Forms Personalization - Limit Ship-To Location

Hi All,
I'm working on trying to make a forms personalization for limiting the Ship-To Location for a Purchase Order Release to be only one location. I'm new to the personalization interface, so I was wondering if someone could give me a push in the right direction on how to get this figured out. If there's a better way to limit that field, that would be very helpful as well. Thanks for any help, and I'll be glad to try and answer any questions you might have.
Alex

Better ask this in the eBusiness Suite forum.

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Oracle Form Personalization - Limit access to HR Lookup Table

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Thanks in advance for your support
Steve

Duplicate post.
Oracle Form Personalization - Limit access to HR Lookup Table
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Form Personalization Seq Limit 1-100

Hi All,
we have a requirement from Business to Display a message (specific to each customer ) when user will select a specific customer on sales order form.
and we need this for many customer, more than 100, while in form personlization, Seq limit is from 1 to 100.
Any idea without code change how to achieve this ?
Regards,
/ Shakeel

Duplicate post -- Form Personlization Limit 1-100

Sales Order Form Personalization based on Blanket Sales Aggrement

Hi,
I want to display client requirement messages based on some conditions after giving customer number,ship to and Bill to locations using FORM PERSONALIZATION.
1. If customer has sales agreement and agreement in ACTIVE status and in that agreement SHIP TO and BILL TO locations are null then
(select hp.party_name
from oe_blanket_headers_all obh,
oe_blanket_headers_ext obhe,
hz_cust_accounts hca,
hz_parties hp
where obh.sold_to_org_id=hca.cust_account_id
and hp.party_id=hca.party_id
and obhe.order_number=obh.order_number
and obh.order_number is not null
and obh.ship_to_org_id is not null
and obh.invoice_to_org_id IS NOT NULL
and sysdate between obhe.START_DATE_ACTIVE and obhe.END_DATE_ACTIVE)
---------------------one message like This customer has agreement---------
2. If customer has sales agreement and agreement in ACTIVE status and in that agreement SHIP TO Location is NOT NULL and BILL TO location is null then
(select hca.account_name
from oe_blanket_headers_all obh,
oe_blanket_headers_ext obhe,
hz_cust_accounts hca,
hz_parties hp
where obh.sold_to_org_id=hca.cust_account_id
and hp.party_id=hca.party_id
and obhe.order_number=obh.order_number
and obh.order_number is not null
AND OBH.ship_to_org_id IS NOT NULL
and sysdate between obhe.START_DATE_ACTIVE and obhe.END_DATE_ACTIVE)
---------------------one message like This customer has agreement at this SHIP TO site---------
3. If customer has sales agreement and agreement in ACTIVE status and in that agreement SHIP TO Location is NOT NULL and BILL TO location is null then
(select hca.account_name
from oe_blanket_headers_all obh,
oe_blanket_headers_ext obhe,
hz_cust_accounts hca,
hz_parties hp
where obh.sold_to_org_id=hca.cust_account_id
and hp.party_id=hca.party_id
and obhe.order_number=obh.order_number
and obh.order_number is not null
AND OBH.invoice_to_org_id IS NOT NULL
and sysdate between obhe.START_DATE_ACTIVE and obhe.END_DATE_ACTIVE)
---------------------one message like This customer has agreement at this BILL TO site---------
only one message should display
Could you Please help me...........

Hello,
This is the standalone Forms forum. For personalization, post your questions on the E-Business Suite forum.
Francois

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

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

Purchase Order: Ship to location problem - Please help

Hi All,
I have come across a problem when publishing Purchase orders where the PO header ship to address differs to a seperate PO line ship to address.
I have written the following Choose statement to try and show separate ship to locations for each separate PO line.
<?for-each:G_LINES?>
<?choose:?>
<?when:number(//G_HEADERS/POH_SHIP_TO_LOCATION) = number(//G_SHIPMENTS/PLL_SHIP_TO_LOCATION)?>
<?POL_LINE_NUM?> <?C_ITEM_DESC?> <?LINE_NOTE?>
<?end when?>
<?otherwise:?>
<?POL_LINE_NUM?> <?C_ITEM_DESC?> <?LINE_NOTE?>
SHIP TO: <?ADDRESS_LINE1?>
<?ADDRESS_LINE2?>
<?end otherwise?>
<?end choose?>
<?end for each?>
my logic is that if the header ship to ID is = to the line items ship to ID then just show some basic PO line info.
Otherwise if the numbers differ then show the individual lines info along with the additional Ship to address which is in ADDRESS_LINE1, ADDRESS_LINE2 etc.
And repeat this condition for how ever many PO lines exist for the overall purchase order.
However, when i publish this the "otherwise" condition never gets checked if the first PO line is TRUE and vis versa if the first PO line is false.
So if the first PO line is true then every single PO line will just show the When condition even if the separate PO lines ship to ID differs to the POH_ship to id.
any idea why the otherwise condition wont fall true for the 2nd 3rd or however many PO lines there are if the first PO line is flagged as true?
I hope this makes sense. Many thanks for any help.
Greg

I have a PO that we are using that has basically the same requirements. If the line address is different (any of them) then the header prints a message to "see below" and the address line contains the shipping information.
The way I have done this was to create a variable and compare to see of any of the lines were different when the header was read. Then check the var when the line is processed. The template is quite long as we have many fields that dynamically display/or not so I will post a truncated version below and also please note that on this form we simply gave up using the Oracle's "fantastic" MSWORD plug-in and had to use pure a XML-FO template. However, I think the portions/logic you need should be transferable into MSWORD if you are careful.
If snipit of code is not enough let me know and I can try to paste the entire thing after my marathon meeting today <ugh!>.
--------start code-----------
<xsl:for-each select=".//G_HEADERS">
<xsl:variable name="SAME_SHIP_TO_ADDRESS_USED" select="count(.//PLL_SHIP_ADDRESS_LINE1[. != current()/POH_SHIP_ADDRESS_LINE1]) = 0" />
...(lots of header stuff goes here)
<xsl:for-each select=".//G_SHIPMENTS">
<xsl:if test="$SAME_SHIP_TO_ADDRESS_USED" xdofo:ctx="3">
<fo:block xdofo:xliff-note="if:shipline, eif, if:shipline, ifCountShip>1, PLL_SHIP_ADDRESS_LINE1" padding-bottom="0.0pt" text-align="start" orphans="2" widows="2" padding-top="0.0pt" end-indent="0.0pt" linefeed-treatment="preserve" start-indent="0.0pt" height="0pt">
<fo:inline height="7.0pt" font-family="Arial" white-space-collapse="false" font-size="7.0pt">Address at top of page</fo:inline>
</fo:block>
</xsl:if>
<xsl:if test="not($SAME_SHIP_TO_ADDRESS_USED)" xdofo:ctx="3">
<fo:block padding-bottom="0.0pt" text-align="start" orphans="2" widows="2" padding-top="0.0pt" end-indent="0.0pt" linefeed-treatment="preserve" start-indent="0.0pt" height="0pt">
<fo:inline height="7.0pt" font-family="Arial" white-space-collapse="false" font-size="7.0pt">
<xsl:value-of select="PLL_SHIP_ADDRESS_LINE1" xdofo:field-name="PLL_SHIP_ADDRESS_LINE1"/>
</fo:inline>
</fo:block>
...(lots more address fields here!)
</xsl:if>
</xsl:for-each>
</xsl:for-each>
------------end code------------
Good luck,
Scott

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,
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Enter sctivities by ship-to location

Is it possible to start entering activities by ship-to location (i.e. store number)? Where would that information go, so that we could sort by it, or locate all activities for that store number/location when required?
Is this possible?

Hi......
There is no numbering of activities differentiated by some criterion. What to do if possible is to establish within the fields of the form a criterion for differentiation between activities, and later through a query, generate report documents for the area.
In the case of search activities, the alternative would be to insert a formatted search in the field number, so that the user runs the search formatted and only see the associated activities based on the criteria indicated above.
Best regards,

Restrict Form Personalization only to selected Responsiblity.

Hi All,
Greetings.
I want to restrict form personalization to only selected responsibilities.
For example in Oracle Account Payables, we have Invoice Workbench form.
This form is available in say 5 different responsibilities, Now we want to restrict the form personalization on this form to 2 out 5 responsibilities.
Is there any way to achieve this? Currently the personalization 'Level' is 'Function'.
We are on R12.1.3
Regards,
Sachin

Hi Sachin,
Yes it is possible. Enable the personalization on responsbility level which is located in "Condition" tab, hopefully this will achieve your need.
Please refer link:
http://www.scribd.com/doc/44636553/Oracle-Forms-Personalization-Basicsove
(See page 10 of the above link to know the exact location)
Regards,

Forms Personalization using DB function

Hi,
In Shipping transaction form If the shipping quantity is more than ATR quantity then I have to show a message box.
I created a DB function using inv_quantity_tree_pub.query_quantities API to get ATR quantity. for this function item number and organization code is the two in parameters and it returns ATR quantity.
I used this function in forms personalization.
Trigger Event - WHEN-VALIDATE-RECORD
Trigger Object - DVLB
Condition - :DLVB.SHIPPED_QUANTITY<= ATR_QTY(:DLVB.ITEM_NAME,:DLVB.ORGANIZATION_CODE)
Processing Mode - Both
Level - Responsibility
Message - Shipping quantity is more than ATR quantity.
I created the above but it is not showing any message or error. I don't know what I missed.
Thanks in advace for your help.

922627 wrote:
Hi,
In Shipping transaction form If the shipping quantity is more than ATR quantity then I have to show a message box.
I created a DB function using inv_quantity_tree_pub.query_quantities API to get ATR quantity. for this function item number and organization code is the two in parameters and it returns ATR quantity.
I used this function in forms personalization.
Trigger Event - WHEN-VALIDATE-RECORD
Trigger Object - DVLB
Condition - :DLVB.SHIPPED_QUANTITY<= ATR_QTY(:DLVB.ITEM_NAME,:DLVB.ORGANIZATION_CODE)
Processing Mode - Both
Level - Responsibility
Message - Shipping quantity is more than ATR quantity.
I created the above but it is not showing any message or error. I don't know what I missed.
Thanks in advace for your help.Please see if these docs help.
How To Use Custom PL/SQL API In Forms Personalization? [ID 456407.1]
OM: Sample Codes For Form Personalization In Order Management [ID 1266606.1]
Thanks,
Hussein

Issue in form personalization from Sales Order Header form

Hi ,
I am trying to call an pl/sql procedure in which i am invoking API to apply holds.
I am able to succesfully see the hold applied when i run it from SLQ Developer.
from Form personalization , i m doing the below
10 Invoke API to Apply Line Level Price Hold if Customer Credit Limit is greater than Sum of all the order total of that customer
Condition :
Trigger Event: WHEN-VALIDATE-RECORD
Tigger Object :LINE
Condition ::SYSTEM.FORM_STATUS = 'CHANGED' AND
xcbpc_om_apply_line_hld.xcbpc_cust_credit_check(:LINE.SOLD_TO_ORG_ID,:ORDER.TRANSACTIONAL_CURR_CODE) = 1
Actions:
5 Built in Built in Type: Execute a Procedure
='declare
v_field_value VARCHAR2(200) ;
begin
XCBPC_OM_APPLY_LINE_HLD.XCBPC_CALL_HOLD_API
('''||${item.LINE.HEADER_ID.value} ||''','''||
${item.LINE.LINE_ID.value} ||''','''||${item.LINE.ORG_ID.value}||''');
end'
10 Messgae Show
Customer Credit Limit is Exceeded.Hence Hold is applied
The Api is getting called from form( i can see through debug messages) but i am unable to see the hold on the form.
Can any one help me out on this?
Thanks,
Seshu

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Form personalization for a read only responsibility for a custom form

Hi,
I have a read only responsibility. My requirement is to make a custom form updatable through this responsibility but wth a condition that only the specific custom form should be updatable and rest all other form accessed through read only responsibility be read only. How can i achieve this using form personalization?
Pls give me detailed steps if possible.
Thanks

I tried override Query Only values through Forms Personalization but it did not work for me. With a bit of determination I might have been able to work around it but no luck on that front.
You can do it this way, although it's a bit cumbersome:
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Getting Error "Token in strings could not be evaluated" in form personalization.
The syntax used is -
='BEGIN
CREATE_URL_COLL('''||${item.IEXPYPRS_CC.CC_TYPE_DSP.value}||''');
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Please suggest where I am going wrong.
Thanks and Regards,
Dibyanshu

Andreas.
='BEGIN
CREATE_URL_COLL('''||${item.IEXPYPRS_CC.CC_TYPE_DSP.value}||''');
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because i tried to use that something like this
BEGIN
CREATE_URL_COLL('''||${item.IEXPYPRS_CC.CC_TYPE_DSP.value}||''');
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Assign a value to a global variable - form personalization

Hi All,
We have a requirement in which we want to display a message depending upon the out parameter of the procedure in form personalization.
We are using 'Builtin' with the buitin type 'Execute a Procedure'.
And the argument passed is :
*='declare
l_request_id Number;
l_out_come VARCHAR2(10);
begin
apps.xx_sr_email_pkg1.xx_sr_email_p1
('''||${GLOBAL.XX_CUST_ACCOUNT_ID.VALUE}||''',
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'''||${GLOBAL.XX_EMAIL_TYPE.VALUE}||''',l_request_id);
:GLOBAL.XX_REQUEST_ID := l_request_id;
end'*
But its not assigning the value of l_request_id to the gloabal variable XX_REQUEST_ID.
Can you please help?
Thanks

I don't have a solution but a work around.
What if you create a function that accepts the same in parameters and returns the message.
And then you create an action of the type message and in the message you call the function such as
= select xx_sr_email_pkg1.sr_email_f1 .... from dual
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Forms Personalization - Limit Ship-To Location

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