Setup Checklist

Follow the setup checklist steps as you implement and configure the Revenue Transformation Solution.

Setup Checklist for the Revenue Transformation Solution

Here are the high-level steps to set up the Revenue Transformation Solution:

Setup Checklist for the Revenue Transformation Solution

Step	Where to Find More Information
Step 1: Prerequisites Ensure that a user with the Sales Administrator job role and any Sales Product Managers have the required permissions in Oracle Product Information Management (PIM). Configure the Sales Product Manager preferences for saved search in the Sales Products list page. Configure Adaptive Search for the Product object to make a few fields available in Adaptive Search (Workspace).	Set Up Users for Templates and Workbench
Step 2: Set up Oracle CPQ Set up Oracle CPQ, including configuring the integration URLs and the integration user.	Set Up Oracle CPQ Integration
Step 3: Set up Product Workbench Set up the product workbench consisting of templates and a product support framework in the Oracle Sales Products UI.	Set Up Product Templates
Step 4: Set Up Data Integration and Data Sync Set up the data integration with Oracle CPQ. And set up the framework to sync Sales products and Oracle CPQ Parts.	Configure Product Data Sync and Configure Data Sync for the Product Workbench
Step 5: Launch Products Launch products, including configuring product structures, adding products to the catalog, pricing products, and making them available to sell.	Steps to Launch Products
Step 6: Enable Pricing Support Set up pricing functions, including pricing support for rate plans and multiple pricing. And, set up your implementation to use price lists through Oracle Fusion Pricing.	Base Pricing
Step 7: Enable Oracle Commerce Integration Set up Oracle Commerce to have an integrated e-commerce solution.	Overview of Oracle Commerce
Step 8: Enable Oracle Subscription Management Integration	Overview of Oracle Subscription Management
Step 9: Integrate with Oracle ERP Products Integrate with Oracle ERP Products for a complete solution, such as the orders and receivables flows.	Integrate with Oracle ERP Applications