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CAC Margin Analysis Summary


Report for the margin from the customer invoices and shipments, based on the standard Oracle Margin table, cst_margin_summary. (If you want to show the COGS and Sales Accounts use report CAC Margin Analysis Account Summary.) You first need to run the Margin Analysis Load Run request, to populate this table. /* +=============================================================================+ – | Copyright 2006 - 2020 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 ( – | – | Parameters: – | p_trx_date_from – Starting transaction date for the customer shipments – | p_trx_date_to – Ending transaction date for the customer shipments – | p_category_set1 – The first item category set to report, typically the – | Cost or Product Line Category Set – | p_category_set2 – The second item category set to report, typically the – | Inventory Category Set – | p_customer_name – Enter the specific customer name you wish to report (optional) – | p_item_number – Enter the specific item number you wish to report (optional) – | p_org_code – Specific inventory organization you wish to report (optional) – | p_operating_unit – Operating Unit you wish to report, leave blank for all – | operating units (optional) – | p_ledger – General ledger you wish to report, leave blank for all – | ledgers (optional) – | – | Description: – | Report for the margin from the customer invoices and shipments, based – | on the standard Oracle Margin table, cst_margin_summary. You first need – | to run the Margin Analysis Build request, to populate this table. – | – | Version Modified on Modified by Description – | ======= =========== ============== ========================================= – | 1.0 18 APR 2006 Douglas Volz Initial Coding – | 1.1 15 MAY 2006 Douglas Volz Working version – | 1.2 17 MAY 2006 Douglas Volz Added order line and date information – | 1.3 14 Dec 2012 Douglas Volz Modified for Garlock, changed category set – | 1.4 19 Dec 2012 Douglas Volz Bug fix for category set name – | 1.5 29 Jan 2013 Douglas Volz Fixed date parameters to have same format – | as other reports; had to remove sales and COGS accounts as these are – | on different rows and would need to rewrite the code to include this. – | Also added a join for mic and mcs for category_set_id to avoid duplicate rows. – | And added a having clause to screen out zero rows. – | 1.6 25 Feb 2013 Douglas Volz Added apps.mtl_default_category_sets mdcs table – | to make the script more generic – | 1.7 27 Feb 2017 Douglas Volz Modified for Item Category and customer – | information.
– | 1.8 28 Feb 2017 Douglas Volz Removed sales rep information, – | was causing cross-joining. – | 1.9 22 May 2017 Douglas Volz Adding Inventory item category – | 1.10 23 May 2020 Douglas Volz Use multi-language table for UOM Code, item – | master, OE transaction types and hr organization names. – +=============================================================================+*/


Used tables

cst_margin_summary, mtl_system_items_vl, mtl_units_of_measure_vl, fnd_common_lookups, mtl_parameters, so_order_types_all, oe_transaction_types_tl, hz_cust_accounts_all, hz_parties, hr_organization_information, hr_all_organization_units_vl, gl_ledgers, org_access_view



CAC Margin Analysis Account Summary


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 Margin Analysis Summary 24-Jun-2022 063517.xlsx

Report SQL

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Oracle E-Business Suite Reporting Library

We provide an open source Oracle EBS SQLs as a part of operational and project implementation support toolkits for rapid Excel reports generation.

Blitz Report™ is based on Oracle EBS forms technology, and hence requires minimal training. There are no data or performance limitations since the output files are created directly from the database without going through intermediate file formats such as XML.

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