Search Results hz_cust_account_roles




The HZ_CUST_ACCOUNT_ROLES table in Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2 is a critical component of the Trading Community Architecture (TCA) module. It serves as a repository for storing relationships between customer accounts and their associated parties, defining the roles that parties play within those accounts. This table is fundamental for managing customer data, enabling organizations to track interactions, responsibilities, and affiliations across their customer base. Below is a detailed analysis of its structure, purpose, and integration within Oracle EBS.

Structure of HZ_CUST_ACCOUNT_ROLES

The HZ_CUST_ACCOUNT_ROLES table contains columns that define the relationship between a customer account (CUST_ACCOUNT_ID) and a party (PARTY_ID), along with the role (ROLE_TYPE) the party assumes. Key columns include:
  • CUST_ACCOUNT_ROLE_ID: Primary key, uniquely identifying each role assignment.
  • CUST_ACCOUNT_ID: Foreign key referencing HZ_CUST_ACCOUNTS, linking to the customer account.
  • PARTY_ID: Foreign key referencing HZ_PARTIES, identifying the party (individual or organization) associated with the account.
  • ROLE_TYPE: Defines the role (e.g., "CONTACT," "BILL_TO," "SHIP_TO," "DECISION_MAKER").
  • STATUS: Indicates whether the role is active ("A") or inactive ("I").
  • CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE: Audit columns tracking record changes.

Purpose and Functionality

The table facilitates granular management of customer relationships by:
  • Role-Based Access: Assigning specific roles (e.g., "BILL_TO" for invoicing) to parties within an account.
  • Hierarchy Management: Supporting complex organizational structures (e.g., subsidiaries, departments) via role assignments.
  • Integration with Modules: Roles influence processes in Order Management (OM), Accounts Receivable (AR), and Service Contracts.
  • Data Consistency: Ensuring party-account relationships adhere to TCA’s unified data model.

Integration with Oracle EBS Modules

HZ_CUST_ACCOUNT_ROLES integrates with:
  • Order Management (OM): Roles like "SHIP_TO" determine shipping addresses.
  • Accounts Receivable (AR): "BILL_TO" roles link to invoicing and payment terms.
  • Service Contracts: "CONTACT" roles define service agreement stakeholders.
  • CRM: Roles enable targeted marketing and service interactions.

Key Considerations

  • Data Volume: High-traffic implementations may require indexing on CUST_ACCOUNT_ID and PARTY_ID for performance.
  • Custom Roles: While Oracle provides standard role types, custom roles can be added via lookups.
  • Upgrade Impact: Between 12.1.1 and 12.2.2, schema changes are minimal, but testing is advised for custom extensions.

Conclusion

The HZ_CUST_ACCOUNT_ROLES table is a cornerstone of Oracle EBS’s customer data framework, enabling precise role management and cross-module functionality. Its design ensures scalability and flexibility, supporting diverse business requirements while maintaining data integrity. Proper utilization of this table enhances customer relationship management, operational efficiency, and reporting accuracy within Oracle EBS implementations.