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README.md

layout default
title CAC Inventory Organization Summary | Oracle EBS SQL Report
description Report to show inventory org names, summary org controls, org hierarchy, operating unit and Ledger, and whether or not the Org should be rolled up for…
keywords Oracle EBS, Oracle E-Business Suite, SQL report, Blitz Report, Enginatics, R12 only, CAC, Inventory, Organization, Summary, fnd_product_groups, hrfv_organization_hierarchies, mtl_parameters
permalink /CAC%20Inventory%20Organization%20Summary/

CAC Inventory Organization Summary – Oracle EBS SQL Report

Oracle E-Business Suite SQL report from the Enginatics Library powered by Blitz Report™.

Overview

Report to show inventory org names, summary org controls, org hierarchy, operating unit and Ledger, and whether or not the Org should be rolled up for costing, based on the existence of BOMs, routings or org-level sourcing rules. Note: this report automatically looks for hierarchies which might be used with the Open Period Control and the Close Period Control Oracle programs. Looking for the translated values of "Close", "Open" and "Period" in the Hierarchy Name.

Parameters:

Assignment Set: choose the Assignment Set to report for sourcing rules. You may leave this value null and the report still works (optional). Hierarchy Name: select the organization hierarchy used to open and close your inventory organizations (optional). If you leave this field blank the report automatically looks for hierarchies which might be used with the Open Period Control and the Close Period Control Oracle programs. Looking for the translated values of "Close", "Open" and "Period" in the Hierarchy Name. Organization Code: enter the specific inventory organization(s) you wish to report (optional). Operating Unit: enter the specific operating unit(s) you wish to report (optional). Ledger: enter the specific ledger(s) you wish to report (optional).

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Report Parameters

Assignment Set, Hierarchy Name, Organization Code, Operating Unit, Ledger

Oracle EBS Tables Used

fnd_product_groups, hrfv_organization_hierarchies, mtl_parameters, org_access, fnd_responsibility, oe_system_parameters_all, cst_cost_group_assignments, cst_cost_groups, bom_structures_b, gmd_recipes_b, bom_operational_routings, bom_parameters, mrp_sr_receipt_org, mrp_sr_source_org, mrp_sourcing_rules, mrp_sr_assignments, mrp_assignment_sets, cst_item_costs, gl_item_cst, gmf_fiscal_policies, cm_mthd_mst, mtl_onhand_quantities_detail, mtl_material_transactions, wip_transaction_accounts, wip_parameters, mtl_category_accounts, pjm_org_parameters, wsm_parameters, fnd_lookup_values_vl, po_system_parameters_all, cst_ap_po_reconciliation, cst_margin_summary, bom_resources, hr_organization_information, hr_all_organization_units_vl, mfg_lookups, fnd_user, gl_ledgers, org_access_view, gl_access_set_norm_assign, gl_ledger_set_norm_assign_v, mo_glob_org_access_tmp, dual

Report Categories

Enginatics, R12 only

Related Reports

CAC Inventory and Intransit Value (Period-End) - Discrete/OPM, CAC Intercompany SO Price List vs. Item Cost Comparison, CAC OPM Costed Formula, CAC OPM Batch Material Summary, CAC Last Standard Item Cost, INV Item Upload, CAC ICP PII Inventory and Intransit Value (Period-End), CAC User-Defined and Rolled Up Costs, CAC Cost vs. Planning Item Controls

Running This SQL Without Blitz Report

Some Oracle EBS SQL reports in this library require functions from the utility package xxen_util. Install it before running the SQL directly against your Oracle EBS database.

Download & Import Options

Resource Link
Excel Example Output CAC Inventory Organization Summary 19-Oct-2022 172501.xlsx
Blitz Report™ XML Import CAC_Inventory_Organization_Summary.xml
Full SQL on Enginatics www.enginatics.com/reports/cac-inventory-organization-summary/

Case Study & Technical Analysis: CAC Inventory Organization Summary

Executive Summary

The CAC Inventory Organization Summary is a strategic infrastructure report that provides a bird's-eye view of the Oracle Inventory landscape. It documents the configuration of every inventory organization, including its relationship to Operating Units and Ledgers, its costing method, and its place within the period-close hierarchy. This report is essential for System Administrators and Global Process Owners managing complex, multi-org environments.

Business Challenge

In large Oracle EBS implementations, the number of inventory organizations can grow into the hundreds.

  • Configuration Drift: It becomes difficult to ensure that all "European Distribution Centers" are set up with identical parameters.
  • Period Close Management: Identifying which organizations belong to which "Period Control" hierarchy is critical for ensuring a smooth month-end close.
  • Costing Consistency: Verifying that all manufacturing plants are using the correct Costing Method (e.g., Standard vs. Average) requires tedious manual checking.

Solution

This report automates the documentation of the inventory topology.

  • Hierarchy Visualization: Identifies the "Hierarchy Name" used for opening/closing periods, grouping organizations logically.
  • Control Parameters: Displays key settings like Costing Method, General Ledger link, and Operating Unit assignment.
  • Rollup Logic: Indicates if the org should be included in cost rollups based on the presence of BOMs or Routings.

Technical Architecture

The report queries the fundamental definition tables of Oracle Inventory:

  • Org Definitions: hr_all_organization_units and mtl_parameters.
  • Hierarchy: per_organization_structures and per_org_structure_versions (implied) to resolve the hierarchy relationships.
  • Business Logic: Contains logic to "guess" the correct hierarchy by looking for keywords like "Close" or "Period" if the user doesn't specify one.

Parameters

  • Hierarchy Name: (Optional) The specific hierarchy to analyze.
  • Assignment Set: (Optional) To check for sourcing rule existence.
  • Org Code: (Optional) Filter for specific orgs.

Performance

  • Fast: This is a metadata report. It runs extremely fast as it queries setup tables rather than transaction tables.

FAQ

Q: What is the "Rollup" column? A: It's a derived flag that suggests whether this organization should be part of a standard cost rollup, usually based on whether it has manufacturing data (BOMs/Routings).

Q: Why is the Hierarchy Name blank? A: If the organization is not assigned to the hierarchy specified (or found), the column will be blank.

Q: Can I use this to find inactive orgs? A: Yes, the report typically includes the "Date To" or active status of the organization.


Useful Links

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