Results for “date_budget_amount_last_review”

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

Overview

The OKL_PRTFL_LINES_B table resides in the OKL schema and belongs to the Oracle E-Business Suite Leasing and Finance Management (OKL) module. In the context of Oracle EBS 12.1.1 and 12.2.2, it stores the line-level details of a portfolio strategy profile. Per the ETRM documentation, the profile defines the strategy that determines the action or actions to be taken when a contract reaches end of term, together with a budget amount representing the revenue (excluding contract yield) expected to be received at the end of the contract. Each row therefore anchors an end-of-term decision (such as asset tracking strategy) to a specific portfolio contract, formula, knowledge line, and resource team.

The _B suffix denotes the base (non-translated) table, consistent with the EBS multi-language architecture where companion _TL tables hold translated descriptive columns. The table looks back to OKL_PRTFL_CNTRCTS_B, so it functions as a child of the portfolio contracts header and inherits the contract context for the end-of-term strategy.

Under the supplied Data Vault classification heuristic, mined from its foreign-key structure, this table is classified as a link. This is a modeling suggestion: the row associates several business entities (contract, formula, knowledge line, team) rather than acting purely as a hub of a single business concept or a descriptive satellite.

Key Information Stored

The documented physical schema contains 42 columns. The most significant are listed below.

• ID — the surrogate primary key, enforced by OKL_PRTFL_LINES_B_PK and unique index OKL_PRTFL_LINES_B_U1. It uniquely identifies each portfolio strategy line.
• PFC_ID — foreign key to OKL_PRTFL_CNTRCTS_B, identifying the parent portfolio contract.
• FMA_ID — foreign key to OKL_FORMULAE_B, linking the line to a pricing or calculation formula.
• KLE_ID — foreign key to OKL_K_LINES, tying the strategy line to a knowledge/contract line.
• TMB_ID — foreign key to JTF_RS_TEAMS_B, identifying the resource team responsible for the strategy.
• BUDGET_AMOUNT — the expected end-of-contract revenue, excluding contract yield.
• ASSET_TRACK_STRATEGY_CODE — the code denoting the code-determined action to take at end of term.
• TRX_STATUS_CODE — the processing status of the strategy line.
• DATE_STRATEGY_EXECUTED and DATE_STRATEGY_EXECUTION_DUE — actual and due dates for executing the end-of-term strategy.
• DATE_BUDGET_AMOUNT_LAST_REVIEW — the last date the budget amount was reviewed.
• CURRENCY_CODE, CURRENCY_CONVERSION_CODE, CURRENCY_CONVERSION_TYPE, CURRENCY_CONVERSION_RATE, CURRENCY_CONVERSION_DATE — the currency and conversion context for the budget amount.
• OBJECT_VERSION_NUMBER — optimistic locking column used by the EBS framework.
• CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, LAST_UPDATE_LOGIN — standard WHO audit columns.
• ATTRIBUTE_CATEGORY and ATTRIBUTE1 through ATTRIBUTE15 — the standard Oracle descriptive flexfield (DFF) columns.

Common Use Cases and Queries

Typical usage centers on end-of-term portfolio reporting and strategy tracking. A common query joins the line to its parent contract and formula to present the expected revenue and the end-of-term action:

• Reporting the budget amount per portfolio contract for revenue forecasting and lease-end planning.
• Monitoring DATE_STRATEGY_EXECUTION_DUE against DATE_STRATEGY_EXECUTED to identify overdue end-of-term strategies.
• Joining to OKL_FORMULAE_B and OKL_K_LINES to reconcile formula-driven values with the recorded budget amount.
• Filtering by TRX_STATUS_CODE or ASSET_TRACK_STRATEGY_CODE for workflow-driven operational dashboards.
• Currency conversion reconciliation using the stored conversion rate, type, and date.

A representative pattern is a join from OKL_PRTFL_LINES_B to OKL_PRTFL_CNTRCTS_B on PFC_ID = ID, restricted by TRX_STATUS_CODE or a date range on the strategy columns.

Related Objects

The following objects are most significant to OKL_PRTFL_LINES_B, based on the documented foreign-key relationships.

• OKL_PRTFL_CNTRCTS_B — parent portfolio contract header; joined via OKL_PRTFL_LINES_B.PFC_ID = OKL_PRTFL_CNTRCTS_B.ID.
• OKL_FORMULAE_B — formula definitions; joined via FMA_ID.
• OKL_K_LINES — knowledge/contract lines; joined via KLE_ID.
• JTF_RS_TEAMS_B — resource teams; joined via TMB_ID.
• OKL_PRTFL_LINES_TL — the translated companion table (where present) for descriptive attributes.
• Adjacent OKL profile tables that reference the same contract, formula, or team hubs, forming the broader end-of-term portfolio model.