6 Replies Latest reply: Aug 24, 2012 3:07 PM by shreevat RSS

    Manager information for a CRM Resource

    shreevat
      Hi,

      I am interested in knowing the navigation path for getting the details of the manager of a CRM resource (both in 11.5.10 and R12). I am able to see the source_mgr_id and source_mgr_name populated for a resource in jtf_rs_resource_extns table but not able to figure out where this is visible in the application. I checked from the CRM resource manager and CRM administrator responsibilities but couldn't figure out the screen where source manager information is available.

      Thanks in advance.

      Thanks
      Shree
        • 1. Re: Manager information for a CRM Resource
          shreevat
          Anyone has any pointers on this?

          Thanks
          Shree
          • 2. Re: Manager information for a CRM Resource
            Vortex13
            The souce_mgr_id in jtf_rs_resource_extns joins to person_id in the HR table: per_all_people_f. There is a conc job that runs that syncs the data from HR to the Source columns in the resource tables.
            SELECT papf.full_name, papf2.full_name mgr_name, res.source_mgr_name
              FROM jtf_rs_resource_extns res
                  ,per_all_people_f papf
                  ,per_all_people_f papf2
             WHERE res.source_id = papf.person_id
               AND res.CATEGORY = 'EMPLOYEE'
               AND res.source_mgr_id IS NOT NULL
               AND TRUNC(SYSDATE) BETWEEN papf.effective_start_date AND papf.effective_end_date
               AND res.source_mgr_id = papf2.person_id
               AND TRUNC(SYSDATE) BETWEEN papf2.effective_start_date AND papf2.effective_end_date
            HTH,
            --Johnnie                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
            • 3. Re: Manager information for a CRM Resource
              shreevat
              Thanks a lot for the info Johnnie. So we cannot update the manager information in CRM, it has to come from HRMS right?

              Thanks
              Shree
              • 4. Re: Manager information for a CRM Resource
                Pradeep Kalyan
                If you need to update any Resource information like first name , last name, manager information, it is recomended that it has to come from HRMS.

                Update the information in HRMS and run Synchronize Employee Concurrent Program from CRM Administrator.

                thanks
                Pradeep
                • 5. Re: Manager information for a CRM Resource
                  Vortex13
                  Hello,

                  Pradeep is exactly right, update the information in HRMS and then run the sync program to update the JTF tables.
                  --Johnnie                                                                                                                                                                                                                                                                           
                  • 6. Re: Manager information for a CRM Resource
                    shreevat
                    Thanks so much Pradeep and Johnnie.