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Customization in GL Journal Entry posting

1011283 Newbie
Currently Being Moderated

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 Explorer
    Currently Being Moderated

    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 Newbie
    Currently Being Moderated

    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 Newbie
    Currently Being Moderated

    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 Explorer
    Currently Being Moderated

    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 Expert
    Currently Being Moderated

    Hello Prasanna.

     

    To get the user id use:

    =fnd_global.user_id

     

     

    Octavio

  • 6. Re: Customization in GL Journal Entry posting
    1011283 Newbie
    Currently Being Moderated

    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 Explorer
    Currently Being Moderated

    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 Newbie
    Currently Being Moderated

    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 Expert
    Currently Being Moderated

    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 Newbie
    Currently Being Moderated

    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 Expert
    Currently Being Moderated

    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 Newbie
    Currently Being Moderated

    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 Expert
    Currently Being Moderated


    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 Newbie
    Currently Being Moderated

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

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