About Book Management

Using books to manage visibility to partner records ensures that one partner organization’s critical information or records are secure from users in another partner organization unless one partner organization explicitly gives another access rights. Books also control visibility to records, so that all of the users who are associated with a partner organization’s book have visibility to the partner organization record, and to all records that are linked to the partner organization’s book. When a partner account is linked to another record, the linked record can also be associated with the partner organization’s book.

Records can be associated with books either manually (by adding the book to the Book related information section on a record), or through workflow rules. For information about using workflow rules to associate books with records, see Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

The record types that books can be associated with are as follows:

• Account

• Application

• Deal Registration

• MDF Requests

• SP Requests

• Partner

• Partner Program

• Opportunity

• Lead

• Fund

The following table describes some of the fields that are important when defining a book for a partner organization.

Table Fields Supporting Book Management in Oracle CRM On Demand for Partner Relationship Management

Field	Description
Book Type	Used to define a partner organization’s book. When you create partner organization books, you select the Partner Organization value, which is set up by the company administrator.
Partner	The partner organization associated with the book.
Partner Location	The Partner Location value is derived from the partner account record and is populated by default. The value is determined by the partner account relationship that is created when the Partner field is populated.