Search Results payment_plan_id




Overview
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Overview

OKL_SO_PLAN_SUMMARY_UV is a read-only database view owned by the APPS schema in Oracle E-Business Suite, belonging to the OKL – Lease and Finance Management product family. Its documented purpose is to display Plan Summary information on the Quote Details screen, making it the presentation-layer data source that surfaces structured payment plan attributes for a given quote or contract. The view consolidates pricing method, book classification, payment amount, payment plan status, and payment structure into a single denormalized row per payment plan, sparing the Quote Details UI from issuing multiple joins against the underlying rule-based configuration tables.

In the context of EBS reporting and integration, the view acts as a convenient abstraction over Oracle Lease Management's rules engine. Rather than requiring report authors to reconstruct the complex join path across OKC_RULE_GROUPS_B and the multiple OKC_RULES_B rows keyed by rule information category, the view exposes decoded, human-readable meanings. This makes it suitable for operational reports, extract programs, and OAF-based UI regions. The view is marked VALID and is present in both 12.1.1 and 12.2.2 environments, with the ETRM 12.2.2 metadata confirming its referenced base objects.

Underlying Base Objects

The documented referenced objects are FND_GLOBAL (PACKAGE), FND_LOOKUPS (VIEW), OKC_RULES_B (SYNONYM), OKC_RULE_GROUPS_B (SYNONYM), and OKL_LS_RT_FCTR_SETS_B (SYNONYM). The view text joins these as follows:

  • OKC_RULE_GROUPS_B is filtered on RGD_CODE = 'SOPYSC' and supplies the payment plan identifier (CLE_ID aliased as PAYMENT_PLAN_ID).
  • OKC_RULES_B is joined three times, once for each rule information category: SOPMSC (method/structure), SOPAMT (payment amount), and SOPSST (status).
  • FND_LOOKUPS is joined four times to decode lookup codes for pricing method (OKL_PRICING_METHOD), book class (OKL_BOOK_CLASS), payment plan status (OKL_PAYMENT_PLAN_STATUS), and payment structure (OKL_PAYMENT_STRUCTURES).
  • OKL_LS_RT_FCTR_SETS_B is outer-joined via RULE_INFORMATION2 to resolve rate factor set names when the pricing method is 'RC'.

Key Columns

  • PAYMENT_PLAN_ID – Identifier of the payment plan, derived from the rule group's CLE_ID.
  • CHR_ID – Contract or quote header identifier linking the plan to its parent document.
  • NAME – Composed pricing method meaning concatenated with either the rate factor set name or RULE_INFORMATION7.
  • BOOK_CLASS – Decoded book classification value from the OKL_BOOK_CLASS lookup; this is the column most commonly associated with searches for "book_class".
  • PAYMENT – Payment amount sourced from SOPAMT.RULE_INFORMATION5.
  • STATUS – Decoded payment plan status from OKL_PAYMENT_PLAN_STATUS.
  • PAYMENT_STRUCTURE – Decoded structure meaning from OKL_PAYMENT_STRUCTURES.

Common Use Cases and Queries

Typical scenarios include rendering the Plan Summary region on the Quote Details screen, extracting plan-level attributes for lease reporting, and reconciling book classification against pricing method.

To retrieve all plans for a specific quote:

  • SELECT payment_plan_id, chr_id, name, book_class, payment, status, payment_structure FROM apps.okl_so_plan_summary_uv WHERE chr_id = :chr_id;

To filter by book classification, the column most often sought in "book_class" searches:

  • SELECT chr_id, payment_plan_id, name, payment, status FROM apps.okl_so_plan_summary_uv WHERE book_class = :book_class_meaning;

Because the view performs lookup decoding at query time, filters should reference decoded meanings rather than lookup codes. Access is granted through standard APPS responsibility and MO: Operating Unit security, and reports should observe the same responsibilities applied to the Quote Details UI.