Search Results ar_trx_summary




The AR_TRX_SUMMARY table in Oracle E-Business Suite (EBS) 12.1.1 or 12.2.2 is a critical data repository within the Accounts Receivable (AR) module, designed to store summarized transactional information for reporting and analytical purposes. This table serves as an aggregated view of key financial metrics derived from detailed transaction data, enabling efficient querying and performance optimization for AR-related processes. Below is a detailed breakdown of its structure, purpose, and functional significance in Oracle EBS.

1. Purpose and Functional Context

The AR_TRX_SUMMARY table consolidates transactional data from underlying AR tables (e.g., RA_CUSTOMER_TRX, RA_CUST_TRX_LINE_GL_DIST) to provide a summarized view of receivables. Its primary objectives include:

  • Performance Optimization: By pre-aggregating data, it reduces the computational overhead of generating real-time reports.
  • Reporting Efficiency: Supports AR dashboards, aging reports, and reconciliation processes without querying granular transaction tables.
  • Historical Analysis: Stores summarized historical data for trend analysis and audit purposes.

2. Key Columns and Data Structure

The table typically includes the following columns, though specific implementations may vary:

Column Name Data Type Description
TRX_SUMMARY_ID NUMBER Primary key, unique identifier for each summary record.
CUSTOMER_TRX_ID NUMBER Foreign key linking to RA_CUSTOMER_TRX.
ORG_ID NUMBER Operating Unit identifier for multi-org setups.
TRX_DATE DATE Transaction date, used for aging calculations.
GL_DATE DATE General Ledger posting date.
AMOUNT_DUE_ORIGINAL NUMBER Original invoice amount.
AMOUNT_DUE_REMAINING NUMBER Outstanding balance after payments/credits.
CURRENCY_CODE VARCHAR2 Transaction currency.

3. Integration with AR Processes

The AR_TRX_SUMMARY table is populated and updated through:

  • AutoInvoice: Summarizes imported transactions during the AutoInvoice process.
  • Payment Applications: Adjusts AMOUNT_DUE_REMAINING when payments are applied.
  • Month-End Close: Refreshes aggregated data for financial reporting.

4. Technical Considerations

  • Indexing: Typically indexed on CUSTOMER_TRX_ID, ORG_ID, and TRX_DATE for fast retrieval.
  • Partitioning: In high-volume environments, partitioning by GL_DATE or ORG_ID may be implemented.
  • Purge Logic: Summary data may be purged or archived based on retention policies.

5. Use Cases

Common scenarios leveraging AR_TRX_SUMMARY include:

  • Aging Reports: Calculates overdue amounts by bucketing transactions based on TRX_DATE.
  • Dunning Letters: Identifies delinquent accounts via summarized balances.
  • Reconciliation: Cross-validates GL balances with AR subledger totals.

6. Limitations and Customizations

While Oracle provides standard summarization logic, implementations often extend the table to include:

  • Custom columns (e.g., project-specific attributes).
  • Triggers or APIs to enforce business rules during updates.
  • Materialized views for complex aggregations.

Conclusion

The AR_TRX_SUMMARY table is a cornerstone of Oracle AR’s reporting infrastructure, balancing performance with analytical depth. Its design reflects Oracle’s emphasis on scalability, particularly in environments with high transaction volumes. Administrators should monitor its growth and indexing strategies to maintain optimal performance.

  • Table: AR_TRX_SUMMARY 12.2.2

    owner:AR,  object_type:TABLE,  fnd_design_data:AR.AR_TRX_SUMMARY,  object_name:AR_TRX_SUMMARY,  status:VALID,  product: AR - Receivables ,  description: This table stores the fields, such as 'Total Invoices Value', 'Total Invoices Count', 'Total Cash Receipts Value', etc., that require summarization for a specified period of time. The lowest level of granularity at which the data can be st ,  implementation_dba_data: AR.AR_TRX_SUMMARY , 

  • Table: AR_TRX_SUMMARY 12.1.1

    owner:AR,  object_type:TABLE,  fnd_design_data:AR.AR_TRX_SUMMARY,  object_name:AR_TRX_SUMMARY,  status:VALID,  product: AR - Receivables ,  description: This table stores the fields, such as 'Total Invoices Value', 'Total Invoices Count', 'Total Cash Receipts Value', etc., that require summarization for a specified period of time. The lowest level of granularity at which the data can be st ,  implementation_dba_data: AR.AR_TRX_SUMMARY , 

  • Concurrent Program: ARSUMREF 12.1.1

    execution_filename: ar_trx_summary_pkg.refresh_all ,  product: AR - Receivables ,  user_name: ARSUMREF ,  description: AR summary tables complete refresh program ,  argument_method: Standard ,  enabled: Yes ,  execution_method: PL/SQL Stored Procedure , 

  • Concurrent Program: ARSUMREF 12.2.2

    execution_filename: ar_trx_summary_pkg.refresh_all ,  product: AR - Receivables ,  user_name: ARSUMREF ,  description: AR summary tables complete refresh program ,  argument_method: Standard ,  enabled: Yes ,  execution_method: PL/SQL Stored Procedure , 

  • Table: HZ_CUST_SITE_USES_ALL 12.1.1

    owner:AR,  object_type:TABLE,  fnd_design_data:AR.HZ_CUST_SITE_USES_ALL,  object_name:HZ_CUST_SITE_USES_ALL,  status:VALID,  product: AR - Receivables ,  description: Stores business purposes assigned to customer account sites. ,  implementation_dba_data: AR.HZ_CUST_SITE_USES_ALL , 

  • Table: HZ_CUST_SITE_USES_ALL 12.2.2

    owner:AR,  object_type:TABLE,  fnd_design_data:AR.HZ_CUST_SITE_USES_ALL,  object_name:HZ_CUST_SITE_USES_ALL,  status:VALID,  product: AR - Receivables ,  description: Stores business purposes assigned to customer account sites. ,  implementation_dba_data: AR.HZ_CUST_SITE_USES_ALL ,