Opportunity Management - Partner Types

Pgm: OMPARTNER_TYPE – Partner Types; standard Treeview path: Opportunity Management > Setup > Partner Types

This screen is used to maintain the list of partner types, which is used in the Partnership section of an opportunity’s Detail tab.

The following provides descriptions for the fields of a partner type entry.

Company

Company for which the entry is available. An asterisk (*) indicates that it is available for all companies.

Company Name

Name of the company selected by the Company field. If asterisk is selected, this field displays “All Companies”.

Code

Code to identify partner type entry. When creating a new partner type code, type the code in this field instead of choosing a value from the list.

Description

Description of partner type entry. When creating a new partner type code, a description must be entered in this field before the record can be saved.