Oracle CRM On Demand Documentation Library: Page Section Layouts for the Channel Manager Role Page Layouts

Table 4 shows the page section layouts that company administrators typically set up in the page layouts for the Channel Manager role.

Table 4. Page Section Layouts for the Channel Manager Role Page Layouts
Page Layout	Page Section Layout
Accreditation Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Accreditation ID
	Primary Product Category
	Primary Product
	Available Till
	Accreditation Details
	Validity (Months)
	Renewable
	Website
	Currency
	Accreditation Fee
	Payment Options
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Accreditation Request Page Channel Manager Layout	Key Request Information
	Accreditation
	Objective
	Request Date
	Accreditation Number
	Renewable
	Partner
	Accreditation Date
	Accreditation Status
	Expiration Date
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Application Page Channel Manager Layout	Company Profile
	Name
	Location
	Main Phone #
	Main Fax #
	Web Site
	Number of Employees
	Annual Revenue
	Industry
	Owner
	Address
	Application Submitted By
	First Name
	Last Name
	Work Phone #
	Cellular Phone #
	Work Fax #
	Email Address
	Job Title
	Submission Status
	Current Approver
	Partnership Information
	Approval Status
	Submitted Date
	Approved Date
	Processed By: Name
	Reject Reason
	Created
	Partner Program
	Program Level
	Partner Type
	Expected Partnership Benefits
	Existing Partnerships
	Modified
	Additional Information
	Source
	Campaign
	Application ID
	Partner
Business Plan Page Channel Manager Layout	Key Plan Information
	Plan Name
	Period
	Period: Start Date
	Period: End Date
	Type
	Status
	Principal Partner Account
	Product Name
	Plan Revenue
	Currency
	Owner
	Description
	SWOT Analysis
	Strengths
	Weaknesses
	Opportunities
	Threats
Certification Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Certification ID
	Primary Product Category
	Primary Product
	Available Till
	Certification Details
	Validity (Months)
	Renewable
	Website
	Currency
	Certification Fee
	Payment Options
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Certification Request Page Channel Manager Layout	Key Request Information
	Certification
	Objective
	Request Date
	Certification Number
	Renewable
	Candidate
	Certification Date
	Certification Status
	Expiration Date
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Course Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Course ID
	Primary Product Category
	Primary Product
	Available Till
	Course Details
	Duration (Hours)
	Course Length (Days)
	Format
	Medium
	External Unique ID
	Website
	Hands-On Lab
	Exam
	Currency
	Course Fee
	Payment Options
	Objective
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Course Enrollment Page Channel Manager Layout	Key Enrollment Information
	Course
	Objective
	Enrollment Date
	Enrollment Status
	Candidate
	Enrollment Number
	Completion Date
	Course Partner
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
Deal Registration Page Channel Manager Layout	Deal Registration Key Information
	Name
	Type
	Submission Status
	Expiration Date
	Special Price Reqd
	ID
	Principal Partner
	Principal Partner Location
	Partner Program
	Support Reqd
	Opportunity Information
	Associated Opportunity
	New Opportunity
	Currency
	Deal Size
	Close Date
	Product Interest
	Next Step
	Customer Information
	Associated Customer
	New Customer
	Company Name
	Country
	Address 1
	Address 2
	City
	Province
	Post Code
	Fax
	Associated Contact
	New Contact
	Mr./Ms.
	First Name
	Middle Name
	Last Name
	Job Title
	Email
	Telephone #
	Cell Phone
	Approval Information
	Approval Status
	Current Approver
	Final Approver
	Submitted Date
	Approved Date
	Reject Reason
	Additional Information
	Owner
	Owner Partner Account
	Originating Partner Account
	Created
	Modified
	Description
Exam Page Channel Manager Layout	Key Information
	Name
	Type
	Status
	Available From
	Exam ID
	Primary Product Category
	Primary Product
	Available Till
	Exam Details
	Number of Questions
	Time Allowed (Minutes)
	Maximum Score
	Passing Score
	Validity (Months)
	Website
	Format
	Medium
	Grading Method
	Currency
	Exam Fee
	Payment Options
	Contact Information
	Contact
	Contact: First Name
	Contact: Last Name
	Contact: Account
	Contact: Email
	First Name
	Last Name
	Account
	E-mail
	Phone
	Additional Information
	Created By
	Created: Date
	Owner
	Modified By
	Modified: Date
	Description
Exam Registration Page Channel Manager Layout	Key Information
	Exam
	Objective
	Registration Date
	Registration Status
	Exam Partner
	Score Expires On
	Candidate
	Registration Number
	Completion Date
	Score Achieved
	Grade Achieved
	Exam Date
	Additional Information
	Owner
	Description
Fund Page Channel Manager Layout	Key Fund Information
	Fund ID
	Fund Name
	Start Date
	End Date
	Status
	Type
	Partner
	Target Amount
	Total Credits
	Total Debits
	Balance
	Total Pre-Approved
	Balance After Pre-Approvals
	Allow Negative Balance
	Fund Currency
	Owner
Fund Request Page Channel Manager Layout	Key Fund Request Information
	Request Id
	Fund Request Name
	Fund
	Type
	Status
	Opportunity
	Opportunity Account
	Due Date
	Fund Request Currency
	Preapproval Information
	Pre-Approval Req
	Granted
	Pre-Approval Date
	Begin Date
	End Date
	Claim Information
	Claim Req.
	Approved
	Request Date
	Claim Decision Date
	Additional Information
	Owner
	Owner Account
	Channel Manager
	Approver
Lead Page Channel Manager Layout	Key Lead Information
	Mr. Ms
	First Name
	Last Name
	Company
	Job Title
	Created External
	Primary Phone #
	Cellular Phone
	Work Fax #
	Email
	Never Email
	Modified External
	Opportunity Related Information
	Status
	Rating
	Product Interest
	Potential Revenue
	Estimated Close Date
	Next Step
	Lead Currency
	Source
	Campaign
	Industry
	Annual Revenues
	Number of Employees
	Owner Information
	Owner Full Name
	Ownership Status
	Reassign Owner
	Owner Account
	Channel Manager
	Sales Person
	Additional Information
	Associated Account
	Associated Contact
	Associated Opportunity
	Billing
	Website
MDF Request Page Channel Manager Layout	Key MDF Request Information
	Request ID
	Request Name
	Principal Partner Account
	Fund
	Submission Status
	Due Date
	Expiration Date
	Campaign
	Marketing Purpose
	Region
	Category
	Partner Program
	MDF Request Currency
	MDF Request Detail Information
	Start Date
	End Date
	Amount Requested
	Amount PreApproved
	Approval Status
	Request Date
	Submitted Date
	Pre-Approval Date
	Approver
	Last Approved By
	Reason Code
	Claim Information
	Total Claim Amount Requested
	Total Claim Amount Approved
	Claim Status
	Claim Decision Date
	Additional Information
	Owner
	Modified
	Owner Partner Account
	Description
Objective Page Channel Manager Layout	Key Objective Information
	Objective Name
	Plan Name
	Type
	Status
	Account Name
	Contact Name
	Product Name
	Period
	Period: Start Date
	Period: End Date
	Target Information
	Objective Revenue
	Currency
	Exchange Date
	Target Audience
	Objective Target
	Objective Units
	Additional Information
	Created
	Description
	Owner
	Modified
Opportunity Page Channel Manager Layout	Key Opportunity Information
	Opportunity Name
	Account
	Sales Stage
	Next Step
	Registration Status
	Approval Status
	Revenue
	Partner Program
	Close Date
	Forecast
	Opportunity Currency
	Territory
	Sales Detail Information
	Status
	Priority
	Lead Source
	Opportunity Type
	Product Interest
	Probability%
	Expected Revenue
	Source Campaign
	Reason Won/Lost
	Registration Information
	Registration Status*
	Registered Partner*
	Registration Expires*
	Registered Partner Location*
	Owner Information
	Owner
	Ownership Status
	Approver
	Owner Account
	Reassign Opportunity
	Channel Account Manager
	Additional Information
	Modified By:
	Created By:
	Modified: Date External
	Created:
Partner Page Channel Manager Layout	Key Partner Information
	Partner Name
	Primary Partner Type
	Location
	Partner Organization Status
	Maximum Number of Users
	Main Phone #
	Main Fax #
	Web Site
	Price List
	Number of Active Users
	Profile Information
	Description
	Additional Company Profile
	Billing
	Company Identifier
	Annual Revenues
	Number of Employees
	Industry
	Shipping
	Expertise
	Region
	Partner Currency
	Additional Information
	Created
	Owner
	Owner Partner Account
	Originating Partner Account
	Modified External
	Channel Account Manager
	Principal Partner Account
Price List Page Channel Manager Layout	Key Price List Information
	Price List Name
	Effective From
	Effective To
	Type
	Status
	Currency
	Additional Information
	Created
	Description
	Modified
Price List Line Item Page Channel Manager Layout	Key Product Information
	Price List
	Product
	Effective From*
	Effective To
	Product: Part #
	Price Type
	List Price
	Key Product Line Item Information
	Created
	Description
	Modified
Service Request Page Channel Manager Layout	Contact Information
	Service Number
	Account
	Principal Partner Account
	Principal Partner Account: Channel Account Manager Alias
	Contact
	Work Phone #
	Email
	Service Detail Information
	Area
	Cause
	Type
	Source
	Product
	Error Message
	Next Step
	Priority
	Status
	Opened Time
	Closed Time
	Owner
	Reassign Owner
	Owner Partner Account
	Customer Satisfaction
	Last Survey Outcome
	Overall Service Experience
Solution Page Channel Manager Layout	Solution Detail Information
	Solution ID
	Title
	Product
	Product Category
	Solution Rating
	Number of Ratings
	Status
	Published
	Publish to PRM
	Externally Published
	Service Request Count
	Created External
	Modified External
Special Pricing Product Page Channel Manager Layout	Key Product Information
	Product
	Product: Product Category
	Quantity
	Currency
	Product: Part #
	Product: Type
	Product: Status
	MSRP
	Special Pricing Request Detail Information
	Purchase Cost
	Requested Cost
	Requested Resale Price
	Authorized Cost
	Suggested Resale Price
	Requested Amount
	Requested Discount Percent
	Authorized Amount
	Authorized Discount Percent
	Special Pricing Request Justification
	Competitor Name
	Competitor Product
	Competitor Product Price
	Competitive Partner
	Other Competitive Information
	Additional Information
	Created
	Description
	Modified
Special Pricing Request Page Channel Manager Layout	Key Special Pricing Request Information
	ID
	Request Name
	Principal Partner Account
	Submission Status
	Due Date
	Fund
	Opportunity
	End Customer
	Originating Partner Account
	Deal Registration
	Partner Program
	Currency
	Special Pricing Request Detail Information
	Start Date
	End Date
	Total Amount Requested
	Total Amount Authorized
	Approval Status
	Request Date
	Submitted Date
	Authorized Date
	Approver
	Last Approved By
	Reason Code
	Claim Information
	Total Claim Amount Requested
	Total Claim Amount Approved
	Claim Status
	Claim Decision Date
	Additional Information
	Owner
	Modified
	Owner Partner Account
	Description

NOTE: The Effective From date on the Price List Line Item page layout does not display the Effective From date of the associated price list by default.

The fields marked with an asterisk (*) in the Registration Information section (under the Opportunity Page Channel Manager Layout) of Table 4 will be populated only if you use the Deal Registration record type to manage your deal registrations. These fields will not be populated if you continue to use Opportunity record type to track and manage your deal registrations. In such cases, you can remove the Registration Information section from the layout.

Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 34		Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.