Customer Query

-- Customer Contact Details :

 select account_number "Account Number"
     , obj.party_name "Customer Name"
     , sub.party_name "Contact Name"
     , hcp.contact_point_type || ': ' ||
       DECODE(hcp.contact_point_type, 'EMAIL', hcp.email_address
                                    , 'PHONE', hcp.phone_area_code || ' ' || hcp.phone_number
                                    , 'WEB'  , hcp.url
                                    , 'Unknow contact Point Type ' || hcp.contact_point_type
             ) "How to Contact"
  from apps.hz_cust_accounts  hca
     , apps.hz_parties        obj
     , apps.hz_relationships  rel
     , apps.hz_contact_points hcp
     , apps.hz_parties        sub
 where hca.party_id           = rel.object_id
   and hca.party_id           = obj.party_id
   and rel.subject_id         = sub.party_id
   and rel.relationship_type  = 'CONTACT'
   and rel.directional_flag   = 'F'
   and rel.party_id           = hcp.owner_table_id
   and hcp.owner_table_name   = 'HZ_PARTIES'
   AND obj.party_name LIKE 'Oxford Unive%';

============================ Customer ==================================

SELECT    hl.orig_system_reference,hl.LAST_UPDATE_DATE
         ,hl.country
         ,hl.address1
         ,hl.address2
         ,hl.address3
         ,hl.address4
         ,hl.city
         ,hl.postal_code
         ,hl.state
         ,hl.province
         ,hl.county
         ,hl.content_source_type
         ,hl.actual_content_source actual_content_source
         ,hps.party_site_number
         ,hps.identifying_address_flag
         ,hps.status
         ,hps.party_site_name
         ,hps.created_by_module
         ,hps.actual_content_source site_actual_content_source
         ,hcasa.orig_system_reference site_orig_system_reference
         ,hcasa.status         acct_site_status
         ,hp.party_number
         ,hca.account_number
         ,hou.NAME operting_unit_name
         ,bill_to_flag
   FROM  apps.hz_locations        hl
        ,apps.hz_party_sites      hps
        ,apps.hz_cust_acct_sites_all  hcasa
        ,apps.hz_parties     hp
        ,apps.hz_cust_accounts   hca
        ,apps.hr_operating_units hou
   WHERE hcasa.party_site_id     = hps.party_site_id
   AND   hps.location_id         = hl.location_id
   AND   hp.party_id             = hca.party_id
   AND   hp.party_id             = hps.party_id
   AND   hca.cust_account_id     = hcasa.cust_account_id
   AND   hcasa.org_id            = hou.organization_id
   AND   hp.party_type           ='ORGANIZATION'
   AND   hps.status              = 'A'
   AND   hcasa.status            = 'A'
   AND   hp.status               = 'A'
   AND   hca.status              = 'A'
  -- AND hl.address1  like '8900%Uni%';
  -- AND   hp.party_number = '14613899';
  AND hp.party_name = 'Stanford University';
 

============================ Customer ==================================
 
   SELECT
       ----------------------------------------------------------
       -- Party Information
       ----------------------------------------------------------
       hp.party_number                      "Registry ID",
       hp.party_name                        "Party Name",
       hp.party_type                        "Party Type",
       DECODE(hp.status,
              'A', 'Active',
              'I', 'Inactive',
              hp.status)                    "Party Status",
       ----------------------------------------------------------
       -- Account Information
       ----------------------------------------------------------
       hca.account_number                   "Account Number",
       DECODE(hca.status,
              'A', 'Active',
              'I', 'Inactive',
              hca.status)                   "Account Status",
       hca.account_name                     "Account Description",
       hca.customer_class_code              "Classification",
       DECODE(hca.customer_type,
              'R', 'External',
              'I', 'Internal',
              hca.customer_type)            "Account Type",
       ----------------------------------------------------------
       -- Site Information
       ----------------------------------------------------------
       hps.party_site_number                "Customer Site Number",
       DECODE(hcas.status,
              'A', 'Active',
              'Inactive')                   "Site Status",
       DECODE(hcas.bill_to_flag,
              'P', 'Primary',
              'Y', 'Yes',
              hcas.bill_to_flag)            "Bill To Flag",
       DECODE(hcas.ship_to_flag,
              'P', 'Primary',
              'Y', 'Yes',
              hcas.ship_to_flag)            "Ship To Flag",
       hcas.cust_acct_site_id               "Customer Acct Site ID",
       ----------------------------------------------------------
       -- Address Information
       ----------------------------------------------------------
       hl.address1                          "Address1",
       hl.address2                          "Address2",
       hl.address3                          "Address3",
       hl.address4                          "Address4",
       hl.city                              "City",
       hl.state                             "State",
       hl.postal_code                       "Zip Code",
       ter.name                             "Territory",

       ----------------------------------------------------------
       -- Collector Information
       ----------------------------------------------------------
       col.name                             "Collector Name",
       ----------------------------------------------------------
       -- Account Profile Information
       ----------------------------------------------------------
       hcp.credit_checking                  "Credit Check Flag",
       hcp.credit_hold                      "Credit Hold Flag",
       hcpa.auto_rec_min_receipt_amount     "Min Receipt Amount",
       hcpa.overall_credit_limit            "Credit Limit",
       hcpa.trx_credit_limit                "Order Credit Limit",
       ----------------------------------------------------------
       -- Attachment Flag
       ----------------------------------------------------------
       NVL((SELECT 'Y'
              FROM apps.fnd_documents_vl doc,
                   apps.fnd_lobs         blo,
                   apps.fnd_attached_documents att
             WHERE doc.media_id = blo.file_id
               AND doc.document_id = att.document_id
               AND att.entity_name = 'AR_CUSTOMERS'
               AND att.pk1_value   = hca.cust_account_id
               AND ROWNUM = 1), 'N'
       ) "Attachment Flag",
       ----------------------------------------------------------
       -- Party Relationship Flag
       ----------------------------------------------------------
       NVL((SELECT 'Y'
              FROM apps.hz_cust_acct_relate_all hzcar
             WHERE hzcar.cust_account_id = hca.cust_account_id
               AND hzcar.relationship_type = 'ALL'
               AND ROWNUM = 1), 'N'
       ) "Party Relationship Flag",
       ----------------------------------------------------------
       -- Account Relationship Flag
       ----------------------------------------------------------
       NVL((SELECT 'Y'
              FROM apps.hz_cust_acct_relate_all hzcar
             WHERE hzcar.cust_account_id = hca.cust_account_id
               AND ROWNUM = 1), 'N'
       ) "Account Relationship Flag",
       ----------------------------------------------------------
       -- Party Contact Flag
       ----------------------------------------------------------
       NVL((SELECT 'Y'
              FROM apps.hz_parties hp2
             WHERE 1=1
               AND hp2.party_id = hp.party_id
               AND (
                    hp2.url IS NOT NULL OR
                    -- LENGTH(TRIM(hp.email_address)) > 5
                    INSTR(hp2.email_address, '@') > 0 OR
                    hp2.primary_phone_purpose IS NOT NULL
                    )
           ), 'N'
       ) "Party Contact Flag",
       ----------------------------------------------------------
       -- Account Contact Flag
       ----------------------------------------------------------
       NVL((SELECT 'Y'
              FROM apps.hz_contact_points
             WHERE status = 'A'
               AND owner_table_id =
                   (SELECT hcar.party_id
                      FROM apps.hz_cust_account_roles   hcar,
                           apps.ar_contacts_v           acv
                     WHERE hcar.cust_account_id   = hca.cust_account_id
                       AND hcar.cust_account_role_id = acv.contact_id
                       AND hcar.cust_acct_site_id IS NULL  -- look for account level only
                       AND ROWNUM = 1 -- add this row to show inactive sites (i.e. with no site id)
                    )
               AND ROWNUM = 1), 'N'
       ) "Account Contact Flag",
       ----------------------------------------------------------
       -- Site Contact Flag
       ----------------------------------------------------------
       NVL((SELECT 'Y'
              FROM apps.hz_contact_points
             WHERE status = 'A'
               AND owner_table_id =
                   (
                      SELECT hcar.party_id
                        FROM apps.hz_cust_account_roles   hcar,
                             apps.ar_contacts_v           acv
                       WHERE hcar.cust_acct_site_id     =  hcas.cust_acct_site_id
                         AND hcar.cust_account_role_id  =  acv.contact_id
                         AND ROWNUM = 1  -- add this row to show inactive sites (i.e. with no site id)
                   )
               AND ROWNUM = 1), 'N'      -- any contact (email, phone, fax) would suffice this condition
       ) "Site Contact Flag"
  FROM
       apps.hz_parties              hp,
       apps.hz_party_sites          hps,
       apps.hz_cust_accounts_all    hca,
       apps.hz_cust_acct_sites_all  hcas,
       apps.hz_customer_profiles    hcp,
       apps.hz_cust_profile_amts    hcpa,
       apps.hz_locations            hl,
       apps.ra_territories          ter,
       apps.ar_collectors           col
 WHERE
       1=1
   AND party_name like  'Florida Power%'
   AND hp.party_id            =  hca.party_id
   AND hca.cust_account_id    =  hcas.cust_account_id(+)
   AND hps.party_site_id(+)   =  hcas.party_site_id
   AND hp.party_id            =  hcp.party_id 
   AND hca.cust_account_id    =  hcp.cust_account_id
   AND hps.location_id        =  hl.location_id(+)
   AND col.collector_id       =  hcp.collector_id
   AND hcas.territory_id      =  ter.territory_id(+)
   AND hcp.cust_account_profile_id = hcpa.cust_account_profile_id
 --  AND hp.party_type          = 'ORGANIZATION'    -- only ORGANIZATION Party types
  -- AND hp.status              = 'A'               -- only Active Parties/Customers
   AND hp.party_number        = 8899
 ORDER BY TO_NUMBER(hp.party_number), hp.party_name, hca.account_number;

Query to find Details Of OM and Install Base

SELECT okh.contract_number         "Contract Number",cl.ATTRIBUTE6,
       okh.scs_code                "Code",
       ooh.order_number            "Order Number",
       TO_NUMBER(sl.line_number)   "SL Line",
       sl.lse_id                   "SL LSE ID",
       TO_NUMBER(cl.line_number)   "CL Line",
       cl.lse_id                   "CL LSE ID",
       TO_CHAR(cl.id)              "CL ID",
       msi.inventory_item_id,
       msi.segment1                "Item Number",
       cii.serial_number           "Serial Number",
       okh.start_date              "Contract Start Date",
       sl.start_date               "Line Start Date",
       cl.start_date               "Subline Start Date",
       cii.*
  FROM apps.okc_k_headers_all_b   okh,
       apps.okc_k_lines_b         sl,
       apps.okc_k_lines_b         cl,
       apps.okc_k_items           oki,
       apps.okc_k_rel_objs        rel,
       apps.csi_item_instances    cii,
       apps.mtl_system_items_b    msi,
       apps.oe_order_headers_all  ooh
 WHERE 1=1
   AND okh.id                   =  sl.chr_id
   AND cl.cle_id                =  sl.id
   AND sl.cle_id IS NULL
   AND cl.id                    =  oki.cle_id(+)
   AND oki.object1_id1          =  cii.instance_id
   AND cii.inventory_item_id    =  msi.inventory_item_id
   AND okh.inv_organization_id  =  msi.organization_id
   AND rel.chr_id               =  okh.id
   AND rel.jtot_object1_code    =  'OKX_ORDERHEAD'
   AND rel.object1_id1          =  ooh.header_id
   AND oki.object1_id2          =  '#'
   AND okh.contract_number = 'US000016348'
  -- AND cii.serial_number = 'FM1407CB00D'
 -- AND TO_CHAR(cl.id) = '97803583007615608399812980983947089161'
   -- AND okh.cust_po_number       =  ooh.cust_po_number
   -- AND okh.ship_to_site_use_id  =  ooh.ship_to_org_id
   /* if subline start date is earlier than line start date */
   -- AND sl.start_date > cl.start_date
   -- AND sl.line_number      = 1
 ORDER BY okh.contract_number,
       TO_NUMBER(sl.line_number),
       TO_NUMBER(cl.line_number);

3133: Activity instance 'FULFILL_LINE' is not a notified activity Error in OM / Progress Order lines STUCK in Fulfillment Set

If some of order lines in a fulfillment set are closed/cancelled (because of data corruption) while other lines of same set are still open then this is true case of data corruption .In such case open lines will got stuck in AWAITING FULFILLMENT.( Reason - Purpose of the Fulfillmet set is to fulfill all the lines in the set together, but if any of line is closed/cancelled then rest all lines will stuck at workflow activity FULFILL -NOTIFED or ERROR).

Here is issue description:

Order having 2 Line - Line1 and Line2 and Both lines are assigned to Fullfillment Ser "1".
But some how Line1 got closed, due this Even though we comepleted all the shipping process on Line, Still line2 is in Shipped Status and workflow erroring out with below error.


3133: Activity instance 'FULFILL_LINE' is not a notified activity

Solution - Remove the Fulfillment Set from Line2 and Retry the workflow activity.

FYI:

SELECT * FROM    APPS.oe_line_sets ls, APPS.oe_sets s WHERE  1=1
 --ls.line_id    = 402039
AND     ls.set_id     = s.set_id
AND s.set_id = 1636905;

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How to Add Change Reason Codes in Oracle Order Management

1. Go To

Order Management Resp > Setup -> Quick Codes->Order Management

Search with Type as > CANCEL_CODE

Test Reason_1
Test Reason_2

2. Go To Sales Order Line Level and now we can see the above two newly added Reasons. 

Journal Approval Process in R12

Prerequisite SETUPS:
===================

1. Enable journal approval in the primary  ledger:

GL Responsibility > Setups > Financials >  Accounting Setup Manager > Accounting Setups

Query with Ledger Name and click on "Update Accounting Options"
Click on "Update" of corresponding ledger and  then Click on "Ledger Options" and Enable Check Box "Enable Journal Approvals".

2. Enable Journal Approvals at Journal Source Level:

3. Setup Journal Approvals Limit for Employees.

Just for demo purpose i am using below limits,

Once Employee Stock, Ms. Pat enter journal, it will go approvals as per below limits.

4. Setup Profile Options:

Profile Name - Journals: Find Approver Method.

Go Up Management Chain: The journal batch moves up the approval hierarchy until it has  been  approved  by  an  approver  whose  authorization  limit  is  sufficient  to  allow approval. The journal batch must be approved by all intermediate approvers as well.

Go  Direct: The  journal  batch  is  sent  directly  to  the  first  approver  in  the  approval hierarchy  who  has  an  authorization  limit  high  enough  to  allow  approval.  The  preparer's direct manager receives a courtesy notice.

One Stop Then Go Direct: The journal batch is first sent to the preparer's manager for approval.  If  further  approvals  are  required, the  journal  batch  is  sent  directly  to  the  first approver  in  the  approval  hierarchy  who  has  an  authorization  limit  high  enough  to  allow approval.

Profile Option - Journals: Allow Preparer Approval  And Value - No

Process:

Now Create Journal and Approve Accordingly based on Approval Limit.

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COGS and Deferred COGS In Oracle R12

The deferred COGS account is the new feature introduced in Release 12. The key fundamental behind the feature is that the COGS is now directly matched to the Revenue. In simple terms, this means, COGS for an order line will be recognized only if the revenue is recognized for that line making sure that the revenue and COGS are posted in the same month. Matching percentage is also taken care which ensures that revenue and cost are always in sync.

SETUP > Inventory Resp >  Setup > Organization > Parameters > Other Accounts

Here Enter Deferred COGS Account

STEP:
==========

1. Create Sales Order and do Pick Confirm
2. Complete Shipping Confirm Process and run interface trip stop Program.

 Below two Accounts Will hit.

Cr      > Inventory Valuation accoun
Dr      > Deferred COGS Accoun

Go To Inventory responsibility and Review the Accounts in Material Transactions form.

3. Run Workflow Background Process and AutoInvoice Master Program to Create Invoice in AR.

Now AR invoice Got Created, But Revenue not yet Recognized.

Go To AR Resp > Control > Accounting And Search with Sales Order Number.

Revenue Not Yet Recognized.

4. Recognize the revenue in AR.

NAV >  Accounts Receivables Resp > Control > Run "Revenue Recognition" Program.

After running the program, again check for Revenue.

5. Now we have to accept the Revenue.

Click on "Manage Revenue".

6. Run Below Set Of Concurrent Programs.

Record Order Management Transactions: records new sales order transaction activity such as shipments and RMA returns in Oracle Order Management.

Collect Revenue Recognition Information: determines the percentage of recognized or earned revenue related to invoiced sales order shipment lines in Oracle Receivables.

Generate COGS Recognition Events: creates and costs COGS recognition events for new sales order shipments/returns and changes in revenue recognition and credits for invoiced sales order shipment lines.

After Running ABove Programs, Verify "Material Transaction" Form. A non-physical transaction has been generated Transaction Type= COGS Recognition

Click on "Distributions" Button and verify Accounts.

Deffered COGS : Credit
COGS : Debit.

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R12 Inventory Month End Period End Process

• Generally, We should open and close periods for each separate inventory organization independently. 

• Inventory and work in process transactions automatically create accounting entries. All accounting entries have transaction dates that belong in one accounting period. We can report and reconcile Our transaction activity to an accounting period and General Ledger. We can transfer summary or detail transactions to General Ledger. We can transfer these entries to General Ledger when We close the period or perform interim transfers.

• When We transfer to General Ledger, a general ledger (GL) batch ID and organization code are sent with the transferred entries. We can review and report the GL batch number in General Ledger and request Inventory and Work in Process reports by the same batch number. We can also view general ledger transfers in Inventory and drill down by GL batch ID into the inventory and WIP accounting distributions.

• The period close process permanently closes an open period. We can no longer charge transactions to a closed period. Once We close a period, it cannot be reopened. As a precaution, We can do a GL transfer without closing the period.

• If inventory organization’s parameter for Transfer to GL is None, accounting entries are not transferred to the General Ledger. 

 Oracle Inventory uses accounting periods to group material transactions and work in process transactions for accounting purposes. So normally these deatils are grouped for a month and the transaction details are posted to GL.

An automatic general ledger transfer is processed when We close an accounting period.

Pending transactions:

Before closing the inventory Period make sure all pending transactions are resolved. In pending transaction form we can see all pending transactions or while trying to close the period, automatically system will display all pending transaction information. In pending transactions we can find number of unprocessed material transactions, uncosted material transactions, and pending WIP costing transactions existing in this period. These must be resolved before the period is closed.

Resolution Recommended  on  pending receiving transactions,pending material transactions, and pending shop floor move transactions existing in this period.

Inventory Resp --> Transactions --> Pending Transactions 

Close a open/error status period :


Inventory Resp  --> Accounting Close Cycle --> Inventory Accounting Periods

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