Search Results mtl_period_summary




Overview
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Overview

The MTL_PERIOD_SUMMARY table is a core data repository within Oracle E-Business Suite Inventory (INV) module. It serves as a summary ledger, systematically storing aggregated inventory valuation data for each subinventory at the close of every accounting period. Its primary role is to provide a permanent, period-end snapshot of inventory balances, which is critical for financial reporting, cost accounting, and inventory reconciliation processes. By capturing summarized values rather than transactional detail, it enables efficient historical analysis and period-to-period comparisons of inventory investment and valuation across the organization.

Key Information Stored

The table's structure is defined by a composite primary key that uniquely identifies each summary record: the organization, the subinventory, and the accounting period. The key columns, as documented, are ACCT_PERIOD_ID, ORGANIZATION_ID, and SECONDARY_INVENTORY. For each unique combination, the table stores summarized financial quantities such as the total quantity on hand, the total inventory value, and various cost components (like material, overhead, and resource costs). These aggregated figures are the result of rolling up all inventory transactions posted to that specific subinventory during the closed accounting period.

Common Use Cases and Queries

The primary use case is generating period-end inventory valuation reports for financial statements and management review. Analysts query this table to track inventory value trends by subinventory or to reconcile the general ledger inventory accounts. A typical query retrieves the closing balance for a specific period range. For example:

  • To obtain the period-end value for all subinventories in a given organization for the last closed period: SELECT secondary_inventory, total_value FROM inv.mtl_period_summary mps WHERE organization_id = :org_id AND acct_period_id = (SELECT acct_period_id FROM org_acct_periods WHERE organization_id = :org_id AND period_close_date IS NOT NULL ORDER BY period_end_date DESC FETCH FIRST 1 ROW ONLY);
  • To analyze inventory value movement across consecutive periods for cost center reporting.
  • To serve as the definitive source for audit trails regarding historical inventory valuations.

Related Objects

As indicated by its foreign key constraints, MTL_PERIOD_SUMMARY has direct dependencies on two fundamental master tables. It references MTL_SECONDARY_INVENTORIES to validate the subinventory and organization, ensuring summary records only exist for valid subinventories. It also references ORG_ACCT_PERIODS to validate the accounting period and organization, tying inventory valuation directly to the general ledger's calendar. This table is populated and maintained by the standard period close processes in Inventory. It is commonly joined with views like CST_PERIOD_SUMMARY_V for cost analysis and is a critical source for inventory valuation and subinventory-level financial reports within the system.