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Transactions Form Personalization: How to Disable Credit Option from the Actions Menu (Doc D!"#$%$&'!

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Goal

Solution

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References

APPLIES TO:

Oracle Receivables - Version 11.5.1.! and later 

"nformation in t#is document a$$lies to any $latform.

C#ecked for relevance %-&$r-!1'Form(&R)*+,&".F, - *ransactions

GOAL

Oracle Receivables (AR): Transactions Workbench Information Center > Transactions

Form ersonali!ations: "am#le Co$e% &no'n Issues an$ atches  > ote *+,-,./

*#is document $rovides information on #o you can disable t#e Credit o$tion from &ctionsmenu in t#e *ransactions Form.

+&R/"/G(

*#is sam$le code is $rovided for educational $ur$oses only and not su$$orted by Oracle Su$$ortServices. "t #as been tested internally0 #oever0 and orks as documented. +e do not uarantee

t#at it ill ork for you0 so be sure to test it in your environment before relyin on it.

2roofread t#is sam$le code before usin it3 Due to t#e differences in t#e ay te4t editors0 e-mail

 $ackaes and o$eratin systems #andle te4t formattin s$aces0 tabs and carriae returns60 t#is

sam$le code may not be in an e4ecutable state #en you first receive it. C#eck over t#e sam$le

code to ensure t#at errors of t#is ty$e are corrected.

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SOLUTION

*#e Credit o$tion in t#e &ction menu cannot be disabled via setu$0 it #as to be done via $ersonali7ation as s#on belo(

Res#onsibilit0( Receivables ,anaer 

avi1ation( *ransactions 8 *ransactions

Go to Forms 2ersonali7ation ,enu

avi1ation( 9el$ 8 Dianostics 8 Custom Code 8 2ersonali7e2rovide a uni:ue se:uence and descri$tion. "n t#e Condition tab enter t#e folloin(

 /ote( ;ou can restrict t#e Conte4t at t#e level you re:uire valid values are( Site0 "ndustry0

Res$onsibility0 <ser6 0 above0 t#e $ersonali7ation ill only a$$ly to <ser = R&>&/"

"n t#e &ction tab0 create to se:uence records0 enter t#e folloin for Se:?10 t#is disables t#e

Credit o$tion in t#e &ctions ,enu(

@nter t#e folloin for Se:?!0 t#is $rovides an informational messae to t#e <ser0 #en t#ey

attem$t to use t#e Credit o$tion(

Save your ork and e4it.

*est t#e $ersonali7ation by creatin an "nvoice and t#en attem$tin to invoke &ctions 8 Credit(

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