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Submitting Deal Registrations for Approval

A deal registration is a request from a partner to the brand owner for exclusive rights to an opportunity. The request might or might not be granted by the brand owner. Most companies have well-defined processes to handle such requests for approval from partners. Typically, one or more employees of the brand owner evaluate the registration on a variety of criteria and decide whether to approve the request. In small companies, the employees who must approve a registration remain static; that is, the same set of approvers approve all deal registrations. However, in larger companies, the group of approvers who must approve a registration is dynamic and is based on a variety of factors, such as the deal size, partner, products, and so on.

Before you begin. Create the deal registration. For more information on creating deal registrations, see Creating Deal Registrations. Create a workflow rule that assigns an appropriate user as the approver of deal registrations. For more information on creating workflow rules, see Creating Workflow Rules.

To submit deal registrations for approval

  1. In the Submission Status field on the Deal Registrations Edit page, select Submitted.

    Changing the submission status to Submitted starts the approval process. Anyone who has update access to the deal registration can start the approval process.

  2. Click Save.

    After the Submission Status field has been changed to Submitted the following occurs:

    • The approval status is set to Pending Approval.
    • The submission date is automatically set to the current timestamp.
    • The routing of the registration begins. A workflow rule sets the Approver field of the deal registration to the appropriate user.
    • The approver is added to the team of the deal registration if the approver is not already present.
    • A workflow rule sends any email notifications if the workflow rule has been configured.

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