Results for “tax_upfront_yn”

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Overview

OKL.OKL_TRX_TYPES_B is the transaction type definition table within the Oracle E-Business Suite Leasing and Finance Management (OKL) module. It serves as a central reference for every transaction that originates in a lease or loan contract — from initial origination through billing, invoicing, asset booking, tax determination, and accounting event classification. Each row defines a distinct transaction type, its classification, and the default processing rules applied when that transaction is executed against a contract. In Oracle EBS 12.1.1 and 12.2.2 the table is a seeded and user-extensible setup object, populated during implementation and referenced continuously by runtime processing.

Because the table holds descriptive setup attributes that describe transaction types rather than the events themselves, it behaves as a reference or "hub-leaning" object from a Data Vault modeling perspective. The documentation's heuristic classification of hub-leaning is consistent with its role: it has its own surrogate key, holds relatively stable descriptor columns, and is referenced by a broad set of transactional and configuration tables.

Key Information Stored

The primary key is the surrogate column ID, enforced by the unique index OKL_TRX_TYPES_B_PK. A second unique index, TRY_AEX_UK, spans TRY_ID and ZD_EDITION_NAME, marking TRY_ID as the primary business-key candidate used externally by foreign key references throughout the OKL schema.

• ID — surrogate primary key, internal system-generated identifier.
• TRY_ID — business key for the transaction type; the column referenced by nearly every dependent table.
• TRY_ID_FOR — self-referencing pointer identifying a related or parent transaction type, used to associate derivative transaction types.
• TRY_TYPE — classifies the transaction type (for example, origination, billing, or adjustment categories).
• TRX_TYPE_CLASS — higher-level grouping that drives accounting and processing behavior.
• AEP_CODE — links the transaction type to an accounting event processing code.
• ACCOUNTING_EVENT_CLASS_CODE — determines how the transaction maps to subledger accounting events.
• ILC_ID — identifier linking the transaction type to interest and fee calculation configuration.
• TAX_UPFRONT_YN, TAX_INVOICE_YN, TAX_SCHEDULE_YN — flags governing whether tax is collected upfront, invoiced, or scheduled.
• FORMULA_YN — indicates whether a formula governs amounts for the transaction type.
• ORG_ID — operating unit context for multi-org enabled access.
• OBJECT_VERSION_NUMBER — optimistic locking column supporting concurrent update control.
• ZD_EDITION_NAME — editioning column introduced under the 12.2 online patching architecture.

Common Use Cases and Queries

Typical reporting resolves a transaction's business key back to its descriptive definition, or lists all transaction types with their tax and accounting behavior. A representative lookup query is:

• SELECT TRY_ID, TRY_TYPE, TRX_TYPE_CLASS, AEP_CODE, TAX_UPFRONT_YN FROM OKL_TRX_TYPES_B WHERE TRY_ID = :p_try_id;
• Listing transaction types by accounting event class for reconciliation: SELECT TRY_ID, TRY_TYPE FROM OKL_TRX_TYPES_B WHERE ACCOUNTING_EVENT_CLASS_CODE = :p_class ORDER BY TRY_ID;
• Resolving the self-referenced parent type: SELECT c.TRY_ID, p.TRY_ID AS PARENT_TRY FROM OKL_TRX_TYPES_B c, OKL_TRX_TYPES_B p WHERE c.TRY_ID_FOR = p.TRY_ID;

These patterns are common in subledger reconciliation, tax configuration reporting, and resolution of transaction attributes in custom billing or accounting extracts.

Related Objects

The table is heavily referenced. Prominent dependent objects include:

• OKL_TRX_CONTRACTS_ALL / OKL_TRX_CONTRACTS — join on TRY_ID; the main transaction records for contracts.
• OKL_TRX_AR_INVOICES_B — receivable invoices generated from transactions.
• OKL_TRX_AP_INVOICES_B / OKL_TRX_AP_INVS_ALL_B — payable invoice transactions.
• OKL_TRX_ASSETS — asset booking transactions linked by TRY_ID.
• OKL_TRX_ACCT_OPTS / OKL_TRX_ACCT_OPTS_ALL — accounting options per transaction type.
• OKL_AE_TEMPLATES_ALL / OKL_AE_TEMPLATES — accounting event templates referencing TRY_ID.
• OKL_TAX_SOURCES / OKL_TAX_BASIS_OVERRIDE / OKL_TAXBASISOVERRIDE_ALL — tax configuration keyed to transaction type.
• OKL_EXT_AP_HEADER_SOURCES_B, OKL_EXT_AR_HEADER_SOURCES_B, OKL_EXT_FA_HEADER_SOURCES_B — external header sourcing definitions.

These relationships confirm OKL_TRX_TYPES_B as a foundational setup hub whose TRY_ID key underpins transaction, tax, accounting, and asset processing across the OKL application.