Search Results okl_invoice_types_b_pk

Overview

The OKL_INVOICE_TYPES_B table is a core setup entity within Oracle E-Business Suite's Leasing and Finance Management (OKL) module. It defines the fundamental classification for invoices, serving as a master template that dictates how financial transactions, revenue or expense stream types, and associated cash flows are aggregated and presented on a customer or supplier invoice. This table is essential for the invoicing engine, as it establishes the rules and structure for invoice generation, ensuring that transactional data is grouped logically according to business requirements, such as creating separate invoices for lease payments, maintenance charges, or tax.

Key Information Stored

The table stores the defining attributes for each invoice type. Its structure is centered around a unique identifier and a name. Based on standard Oracle Applications Table (AOL) conventions and the provided metadata, the critical columns include:

• ID: The primary key (PK: OKL_INVOICE_TYPES_B_PK), a unique system-generated identifier (typically a sequence number) for the invoice type record.
• NAME: A user-defined name for the invoice type (e.g., 'LEASE RENTAL', 'SERVICE FEE', 'TAX INVOICE').
• INF_ID: A foreign key column that references the OKL_INVOICE_TYPES_B table itself, indicating a potential hierarchical or parent-child relationship between invoice types, as enforced by the ITY_ITY_UK constraint.

Additional columns, common to such setup tables, would typically include creation and last update dates, who columns (CREATED_BY, LAST_UPDATED_BY), and descriptive flexfield structures for custom attribute capture.

Common Use Cases and Queries

This table is primarily referenced during invoice generation processes and for setup validation. Common operational and reporting scenarios include:

• Setup Verification: Querying all active invoice types to validate application configuration.

  SELECT id, name FROM okl_invoice_types_b ORDER BY name;

• Transaction Analysis: Joining with transactional tables like OKL_STREAMS or OKL_TRX_CONTRACTS to analyze volumes or amounts by invoice type.

  SELECT ity.name, COUNT(*) trx_count
  FROM okl_trx_contracts trx, okl_invoice_types_b ity
  WHERE trx.ity_id = ity.id
  GROUP BY ity.name;

• Impact Analysis: Identifying dependent invoice line types before modifying an invoice type record, using the foreign key relationship to OKL_INVC_LINE_TYPES_B.

  SELECT line.name line_type_name
  FROM okl_invc_line_types_b line
  WHERE line.ity_id = <invoice_type_id>;

Related Objects

OKL_INVOICE_TYPES_B is a central reference point within the OKL invoicing subsystem. Key related objects include:

• OKL_INVC_LINE_TYPES_B: Directly dependent, as it holds the specific line types that are assigned to a parent invoice type via the foreign key column ITY_ID.
• OKL_INVOICE_TYPES_B (Self-Reference): The table has a recursive foreign key (INF_ID) to itself, allowing for hierarchical grouping of invoice types.
• Transactional Tables: Various OKL transaction and stream tables will reference the ID from this table to assign an invoice type to generated financial events.
• Setup Forms: The underlying table for the "Invoice Types" form in the OKL application menu, used by implementers and administrators to define and maintain these templates.