Setup Checklist

Follow the setup checklist steps as you implement and configure the Revenue Transformation Solution.

Setup Checklist

Step	Where to Find More Information
Step 1: Prerequisites Ensure that a user with the Sales Administrator job role and any Sales Product Managers have the required permissions in Oracle Product Information Management (PIM). Configure the Sales Product Manager preferences for saved search in the Sales Products list page. Configure Adaptive Search for the Product object to make a few fields available in Adaptive Search (Workspace).	Set Up Users for Templates and Workbench
Step 2: Set up Product Templates Set up product templates in Oracle Sales Products UI	Set Up Product Templates
Step 3: Set up Oracle CPQ Set up Oracle CPQ, including configuring the integration URLs and the integration user.	Set Up Oracle CPQ Integration
Step 4: Set up Pricing Set Up Pricing Functions, including pricing support for rate plans and multiple pricing.	Set Up Pricing Functions
Step 5: Set up Parts Framework Set up the framework to sync Sales products and Oracle CPQ Parts.	Set Up Data Integration Mapping
Step 6: Configure Data Sync Configure Data Sync with Oracle CPQ.	Configure Data Sync
Step 7: Launch Products Launch products, including configuring product structures, adding products to the catalog, pricing products, and making them available to sell.	Steps to Launch Products
Step 8: Integrate with Oracle ERP Products Integrate with Oracle ERP Products for a complete solution, such as the orders and receivables flows.	Integrate with Oracle ERP Applications