Search Results pa_summarize_forecast_util_pvt




Overview
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Overview

PA_SUMMARIZE_FORECAST_UTIL_PVT is a private PL/SQL package in the APPS schema that supports Oracle Projects' forecast utilization reporting and summarization. The "PVT" suffix designates it as a private API, meaning it is not intended for direct invocation by external or customer-developed code; it is called internally by Oracle Projects reporting infrastructure. Its central role is to aggregate forecast item and forecast item detail data — combined with utilization options and period definitions — into temporary staging tables that feed Oracle Projects utilization reports. The package bridges transactional forecast data stored in the PA_FORECAST_ITEMS and PA_FORECAST_ITEM_DETAILS tables and the temporary structures whose names carry the PA_REP_UTIL_SUMM00_TMP / PA_REP_UTIL_SUMM0_TMP naming convention, used by the Projects reporting engine. In EBS 12.1.1 and 12.2.2 the package is validated and present, and its behavior is consistent across both releases. Public consumers, such as PA_REP_UTIL_GLOB and the package's own entry points, invoke its internal routines to prepare summarized data rather than querying base tables directly.

Key Procedures and Functions

The package exposes eight documented procedures, each oriented toward populating or driving temporary summarization structures:

  • SUMMARIZE_FORECAST_UTIL — The primary driver procedure. It orchestrates the summarization of forecast utilization data, invoking the appropriate insertion routines and coordinating the population of the temporary reporting tables.
  • INSERT_FCST_INTO_TMP_PA — Inserts forecast data into the temporary table associated with the PA (Projects) source, making the data available for the PA-side utilization query.
  • INSERT_FCST_INTO_TMP_GL — Inserts forecast data into the temporary table associated with the GL (General Ledger) source.
  • INSERT_FCST_INTO_TMP_GE — Inserts forecast data into the temporary table associated with the GE source combination.
  • INSERT_FCST_INTO_TMP_PAGL — Inserts forecast data into the temporary table for the combined PA/GL source.
  • INSERT_FCST_INTO_TMP_PAGE — Inserts forecast data into the temporary table for the combined PA/GE source.
  • INSERT_FCST_INTO_TMP_GLGE — Inserts forecast data into the temporary table for the combined GL/GE source.
  • INSERT_FCST_INTO_TMP_PAGLGE — Inserts forecast data into the temporary table for the fully combined PA/GL/GE source set.

The INSERT_* procedures follow a consistent pattern: each targets a distinct permutation of the PA, GL, and GE data sources, enabling the reporting layer to query summarized forecast data scoped to the relevant source or source combination.

Tables Accessed

The package references the following documented tables via APPS synonyms:

  • PA_FORECAST_ITEMS and PA_FORECAST_ITEM_DETAILS — the primary source tables holding forecast line items and their period-by-period detail amounts that are summarized.
  • PA_UTILIZATION_OPTIONS and PA_UTILIZATION_OPTIONS_ALL — configuration tables defining how utilization is calculated and which options apply, governing summarization logic.
  • PA_IMPLEMENTATIONS — installation-level settings used to determine applicable business rules.
  • PA_AMOUNT_TYPES_B — base amount type definitions that classify forecast amounts.
  • GL_PERIODS — period calendar data used to align forecast amounts to accounting periods.
  • PLITBLM — an Oracle Applications standard global temporary/PL/SQL table used in reporting summarization.
  • PA_REP_UTIL_SUMM00_TMP and PA_REP_UTIL_SUMM0_TMP — the temporary staging tables into which summarized forecast utilization data is written and from which reports read.

Usage Notes

PA_SUMMARIZE_FORECAST_UTIL_PVT is a private package and must not be called directly from custom code. It is invoked indirectly through the Oracle Projects utilization reporting flow, particularly from PA_REP_UTIL_GLOB and the package itself (the only documented referencing object). Typical invocation occurs when a user runs a forecast utilization concurrent program or displays a utilization report in Oracle Projects, where the reporting engine calls the summarization logic to stage data before presenting results. Because the package writes to temporary reporting tables, invocations should be treated as session- or report-scoped and are not meant for transactional data manipulation. In both 12.1.1 and 12.2.2 it is a read-mostly reporting utility: it reads forecast and setup tables and writes only to the designated temporary structures. No public parameters are documented in the ETRM metadata; parameter lists should not be assumed. Customizations should never reference this package directly — they should instead consume the standard reporting output or supported public APIs.