Multiple Business Units High-Level Setup Steps

Before you begin implementing multiple business units (BUs) in your sales application, you need to consider all of the steps and options available.

Note: We assume that your company's basic enterprise structure, including a legal entity, legal division, and organizations, is already set up. See the Understanding Enterprise Structures guide for information.

Step	Where to Find More Information
Step 1 You must set two profile options to enable multiple-BU functionality in Sales.	Set Sales Business Unit Profile Options
Step 2 Define additional business units in the Setup and Maintenance work area. If you've already done this as part of your enterprise setup, then you can skip this step.	Define Business Units Oracle Fusion Cloud Applications Understanding Enterprise Structures
Step 3 Set business unit functions. A business function describes how a business unit is used. You must set business unit functions. If you've already done this as part of your business unit setup, then you can skip this step.	Set Business Unit Functions
Step 4 If you're going to partition reference data by BU, you must create additional reference data sets for set-enabled attributes of objects.	Overview of Managing Reference Data Create Reference Data Sets
Step 5 For each BU for which you want to partition data, assign it a default reference data set.	Specify Business Unit Set Assignments
Step 6 Associate sales resources with BUs using resource organizations. While most sales resources are associated with a single BU, overlay teams might need to work with multiple BUs. You can associate sales team members with one or more BUs.	Overview of Sales Resources and Multiple BUs Make Associations Between Resource Organizations and BUs Multiple Business Units and Data Access to Sales Objects
Step 7 If you want to assign sales team members within territories by BU, you can assign the Business Unit dimension to territories.	Territories Defined with Business Units How to Set Up Territory Dimensions How You Model Your Sales Organization
Step 8 Enable leads and partners to use multiple BUs. You can specify lead attributes and some partner attributes at the BU level. Use Application Composer to enable the Business Unit field in the leads UI.	Overview of Multiple Business Units in Leads and Opportunities Set BU-Enabled Attributes for Leads and Opportunities Add the Business Unit Field to the Edit Lead Page
Step 9 Enable opportunities to use multiple BUs. Specify opportunity attributes at the BU level. Use Application Composer to enable the Business Unit field in the opportunities UI.	Overview of Multiple Business Units in Opportunities Set Opportunity Business Unit Properties Add the Business Unit Field to the Edit Opportunity Page
Step 10 Move opportunities or leads to another BU. Run the Migrate Lead and Opportunity Business Unit Data scheduled process.	Migrate Lead and Opportunity BU Data
Step 11 Implement company-defined, BU-specific business processes and UI layouts. Use Oracle Application Composer to define and manage UI layouts, workflows, validations, and triggers for different BUs.	Overview of Extending the CX Sales Applications