CAC Department Overhead Setup
Description:
Report to show the departments and the overhead codes assigned to each department. In addition, this report displays the corresponding overhead and resource rates.
Note: if a resource does not have a cost, the Resource Rate column has a blank or empty value.
Parameters:
Cost Type: enter the cost type you wish to use to report. If left blank, depending on your Costing Method, it defaults to your AvgRates or Frozen Cost Type (optional). Category Set 1: any item category you wish, typically the Cost or Product Line category set (optional). Category Set 2: any item category you wish, typically the Inventory category set (optional). 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).
/* +=============================================================================+ – | Copyright 2016 - 2024 Douglas Volz Consulting, Inc. – | All rights reserved. – | Permission to use this code is granted provided the original author is – | acknowledged. No warranties, express or otherwise is included in this permission. – +=============================================================================+ – | – | Original Author: Douglas Volz (doug@volzconsulting.com) – | – | Program Name: xxx_dept_ovhd_setup.sql – | – | Version Modified on Modified by Description – | ======= =========== ============== ========================================= – | 1.0 18 Oct 2016 Douglas Volz Initial Coding – | 1.1 07 Nov 2016 Douglas Volz Added Department / Resource relationships – | 1.2 17 Jul 2018 Douglas Volz Made Cost Type parameter optional – | 1.3 12 Jan 2020 Douglas Volz Added Org Code and Operating Unit parameters – | and change to gl.short_name. Added Last – | rate update column to report. – | 1.4 27 Apr 2020 Douglas Volz Changed to multi-language views for the – | inventory orgs and operating units. – | 1.5 22 Jan 2024 Douglas Volz Add select statement for cst_resource_costs, overheads – | were not reported if the resource cost was missing. – | Added resource “Allow Costs” column. Removed – | tabs and added inventory access controls. – +=============================================================================+*/
Parameters
Cost Type, Organization Code, Operating Unit, Ledger
Used tables
cst_department_overheads, cst_resource_overheads, bom_departments, bom_department_resources, cst_resource_costs, mtl_parameters, cst_cost_types, bom_resources, mfg_lookups, gl_code_combinations, hr_organization_information, hr_all_organization_units_vl, gl_ledgers, org_access_view
Categories
Related reports
Dependencies
If you would like to try one of these Oracle EBS SQLs without having Blitz Report installed, note that some of the reports require functions from utility package xxen_util.
Example Report
CAC Department Overhead Setup 23-Jun-2022 145432.xlsx
Report SQL
www.enginatics.com/reports/cac-department-overhead-setup/
Blitz Report™ import options
CAC_Department_Overhead_Setup.xml
Case Study & Technical Analysis: CAC Department Overhead Setup
Executive Summary
The CAC Department Overhead Setup report provides a comprehensive view of the relationship between Manufacturing Departments, Overhead codes, and the Resources that drive them. Unlike the simpler “Department Overhead Rates” report, this analysis focuses on the linkage (association) between Overheads and Resources. It validates that overheads are correctly attached to the productive resources (like Labor or Machine) within a department, ensuring that when labor is charged, the appropriate overhead is automatically applied.
Business Challenge
In Oracle EBS, overheads can be applied based on “Resource Units” or “Resource Value”. This requires a two-step setup:
- Define the Overhead and its Rate (Department Overhead).
- Associate the Overhead with a specific Resource (Resource Overhead).
Common configuration errors include:
- Missing Associations: An overhead rate is defined for a department, but it is not linked to any resource, so it never gets earned.
- Incorrect Basis: An overhead is set to “Resource Value” basis but is linked to a resource that has a $0 cost, resulting in $0 overhead absorption.
- Inconsistent Rates: The resource rate and the overhead rate are not aligned with the budget.
- “Allow Costs” Mismatch: Resources are set to “Allow Costs = No” but are expected to drive overhead absorption.
The Solution
This report bridges the gap between the Department definition and the Costing definition by:
- Mapping Relationships: Explicitly showing which Resource (e.g., “LABOR-01”) drives which Overhead (e.g., “MFG-OH”).
- Rate Visibility: Displaying both the Overhead Rate and the underlying Resource Rate side-by-side.
- Cost Type Flexibility: Supporting “Frozen” (Standard) costs as well as “Average” or simulation cost types.
- Validation Flags: Including the “Allow Costs” flag to highlight resources that are defined but financially disabled.
Technical Architecture (High Level)
The query joins the Department Overhead table with the Resource Overhead association table.
- Core Tables:
CST_DEPARTMENT_OVERHEADS(CDO): Defines the overhead rate for a department.CST_RESOURCE_OVERHEADS(CRO): Links the overhead to a specific resource.BOM_DEPARTMENT_RESOURCES(BDR): Validates the resource exists in that department.
- Complex Logic:
- Resource Cost Retrieval: Uses a subquery (inline view) to fetch
CST_RESOURCE_COSTS. This is necessary to handle cases where a resource might exist but has no cost record (which would otherwise cause rows to drop in a standard join). - Basis Decoding: Translates
BASIS_TYPEfromMFG_LOOKUPS.
- Resource Cost Retrieval: Uses a subquery (inline view) to fetch
Parameters & Filtering
- Cost Type: Defaults to the organization’s primary cost type (Frozen or Average) if left blank.
- Organization Code: Filter by specific inventory organizations.
- Operating Unit/Ledger: Standard multi-org filters.
Performance & Optimization
- Inline View for Costs: The query uses a specific subquery structure for
CST_RESOURCE_COSTSto ensure performance and data integrity (avoiding Cartesian products or dropped rows for uncosted resources). - Indexed Joins: All joins utilize standard Oracle inventory and BOM primary keys (
DEPARTMENT_ID,RESOURCE_ID,COST_TYPE_ID).
FAQ
Q: Why is the “Resource Rate” blank for some rows?
A: If the Resource Rate is blank, it means there is no record in CST_RESOURCE_COSTS for that resource in the selected Cost Type. This is a setup error if the overhead is based on “Resource Value”.
Q: What happens if an overhead is defined in CST_DEPARTMENT_OVERHEADS but not in CST_RESOURCE_OVERHEADS?
A: It will likely not appear in this report (depending on the join type) or will appear with missing resource details. This report focuses on the setup of the association. If the association is missing, the overhead will never be charged to WIP.
Q: Can I use this for “Item” basis overheads? A: No, this report is specific to Department/Resource overheads. Item overheads are not linked to departments in this manner.
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