How to restrict Sales Order LOV in Transact Move Orders

Question

Hello
We would like to restrict LOV in the Transact Move Orders screen to only those orders that were created in that specific Operating Unit. Also, we would like to control the LOV for Release Rules to a specific OU.
I believe the LOVs for both these screens pull from MTL_SALES_ORDERS. Therefore, I guess we would need to create a Value Set of type Table, value will be SEGMENT1 (Sales Orders) but unsure about the where condition.
Any help would be appreciated.
Sanjib

Answer 1

Sanjib
Release Rules: Why don't you use the SRS version if pick releasing rather than the screen. Ofcourse you lose some flexibility to enter order number and customer information. If screen is a must you can take the LOV from the existing form and create a new record group in the new form instance trigger. Add this peice to the lov sql to control the pick release rules result:
(select 1 from org_organization_definitions cust_org
where org.organization_id=cust_org.organization_id
and operating_unit=FND_PROFILE.VALUE('ORG_ID'))
This org is mtl_parmeters table used in LOV.
2. Transact Move Orders: Instead of changing the LOV and playing with the Sales Order Flexfield, you can use the inventory organization security to control who can do a transaction. This will not change the LOV but definitely will control the access to the records after you have queried. As you know this is inventory or warehouse function not the OE function.
You can try one idea though:
Segment2 is order_type which is OU specific. You can create value set that picks the LOV from the order types table for a specific OU, assign that to the segment2 and create a security rule. This rule will have include and exclude rules. You include all the Order types that are in a specific OU and assign that rule to the resp of that OU where move order is transacted. This will limit the LOV of the order types to only those that are availble for that resp. I have not tried this but give it a shot.
Thanks
Nagamohan