Results for “okl_quote_to_contract_pvt”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

OKL_QUOTE_TO_CONTRACT_PVT is an internal PL/SQL package in the APPS schema that supports the Oracle Lease and Finance Management (OKL) quote-to-contract conversion process within Oracle E-Business Suite Release 12.1.1 and 12.2.2. It belongs to the ETRM (Enterprise Transaction and Reference Model) API classification "PVT," which designates it as a private package intended for internal use by other OKL components rather than as a public, customer-facing API. The package encapsulates the logic required to transform an accepted quote or application into a fully formed lease or loan contract, populating the contract header, lines, items, and party roles that constitute the resulting agreement.

Because it is a private package, it is not exposed directly to end users or external integrations. Instead it is invoked by higher-level public and private packages within the OKL deal-creation flow, sitting between the quote/application layer and the underlying contract tables in the OKC (Contracts) schema. Its role is central to the automated conversion of a quotation into a binding financial contract.

Key Procedures and Functions

The documented public interface exposes a single procedure, CREATE_CONTRACT. Its documented purpose is to create the contract records resulting from a quote or application, driving the insertion and initialization of the contract header, lines, items, and associated party roles. Internally, CREATE_CONTRACT orchestrates calls to supporting packages and writes the master-detail rows that represent the contract. No parameter lists are documented in the ETRM metadata, so the specific argument signature should be confirmed against the package specification in the target instance.

The package additionally depends on FND_API (for the standard API error-handling and message conventions), OKC_API (contract creation services), OKL_API (OKL shared utilities), OKL_IPY_PVT (interest/payment-related processing) and OKL_OKC_MIGRATION_PVT (migration logic), reflecting the breadth of the conversion operation.

Tables Accessed

The package reads and writes tables across several product areas, all accessed through APPS synonyms. Contract entities are stored in OKC_K_HEADERS_B (contract header), OKC_K_ITEMS (contract items), OKC_K_LINES_B (contract lines), OKC_K_PARTY_ROLES_B (party roles on the contract) and OKC_LINE_STYLES_B (line style defaults). Quote checklist validation uses OKC_QA_CHECK_LISTS_B.

Party and customer information is sourced from HZ_PARTIES and HZ_PARTY_SITES. Asset/product information is drawn from MTL_SYSTEM_ITEMS_B and MTL_SYSTEM_ITEMS_TL. Credit-management data is retrieved from AR_CMGT_CREDIT_REQUESTS and AR_CMGT_GUARANTOR_DATA to support credit review during conversion. Fixed-asset defaults are read from FA_CATEGORY_BOOK_DEFAULTS and FA_METHODS. Diagnostic output is written to FND_LOG_MESSAGES, supporting the FND logging framework for troubleshooting.

Usage Notes

OKL_QUOTE_TO_CONTRACT_PVT is invoked indirectly rather than directly. The ETRM dependency data shows it is referenced by OKL_DEAL_CREATE_PUB, OKL_DEAL_CREAT_PVT, OKL_LEASE_APP_PVT and OKL_QUOTE_TO_CONTRACT_PVT_W, meaning it is called by the deal-creation public API and the lease application private package during normal quote-to-contract processing. The "_W" package is typically a wrapper used for interface or concurrent-process invocation.

Typical invocation paths include the Lease Management application forms when a quote or application is converted, and any custom code that calls the surrounding deal-creation APIs. Because it is a PVT package, the recommended practice is to call the public deal-creation API (OKL_DEAL_CREATE_PUB) rather than referencing this package directly, so that validation, credit checks, and logging are applied consistently and the interface remains upgrade-safe. Any direct dependency on the private package carries a maintenance risk across patches and upgrades.