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The Oracle Trade Management (OTM) module, part of Oracle E-Business Suite (EBS) 12.1.1 and 12.2.2, leverages a set of critical tables and views under the OZF (Oracle Trade Management) schema to manage trade promotions, funds, claims, and settlements. These objects form the backbone of the DeepseekTRM (Trade Revenue Management) functionality, enabling enterprises to streamline their trade promotion lifecycle, from planning to execution and settlement. Below is a detailed breakdown of key OZF tables and views, their relationships, and their roles in the OTM module.

Core OZF Tables in Oracle Trade Management

1. OZF_FUNDS This table stores the master records for all trade funds, including budget allocations, fund types (e.g., accruals, claims), and statuses. Key columns include FUND_ID (primary key), FUND_NUMBER, START_DATE, END_DATE, and STATUS_CODE. It integrates with GL (General Ledger) and AP (Accounts Payable) for financial tracking. 2. OZF_ACTIVITIES Tracks trade promotion activities, such as discounts, rebates, or marketing campaigns. Columns like ACTIVITY_ID, ACTIVITY_TYPE, and PARENT_ACTIVITY_ID define hierarchical relationships between promotions. 3. OZF_CLAIMS Manages claim submissions from partners or customers for trade funds. Critical fields include CLAIM_ID, CLAIM_NUMBER, FUND_ID (foreign key to OZF_FUNDS), and CLAIM_STATUS. This table interfaces with AR (Accounts Receivable) for deductions. 4. OZF_OFFERS Stores offer details linked to promotions, such as eligibility rules and payout terms. The OFFER_ID and ACTIVITY_ID columns establish ties to OZF_ACTIVITIES. 5. OZF_SETTLEMENTS Captures settlement transactions between the organization and trading partners. Columns like SETTLEMENT_ID, CLAIM_ID, and SETTLEMENT_AMOUNT facilitate reconciliation.

Key OZF Views for Reporting and Analytics

1. OZF_FUNDS_V A view aggregating fund data with additional attributes from related tables (e.g., currency, approval status). Used for fund utilization reports. 2. OZF_CLAIMS_V Provides a comprehensive view of claims, including linked fund and customer details. Supports dispute resolution and audit trails. 3. OZF_PROMOTION_SUMMARY_V Summarizes promotion performance metrics (e.g., ROI, spend vs. budget) by joining OZF_ACTIVITIES with financial data.

Integration Points

The OZF tables integrate with other EBS modules:

• GL_INTERFACE: Funds and settlements post to General Ledger.
• RA_CUSTOMERS: Links trade promotions to customer hierarchies.
• AP_INVOICES: Tracks vendor payouts for claims.

Technical Considerations

In EBS 12.2.2, partitioning and Advanced Compression are often applied to OZF tables for performance. Indexes on columns like FUND_ID and CLAIM_NUMBER optimize query performance. The data model adheres to Oracle’s Trading Community Architecture (TCA) for customer/partner relationships.

Conclusion

The OZF tables and views in Oracle EBS 12.1.1/12.2.2 provide a robust framework for trade promotion management. By understanding their structure and interdependencies, organizations can enhance process efficiency, ensure accurate fund tracking, and derive actionable insights from promotion analytics. Custom extensions (e.g., additional validation PL/SQL triggers) are common to meet industry-specific requirements.