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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: PROSPECT_MOVES_MANAGEMENT

Description Contains details related to each scheduled move and each contact or follow up action associated with a prospect plan for a prospect.
Key & Frequency Multiple rows per entity per project.
Recommended Search Columns ENTITY_UID

Target Column Business Definition Database Data Type Source Name Source Column
ACTIVE_PROSPECT_STRATEGY_IND Indicates whether the strategy plan is active based upon its status and if the system date is between the start and end date of the strategy plan. CHAR(1)

CALCULATION

CASE WHEN STRATEGY_PLAN_STATUS_IND

ADMINISTRATIVE_GROUP Administrative-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

ASK_AMOUNT Ask amount for the contact/project. NUMBER

AMRCONT

AMRCONT_ASK_AMT

COMPLETE_DATE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)

TO BE FILLED IN BY DEVELOPER

ATVFISC_CODE

COMPLETE_DATE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

ENTITY_UID System generated, unique, internal identification number assigned to this person or entity. NUMBER

AMRCONT

AMRPLAN

AMRCONT_PIDM

AMRPLAN_PIDM

ITEM_REF_NUMBER Internal generated number for each contact. NUMBER

AMRCONT

AMRCONT_ITEM_REFNO

MOVE Move code associated with a plan or associated with a contact that is not plan related. VARCHAR2(63)

AMRCONT

AMRPLAN

AMRCONT_MOVE_CODE

AMRPLAN_MOVE_CODE

MOVE_COMPLETION_DATE Date the planned or unplanned move was completed. DATE

AMRCONT

AMRCONT_CONTACT_DATE

MOVE_DESC Move code description. VARCHAR2(255)

ATVMOVE

ATVMOVE_DESC

MOVE_INTERVAL Number of days between the previous move and the current move. For the first move in the strategy plan, this is the number of days that should pass after the day the plan is assigned to the prospect before the move is completed. NUMBER

AMRPLAN

AMRPLAN_WAIT_DAYS

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied. VARCHAR2(63)

NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied. VARCHAR2(255)

NA

NA

PERSON_COMPLETED_CONTACT_IDEN Identification code assigned to contact. VARCHAR2(63)

AMRCONT

AMRCONT_IDEN_CODE

PERSON_COMPLETED_CONTACT_NAME Name of the individual completing the contact. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PERSON_COMPLETED_CONTACT_UID System generated unique internal identification number assigned to this person. NUMBER

GOBEACC

GOBEACC_PIDM

PERSON_RESPONSIBLE_IDEN Staff identification code of the person primarily responsible for completing the strategic plan or responsible for the contact. VARCHAR2(63)

AMRCONT

GOBEACC

AMRCONT_IDEN_CODE

GOBEACC_PIDM

PERSON_RESPONSIBLE_IDEN_NAME Name of the individual responsible for completing the strategy plan or reponsible for the contact. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PERSON_RESPONSIBLE_UID System generated unique internal identification number assigned to the responsible staff person. NUMBER

GOBEACC

GOBEACC_PIDM

PLANNED_MOVE_COMPLETE_IND Determines if the move to the next constituent action was completed. VARCHAR2(1)

CALCULATION

CONSTANT

DECODE(TO_CHAR(AMRCONT_MOVE_SEQNO),NULL,'N','Y')

'N'

PLANNED_MOVE_DATE Date of the planned move. DATE

AMRPLAN

AMRPLAN_PLAN_DATE

PLANNED_MOVE_DATE_SOURCE Determines if the planned move date was changed manually by the (U)ser or by the (S)ystem during a re-scheduling function. VARCHAR2(1)

AMRPLAN

AMRPLAN_SYS_IND

PLANNED_MOVE_DATE_SOURCE_DESC Planned moved date source description. VARCHAR2(255)

AMRCONT

DECODE(TO_CHAR(AMRCONT_MOVE_SEQNO),NULL,'N','Y')

PLANNED_MOVE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)

ATVFISC

ATVFISC_CODE

PLANNED_MOVE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

PLANNED_MOVE_IND Determines if the move was associated to a plan (Y)es or not associated to a plan (N)o. VARCHAR2(1)

CONSTANT

CONSTANT

N

Y

PLANNED_MOVE_IND_DESC Planned move indicator description. VARCHAR2(255)

CONSTANT

CONSTANT

PLANNED MOVE

UNPLANNED MOVE

PLAN_MANAGER_IDEN Staff identification code of the individual assigned as the moves manager, the person primarily responsible for completing the strategic plan. VARCHAR2(63)

AMBPLAN

AMBPLAN_IDEN_CODE

PLAN_MANAGER_IDEN_NAME Moves manager name. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PLAN_MANAGER_UID System generated unique internal identification number assigned to this person. NUMBER

GOBEACC

GOBEACC_PIDM

PRIMARY_PROJECT_IND Determines if the project from the contact is related directly to the strategic plan. (Y)es the project is directly related to the plan, (N)o the project is not directly related to the plan. VARCHAR2(1)

CALCULATION

EXPRESSION

DECODE(AMRPLAN_PROJ_CODE, AMRCONT_PROJ_CODE)

DECODE (AMRPLAN_PROJ_CODE, AMRCONT_PROJ_CODE

PRIMARY_STAFF_IDEN_CODE Staff identification code. VARCHAR2(63)

ARMSTAF

AMRSTAF_IDEN_CODE

PRIMARY_STAFF_IDEN_NAME Name of the person with primary responsibility for this prospect as displayed on the internal person identification page. VARCHAR2(255)

GURIDEN

GURIDEN_DESC

PRIMARY_STAFF_UID System generated unique internal identification number assigned to this person. NUMBER

GOBEACC

GOBEACC_PIDM

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

PROJECT Project/interest code. VARCHAR2(63)

AMRCONT

AMRPLAN

AMRPLAN

AMRPLAN

AMRPLAN

AMRCONT_PROJ_CODE

AMRCONT_PROJ_CODE_2

AMRCONT_PROJ_CODE_3

AMRCONT_PROJ_CODE_4

AMRPLAN_PROJ_CODE

PROJECT_DESC Project/interest description. VARCHAR2(255)

ATVPROJ

ATVPROJ_DESC

PROPOSAL Proposal code associated to the prospect. VARCHAR2(63)

AMRCONT

AMRCONT_PROP_CODE

PROPOSAL_SEQUENCE_NUMBER Proposal code sequence number. NUMBER

AMRCONT

AMRCONT_PROP_SEQ_NO

PROSPECT_PLAN_ACTIVITY_DATE Date that information for this record in the table was entered or last updated. DATE

AMRPLAN

AMRPLAN_ACTIVITY_DATE

START_DATE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)

ATVFISC

ATVFISC_CODE

START_DATE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

STRATEGY_PLAN Strategy plan. VARCHAR2(63)

AMRCONT

AMRPLAN

AMRCONT_STGY_PLAN

AMRPLAN_STGY_PLAN

STRATEGY_PLAN_END_DATE Strategy plan end date. DATE

CALCULATION

NVL(AMBPLAN_END_DATE,'31-DEC-2099')

STRATEGY_PLAN_SEQUENCE_NUMBER Internal sequence number allowing multiple strategies for the strategy plan. NUMBER

AMBPLAN

AMBPLAN_PLAN_SEQ_NO

STRATEGY_PLAN_START_DATE Strategy plan start date. DATE

AMBPLAN

AMBPLAN_START_DATE

STRATEGY_PLAN_STATUS_IND Indicates whether the strategy plan is (1) acitve or (0) inactive. VARCHAR2(1)

AMBPLAN

AMBPLAN_ACTIVE_IND

STRATEGY_PLAN_STATUS_IND_DESC Strategy plan status description. VARCHAR2(255)

AMBPLAN

AMBPLAN_STATUS_IND



Ver: 8.5