Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Example Process of Managing Deal Registration

This topic provides one example of a process for managing deal registration. Your company may follow a different process according to its business requirements.

To manage deal registration, channel managers and partner users perform the following tasks:

1. Creating and Submitting Deal Registrations (Partner Users)
2. Associating Deal Registration with an Opportunity (Channel Manager)
3. Approving, Rejecting, or Returning Deal Registrations (Channel Managers)

Creating and Submitting Deal Registrations (Partner Users)

This task is a step in Example Process of Managing Deal Registration.

Complete the steps in the following procedure to create and submit a deal registration.

To create a deal registration

1. Navigate to the Deal Registrations page, and create a new deal registration.
2. Specify the details for the deal registration as follows:
   1. Specify the name for the registration and other details, such as the expiration date and so on.
   2. If the registration is for an existing opportunity, then fill out the Associated Opportunity field as appropriate. Otherwise, if the registration is for a new opportunity, then select the New Opportunity check box, and specify the additional details, such as Deal Size, Close Date, and so on.
   3. If the registration is for an existing customer, then specify the Associated Customer field. If the deal is for a new customer, then select the New Customer check box, and specify the additional details about the new customer.
   4. Perform Step a through Step c for Contact records as well.
   5. If you want to assign the ownership of the deal registration to a different user, then specify the user in the Owner field.
   6. Save the record.
3. If you know the likely products for the deal, then specify each product as a line item on the registration. Provide as much information as possible, including the price, quantity, and so on.

To submit a deal registration

1. Update the Submission Status field from Not Submitted to Submitted.
2. Save the record.

Associating Deal Registration with an Opportunity (Channel Manager)

When creating a new deal registration, it might or might not be associated with an opportunity. In most cases, the partner user has a new opportunity in mind when creating a deal registration and thus does not associate it with an existing opportunity. However, a deal registration cannot be approved unless it is associated with an opportunity. Thus, associating a deal registration with an opportunity is an important activity, usually performed by a brand owner user. The user can do it manually by populating the Associated Opportunity field or automatically by converting the deal registration to an opportunity.

This task is a step in Example Process of Managing Deal Registration.

Complete the steps in the following procedure to associate a deal registration with an opportunity.

To manually associate a deal registration with an opportunity

1. Select a deal registration that has the appropriate approval status, for example, Pending Approval.
2. Populate the Associated Opportunity field with the appropriate opportunity.
3. Save the record.

To automatically associate a deal registration with an opportunity

1. Select a deal registration that has the appropriate approval status, for example, Pending Approval.

   If your role has the privilege, PRM: Convert Deal Registration, then you see a button labeled, Convert to Opportunity, on the Deal Registration Details page.

2. Click Convert to Opportunity.

   The Deal Registration Conversion page is displayed. Some fields are prepopulated with the values from the deal registration.

3. Modify the default values, as appropriate, and click Save.

   If the conversion is successful, then a new opportunity is created and automatically associated with the deal registration. The Associated Opportunity field on the registration is populated with the newly created opportunity.

Approving, Rejecting, or Returning Deal Registrations (Channel Managers)

This task is a step in Example Process of Managing Deal Registration.

Complete the steps in the following procedure to approve, reject, or return a deal registration.

To approve or reject a deal registration

1. Navigate to the deal registration home page. Drill down on the list named, Deal Registrations Waiting for My Approval.

   A list of all deal registrations for which you are the current approver. appears.

2. Review the deal registrations in the list, and click the Edit link for the deal registration that you want to review and change.

   As part of your review of the deal registration for approval, it is recommended that you determine whether the business opportunity specified on the deal registration already exists as an opportunity in Oracle CRM On Demand.

3. Determine whether a matching opportunity exists, then do one of the following:
   • If a matching opportunity exists, then associate it with the deal registration by updating the Associated Opportunity field in Oracle CRM On Demand.
   • If no matching opportunity exists, then convert the deal registration to an opportunity before giving it approval.

     For more information on converting a deal registration to an opportunity, see Associating Deal Registration with an Opportunity (Channel Manager).

4. Determine what the approval status on the deal registration should be, and update the Approval Status field. The options are as follows:
   • Approved. Use this status to indicate that the deal registration is approved, if you have the final approval authority.
   • Pending Approval. Use this status to indicate that you approve the deal registration, but another person in the approval hierarchy must make the final approval.
   • Returned. Use this status to return the deal registration to the partner user because additional information is needed. Optionally, you might also specify why you are returning the registration by typing the appropriate reason in the Reject Reason field.
   • Rejected. Use this status to reject the deal registration. Specify the reason for rejection in the Reject Reason field.
5. If you set the approval status to Pending Approval in the Approver field, then choose the name of the brand owner user who must review this deal registration.