| 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 only |
| 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 |
Default is Software |
inputSourceType
(input source) |
User Generated |
Default is User Generated |
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 Upgrade Opportunity amount |
opportunity.multinationaDeal
(Multinational) |
Y or N |
this should Default to N for Standard Upgrades. |
licenseBeginDate
(LBD) |
yyyy-mm-yy |
? not in API list but is in Sample Input. currently required for an opportunity. The Upgrade effective date (15th or last of the month unless the upgrade is effective on the anniversary date when the site's anniversary date is the 1st of the month. need to confirm globally). Error checking for US, Latin America, Canada, EMEA follow these rules. |
customerBusinessObjectiveId
|
|
Default is Analytics-General (need to confirm if we need a numerical value for Analytics or if it corresponds to the customerBusinessObjectiveGroupCode id number). |
| customerBusinessObjectiveGroupCode |
|
Default is Analytics (not in API list but is in Sample input. currently required for an opportunity). |
liklihoodToCloseId
(Likelihood to Close) |
10%, 25%, 40%, 50%, 60%, 75%, 90%, 99%, 100% |
Default for upgrades is 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
90960 - Luke Walker
3148 - Carol Gretz
|
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. The Comit routing table uses the Salesgroup of the Orion Opportunity Primary Owner and acctid which should match. The Comit Sales Rep with TSR should then be completed with the Primary (TSR) Rep. |
| finder |
true or false |
only (1) IP can have this marked. represents the finder of the opp. Suggestion to either default to the JMP Field AE or it could represent who submitted the SF opp to Comit the Field AE or the IS rep. NO EMAILS TO SALES REPS!!! |
| firstPeriodTerm |
12 months, 13 months, 14 months, 15 months |
Default for upgrades should be BLANK |
| dealLength |
1, 2, 3, 4, 5 |
Default for upgrades should be 1 |
| upgrade |
true or false |
Default for upgrades should be true |
contactid
contact name
|
|
|
contractNumber
contract |
existing number |
one existing Contract Number per the upgrading sitequired to r number |
| { site } |
existing site number |
existing site number that is upgrading. (Rule: more than 1 site number can be part of the same upgrade opportunity as long as (it is part of the same Contract number) and the upgrade is for the same effective period.)
LBD alias for Effective Start Date
Effective Period = LBD (Effective Start Date) + GIDB paid thru date
|
offeringId
offering/product
|
2198 - JMP
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
|
Product that is upgrading.
see orion lookup codes: http://misvap00.unx.sas.com:7980/SASVisualAnalytics/report?location=/ATLAS/Content/Public/Or...
Note: if an upgrade for elearning products only the opportunity is done by the Education/training Division (confirm with Carol).
|
amount (?)
FYF |
|
Standard upgrade fee per C-calc.
Non-standard upgrade fee per manual calcuations.
|
adjusted amount (?)
AFYF |
|
Default for Standard upgrades is BLANK unless a discount is provided then enter the fee after the discount has been applied. (if a discount is provided, then approval must be attached to add to the Comit Sale record). |
| Uplift (?) |
|
Default for Standard upgrades is BLANK.
Default for Non-standard upgrades is BLANK unless an uplift percentage applies then a percentage is manually entered.
|
percentage (?)
Discount % |
|
Default for Standard and Non-standard upgrades is BLANK unless a discount is provided then enter the Discount % |
| poNumber |
|
Default for upgrades is BLANK unless a PO number is provided. |
| Quantype |
Total Users (not concurrent |
Per the site's GIDB Quantype
|
| Quantity |
|
The current Quantity Amount per the GIDB (unless there are some outstanding upgrades that are not yet reflected on the GIDB still in the Contracts queue. Example if a customer wants 5 separate upgrades: 5-6, 6-7, 7-8, 8-9, 9-15. There will be a separate Opportunity for each separate upgrade. |
| New Quantity |
|
represents the new quantity resulting after the upgrade |
| urgentTypes |
Invoice |
Default is BLANK. If there is a request for an Urgent invoice,indicate INVOICE & provide the customerâs business justification and manager approval in a Note and Attachment. |
| saleType COMIT Sale Types |
Upgrade |
Default for upgrades is UPGRADE |
| Notes and Attachment |
|
Attachments should include any Purchase Orders, required approvals, customer authorization emails, etc. Quote or screen shot of c-calc. Notes would include the attachments or any special instructions or processing information for Contracts. |
