Overview of Enterprise Setups
A single (BU) is created for you when you first set up Sales. You can define more BUs in as needed. If you've already done this as part of your enterprise setup, then you can skip this step.
Here's a brief overview of what enterprise setups include:
- Define the Enterprise
Define the enterprise to get the name of the deploying enterprise and the location of the headquarters. This step is completed for you as part of your initial setup.
- Define Enterprise Structures
Define enterprise structures to represent an organization with one or more legal entities under common control. Define organizations to represent each area of business within the enterprise.
- Define Legal Jurisdictions and Authorities
Define information for governing bodies that operate within a jurisdiction.
- Define Legal Entities
Define legal entities and legal reporting units for business activities handled by the Oracle cloud applications.
- Define Business Units
Define business units of an enterprise to perform one or many business functions that can be rolled up in a management hierarchy.
- Define Financial Reporting Structures
Define financial reporting structures, including organization structures, charts of accounts, organizational hierarchies, calendars, currencies and rates, ledgers, and document sequences used in organizing the financial data of a company.
- Define Chart of Accounts
Define chart of accounts including hierarchies and values to enable tracking of financial transactions and reporting at legal entity, cost center, account, and other segment levels.
- Define Ledgers
Define the primary accounting ledger and any secondary ledgers that provide an alternative accounting representation of the financial data. Some sales implementations don't need to record accounting transactions and thus don't need a ledger.
- Define Accounting Configurations
Define the accounting configuration that's the framework for how financial records are maintained for an organization.
- Define Facilities
Define your manufacturing and storage facilities as inventory organizations if your company tracks inventory balances there and item organizations if your company only tracks the items used in the facility but not the balances.
- Define Reference Data Sharing
Define how reference data in the applications is partitioned and shared.
For detailed concepts about implementing your organization's enterprise structure, see the related topics. The use case in Overview of Multiple Business Units in Sales also can help you with a sample structure.