Results for “worksheet_type”

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

Overview

The AS_FORECAST_WORKSHEETS table resides in the OSM schema and belongs to the AS – Sales Foundation product family within Oracle E-Business Suite 12.1.1 and 12.2.2. It serves as the header-level store for forecast worksheet records, capturing information associated with opportunity and product category worksheets. Functionally, each row represents a distinct worksheet instance tied to a parent forecast, allowing sales organizations to manage forecasted amounts, worksheet status, and category-specific detail across defined periods and sales hierarchies.

From a Data Vault modeling perspective, the heuristic classification of this object is hub-leaning. This classification is derived from the foreign key structure, where the table contains a stable surrogate primary key (FORECAST_WORKSHEET_ID) and multiple outbound references to dimension-like master entities such as AS_INTERNAL_FORECASTS, AS_SALESFORCE, IGS_FI_CR_TYPES_ALL, and FND_SECURITY_GROUPS. As a modeling suggestion, it may be treated as a hub with associated descriptive attributes that could be normalized into a satellite in a formal Data Vault implementation.

Key Information Stored

The table contains 49 documented columns. The most significant include:

• FORECAST_WORKSHEET_ID – the surrogate primary key defined by AS_FORECAST_WORKSHEETS_PK, uniquely identifying each worksheet row.
• FORECAST_ID – foreign key referencing AS_INTERNAL_FORECASTS, linking the worksheet to its parent forecast.
• SALESFORCE_ID – foreign key to AS_SALESFORCE, identifying the sales organization context.
• SALES_GROUP_ID and EMPLOYEE_PERSON_ID – identify the sales group and individual responsible for the worksheet.
• WORKSHEET_TYPE – distinguishes opportunity worksheets from product category worksheets.
• PERIOD_NAME and CURRENCY_CODE – define the fiscal period and currency for the forecast amounts.
• STATUS_CODE and SAVE_DATE – track worksheet lifecycle and last save activity.
• WORST_FORECAST_AMOUNT, FORECAST_AMOUNT, BEST_FORECAST_AMOUNT – the three-tier forecast figures, each with a corresponding _FLAG column.
• CREDIT_TYPE_ID – foreign key to IGS_FI_CR_TYPES_ALL, indicating the credit type applied.
• SECURITY_GROUP_ID – foreign key to FND_SECURITY_GROUPS, enforcing row-level security.
• ACTIVE_FLAG, START_DATE_ACTIVE, END_DATE_ACTIVE – control effective dating.

Two unique indexes act as business-key candidates: AS_FORECAST_WORKSHEETS_U1 on FORECAST_WORKSHEET_ID and AS_FORECAST_WORKSHEETS_U2 on the composite of FORECAST_ID, WORKSHEET_TYPE, and STATUS_CODE.

Common Use Cases and Queries

Typical reporting scenarios include retrieving all worksheets for a given forecast, monitoring worksheet status across a sales organization, and comparing best, worst, and expected forecast amounts by period. A representative query joining the parent forecast table follows:

• SELECT w.FORECAST_WORKSHEET_ID, w.PERIOD_NAME, w.STATUS_CODE, w.FORECAST_AMOUNT, w.BEST_FORECAST_AMOUNT FROM AS_FORECAST_WORKSHEETS w, AS_INTERNAL_FORECASTS f WHERE w.FORECAST_ID = f.FORECAST_ID AND w.STATUS_CODE = 'ACTIVE';
• Aggregation by SALESFORCE_ID and PERIOD_NAME supports pipeline and forecast roll-up dashboards.
• Filtering on WORKSHEET_TYPE isolates opportunity versus product category worksheets for targeted analysis.

Related Objects

The following objects are most significant in relation to AS_FORECAST_WORKSHEETS:

• AS_INTERNAL_FORECASTS – parent forecast, joined via FORECAST_ID.
• AS_OPP_WORKSHEET_LINES – opportunity worksheet detail lines, referencing FORECAST_WORKSHEET_ID.
• AS_PROD_WORKSHEET_LINES – product category worksheet detail lines, also referencing FORECAST_WORKSHEET_ID.
• AS_SALESFORCE – sales organization master, joined via SALESFORCE_ID.
• IGS_FI_CR_TYPES_ALL – credit type reference, joined via CREDIT_TYPE_ID.
• FND_SECURITY_GROUPS – security group definition, joined via SECURITY_GROUP_ID.

Together these objects form the forecast worksheet subsystem within the AS Sales Foundation module, supporting both header and line-level forecast management.