Creating Partner Programs

This chapter provides overviews of partner relationship programs and partner types and subtypes and discusses how to:

Set up the partner program environment.
Create dialogs for partner programs.
Create partner programs.

Understanding Partner Relationship Programs

PeopleSoft Partner Relationship Management delivers statuses, steps, actions, and several predefined types to automatically enable Partner Relationship Management. To take full advantage of the application, you should review your business processes and determine if any additional Partner Relationship Management types or characteristics exist that might be appropriate for your business.

Understanding Partner Types and Subtypes

PeopleSoft Partner Relationship Management delivers three partner types with a number of corresponding subtypes. This table lists the partner types and subtypes delivered as sample data:

Partner Types	Partner Subtypes
Alliance (ALLC)	System Integrator (0010) Consultant (0020) Independent Software Vendor (0030) Advisor (0040) Analyst (0050) Strategic Alliance Partner (0060) Joint Marketing Partner (0070) Development Partner (0080)
Channel (CHNL)	Distributor (0010) Reseller (0020) Agent (0030) Broker (0040) Wholesaler (0050) Dealer (0060) Value-Added Reseller (0070) Value-Added Distributor (0080)
Service/Fulfillment (SVC)	Content Provider (0010) Installation Provider (0020) Repair Services Provider (0030) Outsourced Call Center Vendor (0040) Outsourced Service Provider (0050) Application Outsourcing Services (0060) Managed Services Provider (0070)

Partner Types

Partner Subtypes

Alliance (ALLC)

System Integrator (0010)

Consultant (0020)

Independent Software Vendor (0030)

Advisor (0040)

Analyst (0050)

Strategic Alliance Partner (0060)

Joint Marketing Partner (0070)

Development Partner (0080)

Channel (CHNL)

Distributor (0010)

Reseller (0020)

Agent (0030)

Broker (0040)

Wholesaler (0050)

Dealer (0060)

Value-Added Reseller (0070)

Value-Added Distributor (0080)

Service/Fulfillment (SVC)

Content Provider (0010)

Installation Provider (0020)

Repair Services Provider (0030)

Outsourced Call Center Vendor (0040)

Outsourced Service Provider (0050)

Application Outsourcing Services (0060)

Managed Services Provider (0070)

Setting Up the Partner Program Environment

To set up the partner program environment, use the Certifications (RD_CERTIFICATION), Market Segments (RD_MARKET_SEG), Partner Levels (RD_PR_LEVEL), Program Benefits (RD_PR_PGM_BEN), Program Fees (RD_PR_PGM_FEE), Program Requirements (RD_PR_PGM_REQ), Add Partner Program (RD_PR_PROG), Partner Types/Subtypes (RD_PR_TYPE), and Training (RD_TRAINING) components.

This section discusses how to:

Define partner levels.
Define partner types.
Define partner subtypes.
Define partner program requirements.
Define program benefits.
Define program fees.
Define certifications.
Define training.
Define market segments.

This diagram illustrates the steps to set up partner program control tables:

Setting up partner program tables

Pages Used to Set Up The Partner Program Environment

Page Name	Object Name	Navigation	Usage
Partner Level	RD_PR_LEVEL	Set Up CRM, Product Related, Partner Management, Partner Levels, Partner Level	Define partner levels that enable the enterprise to group partners and determine partner privileges.
Partner Type	RD_PR_TYPE	Set Up CRM, Product Related, Partner Management, Partner Types/Subtypes, Partner Type	Define partner types, such as alliance, channel, fulfillment.
Partner Subtype	RD_PR_SUBTYPE	Set Up CRM, Product Related, Partner Management, Partner Types/Subtypes, Partner Type, Partner Subtype	Define partner subtypes for your partner types. Examples are reseller, broker, or agent.
Partner Program Requirement	RD_PR_PGM_REQ	Set Up CRM, Product Related, Partner Management, Program Requirements, Partner Program Requirement	Establish available program requirements for partners.
Partner Program Benefit	RD_PR_PGM_BEN	Set Up CRM, Product Related, Partner Management, Program Benefits, Partner Program Benefit	Establish partner program benefits.
Partner Program Fees	RD_PR_PGM_FEE	Set Up CRM, Product Related, Partner Management, Program Fees	Establish fees for the programs.
Certification	RD_CERTIFICATION	Set Up CRM, Product Related, Partner Management, Certifications, Certification	Add certifications for partners.
Training	RD_TRAINING	Set Up CRM, Product Related, Partner Management, Training, Training	Add training relevancies for partner programs.
Market Segment	RD_MARKET_SEG	Set Up CRM, Product Related, Partner Management, Market Segments, Market Segment	Add market segments for partners.

Defining Partner Levels

Access the Partner Level page.

Level

Partner Level

Unique alphanumeric identifier that is manually assigned to each level defined.

Status

Active: The partner level can be used in partner programs.

Inactive: The partner level cannot be used in partner programs.

Define Partner Types

Access the Partner Type page.

Type

Partner Type

View unique alphanumeric identifier.

PeopleSoft Partner Relationship Management delivers three partner types: Alliance (ALLC), Channel (CHNL), and Service/Fulfillment (SVC).

Defining Partner Subtypes

Access the Partner Subtype page.

Type

Partner Type

View unique alphanumeric identifier.

Subtype

Partner Subtype

View or add a unique numerical identifier.

Defining Partner Program Requirements

Access the Partner Program Requirement page.

Requirement

Requirement ID

View unique alphanumeric identifier.

Requirement Type

Select a requirement type. PeopleSoft CRM delivers seven requirement types. They are translate values; therefore, you can only modify or add to them in PeopleTools Application Designer.

The requirement types available for selection are Contract, Education, Financial, Market Coverage, Market, Planning and Performance, and Staffing.

Defining Program Benefits

Access the Partner Program Benefit page.

Benefit

Benefit ID

View unique alphanumeric identifier.

Benefit Type

Select a benefit type. PeopleSoft CRM delivers six benefit types. These are translate values; therefore, you can only modify or add to them in PeopleSoft PeopleTools Application Designer.

The benefit types available for selection are Education, Financial, Interactions, Marketing, Performance, and Support.

Defining Program Fees

Access the Partner Program Fee page.

Fee

Fee Type

Select a fee type. PeopleSoft CRM delivers three fee types. These are translate values; therefore, you can only modify or add to them in PeopleTools Application Designer.

The fee types available for selection are License, Marketing, and Program Membership.

Defining Certifications

Access the Certification page.

Defining Training

Access the Training page.

Defining Market Segments

Access the Market Segment page.

Note. PeopleSoft CRM delivers no market segments that work immediately, without intervention from the customer.

Creating Dialogs for Partner Programs

This section provides an overview of dialog use in partner programs and discusses how to:

Create partner registration logic using the dialog designer.
Use the document page in document designer to tailor the look and feel of the dialog.
Use the designer page in document designer to define specific display preferences.

Understanding Dialog Use in Partner Programs

Dialogs are created for the self-service partner registration process. However, when you define a partner program, you are asked to associate a partner registration dialog with that program. For you to do this, a registration dialog must already exist in the system, which means that you may want to create your partner registration dialogs first, although the assignment of a dialog to a partner program is optional.

The following diagram illustrates the setup flow for partner registration:

Partner registration setup flow

Pages Used to Create Dialogs

Page Name	Object Name	Navigation	Usage
Dialog	RY_DIALOG	Marketing, Dialog Designer, Dialog	Create a dialog for partner registration.
Document	RY_DOC	Marketing, Document Designer, Document	Create the display preferences for a web document or an email document.
Designer	RY_DOC_DESIGNER	Marketing, Document Designer, Document, Designer	Design the partner registration web or email document.

Creating Partner Registration Logic Using the Dialog Designer

Access the Dialog page.

Using the Document Page in Document Designer

Access the Document page.

Using the Designer Page in Document Designer

Access the Designer page.

Creating Partner Programs

This section discusses how to:

Define partner programs.
View partner program participants.

Pages Used to Create Partner Programs

Page Name	Object Name	Navigation	Usage
Partner Program	RD_PR_PROG	Partners CRM, Add Partner Program, Partner Program, Program	Add a partner program
Partner Program — Participants	RD_PR_PROG_PARTIC	Partners CRM, Add Partner Program, Partner Program, Participants	View, edit, or add partner companies that are program participants,

Defining Partner Programs

Access the Partner Program page.

Program Information

Program Name	Enter a name for the partner program.
Start Date	This is the date the program will go into effect.
End Date	This is the date the program will no longer be in effect.
Status	Active: The program can be associated with partners. Inactive: The program can not be associated with partners. Pending: The program is being created, but can not yet be associated with partners.
Partner Level	Choose a partner level.
Partner Type	Select a partner type.
Partner Subtype	Select a partner subtype.
Registration Dialog	Select the partner registration dialog that you want to associate with the partner program
Dialog Entry Point	Enter the point at which the dialog will fire. Note. You must identify a specific registration dialog in the previous field before you can select an entry point.
Description	Enter a summary description of the partner program.

Requirements

Choose all the partner requirements that you want to associate with this partner program.

Benefits

Choose all the partner benefits that you want to associate with this partner program.

Fees

Choose all the partner fees you want to associate to this partner program.

Viewing Partner Program Participants

Access the Partner Program - Participants page.

On this page, you can view the partner companies associated with this program. The alphabetical sorting search feature enables you to quickly identify partner companies. If you drill down into the partner company name, you will see a summary of that company. You can also add a partner company to this partner program.

Note. If you want to add an entirely new partner company to the enterprise system, you must return to the Partner Company page.