Siebel Partner Relationship Management Administration Guide > Working With New Partners > Enrolling New Partner Companies >

Registering the Partner Company

Whether you add the partner record using the method described earlier or the other methods described at the end of this chapter, you must register the partner company before you can work with the new partner company.

To register the partner company:

About Placing the Partner Company in the Organization Hierarchy

Siebel applications let you divide your business into organizations, which control visibility to data. For example, when users choose All Contacts, they display the contacts in their own organization.

While setting up Siebel PRM, your company's partner operations manager may have create a hierarchical organizational structure to organize your partner companies. For example, there may be a hierarchy that organizes partner companies based on the product they specialize in or the industry they work in.

When you register a new company, you must place it in the organization hierarchy by choosing its parent organization. For example, if your hierarchy is based on industry, you must place the new partner organization under the organization for the appropriate industry.

You can also create a hierarchical structure with multiple organizations for the partner company itself. For example, if you assign opportunities to different regional divisions of a partner company, you can create an organization that represents the entire partner company and organizations under it in the hierarchy that represent its regional divisions. Then you can assign opportunities to organizations representing the regional divisions, and only the division you assigned the opportunity to will be able to see it.

For more information about setting up the organization hierarchy in Siebel PRM, see Setting Up Siebel PRM.

For more information about using organizations to control visibility to data, see Security Guide for Siebel eBusiness Applications.

About Specifying Your Partner Manager Field for the Partner Company

If you are using market development funds (MDFs), it is necessary to specify an employee in the partner manager field, so that fund requests are routed properly for approval. The employee selected in the partner manager field is the first to approve an MDF request.

If you are not using MDFs, it is not necessary to use the Partner Manager field. You can enter a sales team instead. You may want to use the Partner Manager field as well as the Sales Team field to indicate that one person has primary responsibility for the partner.

In any event, the employee selected in the Partner Manager field must also be on the sales team to have visibility to the record in My Partners view. The partner's record is displayed in My Partners view for members of the account team.

NOTE:  The employee selected in the Partner Manager field does not automatically have visibility to the Partner Record in My Partners view. The Sales Team field determines who has visibility to the partner record in My Partners view. You can display the record in the Approved Partner list and, in the More Info form, add employees responsible for the partner to the sales team.

Registering the Partner Company

Select the Partner record and click Register to place the partner in the organization hierarchy and specify the partner manager field.

NOTE:  After you register the partner company, the partner organization cannot be deleted. Be sure you want to create a new organization before clicking Register.

To register the partner company

  1. Add a Partner record for the new partner company, using the method described in the section Adding a Partner Record by Approving a Partner Company or one of the methods described in the section Other Ways of Adding Partner Records.
  2. In the Approved Partners view, with the new Partner record selected, click Register at the top of the Partners list.

    3. The Register Partner form appears.

  3. Check the Organization box.

    4. Registering this partner company will make it an organization, so you can put it in your organization hierarchy.

  4. Click the select button for the Parent Division field.

    5. The Organization dialog box appears.

  5. Choose the division that will be above this partner organization in the organization hierarchy, and click OK. If you leave the field blank, the current user's organization will be the parent organization by default.
  6. To specify the Partner Manager field:
    1. Click the select button for the Partner Manager field.

      2. The Pick Position dialog box appears, listing the positions and names of your employees.

    2. In the Pick Position dialog box, choose the position and person who will be the partner manager for this partner organization, and click OK.

      3. The login name of the person you selected is entered as the Partner Manager in the Register Partner form.

    3. If you do not select an employee for this field, the current user is entered by default.
  7. Click the Save button at the top of the Register Partner form.

    8. The partner company has been registered.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003