Overview of Setting Up Sales Assets

The CRM Asset object is the default assets module in Oracle Sales. You can use it alone or you can enable Oracle SCM Installed Base Assets, which provides more functionality.

Setup Options for CX Assets in Sales

This table describes configuration options for CX Assets:

Configuration Option	Description	Where to Find More Information
Asset security - review role requirements.	CX Assets uses the standard Oracle Fusion role-based security. Review the roles to see what you need to configure.	Access to Assets Through Roles and Privileges
You can use the default Oracle CX Assets functionality that comes supplied with Sales. You can use Oracle SCM Installed Base Assets for more features. Note: You can't use both assets products in Sales.	The option you choose depends on your business needs. The default option lets your users do basic asset tracking. If you enable Oracle SCM Installed Base Assets, your users have extra capabilities to manage assets in Activities and in the Accounts pages.	Enable SCM Installed Base Assets in Activities and Accounts
Sync CX Assets with SCM and Subscription Management	To get the consolidated view of products (CX, SCM, and Subscription Management), you must configure asset sync.	Configure Asset Sync
Expose the Assets icon in the Navigator and Sales springboard.	The Assets icon isn't available by default from the Navigator and Sales springboard.	Expose the Assets Icon on the Navigator and Springboard
Integrate opportunities with Assets	Set up the application so that salespeople can create opportunities in the context of assets, directly from the Assets pages.	Integrate Opportunities with Assets

Configure the Classic Oracle Sales UI

There are several configuration options for the classic Oracle Sales UI. See the chapter, Configure the Classic Sales UI, for more information.

Sales Catalog Integration

The Assets application is automatically integrated with the sales catalog and with sales products. In the assets pages, lists of values appear for products and product groups that are included in the catalog. For more information, see Sales Products High-Level Setup Steps and Overview of Sales Catalog Setup.

Import and Web Services Integration

Using Oracle Import and Export Management, you can import assets into the application. You can also use web services to create an asset. For more information, see the Understanding Import and Export Management for CX Sales and Fusion Service and REST API for CX Sales and Fusion Service guides.