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
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
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
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
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
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
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
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
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