RSF_FCAST_OS_VW(SQL View) |
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Opportunity Shadow Forecast VWThe 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 |
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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. |