Search Results gl_date_in_open




Overview
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Overview

OZF_CLAIM_SETTLEMENT_VAL_PVT is a private PL/SQL package in the Oracle EBS Trade Management (formerly Oracle Trade Management / OZF) module, owned by APPS and declared with AUTHID CURRENT_USER. It provides the validation and defaulting engine that underpins claim settlement processing. In the Oracle EBS 12.1.1 and 12.2.2 architectures, the "PVT" suffix denotes a private package whose procedures are not intended for direct external invocation; it is normally called by a corresponding public API wrapper such as OZF_CLAIM_SETTLEMENT_VAL or by the claim settlement UI and concurrent processes. The package validates claim line records and complete claims before settlement, applies default values to claim lines, and determines whether a given GL date falls within an open accounting period.

Key Procedures and Functions

  • DEFAULT_CLAIM_LINE — Applies default values to a single claim line record. It accepts a claim line record structure and returns it populated with defaulted attributes, optionally sourcing defaults from a table via the p_def_from_tbl_flag parameter.
  • DEFAULT_CLAIM_LINE_TBL — The bulk counterpart to DEFAULT_CLAIM_LINE; defaults an entire collection of claim line records in a single call.
  • VALIDATE_CLAIM_LINE — Validates an individual claim line record for settlement purposes, returning API-standard return status, message data, and message count outputs.
  • VALIDATE_CLAIM_LINE_TBL — Validates a table (collection) of claim line records for settlement.
  • COMPLETE_CLAIM_VALIDATION — Performs the aggregate validation logic for a complete claim prior to settlement, confirming that all required line-level and header-level conditions are satisfied.
  • COMPLETE_CLAIM — Executes the completion/settlement finalization step for a claim once validation has succeeded.
  • GL_DATE_IN_OPEN — The function directly associated with the user's search term. It determines whether a supplied GL date falls within an open GL period, by querying GL_PERIOD_STATUSES. This is a critical gate for claims settlement because settlement accounting entries must post to an open period.

Tables Accessed

The package reads and writes several core Trade Management and subledger tables through APPS synonyms. OZF_CLAIMS and OZF_CLAIMS_ALL hold claim header data, while OZF_CLAIM_LINES stores the individual claim line records being defaulted and validated. OZF_CLAIM_LINES_UTIL and OZF_FUNDS_UTILIZED support fund utilization and accrual logic during validation. OZF_CLAIM_STTLMNT_METHODS_ALL supplies the valid settlement methods applicable to a claim, and OZF_OFFER_PERFORMANCES links claims to the offers that generated them. OZF_SYS_PARAMETERS provides system-level configuration values used to drive defaulting and validation behavior. RA_CUSTOMER_TRX_LINES is referenced for the receivable transaction lines that settlement may generate or reconcile against, and PLITBLM is the standard EBS PL/SQL index-by table used for message handling. GL_PERIOD_STATUSES is queried by GL_DATE_IN_OPEN to confirm the accounting period status for the GL date.

Usage Notes

As a private (PVT) API, OZF_CLAIM_SETTLEMENT_VAL_PVT is not called directly by end users or custom extensions. It is invoked through the public claim settlement validation API layer and from the Trade Management claim settlement forms and concurrent programs. The documented metadata records that the package is referenced by four other packages, consistent with its role as a shared internal utility. Because it is declared AUTHID CURRENT_USER, privileges are resolved against the invoking schema, and it should be called in a session with appropriate APPS-level grants. When troubleshooting the GL_DATE_IN_OPEN behavior, note that it relies on GL_PERIOD_STATUSES; if the target GL date belongs to a never-opened or closed period, validation will fail before settlement accounting is attempted.