oracle ebs r12 sales order personalization

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Sales Order Personalization 1- Limit Users To Only Be Able To View/Query A Certain Salesperson Or Sales Order Creator Purpose : Restrict Sales Person From Find Sales Order Owned by Another Sales Person Perform the following forms Personalization on Sales Order Form 1. Login to Oracle Apps with the specified user name and password 2. Navigate to OM Responsibility > Sales Order form 3. Click Help > Diagnostics > Custom code > Click on the last selection: 'Personalize'

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Page 1: Oracle EBS R12 Sales order personalization

Sales Order Personalization1- Limit Users To Only Be Able To View/Query A Certain Salesperson Or Sales Order Creator Purpose : Restrict Sales Person From Find Sales Order Owned by Another Sales Person

Perform the following forms Personalization on Sales Order Form

1. Login to Oracle Apps with the specified user name and password2. Navigate to OM Responsibility > Sales Order form3. Click Help > Diagnostics > Custom code > Click on the last selection: 'Personalize'

Page 2: Oracle EBS R12 Sales order personalization

4. Under Conditions tab > Trigger Event = 'WHEN-NEW-BLOCK-INSTANCE', andTrigger object = 'ORDER'6. Set the Context level to User and Value to 

--Note: to simplify setup required, you can choose to set the condition context to responsibility.This would allow you to assign a group of users to a responsibility, then the setup above wouldonly need completed once at the responsibility level. Otherwise this setup step would be requiredfor each user.

7. Click to Actions tab and define following actions -

Page 3: Oracle EBS R12 Sales order personalization

Seq. Type Language Object Type Target Object

Property Name Value

1 Property

All Block ORDER DEFAULT_WHERE SALESREP_ID =(SELECT TO_CHAR (rep.SALESREP_ID) FROM JTF_RS_SALESREPS rep, JTF_RS_DEFRESOURCES_V u WHERE 1 = 1 AND rep.RESOURCE_ID = u.RESOURCE_ID AND USER_ID = fnd_global.user_id AND rep.ORG_ID = fnd_global.org_id)OR CREATED_BY=(SELECT TO_CHAR (u.USER_ID) FROM JTF_RS_SALESREPS rep, JTF_RS_DEFRESOURCES_V u WHERE 1 = 1 AND rep.RESOURCE_ID = u.RESOURCE_ID AND USER_ID = fnd_global.user_id AND rep.ORG_ID = fnd_global.org_id);

8.Save the changes.9.Close the Sales Order form and re-open it. Now test it.

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Page 4: Oracle EBS R12 Sales order personalization

2- How To Limit User To View/Query Orders For Certain Order TypePerform the following forms Personalization on Sales Order Form

1. Login to Oracle Apps with the specified user name and password2. Navigate to OM Responsibility > Sales Order form3. Click Help > Diagnostics > Custom code > Click on the last selection: 'Personalize'4. Under Conditions tab > Trigger Event = 'WHEN-NEW-BLOCK-INSTANCE', andTrigger object = 'ORDER'6. Set the Context level to User and Value to 

--Note: to simplify setup required, you can choose to set the condition context to responsibility.This would allow you to assign a group of users to a responsibility, then the setup above wouldonly need completed once at the responsibility level. Otherwise this setup step would be requiredfor each user.7. Click to Actions tab and define following actions -

Seq. Type Language Object Type Target Object

Property Name Value

1 Property

All Block ORDER DEFAULT_WHERE order_type = Sh Local'

Page 5: Oracle EBS R12 Sales order personalization

8.Save the changes.9.Close the Sales Order form and re-open it. Now test it.

Page 6: Oracle EBS R12 Sales order personalization

3- Limit The List Of "Order Types" Being Displayed In The Sales Order Form LOV

This can be done through forms personalizationTarget : Limit Order Type LOV To (Sh Local , SH Drop Ship)Before personalization

You Must Get Transaction type ID For Tow Sales Order Type You Won't Restrict LOV To Them

Page 7: Oracle EBS R12 Sales order personalization
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1. Login to Oracle Apps with the specified user name and password2. Navigate to OM Responsibility > Sales Order form3. Click Help > Diagnostics > Custom code > Click on the last selection: 'Personalize'

Condition===========Trigger Event = WHEN-NEW-ITEM-INSTANCETrigger Object = ORDER.ORDER_TYPEProcessing Mode = Not in Enter-Query ModeResponsibility = SH Order Management Super User

Page 9: Oracle EBS R12 Sales order personalization

ActionsSeq. Type Language Builtin type Argument Group Name1 Builtin All Create Record Group

from QuerySELECT order_type_id, name, description FROM oe_order_types_v WHERE 1 = 1 AND order_type_id IN (4183, 4221)

XX_ORDER_TYPE

Seq. Type Language Object Type Target Object

Property Name Value

2 Property

All LOV Order_Type GROUP_NAME XX_ORDER_TYPE

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Save the changes.Close the Sales Order form and re-open it. Now test it.Test Scenario

Done لله الحمد