Results for “migrate_normal_tax_codes”

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Overview

ZX_P2P_DEF_AP_PREUPGRADE is an Oracle E-Business Suite PL/SQL package owned by the APPS schema that supports the pre-upgrade and migration path for the E-Business Tax (EBTax / ZX) regime transition. In EBS 12.1.1 and 12.2.2, the ZX schema replaces the legacy Global Descriptive Flexfield (GDF) tax configuration used in earlier releases; moving a Payables installation onto ZX requires that existing Payables tax codes, offset assignments, recovery rates, and disabled tax configuration be translated into the new EBTax model. This package provides the extraction, load, and migration logic that performs that translation. It operates as a P2P ("pre-upgrade to post-upgrade") definition helper — its procedures stage setup data out of Payables, load the extracted results back, and migrate the discrete configuration artifacts (normal tax codes, assigned and unassigned offset taxes, recovery rates, and disabled tax codes) into the repository. Because these operations are run as part of the upgrade cycle, the package is used by upgrade drivers rather than by interactive end users.

Key Procedures and Functions

• ou_extract — Extracts the operating unit / party setup information that will seed the tax configuration. It accepts an optional party identifier; when omitted, extraction is performed for all applicable parties.
• load_results_for_ap — Loads the results produced by the extraction phase back into Payables in a form consumable by the migration procedures. Accepts an optional tax identifier to scope the load.
• migrate_normal_tax_codes — Migrates standard (non-offset, non-recovery) Payables tax codes into the EBTax tax code definition.
• migrate_assign_offset_codes — Migrates tax codes that have an offset tax assigned to them.
• migrate_unassign_offset_codes — Handles tax codes where offset taxes are removed or unassigned during the transition.
• migrate_recovery_rates — Migrates Payables recovery rate configuration into the corresponding tax recovery setup.
• migrate_disabled_tax_codes — Migrates tax codes that are disabled, preserving them for audit and historical transaction integrity.
• pre_upgrade_wrapper — Top-level driver that sequences the pre-upgrade migration steps into a single callable unit.
• rates_sync_wrapper — Synchronizes recovery/tax rates configuration; accepts an optional tax identifier to limit the synchronization to a specific tax code.

Tables Accessed

• AP_TAX_CODES_ALL — The Payables tax code repository; the primary source for normal, offset, and disabled tax codes being migrated.
• AR_VAT_TAX_ALL_B — The Receivables/EBTax VAT tax definition table, used in mapping legacy VAT tax codes and rates into the ZX model.
• FND_PRODUCT_GROUPS — Used to determine the current installation’s product group/application context, ensuring the migration runs against the correct environment.
• DUAL — Standard single-row utility table used for constant evaluation and PL/SQL block control.

Usage Notes

The package is classified as OTHER and is intended for upgrade and data-migration execution rather than normal transactional processing. The procedures are typically invoked indirectly through the E-Business Tax upgrade driver and associated concurrent programs, which orchestrate the sequencing of ou_extract, load_results_for_ap, and the individual migrate_* procedures. The pre_upgrade_wrapper and rates_sync_wrapper provide consolidated entry points for the migration phases, reducing the need for manual invocation order. Because the package is referenced by one other package and manipulates core Payables and EBTax setup tables, it should not be called directly from custom code; any invocation outside the standard upgrade path should be performed only under guidance from Oracle Support and with a validated backup of the affected configuration tables.