Results for “get_checklist_number”

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

Overview

OKL_CREDIT_PUB is the public credit management API for Oracle Lease and Finance Management (OKL), deployed in the APPS schema in Oracle E-Business Suite 12.1.1 and 12.2.2. It exposes the business logic required to establish, validate, and maintain credit information for lease and loan contracts, including credit headers, credit limits, and credit lines. The package is classified as a PUB (public) API, which indicates that its procedures are intended for supported invocation by external callers, including Oracle Forms, workflow activities, concurrent programs, and customer-written extensions.

At a functional level, OKL_CREDIT_PUB bridges the leasing contract model and the Oracle Credit Management (OKC) structures. It creates and maintains credit records tied to contract headers and lines, evaluates credit against customer accounts and parties, and supplies the credit limit and remaining-balance computations that drive downstream funding, booking, and assumption decisions. Its procedures also handle checklist-driven validation, allowing credit assessment to be governed by configurable checklist attributes and numbers.

Key Procedures and Functions

The package documents twenty-five procedures and functions. CREATE_CREDIT and CREATE_CREDIT_HEADER establish a credit record and its header for a contract. UPDATE_CREDIT_HEADER modifies an existing header. VALIDATE_CREDIT and VALIDATE_ACCOUNT_NUMBER perform credit validation and customer-account validation respectively. VALIDATE_CREDIT_LIMIT checks a proposed or existing limit for validity.

• CREATE_CREDIT_LIMIT, UPDATE_CREDIT_LIMIT, and DELETE_CREDIT_LIMIT manage the lifecycle of individual credit limits.
• GET_TOTAL_CREDIT_LIMIT, GET_TOTAL_CREDIT_NEW_LIMIT, GET_TOTAL_CREDIT_ADDITION, and GET_TOTAL_CREDIT_REDUCTION provide aggregate limit figures, including new, increased, and decreased amounts.
• GET_CREDIT_REMAINING returns the unused credit balance available against the established limit.
• GET_CREDITLINE_BY_CHRID retrieves credit line information by contract header identifier.
• UPDATE_CREDIT_LINE_STATUS maintains the status of a credit line as its lifecycle progresses.
• Supporting functions include FND_PROFILE_VALUE, GET_FUNC_CURR_CODE (functional currency), GET_CHECKLIST_ATTR, and GET_CHECKLIST_NUMBER, which resolve profile options, currency, and checklist metadata.

No parameter lists are reproduced here; only documented purpose is stated.

Tables Accessed

The package operates against contract and credit structures through APPS synonyms. Contract header and line data are read and written through OKL_K_HEADERS, OKL_K_LINES, OKC_K_HEADERS_B, OKC_K_HEADERS_TL, and OKC_K_LINES_B. Party and role relationships are sourced from OKC_K_PARTY_ROLES_B, OKC_ROLE_SOURCES, and OKC_K_PARTY_ROLES_B. Rule-based validation draws on OKC_RULES_B, OKC_RULE_GROUPS_B, OKC_LINE_STYLES_B, and OKC_SUBCLASS_TOP_LINE. Customer and account validation uses HZ_CUST_ACCOUNTS, OKX_CUSTOMER_ACCOUNTS_V, and OKX_PARTIES_V. Checklist evaluation relies on OKL_CHECKLISTS, OKL_CHECKLIST_DETAILS, and OKL_CHECKLIST_DTLS_ALL.

Usage Notes

OKL_CREDIT_PUB is referenced by ten or more internal packages, including OKL_BPD_CREDIT_CHECK_PVT, OKL_CONTRACT_BOOK_PVT, OKL_CREDIT_LINE_WF, OKL_FUNDING_PVT, OKL_FUNDING_WF, OKL_MAINTAIN_FEE_PVT, OKL_SEEDED_FUNCTIONS_PVT, OKL_SO_CREDIT_APP_WF, and OKL_TRANSFER_ASSUMPTION_PVT, as well as the wrapper OKL_CREDIT_PUB_W. It should be invoked from custom code only through its documented public procedures, since the package body depends on OKL_KHR_PVT, OKL_KLE_PVT, OKL_API, OKC_API, and OKL_OKC_MIGRATION_PVT. Typical invocation points include credit checking during booking, funding approval, credit-line workflow activities, and credit migration routines.