1. Oracle CRM On Demand for Partner Relationship Management Configuration Guide
  2. Approving, Rejecting, or Returning Deal Registrations (Channel Managers)

Approving, Rejecting, or Returning Deal Registrations (Channel Managers)

This task is a step in Example Process of Managing Deal Registration.

Complete the steps in the following procedure to approve, reject, or return a deal registration.

To approve or reject a deal registration

  1. Navigate to the deal registration home page. Drill down on the list named, Deal Registrations Waiting for My Approval.

    A list of all deal registrations for which you are the current approver. appears.

  2. Review the deal registrations in the list, and click the Edit link for the deal registration that you want to review and change.

    As part of your review of the deal registration for approval, it is recommended that you determine whether the business opportunity specified on the deal registration already exists as an opportunity in Oracle CRM On Demand.

  3. Determine whether a matching opportunity exists, then do one of the following:

    • If a matching opportunity exists, then associate it with the deal registration by updating the Associated Opportunity field in Oracle CRM On Demand.

    • If no matching opportunity exists, then convert the deal registration to an opportunity before giving it approval.

      For more information on converting a deal registration to an opportunity, see Associating Deal Registration with an Opportunity (Channel Manager).

  4. Determine what the approval status on the deal registration should be, and update the Approval Status field. The options are as follows:

    • Approved. Use this status to indicate that the deal registration is approved, if you have the final approval authority.

    • Pending Approval. Use this status to indicate that you approve the deal registration, but another person in the approval hierarchy must make the final approval.

    • Returned. Use this status to return the deal registration to the partner user because additional information is needed. Optionally, you might also specify why you are returning the registration by typing the appropriate reason in the Reject Reason field.

    • Rejected. Use this status to reject the deal registration. Specify the reason for rejection in the Reject Reason field.

  5. If you set the approval status to Pending Approval in the Approver field, then choose the name of the brand owner user who must review this deal registration.