Search Results hz_credit_profiles




Overview
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Overview

HZ_CREDIT_PROFILES is a Receivables (AR) table in the Oracle E-Business Suite 12.1.1 and 12.2.2 data model that stores the credit policy definitions applied to a party. Each row in the table defines a formal credit profile, capturing the rules, thresholds, and dating logic that Oracle uses when evaluating a customer's creditworthiness, applying credit holds, and governing order or transaction release. The table is owned by the AR schema and is reported as VALID in the ETRM 12.2.2 dictionary, with 36 documented columns.

From a data modeling perspective, the heuristic Data Vault classification mined from the foreign-key structure is satellite-leaning. This suggests HZ_CREDIT_PROFILES is best modeled as a satellite attached to a party-level hub, since its rows carry descriptive, time-bounded credit policy attributes rather than acting as an independent business hub. The dating columns (EFFECTIVE_DATE_FROM and EFFECTIVE_DATE_TO) reinforce this satellite interpretation, as they support historized, effective-dated policy records for the owning party.

Key Information Stored

The table's surrogate primary key is CREDIT_PROFILE_ID, enforced by the HZ_CREDIT_PROFILES_PK constraint. A unique index, HZ_CREDIT_PROFILES_U1, is also defined on CREDIT_PROFILE_ID, making it the documented business-key candidate at the schema level.

The most significant columns include:

  • CREDIT_PROFILE_ID — Surrogate primary key uniquely identifying each credit profile.
  • ORGANIZATION_ID — Identifies the party or organization unit (foreign key to HR_ALL_ORGANIZATION_UNITS) to which the credit profile applies.
  • ITEM_CATEGORY_ID — Foreign key to MTL_CATEGORIES_B, allowing credit policy to be scoped to a specific item category.
  • EFFECTIVE_DATE_FROM / EFFECTIVE_DATE_TO — Define the active validity window for the profile.
  • ENABLE_FLAG — Indicates whether the profile is currently enabled.
  • CREDIT_CHECKING — Controls whether credit checking is enforced for the party or category.
  • CREDIT_HOLD — Determines whether a credit hold is placed based on profile evaluation.
  • CREDIT_RATING — Stores the assigned credit rating value.
  • TOLERANCE — Specifies the allowable tolerance level applied during credit evaluation.
  • NEXT_CREDIT_REVIEW_DATE — Schedules the next periodic credit review.
  • CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY — Standard audit and WHO columns tracking record creation and modification.
  • ATTRIBUTE_CATEGORY and ATTRIBUTE1–ATTRIBUTE15 — Descriptive flexfield (DFF) columns for customer-defined extensions.

Common Use Cases and Queries

HZ_CREDIT_PROFILES is central to credit management reporting, order hold analysis, and credit limit configuration. A typical query retrieves active profiles for a given organization and category:

  • SELECT credit_profile_id, organization_id, item_category_id, credit_checking, credit_hold, credit_rating, tolerance FROM hz_credit_profiles WHERE enable_flag = 'Y' AND SYSDATE BETWEEN effective_date_from AND NVL(effective_date_to, SYSDATE + 1);
  • Join to HR_ALL_ORGANIZATION_UNITS on ORGANIZATION_ID to resolve party names for credit exposure reports.
  • Join to MTL_CATEGORIES_B on ITEM_CATEGORY_ID to consolidate credit policy by item category.
  • Join to HZ_CREDIT_PROFILE_AMTS on CREDIT_PROFILE_ID to retrieve monetary thresholds and limits tied to each profile.
  • Reporting on NEXT_CREDIT_REVIEW_DATE to produce upcoming credit review schedules.
  • Auditing effective-dated policy changes by comparing EFFECTIVE_DATE_FROM and EFFECTIVE_DATE_TO ranges.

Related Objects

  • HZ_CREDIT_PROFILE_AMTS — Child table referencing CREDIT_PROFILE_ID; stores the monetary amount tiers belonging to each credit profile.
  • HR_ALL_ORGANIZATION_UNITS — Referenced by ORGANIZATION_ID; supplies the organization or party identity.
  • MTL_CATEGORIES_B — Referenced by ITEM_CATEGORY_ID; supplies item category definitions.
  • HZ_CREDIT_PROFILES_PK / HZ_CREDIT_PROFILES_U1 — Primary key constraint and unique index over CREDIT_PROFILE_ID.