Implementation Overview

This chapter covers the following topics:

• Implementation Task Sequence

Implementation Task Sequence

Oracle recommends that you implement Oracle Sales features in the order listed. Table 3-1 lists the steps.

Table 3-1 Oracle Sales Implementation

Mandatory	Description
Yes	Setting Up Users and Reporting Hierarchy Setting Up a Group Verify Group Setup Setting Up Manager Roles Creating a Resource, and Assigning Roles and Resource Groups Setting Up Employees as FND Users and Assigning Responsibilities
No	Setting Up Sales Admin Role
Yes	Setting Up Product Hierarchies
Yes	Setting Up Data Quality Management in the Trading Community Architecture
Yes	Setting Up Preferred Currency
Yes	Setting Up and Enabling Currency Conversion Setting Up Currency Codes Setting Up the Accounting Calendar Setting Up Calendar Types Setting Up Period Type Mapping Setting Profile Options for Multiple Currency Setting Up Reporting Currencies Setting Up Quarters as a Time Period in the General Ledger Entering GL Daily Conversion Rates Running Concurrent Programs to Set Up Pseudo Period Rates
Yes	Setting Up Leads Management
Yes	Setting Up the Lead Rules Engines
Yes	Creating Win Probabilities
Yes	Setting Up Notes, Tasks, and Calendar
Yes	Enabling Multi-Organization Access
No	Setting Up Sales Stages
No	Setting Up Sales Coaches (Sales Supplements)
No	Setting Up Sales Methodologies
Yes	Creating and Modifying Status Codes
Yes	Setting Up Forecast Categories
Yes	Setting Up Forecast Category Mappings
Yes	Setting the Defaults for Forecast Amounts
Yes	Setting Up Daily Business Intelligence Mandatory DBI Setups Optional DBI Setups
No	Importing Leads
No	Setting Up Dashboard Tables
Yes	Defining the Sales Funnel
No	Setting Up Security
Yes	Setting Up Time Zones
No	Setting Up the Territory Assignment Program
No	Setting Up Marketing Source Codes
No	Setting Up Sales Campaigns
No	Setting Up Competitor Information
No	Setting Up Quoting
No	Setting Up Proposals
No	Setting Up Projects
No	Setting Up Partners
No	Setting Up Incentive Compensation
No	Setting Up Attachments
No	Setting Up Customer Classifications
No	Setting Up Web ADI to Enable Forecast Opportunity Export
No	Implementing Oracle Sales Opportunity Transaction Reports
No	Setting Up Account Plans
No	Setting Up Strategic Information
No	Setting Up Opportunity History Tracking
No	Defining Descriptive Flexfields
No	Setting Up Lead and Opportunity Searches
No	Personalizing the User Interface