Search Results budget_stage_set_id

Overview

The PSB_BUDGET_STAGE_SETS table is a core master data table within the Oracle Public Sector Budgeting (PSB) module of Oracle E-Business Suite (EBS) releases 12.1.1 and 12.2.2. It functions as a repository for defining the sets of stages or categories that govern the budget preparation workflow. The table's primary role is to establish the framework for budget development, enabling organizations to enforce structured processes. Each record represents a distinct set, which is classified by its STAGE_TYPE as either a 'Budget Stage Set' (S) for managing sequential approval steps or a 'Workflow Category Set' (W) for grouping budgets to apply specific routing and approval rules. These sets are fundamental for configuring how budget worksheets progress through the system.

Key Information Stored

The table's structure is designed to store definitional, descriptive, and audit information. The most critical column is BUDGET_STAGE_SET_ID, a unique numeric identifier that serves as the primary key for all related configurations. The NAME and DESCRIPTION columns provide the functional label and details for the set. The STAGE_TYPE column, accepting only 'S' (Stage) or 'W' (Workflow Category), dictates the set's behavioral role within the application. Standard WHO columns (CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, LAST_UPDATE_LOGIN) track audit history. Additionally, the table includes ten ATTRIBUTE columns and a CONTEXT column to support Descriptive Flexfield (DFF) customizations, allowing for organization-specific data capture.

Common Use Cases and Queries

This table is central to setup and reporting on the budget development framework. A primary use case is during the implementation phase, where administrators define stage sets for different budget cycles or category sets for different funding sources. Common reporting needs include listing all configured sets or identifying which sets are linked to specific worksheets. For instance, to find all Workflow Category Sets, one would execute: SELECT budget_stage_set_id, name, description FROM psb.psb_budget_stage_sets WHERE stage_type = 'W';. To diagnose worksheet configuration, a join is essential: SELECT w.name worksheet_name, s.name stage_set_name, s.stage_type FROM psb.psb_worksheets w, psb.psb_budget_stage_sets s WHERE w.stage_set_id = s.budget_stage_set_id;. The BUDGET_STAGE_SET_ID is the key parameter for such lookups.

Related Objects

PSB_BUDGET_STAGE_SETS maintains critical relationships with other key PSB tables via its primary key. The BUDGET_STAGE_SET_ID is referenced as a foreign key in the following documented relationships:

• PSB_BUDGET_STAGES.BUDGET_STAGE_SET_ID: This table stores the individual stages (e.g., "Department Review," "Final Approval") that belong to a parent stage set defined in PSB_BUDGET_STAGE_SETS.
• PSB_WORKSHEETS.STAGE_SET_ID: Each budget worksheet is assigned to a specific stage set at creation, linking the worksheet's workflow to the defined stages.
• PSB_GL_INTERFACES.BUDGET_STAGE_ID: This table references the stage set, connecting budget data and its approval stage to the General Ledger interface process.

These relationships illustrate that PSB_BUDGET_STAGE_SETS is a foundational setup table whose identifier propagates throughout the budget preparation and posting lifecycle.