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Overview
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Overview

The HZ_CUST_ACCOUNT_ROLES table is a core component of the Trading Community Architecture (TCA) within Oracle E-Business Suite 12.1.1 and 12.2.2. Owned by the Receivables (AR) module, it serves as the central repository for defining and managing the relationships between parties (individuals or organizations) and customer accounts. It formally records the specific roles a party performs for a given customer account, such as a primary contact, buyer, or approver. This table is fundamental to establishing the complex, multi-tiered customer and contact model that underpins transactional processes across Order Management, Receivables, and other customer-facing modules.

Key Information Stored

The table's primary key is CUST_ACCOUNT_ROLE_ID, a unique system-generated identifier for each role assignment. Its structure is defined by three critical foreign key relationships that link the role to the broader TCA model. The PARTY_ID column references HZ_PARTIES, identifying the individual or organization performing the role. The CUST_ACCOUNT_ID column references HZ_CUST_ACCOUNTS, specifying the customer account for which the role is performed. Optionally, the CUST_ACCT_SITE_ID column references HZ_CUST_ACCT_SITES_ALL, allowing a role to be further scoped to a specific customer site. Additional attributes typically include ROLE_TYPE to classify the nature of the relationship (e.g., 'CONTACT'), STATUS to indicate if the role is active, and START_DATE/END_DATE for managing the role's validity period.

Common Use Cases and Queries

A primary use case is retrieving all active contacts for a specific customer account, often for populating contact lists in order entry or customer service screens. This is also critical for reporting on customer hierarchies and relationships. The table is frequently joined in queries to resolve contact information on transactional documents. For example, to find the sold-to contact for a blanket sales agreement, the system joins OE_BLANKET_HEADERS_ALL.SOLD_TO_CONTACT_ID to HZ_CUST_ACCOUNT_ROLES.CUST_ACCOUNT_ROLE_ID. A common reporting query pattern involves joining HZ_CUST_ACCOUNT_ROLES to HZ_PARTIES and HZ_CUST_ACCOUNTS to produce a list of parties and their associated roles.

SELECT hcar.cust_account_role_id,
       hp.party_name,
       hca.account_number,
       hcar.role_type
FROM hz_cust_account_roles hcar,
     hz_parties hp,
     hz_cust_accounts hca
WHERE hcar.party_id = hp.party_id
  AND hcar.cust_account_id = hca.cust_account_id
  AND hcar.status = 'A';

Related Objects

As indicated by the extensive foreign key metadata, HZ_CUST_ACCOUNT_ROLES is a pivotal reference point for transactional data. Key related objects include: