# Provenance - Source Prompt: blueprint-prompt.md (v26.1.220) - Functional Requirements: crm_functional_requirements_spec.md - Schema Metadata: crm_schema_metadata.md - UX Patterns: Built-in # Application Definition - Name: Vision CRM - Description: CRM application for Vision sales lifecycle management from lead capture through opportunity, quote, order, invoice, payment, and governance workflows. - Comments: Supports role-based CRM operations for sales leadership, managers, representatives, and administrators across regions, branches, customers, and commercial transactions. - Primary Application Language: en - Home Page: Page 1 - Access Controls: - Roles: - Role: Chief Sales Officer - Description: Views company-wide performance, pipeline, forecast, regional comparisons, and executive drill-down reporting. - Role: Regional Vice President - Description: Reviews regional branch performance, pipeline trends, high-value approvals, and follow-up discipline. - Role: Branch Sales Manager - Description: Manages branch pipeline, assignment, coaching, approvals, overdue work, and local commercial execution. - Role: Sales Representative - Description: Owns daily CRM work for assigned leads, accounts, contacts, opportunities, quotes, activities, and transactions. - Role: Administrator - Description: Maintains setup data, access rules, approval rules, duplicate matching rules, products, users, and reference values. - List of Values: - LOV - Name: LOV_REGIONS - Type: Table - Table Name: CRM_REGIONS - Display: NAME - Return: REGION_ID - LOV - Name: LOV_BRANCHES - Type: Table - Table Name: CRM_BRANCHES - Display: NAME - Return: BRANCH_ID - LOV - Name: LOV_ROLES - Type: Table - Table Name: CRM_ROLES - Display: NAME - Return: ROLE_ID - LOV - Name: LOV_USERS - Type: Table - Table Name: CRM_USERS - Display: USERNAME - Return: USER_ID - LOV - Name: LOV_INDUSTRIES - Type: Table - Table Name: CRM_INDUSTRIES - Display: NAME - Return: INDUSTRY_ID - LOV - Name: LOV_ACCOUNT_RELATIONSHIP_STATUSES - Type: Table - Table Name: CRM_ACCOUNT_RELATIONSHIP_STATUSES - Display: DESCRIPTION - Return: ACCOUNT_RELATIONSHIP_STATUS_ID - LOV - Name: LOV_ACCOUNTS - Type: Table - Table Name: CRM_ACCOUNTS - Display: NAME - Return: ACCOUNT_ID - LOV - Name: LOV_CONTACTS - Type: Table - Table Name: CRM_CONTACTS - Display: NAME - Return: CONTACT_ID - LOV - Name: LOV_CONTACT_CHANNELS - Type: Table - Table Name: CRM_CONTACT_CHANNELS - Display: DESCRIPTION - Return: CONTACT_CHANNEL_ID - LOV - Name: LOV_CONTACT_ROLES - Type: Table - Table Name: CRM_CONTACT_ROLES - Display: DESCRIPTION - Return: CONTACT_ROLE_ID - LOV - Name: LOV_LEAD_TYPES - Type: Table - Table Name: CRM_LEAD_TYPES - Display: DESCRIPTION - Return: LEAD_TYPE_ID - LOV - Name: LOV_LEAD_STATES - Type: Table - Table Name: CRM_LEAD_STATES - Display: DESCRIPTION - Return: LEAD_STATE_ID - LOV - Name: LOV_LEAD_SOURCES - Type: Table - Table Name: CRM_LEAD_SOURCES - Display: DESCRIPTION - Return: LEAD_SOURCE_ID - LOV - Name: LOV_LEAD_DISQUALIFICATION_REASONS - Type: Table - Table Name: CRM_LEAD_DISQUALIFICATION_REASONS - Display: DESCRIPTION - Return: LEAD_DISQUAL_REASON_ID - LOV - Name: LOV_LEADS - Type: Table - Table Name: CRM_LEADS - Display: LEAD_CODE - Return: LEAD_ID - LOV - Name: LOV_OPPORTUNITIES - Type: Table - Table Name: CRM_OPPORTUNITIES - Display: OPPORTUNITY_NAME - Return: OPPORTUNITY_ID - LOV - Name: LOV_OPPORTUNITY_STAGES - Type: Table - Table Name: CRM_OPPORTUNITY_STAGES - Display: DESCRIPTION - Return: OPPORTUNITY_STAGE_ID - LOV - Name: LOV_OPPORTUNITY_CATEGORIES - Type: Table - Table Name: CRM_OPPORTUNITY_CATEGORIES - Display: DESCRIPTION - Return: OPPORTUNITY_CATEGORY_ID - LOV - Name: LOV_OPPORTUNITY_CLOSE_REASONS - Type: Table - Table Name: CRM_OPPORTUNITY_CLOSE_REASONS - Display: DESCRIPTION - Return: OPPORTUNITY_CLOSE_REASON_ID - LOV - Name: LOV_CUSTOMERS - Type: Table - Table Name: CRM_CUSTOMERS - Display: NAME - Return: CUSTOMER_ID - LOV - Name: LOV_CUSTOMER_STATUSES - Type: Table - Table Name: CRM_CUSTOMER_STATUSES - Display: DESCRIPTION - Return: CUSTOMER_STATUS_ID - LOV - Name: LOV_CUSTOMER_PRIORITIES - Type: Table - Table Name: CRM_CUSTOMER_PRIORITIES - Display: DESCRIPTION - Return: CUSTOMER_PRIORITY_ID - LOV - Name: LOV_QUOTES - Type: Table - Table Name: CRM_QUOTES - Display: QUOTE_NO - Return: QUOTE_ID - LOV - Name: LOV_QUOTE_STATUSES - Type: Table - Table Name: CRM_QUOTE_STATUSES - Display: DESCRIPTION - Return: QUOTE_STATUS_ID - LOV - Name: LOV_APPROVAL_STATUSES - Type: Table - Table Name: CRM_APPROVAL_STATUSES - Display: DESCRIPTION - Return: APPROVAL_STATUS_ID - LOV - Name: LOV_APPROVAL_RULES - Type: Table - Table Name: CRM_APPROVAL_RULES - Display: RULE_NAME - Return: APPROVAL_RULE_ID - LOV - Name: LOV_PRODUCTS - Type: Table - Table Name: CRM_PRODUCTS - Display: NAME - Return: PRODUCT_ID - LOV - Name: LOV_PRODUCT_TYPES - Type: Table - Table Name: CRM_PRODUCT_TYPES - Display: NAME - Return: PRODUCT_TYPE_ID - LOV - Name: LOV_ORDERS - Type: Table - Table Name: CRM_ORDERS - Display: ORDER_ID - Return: ORDER_ID - LOV - Name: LOV_ORDER_SOURCES - Type: Table - Table Name: CRM_ORDER_SOURCES - Display: DESCRIPTION - Return: ORDER_SOURCE_ID - LOV - Name: LOV_ORDER_STATUSES - Type: Table - Table Name: CRM_ORDER_STATUSES - Display: DESCRIPTION - Return: ORDER_STATUS_ID - LOV - Name: LOV_INVOICES - Type: Table - Table Name: CRM_INVOICES - Display: INVOICE_NO - Return: INVOICE_ID - LOV - Name: LOV_INVOICE_STATUSES - Type: Table - Table Name: CRM_INVOICE_STATUSES - Display: DESCRIPTION - Return: INVOICE_STATUS_ID - LOV - Name: LOV_PAYMENT_MODES - Type: Table - Table Name: CRM_PAYMENT_MODES - Display: DESCRIPTION - Return: PAYMENT_MODE_ID - LOV - Name: LOV_PAYMENT_STATUSES - Type: Table - Table Name: CRM_PAYMENT_STATUSES - Display: DESCRIPTION - Return: PAYMENT_STATUS_ID - LOV - Name: LOV_ACTIVITY_TYPES - Type: Table - Table Name: CRM_ACTIVITY_TYPES - Display: DESCRIPTION - Return: ACTIVITY_TYPE_ID - LOV - Name: LOV_ACTIVITY_STATUSES - Type: Table - Table Name: CRM_ACTIVITY_STATUSES - Display: DESCRIPTION - Return: ACTIVITY_STATUS_ID - LOV - Name: LOV_ACTIVITY_OUTCOMES - Type: Table - Table Name: CRM_ACTIVITY_OUTCOMES - Display: DESCRIPTION - Return: ACTIVITY_OUTCOME_ID - Page Groups - Page Group - Name: Executive - Description: Sales leadership dashboards and drill-down reporting. - Page Group - Name: Relationship Management - Description: Accounts, contacts, customers, and relationship history. - Page Group - Name: Pipeline Management - Description: Leads, opportunities, forecasts, and deal progression. - Page Group - Name: Commercial Transactions - Description: Quotes, orders, bookings, invoices, payments, and transaction history. - Page Group - Name: Activity Management - Description: Sales tasks, meetings, calls, follow-ups, reminders, and outcomes. - Page Group - Name: Governance - Description: Approval workflows, audit visibility, and commercial controls. - Page Group - Name: Administration - Description: Setup, reference values, users, roles, access rules, and data quality controls. - Menu - Menu Name: Main Navigation - Entries: - Entry - Label: Dashboard - Icon: fa-dashboard - Action: Navigate to executive CRM dashboard - Target: Page 1 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Accounts and Contacts - Icon: fa-building - Action: Navigate to organization and stakeholder management - Target: Page 2 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Leads - Icon: fa-bullhorn - Action: Navigate to lead capture and qualification - Target: Page 4 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Opportunities - Icon: fa-line-chart - Action: Navigate to pipeline and opportunity management - Target: Page 6 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Quotes - Icon: fa-file-text-o - Action: Navigate to quote headers and quote lines - Target: Page 8 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Customers - Icon: fa-users - Action: Navigate to customer records and relationship status - Target: Page 10 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Activities - Icon: fa-calendar - Action: Navigate to activities, tasks, reminders, and follow-ups - Target: Page 12 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Orders and Billing - Icon: fa-shopping-cart - Action: Navigate to orders, bookings, invoices, and payments - Target: Page 14 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Entry - Label: Approvals - Icon: fa-check-square-o - Action: Navigate to approval monitoring and approval history - Target: Page 16 - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Administrator - Entry - Label: Administration - Icon: fa-cogs - Action: Navigate to setup, users, roles, products, and governance rules - Target: Page 17 - Authorized Roles: Administrator - Breadcrumb - Name: Main Breadcrumb - Entries: - Entry - Name: Dashboard - Page: Page 1 - Entry - Name: Accounts and Contacts - Page: Page 2 - Parent Entry: Dashboard - Entry - Name: Account and Contact Maintenance - Page: Page 3 - Parent Entry: Accounts and Contacts - Entry - Name: Leads - Page: Page 4 - Parent Entry: Dashboard - Entry - Name: Lead Maintenance - Page: Page 5 - Parent Entry: Leads - Entry - Name: Opportunities - Page: Page 6 - Parent Entry: Dashboard - Entry - Name: Opportunity Maintenance - Page: Page 7 - Parent Entry: Opportunities - Entry - Name: Quotes - Page: Page 8 - Parent Entry: Dashboard - Entry - Name: Quote Maintenance - Page: Page 9 - Parent Entry: Quotes - Entry - Name: Customers - Page: Page 10 - Parent Entry: Dashboard - Entry - Name: Customer Maintenance - Page: Page 11 - Parent Entry: Customers - Entry - Name: Activities - Page: Page 12 - Parent Entry: Dashboard - Entry - Name: Activity Maintenance - Page: Page 13 - Parent Entry: Activities - Entry - Name: Orders and Billing - Page: Page 14 - Parent Entry: Dashboard - Entry - Name: Transaction Maintenance - Page: Page 15 - Parent Entry: Orders and Billing - Entry - Name: Approvals - Page: Page 16 - Parent Entry: Dashboard - Entry - Name: Administration - Page: Page 17 - Parent Entry: Dashboard ## Pages ### Page 1: Dashboard - Description: Role-aware sales dashboard showing pipeline, lead, quote, collection, and follow-up health. - Comments: Presents leadership and sales users with KPI and chart context for daily CRM triage and drill-down navigation. - Pattern: metric-chart-two-up - Page Mode: standard - Menu: true - Page Group: Executive - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Data visibility is further constrained by CRM access rules, ownership, branch, and region scope. #### Regions ##### Region: Open Leads Metric - Comments: Counts active leads that still require qualification or conversion follow-up. - Position: body - Colstart: 1 - Colspan: 6 - Component: - Component Type: Metric Card - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select count(l.LEAD_ID) as VALUE from CRM_LEADS l join CRM_LEAD_STATES s on s.LEAD_STATE_ID = l.LEAD_STATE_ID where upper(s.CODE) not in ('CONVERTED', 'DISQUALIFIED') ``` - Summary: Counts open lead records using lifecycle state codes. - Columns: - Column Name: VALUE - Label: Open Leads - Datatype: number - Render As: metric - Format Mask: 999G999G999G999G990 ##### Region: Pipeline Value Metric - Comments: Sums current opportunity value to show open commercial exposure. - Position: body - Colstart: 7 - Colspan: 6 - Component: - Component Type: Metric Card - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select nvl(sum(o.VALUE_AMT), 0) as VALUE from CRM_OPPORTUNITIES o join CRM_OPPORTUNITY_STAGES s on s.OPPORTUNITY_STAGE_ID = o.OPPORTUNITY_STAGE_ID where upper(s.CODE) not in ('CLOSED_WON', 'CLOSED_LOST') ``` - Summary: Summarizes opportunity value for records not in closed stages. - Columns: - Column Name: VALUE - Label: Pipeline Value - Datatype: number - Render As: metric - Format Mask: 999G999G999G999G990D00 ##### Region: Overdue Invoice Metric - Comments: Counts outstanding invoices with due dates in the past to focus collection action. - Position: body - Colstart: 1 - Colspan: 6 - Component: - Component Type: Metric Card - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select count(i.INVOICE_ID) as VALUE from CRM_INVOICES i where i.DUE_DATE < sysdate and nvl(i.OUTSTANDING_AMT, 0) > 0 ``` - Summary: Counts overdue invoice headers with remaining outstanding amount. - Columns: - Column Name: VALUE - Label: Overdue Invoices - Datatype: number - Render As: metric - Format Mask: 999G999G999G999G990 ##### Region: Pending Approval Metric - Comments: Counts pending approval actions for quote and order governance. - Position: body - Colstart: 7 - Colspan: 6 - Component: - Component Type: Metric Card - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select count(a.APPROVAL_ACTION_ID) as VALUE from CRM_APPROVAL_ACTIONS a join CRM_APPROVAL_STATUSES s on s.APPROVAL_STATUS_ID = a.APPROVAL_STATUS_ID where upper(s.CODE) in ('PENDING', 'SUBMITTED', 'IN_REVIEW') ``` - Summary: Counts approval history rows that represent currently pending governance work. - Columns: - Column Name: VALUE - Label: Pending Approvals - Datatype: number - Render As: metric - Format Mask: 999G999G999G999G990 ##### Region: Leads by Source Chart - Comments: Shows lead acquisition distribution to compare marketing and sales source effectiveness. - Position: body - Colstart: 1 - Colspan: 6 - Component: - Component Type: Chart - Qualifier: Bar - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select coalesce(s.DESCRIPTION, 'Unassigned') as label , count(l.LEAD_ID) as value from CRM_LEADS l left join CRM_LEAD_SOURCES s on s.LEAD_SOURCE_ID = l.LEAD_SOURCE_ID group by coalesce(s.DESCRIPTION, 'Unassigned') order by value desc ``` - Summary: Groups leads by acquisition source for sales and marketing review. - Columns: - Column Name: label - Label: Lead Source - Datatype: varchar2 - Render As: label - Column Name: value - Label: Leads - Datatype: number - Render As: value - Format Mask: 999G999G999G999G990 ##### Region: Opportunity Value by Stage Chart - Comments: Visualizes weighted pipeline by opportunity stage for management review. - Position: body - Colstart: 7 - Colspan: 6 - Component: - Component Type: Chart - Qualifier: Bar - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select s.DESCRIPTION as label , nvl(sum(o.VALUE_AMT), 0) as value from CRM_OPPORTUNITY_STAGES s left join CRM_OPPORTUNITIES o on o.OPPORTUNITY_STAGE_ID = s.OPPORTUNITY_STAGE_ID group by s.DESCRIPTION, s.SEQ_NO order by s.SEQ_NO ``` - Summary: Aggregates opportunity value by ordered pipeline stage. - Columns: - Column Name: label - Label: Stage - Datatype: varchar2 - Render As: label - Column Name: value - Label: Value - Datatype: number - Render As: value - Format Mask: 999G999G999G999G990D00 ##### Region: Collections by Invoice Status Chart - Comments: Summarizes outstanding invoice value by status for collection prioritization. - Position: body - Colstart: 1 - Colspan: 6 - Component: - Component Type: Chart - Qualifier: Donut - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select s.DESCRIPTION as label , nvl(sum(i.OUTSTANDING_AMT), 0) as value from CRM_INVOICE_STATUSES s left join CRM_INVOICES i on i.INVOICE_STATUS_ID = s.INVOICE_STATUS_ID group by s.DESCRIPTION, s.SEQ_NO order by s.SEQ_NO ``` - Summary: Aggregates remaining invoice balances by collection status. - Columns: - Column Name: label - Label: Invoice Status - Datatype: varchar2 - Render As: label - Column Name: value - Label: Outstanding Amount - Datatype: number - Render As: value - Format Mask: 999G999G999G999G990D00 ##### Region: Overdue Activities Chart - Comments: Highlights activity workload by status for follow-up discipline. - Position: body - Colstart: 7 - Colspan: 6 - Component: - Component Type: Chart - Qualifier: Bar - Parent Child Role: None - Data Source: - Type: SQL - SQL: ```sql select s.DESCRIPTION as label , count(a.ACTIVITY_ID) as value from CRM_ACTIVITY_STATUSES s left join CRM_ACTIVITIES a on a.ACTIVITY_STATUS_ID = s.ACTIVITY_STATUS_ID where a.DUE_ON is null or a.DUE_ON < sysdate group by s.DESCRIPTION, s.SEQ_NO order by s.SEQ_NO ``` - Summary: Counts activities with no due date or a due date before today by status. - Columns: - Column Name: label - Label: Activity Status - Datatype: varchar2 - Render As: label - Column Name: value - Label: Activities - Datatype: number - Render As: value - Format Mask: 999G999G999G999G990 ### Page 2: Accounts and Contacts - Description: Searchable workspace for organizations, contacts, and stakeholder relationship roles. - Comments: Supports account and contact discovery with links to maintenance workflows for ownership, location, industry, and communication data. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Relationship Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Sales users operate within access rules for owned, branch, region, or all-account scope. #### Regions ##### Region: Accounts Report - Comments: Lists organizations with status, branch, owner, and industry context for relationship management. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ACCOUNTS - Primary Keys: ACCOUNT_ID - Order By: NAME - Summary: Account master rows used for prospect and customer organization management. - Columns: - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Render As: hidden - Visible: false - Column Name: NAME - Label: Account Name - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 3 - Link Passing: ACCOUNT_ID - Link Target Items: P3_ACCOUNT_ID - Link Icon: fa-edit - Column Name: INDUSTRY_ID - Label: Industry - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_INDUSTRIES - Visible: true - Column Name: ACCOUNT_RELATIONSHIP_STATUS_ID - Label: Relationship Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACCOUNT_RELATIONSHIP_STATUSES - Visible: true - Column Name: CITY - Label: City - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: STATE - Label: State - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_BRANCHES - Visible: true - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Links: - Link: - Link To: Page 3 - Link Passing: ACCOUNT_ID - Link Target Items: P3_ACCOUNT_ID - Label: Edit Account - Link Icon: fa-edit - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Actions: - Action - Label: Create Account - Link To: Page 3 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Contacts Report - Comments: Lists people tied to accounts with preferred contact channel and role handoff context. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_CONTACTS - Primary Keys: CONTACT_ID - Order By: NAME - Summary: Contact master rows associated with account organizations. - Columns: - Column Name: CONTACT_ID - Label: Contact - Datatype: number - Render As: hidden - Visible: false - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACCOUNTS - Visible: true - Column Name: NAME - Label: Contact Name - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 3 - Link Passing: CONTACT_ID - Link Target Items: P3_CONTACT_ID - Link Icon: fa-edit - Column Name: EMAIL - Label: Email - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: PHONE - Label: Phone - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: DESIGNATION - Label: Designation - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: PREFERRED_CHANNEL_ID - Label: Preferred Channel - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CONTACT_CHANNELS - Visible: true - Actions: - Action - Label: Create Contact - Link To: Page 3 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ### Page 3: Account and Contact Maintenance - Description: Standard maintenance page for account and contact records used from account and contact reports. - Comments: Edits organization and stakeholder data while retaining ownership, geography, communication preference, and audit context. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Relationship Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Create and update buttons are intended for managers, representatives, and administrators subject to row-level access rules. #### Regions ##### Region: Account Form - Comments: Maintains organization master values that drive account, lead, opportunity, and customer alignment. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ACCOUNTS - Summary: Account form bound to CRM_ACCOUNTS for organization maintenance. - Columns: - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Page Item Name: P3_ACCOUNT_ID - Render As: hidden - Column Name: NAME - Label: Account Name - Datatype: varchar2 - Page Item Name: P3_ACCOUNT_NAME - Render As: textField - Required: true - MaxLength: 255 - Column Name: INDUSTRY_ID - Label: Industry - Datatype: number - Page Item Name: P3_ACCOUNT_INDUSTRY_ID - Render As: selectList - LOV: LOV_INDUSTRIES - Column Name: ACCOUNT_RELATIONSHIP_STATUS_ID - Label: Relationship Status - Datatype: number - Page Item Name: P3_ACCOUNT_RELATIONSHIP_STATUS_ID - Render As: selectList - LOV: LOV_ACCOUNT_RELATIONSHIP_STATUSES - Required: true - Column Name: WEBSITE - Label: Website - Datatype: varchar2 - Page Item Name: P3_ACCOUNT_WEBSITE - Render As: textField - MaxLength: 255 - Column Name: CITY - Label: City - Datatype: varchar2 - Page Item Name: P3_ACCOUNT_CITY - Render As: textField - MaxLength: 255 - Column Name: STATE - Label: State - Datatype: varchar2 - Page Item Name: P3_ACCOUNT_STATE - Render As: textField - MaxLength: 255 - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Page Item Name: P3_ACCOUNT_BRANCH_ID - Render As: selectList - LOV: LOV_BRANCHES - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Page Item Name: P3_ACCOUNT_USER_OWNER_ID - Render As: selectList - LOV: LOV_USERS - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P3_ACCOUNT_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Account - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Account - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Close - Link To: Page 2 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ##### Region: Contact Form - Comments: Maintains stakeholder details and communication preferences for an account relationship workflow. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_CONTACTS - Summary: Contact form bound to CRM_CONTACTS for stakeholder maintenance. - Columns: - Column Name: CONTACT_ID - Label: Contact - Datatype: number - Page Item Name: P3_CONTACT_ID - Render As: hidden - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Page Item Name: P3_CONTACT_ACCOUNT_ID - Render As: selectList - LOV: LOV_ACCOUNTS - Required: true - Column Name: NAME - Label: Contact Name - Datatype: varchar2 - Page Item Name: P3_CONTACT_NAME - Render As: textField - Required: true - MaxLength: 255 - Column Name: EMAIL - Label: Email - Datatype: varchar2 - Page Item Name: P3_CONTACT_EMAIL - Render As: textField - MaxLength: 255 - Column Name: PHONE - Label: Phone - Datatype: varchar2 - Page Item Name: P3_CONTACT_PHONE - Render As: textField - MaxLength: 32 - Column Name: DESIGNATION - Label: Designation - Datatype: varchar2 - Page Item Name: P3_CONTACT_DESIGNATION - Render As: textField - MaxLength: 255 - Column Name: PREFERRED_CHANNEL_ID - Label: Preferred Channel - Datatype: number - Page Item Name: P3_CONTACT_PREFERRED_CHANNEL_ID - Render As: selectList - LOV: LOV_CONTACT_CHANNELS - Column Name: PREFERRED_CONTACT_WINDOW - Label: Preferred Contact Window - Datatype: varchar2 - Page Item Name: P3_CONTACT_PREFERRED_CONTACT_WINDOW - Render As: textField - MaxLength: 255 - Column Name: PREFERRED_CONTACT_NOTES - Label: Preferred Contact Notes - Datatype: varchar2 - Page Item Name: P3_CONTACT_PREFERRED_CONTACT_NOTES - Render As: textarea - MaxLength: 4000 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P3_CONTACT_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Contact - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Contact - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Accounts - Link To: Page 2 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ### Page 4: Leads - Description: Lead capture, qualification, location, conversion, and disqualification workspace. - Comments: Enables sales users and managers to monitor lead sources, owners, statuses, next actions, and geospatial lead concentration. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Pipeline Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Lead visibility follows ownership, branch, region, and administrator access scopes. #### Regions ##### Region: Leads Report - Comments: Lists captured leads with status, rating, source, owner, expected value, and conversion tracking. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_LEADS - Primary Keys: LEAD_ID - Order By: STATUS_DATE desc, LEAD_SUBJECT - Summary: Lead master records used for qualification and conversion management. - Columns: - Column Name: LEAD_ID - Label: Lead - Datatype: number - Render As: hidden - Visible: false - Column Name: LEAD_CODE - Label: Lead Code - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 5 - Link Passing: LEAD_ID - Link Target Items: P5_LEAD_ID - Link Icon: fa-edit - Column Name: LEAD_SUBJECT - Label: Lead Subject - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: LEAD_TYPE_ID - Label: Rating - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_LEAD_TYPES - Visible: true - Column Name: LEAD_STATE_ID - Label: Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_LEAD_STATES - Visible: true - Column Name: LEAD_SOURCE_ID - Label: Source - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_LEAD_SOURCES - Visible: true - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_BRANCHES - Visible: true - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: EXPECTED_VALUE_AMT - Label: Expected Value - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: NEXT_ACTION_DATE - Label: Next Action - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: STATUS_DATE - Label: Status Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Actions: - Action - Label: Create Lead - Link To: Page 5 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Lead Location Map - Comments: Displays lead locations from captured latitude and longitude to support regional and branch planning. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Map - Qualifier: longitudeLatitude - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_LEADS - Primary Keys: LEAD_ID - Where: LATITUDE is not null and LONGITUDE is not null - Summary: Lead map points using stored decimal degree coordinates. - Columns: - Column Name: LEAD_ID - Label: Lead - Datatype: number - Render As: hidden - Column Name: LEAD_SUBJECT - Label: Lead - Datatype: varchar2 - Render As: tooltip - Column Name: LATITUDE - Label: Latitude - Datatype: number - Render As: latitudeCol - Column Name: LONGITUDE - Label: Longitude - Datatype: number - Render As: longitudeCol - Links: - Link: - Link To: Page 5 - Link Type: Edit - Link Passing: LEAD_ID - Link Target Items: P5_LEAD_ID - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ### Page 5: Lead Maintenance - Description: Standard form for creating, updating, qualifying, converting, and disqualifying leads. - Comments: Maintains lead assignment, status, source, value, geography, next action, and conversion references. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Pipeline Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Conversion and disqualification controls should enforce business processes outside the generated form metadata. #### Regions ##### Region: Lead Form - Comments: Captures lead qualification details and downstream conversion references for pipeline creation. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_LEADS - Summary: Lead form bound to CRM_LEADS for lifecycle updates and assignment changes. - Columns: - Column Name: LEAD_ID - Label: Lead - Datatype: number - Page Item Name: P5_LEAD_ID - Render As: hidden - Column Name: LEAD_CODE - Label: Lead Code - Datatype: varchar2 - Page Item Name: P5_LEAD_CODE - Render As: displayOnly - MaxLength: 32 - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Page Item Name: P5_ACCOUNT_ID - Render As: selectList - LOV: LOV_ACCOUNTS - Column Name: CONTACT_ID - Label: Contact - Datatype: number - Page Item Name: P5_CONTACT_ID - Render As: selectList - LOV: LOV_CONTACTS - Column Name: LEAD_SUBJECT - Label: Lead Subject - Datatype: varchar2 - Page Item Name: P5_LEAD_SUBJECT - Render As: textField - Required: true - MaxLength: 255 - Column Name: LEAD_TYPE_ID - Label: Rating - Datatype: number - Page Item Name: P5_LEAD_TYPE_ID - Render As: selectList - LOV: LOV_LEAD_TYPES - Required: true - Column Name: LEAD_STATE_ID - Label: Lead Status - Datatype: number - Page Item Name: P5_LEAD_STATE_ID - Render As: selectList - LOV: LOV_LEAD_STATES - Required: true - Column Name: LEAD_SOURCE_ID - Label: Lead Source - Datatype: number - Page Item Name: P5_LEAD_SOURCE_ID - Render As: selectList - LOV: LOV_LEAD_SOURCES - Column Name: LEAD_DISQUAL_REASON_ID - Label: Disqualification Reason - Datatype: number - Page Item Name: P5_LEAD_DISQUAL_REASON_ID - Render As: selectList - LOV: LOV_LEAD_DISQUALIFICATION_REASONS - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Page Item Name: P5_BRANCH_ID - Render As: selectList - LOV: LOV_BRANCHES - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Page Item Name: P5_USER_OWNER_ID - Render As: selectList - LOV: LOV_USERS - Required: true - Column Name: BUDGET_AMT - Label: Budget - Datatype: number - Page Item Name: P5_BUDGET_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: EXPECTED_VALUE_AMT - Label: Expected Value - Datatype: number - Page Item Name: P5_EXPECTED_VALUE_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: CITY - Label: City - Datatype: varchar2 - Page Item Name: P5_CITY - Render As: textField - MaxLength: 255 - Column Name: STATE - Label: State - Datatype: varchar2 - Page Item Name: P5_STATE - Render As: textField - MaxLength: 255 - Column Name: DETAILS - Label: Details - Datatype: varchar2 - Page Item Name: P5_DETAILS - Render As: textarea - MaxLength: 4000 - Column Name: QUALIFICATION_SUMMARY - Label: Qualification Summary - Datatype: varchar2 - Page Item Name: P5_QUALIFICATION_SUMMARY - Render As: textarea - MaxLength: 4000 - Column Name: NEXT_ACTION_DATE - Label: Next Action Date - Datatype: date - Page Item Name: P5_NEXT_ACTION_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: STATUS_DATE - Label: Status Date - Datatype: date - Page Item Name: P5_STATUS_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: CONVERTED_OPPORTUNITY_ID - Label: Converted Opportunity - Datatype: number - Page Item Name: P5_CONVERTED_OPPORTUNITY_ID - Render As: selectList - LOV: LOV_OPPORTUNITIES - Column Name: CONVERTED_CUSTOMER_ID - Label: Converted Customer - Datatype: number - Page Item Name: P5_CONVERTED_CUSTOMER_ID - Render As: selectList - LOV: LOV_CUSTOMERS - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P5_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Lead - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Lead - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Leads - Link To: Page 4 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ##### Region: Lead Change History - Comments: Shows important lead field changes for qualification audit and conversion traceability. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_LEAD_HISTORY - Primary Keys: LEAD_HIST_ID - Order By: CHANGED_ON desc - Summary: Lead field-level history rows for audit review. - Columns: - Column Name: LEAD_HIST_ID - Label: Lead History - Datatype: number - Render As: hidden - Visible: false - Column Name: LEAD_ID - Label: Lead - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_LEADS - Visible: false - Column Name: FIELD_NAME - Label: Field - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: OLD_VALUE - Label: Old Value - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: NEW_VALUE - Label: New Value - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CHANGED_BY_USER_ID - Label: Changed By - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: CHANGED_ON - Label: Changed On - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY ### Page 6: Opportunities - Description: Pipeline workspace for opportunity stage, value, close date, probability, and stakeholder reporting. - Comments: Helps sales teams and leaders manage stage progression, stale deals, value bands, close reasons, and review dates. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Pipeline Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Opportunity data is scoped by owner, branch, region, and access rules. #### Regions ##### Region: Opportunities Report - Comments: Lists pipeline records with stage, category, owner, value, probability, and next review context. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_OPPORTUNITIES - Primary Keys: OPPORTUNITY_ID - Order By: EXPECTED_CLOSE_DATE, OPPORTUNITY_NAME - Summary: Opportunity master records used to manage deal progression and forecast reporting. - Columns: - Column Name: OPPORTUNITY_ID - Label: Opportunity - Datatype: number - Render As: hidden - Visible: false - Column Name: OPPORTUNITY_CODE - Label: Opportunity Code - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 7 - Link Passing: OPPORTUNITY_ID - Link Target Items: P7_OPPORTUNITY_ID - Link Icon: fa-edit - Column Name: OPPORTUNITY_NAME - Label: Opportunity Name - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACCOUNTS - Visible: true - Column Name: OPPORTUNITY_STAGE_ID - Label: Stage - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_OPPORTUNITY_STAGES - Visible: true - Column Name: OPPORTUNITY_CATEGORY_ID - Label: Value Band - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_OPPORTUNITY_CATEGORIES - Visible: true - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: VALUE_AMT - Label: Value - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: PROBABILITY_PCT - Label: Win Probability - Datatype: number - Render As: plainText - Visible: true - Format Mask: 990D00 - Column Name: EXPECTED_CLOSE_DATE - Label: Expected Close - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: NEXT_REVIEW_DATE - Label: Next Review - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Actions: - Action - Label: Create Opportunity - Link To: Page 7 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Opportunity Stage History - Comments: Shows stage movement history to support stage aging and sales cycle review. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_OPPORTUNITY_STAGE_HISTORY - Primary Keys: OPP_STAGE_HIST_ID - Order By: CHANGED_ON desc - Summary: Stage transition rows for opportunity lifecycle audit. - Columns: - Column Name: OPP_STAGE_HIST_ID - Label: Stage History - Datatype: number - Render As: hidden - Visible: false - Column Name: OPPORTUNITY_ID - Label: Opportunity - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_OPPORTUNITIES - Visible: true - Column Name: OLD_STAGE_ID - Label: Old Stage - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_OPPORTUNITY_STAGES - Visible: true - Column Name: NEW_STAGE_ID - Label: New Stage - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_OPPORTUNITY_STAGES - Visible: true - Column Name: CHANGED_BY_USER_ID - Label: Changed By - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: CHANGED_ON - Label: Changed On - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY ### Page 7: Opportunity Maintenance - Description: Standard form for maintaining opportunity stage, value, owner, dates, reasons, and notes. - Comments: Supports deal progression, value banding, win-loss tracking, review scheduling, and pipeline auditability. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Pipeline Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Opportunity updates are restricted by ownership and approval policy where applicable. #### Regions ##### Region: Opportunity Form - Comments: Maintains opportunity fields used for pipeline health, forecast, quote creation, and win-loss analysis. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_OPPORTUNITIES - Summary: Opportunity form bound to CRM_OPPORTUNITIES for pipeline maintenance. - Columns: - Column Name: OPPORTUNITY_ID - Label: Opportunity - Datatype: number - Page Item Name: P7_OPPORTUNITY_ID - Render As: hidden - Column Name: OPPORTUNITY_CODE - Label: Opportunity Code - Datatype: varchar2 - Page Item Name: P7_OPPORTUNITY_CODE - Render As: displayOnly - MaxLength: 32 - Column Name: LEAD_ID - Label: Source Lead - Datatype: number - Page Item Name: P7_LEAD_ID - Render As: selectList - LOV: LOV_LEADS - Required: true - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Page Item Name: P7_ACCOUNT_ID - Render As: selectList - LOV: LOV_ACCOUNTS - Required: true - Column Name: PRIMARY_CONTACT_ID - Label: Primary Contact - Datatype: number - Page Item Name: P7_PRIMARY_CONTACT_ID - Render As: selectList - LOV: LOV_CONTACTS - Column Name: OPPORTUNITY_STAGE_ID - Label: Stage - Datatype: number - Page Item Name: P7_OPPORTUNITY_STAGE_ID - Render As: selectList - LOV: LOV_OPPORTUNITY_STAGES - Required: true - Column Name: OPPORTUNITY_CATEGORY_ID - Label: Value Band - Datatype: number - Page Item Name: P7_OPPORTUNITY_CATEGORY_ID - Render As: selectList - LOV: LOV_OPPORTUNITY_CATEGORIES - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Page Item Name: P7_USER_OWNER_ID - Render As: selectList - LOV: LOV_USERS - Required: true - Column Name: CLOSE_REASON_ID - Label: Close Reason - Datatype: number - Page Item Name: P7_CLOSE_REASON_ID - Render As: selectList - LOV: LOV_OPPORTUNITY_CLOSE_REASONS - Column Name: OPPORTUNITY_NAME - Label: Opportunity Name - Datatype: varchar2 - Page Item Name: P7_OPPORTUNITY_NAME - Render As: textField - Required: true - MaxLength: 255 - Column Name: VALUE_AMT - Label: Value - Datatype: number - Page Item Name: P7_VALUE_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: PROBABILITY_PCT - Label: Win Probability - Datatype: number - Page Item Name: P7_PROBABILITY_PCT - Render As: numberField - Format Mask: 990D00 - Column Name: EXPECTED_CLOSE_DATE - Label: Expected Close Date - Datatype: date - Page Item Name: P7_EXPECTED_CLOSE_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: CURRENT_STAGE_DATE - Label: Current Stage Date - Datatype: date - Page Item Name: P7_CURRENT_STAGE_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: NEXT_ACTION_DATE - Label: Next Action Date - Datatype: date - Page Item Name: P7_NEXT_ACTION_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: NEXT_REVIEW_DATE - Label: Next Review Date - Datatype: date - Page Item Name: P7_NEXT_REVIEW_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: DETAILS - Label: Details - Datatype: varchar2 - Page Item Name: P7_DETAILS - Render As: textarea - MaxLength: 4000 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P7_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Opportunity - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Opportunity - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Opportunities - Link To: Page 6 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ### Page 8: Quotes - Description: Quote management workspace for quote headers, revisions, approval status, and quote line items. - Comments: Enables sales users to review proposal status, commercial terms, discounting, totals, and line-level products before order conversion. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Commercial Transactions - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Quote visibility and editability follow opportunity ownership, branch, region, and approval status rules. #### Regions ##### Region: Quotes Report - Comments: Lists quote headers with revision, status, approval, totals, customer, and owner context. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_QUOTES - Primary Keys: QUOTE_ID - Order By: QUOTE_DATE desc, QUOTE_NO - Summary: Quote header records used for commercial proposal control. - Columns: - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Render As: hidden - Visible: false - Column Name: QUOTE_NO - Label: Quote Number - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 9 - Link Passing: QUOTE_ID - Link Target Items: P9_QUOTE_ID - Link Icon: fa-edit - Column Name: VERSION_NO - Label: Version - Datatype: number - Render As: plainText - Visible: true - Column Name: OPPORTUNITY_ID - Label: Opportunity - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_OPPORTUNITIES - Visible: true - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CUSTOMERS - Visible: true - Column Name: QUOTE_STATUS_ID - Label: Quote Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_QUOTE_STATUSES - Visible: true - Column Name: APPROVAL_STATUS_ID - Label: Approval Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_APPROVAL_STATUSES - Visible: true - Column Name: QUOTE_DATE - Label: Quote Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: EXPIRY_DATE - Label: Expiry Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: TOTAL_AMT - Label: Total - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Actions: - Action - Label: Create Quote - Link To: Page 9 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Quote Lines Report - Comments: Lists quote line items for products, quantities, rates, discounts, tax, and net amount. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_QUOTE_LINES - Primary Keys: QUOTE_LINE_ID - Order By: QUOTE_ID, LINE_NO - Summary: Quote line records that detail products and commercial amounts. - Columns: - Column Name: QUOTE_LINE_ID - Label: Quote Line - Datatype: number - Render As: hidden - Visible: false - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_QUOTES - Visible: true - Column Name: LINE_NO - Label: Line - Datatype: number - Render As: plainText - Visible: true - Column Name: PRODUCT_ID - Label: Product - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_PRODUCTS - Visible: true - Column Name: DESCRIPTION - Label: Description - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: QUANTITY - Label: Quantity - Datatype: number - Render As: plainText - Visible: true - Column Name: UNIT_PRICE - Label: Unit Price - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: LINE_AMT - Label: Line Amount - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Links: - Link: - Link To: Page 9 - Link Passing: QUOTE_LINE_ID - Link Target Items: P9_QUOTE_LINE_ID - Label: Edit Line - Link Icon: fa-edit - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ### Page 9: Quote Maintenance - Description: Standard maintenance page for quote headers and quote line items. - Comments: Maintains proposal terms, lifecycle dates, approval status, revision chain, and line-level product amounts. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Commercial Transactions - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Quote maintenance should block accepted or approval-locked updates according to business policy. #### Regions ##### Region: Quote Form - Comments: Maintains commercial quote header values used for approval, acceptance, revision, and order conversion. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_QUOTES - Summary: Quote form bound to CRM_QUOTES for header and status maintenance. - Columns: - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Page Item Name: P9_QUOTE_ID - Render As: hidden - Column Name: OPPORTUNITY_ID - Label: Opportunity - Datatype: number - Page Item Name: P9_OPPORTUNITY_ID - Render As: selectList - LOV: LOV_OPPORTUNITIES - Required: true - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Page Item Name: P9_ACCOUNT_ID - Render As: selectList - LOV: LOV_ACCOUNTS - Required: true - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Page Item Name: P9_CUSTOMER_ID - Render As: selectList - LOV: LOV_CUSTOMERS - Column Name: CONTACT_ID - Label: Contact - Datatype: number - Page Item Name: P9_CONTACT_ID - Render As: selectList - LOV: LOV_CONTACTS - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Page Item Name: P9_USER_OWNER_ID - Render As: selectList - LOV: LOV_USERS - Required: true - Column Name: QUOTE_STATUS_ID - Label: Quote Status - Datatype: number - Page Item Name: P9_QUOTE_STATUS_ID - Render As: selectList - LOV: LOV_QUOTE_STATUSES - Required: true - Column Name: APPROVAL_STATUS_ID - Label: Approval Status - Datatype: number - Page Item Name: P9_APPROVAL_STATUS_ID - Render As: selectList - LOV: LOV_APPROVAL_STATUSES - Column Name: QUOTE_NO - Label: Quote Number - Datatype: varchar2 - Page Item Name: P9_QUOTE_NO - Render As: textField - Required: true - MaxLength: 64 - Column Name: VERSION_NO - Label: Version - Datatype: number - Page Item Name: P9_VERSION_NO - Render As: numberField - Required: true - Column Name: PARENT_QUOTE_ID - Label: Parent Quote - Datatype: number - Page Item Name: P9_PARENT_QUOTE_ID - Render As: selectList - LOV: LOV_QUOTES - Column Name: QUOTE_DATE - Label: Quote Date - Datatype: date - Page Item Name: P9_QUOTE_DATE - Render As: datePicker - Required: true - Format Mask: DD-MON-YYYY - Column Name: EXPIRY_DATE - Label: Expiry Date - Datatype: date - Page Item Name: P9_EXPIRY_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: ACCEPTED_DATE - Label: Accepted Date - Datatype: date - Page Item Name: P9_ACCEPTED_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: REJECTED_DATE - Label: Rejected Date - Datatype: date - Page Item Name: P9_REJECTED_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: DISCOUNT_AMT - Label: Discount - Datatype: number - Page Item Name: P9_DISCOUNT_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: TAX_AMT - Label: Tax - Datatype: number - Page Item Name: P9_TAX_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: TOTAL_AMT - Label: Total - Datatype: number - Page Item Name: P9_TOTAL_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: TERMS_TEXT - Label: Terms - Datatype: varchar2 - Page Item Name: P9_TERMS_TEXT - Render As: textarea - MaxLength: 4000 - Column Name: SPECIAL_NOTES - Label: Special Notes - Datatype: varchar2 - Page Item Name: P9_SPECIAL_NOTES - Render As: textarea - MaxLength: 4000 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P9_QUOTE_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Quote - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Quote - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Quotes - Link To: Page 8 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ##### Region: Quote Line Form - Comments: Maintains product, quantity, pricing, discount, tax, and amount values for a quote line. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_QUOTE_LINES - Summary: Quote line form bound to CRM_QUOTE_LINES for proposal line item maintenance. - Columns: - Column Name: QUOTE_LINE_ID - Label: Quote Line - Datatype: number - Page Item Name: P9_QUOTE_LINE_ID - Render As: hidden - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Page Item Name: P9_LINE_QUOTE_ID - Render As: selectList - LOV: LOV_QUOTES - Required: true - Column Name: LINE_NO - Label: Line Number - Datatype: number - Page Item Name: P9_LINE_NO - Render As: numberField - Required: true - Column Name: PRODUCT_ID - Label: Product - Datatype: number - Page Item Name: P9_PRODUCT_ID - Render As: selectList - LOV: LOV_PRODUCTS - Column Name: DESCRIPTION - Label: Description - Datatype: varchar2 - Page Item Name: P9_LINE_DESCRIPTION - Render As: textarea - MaxLength: 4000 - Column Name: QUANTITY - Label: Quantity - Datatype: number - Page Item Name: P9_QUANTITY - Render As: numberField - Required: true - Column Name: UNIT_PRICE - Label: Unit Price - Datatype: number - Page Item Name: P9_UNIT_PRICE - Render As: numberField - Required: true - Format Mask: 999G999G999G999G990D00 - Column Name: DISCOUNT_AMT - Label: Discount - Datatype: number - Page Item Name: P9_LINE_DISCOUNT_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: TAX_AMT - Label: Tax - Datatype: number - Page Item Name: P9_LINE_TAX_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: LINE_AMT - Label: Line Amount - Datatype: number - Page Item Name: P9_LINE_AMT - Render As: numberField - Required: true - Format Mask: 999G999G999G999G990D00 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P9_LINE_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Quote Line - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Quote Line - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator ### Page 10: Customers - Description: Customer management workspace for converted accounts, priority, status, ownership, and relationship view. - Comments: Provides a consolidated view of customer records with operational links to orders, invoices, payments, activities, and history. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Relationship Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Customer access is constrained by ownership, branch, region, and administrator scope. #### Regions ##### Region: Customers Report - Comments: Lists customer master records with account, contact, branch, owner, status, and priority context. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_CUSTOMERS - Primary Keys: CUSTOMER_ID - Order By: NAME - Summary: Customer master rows created from won business or active relationships. - Columns: - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Render As: hidden - Visible: false - Column Name: CUSTOMER_CODE - Label: Customer Code - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 11 - Link Passing: CUSTOMER_ID - Link Target Items: P11_CUSTOMER_ID - Link Icon: fa-edit - Column Name: NAME - Label: Customer Name - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACCOUNTS - Visible: true - Column Name: PRIMARY_CONTACT_ID - Label: Primary Contact - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CONTACTS - Visible: true - Column Name: CUSTOMER_STATUS_ID - Label: Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CUSTOMER_STATUSES - Visible: true - Column Name: CUSTOMER_PRIORITY_ID - Label: Priority - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CUSTOMER_PRIORITIES - Visible: true - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_BRANCHES - Visible: true - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Actions: - Action - Label: Create Customer - Link To: Page 11 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Customer Change History - Comments: Shows significant customer updates for relationship governance and audit review. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_CUSTOMER_HISTORY - Primary Keys: CUSTOMER_HIST_ID - Order By: CHANGED_ON desc - Summary: Customer field-level history rows. - Columns: - Column Name: CUSTOMER_HIST_ID - Label: Customer History - Datatype: number - Render As: hidden - Visible: false - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CUSTOMERS - Visible: true - Column Name: FIELD_NAME - Label: Field - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: OLD_VALUE - Label: Old Value - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: NEW_VALUE - Label: New Value - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CHANGED_BY_USER_ID - Label: Changed By - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: CHANGED_ON - Label: Changed On - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY ### Page 11: Customer Maintenance - Description: Standard form for customer profile, billing, shipping, status, priority, and owner data. - Comments: Maintains converted customer relationships and downstream transaction alignment for account management. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Relationship Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Customer maintenance follows account ownership and business access rules. #### Regions ##### Region: Customer Form - Comments: Maintains customer master values used by orders, invoices, payments, reporting, and customer timeline views. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_CUSTOMERS - Summary: Customer form bound to CRM_CUSTOMERS for relationship record maintenance. - Columns: - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Page Item Name: P11_CUSTOMER_ID - Render As: hidden - Column Name: CUSTOMER_CODE - Label: Customer Code - Datatype: varchar2 - Page Item Name: P11_CUSTOMER_CODE - Render As: displayOnly - MaxLength: 32 - Column Name: ACCOUNT_ID - Label: Account - Datatype: number - Page Item Name: P11_ACCOUNT_ID - Render As: selectList - LOV: LOV_ACCOUNTS - Required: true - Column Name: PRIMARY_CONTACT_ID - Label: Primary Contact - Datatype: number - Page Item Name: P11_PRIMARY_CONTACT_ID - Render As: selectList - LOV: LOV_CONTACTS - Column Name: NAME - Label: Customer Name - Datatype: varchar2 - Page Item Name: P11_NAME - Render As: textField - Required: true - MaxLength: 255 - Column Name: INDUSTRY_ID - Label: Industry - Datatype: number - Page Item Name: P11_INDUSTRY_ID - Render As: selectList - LOV: LOV_INDUSTRIES - Column Name: WEBSITE - Label: Website - Datatype: varchar2 - Page Item Name: P11_WEBSITE - Render As: textField - MaxLength: 255 - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Page Item Name: P11_BRANCH_ID - Render As: selectList - LOV: LOV_BRANCHES - Column Name: USER_OWNER_ID - Label: Owner - Datatype: number - Page Item Name: P11_USER_OWNER_ID - Render As: selectList - LOV: LOV_USERS - Column Name: CUSTOMER_STATUS_ID - Label: Customer Status - Datatype: number - Page Item Name: P11_CUSTOMER_STATUS_ID - Render As: selectList - LOV: LOV_CUSTOMER_STATUSES - Column Name: CUSTOMER_PRIORITY_ID - Label: Customer Priority - Datatype: number - Page Item Name: P11_CUSTOMER_PRIORITY_ID - Render As: selectList - LOV: LOV_CUSTOMER_PRIORITIES - Column Name: BILLING_ADDRESS - Label: Billing Address - Datatype: varchar2 - Page Item Name: P11_BILLING_ADDRESS - Render As: textarea - MaxLength: 4000 - Column Name: SHIPPING_ADDRESS - Label: Shipping Address - Datatype: varchar2 - Page Item Name: P11_SHIPPING_ADDRESS - Render As: textarea - MaxLength: 4000 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P11_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Customer - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Customer - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Customers - Link To: Page 10 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ### Page 12: Activities - Description: Activity and follow-up workspace for calls, meetings, emails, tasks, notes, reminders, and outcomes. - Comments: Supports daily sales work management through tabular follow-up views and calendar scheduling. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Activity Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Activities are visible by owner, assignee, branch, region, and administrative scope. #### Regions ##### Region: Activity Calendar - Comments: Shows scheduled sales activities by start and end date for calendar-based workload management. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Calendar - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ACTIVITIES - Primary Keys: ACTIVITY_ID - Order By: SCHEDULED_START_ON - Summary: Activity records displayed by scheduled start and end dates. - Columns: - Column Name: ACTIVITY_ID - Label: Activity - Datatype: number - Render As: hidden - Column Name: SUBJECT - Label: Subject - Datatype: varchar2 - Render As: displayCol - Column Name: SCHEDULED_START_ON - Label: Start - Datatype: date - Render As: startDateCol - Column Name: SCHEDULED_END_ON - Label: End - Datatype: date - Render As: endDateCol - Column Name: DUE_ON - Label: Due - Datatype: date - Render As: supplementalInfo - Links: - Link: - Link To: Page 13 - Link Type: Edit - Link Passing: ACTIVITY_ID - Link Target Items: P13_ACTIVITY_ID - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Activities Report - Comments: Lists activity and task records with type, status, owner, assignee, due date, reminders, and outcome. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ACTIVITIES - Primary Keys: ACTIVITY_ID - Order By: DUE_ON, SUBJECT - Summary: Activity master rows used for daily sales follow-up tracking. - Columns: - Column Name: ACTIVITY_ID - Label: Activity - Datatype: number - Render As: hidden - Visible: false - Column Name: SUBJECT - Label: Subject - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 13 - Link Passing: ACTIVITY_ID - Link Target Items: P13_ACTIVITY_ID - Link Icon: fa-edit - Column Name: ACTIVITY_TYPE_ID - Label: Type - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACTIVITY_TYPES - Visible: true - Column Name: ACTIVITY_STATUS_ID - Label: Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACTIVITY_STATUSES - Visible: true - Column Name: ACTIVITY_OUTCOME_ID - Label: Outcome - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ACTIVITY_OUTCOMES - Visible: true - Column Name: OWNER_USER_ID - Label: Owner - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: ASSIGNED_USER_ID - Label: Assigned To - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: DUE_ON - Label: Due - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: COMPLETED_ON - Label: Completed - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Actions: - Action - Label: Create Activity - Link To: Page 13 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ### Page 13: Activity Maintenance - Description: Standard form for activities, tasks, follow-ups, reminders, ownership, and outcomes. - Comments: Captures daily sales interactions and work assignments that appear on user dashboards and calendars. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Activity Management - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Activity updates are allowed for owners, assignees, managers, and administrators according to access rules. #### Regions ##### Region: Activity Form - Comments: Maintains activity type, status, outcome, ownership, schedule, due dates, reminders, and detailed notes. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ACTIVITIES - Summary: Activity form bound to CRM_ACTIVITIES for follow-up and task maintenance. - Columns: - Column Name: ACTIVITY_ID - Label: Activity - Datatype: number - Page Item Name: P13_ACTIVITY_ID - Render As: hidden - Column Name: ACTIVITY_TYPE_ID - Label: Activity Type - Datatype: number - Page Item Name: P13_ACTIVITY_TYPE_ID - Render As: selectList - LOV: LOV_ACTIVITY_TYPES - Required: true - Column Name: ACTIVITY_STATUS_ID - Label: Activity Status - Datatype: number - Page Item Name: P13_ACTIVITY_STATUS_ID - Render As: selectList - LOV: LOV_ACTIVITY_STATUSES - Required: true - Column Name: ACTIVITY_OUTCOME_ID - Label: Activity Outcome - Datatype: number - Page Item Name: P13_ACTIVITY_OUTCOME_ID - Render As: selectList - LOV: LOV_ACTIVITY_OUTCOMES - Column Name: OWNER_USER_ID - Label: Owner - Datatype: number - Page Item Name: P13_OWNER_USER_ID - Render As: selectList - LOV: LOV_USERS - Required: true - Column Name: ASSIGNED_USER_ID - Label: Assigned User - Datatype: number - Page Item Name: P13_ASSIGNED_USER_ID - Render As: selectList - LOV: LOV_USERS - Column Name: SUBJECT - Label: Subject - Datatype: varchar2 - Page Item Name: P13_SUBJECT - Render As: textField - MaxLength: 255 - Column Name: DETAIL - Label: Detail - Datatype: varchar2 - Page Item Name: P13_DETAIL - Render As: textarea - MaxLength: 4000 - Column Name: SCHEDULED_START_ON - Label: Scheduled Start - Datatype: date - Page Item Name: P13_SCHEDULED_START_ON - Render As: datePicker - Column Name: SCHEDULED_END_ON - Label: Scheduled End - Datatype: date - Page Item Name: P13_SCHEDULED_END_ON - Render As: datePicker - Column Name: DUE_ON - Label: Due - Datatype: date - Page Item Name: P13_DUE_ON - Render As: datePicker - Column Name: COMPLETED_ON - Label: Completed - Datatype: date - Page Item Name: P13_COMPLETED_ON - Render As: datePicker - Column Name: REMINDER_ON - Label: Reminder - Datatype: date - Page Item Name: P13_REMINDER_ON - Render As: datePicker - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P13_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Activity - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Activity - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Activities - Link To: Page 12 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ### Page 14: Orders and Billing - Description: Commercial execution workspace for orders, booking lines, invoices, and payments. - Comments: Tracks the flow from accepted quote or direct order through booking, invoicing, collection, and payment follow-up. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Commercial Transactions - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Commercial transaction visibility follows customer, branch, region, and approval access policy. #### Regions ##### Region: Orders Report - Comments: Lists order headers with customer, source, sales owner, delivery date, status, approval, and total amount. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ORDERS - Primary Keys: ORDER_ID - Order By: ORDER_DATE desc - Summary: Order header records created from accepted quotes or direct order entry. - Columns: - Column Name: ORDER_ID - Label: Order - Datatype: number - Render As: plainText - Visible: true - Link: - Link To: Page 15 - Link Passing: ORDER_ID - Link Target Items: P15_ORDER_ID - Link Icon: fa-edit - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_CUSTOMERS - Visible: true - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_QUOTES - Visible: true - Column Name: USER_SALES_ID - Label: Sales Rep - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: ORDER_STATUS_ID - Label: Order Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ORDER_STATUSES - Visible: true - Column Name: APPROVAL_STATUS_ID - Label: Approval Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_APPROVAL_STATUSES - Visible: true - Column Name: ORDER_DATE - Label: Order Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: DELIVERY_DATE - Label: Delivery Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: TOTAL_AMT - Label: Total - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Actions: - Action - Label: Create Order - Link To: Page 15 - slot: CREATE - Action Type: navigate - Process: Create - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Booking Lines Report - Comments: Lists booking line items tied to orders for product, quantity, price, discount, tax, and line total review. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_BOOKINGS - Primary Keys: BOOKING_ID - Order By: ORDER_ID, LINE_NO - Summary: Booking rows that satisfy the requirement that every order has one or more line items. - Columns: - Column Name: BOOKING_ID - Label: Booking - Datatype: number - Render As: hidden - Visible: false - Column Name: ORDER_ID - Label: Order - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ORDERS - Visible: true - Column Name: LINE_NO - Label: Line - Datatype: number - Render As: plainText - Visible: true - Column Name: PRODUCT_TYPE_ID - Label: Product Type - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_PRODUCT_TYPES - Visible: true - Column Name: PRODUCT_ID - Label: Product - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_PRODUCTS - Visible: true - Column Name: QUANTITY - Label: Quantity - Datatype: number - Render As: plainText - Visible: true - Column Name: PRICE - Label: Price - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: LINE_AMT - Label: Line Amount - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Links: - Link: - Link To: Page 15 - Link Passing: BOOKING_ID - Link Target Items: P15_BOOKING_ID - Label: Edit Booking - Link Icon: fa-edit - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator ##### Region: Invoices Report - Comments: Lists invoice headers with order, status, due date, total, paid, and outstanding amount context. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_INVOICES - Primary Keys: INVOICE_ID - Order By: DUE_DATE, INVOICE_NO - Summary: Invoice header records generated from confirmed orders. - Columns: - Column Name: INVOICE_ID - Label: Invoice - Datatype: number - Render As: hidden - Visible: false - Column Name: INVOICE_NO - Label: Invoice Number - Datatype: varchar2 - Render As: plainText - Visible: true - Link: - Link To: Page 15 - Link Passing: INVOICE_ID - Link Target Items: P15_INVOICE_ID - Link Icon: fa-edit - Column Name: ORDER_ID - Label: Order - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ORDERS - Visible: true - Column Name: INVOICE_STATUS_ID - Label: Invoice Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_INVOICE_STATUSES - Visible: true - Column Name: INVOICE_DATE - Label: Invoice Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: DUE_DATE - Label: Due Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: TOTAL_AMT - Label: Total - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: PAID_AMT - Label: Paid - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: OUTSTANDING_AMT - Label: Outstanding - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 ##### Region: Payments Report - Comments: Lists payments applied to invoices with date, amount, mode, status, and reference number. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_PAYMENTS - Primary Keys: PAYMENT_ID - Order By: PAY_DATE desc - Summary: Payment transaction rows applied to invoice balances. - Columns: - Column Name: PAYMENT_ID - Label: Payment - Datatype: number - Render As: hidden - Visible: false - Column Name: INVOICE_ID - Label: Invoice - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_INVOICES - Visible: true - Column Name: PAY_DATE - Label: Payment Date - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Link: - Link To: Page 15 - Link Passing: PAYMENT_ID - Link Target Items: P15_PAYMENT_ID - Link Icon: fa-edit - Column Name: PAY_AMT - Label: Payment Amount - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: PAYMENT_MODE_ID - Label: Payment Mode - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_PAYMENT_MODES - Visible: true - Column Name: PAYMENT_STATUS_ID - Label: Payment Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_PAYMENT_STATUSES - Visible: true - Column Name: REFERENCE_NO - Label: Reference - Datatype: varchar2 - Render As: plainText - Visible: true ### Page 15: Transaction Maintenance - Description: Standard maintenance page for orders, booking lines, invoices, and payments. - Comments: Centralizes commercial transaction edits so order execution and collections can be maintained from one operational page. - Pattern: vertical-stack - Page Mode: standard - Menu: false - Page Group: Commercial Transactions - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator - Notes: Transaction updates should enforce approval locks and finance control rules before commit. #### Regions ##### Region: Order Form - Comments: Maintains order header values for customer, quote source, sales owner, status, approval, delivery, and total amount. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ORDERS - Summary: Order form bound to CRM_ORDERS for sales order maintenance. - Columns: - Column Name: ORDER_ID - Label: Order - Datatype: number - Page Item Name: P15_ORDER_ID - Render As: hidden - Column Name: CUSTOMER_ID - Label: Customer - Datatype: number - Page Item Name: P15_ORDER_CUSTOMER_ID - Render As: selectList - LOV: LOV_CUSTOMERS - Required: true - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Page Item Name: P15_ORDER_QUOTE_ID - Render As: selectList - LOV: LOV_QUOTES - Column Name: ORDER_SOURCE_ID - Label: Order Source - Datatype: number - Page Item Name: P15_ORDER_SOURCE_ID - Render As: selectList - LOV: LOV_ORDER_SOURCES - Required: true - Column Name: USER_SALES_ID - Label: Sales User - Datatype: number - Page Item Name: P15_USER_SALES_ID - Render As: selectList - LOV: LOV_USERS - Required: true - Column Name: ORDER_STATUS_ID - Label: Order Status - Datatype: number - Page Item Name: P15_ORDER_STATUS_ID - Render As: selectList - LOV: LOV_ORDER_STATUSES - Required: true - Column Name: APPROVAL_STATUS_ID - Label: Approval Status - Datatype: number - Page Item Name: P15_ORDER_APPROVAL_STATUS_ID - Render As: selectList - LOV: LOV_APPROVAL_STATUSES - Column Name: APPROVAL_REQUIRED - Label: Approval Required - Datatype: varchar2 - Page Item Name: P15_APPROVAL_REQUIRED - Render As: textField - Required: true - MaxLength: 1 - Column Name: ORDER_DATE - Label: Order Date - Datatype: date - Page Item Name: P15_ORDER_DATE - Render As: datePicker - Required: true - Format Mask: DD-MON-YYYY - Column Name: DELIVERY_DATE - Label: Delivery Date - Datatype: date - Page Item Name: P15_DELIVERY_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: TOTAL_AMT - Label: Total Amount - Datatype: number - Page Item Name: P15_ORDER_TOTAL_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P15_ORDER_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Order - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Order - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator - Action - Label: Back to Orders - Link To: Page 14 - slot: CLOSE - Action Type: navigate - Process: cancelDialog - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Sales Representative, Administrator ##### Region: Booking Form - Comments: Maintains order booking line values and captures product quantity, price, discount, tax, and line amount. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_BOOKINGS - Summary: Booking form bound to CRM_BOOKINGS for order line maintenance. - Columns: - Column Name: BOOKING_ID - Label: Booking - Datatype: number - Page Item Name: P15_BOOKING_ID - Render As: hidden - Column Name: ORDER_ID - Label: Order - Datatype: number - Page Item Name: P15_BOOKING_ORDER_ID - Render As: selectList - LOV: LOV_ORDERS - Required: true - Column Name: LINE_NO - Label: Line Number - Datatype: number - Page Item Name: P15_BOOKING_LINE_NO - Render As: numberField - Required: true - Column Name: PRODUCT_TYPE_ID - Label: Product Type - Datatype: number - Page Item Name: P15_BOOKING_PRODUCT_TYPE_ID - Render As: selectList - LOV: LOV_PRODUCT_TYPES - Column Name: PRODUCT_ID - Label: Product - Datatype: number - Page Item Name: P15_BOOKING_PRODUCT_ID - Render As: selectList - LOV: LOV_PRODUCTS - Column Name: PRICE - Label: Price - Datatype: number - Page Item Name: P15_BOOKING_PRICE - Render As: numberField - Required: true - Format Mask: 999G999G999G999G990D00 - Column Name: QUANTITY - Label: Quantity - Datatype: number - Page Item Name: P15_BOOKING_QUANTITY - Render As: numberField - Required: true - Column Name: DISCOUNT_AMT - Label: Discount - Datatype: number - Page Item Name: P15_BOOKING_DISCOUNT_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: TAX_AMT - Label: Tax - Datatype: number - Page Item Name: P15_BOOKING_TAX_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: LINE_AMT - Label: Line Amount - Datatype: number - Page Item Name: P15_BOOKING_LINE_AMT - Render As: numberField - Required: true - Format Mask: 999G999G999G999G990D00 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P15_BOOKING_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Booking - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Booking - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator ##### Region: Invoice Form - Comments: Maintains invoice header values for order billing, due date, tax, totals, paid amount, and outstanding amount. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_INVOICES - Summary: Invoice form bound to CRM_INVOICES for billing and collection status maintenance. - Columns: - Column Name: INVOICE_ID - Label: Invoice - Datatype: number - Page Item Name: P15_INVOICE_ID - Render As: hidden - Column Name: ORDER_ID - Label: Order - Datatype: number - Page Item Name: P15_INVOICE_ORDER_ID - Render As: selectList - LOV: LOV_ORDERS - Required: true - Column Name: INVOICE_NO - Label: Invoice Number - Datatype: varchar2 - Page Item Name: P15_INVOICE_NO - Render As: textField - Required: true - MaxLength: 64 - Column Name: INVOICE_STATUS_ID - Label: Invoice Status - Datatype: number - Page Item Name: P15_INVOICE_STATUS_ID - Render As: selectList - LOV: LOV_INVOICE_STATUSES - Required: true - Column Name: INVOICE_DATE - Label: Invoice Date - Datatype: date - Page Item Name: P15_INVOICE_DATE - Render As: datePicker - Required: true - Format Mask: DD-MON-YYYY - Column Name: DUE_DATE - Label: Due Date - Datatype: date - Page Item Name: P15_DUE_DATE - Render As: datePicker - Format Mask: DD-MON-YYYY - Column Name: TAX_AMT - Label: Tax - Datatype: number - Page Item Name: P15_INVOICE_TAX_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: TOTAL_AMT - Label: Total - Datatype: number - Page Item Name: P15_INVOICE_TOTAL_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: PAID_AMT - Label: Paid - Datatype: number - Page Item Name: P15_PAID_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: OUTSTANDING_AMT - Label: Outstanding - Datatype: number - Page Item Name: P15_OUTSTANDING_AMT - Render As: numberField - Format Mask: 999G999G999G999G990D00 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P15_INVOICE_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Invoice - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Invoice - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator ##### Region: Payment Form - Comments: Maintains payment records applied to invoices with amount, mode, status, date, and external reference. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Form - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_PAYMENTS - Summary: Payment form bound to CRM_PAYMENTS for invoice settlement tracking. - Columns: - Column Name: PAYMENT_ID - Label: Payment - Datatype: number - Page Item Name: P15_PAYMENT_ID - Render As: hidden - Column Name: INVOICE_ID - Label: Invoice - Datatype: number - Page Item Name: P15_PAYMENT_INVOICE_ID - Render As: selectList - LOV: LOV_INVOICES - Required: true - Column Name: PAY_DATE - Label: Payment Date - Datatype: date - Page Item Name: P15_PAY_DATE - Render As: datePicker - Required: true - Format Mask: DD-MON-YYYY - Column Name: PAY_AMT - Label: Payment Amount - Datatype: number - Page Item Name: P15_PAY_AMT - Render As: numberField - Required: true - Format Mask: 999G999G999G999G990D00 - Column Name: PAYMENT_MODE_ID - Label: Payment Mode - Datatype: number - Page Item Name: P15_PAYMENT_MODE_ID - Render As: selectList - LOV: LOV_PAYMENT_MODES - Required: true - Column Name: PAYMENT_STATUS_ID - Label: Payment Status - Datatype: number - Page Item Name: P15_PAYMENT_STATUS_ID - Render As: selectList - LOV: LOV_PAYMENT_STATUSES - Required: true - Column Name: REFERENCE_NO - Label: Reference Number - Datatype: varchar2 - Page Item Name: P15_REFERENCE_NO - Render As: textField - MaxLength: 255 - Column Name: ROW_VERSION - Label: Row Version - Datatype: number - Page Item Name: P15_PAYMENT_ROW_VERSION - Render As: hidden - Required: true - Actions: - Action - Label: Save Payment - slot: CHANGE - Action Type: submit - Process: Apply - Authorized Roles: Branch Sales Manager, Sales Representative, Administrator - Action - Label: Delete Payment - slot: DELETE - Action Type: submit - Process: Delete - Authorized Roles: Administrator ### Page 16: Approvals - Description: Approval monitoring workspace for quote and order approvals, routing rules, actors, outcomes, and escalation visibility. - Comments: Supports managers and administrators with approval history, pending action visibility, and rule inspection. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Governance - Security Requirements: - Authorized Roles: Chief Sales Officer, Regional Vice President, Branch Sales Manager, Administrator - Notes: Approval actions are limited to roles with configured approval authority and matching transaction scope. #### Regions ##### Region: Approval Actions Report - Comments: Lists approval workflow actions for orders and quotes with actor, status, sequence, date, and comments. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_APPROVAL_ACTIONS - Primary Keys: APPROVAL_ACTION_ID - Order By: ACTION_ON desc - Summary: Approval history rows that record workflow actions and decisions. - Columns: - Column Name: APPROVAL_ACTION_ID - Label: Approval Action - Datatype: number - Render As: hidden - Visible: false - Column Name: ORDER_ID - Label: Order - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ORDERS - Visible: true - Column Name: QUOTE_ID - Label: Quote - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_QUOTES - Visible: true - Column Name: APPROVAL_RULE_ID - Label: Approval Rule - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_APPROVAL_RULES - Visible: true - Column Name: APPROVAL_STATUS_ID - Label: Approval Status - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_APPROVAL_STATUSES - Visible: true - Column Name: ACTION_SEQ_NO - Label: Sequence - Datatype: number - Render As: plainText - Visible: true - Column Name: ACTOR_USER_ID - Label: Actor - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: ACTION_ON - Label: Action On - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: COMMENTS - Label: Comments - Datatype: varchar2 - Render As: plainText - Visible: true ##### Region: Approval Rules Report - Comments: Lists approval routing thresholds by entity, branch, region, approver role, escalation role, and due hours. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_APPROVAL_RULES - Primary Keys: APPROVAL_RULE_ID - Order By: SEQ_NO, RULE_NAME - Summary: Approval configuration rows used for commercial governance routing. - Columns: - Column Name: APPROVAL_RULE_ID - Label: Approval Rule - Datatype: number - Render As: hidden - Visible: false - Column Name: RULE_NAME - Label: Rule Name - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: ENTITY_TYPE - Label: Entity Type - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_BRANCHES - Visible: true - Column Name: REGION_ID - Label: Region - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_REGIONS - Visible: true - Column Name: MIN_AMOUNT - Label: Minimum Amount - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: MAX_AMOUNT - Label: Maximum Amount - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: APPROVER_ROLE_ID - Label: Approver Role - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ROLES - Visible: true - Column Name: ESCALATE_ROLE_ID - Label: Escalation Role - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ROLES - Visible: true - Column Name: RESPONSE_DUE_HOURS - Label: Response Due Hours - Datatype: number - Render As: plainText - Visible: true - Column Name: SEQ_NO - Label: Sequence - Datatype: number - Render As: plainText - Visible: true ### Page 17: Administration - Description: Administration workspace for users, roles, access rules, products, targets, duplicate match rules, and reference setup. - Comments: Gives administrators controlled setup views for CRM security, sales hierarchy, product catalog, targets, and data quality. - Pattern: vertical-stack - Page Mode: standard - Menu: true - Page Group: Administration - Security Requirements: - Authorized Roles: Administrator - Notes: Administration pages are restricted to the Administrator role. #### Regions ##### Region: Users Report - Comments: Lists application users with role, region, branch, supervisor, and contact information for security setup. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_USERS - Primary Keys: USER_ID - Order By: USERNAME - Summary: User records that define role assignment, branch alignment, region alignment, and reporting hierarchy. - Columns: - Column Name: USER_ID - Label: User - Datatype: number - Render As: hidden - Visible: false - Column Name: USERNAME - Label: Username - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: EMAIL - Label: Email - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: PHONE - Label: Phone - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: ROLE_ID - Label: Role - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ROLES - Visible: true - Column Name: REGION_ID - Label: Region - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_REGIONS - Visible: true - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_BRANCHES - Visible: true - Column Name: SUPERVISOR_USER_ID - Label: Supervisor - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true ##### Region: Access Rules Report - Comments: Lists entity access rules and permissions that govern role-based view, create, update, delete, and approval scope. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_ACCESS_RULES - Primary Keys: ACCESS_RULE_ID - Order By: ENTITY_NAME, ACCESS_SCOPE_CODE - Summary: Access rule metadata used by role-based security policies. - Columns: - Column Name: ACCESS_RULE_ID - Label: Access Rule - Datatype: number - Render As: hidden - Visible: false - Column Name: RULE_NAME - Label: Rule Name - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: ENTITY_NAME - Label: Entity - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: ROLE_ID - Label: Role - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_ROLES - Visible: true - Column Name: ACCESS_SCOPE_CODE - Label: Access Scope - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CAN_VIEW - Label: View - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CAN_CREATE - Label: Create - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CAN_UPDATE - Label: Update - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CAN_DELETE - Label: Delete - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: CAN_APPROVE - Label: Approve - Datatype: varchar2 - Render As: plainText - Visible: true ##### Region: Products Report - Comments: Lists products and services available for quote and booking line entry. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_PRODUCTS - Primary Keys: PRODUCT_ID - Order By: NAME - Summary: Product catalog rows referenced by quote lines and bookings. - Columns: - Column Name: PRODUCT_ID - Label: Product - Datatype: number - Render As: hidden - Visible: false - Column Name: CODE - Label: Code - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: NAME - Label: Product Name - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: PRODUCT_TYPE_ID - Label: Product Type - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_PRODUCT_TYPES - Visible: true - Column Name: DESCRIPTION - Label: Description - Datatype: varchar2 - Render As: plainText - Visible: true ##### Region: Duplicate Match Rules Report - Comments: Lists duplicate detection rules for accounts, contacts, and customers to support data quality governance. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_DUPLICATE_MATCH_RULES - Primary Keys: MATCH_RULE_ID - Order By: ENTITY_NAME, RULE_NAME - Summary: Duplicate match configuration rows used to flag likely duplicate business records. - Columns: - Column Name: MATCH_RULE_ID - Label: Match Rule - Datatype: number - Render As: hidden - Visible: false - Column Name: ENTITY_NAME - Label: Entity - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: RULE_NAME - Label: Rule Name - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: MATCH_ATTRIBUTES - Label: Match Attributes - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: THRESHOLD_PCT - Label: Threshold Percent - Datatype: number - Render As: plainText - Visible: true - Format Mask: 990D00 ##### Region: Sales Targets Report - Comments: Lists targets by user, branch, or region and period for target-versus-actual reporting. - Position: body - Colstart: 1 - Colspan: 12 - Component: - Component Type: Interactive Report - Parent Child Role: None - Data Source: - Type: Table - Name: CRM_SALES_TARGETS - Primary Keys: TARGET_ID - Order By: PERIOD_START_DATE desc, TARGET_SCOPE_CODE - Summary: Sales target rows used for user, branch, and region performance measurement. - Columns: - Column Name: TARGET_ID - Label: Target - Datatype: number - Render As: hidden - Visible: false - Column Name: TARGET_SCOPE_CODE - Label: Scope - Datatype: varchar2 - Render As: plainText - Visible: true - Column Name: USER_ID - Label: User - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_USERS - Visible: true - Column Name: BRANCH_ID - Label: Branch - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_BRANCHES - Visible: true - Column Name: REGION_ID - Label: Region - Datatype: number - Render As: plainTextBasedOnLov - LOV: LOV_REGIONS - Visible: true - Column Name: PERIOD_START_DATE - Label: Period Start - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: PERIOD_END_DATE - Label: Period End - Datatype: date - Render As: plainText - Visible: true - Format Mask: DD-MON-YYYY - Column Name: TARGET_AMT - Label: Target Amount - Datatype: number - Render As: plainText - Visible: true - Format Mask: 999G999G999G999G990D00 - Column Name: TARGET_COUNT - Label: Target Count - Datatype: number - Render As: plainText - Visible: true