Search Results fin_plan_preference_code

Overview

PA_FP_WEBADI_CUSTOM_V is a customization view owned by the APPS schema in Oracle E-Business Suite, defined under the Projects (PA) product family. Its documented purpose is to support the Financial Planning module's download-to-Excel function, providing the row set that is rendered into the spreadsheet generated through the WebADI framework. In Oracle EBS 12.1.1 and 12.2.2 the object is registered as VALID, and the Financial Planning feature it serves remains a supported component of Project Management.

The view acts as a filtered, presentation-oriented projection of the underlying financial plan contents. Rather than exposing the full contents view, PA_FP_WEBADI_CUSTOM_V narrows the result set by both amount subtype and financial plan preference. The result is a shape suited to spreadsheet consumption: one row per budget version, resource assignment, task, and amount subtype combination, with the period-by-period amounts spread across PRD1 through PRD52.

Underlying Base Objects

The ETRM metadata lists the following referenced objects:

PA_FP_WEBADI_CONTENTS_V (VIEW) — the immediate source of the SELECT, supplying all projected columns.
FND_PROFILE (PACKAGE) — the standard profile option access package, used indirectly through the Financial Planning preference resolution chain to derive FIN_PLAN_PREFERENCE_CODE.
PA_CROSS_BUSINESS_GRP (PACKAGE) — the cross-business-group security package, used to enforce organization-level access on the rows returned.
PA_FIN_PLAN_UTILS (PACKAGE) — the Financial Planning utility package, providing supporting logic for plan and preference evaluation.

The relationships are hierarchical. PA_FP_WEBADI_CONTENTS_V supplies the conceptual row model; FND_PROFILE, PA_CROSS_BUSINESS_GRP, and PA_FIN_PLAN_UTILS supply the profile-driven and security-driven context that shapes which rows and which preference value a given user sees. PA_FP_WEBADI_CUSTOM_V is therefore the outermost layer of a stack used by the WebADI download, and it is the layer intended for customer extension.

Key Columns

The view exposes identification, descriptive, rate, and period columns. Among the most significant:

BUDGET_VERSION_ID — identifies the financial plan version to which each row belongs.
FIN_PLAN_PREFERENCE_CODE — the Financial Planning preference controlling how plan amounts are filtered and displayed. This is the column referenced by the WHERE clause and is central to the view's customization behavior.
PROJECT_NAME, TASK_NUM, TASK_NAME, RESOURCE_GP_NAME, RESOURCE_NAME, RESOURCE_ASSIGNMENT_ID — the planning dimension context for the row.
START_DATE, END_DATE, QUANTITY, RAW_COST, BURDENED_COST, REVENUE, AMOUNT_TYPE_NAME, AMOUNT_TYPE_CODE, AMOUNT_SUBTYPE_CODE — amount detail and its classifying subtype.
AMOUNT_TYPE_ORDER — a DECODE-derived sort key that sequences QUANTITY as 1, RAW_COST as 2, BURDENED_COST as 3, and REVENUE as 4, defaulting to 5. It exists to give the spreadsheet a stable amount-type ordering.
PRED_PERIODS, SUCD_PERIODS, PRD1 through PRD52 — predecessor and successor period counts plus the spread of amounts across up to 52 planning periods.
TXN_CURRENCY_CODE, UOM, DESCRIPTION, CHANGE_REASON — currency, unit of measure, and audit-friendly descriptive fields.
Rate and rate-type pairs (PROJFUNC_COST_RATE, PROJECT_COST_RATE, PROJFUNC_RATE, PROJECT_RATE, and their DATE and TYPE companions) — planning and project function rate information.
ATTRIBUTE_CATEGORY and ATTRIBUTE1 through ATTRIBUTE15 — the descriptive flexfield columns available to the spreadsheet download.

The view closes with fourteen NULL placeholder columns, reserved to preserve a fixed column count for downstream WebADI templates.

Common Use Cases and Queries

The primary use case is the Financial Planning download-to-Excel action, where the view provides the WebADI row set. Functional users also query it directly to audit what was exported, and developers build customization views modeled on it when a customer requires additional or excluded columns. The FIN_PLAN_PREFERENCE_CODE value determines which amount subtypes are suppressed: a COST_ONLY preference excludes revenue rows, while a REVENUE_ONLY preference excludes raw cost rows.

A representative query follows:

SELECT budget_version_id, project_name, task_num, task_name, resource_name, amount_subtype_code, amount_type_order, prd1, prd2, prd3 FROM pa_fp_webadi_custom_v WHERE fin_plan_preference_code = 'COST_ONLY' AND budget_version_id = :p_version ORDER BY task_num, resource_name, amount_type_order;
SELECT amount_subtype_code, COUNT(*) FROM pa_fp_webadi_custom_v WHERE budget_version_id = :p_version GROUP BY amount_subtype_code;
SELECT DISTINCT fin_plan_preference_code FROM pa_fp_webadi_custom_v;

Because the view derives from security-aware packages, returned rows reflect the caller's business group and profile context; queries executed as APPS return the unfiltered administrative set, while end-user sessions observe the plan preference applied to their responsibility.

View: PA_FP_WEBADI_CUSTOM_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_CUSTOM_V, object_name:PA_FP_WEBADI_CUSTOM_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to customize the download to Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_CUSTOM_V ,
View: PA_FP_WEBADI_CUSTOM_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_CUSTOM_V, object_name:PA_FP_WEBADI_CUSTOM_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to customize the download to Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_CUSTOM_V ,
View: PA_FP_WEBADI_PERIODIC_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_PERIODIC_V, object_name:PA_FP_WEBADI_PERIODIC_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to download the periodic budget/forecast data into Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_PERIODIC_V ,
View: PA_FP_WEBADI_PERIODIC_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_PERIODIC_V, object_name:PA_FP_WEBADI_PERIODIC_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to download the periodic budget/forecast data into Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_PERIODIC_V ,
View: PA_FP_WEBADI_NP_CUSTOM_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_NP_CUSTOM_V, object_name:PA_FP_WEBADI_NP_CUSTOM_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to customize the non-periodic budget/forecast download to Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_NP_CUSTOM_V ,
View: PA_FP_WEBADI_P_CUSTOM_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_P_CUSTOM_V, object_name:PA_FP_WEBADI_P_CUSTOM_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to customize the periodic budget/forecast download to Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_P_CUSTOM_V ,
View: PA_FP_WEBADI_NP_CUSTOM_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_NP_CUSTOM_V, object_name:PA_FP_WEBADI_NP_CUSTOM_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to customize the non-periodic budget/forecast download to Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_NP_CUSTOM_V ,
View: PA_FP_WEBADI_P_CUSTOM_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_P_CUSTOM_V, object_name:PA_FP_WEBADI_P_CUSTOM_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to customize the periodic budget/forecast download to Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_P_CUSTOM_V ,
View: PA_ADJUST_TYPE_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_ADJUST_TYPE_V, object_name:PA_ADJUST_TYPE_V, status:VALID, product: PA - Projects , implementation_dba_data: APPS.PA_ADJUST_TYPE_V ,
View: PA_ADJUST_TYPE_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_ADJUST_TYPE_V, object_name:PA_ADJUST_TYPE_V, status:VALID, product: PA - Projects , implementation_dba_data: APPS.PA_ADJUST_TYPE_V ,
View: PA_FIN_PLAN_CREATE_PLAN_BV_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_CREATE_PLAN_BV_V, object_name:PA_FIN_PLAN_CREATE_PLAN_BV_V, status:VALID, product: PA - Projects , description: Used in Create/View/Edit Versions OA page. This view retrieves information about a budget version given a budget version id. It relies on the following packages: pa_fin_plan_create_ver_global. , implementation_dba_data: APPS.PA_FIN_PLAN_CREATE_PLAN_BV_V ,
View: PA_FIN_PLAN_CREATE_PLAN_BV_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_CREATE_PLAN_BV_V, object_name:PA_FIN_PLAN_CREATE_PLAN_BV_V, status:VALID, product: PA - Projects , description: Used in Create/View/Edit Versions OA page. This view retrieves information about a budget version given a budget version id. It relies on the following packages: pa_fin_plan_create_ver_global. , implementation_dba_data: APPS.PA_FIN_PLAN_CREATE_PLAN_BV_V ,
View: PA_FIN_PLAN_CREATE_PLAN_NOBV_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_CREATE_PLAN_NOBV_V, object_name:PA_FIN_PLAN_CREATE_PLAN_NOBV_V, status:VALID, product: PA - Projects , description: Used in Create/View/Edit Versions OA page This view retrieves information about a budget version when a budget version id is not supplied. It relies on the following packages: pa_fin_plan_create_ver_global. , implementation_dba_data: APPS.PA_FIN_PLAN_CREATE_PLAN_NOBV_V ,
View: PA_FIN_PLAN_CREATE_PLAN_NOBV_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_CREATE_PLAN_NOBV_V, object_name:PA_FIN_PLAN_CREATE_PLAN_NOBV_V, status:VALID, product: PA - Projects , description: Used in Create/View/Edit Versions OA page This view retrieves information about a budget version when a budget version id is not supplied. It relies on the following packages: pa_fin_plan_create_ver_global. , implementation_dba_data: APPS.PA_FIN_PLAN_CREATE_PLAN_NOBV_V ,
View: PA_FP_WEBADI_NON_PERIODIC_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_NON_PERIODIC_V, object_name:PA_FP_WEBADI_NON_PERIODIC_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to download non-periodic budget/forecast data into Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_NON_PERIODIC_V ,
View: PA_FP_WEBADI_NON_PERIODIC_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_NON_PERIODIC_V, object_name:PA_FP_WEBADI_NON_PERIODIC_V, status:VALID, product: PA - Projects , description: This view is used in Financial Planning to download non-periodic budget/forecast data into Excel Spreadsheet. , implementation_dba_data: APPS.PA_FP_WEBADI_NON_PERIODIC_V ,
View: PA_FIN_PLAN_TYPES_B_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_TYPES_B_V, object_name:PA_FIN_PLAN_TYPES_B_V, status:VALID, product: PA - Projects , description: This view is used by the Plan Types page. It displays all baselined plan types for a given project id. , implementation_dba_data: APPS.PA_FIN_PLAN_TYPES_B_V ,
View: PA_FIN_PLAN_TYPES_W_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_TYPES_W_V, object_name:PA_FIN_PLAN_TYPES_W_V, status:VALID, product: PA - Projects , description: This view is used for the Plan Types page. It retrieves information for all plan types that are current working for a given project id. , implementation_dba_data: APPS.PA_FIN_PLAN_TYPES_W_V ,
View: PA_FIN_PLAN_TYPES_W_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_TYPES_W_V, object_name:PA_FIN_PLAN_TYPES_W_V, status:VALID, product: PA - Projects , description: This view is used for the Plan Types page. It retrieves information for all plan types that are current working for a given project id. , implementation_dba_data: APPS.PA_FIN_PLAN_TYPES_W_V ,
View: PA_FIN_PLAN_TYPES_B_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FIN_PLAN_TYPES_B_V, object_name:PA_FIN_PLAN_TYPES_B_V, status:VALID, product: PA - Projects , description: This view is used by the Plan Types page. It displays all baselined plan types for a given project id. , implementation_dba_data: APPS.PA_FIN_PLAN_TYPES_B_V ,
View: PA_FP_WEBADI_CONTENTS_V 12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_CONTENTS_V, object_name:PA_FP_WEBADI_CONTENTS_V, status:VALID, product: PA - Projects , description: This view is used for data to be downloaded to excel sheet for Financial Planning. , implementation_dba_data: APPS.PA_FP_WEBADI_CONTENTS_V ,
View: PA_FP_WEBADI_CONTENTS_V 12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_FP_WEBADI_CONTENTS_V, object_name:PA_FP_WEBADI_CONTENTS_V, status:VALID, product: PA - Projects , description: This view is used for data to be downloaded to excel sheet for Financial Planning. , implementation_dba_data: APPS.PA_FP_WEBADI_CONTENTS_V ,