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Overview
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Overview

OKL_SO_CREDIT_APP_WF is an Oracle Lease and Finance Management (OKL/ETRM) workflow integration package owned by APPS. It resides in the Oracle E-Business Suite 12.1.1 and 12.2.2 technology stack and orchestrates the Oracle Workflow business events that drive the lease credit application approval cycle. The package bridges the OKL lease quotation and lease application schema with the Oracle Credit Management (AR_CMGT) tables and the Workflow engine, emitting the oracle.apps.okl.so.creditapplication event so that configured subscriptions can raise credit requests, notify approvers, and record status transitions. Because the Salesforce-style "quote to credit" flow must pass an identifiable customer reference, the package carries the cust_acct_num value extracted from the lease quotation and application records through the workflow event payload and into the credit request.

Key Procedures and Functions

  • CREATE_CREDIT_APP_EVENT — Evaluates whether an active subscription exists for the credit application workflow event and, if so, generates a unique item key (using OKL_WF_ITEM_S.NEXTVAL) and seeds the event parameter list with the quote identifier and related attributes before raising the event.
  • CREATE_CREDIT_APP — Builds the credit application header, associating the lease quote or application with the customer account and the credit request record.
  • CREATE_CREDIT_LINE — Creates the individual credit line items corresponding to leased assets or line-level amounts on the application.
  • UPDATE_STATUS — Persists status changes on the credit request or underlying lease application as workflow activity proceeds.
  • SEND_MESSAGE — Dispatches workflow notifications to the appropriate recipients, typically approvers or requestors identified via JTF_RS_RESOURCE_EXTNS / FND_USER.
  • SET_REQUESTOR — Assigns the requestor identity on the credit application, resolving the originating user or resource.
  • SET_APPROVER — Assigns the approver identity, enabling routing of the approval notification.
  • CREDIT_APP_DETAILS — Returns the assembled detail set (header, lines, customer account, status) required by the workflow or calling form.
  • CREDIT_K_END_DATED — Handles end-dating of the contract/credit linkage, marking the credit application record inactive when the associated lease contract is terminated or superseded.

An internal helper, EXIST_SUBSCRIPTION, is used to guard event raising by confirming an ENABLED subscription exists in WF_EVENT_SUBSCRIPTIONS for the named event.

Tables Accessed

The package reads the OKL lease foundation tables — OKL_LEASE_QUOTES_B, OKL_LEASE_APPLICATIONS_B, OKL_LEASE_APPS_ALL_B, OKL_K_LINES, and OKC_K_HEADERS_B / OKC_K_LINES_B / OKC_LINE_STYLES_B — to source quotation, application, and contract line data, including the customer account number that the calling flow passes as cust_acct_num. It writes and queries OKL_CREDIT_REQUESTS together with AR_CMGT_CREDIT_REQUESTS and AR_CMGT_CF_RECOMMENDS, which are the Credit Management request and recommendation tables. Workflow metadata is read from WF_EVENTS, while OKL_WF_ITEM_S supplies the unique item key sequence. FND_LOG_MESSAGES and FND_USER support debug logging and user resolution, and JTF_RS_RESOURCE_EXTNS resolves the resource (salesperson/approver) tied to the credit application.

Usage Notes

OKL_SO_CREDIT_APP_WF is not referenced by any other packaged API in the EBS schema, so it is invoked directly rather than through a chain of dependent packages. Typical callers are the OKL lease quotation and lease application forms (OKL Sales Order and Lease Application flows), the Workflow background engine acting on oracle.apps.okl.so.creditapplication subscriptions, and concurrent programs that batch-create or update credit applications. Custom extensions that need to raise a credit application event should call CREATE_CREDIT_APP_EVENT with the quote identifier, ensuring the customer account number is populated on the source application so that downstream AR_CMGT credit requests retain the correct cust_acct_num. Because the package depends on Workflow subscription configuration, any implementation must verify that a matching ENABLED subscription exists in WF_EVENT_SUBSCRIPTIONS before expecting events to fire.