Search Results cz_proposal_hdrs




Overview
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Overview

The CZ_PROPOSAL_HDRS table is a core data object within the Oracle Configurator (CZ) module of Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2. It functions as the primary header or master table for storing high-level information about sales proposals generated through the configurator. A proposal represents a formal, structured offer to a customer, typically derived from a configured product or solution. This table serves as the anchor point for proposal-related data, linking to key entities such as opportunities, contacts, and users, and providing the foundational record for subsequent transactional data like quotes.

Key Information Stored

While the provided metadata does not list specific columns beyond the foreign keys, the table's primary key and foreign relationships define its critical data structure. The central column is PROPOSAL_HDR_ID, a unique system-generated identifier for each proposal. The table stores relational pointers to other critical business entities: MAIN_CONTACT_ID links to the CZ_CONTACTS table to identify the primary customer contact; OPPORTUNITY_HDR_ID links to the CZ_OPPORTUNITY_HDRS table, connecting the proposal to its originating sales opportunity. It also tracks user information via USER_ID_CREATED (the user who created the proposal) and USER_ID_FOR_WHOM_CREATED (the user on whose behalf the proposal was created), both referencing the CZ_END_USERS table. Additional columns, not detailed in the excerpt, would typically store metadata such as creation date, status, proposal name, description, and effective dates.

Common Use Cases and Queries

This table is central to reporting and integration processes involving configured proposals. Common operational scenarios include generating a list of all proposals linked to a specific opportunity, tracking proposal creation activity by user, or auditing the lifecycle of proposals. A typical reporting query would join CZ_PROPOSAL_HDRS to its related tables to provide a comprehensive view. For example, to list proposals with their associated opportunity and creator information:

Data from this table is also critical for downstream processes, such as when a proposal is converted into a formal quote within the system.

Related Objects

The CZ_PROPOSAL_HDRS table maintains defined relationships with several other CZ schema tables, as documented in the ETRM metadata. The table references the following objects as foreign key dependencies:

  • CZ_CONTACTS via the MAIN_CONTACT_ID column.
  • CZ_OPPORTUNITY_HDRS via the OPPORTUNITY_HDR_ID column.
  • CZ_END_USERS via the USER_ID_FOR_WHOM_CREATED column.
  • CZ_END_USERS via the USER_ID_CREATED column.

Furthermore, this table is referenced as a parent table by:

  • CZ_PROP_QUOTE_HDRS via its PROPOSAL_HDR_ID column, establishing a one-to-many relationship where a single proposal header can be associated with multiple quote headers.