Results for “post30jun1983_value”

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Overview

APPS.PAY_AU_RECON_SUMMARY is a payroll reconciliation helper package used by Oracle E-Business Suite Australian Payroll (Payrolls for Australia, "AU"). Its documented role is to assemble and return the individual components that appear on the Australian Payment Summary (PAYG Summary) and on the associated reconciliation report, so that gross earnings, allowance, deduction, tax, and Lump Sum amounts can be derived from balances held in the Oracle Payroll balance architecture rather than recomputed by each consumer.

The change history embedded in the source indicates the package was created in April 2003 and subsequently patched through a long series of bug fixes relating to Retro Allowances, ETP (Eligible Termination Payment) pre/post-1983 treatment, Lump Sum E thresholds, and the use of secured versus base tables. Several revisions (for example 1.10 and 1.11) were specifically introduced for performance improvement of the reconciliation report, and revision 1.14 aligned the package with the payroll archive code by reading base tables instead of secured views. The package is therefore best understood as a reporting and reconciliation engine layered over salary, allowance, deduction, tax, and termination balances, and its consumers are the Payment Summary reporting routines rather than online transactional forms.

Key Procedures and Functions

The package exposes 34 documented procedures and functions. The principal groups are:

• Balance retrieval: GET_VALUE_BBR fetches a single balance value keyed against a balance identifier, while GET_BAL_VALUE_NEW is the newer accessor used to obtain a balance amount — the term by which users most commonly search for this package. POPULATE_BAL_IDS is used to pre-load the set of balance identifiers required for a run, and GET_VALUE_BBR/GET_BAL_VALUE_NEW then read against that populated set.
• Gross and allowance aggregation: TOTAL_GROSS returns total gross earnings; GET_TOTAL_ALLOWANCES, GET_TOTAL_FBT, GET_TOTAL_CDEP and GET_TOTAL_WORKPLACE return allowance, fringe benefits tax, Commonwealth Department of Education payments, and workplace-related amounts respectively; ADJUST_RETRO_GROUP_ALLOWANCES adjusts grouped allowance totals for retroactive recalculations.
• Lump Sum components: TOTAL_LUMP_SUM_A_PAYMENTS, TOTAL_LUMP_SUM_B_PAYMENTS, TOTAL_LUMP_SUM_D_PAYMENTS and TOTAL_LUMP_SUM_E_PAYMENTS produce the four Lump Sum categories required on the Australian Payment Summary. Revision 1.16 records a rule whereby a single Lump Sum E payment below 400 is subtracted from the Lump Sum E total.
• Deductions and other amounts: TOTAL_UNION_FEES, TOTAL_TAX_DEDUCTIONS, TOTAL_RESC, TOTAL_FOREIGN_INCOME and TOTAL_INVALIDITY_PAYMENTS return the corresponding summary lines.
• Termination and ETP: ETP_DETAILS, POST30JUN1983_VALUE and the ETP pre/post ratio logic support Eligible Termination Payment reporting, distinguishing pre- and post-30 June 1983 components. Revision 1.8 added a flag to indicate whether the function was called from the Termination form.

Tables Accessed

The package reads and writes a defined set of APPS synonyms:

• Payroll balance definitions: PAY_BALANCE_TYPES, PAY_DEFINED_BALANCES, PAY_BALANCE_DIMENSIONS, PAY_BALANCE_ATTRIBUTES, PAY_BALANCE_FEEDS_F and FF_GLOBALS_F supply the balance metadata and global values needed to resolve each summary figure.
• Assignment and person data: PER_ALL_ASSIGNMENTS_F and PER_ALL_PEOPLE_F provide assignment and person context, while PAY_ASSIGNMENT_ACTIONS and PAY_ASSIGNMENT_ACTIONS_S link assignments to payroll actions. A check of the form g_asg_ids_t.exists(p_assignment_id) in the function CHECK_ASGID (revision 1.13) is used to confirm the assignment belongs to the processed set.
• Payroll run / concurrent program data: PAY_PAYROLL_ACTIONS, PAY_ACTION_INTERLOCKS, FND_CONCURRENT_REQUESTS and FND_NEW_MESSAGES allow the package to identify the processed action and to report messages back to the user.
• Organization: HR_ALL_ORGANIZATION_UNITS is used for the organization context of reconciliation.

Usage Notes

The package is not an end-user API; it is invoked internally by the Australian Payment Summary and reconciliation processing, most commonly through the Payment Summary report / concurrent program and the Termination form for ETP components. Revision 1.8 explicitly noted the need to detect whether the function was invoked from the Termination form, confirming that the Termination form is a caller. Because changes in revisions 1.14 onward switched from secured views to base tables to keep in step with the payroll archive code, custom code should not rely on the package for ad hoc balance queries. Sites that extend the summary should call GET_BAL_VALUE_NEW and the TOTAL_* functions rather than reading the underlying balance tables directly, to preserve retroactive adjustment and archive-synchronisation behaviour.