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The PSB.PSB_WS_LINE_BALANCES_I
table in Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2 is a critical data structure within the Public Sector Budgeting (PSB) module. This table stores line-level balance information for budget worksheets, serving as an intermediary repository for budget transactions before they are posted to the general ledger. Below is a detailed technical and functional analysis of this table in the context of Oracle EBS.
Functional Overview
ThePSB_WS_LINE_BALANCES_I
table is part of the PSB module's worksheet balancing mechanism, which ensures that budget entries adhere to predefined rules before final submission. It captures temporary balances during the budget preparation phase, allowing users to review, adjust, and validate budget data before committing it to the system. This table is particularly significant in multi-fund or multi-year budgeting scenarios where complex validations are required.
Technical Structure
Key columns inPSB_WS_LINE_BALANCES_I
include:
- WORKSHEET_ID: Foreign key linking to the parent budget worksheet.
- LINE_ID: Unique identifier for each line item in the worksheet.
- BALANCE_TYPE: Indicates the type of balance (e.g., original budget, adjustments, encumbrances).
- PERIOD_NAME: Accounting period for which the balance is recorded.
- CURRENCY_CODE: Currency in which the amount is denominated.
- AMOUNT: Numeric value representing the budget balance.
- STATUS_FLAG: Indicates the processing status (e.g., 'P' for pending, 'A' for approved).
Integration Points
This table interacts with several core EBS components:- General Ledger (GL): Approved balances are eventually transferred to GL tables like
GL_BALANCES
. - Budgetary Control: Validates balances against control rules defined in
PSB_BUDGET_CONTROLS
. - Workflow: Status changes may trigger approval workflows via
WF_ITEM_TYPES
.
Data Flow
The typical lifecycle of data in this table involves:- Initial entry through PSB worksheet interfaces
- Temporary storage in
PSB_WS_LINE_BALANCES_I
during review cycles - Validation against PSB business rules
- Approval and subsequent posting to permanent GL tables
Version-Specific Considerations
Between EBS 12.1.1 and 12.2.2, the table structure remains largely consistent, but 12.2.2 introduces:- Enhanced indexing for performance optimization
- Tighter integration with Oracle Fusion Middleware components
- Additional validation hooks through the PSB_WS_LINE_BALANCES_APIs package
Customization Considerations
When extending this table's functionality, developers should:- Use approved API packages rather than direct DML
- Maintain referential integrity with related PSB tables
- Consider the impact on concurrent processing jobs
Performance Implications
Large implementations may experience performance challenges with:- High-volume batch updates during budget cycles
- Complex joins with other PSB tables during reporting
- Index fragmentation in long-running budget sessions
Security Model
Access to this table is typically controlled through:- PSB responsibility-level security
- Oracle's standard VPD (Virtual Private Database) policies
- Function security on related application screens
PSB.PSB_WS_LINE_BALANCES_I
serves as a pivotal staging area for budget data in Oracle PSB implementations, bridging the gap between budget preparation and formal ledger posting. Its proper configuration and maintenance are essential for accurate public sector financial management.
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Lookup Type: BUDGET CATEGORIZATION
12.2.2
product: PA - Projects , meaning: Budget Categorization , description: Budget Categorization ,
-
Lookup Type: BUDGET TYPE
12.1.1
product: PA - Projects , meaning: Budget Type , description: Budget Type ,
-
File: Budget ER Diagram.pdf
12.1.1
product: PQH - Public Sector HR , size: 4.781 KBytes , file_type: PDF Diagram ,
-
Lookup Type: BUDGET STATUS
12.1.1
product: PA - Projects , meaning: Budget Status , description: Budget Status ,
-
Lookup Type: BUDGET TYPE
12.2.2
product: PA - Projects , meaning: Budget Type , description: Budget Type ,
-
Lookup Type: BUDGET AMOUNT
12.1.1
product: PA - Projects , meaning: Budget Amount , description: Budget Amount ,
-
Lookup Type: BUDGET CATEGORIZATION
12.1.1
product: PA - Projects , meaning: Budget Categorization , description: Budget Categorization ,
-
Lookup Type: BUDGET AMOUNT
12.2.2
product: PA - Projects , meaning: Budget Amount , description: Budget Amount ,
-
File: Budget ER Diagram.pdf
12.2.2
product: PQH - Public Sector HR , size: 4.781 KBytes , file_type: PDF Diagram ,
-
Lookup Type: BUDGET STATUS
12.2.2
product: PA - Projects , meaning: Budget Status , description: Budget Status ,
-
File: Budget Execution R12.pdf
12.2.2
product: FV - Federal Financials , size: 31.944 KBytes , file_type: PDF Diagram ,
-
Lookup Type: BUDGET ENTRY LEVEL
12.1.1
product: PA - Projects , meaning: Budget Entry Level , description: Budget Entry Level ,
-
Lookup Type: BUDGET PERIOD TYPE
12.1.1
product: GL - General Ledger , meaning: BUDGET PERIOD TYPE ,
-
Lookup Type: BUDGET AMOUNT TYPES
12.1.1
product: PJI - Project Intelligence , meaning: Project Intelligence Budget Amount Types , description: Project Intelligence Budget Amount Types ,
-
File: Budget Execution R12.pdf
12.1.1
product: FV - Federal Financials , size: 31.944 KBytes , file_type: PDF Diagram ,
-
Lookup Type: BUDGET CHANGE REASON
12.1.1
product: PA - Projects , meaning: Budget Change Reason , description: Budget Change Reason ,
-
Lookup Type: BUDGET AMOUNT TYPES
12.2.2
product: PA - Projects , meaning: Project Intelligence Budget Amount Types , description: Project Intelligence Budget Amount Types ,
-
File: Marketing Budget and Claims.pdf
12.2.2
product: AMS - Marketing , size: 12.192 KBytes , file_type: PDF Diagram ,
-
Lookup Type: BUDGET ENTRY LEVEL
12.2.2
product: PA - Projects , meaning: Budget Entry Level , description: Budget Entry Level ,
-
Lookup Type: BUDGET CHANGE REASON
12.2.2
product: PA - Projects , meaning: Budget Change Reason , description: Budget Change Reason ,
-
Lookup Type: BUDGET AMOUNT TYPES
12.1.1
product: PA - Projects , meaning: Project Intelligence Budget Amount Types , description: Project Intelligence Budget Amount Types ,
-
File: Marketing Budget and Claims.pdf
12.1.1
product: AMS - Marketing , size: 12.192 KBytes , file_type: PDF Diagram ,
-
Lookup Type: BUDGET AMOUNT TYPES
12.2.2
product: PJI - Project Intelligence(Obsolete) , meaning: Project Intelligence Budget Amount Types , description: Project Intelligence Budget Amount Types ,
-
Lookup Type: BUDGET PERIOD TYPE
12.2.2
product: GL - General Ledger , meaning: BUDGET PERIOD TYPE ,
-
Lookup Type: BUDGET TIME PHASED TYPE
12.2.2
product: PA - Projects , meaning: Budget Time Phased Type , description: Budget Time Phased Type ,
-
Lookup Type: BUDGET TIME PHASED TYPE
12.1.1
product: PA - Projects , meaning: Budget Time Phased Type , description: Budget Time Phased Type ,
-
TABLE: PSB.PSB_WS_LINE_BALANCES_I
12.1.1
owner:PSB, object_type:TABLE, fnd_design_data:PSB.PSB_WS_LINE_BALANCES_I, object_name:PSB_WS_LINE_BALANCES_I, status:VALID,
-
TABLE: GL.GL_BUDGET_INTERIM
12.1.1
owner:GL, object_type:TABLE, fnd_design_data:SQLGL.GL_BUDGET_INTERIM, object_name:GL_BUDGET_INTERIM, status:VALID,
-
TABLE: GL.GL_BUDGET_INTERFACE
12.2.2
owner:GL, object_type:TABLE, fnd_design_data:SQLGL.GL_BUDGET_INTERFACE, object_name:GL_BUDGET_INTERFACE, status:VALID,
-
TABLE: GL.GL_BUDGET_RANGE_INTERIM
12.1.1
owner:GL, object_type:TABLE, fnd_design_data:SQLGL.GL_BUDGET_RANGE_INTERIM, object_name:GL_BUDGET_RANGE_INTERIM, status:VALID,
-
TABLE: GL.GL_BUDGET_INTERFACE
12.1.1
owner:GL, object_type:TABLE, fnd_design_data:SQLGL.GL_BUDGET_INTERFACE, object_name:GL_BUDGET_INTERFACE, status:VALID,
-
TABLE: GL.GL_BUDGET_INTERIM
12.2.2
owner:GL, object_type:TABLE, fnd_design_data:SQLGL.GL_BUDGET_INTERIM, object_name:GL_BUDGET_INTERIM, status:VALID,
-
VIEW: APPS.PQH_POS_BUDGETS_V
12.1.1
owner:APPS, object_type:VIEW, object_name:PQH_POS_BUDGETS_V, status:VALID,
-
TABLE: GL.GL_BUDGET_RANGE_INTERIM
12.2.2
owner:GL, object_type:TABLE, fnd_design_data:SQLGL.GL_BUDGET_RANGE_INTERIM, object_name:GL_BUDGET_RANGE_INTERIM, status:VALID,
-
TABLE: BEN.BEN_CWB_PERSON_GROUPS
12.2.2
owner:BEN, object_type:TABLE, fnd_design_data:BEN.BEN_CWB_PERSON_GROUPS, object_name:BEN_CWB_PERSON_GROUPS, status:VALID,
-
VIEW: APPS.PSBBV_BUDGET_REVISIONS
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PSB.PSBBV_BUDGET_REVISIONS, object_name:PSBBV_BUDGET_REVISIONS, status:VALID,
-
TABLE: PSB.PSB_BUDGET_REVISIONS
12.1.1
owner:PSB, object_type:TABLE, fnd_design_data:PSB.PSB_BUDGET_REVISIONS, object_name:PSB_BUDGET_REVISIONS, status:VALID,
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VIEW: APPS.PSBFV_BUDGET_REVISIONS
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PSB.PSBFV_BUDGET_REVISIONS, object_name:PSBFV_BUDGET_REVISIONS, status:VALID,
-
VIEW: APPS.PQH_POS_BUDGETS_V
12.2.2
owner:APPS, object_type:VIEW, object_name:PQH_POS_BUDGETS_V, status:VALID,
-
APPS.PA_YEAR_END_ROLLOVER_PKG dependencies on PA_BC_COMMITMENTS
12.2.2
-
VIEW: APPS.PA_TODATE_BASE_ORIG_BUDGET_V
12.2.2
owner:APPS, object_type:VIEW, fnd_design_data:PA.PA_TODATE_BASE_ORIG_BUDGET_V, object_name:PA_TODATE_BASE_ORIG_BUDGET_V, status:VALID,
-
APPS.PA_PROJECT_INTEGRATION_PUB dependencies on FND_GLOBAL
12.2.2
-
TABLE: FV.FV_BUDGET_DISTRIBUTION_DTL
12.2.2
owner:FV, object_type:TABLE, fnd_design_data:FV.FV_BUDGET_DISTRIBUTION_DTL, object_name:FV_BUDGET_DISTRIBUTION_DTL, status:VALID,
-
Lookup Type: FORECAST_PA_BUDGET_VSN
12.1.1
product: CE - Cash Management , meaning: Forecast Pa Budget Vsn , description: Forecast Pa Budget Vsn ,
-
APPS.PA_YEAR_END_ROLLOVER_PKG dependencies on PA_BC_COMMITMENTS
12.1.1
-
TABLE: GMS.GMS_BUDGET_VERSIONS
12.1.1
owner:GMS, object_type:TABLE, fnd_design_data:GMS.GMS_BUDGET_VERSIONS, object_name:GMS_BUDGET_VERSIONS, status:VALID,
-
TABLE: BEN.BEN_CWB_PERSON_GROUPS
12.1.1
owner:BEN, object_type:TABLE, fnd_design_data:BEN.BEN_CWB_PERSON_GROUPS, object_name:BEN_CWB_PERSON_GROUPS, status:VALID,
-
Lookup Type: BASELINE MESSAGE
12.1.1
product: PA - Projects , meaning: Baseline Message , description: Baseline Message ,
-
Lookup Type: BASELINE MESSAGE
12.2.2
product: PA - Projects , meaning: Baseline Message , description: Baseline Message ,
-
VIEW: APPS.BENBV_CWB_PERSON_GROUPS_V
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:BEN.BENBV_CWB_PERSON_GROUPS_V, object_name:BENBV_CWB_PERSON_GROUPS_V, status:VALID,