Search Results pa_fin_plan_types_b

Overview

The PA_FIN_PLAN_TYPES_B table is a core reference table within the Oracle E-Business Suite Projects module (PA). It serves as the master repository for defining the various plan types used for financial planning and budgeting. Financial plan types categorize and control the behavior of different financial plans, such as cost plans, revenue plans, funding plans, or forecast plans, within a project. This table is essential for the configuration and operation of Oracle Project Financial Management, as it establishes the foundational types against which all detailed financial plans are created and managed. Its role is critical for ensuring financial data integrity and enabling complex planning, analysis, and reporting across projects.

Key Information Stored

The table's primary identifier is the FIN_PLAN_TYPE_ID, which is the unique key for each plan type definition. While the full column list is not detailed in the provided metadata, the foreign key relationships reveal several critical attributes. These include rate type columns (PROJFUNC_COST_RATE_TYPE, PROJFUNC_REV_RATE_TYPE, PROJECT_COST_RATE_TYPE, PROJECT_REV_RATE_TYPE) that link to GL_DAILY_CONVERSION_TYPES, defining the currency conversion rates to be used for planning calculations. Another significant column is MIGRATED_FRM_BDGT_TYP_CODE, which links to PA_BUDGET_TYPES, indicating a historical migration path from legacy budget types. The table also has an associated translation table, PA_FIN_PLAN_TYPES_TL, which holds the language-specific names and descriptions for each FIN_PLAN_TYPE_ID.

Common Use Cases and Queries

A primary use case is the setup and administration of financial planning within Oracle Projects. Implementers use this table to define the portfolio of plan types available for projects. Common reporting and validation queries involve joining this table with its translation table to retrieve user-friendly names or listing all plan types configured in the system. For instance, to audit which financial plan types are linked to specific rate types for a project, one might query:

• SELECT fpt.fin_plan_type_id, tlt.name, fpt.projfunc_cost_rate_type FROM pa_fin_plan_types_b fpt, pa_fin_plan_types_tl tlt WHERE fpt.fin_plan_type_id = tlt.fin_plan_type_id AND tlt.language = USERENV('LANG');

Another critical scenario is troubleshooting integration or allocation issues, where identifying the basis financial plan type used for a specific allocation rule (PA_ALLOC_RULES_ALL.BASIS_FIN_PLAN_TYPE_ID) or run requires a join back to this master table.

Related Objects

As evidenced by its extensive foreign key relationships, PA_FIN_PLAN_TYPES_B is a central hub referenced by numerous transactional and control tables in the Projects module. Key dependent objects include:

• PA_FP_ELEMENTS & PA_PROJECT_ACCUM_BUDGETS: Store the detailed planning lines and aggregated budgets for each financial plan type.
• PA_ALLOC_RULES_ALL & PA_ALLOC_RUNS_ALL: Reference a basis plan type for allocation calculations.
• PA_BILLING_EXTENSIONS: Uses plan types as defaults for revenue and cost plans.
• PA_PROJ_FP_OPTIONS: Specifies source plan types for generating new financial plans.
• PA_BUDGET_VERSIONS & PA_CINT_RATE_INFO_ALL: Associate budget versions and capital interest rate information with specific plan types.
• PA_FIN_PLAN_TYPES_TL: The translation table that provides the name and description for each FIN_PLAN_TYPE_ID in multiple languages.