Copying Sales Order Form Settings

Hi,
How can i copy the Sales Order Form Settings from one user ot another? Everytime i create a new user code, the form settings are not arranged as same as i set from the customized form settings. Is there any query or solutions that i can use to prevent to this issue?
Thanks and Regards,
vin

<<Copied from http://www.sbonotes.com/content/how-copy-one-screen-layout-another-user>>
Edited by: Matt on May 10, 2010 9:27 AM

Similar Messages

Form Personalization is not working for copied Sales Orders

Hi All,
We have a requirement in Sales Order form, if the order type is "Standard" then Ship method field should be mandatory.
We were able to do this using below form personalization, it is working for new order creation.
When we did the below testing it is not working
Inactivated the ship method and try to copy the order with Standard type the field remains mandatory and null but still it is allowing to book the Sales Order.
Please help to sort out this issue, let me know if it is not clear
Condition
Trigger Event : WHEN-NEW-ITEM-INSTANCE
Trigger Object: ORDER.SOLD_TO
Condition:
(:ORDER.ORDER_TYPE not like '%STANDARD%')
Action
Type : Property
Object Type : Item
Target Object : ORDER.SHIPPING_METHOD
Property Name: REQUIRED
Value: True
Thanks,
CSK

Hi CSK,
try it in well validate item trigger.
If that order type is list then you may disable the field in WHEN LIST CHANGED trigger itself.
Hope it will work,
Regards,
Soofi

Copy Sales Order Plant in Header to all items

HI,
can anyone tell me how to copy sales order header plant down to all items. I looked in sales order maintain settings and can't config here. Thanks in advance for your assistance.
Stacey

These were the first things I checked when the issue started happening and have not found the source of the issue, all of the orders I checked.
1º  Customer Material Information (Info-Record) (sold-to/material)
2º  Customer Master Data > Ship to Party
3º  Material Master Data
the issue is that the rush orders are intermittenly incomplete for some items missing plant.
They have had different ship to's, sold to's and different materials on each order that has had the issue. I have checked each one that is incomplete and it has the plant in the material master, the plant has been in the customer material info record, and the customer master data ship to party as well as in the material master mrp data itself.
I have not been able to consistently see a reason that this should occur so for a short term solution I wanted to use a user exit, set config or something to populate the plant in all incoming rush orders so they wont be incomplete. The rush orders come in and ship the same day, they can't wait for someone to check the incomplete orders and manually populate the plant in the item on the order.
thank you for your help and explanations, but do you know where I can add this to user exit or something to fix short term always have the same plant in all items on this order type?
Stacey

Using PDF form as a sales order form on Android device

Hi,
I'm working on a digital sales order form solution, and found Adobe Reader for Android looking to be usefull. However I'm stuck with some questions and hoping to find answers here on the forums.
I don't have a lot of experience with creating PDF's, but I do have sufficient experience with Javascript, so I managed to create form that does some calculations. Everything looks and works alright, but for it to work in the field there are some showstoppers.
The form I've created has 2 signature fields
Here are my issues. Please keep in mind that the user (sales representive) is filling in the form on an Samsung Galaxy Note.
After the form is signed, the user can still make changes to the form. Is there a way to disable this?
The signature default uses very thick lines. How can I force this to 1px default?
The last used signature is stored. How can I disable this? (Customers don't want their signature to be stored, as the sales rep could use that to sign other forms as wel..)
Adobe reader overwrite the original file upon closing. Is there a way to force a 'save as' screen?
Adobe reader allows a user to make comments and write free hand. I'd like to disable this.
(I've tried Document Restrictions, but this ruins the document by removing every form field.. )
I've read something about Adobe LiveCycle server. Could that help me achieve wat I'm looking for?
I hope someone can help me out and explain some of this

Check out http://www.pdfemail.net/
With PDFEmail.net, you can submit XML, FDF, XFDF, XDP data formats or PDF format.
PDFEmail.net can merge the Data (XML) submission with a blank form using ASP.net, and attaches it to an e-mail message and sends it through SMTP, without client side e-mail software such as OUTLOOK.
PDFEmail.net is installed on a workstation, and generates scripts and libraries you "UPLOAD" to your ASP.net webserver. There is no server-side installation, and zero programming knowledge is required. PDFEmail.net creates the scripts for you, and you just point your submit button action to the URL of the script.
PDFEmail.net uses iTextSharp technologies, and includes 1 year of free technical support.
For more information visit http://www.pdfemail.net/

Item should not duplicate in sales order form in line tab ..

Hi All,
Not very sure this is the right forum for this if not please tell me the correct forum to post this.
We have a requirement(11.5.9) which we have to achieve it using custom.pll, as I am very much new to use it need help on this.
In Sales Order form once we enter in Lines Information TAB,
For example we will enter Item 'ABCD' at Line 1.1 then again at Line 2.1 if I try to enter the same item 'ABCD' it should pop up a message saying "Item Already Entered" once we press Tab on Ordered Item Field.
If we enter a different Item it should take as usual.
I will appreciate if some body posts the code for the same which we can do it using CUSTOM.pll
Thanks in Advance
Devender

If you are in the WHEN-VALIDATE-ITEM trigger, you cannot navigate back through the list of already entered records (especially if record you are in is not complete). It does delay the validation, but duplicate checks are typically done by querying the database on both WHEN-VALIDATE-ITEM and PRE-INSERT/PRE-UPDATE triggers. This means when entering a new Sales Order, you won't be warned that Line 2 has the same item as Line 1 until you save, but there are no navigation required to avoid issues such as trying to leave the current record before it is valid.

Unable to Query item number in Sales order form

Hi Gurus,
After selecting customer name in the sales order form, i am trying query the part number but application is hangs.
Can you please let me know is it problem with DBA or technical?
Recently we uploaded (migrated ) part numbers to oracle..
Please advise.
thanks
AK

Hi AK,
check this link
*PERFORMANCE: ITEM LOV TAKING TOO MUCH TIME ON SALES ORDER FORM IN 12.1.1 [ID 1066964.1]*
Thanks
-Arif.

Getting FRM-40105 in the sales order form when applying sales credits

Hi,
i'm trying to apply sales credits at the line level.
1.I get FRM-40105 unable to resolve reference to item SALES_CREDITS while trying to save the data in the sales credits window of the sales order form-OEXOEORD(this happens only if i say save and proceed).
2.If i simply say 'ok' in the sales credits window the data entered in the salesrep field and quota and percentage gets saved but the data i entered in the 'ADDITIONAL SALES CREDIT INFORMATION' flexfield
doesn't get saved.If i query the order number and if i go back to the sales credits window i'm not able to see the data i entered in the flexfield popup.
Any idea of why this is happening so? we are in vision 11.5.5.
Regards,
Nithya

Hi All,
Does any1 have any suggestion for my question...
Thanks,
Lp

Sales Order Form

So, I have basically tried to take a paper form we have and convert into a fillable form, but I have a few questions.
1.) Someone on here had a marvelous, MARVEOUS form that had a button that just basically added a new row for each item, rather than limiting it to a specific number (7 on my sheet) is there an adobe script way of going about that -- or was that just a propietary thing to that form? (I've attached the file)
2.) I have a password activate lock/unlock button that is used to lock the form prior to sending it as an un-editable attachment in e-mail, so the order processor can't accidently open it and change the values. The mousedown command hides the buttons. I was wondering if there was a way to just have the form lock/unlock without a password prompt -- just actually do it upon clicking?
3.) Is there a way to put a space between values that pop up in a js box? For instance, when a user tries to print a form without filling out required fields, there is a box that will get the number of required fields and the list them -- but they are kinda jumbled. I'd like to space them out
4.) Is there a way to actively change the name of the file based upon the data in a particular field? For instance, the name of the form is "Rhode Island Showroom - Sales Order Form", but when a value is placed in the name field -- the form is changed to whatever is in that field.
5.) Is there a way to render some fields non-taxable or taxable. For instance, if we are shipping an item to a zipcode where we have a store, we have to charge sales tax for that zipcode. If we are shipping to zipcode without a store, we don't charge tax. If they buy something from our store to take out with them, we charge state sales tax, but the rest of their items will be exempt if they are shipped to a non-store location zipcode...etc. Basically, a checkbox or a radiobutton that will prevent/allow taxability of a field.
I think that's everything! I would definitely appreciate feedback, criticism, suggestions or ways to trim-down on script!
Thanks!
I have attached a link to the super-awesome sales form and my form as well.
http://dl.dropbox.com/u/37155721/TCB%20Sales%20Sheet%20Final%20Beta.pdf
http://dl.dropbox.com/u/37155721/Lock%20All%20Fields_Purchase%20Order.pdf

For #1, that's a form created in LiveCycle Designer, which comes with the Windows version of Acrobat Pro. XFA forms can be set up to be dynamic, which allows additional lines to be added.
For #2, if you don't want to bother with the password, the code can be reduced to just:
var f = getField("secure.Date");
var readonly = !f.readonly;
getField("secure").readonly = readonly;
For #3, you could change the line of code to:
//tool tip is the field's 'userName' property;
var tt = " " + f.userName;
Although it would be better to rewrite the routine that you're using to provide a better output. If I were doing this, I'd put each field on a different line.
For #4, no, unless you create a folder-level JavaScript routine that saves the document with a file name based on data in the form. You would have to create a button on the form that when clicked executes the code to save the file. This means that each user would have to manually install the JavaScript file in the correct locationon their machine.
For #5, yes, but to you want to control individual items or the total order?

Order type Personalization Problem in Standard Sales Order Form

Hi All,
We have a problem in personalization of Sales order form.Here we are trying to personalize three field based on order type
Scenario 1:_
_Nav-->Oredr Management Super User-->Orders,returns-->Sales Orders-->order type-->standard_
In this type if we are navigating to lines it should ask the following fields as mandatory
(Nav-->Oredr Management Super User-->Orders,returns-->Sales Orders-->others form)
1.Shipping Method
2.Freight Terms
3.Shipment priority
Scenario 2:_
_Nav-->Oredr Management Super User-->Orders,returns-->Sales Orders-->order type-->Bill only & Internal & RMA_
then it should navigate to line items without asking those three mandatory fields.
For that we did the following Personalization through Help-->Diagnostics-->Custom Code-->Personalize
Level--> Form level
Enabled-->Yes
Condition_
Trigger Event: When-Validate-Record
Trigger Object: Order
Condition : +(:ORDER.ORDER_TYPE not like '%INTERNAL') and (:ORDER.ORDER_TYPE not like '%BILL%') and (:ORDER.ORDER_TYPE not like '%RMA')+
Processing mode : both
level:site
Actions_
seq:10
type:property
description:Make field mandatory
language:all
enabled:yes
object type:item
target object :ORDER.SHIPPING_METHOD
property name:REQUIRED
value:TRUE
Problem+_
The problem we are facing is when we first select the ordar type as Bill only or Internal or RMA it is working as expected. But first if we are select the order type as standard then we navigiting to lines it is not allowing us without entering those three mandatory fields as expected. Hence the problem is without closing the form we changed the order type as Bill only now also those fields remains as mandatory this is issue .
So hope the problem is clear to you all and we have to move this in production on tomorrow.
If somone helps to resolve this ASAP we would thankful to you.
Thanks in advance
Regards,
CSK

Hi Sandeep,
Thanks for your quick response.
you might not have getting the our problem sorry. let me explain you clearly
If the ordre type is standard the following fields should be mandatory without those fields it should not navigate to line items_
1.Shipping Method
2.Freight Terms
3.Shipment priority
If the ordar type as Bill only or Internal or RMA_
1.Shipping Method
2.Freight Terms
3.Shipment priority
non mandatory should navigate to line items
for that we did three personalization for those three fields as in the previous post
but the problem is
when we first select the ordar type as Bill only or Internal or RMA it is working as expected the fiel sare non mandatory the without closing the form if we select order type as standard then if i try to navigate lines it is not allowing me without entering the three fields. But incase first we are select the order type as standard then we navigiting to lines it is not allowing us without entering those three mandatory fields as expected. Hence the problem is without closing the form now we changed the order type as Bill only or internal or RMA now also those fields remains as mandatory this is issue .
hope now the problem is clear to you .
Thanks in advance
Regards,
CSK

Field value disappeared when saved in Quick Sales Order form

HI,
We have developed a custom form which is similar to the Find Customer Search form in Quick Sales Order form (Navigate to Tools --> Find Customer).
The custom form searches Customer and populates the selected customer details in Quick Sales Order form (populating the values in Quick Sales Order form is handled in Custom.pll).
When we select Bill to or Ship to Contact in the Quick Sales Order form and save the Order, the Bill to and Ship to Contacts are disappeared (If the Bill to and Ship to Sites are not Primary).
Can anyone please help me on this...
Thanks.

Check if 'Audit Trail' is setup in OM Parameters for the OU.
Also check if "Processing Constraints" are setup correctly.
For Qty reduction we need to add a new row called "delete".
Thanks
-Arif.

In Sales Order form populate charges field after saving the Sales Order

Can we populate Charges field in Sales Order form after saving the sales Order automatically.
The charges to be calculated based on the amount entered and the item selected in Sales Order.
In the Manual process it is done by hitting the Actions Button and then select the Charges.
The charge type would be "Freight Costs"

by using process_order API, I am able to update the charges field.

OM: Disable auto refresh check box in Quick Sales Order Form

hi,everyone
In screen [Quick Sales Order Form],
we want to let the auto refresh check box always be checked and can not be updated with Form personalize.
I didn't find the item in this form,
and i konw that there is a value which defined in the Profile : [OM: Quick Sales Order Form: Auto Refresh](ONT_QUICK_OE_AUTO_REFRESH).
Can anyone give me some suggestions?
thx for ur help.

hi,Pradeep
Thanks for your reply.
Actualy,the profile "OM: Quick Sales Order Form: Auto Refresh" has been setted into 'Line' firstly as we want to auto-refresh order lines.
So the 'auto refesh' checkbox is checked with default value in the screen,
but the order line would not be auto-refreshed when user uncheck the checkbox manually.
So we want to disable or invisible the 'auto refesh' item in the screen with form personalize,
the problem is i can not find the item or the block in the form.
Or is there any suggestions to archive this?
Can you please help me?
Thanks,
Leno
Edited by: Leno Sun on 2013/05/07 19:35

Sales order form issues

Hi,
Sales order form takes lots of time to get closed on r12.0.4 vison instance why?
Regards

Hi,
Can you reproduce the issue on some other instance (same release)?
Was this working properly before? If yes, any changes have been done recently?
Try to generate the form via adadmin, and run the "Gather Statistics" concurrent program and see if this helps.
Also, enable trace and generate the tkprof file, this may help in getting details about the issue -- (Note: 296559.1 - FAQ: Common Tracing Techniques within the Oracle Applications 11i/R12).
The following documents may be applicable, go through it and see if it helps.
Note: 845014.1 - Saving Of Sales Order Reservation Too Slow With Lots
Note: 739486.1 - Performance Issue When Querying Sales Order From Sales Order Form
Regards,
Hussein

Problem binding a matrix in the Sales Order Form

Hi everybody!
I am working in an Add-On. What I do is modify the sales order form in runtime. I catch the event when the form is loading and then I add a new folder with some fields and a matrix.
I've got a matrix in this form with the employees that participate in an order and when I go through all the orders by using the next and previous record buttons I have to rebind it to show the participants in a specific order. The code for the event is the following:
        If (pVal.ItemUID = "57") And pVal.Before_Action = False And pVal.EventType = et_ITEM_PRESSED Then
            BindParticipantGrid
            BubbleEvent = False
        End If
After bind the grid, BO shows a System message indicating that the form has been changed and asking me if I want to save the changes to the order. Looks like, whenever the bind function finds rows to add to the matrix it changes the mode of the form by adding rows to the matrix. How can I prevent that when I'm in view mode?
This is the code for the binding function
Sub BindParticipantGrid()
    Dim myForm As SAPbouiCOM.Form
    Dim oMatrix As SAPbouiCOM.Matrix
    Dim rs As sapbobsCOM.Recordset
    Dim strSQL, OrdreNr As String
    Dim oText As SAPbouiCOM.EditText
    Set myForm = SBOApplication.Forms.GetFormByTypeAndCount(139, 1)
    Set oText = myForm.Items("8").Specific
    If oText.Value <> "" Then
        OrdreNr = oText.Value
    Else
        OrdreNr = "0"
    End If
    Set oMatrix = myForm.Items("matrix").Specific
    oMatrix.Clear
    Set rs = myCompany.GetBusinessObject(sapbobsCOM.BoObjectTypes.BoRecordset)
    strSQL = "SELECT [@HL_PART].Code as Code, [@HL_PART].U_DocNum as DocNum, [@HL_PART].U_EmpId as EmpId, [@HL_PART].U_EmpName as EmpName, [@HL_PART].U_Message as Message, [@HL_PART].U_MessRead as MessRead, [@HL_PART].U_MainPart as MainPart, [@HL_PART].U_StartDt as StartDt, [@HL_PART].U_StartHr as StartHr, [@HL_PART].U_FinishDt as FinishDt, [@HL_PART].U_FinishHr as FinishHr, [@HL_PART].U_Finished as Finished FROM [@HL_PART] WHERE [@HL_PART].U_DocNum = " & OrdreNr
    rs.DoQuery strSQL
    While Not rs.EOF
        myForm.DataSources.UserDataSources.Item("EmpId").Value = rs.fields("EmpId").Value
        myForm.DataSources.UserDataSources.Item("EmpName").Value = rs.fields("EmpName").Value
        myForm.DataSources.UserDataSources.Item("Message").Value = rs.fields("Message").Value
        myForm.DataSources.UserDataSources.Item("MessRead").Value = rs.fields("MessRead").Value
        myForm.DataSources.UserDataSources.Item("MainPart").Value = rs.fields("MainPart").Value
        myForm.DataSources.UserDataSources.Item("StartDt").Value = rs.fields("StartDt").Value
        myForm.DataSources.UserDataSources.Item("StartHr").Value = rs.fields("StartHr").Value
        myForm.DataSources.UserDataSources.Item("FinishDt").Value = rs.fields("FinishDt").Value
        myForm.DataSources.UserDataSources.Item("FinishHr").Value = rs.fields("FinishHr").Value
        myForm.DataSources.UserDataSources.Item("Finished").Value = rs.fields("Finished").Value
        oMatrix.AddRow
        rs.MoveNext
    Wend
    oMatrix.SelectionMode = ms_Auto
End Sub
I will apreciate all king of help
Thanks in advance.

You have a property of the form which allows you to change the mode
myForm.Mode = fm_ADD_MODE
myForm.Mode = fm_EDIT_MODE
myForm.Mode = fm_VIEWMODE_MODE
You may change it after you modify you matrix data to fm_VIEWMODE_MODE and I guess you won't have the system question again.
Sebastien

Change in an LOV query of Sales Order Form not working

Hi,
I wish to change the the Order Type (in the Sales Header) displayed in the Sales Order Form when viewed from a particular Responsibility.(11i Instance)
To be specific only certain order types should be displayed in the LOV when the User tries to create Order from that Responsibility.
In that process I created an FP with Action --> Builtin -->Create Record Group From Query
Then in Property-->Object Type-->LOV and Target Object -->ORDER_TYPE Value-->Name of my Query Group
I downloaded the Sales Order Form and modified the Query of the Group keeping the columns selected and the view used same and added in the Group I created.
But it didn't work out.
I tried out by changing my Target Object to SRV_ORDER_TYPE and its corresponding query from the Oracle Form.
But still it didn't work.
Please tell me where I'm going wrong.
Am I not choosing the correct target record group LOV?

Hi Robert,
I have successfully accessed a matrix using Visual Basic .Net. It has been quite a challenge while I was at it.
One important thing to understand is that (unless you access the datasource) in order to access a particular control in a matrix object, this control needs to be visible and enabled. It is like simulating a user accessing the matrix via GUI... if a control is not enabled, you cannot access it (as said via control). That might explain question 1.
Short sample on matrix handling is here:
http://www.itwiki.net/ow.asp?SboHowToReadFromAndWriteIntoMatrix
<b>Q2 - Cell count:</b>
I have personally never used the Cells count method. It should always return the number of rows. My only guess here is that you are using an old reference on the matrix object in which the rows are not there yet.
Dim oMatrix As SAPbouiCOM.Matrix
Dim oColumn As SAPbouiCOM.Column
Dim oEditText as SAPbouiCOM.EditText
oMatrix=YourSboForm.Items.Item(38).Specific
oColumn=oMatrix.columns.item(strColumnname).specific
oEditText=oColumn.items.Item(1).specific
Msgbox(oEditText.String)
The above code should get you the first cell of the first row of the given matrix.
HTH Lutz Morrien
P.S.: If you need any more sample code, check with the SAP matrix sample or send me a mail (adress see Http://www.itwiki.net)

Copying Sales Order Form Settings

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