Chapter 12 Sales For Handhelds and Sales Offline

Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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Sales for Handhelds

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Copyright Oracle, 2007. All rights reserved.
Sales for Handhelds and Sales Offline
Chapter 12 - Page 1
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Chapter 12 - Page 2
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Chapter 12 - Page 3
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Objectives
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Chapter 12 - Page 4
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Overview of Oracle Sales for Handhelds
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Overview
L of Oracle Sales for Handhelds
d
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ag The supported browsers are:
Pocket PC handheld devices running Pocket IE on Windows Mobile 2003 or Windows

Mobile 5.0
Palm based handheld devices running Blazer 3.0 browser or higher
Nokia running Internet Browser for HTML 4.01/xHTML on Symbian 7.OS operating
system
Blackberry devices version 4.0 or higher
Chapter 12 - Page 5
Outlook Synchronization
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Outlook
L Synchronization
d
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ag E-mail interactions are flagged in Microsoft Outlook and, upon synchronization, are recorded
in the Oracle Interaction History.
Chapter 12 - Page 6
Synchronization Devices
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Chapter 12 - Page 7
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Alerts
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Alerts
L
d
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ag The listed alerts are seeded in Oracle Workflow and ready to use. Additionally, administrators
can create customized alerts using the extensibility for Oracle Workflow.
Oracle Workflow automates and streamlines business processes both within and beyond your
enterprise, supporting traditional applications based workflow as well as ebusiness integration
workflow. Oracle Workflow lets you include your own PL/SQL procedures or external
functions as activities in your workflows. Without modifying your application code, you can
have your own program run whenever the Workflow Engine detects that your program's
prerequisites are satisfied.
There are several components of the Sales Alerts System that are extensible. You can modify
any step for seeded alerts by replacing shipped nodes with custom nodes. You can also support
entirely new alerts by adding custom nodes for each step of
the process.
Chapter 12 - Page 8
Implementing the Connected Browser
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Implementing
the Connected Browser
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ag Display Profile Options
The following profile options are preset, but you can change them to meet your companys
needs.
ASP: Calendar date range
This profile option determines the number of days for which appointments are listed on
the handheld dashboard. The default is 3.
ASP: Maximum number of characters displayed
This profile option determines the number of characters displayed in tables on the
handheld device, after which the data is truncated. The default is 35.
Customize Action Lists
Use lookups to customize the search choice list on the Dashboard page and the action selection
list on other pages. Following are the page names and lookup types:
Appointment Details Page: ASP_APT_DET_PG_NAV
Contact Landing Page: ASP_CTLAND_PG_NAV
Contact: Phone/Email Pages: ASP_CTPHEM_PG_NAV
Chapter 12 - Page 9
Customer Landing Page: ASP_CULAND_PG_NAV

Dashboard Quick Search: ASP_HOME_QSEARCH_TYPE
Opportunity Landing Page: ASP_OPP_LAND_PG_NAV
Task Details Page: ASP_TASK_DET_PG_NAV
Personalize the UI
To optimize the user interface for smaller handheld device screens, some elements are are
hidden, such as tables, table columns, and fields. You can change these settings at the
following levels:
Function: Affects all users with a particular function
Localization: Affects all users for a particular location
Site: Affects all users of the current installation
Organization: Affects all users for a particular business unit (Org)
Responsibility: Affects all users within a particular responsibility
Use the Wireless Sales Administrator responsibility to perform personalization. You must
work on a desktop browser.
The ability to personalize is controlled by the profile option Personalize Self-Service Defn.
Following are some examples of personalizations:
Hide or show regions, fields, and entire tables
Change the order of regions and fields on a page
Change field labels and region headers
Make fields mandatory
Make fields read-only
Use cascading style sheets
Define default values
Provide tip text
Add fields to a region
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Chapter 12 - Page 10
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Implementing Outlook Synchronization
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Implementing
Outlook Synchronization
L
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ag Required Profile Options
CAC Sync: Contact Sync Mode

Determines if contacts can be synchronized both ways or download only. Choices are
Disabled, Download Only, and Two Way.
Level: Site and application
Default: Download Only at the site level, Two Way at the application level for Oracle
Sales for Handhelds (ASP)
CAC Sync: Include Details
If set to yes, then appointments that are synchronized include appointment details in the
body notes.
Level: Application, Site, Responsibility, and User
Default: Yes at the application level for Oracle Sales for Handhelds
CAC Sync: Include Links

If set to yes, then contacts and appointments synchronized to the offline device include
links to related pages. If set to yes, then CAC Sync: Include Details must also be set to
yes.
Level: Application, Site, User
Default: Yes at the application level for Oracle Sales for Handhelds
CAC Sync: Include Tasks Without Date
If set to yes, then tasks without due dates are included in the synchronization for the user.
Level: Site, Application, Responsibility, and User
Default: Yes at site level, No at the application level for Oracle Sales for Handhelds
CAC Sync: Contact Data Security Definition
For the Oracle Sales for Handhelds and the Oracle Sales applications, set the value to:
oracle.apps.asp.common.util.server.CustomerSecurityAM
This enables adding contacts as attendees for appointments. It enables the Add Contact
button in the Create Appointments page in Oracle Sales.
Level: Application
Default: None
The profile option Task Manager: Default Task Type is already set for application level to
work correctly with synchronization. Please do not change the setting.
Optional Profile Options
The following profile options are defaulted to work correctly. You can change them to fit the
needs of your business.
CAC: Maximum number of Contact Preferences for each user
Users create lists of contacts to include during synchronization. This profile sets the
maximum number of contacts for all users.
Level: Site
Default: 200
CAC Sync: Appointments Category
When appointments are synchronized between Common Application Calendar (CAC) and
Pocket PC or Desktop Outlook, the appointments from Oracle Sales are placed in the
category specified in this profile option. If this profile option is changed after the initial
implementation, then users must perform a Full Synchronization.
Level: Site
Default: Oracle Appointments
CAC Sync: Contacts Category
When contacts are synchronized between Common Application Calendar and Pocket PC
or Desktop Outlook, the contacts from Oracle Sales are placed in the category specified in
this profile option. If this profile option is changed after the initial implementation, then
users must perform a Full Synchronization.
Level: Site
Default: Oracle Contacts
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CAC Sync: Tasks Category

When tasks are synchronized between Common Application Calendar and Pocket PC or
Desktop Outlook, the tasks from Oracle Sales are placed in the category specified in this
profile option. If this profile option is changed after the initial implementation, then users
must perform a Full Synchronization.
Level: Site
Default: Oracle Tasks
CAC Sync: Conflict Category
This is the category that stores duplicate information when there are conflicts during
synchronization.
Level: Site
Default: Oracle Conflicts
CAC Sync: Days Before
The number of days set here determines the number of past days for which tasks and
appointments are synchronized from the server to the client during initial (full)
synchronization. Tasks and appointments due or occurring within the previous x days as
well as tasks and appointments due or occurring anytime in the future are included.
Recommend using between 7 and 21 days. There are no limits for synchronizing from the
client to the server.
Level: Site, User. This profile can also be set by users.
Default: 14
ASP: Email Interaction: Flagged Category
This is the category name for e-mails that are marked in Desktop Outlook to be added to
interaction history in Oracle Sales when synchronized. If you change this category, then
users must perform a full synchronization to update their clients.
Level: Site
Default: Marked for Logging
ASP: Email Interaction: Recorded Category
This is the category name for e-mails that were successfully synchronized from Desktop
Outlook to be added to interaction history in Oracle Sales. If you change this category,
then users must perform a full synchronization to update their clients.
Level: Site
Default: Logged in Oracle
Enable Outlook Preferences Menu
This menu contains the functions for setting up the contact list and downloading clients. Add
the submenu for Outlook Synchronization to the ASN menu ASN_HOME_MENU. The
submenu to add is ASP: Outlook Synchronization Preferences Container Menu
(ASP_OUTLOOK_SYNC_PRF_CONTAINER).
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Overview of Oracle Sales Offline
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Overview
L of Oracle Sales Offline
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ag Oracle Sales Offline gives you the information you need to manage your sales efforts while
you are on the road. You can access detailed customer information, product interests, and notes
about customers. Contact information allows sales representatives to identify key players
within their accounts and share that information with other members of the sales team.
Sales Offline is a mobile application that imports and exports (synchronizes) information from
an Oracle enterprise database, to allow you to work in a disconnected mode. The application
allows you to view and/or update your sales information remotely via your laptop computer.
You can add, view and edit customers, opportunities, leads, quotes, and tasks right from your
laptop, saving the changes for upload later. When a connection is available you can
synchronize data with the Oracle enterprise database.
Oracle Sales Offline offers sales organizations the functionality required in an interface that is
both familiar and effective. Leveraging the capabilities of desktop applications, Oracle has
designed a template that provides sales organizations a way to manage sales information
without the need to install additional software. The template is easily downloaded from Oracle
Sales and provides upload/download data capabilities. Oracle Sales Offline provides you with
the ability to view and edit sales information, while your support organization does not have to
support any additional technical software on the laptops.
One of the most important features of Oracle Sales Offline is the display of conflict resolution
and new items. The Home Tab of Oracle Sales Offline is the first window visible in the
application, and lists newly added or changed records during the last synchronization. Initially,
the Home tab does not list any records. New or changed items are listed as the result of
subsequent synchronizations. Records are listed in the various tables, depending on the source
of the record. The Conflict Resolution subtab is available in the Home Tab. A conflict occurs
when the same record has been modified in an online application as well as in Sales Offline.
The conflict resolution sheet displays conflicting records that occurred during synchronization,
and provides a side-by-side comparison of the local client record and the associated server
record. You can correct conflicting records and reapply to the enterprise database or discard the
conflicting records directly through Sales Offline.
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Sales Offline Profile Options
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Sales
L Offline Profile Options
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ag Oracle Sales Offline downloads and uses some profile values set up from Oracle Quoting,
Oracle Sales, and Web ADI, if they are established in the online applications.
The following are additional Sales Offline specific profiles which you may set:
General System Profiles
ASL: Campaign Code Download Threshold
Determines the number of campaign (source/offer) codes to download.
ASL: Excel Debug
If set to Yes, debug option is turned on and the application creates a log file on the server
when a user downloads a new Oracle Sales Offline template or performs a synchronization
in Oracle Sales Offline. The log file is created in a directory on the middle tier. The
location of that directory is specified by the Jserv parameter
service.Logging.common.filename, along with a log type. The format of the file name is
ASL_<username>_<log-type>_<sessionID>.log.
ASL: Download Service Items
Set this profile to Yes if you want to download service items for the Quoting module.
ASL: Excel Server Host

Oracle Sales Offline supports multi-node/load balanced installations. You can use any
load balancing technique, for example, DNS layer, Http layer, Apache JServ layer, or
hardware load balancer. Set this value in a multi-node load balanced environment to
override the server name defaulted in Oracle Sales Offline template. The profile must be
set to the external host name.
ASL: Excel Server Port
Oracle Sales Offline supports multi-node/load balanced installations. You can use any
load balancing technique, for example, DNS layer, Http layer, Apache JServ layer, or
hardware load balancer. Set this value in a multi-node load balanced environment to
override the server port defaulted in Oracle Sales Offline template. The profile must be set
to the external port number.
ASL: Excel SSL Acceleration On
Set this profile to Yes if the environment has SSL enabled.
ASL: Turn On SQL Trace
If set to Yes, a SQL trace file is created for each synchronization in Oracle Sales Offline.
Enable Timezone Conversions
Set this profile to enable Tasks and Notes to work correctly in Oracle Sales Offline.
User Preference Profiles
These profiles are used for storing user preferences specified in the Sync Preferences window.
No setup is required. Do not change the values of these profiles.
Sync Time Profile
ASL_EXCEL_LAST_SYNC_TIME
This system profile option is used for storing user's last synchronization. Do not change this
profile option.
Price List Lines Profile
ASL: Download ALL_ITEM Price List Lines
This system profile controls the download of price lists to Oracle Sales Offline. The
default is null. Blank indicates that no price lists will download. Yes indicates to
download price lists that have the Mobile Download checkbox selected and the Product
Attribute is set to ALL_ITEMS. No indicates to download price lists that have the Mobile
Download checkbox selected, and to exclude price lists where the Product Attribute is set
to ALL_ITEMS.
Improve Load Time Profiles
You can improve the loading speed of the summary sheets by activating the optimization
profiles listed below. The profiles can be set at the site, application, responsibility, or user
level.
ASL: Summary Hyperlink Optimization
Controls whether the summary sheet loading hyperlink optimization is activated. By
default, this optimization is not activated. If this profile is set to Yes, the hyperlink
optimizations are enabled, and the display screen tips for each hyperlink are removed.
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ASL: Summary Auto Fit Optimization

Controls whether the summary page loading column auto fit optimization is activated. By
default, this optimization is not activated. If this profile is set to Yes, the columns are set
at predefined values selected to optimally accommodate the various data within the
columns.
Synchronization Profile
ASL: Enable Sync Engine
Set this value to Yes to allow data synchronization, and to check whether the current client
template is compatible with the current version of the server. The default value is Yes.
SSL Profile
You can deploy Oracle Sales Offline in a secured environment. In single node installation, you
do not need to set any profiles for SSL. If you are using SSL accelerator, set profile ASL: is
SSL Acceleration on to Yes.
Single Sign On (SSO) Profile
When using Oracle Sales Offline and working in an SSO environment, store the necessary
passwords in FND_USER by setting the profile Application SSO Login Types to Both or
Local.
Quoting Default
The profile ASL: DEFAULT QUOTE CONTACT allows for the defaulting of contacts and
addresses for quotes.
If this profile is set to Yes at the site level, you can customize your quote contacts and
addresses based on business rules as described in the Oracle Sales Offline User Guide. If this
profile is set to No, then the primary contact from the related opportunity will default.
Lead/Opportunity Owner Update
The following two profiles give the login user the privilege to update the Lead/Opportunity
owner:
OS: Privilege to Change Lead Owner
OS: Privilege to Change Opp Owner
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Date Picker
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DateLPicker
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ag The date picker requires the Microsoft Windows Common Controls-2 6.0 (mscomct2.ocx).
In earlier versions of Microsoft office (for example, Office 2000), the mscomct2.ocx is
available with the Microsoft Office installation. However, for later releases of Microsoft Office
(for example, 2002, 2003), the mscomct2.ocx (which supports the date, time and datetime
picker) is not available.
Follow these steps to make the mscomct2.ocx available:
Download the mscomct2.ocx from the Microsoft site to the system32 folder.
Register the mscomct2.ocx by running the following command in Start->Run: regsvr32
"<path of OCX>\mscomct2.ocx"
After successful registration, Open Microsoft Excel. Go to the Menu: Tools -> Macro ->
Security-> Trusted Sources/Publisher tab and check the option "Trust access to Visual
Basic Project".
Reopen the Sales Offline template.
Product Dependencies/Prerequisites
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Product
L Dependencies/Prerequisites
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ag These are the prerequisites for Oracle Sales Offline:
Oracle Applications
- Oracle Sales
- Oracle Quoting
- Oracle Web Applications Desktop Integrator
Desktop Requirements
- Windows 95/NT/2000/XP operating system
- Microsoft Excel 2000/XP/2003
- Microsoft Internet Explorer
- Licensed copy of WinZip, PKZIP, or WinRAR
- Microsoft Windows Common Controls-2 6.0 (Mscomct2.ocx)
Desktop Recommendations
- 500 mHz or higher processor
- 256 mb RAM or higher
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Summary
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Chapter 12 Sales For Handhelds and Sales Offline

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Chapter 12 Sales For Handhelds and Sales Offline

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Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates

Sales for Handhelds

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Overview of Oracle Sales for Handhelds

Pocket PC handheld devices running Pocket IE on Windows Mobile 2003 or Windows

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Implementing the Connected Browser

Sales for Handhelds and Sales Offline

Customer Landing Page: ASP_CULAND_PG_NAV

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Implementing Outlook Synchronization

CAC Sync: Contact Sync Mode

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

CAC Sync: Include Links

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

CAC Sync: Tasks Category

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Overview of Oracle Sales Offline

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Sales Offline Profile Options

Sales for Handhelds and Sales Offline

ASL: Excel Server Host

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

ASL: Summary Auto Fit Optimization

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

Copyright Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline

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