CAC Inactive Items Set to Roll Up
Description:
Report to show items which are set to roll up even though these items have an inactive status. The Cost Rollup uses the Based on Rollup Flag to control if an item is rolled up, as opposed to the item status.
Parameters:
Cost Type: enter the cost type to report (mandatory). Defaults to your Costing Method cost type. Inactive Item Status: enter the item statuses which should not be rolled up (mandatory). Defaults to ‘Inactive’. 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). Item Number: enter the specific item number(s) you wish to report (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 2023 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_inactive_items_set_to_rollup_rept.sql – | – | Version Modified on Modified by Description – | ======= =========== ============== ========================================= – | 1.0 15 Nov 2023 Douglas Volz Initial version – | 1.1 05 Dec 2023 Douglas Volz Added G/L and Operating Unit security restrictions. – +=============================================================================+*/
Parameters
Cost Type, Inactive Item Status, Category Set 1, Category Set 2, Category Set 3, Item Number, Organization Code, Operating Unit, Ledger
Used tables
cst_item_costs, cst_cost_types, mtl_parameters, mtl_system_items_vl, mtl_item_status_vl, mtl_units_of_measure_vl, mfg_lookups, fnd_lookups, fnd_common_lookups, hr_organization_information, hr_all_organization_units_vl, gl_ledgers, org_access_view, gl_access_set_norm_assign, gl_ledger_set_norm_assign_v, mo_glob_org_access_tmp, dual
Categories
Related reports
Dependencies
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Example Report
Report SQL
www.enginatics.com/reports/cac-inactive-items-set-to-roll-up/
Blitz Report™ import options
CAC_Inactive_Items_Set_to_Roll_Up.xml
Case Study & Technical Analysis: CAC Inactive Items Set to Roll Up
Executive Summary
The CAC Inactive Items Set to Roll Up report is a specialized inventory and costing diagnostic tool designed to ensure the accuracy of standard cost rollups. It identifies a specific data quality issue where items marked as “Inactive” are still flagged to be included in cost rollups. By detecting these inconsistencies, the report helps organizations prevent invalid or obsolete items from distorting product costs and inventory valuations.
Business Challenge
In Oracle EBS Cost Management, the “Based on Rollup” flag determines if an item’s cost is calculated during a standard cost rollup. A common configuration error occurs when an item is retired (set to Inactive status) but the “Based on Rollup” flag remains set to “Yes”.
- Distorted Costs: Inactive items might retain old, incorrect costs that get rolled up into parent assemblies, leading to inaccurate finished good costs.
- Processing Overhead: The cost rollup process wastes resources calculating costs for items that are no longer in use.
- Data Inconsistency: Contradictory settings (Inactive vs. Rollup=Yes) confuse users and complicate data maintenance.
Solution
This report provides a targeted exception list to proactively manage item master data quality.
- Exception Reporting: Filters specifically for items where
Inventory_Item_Status_Codeindicates inactivity (default ‘Inactive’) butBased_on_Rollupis enabled. - Multi-Org Visibility: Can be run across multiple inventory organizations, operating units, and ledgers to identify widespread issues.
- Actionable Output: Provides the Item Number, Organization, and Category details needed to quickly locate and correct the master data.
Technical Architecture
The report is built on a robust SQL query that joins key Inventory and Costing tables:
- Primary Tables:
mtl_system_items_vl(Item Master),cst_item_costs(Cost Details), andmtl_item_status_vl(Status Definitions). - Security: Implements standard Oracle EBS security (Operating Unit and Inventory Org access) via
org_access_viewandmo_glob_org_access_tmp. - Logic: The core logic compares the item’s status against the user-provided “Inactive Item Status” parameter and checks the rollup flag.
Parameters
- Cost Type: (Mandatory) The cost type to analyze (e.g., Frozen, Pending).
- Inactive Item Status: (Mandatory) The status code representing inactive items (default: ‘Inactive’).
- Category Set 1 & 2: (Optional) Filter by specific item categories (e.g., Cost Category, Product Line).
- Item Number: (Optional) Analyze a specific item.
- Organization Code: (Optional) Limit to a specific inventory organization.
- Operating Unit: (Optional) Filter by Operating Unit.
- Ledger: (Optional) Filter by General Ledger.
Performance
The report is optimized for large item masters:
- Selective Filtering: By filtering on Cost Type and Item Status early in the execution plan, it minimizes the data set processed.
- Efficient Joins: Uses standard keys (Inventory_Item_Id, Organization_Id) for high-performance joins between Item and Cost tables.
FAQ
Q: Why does an inactive item affect my rollup? A: If an inactive item is a component in an active Bill of Material (BOM) and “Based on Rollup” is Yes, the rollup process will attempt to cost it, potentially using outdated purchase prices or routing data.
Q: How do I fix the items identified? A: You should update the Item Master for these items, unchecking the “Based on Rollup” flag in the Costing tab.
Q: Can I use this for statuses other than ‘Inactive’? A: Yes, the “Inactive Item Status” parameter allows you to check for any status code (e.g., ‘Obsolete’, ‘Phase-Out’).
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