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Oracle Partner Management Vendor User Guide
Release 12.1
Part Number E13588-04
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Oracle Partner Management Vendor User Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Partner Management

Oracle Partner Management Overview
Oracle Partner Management Key Features
Partner Dashboard
Channel Manager Dashboard
Partner Profiling
Programs and Enrollment
Opportunity Management
Referral Management
Deal Registration
Special Pricing Management
Partner Funds Management
Partner Locator
Users and Security

Oracle Partner Management Business User Flows

Invite New Partner to Partner Login to Partner Enrollment
      Invite New Partner Business Scenario
Partner List to Marketing Campaign to Click to Order
      Partner List to Marketing Campaign to Click to Order Business Scenario
Campaign-Generated Lead to Qualification to Automatic Partner Routing to Order
      Campaign-Generated Lead to Qualification to Automatic Partner Routing to Quote to Order Business Scenario
Deal Registration to Opportunity
      Deal Registration Business Scenario
Referral to Partner Compensation
      Referral Management Business Scenario
Special Pricing Request to Partner Claim
      Special Pricing Business Scenario
Fund Request to Partner Claim
      Fund Request to Claim Business Scenario

Channel Manager Dashboard

Overview
Vendor User Data Visibility
Customizing Key Performance Indicator Information
Customizing Shortcuts
Message Center

Working with Partners

Overview
Partner Marketing List Business Flow
      Search Partner
      Partner List
Searching for a Partner
Creating a Partner
Converting a Customer to a Partner
Creating a Partner List
Managing a Partner
      Performance Tab
      Trends Tab
      Transactions Tab
      Profile Tab
      Memberships Tab
      Managed Partners Tab
      Channel Team Tab
      Notes Tab
      Interactions Tab
Creating a Partner Contact
Users and Security

Program Management

Overview
Viewing, Creating, and Updating Partner Programs
      Creating Partner Programs
      Copying a Program
      Program Approvals
      Program Characteristics
      Pricing and Payments
      Inventory Items for Partner Programs
      Legal Terms
      Enrollment Questionnaire
      Program Summary
      Approval Checklist
      Upgrade Rules
      Notifications
Terminating, Upgrading, and Downgrading Partners
Inviting a Partner to Join a Program
      Invite New Partner
      Partner Login
      Partner Enrollment
Adding Team Members to Partner Programs

Partner Program Enrollments

Overview
Enrollment Requests
      Enrollment Request Process
      Enrollment Request Details
Approving Enrollment Requests

Opportunity Management

Overview
Business Flow
      Lead Import and Processing
      Opportunity Matching and Routing
      Offering Opportunities
      Partner Accepts Opportunity
      Partner Creates Quote
Opportunity Matching and Routing
      Automated Matching and Routing Methods
      Routing Types
      Manual Matching
Searching for Opportunities
Working with Opportunities - Oracle Sales Offline Integration
      Creating an Indirect Opportunity
      Assigning an Opportunity
      Adding Partners to the External Sales Team
      Approving an Opportunity Assignment
      Withdrawing an Opportunity Assignment
Working with Opportunities - Oracle Sales Integration
      Viewing, Creating, and Updating an Opportunity
      Assigning an Opportunity to a Partner
      Approving an Opportunity Assignment
      Creating a Quote
      Closing an Opportunity
      Viewing Opportunity History
      Withdrawing an Opportunity
Routing Statuses
Users and Security

Referral Management

Overview
Referral Management Business Flow
      Request Submission
      Request Approval
      Data Quality Management (DQM) Approval
      Lead/Opportunity Created
      Commission Calculation and Payment Processing
Searching for a Referral
Creating a Referral Request for a Partner
Managing Referrals
Approving a Referral
Returning a Referral Request for More Information
Reassigning or Declining a Referral
Using DQM Tools to Deduplicate Customer and Contact Data
Processing Compensation
Viewing the Referral Log
Referral Statuses
Users and Security

Deal Registration

Overview
Deal Registration Process
Deal Registration Request Information
Approving a Deal Registration Request
Reassigning or Declining a Deal Registration
Returning a Deal Registration Request
Creating a Deal Registration Request for a Partner
Managing Deal Registrations
Using DQM Tools to Deduplicate Customer and Contact Data
Deal Registration History and Statuses

Special Pricing Management

Overview
Special Pricing Business Flow
      Request Submission
      Request Approval
      Offers
      Relationships between Special Pricing Requests and Claims
      Special Pricing Liability
      Reassign Request
      Decline Request
      Claims Submission
      Claim Validation
Searching for a Special Pricing Request
Creating a Special Pricing Request for a Partner
Exporting Special Pricing Data
Approving, Declining, and Reassigning a Special Pricing Request
Using DQM Tools to Deduplicate Customer Data
Creating a Claim for a Partner
Submitting a POS file
Special Pricing Request Statuses
Claim Statuses
Users and Security

Partner Funds Management

Overview
Fund Request Business Flow
      Request Submission
      Request Approval
      Claims Submission
      Claims Validation
Searching for a Fund Request
Creating a Fund Request for a Partner
Exporting Partner Fund Data
Approving or Declining or Reassigning or Returning a Fund Request
Submitting a Claim for a Partner
Fund Request Statuses
Claim Statuses
Users and Security

Glossary

Index