Results for “pqh_budget”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

APPS.PQH_BUDGET is the core PL/SQL package body that implements budget worksheet processing within Oracle E-Business Suite HRMS/Advanced Benefits, specifically the budget and compensation worksheet functionality used by line managers and compensation administrators. The package supports the Public Sector/Enterprise Compensation budgeting flow in EBS 12.1.1 and 12.2.2, where planned budgets are modeled across organizations, jobs, positions, grades, and periods. It coordinates the lifecycle of budget worksheets: locking them against concurrent edits, propagating changes down the worksheet hierarchy, copying and inserting budget records, and completing the associated workflow. Internally the header shows a version of pqprochg.pkb (120.3.12000000.2) and defines several PL/SQL collections, including t_prd_rec, which carries start_date, unit1_value, unit2_value, and unit3_value. The unit2_value field is the second budgeted numeric measure per period record, and it is through this structure that callers allocate or adjust budget amounts across the three standard unit columns that the budget worksheets expose.

Key Procedures and Functions

The documented API surface contains 76 procedures/functions. Core entry points include:

• lock_worksheet_detail — Obtains a row-level lock on a worksheet detail by ID and object version, returning status 'Y' or 'N'.
• lock_children / lock_all_children — Locks child worksheet rows to prevent concurrent modification during propagation.
• complete_workflow — Signals completion of the worksheet's workflow process so downstream approvals can proceed.
• post_changes — Commits the worksheet's changes to the persistent budget tables.
• propagate_worksheet_changes / propagate_budget_changes / propagate_period_changes — Cascade edits (including unit value changes) through worksheet, budget, and period hierarchy levels.
• delete_delegate / delete_delegate_chk / delegate_adjustment / delegate_delete_adjustment — Handle delegate adjustments and their associated deletions and checks.
• insert_from_budget — Seeds worksheet detail rows from an existing budget.
• populate_bud_grades / populate_bud_jobs / populate_bud_positions / populate_bud_organizations / populate_del_orgs — Populate budget worksheet rows for grades, jobs, positions, and organizations, or flag organizations for deletion.
• copy_all_budget_details / copy_budget_details — Duplicate budget detail records, typically from a source budget or version.

Tables Accessed

The package reads and writes the PQH budget schema plus supporting HRMS lookup tables:

• PQH_BUDGETS, PQH_BUDGET_DETAILS, PQH_BUDGET_ELEMENTS, PQH_BUDGET_PERIODS, PQH_BUDGET_VERSIONS, PQH_BUDGET_SETS, PQH_BUDGET_FUND_SRCS — The budget worksheet and period entities, including the per-period unit values (unit1/unit2/unit3) that t_prd_rec.unit2_value represents.
• PER_GRADES, PER_VALID_GRADES, PER_JOBS, PER_TIME_PERIODS, PER_ORG_STRUCTURE_ELEMENTS — Validate and resolve grades, jobs, time periods, and organization hierarchy.
• HR_ORGANIZATION_INFORMATION, HR_ORG_INFO_TYPES_BY_CLASS — Derive organizational attributes used in population and propagation logic.
• FND_USER — Identify users for locking, delegation, and audit context.

Usage Notes

PQH_BUDGET is invoked primarily from the budget worksheet and compensation workbench Forms, which call the lock, populate, and copy procedures before allowing edits, and the propagate/post procedures on save. It is also referenced by six other packages, making it a shared internal API rather than a standalone concurrent program entry point. Custom code should call the documented procedures with the worksheet detail or transaction category identifiers and object version numbers supplied by the form, and should respect the lock status returned before performing updates. Because the package manipulates object version numbers and row locks, it should be invoked inside the standard HRMS date-tracked transaction context.