This chapter covers the following topics:
Partner Program Enrollment enables you to manage program memberships and administer benefits. Benefits such as sales opportunities, product information, marketing collateral, services, and training can be grouped within a program. Partners can gain access to benefits by enrolling into a program that provides these benefits.
This section provides an overview of the enrollment request process and describes the detailed information on enrollment requests.
Programs that a partner is eligible to enroll in appear in the Available Programs bin in the Partner Dashboard. Once a partner user initiates the enrollment process, she is guided through a series of steps to provide information about the partner organization, agree to legal terms of program membership, and submit billing and payment information.
Submitted enrollment requests are routed to approvers in the system. Approvers can view all pending enrollment requests, drill into a request, and approve or reject a request.
A vendor administrator can view pending enrollment requests.
A channel manager can only view enrollment requests submitted by his partners.
An approver can view details of an enrollment request and make a decision on the enrollment request. Details include information about the partner's company, questionnaire details, contract and payment details, benefits and approval check list.
An enrollment request consists of:
Enrollment Request Details: The enrollment request details is a summary of the information submitted by the partner for enrollment.
Enrollment Request Summary: The enrollment request summary lists the summary of pending approvals. You can review the list of enrollment requests for a program and also search for enrollment requests.
You can also view information about statuses of each element (enrollment form, contract, and payment) and the status of the request.
Profile attributes are validated against qualification rules for the program and you can view whether the partner qualifies for a program. Even if a partner does not meet the qualification criteria, you can approve the enrollment request.
Enrollment Log: The enrollment log captures events pertaining to an enrollment request and events such as change of statuses or change of information.
The enrollment request details page contains a header, responses to questions associated with the request, contract information, payment information, and a summary of the benefits associated with program membership.
This section contains data retrieved directly from the partner and program definition. Information such as partner name, program name, contact information is automatically populated as read only text.
This section contains the current status of the enrollment form. The form submitted is measured against requirements of a program. Oracle Partner Management automatically grades answers submitted by the partner against requirements defined for a program and assigns one of the following statuses:
Passed Qualification: The partner has passed all the qualification questions for the program.
Failed Qualifications: The partner has failed at least one or more qualification questions for the program.
A partner can be allowed to enroll into a program even if the enrollment status is Failed. The status does not prevent a partner from being enrolled in a program. You can view the enrollment questionnaire and the criteria of each question as defined within the program.
The channel manager can modify any of the partner attributes except:
Performance attributes
Derived attributes
External attributes, with the exception of Customer Annual Revenue
This section contains the contract number, name of the contract description, and status. The status of the contract can be:
Accepted: The partner selects the Accept button during the enrollment process.
Awaiting Contact: The partner wants to manually print out the contract to either mail or fax it to you.
Not Signed: When the contract information is not complete.
Rejected: When the partner rejects a contract.
You can change the contract status of an enrollment request.
This section contains the enrollment fee information. The taxes and discounts are calculated based on the integration with Oracle Order Management.
This section displays benefits that partners receive, if they are enrolled in the program. This information is retrieved from the program definition.
If an approval checklist is defined for the program, the Enrollment Details screen provides access to the checklist. The checklist can be enforced depending on the settings in the program or membership level definition. You can view the Enrollment Log to see events such as change of status or information.
The approval process for partner program enrollment requests is set up and maintained through the Oracle Approvals Management application.
When a partner user submits an enrollment request, the appropriate approver is identified by the application and the approver is notified. If the approver does not take action for a certain number of days, the system sends reminder notifications until the approver takes action. Once the approver approves the request, the partner is enrolled into the program automatically with valid membership dates or contract dates.
You can have parallel approval for partner program enrollment requests. This means that the request can be routed to a group of approvers. In most companies, more than one person is empowered to approve or decline Referrals and Deals. Thus, routing a Referral or Deal to multiple approvers simultaneously (parallel routing) can more closely matches a company's internal business processes. Parallel routing also prevents a transaction from being stuck in the approval queue when an approver is either busy or on vacation.
You can also use role-base approval routing. This feature enables companies to define the “Role” (Channel Manager or Channel Representative) that should act as the approver, rather than a group of users, eliminating the need to know the names of the approvers while defining the approval rules. The list of users belonging to a Role is evaluated every time an approval action takes place, so any changes to a Role are reflected immediately.
When a program enrollment form is submitted for approval, the partner user who submitted the enrollment request is notified about the status of the request. Partners whose enrollment requests are approved receive the benefits of the new program. These privileges are reflected when the partner logs into the partner dashboard.
When you approve a request, the enrollment status changes or the request is routed to the next approver.
Final approval sends a notification to partners to inform them that they have been approved.
Approved partners are added to the list of enrolled partners.
Approved partners immediately receive benefits of a program.
When you reject a request, the enrollment status changes.
Rejection terminates the routing of the enrollment request.
Rejected partners are notified.
Requests can be routed to a number of approvers who can approve the request in parallel. All approvers who are notified of an request, regardless of whether or not it is sent out in a parallel or serial fashion, can view the enrollment after any action is taken.
Use this procedure to approve an enrollment.
Navigation
Log in with the channel manager responsibility and navigate to Message Center Quick Link > Message Center page. Then, select an enrollment request that requires approval to view the Enrollment Request Details page for the request.
Prerequisites
None.
Request Information: Request more information about the enrollment request and click Submit.
You must review the task list before you officially approve or reject a request. This task list is created while defining the program.
When you approve the request, the partner is enrolled into the program.
When you reject the request, the partner is notified.