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Overview
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Overview

The PV_REFERRALS_B table is the core transactional table for managing partner referrals within Oracle E-Business Suite Partner Management (PV) module. It serves as the base table for recording the fundamental attributes of a referral, which is a formal submission from a partner to the enterprise regarding a potential sales opportunity. This table is central to tracking the lifecycle of partner-originated leads, from creation through to conversion into sales opportunities or orders, thereby facilitating partner relationship management, incentive calculation, and channel performance analysis.

Key Information Stored

The table's primary key is the REFERRAL_ID, which uniquely identifies each referral record. Based on its documented foreign key relationships, the table stores critical identifiers that link the referral to other core entities within EBS. Key columns include PARTNER_CUST_ACCOUNT_ID, linking to the HZ_CUST_ACCOUNTS table to identify the partner organization; ENTITY_ID_LINKED_TO, which connects to either the AS_LEADS_ALL or AS_SALES_LEADS table to associate the referral with a specific lead or opportunity; BENEFIT_ID, linking to PV_GE_BENEFITS_B for tracking associated partner benefits or incentives; and PARTNER_CONTACT_RESOURCE_ID, linking to JTF_RS_RESOURCE_EXTNS to identify the specific partner contact or resource who made the referral.

Common Use Cases and Queries

This table is primarily accessed for operational reporting, process automation, and data validation. Common use cases include generating reports on referral volume by partner, tracking the conversion rate of referrals to qualified leads, and calculating partner referral benefits. A typical query might join PV_REFERRALS_B with HZ_CUST_ACCOUNTS and AS_LEADS_ALL to analyze partner performance. For instance, to list all referrals with partner and lead status, a developer might use:

  • SELECT pr.referral_id, hca.account_name, al.status
  • FROM pv.pv_referrals_b pr,
  • hz_cust_accounts hca,
  • as_leads_all al
  • WHERE pr.partner_cust_account_id = hca.cust_account_id
  • AND pr.entity_id_linked_to = al.lead_id;

Data is typically created and modified via the standard Oracle Partner Management user interface or through dedicated APIs, rather than via direct SQL manipulation.

Related Objects

PV_REFERRALS_B is the central node in a network of related objects. The PV_REFERRALS_TL table provides translated descriptive information for the referral. The PV_REFERRED_PRODUCTS table holds details of specific products associated with a referral. Key foreign key dependencies, as documented, link it to the customer (HZ_CUST_ACCOUNTS), lead/opportunity (AS_LEADS_ALL, AS_SALES_LEADS), partner benefits (PV_GE_BENEFITS_B), and resource (JTF_RS_RESOURCE_EXTNS) entities. It is also referenced by PV_GE_QSNR_ELEMENTS_B, indicating its use in questionnaire functionality related to referral entities. These relationships ensure data integrity and enable comprehensive reporting across the partner management and sales modules.