Multiple Business Units High-Level Setup Steps

Before you begin implementing multiple business units (BUs) in your sales application, you need to consider all of the steps and options available.

Here are the high-level steps to set up multiple-BU functionality in sales, along with where to find more information about each step. All of these steps may or may not be necessary, depending upon which product or business object you're enabling for multiple BU support.

Note: For the purposes the multiple-BU setup in sales, Oracle assumes that your company's basic enterprise structure, including a legal entity, legal division, and organizations, is already set up. See the Getting Started with Your Sales Implementation guide for more details.

Step	Description	Where to Find More Information
Set sales profile options to enable multiple BUs functionality	Set two profile options to enable the multiple-BU functionality.	See the topic, Set Sales Business Unit Profile Options
Create additional BUs	Define additional business units in the Setup and Maintenance work area. If you have already done this as part of your enterprise setup, then you can skip this step.	See the topic, Define Business Units The guide, Oracle Applications Cloud Understanding Enterprise Structures
Set business unit functions	A business function describes how a business unit is used. You must set business unit functions. If you have already done this as part of your business unit setup, then you can skip this step.	See the topic, Set Business Unit Functions
Create set-enabled reference data	If you're going to partition reference data by BU, you must create additional reference data sets for set-enabled attributes of objects.	See these topics: Overview of Managing Reference Data Create Reference Data Sets
Assign a default reference data set to business units	For each BU for which you want to partition data, assign it a default reference data set.	See the topic, Specify Business Unit Set Assignments
Associate sales resources with BUs using resource organizations	While most sales resources are associated with a single BU, overlay teams might need to work with multiple BUs. You can associate sales team members with one or more BUs.	See these topics: Overview of Sales Resources and Multiple Business Units Associate Resource Organizations With Multiple Business Units Multiple Business Units and Data Access, in the Securing Sales and Fusion Service guide
Associate BUs with territories	If you want to assign sales team members within territories by BU, you can assign the Business Unit dimension to territories.	See these topics: Territories Defined with Business Units How You Model Your Sales Organization How to Set Up Territory Dimensions
Enable leads and partners to use multiple BUs	You can specify lead attributes and some partner attributes at the BU level. Use Application Composer to enable the Business Unit field in the leads UI.	See these topics: Overview of Multiple Business Units in Leads Set Leads Business Unit Properties Add the Business Unit Field to Leads
Enable opportunities to use multiple BUs	Specify opportunity attributes at the BU level. Use Application Composer to enable the Business Unit field in the opportunities UI.	See these topics: Overview of Multiple Business Units in Opportunities Set Opportunity Business Unit Properties Add the Business Unit Field in Opportunities
Move opportunities or leads to another BU	Run the Migrate Lead and Opportunity Business Unit Data scheduled process.	See the Migrate Lead and Opportunity BU Data topic in this chapter
Implement company-defined, BU-specific business processes and UI layouts	Use Oracle Application Composer to define and manage UI layouts, workflows, validations, and triggers for different BUs.	See the Configuring Applications Using Application Composer guide and the chapters on extending business objects in this guide