1 Reply Latest reply on May 31, 2011 10:53 PM by Sandeep Gandhi, Consultant

    Problem with Oracle Sales Order forms personalization

    CSK
      Hi All,

      We have a problem in personalization of Sales order form.Here we are trying to personalize three field based on order type

      Scenario :

      Nav-->Oredr Management Super User-->Orders,returns-->Sales Orders-->order type-->standard

      In this type if we are navigating to lines it should ask the following fields as mandatory
      (Nav-->Oredr Management Super User-->Orders,returns-->Sales Orders-->others form)

      1.Shipping Method
      2.Freight Terms
      3.Shipment priority


      Nav-->Oredr Management Super User-->Orders,returns-->Sales Orders-->order type-->Bill only & Internal & RMA


      then it should navigate to line items without asking those three mandatory fields.

      For that we did the following Personalization through Help-->Diagnostics-->Custom Code-->Personalize

      Level--> Form level
      Enabled-->Yes

      Condition

      Trigger Event: When-Validate-Record
      Trigger Object: Order
      Condition : (:ORDER.ORDER_TYPE not like '%INTERNAL') and (:ORDER.ORDER_TYPE not like '%BILL%') and (:ORDER.ORDER_TYPE not like '%RMA')

      Processing mode : both
      level:site


      Actions

      seq:10
      type:property
      description:Make field mandatory
      language:all
      enabled:yes

      object type:item
      target object :ORDER.SHIPPING_METHOD
      property name:REQUIRED
      value:TRUE

      Actions

      seq:10
      type:property
      description:Make field mandatory
      language:all
      enabled:yes

      object type:item
      target object :ORDER.Freight terms
      property name:REQUIRED
      value:TRUE



      Actions

      seq:10
      type:property
      description:Make field mandatory
      language:all
      enabled:yes

      object type:item
      target object :ORDER.shipment priority
      property name:REQUIRED
      value:TRUE


      Problem

      If the ordre type is standard the following fields should be mandatory without those fields it should not navigate to line items

      1.Shipping Method
      2.Freight Terms
      3.Shipment priority

      If the ordar type as Bill only or Internal or RMA

      1.Shipping Method
      2.Freight Terms
      3.Shipment priority

      non mandatory should navigate to line items

      for that we did three personalization for those three fields as above mentioned

      but the problem is

      when we first select the ordar type as Bill only or Internal or RMA it is working as expected the fiel sare non mandatory the without closing the form if we select order type as standard then if i try to navigate lines it is not allowing me without entering the three fields. But incase first we are select the order type as standard then we navigiting to lines it is not allowing us without entering those three mandatory fields as expected. Hence the problem is without closing the form now we changed the order type as Bill only or internal or RMA now also those fields remains as mandatory this is issue .

      So hope the problem is clear to you all.

      If somone helps to resolve this ASAP we would thankful to you.

      Thanks in advance

      Regards,
      CSK
        • 1. Re: Problem with Oracle Sales Order forms personalization
          Sandeep Gandhi, Consultant
          Instead of making the fields required, why don't you simply popup a message of the type error if the shipping_method is empty.

          So the personalization will look like this
          trigger => when-validate-record
          condition => (:ORDER.ORDER_TYPE not like '%INTERNAL') and (:ORDER.ORDER_TYPE not like '%BILL%') and (:ORDER.ORDER_TYPE not like '%RMA') and (:order.shipping_method is null)

          action => error message => You cannot save this record because shipping method is not filled in.

          You repeat this personalization for priority as well as freight terms.

          Hope this helps,
          Sandeep Gandhi

          PS: The other option is to use two when-new-record-instance personalizations. The first one makes the fields required if order type =STANDARD.
          And the second personalization make the fields not-required if the order type != STANDARD. Since you don't have this second personalization, the fields remain required even when you select a STANDARD order type.