INV Period Close Pending Transactions

Description:

Summary report to display the pending transaction counts as found in the Inventory Account Periods Close form, checking open receipts, pending shipments, failed inventory, WIP, etc

The Period Count shows the pending transactions occurring within the specified period. The Period Close Count shows the count of pending transactions as at the scheduled period close date of the specified period. The Period Close Count are the counts displayed in the Pending Transactions Inventory Account Periods Close Form.
This is the accumulated count of pending transactions upto the shceduled close date of the specified period, except for the count of ‘Unprocessed Shipping Transactions’ which are not carried over to the next period.

Period count queries are sourced from procedure CST_AccountingPeriod_PUB.Get_PendingTcount (CSTPAPEB.pls 120.18.12020000.8)

Parameters

Organization Code, Period From, Period To

Used tables

org_organization_definitions, org_acct_periods, mtl_material_transactions_temp, org_access_view, mtl_material_transactions, wip_cost_txn_interface, wsm_split_merge_txn_interface, wsm_lot_move_txn_interface, wsm_lot_split_merges_interface, mtl_parameters, cst_lc_adj_interface, rcv_transactions_interface, mtl_transactions_interface, wip_move_txn_interface, wip_discrete_jobs, wip_entities, wsh_delivery_details, wsh_delivery_assignments_v, wsh_new_deliveries, wsh_delivery_legs, wsh_trip_stops

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

INV Period Close Pending Transactions 03-Dec-2024 195754.xlsx

Report SQL

www.enginatics.com/reports/inv-period-close-pending-transactions/

Blitz Report™ import options

INV_Period_Close_Pending_Transactions.xml

INV Period Close Pending Transactions - Case Study & Technical Analysis

Executive Summary

The INV Period Close Pending Transactions report is the “Pre-Flight Check” for the inventory month-end close. Before an accounting period can be closed, Oracle requires all transactions to be fully processed. This report identifies any “stuck” transactions (Unprocessed Material, Pending WIP, Uncosted items) that are blocking the close.

Business Challenge

The “Period Close” is often a stressful time. The system prevents closing if anything is pending, but finding what is pending can be like finding a needle in a haystack. Users struggle with:

Vague Errors: The system says “Pending Transactions exist” but doesn’t say where.
Interface Tables: Transactions might be stuck in an interface table (Open Interface, WIP Interface) that users can’t easily see.
Uncosted Items: Transactions that processed physically but failed financially (e.g., missing cost).

Solution

The INV Period Close Pending Transactions report aggregates counts from all the various “holding areas” in the system. It replicates the logic of the “Pending Transactions” form but provides a printable, shareable format.

Key Features:

Comprehensive Check: Checks Material Transactions, WIP Move Transactions, Uncosted Transactions, Pending Shipping, and Receiving Interfaces.
Count Summary: Shows the count of stuck records in each category.
Drill-Down: (In some versions) Provides details on the specific IDs that are stuck.

Technical Architecture

The report queries a series of interface and temporary tables that act as queues for the inventory processors.

Key Tables and Views

MTL_MATERIAL_TRANSACTIONS_TEMP: The primary queue for on-line processing.
MTL_TRANSACTIONS_INTERFACE: The queue for open interface / background processing.
WIP_COST_TXN_INTERFACE: Pending resource transactions.
RCV_TRANSACTIONS_INTERFACE: Pending receipts.
WSH_DELIVERY_DETAILS: Pending shipments (not yet interfaced).

Core Logic

Union Query: The report runs a series of SELECT COUNT(*) queries against each interface table.
Date Filtering: It only counts transactions that fall within the period being closed.
Resolution: If the count > 0, the period cannot close.

Business Impact

Faster Close: Pinpoints the exact blockers so they can be fixed immediately.
Data Integrity: Ensures that all activity for the month is fully accounted for before the books are closed.
Stress Reduction: Eliminates the “mystery” of why the period won’t close.

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