Where You Perform Customer Data Management Setup Tasks

For most Customer Data Management setup tasks, you use the Setup and Maintenance work area to access the setup pages associated with the component or feature. The Setup and Maintenance work area is also known as the Functional Setup Manager.

Note: To start an implementation of Customer Data Management, a user with the Configure Oracle Fusion Applications Offering privilege (ASM_CONFIGURE_OFFERING_PRIV) such as Application Implementation Consultant, must opt into the offerings applicable to your business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage the opt-in and setup of your offerings.

For Customer Data Management setup tasks, a user with the Master Data Management Application Administrator role performs many, if not most, of the setup and configuration tasks.

You navigate to the Customer Data Management offering to access setup tasks:

1. Sign in as the Master Data Management Application Administrator or as a setup user and navigate to the Setup and Maintenance work area. The Setup page appears with an offering selected.

   Tip: To navigate to Setup and Maintenance, you can use the Navigator menu or the menu underneath your user image or name in the global header.

2. In the Setup page, select the Customer Data Management offering.

   The Setup: Customer Data Management page appears with a list of functional areas.

3. In the list of functional areas, click the functional area that has the tasks you need to access. A list of required tasks for the area is displayed.

4. In the list of tasks that appears, find the task you want and select it. (If the task you want isn't in the list, select All Tasks in the tasks filter.)

   The setup page for the task appears.

For more information about Functional Setup Manager, see the Oracle Applications Cloud Using Functional Setup Manager guide and the related topics.