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Business Plan Fields

Use the Business Plan Edit page to add a business plan, or update details for an existing business plan. The Business Plan Edit page shows the complete set of fields for a business plan.

TIP: You can also edit business plans on the Business Plan List page and the Business Plan Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the Business Plan fields.

Field

Description

Key Plan Information

Plan Name

The name of the business plan. (Required.)

Period

Specifies the period during which to complete the business plan. A planning period follows your company’s fiscal calendar definition, as determined by your company administrator.

A period can correspond to a fiscal year, quarter, month, or week, for example, Fiscal Quarter 1 2010. The available periods listed are based upon your company’s defined fiscal calendar. For more information on defining fiscal calendars, see About Fiscal Calendars.

NOTE: You require the Manage Period Administration privilege to select a period.

Period: Start Date

The starting date of a period. Click the Calendar icon to select the start date.

Period: End Date

The ending date of a period. Click the Calendar icon to select the end date.

Type

The business plan type. Choose the applicable type of business plan from the drop-down list. Example plan types are: Account, Local, Regional, National, Market Segment, Engagement, or Brand. (Required.)

Status

The business plan status. Choose the current status of the business plan from the drop-down list. Examples of the plan status are: Draft, Submitted, Final Approved, Current, Expired, Future, On Hold. (Required.)

Owner

The owner of the business plan record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Description

The description of the business plan.

Product Name

The name of the product associated with this plan. Click the Lookup icon to choose a product.

Plan Revenue

The expected revenue associated with this plan.

Currency

The currency for any monetary amounts in this plan.

Exchange Date

The relevant date for converting any local revenue amounts to currencies used at headquarters.

Account

The account associated with this business plan. Click the Lookup icon to choose an account.

This field can be used in the case of a one-to-one relationship between the business plan and a specific account. If the business plan has more than one account associated with it, then use the intersection entity Plan Accounts to form the relationship.

NOTE: The Account field is not available by default. To add this field to the Business Plan Detail page, contact your company administrator.

SWOT Analysis

Strengths

Competitive strengths with respect to achieving this plan. (This field has a limit of 240 characters.)

Weakness

Competitive weaknesses with respect to achieving this plan. (This field has a limit of 240 characters.)

Opportunities

Potential business opportunities associated with this plan. (This field has a limit of 240 characters.)

Threats

Potential threats that might limit business opportunities associated with this plan. (This field has a limit of 240 characters.)

NOTE: The following fields are available with Oracle CRM On Demand Partner Relationship Management Edition and might not be available for your configuration. If these fields are not available, contact your administrator.

Owner Partner Account

The name of the Partner Account to which the owner of the business plan belongs.

Originating Partner Account

The name of the Partner Account that originated the business plan.

Principal Partner Account

The name of the Partner Account that is leading the effort on the business plan.

Related Topics

See the following topics for related information for business plans:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.