Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Configuring Oracle CRM On Demand for Partner Relationship Management > Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management >

Creating the Partner Organization Book Type


This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

To support the use of books for Oracle CRM On Demand for Partner Relationship Management, the PRM administrator creates the partner organization book type. Complete the steps in the following procedure to create the partner organization book type.

To create the partner organization book type

  1. In Oracle CRM On Demand, click Admin, and then click Application Customization.
  2. In the Record Type Setup section, click Book.
  3. In the Book Application Customization page, click Book Field Setup.
  4. Click the Edit Picklist link for the Book Type field.
  5. Enter the value, Partner Organization, in the picklist, and save your changes.

    For more information about editing picklist fields, see Oracle CRM On Demand Online Help.

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