Search Results gms_summarize_budgets




Overview
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Overview

GMS_SUMMARIZE_BUDGETS is an Oracle EBS Applications (APPS) schema PL/SQL package that belongs to the Grants Management (GMS) module. Its principal business role is to summarize, or roll up, budget information recorded at the detailed line level into aggregated values used for reporting, baseline comparison, and award and project budget analysis. In the Grants Management context, budgets are held on grant and award projects in a manner analogous to Oracle Projects budgets, and users frequently need a concise summarized view rather than the granular line detail. This package provides that summarization logic as a server-side, callable unit, allowing forms, concurrent programs, and public APIs to obtain summarized budget figures consistently rather than reimplementing the aggregation logic.

The package is classified in the ETRM metadata with an API classification of OTHER. It is a valid object owned by APPS and depends on standard database and Oracle EBS components. Its central documented routine, SUMMARIZE_BASELINED_VERSIONS, indicates that the summarization is specifically targeted at baselined (approved/frozen) budget versions rather than draft working versions.

Key Procedures and Functions

The ETRM metadata documents a single procedure or function within this package:

  • SUMMARIZE_BASELINED_VERSIONS — Summarizes baselined budget versions. Its purpose is to consolidate budget line amounts associated with baselined versions of GMS budgets so that upstream callers can obtain rolled-up totals without inspecting line-level rows directly. The name strongly implies that only versions whose baseline has been established are processed, which is consistent with Grants Management practice of treating baselined budget versions as the authoritative reference figures for awards and projects.

No parameter lists are documented in the available metadata, and none are assumed here. Callers should consult the package specification in the target instance for the exact signature before invoking this routine from custom code.

Tables Accessed

The package reads from and writes to a defined set of tables, accessed through APPS synonyms. The GMS-specific tables are GMS_BUDGET_LINES, GMS_BUDGET_VERSIONS, and GMS_RESOURCE_ASSIGNMENTS, which together hold the budget line detail, the version header information, and the resource assignment data that the summarization process must reconcile. The Oracle Projects tables PA_BUDGET_VERSIONS, PA_BUDGET_ENTRY_METHODS, PA_PROJECTS_ALL, PA_TASKS, PA_RESOURCE_LIST_MEMBERS, and PA_IMPLEMENTATIONS supply the corresponding Projects budget structure, project and task definition, resource list membership, budget entry method, and implementation setup information. FND_PROFILE_OPTIONS and FND_PROFILE_OPTION_VALUES are referenced for profile option retrieval, which is typically used to determine operating parameters or defaults during processing. Finally, DUAL and PLITBLM are used for standard PL/SQL constructs and for PL/SQL table operations respectively.

Usage Notes

GMS_SUMMARIZE_BUDGETS is referenced by two other packages in the ETRM metadata: GMS_BUDGET_PUB and GMS_WF_PKG. It is also self-referenced, indicating internal calls between its own procedures. GMS_BUDGET_PUB is the public budget API for Grants Management, and GMS_WF_PKG is the Grants Management workflow package. This dependency pattern shows that summarization is invoked both from the public budget API surface and from workflow-driven processing, rather than being exposed directly to end users. Custom code should therefore prefer calling the public API (GMS_BUDGET_PUB) rather than invoking GMS_SUMMARIZE_BUDGETS directly, to preserve supported upgrade paths. The package is typically triggered in the context of budget baseline approval and award workflow activities, where summarized baselined figures are required for subsequent reporting and determination steps.