4/4/2018 Pramod's Oracle Apps: Form Personalization in Oracle Apps

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Form Personalization in Oracle Apps
Q. Have you heard about Zoom function in Oracle Apps Forms? Other Blogs
Yes. It is CUSTOM.ZOOM_AVAILABLE function Oracle Functional and Technical
Interview Questions
Q. What is the use? PLSQL and Froms and Reports
Generally the function CUSTOM.ZOOM_AVAILABLE was used for navigation from a
Accounting Concepts
block to another and it by default returns BOOLEAN value; False. It was used in earlier
time in Oracle Apps. Now we are using Open_Form, Call_Form etc.
Ex: If Zoom is available for this block, then return TRUE; otherwise FALSE.Always test Pages
for the form and block name. Refer to the SYSTEM variables for form name and block
name in your code and branch accordingly. The module name of your form must match Home
the form file name. PL/SQL APIs
SQL Queries
By default this routine must return FALSE.
Oracle Apps
The following example enables Zooms in the following places:
OAF
Form: FNDSCAUS, Block USER and SQL DATE FUNCTIONS
Form: FNDCPMCP, Block PROCESS
Important Links
FUNCTION zoom_available RETURN BOOLEAN IS
Essential Unix
form_name VARCHAR2(30) := NAME_IN(‘system.current_form’);
block_name VARCHAR2(30) := NAME_IN(‘system.cursor_block’); Pdf
BEGIN
IF (form_name = ’FNDSCAUS’ AND block_name = ’USER’) OR
Blog Archive
(form_name = ’FNDCPMCP’ AND block_name = ’PROCESS’)
THEN ▼ 2014 (111)
RETURN TRUE; ► April (7)
ELSE
▼ February (88)
RETURN FALSE;
END IF; P2P cycle in Purchasing and
O2C cycle in Order Man...
END zoom_available;
AIM -- Oracle Application
Q. What is the sequence of Trigger firing in Form? Implementation
Methodolo...
a) Pre-Form
b) Pre-Block BR100 Application setup
c) Pre-Record document
d) Pre-Text-Item Project Directory Structure
e) When-New-Form-Instance
R12 – MOAC Security
f) When-New-Block-Instance
g) When-New-Record-Instance Functional Currency and
Ledger Currency -- R12
h) When-New-Item-Instance
i) Post-Text-Item GL Chart of Accounts –
j) Post-Record Number of Segments -- R12
k) Post-Block JTY – Territory Manager –
R12

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l) Post-Form R12.2.2 Financials New

Features
Q. What is the process of Form registration in Oracle Apps? E-Business Tax Notes -- R12

IEX -- Advanced Collections –

Send the file through FTP in binary mode to …/forms/US R12
Generate *.fmx by running the fmx script
XLA – Subledger Accounting
f60gen module=<FORMNAME.fmb> userid=APPS/adm1n output_file= Overview -- R12
<FORMNAME.fmx> module_type=form batch=no compile_all=special
IBY – Payments Overview --
R12
Q. What is the default directory of Forms in Oracle Apps? CE -- Cash Management –
Application top(autop)/forms/US Overview -- R12

AP - Payables Overview - R12

Q. How can we disable a form from the menu?
System Administrator (Responsibility) > Security > Responsibility -> Define (at Menu) > AR -Receivables – Overview -
R12
Find Responsibility Name & The Menu attached to it > Exclusion > Exclude the
Function of the Form GL - General Ledger Overview
– R12
Q. How can you call DFF from Form? MD-50-and-MD-70-
By using a procedure called fnd_descr_flex.define documents-oracle-
application-devel...
Ex: FND_DESCR_FLEX.DEFINE(BLOCK=>’ORDER_DETAIL’, FIELD=>’DESCFF’,
APPL_SHORT_NAME=>’FND’, AIM
DESC_FLEX_NAME=>’MYDESC’)
Basic Concepts in Oracle GL
In Brief,
We need to follow the following steps in your form: Basic Concepts in Oracle
Financials - Important Ta...
a) Create a displayed field to hold your concatenated segment values
(the [ ] field). Oracle General
LedgerGl_code_combinati
b) Create fields (normally hidden) for each of the flexfield columns in your
ons Setup >...
table (the
one used for your flex). Oracle Account Receivables
(AR) - Functional Overv...
c) In the form-level WHEN-NEW-FORM-INSTANCE,
call FND_DESCR_FLEX.DEFINE, Tracking, Implementation
setting BLOCK parameter to the name of the block containing your [ ] and Setup Guide - Oracle ...
field, R12.x Oracle Cash
the FIELD parameter to the name of your [ ] field, Management
Fundamentals - Topics...
the APPL_SHORT_NAME parameter to the short name of your
application and the DESC_FLEX_NAME parameter to the name of Oracle Cash Management
your descriptive flex. User Guide - INDEX

Oracle Cash Management

In the form-level WHEN-NEW-ITEM-INSTANCE, User Guide
WHEN-VALIDATE-ITEM,
Oracle Assets User Guide -
PRE-INSERT, INDEX
PRE-UPDATE,
Oracle Assets User Guide
POST-QUERY and
PRE-QUERY triggers place a call to FND_FLEX.EVENT as follows: How to do reconciliation at
batch level in Cash Ma...
FND_FLEX.EVENT ( 'TRIGGER_NAME');
where TRIGGER_NAME is the name of the trigger, Assets Setup configuration /
e.g. in the PRE-QUERY trigger .... FND_FLEX.EVENT('PRE-QUERY'); End to end configurat...
-------------------------------------------------------------------------------------------------------------------- Asset Management Course
------------------------------------- Overview in Oracle R12
Oracle has provided a simple and easy feature to implement the customer Oracle Assets User Guide
specific requirements without modifying the underlying forms code or CUSTOM
Cash Management Setup
library. Although CUSTOM library still can be used for forms customization to
Checklist
implement the complex business logic, the personalization feature provided in
the latest release is easy, faster and requires minimum development effort. Oracle Assets System Setup
If user needs to personalize any details in a form like changing field names, Oracle Fixed Asset Setup in
adding some validations, etc, then Form Personalization can provide the way out short
in few simple steps. Fixed Assets Basic Setup
Please follow here to go through Steps with example Steps
Steps: Invoices Types in AP , what is
Step – 1: prepayment & steps ...

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Go to the specific form where you need the changes Entering Prepayments

Prepayment

Pre-payment Accounting
entries

Technical details Payment

Process Request (PPR) pr...

Payments – (Funds
Disbursement) Step by Step
in R1...

Payment Process Request

(PPR), how created and
man...

PO Types and its Creation

Purchase order types

Then we need to note down the block and field name which is needed in next
steps. R12 - How to Clear Apache
So keep the cursor on the required field and then Go to Help --> Diagnostics Cache (Oracle EBS
Genera...
--> Examine
Basic Flexfields Concepts -
Structure, Segment and...

Defining Accounting Flexfield

Segment Qualifiers

Security Rule Vs Cross

Validation Rules

Multiple Organizations
Overview - R12

P2P, O2C Flow SQL Query

Link

Oracle Procure to Pay Life

Cycle standard

Oracle Procure to Pay Life

Cycle standard

GL Accounting Cycle and

Integration

Accounting entries in
Purchasing, Payables and
Rec...

India “EXCISE TAX” and

“INDIA LOCALIZATION in
Note down the Block and Field value. Orac...
Step -2:
india localization
Now the step to do the personalization
Follow this navigation P2P,O2C Accounting Entries
Help à Diagnostics à Custom Code à Personalize with India Localizatio...

Multi - Org Concept in Oracle

Apps R12

Questions

FND LOAD Scripts in Oracle

Standard PO Interface /
import with a distribution...

Purchase Order Interface -

po_headers_interface , ...

Purchase Order Interface --

PO_HEADERS_INTERFA
CE
This will show the Form Personalization window
Query to validate email
address in Oracle

Query to find Oracle Alert

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Query to find Parameters and

Value Sets associated...

Query to find Concurrent

Programs associated with ...

Query to find runtime of a

concurrent program

Query to add SysAdmin

responsibility to a user

Query to add any

responsibility to a user

Query to find all

responsibilities of a user

Query to find Application

Here you need to do the customization as per the requirement.
Short Name of a module
As you can see in this form, there are mainly 4 sections
1. Rule Query to find concurrent
request status
2. Condition
3. Actions Query to change Oracle
4. Context Applications password for
a...
Step – 3:
Rule: Query to find Request Group
for concurrent program...
This is the section where you need to create the rules how your requirement is
going to be executed. This section contains 4 segments, Seq, description, Level FND_PROFILE and
and Enabled flag. FND_GLOBAL values
Seq : Need to give the Sequence how the rule will execute (a number) Database Structures FAQ's
Description: Write a sort description of the rule which you are going to create
Few Questions to have a look
Level: Select the level where you want the rule to execute in Oracle Apps
Enabled: This is the flag which will enable or disable the rule.
Example: Tables and colums in
GL,AP,AR,PO and HRMS

Oracle Apps Forms Training

technical

FND_FILE / type of
Concurrent Program
Step – 4: execution me...
Condition:
PL/SQL APIs for Concurrent
Now need to set the condition. Processing
This is the section where you will define when the rule will be executed.
Forms Customization Steps
This section contains 4 segments, Trigger Event, Trigger Object, Condition and
and Registration Process...
Processing mode.
Trigger Event: This specifies where the rule will be executed. There are mainly Form Personalization in
Oracle Apps
5 types of event which decided the trigger of the rule.
How to develop a new form
for Oracle Applications ...

Create and register a custom

Descriptive Flexfield...

► January (16)

Trigger Object: This is the Object in the form which decides at what level the
rule will be executed. There was an error in this gadget
The values can be “<Form Name>”, ‘<Block Name>” or “<Item Name>”
Condition: Here mention any SQL statement to control the execution of the
rule when the mentioned criterion is met. About Me
Processing Mode: This is the mode where you want the rules to be executed.
Example:

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Step – 5: View my complete profile

Actions:
This decides what will happen when the rule will execute.
This contains 2 sections.
Left sections contains Seq, Type, Description, Language, Enabled
Seq: Mention the Action sequence which this rule will execute
Type: This is of 4 types, Property, Message, Builtin, Menu.
This decides which type of action, the rule will perform.
According to this the right section will come and need to fill the detailed actions.
Description: Write a description on the action which this will perform.
Language: Select the language
Enabled: You can enable or disable the actions here.
Right Section is a dynamic section; it appears depending on the Type field
value in Left section.
Action Types:
Property
The action type “Property” is used to set the properties of the objects. The
various objects include
“Item, Window, and Block etc.”. Actual object name defined in the form should
be entered after selecting the object type.
Property Name is the property to be changed
Value is the new desired value for the property.
The current value of the property will be displayed when clicked on the “Get
Value” button.
Example:
Object Type = “Item”
Target Object = “:ORDER.ORDER_NUMBER”
Property Name = “PROMPT_TEXT”
Value = “Claim Number”
The value is interpreted at runtime, so you can use SQL functions and operators.
Any value started with “=” operator will be interpreted at runtime; otherwise the
value is treated as is entered in the value field

Message:
The action type “Message” is used to display custom messages during runtime.
Message Type and Description should be entered after selecting the action type
as “Message”. The available message types are “Error, Warning, Hint, Question
and Debug”. Depending on the response expected from the user, the appropriate
message type should be selected.
Example:
Message Type = “Hint”
Message Text = “Please Follow the Date format DD-MON-YYYY”

Builtin:
The action type “Builtin” is used to execute the form and AOL API’s. Depending
on the API type selected, the parameters should be entered.

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Example:
Builtin Type = FND_UTILITIES.OPEN_URL
Argument = http://www.oracle.com

Menu:
The action type “Menu” is used to activate the available special menus on the
Tools menu.
Oracle Applications provide 45 special menus under Tools menu which can be
used by customers based on their requirements.
Select the SPECIAL menu which is not used by the form. Menu label is the
prompt which appears to the users when Tools menu is invoked, block specifies
the blocks for which the special menu should be activated and Icon name is the
.ico file name.
A separator can be created above the activated special menu by selecting the
“Render line before menu” checkbox.
Example:
Menu Entry = SPECIAL4
Menu Label = Additional Order Header Information
Enabled in Blocks(s) = ORDER
Icon Name = Flower.ico

Step – 6:
Context:
Context manages to whom the personalization should apply. This is similar to
the concept of using profile options in Oracle Applications. The various levels are
Site, Responsibility, Industry and User. During runtime, the values provided in
the context are evaluated and personalization rules will be applied. Usage of
context is very vital in implementing the personalization to prevent the
inappropriate users accessing these customizations of the form.
Example:
Context = Responsibility
Value = Order Management Super User

Step by Step Analysis

Requirement: Don’t allow the user to use more than 1 qty in Order line Qty field
during creation of a sales order.
Solution:
Step -1:
Go to the specific form where you need the changes
Here in this case this will be the Sales Orders form and then Line Items tab.
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Then we need to note down the block and field name which is needed in next
steps.
So keep the cursor on the required field and then Go to Help à Diagnostics à
Examine

Note down the Block and Field value.

Step -2:
Help --> Diagnostics --> Custom Code --> Personalize

Step – 3:
Fill the Rule section

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Step – 4:
Fill the Condition section

Step – 5:
Fill the Actions section

Step – 6:
Fill the context As you need.
Save this.
Log out of the application and login again, then in Sales Order line item tab enter
Qty field value as 1 and try to save, you can see the message.

Posted by Pramod Sharma at 12:42 AM

1 comment:
Sridevi K November 6, 2016 at 12:36 AM
Regards
Sridevi Koduru (Senior Oracle Apps Trainer Oracleappstechnical.com)
LinkedIn profile - https://in.linkedin.com/in/sridevi-koduru-9b876a8b
Please Contact for One to One Online Training on Oracle Apps Technical,
Financials, SCM, SQL, PL/SQL, D2K at training@oracleappstechnical.com |
+91 - 9581017828.
Reply

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