1. Implementing Financial Services
  2. Configure Sales Organization as the Inventory Organization

Configure Sales Organization as the Inventory Organization

Intelligent Advisor recommends that the product must be from the same organization as the one to which opportunity belongs. To implement this recommendation, you must configure item organization to be same as the sales organization.

For configuring sales organization as the inventory organization in Oracle CX Sales for Financial Services, business unit and internal organization for BU (created with same name as BU) must be available for your sales organization. The business unit and internal organization must already be set up and available at Oracle CX Sales based on the information that you provided after signing in to Oracle CX Sales.

Following are the steps to configure your sales organization as the inventory organization:

  1. Sign in to Oracle CX Sales using Application Implementation Consultant role.

  2. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Company Profile

    • Task: Manage Common CRM Business Unit Profile Options

  3. Click HZ_ENABLE_MULTIPLE_BU_CRM link.

  4. In the HZ_ENABLE_MULTIPLE_BU_CRM: Profile Values section, select No as value for Site Level if your organization doesn't support multiple business units. Select Yes if your organization needs multiple business units for setup.

  5. Click Save and Close.

  6. Click HZ_DEFAULT_BU_CRM link.

  7. If profile values are displayed, then in the HZ_DEFAULT_BU_CRM: Profile Values section, set the profile value with the default business unit that must be used in the application at site level. You can assign business units at user level also while setting up organization hierarchies.

  8. Click Save and Close.

  9. If a profile value isn't displayed, then create new profile value in the HZ_DEFAULT_BU_CRM: Profile Values section or the HZ_ENABLE_MULTIPLE_BU_CRM: Profile Values section. Select New in Actions drop-down list.

  10. Click Done on the Manage Common CRM Business Unit Profile Options page.

Manage Item Organizations

  1. Search for Manage Item Organizations task.

  2. In the Search Results, click Manage Item Organizations link.

    Manage Item Organizations page opens.

  3. Within Search, for the Organization Name field, enter the same business unit name that you selected for profile value in the Manage Common CRM Business Unit Profile Options section. Click Search.

  4. If the search results in the display of the organization and organization name details, click Done on the Manage Item Organizations page.

  5. If the search doesn't result in the display of the organization and organization name details, click the Create icon on the Manage Item Organizations page to create the new item organization.

    Create Item Organization page opens.

  6. On Create Item Organization page, select the Select an existing organization check box.

  7. Within Search section, in the Name field, enter the same business unit name that you entered for profile value in the Manage Common CRM Business Unit Profile Options section. Click Search.

  8. Click the Select Organization icon corresponding to the business unit name displayed in the Search Results.

    Create Item Organization page opens.

  9. Enter Organization and Name details. Click Next.

    Manage Item Organization Parameters page opens.

  10. For Item Master Organization field, enter the same business unit name that you entered for profile value in the Manage Common CRM Business Unit Profile Options section.

  11. Enter the Starting Revision field value as 1. Click Save and Close.

    Manage Item Organizations page opens.

  12. Click Done.

Manage Administrator Profile Values

  1. Search for Manage Administrator Profile Values task.

  2. In the Search Results, click Manage Administrator Profile Values link.

    Manage Administrator Profile Values page opens.

  3. For Profile Option Code field, enter value as QSC_SALES_PRODUCTS_INVENTORY_ORG_ID. Click Search.

  4. If a profile value is displayed, ensure that it's same as the business unit name that you entered for profile value in the Manage Common CRM Business Unit Profile Options section. Click Save and Close.

  5. If a profile value isn't displayed, then create new profile value for the Profile Option: Profile Values section. Select New for Actions drop-down list.

  6. For the Profile Level drop-down list, select Site.

  7. For Profile Value, select the same value as the business unit name that you selected for profile value in the Manage Common CRM Business Unit Profile Options section. Click Save and Close.

  8. Click Done on the Search page.