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Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Setting Up Fund Approval Authorization >

Changing the Partner Manager Field

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Optionally, you can change the partner manager field to change the routing of fund requests for approval.

The initial reviewer for a fund request logged by a partner is the employee selected in the partner manager field for that partner organization. This employee's name is automatically entered in the Processed By field of the fund request. This is the only use of the Partner Manager field, and you can change the initial reviewer of fund requests by selecting a different employee in this field.

To change the partner manager

Navigate to the Partner Administration screen.
From the Show drop-down list, choose Registered Partners.
In the Partner list, select the partner company for which you want to set the Partner Manager field.
In the More Info form, click the More/Less button to display the extended version of the form.
Click the select button for the Partner Manager field.

The Pick Position dialog box appears.

Select the person you want as the partner manger, and click OK.

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