Sales Products Prerequisites

Here's an overview of the prerequisites:

• Create a Location
• Create the Item Master and Ensure the Setup of the Location
• Ensure Setup of Units of Measure
• Specify the Item Master Organization for Sales Products
• Identify the Item Master Organization as the Source of Import Data

Create a Location

You must create a location for your organization so that you can select it when you create the item organization. However, if you've already set up locations as part of your initial setup with another Oracle cloud service, then you don't need to perform this step.

1. Sign in as a setup user and go to Setup and Maintenance > Sales offering > Sales Catalog and Products functional area > Manage Locations task.
2. Click Create to create a new location.
3. In the Location Information region, Name field, enter a name. For example, enter HQ.
4. Enter any combination of letters or numbers without spaces in the Code field. For example, enter HQ. You don't need to change the other values.
5. Click Submit.

Create the Item Master and Ensure the Setup of the Location

Sales products functionality relies on the item master organization, the organization that holds the definitions of all products your company plans to sell. Therefore, before you can use products in your catalog, you must set up a location and then an item master organization.

For more information, see the related topics and these guides:

• Oracle Applications Cloud Understanding Enterprise Structures
• Oracle SCM Cloud Implementing Product Management
• Oracle SCM Cloud Using Product Master Data Management

Here are the steps:

1. Sign in as a setup user and go to Setup and Maintenance > Sales offering > Sales Catalog and Products functional area > Manage Item Organizations task.
2. On the Manage Item Organizations page, click Create.
3. Enter a name in the Name field, for example, Vision Item Master.

   You must select this name when setting the profile option, Sales Products Item Organization, in a separate and related task. This name is visible only during setup.

4. In the Organization field, enter any combination of up to 18 uppercase letters and numbers, for example, VISION.

   You must enter this name in the separate and related setup task: Manage Spoke Systems.

5. In the Name field in the Location region, click the down arrow and select Search from the list.
6. In the Search and Select: Location Details window, in the Name field, enter the name of the location you created.
7. Click Search.
8. Select the organization name and click OK.
9. On the Create Item Organization page, click Next.
10. On the Manage Item Organization Parameters page, make sure the organization name you entered (Vision Item Master) is selected in the Item Master Organization list. This selection establishes the organization as the item master.
11. In the Starting Revision field, enter a number. For example,1. Again, your entry doesn't matter.
12. Save your work.

Ensure Setup of Units of Measure

Units of measure (UOMs) are standard definitions for product measurements. Therefore, you must set up UOMs. If UOMs are already set up as part of your company's existing setups, then you can skip this step.

Setting up UOMs involves creating the larger UOM classes (or categories), as well as the UOMs themselves. For example:

• If you're selling consulting services where you charge by the hour and minute, then you set up Time as the UOM class and Hour and Minute as UOMs.
• If you're selling goods that are priced by the box and by the unit, you set up Quantity as the UOM class and Box and Each as the UOMs.
• If you're selling and pricing goods by the meter, then you set up Dimension as the UOM class and Meter as the UOM.

Each class can have only one base UOM. Base UOMs should generally be the smallest UOM in the class.

Tip: When disabling UOMs, disable the conversions first, then the UOM. It the UOM you're disabling is a base unit, the class should be disabled also. After an item has been defined in the item master, then the primary UOM for that item can't be modified.

1. Sign in as a setup user and go to Setup and Maintenance > Sales offering > Sales Catalog and Products functional area > Manage Units of Measure task.
2. Create the class for the unit of measure:
   1. Click Manage UOM Classes.
   2. On the Manage UOM Classes page, set up each class:
      1. Click Add, (the plus sign icon in Search Results).
      2. Enter the class code (no spaces permitted), class name, and optional description.

         For example, for quantity, enter QUANTITY as the Class Code, Quantity as the Class Name.

      3. Enter a code (three-character limit) and name for the smallest unit you're selling in the UOM Code and Base UOM Name fields.

         For example, for the class Quantity, enter Ea as the UOM Code and Each as the Base UOM Name.

         Salespeople use your entry in the name field for entering opportunity quantities.

3. Save your work.
4. You created the smallest unit of measure for each class. Now create any additional units of measure for each class:
   1. On the Manage Units of Measure page, click Add.
   2. Enter the code and the name of the unit of measure.

      For example, if your smallest unit of measure for the class Time was Minute, then create Hour as another unit of measure if your organization charges by the hour.

   3. Select a class from the Class Name list.
5. Save your work.
6. Click Manage UOM Standard Conversions.
7. On the Manage UOM Standard Conversions page, enter the conversions for each of the additional units of measure you created:
   1. Enter the UOM name, for example, Hour, and click Search.
   2. Enter the conversion. For Hour, enter 60 to indicate there are 60 minutes in the hour.
8. Save your work.

Specify the Item Master Organization for Sales Products

You must set the Sales Products Item Organization profile option to the item master organization you just created.

1. Sign in as a setup user and go to Setup and Maintenance > Sales offering > Sales Foundation functional area > Manage Administrator Profile Values.
2. In the Profile Display Name field, enter Sales Products Item Organization.
3. Click Search.
4. Click the name of the profile option in the search results.
5. In the Profile Value field, select the item master organization you created from the list.
6. Save your work.

Identify the Item Master Organization as the Source of Import Data

You must specify the item organization as the default source of the import data using the Manage Spoke Systems task. Spoke systems (also called source systems) identify the source of import data.

1. Open the Manage Spoke Systems task from the implementation project. Alternatively, you can search for the task by name in the Setup and Maintenance work area. (You must use the side-panel search because the task isn't in the Sales offering.)

   The Manage Spoke Systems page appears. You can ignore any error message you receive regarding read permissions.

2. In the Name column in the Search Results region, click the Product Information Management Data Hub link.
3. On the Edit Spoke System: Product Information Management Data Hub page, Import Options tab, select the item master organization name you created earlier from the Default Organization list. For example, select VISION.
4. Save your work.