| layout | default |
|---|---|
| title | AR Customer Credit Limits | Oracle EBS SQL Report |
| description | Master data report for customer setup audit of credit amount limits and GL accounts for customer credit management and dunning notices. |
| keywords | Oracle EBS, Oracle E-Business Suite, SQL report, Blitz Report, Enginatics, Customer, Credit, Limits, hz_customer_profiles, hr_all_organization_units_vl, hz_parties |
| permalink | /AR%20Customer%20Credit%20Limits/ |
Oracle E-Business Suite SQL report from the Enginatics Library powered by Blitz Report™.
Master data report for customer setup audit of credit amount limits and GL accounts for customer credit management and dunning notices.
Display Level, Show Missing Credit Amounts, Operating Unit, Customer Name, Account Number, Show Receivables Balance, Show UnInvoiced Orders Balance, Sales Order Exchange Rate Type
hz_customer_profiles, hr_all_organization_units_vl, hz_parties, hz_cust_accounts, hz_cust_acct_sites_all, hz_cust_site_uses_all, fnd_currencies, mo_glob_org_access_tmp, dual, hz_cust_profile_amts, hz_party_sites, hz_locations, fnd_territories_tl, ar_payment_schedules_all, gl_daily_conversion_types, oe_order_headers_all, oe_order_lines_all, hr_operating_units, gl_sets_of_books, ra_customer_trx_lines_all
AR Customers and Sites, QP Customer Pricing Engine Request, AR Unapplied Receipts Register, AR Customer Upload, AR European Sales Listing
Some Oracle EBS SQL reports in this library require functions from the utility package xxen_util. Install it before running the SQL directly against your Oracle EBS database.
| Resource | Link |
|---|---|
| Excel Example Output | AR Customer Credit Limits 11-May-2017 123414.xlsx |
| Blitz Report™ XML Import | AR_Customer_Credit_Limits.xml |
| Full SQL on Enginatics | www.enginatics.com/reports/ar-customer-credit-limits/ |
The AR Customer Credit Limits report provides a comprehensive overview of customer credit profiles, including credit limits, current balances, and other credit-related settings. This report is an essential tool for credit managers and accounts receivable teams, offering a centralized view of customer credit information that is critical for managing credit risk, making informed credit decisions, and ensuring the timely collection of receivables.
Managing customer credit is a critical function for any organization that extends credit to its customers. However, many businesses face challenges in effectively managing customer credit, including:
- Lack of Visibility: Difficulty in getting a clear and up-to-date view of customer credit limits and current balances, which can lead to inconsistent credit decisions and an increased risk of bad debt.
- Manual Processes: The process of reviewing and approving customer credit limits can be time-consuming and manual, particularly in organizations with a large number of customers.
- Inconsistent Credit Policies: A lack of clear and consistent credit policies can lead to confusion and inconsistencies in the way that credit is managed across the organization.
- High Levels of Bad Debt: A lack of proactive credit management can lead to a high level of bad debt, which can have a significant impact on the bottom line.
The AR Customer Credit Limits report provides a comprehensive and actionable view of customer credit information, helping organizations to:
- Improve Credit Management: By providing a clear and centralized view of customer credit information, the report enables credit managers to make more informed and consistent credit decisions.
- Reduce Credit Risk: By providing a timely and accurate view of customer balances and credit limits, the report helps to identify customers who may be at risk of default, enabling proactive measures to be taken to mitigate that risk.
- Streamline Credit Reviews: The report automates the process of gathering and reviewing customer credit information, which can save a significant amount of time and effort.
- Enhance Collections: By providing a clear view of customer balances and credit limits, the report can help to facilitate communication with customers and resolve payment issues in a timely and professional manner.
The report is based on a query of several key tables in the Oracle Receivables and Oracle Trading Community Architecture (TCA) modules. The primary tables used include:
- hz_customer_profiles: This table stores the credit profile for each customer, including the credit limit, credit rating, and other credit-related information.
- hz_cust_accounts: This table contains information about the customer accounts.
- hz_parties: This table provides information about the parties associated with the customer accounts.
- ar_payment_schedules_all: This table is used to retrieve the current outstanding balance for each customer.
The report includes a variety of parameters that allow you to customize the output to your specific needs. The key parameters include:
- Operating Unit: Filter the report by a specific operating unit.
- Customer Name and Account Number: These parameters allow you to filter the report by a specific customer.
- Show Missing Credit Amounts: This parameter allows you to identify customers who do not have a credit limit defined.
- Show Receivables Balance: This parameter allows you to include the current outstanding receivables balance for each customer.
- Show UnInvoiced Orders Balance: This parameter allows you to include the value of uninvoiced sales orders for each customer.
The AR Customer Credit Limits report is designed to be both efficient and flexible. It is optimized to use the standard indexes on the Oracle Receivables and TCA tables, which helps to ensure that the report runs quickly, even with large amounts of data.
Q: Can I use this report to see the total credit exposure for a customer? A: Yes, the report can be configured to show the total credit exposure for a customer, which includes the current outstanding receivables balance and the value of uninvoiced sales orders.
Q: Can I use this report to identify customers who have exceeded their credit limit? A: Yes, the report can be used to identify customers who have exceeded their credit limit by comparing the current balance to the credit limit.
Q: Can I use this report to see the credit profile for a specific customer? A: Yes, you can use the "Customer Name" and "Account Number" parameters to filter the report and view the credit profile for a specific customer.
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