Setting Up the Partner

For testing, you can set up a second system to represent a partner. On the second system, repeat the steps for setting up the Web services and assigning the port. However, when you assign the port, as the partner, pick the organization that is the brand owner on the first system you set up.

After you have tested opportunity transfer and are ready to use it with actual partners, you must set up outbound ports for every partner to which you plan to transfer.

In the External Opportunity Create Web service, you must create a separate service port for each partner, as described in Setting Up Opportunity Transfer for Siebel PRM. Repeat this process for the rest of the outbound Web services. Then, use the Administration - Partner screen to assign the partner a port, as described in Setting Up Opportunity Transfer for Siebel PRM, where you must add the port with each partner’s URL to that partner’s integration profile.

In addition, you must talk to your partners to make sure the partners have some structure set up to receive a transfer. You must also make sure that partners have your organization listed as a partner in their own systems and that they have the correct value for the D-U-N-S number.

On your system, there is an Internal DUNS Number System Preference. This has to be changed to match your company’s D-U-N-S number.

If your organization expects to receive transfers from partners, you must also make sure those partners are listed as partners and their D-U-N-S numbers are set correctly in your system.