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OKS Service Contracts Billing Schedule – Oracle EBS SQL Report

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

Overview

Service Contracts billing schedule with invoicing and accounting rules, and detailed to be billed period dates and amounts from the stream level elements table oks_level_elements.

Column date_competed is used to identify open or already billed records and date_to_interface is used by the service contracts billing program to identify the records to be billed at any given date. For advance billing, date_to_interface is set to the beginning of the billing period and for arrears, it is set to the end. When creating new billing schedule record for past periods (that should have been billed already), date_to_interface is set to the current date.

An overview of oracle service contracts and other line types can be found here: https://www.enginatics.com/reports/okc-contract-lines-summary/

Report Parameters

Operating Unit, Contract Number, Modifier, Contract Status, Exclude Contract Status, Interface Date From, Interface Date To, Show unbilled only, Level

Oracle EBS Tables Used

hr_all_organization_units_vl, okc_k_headers_all_b, okc_subclasses_v, okc_classes_v, okc_statuses_v, okc_k_lines_b, oks_k_lines_b, okc_line_styles_b, oks_stream_levels_b, oks_level_elements, ra_rules, mo_glob_org_access_tmp, dual

Report Categories

Enginatics

OKS Service Contracts Billing History, OKC Contract Lines Summary, AR Transactions and Lines 11i, OKL Termination Quotes

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 OKS Service Contracts Billing Schedule 07-Jun-2020 014328.xlsx
Blitz Report™ XML Import OKS_Service_Contracts_Billing_Schedule.xml
Full SQL on Enginatics www.enginatics.com/reports/oks-service-contracts-billing-schedule/

OKS Service Contracts Billing Schedule - Case Study & Technical Analysis

Executive Summary

The OKS Service Contracts Billing Schedule report looks forward (and backward) at the billing schedule defined for a contract. Unlike the “Billing History” report which shows what was billed, this report shows what is scheduled to be billed. It is the primary tool for forecasting future service revenue.

Business Challenge

Finance needs to know future cash flow from service contracts.

Solution

The OKS Service Contracts Billing Schedule report exposes the OKS_LEVEL_ELEMENTS table.

Key Features:

Technical Architecture

The report queries the stream level elements in OKS.

Key Tables and Views

Core Logic

  1. Schedule Generation: When a contract is authorized, OKS generates the billing schedule in OKS_LEVEL_ELEMENTS.
  2. Reporting: The report queries this table.
  3. Status Check: It checks the DATE_COMPLETED column to determine if a specific installment has been processed.

Business Impact


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