Results for “quota_credit_amount”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

AS_SALES_CREDITS is a Sales Foundation (AS) transaction table owned by the OSM schema in Oracle E-Business Suite 12.1.1 and 12.2.2. It stores the individual sales credit assignments associated with leads and lead lines produced by the Sales Foundation / TeleSales and Sales Online modules. Each row represents a credit allocation granted to a sales resource, sales group, or partner against a specific lead or lead line, capturing the split of revenue, quota, and forecast credit between the parties involved.

The table functions as the operational backbone for sales credit distribution, quota attribution, and partner compensation reporting. It is tightly coupled to the lead management schema (AS_LEADS_ALL, AS_LEAD_LINES_ALL) and to the CRM resource model (JTF_RS_RESOURCE_EXTNS, JTF_RS_GROUPS_B), and it references Trading Community Architecture entities (HZ_PARTIES, HZ_PARTY_SITES) for channel or partner records.

Based on the foreign key structure, the heuristic Data Vault classification for this object is satellite-leaning: the business key (SALES_CREDIT_ID) identifies a single credit record, while attributes such as revenue amount, credit percent, and forecast values change over time relative to the parent lead/lead-line hub. The table also exhibits link characteristics because it connects a lead or lead line to a sales resource or group.

Key Information Stored

The table contains 49 documented columns. The surrogate primary key is SALES_CREDIT_ID, enforced by AS_SALES_CREDITS_PK and also supported by the unique index AS_SALES_CREDITS_U1, making it both the surrogate key and the principal business-key candidate. The most significant columns include:

• SALES_CREDIT_ID — Surrogate primary key and unique business-key candidate.
• LEAD_ID — Foreign key to AS_LEADS_ALL, identifying the parent lead.
• LEAD_LINE_ID — Foreign key to AS_LEAD_LINES_ALL, identifying the specific lead line credited.
• SALESFORCE_ID — Foreign key to JTF_RS_RESOURCE_EXTNS; the sales resource receiving the credit.
• SALESGROUP_ID — Foreign key to JTF_RS_GROUPS_B; the sales group credited.
• PARTNER_CUSTOMER_ID — Foreign key to HZ_PARTIES; the partner or channel party.
• PARTNER_ADDRESS_ID — Foreign key to HZ_PARTY_SITES; the partner site address.
• CREDIT_TYPE_ID — Foreign key to IGS_FI_CR_TYPES_ALL; classifies the credit type.
• SECURITY_GROUP_ID — Foreign key to FND_SECURITY_GROUPS; supports Multi-Org Access Control / data security.
• REVENUE_AMOUNT and REVENUE_PERCENT — Revenue credit allocated to the recipient.
• QUOTA_CREDIT_AMOUNT and QUOTA_CREDIT_PERCENT — Quota credit allocation.
• CREDIT_AMOUNT and CREDIT_PERCENT — General credit amount and percentage.
• OPP_FORECAST_AMOUNT, OPP_BEST_FORECAST_AMOUNT, OPP_WORST_FORECAST_AMOUNT — Forecast credit values tied to opportunity forecasting.
• MANAGER_REVIEW_FLAG and MANAGER_REVIEW_DATE — Indicate whether a manager has reviewed the credit assignment.
• ORIGINAL_SALES_CREDIT_ID — Self-referencing link to the source credit when a credit is copied or revised.
• DEFAULTED_FROM_OWNER_FLAG — Indicates the credit was defaulted from the lead owner.
• Who columns: CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY, LAST_UPDATE_LOGIN.
• ATTRIBUTE_CATEGORY and ATTRIBUTE1–ATTRIBUTE15 — Descriptive flexfield (DFF) segments.
• OBJECT_VERSION_NUMBER — Optimistic locking column used by the OAF/BC4J framework.

Common Use Cases and Queries

Typical scenarios include sales credit reporting, quota credit roll-ups, partner compensation analysis, forecast attribution, and manager review workflow tracking. A common query retrieves all credits for a given lead:

• SELECT sales_credit_id, salesforce_id, revenue_amount, credit_percent FROM as_sales_credits WHERE lead_id = :lead_id;
• Joining to JTF_RS_RESOURCE_EXTNS resolves the sales resource name for the credit recipient.
• Joining to AS_LEADS_ALL on LEAD_ID provides lead context such as customer and status.
• Aggregating REVENUE_AMOUNT by SALESGROUP_ID supports sales group quota attainment reporting.
• Filtering on MANAGER_REVIEW_FLAG = 'Y' supports review workflow auditing.
• Filtering by SECURITY_GROUP_ID enforces organization-level data security in custom reports. Reports are typically executed through BI Publisher or OAF-based Sales Foundation pages rather than direct SQL in production.

Related Objects

The most significant related objects, derived from documented foreign keys and reverse dependencies, are:

• AS_LEADS_ALL — joined on AS_SALES_CREDITS.LEAD_ID.
• AS_LEAD_LINES_ALL — joined on AS_SALES_CREDITS.LEAD_LINE_ID.
• JTF_RS_RESOURCE_EXTNS — joined on AS_SALES_CREDITS.SALESFORCE_ID.
• JTF_RS_GROUPS_B — joined on AS_SALES_CREDITS.SALESGROUP_ID.
• HZ_PARTIES — joined on AS_SALES_CREDITS.PARTNER_CUSTOMER_ID.
• HZ_PARTY_SITES — joined on AS_SALES_CREDITS.PARTNER_ADDRESS_ID.
• IGS_FI_CR_TYPES_ALL — joined on AS_SALES_CREDITS.CREDIT_TYPE_ID.
• FND_SECURITY_GROUPS — joined on AS_SALES_CREDITS.SECURITY_GROUP_ID.
• AS_SALES_CREDITS_DENORM — a denormalized companion table referenced by SALES_CREDIT_ID; it depends on this table and is commonly used to accelerate credit reporting.

These relationships make AS_SALES_CREDITS a central integration point between lead management, CRM resources, and Trading Community Architecture data in the Sales Foundation module.