Use the Partner Edit page to add a partner or update details for an existing partner. The Partner Edit page shows the complete set of fields for a partner.
The following table provides additional information regarding some fields.
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Field
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Description
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Key Partner Information
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Partner Name
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The name of the partner. To avoid duplicate records, make sure that you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on.
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Primary Partner Type
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Select the partner type you want to use as the primary one for this partner account.
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Location
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The type of facility operated by the partner at this site, such as Headquarters.
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Partner Organization Status
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Indicates whether the partner account is active or inactive.
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Parent Account
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The name of the company that the partner is a subsidiary of.
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Main Phone #
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The primary phone number used to reach the partner.
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Main Fax #
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The primary fax number for the partner.
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Web Site
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URL address for the partner.
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Price List
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The price list to which the partner account is associated. Typically this price list is the one that stores the partner's purchase cost.
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Additional Information
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Billing and Shipping Addresses
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Selecting a country determines the labels for the remaining address fields, according to that country's address convention. The screen might refresh to display the field names.
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Owner
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Alias of the record owner. Generally, the owner can update the record, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access. In order to reassign ownership of a partner record, you must have Read/Edit/Delete access to the partner record.
The value in the Owner field affects which records are included in the reports that you or your managers run.
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Channel Account Manager
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The channel account manager is responsible for maintaining the relationship between the partners and the brand owner company. Channel account managers serve as the primary contact for the partner.
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Number of Active Users
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This is a calculated field that determines the current number of active users in Oracle CRM On Demand for the partner.
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Maximum Number of Users
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The maximum number of users that a partner organization can have. A partner cannot have more users than the number defined in this field.
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Remaining Number of Users Available
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This is a calculated field that equals the difference between the Maximum Number of Users field and the Current Number of Active Users field. When the value of this field is 0 (zero), then you cannot add any more active users to Oracle CRM On Demand.
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Description
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Additional information about the partner. This field has a limit of 2,000 characters.
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