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Overview
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Overview

AR_CMGT_REASSIGN_CONC is an Oracle Receivables credit management utility package that performs the bulk reassignment of credit analyst ownership between resources. In Release 12, credit management introduced a formal credit analyst role, exposed on records such as credit case folders, credit requests, and customer profiles through the credit_analyst_id column. When a credit analyst leaves the organization, changes territory, or when workloads must be rebalanced, the affected open items retain the original analyst reference and must be transitioned to a successor. This package provides the programmatic engine that performs that transition in a controlled, set-based manner, optionally constrained by assignment status and a date window. Its sole documented entry point is designed for concurrent program execution, accepting the inbound and outbound analyst identifiers as concurrent parameters and converting them from canonical (character) form into internal NUMBER and DATE values before processing.

Key Procedures and Functions

  • reassign_credit_analyst — The single documented procedure in the package body, and the unit of work invoked by the concurrent program. It receives the source credit analyst, the target credit analyst, an assignment status filter, and a start and end date that scope which records are eligible for reassignment. Its signature follows the standard concurrent program convention, returning status through the errbuf and retcode OUT NOCOPY parameters. Internally it converts the canonical inbound parameters using FND_NUMBER.CANONICAL_TO_NUMBER and FND_DATE.CANONICAL_TO_DATE, then initializes three independent return status variables (l_cf_return_status, l_req_return_status, l_prof_return_status) to FND_API.G_RET_STS_SUCCESS, indicating that case folders, credit requests, and customer profiles are each updated through their own API call with separately tracked outcomes. Diagnostic output is gated by the AFLOG_ENABLED profile option and written through ARP_UTIL.DEBUG.

Tables Accessed

  • AR_CMGT_CASE_FOLDERS — Credit case folders that carry the analyst assignment; the source records whose owning analyst is changed from the "from" value to the "to" value.
  • AR_CMGT_CREDIT_REQUESTS — Credit requests raised against customers, reassigned on the same basis so that pending reviews follow the new analyst.
  • HZ_CUSTOMER_PROFILES — The Trading Community Architecture profile records holding the default credit analyst for a customer account, updated so that future credit activity routes to the successor analyst.

All three are accessed through APPS synonyms. The three distinct return status variables confirm that each of these entities is updated by a separate API invocation rather than by direct DML, preserving the validation, defaulting, and business logic that the underlying credit management APIs enforce.

Usage Notes

The procedure's concurrent-program parameter signature indicates that it is normally registered as an Oracle Receivables concurrent program and submitted from the Credit Management responsibility, where the user selects the departing analyst, the receiving analyst, and optional status and date criteria. The canonical parameter conversion confirms that values arrive as concurrent program character parameters rather than as native datatypes. Because the package body carries an old header revision and is classified as OTHER rather than as a public API, it should not be called directly from custom code where a supported credit management API exists. The ETRM metadata records no packages referencing it, so its call surface is limited to the concurrent manager and any site-specific wrappers. Production use should be preceded by a scoped trial run against a narrow date range, since reassignment affects open cases, pending credit requests, and customer profile defaults simultaneously and all three update paths must report success for the run to be considered complete.