Search Results edit_update_budget

Overview

APPS.PQH_APPLY_BUDGET is a PL/SQL package within the Oracle E-Business Suite Public Sector, Human Resources, and Payroll (PQH) product family, specifically tied to the Oracle HRMS Budgeting functionality. Its principal business role is to take budget data captured in worksheet form (the "worksheet" or working structures) and apply it to the authoritative budget tables that drive position budgeting, salary budgeting, and related workforce cost planning. This is the mechanism by which a planner's in-progress budget iterations become the committed budget version used by downstream processes.

The package operates against the PQH_BUDGETS schema and its dependent tables, bridging the worksheet staging area (PQH_WORKSHEET_* tables) and the final budget storage structures (PQH_BUDGET_* tables). It is classified as an OTHER API in the ETRM, meaning it is a documented internal package rather than a formally published open interface, and it should be treated as internal application logic. The package is VALID in both 12.1.1 and 12.2.2, and it is referenced by other PQH packages including PQH_BUDGET and PQH_PTX_UTL.

Key Procedures and Functions

The package exposes 40 documented procedures and functions. The core entry point is APPLY_BUDGET, which commits worksheet data into the budget structures. APPLY_NEW_BUDGET handles the creation and application of an entirely new budget version.

• APPLY_BUDGET / APPLY_NEW_BUDGET — apply worksheet contents to budget tables, with the "new" variant initializing a fresh budget.
• EDIT_CREATE_NEW_BUDGET / EDIT_UPDATE_BUDGET — support the create and update edit paths for budget records.
• CARRY_FORWARD_BUDGET and the family of CARRY_FORWARD_BUDGET_DETAILS, _PERIODS, _SETS, _ELEMENTS, _FUND_SRCS — propagate a prior-period or prior-version budget into the next cycle across each dependent structure.
• POPULATE_BUDGET_VERSIONS, _DETAILS, _PERIODS, _SETS, _ELEMENTS, _FUND_SRCS — seed the corresponding budget tables from worksheet or source data.
• DELETE_CHILD_ROWS — remove dependent rows during apply or rebuild operations.
• CHECK_VALID_MODE — validate the operational mode before applying changes.
• POPULATE_GLOBALS — initialize package-level global variables and context.
• SET_WKS_LOG_CONTEXT — establish logging context used by PQH_PROCESS_LOG.

Tables Accessed

The package reads and writes the core budget tables: PQH_BUDGETS, PQH_BUDGET_DETAILS, PQH_BUDGET_ELEMENTS, PQH_BUDGET_FUND_SRCS, PQH_BUDGET_PERIODS, PQH_BUDGET_SETS, and PQH_BUDGET_VERSIONS. On the worksheet side it works with PQH_WORKSHEETS, PQH_WORKSHEET_DETAILS, PQH_WORKSHEET_BDGT_ELMNTS, PQH_WORKSHEET_BUDGET_SETS, PQH_WORKSHEET_FUND_SRCS, and PQH_WORKSHEET_PERIODS. PQH_PROCESS_LOG records processing outcomes and errors, and PQH_TRANSACTION_CATEGORIES classifies the budget transactions being applied. All tables are accessed via APPS synonyms.

Usage Notes

PQH_APPLY_BUDGET is invoked primarily through the Oracle HRMS Budgeting forms and the associated budget apply concurrent programs when a planner submits a worksheet for application. It is referenced by PQH_BUDGET and PQH_PTX_UTL, indicating reuse across budgeting and payroll-transfer utility logic. Because it is an OTHER-classified internal package, direct custom invocation is not supported; customizations should instead use the standard forms or supported APIs. Any custom code must respect the worksheet-to-budget lifecycle and the process log context established by SET_WKS_LOG_CONTEXT and POPULATE_GLOBALS. Behavior is consistent between 12.1.1 and 12.2.2.