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Overview

OZF_REASON_PVT is a private PL/SQL package in the APPS schema that encapsulates the core business logic for managing "reasons" within the Oracle EBS Trade Management (formerly Oracle Field Sales/Telesales, OZF) module. Reasons in this context are lookup-driven entities used to explain or justify actions taken against trade promotion, claims, and deduction records — for example, why a claim was approved, rejected, adjusted, or closed. The package follows Oracle's standard private API (PVT) pattern, meaning it is the implementation layer behind the public OZF_REASON_PVT_W wrapper. The "_W" package exposes the procedures publicly and delegates validation and DML work to this private package, thereby insulating external callers from the underlying table structures.

Objects classified as "PVT" are internal by convention and are not intended to be called directly from customizations. They provide the transactional and validation engine used by both the public wrapper and Oracle's own Forms-based maintenance screens. The package status is VALID in the documented ETRM 12.2.2 environment, and it is referenced by one other package within the OZF schema.

Key Procedures and Functions

Nine documented entry points provide the reason lifecycle and validation logic:

• CREATE_REASON — Inserts a new reason record, performing prerequisite validation and applying the standard WHO columns and API return status.
• UPDATE_REASON — Modifies an existing reason, typically constrained by optimistic or unique-key checks.
• DELETE_REASON — Removes a reason record, subject to referential or business-rule checks.
• UPDATE_ACTIONS — Maintains the association between reasons and the actions (claim/promotion states) to which they apply.
• DELETE_ACTION — Removes an action association for a reason.
• CHECK_UNIQUE_ACTION — Validates that a reason-to-action mapping is unique before it is stored, preventing duplicate assignments.
• VALIDATE_REASON_REC — Row-level validation of a reason record prior to DML; the principal internal checking routine.
• VALIDATE_REASON — Higher-level validation of the reason entity and its attributes.
• COMPLETE_REASON_REC — Completes or defaults missing record attributes (derived columns, WHO audit fields) before the record is committed.

Tables Accessed

The package reads and writes the following objects through APPS synonyms:

• OZF_REASONS / OZF_REASONS_S — The base reason definition table and its sequence; the primary insert/update target.
• OZF_REASON_CODES_ALL_B — Base-table reason code definitions, used for lookup and validation of reason codes.
• OZF_CLAIMS_ALL — The claims table, consulted to validate or apply reasons to claim records.
• PLITBLM — The standard Oracle PL/SQL index-by table of character values, used internally for message/bulk-collection handling.

Usage Notes

OZF_REASON_PVT should not be invoked directly by custom code; the supported interface is the public wrapper OZF_REASON_PVT_W, which the documentation confirms references and is referenced by this private package. In standard EBS usage, the procedures are called from Trade Management Forms (reason and claim maintenance), from concurrent or batch processes that apply reasons to claims, and internally by other OZF packages (one documented referrer). The package inherits API conventions via dependencies on FND_API (standard API return status/message handling) and JTF_PLSQL_API. Customizations requiring reason creation, update, or validation should call the public _W package and honor the standard FND_API x_return_status / x_msg_count / x_msg_data contract, rather than manipulating OZF_REASONS tables directly.