We’re experiencing an issue with our stock control report in OTBI where not all inventory items are displaying despite being correctly set up in the system. We’ve verified that the items exist in our inventory organization (ORG-WEST) and have on-hand quantities, but the report only shows about 60% of our total SKUs.
I’ve checked the report filters and they seem correct - we’re filtering by organization and item status (Active). The missing items are all active and assigned to the same organization as the ones that do appear. User permissions have been reviewed and our reporting team has full access to the inventory module.
Has anyone encountered similar issues with OTBI stock control reports in ofc-22d? We need to ensure complete inventory visibility for our quarterly reconciliation process.
Excellent troubleshooting! Let me provide a comprehensive solution addressing all the key areas:
Report Filters Configuration:
Your report filters need to be comprehensive. Beyond organization and status, add explicit filters for:
Item Type (to ensure you’re capturing all relevant types)
Effectivity Date filters using CURRENT_DATE to exclude future-dated assignments
Add a null check for critical attributes to identify data quality issues
Inventory Organization Assignment:
The organization assignment issue you discovered is critical. To prevent this:
Navigate to Product Information Management > Items > Manage Items
For bulk updates, always verify the Organization Assignments tab
Ensure Effective From date is set to current date or earlier
Use the ‘Assign to Organizations’ scheduled process with validation enabled
Create a monitoring report that flags items with future-dated org assignments
User Permissions and Data Security:
The data security policy filtering was your main culprit. Here’s how to fix it:
Go to Tools > Security Console > Data Security Policies
Locate the policy affecting ‘Supply Chain - Inventory Management Real Time’
Review the Item Category condition - it likely has a restrictive IN clause
Work with your security admin to either:
Expand the policy to include all valid item categories
Create a separate policy for reporting users with broader access
Use a category hierarchy approach rather than explicit category lists
Validation Steps:
Create a validation query to identify problematic items:
Run a report comparing total items in Item Master vs. items visible in stock reports
Add columns for Inventory Item Flag, Stockable Flag, Item Category, and Org Assignment Effective Dates
Schedule this weekly to catch future data quality issues
Best Practice for ofc-22d:
Implement a data governance process where:
All item imports include validation of organization assignments and effectivity dates
Item categories are standardized and documented
Data security policies are reviewed quarterly
A reconciliation report runs weekly comparing item master counts to report visibility
This multi-layered approach ensures complete inventory visibility while maintaining proper security controls. The combination of fixing the data security policy and cleaning up the organization assignments should resolve your 60% visibility issue immediately.
This draft is based on general Oracle Fusion Cloud knowledge. It has not been verified against your specific version and environment. Practitioners: verify the steps and share your experience below.
I’ve seen this before. Check if your report is using the correct subject area. Sometimes the default stock control reports pull from a limited subject area that doesn’t include all item types. Navigate to the report definition and verify you’re using ‘Supply Chain - Inventory Management Real Time’ as your subject area rather than the summarized versions.
Also worth checking the item attributes. In ofc-22d, certain item attributes can affect visibility in reports even when the item status is Active. Specifically look at:
Inventory Item Flag (must be Yes)
Stockable Flag (must be Yes for stock reports)
Planning Make Buy Code
I had a similar issue where items with Planning Make Buy set to ‘Phantom’ weren’t appearing in standard stock reports. You might need to add these attributes as additional filters or columns to troubleshoot which items are being excluded.
Tested this on Oracle Fusion Cloud 23D and adding the Effectivity Date filter using CURRENT_DATE in OTBI immediately surfaced the missing inventory items with future-dated organization assignments.
Thanks for the suggestions. I checked the subject area and we are using the Real Time one. However, the item attributes angle is interesting - I’ll audit those fields on the missing items tomorrow.
Another thing to investigate is the organization assignment at the item level versus the report filter. Even if items are assigned to ORG-WEST, they need to be assigned to that specific organization in the item master with the correct effectivity dates. I’ve seen cases where bulk imports created items with future-dated organization assignments, causing them to be excluded from current reports. Check the Item Organizations page for a few missing items and verify the effective dates are in the past.
User permissions can be tricky with OTBI. Even though your team has access to the inventory module, OTBI uses separate data security policies. Check if there’s a data security policy applied to the inventory subject area that might be filtering rows based on user attributes. Go to Administration > Manage Data Security Policies and look for any policies affecting the Inventory subject areas. Sometimes these policies filter by item category or planner code without it being obvious in the report interface.
Found it! The issue was a combination of problems. The data security policy was filtering based on item category, and we had about 40% of items with a category that wasn’t included in the policy. Additionally, some items had organization assignments with future effective dates from a recent bulk update.