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

Oracle CX Sales 2026 Implementation Professional study plan

Oracle CX Sales 2026 Implementation Professional · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Setting up Purchasing & Setting up Common Procurement Functions

  • Map the procurement application's end-to-end flow (requisition to receipt to invoice match) and label where each of Purchasing and Common Procurement Functions setup tasks sits in that flow

  • Walk through the Purchasing functional setup task list and write a one-line purpose statement for every task, flagging the ones that are mandatory before a PO can be created

  • Configure document types, line types, and purchase order styles in a test instance and predict which combinations are valid before saving

  • Describe how common procurement functions (approval management, document sequencing, reference data sharing) are shared across Purchasing, Self Service Procurement, and Supplier Portal

  • Build a personal glossary of 25 procurement terms you must recognize instantly on exam day

Your checkpoint

A one-page annotated process flow plus a completed Purchasing setup task inventory with mandatory tasks marked and a 25-term glossary

Week 2

Setting up Common Procurement Functions & Provisioning Common Application Functions

  • Trace how approval management rules, hierarchies, and document sequencing interact when a purchase order is submitted for approval

  • Configure a reference data set and assign it to a business unit, then verify which procurement documents inherit it

  • Enable common application functions such as attachments, notes, and lookups, and identify which are prerequisites for later procurement setup

  • Explain how business units, legal entities, and inventory organizations relate to procurement transaction defaults

  • Draft five likely exam scenarios where a misconfigured common function breaks a downstream procurement process

Your checkpoint

A configuration log documenting approval, sequencing, and reference data settings you applied in the test instance, with the five scenarios and their root causes

Week 3

Setting up Self Service Procurement & Setting up Supplier Portal

  • Configure Self Service Procurement requisitioning behavior including catalog content, smart forms, and shopper defaults, then submit a test requisition end to end

  • Set up the Supplier Portal registration flow and identify which supplier profile sections are visible versus hidden to suppliers

  • Compare how requisition approvals and supplier registration approvals reuse the common approval framework

  • Configure punchout or content zone behavior conceptually and state which setup tasks must precede it

  • List the top five configuration errors that cause shoppers or suppliers to see empty or blocked screens

Your checkpoint

Two working test scenarios (a shopper requisition and a supplier registration) with screenshots replaced by written step logs and a five-item misconfiguration checklist

Week 4

Implementing Functional Setup Manager & Understanding the Procurement Application

  • Create an implementation project in Functional Setup Manager, assign the procurement offerings, and export the task list to confirm scope

  • Explain the difference between an offering, a functional area, and a task, and predict which tasks appear for a given offering combination

  • Describe the provisioned procurement application's key components and how they map to the offerings you selected

  • Use the setup and maintenance export/import approach to move a configuration change between environments and note the limits

  • Self-test on FSM and application-understanding questions under timed conditions

Your checkpoint

An exported implementation project task list with a written mapping of each task to its domain, plus a timed 30-question self-test score recorded

Week 5

Setting up Sourcing & Setting up Supplier Qualification Management (SQM)

  • Configure sourcing document types, negotiation styles, and award rules, then run a simulated negotiation from draft through award

  • Set up Supplier Qualification Management models, questionnaires, and scoring so a qualification outcome can be produced

  • Explain how negotiation outcomes feed supplier qualification and how qualification results influence sourcing eligibility

  • Configure two-stage sourcing or a comparable advanced negotiation pattern and describe when it is required

  • Identify which sourcing and SQM settings are seeded versus must be created

Your checkpoint

A written walkthrough of one complete negotiation and one qualification cycle, each with the setup tasks used and the decision points highlighted

Week 6

Configuring Procurement Contracts & Configuring Project-Driven Supply Chain (PDSC)

  • Configure contract types, contract templates, and clause libraries, then author a contract with clauses pulled from the library

  • Describe contract approval, amendment, and versioning behavior and predict what happens when an approved contract is amended

  • Set up Project-Driven Supply Chain foundations including project and task references on procurement documents

  • Explain how PDSC ties requisitions, purchase orders, and receipts to project expenditures and identify the required setup sequence

  • Compare contract and PDSC configuration touchpoints that overlap with Purchasing setup from week one

Your checkpoint

A configured contract template plus a written PDSC setup sequence diagram showing the required ordering of tasks

Week 7

Leveraging AI/ML/Mobile and Automation Features; Enabling Redwood Capabilities

  • Identify the AI, machine learning, and automation features relevant to procurement and state the setup or enablement each requires

  • Describe how Redwood capabilities are enabled and which procurement pages or experiences they affect

  • Explain mobile procurement capabilities and the configuration that controls what a mobile user can do

  • Distinguish features that are on by default from those requiring opt-in or profile option changes

  • Write ten exam-style questions on automation and Redwood, then answer them without notes

Your checkpoint

A feature matrix listing each AI/ML, mobile, and Redwood capability with its enablement method and default state, plus your ten self-written questions and answers

Week 8

Understanding the Procurement Application & Implementing Functional Setup Manager & Provisioning Common Application Functions & Setting up Common Procurement Functions & Setting up Purchasing & Setting up Self Service Procurement & Setting up Supplier Portal & Setting up Sourcing & Setting up Supplier Qualification Management (SQM) & Configuring Procurement Contracts & Configuring Project-Driven Supply Chain (PDSC) & Leveraging AI/ML/Mobile and Automation Features; Enabling Redwood Capabilities

  • Review every domain's weakest two topics identified from earlier weeks and re-explain each aloud without notes

  • Take two full-length timed practice passes and log every missed question by domain

  • Re-derive the setup sequence for the three heaviest domains from memory and check against your notes

  • Consolidate all deliverables into a single index you can scan in the final 48 hours

  • Confirm exam logistics and reserve a quiet test window

Your checkpoint

A consolidated review index with a domain-by-domain weak-spot list and two timed practice results showing improvement

Milestones