Oracle EBS R12 Sales order personalization
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The document describes three ways to personalize the sales order form in Oracle Apps to: 1. Limit users to only view or query sales orders for their assigned salesperson or creator 2. Limit users to only view or query orders of a certain type 3. Limit the order type list of values (LOV) displayed to certain order types
Oracle EBS R12 Sales order personalization
- 1. Sales Order Personalization 1- Limit Users To Only Be Able To View/Query A Certain Salesperson Or Sales Order Creator Purpose : Restrict Sales Person From Find Sales Order Owned by Another Sales Person Perform the following forms Personalization on Sales Order Form 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 > Click on the last selection: 'Personalize'
- 2. 4. Under Conditions tab > Trigger Event = 'WHEN-NEW-BLOCK-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 -
- 3. Seq. Type Language Object Type Target Object Property Name Value 1 Property All Block ORDER DEFAULT_WHERE SALESREP_ID =(SELECT TO_CHAR (rep.SALESREP_ID) FROM JTF_RS_SALESREPS rep, JTF_RS_DEFRESOURCES_V u WHERE 1 = 1 AND rep.RESOURCE_ID = u.RESOURCE_ID AND USER_ID = fnd_global.user_id AND rep.ORG_ID = fnd_global.org_id) OR CREATED_BY= (SELECT TO_CHAR (u.USER_ID) FROM JTF_RS_SALESREPS rep, JTF_RS_DEFRESOURCES_V u WHERE 1 = 1 AND rep.RESOURCE_ID = u.RESOURCE_ID AND USER_ID = fnd_global.user_id AND rep.ORG_ID = fnd_global.org_id); 8.Save the changes. 9.Close the Sales Order form and re-open it. Now test it. -----------------------------------------------------------------------------------------------------------------------------------------------------------
- 4. 2- How To Limit User To View/Query Orders For Certain Order Type Perform the following forms Personalization on Sales Order Form 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 > Click on the last selection: 'Personalize' 4. Under Conditions tab > Trigger Event = 'WHEN-NEW-BLOCK-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 - Seq. Type Language Object Type Target Object Property Name Value 1 Property All Block ORDER DEFAULT_WHERE order_type = Sh Local'
- 5. 8.Save the changes. 9.Close the Sales Order form and re-open it. Now test it.
- 6. 3- Limit The List Of "Order Types" Being Displayed In The Sales Order Form LOV This can be done through forms personalization Target : Limit Order Type LOV To (Sh Local , SH Drop Ship) Before personalization You Must Get Transaction type ID For Tow Sales Order Type You Won't Restrict LOV To Them
- 8. 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 > Click on the last selection: 'Personalize' Condition =========== Trigger Event = WHEN-NEW-ITEM-INSTANCE Trigger Object = ORDER.ORDER_TYPE Processing Mode = Not in Enter-Query Mode Responsibility = SH Order Management Super User
- 9. Actions Seq. Type Language Builtin type Argument Group Name 1 Builtin All Create Record Group from Query SELECT order_type_id, name, description FROM oe_order_types_v WHERE 1 = 1 AND order_type_id IN (4183, 4221) XX_ORDER_TYPE Seq. Type Language Object Type Target Object Property Name Value 2 Property All LOV Order_Type GROUP_NAME XX_ORDER_TYPE
- 10. Save the changes. Close the Sales Order form and re-open it. Now test it. TestScenario Done هلل الحمد