Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM >

Activating Workflows for Siebel PRM

In order to use Siebel PRM, you must activate the Registration and Commerce workflows. Siebel PRM also includes other workflows that you may want to activate.

For more information about activating workflows, see Siebel Business Process Framework: Workflow Guide.

Activating the Registration Workflows

You must activate the Registration workflows to let new partners register through the Siebel PRM Portal. For more information about partner registration, see Working with New Partners.

Activate the following User Registration workflows:

• User Registration Process
• User Registration SubProcess
• User Registration Initial Process
• User Registration Forgot Password Process

Activating the Commerce Workflows

Activate the Commerce workflows to enable partner commerce. For more information about partner commerce, see Managing Sales with Siebel PRM.

Activate the following commerce workflows:

• All workflows in which the Group field has the value eSales.
• The workflow named "eChannel - Cancel Order Process"
• The workflow named "eChannel Go to Current Quote View (eSales)"
• The workflow named "eChannel Shopping Cart Scenarios Workflow"

Activating the Opportunity Management Workflows

Siebel PRM includes the following workflows that provide email notification about the status of opportunities in order to facilitate the sales process. You may choose to activate these, depending on your business model.

Activate the following opportunity management workflows:

• Email Notification of Assigned Opportunity
• Email Notification of Pending Opportunity
• Email Notification of Inactive Opportunity
• Email Notification of Lost Opportunity
• Email Notification of Won Opportunity

For more information about these workflows, see the section about opportunity workflows in Siebel Applications Administration Guide.

Activating the Partner Program Workflows

Siebel PRM includes workflows used in partner programs. Activate the following workflows:

• PPR Auto Approval Workflow
• PPR Expire Membership
• PPR Send Approval Email
• PPR Set Partner Program Inactive
• PPR Agreement Association Process
• PPR Agreement Cancel Process
• PPR Can Apply To Partner Program Process
• PPR Can Renew Program Membership Process
• PPR Get Partner Program Applications Process
• PPR Get Partner Program Memberships Process
• PPR Get Partner Programs Process
• PPR Membership Activation Workflow
• PPR Program Product Creation Workflow
• PPR Submit Partner Program Membership Application Process

Activating Other Workflows

A number of additional workflows are included in the sample data. You can use them as examples or activate them in your implementation of Siebel PRM.

Activate the following workflows:

• Prospect Registration (eChannel). This workflow sends email to prospective partners after they register on the Unregistered Partner home page, confirming receipt of their application to be partners.
• Send Prospect Partner Application Status Email (eChannel). This workflow sends email to prospective partners when the brand owner acts on their applications, telling them they have been approved or rejected as partners.
• eChannel Partnership Tier Definition and eChannel Partnership Tier Definition Dummy Sub Process. These workflows determine the appropriate partnership tier, based on the prospective partner's application.
• eChannel CHAMP Update Metrics Workflow. This workflow automatically inserts the actual values for revenues generated, market development fund (MDF) spending, and training courses completed for objectives defined in a partner's CHAMP Business Plan.
• CHAMP Plan - Partner Alert and CHAMP Plan - Create Alert Message. This workflow automatically generates a partner alert for the appropriate partner when the alliance manager publishes the joint CHAMP Business Plan.