Oracle CRM On Demand Documentation Library: About Managing Deal Registration

Deal registration is a process by which a partner user registers a business opportunity with the brand owner in order to become eligible for benefits, such as exclusive rights to the opportunity, additional rebates, presales support, and so on. Typically, a partner user requests registration for an opportunity that he or she discovered. However, it is also possible that the partner might register an opportunity that was previously offered by the brand owner. Oracle CRM On Demand supports both possibilities by enabling a partner user to register new as well as existing opportunities.

Table 28 describes the fields that support deal registration in Oracle CRM On Demand for Partner Relationship Management.

Table 28. Deal Registration Fields for Oracle CRM On Demand for Partner Relationship Management
Field	Description
Name	The name of the deal registration.
Type	The type of deal registration.
Submission Status	Indicates the current submission status of the registration. The possible values are Not Submitted, Submitted, and Recalled.
Expiration Date	The date after which the registration becomes invalid.
Special Price Reqd.	Indicates whether or not a special price might be required for one or more products.
ID	Unique identifier for the deal registration assigned by Oracle CRM On Demand.
Principal Partner	The partner company that is leading the effort for the registration.
Principal Partner Location	The location of the principal partner.
Partner Program	Partner Program in which the principal partner is enrolled.
Support Reqd.	Indicates whether or not any presales support is required for the deal.
Associated Opportunity	An existing opportunity for which the registration is being requested.
New Opportunity	Indicates whether or not the registration is for a new opportunity.
Currency	The type of currency on the deal.
Close Date	Date by which the deal is likely to close.
Product Interest	Broadly indicates the product area of the opportunity.
Next Step	The next logical step in the selling process of the deal.
Associated Customer	The customer associated with the deal. The customer must be an existing customer.
New Customer	Indicates whether or not the customer on the registration is a new customer.
Company Name	Name of the customer company.
Country	The country where the customer company is located.
Address 1	First line of street address of the customer company.
Address 2	Second line of the street address of the customer company.
City	City where the customer company is located.
Postal Code	Postal code of the customer company address.
Associated Contact	Contact associated with the deal. The contact must be a contact already present in Oracle CRM On Demand.
New Contact	Indicates whether or not the contact is new to Oracle CRM On Demand.
Mr./Ms.	Salutation of the contact.
First Name	First name of the contact.
Middle Name	Middle name of the contact.
Last Name	Last name of the contact.
Job Title	Job title of the contact.
Email	Email address of the contact.
Telephone #	Telephone number of the contact.
Cell Phone	Mobile telephone number of the contact.
Fax	Fax number of the contact.
Approval Status	Indicates the current approval status for the deal registration.
Current Approver	Name of the approver who must approve the registration next.
Final Approver	Name of the person who granted final approval for the deal registration.
Submitted Date	The date and time when the registration was most recently submitted for approval.
Approved Date	The date and time when the registration received final approval.
Reject Reason	Indicates why the registration was returned or rejected.
Owner	Current owner of the registration.
Owner Partner Account	The partner company associated with the current owner. If the current owner is a brand owner user, then this field is blank.
Originating Partner Account	Partner company that initially discovered or referred the deal.

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