Search Results okl_prtfl_cntrcts_b_pk
Overview
The table OKL_PRTFL_CNTRCTS_B is a core data object within the Oracle E-Business Suite (EBS) module for Lease and Finance Management (OKL). It serves as the primary repository for portfolio management strategy profiles. These profiles are automatically generated upon the activation of a lease or finance contract. The fundamental role of this table is to store the strategic directives and financial parameters that govern the lifecycle management of a contract, specifically defining the action to be taken at the end of the contract term and establishing a related budget amount for that action. This enables systematic portfolio-level decision-making for a large volume of contracts within the application.
Key Information Stored
While the provided metadata does not list all columns, the primary keys and foreign keys reveal the essential data relationships. The table uniquely identifies each portfolio contract record with a system-generated ID column (primary key OKL_PRTFL_CNTRCTS_B_PK). The most critical business linkage is the KHR_ID column, which is a foreign key to the OKL_K_HEADERS table (the master contract header) and is also a unique key (OKL_PFC_U1). This ensures a one-to-one relationship between an active contract and its portfolio strategy profile. The table logically stores the strategy type (e.g., renew, terminate, purchase) and the budget amount referenced in the description, though the specific column names for these attributes are not detailed in the excerpt.
Common Use Cases and Queries
This table is central to portfolio management and end-of-term processing workflows. Common use cases include generating reports on the disposition strategy for all contracts maturing in a given period, auditing budget allocations for end-of-term actions, and validating that all active contracts have a corresponding strategy profile. A typical query would join this table to the contract header to analyze strategies.
- Sample Query: To list contracts with their associated portfolio strategy, one might use:
SELECT khr.contract_number, pfc.* FROM okl_prtfl_cntrcts_b pfc, okl_k_headers khr WHERE pfc.khr_id = khr.id AND khr.end_date BETWEEN SYSDATE AND ADD_MONTHS(SYSDATE, 6); - Reporting: Reports often aggregate data by strategy type or budget amount to support financial planning and operational forecasting for the contract portfolio.
Related Objects
The table maintains defined relationships with other key OKL tables, as documented in the foreign key metadata.
- Referenced Table (Parent): OKL_K_HEADERS. The portfolio contract profile is a child of the master contract header, joined via
OKL_PRTFL_CNTRCTS_B.KHR_ID = OKL_K_HEADERS.ID. - Referencing Tables (Children): OKL_PRTFL_LINES_B. This table, which likely holds detailed line items or transactions related to the portfolio strategy, references OKL_PRTFL_CNTRCTS_B via the foreign key
OKL_PRTFL_LINES_B.PFC_ID. This establishes a one-to-many relationship where one portfolio contract record can have multiple associated lines.
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Table: OKL_PRTFL_CNTRCTS_B
12.1.1
owner:OKL, object_type:TABLE, fnd_design_data:OKL.OKL_PRTFL_CNTRCTS_B, object_name:OKL_PRTFL_CNTRCTS_B, status:VALID, product: OKL - Leasing and Finance Management , description: Contract activation triggers the generation of a portfolio management strategy profile. The profile defines a strategy that determines the action to be taken when a contract reaches the end of term and a budget amount that is the amount of , implementation_dba_data: OKL.OKL_PRTFL_CNTRCTS_B ,