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Goal The will address the users ability to create, update sales orders of a given Order Type Solution There is no direct method. However, there is a way to achieve this through Forms Personalizations feature - supported in 11i10 onward releases of Order Management. Here you can define following two actions to achieve the required business setup - 1. Populate Order Type field based on an user name, and 2. Disable the Order Type field after populating it. You may follow the below navigation in release 11.5.10 to achieve this - 1. Login to Oracle Apps with the specified user name and password 2. Navigate to OM Responsibility > Sales Order form 3. Click Help > Diagnostics > Custom Code > Personalize 4. Give the sequence and description at Function level. 5. Under Conditions tab > Trigger Event = 'WHEN-NEW-RECORD- INSTANCE', and Trigger object = 'ORDER' 6. Set the Context level to User and Value to <User Name> --Note: to simplify setup required, you can choose to set the condition context to responsibility. This would allow you to assign a group of users to a responsibility, then the setup above would only need completed once at the responsibility level. Otherwise this setup step would be required for each user. 7 . Click to Actions tab and define following actions -

Resticting User to a Specific Order_PO

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Resticting User to a Specific Order_PO

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Goal

The will address the users ability to create, update sales orders of a given Order Type

Solution

There is no direct method. However, there is a way to achieve this through Forms Personalizations feature - supported in11i10 onward releases of Order Management. Here you can define following two actions to achievethe required business setup -1. Populate Order Type field based on an user name, and2. Disable the Order Type field after populating it.

You may follow the below navigation in release 11.5.10 to achieve this -

1. Login to Oracle Apps with the specified user name and password2. Navigate to OM Responsibility > Sales Order form3. Click Help > Diagnostics > Custom Code > Personalize4. Give the sequence and description at Function level.5. Under Conditions tab > Trigger Event = 'WHEN-NEW-RECORD-INSTANCE', and Trigger object = 'ORDER'6. Set the Context level to User and Value to --Note: to simplify setup required, you can choose to set the condition context to responsibility. This would allow you to assign a group of users to a responsibility, then the setup above would only need completed once at the responsibility level. Otherwise this setup step would be required for each user.

7. Click to Actions tab and define following actions - Sequence = 1, Type = Property, Language = All, Object Type = Item, Target Object =ORDER.ORDER_TYPE, Property Name = Value, and Value = ]]]]] this step will only default the order type in the field.Sequence = 2, Type = Property, Language = All, Object Type = Item, Target Object =ORDER.ORDER_TYPE, Property Name = Enabled, and Value = False ]]] this step will freeze the default value as defined above8. Click 'Apply Now'

9. From the tools menu select Tools > Validate All This will return the message, 'the Personalizations validated successfully'.

References

Note 363505.1 - How To Limit Sales Order Form By Order Type Assigned To User/Responsibility

Keywords

'OEXOEORD.FMB' 'FORM~PERSONALIZATION' 'ORDER~TYPE' '497-CONTROL-TRX_TYPES' '497-ORACLE~ORDER~MANAGEMENT' 'SECURING