E1 RSS Butget approval skip approvers? - SPOUG - Spain Oracle Users Group

Hi everybody, We have an Approval Route for Requisitions as the following: USER-A - 1 €USER-B - 2 €USER-C - 3 €USER-D - 1000 € Now a requisition of 2000 € is hold by budget, and is released by USER-C (P43E070).After that, Approval Route is generated, but USERs A, B and C are skipped and the requisition is waiting approval by USER-D. Is it this working as designed? Is there any document thats explains it? Thank you for you help. Regards.


Changing suggested lot (LPN) in WMS picking

Hello.I have a question about WMS in Oracle eBS r12.I have created some picking rule with setup "No LPN allocation".Of course I made the rule active.I created move order for 1 LPN of item A.Let's imagine I have one big locator CC with 30 LPNs inside - item A is located in locator CC only.System did the allocation and I want to realize the task, which is to pick from locator CC.Anyway, allocation assigned concrete lot, which is lot X.In this case I have into locator CC - 29 LPNs with lot Y (the newest lot) and 1 LPN with lot X (the oldest lot).System force me to take the oldest lot, so only one particular LPN can be choosen.The problem is that I have to unload phisically 29 pallets to take the LPN chosen by system. It's practically impossible. Is there any solution to allow me to take one LPN with lot Y in this case?Or generally, apart this case, can I take any LPN I want from this location?System should only suggest the oldest lot, but not to force me to follow it's recommendation. Ps 1. When I try to scan different LPN - error, which can be translated as: Available quantity for this LPN is not enoughPs 2. I can't use exception, because only available exception in this case and context is "CHANGE LOCATOR", which is not useful.
Hello, I followed this on Oracle Support forum so I do not want to repeat anything. But, you need to use Lot Substitution in order to change the Lot-LPN combination. When you select the LPN it has allocated and confirm the Lot, change the Lot number and select the Proper LPN for that pick. This should work. Sean

Is it possible to Update Numeric Field based on Pull Down Menu

Hi All, Please can you let me know is it possible to Update Numeric Field based on Pull Down Menu ? For example, I have a customized field called as Value (Data Definition: Decimal Amount) and pull down menu called as Status (options- Open, Close). Now when we select Open in the Status pull down then it should automatically update the Value field as 0 and when we select Close in the Status pull down then it should automatically update the Value field as 1. Many Thanks, Ram
Hi Ram, Have you considered setting up the 'Status' DE with a DD of 'INTEGER' Pull Down (IPD). That will allow you to set a value of '0' for 'status=open'and '1' for 'status=close' (you would not need a second DE). You can use the 'Status' DE (DD=IPD) in a formula. Would this meet your requirement?
Hi Ian, Thanks for your help, Yes that will meet the requirement. Also would like to know If we can update the dropdown or Text Field based on a numeric field. For Example, I have a customized field called as 'STATUS' (DD INTEGER Pull Down (IPD) With Value 0 Label Open, Value 1 Label Close). I have another customised field called as AMOUNT (DD : Decimal Amount). Now if the AMOUNT Field is "1" can it update the STATUS pull down to Close and if the AMOUNT Field is "0" can it update the STATUS pull down to Open? Many Thanks, Ram
Hi Ram, I'm a little unclear of your full use case (i.e. what you are trying to achieve ultimately for the end user). Can you please explain the full use case? 
Hi Ian, The key use case is to link the Payment Schedule & Milestones based on the Status. Payment Schedule BP contains the Payment Schedule of the project, Payment Schedule need to be a Simple non workflow BP with a drop down called as "Payment Schedule Status" having values – “Open” or “Completed”. Milestone BP needs to be a Workflow BP linking to the Payment Schedule BP (Using BP Picker), Milestone BP to have a drop down called as "Milestone Status" having values – “Not Started”, “In Progress”, and “Completed”. Now let’s say a Payment Schedule record (P1) is linked to 3 Milestone Records (M1, M2, and M3). The use case is to update P1's "Payment Schedule Status" dropdown as “Completed” when and only all the 3 linked Milestone records - M1, M2, M3 has "Milestone Status" as “Completed”. If "Milestone Status" of M1 is “Completed”, M2 is "In Progress", M3 is "In Progress" then "Payment Schedule Status" of P1 to be "Open"If "Milestone Status" of M1 is “Completed”, M2 is “Completed ", M3 is "Not Started" then "Payment Schedule Status" of P1 to be "Open" If "Milestone Status" of M1 is “Completed”, M2 is “Not Started ", M3 is ""In Progress” then "Payment Schedule Status" of P1 to be "Open",And So on & So Forth. Please let me know if you require further information. Many Thanks, Ram
I can't think of a way to do this directly. A design that you could consider though is to have the Milestones as a Query Based Tab of the Payment Schedule BP. Then each Milestone would automatically show up as a line item, and you can easily view the milestones for this Payment Schedule to see if they are all Completed. If you wanted counts you could use summary fields or query based data elements.
Expanding a little on George's idea, a couple of additional suggestions:1. You can use counts on the upper form of the Payment Schedule BP (one to count the total number of milestones, one to count the number of milestones that have status 'complete'. Then you can add validation on the upper form to only allow status change if total MSs = total milestones complete. This would require a workflow BP though.2. Change the Payment Schedule (PS) BP from 'simple' non-workflow to 'line-items' with workflow. Add a BP Creator (ref Milestone BP) to the line items. On the create step allow the user to add line items (one per milestone). When the user actions the workflow to the next step a Milestone record will automatically get created per line-item. You can then set up auto-pop and reverse-AP between the PS line items and the MS records. You can use the method mentioned in (1) above to count PS line items (total and complete). Because the PS BP is now a workflow you can use the upper form validation to ensure all line-items (MS records) are complete before the user can push the PS workflow to the end/complete step. Could this work for your use case?
Thanks George.  Query Based Tab helped to achieve the requirement.

IMPORTANT: Changes in R2 Release Coming June 17th

As part of Eloqua's R2 release coming this June 17th, there will be a bunch of new features added to the beta. They are covered in the FAQ I just posted but the most important change relates to the storing of scores.FAQ: http://topliners.eloqua.com/docs/DOC-2676 To date the score is stored in a system contact field called "Lead Score". With the introduction of multiple models, the use of contact fields does not scale very well and thus we no store scores in Meta data related to the contact. This is an important change because most of you probably use this lead score field in segmentation and Integration. Its important you evaluate where you are using the Lead score field and instead leverage the new Lead Score Filter Criteria. Please feel free to post any questions. -Andrew.
HI Andrew, What if I simply want to see from a list of contact each contacts' respective Lead Score? Since it's a system field, I cannot see the field in any view I create.  The only thing I could think of is to somehow populate a contact field with the system field of lead score but I can't seem to see Lead Score field when I try and create an update rule. Thoughts? Thanks.
Hi Kris, We acknowledge that users want to easily see a contacts score simply by visiting the contact. That is one of our top prioritized features that we will be working on next, hopefully for Q4 of this year. -Andrew.
Hi Andrew, Thanks for the reply.  Can you think of a workaround to get the score into a viewable contact field?  Only thing I can think of is because we can pass the new lead score from Eloqua to our CRM, we can autosynch it back into Eloqua to a contact field.  Basically creating a loop back to Eloqua.
Kris, I was researching your question when I came across your post.  I like the way you're thinking, but just a couple of things to keep in mind and they mainly have to do with timing. Since the autosynchs only run every two hours, you will very quickly have out of date Rating in the contact field using your suggestion above, for example during the 10:00 am autosynch an LS of A4 for a contact is written from CRM to Eloqua, but at 10:30 am the contact clicks through an email, submits a form and starts digging around your website so now they are immediately re-scored & potentially have a new LS of A1.  The A1 score will be written to your CRM, but now the lead rating contact field in Eloqua will be out of date until the next auto synch runs at 12:00 pm. Instead, I would recommend creating a filter for each LS rating (i.e. LS = A1), then you can create a program that basically is designed to stamp the Lead Score to a rating field in Eloqua.  The program would use a feeder filter to pull in any records that have been modified within the last hour and another feeder for any contacts that have taken an engagement step in the last hour (note the first time you run the program you would want to push all records through it to get the initial rating for everyone).  Then once a contact is in the program it would be taken through a series of decision steps to determine it's LS (i.e. which one of the LS filters it is in), so the first decision step would be is it in the LS = A1 filter, if yes send to update rule apply A1 rating (see below), if no send to next decision step.  The next decision step would be is the contact in the LS = A2 filter, if yes send to update rule apply A2 rating and so on until you have gone through all of the LS filters. The update rule would simply be a rule to set the rating field to the appropriate rating, for example the first rule would be set the rating field to "A1", the second rule would be set the rating field to "A2" and so on.  Note there are no conditions on these rules since the filters in the program are essentially handling the conditions. This program will then give you "real time" LS ratings at the contact level.  As a double check I would suggest you then run a couple of filters to make sure you don't have any contacts where the LS and the rating are different (i.e. LS = A1 and rating not equal to A1). Finally keep in mind Andrew's comments above that if you eventually move to having multiple LS models running at the same time - this will not be as effective. Hope this helps,Leigh

Automated Lead Score Reports

I would like to send an automated Lead Score report based off of a Model i created for one of our subsidiaries. Since they are not connected to our CRM, i would like to send them an email report containing a list of contacts that fall under A1, A2, A3, etc...  A few of my challenges are:  With "Analyzer" I can't create a daily report, as I'm not able to drill in the report and get an overview of specific individuals (and I cannot pull "leadscore" as attribute to a custom report. Have any of you had success making a report like mentioned? And if so, how?Another option could be to use the "visitor notification", but as far as I can see, there is not an option to send notifications on behalf of leadscore, only on actions from web visits. If this can be accomplished please let me knowAnother scenario I thought of is to create a campaign, and making different segments - routing the leads on behalf of this. But is this possible at all? I would end up having 16 different segments (A1, A2, A3, A4, B1 etc...). This would be a mess because I wouldn't be able to make a report where the score is displayed anyway - meaning that I would have to manually consolidate the reportI saw a post regarding this back in October that remains unanswered Any assistance with this is greatly appreciated 
ditto to this request - I have the exact same problem to report lead scoring while we are currently not linked to any CRM.  It seems there are lots of default ELoqua lead score fields associated with Sales Force but in Eloqua 10 the scoring value is not presented as a 'field' - therefore I cannot include it as a data field in exported data. The only option I see at present is to create individual segment for each lead score and export that data - but if I want to look at say A1, A2, A3, B1, B2, B3 etc then that is messy due to the number of separate exports required. (as stated by Adam) As there are all those Sales Force lead score fields sat in Eloqua doing nothing, I wondered if there was someway to push the score into one of those fields (like it was an integration) but without doing the integration itself - i.e. convert the score which I guess is 'system data' into a 'field' which can be used in reports etc???

Is it possible to search for contact scores via the scoring rest api v1.0?

I've been here REST API - Documentation for Core Objects,here REST API - Contact Informationand here How to Show Contact's Current Score Under New Lead Scoring? And it's still not clear if it is possible to get the contacts score via the rest api. I've also tried hitting these restful resources /Scoring/1.0/data/contacts/scores/current?page=1&count=5/Scoring/1.0/data/contacts/scores?page=1&count=5/Scoring/1.0/data/contacts?page=1&count=5/Scoring/1.0/data/scores/current?page=1&count=5/Scoring/1.0/data/scores?page=1&count=5 I am able to retrieve a single contacts score via this endpoint /Scoring/1.0/data/contact/{contactId}/scores/currentbut as eloqua does not update the contact when they are scored it makes syncing scoring changes to a CRM a bit of a hassle.
I don't believe this is currently possible, and hopefully I can elaborate why. Two specific RESTful endpoints were built out to facilitate viewing Lead Scores on the contact record within the UI. Besides the one you mentioned, there is also:GET /API/Scoring/1.0/data/contact/{id}/scores/recent/model/{id} for viewing historical changes against a specific model. Even for workflows which involve sending lead scores to CRM, you would typically create a contact filter that is equivalent to the Engagement portion of your Lead Score Model, and use that as a feeder to a program which will update the score in CRM. If you inspect the Engagement portion of the LSM, most of the time you are looking at standard activities. If this is the case, you can use this contact filter as a reference in a Bulk API export.  One specific difficulty arises when you want to update scores in CRM as they deprecate. For most clients, they will have a weekly or nightly running program that will update the scores of all contacts in their db with CRM once. This is straightforward to do via Bulk - you would simply make a contact filter representing each profile/engagement value for any model you care about and run the export at whatever cadence you wish. For each of the 16 possible scores per model, you would have to run one export. However, you wouldn't need to include any fields beyond contact id and email address since the contact's presence in a particular export implies the score they have without you directly reading it from the data response. The biggest difficulty in my opinion is finding out when someone's score has changed for the positive (increased), when something has happened for which you can't make a simple contact filter for. In the case of activities, its easy to make a filter that looks at the relevant activities from the past one hour. On the other hand, you include shared list memberships as part of your Engagement portion, you're stuck with exporting from a segment via Bulk API - which includes both filter and shared list membership crterions. Segment exports themselves require you to have a separate process to refresh them and wait for the refresh to finish or else you're simply exporting the contacts that were in the segment the last time it was executed. In other words, it's not dynamic like shared filteres are. This continues to cause problems because unlike activities, shared list memberships, or custom object records don't typically have a time component. So you can't make a filter that says "entered this shared list within the last 1 hour" or "had this custom object record linked to them with this value in the past 1 hour". So once they meet the criteria, the segment/filter will always return the contact. In my opinion, you are better off making a filter that looks for the A1, A2, A3 and your other "top" scores that Salespersons need to follow up on quickly, then exporting that data on a quick interval such as 30 minutes or 60 minutes. Usually, your Lead Score Model won't have more than a few thousand results for the top scores, if it follows general best practices.When presenting the data to Salespersons, also show the time this lead score was pulled. For C1, C2, C3, etc type contacts, you may want to run the sync perhaps daily. For D1, D2, D3 etc run the sync every few days and so on. The simplest solution to this would be a filter that says "score for model X increased in the past 1 hour" or "became A1 for model X in past 1 hour", unfortunately, that type of query does not exist in the current segmentation model and would need to be implemented through a product enhancement request. Cheers,Bojan