1 2 Previous Next 19 Replies Latest reply: Jul 12, 2013 1:09 AM by 1011283 RSS

    Customization in GL Journal Entry posting

    1011283

      Hi,

       

       

      We are in EBS version 11.5.10.2. We have a requirement in GL that the Journal entries created by a person should not be able to post the same. Please let me know if there is a feasible solution approach to this requirement.

       

       

      Thanks,

      Prasanna

        • 1. Re: Customization in GL Journal Entry posting
          ThAn

          Hi,

           

          i think you can achieve this via forms personalization, where you could disable posting button depending
          on the user currently being logged in and entering/updating a journal batch.

          In addition it might be possible to exclude journal batches in the post journals window based on the
          same condition.

           

          Regards

          • 2. Re: Customization in GL Journal Entry posting
            AbHi27

            Hi,

             

            You can enable "Approval Required" for the journal sources, which will not allow the user to Post unless an approval is provided.

             

            Regards

            • 3. Re: Customization in GL Journal Entry posting
              1011283

              Hi,

               

              I tried personalizing as below, but couldnt get value for current user id.

               

              Trigger Event : WHEN-NEW-RECORD-INSTANCE

              Trigger Object : FOLDER

              Condition : :FOLDER.CREATED_BY = :$PROFILES$.USER_ID

               

              But, when I click validate, I am getting the error "The condition :FOLDER.CREATED_BY = :$PROFILES$.USER_ID could not be evaluated because of error ORA-00911: invalid character

               

              Could you please help me in how to use the :$PROFILES$.USER_ID to get the current user

               

              Thanks,

              Prasanna

              • 4. Re: Customization in GL Journal Entry posting
                ThAn

                Hi,

                i did it following way:

                create first sequence to disable posting button (summary folder which shows result of batch/journal query)

                - trigger event: when_new_item_instance

                - trigger object: folder.show_batch_status

                - condition: :folder.created_by = fnd_profile.user_id

                - processing type: both

                - action type: property

                - action object type: item

                - action Target object: control.folder_post

                - action property name: enabled

                - action value : false

                 

                create second sequence to disable posting button (enter journals screen)

                - trigger event: when_new_item_instance

                - trigger object: header.name

                - processing type: both

                - condition: :folder.created_by = fnd_profile.user_id

                - action type: property

                - action object type: item

                - action Target object: control.header_post

                - action property name: enabled

                - action value : false

                 

                create third sequence to enable posting button (summary folder which shows result of batch/journal query)

                - trigger event: when_new_item_instance

                - trigger object: folder.show_batch_status

                - condition: :folder.created_by != fnd_profile.user_id

                - processing type: both

                - action type: property

                - action object type: item

                - action Target object: control.folder_post

                - action property name: enabled

                - action value : true

                 

                 

                create fourth sequence to disable posting button (enter journals screen)

                - trigger event: when_new_item_instance

                - trigger object: header.name

                - processing type: both

                - condition: :folder.created_by != fnd_profile.user_id

                - action type: property

                - action object type: item

                - action Target object: control.header_post

                - action property name: enabled

                - action value : true

                 

                First and third sequence are for setting button property in batch/journal query screen before entering/reviewing
                journals, as there might be journals/batches in result coming from either current or different user, so that

                scrolling over result list will enable/disable button depending on created_by.

                 

                Second and forth personalization are for enabling / disabling posting button in journal entry/review screen.

                 

                Hope this helps

                 

                Regards

                • 5. Re: Customization in GL Journal Entry posting
                  Octopus Rex

                  Hello Prasanna.

                   

                  To get the user id use:

                  =fnd_global.user_id

                   

                   

                  Octavio

                  • 6. Re: Customization in GL Journal Entry posting
                    1011283

                    Hi,

                     

                    Sorry for the delayed reply.. I tried the above. But on saving, the form resets the personalization that we do and enables the Post button again. I tried personalizing on the WHEN-VALIDATE-RECORD trigger too. But the personalization is getting reset, and the button gets enabled again.

                     

                    Thanks,

                    Prasanna

                    • 7. Re: Customization in GL Journal Entry posting
                      ThAn

                      Hi,

                       

                      could you please check if execution of custom code is set to "Off"? You can do this

                      by menu "Help", option "Diagnostics" and "Custom Code", if this is set to "Off", all
                      Personalizations will not be executed, it should be set to "Normal".

                       

                      Regards

                      • 8. Re: Customization in GL Journal Entry posting
                        1011283

                        Hi,

                         

                        It is set to "Normal" only. My issue is Personalization is getting executed, but get resets after all the trigger completes.

                         

                        Thanks,

                        Prasanna

                        • 9. Re: Customization in GL Journal Entry posting
                          Octopus Rex

                          Hi Prasanna.

                          Did you try to fire the Action when the user hits the "Post" flag?

                           

                          Octavio

                          • 10. Re: Customization in GL Journal Entry posting
                            1011283

                            Can you pls advice how to fire the Action when user hits "Post" button? I found there is no trigger getting triggered during that action

                            • 11. Re: Customization in GL Journal Entry posting
                              Octopus Rex

                              Hi.

                              It is not the "Post" button, but the "Post" flag. It will be:

                               

                              Trigger Event->WHEN-NEW-ITEM-INSTANCE

                              Trigger Object->BATCHES.POST

                               

                              Now on the condition verify is the user id is is equal to :BATCHES_LAST_UPDATED_BY and disable the post button.

                               

                              Octavio

                              • 12. Re: Customization in GL Journal Entry posting
                                1011283

                                Hi Octavio,

                                 

                                The event BATCHES.BATCH_POST or CONTROL.HEADER_POST or CONTROL.FOLDER_POST doesn't get triggered at all. The journal is getting posted successfully.

                                 

                                Thanks,

                                Prasanna

                                • 13. Re: Customization in GL Journal Entry posting
                                  Octopus Rex


                                  Hi Prasanna.

                                  Are we talking about the same form? The Post Journals window? Navigation = Journals/Post?

                                   

                                  Octavio

                                  • 14. Re: Customization in GL Journal Entry posting
                                    1011283

                                    Sorry, no, the form is Enter journal. Navigation - Journals > Enter > New Journal > (enter value, save) > Post

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