AP Invoice Distribution - Form Personalization

Hi all,
In AP Invoice Distribution form, I have a requirement to change one of the the segment in account i.e 100.00000.10001.0000.000.0000.0000.0000 which has the CCID as 6007 based on some conditions.
I have done personalization to change the segment in account i.e 100.99991.10001.0000.000.0000.0000.0000 in which the CCID remains the same as 6007 where as for this account combination CCID is 19001.
Please help me if anyone has come across this type of requirement.
Regards,
Khan.

This has nothing to do with forms itself, ask your question in an eBusiness-related forum.

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AP Invoice Distribution Form - Changing the segment2 using personalization

Hi all,
In AP Invoice Distribution form, I have a requirement to change one of the the segment in account i.e 100.00000.10001.0000.000.0000.0000.0000 which has the CCID as 6007 based on some conditions.
I have done personalization to change the segment in account i.e 100.99991.10001.0000.000.0000.0000.0000 in which the CCID remains the same as 6007 where as for this account combination CCID is 19001.
Please help me if anyone has come across this type of requirement.
Regards,
Khan.

Hi Khan
You are further than me! I can't work oput how to create a personalisation on the Distribution screen as the invoice screen defaults into the personalise name at the top and is greyed out so I'm not sure how you got far. Can you help?
thnaks for anything you are able to provide to point me in the right direction.
Beth

Defaulting Segment Values at Invoice Distribution using personalization

Hi,
My requirement is to default segment3 and segment4 values at invoice distribution gl account for manual invoices. Defualt values will be captured at DFF in user creation form.
Can any one suggest how to proceed or whether this is possible through form personalization, if so please post in breif how to acheive this.
Thanks,
Kumar.

Hi Khan
You are further than me! I can't work oput how to create a personalisation on the Distribution screen as the invoice screen defaults into the personalise name at the top and is greyed out so I'm not sure how you got far. Can you help?
thnaks for anything you are able to provide to point me in the right direction.
Beth

FORMS PERSONALIZATION - AR invoices transaction screen

hi all
i am trying to stop users entering more than 5 rows in an invoice via forms personalization so far i have the following:
trigger event: WHEN NEW ITEM INSTANCT
Trigger object: TLIN_LINES.LINE_NUMBER
condition: :TLIN_LINES.LINE_NUMBER > 5
Action of Message with an error
this fires but still saves the line to the transaction
also looking to make it so people cannot enter a negative amount in the line but i imagine if we can figure out the top problem i will be able to sort out the next using similar items
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hi octavio!
have tried that and it fires the event. only problem is if i enter a line 6 i can only clear it i cant delete it as it just keeps erroring ( is that a word? :) ) so this might be ok for new invoices but not ok if there are any legacy invoices that have more than 5 linesit means you cant delete the rows about 5
hmmm :(

AP invoice distributions not displaying

hey we have a situaion where invoice distribution form is supposed to show 3 invoice distributions lines ,but there is only 1 distribution line is displaying in the form.
However invoice header shows the total amount of the distributions lines.
Checked from back end in the table ap_invoice_distributions_all,even the table shows 3 distribution lines
Any inputs

I think you are viewing the accounting distribution with the responsibility which has some Security rule defined. Please check the security rules and the responsibilities assigned.
Thanks,
Ravi

Invoice distributions not displaying

hey we have a situaion where invoice distribution form is supposed to show 3 invoice distributions lines ,but there is only 1 distribution line is displaying in the form.
However invoice header shows the total amount of the distributions lines.
Checked from back end in the table ap_invoice_distributions_all,even the table shows 3 distribution lines
Any inputs

Hi
Please check and let me know if any Folders are enabled in Invoice Distributions Form.
Check and confirm whether the given Account Code Combination is same or different.
Regards
Nakul.V

Please I Need Forms Personalization Help Reg AP invoice entry

Hi All,
I am new to form personalization,
my client wants do a form personalization for ap invoice entry form ,in that i need to check duplicate invoices and put those invoices into hold
I got a API which puts invoices in hold : ap_holds_pkg.insert_single_hold
and i have done a procedure with that API ,the procedure contains the conditions like checking the duplication and API
which i defined above
My doubts are what is the trigger event i have to take
is there any apps initialization required in a procedure
Thanks
SABR

This forum is for general Oracle Forms questions. Forms Personalization is a feature of the Oracle Enterprise Business Suite (EBS). Please post your question in the General EBS Discussion forum. If you have a general Forms question, by all means, ask it here! ;-)
Craig...

AP Invoice Form Personalization

Hello all,
I have a doubt in AP Invoice Form Personalization. I am using R12.1.3
How to prevent update of Liability account during invoice entry... Please give me the step for Personalization.
Thanks and Regards,
Muthu
Edited by: Muthu on Jul 2, 2012 4:27 PM

Hi Octopus,
Thank you for your help.
This is the first time doing form personalization. I am a Functional consultant.
So I couldn't understand the below fields. Please help me on fill that. (Block the Liability Account code while enter invoice in Header level).
Trigger Event: WHEN-NEW-RECORD-INSTANCE
Trigger Object:
Processing Mode:
In Action TAB
Seq: 1
Type: Property
Object Type: Item
Target Object: INV_SUM_FOLDER.LIABILITY_ACCOUNT
Property Name: PROMPT_TEXT
Value:
I don't know which I filled is correct.
Please help to clear my doubt.
Thanks and Regards,
Muthu
Edited by: Muthu on Jul 2, 2012 4:28 PM

AP Invoices form personalization

Hello
My client would like to personalize the Invoice form. When you log in with AP User > Invoices > Invoice Entry > Invoices and click on the new button, the following is currently happening when you tab over each field:
The Invoice_Date field is mandatory and defaults to sysdate if tabbed over. Client wants field mandatory but does not want field to default to sysdate. so if you tab over the Invoice Date field it should not be populated with a value automatically. It should only be populated with a value once the user enters a value in the field. And currently there is no form personalization active that would make the Invoice_Date default to sysdate. So I can only assume it is done in the standard oracle form. Now I do not want to go play in the standard form. I would much rather prefer to do a form personalization.
The Invoice_Num field is mandatory and defaults to sysdate if tabbed over. Client wants field mandatory but does not want it to default to sysdate when tabbed over. The field should only be populated once user enters a value into the field. Yes I know this seems strange that the invoice_num field can default to sysdate but it does happen.
any ideas?

Hello.
Here are the Form Personalizations you need to create:
For Invoice Date
Condition
Trigger Event->WHEN-NEW-ITEM-INSTANCE
Trigger Object->INV_SUM_FOLDER.INVOICE_NUM
Action
Object Type->Item
Target Object->INV_SUM_FOLDER.INVOICE_DATE
Property NAme->VALUE
Value->=SELECT null FROM dual
For Invoice Num
Condition
Trigger Event->WHEN-NEW-ITEM-INSTANCE
Trigger Object->INV_SUM_FOLDER.INVOICE_CURRENCY_CODE
Action
Object Type->Item
Target Object->INV_SUM_FOLDER.INVOICE_NUM
Property NAme->VALUE
Value->=SELECT null FROM dual
Let me know if it worked.
Octavio

How to displlay multiple Invoice Numbers through Form Personalization?

Dear All,
In Ap invoice form if I query one Invoice and click new menu which is created by me, then it shows Invoice Number as a popup. It's done through Form Personalization. But If we Query 5 Invoices and select all by press and hold the control button and select each and every Invoice and then click our menu, that time I need All 5 Invoice Numbers in Popup. So how Can I do this?
Currently It is showing only one Invoice which currently cursor is there.
So I need all Invoice Numbers in Popup. So plz give suggestions....

Pl see if the steps in MOS Doc 856139.1 ((Pics) How To Create Personalized Views For All Users In Professional Buyer Work Center) can help.
HTH
Srini

AP Form Personalization

Hi all,
I have a requirement to do the AP invoice form personalization. The requirement is:
When user enter description in AP Invoice Line and choose the Distribution Set. As normal, when click the Distribution button, distribution will generate according to the selected distribution set. For example, 4 lines of distribution line was created without any description.
Now, user want the distribution lines description should be default by the line description and can be modified manually. How to handle it?
B. Rgds,
Sunny

Post ur query in functional thread, choose accordingly from the link below,
http://forums.oracle.com/forums/category.jspa?categoryID=3

R12 - APXINWKB form personalization

Hi all,
I have a requirement that automatically copy values from Line Description to distribution line description. I am using form personalization and the following is my setting:
Condition:
Trigger Event: WHEN-VALIDATE-RECORD
Trigger Object: D_SUM_FOLDER
Processing Mode: Not in Enter-Query Mode
Action:
Object Type: Item
Target Object : D_SUM_FOLDER.DESCRIPTION
Property Name: VALUE
Value: =(package which return the required description)
After the invoice is entered, click on the Distribution Lines button. All the distribution line description are displayed correctly. Then, I save the changes.
Here is my problem:
The Decision dialog will then be display when I want to exit the distribution window. System will prompt the user to:
Please commit or clear your changes before continuing.
Save, Discard or Cancel button
Where I can setting it right or is I am missing something?
B. Rgds,
Sunny Yip

Hi,
From the description of the setup of personalization, the behavior seems to be intended.
From what I understand, you are copying value of "Description" from one reference block to other "target object" block.Once the value is changed for a form field, the forms techstack will dirty the record and hence the message to save/discard the changes.
Once you save the data for distribution lines, the "When Validate Record" is firing again and making the record status dirty again.
Alternative may be to move the code to "When new record instance" based on your functional requirement.
You can, as well, use the action of -- "Built-in" -> "DO_KEY" -> "COMMIT_FORM" to commit the data, though I don't think it will be a good idea to commit the data in "When-validate-record".
Thanks,
Pankaj

PO form personalization at level to prompt user to pass the project

Hi guys,
I have a requirement to personalize the purchase order form
Form Personalization at the “Form” level.
Trigger Event as “WHEN-VALIDATE-RECORD”
Set Trigger Object as “PO_DISTRIBUTIONS”
Set Condition as
:PO_DISTRIBUTIONS.PROJECT is null and xxgdc_project_validation_pkg.is_expense_type_account(:PO_DISTRIBUTIONS.CODE_COMBINATION_ID) = 'Y' and xxgdc_project_validation_pkg.is_cost_center_project_reqd (:PO_DISTRIBUTIONS.CODE_COMBINATION_ID) = 'Y'
Set Action as Message of Type “Error”
Set Message as
= SELECT fnd_message.get_string('XXGDC','XXGDC_PROJECT_REQUIRED') FROM dual.
The above personalization is working at distribution level.
But when moved the same logic to line level its is not working. Could any of the guys help me

You also try with following setting with same condition .
Event : WHEN-VALIDATE-RECORD
Object : PO_LINES

Voucher Number with Forms Personalization

I am trying to use forms personalization to accomplish the following:
We've enabled vouchering in Payables and now each invoice, when saved, is assigned a voucher number. (INV_SUM_FOLDER.VOUCHER_NUM_DISPLAY).
When you click the attachments icon, we want to voucher number to auto-populate the
FILE_NAME_DISPLAY field when CATEGORY_DESCRIPTION = Supplier Invoice. We have a trigger in place that takes the FILE_NAME_DISPLAY and adds the location path and .pdf. So if voucher number is 110, the trigger adds I:\Invoices\110.pdf. This file will exist as the invoice will be scanned to this directory and given the name as the voucher number.
We want the FILE_NAME_DISPLAY to = VOUCHER_NUM_DISPLAYED when a specific Category of an attachment is selected.

You should look at writing a d/b trigger or a periodically fired custom code that create an attachment manually.
You will find many instances of this code on the net.
Here is an example to get started
http://garethroberts.blogspot.com/2007/08/document-attachments-private-stuff.html
Hope this helps,
Sandeep Gandhi

FOrm Personalization(PO form)

Hi,
in the PO form,when the match approval level is 3-way,i need to set the invoice match option to Receipt and when the match approval level is 2-way,i need to set the invoice match option to PO using form personalization.
can anyone help with this?
thanks,
JA
Message was edited by:
user581846

Hi,
I don't think i understand u r problem at all. The whole point of purchase options, is to set up some default values. How do you change the match approval for individual records??
Regards,
Utsav.

AP Invoice Distribution - Form Personalization

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