Add to the List of Available Industry Classification Categories

Use these steps to add to the list of available industry classification categories. For example, if you want to use NAICS 2017 for your accounts, you can add it as described here.

  1. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Accounts and Contacts

    • Task: Manage Classification Groups

  2. Click Search without entering any search criteria.

  3. Highlight the row for Industrial Categories in the search results.

  4. Click Edit (the pencil icon).

  5. On the Edit Classification Category Group: Industrial Categories page, click Add Row (the plus sign icon).

  6. From the Classification Category list, select the classification category you want to add, for example, ORA_HZ_NAICS_2017.

  7. Click Save and Close.

  8. On the Manage Classification Category Groups page, click Done.