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7/28/2019 Assets Personalization Presentation for Eastern States
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Using the New Forms 6iPersonalization Capability toEnforce Business Rules inOracle Assets
Ca s e S tu d y 11i.10
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Goals of Presentation
Overview of our Project
Business case for custom logicPossible ApproachesCapabilities of Forms 6i PersonalizationStep by Step Approach for our RequirementsOther Personalizations in ScopeSummary
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Overview of Project
Large 11i Installation PA, AP, GL, POinstalledRetailer US and Canada
6000 + Locations1.5 MM Asset Recordsin 2 Legacy systems
FA and AR beingimplemented post11.5.10 UpgradeHeavy integration with3 rd Party EAM solutionRapid growth in Asset
base expected better tracking abilityIntegration withProperty Tax Solution
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Business Case for Custom Logic
Large number of potential end users geographicallydispersedSeveral key extensions to support businessrequirementsTurnover and training challenges
Previous systems were home grownOther Oracle modules had been tailored through useof 3 rd party applicationsOracle Assets provided too much flexibility need to
restrict and guide users
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Business Case Cont
During various CRP and training sessions
too many holes identifiedFlexibility of Oracle Assets often viewed asnot restrictive enoughDifferent rules for property vs. equipmentDifferent rules for tax vs. financeDid not want Asset / Books Security features
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Our Options
Customization
Forms Triggers Exception or Alert Based Reports
Use Custom Library3 rd Party Tool Already licensed for other appsForms 6i Personalization
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Our Other Considerations
Customization Costly to Build, Test, Support Future patching and upgrades more difficult Customizations are extra cost if hosted3 rd Party Tool
Required additional expertise Desire to limit use of bolt-on products Stated direction to simplifyCustom Library required scarce skilled
development resources
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The Choice Forms 6i Personalization
Recent 11.5.10 Upgradeallowed opportunity to
experiment and consider asa choiceGoal of organization to avoidcustomizationsGoal of organization to avoid
3 rd party solutions Ability to have real timefeedback
Goal of organization tomove into areas supported
by E-Business SuiteOur Business Analysts hadsuccesses at previouscustomers with theseapproaches
Did not require a developer
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Quick Overview of Forms 6iPersonalization Some Background
Core Modules Available in 11.5.10 as wellas Release 12Located near Examine type utilities
Allows for customers to create rules anddecide how and when they are applied
Not initially heavily documented requiredtrial and error, bartering for Oracle internaldocumentation
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Capabilities of PersonalizationRemove fields, buttons, tabs, etc. from the screenbecause they never use them
Re-label fields and buttons to be more insightful or touse a terminology of the customer Change an attribute of a field update, required, etcChange the default value of fieldsRestrict or enable for a user or a responsibility or application (Industry is Future Use)Have conditional logic for when the rule is invokedHave site specific dynamic messages for immediatefeedback
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Capabilities (Cont) Allows you to make declarative changes to a form. Changes get applied at runtime when the proper
trigger event occurs. Changes can get applied based user, resp, etc You can:
Change object properties Execute certain Forms builtins Display helpful, warning or error messages Activate menu entries Prevent Actions
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Rules-Conditions
Determines when a personalization will applyIf Evaluates to True, then something will happen.
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Context Site, Resp, User
* Note that Industry is reserved for Future Use
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Actions
Determine what the personalization will do
Sequence determines Order (you can havemultiple personalizations)Description is for debugging and for documentation purposes
Language can apply to All or one LanguageSet Properties, Display Messages, CallForms or Functions
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Actions - Example
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Reminder Our Goals
Enforce Business Rules above and beyondstandard functionalityRemove some of the flexibility of the
Applications Avoid Customizations of Forms
Avoid use of 3rd
Party Products Avoid use of Custom LibraryUse Forms 6i Personalization to accomplishall of the above
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For our study- Business Rules
1.Prevent Override of Depreciation ExpenseSegment as Defined onthe Category2.Limit use of locationcombinations to thoseapplicable to thecorporate book US,CA
3.Make RetirementType a mandatory fieldfor reporting andaccounting purposes4.Enforce use of uppercase whenentering or queryingdescriptions
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Prevent Override of Deprn Segment
Categories suggest a default expense
accountUser can override on the Quick AdditionsFormUser can override on the Detailed AdditionsformWe can end up with deprecation expense inwrong accounts
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Standard Quick Additions Functionality Default from Category
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Quick Additions Allows Override
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Case One - Background Research
Quick Additions and Detailed Additions Form are allpart of the Asset Workbench Form Name isFAXASSET (From Help About Oracle Applications)Use Examine Utility to Determine Block Names QuickAdditions ADDITION_DIST and Detailed
Additions is the ASSIGNMENTS_DIST Block
A Default Expense Account is associated with EachCategory/Book Combination as part of the standardsetup
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Case One Background (cont)
Other Key Elements Needed :ASSIGNMENTS_HEADER.DEPRN_EXPENSE_ACCT :ASSIGNMENTS_HEADER.BOOK_TYPE_CODE :ASSIGNMENTS_HEADER.ASSET_CATEGORY_ID
FA_CATEGORY_BOOKS.deprn_expense_a
cct and book_type_code in the base table
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How Did we Determine thisInformation?
Use of basic tools available to support or
business analystsHelp -About this RecordExamine UtilityPast ExperienceE-TRM on Metalink
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How to Determine a Form Name
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Examine Utility
Help Diagnostics Examine
Controlled by (Utilities:Diagnostics) Profile
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Side Note - Control of Access toPersonalization and other Utilities
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How to Invoke Form to DefinePersonalizations
Invoke the Form to Setup the Personalization from the Form you wish to
modify
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Other Menu Items
Core Code Only if you are having issues
Show Custom Events Great for findingevents to attach toPersonalize Invokes the PersonalizationformNormal Run form with Personalizations
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Need to do Several Things
Name the Rule and supply a Condition
Attached to some Event pre-existing logicin the formSupply a Context (who does this apply to?)Create an Action(s) - What should result ?
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Rule Prevent Override - QuickAdds
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Trigger Event When Validate Record
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Condition (SQL Statement)
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SQL- If Field Segment Differs from
Setup Definition
:ADDITION_BOOKS.EXPENSE_ACCT !=(select deprn_expense_acct from
fa_category_bookswhere fa_category_books.book_type_code
= :ADDITION_BOOKS.BOOK_TYPE_CODE
and fa_category_books.category_id =:ADDITION_ADD.ASSET_CATEGORY_ID)
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Use Validate Button
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Use Validate Button
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Action Raise Error and Display
Message
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Save your Work and Try it Out
Navigate all the way out of the formEnsure Personalization Turned OnTurn it off if you get fatal Errors
Test it out while on queried records
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Test our Work
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Exception Raised Rule Enforced
When attempting to save the Record When ValidateRecord Event will Fire Error Message Displayed AsBelow
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Change Back to Default -
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Positive Results!
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Case Two
We have two Sets of Corporate Books for Canada and the USWe need to keep assets in locationsassociated with proper countryWe have thousands of Locations in bothcountries Need to prevent transfer tolocations that are not in the countryassociated with the book
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ResearchLocation Combination (Key Flex) had CountryEmbedded as one of the SegmentsNeeded to Enforce from QuickAdditions and
Additions Form Also Performed edits on Mass Transfers form, butnot illustrated in our presentationWant to make sure US in our Location Segment if inUS Book, CA if in Canadian Book
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SQL Logic Compare Book to
Location Segment 2 (Country)
:ASSIGNMENTS_HEADER.BOOK_TYPE_CODE !=(select decode(a.segment2,'CA','SLC CANADA','US','SLC US
CORP')from fa_locations awhere:ASSIGNMENTS_DIST.LOCATION_ID = a.location_id)
It will Fail if the Country does not match the Book Name codedabove
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Rule and Condition
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Action Error and Fail
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Results Locations Controlled
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Case Three
Make Retirement Type Mandatory
Drives Reporting and Accounting for alldisposalsOut of the Box Retirement Type isOptional, and it is easy to forget to supplythis value Retirements Screen Mass Retirements Screen
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Research
Retirements performed from Same AssetWorkbench in previous Example FAXASSETMass Retirements - FAXMAMRTRetirements LOVRetirement Type Field on Mass Retirements
MASS_RETIREMENTS.RETIREMENT_TYPE_DISP
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Mass Retirement Form
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Retirements Asset Workbench
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Step One Rule and Condition
(Always)
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Action Set Property of Field
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Set Property LOV on Object
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Set Property LOV on Property Name
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Property Required =True
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Results Yellow Field Indicates
Mandatory
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REMINDER-
Be sure to leave and
return to form whiledebugging to ensureyour results are asexpected!
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Case Four
Want to ensure Asset Description is AlwaysUppercaseEase of InquiryEase of ReportingCorporate StandardQuick Additions, Detailed Additions,
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Research
Quick Additions
AdditionsSearch All are FAXASSET form (Workbench)
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Create Rule and Condition
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Create Action CASE_RESTRICTION -
Uppercase
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Repeat Search from Workbench
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Action- Search from Workbench
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Results Uppercase Entry
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Results Uppercase Query -Find
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Level of Effort Required About one Day for these items
Takes time to research field names and tablerelationshipsTake time to testResults arent always positive first time
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Personalizations very Powerful- ExceptRuntime Changes Only
Cannot create new items Cannot move items between canvases Cannot display an item which is not on a canvas Cannot set certain properties Cannot change frames, graphics, boilerplateCertain Events Only WHEN-NEW-FORM-INSTANCE, WHEN-NEW-BLOCK-
INSTANCE, WHEN-NEW-RECORD-INSTANCE, WHEN-NEW-ITEM-INSTANCE
WHEN-VALIDATE-RECORD (not in all forms) Product-specific events
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Additionally - Other Business Rules
were implemented easily and quickly
Tag Number Mandatoryfor Equipment
Use of a Single UnitOnlyTax Types CantUpdate Corporate
BooksMass Retire Warn if No location -
Restriction on Update(who) can change a
Tag Number Prevent Review of Values for Art WorkPrevent certain
Categories of Assetsfrom being updatedexcept by Key users
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Other Tips -Have a Naming Convention for Error Messages PERS-99 Not Allowed
FNDLOAD to move between instances (see Syntaxin Appendix)Tools Menu Personalization Adminstration
Allows search of Functions that have rules definedCheck before calling support with Forms bugs, SRsUpgrades/Patches will require research and testingForms can change (see Validate All from ToolsMenu)
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In SummaryPowerful Tool
These Examples just scratch the surfaceBe willing to Experiment and be flexibleThere isnt always a custom event to attachto in every formCustom Development or 3 rd Party tools arenot always required
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For More Information on
Personalization
If you are not familiar with the basic construct of anOracle Developer form, including terms such as
block, record, item, trigger, property and builtin , youshould consider a course such as Oracle Developer:Forms Fundamentals , offered by Oracle University.
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Resources -Metalink Note 279034.1
Partner Training MaterialsPreviously Developed documentation writtenfor customers
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About the Author Mark C. Clark, Senior Partner O2Works16 + Years with Oracle Applications Implementation and Upgrades Medium through Fortune 500 Large number of IndustriesImplementations through the GlobeContact [email protected] 972.466.2260
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Appendix Move Between InstancesSyntax to Move Between Instances:Download:
FNDLOAD / 0 Y DOWNLOAD$FND_TOP/patch/115/import/affrmcus.lct FND_FORM_CUSTOM_RULES function_name=
Function_name is a required parameter; if it is not supplied thenno personalizations are downloaded.
Upload:FNDLOAD / 0 Y UPLOAD
$FND_TOP/patch/115/import/affrmcus.lct
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Appendix Library v. Personalizations
Related to Custom LibraryLibrary - No need for Forms builder or Compile
Custom Library supports more complex PL/SQLThey both drive off same eventsPersonalization First First, Then Custom Libraryprocesses
Can use both at same timeUse Custom Library when personalizations notpowerful enough