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Overview
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AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

The view AMS_FUND_ALLOCATIONS_V is an Oracle Applications (APPS) database object owned by the APPS schema and defined within the AMS – Marketing product module. It exposes a filtered, consolidated projection of marketing activity metric facts that are specifically associated with fund allocation processing. In Oracle EBS 12.1.1 and 12.2.2, this view serves as a reporting and integration layer over the underlying activity metric fact storage, allowing downstream concurrent programs, reports, and interfaces to retrieve allocation-related metrics without directly navigating the base transaction tables.

The view is constrained so that only records whose associated activity metric is used by "FUND" and whose metric calculation type is "ALLOCATION" are returned. This makes it a purpose-built data source for marketing fund allocation analysis, where budget or fund amounts are distributed across activities, geographies, products, or hierarchy nodes.

Underlying Base Objects

According to the documented ETRM 12.2.2 metadata, AMS_FUND_ALLOCATIONS_V is defined over three referenced synonyms that resolve to base application tables:

The join conditions link ACTIVITY_METRIC_ID between the facts and activity metrics tables, and METRIC_ID between the activity metrics and metrics base tables. The filters ARC_ACT_METRIC_USED_BY = 'FUND' and METRIC_CALCULATION_TYPE = 'ALLOCATION' restrict the result set to fund allocation facts. Because the view is defined with an inner join against AMS_METRICS_ALL_B, only metrics with a matching base metric record are returned.

The _ALL suffix on the fact and activity metric tables indicates they are multi-organization (operating unit) enabled, and the view exposes the ORG_ID column accordingly.

Key Columns

The view projects a broad set of columns from the underlying fact table. Notable columns include:

Common Use Cases and Queries

This view is typically used for fund allocation reporting, reconciliation of forecasted versus functional values, and integration extracts feeding marketing analytics. A representative query retrieving allocation facts by operating unit and date range is:

  • SELECT activity_metric_id, fact_value, fact_percent, trans_forecasted_value, func_forecasted_value, from_date, to_date FROM ams_fund_allocations_v WHERE org_id = :p_org_id AND from_date >= :p_from_date AND to_date <= :p_to_date;

To aggregate allocated values by activity metric:

  • SELECT activity_metric_id, SUM(fact_value) total_alloc, SUM(func_forecasted_value) total_func FROM ams_fund_allocations_v GROUP BY activity_metric_id;

Because the view already filters to METRIC_CALCULATION_TYPE = 'ALLOCATION', callers do not need to reapply that predicate. Standard EBS multi-org security policies should be enforced through the ORG_ID column when querying in a multi-organization context.