Creating and Maintaining Partner Profiles

This chapter provides an overview of the partner company profile and explains how to:

Create and manage partner companies.
Create and manage partner users.
Add partner contacts.

Understanding Partner Profiles

As part of on going Partner relationship management, the Enterprise needs to be able to maintain the Partner profile in the following scenarios:

Add new partners.
Update partner profile attributes.
Terminate existing partners.
Reactivate terminated partners.

Partner profile information is the center of the Partner Relationship Management universe. As part of the overall Partner Platform solution, Partner Profile allows the Enterprise Channel Manager to manage profile data and allow other partner processes, such as application security and partner registration, to retrieve and update business object data. The Enterprise Channel Manager can create new Partner Profile data. New Partner profiles can be created by the following means:

Through the self-service registration process.

In this case, the partner provides information over the web without action by the Enterprise.
Data entry from paper applications.

In this case, and Enterprise would be responsible for manual data entry.
Augmentation of an existing customer, meaning the adding of a Partner role.

This privilege is only to the appropriate Enterprise Channel Manager(s), and is not accessible to all Enterprise users. PeopleSoft CRM provides a facility for the Enterprise Channel Manager to create and maintain partner profile data.

Note. Quick Create functionality is disabled for the Partner Role Type. We do not allow Quick Create to create partner companies because enabling the feature would circumvent the standard partner registration approval process.

Partner Profile Terminology

Augmentation	This refers to adding a partner role to an existing company.
Business Object (BO)	Practically all objects in the PeopleSoft CRM Customer Data Model (or BORM) are considered business objects. There are three types of business objects: Organization. (For example, a company, partner, or site) Individual. (For example, a worker, consumer, or contact). Other Database Object. (For example, an account).
Enterprise	This refers to the organization that is deploying PeopleSoft PRM. This is the PeopleSoft customer.
Enterprise Channel Administrator	Employee of the Enterprise who is responsible for administering the Partner Relationship Management system. This could be the same role as the Enterprise Administrator, or the same role as the Enterprise Channel Manager, depending on the size of the Partner management organization. This role is slightly more technically-oriented because it involves an understanding of system setup and configuration for functions such as security and privileges.
Enterprise Channel Manager	Employee of the Enterprise who is responsible for managing specific Partner relationships.
Enterprise Alliance Manager (EAM)	Enterprise Alliance Manager is another valid role that is similar to ECM. An EAM is someone who manages alliance partners.
Partner	An organization that sells products or services on behalf of the Enterprise.
Partner Contact	A representative for the partner organization. This is usually an employee of the partner organization.
Partner Registration	This refers to the self-service facility that prospective partners use to apply to become enterprise partners.
Partner Relationship Administrator/Manager	Employee of the partner organization who is responsible for administering the relationship with the Enterprise, or managing the relationship with the Enterprise.
Partner Search	The business object search engine in PeopleSoft CRM allows users to search for partner business objects.

Creating and Managing Partner Companies

This section explains how to:

View partner company information.
Update partner company information.
Enter market coverage information.
View catalogs.
Maintain competency, training, and certification information.
View the partner company's access to customer data.
View the partner company's sales organization tree.
Maintain the partner company's customer references.
Maintain resale tax certificate information.
View partner program history.
Maintain the account team assigned to the partner.
Maintain partner-related tasks.
View partner call reports.
Maintain partner business plans.
Enter and update partner company notes.
Maintain partner company contacts.
Maintain partner company address, phone, and email information.
View and maintain partner relationships.
Maintain marketing profile information.

Pages Used to Create and Manage Partner Companies

Page Name	Object Name	Navigation	Usage
Partner Company - Summary	RD_PARTNER_SUMMARY	Partners CRM, Search Partner Company, Partner Company, Summary	View a summary of partner company information.
Partner Company - Details	RD_PARTNER_DETAILS	Partners CRM, Add Partner Company, Partner Company, Details Partners CRM, Search Partner Company, Partner Company, Summary Click the Details link.	Update general partner company information.
Partner Company - Summary: Market	RD_PTNR_MARKET	Partners CRM, Add Partner Company, Partner Company Click the Market link. Partners CRM, Search Partner Company, Partner Company Click the Market link.	Enter market coverage information that describes the target market that the partner services.
Partner Company - Summary: Products	RD_PTNR_PRODUCTS	Partners CRM, Add Partner Company, Partner Company Click the Products link. Partners CRM, Search Partner Company, Partner Company Click the Products link.	View catalogs to which the partner has access.
Partner Company - Summary: Expertise	RD_PTNR_EXPERTISE	Partners CRM, Add Partner Company, Partner Company Click the Expertise link. Partners CRM, Search Partner Company, Partner Company Click the Expertise link.	Maintain competency, training, and certification information.
Partner Company - Summary: Security	RD_PTNR_SECURITY	Partners CRM, Add Partner Company, Partner Company Click the Security link. Partners CRM, Search Partner Company, Partner Company Click the Security link.	View the partner company's access to customer data.
Partner Company - Summary: Organization	RD_PTNR_ORG	Partners CRM, Add Partner Company, Partner Company Click the Organization link. Partners CRM, Search Partner Company, Partner Company Click the Organization link.	View the partner company's sales organization tree.
Partner Company - Summary: References	RD_PTNR_REFERENCES	Partners CRM, Add Partner Company, Partner Company Click the References link. Partners CRM, Search Partner Company, Partner Company Click the References link.	Maintain the partner company's references from customers.
Partner Company - Summary: Tax Exemption	RD_PTNR_TAX_EXEMPT	Partners CRM, Add Partner Company, Partner Company Click the Tax Exemption link. Partners CRM, Search Partner Company, Partner Company Click the Tax Exemption link.	Maintain resale tax certificate information.
Partner Company - Summary: History	RD_PTNR_HISTORY	Partners CRM, Add Partner Company, Partner Company Click the History link. Partners CRM, Search Partner Company, Partner Company Click the History link.	View the partner program history for the partner company.
Partner Company - Partner Team	RD_ACCOUNT_TEAM	Partners CRM, Add Partner Company, Partner Company Select the Partner Team tab. Partners CRM, Search Partner Company, Partner Company Select the Partner Team tab.	Maintain the account team that is assigned to the partner.
Partner Company - Tasks	RD_TASK_LIST	Partners CRM, Add Partner Company, Partner Company Select the Task List tab. Partners CRM, Search Partner Company, Partner Company Select the Task List tab.	Maintain tasks that are related to the partner.
Partner Company - Call Reports	RD_CALLRPT_LST_TXN	Partners CRM, Add Partner Company, Partner Company Select the Call Reports tab. Partners CRM, Search Partner Company, Partner Company Select the Call Reports tab.	View call reports for the partner.
Partner Company - Business Plans	RD_ACCOUNT_PLAN	Partners CRM, Add Partner Company, Partner Company Select the Business Plans tab. Partners CRM, Search Partner Company, Partner Company Select the Business Plans tab.	Maintain partner company business plans.
Partner Company - Notes	RD_NOTES	Partners CRM, Add Partner Company, Partner Company Select the Notes tab. Partners CRM, Search Partner Company, Partner Company Select the Notes tab.	Enter and update partner company notes.
Partner Company - Contacts	RD_PTNR_CONTACTS	Partners CRM, Add Partner Company, Partner Company Select the Address Book tab. Click the Contacts link. Partners CRM, Search Partner Company, Partner Company Select the Address Book tab. Click the Contacts link.	Maintain partner company contacts.
Partner Company - Address Book	RD_PTNR_ADDR_BOOK	Partners CRM, Add Partner Company, Partner Company Select the Address Book tab. Click the Addresses link. Partners CRM, Search Partner Company, Partner Company Select the Address Book tab. Click the Addresses link.	Maintain partner company address, phone, and email information.
Partner Company - Relationships	RD_COMPANY_REL	Partners CRM, Add Partner Company, Partner Company Select the Relationships tab. Partners CRM, Search Partner Company, Partner Company Select the Relationships tab.	View and maintain partner relationships.
Partner Company - More Info	RD_PROFILE	Partners CRM, Add Partner Company, Partner Company Select the More Info tab. Partners CRM, Search Partner Company, Partner Company Select the More Info tab.	Maintain marketing profile information.

Viewing Partner Company Information

Access the Summary page.

Company Info

View all relevant company data.

Updating Partner Company Information

Access the Partner Company - Details page.

The Partner Program is linked to the partner on this page. The partner must be linked to an active partner in order to save the page.

Partner and Program

These fields are required fields for the partner.

Entering Market Coverage Information

Access the Partner Company - Summary: Market page.

Viewing Catalogs

Access the Partner Company - Summary: Products page.

Note. PeopleSoft CRM application security determines the list of catalogs. All catalogs that any of the partner’s users can view the catalogs are displayed.

Viewing Competency, Training, and Certification Information

Access the Partner Company - Summary: Expertise page.

Viewing Partner Access to Customer Data

Access the Partner Company - Summary: Security page.

Customers in View List is the net customer list that the Partner has access due to static and dynamic view lists and security profiles.

Search button enables searching for the Customers that the Partner is authorized to view.

Add Customer To View List enables authorizing the Partner to an explicit list of Customers or named accounts.

Viewing the Partner Company's Sales Organization Tree

Access the Partner Company - Summary: Organization page.

The options for creating a Partner Organization are based on the business unit for the Parent Organization and the setID for the partner.

When the Partner Organization is created, the Business Unit and Lead Assignment group are copied from the Parent Organization. The subordinate organizations displayed are only restricted to the immediate child organizations of the Partner Organization.

Viewing the Partner's Customer References

Access the Partner Company - Summary: References page.

Viewing Resale Tax Certificates

Access the Partner Company - Summary: Tax Exemption page.

Viewing Partner Program History

Access the Partner Company - Summary: History page.

This page displays the partner's history as it relates to the various programs that they have participated in.

Maintaining the Account Team Assigned to the Partner

Access the Partner Company - Partner Team page.

Maintaining Partner-Related Tasks

Access the Partner Company - Tasks page.

See Working with Tasks.

Viewing Partner Call Reports

Access the Partner Company - Call Reports page.

See Working with Call Reports.

Maintaining Partner Business Plans

Access the Partner Company - Business Plans page.

See Creating Account Plans.

Entering and Updating Partner Company Notes

Access the Partner Company - Notes page.

Maintaining Partner Company Contacts

Access the Partner Company - Address Book page.

Maintaining Partner Company Address, Phone, and Email Information

Access the Partner Company - Address Book page.

Viewing and Maintaining Partner Relationships

Access the Partner Company - Relationships page.

Maintaining Marketing Profile Information

Access the Partner Company - More Info page.

Creating and Managing Partner Users

This section provides an overview and explains how to manage:

Partner user information.
Organization groups for partners.
Additional roles for partners.

Understanding Managing Partners

The User Information and Organization Group pages are used to manage the organization structure and lead assignment for the partner. The sales tree controls the organization group that the partner can be assigned to.

Additional trees can be added by performing the following:

Adding additional sales territory trees from the Tree Manager page.

Note. The appropriate security must be set up in order to add trees.
Add the new tree for the user on the Organization Groups page.

Pages Used to Manage Partners

Page Name	Object Name	Navigation	Usage
Manage Partner Users — User Information	RD_PTNR_USER_SRCH	Partners CRM, Manage Partner Users	Use to add partners.
Manage Partner Users — Organization Group	RD_PTNR_USER_SRCH	Partners CRM, Manage Partner Users	Use to organization groups for the partner.
Additional Roles	RD_PTNR_USER_ROLES	Click the Additional Roles button on the Manage Partner Users — Users page.	Use to add more then one role for the partner.

Managing Partner User Information

Access the User Information page.

Role

This is used to determine what the partner can do.

Additional Roles

Additional roles can be added by clicking the button.

Note. Roles can only be deleted from the Additional Roles page. Changing the role will add additional roles, but not delete the previously assigned role.

Add Users

Click the button to add additional users for the partner.

Save

Click the button to save new users for the partner.

Partner Name

This is a required field for the search. Use the other fields to limit the search.

Managing Organization Groups for Partners

Access the Organization Group page.

Organization Group	The options available for the user are controlled by the Organization Tree.
Group Owner	Select the user that you want to be the primary owner for the group.

Adding Additional Roles for Partners

Access the Additional Roles page.

Role Name

All of the roles display for the user. Use the Add and Delete buttons to remove or add roles for the user.

Adding Partner Contacts

This section explains how to manage partner contacts.

Pages Used to Add Contacts

Page Name	Object Name	Navigation	Usage
Partner Contact - Partners	RD_PRSN_PARTNERS	Partners CRM, Add Partner Contact, Partner Contact, Partners	Add a partner contact

Adding a Partner Contact

Add a partner contact is similar to adding any other contact in the PeopleSoft CRM system. To add a partner contact, access the Partner Contact component - Partners page.

This page is the only unique page when you want to add a partner contact. Be sure to fill out all of these other pages. The information is stored in the PeopleSoft Customer Data Model.

Role	This is used to determine what the partner can do.
Additional Roles	Additional roles can be added by clicking the button. Note. Roles can only be deleted from the Additional Roles page. Changing the role will add additional roles, but not delete the previously assigned role.
Add Users	Click the button to add additional users for the partner.
Save	Click the button to save new users for the partner.