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Reviewing and Approving the Registration (Supplier)


The supplier's design registration administrator reviews registrations that have been submitted. The information that the distributor entered in the Design Registrations view of the Partner Portal is displayed in the Design Opportunities view of Siebel High Tech and Industrial Manufacturing.

This task is part of Process of Distributor Selling Components to OEM.

To review and approve registration for a program

  1. Navigate to the Administration - Design Opportunities screen.
  2. Query to find all design registrations that have a status of Submitted.
  3. To approve any registrations, select Approved in the Status field.
  4. If the supplier needs more information before approving the registration:
    1. Select Pending in the Status field while investigating whether to approve the program.
    2. In the Design Opportunities list, drill down on the Registration ID of the record that should be reviewed.

      The Design Programs screen appears.

    3. In the Design Opportunities list, locate and select the record for this design opportunity.
    4. Click the view tabs under the Design Opportunities list to view information that the distributor entered about the design registration, such as projected sales and revenue.
    5. Click the All OEM Design Opportunities tab to see if any other distributors have submitted or approved registrations with this OEM.
    6. (Optional). Click the Sales Team view tab and add other employees to the sales team, to give them visibility to this registration.
    7. After doing all needed research and deciding whether to approve the registration, change the value in the Status field of the design opportunity record to Approved or Rejected.
    8. If the registration was rejected, select Design Opportunity Details from the drop-down list to the right of the Query button, and then enter the reason for the rejection in the Rejection Reason field.
Siebel High Tech and Industrial Manufacturing Guide