RSFD_LEAD_VW

(SQL View)
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Dashboard Lead with Salesrep

A view in dashboard which holds the Lead information per salesrep..

SELECT L.LEAD_ID ,L.PERSON_ID , L.BO_ID_PERSON , L.DESCR50 , L.OPPORTUNITY_ID , L.CURRENCY_CD , L.EST_REVENUE , L.BO_ID_CUST , L.CUST_SETID , L.BUSINESS_UNIT , L.BO_ID_PARTNER , L.SALES_PRIORITY , L.BUSINESS_UNIT_RA , L.RA_CAMPAIGN_ID , L.REGION_ID , L.TREE_NAME , L.TERRITORY_ID , L.INDUSTRY_ID , L.PROD_GRP_SETID , L.PROD_SETID , L.PRODUCT_GROUP , L.PRODUCT_ID , L.LEAD_RATING , L.LEAD_REJECT_CD , L.LEAD_SOURCE_ID , L.LEAD_STATUS , L.ROW_ADDED_DTTM , L.ROW_LASTMANT_DTTM , L.REJECTED_DT , L.SETID , L.STATUS_CHANGE_DATE , L.ACCEPTED_DT , EA.TIMEFRAME_PERIOD , EQ.TIMEFRAME_PERIOD , EA.BEGIN_DT , EA.END_DT , EQ.BEGIN_DT , EQ.END_DT , UTFA.TIMEFRAME_PERIOD , UTFQ.TIMEFRAME_PERIOD , L.ROLE_TYPE_ID_CUST , 'Y' FROM PS_RSF_LEAD L , PS_RSFD_TFP_ANN_VW EA , PS_RSFD_TFP_QTR_VW EQ , PS_RSFD_TFP_ANN_VW UTFA , PS_RSFD_TFP_QTR_VW UTFQ WHERE L.RC_PROSPECT_SW = 'N' AND L.PERSON_ID > ' ' AND (%DatePart(L.ROW_ADDED_DTTM) >= EA.BEGIN_DT AND %DatePart(L.ROW_ADDED_DTTM) <= EA.END_DT) AND (%DatePart(L.ROW_ADDED_DTTM) >= EQ.BEGIN_DT AND %DatePart(L.ROW_ADDED_DTTM) <= EQ.END_DT) AND %DatePart(L.ROW_LASTMANT_DTTM) BETWEEN UTFA.BEGIN_DT AND UTFA.END_DT AND %DatePart(L.ROW_LASTMANT_DTTM) BETWEEN UTFQ.BEGIN_DT AND UTFQ.END_DT

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
1 LEAD_ID Character(15) VARCHAR2(15) NOT NULL Used by Sales Force Automation, this field uniquely identifies a Sales Lead.
2 PERSON_ID Character(15) VARCHAR2(15) NOT NULL Person ID
3 BO_ID_PERSON Number(31,0) DECIMAL(31) NOT NULL Business Object ID
4 DESCR50 Character(50) VARCHAR2(50) NOT NULL Description of length 50
5 OPPORTUNITY_ID Character(15) VARCHAR2(15) NOT NULL Opportunity ID
6 CURRENCY_CD Character(3) VARCHAR2(3) NOT NULL This field stores the Currency Code value.

Default Value: RSF_OPR_DEF_VW.CURRENCY_CD

Prompt Table: CURRENCY_CD_TBL

7 EST_REVENUE Signed Number(28,3) DECIMAL(26,3) NOT NULL The expected revenue (amount) associated with an Opportunity. This is particularly used for forecasting.
8 BO_ID_CUST Number(31,0) DECIMAL(31) NOT NULL This field stores the Business Object ID for the customer.
9 CUST_SETID Character(5) VARCHAR2(5) NOT NULL Customer Setid
10 BUSINESS_UNIT Character(5) VARCHAR2(5) NOT NULL Business Unit
11 BO_ID_PARTNER Signed Number(32,0) DECIMAL(31) NOT NULL Business Object ID of Partner Company.
12 SALES_PRIORITY Character(3) VARCHAR2(3) NOT NULL Priority of sales lead and opportunity
1=1-One
2=2-Two
3=3-Three
4=4-Four
5=5-Five
6=6-Six
7=7-Seven
8=8-Eight
9=9-Nine

Default Value: 5

13 BUSINESS_UNIT_RA Character(5) VARCHAR2(5) NOT NULL Business Unit

Prompt Table: SP_BU_RA_NONVW

14 RA_CAMPAIGN_ID Character(15) VARCHAR2(15) NOT NULL Marketing - Campaign Identification field. Character field that will contain a generated campaign or free form entered campaign id.

Prompt Table: RSF_CAMPAIGN_VW

15 REGION_ID Character(15) VARCHAR2(15) NOT NULL This field stores the region id value.
16 TREE_NAME Character(18) VARCHAR2(18) NOT NULL Tree Name

Default Value: RSF_OPR_DEF_VW.TREE_NAME

Prompt Table: RSF_OPR_TREE_VW

17 TERRITORY_ID Character(20) VARCHAR2(20) NOT NULL Territory ID
18 INDUSTRY_ID Character(30) VARCHAR2(30) NOT NULL Industry ID.
19 PROD_GRP_SETID Character(5) VARCHAR2(5) NOT NULL Product Group SetID
20 PROD_SETID Character(5) VARCHAR2(5) NOT NULL Product SET ID
21 PRODUCT_GROUP Character(10) VARCHAR2(10) NOT NULL PRoduct Group
22 PRODUCT_ID Character(18) VARCHAR2(18) NOT NULL Product ID
23 LEAD_RATING Character(2) VARCHAR2(2) NOT NULL Used by Sales Force Automation to indicate the value (rating) of a lead, i.e. whether it's a Hot Lead or a Cold Lead.

Prompt Table: RSF_LE_RATE_VW
Set Control Field: BUSINESS_UNIT

24 LEAD_REJECT_CD Character(10) VARCHAR2(10) NOT NULL LEAD_REJECT_CD

Prompt Table: RSF_LE_RJCT_A_V

25 LEAD_SOURCE_ID Character(15) VARCHAR2(15) NOT NULL Used by Sales Force Automation to identify the source of a Sales Lead.

Prompt Table: RSF_LE_SRC_VW

26 LEAD_STATUS Character(2) VARCHAR2(2) NOT NULL Used by Sales Force Automation to keep the status of a Sales Lead.
AC=Accepted
CD=Closed - Duplicate
CL=Closed - Won
CO=Converted to Opportunity
DE=Deferred
IM=Imported
LO=Closed - Lost
NE=New
OP=Open
RE=Referred
RJ=Rejected
TB=Turnback
WO=Working

Default Value: NE

27 ROW_ADDED_DTTM DateTime(26) TIMESTAMP This is a datetime field for record creation.
28 ROW_LASTMANT_DTTM DateTime(26) TIMESTAMP The date and time that the row was last updated.
29 REJECTED_DT Date(10) DATE Rejected Date
30 SETID Character(5) VARCHAR2(5) NOT NULL This field is used to store the value of SetID on various setup tables.
31 STATUS_CHANGE_DATE DateTime(26) TIMESTAMP Status Change Date
32 ACCEPTED_DT Date(10) DATE Accepted Date
33 EST_TF_ANNUAL Character(32) VARCHAR2(32) NOT NULL Timeframe period used in dashboard for estimated close date range
34 EST_TF_QTR Character(32) VARCHAR2(32) NOT NULL Timeframe period used in dashboard for estimated close date range
35 BEGIN_DT_ANN_EST Date(10) DATE Timeframe dates for dashboard: annual begin
36 END_DT_ANN_EST Date(10) DATE Timeframe dates for dashboard: annual end
37 BEGIN_DT_QTR_EST Date(10) DATE Timeframe dates for dashboard: quarter begin
38 END_DT_QTR_EST Date(10) DATE Timeframe dates for dashboard: quarter end
39 RSD_UPD_TF_ANN Character(32) VARCHAR2(32) NOT NULL Timeframe period used in dashboard for the annual period enclosing date when the record was updated.
40 RSD_UPD_TF_QTR Character(32) VARCHAR2(32) NOT NULL Timeframe period used in dashboard for the quarterly period enclosing date when the record was updated.
41 ROLE_TYPE_ID Number(12,0) DECIMAL(12) NOT NULL Role Type ID
42 INCL_IN_PLAN Character(1) VARCHAR2(1) NOT NULL Include in Planning