Results for “payment_method”

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

Overview

OZF_FUNDS_PAID is a reporting view owned by the APPS schema in Oracle E-Business Suite, belonging to the Trade Management (OZF) product family. It presents detailed information about funds that have been paid against customer claims, joining funds utilization records, claim line details, claim headers, and customer account information. The view is documented as VALID in ETRM 12.2.2 and is available in both 12.1.1 and 12.2.2 releases. Its primary role is to provide a consolidated, read-only projection that allows reporting tools, concurrent programs, and integrations to retrieve payment information tied to trade promotion funds without needing to construct multi-table joins manually. The view is particularly relevant to accrual reconciliation, claim settlement analysis, and promotional spend reporting.

Underlying Base Objects

The view is defined over four referenced base objects, all accessed through synonyms in the APPS schema:

• OZF_FUNDS_UTILIZED_ALL_B — the driving table, supplying utilization, fund, plan, and component identifiers. The alias UTIL is used for this table.
• OZF_CLAIM_LINES (CLN) — joined with an outer join on UTILIZATION_ID (= CLN.UTILIZATION_ID(+)) and an inner join on CLAIM_ID, supplying claim line identifiers, currency code, and line amounts.
• OZF_CLAIMS (CLA) — the claim header, providing claim number, claim date, claim identifier, payment method, and the customer account foreign key.
• HZ_CUST_ACCOUNTS (HZA) — the trading community customer account, joined on CUST_ACCOUNT_ID to supply the account name.

The outer join on OZF_CLAIM_LINES indicates that utilization records without a corresponding claim line are still returned, which is useful for identifying funds utilized but not yet linked to a specific claim payment.

Key Columns

• UTILIZATION_ID — primary identifier of the funds utilization record; the join key to claim lines.
• FUND_ID, PLAN_TYPE, PLAN_ID, COMPONENT_TYPE, COMPONENT_ID, OBJECT_TYPE — identify the trade fund and the specific plan, component, and object the funds were applied against.
• CLAIM_NUM (CLAIM_NUMBER), CLAIM_ID, CLAIM_LINE_ID — claim header and line identifiers; useful for drill-down and traceability.
• CLAIM_DATE — the date the claim was raised, exposed from OZF_CLAIMS. This is the column most frequently used for period-based reporting and is the attribute that users searching for "claim_date" typically require.
• CURRENCY (CURRENCY_CODE) — currency of the claim line amount, sourced from OZF_CLAIM_LINES.
• CUST_NAME (ACCOUNT_NAME) — customer account name from HZ_CUST_ACCOUNTS.
• PAYMENT_METHOD — the method recorded on the claim header.
• AMOUNT — the paid amount from the claim line.

Common Use Cases and Queries

Typical scenarios include reconciling trade fund accruals against paid claims, reporting promotional spend by customer and period, and identifying unclaimed utilizations. The view supports straightforward filtering and aggregation because most relevant dimensions are pre-joined.

Example: funds paid within a date range.

SELECT claim_num, claim_date, cust_name, currency, amount
FROM   ozf_funds_paid
WHERE  claim_date BETWEEN :p_from_date AND :p_to_date
ORDER  BY claim_date;

Example: total paid by customer.

SELECT cust_name, SUM(amount) total_paid
FROM   ozf_funds_paid
GROUP  BY cust_name;

Example: utilizations with no linked claim line.

SELECT utilization_id, fund_id, plan_type
FROM   ozf_funds_paid
WHERE  claim_line_id IS NULL;

Note that CLAIM_DATE derives from OZF_CLAIMS and may be null where no claim header is associated; consumers should apply NVL or filter conditions accordingly.