I would like to create a new custom responsibility, which the responsibility is having access to Standard Customer Form (ARXCUDCI.fmb) , but I would like to make a restriction in the customer search form is that, everytime the responsibility user search by customer number, customer name, party name or what ever search field, I would like to limit to restrict further of searching criteria where SALES_CHANNEL_TYPE = 'RTL' is allowed to populate the customer records, there rest of customer records are not allowed to search out.
This SALES_CHANNEL_TYPE column is from HZ_CUST_ACCOUNTS table.
I have tried the Form Personalization already, but the customer searching form has too many fields for user to search, therefore form personalization will be putting all over the places in the form. Therefore I saw others recommended of doing "Custom DLL"...may I know for my scenario, how to I go about Customer DLL? or any other more effective solution?
Appreciate if anyone can share your experience related to matter above.
You can use Forms Personalization:
On the Condition enter (pay attention to colon)
Condition->:CUST.SALES_CHANNEL_MEANING_MIR <> 'RTL'
On the Action enter:
Builtin Type-> DO_KEY
Let me know if it worked.
Thanks for your sharing...
I tested the steps above it worked for Customer Name that has been filtered with the condition. But I have concern is that, this form has got 17 searching columns which allow user to search, e.g. country, site, postal code.. Even it has Advance Search Page...I am afraight that Form Personalization for each of the field is not an effective idea to get this done.
Any other ideas ?
The personalization i sent you works in this way:
-It does not matter which field you choose to enter the query.
-If a record is found, when the form opens and the cursor hits the Customer Name field, the personalization looks for the content of the Sales Channel field.
-If the content of this field is different from the 'RTL' string, the form Customers form (ARXCUDCI) is cleared.
Independently from the field you fill to perform the query, is a record is found, the Customer Name field is the first the cursor hits when the form is opened.
Can this being done by using VPD (Virtual Private Database)? I read certain blog is that, this VPD is controlled over the database level...but when user login to R12 is using APPS schema, I would like only particular responsibility doing the customer restriction.. Any ideas?