Search Results lv_tax_type

Overview

The APPS.PAY_US_941_REPORT package body is the report engine behind the Oracle EBS US Payroll Quarterly 941 Federal Tax Return. Its documented description states that the package "is called for the 941 Report to generate the XML file," which positions it as the data-extraction and XML-generation layer invoked by the corresponding concurrent program. Rather than rendering a fixed report layout, the package assembles balance data, employer identification information, and period attributes into an XML payload that is subsequently formatted against a template. The header history confirms this design evolution: an 18-MAY-2005 revision (115.2) explicitly records the transition "from RTF to PDF Template," and a 27-OCT-2005 revision (115.4) added a CDATA section for the GRE (Government Reporting Entity) name and address so that employer data containing special characters would survive XML parsing intact.

Key Procedures and Functions

The ETRM metadata documents three entry points in the package:

• SPLIT_NUMBER_INTO_INT_DECIMAL — A utility routine that separates a numeric value into its integer and decimal components. This supports the 941 report's requirement to present balance amounts in the split whole-dollar and cents format used on the printed federal return.
• GEN_941_REPORT — The principal generation routine. It performs the balance aggregation and construct-the-XML work described in the package header, including the balance-retrieval logic in the internal get_941_balances procedure that was performance-tuned under bug 4769835 (version 115.5) via the c_count_asg_processed cursor.
• PAY_US_941_REPORT_WRAPPER — A wrapper introduced 30-OCT-2006 under bug 5479800. It provides the callable facade used by the concurrent program, insulating the caller from the internal generation routines.

The header additionally notes the introduction of YEAR1 and YEAR2 tags (bug 5117504) and the explicit nullification of lv_STATE_ABBR_1 and lv_STATE_ABBR_2 (bug 4682231). This last change explains the common search term lv_tax_type: such lv_-prefixed locals are the package's local variables that carry report field values — tax type, state abbreviation, period dates — into the generated XML. Where lv_tax_type appears in a live 12.1.1 or 12.2.2 instance, it is the local that determines which tax type a given balance row is attributed to on the return.

Tables Accessed

The package reads the following documented tables (via APPS synonyms):

• PAY_RUN_BALANCES, PAY_DEFINED_BALANCES, PAY_BALANCE_TYPES, PAY_BALANCE_DIMENSIONS, PAY_BALANCE_VALIDATION — the balance engine, supplying the wage, tip, and withholding figures that populate the 941 lines.
• PAY_PAYROLL_ACTIONS, PAY_ASSIGNMENT_ACTIONS, PER_TIME_PERIODS — drive period and quarter selection and the assignment-level processing counts.
• HR_ORGANIZATION_INFORMATION — sources the GRE name and address emitted within the CDATA section.
• FND_PRODUCT_INSTALLATIONS — installation/legislative context.
• DBMS_LOB and PLITBLM — used to build and hold the XML CLOB output.

Usage Notes

The package is invoked indirectly through the US Payroll 941 concurrent program; PAY_US_941_REPORT_WRAPPER is the documented entry point for that invocation, with GEN_941_REPORT performing the substantive work. It is not referenced by any other package, so customizations should follow the same pattern — call the wrapper rather than the internal generator. The package is shipped in the APPS schema and flagged noship in its version string, indicating it is an Oracle-owned object that should not be modified directly; extensions belong in a custom wrapper. Because the output is XML bound to a PDF template, any change to element names or the loss of the CDATA wrapping for GRE name and address will break rendering rather than merely altering appearance.