Results for “taxable_basis_flag”

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

Overview

The ZX_DETERMINING_FACTORS_B table is a core configuration object within the Oracle E-Business Tax (ZX) module of Oracle E-Business Suite. It stores the determining factors that are used to define conditions for tax rules. Each row in the table represents a single determining factor — an attribute such as a tax regime, tax, tax jurisdiction, tax status, or a configurable flexfield-based value — that the E-Business Tax rules engine evaluates when determining how a transaction should be taxed.

Determining factors are the building blocks of the rule-based tax determination model in ETRM. When a user defines a tax rule in the Tax Configuration Manager, the rule's condition is expressed as one or more determining factors, and the resulting action is drawn from tax rule types. This table holds the master definition of each factor: its classification, its code, the value set used to validate permissible values, and various control flags that indicate where the factor is applicable within tax setup and transaction processing.

Under a heuristic Data Vault classification, ZX_DETERMINING_FACTORS_B is satellite-leaning. It functions as a descriptive attribute container attached to a business key composed of the determining factor class code and determining factor code, rather than acting as a hub (which would hold only the unique business key) or a link (which would resolve many-to-many relationships). Modeling it as a satellite reflects its role as the primary repository of descriptive metadata about each determining factor. The table also carries the ZD_EDITION_NAME column, which supports Oracle's editioning and reference-data versioning strategy.

Key Information Stored

The table contains 26 documented columns. The most significant are summarized below.

• DETERMINING_FACTOR_CODE and DETERMINING_FACTOR_CLASS_CODE — Together these form the composite business key. The class code groups factors into functional families (for example, regime-level or transaction-level factors), while the code uniquely identifies the factor within that class.
• DETERMINING_FACTOR_ID — The surrogate primary key column of ZX_DETERMINING_FACTORS_PK. This is a system-generated identifier used for foreign key relationships.
• VALUE_SET — Names the Oracle Flexfield value set (validated against FND_FLEX_VALUE_SETS) that supplies the permissible values for the factor. This drives the list of values presented during rule setup.
• TAX_PARAMETER_CODE and DATA_TYPE_CODE — Identify the underlying tax parameter and the data type (character, number, date, etc.) used to interpret and validate factor values.
• TAX_FUNCTION_CODE — Associates the factor with a tax function, aligning it to the calculation or processing stage where it applies.
• RECORD_TYPE_CODE — Indicates the record type context for the factor, distinguishing setup versus transaction usages.
• TAX_REGIME_DET_FLAG, TAX_SUMMARIZATION_FLAG, TAX_RULES_FLAG, TAXABLE_BASIS_FLAG, and TAX_CALCULATION_FLAG — Control flags that determine where the factor may be used: regime determination, tax summarization, tax rules, taxable basis, and tax calculation respectively.
• INTERNAL_FLAG and RECORD_ONLY_FLAG — Govern whether the factor is reserved for internal use and whether it is informational (record-only) rather than rule-driving.
• ZD_EDITION_NAME — Supports editioning and reference-data version control; it participates in both unique indexes.
• Audit columns — CREATION_DATE, LAST_UPDATE_DATE, CREATED_BY, LAST_UPDATED_BY, LAST_UPDATE_LOGIN, REQUEST_ID, PROGRAM_APPLICATION_ID, PROGRAM_ID, PROGRAM_LOGIN_ID, and OBJECT_VERSION_NUMBER provide standard WHO audit and concurrency control.

Two unique indexes define business-key candidates beyond the primary key: ZX_DETERMINING_FACTORS_B_U1 (DETERMINING_FACTOR_ID, ZD_EDITION_NAME) and ZX_DETERMINING_FACTORS_B_U2 (DETERMINING_FACTOR_CODE, DETERMINING_FACTOR_CLASS_CODE, ZD_EDITION_NAME). The U2 index is the true natural-key candidate for the factor definition within a given edition.

Common Use Cases and Queries

Typical uses center on tax rule configuration review, diagnostics, and reporting.

• Listing all determining factors available for a specific functional area:

SELECT determining_factor_class_code,
       determining_factor_code,
       value_set,
       data_type_code
FROM   zx.zx_determining_factors_b
WHERE  tax_rules_flag = 'Y'
AND    zd_edition_name = '<edition>';

• Retrieving the value set used to validate a factor, joined to FND_FLEX_VALUE_SETS:

SELECT df.determining_factor_code,
       fvs.flex_value_set_name
FROM   zx.zx_determining_factors_b df,
       fnd.fnd_flex_value_sets   fvs
WHERE  df.value_set = fvs.flex_value_set_name
AND    df.determining_factor_class_code = :class_code;

• Identifying record-only or internal factors that should be excluded from end-user rule screens.
• Auditing who last modified a factor definition using LAST_UPDATED_BY and LAST_UPDATE_DATE.
• Reconciling factor definitions against templates in ZX_DET_FACTOR_TEMPL_DTL to ensure template-to-factor consistency.

Because ZX_DETERMINING_FACTORS_B is reference/configuration data, custom code should treat it as read-only; modifications should be performed through the E-Business Tax setup UI or supported APIs, and direct DML should generally be avoided except by Oracle-provided processes.

Related Objects

The following objects are most significant to this table:

• FND_FLEX_VALUE_SETS — Referenced via ZX_DETERMINING_FACTORS_B.VALUE_SET; supplies the permissible values for each determining factor.
• ZX_DET_FACTOR_TEMPL_DTL — The detail table of determining-factor templates; it references this table via DETERMINING_FACTOR_CLASS_CODE and DETERMINING_FACTOR_CODE. This is the primary downstream dependent.
• ZX_DETERMINING_FACTORS_TL — The translated (language) companion table storing factor names and descriptions keyed by DETERMINING_FACTOR_ID.
• ZX_RULES_B and its related rule condition/action tables — Consume determining factors when defining rule conditions.
• ZX_TAX_PARAMETERS_B — Supplies TAX_PARAMETER_CODE definitions referenced by the factor.
• ZX_REGIMES_B, ZX_TAXES_B, ZX_JURISDICTIONS_B, and ZX_STATUS_B — Provide the underlying tax entities whose values are surfaced through determining factors.

Collectively, these objects form the configuration backbone of E-Business Tax rule determination, with ZX_DETERMINING_FACTORS_B acting as the central definition point for the conditions evaluated by the tax engine.