Search Results salesforce_relationship_code

Overview

PV_PRTNR_SALES_TEAM_V is an APPS-owned reporting view within the Partner Management (PV) product family of Oracle E-Business Suite, valid in both 12.1.1 and 12.2.2. It presents a denormalized, query-friendly representation of partner sales team members, combining partner access records, party and contact information, address data, phone contact points, sales group assignments, and the corresponding FND user account. Rather than joining the underlying TCA (Trading Community Architecture) and resource model tables directly, the view consolidates this information into a single flat structure suitable for reporting, integration extracts, and ad hoc SQL. The view is significant because contact_party_name, submitted as part of the join, resolves to the HZ_PARTIES.PARTY_NAME of the individual contact (the partner contact party), while the related organization name is drawn from a separate HZ_PARTIES alias, allowing a single row to expose both the person and the organization they belong to.

Underlying Base Objects

The view is defined over the following documented base objects: AS_ACCESSES_ALL (VIEW), FND_USER (SYNONYM), HZ_CONTACT_POINTS (SYNONYM), HZ_LOCATIONS (SYNONYM), HZ_ORG_CONTACTS (SYNONYM), HZ_PARTIES (SYNONYM), HZ_PARTY_SITES (SYNONYM), HZ_RELATIONSHIPS (SYNONYM), JTF_RS_GROUPS_VL (VIEW), and JTF_RS_RESOURCE_EXTNS (SYNONYM). AS_ACCESSES_ALL supplies the core partner access records and flags such as TEAM_LEADER_FLAG, FREEZE_FLAG, SALESFORCE_ID, SALES_GROUP_ID, and CUSTOMER_ID. HZ_RELATIONSHIPS links the partner contact party to determine the object party (organization) and subject party (person). HZ_ORG_CONTACTS provides job title information for the contact, and HZ_CONTACT_POINTS provides the primary phone details. FND_USER and JTF_RS_RESOURCE_EXTNS resolve the salesforce resource to an application user and email address, while JTF_RS_GROUPS_VL supplies the sales group name.

Key Columns

• PERSON_ID / PARTY_ID / PERSON_PARTY_ID — identifiers for the resource/person, the relationship object party, and the subject person party respectively.
• PARTY_NAME — the contact party name (the name relevant to a contact_party_name search) derived from HZ_PARTIES for the person.
• PTORG.PARTY_NAME — the organization party name associated with the relationship.
• PERSON_FIRST_NAME, PERSON_MIDDLE_NAME, PERSON_LAST_NAME — the individual's name components.
• EMAIL_ADDRESS — from FND_USER, the user's email.
• JOB_TITLE, JOB_TITLE_CODE — from HZ_ORG_CONTACTS.
• SALES_GROUP_NAME, SALES_GROUP_ID — sales group assignment.
• TEAM_LEADER_FLAG, FREEZE_FLAG — team membership and status flags.
• ADDRESS1–ADDRESS4, CITY, STATE, PROVINCE, COUNTY, COUNTRY, POSTAL_CODE — location details from HZ_LOCATIONS.
• PHONE_NUMBER, PHONE_AREA_CODE, PHONE_COUNTRY_CODE, PHONE_EXTENSION, PHONE_LINE_TYPE — primary phone contact point.
• ACCESS_ID, CUSTOMER_ID, SALESFORCE_ID, LEAD_ID, SALES_LEAD_ID, SALESFORCE_ROLE_CODE, SALESFORCE_RELATIONSHIP_CODE — access, customer, and Salesforce integration identifiers.

Common Use Cases and Queries

Typical uses include listing sales team members for a partner organization, retrieving contact details for integration with CRM or Salesforce, and reporting on team leaders and sales group alignment. Because the view flattens TCA structures, a search for contact_party_name is naturally satisfied by PARTY_NAME.

SELECT party_name, person_first_name, person_last_name, email_address,
       job_title, sales_group_name, team_leader_flag
FROM   apps.pv_prtner_sales_team_v
WHERE  UPPER(party_name) LIKE UPPER('%SMITH%');

To list members grouped by organization:

SELECT p.org_party_name, v.party_name, v.phone_number, v.city
FROM   apps.pv_prtner_sales_team_v v, (SELECT party_id org_party_id, party_name org_party_name
       FROM apps.hz_parties) p
WHERE  v.party_id = p.org_party_id;

In practice, the view is also joined back to HZ_PARTIES on PARTY_ID to expose the organization name where it is not separately aliased, supporting partner contact and sales team reports across the PV module.