Oracle Partner Management Implementation and Administration 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

Dependencies and Integration Points

Overview of Dependencies and Integration Points

Prerequisites

Setting up the Oracle Applications Organizational Structure

Setting up an Internal Organization

Setting up Oracle CRM Technology Foundation

Setting Up Application Object Library

Setting Up General Ledger

Setting Up Oracle Inventory

Setting Up Product Lifecycle Management

Setting Up Oracle Receivables

Setting Up MOAC

Optional Integrations

Oracle Advanced Pricing

Oracle Approvals Management

Oracle Content Manager

Oracle Contracts

Oracle Data Quality Management

Oracle Payment

Oracle iStore

Oracle Marketing

Oracle Order Management

Oracle Quoting

Oracle Sales

Oracle TeleSales

Oracle Trade Management

Oracle Workflow Builder

Setting Up Vendor Users

Overview of Vendor Users

Understanding Vendor Users

Understanding Responsibilities, Roles, and Permissions

Responsibilities

Resource Roles

Permissions-Based Roles

Setting Up Multi-Org Access Control for Vendor Users

Creating a Vendor User

Creating an Employee

Creating a User and Assigning Responsibilities

Importing the Employee as a Resource into CRM

Assigning Resource Roles and a Resource Group

Assigning Permissions-Based Roles

Creating a Channel Administrator

Setting up Resource Groups and a Resource Group Hierarchy

Creating a Resource Group and the Resource Group Hierarchy

Assigning a Channel Team for Partners

Creating a Partner Territory Hierarchy

Setting Up the Channel Manager Dashboard

Overview of Channel Manager Dashboard

Vendor User Data Visibility

Key Metrics Bin and Sales Performance Graphs

Partner Search Results

Setting Up Graphs in the Channel Manager Dashboard

Setting up the Accounting Calendar

Populating the Graph

Workflow Business Events

Workflow Event Subscriptions

How Event Updates Work

Partner Subscriptions

Profile Options

Concurrent Programs

Setting up Partners and Partner Users

Overview of Partners and Partner Users

Creating Partner Users

VAD Users

Enabling User Types

Remove Access to Partner Management Functionality

Creating the Partner Dashboard Site

Overview of the Partner Dashboard

Setting Up the Partner Dashboard

Using the Partner Dashboard Template Layout

Setting Up Partner Dashboard Bins

Understanding iStore Partner Templates

Creating the Partner Dashboard Web Pages

Giving Partners Access to the Library

Adding a Library Link to the Partner Dashboard Quick Links Bin

Enabling Personalization for Partner Responsibilities

Personalizing Library Information for Partner Responsibilities

Disabling the Personalization Global Icon

Profile Options

Setting Up Partner Profile Attributes

Overview of Partner Profile Attributes

Partner Profile Attributes

Seeded Attributes

The Attributes Overview Page

Lists of Values for Seeded Attributes

Working with Attributes

Setting up Attribute Categories

Setting up Attribute Display Styles

Setting up an Internal List of Values

Setting Up Attribute Security

Setting Up Refresh Frequency

Refreshing Attribute Values with Concurrent Programs

Reordering Attributes

Migrating Partner Type Values

Setting Up Custom Attributes

Creating a Derived Attribute

Setting Up Partner Programs

Overview of Partner Programs

Setting Up Program Types

Setting Up Programs in Oracle Inventory

Disabling Autocreation of Inventory Items

Identifying the Master Inventory Organization

Setting a Default Unit of Measure

Setting the PV: Concatenated Inventory Flex Segment for Program Profile Option

Defining the Price for Program Inventory Items

Setting Up Payment Options

Setting up Program Benefits

Setting Up Locking Rules

Setting Up Mandatory Rules

Setting up Program Contracts

Setting up Contract Templates

Setting up the Contract Approval Option

Setting Up Partner Program Overviews

Granting Vendor Users Oracle Content Management Access

Setting up the Program Overview Text Editor

Mapping Partner Responsibilities to Programs

Creating a New Responsibility

Mapping Responsibilities

Trading Community Architecture Events and Subscriptions

Relationships

Change in Partner Address

Partner Invitations

Profile Options

Lookups

Concurrent Programs

Setting Up Partner Program Enrollments

Overview of Partner Program Enrollments

Creating the Partner Dashboard Site

Creating Partner Program Enrollment Pages

Setting Up Oracle Order Management

Setting Up Oracle Payments Server

Setting Up Credit Card Security

Setting Credit Card Profile Options

Setting Up Runtime Variables

Setting Up Tax Rules

Setting Up Enrollment Request Approvers

Users and Security

Setting Up Opportunity Management

Overview of Opportunity Management

Partner Subscriptions for Opportunities

Integrating with Oracle Sales

Enabling Business Events

Migrating External Sales Team Data

Personalizing Oracle Sales Pages

Personalizations for Vendor User Responsibilities

Personalizations for Partner User Responsibilities - Opportunities Pages

Personalizations for Partner User Responsibilities - End Customer pages

Opportunity Matching and Routing

Automated Matching and Routing Methods

Routing Types

Manual Matching

Setting Up Partner Matching Rules

Creating a New Rule

Adding Opportunity Selection Criteria to the Partner Matching Rule

Adding Partner Selection Criteria to the Partner Matching Rule

Adding Partner Matching Criteria to the Partner Matching Rule

Adding Geographic Proximity to the Partner Matching Rule

Adding Tiebreak Criteria to the Partner Matching Rule

Adding Routing Information to the Partner Matching Rule

Setting Up Manual Matching Options

Setting Up Timeouts

Setting up Country-Specific Timeout Periods

Setting Up Channel Types

Specifying Status Notification Recipients

Modifying Status Notifications

Opportunity Events

Opportunities and Security

Opportunity Owner Identification

Opportunity Access Security

Customer Access Security

Partner Contact Security

Profile Options

Concurrent Programs

Setting Up Referral Management

Overview of Referral Management

Partner Subscriptions for Referrals

Setting Up Budgets

Setting Up Offers

Setting Up Claims

Enabling Profile Attributes for Referrals

Specifying Product Categories Available for Referrals

Setting up Approvals

Assigning Referral Permissions

Setting up Notifications

Setting up Territories

Setting up Data Quality Management (DQM)

Setting up Notes

Creating a Referral Benefit

The Benefit Validation Process

Specifying a Sales Channel

Profile Options

Lookups

Concurrent Programs

Setting Up Deal Registration

Overview of Deal Registration

Partner Subscriptions for Deal Registration

Enabling Profile Attributes for Deal Registration

Defining Product Categories

Setting up Approvals

Setting up Notifications

Setting up Territories

Setting up Data Quality Management (DQM)

Setting up Notes

Creating a Deal Registration Benefit

The Benefit Activation Process

Specifying a Sales Channel

Assigning Deal Registration Permissions

Profile Options

Lookups

Concurrent Programs

Setting Up Special Pricing Management

Overview of Special Pricing Management

Liability Calculation

Setting up Special Pricing Budgets

Creating a Special Pricing Budget

Identifying Special Pricing Budgets

Offers

Tracking Financial Liability

Claims

Trade Profiles

Setting up Special Pricing Product Security

Setting the OZF_SP_ENABLE_PRODUCT SECURITY Profile Option

Specifying Product Categories for Special Pricing

Creating the Special Pricing Responsibility

Creating the Special Pricing Benefit

Setting up Approvals

Assigning Special Pricing Permissions

Setting Up Notifications

Selecting Notification Messages for Special Pricing Requests

Setting up Data Quality Management (DQM)

Setting up Notes

OAM Transaction Types and Attributes

Interactions

Profile Options

Lookups

Concurrent Programs

Setting Up Partner Funds Management

Overview of Partner Funds Management

Tracking Financial Liability

Setting up Partner Fund Budget Categories and Budgets

Creating a Marketing Media Item

Creating a Marketing Activity

Creating a Budget Category

Creating a Budget

Offers

Claims

Trade Profiles

Creating a Budget Approval Process

Setting Performance Objectives

Setting up Return and Decline Options

Geography

Setting Up Partner Fund Benefits

Setting up Approvals

Setting Up Notifications

Setting up Notes

User Security

OAM Transaction Types and Attributes

Profile Options

Lookups

Concurrent Programs

Common Implementation and Administration Tasks

Overview of Common Implementation and Administration Tasks

Creating Approval Rules in Oracle Approvals Manager

Setting up Territories in Oracle Territory Manager

Setting up Notifications in Oracle Workflow Builder

Setting up Matching Rules with Oracle Data Quality Management

The TCA Registry

Attributes and Transformation Functions

Match Rules

Setting up Notes

Setting up the Partner Locator

Overview of Partner Locator

Defining a Hyperlink for the Locator

Enabling Partner Profile Attributes for Advanced Search

Setting Profile Options

Running Concurrent Programs

System Profile Options

Before You Begin

Setting Profile Options

Profile Options for the Channel Manager Dashboard

Profile Options for Deal Registration

Profile Options for Enrollments

Profile Options for Partner Funds

Profile Options for Opportunities

Profile Options for the Partner Dashboard

Profile Options for the Partner Locator

Profile Options for Partner Profile Attributes

Profile Options for Partner Programs and Program Enrollments

Profile Options for Referral Management

Profile Options for Special Pricing

Lookups

Understanding Lookups

Modifying Lookup Types

Creating a New Lookup Type

Adding Values to an Existing Lookup

Lookups for the Channel Manager Dashboard

Lookups for Deal Registration

Lookups for Partner Funds

Lookups for the Partner Dashboard

Lookups for the Partner Profile Attributes

Lookups for Partner Programs

Lookups for Referral Management

Lookups for Special Pricing

Lookups for Opportunities

Concurrent Programs

Running Concurrent Programs

Checking Concurrent Program Status

Concurrent Programs for the Channel Manager Dashboard

Concurrent Programs for Deal Registration

Concurrent Programs for Enrollments

Concurrent Programs for Opportunities

Concurrent Programs for Partner Funds

Concurrent Programs for the Partner Locator

Concurrent Programs for Partner Programs

Concurrent Programs for Partner Profile Attributes

Concurrent Programs for Referral Management

Concurrent Programs for Special Pricing

Glossary

Index

Oracle Partner Management Implementation and Administration Guide

Contents