How to change a LOV query from Forms Personalization

MODULE:
Oracle Payables - Version 12.1.0 to 12.1.3 [Release 12.1] Information in this document applies to any platform.

PURPOSE
The purpose of this document is to highlight a product feature in depth, it is related to form personalization and how to use record groups that is one of the requrirement that needed to add additional condition to the LOV query or to populate the LOV all together from a SQL. Its a simple four step process: Step1:Get the Query that of the LOV of the standard form. You can do it by opening the standard form in the form builder or Get the query by taking the trace of the form and getting the query from the trace. Step2:add a few more conditions to the query just add the conditions In other case create a view with column same as in the standard query. Step3:In this step on when new form instance will create the record Group from query. Step4:Attach the record group to the LOV you want to change.

DETAILS
Step1:Get the Query that of the LOV of the standard form. You can do it by opening the standard form in the form builder or Get the query by taking the trace of the form and getting the query from the trace.

Example: User needs to remove the Quick payment type from the LOV on the Payment Workbench (APXPAWKB.fmb) form.

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

1. Log into the WinSCP : Start WinSCP from Start>All Program>Putty>WinSCP4 2. Enter Host name, user and password.

3. Go to the directory for form APXPAWKB.fmb and download the form to the desktop:

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

$ORACLE_HOME/apps/apps_st/appl/au/12.0.0/forms 4. Open the form using form builder.

5. Open the LOV then PAY_VALID_PAYMENT_TYPES to check the Record Group value for this LOV.

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

6. Open Record Group value VALID PAYMENT TYPES to check the standard SQL edit.

Step2:add a few more conditions to the query just add the conditions In other case create a view with column same as in the standard query.

1. Get the standard SQL and edit it with the new Value to remove the Quick payment from the LOV: select displayed_field, lookup_code from ap_lookup_codes, where lookup_type = PAYMENT TYPE and lookup_code not in (A,N,Q) order by upper(displayed_field)

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

Step3:In this step on when new form instance will create the record Group from query. 1. Open the payment workbench form. 2. Help>Custom Code>Personalize. 3. Enter the data in the form below. o Seq : 10 o Description: Payment Type LOV o Level: Function
Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

o o o

Enabled: check the box Triger Event: When new form instance Processing mode: Both

1. Actions tab: Create a record group Seq:1 Description: LOV Enabled: check the box. Builtin Type: Create Record Group From Query Argument: this SQL is taken from the APXPAWKB.fmb form and edited.

select displayed_field, lookup_code from ap_lookup_codes, where lookup_type = PAYMENT TYPE and lookup_code not in (A,N,Q) order by upper(displayed_field) Group Name: XX_PAYMENT_TYPE

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

Step4:Attach the record group to the LOV you want to change. 1. Attach the record group with the LOV: Type: Property Object Type: LOV Property Name: GROUP_NAME

2. Change the default Value of the Payment Type field. a. Object Type: Item b. Target Object: PAY_SUM_FOLDER.PAYMENT_TYPE c. Property Name: VALUE d. Value: Manual

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |

e. Apply Now. f. Close the form and re-open.

Junaid Iftikhar Ahmed | Sr.Oracle Solution Architect & PM| BCS-SE, MBA-FIN, SCM-EXP |