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

Table 2 shows examples of specific layouts that support the Channel Manager role.

NOTE: The Channel Manager role is created by copying the PRM Administrator role, so the page layouts assigned to the Channel Manager role are initially the same as the page layouts assigned to the PRM Administrator role. However, for certain record types, it is recommended that you configure page layouts that are specific to the Channel Manager role. The layouts that you are recommended to create are listed in Table 2. After you create the Channel Manager role later in the configuration process, you assign these page layouts to the role. Do not change the page layouts for the other record types for the Channel Manager role unless your business requires it.

Table 2. Page Layouts for the Channel Manager Role
Record Type	Page Layout to Copy	New Page Layout Name
Accreditation	Accreditation Page Standard Layout	Accreditation Page Channel Manager Layout
Accreditation Request	Accreditation Request Page Standard Layout	Accreditation Request Page Channel Manager Layout
Application	Application Page Standard Layout	Application Page Channel Manager Layout
Business Plan	Business Plan Page Standard Layout	Business Plan Page Channel Manager Layout
Certification	Certification Page Standard Layout	Certification Page Channel Manager Layout
Certification Request	Certification Request Page Standard Layout	Certification Request Page Channel Manager Layout
Course	Course Page Standard Layout	Course Page Channel Manager Layout
Course Enrollment	Course Enrollment Page Standard Layout	Course Enrollment Page Channel Manager Layout
Deal Registration	Deal Registration Page Standard Layout	Deal Registration Page Channel Manager Layout
Exam	Exam Page Standard Layout	Exam Page Channel Manager Layout
Exam Registration	Exam Registration Page Standard Layout	Exam Registration Page Channel Manager Layout
Fund	Fund Page Standard Layout	Fund Page Channel Manager Layout
Fund Request	Fund Request Page Standard Layout	Fund Request Page Channel Manager Layout
Lead	Lead Page Standard Layout	Lead Page Channel Manager Layout
MDF Request	MDF Request Page Standard Layout	MDF Request Page Channel Manager Layout
Objective	Objective Page Standard Layout	Objective Page Channel Manager Layout
Opportunity	Opportunity Page Standard Layout	Opportunity Page Channel Manager Layout
Partner	Partner Page Standard Layout	Partner Page Channel Manager Layout
Price List	Price List Page Standard Layout	Price List Page Channel Manager Layout
Price List Line Item	Price List Line Item Page Standard Layout	Price List Line Item Page Channel Manager Layout
Service Request	Service Request Page Standard Layout	Service Request Page Channel Manager Layout
Solution	Solution Page Standard Layout	Solution Page Channel Manager Layout
Special Pricing Product	Special Pricing Product Page Standard Layout	Special Pricing Product Page Channel Manager Layout
Special Pricing Request	Special Pricing Request Page Standard Layout	Special Pricing Request Page Channel Manager 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.