Oracle Partner Management Vendor User Guide

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Preface

Introduction to Oracle Partner Management

Oracle Partner Management Overview

Oracle Partner Management Key Features

Partner Dashboard

Channel Manager Dashboard

Partner Profiling

Programs and Enrollment

Opportunity Management

Referral Management

Deal Registration

Special Pricing Management

Partner Funds Management

Partner Locator

Users and Security

Oracle Partner Management Business User Flows

Invite New Partner to Partner Login to Partner Enrollment

Invite New Partner Business Scenario

Partner List to Marketing Campaign to Click to Order

Partner List to Marketing Campaign to Click to Order Business Scenario

Campaign-Generated Lead to Qualification to Automatic Partner Routing to Order

Campaign-Generated Lead to Qualification to Automatic Partner Routing to Quote to Order Business Scenario

Deal Registration to Opportunity

Deal Registration Business Scenario

Referral to Partner Compensation

Referral Management Business Scenario

Special Pricing Request to Partner Claim

Special Pricing Business Scenario

Fund Request to Partner Claim

Fund Request to Claim Business Scenario

Channel Manager Dashboard

Overview

Vendor User Data Visibility

Customizing Key Performance Indicator Information

Customizing Shortcuts

Message Center

Working with Partners

Overview

Partner Marketing List Business Flow

Search Partner

Partner List

Searching for a Partner

Creating a Partner

Converting a Customer to a Partner

Creating a Partner List

Managing a Partner

Performance Tab

Trends Tab

Transactions Tab

Profile Tab

Memberships Tab

Managed Partners Tab

Channel Team Tab

Notes Tab

Interactions Tab

Creating a Partner Contact

Users and Security

Program Management

Overview

Viewing, Creating, and Updating Partner Programs

Creating Partner Programs

Copying a Program

Program Approvals

Program Characteristics

Pricing and Payments

Inventory Items for Partner Programs

Legal Terms

Enrollment Questionnaire

Program Summary

Approval Checklist

Upgrade Rules

Notifications

Terminating, Upgrading, and Downgrading Partners

Inviting a Partner to Join a Program

Invite New Partner

Partner Login

Partner Enrollment

Adding Team Members to Partner Programs

Partner Program Enrollments

Overview

Enrollment Requests

Enrollment Request Process

Enrollment Request Details

Approving Enrollment Requests

Opportunity Management

Overview

Business Flow

Lead Import and Processing

Opportunity Matching and Routing

Offering Opportunities

Partner Accepts Opportunity

Partner Creates Quote

Opportunity Matching and Routing

Automated Matching and Routing Methods

Routing Types

Manual Matching

Searching for Opportunities

Working with Opportunities - Oracle Sales Offline Integration

Creating an Indirect Opportunity

Assigning an Opportunity

Adding Partners to the External Sales Team

Approving an Opportunity Assignment

Withdrawing an Opportunity Assignment

Working with Opportunities - Oracle Sales Integration

Viewing, Creating, and Updating an Opportunity

Assigning an Opportunity to a Partner

Approving an Opportunity Assignment

Creating a Quote

Closing an Opportunity

Viewing Opportunity History

Withdrawing an Opportunity

Routing Statuses

Users and Security

Referral Management

Overview

Referral Management Business Flow

Request Submission

Request Approval

Data Quality Management (DQM) Approval

Lead/Opportunity Created

Commission Calculation and Payment Processing

Searching for a Referral

Creating a Referral Request for a Partner

Managing Referrals

Approving a Referral

Returning a Referral Request for More Information

Reassigning or Declining a Referral

Using DQM Tools to Deduplicate Customer and Contact Data

Processing Compensation

Viewing the Referral Log

Referral Statuses

Users and Security

Deal Registration

Overview

Deal Registration Process

Deal Registration Request Information

Approving a Deal Registration Request

Reassigning or Declining a Deal Registration

Returning a Deal Registration Request

Creating a Deal Registration Request for a Partner

Managing Deal Registrations

Using DQM Tools to Deduplicate Customer and Contact Data

Deal Registration History and Statuses

Special Pricing Management

Overview

Special Pricing Business Flow

Request Submission

Request Approval

Offers

Relationships between Special Pricing Requests and Claims

Special Pricing Liability

Reassign Request

Decline Request

Claims Submission

Claim Validation

Searching for a Special Pricing Request

Creating a Special Pricing Request for a Partner

Exporting Special Pricing Data

Approving, Declining, and Reassigning a Special Pricing Request

Using DQM Tools to Deduplicate Customer Data

Creating a Claim for a Partner

Submitting a POS file

Special Pricing Request Statuses

Claim Statuses

Users and Security

Partner Funds Management

Overview

Fund Request Business Flow

Request Submission

Request Approval

Claims Submission

Claims Validation

Searching for a Fund Request

Creating a Fund Request for a Partner

Exporting Partner Fund Data

Approving or Declining or Reassigning or Returning a Fund Request

Submitting a Claim for a Partner

Fund Request Statuses

Claim Statuses

Users and Security

Glossary

Index

Oracle Partner Management Vendor User Guide

Contents