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Overview
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Overview

IGI_EXP_UTILS is a utility package in the Oracle E-Business Suite Applications (APPS) schema that supports the processing of expense-related transactions within the Oracle Grants/Projects expense workflows. The package is largely dedicated to the management of DU (Deliverable/Detail Unit) and TU (Transaction Unit) records, including the generation of order and legal numbers, fiscal year derivation, general ledger date validation, and the completion of DU records invoked from the EXP Workflow. Although the ETRM metadata classifies the package API as "OTHER," its procedures are clearly intended to be invoked both by Oracle's internal expense workflow processes and by custom extensions requiring consistent number generation and date handling for expense transactions. The package also references financial and encumbrance-related logic (for example, application context 200), placing it within the broader framework of Oracle Financials and Grants Accounting.

Key Procedures and Functions

The ETRM record documents four procedures within the package.

  • Generate_Number — This is the procedure most closely associated with the user's search term. It generates DU/TU order numbers and legal numbers, taking a number type, number class, DU/TU type identifier and fiscal year as inputs, and returning the generated DU/TU number along with an error message. This is the central numbering routine for the expense module.
  • Get_Fiscal_Year — Derives the fiscal year corresponding to a passed GL date and returns the fiscal year value along with an error message. This is used by callers that need to align expense transactions to the appropriate fiscal period.
  • ValidateGLDate — Validates whether a passed date falls within the current open period; if not, it checks the last open period, and if neither applies, assigns the date to sysdate. When the passed application ID equals 200 (Oracle Grants), the procedure checks whether encumbrance accounting is enabled and, where the period year exceeds the encumbrance year, sets the GL date update flag to 'N'. This procedure therefore couples date validation with encumbrance controls.
  • Complete_Du — Completes the DU record passed from the EXP Workflow. It accepts the DU identifier, application ID and GL date, and returns an error message and a transaction ID. This is the workflow-facing entry point that finalises DU processing.

Tables Accessed

The package accesses finance and expense tables through APPS synonyms. Payables tables (AP_INVOICES, AP_INVOICES_ALL and AP_INVOICE_DISTRIBUTIONS) support invoice and distribution related expense processing. FINANCIALS_SYSTEM_PARAMETERS and FND_PRODUCT_INSTALLATIONS supply system configuration and installation context, including encumbrance settings. GL_PERIODS and GL_PERIOD_STATUSES provide the calendar and open/closed period information required by ValidateGLDate and Get_Fiscal_Year. The expense-specific tables — IGI_EXP_DUS, IGI_EXP_DUS_ALL, IGI_EXP_DU_TYPE_HEADERS, IGI_EXP_NUM_SCHEMES, IGI_EXP_NUM_SCHEMES_ALL, IGI_EXP_AP_TRANS, IGI_EXP_AR_TRANS and IGI_EXP_AR_TRANS_ALL — hold the DU/TU records, numbering scheme definitions and transaction data produced or consumed by the package.

Usage Notes

IGI_EXP_UTILS is typically invoked from the Oracle Grants/Expense workflow, from Oracle Forms supporting expense entry, and from custom PL/SQL extensions that require DU/TU number generation or fiscal year and GL date validation. Because it is referenced by one other package, callers should treat the package as a shared utility and avoid modifying its dependent numbering and date logic. In Oracle EBS 12.1.1 and 12.2.2 the package remains in the APPS schema; the documented header indicates the packaged procedures have been stable since the 2001 initial releases with only minor revision history.