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.
The following table describes the fields that support deal registration in 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 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. |