INTERNATIONAL BRANDS (PVT.

)LIMITED
(IBL GROUP)

Training Manual
Forms Personalization

Feb, 2016

A. F. FERGUSON & CO.

CHARTERED ACCOUNTANTS

A member firm of net

 Internation Brands Limited Training Manual – Forms Personalization

Contents
1. Forms Personalization.........................................................................5
1.1 Header Level.....................................................................................................................5
1.2 Condition...........................................................................................................................6
1.3 Actions...............................................................................................................................6
1.3.1 Property...............................................................................................................................7
1.3.2 Builtin...................................................................................................................................7
1.3.3 Message...............................................................................................................................7
1.3.4 Menu...................................................................................................................................7

2. Inventory Personalization...................................................................8
2.1 Inter Organization Transfers (INV_INVTTMTX_INTERORG)..............................................8
2.1.1 Make ‘Shipment Number’ field Read Only...........................................................................8
2.1.2 Make Shipment field Enterable for BWH.............................................................................8
2.1.3 Auto Numbering in Shipment Number Field........................................................................9
2.1.4 Call ‘DELIVERY CHALLAN’ quality plan when move to ‘Source’............................................9
2.1.5 Create menu for DELIVERY CHALLAN Quality plan...............................................................9
2.1.6 Call DELIVERY CHALLAN Quality Plan when click on MENU1...............................................9
2.2 Miscellaneous Transactions (INV_INVTTMTX_MISC).....................................................10
2.2.1 Form link in Tools Menu for collection plans.....................................................................10
2.2.2 Call INTERORG AA TRANSFER quality plan when click on MENU1.....................................10
2.2.3 Call INTERORG AA RECEIPT quality plan when click on MENU2.........................................11
2.2.4 Repackaging Cost...............................................................................................................11
2.2.5 Account Alias restriction....................................................................................................11
2.3 Subinventory Transfers (INV_INVTTMTX_SUBINV)........................................................12
2.3.1 Default information for Claims, Settlements and Destruction...........................................12
2.3.2 Claim, Settlement and Destruction Reference Number Generation..................................12

3. Purchasing Personalization...............................................................14
3.1 Purchase Order (PO_POXPOEPO)...................................................................................14

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3.1.1 Shipment Location.............................................................................................................14

3.1.2 Fetch Last PO price............................................................................................................14
3.1.3 Error message when overhead not found – IBL.................................................................15
3.1.4 Notify for duplicate DN number.........................................................................................16
3.1.5 Validate PO Currency.........................................................................................................16

4. Order Management Personalization.................................................17

4.1 Sales Order (ONT_OEXOEORD).......................................................................................17
4.1.1 Prohibit backdated transactions........................................................................................17
4.1.2 To make TSO and Supplier field required...........................................................................17
4.1.3 Rename Customer PO number, Shipping Method and Salesperson..................................17
4.1.4 Auto Fetch Supplier...........................................................................................................18
4.1.5 Restrict Order Copy type....................................................................................................18
4.1.6 Default copy reason...........................................................................................................18
4.2 Release Sales Order (WSH_WSHFRREL)..........................................................................19
4.2.1 Supplier Required..............................................................................................................19
4.2.2 Default Release Rule..........................................................................................................19
4.2.3 Rename Batch Name field to SDR Prefix............................................................................19
4.2.4 Change the Actual Departure Date Field............................................................................19
4.3 Create Modifiers (QP_QPXPRMLS).................................................................................20
4.3.1 Default latest trade price for bonus item...........................................................................20
4.4 Shipping Transactions (WSHFSTRX)................................................................................20
4.4.1 Restrict Organization.........................................................................................................20

5. Receivables Personalization..............................................................21
5.1 Transactions (AR_ARXTWMAI_HEADER)........................................................................21
5.1.1 Make Sales Person Field Mandatory In Case Of Debit Memo............................................21
5.2 Receipts (AR_ARXRWMAI_HEADER)...............................................................................21
5.2.1 Defaulting SDR number from DFF in ‘Find’ form................................................................21
5.2.2 Restricting only Cash invoices for Cash receipt on ‘Find’ form...........................................21
5.2.3 Other Instruments Bank mandatory..................................................................................22
5.2.4 Restrict Receipt Date.........................................................................................................22

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5.2.5 Restrict GL date..................................................................................................................22

5.2.6 Receipt Method restriction for customers other than CASH.............................................23
5.2.7 Receipt Method Restriction for All Cash Customer............................................................24
5.2.8 Populate Location of Customer..........................................................................................25
5.2.9 Disable update of receipt method for Cash receipt...........................................................26
5.2.10 Default Other Instrument Receipt Method........................................................................26
5.2.11 Miscellaneous Receipt - Cash Amount Restriction.............................................................27
5.2.12 Menu Key: Cash Denomination..........................................................................................27
5.2.13 Enter Cash Denomination Form.........................................................................................28
5.2.14 Enter Cash Denomination Automatically (Apply Form)......................................................28
5.2.15 Generate sequence number on Receipt number field.......................................................29
5.2.16 To Impose Cheque Limit on Receipt...................................................................................30
5.3 Remittances (AR_ARXRWMAI_REMITTANCES)..............................................................31
5.3.1 Default JV amount when total Receipt Amount is less than JV amount............................31
5.3.2 Default JV amount when total Receipt Amount is greater than JV amount.......................31

6. Quality Plans Personalization............................................................32

6.1 Enter Quality Results (QARSMDF)...................................................................................32
6.1.1 Default Receipt ID and Receipt Number............................................................................32
6.1.2 Calculate Amount in Cash Denomination..........................................................................32
6.1.3 Default Organization ID......................................................................................................32
6.1.4 Default Shipment Number in 'Document Number' field....................................................33
6.1.5 Default Document Number in INTERORG AA Transfer.......................................................33
6.1.6 Default Document Number in INTERORG AA Receipt........................................................33
6.1.7 Default Legacy code for Sales channel mapping................................................................34
6.1.8 Display message for duplicate record while entering Cash denominations.......................34

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1. Forms Personalization
Forms personalization is used in oracle to achieve multitude of effects. It can be used to run custom
procedures, populate fields, navigate between forms and much more. In order to access personalization
form use below navigation from relevant form:
In the menus at the top, click Help  Diagnostics  Custom Code  Personalize

1.1 Header Level

Before launching form, oracle asks to password verification:

After entering correct password, following window appears:

Basic explanation of header level fields is as follows:

 Seq: Enter the sequence number of personalization
 Description: Enter description of personalization
 Level: Choose between Function and Form level. A function is a user defined version of
form. At IBL, choose function unless necessary to choose form.

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1.2 Condition
Enter conditions to specify when the personalization is launched. The condition section consists of
following fields:

 Trigger Event: Choose an appropriate trigger event.

 Trigger Object: Enter appropriate Block or Field where the personalization will trigger.
 Condition: Enter an optional condition made of fields and comparisons. Simple SQL select
statements can be used. Enter condition without = sign in start. When
entering field name use colon ( : ) as prefix.
 Context: Optionally, select responsibilities or users to which the personalization is
applicable.
 Validate: Click validate button after entering condition to test if it will trigger based on
current form data.

1.3 Actions
After entering condition, move to actions tab.

 Seq: Multiple actions may be performed once the condition is met. Enter sequence
of actions.
 Type: Select from Property, Builtin, Message or Menu.

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1.3.1 Property
Selecting Property displays following section:

 Object Type: Select object type for property change for example item, window etc.
 Target Object: Enter window or field name.
 Property Name: Select property to change for example value, prompt etc.

1.3.2 Builtin
Builtin selection displays this section:

 Builtin Type: Select builtin type like GO_ITEM, DO_KEY, Execute a procedure etc.
 Argument: Enter relevant argument like field or procedure name accordingly.

1.3.3 Message
This option is for displaying a message.

1.3.4 Menu
To create a custom menu, select this option.

 Menu Entry: Select an available menu slot.

 Menu Label: Enter a menu name.
 Render Line: Check this to create a line in menu list before this menu.

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2. Inventory Personalization
2.1 Inter Organization Transfers
(INV_INVTTMTX_INTERORG)

2.1.1 Make ‘Shipment Number’ field Read Only

The personalization is triggered when cursor is on ‘Transaction Source’ field if the ‘Transaction Type’ is
Intransit Shipment. It changes field ‘INTERORG_XFER.SHIPMENT_NUMBER’ property ‘ENTERABLE’ to
FALSE.

2.1.2 Make Shipment field Enterable for BWH

In case the transaction type is direct transfer between national and bonded warehouse, the ‘Shipment
Number’ made read only by above transaction is made editable and mandatory again to allow user to
type transaction reference. Properties ‘ENTERABLE’, ’ENTERABLE (APPLICATIONS COVER)’ and
‘REQUIRED (APPLICATIONS COVER)’ are made TRUE.

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2.1.3 Auto Numbering in Shipment Number Field

In case of Intransit Shipment, automatic transfer number is generated in field
‘INTERORG_XFER.SHIPMENT_NUMBER’ using following SQL query.

=(SELECT DISTINCT TO_NUMBER(FND_PROFILE.VALUE('MFG_ORGANIZATION_ID')

||TO_NUMBER(TRUNC(TO_CHAR(TO_DATE(SYSDATE,'DD/MM/RRRR'),'RRMM')))
|| NVL(SUBSTR(MAX(NVL(TO_NUMBER(MMT.SHIPMENT_NUMBER),0)),8)+1,1))
FROM MTL_MATERIAL_TRANSACTIONS MMT
WHERE MMT.TRANSACTION_TYPE_ID = 21
AND MMT.ORGANIZATION_ID =FND_PROFILE.VALUE('MFG_ORGANIZATION_ID'))

2.1.4 Call ‘DELIVERY CHALLAN’ quality plan when move to ‘Source’

This personalization creates a Global Variable named ‘V_SHIPMENT_NUMBER’ that stores the shipment
number from Inter-organization Transfer form and then opens the DELIVERY CHALLAN quality plan
where the shipment number is inserted.
The quality plan is opened using Builtin type ‘Launch a Function’ with Function code ‘QARSMDF’ and
following parameter:
= 'QA_CUSTOM_CHILD_PLANS = "'
|| (SELECT QP.PLAN_ID
FROM QA_PLANS QP
WHERE QP.NAME LIKE '%DELIVERY%CHALLAN%'
AND QP.ORGANIZATION_ID = FND_PROFILE.VALUE ('MFG_ORGANIZATION_ID'))
|| '"'

2.1.5 Create menu for DELIVERY CHALLAN Quality plan

This personalization assigns MENU1 for DELIVERY CHALLAN quality plan using MENU option in actions
tab with ‘DELIVERY CHALLAN’ Label.

2.1.6 Call DELIVERY CHALLAN Quality Plan when click on MENU1

This personalization defines what happens when user clicks on menu created above. It uses the same
actions as described in Call ‘DELIVERY CHALLAN’ quality plan when move to ‘Source’ heading above.

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2.2 Miscellaneous Transactions (INV_INVTTMTX_MISC)

2.2.1 Form link in Tools Menu for collection plans

MENU1 is assigned for INTERORG AA ISSUE quality plan using MENU option in actions tab with
‘INTERORG AA ISSUE’ Label and MENU2 for INTERORG AA RECEIPT quality plan with ‘INTERORG AA
RECEIPT’ Label.

2.2.2 Call INTERORG AA TRANSFER quality plan when click on MENU1

When user clicks MENU1, system checks following condition:
:MISC_TRX.TRANSACTION_TYPE = 'ACCOUNT ALIAS ISSUE'
AND
:MISC_TRX.TRANSACTION_SOURCE LIKE '006.%'

If condition is met, the quality plan is opened using Builtin type ‘Launch a Function’ with Function code
‘QARSMDF’ and following parameter:
= 'QA_CUSTOM_CHILD_PLANS = "'
|| (SELECT QP.PLAN_ID
FROM QA_PLANS QP
WHERE QP.NAME LIKE '%AA%TRANSFER%'
AND QP.ORGANIZATION_ID = FND_PROFILE.VALUE ('MFG_ORGANIZATION_ID'))
|| '"'

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2.2.3 Call INTERORG AA RECEIPT quality plan when click on MENU2

When user clicks MENU2, system checks following condition:
:MISC_TRX.TRANSACTION_TYPE = 'ACCOUNT ALIAS RECEIPT'
AND :MISC_TRX.TRANSACTION_SOURCE LIKE '001.%'

If condition is met, the quality plan is opened using Builtin type ‘Launch a Function’ with Function code
‘QARSMDF’ and following parameter:
= 'QA_CUSTOM_CHILD_PLANS = "'
|| (SELECT QP.PLAN_ID
FROM QA_PLANS QP
WHERE QP.NAME LIKE '%AA%RECEIPT%'
AND QP.ORGANIZATION_ID =
FND_PROFILE.VALUE ('MFG_ORGANIZATION_ID'))
|| '"'

2.2.4 Repackaging Cost

In order to default repackaging cost, this personalization is triggered on
‘MTL_TRX_LINE.TRANSACTION_COST_DISPLAY’ field if following conditions are met:
:MISC_TRX.TRANSACTION_TYPE = 'Account alias receipt'
AND :MISC_TRX.TRANSACTION_SOURCE LIKE '002.%'
AND :MTL_TRX_LINE.INVENTORY_ITEM_ID
IN (SELECT DISTINCT MRI.RELATED_ITEM_ID FROM MTL_RELATED_ITEMS MRI)

The system defaults item cost using following query:

=(SELECT CIC.ITEM_COST
FROM CST_ITEM_COSTS CIC, MTL_RELATED_ITEMS MRI
WHERE CIC.ORGANIZATION_ID = :MTL_TRX_LINE.ORGANIZATION_ID
AND MRI.RELATED_ITEM_ID = :MTL_TRX_LINE.INVENTORY_ITEM_ID
AND MRI.INVENTORY_ITEM_ID = CIC.INVENTORY_ITEM_ID
AND CIC.COST_TYPE_ID = 2) /
(SELECT MSI.ATTRIBUTE6
FROM MTL_SYSTEM_ITEMS MSI
WHERE MSI.INVENTORY_ITEM_ID = :MTL_TRX_LINE.INVENTORY_ITEM_ID
AND MSI.ORGANIZATION_ID = 82)

2.2.5 Account Alias restriction

If user tries to enter wrong account alias combination or transaction type, system displays warning
message after validating following condition:
(:MISC_TRX.TRANSACTION_TYPE = 'Account alias issue'
AND :MISC_TRX.TRANSACTION_SOURCE LIKE '001.%')
OR (:MISC_TRX.TRANSACTION_TYPE = 'Account alias receipt'
AND :MISC_TRX.TRANSACTION_SOURCE LIKE '006.%')

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2.3 Subinventory Transfers (INV_INVTTMTX_SUBINV)

2.3.1 Default information for Claims, Settlements and Destruction

These personalizations default Transaction type ‘Subinventory Transfer’ and Transaction source
according to claims management responsibility before moving cursor to Transaction lines.

2.3.2 Claim, Settlement and Destruction Reference Number Generation

A reference number is generated for each claim, settlement or destruction transaction when user cursor
is on ‘MTL_TRX_LINE.TRANSACTION_QUANTITY’ field.

1. Claim Number:
Condition:

:MTL_TRX_LINE.TRANSFER_SUBINVENTORY LIKE '%CLM'

AND
:MTL_TRX_LINE.SUBINVENTORY_CODE NOT LIKE '%CLM'

Claim Number:

=(SELECT MSI.SEGMENT1
|| '-' || MP.ORGANIZATION_CODE
|| '-' || :MTL_TRX_LINE.SUBINVENTORY_CODE
|| '-' || 'CLAIM'
|| '-' || TRUNC (SYSDATE)
FROM MTL_SYSTEM_ITEMS_KFV MSI, MTL_PARAMETERS MP
WHERE MSI.INVENTORY_ITEM_ID = :MTL_TRX_LINE.INVENTORY_ITEM_ID
AND MP.ORGANIZATION_ID = :MTL_TRX_LINE.ORGANIZATION_ID
AND MSI.ORGANIZATION_ID = 82)

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2. Settlement Number
Condition:

:MTL_TRX_LINE.TRANSFER_SUBINVENTORY = 'SETTLEMENT'
AND
:MTL_TRX_LINE.SUBINVENTORY_CODE LIKE '%CLM'

Settlement Number:

=(SELECT MSI.SEGMENT1
|| '-'
|| MP.ORGANIZATION_CODE
|| '-'
|| :MTL_TRX_LINE.SUBINVENTORY_CODE
|| '-'
|| 'SETTLEMENT'
|| '-'
|| TRUNC (SYSDATE)
FROM MTL_SYSTEM_ITEMS_KFV MSI, MTL_PARAMETERS MP
WHERE MSI.INVENTORY_ITEM_ID = :MTL_TRX_LINE.INVENTORY_ITEM_ID
AND MP.ORGANIZATION_ID = :MTL_TRX_LINE.ORGANIZATION_ID
AND MSI.ORGANIZATION_ID = 82)

3. Destruction Number
Condition:

:MTL_TRX_LINE.TRANSFER_SUBINVENTORY = 'DESTRUCT'
AND
:MTL_TRX_LINE.SUBINVENTORY_CODE = 'SETTLEMENT'

Destruction Number:

=(SELECT MSI.SEGMENT1
|| MP.ORGANIZATION_CODE
|| '-D-'
|| EXTRACT (DAY FROM SYSDATE)
|| EXTRACT (MONTH FROM SYSDATE)
|| SUBSTR ((EXTRACT (YEAR FROM SYSDATE)), 3)
FROM MTL_SYSTEM_ITEMS_KFV MSI, MTL_PARAMETERS MP
WHERE MSI.INVENTORY_ITEM_ID = :MTL_TRX_LINE.INVENTORY_ITEM_ID
AND MP.ORGANIZATION_ID = :MTL_TRX_LINE.ORGANIZATION_ID
AND MSI.ORGANIZATION_ID = 82)

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3. Purchasing Personalization
3.1 Purchase Order (PO_POXPOEPO)
3.1.1 Shipment Location
This personalization defaults the shipment location in ‘PO_SHIPMENTS.SHIP_TO_LOCATION_CODE’ field.
Following SQL query is used to derive the value:

=(SELECT LOC.LOCATION_CODE
FROM HR_ORGANIZATION_UNITS ORG, HR_LOCATIONS_ALL LOC, MTL_PARAMETERS PAR
WHERE ORG.LOCATION_ID = LOC.LOCATION_ID
AND PAR.ORGANIZATION_ID = ORG.ORGANIZATION_ID
AND PAR.ORGANIZATION_CODE = :PO_SHIPMENTS.SHIP_TO_ORGANIZATION_CODE)

3.1.2 Fetch Last PO price

This personalization defaults the purchase price for selected item from the last approved PO if the
following condition is met:

:PO_LINES.UNIT_PRICE = 0

The user can then change the price if necessary. The last PO price is defaulted using following query:

=(SELECT MAX (PLA.UNIT_PRICE)

FROM PO_HEADERS_ALL PHA, PO_LINES_ALL PLA
WHERE PHA.PO_HEADER_ID = PLA.PO_HEADER_ID
AND PHA.APPROVED_FLAG = 'Y'
AND PHA.ORG_ID = :PO_HEADERS.ORG_ID
AND PLA.ITEM_ID = :PO_LINES.ITEM_ID
AND PHA.APPROVED_DATE =
(SELECT MAX (PHA.APPROVED_DATE)
FROM PO_HEADERS_ALL PHA, PO_LINES_ALL PLA
WHERE PHA.PO_HEADER_ID = PLA.PO_HEADER_ID
AND PHA.APPROVED_FLAG = 'Y'
AND PHA.ORG_ID = :PO_HEADERS.ORG_ID
AND PLA.ITEM_ID = :PO_LINES.ITEM_ID))

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3.1.3 Error message when overhead not found – IBL

If overhead for an imported item is not defined, the record is cleared and an error message ‘PLEASE
ENTER IBL-AVG COST TYPE ON ITEM’ is displayed.

This message is displayed if following conditions are met:

:PO_HEADERS.ORG_ID= 81
AND :PO_LINES.ITEM_ID =
(SELECT IBL_OH_ERROR (:PO_LINES.ITEM_ID)
FROM DUAL)

The function used in above condition is:

CREATE OR REPLACE FUNCTION APPS.IBL_OH_ERROR (INV_ITEM_ID NUMBER)

RETURN CHAR
IS
V_SEGMENT VARCHAR2 (200);
V_COUNT NUMBER;
V_ITEM_ID NUMBER;
BEGIN
SELECT MSI.SEGMENT3, COUNT (MSI.SEGMENT3), A.INVENTORY_ITEM_ID
INTO V_SEGMENT, V_COUNT, V_ITEM_ID
FROM CST_ITEM_COST_TYPE_V A, MTL_SYSTEM_ITEMS MSI
WHERE MSI.INVENTORY_ITEM_ID = A.INVENTORY_ITEM_ID
AND MSI.ORGANIZATION_ID = A.ORGANIZATION_ID
AND MSI.ORGANIZATION_ID in (223, 254)
AND MSI.SEGMENT3 = '20'
AND MSI.INVENTORY_ITEM_ID = INV_ITEM_ID
GROUP BY MSI.SEGMENT3, A.INVENTORY_ITEM_ID;

IF V_SEGMENT = '20' AND V_COUNT = 1

THEN
RETURN V_ITEM_ID;
ELSE
RETURN NULL;
END IF;
EXCEPTION
WHEN NO_DATA_FOUND
THEN
RETURN NULL;
END;
/

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3.1.4 Notify for duplicate DN number

When creating purchase orders, user enters a DN number for warehouse personnel’s ease. If a duplicate
PO is created using same DN number, system displays a warning message.
Condition:
:PO_HEADERS.NOTE_TO_RECEIVER IN
(SELECT DISTINCT PHA.NOTE_TO_RECEIVER
FROM PO_HEADERS_ALL PHA
WHERE PHA.CANCEL_FLAG <> 'Y'
AND PHA.ORG_ID = :PO_HEADERS.ORG_ID
AND PHA.PO_HEADER_ID <> NVL (:PO_HEADERS.PO_HEADER_ID, 0))

Message:
=(SELECT 'Document number already referenced in ' || PHA.SEGMENT1
FROM PO_HEADERS_ALL PHA
WHERE PHA.APPROVED_FLAG = 'Y'
AND PHA.ORG_ID = :PO_HEADERS.ORG_ID
AND PHA.NOTE_TO_RECEIVER = :PO_HEADERS.NOTE_TO_RECEIVER)

3.1.5 Validate PO Currency

If PKR currency is used when creating a PO from Imported PO responsibility, system displays an error
message ‘Invalid PO Currency. Enter a valid Foreign Currency’.
Condition:
:PO_HEADERS.CURRENCY_CODE = 'PKR'

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4. Order Management Personalization

4.1 Sales Order (ONT_OEXOEORD)
4.1.1 Prohibit backdated transactions
This personalization restricts orders to current or future dates only using following condition:

TO_CHAR(:ORDER.ORDERED_DATE_MIR) < TO_CHAR(SYSDATE)

AND
:ORDER.STATUS = 'Entered'

If condition is met, system replaces order date with current system date and displays error message
‘Backdated transactions are not allowed’.

4.1.2 To make TSO and Supplier field required

Trigger Event: WHEN-NEW-FORM-INSTANCE
Trigger Object:
 ORDER.SALESREP_MIR
 ORDER.SHIPPING_METHOD
Property Name: Required
Value: TRUE

4.1.3 Rename Customer PO number, Shipping Method and Salesperson

This personalization is used to rename Customer PO number, shipping method and salesperson to SDR
Number, Supplier and TSO respectively as shown below.

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4.1.4 Auto Fetch Supplier

This personalization defaults the supplier based on selected TSO using following SQL query:

=(SELECT (SELECT MEANING

FROM OE_SHIP_METHODS_V
WHERE LOOKUP_CODE = B.ATTRIBUTE1) SUPPLIER
FROM JTF_RS_RESOURCE_EXTNS B, JTF_RS_RESOURCE_EXTNS_TL T1
WHERE T1.LANGUAGE = USERENV ('LANG')
AND B.RESOURCE_ID = T1.RESOURCE_ID
AND B.CATEGORY = T1.CATEGORY
AND B.RESOURCE_ID = (SELECT JRS.RESOURCE_ID
FROM JTF_RS_SALESREPS JRS
WHERE JRS.SALESREP_ID = :ORDER.SALESREP_ID))

4.1.5 Restrict Order Copy type

This personalization ensures that correct return type is selected when order is copied. The return type
field is cleared if incorrect return type is selected as determined by following condition:

(:COPY.NEW_ORDER_TYPE like '%Return Cash%'

AND
:ORDER.ORDER_TYPE like '%Credit Sale%')
OR
(:COPY.NEW_ORDER_TYPE like '%Return Credit%'
AND
:ORDER.ORDER_TYPE like '%Cash Sale%')

4.1.6 Default copy reason

Once correct return type is selected, return reason is defaulted by following query:

=(SELECT CASE
WHEN :COPY.NEW_ORDER_TYPE LIKE '%Market Return%'
THEN 'EXP / TPR /DMG DEDUCTION'
WHEN :COPY.NEW_ORDER_TYPE NOT LIKE '%Market Return%'
THEN 'Product Return'
END
FROM DUAL)

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4.2 Release Sales Order (WSH_WSHFRREL)

4.2.1 Supplier Required
This personalization makes the supplier field mandatory.

4.2.2 Default Release Rule

The release rule is defaulted using following query:

=(SELECT WPR.NAME
FROM WSH_PICKING_RULES WPR, HR_ORGANIZATION_INFORMATION HOI
WHERE HOI.ORGANIZATION_ID = WPR.ORGANIZATION_ID
AND HOI.ORG_INFORMATION3 = FND_PROFILE.VALUE ('ORG_ID'))

4.2.3 Rename Batch Name field to SDR Prefix

This personalization changes the prompt value of batch name field and Shipping Method.

4.2.4 Change the Actual Departure Date Field

As per business requirement, Actual departure date is changed to one day later using following query:

=(SELECT TO_DATE ( TO_CHAR (SYSDATE, 'DD/MON/RRRR')

|| TO_CHAR (SYSDATE + 1, ' HH24:MI:SS'),
'DD-MON-RRRR HH24:MI:SS'
)
FROM DUAL)

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4.3 Create Modifiers (QP_QPXPRMLS)

4.3.1 Default latest trade price for bonus item
This personalization defaults the latest trade price of bonus goods in details window. This price is
selected using following query:

=(SELECT QLL.OPERAND
FROM QP_LIST_HEADERS QLH, QP_LIST_LINES QLL, QP_PRICING_ATTRIBUTES QPA
WHERE QLH.LIST_HEADER_ID = 6008
AND QLH.LIST_HEADER_ID = QLL.LIST_HEADER_ID
AND QPA.LIST_LINE_ID = QLL.LIST_LINE_ID
AND QPA.LIST_HEADER_ID = QLH.LIST_HEADER_ID
AND QPA.PRODUCT_ATTR_VALUE = :PRICING_ATTR_GET.PRODUCT_ATTR_VAL
AND QLL.START_DATE_ACTIVE < SYSDATE
AND ((QLL.END_DATE_ACTIVE > SYSDATE) OR (QLL.END_DATE_ACTIVE IS NULL)))

4.4 Shipping Transactions (WSHFSTRX)

4.4.1 Restrict Organization
This personalization restricts the organization on shipping transaction form to selected responsibility, in
order to prevent unauthorized personnel to see information. The organization code is defaulted by
following query:

=SELECT MP.ORGANIZATION_CODE
FROM MTL_PARAMETERS MP, HR_ORGANIZATION_INFORMATION I
WHERE MP.ORGANIZATION_ID = I.ORGANIZATION_ID
AND I.ORG_INFORMATION_CONTEXT = 'ACCOUNTING INFORMATION'
AND I.ORG_INFORMATION3 = FND_PROFILE.VALUE('ORG_ID')

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5. Receivables Personalization
5.1 Transactions (AR_ARXTWMAI_HEADER)
5.1.1 Make Sales Person Field Mandatory In Case Of Debit Memo
To ensure that Sales person is entered by user on debit memos, the sales person field is made
mandatory by this personalization if following condition is met:

:TGW_HEADER.CTT_CLASS_MIR = 'DM'

5.2 Receipts (AR_ARXRWMAI_HEADER)

5.2.1 Defaulting SDR number from DFF in ‘Find’ form
This personalization defaults the SDR selected in DFF to the search fields in ‘Find’ form.

5.2.2 Restricting only Cash invoices for Cash receipt on ‘Find’ form
If a cash receipt is entered by user, this personalization defaults the Invoice types on ‘Find’ page.
Following conditions are checked:
:RGW_FOLDER.M_PAYMENT_METHOD_DSP IN
(SELECT DISTINCT ARM.NAME
FROM AR_RECEIPT_METHODS ARM
WHERE ARM.ATTRIBUTE1 = '01')
AND :RGW_FOLDER.ATTRIBUTE8 <> 'Mobilink'

If condition evaluates to true, transaction type to and from is defaulted by:

=(SELECT NAME
FROM RA_CUST_TRX_TYPES_ALL
WHERE ATTRIBUTE1 = 'Cash'

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AND ORG_ID = FND_PROFILE.VALUE ('ORG_ID'))

5.2.3 Other Instruments Bank mandatory

If other instrument is selected in DFF, receipt referrence field is made mandatory.

5.2.4 Restrict Receipt Date

At IBL, receipt date cannot be changed to a past date. All receipts are entered on current date.

5.2.5 Restrict GL date

As described above, the GL date cannot be changed as well.

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5.2.6 Receipt Method restriction for customers other than CASH

This personalization prevents cash receipt being entered against customers other than ‘All Cash
Customers’.
Condition:
:RGW_FOLDER.M_CUSTOMER_NUMBER <> '23719'

Action:
=(SELECT ARM.NAME
FROM RA_CUST_RECEIPT_METHODS RCR, AR_RECEIPT_METHODS ARM
WHERE ARM.RECEIPT_METHOD_ID = RCR.RECEIPT_METHOD_ID
AND RCR.SITE_USE_ID = :RGW_FOLDER.M_LOCATION)

This personalization also displays the remaining balance of selected SDR:

=(SELECT 'Remaning Invoice Amount'

|| ' '
|| IBL_REMANING_AMOUNT (FND_PROFILE.VALUE ('ORG_ID'),
:RGW_FOLDER.ATTRIBUTE2,
:RGW_FOLDER.M_CUSTOMER_NUMBER
)

FROM DUAL)

The function used in above query is as follows:

CREATE OR REPLACE FUNCTION APPS.IBL_REMANING_AMOUNT (
P_ORG_ID NUMBER,
P_PURCHASE_ORDER VARCHAR2,
P_CUST_NUMBER NUMBER )
RETURN VARCHAR2
IS V_PURCHASE_ORDER VARCHAR2 (500);
BEGIN
SELECT SUM (APSA.AMOUNT_DUE_REMAINING)
INTO V_PURCHASE_ORDER
FROM RA_CUSTOMER_TRX_ALL RCTA,
AR_PAYMENT_SCHEDULES_ALL APSA,
AR_CUSTOMERS ACA
WHERE RCTA.CUSTOMER_TRX_ID = APSA.CUSTOMER_TRX_ID
AND RCTA.ORG_ID = APSA.ORG_ID
AND ACA.CUSTOMER_ID = APSA.CUSTOMER_ID
AND RCTA.BILL_TO_CUSTOMER_ID = ACA.CUSTOMER_ID
AND RCTA.PURCHASE_ORDER = P_PURCHASE_ORDER
AND ACA.CUSTOMER_NUMBER = P_CUST_NUMBER
AND RCTA.ORG_ID = P_ORG_ID;

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RETURN (V_PURCHASE_ORDER);
EXCEPTION
WHEN NO_DATA_FOUND THEN RETURN NULL;
END;

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5.2.7 Receipt Method Restriction for All Cash Customer

This personalization prevents methods other than cash receipt being entered for ‘All Cash Customer’.
Condition:
:RGW_FOLDER.M_CUSTOMER_NUMBER = '23719'

Action:
=(SELECT ARM.NAME
FROM RA_CUST_RECEIPT_METHODS RCR, AR_RECEIPT_METHODS ARM
WHERE ARM.RECEIPT_METHOD_ID = RCR.RECEIPT_METHOD_ID
AND RCR.SITE_USE_ID = :RGW_FOLDER.M_LOCATION)

This personalization also displays the remaining balance of selected SDR:

=(SELECT 'Remaning Invoice Amount'

|| ' '
|| IBL_REMANING_AMOUNT_CASH (FND_PROFILE.VALUE ('ORG_ID'),
:RGW_FOLDER.ATTRIBUTE2,
:RGW_FOLDER.M_CUSTOMER_NUMBER
)

FROM DUAL)

The function used in above query is as follows:

CREATE OR REPLACE FUNCTION APPS.IBL_REMANING_AMOUNT_CASH (
P_ORG_ID NUMBER,
P_PURCHASE_ORDER VARCHAR2
)
RETURN VARCHAR2
IS
V_PURCHASE_ORDER VARCHAR2 (500);
BEGIN
SELECT SUM (NVL (APSA.AMOUNT_DUE_REMAINING, 0))
INTO V_PURCHASE_ORDER
FROM AR_PAYMENT_SCHEDULES_ALL APSA, RA_CUSTOMER_TRX_ALL RCTA
WHERE RCTA.CUSTOMER_TRX_ID = APSA.CUSTOMER_TRX_ID
AND RCTA.ORG_ID = APSA.ORG_ID
AND RCTA.PURCHASE_ORDER = P_PURCHASE_ORDER
AND RCTA.TERM_ID = 5
AND RCTA.ORG_ID = P_ORG_ID;

RETURN (V_PURCHASE_ORDER);
EXCEPTION
WHEN NO_DATA_FOUND
THEN
RETURN NULL;
END;

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5.2.8 Populate Location of Customer

When cursor is moved to transaction number field, system defaults location of customer based on
selected SDR. This personalization is triggered for customers other than ‘All Cash Customer’.
Condition:
:RGW_FOLDER.M_CUSTOMER_NUMBER <> '23719'
AND
:RGW_FOLDER.ATTRIBUTE13 <> 'Y'

The location is defaulted by following query:

=(SELECT MAX (HCSUA.SITE_USE_ID)

FROM AR_CUSTOMERS ACA,
HZ_CUST_ACCT_SITES_ALL HCASA,
HZ_CUST_SITE_USES_ALL HCSUA,
HZ_CUST_ACCOUNTS HCA,
RA_CUSTOMER_TRX_ALL RCTA,
RA_CUST_RECEIPT_METHODS RCRM
WHERE ACA.CUSTOMER_ID = HCASA.CUST_ACCOUNT_ID
AND HCASA.CUST_ACCT_SITE_ID = HCSUA.CUST_ACCT_SITE_ID
AND HCA.CUST_ACCOUNT_ID = HCASA.CUST_ACCOUNT_ID
AND HCSUA.SITE_USE_CODE = 'BILL_TO'
AND HCSUA.STATUS = 'A'
AND RCTA.BILL_TO_CUSTOMER_ID = ACA.CUSTOMER_ID
AND RCTA.BILL_TO_SITE_USE_ID = HCSUA.SITE_USE_ID
AND RCTA.PURCHASE_ORDER IS NOT NULL
AND RCRM.SITE_USE_ID = HCSUA.SITE_USE_ID
AND RCRM.RECEIPT_METHOD_ID =
DECODE (RCRM.RECEIPT_METHOD_ID,
1001, 1001,
1005
)
AND RCRM.CUSTOMER_ID = ACA.CUSTOMER_ID
AND RCTA.PURCHASE_ORDER = :RGW_FOLDER.ATTRIBUTE2
AND ACA.CUSTOMER_NUMBER = :RGW_FOLDER.M_CUSTOMER_NUMBER)

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5.2.9 Disable update of receipt method for Cash receipt

This personalization disables the receipt method field once Cash receipt method is selected. We disable
both insert and update options if following condition is met:

:RGW_FOLDER.M_PAYMENT_METHOD_DSP in
('Cash/Direct Deposit Receipt', 'Deposit Slip', 'Cash Receipt')

5.2.10 Default Other Instrument Receipt Method

If user selects other instrument on receipt DFF, receipt method is defaulted.
Condition:
:RGW_FOLDER.ATTRIBUTE3 = 'OTH INST'

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5.2.11 Miscellaneous Receipt - Cash Amount Restriction

At IBL miscellaneous receipt option is used to record petty cash expenses. Therefore only negative
amounts are allowed due to this personalization. The system displays a warning message and clears
amount if following conditions are met:

:RGW_FOLDER.AMOUNT >= 0
AND
(:RGW_FOLDER.M_ACTIVITY='IBL Main Branch Expenses'
OR
:RGW_FOLDER.M_TYPE = 'MISC')
AND
:RGW_FOLDER.ORG_ID <> 230

5.2.12 Menu Key: Cash Denomination

After entering cash receipt, user enters detailed denominations of the cash in a quality plan. This plan
can be accessed using a menu key created by this personalization.

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5.2.13 Enter Cash Denomination Form

Once the menu is created, we program the system to perform specific action (Open quality plan) when it
is clicked using this personalization.
First, global variables are created to store receipt number and ID:

Next, quality plan function is launched with quality plan id parameter:

= 'QA_CUSTOM_CHILD_PLANS = "' || (SELECT QP.PLAN_ID

FROM QA_PLANS QP
WHERE QP.NAME LIKE '%CASH%DENOMINATION%'
AND QP.ORGANIZATION_ID =
TO_CHAR ((SELECT MP.ORGANIZATION_ID
FROM MTL_PARAMETERS MP, HR_ORGANIZATION_INFORMATION I
WHERE MP.ORGANIZATION_ID = I.ORGANIZATION_ID
AND I.ORG_INFORMATION_CONTEXT = 'Accounting Information'
AND I.ORG_INFORMATION3 =
TO_CHAR (FND_PROFILE.VALUE ('ORG_ID')))
)) || '"'

5.2.14 Enter Cash Denomination Automatically (Apply Form)

Cash denomination quality plan is opened automatically by changing the trigger event to ‘WHEN-NEW-
BLOCK-INSTANCE’ and setting trigger object as ‘APP_FOLDER’ instead of ‘MENU1’.

The remaining actions are performed as described in above personalization.

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5.2.15 Generate sequence number on Receipt number field

When cash receipt is entered in system, receipt number is automatically generated for the receipt. The
system checks following conditions:
:RGW_FOLDER.M_PAYMENT_METHOD_DSP = 'Cash Receipt'
AND
:RGW_FOLDER.M_RECEIPT_NUMBER is null

The receipt number is generated by following SQL statement:

= TO_CHAR(SYSDATE,'RRRR')
||'-'|| (SELECT IBL_CREATE_RECEIPT_MTHD_SEQ_F
( 'IBL_RECEIPT_METHOD_SEQ_'
|| TO_CHAR (SYSDATE, 'RRRR'))
FROM DUAL)

The function used in above statement is as follows:

CREATE OR REPLACE FUNCTION APPS.IBL_CREATE_RECEIPT_MTHD_SEQ_F (
P_SEQ_NAME IN VARCHAR2)
RETURN VARCHAR2
IS
L_VAL NUMBER;
FLAG CHAR (1);
PRAGMA AUTONOMOUS_TRANSACTION;
BEGIN
BEGIN
SELECT 'Y'
INTO FLAG
FROM USER_SEQUENCES
WHERE SEQUENCE_NAME = UPPER (P_SEQ_NAME);

EXCEPTION
WHEN NO_DATA_FOUND THEN FLAG := 'N';
WHEN TOO_MANY_ROWS THEN FLAG := 'N';
WHEN OTHERS THEN FLAG := 'N';
END;
IF FLAG = 'N'
THEN
EXECUTE IMMEDIATE 'CREATE SEQUENCE apps.'
|| P_SEQ_NAME
|| ' START WITH 1 INCREMENT BY 1 NOCACHE NOCYCLE';
EXECUTE IMMEDIATE 'select ' || P_SEQ_NAME || '.nextval from dual'
INTO L_VAL;
ELSIF FLAG = 'Y'
THEN
EXECUTE IMMEDIATE 'select ' || P_SEQ_NAME || '.nextval from dual'
INTO L_VAL;
END IF;
RETURN L_VAL;
END;

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5.2.16 To Impose Cheque Limit on Receipt

This personalization clears receipt amount and displays warning if cheque limit is exceeded. This is
determined by the condition below:

(:RGW_FOLDER.AMOUNT +
(SELECT NVL ((SELECT SUM (NVL (ARAA.AMOUNT_APPLIED, 0)) AA
FROM AR_CASH_RECEIPTS_ALL ACRA,
AR_RECEIVABLE_APPLICATIONS_ALL ARAA,
AR_CASH_RECEIPT_HISTORY_ALL ACRHA,
AR_CUSTOMERS ACA
WHERE ACRA.CASH_RECEIPT_ID = ARAA.CASH_RECEIPT_ID
AND ACRA.ORG_ID = ARAA.ORG_ID
AND ACRHA.CASH_RECEIPT_ID = ARAA.CASH_RECEIPT_ID
AND ACRHA.STATUS IN ('CONFIRMED', 'REMITTED')
AND ACA.CUSTOMER_ID = ACRA.PAY_FROM_CUSTOMER
AND ACRA.RECEIPT_METHOD_ID IN ('1001')
AND ACRHA.CURRENT_RECORD_FLAG = 'Y'
AND ACRA.ORG_ID = :RGW_FOLDER.ORG_ID
AND ACRA.PAY_FROM_CUSTOMER = :RGW_FOLDER.CUSTOMER_ID
AND NVL (ACRA.ATTRIBUTE8, ACRA.ATTRIBUTE7) =
NVL (:RGW_FOLDER.ATTRIBUTE8,
:RGW_FOLDER.ATTRIBUTE7)),0) AA
FROM DUAL))
>(SELECT SUM (TO_NUMBER (QR.CHARACTER7))
FROM QA_RESULTS QR
WHERE QR.PLAN_ID = DECODE (:RGW_FOLDER.ORG_ID,
255, 2155,
224, 126,
226, 127
)
AND QR.CHARACTER2 = :RGW_FOLDER.CUSTOMER_NUMBER
AND QR.CHARACTER5 = NVL (:RGW_FOLDER.ATTRIBUTE8,:RGW_FOLDER.ATTRIBUTE7))

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5.3 Remittances (AR_ARXRWMAI_REMITTANCES)

5.3.1 Default JV amount when total Receipt Amount is less than JV amount
This personalization is used to default the petty cash amount in the JV selected on remittances DFF is the
amount is less than the receipt amount.
Condition:
:BOE_REMIT_REC_CONTROL.REMIT_AMOUNT <=
(SELECT IBL_JV_AMT (:AR_BATCHES_SUM.ATTRIBUTE1, :AR_BATCHES_SUM.ORG_ID)
FROM DUAL)

5.3.2 Default JV amount when total Receipt Amount is greater than JV amount
This personalization defaults petty cash amount if total JV amount is greater than the selected receipt.
Condition:
:BOE_REMIT_REC_CONTROL.REMIT_AMOUNT >
(SELECT IBL_JV_AMT (:AR_BATCHES_SUM.ATTRIBUTE1, :AR_BATCHES_SUM.ORG_ID)
FROM DUAL)

Action:
=(SELECT
CASE
WHEN ((:BOE_REMIT_REC_CONTROL.REMIT_AMOUNT - (SELECT
IBL_JV_AMT(:AR_BATCHES_SUM.ATTRIBUTE1,:AR_BATCHES_SUM.ORG_ID) FROM DUAL)) <
:BOE_REMIT_RECEIPTS.RECEIPT_AMOUNT)
THEN (:BOE_REMIT_RECEIPTS.RECEIPT_AMOUNT -
(:BOE_REMIT_REC_CONTROL.REMIT_AMOUNT - (SELECT
IBL_JV_AMT(:AR_BATCHES_SUM.ATTRIBUTE1,:AR_BATCHES_SUM.ORG_ID) FROM DUAL)))
WHEN ((:BOE_REMIT_REC_CONTROL.REMIT_AMOUNT - (SELECT
IBL_JV_AMT(:AR_BATCHES_SUM.ATTRIBUTE1,:AR_BATCHES_SUM.ORG_ID) FROM DUAL)) >
:BOE_REMIT_RECEIPTS.RECEIPT_AMOUNT)
THEN ((SELECT 0 FROM DUAL))
END
FROM DUAL)

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6. Quality Plans Personalization

6.1 Enter Quality Results (QARSMDF)
6.1.1 Default Receipt ID and Receipt Number
This personalization defaults the receipt ID and receipt number from global variables created on receipt
form for the cash denomination quality plan.

6.1.2 Calculate Amount in Cash Denomination

This personalization calculates total amount based on denominations entered in quality plan for user.
The total amount calculation is as follows:

=((:Q_RES.DISPLAY6*5000) +(:Q_RES.DISPLAY7*1000) +(:Q_RES.DISPLAY8*500)

+(:Q_RES.DISPLAY9*100) +(:Q_RES.DISPLAY10*50) +(:Q_RES.DISPLAY11*20)
+(:Q_RES.DISPLAY12*10) +(:Q_RES.DISPLAY13*5) +(:Q_RES.DISPLAY14*2)
+(:Q_RES.DISPLAY15*1))

6.1.3 Default Organization ID

This personalization defaults organization ID on various quality plans.

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6.1.4 Default Shipment Number in 'Document Number' field

This personalization defaults document number on Inter Org transfer plans from global variable.

6.1.5 Default Document Number in INTERORG AA Transfer

This personalization defaults document number on INTERORG AA Transfer plans based on following SQL
Statement:

= (SELECT NVL (MAX (MMT.TRANSACTION_SET_ID), 0)

FROM MTL_MATERIAL_TRANSACTIONS MMT, MTL_GENERIC_DISPOSITIONS MGD
WHERE MMT.TRANSACTION_SOURCE_ID = MGD.DISPOSITION_ID
AND MMT.ORGANIZATION_ID = MGD.ORGANIZATION_ID
AND MGD.SEGMENT1 = 006
AND MMT.ORGANIZATION_ID = :Q_RES.ORGANIZATION_ID
AND TRANSACTION_TYPE_ID = 31)

6.1.6 Default Document Number in INTERORG AA Receipt

This personalization defaults document number on INTERORG AA Receipt plans based on following SQL
Statement:

= (SELECT NVL (MAX (MMT.TRANSACTION_SET_ID), 0)

FROM MTL_MATERIAL_TRANSACTIONS MMT, MTL_GENERIC_DISPOSITIONS MGD
WHERE MMT.TRANSACTION_SOURCE_ID = MGD.DISPOSITION_ID
AND MMT.ORGANIZATION_ID = MGD.ORGANIZATION_ID
AND MGD.SEGMENT1 = 001
AND MMT.ORGANIZATION_ID = :Q_RES.ORGANIZATION_ID
AND TRANSACTION_TYPE_ID = 41)

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6.1.7 Default Legacy code for Sales channel mapping

This personalization defaults Legacy code of customer on Sales channel mapping quality plan based on
following SQL Statement:

=(SELECT ACA.ATTRIBUTE5
FROM AR_CUSTOMERS ACA
WHERE TO_CHAR (ACA.CUSTOMER_ID) = :Q_RES.CHARACTER6)

6.1.8 Display message for duplicate record while entering Cash denominations
If user enters more than one cash denomination record for a single receipt, the system displays an error.
Duplication of record is detected by following condition:

:Q_RES.PLAN_ID IN (101, 122, 2144, 2145)

AND
(SELECT COUNT (QR.CHARACTER1)
FROM QA_RESULTS QR
WHERE QR.PLAN_ID = :Q_RES.PLAN_ID AND QR.CHARACTER1 = :Q_RES.DISPLAY1) > 0

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