Options to Configure Partner Business Plans and Objectives for Channel Sales

Before configuring your partner business plans, you must decide if you want marketing development fund requests to be visible from the Business Plan interface.

You must also decide whether a user can choose a Business Plan in the Activities interface when an activity is created outside the context of a specific Business Plan.

Partner Business Plan Decision Points

The following table provides a list of the decision points and the impact of each decision, including being able to use Application Composer to create a relationship between business plans and MDF requests if you make the MDF Request tab visible on the Partner Business Plan pages, and being able to use Application Composer to expose the Business Plan field on the Activities pages if you want users to be able to select a business plan when they create or update an activity.

Decision	Potential Impact
Should MDF Requests be visible in the Partner Business Plan interface?	If yes, you can use Oracle Application Composer to create a relationship between the business plan and the MDF request, and you can add a new tab MDF Request tab to the Business Plan object.
Should users be able to select a partner business plan when creating or updating an activity that's outside the context of the specific partner business plan?	If yes, then you must use Oracle Application Composer to expose the standard Business Plan field on the Activities page.
Who needs access to business plans?	Business plans are visible to channel managers, partner administrators, and partner sales managers. If required, give business plan access to additional roles through the privilege ZCA_VIEW_SALES_BUS_PLN_PRIV. Note: Even with access granted to business plans, partner users won't be able to access the Analytics subtab on the Edit Business Plans page.

Business Plan and Objective Setup Tasks

Use the following setup tasks for business plans and objectives:

1. In Setup and Maintenance, go to the following:

   • Functional Area: Business Plans

   • Show: All Tasks

   • Tasks:

     Task	Lookup Type	Lookup Meaning	Description
     Manage Business Plan Classes	ORA_ZCA_BUS_PLAN_CLASS	Business Plan Class	Class of a business plan, such as Partner or Account, which represents the object for which a business plan was created.
     Manage Business Plan Statuses	ORA_ZCA_BUS_PLAN_STATUS	Business Plan Status	The status of the business plan, such as draft or submitted to partner.
     Manage Business Plan Types	ORA_ZCA_BUS_PLAN_TYPE	Business Plan Type	A category that indicates the type of a business plan.
     Manage Business Plan Team Member Functions	ORA_ZCA_BUS_PLAN_TEAM_FUNC	Business Plan Team Member Function	The role of a business plan team member.
     Manage Objective Types	Not applicable	Not applicable	Type of a business plan objective, such as amount or quantity.

2. If required, make any changes and then click Save and Close.