Change the label of Reference field from Reference to Test

Click Personalize "Simple Search" link

Click the pencil icon.

Change the Promt from Reference to Test

Click Apply

Customer Form: How to Hide Tab(s) From Customers Web Page Using Personalization (Doc ID To
1264746.1) Bottom

In this Document
 Symptoms

Changes

Cause

Solution

References

APPLIES TO:

Oracle Trading Community - Version 12 and later

Oracle Receivables - Version 12.1.2 and later
Oracle Customers Online - Version 12 and later
Information in this document applies to any platform.
ARXCUDCI

SYMPTOMS

How do you hide or gray out some tab(s) on the Customers form like Profile and Profile
Amounts tabs at Site level in release 12 ?

In the Customer Standard form of release 11i, there are 12 functions that control what tab pages
are available to the user:

Customers: Address Banks

AR_ARXCUDCI_ADDR_BANK
Assign banks to addresses

Customers: Address Contacts

AR_ARXCUDCI_ADDR_CONT
Enter contact names, contacts telephone numbers and contact roles

Customers: Address Payment Methods

AR_ARXCUDCI_ADDR_PAYMETH
Assign payment methods to addresses

Customers: Address Profile

AR_ARXCUDCI_ADDR_PROF
Assign and maintain customer site profiles

Customers: Address Telephones

AR_ARXCUDCI_ADDR_PHONE
Enter address telephone numbers

Customers: Banks
AR_ARXCUDCI_CUST_BANK
Assign banks to customers

Customers: Contacts
AR_ARXCUDCI_CUST_CONT
Enter contact names, contacts telephone numbers and contact roles

Customers: Marketing
AR_ARXCUDCI_CUST_MKT
Enter marketing information

Customers: Payment Methods

AR_ARXCUDCI_CUST_PAYMETH
Assign Payment Methods to customers

Customers: Profile
AR_ARXCUDCI_CUST_PROF
Assign and maintain customer profiles

Customers: Relationships
AR_ARXCUDCI_CUST_REL
Create and view customer relationships

Customers: Telephones
AR_ARXCUDCI_CUST_PHONE
Enter customer telephone numbers

But same is not working in Release 12 when the same functions were excluded under
Responsibilities under Menu Exclusion.

CHANGES

CAUSE
In R12, Customer Standard form of 11i has been redesigned using a different technology (OA
framework) and had some new tabs introduced in it. Customer Form Profile Exclusion functions
won't work in Release 12.

The following new functions are added to implement the same in R12 :

Functions

FUNCTION_NAME USER_FUNCTION_NAME
--------------------- ------------------------------------------
AR_FS_CUST_ACCOUNTS Customer Overview: Accounts (FS)
AR_FS_CUST_PROFILE Customer Overview: Profile (FS)
AR_FS_CUST_COMMUNI Customer Overview: Communication (FS)
AR_FS_CUST_PARTYREL Customer Overview: Party Relationships (FS)
AR_FS_CUST_TAXPROF Customer Overview: Tax Profile (FS)
AR_FS_ACCT_SITES Account Overview: Sites (FS)
AR_FS_ACCT_PROFILE Account Overview: Profile (FS)
AR_FS_ACCT_PROFAMT Account Overview: Profile Amounts (FS)
AR_FS_ACCT_PAYMENTS Account Overview: Payment Details (FS)
AR_FS_ACCT_COMMUNI Account Overview: Communication (FS)
AR_FS_ACCT_REL Account Overview: Relationships (FS)
AR_FS_ACCT_OM Account Overview: Order Management (FS)
AR_FS_ACCT_LATECHRG Account Overview: Late Charges (FS)
AR_FS_SITE_DETAILS Account Site Overview: Site Details (FS)
AR_FS_SITE_BIZPUR Account Site Overview: Business Purposes (FS)
AR_FS_SITE_COMMUNI Account Site Overview: Communication (FS)
AR_FS_SITE_PAYMENTS Account Site Overview: Payment Details (FS)
AR_FS_SITE_PROFILE Account Site Overview: Profile (FS)
AR_FS_SITE_PROFAMT Account Site Overview: Profile Amounts (FS)
AR_FS_SITE_TAXPROF Account Site Overview: Tax Profile (FS)
AR_FS_SITE_LATECHRG Account Site Overview: Late Charges (FS)

Menu = AR_FS_CUSTOMERS
User Menu name = Customers Function Security Menu

Root Menu
AR_CUSTOMERS_GUI

This functionality is an enhancement request and is currently not available.

SOLUTION

Following is a workaround to achieve the same using Personalization.

1. Enable Profile "Personalize Self-Service Defn" = Yes so that Personalize link will get enabled on
 web pages.
Also the profile 'Disable Self-Service Personal' should be No for Personalization to work.

2. Our goal is to Hide Profile and Profile Amounts tabs at Site level at Customers level for a given
Responsibility as shown below :
(NAV Customers --> Customers )

3. Query any Customer in Customers form

Query an Account and then Site
Click on Personalize Page at top right side as shown below :
4. In next page called 'Personalize Page Hierarchy' , under Personalization Structure
Simple View
Click Expand All
Search for “Sub Tabs”
You will find as Sub Tabs
- Link: Sites Details
- Link: Business Purposes
- Link: Communication
- Link: Payment Details
- Link: Profile
- Link: Profile Amounts
- Link: Late Charges

Now click on Personalize ICON in front of "Link: Profile "

Set Rendered = false at Responsibility Level.
Apply

Similarly set Rendered = false at Responsibility Level for Link: Profile Amounts

Apply
 You will notice that Yes word disappear in Front of tabs for which Rendered is False as seen
below :

5. Now you query you Customers Site, you will notice that the two tabs are not visible (not
displayed) as seen below