• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Partner Relationship Management Administration Guide, Siebel CRM 25.3 Update
  • What’s New in Siebel Partner Relationship Management Administration Guide, Siebel CRM 20.1 Update
  • What’s New in Siebel Partner Relationship Management Administration Guide, Siebel CRM 19.1 Update
• 2 About Siebel PRM
  • About Siebel PRM
  • What Is Siebel PRM?
  • Siebel PRM Portal
    • Siebel PRM Portal Login Page
    • Siebel PRM Portal Screens
  • Siebel PRM Manager
    • Screens Shared by the Siebel PRM Manager and Other Siebel Business Applications
    • Screens That Are Specific to the Siebel PRM Manager
  • Supported Browsers
  • Siebel PRM Mobile Web Client
• 3 Setting Up Siebel PRM
  • Setting Up Siebel PRM
  • Installing Siebel PRM
  • Activating Workflows for Siebel PRM
    • Activating the Registration Workflows
    • Activating the Commerce Workflows
    • Activating the Opportunity Management Workflows
    • Activating the Partner Program Workflows
  • Configuring Siebel PRM
    • Configuring Online Help
  • Personalizing Siebel PRM
  • Setting Up Siebel PRM Web Services
  • Setting Up Oracle Business Intelligence for Siebel PRM
  • Process of Setting Up Siebel PRM
    • Setting Up the Organization Structure for Siebel PRM
    • Defining Partner Responsibilities
    • Setting Up Access Groups and Categories for Siebel PRM
    • Creating Price Lists for Siebel PRM
    • Setting Up Automatic Routing of Information for Siebel PRM
    • Adding Partner Companies and Employees
    • Creating CHAMP Metrics
  • Configuring Visibility for Siebel PRM
    • About Visibility Enhancements in Siebel PRM
    • Configuring Visibility
• 4 Setting Up Application Services Interfaces for Siebel PRM
  • Setting Up Application Services Interfaces for Siebel PRM
    • About Application Services Interfaces and Siebel PRM
  • About Setting Up ASIs for Siebel PRM
    • Setting Up Opportunity Transfer for Siebel PRM
    • Additional Setup Tasks
    • Setting Up the Partner
    • Setting Up Shopping Cart Transfer for Siebel PRM
    • Setting Up Web Services for Shopping Cart Transfer
    • Assigning a Partner Port for Real-Time Shopping Cart Transfer
    • Change the PRM Portal Configuration File
    • Global Product Identifiers
    • Checking Setup of ATP
    • Additional ATP Setup Tasks
    • General Setup for ASIs for Siebel PRM
    • Activate Workflows
    • Assigning D-U-N-S Numbers
  • Opportunity Transfer Workflows
    • Workflows to Transfer an Opportunity
    • Workflows to Update an Opportunity
    • Workflows to Receive an Opportunity Update
    • Update of the Status Field by These Workflows
    • Opportunity Sharing Build Siebel Message
    • Opportunity Sharing External Create
    • Opportunity Sharing External Query
    • Opportunity Sharing External Update
    • Opportunity Sharing Inbound or Outbound
    • Opportunity Sharing Pick Partner
    • Opportunity Sharing Receive Create Response
    • Opportunity Sharing Receive Update Response
    • Opportunity Sharing Set Update Status
    • Opportunity Sharing Siebel Create
    • Opportunity Sharing Siebel Query
    • Opportunity Sharing Siebel Update
    • PRM ANI Inbound Create Account Process
    • PRM ANI Inbound Addressing Change Process
  • Shopping Cart Transfer Workflows
    • Workflows for Outbound Shopping Cart Transfer
    • Workflows for Inbound Shopping Cart Transfer
    • Transfer Cart Outbound Initial Workflow
    • Transfer Cart Outbound Request Process Workflow
    • Transfer Cart Outbound Create Header Process Workflow
    • Transfer Cart Outbound Create and Append Process Workflow
    • Transfer Cart Outbound Receive Acknowledgment Process Workflow
    • Transfer Cart Inbound Receive Process Workflow
    • Transfer Cart Inbound Create Cart Process Workflow
    • PRM ANI Inbound Create Account Process Workflow
    • Transfer Cart Inbound Create Contact Process Workflow
    • Transfer Cart Inbound Create Quote Process Workflow
    • PRM ANI Inbound Addressing Change Process Workflow
  • Business Services Used by Siebel PRM ASIs
    • Conventions for Hierarchy Paths
    • Methods of the PRM ANI Utility Services
    • Append Hierarchy Method
    • Create Empty Hierarchy Method
    • Generate Key Method
    • Get Child Type Method
    • Get Hierarchy Value Method
    • Get System Preference Method
    • Isolate Integration ID Method
    • Load Child Hierarchy Method
    • Parse Key Method
    • Query Business Component Method
    • Detach Hierarchy Method
    • Set Child Type Method
    • Set Hierarchy Value Method
• 5 Working with New Partners
  • Working with New Partners
  • About Partner Registration and Enrollment
  • The Siebel PRM Portal Home Page
  • Providing Information for Public Users of Siebel PRM
  • Setting Up a Partner Company Identifier
  • About Applying for User IDs
    • Registering for a User ID (Partner Employee)
    • Applying for Partnership (Partner Company)
    • Configuring the Individual Partner Homepage
    • Controlling Individual Partners’ Access to Data
    • Thanking Individual Partners for Registering
  • About Enrolling New Partner Companies
  • Process of Enrolling a New Partner Company
    • Displaying and Assessing Prospective Partner Companies
    • Adding a Partner Record by Qualifying a Partner Company
    • Registering the Partner Company
    • Assigning Responsibilities to the Partner Company
    • Assigning Positions to the Partner Company
    • Assigning Master Data to the Partner Company
    • Adding User Assignments at the Partner Company
    • Contacting the New Delegated Administrator
    • Adding Locations for the Partner Locator
    • Completing the Partner Profile
    • Other Ways of Adding Partner Records
  • Delegated Administration for Partners
    • Delegated User Administration for Partners
    • Delegated Catalog Administration for Partners
    • Delegated Communication Administration for Partners
• 6 Working with Partner Programs
  • Working with Partner Programs
  • About Partner Programs
  • Process of Setting Up Partner Programs
    • Creating Partner Programs
    • Specifying Partner Program Approval Method
    • Associating Entitlements with Partner Programs
    • Setting Up Partner Program Applications
    • Adding Literature to Partner Programs
    • Setting Up Related Partner Programs
    • Setting Up Partner Program Tier Groups
    • Setting Up Partner Program Catalogs
    • Making Programs Visible to Partners
  • Eligibility Administration for Partner Programs
    • Creating a Partner Programs Eligibility List Manually
    • Creating a Partner Programs Eligibility List Using Oracle Business Intelligence Data Load
  • Applying to Partner Programs (Partner)
  • Process of Reviewing Applications to Partner Programs
    • Accepting a Partner Program Application
    • Reviewing Application Inbox Information
    • Adding Program Entitlements to Partner Agreements
    • Approving a Partner Program Application
    • Rejecting a Partner Program Application
    • Notifying Partner of Application Approval by Email
  • Partner Program Administration
    • Updating Partner Program Membership Records
    • Performing Mass Updates of Partner Programs
    • Associating MDF Programs with Existing Partner Programs
    • Adding Agreements with Partner Program Members
    • Terminating a Partner Program Membership
    • Partner Program Membership Renewal
  • Partner Program Workflows
• 7 CHAMP Planning
  • CHAMP Planning
  • About CHAMP Planning
  • Scenario for CHAMP Planning
  • Process of Using the Siebel PRM CHAMP Planning Module
    • Creating CHAMP Metrics
    • Creating Partnership Initiatives
    • Creating Partner Plans
    • Adding Notes to the Plan
    • Approving the Plan Jointly with the Partner
    • Executing the CHAMP Plan
    • Evaluating Partner Performance
    • Reviewing Partner Performance
• 8 Sharing Data with Partners
  • Sharing Data with Partners
  • About Transactional and Master Data
  • Sharing Transactional Data with Partners
    • Assigning Opportunities to a Partner
    • Viewing a Partner’s Opportunities
    • Assigning Service Requests to a Partner
    • Viewing Partner Service Requests
    • Assigning Customer Accounts to a Partner
    • Assigning Contacts to a Partner
    • Assigning Activities to a Partner
    • Viewing a Partner’s Quotes
    • Assigning an Order to a Partner Employee
    • Assigning Assets to Partners
    • Assigning Inventory to Partners
    • Sharing Files with Partners
  • Process of Sharing Master Data with Partners
    • Creating Categories and Access Groups
    • Adding Partner Companies to Access Groups
    • Adding Master Data to Categories
    • Assigning Price Lists to Partner Companies
• 9 Managing Sales with Siebel PRM
  • Managing Sales with Siebel PRM
  • About Managing Sales with Siebel PRM
  • Examples for Partner-Led Sales
    • Example of Brand Owner Creating Opportunities and Assigning Them to Partners
    • Example of Brand Owner Creating Opportunities and Transferring Them to Partners
    • Example of Partners Creating and Working on Opportunities
  • Examples for Collaborative Selling
    • Example of Brand Owner Creating Opportunities and Brand Owner and Partner Working Together on Them
    • Example of Partner Creating Opportunities and Brand Owner and Partner Working Together on Them
    • Example of Partner Creating Opportunities and Assigning Them to Brand Owner
    • Example of a Customer Transferring a Shopping Cart From the Brand Owner’s Web Site to a Partner
  • Opportunity Management Workflows
  • Examples for Forecasting Partner Revenue
    • Example of the Brand Owner Creating a Direct Quarterly Forecast of All Partner Revenue
    • Creating the Forecast Series
    • Creating the Forecast
    • Example of the Brand Owner Creating a Direct Annual Forecast of Revenue for One Partner Organization
    • Example of the Brand Owner Creating a Rollup Forecast of Annual Revenue for a Partner Organization
    • Example of the Brand Owner Forecasting Revenue for All Partners that a Partner Manager Oversees
  • Examples of Partners Forecasting Their Revenue Without the Brand Owner Viewing Forecasts
    • Example of the Channel Manager Creating a Direct Partner Forecast Series
    • Example of Multiple Partner Employees Creating Rollup Forecasts
  • Using Presentations and Proposals
• 10 Managing Service Requests with Siebel PRM
  • Managing Service Requests with Siebel PRM
  • About Managing Service Requests with Siebel PRM
  • About Managing Customer Service Requests with Siebel PRM
  • Examples for Partner-Led Customer Service
    • Example of the Partner Receiving Service Requests and Logging Them for Tracking Purposes
    • Example of the Brand Owner Receiving Service Requests and Assigning Them to the Partner
  • Examples for Collaborative Customer Service
    • Example of the Partner Logging Service Requests and Working on Them with the Brand Owner
    • Example of the Partner Logging Service Requests and Transferring Them to the Brand Owner
  • Examples of Field Service with Siebel PRM
    • Example of the Brand Owner and Partner Managing Inventory
    • Example of the Partner Responding to Service Requests for Assets
  • About Managing Partners’ Service Requests
    • Assigning Service Requests
    • Scenario Using Partner Self-Service
  • Solutions and SmartScripts with Siebel PRM
    • Scenario Using Solutions and SmartScripts to Help Partners
    • Making Solutions Available to Partners
    • Making Troubleshooting or Instruction SmartScripts Available to Partners
• 11 Managing Marketing Campaigns with Siebel PRM
  • Managing Marketing Campaigns with Siebel PRM
  • About Managing Marketing Campaigns
  • Collaborative Marketing with Partners
    • Planning Collaborative Marketing Campaigns
    • Managing Collaborative Marketing Campaigns
  • About Marketing to Partners
    • Creating and Executing Campaigns for Marketing to Partners
    • Making Campaign Offers to Partners
  • Marketing by Your Partners
• 12 Managing Partner Commerce
  • Managing Partner Commerce
  • About Partner Commerce
  • Setting Up Partners for Standard, Power, and Personal Commerce
  • About Standard Partner Commerce
    • Partners Shopping for Themselves
    • Partners Shopping for Customers
  • Disabling Partner Commerce Workflows
  • Removing the PRM Portal Shopping Cart Toolbar
• 13 Partner-to-Partner Collaboration
  • Partner-to-Partner Collaboration
  • About Partner Collaboration
  • Example of Partner Collaboration
    • Locating Other Partners and Sending Collaboration Requests (Initiating Partner)
    • Accepting the Collaboration Request (Invitee Partner)
    • Creating a Collaboration (Initiating Partner)
    • Adding Resources to the Collaboration (Initiating and Invitee Partner)
    • Sharing Opportunities (Initiating and Invitee Partner)
    • Monitoring Their Collaborations (Initiating and Invitee Partner)
    • Monitoring All Collaborations (Brand Owner)
  • About Siebel Projects
  • Example of Using Siebel Projects for Partner-To-Partner Collaboration
    • Creating a New Project (Initiating Partner)
    • Locating Other Partners and Adds Them to this Project (Initiating Partner)
    • Adding Their Employees to the Project (Initiating and Invitee Partners)
    • Working Together on the Project (Initiating and Invitee Partners)
    • Tracks the Partners’ Work (Brand Owner)
• 14 Managing Design Programs
  • Managing Design Programs
  • About Design Programs
    • About Design Program Users
  • Scenario for a Partner or Distributor Creating a Design Program
  • Scenario for a Vendor Creating a Design Program
  • Roadmap for Managing a Design Program
    • Process of Setting Up a Design Program
    • Creating a Design Program
    • Creating a Design Opportunity (Partner)
    • Creating a Design Registration (Partner)
    • Approving a Design Opportunity
    • Approving a Design Registration
• 15 Working with Special Pricing Authorization
  • Working with Special Pricing Authorization
  • About Special Pricing Authorization
  • Scenario for Initiating an SPA Request
  • Process of Setting Up Special Pricing Authorization
    • Setting Up the SPA Approval Flow
    • Activating HTIM SPA Workflows
    • Setting Up Price Lists
    • Assigning a Price List to a Partner
  • Process of Managing SPA Quotes and Claims
    • Submitting an SPA Quote
    • Reviewing and Approving SPA Quotes
    • Submitting an SPA Claim
    • Validating an SPA Claim
  • About SPA Workflows
    • HTIM SPA Quote Approval Workflow
    • HTIM SPA Validate Claim Items Workflow
• 16 Working with Deal Registrations
  • Working with Deal Registrations
  • About Deal Registrations
  • Scenario for Registering a Deal
  • Setting Up the Deal Registration Approval Flow
  • Submitting a Deal Registration
  • Approving a Deal Registration
• 17 Using Market Development Funds
  • Using Market Development Funds
  • About Market Development Funds
  • Process of Working with a Market Development Fund
    • Making Market Development Funds Visible to Partners
    • Creating Market Development Funds
    • Setting Up Fund Approval Authorization
    • Changing the Partner Manager Field
    • About Fund Request Lists
    • Initiating a Fund Request
    • Adding Attachments, Activities, and Activity Plans to MDF Requests
    • Viewing Fund Requests for a Partner Company
    • Reviewing a Fund Request
    • Viewing a Fund’s Checkbook
  • The Advanced MDF Option
    • Overview of Advanced MDF Option
    • Key Features of MDF Management
    • Scenario for MDF Management
    • Process of Setting Up MDF Programs
    • Creating an MDF Program and Program Account
    • Setting Up a Program Account's First Snapshot
    • Removing a Participant From an MDF Program
    • Adding a Credit to a Program Account
    • Creating a Preapproval
    • Reviewing a Preapproval
    • Creating a Claim
    • Reviewing a Claim
    • About MDF Debits
    • HTIM MDF Period Ending Process Workflow
• 18 Managing Your Partners
  • Managing Your Partners
  • About Tracking Partner Information
    • Using the Partner and Partnership Profile
    • Entering Partner Management Activities
    • Entering Partner Agreements
    • Adding Partner Company Attachments
    • Entering Partner Contacts
    • Entering Partnership Contacts
    • Adding Notes About a Partner Company
    • Creating a Partner Company Organization Chart
    • Uploading Partner Logos
  • Process of Certifying Your Partners
    • Creating Certification Metrics
    • Creating Certification Templates
    • Associating Certifications with a Partner Company
    • Recording Partners’ Progress
    • Checking a Partner’s Progress
    • Displaying Certified Partners
    • Displaying Certifications Across Partners
    • Configuring Autopopulation of Partner Certification Criteria
  • About Communicating with Your Partners
    • Administering Partner Satisfaction Surveys
• 19 Reporting on Partner Performance
  • Reporting on Partner Performance
  • About Partner Performance and Reporting
  • Using CHAMP Planning and Partner Performance Reports
  • Using Assessments to Evaluate Partner Performance
  • Using Siebel PRM Reports
  • Oracle Business Intelligence Enterprise Edition Partner Reports
    • Siebel Partner Analysis
    • Viewing Available Oracle Business Intelligence Enterprise Edition Reports
    • Siebel Portal Analytics
• 20 Siebel Cross-Industry PRM
  • Siebel Cross-Industry PRM
  • About Siebel Cross-Industry PRM
  • Differences of Siebel Cross-Industry PRM from Siebel PRM
• 21 Siebel Public Sector Provider Portal
  • Siebel Public Sector Provider Portal
  • About Managing Public Sector Service Providers
    • Overview of Setup and Use
    • Types of Information That Agencies and Service Providers Share
  • Differences Between Siebel Public Sector and Siebel PRM
    • Differences in Managing Service Providers and in the Siebel Public Sector Provider Portal
    • Differences in Business Use Between Siebel PRM and Siebel Public Sector
  • Scenario for Using Siebel Public Sector to Work with Service Providers
  • Tasks for Setting Up Siebel Public Sector to Work with Service Providers
    • Integrating Siebel Public Sector Provider Portal with External Applications
    • Modifying Lists of Values for Managing Public Sector Providers
    • Creating Products for Public Sector Service Providers
    • Creating Price Lists for Public Sector Service Providers
    • Activating or Inactivating Navigation Links for the Service Provider Portal
  • Process of Setting Up New Service Providers
    • Adding New Service Providers to Siebel Public Sector
    • Adding Users of Siebel Public Sector Provider Portal (Service Provider)
    • Managing Service Provider Profiles
    • Managing Service Provider Profiles (Service Provider)
    • Specifying Price Lists for Service Providers
    • Adding Agreements with Service Providers
    • Adding the Initial Inventory for Service Providers
  • Process of Referring Benefits Cases to Service Providers
    • Creating Referral Orders for Benefits
    • Submitting Referral Orders
    • Accepting or Rejecting Referrals (Service Provider)
    • Managing Inventory for Accepted Referral Orders (Service Provider)
    • Checking the Status of Referrals
  • Agency Tasks
    • Adding Addresses for Service Providers
    • Viewing and Updating Referral Orders
    • Sharing Information About Cases with the Service Provider
  • Service Provider Tasks
    • Managing Inventory (Service Provider)
    • Viewing Referral Orders (Service Provider)
    • Viewing Agreements (Service Provider)
    • Viewing Cases (Service Provider)
    • Sharing Information About Cases with the Agency (Service Provider)
  • Workflow Reference for Siebel Public Sector Provider Portal
    • PUB Create Order Workflow
    • SWIPUBSendOrder Workflow
    • PUB Create Asset From Agreement Item Workflow
• 22 Themes
  • Themes
  • About the Redwood Theme
  • Setting the Redwood Theme