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Partner Program Fields

Use the Partner Program Edit page to add a partner program or update details for an existing partner program. You can also use this page to create new partner program memberships. This page shows the complete set of fields for a partner program.

TIP: You can also edit partners on the Partner Program List page and the Partner Program Detail page. For more information, 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 also grant a partner access to these detail fields, so the partner can update the information.

The following table provides additional information regarding some fields.

Field

Description

Key Partner Program Information

Partner Program Name

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

Status

Indicates whether the partner program is Active, Inactive, or In Progress.

Begin Date

The date on which the partner program starts. This field displays the current date and time by default. You can use the calendar controls to change this date.

End Date

The date on which the partner program is scheduled to be completed. You can use the calendar controls to change this date.

Partner Type

Determines the type of partner (for example, reseller, solution partner, distributor, and so on) for which this partner program is created.

Program Type

Determines the type of program you are creating, for example, deal registration.

MDF Allowed

Allows MDF (market development funds). Market development funds are monetary funds given by a manufacturer's sales or marketing department to help a partner sell its products or to market the manufacturer's brand.

If you select MDF Allowed, any partner who is a member of this partner program is entitled to market development funds.

Special Pricing Allowed

Allows special pricing authorization. Special pricing authorization allows partners to request a special price for a product or group of products being sold. This price is usually requested so the partner can stay competitive or make a specific margin.

If you select Special Pricing Allowed, any partner who is a member of this partner program is entitled to special pricing.

Deal Registration Allowed

If you select Deal Registration Allowed, any partner who is a member of this partner program is entitled to deal registration.

Description

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

Additional Information

Owner Full Name

The owner of the partner program 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 program 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.


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