Oracle CX Sales 2026 Implementation Professional study materials
Oracle CX Sales 2026 Implementation Professional study resources

Oracle CX Sales 2026 Implementation Professional: Implementing Functional Setup Manager

Oracle CX Sales 2026 Implementation Professional · Work through your exam, one topic at a time.

All guide sections

Implementing Functional Setup Manager

Implementation project

Functional Setup Manager is the control plane for Oracle Cloud setup. Create an implementation project, select the Procurement offering, and assign the relevant task lists. The project becomes the container for setup tasks, status, and documentation. Configure Offerings enables the offering and functional areas; Opt In enables optional features that add setup tasks and application behavior.

Task lists and data movement

Task lists group setup by functional area, such as Purchasing or Supplier Portal. Use the task list to open setup pages in context and to assign owners. FSM can export and import setup data for repeatable environments and compare setups. Run export after configuration is stable, not mid-change.

Worked example

You implement Purchasing and Self Service Procurement. Create one implementation project, add both offerings, and assign their task lists. Opt in to the required purchasing feature before configuring document styles. Complete common enterprise structures first, then procurement BU options, then document styles and approval rules. Export the task list setup and import into test to validate, then promote to production.

Traps

Adding an offering after the project is created can omit task lists; refresh assignments. Opt-ins can add dependencies and may be difficult to reverse, so confirm release notes. Export and import move setup data, not transactional data.