Results for “pending_close”

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Overview

OZF_CLAIM_SETTLEMENT_PVT is a private (PVT) PL/SQL API in the Oracle E-Business Suite Trade Management (formerly Oracle Trade Management, OZF schema) module. It supports the settlement processing of customer claims, deductions, overpayments, and charges that flow through the claims lifecycle. The package encapsulates the business logic required to move a claim from approval through settlement to final closure, manage workflow-driven status transitions, validate transaction balances, and raise the internal business events that coordinate downstream activity. As a private package, it is not intended to be called directly by external applications; it is consumed by the public claim APIs and concurrent programs that perform settlement and closure processing.

The package body defines several class-name constants (CLAIM, DEDUCTION, OVERPAYMENT, CHARGE) and an approval-type constant (CLAIM). A notable internal procedure, Process_Settlement_WF, is documented in the header excerpt. It invokes OZF_AR_SETTLEMENT_PVT.Start_Settlement with p_prev_status => 'APPROVED', p_curr_status => 'PENDING_CLOSE', and p_next_status => 'CLOSED', which is the mechanism that drives a settled claim toward the closed state. This relates directly to the "pending_close" search term, since that is the intermediate status a claim holds between settlement and final closure.

Key Procedures and Functions

• CHECK_TRANSACTION_BALANCE — Validates that the monetary amounts associated with a claim's settlement transactions balance correctly before settlement or closure proceeds.
• COMPLETE_SETTLEMENT — Finalizes the settlement process for a claim, updating the relevant claim and settlement document records to reflect that the settlement has been completed.
• SETTLE_CLAIM — Performs the core settlement logic that applies claim lines and funds utilization against the claim, transitioning the claim into the settlement workflow.
• RAISE_BUSINESS_EVENT — Publishes the Oracle Workflow business event used to notify subscribers (such as status-change or approval listeners) of a claim settlement milestone.
• CLAIM_APPROVAL_REQUIRED — Determines whether a given claim requires approval, typically by evaluating the applicable custom setup attributes, so the caller knows whether to route the claim through approval before settlement.

Tables Accessed

• OZF_CLAIMS / OZF_CLAIMS_ALL — The primary claim headers holding status, amounts, and attributes being settled.
• OZF_CLAIM_LINES / OZF_CLAIM_LINES_ALL — Claim line detail that is validated and settled.
• OZF_CLAIM_LINES_UTIL / OZF_CLAIM_LINES_UTIL_ALL and OZF_FUNDS_UTILIZED_ALL_B — Record fund utilization against claim lines during settlement.
• OZF_SETTLEMENT_DOCS — Stores the settlement documents generated or updated during claim closure.
• OZF_SYS_PARAMETERS / OZF_SYS_PARAMETERS_ALL and AMS_CUSTOM_SETUP_ATTR — Supply configuration and custom setup values used by validation and approval-required logic.
• AR_PAYMENT_SCHEDULES / AR_PAYMENT_SCHEDULES_ALL — Link the claim to receivable payment schedules for balance and settlement checks.
• HZ_CUST_ACCOUNTS and OZF_CUST_TRD_PRFLS — Provide customer account and trading profile context for the claim's trading partner.

Usage Notes

OZF_CLAIM_SETTLEMENT_PVT is invoked indirectly through the public claim APIs, Oracle Forms (such as the Claim and Settlement workbenches), and concurrent programs that process claim settlement and closure. It is referenced by five other packages, confirming its role as an internal building block. The "pending_close" status is significant: after a claim is approved, settlement places it in PENDING_CLOSE before Process_Settlement_WF advances it to CLOSED. Custom code should not call this private package directly; instead, developers should use supported public APIs, while those troubleshooting status transitions or stuck claims should examine this package's settlement and workflow logic in Oracle EBS 12.1.1 and 12.2.2 environments.