Search Results okl_prtfl_lines_b




Overview

The OKL_PRTFL_LINES_B table is a core data object within the Oracle E-Business Suite Leasing and Finance Management (OKL) module. It serves as the base table for storing portfolio line profile definitions. As indicated by the official description, a profile defines a strategic framework for managing lease or finance contracts at their termination. This strategy governs the specific actions to be executed upon contract end-of-term and establishes a budget amount representing the anticipated revenue, exclusive of contract yield, expected at the contract's conclusion. The table is integral to the portfolio management functionality, linking contract lines to predefined operational and financial strategies for end-of-term processing.

Key Information Stored

The table's primary key is the ID column, which uniquely identifies each portfolio line profile record. Based on the documented foreign key relationships, the table stores several critical foreign key references that establish its business context. The KLE_ID column links the profile to a specific contract line in the OKL_K_LINES table. The PFC_ID column associates the profile with a broader portfolio contract header in the OKL_PRTFL_CNTRCTS_B table. The FMA_ID column references a formula definition from the OKL_FORMULAE_B table, which likely contains the computational logic for the budget amount or other strategic calculations. Finally, the TMB_ID column links to a team definition in JTF_RS_TEAMS_B, potentially identifying the responsible group for executing the end-of-term actions.

Common Use Cases and Queries

This table is primarily accessed for configuring and reporting on end-of-term strategies for leased assets. A common operational use case involves querying all active profile strategies assigned to contracts within a specific portfolio to review upcoming end-of-term actions and budget expectations. For reporting, financial analysts may join this table with contract and asset tables to forecast expected terminal revenue. A typical SQL pattern retrieves profile details for a given contract line:

  • SELECT plb.* FROM okl_prtfl_lines_b plb WHERE plb.kle_id = :p_kle_id;

Another frequent query aggregates budget amounts by portfolio for revenue forecasting:

  • SELECT pcb.portfolio_name, SUM(plb.budget_amount) FROM okl_prtfl_lines_b plb JOIN okl_prtfl_cntrcts_b pcb ON plb.pfc_id = pcb.id GROUP BY pcb.portfolio_name;

Related Objects

The OKL_PRTFL_LINES_B table maintains fundamental relationships with several key EBS objects, as defined by its foreign keys. It is a child table to OKL_PRTFL_CNTRCTS_B (portfolio contracts) and OKL_K_LINES (contract lines). It references OKL_FORMULAE_B for formulaic calculations and JTF_RS_TEAMS_B for team assignments. As a base table, it is almost certainly associated with a corresponding _TL (translation) table for multilingual support and a _V (view) for common application access. Programmatic interaction with this table is typically managed through Oracle Public APIs specific to the OKL module, which ensure data integrity and business rule enforcement.