Search Results gl_period_types

Overview

The GL_PERIOD_TYPES table is a core reference table within the Oracle E-Business Suite General Ledger (GL) module. It serves as the master repository for defining the calendar period types used for financial accounting and reporting. A period type represents the frequency and structure of accounting periods, such as Month, Quarter, or Year, which form the foundation of a financial calendar. This table is critical for establishing the temporal framework for all transactional and balance data within the General Ledger, ensuring consistent periodization across journals, budgets, balances, and reporting. Its central role is evidenced by its extensive foreign key relationships with numerous core GL and subledger tables.

Key Information Stored

While the provided metadata does not list specific columns, based on its documented purpose and primary key, the table typically stores the following key attributes. The primary identifier is the PERIOD_TYPE_ID, a unique system-generated key. The most critical user-facing column is the PERIOD_TYPE name (e.g., 'Month', 'Quarter'), which defines the period frequency. Additional columns often include a user description, the number of periods per year for the type, and creation/update audit information. This table acts as a parent definition, where each record (period type) is associated with many child period instances defined in the GL_PERIODS table.

Common Use Cases and Queries

The primary use case is the setup and maintenance of financial calendars during implementation. Administrators query this table to validate configured period types or to provide lists for user interfaces. A common reporting need is to join GL_PERIOD_TYPES with GL_PERIODS to generate a list of all accounting periods for a given ledger. For technical troubleshooting, queries often join GL_PERIOD_TYPES to transactional tables like GL_JE_BATCHES or GL_BALANCES to analyze data by period frequency. A fundamental query pattern is:

• SELECT pt.period_type, p.period_name, p.start_date, p.end_date
• FROM gl_period_types pt, gl_periods p
• WHERE pt.period_type = p.period_type
• AND p.period_set_name = '&Calendar_Name'
• ORDER BY p.start_date;

Related Objects

The GL_PERIOD_TYPES table has a foundational relationship with the GL_PERIODS table via the PERIOD_TYPE column, which defines the frequency for each specific period instance. As documented, its PERIOD_TYPE_ID primary key is referenced by a significant number of tables across the GL and Projects (PA) modules, highlighting its systemic importance. Key documented foreign key relationships include:

• GL_BALANCES / GL_DAILY_BALANCES: Stores period-end and daily account balances by PERIOD_TYPE.
• GL_SETS_OF_BOOKS (Ledgers): References the period type via ACCOUNTED_PERIOD_TYPE to define the primary accounting calendar.
• GL_BUDGET_INTERFACE & GL_RECURRING_HEADERS: Uses PERIOD_TYPE for budget uploads and recurring journal definitions.
• GL_PERIOD_STATUSES: Tracks the open/close status for each period of a given PERIOD_TYPE.
• PA_IMPLEMENTATIONS_ALL & PA_PROJ_PERIOD_PROFILES: Links Projects module accounting periods to the GL's PERIOD_TYPE for integration.