Update 22D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Sales Automation Foundation Common

Leads and Opportunities

Capture Competitor Details in Leads

This feature lets you track competitors for a lead and identify one of them as a primary competitor. When you convert a lead to an opportunity, the mapped competitor information is automatically carried over to the opportunity.

CX Sales Mobile

Use Natural Language Processing to Recommend Actions from Meeting Summary Minutes

You can enable the app to use natural language capabilities to analyze meeting minutes and suggest follow-up appointments and tasks, or to create contacts. Salespeople can accept the suggestion and take action on it, or dismiss the suggestion. This feature frees up salespeople's time and assists with day-to-day sales activities. As an administrator, you can decide which fields are analyzed and which follow-up actions are recommended.

Display Workspace-Based Visualizations in Home Cards and the Reports List

Enhance the level of insight available to sales representatives and managers by displaying data visualizations based on Workspace lists on home page cards and in the reports list. Tapping a segment of a parent report reveals a list of records associated with the respective segment. Selecting a list item reveals its associated record.

Enable Record-Based Visualizations that Drill-Down to OTBI Reports

Embed visualizations related to a record in its detail page, such as Account 360 reports. Utilize any page value that matches a report prompt, such as PartyID, to ensure relevance of insights. Enhance granularity of insights by enabling drill-down to Oracle Transactional Business Intelligence (OTBI) reports from visualizations that appear in both record detail pages and in the reports list.

Sales Analytics

Report on Total Payment Amount in Home Currency Using the New Column in the Paysheet Subject Area

You can now report on total payment amount in your home currency using the new column added to the subject area Incentive Compensation - Paysheet Summary Real Time. This new column lets you report on total payment amounts in your participant home currency. The new column is called "Total Amount in Home Currency".

Application Usage Insights Redesigned for Enhanced User Experience

The Application Usage Insights interface is redesigned for a new and modern user experience. All visualizations are now available from a single page providing easier, faster, and more intuitive access to usage insights. A single click expands each visualization with quick facts and more detail. You still get all the great features from the previous versions, such as filters, drill-downs, and access to custom objects, but with easier access.

Click History Logging and Application Usage Insights Charts Disabled by Default

Click history logging is disabled by default beginning in Update 22D and must be enabled for use. This setup step impacts click history reporting in Application Usage Insights and for the CRM – CRM Click History subject area in Oracle Transactional Business Intelligence (OTBI). All charts within Application Usage Insights are also disabled by default beginning in Update 22D. Automatically disabling these items delivers improved system performance and efficiency. If you want to use click history reporting or Application Usage Insights you can enable them by changing the ORA_ZCA_CH_DISABLE profile option value to No. If you've already been using these features, you'll find them disabled in Update 22D and must re-enable them, as a one-time step.

Subscription Management

Subscription Management

Retain Subscription Number During Renewal

Use the Renewed Subscription Number and Number Separator attributes when you create or edit a renewal rules template, to create the subscription number of the renewed subscription. The new subscription number includes the combination of the retained subscription number, the number separator value, and a running number sequence.

Edit Standard Coverage of Subscriptions with Included Warranty

Convert a standard coverage template from the Coverage tab of a subscription with included warranty. When you edit a standard coverage template, the application converts it into a nonstandard template.

Use Milestones to Bill Subscriptions and Recognize Revenue

Use mutually upon agreed milestones to bill your customers and recognize revenue based on milestones prescribed by your finance team. You can define milestones according to your business needs while configuring subscriptions. This lets you associate a milestone template with a one-time charge for a subscription product, which is billed when you and your customer both agree that the milestone has been reached. You can define revenue recognition milestones and capture their completion dates when the milestones are reached. You can track these milestones through the lifecycle of a subscription using Import Management, REST APIs, or from the UI.

Select Charge Adjustment Reason from a List

Capture a reason for a charge adjustment from a finite list of options.

Add Custom Subscription Validations

Add custom subscription validations that cater to your individual business needs using the object functions in Application Composer.

Capture Reason Description for Cancel and Close

Capture a reason description that explains why a subscription, subscription product, or covered level is being closed or cancelled. This additional description can be useful for future reviews.

Apply Price Adjustments to Multiple Subscriptions

Apply price adjustments to recurring, one-time, or usage charges for multiple subscriptions. You can also select the products that prices should be adjusted for and for those that should remain as they are.

Retrieve Additional Credit Card Details

Retrieve information such as card holder name, expiry date and card billing address for the credit card used to make the payment for a subscription. You can also use the Add to Billing Account field in REST to add a new credit card as a payment instrument for the billing account of a product instead of the billing site.

Sales Automation Core Common

CX Foundation

Support Purged Worker Sync Using the Maintain Party and Location Current Record Information Scheduled Process

Use the Maintain Party and Location Current Record Information scheduled process to sync purged worker type records in Human Capital Management to Customer Data Management person party records.

Purge Inactive Sales Households

Purge household data from your test and production instances, rather than retaining the information in an inactive state. You can purge these records to adhere to data protection regulations and as part of housekeeping activities. You can purge records based on filter criteria that you specify.

CRM Common Components

Manage and Use Custom Territory Attributes for Territory-Based Assignments

Sales operations teams can assign territories using custom territory attributes. For example, organizations might want to track revenue by different groups of sales representatives within their territories. One group might focus on new customers, while another group focuses on renewal of current subscriptions. Using the custom attribute territory feature, you can separately track revenue for both groups of sales representatives. This means that records are matched with the revenue based on a new territory or a renewal territory.

Expand Scheduling Options for Routines

You can now schedule routines to run hourly. Hourly routines are limited to 250 records per run. This option is available to all administrators with access to routines.

Run Routine Immediately

The Routines dashboard now has an option to run on demand. Use this option to run a routine immediately when you need to view the results or to re-run a routine after correcting errors.

Create Quote from an Opportunity Automatically

You can enable the automatic creation of a quote in Oracle Configure, Price, and Quote (Oracle CPQ) from an opportunity by using rules so that salespeople can access the quote directly without having to manually create it.

View and Search Dynamic Choice List Field Values Based on Resource Object

You can view, search, and add filters on all dynamic choice list fields for the Resource object using Adaptive Search. A dynamic choice list is a field that contains a list of values that are populated from the actual data of another object. This feature lets you use resource-based filters to return a set of search records that best suits your requirements.

Search

Click Refresh Icon in Workspace to View Latest Search Results

Users can now simply click the new Refresh icon in Workspace to get the latest data in Workspace, without having to reload their browser page. This improves the user's experience while working with Workspace.

Import/Export Management

Use Domestic and Global Ultimate Oracle DataFox Identifiers in Account Import

Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in Account Import Management.

REST APIs

Use Hierarchy-Related Top Account and Oracle DataFox Identifiers in Accounts REST API

Use additional account hierarchy information, such as top hierarchy account, and identifiers from Oracle DataFox, such as domestic ultimate and global ultimate identifier, in the Accounts REST API.

Partner Relationship Management

Partner Relationship Management

New Privilege to Identify Fusion PRM for Partners Users

We have introduced a new privilege, Identify Partner Users (ZPM_PARTNER_USER_PRIV), to identify users of the Fusion Partner Relationship Management for Partners Cloud Service (Fusion PRM for Partners). This privilege is required for users of Fusion PRM for Partners functionality as of Update 22D. This privilege was added to the standard Partner Sales Representative, Partner Sales Manager, and Partner Administrator roles via the Update 22C upgrade process. Users who have cloned these roles or created a custom role need to manually add this new privilege to the roles. This new privilege is used to count Fusion PRM for Partners usage.