Search Results validate_setup

Overview

The AS_VALIDATE_SETUP package is a diagnostic utility within the Oracle E-Business Suite Sales Foundation (AS) module. Its core business function is to perform a comprehensive validation of the Oracle Sales and TeleSales application setup, ensuring that all interdependent configuration data is complete, consistent, and correctly defined before users begin transactional processing.

In the context of Oracle EBS 12.1.1 and 12.2.2, the Sales Foundation module acts as the backbone for critical sales-related objects such as leads, opportunities, territories, sales stages, sales credits, and salesforce hierarchies. The AS_VALIDATE_SETUP package acts as a centralized health-check routine. It systematically inspects the setup and profile options that govern these entities. Its purpose is to prevent runtime errors and data corruption that could occur if a sales representative attempted to create a lead or opportunity within a misconfigured environment. By detecting missing or invalid setup data early, it provides administrators with actionable information to correct the configuration prior to go-live or after a patch application.

Key Procedures and Functions

The ETRM metadata documents a single public procedure within this package:

• VALIDATE_SETUP: This is the primary entry point for the package's functionality. It accepts parameters to return a status buffer and a numeric return code, and it optionally receives an upgrade flag to alter validation behavior. The procedure iterates through the entire Sales Foundation setup, validating the presence and integrity of key configuration elements. Its findings are returned in the error buffer and return code, which are typically used by a concurrent program to report results to the user. The inclusion of the p_upgrade parameter indicates that the validation rules can be adjusted when running during an upgrade cycle, potentially tolerating certain conditions that are acceptable during a patch or migration but not in a steady-state production environment.

No other public procedures or functions are documented for this package, confirming it is a purpose-built validation tool rather than a multi-purpose API library.

Tables Accessed

The package references a specific set of tables via APPS synonyms, which directly reflects the scope of the Sales Foundation setup it validates:

• AS_CONTACT_FAMILY, AS_PE_INT_CATEGORIES: Validates contact and interest code setups.
• AS_SALES_STAGES_ALL_B, AS_FORECAST_PROB_ALL_B: Checks sales stage definitions and associated forecast probabilities.
• AS_TERRITORIES_ALL, AS_TERRITORY_VALUES_ALL, AS_TERR_TYPE_QUALIFIERS: Verifies territory and qualifier setup, which is essential for sales credit assignment.
• AS_LEADS_ALL, AS_FST_SALES_CATEGORIES: Inspects lead and sales category configurations.
• AS_SALES_CREDITS, AS_SALESFORCE, AS_SALES_GRP_ADMIN, AS_MC_TYPE_MAPPINGS: Validates sales credit rules, salesforce hierarchy, group administration, and multi-currency type mappings.
• FND_LOOKUP_VALUES, FND_PROFILE_OPTIONS: Confirms that required lookups and system profile options, which control behavior across the AS module, are correctly defined.

The breadth of these references demonstrates that the package is the central checkpoint for all foundational sales data, ensuring that the various setups are not only present but also logically consistent with one another.

Usage Notes

AS_VALIDATE_SETUP is typically invoked through a concurrent program in Oracle EBS, often named "Validate Sales Setup" or similar. Administrators run this program after initial implementation, following upgrades or patches, and periodically as a preventive maintenance check. While the package is not documented as being referenced by other packages, its procedure is designed for direct invocation from the concurrent manager or from custom PL/SQL code where a programmatic validation of sales setup is required.

When the concurrent program is executed, the procedure populates the ERRBUF and RETCODE parameters to produce a log output that details any validation failures. A successful validation allows the implementation to proceed confidently, while errors guide the administrator to the specific setup area requiring correction. It is not intended to modify data; its function is strictly read-only validation.