Fusion v1 Applications Common Components TOI

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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 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 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 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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Documents

Fusion v1 Applications Common Components TOI