Customers Delight Sales Order Booking, Picking and Shipping Made

Easy Using Forms Personalization

Overview
The purpose of this document is to to sophisticate the work of the end-user and to give him a
pleasure of using Oracle Applications.
Requirement
Training the End-Users is always a challenging task. They normally find a hard time to
understand and remember the navigation. This is an idea regarding effective usage of User
Interface messages to ease their work with Oracle Applications.
Solution Approach and Flow chart of the Process Flow
Using Forms Personalization in Oracle Applications.
Entering the
Sales Order

Booking the
Sales Order

The Sales Order Number

will be defaulted in the
Shipping Transaction Form

UI Message will navigate you regarding the

proceedings. Navigation to Shipping
Transaction Form directly from SO form by
clicking Picking and Shipping Made Easy
menu item which is attached in Actions
Menu.
UI Message will navigate you regarding the
proceedings.Also Launch Pick Release
action will be defaulted and the control will
be placed at Go button. Pick your Item.

Staged/Pick
Confirmed

No

Yes
UI Message will navigate you regarding the proceedings. Navigation to
Shipping Transaction Form directly from SO form by clicking Picking
and Shipping Made Easy menu item which is attached in Actions Menu.

The Delivery Number will be

defaulted in the Shipping
Transaction Form

Perform Back Order

Ship your order

UI Message will navigate you regarding the

proceedings.Also Ship Confirm action will be
defaulted at the delivery tab.

Pre-requisites
1. Have access to or have installed licensed version of Oracle Applications R12

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2. Having access to Forms personalization window.

Assumptions
The section lists the complete set of assumptions that need to be considered along with the other
constituents of this solution.
1.
2.
3.
4.

The is a instance of Oracle Applications version R12

Single user is responsible for Entering/Booking/Picking and Shipping the order
Sales Order consists of single line
User only performing Entering,Booking,Picking and Shipping the order

Activities

The way it works after Forms Personalization

Screen: 1 (Header Information)

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Screen: 2 (Line Information)

Screen: 3 (Zooming from Sales Order Form to Shipping Transaction Form)

User Interface Guidance Message

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Screen: 4 (In this Shipping Transaction Form Source System and Sales Order
Number will be automatically assigned)

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Screen: 5 (User Interface Guidance Message)

Screen: 6 (In Actions Launch Pick Release will be automatically assigned and the
control will be at Go button)

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Screen: 7 (User Interface Guidance Message)

Screen: 8 (After the completion of Launch Pick Release Concurrent coming back
to SO form and Zoom t o Shipping Transaction Form)

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Screen: 9 (The Control will automatically go to Delivery and Delivery Number will
be automatically assigned)

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Screen: 10 (User Interface Guidance Message)

Screen: 11 The Control will directly come to the Delivery Tab

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STEPS

Sales Order Form:

Condition: 1: When-New-Form-Instance

Action: 1
Creating Menu Picking and Shipping Made Easy

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Action: 2
Declaring Global Variable for passing the Sales Order Number from SO form to
Shipping Transaction Form

Condition: 2
When-Validate-Record (Line)

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Action: 1
Assigning Value to Global Variable

Condition: 3
When-New-Block-Instance (Order)

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Action: 1

Condition: 4
Zooming from SO form to Shipping Transaction Form

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Action: 1
Launching Shipping Transaction Form

Shipping Transaction Form:

Condition: 1
Checking whether we have the passed the Global Variable from Sales Order form to
Shipping Transaction Form correctly or not. Also we are checking Order Number
field is blank or not.

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Action: 1
Assigning the Source System = Order Management

Action: 2
Assigning the Global Variable to the Order Number field.

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Action: 3
Committing the form

Condition: 2
Checking the Line Status. If it is Ready to Release then we should perform
Launch Pick Release

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Action: 1
Assigning the values for Actions from LOV.It should be Launch Pick Release

Action: 2
Placing the Control at the GO button

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Action: 3
User Interface Message

Condition: 3

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Action: 1
Checking for the existence of Message window.
(FYI: Forms Personalization will be executed first before the core code does)

Condition: 4
Checking the Line Status. If it is Staged/Pick Confirmed then we should do Ship
Confirm

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Action: 1
Automating the control to Delivery Tab

Action: 2
Automating the Control to the Delivery Tab

Action: 3
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Assigning the Delivery Number to the Delivery Number field. (We got this Number
from the Lines Tab)

Action: 4
Committing the form

Condition: 5

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Checking whether the Delivery Status is Open or not.

Action: 1
User Interface Message after Shipping is done.

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id
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Action: 2
Assigning Null Value to Global Variable

Solution Salient Features

The following are the salient features
1. User Friendly
2. No invasive customization of any standard Oracle components.
3. Simple approach with the tangible end deliverables clearly identified for each stage.
Concluding Notes
1. The contents of this document the first cut of a solution approach and design for a
prototype.
2. The Same Methedology can be used for the Sales Order with Multiple Lines with some
enhancements
3. The Same Idea of using Guidance UI messages can be implemented to all the complex
navigation in Oracle Applications

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