Results for “ozf_funds_pvt”

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

Overview

OZF_FUNDS_PVT is a private PL/SQL package in the Oracle E-Business Suite Trade Management (formerly Oracle Marketing) module, owned by the APPS schema and defined with AUTHID CURRENT_USER. It encapsulates the core business logic for creating, maintaining, validating, and rolling up funds — the accrual and promotional budget instruments used in trade promotion management. In ETRM 12.1.1 and 12.2.2, the package serves as the private implementation layer behind the publicly exposed funds API. It centralizes the manipulation of the OZF_FUNDS_ALL_B and OZF_FUNDS_ALL_TL entity tables, the OZF_FUNDS_S sequence, and the associated access-control and user-status reference data.

The package declares a comprehensive record type, fund_rec_type, which mirrors the full funds entity, including identification and audit columns, hierarchy and node attributes, accrual configuration fields (method, rate, basis, cap, UOM, phase, operand, discount level), financial rollup amounts (original budget, transferred-in/out, holdback, planned, committed, earned, and paid), GL account segment strings, and descriptive flexfield and language columns. This record structure is the primary vehicle used by the companion procedures to pass fund data between the public API and the persistence layer.

Key Procedures and Functions

• CREATE_FUND — Inserts a new fund record, populating the base and translation tables and the surrogate key from the funds sequence.
• DELETE_FUND — Removes a fund and its dependent data, subject to the package's integrity checks.
• LOCK_FUND — Acquires a logical lock on a fund to serialize concurrent maintenance.
• UPDATE_FUND — The core update routine (the object matching the user's "update_fund" search), used to modify an existing fund's attributes.
• VALIDATE_FUND — Applies business validation rules to a fund record before persistence.
• CHECK_FUND_ITEMS — Verifies the line-item dependencies associated with a fund.
• CHECK_FUND_RECORD — Validates the structural completeness of a fund record.
• INIT_FUND_REC — Initializes a fund record with defaults prior to create or update.
• COMPLETE_FUND_REC — Fills in audit and derived columns on a fund record.
• COMPLETE_DEFAULT_GL_INFO — Populates default general ledger account information.
• CHECK_FUND_INTER_ENTITY — Enforces inter-entity (multi-organization) consistency rules.
• COPY_FUND — Duplicates an existing fund to a new fund record.
• UPDATE_ROLLUP_AMOUNT — Recalculates rolled-up financial amounts across the fund hierarchy.
• UPDATE_FUNDS_ACCESS — Maintains fund-level access control records in AMS_ACT_ACCESS.

Tables Accessed

• OZF_FUNDS_ALL_B / OZF_FUNDS_ALL_TL — Base and translation tables holding fund definitions and descriptions.
• OZF_FUNDS_S — Sequence supplying fund identifiers.
• OZF_OFFERS — Source offers linked to funds.
• AMS_ACT_ACCESS — Access-control rows maintained by UPDATE_FUNDS_ACCESS.
• AMS_USER_STATUSES_B — User-defined status reference data.
• FND_LANGUAGES — Language and translation lookups.
• WF_PARAMETER_LIST_T — Workflow parameter lists used during processing.
• DUAL and PLITBLM — Utility and PL/SQL table access.

Usage Notes

OZF_FUNDS_PVT is a private package and should not be called directly by custom code; it is invoked through the public funds API and, in practice, from Trade Management forms and concurrent programs that manage funds and roll up committed, earned, and paid amounts. The UPDATE_FUND procedure in particular is reached whenever a user edits and saves a fund from the Funds form, and UPDATE_ROLLUP_AMOUNT is invoked by background rollup processes. With 17 dependent packages referencing it, any customization should target the supported public interface, and code changes to this package should be treated as unsupported.