Results for “p_tax_type”

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

Overview

PAY_US_OVER_LIMIT_TAX_RPT_PKG is a United States payroll reporting package that supports the Oracle EBS Over Limit Tax (OLT) report. Its stated purpose, as documented in the package header comments, is to populate and retrieve payroll limit values from a PL/SQL table and to define the cursors required for the Over Limit Report to execute in a multi-threaded environment. The package loads all records that will appear in the report and stores the resulting data in the PAY_US_RPT_TOTALS table, which acts as a staging area for report output. In this sense the package is a report data-preparation layer rather than a transactional API: it does not create or modify payroll balances, assignments, or tax rules, but instead extracts and aggregates them for the OLT report.

The package was introduced in version 110.0 and evolved through several revisions. Notable changes include support for 403(b) and 457 plan limits (versions 110.2 and 110.3), performance-driven cursor revisions (115.2 and 115.4), the addition of the LOAD_DATA, LOAD_STATE_TAXES, and LOAD_FEDERAL_TAXES procedures (115.5, bug 2166701), and the removal of unnecessary TO_CHAR conversions for 401, 403, and 457 processing (115.7). These revisions reflect an emphasis on correct limit handling and on cursor efficiency for concurrent report execution.

Key Procedures and Functions

The documented program units in PAY_US_OVER_LIMIT_TAX_RPT_PKG are three: GET_TAXABLE_BALANCE, GET_STATE_LIMIT, and LOAD_DATA.

• GET_TAXABLE_BALANCE — Returns the taxable balance used for over-limit comparison. It supports the report's determination of how much of a given balance has been applied against an applicable annual or plan limit.
• GET_STATE_LIMIT — Returns the state-level limit applicable to the employee or assignment being evaluated. It is the state counterpart to the federal limit logic and supports state tax rule processing.
• LOAD_DATA — The main data-loading routine. It populates the report staging table (PAY_US_RPT_TOTALS) with the records that will appear on the Over Limit Report, drawing on the package's cursors and, per the header comments, the procedure was added alongside load_state_taxes and load_federal_taxes specifically to support multi-threaded execution and improved performance.

The change history also references the procedures LOAD_STATE_TAXES and LOAD_FEDERAL_TAXES, which perform the state and federal limit sub-loads invoked from the load process. No parameter lists are documented in the available metadata.

Tables Accessed

The package reads and writes a broad set of payroll, HR, and FastFormula metadata tables. The central output table is PAY_US_RPT_TOTALS, into which report rows are staged. Balance and limit logic relies on PAY_BALANCE_TYPES, PAY_DEFINED_BALANCES, PAY_BALANCE_DIMENSIONS, PAY_BALANCE_FEEDS_F, and PAY_US_EMP_STATE_TAX_RULES_F, which together supply balance definitions, dimension values, balance feeds, and state tax rule thresholds. PAY_US_STATES provides state reference data. Assignment and payroll context is obtained from PAY_ASSIGNMENT_ACTIONS, PAY_ASSIGNMENT_ACTIONS_S, and PAY_PAYROLL_ACTIONS, while organizational context comes from HR_ALL_ORGANIZATION_UNITS, HR_ORGANIZATION_INFORMATION, and HR_LOCATIONS_ALL. FastFormula metadata is read from FF_DATABASE_ITEMS and FF_USER_ENTITIES, reflecting the package's dependence on formula-driven balance definitions.

Usage Notes

The package is invoked in the context of the Over Limit Report, which is run as a concurrent program and is designed for multi-threaded execution so that large payroll volumes can be processed in parallel. LOAD_DATA is the entry point that populates PAY_US_RPT_TOTALS; the report subsequently reads from that table. Because the package writes staging data rather than transactional payroll records, it is not typically called from online forms or from custom payroll processing code. The p_tax_type identifier referenced by users searching this topic relates to the tax-type distinction (federal versus state) that governs which limit path — GET_STATE_LIMIT or the federal equivalent backed by LOAD_FEDERAL_TAXES — applies to a given balance. Note that pay_us_over_limit_tax_rpt_pkg is referenced by one other package, indicating a narrow call surface. Revisions are cumulative and version-specific; behavior of performance-related cursors and 401/403/457 handling varies across the 110.x and 115.x versions applied to 12.1.1 and 12.2.2 environments, so the applied patch level should be confirmed before troubleshooting report output.