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Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential
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Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and ConfidentialCopyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential
Purpose:This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release 11.1.1.5.0and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to thisrelease, or implementing completely new Oracle developed products, and planning your I.T. Projects.
Disclaimer:This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Youraccess to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and ServiceAgreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained hereinmay not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracles prior written consent. This documentis not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries oraffiliates.
This document is intended to outline our general product direction. It is intended for informational purposes only and solely to assist youin planning for the implementation and upgrade of the product features described. Release information contained in this document is not
a firm development plan. Release information published here should not be used as the basis for customer delivery commitments, aspart of marketing efforts, or during contract negotiations. This is not a commitment to deliver any material, code, or functionality, andshould not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality, andinclusion or not thereof in the commercially available version of the Software, if any, is subject to change at any time and is always atOracles sole discretion. This document is not considered part of the applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document withoutrisking significant destabilization of the code.
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Oracle Fusion Applications 11gR1(11.1.1.5.0)
Functional Overview
Oracle Fusion Applications Common Components
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Agenda
Application Components
Component Description Feature Highlights
Demo Flow
Setup
Associated Resources
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Application Components
Tasks
Calendar - Appointments
Interactions
Notes
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Component Description - Tasks
For most Sales users, Tasks are akin to a traditionalOutlook Task or To-do.
Tasks represent work that has a goal date that thetask should be completed by.
Tasks are used to indicate that there is work to be
completed by someone. They can be assigned to more than one person
Tasks can be scheduled manually only, in v1
Users not directly associated with a task can view the details when
in the context of the parent, e.g. opportunity.
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Feature Highlights - Tasks
BPEL Human Tasks provides the core data model andfunctionality for Tasks
Key Task Functionality
Includes Associations, Attachments, Interactions, Notes
Templates Global Worklist Integration Fusion Homepage
Tasks shown in Fusion Calendar
Outlook and Mobile Integration
Notifications Extensible Attributes - limited to 20 attributes/type
Export/Import
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Feature HighlightsTask Attributes
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Demo Flow: My Tasks Create Task
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Demo Flow: Quick Task Create
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Demo Flow: Task list Edit Task
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Demo Flow: Manage Task Templates Create Task
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Demo Flow:Task List Create Task from a Template
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Demo Flow: Searching Tasks
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Setup - Tasks
Setup for this component is performed via the
Application Setup Manager
Setup is performed within the Setup Offering
Setup Tasks:
Manage Task Standard Lookups Manage Task Templates
Manage Task Profile Options/Values
Consumer = Sales/Opportunity, Marketing/Lead, etc.
Require BPEL setup in advance
Default lookups available
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Component Description - Appointments
This component allows users to create, view, updateand delete appointments.
This component also allows users not directly
associated with an appointment to view the details
(when in the context of the parent, e.g. opportunity orlead).
This component also provides the user with daily,
weekly, monthly calendar views, showing all
appointments for the user.
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Feature Highlights - Appointments
Basic Appointment Functionality Including Associations (Related To), Attachments, Interactions,
Notes
Appointment Recurrence
Calendar
Calendar grid display
Appointment Confirmations Resource can accept/reject appt
Outlook and Mobile Integration
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Feature Highlights - Appointments
Notifications Web services
Search
Reusable UI Components
My Calendar
Planned Customer Visits
Appointment List Quick Create
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Feature HighlightsAppointments
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Feature HighlightsDaily Calendar View
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Feature HighlightsWeekly Calendar View
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Feature HighlightsMonthly Calendar View
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Feature HighlightsCalendar List View
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Feature HighlightsAppointment Recurrence
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Demo Flow: Calendar Create Appointment
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Demo Flow: Appointment Quick Create
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Demo Flow: Calendar list view and
Appointment Edit
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Demo Flow: Planned Customer Visits
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Demo Flow: Searching appointments
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Setup - Appointments
Setup for this component is performed via the
Application Setup Manager
Setup is performed within the Setup Offering
Setup Tasks:
Manage Appointment Standard Lookups Manage Appointment Profile Options
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Component Description - Interactions
Interactions are the tracking of customercommunications in the context of the channels through
which they occur, the business objects they refer to,
and the participants.
The primary purpose of interactions is to provide a
historical view of the communications that have taken
place. They can take the form of phone calls, emails,
chats, meetings, web conferences and other channels.
This component allows users to create, view, update
and delete interactions in the context of customers,contacts or related business objects.
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Feature Highlights - Interactions
Basic Functionality
Stores Customer, Type, Direction, Start/End Time, Description,outcome, etc.
Zero or more associated participants (resources or contacts)
Zero or more associated business objects
Attachments
UI Components to manually create/update/delete/search Constrained by customer/contact, etc
Constrained by business object
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Feature Highlights - Interactions
Web Services
Outlook Integration
Click-to-dial
Bulk Create
Transactional and Keyword Search Data Security
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Demo Flow: Interactions List views
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Demo Flow: Interactions Create Interactions
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Demo Flow: Interactions View Details
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Setup - Interactions
Setup for this component is performed via the
Application Setup Manager
Setup is performed within the Setup Offering
Setup Tasks:
Manage Interaction Standard Lookups Manage Interaction Descriptive Flexfields
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Component Description - Notes
A note is a record of descriptive information attached toa Source Object existing in the Fusion Schema. It is
used to capture non standard information beyond
parent objects own attributes.
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Feature Highlights - Notes
Basic Functionality
Note Type, Visibility and Note Text Single Parent Object
UI Components Blog-style list UI support in Local and Contextual Area
Standard create/update/delete
Customizable Note Types mapped to specific parentobject
Visibilities: Private, Internal, External
Rich-Text Formatting of Note Text Transactional Search and Keyword Search
Data Security
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Demo Flow: Notes Local Area List View
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Demo Flow: Notes Contextual Area List View
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Demo Flow: Notes Detail View
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Setup - Notes
Setup for this component is performed via theApplication Setup Manager
Setup is performed within the Setup Offering
Setup Tasks:
Manage Note Type Manage Note Type Mapping
Manage Note Descriptive Flexfields
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Associated Resources
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(L2) Pursue Leads and Opportunities
(L3) Manage Sales Activities
(L2) Manage Leads
(L3) Process Leads
(L2) Develop Tactical Campaigns
(L3) Design Marketing Campaigns
Functional Overview: Oracle Fusion CRM for
Microsoft Outlook
Functional Overview: Oracle Fusion Mobile Sales
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