Search Results hz_credit_profiles_pk

Overview

The HZ_CREDIT_PROFILES table is a core data object within Oracle E-Business Suite (EBS) 12.1.1 and 12.2.2, specifically for the Receivables (AR) module. It serves as the central repository for storing and managing credit policy profiles for trading partners, which can be customers or other party entities. This table is fundamental to the application's credit management functionality, enabling businesses to define and enforce credit limits, risk classifications, and collection terms on a per-party basis. Its role is to provide a structured framework for assessing and controlling credit exposure, directly impacting order management and accounts receivable processes.

Key Information Stored

The table stores comprehensive attributes that define a party's creditworthiness and associated policies. The primary identifier is the CREDIT_PROFILE_ID. While the provided metadata does not list all columns, based on its purpose and common EBS schema patterns, this table typically holds critical fields such as the PARTY_ID (linking to HZ_PARTIES), CREDIT_LIMIT, RISK_CODE, CREDIT_RATING, COLLECTOR_ID, and STATUS. It also includes the ORGANIZATION_ID (foreign key to HR_ALL_ORGANIZATION_UNITS) to segregate credit profiles by operating unit and the ITEM_CATEGORY_ID (foreign key to MTL_CATEGORIES_B) to potentially apply category-specific credit rules. Other common columns track creation and update dates, along with the associated currency for monetary limits.

Common Use Cases and Queries

This table is central to credit checking during order entry and customer onboarding. A typical use case involves querying a customer's active credit limit and current balance to approve or hold a sales order. Common reporting scenarios include analyzing credit exposure by risk class or identifying customers nearing their credit limits. A fundamental query pattern joins HZ_CREDIT_PROFILES with HZ_PARTIES and HZ_CUST_ACCOUNTS to retrieve a customer's credit information.

• Sample SQL: SELECT hp.party_name, hcp.credit_limit, hcp.risk_code FROM hz_parties hp, hz_cust_accounts hca, hz_credit_profiles hcp WHERE hp.party_id = hca.party_id AND hca.cust_account_id = hcp.cust_account_id AND hcp.status = 'ACTIVE';
• Integration Point: The credit profile data is often accessed via public APIs like HZ_CUSTOMER_PROFILE_V2PUB and is critical for the "Credit Check" concurrent program and related AR workflows.

Related Objects

The HZ_CREDIT_PROFILES table maintains key relationships with other EBS objects, as documented in the provided foreign key metadata.

• Primary Key: HZ_CREDIT_PROFILES_PK on CREDIT_PROFILE_ID.
• Foreign Key References From: The HZ_CREDIT_PROFILE_AMTS table references HZ_CREDIT_PROFILES via HZ_CREDIT_PROFILE_AMTS.CREDIT_PROFILE_ID, storing additional amount-based profile details.
• Foreign Key References To:
  • HR_ALL_ORGANIZATION_UNITS: Via HZ_CREDIT_PROFILES.ORGANIZATION_ID, linking the profile to a specific operating unit.
  • MTL_CATEGORIES_B: Via HZ_CREDIT_PROFILES.ITEM_CATEGORY_ID, allowing credit rules to be associated with an inventory item category.
• Logical Relationships: While not listed as a formal foreign key in the snippet, this table is intrinsically linked to the Trading Community Architecture (TCA) model, typically relating to HZ_PARTIES and HZ_CUST_ACCOUNTS to identify the party or customer account.