Order Capture Dashboard Objects

Appendix: Order Capture Dashboard Objects

This appendix provides information on source data load objects and deletion plans for PeopleSoft Order Capture.

Source Data Load Objects

The following table lists the object group IDs, description, object type IDs and plans that load tables into the Active Data Cache (ADC) for PeopleSoft Order Capture. When loading dashboard data for the first time, use the CRM Initial Data Load page to load all your data.

If you want to load single object types or group object types use the Batch Data Load page, If you use the Batch Data Load page, load the common dashboard data before you load specific order capture data.

You should also load dimension data before you load fact data. You can select the appropriate object group IDs on the Batch Data Load page in your PeopleSoft CRM application.

Object Group ID	Description	Object Type ID	Plan
Order Capture Dimensions	Loads dimension data for: Activity definitions Business project definitions Carriers Hold definitions Header status Hold status Line status Source Task definitions Capture types	OCD_ACTIV_VW OCD_BUSPROJ_VW OCD_CARRIER_VW OCD_DEFHOLD_VW OCD_HDSTAT_VW OCD_HOLDST_WRK OCD_LNSTAT_VW OCD_SOURCE_VW OCD_TASK_VW OCD_TYPE_VW	OCD.Setup Business Project Activity Definition OCD.Setup Business Project Definitions OCD.Setup Carrier Definitions OCD.Setup Hold Code Definitions OCD.Setup Header Status Code Definitions OCD.Setup Hold Status Definitions OCD.Setup Line Status Definitions OCD.Setup Source Code Definitions OCD.Setup Task Definitions OCD.Setup Capture Type Definitions
Order Capture Facts	Loads dimension messages for: Carriers Product Relations	OCD_CARRIER_VW OCD_PRODRL_VW	OCD.Setup Carrier Definitions OCD.Product Relations
Order Capture Facts	Loads fact messages for: Business project statuses Destinations Headers Holds Lines Task status	OCD_BPSTAT_VW OCD_DEST_VW OCD_HDR_TMP OCD_HOLD_VW OCD_LINE_TMP OCD_TSKSTAT_VW Note. The OCD_BPSTAT_VW message needs the OCD.BP Process Instance plan running.	OCD.BP Statuses OCD.Order Destination OCD.Order Header OCD.Order Holds OCD.Order Line OCD.Task Status

Object Group ID

Description

Object Type ID

Plan

Order Capture Dimensions

Loads dimension data for:

Activity definitions
Business project definitions
Carriers
Hold definitions
Header status
Hold status
Line status
Source
Task definitions
Capture types

OCD_ACTIV_VW

OCD_BUSPROJ_VW

OCD_CARRIER_VW

OCD_DEFHOLD_VW

OCD_HDSTAT_VW

OCD_HOLDST_WRK

OCD_LNSTAT_VW

OCD_SOURCE_VW

OCD_TASK_VW

OCD_TYPE_VW

OCD.Setup Business Project Activity Definition

OCD.Setup Business Project Definitions

OCD.Setup Carrier Definitions

OCD.Setup Hold Code Definitions

OCD.Setup Header Status Code Definitions

OCD.Setup Hold Status Definitions

OCD.Setup Line Status Definitions

OCD.Setup Source Code Definitions

OCD.Setup Task Definitions

OCD.Setup Capture Type Definitions

Order Capture Facts

Loads dimension messages for:

Carriers
Product Relations

OCD_CARRIER_VW

OCD_PRODRL_VW

OCD.Setup Carrier Definitions

OCD.Product Relations

Order Capture Facts

Loads fact messages for:

Business project statuses
Destinations
Headers
Holds
Lines
Task status

OCD_BPSTAT_VW

OCD_DEST_VW

OCD_HDR_TMP

OCD_HOLD_VW

OCD_LINE_TMP

OCD_TSKSTAT_VW

Note. The OCD_BPSTAT_VW message needs the OCD.BP Process Instance plan running.

OCD.BP Statuses

OCD.Order Destination

OCD.Order Header

OCD.Order Holds

OCD.Order Line

OCD.Task Status

Note. The OCD.Summary Calculations plan runs at intervals of about 15 minutes. This plan updates work tables used for alerts and the revenue amounts on the Order Header fact table. It also updates the potentially lost revenue report.

Data Deletion Plans

This table lists the plan, description, facts and data sources, and alerts that enable you to remove data from the ADC on a regular basis:

See Understanding the Data Load Process.

Plan	Description	Facts and Data Sources	Alert
OCD.DeletionPlan	Deletes order capture data objects that are older than 6 months.	The deletion plan impacts these facts and data sources: Business Project Instance Business Project Line Fact Business Project Order Fact Hold Line Fact Hold Order Fact Order Destination Fact Order Header Fact Order Line Fact	None

Plan

Description

Facts and Data Sources

Alert

OCD.DeletionPlan

Deletes order capture data objects that are older than 6 months.

The deletion plan impacts these facts and data sources:

Business Project Instance
Business Project Line Fact
Business Project Order Fact
Hold Line Fact
Hold Order Fact
Order Destination Fact
Order Header Fact
Order Line Fact

None