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Oracle Partner Relationship Management

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Oracle Partner Relationship Management Oracle Partners Online Concepts and Procedures Release 11i June 2001 Part No. A87571-03 Oracle Partners Online Concepts and Procedures, Release 11i Part No. A87571-03 Copyright © 2001, Oracle Corporation. All rights reserved. The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation. If the Programs are delivered to the U.S. Government or anyone licensing or using the programs on behalf of the U.S. Government, the following notice is applicable: Restricted Rights Notice Programs delivered subject to the DOD FAR Supplement are “commercial computer software” and use, duplication, and disclosure of the Programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations are “restricted computer software” and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR 52.227-19, Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and Oracle Corporation disclaims liability for any damages caused by such use of the Programs. Oracle is a registered trademark of Oracle Corporation. Other names may be trademarks of their respective owners. Contents Send Us Your Comments .................................................................................................................. vii Preface............................................................................................................................................................ ix Intended Audience ................................................................................................................................ ix Structure.................................................................................................................................................. ix Related Documentation and Resources............................................................................................... x Reference Documentation ............................................................................................................... x Additional Product-Related Documentation .............................................................................. xi Documentation Accessibility ........................................................................................................ xii Understanding Oracle Partners Online Overview................................................................................................................................................... 1 Benefits of Using Oracle Partners Online ..................................................................................... 1 How Oracle Partners Online Functionality is Organized........................................................... 2 Tab Access by User Responsibility........................................................................................................ 3 Navigation ................................................................................................................................................ 4 Terms and Definitions “Profile vs. Responsibility”............................................................................ 5 Functionality............................................................................................................................................. 6 Personal Productivity.............................................................................................................................. 7 Resource Manager ................................................................................................................................... 7 Territory Manager ................................................................................................................................... 8 Workflow and Email Alerts ................................................................................................................... 8 Understanding Responsibility Assignments ....................................................................................... 9 Assignment Manager .............................................................................................................................. 9 iii Channel Manager................................................................................................................................... 12 Partner User ............................................................................................................................................ 13 Partners Online Administrator/Partner............................................................................................. 13 Tracking Opportunity Flow and Status.............................................................................................. 14 Vendor Access ........................................................................................................................................ 15 Home ................................................................................................................................................ 15 Activity............................................................................................................................................. 15 Opportunities .................................................................................................................................. 16 Customer.......................................................................................................................................... 20 Partner .............................................................................................................................................. 20 Compensation ................................................................................................................................. 22 Fulfillment........................................................................................................................................ 22 Encyclopedia ................................................................................................................................... 23 Administration................................................................................................................................ 23 Partner Access ........................................................................................................................................ 23 Home ................................................................................................................................................ 24 Opportunity..................................................................................................................................... 24 My Partner ....................................................................................................................................... 25 Compensation ................................................................................................................................. 26 Encyclopedia ................................................................................................................................... 26 Using Oracle Partners Online Attributes ................................................................................................................................................ 27 Setting Up Time-outs and Expiration Periods................................................................................... 28 Setting Up Status Codes........................................................................................................................ 29 Setting User Status Transition.............................................................................................................. 29 Setting Up Opportunity Matching Attributes ................................................................................... 30 Setting Up Opportunity Attribute Values.......................................................................................... 30 Quick Find............................................................................................................................................... 31 Advanced or Saved Search..................................................................................................................
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