Search Results pa_fp_calc_plan_pub




Overview
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Overview

PA_FP_CALC_PLAN_PUB is a public PL/SQL package in the APPS schema that supports the Financial Planning subsystem of Oracle Projects. Its role is to perform the recalculation and refresh of financial plan data, most notably the exchange rates applied to financial plan amounts and the derived plan figures that depend on those rates. Financial plans in Oracle Projects—whether they are budgets, forecasts, or other plan types—are maintained in multiple currencies, and their transactional amounts must be converted into the project or plan currency using rate information drawn from the general ledger and other rate sources. PA_FP_CALC_PLAN_PUB provides the programmatic entry point through which this recalculation is triggered, ensuring that plan lines, resource assignments, and associated budget versions remain internally consistent after rate changes, period rollovers, or adjustments to plan structure. The package is classified as a public (PUB) API, indicating that it is intended for supported external invocation rather than being an internal helper. Its status is VALID in the ETRM catalogue, confirming that it compiles cleanly and its dependencies resolve within the 12.1.1 and 12.2.2 releases.

Key Procedures and Functions

The documented interface exposes a single public program unit:

  • REFRESH_RATES — The principal entry point of the package. It drives the recalculation of rate-sensitive values across the financial plan structures. Its purpose is to re-derive currency conversion rates and update the affected plan records so that reporting and downstream budgeting processes reflect current rates. Parameter details are not documented in the ETRM extract and are therefore not reproduced here.

The package also relies on the standard Oracle EBS API framework, as evidenced by its dependency on FND_API for message handling and return-status conventions. It depends on PA_INTERFACE_UTILS_PUB, indicating that it participates in interface and data-consolidation processing common to Oracle Projects, and on the collection types PA_NUM_TBL_TYPE, PA_VARCHAR2_15_TBL_TYPE and PA_VARCHAR2_30_TBL_TYPE for bulk parameter passing.

Tables Accessed

The following table references are documented via APPS synonyms:

  • PA_BUDGET_VERSIONS — identifies the plan/budget version headers whose rate definitions and currency attributes govern the recalculation.
  • PA_BUDGET_LINES — the transaction-level detail lines of the plan, which hold the amounts that must be restated when rates change.
  • PA_RESOURCE_ASSIGNMENTS — resource-level assignments that carry rate and currency context used to derive line values.
  • DUAL — used for single-row evaluations within the PL/SQL logic.
  • PLITBLM — the standard Oracle Projects PL/SQL table used for intermediate collections during processing.

Usage Notes

PA_FP_CALC_PLAN_PUB is typically invoked from Financial Planning forms in Oracle Projects when a user requests a recalculation of plan rates, and from concurrent programs that batch-process plan data. Custom code may call REFRESH_RATES directly to integrate rate refresh logic into extensions, but such calls must respect the FND_API return-status convention and should run within a properly initialised Oracle Applications session. Because the package updates budget versions and lines, invocations should be followed by a commit or be integrated into a transaction boundary managed by the caller. No other packaged objects reference it, so it functions as a leaf-level API invoked by the application layer rather than by peer packages.