Search Results account_plan_id

Overview

The AS_AP_ACCOUNT_PLANS table is a core data object within the Oracle E-Business Suite Sales Foundation module (AS). It functions as the primary header table for storing master records of account plans. An account plan is a strategic document used by sales teams to define goals, strategies, and objectives for managing key customer accounts. This table serves as the central parent entity, linking to detailed child records for business drivers, strategic objectives, and tracking metrics. Its role is to provide the foundational structure for the Account Planning functionality, enabling systematic customer relationship management and strategic sales execution within Oracle EBS releases 12.1.1 and 12.2.2.

Key Information Stored

The table stores the master attributes for each account plan instance. The primary identifier is the ACCOUNT_PLAN_ID column, which is the primary key for the table. A critical foreign key is the CUST_PARTY_ID, which links the plan to a specific customer (party) in the Trading Community Architecture (TCA) via the HZ_PARTIES table. This establishes the customer-account relationship. Another significant foreign key is CURRENCY_CODE, which references FND_CURRENCIES to define the monetary context for any financial objectives or metrics within the plan. While the provided metadata does not list all columns, typical header information would also include fields for plan status, owner, creation dates, and a summary description.

Common Use Cases and Queries

This table is central to querying and reporting on the existence and status of account plans across the organization. Common operational scenarios include listing all account plans for a specific customer, generating a report of active plans by sales representative, or auditing plan creation. A typical SQL query would join this header table to its child detail tables and customer information. For example, to retrieve a basic list of plans with customer names:

• SELECT ap.ACCOUNT_PLAN_ID, hp.PARTY_NAME, ap.CURRENCY_CODE FROM OSM.AS_AP_ACCOUNT_PLANS ap, HZ_PARTIES hp WHERE ap.CUST_PARTY_ID = hp.PARTY_ID;

Another common pattern is to check for the completeness of a plan by verifying the existence of related objectives, leveraging the foreign key relationships from the detail tables back to this header.

Related Objects

The AS_AP_ACCOUNT_PLANS table has defined relationships with several other key objects in the Account Planning schema. It is referenced as a foreign key parent by the following detail tables: AS_AP_BUSINESS_DRIVERS, AS_AP_STRTGC_OBJECTIVES, and AS_AP_TRACKING_OBJECTIVES, all using the ACCOUNT_PLAN_ID column. These tables store the specific components that make up a complete account plan. Furthermore, it holds foreign key dependencies on two fundamental EBS tables: HZ_PARTIES (for customer data) and FND_CURRENCIES (for currency master data). Any integration, data load, or customization involving account plans must consider these relationships to maintain referential integrity.