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Accreditation Fields

Use the Accreditation Edit page to add an accreditation or update details for an existing accreditation. The Accreditation Edit page shows the complete set of fields for an accreditation.

TIP: You can also edit accreditations on the Accreditation List page and the Accreditation 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. Administrators can even add additional fields to be part of an accreditation.

The following table provides additional information regarding some fields.

Field

Description

Key Information Section

Name

The name of the accreditation. This field is case sensitive, so be sure you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on to ensure you avoid creating duplicate accreditations. This field is required.

Type

The accreditation type that you want to use for this accreditation.

Status

The status of the accreditation, such as Planned or Available. Your administrator can modify the possible values for the status field, so you may see a set of values different from those mentioned here. This is a mandatory field.

Available From

The date from which the accreditation is available. This field, if specified, determines whether or not this accreditation is displayed on the Recently Introduced Accreditation list on the Accreditation homepage.

Accreditation ID

An internal identifier for the accreditation. Typically unique, but Oracle CRM On Demand does not enforce uniqueness.

Primary Product Category

The name of the primary product category that the partner company will be certified for upon successfully achieving the accreditation. Use this field only if the accreditation is focused on a single product category. If the accreditation is equally appropriate for several product categories, leave this field blank and use the Accreditation Product Categories related item section instead.

Primary Product

The name of the primary product that the partner company will be certified for upon successfully achieving the accreditation. Use this field only if the accreditation is focused on a single product. If the accreditation is equally appropriate for several products, leave this field blank and use the Accreditation Products related item section instead.

Available Till

The date after which the accreditation will no longer be available. This field, if specified, decides whether or not this accreditation is displayed on the Retiring Accreditations list on the Accreditation homepage.

Accreditation Details Section

Validity (Months)

The length of time, in months, that the accreditation is valid after it has been awarded to a partner company.

Renewable

Indicates whether or not you can renew the accreditation awarded to a partner company.

Website

URL to a page that contains additional information about the accreditation. The Web site field is useful if the accreditation information is stored and maintained in some application other than Oracle CRM On Demand.

Currency

The currency used for the fee.

Accreditation Fee

The fee charged for awarding the accreditation.

Payment Options

The methods by which you can pay for the accreditation, such as a credit card or check. This is a single-value field. Multiple payment options may be allowed, for example, “Check or Credit”, “Cash or Credit”, and so on.

Contact Information Section

Contact

Select the main point of contact for the accreditation. Use this field only if the point of contact already exists as a contact in Oracle CRM On Demand.

Contact: First Name

The first name of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

Contact: Last Name

The last name of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

Contact: Account

The account name of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

Contact: Email

The email address of the contact selected in the Contact field. This field is automatically populated based on what you select in the Contact field.

First Name

The first name of the point-of-contact for the accreditation. Use this field only if the point-of-contact is not already defined in Oracle CRM On Demand.

Last Name

The last name of the point-of-contact for the accreditation. Use this field ONLY if the point-of-contact is not already defined in Oracle CRM On Demand.

Company

The company name of the point-of-contact for the accreditation. Use this field ONLY if the point-of-contact is not already defined in Oracle CRM On Demand.

Email

The email address of the point-of-contact for the accreditation. Use this field ONLY if the point-of-contact is not already defined in Oracle CRM On Demand.

Phone

The phone number of the point-of-contact for the accreditation. Use this field ONLY if the point-of-contact is not already defined in Oracle CRM On Demand.

Additional Information

Owner

The owner of the accreditation 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

Additional information about the accreditation record. This field has a limit of 2,000 characters.


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