Search Results pqh_budgets

Overview

The PQH_BUDGETS table is a core data object within the Oracle E-Business Suite Public Sector Human Resources (PQH) module. It serves as the master repository for defining and storing high-level budget definitions. A budget in this context is a financial plan for personnel costs, typically associated with a specific organizational unit, project, or funding source over a defined period. The table's primary role is to establish the budgetary framework, including its name, associated accounting calendar, and unit structure, upon which detailed budget versions and transactional worksheets are built for planning and control purposes.

Key Information Stored

The table's structure is designed to capture essential budget metadata. The primary identifier is the BUDGET_ID (Primary Key). A unique BUDGET_NAME is also enforced to ensure clarity. A critical column is PERIOD_SET_NAME, which is a foreign key to the PAY_CALENDARS table. This link defines the accounting period structure (e.g., fiscal year, periods) applicable to the budget, directly connecting budget planning to the payroll calendar. Furthermore, the table includes columns for up to three budget unit identifiers (BUDGET_UNIT1_ID, BUDGET_UNIT2_ID, BUDGET_UNIT3_ID), each a foreign key to PER_SHARED_TYPES. These fields allow for flexible categorization and hierarchical grouping of budgets, such as by department, program, or fund.

Common Use Cases and Queries

This table is central to budget setup and inquiry processes. A common use case is retrieving all budgets linked to a specific payroll calendar for period-end reporting. Another is listing budgets by their organizational unit for managerial review. Sample queries include fetching basic budget details with their associated calendar name, or identifying budgets that have not yet been populated with detailed versions.

• Sample Query: Budgets with Calendar Information
  SELECT pb.budget_name, pb.budget_id, pc.pay_calendar_name
FROM pqh_budgets pb, pay_calendars pc
WHERE pb.period_set_name = pc.period_set_name;
• Sample Query: Budgets by Unit
  SELECT pb.budget_name, pst.meaning AS budget_unit
FROM pqh_budgets pb, per_shared_types pst
WHERE pb.budget_unit1_id = pst.shared_type_id;

Related Objects

PQH_BUDGETS has integral relationships with several key objects, forming the core of the budget management functionality. It is the parent table for PQH_BUDGET_VERSIONS, which stores multiple iterations or fiscal years of detailed budget figures for a single master budget definition. It is also referenced by PQH_WORKSHEETS, which holds transactional budget entries and allocations. As indicated by the foreign keys, it depends on PAY_CALENDARS for its time dimension and on PER_SHARED_TYPES for its categorization units. This network of relationships ensures that budget planning is systematically tied to payroll periods and organizational hierarchy.