In the Oracle Fusion Territory Management application, dimension parameters are used to refine the definition of each dimension so that it meets business requirements. Which two dimensions use parameters to control the number of visible levels in the Dimensional
Answer : A,B
Note: The grain of the Product dimension is at the Master level. Therefore, the category set chosen as a value for the Product Dimension parameter (PROD_CAT_SET_ID) must be a
Category Set controlled at a Master level but not at the Org level.
A company is implementing the Oracle Fusion territory Management application. Identify three duty roles related to territory management, which have to be assigned to administrators and users to access the application.
Answer : B,C,E
A sales representative receives 50% revenue credit for an opportunity, and he or she should be protected from being removed from the revenue line when territory re alignment happens, for a specific period of time.
Select the solution to enable this scenario.
Answer : C
Explanation: With the deal protection feature, sales representatives are automatically protected from being removed from a revenue line for which they are receiving sales credit, or from the opportunity team, when territory realignment happens. Deal protection applies to sales resources that get automatically assigned to revenue items as credit recipients or to the opportunity team by the territory-based assignment feature of the assignment manager. The profile option, Resource Deal Protection Period, specifies the default number of days for which sales representatives are protected. An opportunity team member with
Full access level can override the dates for which the protection is active.
Reference: Fusion Applications Help, What's deal protection?
You are the administrator in charge of Oracle Fusion CRM configuration. When your company decides to expand their market to other countries, you are asked to create a new role in the application: VP of Foreign Marketing.
Identify the two tasks that must be performed when you create the role.
Answer : A,E
Note:Adding New Roles -
As a security guideline, copy an existing role and make changes to the copy as a way to modify an existing role to better fit your enterprise, or create a new role for your enterprise.
Modifications include the following actions
Changing a predefined enterprise role or creating a new enterprise role modeled on the existing one, and applying modifications to the new role
Adding a data role by using a predefined data role template
The IT Security Manager and IT Security Administrator roles are authorized to add new roles.
To change a predefined enterprise role by making a copy and modifying the copy use the
Authorization Policy Manager.
-> Create a new job role, which creates a new group in the Lightweight Directory
Access Protocol (LDAP) store.
-> Map the duties to the new job role in the role hierarchy.
-> Define data security policies referencing the new job role.
New job roles or copies of seeded job roles modified to fit your enterprise should be distinct by including new data security policies.
As a security guideline, if the new role is a data role, generate the data role using the predefined data role templates or Human Capital Management (HCM) data role management. To add a data role by using a predefined data role templates, use the
Authorization Policy Manager.
Creating a new data role template to accommodate the data needs of your enterprise is a custom activity.
Reference: Adding New Roles, Oracle Fusion Applications Security Guide
Select two criteria that must be met for salespeople to submit their forecasts.
Answer : A,C
Explanation: Salespeople can submit their forecasts only after the territory freeze date and before the forecast due date.
Reference: Oracle Fusion Applications Sales Implementation Guide, Forecast Submissions
Oracle Fusion Sales supports automatic synchronization of in-sync interrelated attributes between Opportunity and Revenue Line. A sales manager updates the opportunity status attribute to "Won".
Which two automatic in sync updates to Revenue Line attributes will occur?
Answer : B,D
Explanation: Synchronized Opportunity and Revenue Line Attribute Updates
One type of specialized interrelated behavior of common opportunity and revenue line attributes is the propagation of opportunity attribute updates to in-sync revenue line attributes. A common opportunity and revenue line attribute is said to be in-sync if its opportunity and revenue line values are the same, and if the revenue line is in the same status category as its opportunity. The revenue line is said to be in-sync with its opportunity with respect to the attribute.
An update to an opportunity attribute will result in propagation of the same attribute update to all of the opportunity revenue lines where the revenue line is in-sync with respect to the attribute.
Note on B: Opportunity Status Change:To won
Set sales stage to last stage of sales method. Set win probability to 100 percent.
Reference: Oracle Fusion Applications Sales Implementation Guide, Synchronized
Opportunity and Revenue Line Attribute Updates
You are the administrator in charge of configuring your company's Oracle Fusion CRM
Resource Organization information.
Select the two components that must be included when creating Sales, Marketing, and
Answer : A,B
Explanation: *Creating an Organization from an Existing Department
You need to create an organization with sales usage from an existing department if the concerned department needs to be reused as a sales organization.
1.You can either search for the organization whose usage you wish to modify or click the
Create button, select the Create from Existing Department option and specify the name of the organization in the Create Organizationscreen.
2.Specify the Business Unit to which the organization needs to belong and add Sales
Organization under the Organization Usages section of the screen.
*Creating a New Organization with Sales Usage
1.Select the Create New Organization option in the Create Organization screen and click Next.
2.Specify the name and business unit of the new organization and select Sales
Organization as its usage.
3. Click Finish to save the new organization with sales usage.
Reference: Oracle Fusion Applications Marketing Implementation Guide, Creating an
Organization from an Existing Department
A sales manager has been assigned to develop a reference program for his organization, with the primary objective of helping the sales organization to identify and position relevant references to prospects and increase sales productivity.
Select the activity that the sales manager would be able to perform in Oracle fusion
Reference Management functionality.
Answer : A
Explanation: How can I see the win/loss reason distribution between competitors?
Use the competitor analysis graphs to see the distribution of either won or lost reasons for closed opportunities. You can get an insight into the reasons behind your organization's win-loss trends. You can further analyze the reasons for losing or winning against specific competitors. As a sales manager, you can use this analysis to improve your overall deal success rates and revenues.
Reference:Oracle Fusion Applications Sales Guide, How can I see the win/loss reason distribution between competitors?
Identify three rule set components used to define rule-based assignment for work objects in
Answer : A,B,D
Explanation: The rule set type, filter settings, and rule action are rule set components that work together to tell the assignment manager engine how to process rule-based assignments for work objects.
Note 1: A rule set type is set at the rule set level; and two of the rule set types, Matching
Candidate with Scoring and Matching Candidate, require additional filter settings. At the rule level within a rule set, an action setting is entered that determines the action that is performed when a rule is evaluated as true. The rule action works in conjunction with the rule set type.
Note 2:Assignment Manager is a tool that is integrated with other applications for selecting or designating qualified resources for a document or a task. It supports all resource categories defined in the Resource Manager module and cannot be used as a stand alone application. You can use Assignment Manager to assign resources or ownership to a task or a document.
Reference: Oracle Fusion Applications Help, Rule Set Components How They Work
A sales representative has Full access to an opportunity, and would like to change the opportunity's original owner manually. What type of access to the opportunity will the on owner have after the change?
Answer : C
Explanation: Users with full access to an opportunity can manually assign or re-assign sales team members, including the opportunity owner. If an opportunity is re-assigned to a new owner manually, the original owner stays on the sales team as a non-primary team member, unless he is manually removed from the team.
Reference: Oracle Fusion Applications Sales Implementation Guide, Configure Opportunity
The customization level is set to Extensible on a lookup type. Identify two things that can be done on a lookup type during implementation.
Answer : B,E
Explanation: The customization levels are user, extensible, and system.
Allowed management tasks for the extensible customization level:
*Inserting new codes (B)
*Updating start date, end date, and enabled fields (only if the code is not predefined data)
* Deleting codes(only if the code is not predefined data)
Reference:Oracle Fusion Applications Common Implementation Guide,Customization
What feature in sales forecast allows salespeople to manually include or exclude a revenue or item forecast item from the sales forecast?
Answer : A
Explanation: If the override is enabled, then salespeople can manually include or exclude a revenue item or forecast item from the sales forecast. Items that fall within criteria set by the administrator (such as win probability greater than 70 percent) are automatically included in the forecast, unless the salesperson employs the override.
Reference: Oracle Fusion Applications Sales Implementation Guide, What's a forecast criteria override?
A sales person submits a forecast and then changes an opportunity. The salespersons manager rejects the forecast. By default, the forecast items are not synchronized with the opportunity. Identify the action to be performed to view the updated forecast.
Answer : E
Explanation: A salesperson submits a forecast and then changes an opportunity. The salesperson's manager rejects the forecast. By default, the forecast items are not synchronized with the opportunity. Ifthe salesperson enables Refresh from Opportunity at the forecast level, then any changes from the opportunity appear immediately in the forecast.
C:Salespeople can submit their forecasts only after the territory freeze date and before the forecast due date.
Reference: Oracle Fusion Applications Sales Implementation Guide, Update from
A metric that provides a revenue target associated with the expected performance of a salesperson territory for a given forecast period is known as____________.
Answer : A
Explanation: The quota metric is the revenue target associated with the expected performance of a salesperson's territory for a given forecast period.
Reference: Oracle Fusion Applications Sales Implementation Guide, FAQs for Forecasting
Identify the customization level that does not allow edits to tag on a standard lookup type.
Answer : C
Explanation: Standard lookups are the simplest form of lookup types consisting only of codes and their translated meaning.
The customization levels are user, extensible, and system.
Reference: Oracle Fusion Applications Common Implementation Guide, Using Lookups in