Search Results process_bal_adj

Overview

PAY_BAL_ADJUST is an Oracle E-Business Suite PL/SQL package owned by the APPS schema that supports the Balance Adjustment process within Oracle Payroll. Its business purpose is to apply manual or systematic adjustments to an assignment's stored balances — such as pay, tax, or accrual balances — without processing a standard payroll run against the assignment. This capability is required when an organization must correct a prior balance, honor an out-of-cycle correction, or record a retroactive adjustment that cannot be reproduced through normal payroll processing.

The package operates as the core engine beneath the Balance Adjustment, Batch Balance Adjustment, and related refinement/cleanup processes. It is classified in the ETRM as an OTHER API, meaning it is primarily an internal processing package consumed by other payroll components rather than a formally published public interface. It is marked VALID in the 12.1.1 / 12.2.2 releases. The package depends on APPS.HR_ENTRY for row-level entry handling and SYS.STANDARD for standard PL/SQL constructs.

Key Procedures and Functions

The ETRM documents six procedures/functions for PAY_BAL_ADJUST. No parameter lists are documented; the descriptions below state purpose only.

• INIT_BATCH — Initializes a batch of balance adjustments, establishing the batch context and control information required before individual adjustment records are processed.
• ADJUST_BALANCE — Performs the balance adjustment logic for an individual assignment or element entry, applying the corrected value to the affected balance.
• PROCESS_BATCH — Drives processing of the full batch defined by INIT_BATCH, iterating the adjustments and invoking the core adjustment logic for each qualifying record.
• RERUN_BATCH — Re-executes a previously submitted batch, typically used to reprocess adjustments that failed or that require reapplication after corrections.
• PROCESS_BAL_ADJ — The central balance adjustment routine, executing the adjustment against the balances and payroll structures involved.

These routines are invoked internally by higher-level packages such as PAY_BATCH_BALANCE_ADJ_PKG and PAY_BAL_ADJUST itself, reflecting the batch-oriented architecture of the feature.

Tables Accessed

The package reads and writes the core Payroll and HR tables (via APPS synonyms) required to resolve elements, inputs, and results:

• PAY_PAYROLL_ACTIONS / PAY_PAYROLL_ACTIONS_S — the payroll action (run) under which adjustments are recorded; the batch operates within an action context.
• PAY_ASSIGNMENT_ACTIONS — links assignments to the payroll action being processed.
• PAY_ELEMENT_ENTRIES_F, PAY_ELEMENT_ENTRY_VALUES_F — the element entry and input value rows that receive adjustment values.
• PAY_ELEMENT_TYPES_F, PAY_ELEMENT_LINKS_F, PAY_INPUT_VALUES_F — element definitions, eligibility links, and valid input values used to validate adjustments.
• PAY_RUN_RESULTS — the run result rows generated or modified by the adjustment.
• PAY_FORMULA_RESULT_RULES_F, FF_FORMULAS_F — formula and result rule metadata used to determine balance impacts.
• PAY_CONSOLIDATION_SETS and PAY_STATUS_PROCESSING_RULES_F — consolidation and status-processing configuration governing batch behavior.
• PER_ALL_ASSIGNMENTS_F — the assignment (person/assignment) against which balances are adjusted.

Usage Notes

PAY_BAL_ADJUST is normally invoked indirectly. In Oracle Payroll, the Balance Adjustment and Batch Balance Adjustment windows and concurrent programs route through packages such as PAY_BATCH_BALANCE_ADJ_PKG and PAY_BALANCE_UPLOAD, which in turn call PAY_BAL_ADJUST. Country-specific routines, including PAY_US_TAX_BALS_ADJ_API and PAY_US_EMP_BALADJ_CLEANUP, also reference it.

Because the package is classified as OTHER, custom code should avoid calling it directly; instead, customizations should use the supported Balance Adjustment API or the Balance Upload interface. Where direct calls are unavoidable, developers must replicate the batch initialization and action context that PAY_BATCH_BALANCE_ADJ_PKG supplies, and must respect payroll action status and consolidation rules. Typical triggering points include the Balance Adjustment concurrent program, batch correction and cleanup processes, and country-specific tax balance adjustments.