Results for “schedule_close_date”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

WIP_BIS_PERIOD_BALANCE_V is an APPS-owned view in the Work in Process (WIP) module of Oracle E-Business Suite, valid in both 12.1.1 and 12.2.2. Its documented purpose is to report the value of WIP for discrete jobs and repetitive schedules, aggregated by accounting period. The view is part of the Oracle Business Intelligence System (BIS) layer, a set of denormalized reporting objects originally built to support Oracle Daily Business Intelligence and related WIP analytics. It therefore serves as a read-only reporting and integration surface rather than a transactional object.

The view is a thin projection over a single base object: it selects a defined subset of columns from WIP_BIS_PERIOD_BALANCE without joins, filters, or aggregation logic of its own. This confirms its role as a stable presentation layer: the underlying synonym can be repopulated or rebuilt (for example by a concurrent program or data-collection process) while the view preserves a consistent column contract for reports, extracts, and downstream interfaces.

Underlying Base Objects

Per the documented metadata, the only referenced base object is the synonym WIP_BIS_PERIOD_BALANCE. Because the view text contains no joins or derivations, each row of the view corresponds one-to-one with a row in the base object.

The WIP_BIS_PERIOD_BALANCE object holds period-end WIP balance snapshots. In practice these snapshots are populated by a collection or summarization process that reads transactional WIP and cost data (discrete jobs, repetitive schedules, and their associated costs) and stores the results keyed by organization, accounting period, and cost category. The view exposes that stored snapshot to consumers without requiring knowledge of the collection mechanism.

Key Columns

• ORGANIZATION_ID — Inventory organization identifier; the primary partition key for multi-org reporting.
• ORGANIZATION_NAME — Denormalized organization name, included to simplify reporting without an inventory organization join.
• LEGAL_ENTITY — The legal entity associated with the organization, supporting statutory and ledger-level reporting.
• SCHEDULE_CLOSE_DATE — The close date of the schedule (discrete job or repetitive schedule) contributing to the balance. This is the column users most often search for, as it allows period balances to be attributed to the schedule-close timing rather than only to the accounting period.
• CATEGORY_ID — Cost element / category identifier, enabling breakdown of WIP value by material, resource, overhead, and so on.
• CONCATENATED_SEGMENTS — The accounting flexfield string, presented in its concatenated form for ledger and account analysis.
• PERIOD_SET_NAME — The accounting calendar (period set) to which the row belongs.
• PERIOD_NAME — The specific accounting period of the balance.
• BALANCE — The WIP value for the given combination of organization, period, category, and schedule close date.

Common Use Cases and Queries

Typical scenarios include period-end WIP valuation, reconciliation of WIP balances to the general ledger, trending of WIP by category, and extracts into a data warehouse or BI tool. Because SCHEDULE_CLOSE_DATE is exposed directly, analysts frequently filter or group on it to isolate schedules closed within a given window.

SELECT organization_name,
       period_name,
       schedule_close_date,
       concatenated_segments,
       SUM(balance) AS wip_balance
  FROM apps.wip_bis_period_balance_v
 WHERE organization_id = :org_id
   AND period_name     = :period
   AND schedule_close_date >= :from_date
 GROUP BY organization_name, period_name, schedule_close_date,
          concatenated_segments
 ORDER BY schedule_close_date;

A second common pattern summarizes WIP by cost category for a single organization and period, supporting cost-element analysis and GL tie-out. In all cases, the view should be treated strictly as read-only reference data; it is neither designed nor supported for DML. Because WIP_BIS_PERIOD_BALANCE is refreshed by its collection process, results reflect the data as of the most recent snapshot, and consumers should confirm the refresh schedule before relying on the view for period-close reporting.