Example of Creating an Organization with Sales Usage

This example demonstrates how to create a resource organization with sales usage.

There are two options to create resource organizations with sales usage:

• Create an organization from an existing department

• Create a new organization

Creating an Organization from an Existing Department

You must create an organization with sales usage from an existing department if the concerned department must be reused as a sales organization. Use the following steps:

1. Navigate to the Manage Internal Resource Organizations UI page as follows: Navigator > My Enterprise > Setup and Maintenance > Tasks > Search > Search for Manage Internal Resource Organizations.

2. You can either search for the organization whose usage you want to modify or click the Create button, select the Create from Existing Department option and specify the name of the organization in the Create Organization: Select Creation Method screen and click Next.

3. Click Actions > Add Row.

4. Specify Sales Organization as the Usage under the Organization Usages section of the screen.

5. Click Finish.

Creating a New Organization with Sales Usage

1. Navigate to the Manage Internal Resource Organizations UI page as follows: Navigator > Setup and Maintenance > My Enterprise > Tasks > Search > Search for Manage Internal Resource Organizations.

2. Click Actions > Create.

3. Select the Create New Organization option on the Create Organization: Select Creation Method screen and click Next.

4. Specify the name of the new organization and select Sales Organization as its usage.

5. Click Finish to save the new organization with sales usage.