Table 2–19 lists the supported Guard attributes for the leads rules engine.
Table 2–19 Guard Attributes for the Lead Rules Engine Attribute Table.Column Links
Creation Date as_sales_
leads.creation_
date
-Country hz_
locations.country
From as_sales_leads link to hz_party_sites mapping Address_id and party_site_id From hz_party_sites link to hz_locations mapping Location_id with location_id Product Interest
(Purchase Line)
as_sales_lead_
lines.interest_
type_id
-Table 2–20 lists the rule attributes for the Leads Rules Engine.
Campaign as_sales_lead.
source_
promotion_id
-Lead Status as_sales_leads.
status_code
-City hz_location.city From as_sales_leads link to hz_party_sites mapping address_id and party_site_id From hz_party_sites link to hz_locations mapping location_id with location_id
County hz_
location.county
From as_sales_leads link to hz_party_sites mapping address_id and party_site_id From hz_party_sites link to hz_locations mapping location_id with location_id State hz_location.state From as_sales_leads link to hz_party_sites
mapping address_id and party_site_id From hz_party_sites link to hz_locations mapping location_id with location_id
Province hz_
location.province
From as_sales_leads link to hz_party_sites mapping address_id and party_site_id From hz_party_sites link to hz_locations mapping location_id with location_id Postal Code hz_
location.postal_
code
From as_sales_leads link to hz_party_sites mapping address_id and party_site_id From hz_party_sites link to hz_locations mapping location_id with location_id Customer Category hz_
parties.category_
code
Seeded lookup type Customer Category
Area Code hz_contact_
points.phone_
area_code
From as_sales_leads link to hz_contact_points mapping owner_table_id and customer_id
Primary Contact E-mail Address
hz_contact_
points.email_
address
From as_sales_leads link to hz_contact_points mapping owner_table_id and customer_id
Table 2–20 Rule Attributes for the lead rules engine
Attribute Table.Column Links
Customer Category hz_parties.category_
code
Seeded lookup type Customer Category
From as_sales_leads link to hz_
organization_profiles mapping
From as_sales_leads link to as_
sales_lead_contacts mapping Primary_contact_party_id and contact_party_id
Code is from lookup type lead_
contact_role Budget Status as_sales_leads.
budget_status_code
-Lead Score (Applicable for imported leads only)
as_import_interface.
Marketing_score
-Lead Status as_sales_leads.
status_code
-Total Budget as_sales_leads.
budget_amount
-Purchase Quantity as_sales_lead_lines.
quantity
-Purchase Amount as_sales_lead_lines.
budget_amount
From as_sales_leads link to as_
sales_lead_lines mapping sales_
lead_id and sales_lead_id Response Channel as_sales_leads.
vehicle_response_
code
Seeded data from lookup type vehicle response code
Project As_sales_leads.
parent_project
-Qualify Flag as_sales_leads.
qualified_flag
-Lead Grading/Rating as_sales_leads. lead_
rank_id to as_sales_
ranks_b.rank_id
-Sales Channel as_sales_leads.
channel_code
Seeded data from lookup type sales channel
Creation Date as_sales_leads.
creation_date
-State hz_locations. state From hz_party_sites link to as_
sales_leads mapping Party_site_id and address_id
From hz_locations link to hz_
party_sites mapping Location_id and location_id
Primary Contact Phone as_sales_lead_
contacts.phone_id to hz_code_assignments for owner_table_id and owner_table_
name = HZ_PARTIES
Country hz_locations.country From as_sales_leads link to hz_
party_sites mapping Address_id and party_site_id
From hz_party_sites link to hz_
locations mapping Location_id with location_id
Customer Address Hz_party_sites.party_
site_id
Links as_sales_leads.address_id to hz_party_sites.party_site_id for the customer party_id
Links to as_interest_types and as_
interest_codes
Total Amount sum(as_sales_lead_
lines. budget_
amount)
From as_sales_lead_lines link to as_sales_leads mapping Sales_
lead_id and sales_lead_id City hz_location.city From as_sales_leads link to hz_
party_sites mapping address_id and party_site_id
From hz_party_sites link to hz_
locations mapping location_id with location_id
County hz_location.county From as_sales_leads link to hz_
party_sites mapping address_id and party_site_id
From hz_party_sites link to hz_
locations mapping location_id with location_id
Province hz_location.province From as_sales_leads link to hz_
party_sites mapping address_id and party_site_id
From hz_party_sites link to hz_
locations mapping location_id with location_id
Postal Code hz_location.postal_
code
From as_sales_leads link to hz_
party_sites mapping address_id and party_site_id
From hz_party_sites link to hz_
locations mapping location_id with location_id
Area Code hz_contact_
points.phone_area_
code
From as_sales_leads link to hz_
contact_points mapping owner_
table_id and customer_id Primary Contact E-mail
Address
hz_contact_
points.email_address
From as_sales_leads link to hz_
contact_points mapping owner_
table_id and customer_id Primary Contact E-mail
or Phone
hz_contact_
points.contact_point_
id
From as_sales_leads link to hz_
contact_points mapping owner_
table_id and customer_id Table 2–20 Rule Attributes for the lead rules engine
Attribute Table.Column Links
Table 2–23, use derived attributes.
Prerequisites None
Responsibility Vendor Administrator
Navigation
HTML - Administration > Partner > Attributes > Create
Steps
1. Define derived attributes.
For information on defining attributes, see the Oracle Partners Implementation Guide, Set up Custom Attributes.
2. Use these attributes while creating a rule set.
You can also use customer classification for more flexible customer-related attributes.