Results for “chk_unit_prg_transfer”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

IGS_FI_GEN_008 is a PL/SQL package body owned by the APPS schema in Oracle E-Business Suite, classified under the Student Systems (IGS) financials product family. Its object name and dependency profile identify it as a server-side calculation and inquiry utility supporting the Oracle Student Financials and fee assessment components of Oracle Student System (formerly Oracle Student System / Campus Solutions-adjacent modules embedded in EBS). The package is documented as VALID and is referenced by seventeen other database objects, while itself depending on a broad set of tables and packages spanning enrollment, fee assessment, receivables integration, and payment plan processing.

The principal business function of IGS_FI_GEN_008 is the derivation of financial balances, retention amounts, and payment plan attributes for a student account. It consolidates logic used to determine active payment plans, compute retention and withholding amounts across standard, special, and non-suspended use-case scenarios, and validate unit program transfer conditions. Because the package is classified as OTHER rather than a published API, its procedures are consumed internally by other IGS packages rather than exposed as a supported public interface.

Key Procedures and Functions

The package exposes seventeen documented program units. Their purposes are summarized below without parameter detail.

• GET_PLAN_DETAILS, GET_PLAN_BALANCE, CHK_ACTIVE_PAY_PLAN, and GET_START_DATE — together these support payment plan management, returning plan attributes, computing current plan balances, verifying whether a plan is active, and determining the applicable start date for a plan or fee schedule.
• GET_PARTY_NUMBER and GET_INVOICE_NUMBER — resolve identifying reference values, mapping to the HZ_PARTIES party number and deriving the associated invoice number.
• CHK_CHG_ADJ and CHK_SPA_REC_EXISTS — validation routines used to confirm the existence of charge adjustments and special-purpose record entries before downstream processing.
• GET_RETENTION_PARAMS and GET_TEACH_RETENTION — retrieve retention parameters and compute teacher-related retention amounts within the fee schedule framework.
• GET_FEE_RETENTION_AMOUNT, GET_COMPLETE_WITHDR_RET_AMT, GET_NS_USEC_RETENTION, and GET_SPECIAL_RETENTION_AMT — collectively calculate retention and withholding amounts for standard, complete-withdrawal, non-suspended use-case, and special scenarios.
• GET_STD_BALANCE — returns the standard account balance used by fee assessment and invoicing processes.
• MASK_CARD_NUMBER — applies masking to payment card numbers for secure display or storage.
• CHK_UNIT_PRG_TRANSFER — evaluates whether unit and program transfer conditions are satisfied, supporting enrollment and fee recalculation.

Tables Accessed

The package reads and writes across several functional areas. Student account and fee data are drawn from IGS_FI_BALANCES, IGS_FI_CREDITS_ALL, IGS_FI_FEE_AS_ALL, IGS_FI_FEE_AS_ITEMS, IGS_FI_FEE_AS_RT, and IGS_FI_FEE_CAT. Payment plan logic references IGS_FI_PP_INSTLMNTS and IGS_FI_PP_STD_ATTRS. Retention and fee schedule processing relies on IGS_FI_FEE_RET_SCHD, IGS_FI_FEE_RET_SCHD_V, IGS_FI_FEE_RET_SCHD_F_TYPE_V, IGS_FI_TP_RET_SCHD, IGS_FI_TP_RET_SCHD_V, IGS_FI_FEE_TYPE, and the fee type to career-instance mapping tables IGS_FI_F_TYP_CA_INST and IGS_FI_F_TYP_CA_INST_ALL. Invoicing integration uses IGS_FI_INVLN_INT, IGS_FI_INV_INT, and IGS_FI_INV_INT_ALL. Enrollment context is derived from IGS_EN_STDNT_PS_ATT, IGS_EN_SU_ATTEMPT, and IGS_EN_DCNT_REASONCD. Party identification is resolved against HZ_PARTIES, and career-instance, unit offer, and program version data come from IGS_CA_INST, IGS_CA_INST_ALL, IGS_PS_UNIT_OFR_OPT, IGS_PS_UNIT_OFR_OPT_ALL, IGS_PS_NSUS_RTN, IGS_PS_NSUS_RTN_DTL, and IGS_PS_VER.

Usage Notes

IGS_FI_GEN_008 is an internal utility invoked by other IGS packages, as evidenced by its seventeen downstream references and its dependencies on peer packages such as IGS_FI_GEN_001, IGS_FI_PRC_FEE_ASS, IGS_EN_PRC_LOAD, and IGS_PS_GEN_004. It is typically triggered indirectly during fee assessment, retention calculation, payment plan evaluation, and invoicing preparation, rather than being launched from a user-facing form or standalone concurrent program. Because it relies on FND_DATE and FND_PROFILE for date conversion and profile option resolution, its behavior may vary with site-level profile settings. Implementers extending or troubleshooting financial calculations should be aware that this package is not a published API; direct calls from custom code are unsupported and the package may change between patch levels of 12.1.1 and 12.2.2.