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The IBY.IBY_PMT_CREATION_RULES
table in Oracle E-Business Suite (EBS) 12.1.1 or 12.2.2 is a critical component of the Oracle Payments module, which governs the rules for payment creation and processing. This table stores configuration data that determines how payments are generated, formatted, and transmitted to banks or other financial institutions. Below is a detailed summary of its structure, purpose, and usage within Oracle EBS.
### **Purpose and Overview**
The IBY_PMT_CREATION_RULES
table defines the business rules that control payment creation for various payment methods, such as checks, electronic funds transfers (EFT), or wire transfers. These rules ensure compliance with organizational policies, banking requirements, and regulatory standards. The table acts as a repository for payment processing logic, enabling Oracle Payments to dynamically generate payments based on predefined criteria.
### **Key Columns and Their Significance**
1. **PMT_CREATION_RULE_ID
**
A unique identifier for each payment creation rule, ensuring traceability and reference in related transactions.
2. **PAYMENT_METHOD_CODE
**
Specifies the payment method (e.g., CHECK, EFT, WIRE) to which the rule applies. This links to the IBY_PAYMENT_METHODS
table.
3. **DOCUMENT_SEQUENCE_ID
**
Associates the rule with a document sequence for audit and tracking purposes.
4. **PAYMENT_FORMAT_CODE
**
Defines the format (e.g., BACS, NACHA, SEPA) used for generating payment files, referencing the IBY_PAYMENT_FORMATS
table.
5. **PAYMENT_PROCESS_PROFILE_ID
**
Links to the IBY_PAYMENT_PROCESS_PROFILES
table, which contains processing instructions for payment batches.
6. **ACTIVE_FLAG
**
Indicates whether the rule is active (Y/N), allowing for temporary deactivation without deletion.
7. **CREATION_DATE
and LAST_UPDATE_DATE
**
Audit columns tracking when the rule was created or modified.
8. **CREATED_BY
and LAST_UPDATED_BY
**
User identifiers for accountability.
9. **ORG_ID
**
Specifies the operating unit (OU) to which the rule applies, supporting multi-org setups.
10. **PAYMENT_DOCUMENT_ID
**
References the IBY_PAYMENT_DOCUMENTS
table, which stores templates for payment instruments like checks.
### **Functional Role in Payment Processing**
- **Rule Evaluation:** During payment batch creation, Oracle Payments evaluates the criteria in IBY_PMT_CREATION_RULES
to determine the appropriate payment method, format, and processing profile.
- **Dynamic Payment Generation:** Rules ensure payments adhere to bank-specific requirements (e.g., file formats, transmission protocols).
- **Multi-Org Support:** Rules can be configured per operating unit, enabling localized payment processing.
- **Integration with Other Modules:** The table interacts with AP (Accounts Payable), AR (Accounts Receivable), and CE (Cash Management) to streamline end-to-end payment workflows.
### **Example Use Case**
A company may define separate rules for domestic and international wire transfers:
- **Domestic Wires:** Use NACHA format, process via ACH, and apply a specific processing profile.
- **International Wires:** Use SEPA format, process via SWIFT, and enforce additional validations.
### **Conclusion**
The IBY.IBY_PMT_CREATION_RULES
table is foundational to Oracle Payments, enabling flexible, rule-based payment processing. Its configuration directly impacts payment accuracy, compliance, and efficiency. Administrators must carefully define and maintain these rules to align with organizational and banking requirements.
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Lookup Type: OKL_INV_PRIMARY_PURPOSES
12.2.2
product: OKL - Lease and Finance Management , meaning: OKL INV PRIMARY PURPOSES , description: Investor Product Primary Purposes ,
-
Lookup Type: NO_TIME_ACCOUNT
12.2.2
product: PER - Human Resources , meaning: NO_TIME_ACCOUNT , description: Unit measurement for Part time absences ,
-
Lookup Type: NO_TIME_ACCOUNT
12.1.1
product: PER - Human Resources , meaning: NO_TIME_ACCOUNT , description: Unit measurement for Part time absences ,
-
Lookup Type: OKL_INV_PRIMARY_PURPOSES
12.1.1
product: OKL - Leasing and Finance Management , meaning: OKL INV PRIMARY PURPOSES , description: Investor Product Primary Purposes ,
-
APPS.IBY_PAYMENT_FORMAT_VAL_PUB dependencies on IBY_DOCS_PAYABLE_ALL
12.2.2
-
APPS.IBY_PAYMENT_FORMAT_VAL_PUB dependencies on IBY_DOCS_PAYABLE_ALL
12.1.1
-
Lookup Type: XLA_BUSINESS_FLOW_CLASS
12.2.2
product: XLA - Subledger Accounting , meaning: XLA_BUSINESS_FLOW_CLASS , description: Gives meaning for the business flow class ,
-
Lookup Type: XLA_BUSINESS_FLOW_CLASS
12.1.1
product: XLA - Subledger Accounting , meaning: XLA_BUSINESS_FLOW_CLASS , description: Gives meaning for the business flow class ,
-
APPS.OKL_LTE_CHRG_PVT dependencies on FND_FILE
12.1.1
-
APPS.OKL_LTE_CHRG_PVT dependencies on FND_FILE
12.2.2
-
Concurrent Program: FVAPRFPR
12.2.2
execution_filename: FVAPRFPR , product: FV - Federal Financials , user_name: FMS 224 Populate Payable Refunds Report , description: FMS 224 Populate Payable Refunds Report , argument_method: Standard , enabled: Yes , execution_method: Oracle Reports ,
-
Concurrent Program: FVAPRFPR
12.1.1
execution_filename: FVAPRFPR , product: FV - Federal Financials , user_name: FMS 224 Populate Payable Refunds Report , description: FMS 224 Populate Payable Refunds Report , argument_method: Standard , enabled: Yes , execution_method: Oracle Reports ,
-
Lookup Type: OKL_STREAM_TYPE_PURPOSE
12.1.1
product: OKL - Leasing and Finance Management , meaning: Stream Type Purpose , description: Stream Type Purpose ,
-
PACKAGE: APPS.JA_CN_AP_PBD_EXPORT_PKG
12.2.2
-
Lookup Type: OKL_STREAM_TYPE_PURPOSE
12.2.2
product: OKL - Lease and Finance Management , meaning: Stream Type Purpose , description: Stream Type Purpose ,
-
APPS.OKL_LTE_INT_PVT dependencies on FND_FILE
12.2.2
-
Concurrent Program: APXRTB
12.2.2
execution_filename: APXRTB , product: AP - Payables , user_name: APXRTB , description: Accounts Payable Trial Balance , argument_method: Database fetch , enabled: No , execution_method: Spawned ,
-
Concurrent Program: APXRTB
12.1.1
execution_filename: APXRTB , product: AP - Payables , user_name: APXRTB , description: Accounts Payable Trial Balance , argument_method: Database fetch , enabled: No , execution_method: Spawned ,
-
Lookup Type: JA_CN_DOCUMENT_TYPE
12.2.2
product: JA - Asia/Pacific Localizations , meaning: Document Type for Receivables and Payables , description: Document Type for Receivables and Payables ,
-
Lookup Type: ATTENTION
12.1.1
product: AP - Payables , meaning: Attention , description: Parameter for Tax Information Verification letter ,
-
Lookup Type: ATTENTION
12.2.2
product: AP - Payables , meaning: Attention , description: Parameter for Tax Information Verification letter ,
-
TABLE: IBY.IBY_PMT_CREATION_RULES
12.1.1
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_PMT_CREATION_RULES, object_name:IBY_PMT_CREATION_RULES, status:VALID,
-
APPS.OKL_LTE_INT_PVT dependencies on FND_FILE
12.1.1
-
TABLE: IBY.IBY_GEN_DOCUMENT_LINES
12.2.2
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_GEN_DOCUMENT_LINES, object_name:IBY_GEN_DOCUMENT_LINES, status:VALID,
-
TABLE: IBY.IBY_PMT_CREATION_RULES
12.2.2
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_PMT_CREATION_RULES, object_name:IBY_PMT_CREATION_RULES, status:VALID,
-
TABLE: IBY.IBY_GEN_DOCUMENT_LINES
12.1.1
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_GEN_DOCUMENT_LINES, object_name:IBY_GEN_DOCUMENT_LINES, status:VALID,
-
APPS.OKL_AM_TERMINATE_INV_AGMT_PVT dependencies on DUAL
12.1.1
-
APPS.OKL_AM_TERMINATE_INV_AGMT_PVT dependencies on DUAL
12.2.2
-
Lookup Type: IBY_DOCUMENT_REJECTION_LEVELS
12.2.2
product: IBY - Payments , meaning: Documents Payable Rejection Levels , description: Defines how much of a payment process request can be rejected when a document payable fails validation ,
-
APPS.IBY_PAYINSTR_PUB dependencies on IBY_DOCS_PAYABLE_ALL
12.1.1
-
APPS.JAI_OM_WDD_TRIGGER_PKG dependencies on JAI_CMN_GL_PKG
12.2.2
-
Lookup Type: BEN_PYMT_STAT
12.1.1
product: PER - Human Resources , meaning: BEN_PYMT_STAT ,
-
Lookup Type: IBY_DOCUMENT_REJECTION_LEVELS
12.1.1
product: IBY - Payments , meaning: Documents Payable Rejection Levels , description: Defines how much of a payment process request can be rejected when a document payable fails validation ,
-
APPS.IBY_PAYINSTR_PUB dependencies on IBY_DOCS_PAYABLE_ALL
12.2.2
-
TABLE: IBY.IBY_GEN_DOCS_PAYABLE
12.2.2
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_GEN_DOCS_PAYABLE, object_name:IBY_GEN_DOCS_PAYABLE, status:VALID,
-
Lookup Type: IBY_TRANSACTION_TYPES
12.1.1
product: IBY - Payments , meaning: Transaction Entities , description: Transaction Entities ,
-
Lookup Type: IBY_TRANSACTION_TYPES
12.2.2
product: IBY - Payments , meaning: Transaction Entities , description: Transaction Entities ,
-
Lookup Type: GL_ACC_PAY_REP_INV_NUM
12.1.1
product: GL - General Ledger , meaning: GL Payable invoice lookup , description: GL Payable invoice lookup ,
-
Lookup Type: RESPONSIBILITY
12.2.2
product: AR - Receivables , meaning: Responsibility , description: Possible responsibilities for the primary customer contact ,
-
TABLE: IBY.IBY_DOCUMENTS_PAYABLE_H
12.2.2
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_DOCUMENTS_PAYABLE_H, object_name:IBY_DOCUMENTS_PAYABLE_H, status:VALID,
-
TABLE: IBY.IBY_GEN_DOCS_PAYABLE
12.1.1
owner:IBY, object_type:TABLE, fnd_design_data:IBY.IBY_GEN_DOCS_PAYABLE, object_name:IBY_GEN_DOCS_PAYABLE, status:VALID,
-
APPS.PAY_GB_WORKING_TAX_CREDIT dependencies on HR_UTILITY
12.1.1
-
Lookup Type: DEPARTMENT_TYPE
12.2.2
product: AR - Receivables , meaning: Department Type , description: Department Type ,
-
Lookup Type: GL_ACC_PAY_REP_INV_NUM
12.2.2
product: GL - General Ledger , meaning: GL Payable invoice lookup , description: GL Payable invoice lookup ,
-
Lookup Type: BEN_PYMT_STAT
12.2.2
product: PER - Human Resources , meaning: BEN_PYMT_STAT ,
-
Concurrent Program: AXXGRDJBP
12.1.1
execution_filename: AXXGRDJB , product: AX - Global Accounting Engine , user_name: AXXGRDJB , argument_method: Standard , enabled: No , execution_method: Oracle Reports ,
-
Concurrent Program: AXXGRDJBP
12.2.2
execution_filename: AXXGRDJB , product: AX - Global Accounting Engine , user_name: AXXGRDJB , argument_method: Standard , enabled: No , execution_method: Oracle Reports ,
-
VIEW: APPS.PAY_NL_PAY_DED_ACTION_INFO_V
12.1.1
owner:APPS, object_type:VIEW, fnd_design_data:PAY.PAY_NL_PAY_DED_ACTION_INFO_V, object_name:PAY_NL_PAY_DED_ACTION_INFO_V, status:VALID,
-
APPS.PAY_GB_WORKING_TAX_CREDIT dependencies on HR_UTILITY
12.2.2
-
Concurrent Program: APXFPMDR_XML
12.1.1
product: AP - Payables , user_name: Bills Payable Maturity Date Report (XML) , description: Bills Payable Maturity Date Report , argument_method: Standard , enabled: Yes , execution_method: Java Concurrent Program ,