Search Results hz_cust_profile_classes

The HZ_CUST_PROFILE_CLASSES table in Oracle E-Business Suite (EBS) 12.1.1 and 12.2.2 is a critical component of the Trading Community Architecture (TCA) module, specifically designed to manage customer profile classes. These profile classes define the credit and collection attributes that can be applied to customer accounts, enabling organizations to standardize risk assessment and financial policies across their customer base. Below is a detailed breakdown of its structure, functionality, and integration within Oracle EBS.

Key Attributes and Structure

The HZ_CUST_PROFILE_CLASSES table stores metadata for customer profile classes, which serve as templates for assigning credit limits, payment terms, and collection strategies. Key columns include:

• PROFILE_CLASS_ID: Primary key, uniquely identifying each profile class.
• PROFILE_CLASS_NAME: Descriptive name for the profile class (e.g., "High Risk," "Preferred Customer").
• STATUS: Indicates whether the profile class is active (A) or inactive (I).
• CREDIT_CHECKING: Flag to enable/disable credit checking for customers assigned to this class.
• INTEREST_CHARGES: Specifies whether interest charges apply to overdue invoices.
• CREDIT_HOLD: Determines if orders for customers in this class should be placed on hold if they exceed credit limits.
• DUNNING_LETTERS: Controls whether dunning letters are sent for overdue payments.
• STATEMENTS: Flag to enable/disable statement generation.
• CONS_INV_FLAG: Indicates if consolidated invoicing is allowed.
• TAX_PRINTING_OPTION: Defines how taxes are printed on invoices.

Functional Role in Oracle EBS

Profile classes in HZ_CUST_PROFILE_CLASSES streamline credit management by:

1. Standardizing Credit Policies: Organizations can predefine rules (e.g., credit limits, payment terms) and apply them uniformly to customer accounts, reducing manual configuration.
2. Automating Risk Mitigation: Attributes like CREDIT_HOLD and DUNNING_LETTERS automate actions to mitigate financial risk.
3. Enabling Segmentation: Customers can be grouped by risk profiles (e.g., "High Credit" vs. "Cash Only"), facilitating targeted collections strategies.

Integration with Other Modules

The table integrates with several Oracle EBS modules:

• Order Management (OM): Enforces credit holds during order entry if CREDIT_CHECKING is enabled.
• Receivables (AR): Drives dunning processes, statement generation, and interest calculations based on profile class settings.
• Advanced Collections: Provides data for collections strategies and prioritization.

Technical Considerations

In Oracle EBS 12.2.2, the table is part of the TCA schema and is accessed via APIs like HZ_CUST_PROFILE_V2PUB for CRUD operations. Key technical aspects include:

• Indexes: Optimized for queries on PROFILE_CLASS_ID and PROFILE_CLASS_NAME.
• Audit Columns: CREATED_BY, CREATION_DATE, LAST_UPDATE_DATE track changes.
• Multi-Org Support: Data is partitioned by ORG_ID in multi-org environments.

Conclusion

The HZ_CUST_PROFILE_CLASSES table is a cornerstone of credit and collections management in Oracle EBS, enabling organizations to enforce consistent financial policies while reducing administrative overhead. Its integration with OM, AR, and Advanced Collections ensures seamless workflow automation, making it indispensable for risk-aware customer management.