Search Results ozf_funds_utilized_all_b

The OZF_FUNDS_UTILIZED_ALL_B table in Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2 is a critical component of the Oracle Trade Management (OTM) module, specifically designed to track fund utilization across marketing campaigns, promotions, and other trade-related activities. This table serves as the base table for the Funds Utilization entity, storing transactional data related to how funds are consumed against allocated budgets. Below is a detailed breakdown of its structure, purpose, and integration within Oracle EBS.

Purpose and Functional Overview

The OZF_FUNDS_UTILIZED_ALL_B table captures detailed records of fund utilization, ensuring accurate tracking of expenditures against approved budgets. It supports functionalities such as:

• Budget Control: Tracks actual spending against allocated funds for trade promotions, discounts, or marketing campaigns.
• Accrual Accounting: Facilitates accrual-based accounting by recording liabilities as funds are utilized, even if payments are deferred.
• Audit and Compliance: Provides a granular audit trail for financial reporting and compliance with internal or external policies.

Key Columns and Data Structure

The table includes columns that map to essential attributes of fund utilization:

• FUND_UTILIZED_ID: Primary key, uniquely identifying each utilization record.
• FUND_ID: References the fund being utilized (linked to OZF_FUNDS_ALL_B).
• UTILIZED_AMOUNT: The monetary value consumed from the fund.
• UTILIZATION_DATE: Timestamp of the transaction.
• STATUS_CODE: Indicates the status (e.g., "APPROVED," "PENDING," "REJECTED").
• OBJECT_VERSION_NUMBER: Used for optimistic locking in OAF or ADF applications.
• CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE: Standard Oracle audit columns.

Integration with Other Modules

OZF_FUNDS_UTILIZED_ALL_B integrates with several EBS modules:

1. Oracle General Ledger (GL): Utilized amounts may trigger journal entries for accruals or expense recognition.
2. Oracle Payables: Links to invoices or payments when funds are disbursed.
3. Oracle Receivables: Trades involving customer rebates or discounts may reference this table.
4. Oracle Trade Management: Core module for managing promotions, funds, and claims.

Technical Considerations

• Multi-Org Support: Includes ORG_ID to segregate data by operating unit.
• Indexing: Typically indexed on FUND_ID, UTILIZATION_DATE, and STATUS_CODE for performance.
• Partitioning: In large deployments, partitioning by date or org may be implemented.

Customization and Extensions

Customers often extend this table to:

• Add custom columns for industry-specific attributes.
• Integrate with third-party systems via APIs or triggers.
• Enhance reporting by denormalizing data into warehouse schemas.

Conclusion

The OZF_FUNDS_UTILIZED_ALL_B table is a foundational element in Oracle EBS Trade Management, enabling precise fund tracking, financial accountability, and seamless integration with other modules. Its design supports scalability, compliance, and adaptability to diverse business requirements, making it indispensable for organizations managing complex trade promotions and marketing budgets.