Results for “tax_rounding_rule”

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

Overview

XTR_TAX_BROKERAGE_SETUP_V is a reporting view owned by the APPS schema in Oracle E-Business Suite, belonging to the XTR (Treasury) product family. It presents the configuration of tax and brokerage deductions applied to treasury deals and instruments. The view exposes the setup records that determine how withholding tax, brokerage, and similar charges are calculated, rounded, and settled. Because it consolidates deal-type, rate-group, payee, and rounding attributes into a single projection, it serves as a convenient integration and reporting point for Treasury users, concurrent programs, and external interfaces that must reference tax and brokerage rules without joining the underlying setup table directly. The view is documented as VALID and available in both 12.1.1 and 12.2.2 environments, and its structure aligns with ETRM 12.2.2 metadata. Practically, the view acts as the read-only face of the tax brokerage configuration module, and it is the object most often cited when a user searches for the TAX_ROUNDING_RULE attribute.

Underlying Base Objects

The view is defined exclusively over the base table XTR_TAX_BROKERAGE_SETUP, which is referenced through its APPS synonym. The view adds no joins, filters, or aggregations; every column in the view maps one-to-one to a column in the base table. This design means the view is a straightforward projection rather than a transformation layer. Consequently, any insert, update, or delete against the setup configuration must be performed on the underlying table through the supported Treasury setup forms or APIs; the view itself is intended for query and reporting only. Because the definition is so thin, the view inherits the base table's indexing, privileges, and row-level security characteristics, and performance is governed entirely by the access path chosen for XTR_TAX_BROKERAGE_SETUP.

Key Columns

• DEDUCTION_TYPE – Classifies the deduction, distinguishing tax from brokerage-style charges.
• REFERENCE_CODE – User-defined identifier used to cross-reference the setup record.
• RATE_GROUP – Rate group to which the deduction belongs, driving rate determination.
• CALC_TYPE – Calculation basis or method applied when computing the deduction.
• DESCRIPTION, PAYEE – Descriptive text and the party to whom the deduction is payable.
• NOMINAL_ANNUAL_TAX_BREAK – Threshold or break value used in annual tax treatment.
• DEAL_TYPE, AUDIT_INDICATOR, AUTHORISED – Deal classification, audit flag, and authorisation status controlling applicability.
• TAX_ROUNDING_RULE, TAX_ROUNDING_PRECISION – The rounding methodology and number of decimal places applied to computed tax amounts, directly relevant to the searched term.
• TAX_SETTLE_METHOD – Method by which the tax amount is settled.
• CREATED_BY/ON, UPDATED_BY/ON – Standard audit trail columns.

Common Use Cases and Queries

The view is typically queried to audit rounding behaviour, reconcile payable amounts, or feed downstream interfaces. A common query returns all authorised setup rows with their rounding configuration, and a variant filters by rounding rule or deal type.

• Audit all rounding rules: SELECT reference_code, deal_type, tax_rounding_rule, tax_rounding_precision FROM xtr_tax_brokerage_setup_v WHERE authorised = 'Y';
• Filter by rounding rule: SELECT deduction_type, rate_group, calc_type, tax_rounding_rule FROM xtr_tax_brokerage_setup_v WHERE tax_rounding_rule = :p_rule;
• List settlement methods by deal type: SELECT deal_type, tax_settle_method, payee FROM xtr_tax_brokerage_setup_v WHERE deal_type = :p_deal_type ORDER BY reference_code;

These queries support setup validation, change control review, and migration testing between 12.1.1 and 12.2.2.