Results for “gl_budget_interim”

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

Overview

GL_BUDGET_INTERIM is a General Ledger table in the Oracle E-Business Suite (EBS) 12.1.1 / 12.2.2 environment, owned by the GL schema. As reflected in the Oracle ETRM repository metadata, its documented purpose is to store budget posting interim balances. These balances represent the in-progress state of budget amounts as they are processed through the posting engine, before they are consolidated and committed to the permanent budget balance structures. The table acts as a staging and aggregation area that accumulates amounts across accounting periods and account segments, thereby supporting budget journals, budget transfers, and budget adjustment workflows without prematurely writing to the final budget balances table.

The ETRM metadata describes GL_BUDGET_INTERIM as containing a wide structure of 111 documented columns. From a heuristic Data Vault modeling perspective, the mined relationship profile classifies this object as a link, indicating that it primarily captures an association among several business entities — ledger, code combination, budget version, budget entity, period type, template, and currency — rather than describing a single isolated entity. This classification is a modeling suggestion derived from the foreign key structure and should be treated as heuristic rather than authoritative.

Key Information Stored

Among the 111 columns, the most significant dimensions and measures are the following:

• LEDGER_ID — identifies the ledger against which the interim budget balance is held. Note that the ETRM FK definition references SET_OF_BOOKS_ID; in the 12.x schema this functionally maps to the ledger.
• CODE_COMBINATION_ID — the accounting flexfield combination to which the balance applies.
• BUDGET_VERSION_ID — the specific budget version (e.g., original, revised) for the balance.
• BUDGET_ENTITY_ID — the budget entity, distinguishing budget organizations or groupings.
• PERIOD_YEAR and PERIOD_TYPE — the fiscal year and period type context.
• CURRENCY_CODE — the currency in which the interim amounts are expressed.
• TEMPLATE_ID — references the summary template used to aggregate amounts.
• ACCOUNT_TYPE, DR_FLAG, and TRANSLATED_FLAG — control the accounting nature, debit/credit orientation, and translation status of the balance.
• STATUS_NUMBER — indicates processing status during posting.
• PERIOD1_AMOUNT through PERIOD60_AMOUNT — the per-period interim amounts, providing up to 60 period slots.
• SUM10 through SUM60 — summarized/rolled-up aggregates.
• YEAR_TO_DATE — the year-to-date cumulative amount.
• SEGMENT1 through SEGMENT30 — denormalized accounting flexfield segment values.

The physical surrogate key is not explicitly documented as a single column in the excerpt, but CODE_COMBINATION_ID together with LEDGER_ID, BUDGET_VERSION_ID, BUDGET_ENTITY_ID, CURRENCY_CODE, PERIOD_YEAR, and PERIOD_TYPE constitutes the logical business key candidates that uniquely describe each interim balance row. Audit columns LAST_UPDATE_DATE and LAST_UPDATED_BY track row modification.

Common Use Cases and Queries

Typical scenarios include reconciling budget journals awaiting final posting, diagnosing why a budget balance has not yet appeared in the final GL_BUDGET_BALANCES, and reporting on interim period amounts before period close. A representative query retrieves interim amounts for a given ledger and budget version:

• SELECT gbi.code_combination_id, gbi.currency_code, gbi.period_year, gbi.period_type, gbi.period1_amount, gbi.year_to_date FROM gl_budget_interim gbi WHERE gbi.ledger_id = :ledger_id AND gbi.budget_version_id = :version_id;
• Join to GL_CODE_COMBINATIONS to resolve the flexfield combination for readable reporting.
• Filter on STATUS_NUMBER to isolate rows still pending in the posting cycle.

Because this is an interim table, queries are frequently used during troubleshooting of the budget posting process and in custom reconciliation reports rather than in steady-state financial statements.

Related Objects

The following objects are the most significant referenced by or associated with GL_BUDGET_INTERIM, based on the documented foreign keys:

• GL_CODE_COMBINATIONS — joined on CODE_COMBINATION_ID to resolve account combinations.
• GL_BUDGET_VERSIONS — joined on BUDGET_VERSION_ID to identify the budget version.
• GL_BUDGET_ENTITIES — joined on BUDGET_ENTITY_ID to identify the budget entity.
• GL_PERIOD_TYPES — joined on PERIOD_TYPE to resolve period calendar information.
• GL_SUMMARY_TEMPLATES — joined on TEMPLATE_ID to resolve summary aggregation rules.
• FND_CURRENCIES — joined on CURRENCY_CODE to describe the currency.
• SET_OF_BOOKS_ID (ledger) — the ledger context referenced by the FK definition.

These relationships confirm that GL_BUDGET_INTERIM functions as an intersection-style link connecting Ledger, Account, Budget Version, Budget Entity, Period, Template, and Currency dimensions within the GL budget posting subsystem.