Search Results ozf_claim_offer_perf_all




Overview
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Overview

The OZF_CLAIM_OFFER_PERF_ALL table is a core transactional data store within the Oracle Trade Management (OZF) module of Oracle E-Business Suite (EBS) releases 12.1.1 and 12.2.2. It serves as the primary repository for recording and tracking the performance of promotional offers at the point of claim submission. In the context of trade promotions, a "claim" is a request from a trading partner (e.g., a distributor or retailer) for payment or accrual related to a specific marketing or sales incentive offer. This table captures the specific performance metrics of the offer that have been validated or "performanced" as part of the claim submission process, thereby linking the financial claim directly to the measured execution of the underlying promotional activity.

Key Information Stored

The table's primary purpose is to store performance data tied to a claim. The central identifier is the CLAIM_OFFER_PERF_ID, which is the table's primary key. The most critical foreign key column is CLAIM_ID, which links each performance record to its parent claim in the OZF_CLAIMS_ALL table. While the provided metadata does not list all columns, typical data stored in such a table would include performance quantities or amounts (e.g., units sold, sales volume achieved against the offer target), the applicable performance period, the specific offer or list line being performanced, and references to the source transaction data that substantiates the performance. This creates an audit trail from the financial claim back to the operational metrics that justify it.

Common Use Cases and Queries

The primary use case is supporting the trade claims settlement process. When a user submits a claim for a promotion, the system records the associated offer performance in this table. This data is essential for generating accruals, calculating claim payouts, and performing analytics on promotion effectiveness. Common queries involve joining to the claims table to report on claim status versus performance achieved, or to validate performance data during the claim approval workflow. A fundamental reporting query would be:

  • SELECT c.claim_number, p.performance_quantity, p.performance_amount FROM ozf_claim_offer_perf_all p, ozf_claims_all c WHERE p.claim_id = c.claim_id AND c.status = 'SUBMITTED';

This table is also critical for reconciliation reports, comparing planned promotion budgets against actual performance-based claims.

Related Objects

The table has a direct and documented foreign key relationship with the central claims table, establishing a clear hierarchical data model.

  • OZF_CLAIMS_ALL: This is the parent table. The foreign key OZF_CLAIM_OFFER_PERF_ALL.CLAIM_ID references the CLAIM_ID in OZF_CLAIMS_ALL. Every performance record must be associated with a valid, existing claim. This relationship is enforced by the foreign key constraint and is central to all joins for reporting or data validation.

While not listed in the provided metadata, this table would typically be referenced by various Trade Management inquiry forms, settlement reports, and may serve as a source for summary tables or materialized views used in performance dashboards.