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The JTF_TTY_ACCT_METRICS
table in Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2 is a critical data repository within the Oracle Trading Community Architecture (TCA) module. This table stores account-related metrics and transactional data, primarily supporting the Territory Management functionality in Oracle Sales applications. Below is a detailed analysis of its structure, purpose, and integration within Oracle EBS.
1. Purpose and Functional Context
TheJTF_TTY_ACCT_METRICS
table is designed to store quantitative metrics associated with customer accounts, enabling sales teams to analyze performance, assign territories, and optimize resource allocation. It is tightly integrated with Oracle Territory Manager (JTF
schema) and works alongside other TCA tables like HZ_PARTIES
and HZ_CUST_ACCOUNTS
. Key functionalities include:
- Territory Assignment: Stores metrics used for automated territory assignment rules (e.g., revenue, opportunity count).
- Performance Analytics: Tracks historical and real-time account metrics for reporting in Oracle BI or CRM dashboards.
- Data Aggregation: Supports roll-up calculations for hierarchies (e.g., parent-child account relationships).
2. Table Structure and Key Columns
The table’s schema includes columns to link metrics to accounts, territories, and time periods. Notable columns include:ACCT_METRIC_ID
: Primary key, uniquely identifying each metric record.CUST_ACCOUNT_ID
: Foreign key referencingHZ_CUST_ACCOUNTS
, tying metrics to customer accounts.TERRITORY_ID
: Links toJTF_TERRITORIES_B
for territory-based analysis.METRIC_TYPE
: Categorizes metrics (e.g., "REVENUE," "OPPORTUNITY_COUNT").METRIC_VALUE
: Stores the numeric value of the metric.START_DATE_ACTIVE
andEND_DATE_ACTIVE
: Define the metric’s validity period.LAST_UPDATE_DATE
andCREATED_BY
: Audit columns for compliance.
3. Integration with Oracle EBS Modules
The table interacts with multiple EBS components:- Oracle TCA: Relies on
HZ_CUST_ACCOUNTS
for account master data. - Oracle Territory Manager: Uses metrics to enforce territory rules via
JTF_TERR_RULES_B
. - Oracle Sales: Feeds data to pipelines and forecasts in
AS_OPPORTUNITIES
. - Oracle BI Publisher: Provides datasets for territory performance reports.
4. Data Flow and Maintenance
Data is populated via:- Batch Processes: Concurrent programs like "Generate Account Metrics" aggregate transactional data from AR, OM, or CRM.
- Real-Time Updates: Triggers or APIs update metrics during opportunity creation or invoice posting.
JTF_TTY_ACCT_METRICS_PKG
to maintain performance.
5. Customization and Extensions
Common enhancements include:- Adding custom metric types via
JTF_TTY_METRIC_TYPES_B
. - Extending the table with descriptive flexfields (DFFs) for industry-specific attributes.
- Integrating with external CRM systems via Oracle Integration Cloud (OIC).
6. Performance Considerations
For large deployments:- Indexes on
CUST_ACCOUNT_ID
,TERRITORY_ID
, andMETRIC_TYPE
are critical. - Partitioning by
START_DATE_ACTIVE
improves query performance. - Materialized views can pre-aggregate metrics for dashboards.
Conclusion
TheJTF_TTY_ACCT_METRICS
table is a cornerstone of Oracle EBS’s territory management and sales analytics capabilities. Its design ensures scalability and flexibility, supporting both out-of-the-box functionality and custom extensions. Proper maintenance and indexing are essential to leverage its full potential in enterprise deployments.
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Lookup Type: JTF_TERR_RSC_ACCESS_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: Territory Resource Access Type , description: Territory Resource Access Type ,
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Lookup Type: JTF_TERR_RSC_ACCESS_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: Territory Resource Access Type , description: Territory Resource Access Type ,
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Lookup Type: JTF_ACCOUNT_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: Account Type , description: Internet User Account type ,
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Lookup Type: JTF_ACCOUNT_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: Account Type , description: Internet User Account type ,
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Lookup Type: JTF_TTY_NAMED_ACCT_SEARCH_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: Named Account Search By Type ,
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Lookup Type: JTF_TTY_NAMED_ACCT_SEARCH_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: Named Account Search By Type ,
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Lookup Type: JTF_TERR_QUAL_TYPES
12.1.1
product: JTF - CRM Foundation , meaning: Territory Qualifier Types , description: Territory Qualifier Types ,
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Lookup Type: JTF_TERR_QUAL_TYPES
12.2.2
product: JTF - CRM Foundation , meaning: Territory Qualifier Types , description: Territory Qualifier Types ,
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Lookup Type: JTF_TASK_SEARCH_CUSTOMER
12.1.1
product: JTF - CRM Foundation , meaning: Customer Query Criteria , description: Customer Query Criteria ,
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Lookup Type: JTF_TASK_SEARCH_CUSTOMER
12.2.2
product: JTF - CRM Foundation , meaning: Customer Query Criteria , description: Customer Query Criteria ,
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Lookup Type: JTF_TTY_NAMED_ACCT_STATUS
12.1.1
product: JTF - CRM Foundation , meaning: Territory Named Account Statuses , description: Territory Named Account Statuses ,
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Lookup Type: JTF_TTY_NAMED_ACCT_STATUS
12.2.2
product: JTF - CRM Foundation , meaning: Territory Named Account Statuses , description: Territory Named Account Statuses ,
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Lookup Type: JTF_TTY_NAMED_ACCTS
12.1.1
product: JTF - CRM Foundation , meaning: Territory Named Account Lookups , description: Lookup Codes for Named Account Sales dashboard ,
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Lookup Type: JTF_TTY_NAMED_ACCTS
12.2.2
product: JTF - CRM Foundation , meaning: Territory Named Account Lookups , description: Lookup Codes for Named Account Sales dashboard ,
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Lookup Type: JTF_IH_SRCH_CRITERIA
12.2.2
product: JTF - CRM Foundation , meaning: Interaction History Search Criteria ,
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Lookup Type: JTF_IH_SRCH_CRITERIA
12.1.1
product: JTF - CRM Foundation , meaning: Interaction History Search Criteria ,
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View: JTF_SUSPENSION_ACTIVITY_V
12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_SUSPENSION_ACTIVITY_V, object_name:JTF_SUSPENSION_ACTIVITY_V, status:VALID, product: JTF - CRM Foundation , description: JTF_SUSPENSION_ACTIVITY_V retreives information about the point in time that service is no longer provided to a customer account or customer account site. , implementation_dba_data: APPS.JTF_SUSPENSION_ACTIVITY_V ,
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View: JTF_SUSPENSION_ACTIVITY_V
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_SUSPENSION_ACTIVITY_V, object_name:JTF_SUSPENSION_ACTIVITY_V, status:VALID, product: JTF - CRM Foundation , description: JTF_SUSPENSION_ACTIVITY_V retreives information about the point in time that service is no longer provided to a customer account or customer account site. , implementation_dba_data: APPS.JTF_SUSPENSION_ACTIVITY_V ,
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View: JTF_TERR_TRANS_DENORM_V
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_TERR_TRANS_DENORM_V, object_name:JTF_TERR_TRANS_DENORM_V, status:VALID, product: JTF - CRM Foundation , description: This shows the denormalised territory transactions horizontally. , implementation_dba_data: APPS.JTF_TERR_TRANS_DENORM_V ,
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View: JTF_TERR_T_TRANS_DENORM_V
12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_TERR_T_TRANS_DENORM_V, object_name:JTF_TERR_T_TRANS_DENORM_V, status:VALID, product: JTF - CRM Foundation , description: This shows the denormalised territory type transactions horizontally. , implementation_dba_data: APPS.JTF_TERR_T_TRANS_DENORM_V ,
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View: JTF_TERR_T_TRANS_DENORM_V
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_TERR_T_TRANS_DENORM_V, object_name:JTF_TERR_T_TRANS_DENORM_V, status:VALID, product: JTF - CRM Foundation , description: This shows the denormalised territory type transactions horizontally. , implementation_dba_data: APPS.JTF_TERR_T_TRANS_DENORM_V ,
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View: JTF_TERR_TRANS_DENORM_V
12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_TERR_TRANS_DENORM_V, object_name:JTF_TERR_TRANS_DENORM_V, status:VALID, product: JTF - CRM Foundation , description: This shows the denormalised territory transactions horizontally. , implementation_dba_data: APPS.JTF_TERR_TRANS_DENORM_V ,
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Lookup Type: JTY_OTHER_RSC_ACCESS
12.1.1
product: JTF - CRM Foundation , meaning: Other Resource Access , description: Other Resource Access ,
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Lookup Type: JTY_SALES_RSC_ACCESS
12.2.2
product: JTF - CRM Foundation , meaning: Sales Resource Access , description: Sales Resource Access ,
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Lookup Type: JTY_OTHER_RSC_ACCESS
12.2.2
product: JTF - CRM Foundation , meaning: Other Resource Access , description: Other Resource Access ,
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Lookup Type: JTY_SALES_RSC_ACCESS
12.1.1
product: JTF - CRM Foundation , meaning: Sales Resource Access , description: Sales Resource Access ,
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Lookup Type: JTF_TASK_CONTEXT_SECURITY
12.2.2
product: JTF - CRM Foundation , meaning: JTF_TASK_CONTEXT_SECURITY , description: Security options used for context sensitive screen ,
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Lookup Type: JTF_TASK_CONTEXT_SECURITY
12.1.1
product: JTF - CRM Foundation , meaning: JTF_TASK_CONTEXT_SECURITY , description: Security options used for context sensitive screen ,
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Lookup Type: JTF_TTY_CNR_OPERATOR
12.1.1
product: JTF - CRM Foundation , meaning: Customer Name Operator for Named Account ,
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Lookup Type: JTF_TTY_CNR_OPERATOR
12.2.2
product: JTF - CRM Foundation , meaning: Customer Name Operator for Named Account ,
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Lookup Type: JTF_TTY_TERRGP_TYPE
12.1.1
product: JTF - CRM Foundation , meaning: Lookup Type for Types of Territory Griup ,
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Lookup Type: JTF_TTY_TERRGP_TYPE
12.2.2
product: JTF - CRM Foundation , meaning: Lookup Type for Types of Territory Griup ,
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Table: JTF_TTY_ACCT_METRICS
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TTY_ACCT_METRICS, object_name:JTF_TTY_ACCT_METRICS, status:VALID, product: JTF - CRM Foundation , description: Stores Alignment metrics data for each Named Account. , implementation_dba_data: JTF.JTF_TTY_ACCT_METRICS ,
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Table: JTF_TTY_ACCT_METRICS
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TTY_ACCT_METRICS, object_name:JTF_TTY_ACCT_METRICS, status:VALID, product: JTF - CRM Foundation , description: Stores Alignment metrics data for each Named Account. , implementation_dba_data: JTF.JTF_TTY_ACCT_METRICS ,
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Table: JTF_TTY_NAMED_ACCT_RSC
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TTY_NAMED_ACCT_RSC, object_name:JTF_TTY_NAMED_ACCT_RSC, status:VALID, product: JTF - CRM Foundation , description: Contains Named Account assignments. , implementation_dba_data: JTF.JTF_TTY_NAMED_ACCT_RSC ,
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Table: JTF_TTY_NAMED_ACCT_RSC
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TTY_NAMED_ACCT_RSC, object_name:JTF_TTY_NAMED_ACCT_RSC, status:VALID, product: JTF - CRM Foundation , description: Contains Named Account assignments. , implementation_dba_data: JTF.JTF_TTY_NAMED_ACCT_RSC ,
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Table: JTF_TTY_ACCT_RSC_DN
12.2.2
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TTY_ACCT_RSC_DN, object_name:JTF_TTY_ACCT_RSC_DN, status:VALID, product: JTF - CRM Foundation , description: This table stores named account assignments in denormalized manner , implementation_dba_data: JTF.JTF_TTY_ACCT_RSC_DN ,
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Table: JTF_TTY_ACCT_RSC_DN
12.1.1
owner:JTF, object_type:TABLE, fnd_design_data:JTF.JTF_TTY_ACCT_RSC_DN, object_name:JTF_TTY_ACCT_RSC_DN, status:VALID, product: JTF - CRM Foundation , description: This table stores named account assignments in denormalized manner , implementation_dba_data: JTF.JTF_TTY_ACCT_RSC_DN ,
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Concurrent Program: PATPURGE
12.1.1
execution_filename: JTF_PF_CONV_PKG.PURGE_DATA , product: JTF - CRM Foundation , user_name: Page Access Tracking Purge Data , description: Program for purging the data in repository, mining and summary tables , argument_method: Standard , enabled: Yes , execution_method: PL/SQL Stored Procedure ,
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Concurrent Program: JTF_TTY_POPULATE_BIN
12.1.1
execution_filename: JTF_TTY_WORKFLOW_POP_BIN_PVT.populate_bin_startworkflow , product: JTF - CRM Foundation , user_name: JTFVPOBB , description: Program to Populate Portlet and Run Workflow , argument_method: Standard , enabled: Yes , execution_method: PL/SQL Stored Procedure ,
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Concurrent Program: JTF_TTY_POPULATE_BIN
12.2.2
execution_filename: JTF_TTY_WORKFLOW_POP_BIN_PVT.populate_bin_startworkflow , product: JTF - CRM Foundation , user_name: JTFVPOBB , description: Program to Populate Portlet and Run Workflow , argument_method: Standard , enabled: Yes , execution_method: PL/SQL Stored Procedure ,
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Concurrent Program: PATPURGE
12.2.2
execution_filename: JTF_PF_CONV_PKG.PURGE_DATA , product: JTF - CRM Foundation , user_name: Page Access Tracking Purge Data , description: Program for purging the data in repository, mining and summary tables , argument_method: Standard , enabled: Yes , execution_method: PL/SQL Stored Procedure ,
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Lookup Type: JTF_TTY_SITE_TYPE_CODE
12.2.2
product: JTF - CRM Foundation , meaning: Territory Site Types , description: Site types for the named account module in territory ,
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Lookup Type: JTF_TTY_SITE_TYPE_CODE
12.1.1
product: JTF - CRM Foundation , meaning: Territory Site Types , description: Site types for the named account module in territory ,
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Lookup Type: CAC_VIEW_ACCESS
12.1.1
product: JTF - CRM Foundation , meaning: Calendar: Appointment Access , description: Calendar Appointment Access ,
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View: JTF_PARTY_ACCOUNTS_V
12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:JTF.JTF_PARTY_ACCOUNTS_V, object_name:JTF_PARTY_ACCOUNTS_V, status:VALID, product: JTF - CRM Foundation , description: Account and Role information of a Party , implementation_dba_data: APPS.JTF_PARTY_ACCOUNTS_V ,
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Lookup Type: JTY_COLLECTIONS_RSC_ACCESS
12.1.1
product: JTF - CRM Foundation , meaning: Collections Resource Access , description: Collections Resource Access ,
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Lookup Type: JTY_PARTNER_RSC_ACCESS
12.1.1
product: JTF - CRM Foundation , meaning: Partner Resource Access , description: Partner Resource Access ,
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Lookup Type: CAC_VIEW_ACCESS
12.2.2
product: JTF - CRM Foundation , meaning: Calendar: Appointment Access , description: Calendar Appointment Access ,
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Lookup Type: JTY_CONTRACTS_RSC_ACCESS
12.2.2
product: JTF - CRM Foundation , meaning: Contracts Resources Access , description: Contracts Resources Access ,