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OraclePartnerManagementImplementationGuideRelease11iPartNo.
B13539-02April2005OraclePartnerManagementImplementationGuide,Release11iPartNo.
B13539-02Copyright2001,2005,Oracle.
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ContentsSendUsYourCommentsPreface1IntroductionOraclePartnerManagementOverview1-1OraclePartnerManagementKeyFeatures1-1PartnerDashboard1-2ChannelManagerDashboard1-2PartnerProfiling1-3ProgramsandEnrollment1-3OpportunityManagement1-3ReferralManagement1-4DealRegistration1-4SpecialPricingManagement1-5PartnerFundsManagement1-5PartnerLocator1-62PrerequisitesandOptionalIntegrationsOverview2-1Prerequisites2-1SettinguptheOracleApplicationsOrganizationalStructure2-1SettingupanInternalOrganization2-2SettingupOracleCRMTechnologyFoundation2-2SettingUpApplicationObjectLibrary2-4SettingUpGeneralLedger2-4SettingUpOracleInventory2-4SettingUpProductLifecycleManagement2-5SettingUpOracleReceivables2-5OptionalIntegrations2-5OracleAdvancedPricing2-6OracleApprovalsManagement2-6OracleContentManager2-7OracleContracts2-7OracleDataQualityManagement2-7iiiOracleiPayment2-8OracleiStore2-8OracleMarketing2-8OracleOrderManagement2-9OracleQuoting2-9OracleSales2-9OracleTradeManagement2-10OracleWorkflowBuilder2-113CommonImplementationandAdministrationTasksOverview3-1CreatingApprovalRulesinOracleApprovalsManager3-2SettingupaCondition3-3SettingupanApprovalGroup3-4SettingupaRule3-5TestingtheRule3-6SettingupTerritoriesinOracleTerritoryManager3-6EnablingTransactionQualifiers3-6SettinguptheTerritory3-7RunningConcurrentPrograms3-8SettingupNotificationsinOracleWorkflowBuilder3-8ChangingMessageText3-9AddingaURLtoaMessage3-10SettingupMatchingRuleswithOracleDataQualityManagement3-10TheTCARegistry3-11AttributesandTransformationFunctions3-11MatchRules3-11CreatingaMatchRule3-11SettingupNotes3-13CreatingaCustomizedNoteType3-13MappingNoteTypestoaSource3-134SettingUpVendorUsersOverview4-1UnderstandingVendorUsers4-2UnderstandingResponsibilities,Roles,andPermissions4-2Responsibilities4-2ResourceRoles4-3Permissions-BasedRoles4-4CreatingaVendorUser4-5CreatinganEmployee4-6CreatingaUserandAssigningResponsibilities4-6ImportingtheEmployeeasaResourceintoCRM4-7AssigningResourceRolesandaResourceGroup4-7AssigningPermissions-BasedRoles4-8ivCreatingaChannelAdministrator4-8SettingupResourceGroupsandaResourceGroupHierarchy4-10CreatingaResourceGroupandtheResourceGroupHierarchy4-11SettingupaPartnerHierarchy4-11CreatingaPartnerTerritoryHierarchy4-125SettingUpPartnerProfileAttributesOverview5-1PartnerProfileAttributes5-1SeededAttributes5-2TheAttributesOverviewPage5-11ListsofValuesforSeededAttributes5-13WorkingwithAttributes5-15SettingupAttributeCategories5-16SettingupAttributeDisplayStyles5-16SettingupanInternalListofValues5-16SettingUpRefreshFrequency5-16RefreshingAttributeValueswithConcurrentPrograms5-18ViewingProfileAttributeHistoricalInformation5-19ViewingAttributeChangeHistory5-20ViewingaPartnerProfileSnapshot5-20SettingUpCustomAttributes5-20CreatingaDerivedAttribute5-236SettingUpthePartnerDashboardOverview6-1SettingUpthePartnerDashboard6-2UsingthePartnerDashboardTemplateLayout6-2SettingUpPartnerDashboardBins6-4UnderstandingiStorePartnerTemplates6-7CreatingthePartnerDashboardWebPages6-7CreatingthePartnerDashboardSite6-9CreatingPartnersandPartnerUsers6-9EnablingUserTypes6-10PartnerUserResponsibilities,Roles,andPermissions6-11VADUsers6-16CreatingPartnerProgramEnrollmentPages6-16GivingPartnersAccesstotheLibrary6-18AddingaLibraryLinktothePartnerDashboardQuickLinksBin6-18EnablingPersonalizationforPartnerResponsibilities6-19PersonalizingLibraryInformationforPartnerResponsibilities6-19DisablingthePersonalizationGlobalIcon6-20ProfileOptions6-21v7SettingUptheChannelManagerDashboardOverview7-1VendorUserDataVisibility7-1KeyMetricsBinandSalesPerformanceGraphs7-2PartnerSearchResults7-2SettingUpGraphsintheChannelManagerDashboard7-9SettinguptheAccountingCalendar7-9PopulatingtheGraph7-9WorkflowBusinessEvents7-9WorkflowEventSubscriptions7-10EventOrganizationUpdate7-10EventPartysiteUpdate7-11EventLocationUpdate7-12EventContactPointUpdate7-13ProfileOptions7-14ConcurrentPrograms7-148SettingUpPartnerProgramsOverview8-1SettingUpProgramTypes8-2SettingUpProgramsinOracleInventory8-3SettingtheAMSItemValidationMasterOrganizationProfileOption8-3SettingthePV:ConcatenatedInventoryFlexSegmentforProgramProfileOption.
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8-3SpecifyingtheLocationofPriceLists8-4SettingUpPaymentOptions8-5SettingupProgramBenefits8-5SettingUpLockingRules8-6SettingUpMandatoryRules8-6SettingupProgramContracts8-7SettingupContractTemplates8-7SettinguptheContractApprovalOption8-7SettingUpPartnerProgramOverviews8-8GrantingVendorUsersOracleContentManagementAccess8-8SettinguptheProgramOverviewTextEditor8-8MappingPartnerResponsibilitiestoPrograms8-9CreatingaNewResponsibility8-9MappingResponsibilities8-10TCAEventsandSubscriptions8-10Relationships8-10ChangeinPartnerAddress8-10PartnerInvitations8-11ProfileOptions8-11Lookups8-11ConcurrentPrograms8-11vi9SettingUpPartnerProgramEnrollmentsOverview9-1CreatingaPartnerProgramEnrollmentSite9-2SettingUpAddressValidation9-2SettingUpOracleOrderManagement9-2SettingUpOracleiPaymentServer9-3SettingCreditCardProfileOptions9-3SettingUpRuntimeVariables9-3SettingUpTaxRules9-4SettingUpEnrollmentRequestApprovers9-4UsersandSecurity9-410SettingUpOpportunityAssignmentOverview10-1OpportunityMatchingandRouting10-2AutomatedMatchingandRoutingMethods10-2RoutingTypes10-3ManualMatching10-3SettingUpPartnerMatchingRules10-4CreatingaNewRule10-4AddingOpportunitySelectionCriteriatothePartnerMatchingRule10-4AddingPartnerSelectionCriteriatothePartnerMatchingRule10-5AddingPartnerMatchingCriteriatothePartnerMatchingRule10-6AddingGeographicProximitytothePartnerMatchingRule10-6AddingTiebreakCriteriatothePartnerMatchingRule10-6AddingRoutingInformationtothePartnerMatchingRule10-7SettingUpManualMatchingOptions10-8SettingUpTimeouts10-8SettingupCountry-SpecificTimeoutPeriods10-9SettingUpChannelTypes10-9SpecifyingStatusNotificationRecipients10-9ModifyingStatusNotifications10-10OpportunityEvents10-10UsersandSecurity10-11OpportunityOwner10-11OpportunityAccessSecurity10-11CustomerAccessSecurity10-11PartnerContactSecurity10-12ProfileOptions10-12ConcurrentPrograms10-1211SettingUpReferralManagementOverview11-1SettingUpBudgets11-2viiSettingUpOffers11-3SettingUpClaims11-3EnablingProfileAttributesforReferrals11-3DefiningProductCategories11-4SettingupApprovals11-5SettingupNotifications11-5SettingupTerritories11-6SettingupDataQualityManagement(DQM)11-6SettingupNotes11-7CreatingaReferralBenefit11-7TheBenefitValidationProcess11-9SpecifyingaSalesChannel11-10UsersandSecurity11-10ProfileOptions11-10Lookups11-10ConcurrentPrograms11-1112SettingUpDealRegistrationOverview12-1EnablingProfileAttributesforDealRegistration12-2DefiningProductCategories12-2SettingupApprovals12-3SettingupNotifications12-3SettingupTerritories12-4SettingupDataQualityManagement(DQM)12-5SettingupNotes12-5CreatingaDealRegistrationBenefit12-5TheBenefitValidationProcess12-7SpecifyingaSalesChannel12-7UsersandSecurity12-7ProfileOptions12-8Lookups12-8ConcurrentPrograms12-813SettingUpSpecialPricingManagementOverview13-1LiabilityCalculation13-2SettingupSpecialPricingBudgets13-2CreatingaSpecialPricingBudget13-3IdentifyingSpecialPricingBudgets13-3Offers13-3TrackingFinancialLiability13-4Claims13-4TradeProfiles13-5SettingupSpecialPricingProductSecurity13-5viiiSettingtheOZF_SP_ENABLE_PRODUCTSECURITYProfileOption13-5SpecifyingProductCategoriesforSpecialPricing13-6CreatingtheSpecialPricingResponsibility13-6CreatingtheSpecialPricingBenefit13-6SettingupApprovals13-7SettingUpNotifications13-7SelectingNotificationMessagesforSpecialPricingRequests13-8SettingupDataQualityManagement(DQM)13-8SettingupNotes13-9UserSecurity13-9OAMTransactionTypesandAttributes13-9Interactions13-11ProfileOptions13-11Lookups13-11ConcurrentPrograms13-1114SettingUpPartnerFundsManagementOverview14-1TrackingFinancialLiability14-2SettingupPartnerFundBudgetCategoriesandBudgets14-2CreatingaMarketingMediaItem14-2CreatingaMarketingActivity14-3CreatingaBudgetCategory14-3CreatingaBudget14-4Offers14-5Claims14-5TradeProfiles14-6CreatingaBudgetApprovalProcess14-6SettingPerformanceObjectives14-7SettingupReturnandDeclineOptions14-7Geography14-7SettingUpPartnerFundBenefits14-8SettingupApprovals14-8SettingUpNotifications14-8SettingupNotes14-9UserSecurity14-10OAMTransactionTypesandAttributes14-10ProfileOptions14-12Lookups14-12ConcurrentPrograms14-1215SettingupthePartnerLocatorOverview15-1DefiningaHyperlinkfortheLocator15-2EnablingPartnerProfileAttributesforAdvancedSearch15-2ixSettingProfileOptions15-2RunningConcurrentPrograms15-216OracleSalesIntegrationOverview16-1EnablingBusinessEvents16-1ModifyingtheAssignmentRoutingStageLookup16-2ModifyingtheAssignmentTypeLookup16-2ModifyingMenus16-2MigratingExternalSalesTeamData16-3PersonalizingOracleSalesPages16-3PersonalizationsforVendorUserResponsibilities16-3PersonalizationsforPartnerUserResponsibilities-OpportunitiesPages16-4PersonalizationsforPartnerUserResponsibilities-EndCustomerpages16-4ASystemProfileOptionsBeforeYouBeginA-1SettingProfileOptionsA-1ProfileOptionsfortheChannelManagerDashboardA-2ProfileOptionsforDealRegistrationA-4ProfileOptionsforEnrollmentsA-8ProfileOptionsforPartnerFundsA-13ProfileOptionsforOpportunitiesA-15ProfileOptionsforthePartnerDashboardA-28ProfileOptionsforthePartnerLocatorA-32ProfileOptionsforPartnerProfileAttributesA-33ProfileOptionsforPartnerProgramsA-35ProfileOptionsforReferralManagementA-40ProfileOptionsforSpecialPricingA-46BLookupsUnderstandingLookupsB-1ModifyingLookupTypesB-1CreatingaNewLookupTypeB-2AddingValuestoanExistingLookupB-2LookupsfortheChannelManagerDashboardB-3LookupsforDealRegistrationB-4LookupsforPartnerFundsB-5LookupsforthePartnerDashboardB-6LookupsforthePartnerProfileAttributesB-6LookupsforPartnerProgramsB-7LookupsforReferralManagementB-8LookupsforSpecialPricingB-9xCSummaryofConcurrentProgramsRunningConcurrentProgramsC-1CheckingConcurrentProgramStatusC-2ConcurrentProgramsfortheChannelManagerDashboardC-2ConcurrentProgramsforDealRegistrationC-7ConcurrentProgramsforEnrollmentsC-8ConcurrentProgramsforOpportunitiesC-9ConcurrentProgramsforPartnerFundsC-13ConcurrentProgramsforthePartnerLocatorC-14ConcurrentProgramsforPartnerProgramsC-14ConcurrentProgramsforPartnerProfileAttributesC-15ConcurrentProgramsforReferralManagementC-17ConcurrentProgramsforSpecialPricingC-19GlossaryIndexxiSendUsYourCommentsOraclePartnerManagementImplementationGuide,Release11iPartNo.
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xiiiPrefaceIntendedAudienceWelcometoRelease11ioftheOraclePartnerManagementImplementationGuide.
ThisguideisintendedformembersofthevendororganizationwhoareresponsibleforimplementingandadministeringtheOraclePartnerManagementapplication.
Thisguideassumesthatyouhaveaworkingknowledgeofthefollowing:Theprinciplesandcustomarypracticesofyourbusinessarea.
TheOraclePartnerManagementapplication.
OracleSelf-ServiceWebApplications.
TolearnmoreaboutOracleSelf-ServiceWebApplications,readtheOracleSelf-ServiceWebApplicationsImplementationManual.
TheOracleApplicationsgraphicaluserinterface.
TolearnmoreabouttheOracleApplicationsgraphicaluserinterface,readtheOracleApplicationsUser'sGuide.
HowToUseThisGuideTheOraclePartnerManagementImplementationGuidecontainstheinformationyouneedtoimplementandadministertheOraclePartnerManagementapplication.
Theguidecontainsthefollowingchapters:Chapter1providesabriefintroductiontoOraclePartnerManagementandhighlightsthekeyfeaturesoftheapplication.
Chapter2providesanoverviewofotherOracleapplicationsthatmustbeinstalledandimplementedbeforeyoucanimplementOraclePartnerManagement.
ThechapteralsodescribestheapplicationswithwhichOraclePartnerManagementintegrates.
Chapter3describesimplementationandadministrationtasksthatyoumightneedtoperformformultipleOraclePartnerManagementbusinessflows.
Chapter4describeshowtocreatevendorusersandthenassignresponsibilities,roles,andpermissions.
Chapter5describespartnerprofileattributesandexplainshowtosetupandadministerseededprofileattributesandcreatecustomizedattributes.
Chapter6explainshowtosetupthepartnerdashboardandcreatepartnerorganizationsandpartnerusers.
Chapter7explainshowtosetupandmaintainthechannelmanagerdashboard.
xvChapter8explainshowtosetupthevariousfeaturesofpartnerprograms.
Chapter9explainshowtosetupthevariousfeaturesthatareusedinthepartnerprogramenrollmentprocess.
Chapter10describestheopportunityroutingprocessanddescribeshowtocreateopportunitymatchingrules.
Italsodescribeshowtosetupandadministerotheropportunitymanagementfeatures,suchasopportunity-relatednotifications,channeltypes,andtimeoutperiods.
Chapter11explainshowtosetupandperformon-goingadministrationforopportunityandleadreferralbenefits.
Chapter12explainshowtosetupandperformon-goingadministrationfordealregistrationbenefits.
Chapter13explainshowtosetupandperformon-goingadministrationforspecialpricingbenefits.
Chapter14explainshowtosetupandperformon-goingadministrationforpartnermarketingfundbenefits.
Chapter15explainshowtosetupthepartnerlocator,whichallowspotentialcustomerstouseavarietyofcriteriatolocateapartnerthatsellsthevendor'sproducts.
Chapter16describestheprocessforintegratingOraclePartnerManagementwithOracleSales.
ThischapterappliestointegrationwithOracleSalesPatchsetBspecifically.
SeeRelatedDocumentsonpagexviiformoreOracleApplicationsproductinformation.
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Formoreinformation,visittheOracleAccessibilityProgramWebsiteathttp://www.
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Theconventionsforwritingcoderequirethatclosingbracesshouldappearonanotherwiseemptyline;however,somescreenreadersmaynotalwaysreadalineoftextthatconsistssolelyofabracketorbrace.
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Structure1Introduction2PrerequisitesandOptionalIntegrations3CommonImplementationandAdministrationTasks4SettingUpVendorUsers5SettingUpPartnerProfileAttributes6SettingUpthePartnerDashboard7SettingUptheChannelManagerDashboard8SettingUpPartnerPrograms9SettingUpPartnerProgramEnrollments10SettingUpOpportunityAssignment11SettingUpReferralManagement12SettingUpDealRegistration13SettingUpSpecialPricingManagement14SettingUpPartnerFundsManagement15SettingupthePartnerLocator16OracleSalesIntegrationASystemProfileOptionsBLookupsCSummaryofConcurrentProgramsGlossaryRelatedDocumentsYoucanchoosefrommanysourcesofinformationtoincreaseyourknowledgeandunderstandingofOraclePartnerManagement.
WhenyouarereferredtootherOracleApplicationsdocumentation,makesuretousetheRelease11iversionsonly.
OnlineDocumentationAllOracleApplicationsdocumentationisavailableonline(inHTMLorPDFversions).
PDFDocumentation:ADocumentationCDisprovidedwitheachrelease.
RefertothisforcurrentdocumentationforOracleApplicationsproducts.
TheDocumentationCDisalsoavailablefromOracleMetaLinkandisupdatedfrequently.
OnlineHelp:YoucanrefertoOracleiHelpforHTML-basedonlinehelpforOraclePartnerManagement.
Oracleprovidespatchableonlinehelp,whichyoucanapplytoyoursystemforupdatedimplementationandenduserdocumentation.
AccessingAdditionalGuidesOraclePartnerManagementsharesbusinessandsetupinformationwithotherOracleApplicationsproducts.
Therefore,youmightwanttorefertootherguideswhenyousetupanduseOraclePartnerManagement.
YoucanreadtheguidesonlinebychoosingLibraryfromtheexpandablemenuonyourHTMLhelpwindow,byreadingfromtheOracleApplicationsDocumentLibraryCDxviiincludedinyourmediapack,orbyusingaWebbrowserwithaURLthatyoursystemadministratorprovides.
PrintedguidescanbepurchasedfromtheOracleStoreathttp://oraclestore.
oracle.
com.
GuidesRelatedtoAllOracleProductsOracleApplicationsUser'sGuideThisguideexplainshowtoenterdata,query,runreports,andnavigateusingthegraphicaluserinterface(GUI).
Theguidealsoincludesinformationonsettinguserprofiles,aswellasrunningandreviewingreportsandconcurrentprocesses.
Youcanaccessthisguideonlinebychoosing"GettingStartedwithOracleApplications"fromanyOracleApplicationshelpfile.
GuidesRelatedtoThisProductOracleSalesImplementationGuideThisguidedescribeshowtosetupandadministertheOracleSalesapplication.
OracleSalesisusedtomanageanorganization'sdirectsaleschannel.
Itisusedtocreateandmanageleadsandopportunities,customersandcustomercontacts,andsalescampaigns.
OracleApprovalsManagementImplementationGuideOracleApprovalsManagementisusedtocreateandmaintainapprovalrulesandapprovers.
OraclePartnerManagementusesOracleApprovalsManagementtomanagetheapprovalprocessfordealregistration,leadandopportunityreferrals,partnerfunds,partnerprogramenrollments,andspecialpricing.
OracleiStoreImplementationGuideThisguideprovidescompleteinformationoncreatingwebsitesbasedontheiStoreframework.
OraclePartnerManagementusesOracleiStoretocreatethepartnerdashboardandenrollmentrequestsflows.
OracleMarketingImplementationGuideOraclePartnerManagementintegrateswithOracleMarketingtoallowavendortocreatemarketingcampaignstargetedtowardpartners.
Refertothisguideforinformationonsettingupmarketingcampaigns.
OracleTradeManagementImplementationGuideOraclePartnerManagementintegrateswithOracleTradeManagementforbudgets,claims,andoffersassociatedwithpartnerfunds,specialpricingrequests,andopportunityandleadreferrals.
Refertothisguideforcompleteinformationoncreatingbudgets,claims,andoffers.
OracleContentManagementImplementationGuideOracleContentManagerisusedasaninformationrepositoryforinformationthatappearsonthepartnerdashboardandtostoreinformationassociatedwithpartnerprograms.
Refertothisguideforcompleteinformationonsettingupandadministeringacontentrepository.
OracleAdvancedPricingImplementationGuideOracleAdvancedPricingisusedtosetuppricelistsandmanagepricingforpartnerprograms.
Refertothisguideforcompeteinformationoncreatingpriceliststhatcalculatetaxes,trackcustomerdiscounts,andperformcurrencyconversion.
xviiiOracleContractManagementImplementationGuideOraclePartnerManagementintegrateswithOracleContractManagementtoprovidelegaltermsandconditionsassociatedwithpartnerprograms.
Refertothisguideforcompleteinformationoncreatingandadministeringcontractsandcontracttemplates.
OracleTradingCommunityArchitectureDataQualityManagementUserGuideOraclePartnerManagementintegrateswithOracleDataQualityManagementtocheckforduplicatecustomers,contacts,opportunities,andleads.
OracleiPaymentImplementationGuideOraclePartnerManagementintegrateswithOracleiPaymenttoenablepartnerstopayforpartnerprogramenrollmentusingelectronicpaymentmethods.
RefertothisguideforinformationonsettinguptheiPaymentserver.
OracleOrderManagementOracleOrderManagementallowsyoutoefficientlycapturecustomerordersfrommultiplesaleschannelsandfulfilltheorders.
OraclePartnerManagementintegrateswithOracleOrderManagementtoprocesspartnerprogramenrollments,tofulfillspecialpricingrequests,andtoprovidedatathatappearsonthechannelmanagerdashboard.
OracleQuotingImplementationGuideOraclePartnerManagementintegrateswithOracleQuotingtoallowpartnerstocreatequotesforopportunities.
Refertothisguideforinformationonsettingupandmaintainingthequotingmechanism.
OracleWorkflowBuilderImplementationGuideOraclePartnerManagementintegrateswithOracleWorkflowBuildertoprovidenotificationsandnotificationflowsfordealregistrations,referrals,partnerfunds,partnerprograms,andspecialpricing.
Refertothisguideforinformationoncreatingnewnotificationflows,messages,andothernotification-relatedtasks.
OracleTerritoryManagerImplementationGuideOraclePartnerManagementintegrateswithOracleTerritoryManagertocreatechannelteamsandterritoriesrelatedtodealregistrationandreferrals.
OracleCommonApplicationComponentsImplementationGuideOraclePartnerManagementusesmanyofthecomponentsprovidedbyOracleCommonApplicationComponents,includingNotes,theResourceManager,andtheTaskManager.
Refertothisguidetomakesurethatthesecomponentsaresetupcorrectly.
UsingOracleHRMS-TheFundamentalsProvidesoverviewinformationonsettinguptheorganizationstructureforyourOracleapplicationsimplementation.
IfyouareimplementingastandaloneversiononOraclePartnerManagement,youwillneedtosetupanorganizationalstructure.
MultipleOrganizationsinOracleApplicationsProvidescompleteinformationaboutmodeling,implementing,andmanagingyourorganizationstructureinOracleapplications.
OracleTeleSalesImplementationGuideYourimplementationofOraclePartnerManagementmustcontainatleastoneinternalorganization.
InternalorganizationscanbesetupthroughtheOracleTeleSalesxixapplication;refertotheOracleTeleSalesImplementationGuideforinformationoncreatinginternalorganizations.
OracleGeneralLedgerUserGuideBasicaccountinginformation,aswellasabusinessunitandsetofbooks,forOraclepartnerManagementisprovidedbyOracleGeneralLedger.
RefertotheOracleGeneralLedgerUserGuideforinformationonsettinguprequiredorganizationalunitsandotheraccountingfeatures.
OracleInventoryImplementationGuideOracleInventoryservesastherepositoryforproductsorcollateralthatcanbeorderedfromanorganization.
Ifanorganizationisimplementingopportunitymanagementandplanstochargefeesforpartnerprogramenrollment,OraclePartnerManagementrequiresthatatleastoneinventoryorganizationisidentifiedthroughtheOracleInventoryorganization,andthatotherOracleInventory-relatedsetupsbecompleted.
OracleAdvancedProductCatalogUserGuideOraclePartnerManagementderivesitsproductdatausingtheproductcatalogprovidedbyProductLifecycleManagement.
ManyoftheOraclePartnerManagementbusinessflowshaveproductsassociatedwiththem,andthusaproductshierarchyisrequiredformostimplementations.
InformationaboutsettingupandmanagingtheproducthierarchyisfoundintheOracleAdvancedProductUserGuide.
OracleReceivablesUserGuideOracleReceivablesisusedduringpartnerprogramenrollmenttoverifypartnerbillingandaddressinformationagainsttaxlocations.
InstallationandSystemAdministrationOracleApplicationsConceptsThisguideprovidesanintroductiontotheconcepts,features,technologystack,architecture,andterminologyforOracleApplicationsRelease11i.
ItprovidesausefulfirstbooktoreadbeforeaninstallationofOracleApplications.
ThisguidealsointroducestheconceptsbehindApplications-widefeaturessuchasBusinessIntelligence(BIS),languagesandcharactersets,andSelf-ServiceWebApplications.
InstallingOracleApplicationsThisguideprovidesinstructionsformanagingtheinstallationofOracleApplicationsproducts.
InRelease11i,muchoftheinstallationprocessishandledusingOracleRapidInstall,whichminimizesthetimetoinstallOracleApplicationsandtheOracletechnologystackbyautomatingmanyoftherequiredsteps.
ThisguidecontainsinstructionsforusingOracleRapidInstallandliststhetasksyouneedtoperformtofinishyourinstallation.
Youshouldusethisguideinconjunctionwithindividualproductuserguidesandimplementationguides.
OracleApplicationsImplementationWizardUserGuideIfyouareimplementingmorethanoneOracleproduct,youcanusetheOracleApplicationsImplementationWizardtocoordinateyoursetupactivities.
Thisguidedescribeshowtousethewizard.
UpgradingOracleApplicationsRefertothisguideifyouareupgradingyourOracleApplicationsRelease10.
7orRelease11.
0productstoRelease11i.
Thisguidedescribestheupgradeprocessandxxlistsdatabaseandproduct-specificupgradetasks.
YoumustbeeitheratRelease10.
7(NCA,SmartClient,orcharactermode)orRelease11.
0,toupgradetoRelease11i.
YoucannotupgradetoRelease11idirectlyfromreleasespriorto10.
7.
"About"DocumentForinformationaboutimplementationanduserdocumentation,instructionsforapplyingpatches,newandchangedsetupsteps,anddescriptionsofsoftwareupdates,refertothe"About"documentforyourproduct.
"About"documentsareavailableonOracleMetaLinkformostproductsstartingwithRelease11.
5.
8.
MaintainingOracleApplicationsUsethisguidetohelpyourunthevariousADutilities,suchasAutoUpgrade,AutoPatch,ADAdministration,ADController,ADRelink,LicenseManager,andothers.
Itcontainshow-tosteps,screenshots,andotherinformationthatyouneedtoruntheADutilities.
ThisguidealsoprovidesinformationonmaintainingtheOracleapplicationsfilesystemanddatabase.
OracleApplicationsSystemAdministrator'sGuideThisguideprovidesplanningandreferenceinformationfortheOracleApplicationsSystemAdministrator.
Itcontainsinformationonhowtodefinesecurity,customizemenusandonlinehelp,andmanageconcurrentprocessing.
OracleAlertUser'sGuideThisguideexplainshowtodefineperiodicandeventalertstomonitorthestatusofyourOracleApplicationsdata.
OracleApplicationsDeveloper'sGuideThisguidecontainsthecodingstandardsfollowedbytheOracleApplicationsdevelopmentstaffanddescribestheOracleApplicationObjectLibrarycomponentsthatareneededtoimplementtheOracleApplicationsuserinterfacedescribedintheOracleApplicationsUserInterfaceStandardsforForms-BasedProducts.
ThismanualalsoprovidesinformationtohelpyoubuildyourcustomOracleFormsDeveloperformssothattheformsintegratewithOracleApplications.
OracleApplicationsUserInterfaceStandardsforForms-BasedProductsThisguidecontainstheuserinterface(UI)standardsfollowedbytheOracleApplicationsdevelopmentstaff.
ItdescribestheUIfortheOracleApplicationsproductsandhowtoapplythisUItothedesignofanapplicationbuiltbyusingOracleForms.
OtherImplementationDocumentationOracleApplicationsProductUpdateNotesUsethisguideasareferenceforupgradinganinstallationofOracleApplications.
ItprovidesahistoryofthechangestoindividualOracleApplicationsproductsbetweenRelease11.
0andRelease11i.
Itincludesnewfeatures,enhancements,andchangesmadetodatabaseobjects,profileoptions,andseeddataforthisinterval.
OracleWorkflowAdministrator'sGuideThisguideexplainshowtocompletethesetupstepsnecessaryforanyOracleApplicationsproductthatincludesworkflow-enabledprocesses,aswellashowtomonitortheprogressofruntimeworkflowprocesses.
OracleWorkflowDeveloper'sGuidexxiThisguideexplainshowtodefinenewworkflowbusinessprocessesandcustomizeexistingOracleApplications-embeddedworkflowprocesses.
Italsodescribeshowtodefineandcustomizebusinesseventsandeventsubscriptions.
OracleWorkflowUser'sGuideThisguidedescribeshowOracleApplicationsuserscanviewandrespondtoworkflownotificationsandmonitortheprogressoftheirworkflowprocesses.
OracleWorkflowAPIReferenceThisguidedescribestheAPIsprovidedfordevelopersandadministratorstoaccessOracleWorkflow.
OracleApplicationsFlexfieldsGuideThisguideprovidesflexfieldsplanning,setupandreferenceinformationfortheOraclePartnerManagementimplementationteam,aswellasforusersresponsiblefortheongoingmaintenanceofOracleApplicationsproductdata.
Thisguidealsoprovidesinformationoncreatingcustomreportsonflexfieldsdata.
OracleeTechnicalReferenceManualsEacheTechnicalReferenceManual(eTRM)containsdatabasediagramsandadetaileddescriptionofdatabasetables,forms,reports,andprogramsforaspecificOracleApplicationsproduct.
Thisinformationhelpsyouconvertdatafromyourexistingapplications,integrateOracleApplicationsdatawithnon-Oracleapplications,andwritecustomreportsforOracleApplicationsproducts.
OracleeTRMisavailableonOracleMetalinkOracleApplicationsMessageManualThismanualdescribesallOracleApplicationsmessages.
ThismanualisavailableinHTMLformatonthedocumentationCD-ROMforRelease11i.
TrainingandSupportTrainingOracleoffersacompletesetoftrainingcoursestohelpyouandyourstaffimplement,administer,anduseOracleapplications.
Oraclecoursesareorganizedintofunctionallearningpaths,soyoutakeonlythosecoursesappropriatetoyourjoborareaofresponsibility.
Youhaveachoiceofeducationalenvironments.
YoucanattendcoursesofferedbyOracleUniversityatanyoneofourmanyeducationcenters,youcanarrangeforourtrainerstoteachatyourfacility,oryoucanuseOracleLearningNetwork(OLN),OracleUniversity'sonlineeducationutility.
Inaddition,Oracletrainingprofessionalscantailorstandardcoursesordevelopcustomcoursestomeetyourneeds.
Forexample,youmaywanttouseyourorganizationstructure,terminology,anddataasexamplesinacustomizedtrainingsessiondeliveredatyourownfacility.
SupportFromon-sitesupporttocentralsupport,ourteamofexperiencedprofessionalsprovidesthehelpandinformationyouneedtokeepOraclePartnerManagementworkingforyou.
Theteamincludesyourtechnicalrepresentative,accountmanager,andOracle'slargestaffofconsultantsandsupportspecialistswithexpertiseinyourbusinessare,managinganOracleserver,andyourhardwareandsoftwareenvironment.
OracleMetaLinkxxiiOracleMetaLinkisyourself-servicesupportconnectionwitheweb,telephone,ande-mailalternatives.
Oraclesuppliesthesetechnologiesforyourconvenience,available24hoursaday,7daysaweek.
WithOracleMetaLink,youcanobtaininformationandadvicefromtechnicallibrariesandforums,downloadpatches,downloadthelatestdocumentation,looksatbuginformation,andcreateorupdateTARs.
TouserMetaLink,registerathttp://metalink.
oracle.
com.
DoNotUseDatabaseToolstoModifyOracleApplicationsDataOracleSTRONGLYRECOMMENDSthatyouneveruseSQL*Plus,OracleDataBrowser,databasetriggers,oranyothertooltomodifyOracleApplicationsdataunlessotherwiseinstructed.
Oracleprovidespowerfultoolsyoucanusetocreate,store,change,retrieve,andmaintaininformationinanOracledatabase.
ButifyouuseOracletoolssuchasSQL*PlustomodifyOracleApplicationsdata,youriskdestroyingtheintegrityofyourdataandyoulosetheabilitytoauditchangestoyourdata.
BecauseOracleApplicationstablesareinterrelated,anychangeyoumakeusinganOracleApplicationsformcanupdatemanytablesatonce.
ButwhenyoumodifyOracleApplicationsdatausinganythingotherthanOracleApplications,youmaychangearowinonetablewithoutmakingcorrespondingchangesinrelatedtables.
Ifyourtablesgetoutofsynchronizationwitheachother,youriskretrievingerroneousinformationandyouriskunpredictableresultsthroughoutOracleApplications.
WhenyouuseOracleApplicationstomodifyyourdata,OracleApplicationsautomaticallychecksthatyourchangesarevalid.
OracleApplicationsalsokeepstrackofwhochangesinformation.
Ifyouenterinformationintodatabasetablesusingdatabasetools,youmaystoreinvalidinformation.
YoualsolosetheabilitytotrackwhohaschangedyourinformationbecauseSQL*Plusandotherdatabasetoolsdonotkeeparecordofchanges.
xxiii1IntroductionThischaptercoversthefollowingtopics:OraclePartnerManagementOverviewOraclePartnerManagementKeyFeaturesPartnerDashboardChannelManagerDashboardPartnerProfilingProgramsandEnrollmentOpportunityManagementReferralManagementDealRegistrationSpecialPricingManagementPartnerFundsManagementPartnerLocatorOraclePartnerManagementOverviewThemajorityofGlobal5000businessesgeneratemorethanfiftypercentoftheirrevenuethroughindirectsaleschannels.
Thesecompaniesrequireafunctionallyrichandfullyintegratedpartnermanagementsolution.
OraclePartnerManagementfillsthisneedbyenablingvendorstoefficientlyandeffectivelymanagebusinesswithindirectchannelpartners,resultinginmoresuccessfulandlucrativechannelpartnerships.
OraclePartnerManagementstreamlinesandstrengthenstheentirepartnerlifecycle,enablingcompaniestobetterrecruitnewpartners,tomoreefficientlymanageexistingpartnerships,tomoreeffectivelymarkettoandthroughpartners,tosellmorewithpartners,andtomeasuretheperformanceofpartnerships.
OraclePartnerManagementispartoftheOracleE-BusinessSuite,anintegratedsetofapplicationsthatareengineeredtoworktogether.
OraclePartnerManagementKeyFeaturesThekeyfeaturesare:PartnerDashboard,page1-2ChannelManagerDashboard,page1-2Introduction1-1PartnerProfiling,page1-3ProgramsandEnrollment,page1-3OpportunityManagement,page1-3ReferralManagement,page1-4DealRegistration,page1-4SpecialPricingManagement,page1-5PartnerFundsManagement,page1-5PartnerLocator,page1-6PartnerDashboardThepartnerdashboardisthesingleentrypointforallpartnersintothevendor'ssystem.
Usingthedashboards,partnerscan:Selfregisterandenrollintopartnerprograms.
Managetheirpartnerprogrammemberships,includingupgradesandrenewals.
Accessvendorstores,browsecatalogcatalogs,andplaceorders.
Acceptandmanageassignedsalesopportunities,createquotes,andplaceorders.
Submitreferrals,registerdeals,requestpartnerfunds,andrequestspecialpricing.
Maintainorganizationandcontactprofiles.
Viewnotifications.
Accesstargetedcontentsuchasproductnews,traininginformation,andFAQs.
Inaddition,partnersthataredistributorscanviewtheirmanagedpartners'profileinformationandinvitenewpartnerstojointhevendor'spartnerprograms.
Thepartnerdashboarddisplaysasummaryoftransactions;partneruserscannavigatefromthedashboardtothetransactionalsystem.
Thelistoftransactionsavailabledependsonthepartner'senrollmentsandrole.
Forexample,anauthorizedresellermightbeassignedsalesopportunities.
ChannelManagerDashboardTheChannelManagerdashboardprovidesmembersofthevendororganizationwithaneasytouse,configurableinterface.
TheChannelManagerdashboardprovideschannelmanagersandchannelrepresentativeswitha360-degreeviewoftheirpartnersandactivities,therebyenablingthemtomakeinformeddecisions.
TheChannelManagerdashboardprovidesthreemainfeatures:TheQuickLinksbinprovidestheuserwithhyperlinkstothingssuchasnotifications,opportunities,andpartnerprogram-relatedbenefitssuchaspartnerreferralsandspecialpricing.
TheKeyMetricsbinprovidestheuserwithaconsolidatedviewofhispartners'performance.
ThePartnerQuerytoolallowsvendoruserstoperformadvancedsearchesforpartnersbasedonpartnerprofileattributes.
Userscancustomizethecriteriaby1-2OraclePartnerManagementImplementationGuideaddingorremovingsearchattributestotailorsearches.
OraclePartnerManagementintegrateswithOracleMarketingtoenablechannelmanagerstogeneratepartnerlists.
Theselistscanthenbeusedtorunmarketingcampaignsandeventstherebyenablingmarketingtopartners.
PartnerProfilingOraclePartnerManagementprovidesaflexibleprofilingframeworktocaptureandtracktheattributesofapartner.
Theprofilingframeworksupportsfixedattributes,informationenteredbythepartnerorchannelmanager,andderivedattributes,informationcalculatedbasedonpartnerdataandtransactions.
Theprofilingframeworkprovidesacentralrepositorytocaptureandtrackallpartnerrelatedinformation.
Channelmanagerscanusethisinformationtodifferentiatepartnersandprovidebetterservices,suchasmarketingfunds,incentives,andopportunities.
ProgramsandEnrollmentProgramsareusedtosegmentpartnersandprovidedifferentbenefitstopartners.
Youcancreateprogramsforexistingpartnersaswellasnewpartners.
Youcanalsorecruitandmaintainpartnerswithspecificincentivepackages.
Thiswillhelpincreaseandmaintainastrongpartnercommunitythatwillfurtherhelpyoutoincreaseoverallmarketshareandrevenues.
OpportunityManagementAsalesopportunityispendingsalethatcanbeforecasted.
OraclePartnerManagementextendstheOracleSalesopportunitiesmodeltosupporttheassignmentofindirectopportunitiestopartners.
Newopportunitiescanoriginatefromleadsandmarketingcampaigns,orcanbeenteredmanually.
Salesrepresentativesandchannelmanagerscanassignopportunitiestopartners.
OpportunityManagementprovidesvendorswithflexibilitywhenitcomestomatchingopportunitieswithpartners,andthenroutingtheopportunitiestothepartners.
Boththepartnermatchingprocessandtheroutingprocesscanbeautomatedfullybythecreationofrules.
Matchingandroutingcanalsobepartiallyautomated,orcanbeperformedmanuallybyavendoruser.
Whenyourouteanopportunitytoapartner,thepartnercanviewdetailsabouttheopportunityandacceptordeclineit.
Atanytime,thepartnercanalsoabandontheopportunity.
Thekeyfeaturesare:Arules-basedenginethatcanautomaticallyprocessesleads,identifyappropriatepartnersforanopportunity,androutetheopportunitytopartnersbasedonopportunitycriteriaandpartnerprofile.
Workflowbasedapprovalandnotifications.
Multipleroutingtypesallowsthevendortorouteanopportunitytooneormultiplepartners.
Abilitytomanuallysearchforpartnersbasedontheirprofile.
Introduction1-3ReferralManagementReferralManagementenablespartnerstoreferbusinessopportunitiesthattheycannotfulfilldirectlytothevendororganization.
Forexample,thepartnerlearnsofanopportunityforacustomerwhoisinterestedinaproductthattheresellerdoesnotsell.
Inthisscenario,partnerscansubmitareferraltothevendorandreceiveapercentageoftherevenue.
Thekeyfeaturesare:Partnerscansubmitreferralsonlineandtracktheprogressofthereferralfromsubmissiontoacceptancetopayment.
Aconfigurablequestionnaireallowsthevendortocollectrelevantinformationaboutapotentialopportunity.
Workflowdrivenapprovalsandnotificationsallowthevendortoassignapproversbasedonmultiplecriteria,suchasgeography,productlines,orpartnertypes.
OracleWorkflowisconfiguredtosendnotificationstorelevantpeopleateachstepofthereferrallifecycle.
Programmanagerscansetupreferralinitiativesbasedongeographyand/orproductlines.
Userscandefinedifferentcommissionratesbasedonproductlines.
Channelmanagersandregistrationmanagerscanreviewasubmittedreferrals,checkforduplicateleadsoropportunities,andapproveordeclineit.
IntegrationwithTCAtoverifyandmergecustomerandcontactinformationandmaintaintheintegrityofyourcustomerdatabase.
IntegrationwithOracleSalestoautomaticallycarryoverreferralinformationtotheopportunityorleadrecordandthroughthesalescycle.
IntegrationwithOracleTradeManagementtoautomatereferralcommissioncalculationandpayment.
DealRegistrationWhenpartnersresellavendor'sproducts,thereisoftenaconflictbetweenthevendor'sdirectsalesforceandthepartnernetwork.
DealRegistrationenablespartnerstosubmitopportunitiesandreceiveacommitmentfromthevendornottocompetedirectlyandtosupportpartnersonthedeal.
Dealregistrationhelpstoincreasepartnerloyaltyandallowsthevendortogainvisibilityintopartneractivity.
Thekeyfeaturesare:Partnerscansubmitdealregistrationsonline.
Oncetheregistrationisapproved,thepartnercanworkontheindirectopportunityrecordthatisautomaticallygeneratedandassignedtothepartner.
Workflowdrivenapprovalsandnotificationsallowthevendortoassignapproversbasedonmultiplecriteria,suchasgeography,productlinesorpartnertypes.
OracleWorkflowisconfiguredtosendnotificationstorelevantpeople,ateachstepofthedeallifecycle.
Programmanagerscansetupdealinitiativesbasedongeographyand/orproductlines.
ChannelManagersandRegistrationManagerscanreviewaregistereddeal,validatetheinformation,checkforduplicatedeals,andapproveordeclineit.
1-4OraclePartnerManagementImplementationGuideIntegrationwithTCAtoverifyandmergecustomerandcontactinformationandmaintaintheintegrityofyourcustomerdatabase.
IntegrationwithOracleSalestoautomaticallycarryoverdealinformationtotheopportunityrecordandthroughthesalescycle.
SpecialPricingManagementSpecialPricingManagementstreamlinesthesubmission,approval,andtrackingofspecialpricingrequestsaswellasthesubmission,validation,andtrackingofclaims.
SpecialPricingManagementallowsthevendororganizationtorespondquicklyandintelligentlytoitspartners'requestsforspecial,discountedpricing,thusclosingmoresalesandincreasingpartnerloyalty.
Thekeyfeaturesare:Partnerscanrequestspecialpricing,viewthestatusoftheirspecialpricingrequests,andsubmitclaims.
Avendorusercansubmitaspecialpricingrequestonbehalfofapartner.
Specialpricingrequestapproverscanreviewspecialpricinginformationwhileapprovingaspecialpricingrequest,identifysimilarrequests,andlinkthem.
Automaticallyaccrueliabilitiesonthemaximumamountrequestedforsimilarrequests.
Thevendorcangathercompetitiveinformationforproducts.
Thevendorcancreateclaimsandseeoutstandingspecialpricingrequests.
PartnerFundsManagementPartnerFundsManagementstreamlinesthesubmission,approval,andtrackingoffundrequestsaswellasthesubmission,validating,andtrackingofclaims.
Itenablesvendorstobettermanageanddistributechannelmarketingfundstochannelpartners.
Withacentralizedmarketingbudgetingandclaimsmanagementsystem,includingapartnerself-serviceinterfacetosubmitfundrequestsandclaims,thevendorcansharechannelmarketingfundswithchannelpartnerstomotivatethem,buildloyalty,andfinanciallyassistthemwithmarketingactivitiesthatwillfurtherdriveyoursales.
Byassistingpartnersfinancially,apartnerremainsmotivated,andthishelpsinbuildingloyaltyaswell.
Fundscanbeprovidedforaspecifictimeperiodandbasedonanorganization'sfiscalcycles.
Thekeyfeaturesare:Partnerscanrequestfunds,reviewfundrequestinformation,viewfundrequeststatus,submitcollateralforapproval,andsubmitclaims.
Vendorscanattachfundstopartnerprogramsandsubmitfundrequestsonbehalfofapartner.
Thevendorcandefinestandardprocessesandforeachactivitytype,andcandefineexpensebreakdown,approvals,andapprovers.
Introduction1-5PartnerLocatorThePartnerLocatorallowsapotentialcustomertosearchforpartners,resellers,andvalue-addedresellersthatareregisteredwiththevendororganization.
ThePartnerLocatorintegrateswiththevendor'sWebportal,whichmakesitavailableforcustomersindependentofthePartnerDashboardortheOraclePartnerManagementapplication.
ThePartnerLocatorallowspotentialcustomerstoprovidesomebasicsearchcriteria,andthenreturnspartnersthatarewithinavendor-specifieddistanceofthecustomer.
ThePartnerLocatorcanprovidedrivingdirectionsandmapstobetterhelpcustomersfindpartners.
1-6OraclePartnerManagementImplementationGuide2PrerequisitesandOptionalIntegrationsThischaptercoversthefollowingtopics:OverviewPrerequisitesOptionalIntegrationsOverviewImplementingOraclePartnerManagementinvolvessettingupandintegratingwithvariousotherOracleapplications.
Someoftheprerequisitesetupsarenecessarytoprovidebasicfunctionality.
OtheroptionalsetupsallowyoutoextendthefunctionalityandcapabilitiesoftheOraclePartnerManagementapplication.
SetupsthatarerequiredforOraclePartnerManagementtofunctionproperlyarecalledmandatoryprerequisites.
Thischapterdescribestheserequirementsandprovidessomeinformationtohelpyousetupandimplementthemproperly.
Formorethoroughinformationonsettingupthemandatoryprerequisites,youwillneedtorefertootherdocumentation.
OptionalintegrationsrefertootherOracleapplicationsthatOraclePartnerManagementreliesuponforadditionalfunctionality.
WhichapplicationsyouneedtointegratewithdependsuponwhichfeatureofOraclePartnerManagementyouimplement.
PrerequisitesAnOraclePartnerManagementimplementationdependsuponanumberofotherOracleapplicationstoprovidethingssuchasanorganizationalstructure,creationandmanagementofemployeesandotherresources,supportformultiplecurrenciesandlanguages,accountingandinventoryfunctions.
IfyouareimplementingOraclePartnerManagementaspartofalargerOracleHRMSorCRMimplementation,manyoftheprerequisiteswillbesetupalready.
IfyouareimplementingOraclePartnerManagementstandalone,youwillneedtoimplementthefeatureorapplicationsdescribedinthissection.
YoushouldcompletethesetupproceduresdiscussedinthissectionbeforeimplementingOraclePartnerManagement.
SettinguptheOracleApplicationsOrganizationalStructurePartofimplementingOracleapplicationsinvolvessettingupavirtualmodelofyourenterpriseintheOracleHumanResourcesManagementSystem(HRMS).
OraclePrerequisitesandOptionalIntegrations2-1applicationsusestheterm"organization"torefertothevariousbusinessunitsthatmakeupanenterprise,andthemodeloftheenterpriseinHRMSisreferredtoasthe"organizationalstructure.
"AbusinesscansupportmultipleorganizationsrunninganyOracleapplicationsproductwithasingleinstallation.
WhenyourunanyOracleApplicationsproduct,youfirstchooseanorganization,eitherimplicitlybychoosingaresponsibilityorexplicitlyinachooseOrganizationwindow.
Eachwindowandreportthendisplaysinformationfortheselectedorganizationonly.
EachorganizationalstructurecontainsoneBusinessGroup.
Thebusinessgroupisthelargestorganizationalunitrepresentingtheenterprise.
Abusinessgroupmaycorrespondtoacompanyorcorporation,orinlargeenterprises,aholdingorparentcompany.
Itcanbeanorganizationwithaphysicallocation,oritmaybeanabstractrepresentationofalegalentitythatemployspeopleassignedtoworkinorganizationsbeneathit.
Dependingonbusinessrequirements,yourorganizationalstructurecancontainoneormoreSetofBooks,andvariousorganizations,suchasoperatingunits,legalentities,andinventoryorganizations.
IfyouareimplementingOraclePartnerManagementasastandaloneapplication,youwillneedtocreatinganorganizationalstructure.
MostoftheorganizationalstructureissetupthroughHRMS.
(AnexceptionistheSetofBooks,whichissetupthroughtheOracleGeneralLedgerapplication.
)FormoreinformationonusingHRMS,refertotheguideUsingOracleHRMS-TheFundamentals.
Forcompleteinformationaboutmodeling,implementing,andmanagingyourorganizationalstructureinOracleApplications,refertotheguideMultipleOrganizationsinOracleApplications.
SettingupanInternalOrganizationAninternalorganizationisneededforpartnercreation,asitallowsa"partnerof"relationshiptobecreatedforeachpartnerthatisaddedtothedatabase.
AtleastoneinternalorganizationmustbesetupforanOraclePartnerManagementimplementation,andthentheprofileoptionPV:DefaultVendorOrganizationmustbepopulatedwiththenameoftheinternalorganization.
Ifonlyoneinternalorganizationissetupforanimplementation,theprofileoptionissetattheapplicationorsitelevel.
Ifmorethanoneinternalorganizationissetup,theprofileoptionmustbesetattheresponsibilitylevelforthedefaultpartnerresponsibility.
Theinternalorganizationinformationmustbesetupbeforepartnerscansuccessfullyself-register.
ItisalsorequiredfortheCustomertoPartnerconversion.
InternalorganizationsarecreatedthroughtheOracleTeleSaleseBusinessCenterapplication.
Oneofthefollowingresponsibilitiesisrequiredtosetupaninternalorganization:TeleSalesAgentTeleSalesManagerTelemarketingAgentForinformationoncreatinganinternalorganization,refertotheOracleTeleSalesImplementationGuide.
SettingupOracleCRMTechnologyFoundationOracleCRMTechnologyFoundationprovidesacommoninfrastructureonwhichallCRMapplicationsarebuilt.
Byprovidingasetofapplicationcomponents,CRM2-2OraclePartnerManagementImplementationGuideFoundationensuresthatallapplicationsinteractwithkeybusinessobjectsinaconsistentmanner.
FordetailedinformationaboutOracleCRMFoundationsee,OracleCRMApplicationFoundationImplementationGuide.
ResourceManagerResourceManagerismandatoryforanOraclePartnerManagementimplementation.
Thiscomponentenablesyoutouseapplicationresourcesregardlessofwheretheyarecreated.
Resourcemanagerservesasacentralrepositoryforresources,resourcegroups,teams,androles.
Resourcessuchasemployees,suppliers,parties,orpartners,thathavebeencreatedinotherapplicationscanbeimportedintoResourceManager.
Onceimported,theresourcebecomesavailableforCRMapplications.
TaskManagerTaskManagerismandatoryforanOraclePartnerManagementimplementation.
Itprovidesamechanismforyourapplicationtorespondtocustomerneedsinatimelymannerbycreatinganddistributingworkassignments(suchasappointments,callbackrequests,andservicerequests)toindividuals.
1-to-1FulfillmentIfyouareusingemail,fax,printschedules,emailnotifications(orifyouareusingthefeaturesofemailnotificationsonfulfillmentrules)Oracle1-to-1Fulfillmentisamandatorysetup.
Thefulfillmentenginesupportshighvolumeelectronicfulfillmentofdocuments.
NotesandNoteTypesAnoteisfree-formtextattachedtoanobjectthatrecordsdescriptiveinformationaboutbusinesstransactionsandthatcanbereferencedacrossmodules.
Notescanbecreatedbybothvendorandpartnerusers.
Notescanbefurtherdefinedbysettingupnotetypes.
Anotetypeisusedtoclassifynotes,suchasgeneralnotetypeorinteractionnotetype.
Inadditiontotheseedednotetypes,additionalnotetypescanbecreatedduringimplementationtofurthercategorizenotes,ifnecessary.
OracleNotescomeswithasetofpredefinednotetypes;optionally,youcancreateadditionalnotetypesandmapnotetypestoasource.
RefertoSettingupNotes,page3-13formoreinformationaboutimplementingOracleNotesforusewithOraclePartnerManagement.
TerritoryManagerTerritoryManagerprovidesaninfrastructuretodefineterritoriesbasedonflexiblecriteria,suchasgeography,zipcode,areacode.
ThisenginecreatesautomaticassignmentoftransactionsacrosstheentireCRMsuite.
TerritoryManagerisrequiredforthechannelmanagerdashboardsincechannelteamsarepopulatedbasedonterritoryassignment.
TerritoryManagerisalsorequiredforreferralsanddealregistration,asclaimsareassignedbasedonterritorydefinitions.
Itisalsoneededforopportunitiesandleads.
RefertoSettingupTerritoriesinOraclePrerequisitesandOptionalIntegrations2-3TerritoryManagement,page3-6formoreinformationaboutcreatingTerritoriesforusewithOraclePartnerManagement.
Note:YoumustcreateaterritorywiththeOraclePartnerManagementusagetopopulatechannelteams.
Ifyouareimplementingreferralsordealregistration,youmustalsosetupasecondterritorywiththeOracleTradeManagementusage(ifithasnotbeencreatedalreadyfortheOracleTradeManagementapplication).
AssignmentManagerImplementingAssignmentManagerisoptional.
TheAssignmentenginedeterminesthebestresourcetobeassignedtotasksbasedonavailabilityandskillset.
ThisengineisusedbythevariousCRMmodulestoautomaticallyassigntaskstoaresourceoragroupofpeople.
SettingUpApplicationObjectLibraryOracleApplicationsObjectLibrary(AOL)11iprovidessomeoftheunderlyingsupportstructuresandfeaturesthatareusedbyallOracleapplications.
AOLprovidesthefollowing:Multiple-currencysupport.
Multiple-languagesupport.
CreationofresponsibilitiesandassociationofresponsibilitieswithusersCreationofmenusandtheassociationofmenuswithresponsibilities.
-AOLCreationofusersandusernames-TheabilitytocreateusersisprovidedbyAOL.
Ausermusthaveausername,andtheusermustbeassignedatleastoneresponsibility.
Formoreinformationsee,OracleApplicationsConceptsandOracleApplicationsSystemAdministrator'sGuide.
SettingUpGeneralLedgerBasicaccountinginformationforOraclePartnerManagementisprovidedbyOracleGeneralLedger(GL).
BecauseOracleInventoryrequiresatleastoneorganizationandassociatedsetofbooks,atleastonebusinessunitmustbecreatedinGL.
Forspecificsetupinformationsee,OracleGeneralLedgerUserGuide.
SettingUpOracleInventoryInOraclePartnerManagement,OracleInventoryisnecessaryforthesuccessfulfunctioningofvariousflows.
OracleInventoryservesastherepositoryforproductsorcollateralthatcanbeorderedfromanorganization.
ProductsoritemsinOracleInventoryresideintheMTL_SYSTEM_ITEMStable.
Opportunitiesandspecialpricingrequestshaveproductsassociatedwiththem;theseproductsmustbepresentinOracleInventoryforthemtobetrackedinthesystemandsubsequentlyavailableforuseinOraclePartnerManagement.
Inaddition,ifpartnerswillbechargedafeetoenrollinpartnerprograms,thenpartnerprogramsmustbeavailableasitemsinOracleInventory.
2-4OraclePartnerManagementImplementationGuideOracleInventoryrequiresoneinventoryorganizationtobeidentified.
TypicallythisistheMasterInventoryOrganization.
Inamultipleoperatingunitenvironment,theMasterInventoryOrganizationshouldconsistofalltheproductsfromalltheoperatingunits,itservesasthehighestorganizationallevel.
Ifyouneedtoseparateproducts(soldfromeachoperatingunit)intodifferentinventoryorganizations,createaseparateinventoryorganizationforeachoperatingunit.
TheseoperatingunitsshouldexistonlyassubsetsoftheMasterInventoryOrganization.
ImplementOracleInventoryasdescribedintheOracleInventoryImplementationGuide.
SettingUpProductLifecycleManagementOraclePartnerManagementderivesitsproductdatausingtheproductcatalogprovidedbyProductLifecycleManagement(PLM).
PLMprovidesaproducthierarchylocatedintheOLTPschemas.
ThishierarchyismaintainedbytheuserinaProductCatalogandisexpandedtoade-normalizedtable(designedforefficienttraversal)bytheSalesandMarketingapplications.
Forinformationondefiningproductcategories,seeOracleAdvancedProductCatalogUserGuide.
SettingUpOracleReceivablesOraclePartnerManagementusesOracleReceivablestorecordcustomerinformation.
CustomerregistrationinformationismaintainedintheTradingCommunityArchitecture(TCA).
TCAstoresallcustomer,partner,prospect,andothercustomerrelatedinformationinasinglerepository.
OracleAccountsReceivableisusedduringpartnerprogramenrollmenttoverifypartnerbillingandaddressinformationagainsttaxlocations.
Ataminimum,youneedtoperformtherequiredOracleReceivablessetups,definingsystemoptionsincludingtaxoptionsandaddressvalidation,asdescribedtheOracleReceivablesUserGuide.
OptionalIntegrationsThissectiondescribestheOracleapplicationswithwhichOraclePartnerManagementintegrates.
WhichapplicationsaspecificOraclePartnerManagementimplementationwillintegratewithisdeterminedbytheflowsandfunctionalitythataresetduringimplementation.
ThefollowingtableprovidesanoverviewofOraclePartnerManagementintegrationsbyfloworfeature.
Intherestofthissection,moredetailedinformationisprovidedabouteachintegratedapplicationandhowitisusedbyOraclePartnerManagement.
PrerequisitesandOptionalIntegrations2-5IntegrationofOraclePartnerManagementandOtherOracleApplicationsFunctionorFlowOracleApplicationChannelManagerDashboardGeneralLedger,Marketing,OrderManagement,Sales,TradeManagement,TerritoryManagementDealRegistrationApprovalsManagement,DataQualityManagement,Sales,TerritoryManagement,WorkflowBuilderOpportunityManagementQuoting,Sales,WorkflowBuilderPartnerDashboardiStore,MarketingPartnerFundsApprovalsManagement,Inventory,TradeManagement,WorkflowBuilderPartnerProgramEnrollmentApprovalsManagement,iPayment,OrderManagementPartnerProgramsAdvancedPricing,ApprovalsManagement,ContentManager,Contracts,Inventory,Marketing,OrderManagement,WorkflowBuilderReferralsApprovalsManagement,DataQualityManagement,Sales,TradeManagement,TerritoryManagement,WorkflowBuilderSpecialPricingApprovalsManagement,DataQualityManagement,Marketing,TradeManagement,WorkflowBuilderOracleAdvancedPricingOracleAdvancedPricingisusedtosetuppricelistsandmanagepricingforOracleapplications.
OraclePartnerManagementcanuseOracleAdvancedPricingtotrackandmanagepricingforpartnerprograms.
Inadditiontoallowingyoutosetupapricelistforapartnerprogram,OracleAdvancedPricingcanbeusedtocalculatetaxesonastateornationallevel,totrackcustomerdiscounts,andtoperformcurrencyconversion.
OraclePartnerManagementcanuseeitherOracleAdvancedPricingorOracleOrderManagementtocreateandstorepricinginformationassociatedwithpartnerprograms.
WhichapplicationisusedisdeterminedbytheprofileoptionQP:SourceSystemCode(setattheapplicationlevel).
OracleApprovalsManagementOracleApprovalsManagement(AME)isaself-servicewebapplicationthatallowsuserstodefinebusinessrulesgoverningtheprocessforapprovingtransactions.
AMEenablesbusinessuserstospecifyapprovalrulesforaflowwithouthavingtowritecodeorcustomizetheapplication.
OracleApprovalsManagementisusedinthefollowingOraclePartnerManagementflows:2-6OraclePartnerManagementImplementationGuideDealRegistration.
ApproversandapprovalrulesfordealregistrationrequestsarecreatedandmanagedthroughAME.
PartnerFunds.
ApproversandapprovalrulesforpartnerfundrequestsarecreatedandmanagedthroughAME.
PartnerProgramEnrollment.
ApproversandapprovalrulesforpartnerprogramregistrationrequestsarecreatedandmanagedthroughAME.
Referrals.
ApproversandapprovalrulesforleadandopportunityreferralrequestsarecreatedandmanagedthroughAME.
SpecialPricing.
ApproversandapprovalrulesforspecialpricingrequestsarecreatedandmanagedthroughAME.
OracleContentManagerOracleContentManager(OCM)isakeycomponentoftheSales,MarketingandE-Commerceapplicationsthatenablescontenttobestoredandmanagedinacentralrepository.
OCMfeaturesincludeworkflow,versioning,translations,andrenditions.
Usingcontenttypes,OCMisabletokeepcontentseparatedfromitspresentationlayer.
OracleContentManagerisusedinthefollowingOraclePartnerManagementflows:PartnerPrograms.
OracleContentManagerisusedtostoretheHTMLcontent,includingimages,thatappearsintheProgramOverview.
TheProgramOverviewprovidesasummaryofapartnerprogram.
PartnerDashboard.
WhenanorganizationusesOCMastheinformationrepositoryforiStore,theimagesandtextthatappearonthePartnerDashboardwillbestoredinOCMaswell.
OracleContractsOracleContractsprovidesthecommoninfrastructurecomponentsthatareusedbyOracleapplicationstocreateandmanagecontracts.
ThecommoncomponentsprovidedbyOracleContractsareatermslibrary,authoringandprintingtools,andcontractdocumentmanagement.
Avendororganizationmightrequireitspartnerstoagreetolegaltermsandconditionsasarequirementforparticipatinginapartnerprogram.
OraclePartnerManagementusesOracleContractstoprovidelegaltermsforpartnerprograms.
Apartnerprogramcanhaveoneormorecontractsassociatedwithit.
Whichcontractapartnerseescanbecontrolledbydefininggeographicandmembertypeconditionsforeachcontract.
OracleDataQualityManagementDataQualityManagement(DQM)isatoolfromtheOracleTradingCommunityArchitecture(TC)groupthatisusedtocheckforduplicateinformation.
OraclePartnerManagementusesDQMtocheckforpotentialduplicatecustomers,contacts,andspecialpricingrequests.
OracleDQMisusedinthefollowingOraclePartnerManagementflows:DealRegistration.
DQMisusedtofindpotentialcustomerorcontactmatchesfordealregistrationrequestssubmittedbypartners.
PrerequisitesandOptionalIntegrations2-7Referrals.
DQMisusedtofindpotentialcustomerorcontactmatchesforleadsoropportunitiessubmittedbypartners.
SpecialPricing.
DQMisusedtofindpotentialcustomerorcontactmatchesforspecialpricingrequestssubmittedbypartners.
Regulationsrequiredthatthesamepricingbeofferedtoallpartnersbiddingonthesamedeal.
DQMisusedtoidentifyspecialpricingrequestssubmittedbydifferentpartnersforthesamedeal.
OracleiPaymentOracleiPaymentisaframeworkthatenablesyoutobuildintegrationswithfinancialinstitutionsandpaymentprocessorsforpaymentandreceiptprocessing.
OracleiPaymentprovidesyouwithout-of-the-boxintegrationswithleadingpaymentvendors.
Youcancreateadditionalintegrationsasneeded.
OracleiPaymentalsoprovidesyouwithacommonpaymentengineforoutboundandinboundpayments.
Italsoallowsyoutomanagecreditcardriskandperformtransactionreporting.
OracleiPaymentalsosupportssecuretransactions.
OraclePartnerManagementusesiPaymenttoenableelectronicpaymentforpartnerprogramenrollment.
BeforebeingabletoacceptelectronicpaymentsthroughiPayment,aniPaymentservermustbesetup.
Inaddition,anorganizationwillneedanSSLcertificatetoimplementHTTPStosecurecreditcardtransactions.
OracleiStoreOraclePartnerManagementusesiStoretobuildthePartnerDashboardandtosetupsecurityforthedashboardbasedonpartnerresponsibilities.
IfyouareintegratingwithOracleMarketing,youcanalsocreatewebadvertisementsanddisplaythemonthePartnerDashboard.
OracleiStoreisalsousedtocreatetheonlinepartnerprogramenrollmentflow.
Aspecificenrollmentflowtemplatehasbeenseededtosimplifythedesignofenrollmentpages.
OracleMarketingOracleMarketinghelpsmarketingprofessionalscreatecampaignsthataretargetedtowardcustomers.
OracleMarketingprovidesnumeroustoolsthathelpmarketingprofessionalstoanalyzecampaigneffectiveness,createandmanagecampaignbudgets,captureleadsgeneratedbycampaigns,createamanagepromotions,andgeneratepriceliststhatmeetcustomerdemands.
OracleMarketingisusedinthefollowingOraclePartnerManagementflows:ChannelManagerDashboard.
AvendoruserwiththeappropriatepermissionseesaCreateasListbuttononhisPartnerspage.
Clickingthisbuttoncreatesalistcontainingthepartnersdisplayedonthepage.
ThelistisaccessiblefromOracleMarketing,andcanbeusedtocreateamarketingcampaigntargetingthepartners.
OpportunityManagement.
Opportunitiesgeneratedbymarketingcampaignscanroutedtotheindirectchannel(byOracleSales)andsubsequentlyroutedtopartners.
PartnerDashboard.
UserscancreateandexecutewebadvertisingcampaignsthatappearonPartnerDashboards.
OracleMarketingisusedtocreatethewebplacementforthead,createthecampaignandcampaignschedule,andselecttheadcontent.
Awebcampaigncanappearonallpartnerdashboardsoralistofpartnerscanbecreatedandacampaigncanbesetupthattargetsthosepartnersspecifically.
2-8OraclePartnerManagementImplementationGuidePartnerFunds.
Apartnerfundisassociatedwithoneormorebudgets.
Inturn,eachbudgetisassociatedwithoneormoremarketingactivities.
TheactivitiesarecreatedinOracleMarketing,andareassociatedwithbudgetswhenthebudgetsarecreatedinOracleTradeManagement.
PartnerPrograms.
PartnerprogramapprovalismanagedthroughtheOracleMarketingapprovalsprocess.
TheOracleMarketingapprovalsprocessallowsapproverstobeassociatedwithapartnerprogramtype,andallowsapprovalrequeststoberoutedsequentially.
TheOracleMarketingFrameworkworksbehindthescenestorouteapprovalrequests,sendnotifications,andmanageapprovalstatuses.
OracleOrderManagementOracleOrderManagementallowsyoutoefficientlycapturecustomerordersfrommultiplesaleschannelsandfulfillordersusinganyfulfillmentmethod.
OracleOrderManagementcapturesdemandfrommultiplesaleschannelsincludingwebstores,fieldsales,callcenters,servicecenters,andcustomersystems.
OracleOrderManagementintegrateswithOracleAdvancedPricingtoprovideahighlyflexiblesetupmechanismandpricingenginethataccuratelyappliespricing,dealsandpromotionstocustomerorders.
OracleOrderManagementisusedinthefollowingOraclePartnerManagementflows:ChannelManagerDashboard.
OracleOrderManagementprovidesthedatafortheSalesYear-to-Datekeymetric.
Thisdataisalsousedtocreatethegraphthatappearsonthedashboard.
PartnerPrograms:OracleOrderManagementisusedprocesscash,check,orcreditcardpaymentmethodsforpartnerprograms.
Additionally,OracleOrderManagementcanbeusedtosetuppricelistsforpartnerprograms.
PartnerProgramEnrollments.
OracleOrderManagementcreatesasalesorderandprovidesthebillingfunctionalityforpartnerprogramenrollments.
OracleOrderManagementallowsyoutoassociateasalespersonwithenrollmentrequestordersandsetupordercancellationreasons.
SpecialPricing.
Accrualandoff-invoicespecialpricingrequestsarefulfilledwithinventorythatisorderedfromthevendororganization(scandataspecialpricingrequestsarefulfilledwithexistingpartnerinventory).
OrderManagementisusedtoplaceandmanagetheordersfornewinventoryspecialpricingrequests.
OracleQuotingOracleQuotingenablessimple,securecreationandmanagementofcustomerquotesacrosssalesandinteractionchannels.
OracleQuotingisusedinOpportunityManagementflows.
Onceapartneracceptsanopportunity,apartnerusercancreateaquoteforthecustomerandpublishittothecustomer.
Thepartnerusercanaddproductstothequoteandselectapricelistforthequote,andthensubmitthequoteforapprovalbythevendor.
Oncethepartner,customer,andvendoragreeonthequote,thepartnerusercanplaceanorder(thoughtOracleOrderManagement)andmonitortheorderstatus.
OracleSalesOracleSalesisanapplicationforsalesprofessionalsthatsimplifiesandoptimizesthetaskofplanningandmanagingthesalesprocess.
OraclePartnerManagement'sPrerequisitesandOptionalIntegrations2-9OpportunityManagementpagesareprovidedbytheOracleSalesapplication.
Youmightneedtoperformsomeimplementationprocedurestoensurethattheopportunitypagesappearandfunctioncorrectly.
RefertoSettingupOpportunityAssignment,page10-1foradditionalinformation.
OracleSalesisusedinthefollowingOraclePartnerManagementflows:ChannelMangerDashboard.
TheChannelManagerDashboarddisplaysopportunitymetricsintheKeyMetricsareas.
Inaddition,thePartnerDetailspagedisplayssales,deal,andopportunityinformation,allofwhichcomesfromtheOracleSalesapplication.
DealRegistration.
Whenapartner'sdealregistrationrequestisapproved,anewopportunityiscreatedforthedeal.
OpportunitiesarestoredinOracleSalestables.
IfanorganizationisusingbothOracleSalesandOraclePartnerManagement,theopportunitywillbevisiblefrombothapplications.
OpportunityManagement.
ThepagesthatappearintheOpportunityManagementportionsofOraclePartnerManagementareOracleSalesopportunitypages.
However,opportunitiesthatareassignedtopartnerscontaininformationabouttheChannelTeam;thisinformationdoesnotappearonopportunitieshandledthroughanorganization'sdirectsaleschannel.
Referrals.
Whenapartner'sreferralisapproved,eitheranewopportunityorleadiscreated,orthereferralislinkedtoanexistingopportunityorlead.
OpportunitiesandleadsarestoredinOracleSalestables.
IfanorganizationisusingbothOracleSalesandOraclePartnerManagement,theopportunityorleadwillbevisiblefrombothapplications.
OracleTradeManagementOracleTradeManagementprovidestheconsumergoodsindustrytoolstoaidintradeplanningandoffermanagement,budgetmanagement,claimanddeductionmanagement,andindirectsalesmanagement.
OracleTradeManagementisusedinthefollowingOraclePartnerManagementflows:ChannelManagerDashboard.
FromtheChannelManagerDashboard,avendorusercanseetheamountofmoneythatisowedtoapartnertosettleitsopenclaims,andtheamountofpartnerfundsapartnerhasrequestedyear-to-date.
ClaimsandfundingrequestsaremanagedthroughOracleTradeManagement,whichprovidesOraclePartnerManagementwiththispartnerdata.
Referrals.
OracleTradeManagementisusedtocompensatepartnersforreferringwinningleadsandopportunitiestothevendor.
OracleTradeManagementisusedtocreateandmanageoneormorebudgetsthatareusedtotrackcompensationtopartnerswhoreferopportunities.
Whenapartner'sreferralcompensationrequestisapproved,anoffercorrespondingtotherequestisalsocreatedinOracleTradeManagement.
Finally,OracleTradeManagementgeneratesaclaimagainstapartner'sofferwhentheordergeneratedbythereferredopportunityisshipped.
PartnerFunds.
OracleTradeManagementisusedtoreimbursepartnersthathaveparticipatedinsuccessfulmarketingcampaignsforthevendor.
OracleTradeManagementisusedtocreateandmanageoneormorebudgetsthatareusedtofundpartnermarketingactivities.
Inaddition,OracleTradeManagementprovidesaseededoffertypethatisusedtogenerateclaimsforpartnerswhoarerequestingreimbursementfortheiractivities.
2-10OraclePartnerManagementImplementationGuideSpecialPricing.
OracleTradeManagementisusedtoreimbursepartnersforspecialpricingsituations.
OracleTradeManagementisusedtosetuponeormorebudgetstotrackspecialpricingfunds.
Inaddition,OracleTradeManagementseedsthreeoffertypesthatareusedtocreateandmanagedifferenttypesofspecialpricingrequests.
Dependingonthetypeofspecialpricingrequestsubmitted,apartnermayneedtosubmitaclaimforreimbursement,whichishandledthroughOracleTradeManagementaswell.
OracleWorkflowBuilderNotificationmessagesfornumerousOraclePartnerManagementflowsarecreatedandmanagedusingtheOracleWorkflowBuilder2.
6application.
Thenotificationsareassociatedwithanobject(suchasafundrequestorspecialpricingrequest)andaresentoutastheresultofanevent,suchasthechangeofanobject'sstatus.
SeedednotificationsandmessagesforOraclePartnerManagementareprovidedinOracleWorkflowBuilder;inthisguide,listsofnotificationsandmessagesareprovidedinthechapterdevotedtoeachflowthatintegrateswiththeapplication.
Youmightbeabletoimplementtheseedednotificationswithoutmodification.
However,ifyouneedtomakechangestotheseedednotificationsorcreatenewnotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
OracleWorkflowBuilderisusedinthefollowingOraclePartnerManagementflows:DealRegistration.
Notificationsaresenttorecipientsatvarioustimesinthedealregistrationprocess.
OpportunityManagement.
Notificationsaresenttovariousrecipientswhenanopportunity'sstatuschanges.
PartnerFunds.
Notificationsaresenttorecipientsatvarioustimesinthefundprocess.
PartnerPrograms.
Notificationsaresenttopartnersbaseduponpartnerprogramenrollmentrequeststatus.
Notificationsarealsosenttoapartnerwhenitsmembershipinaprogramisnearingexpiration.
NotificationsaresenttothepartneruserwiththePartnerPrimaryUserrole.
Referrals.
Notificationsaresenttorecipientsatvarioustimesinthereferralprocess.
SpecialPricing.
Notificationsaresenttorecipientsatvarioustimesinthespecialpricingrequestprocess.
PrerequisitesandOptionalIntegrations2-113CommonImplementationandAdministrationTasksThischaptercoversthefollowingtopics:OverviewCreatingApprovalRulesinOracleApprovalsManagerSettingupTerritoriesinOracleTerritoryManagerSettingupNotificationsinOracleWorkflowBuilderSettingupMatchingRuleswithOracleDataQualityManagementSettingupNotesOverviewThischapterprovidesinformationaboutimplementationoradministrationtasksthatyoumightneedtoperformformultipleOraclePartnerManagementbusinessflowsorfeatures.
Toavoidredundancy,informationaboutthesetasksandproceduresforcompletingthemarepresentedinthischapter.
Additionalinformationthatisneededtocompletethetaskforaspecificfloworfeatureispresentedintheappropriatechapter.
Tocompletethetasksinthischapter,youwillneedaccesstootherapplications,orhaveaccesstoauserwhoisresponsibleforadministeringthoseapplications.
Theinformationandproceduresprovidedinthischapterarefairlyhigh-level;togainamorethoroughunderstandingoftheproceduresandtheirassociatedapplications,youwillwanttorefertothedocumentationfortheapplication.
Thefollowingtableliststheimplementationandadministrationtaskscontainedinthischapter,thebusinessflowsorfeaturesthatrequirethetasks,andtheapplicationsinwhichyouwillcompletethetasks.
CommonImplementationandAdministrationTasks3-1CommonImplementationandAdministrationTaskOverviewTaskBusinessFloworFeatureApplicationCreatingApprovalRulesDealregistrationrequestsLeadoropportunityreferralrequestsPartnerfundsrequestsPartnerprogramenrollmentrequestsSpecialpricingrequestsOracleApprovalsManagementSettingupTerritoriesChannelteamcreationDealregistrationrequestsLeadoropportunityreferralrequestsOracleTerritoryManagerSettingupNotificationsDealregistrationrequestsLeadoropportunityreferralrequestsPartnerfundsrequestsPartnerprogramenrollmentrequestsSpecialpricingrequestsOracleWorkflowBuilderversion2.
6.
2SettingupMatchingRulesSpecialpricingrequestsDealregistrationrequestsLeadoropportunityreferralrequestsOracleDataQualityManagementSettingupNotesDealregistrationrequestsLeadoropportunityreferralrequestsPartnerfundrequestsSpecialpricingrequestsOracleCommonApplicationComponentsCreatingApprovalRulesinOracleApprovalsManagerApprovalrulesandapproversforpartnerprogramenrollmentrequests,specialpricingrequests,partnerfundrequests,dealregistrationandreferralrequests,andDataQualityManagement(DQM)approvalsaredefinedintheOracleApprovalManagementapplication.
Anapprovalruleassociatesoneormoreconditionswithanapprovalinanif-thenstatement,andeachconditionteststhevalueofanattribute(youcanthinkofanattributeasavariable).
Theapprovalrulealsodefinesthelistofapproverstowhichthetransactionisroutediftheconditionsaremet.
Forexample:3-2OraclePartnerManagementImplementationGuideIfconditionC1istrueandconditionC2istruethendoapprovalA1Forexample,tocreatetheapprovalprocess"ForareferralrequestfromapartnerintheUnitedStates,requireapprovalfromauserwiththeChannelManagerrole,"therulemightbe:IfCUSTOMER_COUNTRY=USthenrequireuserwithroleChannelManagertoapproveYouassociatearulewithatransactiontype,andatransactiontypeisassociatedwithanapplication.
Youcanassociatethesamerulewithseveraltransactiontypes,andthereforeseveralapplications.
Settingupapprovalrulesandapproversinvolvesspecifyingaconditionforoneormoreattributes,settingupapprovalgroups,anddefiningrules.
Thissectionprovidessomebasicproceduresforcreatinganapprovalrule.
Formorethoroughinformationaboutrulecreation,refertotheImplementingOracleApprovalManagementguide.
Creatinganapprovalruleinvolvesanumberofsteps,whicharedescribedinthefollowingsections:SettingupaConditionSettingupanApprovalGroupSettingupaRuleTestingtheRuleWhencreatinganapprovalrule,ausermightneedtocompleteonlysomeofthestepslistedinthissection.
Forexample,ifanapprovalgroupalreadyexists,theuserwouldneedtocreateaconditionandaruleonly.
OraclePartnerManagementintegrateswithAMEversion11.
5.
9,andfullysupportsfeaturesincludedinthatrelease.
Currently,featuresintroducedinAME11.
5.
10,suchastheabilitytosetupparallelapprovalsprocesses,arenotsupported.
Tosetupanapprovalrule,logintotheself-serviceapplicationasanApprovalsManagementApplicationAdministratorandnavigatetoApprovalsManagementApplicationAdministrator>Approvals.
SettingupaConditionTransactionTypesareseeded.
ForOraclePartnerManagement,thefollowingtransactiontypesareavailable:CommonImplementationandAdministrationTasks3-3TransactionTypesforOraclePartnerManagementTransactionTypeUsedForPV:DealRegistrationManagementDealregistrationPV:DQMapprovalsDataqualitymanagementOZF:SpecialPricingRequestSpecialpricingOZF:SoftFundRequestPartnerfundrequestPV:ReferralManagementApprovalsPartnerreferralPV:PartnerProgramEnrollmentRequestsPartnerprogramregistrationUsethisproceduretocreateaconditionfortheapprovalrule.
1.
ClicktheSetTransactionTypelinkatthetopoftheApprovalspageandselecttheappropriateTransactionTypefromthedrop-downlist.
Refertothetableabovetoselectthecorrecttransactiontypeforyourcondition.
2.
ClickContinue.
3.
ClicktheConditionstab,andthenclickAddaCondition.
4.
SelectOrdinaryastheconditiontype,andclickContinue.
TheChooseaConditionpageappears.
5.
Selectanattributefromthedrop-downlistandclickContinue.
TheCreateaConditiononaStringAttributepageappears.
6.
ProvideavaluefortheattributeandclickContinue.
TheTextValuespageappears.
7.
ClickAddaTextValuetodefineadditionalvaluesfortheattribute,ifappropriate.
8.
ClickQuittosavethecondition.
SettingupanApprovalGroupUsethisproceduretosetupanapprovalgroup.
1.
ClicktheGroupstab.
Apageappearsthatlistsexistinggroupsforthetransactiontype.
2.
ClickAddGroup.
TheCreateanApprovalGrouppageappears.
3.
Provideinformation,asrequired,forthegroup,andclickCreateGroup.
TheMemberssectionappearsatthebottomoftheCreateanApprovalGrouppage.
Note:UsetheActiveListregiontospecifywhetherthelistofapproverswillbeastaticoradynamiclist.
Staticindicatesthatyouwillsetupalistofapproversfortherule.
Dynamicindicatesthattheapplicationwillexecuteaquerytodeterminetheapproval3-4OraclePartnerManagementImplementationGuidegroup'smembership.
EnterthequerystatementintheQueryregionbelowtheActiveList.
4.
ClickAddApprover.
TheSearchforApproverpageappears.
5.
SelecteitherFNDUserorHRPeoplefromthedrop-downlist.
Note:SelectFNDUsertosearchforapproversthataresetupasUsers.
SelectHRPeopletosearchforapproverswhoareenteredasemployees.
ForOraclePartnerManagement,itisrecommendedthatyouselectHRPeople.
6.
ClickSearchtoreturnalistofpotentialapprovers.
7.
SelectanapproverfromthelistandclickContinue.
TheSelectOrderNumberpageappears.
8.
Specifytheapproversorderintheapprovalprocess,andclickCreateMember.
TheEditanApprovalGrouppageappears,displayingthenewapproverintheMembersregion.
9.
Whenyouhavefinishedaddingmemberstotheapprovalgroup,clickSubmitChanges.
SettingupaRuleUsethisproceduretosetupanapprovalrule.
1.
ClicktheRulestab.
TheAddaRule-Step1pageappears.
2.
ProvideinformationfortheruleandclickContinue.
TheAddaRule-Step2pageappears.
Note:Therearesixruletypesavailable.
Differentruletypesusedifferentconditionsandapprovaltypes,andhavedifferenteffectsonatransaction'sapproverlist.
ForOraclePartnerManagement,itisrecommendedthatyouselectlist-creationastheruletype.
3.
Select"chainofauthorityincludesanapprovalgroup"andclickContinue.
TheAddaRule-Step3pageappears.
4.
Fromthe"approvalgroupchainofauthorityActions"list,selecttheapprovalgroupthatyousetupforthistransactiontypeandruleandclickContinue.
TheAddaRule-Step4pageappears.
5.
SelecttheconditionfromtheHeaderAttributesregionandclickContinue.
Note:TheHeaderAttributesregionshouldcontainalltheconditionsthathavebeensetupforthetransactiontype.
ItwillalsocontainthedefaultconditionTRANSACTION_SET_OF_BOOKS_ID.
CommonImplementationandAdministrationTasks3-5TheAddaRule-Step5pageappears.
6.
SelecttheconditionstobeincludedintherulefromtheHeaderConditionsareaandclickContinue.
Theruleiscreatedandtheapprovalsetupiscomplete.
TheApprovalsEnginewillusethisruletoassignthespecifiedtypeoftransactiontoauserthatmatchestheconditionsspecified.
TestingtheRuleFromtheTesttab,youcantesttheruletomakesurethatitwillworkproperly.
Youcanchoosetotesttheruleagainstanexistingtransaction,orhavethesystemcreateatesttransaction.
SettingupTerritoriesinOracleTerritoryManagerOraclePartnerManagementusesterritoriescreatedinOracleTerritoryManagerto:Associatechannelmanagersandchannelrepresentativeswithpartners(thatis,tosetupachannelteam)Identifythecountryofthecustomerforwhichapartnerisregisteringadealorreferringaleadoranopportunity.
APartnerManagementterritorymustbesetupbeforeachannelteamcanbeassignedtoapartnerandopportunitiescanbematchedwithpartners.
Inaddition,anorganizationmusthaveaTradeManagementterritorysetupifitisgoingtoimplementleadandopportunityreferralasapartnerprogrambenefit.
Optionally,aTradeManagementterritorycanbeusedfordealregistration,althoughitisnotrequiredforimplementation.
ThesameTradeManagementterritoryisusedforbothreferralsanddealregistrations.
Note:Ifyouareimplementingdealregistrationorreferrals,youwillneedtosetuptwoseparateterritories.
SetupaterritorywiththeusagePartnerManagementtocreateapopulatechannelteams.
SetupaterritorywiththeusageTradeManagementforusewithreferralsanddealregistrations.
Therearethreemainstepsinvolvedincreatingaterritory:enablingtransactionqualifiers,settinguptheterritory,andrunningconcurrentprogramstopopulatetheterritory.
Inthismanual,weprovidesomebasicproceduresforcreatingterritoriesusingOracleTerritoryManager.
Formorethoroughinformationabouttheapplicationandterritorycreationandmanagement,refertotheOracleTerritoryManagerImplementationGuide.
EnablingTransactionQualifiersTransactionqualifiersarethecriteriausedbyvariousassignmentenginestodeterminewinningterritories.
TheapplicationsthatuseTerritoryManagerusedifferentsetsofseededtransactionqualifiers.
Youmustenabletransactionqualifiersbeforetheycanbeusedinaterritory.
Navigation3-6OraclePartnerManagementImplementationGuideLogintoOracleFormswiththeCRMAdministratorresponsibility,andnavigatetoTerritoryManager>TerritoryAdministration.
Then,chooseSetupQualifiersfromtheAdministrationmenu.
NotesUsage:Selectthetypeofterritoryyouaresettingup.
Thetypeofterritoryyouselectdeterminesthetransactionqualifiersthatwillbeavailable.
ClickFindtodisplaythequalifiersassociatedwiththeterritory.
Enabled:ClicktheEnabledcheckboxforeachtransactionqualifieryouwanttouse,andthenclickUpdateQualifiers.
Whenyouenableaqualifier,youmakeitavailableforusewhensettingupaterritory.
SettinguptheTerritoryAterritoryisahierarchalorganizationofresources.
ForOraclePartnerManagement,youwillneedtosetupaterritorywiththeOraclePartnerManagementusagethatallowsyoutoassignvendoremployeestopartnerssothatyoucancreatechannelteamsandmatchopportunitiestopartners.
Ifyouareimplementingreferralmanagementordealregistration,yousetupaterritorywiththeOracleTradeManagementusagethatassociatespartnerswithcountriesorregions.
Theterritoriesyoucreatemodelaphysicalorganizationofbusinessentities.
NavigationLogintoOracleFormswiththeCRMAdministratorresponsibility,andnavigatetoTerritoryManager>TerritoryAdministration.
Then,chooseDefineTerritoryfromtheAdministrationmenu.
PrerequisitesThetransactionqualifiershavebeenenabled.
Steps1.
ClicktheOverviewtab,andprovidevaluesinthefollowingfieldsasappropriate:Usage:Selectthetypeofterritoryyouaresettingup.
SelectOraclePartnerManagementwhencreatingaterritoryforthechannelteam.
SelectOracleTradeManagementwhencreatingaterritoryfordealregistrationorreferralmanagement.
Parent:EnterCatchAllifyouarecreatingthetop-levelterritory.
Otherwise,selecttheappropriateparentterritoryfromtheLOV.
NumberofWinners:Numberofwinnersreferstothenumberofterritoriesbelowthetop-levelterritorythatcanbeidentifiedasmatching(thatis,"winning")territoriesforapartneroraclaim(numberofwinnersdoesnotapplytooffers).
TherearetwopossibleoutcomesbasedonvaluesenteredintheNumberofWinnersfield:OneWinner:Ifyouenter1intheNumberofWinnersfield,OracleTerritoryManagerassignsthebusinessobjecttoasingleterritoryinthehierarchy.
Ifmorethanoneterritorycouldbeconsideredawinner,usetheterritoryrankingmechanismfortie-breaking.
MultipleWinners:IfyouenteranumbergreaterthanoneintheNumberofWinnersfield,OracleTerritoryManagercanassignabusinessobjecttomultipleCommonImplementationandAdministrationTasks3-7territories.
Again,iftherearemorewinningterritoriesthanthenumberyouhavespecified,territoryrankingisusedfortie-breaking.
Rank:Usedtospecifythepriorityofaterritoryamongmultiplewinners.
Ifnorankisdefined,thechoicewillbedecidedrandomly.
Ifmorethanoneterritorylevelisidentifiedasapossiblematchforabusinessentity,thelowest-rankedterritorywinsatthesamelevelinthehierarchy.
Forexample,fromrank1to10forthesamehierarchylevel,rank1hasthehighestpriority.
TransactionTypes:UsetheLOVtoselectoneormoretypesoftransactionsbasedontheterritoryusage.
Notethatsomeapplicationtypesallowyouonlyonetransactiontype.
Freeze:Leaveunchecked2.
ClicktheTransactionQualifierstab,andselectoneormoretransactionqualifiersfortheterritory.
Thelistofavailablequalifiersispopulatedwiththequalifiersthatyouenabledforthetransactiontype.
3.
IntheQualifierValuesarea,defineoperatorsandvaluesforthetransactionqualifierselected.
Theoperatorsandvaluesavailablearedeterminedbythetransactionqualifierselected.
4.
ClicktheResourcestabtoselectresourcesfortheterritory.
Aresourcecanbeanindividual,aresourcegroup,oraresourceteam.
EachresourcemusthavetheaccesstypePartner.
RunningConcurrentProgramsOncetheterritoryissetup,thefollowingconcurrentprogramsmustberuntoproperlypopulatetheterritorieswithpartnersandchannelteams:OZF-TM:GeneratePartyListforMarketQualifierOZF-TM:GeneratePartyListforMarketQualifierPV:ChannelTeamAssignmentforPartnersinTOTAL/INCREMENTALModePV:DefineChannelteamforspecificterritoriesRefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1foradditionalinformationonthepurposeoftheseprograms.
SettingupNotificationsinOracleWorkflowBuilderNotificationmessagesfordealregistrationrequests,partnerfundrequests,specialpricingrequests,andleadoropportunityreferralrequestsarecreatedusingtheOracleWorkflowBuilder2.
6application.
Thenotificationsareassociatedwithanobject(suchasafundrequestorspecialpricingrequest)andaresentoutastheresultofanevent,suchasthechangeofanobject'sstatus.
ThenotificationsforaspecificmoduleareidentifiedbyauniqueItemType;thefollowingtableliststhenotificationitemtypesforOraclePartnerManagementflows.
3-8OraclePartnerManagementImplementationGuideNotificationItemTypesforBusinessFlowsBusinessFlowNotificationItemTypeDealregistrationrequestPVDEALRNPartnerfundrequestOZFSFBENSpecialpricingrequestOZFSPBENLeadoropportunityreferralrequestPVREFFRLOpportunityroutingandassignmentPOLAssignmentRoutingSeedednotificationsandmessagesforOraclePartnerManagementareprovidedinOracleWorkflowBuilder.
Youmightbeabletoimplementtheseedednotificationswithoutmodification.
However,ifyouneedtomakechangestotheseedednotificationsorcreatenewnotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
Notethatyoucannotcreatenewnotificationsforopportunityroutingorassignment,butyoucanmodifythetextoftheseedednotifications.
Inthisguide,weprovideinstructionsforchangingamessage'stextandaddingaURLtoamessage.
ThemessagesarewritteninHTML,andcanbemodifiedwithoutprogramming.
Foreachmessage,tokenshavebeencreatedthatareassociatedwithmessageattributes.
Examplesofmessageattributesincludeobjectssuchasapartnername,approvername,programname,etc.
Tokensmakeiteasytopersonalizemessagesforrecipients.
Ifnecessary,youcanalsocreateadditionalprocesses,createnotificationsfortheprocesses,andassociateneworexistingmessageswiththenotifications.
Creatingnewprocesses,notifications,andmessagesrequiresprogrammingskills.
ForadditionalinformationonusingOracleWorkflowBuilder,refertotheOracleWorkflowBuilderImplementationGuide.
ChangingMessageTextUsethisproceduretochangethetextcontainedinanotificationmessage.
NavigationLaunchtheWorkflowBuilder2.
6clientapplicationandmakesurethattheapplication'saccesslevelissetto100bynavigatingtoHelp>AboutOracleWorkflowBuilder2.
6.
Then,navigatetoFile>Open,selecttheDatabaseradiobutton,andprovidethevaluesneededtoconnecttothedatabase.
PrerequisitesYoumusthaveinstalledtheOracle9idatabaseandOracleWorkflowBuilderversion2.
6.
2.
Steps1.
Locatethenotification'sItemTypeandexpandit.
2.
LocatetheMessagesnodetoseealistofmessagesthathavebeenseededfortheItemType.
YoucanseethetokenscreatedforamessagebyexpandingtheMessagenode.
CommonImplementationandAdministrationTasks3-93.
ToeditamessagedoubleclickitsicontodisplaytheNavigatorControlPropertywindow,andthenclickBodytab,andthentheHTMLBodytab.
4.
Makechangestothetextasrequired.
5.
ClickOKandsaveyourchanges.
AddingaURLtoaMessageUsethisproceduretoaddaURLtoanexistingnotificationmessage.
NavigationLlaunchtheWorkflowBuilder2.
6clientapplicationandmakesurethattheapplication'saccesslevelissetto100bynavigatingtoHelp>AboutOracleWorkflowBuilder2.
6.
Then,navigatetoFile>Open,selecttheDatabaseradiobutton,andprovidethevaluesneededtoconnecttothedatabase.
PrerequisitesYoumusthaveinstalledtheOracle9idatabaseandOracleWorkflowBuilderversion2.
6.
2.
Steps1.
AddanewattributebyrightclickingwiththemouseplacedontheAttributesNodeandthenprovidingthefollowinginformation:InternalName=(forexample:TEST)Type=URLValue=2.
DragthenewlycreatedattributeintothemessageinwhichyouwanttheURLtoappear.
3.
Double-clickthemessagetodisplaytheNavigatorControlPropertieswindow.
4.
ClicktheBodytab.
5.
AddtheURLattributecreatedpreviouslybyprecedingtheinternalnamewithan"&"(forexample:&TEST).
SettingupMatchingRuleswithOracleDataQualityManagementDataQualityManagement(DQM)isatoolfromtheOracleTradingCommunityArchitecture(TC)groupthatisusedtocheckforduplicateinformation.
OraclePartnerManagementusesDQMtocheckforpotentialduplicatecustomers,contacts,leads,opportunities,referrals,dealregistrations,andspecialpricingrequests.
Whenareferral,deal,orspecialpricingrequestissubmittedbyapartner,aDQMapproverinthevendororganizationcomparesthenewinformationagainstexistingrecords.
Iftherearenomatchesforthecustomerorcontactassociatedwiththereferral,deal,orspecialpricingrequest,thenewcustomerandcontactarecreatedinthesystem.
Iftherearematchesfortheobject,theDQMapproverreviewstheexistingrecordsdecidestodooneofthefollowing:Associatethenewcustomerand/orcontactwithanexistingcustomerrecord.
Createaneworganizationandcontact.
Associatethespecialpricingrequestwithanexistingrequest.
3-10OraclePartnerManagementImplementationGuideThefollowinginformationisintendedtogetyoustartedwithDQM.
FormoreinformationsettingupDQMrules,refertoOracleTradingCommunityArchitectureDataQualityManagementUserGuide.
TheTCARegistryYouuseDQMtomanageduplicatepartiesintheTCAregistry.
TheTCAregistryisthecentralrepositoryofpartyinformationforallOracleapplications.
Thepartyinformationincludesdetailsaboutorganizationsandpeople,therelationshipsamongtheparties,andtheplaceswherethepartiesdobusiness.
AttributesandTransformationFunctionsDQMhasdefinedfourtypesofattributesthatrepresentlogicalentitiesthatarestoredintheTCAregistry:party,address,contact,andcontactpoint.
EachattributecorrespondstoatablecolumnintheTCAregistry.
AttributesareusedtosearchforpossiblematchesbetweenaninputrecordandtheTCAregistrydata.
Numerousseededattributesareprovided;youcanalsocreatecustomattributes.
Newrecordscanincludetypographicalerrors,spellingerrors,inconsistentformats,andabbreviationsduetoinputerrors.
Forthisreason,searchesperformedonrawvaluesoftenareinconclusiveormisspotentialmatches.
Transformationfunctionstransformattributevaluesinthestagedschemasothatthevaluesaremoresimilarandusefulforthepurposeofmatchingrecords.
Transformationfunctionsneutralizetheeffectsofdataerrorsonyoursearches.
Forexample,atransformationfunctionthatremovesallofthedoublelettersinapartynametransformsanamesuchasAlliedFreightintoAliedFreight.
Thistransformationmakesiteasiertomatchtoapartyifatypographicalerror,suchasamissingdoubleletter,exists.
Afteryourrawdatahasbeentransformedandpopulatedintothestagedschema,matchrulescanusethetransformeddatatoscoreeachrecordtodetermineiftherecordisconsideredalikeenoughtobeamatchtoaninputvalue.
DQMincludesseveralseededtransformationfunctions.
Youcanalsocreatecustomfunctions.
MatchRulesMatchrulesdeterminewhethertwopartiesshouldbeidentifiedasamatchorpotentialduplicate.
Whenyoudefinematchrules,youspecifywhichattributeswillbeusedinthematching,andconfigurehowtheattributesshouldbeevaluated.
Foreachattributethatyouuseinamatchrule,youalsoassignoneormoretransformationfunctions.
Youcanalsosetupscoringrules,whichallowyoutocalculateamatchscoreforeachrecord.
Scoringprovidesmoreflexibleandgranularmatching.
CreatingaMatchRuleUsethisproceduretocreateamatchrule.
NavigationLogintoOracleFormsasaTradingCommunityManagerandnavigatetoDataQualityManagement>Setup>MatchRules.
Steps1.
Providearulenameandadescription.
CommonImplementationandAdministrationTasks3-112.
InthePurposearea,selectExpandedDuplicateIdentification.
3.
ClicktheAcquisitionstab,andprovidevaluesinthefollowingfieldsasappropriate:AttributeName:SelectoneormoreattributesfromtheLOV.
Toidentifyduplicatecustomer,selectanattributewithanentitytypeofParty.
Toidentifyduplicatecontacts,selectanattributewithanentitytypeofContacts.
Whenyouselectanattribute,theEntityandTypefieldsarepopulatedautomatically.
Filter:Youcanuseanattributeasafiltersothattheattributealwaysappearsasamatchinthereturnedrecords.
Thesearchenginegroupsattributesofalogicalentity,underamatch-allcondition,whentheattributesareusedasfilters.
ThisgroupingoverridesthematchrequirementselectedintheAttributesMatchregion.
AttributesusedasfiltersshouldnotbeusedfortheScoringcomponentofthematchrulebecauseallrecordscontainthem.
AttributeMatch:Ifyouspecifymorethanoneattributeinthematchrule,specifywhetherallattributesmustmatchoranyattributescanmatchfieldsontherecordtoidentifyarecordasapotentialmatch.
TransformationName:Youmustselectatleastonetransformationfunctionforeachattribute.
ThefunctionscontainedintheLOVaredeterminedbytheattributetypeselected.
Whenyouselectafunction,theDescriptionfieldispopulatedautomatically.
Usethefewesttransformationfunctionsaspossibleforamatchrule,asusingmanyfunctionscouldnegativelyimpactsystemperformance.
4.
ClicktheScoringtabandprovidevaluesinthefollowingfieldsasappropriate(settingupScoringisoptional):AttributeName:SelectoneormoreattributesfromtheLOV.
Whenyouselectanattribute,theEntityandTypefieldsarepopulatedautomatically.
Theattributesforwhichyousetupscoringdonotneedtobethesameattributesthatyouselectedformatching.
Score:Assignanumericalscoretotheattribute.
Assignthehighestscoretotheattributethatyouconsiderthemostimportantforamatch.
Thescoreisawardedtoarecordiftheattributeisevaluatedasamatch.
Iftheattributedoesnotmatch,ascoreofzeroisassigned.
TransformationName(Scoringtab):Youmustselectatleastonetransformationfunctionforeachattributeforwhichyou'vesetupscoring.
Whenyouselectafunction,theDescriptionfieldispopulatedautomatically.
Weight(%):Enterthepercentageoftheattributescorethatisfactoredintotheweightedtotalscoreintheeventofamatch.
ExactorSimilarity:Indicatesifatransformationfunctionrequiresanexactmatchorappliesthesimilarityalgorithm.
Ifyouselectthesimilarityoption,youmustenterapercentageintheSimilarity(%)field.
MatchThreshold:Entertheminimummatchscore.
Theminimummatchindicatestheminimumsetofattributesthatarerequiredforamatch.
AutomaticMergeThreshold:Entertheminimumsetofattributesthatarerequiredforconsideringtwopartiesformerge.
Thetotaloftheattributescoresofthisminimumsetisthemaximumvaluefortheautomaticmergethreshold.
3-12OraclePartnerManagementImplementationGuideTheautomaticmergethresholdmustbegreaterorequaltothematchthreshold.
5.
ClickCompiletocompile,lock,andsavethematchrule.
SettingupNotesOracleCommonApplicationComponents(CRM)providesNotesfunctionalitythatallowsuserstoassociatefree-formcommentswithabusinessobject.
InOraclePartnerManagement,CRMNotesareavailablefordealregistration,referrals,partnerfunds,andspecialpricing.
OraclePartnerManagementisseededwithnumerousnotetypes;youcancreateadditionalnotetypestomeetyourorganization'sneeds.
Toreducethenumberofnotetypesthatyourusersseewhenselectinganotetypewhencreatinganewnote,youcanmapnotetypestoasource.
Thissectionprovidessomebasicproceduresforcreatingnotetypesandmappingnotetypestoasource.
Formorethoroughinformationaboutnotes,refertotheOracleCommonApplicationComponentsImplementationGuide.
CreatingaCustomizedNoteTypeUsethisproceduretocreateacustomizednotetype.
NavigationLogintoCRMwiththeCRMAdministratorresponsibility,andnavigatetoNotesSetup>NoteTypeSetup.
PrerequisitesNone.
NotesCode:Enteracodeforthenewnotetype.
Thecodeshouldcomprisethecodenameofyourapplicationandanotetypename.
ThecodeforOraclePartnerManagementisPV.
Forexample,thecodeforanotetypeforReferralscouldbePV_REFERRALS.
Meaning:Thisfieldcontainsthenameofthenotetypeasyouwantittoappearintheapplication.
Enabled:Checktomakethenotetypeavailableforuse.
EndDate:Enterandateafterwhichthenotetypewillbeunavailableforuseintheapplication.
MappingNoteTypestoaSourceAftercreatinganotetype,youcanmapittoasourceobject.
Mappingnotetypestoasourceobjectlimitsthenumberofnotetypesthatareavailableforusers.
NavigationLogontotheCRMapplicationwiththeCRMAdministratorresponsibility,andnavigatetoNotesSetup>SourceandNoteTypeMapping.
PrerequisitesThenotetypemustexist.
CommonImplementationandAdministrationTasks3-13NotesSourceObject:Asourceobjectisabusinessobjectthatinitiatesthecreationofanote.
Anotemusthaveasourceobject.
Forexample,toassociatetheReferralsnotetypewithpartnerleadandopportunityreferrals,selectLeadReferral.
NoteType:Selectanotetypethatyouwouldliketomaptothesource.
Youcanmapmultiplenotetypestoasinglesource.
Application:Optionally,youcanselecttheapplicationthatthismappingisfor.
SelectOraclePartnerManagement.
Note:Ifanotetypeisnotassociatedwithaspecificmarketingobject,itbecomesavailabletoallmarketingobjects.
3-14OraclePartnerManagementImplementationGuide4SettingUpVendorUsersThischaptercoversthefollowingtopics:OverviewUnderstandingVendorUsersUnderstandingResponsibilities,Roles,andPermissionsCreatingaVendorUserCreatingaChannelAdministratorSettingupResourceGroupsandaResourceGroupHierarchySettingupaPartnerHierarchyOverviewVendorusersaremembersofthevendororganizationwhoareresponsibleforworkingwithpartnerorganizationstomanagetheorganization'sindirectsaleschannel.
Vendorusersaresetupinitiallyduringimplementation.
Thechanneladministratorwillalsoneedtocreatenewvendorusersperiodically.
Creatingavendoruserinvolvesthefollowingsteps:EnteringapersonasanemployeeintheHRMSapplicationSettinguptheemployeeasauserandassigningresponsibilitiestotheuserImportingtheuserasaresourceintheCRMResourceApplication,assigningresourcerolestotheuser,andaddingtheusertoaresourcegroupAssigningpermissionstotheuserInadditiontovendorusers,twohierarchicalstructuresmustbesetup:Theresourcegrouphierarchy:Usedtodeterminevendorusers'visibilityintopartnerinformationThepartnerterritoryhierarchy:UsedtogrouppartnershierarchicallyandtoassociatevendoruserswithpartnersPartnerusersaresetupdifferentlyfromvendorusers.
Partnerusersarecreatedasaresultofself-registration,andthensubsequentlyareassignedadditionalresponsibilitiesthroughpartnerprogrammembership.
Foracompletediscussionofpartnerusers,refertoSettingupthePartnerDashboard,page6-1.
SettingUpVendorUsers4-1UnderstandingVendorUsersOraclePartnerManagementprovidesyouwithseededresponsibilitiesandrolesthatyouusetocreatevendorusers.
Inthisguide,weprovideinformationonsettingupthreebasictypesofvendorusers:Channelrepresentative.
Achannelrepresentativecanbeassignedtoapartner'schannelteam.
Achannelrepresentativecanaccessallinformationaboutapartnerisheisamemberofitschannelteam.
Channelmanager.
Thechannelmanagercanalsobeassignedtoapartner'schannelteam.
Channelrepresentatives"report"tochannelmanagers,andachannelmanagerhasvisibilityintoherchannelrepresentatives'partnerdataevenifsheisnotamemberofthepartners'channelteams.
Channeladministrator.
ThechanneladministratorhasaccesstoOraclePartnerManagement'sadministrationpagesandflows.
Creationofeachtypeofvendoruserisaccomplishedbyassigningspecificresponsibilitiesandroles,whicharedescribedinthenextsection.
Whilereadingthischapter,pleasekeepinmindthatourintentionistoprovideyouwithenoughunderstandingofOraclePartnerManagementuserstoallowyoutocreateusersthatmeetyourorganization'sbusinessrequirements.
IfyouareusingadditionalOracleapplications,yourorganization'susersmightrequireadditionalresponsibilities,roles,andpermissions.
UnderstandingResponsibilities,Roles,andPermissionsSettingupvendorusersinOraclePartnerManagementinvolvesassigningresponsibilities,resourceroles,andpermissions-basedroles.
ResponsibilitiesResponsibilitiesareusedacrosstheOracleE-BusinessSuitetogiveaccesstoapplications.
Whenaresponsibilityisassignedtoauser,itgivestheuseraccesstospecificbusinessflows,functions,anddatabasetables.
Responsibilitiesprovideawaytoimplementsecurity,astheycontroltheinformationausercansee.
Responsibilitiesareseededforspecificapplications,andwithinanapplication,differentresponsibilitiescanprovideabasisforcreatingdifferenttypesofapplicationusers.
Toassignaresponsibilitytoavendoruser,firstsetuptheuserasanemployeeintheHRMSapplication,andthencreateausernameandpasswordfortheemployee.
Theresponsibilityisthenassignedtotheuser.
OraclePartnerManagementseedstheChannelManagerandChannelAdministratorresponsibilities:TheChannelManagerresponsibilityisassignedtobothchannelmanagersandchannelrepresentatives.
TheChannelAdministratorresponsibilityisassignedtochanneladministrators.
Notethat,inadditiontotheOraclePartnerManagementresponsibility,achanneladministratorneedstobeabletoaccessnumerousotherOracleapplications.
RefertoCreatingaChannelAdministrator,page4-8foralistoftheresponsibilitiesthatyoumightneedtoassigntoachanneladministrator.
4-2OraclePartnerManagementImplementationGuideResourceRolesOracle'sCRMresourceapplicationsuseresourcerolestoassignprivilegestousersandtocontrolsecurity.
IntheCRMarchitecture,resourcesarepeoplewhoareidentifiedbythebusinessfunctiontheyperform.
CRMresourcesincludeemployees,parties,partners,andsuppliercontacts.
InOraclePartnerManagement,avendoruserisconsideredanemployeeresource.
Aresourceisassignedoneormoreroles.
Aresourceroleisadescriptivecategorythatcanencompassoneormorejobdescriptionsandjobtitles(forexample,ChannelManagerorVendorAdministrator).
Aresourceroleisassociatedwitharoletype,whichisacollectionofrolesassociatedwithaparticularCRMapplication.
PartnerManagementisaroletype,asareMarketingandSalesCompensation.
Bothrolesandroletypesareseededperapplication.
Eachroleisassociatedwithoneormoreattributes.
Arole'sattributesaredefinedwhentheroleiscreated.
Theattributesassignedtoarolehelptofurtherdefinetherole.
Therearefourattributes:Member,Lead,Administrator,andManager.
RelationshipBetweenResources,Roles,andAttributesAresourceroleisassociatedwitharesourcegroup,andresourcegroupsareusedtobuildaresourcegrouphierarchy.
InOraclePartnerManagement,theresourcegrouphierarchyisusedtoassociatechannelrepresentativeswithchannelmanagers,whoaresubsequentlyabletoviewinformationabouttheirchannelrepresentatives'partners.
Aresourcegrouphierarchycanincludeparent-childrelationships,asillustratedinthefollowingfigure.
Thus,youcanextendachannelmanager'svisibilitybyaddingchildgroupstohergroup.
SettingUpVendorUsers4-3ResourceGroupswithParent/ChildRelationshipsWhenyouassignausertoaresourcegroup,yougivetheuserarolewithinthegroup.
Thegrouprolesavailableforaparticularuserwithinaresourcegrouparedeterminedbytheresourcerolesyouhavegrantedher.
Forexample,toaddresourceLindaJonestoaresourcegroupwithaChannelManagergrouprole,youfirstmustgivehertheChannelManagerresourcerole.
OraclePartnerManagementusesthreeresourceroles:ChannelManager,ChannelRepresentative,andVendorAdministrator:TheChannelManagerandChannelRepresentativerolesareusedtoassignvendoruserstochannelteamsandtocontrolvisibilityintopartnerinformation.
TheVendorAdministratorroleisusedtodesignateauserasanenrollmentrequestsuperuser,asitallowstheusertoseeallOraclePartnerManagement-relatedenrollmentrequestswithoutbeingdesignatedasarequestapprover.
Permissions-BasedRolesCRMapplicationsalsousepermissions-basedroles.
InOraclePartnerManagement,permissions-basedrolesallowyoutocontrolauser'ssecurityatagranularlevel,becauseapermissiongenerallygivesauseraccesstoaspecificbitoffunctionality.
Forexample,yougiveausertheabilitytoinviteanorganizationtobecomeapartnerbygrantinghimthePV_INVITE_NEW_PARTNERSpermission.
Permissions-basedrolescanbethoughtofascontainersforpermissions.
Althoughyoucannotcreateapermission,youcancreateapermission-basedrole,andassociateoneormorepermissionswiththerole.
OraclePartnerManagementprovidesyouwiththreeseededpermissions-basedroles:CHANNEL_MANAGER-containsthePV_INVITE_NEW_PARTNERSpermission.
CHANNEL_ADMIN_UPDATE-containsthePV_UPDATE_ALL_PARTNERSpermission4-4OraclePartnerManagementImplementationGuideCHANNEL_ADMIN_VIEW-containsthePV_VIEW_ALL_PARTNERSpermissionThefollowingtablelistsallthepermissionsthatareusedbytheOraclePartnerManagementapplication.
YoucanassignthepermissionstooneoftheseededOraclePartnerManagementroles,orcreateanewrole.
PermissionsUsedbyOraclePartnerManagementPermissionDescriptionPV_INVITE_NEW_PARTNERSAllowsausertoinviteapartnertojoinapartnerprogram.
AuserwiththispermissionseestheInviteNewPartnerbuttononhisPartnerspage.
PV_UPDATE_ALL_PARTNERSAllowsausertoviewandupdateallpartnersinthesystemandtocreateapartnerlist.
AuserwiththispermissionseestheCreateasListbuttononhisPartnerspage.
PV_VIEW_ALL_PARTNERSProvidesauserwitharead-onlyviewofallthepartnersinthesystem.
OZF_SPECIAL_PRICING_SUPERUSERAllowsausertoview,update,andapprovespecialpricingrequests.
OZF_SPECIAL_PRICE_DQMIdentifiesauserastheDataQualityManagement(DQM)approverforspecialpricing.
TheDQMapprovercansearchforsimilarspecialpricingrequestsandlinkthem.
OZF_FUND_REQUEST_SUPERUSERAllowsausertoview,update,andapprovepartnerfundrequests.
CreatingaVendorUserThissectionprovidesbasicproceduresforsettingupavendoruser.
Astheyarewritten,theproceduresdescribehowtocreateauserwhoisachannelmanager.
Byassigningtheappropriateresponsibilitiesandroles,youcanalsousetheseprocedurestocreateachannelrepresentativeandachanneladministrator.
Creatingavendoruserinvolvesthefollowingsteps,whicharedescribedinthissection:1.
Creatinganemployee2.
Creatingauserandassigningresponsibilities3.
ImportingtheemployeeasaresourceintoCRM4.
Assigningresourcerolesandaresourcegroup5.
Assigningpermissions-basedrolesThefollowingtablelistsotherOracleapplicationguidesthatyoucanrefertoforadditionalinformationaboutthevendorcreationtasksinthissection.
SettingUpVendorUsers4-5AdditionalDocumentationProcedureGuideCreatinganEmployeeCreatingaUserandAssigningResponsibilitiesUsingOracleHRMS-TheFundamentalsImportingtheEmployeeintoCRMAssigningResourceRolesandResourceGroupsAssigningPermissions-BasedRolesOracleCommonApplicationComponentsImplementationGuideCreatinganEmployeeEmployeesareaddedtotheOracleHumanResourcesManagementSystem(HRMS).
NavigationLogontoOracleFormswiththeHRMSManagerresponsibilityandnavigatetoPeople>EnterandMaintain.
WhentheFindwindowappears,clickNew.
PrerequisitesNone.
NotesAction:SelectCreateEmployment.
CreatingaUserandAssigningResponsibilitiesAnemployeemustbeassignedausername,becauseresponsibilitiesareassignedtotheemployee'susername.
TheemployeewillusetheusernamewhenshelogsintoOracleapplications.
NavigationLogontoOracleFormswiththeSystemAdministratorresponsibility,andnavigatetoSecurity>User>Define.
PrerequisitesTheemployeehasbeencreated.
NotesPerson:UsetheLOVtofindtheemployeecreatedpreviously.
UserName:Createausernamefortheemploye.
Password:Enteraninitialpasswordfortheuser,andpressEnter.
Re-enterthepassword,andpressEnteragain.
Theuserwillbepromptedtoenteradifferentpasswordthefirsttimeshelogson.
Responsibility:UsetheLOVtoselectChannelManagerastheresponsibility.
TheApplication,SecurityGroup,andFromfieldsarepopulatedautomatically.
4-6OraclePartnerManagementImplementationGuideImportingtheEmployeeasaResourceintoCRMBeforeyoucanassignresourceorpermissions-basedrolestoanemployee,shemustbeimportedintotheCRMapplications.
Inthisprocedure,yousearchforanemployeeandthenimportherintoCRM.
NavigationLogontoOracleFormswiththeCRMAdministratorresponsibility,andnavigatetoResourceManager>MaintainResources>ImportResourcestoaccesstheSelectResourcestoImportwindow.
PrerequisitesTheemployeemusthavebeencreatedandassignedausernameandresponsibilities.
Steps:1.
SelectEmployeefromtheResourceCategorylist.
2.
IntheNamefield,usethesearchtofindtheemployee'sname.
3.
ClickSearch.
EmployeeinformationappearsintheSearchResultstable.
4.
Selectthecorrectemployeefromthetable,andclickStartImport.
TheSetResourceAttributeswindowappears.
5.
ClickOK.
TheReviewandImportSelectedResourceswindowappears.
6.
SelecttheemployeeandclickSaveResource.
7.
ClickDetailstoviewtheresourceinformationfortheemployee.
AssigningResourceRolesandaResourceGroupInthisprocedure,youassignanOraclePartnerManagementroletothenewlycreatedresource,andthenassigntheresourcetoausergroupandgivetheresourcearoleinthegroup.
NavigationLogontoOracleFormswiththeCRMAdministratorresponsibility,andnavigatetoResourceManager>MaintainResources>ResourcestoaccesstheFindResourceswindow,andsearchfortheresourceyouaddedinthepreviousprocedure.
Whenyouhavelocatedtheresource,theResourcewindowappears,displayingtheresourceinformation.
PrerequisitesTheemployeemusthavebeenimportedasaresourceintoCRMSteps:1.
IntheResourcestable,usetheLOVtoselectPartnersRelationshipManagementastheRoleType.
2.
UsetheRoleLOVtoselectChannelManagerastherole.
3.
ClicktheGroupstab.
4.
IntheGroupsregion,selectaresourcegroupnamefromtheLOV.
5.
IntheGroupMemberRolesregion,entertheresource'sroleinthegroup.
SettingUpVendorUsers4-7Therolesavailablefortheresourcearedeterminedbytherolesyougrantedtheresourceinstep2.
Inthisexample,sinceyouassignedtheChannelManagerroleonly,ChannelManagerappearsintheNamefieldautomatically.
Notethattherearefourcheckboxesbesidetheresourcenamefield:Manager,Admin,Member,andLead.
Theseboxesprovideyouwithinformationabouttheroleinthegroup;youcannotmodifytheboxes.
AssigningPermissions-BasedRolesInthisprocedure,youassignanOraclePartnerManagementpermissions-basedroletoauser.
NavigationLogintotheself-serviceapplicationwiththeCRMHTMLAdministrationresponsibilityandnavigatetoSetup>Users>Registration.
Atthesearchpage,entertheusername,theemployee'sfirstname,ortheemployee'slastnametosearchfortheemployee.
PrerequisitesTheemployeehascreatedinthesystem.
Steps:1.
ClickthenameoftheusertodisplaytheUserDetailspage.
2.
ClickRolestodisplaytheUser-RoleMappingpage.
3.
AddPV_CHANNEL_MANAGERtotheuser'sAssignedRoleslist.
CreatingaChannelAdministratorToproperlysetupandadministerOraclePartnerManagement,thechanneladministratorneedsaccesstootherOracleapplicationsandfunctions.
Thissectionlistsalltheresponsibilitiesachanneladministratormightneed,dependingonimplementationrequirements.
Ifachanneladministratorwillalsobeachannelmanagerorchannelrepresentative,OraclePartnerManagementresourcerolesandpermissions-basedrolesneedtobeassignedaswell.
ChannelAdministratorResponsibilitiesResponsibilityDescriptionApplicationDeveloperAllowsausertocreateandmodifylookups.
ApprovalsManagementApplicationAdministrationAllowsausertocreateandmodifyapprovalrulesandapprovalgroupsinOracleApprovalsManagement.
OracleApprovalsManagementisusedtocontroltheapprovalsprocessesforpartnerprogramenrollmentrequests,specialpricingrequests,partnerfundsrequests,dealregistrationrequests,andleadreferralrequests.
ChannelAdministratorGivesuseraccesstotheOraclePartnerManagementadministrationpagesandflows.
ChannelManagerGivesuseraccesstoOraclePartnerManagement.
4-8OraclePartnerManagementImplementationGuideResponsibilityDescriptionContentSuperUserAllowsausertoaccessOracleContentManager.
OracleContentManagerisusedtostorecontentthatisusedinpartnerprogramsandthePartnerDashboard.
ContractManagerAllowsausertoaccesstheOracleContractManagerapplication,whichisusedtocreateandstorecontractsassociatedwithpartnerprograms.
CRMAdministratorAllowsausertoaccessOracleFormswithCustomerRelationshipManagementAdministratorprivilegesandallowsausertocreateresources,resourcegroups,andtheresourcehierarchy.
AlsogiveauseraccesstotheOracleTerritoryManagerapplication.
CRMHTMLAdministrationAllowsausertoaccesstheHTMLCRMadministrationpages,whichareusedtoenableusertypesandcreateandmanagepermissions-basedrolesandassignpermissionstoroles.
CRMResourceManagerGivesauseraccesstotheCRMResourceManagerapplication,whichisusedtodefine,access,andmaintaindifferentcategoriesofresources,andtocreateandmanageresourcerolesandresourcegroups.
HRMSManagerGivesauseraccesstotheHumanResourcesManagementapplication,whichisusedtocreateandmanageemployeesinOracleapplications.
iStoreAdministratorGivesauseraccesstoiStoreadministration.
ThePartnerDashboardissetupandmaintainedthroughiStore.
OrderManagementSuperUserAllowsausertoaccessOracleOrderManagementandtoviewandupdateorders.
OracleSalesAdministratorAllowsausertoaccessOracleSales,fromwhichhecansetupthereportcurrencylookupandruntheAS_PERIOD_DAYStableandtheRefreshMulti-CurrencyConversionRate(AS_PERIOD_RATES)concurrentprogramtoupdatecurrencyexchangerates.
OracleTradeManagementUserGivesauseraccesstotheOracleTradeManagementapplication.
ThechanneladministratorusesOracleTradeManagementtosetupbudgets,claims,offers,andapproversusedinspecialpricing,partnerfunds,andleadreferralregistration.
SettingUpVendorUsers4-9ResponsibilityDescriptionSystemAdministratorGivesauseraccesstovariousOracleapplicationsystemadministrationfunctions,includingcreatingusersandassigningresponsibilitiesandadministeringprofileoptionsandconcurrentprograms.
TradingCommunityManagerAllowsausertoaccesstheOracleDataQualityManagement(DQM)application.
DQMisusedbyspecialpricing,leadreferral,anddealregistrationtoidentifypotentialduplicatecustomersandcustomercontacts.
Inaddition,specialpricingusesDQMtoidentifypotentialmatchesforspecialpricingrequests.
WorkflowAdministratorWebApplicationsAllowsausertoaccesstoOracleWorkflowBuilder.
OracleWorkflowBuilderisusedtosendnotificationsfordealregistration,partnerfund,specialpricing,andleadreferralrequests.
OracleWorkflowBuilderrequirestheOracle9idatabase.
WorkflowUserWebApplicationsAllowsausertoaccessOracleWorkflow,wheretheusercanviewapprovalrequestsforwhichsheisanapprover,andapproveordenyrequests.
SettingupResourceGroupsandaResourceGroupHierarchyAspartofOraclePartnerManagementimplementation,youmayneedtosetupresourcegroupsandaresourcegrouphierarchy.
Theresourcegrouphierarchyallowsyoutocreateavirtualmodelofyourindirectchannelmanagementorganizationandtocontrolvendorusers'visibilityintopartnerinformation.
Thefollowingfigureillustrateshowtheresourcegrouphierarchyisusedtocontrolvendorusers'visibilityintopartnerinformation.
Theexamplecontainstworesourcegroups:PartnersWestandCalifornia.
TheCaliforniagroupisachildofthePartnersWestgroup.
EachgrouphasaChannelManagerandaChannelRepresentative.
Inbothgroups,theChannelRepshaveaccesstoinformationabouttheirpartnersonly.
IntheCaliforniagroup,JimcanseeinformationaboutbothTonyandMary'spartners,becausehehastheChannelManagerrole.
InthePartnersWestgroup,LindacanseeJohn'spartnersbecauseshehastheChannelManagerrole.
Inaddition,LindacanseeinformationaboutallthepartnersthatmembersoftheCaliforniagroupareassignedto,becausethePartnersWestgroupistheCaliforniagroup'sparent.
4-10OraclePartnerManagementImplementationGuideResourceHierarchyandVisibilityintoPartnerInformationCreatingaResourceGroupandtheResourceGroupHierarchyWhenyoucreatearesourcegroup,youspecifymembersandrolesthatcanbeassignedtothegroup.
Youalsodefineparentandchildrelationshipsforthegroup,whicharethemechanismsbywhichtheresourcegrouphierarchyisdeveloped.
NavigationLogintoOracleFormswiththeCRMAdministratorresponsibility,andnavigatetoResourceManager>MaintainResources>Groups.
Steps:1.
ClicktheRolestabtodefineroletypesandrolestothegroup.
RoleType:SelectPartnersManagement.
Roles:AddoneormoreoftherolesavailableforthePartnersManagementroletype.
2.
ClicktheParentGrouptabtodefineoneormoreparentgroupsforthenewgroup.
3.
ClickthechildGrouptabtodefineoneormorechildgroupsforthegroup.
4.
ClicktheUsedIntabtodefinetheOracleapplicationsthatwillmakeuseoftheresourcegroup.
5.
ClicktheMemberstabtoaddmemberstothegroup.
Addingamembertoagroupistheequivalentofassigningaresourcetoaresourcegroup(refertoAssigningResourceRolesandaResourceGroupformoreinformation).
SettingupaPartnerHierarchyOraclePartnerManagementusesapartnerhierarchytoassignvendoruserstopartnerchannelteams.
ApartnerhierarchyiscreatedusingtheOracleTerritoryManagementapplication.
Whenyoucreateapartnerterritoryhierarchy,youspecifythequalifiersthatyouwillusetodefinetheterritories,andthencreateeachterritoryandassignresources(partnersandvendorusers)toit.
Forexample,youcouldcreateaCaliforniaterritorythatcontainspartnerswhoseidentifyingaddressisinCalifornia.
Then,youcouldassociateSettingUpVendorUsers4-11theCaliforniaresourcegroupwiththeCaliforniaterritory,thusaddingtheresourcesintheCaliforniagrouptothechannelteamofeachpartnerlocatedintheterritory.
ExampleofaPartnerTerritoryHierarchyNotethattheexampleintheprecedingfigureissimplistic.
Inreality,anorganization'sterritoryhierarchycouldcontainnumerouslevelsandincludemorethanonecountry.
Likewise,aterritoryhierarchycanbebuiltaroundnon-geographicinformation.
Forexample,aterritorycouldbebuiltaroundpartnerinformationsuchaspartnerlevelortype.
CreatingaPartnerTerritoryHierarchyForinstructionsoncreatingaterritory,refertoSettingupTerritoriesinOracleTerritoryManagement,page3-6.
NotesUsage:SelectOraclePartnerManagementastheterritoryusageforthehierarchytoindicatethattheterritorywillbeusedtoassociatepartnersandchannelteams.
4-12OraclePartnerManagementImplementationGuide5SettingUpPartnerProfileAttributesThischaptercoversthefollowingtopics:OverviewPartnerProfileAttributesWorkingwithAttributesViewingProfileAttributeHistoricalInformationSettingUpCustomAttributesOverviewPartnerprofileattributesprovideimportantcharacteristicinformationonOraclePartnerManagementbusinessentitiessuchaspartners,partnercontacts,leads,opportunitiesandsoon.
Attributeshelpcompaniesincreaseknowledgeoftheirpartners'demographics,contacts,andcapabilities.
Theyprovideinformationsuchaswhothepartnersare,whattheysell,wheretheysell,whatindustriestheyfocuson,andwhatcertificationstheyhave.
Thus,attributesaresetuptocaptureadditionalspecificbusinessinformationforagivenbusinessentitywithinOraclePartnerManagement.
OraclePartnerManagementprovidesanextensibleframeworktomanuallyorautomaticallycaptureanykindofinformationaboutyourpartners,includingperformancemeasuresanddataderivedfromexternalsources.
Afteryouhavedefinedattributes,thechannelmanagerorthepartnercanenterprofileinformationwhileenrollingintoprograms.
Theframeworksupportsfixedattributes,informationenteredbythepartnerorchannelmanager,andderivedattributes,informationcalculatedbasedonpartnerdataandtransactions.
Channelmanagerscanusethisinformationtodifferentiatepartnersandprovidebetterservices,suchasfundrequests,incentives,andopportunities.
PartnerProfileAttributesAnattributeisaspecificpieceofinformationaboutanindividualpartner.
Examplesofpartnerattributesincludeapartner'sgeographiccoverage,thenumberofopportunitiesapartnercurrentlyhasopen,andthenumberofreferralsapartnerhassubmittedyeartodate(YTD).
Attributeinformationcanbecollectedfromapartnerprogramenrollmentrequest,enteredbyavendororpartneruser,orcalculatedbasedonpartnerdataandtransactions.
SettingUpPartnerProfileAttributes5-1Attributeinformationisusedtocreateaprofileforapartner,andisavailablefromtabsonapartner'sPartnerDetailspageandViewTrendspage.
Collectively,partnerprofileinformationisusedtotrackkeyperformanceindicatorsthatappearonthechannelmanagerdashboard.
OraclePartnerManagementprovidesyouwithathoroughsetofseededpartnerattributes,whicharedescribedindetailinthesection,SeededAttributes,page5-2.
Intheapplication,achannelmanagercanviewalltheattributesfromtheAttributesOverviewpage.
Foradescriptionoftheinformationavailableonthispage,refertoTheAttributesOverviewPage,page5-11.
Achanneladministratorcanalsocreatecustomizedattributes,ifneeded,tomeetherorganization'sneeds.
RefertoSettingupCustomAttributes,page5-20foradditionalinformation.
SeededAttributesOraclePartnerManagementprovidesnumerousseededpartnerattributes.
Theseededattributestrackavarietyoffactsaboutapartner.
Foranindividualpartner,theattributesprovideathorough,up-to-datepartnerprofile.
Collectively,partnerattributesareusedtobuilda360-degreeviewofachannel'sperformance.
Seededattributescanbeinformationalorperformancebased.
Informationalattributesprovideinformationaboutapartnerthatisunlikelytochangefrequently,suchasapartner'sindustry.
Performanceattributesprovidecurrentinformationaboutapartner'sactivities,andareupdatedbyconcurrentprograms.
Mostseededattributesareperformanceattributes.
Performanceattributescanbecumulativeornoncumulative.
Cumulativeattributestrackinformationforaspecificattributeoveraperiodoftimeandhelpthevendortotrackapartner'sperformancetrends.
Forexample,theattributeOpportunitiesWonYTDtracksthetotalnumberofindirectopportunitiesapartnerhaswonduringthecurrentfiscalyear.
Noncumulativeattributesprovideinformationaboutapartner'scurrentstatus.
Forexample,theattributeOpenOpportunitiesCountliststhenumberofopportunitiesthatareopencurrentlyforapartnerorpartners.
Currently,youcannotcreatecustomizedperformanceattributes.
Therearethreetypesofperformanceattributes:PartnerPerformanceAttributes:PartnerperformanceinformationappearsinthePerformancetabofthePartnerDetailpage.
ThePerformancetabcontainstablesthatprovideinformationforspecificpartnerattributes.
Forcumulativeattributes,theyeartodate(YTD)totalsaredisplayed.
Takenintotal,theattributeinformationprovidedonthetabprovidesaprofileofapartner'scurrentperformance.
Bothcumulativeandnoncumulativeperformanceattributesareusedtotrackpartnerperformance.
PartnerperformanceinformationiscalculatedbytheconcurrentprogramPV-Refreshattributetexttable,whichpopulatesthepv_search_attr_trendstable.
PartnerTrendAttributes:PartnertrendinformationappearsintheViewTrendspage,whichisaccessedbyclickingtheViewTrendsbuttononthePerformancetabonthePartnerDetailspage.
Apartnertrendattributetracksapartner'sperformanceforaparticularattributeoveraspecificperiodoftime.
Cumulativeperformanceattributesareusedtotrackpartnertrends.
PartnertrendinformationiscalculatedbytheconcurrentprogramPV:RefreshPartnerTrendValues,whichpopulatesthepv_entity_attr_trendstable.
5-2OraclePartnerManagementImplementationGuidePartnerGroupPerformanceAttributes:PartnergroupperformanceinformationisusedtopopulatetheKeyMetricsbinonachannelmanager'sdashboard.
TheKeyMetricsbincontainsaggregatedperformanceattributeinformationforallpartnerswhosedatathevendoremployeecanaccess(eitherthroughchannelteammembershiportheemployee'sroleinaresourcegroup).
Bothcumulativeandnoncumulativeperformanceattributesareusedtotrackpartnergroupperformance.
ThedatacontainedintheKeyMetricsbinispopulatedbyaquery,whichdrawsdatafromthepv_search_attr_trendstableandotherpartnertables.
ThefollowingtableprovidesinformationaboutOraclePartnerManagementseededpartnerattributes.
SeededAttributesAttributeDescriptionCategoryDisplayStyleEnabledForAdditionalChannelOfferingAdditionalservicesprovidedbythepartner(Implementationspecific)GeneralMulti-SelectPerformanceTabCapacityRatingPartner'scapacityrating(Implementationspecific)GeneralDrop-downPerformanceTabClaimsPaidTotalclaimsettlementamountpaidforsoftfundsandspecialpricingrequestbasedonsettlementdateMarketingCurrencyTrendsPageClaimsPaidYTDTotalclaimamountpaidforsoftfundsandspecialpricingrequestbasedonsettlementdateduringthecurrentfiscalyearMarketingCurrencyPerformanceTabCountryCountriesthatthepartnerhasapresenceinGeneralMulti-SelectPerformanceTabCustomerAnnualRevenueAnnualrevenueofthepartnerasstoredinTCAtableGeneralCurrencyPerformanceTabDealsAcceptedTotaldealamountacceptedbasedondealcreationdateSalesCurrencyTrendsPageSettingUpPartnerProfileAttributes5-3AttributeDescriptionCategoryDisplayStyleEnabledForDealsAcceptedCountTotalnumberofdealsacceptedbasedondealcreationdateSalesNumericTrendsPageDealsAcceptedYTDTotaldealamountacceptedbasedondealcreationdateduringthecurrentfiscalyearSalesCurrencyPerformanceTab,KeyMetricsBinDealsCloseRateDealsClosedCount/DealsAcceptedCountSalesPercentagePerformanceTabDealClosedAmountoftotalnumberofclosedopportunities,basedonthedatethedealstatuschangesto'Closed.
OpportunityWon'SalesCurrencyTrendsPageDealsClosedCountTotalnumberofclosedopportunitiesbasedonthedatethedealstatuschangesto'Closed.
OpportunityWon'SalesCountTrendsPageDealsClosedYTDAmountoftotalnumberofclosedopportunities,wherethedealstatuschangesto'Closed.
OpportunityWon'duringthecurrentfiscalyearSalesCurrencyPerformanceTabDealsSubmittedCountTotalnumberofdealsthatarenotindraftstatusbasedondealcreationdateSalesCountTrendsPage5-4OraclePartnerManagementImplementationGuideAttributeDescriptionCategoryDisplayStyleEnabledForDealsSubmittedYTDCountTotalnumberofdealsthatarenotindraftstatusbasedondealcreatedduringthecurrentfiscalyearSalesCountPerformanceTabDealsacceptedYTDcountTotalnumberofdealsacceptedbasedondealcreatedduringthecurrentfiscalyearSalesCountPerformanceTab,KeyMetricsBinFunctionalExpertisePartnerexpertisewithregardstovendorproductorserviceofferingGeneralMulti-SelectMulti-SelectFundsPaidTotalsettlementamountpaidforfundrequestsbasedonthesettlementdateMarketingCurrencyTrendsPageFundsPaidYTDTotalsettlementamountpaidforfundrequestsbasedonsettlementdateduringthecurrentfiscalyearMarketingCurrencyPerformanceTab,KeyMetricsBinFundsRequestedTotalamountrequestedforfundrequestsbasedonthesubmitteddateMarketingCurrencyTrendsPageFundsRequestedYTDTotalamountrequestedforfundrequestsbasedonthesubmitteddateduringthecurrentfiscalyearMarketingCurrencyPerformanceTab,KeyMetricsBinGeographicCoveragePartner'sGeographicCoverage(Implementationspecific)GeneralMulti-SelectPerformanceTabSettingUpPartnerProfileAttributes5-5AttributeDescriptionCategoryDisplayStyleEnabledForInactivePartnersTotalnumberofactivepartnersthathavenotplacedanorder(wherepartneristhe'sold-to')inthetimespanspecifiedbytheprofile'PV:InactivePartnersTimeWindow'GeneralCountKeyMetricsBinIndirectSalesTotalamountbasedonthetransactiondate.
ThisinformationiscapturedbyOracleTradeManagementfromthePoint-of-SalesystemSalesCurrencyTrendsPageIndirectSalesPrioryearTotalamountbasedontransactiondateduringlastfiscalyear.
ThisinformationiscapturedbyOracleTradeManagementfromthePoint-of-SalesystemSalesCurrencyPerformanceTabIndirectSalesYTDTotalamountbasedontransactiondateduringthecurrentfiscalyear.
ThisinformationiscapturedbyOracleTradeManagementfromthePoint-of-SaleSystemSalesCurrencyPerformanceTab,KeyMetricsBinIndustryPartner'sIndustry(Implementationspecific)GeneralMulti-SelectPerformanceTabLastOrderDateDateofthelastorderwherepartneristhe'Soldto'partybaseonlastordereddateSalesDatePerformanceTab5-6OraclePartnerManagementImplementationGuideAttributeDescriptionCategoryDisplayStyleEnabledForNewPartnersTotalnumberofpartnerscreatedinthetimespanspecifiedbytheprofile'PV:NewPartnersTimeWindow'GeneralCountKeyMetricsBinOpenClaimsTotalamountremainingforallopenclaimsgeneratedfromreferral,softfundsandspecialpricingMarketingCurrencyPerformanceTab,TrendsPage,KeyMetricsBinOpenOpportunitiesTotalamountofopenindirectopportunitiesthatapartnerisworkingonSalesCurrencyPerformanceTab,TrendsPage,KeyMetricsBinOpenOpportunitiesCountTotalnumberofopenindirectopportunitiesthatapartnerisworkingonSalesCountPerformanceTab,TrendsPage,KeyMetricsBinOpportunitiesWonTotalamountofindirectopportunitiesthatapartnerhaswonbasedondecisiondateSalesCurrencyTrendsPageOpportunitiesWonPrioryearTotalamountofindirectopportunitiesthatapartnerhaswonbasedondecisiondateduringthelastfiscalyearSalesCurrencyPerformanceTabOpportunitiesWonYTDTotalamountofindirectopportunitiesthatapartnerhaswonbasedondecisiondateduringthecurrentfiscalyearSalesCurrencyPerformanceTabSettingUpPartnerProfileAttributes5-7AttributeDescriptionCategoryDisplayStyleEnabledForOpportunityAcceptanceRateNumberofopportunitiesacceptedbypartnerorthenumberofopportunitiesofferedtopartnerSalesPercentagePerformanceTab,KeyMetricsBinOpportunityCloseRateNumberofopportunitieswonbythepartnerorthenumberofopportunitiesacceptedbythepartnerSalesPercentagePerformanceTab,KeyMetricsBinPartnerEnrollmentDatePartnerenrollmentdateGeneralDatePerformanceTabPartnerLevelPartnerlevel(Implementationspecific)GeneralDrop-DownPerformanceTabPartnerMemberTypePartnermembertype(Standard,Global,Subsidiary)GeneralRadioButtonPerformanceTabPartnerNamePartnerNameGeneralTextPerformanceTabPartnerTypePartnertype(Enduser,OriginalEquipmentManufacturer,Prospect,Distributor,Reseller).
UserscandefineadditionaltypesGeneralCheckBoxPerformanceTabPartnershipActivityPartnershipActivity(Implementationspecific)GeneralMulti-SelectPerformanceTabProductCategoriesforSpecialPricingProductcategoriesthatapartnerisauthorizedtosubmitspecialpricingrequestsfor(Implementationspecific)GeneralMulti-SelectPerformanceTab5-8OraclePartnerManagementImplementationGuideAttributeDescriptionCategoryDisplayStyleEnabledForProductsBoughtLastYearListofproductsboughtbythepartnerinthelasttwelvemonths.
(fromthecurrentdate)ThisiscapturedbytakingunionofproductsonallordersshippedlastyearwherePartneristhe'Billto'partySalesListPerformanceTabProductsSoldLastYearListofallproductssoldbythepartnerinthelasttwelvemonths.
(fromthecurrentdate)ThismetriciscalculatedbytakinguniononproductsonalllineitemsmaintainedinthePOStableagainstthegivenpartnerSalesListPerformanceTabReferralCommissionPaidTotalcommissionamountpaidbasedonthedatethereferralstatuschangesto'Closed.
FeePaid'MarketingCurrencyTrendsPageReferralCommissionsPaidYTDTotalcommissionamountpaidbasedonthedatethereferralstatuschangesto'Closed.
FeePaid'duringthecurrentfiscalyearMarketingCurrencyPerformanceTab,KeyMetricsBinReferralsAcceptedTotalreferralamountacceptedbasedonreferralcreationdateMarketingCurrencyTrendsPageReferralsSubmittedCountTotalnumberofreferralsthatarenotindraftstatusbasedonreferralcreationdateMarketingCountTrendsPageSettingUpPartnerProfileAttributes5-9AttributeDescriptionCategoryDisplayStyleEnabledForReferralsacceptedYTDTotalreferralamountacceptedbasedonreferralcreationdateduringthecurrentfiscalyearMarketingCurrencyPerformanceTab,KeyMetricsBinReferralsacceptedYTDcountTotalnumberofreferralsacceptedbasedonreferralcreationdateduringthecurrentfiscalyearMarketingCountPerformanceTab,KeyMetricsBinReferralssubmittedYTDcountTotalnumberofreferralsthatarenotindraftstatusbasedonreferralcreationdateduringthecurrentfiscalyearMarketingCountPerformanceTabSalesTotalamountofallordersshippedwhereapartneristhe'sold-to'party,basedontheorderdateSalesCurrencyTrendsPageSalesPriorYearTotalamountofallordersshippedwhereapartneristhe'sold-to'party,basedonorderdateduringthepriorfiscalyearSalesCurrencyPerformanceTabSalesYTDTotalamountofallordersshippedwhereapartneristhe'sold-to'partybasedonorderdateduringthecurrentfiscalyearSalesCurrencyPerformanceTab,KeyMetricsBin5-10OraclePartnerManagementImplementationGuideAttributeDescriptionCategoryDisplayStyleEnabledForStateStatesthatthepartnerhasapresenceGeneralMulti-SelectPerformanceTabTotalPartnersTotalnumberofpartnersmanagedGeneralCountKeyMetricsBinTheAttributesOverviewPageAvendoruserwiththeChannelAdministratorresponsibilitycanaccesstheAttributesOverviewpage.
TheAttributesOverviewpagedisplaysalltheattributesthatcanbeassociatedwithapartner.
Onthepage,seededattributesareindicatedwithanasterisk(*).
ThefollowingtabledescribestheinformationthatappearsontheAttributes-Overviewpage.
SettingUpPartnerProfileAttributes5-11AttributeInformationColumnDescriptionProfileAttributeNameThenameoftheattribute.
Seededattributenamescannotbemodified.
AttributeTypeIndicateshowtheattribute'sdataispopulated.
Threeattributetypesareavailable:listofvalues,textbox,andderived.
Listofvalues.
Avalueisselectedfromarangeofvaluesthatthevendorsetsup.
RefertoSettingupanInternalListofValues,page5-16formoreinformationonlistsofvaluesandattributes.
Textbox.
Dataisenteredauser.
Derived.
DataispopulatedbyanSQLqueryordatabasefunction.
DisplayStyleForattributeswithatypeoftextbox,derived,orlistofvalues,thedisplaystatusindicatestheinformationtypeoftheattribute.
Forattributeswithatypeoflistofvalues,thedisplaystyleisflexible,andcanbesetupaccordingtoavendor'sbusinessrequirements.
RefertoSettingupAttributeDisplayStyles,page5-16foradditionalinformation.
CategoryThefunctionalcategoryoftheattribute.
RefertoSettingupAttributeCategories,page5-16foradditionalinformation.
AttributeValuesTheViewValueslinkappearsinthiscolumniftheattributehasaninternalListofValuesassociatedwithit.
ClickViewValuestoaccesstheAttributeDetailspage,fromwhichyoucansetupormodifyanattribute'slistofvalues.
RefreshFrequencyThefrequencywithwhichtheattributeisupdatedbytheappropriateconcurrentprogram.
RefertoSettingupRefreshFrequencyforadditionalinformation.
RemoveSelecttoremoveanattribute.
Youcanremoveattributesforwhichnodatahasbeencollected.
InactivateSelecttodisabletheattributeintheapplication.
Whenyouattempttomakeanattributeinactive,theapplicationperformsachecktodetermineiftheattributeisusedinpartnerprogrameligibilityoropportunityrules;iftheattributeisbeingused,youcannotinactivateituntilyoufirstremoveitfromtheruleoreligibilityrequirements.
5-12OraclePartnerManagementImplementationGuideListsofValuesforSeededAttributesManyattributesareassociatedwithalistofvalues.
Formanyoftheseededattributes,andforsomederivedcustomattributes,thelistofvaluesispopulatedfromaLookuporanexternaltable.
Thelistofvaluesforotherattributescanbesetupbyachanneladministrator.
Ifalistofvaluescanbesetupinternally,aViewValueslinkappearsintheattribute'sAttributeValuescolumn.
RefertoSettingupanInternalListofValues,page5-16formoreinformation.
Thefollowingtableliststheseededattributesthatareassociatedwithalistofvalues,andindicatesthelistofvaluessourceandadditionalinformation.
ThesourcecanbethenameofaLookup,aSQLstatement,orInternalifthelistofvaluesiscreatedfromwithinOraclePartnerManagement.
SourcesforListsofValuesforSeededAttributesAttributeDisplayStyleListofValuesSourceEnabledForFunctionalExpertiseMulti-SelectENI_PROD_DEN_HRCHY_PARENTS_VWHEREPURCHASE_INTEREST='Y'AND(DISABLE_DATEISNULLORDISABLE_DATE>SYSDATE)PartnerProductCategoriesforSpecialPricingMulti-SelectENI_PROD_DEN_HRCHY_PARENTS_VWHEREPURCHASE_INTEREST='Y'AND(DISABLE_DATEISNULLORDISABLE_DATE>SYSDATE)PartnerPartnerTypeCheckBoxINTERNALPartnerCountryMulti-SelectFND_TERRITORIES_VLPartner,OpportunityIndustryMulti-SelectLOOKUP(PRM_IND_CLASSIFICATION_TYPE)Partner,OpportunityPartnerMemberTypeRadioButtonINTERNALPartnerGeographicCoverageMulti-SelectINTERNALPartner,OpportunityAdditionalChannelOfferingMulti-SelectINTERNALPartner,OpportunityPartnershipActivityMulti-SelectINTERNALPartner,OpportunitySettingUpPartnerProfileAttributes5-13AttributeDisplayStyleListofValuesSourceEnabledForCampaignExternalListofValuesAMS_P_SOURCE_CODES_VWHERESC.
STATUSIN('ACTIVE','ONHOLD','COMPLETED')ANDSC.
SOURCE_TYPEIN('EVEH','EVEO','CAMP','CSCH')OpportunityCapacityRatingDropDownINTERNALPartner,OpportunityPartnerLevelDropDownINTERNALPartner,OpportunityStateMulti-SelectAR_LOCATION_VALUESWHERELOCATION_SEGMENT_QUALIFIER='STATE'Partner,OpportunityCustomerExternalListofValuesASF_CUSTOMER_LOV_VWHEREPARTY_TYPEIN('ORGANIZATION','PERSON')OpportunityOpportunityStatusDropDownAS_STATUSES_VLWHEREENABLED_FLAG='Y'ANDOPP_FLAG='YOpportunityProductCategoryMulti-SelectENI_PROD_DEN_HRCHY_PARENTS_VWHEREPURCHASE_INTEREST='Y'AND(DISABLE_DATEISNULLORDISABLE_DATE>SYSDATE)OpportunitySalesChannelDropDownASO_I_SALES_CHANNELS_VWHEREENABLED_FLAG='Y'OpportunitySalesStageDropDownAS_SALES_STAGES_ALL_VLWHEREENABLED_FLAG='Y'ANDSYSDATEBETWEENSTART_DATE_ACTIVEANDNVL(END_DATE_ACTIVE,SYSDATE)OpportunityOfferExternalListofValuesAMS_P_SOURCE_CODES_VOpportunity5-14OraclePartnerManagementImplementationGuideAttributeDisplayStyleListofValuesSourceEnabledForWinProbabilityDropDownAS_FORECAST_PROB_ALL_VLWHEREENABLED_FLAG='Y'AND((SYSDATEBETWEENSTART_DATE_ACTIVEANDEND_DATE_ACTIVE)OR(SYSDATE>START_DATE_ACTIVEANDEND_DATE_ACTIVEISNULL))OpportunitySalesMethodologyDropDownAS_SALES_METHODOLOGY_VLWHERESYSDATEBETWEENSTART_DATE_ACTIVEANDNVL(END_DATE_ACTIVE,SYSDATE)OpportunityCustomer/AccountTypeDropDownLOOKUPS(CUSTOMER_ACCOUNT_TYPE)OpportunityRoutingStatusDropDownLOOKUPS(PV_ROUTING_STAGE)OpportunityCustomerCategoryDropDownAR_LOOKUPSWHERELOOKUP_TYPE='CUSTOMER_CATEGORY'ANDENABLED_FLAG='Y'OpportunityProductsBoughtLastYearMulti-SelectMTL_SYSTEM_ITEMS_BWHEREORGANIZATION_ID=FND_PROFILE.
VALUE('ORG_ID')PartnerProductsSoldLastYearMulti-SelectMTL_SYSTEM_ITEMS_BWHEREORGANIZATION_ID=FND_PROFILE.
VALUE('ORG_ID')PartnerWorkingwithAttributesAchanneladministratormayneedtoperformthefollowingtasks,eitherduringimplementationorason-goingadministrativetasks:SettingupAttributeCategoriesSettingupAttributeDisplayStylesSettingupanInternalListofValuesSettingUpPartnerProfileAttributes5-15SettingupRefreshFrequencyRefreshingAttributeValueswithConcurrentProgramsSettingupAttributeCategoriesAttributescanbeorganizedintodifferentfunctionalcategories:General,Marketing,PRM,Resource,orSales.
ThecategoriesareusedtogroupattributesonProfile,Performance,andOpportunitytabsonthePartnerDetailspage.
Avendorusercansetupadditionalcategorieseitherduringorafterimplementation.
AdditionalattributecategoriesareaddedthroughOracleForms,byaddingnewlookupvaluestothelookuptypeAttributeCategories(PV_ATTRIBUTE_CATEGORY_TYPE).
SettingupAttributeDisplayStylesAnattribute'sDisplayStyleindicatesthetypeofcontrolthatwillbeusedtoprovideinformationabouttheattribute.
Anattribute'sDisplayStyleisdeterminedbyitsAttributeType.
MostoftheseededattributeswithanAttributeTypeofListofValueshaveflexibleDisplayStyles,whichcanbesetupbythechanneladministratoraccordingtobusinessrequirements.
Dependingonthedrop-downlistassociatedwiththeattribute,thechannelmanagercanselectoneoftwoDisplayStylecontrols:MultiselectorcheckboxRadiobuttonordrop-downlistWhenachanneladministratorcreatesacustomattribute,sheindicatesboththeattributetypeanddisplaystyle.
Formoreinformation,seeSettingupCustomAttributes,page5-20.
SettingupanInternalListofValuesWhentheViewValueslinkisavailableforanattribute,achanneladministratorcansetupaninternallistofvaluesfortheattribute.
ClicktheViewValueslinktoaccesstheAttributes-Overviewpageandsetuppopulateanattribute'sinternallistofvalues.
NotesDescription:Howtheattributeappearsinthelist.
Inactive:Selecttopreventtheattributefromappearinginthelist.
SettingUpRefreshFrequencyAttributesthattrackpartnerperformanceandtrendsneedtoberefreshedperiodically.
Yousetupanattribute'srefreshfrequencyfromtheAttributeDetails-Propertiespage,whichisaccessedbyclickingtheRefreshFrequencylinkforanattribute.
Therefreshfrequencyissubsequentlyusedbyconcurrentprogramstoupdateanattribute'sinformation.
Howfrequentlyaspecificattributeshouldberefresheddependsonbusinessrequirements.
Youcanspecifythatanattributeberefreshedhourly,daily,weekly,ormonthly:Hour-Refreshifthelastrefreshexceedsthespecifiednumberofhours.
5-16OraclePartnerManagementImplementationGuideDay-Refreshifthelastrefreshexceedsthespecifiednumberofdays.
Week-Refreshifthelastrefreshoccurredbeforethespecifiednumberofweeks.
Itisimportanttonotethatoneweekdoesnotalwaysequalsevendays.
Forexample,iftherefreshfrequencywassettooneweek,andthelastrefreshoccurredonFriday,iftheconcurrentprogramrunsonMondaytheattributewillberefreshedagainbecausetheweekhaschanged.
Month-Refreshifthelastrefreshoccurredbeforethespecifiednumberofmonths.
Whensettinguparefreshfrequency,youshouldalsotakeintoconsiderationwhetherornotanattribute'svalueisderivedfrom,andthusdependentupon,anotherattribute.
Forinformationonattributerefreshdependencies,refertoUnderstandingPerformanceAttributeRefreshDependencies.
Attributesforwhichyouhavenotassignedarefreshfrequencyarerefreshedwhenevertheconcurrentprogramsrun.
UnderstandingPerformanceAttributeRefreshDependenciesManyofthepartnerperformanceandpartnergroupperformanceattributesderivetheirvaluesfromotherattributes.
Specifically,manyofthepartnerperformanceattributevaluesarederivedfrompartnertrendmeasures,whilemanyofthepartnergroupperformanceattributevaluesarederivedfrompartnerperformanceattributes.
Whenanattributeisdependentuponanotherattributeforitsvalue,theotherattributemustberefreshedbeforethedependentattributecanbeupdatedsuccessfully.
Youmustunderstandattributedependenciestoproperlysetuprefreshvalues.
Thefollowingtablemapsthedependenciesbetweenthethreetypesofperformanceattributes.
PerformanceAttributeRefreshDependenciesPartnerGroupMeasureDependsonPartnerMeasureDependsonPartnerTrendMeasureOpenOpportunitiesCountOpenOpportunitiesCountOpenOpportunitiesCountOpenOpportunitiesOpenOpportunitiesOpenOpportunitiesSalesYTDSalesYTDSalesIndirectSalesYTDIndirectSalesYTDIndirectSalesOpportunityCloseRateOpportunityCloseRate--OpportunityAcceptanceRateOpportunityAcceptanceRate--ReferralCommissionsPaidYTDReferralCommissionsPaidYTDReferralCommissionPaidReferralsAcceptedYTDReferralsAcceptedYTDReferralsAcceptedReferralsAcceptedYTDCountReferralsAcceptedYTDCount--DealsAcceptedYTDCountDealsAcceptedYTDCountDealsAcceptedCountDealsAcceptedYTDDealsAcceptedYTDDealsAcceptedSettingUpPartnerProfileAttributes5-17PartnerGroupMeasureDependsonPartnerMeasureDependsonPartnerTrendMeasureFundsRequestedYTDFundsRequestedYTDFundsRequestedFundsPaidYTDFundsPaidYTDFundsPaidOpenClaimsOpenClaimsOpenClaims--SalesPriorYearSales--IndirectSalesPriorYearIndirectSales--OpportunitiesWonYTDOpportunitiesWon--OpportunitiesWonPriorYearOpportunitiesWon--ReferralsSubmittedYTDCountReferralsSubmittedCount--DealsCloseRateDealsClosedCountdividedbyDealsAcceptedCount--DealsClosedYTDDealsClosed--DealsSubmittedYTDCountDealsSubmittedCount--ClaimsPaidYTDClaimsPaidTotalPartners----NewPartners----InactivePartners----RefreshingAttributeValueswithConcurrentProgramsTherefreshfrequencyvalueisusedbyoneoftwoconcurrentprogramstodeterminewhetherornotanattributeneedstobeupdated.
PV:RefreshPartnerTrendValues-Thisprogramcalculatesthepartnertrendperformancemeasuressummarizedatamonthlylevel.
PV:RefreshAttributeTextTable-Thisprogramcalculatestheperformanceandderivedattributesforeachpartnerandallowstheattributedetailsforaparticularpartnertobeusedinthematchingprocess.
Therearetwooptionsforrunningthisprogram-FullRefreshorNewPartnersOnly.
TheFullRefreshoptionisthedefaultoption.
TheNewPartnersOnlyoptionpicksupallthenewlycreatedpartnerssincethelastrefreshofthistype.
ThelastrefreshdateisstoredintheprofilePV:RefreshSearchAttributesLastUpdateDate.
ThefollowingtableprovidestheparametersofthePV:RefreshPartnerTrendValuesconcurrentprogram.
5-18OraclePartnerManagementImplementationGuidePV:RefreshPartnerTrendValuesParametersParameterDescriptionStartfromBeginningofMonthIdentifiesthestartingmonthtorefresh(onlyappliestomeasuresthatarecumulative).
Non-cumulativemeasuresarealwayscalculatedforthecurrentmonthonly.
ToEndingofMonthIdentifiestheendingmonthtorefresh(onlyappliestomeasuresthatarecumulative).
Non-cumulativemeasuresarealwayscalculatedforthecurrentmonthonly.
NewPartnersOnlyIfYes,thenonlyprocessfornewpartners.
Newpartnersaredefinedaspartnerscreatedafterthelastrefreshrunofthisconcurrentprogram(storedintheprofile'PV:PartnerTrendLastRefresh').
IgnoreRefreshIntervalIfYes,processallattributeseventhoughthetimeintervalfromthelastrefreshhavenotexceededtherefreshintervalsetforsomeattributes.
Forcurrencymeasures,thePV:RefreshPartnerTrendValuesconcurrentprogramconvertsallcurrencytothecurrencystoredintheprofilePV:CommonCurrencyforRulesEngines.
Ifthisprofileisnotset,itdefaultstoUSD.
ThefollowingtableprovidestheparametersofthePV:RefreshAttributeTextTableconcurrentprogram.
PV:RefreshAttributeTextTableParametersParameterDescriptionNewPartnersOnlyOnlyprocessfornewpartners.
Newpartnersaredefinedaspartnerscreatedafterthelastrefreshrunofthisconcurrentprogram(storedintheprofilePV:RefreshSearchAttributesLastUpdateDate).
Forcurrencymeasures,thisconcurrentprogramconvertsallcurrencytothecurrencystoredintheprofilePV:CommonCurrencyforRulesEngines.
ThedefaultvalueisUSD.
ViewingProfileAttributeHistoricalInformationAvendorusercanviewhistoricalinformationaboutanattribute.
Thehistoricalinformationincludesarecordofthechangesmadetoanattributeandasnapshotofapartner'sprofileforaspecifieddate.
SettingUpPartnerProfileAttributes5-19ViewingAttributeChangeHistoryPartnerprofileattributesarefrequentlyupdatedbyusersorconcurrentprograms.
Youcanviewanattribute'schangehistorytodeterminewhatchangeshavebeenmadetotheattribute,whomadethechanges,andwhentheyweremade.
Toviewanattribute'schangehistory,navigatetoapartner'sPartnerDetailspage,andclicktheProfiletab.
Navigatetoatheattribute'scategory,clicktheViewHistorybutton,andthenselecttheattributefromthedrop-downlistthatappears.
ViewingaPartnerProfileSnapshotThepartnerprofilesnapshotprovidesyouwithapartner'sprofilevaluesforaspecifichistoricaldate.
Aprofilesnapshotallowsausertocompareapartner'scurrentprofilewithapastprofile.
Toviewpartnerprofilesnapshot,navigatetoapartner'sPartnerDetailspage,andclicktheProfiletab.
IntheValuesasOffield,enteradate.
Theprofilevalueswillbeupdatedtoreflectthepartner'sprofileasofthedateentered.
SettingUpCustomAttributesAchanneladministratorcancreatecustomattributestotrackadditionalinformationaboutpartners.
CustomizedattributescanbeusedtogatherinformationaboutapartnerortoderiveinformationfromothersourcesthroughSQLstatementsanddatabasefunctions.
NavigationLogonwiththechanneladministratorresponsibility,navigatetotheAttributesOverviewpage,andclicktheCreatebuttonthatappearsontheAttributes-OverviewpagetoaccesstheCreateAttributepage.
NotesAttributeType:SelectTextBox,ListofValues,orDerived.
TheattributetypedeterminestheoptionsthatwillbeavailableintheDisplayStyledrop-downlist.
Subsequently,theDisplayStylefurtherdetermineswhatadditionalinformationmustbeprovidedforanattribute.
Status:SelectingActivemakestheattributevisibleintheapplication.
ExposetoPartner:Makestheattributevisibletopartnersfromtheirprofiles.
Notselectingthisoptionforanattributemakesitvisibletovendorusersonly.
RequiresDataValidation:Selectingthisattributeindicatesthatupdatesmadetotheattributemustbeapproved.
Whenanupdateismadetotheattributeforaspecificpartner,anemailnotificationissenttothechannelmanager(s)forthepartnerinforminghimofthechange.
Inaddition,thevalidationhistoryfortheattributeistrackedfortheattributeforeachpartner.
Twoiconsappearbesideanattributethatrequiresvalidation.
OneicontakesausertotheValidationInformationpage,whichallowstheusertoprovidenotesordocumentationtosupportthechange.
Theothericontakesausertoapagethatdisplaystheattribute'svalidationhistory.
RelatedTo:Enablestheattributeforuseinspecificareasoftheapplication.
AllthefollowingoptionsareavailableforTextBoxandListofValuesattributes;foraDerivedattribute,onlythePartnerandOpportunityoptionsareavailable.
5-20OraclePartnerManagementImplementationGuidePartner:MakestheattributevisibleonPartnerDetailspages.
ThesectionortabthattheattributeappearsinisdeterminedbytheCategoryselection.
LeadReferral:SelecttoenabletheattributeforusewhencreatingquestionsassociatedwithaReferralbenefit.
Whenapartnerusersubmitsareferral,theanswerssheprovidesareusedtoupdatethepartner'sprofile.
PartnerContact:Selectthisoptiontodisplaytheattributeonpartnercontactpages.
DealRegistration:SelecttoenabletheattributeforusewhencreatingquestionsassociatedwithaDealRegistrationbenefit.
Whenapartnerusersubmitsadealregistration,theanswerssheprovidesareusedtoupdatethepartner'sprofile.
Opportunity:Selectthisoptionstoassociatetheattributewithopportunities.
Theattributewillappearonopportunitypages.
Countries:Associatesanattributewithoneormorecountries.
Whenacountryisselectedforanattribute,theattributeisavailableforpartnerswhoseidentifyingaddressmatchesthecountry.
Morethanonecountrycanbeselectedforanattribute.
ThedefaultisAll.
PartnerTypes:Selectoneormorepartnertypestolimittheattributetospecifictypesofpartners,orselectAlltousetheattributeforallpartners.
EnabledforLocator:SelecttoincludeanattributeinthePartnerLocator.
EnablinganattributeforthePartnerLocatorallowsapotentialcustomertousetheattributetosearchforapartner.
EnabledforMatchingServices:Selecttoenableanattributetobeusedinthefollowingareas:OpportunityMatching:Enablinganattributeformatchingservicesenablesittobeusedforautomaticandmanualopportunitymatching.
NotethatyoualsoneedtoselectRelatedTo:Opportunityfortheattributetobeavailableforopportunitymatching.
PartnerProgramRequirements:Enablinganattributeformatchingalsomakesitavailableforuseasarequirementforapartnerprogram.
Thefollowingtablelistsalltheattributetypesanddisplaystylesavailableforcustomattributes.
Thetablealsoprovidesadditionalinformationforthoseattributesanddisplaystylesthatrequireadditionalinformationduringsetup.
SettingUpPartnerProfileAttributes5-21AttributeTypesandDisplayStylesAttributeTypeDisplayStyleAdditionalInformationforAttributeCheckBoxNoMultiSelectEnterthenumberoflinestobeincludedinthelist.
PercentageBydefault,thepercentagevaluesmustaddupto100%.
Tochangethepercentagetotal,modifytheprofilevaluePV:AttributePercentageTotal.
RadioButtonNoListofValuesDropDownNoCurrencyDecimalpoints:Numberofdecimalpointsusedforrounding.
CharacterWidth:numberofcharactersallowedinthetextbox.
ValueType:Usedtoevaluateattributeduringopportunitymatching.
SpecifyMinimumorMaximum.
DateValueType:Usedtoevaluateattributeduringopportunitymatching.
SpecifyMinimumorMaximum.
NumericDecimalpoints:Numberofdecimalpointsusedtoroundamounts.
ValueType:Usedtoevaluateattributeduringopportunitymatching.
SpecifyMinimumorMaximum.
TextBoxTextNumberoflines:Thenumberoflinestobeallowedinthetextbox.
CharacterWidth:Thenumberofcharactersallowedinthetextbox.
5-22OraclePartnerManagementImplementationGuideAttributeTypeDisplayStyleAdditionalInformationforAttributeCurrencyNoDateNoNumericValueType:Usedtoevaluateattributeduringopportunitymatching.
SpecifyMinimumorMaximum.
TextNoListofValuesNoDerivedPercentageValueType:Usedtoevaluateattributeduringopportunitymatching.
SpecifyMinimumorMaximum.
CreatingaDerivedAttributeCreatingaderivedattributeinvolvesproviding"code"thatisusedtopopulatedattributevalues.
AderivedpartnerprofileattributecanbepopulatedbyaPL/SQLstoredprocedureorpackage,orbyaSQLstatement.
Auser-definedSQLstatementisusedtopopulatethelistofvaluesthatisassociatedwithanattributewithListOfValuesvaluetype.
CodingforderivedattributesisdoneintheDerivedAttributePropertiessectionoftheAttributeDetailpage.
ThissectionappearswhenyouclickCreateafterprovidingtheattribute'sinitialdetails.
NotesLOVLookupSQL:IfListOfValueswasselectedastheattribute'svaluetype,thisfieldappears,andcontainsasampleSQLstatement.
TheuserchangestheSQLstatementtogeneratethedesiredlistofvalues.
ValueType:Ifnumericorpercentagewasselectedastheattribute'svaluetype,thisfieldappears.
Valuetypeisusedtoevaluatetheattributeduringopportunitymatching.
SelectMinimumtoindicatethattheattributewiththelowestvaluewins;selectMaximumtoindicatethattheattributewiththehighestvaluewins.
EnabledFor:Indicatestheareasoftheapplicationtowhichtheattributewillapply.
Ifmultipleareasareselected,adifferentfunctioncanbecreatedforeach.
FunctionName:Thefunctionnameandcode.
AfunctionisactuallyaPL/SQLpackage.
Thepackageandproceduremustexistinthedatabase.
Thefunctionnamefortheattributemustfollowthefollowingformat:(:party_id,:output)Validate:ClicktocheckaSQLstatement'ssyntaxortocheckafunction'ssyntaxandtovalidatethatthefunctionappearsinthedatabase.
SettingUpPartnerProfileAttributes5-23Example:PopulatingaDerivedAttributewithaStoredProcedureDerivedattributessupportallthereturntypesthatarecurrentlysupportedbyOracleApplications:currency,date,null_check,number,andstring.
Currently,thefollowingproceduretemplateissupported.
TheprocedureexpectsanINparameterofNUMBERtypeandanOUTparameterofJTF_VARCHAR2_TABLE_4000type:PROCEDURE(p_partner_idNUMBER,x_outputOUTJTF_VARCHAR2_TABLE_4000)ISBEGINx_output:=JTF_VARCHAR2_TABLE_4000();END;Thefollowingisanexampleofaprocedurethatwouldbeusedtocreateanattributethatcalculatesapartner'sactualrevenue:PROCEDUREPartner_Revenue(p_partner_idNUMBER,x_assigned_countOUTJTF_VARCHAR2_TABLE_4000)ISCURSORlc_countISSELECTorgp.
curr_fy_potential_revenueannual_revenueFROMapps.
pv_partner_profilesPV,apps.
hz_organization_profilesorgpWHEREorgp.
curr_fy_potential_revenueISNOTNULLANDorgp.
party_id=pv.
partner_party_idANDpv.
partner_id=p_partner_id;indxNUMBER:=1;BEGINx_assigned_count:=JTF_VARCHAR2_TABLE_4000();FORlc_cursorINlc_countLOOPx_assigned_count.
EXTEND;x_assigned_count(indx):=lc_cursor.
annual_revenue;indx:=indx+1;ENDLOOP;End;Example:PopulatingaDerivedAttributewithaSQLStatementTheapplicationprovidesathefollowingsampleSQLstatementthatcanbemodifiedtocreateacustomSQLstatementforalistofvalues:selectpac.
attr_codecode,pac.
descriptionmeaning,pac.
descriptiondescriptionfrompv_attribute_codes_v1pacwherepac.
attribute_id=andpac.
enabled_flag='Y'IntheSQLstatement,attribute_idcanrefertoatablecolumnoranactualattributeid.
5-24OraclePartnerManagementImplementationGuideForaderivedattributewithaListOfValuesvaluetype,alistofvaluesisprovidedthroughauser-definedSQLstatement.
ThefollowingexampleprovidesaSQLstatementforaderivedlistofvaluesattributewhere:Theattributeid=xxxxThelistofvaluesisderivedfromanexternallookupFND_EXAMPLE_LOOKUPselectlkp.
lookup_codecode,lkp.
meaningmeaning,lkp.
descriptiondescriptionfromfnd_lookupslkpwherelkp.
lookup_type='FND_EXAMPLE_LOOKUP'.
andxxxx=SettingUpPartnerProfileAttributes5-256SettingUpthePartnerDashboardThischaptercoversthefollowingtopics:OverviewSettingUpthePartnerDashboardCreatingthePartnerDashboardWebPagesCreatingthePartnerDashboardSiteCreatingPartnersandPartnerUsersCreatingPartnerProgramEnrollmentPagesGivingPartnersAccesstotheLibraryProfileOptionsOverviewThepartnerdashboardprovidespartneruserswithasinglepointofentryforworkingwiththevendor.
Fromthedashboard,partnerscan:Registerasapartner,andthenenrollinprogramsforwhichtheyareeligible.
Managetheirmembershipsincludingupgradesandrenewals.
Managetransactionssuchasviewingthecatalog,placingorders,managingsalesopportunities,andacceptingopportunities.
Submitreferrals,registerdeals,requestmarketingfunds,requestspecialpricing,andcreatequotes.
Maintainthepartnercontactandcompanyprofile.
Viewnotifications.
Accesscontentpublishedbythevendor.
ThePartnerDashboardisthemechanismbywhichpartnerorganizationsareenteredintoOraclePartnerManagementandpartnerusersareaddedtothesystem.
Thus,partnerorganizationsandusersarenotsetupdirectlybyavendoruser,butinsteadarecreatedautomaticallyasaresultofself-registration.
Thischapterdescribeshowpartnerusersaresetupandtherolesandpermissionsthattheyareassigned.
ThePartnerDashboardisconfiguredandmanagedthroughtheOracleiStoreapplication.
ThischapterprovidesbasicinformationtohelpyougetstartedsettingupaSettingUpthePartnerDashboard6-1PartnerDashboard.
Formorethoroughinformation,refertotheiStoreImplementationGuide.
SettingUpthePartnerDashboardOraclePartnerManagementintegrateswithOracleiStoretoprovidethePartnerDashboard.
ThePartnerDashboardisaniStorewebsite,andissetupthroughtheiStoreapplication.
Asiteisanysitethatthesiteadministrator(manager)createsusingtheOracleiStoreSiteAdministrationuserinterface.
Fromthisinterface,thesiteadministratorcreatesthePartnerDashboardsitebyselectingatemplatetousetoformatthesite,selectingappropriatetext,images,andhyperlinkstopopulatethesite,andsettinguptheDashboardasalive,specialtysitethatislinkedtoapartnerresponsibility.
Multiplespecialtysitescanexistwithinonesite,aseachsite-responsibilitycombinationisconsideredaspecialtysite.
Specialitysitescanbeassignedtogroups.
ThePartnergroupisshippedoutoftheboxtofacilitatecustomerstogrouppartnersitesintoasinglegroup.
TheiStoreuserinterfaceallowsavendororganizationtoimplementthePartnerDashboardsotheitmeetstheorganization'sbusinessneeds.
Tohelpyougetstarted,OraclePartnerManagementprovidessomeseededbinsthatcanbeusedinthedashboard.
Inaddition,iStoreprofilestheConfigurableLayoutTemplate,whichprovidesasimpleyethighlyusablepageformat.
UsingtheConfigurableLayout,youcancreateaneffectivepartnerdashboardforyourpartners.
Youcaneasilymodifytheseededtemplatebychangingthestylesheetandmappingyourbranding.
Theseededdashboardallowsyoutodelivercontenttoyourpartnerusingthecentralsectionandprovideaccesstothetransactionalsystembymappingtheseededbins(myopportunity,quicklinksandmanagemypartnerbins)totheleftandrightlocations.
YoucanalsousethelocationsontheleftandrighttomaptheAvailableprograms,upgrade,renewalbins.
Youcanalsosupportregistrationthroughtheregistrationglobalicontosupportselfserviceregistration.
Forexample,Onelocationdeliversthelinksfornavigationtothetransactionalsystem.
AnotherlocationdeliversmessagesforpartnersviaintegrationwithOracleE-merchandising.
AnotherlocationenablesvendorstodelivercontentbyleveragingOracleContentManagement(OCM)andOracleiStore(SectionHierarchyfunctionality).
Thedashboarddisplaysasummaryoftransactionsandpartnerscanclickalinktonavigatetothefunctionalsystem.
Thelistoftransactionsavailabledependsonthepartnerenrollmentsandtherole.
Forexample,ifapartnerisauthorizedtoresellavendor'sproducts,thepartnerisassignedsalesopportunitiesforfulfillment.
UsingthePartnerDashboardTemplateLayoutThefollowingfiguredisplaystheseededpartnerdashboardtemplatelayoutwithtopheader,menuandbottomheaderlocations.
6-2OraclePartnerManagementImplementationGuidePartnerDashboardTemplateLayoutThetopheaderlayoutcomponentrenders,tags.
Customerscanaddanythingthattheywouldliketoseebeforerenderingthemenu.
Itprovidesanareaforglobalicons,sections,andcompanylogolocatedatthetopofthepage.
Themenulayoutcomponentrenderslogos,globalicons,andthemenu.
Thebottomheaderlayoutcomponentrenderstags.
TheTop,Left1-7,Middle1-4,Right1-7,BottomandCenterlayoutcomponentsdonothavetemplatesmappedfortheConfigurableLayout.
SettingUpthePartnerDashboard6-3TomapatemplateforTop,Left1-7,Middle1-4,Right1-7,andBottomlayoutcomponents,navigatetoCatalog>Section>SectionDetails>Templates>Layout>ConfigurableLayout.
TomapatemplatefortheCenterlayoutcomponent,seeSteps6,7and8oftheprocedure,CreatingthePartnerDashboardPages.
SettingUpPartnerDashboardBinsWhenapartneruserfirstlogsintothedashboard,heseesbinssuchasQuickLinksbin,Renewalsbin,Upgradebin,AvailableProgramsbin,andMyOpportunitiesbin(ifthevendorhassetthemup).
Forpartnerstobeabletoviewthebins,youmustmaptheseededtemplates.
Eachbinisdefinedasatemplate.
Somebinsareprovidedtocustomerssothattheycanmapthebinstoanytemplate-sitecombination,duringimplementation.
Thefollowingbintemplatesareshippedoutofthebox.
ThevendororganizationneedstomapthesebintemplatestoappropriatelocationsfortheConfigurableLayout:QuickLinksbinRenewProgramsbinUpgradeProgramsbinAvailableProgramsbinMyOpportunitiesbinManageMyPartnersbinWelcomebinMarketingPostingbinPartnerGroupbinStoreGroupbinQuickLinksBinThisbinprovideslinkstoreferrals,dealregistrations,opportunities,specialpricing,claims,fundrequests,andmessages.
Thelistisbasedonvendorimplementationandthepartnerresponsibility.
Thetransactionrecordswithineacharea,dependonthefollowing:Partnerbenefits.
Partnershavetobeentitledtouseeachtypeofbenefit.
ThebenefitsdisplayedtothepartnerusersintheQuickLinksbinarecontrolledusingresponsibilities.
Thelistoflinksavailableinthebindependsonthecurrentresponsibilityassignedtotheuserandthefunctionsandmenusattachedtothatresponsibility.
ForthelinkstoappearintheQuickLinksbinthefollowingsetupneedstobedone:1.
Defineamenuthatcontainsallfunctions,exposedtothepartneruser.
2.
Specifythismenunameasthevaluefortheresponsibilitylevelprofileoption'IBE:QuickLinksMenu'thatisassignedtotheuser.
Thismenuspecifiedintheprofileshouldbeoneofthesubmenusundertherootmenu.
Userrolewithinthepartnerorganization.
Partnerscanaccesstransactionsthattheycreatedorareassignedtothem.
Forexample,ifanopportunityisassignedtoapartner,thepartnercanseethatopportunity.
Ifapartnercreatedareferral,he/she6-4OraclePartnerManagementImplementationGuidecanviewthereferral.
Partneradministratorscanaccessalltransactionscreatedbyanyuseror,transactionsassignedtoanyuser,withintheirorganization.
RenewProgramsBinThisbindisplaysprogramsthatareupforrenewal.
Thebinisavailableonlytopartneradministratorstoassistthemmanagetheirmemberships.
ThepartneradministratorcanreviewprogramsandstarttheenrollmentprocessbyclickingtheProgramNamelink.
Therenewoptionappearstotheuserwhentheprogramisupforrenewal.
Thedefaultvalueissetto60daysbeforemembershipexpires.
UpgradeProgramsBinThisbindisplaysprogramsthatpartnerscanupgradeto.
Thebinisavailableonlytopartneradministratorstoassistthemmanagetheirmemberships.
ThepartneradministratorcanreviewprogramsandstarttheenrollmentprocessbyclickingtheProgramNamelink.
AvailableProgramsBinThisbinprovidestheabilitytoviewprogramdetailsandstarttheenrollmentprocess.
Thebinisdisplayedonlytothepartneradministrator.
Thelinkontheprogramnamenavigatestotheprogramdetailspage.
IftheuserclicksontheEnrollbutton,theycannavigatetothequestionnairepageforenrollinginthatprogram.
MyOpportunitiesBinThisbinisdisplayedtopartnerswhohaveofferedopportunitiesinthequeuetoacceptandwheretheroutingstatusisOffered.
PartnerscannavigatetotheopportunitylinktogototheOpportunityDetailpageandviewdetailsoftheopportunity.
TheymusthavethepermissionOPPTY_CONTACTtoviewthisbin.
ManageMyPartnersBinThisbindisplaystheInviteNewPartnerandViewPartnerlinksfordistributors.
DistributorsmusthavetheChannelManagerroleorChannelRepresentativeroletoseethisbin.
DistributorsshouldalsohavethePV_INVITE_NEW_PARTNERpermissiontoseetheInviteNewPartnerlinkinthisbin.
WelcomeBinThisbindisplaysawelcomemessagewiththeusernameandallowsuserstoswitchaccountsiftheyhavemultipleaccounts.
Usercanswitchbetweenaccountsbeforeenrollingintoaprogramorbeforesubmittingareferraltouseaparticularaccount.
Formoreinformation,seeOracleiStoreImplementationGuide.
MarketingPostingBinThisbindisplaysmarketingpostings.
E-Merchandisingbannersareusedtodelivermarketingmessagestopartnerswhocanclickonthebintoseemoredetailsaboutthemarketingcampaign.
Forinformationontheimplementationstepsnecessaryforthisbin,seeOracleiStoreImplementationGuide.
SettingUpthePartnerDashboard6-5PartnerGroupBinOracleiStoreseedsabintemplatewhichdisplayssitesassociatedtothegroup,Partners.
Todisplaythisgroup,mapthelogicaltemplate,PARTNER_GROUP_BIN_IBEWC,tothebinlayoutcomponentofyourchoice.
Formoreinformationaboutthebintemplate,seeSeededBinsintheOracleiStoreImplementationGuide.
StoreGroupBinForinformationonthisbin,seetheOracleiStoreImplementationGuide.
BinJSPs-TemplateMappingThefollowingtableliststhetemplatesandcorrespondingbinJSPsthatcanbecustomizedasperguidelinesintheOracleiStoreImplementationGuide.
BinJSPsTemplateBinJSPNameAvailableProgramsBinpvxCPvdPrgmNewBin.
jspRenewProgramsBinpvxCPvdPrgmRenewBin.
jspUpgradeProgramsBinpvxCPvdPrgmUpgradeBin.
jspMyOpportunitiesBinpvxCPvdMyOffrdOppBin.
jspManageMyPartnerBinpvxCPvdMngPrtnrBin.
jspAccessibleStoresBinibeCAcdGroupSiteBin.
jspEmerchandisingPostingsBinamsWebPlacement.
jspWelcomeBinibeCAcdWelcome.
jspTheQuickLinksandMarketingPostingsbinarepartofOracleiStore.
TheRenewals,Upgrades,AvailableProgramsandMyOpportunitiesbinsareincludedinOraclePartnerManagement.
Thesebinsdisplaycontentonlytoauthenticatedpartnerusers.
Thesebinsdonotdisplaycontentforguestusersevenwhenthebinsaremappedtositesthatcanbebrowsedbyguestusers.
ThefollowingAPIscanbeusedtogetdatafortherespectivebins.
JavaClassisoracle.
apps.
pv.
enrollment.
bin.
BinContent.
publicVectornewPrograms(…)publicVectorrenewable_programs(…)publicVectorupgradable_programs(…)publicVectorincomplete_programs(…)FortheOpportunitybin,theapiisin:oracle.
apps.
pv.
bin.
MyOfferedOpptyBinDataSourceandthemethodispublicVectorgetBinData(…)6-6OraclePartnerManagementImplementationGuideUnderstandingiStorePartnerTemplatesThefollowingtemplatesareusedinpartnerspecificprofilespagesinthepartnerdashboard:SalesPreferences:Templatetoviewthesalespreferencespage.
NavigateviatheProfileicon>MyProfile>Preferences.
UpdatePartnerProfile:Templatetoviewthepartnerorganization'sprofilepage.
NavigateviatheProfileicon>CompanyProfile>CompanyInformation>Profiletab.
UpdateUserProfilePage:Templatetoviewthecontact'sUpdateProfilepage.
NavigateviatheProfileicon>MyProfile>PersonalInformation>Profiletab.
ViewChannelTeamforPartner:Templatetoviewthechannelteampage.
NavigateviatheProfileicon>CompanyProfile>ChannelTeam.
ViewCurrentPartnerMemberships:Templatetoviewthemembershipspage.
NavigateviatheProfileicon>CompanyProfile>Memberships.
ViewPartnerProfile:Templatetoviewthepartnerorganization'sprofilepage.
NavigateviatheProfileicon>CompanyProfile>CompanyInformation>Profiletab.
ViewUserProfilePage:Templatetoviewthecontact'sprofile.
NavigateviatheProfileicon>MyProfile>ContactInformation>Profiletab.
UpdateUserProfile:Templateforthecontactupdateprofile.
NavigateviatheProfileicon>Administration>ContactManagement>Details>ViewProfile.
ViewUserProfile:Templatetoviewthecontact'sprofile.
NavigateviatheProfileicon>Administration>ContactManagement>Details>ViewProfile.
CreatingthePartnerDashboardWebPagesAfteryouhaddeterminedthatthePartnerDashboardpagesarecomplete,completethisproceduretosetupthepagesasanactualwebsiteaccessiblebypartnerusers.
PartnerDashboardsitesarecreatediniStorebyauserwiththeiStoreAdministratorresponsibility.
NavigationLogonwiththeiStoreAdministratorresponsibility,andnavigatetotheCatalogtab>CatalogHierarchypage.
PrerequisitesNone.
Steps:1.
SelecttheRootsectionforOraclePartnerManagementandclicktheCreateSectioniconinthesectionscolumn.
TheRootsectionisseeded.
TheCreateSectionpageappears.
2.
EnterthenecessarydetailsandclickApply.
MakesurethatthestatusisPublishedandthedatesareactive.
TheUpdateSectionDetailspageappears.
3.
Toassociateatemplatewiththesection,selecttheTemplatessidenavigationlink.
SettingUpthePartnerDashboard6-7TheUpdateSection:Layoutpageappears.
4.
IntheLayoutregion,fromtheSelectLayoutLOV,selectalayoutthatyouwanttoapplytotheabovecreatesectionandclickGo.
Thelayoutdeterminesthebinsthataretobedisplayedontheleftandrightsidesofthedashboard.
Thevaluesare:ConfigurableandFixedLayout.
5.
IfyouselecttheConfigurablelayout,performthefollowingstepstomapthebinstotemplates.
ThetemplatesareseededinOracleiStore.
1.
IntheMappingregion,selectatemplatefromtheLayoutComponentTemplatesLOVandmapittoalayoutcomponent.
2.
ClickApply.
6.
IfyouselectedtheFixedLayout,youmustmapthebinJSPstotemplates.
YoucannotseetheMappingregionbecausethetemplatesarealreadypositionedandthelayoutcannotbeconfigured.
1.
NavigatetoAdvancedtab>TemplateManager>Templatespage.
2.
SelectProgrammaticAccessNamefromtheSearchfieldandenterSTORE_CTLG%andclickGo.
Allseededlocationsaredisplayed.
3.
ClickUpdatefortheBinLeft1record.
4.
IntheUpdateTemplatepage,clickAddSourceFile.
5.
IntheAddSourceFilepage,intheSourceFileNamefield,entertheJSPforQuickLinks.
Forexample,vin-ibeCAcdQuickLinkBin.
jsp.
6.
SelecttheabovecreatedsitefromtheSitedrop-downlistandclickApply.
TheUpdateTemplatepageappearswiththeJSPmappedtothebin.
7.
SelecttheDisplayLayoutsidenavigationlink.
TheUpdateSection:DisplayTemplatepageappears.
Thispagedisplaystheformatofthecenterbin.
8.
FromtheSelectaDisplayTemplatedrop-downlist,selectComponentforSectionContainsNavigationalSubsectionsonlyandclickGo.
AsectioncalledSectionContainsNavigationalSubsectionsOnlyappearsinthebottomwithdifferentdisplaytemplates.
Sometemplatesareshippedtocustomers.
Thetemplatesenablecustomerstoselecthowtheywouldliketoviewcontentinthecenter.
Customerscanusethefollowingtemplatestodisplaycontent:MultilevelSubsectionlistwithContentunderComponentforsectioncontainnavigationsubsectionsonly:Thistemplateisspecificallydesignedtoshowsubsectionswithinasection,alongwithcontentmappedtocontentcomponentsatthesectionlevel.
Sectiondetailundersectioncontainingproductsonly:Thistemplateisonlyavailableforconfigurablelayout.
Thistemplateisspecificallydesignedtoshowsectiondetails,alongwithcontentmappedtocontentcomponentsatthesectionlevel.
9.
SelecttheMultilevelSubsectionListtemplatetobeusedinsubsectionsandclickApply.
TheDisplayTemplateforthesectionisselected.
6-8OraclePartnerManagementImplementationGuideForinformationonthecentertemplate,refertotheOracleiStoreImplementationGuide.
CreatingthePartnerDashboardSiteAfteryouhaddeterminedthatthePartnerDashboardpagesarecomplete,completethisproceduretosetupthepagesasanactualwebsiteaccessiblebypartnerusers.
PartnerDashboardsitesarecreatediniStorebyauserwiththeiStoreAdministratorresponsibility.
NavigationNavigatetotheCatalogtab>CatalogHierarchypage.
PrerequisitesThePartnerDashboardwebsitepageshavebeencreated.
Steps:1.
NavigatetotheSitestabandclickCreateaSiteandenternecessarydetails.
2.
IntheCatalogRootSectionfield,selectthesectioncreatedabove.
SelecttheRestrictcustomeraccessbyresponsibilitycheckbox.
DonotselecttheAllowun-registereduserstobrowsethesitecheckbox.
3.
ClickApply.
AsiteiscreatedandtheUpdateSite:Detailspageappears.
4.
ClicktheResponsibilitysidenavigationlink.
TheSiteABC:SupportedResponsibilitiespageappears.
Customerscanaccessthesitethroughtheseresponsibilities.
5.
ClickAddResponsibility.
6.
IntheSearchandSelectResponsibilitypage,selectanyresponsibilityandclickSelect.
Theresponsibilityisaddedtothesiteandonlyuserswiththisresponsibilitycanaccessthesite.
7.
IntheSiteDisplayNamefield,enterauniquename.
Thenameshouldhelptoidentifythesiteasapartnersite.
8.
IntheSiteABC:SupportedResponsibilitiespage,clicktheAssignGroupsicon.
9.
IntheUpdateSite:AssignGroupspage,selectagroupfromtheUnassignedGroupssectionandclickMovetomoveittotheAssignedGroupssection.
10.
ClickApply.
TheResponsibilityandsiteareassignedtotheselectedgroupsandpartnerscanviewsitesthattheyhaveaccessto,throughtheresponsibilitiesthattheyhavereceivedbyenrollingintoprograms.
CreatingPartnersandPartnerUsersPartnersandpartnerusersarecreatedinOraclePartnerManagementthroughtheself-registrationprocess.
Apartneremployeecanregisterhisorganizationasapartnerandregisterhimselfasapartneruser.
Subsequently,additionalemployeesinthepartnerSettingUpthePartnerDashboard6-9organizationcanregisteraspartnerusers,ortheorganization'spartneradministratorcansignupotheremployeesaspartnerusers.
Anorganizationanditsemployeesregisterusingalinkprovidedduringimplementation.
Onceapartneremployeestartstheregistrationprocess,heisguidedthroughaseriesofstepstosubmitcompanyanduserinformation.
Oncethisinformationissubmitted,OraclePartnerManagementgeneratesacompanyanduseraccountfortheorganization.
Thepartneruserisgivenausernameandpassword,which,heselectsduringregistrationandthenreceivesanotificationabout.
Thepartneremployeeregisteredduringthepartnerorganizationregistrationprocessisalwaysregisteredasaprimaryuser.
Defaultrolesandresponsibilitiesaregrantedtoapartneruseruponthecompletionoftheregistrationflow.
Whenapartnerregisters:ApartyrecordiscreatedfortheorganizationApartyrecordiscreatedforthecontactApartnerofrelationshipiscreatedAcontactofrelationshipiscreatedBasedonthePartnerManagementterritoryhierarchy,thechannelmanagerisidentifiedandassignedtothepartner.
Achannelteamisassignedtothepartnerbasedontheterritorysetup.
Thechannelteamisasetofchannelmanager(s),whomanageandworkwiththepartner.
Fordirectlymanagedpartners,channelmanagersarevendoremployees.
Forindirectlymanagedpartners,channelmanagersareemployeesorvendoremployeesorboth.
Eachpartnerorganizationandpartneruserthatregistersissubjecttotheenrollmentapprovalsprocess.
Foradditionalinformationaboutapprovalsandenrollment,refertoSettingupPartnerProgramEnrollments,page9-1.
EnablingUserTypesThefollowingusertypesmustbeenabledusingtheCRMHTMLadministratorresponsibilityforregisteringpartnerorganizationsandpartnerusersthroughuserregistration.
IBE_PARTNER_BUSINESStoregisterpartnerusersofanexistingpartnerorganization.
IBE_PARTNER_PRIMARYtoregisteranewpartnerandprimaryuserofpartnerorganization.
Usethisproceduretoenabletheusertypes.
PrerequisitesNone.
Steps:1.
LoginasthesystemadministratorintotheCRMAdminConsoleandnavigatetoUserstab>Setup>UserTypes.
2.
Enablethefollowingusertypes,onlyifyouhaveOraclePartnerManagement11.
5.
10orahigherversionisinstalled.
6-10OraclePartnerManagementImplementationGuideIBE_PARTNER_BUSINESSIBE_PARTNER_PRIMARYFormoreinformation,seetheOracleiStoreImplementationGuide.
PartnerUserResponsibilities,Roles,andPermissionsLikeemployeesofthevendororganization,partneremployeesareassignedresponsibilities,resourceroles,andpermissions-basedroles.
ResponsibilitiesTherearetwopartneruserresponsibilities:DefaultPartnerUser:ThisresponsibilityisusedtodisplaythePartnerDashboardtothepartneruserafterthepartnerorganizationhasregisteredbutbeforethepartnerhasenrolledinaprogram.
PartnersuserswiththeDefaultPartnerUserresponsibilityhavealimitedviewofinformationonthePartnerDashboard.
TheycanseetheAvailableProgramsbin,butcannotseetheQuickLinksbinbecausenomenuisattachedtotheDefaultresponsibility.
TheuserscannotseetheUpgradeandRenewalbins,sincethepartnerisnotyetregisteredinapartnerprogram.
Finally,sincethepartnerdoesnotyethaveofferedopportunities,theusersdonotseetheOfferedOpportunitiesbin.
Afterapartnerenrollsinaprogram,OraclePartnerManagementremovestheDefaultPartnerUserresponsibilityandassignspartneruserstheresponsibilitiesthatareassociatedwiththepartnerprogram.
Dependingontheprogramandtheassociatedresponsibilities,thepartner'suserswillbeabletoseeadditionalinformationonthePartnerDashboard.
Formoreinformationonpartnerprogramsandresponsibilities,refertoMappingPartnerResponsibilitiestoPrograms,page8-9.
PartnerSuperUser:Thisresponsibilityincludesthesupersetofallfunctionalityofferedtopartners.
Partnerscaneitherberegularpartnersordistributors.
Distributorsaredifferentfromregularpartnersastheymanagesomepartnersonbehalfofthevendor.
MenustiedwiththePartnerSuperUserresponsibilitycanbeusedasareferencetocreatemenusforcustomresponsibilities.
FordefiningmenusthatcanbeusedwiththeQuickLinksbin,seeOracleiStoreImplementationGuide.
ResourceRolesOraclePartnerManagementprovidestworesourcerolesforpartnerusers.
Aroleisassignedtoauserduringtheselfregistrationprocessorwhenthepartneradministratorsetsupapartneremployeeasauser:PrimaryBusinessUser:Bydefault,thisresourceroleisassignedtothepartneremployeewhofirstregistershisorganization.
Auserwiththisrolehasadministrativecapabilities.
DefaultBusinessUser:Thisroleisassignedtopartneruserswhoarecreatedthroughself-registrationorbyauserwiththePrimaryBusinessrole.
Thisroleshouldbeassignedtoallpartneruserswhowilldonotneedadministrativefunctionality,includingusersindistributororganizationswhowillberesponsibleformanagingtheirorganizations'partners.
SettingUpthePartnerDashboard6-11Permissions-BasedRolesOraclePartnerManagementprovidestwopermissions-basedrolesthatareusedforpartnerusersandareassignedtoauserduringtheselfregistrationprocessorwhenthepartneradministratorsetsupapartneremployeeasauser:PV_PARTNER_PRIMARY_USER:Bydefault,thisroleisassignedtothepartneremployeewhofirstregistershisorganizationasapartner.
AuserwiththisroleisreferredtoasthePrimaryUser.
ThePrimaryUserhasadministrativecapabilities,suchastheabilitytosetupotheremployeesasusersandtheabilityacceptcompensationfordealreferrals.
PV_PARTNER_BUSINESS_USER:Thisroleisassignedtoallusersthatarecreatedthroughself-serviceregistration.
AuserwiththisroleisreferredtoasaBusinessUser.
APrimaryUsercangiveBusinessUsersthePrimaryUserrolefromtheProfile>Administration>ContactManagement>RolesUIpage.
ThefollowingtablelistspermissionsthatareseededwiththePrimaryUser(PV_PARTNER_PRIMARY_USER)role:PermissionsofthePV_PARTNER_PRIMARY_USERRolePermissionNameDescriptionPV_PARTNER_USERIndicatesthattheuserisapartneruser.
PV_MY_CONTACT_PROFILEProvidesaccesstothepartner'sprofile.
NavigateviatheProfileicon>MyProfile>PersonalInformation>Profiletab.
PV_SALESProvidesaccesstoviewsalespreferences.
NavigateviatheProfileicon>MyProfile>Preferences.
PV_PARTNER_UPDATE_PROFILEProvidesaccesstoupdateapartner'sorganizationinformation.
NavigateviatheProfileicon>CompanyProfile>CompanyInformation>Profiletab.
PV_PARTNER_VIEW_PROFILEProvidesaccesstoviewapartner'sorganizationinformation.
NavigateviatheProfileicon>CompanyProfile>CompanyInformation>Profiletab.
PV_VIEW_MEMEBERSHIPSProvidesaccesstoviewpartnermemberships.
NavigateviatheProfileicon>CompanyProfile>Memberships.
PV_CHANNEL_TEAMProvidesaccesstoviewapartner'schannelteam.
NavigateviatheProfileicon>CompanyProfile>ChannelTeam.
PV_CONTACT_PROFILEProvidesaccesstoviewacontact'sprofileinformation.
NavigateviaProfileicon>Administration>ContactManagement>Detail>ViewMoreDetailsbutton.
PV_OPPTY_CONTACTThisisusedtoidentifythepartnercontactsduringopportunityrouting.
6-12OraclePartnerManagementImplementationGuidePermissionNameDescriptionPV_REF_COMP_APPROVERThisisdefinedforpartnerswhocanacceptcompensation.
Thispermissionenablespartnerstoviewandacceptcompensationforreferrals.
PV_REFERRAL_SUPERUSERThisaSuperUserpermissiondefinedforreferralmanagement.
Itcanbeassignedtovendorsandpartners.
Vendorswiththispermissioncanviewandupdateallreferrals.
Partnerswiththispermissioncanview,update,andacceptcompensationforreferralsfortheirorganization.
PV_DEAL_SUPERUSERThisisaSuperUserpermissiondefinedfordealregistration.
Itcanbeassignedtovendorsandpartners.
Vendorswiththispermissioncanviewandupdatealldeals.
Partnerswiththispermissioncanviewandupdatealldealsfortheirorganization.
ThefollowingtablelistspermissionsthatareseededwiththeBusinessUser(PV_PARTNERBUSINESS_USER)role:PermissionsofthePV_PARTNER_BUSINESS_USERRolePermissionDescriptionPV_PARTNER_USERIndicatesthattheuserisapartneruser.
PV_MY_CONTACT_PROFILEProvidesaccesstothepartner'sprofile.
NavigateviatheProfileicon>MyProfile>PersonalInformation>Profiletab.
PV_VIEW_MEMEBERSHIPSProvidesaccesstoviewpartnermemberships.
NavigateviatheProfileicon>CompanyProfile>CompanyInformation>Profiletab.
PV_SALESProvidesaccesstoviewsalespreferences.
NavigateviatheProfileicon>MyProfile>Preferences.
PV_PARTNER_VIEW_PROFILEProvidesaccesstoviewapartner'sorganizationinformation.
NavigateviatheProfileicon>CompanyProfile>CompanyInformation>Profiletab.
PV_CHANNEL_TEAMProvidesaccesstoviewapartner'schannelteam.
NavigateviatheProfileicon>CompanyProfile>ChannelTeam.
OracleiStorePermissionsInadditiontoOraclePartnerManagementpermissions,numerousiStorepermissionsareincludedwithpartneruserroles.
ThefollowingtableliststheOracleiStorepermissionsSettingUpthePartnerDashboard6-13fortheforthePV_PARTNER_PRIMARY_USERandPV_PARTNER_BUSINESS_USERroles.
OracleiStorePermissionsPermissionRoleDescriptionIBE_INT_ASSIGN_ROLESPV_PARTNER_PRIMARY_USERAssignsrolesintheUserManagementscreens.
IBE_INT_PRIMARY_USERPV_PARTNER_PRIMARY_USERIdentifiesauserasprimaryuserintheAdministrationscreens.
IBE_INT_ORG_DETAILSPV_PARTNER_PRIMARY_USERProvidespermissionstovieworganizationdetailsintheCompanyProfilescreens.
IBE_INT_USER_MANAGEMENTPV_PARTNER_PRIMARY_USERProvidesaccesstoUserManagementscreens.
IBE_VIEW_NET_PRICEPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERAllowsausertoseeallprices(thatis,listprices,discountpricesandnetprices),insteadofjustRetailPrice/YourPriceintheshoppingcartandOrderTrackerpages.
Thispermissiondoesnotaffecttheuser'sabilitytoviewpricesinthecatalog.
Thispermissionalsocontrolsthepricingagreement,promotioncode,andcommitmentfunctionalitiesinOracleiStore.
Foruserswithoutthispermission,itisrecommendedthattheyalsonothavethefollowingpermissionsIBE_CHECKOUT,IBE_CREATE_ORDER,IBE_CREATE_RETURN,orIBE_VIEW_ORDER.
IBE_INT_ORG_EMAIL_ADDRESSESPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERAllowstoviewcompanycontactinformation.
IBE_INT_UPDATE_ORG_DETAILSPV_PARTNER_PRIMARY_USERPermissiontoupdateorganizationdetailsintheCompanyProfilescreens.
IBE_INT_CONTACT_DETAILSPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERThispermissioniscurrentlynotsupported.
Althoughtheymayappearinsomeseededuserroles,theyarenon-functional.
6-14OraclePartnerManagementImplementationGuidePermissionRoleDescriptionIBE_INT_ORG_ADDRESS_BOOKPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERPermissiontoviewcompanyaddressbookintheCompanyProfilescreens.
IBE_INT_ORG_TELEX_NUMBERSPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERPermissiontoviewtelexnumbersofthecompanyintheCompanyProfilescreens.
IBE_CHECKOUTPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERAllowsausertoseeandusetheCheckoutbuttoninshoppingcart.
IBE_ASK_SALES_ASSISTANCEPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERAllowsausertorequestsalesassistanceinthecheckoutphase,andtodisagreewithtermsandconditions.
Ifauserdoesnothavethispermission,the'NeedSalesrepAssistance'buttonintheOrderReviewpage,andthe'Idisagree-NeedAssistance'buttonisnotdisplayed.
IBE_INT_ADMINISTRATORSPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERGivesuserspermissiontoviewprimaryusersoftheorganizationintheCompanyProfilescreens.
IBE_INT_ROLE_MANAGEMENTPV_PARTNER_PRIMARY_USERGivesuserspermissiontocreateandupdaterolesintheRoleManagementscreens.
IBE_INT_MANAGE_CONTACT_INFOPV_PARTNER_PRIMARY_USERGivesuserspermissiontoupdate,create,anddeletecorporateaddresses,e-mailaddresses,phonenumbers,andtelexnumbersintheCompanyProfilescreens.
IBE_INT_MANAGE_CONTACTPV_PARTNER_PRIMARY_USERGivesuserspermissiontoupdate,create,anddeletecorporateaddresses,e-mailaddresses,phonenumbers,andtelexnumbersintheCompanyProfilescreens.
IBE_INT_ASSIGN_ACCOUNTSPV_PARTNER_PRIMARY_USERGivesuserspermissiontoassignaccountsintheUserManagementscreens.
SettingUpthePartnerDashboard6-15PermissionRoleDescriptionIBE_INT_PENDING_APPROVALPV_PARTNER_PRIMARY_USERGivesuserspermissiontoapproveusersoftheorganizationinthePendingApprovalscreens.
IBE_CREATE_BILLTO_CONTACT_ADDRESSPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERAllowstheusertocreateanewaddressassociatedwiththebill-tocontactwhichwillhaveabill-torelationshipwiththebill-tocontact.
IBE_CREATE_SHIPTO_CONTACT_ADDRESSPV_PARTNER_PRIMARY_USERPV_PARTNER_BUSINESS_USERAllowstheusertocreateanewaddressassociatedwiththeship-tocontactwhichwillhaveaship-torelationshipwiththeship-tocontact.
VADUsersValue-addeddistributorsmightworkwiththeirownpartnerorganizations.
PartnerusersthataremembersofaVADhaveadditionalabilities.
VADuserswhomanagetheirorganization'spartnerscanbeassignedtheChannelManagerrole,whichprovidesthemwithvisibilityintopartnerinformation.
Inaddition,thefollowingpermissionscanbeassignedtoVADuserstogivethemadditionalpartnermanagementcapabilities:PV:ViewAllPartnerspermission:Allowsausertoviewinformationaboutallpartnersinhisorganization.
PV:UpdateAllPartnerspermission:Allowsausertoviewandupdateinformationaboutallpartnersinhisorganization.
PV:InviteNewPartnerspermission:Auserwiththispermissioncaninviteanorganizationtobecomeapartner.
TheuserseestheInviteNewPartnerbuttononhisPartnerspage.
CreatingPartnerProgramEnrollmentPagesInthepreviousrelease,theenrollmentflowprovidedasetofscreensthatcouldbeconfiguredtoallowthepartnertoenrollinaprogram.
Customerscouldnoteasilyformatenrollmentpagesorbrandenrollmentpagesbasedonpartnerclassifications.
Customerscouldnoteasilyaddadditionalcontenttoenrollmentpages.
OraclePartnerManagementleveragesthetemplatemanagementframeworktoaddresstheseusabilityconcerns.
Theregistrationframeworksupportsenrollments.
Theenrollmentpagesareembeddedintheregistrationflows.
UserscannowenrollintoaprogramfromthepartnerdashboardprovidedbyacommonfoundationcomponentcalledTemplateManagementFramework.
Thetopheaderrenders,tags.
Customerscanaddanythingthattheywouldliketoseepriortomenurenderinginthispage.
TheLeft1,Left2,Left3,Left4,Right1,Right2,Right3,Right4,Center1,Center2,Center3andCenter4templatesarepartoftheLayouttemplate.
6-16OraclePartnerManagementImplementationGuideThelayouttemplateincludesthecontentrenderingpartoftheenrollmentflow.
Thebottomheaderrenderstags.
Enrollmentpagesdonothavethemenusectionhierarchy.
So,themenutemplaterenderslogo,globaliconsandathinmenubarwithoutanysectionhierarchy.
Thefollowingfiguredisplaystheenrollmentflowtemplatewithtopheader,menu,andbottomheaderlocations.
EnrollmentFlowTemplateEachpageintheenrollmentflowhasdifferentdatathatneedstobeprocessedwhenuserclickstheNextbutton.
Hence,eachpageintheenrollmentflowhasseparatecontainerpages.
Tominimizetheamountofworkwhenacustomerwantstocustomizethelayout,thesamelayouttemplateispresentacrossallthepagesintheenrollmentflow.
Anychangeinthelayouttemplateisreflectedimmediatelyinallthepagesoftheenrollmentflow.
TheEnrollNow,Questionnaire,QuestionnaireSummary,Contract,PaymentAddress,PaymentInformation,PaymentConfirmationandThankyoupagesarecontainertemplates.
Thefollowingfigureillustratesthecontainertemplatesmentionedabove.
SettingUpthePartnerDashboard6-17ContainerTemplatesThefollowingtemplatesareusedinpartnerregistrationflow.
Forinformationonhowthesetemplatesareused,seeOracleiStoreImplementationGuide.
Processingpageforpartnertypesduringregistration:Processingpagetemplatetoprocessuserselectedpartnertypeandmembertypeduringselfregistrationofpartnerprimaryuser.
Displayspartnertypesduringregistration:Templatefordisplayingpartnertypeandmembertypeduringselfregistrationofpartnerprimary.
Displaysuserpreferencesduringregistration:Templatefordisplayingusercurrencyduringselfregistrationofpartnerprimaryuser,businessuser,usermanagement,usercreationanduserupdatepageinthepartnerdashboardprofile.
GivingPartnersAccesstotheLibraryAvendororganizationcangivepartnerusersaccesstotheorganization'slibraryfromthePartnerDashboard.
Toprovidepartnerswithaccesstothevendororganization'sLibrary,aLibrarylinkmustbeaddedtotheQuickLinksbinonthePartnerDashboard.
Throughpersonalization,avendorcanhidesomeofthesectionsofthelibrarythatareinappropriateforvendors.
AfteryouhaveaddedtheLibrarylinktothePartnerDashboard,loginasapartneruserandlookatallthesectionsinthecontentdetailspage.
Dependingonyourorganization'sbusinessrequirements,youmightdeterminethatsomesectionsshouldnotbeavailableforpartners.
Thesesectionsprovidehigh-levelinformationonusingpersonalization.
Foradditionalinformation,refertotheOracleApplicationPersonalizationFrameworkguide.
AddingaLibraryLinktothePartnerDashboardQuickLinksBinAllmenusthatareavailableforpartnerusersmustbemodifiedtoenableLibraryaccess.
YoumustidentifyallthepartnerresponsibilitiesforwhichyouwanttoprovideaLibrarylink,andthenidentifytheQuickLinksmenuusedbyeachresponsibility.
TheQuickLinksmenushouldbethemenuidentifiedbytheIBE:QuickLinksMenuprofileoption.
Forexample,forthePartnerSuperUserresponsibility,thismenuisPV_PARTNER_SUPER_USR_MAIN_MENU.
6-18OraclePartnerManagementImplementationGuidePrerequisitesThevendororganizationmusthavesetupsitesforallpartnerresponsibilitiesthatneedaccesstotheLibrarylink.
NavigationLogintoOraclewiththeSystemAdministratorresponsibility.
Steps:1.
NavigatetoApplication>FunctionandcreateanewfunctioncalledPV_LAUNCH_LIBRARY.
2.
Providethefollowingvaluesforthenewfunction.
Type:JSPInteropHTMLCall:pvxLaunch.
jspOAFunc=IBC_LIBRARY_PG&OAHP=PV_PARTNER_USR_HOME&OAPB=PV_PARTNER_USER_BRANDING3.
NavigatetoApplication>Menu.
4.
AddthePV_LAUNCH_LIBRARYfunctiontoPV_PARTNER_SUPER_USR_MAIN_MENU.
MakesurethatyouselectthePV_PARTNER_SUPER_USR_MAIN_MENU.
AmenutitledPV_PARTNER_SUPER_USER_MAIN_MENUmightbeavailable;thisisadifferentmenu.
5.
AddIBC_LIBRARYTAB_MENUsubmenuunderPV_PARTNER_SUPER_USR_ROOT_MENU.
6.
AddtheIBC_PRVEVIEW_PGfunctiontoPV_PARTNER_SUPER_USR_ROOT_MENU.
EnablingPersonalizationforPartnerResponsibilitiesUsethisproceduretoenablepersonalizationforpartnerresponsibilities.
PrerequisitesNoneNavigationLogontoOracleFormswiththeSystemAdministratorresponsibilityandnavigatetoProfile>System.
Notes:SetthefollowingprofileoptionstoYesattheuserlevelforeachpartneruserthathasaccesstoeachofthesepartnersitesthatareassociatedwithpartnerresponsibilities,whichneedtoprovideaccesstothelibrarylink:PersonalizeSelf-ServiceDefnFND:PersonalizationRegionLinkEnabledPersonalizingLibraryInformationforPartnerResponsibilitiesPersonalizationisusedtohidesomeoftheinformationthatappearsintheLibrary.
Thisprocedureprovidesinstructionsforhidingcategoriesfrompartnerusers.
DependingonSettingUpthePartnerDashboard6-19businessrequirements,avendororganizationmighthavenumerousLibrarycategoriestohideoronlyafew.
Thepersonalizationsdocumentedinthisproceduremustbeperformedforeachpartnerresponsibilitythatisusedinyourimplementation.
PrerequisitesNoneNavigationLogintotheOracleHTMLapplicationasapartneruser,andnavigatetotheuser'sPartnerDashboard.
Then,navigatetoLibrary>ContentLibrary>Browsecategories,andselecttheanycategorythathassomecontentitemsdefined.
Drilldowninanycontentnametolookatcontentitemdetails.
Steps:1.
ClicktheglobalPersonalizationlinkoriconthatappearsatthetopofthepage.
TheChoosePersonalizationContextpageappears.
2.
UnchecktheSiteIncludedcheckbox.
3.
Removetheorganizationname.
4.
Makesurethattheappropriatepartnerresponsibilityisselectedintheresponsibilityfield.
5.
ClickApply.
6.
LocatetheHeader:line,clicktheUpdateicon,andchangetheRenderedvaluetoFalse.
ThenclickApplytoapplythechanges.
Repeatthisproceduretohideallthecategoriesthatshouldbeunavailabletopartnerusers.
DisablingthePersonalizationGlobalIconItisnotrecommendedthatpartnerusershaveaccesstoPersonalization.
InEnablingPersonalizationforPartnerResponsibilitiesyouturnedonpersonalizationforeachpartnerresponsibilitysothatselectedcategoriescouldbedisabledinthepartner'sversionofthelibrary.
Inthisprocedure,youturnoffpersonalizationforthesameuser.
PrerequisitesNoneNavigationLogontoOracleFormswiththeSystemAdministratorresponsibilityandnavigatetoProfile>System.
NotesSetthefollowingprofileoptionstoNoorNullattheuserlevelforeachpartnerresponsibility:PersonalizeSelf-ServiceDefnFND:PersonalizationRegionLinkEnabled6-20OraclePartnerManagementImplementationGuideProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforthePartnerDashboardtofunctionproperly.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsforthePartnerDashboard.
SettingUpthePartnerDashboard6-217SettingUptheChannelManagerDashboardThischaptercoversthefollowingtopics:OverviewVendorUserDataVisibilitySettingUpGraphsintheChannelManagerDashboardWorkflowBusinessEventsProfileOptionsConcurrentProgramsOverviewTheChannelManagerDashboardprovidesvendoruserswithaneasytouse,configurableuserinterfacetohelpthemwithdaytodayresponsibilities.
Itprovidesthemwitha360degreeviewoftheirpartnersandactivities,therebyenablingthemtomakeinformeddecisions.
TheChannelManagerDashboardprovidesvendoremployeeswithaKeyMetricsbin,chartsandgraphsthatdisplaythesalesperformanceofpartners,aQuickLinksbin,andapartnersearch.
Vendoremployeescanperformadvancedpartnersearchesforpartnersbasedonprofileattributes.
AvendoremployeecanaccessthedashboardifhehasbeenassignedtheChannelManagerresponsibility.
Theinformationavailableonauser'sdashboardisfurtherdeterminedbychannelteammembership,resourcerole,andpermissions.
Inthischapter,wedescribehowauser'srolesandpermissionsaffectwhatheseesonadashboard,andhowtheSalesPerformanceGraphissetupandpopulated.
Forinformationoncreatingvendorusersandassigningrolesandpermissionstothem,refertoSettingupVendorUsers,page4-1.
VendorUserDataVisibilityAvendoruser'sresourceroleandpermissionsdeterminethepartnerdataheseesinthreeareasontheChannelManagerDashboard:theKeyMetricsbin,theSalesPerformancegraphs,andtheMyPartnerslist.
SettingUptheChannelManagerDashboard7-1KeyMetricsBinandSalesPerformanceGraphsTheKeyMetricsbinandtheSalesPerformancegraphsprovidestatisticalinformationabouttheperformanceofpartnerswhosedatatheusercanviewandupdate.
Avendorusergainsaccesstopartnerdataintwoways:Channelteammembership:Avendoruserwhoisamemberofapartner'schannelteamcanaccessinformationaboutapartner,andissaidto"manage"thepartner.
TheKeyMetricsbinandtheSalesPerformancegraphsdisplaystatisticsforallthepartnersforwhichtheuserisachannelteammember.
Avendoruserisassignedtoachannelteamautomaticallyaccordingtotheorganization'sPartnerManagementterritoryhierarchy.
RefertoSettingupTerritoriesinOracleTerritoryManager,page3-6forinformationonsettingupthePartnerManagementterritoryandusingittocreatechannelteams.
Inaddition,ausercanbeaddedtoapartner'schannelteammanuallybyauserwiththeappropriatepermission.
Whenauserisaddedtoapartnerteammanually,anoptioncanbesetthatinsuresthattheuserwillremainonthechannelteamevenifthereisaterritoryreorganization.
Resourcegrouprole:TheroleassignedtoauserwithinaresourcegroupcanalsoaffecttheinformationthatappearsinhisKeyMetricsbinandSalesPerformancegraph:Auserwiththechannelrepresentativeroleseesinformationaboutpartnersforwhichheisamemberofthesalesteam.
Auserwiththechannelmanagerroleseesinformationaboutapartnerifheisamemberofthepartner'ssalesteam.
Inaddition,thechannelmanageralsoseesinformationaboutallpartnersthatthegroup'schannelrepresentativesmanage.
Ifagroupisaparentgroup,thechannelmanagercanalsoseeinformationaboutpartnersmanagedbychannelmanagersandchannelrepresentativesinallthechildgroupsaswell.
PartnerSearchResultsTheMyPartnersareaoftheChannelManagerDashboardliststheresultsofapartnersearch.
Auser'sresourceroleandpermissionsdeterminethepartnersthatarereturnedbyasearchandwhatactionsausercantakeuponthosepartners(forexample,view,update,invite).
ChannelRepresentativeRole:AuserwiththeChannelRepresentativerole'spartnersearchwillreturnpartnersthathemanages.
Thechannelrepresentativecanviewandupdateinformationaboutthesepartners.
ChannelManagerRole:AuserwiththeChannelManagerrole'ssearchwillreturnbothpartnersthathemanagesandpartnersthataremanagedbychannelrepresentativesinhisgroup.
Inaddition,ifthechannelmanager'sgroupisaparentgroup,hissearchresultswillincludepartnersmanagedbychannelmanagersandchannelrepresentativesinchildgroups.
Thechannelmanagercanviewandupdateinformationaboutthesepartners.
PV:ViewAllPartnerspermission:Ifauserhasthispermission,hissearchresultscancontainpartnersownedbyanyotherchannelmanagerorchannelrepresentativeintheorganization,aswellashisownpartners.
Auserwiththispermissioncanviewandupdateinformationaboutpartnersthathemanagesdirectly;hecan7-2OraclePartnerManagementImplementationGuideonlyviewinformationaboutpartnersmanagedbyotherusers.
Thispermissioncanbeassignedtouserswithanyrole.
PV:UpdateAllPartnerspermission:Ifauserhasthispermission,hissearchresultscancontainpartnersownedbyanyotherchannelmanagerorchannelrepresentativeintheorganization,aswellashisownpartners.
Auserwiththispermissioncanviewandupdateinformationaboutallpartnersinthesystem.
TheuseralsoseestheCreateasListbuttononhisPartnerspage,whichallowshimtocreateapartnerlist.
Thispermissioncanbeassignedtouserswithanyrole.
PV:InviteNewPartnerspermission:Ifauserhasthispermission,heisabletoinviteanorganizationtobecomeapartner.
TheuserseestheInviteNewPartnerbuttononhisPartnerspage.
Thispermissioncanbeassignedtouserswithanyrole.
Statisticalinformationaboutthepartnersthatausermanages,eitherdirectlyasachannelteammemberorindirectlyasachannelmanager,appearsintheuser'sKeyMetricsbinandSalesPerformancegraph.
Informationaboutpartnersthattheuserdoesnotmanage,butcanaccessbecauseofthePV:ViewAllPartnersorPV:UpdateAllPartnerspermissions,isnotincludedinhisstatisticaloverviewinformation.
Thefollowingtableprovidesdetailsaboutwhatinformationuserswithspecificroleandpermissionassignmentscansee.
NotethatthetablealsoprovidesinformationaboutwhatDistributorscansee.
ADistributorisapartneruserwhoalsohasfunctionalitysimilartothatofvendorusers.
RolesandPermissionsUserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionVendorEmployee-ChannelManagerYNNNCanviewandupdateallpartnersthataremanagedbytheloggedinuserandaswellaspartnersthataremanagedbychannelmanagersorchannelrepresentativesreportingtotheloggedinuser.
Cannotinvitenewpartnerstojoinaprogram.
SettingUptheChannelManagerDashboard7-3UserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionVendorEmployee-ChannelManagerYYN/ANCanviewandupdateanypartnersinthesystem.
Cannotinvitenewpartnerstojoinaprogram.
VendorEmployee-ChannelManagerYNYNCanviewanypartnersinthesystem.
Canupdateonlythosepartnersthataremanagedbytheloggedinuserandpartnersthataremanagedbychannelmanagersorchannelrepresentativesreportingtotheloggedinuser.
Cannotinvitenewpartnerstojoinaprogram.
VendorEmployee-ChannelManagerYNYYCanviewandupdateallthepartnersthataremanagedbytheloggedinuserandpartnersthataremanagedbychannelmanagersorchannelrepresentativesreportingtotheloggedinuser.
Caninvitenewpartnerstojointoapartnerprogram7-4OraclePartnerManagementImplementationGuideUserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionVendorEmployee-ChannelManagerYYN/AYCanviewandupdateanypartnersinthesystem.
Caninvitenewpartnerstojoinaprogram.
VendorEmployee-ChannelManagerYNYYCanviewanypartnersinthesystem.
Canupdateonlythosepartnersthataremanagedbytheloggedinuserandaswellasthepartnersthataremanagedbythechannelmanagersorchannelrepresentativesreportingtotheloggedinuser.
Caninvitenewpartnerstojointoapartnerprogram.
VendorEmployee-ChannelRepNNNNCanviewandupdateonlythepartnersthataremanagedbytheloggedinuser.
Cannotinvitenewpartnerstojointoapartnerprogram.
SettingUptheChannelManagerDashboard7-5UserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionVendorEmployee-ChannelRepNYN/ANCanviewandupdateanypartnersinthesystem.
Cannotinvitenewpartnerstojointoapartnerprogram.
VendorEmployee-ChannelRepNNYNCanviewanypartnersinthesystem.
Canupdateonlythosepartnersthataremanagedbytheloggedinuser.
Cannotinvitenewpartnerstojoinaprogram.
VendorEmployee-ChannelRepNNNYCanviewandupdateallthepartnersthataremanagedbytheloggedinuser.
Caninvitenewpartnerstojointoapartnerprogram.
VendorEmployee-ChannelRepNYN/AYCanviewandupdateanypartnersinthesystem.
Caninvitenewpartnerstojointoapartnerprogram.
7-6OraclePartnerManagementImplementationGuideUserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionVendorEmployee-ChannelRepNNYYCanviewanypartnersinthesystem.
Canupdateonlythosepartnersthataremanagedbytheloggedinuser.
Caninvitenewpartnerstojoinaprogram.
VendorEmployee-AnyotherroleYNNN/ACanviewpartnersthataremanagedbythechannelmanagersorchannelrepresentativesthatreporttotheloggedinuser.
Theloggedinusercannotupdatepartnerdetails.
TheloggedinusercannotinvitenewpartnerstojoinAprogram.
SettingUptheChannelManagerDashboard7-7UserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionDistributor-ChannelManagerYN/AN/ANCanviewonlythepartnersthataremanagedbytheloggedinuserandaswellasthepartnersthataremanagedbythechannelmanagersorchannelrepresentativesreportingtotheloggedinuser.
Cannotinvitenewpartnerstojoinaprogram.
Distributor-ChannelManagerYN/AN/AYCanviewonlythepartnersthataremanagedbytheloggedinuserandaswellasthepartnersthataremanagedbythechannelmanagersorchannelrepresentativesreportingtotheloggedinuser.
Caninvitenewpartnerstojoinaprogram.
Distributor-ChannelRepNN/AN/ANCanviewonlythepartnersthataremanagedbytheloggedinuser.
Cannotinvitenewpartnerstojointoapartnerprogram7-8OraclePartnerManagementImplementationGuideUserType-ResourceRoleManagerinResourceGroupHierarchyPV:UpdateAllPartnersPV:ViewAllPartnersPV:InviteNewPartnersDescriptionDistributor-ChannelRepNN/AN/AYCanviewonlythepartnersthataremanagedbytheloggedinuser.
Caninvitenewpartnerstojoinaprogram.
Distributor-AnyOtherRoleN/AN/AN/AN/ANoaccesstopartnerdetails.
Distributor-AnyRoleN/AN/AN/AN/ANoaccesstopartnerdetails.
SettingUpGraphsintheChannelManagerDashboardForthegraphsinthechannelmanagerdashboardtobedisplayedcorrectly,theAccountingCalendarmustbesetupandthentheRefreshASperioddaysconcurrentprogrammustberun.
SettinguptheAccountingCalendarTheAccountingCalendarissetupfromtheOracleGeneralLedgerapplication.
UnlessyouareimplementingOraclePartnerManagementasastand-aloneapplication,theAccountingCalendarhasmostlikelybeensetupalready.
TheAccountingCalendarissetupinOracleFormsbyauserwiththeGeneralLedgerSuperUserresponsibility.
PopulatingtheGraphThex-axisoftheSalesInformationgraphispopulatedwithdatastoredintheas_period_daystable.
RunningtheRefreshASperioddaysconcurrentprogrampopulatesthistablewithdataformtheGeneralLedgerAccountingCalendar.
Thegraph'sy-axisispopulatedwithSalesdata.
WorkflowBusinessEventsAbusinesseventisanyeventthatmightbeofinteresttocustomersordevelopmentteams.
Forexample,thecreationofapartnermightbeabusinessevent.
Theassignmentofopportunitytoapartnermightbeanotherexampleofabusinessevent.
SettingUptheChannelManagerDashboard7-9WorkflowEventSubscriptionsEventSubscriptionstoabusinesseventtypicallyperformanyorallofthefollowingactions:Executionofcustompl/sqlcodeSendingthebusinesseventtoapredefinedworkflowprocessAsynchronousmessagingusingOracleAdvancedQueuingEventsubscriptionscanbeenabledordisabledusingauserinterface.
Youdonothavetochangethecode.
OraclePartnerManagementprovidesfeaturestoassignindirectopportunitiestopartners,invitepartnerstoenrollintoaprogramandtoolstodetermineperformanceofpartners.
Partnertransactionslikeopportunityassignment,programenrollmentetc.
requiresthepartnerstatustobeactive.
Todetermineifapartnerisactive,thefollowingconditionsneedtobetrue:Relationshipbetweenpartnerandvendorstatusisactiveandrelationshipisnotenddated.
PartnerOrganizationstatusisactiveVendorOrganizationstatusisactiveResourcerecordtiedtothepartnerisactiveinCRMresourcemanagerWheneverthepartnerstatuschanges(fromactivetoinactiveorvice-versa),anOracleWorkflowbusinesseventisraisedtoindicateachangeinthestatusofthepartner.
CustomerscansubscribetothepartnerstatusbusinesseventtotakeappropriateactionusingtheDefineBusinessEventSubscriptionsUIavailableundertheWorkflowAdministratorEventManagerresponsibility.
TheWorkflowBusinessEventisseededintheAddBusinessEvent/EventGroupUIavailableunderWorkflowAdministratorEventManagerresponsibilityasfollows:ColumnNameValueInternalNameoracle.
apps.
pv.
partner.
Profile.
updateStatusDisplayNameoracle.
apps.
pv.
partner.
Profile.
updateStatusDescriptionThiseventisraisedeverytimethepartnerstatuschanges.
StatusEnabledOwnerNameOraclePartnerRelationshipManagerOwnerTagPVCustomizationLevelLimitEventOrganizationUpdateEachtimeanorganization-relatedpartnerqualifier(forexample,Partnername,Annualrevenue,Numberofemployee,Customercategoryandsoon)valueschange,aworkflowbusinesseventoracle.
apps.
ar.
hz.
Organization.
updateisraisedtoindicatethattheorganizationinformationisupdated.
7-10OraclePartnerManagementImplementationGuideThefollowingtableliststhesubscriptionsetupdetailsforanorganization.
SubscriptionSetupDetailsColumnNameValueSystemSEED11.
WORLDSourceTypeLocalEventFilteroracle.
apps.
ar.
hz.
Organization.
updateSourceAgent-Phase50StatusEnabledRuleDataKeyCustomizationLevelLimitRuleFunctionpv_tap_bes_pkg.
organization_update_postWorkflowType-WorkflowProcess-OutAgent-ToAgent-PriorityNormalParameters-OwnerNamePartnerRelationshipManagerOwnerTagPVDescriptionCreateachangedpartnerrecordinPV_TAP_BATCH_CHG_PARTNERStable,wheneverthereisanupdationinorganizationrelatedpartnerqualifiers,resultinginre-definitionofChannelteamforthatPartnerOrganization.
EventPartysiteUpdateEachtimeapartysiterelatedpartnerqualifier(forexample,Identifying_address_flag,statusandsoon)valuechanges,aworkflowbusinesseventoracle.
apps.
ar.
hz.
PartySite.
updateisraisedtoindicatethatthepartysiteinformationisupdated.
Thefollowingtableliststhesubscriptionsetupdetailsforapartysite.
SettingUptheChannelManagerDashboard7-11SubscriptionSetupDetailsColumnNameValueSystemSEED11.
WORLDSourceTypeLocalEventFilteroracle.
apps.
ar.
hz.
PartySite.
updateSourceAgent-Phase50StatusEnabledRuleDataKeyCustomizationLevelLimitRuleFunctionpv_tap_bes_pkg.
partysite_update_postWorkflowType-WorkflowProcess-OutAgent-ToAgent-PriorityNormalParameters-OwnerNamePartnerRelationshipManagerOwnerTagPVDescriptionCreateachangedpartnerrecordinthePV_TAP_BATCH_CHG_PARTNERStable,wheneverthereisachangeintheorganizationpartysiterelatedpartnerqualifiers,resultinginre-definitionofChannelteamforthatPartnerOrganization.
EventLocationUpdateEachtimealocation-relatedpartnerqualifier(e.
g.
City,County,Country,Postalcode,Province,Stateetc.
)valuechanged,aworkflowbusinesseventoracle.
apps.
ar.
hz.
Location.
updateisraisedtoindicatethatlocationinformationgotupdated.
AcodeattachedtotheRulefunctionofthesubscriptionexecutes.
Thefollowingtableliststhesubscriptionsetupdetailsforalocation.
7-12OraclePartnerManagementImplementationGuideSubscriptionSetupDetailsColumnNameValueSystemSEED11.
WORLDSourceTypeLocalEventFilteroracle.
apps.
ar.
hz.
Location.
updateSourceAgent-Phase50StatusEnabledRuleDataKeyCustomizationLevelLimitRuleFunctionpv_tap_bes_pkg.
location_update_postWorkflowType-WorkflowProcess-OutAgent-ToAgent-PriorityNormalParameters-OwnerNamePartnerRelationshipManagerOwnerTagPVDescriptionCreateachangedpartnerrecordinPV_TAP_BATCH_CHG_PARTNERStable,wheneverthereisanupdationinorganizationlocationrelatedpartnerqualifiers,resultinginre-definitionofChannelteamforthatPartnerOrganization.
EventContactPointUpdateEachtimeacontactpointrelatedpartnerqualifier(forexample,AreaCode)change,aworkflowbusinesseventoracle.
apps.
ar.
hz.
ContactPoint.
updateisraisedtoindicatethatcontactpointinformationisupdated.
Thefollowingtableliststhesubscriptionsetupdetailsforacontactpoint.
SettingUptheChannelManagerDashboard7-13SubscriptionSetupDetailsColumnNameValueSystemSEED11.
WORLDSourceTypeLocalEventFilteroracle.
apps.
ar.
hz.
ContactPoint.
updateSourceAgent-Phase50StatusEnabledRuleDataKeyCustomizationLevelLimitRuleFunctionpv_tap_bes_pkg.
contactpointupdate_postWorkflowType-WorkflowProcess-OutAgent-ToAgent-PriorityNormalParameters-OwnerNamePartnerRelationshipManagerProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetfortheChannelManagerDashboardtofunctionproperly.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsfortheChannelManagerDashboard.
ConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyfortheChannelManagerDashboard.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
7-14OraclePartnerManagementImplementationGuide8SettingUpPartnerProgramsThischaptercoversthefollowingtopics:OverviewSettingUpProgramTypesSettingUpProgramsinOracleInventorySpecifyingtheLocationofPriceListsSettingUpPaymentOptionsSettingupProgramBenefitsSettingUpLockingRulesSettingUpMandatoryRulesSettingupProgramContractsSettingUpPartnerProgramOverviewsMappingPartnerResponsibilitiestoProgramsTCAEventsandSubscriptionsProfileOptionsLookupsConcurrentProgramsOverviewProgramsareusedtosegmentpartnersandprovidethemwithbenefits.
Vendorscancreateprogramsforexistingpartnersaswellasnewpartners.
Vendorscanalsorecruitandmaintainpartnerswithspecificincentivepackages.
Thishelpsincreaseandmaintainastrongpartnercommunitythatfurtherhelpstoincreaseoverallmarketshareandrevenues.
Vendorscanalsocustomizeprogramstorecruitnewpartnersandmotivateexistingpartners.
Programscanbecreatedforgroupsofpartnertypes,forexample,ValueAddedResellers(VARs),OriginalEquipmentManufacturers,andProspects.
Vendorscanorganizeandofferspecificbenefitstopartners.
Benefitssuchassalesopportunities,productinformation,marketingcollateral,services,andtrainingcanbegroupedwithinaprogram.
Partnerscangainaccesstothebenefitsbyenrollingintoaprogramthatprovidesthesebenefits.
SettingUpPartnerPrograms8-1Examplesofbenefitsthatcanbeassociatedwithapartnerprogramincludethefollowing:Referrals-Apartnerrefersbusinesstothevendorandreceivescompensationwhenthereferralisconvertedtoanorder.
DealRegistrations-Apartnerregistersadealwiththevendorfornon-competitionpurposes.
SpecialPricingRequests-Apartnerrequestsfordiscountsfornewlypurchasedinventoryortomoveexistinginventory.
FundRequests-Apartnercanrequestforfundstocarryoutcertainmarketingactivities.
OpportunityManagement-Apartneriseligibletoreceiveopportunitiesfromthevendor.
Partnerprogramsconsistofnumerousfeatures,manyofwhichareavailablethroughintegrationswithotherOracleapplications.
Duringimplementation,andaspartofon-goingadministration,achanneladministratorisresponsibleforthefollowingtasks:SettingupprogramtypesandspecifyingprogramapproversAddingprogramstoOracleInventorySpecifyingpriceliststobeusedforprogramsSettinguppaymentmethodsSettingupprogrambenefits,suchasopportunitymanagement,specialpricing,ordealreferralandregistrationMakingsurethatprogramcontractshavebeensetupinOracleContractManagementSettingupmandatoryandlockingrulesAdjustingchannelmanagers'permissionsinOracleContentManagement,whichisusedtostorepartnerprogramoverviewinformationSpecifyingthetypeoftexteditortobeusedtocreatepartnerprogramoverviewsMappingpartnerresponsibilitiestoprogramsOncethechanneladministrator'spartnerprogramsetuptasksarecompleted,channelmanagershaveallthetoolstheyneedtocreateandmanageactualpartnerprograms.
Forinformationoncreatingandmanagingpartnerprograms,refertotheOraclePartnerManagementVendorUsersGuide.
SettingUpProgramTypesThechanneladministratorisresponsibleforspecifyingtheprogramtypesthatwillbeavailableforprogramcreation.
Aprogramtypedefinesthetypeofpartnersthatcanenrollintheprogram(forexample,distributors,VADs,orresellers)andidentifiescertainusersasprogramapprovers.
Theapproverswillberesponsibleforapprovingnewprogramscreatedbychannelmanagers.
Aprogrammustbeapprovedbeforepartnerscanenrollinit.
TheOracleMarketingFramework(AMS:GenericApprovalFramework)isusedtorouteapprovalrequestsandnotifications,andgetapprovals.
Forausertobeavailableasapartnerprogramapprover,hemustbesetupasanapproverintheOracleMarketing8-2OraclePartnerManagementImplementationGuideapprovalsframework.
Formoreinformationontheframework,seeOracleMarketingImplementationGuide.
Usethisproceduretosetupaprogramtype.
NavigationLogonwiththechanneladministratorresponsibilityandnavigatetoPrograms>ProgramType,thenclickCreateTypetoaccesstheCreatePartnerProgramTypepage.
PrerequisitesNone.
NotesPartnerTypes:ThepartnersavailableinthislistaredeterminedbythetypesofpartnersspecifiedinthePartnerTypepartnerprofileattribute.
Youcanselectmultiplepartnertypes.
Approvers:Specifyoneormoreuserswhowillberesponsibleforapprovingprograms.
Notethattheapproversspecifiedhereareresponsibleforapprovingprogramssetupbychannelmanagers.
Adifferentapprovalsystemisusedtoapproverpartnerprogramenrollmentrequests.
Order:Ifmultipleapproversarerequired,setupanapprovalorder.
Type:SelectUserfromthelist,andthensearchfortheuserintheUserRolefield.
Iftheprogramcreatorandtheapproverarethesameperson,theprogramisapprovedautomatically.
SettingUpProgramsinOracleInventoryFrequently,partnersmustpayafeebeforetheycanjoinapartnerprogram.
Ifafeeisassociatedwithprogramenrollment,anordermustbecreatedfortheprograminOracleMarketing;foranordertobecreated,thepartnerprogrammustbesetupasaninventoryiteminOracleInventory.
TosetuppartnerprogramsinOracleInventory,thechanneladministratormustcompletethefollowing:Specifytheinventoryorganizationinwhichprogramswillbestored.
SetthePV:ConcatenatedInventoryFlexSegmentsforProgramprofileoptiontoaddpartnerprogramstoOracleInventory.
IfthevendororganizationisimplementingOraclePartnerManagementasastandaloneapplication,inventorycategoriesanditemsmightneedtobesetupaswell.
RefertotheOracleInventoryUsersGuideformoreinformation.
SettingtheAMSItemValidationMasterOrganizationProfileOptionTheAMSItemValidationMasterOrganizationprofileoptionisusedtodeterminetheinventoryorganizationinwhichpartnerprogramswillbestoredasitems.
Theprofilesettingshouldbethenameoftheorganization.
SettingthePV:ConcatenatedInventoryFlexSegmentforProgramProfileOptionInventoryitemsareaddedusingakeyflexfield.
PartnerManagementusesthePV:ConcatenatedInventoryFlexSegmentsforProgramprofileoptiontopopulateSettingUpPartnerPrograms8-3theflexfieldwithinformationthatcreatesapartnerprograminventoryitem.
OracleInventoryusesoneofthesegmentsintheflexfieldtouniquelyidentifyeachinventoryitem;eachOracleapplicationthatsetsupinventoryitemsmustpopulatethissegmentwithinformationthatuniquelyidentifiesitsitems.
Othersegmentsintheflexfieldareusedtoprovideadditionalinformationabouttheitem(suchascompanynameorbusinessunit).
Tosetthisprofileoptionproperly,youneedtodeterminethefollowing:Whatvaluesmustbespecifiedinthesegmentsthatprecedethesegmentthatuniquelyidentifiestheinventoryitem.
Thestyleofsegmentdelimiter.
Whenyousettheprofileoption,youspecifyappropriatevaluesfortheprecedingsegmentsandenterthecodefortheprogram.
Then,youenterthevaluePV_PRGRM_FLEX_CODEforthesegmentthatwillprovidetheinformationrequiredtosetupthepartnerprogramasanInventoryitem.
Forexample,supposethatthevendororganization'sInventorykeyflexfieldusesfoursegmentstospecifyaninventoryitem,anduses".
"asthedelimiter:Segment1:Companyname=VENDORSegment2:Businessunit=SOFTWARESegment3:Businesssubunit=EBUSSegment4:InventoryitemidentifierForthisorganization,thePV:ConcatenatedInventoryFlexSegmentforProgramprofileoptionwouldbepopulatedasfollowsVENDOR.
SOFTWARE.
EBUS.
PV_PRGRM_FLEX_CODE,wherethePR_PRGRM_FLEX_CODEconcatenatesthefirstfivelettersofthepartnerprogram'snamewiththeprogram_idvalue,whichispopulatedbythedatabasewhenthepartnerprogramiscreated.
ForaprogramcalledDistributorsGoldProgram,theinventoryflexfieldwouldbepopulatedasfollows:VENDOR.
SOFTWARE.
EBUS.
DISTRPV123,where"PV123"istheprogram_idassignedbythedatabase.
SpecifyingtheLocationofPriceListsPartnersmightbechargedtoenrollintoapartnerprogram.
Thus,partnerprogramsmustbeassociatedwithpricelists,whichcanbeusedtodeterminetheappropriateprogrampriceforeachpartner.
Whenthechannelmanagercreatesapartnerprogram,heselectedwhichpricelistorpricelistswillbeusedfortheprogram.
Ifmultiplepricelistsareused,thechannelmanagermustdefineprecedencesothattheappropriatepriceisselected.
PartnerProgramscanbepricedusingeithertheOracleAdvancedPricingortheOracleOrderManagementapplication.
ThechanneladministratorspecifieswhichapplicationisusedbysettingtheprofileoptionQP:SourceSystemCode.
ThisprofileissetattheApplicationlevel;whentheprofileisset,thevalueprovidedisthenameofthepricingapplicationtobeused.
Formoreinformationonsettinguppricing,refertoOracleAdvancedPricingUser'sGuideortheOracleMarketingImplementationGuide.
8-4OraclePartnerManagementImplementationGuideSettingUpPaymentOptionsAvarietyofpaymentmethodscanbesetuptohelppartnerspayprogramenrollmentfeesconveniently.
Paymentmethodscanincludecash,credit,check,orpurchaseorder.
Paymentmethodsaresetupbasedongeographicalregions,whichallowsthevendortosetupdifferentpaymentoptionsforpartnerslocatedindifferentcountriesorregions,ifnecessary.
ThegeographicregionsusedtospecifypaymentoptionsaresetupinOracleMarketing.
Geographicinformationmayalreadybesetupforyourimplementation.
However,ifitisnot,itcanbesetupbyauserwithOracleMarketingadministrationaccess.
RefertotheOracleMarketingImplementationandAdministrationGuideforadditionalinformation.
UsethisproceduretoaddapaymentruletospecifyavailablepaymentmethodsbygeographicregionsfromthePaymentOptionDetailspage.
NavigationLogonasthechanneladministratorandnavigatetoPrograms>PaymentMethods,andthenclickAddPaymentRuletoaccessthePaymentOptionDetailspagePrerequisitesNone.
NotesGeographyLevel:Indicatesthelevelatwhichthepaymentoptionapplies,forexample,countryorstate.
GeographicRegion:Furtherdefinesthegeographicinformation.
TheregionsoptionsaredeterminedbytheGeographyLevelselectedpreviously.
Forexample,ifyouselectCountryastheGeographyLevel,theLookupforGeographicRegionlistsallcountriesstoredintheOracleMarketingapplication.
SelectPaymentMethod:PaymentmethodchoicesavailablearedeterminedbytheunionoftwoLookups:PAYMENTTYPE:ThisisanOracleOrderManagementLookup,andprovidesthemethodsCash,Check,andCreditCard.
PV_PAYMENT_TYPE:ThisisanOraclePartnerManagementLookup,andprovidesthemethodPurchaseOrder.
SettingupProgramBenefitsAbenefitisafeatureofaprogramthatprovidesvaluetoapartner,forexample:AccesstofundsformarketingorotherpromotionalactivitiesAbilitytorequestspecialpricingIncentivesforreferringbusinesstothevendorAccesstomailinglistsoriStoreAbenefitcanbeassociatedwithoneormorepartnerprograms.
Benefitsareassociatedwithpartnerprograms,andaregrantedtoapartnerorganizationthroughpartnerprogramenrollment.
ThechanneladministratorsetsupbenefitsfromtheBenefitAdministrationpage.
Whensettingupabenefit,theadministratorselectsthetypeofbenefittobecreatedfromSettingUpPartnerPrograms8-5thelistofavailablebenefits,whichincludedealregistration,softfund,referral,andother.
Numerousbenefitsofthesametypecanbesetup;forexample,thevendormightwanttoofferdifferentsoftfundbenefitstodifferenttypesofpartners.
Settingupasoftfund(alsoreferredtoasapartnerfund),dealregistration,orreferralbenefitinvolvesspecifyingadditionalsteps,suchasassigningabudgettothebenefitorassociatingproductswithit.
Additionalinformationaboutcreatingadealregistrationbenefit,partnerfundbenefit,andreferralbenefitispresentedineachbenefit'sspecificchapter.
Opportunitymanagementandspecialpricingfunctionalityarealsomadeavailabletopartnersthroughbenefitcreation.
Tosetupthesetypesofbenefits(aswellasbenefitssuchasaccesstomailinglistsoriStores),thechannelmanagercreatesabenefitoftypeOther.
RefertothechaptersonSpecialPricingandOpportunityManagementformoreinformation.
Abenefit'sstatusmustbeActivebeforeitcanbeavailableforuseinapartnerprogram.
SettingUpLockingRulesAlockingrulelocksapartnerprogramfieldtofurtherediting.
Morespecificallyalockingrulespecifiesthatafieldcannotbeeditedwhenthepartnerprogramisinacertainstatus.
Forexample,youmightwanttolocksomefieldsonceaprogrambecomesActive.
NavigationLoginasthechanneladministratorandnavigatetoPrograms>LockingRules.
PrerequisitesNone.
NotesObjectAttribute:Selecttheflowforwhichyouarecreatingthelockingrule.
Thelistofavailablefieldsisupdatedtoreflectthefieldscontainedintheflowselected.
SystemStatus:Selecttheprogramstatusthatwillcauseselectedfieldstobecomelocked.
SettingUpMandatoryRulesMandatoryrulesallowyoutospecifyfieldsthatarerequiredforprogramcreation.
Youcancreatemandatoryrulesforeachfeatureorflowthatyousetupforapartnerprogram.
NavigationLoginasthechanneladministratorandnavigatetoPrograms>LockingRules.
PrerequisitesNone.
NotesObjectAttribute:Selectthefeatureorflowforwhichyouarecreatingthemandatoryrule.
Thelistofavailablefieldsisupdatedtoreflectthefieldscontainedintheobjectattributeselected.
8-6OraclePartnerManagementImplementationGuideSettingupProgramContractsAvendorcanassociatelegaltermsandconditionswithmembershipinapartnerprogram.
Termsandconditionsarelistedinacontract,whichispresentedtoapartneruserwhotheprogramenrollmentprocess.
Ifthepartneragreestotheterms,thepartneruserthensubmitsthesignedcontracttothevendorviafaxorregularmail.
OraclePartnerManagementintegrateswiththeOracleContractManagement,whichallowsthevendortocreateandmanagecontracts.
Acontracttemplatecanbeattachedtoaprogrambasedongeography,programtype,andmembertype.
Membertypecanbeusedtopresentglobalpartnerswithcontractsthatdifferfromcontractspresentedtostandardorsubsidiarypartners.
InOraclePartnerManagement,thecontracttemplateisdisplayedandnottheactualcontract.
Thechannelmanagerselectsthetypeofcontractorcontractsthathewantstoassociatewithaprogramandattachesittoapartnerprogram.
OncethepartnerclicksonAccept/PrintandFax/Rejectduringtheenrollment,anewcontractiscreated.
Settingupprogramcontractsinvolvestwotasks:SettingupcontracttemplatesSettingupcontractapprovaloptionsSettingupContractTemplatesForacontracttobeavailableinOraclePartnerManagement,thechanneladministratororauserwithaccesstoOracleContractManagementmustcreatecontracttemplatesunderthePartnerContractscategory.
ContracttemplatesarecreatedandstoredintheOracleContractManagementCoreapplication.
Thelegaltermsthatavendororganizationwantspartnerstoagreetomightdifferbasedonapartner'sgeographiclocationorpartnermembertype.
Thus,numerouspartnerprogramcontracttemplatesmayneedtobesetupinOracleContractManagement.
Thechannelmanagerthenselectsthecontractsthathewantstoassociatewithaspecificpartnerprogrambasedongeographicandpartnermembertypecriteria.
Formoreinformationonworkingwithcontracts,refertotheOracleContractManagementImplementationGuide.
SettinguptheContractApprovalOptionSomevendororganizationsdelayapprovingpartnerprogramenrollmentrequestsuntilasignedcontractisreceivedfromthepartner.
However,otherorganizationsallowapproverstoapproveanenrollmentrequestbeforethesignedcontractisreceived.
Tospecifywhetherornotanenrollmentrequestcanbeapprovedwithoutasignedcontract,thechanneladministratorsetstheprofileoptionPV:AllowApprovalwithoutContract:Yes:Approvercanapprovetheenrollmentrequestbeforethesignedcontractisreceived.
No:Thesignedcontractmustbereceivedbeforetheenrollmentrequestcanbeapproved.
Ifthisvalueisselected,theapprovermustindicatethatthecontracthasbeenreceivedbymakingtheappropriateselectionontheApprovalChecklistforthepartnerprogramThesystemwillcheckforthisselectionbeforeallowingtheenrollment'sstatustochangetoApproved.
SettingUpPartnerPrograms8-7SettingUpPartnerProgramOverviewsWhenavendorusercreatesprograms,hecancreateaprogramoverviewthatprovidespartnerswithasummaryoftheprogram.
TheprogramoverviewisHTMLcontentthatisdisplayedtopartnerstohelpthemunderstandprogramrequirements,benefits,andsoon.
Channelmanagerssetuptheprogramoverview,whichcanincludeimagesaswellastext.
ThecontentfortheprogramoverviewisstoredintheOracleContentManagerapplication,althoughthetextandimagesareenteredbychannelmanagersthoughOraclePartnerManagement.
Duringimplementation,thechanneladministratorneedstoperformtwotaskstomakesurethatprogramoverviewscanbecreatedandstoredproperly:AdjustpermissionsinOracleContentManagersothatchannelmanagerscanaccessandstoreprogramoverviewinformation.
Enableordisablerichtextformattingfortheoverview,dependingonbusinessrequirements.
AlthoughtheOracleContentManagerapplicationprovidesacontentapprovalprocess,wearenotusingitinOraclePartnerManagement.
Noseparateapprovalisrequiredforaprogramoverview.
GrantingVendorUsersOracleContentManagementAccessUsethisproceduretograntaccessprivilegestovendorusers(tocreateaJTAresourcegroupandincludevendorsinthegroup)tocreate,updateorapproveprogramsummary.
NavigationLogintoOracleContentManagementwiththeContentSuperUserresponsibility.
PrerequisitesNoneSteps:1.
FromtheRootdirectorylevel,selectthePR_PRGMdirectoryfromthelistofsubdirectories.
2.
ClickFolderProperties.
TheFolderPropertiespageappears.
3.
InthePermissionssection,clickAddAnotherRow,ifnecessary,andaddtheuser(forexample,thenameofachannelmanager),resourcegroup,orresponsibilityforwhichyouwanttosetuppermissions.
4.
Selectthepermissionlevel:Tograntfullaccesstothefolder,selectalltheavailablepermissions.
Torestrictpermissions,selecttheapplicablepermissionsonly.
Formoreinformation,seetheOracleContentManagerImplementationGuide.
SettinguptheProgramOverviewTextEditorArichtexteditorcanbeusedtocreateaprogramoverview.
Theeditorofferstheabilitytoaddimagesandformattingtoaprogramoverview,whichcancauseaccessibilitychallengesforsomeusers.
Thechanneladministratorcanchangethetexteditorused8-8OraclePartnerManagementImplementationGuidefortheoverview,ifrequired,bychangingthesettingoftheSelfServiceAccessibilityFeaturesprofileoption.
Thefollowingsettingsareavailablefortheprofileoption:NONE:Enablestherichtexteditor,andmakestheaccessibility-specificfeaturesunavailable.
ScreenReaderOptimized:Contentisoptimizedforreadingonacomputerscreen.
StandardAccessibility:Accessibilitycompliantmode.
MappingPartnerResponsibilitiestoProgramsPartneruserresponsibilitiescanbeassociatedwithpartnerprograms.
Whenapartnerorganization'senrollmentinaprogramisapproved,theresponsibilitiesassociatedwithitaregrantedtothepartnerusers.
Thechanneladministratorisresponsibleformappingprogramsandresponsibilities.
MappingresponsibilitiestoprogramsprovidesawaytomaketheinformationassociatedwithapartnerprogramvisibletopartnerusersfromthePartnerDashboard.
Forexample,whenapartnerorganizationbecomesenrolledinaprogramthatprovidesopportunitymanagementbenefit,theOpportunitiesbinbecomesvisibleforthepartnerorganization'susers.
Responsibilitymappingassociatesaresponsibilitywithoneofthetwopartnerresourceroles:PrimaryUserorBusinessUser.
Tohelpvendororganizationsfurthercontroltheinformationavailabletopartnerusers,geographiclocationcanalsobeusedtodeterminetheresponsibilitythatapartneruserwillreceive.
ThegeographicinformationavailableforresponsibilitymappingissetupintheOracleMarketingapplication.
CreatingaNewResponsibilityBydefault,eachnewpartneruserisassignedoneofthefollowingresourceroleandresponsibilitycombinations:PrimaryUserroleandPartnerSuperUserresponsibilityBusinessUserroleandDefaultPartnerUserresponsibilitySomeorganizationschoosetosimplymapthePartnerSuperUserresponsibilitytoallpartnerprograms.
Otherorganizationsopttocreatenewresponsibilitiesthatallowthemtolimitwhatpartneruserscansee.
Tocreateanewpartnerresponsibility,itisrecommendedthatyoustartwiththePartnerSuperUserresponsibilityandexcludefunctions,asappropriate,tolimitwhattheusercansee.
ThechanneladministratormustperformthefollowingtomaketheresponsibilityavailablefromthelistofvaluesthatappearsontheCreateResponsibilityMappingSetuppage:Makesurethattheresponsibility'sapplicationissettoOraclePartnerRelationshipManagement.
Settheresponsibility'sprofileoptionPV:IsExternalResponsibilitytoYesattheresponsibilitylevel.
Whenthechanneladministratoradds,changes,ordeletesaresponsibility,theconcurrentprogramPV-Assign/Revokeuserresponsibilitiesrunsautomatically.
ThisprogramSettingUpPartnerPrograms8-9updatespartnerresponsibilities,assigningorrevokingresponsibilitiestopartnerusersasappropriate.
MappingResponsibilitiesWhensettinguproleandresponsibilitymapping,anorganizationcanusegeographiccriteriatofurthercontroltheinformationthatapartnerusercanaccess.
Theapplicationmatchesthepartner'sidentifyingaddresstothemost-granulargeographiclevel.
Thus,morethanoneresponsibilityandrolecombinationcanbemappedtoapartnerprogram,andthedifferentresponsibilitiescanbeassignedtopartnerusersbasedonthegeographiclocationofthepartner.
Usethisproceduretomapresponsibilitiestopartnerprograms.
PrerequisitesTheresponsibilitymustbesetupasaOraclePartnerRelationshipManagementresponsibilitywiththeprofileoptionPV:IsExternalResponsibilitysettoYes.
Additionally,thepartnerprogrammustbesetup.
NavigationLoginasthechanneladministratorandnavigatetoPrograms>ResponsibilityMappingsandthenclickCreateMappingtodisplaytheCreateResponsibilityMappingSetuppage.
NotesGeography:Selectthegeographiccriteriathatwillbeassociatedwiththeresponsibility.
Theapplicationwillusethepartner'sgeographicinformation(usuallytheidentifyingaddress)whenassigningresponsibilities.
Youshouldmakesuretosetupthetwodefaultroleandresponsibilitycombinationsatthehighestlevelinthegeographichierarchy(forexample,theWorldlevel).
Thisensuresthatallpartneruserswillautomaticallybeassignedaroleandresponsibility,eveniftheirorganizationsarenotyetenrolledinapartnerprogram.
Location:Selectthelocationfromthelist.
ThelocationchoicesavailableinthelistaredeterminedbytheGeographycriteriaselectedpreviously.
TCAEventsandSubscriptionsThereareanumberofTCAeventsandsubscriptionsassociatedwithpartnerprograms.
RelationshipsInTCA,forglobalandsubsidiaryrelationships,therelationshipnameusedisPARTNER_HIERARCHY.
Tokeepthemembertypeup-to-date,thefollowingTCAeventsubscriptionsareregisteredforCREATE/UPDATEoftherelationshipstatus.
oracle.
apps.
ar.
hz.
relationship.
updateoracle.
apps.
ar.
hz.
relationship.
createChangeinPartnerAddressIftheaddressofapartnerchanges,aTCAeventsubscriptionisregisteredtoupdatethepartneruserresponsibilities.
oracle.
apps.
ar.
hz.
location.
update8-10OraclePartnerManagementImplementationGuideTheabovesubscriptionisseededoutofthebox.
Tosetuptheupdateprocess,runtheconcurrentprogramWorkflowAgentListenerwiththeparameterWF_DEFERRED.
Setthisuptoruneveryhour.
ThisconcurrentprogramisseededintherequestgroupoftheresponsibilitySystemadministrator.
Whenthisconcurrentprogramisexecuted,everysubscriptionfromeveryinstanceofeventsintheDEFERREDqueueatthatmomentisexecuted.
TheWorkflowAgentListenerconcurrentprogramisshippedasDISABLED.
PartnerInvitationsWorkflowsendsoutinvitationstoalltheprimaryusersofthepartnerorganization.
TheworkflowitemtypeforthisisPV:PartnerProgramNotificationsandtheworkflowprocessusedintheaboveitemtypeisEVENT_NOTIF_PROCESS.
Thisitemtypecanbecustomizedasneeded.
ProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforPartnerProgramstofunctionproperly.
Inadditiontotheprofileoptionsmentionedinthischapter,thereareadditionalprofileoptionsthatmayneedtobeset.
RefertoAppendixA,"SystemProfileOption",pageA-1foracompletelistofprofileoptionsforPartnerPrograms.
LookupsThereareseveralLookupsthatneedtobesetupforPartnerPrograms.
RefertoAppendixB,"Lookups",pageB-1foradditionalinformation.
ConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyforPartnerPrograms.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
SettingUpPartnerPrograms8-119SettingUpPartnerProgramEnrollmentsThischaptercoversthefollowingtopics:OverviewCreatingaPartnerProgramEnrollmentSiteSettingUpAddressValidationSettingUpOracleOrderManagementSettingUpOracleiPaymentServerSettingCreditCardProfileOptionsSettingUpRuntimeVariablesSettingUpTaxRulesSettingUpEnrollmentRequestApproversUsersandSecurityOverviewOraclePartnerManagementenablesapartnertobepartofavendor'sindirectsalesforcebyenrollingintoprogramsdesignedbythevendor.
Programsprovideabasisforvendorstoeffectivelysegmentandmanagepartnerinteractions.
Vendorscangroupprogramstotargetcertainpartnersegments.
Afteranorganizationhasregisteredwiththevendorasapartner,programsthatthepartneriseligibleforappearintheAvailableProgramsbinonthePartnerDashboard.
Apartnerusercanenrollherorganizationintoaprogramlistedinthebin.
Theenrollmentrequestisthenroutedtoanapprover,whoisavendoruser.
Ifthepartner'senrollmentisapproved,thepartnerreceivesthebenefitsassociatedwithprogrammembership,forexample,theabilitytosubmitspecialpricingrequestsortorequestfundingformarketingactivities.
Partnerwhoaredistributorscaninturninvitetheirpartnerstojoinpartnerprograms.
Whenapartneruserinitiatestheprogramenrollmentprocess,sheispromptedthroughaseriesofenrollment-relatedwebpages.
Dependingonthepartnerprogram,theenrollmentprocesscaninvolvesomeorallofthefollowing:Aprogramoverviewpage,whichdescribestheprogrambenefitsandrequirementsandotherinformationprovidedbytheprogramcreator.
Anenrollmentquestionnaire,whichpresentsaseriesofquestionsthatthepartnermustanswer.
SettingUpPartnerProgramEnrollments9-1Atermsandconditionspage,whichthepartnermustagreeto.
Ifafeeisassociatedwithprogrammembership,thepartneruserwillbeaskedtosubmitbillingandpaymentinformation.
Alltheprogramenrollment-relateditemslistedaboveweresetupbyeitherthechanneladministratororchannelmanageraspartofthepartnerprogramcreationprocess.
Formoreinformationoncreatingpartnerprograms,refertoSettingupPartnerPrograms,page8-1.
Thereareadditionalsetupsthatthechanneladministratororanothervendoremployeemustcompletetoenableprogramenrollment;thesearepresentedinthischapter.
CreatingaPartnerProgramEnrollmentSiteDuringenrollment,apartneruserispromptedthroughtheenrollmentprocessonaseriesofwebpagesthatcanbethoughtofasanenrollmentsite.
TheenrollmentsiteissetupfromOracleiStore;templatesareprovidedthatthevendorcanusetocreateacustomizedenrollmentprocess.
Formoreinformationonusingthetemplateandcreatingthesite,refertoSettingupthePartnerDashboard,page6-1.
SettingUpAddressValidationThereceivablesaddressvalidationsystemoptionneedstobesetup,becauseaddressvalidationisrequiredforpayment.
Apartner'sbillingaddressisvalidatedagainsttaxlocationsthataresetupinOracleReceivables.
Formoreinformationonhowtosetuptheaddressvalidationsystemoption,seetheOracleReceivablesUserGuide.
SettingUpOracleOrderManagementOracleOrderManagementisusedtoprocesssalesorderswhenapartnersubmitsanenrollmentrequestforaprogramthatcontainsfees.
Itisusedtoprocessfinancialliabilities.
OracleOrderManagementisalsousedtoprocessordersfordifferentpaymentmodessuchascash,check,creditcardandpurchaseorder.
Forpartnerprogramenrollments,threeprofileoptionsmustbesetuptointegrateOraclePartnerManagementwithOracleOrderManagement:PV:DefaultSalespersonusedforOrders:OracleOrderManagementrequiresthatasalespersonbeidentifiedforeachorder.
Dependingonbusinessrequirements,thesalespersoncanreceiveacommissionforpartnerprogramenrollments;however,ifthevendorchoosesnottoassociateasalespersonwithprogramenrollments,afictionalnamecanbeusedinstead.
ThesettingforthisprofileoptionmustbeaCRMresource(afictionalresourcecanbecreated,ifnecessary).
TheprofileshouldbesetattheSitelevel.
PV:OrderCancelReason:Usethisprofileoptiontoprovideareasonforthecancellationofanenrollmentrequest.
Thisreasonwillbeusedwhenanenrollmentrequestiscancelledbecause:ThepartnerchosetocanceltheenrollmentrequestThemaximumnumberofcreditcardauthorizationrequestswasexceededAnapproverrejectedtheenrollmentrequest9-2OraclePartnerManagementImplementationGuideThesettingforthisprofileoptionistakenfromtheOrderManagementCANCEL_CODELookup.
TheprofileissetattheSitelevel.
PV:OrderTransactionType:Apartnerprogramisnotashippableitem,whichmustbespecifiedontheorderform.
SetthisprofileoptiontoBILLONLYtoindicatethattheprogramisnotshippable.
TheprofileissetattheSitelevel.
FormoreinformationontheseprofileoptionsandonsettingupOracleOrderManagement,refertotheOracleOrderManagementSuiteImplementationGuideandOracleOrderManagementUserGuide.
SettingUpOracleiPaymentServerCreditcardpaymentsarehandledbytheOracleiPaymentapplication.
AniPaymentuserwiththePaymentAdministratorresponsibilitysetsupandmaintainstheiPaymentapplicationandserver.
ForinformationonsettingupandmaintainingtheiPaymentServer,refertotheOracleiPaymentImplementationGuide.
Dependingonbusinessrequirements,anorganizationmightchoosetousesecurehttp(https)forenrollmentrequests,especiallyforrequeststhatarepaidwithacreditcard.
However,httpscanhaveaperformanceimpactonasite,sotheorganizationmightwanttolimithttpstothepaymentportionoftheenrollmentrequest.
ForOraclePartnerManagement,youcanspecifywhetherornottouserhttpsthroughtwoprofileoptions:PV:SecureURL:Usetospecifyasecureserverandportforpaymentpages.
PV:NonSecureURL:Usertospecifyanonsecureserverandportforotherpages.
Thesetwoprofileoptionsareoptional,andarebothsetupattheSitelevel.
Formoreinformationprovidingsettingsfortheoptions,refertoAppendixA,"SystemProfileOptions",pageA-1.
SettingCreditCardProfileOptionsThevendorcanchoosetolimitthenumberofauthorizationattemptsallowsforasinglecreditcardtransaction.
Ifalimitisplacedonauthorizationattempts,andthenumberofallowableattemptshasbeenexceeded,theenrollmentrequestwillbeended,andtheuserwillbereturnedtothePartnerDashboard.
However,theenrollmentregistrationinformationissaved,includingthecontractinformation.
Inaddition,OracleOrderManagementsavesthebillinginformation.
ThenumberofallowedauthorizationattemptsisspecifiedusingtheprofileoptionPV:Maxnumberofcreditcardauthorization.
ThisprofileissetattheSitelevel,andthesettingisanumericvalue.
SettingUpRuntimeVariablesThejtt_cookie_pathandjtt_cookie_domainjavaruntimevariablesneedtobesetupproperlyfortransferringusercookiefromhttpsservertohttpserverandviceversa.
Thisissothatusersneednotexplicitlyenterusernameandpasswordagainwhenswitchingfromhttpstohttpandviceversa.
Thissetupisneededonlyifpaymentpagesneedtobesecureandrestofthepagesneedtobenonsecure.
Forinformationonhowtousethejavaruntimevariables,seeJTTdocumentation.
SettingUpPartnerProgramEnrollments9-3SettingUpTaxRulesTaxrulesneedtobesetupforcalculatingtaxformembershipfee.
Forinformationonhowrulesshouldbesetup,seetheOracleReceivablesTaxGuide.
SettingUpEnrollmentRequestApproversPartnerprogramenrollmentrequestsaresubjecttoanapprovalprocess.
Whenapartnerusersubmitsanenrollmentrequest,itisroutedtoanapprover,whoisavendoruser.
Theapprovercanapprover,reassign,orrejecttherequest.
ThepartnerprogramenrollmentapprovalsprocessissetupandmanagedthroughtheOracleApprovalsManagementapplication.
TheseededtransactionforenrollmentrequestsisPV:PartnerProgramEnrollmentRequests.
Numerousattributeshavebeendefinedforthistransaction.
AdefaultprogramenrollmentrequestapprovercanbeidentifiedusingthePV:DefaultEnrollmentRequestApproverprofileoption.
Formoreinformationonsettingupapprovalsforprogramenrollmentrequests,refertoCreatingApprovalRulesinOracleApprovalsManager,page3-2.
UsersandSecurityThechanneladministratorcandesignateoneormorevendorusersaspartnerprogramenrollmentadministrators.
Administratorscanseeallenrollmentrequestsinthesystem,whereasotheruserscanonlyseetheenrollmentrequestsforwhichtheyareapprovers,ortheenrollmentrequestssubmittedbypartnerstowhichtheyhaveaccess.
ApartnerprogramenrollmentrequestadministratorisdesignatedbygivingaOraclePartnerManagementvendorusertheresourceroleVendorAdministrator.
TheusercanhaveotherOraclePartnerManagementvendoruserrolesaswell.
9-4OraclePartnerManagementImplementationGuide10SettingUpOpportunityAssignmentThischaptercoversthefollowingtopics:OverviewOpportunityMatchingandRoutingSettingUpPartnerMatchingRulesSettingUpManualMatchingOptionsSettingUpTimeoutsSettingUpChannelTypesSpecifyingStatusNotificationRecipientsModifyingStatusNotificationsOpportunityEventsUsersandSecurityProfileOptionsConcurrentProgramsOverviewAsalesopportunityisapendingsalethatcanbeforecasted.
OraclePartnerManagementextendstheOracleSalesopportunitymoduletosupporttheassignmentofindirectopportunitiestopartners.
Anopportunitycanoriginatefromaleadoramarketingcampaign,oritcanbeenteredmanuallybyauser.
OraclePartnerManagementallowsavendororganizationtosetuprulesthatsimplifytheprocessofidentifyingthebestpartnerorpartnersforanopportunityandsubsequentlyroutingtheopportunitytotheappropriatepartner.
PartnerManagementOpportunityManagementmoduleprovidesaflexiblemechanismtocontrolthedistributionofnotificationsassociatedwithopportunities.
OraclePartnerManagementintegrateswithtwoOraclesalesapplications:OracleSalesOnline(whichisalsocalledOracleFieldSales)andOracleSales.
IfyourorganizationisintegratedwithOracleSales,additionalimplementationstepsmayberequiredforproperintegrationoftheapplications.
RefertoOracleSalesIntegration,page16-1formoreinformation.
SettingUpOpportunityAssignment10-1OpportunityMatchingandRoutingOpportunitymatchingreferstotheprocessofidentifyingapartnertowhomanopportunityshouldbeoffered.
OpportunityManagementallowsthevendortocreaterulesthatidentifythebestpartnerforanopportunitybasedonopportunitycriteria,partnercriteria,andgeographicalcriteria.
Anopportunitymatchingrulecanalsospecifytiebreakcriteria.
Opportunityroutingreferstotheprocessofofferinganopportunitytooneormorepartners.
Routingcanbedonemanuallybyavendoruser,orautomatically.
Automaticroutingcanbesetupaspartofamatchingrule.
RefertoSettingupPartnerMatchingRules,page10-4forinstructionsoncreatingmatchingrules.
AutomatedMatchingandRoutingMethodsOpportunitymatchingandroutingcanbepartiallyorcompletelyautomated.
Therearethreelevelsofautomatedmatchingandrouting:Semi-automaticFully-automaticAutomaticBackgroundSemi-automaticWithsemi-automaticmatching,auserselectswhichmatchingrulewillbeusedtogeneratealistofpartners.
Theuserisresponsibleforcompletingtheroutingmanually.
Semi-automaticmatchingrequiresthatthechanneladministratorsetupatleastonematchingrule.
TheprofileoptionPV:MatchingRuleSelectedbyEnginemustbesettoNo(Noisthedefaultvalue).
Inaddition,theprofileoptionPV:RuleforAutomaticMatchingmustbesettospecifywhichrulewillbeusedformatching.
Fully-automaticWithfully-automaticmatching,auserinitiatesthematchingprocessbuttheRulesEngineselectsthebestmatchingrulebasedontheopportunity'sattributes,andthengeneratesalistofpartners.
Theuseristhenresponsibleforcompletingtheroutingmanually.
Toimplementfully-automaticmatching,thechannelmanagercreatesmatchingrulesandsetsthePV:MatchingRuleSelectedByEngineprofileoptiontoYes.
AutomaticbackgroundWithautomaticbackgroundmatching,nouserinterventionoccurs.
Automaticbackgroundmatchingisusedforopportunitiesthatresultedfromtheleadtoopportunityconversionprocess.
Inautomaticbackgroundmatching,aworkflowbackgroundprocess,eitherinitiatedbyauserorscheduledtorunatregularintervals,queriesallopportunitiesintheindirectchannel,determinesthebestpartner(s)foreachopportunity,androutestheopportunitiesbasedontheroutingrules.
Toimplementautomaticbackgroundmatching,thechannelmanagercreatesmatchingrulesthatcontainpartnerroutingcriteria(routingcriteriaisoptionalforothertypesofmatching).
Twoprofileoptionsmustbesetup:10-2OraclePartnerManagementImplementationGuidePV:PartnerMatchingType.
Determineshowthematchingenginewillevaluateopportunitiesagainstopportunityselectioncriteria.
Thisoptionalprofilehastwosettings:Exhaustallrules.
Thematchingengineevaluateseachrule(thatmatchestheconditionsspecifiedintheOpportunitySelectioncriteria),byorderofprecedence,untilitfindsarulethatidentifiesapartner.
Ifapreferredpartnerwasspecifiedbytherule,theevaluationstopsatthefirstruleevenifitdoesnotreturnapartner.
Stopatfirstrule.
ThematchingengineusesthefirstrulethatitfindsthatmatchestheopportunitybasedontheOpportunitySelectioncriteria.
Theenginestopsevenifapartnerisnotidentified.
PV:DefaultBatchAssignmentUser.
Identifiesauserwhohasaccesstoanopportunitythatfailedtocompletetheleadtoopportunityroutingprocess.
Theuserbecomesamemberofthefailedopportunity'ssalesteam.
RoutingTypesRoutingreferstotheprocessofdistributinganopportunitytooneormorepartnersthathavebeenidentifiedasappropriatematches.
OraclePartnerManagementsupportsseveralroutingtypes:Single:Anopportunityisroutedtoonepartneronly.
Ifmultiplepartnershavebeenidentifiedasapotentialmatches,the"winner"isselectedrandomly.
SerialorSingle-Serial:Whenthematchingrulesidentifymorethanonepartnerforanopportunity,theopportunityisofferedtoonepartneratatimefromthelist.
Ifthehighestrankingpartnerdeclinesit,theopportunityisofferedtothesecondrankingpartnerandsoonuntilapartneracceptsit.
Onceapartneracceptstheopportunity,partnersfurtherdowninrankingdonotseetheopportunity.
Multiple-ParallelorFirstComeFirstServe:Youcanalsoroutetheopportunitytomultiplepartnerssimultaneously.
Thefirstpartnertoaccepttheopportunitywinsit,andtheotherpartnersareremovedfromtheopportunity.
Ifyouwanttodomultiplematching,youneedtoselectatleasttwopartnersfromthepartnerlist.
MultipleJointorJoint:Thisoptionsupportscollaborativeselling.
Theopportunityisofferedtomultiplepartnersforfulfillment,andmultiplepartnerscanacceptandworkjointlytowinandfulfilltheopportunity.
ManualMatchingManualmatchingallowsavendorusertoidentifyapartnermatchforanopportunityindependentlyofestablishedmatchingrules.
Toperformamanualmatch,theuserselectscriteriathatwillbeusedtosearchforpotentialpartnermatchesforanopportunity.
Thepartnercriteriaavailablearepartnerprofileattributesthathavebeenenabledforopportunitiesandmatchingservices.
Thecriteriaavailableformanualpartnermatchingcanbelimitedbyresponsibility.
Forexample,anorganizationmightwantchannelmanagerstobeabletoidentifypartnermatchesusingallavailablepartnercriteria,butmightwantonlyasubsetofthecriteriatobeavailabletochannelrepresentativesformatching.
Forinformationonsettingupmanualmatching,refertoSettingupManualMatchingOptions,page10-8.
SettingUpOpportunityAssignment10-3SettingUpPartnerMatchingRulesMatchingrulesmakeiteasyforavendororganizationtoofferopportunitiestothemostappropriatepartners.
Amatchingruleevaluatesspecificopportunitycriteria,evaluatesitagainstspecificpartnercriteria,andthendetermineswhichpartnerorpartners,outofallavailablepartners,isabestfitfortheopportunity.
Channeladministratorsareresponsibleforcreatingmatchingrules.
Therulecreationprocessinvolvesspecifyingvariouscriteria,andisspreadacrossmultiplepages.
Creatingamatchingruleinvolvesthefollowingprocedures:CreatinganewruleAddingopportunityselectioncriteriatothematchingruleAddingpartnerselectioncriteriatothematchingruleAddingpartnermatchingcriteriatothematchingruleAddinggeographicproximitytothematchingruleAddingtiebreakcriteriatothematchingruleAddingroutinginformationtothematchingruleCreatingaNewRuleThefirststepinrulecreationisnamingtheruleandprovidingbasicinformationaboutit.
NavigationLogonwiththechanneladministratorresponsibility,andnavigatetoOpportunityRouting>PartnerMatchingRules,andclickCreatePrerequisitesNone.
NotesCurrency:Identifiesthecurrencyusedforeachcurrencyconditionthatisaddedtotherule.
Precedence:Ahigher-numberedprecedenceruleisevaluatedbeforelower-numberedprecedenceruleswhenthepartnermatchingengineistryingtoidentifythemostappropriateruletoapplyforeachopportunity.
Owner:Bydefault,theowneristhepersoncreatingtherule.
Adifferentownercanbeselected,ifnecessary.
Create:Clicktomovetothenextstep.
AddingOpportunitySelectionCriteriatothePartnerMatchingRuleOpportunityselectioncriteriaisusedbythematchingenginetodetermineifaruleappliestoanopportunity.
Opportunityselectioncriteriaareopportunityprofileattributes,suchasCustomerCountryorTotalPurchaseAmount.
Youselectoneormoreattributesandthenfurtherdefineconditionsfortheattribute,suchas"equalto,""between,"or"greaterthan.
"PrerequisitesPartnerprofileattributesmustbesetupandapartnermatchingrulemustexist.
10-4OraclePartnerManagementImplementationGuideSteps:1.
AtthePartnerMatchingRulespage,clickthenameoftheruleyoucreatedinthepreviousprocedure.
TheEditMatchingRulepageappears,displayinglinksforadditionalrulecreationstepsatthetopofthepage.
2.
ClickOpportunitySelection.
3.
IntheOpportunitySelectionpage,clickAddAttributes.
TheAddOpportunitySelectionAttributespageappears.
4.
OntheAttributePagecompletethefollowing:1.
Selecttheattributecategory,ifyouknowit,fromthefirstdrop-downlist,orselecttheblankoptiontodisplayallattributes.
Attributesthatbelongtotheselectedcategoryaredisplayed.
2.
Selecttheattributefromtheseconddrop-downlist.
Appropriateconditionsandvaluesfortheattributearedisplayed.
Theconditionsfielddisplaysdifferentvaluesdependingontheattributeselected.
3.
Selectconditionsandvaluesfortheattribute.
4.
ClickApplytoaddthisattributeorclickApplyandAddAnothertoaddthisAttributeanddisplayanewAttributepage.
AddingPartnerSelectionCriteriatothePartnerMatchingRuleTheconditionsspecifiedinthepartnerselectionsectiondefinesagroupofpartnersthatareeligibletoreceivetheopportunity.
PartnersselectioncriteriaarepartnerprofileattributesthathavebeenselectedforopportunitiesandenabledforMatchingServices.
Usethisproceduretoaddpartnerselectioncriteriatotherule.
Youcanselectattributesandassignaconditionandavaluetotheattribute.
PrerequisitesPartnerprofileattributesmustbesetupandapartnermatchingrulemustexist.
Steps:1.
ClickthePartnerSelectionlink.
2.
OnthePartnerSelectionpage,clickAddAttribute.
TheAddPartnerSelectionAttributespageappears.
3.
OntheAddPartnerSelectionAttributespage,completethefollowing:1.
Thefirstdrop-downliststheattributecategories.
Selectthecategoryifyouknowitorselecttheblankoptiontodisplayallattributes.
Attributesthatbelongtotheselectedcategoryaredisplayed.
2.
Selecttheattributefromtheseconddrop-downlist.
Appropriateconditionsandvaluesfortheattributearedisplayed.
Theconditionsfielddisplaysdifferentvaluesdependingontheattributeselected.
3.
Selectconditionsandvaluesfortheattribute.
4.
ClickApplytoaddthisattributeorclickApplyandAddAnothertoaddthisAttributeanddisplayanewAttributepage.
SettingUpOpportunityAssignment10-5AddingPartnerMatchingCriteriatothePartnerMatchingRulePartnermatchingcriteriahelpsvendorsrefinethepartnersearch.
Inthisstep,attributesselectedfortheopportunityarecomparedtoattributesselectedforthepartnertodetermineabestpartnermatchfortheopportunity.
Forexample,thevendorcandecidethatthecustomeraddressmustbeinthesamestateasthepartneraddress,orthecustomerindustryneedstomatchthepartner'stargetindustry.
Usethisproceduretoaddmatchingcriteriatotherule.
Inthisstep,yourelateattributesselectedfortheopportunitytoattributesselectedforthepartner.
PrerequisitesAttributesforboththeopportunityandthepartnermustbedefinedandapartnermatchingrulemustexist.
Steps:1.
ClickMatchingCriteria.
TheMatchingCriteriapageappears.
2.
Selectanattributefromthedrop-downlistintheOpportunityAttributecolumn.
ThewindowrefreshesastheMatchingdrop-downlistispopulated.
3.
SelectanoperatorfromtheMatchingConditiondrop-downlist.
ThevaluesintheMatchingConditionsdrop-downlistaredeterminedbytheattributeselectedintheOpportunityAttribute.
4.
SelectarelatedattributefromthePartnerAttributecolumn.
Attributesdisplayedinthedrop-downlistofPartnerAttributesareattributesthathavethesamereturntypeastheattributeselectedintheOpportunityAttributecolumn.
AddingGeographicProximitytothePartnerMatchingRuleGeo-proximitycriteriacanbespecifiedinaruletomatchanopportunitytothepartnerwhoisclosesttothecustomer,ortolimitthepoolofpotentialpartnerrecipientstothosethatarewithinaspecifieddistance.
Usethisproceduretoassignageographicalregiontotherule.
PrerequisitesAttributesmustbesetupandapartnermatchingrulemustexist.
Steps:1.
ClickGeo-Proximity.
TheGeographicProximitypageappears.
2.
EnteradistancevalueintheSelectPartnerWithinfield.
3.
Selectadistancedenominationofeithermilesorkilometers.
4.
IntheSelectNearestfield,enterthemaximumnumberofpartnersthatshouldbereturned.
Forexample,enter10toindicatethatyouwanttolimitthematchestotheclosest10partners.
AddingTiebreakCriteriatothePartnerMatchingRuleTiebreakcriteriamustbeaddedtoaruleifyouwanttheruletoidentifyasinglewinnerortoproduceanorderedlistofwinners.
Tiebreakcriteriausespartnerattributesto10-6OraclePartnerManagementImplementationGuidedeterminethebestpartnerwhenmorethanonepartnerisequallyqualifiedaccordingtotheothermatchingcriteria.
Becausetheattributesusedfortiebreakingmustprovideawaytomeasureapartner'sperformance,theattributesthatcanbeusedarelimitedtothosewithanumericordatedisplaystyle.
Whenanattributewithanumericdisplaystyleissetup,avaluetypeofminimumormaximumcanbespecified.
Avaluetypeofmaximumindicatesthat,whentheattributeisusedintiebreaking,thepartnerwiththemaximumvaluewillwin.
Avaluetypeofminimumindicatestheopposite.
Whensettinguptiebreakcriteria,thechanneladministratorassignsaranktoeachattribute.
Therankindicatestheimportanceoftheattributeinthetiebreakingprocess.
Thematchingengineevaluatestheattributewiththelowestrankfirst;ifawinnercanbedeterminedusingthisattribute,thematchingiscomplete.
Ifnowinneremergesusingthefirstattribute,thenext-lowestrankedattributeisusedtoidentifyawinner,andsoon,untilawinneremerges.
Ifnowinneremerges,theengineselectsapartnerbyrandom.
Usethisproceduretoassigntiebreakcriteriatotherule.
PrerequisitesAttributesmustbesetupandapartnermatchingrulemustexist.
Steps:1.
ClickTiebreak.
TheTiebreakerpageappears.
2.
SelectanAttributefromthedrop-downlistandenterarankfortheattribute.
AddingRoutingInformationtothePartnerMatchingRuleRoutingrulesareusedifmatchingandroutingofopportunitiestopartnerswillbeperformedintheautomaticbackgroundmode,withnouserintervention.
Usethisproceduretoassignroutinginformationtotherule.
PrerequisitesAttributesmustbesetupandapartnermatchingrulemustexist.
Steps:1.
ClickRouting.
TheMatchingRoutingpageappears.
2.
SelecttheRoutingTypefromthedrop-downlist.
3.
SelecttheBypassChannelManagerApprovalcheckboxtoskipchannelmanagerapprovalforthisrule.
4.
EntertheChannelManagerTime-Outindaysorhours.
ChannelManagerTime-Outspecifiesthenumberofdaysorhoursthatthechannelmanagerhastoreviewandapproveordenytherouting(ifchannelmanagerapprovalisnotdisabled).
Ifthechannelmanagerdoesnotrespondinthespecifiedtime,theopportunityisroutedautomatically.
5.
EnterthePartnerTime-Outindaysorhours.
SettingUpOpportunityAssignment10-7PartnerTime-Outspecifiesthenumberofdaysorhoursthatthepartnerhastoacceptorrejecttheopportunity.
Ifthepartnerfailstorespondinthespecifiedtimeperiod,theopportunityiswithdrawnautomatically.
Note:Thetime-outperiodsspecifiedforamatchingruleareindependentoftheothertimeoutperiodsthatcanbespecifiedforopportunities.
Whenroutingoccursautomaticallyasaresultofautomaticbackgroundmatching,thetimeoutperiodsspecifiedbytherulesareused;othertimeoutperiodsareignored.
RefertoSettingupTimeouts,page10-8foradditionalinformation.
SettingUpManualMatchingOptionsFormanualmatchingofpartners,allactivepartnerattributesthatareenabledformatchingareexposedbydefaultonthemanualsearchscreen.
Thechanneladministratorcanrestrictthislistbyidentifyingpartnerattributestobeexposedataresponsibilitylevel.
Usethisproceduretosetupmanualmatchingoptionsattheresponsibilitylevel.
NavigationNavigatetoOpportunityRouting>ManualMatchingSetup.
PrerequisitesNone.
NotesResponsibility:Selecttheresponsibilityfromthedrop-downlist.
Separatemanualmatchingrulescanbesetupforeachresponsibilitythatappearsinthelist.
Rank:Therankdeterminestheorderinwhichthepartnerattributesaredisplayedonthemanualsearchscreenthattheusersees.
IftheprofilePV:EnablePartialMatchingofAttributesisYes,andpartnersarenotfoundforthecurrentsearchconditions,thelowestrankedconditionisdroppedandthesearchisperformedagain.
Thisprocesscontinuesuntilatleastonepartnerisfoundorallthesearchconditionsareexhausted.
SettingUpTimeoutsTimeoutsaretimeperiodsduringwhichanactionisexpectedtotakeplace.
Therearetwotimeouttypes:ChannelManagerTimeout:Limitsthetimeperiodachannelmanagercanholdamatchedopportunitybeforeitisforwardedtotheassignedpartner.
Ifthechannelmanagerdoesnotprocesstheopportunity,theroutingstatusisautomaticallychangedtoOfferedandtheopportunityisroutedtothepartner.
PartnerTimeout:Limitsthetimeperiodduringwhichapartnercanrespondtoanofferedopportunitybeforeitisrecycledandofferedtoanotherpartner.
Therearethreewaysthattimeoutperiodscanbespecified:Byaroutingrule.
Timeoutperiodsspecifiedaspartofaroutingruleapplytoopportunitiesthatareroutedbyautomaticbackgroundmatchingonly.
Forindividualcountries.
FromtheTimeoutSetuppage,thechanneladministratorcanassigntimeoutperiodsforindividualcountries.
ForChannelManager10-8OraclePartnerManagementImplementationGuideTimouts,thecountrycorrespondswiththecountryofthecustomerassociatedwiththeopportunity.
ForPartnertimeouts,thecountrycorrespondstothepartner'scountry.
Insituationswheremultiplepartnersindifferentcountriesareofferedthesameopportunity,thelongesttimeoutperiodisassignedtoallpartners,regardlessoftheircountry.
Thesetimeoutperiodsapplytoopportunitiesofferedthroughsemi-automaticandfully-automaticmatchingandmanualmatching.
Specifyingcountry-specifictimeoutperiodsisoptional.
Throughprofileoptions.
Twoprofileoptions,PV:DefaultCMTimeOutandPV:DefaultPartnerTimeOut,controltimeoutperiods.
Iftimeoutsarenotsetupatthecountrylevel,theseprofileoptionsareusedtospecifychannelmanagerandpartnertimeoutperiods.
Thedefaulttimeoutperiodsapplytoopportunitiesofferedthroughsemi-automaticandfully-automaticmatchingandmanualmatching.
SettingupCountry-SpecificTimeoutPeriodsThisproceduresetsuptimeoutperiodsatthecountrylevel.
Timeoutssetatthecountrylevelhaveprecedenceoverdefaulttimeoutsthatarespecifiedthroughprofileoptions.
Tosetupcountryspecifictimeouts,navigatetoOpportunityRouting>TimeoutSetupandfollowtheon-screeninstructions.
SettingUpChannelTypesAvendororganizationcancreatechanneltypesthatreflectitsbusinessprocesses.
Inaddition,OraclePartnerManagementseedsseveralchanneltypes.
Channeltypesareusedbytheleadengineandpartnermatchingenginetoidentifywhichopportunitiesareindirectandshouldbeassignedtopartners.
EachchannelmustbedefinedaseitheradirectoranindirectchannelNavigationNavigatetoOpportunityRouting>ChannelSetup.
PrerequisitesNone.
NotesPrecedence:Precedenceisusedtodeterminethewinnerifthereisatiebetweenchannelsforanopportunity.
SpecifyingStatusNotificationRecipientsOraclePartnerManagementprovidesabuilt-inworkflowsystemthattriggersautomatice-mailnotificationstocertaingroupsofpeople(asdeterminedbyrole)atdifferentstagesintheopportunityandroutingprocesses.
Notificationsaresentouttothefollowinguserswheneverthestatuschanges:Theusertypesare:ChannelmanagerAssignmentManager-Userthatinitiatestheopportunityroutingtopartner.
Partner-Partnercontactsontheopportunitysalesteam.
SettingUpOpportunityAssignment10-9Other-Internalsalesrepresentativesthatareneitherchannelmanagersnorassignmentmanagers.
Note:Thesystemchecksfortheappropriatee-mailaddressinUserRegistration(underadministration).
Thisisamandatoryrequirementforthestatusnotificationtowork.
Inaddition,whilecreatingusers,pleaseensurethatappropriaterolesaredefined.
Thismeansthatatleastonepartnercontactshouldhavethepermission:OPPTY_CONTACT.
Thispermissionisassignedbydefaulttotheuserwhoregistersthepartnerorganization.
FromtheStatusNotificationpage,thechannelmanagercanaddandremoveusertypesfromthelistofrecipients.
ToaccesstheStatusNotificationpage,navigatetoOpportunityRouting>StatusNotifications.
ModifyingStatusNotificationsThestatusnotificationmessagesthataresenttorecipientsinresponsetochangesinopportunityandroutingstatusarecreatedandstoredinOracleWorkflowBuilder.
YoumightbeabletoimplementthenotificationsthathavebeenseededforOpportunityManagementwithoutmodification.
However,ifyouneedtomakechangestotheseedednotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
Youcannotaddnewnotificationsforopportunities.
Formoreinformationaboutmodifyingstatusnotifications,refertoSettingupNotificationsinOracleWorkflowBuilder,page3-8.
OpportunityEventsOraclePartnerManagementsupportstheabilitytowriteinteractionsintoatablevisibletochannelmanagersinthechannelmanagerdashboard.
Thelistofeventsthataretrackedintheinteractiontableare:OpportunityhasbeenassignedOpportunityapprovedbyChannelManagerOpportunityapprovedbyChannelManagerforPartnerOpportunityapprovalbychannelmanagerbypassedOpportunitymatchrejectedbyChannelManagerOpportunityapprovalbychannelmanagertimedoutOpportunityofferedhasbeenacceptedbyanotherpartnerOpportunitymatchedhasbeenwithdrawnOpportunityisofferedto.
Opportunityroutingstatuschangedto.
OpportunityofferedhasbeenwithdrawnOpportunityabandonedOpportunityacceptedOpportunitycreatedbypartner10-10OraclePartnerManagementImplementationGuideOpportunitydeclinedbypartnerOpportunityawaitingpartneracceptancetimedoutOpportunityisclosedaswon.
StatusisOpportunityisclosedaslost.
StatusisOrderisplacedfromwonopportunity.
CustomerplacedorderforopportunityOpportunitystatuschangedtoUsersandSecurityInOraclePartnerManagement,users'accesstoopportunitiesisbasedontheOracleSalesteamsecuritymodel.
OpportunityOwnerWhenausercreatesaleadoropportunity,theuserisaddedtothesalesteamautomatically,withtheDoNotReassignflagselected.
Theuserisidentifiedastheopportunityowner.
OpportunityAccessSecurityTherearetwolevelsofaccesstoopportunityinformation:Full:TheuserhasUpdateaccessforallopportunities.
SalesTeam:TheuserhasUpdateaccesstoallopportunitiesforwhichheisonthesalesteamwiththeFullAccessflagselected.
Theuserhasread-onlyaccessforallopportunitiesforwhichheisonthesalesteamwiththeFullAccessflagdeselected.
ThelevelsofaccessthatauserhasaredeterminedbythesettingoftheprofileoptionASN:OpportunityAccessPrivilege:VendorUsers:TheprofileoptionshouldbesettoFullattheResponsibilitylevelforeachresponsibilitythatisassignedtovendorusers.
PartnerUsers:TheprofileoptionshouldbesettoSalesTeamattheResponsibilitylevelforeachresponsibilitythatisassignedtopartnerusers.
CustomerAccessSecurityTherearetwolevelsofaccesstocustomerinformation:Full:TheuserhasUpdateaccessforallcustomers.
SalesTeam:TheuserhasUpdateaccesstoallcustomersforwhichheisonthecustomersalesteamwiththeFullAccessflagselected.
Theuserhasread-onlyaccessforallcustomersforwhichheisonthecustomersalesteamwiththeFullAccessflagdeselected.
ThelevelsofaccessthatauserhasaredeterminedbythesettingoftheprofileoptionASN:OpportunityAccessPrivilege:VendorUsers:TheprofileoptionshouldbesettoFullattheResponsibilitylevelforeachresponsibilitythatisassignedtovendorusers.
SettingUpOpportunityAssignment10-11PartnerUsers:TheprofileoptionshouldbesettoSalesTeamattheResponsibilitylevelforeachresponsibilitythatisassignedtopartnerusers.
PartnerContactSecurityApartneruserwiththePV_OPPTY_CONTACTpermissionisdesignatedasthepartner'sopportunitycontact,andisalwaysaddedtothesalesteamofanopportunity.
Bydefault,thepartnerwiththePV_PARTNER_PRIMARY_USERpermissions-basedrolehasthispermission.
ProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforOpportunityManagementtofunctionproperly.
Inadditiontotheprofileoptionsmentionedinthischapter,thereareadditionalprofileoptionsthatmayneedtobeset.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsforOpportunityManagement.
ConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyforOpportunityManagement.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
10-12OraclePartnerManagementImplementationGuide11SettingUpReferralManagementThischaptercoversthefollowingtopics:OverviewSettingUpBudgetsSettingUpOffersSettingUpClaimsEnablingProfileAttributesforReferralsDefiningProductCategoriesSettingupApprovalsSettingupNotificationsSettingupTerritoriesSettingupDataQualityManagement(DQM)SettingupNotesCreatingaReferralBenefitSpecifyingaSalesChannelUsersandSecurityProfileOptionsLookupsConcurrentProgramsOverviewReferralManagementenablespartnerstoreferleadsandopportunitiestothevendorthatthepartnerscannotfulfilldirectly.
Forexample,ifacustomerisinterestedinoneofthevendor'sproductsthatthepartnerdoesnotsell,thepartnercansubmitareferraltothevendorandreceiveapercentageoftherevenue.
Whenapartnerusersubmitsareferral,itisroutedtotheappropriatevendorapprover(s).
Approversarenotifiedofthereferralandtheyreviewitandapprove,reassignordeclineit.
ThevendoralsoperformscustomerandcontactduplicatecheckingusingOracleDataQualityManagementtodetermineifthesameleadoropportunityalreadyexistsinthesystem.
IfthereferralisuniqueandmeetsothervendorSettingUpReferralManagement11-1qualifications,itisapproved,andaleadoropportunityisgenerated.
Thenewleadoropportunitycontainsalinktotheoriginalreferralinformation.
Afteranorderisgenerated,andtheproductisshippedtothecustomer,aclaimisgeneratedinthesystem.
Aftertheclaimisapprovedinternally,thepartnerreceivesnotificationtoreviewandacceptcompensation.
Afterapartneruseracceptsthecompensation,thevendorpaysthecommission.
ReferralsareintegratedwithOracleSalesandOracleLeadsManagement,whichallowopportunityroutingandleadqualificationprocessestooccursuccessfullyforreferrals.
Vendorandpartneruserscanaccessasummarylistofreferralstowhichtheyhaveaccess.
Theycanbuildpersonalviewstoquicklyfindreferralsthattheyaremostinterestedin.
SettingUpBudgetsAbudgetisapoolofmoneythatvendorscanusetoexecutetradepromotionactivitiessuchasoffersandcampaigns.
Becausepartnersreceivecompensationforreferrals,oneormorebudgetsmustbespecifiedtofundreferralcompensation.
Referralbudgetsarefixedbudgetsandhavetobeactiveintobeselectedinthereferralbenefit.
Accrualsarecreatedforeachorderlinethatmatchesbetweencustomerordersandreferredproductssubmitted.
Anorganizationcancreatebudgetsspecificallyforreferrals,orfundreferralsfromanexistingbudget.
Usethefollowingproceduretocreateafixedbudgetforreferralcompensation.
NavigationLogintoOracleTradeManagementastheOracleTradeManagementUserandnavigatetoBudget>Create,andthenclickCreatetodisplaytheCreateBudgetpage.
PrerequisitesAsetofbooksmustbedefined.
NotesSetupType:SelectFixedBudget.
Number:Ifyouleavethebudgetnumberfieldblank,auniquenumberisgeneratedautomaticallyforthebudget.
BusinessUnit:BusinessunitsareorganizationsthataresetupinOracleHumanResourceswithType-BusinessUnit.
Businessunitsareusedmainlyforclassificationpurposes.
Businessunitscanalsoaffectapprovalrules.
Category:Selecttheappropriatecategoryforthereferralbudget.
Anapprovalruleforabudgetcanusecategoryasoneofitscriteria.
HoldbackAmount:Theamountoffundstobereservedandnotallocatedtolowerlevels.
Abudgetadministratorcanchoosetoreserveorreleasetheholdbackamountatanytimebymanuallyreducingtheoriginalholdbackamount.
Owner:Bydefault,theowneristheusercreatingthebudget.
Adifferentownercanbespecified.
StartDateandEndDate:ThesedatesaremappedintheOracleGeneralLedgercalendar,andlimitthestartandenddatesofbudgets.
11-2OraclePartnerManagementImplementationGuideSettingUpOffersWhenapartnerreferralrequestisapproved,anofferiscreatedinTradeManagement.
TheseededcustomsetupNetAccrualOfferisusedwithpartnerreferrals.
Whenapartner'sreferralrequestisapproved,anetaccrualofferbasedonthiscustomsetupiscreatedautomatically.
Theofferisusedtotrackfundscommittedforthereferralrequest.
Bydefault,theBudgetApprovalprocesshasbeendisabledfortheNewAccrualoffer.
Dependingonbusinessrequirements,budgetapprovalcanbeenabledfortheoffer,andthenthevendorcansetupanapprovalprocessforpartnerreferralbudgets.
Itisnotrecommendedthatyoucreateadditionaloffersforpartnerreferrals.
SettingUpClaimsAdefaultclaim(whichiscalledClaims)isavailableinTradeManagementasacustomsetup.
Thisdefaultclaimisusedforallflowsthatrequireaparty(forexample,apartner)tosubmitaclaimtobereimbursedforamarketingactivityorothersituation.
Whenareferralrequestisapproved,aNetAccrualofferiscreated.
Theoffercreatesanauthorizationcode.
Whenapartnerusersubmitsaclaimforreimbursementforclosedbusinessresultingfromherreferral,shemustincludetheauthorizationcodeontheclaimtolinktheclaimwiththeofferandtheapprovedfundingrequest.
ClaimsareprocessedthroughOracleAccountsPayableorOracleAccountsReceivable.
Thedefaultclaimspecifiesthatanumberofitemswillbeincludedintheclaimform,includingteaminformation,notes,andrequesthistory.
Anorganizationcanalsocreateacustomizedclaim,ifrequired.
Creatingacustomclaimprovidesthefollowingbenefits:Sinceallclaimsthatusethedefaultcustomsetuphavethesameprefix,identifyingthetypeofpartnerrequestaclaimisassociatedwithcouldbecomedifficult.
Creatingacustomerclaimallowsyoutosetupanewprefixthatcanbeusedtoeasilyidentifypartnerreferralclaims.
Allowsyoutosetupadifferentapprovalroutingprocessfordifferenttypesofclaims.
Thedefaultclaimdoesnotimplementaclaimsapprovalprocess.
Allowsyoutosetupadifferentclaimvalidationprocess.
RefertotheOracleTradeManagementImplementationGuideforadditionalinformationoncreatingcustomclaims.
EnablingProfileAttributesforReferralsWhenareferralbenefitiscreated,thechanneladministratorcancreatequestionsthatapartnerusermustanswerwhensubmittingareferralrequest.
Thequestionsareassociatedwithpartnerprofileattributes,andtheanswerthepartneruserprovidesforthequestionsareusedtopopulatetheprofileattributesforthepartner.
Inaddition,someofthepartnerprofileattributescanbemappedtotheopportunityorleadgeneratedasaresultofareferral.
Thefollowingtableliststheseededpartnerprofileattributesthatareenabledforusewithreferralbenefits.
Thechanneladministratorcanalsocreatecustomattributesthatcanbeusedwithreferrals.
Toenableacustomattributeforreferrals,theLeadReferralSettingUpReferralManagement11-3checkboxmustbeselectedfortheattribute.
Formoreinformationonworkingwithpartnerprofileattributes,refertoSettingupPartnerProfileAttributes,page5-1.
SeededPartnerProfileAttributesEnabledforReferralBenefitsPartnerProfileAttributeMaptoOpportunityMaptoLeadIndustry--Source(Campaign)XXDUNNS--LeadDescription--Numberofusers--OpportunityDescription--OpportunitySize--SIC--Totalemployees--InformationVerified--CustomerAnnualRevenue--TimeFrame(PurchaseTimeframe)-XBudgetStatus-XTotalBudgetXXResponseChannelXXSalesStageX-CloseDateX-OfferXXDefiningProductCategoriesWhenthechanneladministratorcreatesareferralbenefit,shespecifiesoneormoreproductcategoriesforthebenefit.
Theproductcategoriesdetermineforwhichproductsavendorcanreferaleadoropportunity.
Theproductcategoriesthatachanneladministratorcanchoosefromarepresentedinahierarchythatisrelevantforthereferral.
Thisinformationisusedasthebasisforapprovingareferral,identifyingordersthatdirectlyresultfromareferral,andcomputingthecompensationamountduetothepartner.
11-4OraclePartnerManagementImplementationGuideProductcategoriesaresetupintheOracleAdvancedPricingapplication,andarecommonacrossallofanorganization'sproductlines.
Forinformationondefiningproductcategories,seeOracleAdvancedProductCatalogUserGuide.
SettingupApprovalsPartnerleadandopportunityreferralrequestsaresubjecttoanapprovalprocess.
Whenapartnerusersubmitsareferralrequest,itisroutedtoanapprover,whoisavendoruser.
Theapprovercanapprove,reassign,orrejecttherequest.
ThepartnerreferralsapprovalsprocessissetupandmanagedthroughtheOracleApprovalsManagementapplication.
Inadditiontovalidatingtheinformationsubmittedbyapartneruser,referralapproversmustperformchecksforduplicatereferrals,duplicatecustomers,andduplicatecustomercontacts.
Ifaduplicatereferralisidentified,thereferralrequestisrejected.
Ifaduplicatecustomerorcustomercontactisidentified,theapproverlinksthereferralwiththeexistingcustomerinformation.
Hemustalsomakesurethatthereferralisnotforaleadoropportunitythatalreadyexists.
TheseededtransactionforpartnerreferralrequestsisPV:ReferralManagementApprovals.
Numerousattributeshavebeendefinedforthistransaction.
AdefaultreferralrequestapprovercanbeidentifiedusingthePV:DefaultReferralApproverprofileoption.
Formoreinformationonsettingupapprovalsforleadandopportunityreferrals,refertoCreatingApprovalRulesinOracleApprovalsManager,page3-2.
SettingupNotificationsNotificationmessagesaresenttovendorandpartnerusersinresponsetoanumberofpartnerreferralrequeststatuschanges.
NotificationmessagesforpartnerreferralrequestsarecreatedandstoredintheOracleWorkflowBuilderapplication.
Anorganizationmightbeabletoimplementthenotificationsthathavebeenseededforreferralswithoutmodification.
However,ifyouneedtomakechangestotheseedednotifications,suchaschangingthemessagetext,addingURLstomessages,orevencreatingadditionalnotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
InWorkflowBuilder,theitemtypeforreferralnotificationsisPVREFFRL.
Thefollowingtableliststhenotificationsseededforreferralsandliststhetypesofusersthatareeligibleforeachnotificationandthereferralrequeststatusthatisapplicableforthenotification.
SettingUpReferralManagement11-5NotificationsforPartnerReferralsNotificationNameUserReferralRequestStatusReferralCreated-PartnerNotificationPartnerContact,ReferralSuperuser(Partner)PendingApprovalReferralCreated-VendorNotificationVendorApprovers,VendorChannelManagers,ReferralSuperuser(Vendor)PendingApprovalReferralApproved-RequiresCustomerDeduplicationVendorNotificationDQMApprover,VendorChannelManagers,ReferralSuperuser(Vendor)PendingCustomerReviewAcceptanceLetter/ReferralCommission-PartnerNotificationReferralSuperuser(Partner),PartnerContact(PartnercontactmusthavetheAcceptCompensationpermission)AwaitingForPartnerAcceptanceReferralDeclined-PartnerNotificationPartnerContact,ReferralSuperuser(Partner)DeclinedReferralAccepted-partnerNotificationPartnerContact,ReferralSuperuser(Partner)ApprovedSettingupTerritoriesAterritoryhierarchymustbesetupforleadandopportunityreferralrequests.
Forreferrals,aterritoryhierarchyallowsthevendororganizationtoofferdifferentreferralbenefitsbasedoncustomercountry.
Forexample,thevendormightwanttoallowreferralsondifferentproductsinCanadathanintheUnitedStates,orsourcereferralcompensationfromdifferentbudgetsfordifferentcountries.
Theterritoriesmustbesetupatthecountrylevel.
TheterritoryhierarchyissetupthroughtheOracleTerritoryManagementapplication.
Aspartofimplementation,thevendormustsetupaterritorywiththePartnerManagementusagetocreateandpopulatechannelteams.
Theterritorythatissetupforreferralsisadifferentterritory,andiscreatedwiththeTradeManagementusage.
IfavendororganizationhasalreadyimplementedOracleTradeManagement,settingupanotherTradeManagementterritoryisnotrequired.
Formoreinformationoncreatingaterritoryhierarchy,refertoSettingupTerritoriesinOracleTerritoryManager,page3-6.
SettingupDataQualityManagement(DQM)DQMisatoolfromtheOracleTradingCommunityArchitecture(TCA)groupthatisusedtocheckforpotentialduplicatecustomersorcontactsforagivencustomerorcontact.
Whenaleadoropportunityreferraliscreated,thereferralrequestapprovermustcomparethecustomerorresellernameenteredwithexistingrecordsinTCA.
Iftherearenomatchesforthecustomerorthecustomercontact,anewcustomerand/orcontactarecreated.
Iftherearematchesforthecustomer,theapprovercanreviewanddecidetocreateaneworganizationoruseanexistingorganization.
Iftheapprovercreatesaneworganization,shealsocreatesanewcontact.
11-6OraclePartnerManagementImplementationGuideTheapproveralsousesDQMtoidentifywhetherornottheleadoropportunitybeingreferredalreadyexistsinthesystem.
Ifitmatchesanexistingleadoropportunity,thereferralrequestmightbedeclined.
Aspartofimplementation,thechanneladministratormayneedtosetupmatchingrulesinDQFormoreinformationonusingDQMandcreatingrules,refertoSettingupMatchingRuleswithOracleDataQualityManagement,page3-10.
Notethat,forsuccessfulpartnercontactdeduplicationforreferrals,amatchingrulecontainingthe"contactname"attributemustbecreated.
Ifseededmatchingrulesarebeingused,thechanneladministratormayusetheSAMPLE_SEARCHruletoenablepartnercontactdeduplication,ascontainsthe"contactname"attribute.
SettingupNotesNotescanbecreatedforareferralrequest.
Bydefault,allnotetypesthatarenotspecificallyassociatedwithanotherbusinessobjectareavailableforreferrals.
Avendorcancreateanotetypeforreferralrequeststolimitthenotetypechoicesthatauserseeswhencreatinganoteforareferral.
Formoreinformationaboutsettingupnotesandnotetypes,refertoSettingupNotes.
CreatingaReferralBenefitThechanneladministratorisresponsibleforcreatingreferralbenefits,whichchannelmanagerscanaddtopartnerprograms.
Therearethreebasictypesofreferralbenefits,andtheyarebasedonthetypeofsalestransactionsthatresultfromtheapprovalofthereferral:Opportunity:Whenthereferralisapproved,anopportunityiscreatedandlinkedtothereferral.
Opportunityassignedtopartner:Whenthereferralisapproved,anopportunityiscreatedandissubsequentlyroutedtothepartnerthatoriginallysubmittedthereferral.
Thereferralislinkedtotheopportunity.
Lead:Whenthereferralisapproved,aleadiscreatedandlinkedtothereferral.
Theleadcansubsequentlybequalified,andtheresultingopportunityroutedtothecorrectchannel.
Usethisproceduretosetupareferralasabenefit.
NavigationLoginasthechanneladministratorandnavigatetoPrograms>Benefits,selectReferralfromtheCreateBenefitdrop-downlist,andclickGo.
PrerequisitesForabenefittobecomeactive,thefollowingitemsmustexist:Atleastonebudgethasbeensetupforreferralcompensation.
TheNetAccrualOfferispresent.
Atleastoneproductcategoryhasbeensetup.
AtleastoneterritoryhasbeendefinedwiththeTradeManagementusage.
SettingUpReferralManagement11-7NotesSalesTransaction:SelectOpportunity,OpportunityassignedtoPartner,orLeadfromthelistdependingondesiredoutcomeofthereferralbenefit.
Budgetsregion:Selectoneormorebudgetsthatwillprovidefundstocompensatepartnersforreferrals.
BudgetName:Selectthenameofthebudgettobeusedfromthedrop-downlist.
Thelistdisplaysfixedbudgetsthatareactiveandthatthechanneladministratorhasaccessto.
Auserhasaccesstoabudgetifheisthebudgetownerorisontheaccesslistforthebudget.
RequestedBudgetAmount:Therequestedbudgetamountistheamountofmoneythatshouldbeusedtofundreferralscreatedfromthebenefit.
TheamountenteredhereismarkedasCommittedfundsinthebudget.
IftheprofileoptionOZF:AllowcommittedbudgettoexceedtotalamountissettoNo,therequestedbudgetamountcannotexceedtheamountinthebudget.
IftheprofileoptionissettoYes,thebenefitpassvalidationinspiteofthedifferenceinfunds.
RequestStatus:Thisispopulatedbythesystem.
Whenthebudgetpassesthevalidationprocess,thestatusisApproved.
AdditionalDetailsregion:Inthissectionyoucreatequestionsthatwillbeusedbyapproverstoevaluatethereferral.
Thepartner'sresponsesarecapturedandstoredinthepartner'sprofile.
Inaddition,someresponsesareusedtopopulatefieldsontheleadoropportunitythatisgenerateduponreferralapproval.
Foreachquestionthatyouadd,specifythefollowing:Label:Thisisthelabeldisplayedinthereferraldetailsundertheadditionaldetailssectionwhenthepartneriscreatingareferral.
ProfileAttribute:Selectaprofileattribute.
Theprofileattributeslistdisplaysseededattributesthathavebeenseededforleadoropportunityreferralsandcustomattributesthataredefinedtobevalidforreferrals.
Order:Theorderinwhichthequestionswillappearonthereferralrequest.
Mandatory:Selecttomakeaquestionmandatory.
Productsregion:Thereferralsrequestscreatedfromthisbenefitarerestrictedtotheproductcategoriesspecifiedhere.
Selecttheproductcategoryandthenprovidethefollowinginformationforeachcategoryincludedinthebenefit:CompensationPercentage:Specifiesthereferralcompensationtobepaidtothepartnersbasedonapercentageofthenetsalesamount.
Maximum:Setsacaponthereferralcompensationonaproduct-by-productbasis.
Foraspecificproduct,thereferralcompensationforthereferralcannotexceedthisamountregardlessofthecompensationpercentagespecified.
Territoriesregion:Intheterritoriesregion,youselectoneormoreterritoriesforthebenefitfromthedrop-downlistofterritoriesthathavebeensetupforreferrals.
Thecustomerassociatedwiththereferredleadoropportunitymustbelocatedinoneofthegeographicregionsspecifiedforthebenefit.
Territoriesmustbespecifiedforthebenefit.
Selecttheterritoryandthenprovidethefollowinginformation:Threshold:Thethresholdistheminimumamountthatisallowedforareferralrequest.
11-8OraclePartnerManagementImplementationGuideThethresholdisthetotalunitpriceforalltheproductslistedontherequest.
Forexample,areferralforthesaleoffivelaptopcomputersataunitpriceof$1000eachand10desktopcomputersatunitpriceof$500eachhasathresholdamountof$1500,orthetotalunitpriceofalltheproductsincludedintherequest.
Currency:Selectthecurrencyusedfortheterritory.
Action:Selecttheerrororwarningthatisusedwhenareferralrequestdoesnotmeetthethresholdamount:DisplayError:Anerrorisdisplayed,andtherequestcannotbesubmitted.
WarningtoApprover:Thereferralrequestcanbesubmittedforapproval,buttheapproverseesawarningaboutthethreshold.
WarningtoPartnerandApprover:Thereferralrequestcanbesubmittedforapproval,butboththeapproverandthepartnersubmittingtherequestseeawarning.
Expiration(Days):Optionally,youcanspecifythenumberofdaysthattheterritoryqualificationsareineffect.
Notificationsregion:Selectthenotificationsthatwillbesettopartnerandvendorusersinresponsetostatuschangesonreferralrequestsgeneratedfromthisbenefit.
Foreachreferralstatusthatforwhichyouwanttoprovideanotification,specifythefollowing:Status:Referralstatuschangethatrequiresnotification.
UserRole:Groupofusersthatneedstobenotifiedforthecorrespondingstatuschange.
NotificationName:Theworkflownotificationmessagethattheuserwillreceive.
Apply:Clicktosavethebenefit.
Activate:Clicktorunthebenefitvalidationprocess.
TheBenefitValidationProcessDuringthecreationprocess,abenefitgoesthroughanumberofbenefitstatuses:Active,Inactive,Draft,FailedValidation.
Whentheprocesscompletes,thestatusisupdatedtoActiveortoFailedValidation.
Whenabenefitiscreated,itcanbesavedinthedraftstatusbyclickingApply.
Atthispoint,novalidationisdoneonthebudget.
WhenthechanneladministratorclicksActivate,aNetAccrualOfferiscreatedinthebackgroundandbudgetvalidationisperformedontheoffer.
Budgetvalidationinvolvesensuringthattheproductsandterritoriesinformationspecifiedinthebenefitsetupscreencorrespondandfallundertheircounterpartsspecifiedinthebudget.
Budgetvalidationalsoensuresthateachofthebudgetrequestshasavalidamount.
Ifanyoneoftheaboveitemsfailedthevalidation,thebenefitstatusbecomesFailedValidation.
Otherwise,itbecomesActive.
WhenthebenefitstatusbecomesFailedValidation,itcanstillbere-activatedbycorrectingthefaileditem(s)andreapplyingthechanges.
Thisprocesscanberepeateduntilthebenefitbecomesactive.
Onceabenefitbecomesactive,thefollowingconditionshold:Budgetlinescannotberemoved,butnewlinescanstillbeadded.
SettingUpReferralManagement11-9Productsandterritoriescanneitherberemovednoradded.
NewAdditionalDetaillinescannotbeadded.
Notificationlinescanbeaddedorremoved.
SpecifyingaSalesChannelWhenareferralrequestisapproved,anunqualifiedlead,anunmatchedopportunity,oranopportunityforaspecificpartneriscreated.
Thesystemautomaticallyspecifiesasaleschannelforeachleadoropportunitycreatedfromareferralrequest.
Whenaleadiscreated,thesystemassignstheDirectchanneltothelead.
Theleadisthenroutedtotheleadengine,whichsubsequentlyqualifiestheleadandthenassignsachanneltotheresultingopportunity.
Whenanunmatchedopportunityiscreated,thechannelisdeterminedbytheprofileoptionOS:DefaultSalesChannel.
ThisprofileoptionispartoftheOracleSalesapplication.
Foradditionalinformationonthisprofileoption,refertotheOracleSalesImplementationGuideWhenareferralgeneratesanopportunityforaspecificpartner,thesystemassignsanindirectsaleschanneltotheopportunity.
TheprofileoptionPV:DefaultIndirectChannelTypedeterminesthenameoftheindirectchannelthatwillbeusedbydefaultforallopportunitiesthatareroutedtopartnersasaresultofareferral.
UsersandSecurityUserswhoaregrantedaccesstoallleadsandopportunitieswithinthesalesapplicationcanaccessallreferralsthatgeneratedaleadoranopportunity.
Inaddition,therearetwopermissionsthatareassociatedwithpartnerreferralrequests:SuperUserPermission-[PV_REFERRAL_SUPERUSER]-Allowsavendorusertoviewandupdateallreferralsandallowsapartnerusertoviewandupdateallreferralsownedbytheirorganization.
CompensationApprover-[PV_REF_COMP_APPROVER]-Thispermissionenablespartnerstoviewandacceptcompensationforreferrals.
ProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforpartnerreferralrequeststofunctionproperly.
Inadditiontotheprofileoptionsmentionedinthischapter,thereareadditionalprofileoptionsthatmayneedtobeset.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsforreferralrequests.
LookupsTherearesomeLookupsthatcanbemodifiedforreferralrequests.
RefertoAppendixB,"Lookups",pageB-1forinformationaboutLookupsrelatedtoreferralrequests.
11-10OraclePartnerManagementImplementationGuideConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyforreferralrequests.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
SettingUpReferralManagement11-1112SettingUpDealRegistrationThischaptercoversthefollowingtopics:OverviewEnablingProfileAttributesforDealRegistrationDefiningProductCategoriesSettingupApprovalsSettingupNotificationsSettingupTerritoriesSettingupDataQualityManagement(DQM)SettingupNotesCreatingaDealRegistrationBenefitSpecifyingaSalesChannelUsersandSecurityProfileOptionsLookupsConcurrentProgramsOverviewWhenpartnersresellyourproducts,thereisoftenaconflictbetweenyourdirectsalesforceandyourpartnernetwork.
DealRegistrationenablespartnerstosubmitopportunitiesandreceiveyourcommitmentnottocompetewiththemdirectlyandtosupportthemonthedeal.
Youincreasepartnerloyaltyandgainvisibilityintopartneractivity.
Whenpartnersregisteradeal,itisroutedtotheappropriateapprover(s).
Approversarenotifiedofthedealregistrationandtheyreviewitandapprove,reassign,ordeclineit.
Whenthedealregistrationisapproved,anewopportunityiscreatedinthesystemandassignedtothepartners'organizationforfulfillment.
Vendorsandpartnersreceivenotificationsaboutdealregistrationactivityandcannavigatedirectlyfromthenotificationintotheassociateddealregistration.
Notificationsareconfiguredbythevendorandsentwhenthestatuschanges,forexample,whenadealregistrationisapproved.
SettingUpDealRegistration12-1EnablingProfileAttributesforDealRegistrationWhenadealregistrationbenefitiscreated,thechanneladministratorcancreatequestionsthatapartnerusermustanswerwhensubmittingaregistrationrequest.
Thequestionsareassociatedwithpartnerprofileattributes,andtheanswerthepartneruserprovidesforthequestionsareusedtopopulatetheprofileattributesforthepartner.
Inaddition,someofthepartnerprofileattributescanbemappedtotheopportunitygeneratedasaresultofaregistration.
Thefollowingtableliststheseededpartnerprofileattributesthatareenabledforusewithdealregistrationbenefits.
Thechanneladministratorcanalsocreatecustomattributesthatcanbeusedwithregistrations.
Toenableacustomattributeforregistrations,theDealRegistrationcheckboxmustbeselectedfortheattribute.
SeededPartnerProfileAttributesEnabledforDealRegistrationQuestionMaptoOpportunityIndustry-Source(Campaign)XNumberofusers-OpportunityDescription-OpportunitySize-SIC-Totalemployees-InformationVerified-CustomerAnnualRevenue-DUNNS-TotalBudgetXResponseChannelXSalesStageXCloseDateXOfferXDefiningProductCategoriesWhenthechanneladministratorcreatesadealregistrationbenefit,shespecifiesoneormoreproductcategoriesforthebenefit.
Partnerscanthenregisteropportunitiesthatincludetheseproducts.
12-2OraclePartnerManagementImplementationGuideTheproductcategoriesthatachanneladministratorcanchoosefromarepresentedinahierarchythatisrelevantfordealregistration.
Thisinformationisusedasthebasisforapprovingadealregistrationrequest.
ProductcategoriesaresetupintheOracleAdvancedPricingapplication,andarecommonacrossallofanorganization'sproductlines.
Forinformationondefiningproductcategories,seeOracleAdvancedProductCatalogUserGuide.
SettingupApprovalsPartnerdealregistrationrequestsaresubjecttoanapprovalprocess.
Whenapartnerusersubmitsaregistrationrequest,itisroutedtoanapprover,whoisavendoruser.
Theapprovercanapprove,reassign,orrejecttherequest.
ThepartnerdealregistrationapprovalsprocessissetupandmanagedthroughtheOracleApprovalsManagementapplication.
Inadditiontovalidatingtheinformationsubmittedbyapartneruser,dealregistrationrequestapproversmustperformchecksforduplicateopportunities,duplicatecustomers,andduplicatecustomercontacts.
Iftheopportunitythatthepartneristryingtoregisterisalreadyinthesystem,theregistrationrequestmightberejected.
Ifaduplicatecustomerorcustomercontactisidentified,theapproverlinkstheinformationontheregistrationrequestwiththeexistingcustomerinformation.
TheseededtransactionforregistrationrequestsisPV:DealRegistrationManagement.
Numerousattributeshavebeendefinedforthistransaction.
AdefaultregistrationrequestapprovercanbeidentifiedusingthePV:DefaultDealRegistrationApproverprofileoption.
Formoreinformationonsettingupapprovalsfordealregistrations,refertoCreatingApprovalRulesinOracleApprovalsManager,page3-2.
SettingupNotificationsNotificationmessagesaresenttovendorandpartnerusersinresponsetoanumberofdealregistrationrequeststatuschanges.
NotificationmessagesfordealregistrationrequestsarecreatedandstoredintheOracleWorkflowBuilderapplication.
Anorganizationmightbeabletoimplementthenotificationsthathavebeenseededwithoutmodification.
However,ifyouneedtomakechangestotheseedednotifications,suchaschangingthemessagetext,addingURLstomessages,orevencreatingadditionalnotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
InWorkflowBuilder,theitemtypefordealregistrationnotificationsisPVDEALRN.
Thefollowingtableliststhenotificationsseededfordealregistrationsandliststhetypesofusersthatareeligibleforeachnotificationandtheregistrationrequeststatusthatisapplicableforthenotification.
SettingUpDealRegistration12-3NotificationsforDealRegistrationsNotificationNameUserDealRegistrationRequestStatusDealRegistrationCreated-VendorNotificationVendorApprovers,VendorChannelManagers,ReferralSuperuser(Vendor)PendingApprovalDealRegistrationCreated-PartnerNotificationPartnerContact,ReferralSuperuser(Partner)PendingApprovalDealApproved-RequiresCustomerDeduplication-VendorNotificationDQMApprover,VendorChannelManagers,ReferralSuperuserPendingCustomerReviewDealRegistrationDeclined-PartnerNotificationPartnerContact,ReferralSuperuser(Partner)DeclinedDealRegistrationAccepted-PartnerNotificationPartnerContact,ReferralSuperuser(Partner)ApprovedThefollowingtablelistsdealregistrationstatusesandthecorrespondingcode.
DealRegistrationStatusesDealRegistrationStatusDealCodeClosed.
DeadLeadCLOSED_DEAD_LEADClosed.
LostOpportunityCLOSED_LOST_OPPTYExpiredEXPIREDDraftDRAFTClosedbyVendorMANUAL_CLOSEPendingApprovalSUBMITTED_FOR_APPROVALExtendedbyVendorMANUAL_EXTENDPendingCustomerReviewAPPRVD_PENDNG_CSTMR_DQMDeclinedDECLINEDApprovedAPPROVEDSettingupTerritoriesAterritoryhierarchycanbesetupfordealregistrations.
Fordealregistrations,aterritoryhierarchyallowsthevendororganizationtoofferdifferentregistrationbenefitsbasedoncustomercountry.
Forexample,thevendormightwanttoallowregistrations12-4OraclePartnerManagementImplementationGuideondifferentproductsinCanadathanintheUnitedStates.
Theterritorymustbesetupatthecountrylevel.
Aterritoryhierarchyisoptionalfordealregistrations.
Ifnoterritoryisdefined,dealregistrationisenabledforallcountries.
However,whenaterritoryisusedfordealregistrations,countriesthatarenotlinkedtoaterritoryareunavailable.
TheterritoryhierarchyissetupthroughtheOracleTerritoryManagementapplication.
Aspartofimplementation,thevendormustsetupaterritorywiththePartnerManagementusagetocreateandpopulatechannelteams.
Theterritorythatissetupfordealregistrationisadifferentterritory,andiscreatedwiththeTradeManagementusage.
IfavendororganizationhasalreadyimplementedOracleTradeManagement,settingupanotherTradeManagementterritoryisnotrequired.
Formoreinformationoncreatingaterritoryhierarchy,refertoSettingupTerritoriesinOracleTerritoryManager,page3-6.
SettingupDataQualityManagement(DQM)DQMisatoolfromtheOracleTradingCommunityArchitecture(TCA)groupthatisusedtocheckforpotentialduplicatecustomersorcontactsforagivencustomerorcontact.
Whenaregistrationrequestissubmittedforapproval,thedealregistrationrequestapprovermustcomparethecustomerorresellernameenteredwithexistingrecordsinTCA.
Iftherearenomatchesforthecustomerorthecustomercontact,anewcustomerand/orcontactarecreated.
Iftherearematchesforthecustomer,theapprovercanreviewanddecidetocreateaneworganizationoruseanexistingorganization.
Iftheapprovercreatesaneworganization,shealsocreatesanewcontact.
TheapproveralsousesDQMtoidentifywhetherornottheopportunitybeingregisteredalreadyexistsinthesystem.
Ifitmatchesanexistingopportunity,theregistrationrequestmightbedeclined.
Aspartofimplementation,thechanneladministratormayneedstosetupmatchingrulesinDQM.
FormoreinformationonusingDQMandcreatingrules,refertoSettingupMatchingRuleswithOracleDataQualityManagement,page3-10.
SettingupNotesNotescanbecreatedforadealregistrationrequest.
Bydefault,allnotetypesthatarenotspecificallyassociatedwithanotherbusinessobjectareavailablefordealregistrations.
Avendorcancreateanotetypefordealregistrationrequeststolimitthenotetypechoicesthatauserseeswhencreatinganoteforaregistration.
Formoreinformationaboutsettingupnotesandnotetypes,refertoSettingupNotes,page3-13.
CreatingaDealRegistrationBenefitThechanneladministratorisresponsibleforcreatingdealregistrationbenefits,whichchannelmanagerscanaddtopartnerprograms.
Usethisproceduretocreateadealregistrationbenefit.
NavigationSettingUpDealRegistration12-5LoginasthechanneladministratorandnavigatetoPrograms>Benefits,selectDealRegistrationfromtheCreateBenefitdrop-downlist,andclickGo.
PrerequisitesForabenefittobecomeactive,thefollowingitemsmustexist:Atleastoneproductcategoryhasbeensetup.
NotesAdditionalDetailsregion:Inthissectionyoucreatequestionsthatwillbeusedbyapproverstoevaluatethedealregistrationrequest.
Thepartner'sresponsesarecapturedandstoredinthepartner'sprofile.
Inaddition,someresponsesareusedtopopulatefieldsonopportunitythatisgenerateduponregistrationapproval.
Foreachquestionthatyouadd,specifythefollowing:Label:Thisisthelabeldisplayedintheregistrationdetailsundertheadditionaldetailssectionwhenthepartneriscreatingaregistrationrequest.
ProfileAttribute:Selectaprofileattribute.
Theprofileattributeslistdisplaysseededattributesthathavebeenseededfordealregistrationsandcustomattributesthataredefinedtobevalidfordealregistration.
Order:Theorderinwhichthequestionswillappearonthedealregistrationrequest.
Mandatory:Selecttomakeaquestionmandatory.
Productsregion:Thedealregistrationrequestscreatedfromthisbenefitarerestrictedtotheproductcategoriesspecifiedhere.
Territoriesregion:Intheterritoriesregion,youselectoneormoreterritoriesforthebenefitfromthedrop-downlistofterritories.
Thecustomerassociatedwiththeregisteredopportunitymustbelocatedinoneofthegeographicregionsspecifiedforthebenefit.
Territoriesareoptionalfordealregistration.
Selecttheterritoryandthenprovidethefollowinginformation:Threshold:Thethresholdistheminimumamountthatisallowedforadealregistrationrequest.
Thethresholdisthetotalunitpriceforalltheproductslistedontherequest.
Forexample,anopportunityforthesaleoffivelaptopcomputersataunitpriceof$1000eachand10desktopcomputersatunitpriceof$500eachhasathresholdamountof$1500,orthetotalunitpriceofalltheproductsincludedintheopportunity.
Currency:Selectthecurrencyusedfortheterritory.
Action:Selecttheerrororwarningthatisusedwhenaregistrationrequestdoesnotmeetthethresholdamount:DisplayError:Anerrorisdisplayed,andtherequestcannotbesubmitted.
WarningtoApprover:Theregistrationrequestcanbesubmittedforapproval,buttheapproverseesawarningaboutthethreshold.
WarningtoPartnerandApprover:Theregistrationrequestcanbesubmittedforapproval,butboththeapproverandthepartnersubmittingtherequestseeawarning12-6OraclePartnerManagementImplementationGuideNotificationsregion:Selectthenotificationsthatwillbesettopartnerandvendorusersinresponsetostatuschangesonregistrationrequestsgeneratedfromthisbenefit.
Foreachdealregistrationrequeststatusforwhichyouwanttoprovideanotification,specifythefollowing:Status:Dealregistrationrequeststatus.
UserRole:Groupofusersthatneedstobenotifiedforthecorrespondingstatuschange.
NotificationName:Theworkflownotificationmessagethattheuserwillreceive.
Apply:Clicktosavethebenefit.
Activate:Clicktorunthebenefitvalidationprocess.
TheBenefitValidationProcessDuringthecreationprocess,abenefitgoesthroughanumberofbenefitstatuses:Active,Inactive,Draft,FailedValidation.
Whentheprocesscompletes,thestatusisupdatedtoActiveortoFailedValidation.
Whenabenefitiscreated,itcanbesavedinthedraftstatusbyclickingApply.
Atthispoint,novalidationisdoneonthebenefit.
Whenthechanneladministratorchangesthebenefit'sstatustoActiveandclicksApply,thebenefitvalidationprocessruns.
Ifthebenefitpassesvalidation,itsstatuschangestoActive.
Ifthebenefitdoesnotpassvalidation,thestatusbecomesFailedValidation.
Thebenefitcanstillbere-activatedbycorrectingthefaileditem(s)andreapplyingthechanges.
Thisprocesscanberepeateduntilthebenefitbecomesactive.
Onceabenefitbecomesactive,thefollowingconditionshold:Productsandterritoriescanbeneitherremovednoradded.
Newadditionaldetaillinescannotbeadded.
Notificationlinescanbeaddedorremoved.
SpecifyingaSalesChannelWhenadealregistrationrequestisapproved,anopportunityiscreatedandroutedtothepartnerthatregisteredthedeal.
Whenthesystemcreatestheopportunity,itassignsittoanindirectsaleschannel.
TheprofileoptionPV:DefaultIndirectChannelTypedeterminestheindirectchannelthatwillbeusedbydefaultforallopportunitiesthatcreatedfromdealregistrations.
UsersandSecurityUserswhoaregrantedaccesstoallopportunitieswithinthesalesapplicationcanaccessallregistrationrequeststhatgeneratedanopportunity.
Inaddition,theSuperUserPermission(PV_DEAL_SUPERUSER)allowsavendorusertoviewandupdatealldealregistrationsandallowsapartnerusertoviewandupdatealldealregistrationsownedbyhisorganization.
SettingUpDealRegistration12-7ProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetfordealregistrationrequeststofunctionproperly.
Inadditiontotheprofileoptionsmentionedinthischapter,thereareadditionalprofileoptionsthatmayneedtobeset.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsfordealregistrationrequests.
LookupsTherearesomeLookupsthatcanbemodifiedfordealregistrationrequests.
RefertoAppendixB,"Lookups",pageB-1forinformationaboutLookupsrelatedtodealregistrationrequests.
ConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyfordealregistrationrequests.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
12-8OraclePartnerManagementImplementationGuide13SettingUpSpecialPricingManagementThischaptercoversthefollowingtopics:OverviewSettingupSpecialPricingBudgetsOffersClaimsTradeProfilesSettingupSpecialPricingProductSecurityCreatingtheSpecialPricingResponsibilityCreatingtheSpecialPricingBenefitSettingupApprovalsSettingUpNotificationsSettingupDataQualityManagement(DQM)SettingupNotesUserSecurityOAMTransactionTypesandAttributesProfileOptionsLookupsConcurrentProgramsOverviewSpecialPricingManagementenablespartnerstosubmitandcheckthestatusofspecialpricingrequestsandclaimsonline.
Aspecialpricingrequestenablespartnerstorequestdiscountedpricingfromthevendor.
Partnerscanrequestdiscountsoncompetitivesalesdeals,specificend-customerdeals,andoninventorythattheyhavenotbeenabletomove.
Whenarequestissubmitted,itgetsroutedtotheappropriateapprover(s).
Approversarenotifiedoftherequestandtheyreviewtherequestandapproveordeclineit.
Afterthespecialpricingrequesthasbeenapproved,andthepartnerhasclosedthesale,he/shecansubmitaclaimtoreceivethediscountthatwasapproved.
TheclaimSettingUpSpecialPricingManagement13-1isroutedtotheclaimapproverwhothenvalidatestheclaim.
Whentheclaimgetsapproved,thevendorpaysthediscountamount.
Partnersreceivenotificationsaboutthespecialpricingrequestactivityandcanlinkdirectlyfromthenotificationintotheassociatedspecialpricingrequest.
Notificationsareconfiguredbythevendorandsentwhenthestatuschanges,forexample,whenaspecialpricingrequestisapproved.
Partnerscanaccessasummarylistofallthespecialpricingrequeststhattheyhaveaccessto,inthesystem.
Theycanbuildpersonalviewstoquicklyfindthespecialpricingrequeststhattheyaremostinterestedin.
LiabilityCalculationIncaseofspecialpricingrequests,theliabilitygetscreateduponapprovalforeachoftheproductsforthetotalapproveddiscountamount.
Whenarequestislinkedwithanotherrequest,theliabilityiscreatedonlyforamountsinproducts,whichexceedsthecurrentliabilityforthatproduct.
Forexample:Aspecialpricingrequest(SPR1234)hasbeensubmittedtosellproductsmentionedinthetablebelow,toaCustomerAfortheExistingInventoryscenario.
ProductDiscountAmountUnitsDiscountLaptop$120101000Desktop$100606000Aspecialpricingrequest(SPR1235)hasbeensubmittedtosellproductsmentionedinthetablebelow,toaCustomerAfortheExistingInventoryscenario.
ProductDiscountAmountUnitsDiscountLaptop$120111100Desktop$100555500IfSPR1234isapprovedfirstandSPR1235getslinkedtoSPR1234becauseitisarequestforthesameend-customerdeal,whenrequestSPR1235getsapproved,itcreatesanadditional$100liabilityforlaptopsandanadditionalliabilityisnotcreatedfordesktops.
Intheabovescenario,thesameunderlyingofferauthorizationcodewouldbeusedtotrackliabilitiesforbothrequestsandbothwouldhavesameagreementnumbers.
SettingupSpecialPricingBudgetsSpecialpricingrequestsarefundedfromoneormorebudgets.
BudgetsaresetupintheTradeManagementapplication,byauserwiththeOracleTradeManagementUserresponsibility.
Aspecialpricingbudgetsarefixedbudgets.
Afixedbudgetisapoolofmoneywithavaluegreaterthanzero.
Whenyoucreateafixedbudget,youdecidethemaximum13-2OraclePartnerManagementImplementationGuideamountoffundsthatitcaninclude(althoughadditionalfundscanbespecifiedlaterifneeded).
Afixedbudgetallowsthevendortotracktheamountoffundsthathavebeencommitted,used,earned,andpaidforfromthebudget.
Whenthebudgetissetup,anaccountcanbespecifiedandthenusedtotrackliabilityforthebudget.
AbudgetisspecifiedasaspecialpricingbudgetthroughtheOZF:Defaultbudgetforspecialpricingrequests.
Dependingonanorganization'sbusinessneeds,asinglespecialpricingbudgetcanfundallspecialpricingrequests,ormultiplebudgetscanbesetup.
Thisoptionneedstobesetforeachbudgetthatwillfundspecialpricingrequests.
CreatingaSpecialPricingBudgetUsethisproceduretocreateanewspecialpricingbudget.
NavigationLogontotheTradeManagementapplicationwiththeOracleTradeManagementUserresponsibility,andnavigatetoBudget>CreatetoaccesstheCreateBudgetpage.
PrerequisitesNoneNotesSetupType:SelectFixedBudget.
Category:Selecttheappropriatecategoryforthespecialpricingbudget.
Anorganizationcancreateacategorytoorganizespecialpricingbudgets.
RefertotheOracleTradeManagementImplementationGuideforadditionalinformationoncategories.
Owner:Bydefault,theowneristheusercreatingthebudget.
Adifferentownercanbespecified.
Createbutton:WhenyouclickCreate,theBudgetDetailpageappears.
Fromthatpage,youcanspecifyaccountinginformation,includinganaccrualliabilityaccountandasales/expense/chargeaccount.
RefertotheOracleTradeManagementImplementationGuideforadditionalinformation.
IdentifyingSpecialPricingBudgetsAfterthespecialpricingbudgetorbudgetshavebeensetup,theOZF:Defaultbudgetforspecialpricingprofileoptionmustbesettoidentifythebudgetsappropriately.
Ifanorganizationisgoingtouseasinglespecialpricingbudget,theprofileoptionissetattheSitelevel.
Thevalueisthenameofthebudget.
Ifanorganizationisimplementingmultiplebegetsforspecialpricing,theprofileoptionmustbesetforeachbudgetattheResponsibilitylevel,wheretheresponsibilitycorrespondstoabusinessunitorgeographicentity.
Thevalueisthenameofthebudget.
OffersWhenaspecialpricingrequestisapproved,anofferiscreatedinTradeManagement.
Thetypeofoffercreatedisdeterminedbythetypeofspecialpricingrequest:SettingUpSpecialPricingManagement13-3ScanDataOffer:Thisofferisgeneratedwhenapartnerrequestsspecialpricingforproductsthatalreadyexistinthepartner'sinventory.
Theofferenablesvendorstoreimbursepartnersforthediscountedamountonproductsthatpartnershavealreadybought.
Thepartnerwillneedtosubmitaclaimtobereimbursedfortheproductdiscount.
OffInvoiceOffer:Thisofferisgeneratedwhenapartnerrequestsspecialpricingforproductsthatitplanstopurchaseandthevendorapproverindicatesthatthepartnerwillreceivethediscountatthetimeanorderisplaced.
Thisofferactsasapricingmodifierforfutureorders.
VendorscanseetheOfferTypefieldduringapprovaliftheShipfromStockcheckboxisnotselected.
Ifthevendorapproverspecifiesthistypeofoffer,partnersdonothavetosubmitaclaim.
Anauthorizationcodeisgeneratedforthepartneruponapproval,whichneedstobeusedwhenbookingtheordertoreceivethediscount.
Theauthorizationcodeisdisplayedontheapprovedspecialpricingrequest.
AccrualOffer:Thisofferisgeneratedwhenapartnerrequestsspecialpricingforproductsthatitplanstopurchaseandthevendorapproverindicatesthatthepartnerwillneedtosubmitaclaimtoreceivethediscount.
Thisofferactsasapricingmodifierforfutureorders.
VendorscanseethisfieldduringapprovaliftheShipfromStockcheckboxisnotselected.
Ifthevendorapproverspecifiestypeofoffer,partnershavetosubmitaclaimtoreceivetheapproveddiscount.
Anauthorizationcodeisgeneratedforthepartneruponapproval,whichneedstobeusedwhenbookingtheordertoreceivethediscount.
Theauthorizationcodeisdisplayedontheapprovedspecialpricingrequest.
ThethreeoffersusedwithspecialpricingareseededinTradeManagementascustomsetups.
Itisnotrecommendedthatadditionaloffersbecreatedforspecialpricing.
TrackingFinancialLiabilityEachbudgethasfivekindsofthebudgetedamount.
TheyarePlanned,Committed,Utilized,Earned,andPaid.
Theplannedamountincreaseswhenarequestismadeonthatbudget.
Whenthebudgetrequestisapproved,thecommittedamountincreases.
IfaScanDataofferisgenerated,theutilizedandearnedamountsincreasewhentheofferisapproved.
IfanAccrualorOff-Invoiceofferisgenerated,theutilizedamountincreaseswhenanorderisbookedandtheearnedamountincreasesaftertheorderisshipped.
ForScanDataandAccrualoffers,thepaidamountincreasesafterclaimsareclosed.
ForOff-Invoiceoffer,thepaidamountincreasesafteraninvoiceisgeneratedforthatorder.
Inthisflow,liabilitiesareearningsthataretrackedbasedontheoffertypes.
IntheExistingInventoryscenario,accrualsarecreatedthatcanbepaiduponcompletionofthesale.
IntheNewInventoryscenario:WhenarequestisapprovedwithAccrualoffers,utilizationsarecreatedafterordersareplacedandbecomeavailableforpaymentsoncetheyareshipped.
WhenarequestisapprovedwithOff-invoiceoffers,liabilitiesarenottrackedasthediscountistakendirectlyofftheinvoice.
Formoreinformationonliabilities,seetheOracleTradeManagementUserGuide.
ClaimsAclaimisusedforpartnerreimbursementintwospecialpricingscenarios:13-4OraclePartnerManagementImplementationGuideWhenapartnerisrequestingspecialpricingonexistinginventory.
Whenarequestofthistypeisapproved,aScanDataofferiscreatedandanagreementnumberisgenerated.
Thepartnerusesthecodewhensubmittingaclaim.
Whenapartnerrequestsspecialpricingonnewinventoryandthevendorapproverindicatesthatthepartnerwillneedtosubmitaclaimtoreceivethediscount.
WithanAccrualrequest,anAccrualofferiscreatedandanagreementnumberandanauthorizationcodearegenerated.
Thepartnerusestheauthorizationcodewhenbookingtheorderandtheagreementnumberwhenwhensubmittingaclaim.
WhenaScanDataoranAccrualspecialpricingrequestisapproved,aclaimisautomaticallygeneratedinTradeManagement.
Adefaultclaim(whichiscalledClaims)isavailableinTradeManagementasacustomsetup.
Thedefaultclaimspecifiesthatanumberofitemswillbeincludedintheclaimform,includingteaminformation,notes,andrequesthistory.
Anorganizationcanalsocreatecustomizedclaim,ifrequired.
Creatingacustomclaimprovidesthefollowingbenefits:Sinceallclaimsthatusethedefaultcustomsetuphavethesameprefix,identifyingthetypeofpartnerrequestaclaimisassociatedwithcouldbecomedifficult.
Creatingacustomerclaimallowsyoutosetupanewprefixthatcanbeusedtoeasilyidentifyspecialpricingclaims.
Allowsyoutosetupadifferentapprovalroutingprocessfordifferenttypesofclaims.
Thedefaultclaimdoesnotimplementaclaimsapprovalprocess.
Allowsyoutosetupadifferentclaimvalidationprocess.
RefertotheOracleTradeManagementImplementationGuideforadditionalinformation.
TradeProfilesTradeProfilesallowdefaultingofpaymentmethods,vendorandvendorsitemappingforapartnerandbatchlevel,linelevelthresholdlimitsforerrormarginsofspecialpricingclaimssubmittedthroughtheIndirectSalesManagementmodule.
TradeprofilesaresetupfromOracleTradeManagementUser>Administration>TradeManagement>Customer>TradeProfile.
Formoreinformation,seeOracleTradeManagementImplementationGuide.
SettingupSpecialPricingProductSecurityAvendormightwanttolimittheproductsorproductcategoriesforwhichpartnerscanrequestspecialpricing.
Bydefault,allproductsareenabledforspecialpricing.
LimitingtheproductseligibleforspecialpricinginvolvesfirstenablingproductsecuritythroughtheOZF_SP_ENABLE_PRODUCT_SECURITYprofileoption,andthenspecifyingproductcategoriesforapartnerfromthepartner'sprofiletab.
SettingtheOZF_SP_ENABLE_PRODUCTSECURITYProfileOptionTheOZF_SP_ENABLE_PRODUCT_SECURITYprofileoptionissetateithertheSiteortheResponsibilitylevel,wheretheresponsibilitycorrespondstoabusinessunitorgeographicentity.
AnorganizationwouldsettheprofileattheResponsibility,forexample,ifitwantedtoenablesecurityforpartnersforonecountrybutdisableitforpartnersindifferentcountry.
SettingUpSpecialPricingManagement13-5IfthevalueissettoNo,partnerscanrequestspecialpricingforallproducts.
IfthevalueissettoYes,partnerscanrequestspecialpricingforproductsspecifiedintheSpecialPricingProductCategoriesattributeonly.
SpecifyingProductCategoriesforSpecialPricingTheproductcategoriesthatcanbeusedforspecialpricingrequestsarespecifiedindividuallyforeachpartnerfromtheProfiletabonPartnerDetailspage.
ThecategoriesthatarelistedcomefromtheProductCatalog.
CreatingtheSpecialPricingResponsibilityTomaketheSpecialPricinglinkavailableintheQuickLinksbin,acustomresponsibilitymustbecreatedandthisresponsibilitycanincludethespecialpricingfunctioninthemenustructure.
MenustiedwiththePartnerSuperUserresponsibilitycanbeusedasareferencetocreatemenusforcustomresponsibilities.
FordefiningmenusthatcanbeusedwiththeQuickLinksbin,seetheOracleiStoreImplementationGuide.
Usethisproceduretocreateacustomresponsibilityforaccessingaspecialpricingrequest,withrootmenuandmenuexclusions.
NavigationLogintoOracleFormsasthesystemadministratorandnavigatetoSecurity>Responsibility>Define.
PrerequisitesNone.
NotesResponsibilityName:PartnerSpecialPricingApplication:PartnerRelationshipManagementResponsibilityKey:PV_SPECIALPRICEDescription:ResponsibilityforSpecialPricingName:StandardApplication:PartnerRelationshipManagementMenu:RootmenunameSubmenu:OZF_SPECIAL_PRICE_OTHERCreatingtheSpecialPricingBenefitSpecialpricingismadeavailabletopartnersasabenefitofpartnerprogrammembership.
AspecialpricingbenefitiscreatedbythechanneladministratorasabenefitofthetypeOther.
AchannelmanagercanassigntheSpecialPricingbenefittoapartnerprogram.
Subsequently,thechanneladministratormapstheprogramwiththeSpecialPricingresponsibility,whichprovidesthepartnerusersaccesstospecialpricingpages.
13-6OraclePartnerManagementImplementationGuideSettingupApprovalsSpecialpricingrequestsaresubjecttoanapprovalsprocess.
Whenapartnerusersubmitsaspecialpricingrequest,itisroutedtoanapprover,whoisavendoruser.
Theapprovercanapproveorrejecttherequest.
ThespecialpricingapprovalsprocessissetupandmanagedthroughtheOracleApprovalsManagementapplication.
TheseededtransactionforspecialpricingapprovalisOZFSpecialPricingRequest.
Numerousattributeshavebeendefinedforthetransaction.
AdefaultspecialpricingapprovercanbeidentifiedusingtheOZF:DefaultSpecialPricingRequestApproverprofileoption.
Formoreinformationonsettingupapprovalsforspecialpricing,refertoCreatingApprovalRulesinOracleApprovalsManager,page3-2.
SettingUpNotificationsNotificationmessagesaresenttovendorandpartnerusersinresponsetoanumberofspecialpricingrequeststatuschanges.
NotificationmessagesforspecialpricingarecreatedandstoredintheOracleWorkflowBuilderapplication.
Anorganizationbeabletoimplementthenotificationsthathavebeenseededforspecialpricingwithoutmodification.
However,ifyouneedtomakechangestotheseedednotifications,suchaschangingthemessagetext,addingURLstomessages,orevencreatingadditionalnotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
InWorkflowBuilder,theitemtypeforspecialpricingnotificationsisOZFSPBEN.
Thefollowingtableliststhenotificationsseededforspecialpricing,andliststhetypesofusersthatareeligibleforeachnotificationandthespecialpricingrequeststatusthatisapplicableforthenotification.
SeededNotificationsforSpecialPricingNotificationNameUserSPRequestStatusRequestCreated-ChannelManagerNotificationChannelManagerDraftRequestSubmitted-PartnerNotificationPartnerContact,SpecialPricingSuperUserPendingApprovalRequestSubmitted-VendorNotificationVendorChannelManager,VendorApprovers,SpecialPricingSuperUserPendingApprovalRequestApproved-PartnerNotificationPartnerContact,SpecialPricingSuperUserApprovedRequestReturned-PartnerNotificationPartnerContact,SpecialPricingSuperUser--RequestCancelled-PartnerNotificationPartnerContact,SpecialPricingSuperUser--RequestDeclined-PartnerNotificationPartnerContact,SpecialPricingSuperUserDeclinedSettingUpSpecialPricingManagement13-7Thefollowingtablelistsspecialpricingstatusesandthecorrespondingspecialpricingcode.
SpecialPricingRequestStatusesStatusCodeDraftDRAFTPendingApprovalSUBMITTED_FOR_APPROVALApprovedAPPROVEDDeclinedDECLINEDClosedCLOSEDSelectingNotificationMessagesforSpecialPricingRequestsThenotificationmessageslistedintheSeededNotificationsforSpecialPricingareavailableforusewithspecialpricingrequests,butarenotenabledbydefault.
Thechanneladministratorisresponsibleforselectingwhichoftheseeded,aswellasanyadditionalcustomnotificationscreatedbythevendor,willbeusedbythevendor.
NavigationLoginasthechanneladministratorandselectSpecialPricingNotifications.
Then,clickAddAnotherRow.
PrerequisitesNoneNotesAnycombinationofspecialpricingrequeststatus,usertype,andnotificationmessagecanbecreated.
UsetheSeededNotificationsforSpecialPricingtableasaguidetomakesurethatyouhaveassociatednotifications,users,andspecialpricingstatusesappropriately.
SettingupDataQualityManagement(DQM)DQMisatoolfromtheOracleTradingCommunityArchitecture(TCA)groupthatisusedtocheckforpotentialduplicatecustomersorcontactsforagivencustomerorcontact.
Whenaspecialpricingrequestiscreated,theend-customernameandresellerenteredcanbematchedtoanexistingrecordinTCA.
Ifaduplicaterecordexists,theapproverselectstheexistingendcustomerorpartnerrecord,andthesystemlinkstheselectedrecordwiththespecialpricingrequest.
Ifthesystemfindsanexactmatchwithoneandonlyoneparty,thenthesystemautomaticallylinkstheselectedrecordwiththespecialpricingrequest.
Ifaduplicaterecorddoesnotexist,theapprovercreatesanewendcustomerorpartnerrecord.
UserswiththepermissionOZF_SPECIAL_PRICE_DQMandOZF_SPECIAL_PRICE_SUPERUSERcanidentifyDQMapprovers.
Anyuserwiththispermissionandwithaccesstothespecialpricingfunctioncanlookuprequeststhatneedpartymatchingfromtheentirerequestlistbyfilteringrequests.
IntheCreateViewpage,addthe13-8OraclePartnerManagementImplementationGuideCustomerDataMergedcolumninthesearchquerytofilterdataandviewrequestsforwhichDQMisrequiredtoberun.
FormoreinformationonsettingupmatchingwithDQM,refertoSettingupMatchingRuleswithOracleDataQualityManagement,page3-10.
SettingupNotesNotescanbecreatedforaspecialpricingrequest.
Bydefault,allnotetypesthatarenotspecificallyassociatedwithanotherbusinessobjectareavailableforwithspecialpricingnotes.
Avendorcancreateanotetypeforspecialpricinglimitthenotetypeschoicesthatareavailableforaspecialpricingrequest.
Formoreinformationaboutsettingupnotesandnotetypes,refertoSettingupNotes,page3-13.
UserSecurityTwopermissionsareassociatedwithspecialpricing.
Thepermissionscanbeassignedtoanexistingrole,oranewpermissions-basedrolecanbecreatedandassignedtoselectedspecialpricingusers.
OZF_SPECIAL_PRICE_SUPERUSER:Vendoruserswiththispermissioncanview,update,approveandhaveDQMaccesstoallrequests.
Partneruserswiththispermissioncanviewandupdateallrequestsmadebytheirorganization.
OZF_SPECIAL_PRICE_DQM:VendoruserswiththispermissioncanmatchapartyrecordtoamasterTCArecordorcreateanewpartyrecord.
AnyonewiththispermissioncanseetheDQMflaginthePersonalizescreenandselectrecordswhereDQMhasnotbeenrunandthenselectanexistingorcreateanewrecord.
OAMTransactionTypesandAttributesThetransactiontypeforspecialpricingisseededandthevalueisOZF:SpecialPricingRequest.
Thefollowingmandatoryattributesareseeded.
ALLOW_DELETING_RULE_GENERATED_APPROVERSALLOW_REQUESTOR_APPROVALAT_LEAST_ONE_RULE_MUST_APPLYEVALUATE_PRIORITIES_PER_LINE_ITEMSpecialPricingManagementhasheaderandlinelevelattributes.
Thefollowingtabledescribestheheaderattributes.
SettingUpSpecialPricingManagement13-9HeaderAttributesAttributeDescriptionRequiringApprovalTypesALLOW_EMPTY_APPROVAL_GROUPSWhethertoallowapprovalgroupsnottohavemembers.
approval-groupchainofauthority,post-chain-of-authorityapprovals,pre-chain-of-authorityapprovalsCURRENCY_CODECurrencyCodeNoneEND_CUSTOMER_COUNTRYEndCustomerCountryNoneEND_CUSTOMER_NAMEEndCustomerNameNoneIS_VADTofindwhetherthepartnerisadistributorNoneMEMBERSHIP_TYPEPartnerMembershipTypeNonePARTNER_COUNTRYPartnerCountryNonePARTNER_INDUSTRYPartnerIndustryNonePARTNER_LEVELPartnerLevelNonePARTNER_NAMEPartnerNameNonePARTNER_TYPEPartnertypeNoneREQUESTED_AMOUNTTotalDiscountAmountNoneREQUEST_TYPE_CODEDiscountTypeNoneSHIP_FROM_STOCKShipFromStockNoneThefollowingtabledescribesthelinelevelattributes.
LineLevelAttributesAttributeDescriptionRequiringApprovalTypesDISCOUNT_AMOUNTRequestedDiscountAmountNoneDISCOUNT_TYPEDiscountTypeNonePRODUCTProductNoneREQUESTED_QUANTITYRequestedQuantityNoneREQUESTED_UOMRequestedUOMNone13-10OraclePartnerManagementImplementationGuideInteractionsInteractionsareloggedwheneverthestatuschangesforaspecialpricingrequest.
Thefollowingtableprovidesinformationonseededinteractionmessagesthatwouldbeloggedforthecorrespondingstatuschanges.
InteractionMessagesMessageNameStatusLoggedOZF_SP_PENDING_LOGPendingApprovalOZF_SP_REJECTED_LOGDeclinedOZF_SP_APPROVED_LOGApprovedOZF_SP_CLOSED_LOGClosedOZF_SP_DRAFT_LOGDraftProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforspecialpricingtofunctionproperly.
Inadditiontotheprofileoptionsmentionedinthischapter,thereareadditionalprofileoptionsthatmayneedtobeset.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsforspecialpricing.
LookupsTherearesomeLookupsthatcanbemodifiedforspecialpricing.
RefertoAppendixB,"Lookups",pageB-1forinformationaboutLookupsrelatedtospecialpricing.
ConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyforspecialpricing.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
SettingUpSpecialPricingManagement13-1114SettingUpPartnerFundsManagementThischaptercoversthefollowingtopics:OverviewSettingupPartnerFundBudgetCategoriesandBudgetsOffersClaimsTradeProfilesCreatingaBudgetApprovalProcessSettingPerformanceObjectivesSettingupReturnandDeclineOptionsGeographySettingUpPartnerFundBenefitsSettingupApprovalsSettingUpNotificationsSettingupNotesUserSecurityOAMTransactionTypesandAttributesProfileOptionsLookupsConcurrentProgramsOverviewPartnerFundsManagementenablespartnerstosubmitandcheckthestatusoffundrequestsandclaimsonline.
Partnerscanrequestfundsforspecificmarketingactivitiesthatareintendedtoincreasesalesofthevendor'sproducts.
Whenapartnersubmitsafundrequest,itgetsroutedtotheappropriateapprover(s).
Approversarenotifiedoftherequestandtheyreview,approve,decline,orreturntherequest.
Theapprovercanreturntherequestaskingthepartnertoprovideadditionalinformation.
Afterthepartnerresubmitstherequestandtherequestisapproved,itexecutesthemarketingactivityand,subsequently,submitsaclaimtoSettingUpPartnerFundsManagement14-1redeemmoneyfromthevendor.
Whenthepartnersubmitsaclaim,itisroutedtotheclaimapproverwhothenvalidatestheclaim.
Whentheclaimgetsapproved,thevendorpaystheamount.
Partnerandvendorusersreceivenotificationsaboutthefundrequestactivityandcannavigatedirectlyfromthenotificationintotheassociatedfundrequest.
Notificationsareconfiguredbythevendorandsentwhenthestatuschanges,forexample,whenoneofthefundrequestsisapproved.
Partnerscanaccessasummarylistofallthefundrequeststhattheyhaveaccesstointhesystem.
Theycanbuildpersonalviewstoquicklyfindthefundrequeststhattheyaremostinterestedin.
Settinguppartnerfundsinvolvescreatingbudgets,budgetcategories,activities,andmediainOracleTradeManagement.
AdditionalOracleTradeManagementsetupsincludecreatingacustomclaimandbudgetapprovalrules.
Otherpartnerfundsetupsincludecreatingfundapprovalrules,notifications,andgeographiccriteria.
TrackingFinancialLiabilityEachbudgethasfivekindsofbudgetedamounts.
TheyarePlanned,Committed,Utilized,EarnedandPaid.
Theplannedamountincreaseswhenarequestismadeonthatbudget.
Whenthebudgetrequestisapproved,thecommittedamountincreases.
Theutilizedandearnedamountsincreasewhentheofferisapproved.
Thepaidamountincreasesafterclaimsareclosed.
Inthisflow,liabilitiesareearningsthataretrackedattheexpenselines.
SettingupPartnerFundBudgetCategoriesandBudgetsPartnerfundsareintendedformarketingcampaigns.
Thechanneladministratormustsetupbudgetsandbudgetcategoriestofundmarketingactivities.
BudgetsandtheirrelateditemsaresetupandmanagedintheOracleTradeManagementApplication.
Whenabudgetiscreatedformarketingpurposes,activitiesandmediaitemsmustbeassociatedwiththebudget.
Anactivityisamarketingactivity,suchasamassmailingoranadvertisementinatradepublication.
Amediaitemisacomponentofanactivity;forexample,amassmailingactivitymightincludemediaitemssuchaspostage,design,andprinting.
Activitiesareassociatedwithbudgetcategories.
Whenapartnerfundsbudgetiscreated,itisassociatedwithabudgetcategory,whichautomaticallyassociatesactivitiesandtheircorrespondingmediaitemswiththepartnerfundsbudget.
Liabilityisthentrackedatthemediaitemlevelforthebudget,andpartnersmustreporttheirexpensesatthemediaitemlevelwhenrequestingcompensationformarketingactivities.
Thissectionprovidesbasicproceduresforsettingupmediaitems,activities,budgetcategories,andbudgets.
Formoreinformation,refertotheOracleTradeManagementImplementationguide.
CreatingaMarketingMediaItemUsethisproceduretocreatemarketingmediaitems.
Navigation14-2OraclePartnerManagementImplementationGuideLogontoOracleTradeManagementwiththeOracleTradeManagementUserresponsibility,andthennavigatetoAdministration>TradeManagement>MarketingMedium>Create.
TheMarketingMediumpageappears.
PrerequisitesNoneNotesActivity:Selectanactivitywithwhichtoassociatethemarketingmedium.
Ifamediaitemisassociatedwithanactivity,itisavailableforthatactivityonly.
Otherwise,amediaitemcanbeassociatedwithanyactivity.
PreferredVendor:Allowsthevendortoidentifyanorganizationthatitpreferstousetocreateaparticulartypeofmedium.
Examplesofpreferredvendorsincludeapreferredprinterorapreferreddesignfirm.
CreatingaMarketingActivityUsethisproceduretocreateamarketingactivity.
NavigationLogontoOracleTradeManagementwiththeOracleTradeManagementUserresponsibility,andthennavigatetoAdministration>TradeManagement>Activity>CreateandthenclickCreate.
TheCreateActivitypageappears.
PrerequisitesNoneNotesActive:Selecttoenabletheactivityforusewithabudgetcategory.
MarketingMedia:Selectthemarketingmediatobeassociatedwiththeactivity.
CreatingaBudgetCategoryUsethisproceduretocreateabudgetcategory.
NavigationLogontoOracleTradeManagementwiththeOracleTradeManagementUserresponsibility,andthennavigatetoAdministration>TradeManagement>Category>CreateandthenclickCreate.
TheCreateCategorypageappears.
PrerequisitesNone.
Notes:Createdfor:SelectBudget.
TheActivitylistappears.
Enabled:Selecttomakethebudgetcategoryactive.
Sales/Expense/ChargeAccount:UsethelookuptoselectanOracleGeneralLedgeraccountfortrackingpurposes.
AccrualLiabilityAccount:UsethelookuptoselectOracleGeneralLedgeraccountforliabilitytracking.
Activity:Usethesearchtoaddanactivitytothebudgetcategory.
SettingUpPartnerFundsManagement14-3CreatingaBudgetBudgetsforpartnerfundscanbeeitherfixedoraccrualbudgets:FixedBudget:Afixedbudgetcontainsaspecificamountoffunds.
Afixedbudgetallowsthevendortotracktheamountoffundsthathavebeencommitted,used,earned,andpaidforthebudget.
CompaniesgenerallyusefixedbudgetsforMarketingDevelopmentFunds(MDF)budgets.
CompaniesgenerallycreateMDFbudgetsinwhichtheyplantospendacertainamountofchannelmarketingdollarsinaparticulartimeframe(forexample,aquarterorayear).
AccrualBudget:Anaccrualbudgetstartswithzerofunds.
Thebudgetisthenbuiltupbasedonactualpartnersales.
Forexample,$100isaddedtothebudgeteachtimeapartnersells10unitsofaspecifiedproduct.
Companiesgenerallyuseaccrualbudgetsforco-opbudgets,Co-opbudgetsareusedtoofferpartnersapercentageoftheirsalesrevenueviachannelmarketingfunds.
Therearetwotypesofaccruedbudgets:Accruefundsforcustomers:Moneyisaccruedbyapartneroveraperiodoftime.
Thepartnercanlaterrequestsomeorallofthefundsbysubmittingaclaimorshortpayinganinvoice.
Accruefundsforsales:Moneyisaccruedbypartnerovertime.
Asalesrepresentativecanrequestsomeorallofthefundstosupportmarketingactivitiesortorewardapartner.
SettingupaFixedBudgetUsethisproceduretosetupafixedbudgetforpartnerfunds.
NavigationLogontotheTradeManagementapplicationwiththeOracleTradeManagementUserresponsibility,andnavigatetoBudget>Create,andthenclickCreatetodisplaytheCreateBudgetpage.
PrerequisitesAbudgetcategoryforpartnerormarketingfundsshouldbeavailable.
Activitiesandmarketingmediashouldbeassociatedwiththecategory.
NotesSetupType:SelectFixedBudget.
Category:Selecttheappropriatecategoryforthepartnerfundsbudget.
Owner:Bydefault,theowneristheusercreatingthebudget.
Adifferentownercanbespecified.
RefertotheOracleTradeManagementImplementationguideforinformationonotherfields,ifnecessary.
SettingupanAccrualBudgetUsethisproceduretosetupanaccrualbudgetforpartnerfunds.
NavigationLogontotheTradeManagementapplicationwiththeOracleTradeManagementUserresponsibility,andnavigatetoBudget>Create,andthenclickCreatetodisplaytheCreateBudgetpage.
14-4OraclePartnerManagementImplementationGuidePrerequisitesAbudgetcategoryforpartnerormarketingfundsshouldbeavailable.
Activitiesandmarketingmediashouldbeassociatedwiththecategory.
NotesSetupType:AccrualBudget.
Category:Selecttheappropriatecategoryforthepartnerfundsbudget.
BudgetAmount:Foranaccrualbudget,theamountshouldbezero.
HoldbackAmount:Foranaccrualbudget,theamountshouldbezero.
Owner:Bydefault,theowneristhepersoncreatingthebudget.
Usethesearchtospecifyadifferentowner.
AccrueTo:SelectCustomerorSalesAccrualBasis:SelectAccrualPerOrderorCumulativeOrderVolume.
DiscountLevel:SelectLineLiabilityFlag:DeselectifthebudgetisanAccruetoCustomer.
WhenyouclickCreate,theBudgetDetailpageappears.
Fromthispage,youcanspecifyaccountinginformation(fromtheGeneralLedgerapplication),includinganaccrualliabilityaccountandasales/expense/chargeaccount.
ClickRequestApprovaltobeginthebudgetapprovalprocess.
OffersWhenapartnerfundrequestisapproved,anofferiscreatedinTradeManagement.
PartnerfundsusestheseededcustomsetupSoftFund-Lumpsumofferforpartnerfunds.
Whenapartner'sfundrequestisapproved,alumpsumofferbasedonthiscustomsetupiscreatedautomatically.
Theofferisusedtotrackfundscommittedforthefundrequest.
Bydefault,theBudgetApprovalprocesshasbeendisabledfortheSoftFund-Lumpsumoffer.
Dependingonbusinessrequirements,budgetapprovalcanbeenabledfortheoffer,andthenthevendorcansetupanapprovalprocessforsoftfundbudgets.
Itisnotrecommendedthatyoucreateadditionaloffersforpartnerfunds.
ClaimsAdefaultclaim(whichiscalledClaims)isavailableinTradeManagementasacustomsetup.
Thisdefaultclaimisusedforallflowsthatrequireaparty(forexample,apartner)submitaclaimtobereimbursedforanmarketingactivityorothersituation.
Whenapartnerfundrequestisapproved,aSoftFund-Lumpsumofferiscreated.
Theoffercreatesanauthorizationcode.
Whenapartnerusersubmitsaclaimforreimbursementformarketingactivities,shemustincludetheauthorizationcodeontheclaimtolinktheclaimwiththeofferandtheapprovedfundingrequest.
Thedefaultclaimspecifiesthatanumberofitemswillbeincludedintheclaimform,includingteaminformation,notes,andrequesthistory.
Anorganizationcanalsocreatecustomizedclaim,ifrequired.
Creatingacustomclaimprovidesthefollowingbenefits:SettingUpPartnerFundsManagement14-5Sinceallclaimsthatusethedefaultcustomsetuphavethesameprefix,identifyingthetypeofpartnerrequestaclaimisassociatedwithcouldbecomedifficult.
Creatingacustomerclaimallowsyoutosetupanewprefixthatcanbeusedtoeasilyidentifypartnerfundclaims.
Allowsyoutosetupadifferentapprovalroutingprocessfordifferenttypesofclaims.
Thedefaultclaimdoesnotimplementaclaimsapprovalprocess.
Setupadifferentclaimvalidationprocess.
RefertotheOracleTradeManagementImplementationGuideforadditionalinformationoncreatingcustomclaims.
TradeProfilesTradeProfilesallowdefaultingofpaymentmethods,vendorandvendorsitemappingforapartner.
TradeprofilesaresetupfromOracleTradeManagementUser>Administration>TradeManagement>Customer>TradeProfile.
Formoreinformation,seetheOracleTradeManagementImplementationGuide.
CreatingaBudgetApprovalProcessDependingonanorganization'sbusinessrequirements,aseparateapprovalprocesscanbecreatedfortheallocationofbudgetfundsassociatedwithapartnerfundrequest.
ThebudgetapprovalprocessissetupinOracleTradeManagement,andisinitiatedwhenaSoftFund-Lumpsumofferiscreatedupontheapprovalofapartnerfundrequest.
Notethatthebudgetapprovalprocessisaseparateprocessfromthepartnerfundrequestapprovalprocess,whichissetupandadministratedfromtheOracleApprovalsManagerapplication.
Inthebackground,theconcurrentprogramAMSMarketingGenericApprovalrunstomanagetheapprovalworkflowsetupinthisprocedure.
NavigationLogintoOracleTradeManagementwiththeOracleTradeManagementUserresponsibility,andnavigatetoAdministration>TradeManagement>ApprovalRule,andthenclickCreatetodisplaytheApprovalRuleDetailspage.
PrerequisitesBeforecreatingabudgetapprovalprocess,makesurethat:BudgetApprovalisenabledfortheSoftFund-Lumpsumcustomsetup.
TheappropriatebudgetapproverRoleTypesandRoleshavebeencreatedaspartoftheOracleTradeManagementimplementationprocess.
NotesApprovalRuleFor:SelectBudgetRequest.
BudgetCategory:Optionally,abudgetapprovalprocesscanbeassociatedwithabudgetcategory.
MinimumAmount:Dependingonbusinessrequirements,budgetapprovalmightberequiredforrequeststhatareoveracertainamount.
Eitherenteraminimumamounthere,orenterzeroifallbudgetrequestsmustbeapproved.
14-6OraclePartnerManagementImplementationGuideApprovers:TheapproverslistappearsaftertheCreatebuttonisclicked.
Addoneormoreapproverstothelist.
WerecommendthatyouselectapproversoftypeUser.
SettingPerformanceObjectivesAperformanceobjectiveistheexpectedoutcomeforamarketingactivity.
Performanceobjectivesappearonafundrequestanditsrelatedclaim(s).
Whenapartnerusersubmitsafundrequest,heisrequiredtoindicatetheperformancethatisexpectedasaresultofthemarketingactivitiesforwhichheisrequestingfundin.
,Then,whentheusersubmitsaclaimforthefunding,hemustindicatetheactualperformanceforthemarketingactivity.
Performanceobjectivesappearinadrop-downlist,whichispopulatedfromaLookup.
TheperformanceobjectivesLeadsandRevenuesareseeded;thechanneladministratorcanaddadditionalobjectivesaswell.
PerformanceobjectivesaresetupfromtheOracleTradeManagementAdministrationapplication.
ThelookupthatisusedforperformanceobjectivesisOZF_PARTNER_PERFORMANCE.
SettingupReturnandDeclineOptionsWhenafundrequestapprovereitherreturnsarequesttoapartnerordeclinesarequestoutright,hemustprovideareason.
Returnanddeclinereasonsappearindrop-downliststhatarepopulatedbyLookups.
ReturnanddeclinereasonsaresetupfromtheOracleTradeManagementAdministrationapplication.
TheLookupOZF_SF_DECLINE_CODEprovidesdeclinereasons.
ThefollowingvaluesareseededfortheLookup:COLLATERAL:Thecollateralsubmittedwiththerequestdidnotmeetthevendor'scriteria.
DUPLICATE:Therequestisaduplicate.
INVALID:Therequestisinvalid.
TheLookupOZF_SF_RETURN_CODEprovidesreturnreasons.
ThefollowingvaluesareseededfortheLookup:COLLATERAL:Thecollateralsubmittedwiththerequestdidnotmeetthevendor'scriteria.
OTHER:Therequestwasreturnedforanotherreason.
MISS_INFO:Therequestismissinginformation.
GeographyForpartnerfunds,geographyprovidesinformationaldata.
GeographyissetupinOracleMarketingbyanuserwiththeadministratorresponsibility.
Uptoeightgeographiclevelscanbespecified.
Geographymayalreadybesetupforyourimplementation,sincegeographyisusedinPartnerProgramsaswellasinOracleMarketing.
However,ifyouneedtosetupgeographicinformation,refertotheOracleMarketingImplementationandAdministrationGuideforfurtherdetails.
SettingUpPartnerFundsManagement14-7SettingUpPartnerFundBenefitsTheabilitytorequestfundingformarketingactivitiesismadeavailabletopartnersasabenefitofpartnerprogrammembership.
ApartnerfundsbenefitiscreatedbythechanneladministratorasabenefitofthetypeSoftFunds.
Achannelmanagercanassignthepartnerfundsbenefittoapartnerprogram.
Subsequently,thechanneladministratormapstheprogramwithapartnerresponsibility,whichprovidesthepartnerusersaccesstofundrequestandmanagementpages.
Usethisproceduretosetupapartnerfundbenefit.
NavigationLoginasthechanneladministratorandnavigatetoPrograms>Benefits.
PrerequisitesAbudgetmustbesetupforpartnerfunds.
Steps:1.
SelectSoftFundfromtheCreateBenefitsdrop-downlistandclickGo.
TheCreateBenefit:SoftFundpageappears.
2.
IntheBudgetregion,selectthebudgetthatwillbeusedtofundpartnerrequests.
Morethanonebudgetcanbeusedtofundthebenefit.
3.
IntheNotificationsregion,selectthenotificationmessagestobeusedforthisbenefit.
SettingupApprovalsPartnerfundrequestsaresubjecttoanapprovalsprocess.
Whenapartnerusersubmitsafundingrequest,itisroutedtoanapprover,whoisavendoruser.
Theapprovercanapproveorrejecttherequest.
ThepartnerfundapprovalsprocessissetupandmanagedthroughtheOracleApprovalsManagementapplication.
TheseededtransactionforpartnerfundapprovalsisOZFSoftFundRequest.
Numerousattributeshavebeendefinedforthetransaction.
AdefaultfundrequestapprovercanbeidentifiedusingtheOZF:DefaultSoftFundRequestApproverprofileoption.
Formoreinformationonsettingupapprovalsforpartnerfunds,refertoCreatingApprovalRulesinOracleApprovalsManager,page3-2.
SettingUpNotificationsNotificationmessagesaresenttovendorandpartnerusersinresponsetoanumberofpartnerfundrequeststatuschanges.
NotificationmessagesforpartnerfundrequestarecreatedandstoredintheOracleWorkflowBuilderapplication.
Anorganizationmightbeabletoimplementthenotificationsthathavebeenseededforpartnerfundswithoutmodification.
However,ifyouneedtomakechangestotheseedednotifications,suchaschangingthemessagetext,addingURLstomessages,orevencreatingadditionalnotifications,youwillneedaccesstoOracleWorkflowBuilderversion2.
6.
2andtheOracle9idatabase.
InWorkflowBuilder,theitemtypeforpartnerfundnotificationsisOZFSFBEN.
Thefollowingtableliststhenotificationsseededforpartnerfundsandliststhetypesofusersthatareeligibleforeachnotificationandthepartnerfundrequeststatusthatisapplicableforthenotification.
14-8OraclePartnerManagementImplementationGuideNotificationsforPartnerFundsNotificationNameUserPartnerFundRequestStatusRequestCreated–ChannelManagerNotificationChannelManagerDraftRequestSubmitted–PartnerNotificationPartnerContact,SoftFundSuperUserPendingApprovalRequestSubmitted–VendorNotificationVendorChannelManager,VendorApprovers,SoftFundSuperUserPendingApprovalRequestApproved–PartnerNotificationPartnerContact,SoftFundSuperUserApprovedRequestReturned–PartnerNotificationPartnerContact,SoftFundSuperUserReturnedRequestCancelled–PartnerNotificationPartnerContact,SoftFundSuperUserVoidRequestDeclined–PartnerNotificationPartnerContact,SoftFundSuperUserDeclinedThefollowingtablelistsfundrequeststatusesandthecorrespondingfundrequestcode.
FundRequestStatusesStatusCodeDraftDRAFTPendingApprovalSUBMITTED_FOR_APPROVALReturnedRETURNEDApprovedAPPROVEDDeclinedDECLINEDClosedCLOSEDVoidVOIDSettingupNotesNotescanbecreatedforapartnerfundrequest.
Bydefault,allnotetypesthatarenotspecificallyassociatedwithanotherbusinessobjectareavailableforpartnerfundnotes.
Avendorcancreateanotetypeforpartnerfundrequestslimitthenotetypeschoicesthatareavailableforarequest.
SettingUpPartnerFundsManagement14-9Formoreinformationaboutsettingupnotesandnotetypes,refertoSettingupNotes,page3-13.
UserSecurityTheOZF_SOFT_FUND_SUPERUSERpermissionprovidesvendorandpartneruserswithsuperuserprivilegesforpartnerfundrequests.
Vendoruserswiththispermissioncanview,updateandapproveallrequests.
Partneruserswiththispermissioncanviewandupdateallrequestsmadebytheirorganization.
OAMTransactionTypesandAttributesThetransactiontypeforfundrequestsisseededandthevalueisOZF:SoftFundRequest.
Thefollowingmandatoryattributesareseeded.
ALLOW_DELETING_RULE_GENERATED_APPROVERSALLOW_REQUESTOR_APPROVALAT_LEAST_ONE_RULE_MUST_APPLYEVALUATE_PRIORITIES_PER_LINE_ITEMUSE_RESTRICTIVE_LINE_ITEM_EVALUATIONPartnerFundsManagementhasheaderandlinelevelattributes.
Thefollowingtabledescribestheheaderattributes.
14-10OraclePartnerManagementImplementationGuideHeaderAttributesAttributeDescriptionRequiringApprovalTypesALLOW_EMPTY_APPROVAL_GROUPSWhethertoallowapprovalgroupsnottohavemembers.
approval-groupchainofauthority,post-chain-of-authorityapprovals,pre-chain-of-authorityapprovalsCURRENCY_CODECurrencyCodeNoneIS_VADTofindwhetherthepartnerisadistributorNoneMEMBERSHIP_TYPEPartnerMembershipTypeNonePARTNER_AMOUNTPartnerAmountNonePARTNER_COUNTRYPartnerCountryNonePARTNER_INDUSTRYPartnerIndustryNonePARTNER_LEVELPartnerLevelNonePARTNER_NAMEPartnerNameNonePARTNER_TYPEPartnerTypeNoneREQUESTED_AMOUNTRequestedAmountNoneSOFT_FUND_BENEFITSoftFundBenefitNoneTOTAL_AMOUNTTotalAmountNoneACTIVITYActivityNoneThefollowingtabledescribesthelinelevelattributes.
LineLevelAttributesAttributeDescriptionRequiringApprovalTypesPRODUCTProductNoneGEOGRAPHYGeographyNonePERFORMANCEOBJECTIVESPerformanceObjectivesNoneInteractionsInteractionsareloggedwheneverstatuschangesforafundrequest.
Thefollowingtableprovidesinformationonseededinteractionmessagesthatwouldbeloggedonthecorrespondingstatuschanges.
SettingUpPartnerFundsManagement14-11InteractionMessagesMessageNameStatusLoggedOZF_SF_PENDING_LOGPendingApprovalOZF_SF_REJECTED_LOGDeclinedOZF_SF_APPROVED_LOGApprovedOZF_SF_RETURNED_LOGReturnedOZF_SF_CLOSED_LOGClosedOZF_SF_DRAFT_LOGDraftProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforpartnerfundrequeststofunctionproperly.
Inadditiontotheprofileoptionsmentionedinthischapter,thereareadditionalprofileoptionsthatmayneedtobeset.
RefertoAppendixA,"SystemProfileOptions",pageA-1foracompletelistofprofileoptionsforpartnerfunds.
LookupsTherearesomeLookupsthatcanbemodifiedforpartnerfunds.
RefertoAppendixB,"Lookups",pageB-1forinformationaboutLookupsrelatedtopartnerfunds.
ConcurrentProgramsThereareseveralconcurrentprogramsthatneedtoberunperiodicallyforpartnerfunds.
RefertoAppendixC,"SummaryofConcurrentPrograms",pageC-1forinformationaboutsettingupandrunningtheprograms.
14-12OraclePartnerManagementImplementationGuide15SettingupthePartnerLocatorThischaptercoversthefollowingtopics:OverviewDefiningaHyperlinkfortheLocatorEnablingPartnerProfileAttributesforAdvancedSearchSettingProfileOptionsRunningConcurrentProgramsOverviewThePartnerLocatorallowsapotentialcustomertosearchforpartners,resellers,andvalue-addedresellers(VADs)thatareregisteredwithyourorganizationthroughOraclePartnerManagement.
PartnerLocatorintegrateswithyourorganization'sWebportal,soyoucanmakeitavailabletoyourpartners'potentialcustomersindependentofthePartnerDashboardorOraclePartnerManagement.
PartnerLocatoridentifiespartnersthatarelocatedacertaindistancefromacustomer'sstartingaddress.
Thesearchdistanceisdeterminedbythevendor,andissetthroughtwoprofileoptions:PV:LocatorDistance:SpecifiesthedistancewithinwhichthePartnerLocatorwillsearchforpartnersPV:LocatorDefaultDistanceUnit:Specifiestheunitofmeasure(forexample,milesorkilometers)usedforthedistancespecifiedinthePV:LocatorDistanceoptionForeachpartnermatchidentified,thePartnerLocatorreturnsthepartner'sstreet,webaddress,andphonenumber.
ThePartnerLocatoralsoprovidesamapshowingthepartner'slocationanddrivingdirectionsfromthecustomer'sstartingaddresstothepartner'saddress.
ThePartnerLocatorperformsanaddressconfirmationcheckonthestartingaddressenteredbythecustomer.
IfthePartnerLocatorisunabletofindanexactmatch,thecustomerisaskedtoselectanaddressfromalistofpotentialaddressesorlocations.
ThePartnerLocatoralsoprovidesanadvancedsearchtooltofurtherhelppotentialcustomersfindtherightpartner.
Referto"EnablingPartnerProfileAttributesforAdvancedSearch"foradditionalinformation.
SettingupthePartnerLocator15-1DefiningaHyperlinkfortheLocatorTomakethePartnerLocatoravailablethroughaportal,ahyperlinkneedstobeaddedtotheportal.
ThehyperlinkshouldpointtothemachinewhereOraclePartnerManagementisinstalledandtheURLshouldlooksimilartothefollowing:http:///OA_HTML/pvxLoctrSearch.
jspEnablingPartnerProfileAttributesforAdvancedSearchThePartnerLocatorprovidespotentialcustomerswithanadvancedsearchtoolthattheycanusetolocatepartnersthatmeetcertaincriteria.
Thecriteriathatareavailablefortheadvancedsearchmaptopartnerprofileattributes.
AnattributeisavailableforuseinthePartnerLocatoradvancedsearchifitisactiveandifithasbeenenabledfortheLocator.
Formoreinformationonpartnerprofileattributes,refertoSettingupPartnerProfileAttributes,pageA-1.
SettingProfileOptionsTherearecertainsystemprofileoptionsthatmustbesetforthePartnerLocator.
FortheprofileoptionsforPartnerLocator,refertoAppendixA,"SystemProfileOptions",pageA-1.
RunningConcurrentProgramsCertainconcurrentprogramsmustberuntosetupandmaintainthePartnerLocator.
ForalistoftheconcurrentprogramsforthePartnerLocator,refertoAppendixC,"SummaryofConcurrentPrograms",pageC-1.
15-2OraclePartnerManagementImplementationGuide16OracleSalesIntegrationThischaptercoversthefollowingtopics:OverviewEnablingBusinessEventsModifyingtheAssignmentRoutingStageLookupModifyingtheAssignmentTypeLookupModifyingMenusMigratingExternalSalesTeamDataPersonalizingOracleSalesPagesOverviewOraclePartnerManagementcanbeintegratedwithOracleSalestoimproveanorganization'sabilitytomanageindirectsalesopportunities.
TheproceduresdescribedinthischaptermustbeperformedbyanorganizationwhenintegratingOraclePartnerManagementwithOracleSales.
(Specifically,theseproceduresapplytointegrationswithOracleSalesPatchsetB.
IfyouareintegratingwithOracleSalesOnlineorOracleFieldSales,theseproceduresarenotrequired.
)Beforeperformingtheproceduresinthischapter,itisrecommendedthatyouhavereviewedtheReadMefileorAboutdocumentprovidedwiththerelease,andhaveperformedanysoftwareandpatchinstallationsdescribedinthosedocuments.
EnablingBusinessEventsTwoOracleSalesbusinesseventsandtheirsubscriptionsneedtobeenabled:opportunitypost-createandopportunitypre-update.
Toenablebusinessevents,logintotheOracleWorkflowapplicationwiththeWorkflowAdministratorWebApplicationsresponsibilityandnavigatetoWorkflow>FindEvents/EventGroups.
Notes:Enabletheeventoracle.
apps.
asn.
opportunity.
postcreate(theopportunitypost-createevent).
Then,enabletheeventsubscriptionoracle.
apps.
pv.
oa.
opportunity.
util.
server.
PVCreatOppSub.
Enabletheeventoracle.
apps.
asn.
opportunity.
preupdate(theopportunitypre-updateevent).
Then,enabletheeventsubscriptionoracle.
apps.
pv.
oa.
opportunity.
util.
server.
PvUpdateOppSub.
OracleSalesIntegration16-1ModifyingtheAssignmentRoutingStageLookupModificationsneedtobemadetotwoofthecodesintheAssignmentRoutingStageLookup(LookuptypePV_ROUTING_STAGE).
TomodifytheLookup,logontoOracleFormswiththeApplicationDeveloperresponsibility,andnavigatetoApplication>Lookups>Common.
NotesMakethefollowingchangestothePV_ROUTING_STAGELookup:ChangetheMeaningfieldforthelookupcodeACTIVEfromActivetoCompleted.
ChangetheMeaningfieldforthelookupcodeMATCHEDfromMatchedtoPendingApproval.
ModifyingtheAssignmentTypeLookupModificationsneedtobemadetocodesintheAssignmentTypeLookup(LookuptypePV_ASSIGNMENT_TYPE).
TomodifytheLookup,logontoOracleFormswiththeApplicationDeveloperresponsibility,andnavigatetoApplication>Lookups>Common.
NotesMakethefollowingchangestothePV_ASSIGNMENT_TYPELookup:ChangetheMeaningandtheDescriptionfieldsforthelookupcodeBROADCASTfromMultiple-ParalleltoFirstComeFirstServe.
ChangetheMeaningandtheDescriptionfieldsforthelookupcodeSERIALfromMultiple-SerialtoSingle-Serial.
ModifyingMenusModificationsneedtobemadetomenusinbothOraclePartnerManagementandOracleSales.
Inaddition,asubmenuneedstoberemovedfromtheChannelManagerresponsibility.
Tomodifymenus,logontoOracleFormswiththeSystemAdministratorresponsibility,andnavigatetoApplication>Menu.
Steps:1.
AddOracleSalessubmenustoOraclePartnerManagementmenus:1.
AddASN_OTHER_MENUasasubmenutoPV_OPPORTUNITY_OTHER2.
AddASN_OTHER_MENUasasubmenutoPV_PARTNER_OPPORTUNITY_OTHER2.
AddPV_ASN_MENU_OTHERasasubmenuofASN_OTHER_MENU.
3.
RemovetheOpportunitypromptfromthePV_OPPORTUNITIESfunctionunderthePV_OPPORTUNITIESmenu.
4.
RemovetheASF_OPPORTUNITY_REPORTSsubmenufromthePV_OPPORTUNITIESmenu.
5.
RemovetherowcontainingtheOpportunityReportspromptfromthePV_PARTNER_SUPER_USR_OPPTYmenu.
16-2OraclePartnerManagementImplementationGuide6.
NavigatetoSecurity>Responsibility>Define,anddisplaytheChannelManagerresponsibility.
7.
ExcludetheASF_TRANS_FORWDfunctionfromtheChannelManagerresponsibility.
8.
NavigatetoSecurity>Responsibility>Define,anddisplaythePartnerSuperUserresponsibility.
9.
ExcludetheASF_TRANS_FORWDfunctionfromthePartnerSuperUserresponsibility.
MigratingExternalSalesTeamDataEarlierimplementationsofOraclePartnerManagementallowedapartnercontacttoexistonanopportunity,alead,andacustomersalesteamafterthepartnerorganizationwasremovedfromtheopportunity,lead,orsalesteam.
AsofPatchsetB,apartnercontactisaccessedthroughthepartnerorganization,andthusacontactcannotbeaccessedifthepartnerorganizationhasbeenremoved.
TheconcurrentprogramPV-ExternalSalesTeammigrationshouldberuntomakesurethatpartnerorganizationsarereassociatedwithopportunities,leads,andcustomersalesteamsifthepartnercontactsarestillassociatedwiththeobjectsafterthepartnerorganizationhasbeenremoved.
Theconcurrentprogramshouldberunduringtheupgradeprocess(thatis,duringanupgradethatimplementsPatchsetB)andaspartoftheOracleSalesandOraclePartnerManagementintegrationprocess,andthenperiodicallyafterwards.
Formoreinformationabouttheconcurrentprogram,referto"AppendixC,SummaryofConcurrentPrograms",pageC-1.
PersonalizingOracleSalesPagesSomepersonalizationsneedtobemadetoOracleSalesopportunitypagestoenableintegrationwithOraclePartnerManagement.
Thepersonalizationsprimarilyinvolveenablingfeaturesthatareusedbyanindirectsalesorganization,forexampleaddingaPartnerssubtabtotheUpdateOpportunitypageandaddingaPartnersregiontotheSalesTeam.
AllthepersonalizationslistedinthissectionareperformedattheResponsibilitylevel.
Dependingonbusinessrequirements,anorganizationmightchoosetoenablepartner-specificitemsforOraclePartnerManagement-relatedresponsibilitiesonly.
OtherorganizationsmightchoosetoenabletheitemsforOracleSalesusersaswell.
ThepersonalizationsforvendorusersofOraclePartnerManagementandOracleSalesarethesame.
Somedifferentpersonalizationsarerequiredforpartnerusers.
PersonalizationsforVendorUserResponsibilitiesPerformthesepersonalizationsforvendorusers,thatis,userswhoareemployeesoftheimplementingorganization.
Theseededresponsibilitiesforvendorusersare:SalesUserSalesManagerChannelManagerNotesEnablethePartnerstabontheUpdateOpportunitypage.
OracleSalesIntegration16-3EnabletheReferralCodefieldontheUpdateOpportunitypage.
EnablethePartnersregionontheSalesTeamtabontheUpdateLeadpage.
EnablethePartnersregionontheSalesTeamtabontheUpdateCustomerpage.
EnabletheAssignmentStatuscolumnontheOpportunitySearchresultspage.
EnabletheAssignmentStatuscolumnontheOpportunitiespage.
PersonalizationsforPartnerUserResponsibilities-OpportunitiesPagesTheopportunity-relatedpagesthatpartnerusersseearethesamepagesthatareusedbyvendorusers.
Therearesomechangesthatmustbemadetothesepagestomakethemappropriateforusebypartnerusers.
ThechangesaremadethroughuseoftheOracleApplicationsPersonalizationfeature.
Performthesepersonalizationsforpartnerusers,thatis,userswhoareemployeesoftheimplementingorganization'spartners.
Theseededresponsibilitiesforpartnerusersare:DefaultPartnerUserPartnerSuperUserThepersonalizationswillneedtobeperformedforeachadditionalpartnerresponsibilityimplemented.
NotesEnabletheAbandonbuttonontheUpdateOpportunitypage.
MaketheVendorSalesTeaminformationread-only:MaketheitemsintheSalesTeamtableread-only.
DisabletheAddPersonbutton.
DisabletheSelectradiobutton.
DisabletheRemoveicon.
HidetheOracleSalesNotesandTasksregionandexposetheOraclePartnerManagementNotesregion.
ChangethenameoftheNotes&TasksmidtabtoNotes.
EnabletheReferralCodefieldontheUpdateOpportunitypage.
PersonalizationsforPartnerUserResponsibilities-EndCustomerpagesAvendororganizationcanchoosetogiveitspartnersaccesstoend-customerinformation.
Whenavendormakesend-customerinformationavailabletoitspartners,therearesomeflowsandotheritemsthatmustbedisabledbecausetheyarenotcurrentlysupportedbyOraclePartnerManagement,andthesearelistedinthissection.
Thissectionalsoprovidessomeadditionalpersonalizationsthatarerecommendedforsuccessfulimplementation.
Performthesepersonalizationsforpartnerusers,thatis,userswhoareemployeesoftheimplementingorganization'spartners.
Theseededresponsibilitiesforpartnerusersare:DefaultPartnerUserPartnerSuperUser16-4OraclePartnerManagementImplementationGuideThepersonalizationsneedtobeperformedforeachadditionalpartnerresponsibilityimplemented.
MandatoryCustomerPagePersonalizationsItismandatorythatthefollowingitemsbedisabledbecausetheycancauseerrorsorconflictswithcurrentlysupportedflowswithinOraclePartnerManagement.
Notes:DisabletheCreateLeadbutton.
OraclePartnerManagementdoesnotsupportpartnercreationofleads.
DisabletheCreateOpportunitybutton.
OraclePartnerManagementdoesnotsupportpartnercreationofopportunities.
DisabletheUpdateCustomerDetailsbutton.
TheUpdateCustomerDetailsbuttonprovidesuserswithaccesstoadditionalfunctionalityincludingeditingcustomerprofiles,businessrelationships,classifications,andsalesteams.
ThisisinformationthatpartnersshouldnothaveaccesstoHidetheBusinessActivitiessection.
BusinessActivitiesarenotsupportedforpartnerflows.
HidetheNotessection.
Notesarenotsupportedforpartnerflows.
HidetheTaskssection.
Tasksarenotsupportedforpartnerflows.
RecommendedCustomerPagePersonalizationsAvendororganizationneedstoconsidercarefullythelevelofaccesstoandtheactionsallowedforpartnerusersintheContacts,Addresses,PhoneNumbers,andAttachmentssectionsassociatedwithcustomers.
Theinformationthatpartneruserscanseeinthesesectionsisnotlimitedtotheinformationcreatedbyorrelevanttotheirpartnerorganizations;instead,partneruserscanseeallcontacts,addresses,andphonenumbersthatareavailableforacustomer,andcanalsoseeallattachmentscreatedbybothvendorsandotherpartners.
Foreachofthesesections,thevendormustdeterminewhetherornottodisabletheCreate,Update,andRemoveorDeletebuttons.
ThedeployingcompanymustalsodeterminewhetherornottodisableContactNamelinks.
OracleSalesIntegration16-5ASystemProfileOptionsThisappendixcoversthefollowingtopics:BeforeYouBeginSettingProfileOptionsProfileOptionsfortheChannelManagerDashboardProfileOptionsforDealRegistrationProfileOptionsforEnrollmentsProfileOptionsforPartnerFundsProfileOptionsforOpportunitiesProfileOptionsforthePartnerDashboardProfileOptionsforthePartnerLocatorProfileOptionsforPartnerProfileAttributesProfileOptionsforPartnerProgramsProfileOptionsforReferralManagementProfileOptionsforSpecialPricingBeforeYouBeginBeforemakingOracleFormssettings,ensurethatallOracleApplicationsserverprocessesareupandrunning.
Inparticular,ifyoustoppedconcurrentmanagersbeforeapplyingOracleApplicationspatchsets,restartthemnowbychangingto$COMMON_TOP/admin/scripts,andexecutingadcmctl.
shstart.
SettingProfileOptionsUsethefollowingproceduretosetaprofileoption.
PrerequisitesNone.
SystemProfileOptionsA-1Steps1.
LogintoOracleFormsasaCRMAdministratorandnavigatetoFunctions>Profile>System.
2.
IntheFindSystemProfileValueswindow,checkthelevel(s)atwhichyouwanttosettheprofileoption.
Theavailablelevelsarelistedbelow:Site:Indicatesthatprofilesaresetatthesitelevel.
Thissitelevelsettingaffectstheentiredatabase.
Application:Ifyouselectthislevel,choosetheapplicationfromtheApplicationLOVforwhichyouwanttosettheprofileoption.
Responsibility:Ifyouselectthislevel,choosetheresponsibilityfromtheResponsibilityLOVforwhichyouwanttosettheprofileoption.
User:Ifyouselectthislevel,choosetheuserfromtheUserLOVforwhomyouwanttosettheprofileoption.
3.
IntheProfilefield,entertheprofilename,suchasIBE:ItemValidationOrganization,orawildcardsearchcriterionsuchasIBE%.
4.
ClickFind.
TheSystemProfileValuesformopenswiththeresultsofyoursearch.
5.
Verifyorsettheprofileoption(s)atthelevelsthatyouselected.
ProfileOptionsfortheChannelManagerDashboardToimplementtheChannelManagerdashboard,settheprofileslistedinthefollowingtable.
ProfileOptionsfortheChannelManagerDashboardProfileNameRequiredLevelSettingDescriptionPVNewPartnersTimeWindowYesSiteApplicationResponsibilityUserNumericvalue.
SeededValue=30UsedintheKeyMetricsbinintheNewPartnersstatistics.
ThebinshowsthenumberofpartnersregisteredinthesysteminthelastNdays,whereNistheseededvalue.
A-2OraclePartnerManagementImplementationGuideProfileNameRequiredLevelSettingDescriptionPV:InactivePartnersTimeWindowYesSiteApplicationResponsibilityUserNumericValue.
SeededValue=90UsedintheKeyMetricsbinintheInactivePartnersstatistics.
ThebindisplaysthenumberofpartnersinthesystemthathavenotplacedordersinthelastNdays,whereNistheseededvalue.
PV:TerritoryAssignmentOnlineYesSiteApplicationResponsibilityUserYes/NoSeededValue=YesIfthevalueisYes,thechannelteamassignmentoccursautomaticallywhenapartneriscreatedorupdated.
IfthevalueisNo,thechannelteamisassignedwhentheconcurrentprogramPV:ChannelTeamAssignmentforPartnerinTOTAL/INCREMENTALModeisrun.
Note:Ifyouareimportingalargenumberofpartnersfromanexternalsystem,itisrecommendedthatyousettheoptiontoNo.
PV:BatchsizeforterritoryassignmentprocessingYesSiteApplicationResponsibilityUserNumericvalueSeededValue=1000CalculatesthenumberofchildprocessesthatarecreatedwhenthePV:ChannelTeamAssignmentforPartnerconcurrentprogramisruninTOTAL/INCREMENTALmode.
SystemProfileOptionsA-3ProfileOptionsforDealRegistrationToimplementdealregistration,settheprofileslistedinthefollowingtable.
ProfileOptionsforDealRegistrationProfileRequiredLevelSettingDescriptionPV:DefaultIndirectChannelTypeYesApplicationResponsibilityNameofanindirectsaleschannelThisprofileoptionspecifiestheindirectsaleschanneltowhichallopportunitiesgeneratedfromdealregistrationswillbeassigned.
OS:OpportunityAccessPrivilegeSiteResponsibilityUserFullThisprofiledrivesthebehaviorofopportunityaccess.
ThisprofileisdefinedwithintheSalesApplicationbutOraclePartnerManagementusesittodriveaccesstodeals.
IfthisprofileissettoFull,userscanviewallthedealsthathavebeenapprovedandconvertedintoopportunitiesorlinkedtoopportunitiesthattheuserscanaccess.
Ifthisprofileissettoanothervalue,userscanonlyviewdealregistrationslinkedtoopportunitiesforwhichtheyareonthesalesteam.
A-4OraclePartnerManagementImplementationGuideProfileRequiredLevelSettingDescriptionPV:DefaultDealRegistrationApproverSiteApplicationUserAuserSpecifiesauserasthedefaultdealregistrationrequestapproveriftheOracleApprovalsManagementapprovalruledoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
PV:DefaultDQMApprover-AuserSpecifiesauserasthedefaultDataQualityManagementapproverifOracleApprovalsManagementdoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
SystemProfileOptionsA-5ProfileRequiredLevelSettingDescriptionPV:AssignApproverstoleadoropportunitySiteApplicationResponsibilityYesNoWhensettoYes,thedealregistrationapproversareautomaticallyaddedtothesalesteamifthedealregistrationgeneratesanopportunityorlead.
Whenaleadiscreated,theowneroftheleadissettothefirstapproverforthedealregistration.
IfthePV:AssignChannelManagertosalestransactionsprofileoptionisalsosettoYes,theowneroftheleadissettooneofthechannelmanagersforthedeal.
PV:AssignChannelManagertosalestransactionsSiteApplicationResponsibilityYesNoWhensettoYes,thechannelmanagerassignedtothepartnerthatsubmittedtherequestisaddedtothesalesteamifthedealregistrationgeneratesanopportunityorlead.
Whenaleadiscreated,thechannelmanageralsobecomestheownerofthelead.
Ifmultiplechannelmanagersareassignedtothepartner,theownerisselectedrandomly.
A-6OraclePartnerManagementImplementationGuideProfileRequiredLevelSettingDescriptionPV:DQMContactMatchRulesSiteApplicationResponsibilityDQMrulenameThisprofilestorestheDataQualityManagementrulethatisusedtoperformcontactmatchingforthecustomer.
PV:DQMCustomerMatchRulesSiteApplicationResponsibilityDQMrulenameStorestheDataQualityManagementrulethatisusedtoperformcustomermatching.
PV:ContactRelationshipCodesSiteApplicationResponsibilityContactOfUsedtodeterminetherelationshipofthecontactwiththecustomer.
PV:iStoreLoginURLSite:PartnerLoginURLlinksentwithworkflownotificationforpartnerusers.
PV:SelfServiceURLwithWorkflowNotificationSite:VendorSelfServiceApplicationsURLsentwithaworkflownotificationforvendorusers.
SystemProfileOptionsA-7ProfileRequiredLevelSettingDescriptionHZ:GeneratePartyNumberSiteApplicationResponsibilityUserYesNoIfthisprofileissettoYes,aspartofthecustomerde-duplicationprocessfordeals,anewcustomeranditscorrespondingpartynumberarecreatedinthesystemifnomatchisidentified.
HZ:GeneratePartySiteNumberSiteApplicationResponsibilityUserYesNoIfthisprofileissettoYes,aspartofthecustomerde-duplicationprocessfordeals,anewcustomeranditscorrespondingpartysitenumberarecreatedinthesystemifnomatchisidentified.
ProfileOptionsforEnrollmentsToimplementenrollments,settheprofileslistedinthefollowingtable.
ProfileOptionsforEnrollmentsOptionRequiredLevelSettingDescriptionPV:ProgramEnrollmentRequestReminderNotificationDurationYesSiteApplicationDefault=15Iftheenrollmentrequestapproverdoesnotactuponanenrollmentrequestinthenumberofdaysspecifiedbythisprofile,therequestisforwardedtothedefaultapprover.
A-8OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:DefaultEnrollmentRequestApproverYesSiteApplicationAuserSpecifiesauserasthedefaultenrollmentrequestapproveriftheOracleApprovalsManagementapprovalruledoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
PV:AllowApprovalWithoutContractYesSiteYesNoDetermineswhetherornotapartnerprogramenrollmentrequestcanbeapprovedbeforeasignedcontractisreceivedfromthepartner.
Yes:Approvalwithoutsignedcontractisallowed.
No:Asignedcontractmustbereceivedbeforearequestcanbeapproved.
SystemProfileOptionsA-9OptionRequiredLevelSettingDescriptionPV:DefaultSalespersonusedforOrdersYesSiteCRMresourceOracleOrderManagementrequiresthatasalespersonbeidentifiedforeachorder.
ThisprofileoptionallowsyoutospecifyaCRMresourceasthesalespersonforeachenrollmentrequestorder.
Asalesquotawillbeassociatedwiththepersonspecified;enterafictionalresourceifasalesquotashouldnotbeassociatedwithordersgeneratedfrompartnerprogramenrollments.
PV:OrderCancelReasonYesSiteReasoncodesformtheOracleOrderManagementCANCEL_CODELookupProvidesanordercancellationreasonforapartnerprogramenrollmentrequest.
Thisreasonwillbeusedwhenanenrollmentrequestiscancelledbecause:ThepartnerchosetocanceltherequestThemaximumnumberofcreditcardauthorizationrequestswasexceededTheapproverrejectedtheenrollmentrequestA-10OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:OrderTransactionTypeYesSiteBILLONLYThisprofileisusedbyOracleOrderManagementtospecifytheorderforthepartnerprogramenrollmentisabill-onlyorder(asapartnerprogramisnotashippableitem).
PV:MaxnumberofcreditcardauthorizationOptionalSiteDefault=3NumericvalueSpecifiesthenumberoftimesthatacreditcardauthorizationcanfail.
Ifthenumberspecifiedhasbeenexceeded,theenrollmentrequestends,andtheuserisreturnedtothePartnerDashboard.
Theregistrationissaved,includingthecontractinformation.
Inaddition,billinginformationissavedbyOracleOrderManagement.
OM:PaymentmethodforCreditCardTransactionsYesSiteApplicationResponsibilityUserMerchantIDThiscreditcardtransactionmethodisusedtofigureoutmerchantIDfromReceivables,whichisrequiredwhengettingcreditcardauthorizationsfromiPayment.
SystemProfileOptionsA-11OptionRequiredLevelSettingDescriptionPV:SecureURLOptionalSiteThisprofileoptionneedstobesettosecureserverandportthatshouldbeusedinpaymentpagesIfthisprofileisset,paymentpagesusethissecure(https)serverandport.
Otherwise,theregularportinpaymentpageisused.
Exampleofthisprofileoptionvalue:https://qapache.
us.
oracle.
com:2000/OA_HTML/PV:NonSecureURLOptionalSiteThisprofileoptionneedstobesettononsecureserverandportthatshouldbeusedafterprocessingpaymentIftheprofileisset,theserverandprofilementionedisusedtoswitchtoanonsecureurloncepaymenthasbeenprocessed.
Otherwise,thesameportthatisusedinpaymentpagesareused.
Exampleofthisprofileoptionvalue:http://qapache.
us.
oracle.
com:1111/OA_HTML/A-12OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionSequentialNumberingYesSiteApplicationResponsibilityAlwaysUsedSpecifiesthatorderscreatedinOrderManagementarenumberedsequentially.
MO:OperatingUnitYesResponsibilityDefaultoperatingunitSpecifiestheoperatingunitagainstwhichusersplaceorders.
TheusercanviewandpurchaseitemsthatareintheInventoryOrganizationassociatedwiththisoperatingunitonly.
Settothedefaultoperatingunitatthecustomerresponsibilitylevel.
ProfileOptionsforPartnerFundsToimplementpartnerfunds,settheprofileslistedinthefollowingtable.
SystemProfileOptionsA-13ProfilesOptionsforPartnerFundsProfileOptionRequiredLevelSettingDescriptionOZF_SF_GRACE_DAYSOptionalSiteResponsibilityNumericvalueDefault=0Specifiesagraceperiodforapartnerfund.
Thesystemusesthenumberofdaysspecifiedinthisprofiletodetermineforhowlongafterthefundapprovaldateafundrequestremainsactive.
Oncethegraceperiodhaspassed,thestatusofthefundrequestchangestoClosed,andclaimcannolongerbesubmittedagainstthefundrequest.
Note:Bydefault,thisprofileissettozero,whichspecifiesupagraceperiodofoneday.
Youmustchangethisprofiletoprovideforarealisticgraceperiod.
A-14OraclePartnerManagementImplementationGuideProfileOptionRequiredLevelSettingDescriptionOZF_SF_DEFAULT_BENEFITOptionalSiteResponsibilityListoffundrequestbenefitsUsedtosetupdefaultbenefitforfundrequests.
Fordeploymentsthatdonotusepartnerprograms,thisprofilecanbeusedtosetupapartnerfundbenefit.
OZF_SF_DEFAULT_APPROVEROptionalSiteResponsibilityAuserSpecifiesauserasthedefaultfundrequestapproveriftheOracleApprovalsManagementapprovalruledoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
ProfileOptionsforOpportunitiesToimplementopportunities,settheprofileslistedinthefollowingtable.
SystemProfileOptionsA-15ProfileOptionsforOpportunitiesOptionRequiredLevelSettingDescriptionPV:PartnerMatchingTypeOptionalSiteDefaultisStopatfirstruleatsitelevelPossibleValues:Exhaustallrules-Thepartnermatchingengineevaluateseachrule(thatmatchestheconditionsspecifiedintheOpportunitySelectionsectionofeachrule),byorderofprecedence,untilitfindsapartner.
Iftherewasapreferredpartnerspecifiedontheopportunity,theevaluationstopsatthefirstruleregardlessofwhetherthefirstruleevaluatedreturnedanypartner.
Stopatfirstrule-Thepartnermatchingengine,afterfindingarulethatmatchestheconditionsspecifiedintheOpportunitySelectionofthatrule,usesonlythatruleinfindingpartners.
A-16OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:EnableFullAccessonOpportunitytoPartnerOptionalSiteYesThisprofileisusedtodeterminewhetherpartnercontactsareaddedtotheopportunitysalesteamwithfullaccessorread-onlyaccessduringopportunityrouting.
IfsettoYes,thepartner,afteracceptingtheopportunitycanupdatetheopportunitydetails.
IfsettoNo,thepartneruserhasread-onlyaccesstotheopportunity.
Inaddition,thepartnercancreatenotesandaddattachments.
PV:FilterPartnerSearchbyIdentifyingAddressOptionalSiteApplicationResponsibilityYesNoIftheprofileissettoYes,thepartnerSimpleSearch,AdvancedSearch,andGeneratePartnerListreturnpartneridentifyingaddressesonly,andtheresultspagesdisplaypartneridentifyingaddressesonly.
IftheprofileissettoNo,allpartneraddressarereturnedbythesearches,andthepagesdisplayallpartneraddresses.
SystemProfileOptionsA-17OptionRequiredLevelSettingDescriptionPV:ActiveNotificationFlagOptionalUserYesNoUsercanenableordisablenotificationswhenthepartnersacceptsanopportunity.
IfsettoYes,thepartnercontactreceivesanotificationwhentheroutingstatuschangesfromOfferedtoActive.
PV:BypassCMApprovalforCampaignRoutingYesSiteYesNoDeterminewhetherchannelmanagerapprovalisrequiredforpartnersmatchedbyacampaign.
ThisprofileoptionisusedalongwithPV:EnableAutomaticRoutingbyCampaign.
ThedefaultvalueisNo.
PV:CommonCurrencyforRulesEnginesYesSiteAnyavailablecurrencyBasecurrencyusedforcurrencycomparisoninpartnermatching.
Ifthecurrencyspecifiedfortheruleisnotthesameasthebasecurrency,itisconvertedtothebasecurrencyandthenthecomparisonisperformed.
ThisprofileisalsousedbytheconcurrentprogramPVRefreshAttributeTextTable.
ThedefaultisUSD.
A-18OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:DefaultBatchAssignmentUserOptionalSiteAUserThisuserisaddedtothesalesteamofanopportunitywhichfailedtocompletethefullautomatedbackgroundLeadtoOpportunitytoRoutingprocess.
PV:DefaultCMTimeOutOptionalSiteNumericvalueDefaultchannelmanagertimeoutinhoursifnotspecifiedatthecountrylevel.
Setsthetimeperiodavailabletochannelmanagerstoreviewandapprovepartnermatchingandselection.
Ifthechannelmanagerdoesnotrespondinthegiventime,thedefaultresponseisMatchApproved.
PV:DefaultPartnerTimeOutOptionalSiteNumericvalueDefaultpartnertimeoutinhoursifnotspecifiedatthecountrylevel.
SetsthetimeperiodavailabletoPartnerContactstoaccepttheofferedopportunity.
Ifnoresponse,thedefaultresponseisOfferDeclined.
PV:DefaultRoutingTypeYesSiteDefault=SingleMultiple-SerialMultiple-ParallelJointDefaultassignmenttypeusedbythebackgroundpartnerrouting.
Partnersdefaultassignmenttype.
SystemProfileOptionsA-19OptionRequiredLevelSettingDescriptionPV:DefaultUnassignedOpportunityTimeOutOptionalSiteNumericvalueSetsthetimeperiodanunassignedopportunitymayhavetheUnassignedroutingstatus.
Attheexpirationofthetimeperiod,aconcurrentmanagerprogram,PVUnassignedOpportunityProcessAfterTimeout,performsautomaticmatchingandrouting.
PV:DefaultVendorUser(ChannelManager)OptionalSiteApplicationResponsibility-Defaultchannelmanagerusedifnonefoundforpartner.
PV:DefaultforBypassChannelManagerapprovalcheckboxOptional--DeterminesthedisplayoftheBypasschannelmanagerapprovalflagontheopportunityassignmentpage.
PossibleValues:BypassCM-AllowupdateBypassCM-NoUpdateAllowedDonotBypassCM-AllowUpdateDonotBypassCM-NoupdateAllowedA-20OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:DisplaySubmitRoutingButtonOptionalSiteApplicationResponsibilityUserYes/NoEnableanddisableabilityforusertosubmitorwithdrawassignmentrouting.
WhensettoYes,aSubmitRoutingbuttonisdisplayedontheopportunityassignmentpage.
Thisprofileisnotavailabletopartnerusers.
ThedefaultisNo.
PV:EnableAutomaticRoutingbyCampaignOptionalResponsibilityYes/NoEnablesautomaticroutingbasedoncampaigns.
Whenthecampaignfieldiscompleted,thesystemaddsassociatedpartnerstothesalesteam,opportunityroutinglistandstartstheroutingprocess.
ThedefaultisNo.
SystemProfileOptionsA-21OptionRequiredLevelSettingDescriptionPV:EnablePartialMatchingofAttributesOptionalAllNoEnablesthepartnermatchingenginetoreturnpartnersevenifanexactmatchisnotfoundformanualmatching.
Thealgorithmusedis:ifnopartnersarereturnedforthesearchconditionsspecified,thelowestrankedconditionisdroppedandtheengineperformsthesearchagain.
Thisprocesscontinuesuntilatleastonepartnerisfoundorallthesearchconditionsareexhausted.
PV:EnableWorkflowtosende-mailsYesSiteYes/NoEnableordisablenotificationsinindirectopportunitymanagement.
PV:EnforceAddressFiltersinPartnerLOVYesSiteYes/NoIfsettoYes,thepartnerLOVallowstosearchbasedonpartnernameandaddress.
PV:JavaClasstoRestrictORGAccessPrivilegeOptionalSiteJavaClassFilenameCustomizableJavaClassisavailabletorestrictpartnersfromaccessingcustomerdetailsfromtheopportunitypagesbyclickingthecustomerlink.
A-22OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:LocatorDefaultDistanceUnitYesSiteApplicationResponsibilityUserDistanceUnitDefaultdistanceunitformanualsearch.
Alsousedforautomaticmatchingifruleselecteddidnotspecifydistanceunit.
Thisisalsousedbytheresellerlocator.
ThedefaultvalueisMile.
PV:LocatorProxyPortYesSite-Proxyserverport.
Thedefaultvalueis80.
PV:LocatorProxyServerYesSite-Proxyserveraddress.
Thedefaultvalueiswww.
proxy.
us.
oracle.
com.
PV:LocatorServerTimeoutYesSiteApplicationResponsibilityUserTimeinmillisecondsTimeoutfortheeLocationRequestusedinresellerlocator.
Thedefaultvalueis20000milliseconds.
PV:MatchedNotificationFlagOptionalUserYesNoUsercanenableordisablethenotificationwhenanopportunityismatched.
IfsettoYes,theuserreceivesane-mailnotificationwhenanopportunityismatchedwithapartner.
ThedefaultisYes.
SystemProfileOptionsA-23OptionRequiredLevelSettingDescriptionPV:MatchingRuleSelectedbyEngineYesUserYes/NoIfsettoYes,thematchingruleisselectedbytheRulesEngineinautomaticmatching.
IfsettoNo,auserisabletoselecttheruletouseforopportunitymatching.
ThedefaultvalueisNo.
SeeProfilePV:RuleforAutomaticMatching.
PV:MaxNumberofMatchedPartnersYesSite-Maximumnumberofpartnersreturnedduringpartnermatching(manualandautomatic).
Ifthevalueisnotspecified,thenumberofpartnersreturnedis10.
PV:OfferedNotificationFlagOptionalUserYes/NoIfsettoYes,theuserreceivesane-mailnotificationwhenanopportunityroutingstatuschangestoOffered.
PV:RequireOpportunityContactforManualRoutingOptionalRespYes/NoDonotallow,orallowassignmentroutingiftherearenoopportunitycontacts.
WhensettoYes,acontactnamefortheopportunityisrequiredformanualandbatchroutingtostart.
IfsettoNo,acontactnameisnotrequired.
ThedefaultisNo.
A-24OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:RestrictSalesTeamPartnerContactLOVOptionalSiteYesNoForcustomerexternalsalesteam,if'Yes',restrictthedisplayofcontactstothosepartnersthatthesalesteammembercanaccess.
PV:RuleforAutomaticMatchingYesUserYesNoIftheprofile,PV:MatchingRulesSelectedbyEngineissettoNo,thisprofileisusedtodeterminewhichruletouseforautomaticmatching.
PV:TraceforAutoMatchingOptionalSiteApplicationResponsibilityUserYesNoIfsettoYes,automaticpartnerassignmentprocesstraceisdisplayedintheUIfordebugging.
ThedefaultvalueisNo.
PV:UnassignedNotificationFlagOptionalUserYesNoIfsettoYes,userreceivesanotificationforanewopportunitywithroutingstatus'Unassigned'.
ThedefaultisYes.
PV:WithdrawnNotificationFlagOptionalUserYesNoIfsettoYes,theuserreceivesane-mailnotificationwhenanopportunityroutingstatuschangesfromOfferedtoWithdrawn.
ThedefaultisYes.
SystemProfileOptionsA-25OptionRequiredLevelSettingDescriptionApplicationsServer-SideProxyHostandDomainOptionalSite-ThisisusedbytheTCAconcurrentprogram,SpatialInformationforLocationsBatchUpdate.
HZ:SpatialProviderURLYesSiteApplicationResponsibilityUserAURLAURLforSpatialInformationonLocation(Defaultatsitelevelishttp://elocation.
oracle.
com/elocation/lbs).
ThisisusedbytheTCAconcurrentprogram,SpatialInformationforLocationsBatchUpdate.
HZ:WebServerProxyHostNameOptionalSiteApplicationResponsibilityUserWebServerProxyNameThisisusedbytheTCAconcurrentprogram,SpatialInformationforLocationsBatchUpdate.
HZ:WebServerProxyPortOptionalSiteApplicationResponsibilityUserWebServerProxyPortThisisusedbytheTCAconcurrentprogram,SpatialInformationforLocationsBatchUpdate.
OS:AutoConvertLeadtoOpportunityYesSiteYes/NoIfYes,thesystemconvertsindirectleadstoopportunitiesandperformsautomatedrule-basedpartnerassignment.
OSO:DefaultSalesGroupandRoleYesSiteUserDefinedDefaultSalesGroupandRoleFormoreinformation,seetheOracleSalesOnlineImplementationGuide.
A-26OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionOS:OpportunityAccessPrivilegeYesSiteSalesTeamThisprofiledrivesthebehaviorofopportunityaccess.
ThisprofileisdefinedwithintheSalesApplication.
TheprofileshouldbesettoSalesTeam,tomakesurethatpartnersseeonlythoseopportunitiesforwhichtheyareonthesalesteam.
PV:LocatorServerURLYesSitehttp://elocation.
oracle.
com/servlets/lbsPVLocatorURLusedtogettheeLocationservicePV:SkipeLocationforPartnerMatchingServiceOptionalSiteApplicationResponsibilityUserYesNoIf'Yes',systemskipseLocationserverandperformgeo-proximityanalysisbasedonradialdistancesonly.
Ifvalueisnotset,thesystemdefaultstoNo.
PV:UnassignedOpportunityTimeout(Days)YesSite10NumberofdaysanindirectOpportunityhasstayedunassigned.
UsedbyconcurrentprogramPV-UnassignedOpportunityprocessaftertimeout.
PV:AbandonNotificationflagOptionalUserDefault=YesNoUsercanenableordisablenotificationwhenopportunityisabandoned.
SystemProfileOptionsA-27OptionRequiredLevelSettingDescriptionPV:RecyclednotificationflagYesUserDefault=YesNoUsercanenableordisablenotificationwhentheopportunityisrecycled.
PV:iStoreLoginURLYesSitehttp://MachineName:PortNo/OA_HTML/ibeCAcdLogin.
jspref=ibeCZzdMinisites.
jspgrp=PARTNERDefinesaURLforaniStore.
TheURLisembeddedinworkflownotificationsthatarereceivedbypartnerusers.
PV:SelfServiceURLwithWorkflowNotificationsYesSitehttp://MachineName:PortNo/OA_HTML/ibeCAcdLogin.
jspref=ibeCZzdMinisites.
jspgrp=PARTNERDefinestheURLforself-serviceloginthatisembeddedintheprogramapprovalrequestnotificationsthatarereceivedbyavendoruser.
ASN:OpportunityAccessPrivilegeYesSiteApplicationResponsibilityUserFullSalesTeamDetermineswhichopportunitiesausercanaccess.
IfsettoSalesTeam,ausercanonlyaccessopportunitieswheretheuserisonthesalesteamoratleastoneoftheuser'ssubordinatesisonthesalesteam.
SalesTeamisthedefault.
IfsettoFull,ausercanaccessallopportunities.
ProfileOptionsforthePartnerDashboardToimplementthePartnerDashboard,settheprofileslistedinthefollowingtable.
A-28OraclePartnerManagementImplementationGuideProfileOptionsforthePartnerDashboardOptionRequiredLevelSettingsDescriptionPV:DefaultVendorOrganizationYesThiscanbesetupattheapplicationorsitelevelifthereisonlyoneinternalvendororganizationthatshouldbeusedtocreatepartnerofrelationship.
Thisshouldbesetupforthedefaultresponsibilitythatisderivedfrompartnergeographywhenanewpartnerisregistered.
-Usedduringtheself-serviceregistrationandCustomertoPartnerconversiontoidentifywhichinternalorganizationshouldbeusedforcreatingpartner-ofrelationshipbetweenpartnerandvendorinternalorganization.
FUNCTION_SECURITY_REGIONYesResponsibilityPV_PARTNER_FUNC_SEC_REGIONNeedstobesetupforeachpartneruserresponsibilitythatwillbeassignedtouserswhowillneedtoaccessOraclePartnerManagementtransactionalpages.
PV:FilterPartnerSearchbyIdentifyingAddressYesNoIftheprofileissettoYes,thepartnerSimpleSearch,AdvancedSearch,andGeneratePartnerListreturnpartneridentifyingaddressesonly,andtheresultspagesdisplaypartneridentifyingaddressesonly.
IftheprofileissettoNo,allpartneraddressarereturnedbythesearches,andthepagesdisplayallpartneraddresses.
SystemProfileOptionsA-29OptionRequiredLevelSettingsDescriptionIBE:EnableShoppingCartGlobalIconOptionalResponsibilityYesNoEnablesordisablestheShoppingCartglobalicon.
SetthisoptiontoNoforpartnersiteresponsibility.
IBE:EnableOrderTrackerGlobalconOptionalResponsibilityNoEnablesordisablestheOrderTrackerglobaliconforpartnersites.
Thisneedstobedisabledforthepartnerdashboardattheresponsibilitylevel.
IBE:EnableQuickSearchOptionalResponsibilityNoEnablesordisablestheQuickSearchforpartnersites.
Thisneedstobedisabledforthepartnerdashboardattheresponsibilitylevel.
IBE:UseWebPlacementsYes--NeedstobesettoVieweMerchandisingPostingsinthemarketingpostingsbin.
TheMarketingpostingsbinrequiresadditionalimplementationstepstoseetheeMerchandisingpostingsinthepartnersite.
Formoreinformation,seeOracleiStoreImplementationGuide.
A-30OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingsDescriptionIBE:QuickLinksMenuYesResponsibility-ThisisamandatoryprofileiftheQuickLinksbinneedstobedisplayedwhenlogginginwithaparticularresponsibility.
NeedstobesetuptothecorrectFNDmenufromwhichquicklinksarerendered.
Thisneedstobesetupatresponsibilitylevelforpartnersiteresponsibility.
PartnerSuperUserresponsibilityshouldhavethisprofileoptionsetupasPartnerUserSubMenu.
IBE_USE_ORDER_TRACKEROptionalSiteApplicationResponsibilityUser-Theordertrackericonisdisplayedbydefaultintheglobaliconssectionofanysite.
Theiconcanbedisabledusingthisprofile.
ThisprofilehasthesitelevelvalueseededasYes.
CustomerscanturnoffthisprofileattheapplicationlevelifOraclePartnerManagementandOracleiStorearenotimplementedtogetherinonesite.
IfOracleiStoreandOraclePartnerManagementarebothimplemented,thisprofileshouldbesettoNoatthepartnerresponsibilitylevel.
SystemProfileOptionsA-31ProfileOptionsforthePartnerLocatorToimplementthepartnerlocator,settheprofileslistedinthefollowingtable.
ProfileOptionsforthePartnerLocatorProfileNameRequiredLevelSettingDescriptionPV:LocatorDefaultDistanceUnitYesSiteDefault=MileDefaultdistanceunitusedtosearchforapartner.
PV:LocatorProxyPortYesSiteApplicationResponsibilityUsernumberProxyServerportnumberPV:LocatorProxyServerYesSiteApplicationResponsibilityUseraddressProxyServeraddressPV:LocatorServerURLYesSiteApplicationResponsibilityUserhttp://elocation.
orcle.
com/servlets/lbsPVLocatorURLusedtogettheeLocationservicePV:LocatorSkipeLocationServerYesSiteApplicationResponsibilityUserDefault=NoIfsettoYes,systemsillskiptheeLocationserverandperformgeo-proximityanalysisbasedonradialdistancesPV:LocatorDistanceYesSiteApplicationResponsibilityUserDefault=10TheResellerLocatorwillsearchforpartnerswithinthisdistance.
PV:LocatorMaximumNo.
OfPartnersYesSiteApplicationResponsibilityUsernumberThemaximumnumberofpartnersreturnedwiththePartnerLocatorissearchingforpartners.
Ifnotspecified,thedefaultis20.
A-32OraclePartnerManagementImplementationGuideProfileNameRequiredLevelSettingDescriptionPV:LocatorPartnersPerPageYesSiteApplicationResponsibilityUsernumberNumberofpartnersthatcanbedisplayedperpageinthePartnerLocator.
Ifnotspecified,thedefaultis10.
ApplicationsServer-SideProxyHostandDomainYesSitehostanddomainUsedbytheTCAconcurrentprogramSpatialInformationforLocationsBatchUpdate.
HZ:SpatialProviderURLYesSiteApplicationResponsibilityUseraURLAURLforSpatialInformationonLocation(Defaultatsitelevelishttp://elocation.
oracle.
com/elocation/lbs).
ThisisusedbytheTCAconcurrentprogram,SpatialInformationforLocationsBatchUpdateHZ:WebServerProxyHostNameYesSiteApplicationResponsibilityUserawebserverproxynameUsedbytheTCAconcurrentprogramSpatialInformationforLocationsBatchUpdate.
HZ:WebServerProxyPortYesSiteApplicationResponsibilityUserawebserverproxyportUsedbytheTCAconcurrentprogramSpatialInformationforLocationsBatchUpdate.
ProfileOptionsforPartnerProfileAttributesToimplementpartnerprofileattributes,settheprofileslistedinthefollowingtable.
SystemProfileOptionsA-33ProfileOptionsforPartnerProfileAttributesProfileNameRequiredLevelSettingDescriptionOS:ForecastCalendarOptionalSite-Thisprofilesetstheaccountingcalendarthatisusedtodeterminethestartandenddatesforthecompany'sfiscalyear.
OS:DefaultPeriodTypeforCurrencyConversionOptionalSite-DefaultPeriodTypeforCurrencyConversionPV:CommonCurrencyforRulesEnginesOptionalSiteApplicationResponsibilityUser-UsedbytheconcurrentprogramPV:RefreshPartnerTrendValuesandPVRefreshAttributeTextTabletoconvertandstoreallcurrencyattributesinthiscurrency.
Thisenablescurrencycomparisontobeperformedaccurately.
PV:PartnerTrendLastRefresh---Cannotbeupdated.
UsedbyRefreshPartnertrendconcurrentprogramtodeterminethelastincrementalrefreshtime.
PV:RefreshSearchAttributesLastUpdateDate---Notupdatablebytheusers.
UsedbyRefreshPartnertrendconcurrentprogramtodeterminethelastincrementalrefreshtime.
A-34OraclePartnerManagementImplementationGuideProfileNameRequiredLevelSettingDescriptionPV:Vad/PartnerFullAccessToProfileScreensSiteApplicationResponsibilityUserDefault=NThisprofiledetermineswhetherapartnerordistributorcanupdatetheircompanyprofileandtheirownprofileinformationfromthepartnerdashboard.
PV:AttributePercentageTotalSiteApplicationResponsibilityUserDefault=100UsedbyattributeswithadisplaystyleofPercentagetodeterminethepercentagethatitsvaluesshouldaddupto.
Forexample,if80isspecified,thevaluesfortheattributemustaddupto80percent.
ProfileOptionsforPartnerProgramsToimplementpartnerprograms,settheprofileslistedinthefollowingtable.
ProfileOptionsforPartnerProgramsOptionRequiredLevelSettingDescriptionPV:DefaultProgramforNewPartnerOptionalSiteProgramnameWhenthisprofileoptionisset,everytimeanewpartneriscreatedinthesystem,thepartnergetsautomaticallyenrolledintothisprogramafterregistration.
AMS:ItemValidationMasterOrganizationYesSiteAvalidmasterinventoryorganizationCreatesapartnerprogramasaniteminOracleInventoryunderthespecifiedmasterorganization.
SystemProfileOptionsA-35OptionRequiredLevelSettingDescriptionPV:SelfServiceURLwithWorkflowNotificationYesSitehttp://servername:port/OA_HTML/US/ICXINDEX.
htmDefinestheURLfortheself-servicelogthatisembeddedintheprogramapprovalrequestnotificationsthatarereceivedbyavendoruser.
PV:IsExternalResponsibilityOptionalResponsibilityYesNoWhensettoYesforaresponsibility,theresponsibilitycanbemappedtoapartnerprogram.
Whenapartneruserjoinstheprogram,heisassignedtheresponsibilityspecified.
WhensettoNo,theresponsibilityisnotavailableforpartnerusers.
PV:iStoreLoginURLYesSitehttp://MachineName:PortNo/OA_HTML/ibeCAcdLogin.
jspref=ibeCZzdMinisites.
jspgrp=PARTNERDefinesaURLforaniStore.
TheURLisembeddedinworkflownotificationsthatarereceivedbypartnerusers.
PV:AllowApprovalwithoutContractYesSiteYesNoSpecifieswhetherornotapartnerprogramenrollmentrequestcanbeapprovedbeforeasignedcontractisreceivedfromthepartnerYes:AnenrollmentrequestcanbeapprovedwithoutasignedcontractNo:Asignedcontractmustbereceivedbeforeanenrollmentcanbeapproved.
A-36OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionIBC:UseAccessControlOptionalSiteYesNullNoDetermineswhetherasecuritycheckisrequiredwhenavendoruseraccessesOracleContentManagertosetupaProgramOverview.
NoorNull:Disablesthesecuritycheck.
Yes:Enablesthesecuritycheck.
WhenYesisspecified,additionsecuritysetupisrequiredwithinOracleContentManager.
QP:SourceSystemCodeYesApplicationDefault=OracleSpecialPricingOracleApplicationNameSpecifiestheOracleapplicationthatwillbethesourceofthepricelistsusedbyPartnerPrograms.
OKC:ContractReportYesApplicationOKC:PartnersContract:PartnersTermsandConditionsSpecifieshowthecontractassociatedwithapartnerprogramwillappearwhenthepartneruserpreviewsitduringtheenrollmentprocess.
SystemProfileOptionsA-37OptionRequiredLevelSettingDescriptionSelfServiceAccessibilityFeatureYesSiteScreenReaderOptimizedNONEStandardAccessibilityArichtexteditorcanbeusedtocreateaProgramOverview.
TheeditorofferstheabilitytoaddimagesandformattingtoanOverview,whichcancauseaccessibilitychallengesforsomeusers.
Thisprofileoptionallowsyoutoenableordisabletherichtexteditor,andtoselectaneditorthatprovidesgreateraccessibilityforusers.
Threesettingsareavailablefortheeditor:NONE:Enablestherichtexteditor,andmakestheaccessibility-specificfeaturesunavailableScreenReaderOptimized:ContentisoptimizedforreadingonacomputerscreenStandardAccessibility:AccessibilitycompliantmodeA-38OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:ConcatenatedInventoryFlexSegmentsforProgramYesSiteApplicationResponsibilityFreeflowtextThisvalueisusedtopopulatethekeyflexfieldsegmentvalueswhilecreatingtheprogramasaninventoryiteminternally.
Thevalueshouldbeintheformat:Segment1.
Segment2.
Segment3.
Segment4etc.
(Etc.
isjusttodenoteasmanysegmentsasimplemented).
HereSegment1,2,3…shouldbethevaluesofthekeyflexfieldsegmentsthatareusedforinventoryitemcreationfromprogram.
Thedelimitershouldbetheonethatinventoryusestodefinethesegments.
OneofthesegmentvaluesshouldhavethecodePV_PRGM_FLEX_CODE.
Thiscodeisreplacedwithfirstfivecharactersofprogramnameconcatenatedwithprogram_idwhilecreatingtheinventoryitem.
So,forexample,thevaluecouldbeUS.
SOFTWARE.
EBUS.
PV_PGRM_FLEX_CODEwhereUS,SOFTWAREarekeyflexfieldsegmentValuesand'.
'isdelimiter.
QP:Multi-CurrencyUsageYesApplicationYesNoDetermineswhetherornotanapplicationcanusemultiple-currencypricelists.
MakesurethatotherOracleSystemProfileOptionsA-39ProfileOptionsforReferralManagementToimplementreferralmanagement,settheprofileslistedinthefollowingtable.
ProfileOptionsforReferralManagementOptionRequiredLevelSettingDescriptionPV:DefaultIndirectChannelTypeYesApplicationResponsibilityNameofanindirectsaleschannel.
Thisprofileoptionspecifiestheindirectsaleschanneltowhichallopportunitiesthataregeneratedforaspecificpartnerfromreferralwillbeassigned.
OpportunitiesthatgeneratedfromreferralsbutarenotcreatedforaspecificpartnerareassignedasaleschannelusingtheOS:DefaultSalesChannelprofileoption.
A-40OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionOS:OpportunityAccessPrivilegeSiteResponsibilityUserFullThisprofiledrivesthebehaviorofopportunityaccess.
ThisprofileisdefinedwithintheSalesApplicationbutOraclePartnerManagementusesittodriveaccesstoreferrals.
IfthisprofileissettoFull,userscanviewallthereferralsthathavebeenapprovedandconvertedintoopportunitiesorlinkedtoopportunitiesthattheuserscanaccess.
Ifthisprofileissettoanothervalue,userscanonlyviewreferralslinkedtoopportunitieswheretheyareonthesalesteam.
OS:SalesLeadAccessPrivilegeSiteResponsibilityUserFullIfthisprofileissettoFull,userscanviewallreferralsthatgeneratedalead.
Ifthisprofileissettoanothervalue,users'sviewsarelimitedtoreferralslinkedtoleadswheretheyareonthesalesteam.
SystemProfileOptionsA-41OptionRequiredLevelSettingDescriptionPV:DefaultReferralApproverSiteAuserSpecifiesauserasthedefaultreferralrequestapproverifOracleApprovalsManagementdoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
PV:AssignApproverstoleadoropportunitySiteApplicationResponsibilityYesNoWhensettoYes,thereferralapproversareautomaticallyaddedtothesalesteamifthereferralgeneratesanopportunityorlead.
Whenaleadiscreated,theowneroftheleadissettothefirstapproverforthereferral.
IfthePV:AssignChannelManagertosalestransactionsprofileoptionisalsosettoYes,theowneroftheleadissettooneofthechannelmanagersforthereferral.
Theownerisselectedrandomly.
A-42OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionPV:AssignChannelManagertosalestransactionsSiteApplicationResponsibilityYesNoWhensettoYes,thechannelmanagerassignedtothepartnerthatsubmittedthereferralisaddedtothesalesteamifthereferralgeneratesanopportunityorlead.
Whenaleadiscreated,thechannelmanageralsobecomestheownerofthelead.
Ifmultiplechannelmanagersareassignedtothepartner,theownerisselectedrandomly.
PV:CopyLeadOwnerorSalesteammembersonapprovalnotificationsSiteApplicationResponsibility-Ifthisprofileissetto'Yes',notificationsaresenttoleadownersifaleadisgeneratedfromareferral,ortosalesteammembersifanopportunityisgeneratedfromareferral.
Note:Thereferralbenefitmustbeconfiguredtosendnotificationtothoseusertypes.
PV:DQMContactMatchRulesSiteApplicationResponsibilityDQMrulenameThisprofilestorestheDataQualityManagementrulethatisusedtoperformcontactmatchingforthecustomer.
SystemProfileOptionsA-43OptionRequiredLevelSettingDescriptionPV:DQMCustomerMatchRulesSiteApplicationResponsibilityDQMrulenameThisprofilestorestheDataQualityManagementrulethatisusedtoperformcustomermatching.
OZF:ValidatemarketandproducteligibilitybetweenobjectandbudgetSiteResponsibilityYesNoEnablesbudgetvalidationwhenareferralofferiscreated.
ThisprofileshouldbesetattheresponsibilitylevelfortheChannelAdministratorresponsibilityanditshouldbesettoValidatecustomerandproductsbyeachbudget.
QP:SourceSystemCodeSiteApplicationUser-ThisshouldbesetattheapplicationlevelforOraclePartnerManagement.
ItshouldbesettothesamevaluethattheOracleMarketingapplicationissetto.
AMS:AllowRecalculationofCommittedBudgetSiteApplicationResponsibilityUserYesNoIfthisprofileissettoYes,whenthebudgetexceedsthelimitwhilemakingtheaccrual,theaccrualisallowedtoexceedthebudget'scommittedamount,enablingtheoffertoaskformorefundlater.
A-44OraclePartnerManagementImplementationGuideOptionRequiredLevelSettingDescriptionOZF:Allowcommittedbudgettoexceedtotalamount-YesNoIfsettoYes,thereferralbenefitcanbeactivatedeventhoughtherequestedbudgetamountexceedsthetotalbudgetamount.
IfsettoNo,thereferralbenefitwillfailvalidationiftherequestedbudgetamountexceedsthetotalbudgetamount.
PV:ContactRelationshipCodesSiteApplicationResponsibilityContactOfWhenanewcustomercontactiscreated,thisprofileisusedtodeterminetherelationshipofthecontactwiththecustomer.
PV:iStoreLoginURLSite:PartnerloginURLlinksentwithworkflownotificationforthepartnerusers.
PV:SelfServiceURLwithWorkflowNotificationSite:VendorSelfServiceApplicationsURLsentwithaworkflownotificationforvendorusers.
SystemProfileOptionsA-45OptionRequiredLevelSettingDescriptionPV:DefaultDQMApproverSIteApplicationResponsibilityAuserSpecifiesauserasthedefaultDataQualityManagementapproverifOracleApprovalsManagementdoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
HZ:GeneratePartyNumberSiteApplicationResponsibilityUserYesNoIfsettoYes,aspartofthecustomerdeduplicationprocessforreferrals,anewcustomeranditscorrespondingpartynumberarecreatedinthesystemifnomatchisidentified.
HZ:GeneratePartySiteNumberSiteApplicationResponsibilityUserYesNoIfsettoYes,aspartofthecustomerdeduplicationprocessforreferrals,anewcustomeranditscorrespondingpartysitenumberarecreatedinthesystemifnomatchisidentified.
ProfileOptionsforSpecialPricingToimplementspecialpricing,settheprofileslistedinthefollowingtable.
A-46OraclePartnerManagementImplementationGuideProfilesOptionsProfileOptionRequiredLevelSettingDescriptionOZF_SP_ENABLE_PROD_SECURITYOptionalSiteResponsibilityYes/NoValueintheprofilecontrolsifallproductsshouldbedisplayedoronlyproductsbelongingtocategoriesassignedtoapartnerintheSpecialPricingProductCategoriesfieldinthepartner'sprofile.
Theuserselectsattheproductcategorylevel.
Thepartnercanseeallproductsunderthatcategoryandsubcategories.
SystemProfileOptionsA-47ProfileOptionRequiredLevelSettingDescriptionOZF_SP_GRACE_DAYSOptionalSiteResponsibilityNumericvalueSpecifiesagraceperiodforaspecialpricingrequest.
Thesystemusesthenumberofdaysspecifiedinthisprofiletodeterminehowlong(indays)aftertherequestenddateaspecialpricingrequestremainsactive.
Oncethegraceperiodhaspassed,thestatusoftherequestchangestoClosed,andclaimscannolongerbesubmittedagainsttherequest.
Note:Bydefault,thisprofileissettozero,whichspecifiesupagraceperiodofoneday.
Youmustchangethisprofiletoprovideforarealisticgraceperiod.
OZF_SP_DEFAULT_APPROVEROptionalSiteResponsibilityAuserSpecifiesauserasthedefaultspecialpricingrequestapproverifOracleApprovalsManagementdoesnotreturnanapprover.
Alternatively,anorganizationcanusethisprofileoptiontospecifyanapproverinsteadofsettingupapprovalrulesinOracleApprovalsManagement.
A-48OraclePartnerManagementImplementationGuideProfileOptionRequiredLevelSettingDescriptionOZF_SP_DEFAULT_BUDGETOptionalSiteResponsibilityOneormoreactive,fixedbudgetsDependingonanorganization'sbusinessneeds,asinglespecialpricingbudgetcanfundallspecialpricingrequests,ormultiplespecialpricingbudgetscanbesetup.
Thisprofileisusedtodeterminewhetherornotmultiplebudgetswillbeusedandidentifiesthebudget(s).
Multiplebudgets:EachbudgetisspecifiedattheResponsibilitylevel,wheretheresponsibilityisabusinessunitorgeographicentity.
Thenameofabudget(setupinOracleTradeManagement)isspecifiedforeachresponsibility.
Singlebudget:Specifythenameofthebudget(setupinOracleTradeManagement)attheSitelevel.
OZF_SP_PARTY_DQM_RULEOptionalSiteResponsibilityListofDQMrulesforpartymatchUsedtofindthemasterpartyrecordfortheresellerandendcustomernames,whensubmittingaspecialpricingrequest.
SystemProfileOptionsA-49BLookupsThisappendixcoversthefollowingtopics:UnderstandingLookupsModifyingLookupTypesCreatingaNewLookupTypeAddingValuestoanExistingLookupLookupsfortheChannelManagerDashboardLookupsforDealRegistrationLookupsforPartnerFundsLookupsforthePartnerDashboardLookupsforthePartnerProfileAttributesLookupsforPartnerProgramsLookupsforReferralManagementLookupsforSpecialPricingUnderstandingLookupsLookupssupplythecontentformanyofthelistsofvalues(LOV)intheOraclePartnerManagementuserinterface.
Mostlookupsarepredefined(seededintheapplication).
Youcanusetheseededvalueswithoutmodification,oryoucancustomizethemtofityourbusinessneeds.
Lookupvaluesareeasytouse,andhelpensurethatusersentervaliddataintoOraclePartnerManagement.
Therearethreewaysthatyoucancustomizelookupvalues:AddnewvaluesSetavalue'sEnableflagtoNo,sothatitnolongerappearsinaLOVUseavalue'sstartandenddatestocontrolwhenitappearsinalistModifyingLookupTypesYouusetheApplicationUtilitiesLookupswindowtoaddanewlookuptype,addvaluestoanexistinglookuptype,orpreventexistingvaluesfromappearinginalookuptype.
Youmustlogoutandloginagaintoseetheeffectofyourchanges.
LookupsB-1LookupsareidentifiedaseitherUser,Extensible,orSystemLookups.
Alookup'stypedeterminesthemodificationsthatyoucanmaketoit:User:AusercanbothaddandremoveseededitemsExtensible:Ausercanadditems,butcannotremoveseededitemsSystem:UsersareunabletomodifythecontentofthelookupCreatingaNewLookupTypeUsethisproceduretodefineanewlookuptypeandlookupvalue.
PrerequisitesNoneSteps1.
LogintoOracleFormswiththeSystemAdministratorresponsibility.
2.
NavigatetoApplication>Lookups.
3.
Choosetheaccesslevelforthelookuptype.
4.
Enterthelookuptype.
5.
Entertheusernameofthelookup.
Thisisthenamethatuserswillseefromwithintheapplication.
6.
Selecttheapplicationinwhichthelookupwillbeused.
7.
Optionally,addadescriptionofthelookuptype.
8.
Toaddlookupvaluesspecifictothesecuritygroup/businessgrouplinkedtoyourcurrentresponsibility,unchecktheGlobalSecurityGroupcheckbox.
Existinglookupvaluesareavailabletoallbusinessgroups.
9.
Enterthecode,meaning,and,optionally,adescriptionforeachvalue.
LeavetheTagcolumnblank.
10.
EnterstartandenddatesIfyoudonotenterastartdate,thenewlookupisvalidimmediately.
Ifyoudonotenteranenddate,thenewlookupisvalidindefinitely.
11.
Saveyourwork.
AddingValuestoanExistingLookupUsethisproceduretoaddanewvaluetoanexistingLookup.
PrerequisitesNoneSteps1.
Querythelookuptypetowhichyouwanttoaddavalue.
YoucannotaddvaluesiftheaccesslevelisSystem.
B-2OraclePartnerManagementImplementationGuide2.
Toaddlookupvaluesspecifictothesecuritygroup/businessgrouplinkedtoyourcurrentresponsibility,unchecktheGlobalSecurityGroupcheckbox.
Existinglookupvaluesareavailabletoallbusinessgroups.
3.
Enterthecode,meaning,and,optionally,adescriptionforeachvalue.
LeavetheTagcolumnblank.
4.
EnterstartandenddatesIfyoudonotenterastartdate,thenewlookupisvalidimmediately.
Ifyoudonotenteranenddate,thenewlookupisvalidindefinitely.
5.
Saveyourwork.
LookupsfortheChannelManagerDashboardToimplementthechannelmanagerdashboard,createorverifythelookupsettingslistedinthefollowingtable.
LookupsB-3LookupValuesfortheChannelManagerDashboardLookupNameTypeValueDescriptionPV_INTERACTION_OBJECT_TYPESystemENRQGENERALMEMBERSHIPOPPORTUNITYPVDEALRNPVREFFRLSOFT_FUNDSPECIAL_PRICEEnrollmentRequestGeneralMembershipOpportunityDealRegistrationReferralPartnerFundRequestSpecialPricingRequestPV_TRANSACTIONSSystemTRANS_CLAIMSTRANS_DEALTRANS_FUNDTRANS_OFFERTRANS_OPPTYTRANS_ORDERSTRANS_REFTRANS_SPRClaimsDealRegistrationsFundRequestsOffersOpportunitiesOrdersReferralsSpecialPricingRequestsPV_CMDASHBOARD_GRAPHSystemMQMonthlyQuarterlyPV_TREND_DATE_RANGESystemB5YEARL2YEARLYEARYTDLastFiveYearsLastTwoYearsLastYearYeartoDatePV_TREND_PERIOD_TYPESystemMONTHQUARTERYEARMonthQuarterYearLookupsforDealRegistrationToimplementdealregistration,createorverifythelookupsettinglistedinthefollowingtable.
B-4OraclePartnerManagementImplementationGuideLookupValuesforDealRegistrationLookupNameTypeValueDescriptionPV_REFERRAL_DECLINE_REASONUserCUST_DTLS_NOT_VERIFIEDEXISTING_LEADEXISTING_OPPTYMORE_INFO_REQUIREDCustomerDetailsNotVerifiedExistingLeadExistingOpportunityMoreInformationRequiredLookupsforPartnerFundsToimplementpartnerfunds,createorverifythelookupsettingslistedinthefollowingtable.
LookupsforPartnerFundsLookupTypeValueDescriptionOZF_REQUEST_STATUSSystemDRAFTAPPROVEDCLOSEDDECLINEDVOIDSUBMITTED_FOR_APPROVALRETURNEDDraftApprovedClosedDeclinedVoidPendingApprovalReturnedOZF_REQUEST_CLASSSystemSOFT_FUNDSPECIAL_PRICESoftFundSpecialPriceOZF_REQUEST_TYPESystemSOFT_FUNDSoftFundOZF_SF_DECLINE_CODEUserCOLLATERALDUPLICATEINVALIDCollateralDidNotMeetCriteriaDuplicateRequestInvalidRequestOZF_SF_RETURN_CODEUserCOLLATERALOTHERMISS_INFOCollateralSubmissionRequestedOtherRequestMissingInformationOZF_PERFORMANCE_UOMSystemAMOUNTNUMBERAmountNumberLookupsB-5LookupTypeValueDescriptionOZF_FUND_SOURCESystemSOFT_FUNDFUNDCAMPDELVEVEHEVEOOFFREONEOPTNPTNRUSERPRICCSCHVENDSoftFundBudgetCampaignDeliverableEventEventScheduleOfferOneOffEventOtherPartnerPartnerPersonPriceListScheduleVendorOZF_PARTNER_PERFORMANCEUserLEADREVENUELeadRevenueLookupsforthePartnerDashboardToimplementthepartnerdashboard,createorverifythelookupsettinglistedinthefollowingtable.
LookupValuesforthePartnerDashboardLookupNameTypeValueDescriptionPV_USER_ROLESUserBUSINESSPRIMARYALLBusinessUserPrimaryUserAllLookupsforthePartnerProfileAttributesToimplementpartnerprofileattributes,createorverifythelookupsettinglistedinthefollowingtable.
B-6OraclePartnerManagementImplementationGuideLookupValuesforPartnerProfileAttributesLookupNameTypeValueDescriptionPV_ATTRIBUTE_CATEGORY_TYPEUserGENERALMARKETINGPRMRESOURCESALESGeneralMarketingPRMResourceSalesLookupsforPartnerProgramsToimplementpartnerprograms,createorverifythelookupsettingslistedinthefollowingtable.
LookupsforPartnerProgramsLookupTypeValueDescriptionPV_BENEFIT_TYPEExtensiblePVDEALRNPVREFFRLOZFSFBENOTHERSSTORESDealRegistrationReferralsSoftFundsOtherbenefittypesStoresPV_BENEFIT_STATUSUserACTIVEINACTIVEDRAFTFAILED_VALIDATIONINACTIVEPENDINGActiveInactiveDraftFailedValidationInactivePendingLookupsB-7LookupTypeValueDescriptionPV_BENEFIT_ENTITY_STATUSSystemAPPROVEDAWAITING_FOR_PARTNER_ACCEPTANCECLOSED_BY_VENDORCLOSED_DEAD_LEADCLOSED_FEE_PAIDCLOSED_LOST_OPPTYCOMP_CANCELLEDDECLINEDDRAFTEXPIREDEXTENDED_BY_VENDORCOMP_BEING_NEGOTIATEDPAYMENT_BEING_PROCESSEDPENDING_APPROVALPENDING_CUSTOMER_REVIEWPROCESSING_COMPENSATIONApprovedWaitingforpartneracceptanceClosedbyvendorClosed-deadleadClosed-feepaidClosed-lostopportunityCompensationcancelledDeclinedDraftExpiredExtendedbyvendorCompensationbeingnegotiatedPaymentbeingprocessedPendingapprovalPendingcustomerreviewProcessingcompensationPV_PROGRAM_BENEFITSUserAOFFPDIBBIQWPHPNPWKRNAccesstoOnlineFormsFreeProductDemoInvitationstoBusinessBriefingsInvitationstoQuarterlyWorkshopsPartnerHelpdeskPartnerNewsletterPartnerWelcomeKitRegularNewflashesLookupsforReferralManagementToimplementreferralmanagement,createorverifythelookupsettinglistedinthefollowingtable.
B-8OraclePartnerManagementImplementationGuideLookupValuesforReferralManagementLookupNameTypeValueDescriptionPV_REFFERRAL_DECLINE_REASONUserCUST_DTLS_NOT_VERIFIEDEXISTING_LEADEXISTING_OPPTYMORE_INFO_REQUIREDCustomerDetailsNotVerifiedExistingLeadExistingOpportunityMoreInformationRequiredLookupsforSpecialPricingToimplementspecialpricing,createorverifythelookupsettingslistedinthefollowingtable.
LookupsB-9LookupsforSpecialPricingLookupTypeCodeTypeValueDescriptionOZF_REQUEST_STATUSSystemDRAFTAPPROVEDCLOSEDDECLINEDSUBMITTED_FOR_APPROVALDraftApprovedClosedDeclinedPendingApprovalOZF_REQUEST_CLASSSystemSOFT_FUNDSPECIAL_PRICESoftFundSpecialPriceOZF_REQUEST_TYPESystemMEET_COMPETITORBLANKET_REQUESTBID_REQUESTMeetCompetitorPriceBlanketRequestBidRequestOZF_SP_REQUEST_DECLINE_CODEExtensibleCANNOT_MEETNEED_MORE_INFOCannotMeetDiscountRequestedNeedMoreInformationOZF_SP_REQUEST_DISTYPESystem%AMTNEWPRICEDiscountPercentDiscountAmountNewPriceOZF_SP_REQUEST_OUTCOMEExtensibleIN_PROGRESSLOSTWONInProgressLostWonOZF_FUND_SOURCESystemSPECIAL_PRICEFUNDCAMPDELVEVEHEVEOOFFREONEOPTNPTNRUSERPRICCSCHVENDSpecialPriceBudgetCampaignDeliverableEventEventScheduleOfferOneOffEventOtherPartnerPartnerPersonPriceListScheduleVendorB-10OraclePartnerManagementImplementationGuideCSummaryofConcurrentProgramsThisappendixcoversthefollowingtopics:RunningConcurrentProgramsCheckingConcurrentProgramStatusConcurrentProgramsfortheChannelManagerDashboardConcurrentProgramsforDealRegistrationConcurrentProgramsforEnrollmentsConcurrentProgramsforOpportunitiesConcurrentProgramsforPartnerFundsConcurrentProgramsforthePartnerLocatorConcurrentProgramsforPartnerProgramsConcurrentProgramsforPartnerProfileAttributesConcurrentProgramsforReferralManagementConcurrentProgramsforSpecialPricingRunningConcurrentProgramsUsethefollowinginstructionsforrunninganyOracleApplicationsconcurrentprogramorprogramset.
YoucanusetheseprocedurestorunorscheduleanyoftheOraclePartnerManagementconcurrentprograms.
RefertotheOracleApplicationsSystemAdministrator'sGuideforcompletedetailsonOracleApplicationsconcurrentprograms.
PrerequisitesNone.
Steps1.
LogintotheFormsapplication.
2.
Selecttheappropriateresponsibility.
3.
Double-clickConcurrentRequests.
4.
Double-clickRun.
5.
SelecttheSingleRequestradiobutton.
SummaryofConcurrentProgramsC-16.
ClickOK.
7.
Searchfortheconcurrentrequestthatyouwanttorun.
8.
ClickSubmit.
9.
Selectfromthesearchresults.
10.
ClickOK.
11.
ClickOKtoruntheconcurrentrequest.
CheckingConcurrentProgramStatusUsethefollowingproceduretocheckthestatusofaconcurrentprogram.
PrerequisitesNone.
Steps1.
LogintoOracleFormswiththeappropriateresponsibility.
Theresponsibilityforeachconcurrentprogramisprovidedwiththeprogramdescription.
2.
ChooseView>Request.
TheFindRequestwindowopens.
3.
IntheFindRequestwindow,searchforyourconcurrentprogramrequest.
Iftheserverisnotbusy,selectingFindmaybethefastestwaytofindyourrequest.
Iftheserverisbusy,itmaybebettertoentersearchcriteriaandlookforSpecificRequests.
4.
TheRequestwindowdisplaysalistofsubmittedrequests.
TheOracleMarketingconcurrentprogramsshouldbelisted.
5.
SelectRefreshDataoccasionallytocheckthecompletionstatus.
6.
Onceinthe"red"stateorPhase="completed,"theViewOutputandViewLogbuttonswillbecomeactive(ifthelogoutputfileshavebeensetupcorrectly)ConcurrentProgramsfortheChannelManagerDashboardThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbythechannelmanagerdashboard.
C-2OraclePartnerManagementImplementationGuideConcurrentProgramfortheChannelManagerDashboardProgramRequiredDescriptionGenerateTerritoryPackagesYesAfterdefiningnewterritoriesorupdatingexistingterritories,theterritoryadministratormustexecutethisconcurrentprogram.
TheparametervaluesforthisprogrammusthaveOraclePartnerManagerspecifiedforusage,andPartnerspecifiedastransactiontype.
Thenewterritorydefinitionsareavailableforpartnerchannelteamassignmentonlyaftertheconcurrentrequestisexecutedsuccessfully.
Responsibility:CRMAdministratorOZF-TM:GeneratePartyListforMarketQualifierYesMatchescustomerorderstooffersandpopulatesadenormalizedtableAMS_PARTY_MARKET_SEGMENTSwithcustomersegmentationinformationbasedonterritorydefinitions.
Thisprogramneedstoberunintwosituations:Whenanewterritoryiscreated.
RuntheprogramafterrunningtheGenerateTerritoryPackageprogram.
Whenanewcustomeriscreatedastheresultofareferral.
Note:ThisprogrammustberunaftertheGenerateTerritoryPackagesprogramandbeforeOZF-TM:NetAccrualEnginetoensurethatthenetaccrualengineaccuratelymatchescustomerorderstooffers.
Responsibility:OracleTradeManagementAdministratorSummaryofConcurrentProgramsC-3ProgramRequiredDescriptionPV:ChannelTeamAssignmentforPartnersinTOTAL/INCREMENTALModeYesParameterName:ModeParameterValues:TOTALorINCREMENTALRunthisconcurrentprograminTOTALmodeifyouhaveinstalledOraclePartnerManagementforthefirsttimeorhavejustupgradedtoanewversionofOraclePartnerManagement.
Beforerunningtheprogram,aterritoryhierarchymustbesetupforyourorganization.
Oncethehierarchyissetup,runningthisprogramassignschannelteamstopartners,basedontheterritoryhierarchy.
YoumightalsowanttorunthisprogramintheTOTALmodeifyourorganizationmakessignificantchangestotheterritoryhierarchy.
RunthisprograminINCREMENTALmodewhenyouhave:SettheprofileoptionPV:TerritoryAssignmentOnlineissettoNo.
Updatedanypartner'stransactionqualifiersfromanOracleapplicationotherthanOraclePartnerManagement.
Frequency:RuninTOTALmodeonetimeafterupgradingorinstallingOraclePartnerManagementorwhentheterritorydefinitionundergoesamajorchange.
RuninINCREMENTALmodeeachday,oraftermakingminorchangestoterritories.
Responsibility:PRMconcurrentrequestsC-4OraclePartnerManagementImplementationGuideProgramRequiredDescriptionPV:DefineChannelteamforspecificterritoriesYesRunthisconcurrentprogramwhenthereisachangein:Theassignmentofchannelmanagerresourcesforaterritory(forexample,whenachannelmanagerleavesoranewchannelmanagerisaddedtotheorganization).
Territorytransactionqualifiervalues(forexample,whenaterritorythatwasoriginallydefinedtocontainpartnersinCalifornianowcontainspartnersinCalifornia,Nevada,andOregon).
Thisprogramshouldberuneachtimethereisachangeintheterritorysetup.
Responsibility:PRMconcurrentrequestsSummaryofConcurrentProgramsC-5ProgramRequiredDescriptionPV:UpdatePartnerStatusYesTodetermineifthestatusofapartnerisactive,allthefollowingconditionsmustbetrue:1.
Relationshipstatusbetweenpartnerandvendorisactiveandtherelationshipisnotenddated.
2.
PartnerOrganizationstatusisactive.
3.
VendorOrganizationstatusisactive.
4.
ThepartnerorganizationresourcerecordisnotenddatedinCRMresourcemanager.
Checkingforpartnerstatusinalltheabove-mentionedplacescausessignificantperformanceissues.
ToaddressthisissueaSTATUScolumnhasbeenaddedtothePV_PARTNER_PROFILEtable.
TheSTATUScolumnconsolidatesthePartnerStatusdefinition,whichimprovesperformance.
Inaddition,whenapartner'sstatuschanges,aWorkflowBusinessEventisraised.
AnyOracleapplicationcansubscribetothisbusinesseventtoperformnecessaryaction.
Thisconcurrentprogramneedstobescheduledtoupdatethepartnerstatusperiodically.
Betweentheconcurrentjobexecutions,itmaybepossibleforthepartnerstatustobeinaninconsistentstateasthepartnerdatacanbeupdatedthroughotherOracleApplicationproducts.
Whentheconcurrentprogramreturnstatusiserrororwarning,usetheconcurrentprogram'slogfileforadditionalinformation.
Frequency:Everyday(minimum)Responsibility:PRMconcurrentrequestsC-6OraclePartnerManagementImplementationGuideProgramRequiredDescriptionRefreshASperioddaysYesThedateinformationthatpopulatesthegraphsthatappearontheChannelManagerdashboardistakenfromtheGeneralLedgerAccountingCalendar.
Oncethecalendarissetup,theRefreshASperioddaysconcurrentprogramtakesinformationfromthegl_daily_ratestableandpopulatestheas_period_daystable.
OraclePartnerManagementusesdatafromthistabletobuildthex-axisofthedashboardgraphs.
Tosetupthecalendar,logintoOracleFormsastheGeneralLedgerSuperUserandnavigatetoSetup>Financial>Accounting>Calendar.
Itisrecommendedthatthisprogramberunonceamonth.
Responsibility:OracleSalesAdministratorRefreshMulti-CurrencyConversionRate(AS_PERIOD_RATES)YesOncetheGeneralLedgerAccountingCalendarissetup,thisprogramtakesinformationfromthegl_daily_ratestableandpopulatestheas_period_ratestable.
Itisrecommendedthatthisprogramberunonceamonth.
ItshouldberunaftertheRefreshASperioddaysconcurrentprogramisrun.
Responsibility:OracleSalesAdministrateConcurrentProgramsforDealRegistrationThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbydealregistration.
SummaryofConcurrentProgramsC-7ConcurrentProgramforDealRegistrationProgramRequiredDescriptionPV-UpdateReferral/DealStatusYesEvaluatesallapproveddealregistrationstoupdatethestatustooneofthefollowingclosedorexpiredstatuses:Closed.
DeadLeadClosed.
LostOpportunityClosed.
OpportunityWonExpiredResponsibility:PRMconcurrentrequestsConcurrentProgramsforEnrollmentsThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbyenrollments.
ConcurrentProgramforEnrollmentsProgramRequiredDescriptionPV:SendenrollmentnotificationstopartneruserYesSendsnotificationstopartnerprimaryuserswheneitherofthefollowingoccurs:Thepartner'smembershipinaparticularprogramisabouttoorhasexpired(baseduponapartnerprogram'scriteria).
TheprimaryuserreceivesaRenewalnotification.
Thesignedcontractforaprogramthatapartnerwantstojoinhasnotbeenreceivedwithinaspecifiedperiodoftime.
TheprimaryuserreceivesaContractNotReceivednotification.
Itisrecommendedthatyourunthisprogramdaily.
Responsibility:PRMconcurrentrequestsC-8OraclePartnerManagementImplementationGuideProgramRequiredDescriptionPV:ExpireEndedProgramMembership,andRenewEarlyRenewedProgramMembershipsYesChangesapartner'sprogrammembershipstatustoExpiredifthepartner'smembershipenddateispastthecurrentsystemdate.
Whenthestatusofaglobalpartner'sprogrammembershipstatusisExpired,theprogrammembershipofeachofitssubsidiarieschangestoExpiredaswell.
Theprogramalsochangesapartner'sprogrammembershipstatustoRenewforallearlyrenewalswithastartdateinthepast.
Itisrecommendedthatyourunthisprogramdaily.
Responsibility:PRMconcurrentrequestsPV:ProcesstheerroredenrollmentrequestsforapprovalYesIftheOracleApprovalManagerapplicationencountersanerror,itispossiblethatpartnerself-serviceenrollmentrequestswillnotberoutedforapproval.
Thisprogramidentifiesandprocessesorphanedapprovalrequestsandroutesthemtotheirappropriatereviewer(s).
Itisrecommendedthatyourunthisprogrambi-weekly.
Responsibility:PRMconcurrentrequestsConcurrentProgramsforOpportunitiesThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbyopportunities.
SummaryofConcurrentProgramsC-9ConcurrentProgramsforOpportunitiesProgramRequiredDescriptionPVUnassignedOpportunityProcessAfterTimeOutOptionalThisconcurrentprograminvokesthepartnermatchingenginetorouteindirectopportunitiesthathavebeenunassignedformorethanaspecifiednumberofdayssincetheopportunitywascreated.
ThenumberofdaysafterwhichanopportunityisroutedisdeterminedbytheprofilePV:UnassignedOpportunityTimeout.
(Days)Theparametersoftheconcurrentprogramare:Country-Processopportunitiesonlyforcountryspecified.
UserName-Theuserthatisdeterminedtobetheassignmentmanagerfortheopportunityrouting.
FromDate-Consideronlythoseopportunitiesthathavebeencreatedafterthisdate.
Responsibility:PRMconcurrentrequestsPV-InitialBuildforPartnersOpen/WonOpportunitiesYesThisprograminitiallybuildsorrebuildsthematerializedviewtodisplaythevaluesintheOpportunityOpenandWonBin.
Theparametersoftheconcurrentprogramare:No_of_process-ForsystemswithmultipleCPUs,thissetsthenumberofparalleldatabaseprocessesthatarestartedtobuildmaterializedviews.
Next_extent-Databaseextentsizetoallocatewhenevermorespaceisneededtostorethedata.
Responsibility:PRMconcurrentrequestsC-10OraclePartnerManagementImplementationGuideProgramRequiredDescriptionSpatialInformationforLocationsBatchUpdateYesAcquirelatitudeandlongitudevaluesforlocationsintheTCAregistry.
Foraddressesthatalreadyhavespatialdata,theprogramupdatestherecordswiththelatestinformationfromeLocation.
(Formoreinformation,seeOracleTradingCommunityArchitectureeLocationSpatialDataIntegrationUserGuide.
)Thisisneededforpartnermatchingtodeterminetheradialdistancesbetweenacustomerontheopportunityandthepartners.
Responsibility:TradingCommunityManagerWorkflowBackgroundProcess-POLAssignmentRoutingYesProcesschannelmanagertime-outandpartnertime-outactivitiesinopportunityrouting.
Theparametersoftheconcurrentprogramare:Item_type:POLAssignmentRoutingProcessDeferred:NProcessTimeout:YProcessStuck:NResponsibility:WorkflowAdministratorSummaryofConcurrentProgramsC-11ProgramRequiredDescriptionWorkflowBackgroundProcess-POLAutomatedPartnerMatchingYesWhenaleadiscreated,andthechannelselectionengineselectsanindirectchannelbasedontheprofileOS:AutoConvertLeadtoOpportunity,theleadisconvertedtoanindirectopportunity.
Then,thisconcurrentprogramstartstheworkflowprocessthatinitiatestheautomaticbackgroundmatchingprocess,whichautomaticallymatchesandroutesopportunitiestopartners.
ThisconcurrentprogramalsoperformsroutingtopartnersonthecampaignspecifiedontheopportunityiftheprofileoptionPV:EnableAutomaticRoutingbyCampaignissettoY.
IftheprofileoptionPV:EnableAutomaticRoutingbyCampaignissettoN,programinsteadaddspartnersparticipatinginthecampaigntotheexternalsalesteam.
Item_type:POLAutomatedPartnerMatchingProcessDeferred:YProcessTimeout:NProcessStuck:NResponsibility:WorkflowAdministratorC-12OraclePartnerManagementImplementationGuideProgramRequiredDescriptionWorkflowBackgroundProcess-POLNotifyPartyYesSendsanotificationtoachannelmanagerwhenanindirectopportunityisroutedtooneofthechannelmanager'spartnersandthepartneralsosubmittedthedealregistrationthatresultedisthecreationofthesameopportunity.
Theparametersoftheconcurrentprogramare:Item_type:POLNotifyPartyProcessDeferred:YProcessTimeout:NProcessStuck:NResponsibility:WorkflowAdministratorPV-ExternalSalesteamMibrationYes(PatchsetBonly)OrganizationsthatimplementthatPatchsetBneedtorunthisprogram.
EarlierimplementationsofOraclePartnerManagementallowedapartnercontacttoexistonanopportunityoralead,ortobeincludedinacustomer'sexternalsalesteam,evenwhenthepartnerorganizationwasnotassociatedwiththeobject.
AsofPatchsetB,apartnercontactisaccessedthroughthepartnerorganization,andthuscannotbeaccessedifthepartnerorganizationhasbeenremovedfromanobject.
Runthisprogramtoaddthepartnerorganizationtoopportunities,leads,andcustomerexternalsalesteamsforwhichapartnercontactisassociatedindependentlyofitspartnerorganization.
Responsibility:PRMconcurrentrequestsConcurrentProgramsforPartnerFundsOneconcurrentprogramisrequiredforPartnerFunds:OZF-TM:ReleaseCommittedBudgetAmountAfterGracePeriod.
Thisprogramclosesasoftfundrequestafterthegraceperiodhaspassed,disablestheSubmitClaimbuttononafundrequest,andreconcilesliabilities.
Itcanbescheduledtorunperiodically.
TheresponsibilityisOracleTradeManagementAdministrator.
SummaryofConcurrentProgramsC-13ConcurrentProgramsforthePartnerLocatorThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbythepartnerlocator.
ConcurrentProgramforthePartnerLocatorProgramRequiredDescriptionSpatialInformationforLocationsBatchUpdateYesAcquirelatitudeandlongitudevaluesforlocationsintheTCAregistry.
Foraddressesthatalreadyhavespatialdata,theprogramupdatestherecordswiththelatestinformationfromeLocation.
(Formoreinformation,refertotheOracleTradingCommunityArchitectureeLocationSpatialDataIntegrationUserGuide.
)ThisconcurrentprogramneededforthePartnerLocatortodeterminetheradialdistancesbetweenacustomerandapartner.
Responsibility:TradingCommunityManagerPVRefreshAttributeTextTableYesAllowstheattributedetailsforaparticularpartnertobeusedinthematchingprocessandtocalculateperformanceandderivedattributesforeachpartner.
Therearetwooptionsforrunningthisprogram:fullrefreshornewpartnersonlyrefresh.
Fullrefreshisthedefault.
Thenewpartnersonlyoptionpicksupallthepartnersthathavebeencreatedsincethelastrefreshofthistype.
ThelastrefreshdateisstoredintheprofileoptionPV:RefreshSearchAttributesLastUpdateDate.
Responsibility:PRMconcurrentrequestsConcurrentProgramsforPartnerProgramsThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbypartnerprograms.
C-14OraclePartnerManagementImplementationGuideConcurrentProgramforPartnerProgramsProgramRequiredDescriptionPV:CloseEndedProgramsandMembershipsNoAssignsastatusofClosedtoprogramswithenddatesthatarepastthecurrentsystemdate.
Responsibility:PRMconcurrentrequestsPV:RefreshPartnerProgramEligibilityYesEvaluatesapartner'seligibilitytoenrollinapartnerprogrambasedontheprogram'sprerequisites.
PV:RefreshPartnerProgramEligibilityshouldberunatleastonceadaytomakesurethatexistingpartnersareevaluatedforeligibilitytojoinnewpartnerprograms.
Ifyoudonotrunthisprogram,newpartnerprogramswillbeavailableonlytonewpartners.
Responsibility:PRMconcurrentrequestsPV-UpdateuserrespwhenrespmappingiscreatedordeletedYesWhenachanneladministratormodifiestheresponsibilitymappings,itimpactstheresponsibilitiesassignedtopartnerusers.
Thisprogramupdatespartnerusers'responsibilitiesafterachangehasbeenmadetoexistingresponsibilitymappings.
Thereisnofixedfrequencyinwhichthisprogramshouldberun.
Responsibility:PRMconcurrentrequestsPV:Assign/RevokeUserResponsibilitiesYesThisprogramisusedtoassignorrevokeresponsibilitiesofpartnerusersbasedontheirorganization'sprogrammemberships.
Thisprogramrunsautomaticallywhenthechanneladministratoradds,changes,ordeletesaresponsibility.
Responsibility:PRMconcurrentrequestsConcurrentProgramsforPartnerProfileAttributesThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbypartnerprofileattributes.
SummaryofConcurrentProgramsC-15ConcurrentProgramforPartnerProfileAttributesProgramRequiredDescriptionPV:RefreshPartnerTrendValuesYesUpdatespartnertrendvaluestoenableuptodateattributematching.
Retrievesorcalculatesthepartnertrendperformancemeasuressummarizedatamonthlylevel.
Theparametersoftheconcurrentprogramare:StartfromBeginningofMonth-Identifiesthestartingmonthtorefresh(onlyappliestomeasuresthatarecumulative).
Non-cumulativemeasuresarealwayscalculatedforthecurrentmonthonly.
ToEndingofMonth-Identifiestheendingmonthtorefresh(onlyappliestomeasuresthatarecumulative).
Non-cumulativemeasuresarealwayscalculatedforthecurrentmonthonly.
NewPartnersOnly-IfsettoYes,thenonlyprocessfornewpartners.
Newpartnersaredefinedaspartnerscreatedafterthelastrunofthisprogram(storedintheprofilePV:PartnerTrendLastRefresh).
Ignorerefreshinterval-IfsettoYes,processallattributeseventhoughthetimeintervalfromthelastrefreshhavenotexceededtherefreshintervalsetforsomeattributes.
Responsibility:PRMconcurrentrequestsPVRefreshAttributeTextTableYesAllowstheattributedetailsforaparticularpartnertobeusedinthematchingprocessandtocalculateperformanceandderivedattributesforeachpartner.
Therearetwooptionsforrunningthisprogram:FullRefreshorNewPartnersOnlyRefresh.
FullRefreshisthedefault.
TheNewPartnersOnlyRefreshoptionpicksupallthenewlycreatedpartnerssincethelastrefreshofthistype.
ThelastrefreshdateisstoredintheprofilePV:RefreshSearchAttributesLastUpdateDate.
Responsibility:PRMconcurrentrequestsC-16OraclePartnerManagementImplementationGuideConcurrentProgramsforReferralManagementThefollowingtableprovidesinformationabouttheconcurrentprogramsusedbyreferralmanagement.
ConcurrentProgramforReferralManagementProgramRequiredDescriptionOZF-TM:GeneratePartyListforMarketQualifierYesMatchescustomerorderstooffersandpopulatesadenormalizedtableAMS_PARTY_MARKET_SEGMENTSwithcustomersegmentationinformationbasedonterritorydefinitions.
Thisprogramneedstoberunintwosituations:Whenanewterritoryiscreated.
RuntheprogramafterrunningtheGenerateTerritoryPackageprogram.
Whenanewcustomeriscreatedastheresultofareferral.
Note:ThisconcurrentprogrammustberunbeforeOZF-TM:NetAccrualEnginetoensurethatthenetaccrualengineaccuratelymatchescustomerorderstooffers.
Responsibility:OracleTradeManagementAdministratorSummaryofConcurrentProgramsC-17ProgramRequiredDescriptionOZF-TM:NetAccrualEngineYesCalculatesthenetaccrualsforalloffersoftypeNetAccrual.
Referralmanagementusestheprogramtocalculatethecommissionapartnerearnsonreferrals.
ThenetaccrualenginereferencesacustomerdenormalizedtablethatispopulatedbytheOZF-TM:GeneratePartyListforMarketQualifiersconcurrentprogram.
Whenareferraliscreated,thesystemmaycreateanewcustomer.
ThenewcustomerisnotinthecustomerdenormalizedtableuntiltheOZF-TM:GeneratePartyListforMarketQualifiersprogramisrun.
RuntheOZF-TM:NetAccrualEngineprogrambeforeyourunthePV-ReferralCompensationOrderCompletionprogramandwhenyouwanttocalculatehowmuchyourpartnershaveaccrued.
ItisrecommendedthatyourunOZF-TM:NetAccrualEngineonceamonth.
Responsibility:OracleTradeManagementAdministratorPV-UpdateReferral/DealStatusYesEvaluatesallapprovedreferralstoupdatethestatustooneofthefollowingvalues:Closed-DeadLeadClosed-LostOpportunityClosed-OpportunityWonExpiredRunthisprogramtocloseapprovedreferrals.
YoumustrunthisprogrambeforerunningthePV-ReferralCompensationOrderCompletionprogram.
ItisrecommendedthatyourunPV-UpdateReferral/DealStatusweeklytomakesurethatthereferralstatusesareuptodate.
Responsibility:PRMconcurrentrequestsC-18OraclePartnerManagementImplementationGuideProgramRequiredDescriptionPV-ReferralCompensationOrderCompletionYesCreatesclaimsandstartsthepaymentprocessforreferralsthathavegeneratedfulfilledorders.
Itisrecommendedthatyourunthisprogramonceamonth.
Responsibility:PRMconcurrentrequestsGenerateTerritoryPackageYesAsapartofthestandardterritorycreationprocess,thisprogrammustberunafteraterritoryiscreated.
Responsibility:CRMAdministratorDQMStagingProgramYesPopulatesthesearchtableagainstwhichtheDQMprocessperformsqueries.
Youshouldrunthisprogramwhenanewparty(hz_parties)iscreated.
Toruntheprogram,youmustbeabletologinwiththeTradingCommunityManagerresponsibility.
YoumustprovidethefollowingparameterstoruntheDQMStagingProgramforReferralManagement:NumberofWorkers=5StagingCommand=STAGE_ALL_DATAContinuepreviousexecution=NoNoadditionalvaluesneedtobeset.
Responsibility:TradingCommunityManagerConcurrentProgramsforSpecialPricingOneconcurrentprogramisrequiredforSpecialPricing:OZF-TM:ReleaseCommittedBudgetAmountAfterGracePeriod.
Thisprogramclosesaspecialpricingrequestafterthegraceperiodhaspassed,disablestheSubmitClaimbuttononaspecialpricingrequest,andreconcilesliabilities.
Itcanbescheduledtorunperiodically.
TheresponsibilityisOracleTradeManagementAdministrator.
SummaryofConcurrentProgramsC-19GlossaryAssignmentWhenanopportunityismatchedtopartners.
AssignmentRoutingProcessthatroutesanopportunityassignmenttopartners.
AttributeOraclePartnerManagementprovidesaflexibleprofilingframeworktocaptureandtracktheattributesofapartner.
Theprofilingframeworksupportsfixedattributes,informationenteredbythepartnerorchannelmanager,andderivedattributes,informationcalculatedbasedonpartnerdataandtransactions.
Theprofilingframeworkprovidesacentralrepositorytocaptureandtrackallpartnerrelatedinformation.
Channelmanagerscanusethisinformationtodifferentiatepartnersandprovidebetterservices,suchassoftfunds,incentives,andopportunities.
BenefitOraclePartnerManagementextendsbenefitstopartnersbasedontheirprogramparticipation.
CampaignAmarketingeffortcomprisinganynumberofdifferenttechniquesforreachingCustomersorProspects.
ChannelAdministratorTheyhaveaccesstoadministrativesetupstodefineprofileattributes,programbenefitssuchasreferralanddealregistrationinitiativesaswellassetups,notificationsandpartnerusersaccounts.
ChannelManagerTheyowntherelationshipbetweenthevendorandthepartnerandbearresponsibilityformanaginganddistributinginformationtopartners.
Theyworkwiththepartner,assignandmaintainopportunities,approveassignments,approvesubmittedreferrals,specialpricingrequests,fundrequests,anddeals.
Dependinguponbusinessrules,theymayapproveorrejectopportunitiesbeingassignedtopartners.
Theycanmaintainopportunitiesdependinguponaccessandbusinessrules.
ChannelManagerDashboardThechannelmanagerdashboardprovidesyouaneasytouse,configurableuserinterfacetohelpyouwithyourdaytodayresponsibilities.
Itprovidesyouwitha360degreeviewofyourpartnersandactivities,therebyenablingyoutomakeinformeddecisions.
Glossary-1ChannelManagerTimeoutThisisthedatebywhichallchannelmanagersmustapproveordenytheopportunityassignment.
CustomerApurchaserofproductsorservices.
CompensationIfapartner'sreferralresultsinordersinthesystem,theyhavetobecompensatedforthesame.
Thecompensationratesvaryfrominitiativetoinitiativeandbyproduct.
Onceapartneriscompensated,thereferralisclosed.
ConcurrentManagerTheconcurrentmanagerisaprocessmanagerthatcoordinatesprocessesgeneratedbyusers'requeststorunvariousdata-intensiveprograms.
AnOracleapplicationsproductgroupcanhaveseveralconcurrentmanagers.
DealRegistrationWhenapartnerresellsyourproducts,thereisoftenaconflictbetweenyourdirectsalesforceandyourpartnernetwork.
DealRegistrationenablespartnerstosubmitopportunitiesandreceiveyourcommitmentnottocompetedirectlyandsupportthepartneronthedeal.
DistributorAbusinessthatbuys,warehouses,ships,invoicesandresells;apartythatactsasanintermediaryinorderandinventorymanagement.
DQMDataQualityManagement(DQM)isatoolthatisusedtocheckforpotentialduplicatecustomers,contacts,addressand/orcontactpointsforagivencustomer,contact,addressoracontact.
ThesystemfindspotentialduplicatesusingrulesdefinedwithinDQM.
EnrollmentEnrollmentsenablesyoutoadministerandexpeditetheregistrationofpartnersintoOraclePartnerManagementbyenrollingthemintoprograms.
ExistingInventoryWhenapartnerhasalreadyboughttheproductandwantsadiscountforpastpurchases.
ExpenseBreakdownThisisthebreakdownofexpensesforthemarketingactivity.
ThelineitemsappearingwithintheExpenseBreakdownarebasedontheActivityyouselected.
FormsFormsarealogicalcollectionoffields,regions,andgraphicalcomponentsthatappearsonasinglewindow.
OracleFormsresemblepaperformsusedtorunabusiness.
Youenterdatabytypinginformationintheform.
FormsServerAFormsserverisatypeofapplicationserverthathoststheFormsserverengine.
Itmediatesbetweenthedesktopclientandthedatabase,providinginputwindowsforGlossary-2theForms-basedproductsonthedesktopclientandcreatingorchangingdatabaserecordsbasedonuseractions.
FrameworkAframeworkisacollectionofcollaboratingclasses.
Theinteractionframeworkdictatesthearchitecture.
Itdefinestheoverallstructure,itspartitioningintoclassesandobjects,thekeyresponsibilities,howtheclassesandobjectscollaborate,andthethreadofcontrol.
FundRequestTherequestapartnersubmits(oravendoronbehalfofapartner)inordertorequestsoftfunddollarsfromyou.
FundRequestClaimAfterafundrequestisapprovedandthepartnerhasexecutedtheplannedmarketingactivity,theycansubmitaclaimtoredeemmoneyfromyou.
HyperlinkAlinktoanotherpage.
IndirectManagedPartner/IMPSmallerpartnerorganizationsthatdealwithVADstopurchaseandresellspecificvendoritems.
Theydonothaveadirectrelationshipwithyou.
JointSellingInthisroutingoption,thechannelmanageroffersanopportunitytomultiplepartners.
Multiplepartnerscanaccepttheopportunityandworktogetheronit.
JointAssignmentThisroutingoptionsupportscollaborativeselling.
Theopportunityisofferedtomultiplepartnersforfulfillment.
Thepartnerscometogetherandbringtheirexpertisetowinthedeal.
ManagedPartnerAnorganizationorpersonwhohasastrategicagreementwithyoutoconductcertaintransactionsandismanageddirectlybyyou.
ManufacturerAbusinessorpersonthatproducesoneormoreproducts.
(alsoknownasvendor)MarketingActivity(PartnerFund)Thisisthemarketingactivityforwhichfundingisbeingrequested.
MembershipLevelParticularlevelsofparticipationwithinapartnerprogram.
Membershiplevelsexistwithinapartnerprogramandcanofferpartnersspecialincentivesandbenefits.
Multiple-ParallelInthisroutingoption,youcanalsobroadcasttheopportunitytomultiplepartnersforreviewatthesametime.
However,onlythepartnerwhoacceptsitfirst,willwinGlossary-3theopportunity.
Ifyouwanttodomultiplematching,youneedtoselectatleasttwopartnersfromthepartnerLOVwindow.
MultipleSerialThisisavariationofthesingleroutingoptionandyoucancreateanorderedlistofpartners.
Theopportunitywillbeofferedtothefirstpartnerforreview.
Ifthepartneracceptsit,theassignmentissuccessful.
Ifthepartnerdeclinesit,itisofferedtothesecondpartnerinthelistforreview.
YouneedtoselectatleasttwopartnersfromthepartnerLOVwindow.
NewInventoryWhenapartnerrequestsaspecialpriceforanewpurchaseandyouapproveit,thepartnercanclosethesaletotheend-customeratadiscountedrate.
NoteStatusTherearethreestatusesavailablefornotes:Public:Othervendoruserscanseecomments.
Publish:Partnerusersandothervendoruserscanseecomments.
Private:Onlyyoucanseecomments.
NoteTypeTheseareorganization-definedtypestousedtocategorizenotes.
OfferOffersaregeneratedinthebackgroundwhenapprovingaspecialpricingrequesttotrackthespecialpricingdiscountthathasbeenapproved.
Therearethreetypesofoffers:AccrualOffer-Thediscountedamountwillbeaccruedandthepartnerwillbepaidlater.
Off-InvoiceOffer-Thediscountedamountwillbepaidtothepartnerofftheinvoice.
ScanDataOffer-Ifthespecialpricingrequestisbeingfulfilledfromexistinginventory,thesystemwillgenerateaScanDataoffer.
OpportunityAqualifiedsalesopportunitywiththepotentialtobringinrevenue.
Anopportunityhasalifespananditeventuallycloseseitherbecauseitturnsintoasale,islosttoacompetitor,orisabadopportunity.
Anopportunityisassignedtooneormoreterritoriesbasedonavarietyofcriteriaandcanbeworkedonbyasinglesalesrepresentative,byateamofemployees,orbyasalespartner.
PartnerPartnersarepeopleororganizationswithwhomyoucanhaveabusinessrelationship.
Everypartnerorganizationisadistinctlegalentitywithitsownchallenges,marketpressures,customerpressures,andintellectualcapital.
PartnerAdministratorThepartneradministratoristheprimarycontactoftheorganizationandisresponsibleforadministeringallopportunitiesassignedtothepartner.
Glossary-4PartnerContactTheprimarycontactforapartner,(theroleresponsibleforadministeringallopportunitiesassignedtothepartner)receivese-mailnotificationsandacceptsordeclinesopportunitiesonbehalfofthepartner.
PartnerDashboardThepartnerdashboardenablespartnerstoenrollintoprograms,managememberships,viewandmanagecompanyprofile,manageusers,viewproductcatalog,placeorders,vieworderstatus,submitreferrals,registerdeals,requestsoftfunds,requestdiscounts,acceptopportunities,andworkonassignedopportunities.
PartnerFundPartnerfundsenableyoutobettermanageanddistributechannelmarketingfundstoyourchannelpartners.
Youcanprovidefundsforaspecifictimeperiodandbaseitonfiscalperiodsofyourorganization.
PartnerFundsLiabilityTheliabilityistheamountofmoneythatyouhavecommittedtopayouttoyourchannelpartnersformarketingactivitiesbuthavenotyetpaidout.
PartnerListOraclePartnerManagementintegrateswithOracleMarketingtoenableyoutogeneratepartnerlists.
Theselistscanthenbeusedtorunmarketingcampaignsforpartners.
Basedonprofileattributes,youcancreatealistandsaveyoursearch.
Basedonthesearchcriteria,partnerswillbedisplayedandthiscanbecreatedasalist.
PartnerTimeoutPeriodPartnertimeoutisbasedonapartner'scountry;itisthetimeperiodduringwhichapartnerwhohasbeenofferedanopportunityisexpectedtorespond(accept/rejecttheopportunity)beforethenextactioncanoccur.
Thesetimeframesareuser-definedandsupportedbyOracleWorkflowthroughautomatice-mails,notifications,androutingstatuschanges.
PartnerTypeAtypeofpartnershipwithspecifiedtermsandconditions,thatisValue-AddedDistributor(VAD),Value-AddedReseller(VAR),SystemIntegrator(SI),IndependentSoftwareProvider(ISP),Supplier,Manufacturer,andsoon.
PartnerUserTheycanusethetransactionalsystemandrequestforaspecialprice,requestforfunds,submitreferrals,andregisterdeals.
Theycanalsorequestforanaccountviaself-serviceandtheserequestswillberoutedtopartneradministratorsforapproval.
Theycanmanageauser'sprofile,preferences,viewtheircompanyprofile,manageobjectsthattheyhaveaccesstoandcanalsopurchasethingsfromthestore.
PersonalizeAfunctionthatallowsausertocustomizemanydifferentpagestoaccommodatespecificneeds.
ProgramProgramsareusedtosegmentpartnersandprovidedifferentbenefitstopartners.
Glossary-5ProgramBenefitProgramsareusedtosegmentpartnersandprovidedifferentbenefitstopartners.
Partnersenrolledinprogramscanenjoyspecialbenefitslikeleads,opportunities,marketingdevelopmentfunds,referrals,deals,andspecialpricing.
ProspectProspectivecustomerswhohavenotpreviouslypurchasedproductsorservices.
RecordAcollectionofrelatedFields.
Allofthefieldsinarecordcontaindatarelatingtoasingleitem.
ReferralPartnerscansubmitreferralsandreceiveacommissionforreferringthebusiness.
Partnerscanreferbusinessopportunitiesthattheycannotfulfilldirectly.
Forexample,thecustomerisinterestedinaproductthattheresellerdoesnotresale.
Thepartnercanthensubmitareferralandreceiveapercentageoftherevenuegenerated.
ResellerAbusinessthatbuysgoodsfromamanufacturerandresellsthemtocustomersunchanged.
SimilarSpecialPricingRequestSpecialpricingprovidesapprovalwithadecisionsupporttooltocomparesimilarrequestsandlinksimilarrequests.
ThismechanismensureslegalcompliancewithU.
S.
pricinglaws.
Itessentiallyenablesyoutoensuresimilarpricing.
Regardlessofyourgeography,itenablesyoutoensurethesameorsimilarpricingforallspecialpricingrequestsforaparticularend-customerdeal.
SpecialPricingSpecialPricingenablesyoutoautomateandstreamlinethespecialpricingprocessinwhichyourpartnersrequestdiscountsonsalesdeals.
Youcanrespondquicklyandintelligentlytoyourpartners'requestsforspecial,discountedpricing,thusclosingmoresalesandincreasingpartnerloyalty.
SpecialPricingClaimWhenaspecialpricingrequestisapproved,partnerscanclosethesaleatthediscountedpriceandsubmitaclaimtocollectpayment.
SpecialPricingRequestAspecialpricingrequestenablespartnerstorequestdiscountedpricingfromyou.
Theycanrequestdiscountsoncompetitivesalesdeals,specificend-customerdeals,andoninventorythattheyhavenotbeenabletomove.
SpecialPricingRequestTypeTherequesttypesare:MeetCompetitorPrice:Whenapartnerwantstomatchacompetitor'sprice,theycanaskyoutoreducethepricetocompleteasale.
BidRequest:Whenapartnerwantstowinadealforaspecificend-customer.
Glossary-6BlanketRequest:Whenapartnerhasinventoryinhiswarehouseandhasnotbeenabletomoveit,theycanaskforadiscounttomovetheunsoldinventory.
SpecialPricingLiabilityTheliabilityistheamountofmoneythatyouhavecommittedtopayouttoyourchannelpartnersfordiscountsbuthavenotyetpaidout.
StatusStatusesareassignedtovariousmarketingobjectstoletusersandthesystemknowthestateoftheobject.
Changesinstatusmaybeaffectedbytheuserormaybeaffectedbythesystem,particularlythosestatuschangesrequiringapproval.
StructuredQueryLanguage(SQL)SometimespronouncedSequel,StructuredQueryLanguageisastandardforquerying,oraskingquestionsof,adatabase.
SingleAssignmentInthisroutingoption,theopportunityisroutedonlytoonepartner.
SummaryPageSummarypages,whicharealistofmarketingobjects,appearundermanytabsandhorizontalnavigationlinks.
Toviewamarketingobject'sdetails,clicktheobject'sname.
TabMaindivisionswithintheuserinterfaceofOraclePartners.
TAPTerritoryAssignmentProgram.
ThisisaCRMcommonmodulethatenablesbusinessestoallocateresourcesbasedonterritorydefinitions.
TCAorTradingCommunityArchitectureOracle'ssinglecustomerdatabasearchitectureforalltypesofcustomers.
VendorAbusinessentitythatisengagedintheactivityofsellingproductsand/orprovidingservicestothemarketplace.
WorkflowOracleWorkflowautomatesandcontinuouslyimprovesbusinessprocesses,routinginformationofanytypeaccordingtobusinessrulesyoucanchange.
OracleWorkflowmanagesbusinessprocessesaccordingtorulesthatyoudefine.
Therules,whichwecallaworkflowprocessdefinition,includetheactivitiesthatoccurintheprocessandtherelationshipbetweenthoseactivities.
Anactivityinaprocessdefinitioncanbeanautomatedfunctiondefinedby:aPL/SQLstoredprocedureoranexternalfunctionanotificationtoauserorrolethattheymayrequestaresponseabusinesseventasubflowthatitselfismadeupofmanyactivities.
Glossary-7WorkflowAttributesWorkflowattributescontrolthebehavioroftheworkflow.
WorkflowMonitorTheworkflowmonitorisaJavabasedtoolusedforadministeringandviewingworkflowprocess.
Glossary-8IndexAaccrualbudget,14-4accrualoffer,13-4approvalmanagementdealregistration,12-3partnerfunds,14-8referrals,11-5specialpricing,13-7approvalrulesandapproverssettingup,3-2attributesoverviewpage,5-11Bbenefitbenefit,11-7dealregistration,12-5partnerfunds,14-8partnerprograms,8-5specialpricing,13-6binsavailableprograms,6-5JSPtemplatemapping,6-6managemypartners,6-5marketingposting,6-5myopportunities,6-5partnergroup,6-6quicklinks,6-5storegroup,6-6upgradeprograms,6-5welcome,6-5budgetcreatingapprovalfor,14-6forfundrequests,14-4forreferrals,11-2forspecialpricing,13-2budgetcategorycreating,14-3Cchannelmanagerdashboard,7-1overview,7-1security,7-1channeltypessettingup,10-9claimspartnerfunds,14-5referralmanagement,11-3specialpricing,13-4contractssettingup,8-7custompartnerattributescreating,5-20derivedattributes,5-23Dde-duplicationsettingup,3-10dealregistration,12-1approvals,12-3benefitsetup,12-5notes,12-5notifications,12-3productcategories,12-2profileattributes,12-2territories,12-4usersandsecurity,12-7defaultbusinessuserrole,6-11defaultpartneruserresponsibility,6-11derivedpartnerprofileattributecreating,5-23distributors,6-16DQMsettingupmatchingrules,3-10Eenrollmentcreatingpages,6-16enrollments,9-1security,9-4Ffixedbudgetcreating,14-4Ggroupperformanceattributes,5-3Index-1Iintegrations,2-5OracleAdvancedPricing,2-6OracleApprovalsManagement,2-6OracleContentManager,2-7OracleContracts,2-7OracleDataQualityManagement,2-7OracleiPayment,2-8OracleiStore,2-8OracleMarketing,2-8OracleOrderManagement,2-9OracleQuoting,2-9OracleSales,2-9OracleTradeManagement,2-10OracleWorkflowBuilder,2-11Kkeymetricsbin,5-3settingup,7-2Llayouttemplate,6-2librarycreatinglinkto,6-18lockingrules,8-6Mmandatorydependenciesandintegrations,2-1mandatoryrules,8-6manualmatching,10-3settingup,10-8marketingactivitycreating,14-3performanceobjectivesfor,14-7matchingopportunities,10-2mediaitemcreating,14-2Nnotesdealregistration,12-5partnerfunds,14-9referralmanagement,11-7settingup,3-13specialpricing,13-9notificationsdealregistration,12-3opportunitymanagement,10-9referralmanagement,11-5settingup,3-8specialpricing,13-7Ooffinvoiceoffer,13-4offersaccrual,13-4offinvoice,13-4partnerfunds,14-5scandata,13-4settingup,11-3opportunitymanagementcreatingamatchingrule,10-4events,10-10manualmatching,10-3matchingandrouting,10-2notifications,10-9settingupchanneltypes,10-9settinguptimeouts,10-8usersandsecurity,10-11opportunityroutingtypesjoint,10-3multipleparallel,10-3serial,10-3OracleiStorepermissions,6-13OraclePartnerManagementkeyfeatures,1-1OracleSalesintegratingwithOraclePartnerManagement,16-1overviewchannelmanagerdashboard,7-1enrollments,9-1OracleE-businessSuiteprerequisitesetup,2-1OraclePartnerManagement,1-1partnerdashboard,6-1profileattributes,5-1settingupprofileattributes,5-1Ppartneranduserregistration,6-9partnerattributesgroupperformanceattributes,5-3overviewpage,5-11partnertrendattributes,5-2performanceattributes,5-2seededattributes,5-2partnerdashboard,6-1bins,6-4creatingdashboardwebpages,6-7creatingenrollmentpages,6-16creatingsite,6-9layouttemplate,6-2libraryaccess,6-18settingup,6-2userregistration,6-9partnerfundsapprovals,14-8benefit,14-8budgetapprovalprocess,14-6Index-2claims,14-5creatingabudget,14-4creatingabudgetcategory,14-3creatingamarketingactivity,14-3creatingamediaitem,14-2geography,14-7notes,14-9notifications,14-8offers,14-5overviewofbudgets,14-2returnanddeclineoptions,14-7settingperformanceobjectives,14-7trackingfinancialliability,14-2tradeprofiles,14-6userssecurity,14-10partnergroupperformanceattributes,5-3partnerlocator,15-1partnerperformanceattributes,5-2partnerprofileattributescategories,5-16changehistory,5-20customattributes,5-20displaystyles,5-16forreferrals,11-3internallistofvalues,5-16refreshfrequency,5-16snapshot,5-20partnerprogramenrollmentscreatingpages,6-16partnerprogramsaddingtoOracleInventory,8-3benefits,8-5defininglockingrules,8-6definingmandatoryrules,8-6mappingresponsibilities,8-9paymentoptions,8-5programtypes,8-2settingup,8-1settingupcontracts,8-7settingupoverviews,8-8specifyingpricelists,8-4partnersuperuserresponsibility,6-11partnertrendattributes,5-2partnerusertypesenabling,6-10partneruserscreating,6-9permissions,6-12responsibilities,6-11roles,6-11VADuser,6-16paymentoptionsdefiningforpartnerprograms,8-5performanceobjectivessettingformarketingactivities,14-7permissionspartner,6-12vendorusers,7-3prerequisitesapplicationobjectlibrary,2-4OracleGeneralLedger,2-4OracleInventory,2-4OracleProductLifecycleManagement,2-5OracleReceivables,2-5organizationalstructure,2-1pricelistsdefiningforpartnerprograms,8-4primarybusinessuserrole,6-11productcatalogsettingup,2-5productcategoriesdealregistration,12-2producthierarchysettingup,2-5profileattributes,5-1attributecategories,5-16settingupcustomattributes,5-20programmanagementsettingup,8-1programtypesdefining,8-2PV_PARTNER_BUSINESS_USERrole,6-12PV_PARTNER_PRIMARY_USERrole,6-12Rreferralmanagement,11-1approvals,11-5budgets,11-2claims,11-3creatingareferralbenefit,11-7notes,11-7notifications,11-5offers,11-3productcategories,11-4profileattributes,11-3territories,11-6usersandsecurity,11-10refreshfrequency,5-16responsibilitiesassigningtopartnerusers,8-9defaultpartneruser,6-11mappingtoprograms,8-9partner,6-11partnersuperuser,6-11specialpricing,13-6rolesdefaultbusinessuser,6-11partner,6-11primarybusinessuser,6-11PV_PARTNER_BUSINESS_USER,6-12PV_PARTNER_PRIMARY_USER,6-12vendorusers,7-3routingopportunities,10-2Index-3Ssalesperformancegraphssettingup,7-2scandataoffer,13-4seededattributes,5-2settingupApplicationObjectLibrary,2-4approvals,3-2budgets,11-2channeltypes,10-9claims,11-3CRMTechnologyFoundation,2-2customattributes,5-20DQM,3-10enrollmentapprovers,9-4graphsinthechannelmanagerdashboard,7-9keymetricsbin,7-2linktolibrary,6-18manualmatchingoptions,10-8matchingrules,3-10notes,3-13offers,11-3opportunitynotifications,10-9OracleiPaymentServer,9-3OracleOrderManagement,9-2organizationalstructure,2-1partnerfundbenefits,14-8partnermatchingrules,10-4partnerprograms,8-1partnerusers,6-9productcategoriesforreferrals,11-4producthierarchy,2-5salesperformancegraphs,7-2TaxRules,9-4territories,3-6timeouts,10-8workflownotifications,3-8specialpricing,13-1approvals,13-7benefit,13-6budget,13-2claims,13-4creatingresponsibilities,13-6identifyingabudget,13-3liabilitycalculation,13-2notes,13-9notifications,13-7productsecurity,13-5tradeprofile,13-5usersecurity,13-9Tterritoriesdealregistration,12-4referrals,11-6settingup,3-6timeoutssettingup,10-8Uuserscreatingpartner,6-9enablingpartnertypes,6-10partnerpermissions,6-12partnerresponsibilities,6-11partnerroles,6-11VADuser,6-16Vvendoruserspermissions,7-3roles,7-3Wworkfloweventsubscriptions,7-10workflownotificationsdealregistration,12-3referrals,11-5settingup,3-8specialpricing,13-7Index-4Index-5