RSF_FCAST_OR_VW(SQL View) |
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Opportunity Revenue ForecastVWThe view which bridges between specific product forecasts within opportunities and the forecast detail record which is the foundation for all forecasting. |
SELECT DISTINCT 'R' , S.PERSON_ID , S.PERSON_ID , N.NAME , F.FORECAST_TYPE , O.CURRENCY_CD , %Round(%decdiv(%decmult(F.EST_REVENUE, S.PCT_ALLOC), 100), 3) , 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 F.FORECAST = 'Y' AND F.EST_REVENUE <> 0 AND S.PCT_ALLOC <> 0 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. |