XLE Legal Entities

Description:

Legal entities, establishments, jurisdictions and registrations

Parameters

Jurisdiction Country, Legal Entity Name

Used tables

xle_entity_profiles, xle_etb_profiles, hz_parties, xle_registrations, xle_jurisdictions_vl, hz_geographies, fnd_lookup_values_vl, hr_locations_all, fnd_territories_vl, hz_party_sites, hz_locations

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

XLE Legal Entities 24-Jul-2017 145303.xlsx

Report SQL

www.enginatics.com/reports/xle-legal-entities/

Blitz Report™ import options

XLE_Legal_Entities.xml

Case Study & Technical Analysis: XLE Legal Entities Report

Executive Summary

The XLE Legal Entities report is a crucial master data and configuration audit tool for Oracle Legal Entity Configurator (XLE). It provides a comprehensive listing of all defined legal entities and their associated establishments, jurisdictions, and registrations within Oracle E-Business Suite. This report is indispensable for finance managers, legal teams, system administrators, and auditors to understand the core legal structure of an enterprise, ensure compliance with statutory and regulatory requirements, and maintain accurate records for financial reporting, tax management, and multi-organizational operations.

Business Challenge

For global organizations, correctly defining and managing legal entities and their various registrations is fundamental for statutory compliance, financial reporting, and tax management. This presents several challenges:

Complex Legal Structures: Managing a multitude of legal entities, each with its own establishments, jurisdictions, and registrations across different countries and regulatory environments, is inherently complex.
Ensuring Statutory Compliance: Non-compliance with local legal entity registration requirements or jurisdictional rules can lead to significant penalties, fines, and legal issues. A consolidated view is essential for auditing this compliance.
Fragmented Information: Details about legal entities, their physical establishments, the jurisdictions they operate in, and their specific registrations (e.g., tax IDs, company registration numbers) are often scattered across various forms in Oracle EBS.
Impact on Financial Reporting: Legal entities are the foundation for financial consolidation and statutory reporting. Errors in their setup or their associated registrations can lead to incorrect financial statements and audit findings.
Audit and Documentation: Maintaining accurate and up-to-date documentation of all legal entities and their complete legal footprint is a critical but often manual and laborious task for internal and external audits.

The Solution

This report offers a powerful, consolidated, and auditable solution for analyzing legal entities and their complete legal footprint, bringing transparency and control to enterprise legal structures.

Comprehensive Legal Entity Overview: It presents a detailed list of all Legal Entities, their associated Establishments, the Jurisdictions in which they operate, and their key Registrations (e.g., tax registration numbers). This provides a holistic view of the legal structure.
Clear Compliance Audit Trail: By consolidating registration and jurisdictional information, the report empowers legal and finance teams to quickly verify compliance with local statutory requirements for each legal entity and establishment.
Streamlined Configuration Audit: System administrators and auditors can use this report to quickly review and verify the setup of legal entities, ensuring they are correctly defined and linked to the relevant geographical and regulatory contexts.
Enhanced Documentation: The report serves as a live, accurate source of documentation for the enterprise’s legal structure, invaluable for system maintenance, global expansion projects, and demonstrating compliance during audits.

Technical Architecture (High Level)

The report queries core Oracle Legal Entity Configurator (XLE) tables, integrating data from various related modules for comprehensive legal entity details.

Primary Tables Involved:
- xle_entity_profiles (the central table for defining legal entities).
- xle_etb_profiles (for establishments associated with legal entities).
- xle_registrations (for legal registrations like tax IDs).
- xle_jurisdictions_vl (for definitions of legal jurisdictions).
- hz_parties (for party information associated with legal entities).
- hz_geographies, fnd_territories_vl, hr_locations_all, hz_party_sites, hz_locations (for geographical and location context).
Logical Relationships: The report selects legal entities from xle_entity_profiles. It then performs joins to xle_etb_profiles to retrieve establishment details, to xle_registrations for all associated legal registrations, and to xle_jurisdictions_vl to identify the geographical and regulatory contexts in which the entity operates. Further joins to HR and CRM tables (hz_parties, hz_locations) enrich the output with detailed name and address information.

Parameters & Filtering

The report offers flexible parameters for targeted analysis of legal entities:

Jurisdiction Country: Allows users to filter the report to legal entities operating within a specific country, which is useful for regional compliance audits.
Legal Entity Name: Enables users to focus on a specific legal entity for detailed review of its establishments, jurisdictions, and registrations.

Performance & Optimization

As a master data and configuration report, it is optimized for efficient retrieval of setup data.

Low Data Volume: The underlying tables (xle_entity_profiles, xle_etb_profiles, xle_registrations, xle_jurisdictions_vl) contain configuration data, which is typically a much smaller volume than transactional data, ensuring fast query execution.
Indexed Joins: The queries leverage standard Oracle indexes on legal_entity_id, establishment_id, jurisdiction_id, and country for efficient data retrieval across the various XLE and related tables.

FAQ

1. What is the difference between an ‘Legal Entity’ and an ‘Establishment’ in this report? A ‘Legal Entity’ is the top-level legal organization. An ‘Establishment’ is a subdivision of a legal entity (e.g., a physical office, a branch). An establishment can be registered with a legal authority (e.g., for VAT or income tax) and is associated with a legal entity. This report shows both, providing a complete picture of your legal structure.

2. How does this report help ensure tax compliance for multi-national organizations? By detailing the Jurisdictions and Registrations (including tax registration numbers) for each legal entity and establishment, the report provides a crucial audit trail. Tax managers can use it to verify that all entities are correctly registered in the countries where they operate and that the appropriate tax identifiers are recorded.

3. Can this report also show the operating units or inventory organizations associated with each legal entity? This report focuses specifically on the legal entity and its direct establishments/registrations. For a view that links legal entities to their associated operating units and inventory organizations, you would typically use the related XLE Establishment and Legal Entity Associations report, which provides that specific level of detail.

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Alert	CRM Foundation
ALR Alerts	JTF Grid Datasources
Contracts Core	Lease and Finance Management
OKC Contract Lines Summary	OKL Termination Quotes
Payments	Process Manufacturing Inventory
IBY Payment Process Request Details	GMI Cycle Count Forms
Public Sector Financials	Shipping Execution
PSA Budgetary Control Transactions	WSH Shipping/Delivery Transactions
Warehouse Management	XML Publisher
WMS Control Board Tasks	XDO Publisher Data Definitions
Capacity	Legal Entity Configurator
CRP Available Resources CRP Resource Plan	XLE Establishment and Legal Entity Associations XLE Legal Entities
Service Contracts	Applications DBA
OKS Service Contracts Billing History OKS Service Contracts Billing Schedule	AD Applied Patches AD Applied Patches 11i AD Applied Patches R12.2
Enterprise Asset Management	Installed Base
EAM Assets EAM Weekly Schedule EAM Work Orders	CSI Customer Products Summary CSI Installed Base Extended Attributes Summary CSI Installed Base Summary by Organization
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Property Manager	Advanced Supply Chain Planning
PN GL Reconciliation PN Generate Lease Analysis PN Generate Lease Details PN Generate Portfolio Detail PN Generate Portfolio Summary	MSC Exceptions MSC Horizontal Plan MSC Pegging Hierarchy MSC Pegging Hierarchy 11i MSC Plan Orders MSC Vertical Plan
E-Business Tax	Projects
ZX Financial Tax Register ZX Lines Summary ZX Party Tax Profiles ZX Tax Accounts ZX Tax Regimes ZX US Sales Tax	PA Capital Project Summary with Asset Detail PA Project Budget PA Revenue, Cost, Budgets by Resources PA Revenue, Cost, Budgets by Work Breakdown Structure PA Task Schedule PA Transaction Sources
Human Resources	Master Scheduling/MRP
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Order Management	Work in Process
ONT Cancelled Orders ONT Order Holds ONT Orders ONT Orders and Lines ONT Recurring Billing Plan ONT System Parameters ONT Transaction Types Listing ONT Transaction Types and Line WF Processes	WIP Account Distribution WIP Discrete Job Shortage WIP Entities WIP Entities Summary WIP Outside Processing WIP Required Components WIP Value WIP Value Summary
Cash Management	Cost Management
CE Bank Account Balances CE Bank Branches CE Bank Statement Import Execution CE Bank Statement and Reconciliation CE Bank Transaction Codes Listing CE Cash in Transit CE Cleared Transactions CE General Ledger Cash Account Usage CE General Ledger Reconciliation CE Transactions Available for Reconciliation	CST AP and PO Accrual Reconciliation CST COGS Revenue Matching CST Cost Groups CST Detailed Item Cost CST Inventory Value - Multi-Organization (Element Costs) 11i CST Inventory Value - Multi-Organization (Item Costs) CST Inventory Value Report - by Subinventory (Item Cost) CST Item Cost Reports CST Miscellaneous Accrual Reconciliation CST Period Close Subinventory Value CST Period Close Subinventory Value Summary CST Periodic Inventory Value CST Supply Chain Indented Bills of Material Cost CST Uninvoiced Receipts
Purchasing	Discoverer
PO Approval Assignments PO Approval Groups PO Approved Supplier List PO Cancelled Purchase Orders PO Cancelled Requisitions PO Document Types PO Headers PO Headers 11i PO Headers and Lines PO Headers and Lines 11i PO Internal Requisitions and Sales Orders PO Internal Requisitions/Deliveries Discrepancy PO Invoice Price Variance PO Purchase Price Variance PO Purchase Requisitions with PO Details	DIS Access Privileges DIS Business Areas DIS Discoverer and Blitz Report Users DIS End User Layers DIS Folders, Business Areas, Items and LOVs DIS Import Performance DIS Items, Folders and Formulas DIS Migration identify missing EulConditions DIS Users DIS Workbook Export Script DIS Workbook Import Validation DIS Workbook Owner Export Script DIS Workbooks, Folders, Items and LOVs DIS Worksheet Execution History DIS Worksheet Execution Summary DIS Worksheet SQLs
Assets	Payables
FA Additions By Source FA Asset Additions FA Asset Book Details FA Asset Book Details 11i FA Asset Cost FA Asset Impairments FA Asset Inventory FA Asset Inventory Report FA Asset Reclassification FA Asset Register FA Asset Retirements FA Asset Summary (Germany) FA CIP Cost FA Cost Adjustments FA Depreciation Projection FA Depreciation Reserve FA Journal Entry Reserve Ledger FA Revaluation Reserve FA Tax Reserve Ledger	AP 1099 Payments AP Accounted Invoice Aging AP Cash Requirement AP DPIVA Export LSNA AP Expenses AP Final Payment Register 11i AP Intercompany Invoice Details AP Invoice Approval Status AP Invoice Audit Listing AP Invoice Payments AP Invoice Payments 11i AP Invoice on Hold AP Invoice on Hold 11i AP Invoices and Lines AP Invoices and Lines 11i AP Invoices with PO, Intercompany and SLA Details AP Matched and Modified Receipts AP Negative Supplier Balance AP Open Balances Revaluation AP Open Items Revaluation AP Posted Invoice Register AP Posted Payment Register AP Preliminary Payment Register 11i AP Supplier Statement AP Suppliers AP Suppliers 11i AP Suppliers Revenue Summary AP Suppliers Revenue Summary 11i AP Trial Balance AP Trial Balance Report Definitions
Receivables	General Ledger
AR Adjustment Register AR Aging AR Aging Buckets and Interest Tiers Setup AR Applied Receipts AR Autoinvoice Interface Summary AR Customer Credit Limits AR Customer Credit Snapshot AR Customer Open Balances Period Lookback AR Customer Statement AR Customers and Sites AR Disputed Invoice AR European Sales Listing AR Incomplete Transactions AR Miscellaneous Receipts AR Miscellaneous Receipts 11i AR Open Balances Revaluation AR Open Items Revaluation AR Past Due Invoice AR Payment Terms AR Receipt Register AR Sales Journal By Customer AR Transaction Register AR Transaction Types AR Transactions and Lines AR Transactions and Lines 11i AR Transactions and Payments AR Transactions and Payments 11i AR Unaccounted Transaction Sweep AR Unapplied Receipts Register AR to GL Reconciliation	GL Account Analysis GL Account Analysis (Distributions) GL Account Analysis (Distributions) 11g GL Account Analysis (Drilldown) GL Account Analysis (Drilldown) (with inventory and WIP) GL Account Analysis 11g GL Account Analysis 11i GL Balance GL Balance (pivot) GL Balance by Account Hierarchy GL Code Combinations GL Daily Rates GL Data Access Sets GL FSG Reports GL FSG Row Orders GL Financial Statement and Drilldown (FSG) GL Header Categories Summary GL Journals GL Journals (Drilldown) GL Journals (Drilldown) 11g GL Journals 11i GL Ledger Sets GL Ledgers and Legal Entities GL Ledgers and Organizations GL Oracle FSG Converter GL Oracle FSG Converter 11g GL Period Status GL Periods GL Summary Templates GL Trial Balance - Detail GL effective vs accounting vs period start and end date comparison
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Application Object Library	Database Administration
FND Application Context File FND Applications FND Attached Documents FND Attachment Functions FND Audit Setup FND Audit Table Changes by Column FND Audit Table Changes by Record FND Concurrent Managers FND Concurrent Program Incompatibilities FND Concurrent Programs and Executables FND Concurrent Programs and Executables 11i FND Concurrent Request Conflicts FND Concurrent Requests FND Concurrent Requests 11i FND Concurrent Requests Summary FND Data Groups FND Descriptive Flexfield Table Columns FND Descriptive Flexfields FND Document Categories FND Document Sequence Assignments FND Document Sequences FND FNDLOAD Object Transfer FND Flex Hierarchies (Rollup Groups) FND Flex Value Hierarchy FND Flex Value Security Rules FND Flex Value Sets, Usages and Values FND Flex Values FND Form Functions FND Forms Personalizations FND Help Documents and Targets FND Histogram Columns FND Key Flexfields FND Languages FND Lobs FND Log Messages FND Lookup Search FND Lookup Values FND Lookup Values Comparison between environments FND Menu Entries FND Messages FND Nodes FND Profile Option Values FND Profile Options FND Request Groups FND Responsibilities FND Responsibility Access FND Responsibility Access 11i FND Responsibility Menu Exclusions FND Role Hierarchy FND Roles FND Rollup Groups FND SOA Runtime Error FND Tables and Columns FND User Login History FND User Login Page Favorites FND User Login Summary FND User Responsibilities FND User Roles FND User Roles 11i FND Users	DBA AWR Active Session History DBA AWR Blocking Session Summary DBA AWR CPU Load (active session history) DBA AWR CPU vs Wait Time Summary DBA AWR Interconnect Traffic DBA AWR Latch Summary DBA AWR Latch by Time DBA AWR PGA History DBA AWR SQL Execution Plan History DBA AWR SQL Performance Summary DBA AWR Settings DBA AWR System Metrics Summary DBA AWR System Time Percentages DBA AWR System Time Summary DBA AWR Tablespace Usage DBA AWR Wait Class by Time DBA AWR Wait Event Summary DBA AWR Wait Event Summary (active session history) DBA Alert Log DBA Archive / Redo Log Rate DBA Automated Maintenance Tasks DBA Blocking Sessions DBA CPU Benchmark1 DBA CPU Benchmark2 DBA CPU Benchmark3 DBA Dependencies (used by) DBA Dependencies (uses) DBA Editioned Object Summary DBA Editions DBA External Table Creation DBA Feature Usage Statistics DBA Hierarchical Profiler Data DBA Index Columns DBA Jobs DBA Log Switches DBA Objects DBA Parameters DBA Profiler Data DBA Redo Log Files DBA Registry SQL Patch DBA Result Cache Objects and Dependencies DBA Result Cache Statistics DBA SGA Active Session History DBA SGA Blocking Session Summary DBA SGA Buffer Cache Object Usage DBA SGA CPU Load (active session history) DBA SGA Memory Allocation DBA SGA SQL Execution Plan History DBA SGA SQL Performance Summary DBA SGA Target Advice DBA SGA Wait Event Summary (active session history) DBA SGA+PGA Memory Configuration DBA Scheduler Jobs DBA Segments DBA Session Longops DBA Table Columns DBA Table Modifications DBA Tablespace Usage DBA Text Search DBA Trace File Contents