Download pdf - Sample Codes for Form Personalization in Order Management

7/22/2019 Sample Codes for Form Personalization in Order Management

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Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP 1

MODULE:

Oracle Shipping Execution

PURPOSE

Contains the list of documents containing Sample Codes and General document related to FormPersonalization in Order Management. This Master Note would help in bringing all such notes together to

a single location so that customers can easily go through these notes and decide upon the action to beconsidered even before raising a new Service Request.

SCOPE

This document is informational and intended for any user to find all the relevant documents of FormPersonalization

DETAILS

General Documents

Document 420518.1- Limitations of Forms PersonalizationIn the release 11.5.10, Oracle has provided a simple and easy feature to implement the customer specificrequirements without modifying the underlying forms code or CUSTOM library. Although CUSTOM librarystill can be used for forms customization to implement the complex business logic, the personalizationfeature provided in the latest release is easy, faster and requires minimum development effort.

Sample Code

General

Document 744069.1- Sample Testcase For Using Form Personalization In Oracle ApplicationsThis note provides examples of using Form personalization to enhance the functioning of OracleApplication forms so that customers can meet their business needs.

Regarding LOV

Document 862066.1How to Use Forms Personalization to Restrict Values in Customer Number LOV in

Sales Order Form OEXOEORDThe goal is to meet the requirement to restrict/limit the values in the Customer Number field LOV (List of

Values) in the sales order form using Forms Personalizations.

Document 763410.1Cannot Replace Record Group With Form PersonalizationHow does one replace an existing vanilla record group in OEXOEORD via form personalization?

Document 974417.1CHANGE A RECORD GROUP USING A FORM PERSONALIZATIONThe form personalization for ordered_item_lov will not work as in our code we are dynamically assigningthe record group based on certain parameter like order_category_code, item_identifier_type etc. So any
https://support.oracle.com/epmos/faces/DocumentDisplay?id=420518.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=420518.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=744069.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=744069.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=862066.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=862066.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=763410.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=763410.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=974417.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=974417.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=974417.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=763410.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=862066.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=744069.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=420518.1


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personalization done will be overwritten by our code .

Document 1075298.1HOW TO VALIDATE SHIP METHOD IN THE SHIP CONFIRM WINDOW LOV

Users are selecting Shipping Methods that are not valid for the ship from org, and this is preventing acustomization from populating order line Trading Partner DFF fields correctly.The result is that order lines get stuck at flow status code Shipped.

Document 853692.1Restrict Lov Order Type Is Not Working In Quick Sales Order Entry FormWhen attempting to restrict order type LOV using forms personalization in the Quick Sales Orderform (OEXOETEL), the following error occurs: FRM-41075: Error deleting group

Document 779913.1How Can One Limit The List Of "Order Types" Being Displayed In The Order FormLOV?Than can work through forms personalization if you use WHEN-NEW-ITEM-INSTANCE as your triggeringevent, and ORDER.ORDER_TYPE as the triggering object. Also suggest you look at the seeded logic ofhow the order type LOV is set by examining the procedure Order_Type in file OEXOEHDR.pld, eventWHEN-NEW-ITEM-INSTANCE.

Fields To Be Made Mandatory

Document 730446.1Cannot Set Line.Preferred_grade To Required. Get FRM-41019 Error.Find customer is trying to make the Preferred Grade on a sales order line a required field.

Document 362402.1How to Require SubInventory Field on Sales Order Form Via Forms PersonalizationHow does one use the Forms Personalization functionality to make theSUBINVENTORY field REQUIRED based on a given ORDER TYPE?

Document 749466.1FORM PERSONALIZATION IN OEXOEORD DOES NOT WORK CORRECTLYCustomer needs to make the "Price List","Payment terms","Warehouse","Freight terms" fieldsmandatory in the OEXOEORD window.

Document 754736.1Why Can't Customer Make Customer_Job Field Mandatory Via The FormsPersonalization?Why Can't Customer Make Customer_Job Field Mandatory Via The Forms Personalization?

Document 418333.1How to Require Ship-To for RMA Using Forms PersonalizationWhen-new-item-instance is not a suggested trigger event for handling this. If user removes the value and

doesn't navigate back to the field, the field won't be mandated. The preferred trigger event to handle thiswould be when-validate-record. For the when-validate-record trigger event, in addition to setting the fieldas required in actions, the second action should be to call the bulletin raise_form_trigger failure.

Document 821042.1How do I make Serial Number Mandatory in Shipping Transactions form using Forms

Personalization?How do I make Serial Number Mandatory in Shipping Transactions form using Forms Personalization?

Document 731663.1How To Make The Return DFF Field Mandatory For Any RMAHow to ensure that the Return DFF is made mandatory when user is trying to enter an RMA. This is tomake sure that all RMAs are created as referenced RMAs.
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1075298.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1075298.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=853692.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=853692.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=779913.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=779913.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=730446.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=730446.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=362402.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=362402.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=749466.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=749466.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=754736.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=754736.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=418333.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=418333.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=821042.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=821042.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=731663.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=731663.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=731663.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=821042.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=418333.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=754736.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=749466.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=362402.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=730446.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=779913.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=853692.1https://support.oracle.com/epmos/faces/DocumentDisplay?id=1075298.1


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Restrict Users

Document 1072300.1How do you Restrict a User from Changing the Actual Departure Date at the Time

of Ship Confirm to a Past Date?The only way to restrict a user from changing the actual departure date to a past date at the time of shipconfirm is to use forms personalization. Please see the following steps and screen shots on the values

you would need to enter in order to achieve this functionality.

Document 760458.1How do I restrict e-Business Suite Form fields to numeric-only characters?How is it possible to restrict e-Business Suite Oracle Form fields (eg. Phone Contact) to numeric-onlycharacters?

Validate

Document 1073070.1Orders Will Not Book with Forms Personalization - Order Is Not Eligible For Booking

Set up Forms Personalization for Project field (Sales Order form, Help > Diagnostics > Custom Code >Personalize). Then attempt to book orders, the following error occurs: Order is not eligible for booking.Check workflow status for this order.

Document 732054.1How To Use Form Personalization To Change Color Of A ValueHow does one use Form Personalization to change color at the sales order form from the default of black

to red?

Document 740622.1The Columns Of The Form "Sales Orders" Of The Window "Customer" Has ChangedThe columns for the Customer LOV in the sales order form have changed. It is not the same arrangementthan before.

Document 795645.1Restrict Two duplicate_PO_Number On Sales Order Form. Form PersonlizationWe have scenario that (Cust_po_no) at header level should be unique for given order type. But in ourcase, the application took/allowed same cust_po_number for two different orders of the same order typeto be created at two different dates.

Document 1286716.1Restrict The number of Characters of the Customer PO Number FieldHow to restrict the number of characters of Customer PO field to 15 MAX?

Item

Document 1249645.1How Can We Create a Personization on the Shipping Transactions Form to PreventShip Confirming Without a Shipping Method?How can we define a personalization on the Shipping Transactions form which will not allow our users toship confirm a delivery without specifying a shipping method?

Document 740538.1HOW DOES ONE PREVENT ORDER LINE SAVED W/O ENTERING ORDERED

QUANTITY?How does one allow entering and saving a line for an item without an Ordered Quantity also entered?Currently, one can save the line record with only an Item entered, and without an Ordered Quantityentered. We need to have the Ordered Quantity required in order to save the sales order line within aship set.

Document 796670.1Can One Disable Specific CUSTOMERS From Placing Orders But Enable RMAs Only?Is there a way to disable specific CUSTOMERS from placing any orders but enable that specific customer


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so that the users can create RMA orders only?

Document 1199634.1Triggers On The Lines Tabl In Order Entry Screen Are Firing Twice

Find in Order Entry screen , when the user navigates to the Lines Tab , the triggerswhen_new_block_instance and when_new_record_instance are firing twice, as a result the alert on thelines shows the message twice and it is annoying for the users.

Document 437019.1Unit Selling Price Not To Be Updated By Form PersonalizationHow does one restrict updating the Unit price on the sales order line by using form personalisation?

Document 1241886.1Is it possible to mask/hide the Unit Selling Price field in the Quick Sales Order FormIs it possible to mask the value of the Unit Selling Price on the Quick Sales Order form ?

Document 793823.1How To 'Hide' Lines For Specific Item Types Using Form PersonalizationOrders with many lines are difficult to check/validate when certain items are not 'needed'.

Others

Document 1123733.1How to use Forms Personalization for Bill To Check Box in Add Customer Form On

Sales Orders FormHow can customer perform personalization on the add customer form inside Sales Order Form in OrderManagement so that Bill To check box will be unchecked?

Document 859704.1How To Sort Records in Shipping Transactions Form By Sales Order Line NumberTo be able to sort the records in the shipping transaction form so they appear in the same order as theyare in the sales order form (Numerically). Note: By default the records in shipping transactions form sortby the delivery detail id.

Document 942055.1Cannot Pass Parameter Through Personalized MenuOn Sales Order form the block name is ORDER, but on Order Organizer the block name is

ORDERS_SUMMARY.r

Consultative Issues

Document 743866.1Forms Personalization - How to Make the Bill To Flag Set to No on Add CustomerForm OEXOENILHow do we use Form Personalizations on the Add Customer form to make the Bill To Flag set to No

Initially?

Document 421277.1Personalizing Sales Order Entry Form Make Users Tab Through Fields

After you personalized the Sales Order form to make the payment terms at the header and line level non-enterable fields, the users must tab through the form and is unable to activate a field by clicking in the

field.

Document 975633.1FORM DISAPPEARS AFTER THE CUSTOM MESSAGE IS ACKNOWLEDGEDFind Form Personalization (Payments) window did not show up when try to add a personalized message