This appendix covers the following topics:
Lookups supply the content for many of the lists of values (LOV) in the Oracle Partner Management user interface. Most lookups are predefined (seeded in the application). You can use the seeded values without modification, or you can customize them to fit your business needs. Lookup values are easy to use, and help ensure that users enter valid data into Oracle Partner Management.
There are three ways that you can customize lookup values:
Add new values
Set a value's Enable flag to No, so that it no longer appears in a LOV
Use a value's start and end dates to control when it appears in a list
You use the Application Utilities Lookups window to add a new lookup type, add values to an existing lookup type, or prevent existing values from appearing in a lookup type. You must log out and log in again to see the effect of your changes.
Lookups are identified as either User, Extensible, or System Lookups. A lookup's type determines the modifications that you can make to it:
User: A user can both add and remove seeded items
Extensible: A user can add items, but can not remove seeded items
System: Users are unable to modify the content of the lookup
Use this procedure to define a new lookup type and lookup value.
None
Log in to Oracle Forms with the System Administrator responsibility.
Navigate to Application > Lookups.
Choose the access level for the lookup type.
Enter the lookup type.
Enter the user name of the lookup.
This is the name that users will see from within the application.
Select the application in which the lookup will be used.
Optionally, add a description of the lookup type.
To add lookup values specific to the security group/business group linked to your current responsibility, uncheck the Global Security Group check box. Existing lookup values are available to all business groups.
Enter the code, meaning, and, optionally, a description for each value. Leave the Tag column blank.
Enter start and end dates
If you do not enter a start date, the new lookup is valid immediately. If you do not enter an end date, the new lookup is valid indefinitely.
Save your work.
Use this procedure to add a new value to an existing Lookup.
None
Query the lookup type to which you want to add a value.
You cannot add values if the access level is System.
To add lookup values specific to the security group/business group linked to your current responsibility, uncheck the Global Security Group check box. Existing lookup values are available to all business groups.
Enter the code, meaning, and, optionally, a description for each value. Leave the Tag column blank.
Enter start and end dates
If you do not enter a start date, the new lookup is valid immediately. If you do not enter an end date, the new lookup is valid indefinitely.
Save your work.
To implement the channel manager dashboard, create or verify the lookup settings listed in the following table.
| Lookup Name | Type | Value | Description |
|---|---|---|---|
| PV_INTERACTION_OBJECT_TYPE | System | ENRQ GENERAL MEMBERSHIP OPPORTUNITY PVDEALRN PVREFFRL SOFT_FUND SPECIAL_PRICE |
Enrollment Request General Membership Opportunity Deal Registration Referral Partner Fund Request Special Pricing Request |
| PV_TRANSACTIONS | System | TRANS_CLAIMS TRANS_DEAL TRANS_FUND TRANS_OFFER TRANS_OPPTY TRANS_ORDERS TRANS_REF TRANS_SPR |
Claims Deal Registrations Fund Requests Offers Opportunities Orders Referrals Special Pricing Requests |
| PV_CMDASHBOARD_GRAPH | System | M Q |
Monthly Quarterly |
| PV_TREND_DATE_RANGE | System | B5YEAR L2YEAR LYEAR YTD |
Last Five Years Last Two Years Last Year Year to Date |
| PV_TREND_PERIOD_TYPE | System | MONTH QUARTER YEAR |
Month Quarter Year |
To implement deal registration, create or verify the lookup setting listed in the following table.
| Lookup Name | Type | Value | Description |
|---|---|---|---|
| PV_REFERRAL_DECLINE_REASON | User | CUST_DTLS_NOT_VERIFIED EXISTING_LEAD EXISTING_OPPTY MORE_INFO_REQUIRED |
Customer Details Not Verified Existing Lead Existing Opportunity More Information Required |
| PV_REFERRAL_RETURN_REASON | User | ADDNL_INFO_REQD OTHERS |
Additional Information Required Others |
To implement partner funds, create or verify the lookup settings listed in the following table.
| Lookup | Type | Value | Description |
|---|---|---|---|
| OZF_REQUEST_STATUS | System | DRAFT APPROVED CLOSED DECLINED VOID SUBMITTED_FOR_APPROVAL RETURNED |
Draft Approved Closed Declined Void Pending Approval Returned |
| OZF_REQUEST_CLASS | System | SOFT_FUND SPECIAL_PRICE |
Soft Fund Special Price |
| OZF_REQUEST_TYPE | System | SOFT_FUND | Soft Fund |
| OZF_SF_DECLINE_CODE | User | COLLATERAL DUPLICATE INVALID |
Collateral Did Not Meet Criteria Duplicate Request Invalid Request |
| OZF_SF_RETURN_CODE | User | COLLATERAL OTHER MISS_INFO |
Collateral Submission Requested Other Request Missing Information |
| OZF_PERFORMANCE_UOM | System | AMOUNT NUMBER |
Amount Number |
| OZF_FUND_SOURCE | System | SOFT_FUND FUND CAMP DELV EVEH EVEO OFFR EONE OPTN PTNR USER PRIC CSCH VEND |
Soft Fund Budget Campaign Deliverable Event Event Schedule Offer One Off Event Other Partner Partner Person Price List Schedule Vendor |
| OZF_PARTNER_PERFORMANCE | User | LEAD REVENUE |
Lead Revenue |
To implement the partner dashboard, create or verify the lookup setting listed in the following table.
| Lookup Name | Type | Value | Description |
|---|---|---|---|
| PV_USER_ROLES | User | BUSINESS PRIMARY ALL |
Business User Primary User All |
To implement partner profile attributes, create or verify the lookup setting listed in the following table.
| Lookup Name | Type | Value | Description |
|---|---|---|---|
| PV_ATTRIBUTE_CATEGORY_TYPE | User | GENERAL MARKETING PRM RESOURCE SALES |
General Marketing PRM Resource Sales |
| PV_ATTRIBUTE_STATUS | User | N Y |
Inactive Active |
| PV_PARTNER_TYPE_RANKING | User | END_USER OEM PROSPECT RESELLER VAD |
End user Orig. Equipt. Mfgr. Prospect Reseller Value Add Distrib. |
| PV_ATTR_RESP_MAPPING_ENTITIES | User | PARTNER_PROFILE PARTNER_PERFORMANCE PARTNER_CONTACT |
Partner Profile Partner Performance Partner Contact |
| PV_ATTRIB_RESP_MAP_STATUS | User | INACTIVE DRAFT ACTIVE |
Inactive Draft Active |
| PV_MIGRATION_RUN_MODE | User | EXECUTE EVALUATE |
Execute Evaluate |
| PV_MTCH_NUM_DT_OPER (Numeric and Date Operators Used in Partner Matching) |
User | GREATER_THAN_OR_EQUALS LESS_THAN_OR_EQUALS LESS_THAN EQUALS GREATER_THAN |
>= <= < = > |
| PV_MTCH_TEXT_OPER (Text Operators used in Partner Matching) |
User | EQUALS | = |
To implement partner programs, create or verify the lookup settings listed in the following table.
| Lookup | Type | Value | Description |
|---|---|---|---|
| PV_BENEFIT_TYPE | Extensible | PVDEALRN PVREFFRL OZFSFBEN OTHERS STORES |
Deal Registration Referrals Soft Funds Other benefit types Stores |
| PV_BENEFIT_STATUS | User | ACTIVE INACTIVE DRAFT FAILED_VALIDATION INACTIVE PENDING |
Active Inactive Draft Failed Validation Inactive Pending |
| PV_BENEFIT_ENTITY_STATUS | System | APPROVED AWAITING_FOR_PARTNER_ACCEPTANCE CLOSED_BY_VENDOR CLOSED_DEAD_LEAD CLOSED_FEE_PAID CLOSED_LOST_OPPTY COMP_CANCELLED DECLINED DRAFT EXPIRED EXTENDED_BY_VENDOR COMP_BEING_NEGOTIATED PAYMENT_BEING_PROCESSED PENDING_APPROVAL PENDING_CUSTOMER_REVIEW PROCESSING_COMPENSATION |
Approved Waiting for partner acceptance Closed by vendor Closed - dead lead Closed - fee paid Closed - lost opportunity Compensation cancelled Declined Draft Expired Extended by vendor Compensation being negotiated Payment being processed Pending approval Pending customer review Processing compensation |
| PV_BILL_ADDR_TYPE (Types of Billing Addresses) |
Site | BILL_TO_CONTACT BILL_TO_COMPANY |
My billing addresses Company's billing address |
| PV_INVITED_BY_TYPE | Site | VENDOR VAD |
Vendor Value Added Distributor |
| PV_MEMBERSHIP_FEE_REQ (Membership fee required) |
User | Y N |
Yes No |
| PV_MODE_TYPE | User | PAYMENT CONTRACT |
Payment Contract |
| PV_PROGRAM_BENEFITS | User | AOF FPD IBB IQW PH PN PWK RN |
Access to Online Forms Free Product Demo Invitations to Business Briefings Invitations to Quarterly Workshops Partner Helpdesk Partner Newsletter Partner Welcome Kit Regular Newflashes |
To implement referral management, create or verify the lookup setting listed in the following table.
| Lookup Name | Type | Value | Description |
|---|---|---|---|
| PV_REFFERRAL_DECLINE_REASON | User | CUST_DTLS_NOT_VERIFIED EXISTING_LEAD EXISTING_OPPTY MORE_INFO_REQUIRED |
Customer Details Not Verified Existing Lead Existing Opportunity More Information Required |
| PV_REFERRAL_RETURN_REASON | User | ADDNL_INFO_REQD OTHERS |
Additional Information Required Others |
To implement special pricing, create or verify the lookup settings listed in the following table.
| Lookup Type Code | Type | Value | Description |
|---|---|---|---|
| OZF_REQUEST_STATUS | System | DRAFT APPROVED CLOSED DECLINED SUBMITTED_FOR_APPROVAL |
Draft Approved Closed Declined Pending Approval |
| OZF_REQUEST_CLASS | System | SOFT_FUND SPECIAL_PRICE |
Soft Fund Special Price |
| OZF_REQUEST_TYPE | System | MEET_COMPETITOR BLANKET_REQUEST BID_REQUEST |
Meet Competitor Price Blanket Request Bid Request |
| OZF_SP_REQUEST_DECLINE_CODE | Extensible | CANNOT_MEET NEED_MORE_INFO |
Cannot Meet Discount Requested Need More Information |
| OZF_SP_REQUEST_DISTYPE | System | % AMT NEWPRICE |
Discount Percent Discount Amount New Price |
| OZF_SP_REQUEST_OUTCOME | Extensible | IN_PROGRESS LOST WON |
In Progress Lost Won |
| OZF_FUND_SOURCE | System | SPECIAL_PRICE FUND CAMP DELV EVEH EVEO OFFR EONE OPTN PTNR USER PRIC CSCH VEND |
Special Price Budget Campaign Deliverable Event Event Schedule Offer One Off Event Other Partner Partner Person Price List Schedule Vendor |
To implement opportunities, create or verify the lookup settings listed in the following table.
| Lookup Type Code | Type | Value | Description |
|---|---|---|---|
| PV_ASSIGNMENT_EVENT (Assignment History Event) |
User | OPPTY_WITHDRAW OPPTY_TAKEN OPPTY_RECYCLE ASSIGN_FAIL OPPTY_ASSIGN OPPTY_ACCEPT OPPTY_ABANDON ASSIGN_WITHDRAW ASSIGN_REJECT ASSIGN_ACCEPT OPPTY_DECLINE |
Opportunity Withdrawn Opportunity Taken Opportunity Recycled Assignment Failed Opportunity Assigned Opportunity Accepted Opportunity Abandoned Assignment Withdrawn Assignment Rejected Assignment Accepted Opportunity Declined |
| PV_CM_ASSIGN_RESP | User | CM_APP_FOR_PT . CM_APPROVED CM_REJECTED |
Approve Assignment and Accept for Partner Approve Assignment Reject Assignment |