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
any help would be great!

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 :(

Similar Messages

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

How to pass the FORM Fields value by Form Personalization

Hi ALL,
I want to pass form filds values in to procedure. I am calling this procedure through form personalization of that form..... But it's not accepting any form field's value there... when i am passing hardcoded vales procedure is executing fine...
can any one suggest what to do???
i tried with these syntax
TEST_EMP_FP(:ADDR.ADDRESS_ID,'ABC')
TEST_EMP_FP(${item.ADDR.ADDRESS_ID.value},'ABC')
Regards
Ravi

Hi,
Iam calling an SRS from forms personlization. Can any body tell me how to pass the Form field values as parameters to the Reports. (Example when they call this Concurrent request from Transact5ions screen, The invoice number should be defaulted in the report parameter).
Regards,,
Anil.

To get code combination in transaction screen -AR

hi all
i am using r12
in AR super user -transactions-in the transactions screen -when it is queried say 10000086 in the field Number
when distributions tab is clicked we get to see a field named GL account eg 701-100001-1000-0101-1220001-000000-0000-0000
when i see record history for Transactions screen it says RA_CUSTOMER_TRX_PARTIAL_V
when i see record history for gl account RA_CUST_TRX_LINE_GL_DIST_V but i don't see the code combinations
how to join RA_CUSTOMER_TRX_PARTIAL_V and RA_CUST_TRX_LINE_GL_DIST_V
i did join with customer_trx_id but it gives more number of rows
kindly guide
thanking in advance

Do you want sql script to find GL Code Combinations for a AR transaction?
If yes, following is the query.
select rcta.trx_number, gcck.concatenated_segments
from ra_customer_trx_all rcta, ra_customer_trx_lines_all rctla, RA_CUST_TRX_LINE_GL_DIST rctlgd, gl_code_combinations_kfv gcck
where rcta.trx_number = '<Give your AR Invoice>'
and rcta.customer_trx_id = rctla.customer_trx_id
and rctla.customer_trx_line_id = rctlgd.customer_trx_line_id
and rctlgd.code_combination_id = gcck.code_combination_id;
If you are looking for something else, please be clear
Regards,
Srini

Unable to populate the default value using form personalization

Hi, I need to default a value in order managemnt for waybill number
shipping -- transaction - delivery - detail --
In Order management
Shipping - Transactions
Source system -- Order management
From Order number - Any ordernumber
say find
I want to default this Detail ( xxxxx) as Way bill
value of :DLVB.DETAIL_LABEL
I have put the following condition on form personalization
Condition tab
Triger event
When new record instance
Trigger object
dlvy_s
Processing mode both
Actions tab
Property
Object type Item
Target Object DLVY_S.WAYBILL
Property name Value
Value
:DLVB.DETAIL_LABEL
but it is not defaulting... Appreciate if any one has idea what is wrong in this.
Edited by: 885022 on Oct 3, 2011 11:31 AM
Edited by: 885022 on Oct 3, 2011 11:33 AM

yes Srini
as we dont have any option via personalization to set the default values ,it can be done through controller extension ,
in processRequest method of extended controllere get the control for that particular field where u want to set the default value and set the value using fieldbean.setValue(pagecontext,value);
in case of any particular case ,please post in the forum
thanx
Pratap

You cannot reconcile a/p invoice transaction with A/P Down Payment request manually

Dear Experts,
One of my client has facing this problem while doing Reconciliation then he is getting the following error.
"you cannot reconcile a/p invoice transaction with A/P Down Payment request manually"
then we found a solution in SAP Forums and applied the same in Test Company Environment, then its working good and also attaching the scenario with screen shot.
Please have a look into the attachment then tell us. Is it a good practice to proceed or is there any solution as simple as this.
One more thing is my client has having more 20000 records to do reconciliation and he is looking for any alternative solution.
So please tell us a Better solution.
We are awaiting for your prompt response.....

Hi,
Please check SAP note:
1340606 - Paid Down Payment Request cannot be reconciled
internally.
Thanks & Regards,
Nagarajan

Crystal form for SO, Invoice, PO, AP

Not sure where I should save the Crystal forms for SO, Invoice, PO, AP invoice ...etc for users to access it to print easily? I will test in my B1 since I did not install Crystal 2008 to client B1 yet.

Hi
I think you should stick to PLD as much as possible . Crystal report is there to create more complex report and support more business report not to eliminate PLD .
My suggestion :
Crystal report should be used most for monthly reports or biweekly reports or weekly
My reasons
1.It is an add on
2. It is not well integrated as PLD .
3. I think user will not like to go outside of the screen and print out AR or AP... and print it .'
They would rather like to print it when they view or add report .
Unless you are using Batch invoice processing , then crystal report might be a better solution
Thank you
Bishal

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.

Form personalization to check whether anything to save

In the Oracle Financials Receivables application Receipts form (ARXRWMAI) there is a Distributions button that launches the receipt distribution screen.
If a user makes changes to the distribution lines and then selects the Cancel button or X to close the form, they do not get any warning that they have data to save
Is there any way using Form Personalizations to enable a message to be displayed asking if the user wants to save and saving data if required ?

The 'WHEN-VALIDATE-RECORD' trigger is available in forms personization.
Is there any way to raise a forms alert and handle the response without having to use custom.pll
Found Note:47233.1 that explains how to perform this in Forms. Checks the :SYSTEM.FORM_STATUS = 'CHANGED' property and then displays an alert and handles the result
In forms personlization I can use the :SYSTEM.FORM_STATUS = 'CHANGED' on a WHEN VALIDATE RECORD trigger but need to know how to save data

Avoid forms personalization/trigger during record update

Hi all,
I am trying to use forms personalization restrict users not to duplicate invoice numbers for a given supplier in Oracle Payables(Oracle Apps
R 12.1.3).
Here are my details,
Trigger Event: WHEN-VALIDATE-RECORD
Trigger Object: INV_SUM_FOLDER
Condition: 0<(SELECT count(*) FROM ap_invoices_all WHERE invoice_num =:INV_SUM_FOLDER.INVOICE_NUM AND vendor_id = :INV_SUM_FOLDER.VENDOR_ID) AND :SYSTEM.RECORD_STATUS='INSERT'
Processing Mode: Not in Enter-Query Mode
Actions:
Type: Message
Message Type: Error
Message Text: Duplicate Invoice Number
This trigger shoud only for new record inserts so, I have used the condition, *:system.record_status = 'INSERT'* but this trigger is still firing during update of existing invoices, say when i wanna change terms for the AP invoice.
I couldnt figure out where the error is, if anyone has any idea, please help.
Thanks.
Edited by: Kwin on Oct 10, 2012 9:12 AM
Edited by: Kwin on Oct 10, 2012 9:21 AM

You can have one more condition like
0<(SELECT count(*) FROM ap_invoices_all WHERE invoice_num =:INV_SUM_FOLDER.INVOICE_NUM AND vendor_id = :INV_SUM_FOLDER.VENDOR_ID) AND :SYSTEM.RECORD_STATUS='INSERT'
AND
:INV_SUM_FOLDER.INVOICE_ID is null
because Invoice Id will be not not null for existing Invocies and for new invoices , it will be null.
Thanks
Pradeep

Forms Personalization for an LOV -- Issue

Dear All,
I want to restrict the Expenditure Types LOV in the Expenditure Entry screen in Projects Module. I am using forms personalization for this.
The restriction is done as per Operating Unit.
The LOV query used by the current system is:
/* Formatted on 2010/02/04 13:01 (Formatter Plus v4.5.2) */
SELECT et.expenditure_type, et.unit_of_measure uom, et.cost_rate_flag,
et.description, et.system_linkage_function system_linkage_function,
et.system_linkage_m
FROM pa_expenditure_types_expend_v et, pa_expenditure_types_desc_v dt
WHERE et.expenditure_type = dt.expenditure_type
AND :exp_items.expenditure_item_date
BETWEEN et.expnd_typ_start_date_active
AND NVL (
et.expnd_typ_end_date_active,
:exp_items.expenditure_item_date
AND :exp_items.expenditure_item_date
BETWEEN et.sys_link_start_date_active
AND NVL (
et.sys_link_end_date_active,
:exp_items.expenditure_item_date
AND ( et.system_linkage_function = :GROUPS.system_linkage_function
OR ( :GROUPS.system_linkage_function = 'ST'
AND et.system_linkage_function = 'OT'
AND ( NVL (
:expenditures.denom_currency_code,
:expenditures.acct_currency_code
) = :expenditures.acct_currency_code
OR ( :expenditures.denom_currency_code !=
:expenditures.acct_currency_code
AND et.cost_rate_flag = 'N'
ORDER BY et.expenditure_type
I am adding a DECODE condition to the above query, to make the following modified query:
/* Formatted on 2010/02/04 13:01 (Formatter Plus v4.5.2) */
SELECT et.expenditure_type, et.unit_of_measure uom, et.cost_rate_flag,
et.description, et.system_linkage_function system_linkage_function,
et.system_linkage_m
FROM pa_expenditure_types_expend_v et, pa_expenditure_types_desc_v dt
WHERE et.expenditure_type = dt.expenditure_type
AND :exp_items.expenditure_item_date
BETWEEN et.expnd_typ_start_date_active
AND NVL (
et.expnd_typ_end_date_active,
:exp_items.expenditure_item_date
AND :exp_items.expenditure_item_date
BETWEEN et.sys_link_start_date_active
AND NVL (
et.sys_link_end_date_active,
:exp_items.expenditure_item_date
AND ( et.system_linkage_function = :GROUPS.system_linkage_function
OR ( :GROUPS.system_linkage_function = 'ST'
AND et.system_linkage_function = 'OT'
AND ( NVL (
:expenditures.denom_currency_code,
:expenditures.acct_currency_code
) = :expenditures.acct_currency_code
OR ( :expenditures.denom_currency_code !=
:expenditures.acct_currency_code
AND et.cost_rate_flag = 'N'
AND DECODE (
(SELECT DISTINCT fdfcuv.application_column_name
FROM hr_operating_units hou,
pa_lookups pl,
fnd_descr_flex_col_usage_vl fdfcuv
WHERE pl.meaning = hou.NAME
AND fdfcuv.end_user_column_name = pl.predefined_flag
AND pl.lookup_type = 'PFC_OU_TO_DIVISION_LOOKUP'
AND hou.NAME = :GROUPS.operating_unit
AND fdfcuv.descriptive_flexfield_name =
'PA_EXPENDITURE_TYPES_DESC_FLEX'),
'ATTRIBUTE1', dt.attribute1,
'ATTRIBUTE2', dt.attribute2,
'ATTRIBUTE3', dt.attribute3,
'ATTRIBUTE4', dt.attribute4
) = 'Y'
ORDER BY et.expenditure_type
The Apply now button in Forms Personalization screen throws up the following error:
FRM-41076: Error populating Group.
followed by...
FRM-41072: Cannot create Group %s
I first query above is also getting accepted with a condition like "AND ROWNUM = 1'
but the 2nd query is throwing errors...
Please Help.

This worked..
Just I don't have to press the Apply Now button.
Just saved and executed it in form perfectly
Thanks !!

FORMS PERSONALIZATION - AR invoices transaction screen

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