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Form Personalization To Suppress Customer Acceptance Form In OM Quote Processing (Doc ID 1293169.1) To Bottom

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Solution

Document Details

APPLIES TO: Type:

HOWTO
Status:
PUBLISHED
Last Major
Oracle Order Management - Version 12.1.1 and later Update:
Apr 6, 2019
Information in this document applies to any platform. Dec 5, 2019
Last Update:
Form:OE_OEXOEORD_QOD - Quote

***Checked for relevance on 18-JUL-2013*** Related Products

Oracle Order Management

GOAL Oracle Order Management

Customer Acceptance feature is not being used. Business need is to progress a Quote to Order without having the Acceptance Information Centers
Form raised to select the Customer Accepted button to reduce the number of user clicks in this process. Yet business still wants
No Information Center
to use the customer acceptance sub process in the workflow. available for this document.

How can user enter a quote and progress Draft to a sales order without seeing the Acceptance form or needing to press the
Customer accepted button? Document References
No References available for
this document.
STEPS
____________ Recently Viewed

1) Navigate negotiations > quote How to require SubInventory

2) enter header information, order type = Standard (US) field on Sales Order form via
Forms Personalization
3) enter line 1.1, line type = Standard Line [362402.1]
4) return to header form, status = Draft
How Does One Setup
Processing Constraints To
5) Select Actions > Submit Draft, Prevent Ordered Quantity
Status is now Pending customer Acceptance Changes On Booked Order ?
In practice, will wait for response(acceptance) from customer [735831.1]
How to stop users from
6) Select Actions > Customer Acceptance entering new orders for a
specific customer, while
7) Open new form: Acceptance allowing all existing orders
8) do not populate any fields to process to close?
9) Cancel and Customer Accepted button is displayed [472507.1]
10) Press Customer accepted button Restricting 'Order
Type' LOV Does Not
Work in Order Management
(OM) Quick Sales Order
SOLUTION Entry Form. [853692.1]
OM: Sample Codes For Form
Personalization In Order
To implement a solution to prevent the Acceptance form from being raised at the time of entering a Quote, please execute the Management [1266606.1]
following steps:
Show More

1) Create Personalization in the OM Quotes form.

a) Open Quote form

b) Select Help > Diagnostics > Custom Code > Personalize

c) At Forms Personalization (Quote)

d) Add seq = 1, Description = Cust Acc, level = Function, Enabled

e) Condition (tab)
Trigger Event = WHEN-NEW-BLOCK-INSTANCE
Trigger Object = CUSTOMER_ACCEPTANCE
Processing mode = Not in Enter-Query Mode

f) Action (tab)
Seq 1, Type = Builtin, Language = All, Enabled

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12/8/2019 Document 1293169.1
Builitin Type = GO_ITEM
Argument = CUSTOMER_ACCEPTANCE.ACCEPT_SIG

g) Se1 2, Type = Builtin, Language = All, Enabled

Builtin Type = EXECUTE_TRIGGER
Argument = when-button-pressed

h) SAVE

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Related
Products

Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management > Transaction Control > Workflow Issues
Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management > Quoting & Negotiation > Generic Quoting Issues

Keywords
ACCEPTANCE; FORM PERSONALIZATION; PERSONALIZATION; PROCESSING; QUOTE APPROVALS; VERSION

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