Introduction
One of the common business requirement while working with Oracle Cloud Absence Management is to fetch the accrual balance value of absence plan. Now if one is trying to use the same in a Fast Formula they would need to make use of some delivered Formula Function (unless they want to go through the Value Set route where they can write their own custom SQL). As of today there are two delivered formula functions namely GET_PLAN_BALANCE and GET_ACCRUAL_BALANCE.
Few questions which most of my peers, consultants and colleagues ask me regularly are:
- Why do we have two separate functions for the same task?
- How is GET_PLAN_BALANCE different from GET_ACCRUAL_BALANCE
As per Oracle official documentation (
We have created a Accrual Plan named “Paid Vacation”.
An employee (Emp#4668) has the plan attached to his assignment and the plan balances section shows up as below:
We have created two fast formula
Verifying Results
Trying to Record Absence on 01/02/2020 (MM/DD/YYYY format Date Prior to First Accrual Period). On this date we expect to get 0 for GET_PLAN_BALANCE (as there is no accrual period prior to 02-Jan-2020 for this employee, the first accrual period is 31-Jan-2020) but we expect to get value for GET_ACCRUAL_BALANCE (as this function checks whether plan is active on effective date and returns the value as per the last accrual run stored in database irrespective of whether the effective date is greater than the balance calculation date value)
Trying to Record Absence on 02/03/2020 (MM/DD/YYYY format). Now on this Date first accrual period (01/31/2020) has already passed and so GET_PLAN_BALANCE will show 2 and GET_ACCRUAL_BALANCE will show 16
Results on 03/03/2020 (Expected Value for GET_PLAN_BALANCE is 4 and GET_ACCRUAL_BALANCE is 16)
Verification to Check Whether Adjustments are taken into account
We will make two adjustment of say 5 days and 7 days on 12-Jul-2020 and 15-Aug-2020 and check results.
Checking Values on 8/3/2020
Performing an Adjustment of 7 days as on 8/15/2020
Verifying Values on 9/1/2020
Summary
As such based on the above results we can conclude that GET_PLAN_BALANCE gives you the plan balance of the last accrual run prior to effective date while GET_ACCRUAL_BALANCE gets you the balance value as of balance calculation date. So if you have already ran your accruals till a future date say 31-DEC-2021 and you try to fetch a plan balance value as of today say 29-AUG-2020 then GET_PLAN_BALANCE will give you the value as of 31-JUL-2020 (last accrual period date prior to 29-AUG-2020) while GET_ACCRUAL_BALANCE will give you the value of 31-DEC-2021 (which is the balance stored on last accrual period till which accruals have been run).
Also, depending on the name GET_ACCRUAL_BALANCE some might think that this function will return just the Accrual balance and does not takes it into account any adjustments but that’s not the case. This function returns the balance as of the balance calculation date and takes into account all components which effect the absence plan balance.
And with this, I have come to the end of the article.
Hope this was a good read.
Thanks all for your time and have a great day ahead.
Stay safe , stay healthy.
Downloadable Files:
GET_PAID_VACATION_ACCRUAL_BALANCE
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