Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 What's New in This Release

• What's New in Siebel Partner Relationship Management Administration Guide, Siebel Innovation Pack 2015
  • Additional Changes
• What's New in Siebel Partner Relationship Management Administration Guide, Siebel Innovation Pack 2014

2 About Siebel PRM

• What Is Siebel PRM?
• Siebel PRM Portal
  • Siebel PRM Portal Login Page
  • Siebel PRM Portal Screens
• Siebel PRM Manager
  • Screens Shared by the Siebel PRM Manager and Other Siebel Business Applications
  • Screens That Are Specific to the Siebel PRM Manager
• Supported Browsers
• Siebel PRM Mobile Web Client
• Siebel PRM Wireless Client

3 Setting Up Siebel PRM

• Installing Siebel PRM
• Activating Workflows for Siebel PRM
  • Activating the Registration Workflows
  • Activating the Commerce Workflows
  • Activating the Opportunity Management Workflows
  • Activating the Partner Program Workflows
• Configuring High Interactivity for Siebel PRM
• Configuring Siebel PRM
  • Configuring Online Help
• Personalizing Siebel PRM
• Setting Up Siebel PRM Web Services
• Setting Up Oracle Business Intelligence for Siebel PRM
• Process of Setting Up Siebel PRM
  • Setting Up the Organization Structure for Siebel PRM
  • Defining Partner Responsibilities
  • Setting Up Access Groups and Categories for Siebel PRM
  • Creating Price Lists for Siebel PRM
  • Setting Up Automatic Routing of Information for Siebel PRM
  • Adding Partner Companies and Employees
  • Creating CHAMP Metrics
• Configuring Visibility for Siebel PRM
  • About Visibility Enhancements in Siebel PRM
  • Configuring Visibility
    • Configuring Visibility of Pop-Up or Pick Applets in Siebel PRM
    • Configuring Visibility of Child Objects in Views
    • Allowing Users to Change the Primary on a Visibility Team

4 Setting Up Application Services Interfaces for Siebel PRM

• About Application Services Interfaces and Siebel PRM
• About Setting Up ASIs for Siebel PRM
  • Setting Up Opportunity Transfer for Siebel PRM
    • Setting Up Web Services for Opportunity Transfer
    • Assigning a Partner Port for Real-Time Opportunity Transfer
  • Additional Setup Tasks
  • Setting Up the Partner
  • Setting Up Shopping Cart Transfer for Siebel PRM
  • Setting Up Web Services for Shopping Cart Transfer
  • Assigning a Partner Port for Real-Time Shopping Cart Transfer
  • Change the PRM Portal Configuration File
  • Global Product Identifiers
  • Checking Setup of ATP
  • Additional ATP Setup Tasks
  • General Setup for ASIs for Siebel PRM
  • Activate Workflows
  • Assigning D-U-N-S Numbers
• Opportunity Transfer Workflows
  • Workflows to Transfer an Opportunity
  • Workflows to Update an Opportunity
  • Workflows to Receive an Opportunity Update
  • Update of the Status Field by These Workflows
  • Opportunity Sharing Build Siebel Message
  • Opportunity Sharing External Create
  • Opportunity Sharing External Query
  • Opportunity Sharing External Update
  • Opportunity Sharing Inbound or Outbound
  • Opportunity Sharing Pick Partner
  • Opportunity Sharing Receive Create Response
  • Opportunity Sharing Receive Update Response
  • Opportunity Sharing Set Update Status
  • Opportunity Sharing Siebel Create
  • Opportunity Sharing Siebel Query
  • Opportunity Sharing Siebel Update
  • PRM ANI Inbound Create Account Process
  • PRM ANI Inbound Addressing Change Process
• Shopping Cart Transfer Workflows
  • Workflows for Outbound Shopping Cart Transfer
  • Workflows for Inbound Shopping Cart Transfer
  • Transfer Cart Outbound Initial Workflow
  • Transfer Cart Outbound Request Process Workflow
  • Transfer Cart Outbound Create Header Process Workflow
  • Transfer Cart Outbound Create and Append Process Workflow
  • Transfer Cart Outbound Receive Acknowledgment Process Workflow
  • Transfer Cart Inbound Receive Process Workflow
  • Transfer Cart Inbound Create Cart Process Workflow
  • PRM ANI Inbound Create Account Process Workflow
  • Transfer Cart Inbound Create Contact Process Workflow
  • Transfer Cart Inbound Create Quote Process Workflow
  • PRM ANI Inbound Addressing Change Process Workflow
• Business Services Used by Siebel PRM ASIs
  • Conventions for Hierarchy Paths
  • Methods of the PRM ANI Utility Services
  • Append Hierarchy Method
  • Create Empty Hierarchy Method
  • Generate Key Method
  • Get Child Type Method
  • Get Hierarchy Value Method
  • Get System Preference Method
  • Isolate Integration ID Method
  • Load Child Hierarchy Method
  • Parse Key Method
  • Query Business Component Method
  • Detach Hierarchy Method
  • Set Child Type Method
  • Set Hierarchy Value Method

5 Working with New Partners

• About Partner Registration and Enrollment
• The Siebel PRM Portal Home Page
• Providing Information for Public Users of Siebel PRM
• Setting Up a Partner Company Identifier
• About Applying for User IDs
  • Registering for a User ID (Partner Employee)
  • Applying for Partnership (Company)
  • Registering for a User ID (Partner Employee) for Siebel Open UI
  • Applying for Partnership (Company) for Siebel Open UI
  • Configuring the Individual Partner Homepage
  • Controlling Individual Partners' Access to Data
    • Assigning Master Data to Individual Partners
    • Controlling the Screens Visible to Individual Partners
  • Thanking Individual Partners for Registering
• About Enrolling New Partner Companies
• Process of Enrolling a New Partner Company
  • Displaying and Assessing Prospective Partner Companies
  • Adding a Partner Record by Qualifying a Partner Company
  • Registering the Partner Company
    • About Placing the Partner Company in the Organization Hierarchy
    • About Specifying the Partner Manager for a Partner Company
    • Registering the Partner Company
  • Assigning Responsibilities to the Partner Company
  • Assigning Positions to the Partner Company
  • Assigning Master Data to the Partner Company
  • Adding User Assignments at the Partner Company
  • Contacting the New Delegated Administrator
  • Adding Locations for the Partner Locator
  • Completing the Partner Profile
    • Entering the Partner's Competitors and Existing Partnerships
    • Entering the Partnership Profile
    • Giving Your Employees Access to the Partner in My Partners View
  • Other Ways of Adding Partner Records
    • Adding a New Partner Record Manually
    • Converting a Customer Account to a Partner
• Delegated Administration for Partners
  • Delegated User Administration for Partners
    • Adding Positions
    • Adding Users
    • Giving Users Visibility to Different Organizations
  • Delegated Catalog Administration for Partners
    • Adding Items to Catalogs
  • Delegated Communication Administration for Partners
    • Setting Up Drivers and Parameters
    • Associating a Driver with Partner Employees

6 Working with Partner Programs

• About Partner Programs
• Process of Setting Up Partner Programs
  • Creating Partner Programs
  • Specifying Partner Program Approval Method
  • Associating Entitlements with Partner Programs
  • Setting Up Partner Program Applications
  • Adding Literature to Partner Programs
  • Setting Up Related Partner Programs
  • Setting Up Partner Program Tier Groups
  • Setting Up Partner Program Catalogs
  • Making Programs Visible to Partners
• Eligibility Administration for Partner Programs
  • Creating a Partner Programs Eligibility List Manually
  • Creating a Partner Programs Eligibility List Using Oracle Business Intelligence Data load
    • Creating a Refresh Schedule
    • Using Oracle Business Intelligence Data Load
• Applying to Partner Programs (Partner)
• Process of Reviewing Applications to Partner Programs
  • Accepting a Partner Program Application
  • Reviewing Application Inbox Information
    • Viewing Application Details
    • Viewing Application Attachments
    • Viewing Application Activities
    • Viewing the Application Audit Trail
    • Viewing Application MDF Programs
    • Viewing Program Membership History
  • Adding Program Entitlements to Partner Agreements
  • Approving a Partner Program Application
  • Rejecting a Partner Program Application
  • Notifying Partner of Application Approval by Email
• Partner Program Administration
  • Updating Partner Program Membership Records
  • Performing Mass Updates of Partner Programs
    • Creating a Mass Update List Manually
    • Creating a Mass Update Using Oracle Business Intelligence Data Load
    • Executing a Mass Update List
  • Associating MDF Programs with Existing Partner Programs
  • Adding Agreements with Partner Program Members
  • Terminating a Partner Program Membership
  • Partner Program Membership Renewal
• Partner Program Workflows

7 CHAMP Planning

• About CHAMP Planning
• Scenario for CHAMP Planning
• Process of Using the Siebel PRM CHAMP Planning Module
  • Creating CHAMP Metrics
    • Viewing CHAMP Metrics
    • Adding New CHAMP Metrics
  • Creating Partnership Initiatives
    • Adding an Initiative
    • Adding Partners as Participants in an Initiative
  • Creating Partner Plans
    • About CHAMP Partner Plan Lists
    • Adding a Plan and Its Highlights
    • Adding Objectives to the Plan
    • About CHAMP Objectives Lists
    • Associating Opportunities with Each Revenue Objective
    • Adding an Action Plan and Resources for Each Objective
  • Adding Notes to the Plan
    • Approving the Plan Internally and Publishing It to the Partner
  • Approving the Plan Jointly with the Partner
  • Executing the CHAMP Plan
  • Evaluating Partner Performance
  • Reviewing Partner Performance

8 Sharing Data with Partners

• About Transactional and Master Data
• Sharing Transactional Data with Partners
  • Assigning Opportunities to a Partner
  • Viewing a Partner's Opportunities
  • Assigning Service Requests to a Partner
  • Viewing Partner Service Requests
  • Assigning Customer Accounts to a Partner
  • Assigning Contacts to a Partner
  • Assigning Activities to a Partner
  • Viewing a Partner's Quotes
  • Assigning an Order to a Partner Employee
  • Assigning Assets to Partners
  • Assigning Inventory to Partners
  • Sharing Files with Partners
• Process of Sharing Master Data with Partners
  • Creating Categories and Access Groups
  • Adding Partner Companies to Access Groups
  • Adding Master Data to Categories
  • Assigning Price Lists to Partner Companies

9 Managing Sales with Siebel PRM

• About Managing Sales with Siebel PRM
• Examples for Partner-Led Sales
  • Example of Brand Owner Creating Opportunities and Assigning Them to Partners
    • Entering Opportunities (Brand Owner)
    • Assigning Opportunities to Partners (Brand Owner)
    • Working on the Opportunity (Partner)
    • Tracking the Opportunity (Brand Owner)
  • Example of Brand Owner Creating Opportunities and Transferring Them to Partners
    • Setting Up ASIs for Opportunity Transfer (Brand Owner)
    • Entering an Opportunity and Transferring It to a Partner (Brand Owner)
    • Working on the Opportunity (Partner)
    • Tracking the Opportunity (Brand Owner)
  • Example of Partners Creating and Working on Opportunities
    • Entering Opportunities (Partner)
    • Sharing Opportunities (Partner)
    • Tracking Opportunities (Partner)
    • Tracking Opportunities (Brand Owner)
• Examples for Collaborative Selling
  • Example of Brand Owner Creating Opportunities and Brand Owner and Partner Working Together on Them
    • Entering the Opportunities (Brand Owner)
    • Assigning Opportunities to Brand Owner Sales Agents (Brand Owner)
    • Assigning Opportunities to Partners (Brand Owner)
    • Working Together on Opportunities (Brand Owner and Partner)
  • Example of Partner Creating Opportunities and Brand Owner and Partner Working Together on Them
    • Using Assignment Manager to Add Brand Owner Employees to the Sales Team (Brand Owner)
    • Entering Opportunities (Partner)
    • Working Together on Opportunities (Brand Owner and Partner)
  • Example of Partner Creating Opportunities and Assigning Them to Brand Owner
    • Entering the Opportunities (Partner)
    • Assigning Opportunities to Brand Owner Sales Agents (Brand Owner)
    • Notifying Sales Agents (Brand Owner)
    • Working On the Opportunities (Brand Owner)
    • Tracking opportunities (Brand Owner)
  • Example of a Customer Transferring a Shopping Cart From the Brand Owner's Web Site to a Partner
    • Setting Up a Web Site to Sell to Customers (Brand Owner)
    • Making a Purchase at the Brand Owner's Web Site (Customer)
    • Fulfilling the Order (Partner)
• Opportunity Management Workflows
• Examples for Forecasting Partner Revenue
  • Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue
  • Creating the Forecast Series
  • Creating the Forecast
  • Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization
  • Example of the Brand Owner Creating a Rollup Forecast of Annual Revenue for a Partner Organization
    • Setting Up the Reporting Hierarchy
    • Creating the Forecast Series
    • Creating the Forecast
  • Example of the Brand Owner Forecasting Revenue for All Partners that a Partner Manager Oversees
    • Creating the Forecast Series
    • Creating the Forecast
• Examples of Partners Forecasting Their Revenue Without the Brand Owner Viewing Forecasts
  • Example of the Channel Manager Creating a Direct Partner Forecast Series
  • Example of Multiple Partner Employees Creating Rollup Forecasts
• Using Presentations and Proposals

10 Managing Service Requests with Siebel PRM

• About Managing Service Requests with Siebel PRM
• About Managing Customer Service Requests with Siebel PRM
• Examples for Partner-Led Customer Service
  • Example of the Partner Receiving Service Requests and Logging Them for Tracking Purposes
    • Logging Service Requests (Partner)
    • Assigning Service Requests (Partner)
    • Fulfilling Service Requests (Partner)
    • Tracking Service Requests (Partner)
    • Tracking Service Requests (Brand Owner)
  • Example of the Brand Owner Receiving Service Requests and Assigning Them to the Partner
    • Entering Service Requests (Brand Owner)
    • Assigning Service Requests to Partners (Brand Owner)
    • Working on Service Requests (Partner)
    • Tracking Service Requests (Brand Owner)
• Examples for Collaborative Customer Service
  • Example of the Partner Logging Service Requests and Working on Them with the Brand Owner
    • Logging Service Requests (Partner)
    • Using Self-Service to Get Help (Partner)
    • Responding to the Partner's Self-Service Request (Brand Owner)
  • Example of the Partner Logging Service Requests and Transferring Them to the Brand Owner
    • Entering Service Requests (Partner)
    • Assigning Service Requests to Brand Owner Employees (Brand Owner)
    • Working on Service Requests (Brand Owner)
    • Tracking the Service Request (Brand Owner)
• Examples of Field Service with Siebel PRM
  • Example of the Brand Owner and Partner Managing Inventory
    • Setting up an Inventory Location for the Partner (Brand Owner)
    • Transferring Products to the Inventory Location (Brand Owner)
    • Finding Needed Parts (Partner)
    • Monitoring Partner Inventory Level (Brand Owner)
  • Example of the Partner Responding to Service Requests for Assets
    • Assigning Assets to a Partner (Brand Owner)
    • Logging a Service Request Against the Asset (Partner)
    • Looking at the History of the Asset (Partner)
    • Monitoring a Partner's Service of Assets (Brand Owner)
• About Managing Partners' Service Requests
  • Assigning Service Requests
  • Scenario Using Partner Self-Service
• Solutions and SmartScripts with Siebel PRM
  • Scenario Using Solutions and SmartScripts to Help Partners
  • Making Solutions Available to Partners
  • Making Troubleshooting or Instruction SmartScripts Available to Partners

11 Managing Marketing Campaigns with Siebel PRM

• About Managing Marketing Campaigns
• Collaborative Marketing with Partners
  • Planning Collaborative Marketing Campaigns
  • Managing Collaborative Marketing Campaigns
• About Marketing to Partners
  • Creating and Executing Campaigns for Marketing to Partners
  • Making Campaign Offers to Partners
• Marketing by Your Partners

12 Managing Partner Commerce

• About Partner Commerce
• Setting Up Partners for Standard, Power, and Personal Commerce
• About Standard Partner Commerce
  • Partners Shopping for Themselves
  • Partners Shopping for Customers
    • Shopping for Customers Using Standard Partner Commerce
    • Shopping for Customers Using Power Partner Commerce
• Disabling Partner Commerce Workflows
• Removing the PRM Portal Shopping Cart Toolbar

13 Partner-to-Partner Collaboration

• About Partner Collaboration
• Example of Partner Collaboration
  • Locating Other Partners and Sending Collaboration Requests (Initiating Partner)
  • Accepting the Collaboration Request (Invitee Partner)
  • Creating a Collaboration (Initiating Partner)
  • Adding Resources to the Collaboration (Initiating and Invitee Partner)
  • Sharing Opportunities (Initiating and Invitee Partner)
  • Monitoring Their Collaborations (Initiating and Invitee Partner)
  • Monitoring All Collaborations (Brand Owner)
• About Siebel Projects
• Example of Using Siebel Projects for Partner-To-Partner Collaboration
  • Creating a New Project (Initiating Partner)
  • Locating Other Partners and Adds Them to this Project (Initiating Partner)
  • Adding Their Employees to the Project (Initiating and Invitee Partners)
  • Working Together on the Project (Initiating and Invitee Partners)
  • Tracks the Partners' Work (Brand Owner)

14 Managing Design Programs

• About Design Programs
  • About Design Program Users
• Scenario for a Partner or Distributor Creating a Design Program
• Scenario for a Vendor Creating a Design Program
• Roadmap for Managing a Design Program
  • Process of Setting Up a Design Program
    • Configuring Design Opportunity Status
    • Defining Design Opportunity Approvers
    • Defining Design Registration Approvers
  • Creating a Design Program
  • Creating a Design Opportunity
  • Creating a Design Registration
  • Approving a Design Opportunity
  • Approving a Design Registration

15 Working with Special Pricing Authorization

• About Special Pricing Authorization
• Scenario for Initiating an SPA Request
• Process of Setting Up Special Pricing Authorization
  • Setting Up the SPA Approval Flow
  • Activating HTIM SPA Workflows
  • Setting Up Price Lists
  • Assigning a Price List to a Partner
• Process of Managing SPA Quotes and Claims
  • Submitting an SPA Quote
  • Reviewing and Approving SPA Quotes
  • Submitting an SPA Claim
    • Point-Of-Sale Reports and SPA Reports
  • Validating an SPA Claim
• About SPA Workflows
  • HTIM SPA Quote Approval Workflow
  • HTIM SPA Validate Claim Items Workflow

16 Working with Deal Registrations

• About Deal Registrations
• Scenario for Registering a Deal
• Setting Up the Deal Registration Approval Flow
• Submitting a Deal Registration
• Approving a Deal Registration

17 Using Market Development Funds

• About Market Development Funds
• Process of Working with a Market Development Fund
  • Making Market Development Funds Visible to Partners
  • Creating Market Development Funds
    • About Fund Design Lists
    • Creating a New Fund Record
    • Adding Partner Companies as Fund Participants
    • Adding Funding to the Market Development Fund
  • Setting Up Fund Approval Authorization
    • Authorizing Employees to Approve Fund Requests
  • Changing the Partner Manager Field
  • About Fund Request Lists
  • Initiating a Fund Request
  • Adding Attachments, Activities, and Activity Plans to MDF Requests
    • Adding Attachments to Fund Requests
    • Adding Activities to Fund Requests
    • Adding Activity Plans to Fund Requests
  • Viewing Fund Requests for a Partner Company
    • Viewing the Status of a Fund Request
  • Reviewing a Fund Request
  • Viewing a Fund's Checkbook
• The Advanced MDF Option
  • Overview of Advanced MDF Option
  • Key Features of MDF Management
  • Scenario for MDF Management
  • Process of Setting Up MDF Programs
    • Creating MDF Snapshot Periods
    • Making Partners Eligible for MDF Participation
    • Enabling the HTIM MDF Period Ending Process Workflow
    • Setting Up MDF Approval Authority Limits
  • Creating an MDF Program and Program Account
  • Setting Up a Program Account's First Snapshot
  • Removing a Participant From an MDF Program
  • Adding a Credit to a Program Account
    • Overview of How Credits Affect the Monthly Snapshot
  • Creating a Preapproval
  • Reviewing a Preapproval
  • Creating a Claim
  • Reviewing a Claim
  • About MDF Debits
  • HTIM MDF Period Ending Process Workflow

18 Managing Your Partners

• About Tracking Partner Information
  • Using the Partner and Partnership Profile
    • The Partner Profile
    • Entering the Partnership Profile
  • Entering Partner Management Activities
    • Entering Partner Management Activity Plans
  • Entering Partner Agreements
  • Adding Partner Company Attachments
  • Entering Partner Contacts
  • Entering Partnership Contacts
  • Adding Notes About a Partner Company
  • Creating a Partner Company Organization Chart
  • Uploading Partner Logos
• Process of Certifying Your Partners
  • Creating Certification Metrics
  • Creating Certification Templates
  • Associating Certifications with a Partner Company
  • Recording Partners' Progress
  • Checking a Partner's Progress
  • Displaying Certified Partners
  • Displaying Certifications Across Partners
  • Configuring Autopopulation of Partner Certification Criteria
• About Communicating with Your Partners
  • Using Partner Alerts
    • Creating Partner Alert Keywords
    • Creating Partner Alerts
  • Using Siebel Briefings, Content Services, and Content Broker
  • Administering Partner Satisfaction Surveys
    • Viewing the Results of Partner Satisfaction Surveys
    • Configuring Partner Satisfaction Surveys

19 Reporting on Partner Performance

• About Partner Performance and Reporting
• Using CHAMP Planning and Partner Performance Reports
• Using Assessments to Evaluate Partner Performance
• Using Siebel PRM Reports
• Oracle Business Intelligence Enterprise Edition Partner Reports
  • Siebel Partner Analysis
  • Viewing Available Oracle Business Intelligence Enterprise Edition Reports
  • Siebel Portal Analytics

20 Siebel Agent Portal

• About Siebel Agent Portal
• Differences of Agent Portal from Siebel PRM
• Differences in the Partner Portal and Partner Manager
  • Siebel Agent Portal
  • Siebel Insurance Partner Manager
  • Added Views of the Partner Screen
  • Added Views of the Partner Operations Screen
  • The Agents Screen
• Adding New Partners
• Sharing Data with Partners
  • Viewing a Partner's Call Reports
  • Assigning Claims to a Partner
  • Viewing a Partner's Policies and Quotes
  • Assigning Households to an Agent
• Managing Sales, Service, Marketing and Partner Commerce
• Managing Your Partners
  • Added Views in the Partner Screen
    • Entering Contracts
    • Entering Errors and Omissions Insurance Information
    • Entering Licenses and Appointments
  • The Added Agents Screen

21 Siebel PRM for Finance

• About Siebel PRM for Finance
• Differences of Siebel PRM for Finance from Siebel PRM
• Differences in the Partner Portal and Partner Manager
  • Siebel Partner Portal
  • Siebel Finance Partner Manager
• Adding New Partners
• Sharing Data with Partners
  • Viewing a Partner's Call Reports
• Managing Sales, Service, Marketing and Partner Commerce
• Managing Your Partners

22 Siebel Healthcare Provider Portal

• About Siebel Healthcare Provider Portal
• Overview of Healthcare Provider Portal from Siebel PRM
• Differences in the Partner Portal and Partner Manager
  • Siebel Healthcare Provider Portal
  • Siebel Healthcare Partner Manager
• Adding New Partners
• Sharing Data with Partners
  • Sharing Claims with Healthcare Providers
  • Viewing Information About Healthcare Facilities
  • Sharing Members with Healthcare Providers
  • Viewing Information about Healthcare Providers
  • Sharing Referrals and Authorizations with Healthcare Providers
• Managing Sales, Service, Marketing and Partner Commerce
• Managing Your Partners

23 Siebel Service Provider Portal

• About Siebel Service Provider Portal
• Differences of Service Provider Portal from Siebel PRM
• Differences in the Partner Portal and Partner Manager
  • Siebel Service Provider Portal
  • Siebel Insurance Partner Manager
• Adding New Partners
• Sharing Data with Partners
  • Sharing Claims with Service Providers
  • Claim Elements
• Managing Sales, Service, Marketing and Partner Commerce
• Managing Your Partners
• Sections that Do Not Apply

24 Siebel Group Portal

• About Siebel Group Portal
• Differences of Siebel Group Portal from Siebel PRM
• Differences in the Partner Portal and Partner Manager
  • Siebel Group Portal
  • Siebel Healthcare Partner Manager
• Using the Group Administrator Role
• Adding New Partners
  • Add Partner Companies Directly
  • Add Delegated Administrators
• Sharing Data with Partners
  • Sharing Group Policies with the Employer Groups
  • Sharing Information About Facilities
  • Viewing Information About Group Members
  • Viewing Information About Providers
  • Facility Locator and Provider Locator
• Managing Sales, Service, Marketing and Partner Commerce
• Managing Your Partners
• Sections that Do Not Apply

25 Siebel PRM for Communications, Media, and Energy

• About Siebel PRM for Communications, Media, and Energy
• Differences of Siebel PRM for CME from Siebel PRM
• Support for Complex Account Structures
• Support for Complex Ordering Process
• Association of Agreements with Orders or Service Items
• Support for Credit Management
• Support for Fraud Management

26 Siebel PRM for Consumer Goods

• About Siebel PRM for Consumer Goods
• Partner Company Setup
• Your Work with Partners
• High Interactivity and Standard Interactivity

27 Siebel Cross-Industry PRM

• About Siebel Cross-Industry PRM
• Differences of Siebel Cross-Industry PRM from Siebel PRM

28 Siebel Public Sector Provider Portal

• About Managing Public Sector Service Providers
  • Overview of Setup and Use
  • Types of Information That Agencies and Service Providers Share
• Differences Between Siebel Public Sector and Siebel PRM
  • Differences in Managing Service Providers and in the Siebel Public Sector Provider Portal
    • Siebel Public Sector Screens for Managing Service Providers
    • Siebel Public Sector Provider Portal
  • Differences in Business Use Between Siebel PRM and Siebel Public Sector
• Scenario for Using Siebel Public Sector to Work with Service Providers
• Tasks for Setting Up Siebel Public Sector to Work with Service Providers
  • Integrating Siebel Public Sector Provider Portal with External Applications
    • Integrating with External Procurement Applications
    • Integrating with Contract Management Systems
  • Modifying Lists of Values for Managing Public Sector Providers
    • Modifying Values in Multivalue Groups
    • Modifying Values in Picklists
  • Creating Products for Public Sector Service Providers
  • Creating Price Lists for Public Sector Service Providers
  • Activating or Inactivating Navigation Links for the Service Provider Portal
• Process of Setting Up New Service Providers
  • Adding New Service Providers to Siebel Public Sector
    • Adding Service Providers Who Apply Using Paper Forms
    • Adding Service Providers from Accounts
  • Adding Users of Siebel Public Sector Provider Portal (Service Provider)
  • Managing Service Provider Profiles
  • Managing Service Provider Profiles (Service Provider)
  • Specifying Price Lists for Service Providers
  • Adding Agreements with Service Providers
  • Adding the Initial Inventory for Service Providers
• Process of Referring Benefits Cases to Service Providers
  • Creating Referral Orders for Benefits
  • Submitting Referral Orders
  • Accepting or Rejecting Referrals (Service Provider)
  • Managing Inventory for Accepted Referral Orders (Service Provider)
  • Checking the Status of Referrals
• Agency Tasks
  • Adding Addresses for Service Providers
  • Viewing and Updating Referral Orders
  • Sharing Information About Cases with the Service Provider
• Service Provider Tasks
  • Managing Inventory (Service Provider)
  • Viewing Referral Orders (Service Provider)
  • Viewing Agreements (Service Provider)
  • Viewing Cases (Service Provider)
  • Sharing Information About Cases with the Agency (Service Provider)
    • Adding Activities to Cases
    • Adding Attachments to Cases
    • Adding Service Requests to Cases
    • Adding Notes to Cases
    • Associating Contacts with Cases
• Workflow Reference for Siebel Public Sector Provider Portal
  • PUB Create Order Workflow
  • SWIPUBSendOrder Workflow
  • PUB Create Asset From Agreement Item Workflow

Index