Oracle EBS R12 Sales order personalization

1. 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'

2. 4. Under Conditions tab > Trigger Event = 'WHEN-NEW-BLOCK-INSTANCE', and
Trigger 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 would
only need completed once at the responsibility level. Otherwise this setup step would be required
for each user.
7. Click to Actions tab and define following actions -

3. 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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4. 2- How To Limit User To View/Query Orders For Certain Order Type
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'
4. Under Conditions tab > Trigger Event = 'WHEN-NEW-BLOCK-INSTANCE', and
Trigger 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 would
only need completed once at the responsibility level. Otherwise this setup step would be required
for 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'

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

6. 3- Limit The List Of "Order Types" Being Displayed In The Sales Order
Form LOV
This can be done through forms personalization
Target : 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

8. 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'
Condition
===========
Trigger Event = WHEN-NEW-ITEM-INSTANCE
Trigger Object = ORDER.ORDER_TYPE
Processing Mode = Not in Enter-Query Mode
Responsibility = SH Order Management Super User

9. Actions
Seq. Type Language Builtin type Argument Group Name
1 Builtin All Create Record Group
from Query
SELECT 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

10. Save the changes.
Close the Sales Order form and re-open it. Now test it.
TestScenario
Done ‫هلل‬ ‫الحمد‬