Search Results load_booking_summary

Overview

OKL_DEAL_CREAT_PVT is a private (PVT) PL/SQL package in the Oracle Lease and Finance Management (OKL) module of Oracle E-Business Suite, owned by the APPS schema. It encapsulates the core deal-creation and maintenance logic used to build and persist lease and finance contract records against the OKC (Contracts Core) and OKL header tables. The package is declared AUTHID CURRENT_USER, meaning its SQL executes with the privileges of the calling session rather than the definer, and it is intended to be invoked through its public wrapper packages rather than called directly.

The package declares a global exception, G_EXCEPTION_HALT_VALIDATION, which callers can raise to abort the validation sequence, along with constants that distinguish the originating program type (PROGRAM, LEASEAPP, or CONTRACT). It also defines a deal_rec_type record type whose fields map directly to columns of the OKL_K_HEADERS_FULL_V view — contract number, description, status code, start and end dates, term duration, customer PO number, inventory and authoring organization identifiers, and flag columns such as GENERATE_ACCRUAL_YN, SYNDICATABLE_YN, PREFUNDING_ELIGIBLE_YN, REVOLVING_CREDIT_YN, and CONVERTED_ACCOUNT_YN. This record type is the primary payload structure passed between the package's internal routines.

Key Procedures and Functions

The package exposes 14 documented procedures and functions. The principal entry points are:

• CREATE_DEAL — Creates a new lease or finance deal, inserting the header row and associated default records.
• UPDATE_DEAL — Applies modifications to an existing deal header and its dependent attributes.
• LOAD_DEAL — The procedure most often queried by developers and integrators; it loads deal data, typically from a migration or interface source, into the OKL/OKC structures. It is the routine associated with the "load_deal" search term.
• COPY_RULES — Duplicates rule groups and rules from one contract context to another.
• COPY_LEASE_CONTRACT — Clones an existing lease contract, including its header and related components.
• CONFIRM_CANCEL_CONTRACT — Finalizes the cancellation of a contract after validation.
• CREATE_PARTY — Inserts party role records for a deal.
• UPDATE_PARTY — Maintains existing party role assignments.
• LOAD_BOOKING_SUMMARY — Populates booking summary data associated with the deal.

Tables Accessed

The package reads and writes the OKC and OKL contract header tables — OKC_K_HEADERS_B and OKL_K_HEADERS — which hold the authoritative contract and lease header records. Party relationships are managed through OKC_K_PARTY_ROLES_B, OKC_K_PARTY_ROLES_TL, and OKL_K_PARTY_ROLES. Rule and rule-group data are stored in OKC_RULES_B and OKC_RULE_GROUPS_B. Supporting validation and descriptive-flex lookups include AK_REGIONS, AK_REGION_ITEMS, FND_DESCR_FLEX_COLUMN_USAGES, FND_FLEX_VALUE_SETS, and FND_LOOKUP_VALUES. Customer and contact information is resolved from the Trading Community Architecture tables HZ_CUST_ACCOUNTS, HZ_PARTIES, and OKC_CONTACTS.

Usage Notes

OKL_DEAL_CREAT_PVT is referenced by one other package and is not designed for direct invocation. Standard practice is to call the corresponding public API — OKL_DEAL_CREAT_PUB or the contract public layer — which in turn delegates to this private package. Typical invocation paths include the Lease Management forms, concurrent programs that process lease interfaces or migrations, and custom PL/SQL integration code that creates or updates deals programmatically. Because it performs DML across multiple OKC and OKL tables, callers should supply the required descriptive flexfield context, validate lookup values against FND_LOOKUP_VALUES, and handle G_EXCEPTION_HALT_VALIDATION to control transaction rollback. Direct calls bypass the public API's pre-validation and should be avoided in supported customizations.