Results for “ams_org_financial_rpt_v”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

AMS_ORG_FINANCIAL_RPT_V is a read-only database view owned by the APPS schema in Oracle E-Business Suite. It belongs to the AMS (Oracle Marketing) product family and exposes financial report information recorded against organization-type parties. The view's stated purpose is to present "financial reports of parties," allowing consumers to retrieve external financial reporting attributes such as issued period, issuing authority, report type, and the various indicative flags associated with a submitted financial statement.

The view is registered in the E-Business Suite Technical Reference Manual (ETRM) as VALID in both 12.1.1 and 12.2.2. Because it is a view rather than a table, it carries no storage of its own; all data is derived at query time from its underlying base objects. Its principal value in EBS reporting and integration is as a filtered, denormalized access point to financial report records that have been manually entered by users for active organization parties. This makes it suitable for operational reporting, correspondence generation in marketing and CRM contexts, and inbound/outbound integrations that need a stable, business-qualified projection of the underlying financial report data without replicating the filter logic.

Underlying Base Objects

The view is defined over two documented base objects, both referenced through public synonyms:

• HZ_FINANCIAL_REPORTS — the driving table (aliased HFR), holding the actual financial report rows keyed by FINANCIAL_REPORT_ID and linked to a party through PARTY_ID.
• HZ_PARTIES — the party master (aliased HP), used to qualify the report records against active organizations.

The join between these objects is on HFR.PARTY_ID = HP.PARTY_ID. Three filters define the population exposed by the view:

• HP.STATUS = 'A' — only active parties are included.
• HP.PARTY_TYPE = 'ORGANIZATION' — individuals and other party types are excluded, so the view is organization-specific.
• HFR.ACTUAL_CONTENT_SOURCE = 'USER_ENTERED' — reports sourced from external or system processes rather than direct user entry are suppressed.

Because the view applies inner joins and hard-coded predicates, it cannot be used to retrieve financial report rows for inactive parties, non-organization parties, or non-user-entered content.

Key Columns

The view projects all principal columns of HZ_FINANCIAL_REPORTS and additionally re-labels three audit columns to provide descriptive name aliases. Notable columns include:

• FINANCIAL_REPORT_ID — primary identifier of the financial report record.
• PARTY_ID — the organization party to which the report belongs.
• ISSUED_PERIOD — the period in which the financial report was issued; this is the attribute most commonly used to sequence, group, and filter financial statements by reporting cycle.
• DATE_REPORT_ISSUED — the calendar date the report was issued, distinct from the descriptive period.
• REQUIRING_AUTHORITY — the body or regulator requiring the report.
• TYPE_OF_FINANCIAL_REPORT — classification of the report.
• REPORT_START_DATE / REPORT_END_DATE — the reporting window covered by the statement.
• Indicative flags — AUDIT_IND, CONSOLIDATED_IND, ESTIMATED_IND, FISCAL_IND, FINAL_IND, FORECAST_IND, OPENING_IND, PROFORMA_IND, QUALIFIED_IND, RESTATED_IND, SIGNED_BY_PRINCIPALS_IND, TRIAL_BALANCE_IND, and UNBALANCED_IND, each capturing a qualitative characteristic of the report.
• CONTENT_SOURCE_TYPE — the source categorization of the content.
• Audit aliases — CREATED_BY_NAME, LAST_UPDATED_BY_NAME, and LAST_UPDATE_LOGIN_NAME, mapped from the corresponding ID columns for convenience.
• Concurrent program context — REQUEST_ID, PROGRAM_APPLICATION_ID, PROGRAM_ID, and PROGRAM_UPDATE_DATE, plus WH_UDPATE_ID, identifying the originating concurrent request or warehouse update.

Common Use Cases and Queries

Typical usage centers on retrieving, for a given organization party, the financial reports it has filed, with ISSUED_PERIOD used as the primary temporal key. A representative query groups reports by issued period:

• SELECT party_id, issued_period, COUNT(*) FROM apps.ams_org_financial_rpt_v GROUP BY party_id, issued_period ORDER BY party_id, issued_period;
• SELECT financial_report_id, party_id, issued_period, date_report_issued, requiring_authority, type_of_financial_report FROM apps.ams_org_financial_rpt_v WHERE party_id = :p_party_id AND issued_period = :p_period;
• SELECT v.* FROM apps.ams_org_financial_rpt_v v WHERE v.audit_ind = 'Y' AND v.qualified_ind = 'Y';

These queries support compliance tracking, marketing qualification, and reconciliation of externally reported financial posture for organization accounts. Users should note that the view is read-only and that its built-in predicates cannot be relaxed without querying HZ_FINANCIAL_REPORTS directly.