previous

Relationships Export Data Definition (RELATIONSHIPS)

This Relationships export allows users to view at a glance all Company, Agent, and Contact Profiles that have a relationship with each other as indicated in the database. The export can also be used to import all required information into a third party system. This export can be manually run by selecting Miscellaneous>File Export or Configuration>External>Export Files. The file transfer from OPERA to the database is completed by using the OPERA OXI_HUB Interface, with an HTTP address that is setup for the actual export file itself (see Export Files for details).

File Type

RELATIONSHIPS

Views Used by This Export

EXPORT_RELATIONSHIPS.VW

Pre-Export Procedure

<None>

Post Export Procedure

<None>

File Name Formula

'REL_'||to_char(pms_p.business_date,'MMDDYY')||'EXP'

File Extension Formula

'TXT'

Data Export Columns

Column Name  

Length

Align

Data Type

Prompt

Default

RECORD_TYPE (Program generated. R = Relationships)

Variable

L

VARCHAR2

N

R

SOURCE_SYSTEM (System sending the file, e.g. OPERA)

Variable

L

VARCHAR2

N

 

BUSINESS_DATE (Processing date: MM-DD-YYYY)

10

L

FORMULA

N

 

NAME_ID (Company Name for Companies and Agents or Last Name, First Name for contacts / individuals)

Variable

R

VARCHAR2

N

 

UDFC40

Variable

L

VARCHAR2

N

 

PROFILE_NAME (Company Name for Companies and Agents or Last Name, First Name for contacts / individuals)

Variable

L

VARCHAR2

 

 

RELATION_TO_NAME_ID

Variable

R

VARCHAR2

N

 

RELATION_TO_NAME (Company Name for Companies and Agents or Last Name, First Name for contacts / individuals)

Variable

L

VARCHAR2

N

 

RELATION_TO_DESC

Variable

L

VARCHAR2

N

 

RELATION_TO_UDFC40 (UDFC40 of the linked company for RELATION_TO_NAME_ID. If no company linked, then UDFC40 of the linked agent for RELATION_TO_NAME_ID)

Variable

L

VARCHAR2

N

 

RELATIONSHIP_TYPE

Variable

L

VARCHAR2

N

 

RELATIONSHIP_DESC

Variable

L

VARCHAR2

N

 

PRIMARY_YN

Variable

L

VARCHAR2

N

 

Relationships File Header and Detail Data

See the Relationships Export File Header and Detail Data

See Also