This chapter covers the following topics:
The Channel Manager Dashboard provides vendor users with an easy to use, configurable user interface to help them with day to day responsibilities. It provides them with a 360 degree view of their partners and activities, thereby enabling them to make informed decisions.
The Channel Manager Dashboard provides vendor employees with a Key Metrics bin, charts and graphs that display the sales performance of partners, a Quick Links bin, and a partner search. Vendor employees can perform advanced partner searches for partners based on profile attributes.
A vendor employee can access the dashboard if he has been assigned the Channel Manager responsibility. The information available on a user's dashboard is further determined by channel team membership, resource role, and permissions. This chapter describes how a user's roles and permissions affect what he sees on a dashboard, and how the Sales Performance Graph is set up and populated. For information on creating vendor users and assigning roles and permissions to them, refer to Chapter 3, Setting Up Vendor Users.
A vendor user's resource role and permissions determine the partner data he sees in three areas on the Channel Manager Dashboard: the Key Metrics bin, the Sales Performance graphs, and the My Partners list.
The Key Metrics bin and the Sales Performance graphs provide statistical information about the performance of partners whose data the user can view and update. A vendor user gains access to partner data in two ways:
Channel team membership: A vendor user who is a member of a partner's channel team can access information about a partner, and is said to “manage” the partner. The Key Metrics bin and the Sales Performance graphs display statistics for all the partners for which the user is a channel team member.
A vendor user is assigned to a channel team automatically according to the organization's Partner Management territory hierarchy. Refer to Setting up Territories in Oracle Territory Manager for information on setting up the Partner Management territory and using it to create channel teams. In addition, a user can be added to a partner's channel team manually by a user with the appropriate permission. When a user is manually added to a partner's channel team, the territory assignment program cannot remove it.
Resource group role: The role assigned to a user within a resource group can also affect the information that appears in his Key Metrics bin and Sales Performance graph:
A user with the channel representative role sees information about partners for which he is a member of the channel team.
A user with the channel manager role sees information about all partners managed by his direct and indirect channel team members that have a Channel Manager or Channel Rep role.
If a group is a parent group, the channel manager can also see information about partners managed by channel managers and channel representatives in all the child groups as well.
You must run two concurrent requests to update and populate the graphs and KPIs on the Channel Manager Dashboard:
PV - Refresh attribute text table
PV - Refresh Partner Trend Values
The My Partners area of the Channel Manager Dashboard lists the results of a partner search. A user's resource role and permissions determine the partners that are returned by a search and what actions a user can take upon those partners (for example, view, update, invite).
Channel Representative Role: A user with the Channel Representative role's partner search will return partners that he manages. The channel representative can view and update information about these partners.
Channel Manager Role: A user with the Channel Manager role's search will return both partners that he manages and partners that are managed by channel representatives in his group. In addition, if the channel manager's group is a parent group, his search results will include partners managed by channel managers and channel representatives in child groups. The channel manager can view and update information about these partners.
PV: View All Partners permission: If a user has this permission, his search results can contain partners owned by any other channel manager or channel representative in the organization, as well as his own partners. A user with this permission can view and update information about partners that he manages directly; he can only view information about partners managed by other users. This permission can be assigned to users with any role.
PV: Update All Partners permission: If a user has this permission, his search results can contain partners owned by any other channel manager or channel representative in the organization, as well as his own partners. A user with this permission can view and update information about all partners in the system. The user also sees the Create as List button on his Partners page, which allows him to create a partner list. This permission can be assigned to users with any role.
PV: Invite New Partners permission: If a user has this permission, he is able to invite an organization to become a partner. The user sees the Create and Invite Partner button on his Partners page. This permission can be assigned to users with any role.
PV: Partner Update Profile Attribute permission: A user with this permission can edit seeded and custom partner profile attributes displayed on the Partners page.
PV: Partner View Profile Attribute permission: A user with this permission can only view seeded and custom profile attributes of partners on the Partners page.
For more information on permissions related to attributes, see Setting Up Attribute Security.
Statistical information about the partners that a user manages, either directly as a channel team member or indirectly as a channel manager, appears in the user's Key Metrics bin and Sales Performance graph.
The following table provides details about what information users with specific role and permission assignments can see. Note that the table also provides information about what Distributors can see.
| User Type - Resource Role | Manager in Resource Group Hierarchy | PV: Update All Partners | PV: View All Partners | PV: Invite New Partners | Description |
|---|---|---|---|---|---|
| Vendor Employee - Channel Manager | Y | N | N | N | Can view and update all partners that are managed by the logged in user and as well as partners that are managed by channel managers or channel representatives reporting to the logged in user. Cannot create partners and invite them to join a program. |
| Vendor Employee - Channel Manager | Y | Y | N/A | N | Can view and update any partners in the system. Cannot create partners and invite them to join a program. |
| Vendor Employee - Channel Manager | Y | N | Y | N | Can view any partners in the system. Can update only those partners that are managed by the logged in user and partners that are managed by channel managers or channel representatives reporting to the logged in user. Cannot create partners and invite them to join a program. |
| Vendor Employee - Channel Manager | Y | N | Y | Y | Can view and update all the partners that are managed by the logged in user and partners that are managed by channel managers or channel representatives reporting to the logged in user. Can create partners and invite them to join a program. |
| Vendor Employee - Channel Manager | Y | Y | N/A | Y | Can view and update any partners in the system. Can create partners and invite them to join a program. |
| Vendor Employee - Channel Manager | Y | N | Y | Y | Can view any partners in the system. Can update only those partners that are managed by the logged in user and as well as the partners that are managed by the channel managers or channel representatives reporting to the logged in user. Can create partners and invite them to join a program. |
| Vendor Employee - Channel Rep | N | N | N | N | Can view and update only the partners that are managed by the logged in user. Cannot create partners and invite them to join a program. |
| Vendor Employee - Channel Rep | N | Y | N/A | N | Can view and update any partners in the system. Cannot create partners and invite them to join a program. |
| Vendor Employee - Channel Rep | N | N | Y | N | Can view any partners in the system. Can update only those partners that are managed by the logged in user. Cannot create partners and invite them to join a program. |
| Vendor Employee - Channel Rep | N | N | N | Y | Can view and update all the partners that are managed by the logged in user. Can create partners and invite them to join a program. |
| Vendor Employee - Channel Rep | N | Y | N/A | Y | Can view and update any partners in the system. Can create partners and invite them to join a program. |
| Vendor Employee - Channel Rep | N | N | Y | Y | Can view any partners in the system. Can update only those partners that are managed by the logged in user. Cannot create partners and invite them to join a program. |
| Vendor Employee - Any other role | Y | N | N | N/A | Can view partners that are managed by the channel managers or channel representatives that report to the logged in user. The logged in user cannot update partner details. The logged in user cannot create partners and invite them to join a program. |
| Distributor - Channel Manager | Y | N/A | N/A | N | Can view only the partners that are managed by the logged in user and as well as the partners that are managed by the channel managers or channel representatives reporting to the logged in user. Cannot create partners and invite them to join a program. |
| Distributor - Channel Manager | Y | N/A | N/A | Y | Can view only the partners that are managed by the logged in user and as well as the partners that are managed by the channel managers or channel representatives reporting to the logged in user. Can create partners and invite them to join a program. |
| Distributor - Channel Rep | N | N/A | N/A | N | Can view only the partners that are managed by the logged in user. Cannot create partners and invite them to join a program. |
| Distributor - Channel Rep | N | N/A | N/A | Y | Can view only the partners that are managed by the logged in user. Can create partners and invite them to join a program. |
| Distributor - Any Other Role | N/A | N/A | N/A | N/A | No access to partner details. |
| Distributor - Any Role | N/A | N/A | N/A | N/A | No access to partner details. |
For the graphs in the channel manager dashboard to be displayed correctly, the Accounting Calendar must be set up and then the Refresh AS period days concurrent program must be run.
The Accounting Calendar is set up from the Oracle General Ledger application. Unless you are implementing Oracle Partner Management as a stand-alone application, the Accounting Calendar has most likely been set up already.
The Accounting Calendar is set up in Oracle Forms by a user with the General Ledger Super User responsibility.
The x-axis of the Sales Information graph is populated with data stored in the as_period_days table. Running the Refresh AS period days concurrent program populates this table with data from the General Ledger Accounting Calendar.
The graph's y-axis is populated with Sales data.
A business event is any event that might be of interest to customers or development teams. For managing partners, Oracle Partner Management has seeded the following business event:
oracle.apps.pv.partner.Profile.updateStatus: This event is raised every time the partner status changes
Oracle Partner Management provides features to assign indirect opportunities to partners, invite partners to enroll into a program and tools to determine performance of partners. Partner transactions like opportunity assignment, program enrollment etc. requires the partner status to be active. To determine if a partner is active, the following conditions need to be true:
Relationship between partner and vendor status is active and relationship is not end dated.
Partner Organization status is active
Vendor Organization status is active
Resource record tied to the partner is active in CRM resource manager
Whenever the partner status changes (from active to inactive or vice-versa), an Oracle Workflow business event is raised to indicate a change in the status of the partner. Customers can subscribe to the partner status business event to take appropriate action using the Define Business Event Subscriptions UI available under the Workflow Administrator Event Manager responsibility. The Workflow Business Event is seeded in the Add Business Event/Event Group UI available under Workflow Administrator Event Manager responsibility as follows:
| Column Name | Value |
|---|---|
| Internal Name | oracle.apps.pv.partner.Profile.updateStatus |
| Display Name | oracle.apps.pv.partner.Profile.updateStatus |
| Description | This event is raised every time the partner status changes. |
| Status | Enabled |
| Owner Name | Oracle Partner Relationship Manager |
| Owner Tag | PV |
| Customization Level | Limit |
Event Subscriptions to a business event typically perform any or all of the following actions:
Execution of custom pl/sql code
Sending the business event to a predefined workflow process
Asynchronous messaging using Oracle Advanced Queuing
Event subscriptions can be enabled or disabled through a user interface. You do not have to change the code.
As an example, this section discusses how a subscription works with the oracle.apps.ar.hz.Organization business event. The other subscriptions work in much the same way, except that some of the values change, for example, the Event Filter, Role Function, and Description. In this particular example, each time an organization-related partner qualifier (for example, Partner name, Annual revenue, Number of employee, Customer category and so on) values change, a workflow business event oracle.apps.ar.hz.Organization.update is raised to indicate that the organization information is updated.
The Phase value indicates the immediacy of response needed for the subscription. Any value less than 100 in that field means Immediate. A value more than 100 indicates that the notification can be Deferred, and sent out the next time that the scheduled concurrent request runs. Some business events, such as a partner self-registering, may require immediate attention, which is when a phase number below 100, such as 50 in the example, is used.
The following table lists the subscription setup fields for a business event, using the organization business event as an example.
| Column Name | Value |
|---|---|
| System | SEED11.WORLD |
| Source Type | Local |
| Event Filter | oracle.apps.ar.hz.Organization.update |
| Source Agent | - |
| Phase | 50 |
| Status | Enabled |
| Rule Data | Key |
| Customization Level | Limit |
| Rule Function | pv_tap_bes_pkg.organization_update_post |
| Workflow Type | - |
| Workflow Process | - |
| Out Agent | - |
| To Agent | - |
| Priority | Normal |
| Parameters | - |
| Owner Name | Partner Relationship Manager |
| Owner Tag | PV |
| Description | Create a changed partner record in PV_TAP_BATCH_CHG_PARTNERS table, whenever there is an updation in organization related partner qualifiers, resulting in re-definition of Channel team for that Partner Organization. |
The following are the partner subscriptions used in this release of Oracle Partner Management. The same format is used for subscriptions as is shown in the previous example; the specific details of four fields changes for each different subscription. Those fields are shown below.
Event Filter: oracle.apps.ar.hz.ContactPoint.update
Rule Function: pv_tap_bes_pkg.contactpoint_update_post
Phase: Immediate
Description: Create a changed partner record in the PV_TAP_BATCH_CHG_PARTNERS table, whenever there is an update of the organization contact point related partner qualifiers, resulting in redefinition of the Channel team for that Partner Organization.
Event Filter: oracle.apps.ar.hz.Location.update
Rule Function: pv_User_Resp_Pvt.manage_resp_on_address_change
Phase: Deferred
Description: Manage user responsibility when the location is updated.
Event Filter: oracle.apps.ar.hz.Location.update
Rule Function: pv_tap_bes_pkg.location_update_post
Phase: Immediate
Description: Create a changed partner record in the PV_TAP_BATCH_CHG_PARTNERS table whenever there is an update of organization location-related partner qualifiers, resulting in redefinition of the Channel team for that Partner Organization.
Event Filter: oracle.apps.ar.hz.Organization.update
Rule Function: pv_tap_bes_pkg.organization_update_post
Phase: Immediate
Description: Create a changed partner record in the PV_TAP_BATCH_CHG_PARTNERS table whenever there is an update in organization-related partner qualifiers, resulting in redefinition of the Channel team for that Partner Organization.
Event Filter: oracle.apps.ar.hz.PartySite.update
Rule Function: Pv_User_Resp_Pvt.manage_resp_on_address_change
Phase: Deferred
Description: Manage the user responsibility when the location is updated.
Event Filter: oracle.apps.ar.hz.PartySite.update
Rule Function: pv_tap_bes_pkg.partysite_update_post
Phase: Immediate
Description: Create a changed partner record in PV_TAP_BATCH_CHG_PARTNERS table, whenever there is an update to organization party site related partner qualifiers, resulting in redefinition of the Channel team for that Partner Organization.
Event Filter: oracle.apps.ar.hz.Relationship.create
Rule Function: Pv_ptr_member_type_pvt.terminate_partner
Phase: Deferred
Description: This is to used to update PV tables with the correct member type when the global-subsidiary relationship is activated outside the PVapplication.
Event Filter: oracle.apps.ar.hz.Relationship.update
Rule Function: Pv_ptr_member_type_pvt.terminate_partner
Phase: Deferred
Description: This is to update PV tables with correct member type and terminate active partner program memberships when the global-subsidiary relationship is inactivated outside the PV application.
Event Filter: oracle.apps.jtf.um.approveUTEvent
Rule Function: pv_user_mgmt_pvt.post_approval
Phase: Immediate
Description: Create user resource and responsibilities upon user registration approval
Event Filter: oracle.apps.pv.partner.Profile.updateStatus
Rule Function: PV_PG_MEMBERSHIPS_PVT.TERMINATE_PTR_MEMBERSHIPS
Phase: Deferred
Description: Terminate partner memberships upon partner status change
There are certain system profile options that must be set for the Channel Manager Dashboard to function properly. Refer to Appendix A, System Profile Options for a complete list of profile options for the Channel Manager Dashboard.
There are several concurrent programs that need to be run periodically for the Channel Manager Dashboard. Refer to Appendix C, Concurrent Programs, for information about setting up and running the programs.