Implementation Overview

You can use this playbook to get started with the implementation of Oracle Subscription Management. This playbook outlines the key steps required to enable, configure, and verify subscription capabilities.

This table illustrates what you need to do at a high level to get started with Oracle Subscription Management.

Implementation Area	Key Activities	User Roles Required
Access Subscription Management Features	Opt in to features, access Functional Setup Manager, add required roles	Initial Setup user
Configure Foundational Setup	Create a Subscriptions Implementation Project Create Legal Entities and Business Unit Manage Business Unit Access for Subscriptions Create Setup Users Define Products Use Unit of Measure Define Pricing Define Customer Billing Configuration	Initial Setup user, Administrator, Application Implementation Consultant
Configure Subscription Logic	Manage Subscription Rules Create Renewal Templates Create Standard Coverage	Configuration manager, Administrator, Application Implementation Consultant

Subscriptions Functional Areas

You can use these functional areas in the Sales offering to configure Oracle Subscription Management.

Here are the functional areas you must set up to configure the offering:

Functional Area	Description
Company Profile	Define and manage information about legal structure, financial reporting, common CRM business unit profile options, geographies, and currencies in which the company conducts business.
Users and Security	Set up your initial implementation setup users, sales users and hierarchy, and enable users to perform functions related to their roles.
Sales Foundation	Set up public unique identifier profile options
Subscriptions	Manage configuration settings for the creation and management of Oracle Subscription Management.
Integrations	Configure integrations for extending Oracle Subscription Management.