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 Books for Partner Accounts

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

After the PRM administrator has created the partner organization book type, the channel manager must create books for partner accounts. Complete the steps in the following procedure to create books for partner accounts.

To create books for partner accounts

1. Select the book type of the partner organization.
2. Select the appropriate partner in the Partner field.
3. Save the record.
4. Edit the Book record, and add the users who want access to the partner's organization.

   The users added are those people in the partner organization who always have access to the record to which the book is added.

NOTE:  You can optionally create subbooks for your partner account books. For information about creating books and book hierarchies, see Oracle CRM On Demand Online Help.

How Books Are Associated with Records

When a partner account is linked to another record, the linked record can also be associated with the partner organization's book. A book can be associated with a record in two ways:

• By adding the book to the Book related information list on a record. You can use numerous books to represent a grouping of partner users. The books do not all need to be defined as type: Partner Organization, and they do not all need to have a partner defined. Books with the partner defined will be synchronized to records if the workflows described in this topic are used within the brand owner's implementation. If you want only one partner book synchronized based on the workflow rules, then you have only one book for each partner with the partner defined. Define the other books used for partner users without the specified partner.
• Automatically, through a workflow rule. You can create workflow rules with Oracle CRM On Demand for Partner Relationship Management specific actions to support the automatic association and dissociation of partner accounts and partner organization books with records. For example, you can use workflow rules to ensure that when a partner account is linked to an opportunity, the partner organization's book (or books) is also automatically added to the opportunity. This provides visibility to the opportunity record for all users of the partner organization (that is, the users who are associated with the partner organization's book) at one time. Or, you can create a workflow rule that automatically links a partner account to a record when a book associated with the partner account is associated with the record. The workflow rule also removes the partner organization's book from a record when the partner account is unlinked from the record. When a partner organization's book is removed from the record, the users of the partner organization no longer have visibility to the record by means of the book.

  NOTE:  When you trigger the workflow actions for Oracle CRM On Demand for Partner Relationship Management, the partner book that was created automatically does not function properly. Only the manually created books function properly in workflows with Oracle CRM On Demand for Partner Relationship Management.