| Variable |
Attributes |
Definition |
| description |
|
descriptive name for the Opportunity in English |
localname
(local description) |
|
descriptive name for the Opportunity in the native language for AP, Canada, EMEA, & Latin America |
| accountid |
|
unique identifier assigned to the associated Orion Account Name |
| salesGroup |
AE, AT, AU, BE, BG, CA, CH, CN, CZ, DE, DK, EE, ES, FA, FI, FR, GR, HK, HU, ID, IE, IN, IT, JP, KR, LN, LS, LT, MY, NG, NL, NO, NZ, PH, PL, PT, RO, RU, SA, SE, SG, SI, SK, TH, TM, TR, TW, UA, UK, VN, ZA (only 1) |
identifies the default country the Account belongs. typically represents 1 country but several sales group represent more than one country. the salesGroup must match the salesgroup of the user submitting the request. The salesgroup of the Reps' country must be accounted for if not part of the territory. (attributes list only the salesgroups applicable to JMP). (see attached Orion report for salesgroup countries ) |
type
(opportunity type) |
Software |
(attributes list only the type applicable to JMP/ software = software-field sales ) |
inputSourceType
(input source) |
User Generated |
(attributes list only the input type applicable to JMP) |
currencyCodeId
(currency code) |
AED, ARS, AUD, BRL, CAD, CHF, CLP, CNY, COP, CZK, DKK, DZD, EEK, EGP, EUR, GBP, HKD, HUF, IDR, ILS, INR, ISK, JMD, JOD, JPY, KES, KRW, KWD, LKR, MAD, MWK, MXN, MYR, NGN, NOK, NZD, PEN, PHP, PKR, PLZ, PTE, QAR, SAR, SEK, SGD, THB, TND, TRY, TWD, USD, VEF, VND, XAF, XEU, ZAR, ZWD (only 1) |
must be appropriate to the salesgroup. some countries can have more than one currency. the currency default is based on salesgroup. list per Contracts currency webpage
|
| amount |
|
represents the Opportunity amount |
opportunity.multinationaDeal
(Multinational) |
N |
always N for JMP |
licenseBeginDate
(LBD) |
yyyy-mm-yy |
? not in API list but is in Sample Input. currently required for an opportunity. expected license begin date (15th or last of the month need to confirm globally). |
customerBusinessObjectiveId
|
|
need to confirm where we get this numerical value |
| customerBusinessObjectiveGroupCode |
|
? not in API list but is in Sample Input. currently required for an opportunity. Need to clarify if this refers to CBO Group list (we only use Analytics) or the CBO list (we use Analytics - General) |
liklihoodToCloseId
(Likelihood to Close) |
10%, 25%, 40%, 50%, 60%, 75%, 90%, 99%, 100% |
|
ips
(1) record is made up of employeeid, territoryid, roleid, ownerType, finder |
|
|
| employeeid |
11177 - Pany Allen
6068 - Chuck London
4864 - Bonnie Rigo
9438 - Rene Kleinhans
9942 - Dara Hammond
2704 - Kathleen Watts
35814 - Robyn Godfrey
16994 - Anna-Christina De La Iglesia
36782 - Mike Pritchard
22160 - Krystal Barnes
31974 - Damian Carville
18696 - Rebecca Surendra
32832 - Malcolm Stevens
11331 - Christy Spain
36785 - Nolan Mast
6798 - Lauren Buck
34832 - John Murphy
33552 - Frank Moser
13869 - Tim Pierce
11161 - Sam Tobin
18022 - David Schultz
32239 - Briana Bishop
33194 - Christopher Twardowski
31338 - Keith Blake
12489 - Bob Lamphier
0647 - Shelby Ross
17725 - Nick Salvatore
32879 - Stuart Neighbours
32279 - Shawn Blakeman
36184 - Al Clark
0854 - Wendy Cottle
34691 - Margie Navas
33539 - Edgar Beere
36226 - Carl-Johan Hulten
36164 - Tony Conway-Hughes
33429 - Wolfgang Klein
E8078 - Manuela Merkhofer
37095 - Alexander Beck
E25619 - Simone Raab
35397 - Isabelle Swaenepoel
E29384 - Bernard McKeown
33167 - Ferenc Meszaros
34109 - Anna Roper
E23373 - Paolo Chiappa
E8238 - Akihiro Kawada
AP031 - Seiji Yamanaka
E60182 - Kiyomi Kato
32431 - Hiroko Imai
E60155 - Kenshu Shimomukai
E60330 - Satoru Kishi
E60082 - Hidehiro Jokan
32634 - Yo**bleep**o Kashima
35210 - Yosuke Adachi
E56233 - Daniel Tung
32604 - Xiaojun Shan
35422 - Maxing Lu
33834 - Jessica Wang
E56143 - Thomas Li
35423 - Elle Li
36745 - Iris Yuan
36543 - HoKeun Kil
36544 - JinYoung Lee
3148 - Carol Gretz
E29452 - Luke Walker
|
RISK - need advance notice if any changes to JMP AEs or JMP IS Reps to allow time for Orion programming. This is an everchanging list. |
| territoryid |
JA, J1, J2, J3, J4, J5, J8, J10, J13, J14, J16, J18, J19, J20, J21, J22, J24, J25, J26, J27, J28, J29, J30, J31, J32, J33, J34, J35, J36, J37, J38, J39, J40, J41, J42, J43, J44, J45, J46, J47, J48 |
need to confirm that this is the territorycode or a number associated with the territory code provided in the attributes list. Note Orion has a territory code per salesgroup code within each territory so do they have different id number s??? for example: JA (SA) & JA (CA) or J25 (LN) & J25 (LS) |
| roleid |
|
KC to check with Leigh Ann if we can use "JMP AE" for all JMP TSR Reps and JMP IS Reps. Will this affect the role that is pulled in the GIDB for site assignments |
| ownerType |
P (primary)
S (secondary)
N (not owner)
|
a suggestion to always have the JMP AE (TSR) to be P and the JMP IS to be S. The Rep who submits the ppw req could be marked as finder. (need to confirm if Contracts will always return the ppw to both IPs). The Comit routing table uses the Salesgroup of the Orion Opportunity Primary Owner and acctid which should match. |
| finder |
true or false |
only (1) IP can have this marked. represents the finder of the opp. |
| firstPeriodTerm |
12 months, 13 months, 14 months, 15 months |
does not apply for an eval. Default should be 12 months. > 12 requires approval per the JMP Global Approval Matrix. |
| dealLength |
1, 2, 3, 4, 5 |
does not apply for an eval. Default for Standard should be 1. |
| markedPrivate |
false |
for JMP always mark false (since the orion opp will be marked closed private is no longer applicable once the milestone stage 1 is marked completed). |
| eval |
true or false |
always false unless the ppw req is for an Evaluation, Short-term Use, or Early Adopter Agreement |
| evaluationTerm |
15 days, 30 days, 45 days, 60 days, 90 days |
only applies when eval is True. The default should be 30 days for an evaluation. >30 days requires approval per the JMP Global Approval Matrix |
| upgrade |
true or false |
always false unless the Opportunity is for an Upgrade |
contactid
contact name
|
|
need to confirm if we can use one contact for all jmp opportunities since our contact info will be in SF. If not then the contact information (name, address, and at least one contact method email or phone # is required) will need to be confirmed is in orion or will need to be updated/added. May need to have an Orion Contact ID field in SalesForce that must be completed prior to requesting paperwork. |
contractNumber
contract |
existing number or New contract1, New contract2, and so on |
required to request paperwork |
| site |
existing site number or New site1, New site2, and so on |
will be an existing site number for an upgrade. |
| opsys |
Microsoft Windows for x64 - WX6, Macintosh on x64 - MX64, WX64_SV - WX6S (pres.svr only) |
not in API nor Input list but is a variable for a site record. Opsys is needed in the Comit record for ppw creation. |
| model |
VIRTUALSVR |
not in API nor Input list but is a variable for a site record. m is model is required in the Comit record for ppw creation for a presentation server license where opsys =WX6S. |
offeringId
offering/product
|
2198 - JMP
4270 - JMP Academic Suite
4570 - JMP Clinical for JMP Academic Suite
4568 - JMP Genomics for JMP Academic Suite
4262 - JMP Clinical
2742 - JMP Genomics
4552 - JMP Pro
4554 - JMP Software: Data Exploration
5516 - JMP Software: ANOVA and Regression
5706 - JMP Software: Classic Design of Experiments
5914 - JMP Software: Customer Design of Experiments
no new sales but existing GIDB sites with these legacy codes:
1674 - JMP 64-bit Edition
2132 - JMP Clinical 64-bit Edition
1372 - JMP Genetics
1966 JMP genomics 64-bit Edition
1955 - SAS Simulation Studio
|
see orion lookup codes: http://misvap00.unx.sas.com:7980/SASVisualAnalytics/report?location=%2FATLAS%2FContent%2FPublic%2FOrion%20Lookup%20Reports&type=Report.BI§ion=vi661
Note: if elearning products are the only products licensed, the ppw creation is done by the edu/trg group.
|
amount (?)
FYF |
|
need to confirm if this goes with FYF or RYF |
adjusted amount (?)
AFYF |
|
if discount provided |
| Uplift (?) |
|
only applicable for non-standard |
percentage (?)
Discount % |
|
if discount provided |
renewalFee
RYF |
|
if a net new applies |
| ARYF |
|
if applicable |
| RYF Uplift |
|
if applicable |
| RYF Discount % |
|
if applicable |
| poNumber |
|
if PO number provided |
| Quantype |
Total Users (not concurrent), Additional solutions for JMP, Department, Large University Tier 1, Large University Tier 2, Medium Univ Tier 1, Medium Univ Tier 2, Small University Tier 1, Small University Tier 2 |
Additional solutions for JMP is used for
the PC additional opsys for JMP or JMP Pro.
The academic university tiers currently
represent Campuswide and the fee is the same for all tiers.
|
| Quantity |
|
is the number of users or number of dept or campuswide licenses. Is blank when Quantype = Additional solutions for JMP. |
| firstPeriodTerm |
12 months, 13 months, 14 months, 15 months |
12 months should be the default for all standard paperwork. If more than 12, approvals required per the JMP Global Approvals Matrix. |
| dealLength |
1, 2, 3, 4, 5 |
1 should be the default for all standard paperwork. If >1, then is non-standard. |
| urgentTypes |
Paperwork, Software, Invoice |
If the request is Urgent, indicate one or more selections regarding the urgent request & provide the customerâs business justification and manager approval in a Note. |
saleType
COMIT Sale Types |
New Sale |
|
| form |
mlaNeeded
supplementNeeded
cciNeeded
|
Indicates the paperwork being requested:
Master License Agreement - New Customers sign a Master License Agreement if a MLA is not already in place.
Supplement - references the MLA and lists the products being licensed.
Customer Contact Information (CCI) - requests information pertaining to shipping, billing, and tax purposes for the software ordered from the customer.
|
| language |
Afrikaans, Albanian, Arabic, Armenian, Azerbaijani, Belarusian, Bengali, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Faroese, Fijian, Filipino, Finnish, French, Georgian, German, Greek, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Kalaallisut (Greenlandic), Kannada, Kashmiri, Kazakh, Kirghiz, Korean, Latvian, Lithuanian, Macedonian, Malay, Mandarin Chinese, Marathi, Min Nan Chinese (Taiwanese), Norwegian, Oriya, Orizaba Nahuati, Panjabi, Persian, Polish, Portuguese, Romanian, Russian, Scottish Gaelic, Servian, Slovak, Slovenian, Spanish, Swedish, Tagalog, Tamil, Tatar, Telugu, Thai, Tonha (Thailand), Turkish, Turkmen, Ukrainian, Uzbek, Vietnamese, Yue Chinese (Cantonese)
|
Indicates the language for licensing documents.
|
| Note and Attachment |
|
Need to confirm this is provided in the API since it is not listed. Provide sales processing or the local contracts team with a brief summary of the request or explanation for missing items. Include any special instructions by creating a Note and including Attachments. |
