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Overview
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Overview

CN_SRP_PERIOD_QUOTAS_PKG is an Oracle EBS applications-level PL/SQL package owned by APPS that supports the Sales Resource Planning (SRP) module within the Oracle Incentive Compensation / Channel Revenue Management (CN) product family. Its primary business function is to maintain the period-level quota and target allocations assigned to sales representatives for a given SRP plan. These records drive quota attainment tracking, target distribution across periods, and the calculation of commission-relevant metrics such as performance goals, period payments, and commission paid period-to-date values. In EBS 12.1.1 and 12.2.2, the package encapsulates the data manipulation logic required to insert, synchronize, distribute, and report on SRP period quotas without exposing the underlying tables directly to forms or concurrent programs.

Key Procedures and Functions

  • BEGIN_RECORD — The procedure referenced in the user search. It records (begins) an SRP period quota entry, accepting operation and quota-type context along with period, target amount, period payment, performance goal, quarter, and year values. It also carries audit columns (creation/last-update date and user, last update login). Several parameters (salesrep ID, end date, commission paid PTD) are documented as applicable only for bonus pay scenarios.
  • INSERT_RECORD — Called from the quota assignment flow (e.g., cn_srp_quota_assigns) using srp_plan_assign_id and quota_id; start and end period IDs are optional.
  • DELETE_RECORD — Removes an SRP period quota record.
  • POPULATE_SRP_PERIOD_QUOTAS_EXT — Populates the extension (_EXT) table for SRP period quotas.
  • DISTRIBUTE_TARGET — Distributes a target amount across periods according to plan or quota rules.
  • SELECT_SUMMARY — Returns summary-level quota/target data.
  • SYNCH_TARGET — Synchronizes target values between related quota structures.
  • SYNC_ITD_VALUES — Synchronizes inception-to-date values.
  • POPULATE_ITD_VALUES — Populates inception-to-date values for period quotas.
  • CN_END_DATE_PERIOD — Determines or applies the effective end date of a period.

Tables Accessed

The package reads and writes SRP period quota data primarily through the CN_SRP_PERIOD_QUOTAS, CN_SRP_PERIOD_QUOTAS_ALL, and CN_SRP_PERIOD_QUOTAS_S tables, with extension data in CN_SRP_PERIOD_QUOTAS_EXT_ALL and CN_SRP_PERIOD_QUOTAS_EXT_S. It also references the broader quota and period structures it depends on, including CN_QUOTAS_ALL, CN_PERIOD_QUOTAS_ALL, CN_SRP_PERIODS_ALL, and CN_SRP_PLAN_ASSIGNS. Period status validation uses CN_PERIOD_STATUSES and CN_PERIOD_STATUSES_ALL. Formula and calendar context is drawn from CN_CALC_FORMULAS_ALL and CN_CAL_PER_INT_TYPES_ALL, while repository context comes from CN_REPOSITORIES and CN_REPOSITORIES_ALL. These references are made through APPS synonyms.

Usage Notes

CN_SRP_PERIOD_QUOTAS_PKG is referenced by eight other packages, indicating it is a shared service invoked by higher-level quota processing, target distribution, and calculation routines rather than being called directly from a user interface. The header notes that BEGIN_RECORD is "not called by srmt form," confirming that some entry points are intended for programmatic or batch invocation. Typical usage therefore originates from concurrent programs, calculation engines, or custom code performing quota setup, target distribution, and ITD synchronization. Because the package maintains audit columns and period-effective dates, callers should supply accurate creation/update context and valid period identifiers. The package has been stable since 2005, so behavior is consistent across both 12.1.1 and 12.2.2.