Personalization to Restrict Values in Customer Name

,Number LOV in Sales Order Form

Purpose : Restrict Values in Customer Name, Number LOV in Sales Order Form

Example :
We Have In Customer LOV All Customer Defined In server And We Want To Restrict LOV To Customer Have Active Site To
Default Operating Unit In Responsibility

Target :
Restrict Customer And Customer Number LOV
/oracle/VIS/db/tech_st/11.1.0/admin/VIS_vision/diag/rdbms/vis/VIS/trace

Transfer File To Desktop

Find For Customer Table HZ_PARTIES PARTY

select party.party_name, party.party_number registry_id, party.party_type,

acct.cust_account_id cust_account_id, acct.account_number account_number,
acct.account_name account_description, party.email_address email_address,
nvl(party.gsa_indicator_flag,'N') gsa_indicator FROM HZ_PARTIES PARTY, hz_cust_accounts
acct WHERE (PARTY_NAME LIKE :1) AND ( acct.party_id=party.party_id AND acct.status='A'
) order by party_name
-------------------------------------------------------------------------------------------
1. Create condition: WHEN-NEW-FORM-INSTANCE
 2. Action Tab:
a. Choose the type Builtin and select Built in type 'Create Record Group From Query'
Write your query and give it group name.

Add any Where Condition To Select

----- XX_CUST_NAME ----------
SELECT party.party_name,
acct.account_number registry_id,
party.party_type,
acct.cust_account_id cust_account_id,
party.party_number account_number,
acct.account_name account_description,
party.email_address email_address,
NVL (party.gsa_indicator_flag, 'N') gsa_indicator
FROM HZ_PARTIES PARTY, hz_cust_accounts acct
WHERE acct.party_id = party.party_id AND acct.status = 'A'
-- and acct.ATTRIBUTE17='Y'
and exists (select CUST_ACCOUNT_ID from HZ_CUST_ACCT_SITES_ALL
where 1=1
and ORG_ID in (:parameter.old_org_id,-99)
and CUST_ACCOUNT_ID=acct.CUST_ACCOUNT_ID
and STATUS='A'
and SHIP_TO_FLAG is not null)
ORDER BY party_name

--------------------------------------------------------------------------------
 b. Choose the type Property, Object type as Lov and enter the field name in
Target object= SOLD_TO
Property Name = GROUP_NAME
Value = XX_CUST_NAME (The Same Name In The Previous Step)

Save Your Work

Close Form
Switch Responsibility
Test Scenario
‫‪Done‬‬
‫الحمد هلل‬
Purpose : Restrict Values in Customer Number LOV in Sales Order Form

Example :
We Have In Customer LOV All Customer Defined In server And We Want To Restrict LOV To Customer Have Active Site To
Default Operating Unit In Responsibility
 1. Action Tab:
a. Choose the type Builtin and select Built in type 'Create Record Group From Query'
Write your query and give it group name.

Add any Where Condition To Select

----- XX_CUST_NUM ----------

select acct.account_number account_number, party.party_name account_description,

party.party_number registry_id, acct.account_name party_name,
party.party_type, acct.cust_account_id cust_account_id,
party.email_address email_address, nvl(party.gsa_indicator_flag,'N') gsa_indicator
FROM
HZ_PARTIES PARTY, hz_cust_accounts acct WHERE (acct.party_id=party.party_id AND acct.status='A'
)
and exists (select CUST_ACCOUNT_ID from HZ_CUST_ACCT_SITES_ALL
where 1=1
and ORG_ID IN (:parameter.old_org_id,-99)
and CUST_ACCOUNT_ID=acct.CUST_ACCOUNT_ID
and STATUS='A'
and SHIP_TO_FLAG is not null)
order by party_name

--------------------------------------------------------------------------------

a. Choose the type Property, Object type as Lov and enter the field name in
Target object= CUSTOMER_NUMBER
Property Name = GROUP_NAME
Value = XX_CUST_NUM (The Same Name In The Previous Step)

Save Your Work

Close Form
Switch Responsibility
Test Scenario
‫‪Done‬‬
‫الحمد هلل‬