Query to list Customer (Party), Account, Site data

As my client was going through its customer related data clean up in its Oracle R12 applications, I wrote the following query to retrieve all the information that were needed to provide a list of its customer (party), account, site, address, collector, and other related information.

--=============================================================================

-- Filename   : Customer Data Query

-- Programmer : Abul Mohsin

-- Date       : 29-Oct-2012

-- Language   : SQL

-- Module     : AR

-- Purpose    : Lists Customer (Party), Customer Account, and Customer Site

--              related information.

--=============================================================================

SELECT

       ----------------------------------------------------------

       -- Party Information

       ----------------------------------------------------------

       hp.party_number                      "Registry ID",

       hp.party_name                        "Party Name",

       hp.party_type                        "Party Type",

       DECODE(hp.status,

              'A', 'Active',

              'I', 'Inactive',

              hp.status)                    "Party Status",

       ----------------------------------------------------------

       -- Account Information

       ----------------------------------------------------------

       hca.account_number                   "Account Number",

       DECODE(hca.status,

              'A', 'Active',

              'I', 'Inactive',

              hca.status)                   "Account Status",

       hca.account_name                     "Account Description",

       hca.customer_class_code              "Classification",

       DECODE(hca.customer_type,

              'R', 'External',

              'I', 'Internal',

              hca.customer_type)            "Account Type",

       ----------------------------------------------------------

       -- Site Information

       ----------------------------------------------------------

       hps.party_site_number                "Customer Site Number",

       DECODE(hcas.status,

              'A', 'Active',

              'Inactive')                   "Site Status",

       DECODE(hcas.bill_to_flag,

              'P', 'Primary',

              'Y', 'Yes',

              hcas.bill_to_flag)            "Bill To Flag",

       DECODE(hcas.ship_to_flag,

              'P', 'Primary',

              'Y', 'Yes',

              hcas.ship_to_flag)            "Ship To Flag",

       hcas.cust_acct_site_id               "Customer Acct Site ID",

       ----------------------------------------------------------

       -- Address Information

       ----------------------------------------------------------

       hl.address1                          "Address1",

       hl.address2                          "Address2",

       hl.address3                          "Address3",

       hl.address4                          "Address4",

       hl.city                              "City",

       hl.state                             "State",

       hl.postal_code                       "Zip Code",

       ter.name                             "Territory",

       ----------------------------------------------------------

       -- DFF Information (specific to client)

       ----------------------------------------------------------

       hcas.attribute4                      "SMG Key",

       hcas.attribute8                      "GLN Key",

       hca.attribute3                       "Credit Approval Date",

       hca.attribute7                       "Credit Approved By",

       hca.attribute4                       "Acct Opened Date",

       hca.attribute5                       "Credit Collection Status",

       hca.attribute1                       "BPCS Last Trx Date",

       hca.attribute2                       "BPCS Avg Pay Days",

       hca.attribute6                       "BPCS RCM Reference",

       ----------------------------------------------------------

       -- Collector Information

       ----------------------------------------------------------

       col.name                             "Collector Name",

       ----------------------------------------------------------

       -- Account Profile Information

       ----------------------------------------------------------

       hcp.credit_checking                  "Credit Check Flag",

       hcp.credit_hold                      "Credit Hold Flag",

       hcpa.auto_rec_min_receipt_amount     "Min Receipt Amount",

       hcpa.overall_credit_limit            "Credit Limit",

       hcpa.trx_credit_limit                "Order Credit Limit",

       ----------------------------------------------------------

       -- Attachment Flag

       ----------------------------------------------------------

       NVL((SELECT 'Y'

              FROM fnd_documents_vl doc,

                   fnd_lobs         blo,

                   fnd_attached_documents att

             WHERE doc.media_id = blo.file_id

               AND doc.document_id = att.document_id

               AND att.entity_name = 'AR_CUSTOMERS'

               AND att.pk1_value   = hca.cust_account_id

               AND ROWNUM = 1), 'N'

       ) "Attachment Flag",

       ----------------------------------------------------------

       -- Party Relationship Flag

       ----------------------------------------------------------

       NVL((SELECT 'Y'

              FROM hz_cust_acct_relate_all hzcar

             WHERE hzcar.cust_account_id = hca.cust_account_id

               AND hzcar.relationship_type = 'ALL'

               AND ROWNUM = 1), 'N'

       ) "Party Relationship Flag",

       ----------------------------------------------------------

       -- Account Relationship Flag

       ----------------------------------------------------------

       NVL((SELECT 'Y'

              FROM hz_cust_acct_relate_all hzcar

             WHERE hzcar.cust_account_id = hca.cust_account_id

               AND ROWNUM = 1), 'N'

       ) "Account Relationship Flag",

       ----------------------------------------------------------

       -- Party Contact Flag

       ----------------------------------------------------------

       NVL((SELECT 'Y'

              FROM hz_parties hp2

             WHERE 1=1

               AND hp2.party_id = hp.party_id

               AND (

                    hp2.url IS NOT NULL OR

                    -- LENGTH(TRIM(hp.email_address)) > 5

                    INSTR(hp2.email_address, '@') > 0 OR

                    hp2.primary_phone_purpose IS NOT NULL

                    )

           ), 'N'

       ) "Party Contact Flag",

       ----------------------------------------------------------

       -- Account Contact Flag

       ----------------------------------------------------------

       NVL((SELECT 'Y'

              FROM hz_contact_points

             WHERE status = 'A'

               AND owner_table_id =

                   (SELECT hcar.party_id

                      FROM hz_cust_account_roles   hcar,

                           ar_contacts_v           acv

                     WHERE hcar.cust_account_id   = hca.cust_account_id

                       AND hcar.cust_account_role_id = acv.contact_id

                       AND hcar.cust_acct_site_id IS NULL  -- look for account level only

                       AND ROWNUM = 1 -- add this row to show inactive sites (i.e. with no site id)

                    )

               AND ROWNUM = 1), 'N'

       ) "Account Contact Flag",

       ----------------------------------------------------------

       -- Site Contact Flag

       ----------------------------------------------------------

       NVL((SELECT 'Y'

              FROM hz_contact_points

             WHERE status = 'A'

               AND owner_table_id =

                   (

                      SELECT hcar.party_id

                        FROM hz_cust_account_roles   hcar,

                             ar_contacts_v           acv

                       WHERE hcar.cust_acct_site_id     =  hcas.cust_acct_site_id

                         AND hcar.cust_account_role_id  =  acv.contact_id

                         AND ROWNUM = 1  -- add this row to show inactive sites (i.e. with no site id)

                   )

               AND ROWNUM = 1), 'N'      -- any contact (email, phone, fax) would suffice this condition

       ) "Site Contact Flag"

  FROM

       hz_parties              hp,

       hz_party_sites          hps,

       hz_cust_accounts_all    hca,

       hz_cust_acct_sites_all  hcas,

       hz_customer_profiles    hcp,

       hz_cust_profile_amts    hcpa,

       hz_locations            hl,

       ra_territories          ter,

       ar_collectors           col

 WHERE

       1=1

   AND hp.party_id            =  hca.party_id

   AND hca.cust_account_id    =  hcas.cust_account_id(+)

   AND hps.party_site_id(+)   =  hcas.party_site_id

   AND hp.party_id            =  hcp.party_id  

   AND hca.cust_account_id    =  hcp.cust_account_id

   AND hps.location_id        =  hl.location_id(+)

   AND col.collector_id       =  hcp.collector_id

   AND hcas.territory_id      =  ter.territory_id(+)

   AND hcp.cust_account_profile_id = hcpa.cust_account_profile_id

   ----

   AND hp.party_type          = 'ORGANIZATION'    -- only ORGANIZATION Party types

   AND hp.status              = 'A'               -- only Active Parties/Customers

   ----

   -- following conditions are for testing purpose only

   -- comment/uncomment as needed

   ----

   -- AND hp.party_number        = 11530

   -- AND hca.account_number     = 32253 --32396 --31753 --32253 --31038

 ORDER BY TO_NUMBER(hp.party_number), hp.party_name, hca.account_number;