Overview of Enterprise Setups

A single business unit (BU) is created for you when you first set up the sales applications. You can define additional BUs in as needed. If you have already done this as part of your enterprise setup, then you can skip this step.

The setup of business units is part of the enterprise structure setup. This table shows what you need to do to set up enterprise structures. For the purposes of the sales multiple-BU setup, we assume that your company's basic enterprise structure, including a legal entity, legal division, and organizations, is already set up.

Step	Description
Define Enterprise	Define the enterprise to get the name of the deploying enterprise and the location of the headquarters. This step is completed for you as part of your initial setup. See the Implementing Sales guide for more information.
Define Enterprise Structures	Define enterprise structures to represent an organization with one or more legal entities under common control. Define organizations to represent each area of business within the enterprise.
Define Legal Jurisdictions and Authorities	Define information for governing bodies that operate within a jurisdiction.
Define Legal Entities	Define legal entities and legal reporting units for business activities handled by the Oracle cloud applications.
Define Business Units	Define business units of an enterprise to perform one or many business functions that can be rolled up in a management hierarchy.
Define Financial Reporting Structures	Define financial reporting structures, including organization structures, charts of accounts, organizational hierarchies, calendars, currencies and rates, ledgers, and document sequences used in organizing the financial data of a company.
Define Chart of Accounts	Define chart of accounts including hierarchies and values to enable tracking of financial transactions and reporting at legal entity, cost center, account, and other segment levels.
Define Ledgers	Define the primary accounting ledger and any secondary ledgers that provide an alternative accounting representation of the financial data. Some sales implementations don't need to record accounting transactions and thus don't need a ledger.
Define Accounting Configurations	Define the accounting configuration that's the framework for how financial records are maintained for an organization.
Define Facilities	Define your manufacturing and storage facilities as inventory organizations if your company tracks inventory balances there and item organizations if your company only tracks the items used in the facility but not the balances.
Define Reference Data Sharing	Define how reference data in the applications is partitioned and shared.

For detailed concepts about implementing the enterprise structure, read the guide, Oracle Fusion Cloud Applications: Understanding Enterprise Structures, available on Oracle Help Center. The use case in the topic, Multiple Business Units in Sales: Overview, can help you with a sample structure.

For a procedure on how to create additional business units, see the topic, Define Business Units.