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CRM 8.

9 Sales

Table of Contents

Lead -1-
Opportunity -2-
Forecast -3-
Pipeline -4-
Territory -5-
Import -6-
Operator -7-
CRM 8.9 Sales - Lead
PS_RSF_ASSIGN_GRP
PS_RSF_TEAM
SETID (FK)
MARKET (FK) TEAM_ID
PS_RSF_INDUSTRY PS_RB_REGION PS_BUS_UNIT_TBLRSF PS_RSF_TR_NEW_TREE PS_RSF_TERRITORY
REGION_CATERY BUSINESS_UNIT ASSIGN_GROUP (FK) DESCR
INDUSTRY_ID TREE_NAME TREE_NAME (FK)
REGION_ID ASSIGN_OWNER PS_RSF_TEAM_LNG STATUS
BUSINESS_UNIT_RO TERRITORY_ID
DESCR50 EFFDT_TO TEAM_ID (FK) RB_WF_GRP_NAME
STATUS CURRENCY_CD DESCR
SIC_CODE DESCR BUSINESS_UNIT LANGUAGE_CD EMAIL_ADDR
REGION_TYPE BU_STATUS CHOOSE_TERRITORY
PARENT_INDUSTRY_ID TREE_NODE MARKET RB_AUDIT_SBR
DESCR MARKET CHOOSE_TEAM DESCR
STATUS TREE_LEVEL ASSIGN_GROUP OPPORTUNITY_ID (FK)
PARENT_REGION_ID ORDER_FROM_LEAD MULTI_TERR_COUNT
RB_AUDIT_SBR TREE_LEVEL_DESCR DESCR PERSON_ID (FK)
RB_AUDIT_SBR CONV_ORDERED_LEAD CHOOSE_REP
ASSIGN_OWNER_RSF BO_ID_PARTNER
TASK_TYPE ASSIGNMENT_TYPE
ASSIGN_OWNER_PRM RB_AUDIT_SBR
TREE_NAME CHOOSE_PRIMARY
ASSIGN_OWNER_RSP
ASSIGN_GROUP CHOOSE_RROBIN PS_RSF_ASSIGNG_LNG
PS_RSF_INDSTRY_LNG RB_AUDIT_SBR
RB_AUDIT_SBR PS_RSF_TERR_LNG CHOOSE_RROBIN_TYPE SETID (FK)
LANGUAGE_CD SINGLE_BU_FLG
INDUSTRY_ID (FK TREE_NAME (FK) MARKET (FK)
RB_AUDIT_SBR ASSIGN_GROUP (FK)
TERRITORY_ID (FK)
DESCR50 CONFIG_CRITERIA_CD (FK) LANGUAGE_CD
LANGUAGE_CD
TREE_NAME (FK)
DESCR TERRITORY_ID (FK) DESCR

PS_RSF_LE_SRC_TBL
LEAD_SOURCE_ID
DESCR50
STATUS PS_RSF_LEAD PS_RSF_LE_SLSREP
RB_SYSD_SBR LEAD_ID LEAD_ID (FK) PS_RSF_TEAM_MBRS
RB_AUDIT_SBR DESCR50 PERSON_ID TEAM_ID (FK)
LEAD_ID (FK) BUSINESS_UNIT (FK) BO_ID_PERSON PERSON_ID
PERSON_ID ROLE_TYPE_ID_USER SALES_USER_TYPE
PS_RSF_LE_RATE_TBL SALES_USER_NAME BO_ID_PARTNER ROLE_CD
SETID PERSON_ID_PARTNER ROLE_TYPE_ID_PART
PS_RSF_LE_SRC_LNG SHADOW_PCT
LEAD_RATING SETID (FK) SALES_USER_TYPE
LEAD_SOURCE_ID (FK) SHADOW_AMT
CUST_ID TREE_NAME
LANGUAGE_CD STATUS RB_AUDIT_SBR
BO_ID_CUST TERRITORY_ID
DESCR50 DESCR ROLE_TYPE_ID_CUST PRIMARY_FLG
RT_NOTIFY_FLG BO_ID_SITE ROLE_CD
TIME_UNIT ROLE_TYPE_ID_SITE DESCR254
TIME_MAXIMUM BO_ID_PERSON RB_AUDIT_SBR
RB_SYSD_SBR ROLE_TYPE_ID_USER TEAM_ID (FK)
RB_AUDIT_SBR BO_ID_PARTNER PS_PROD_ITEM
LEAD_ID (FK) ROLE_TYPE_ID_PART
PRODUCT_ID
BO_ID_PART_CONT PS_RSF_SUSER
ROLE_TYPE_ID_PARTC DURATION
PERSON_ID (FK)
BO_ID_REFERRED_BY DURATION_FREQ
PS_RSF_LE_RATE_LNG ROLE_TYPE_ID_RFRL STATUS DESCR
SETID (FK) BO_ID_CONTACT SALES_USER_TYPE PROD_TYPE
PS_RSF_LE_NOTE LEAD_RATING (FK) BUSINESS_UNIT MODEL_NBR
NAME1
LEAD_ID (FK) LANGUAGE_CD SITE_NAME MARKET CATALOG_NBR
NOTE_SEQ_NBR OPPORTUNITY_ID TREE_NAME TAX_PRODUCT_NBR
DESCR
RC_SUMMARY LEAD_RATING ASSIGN_GROUP TAX_TRANS_TYPE
RC_NOTE_TYPE LEAD_STATUS BO_ID_COMPANY TAX_TRANS_SUB_TYPE
START_DATE ASSIGN_GROUP (FK) TEAM_ID PRODUCT_KIT_FLAG
END_DATE TERRITORY_ID (FK) TASK_TYPE EFF_STATUS
RC_VISIBILITY TREE_NAME (FK) PS_RSF_LEAD_NEED CURRENCY_CD INV_ITEM_ID
DESCRLONG REGION_ID (FK) LEAD_ID (FK) SEG_QUOTA_TYPE SERVICE
RB_AUDIT_SBR CUST_SETID SEQ_NUM REV_QUOTA_TYPE AGREEMENT_SETID
PS_RSF_LE_RJCT_RSN
PROD_SETID UNIT_QUOTA_TYPE ENGAGEMENT
SETID PROD_SETID
PRODUCT_ID SHADOW_AMT DROP_SHIP_FLAG
LEAD_REJECT_CD DATE_FULFILLED
PRODUCT_GROUP SHADOW_PCT COMM_FLAG
STATUS PROD_GRP_SETID NEED_ID RB_AUDIT_SBR COMM_PCT
PS_RSF_LE_NOTE_AT DESCR PRIORITY_ID LEAD_ID (FK) UPPER_MARGIN_AMT
FULFILL_SETID
LEAD_ID (FK) RB_SYSD_SBR SURVEY_SETID IMPACT_ID LOWER_MARGIN_AMT
NOTE_SEQ_NBR (FK) RB_AUDIT_SBR LEAD_SOURCE_ID STATUS_ID UPPER_MARGIN_PCT
ATTACH_SEQ_NBR LEAD_ID (FK) BUSINESS_UNIT_RA DESCR100 LOWER_MARGIN_PCT
PS_RSF_SUSER_LNG
RA_CAMPAIGN_ID DESCR254 HOLD_UPDATE_SW
DESCRIPTION PERSON_ID (FK)
RA_CMPGN_WAVE_ID REQUIRED_DATE BUSINESS_UNIT_PC
RC_VISIBILITY LANGUAGE_CD
LEAD_TYPE PRIORITY_CHAR PROJECT_ID
ATTACHSIZE
EST_REVENUE PERSON_ID COMMENTS_254 ACTIVITY_ID
ATTACHMIMETYPE PS_RSF_LE_RJCT_LNG
CURRENCY_CD BO_ID_CONTACT COST_ELEMENT
ATTACHSYSFILENAME
SETID (FK) BO_ID_CUST EXPORT_LIC_REQ
ATTACHUSERFILE CUR_RT_TYPE
LEAD_REJECT_CD (FK) CONTACT_NAME RETURN_FLAG
RB_AUDIT_SBR CHNL_PARTNER_ID
LANGUAGE_CD RB_AUDIT_SBR DESCR254
ALLIANC_PARTNER_ID
DESCR REFERRED_DT CFG_KIT_FLAG
ACCEPTED_DT CFG_CODE_OPT
REJECTED_DT CP_TEMPLATE_ID
NEXT_ACTIVITY_DT CP_TREE_DIST
PS_RSF_NEED_IMPACT
PROFILE_CM_SEQ PRICE_KIT_FLAG
SETID PS_RSF_NEED_IMCT_L
CM_ID_ADDRESS PROD_BRAND
IMPACT_ID SETID (FK)
COUNTRY PROD_CATERY
PS_RSF_CONT_DEPART IMPACT_ID (FK)
PS_RSF_LE_CONTACTS ADDRESS1 STATUS INSTALLED_PROD
SETID
LEAD_ID (FK) ADDRESS2 Legend DESCR LANGUAGE_CD ORDERABLE
DEPARTMENT_ID
SEQNUM ADDRESS3 DESCR254 DESCR PROD_REGION_FLAG
STATUS ADDRESS4 RB_AUDIT_SBR DESCR254 SITE_REQUIRED
DESCR CONTACT_ID LEAD_ID (FK) SO_REQUIRED
CITY
DESCR254 BO_ID_CONTACT SEQ_NUM (FK) SERVICE_ID
NUM1
RB_SYSD_SBR ROLE_TYPE_ID_CNTCT OPPORTUNITY_ID (FK) INST_PRD_ASN_IFLAG
NUM2
RB_AUDIT_SBR FIRST_NAME INST_PRD_ASN_ISTAT
HOUSE_TYPE
LEAD_ID (FK) LAST_NAME PS_RSF_NEED_PRTY INST_PRD_ASN_UFLAG
ADDR_FIELD1
ROLE_CD SETID PS_RSF_NEED_PRTY_L INST_PRD_ASN_USTAT
ADDR_FIELD2
SUPPORT_ID PRIORITY_ID SETID (FK) INST_PRD_MTL_IFLAG
ADDR_FIELD3
PS_RSF_CONTDEPT_L IMPACT_ID PRIORITY_ID (FK) INST_PRD_MTL_ISTAT
COUNTY STATUS
SETID (FK) TITLE_ID LANGUAGE_CD INST_PRD_MTL_UFLAG
STATE DESCR
DEPARTMENT_ID (FK) DEPARTMENT_ID INST_PRD_MTL_USTAT
POSTAL DESCR254 DESCR
LANGUAGE_CD APPROVED_FLAG INST_PRD_ORD_IFLAG
GEO_CODE RB_AUDIT_SBR DESCR254
CONTACT_NAME INST_PRD_ORD_ISTAT
DESCR IN_CITY_LIMIT LEAD_ID (FK)
COMM_METHOD PROD_FIELD_C1_A
DESCR254 ADDRESS1_AC SEQ_NUM (FK)
PRIMARY_FLAG PROD_FIELD_C1_B
ADDRESS2_AC OPPORTUNITY_ID
COUNTRY_CODE PROD_FIELD_C1_C
ADDRESS3_AC
PS_RSF_CONT_IMPACT WORK_PHONE PROD_FIELD_C1_D
ADDRESS4_AC PS_RSF_NEED_STATUS
EXTENSION PS_RSF_NEED_STAT_L PROD_FIELD_C10_A
SETID CITY_AC SETID
HOME_PHONE SETID (FK) PROD_FIELD_C10_B
IMPACT_ID TIMEZONE STATUS_ID
CELL_PHONE STATUS_ID (FK) PROD_FIELD_C10_C
BILL_TO_FLG
STATUS FAX STATUS LANGUAGE_CD PROD_FIELD_C10_D
SOLD_TO_FLG
DESCR EMAILID DESCR PROD_FIELD_C2
SHIP_TO_FLG DESCR
DESCR254 PROFILE_CM_SEQ_HM DESCR254 PROD_FIELD_C30_A
CLONEDFROM_LEAD_ID DESCR254
RB_AUDIT_SBR PROFILE_CM_SEQ_CEL RB_AUDIT_SBR PROD_FIELD_C30_B
CLONEDTO_LEAD_ID
RB_SYSD_SBR PROFILE_CM_SEQ_EML LEAD_ID (FK) PROD_FIELD_C30_C
RC_BUS_UNIT
LEAD_ID (FK) PROFILE_CM_SEQ_FAX SEQ_NUM (FK) PROD_FIELD_C30_D
CASE_ID
SEQNUM (FK) PROFILE_CM_SEQ_WK OPPORTUNITY_ID PROD_FIELD_C4
AGREEMENT_CODE
OPPORTUNITY_ID (FK) CB_CONVERT_CONTACT PROD_FIELD_C6
AGR_RENEWAL_NUM PS_RSF_NEED_TYPE
SEQNO (FK) DESCR254 PROD_FIELD_C8
PS_RSF_CONTIMPCT_L RC_PROSPECT_SW SETID PS_RSF_NEED_TYP_LN
DESCR100 PROD_FIELD_N12_A
SETID (FK) RC_PROSPECT_STAT NEED_ID
CMF_ID SETID (FK)
FIRST_NAME PROD_FIELD_N12_B
IMPACT_ID (FK) RB_AUDIT_SBR STATUS NEED_ID (FK)
LAST_NAME PROD_FIELD_N12_C
LANGUAGE_CD DESCR LANGUAGE_CD
CNSMR_CNTCT_SEQ PROD_FIELD_N12_D
DESCR DESCR254 DESCR PROD_FIELD_N15_A
CNSMR_CNTCT_FLG
DESCR254 RB_AUDIT_SBR DESCR254 PROD_FIELD_N15_B
SALES_PRIORITY
PS_RSF_LE_PARTNER LEAD_ID (FK) PROD_FIELD_N15_C
TEAM_ID (FK)
LEAD_ID (FK) SEQ_NUM (FK) PROD_FIELD_N15_D
CONV_FROM_TLM_DTTM
BO_ID_CUST OPPORTUNITY_ID DATETIME_ADDED
OPRID_CONVERTED_BY
BO_NAME_PARTNER STATUS_CHANGE_DATE LASTUPDDTTM
PS_RSF_CONT_TITLE
CONTACT_ID LEAD_REJECT_CD LAST_MAINT_OPRID
SETID
PRODUCT_ID REFERRAL_FLG AGREEMENT_CODE
TITLE_ID
CUST_ID DESCR254 TAX_GROUP
PS_RSF_LE_PRODUCTS
STATUS MARKET (FK) PS_PROD_GROUP_TBL PRODUCT_USE
ROLE_TYPE_ID_CUST LEAD_ID (FK)
DESCR REJECTION_COMMENTS SETID RO_ATTR_EXIST
DESCR100 SEQ_NUM
DESCR254 RB_AUDIT_SBR PROD_GRP_TYPE MARKET
BO_ID_CONTACT
RB_AUDIT_SBR REGION_CATERY (FK) BUSINESS_UNIT_IN PRODUCT_GROUP RB_AUDIT_SBR_
PARTNER_ROLE_ID
RB_SYSD_SBR INDUSTRY_ID (FK) PRODUCT_GROUP EFFDT SETID (FK)
PARTNER_TYPE_ID
LEAD_ID (FK) PRODUCT_ID PROD_GRP_TYPE (FK)
PARTNER_RATE_ID DESCR
SEQNUM (FK) REVENUE_TYPE PRODUCT_GROUP (FK)
PARTNER_STATUS_ID EFF_STATUS
OPPORTUNITY_ID (F QTY EFFDT (FK)
RB_AUDIT_SBR WEB_OE_PROD_CAT
SEQNO (FK) UNIT_OF_MEASURE OPPORTUNITY_ID (FK)
CURRENCY_CD DESCRSHORT SEQNUMPROD (FK)
PRICE_BASE GLOBAL_FLAG
PS_RSF_CONTTITLE_L PS_RSF_PARTNR_TYPE PS_RSF_PARTNR_ROLE PS_RSF_PARTNR_RATE PS_RSF_PARTNR_STAT MARKET
NON_RECUR_TOTAL
SETID (FK) SETID SETID SETID SETID RECUR_PRICE RB_AUDIT_SBR
TITLE_ID (FK) PARTNER_TYPE_ID PARTNER_ROLE_ID PARTNER_RATE_ID PARTNER_STATUS_ID PPRC_RECUR_FREQ LEAD_ID (FK)
LANGUAGE_CD
STATUS STATUS STATUS STATUS RECUR_PERIODS SEQ_NUM (FK)
OPPORTUNITY_ID (FK)
Legend
DESCR DESCR50 DESCR50 DESCR50 DESCR50 RECUR_TOTAL
COST SEQNUMPROD (FK)
DESCR254 RB_SYSD_SBR RB_SYSD_SBR RB_SYSD_SBR RB_SYSD_SBR
RB_AUDIT_SBR RB_AUDIT_SBR RB_AUDIT_SBR RB_AUDIT_SBR PRIMARY_FLAG RB_AUDIT_SBR RB_SYSD_SBR
LEAD_ID (FK) LEAD_ID (FK) LEAD_ID (FK) LEAD_ID (FK) GENERATE_QUOTE
BO_ID_CUST (FK) BO_ID_CUST (FK) BO_ID_CUST (FK) BO_ID_CUST (FK) RB_AUDIT_SBR ROW_ADDED_DTTM RC_MAINT_OWNER
BO_NAME_PARTNER (FK) BO_NAME_PARTNER (FK) BO_NAME_PARTNER (FK) BO_NAME_PARTNER (FK) ROW_ADDED_OPRID SYSD_APPLICATION01
CONTACT_ID (FK) CONTACT_ID (FK) CONTACT_ID (FK) CONTACT_ID (FK) ROW_LASTMANT_DTTM SYSD_APPLICATION02
PRODUCT_ID (FK) PRODUCT_ID (FK) PRODUCT_ID (FK) PRODUCT_ID (FK) ROW_LASTMANT_OPRID SYSD_APPLICATION03
CUST_ID (FK) CUST_ID (FK) CUST_ID (FK) CUST_ID (FK) SYNCID SYSD_APPLICATION04
OPPORTUNITY_ID (FK) OPPORTUNITY_ID (FK) OPPORTUNITY_ID (FK) OPPORTUNITY_ID (FK) SYSD_APPLICATION05
SYSD_APPLICATION06
PS_RSF_PART_TYPE_L PS_RSF_PATROLE_LNG PS_RSF_PART_RATE_L SYSD_APPLICATION07
PS_RSF_PART_STAT_L
SETID (FK) SETID (FK) SYSD_APPLICATION08
SETID (FK) SETID (FK)
PARTNER_TYPE_ID (FK) PARTNER_ROLE_ID (FK) PARTNER_RATE_ID (FK) PARTNER_STATUS_ID (F
LANGUAGE_CD LANGUAGE_CD LANGUAGE_CD LANGUAGE_CD
DESCR50 DESCR50 DESCR50 DESCR50
CRM 8.9 Sales - Opportunity
PS_RSF_SALES_STAGE PS_RB_REGION PS_RSF_INDUSTRY
PS_RSF_SALES_MODEL PS_RSF_SALES_TASK PS_RSF_TERRITORY
SETID (FK) REGION_CATERY INDUSTRY_ID
SETID SETID (FK) TREE_NAME (FK)
SALES_MODEL (FK) REGION_ID
SALES_MODEL SALES_MODEL (FK) DESCR50 TERRITORY_ID
SALES_STAGE
SALES_STAGE (FK) STATUS SIC_CODE
STATUS BUSINESS_UNIT
SEQNUMSTAGE REGION_TYPE PARENT_INDUSTRY_ID
INDUSTRY_ID SALES_TASK MARKET
STATUS DESCR STATUS
SIC_CODE PS_RSF_SLS_MDL_LNG PS_RSF_SLS_STG_LNG SEQNUMTASK PS_RSF_SLS_TSK_LNG ASSIGN_GROUP
PIPELINE_SEGMENT (FK) PARENT_REGION_ID RB_AUDIT_SBR
SALES_PROC_TYPE LANGUAGE_CD SETID (FK) STATUS SETID (FK) DESCR
DESCR50 RB_AUDIT_SBR
MAX_NUM_DAYS SETID (FK) SALES_MODEL (FK) REQUIRED_FLAG SALES_MODEL (FK BO_ID_PARTNER
DESCR60
PRODUCT_ID SALES_MODEL (FK) SALES_STAGE (FK) DESCR50 SALES_STAGE (FK) RB_AUDIT_SBR
STAGE_WEIGHTAGE
TERRITORY_ID DESCR60
DESCR DESCRLONG LANGUAGE_CD SALES_TASK
DESCR MENUNAME
RB_AUDIT_SBR DESCR50 LANGUAGE_CD
DESCR254 BARNAME
PIPELINE (FK) DESCR60 DESCR50
CLOSE_PCT_METHOD ITEMNAME
RB_AUDIT_SBR DESCRLONG PNLNAME DESCR60 PS_RSF_INDSTRY_LNG
RB_AUDIT_SBR LANGUAGE_CD
INDUSTRY_ID (FK
DESCR50

PS_RSF_OPP_NOTE_AT
PS_RSF_TERR_LNG
OPPORTUNITY_ID (FK) PS_RSF_OPP_NOTE PS_RSF_OPPORTUNITY
TREE_NAME (FK)
NOTE_SEQ_NBR (FK) OPPORTUNITY_ID (FK) OPPORTUNITY_ID
PS_RSF_OPP_SLSREP TERRITORY_ID (FK)
ATTACH_SEQ_NBR NOTE_SEQ_NBR
OPPORTUNITY_NAME LANGUAGE_CD
OPPORTUNITY_ID (FK)
DESCRIPTION RC_SUMMARY OPPORTUNITY_STATUS
PERSON_ID DESCR
RC_VISIBILITY RC_NOTE_TYPE TEAM_DESCR
ATTACHSIZE RC_VISIBILITY CUST_SETID BO_ID_PERSON
ATTACHMIMETYPE START_DATE BUSINESS_UNIT ROLE_TYPE_ID_USER
ATTACHSYSFILENAME END_DATE CUST_ID PS_RSF_OPP_COMP SALES_USER_NAME
ATTACHUSERFILE DESCRLONG BO_ID_CUST SALES_USER_TYPE
OPPORTUNITY_ID (FK)
RB_AUDIT_SBR RB_AUDIT_SBR ROLE_TYPE_ID_CUST BO_ID_PARTNER
BO_ID_PARTNER BO_ID_CUST ROLE_TYPE_ID_PART
ROLE_TYPE_ID_PART PRODUCT_ID TREE_NAME (FK)
BO_ID_PART_CONT CONTACT_ID TERRITORY_ID (FK)
Tasks ROLE_TYPE_ID_PARTC ROLE_TYPE_ID_CUST PRIMARY_FLG
Common logic BO_ID_PERSON CUST_ID ROLE_CD
See PSF_RB_TSK and ROLE_TYPE_ID_USER WEB_URL PCT_ALLOC
related tables BO_ID_CONTACT NAME1_AC SHADOW_AMT
ROLE_TYPE_ID_CNTCT INVOLVMENT SHADOW_PCT
DESCR100 PS_PROD_ITEM
BO_ID_SITE DESCR254
ROLE_TYPE_ID_SITE BO_ID_CONTACT RB_AUDIT_SBR PRODUCT_ID
SITE_NAME RB_AUDIT_SBR DURATION
PERSON_ID DURATION_FREQ
PS_RSF_FALLOUT_RSN PS_RSF_OPP_CLOSE
SALES_USER_NAME DESCR
FALLOUT_RSN_CD (FK) OPPORTUNITY_ID (FK)
CUR_RT_TYPE PROD_TYPE
PS_RSF_OPP_FORCST FALLOUT_RSN_CD PS_RSF_TEAM
STATUS PROFILE_CM_SEQ MODEL_NBR
OPPORTUNITY_ID (FK) PS_RSF_OPP_NEED TEAM_ID
DESCR BO_ID_CUST NAME1 CATALOG_NBR
PRODUCT_GROUP DESCR254 COMMENTS REGION_ID (FK) OPPORTUNITY_ID (FK)
DESCR TAX_PRODUCT_NBR
PRODUCT_ID RB_AUDIT_SBR RB_AUDIT_SBR REGIONDESCR SEQ_NUM
STATUS TAX_TRANS_TYPE
EST_CLOSE_DT OPPORTUNITY_ID (FK) ASSIGN_GROUP PROD_SETID RB_WF_GRP_NAME TAX_TRANS_SUB_TYPE
RECUR_PERIOD_NO TREE_NAME (FK) DATE_FULFILLED EMAIL_ADDR PRODUCT_KIT_FLAG
FORECAST_TYPE TERRITORY_ID (FK) NEED_ID RB_AUDIT_SBR EFF_STATUS
REVENUE_TYPE TERRITORYDESCR PRIORITY_ID OPPORTUNITY_ID (FK) INV_ITEM_ID
PS_RSF_FALLOUT_LNG
FORECAST PERSON_ID_PARTNER IMPACT_ID PERSON_ID (FK) SERVICE
FALLOUT_RSN_CD (FK)
EST_REVENUE CONTACT_ID STATUS_ID AGREEMENT_SETID
CURRENCY_CD LANGUAGE_CD PHONE_TYPE DESCR100 ENGAGEMENT
CONFIDENCE_PCT DESCR PHONE DESCR254 DROP_SHIP_FLAG
RECUR_TOTAL DESCR254 NAME REQUIRED_DATE COMM_FLAG
QTY EMAIL_ADDR PRIORITY_CHAR PS_RSF_TEAM_LNG COMM_PCT
RECUR_FLAG SALES_MODEL (FK) PERSON_ID TEAM_ID (FK) UPPER_MARGIN_AMT
PPRC_RECUR_FREQ SALES_STAGE (FK) BO_ID_CONTACT LANGUAGE_CD LOWER_MARGIN_AMT
RECUR_PRICE PS_RSF_OPP_ATTACH SEQNUM CONTACT_NAME UPPER_MARGIN_PCT
SEQ_NUM DESCR
RECUR_PERIODS OPPORTUNITY_ID (FK) BO_ID_CUST LOWER_MARGIN_PCT
COMMENTSHORT SALES_PRIORITY RESOLVED_IND HOLD_UPDATE_SW
SEQNUM SALES_TASK
NON_RECUR_TOTAL RB_AUDIT_SBR BUSINESS_UNIT_PC
DESCR INDUSTRY_ID (FK)
UNIT_OF_MEASURE PROJECT_ID
ATTACHSYSFILENAME EST_REVENUE
PRICE_BASE ACTIVITY_ID
ATTACHUSERFILE ACT_REVENUE
RB_AUDIT_SBR COST_ELEMENT
RB_AUDIT_SBR PREV_REVENUE EXPORT_LIC_REQ
CURRENCY_CD RETURN_FLAG
CONFIDENCE_PCT PS_RSF_NEED_IMPACT DESCR254
PS_RSF_CONT_DEPART STAGE_PCT_CLOSE SETID CFG_KIT_FLAG
SETID ACT_CLOSE_DT IMPACT_ID PS_RSF_NEED_IMCT_L CFG_CODE_OPT
DEPARTMENT_ID EST_CLOSE_DT SETID (FK) CP_TEMPLATE_ID
STATUS
PS_RSF_OPP_CONTACT PREV_CLOSE_DT IMPACT_ID (FK) CP_TREE_DIST
STATUS DESCR
OPPORTUNITY_ID (FK) FORECAST LANGUAGE_CD PRICE_KIT_FLAG
DESCR DESCR254
DESCR254 SEQNO FORECAST_TYPE DESCR PROD_BRAND
RB_AUDIT_SBR
RB_SYSD_SBR FORECAST_TOTAL DESCR254 PROD_CATERY
CONTACT_ID LEAD_ID (FK)
RB_AUDIT_SBR LEAD_SOURCE_ID INSTALLED_PROD
BO_ID_CONTACT SEQ_NUM (FK)
LEAD_ID (FK) LEAD_ID ORDERABLE
ROLE_TYPE_ID_CNTCT OPPORTUNITY_ID (FK)
NEXT_ACTIVITY_DT PROD_REGION_FLAG
FIRST_NAME
PRODUCT_GROUP SITE_REQUIRED
PS_RSF_CONTDEPT_L LAST_NAME
PRODGROUPDESCR PS_RSF_NEED_PRTY SO_REQUIRED
SETID (FK) CONTACT_NAME
PROD_GRP_SETID SETID SERVICE_ID
DEPARTMENT_ID (FK) PRIMARY_FLAG
PRODUCT_ID PRIORITY_ID INST_PRD_ASN_IFLAG
LANGUAGE_CD ROLE_CD PS_RSF_NEED_PRTY_L
PRODUCTDESCR INST_PRD_ASN_ISTAT
SUPPORT_ID STATUS SETID (FK)
DESCR PROD_SETID INST_PRD_ASN_UFLAG
IMPACT_ID DESCR PRIORITY_ID (FK)
DESCR254 FULFILL_SETID INST_PRD_ASN_USTAT
TITLE_ID DESCR254 LANGUAGE_CD
CM_ID_ADDRESS INST_PRD_MTL_IFLAG
APPROVAL_REQ_FLAG RB_AUDIT_SBR
COUNTRY DESCR INST_PRD_MTL_ISTAT
DEPARTMENT_ID LEAD_ID (FK)
PS_RSF_CONT_IMPACT ADDRESS1 DESCR254 INST_PRD_MTL_UFLAG
COMM_METHOD SEQ_NUM (FK)
SETID ADDRESS2 INST_PRD_MTL_USTAT
COUNTRY_CODE OPPORTUNITY_ID (FK)
IMPACT_ID ADDRESS3 INST_PRD_ORD_IFLAG
WORK_PHONE
ADDRESS4 INST_PRD_ORD_ISTAT
STATUS EXTENSION
CITY PS_RSF_NEED_STATUS PROD_FIELD_C1_A
DESCR PRIORITY_CHAR
NUM1 PROD_FIELD_C1_B
DESCR254 HOME_PHONE SETID
NUM2 PROD_FIELD_C1_C
RB_AUDIT_SBR CELL_PHONE STATUS_ID PS_RSF_NEED_STAT_L
HOUSE_TYPE PROD_FIELD_C1_D
RB_SYSD_SBR FAX SETID (FK)
ADDR_FIELD1 STATUS PROD_FIELD_C10_A
LEAD_ID (FK) EMAILID STATUS_ID (FK)
ADDR_FIELD2 DESCR PROD_FIELD_C10_B
SEQNUM (FK) CB_CONVERT_CONTACT LANGUAGE_CD
ADDR_FIELD3 DESCR254 PROD_FIELD_C10_C
OPPORTUNITY_ID (FK) PROFILE_CM_SEQ_CEL
COUNTY RB_AUDIT_SBR DESCR PROD_FIELD_C10_D
SEQNO (FK) PROFILE_CM_SEQ_EML
STATE LEAD_ID (FK) DESCR254 PROD_FIELD_C2
PROFILE_CM_SEQ_FAX
POSTAL SEQ_NUM (FK) PROD_FIELD_C30_A
PS_RSF_CONTIMPCT_L PROFILE_CM_SEQ_HM
GEO_CODE OPPORTUNITY_ID (FK PROD_FIELD_C30_B
SETID (FK) PROFILE_CM_SEQ_WK
IN_CITY_LIMIT PROD_FIELD_C30_C
IMPACT_ID (FK) DESCR254
ADDRESS1_AC PS_RSF_NEED_TYPE PROD_FIELD_C30_D
LANGUAGE_CD DESCR100
ADDRESS2_AC SETID PROD_FIELD_C4
CMF_ID
DESCR ADDRESS3_AC NEED_ID PROD_FIELD_C6
RB_AUDIT_SBR PS_RSF_NEED_TYP_LN
DESCR254 ADDRESS4_AC PROD_FIELD_C8
STATUS SETID (FK)
CITY_AC PROD_FIELD_N12_A
DESCR NEED_ID (FK)
TIMEZONE PROD_FIELD_N12_B
DESCR254 LANGUAGE_CD
FIRST_NAME PROD_FIELD_N12_C
PS_RSF_CONT_TITLE LAST_NAME RB_AUDIT_SBR DESCR PROD_FIELD_N12_D
SETID CLONED_FROM_OPP LEAD_ID (FK) DESCR254 PROD_FIELD_N15_A
TITLE_ID CLONED_TO_OPP SEQ_NUM (FK) PROD_FIELD_N15_B
CNSMR_CNTCT_SEQ OPPORTUNITY_ID (FK) PROD_FIELD_N15_C
STATUS
DESCR CNSMR_CNTCT_FLG PROD_FIELD_N15_D
PS_RSF_OPP_PRODUCT
DESCR254 BILL_TO_FLG DATETIME_ADDED
SOLD_TO_FLG OPPORTUNITY_ID (FK)
RB_AUDIT_SBR LASTUPDDTTM
SHIP_TO_FLG SEQNUMPROD
RB_SYSD_SBR PS_RSF_OPP_PARTNER LAST_MAINT_OPRID
LEAD_ID (FK) BUSINESS_UNIT_RA PRODUCT_GROUP AGREEMENT_CODE
OPPORTUNITY_ID (FK)
SEQNUM (FK) RA_CAMPAIGN_ID PROD_SETID TAX_GROUP
BO_ID_CUST
OPPORTUNITY_ID (F RA_CMPGN_WAVE_ID PRODUCT_ID PRODUCT_USE
CONTACT_ID
SEQNO (FK) CHNL_PARTNER_ID QTY RO_ATTR_EXIST
PRODUCT_ID
ALLIANC_PARTNER_ID UNIT_OF_MEASURE MARKET
CUST_ID
LEAD_TYPE PRICE_BASE RB_AUDIT_SBR_
PS_RSF_CONTTITLE_L BO_NAME_PARTNER
ACCEPTED_DT NON_RECUR_TOTAL SETID (FK)
SETID (FK) ROLE_TYPE_ID_CUST REFERRED_DT PS_RSF_OPP_SITEADR RECUR_PRICE PROD_GRP_TYPE (FK)
TITLE_ID (FK) DESCR100 SURVEY_SETID PPRC_RECUR_FREQ PRODUCT_GROUP (FK)
OPPORTUNITY_ID (FK)
LANGUAGE_CD BO_ID_CONTACT MARKET RECUR_PERIODS EFFDT (FK)
BO_ID_SITE
PARTNER_ROLE_ID RB_AUDIT_SBR RECUR_TOTAL OPPORTUNITY_ID (FK)
DESCR
PARTNER_TYPE_ID SETID (FK) PROFILE_CM_SEQ COST SEQNUMPROD (FK)
DESCR254
PARTNER_RATE_ID REGION_CATERY (FK) CM_ID_ADDRESS PRIMARY_FLAG
PARTNER_STATUS_ID TIMEZONE CURRENCY_CD
RB_AUDIT_SBR REGION_ID REVENUE_TYPE
BILL_TO_FLG GENERATE_QUOTE
SOLD_TO_FLG RB_AUDIT_SBR
SHIP_TO_FLG

PS_RSF_PARTNR_TYPE PS_RSF_PARTNR_ROLE PS_RSF_PARTNR_RATE PS_RSF_PARTNR_STAT


COUNTRY
ADDRESS1
PS_PROD_GROUP_TBL Legend
SETID
SETID SETID SETID SETID ADDRESS2
PROD_GRP_TYPE
PARTNER_TYPE_ID PARTNER_ROLE_ID PARTNER_RATE_ID PARTNER_STATUS_ID ADDRESS3 RB_SYSD_SBR
PRODUCT_GROUP
ADDRESS4
STATUS STATUS STATUS STATUS EFFDT
CITY
DESCR50 DESCR50 DESCR50 DESCR50 NUM1 DESCR RC_MAINT_OWNER
RB_SYSD_SBR RB_SYSD_SBR RB_SYSD_SBR RB_SYSD_SBR NUM2 EFF_STATUS SYSD_APPLICATIO
RB_AUDIT_SBR RB_AUDIT_SBR RB_AUDIT_SBR RB_AUDIT_SBR PS_RSF_OPP_HISTORY HOUSE_TYPE WEB_OE_PROD_CAT SYSD_APPLICATIO
LEAD_ID (FK) LEAD_ID (FK) LEAD_ID (FK) LEAD_ID (FK) OPPORTUNITY_ID (FK) ADDR_FIELD1 DESCRSHORT SYSD_APPLICATIO
BO_ID_CUST (FK) BO_ID_CUST (FK) BO_ID_CUST (FK) BO_ID_CUST (FK) SEQ_NUM ADDR_FIELD2 GLOBAL_FLAG SYSD_APPLICATIO
BO_NAME_PARTNER (FK) BO_NAME_PARTNER (FK) BO_NAME_PARTNER (FK) BO_NAME_PARTNER (FK) ADDR_FIELD3 MARKET SYSD_APPLICATIO
CONTACT_ID (FK) CONTACT_ID (FK) CONTACT_ID (FK) CONTACT_ID (FK) RC_VISIBILITY SYSD_APPLICATIO
COUNTY RB_AUDIT_SBR
PRODUCT_ID (FK) PRODUCT_ID (FK) PRODUCT_ID (FK) PRODUCT_ID (FK) PNLGRPNAME SYSD_APPLICATIO
STATE LEAD_ID (FK)
CUST_ID (FK) CUST_ID (FK) CUST_ID (FK) CUST_ID (FK) EVENTNAME SYSD_APPLICATIO
POSTAL SEQ_NUM (FK)
OPPORTUNITY_ID (FK) OPPORTUNITY_ID (FK) OPPORTUNITY_ID (FK) OPPORTUNITY_ID (FK) OLD_VALUE
GEO_CODE OPPORTUNITY_ID (FK)
NEW_VALUE
IN_CITY_LIMIT SEQNUMPROD (FK)
ASSIGNED_TO
ADDRESS1_AC RB_AUDIT_SBR
RC_PRIORITY
PS_RSF_PART_TYPE_L PS_RSF_PATROLE_LNG PS_RSF_PART_RATE_L PS_RSF_PART_STAT_L ADDRESS2_AC
RC_SEVERITY
SETID (FK) SETID (FK) SETID (FK) SETID (FK) ADDRESS3_AC
RC_STATUS ROW_ADDED_DTTM
PARTNER_TYPE_ID (FK) PARTNER_ROLE_ID (FK) PARTNER_RATE_ID (FK) PARTNER_STATUS_ID (F ADDRESS4_AC
DESCR254 ROW_ADDED_OPRID
LANGUAGE_CD LANGUAGE_CD LANGUAGE_CD LANGUAGE_CD CITY_AC
EOCF_ACTION_ID ROW_LASTMANT_DTTM
RB_AUDIT_SBR
DESCR50 DESCR50 DESCR50 DESCR50 RB_AUDIT_SBR ROW_LASTMANT_OPRID
SYNCID
CRM 8.9 SALES - Forecast

PS_RSF_TF_DEFN PS_RSF_TF_PERIOD PS_RSF_FCARCH


TIMEFRAME_ID TIMEFRAME_ID (FK) FORECAST_ID
DESCR PERIOD_ID TIMEFRAME_PERIOD
PERIOD_TYPE PS_RSF_TF_PERD_LNG FORECAST_CATERY
RSF_PERIOD_USE
QUOTA_DETAIL PERIOD_TYPE TIMEFRAME_ID (FK) STATUS
QUOTA_DETAIL_BY BEGIN_DT PERIOD_ID (FK) FORECAST_DT
ROLLUP_SEQNUM END_DT FORECAST_LOCKED
LANGUAGE_CD
RB_AUDIT_SBR PERIOD_ROLLUP_ID FORECAST_LOCKED_DT
DESCR
ROLLUP_SEQNUM DESCRSHORT FORECAST_ARCH_DT
STATUS ARCHIVED_BY
DESCR FORECAST_UNARCH_DT
PS_RSF_TF_DEFN_LNG DESCRSHORT UNARCHIVED_BY
TIMEFRAME_ID (FK) TIMEFRAME_PERIOD ARCHIVED_USERCOUNT
LANGUAGE_CD RB_AUDIT_SBR ARCHIVED_DTLCOUNT

DESCR
PS_RSF_FCARCH_USER
FORECAST_ID (FK)
PS_RSF_FCAST TIMEFRAME_PERIOD (FK)
PS_RSF_FCAST_ID PS_RSF_FCAST_USER FORECAST_CATERY (FK)
FORECAST_ID (FK) PERSON_ID
FORECAST_ID TIMEFRAME_PERIOD FORECAST_ID (FK)
DESCR FORECAST_CATERY TIMEFRAME_PERIOD (FK) SALES_USER_NAME
STATUS FORECAST_CATERY (FK) FORECAST_DT
PERIOD_ID (FK) FORECAST_SUBMITTED
FORECAST_DT TIMEFRAME_ID (FK) PERSON_ID
LATEST_TF_DT SEQNUM
STATUS SALES_USER_NAME RB_AUDIT_SBR
RB_AUDIT_SBR FORECAST_DT FORECAST_DT
FORECAST_LOCKED FORECAST_SUBMITTED
FORECAST_LOCKED_DT SEQNUM PS_RSF_FCARCH_DTL
PS_RSF_FCAST_IDLNG FORECAST_ARCH_DT RB_AUDIT_SBR FORECAST_ID (FK)
ARCHIVED_BY TIMEFRAME_PERIOD (FK)
FORECAST_ID (FK) FORECAST_UNARCH_DT FORECAST_CATERY (FK)
LANGUAGE_CD UNARCHIVED_BY PERSON_ID (FK)
PS_RSF_FCAST_DTL
DESCR FORECAST_ID (FK) SEQNUM
TIMEFRAME_PERIOD (FK) SALES_USER_NAME
FORECAST_CATERY (FK) PERSON_ID_ADJUSTBY
PS_RSF_FCAST_DTL_W PS_RSF_FCAST_TYPE PERSON_ID (FK) ADJUSTBY_NAME
FORECAST_TYPE SEQNUM FORECAST_DT
FORECAST_ID
TIMEFRAME_PERIOD FORECAST_TYPE (FK) FORECAST_TYPE
DESCRSHORT FORECASTTYPEDESCR
FORECAST_CATERY DESCR SALES_USER_NAME
PERSON_ID_ADJUSTBY FROM_CUR
PERSON_ID STATUS
ADJUSTBY_NAME FROM_REVENUE
SEQNUM FORECAST_TYPE_O
FORECAST_DT EST_CLOSE_DT
SALES_USER_NAME RB_AUDIT_SBR CONFIDENCE_PCT
FORECASTTYPEDESCR
PERSON_ID_ADJUSTBY FROM_CUR OPPORTUNITY_ID
ADJUSTBY_NAME FROM_REVENUE OPPORTUNITY_NAME
FORECAST_DT EST_CLOSE_DT OPPORTUNITY_STATUS
FORECAST_TYPE OPPSTATUSDESCR
PS_RSF_FCASTTYP_LN CONFIDENCE_PCT
FORECASTTYPEDESCR SALES_MODEL
FORECAST_TYPE (FK) OPPORTUNITY_ID
FROM_CUR SALESMODELDESCR
LANGUAGE_CD OPPORTUNITY_NAME
FROM_REVENUE SALES_STAGE
OPPORTUNITY_STATUS
EST_CLOSE_DT DESCRSHORT OPPSTATUSDESCR SALESSTAGEDESCR
CONFIDENCE_PCT DESCR SALES_MODEL STAGE_PCT_CLOSE
OPPORTUNITY_ID SALESMODELDESCR BUSINESS_UNIT
OPPORTUNITY_NAME SALES_STAGE BUSINESSUNITDESCR
OPPORTUNITY_STATUS SALESSTAGEDESCR ROLE_TYPE_ID_CUST
PS_RSF_FCAST_GRP
OPPSTATUSDESCR STAGE_PCT_CLOSE ROLE_TYPE_NAME
SALES_MODEL BUSINESS_UNIT CUST_SETID
SALESMODELDESCR CURRENCY_CD BO_ID_CUST
BUSINESSUNITDESCR
SALES_STAGE FORECAST_CHECKED NAME1
ROLE_TYPE_ID_CUST
SALESSTAGEDESCR FORECAST_GRP PROD_SETID
ROLE_TYPE_NAME
STAGE_PCT_CLOSE FORECAST_GRP1 PRODUCT_GROUP
CUST_SETID
BUSINESS_UNIT FORECAST_GRP2 BO_ID_CUST PRODGROUPDESCR
BUSINESSUNITDESCR FORECAST_GRP_NUM NAME1 PRODUCT_ID
ROLE_TYPE_ID_CUST FORECAST_GRP_NUM1 PROD_SETID PRODUCTDESCR
ROLE_TYPE_NAME FORECAST_GRP_NUM2 PRODUCT_GROUP REVENUE_TYPE
CUST_SETID FORECAST_GRP_TOTAL PRODGROUPDESCR REVENUETYPEDESCR
BO_ID_CUST PRODUCT_ID REGION_ID
NAME1 PRODUCTDESCR REGIONDESCR
PROD_SETID TREE_NAME
REVENUE_TYPE
PRODUCT_GROUP PS_RSF_FCAST_RUN TERRITORY_ID
REVENUETYPEDESCR
PRODGROUPDESCR TERRITORYDESCR
OPRID REGION_ID
PRODUCT_ID INDUSTRY_ID
RUN_CNTL_ID REGIONDESCR
PRODUCTDESCR TREE_NAME INDUSTRYDESCR
REVENUE_TYPE FORECAST_ID TERRITORY_ID COMMENTS_254
REVENUETYPEDESCR TIMEFRAME_PERIOD TERRITORYDESCR RB_AUDIT_SBR
REGION_ID FORECAST_CATERY INDUSTRY_ID
REGIONDESCR PERSON_ID_MANAGER INDUSTRYDESCR
TREE_NAME AUTOFORECAST_SCOPE RECUR_FLAG
TERRITORY_ID FORECAST_SUBMITTED RECUR_PERIOD_NO
TERRITORYDESCR
RECUR_PERIODS
INDUSTRY_ID
COMMENTS_254
INDUSTRYDESCR
RB_AUDIT_SBR Legend
COMMENTS_254
RB_AUDIT_SBR
RB_AUDIT_SBR

ROW_ADDED_DTTM
ROW_ADDED_OPRID
ROW_LASTMANT_DTTM
ROW_LASTMANT_OPRID
SYNCID
CRM 8.9 Sales - Pipeline

PS_RSF_PIPELINE
PS_RSF_SALES_STAGE
PIPELINE
SETID (FK)
SALES_MODEL (FK) RB_AUDIT_SBR PS_RSF_SUSER
SALES_STAGE PERSON_ID (FK)
SEQNUMSTAGE STATUS
STATUS SALES_USER_TYPE
PIPELINE_SEGMENT (FK) PS_RSF_SEGMENT BUSINESS_UNIT
DESCR50 PIPELINE (FK) MARKET
DESCR60 PIPELINE_SEGMENT TREE_NAME
STAGE_WEIGHTAGE ASSIGN_GROUP
SEQNUM
DESCRLONG BO_ID_COMPANY
RB_AUDIT_SBR STATUS PS_RSF_SUSER_LNG
DESCR TEAM_ID
PIPELINE (FK) TASK_TYPE PERSON_ID (FK)
RB_AUDIT_SBR LANGUAGE_CD
CURRENCY_CD
SEG_QUOTA_TYPE COMMENTS_254
REV_QUOTA_TYPE
PS_RSF_SLS_STG_LNG UNIT_QUOTA_TYPE
SETID (FK) SHADOW_AMT
PS_RSF_SEGMENT_LNG
SALES_MODEL (FK) SHADOW_PCT
SALES_STAGE (FK) PIPELINE (FK)
RB_AUDIT_SBR
PIPELINE_SEGMENT (FK)
LANGUAGE_CD LEAD_ID (FK)
LANGUAGE_CD
DESCR50
DESCR
DESCR60
DESCRLONG

PS_RSF_QRT
PERSON_ID (FK) PS_RSF_QUT PS_RSF_QS
TIMEFRAME_ID PERSON_ID (FK) PERSON_ID (FK)
FORECAST_CATERY TIMEFRAME_ID PIPELINE_SEGMENT
CURRENCY_CD RB_AUDIT_SBR CURRENCY_CD
RB_AUDIT_SBR SEGMENT_COUNT
SEGMENT_AMOUNT
RB_AUDIT_SBR

PS_RSF_QRP
PERSON_ID (FK) PS_RSF_QUP
TIMEFRAME_ID (FK) PERSON_ID (FK)
FORECAST_CATERY (FK) TIMEFRAME_ID (FK)
PERIOD_ID PERIOD_ID
QUOTA_VALUE1 SETID
QUOTA_VALUE2 PRODUCT_ID
PS_RSF_PL_MEMORY INDUSTRY_ID UNIT_OF_MEASURE
OPRID SETID QUOTA_QTY
PIPELINE_SEG_BY PRODUCT_ID RB_AUDIT_SBR
PIPELINE_OPP_BY PRODUCT_GROUP
PIPELINE_PROD_BY REGION_ID
REVENUE_TYPE
Legend
PIPELINE_TYPE_SEG
PIPELINE_TYPE_OPP TREE_NAME
PIPELINE_TYPE_PROD TERRITORY_ID RB_AUDIT_SBR
TIMEFRAME_ID BUSINESS_UNIT
PERIOD_ID CURRENCY_CD
ROW_ADDED_DTTM
CURRENCY_CD QUOTA_AMOUNT
ROW_ADDED_OPRID
RSF_CHART_TYPE RB_AUDIT_SBR
ROW_LASTMANT_DTTM
QUOTA_TYPE ROW_LASTMANT_OPRID
SYNCID
CRM 8.9 Sales - Territory

PS_RSF_TR_CRIT_VAL PS_RSF_TR_CRITERIA
PS_RSF_ASSIGN_CRIT PS_RSF_ASSIGN_COMP
TREE_NAME (FK) TREE_NAME
TERRITORY_ID (FK) TERRITORY_ID SETID SETID (FK)
EFFDT (FK) EFFDT MARKET MARKET (FK)
CONFIG_CRITERIA_CD (FK) CONFIG_CRITERIA_CD (FK) ASSIGN_GROUP ASSIGN_GROUP (FK)
CRITERIA_VALUE CONFIG_CRITERIA_CD CONFIG_CRITERIA_CD (FK)
RB_AUDIT_SBR
CRITERIA_VALUE_NUM ASSIGN_OWNER PNLGRPNAME
SETID (FK)
FROM_CRIT_VALUE CRITERIA_RECORD OCCURSLEVEL
MARKET (FK)
TO_CRIT_VALUE CRIT_DESCR RECNAME_PRIMARY
ASSIGN_GROUP (FK)
FROM_CRIT_VAL_NUM ASSIGN_WEIGHT RECNAME
TO_CRIT_VAL_NUM PS_RSF_TR_NEW_TREE CRITERIA_FIELDNAME FIELDNAME
CRIT_VALUE_DESCR TREE_NAME CRIT_DESCR_FIELD CRITERIA_FIELDNAME
BUSINESS_UNIT CRITERIA_TYPE RB_AUDIT_SBR
EFFDT_TO REQUIRED_FLG
RB_AUDIT_SBR
DESCR RB_AUDIT_SBR
TREE_NODE
TREE_LEVEL
TREE_LEVEL_DESCR
ASSIGN_OWNER_RSF
ASSIGN_OWNER_PRM PS_RSF_ASSIGN_GRP PS_RSF_ASSIGN_RECS
ASSIGN_OWNER_RSP SETID (FK) SETID (FK)
RB_AUDIT_SBR MARKET (FK) MARKET (FK)
PS_RSF_TR_TEAM
ASSIGN_GROUP (FK) ASSIGN_GROUP (FK)
TREE_NAME (FK)
PNLGRPNAME
TERRITORY_ID (FK) PS_RSF_TR_EFFDT ASSIGN_OWNER
LAST_ASSIGNED_REC
EFFDT (FK) TREE_NAME (FK) DESCR
PERSON_ID TERRITORY_ID (FK) CHOOSE_TERRITORY AVAILABILITY_REC
EFFDT CHOOSE_TEAM CRIT_GROUP_FIELD
PRIMARY_USER
MULTI_TERR_COUNT LAST_ASSIGN_FIELD
IS_SALES_REP RB_AUDIT_SBR PS_RSF_TERRITORY CHOOSE_REP AVAILABILITY_FIELD
LAST_ASSIGNED_DATE
TREE_NAME (FK) ASSIGNMENT_TYPE RB_AUDIT_SBR
PERSON_ID_ASSIGNEE
TERRITORY_ID CHOOSE_PRIMARY
DATE_FROM
CHOOSE_RROBIN
DATE_TO BUSINESS_UNIT CHOOSE_RROBIN_TYPE
RB_AUDIT_SBR MARKET SINGLE_BU_FLG PS_RSF_ASSIGNW_TBL
ASSIGN_GROUP RB_AUDIT_SBR SETID (FK)
PS_RSF_TERR_LNG DESCR CONFIG_CRITERIA_CD (FK) MARKET (FK)
TREE_NAME (FK) BO_ID_PARTNER TREE_NAME (FK) ASSIGN_GROUP (FK)
TERRITORY_ID (FK) RB_AUDIT_SBR TERRITORY_ID (FK) ASSIGN_WEIGHT
LANGUAGE_CD
ASSIGN_OWNER
DESCR WT_DESCR
PS_RSF_ASSIGNG_LNG RB_AUDIT_SBR
PS_RSF_TR_REA_LEAD SETID (FK)
REASSIGN_ID (FK) MARKET (FK)
FROM_TREE ASSIGN_GROUP (FK)
PS_RSF_ASSIGNW_LNG
FROM_TERRITORY LANGUAGE_CD
PS_RSF_TR_REASSIGN ASSIGN_WEIGHT (FK)
FROM_SALES_REP DESCR SETID (FK)
LEAD_ID REASSIGN_ID
MARKET (FK)
TO_SALES_REP REASSIGN_DATE ASSIGN_GROUP (FK)
TO_TREE TREE_NAME (FK) LANGUAGE_CD
TO_TERRITORY TREE_EFFDT
REASSIGN_DATE WT_DESCR
FROM_USER PS_RSF_TR_REORG
TREE_EFFDT TO_TREE REORG_ID
SELECT_CHKBOX TO_USER
NAME1 FROM_TREE
FROM_TERRITORY
UPD_CRITERIA_LEAD EFFDT_FROM
TO_TERRITORY
LEAD_RATING TO_TREE
DESCR
EST_REVENUE EFFDT_TO
DESCR100
LEAD_STATUS DESCR
REASSIGN_STATUS
DESCR50 DESCR100
REASSIGN_OPTION
REAS_DTL_STATUS REORG_DATE
REASSIGN_FROM
RB_AUDIT_SBR REORG_STATUS
RB_AUDIT_SBR
REORG_TOGGLE
TERRITORY_ID (FK)
REORG_LOAD_STATUS
SUBMIT_STATUS
REFRESH_PB
CREATE_TREE_PB
RB_AUDIT_SBR
PS_RSF_TR_REA_OPP PS_RSF_TR_REA_ACCT
TREE_NAME (FK)
REASSIGN_ID (FK) REASSIGN_ID (FK) TERRITORY_ID (FK)
FROM_TREE FROM_TREE
FROM_TERRITORY FROM_TERRITORY
FROM_SALES_REP FROM_SALES_REP
OPPORTUNITY_ID FROM_BO_ID
TO_SALES_REP BO_ID
TO_TREE ROLE_TYPE_ID PS_RSF_TR_REO_LEAD PS_RSF_TR_REO_OPP PS_RSF_TR_REO_ACCT
TO_TERRITORY REL_TYPE_ID REORG_ID (FK) REORG_ID (FK) REORG_ID (FK)
REASSIGN_DATE TO_SALES_REP FROM_TREE FROM_TREE BO_ID
TREE_EFFDT TO_BO_ID FROM_TERRITORY FROM_TERRITORY ROLE_TYPE_ID
SELECT_CHKBOX TO_TREE FROM_SALES_REP FROM_SALES_REP
FROM_TREE
NAME1 TO_TERRITORY LEAD_ID OPPORTUNITY_ID
FROM_TERRITORY
EST_CLOSE_DT REASSIGN_DATE TREE_NAME TREE_NAME
FROM_SALES_REP
UPD_CRITERIA_OPP TREE_EFFDT TO_SALES_REP TO_SALES_REP
FROM_BO_ID
OPPORTUNITY_NAME SELECT_CHKBOX TO_TERRITORY TO_TERRITORY
REL_TYPE_ID
PCT_ALLOC BO_NAME_DISPLAY PRIMARY_FLG PRIMARY_FLG TREE_NAME
OPPORTUNITY_STATUS UPD_CRITERIA_ACCT SALES_USER_NAME SALES_USER_NAME TO_SALES_REP
DESCR CUST_STATUS SALES_USER_TYPE SALES_USER_TYPE TO_BO_ID
REAS_DTL_STATUS DESCR50 REORG_DATE SHADOW_AMT TO_TERRITORY
RB_AUDIT_SBR REAS_DTL_STATUS TREE_EFFDT SHADOW_PCT PRIMARY_FLG
RB_AUDIT_SBR SELECT_CHKBOX REORG_DATE SALES_USER_NAME
NAME1 TREE_EFFDT SALES_USER_TYPE
LEAD_RATING OPPORTUNITY_NAME REORG_DATE
EST_REVENUE SELECT_CHKBOX TREE_EFFDT
LEAD_STATUS NAME1 SELECT_CHKBOX
DESCR50 EST_CLOSE_DT CUST_NAME
PS_RSF_TR_ACC_TEAM UPD_CRITERIA_LEAD UPD_CRITERIA_OPP CUST_STATUS
REORG_ID PS_RSF_ASSIGN_TEAM REORG_DTL_STATUS_L PCT_ALLOC DESCR50
TREE_NAME (FK) OPRID RB_AUDIT_SBR OPPORTUNITY_STATUS UPD_CRITERIA_ACCT
FROM_TERRITORY TRANSACTION_ID REORG_DTL_STATUS_O REORG_DTL_STATUS_A
BO_ID TREE_NAME (FK) RB_AUDIT_SBR RB_AUDIT_SBR
FROM_BO_ID TERRITORY_ID (FK)
ROLE_TYPE_ID PERSON_ID
REL_TYPE_ID
SALES_USER_NAME PS_RSF_TR_REO_LETM PS_RSF_TR_REO_OPTM PS_RSF_TR_REO_ACTM
BO_REL_ID
SALES_USER_TYPE
PERSON_ID (FK) REORG_ID (FK) REORG_ID (FK) REORG_ID (FK)
SELECT_CHKBOX
TREE_NAME (FK) TREE_NAME (FK) BO_ID (FK)
BO_NAME_DISPLAY PRIMARY_FLG
TERRITORY_ID TERRITORY_ID ROLE_TYPE_ID (FK)
PRIMARY_FLG BO_ID_PARTNER
LEAD_ID (FK) OPPORTUNITY_ID (FK) TO_BO_ID
RB_AUDIT_SBR
PERSON_ID PERSON_ID REL_TYPE_ID
OPRID (FK)
PERSON_ID
TRANSACTION_ID (FK) SALES_USER_NAME SALES_USER_NAME
TREE_NAME
TERRITORY_ID (FK) SALES_USER_TYPE SALES_USER_TYPE
TO_TERRITORY
PRIMARY_FLG SHADOW_AMT
SELECT_CHKBOX SHADOW_PCT BO_NAME_DISPLAY
RB_AUDIT_SBR PRIMARY_FLG PRIMARY_FLG
FROM_TREE (FK) SELECT_CHKBOX SELECT_CHKBOX
FROM_TERRITORY (FK) RB_AUDIT_SBR RB_AUDIT_SBR
PS_RSF_TR_LE_TEAM PS_RSF_TR_OPP_TEAM
FROM_SALES_REP (FK) FROM_TREE (FK)
TREE_NAME (FK) TREE_NAME (FK) TO_SALES_REP (FK) FROM_TERRITORY (FK)
TERRITORY_ID (FK) TERRITORY_ID (FK) TO_TERRITORY (FK) FROM_SALES_REP (FK)
LEAD_ID OPPORTUNITY_ID TO_SALES_REP (FK)
PERSON_ID (FK) PERSON_ID (FK) TO_TERRITORY (FK)
SALES_USER_NAME SALES_USER_NAME
PRIMARY_FLG PRIMARY_FLG
RB_AUDIT_SBR
OPRID (FK)
RB_AUDIT_SBR
OPRID (FK) Legend
TRANSACTION_ID (FK) TRANSACTION_ID (FK)
RB_AUDIT_SBR
PS_RSF_TR_DEL_RUN
OPRID
ROW_ADDED_DTTM
RUN_CNTL_ID ROW_ADDED_OPRID
TREE_NAME ROW_LASTMANT_DTTM
ROW_LASTMANT_OPRID
SYNCID
SYNCDTTM
CRM 8.9 Sales - Import

PS_RSF_IMPORT_TMPL PS_RSF_LEAD_VIV
IMPORT_TEMPLATE OPRID (FK)
BCNAME DTTM_IMPORTED (FK)
DESCRLONG ROW_NUMBER
LEAD_IMP_STATUS
LEAD_ID
BUSINESS_UNIT
TREE_NAME
PS_RSF_IMPORT_ITEM TERRITORY_ID
IMPORT_TEMPLATE (FK) REGION_ID
BCITEMPARENT DESCR50
BCITEMNAME CUST_SETID
ROLE_TYPE_ID_CUST
SEQUENCE_NBR_6
ROLE_TYPE_ID_CNTCT
BCSCROLL
BO_ID_CUST
BCSCROLLNUM
BO_ID_CONTACT
BCSCROLLNAME
NAME1
INCLUDE
OPPORTUNITY_ID
LEAD_SOURCE_ID
BUSINESS_UNIT_RA
RA_CAMPAIGN_ID
RA_CMPGN_WAVE_ID
LEAD_RATING
LEAD_TYPE
LEAD_STATUS
PS_RSF_LE_IMP_STS
INDUSTRY_ID
OPRID EST_REVENUE
DTTM_IMPORTED PERSON_ID
ATTACHUSERFILE SALES_USER_NAME
RUNDATE CURRENCY_CD
TOTAL_ROW_COUNT CHNL_PARTNER_ID
ROWS_PROCESSED ALLIANC_PARTNER_ID
ROWS_IN_ERROR REFERRED_DT
ROWS_DUPLICATE ACCEPTED_DT
LEAD_IMP_STATUS REFERRED_DT_STR
NO_OF_HEADER_ROWS ACCEPTED_DT_STR
LAST_IMPORTED_DTTM COUNTRY
ADDRESS1
ADDRESS2
ADDRESS3
ADDRESS4
CITY
PS_RSF_LE_IMP_ERR NUM1
OPRID (FK) NUM2
DTTM_IMPORTED (FK) HOUSE_TYPE
ROW_NUMBER ADDR_FIELD1
SEQ_NBR ADDR_FIELD2
ADDR_FIELD3
ERROR_TYPE COUNTY
ERROR_MESSAGE STATE
POSTAL
GEO_CODE
IN_CITY_LIMIT
ADDRESS1_AC
ADDRESS2_AC
ADDRESS3_AC
ADDRESS4_AC
CITY_AC
CONTACT_ID
CONTACT_NAME
FIRST_NAME
LAST_NAME
FIRST_NAME_CNCT
LAST_NAME_CNCT
COUNTRY_CODE
PHONE
EXTENSION
HOME_PHONE
CELL_PHONE
FAX
EMAILID
PRICE_BASE
RC_SUMMARY
COMM_METHOD
PRODUCT_GROUP
PRODUCT_ID
COST
QTY
REVENUE_TYPE
UNIT_OF_MEASURE
WORK_PHONE
FIND_TERRITORY
CB_CONVERT_CONTACT
SEQNUM
LAST_IMPORTED_DTTM
LAST_IMPORT_OPRID
DESCRLONG
RB_AUDIT_SBR
CRM 8.9 SALES - Operator, Security, Personalization

PS_RSF_SUSER PS_RSF_ACC_SUSER PS_RSF_LE_LASTVIEW PS_RSF_LE_USER_PRF


PERSON_ID (FK) PERSON_ID (FK) PERSON_ID OPRID
STATUS EFFDT LASTVIEWEDDTTM CLONE_CONTACTS
SALES_USER_TYPE PERSON_ID_MANAGER CLONE_PRODUCTS
BUSINESS_UNIT TREE_NAME CLONE_ATTACHMENTS
MARKET TERRITORY_PARENT CLONE_COMPETITION
TREE_NAME TERRITORY_ID CLONE_NEEDS
ASSIGN_GROUP PROCESS_INSTANCE CLONE_PARTNERS
PS_RB_USER_MEMORY
BO_ID_COMPANY CLONE_SALES_TEAM
TEAM_ID OPRID CLONE_ATTRIBUTES
TASK_TYPE PNLNAME TRANSFER_TO_CLONE
CURRENCY_CD FIELDNAME RB_AUDIT_SBR
SEG_QUOTA_TYPE PS_RSF_SUSER_ACC SORT_TYPE
REV_QUOTA_TYPE PERSON_ID (FK) FLD_A
UNIT_QUOTA_TYPE ACCESS_PROFILE_ID FLD_B
SHADOW_AMT RB_AUDIT_SBR FLD_C PS_RSF_OPP_USR_PRF
SHADOW_PCT FLD_D OPRID
RB_AUDIT_SBR FLD_E
LEAD_ID (FK) FLD_F HIDE_ALL
FLD_G HIDE_DETAIL
FLD_H HIDE_TERRITORY
PS_RSF_SUSER_LNG HIDE_CUST_ADDRESS
FLD_I
PERSON_ID (FK) HIDE_ACTIVITY
FLD_J
LANGUAGE_CD HIDE_CONTACTS
PS_RSF_ACC_PROFILE
COMMENTS_254 HIDE_NEED
ACCESS_PROFILE_ID HIDE_PRODUCTS
STATUS PS_RSF_TEAM HIDE_FULFILLMENTS
DESCR TEAM_ID HIDE_FORECAST
ACCESS_LE_REASSIGN HIDE_COMPETITION
DESCR
PS_RSF_ACC_TRSUSER ACCESS_DD_CUST HIDE_SLSREP
STATUS
EFFDT ACCESS_DD_LAST HIDE_ATTACHMENTS
RB_WF_GRP_NAME
TREE_NAME ACCESS_DD_FIRST HIDE_QUOTE
EMAIL_ADDR
TERRITORY_PARENT ACCESS_DD_PHONE HIDE_NOTES
RB_AUDIT_SBR
TERRITORY_ID ACCESS_DD_ADDR_LIN HIDE_PARTNER
OPPORTUNITY_ID (FK)
PERSON_ID ACCESS_DD_CITY HIDE_HISTORY
PERSON_ID (FK)
ACCESS_DD_STATE HIDE_CAMPAIGN
PROCESS_INSTANCE ACCESS_DD_ZIP HIDE_CUSTOMER
ACCESS_DD_EMAIL PB_FILTER
ACCESS_DD_OVERRIDE PS_RSF_TEAM_LNG PB_PIPELINE
ACCESS_OP_REASSIGN TEAM_ID (FK) PB_SHOWHIDE_PPLN
PS_RSF_ACC_FLAT ACCESS_OP_REVENUE LANGUAGE_CD OPP_FORMULAS
TREE_NAME ACCESS_OP_SHADOW CLONE_CONTACTS
DESCR
EFFDT ACCESS_FC_EDITALL CLONE_PRODUCTS
TERRITORY_PARENT ACCESS_FC_EDITOWN CLONE_ATTACHMENTS
TERRITORY_ID ACCESS_FC_AUTOALL CLONE_COMPETITION
ACCESS_FC_AUTOOWN CLONE_NEEDS
PERSON_ID_MANAGER ACCESS_FC_ADJUST PS_RSF_TEAM_MBRS CLONE_PARTNERS
PERSON_ID ACCESS_FC_UNSUBMIT TEAM_ID (FK) CLONE_SALES_TEAM
NAME_PARENT ACCESS_TR_REASSIGN PERSON_ID CLONE_ATTRIBUTES
NAME ACCESS_TR_REORG TRANSFER_TO_CLONE
TREE_NODE_NUM SALES_USER_TYPE
ACCESS_CL_ASMGR RB_AUDIT_SBR
TREE_LEVEL_NUM ROLE_CD
RB_AUDIT_SBR
PARENT_FLAG SHADOW_PCT
PROCESS_INSTANCE SHADOW_AMT
SYNCID RB_AUDIT_SBR
SYNCDTTM PS_RSFM_SV_PREFS
PERSON_ID
RSFM_SV_PREF_FGRPH
RSFM_SV_PREF_LEADS
RSFM_SV_COUNT_LEAD
PS_RSF_ACC_PRF_LNG
RSFM_SV_SORT_LEAD
PS_RSF_MOB_RULES ACCESS_PROFILE_ID (FK) SORT_ORDER_LEAD
BUSINESS_UNIT LANGUAGE_CD RSFM_SV_PREF_OPPY
RSF_LAPTOP_SIZE DESCR RSFM_SV_COUNT_OPPY
RSF_PDA_SIZE RSFM_SV_SORT_OPPY
RSF_SYNC_LAPTOP_AT SORT_ORDER_OPPY
RSF_SYNC_PDA_ATTAC RSFM_SV_PREF_FCAST
SYNCID RSFM_SV_COUNT_FCST
LASTUPDDTTM RSFM_SV_SORT_FCAST
SORT_ORDER_FCAST
RSFM_SV_PREF_TASKS
RSFM_SV_COUNT_TASK
RSFM_SV_SORT_TASK
SORT_ORDER_TASK
RSFM_FCAST_GRAPH
Legend FORECAST_SORT
FORECAST_SORT2
RSFM_SV_PREF_QUOTE
RB_AUDIT_SBR RSFM_SV_COUNT_QUOT
PS_RSF_ACCESS_RUN RSFM_SV_SORT_QUOTE
SORT_ORDER_QUOTE
OPRID ROW_ADDED_DTTM RSFM_SV_PREF_ACCTS
RUN_CNTL_ID ROW_ADDED_OPRID RSFM_SV_COUNT_ACCT
TREE_NAME ROW_LASTMANT_DTTM RSFM_SV_SORT_ACCT
ROW_LASTMANT_OPRID SORT_ORDER_ACCT
SYNCID RB_AUDIT_SBR
Legend

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