MODULE: Oracle Shipping Execution PURPOSE Contains the list of documents containing Sample Codes and General document

related to Form Personalization in Order Management. This Master Note would help in bringing all such notes together to a single location so that customers can easily go through these notes and decide upon the action to be considered even before raising a new Service Request. SCOPE This document is informational and intended for any user to find all the relevant documents of Form Personalization DETAILS General Documents Document 420518.1 - Limitations of Forms Personalization In the release 11.5.10, Oracle has provided a simple and easy feature to implement the customer specific requirements without modifying the underlying forms code or CUSTOM library. Although CUSTOM library still can be used for forms customization to implement the complex business logic, the personalization feature provided in the latest release is easy, faster and requires minimum development effort. Sample Code

General
Document 744069.1 - Sample Testcase For Using Form Personalization In Oracle Applications This note provides examples of using Form personalization to enhance the functioning of Oracle Application forms so that customers can meet their business needs.

Regarding LOV
Document 862066.1 How to Use Forms Personalization to Restrict Values in Customer Number LOV in Sales Order Form OEXOEORD The goal is to meet the requirement to restrict/limit the values in the Customer Number field LOV (List of Values) in the sales order form using Forms Personalizations. Document 763410.1 Cannot Replace Record Group With Form Personalization How does one replace an existing vanilla record group in OEXOEORD via form personalization? Document 974417.1 CHANGE A RECORD GROUP USING A FORM PERSONALIZATION The form personalization for ordered_item_lov will not work as in our code we are dynamically assigning the record group based on certain parameter like order_category_code, item_identifier_type etc. So any

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

personalization done will be overwritten by our code . Document 1075298.1 HOW TO VALIDATE SHIP METHOD IN THE SHIP CONFIRM WINDOW LOV Users are selecting Shipping Methods that are not valid for the ship from org, and this is preventing a customization from populating order line Trading Partner DFF fields correctly. The result is that order lines get stuck at flow status code Shipped. Document 853692.1 Restrict Lov Order Type Is Not Working In Quick Sales Order Entry Form When attempting to restrict order type LOV using forms personalization in the Quick Sales Order form (OEXOETEL), the following error occurs: FRM-41075: Error deleting group Document 779913.1 How Can One Limit The List Of "Order Types" Being Displayed In The Order Form LOV? Than can work through forms personalization if you use WHEN-NEW-ITEM-INSTANCE as your triggering event, and ORDER.ORDER_TYPE as the triggering object. Also suggest you look at the seeded logic of how the order type LOV is set by examining the procedure Order_Type in file OEXOEHDR.pld, event WHEN-NEW-ITEM-INSTANCE.

Fields To Be Made Mandatory

Document 730446.1 Cannot Set Line.Preferred_grade To Required. Get FRM-41019 Error. Find customer is trying to make the Preferred Grade on a sales order line a required field. Document 362402.1 How to Require SubInventory Field on Sales Order Form Via Forms Personalization How does one use the Forms Personalization functionality to make the SUBINVENTORY field REQUIRED based on a given ORDER TYPE? Document 749466.1 FORM PERSONALIZATION IN OEXOEORD DOES NOT WORK CORRECTLY Customer needs to make the "Price List","Payment terms","Warehouse","Freight terms" fields mandatory in the OEXOEORD window. Document 754736.1 Why Can't Customer Make Customer_Job Field Mandatory Via The Forms Personalization? Why Can't Customer Make Customer_Job Field Mandatory Via The Forms Personalization? Document 418333.1 How to Require Ship-To for RMA Using Forms Personalization When-new-item-instance is not a suggested trigger event for handling this. If user removes the value and doesn't navigate back to the field, the field won't be mandated. The preferred trigger event to handle this would be when-validate-record. For the when-validate-record trigger event, in addition to setting the field as required in actions, the second action should be to call the bulletin raise_form_trigger failure. Document 821042.1 How do I make Serial Number Mandatory in Shipping Transactions form using Forms Personalization? How do I make Serial Number Mandatory in Shipping Transactions form using Forms Personalization? Document 731663.1 How To Make The Return DFF Field Mandatory For Any RMA How to ensure that the Return DFF is made mandatory when user is trying to enter an RMA. This is to make sure that all RMAs are created as referenced RMAs.

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

Restrict Users
Document 1072300.1 How do you Restrict a User from Changing the Actual Departure Date at the Time of Ship Confirm to a Past Date? The only way to restrict a user from changing the actual departure date to a past date at the time of ship confirm is to use forms personalization. Please see the following steps and screen shots on the values you would need to enter in order to achieve this functionality. Document 760458.1 How do I restrict e-Business Suite Form fields to numeric-only characters? How is it possible to restrict e-Business Suite Oracle Form fields (eg. Phone Contact) to numeric-only characters?

Validate
Document 1073070.1 Orders Will Not Book with Forms Personalization - Order Is Not Eligible For Booking Set up Forms Personalization for Project field (Sales Order form, Help > Diagnostics > Custom Code > Personalize). Then attempt to book orders, the following error occurs: Order is not eligible for booking. Check workflow status for this order. Document 732054.1 How To Use Form Personalization To Change Color Of A Value How does one use Form Personalization to change color at the sales order form from the default of black to red? Document 740622.1 The Columns Of The Form "Sales Orders" Of The Window "Customer" Has Changed The columns for the Customer LOV in the sales order form have changed. It is not the same arrangement than before. Document 795645.1 Restrict Two duplicate_PO_Number On Sales Order Form. Form Personlization We have scenario that (Cust_po_no) at header level should be unique for given order type. But in our case, the application took/allowed same cust_po_number for two different orders of the same order type to be created at two different dates. Document 1286716.1 Restrict The number of Characters of the Customer PO Number Field How to restrict the number of characters of Customer PO field to 15 MAX?

Item
Document 1249645.1 How Can We Create a Personization on the Shipping Transactions Form to Prevent Ship Confirming Without a Shipping Method? How can we define a personalization on the Shipping Transactions form which will not allow our users to ship confirm a delivery without specifying a shipping method? Document 740538.1 HOW DOES ONE PREVENT ORDER LINE SAVED W/O ENTERING ORDERED QUANTITY? How does one allow entering and saving a line for an item without an Ordered Quantity also entered? Currently, one can save the line record with only an Item entered, and without an Ordered Quantity entered. We need to have the Ordered Quantity required in order to save the sales order line within a ship set. Document 796670.1 Can One Disable Specific CUSTOMERS From Placing Orders But Enable RMAs Only? Is there a way to disable specific CUSTOMERS from placing any orders but enable that specific customer

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP

so that the users can create RMA orders only? Document 1199634.1 Triggers On The Lines Tabl In Order Entry Screen Are Firing Twice Find in Order Entry screen , when the user navigates to the Lines Tab , the triggers when_new_block_instance and when_new_record_instance are firing twice, as a result the alert on the lines shows the message twice and it is annoying for the users. Document 437019.1 Unit Selling Price Not To Be Updated By Form Personalization How does one restrict updating the Unit price on the sales order line by using form personalisation? Document 1241886.1 Is it possible to mask/hide the Unit Selling Price field in the Quick Sales Order Form Is it possible to mask the value of the Unit Selling Price on the Quick Sales Order form ? Document 793823.1 How To 'Hide' Lines For Specific Item Types Using Form Personalization Orders with many lines are difficult to check/validate when certain items are not 'needed'.

Others
Document 1123733.1 How to use Forms Personalization for Bill To Check Box in Add Customer Form On Sales Orders Form How can customer perform personalization on the add customer form inside Sales Order Form in Order Management so that Bill To check box will be unchecked? Document 859704.1 How To Sort Records in Shipping Transactions Form By Sales Order Line Number To be able to sort the records in the shipping transaction form so they appear in the same order as they are in the sales order form (Numerically). Note: By default the records in shipping transactions form sort by the delivery detail id. Document 942055.1 Cannot Pass Parameter Through Personalized Menu On Sales Order form the block name is ORDER, but on Order Organizer the block name is ORDERS_SUMMARY.r Consultative Issues Document 743866.1 Forms Personalization - How to Make the Bill To Flag Set to No on Add Customer Form OEXOENIL How do we use Form Personalizations on the Add Customer form to make the Bill To Flag set to No Initially? Document 421277.1 Personalizing Sales Order Entry Form Make Users Tab Through Fields After you personalized the Sales Order form to make the payment terms at the header and line level nonenterable fields, the users must tab through the form and is unable to activate a field by clicking in the field. Document 975633.1 FORM DISAPPEARS AFTER THE CUSTOM MESSAGE IS ACKNOWLEDGED Find Form Personalization (Payments) window did not show up when try to add a personalized message

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP