Results for “user_defined_fisc_class”

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

Overview

The view OKL_CS_TAXSCH_TAX_SUM_UV, owned by the APPS schema, is a reporting object within the Oracle Lease and Finance Management (OKL) module. Its stated purpose is to display a tax summary for tax schedule lines. In practical terms, it consolidates tax assessment records generated for lease contracts and exposes them alongside descriptive attributes — customer, line type, stream type, asset location, and a set of tax classification values — so that tax amounts can be reviewed, reconciled, or extracted for reporting without joining the underlying transactional and reference tables manually.

The view is a read-only query object rather than a base table, and it carries the status VALID in the 12.2.2 ETRM metadata. It is typically used in the context of tax schedule processing and downstream reporting, where a financial or tax analyst needs to see the taxed amount per lease line together with the classification that drove the tax determination. Because the view surfaces the tax classification and business category columns directly, it also serves integration and reconciliation purposes where tax engine results must be compared against lease contract attributes.

Underlying Base Objects

The view is defined over a mix of transactional tax sources, lease contract structures, and Oracle E-Business Tax (ZX) reference objects. The documented referenced base objects include OKL_TAX_SOURCES, OKC_K_LINES_B, OKC_LINE_STYLES_B, OKL_STRM_TYPE_B, HZ_CUST_ACCOUNTS, FND_LOOKUPS, and the ZX classification views ZX_FC_CODES_DENORM_B, ZX_FC_PRODUCT_CATEGORIES_V, ZX_FC_USER_DEFINED_V, and ZX_FC_INTENDED_USE_V. It also references OKL_LLA_UTIL_PVT and FND_GLOBAL packages.

The primary driving entity is OKL_TAX_SOURCES (aliased TAXS), which holds the tax schedule line records. This is outer-joined to the contract line and line style objects to bring in descriptive contract context, and to the ZX classification views to resolve the business category, product category, user-defined fiscal class, and intended use that were used in tax determination. HZ_CUST_ACCOUNTS supplies the bill-to customer, while FND_LOOKUPS resolves the line type and stream type meanings. The view is filtered to ACTIVE tax lines with a TAX_CALL_TYPE_CODE of TAX_SCHEDULE, entity code TAX_SCHEDULE_REQUESTS, APPLICATION_ID = 540, event class TAX_SCHEDULE, and transaction level type LINE.

Key Columns

• BILL_TO_CUSTOMER — the account name concatenated with the account number from HZ_CUST_ACCOUNTS.
• TRX_DATE (alias TAX_DATE) — the transaction date of the tax assessment.
• ASSESSABLE_VALUE (alias TAX_AMOUNT) and TOTAL_TAX — the taxable base and the total tax computed.
• TRX_BUSINESS_CATEGORY — sourced from TBC.CONCAT_CLASSIF_NAME in ZX_FC_CODES_DENORM_B; this is the column users typically search for as trx_business_category. It reflects the transaction business category applied during tax determination.
• PRODUCT_CATEGORY, USER_DEFINED_FISC_CLASS, LINE_INTENDED_USE — classification names resolved from the ZX classification views.
• LINE_TYPE and STREAM_TYPE — decoded lookups describing the lease line and its stream purpose.
• ASSET_LOCATION — derived at runtime via OKL_LLA_UTIL_PVT.GET_ASSET_LOCATION(KLE_ID, KHR_ID).
• Identifier and control columns such as KLE_ID, KHR_ID, TRX_ID, TRX_LINE_ID, TRY_ID, LEGAL_ENTITY_ID, ORG_ID, and DEFAULT_TAXATION_COUNTRY.

Common Use Cases and Queries

A frequent requirement is to retrieve the tax summary for a specific lease contract or to inspect records by business category. The following query returns the principal tax summary attributes filtered on the transaction business category.

• SELECT BILL_TO_CUSTOMER, LINE_TYPE, LINE_NAME, TRX_BUSINESS_CATEGORY, TAX_DATE, TAX_AMOUNT, TOTAL_TAX FROM OKL_CS_TAXSCH_TAX_SUM_UV WHERE TRX_BUSINESS_CATEGORY = :category;
• SELECT KLE_ID, TRX_LINE_ID, TOTAL_TAX FROM OKL_CS_TAXSCH_TAX_SUM_UV WHERE KLE_ID = :kle_id;
• SELECT TRX_BUSINESS_CATEGORY, PRODUCT_CATEGORY, SUM(TOTAL_TAX) FROM OKL_CS_TAXSCH_TAX_SUM_UV GROUP BY TRX_BUSINESS_CATEGORY, PRODUCT_CATEGORY;

These patterns support tax reconciliation against the Oracle E-Business Tax repository, review of assessed tax by classification, and reporting extracts filtered by the trx_business_category attribute that the user searched for. Because the view already resolves the lookup meanings and classification names, it is well suited for direct use in concurrent programs, OBIEE/BI Publisher reports, and ad hoc queries within the OKL module.