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  • Restricting Modification On Invoice Form

    Uploaded by

    Veeramani Iyer
    381 views12 pages
    The document describes configuring a personalization to disable updating of certain fields in the Invoice Header form for validated invoices from all sources except IIMS and HRMS. It provides the details needed to create two personalization sequences - one targeting the Invoice Header level and one targeting the Invoice Type item instance level. Each sequence lists the fields to disable updating and updating allowed properties for.

    Original Description:

    Invoive modifjjlls;n

    Original Title

    Restricting Modification on Invoice Form

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    The document describes configuring a personalization to disable updating of certain fields in the Invoice Header form for validated invoices from all sources except IIMS and HRMS. It provides the details needed to create two personalization sequences - one targeting the Invoice Header level and one targeting the Invoice Type item instance level. Each sequence lists the fields to disable updating and updating allowed properties for.

    Copyright:

    © All Rights Reserved
    Download as ODT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    381 views12 pages

    Restricting Modification On Invoice Form

    Uploaded by

    Veeramani Iyer
    The document describes configuring a personalization to disable updating of certain fields in the Invoice Header form for validated invoices from all sources except IIMS and HRMS. It provides the details needed to create two personalization sequences - one targeting the Invoice Header level and one targeting the Invoice Type item instance level. Each sequence lists the fields to disable updating and updating allowed properties for.

    Copyright:

    © All Rights Reserved
    Download as ODT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 12

    We need to disable some fields in Invoice Header for updation for all invoice sources and for

    validated invoices

    On Personalize form add the below details.

    Function Name AP_APXINWKB


    Form Name APXINWKB
    Description Level Enable
    CR-OFRN-161- Block fields in Form Checked
    Invoice Header for sources
    other than IIMS/HRMS
    Invoices
    Trigger Event WHEN-NEW-RECORD-INSTANCE
    Trigger Object INV_SUM_FOLDER
    Condition :INV_SUM_FOLDER.SOURCE NOT IN ('IIMS','PS HRMS') and
    :INV_SUM_FOLDER.APPROVAL_STATUS_DISPLAY = 'Validated' and
    (fnd_profile.VALUE('RESP_ID')) <> 55432---SUPREME USER_HO100000
    Processing Mode Both

    For the above sequence add below details in Action tab.

    Property Values
    Seq 1
    Type Property
    Description Disable GL_DATE Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.GL_DATE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 2
    Type Property
    Description Disable Invoice Num Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_NUM
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 3
    Type Property
    Description Disable Vendor Site Code Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.VENDOR_SITE_CODE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 4
    Type Property
    Description Disable Invoice Amt Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_AMOUNT_DSP
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 5
    Type Property
    Description Disable Invoice Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_DATE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 6
    Type Property
    Description Disable Pay Group Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAY_GROUP_LOOKUP_CODE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 7
    Type Property
    Description Disable Description Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.DESCRIPTION
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 8
    Type Property
    Description Disable Terms Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TERMS_NAME
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 9
    Type Property
    Description Disable Payment Currency Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAYMENT_CURRENCY_CODE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 10
    Type Property
    Description Disable Payment Cross Rate Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAYMENT_CROSS_RATE_DATE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 11
    Type Property
    Description Disable Back A/C No Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.BANK_ACCOUNT_NUM
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 12
    Type Property
    Description Disable Terms Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TERMS_DATE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 13
    Type Property
    Description Disable Taxation Country Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TAXATION_COUNTRY_NAME
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 14
    Type Property
    Description Disable Back A/C Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.BANK_ACCOUNT_NAME
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 15
    Type Property
    Description Disable Distribution Set Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.DISTRIBUTION_SET_NAME
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 16
    Type Property
    Description Disable Match Action Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.MATCH_ACTION
    Property Name UPDATE_ALLOWED
    Value FALSE

    On Personalize form add the below details.


    Function Name AP_APXINWKB
    Form Name APXINWKB
    Description Level Enable
    CR-161 Invoice Header Level Form Checked
    Block for all sources - 2 at
    Invoice Type Item Instance
    Trigger Event WHEN-NEW-ITEM-INSTANCE
    Trigger Object INV_SUM_FOLDER.INVOICE_TYPE
    Condition :INV_SUM_FOLDER.SOURCE IN ( SELECT meaning
    FROM fnd_lookup_values
    WHERE lookup_type = 'SOURCE'
    AND language = 'US'
    AND enabled_flag='Y'
    AND nvl(END_DATE_ACTIVE,sysdate+1)>=sysdate) and
    :INV_SUM_FOLDER.APPROVAL_STATUS_DISPLAY = 'Validated'
    and (fnd_profile.VALUE('RESP_ID')) <> 55432---SUPREME
    USER_HO100000
    Processing Mode Both

    For the above sequence add below details in Action tab.

    Property Values
    Seq 1
    Type Property
    Description Disable GL_DATE Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.GL_DATE
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 2
    Type Property
    Description Disable Invoice Num Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_NUM
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 3
    Type Property
    Description Disable Vendor Site Code Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.VENDOR_SITE_CODE
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 4
    Type Property
    Description Disable Invoice Amt Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_AMOUNT_DSP
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 5
    Type Property
    Description Disable Invoice Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_DATE
    Property Name UPDATE_ALLOWED
    Value FALSE

    Property Values
    Seq 6
    Type Property
    Description Disable Pay Group Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAY_GROUP_LOOKUP_CODE
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 7
    Type Property
    Description Disable Description Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.DESCRIPTION
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 8
    Type Property
    Description Disable Terms Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TERMS_NAME
    Property Name ENABLED
    Value FALSE
    Property Values
    Seq 9
    Type Property
    Description Disable Payment Currency Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAYMENT_CURRENCY_CODE
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 10
    Type Property
    Description Disable Payment Cross Rate Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAYMENT_CROSS_RATE_DATE
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 11
    Type Property
    Description Disable Back A/C No Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.BANK_ACCOUNT_NUM
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 12
    Type Property
    Description Disable Terms Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TERMS_DATE
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 13
    Type Property
    Description Disable Taxation Country Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TAXATION_COUNTRY_NAME
    Property Name ENABLED
    Value FALSE
    Property Values
    Seq 14
    Type Property
    Description Disable Back A/C Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.BANK_ACCOUNT_NAME
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 15
    Type Property
    Description Disable Distribution Set Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.DISTRIBUTION_SET_NAME
    Property Name ENABLED
    Value FALSE

    Property Values
    Seq 16
    Type Property
    Description Disable Match Action Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.MATCH_ACTION
    Property Name ENABLED
    Value FALSE

    I have repeated the above personalisation and altered condition from 'Validated' to
    'Never Validated' for Invoices and have enabled each item and set insert and update
    allowed to true also for not validated invoices.

    On Personalize form add the below details.

    Function Name AP_APXINWKB


    Form Name APXINWKB
    Description Level Enable
    CR-161 Invoice Header Level Form Checked
    Block for all sources - 4 at
    Invoice Type Item Instance
    Trigger Event WHEN-NEW-ITEM-INSTANCE
    Trigger Object INV_SUM_FOLDER.INVOICE_TYPE
    Condition :INV_SUM_FOLDER.SOURCE IN ( SELECT meaning
    FROM fnd_lookup_values
    WHERE lookup_type = 'SOURCE'
    AND language = 'US'
    AND enabled_flag='Y'
    AND nvl(END_DATE_ACTIVE,sysdate+1)>=sysdate) and
    :INV_SUM_FOLDER.APPROVAL_STATUS_DISPLAY = 'Never Validated'
    and (fnd_profile.VALUE('RESP_ID')) <> 55432---SUPREME
    USER_HO100000
    Processing Mode Both

    For the above sequence add below details in Action tab.

    Property Values
    Seq 1
    Type Property
    Description Disable GL_DATE Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.GL_DATE
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 2
    Type Property
    Description Disable Invoice Num Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_NUM
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 3
    Type Property
    Description Disable Vendor Site Code Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.VENDOR_SITE_CODE
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 4
    Type Property
    Description Disable Invoice Amt Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_AMOUNT_DSP
    Property Name ENABLED
    Value TRUE
    Property Values
    Seq 5
    Type Property
    Description Disable Invoice Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.INVOICE_DATE
    Property Name UPDATE_ALLOWED
    Value TRUE

    Property Values
    Seq 6
    Type Property
    Description Disable Pay Group Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAY_GROUP_LOOKUP_CODE
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 7
    Type Property
    Description Disable Description Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.DESCRIPTION
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 8
    Type Property
    Description Disable Terms Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TERMS_NAME
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 9
    Type Property
    Description Disable Payment Currency Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAYMENT_CURRENCY_CODE
    Property Name ENABLED
    Value TRUE
    Property Values
    Seq 10
    Type Property
    Description Disable Payment Cross Rate Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.PAYMENT_CROSS_RATE_DATE
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 11
    Type Property
    Description Disable Back A/C No Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.BANK_ACCOUNT_NUM
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 12
    Type Property
    Description Disable Terms Date Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TERMS_DATE
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 13
    Type Property
    Description Disable Taxation Country Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.TAXATION_COUNTRY_NAME
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 14
    Type Property
    Description Disable Back A/C Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.BANK_ACCOUNT_NAME
    Property Name ENABLED
    Value TRUE
    Property Values
    Seq 15
    Type Property
    Description Disable Distribution Set Name Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.DISTRIBUTION_SET_NAME
    Property Name ENABLED
    Value TRUE

    Property Values
    Seq 16
    Type Property
    Description Disable Match Action Updation
    Language All
    Enabled Checked
    Object Type Item
    Target Object INV_SUM_FOLDER.MATCH_ACTION
    Property Name ENABLED
    Value TRUE

    Error :-

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