Search Results hz_cust_profile_amts




The HZ_CUST_PROFILE_AMTS table is a critical component within Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2, specifically designed to store customer profile amount-related data as part of the Trading Community Architecture (TCA) module. This table plays a pivotal role in managing customer credit information, payment terms, and other financial attributes that influence order management, accounts receivable, and collections processes. Below is a detailed technical and functional breakdown of this table.

Table Overview

The HZ_CUST_PROFILE_AMTS table stores monetary thresholds and limits assigned to customer profiles, which are used to enforce credit policies and financial controls. It is linked to the HZ_CUSTOMER_PROFILES table via the CUST_ACCOUNT_PROFILE_ID column, ensuring a one-to-many relationship where a single customer profile can have multiple amount-based rules. This table is integral to Oracle's Order Management (OM) and Accounts Receivable (AR) modules, as it helps automate credit checks, payment validations, and risk assessments.

Key Columns and Their Significance

  • CUST_ACCOUNT_PROFILE_ID: Foreign key linking to HZ_CUSTOMER_PROFILES, identifying the customer profile.
  • CURRENCY_CODE: Specifies the currency for the amount values, ensuring multi-currency support.
  • TRX_CREDIT_LIMIT: Defines the maximum credit amount a customer can utilize per transaction.
  • OVERALL_CREDIT_LIMIT: The total credit limit assigned to the customer across all transactions.
  • MIN_DUNNING_AMOUNT: The minimum overdue amount that triggers dunning (collections) activities.
  • MIN_STATEMENT_AMOUNT: The threshold for generating customer statements.
  • MIN_FC_BALANCE_AMOUNT: Used in foreign currency balance tracking.
  • STATUS: Indicates whether the profile amount record is active or inactive.
  • CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE: Standard Oracle audit columns.

Functional Use Cases

  1. Credit Management: The table enforces credit limits at both transaction and overall levels, preventing orders from being booked if they exceed predefined thresholds.
  2. Collections Automation: By setting MIN_DUNNING_AMOUNT, organizations can automate dunning letter generation for overdue invoices.
  3. Multi-Currency Support: The CURRENCY_CODE column allows businesses to define profile amounts in the customer's preferred currency, facilitating global operations.
  4. Financial Reporting: Data from this table feeds into AR and OM reports, helping analyze customer creditworthiness and payment behaviors.

Integration with Other Modules

The HZ_CUST_PROFILE_AMTS table interacts with several Oracle EBS modules:
  • Order Management (OM): Validates order amounts against TRX_CREDIT_LIMIT during order entry.
  • Accounts Receivable (AR): Uses OVERALL_CREDIT_LIMIT to monitor outstanding receivables and block shipments if limits are breached.
  • Collections: Leverages MIN_DUNNING_AMOUNT to prioritize collection efforts.

Technical Considerations

  • Indexing: The primary key (CUST_ACCOUNT_PROFILE_ID and CURRENCY_CODE) ensures efficient joins with HZ_CUSTOMER_PROFILES.
  • Data Integrity: Foreign key constraints maintain referential integrity with related TCA tables.
  • Performance: Large datasets may require partitioning or tuning for queries involving credit limit checks.

Conclusion

The HZ_CUST_PROFILE_AMTS table is a foundational element in Oracle EBS for managing customer financial profiles. Its structured design supports robust credit control, multi-currency operations, and seamless integration with core financial modules. Proper configuration and maintenance of this table are essential for optimizing credit risk management and ensuring smooth order-to-cash processes.