This appendix covers the following topics:
This appendix provides a table of the lookups used for Oracle TeleSales. The levels of modification are:
System (S): You can only change the wording of a list of values (LOV) choices the user sees on the screen. No deletions or additions are allowed.
Extensible (E): You can change both the wording of the LOV choices and add new choices for the user.
User (U): You can change the lookup completely by deleting and adding LOV choices.
For information on viewing and modifying lookups, refer to the Oracle Applications System Administrator's Guide.
The following table lists lookups, their values or defaults, the areas they affect, and the access level.
| App. | Lookup Type | Values | Affects | Level |
|---|---|---|---|---|
| ASF_CHART_SERIES_COUNT | Number of series to show in a chart. | U | ||
| ASF_CHART_VALUE_TYPES | Value type for Y axis in charts (Count/Amount). | U | ||
| ASF_MODULE_FUNCTION_ATTR | Lookup for default login page features. | U | ||
| ASF_LIST_QUERY_FILTERS | Detail (Title, Gender, Sales Group) Relationship (Person to Organization, Person to Person, Department Type, Job Title Type, Role) Address (Country) Customer Classification (Class Category) |
Contact list filters | ||
| BUDGET_STATUS | APPROVED (Approved) NOT_APPROVED (Not approved) PENDING (Pending) |
Leads budget status | ||
| CLOSE_REASON | A (Availability) C (Competition) F (Function) P (Price) S (Service) |
Leads close reason | ||
| DECISION_TIMEFRAME | 1-3 MONTHS 3-6 MONTHS 6-12 MONTHS MORE THAN 1 YEAR WITHIN 1 MONTH WITHIN 1 WEEK |
Leads time frame | ||
| LEAD_CONTACT_ROLE | DECISION_MAKER (Decision maker) END_USER (End user) |
Leads contact role | ||
| LINK_TYPE | Lookup for tools administration page. | |||
| OPP_LOG_TIMEFRAME | YEAR Logs are created. But no more than one Update log record will exist within the same year time frame. QUARTER Logs are created. But no more than on Update log record will exist within the same quarter time frame. MONTH Logs are created. But no more than on Update log record will exist within the same month time frame. WEEK Logs are created. But no more than on Update log record will exist within the same week time frame. DAY Logs are created. But no more than on Update log record will exist within the same day time frame. HOUR Logs are created. But no more than on Update log record will exist within the same hour time frame. MINUTE Logs are created. But no more than on Update log record will exist within the same minute time frame. NONE Logs are created without time frame restriction. |
Opportunity | ||
| PARTY_RELATIONS_TYPE | BENEFACTOR_OF (Benefactor of) BOARD_MEMBER_OF (Board member of) CONTACT_OF (Contact of) CUSTOMER_OF (Customer of) EMPLOYEE_OF (Employee of) STOCK_HOLDER_OF (Stock holder of) |
Leads relationship type | ||
| PARTY_RELATIONS_TYPE (continued) |
MEMBER_OF (Member) MOTHER_OF (Mother) OWNED_BY (Owned) PARENT_OF (Parent) PARTNER_OF (Partner) PAYFROM_OF (Alternate party to pay for a buyer) PAYTO_OF (Alternate payee name for the seller) PUBLISHER (Publisher) REFERENCE_FOR (Reference) _OF (Relative) REPAIR_DEPOT_PROVIDER_FOR (Repair depot provider) REPORTS_TO (Reports to) SELLER_FOR (Seller) SELLER_TO (Seller to) SHIPTO_OF (Alternate shipping party for the buyer) SIBLING_OF (Sibling) SISTER_OF (Sister) SON_OF (Son) SPOUSE_OF (Spouse) STOCK_HOLDER_OF (Stockholder) STUDENT_OF (Student) SUBSIDIARY_OF (Subsidiary) THIRD_PARTY_OF (Third party) UNCLE_OF (Uncle) VAD_OF (VAD of) VAR_OF (VAR of) VENDOR_OF (Vendor) |
|||
| RANK_ID | 1 (Cold lead) 2 (Low lead) 3 (Medium lead) 4 (Hot lead) |
Lead rank | ||
| REJECT_REASON _CODE | ASSIGN_ERROR (Assign error) DUPLICATE (Duplicate) VACATION (Vacation) |
Leads decline reason | ||
| SALES_CHANNEL | DIRECT (Direct) INDIRECT (Indirect) |
Sales Channel | S | |
| STATUS_CODE | NEW (new) UNQUALIFIED (unqualified) QUALIFIED (qualified) ACCEPTED (accepted) LOSS (loss) DEAD_LEAD (dead lead) DECLINED (declined) CONVERTED_TO_OPPORTUNITY (lead converted to opportunity) |
Lead status | ||
| VEHICLE_RESPONSE_CODE | EMAIL FAX LETTER PHONE USER VOICE_MESSAGES WEB |
Lead response channel | ||
| RELATIONSHIP_TYPE | ALL (seeded value) | Accounts | ||
| TAX_CODE | Accounts | |||
| PAYMENT_TERM | Accounts | |||
| AMS | AMS_EVENT_PAYMENT_STATUS | Events | ||
| AR | ACCOUNT_STATUS | Accounts | ||
| AR | ACCT_ROLE_TYPE | Accounts | ||
| AR | ADDRESS_LABEL | eBusiness Center | ||
| AR | CODE_STATUS | Persons, organizations, Accounts | ||
| AR | COMMUNICATION_TYPE | Persons, organizations | ||
| AR | CONTACT_ROLE_TYPE | ADMINISTRATIVE_CONTACT_FOR (Administrative Contact For) BILL_PRESENTMENT_ADMIN (Bill Presentment System Administrator) BILL_PRESENTMENT_CSR (Bill Presentment System Customer Service Representative) BILL_PRESENTMENT_ORG_REP (Bill Presentment System Organization Representative) BILL_PRESENTMENT_SITE_ADMIN (Bill Presentment System Site Administrator) BILL_TO (Bill To) BUYING_CONTACT_FOR (Buying Contact For) CEO_OF (CEO) CFO_OF (CFO) CIO_OF (CIO) CONTACT (Contact) CORR (Correspondence) DEPT_HEAD (Department Head) DUN (Dunning) EXECUTIVE (Executive) KEY_DECISION_MAKER_FOR (Key Decision Maker) LEGAL (Legal) LEGAL_CONTACT_FOR (Legal Contact For) |
Persons, organizations | E |
| AR | CONTACT_ROLE_TYPE (continued) |
MARKET (Market) MIDDLE_MANAGER (Middle Manager) PRIMARY_CONTACT_FOR (Primary Contact For) RECEIVING_CONTACT_FOR (Receiving Contact For) SHIPPING_CONTACT_FOR (Shipping Contact For) SHIP_TO (Ship To) STMTS (Statement) STOCK_HOLDER_OF (Stock Holder) TECHNICAL_CONTACT_FOR (Technical Contact For) |
||
| AR | CONTACT_TITLE | DR (Dr.) MISS (Miss) MR (Mr.) MRS (Mrs.) MS (Ms.) SIR (Sir) |
Persons, organizations | E |
| AR | CONTACT_TYPE | Persons, organizations, events, collateral | ||
| AR | COUNTRY | eBusiness Center, persons, organizations, leads, opportunities, events lookup, scripting | ||
| AR | CREDIT_RATING | Persons, Organizations | ||
| AR | CUSTOMER_CATEGORY | CUSTOMER (Customer) PROSPECT (Prospect) |
Accounts. persons, organizations | E |
| AR | CUSTOMER_TYPE | eBusiness Center | ||
| AR | DAY | eBusiness Center, persons, organizations, accounts, leads, opportunities, events, collateral, lookup, Universal Work Queue | ||
| AR | DECISION_FACTOR_TYPE | Accounts, Opportunity Contacts | ||
| AR | DECISION_PRIORITY_TYPE | Accounts | ||
| AR | DEPARTMENT_TYPE | ACCOUNTING ADMINISTRATION CUSTOMER SERVICE DISTRIBUTION/LOGISTICS ENGINEERING FACILITIES HUMAN RESOURCES INFORMATION TECHNOLOGY LEGAL MANUFACTURING MARKETING MERCHANDISING OPERATIONS PURCHASING QUALITY ASSURANCE R&D (Research & Development) RISK ANALYSIS SALES TRAINING |
Persons, organizations, lookup | U |
| AR | FOLLOW_UP | Opportunities, Universal Work Queue | ||
| AR | FORM_NAME | eBusiness Center, persons, organizations, leads, quotes/orders, Universal Work Queue | ||
| AR | INTEREST_TYPE | ENTERTAINMENT HOBBIES PREFERENCES SPORTS TRAITS |
Leads, opportunities, lookup | E |
| AR | JOB_TITLE_CODE | Persons, Organizations | ||
| AR | LANGUAGE | ENG (English) FRE (French) GER (German) ITA (Italian) SPA (Spanish) |
Persons, organizations, opportunities, events, lookup, scripting | E |
| AR | MONTH | Lookup | ||
| AR | NOTE_TYPE | eBusiness Center, leads, opportunities, events | ||
| AR | OWNER_TABLE_NAME | Persons, organizations, opportunities, lookup | ||
| AR | PARTY_RELATIONS_TYPE | ADVERTISER (Advertiser) AFFILIATE_TO (Affiliate) AGREEMENT_SIGNER_OF (Party that signs agreement on behalf of another party) ASSOCIATE_OF (Associate of) AUNT (Aunt) BENEFACTOR_OF (Benefactor of) BENEFICIARY (Beneficiary) BILLER_AT (When an organization is registered biller) BILLER_FOR (Biller For) BILLTO_OF (Alternate billing party for the buyer) BILL_CONSOLIDATOR_AT (Bill consolidator at) BILL_CONSOLIDATOR_FOR (Bill Consolidator for) BILL_PRESENTER_FOR (Bill Presenter at) BILL_PUBLISHER_AT (Bill publisher at) BILL_PUBLISHER_FOR (Bill publisher for) BOARD_MEMBER_OF (Board Member) BROTHER_OF (Brother) BUSINESS_PARTNER_FOR (Business partner CEO_OF (CEO) CFO_OF (CFO) CHANNEL_FOR (Channel) CHILD_OF (child of) CIO (CIO) COMPETITOR_OF (Competitor) |
Persons, Organizations | |
| AR | PARTY_RELATIONS_TYPE (continued) |
CONSULTANT_FOR (Consultant) CONTACT_OF (Contact) CONTAINS_MEMBER (Contains member) COUSIN_OF (Cousin) CUSTOMER_OF (Customer) DAUGHTER_OF (Daughter) DEPENDENT_OF (Dependent) DIVISION_OF DOMESTIC_PARTNER_OF (Domestic Partner) DOMESTIC_SUBSIDIARY_OF (Domestic subsidiary of) DOMESTIC_ULTIMATE_OF (Domestic Ultimate of) EMPLOYEE_OF (Employee) EMPLOYER_OF (Employer) FATHER_OF (Father of) FIELD_SERVICE_PROVIDER_FOR (Field Service provider) GENERAL_EMPLOYEE_OF (General Employee) GLOBAL_SUBSIDIARY_OF (Global subsidiary of) GLOBAL_ULTIMATE_OF (Global Ultimate of) GUARANTOR_FOR (Guarantor) GUARDIAN_OF (Guardian) HEADQUARTERS_OF (Headquarters of) KEY_DECISION_MAKER_FOR (Key decision maker) LEGAL_COUNSEL_FOR (Legal counsel for) MANAGER_OF (Manager_of) |
||
| AR | PARTY_SITE_USE_CODE | ACK (Acknowledgments) ADMINISTERED_BY (Administered By) BILL_TO (Bill To) BOL (Bills of Lading) BUSINESS (Business) CM (Credit Memos) COLLATERAL_MAIL_TO (Collateral Mail To) CORR (Correspondence) CUSTOMER_REGION (Customer Region) DELIVER_TO (Deliver To) DRAWEE (Drawee) DUN (Dunning) GENERAL_MAIL_TO (General Mail) HEADQUARTERS_FOR (Headquarters for) HOME (Home) INCORPORATED_TO (Incorporated) INSTALL_AT (Install At) INV (Invoice) ISSUED_BY (Issued By) KEY_SITE (Key Site) LEGAL (Legal) LEGAL_ADDRESS_OF (Legal Address) LEGAL_RESIDENCE_OF (Legal Residence) MARKET (Market) MARK_FOR (Mark For) NOT_ALLOWED_INTO (Not Allowed Into) OFFER_TO (Offer to) |
Persons, Organizations | |
| AR | PARTY_SITE_USE_CODE (continued) |
OTHER (Other) PAYMENT_WILL_BE_MADE_BY (Be Made By) PAY_TO (Pay To) REPLY_TO (Reply To) REPORT_TO (Report To) RESIDES_AT (Resides At) SHIP_FROM (Ship From) SHIP TO (SHIP_TO) SOLD_TO (Sold To) STMTS (Statements) STORE (Store) SUPPORT_SITE (Support Site) WORKS_AT (Works At) WORK_PERFORMED_AT (Work Performed At) |
||
| AR | PARTY_TYPE | eBusiness Center, persons, organizations, accounts, leads, opportunities, quotes/orders, events, collateral | ||
| AR | PAYMENT_TYPE | Events | ||
| AR | PHONE_LINE_TYPE | FAX (Fax) GEN (General) IW (Inbound watts) OW (Outbound watts) VM (Voice mail) ASSISTANT (Assistant) HOME (Home) MOBILE (Mobile) OFFICE (Office) PAGER (Pager) |
Persons, organizations, opportunities | E |
| AR | PREFERENCES | eBusiness Center | ||
| AR | REASON | Persons, organizations, leads, opportunities, events, Universal Work Queue | ||
| AR | REFERENCE | eBusiness Center | ||
| AR | REFERENCE | Persons, organizations, accounts, leads, opportunities, lookup, Universal Work Queue | ||
| AR | RELATIONSHIP_TYPE | Persons, organizations, lookup | ||
| AR | REMIT | Persons, organizations | ||
| AR | RESPONSIBILITY | APC (Accounts Payable Clerk) APS (Accounts Payable Supervisor) ARC (Accounts Receivable) ARS (Accounts Recievable Supervisor) CFO (Chief Financial Officer) COLCT (Collections) COLCTSUP (Collections Supervisor) CONTRLR (Controller) GLC (General Ledger Clerk) GLS (General Ledger Supervisor) SOC (Sales Operation Clerk) SOS (Sales Operations Supervisor) TRSUR (Treasurer) |
Persons, organizations, Universal Work Queue | E |
| AR | ROLE_LEVEL | Persons, organizations | ||
| AR | SELECT_TYPE | Persons, organizations | ||
| AR | SITE_USE_CODE | Persons, Organizations | ||
| AR | STATE | AK AL |
eBusiness Center, persons, organizations, accounts, leads, opportunities, collateral, lookup, scripting, Universal Work Queue | |
| AR | SUBJECT_TABLE | Persons, organizations | ||
| AS | ACCESS_PRIVILEGE | F (Full unrestricted access) P (Prospecting Access) T. (Sales Team Access) |
Access privilege for employee | S |
| AS | ASTATA_RUN_MODE | New (Run program in new mode) Restart (Run program after new mode stopped) Total (Run program in total mode to refresh all access records) |
Run mode for Territory Assignment concurrent program | S |
| AS | AUTO_ASSIGNMENT_TYPE | Both None PRM TAP |
Automatic assignment type | S |
| AS | BUDGET_AMOUNT | Leads, lookup | ||
| AS | BUDGET_STATUS | Leads, lookup | ||
| AS | CLOSE_REASON | Leads, opportunities | ||
| AS | CLOSE_REASON | A (Availability) C (Competition) F (Function) P (Price) S (Service) |
Opportunity close reason | E |
| AS | CONTACT_RANK_ON OPPORTUNITY | DECISION_MAKER END_USER |
Opportunity contact rank | U |
| AS | DECISION_TIMEFRAME | Leads | ||
| AS | FLAG | N (No) Y (Yes) |
Flag | S |
| AS | INTEREST USE | COMPANY_CLASSIFICATION (Customer Classification) CONTACT_INTEREST (Contact Interest) LEAD_CLASSIFICATION (Lead or Opportunity Classification) |
Interest use | S |
| AS | INTEREST_USE | Opportunities | ||
| AS | ISSUE | eBusiness Center, leads, opportunities | ||
| AS | LEAD_CONTACT_ROLE | Leads | ||
| AS | LEAD_SOURCE | Leads, opportunities | ||
| AS | MC_DATE_MAPPING_TYPE | E (End date of a period) S (Start date of a period) |
Date mapping type | U |
| AS | METHODOLOGY_TYPE | OOP (Object Oriented) | Opportunity methodology type | E |
| AS | OPP_ACCESS_PRIVILEGE | F (Full Unrestricted Access) O (Full Access by Operating Unit) P (Prospecting Access) T (Sales Team Access) |
Opportunity access privilege | S |
| AS | OPP_PROBABILITY_LINK | Error (New value is not acceptable) Warning (Warn user about error) |
Opportunity probability links | S |
| AS | PLAN_ELEMENT_MAPPING | PCODE (Map quota to primary interest code) SCODE (Map quota to secondary interest code TYPE (Map quota to interest type) |
Sales categories mapping with sales quotas (Oracle Incentive Compensation) | S |
| AS | PRM_LEAD_TYPE | Opportunities | ||
| AS | REJECT_REASON_CODE | ASSIGN_ERROR DUPLICATE VACATION |
Leads | |
| AS | ROLE_TYPE | Persons, Organizations, accounts, lookup | ||
| AS | ROLE_TYPE | AM (Account Manager) PS (Product Specialist) |
Role type | U |
| AS | SALESFORCE_RELATIONSHIP | Opportunities | ||
| AS | SCD_REFRESH_MODE | 1 (Complete refresh) 2 (Incremental refresh) |
Sales Credit Denorm refresh mode | U |
| AS | SCD_RUN_MODE | 1 (Complete) 2 (Update) |
Sales Credit Denorm run mode | E |
| AS | UPDATE_ACCESS | eBusiness Center | ||
| AS | UPDATE_ACCESS | I (Inherit data) R (View data) U (Update subordinate's data) |
Update access | S |
| AS | VEHICLE_RESPONSE_CODE | Leads | ||
| AS | VEHICLE_RESPONSE_CODE | Opportunities | ||
| AS | VEHICLE_RESPONSE_CODE | Lookup | ||
| ASF | ASF_CHART_COLOR_PALETTE | #99cccc #336699 #cccc33 #ccff99 #339966 #9999ff #996633 #99cc33 #0066cc #ffcc00 #009999 #999999 #cccc66 #666699 #ccccff |
Charts | S |
| ASO | ASO_ITEM_TYPE | Accounts | ||
| ASO | ASO_QUOTE_RELATED_OBJECTS | Quotes/Orders | ||
| AST | AST_SEARCH_VIEW_BY_LIST | CAMPAIGN COLLATERAL CUSTOMERKEY EVENT LEAD OPPORTUNITY QUOTE |
Universal Search | S |
| HZ | HZ_TYPE_OF_SCHOOL | Person Details in TeleSales | E | |
| JTF | ACTION_TYPE | ADD ANSWER CREATE_FSR DEL INQ INTERACT RECONCILE SENT TRANSFER UPD UPDATE_FSR UPSELL WAIT XSELL |
Events, Universal Work Queue | |
| JTF | ROLE_TYPE | Sales Team | ||
| OTS | Quick Find Types | Account Number Service Request Number Service Key Telephone Number Organization number Person number Relationship number Tax ID Quote number Order number Contract number |
eBusiness Center: Quick Find field | User |