Search Results igs_fi_1098t_pts




Overview
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Overview

The IGS_FI_1098T_PTS table is a critical configuration table within the Oracle E-Business Suite (EBS) Student System (IGS) module, specifically for versions 12.1.1 and 12.2.2. Its primary role is to support the generation of the IRS Form 1098-T, which U.S. educational institutions use to report qualified tuition and related expenses to students and the Internal Revenue Service. The table serves as a master list that defines which academic program types (COURSE_TYPE) are to be classified as graduate-level programs for a given tax reporting year (TAX_YEAR_NAME). This classification is essential for accurate 1098-T reporting, as certain reporting rules and box calculations on the form may differ between undergraduate and graduate-level studies.

Key Information Stored

The table is designed as a simple intersection or mapping table with a composite primary key. The key columns are the only persistent data columns, and each record represents a specific graduate-level designation.

  • TAX_YEAR_NAME: A foreign key column that identifies the specific tax year for which the graduate program type mapping is valid. This links to the master 1098-T setup table (IGS_FI_1098T_SETUP).
  • COURSE_TYPE: A foreign key column that stores the code for an academic program type (e.g., MASTERS, PHD, CERT) that is considered graduate-level. This links to the program types master table (IGS_PS_TYPE_ALL).

The combination of these two columns forms the table's unique constraint (IGS_FI_1098T_PTS_PK), ensuring a program type is not duplicated for the same tax year.

Common Use Cases and Queries

The primary use case is during the annual 1098-T reporting process. The system references this table to correctly categorize student enrollments and associated financial transactions when generating the form data file and printable forms. A common administrative task is maintaining this list when new program types are added or when setting up configurations for a new tax year.

A typical query would retrieve all graduate-level program types for a specific reporting year, often joined to the descriptive tables for clarity:

SELECT pts.tax_year_name,
       pts.course_type,
       pt.description AS program_type_desc
FROM igs.igs_fi_1098t_pts pts,
     igs.igs_ps_type_all pt
WHERE pts.course_type = pt.course_type
  AND pts.tax_year_name = '2024';

This configuration directly impacts which students' data is processed under graduate-level rules, affecting the amounts reported in specific boxes on the 1098-T form.

Related Objects

The IGS_FI_1098T_PTS table has defined foreign key relationships with two master tables in the Student System, which enforce data integrity and provide descriptive context.

  • IGS_FI_1098T_SETUP: This is the primary setup table for 1098-T reporting parameters per tax year. The relationship is established via the TAX_YEAR_NAME column. A record must exist in IGS_FI_1098T_SETUP for a tax year before it can be referenced in IGS_FI_1098T_PTS.
  • IGS_PS_TYPE_ALL: This master table stores all valid academic program types (e.g., BACHELORS, ASSOCIATE). The relationship is established via the COURSE_TYPE column. Only program types defined in IGS_PS_TYPE_ALL can be designated as graduate-level in this table.

These relationships ensure that the graduate program type mappings are always linked to valid, existing setup and code definitions within the application.