How do I create an organization?
To create resource organizations with in Oracle Sales, you have a few options on the steps to take.
- Create an Organization by Editing an Existing One
- Create an Organization from an Existing Department
- Create a Brand New Organization
Create an Organization by Editing an Existing One
In this example, you're editing an existing organization to add the Sales usage to it:
- Sign in as a setup user.
- In Setup and Maintenance, Sales offering, search for and select the Manage Internal Resource Organizations task.
- In the Manage Internal Resource Organizations page, search for and select the
organization you want to change. For example, search for
Vision%
. - In the Edit Organization page that lists usages associated with the organization, add a row to the table.
- In the Organization Usages table, click in the empty row and select Sales Organization as the Usage.
- Click Finish.
Create an Organization from an Existing Department
In this example, you're reusing an existing department by adding the Sales usage to it:
- Sign in as a setup user.
- In Setup and Maintenance, Sales offering, search for and select the Manage Internal Resource Organizations task.
- In the Manage Internal Resource Organizations page, click Create.
- In the Create Organization: Select Creation Method page, select the Create from Existing Department option.
- Search for and select the organization.
- Click Next.
- In the Create Organization: Enter Basic Information page, click .
- In the Organization Usages section of the screen, click in the empty row and select Sales Organization as the Usage.
- Click Finish.
Create a Brand New Organization
- Sign in as a setup user.
- In Setup and Maintenance, Sales offering, search for the Manage Internal Resource Organizations task.
- In the Manage Internal Resource Organizations page, click Create.
- In the Create Organization: Select Creation Method page, select the Create New Organization option.
- Click Next.
- Specify the name of the new organization and select Sales Organization as its usage.
- Click Finish to save the new organization with sales usage.