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Personalization to Restrict Values in Customer Name
,Number LOV in Sales Order Form
Purpose : Restrict Values in Customer Name, Number LOV in Sales Order Form
Example :
We Have In Customer LOV All Customer Defined In server And We Want To Restrict LOV To Customer Have Active Site To
Default Operating Unit In Responsibility
Target :
Restrict Customer And Customer Number LOV
Personalization to restrict values in customer name and number lov in sales order form
Personalization to restrict values in customer name and number lov in sales order form
/oracle/VIS/db/tech_st/11.1.0/admin/VIS_vision/diag/rdbms/vis/VIS/trace
Transfer File To Desktop
Find For Customer Table HZ_PARTIES PARTY
select party.party_name, party.party_number registry_id, party.party_type,
acct.cust_account_id cust_account_id, acct.account_number account_number,
acct.account_name account_description, party.email_address email_address,
nvl(party.gsa_indicator_flag,'N') gsa_indicator FROM HZ_PARTIES PARTY, hz_cust_accounts
acct WHERE (PARTY_NAME LIKE :1) AND ( acct.party_id=party.party_id AND acct.status='A'
) order by party_name
-------------------------------------------------------------------------------------------
1. Create condition: WHEN-NEW-FORM-INSTANCE
2. Action Tab:
a. Choosethe type Builtin and select Built intype 'Create Record Group FromQuery'
Write your query and give it group name.
Add any Where Condition To Select
----- XX_CUST_NAME ----------
SELECT party.party_name,
acct.account_number registry_id,
party.party_type,
acct.cust_account_id cust_account_id,
party.party_number account_number,
acct.account_name account_description,
party.email_address email_address,
NVL (party.gsa_indicator_flag, 'N') gsa_indicator
FROM HZ_PARTIES PARTY, hz_cust_accounts acct
WHERE acct.party_id = party.party_id AND acct.status = 'A'
-- and acct.ATTRIBUTE17='Y'
and exists (select CUST_ACCOUNT_ID from HZ_CUST_ACCT_SITES_ALL
where 1=1
and ORG_ID in (:parameter.old_org_id,-99)
and CUST_ACCOUNT_ID=acct.CUST_ACCOUNT_ID
and STATUS='A'
and SHIP_TO_FLAG is not null)
ORDER BY party_name
--------------------------------------------------------------------------------
b. Choosethe type Property, Objecttypeas Lov and enter the field name in
Target object=SOLD_TO
Property Name = GROUP_NAME
Value = XX_CUST_NAME (The Same Name In The Previous Step)
SaveYour Work
Close Form
Switch Responsibility
Test Scenario
Personalization to restrict values in customer name and number lov in sales order form
Done
‫هلل‬ ‫الحمد‬
Purpose : Restrict Values in Customer Number LOV in Sales Order Form
Example :
We Have In Customer LOV All Customer Defined In server And We Want To Restrict LOV To Customer Have Active Site To
Default Operating Unit In Responsibility
1. Action Tab:
a. Choosethe type Builtin and select Built intype 'Create Record Group FromQuery'
Write your query and give it group name.
Add any Where Condition To Select
----- XX_CUST_NUM ----------
select acct.account_number account_number, party.party_name account_description,
party.party_number registry_id, acct.account_name party_name,
party.party_type, acct.cust_account_id cust_account_id,
party.email_address email_address, nvl(party.gsa_indicator_flag,'N') gsa_indicator
FROM
HZ_PARTIES PARTY, hz_cust_accounts acct WHERE (acct.party_id=party.party_id AND acct.status='A'
)
and exists (select CUST_ACCOUNT_ID from HZ_CUST_ACCT_SITES_ALL
where 1=1
and ORG_ID IN (:parameter.old_org_id,-99)
and CUST_ACCOUNT_ID=acct.CUST_ACCOUNT_ID
and STATUS='A'
and SHIP_TO_FLAG is not null)
order by party_name
--------------------------------------------------------------------------------
a. Choosethe type Property, Objecttypeas Lov and enter the field name in
Target object=CUSTOMER_NUMBER
Property Name = GROUP_NAME
Value = XX_CUST_NUM (The Same Name In The Previous Step)
SaveYour Work
Close Form
Switch Responsibility
Test Scenario
Done
‫هلل‬ ‫الحمد‬
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Personalization to restrict values in customer name and number lov in sales order form

  • 1. Personalization to Restrict Values in Customer Name ,Number LOV in Sales Order Form Purpose : Restrict Values in Customer Name, Number LOV in Sales Order Form Example : We Have In Customer LOV All Customer Defined In server And We Want To Restrict LOV To Customer Have Active Site To Default Operating Unit In Responsibility Target : Restrict Customer And Customer Number LOV
  • 5. Find For Customer Table HZ_PARTIES PARTY select party.party_name, party.party_number registry_id, party.party_type, acct.cust_account_id cust_account_id, acct.account_number account_number, acct.account_name account_description, party.email_address email_address, nvl(party.gsa_indicator_flag,'N') gsa_indicator FROM HZ_PARTIES PARTY, hz_cust_accounts acct WHERE (PARTY_NAME LIKE :1) AND ( acct.party_id=party.party_id AND acct.status='A' ) order by party_name -------------------------------------------------------------------------------------------
  • 6. 1. Create condition: WHEN-NEW-FORM-INSTANCE
  • 7. 2. Action Tab: a. Choosethe type Builtin and select Built intype 'Create Record Group FromQuery' Write your query and give it group name. Add any Where Condition To Select ----- XX_CUST_NAME ---------- SELECT party.party_name, acct.account_number registry_id, party.party_type, acct.cust_account_id cust_account_id, party.party_number account_number, acct.account_name account_description, party.email_address email_address, NVL (party.gsa_indicator_flag, 'N') gsa_indicator FROM HZ_PARTIES PARTY, hz_cust_accounts acct WHERE acct.party_id = party.party_id AND acct.status = 'A' -- and acct.ATTRIBUTE17='Y' and exists (select CUST_ACCOUNT_ID from HZ_CUST_ACCT_SITES_ALL where 1=1 and ORG_ID in (:parameter.old_org_id,-99) and CUST_ACCOUNT_ID=acct.CUST_ACCOUNT_ID and STATUS='A' and SHIP_TO_FLAG is not null) ORDER BY party_name --------------------------------------------------------------------------------
  • 8. b. Choosethe type Property, Objecttypeas Lov and enter the field name in Target object=SOLD_TO Property Name = GROUP_NAME Value = XX_CUST_NAME (The Same Name In The Previous Step) SaveYour Work Close Form Switch Responsibility
  • 12. Purpose : Restrict Values in Customer Number LOV in Sales Order Form Example : We Have In Customer LOV All Customer Defined In server And We Want To Restrict LOV To Customer Have Active Site To Default Operating Unit In Responsibility
  • 13. 1. Action Tab: a. Choosethe type Builtin and select Built intype 'Create Record Group FromQuery' Write your query and give it group name. Add any Where Condition To Select
  • 14. ----- XX_CUST_NUM ---------- select acct.account_number account_number, party.party_name account_description, party.party_number registry_id, acct.account_name party_name, party.party_type, acct.cust_account_id cust_account_id, party.email_address email_address, nvl(party.gsa_indicator_flag,'N') gsa_indicator FROM HZ_PARTIES PARTY, hz_cust_accounts acct WHERE (acct.party_id=party.party_id AND acct.status='A' ) and exists (select CUST_ACCOUNT_ID from HZ_CUST_ACCT_SITES_ALL where 1=1 and ORG_ID IN (:parameter.old_org_id,-99) and CUST_ACCOUNT_ID=acct.CUST_ACCOUNT_ID and STATUS='A' and SHIP_TO_FLAG is not null) order by party_name -------------------------------------------------------------------------------- a. Choosethe type Property, Objecttypeas Lov and enter the field name in Target object=CUSTOMER_NUMBER Property Name = GROUP_NAME Value = XX_CUST_NUM (The Same Name In The Previous Step) SaveYour Work Close Form Switch Responsibility
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