Search Results retrieve_latest_actuals

Overview

BIS_ACTUAL_PUB is a public PL/SQL API package in the Oracle EBS Balanced Scorecard (BIS) product family. It exposes the core business logic used by Oracle Balanced Scorecard to capture, retrieve, and validate actual performance values associated with the indicators and key performance indicators (KPIs) that users monitor on their personal homepage or within summary reports. The package functions as the supported entry point for integration with the scorecard indicator infrastructure, delegating substantial processing to internal utilities and to the companion packages BIS_INDICATOR_REGION_PUB, BIS_TARGET_LEVEL_PUB, and BIS_UTILITIES_PUB. As a PUB-classified API, it is intended for supported external invocation rather than for internal-only use, and the presence of standard FND_API return status, message count, and message data parameters on its procedures confirms conformance to the Oracle Application Object Library API conventions used throughout Release 12.1.1 and 12.2.2. The package body header indicates a long-maintained lineage (last updated in 2003), reflecting its stability across the 11i and R12 code lines.

Key Procedures and Functions

• RETRIEVE_USER_SELECTIONS — Returns the KPIs and indicators that a user has selected to monitor on the personal homepage or within a summary report. It is documented as being called before POST_ACTUAL, establishing the selection context required for subsequent actual-value posting.
• POST_ACTUAL — Posts actual performance values into the scorecard for the selected indicators, following the selection retrieval performed by RETRIEVE_USER_SELECTIONS.
• RETRIEVE_ACTUAL — Retrieves a single actual value for a specified indicator or period.
• RETRIEVE_ACTUALS — Retrieves a set (collection) of actual values, typically across multiple indicators or time periods.
• RETRIEVE_LATEST_ACTUAL — Returns the most recent actual value recorded for a given indicator.
• RETRIEVE_LATEST_ACTUALS — Returns the latest actual values across a group of indicators.
• VALIDATE_ACTUAL — Validates actual value data prior to posting or persistence, supporting error collection through the standard ETRM error table type.

Internally, RETRIEVE_USER_SELECTIONS resequences dimension levels for product teams still using Organization and Time dimensions, then invokes BIS_INDICATOR_REGION_PUB.Retrieve_User_Ind_Selections, and iterates over the returned indicator-region collection to resequence indicator dimension level values via BIS_UTILITIES_PVT.

Tables Accessed

The ETRM metadata documents a single referenced table accessed through an APPS synonym: PLITBLM. This table participates in the storage and lookup of Balanced Scorecard indicator and performance data, and is the primary persistence object touched by the actual-value retrieval and posting operations. The package additionally relies heavily on PL/SQL record and collection types defined in BIS_TARGET_LEVEL_PUB, BIS_INDICATOR_REGION_PUB, and BIS_UTILITIES_PUB rather than on direct table access for selection and validation logic.

Usage Notes

BIS_ACTUAL_PUB is designed to be invoked from Oracle Forms, concurrent programs, and custom PL/SQL code that must interact with Balanced Scorecard actual values in a supported manner. Callers should invoke RETRIEVE_USER_SELECTIONS before POST_ACTUAL so that the correct indicator and target-level context is established. All public procedures follow the FND_API error-handling model: callers must inspect x_return_status for FND_API.G_RET_STS_SUCCESS, check x_msg_count, and retrieve messages through FND_MSG_PUB to surface x_msg_data and the returned error table. Because the package is referenced by nineteen other packages, changes to its behavior can propagate widely across the BIS module; customizations should therefore use the published procedures rather than modifying the package body directly.