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Siebel Partner Relationship Management Administration Guide > Sharing Data With Partners > Sharing Transactional Data with Partners >
Assigning an Order to a Partner Employee
In some industries, it is common for the brand owner company to get orders from customers and then assign them to a partner for fulfillment, outsourcing all or part of the order. For example, if a bank is providing a mortgage for a customer, it may outsource the appraisal request to a partner. You can assign an order to a partner employee or to a partner company.
In other industries, partners get orders from customers. The partner relationship managers at the brand owner company can view all of the orders at a partner company.
To assign an order to a partner employee
- Navigate to the Orders screen.
- From the Show drop-down list, choose All Sales Orders Across Organizations or choose All Service Orders Across Organizations.
- In the Orders list, select the record for the order you want to assign.
- In the More Info form for the record, click the select button for the Team field.
The Order Team Members dialog box appears.
- Click New.
The Add Employees Dialog box appears.
- Select the partner employee to whom you want to assign the order and click OK.
The employee is added to the Order Team Members dialog box.
- In the Order Team Members dialog box, click OK.
The order will be visible to this partner employee in My Orders view.
To assign an order to a partner company
- Navigate to the Orders screen.
- From the Show drop-down list, choose All Sales Orders Across Organizations or choose All Service Orders Across Organizations.
- In the Orders list, select the record for the order you want to assign.
- In the More Info form for the record, click the select button for the Organization field.
The Organizations dialog box appears.
- Click New.
The Add Organizations Dialog box appears.
- Select the organization of the partner company to which you want to assign the order and click OK.
The organization is added to the Organizations dialog box.
- In the Organizations dialog box, click OK.
The order will be visible to this partner organization in All Orders view.
To view the orders of a partner company
- Navigate to the Partner Operations screen.
- In the Partners list, select the partner company whose orders you want to view.
- Click the Orders view tab.
A list of the partner's orders appears. This list includes orders that have the partner organization assigned to the order; it does not include orders that have partner employees assigned to them but do not have partner organizations assigned to them.
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Siebel Partner Relationship Management Administration Guide Published: 18 April 2003 |