Results for “qtd_amount”

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

Overview

PER_BF_BALANCE_AMOUNTS_EFC is a table owned by the HR schema within the PER (Human Resources) product family of Oracle EBS 12.1.1 and 12.2.2. The name follows the standard EBS conventions: the "PER_BF" prefix denotes a Balance/Benefits Fact construct, while the "_EFC" suffix identifies the table as part of the Enterprise Foundation Compensation or Payroll Action processing framework — the object that records the state and action context in which balance amounts are captured. In the context of Oracle EBS, this table stores period-specific balance amounts associated with an EFC action, providing the transactional record of how balances (year-to-date, month-to-date, and so on) are being carried or modified by that action.

From a data-modeling perspective, the metadata's heuristic classification of this table is satellite-leaning. This suggests the table functions as a descriptive satellite that hangs off the core hub represented by HR_EFC_ACTIONS, capturing the changing quantitative descriptors of a business entity (an EFC action) rather than being a hub or link itself. The presence of a composite primary key composed of a surrogate-style balance amount identifier plus the parent action identifier is consistent with a satellite structure keyed to its owning hub.

Key Information Stored

The table contains 10 documented columns in the 12.2.2 physical schema. The most important are as follows:

• BALANCE_AMOUNT_ID — the primary key column for the row (paired with EFC_ACTION_ID) and the surrogate identifier for each balance amount record.
• EFC_ACTION_ID — a foreign key to HR_EFC_ACTIONS, identifying the EFC action with which this balance record is associated. This is the critical business linkage column.
• YTD_AMOUNT — the year-to-date balance amount at the time of the action.
• FYTD_AMOUNT — the fiscal year-to-date balance amount.
• PTD_AMOUNT — the period-to-date balance amount.
• MTD_AMOUNT — the month-to-date balance amount.
• QTD_AMOUNT — the quarter-to-date balance amount.
• RUN_AMOUNT — the amount calculated or run for the specific balance result being processed.
• CURRENCY — the currency in which the balance amount is expressed.
• INPUT_CURRENCY_CODE — the currency code of the originating or input amount, enabling currency conversion and reconciliation.

The unique index PER_BF_BALANCE_AMOUNTS_EFC_PK covers (BALANCE_AMOUNT_ID, EFC_ACTION_ID), confirming the composite nature of the primary key. The documented foreign key PER_BF_BALANCE_AMOUNTS_EFC.EFC_ACTION_ID references HR_EFC_ACTIONS, establishing the parent-child dependency between a balance record and its governing action.

Common Use Cases and Queries

This table is primarily used for reporting and auditing of period-based balances in conjunction with EFC action processing. Typical scenarios include reconstructing the balance picture at the time an action was executed, reconciling YTD and FYTD figures against payroll results, and validating that balance carry-forward amounts were computed correctly during period-end processing.

A representative query joining to the parent action table is:

• SELECT b.BALANCE_AMOUNT_ID, b.YTD_AMOUNT, b.FYTD_AMOUNT, b.RUN_AMOUNT, b.CURRENCY, a.EFC_ACTION_ID FROM PER_BF_BALANCE_AMOUNTS_EFC b, HR_EFC_ACTIONS a WHERE b.EFC_ACTION_ID = a.EFC_ACTION_ID;
• Aggregation by run amount: SELECT EFC_ACTION_ID, SUM(RUN_AMOUNT) FROM PER_BF_BALANCE_AMOUNTS_EFC GROUP BY EFC_ACTION_ID;
• Currency-specific filtering using both the transaction currency and the input currency code for cross-currency reconciliation.

Because the table is satellite-leaning, reporting should always drive from the parent action or a higher-level hub to preserve context and avoid orphaned balance interpretations.

Related Objects

The most significant related objects, based on the documented FK/PK relationships, include:

• HR_EFC_ACTIONS — the parent table referenced by PER_BF_BALANCE_AMOUNTS_EFC.EFC_ACTION_ID; the primary join target for all context-aware queries.
• PER_BF_BALANCE_AMOUNTS_EFC_PK — the unique index enforcing the composite primary key.
• Downstream PER payroll and benefits reporting views that consume balance rows joined through HR_EFC_ACTIONS.
• Concurrent programs and EFC action processing routines that populate this table during action execution.

Any change to the EFC action framework or to currency handling should be assessed against this table, since it stores both the calculated run amount and the input currency code that together determine the final reported balance.