Search Results ar_cmgt_case_folder_number_s

Overview

AR_CMGT_CONTROLS is a PL/SQL package body owned by the APPS schema that supports Oracle Receivables Credit Management functionality in Oracle E-Business Suite 12.1.1 and 12.2.2. The package acts as the central data-loading and duplication engine for the Credit Management case folder framework. Credit Management case folders aggregate credit-related information about a customer or prospect — including D&B data, financial statements, trade and bank references, collateral, analytic notes, aging details, recommendations, and user-defined data points. AR_CMGT_CONTROLS provides the programmatic logic required to populate a newly created case folder with data drawn from source credit entities and to replicate, or "duplicate," an existing case folder with all of its associated detail records. In this sense it is an infrastructure package rather than a business-facing API: it manipulates the underlying credit management tables on behalf of the Credit Management application and its dependent components.

Key Procedures and Functions

The documented interface exposes twenty-four procedures and functions. The POPULATE_* routines constitute the primary loading logic. POPULATE_CASE_FOLDER and POPULATE_CASE_FOLDER_DETAILS initialize a case folder and its detail rows, while UPDATE_CASE_FOLDER_DETAILS refreshes those details. POPULATE_DNB_DATA loads Dun & Bradstreet credit information. POPULATE_RECOMMENDATION populates credit recommendations, and POPULATE_DATA_POINTS, together with POPULATE_ADD_DATA_POINTS, manages standard and additional data point values. POPULATE_AGING_DTLS and UPDATE_AGING_DTLS handle aging detail population and maintenance, and POPULATE_CF_ADP_DETAILS and UPDATE_CF_ADP_DETAILS manage the case folder additional detail records.

A second group of routines supports replication of existing case folders: DUPLICATE_CASE_FOLDER_TBL, DUPLICATE_CASE_FOLDER_DTLS, DUPLICATE_AGING_DATA, DUPLICATE_DNB_DATA, DUPLICATE_FINANCIAL_DATA, DUPLICATE_TRADE_DATA, DUPLICATE_BANK_DATA, DUPLICATE_COLLATERAL_DATA, and DUPLICATE_OTHER_DATA. Each routine copies a specific category of credit data from a source case folder into a target case folder, enabling users to clone cases without re-keying information. The package additionally references AR_CMGT_DP_TABLE_HANDLER, indicating delegation of generic data point table handling to a helper package.

Tables Accessed

The package reads and writes case folder headers and details through AR_CMGT_CASE_FOLDERS and AR_CMGT_CASE_FOLDERS_S, and generates identifiers using the AR_CMGT_CASE_FOLDER_NUMBER_S sequence. Aging and analytic information is stored in AR_CMGT_CF_AGING_DTLS and AR_CMGT_CF_ANL_NOTES (with its _S sequence). D&B, recommendation, and general detail data reside in AR_CMGT_CF_DNB_DTLS, AR_CMGT_CF_RECOMMENDS, and AR_CMGT_CF_DTLS. Reference data is drawn from AR_CMGT_BANK_REF_ACCTS, AR_CMGT_BANK_REF_DATA, AR_CMGT_TRADE_REF_DATA, AR_CMGT_COLLATERAL_DATA, AR_CMGT_FINANCIAL_DATA, and AR_CMGT_OTHER_DATA. Data point structures are handled through AR_CMGT_DATA_POINTS_S and AR_CMGT_DATA_POINTS_VL, and credit requests through AR_CMGT_CREDIT_REQUESTS. FND_GLOBAL supplies session context such as the current user and responsibility.

Usage Notes

AR_CMGT_CONTROLS is not a public API and is not referenced by any other database object; it is invoked internally by the Credit Management application. Typical invocation occurs when a user creates or copies a case folder from the Credit Management case folder form, at which point the form calls the appropriate POPULATE_* or DUPLICATE_* routine. The package is therefore best understood as supporting the Credit Management HTML/Forms user interface rather than serving as a standalone integration point. Customizations should avoid modifying this package directly, since the logic is Oracle-owned and may change between patch levels. Customers requiring automated case folder creation should use the supported Credit Management APIs or UI flows, which in turn drive AR_CMGT_CONTROLS. Because the DUPLICATE_* routines rely on the case folder number sequence and on FND_GLOBAL session values, any custom caller must ensure these prerequisites are satisfied before invocation.