Search Results update_financial_reports

Overview

APPS.HZ_ORG_INFO_PUB is a public PL/SQL API package within the Oracle E-Business Suite (EBS), provided by the Oracle Trading Community Architecture (TCA) module. Its fundamental business function is to maintain and manage detailed organizational information for legal entities, operating units, and other organization parties registered in the TCA Registry. Specifically, it manages secondary, non-identifying business intelligence data, such as an organization's financial performance metrics, certifications, securities issued, stock market listings, and industrial classification codes. As a "PUB" (public) API classification, it provides a supported, programmatic interface for external applications, Oracle EBS forms, and custom code to interact with this data, thereby abstracting the underlying table structure and enforcing business logic and validation rules for consistent data entry and maintenance of organizational profiles. It is a critical component for enabling a 360-degree view of an organization's commercial and financial standing within the E-Business Suite.

Key Procedures and Functions

The package exposes 17 documented procedures and functions, which are logically grouped into logical pairs for creation and updates across various organizational information domains. Each CREATE_* procedure is designed to insert new records into the TCA registry, while the corresponding UPDATE_* procedure modifies existing records.

• Stock Markets: CREATE_STOCK_MARKETS and UPDATE_STOCK_MARKETS manage information about which stock exchanges an organization is listed on.
• Security Issued: CREATE_SECURITY_ISSUED and UPDATE_SECURITY_ISSUED handle details regarding the types of securities an organization has issued, such as equity or debt.
• Financial Reports: CREATE_FINANCIAL_REPORTS and UPDATE_FINANCIAL_REPORTS allow for the recording of annual or quarterly financial reports.
• Financial Numbers: CREATE_FINANCIAL_NUMBERS and UPDATE_FINANCIAL_NUMBERS are used to store the specific quantitative data points (e.g., revenue, profit) from those financial reports.
• Certifications: CREATE_CERTIFICATIONS and UPDATE_CERTIFICATIONS manage various business, diversity, or quality certifications an organization holds.
• Industrial Reference and Classes: Four pairs of procedures—CREATE_INDUSTRIAL_REFERENCE/UPDATE_INDUSTRIAL_REFERENCE, CREATE_INDUSTRIAL_CLASSES/UPDATE_INDUSTRIAL_CLASSES, and CREATE_INDUSTRIAL_CLASS_APP/UPDATE_INDUSTRIAL_CLASS_APP—manage an organization's industrial classification data, likely mapping it to standards like NAICS or SIC.
• Financial Report Retrieval: The sole documented function, GET_CURRENT_FINANCIAL_REPORT, is a getter used to retrieve the most recent or current financial report header information for a given organization, which would then be used with the financial numbers procedures.

Tables Accessed

The package interfaces with a set of TCA tables, using APPS synonyms to ensure schema independence. These tables store the actual organizational information managed by the procedures and functions.

• HZ_STOCK_MARKETS: Stores details about stock markets (e.g., ticker symbol, exchange) for an organization.
• HZ_SECURITY_ISSUED: Holds information about different security types issued by a party.
• HZ_FINANCIAL_REPORTS and HZ_FINANCIAL_REPORTS_S: The base table and its sequence/audit table manage the headers of financial reports (e.g., fiscal year, period).
• HZ_FINANCIAL_NUMBERS and HZ_FINANCIAL_NUMBERS_S: Store the individual line-item financial figures (e.g., Total Revenue) associated with a financial report header.
• HZ_CERTIFICATIONS and HZ_CERTIFICATIONS_S: Manage the certification records (e.g., type, issuing authority, expiration date) for organizations.
• HZ_INDUSTRIAL_CLASSES and HZ_INDUSTRIAL_CLASSES_S: Contain the industrial classification codes (e.g., SIC, NAICS) assigned to an organization.
• HZ_INDUSTRIAL_CLASS_APP and HZ_INDUSTRIAL_CLASS_APP_S: Likely manage the application or context in which an industrial class is applied (e.g., for a specific business purpose).
• HZ_INDUSTRIAL_REFERENCE and HZ_INDUSTRIAL_REFERENCE_S: Provide reference data for industrial classifications from external standards bodies.

Usage Notes

As a public API, HZ_ORG_INFO_PUB is typically invoked programmatically rather than being called directly by end-users. The primary consumers are:

• Oracle EBS Forms: The 'Organization' or 'Trading Community' forms within the application use this package to validate and save data entered by users regarding financials, certifications, and classifications.
• Concurrent Programs: Batch processes, such as an organization data import or a bulk update program, would call these procedures to load or update information for many organizations efficiently.
• Custom Code: Oracle EBS implementations frequently develop custom PL/SQL scripts, interfaces, or extensions that need to programmatically create or update organization information. This package provides the supported and safest method to do so, ensuring all TCA business rules are enforced.

The package's role as a dependency for other critical TCA routines is significant. The provided metadata indicates it is referenced by several other packages, including HZ_BUSINESS_EVENT_V2PVT, HZ_ORGANIZATION_INFO_V2PVT, and HZ_PARTY_BO_PVT. This confirms that HZ_ORG_INFO_PUB acts as a core utility that other TCA APIs rely upon to manage the complex domain of organizational secondary data. Therefore, any custom development in this area should utilize this public package rather than attempting direct DML on the underlying tables to maintain data integrity and forward compatibility with EBS patches and upgrades.