RSF_FCAST_OS_VW

(SQL View)
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Opportunity Shadow Forecast VW

The view which bridges between specific product forecasts within opportunities and the forecast detail record which is the foundation for all forecasting. This is however only shadow information, the primary record is the revenue.

SELECT DISTINCT 'S' , S.PERSON_ID , S.PERSON_ID , N.NAME , F.FORECAST_TYPE , O.CURRENCY_CD , (%Round(%decdiv(%DECMULT(F.EST_REVENUE, S.SHADOW_PCT) , 100), 3) + SHADOW_AMT) , F.EST_CLOSE_DT , F.CONFIDENCE_PCT , O.OPPORTUNITY_ID , O.OPPORTUNITY_NAME , O.OPPORTUNITY_STATUS , O.SALES_MODEL , O.SALES_STAGE , O.STAGE_PCT_CLOSE , O.ROLE_TYPE_ID_CUST , O.BO_ID_CUST , O.CUST_SETID , O.BUSINESS_UNIT , O.REGION_ID , O.TREE_NAME , O.TERRITORY_ID , O.INDUSTRY_ID , O.PROD_SETID , F.PRODUCT_GROUP , F.PRODUCT_ID , F.REVENUE_TYPE , F.RECUR_FLAG , F.RECUR_PERIOD_NO , F.RECUR_PERIODS , F.COMMENTSHORT , O.LEAD_ID FROM PS_RSF_OPPORTUNITY O , PS_RSF_OPP_SLSREP S , PS_RSF_OPP_FORCST F , PS_RB_PRSN_P_NM_VW N WHERE (O.OPPORTUNITY_STATUS = '0' OR O.OPPORTUNITY_STATUS = '2') AND S.PERSON_ID = N.PERSON_ID AND O.CURRENCY_CD <> ' ' AND F.OPPORTUNITY_ID = O.OPPORTUNITY_ID AND S.OPPORTUNITY_ID = O.OPPORTUNITY_ID AND (S.SHADOW_PCT <> 0 OR S.SHADOW_AMT <> 0) AND F.FORECAST = 'Y' AND S.PERSON_ID <> ' '

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
1 FORECAST_CATEGORY Character(1) VARCHAR2(1) NOT NULL Forecast Category
R=Revenue Forecast
S=Shadow Forecast
2 PERSON_ID Character(15) VARCHAR2(15) NOT NULL Person ID
3 PERSON_ID_ADJUSTBY Character(15) VARCHAR2(15) NOT NULL Person id of person who adjusted a forecast.
4 SALES_USER_NAME Character(50) VARCHAR2(50) NOT NULL Sales User Name field
5 FORECAST_TYPE Character(10) VARCHAR2(10) NOT NULL Type of forecast, eg 'Open' or 'closed'
6 FROM_CUR Character(3) VARCHAR2(3) NOT NULL From Currency Code
7 FROM_REVENUE Signed Number(28,3) DECIMAL(26,3) NOT NULL From Revenue For Forecast Comparison Ace Report
8 EST_CLOSE_DT Date(10) DATE Estimated Close Date of an Opportunity
9 CONFIDENCE_PCT Number(3,0) SMALLINT NOT NULL Confidence Percentage
10 OPPORTUNITY_ID Character(15) VARCHAR2(15) NOT NULL Opportunity ID
11 OPPORTUNITY_NAME Character(50) VARCHAR2(50) NOT NULL Opportunity Name - User Enters this field in Mixed Case.
12 OPPORTUNITY_STATUS Character(1) VARCHAR2(1) NOT NULL Opportunity Status. The values are XLat Values
0=Open
1=Closed - Lost
2=Closed - Won
3=Inactive
13 SALES_MODEL Character(18) VARCHAR2(18) NOT NULL Sales Model Id
14 SALES_STAGE Character(24) VARCHAR2(24) NOT NULL Sales Stage Identifier
15 STAGE_PCT_CLOSE Number(3,0) SMALLINT NOT NULL To indicate a % of how much a stage is completed
16 ROLE_TYPE_ID_CUST Number(12,0) DECIMAL(12) NOT NULL Stores ROLE_TYPE_ID for the customer
17 BO_ID_CUST Number(31,0) DECIMAL(31) NOT NULL This field stores the Business Object ID for the customer.
18 CUST_SETID Character(5) VARCHAR2(5) NOT NULL Customer Setid
19 BUSINESS_UNIT Character(5) VARCHAR2(5) NOT NULL Business Unit
20 REGION_ID Character(15) VARCHAR2(15) NOT NULL This field stores the region id value.
21 TREE_NAME Character(18) VARCHAR2(18) NOT NULL Tree Name

Default Value: RSF_OPR_DEF_VW.TREE_NAME

Prompt Table: RSF_OPR_TREE_VW

22 TERRITORY_ID Character(20) VARCHAR2(20) NOT NULL Territory ID
23 INDUSTRY_ID Character(30) VARCHAR2(30) NOT NULL Industry ID.
24 PROD_SETID Character(5) VARCHAR2(5) NOT NULL Product SET ID
25 PRODUCT_GROUP Character(10) VARCHAR2(10) NOT NULL PRoduct Group
26 PRODUCT_ID Character(18) VARCHAR2(18) NOT NULL Product ID
27 REVENUE_TYPE Character(15) VARCHAR2(15) NOT NULL This field is used to store revenue type related to a product sales and used within forecasting.
28 RECUR_FLAG Character(1) VARCHAR2(1) NOT NULL Identifies if a revenue flow is one of a set of recurring.
N=Non-Recuring Revenue
Y=Recurring Revenue
29 RECUR_PERIOD_NO Character(5) VARCHAR2(5) NOT NULL The specific recurring period of this revenue flow.
30 RECUR_PERIODS Number(5,0) INTEGER NOT NULL Number of periods of recurring price. That is, if a monthly payment plan, how many months of payment.
31 COMMENTS_254 Character(254) VARCHAR2(254) NOT NULL Comments
32 LEAD_ID Character(15) VARCHAR2(15) NOT NULL Used by Sales Force Automation, this field uniquely identifies a Sales Lead.