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Siebel CRM Partner Relationship Management Administration Guide
Siebel Innovation Pack 2016
E24800-01
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Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
What's New in This Release
What's New in Siebel Partner Relationship Management Administration Guide, Siebel Innovation Pack 2016
Additional Changes
What's New in Siebel Partner Relationship Management Administration Guide, Siebel Innovation Pack 2015
Additional Changes
2
About Siebel PRM
What Is Siebel PRM?
Siebel PRM Portal
Siebel PRM Portal Login Page
Siebel PRM Portal Screens
Siebel PRM Manager
Screens Shared by the Siebel PRM Manager and Other Siebel Business Applications
Screens That Are Specific to the Siebel PRM Manager
Supported Browsers
Siebel PRM Mobile Web Client
3
Setting Up Siebel PRM
Installing Siebel PRM
Activating Workflows for Siebel PRM
Activating the Registration Workflows
Activating the Commerce Workflows
Activating the Opportunity Management Workflows
Activating the Partner Program Workflows
Configuring Siebel PRM
Configuring Online Help
Personalizing Siebel PRM
Setting Up Siebel PRM Web Services
Setting Up Oracle Business Intelligence for Siebel PRM
Process of Setting Up Siebel PRM
Setting Up the Organization Structure for Siebel PRM
Defining Partner Responsibilities
Setting Up Access Groups and Categories for Siebel PRM
Creating Price Lists for Siebel PRM
Setting Up Automatic Routing of Information for Siebel PRM
Adding Partner Companies and Employees
Creating CHAMP Metrics
Configuring Visibility for Siebel PRM
About Visibility Enhancements in Siebel PRM
Configuring Visibility
Configuring Visibility of Pop-Up or Pick Applets in Siebel PRM
Configuring Visibility of Child Objects in Views
Allowing Users to Change the Primary on a Visibility Team
4
Setting Up Application Services Interfaces for Siebel PRM
About Application Services Interfaces and Siebel PRM
About Setting Up ASIs for Siebel PRM
Setting Up Opportunity Transfer for Siebel PRM
Setting Up Web Services for Opportunity Transfer
Assigning a Partner Port for Real-Time Opportunity Transfer
Additional Setup Tasks
Setting Up the Partner
Setting Up Shopping Cart Transfer for Siebel PRM
Setting Up Web Services for Shopping Cart Transfer
Assigning a Partner Port for Real-Time Shopping Cart Transfer
Change the PRM Portal Configuration File
Global Product Identifiers
Checking Setup of ATP
Additional ATP Setup Tasks
General Setup for ASIs for Siebel PRM
Activate Workflows
Assigning D-U-N-S Numbers
Opportunity Transfer Workflows
Workflows to Transfer an Opportunity
Workflows to Update an Opportunity
Workflows to Receive an Opportunity Update
Update of the Status Field by These Workflows
Opportunity Sharing Build Siebel Message
Opportunity Sharing External Create
Opportunity Sharing External Query
Opportunity Sharing External Update
Opportunity Sharing Inbound or Outbound
Opportunity Sharing Pick Partner
Opportunity Sharing Receive Create Response
Opportunity Sharing Receive Update Response
Opportunity Sharing Set Update Status
Opportunity Sharing Siebel Create
Opportunity Sharing Siebel Query
Opportunity Sharing Siebel Update
PRM ANI Inbound Create Account Process
PRM ANI Inbound Addressing Change Process
Shopping Cart Transfer Workflows
Workflows for Outbound Shopping Cart Transfer
Workflows for Inbound Shopping Cart Transfer
Transfer Cart Outbound Initial Workflow
Transfer Cart Outbound Request Process Workflow
Transfer Cart Outbound Create Header Process Workflow
Transfer Cart Outbound Create and Append Process Workflow
Transfer Cart Outbound Receive Acknowledgment Process Workflow
Transfer Cart Inbound Receive Process Workflow
Transfer Cart Inbound Create Cart Process Workflow
PRM ANI Inbound Create Account Process Workflow
Transfer Cart Inbound Create Contact Process Workflow
Transfer Cart Inbound Create Quote Process Workflow
PRM ANI Inbound Addressing Change Process Workflow
Business Services Used by Siebel PRM ASIs
Conventions for Hierarchy Paths
Methods of the PRM ANI Utility Services
Append Hierarchy Method
Create Empty Hierarchy Method
Generate Key Method
Get Child Type Method
Get Hierarchy Value Method
Get System Preference Method
Isolate Integration ID Method
Load Child Hierarchy Method
Parse Key Method
Query Business Component Method
Detach Hierarchy Method
Set Child Type Method
Set Hierarchy Value Method
5
Working with New Partners
About Partner Registration and Enrollment
The Siebel PRM Portal Home Page
Providing Information for Public Users of Siebel PRM
Setting Up a Partner Company Identifier
About Applying for User IDs
Registering for a User ID (Partner Employee)
Applying for Partnership (Partner Company)
Configuring the Individual Partner Homepage
Controlling Individual Partners' Access to Data
Assigning Master Data to Individual Partners
Controlling the Screens Visible to Individual Partners
Thanking Individual Partners for Registering
About Enrolling New Partner Companies
Process of Enrolling a New Partner Company
Displaying and Assessing Prospective Partner Companies
Adding a Partner Record by Qualifying a Partner Company
Registering the Partner Company
About Placing the Partner Company in the Organization Hierarchy
About Specifying the Partner Manager for a Partner Company
Registering the Partner Company
Assigning Responsibilities to the Partner Company
Assigning Positions to the Partner Company
Assigning Master Data to the Partner Company
Adding User Assignments at the Partner Company
Contacting the New Delegated Administrator
Adding Locations for the Partner Locator
Completing the Partner Profile
Entering the Partner's Competitors and Existing Partnerships
Entering the Partnership Profile
Giving Your Employees Access to the Partner in My Partners View
Other Ways of Adding Partner Records
Adding a New Partner Record Manually
Converting a Customer Account to a Partner
Delegated Administration for Partners
Delegated User Administration for Partners
Adding Positions
Adding Users
Giving Users Visibility to Different Organizations
Delegated Catalog Administration for Partners
Adding Items to Catalogs
Delegated Communication Administration for Partners
Setting Up Drivers and Parameters
Associating a Driver with Partner Employees
6
Working with Partner Programs
About Partner Programs
Process of Setting Up Partner Programs
Creating Partner Programs
Specifying Partner Program Approval Method
Associating Entitlements with Partner Programs
Setting Up Partner Program Applications
Adding Literature to Partner Programs
Setting Up Related Partner Programs
Setting Up Partner Program Tier Groups
Setting Up Partner Program Catalogs
Making Programs Visible to Partners
Eligibility Administration for Partner Programs
Creating a Partner Programs Eligibility List Manually
Creating a Partner Programs Eligibility List Using Oracle Business Intelligence Data Load
Creating a Refresh Schedule
Using Oracle Business Intelligence Data Load
Applying to Partner Programs (Partner)
Process of Reviewing Applications to Partner Programs
Accepting a Partner Program Application
Reviewing Application Inbox Information
Viewing Application Details
Viewing Application Attachments
Viewing Application Activities
Viewing the Application Audit Trail
Viewing Application MDF Programs
Viewing Program Membership History
Adding Program Entitlements to Partner Agreements
Approving a Partner Program Application
Rejecting a Partner Program Application
Notifying Partner of Application Approval by Email
Partner Program Administration
Updating Partner Program Membership Records
Performing Mass Updates of Partner Programs
Creating a Mass Update List Manually
Creating a Mass Update Using Oracle Business Intelligence Data Load
Executing a Mass Update List
Associating MDF Programs with Existing Partner Programs
Adding Agreements with Partner Program Members
Terminating a Partner Program Membership
Partner Program Membership Renewal
Partner Program Workflows
7
CHAMP Planning
About CHAMP Planning
Scenario for CHAMP Planning
Process of Using the Siebel PRM CHAMP Planning Module
Creating CHAMP Metrics
Viewing CHAMP Metrics
Adding New CHAMP Metrics
Creating Partnership Initiatives
Adding an Initiative
Adding Partners as Participants in an Initiative
Creating Partner Plans
About CHAMP Partner Plan Lists
Adding a Plan and Its Highlights
Adding Objectives to the Plan
About CHAMP Objectives Lists
Associating Opportunities with Each Revenue Objective
Adding an Action Plan and Resources for Each Objective
Adding Notes to the Plan
Approving the Plan Internally and Publishing It to the Partner
Approving the Plan Jointly with the Partner
Executing the CHAMP Plan
Evaluating Partner Performance
Reviewing Partner Performance
8
Sharing Data with Partners
About Transactional and Master Data
Sharing Transactional Data with Partners
Assigning Opportunities to a Partner
Viewing a Partner's Opportunities
Assigning Service Requests to a Partner
Viewing Partner Service Requests
Assigning Customer Accounts to a Partner
Assigning Contacts to a Partner
Assigning Activities to a Partner
Viewing a Partner's Quotes
Assigning an Order to a Partner Employee
Assigning Assets to Partners
Assigning Inventory to Partners
Sharing Files with Partners
Process of Sharing Master Data with Partners
Creating Categories and Access Groups
Adding Partner Companies to Access Groups
Adding Master Data to Categories
Assigning Price Lists to Partner Companies
9
Managing Sales with Siebel PRM
About Managing Sales with Siebel PRM
Examples for Partner-Led Sales
Example of Brand Owner Creating Opportunities and Assigning Them to Partners
Entering Opportunities (Brand Owner)
Assigning Opportunities to Partners (Brand Owner)
Working on the Opportunity (Partner)
Tracking the Opportunity (Brand Owner)
Example of Brand Owner Creating Opportunities and Transferring Them to Partners
Setting Up ASIs for Opportunity Transfer (Brand Owner)
Entering an Opportunity and Transferring It to a Partner (Brand Owner)
Working on the Opportunity (Partner)
Tracking the Opportunity (Brand Owner)
Example of Partners Creating and Working on Opportunities
Entering Opportunities (Partner)
Sharing Opportunities (Partner)
Tracking Opportunities (Partner)
Tracking Opportunities (Brand Owner)
Examples for Collaborative Selling
Example of Brand Owner Creating Opportunities and Brand Owner and Partner Working Together on Them
Entering the Opportunities (Brand Owner)
Assigning Opportunities to Brand Owner Sales Agents (Brand Owner)
Assigning Opportunities to Partners (Brand Owner)
Working Together on Opportunities (Brand Owner and Partner)
Example of Partner Creating Opportunities and Brand Owner and Partner Working Together on Them
Using Assignment Manager to Add Brand Owner Employees to the Sales Team (Brand Owner)
Entering Opportunities (Partner)
Working Together on Opportunities (Brand Owner and Partner)
Example of Partner Creating Opportunities and Assigning Them to Brand Owner
Entering the Opportunities (Partner)
Assigning Opportunities to Brand Owner Sales Agents (Brand Owner)
Notifying Sales Agents (Brand Owner)
Working On the Opportunities (Brand Owner)
Tracking opportunities (Brand Owner)
Example of a Customer Transferring a Shopping Cart From the Brand Owner's Web Site to a Partner
Setting Up a Web Site to Sell to Customers (Brand Owner)
Making a Purchase at the Brand Owner's Web Site (Customer)
Fulfilling the Order (Partner)
Opportunity Management Workflows
Examples for Forecasting Partner Revenue
Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue
Creating the Forecast Series
Creating the Forecast
Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization
Example of the Brand Owner Creating a Rollup Forecast of Annual Revenue for a Partner Organization
Setting Up the Reporting Hierarchy
Creating the Forecast Series
Creating the Forecast
Example of the Brand Owner Forecasting Revenue for All Partners that a Partner Manager Oversees
Creating the Forecast Series
Creating the Forecast
Examples of Partners Forecasting Their Revenue Without the Brand Owner Viewing Forecasts
Example of the Channel Manager Creating a Direct Partner Forecast Series
Example of Multiple Partner Employees Creating Rollup Forecasts
Using Presentations and Proposals
10
Managing Service Requests with Siebel PRM
About Managing Service Requests with Siebel PRM
About Managing Customer Service Requests with Siebel PRM
Examples for Partner-Led Customer Service
Example of the Partner Receiving Service Requests and Logging Them for Tracking Purposes
Logging Service Requests (Partner)
Assigning Service Requests (Partner)
Fulfilling Service Requests (Partner)
Tracking Service Requests (Partner)
Tracking Service Requests (Brand Owner)
Example of the Brand Owner Receiving Service Requests and Assigning Them to the Partner
Entering Service Requests (Brand Owner)
Assigning Service Requests to Partners (Brand Owner)
Working on Service Requests (Partner)
Tracking Service Requests (Brand Owner)
Examples for Collaborative Customer Service
Example of the Partner Logging Service Requests and Working on Them with the Brand Owner
Logging Service Requests (Partner)
Using Self-Service to Get Help (Partner)
Responding to the Partner's Self-Service Request (Brand Owner)
Example of the Partner Logging Service Requests and Transferring Them to the Brand Owner
Entering Service Requests (Partner)
Assigning Service Requests to Brand Owner Employees (Brand Owner)
Working on Service Requests (Brand Owner)
Tracking the Service Request (Brand Owner)
Examples of Field Service with Siebel PRM
Example of the Brand Owner and Partner Managing Inventory
Setting up an Inventory Location for the Partner (Brand Owner)
Transferring Products to the Inventory Location (Brand Owner)
Finding Needed Parts (Partner)
Monitoring Partner Inventory Level (Brand Owner)
Example of the Partner Responding to Service Requests for Assets
Assigning Assets to a Partner (Brand Owner)
Logging a Service Request Against the Asset (Partner)
Looking at the History of the Asset (Partner)
Monitoring a Partner's Service of Assets (Brand Owner)
About Managing Partners' Service Requests
Assigning Service Requests
Scenario Using Partner Self-Service
Solutions and SmartScripts with Siebel PRM
Scenario Using Solutions and SmartScripts to Help Partners
Making Solutions Available to Partners
Making Troubleshooting or Instruction SmartScripts Available to Partners
11
Managing Marketing Campaigns with Siebel PRM
About Managing Marketing Campaigns
Collaborative Marketing with Partners
Planning Collaborative Marketing Campaigns
Managing Collaborative Marketing Campaigns
About Marketing to Partners
Creating and Executing Campaigns for Marketing to Partners
Making Campaign Offers to Partners
Marketing by Your Partners
12
Managing Partner Commerce
About Partner Commerce
Setting Up Partners for Standard, Power, and Personal Commerce
About Standard Partner Commerce
Partners Shopping for Themselves
Partners Shopping for Customers
Shopping for Customers Using Standard Partner Commerce (partner)
Shopping for Customers Using Power Partner Commerce (partner)
Disabling Partner Commerce Workflows
Removing the PRM Portal Shopping Cart Toolbar
13
Partner-to-Partner Collaboration
About Partner Collaboration
Example of Partner Collaboration
Locating Other Partners and Sending Collaboration Requests (Initiating Partner)
Accepting the Collaboration Request (Invitee Partner)
Creating a Collaboration (Initiating Partner)
Adding Resources to the Collaboration (Initiating and Invitee Partner)
Sharing Opportunities (Initiating and Invitee Partner)
Monitoring Their Collaborations (Initiating and Invitee Partner)
Monitoring All Collaborations (Brand Owner)
About Siebel Projects
Example of Using Siebel Projects for Partner-To-Partner Collaboration
Creating a New Project (Initiating Partner)
Locating Other Partners and Adds Them to this Project (Initiating Partner)
Adding Their Employees to the Project (Initiating and Invitee Partners)
Working Together on the Project (Initiating and Invitee Partners)
Tracks the Partners' Work (Brand Owner)
14
Managing Design Programs
About Design Programs
About Design Program Users
Scenario for a Partner or Distributor Creating a Design Program
Scenario for a Vendor Creating a Design Program
Roadmap for Managing a Design Program
Process of Setting Up a Design Program
Configuring Design Opportunity Status
Defining Design Opportunity Approvers
Defining Design Registration Approvers
Creating a Design Program
Creating a Design Opportunity (Partner)
Creating a Design Registration (Partner)
Approving a Design Opportunity
Approving a Design Registration
15
Working with Special Pricing Authorization
About Special Pricing Authorization
Scenario for Initiating an SPA Request
Process of Setting Up Special Pricing Authorization
Setting Up the SPA Approval Flow
Activating HTIM SPA Workflows
Setting Up Price Lists
Assigning a Price List to a Partner
Process of Managing SPA Quotes and Claims
Submitting an SPA Quote
Reviewing and Approving SPA Quotes
Submitting an SPA Claim
Point-Of-Sale Reports and SPA Reports
Validating an SPA Claim
About SPA Workflows
HTIM SPA Quote Approval Workflow
HTIM SPA Validate Claim Items Workflow
16
Working with Deal Registrations
About Deal Registrations
Scenario for Registering a Deal
Setting Up the Deal Registration Approval Flow
Submitting a Deal Registration
Approving a Deal Registration
17
Using Market Development Funds
About Market Development Funds
Process of Working with a Market Development Fund
Making Market Development Funds Visible to Partners
Creating Market Development Funds
About Fund Design Lists
Creating a New Fund Record
Adding Partner Companies as Fund Participants
Adding Funding to the Market Development Fund
Setting Up Fund Approval Authorization
Authorizing Employees to Approve Fund Requests
Changing the Partner Manager Field
About Fund Request Lists
Initiating a Fund Request
Adding Attachments, Activities, and Activity Plans to MDF Requests
Adding Attachments to Fund Requests
Adding Activities to Fund Requests
Adding Activity Plans to Fund Requests
Viewing Fund Requests for a Partner Company
Viewing the Status of a Fund Request
Reviewing a Fund Request
Viewing a Fund's Checkbook
The Advanced MDF Option
Overview of Advanced MDF Option
Key Features of MDF Management
Scenario for MDF Management
Process of Setting Up MDF Programs
Creating MDF Snapshot Periods
Making Partners Eligible for MDF Participation
Enabling the HTIM MDF Period Ending Process Workflow
Setting Up MDF Approval Authority Limits
Creating an MDF Program and Program Account
Setting Up a Program Account's First Snapshot
Removing a Participant From an MDF Program
Adding a Credit to a Program Account
Overview of How Credits Affect the Monthly Snapshot
Creating a Preapproval
Reviewing a Preapproval
Creating a Claim
Reviewing a Claim
About MDF Debits
HTIM MDF Period Ending Process Workflow
18
Managing Your Partners
About Tracking Partner Information
Using the Partner and Partnership Profile
The Partner Profile
Entering the Partnership Profile
Entering Partner Management Activities
Entering Partner Management Activity Plans
Entering Partner Agreements
Adding Partner Company Attachments
Entering Partner Contacts
Entering Partnership Contacts
Adding Notes About a Partner Company
Creating a Partner Company Organization Chart
Uploading Partner Logos
Process of Certifying Your Partners
Creating Certification Metrics
Creating Certification Templates
Associating Certifications with a Partner Company
Recording Partners' Progress
Checking a Partner's Progress
Displaying Certified Partners
Displaying Certifications Across Partners
Configuring Autopopulation of Partner Certification Criteria
About Communicating with Your Partners
Administering Partner Satisfaction Surveys
Viewing the Results of Partner Satisfaction Surveys
Configuring Partner Satisfaction Surveys
19
Reporting on Partner Performance
About Partner Performance and Reporting
Using CHAMP Planning and Partner Performance Reports
Using Assessments to Evaluate Partner Performance
Using Siebel PRM Reports
Oracle Business Intelligence Enterprise Edition Partner Reports
Siebel Partner Analysis
Viewing Available Oracle Business Intelligence Enterprise Edition Reports
Siebel Portal Analytics
20
Siebel Cross-Industry PRM
About Siebel Cross-Industry PRM
Differences of Siebel Cross-Industry PRM from Siebel PRM
21
Siebel Public Sector Provider Portal
About Managing Public Sector Service Providers
Overview of Setup and Use
Types of Information That Agencies and Service Providers Share
Differences Between Siebel Public Sector and Siebel PRM
Differences in Managing Service Providers and in the Siebel Public Sector Provider Portal
Siebel Public Sector Screens for Managing Service Providers
Siebel Public Sector Provider Portal
Differences in Business Use Between Siebel PRM and Siebel Public Sector
Scenario for Using Siebel Public Sector to Work with Service Providers
Tasks for Setting Up Siebel Public Sector to Work with Service Providers
Integrating Siebel Public Sector Provider Portal with External Applications
Integrating with External Procurement Applications
Integrating with Contract Management Systems
Modifying Lists of Values for Managing Public Sector Providers
Modifying Values in Multivalue Groups
Modifying Values in Picklists
Creating Products for Public Sector Service Providers
Creating Price Lists for Public Sector Service Providers
Activating or Inactivating Navigation Links for the Service Provider Portal
Process of Setting Up New Service Providers
Adding New Service Providers to Siebel Public Sector
Adding Service Providers Who Apply Using Paper Forms
Adding Service Providers from Accounts
Adding Users of Siebel Public Sector Provider Portal (Service Provider)
Managing Service Provider Profiles
Managing Service Provider Profiles (Service Provider)
Specifying Price Lists for Service Providers
Adding Agreements with Service Providers
Adding the Initial Inventory for Service Providers
Process of Referring Benefits Cases to Service Providers
Creating Referral Orders for Benefits
Submitting Referral Orders
Accepting or Rejecting Referrals (Service Provider)
Managing Inventory for Accepted Referral Orders (Service Provider)
Checking the Status of Referrals
Agency Tasks
Adding Addresses for Service Providers
Viewing and Updating Referral Orders
Sharing Information About Cases with the Service Provider
Service Provider Tasks
Managing Inventory (Service Provider)
Viewing Referral Orders (Service Provider)
Viewing Agreements (Service Provider)
Viewing Cases (Service Provider)
Sharing Information About Cases with the Agency (Service Provider)
Adding Activities to Cases
Adding Attachments to Cases
Adding Service Requests to Cases
Adding Notes to Cases
Associating Contacts with Cases
Workflow Reference for Siebel Public Sector Provider Portal
PUB Create Order Workflow
SWIPUBSendOrder Workflow
PUB Create Asset From Agreement Item Workflow
Index
