Transactions Form Personalization How to Disable Delete Icon for a User or Responsibility

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

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Transactions Form Personalization: How to Disable Delete Icon for a User or

Responsibility

MODULE:

Oracle Receivables - Version 11.5.10.0 and later

Information in this document applies to any platform.

Checked for relevance 03-Apr-2013

Form:ARXTWMAI.FMB - Transactions

PROBLEM STATEMENT

Oracle Receivables (AR): Transactions Workbench Information Center > Transactions Form Personalizations: Sample Code, Known Issues and Patches > Note 877227.1

This document provides information on how you can use Forms Personalization to disable the Delete Icon in the Transactions form for a particular User or Responsibility.

Caution:

This sample code is provided for educational purposes only and not supported by Oracle Support

Services. It has been tested internally, however, and works as documented. We do not guarantee that it

will work for you, so be sure to test it in your environment before relying on it.

Proofread this sample code before using it! Due to the differences in the way text editors, e-mail packages and operating systems handle text formatting (spaces, tabs and carriage returns), this sample code may not be in an executable state when you first receive it. Check over the sample code to ensure that errors of this type are corrected.

SOLUTION

Using standard functionality, you can disable the deletion of transactions via the settings in the AR System Parameters form.

Responsibility: Receivables Manager Navigation: Setup > System > System Options

In the Trans and Customers tab, you can check or uncheck the Allow Transaction Deletion checkbox to

enable or disable the Delete option in the Transactions form. This feature however disables the Delete option for everyone using the application.

If you wanted to disable the delete only for a particular Responsibility or User, you need to use Forms Personalization.

Responsibility: Receivables Manager

Navigation: Transactions > Transactions

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

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Go to Forms Personalization Menu

Navigation: Help > Diagnostics > Custom Code > Personalize

Provide a unique sequence and description.

In the Condition tab, enter the following:

Please note the following:

1. in this example, this personalization will only be invoked for USER1

2. if you want the Disable button disabled only when the transaction is in a saved and complete

status, you should create the condition on trigger event = "WHEN-NEW-RECORD-INSTANCE" instead of "WHEN-NEW-ITEM-INSTANCE" as shown below

In the Actions tab, enter the following:

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

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Test the changes by navigating back into the Transactions form. Note that when you first invoke the transactions form the Delete Icon is still enabled, as shown below:

The delete icon does not get disabled, until after you have saved and completed the transaction.

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

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