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Partner Fields

Use the Partner Edit page to add a partner or update details for an existing partner. The Partner Edit page shows the complete set of fields for a partner.

TIP: You can also edit partners on the Partner List page and the Partner 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 fields.

Field

Description

Key Partner Information

Partner Name

The name of the partner. To avoid duplicate records, make sure that you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on.

Primary Partner Type

Select the partner type you want to use as the primary one for this partner account.

Location

The type of facility operated by the partner at this site, such as Headquarters.

Partner Organization Status

Indicates whether the partner account is active or inactive.

Parent Account

The name of the company that the partner is a subsidiary of.

Main Phone #

The primary phone number used to reach the partner.

Main Fax #

The primary fax number for the partner.

Web Site

URL address for the partner.

Price List

The price list to which the partner account is associated. Typically this price list is the one that stores the partner's purchase cost.

Additional Information

Billing and Shipping Addresses

Selecting a country determines the labels for the remaining address fields, according to that country's address convention. The screen might refresh to display the field names.

NOTE: If shared addresses are set up for your company, the billing and shipping addresses are read-only, and the address fields change to meet the requirements for shared addresses. For more information on shared addresses, see Addresses.

Owner

The alias of the owner of the partner record.

Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access. To reassign ownership of a partner record, you must have the Read/Edit access level setting for the record.

The value in the Owner field affects which records are included in the reports that you or your managers run.

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.

Channel Account Manager

The channel account manager is responsible for maintaining the relationship between the partners and the brand owner company. Channel account managers serve as the primary contact for the partner.

Number of Active Users

This is a calculated field that determines the current number of active users in Oracle CRM On Demand for the partner.

Maximum Number of Users

The maximum number of users that a partner organization can have. A partner cannot have more users than the number defined in this field.

Remaining Number of Users Available

This is a calculated field that equals the difference between the Maximum Number of Users field and the Current Number of Active Users field. When the value of this field is 0 (zero), then you cannot add any more active users to Oracle CRM On Demand.

Description

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


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