Search Results ozf_actbudgets_pvt




Overview
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Overview

OZF_OBJFUNDSUM_PVT is a private PL/SQL package in the APPS schema that manages the object-level fund summary records used by Oracle's Trade Management (formerly Oracle Marketing) budgeting and accrual engine. The package is the low-level data access and maintenance layer for the OZF_OBJECT_FUND_SUMMARY entity, which stores aggregated budget, actual, and utilized fund balances at the granularity of an individual budget object such as a promotion, campaign, or offer. Because it is classified as a PVT (private) API package, it is not exposed as a public interface; instead it is called internally by business-layer packages such as OZF_ACTBUDGETS_PVT, OZF_ACCRUAL_ENGINE, OZF_FUND_UTILIZED_PVT, and OZF_SETTLEMENT_DOC_PVT to create, validate, update, and complete the fund summary records that drive fund consumption and accrual processing. In the context of the user's search for OZF_ACTBUDGETS_PVT, this package is the downstream target that the act-budget processing logic invokes to persist the object fund summary rows that represent how much of a fund has been budgeted against each object.

Key Procedures and Functions

ETRM 12.2.2 documents five program units within the package:

  • CREATE_OBJFUNDSUM — inserts a new object fund summary record for a given budget object, establishing the baseline summarized fund position.
  • UPDATE_OBJFUNDSUM — modifies an existing object fund summary row, typically to reflect revised amounts after budget, actual, or accrual activity.
  • PROCESS_OBJFUNDSUM — the main orchestration routine that determines whether a summary row must be created or updated and applies the corresponding logic.
  • VALIDATE_OBJFUNDSUM — performs consistency and business-rule checks on the fund summary data before it is committed.
  • COMPLETE_OBJFUNDSUM_REC — finalizes a fund summary record, completing any derived columns and marking it ready for downstream reporting and fund utilization.

The documented procedure list does not expose parameter signatures, so the exact argument lists are intentionally omitted here.

Tables Accessed

The package works against the following APPS synonyms:

  • OZF_OBJECT_FUND_SUMMARY and OZF_OBJECT_FUND_SUMMARY_S — the base summary table and its sequence, which the package inserts into and updates.
  • OZF_ACT_OFFERS — source of offer/object context used to associate summary balances with the correct budget object.
  • OZF_FUNDS_ALL_B — the funds base table, providing the fund definition and available balance against which object summaries are measured.
  • DUAL — used for single-row selection and simple derived value computation.

Usage Notes

OZF_OBJFUNDSUM_PVT is invoked indirectly through the trade management fund and budget flows rather than from a form directly. It is referenced by five packages, most notably OZF_ACTBUDGETS_PVT and OZF_ACCRUAL_ENGINE, which means fund summary maintenance is triggered whenever activity budgets are calculated, accruals are generated, funds are utilized, or settlement documents are processed. Typical invocation points include concurrent programs that recalculate fund utilization and the accrual engine's processing of transactional activity. Because the package is a PVT API and depends on FND_API and the SYS STANDARD package, customization should be performed by calling the public business packages (such as OZF_ACTBUDGETS_PVT) rather than this private layer, preserving Oracle's supported upgrade path in both 12.1.1 and 12.2.2.