Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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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.
You must activate the Registration workflows to let new partners register through the Siebel PRM Portal. For more information about partner registration, see Chapter 5, "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.
Activate the Commerce workflows to allow partner commerce. For more information about partner commerce, see Chapter 9, "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"
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.
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