An Oracle White Paper

March 2012

Introduced in Release 6.0

E29316-01

Ability to Move Facilities in SCRM

# Overview

Applications: SCRM

Focus Area: Facilities

Users identified scenarios where companies will buy businesses from other companies or sell a line of business to another company. In these situations customers needed a quick method for reflecting the change in SCRM.

# The Basics

You now have the ability to move a facility to a different company. This ability is protected by a user role, [SCRM_FACILITY_RELOCATER], and the company change will be audited and displayed on the facility profile.

1. When a facility is in edit mode the “Company Name” is an active link.

Figure 1. Company Name as link

2. Upon clicking on Company Name a search page appears allowing you to find the new company that the facility will be associated to.

Figure 2. Search page

3. The selected facility now appears as the company name. The user should also enter a reason for change. This data is written to the Company History on the Audit Trail tab.

Figure 3. Reason for Change

Figure 4. Audit History

Ability to Move Facilities in SCRM March 2012 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 oracle.com | Copyright © 2012, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. UNIX is a registered trademark licensed through X/Open Company, Ltd. 1010