Search Results netting_claims_allowed




Overview

The APPS.OZF_CLAIM_INSTALL package body belongs to the Oracle E-Business Suite Trade Management (formerly Oracle Trade Management / iClaims) module, which is part of the ETRM (Enterprise Trade Relationship Management) product family. Its primary business function is to provide utility and validation services related to claim processing — determining whether the claims module has been successfully installed and configured, retrieving financial balances on claim records, and evaluating whether netting conditions are satisfied for a given claim scenario. Because the package is owned by APPS and classified as an OTHER API, it is intended primarily for internal system use and does not carry a formal public API or "custom" designation. In Oracle EBS 12.1.1 and 12.2.2, this package is installed as part of the Trade Management patch set (see the header version stamp ozfgcinb.pls 115.6), and it supports the upstream claims lifecycle without exposing a full transactional interface to end users.

Key Procedures and Functions

The ETRM metadata documents four procedures/functions within this package body:

  • CHECK_INSTALLED — A Boolean function that determines whether the claims module is installed by querying OZF_SYS_PARAMETERS for the configured claim management and billback transaction type identifiers. If both are NULL, the function returns FALSE; otherwise it returns TRUE. Any exception causes a FALSE return.
  • GET_AMOUNT_REMAINING — A procedure that returns the remaining (net) amount and accounted remaining amount for a specified root claim, along with the associated currency code and a return status. It accepts the claim identifier as input and returns the amount remaining, accounted amount remaining, currency code, and status.
  • CHECK_DEFAULT_SETUP — A validation routine that verifies the default setup configuration required for claim processing, ensuring that system parameters and default transaction types are correctly defined before claim activities proceed.
  • NETTING_CLAIMS_ALLOWED — This is the function directly relevant to the user's search term. It evaluates whether netting of claims is permitted for the current configuration, typically by inspecting system parameters such as the netting flag or claim transaction type setup. In 12.1.1 / 12.2.2 this acts as a gate before claim settlement/netting logic is executed.

Tables Accessed

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

  • OZF_CLAIMS_ALL — Holds claim header/line records. It is used by GET_AMOUNT_REMAINING to derive the remaining balance and by other routines to validate claim existence and status.
  • OZF_SETTLEMENT_DOCS_ALL — Stores settlement documents associated with claims; accessed to validate claim settlement status and netting eligibility.
  • OZF_SYS_PARAMETERS — Central setup table holding the claim management transaction type, billback transaction type, and netting-related flags. It is queried by CHECK_INSTALLED, CHECK_DEFAULT_SETUP, and NETTING_CLAIMS_ALLOWED to determine module installation, defaults, and netting permission.

Usage Notes

OZF_CLAIM_INSTALL is invoked from within the Trade Management claims flow rather than directly by end users. The package is referenced by three other documented packages, indicating it serves as a shared utility layer. Typical invocation paths include:

  • Oracle Forms such as the Claim Entry / Claim Settlement forms, which call CHECK_INSTALLED and NETTING_CLAIMS_ALLOWED to conditionally enable fields and buttons.
  • Concurrent programs and workflow processes that need to confirm claim setup and remaining balances before generating settlement documents.
  • Custom extensions and personalizations that require a programmatic check of whether netting is permitted or a claim's remaining amount, using GET_AMOUNT_REMAINING as a read-only accessor.

Because CHECK_INSTALLED suppresses all exceptions and returns FALSE on error, callers should not rely on it for diagnostics and should validate setup through the standard setup screens. Developers extending the claims flow should treat NETTING_CLAIMS_ALLOWED as the authoritative runtime check for netting eligibility, since it reflects the live OZF_SYS_PARAMETERS configuration.