CRM On Demand




      Oracle CRM On Demand for
Partner Relationship Management
              Configuration Guide
       ...
Copyright © 2005, 2010 Oracle and/or its affiliates. All rights reserved.

Oracle is a registered trademark of Oracle Corp...
Contents


Oracle CRM On Demand for Partner Relationship Management Configuration Guide 1




Chapter 1:                  ...
Contents ■




    Access Levels for the Channel Manager Role         47
Access Profile Settings for the Partner Sales Rep...
Contents ■




About Fund Management     89
Example of Managing Funds (Channel Managers)           89
About Fund Request M...
Contents ■




6     Oracle CRM On Demand for Partner Relationship Management
      Configuration Guide Release 17 Rev. A
1              What’s New in This Release


What’s New in Oracle CRM On Demand for Partner Relationship
Management Configu...
What’s New in This Release ■




Table 2.     New Product Features in Oracle CRM On Demand for Partner Relationship Manage...
2              Overview


This chapter provides an overview of Oracle CRM On Demand for Partner Relationship Management.
I...
Overview ■ About This Guide




10    Oracle CRM On Demand for Partner Relationship Management
      Configuration Guide R...
3                Getting Started


This chapter describes the initial tasks that must be completed before you begin to con...
Getting Started ■ Provisioning Oracle CRM On Demand for Partner Relationship
Management




■    How your company manages ...
4               Configuring Oracle CRM On
                Demand for Partner
                Relationship Management


Thi...
Configuring Oracle CRM On Demand for Partner Relationship Management ■
Upgrading From Previous Releases




1    Validate ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■
                                                 Up...
Configuring Oracle CRM On Demand for Partner Relationship Management ■
Upgrading From Previous Releases




Table 5.     S...
Configuring Oracle CRM On Demand for Partner Relationship Management ■
                                                   ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ About
Configuring Oracle CRM On Demand for Partner ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■
     Roadmap for Configuring Oracle CRM On Demand f...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Setting
Up Page Layouts




■    Lead

■    Opportu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Setting
                                           ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Channel Manager ...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Partner Sales Re...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Partner Sales Re...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Partner Sales Re...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Partner Sales Re...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
                                Layout Configu...
Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page
Layout Configurations for the Partner Sales Re...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Oracle CRM On Demand for Partner Relationship Management ...
Upcoming SlideShare
Loading in...5
×

Oracle CRM On Demand for Partner Relationship Management ...

1,014

Published on

Published in: Technology, Business
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
1,014
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
48
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

Transcript of "Oracle CRM On Demand for Partner Relationship Management ..."

  1. 1. CRM On Demand Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A March 2010
  2. 2. Copyright © 2005, 2010 Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error- free. If you find any errors, report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS. Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are “commercial computer software” or “commercial technical data” pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party.
  3. 3. Contents Oracle CRM On Demand for Partner Relationship Management Configuration Guide 1 Chapter 1: What’s New in This Release Chapter 2: Overview About Partner Relationship Management 9 About This Guide 9 Chapter 3: Getting Started Provisioning Oracle CRM On Demand for Partner Relationship Management 11 Chapter 4: Configuring Oracle CRM On Demand for Partner Relationship Management Upgrading From Previous Releases 13 Upgrading PRM Partner Records 13 Manually Migrating Fund Requests 15 Migrating Registration Information from Opportunity to Deal Registration 17 About Configuring Oracle CRM On Demand for Partner Relationship Management 18 Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management 19 Setting Up Page Layouts 19 Page Layout Configurations for the Channel Manager Role 22 Page Layouts for the Channel Manager Role 22 Page Sections for the Channel Manager Role Page Layouts 23 Field Layouts for the Channel Manager Role Page Layouts 26 Related Information Sections for the Channel Manager Role Page Layouts 34 Page Layout Configurations for the Partner Sales Rep Role 36 Page Layouts for the Partner Sales Rep Role 36 Page Sections for the Partner Sales Rep Role Page Layouts 37 Field Layouts for the Partner Sales Rep Role Page Layouts 38 Related Information Sections for the Partner Sales Rep Role Page Layouts 44 Setting Up Access Profiles for Partner Roles 46 Access Profile Settings for the Channel Manager Role 47 Access Profiles for the Channel Manager Role 47 Oracle CRM On Demand for Partner Relationship Management 3 Configuration Guide Release 17 Rev. A
  4. 4. Contents ■ Access Levels for the Channel Manager Role 47 Access Profile Settings for the Partner Sales Rep Role 47 Access Profiles for the Partner Sales Rep Role 48 Access Levels for the Partner Sales Rep Role 48 Creating Partner Roles 53 Role Settings for the Channel Manager Role 55 Record Type Access for the Channel Manager Role 55 Privileges for the Channel Manager Role 55 Tab Access and Order for the Channel Manager Role 56 Page Layout Assignment for the Channel Manager Role 57 Role Settings for the Partner Sales Rep Role 57 Record Type Access for the Partner Sales Rep Role 58 Privileges for the Partner Sales Rep Role 59 Tab Access and Order for the Partner Sales Rep Role 60 Page Layout Assignment for the Partner Sales Rep Role 60 Privileges for the Partner Administrator Role 61 Adding Partner Users 61 Process of Configuring Books and Workflow Rules for PRM 62 About Using Books and Workflow Rules for PRM 62 Creating the Partner Organization Book Type 67 Configuring Workflow Rule Actions for Partner Account Synchronization 67 Viewing Workflow Results 72 Chapter 5: Managing Partner Relationships About Partner Account and Profiling Management 76 Guidelines for Working With Partner Accounts 76 About Book Management 77 Example of Creating Partner Accounts 78 About Partner Program Management 80 Defining a Partner Program (Channel Manager) 80 About Lead Management 81 Example of Managing Leads 81 About Managing Deal Registration 82 Example of Managing Deal Registration 84 Deal Registration in Prior Releases 87 The Deal Registration Process 88 4 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  5. 5. Contents ■ About Fund Management 89 Example of Managing Funds (Channel Managers) 89 About Fund Request Management 90 Example of Managing Fund Requests (Partner Users) 90 About Fund Request Claims Management 91 Example of Managing Fund Request Claims 91 About MDF Request Management 92 Example of Managing MDF Requests (Partner Users) 93 About MDF Claims Management 93 Example of Managing MDF Claims 94 About Special Pricing Request Management 95 Example of Managing Special Pricing Requests (Partner Users) 95 About Special Pricing Claims Management 96 Example of Managing Special Pricing Claims 96 About Applications 97 Example of Managing Applications (Channel Manager) 98 About Partner Content Management 98 Example of Managing Partner Content 99 Index Oracle CRM On Demand for Partner Relationship Management 5 Configuration Guide Release 17 Rev. A
  6. 6. Contents ■ 6 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  7. 7. 1 What’s New in This Release What’s New in Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 17 Rev. A Table 2 lists changes described in this version of the documentation to support Oracle CRM On Demand for Partner Relationship Management. Table 1. Changes in Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 17 Rev. A Topic Description Upgrading PRM Partner Records Updated steps for upgrading PRM partner records. Table 2. New Product Features in Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 17 Topic Description Provisioning Oracle CRM On Added the following record types to the list: Demand for Partner Relationship ■ Deal Registration Management ■ Deal Registration Product Revenue ■ MDF Request ■ Special Pricing Request ■ Special Pricing Product ■ Price List ■ Price List Line Item Upgrading From Previous Releases Added information on upgrading partner records, migrating fund requests, and migrating registration information from opportunity to deal registration. Oracle CRM On Demand for Partner Relationship Management 7 Configuration Guide Release 17 Rev. A
  8. 8. What’s New in This Release ■ Table 2. New Product Features in Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 17 Topic Description Multiple Added new record types to many of the field, page, and tab layout tables. Managing Partner Relationships Added the following processes: ■ About Managing Deal Registration ■ Example of Managing Deal Registration ■ Deal Registration in Prior Releases ■ The Deal Registration Process ■ About MDF Request Management ■ Example of Managing MDF Requests (Partner Users) ■ About MDF Claims Management ■ Example of Managing MDF Claims ■ About Special Pricing Request Management ■ Example of Managing Special Pricing Requests (Partner Users) ■ About Special Pricing Claims Management ■ Example of Managing Special Pricing Claims ■ About Applications ■ Example of Managing Applications (Channel Manager) 8 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  9. 9. 2 Overview This chapter provides an overview of Oracle CRM On Demand for Partner Relationship Management. It includes the following topics: ■ About Partner Relationship Management on page 9 ■ About This Guide on page 9 About Partner Relationship Management A partner, partner channel or partner organization is an external company or a person at a company that sells or services products belonging to the brand owner. Oracle CRM On Demand for Partner Relationship Management supports brand owners in managing their partner relationships, by improving the brand owners’ ability to manage partners, programs, leads, opportunities, funds, fund requests, and collateral. Using Oracle CRM On Demand for Partner Relationship Management, you can manage the following: ■ Partner accounts and profiling ■ Partner programs ■ Leads ■ Opportunities ■ Deal registrations ■ Content (solutions) ■ Market development fund requests ■ Special pricing authorizations and requests ■ Partner self administration About This Guide This guide describes how to configure Oracle CRM On Demand for Partner Relationship Management and provides details of suggested page layouts and roles that you can set up to support partner relationship management (PRM). Your company’s requirements might differ from the settings suggested in this guide. This guide also provides examples of tasks and processes that are typically performed by end-users in Oracle CRM On Demand for Partner Relationship Management. Your company can customize the tasks and processes to support your business requirements. For more information about administering and using Oracle CRM On Demand, see Oracle CRM On Demand Online Help. Oracle CRM On Demand for Partner Relationship Management 9 Configuration Guide Release 17 Rev. A
  10. 10. Overview ■ About This Guide 10 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  11. 11. 3 Getting Started This chapter describes the initial tasks that must be completed before you begin to configure Oracle CRM On Demand for Partner Relationship Management. It includes the following topic: ■ Provisioning Oracle CRM On Demand for Partner Relationship Management Provisioning Oracle CRM On Demand for Partner Relationship Management If your company plans to use Oracle CRM On Demand for Partner Relationship Management, your first task is to contact Customer Care and ask them to set up your company to use Oracle CRM On Demand for Partner Relationship Management. The initial setup process, which is referred to as provisioning, exposes Web pages, record types, features, and fields which can differ from the standard application, but are relevant to your business. When Customer Care provisions Oracle CRM On Demand for Partner Relationship Management for your company, they add the following record types to your application: ■ Deal Registration ■ Deal Registration Product Revenue ■ Partner ■ Program ■ Fund ■ Fund Request ■ MDF Request ■ Special Pricing Request ■ Special Pricing Product ■ Price List ■ Price List Line Item Customer Care also creates the PRM Administrator access profiles and the PRM Administrator role, and assigns this role to your company administrator. This role gives company administrators the privileges and access options that they need to configure the application, create other roles, and grant the same privileges and access options to other roles, as required. These configuration tasks are described in Configuring Oracle CRM On Demand for Partner Relationship Management on page 13 Customer Care can also set up other features in your application, including the following: ■ Custom objects and company branding ■ How your company accesses Oracle CRM On Demand Oracle CRM On Demand for Partner Relationship Management 11 Configuration Guide Release 17 Rev. A
  12. 12. Getting Started ■ Provisioning Oracle CRM On Demand for Partner Relationship Management ■ How your company manages large volumes of data 12 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  13. 13. 4 Configuring Oracle CRM On Demand for Partner Relationship Management This chapter describes how to configure Oracle CRM On Demand for Partner Relationship Management (PRM). It includes the following topics: ■ Upgrading From Previous Releases on page 13 ■ Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management on page 19 ■ Setting Up Page Layouts on page 19 ■ Page Layout Configurations for the Channel Manager Role on page 22 ■ Page Layout Configurations for the Partner Sales Rep Role on page 36 ■ Setting Up Access Profiles for Partner Roles on page 46 ■ Access Profile Settings for the Channel Manager Role on page 47 ■ Access Profile Settings for the Partner Sales Rep Role on page 47 ■ Creating Partner Roles on page 53 ■ Role Settings for the Channel Manager Role on page 55 ■ Role Settings for the Partner Sales Rep Role on page 57 ■ Adding Partner Users on page 61 ■ Process of Configuring Books and Workflow Rules for PRM on page 62 Upgrading From Previous Releases When upgrading from previous releases to Release 17, there are several tasks you should perform. They include: ■ Upgrading PRM Partner Records on page 13 ■ Manually Migrating Fund Requests on page 15 ■ Migrating Registration Information from Opportunity to Deal Registration on page 17 Upgrading PRM Partner Records When upgrading from previous releases to Release 17, customers who have implemented PRM will need to manually upgrade their PRM Partner Records. This process should be done for all PRM Partner Records. Oracle CRM On Demand for Partner Relationship Management 13 Configuration Guide Release 17 Rev. A
  14. 14. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Upgrading From Previous Releases 1 Validate that all Partners currently in use in the system have their Partner Organization Status set to Active. For any Partner that doesn’t, set Partner Organization Status = Active. 2 Add a custom field of type check box, called PreUpgradeActive, to the Partner object and expose it in the layout used by the user executing the following steps. 3 Query all PRM Partners in a list from the Accounts tab (Account Type=Partner). 4 Export this list, with only the following fields: Account Name, Location, Owner. 5 Mass update the list and set Managed Partner Flag=Y for all the Partners. 6 In the CSV that was exported in Step 4, change the value of Owner Alias to the value of the User Sign In ID for the same User (it is possible that the two values may be equal, but if not, it must be ensured that the value is that of the User Sign In ID). Import the CSV as Partner records (in the Import drop-down chose Partner). Details of the Import mapping and options to be selected are given in Table 3. Table 3. Import Mapping Details Account Field to be In the Third Step of the Import Corresponding Partner Exported Tool, the Fields appear as Fields to be Mapped Account Name Account Name Partner Name Location Location Location Owner (change to value of Owner Alias Owner same user’s User Sign In ID) In the first step of the import tool you must select the option values shown in Table 4: Table 4. Option Values to Select When using the Import Tool Option Value to Select Select the method Import should use to uniquely identify matching On Demand Predefined records. You can use either the External Unique ID or On Demand Row Fields ID or the following On Demand predefined fields: Partner Name, Location If the unique record identifier of the record being imported matches a Overwrite Existing record already in On Demand: Records If the unique record identifier of the record being imported does not Create New Record match a record already in On Demand: The import process may encounter field values that do not match the Don't Import Field picklist values for fields in Oracle CRM On Demand. Please decide how Value to resolve these conflicts: 7 Go to the Partners tab and get a list of all active Partners (Partner Organization Status = Active). 8 Mass update the list and set PreUpgradeActive=Y. 14 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  15. 15. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Upgrading From Previous Releases 9 Go to the Partners tab and get a list of all Partners where PreUpgradeActive=Y. Mass update the list and set the value for the Partner Organization Status field to Inactive. 10 Go to the Partners tab and get a list of all Partners where PreUpgradeActive=Y. Mass update the list and set the value for the Partner Organization Status field to Active. Step 8 and Step 9 allow the books that are automatically created in Release 17 to support the Partner Relationships to be created. For more information on this functionality, see the Partners section in Oracle CRM On Demand Online Help. 11 For each Partner in the list, verify that a book called <Company Identifier> <Partner Name> (for example, if Company Identifier=1QA2-ONQWR Partner Name=Partner1 the book name would be 1QA2-ONQWR Partner1) is added to each Partner Record. 12 For each Partner in the list, go to a list of Users with Partner Organization=<Partner Name>. You can export the list and use it to add each of these users as members to the book mentioned in the previous step, through the quick add applet for adding Book Members on the Book Administration screen. This is required to ensure that all these Users can see their own Partner as well as all Partners related to their own Partner, in places where they use Partner lists (for example, fields for configuring Multi-tiered Partnerships for Opportunities). Manually Migrating Fund Requests Two new record types are introduced in Release 17: Special Pricing Requests and MDF Requests. These two record types can replace the existing Fund Requests (type SPA or MDF). If you have been using Fund Request before Release 17, you have the option after the upgrade to either continue using them or migrate manually to the newly introduced Special Pricing Requests and MDF Requests. The manual migration can take place either directly after the upgrade or at a later time, depending on your needs. After the migration is performed, you must not use Fund Requests in parallel with Special Pricing Requests and MDF Requests, because this will be problematic. You will be able to access existing Fund Request records through the new record types. The manual migration to the new record types will involve a number of steps using the Oracle CRM On Demand for Partner Relationship Management user interface and the batch update capabilities (no script is being provided). Before the migration, all of the Fund Requests that will be included in this process should have Type defined (SPA or MDF). The detailed steps are described in the following steps: 1 Define Principal Partner Account for each migrated record (for example as the Partner Organization of record owner, and so on). 2 Migrate Fund Request Status field to the Special Pricing and MDF Request Submission Status, Approval Status, and Claim Status fields as described in Table 5: Oracle CRM On Demand for Partner Relationship Management 15 Configuration Guide Release 17 Rev. A
  16. 16. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Upgrading From Previous Releases Table 5. Status Mapping for Migrating Fund Requests to Special Pricing and MDF Requests Fund Request Field Special Pricing or MDF Request Field Status Submission Status Approval Status Claim Status In Process Not Submitted Blank Blank Pre-Approval Submitted (set Submission Pending Approval Blank Submitted Status to Not Submitted, (this status is set save record and then set it automatically after to Submitted) updating the Submission Status) Pre-Approval Submitted (set Submission Rejected (set Blank Denied Status to Not Submitted, Submission Status, save record and then set it save record and then to Submitted) update Approval Status) Pre-Approved Submitted (set Submission Approved (set In Progress Status to Not Submitted, Submission Status, save record and then set it save record and then to Submitted) update Approval Status) Claim Submitted Submitted (set Submission Approved (set Claim Submitted Status to Not Submitted, Submission Status, save record and then set it save record and then to Submitted) update Approval Status) Claim Denied Submitted (set Submission Approved (set Claim Denied Status to Not Submitted, Submission Status, save record and then set it save record and then to Submitted) update Approval Status) Claim Approved Submitted (set Submission Approved (set Claim Approved Status to Not Submitted, Submission Status, save record and then set it save record and then to Submitted) update Approval Status) NOTE: Accurate migration of status fields is critical, as these fields drive the logic for the Fund rollups. 3 Removed Fund Requests from User Roles, Access Profiles, Related Item lists, and so on. Replace them with the Special Pricing or MDF Requests accordingly. 16 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  17. 17. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Upgrading From Previous Releases After the manual migration, the Special Pricing and MDF Request fields should map to the corresponding Fund Request fields (depending on the Type of Fund Request) as follows: Table 6. Field Mapping for Migrating Fund Requests to Special Pricing and MDF Requests Fund Request Field Special Pricing Request Fields MDF Request Fields Pre-Approval Req. Total Amount Requested Amount Requested Granted Total Amount Authorized Amount PreApproved Claim Req. Total Claim Amount Req. Total Claim Amount Requested Approved Total Claim Amount Approved Total Claim Amount Approved Pre-Approval Date N/A Pre-Approval Date Migrating Registration Information from Opportunity to Deal Registration In previous releases, Oracle CRM On Demand for Partner Relationship Management supported Deal Registrations through the use of PRM-specific fields such as Registration Status, Approval Status on the opportunity record. In this release, Deal Registration is a full-fledged functional area with its own record types, pages, analytics, and so on. Consequently deal registrations are implemented differently in the current release and you are strongly encouraged to manage your deal registration process using the new approach. Deal registrations can still be managed and tracked as before (that is, by using the PRM-specific fields on opportunity), but this approach is not recommended unless you have compelling business reasons to do so. In such cases, do not adopt a mix-and-match strategy of using both approaches to manage deal registrations, especially for the same set of users. As part of the upgrade to Release 17, any opportunity record that contains registration information automatically results in the creation of a deal registration record. Registration information from the opportunity is copied across to the newly created deal registration. Additionally, the deal registration record is also linked back to the original opportunity record. NOTE: The registration information on the original opportunity is left untouched, so that customers who wish to continue using the older approach are not affected. For upgrade purposes, an opportunity record is assumed to contain registration information when any of the following fields is not blank: ■ Registration Status ■ Approval Status ■ Approver Oracle CRM On Demand for Partner Relationship Management 17 Configuration Guide Release 17 Rev. A
  18. 18. Configuring Oracle CRM On Demand for Partner Relationship Management ■ About Configuring Oracle CRM On Demand for Partner Relationship Management When you create a deal registration record, the fields are populated based on the information on the opportunity record as indicated in Table 7: Table 7. Fields on the Opportunity Record that Affect Deal Registrations Deal Registration Column Opportunity Column Comments Name Name None Principal Partner Partner No registration record created if Partner is blank. Approval Status Approval Status None Submission Status Registration Status For Registration Status of Expired or Registered, the Submission Status is set to Submitted. Approver Approver None About Configuring Oracle CRM On Demand for Partner Relationship Management Configuring Oracle CRM On Demand for Partner Relationship Management for your company involves setting up user roles, users, books, and workflow rules. This chapter provides suggested configurations for two PRM-specific roles (including page layouts and access profiles for those roles), and describes how to configure books and workflow rules for PRM, and how to add users for PRM management (partner users). Your company requirements might differ from the settings suggested in this chapter. The PRM administrator can set up as many PRM-specific roles as are required to support the brand owner’s business processes. The configuration settings described in this chapter are the suggested settings for the following PRM roles: ■ Channel Manager role. The Channel Manager role is typically given to one or more users in the brand owner company who are responsible for maintaining the relationship between the partner organizations and the brand owner company. ■ Partner Sales Representative role. The Partner Sales Representative role is suitable for end- users who are members of partner organizations. Users from partner organizations typically have access only to records that relate specifically to their partner organization. ■ Partner Administrator role. The Partner Administrator role is usually given to one or more users in a Partner organization. These users have the responsibility for creating and editing the partner users of the CRM application. We are recommending this role be set up as a Partner sales representative role with some additional access. Some Brand Owners will choose not to use this role. Your company might require roles other than those described here. 18 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  19. 19. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management Before you begin your configuration tasks: ■ Contact Customer Care to have Oracle CRM On Demand for Partner Relationship Management provisioned for your company, as described in Provisioning Oracle CRM On Demand for Partner Relationship Management on page 11. ■ Determine the fields, page layouts, access profiles, and roles that you need to configure to support your company's business needs. Your company requirements might differ from the settings suggested in this chapter. Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management To configure Oracle CRM On Demand for Partner Relationship Management, perform the following processes and tasks: 1 Setting Up Page Layouts on page 19. 2 Setting Up Access Profiles for Partner Roles on page 46. 3 Creating Partner Roles on page 53. 4 Adding Partner Users on page 61 5 Process of Configuring Books and Workflow Rules for PRM on page 62 Setting Up Page Layouts It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand for Partner Relationship Management. When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also expose the related information in the page layout. PRM administrators typically set up page layouts for the following record types for the Channel Manager role: ■ Deal Registration ■ Fund ■ Fund Request ■ MDF Request ■ Special Pricing Request ■ Special Pricing Product ■ Price List ■ Price List line Item Oracle CRM On Demand for Partner Relationship Management 19 Configuration Guide Release 17 Rev. A
  20. 20. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Setting Up Page Layouts ■ Lead ■ Opportunity ■ Solution ■ Application PRM administrators typically set up page layouts for the following record types for the Partner Sales Rep role: ■ Deal Registration ■ Fund ■ Fund Request ■ MDF Request ■ Special Pricing Request ■ Special Pricing Product ■ Lead ■ Opportunity ■ Partner - Oracle recommended that Partner Pages are not given to Partner Sales Reps. ■ Partner Program ■ Solution ■ Application Complete the steps in the following procedure for each page layout that you want to set up. This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management on page 19. NOTE: Some of the suggested page layouts for the Partner Sales Rep role are copies of the page layouts for the Channel Manager role. Complete the setup of the page layouts for the Channel Manager role before you copy the Channel Manager role page layouts for use in the Partner Sales Rep role. To set up a page layout for PRM 1 In the Oracle CRM On Demand application, click the Admin link and navigate to Application Customization. 2 In the Record Type Setup section, click the link for the required record type. For example, click the Opportunity record type. ■ See Page Layouts for the Channel Manager Role on page 22 for details of typical page layouts for the Channel Manager role. ■ See Page Layouts for the Partner Sales Rep Role on page 36 for details of typical page layouts for the Partner Sales Rep role. 20 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  21. 21. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Setting Up Page Layouts 3 In the Page Layout Management section, click the link for the required page layout type. For example, click the link for the Opportunity Page Layout. 4 Perform the following steps: a On the record type Page Layout page, click Copy (the link next to a layout) to create a new layout based on an existing layout, or click New Layout on the title bar to create an entirely new layout. b In Step 1 of the Page Layout wizard, enter a name for the layout and (optionally) a description. c Click Finish to save the layout. NOTE: You will return later to the Page Layout wizard to finish setting up the page layout. 5 On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure. 6 In the Section Names Setup page, enter the labels for any new sections that you want to set up on the page layout. ■ Refer to Page Sections for the Channel Manager Role Page Layouts on page 23 for details of typical page sections for the Channel Manager role. ■ Refer to Page Sections for the Partner Sales Rep Role Page Layouts on page 37 for information about typical page sections for the Partner Sales Rep role. 7 Click Save. 8 On the record type Page Layout page, click the Edit link for the layout that you want to configure. 9 In the Page Layout wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout. For each available field, select either the Required or the Read-Only check box as needed to support your business processes. ■ Refer to Field Layouts for the Channel Manager Role Page Layouts on page 26 for details of typical fields and field layouts (including details of required fields) for the Channel Manager role. ■ Refer to Field Layouts for the Partner Sales Rep Role Page Layouts on page 38 for details of typical fields and field layouts (including details of required fields) for the Partner Sales Rep role. 10 In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page. Use the arrows to add fields to the various page sections, and remove any fields that are not needed, by moving them from the page sections to the Available Fields list. ■ See Field Layouts for the Channel Manager Role Page Layouts on page 26 for details of typical field layouts for the Channel Manager role. ■ See Field Layouts for the Channel Manager Role Page Layouts on page 26 for details of typical field layouts for the Partner Sales Rep role. Oracle CRM On Demand for Partner Relationship Management 21 Configuration Guide Release 17 Rev. A
  22. 22. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role 11 In the wizard, go to Step 4 (Related Information), and configure the related information that is available on this page. Use the arrows to add fields to the appropriate sections. The options are Additional Information and Displayed Information. ■ Refer to Related Information Sections for the Channel Manager Role Page Layouts on page 34 for details of typical related information sections for the Channel Manager role. ■ Refer to Related Information Sections for the Partner Sales Rep Role Page Layouts on page 44 for details of typical related information sections for the Partner Sales Rep role. 12 Click Finish. Page Layout Configurations for the Channel Manager Role This section describes the page layout modifications that PRM administrators typically configure for the Channel Manager role. It contains the following: ■ Page Layouts for the Channel Manager Role on page 22 ■ Page Sections for the Channel Manager Role Page Layouts on page 23 ■ Field Layouts for the Channel Manager Role Page Layouts on page 26 ■ Related Information Sections for the Channel Manager Role Page Layouts on page 34 Page Layouts for the Channel Manager Role Table 8 shows examples of specific layouts that support the Channel Manager role. NOTE: The Channel Manager role is based on a copy of the PRM Administrator role so the layouts are already preconfigured. Table 8 provides specific layouts used to create and then alter the role definition to add them to what already exists. The other Record types Page Layouts should only be changed if your business requires it. Table 8. Page Layouts for the Channel Manager Role Record Type Copy Rename to Lead Lead Page Standard Layout Lead Page Channel Manager Layout Opportunity Opportunity Page Standard Layout Opportunity Page Channel Manager Layout Solution Solution Page Standard Layout Solution Page Channel Manager Layout Deal Registration Deal Registration Page Standard Deal Registration Page Channel Layout Manager Layout 22 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  23. 23. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 8. Page Layouts for the Channel Manager Role Record Type Copy Rename to Fund Request Fund Request Page Standard Layout Fund Request Page Channel Manager Layout MDF Request MDF Request Page Standard Layout MDF Request Page Channel Manager Layout Special Pricing Special Pricing Request Page Standard Special Pricing Request Page Request Layout Channel Manager Layout Special Pricing Special Pricing Product Page Standard Special Pricing Product Page Product Layout Channel Manager Layout Price List Price List Page Standard Layout Price List Page Channel Manager Layout Price List Line Item Price List Line Item Page Standard Price List Line Item Page Channel Layout Manager Layout Product Product Page Standard Layout Product Page Channel Manager Layout Partner Partner Page Standard Layout Partner Page Channel Manager Layout Application Application Page Standard Layout Application Page Channel Manager Layout Page Sections for the Channel Manager Role Page Layouts Table 9 describes the sections that company administrators typically set up for page layouts for the Channel Manager role. Table 9. Page Sections for the Channel Manager Page Role Page Layouts Page Layout Existing Section Name Rename To Fund Request Page Key Fund Request Do not rename Channel Manager Information Layout Fund Request Detail Preapproval Information Information Additional Information Claim Information Available Section Additional Information Oracle CRM On Demand for Partner Relationship Management 23 Configuration Guide Release 17 Rev. A
  24. 24. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 9. Page Sections for the Channel Manager Page Role Page Layouts Page Layout Existing Section Name Rename To Lead Page Channel Key Lead Information Do not rename Manager Layout Opportunity Related Do not rename Information Additional Information Owner Information Available Section Additional Information Opportunity Page Key Opportunity Do not rename Channel Manager Information Layout Sales Detail Information Do not rename Additional Information Owner Information Available Section Additional Information Solution Page Channel Solution Detail Information Solution Detail Information Manager Layout Additional Information Additional Information Fund Key Fund Information Do not rename Additional Information Do not rename Fund Request Key Fund Request Do not rename Information Fund Request Detail Preapproval Information Information Additional Information Claim Information Available Section Additional Information Deal Registration Deal Registration Key Do not rename Information Opportunity Information Do not rename Customer Information Do not rename Approval Information Do not rename Additional Information Do not rename MDF Request Key MDF Request Do not rename Information MDF Request Detail Do not rename Information Claim Information Do not rename Additional Information Do not rename 24 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  25. 25. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 9. Page Sections for the Channel Manager Page Role Page Layouts Page Layout Existing Section Name Rename To Special Pricing Request Key Special Pricing Do not rename Request Information Special Pricing Request Do not rename Detail Information Claim Information Do not rename Additional Information Do not rename Special Pricing Product Key Product Information Do not rename Special Pricing Request Do not rename Detail Information Special Pricing Request Do not rename Justification Additional Information Do not rename Price List Key Price List Information Do not rename Additional Information Do not rename Price List Line Item Key Product Information Do not rename Key Product Line Item Do not rename Information Additional Information Do not rename Application Company Profile Do not rename Application Submitted By Do not rename Partnership Information Do not rename Additional Information Do not rename Partner Key Partner Information Do not rename Profile Information Do not rename Additional Company Profile Do not rename Additional Information Do not rename Oracle CRM On Demand for Partner Relationship Management 25 Configuration Guide Release 17 Rev. A
  26. 26. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Field Layouts for the Channel Manager Role Page Layouts Table 10 shows the field layouts that company administrators typically set up for page layouts for the Channel Manager role. Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout MDF Request Key MDF Request Information Request ID Campaign Request Name Marketing Purpose Principal Partner Account Region Fund Category Submission Status Partner Program Due Date MDF Request Currency Expiration Date MDF Request Detail Information Start Date Request Date End Date Submitted Date Amount Requested Pre-Approval Date Amount PreApproved Approver Approval Status Last Approved By Reason Code Claim Information Total Claim Amount Claim Status Requested Total Claim Amount Claim Decision Date Approved Additional Information Owner Owner Partner Account Modified Description Deal Registration Deal Registration Key Information Name ID 26 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  27. 27. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout Type Principal Partner Submission Status Principal Partner Location Expiration Date Partner Program Special Price Reqd. Support Reqd. Opportunity Information Associated Opportunity Close Date New Opportunity Product Interest Currency Next Step Deal Size Customer Information Associated Customer Associated Contact New Customer New Contact Company Name Mr./Ms. Country First Name Address 1 Middle Name Address 2 Last Name City Job Title Province Email Post Code Telephone # Cell Phone Fax Approval Information Approval Status Submitted Date Current Approver Approved Date Final Approver Reject Reason Additional Information Owner Created Owner Partner Account Modified Originating Partner Account Description Special Pricing Request Key Special Pricing Request Information Oracle CRM On Demand for Partner Relationship Management 27 Configuration Guide Release 17 Rev. A
  28. 28. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout ID Opportunity Request Name End Customer Principal Partner Account Originating Partner Account Submission Status Deal Registration Due Date Partner Program Fund Currency Special Pricing Request Detail Information Start Date Request Date End Date Submitted Date Total Amount Requested Authorized Date Total Amount Authorized Approver Approval Status Last Approved By Reason Code Claim Information Total Claim Amount Claim Status Requested Total Claim Amount Claim Decision Date Approved Additional Information Owner Owner Partner Account Modified Description Special Pricing Product Key Product Information Product Product: Part # Product: Product Category Product: Type Quantity Product: Status Currency MSRP Special Pricing Request Detail Information Purchase Cost Requested Amount Requested Cost Requested Discount Percent Requested Resale Price Authorized Amount 28 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  29. 29. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout Authorized Cost Authorized Discount Percent Suggested Resale Price Special Pricing Request Justification Competitor Name Competitive Partner Competitor Product Other Competitive Information Competitor Product Price Additional Information Created Modified Description Price List Key Price List Information Price List Name Type Effective From Status Effective To Currency Additional Information Created Modified Description Price List Line Item Key Product Line Item Information Price List Product: Part # Product Price List Effective From List Price Effective To Additional Information Created Modified Description Fund Request Page Channel Key Fund Request Information Manager Layout Request Id Opportunity Fund Request Name Opportunity Account Fund Due Date Type Fund Request Currency Status Oracle CRM On Demand for Partner Relationship Management 29 Configuration Guide Release 17 Rev. A
  30. 30. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout Preapproval Information Pre-Approval Req Begin Date Granted End Date Pre-Approval Date Claim Information Claim Req. Request Date Approved Claim Decision Date Additional Information Owner Channel Manager Owner Account Approver Lead Page Channel Manager Key Lead Information Layout Mr. Ms Primary Phone # First Name Cellular Phone Last Name Work Fax # Company Email Job Title Never Email Created External Modified External Opportunity Related Information Status Lead Currency Rating Source Product Interest Campaign Potential Revenue Industry Estimated Close Date Annual Revenues Next Step Number of Employees Owner Information Owner Full Name Owner Account Ownership Status Channel Manager Reassign Owner Sales Person Additional Information Associated Account Billing 30 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  31. 31. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout Associated Contact Website Associated Opportunity Opportunity Page Channel Key Opportunity Information Manager Layout Opportunity Name Revenue Account Partner Program Sales Stage Close Date Next Step Forecast Registration Status Opportunity Currency Approval Status Territory Sales Detail Information Status Probability% Priority Expected Revenue Lead Source Source Campaign Opportunity Type Reason Won/Lost Product Interest Registration Information Registration Status Registration Expires Registered Partner Registered Partner Location Owner Information Owner Owner Account Ownership Status Reassign Opportunity Approver Channel Account Manager Additional Information Modified By: Modified: Date External Created By: Created: User Page Channel Manager Layout Partner Page Channel Key Partner Information Manager Layout Partner Name Main Phone # Primary Partner Type Main Fax # Oracle CRM On Demand for Partner Relationship Management 31 Configuration Guide Release 17 Rev. A
  32. 32. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 10. Field Layouts for the Channel Manager Role Page Layouts Page Layout Page Section Layout Location Web Site Partner Organization Status Price List Maximum Number of Users Number of Active Users Profile Information Description Additional Company Profile Billing Shipping Company Identifier Expertise Annual Revenues Region Number of Employees Partner Currency Industry Additional Information Created Modified External Owner Channel Account Manager Owner Partner Account Principal Partner Account Originating Partner Account Solution Page Channel Solution Detail Information: Manager Solution ID Status Title Published Product Publish to PRM Users Product Category Externally Published Solution Rating Service Request Count Number of Ratings Created External Modified External NOTE: The Effective From date on the Price List Line Item page layout does not automatically default to the Effective From date of the associated Price List. The ability to default the Effective From date can be provided though through configuration. 32 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  33. 33. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Fields in the Registration Information section under the Opportunity Page Channel Manager Layout will be populated only if you use the Deal Registration record type to manage your deal registrations. These fields will NOT be populated if you continue to use Opportunity record type to track and manage your deal registrations. In such cases, you can safely remove the Registration Information section from the layout. Oracle CRM On Demand for Partner Relationship Management 33 Configuration Guide Release 17 Rev. A
  34. 34. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Related Information Sections for the Channel Manager Role Page Layouts Table 11 shows the related information sections that company administrators typically expose (that is, move to the Displayed Information section) in the page layouts for the Channel Manager role. Table 11. Related Item Information sections for the Channel Manager Role Page Layouts Page Layout Displayed Information Fund Request Page Channel Manager Layout Attachments Notes Open Activities Completed Activities MDF Request Page Channel Manager Layout Activities Books MDF Request Teams Deal Registration Page Channel Manager Deal Registration Teams Layout Special Pricing Requests Activities Deal Registration Product Revenues Special Pricing Request Page Channel Special Pricing Products Manager Layout Activities Books Special Pricing Request Teams Special Pricing Product Page Channel None Manager Layout Price List Page Channel Manager Layout Price List Line Items Price List Line Item Page Channel Manager None Layout Product Page Channel Manager Layout Price List Line Items Applications Page Channel Manager Layout Activities Application Teams Books Partner Page Channel Manager Layout Partner Type 34 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  35. 35. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Channel Manager Role Table 11. Related Item Information sections for the Channel Manager Role Page Layouts Page Layout Displayed Information Partner Relationships Partner User Roles Addresses Applications Deal Registrations (as Appropriate) Lead (As appropriate) MDF Requests (As appropriate) Special Pricing Requests (As appropriate) Notes Books Partner Organization Books Lead Page Channel Manager Layout Lead Partners Open Activities Completed Activities Attachments Lead Qualification Scripts Opportunity Page Channel Manager Layout Opportunity Partners Leads Opportunity Team Contacts Product Revenues Notes Open Activities Completed Activities Opportunity Competitors Attachments Books Deal Registrations (As appropriate) Special Pricing Requests (As appropriate) Audit Trail Solution Page Channel Manager Layout Related Solutions Oracle CRM On Demand for Partner Relationship Management 35 Configuration Guide Release 17 Rev. A
  36. 36. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 11. Related Item Information sections for the Channel Manager Role Page Layouts Page Layout Displayed Information Service Requests Attachments NOTE: The Standard Related Items Layout for Price List Line Items that is provided preconfigured should not be used for the Product Page Channel Manager Layout. A new Related Items Layout with name Product Price List Layout should be defined for Price List Line Items on the Product record type and the following fields should be added to it: Price List Name, Price Type, List Price, Currency, Effective From, Effective To, Price List: Status. This new Related Items Layout should be selected on the Product Page Channel Manager Layout for Price List Line Items. Page Layout Configurations for the Partner Sales Rep Role This section describes the page layout modifications that are suggested for the Partner Sales Rep role. It contains the following sections: ■ Page Layouts for the Partner Sales Rep Role on page 36 ■ Page Sections for the Partner Sales Rep Role Page Layouts on page 37 ■ Field Layouts for the Partner Sales Rep Role Page Layouts on page 38 ■ Related Information Sections for the Partner Sales Rep Role Page Layouts on page 44 Page Layouts for the Partner Sales Rep Role Some of the suggested page layouts for the Partner Sales Rep role are copies of the page layouts for the Channel Manager role. You must complete the configuration of the page layouts for the Channel Manager role before you copy the layouts for use in the Partner Sales Rep role. Table 12 shows the page layouts that company administrators typically set up for the Partner Sale Rep role. Table 12. Page Layouts for the Partner Sales Rep Role Record Type Copy Rename to Fund Fund Page Standard Layout Fund Page Partner Sales Rep Layout Fund Request Fund Request Page Standard Layout Fund Request Page Partner Sales Rep Layout Leads Lead Page Channel Manager Layout Lead Page Partner Sales Rep Layout 36 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  37. 37. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 12. Page Layouts for the Partner Sales Rep Role Record Type Copy Rename to Opportunity Opportunity Page Channel Manager Opportunity Page Partner Sales Rep Layout Layout Partner Partner Program Page Standard Partner Program Page Partner Sales Rep Program Layout Layout Solution Solution Page Channel Manager Solution Page Partner Sales Rep Layout Layout Deal Deal Registration Page Standard Deal Registration Page Partner Sales Registration Layout Rep Layout MDF Request MDF Request Page Standard Layout MDF Request Page Partner Sales Rep Layout Special Pricing Special Pricing Request Page Special Pricing Request Partner Sales Request Standard Layout Rep Layout Special Pricing Special Pricing Product Page Standard Special Pricing Product Partner Sales Product Layout Rep Layout Page Sections for the Partner Sales Rep Role Page Layouts The suggested page sections for the Partner Sales Rep role are the same as the page sections for the Channel Manager role. When you create the page layouts for Partner Sales Rep Page role by copying the page layouts for the Channel Manager role, you do not need to configure any additional sections for the page layouts for the Partner Sales Rep role. Oracle CRM On Demand for Partner Relationship Management 37 Configuration Guide Release 17 Rev. A
  38. 38. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Field Layouts for the Partner Sales Rep Role Page Layouts Table 13 shows the field layouts that company administrators typically set up for page layouts for the Partner Sales Rep role. It is recommended that you change the fields that are preceded by an asterisk (*) to be read-only fields (in the field setup section of the wizard). It is recommended that all other fields that are read only by default remain as read-only fields. Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout MDF Request Key MDF Request Information Request ID Campaign Request Name Marketing Purpose Principal Partner Account Region Fund Category Submission Status Partner Program Due Date MDF Request Currency * Expiration Date MDF Request Detail Information Start Date * Request Date End Date * Submitted Date Amount Requested * Pre-Approval Date * Amount PreApproved * Approver * Approval Status * Last Approved By * Reason Code Claim Information Total Claim Amount Claim Status Requested * Total Claim Amount * Claim Decision Date Approved Additional Information Owner Owner Partner Account Modified Description Deal Registration Deal Registration Key Information 38 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  39. 39. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout Name ID Type Principal Partner Submission Status Principal Partner Location Expiration Date Partner Program Special Price Reqd. Support Reqd. Opportunity Information Associated Opportunity Close Date New Opportunity Product Interest Currency Next Step Deal Size Customer Information Associated Customer Associated Contact New Customer New Contact Company Name Mr./Ms. Country First Name Address 1 Middle Name Address 2 Last Name City Job Title Province Email Post Code Telephone # Cell Phone Fax Approval Information * Approval Status Submitted Date * Current Approver Approved Date Final Approver * Reject Reason Additional Information Owner Created Owner Partner Account Modified Originating Partner Account Description Oracle CRM On Demand for Partner Relationship Management 39 Configuration Guide Release 17 Rev. A
  40. 40. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout Special Pricing Request Key Special Pricing Request Information Request ID Opportunity Request Name End Customer Principal Partner Account Originating Partner Account Submission Status Deal Registration Due Date Partner Program Currency Special Pricing Request Detail Information Start Date * Request Date End Date * Submitted Date Total Amount Requested * Authorized Date * Total Amount Authorized * Approver * Approval Status * Last Approved By * Reason Code Claim Information Total Claim Amount Claim Status Requested * Total Claim Amount * Claim Decision Date Approved Additional Information Owner Owner Partner Account Modified Description Special Pricing Product Key Product Information Product Product: Part # Product: Product Category Product: Type Quantity Product: Status Currency * MSRP Special Pricing Request Detail Information Purchase Cost Requested Amount Requested Cost Requested Discount Percent 40 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  41. 41. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout Requested Resale Price Authorized Amount * Authorized Cost Authorized Discount Percent * Suggested Resale Price Special Pricing Request Justification Competitor Name Competitive Partner Competitor Product Other Competitive Information Competitor Product Price Additional Information Created Modified Description Fund Page Partner Sales Rep Key Fund Information Layout Fund ID * Type * Fund Name * Fund Currency * Status * Start Date * Allow Negative Balance * End Date Additional Information Owner Modified Fund Request Page Partner Key Fund Request Information Sales Rep Layout Request ID Opportunity Fund Request Name Opportunity Account Fund Due Date Type Fund Request Currency Status Preapproval Information Pre-Approval Req * Begin Date * Granted * End Date * Pre-Approval Date Claim Information Oracle CRM On Demand for Partner Relationship Management 41 Configuration Guide Release 17 Rev. A
  42. 42. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout Claim Req. Request Date * Approved * Claim Decision Date Additional Information Owner Channel Manager Owner Account * Approver Lead Page Partner Sales Rep Key Lead Information Mr. Ms. Primary Phone # First Name Cellular Phone Last Name Work Fax # Company Email Job Title Never Email Created External Modified External Lead Convert Opportunity Related Information Status Lead Currency Rating Source Product Interest Campaign Potential Revenue Industry Estimated Close Date Annual Revenues Next Step Number of Employees Owner Information Owner Full Name Owner Account Ownership Status Channel Manager Reassign Owner Sales Person Additional Information Associated Account Billing Associated Contact Web Site Associated Opportunity Opportunity Page Partner Key Opportunity Information Sales Rep Layout Opportunity Name Revenue 42 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A
  43. 43. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout Account Partner Program Sales Stage Close Date Next Step Forecast Registration Status Opportunity Currency * Approval Status Territory Sales Detail Information Status Probability% Priority Expected Revenue Lead Source Source Campaign Opportunity Type Reason Won/Lost Product Interest Owner Information Owner Owner Account * Ownership Status Reassign Opportunity * Approver Channel Account Manager Additional Information Modified By Modified: Date External Created By: Created: Partner Program Page Key Partner Program Information Partner Sales Rep Layout * Partner Program name * MDF Allowed * Status * Special Pricing Allowed * Begin Date * Deal Registration Allowed * End Date Program Details * Description Additional Information Created Modified Owner Full Name Solution Page Partner Sales Solution Detail Information Rep Layout Oracle CRM On Demand for Partner Relationship Management 43 Configuration Guide Release 17 Rev. A
  44. 44. Configuring Oracle CRM On Demand for Partner Relationship Management ■ Page Layout Configurations for the Partner Sales Rep Role Table 13. Field Layouts for the Partner Sales Rep Role Page Layouts Page Layout Page Section Layout Solution ID Published Title Solution Rating Product Created External Status Modified External NOTE: For multi-channel scenarios the page layout for the Partner Sales Rep for Special Pricing Requests and Special Pricing Products may need further customizations, depending on the visibility requirements. Related Information Sections for the Partner Sales Rep Role Page Layouts Table 14 shows the related information sections that company administrators typically expose (that is, move to the Displayed Information section) in the page layouts for the Partner Sales Rep role. Table 14. Related Information for the Partner Sales Rep Page Role Page Layouts Page Layout Displayed Information Deal Registration Page Partner Sales Rep Layout Deal Registration Product Revenues Special Pricing Requests Deal Registration Teams Activities Fund Request Page Partner Sales Rep Layout Attachments Notes Open Activities Completed Activities Audit Trail MDF Request Page Partner Sales Rep Layout Activities Books MDF Request Teams 44 Oracle CRM On Demand for Partner Relationship Management Configuration Guide Release 17 Rev. A

×