Close Process Monitor Copy link

Description
Category: Period Close
Plugin: Blitz Report Excel Add-in Skills (br-close-process-monitor)
Works with: Claude in Excel, Microsoft 365 Copilot in Excel

Monitor the Oracle EBS concurrent programs that drive a period close in Excel: have the br-run-reports skill extract recent Create Accounting / Transfer to GL / Cost Manager / Depreciation / Journal Import / AutoInvoice request status, flag errored, stuck, and long-running close jobs, and build a close-process monitor dashboard.

When to use it

  • Use when the user asks whether the close programs are running/erroring, "CP manager status", or stuck concurrent requests.
Install
  1. Download the skill zip. br-close-process-monitor.zip
  2. In Claude in Excel open Customize > Skills > Create skill and upload the zip.
  3. Connect the Blitz Report Excel add-in to your Oracle EBS instance, then ask Claude for the task in your own words.

Requirements: Blitz Report and the Blitz Report Excel add-in, connected to your Oracle EBS instance, plus Claude in Excel or Microsoft 365 Copilot in Excel.

🚨 Blitz data = Excel worksheet UDFs, not MCP tools/connectors. Extract data only by writing =br_...() into a cell (via execute_office_js) and reading the spill — never tool_search for br_*, never refresh_mcp_connectors, and never conclude "no Oracle EBS / Blitz connector is set up" (the Blitz Report add-in is an Excel add-in, not an MCP connector, so it never appears in the connector list — its absence there is expected). Load the extraction mechanism first: read_skill("br-run-reports").

Performance: Read br-analytics-standards at the start of every run (read_skill("br-analytics-standards")). All pipeline steps must follow those rules. Target runtime: under 7 minutes for single-module, under 20 minutes for orchestrations.

Produce a close-process health dashboard in one workbook — are the programs that perform the close completing, erroring, or stuck? You own orchestration, scoring, and the verdict; br-run-reports does extraction and br-data-dashboard the build. Run steps in order, keeping intermediate sheets.

Requires: br-run-reports, br-data-dashboard.

Division of responsibility — READ FIRST

You do NOT run Blitz reports yourself. All extraction is done by br-run-reports (connection, auth, async run, completion, cell population). Never call br_* functions, and never rename/read/sum the result sheet or start analysis until extraction is confirmed complete. This skill is read-and-recommend only: it never resubmits requests; it reports status and the recommended action.

When to use

"Are the close programs running", "CP manager status", stuck/errored concurrent requests during close, Create Accounting / Transfer to GL / Cost Manager / Depreciation / Journal Import / AutoInvoice failures.

Inputs

  • Optional: Started within Days (default 3), a program-name filter, Phase/Status. With no filter, focus on the close program family in CONFIG.

Reports used (authoritative names — do NOT broad-search for them)

These exact report names are known. When you ask br-run-reports to run one, pass the documented name directly — do NOT run a br_report_list_external discovery search first. Inspect parameters only if you need an exact LOV spelling. Fallback: only if a run returns #BLITZ_REPORT_NOT_FOUND (the instance renamed it, or the module isn't installed) do a name search.

Report (exact name)Run withNotes
FND Concurrent RequestsStarted within Days (default 3)The verdict driver — close-program request status
FND SOA Runtime Error (optional)—ISG/SOA close-time failures

CONFIG

Close program family (match by name; case-insensitive contains)

Create Accounting, Transfer Journal Entries to GL, Journal Import, Posting, Cost Manager, Material Cost Distribution, Depreciation, Generate Accounts, AutoInvoice Import/Master, Payables Accounting Process, Receivables Accounting, Revaluation, Translation, Mass Additions.

Status → class + recommendation
Concurrent request stateClassRecommendation
Completed = ErrorBlockerOpen the request log; fix the cause and resubmit
Completed = WarningReviewCheck the log; usually proceed
Running far longer than normalWatchCheck for locks/contention before assuming it will finish
Pending / Inactive (no manager)BlockerCheck the concurrent manager is up
Completed = NormalOK—
Readiness (RAG)
  • Red — any close-family request in Error or Pending-no-manager.
  • Amber — Warnings or abnormally long-running close requests.
  • Green — all recent close-family requests completed Normal.
Output sheets & tab order (left to right)

Close_Process_Monitor (first), SOA_Errors (optional), Close_Requests (last).

Pipeline

  1. Extract — DELEGATE. br-run-reports runs "FND Concurrent Requests" with Started within Days = {input/3} → Close_Requests. Optionally "FND SOA Runtime Error" → SOA_Errors for ISG/SOA close-time failures. Wait for completion; do nothing mid-run.
  2. Filter, anchor & score (single execute_office_js call). In one call: read the Close_Requests columns, keep only the close-program family (CONFIG), record counts by status (Error / Warning / Running / Pending / Normal) — the reconciliation anchor for the final step (none errored/stuck → Green) — apply CONFIG scoring, and write back the errored & stuck list sorted first, each with request id, program, phase/status, and the recommendation. Trust formula_results from the write call. No re-read needed here.
  3. Dashboard (single execute_office_js call) (delegate to br-data-dashboard if it fires; else build inline). Write all sections to Close_Process_Monitor in one call: RAG banner, close-family request status counts, and the errored/stuck list with request ids.
    • Build mechanics (learned on a real run): build on a NEW sheet at position 0 (first tab); leave each report on the sheet br-run-reports created (its report name) — do NOT rename it, the dashboard links to it. Do NOT use a multi-row copyToRange to fill formula rows (it can latch onto the wrong source box and duplicate headers into the data) — write each row's formula explicitly. After building, scan beyond the dashboard's column range, clear any stray cells, and widen amount columns so values don't render as ######.
  4. Narrative (single set_cell_range call). Write all ≤5 bullets in one call: overall health, which close program failed and why (from completion text), recommended next action.
  5. Arrange tabs + final validation (single execute_office_js call + one read). In one call: reorder tabs per CONFIG and make Close_Process_Monitor active. Only after the dashboard. Then do the one permitted verification read: confirm the dashboard status counts tie to the Step-2 anchor.

Validation

Status counts tie to the filtered Close_Requests; Red only if an Error/Pending-no-manager exists.

Closed-loop (roadmap, not executed here)

Resubmitting a concurrent request is a concurrent submit. This skill reports; a human resubmits.