Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM >

Activating Workflows for Siebel PRM

In order to use Siebel PRM, you must activate the Registration and Commerce workflows. Siebel PRM also includes other workflows that you might want to activate. For more information about activating workflows, see Siebel Business Process Framework: Workflow Guide.

Activating the Registration Workflows

You must activate the Registration workflows to let new partners register through the Siebel PRM Portal. For more information about partner registration, see Working with New Partners.

Activate the following User Registration workflows:

• User Registration Process
• User Registration SubProcess
• User Registration Initial Process
• User Registration Forgot Password Process

In addition to above workflows, for Siebel Partner Portal Open UI you must activate the following User Registration workflows:

• User Registration Forgot Password Process - CX Partner Portal
• User Registration Process OUI
• User Registration SubProcess OUI

After you activate the User Registration workflows, navigate to the Administration - Runtime Events screen and then the Events view. In the Event List, click the Reload Runtime Events Menu option.

Activating the Commerce Workflows

Activate the Commerce workflows to allow partner commerce. For more information about partner commerce, see Managing Sales with Siebel PRM.

Activate the following commerce workflows:

• All workflows in which the Group field has the value eSales.
• The workflow named "eChannel - Cancel Order Process"
• The workflow named "eChannel Go to Current Quote View (eSales)"
• The workflow named "eChannel Shopping Cart Scenarios Workflow"

Activating the Opportunity Management Workflows

Siebel PRM includes the following workflows that provide email notification about the status of opportunities in order to facilitate the sales process. You might choose to activate these, depending on your business model.

Activate the following opportunity management workflows:

• Email Notification of Assigned Opportunity
• Email Notification of Pending Opportunity
• Email Notification of Inactive Opportunity
• Email Notification of Lost Opportunity
• Email Notification of Won Opportunity

For more information about these workflows, see the topic about opportunity workflows in Siebel Applications Administration Guide.

Activating the Partner Program Workflows

Siebel PRM includes workflows used in partner programs. Activate the following workflows:

• PPR Auto Approval Workflow
• PPR Expire Membership
• PPR Send Approval Email
• PPR Set Partner Program Inactive
• PPR Agreement Association Process
• PPR Agreement Cancel Process
• PPR Can Apply To Partner Program Process
• PPR Can Renew Program Membership Process
• PPR Get Partner Program Applications Process
• PPR Get Partner Program Memberships Process
• PPR Get Partner Programs Process
• PPR Membership Activation Workflow
• PPR Program Product Creation Workflow
• PPR Submit Partner Program Membership Application Process