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Overview
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Overview

APPS.PSB_WS_SUMMARY_V is a supplementary database view owned by the APPS schema in Oracle E-Business Suite. It is registered in the application design data under the FND Design Data identifier PSB.PSB_WS_SUMMARY_V and is classified with a status of VALID. Its purpose is to flatten and denormalize worksheet and budget group information across several base entities so that the Oracle Forms-based Budget Worksheet user interface can retrieve summary display data with a single query, avoiding complex joins within form blocks. The view is part of the Public Sector Budgeting (PSB) product family, which supports position-based and organization-based budget preparation, salary and non-salary worksheet maintenance, and submission of budget worksheets into staged approval flows.

The "SUMMARY" designation reflects the view's composition role: it exposes worksheet header attributes alongside their parent budget group context, stage routing information, ledger and calendar associations, and audit columns. Because the view is described in the ETRM metadata as a supplementary view used to simplify forms coding, Oracle explicitly warns that it is not recommended for direct query or data alteration and that its definition may change dramatically in subsequent minor or major releases. Custom integrations should therefore treat it as an internal forms-support object rather than a stable public interface.

Underlying Base Objects

The documented ETRM metadata for this view lists no referenced base objects, so the underlying table composition must be inferred from the column set. The presence of BUDGET_GROUP_ID, ROOT_BUDGET_GROUP_ID, BUDGET_GROUP_NAME, BUDGET_GROUP_SHORT_NAME, WORKSHEET_ID, WORKSHEET_NAME, and WORKSHEET_DESCRIPTION indicates that the view is defined over the PSB budget group and worksheet header tables (principally the PSB budget worksheet entity and the budget group entity). Columns such as BUDGET_CALENDAR_ID, GLOBAL_BUDGET_CALENDAR_ID, EXTRACT_ID, EXTRACT_NAME, STAGE_SET_ID, CURRENT_STAGE_SEQ, and CURRENT_STAGE_NAME indicate joins to budget calendar, extract, and worksheet stage progression entities. SET_OF_BOOKS_ID, SET_OF_BOOKS_NAME, CHART_OF_ACCOUNTS_ID, and CURRENCY_CODE link the worksheet to its accounting context, while CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, and LAST_UPDATE_DATE provide standard WHO audit context. The ATTRIBUTE1 through ATTRIBUTE10 and CONTEXT columns are descriptive flexfield segments inherited from the worksheet header.

Key Columns

  • ROW_ID – ROWID pseudo-column used by Oracle Forms for row identification and block navigation.
  • WORKSHEET_ID / WORKSHEET_NAME / WORKSHEET_DESCRIPTION – Primary worksheet identifiers. WORKSHEET_DESCRIPTION holds up to 2000 characters and is the attribute most frequently targeted by searches for the user-entered worksheet description.
  • BUDGET_GROUP_ID / ROOT_BUDGET_GROUP_ID / BUDGET_GROUP_NAME / BUDGET_GROUP_SHORT_NAME – Budget group hierarchy context, including the root group for multi-level summaries.
  • WORKSHEET_TYPE / GLOBAL_WORKSHEET_FLAG / GLOBAL_WORKSHEET_OPTION / GLOBAL_WORKSHEET_ID / GLOBAL_WORKSHEET_NAME – Classification of the worksheet and its relationship to global or shared worksheet definitions.
  • SET_OF_BOOKS_ID / SET_OF_BOOKS_NAME / CHART_OF_ACCOUNTS_ID / CURRENCY_CODE – Ledger and currency context for the worksheet.
  • STAGE_SET_ID / CURRENT_STAGE_SEQ / CURRENT_STAGE_NAME – Current position of the worksheet within its approval stage set.
  • FREEZE_FLAG / BUDGET_BY_POSITION / LOCAL_COPY_FLAG / COPY_OF_WORKSHEET_ID – Processing state indicators, including whether the worksheet was copied from another worksheet.
  • DATE_SUBMITTED / SUBMITTED_BY / SUBMITTED_BY_NAME – Submission audit data for worksheets routed for approval.

Common Use Cases and Queries

Typical use is diagnostic or read-only: identifying a worksheet by its description, confirming its budget group and stage, or tracing submissions. A basic lookup by description follows:

SELECT worksheet_id, worksheet_name, worksheet_description,
       budget_group_name, current_stage_name, set_of_books_name
FROM   apps.psb_ws_summary_v
WHERE  UPPER(worksheet_description) LIKE UPPER('%&description%');

To list all worksheets for a budget group with their current stage, query on BUDGET_GROUP_ID and order by CURRENT_STAGE_SEQ. To find worksheets submitted but not yet advanced, filter on DATE_SUBMITTED and CURRENT_STAGE_SEQ. Because the view is an internal forms-support construct, production queries should be limited to read-only diagnostic use, and any long-term integration should be built against the documented base PSB tables rather than this view.