oracle preparation document.doc
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Oracle Preparation Document.docTRANSCRIPT
Contents
Forms Devp, Personalization & Customizations.......................................4
Form Components.............................................................................................4
New Form Development with Sub Functions in Oracle Apps...............................4
For Other Personalizations.................................................................................4
Using Message Directory in Form Personalization..............................................4
Adding DFF fields in Custom Form....................................................................11
Personalization of Form...................................................................................27
Customization of Form.....................................................................................27
Form Devp Process..........................................................................................27
http://garethroberts.blogspot.sg/
Forms Devp, Personalization & Customizations
Form Components
http://docs.oracle.com/cd/E18727_01/doc.121/e12900/T458979T458985.htm#I_ox2Doverfl
New Form Development with Sub Functions in Oracle Apps
http://erpschools.com/articles/sub-functions-in-oracle-application#13468329075222&87002::resize_frame|61-693
Query_Find Form http://erpschools.com/articles/query_find-form-in-oracle-apps#13486518137831&30880::resize_frame|61-693
For Other Personalizations
http://oraclemaniac.com/category/tech-stack/personalization-tech-stack/forms-personalization/
Using Message Directory in Form Personalization
http://oraclemaniac.com/category/tech-stack/personalization-tech-stack/forms-personalization/
Using Message dictionary in Forms Personalization
I have discussed using Message Dictionary in PL/SQL in a previous article. It allows a lot of flexibility in
churning out log messages or in the output. It also allows the administrator to change the message
later on without the need of modifying source code.
As a follow up to the previous article I have demonstrated below the usage of the Message Dictionary
in Forms personalization.
Demonstration
Responsibility: Application Developer
Navigation: Application > Messages
Create new message
Name: XX_TEST
Current Text Message: This is a test message for &USER_NAME
Save and close form.
Generate the message
Responsibility: Application Developer
Click on View > Requests in the menu to execute a concurrent program. Select Generate Messages
program.
Enter the parameters as shown and submit the program.
When the program completes check the program log.
01 +---------------------------------------------------------------------------+
02 Application Object Library: Version : 11.5.0
03
04 Copyright (c) 1979, 1999, Oracle Corporation. All rights reserved.
05
06 FNDMDGEN module: Generate Messages
07 +---------------------------------------------------------------------------+
08
09 Current system time is 14-MAY-2012 16:57:53
10
11 +---------------------------------------------------------------------------+
12
13 Writing file /d03/appltest/testappl/XXCUST/11.5.0/mesg/US187494.tmp
14Moving file /d03/appltest/testappl/XXCUST/11.5.0/mesg/US.msb to /d03/appltest/testappl/XXCUST/11.5.0/mesg/US187494.old.
15Moving file /d03/appltest/testappl/XXCUST/11.5.0/mesg/US187494.tmp to /d03/appltest/testappl/XXCUST/11.5.0/mesg/US.msb.
16 Processed a total of 209 messages
17 +---------------------------------------------------------------------------+
18 Start of log messages from FND_FILE
19 +---------------------------------------------------------------------------+
20 +---------------------------------------------------------------------------+
21 End of log messages from FND_FILE
22 +---------------------------------------------------------------------------+
23
24 +---------------------------------------------------------------------------+
25 Executing request completion options...
26
27 +------------- 1) PRINT -------------+
28
29 Printing output file.
30 Request ID : 19187494
31 Number of copies : 0
32 Printer : noprint
33
34 +--------------------------------------+
35
36 Finished executing request completion options.
37
38 +---------------------------------------------------------------------------+
39 Concurrent request completed successfully
40 Current system time is 14-MAY-2012 16:57:53
41
42 +---------------------------------------------------------------------------+
Let’s personalize the PO form to display the message
Go to Purchasing Form in Purchasing responsibility.
Click on Help > Diagnostics > Custom Code > Personalize
Create a new Personalization
Click on Actions
Sequence 10
Type: Builtin
Description: Retrieve the msg
Builtin Type: Execute a procedure
Argument: FND_MESSAGE.SET_NAME(‘XXCUST’, ‘XX_TEST’)
Sequence 20
Type: Builtin
Description: Set the USER token
Builtin Type: Execute a Procedure
Argument: fnd_message.set_token (‘USER_NAME’, fnd_profile.value(‘USERNAME’))
Sequence 30
Type: Builtin
Description: Set the ORG token
Builtin Type: Execute a Procedure
Argument: fnd_message.set_token (‘ORG_ID’, fnd_profile.value(‘ORG_ID’))
Sequence 40
Type: Message
Description: Display the msg
Message Type: Show
Message Text: =FND_MESSAGE.GET
Save and close the form. Close the PO form as well.
Test it. Open the PO form.
Now the message is displayed on screen from the message dictionary. The message can be altered
from the Message form without having to change the personalization any more.
You can display messages from the message dictionary in Oracle Apps forms as well. Check the other
article.
Adding DFF fields in Custom Form
http://oraclemaniac.com/2012/08/15/how-to-add-a-descriptive-flexfield-dff-in-a-custom-oracle-apps-form/
How to add a Descriptive Flexfield (DFF) in a custom Oracle Apps form
In a previous article we have discussed how a custom DFF is registered in Oracle Apps. In this article I
have demonstrated the process to add the DFF to a custom form.
Step 1: Create the custom table
We have created a custom table with the following script,
01 CREATE TABLE xx_supplier_blacklist ( blacklist_id NUMBER NOT NULL PRIMARY KEY,
02 supp_number VARCHAR2(30),
03 supp_name VARCHAR2(240),
04 address VARCHAR2(1000),
05 LOCATION VARCHAR2(2),
06 supp_lob VARCHAR2(240),
07 blklist_flag VARCHAR2(3),
08 reason_blklist VARCHAR2(240),
09 reason_details VARCHAR2(1000),
10 date_blklist DATE,
11 date_remove DATE,
12 reason_blk_remove VARCHAR2(240),
13 detail_reason_remove VARCHAR2(1000),
14 linkage VARCHAR2(3) ,
15 attribute_category VARCHAR2(150),
16 attribute1 VARCHAR2(240),
17 attribute2 VARCHAR2(240),
18 attribute3 VARCHAR2(240),
19 attribute4 VARCHAR2(240),
20 attribute5 VARCHAR2(240)
21 )
22 /
We will use the attribute columns as our DFF segments
Step 2: Register the custom table
We need to register the custom table in Oracle since we need to add the attributes,
attribute1..attribute5 as DFF.
You can refer to this article for registering the table. Once the table is registered you can check it on
the front end.
Step 3: Register the DFF
You will find the registration steps in this article
The registered DFF will be this,
Segments
Click on Segments
Step 4: Configure Forms Builder
Forms builder has to be configured for developing Oracle Apps forms. You can find the steps in
this article.
Step 5: Develop the custom form for Oracle Apps
You can follow the steps to develop a custom for Oracle Apps in this article.
We have created a new block named, XX_SUPPLIER_BLACKLIST. Add a new field in the block for the
DFF.
We have named the field, DFF.
The important properties to be set are,
Subclass Information: TEXT_ITEM_DESC_FLEX
Required: No
Canvas: <Set the name of the Canvas manually since the item was created manually>
Database Item: No
Insert Allowed: Yes
Update Allowed: Yes
List of Values: ENABLE_LIST_LAMP
Validate From List: No
Notice the DFF text item on the canvas.
Now create a procedure in the form as given below,
01 PROCEDURE xx_supplier_blacklist_dff (event VARCHAR2)
02 IS
03 BEGIN
04 IF (event = 'WHEN-NEW-FORM-INSTANCE')
05 THEN
06 fnd_descr_flex.define (BLOCK => 'XX_SUPPLIER_BLACKLIST', -- Name of the DFF
07 FIELD => 'DFF',
08 appl_short_name => 'CUSTOM',
09 desc_flex_name => 'BLACKLIST_FLEX'
10 );
11 ELSE
12 NULL;
13 END IF;
14 END;
Now we need to add the call to this function when the form is initiated. Therefore we need to call the
procedure from WHEN-NEW-FORM-INSTANCE. Open the WHEN-NEW-FORM-INSTANCE trigger.
Add the following line to call the inbuilt procedure,
1 xx_supplier_blacklist_dff ('WHEN-NEW-FORM-INSTANCE');
Finally we need to raise the event to call the DFF when the DFF field is clicked on. This will ensure that
the DFF segments will be displayed.
Create a trigger, WHEN-NEW-ITEM-INSTANCE, on the block item named, DFF, and add the following
line,1 FND_FLEX.EVENT('WHEN-NEW-ITEM-INSTANCE');
Save the form and compile it on the server.
Note:
Oracle apps provides the API named, FND_FLEX, for Descriptive flexfield events. You can to write all
the block level triggers to have consistent normal behaviour of the descriptive flexfield.
WHEN-VALIDATE-ITEM: FND_FLEX.EVENT(‘WHEN-VALIDATE-ITEM ‘);
PRE-QUERY: FND_FLEX.EVENT(‘PRE-QUERY’);
POST-QUERY: FND_FLEX.EVENT(‘POST-QUERY’);
WHEN-VALIDATE-ITEM: FND_FLEX.EVENT(‘WHEN-VALIDATE-RECORD’);
WHEN-NEW-ITEM-INSTANCE: FND_FLEX.EVENT(‘WHEN-NEW-ITEM-INSTANCE’);
PRE-INSERT: FND_FLEX.EVENT(‘PRE-INSERT’);
PRE-UPDATE: FND_FLEX.EVENT(‘PRE-UPDATE’);
You will find a new procedure in the Program Units section
The code in the procedure is,
PROCEDURE xx_supplier_blacklist_dff (event VARCHAR2)
IS
BEGIN
IF (event = ‘WHEN-NEW-FORM-INSTANCE’)
THEN
fnd_descr_flex.define (BLOCK => ‘XX_SUPPLIER_BLACKLIST’, — Name of the DFF
FIELD => ‘DFF’, — Field name
appl_short_name => ‘XXCUST’, — Custom Applications
desc_flex_name => ‘BLACKLIST_FLEX’
);
ELSE
NULL;
END IF;
END;
This procedure has been generated by Oracle for invoking the flex field window and its functionality.
Step 6: Register the form
Now we need to register the form in Oracle Applications
Responsibility: Application Developer
Navigation: Application > Form
Enter the form details
Form: XX_SUPPLIER_BLACKLIST
Application: Custom Applications
User Form Name: Supplier Blacklist form
Description: Supplier Blacklist form
Register the form function
Navigation: Application > Function
Description Tab
Enter the following:
Function: XX_SUPPLIER_BLACKLIST
User Function Name: Supplier Blacklist Func
Description: Supplier Blacklist function
Properties Tab
Type: Form
Form Tab
Form: Supplier Blacklist form
Save and close the form. Now the form is registered.
Step 7: Attach the form function to a menu/responsibility
After the form and the form functions are created we need to attach the form function to a menu that
is attached to a responsibility. Once this is done the form will be accessible to us from that
responsibility and other responsibilities which use that menu.
We would like to access the form from the responsibility named, IN AP Manager (HO). Let us open
the responsibility form.
Responsibility: System Administrator
Navigation: Security > Responsibility > Define
Query for responsibility, IN AP Manager (HO).
Note the Menu name. It is AP_NAVIGATE_GUI12.
Navigate to Application > Menu.
Query for User Menu Name = AP_NAVIGATE_GUI12.
Scroll down to the bottom of the lines and add a line.
Enter,
Seq: 55
Prompt: Blacklist
Function: Supplier Blacklist Func
Description: Supplier Blacklist Function
Save and close the form. You will get a popup message saying that the menu us being recompiled.
Now the form function is attached to the menu and will be accessible to us from the responsibility.
Test the form
Log in to Oracle and go to the responsibility, IN AP Manager (HO) as we had attached the form to
the menu of this responsibility (Step 7).
Note the function, Blacklist, at the bottom of the navigation menu. Click on this function.
The form opens up. Now click on the DFF field on the bottom right.
Now the DFF form has also opened. Let us enter some values in the form as shown below.
Save the form. Query the data from the table and let us see if the data has been entered properly into
the attribute columns. In this case we have setup only ATTRIBUTE1 as the DFF segment (Step 2).
Run the following query,
1 select blacklist_id, supp_number, supp_name, attribute_category,
attribute1 from xx_supplier_blacklist
We can see that the DFF value has been entered properly into the table. The form is now enabled to
use the DFF segment(s). You can make as many changes on the DFF segments and it will reflect on
the form just like any Oracle seeded form.
Personalization of Form
Customization of Form
Oracle R12 Form 10G Customization
http://www.oracleport.com/category/oracle-r12-form-customiztion/
Form Devp Process
FORM PROCESS
1)We Will download the TEMPLETE.fmb from AU_TOP\Resource Folder
Application Utilities
2)Open with Forms6i builder and delete the existing Block Canvas Window
3)Create New Block , Canvas , Window attach oracle apps Property classes
4)Develop the form as per client requirement
Note:We will change the Property called "First Navigaction Data Block" as Datablock Name
in the Module Properties.
II)Customize folloiwng two triggers
1) Pre-Form -New Window Name
2) WHEN-NEW-FORM-INSTANCE -New form Name
3) APP_Custom package -New Window Name
5)Save the form we will get (.fmb)
6)compile the form we will get(.fmx)
(File => Administration => Compile File)
7)Move the .fmb into au_top\11.5.0\Forms\US\ .fmb
8)Move the .fmx into CuS_top\11.5.0\Forms\US\ .fmx
9)Goto Applicaton Developer and create Form
10)create Function attach form to the function
11)Create Menu attach function menu
12)Attach Menu to the responsibility , Responsibility will be attached to the user
so that user can open the form and enter/Query the Data.
1)Form Createion :
Application Developer=> Application=>Form
Form Name : .fmx name
Application Name : Application name where .fmx is located
User Form Name : We can give any form Name
2)Function Creation: For single form we can create Multiple Functions and we can pass
the Parameters.
Function Name : Enter any uniquie Name
User Function Name: Enter any uniquie Name
Goto Properties tab select Form type = FORM
Goto the form tab attach the Form what ever we have created.
Save and Copy the User function name attach to the Menu.
3)open the Menu
Enter menu name : Any valid Name
User Menu Name : Any valid Name
Enter the Seqno : Unique Number
Prompt : Any Text
Function : Attach the User Function NAme whatever we have create
4)Copy the User menu name and attach to the Responsibility in system administrator.
TEMPLETE.fmb : It is pre-defined .fmb contains the existing functionality which will
suport for all the Menu,Toolbar, and Other Oracle Applciations features.
that is the Reason we have to start form development with TEMPLETE.fmb
11i & R12 Differences
11i Version 11.5.10.2
R12 Latest Version 12.1.3
AP
http://docs.oracle.com/cd/E18727_01/doc.121/e12900/T458979T458985.htm#I_ox2Doverfl
Objects 11i R12
Tables Added:
AP_INVOICE_LINES_ALL, AP_SUPPLIERS, AP_SUPPLIER_CONTACTS, AP_SUPPLIER_SITES_ALL, AP_INVOICES_ALL1_DFV, AP_INVOICE_LINES_ALL_DFV
Removed:
AP_AE_HEADERS, AP_AE_HEADERS_V, AP_AE_LINES, AP_AE_LINES_V,
Module R12 R11i
AP
Sub ledger Accounting(SLA) No
Multi Organization Access Control (MOAC) No
* Supplier become as a TCA Party. * Supplier Define in AP.* Supplier Site as a TCA Party Site for each distinct Address * Supplier Contact copy For Each Supplier Site
Supplier HTML Form Supplier Oracle Form
Payment manager Batch Payment
* Invoice Lines as a new additional line added in Invoice screen. * Had only distributions line * Allocate freight and special charges are define to the lines on the invoice
* Allocation of freight and special charges are define at the distribution level only
GL
4c, Currency, COA, Calendar, Account convention 3C Currency, COA, Calendar (Set of books)
Sub ledger Accounting(SLA) No
Multi Organization Access Control (MOAC) No
Advance Search of journal No
AR
Sub ledger Accounting(SLA) No
Multi Organization Access Control (MOAC) No
Customer master No
AP-AR Netting NoBalance forward billing Consolidated billing (Proxima payment term)
Credit card Charge back No
EB tax No
Automated Refunds No
Daily revenue No
Revenue Contingencies No
Deferred COGS and Revenue matching No
Legal Entity at transaction type and Batch source and Auto invoice No
Copy invoice No
FARoll back depreciation No
Sub ledger Accounting(SLA) NoMulti Organization Access Control (MOAC) No
CM* Bank and Branch become part of TCA Parties
* Internal Banks defined in AP and that is shared by AP,AR,CE, Payroll and Treasury and they are bank accounts often copy in multiple Operating Units
* Internal Bank Account in Cash Management which is defines by a Legal Entity. Here the Operating units have their own rights * Bank Define At Operating Unit Level
http://dillipkumarjena.blogspot.sg/2012/09/11i-vs-r12-difference-module-wise.html
P2P Data Flow : http://dillipkumarjena.blogspot.sg/
Tables & Query : http://dillipkumarjena.blogspot.sg/2012/11/key-tables-for-oracle-purchase-and-p2p.html
Supplier Tables in R12 TCA:
http://apps2fusion.com/apps-training/apps-functional-documents/57-r12-features/209-suppliers-in-tca-a-dive-into-vendor-tables-in-r12