Results for “exclusion_rule_id”

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

Overview

The PAY_SHADOW_GU_BAL_EXCLUSIONS table is a shadow-schema object owned by the HR schema in Oracle E-Business Suite Release 12.1.1 and 12.2.2. It belongs to the Payroll (PAY) module and stores Element Template Grossup Balance Exclusions, defining which balance types are excluded from grossup balance processing for a given element type. Grossup processing is used when an employer absorbs a tax liability on behalf of an employee; the balances listed in this table determine which employee-level balance values are removed from the grossup calculation, preventing double-taxation or incorrect net-to-gross computations.

The table resides in the shadow (PAY_SHADOW_*) naming family, which mirrors the runtime payroll data model for configuration, upgrade, and seed-data management. Based on the foreign key structure mined from the metadata, a heuristic Data Vault classification of link is suggested. This is appropriate because the table primarily records associations between element types (via SOURCE_ID), balance types, and exclusion rules, rather than serving as a standalone hub of unique business entities. The ZD_EDITION_NAME column indicates that the object participates in a multi-edition data model, supporting versioned configuration storage.

Key Information Stored

The table contains 13 documented columns. The most significant are:

• GROSSUP_BALANCES_ID — Surrogate primary key component; uniquely identifies each grossup balance exclusion row. The primary key constraint PAY_SHADOW_GU_BAL_EXCLUSION_PK is defined on (GROSSUP_BALANCES_ID, ZD_EDITION_NAME), making the pair a business-key candidate for edition-aware lookups.
• SOURCE_ID — Foreign key to PAY_SHADOW_ELEMENT_TYPES; identifies the element type to which the exclusion applies.
• SOURCE_TYPE — Classifies the source, distinguishing element-type-level from other exclusion origins.
• BALANCE_TYPE_ID — Foreign key to PAY_SHADOW_BALANCE_TYPES; the balance being excluded from the grossup calculation.
• BALANCE_TYPE_NAME — Denormalized descriptive name of the balance type for reporting convenience.
• EXCLUSION_RULE_ID — Foreign key to PAY_TEMPLATE_EXCLUSION_RULES; links the row to the rule governing when the exclusion is applied.
• LAST_UPDATE_DATE, LAST_UPDATED_BY, LAST_UPDATE_LOGIN, CREATION_DATE, CREATED_BY — Standard EBS WHO (audit) columns capturing creation and modification metadata.
• OBJECT_VERSION_NUMBER — Optimistic locking column used by the Oracle framework to detect concurrent updates.
• ZD_EDITION_NAME — Edition identifier enabling coexistence of multiple configuration versions.

Common Use Cases and Queries

Typical scenarios include auditing grossup configuration, validating that no unintended balances are excluded, and migrating exclusion rules between environments. A representative query joins to PAY_SHADOW_BALANCE_TYPES to resolve names:

• List exclusions for a source element type: SELECT g.GROSSUP_BALANCES_ID, g.SOURCE_ID, g.BALANCE_TYPE_NAME FROM PAY_SHADOW_GU_BAL_EXCLUSIONS g WHERE g.SOURCE_ID = :element_type_id.
• Resolve balance details: join BALANCE_TYPE_ID to PAY_SHADOW_BALANCE_TYPES to obtain full balance metadata.
• Identify governing rules: join EXCLUSION_RULE_ID to PAY_TEMPLATE_EXCLUSION_RULES to inspect rule criteria.
• Edition-scoped reporting: filter on ZD_EDITION_NAME to isolate a specific configuration edition.

Related Objects

• PAY_SHADOW_ELEMENT_TYPES — joined via SOURCE_ID; the parent element type definition.
• PAY_SHADOW_BALANCE_TYPES — joined via BALANCE_TYPE_ID; defines the balance being excluded.
• PAY_TEMPLATE_EXCLUSION_RULES — joined via EXCLUSION_RULE_ID; defines rule logic for exclusions.
• PAY_ELEMENT_TYPES_F and PAY_BALANCE_TYPES — runtime counterparts in the base schema.
• PAY_BALANCE_FEEDS_F — relevant when tracing how excluded balances feed grossup calculations.