Enter Company Information and Currency

If you're setting up sales as a stand-alone application and you aren't using Setup Assistant, then use these steps to enter basic information about your company.

Note: To understand the what the Setup Assistant does for you in your implementation, see Overview of the Setup Assistant.

After you complete the steps in this topic, the data entry pages become read-only, and the application automatically takes care of two required setups for you:

• Creates the rudimentary enterprise structures required for sales.

  The structure is for internal application use only. None of the information is visible to the sales organization.

• Creates a set of role-provisioning rules that provision users with the standard security roles they need for their jobs.

This is a one-time setup. After you enter the information on the Create Company Information page, the page becomes read-only and the title changes to Review Company Information.

You must follow different steps if you're setting up your sales applications together with other Oracle applications, such as Oracle Human Resources, Oracle Procurement, or Oracle Financials. See the instructions provided in the implementation guide for each application, in this case.

1. In the Setup and Maintenance work area, Sales offering, use the Quick Setup page for the Company Profile functional area:
2. In the Create Company Information page, enter your company name in the Enterprise Name field.
3. Enter the country where your company is located.
4. Enter your company street address. Don't enter city or state and other information.
5. The first and last name fields list the name of the user who's signed in to the sales application. You can edit the entries.
6. When you're satisfied that the information is correct, click Submit.

   The application runs a background process to create the enterprise structure and create the role-provisioning rules.

7. Click Refresh to monitor the progress of the process.

   When the process completes, the Review Company Information page displays both the information that you entered and the information that the process created for you. You can't edit any of the fields except Corporate Currency.

   Note: Except for the currency, the information you enter doesn't appear anywhere in Sales. The currency you select becomes the default currency in Sales transactions.

   Review Company Information Page Fields

   Field	Description
   Enterprise Name	The name you entered. You can't change this information using the Setup Assistant in later runs.
   Address	The street address you entered.
   Legal Entity	The enterprise name followed by the letters LE.
   Business Unit	The enterprise name followed by the letters LE BU.
   Initial User	Name of the user who's signed in.
   Corporate Currency	By default, the corporate currency is US Dollar. You can select a different corporate currency. To change the corporate currency after you run Setup Assistant for the first time, use the Quick Setup for the Company Profile functional area in the Sales offering.

8. If your company uses a different currency than the US Dollar for your sales transactions, then select the currency from the Corporate Currency list.
9. Jot down the Legal Entity and Business Unit names. You must enter these names when importing users.
10. Click Save and Close.