Oracle CRM On Demand Documentation Library: Page Section Layouts for the Partner Sales Representative Role Page Layouts

Table 6 shows the page section layouts that company administrators typically set up in the page layouts for the Partner Sales Representative role. It is recommended that you change the fields that are followed by an asterisk (*) to be read-only fields. You make this change in the field setup section of the page layout wizard. It is recommended that all other fields that are read-only by default remain as read-only fields.

Table 6. Page Section Layouts for the Partner Sales Representative Role Page Layouts
Page Layout	Page Section Layout
Accreditation Page Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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
Certification Page Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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
	Description
Deal Registration Page Partner Sales Representative 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
	Associated Contact
	New Contact
	Mr./Ms.
	First Name
	Middle Name
	Last Name
	Job Title
	Email
	Telephone #
	Cell Phone
	Fax
	Approval Information
	Approval Status*
	Current Approver*
	Final Approver
	Submitted Date
	Approved Date
	Reject Reason*
	Additional Information
	Owner
	Owner Partner Account
	Originating Partner Account
	Description
	Created
	Modified
Exam Page Partner Sales Representative 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 Partner Sales Representative 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
Fund Page Partner Sales Representative Layout	Key Fund Information
	Fund ID
	Fund Name*
	Status*
	Allow Negative Balance*
	Type*
	Fund Currency*
	Start Date*
	End Date*
	Additional Information
	Owner
	Modified
Fund Request Page Partner Sales Representative 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 Partner Sales Representative Layout	Key Lead Information
	Mr. Ms.
	First Name
	Last Name
	Company
	Job Title
	Created External
	Lead Convert
	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
	Web Site
MDF Request Page Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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
	Owner Information
	Owner
	Ownership Status*
	Approver*
	Owner Account
	Reassign Opportunity
	Channel Account Manager
	Additional Information
	Modified By
	Created By:
	Modified: Date External
	Created:
Partner Program Page Partner Sales Representative Layout	Key Partner Program Information
	Partner Program Name*
	Status*
	Begin Date*
	End Date*
	MDF Allowed*
	Special Pricing Allowed*
	Deal Registration Allowed*
	Program Details
	Description*
	Additional Information
	Created
	Owner Full Name
	Modified
Service Request Page Partner Sales Representative Layout	Contact Information
	Service Number
	Account
	Principal Partner Account
	Contact
	Work Phone #
	Email
	Service Detail Information
	Area
	Cause
	Type
	Source
	Modified External
	Created External
	SR Currency
	Priority
	Status
	Opened Time
	Closed Time
	Owner
	Owner Partner Account
	Reassign Owner
Solution Page Partner Sales Representative Layout	Solution Detail Information
	Solution ID
	Title
	Product
	Status
	Published
	Solution Rating
	Created External
	Modified External
Special Pricing Product Page Partner Sales Representative 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 Partner Sales Representative Layout	Key Special Pricing Request Information
	Request ID
	Request Name
	Principal Partner Account
	Submission Status
	Due Date
	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

Access for the Partner Sales Representative Role

Typically, the Partner Sales Representative role cannot update any information on the Accreditation, Certification, Course and Exam record types. Accreditations, certifications, courses, and exams are read-only for the Partner Sales Representative role.

Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 37		Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.