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Overview

OKE_ALLOCATION_PVT is a private PL/SQL package in the APPS schema that encapsulates the core business logic for creating, maintaining, and retrieving funding allocation records within Oracle E-Business Suite's Enterprise Contracts (OKE) module. Funding allocations represent the mechanism by which a contract's financial value is distributed across one or more funding sources, projects, and customers. This distribution drives revenue recognition, project costing, and commitment tracking downstream in Oracle Projects and Oracle General Ledger.

As a PVT-classified API, this package is not intended for direct external invocation. It exists to be called by higher-level public packages such as OKE_FUNDING_PUB, OKE_AGREEMENT_PVT, and OKE_FUNDSOURCE_PVT. The "private" designation permits Oracle Development to change internal signatures between releases without breaking customer extensions. This package is present and valid in both EBS 12.1.1 and 12.2.2.

Key Procedures and Functions

The ETRM documentation identifies four documented program units in OKE_ALLOCATION_PVT:

• ADD_ALLOCATION — Inserts a new allocation record linking a contract line or funding source to a project or customer. It likely performs validation against the parent funding source and derives default values before committing the record.
• UPDATE_ALLOCATION — Modifies the attributes of an existing allocation record, typically the allocated amount, percentage split, project reference, or conversion attributes. It re-validates the modified row against its funding source and contract context.
• DELETE_ALLOCATION — Removes an allocation record, either logically or physically. This is invoked when funding sources are reassigned or contract lines are restructured.
• GET_ALLOCATION_TBL — Returns a PL/SQL table (nested or index-by table) of allocation records, supporting bulk retrieval for downstream processing by public APIs, forms, or concurrent programs.

The package depends on the SYS.STANDARD package and the APPS.OKE_API package, the latter providing shared utility routines for error handling, ID generation, and attribute defaulting.

Tables Accessed

The package reads and writes the following base and reference tables through APPS synonyms:

• OKE_K_FUND_ALLOCATIONS and OKE_K_FUND_ALLOCATIONS_S — the primary allocation entity and its sequence. All ADD, UPDATE, and DELETE operations target these objects.
• OKE_K_FUNDING_SOURCES — the parent funding source that each allocation must belong to; used for validation and amount checks.
• OKE_K_HEADERS, OKE_K_LINES, and OKC_K_LINES_B, OKC_K_VERS_NUMBERS — the contract header, line, and version structures that provide the contract context for each allocation.
• PA_PROJECTS_ALL, PA_PROJECT_TYPES_ALL, PA_PROJECT_CUSTOMERS, PA_PROJECT_FUNDINGS, PA_AGREEMENTS_ALL — Oracle Projects entities that receive the funded distribution and supply defaults such as project number, project type, and customer.
• HZ_CUST_ACCOUNTS — validates the customer account used as a funding source or allocation target.
• GL_DAILY_CONVERSION_TYPES — validates and resolves the currency conversion type when allocations cross currencies.
• FND_LOOKUP_VALUES — provides lookup-driven validation for allocation status and related attributes.

Usage Notes

OKE_ALLOCATION_PVT is invoked indirectly whenever a user creates or edits funding allocations in the contract authoring forms or when contract funding is repartitioned by concurrent processes. Its known callers in EBS 12.2.2 include OKE_AGREEMENT_PVT, OKE_FUNDING_PUB, OKE_FUNDSOURCE_PVT, and OKE_VERSION_PVT; it also supports recursion within itself.

Because the package is classified PVT, customers should not call its procedures directly. Custom funding logic should be channeled through OKE_FUNDING_PUB, which provides the supported public interface and applies the same validation and auditing rules as the base application. Any modification of allocation rows directly through SQL bypasses the business logic in this package and risks inconsistent funding totals in Oracle Projects.