Reviewing the New Sales Account Field in the Customer and Consumer Pages

Steps:

1. Hello, my name is John, and today we are talking about customizing sales account information  in the customer and consumer UIs.

   Step 1

2. In this demo, we review the new sales account field in the simplified UI for customers and consumers.

   Step 2

3. This is the last of three demos that show you how to create a custom sales account field and display that field in the customer and consumer UIs.

    

   In this example, we added a text field, called Next Step, to capture suggested next actions for sales accounts.

   Step 3

4. Our field shows up in the list of sales accounts as we expected, we just need to scroll a bit.

   Click the scrollbar.

   Step 4

5. Now let's see how the field looks on the Create Customer page.

    

   Click the Create button.

   Step 5

6. Click the Customer list item.

   Step 6

7. Here it is.

    

   Click the Cancel button.

   Step 7

8. Now let's look at the Create Consumer page.

   Click the Create button.

   Step 8

9. Click the Consumer object.

   Step 9

10. Exactly where we expected.

    Step 10

11. Click the Cancel button.

    Step 11

12. Now let's see the Edit Customer page.

     

    Click the Neruda Corp. (San Francisco, US) link.

    Step 12

13. Click the More... button.

    Step 13

14. Here is the field.

    Step 14

15. Let's add some text.

    Enter the desired information into the Next Step field. Enter

     a valid value
     e.g.
     "Contact ASAP!"
    .
    Step 15

16. Click the Save and Close button.

    Step 16

17. Click the Done button.

    Step 17

18. And let's add a next step for a consumer.

     

    Click the John Smith (San Francisco, US) link.

    Step 18

19. Click the More... button.

    Step 19

20. Enter the desired information into the Next Step field. Enter

     a valid value
     e.g.
     "Send literature"
    .
    Step 20

21. We're done.

    Click the Save and Close button.

    Step 21

22. Click the Done button.

    Step 22

23. Let's review our entries.

    Click the button of the scrollbar.

    Step 23

24. Looks like Sales better get busy.

    Step 24

25. In this demo, we reviewed the custom sales account field we added to the simplified UI pages for customers and consumers.

    You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

    Step 25

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