Results for “ozf_object_fund_summary”

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

Overview

OZF_OBJECT_FUND_SUMMARY is a Trade Management (OZF) table that stores the Object Fund Summary Definition within Oracle E-Business Suite 12.1.1 and 12.2.2. It serves as the consolidated ledger of fund activity for trade promotion objects — campaigns, events, and their associated offers — tracking planned, committed, utilized, earned, and paid amounts against each funding source. In practice, the table is the central accumulation point that allows Trade Management to answer, at any point in the promotion lifecycle, how much of a given fund has been consumed by a given promotional object.

From a Data Vault modeling perspective, the FK structure (FUND_ID plus a polymorphic OBJECT_ID referencing campaigns or events) suggests this object behaves as a link table — a transactional association between a fund and a promotional object — rather than a pure hub or satellite. This classification is heuristic and should be treated as a modeling suggestion rather than an enforced design.

Key Information Stored

The table is defined with 49 documented columns, of which the following are the most operationally significant:

• OBJFUNDSUM_ID — surrogate primary key (OZF_OBJECT_FUND_SUMMARY_PK). It is also the sole documented business-key candidate via the unique index OZF_OBJECT_FUND_SUMMARY_U1. Users searching on "objfundsum_id" are typically looking up this identifier.
• FUND_ID — foreign key to OZF_FUNDS_ALL_B, identifying the funding source being summarized.
• OBJECT_ID / OBJECT_TYPE — polymorphic reference to the promotional object (campaign or event), with foreign keys to AMS_CAMPAIGNS_ALL_B and AMS_EVENT_HEADERS_ALL_B.
• REFERENCE_OBJECT_TYPE / REFERENCE_OBJECT_ID — a secondary reference pointer used to relate the summary line back to a parent or source object.
• SOURCE_FROM_PARENT — flag indicating whether the summarized value originated from a parent object.
• FUND_CURRENCY, OBJECT_CURRENCY — currencies in which the fund and object amounts are denominated.
• PLANNED_AMT, COMMITTED_AMT, RECAL_COMMITTED_AMT, UTILIZED_AMT, EARNED_AMT, PAID_AMT — the core lifecycle amounts in the fund currency.
• PLAN_CURR_* and UNIV_CURR_* columns — parallel sets of the same six amounts expressed in plan currency and universal (functional) currency, enabling multi-currency reporting without runtime conversion.
• ATTRIBUTE_CATEGORY and ATTRIBUTE1–ATTRIBUTE15 — the standard EBS descriptive flexfield columns.
• OBJECT_VERSION_NUMBER, LAST_UPDATE_DATE, LAST_UPDATED_BY, CREATION_DATE, CREATED_BY, LAST_UPDATE_LOGIN — standard WHO audit and optimistic-locking columns.

Common Use Cases and Queries

A frequent requirement is retrieving the full fund consumption picture for a single campaign or event, aggregated across all contributing funds:

SELECT s.objfundsum_id, s.fund_id, s.planned_amt,
       s.committed_amt, s.utilized_amt, s.earned_amt, s.paid_amt
FROM   ozf.ozf_object_fund_summary s
WHERE  s.object_id = :campaign_id
AND    s.object_type = 'CAMPAIGN';

Budget-versus-actual reporting commonly compares PLANNED_AMT against UTILIZED_AMT per fund, while accrual and settlement processes focus on the EARNED_AMT and PAID_AMT pair. Because plan-currency and universal-currency rollups are precomputed in the same row, reporting queries generally avoid joining to currency conversion tables. Analysts also use RECAL_COMMITTED_AMT for reconciliation of recalculated commitments against the original COMMITTED_AMT.

Related Objects

• OZF_FUNDS_ALL_B — joined on FUND_ID; the master fund definition.
• AMS_CAMPAIGNS_ALL_B — joined on OBJECT_ID when OBJECT_TYPE designates a campaign.
• AMS_EVENT_HEADERS_ALL_B — joined on OBJECT_ID when OBJECT_TYPE designates an event.
• OZF_OBJECT_FUND_SUMMARY_PK / OZF_OBJECT_FUND_SUMMARY_U1 — primary key constraint and unique index on OBJFUNDSUM_ID.
• Trade Management concurrent programs and OZF fund-utilization APIs that insert and update summary rows as commitments, accruals, and settlements post.