Record History and other Personalizations in R12 Oracle Applications Framework (OAF) Forms Session ID#11324

Transcription

1 Record History and other Personalizations in R12 Oracle Applications Framework (OAF) Forms Session ID#11324 Chris Tyner AXIA Consulting Carole Landgrebe Intelligrated

2 Introductions Record History in R11i R12 OAF pages OAF Personalization Primer How to add Record History Issues with the OAF pages Base Tables for an OAF page How to add your own Record History Please ask questions!!!!! 2

3 AXIA Consulting, LLC Founded in 2005 in Columbus, Ohio, AXIA AXIA Consulting is a premier consulting firm that provides technology and business consulting services to local middlemarket and Fortune 500 companies as well as government agencies. Focused on real, business oriented results, AXIA consistently delivers tremendous value by accomplishing projects on-time and on-budget while achieving our client s strategic, operational, and technology objectives AXIA founding members have been working together for over 20 years Management stability Common goal of client satisfaction Excellent track record of satisfied clients, 100% client reference-ability Oracle Partner - Gold Level Chris Tyner, Senior Consultant, AXIA Consulting 21 years in IT consulting in a variety of industries Working with Oracle Applications since 1993 Release through Presenter at OAUG (1999, 2008) as well as Open World 2011 Lives in the Cleveland area 3

4 Intelligrated, Inc. Founded in 2001 by executives from other conveyor companies, HQ in Cincinnati, OH Company brought up on Oracle EBS at founding, upgraded to R12 in 2010 Grew rapidly to a leading provider material handling solutions in the following industries: Warehouse & Distribution, Manufacturing, Postal & Parcel 2009 Acquisition tripled the size of the company to our current size staff associates 4 US manufacturing plants Canadian and Mexican operations Carole Landgrebe, Senior Business Analyst, Intelligrated Came into IT through the back door originally a manufacturing and distribution manager in the chemical process industry Working with Oracle Applications since 1997 Oracle Consulting, , starting with 10.7 character Intelligrated since 2003 Lives in the Cincinnati area 4

5 Standard audit data on nearly every form Based on the WHO columns on database tables Also shows base table or view While cursor is in a form field, use standard menu bar navigation: > Help > Record History 5

6 Several pages have been migrated from the professional user interface to the new OAF technology for R12: Suppliers Customers Bank Accounts Payments EB Tax Project Management Plus others already existed 6

7 Record History was added as a capability within the features of OAF page Personalization Released as a part of ATG patch in Release Still not turned on automatically in any page you must personalize each page page where this is needed The pages also need to be enhanced to use the Record History Functionality, i.e., Uptake the new feature As a result many R12 OAF pages still do not work with this functionality 7

8 Setups needed to Personalize an OAF page Three profiles must be set to add Record History to R12 pages 8

9 As a note, personalizations can be set at a variety of levels Site (most useful for the Record History feature) Organization Responsibility Can implement many useful features on OAF pages for these security levels, with the quick setting of a property Field Labels Field Size Ordering Fields on a Page Hide Fields (Render = False) Apply Styles (CSS Class property), such as apply UPPER CASE Many more 9

10 Can only be added to the following components in OAF pages Header Table Advanced Table Set those Profile Options, and then open up the OAF page 10

11 Demonstration on a new EB Tax form Choose the Personalization link to open page that lists objects available 11

12 Page to allow you to choose the right object in the region Note the Document Name for management of your Personalizations Choose the right object from the Personalization structure List 12

13 Properties that can be personalized for the object selected 13

14 Set the value of true at the desired level Apply changes to return to Object list 14

15 Click to return to the application, changes will be immediately available 15

16 New Record History icon is available on the page 16

17 When the icon is clicked for a record 17

18 Sometimes when the Record History is added, it doesn t work 18

19 The following pages have been tested to work with Record History capabilities Module/Functional Area Record History Comments EB Tax Payments Customers Works in certain page items Works in certain page items, such as Payment Process Requests Does not work, see Enhancement Request information at the end of this presentation Suppliers Project Management Employee Self-Service (HR) Bank Accounts (Cash Management) Does not work, see Enhancement Request information at the end of this presentation Does not work Does not work Does not work 19

20 Standard Record History in OAF will only show the User IDs, not the User Name (From FND_USER table) 20

21 Oracle has set up Enhancement Requests to address all of these issues. User Name on Record History, not User ID ER , opened on Feb 2, 2010 Record History uptake on Customer OAF page ER , opened on Jan 7, 2009 Record History uptake on Supplier OAF page ER , opened on Feb 20, 2009 Please attach your company to these ER numbers! 21

22 The other component of the Record History in the original forms is the listing of the base table (or view). This can be discovered on OAF pages, and there is much greater detail available. Begin by setting the Personalize Self-Service Defn Profile option to yes, or you could also just use the FND: Diagnostics profile set to yes. Then open the OAF page in question 22

23 Open the Customers forms Note the About this Page link now shows at the bottom 23

24 For our example, query up a Customer, click through to the Customer Account page 24

25 After Clicking the About this Page link Use the Page Definition region to expand all components 25

26 This provides the following Component list with View Objects listed 26

27 Some View Objects have hyperlinks to the definition, such as the example from the previous slide Full query for the View Objects is displayed 27

28 If the View Object name was not hyperlinked, note the name and find it in the Select a view object drop down Click the Get Details button to open the details for that View Object 28

29 The full list of View Objects was also available from the first page into the About this Page link. Expand the Business Component Reference Details 29

30 Full list of View Objects for the page are displayed 30

31 Once the OAF personalization skills have been mastered, you can configure a version of record history in most OAF pages. We compiled a white paper with several options, some of which involve OAF page development skills First we ll talk about a partial solution which only involves OAF Personalization techniques (no custom development) 31

32 Going back to the View Object Definition, most of these are defined with the WHO columns included from the main table. Go back to the Customer Account page: 32

33 Using the About this Page link, we see the View Object includes Last Update Date, Last Updated By... 33

34 Return to the application page, and then click the link to Personalize Create Account. We are going to add new fields to our page to display the WHO columns. 34

35 Use the Create Item icon to add a new field to the area of the page. You also have a chance to re-order fields once the additions are made. 35

36 Create Item page will display, choose the Message Text Input item style (the Property List will change slightly). 36

37 Set the following Properties for our new Creation Date field: Level = Site Item Style = Message Text Input (Note that we can not use the Message Styled Text type here because this region was intended for the update of data) ID = Creation_Date_Value (This is a unique name that you can make up, must contain no spaces) Data Type = DATETIME (We want to see the date and time stamp) Prompt = Creation Date (Label for this field on the page) Read Only = true Rendered = true (This causes it to be visible on the page) View Attribute = CreationDate (The field as it is listed on the Attribute list on the View Object description page) View Object = HzPuiCrUpCustActVO (The exact name of the view Object) 37

38 Apply the changes and page component list is updated. 38

39 Click the Return to Application link and observe the new field... 39

40 Repeat with other WHO columns to complete the result. 40

41 A more complete Record History solution would modify the View Object to include joins to FND_USER. Then you could display the user_name field. This requires developer skills and JDeveloper. The Whitepaper from this session will walk you through an example of generating a custom View Object in JDeveloper. 41

42 A View Object is generated based off an existing one. Then a substitution of the new View Object is performed. 42

43 The new user name fields in the View Object are added to the Supplier page as previously described. A picture of a customized Supplier page... 43

44 Questions? Comments? 44

45 THANK YOU Chris Tyner AXIA Consulting 45