Search Results ozf_object_fund_summary




Overview
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Overview

The OZF_OBJECT_FUND_SUMMARY table is a core data object within the Oracle Trade Management (OZF) module of Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2. It serves as a junction or summary table that establishes and tracks the financial relationship between funding sources (Funds) and marketing objects. Its primary role is to aggregate and manage the allocation of funds from a specific budget (FUND_ID) to eligible marketing campaigns or events (OBJECT_ID). This table is essential for the financial planning, commitment, and expenditure tracking processes in Trade Management, ensuring that promotional activities are properly funded and that budget consumption is accurately summarized against its designated objects.

Key Information Stored

The table's structure is designed to link funds to objects and store summary-level financial data for that relationship. The primary identifier is the OBJFUNDSUM_ID column, which is the table's primary key. The two most critical foreign key columns are FUND_ID, which references the OZF_FUNDS_ALL_B table to identify the source budget, and OBJECT_ID, which can reference either the AMS_CAMPAIGNS_ALL_B or AMS_EVENT_HEADERS_ALL_B tables to identify the marketing campaign or event being funded. While the exact column list is not fully detailed in the provided metadata, typical summary information stored in such a table would include committed amounts, utilized amounts, remaining balances, and potentially time-period qualifiers for the allocation, all specific to the fund-object pairing.

Common Use Cases and Queries

This table is central to financial reporting and validation in Trade Management. Common use cases include generating reports to show total funds allocated and spent per campaign, validating available budget before creating new promotional claims, and reconciling fund balances. A typical query would join this summary table to fund and campaign details to assess financial health.

  • Sample Query - Fund Utilization by Campaign:
    SELECT c.campaign_name, f.fund_number, s.*
    FROM ozf_object_fund_summary s,
        ams_campaigns_all_b c,
        ozf_funds_all_b f
    WHERE s.object_id = c.campaign_id
    AND s.fund_id = f.fund_id
    AND f.fund_status = 'ACTIVE';
  • Use Case: Before approving a claim, a workflow process can query this table to confirm sufficient committed funds remain for the associated campaign and fund.

Related Objects

The OZF_OBJECT_FUND_SUMMARY table is integrally connected to other key EBS entities through documented foreign key relationships, as per the provided metadata.

  • OZF_FUNDS_ALL_B: Linked via the FUND_ID column. This is the master table for budget funds in Trade Management.
  • AMS_CAMPAIGNS_ALL_B: Linked via the OBJECT_ID column. This is the Oracle Marketing (AMS) base table for marketing campaigns.
  • AMS_EVENT_HEADERS_ALL_B: Linked via the OBJECT_ID column. This is the AMS base table for event headers, allowing funds to be allocated to specific marketing events.

The table's primary key constraint is OZF_OBJECT_FUND_SUMMARY_PK on the OBJFUNDSUM_ID column. Its design positions it as a critical hub for integrating Trade Management's financial engine with the Marketing module's operational objects.