Oracle Sales Cloud

Implementation Partner Workshop

02A Initial Setup Tasks

Oracle Sales Cloud Implementation Partner Workshop

Practice 02A-1: Setting Up Initial Data

Goals

To review some initial data set up by Oracle

To enable validation for Australian geography
To set up geography for New Zealand

Time
15 minutes

Overview
In this practice you will first verify some initial data set up for your environment. Then you will
move on to setting up some geographies. First, you will enable validation for Australian
geography at the State level. Then for New Zealand geography, you will create a structure,
define a hierarchy, and set up validation. You will use country, region, and city in this exercise.
NOTE: If your task page does not draw correctly, you are probably using an unsupported
browser or browser version.

Tasks
1.

TASK: Review/Update the initial data that Oracle set up for our enterprise
DETAILED STEPS:
a. Sign in to the Desktop UI as bala.gupta.
b.
c.
d.

Click the Navigator Icon

in the top right corner of the screen
Click Setup and Maintenance in the Tools section.
In the Search area in the Name field, type Manage Enterprise HCM Information and
click Search.

e.

In the Go to Task column, click the Go to Task Icon

Whats the name of the company in this course?
What language will a persons name appear in by default?
Click Done to return to the Overview page for Setup and Maintenance.
NOTE: If you need to correct the information in your own implementation (not our
demo environment), click Edit > Correct. If you update any data, be sure to cancel
out without making any changes.
f. Go to this setup task: Define Default Proposal Owner
NOTE: Generally, the person who creates a territory proposal is stamped as the
owner. However, in some cases, the system will automatically generate a territory
proposal. Therefore, you want to specify a default owner, a person who will be able
to follow up on the notification if this occurs.
Who is the person at your enterprise who will become the owner of any territory
proposals that the system generates?
Can you change this to a different person, or is it read-only?
Click Cancel or if changes are made, Save and Close.

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Practices for Lesson 02A

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2.

TASK: Define validation for Australian geography. You must perform this step so that later
practice exercises work properly.
DETAILED STEPS
a. Go to this setup task: Manage Geographies
b. Locate Australia.

c.
d.
e.
f.
g.

A check mark in the column means that the step has been defined. You are going to
review the already-defined steps and then define validation, which has not yet been
done.
Click the Structure Defined icon and verify that all geography levels are selected.
Click the Hierarchy Defined icon and review the values.
Click the Validation Defined icon.
In the Geography Mapping and Validation section, highlight the State row.
Scroll to the right if needed and select the Geography Validation check box. This
means that validation will occur for Australian states but not at a more granular level.

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Practices for Lesson 02A

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3.

h.

Also select the Enable List of Values check box. This will populate the State LOV with
these values.

i.

In the Geography Validation Control section, set "Geography Validation Level for
Country" = Error.

j.

Click Save and Close.

TASK: Manually set up geography for New Zealand (Country, Region, and City).
DETAILED STEPS
a. In the Manage Geographies search, locate New Zealand.
Notice that the Hierarchy Defined and Validation Defined task icons are disabled.

b.
c.

d.
e.
f.
g.
h.
i.

You cannot define a hierarchy or geography validation before defining your country's
geographical structure.
Click Actions and notice that the Import Nokia Data is not available because New
Zealand is not yet a supported country.
Click the Structure Defined task icon.
Notice that no structure is currently defined. Also notice that you could copy the
structure from an existing country structure if you had one.
Click Create.
In the Add Geography Type list, notice that Region is not an option.
Click the Create and Add Geography Type button.
Enter Region and save the new type.
In the Add Geography Type list, select City.
Click Add.
Click Save and Close.
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j.

4.

Notice that the Structure Defined task icon has been replaced by a check mark to
indicate this task is complete.
k. Notice that the Hierarchy Defined task icon is now enabled.
Add hierarchy to your structure by entering the values for regions and cities in New
Zealand.
a. Click the Hierarchy Defined task icon.
b. Select the row for New Zealand. This row should have Country in the Type column.
You are going to enter the first region name.
c. Click the Create icon.

d.
e.
f.
g.

Verify that you are on the Create Region page.

In the Primary and Alternate Names section, enter Auckland Region for the Name.
In the Primary and Alternate Codes section, click the Add icon.
Set:
Code

AUCKLAND_Region

Code Type

Unknown

h.
i.

Note: Geographical codes are used to provide standardized abbreviations for

geographical regions; for example, CA for California. Countries have geographical
codes defined by the International Standards Organization (ISO). In the United States,
the Federal Information Processing Standard (FIPS) provides two-letter codes for
states. You may identify primary cities using the Primary City code type, and
geographical taxation zones using the Tax Geography Code type. If none of these
code types apply, use Unknown.
You can use the entire city and region names for your codes or abbreviations.
Click Save and Close. Next, you will add city names for the Auckland Region.
Select the row for Auckland Region.

j.
k.
l.

Click the Create icon.

Verify that you are on the Create City page.
In the Primary and Alternate Names section, set Name = Auckland City.
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m. In the Primary and Alternate Codes section, click the Add icon.
n. Set:

o.
p.
q.
r.
s.

Code

AUCKLAND_City

Code Type

Unknown

Click Save and Close to close the Create City page.

Click Save and Close to close the Manage Geography Hierarchy page.
Notice that the Hierarchy Defined task icon has been replaced by a check mark.
Also notice that the Validation Defined task icon is now enabled.
Repeat this process to add the cities and region shown in this table:
Region

Region Code

City

City Code

Auckland

AUCKLAND_REGION

Wellington

WELLINGTON_REGION

Auckland
Waiwera
Orewa
Wellington
Lower Hutt

AUCKLAND_CITY
WAIWERA_CITY
OREWA_CITY
WELLINGTON_CITY
LOWERHUTT_CITY

Note that this is a partial list of New Zealand regions and cities.
5.

Define validation for your hierarchy.

a. In the row for New Zealand, click the Validation Defined task icon.
b. Click the No Styles Format row to make sure it is selected.

c.
d.
e.
f.
g.

In the Geography Mapping and Validation section, select the Region row.
Select the Enable List of Values check box.
Scroll to the right if needed and select the Geography Validation check box.
In the Geography Validation Control section, set "Geography Validation Level for
Country" = Error.
Repeat steps d-f for the City Geography type.

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h.

Verify that your page looks similar to this:

i.
j.

Click Save and Close.

Notice that the "Validation Defined" task icon has been replaced by a check mark.
All the tasks are now complete.
Click Done.

k.

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Solution
1e: Go to this setup task: Manage Enterprise HCM Information
Whats the name of the company in this course?
Vision Corporation
What language will a persons name appear in by default?
English
1f: Go to this setup task: Define Default Proposal Owner
Who is the person at your enterprise who will become the owner of any territory
proposals that the system generates?
Bala Gupta
Can you change this to a different person or is it read-only?
You can select another user from the drop-down list.

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Practices for Lesson 02A

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