AR Customers and Sites
Description:
Master data report of customer master data including address, sites, site uses, payment terms, Salesperson, price list and other profile information.
Parameters
Operating Unit, Customer Name, Customer Name not like, Account Number, Country, Show identifying Addresses only, Show active only, Show Profile Amounts, Profile Amount Currency, Show Receipt Methods, Show Bank Accounts, Show Debit Authorities, Show Contacts, Show Tax Registrations, Show trx count within x days, Level, Show DFF Attributes, Creation Date From, Creation Date To, Last Update Date From, Last Update Date To
Used tables
fnd_territories_vl, hz_role_responsibility, hz_cust_account_roles, hz_relationships, hz_parties, hz_org_contacts, hz_cust_accounts, hz_party_sites, hz_locations, hz_contact_points, iby_external_payers_all, iby_pmt_instr_uses_all, iby_ext_bank_accounts, ce_bank_branches_v, zx_registrations, zx_party_tax_profile, zx_output_classifications_v, hr_locations
Categories
Dependencies
If you would like to try one of these Oracle EBS SQLs without having Blitz Report installed, note that some of the reports require functions from utility package xxen_util.
Example Report
AR Customers and Sites 22-Jul-2023 155106.xlsx
Report SQL
www.enginatics.com/reports/ar-customers-and-sites/
Blitz Report™ import options
AR Customers and Sites - Case Study & Technical Analysis
Executive Summary
The AR Customers and Sites report is a comprehensive master data audit tool for Oracle Receivables. It provides a detailed, flattened view of the complex customer hierarchy within the Oracle Trading Community Architecture (TCA). By consolidating information regarding parties, accounts, sites, business purposes, contacts, profiles, and banking details, this report empowers organizations to maintain high data quality, ensuring accurate billing, shipping, and tax compliance.
Business Challenge
In Oracle E-Business Suite, customer data is normalized across numerous tables (TCA model), making it challenging to extract a simple, holistic view of a customer. Common challenges include:
- Data Fragmentation: Key information like addresses, tax registration numbers, and payment terms are stored in separate, linked entities.
- Data Quality Issues: Duplicate sites, incorrect addresses, or missing contacts can lead to operational failures such as returned shipments or rejected invoices.
- Audit & Compliance: Verifying that all active customers have valid tax IDs and correct credit limits requires querying multiple screens or complex custom scripts.
- Maintenance: Identifying inactive customers or sites for cleanup is difficult without a consolidated report.
Solution
The AR Customers and Sites report solves these problems by offering a unified view of the customer master. Key features include:
- 360-Degree View: Combines Party, Account, Site, and Site Use details into a single, easy-to-analyze format.
- Detailed Attributes: Includes critical fields such as Payment Terms, Price Lists, Salespersons, Tax Registrations, and Credit Limits.
- Flexible Scope: Parameters allow users to toggle the inclusion of related data like Bank Accounts, Contacts, and Receipt Methods, keeping the report performance-optimized and relevant.
- Audit Capabilities: “Creation Date” and “Last Update Date” filters help track recent changes or identify dormant records.
Technical Architecture
The report navigates the complex Oracle TCA schema to retrieve and link data accurately.
Key Tables & Joins
- Party Layer:
HZ_PARTIES(Organization/Person details). - Account Layer:
HZ_CUST_ACCOUNTS(Financial relationship). - Site Layer:
HZ_CUST_ACCT_SITES_ALLlinked toHZ_PARTY_SITESandHZ_LOCATIONS(Physical address). - Usage Layer:
HZ_CUST_SITE_USES_ALL(Bill-To, Ship-To purposes). - Profile Layer:
HZ_CUSTOMER_PROFILES&HZ_CUST_PROFILE_AMTS(Credit limits, terms). - Banking Layer:
IBY_EXTERNAL_PAYERS_ALL,IBY_PMT_INSTR_USES_ALL,IBY_EXT_BANK_ACCOUNTS(Bank details). - Tax Layer:
ZX_REGISTRATIONS,ZX_PARTY_TAX_PROFILE(Tax IDs and regimes).
Data Logic
The query logic ensures that:
- Hierarchy Traversal: It correctly traverses from Party -> Account -> Account Site -> Site Use.
- Level-Based Reporting: It can report at the Customer Account level or drill down to specific Site Uses.
- Outer Joins: It uses outer joins for related details (like Bank Accounts or Contacts) so that customers without these details are still listed.
Parameters
The report provides extensive filtering and display options:
- Operating Unit: Filters by the specific business unit.
- Customer Name / Account Number: Targets specific customers.
- Show active only: Filters out inactive accounts or sites.
- Show Profile Amounts: Includes credit limits and currency settings.
- Show Bank Accounts: Displays associated bank account numbers and branches.
- Show Contacts: Lists contact names, phones, and emails.
- Show Tax Registrations: Includes Tax Registration Numbers (TRN).
- Date Ranges: Filters by Creation Date or Last Update Date for audit purposes.
Performance
The report is designed to be efficient even with large customer bases.
- Selective Detail: By default, heavy joins (like Bank Accounts or Contacts) might be optional (controlled by parameters) to speed up the base report.
- Indexing: Relies on standard TCA indexes on
party_id,cust_account_id, andsite_use_id.
FAQ
Q: Why do I see the same customer name multiple times? A: The report typically outputs one row per “Site Use” (e.g., one row for the Bill-To address, another for the Ship-To address). If a customer has multiple sites, they will appear multiple times.
Q: How can I find customers created in the last month? A: Use the “Creation Date From” parameter and set it to the first day of the last month.
Q: Does this report show inactive sites? A: Yes, unless you set the “Show active only” parameter to ‘Yes’. Inactive sites will usually have a status of ‘I’ or ‘Inactive’.
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