Search Results hz_cust_profile_amts

Overview

The HZ_CUST_PROFILE_AMTS table is a core data object within the Oracle E-Business Suite (EBS) Receivables (AR) module, specifically in versions 12.1.1 and 12.2.2. It functions as the central repository for storing and managing customer credit limits and other related financial thresholds. This table is integral to the credit management framework, enabling the system to enforce defined credit policies against customer accounts and their specific business sites. Its data directly influences order management and accounts receivable processes by determining the permissible financial exposure for a given customer or customer site.

Key Information Stored

The table's primary purpose is to store monetary thresholds linked to a customer profile. The key columns, as indicated by its foreign key relationships, establish the link between a credit limit and the specific business entity it governs. The primary identifier is the CUST_ACCT_PROFILE_AMT_ID. The critical foreign key columns are CUST_ACCOUNT_PROFILE_ID (linking to HZ_CUSTOMER_PROFILES), CUST_ACCOUNT_ID (linking to the customer master in HZ_CUST_ACCOUNTS), and SITE_USE_ID (linking to a specific customer site in HZ_CUST_SITE_USES_ALL). This structure allows for credit limits to be defined at different hierarchical levels: globally for the customer account or specifically for a bill-to or ship-to site. While the provided metadata does not list all columns, typical data stored includes the credit limit amount, currency, and potentially other profile-related amounts such as order or balance limits.

Common Use Cases and Queries

The primary use case is credit checking during order entry and invoice creation. The system queries this table to retrieve the applicable credit limit for a customer or site and compares it against the current total exposure. Common reporting and operational queries include analyzing credit utilization and listing assigned limits. A fundamental query pattern retrieves the credit limit for a specific customer account and site:

• SELECT cp.cust_account_profile_amt_id, cp.credit_limit, cp.currency_code FROM hz_cust_profile_amts cp, hz_cust_site_uses_all su WHERE cp.site_use_id = su.site_use_id AND su.site_use_code = 'BILL_TO' AND cp.cust_account_id = :cust_account_id;

Another common scenario is aggregating credit data for a customer profile, which involves joining with HZ_CUSTOMER_PROFILES and HZ_CUST_ACCOUNTS to include customer names and profile attributes in the output.

Related Objects

As defined by its foreign keys, HZ_CUST_PROFILE_AMTS has strong dependencies on several Trading Community Architecture (TCA) and Receivables tables. It is a child table of HZ_CUSTOMER_PROFILES, which stores the overall customer profile. It references the customer master (HZ_CUST_ACCOUNTS) and customer sites (HZ_CUST_SITE_USES_ALL). Crucially, it is a parent table to HZ_CREDIT_USAGES, which records individual transactions (like orders or invoices) that consume the credit limits defined in HZ_CUST_PROFILE_AMTS. This relationship is key for real-time credit exposure calculations. The table is also central to the Credit Management APIs and the underlying logic of the Credit Check concurrent program.