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Overview
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Overview

FPA_UTILS_PVT is a private (PVT) PL/SQL utility package in the APPS schema that supports the Oracle Enterprise Planning and Budgeting / Financial Planning and Analysis functionality in Oracle E-Business Suite 12.1.1 and 12.2.2. The package supplies a concentrated library of helper functions and one load procedure used by the planning application user interface and its underlying validation logic. Its responsibilities fall into three broad areas: translating scenario financial metrics (weighted score, net present value, and return on investment) into display colors relative to Planning Cycle targets; driving the Planning Cycle checklist by deriving the correct status icon from the combination of Planning Cycle status and lookup code; and validating whether organizations, class codes, and portfolios may legitimately be associated with one another. Because the package is classified PVT, it is considered internal implementation and is not part of the published, supported API surface, although it remains callable from the APPS schema.

Key Procedures and Functions

The documented routines include the following, cited from the package specification header (FPAVUTIS.pls, 120.1):

  • GET_SCENARIO_WSCORE_COLOR — compares a scenario's weighted score against the Planning Cycle From and To weighted score targets and returns the appropriate color.
  • GET_SCENARIO_NPV_COLOR — compares a scenario's NPV against the Planning Cycle NPV targets and returns the corresponding color.
  • GET_SCENARIO_ROI_COLOR — compares a scenario's ROI against the Planning Cycle ROI targets and returns the corresponding color.
  • DETERMINE_PC_CHECKLIST_STATUS — used by the UI to determine which icon to render in the Planning Cycle Checklist table, evaluating Planning Cycle status and lookup code.
  • IS_ORG_IN_PJP_ORG_HIER — determines whether an organization is a member of the organization hierarchy set in the PJP profile option.
  • IS_CLASS_CODE_AVAILABLE — validates whether a class code can be assigned to a new portfolio.
  • IS_ORGANIZATION_AVAILABLE — the function matching the user's search; it validates whether an organization can be assigned to a new portfolio, returning a VARCHAR2 result. It is the counterpart to IS_CLASS_CODE_AVAILABLE in the portfolio-assignment validation flow.
  • LOAD_GL_CALENDAR — a procedure that loads General Ledger calendar data for use by the planning application.
  • SCENARIOS_RECOMMENDED, SCENARIO_APPROVED — status-derivation helpers relating to scenario recommendation and approval.
  • GET_INV_CATEGORY_NAME, GET_APPROVER_NAME, GET_FIN_METRIC_UNIT, GET_FORMATTED_NUM — display and lookup helpers that resolve inventory category names, approver names, financial metric units, and formatted numeric strings.

Tables Accessed

The package reads metadata and HR/organization structures through APPS synonyms. FND_FORM_FUNCTIONS and FND_MENU_ENTRIES supply function and menu security metadata, supporting checklist and UI rendering decisions. PA_CLASS_CATEGORIES and PA_PROJECT_PARTIES provide the class code and project party context required by the availability and hierarchy functions. Organization membership checks against the PJP hierarchy rely on PER_ORGANIZATION_STRUCTURES and PER_ORG_STRUCTURE_ELEMENTS, while PER_ALL_ASSIGNMENTS_F and PER_ALL_PEOPLE_F resolve assignment and person data for approver and organization determination. DBMS_AW and NLS_SESSION_PARAMETERS are referenced for analytic workspace access and locale-sensitive formatting.

Usage Notes

FPA_UTILS_PVT is invoked primarily from the planning application forms and UI layers, most notably the Planning Cycle checklist and portfolio assignment pages, and is referenced by one other package. Custom code should treat it as an internal utility: existing 12.1.1 and 12.2.2 behavior is stable, but signatures are not governed by Oracle's public API policy, so direct dependencies should be minimized and validated after patching or upgrades. The IS_ORGANIZATION_AVAILABLE function is typically called when a planner adds an organization to a portfolio, paired with IS_CLASS_CODE_AVAILABLE to enforce assignment rules.