Customer relationship management (CRM)

This section lists the upgrade changes between 11.1.1.9.2 to 11.1.1.10.1 in CRM.

Marketing

Following are the upgrade changes:
  1. Tables with records updated:

    • W_MKTG_LEAD_OPTY_H

      Updates are applicable to Fusion 9 and Siebel adaptors

  2. Tables with data model changes:

    W_MKTG_LEAD_OPTY_H

    The following columns have been added and data upgraded:

    • CHANGED_ON_DT

    • CREATED_ON_DT

    • DELETE_FLG

    • ETL_PROC_WID

    • INTEGRATION_ID [NULLABLE ='N']

    • W_UPDATE_DT

    W_MKG_LEAD_RESOURCE_H

    The following columns have been added with no data upgrade impact:

    • ACCESS_LEVEL_CODE

    • EMPLOYEE_WID

    • FUNCTION_CODE

    • PRIMARY_FLG

    • LEAD_WID [NULLABLE ='N']

    W_MTKG_LEAD_TERR_H

    The following columns have been added with no data upgrade impact:

    • LEAD_WID

Partner

Following are the upgrade changes:
  1. Tables with records updated:

    • W_PARTNER_PRESENCE_F

      LKP condition change for W_PARTNER_PRESENCE_F.INDUSTRY_WID and for W_PARTNER_PRESENCE_F.PRIMARY_CONTACT_WID

    • W_PARTNER_PGRM_MEASURE_F

      LKP condition change for W_PARTNER_PGRM_MEASURE_F.PRIMARY_CONTACT_WID

  2. Tables with data model changes:

    • W_PARTNER_RESOURCE_H

      New columns added and data upgraded: ACCESS_LEVEL_CODE, EMPLOYEE_WID [NULLABLE ='N'], FUNCTION_CODE, OWNER_FLG. No data loaded for FA9 adaptor upgrade

    • W_PARTNER_CONTACT_H, W_PARTNER_CONTACT_HS, W_PARTNER_CONTACT_H_DEL, W_PARTNER_CONTACT_H_PE

      New tables added. Table not part of FA9 Adaptor LP.

  3. Issues and bug fixes covered:

    • Bug 19926588 - REL10: Tracking bug for BUG 19886962 fix on Partner Measure Lookup on W_EMPLOYEE

    • Bug 19509666 - rel10 CA:PRM:OTBI-E:INDUSTRY_WID is not resolved in partner presence fact

    • Bug 19503812 - rel10 otbi-e:primary_contact_wid not resovled in w_partner_presence_f 

Sales

Following are the upgrade changes:
  1. Tables with records updated:

    • W_OPTY_D

    • W_HIST_OPTY_D

    • W_REVN_TERR_H

    • W_OPTY_STG_F

  2. Tables with data model changes:

    • W_OPTY_D

      New column added and data upgraded: LINE_OF_BUSINESS_CODE

    • W_HIST_OPTY_D

      New column added and data upgraded: LINE_OF_BUSINESS_CODE

    • W_REVN_TERR_H

      New column added and data upgraded: REVN_TERR_FLG

    • W_OPTY_STG_F

      New column added and data upgraded: OPTY_ID

    Note:

    For the following newly added columns, there is no upgrade impact on FA adaptor.

    • W_SALES_ACCOUNT_RESOURCE_H

      ACCESS_LEVEL_CODE

      MEMBER_FUNCTION_CODE

      PRIMARY_RESOURCE_FLG

    • W_REVN_TERR_H

      ASSIGNMENT_TYPE

      LOCK_ASSIGNMENT_FLG

      TERR_BASED_ASSIGNMENT_FLG

      OPTY_WID

    • W_REVN_FCST_ITEM_F

      FCST_ITEM_TYPE_CODE

      FCST_ITEM_WIN_PROB

      REVN_ITEM_TYPE_CODE

      REVN_ITEM_WIN_PROB

    • W_OPTY_RESOURCE_H

      ACCESS_LEVEL_CODE

      EMPLOYEE_WID

      FUNCTION_CODE

      LOCK_ASSIGNMENT_FLG

      OPTY_RES_FLG

      OPTY_WID

    • W_OPTY_CON_F

      AFFINITY_LEVEL_CODE

      CONTACTED_FLG

      FUNCTION_CODE

      INFLUENCE_LEVEL_CODE

      PRIMARY_CONTACT_FLG

  3. Issues and bug fixes covered:

    • Bug 21166412 - REL10 CRM: Uptake for Opty Terr relation derived via sales account

    • Bug 20883032 - REL10 OBIA: Sort order is missing for Dim - Open Date.Open Enterprise Period