Sunday, 23 March 2014

Forms Personalization



--> Oracle has provided a simple and easy feature to implement the customer specific requirements without          modifying the underlying forms code or Custom library.
--> This personalization feature provides easy, faster way to customize Oracle apps forms with
       minimum development effort.
--> The Form Personalization feature allows you to declarative alter the behavior of Forms-based screens          like changing properties, executing built-ins, displaying messages, and adding menu entries…etc

Why personalization :-

 Oracle Supports personalization unlike customization.
 Personalizations are stored in tables rather than files.
 Will not have a bigger impact when you upgrade or apply patches to the environment.
 Can be moved easily through FNDLOAD from one instance to other.
 Can be restricted at site/responsibility/user level.
 Easy to disable/enable with click of a button.
 Personalization will store who columns with which we have the ability to track who created/modified it  where as in CUSTOM.PLL we don’t have that ability.
 Can be applied to new responsibilities/users easily.
 Can be restricted to function or form.

What can be done through personalization:-

    Zoom from one form to another.
    Pass data from one form to another through global variables.
    Change LOV values dynamically
    Enable/Disable/Hide fields dynamically.
    Display user friendly messages when required.
    Launch URL directly from oracle form.
    Execute PL/SQL programs through FORM_DDL package.
   Call custom libraries dynamically.
 
To create personalization for a particular function/form, first invoke the function/form in Oracle
applications.
Navigation: choose “Help -> Diagnostics -> Custom Code -> Personalize” from the pull down

Personalization Tables:-

All personalization’s that we have made to Oracle application forms will be stored in following
tables :
1. FND_FORM_CUSTOM_RULES
2. FND_FORM_CUSTOM_ACTIONS
3. FND_FORM_CUSTOM_SCOPES
4. FND_FORM_CUSTOM_PARAMS
5. FND_FORM_CUSTOM_PROP_LIST
6. FND_FORM_CUSTOM_PROP_VALUES

The Personalization form mainly contains four sections.
  • Rules
  • Conditions
  • Context
  • Actions

Rules:
   - Contains Sequence, description of the rule. Level either Form or Function depends on requirement.
   - Enable or Disable Rules using check box
Condition:
  -  Provide Trigger Event, Trigger Object, Sql statement in Condition.
  -  Processing mode: not in Enter-Query mode, only in Enter-Query mode or both
Context:
  -  Like profile options: Industry, Site, Responsibility, User
Actions:
  -  Property, Message, Builtin, Menu

Real-Time Examples

1. Change Displayed data in LOV

Goal:
Change the LOV in “Supplier Name” field in the Find “Invoice Form (AP_APXINWKB)”
Navigation: Payables Manager > Entry > Invoices
Double Click it to open




In the first filed, Supplier Name change LOV In such a way that no one can see the TaxPayerID in LOV. It should be masked with *’s.




Navigation: Help Menu >> Diagnostics >> Custom Code >> Personalize



Enter the following information:

Seq: 5   Description:  Disable Tax Payer Id

Level: Form  Enabled: checked


Trigger Event: WHEN-NEW-FORM-INSTANCE
Processing Mode: Not in Enter-Query Mode




Click on Actions and enter the following.

Seq: 10 Type: Builtin Language: all

Builtin type: Create Record Group from Query
Argument: 
     SELECT vendor_name, vendor_number,
     DECODE (active_flag, ‘Y’, ‘Yes’, ‘N’, ‘No’, ‘Yes’) active, ‘***’ num_1099,vat_registration_num, vendor_id, ”, ”, ”,       ”, hold_all_payments_flag
     FROM po_vendors_ap_v
     WHERE num_active_pay_sites > 0 OR num_inactive_pay_sites > 0
     ORDER BY UPPER (vendor_name)
Group Name: ERP_SCHOOLS_ALL_VENDORS_NAME



Now Create New Record with below information


Seq:12 Type: Property Language: All Enabled: Checked

Object Type: LOV
Target Object: INV_ALL_VENDORS_NAME
Property Name: GROUP_NAME
Value: ERP_SCHOOLS_ALL_VENDORS_NAME



Save it.

Click Validate
Click Apply Now.
Go to tools Menu >> click Validate All



Once it is successfully validated you are ready to go.

Click ok and close personalization form.
Close your find invoices form and invoices form completely.
Open it again and click on Supplier name field LOV
Query any supplier. You will see your changes to the LOV as shown below.



Now Taxpayer ID is shown as ***** instead of number



Interview Q and A


1. What is the Diff between APPS Schema and other Schemas?

Apps schema contains only Synonyms we can't create tables in apps schema, where as other schema s contains tables, & all the objects. Here only we will create the tables and giving grants on created tables. Almost all every time we will connect to apps schema only.

2. What is meant by Custom Top and what is the Purpose?

Custom Top is nothing but Customer Top, which is created for customer only. we can have multiple custom tops based on client requirement. It is used to store developed & customized components. Whenever oracle corp applying patches it will over ride on all the modules except custom top. That’s why we will use custom top.

3. What is the Significance of US Folder?

It is nothing but language specification by default it is in american language. We can have multiple languages folders based on installed languages. From backend we can get it from

FND_LANGUAGES -- COL --INSTALLED_FLAG I,B,D

              I--INSTALLED,
             B--BASE,
             D--DISABLE

              select language_code,nls_language from fnd_languages where installed_flag like 'B'

4. Where did U find the Application short name and basepath names?

select basepath, application_short_name from fnd_application from the backend. From the from end we can get it Navigation
Application Developer.-----> Application---->Register The application name we will get from FND_APPLICATION_TL

5. Where can U find the release version from backend?

SELECT release_name from FND_PRODUCT_GROUPS; ---11.5.10.2             .

6. What are the Folders we will find below the 11.5.0 Folder?

Reports, forms, sql, lib, log, out, bin, admin, html, xml, msg, def, etc            

7. Can we create Tables in the Apps Schema?

No.            

8. Can we have custom schema when it it required?

Yes, we can have custom schema, when we want to create a new table we required custom schema.             

9.  What is meant by concurrent Program?

It is nothing but Instance of the execution along with parameters & Incompatables. Here Incompatables nothing but if we  are submiting cc programs if anyone can be execute in those program , which programs r not imp yet this time we will  mention those programs in incompatables tab.             

10. What are the steps we will follow to register Reports as Concurrent Program?

First develop the report & save it in local machine. upload into custom_top/11.5.0/reports/us/ go to system  administrator  open executable form create executable by mentioning executable method as reports ,executable  as report name which  was created. go to cc program form create cc program by attach executable name in executable section. Then attach this  cc program to request group, Request group to Responsibility. Responsibility to User.                  

11. What is meant by Request group?

It is nothing but collection of cc programs.        

 12. What is Application Top? What are the types and Purpose?

 A) When we connect to the server we will find the top called application top. Under application top we have

Product top.
Custom top

 Product top is the default top built by the manufacturer. Custom top is used to select the Client for his business purposes. Customizations are done with the Custom top.

13. What is US folder in the Custom Top?

 It is a language specific folder used to store the G.U.I like reports and forms.

14. What are mandatory parameters of Procedures and what the use of those?

 Errorbuf: It is used to returns the error messages and sent it to the log file.

 Retcode: It is used to show the status of the Procedure with 0, 1, and 2
   0 for Completed Normal
   1 for Completed Warning
   2 for Completed Error


15. What is Apps Schema and Schema?

 Schema: Schema is the location in database contains database objects like views, tables, and synonyms.
Apps Schema: It is used to connect the all schemas to get the information from The database.

16. What is Token?

 Use to transfer values to report builder and it is not case sensitive.

17. Difference between FORM, Function and Menu?

  A menu is a hierarchical arrangement of functions and menus. Each responsibility has a menu assigned to it. A function is a part of an application that is registered under a unique name for the purpose of assigning it to be including it from a menu.

18. Tell me something about SQL-LOADER.

Sql * loader is a bulk loader utility used for moving data from external files into the oracle database.
Sql* loader supports various load formats, selective loading, and multi-tables loads.

1) Conventional --The conventional path loader essentially loads the data by using standard ‘insert’ statement.

2) Direct -- The direct path loader (direct = true) by possess of logic involved with that, and loads directly in to the oracle data files.

EX:- My data.csv file

1001, “scott tiger”,1000,40
1002,”gvreddy”,2345,50

Load data
Infile ‘c:\data\mydata.csv’
insert Into table emp Fields terminated by “,” optionally enclosed by‘”’

(empno, empname, sal, deptno)

>sqlldr scott/tiger@vis control=loader.ctl log= gvlog.log bad=gvbad.bad discard=gvdis.dsc .

19. What is SET-OF-BOOKS?
     Collection of Chart of Accounts and Currency and Calendars is called SOB

20. Tell me what r the Base tables in the AR?

hz_parties (party_id) (store info about org, groups and people)
HZ_PARTIES stores information about parties such as organizations, people, and groups, including the identifying address information for the party.

hz_cust_accounts (cust_account_id)
HZ_CUST_ACCOUNTS stores information about customer relationships. If a party becomes a customer, information about the customer account is stored in this table. You can establish multiple customer relationships with a single party, so each party can have multiple customer account records in this table.

hz_cust_acct_sites_all (cust_acct_site_id)
HZ_CUST_ACCT_SITES_ALL stores information about customer sites. One customer account can have multiple sites. The address is maintained in HZ_LOCATIONS.

hz_cust_site_uses_all (site_use_id)
HZ_CUST_SITE_USES_ALL stores information about site uses or business purposes. A single customer site can have multiple site uses, such as bill to or ship to, and each site use is stored as a record in this table.

hz_party_sites (party_site_id)
HZ_PARTY_SITES stores information about the relationship between Parties and Locations. The same party can have multiple party sites. Physical addresses are stored in HZ_LOCATIONS.

hz_locations (location_id)
HZ_LOCATIONS stores information about physical locations.

hz_Person_Profiles (person_profile_id)
HZ_PERSON_PROFILES stores detail information about people.

hz_Organization_Profiles (organization_profile_id)
HZ_ORGANIZATION_PROFILES stores credit rating, financial statistics, socioeconomic and corporate linkage information for business sites. The primary key for this table is ORGANIZATION_PROFILE_ID.

21. FND USER EXITS:-

 FND SRWINIT sets your profile option values, multiple organizations and allows

Oracle Application Object Library user exits to detect that they have been called by an Oracle Reports program.

FND SRWEXIT ensures that all the memory allocated for AOL user exits have been freed up properly.
FND FLEXIDVAL are used to display flex field information like prompt, value etc
FND FLEXSQL these user exits allow you to use flex fields in your reports
FND FORMAT_CURRENCY is used to print currency in various formats by using formula column

22. What is Value Set?
The value set is a collection (or) container of values.
Whenever the value set associated with any report parameters. It provides list of values to the end user to accept one of the values as report parameter value.

If the list of values needed to be dynamic and ever changing and define a table based values set.

 What are the validation types?

1) None -------- validation is minimal.
2) Independent ------input must exist on previously defined list of values
3) Dependent ------input is checked against a subset of values based on a Prior value.
4) Table ----- input is checked against values in an application table
5) Special ------values set uses a flex field itself.
6) Pair ------ two flex fields together specify a range of valid values.
7) Translatable independent ----- input must exist on previously defined list of values; translated values       can be used.
8) Translatable dependent ------- input is checked against a subset of values based on a prior values; translated value can be used.

23. Form development process?

a) Open template form
b) Save as <your form>.fmb
c) Change the form module name as form name.
d) Delete the default blocks, window, and canvas
e) Create a window.
f) Assign the window property class to window
g) Create a canvas (subclass info)
h) Assign canvas property class to the canvas
I) assign the window to the canvas and canvas to the window
j) Create a data block
k) Modify the form level properties. (sub class item Text item)
l) Modify the app_custom package. In the program unit.
m) Modify the pre-form trigger (form level)
n) Modify the module level properties ((console window, First navigation
p) Save and compile the form.

Place the .fmx in the server directory.

24. How does u customize the Reports?

a) Identify the Short name of the standard report in which module we have to customize

Ex: - if u wants to customize in the AR module path is
Appl top\ar\11.5.0\reports\US\ .rdf
b. Open the .rdf file in Report builder and change the name of the module.
c. Open the data module and modify the query (what is client requirements) assign the columns to the attributes.
d. Go to report wizard and select, what r the newly created columns.
e. Then Compile it. Then u will get a .rep file in the specified module. If it is not in the specified directory then we have to put in the server directory.
f. Then Register in the AOL Concurrent Executable and Concurrent Program.
g. Go to system administrator Security à Responsibility à request.
h. Add and assign a concurrent program to a request group
25. FLEX FIELDS?
 Used to capture the additional business information.

DFF
KFF

 Additional    Unique Info, Mandatory
 Captured in attribute prefixed columns    Segment prefixed
 Not reported on standard reports    Is reported on standard reports
 To provide expansion space on your form With  the  help of [].

 [] Represents descriptive Flex field.

 FLEX FILED : DESCRIPTIVE : REGISTER    Used for entering and displaying key information

For example Oracle General uses a key Flex field called Accounting Flex field to uniquely identify a general account.

FLEX FILED : KEY : REGISTER

26. Difference between Bind and Lexical parameters?

BIND VARIABLE:

are used to replace a single value in sql, pl/sql

bind variable may be used to replace expressions in select, where, group, order by, having, connect by, start with cause of queries.
bind reference may not be referenced in FROM clause (or) in place of reserved words or clauses.

LEXICAL REFERENCE:

You can use lexical reference to replace the clauses appearing AFTER select, from, group by, having, connect by, start with.

You can’t make lexical reference in pl/sql statements.

27. What is Flex mode and Confine mode?
   
Confine mode:

On: child objects cannot be moved outside their enclosing parent objects.
Off: child objects can be moved outside their enclosing parent objects.

Flex mode:

On: parent borders "stretch" when child objects are moved against them.
Off: parent borders remain fixed when child objects are moved against them.

28. What is Place holder Columns?
    
A placeholder is a column is an empty container at design time. The placeholder can hold a value at run time has been calculated and placed in to It by pl/sql code from anther object.

You can set the value of a placeholder column is in a Before Report trigger.
Store a Temporary value for future reference. EX. Store the current max salary as records are retrieved.

29. What is Formula Column?

A formula column performs a user-defined computation on another column(s) data, including placeholder columns.

30. What is a Summary column?

A summary column performs a computation on another column's data. Using the Report Wizard or Data Wizard, you can create the following summaries: sum, average, count, minimum, maximum, % total. You can also create a summary column manually in the Data Model view, and use the Property Palette to create the following additional summaries: first, last, standard deviation, variance.

31. What is TCA (Trading Community Architecture)?

Ans. Oracle Trading Community Architecture (TCA) is a data model that allows you to manage complex information about the parties, or customers, who belong to your commercial community, including organizations, locations, and the network of hierarchical relationships among them. This information is maintained in the TCA Registry, which is the single source of trading community information for Oracle E-Business Suite applications.

32. Difference between Application Developer and System Administrator?

Role of Technical Consultant:
a. Designing New Forms, Programs and Reports
b. Forms and Reports customization
c. Developing Interfaces
d. Developing PL/SQL stored procedures
e. Workflow automations

Role of System Administrator:
a. Define Logon Users
b. Define New/Custom Responsibility
c. Define Data Groups
d. Define Concurrent Managers
e. Define Printers
f. Test Network Preferences
g. Define/Add new Modules

Role of an Apps DBA:
a. Installing of Application
b. up gradation
c. Migration
d. Patches
e. Routing maintenance of QA
f. Cloning of OA

33. What are Flex fields?

Ans. A Flex field is a customizable field that opens in a window from a regular Oracle Applications window. Defining flex fields enables you to tailor Oracle Applications to your own business needs. By using flex fields, you can:

(a) Structure certain identifiers required by oracle applications according to your own business environment.
(b) Collect and display additional information for your business as needed.

Key Flex fields: You use key flex fields to define your own structure for many of the identifiers required by Oracle Applications. Profile – ‘Flexfields:Open Key Window’ (FND_ID_FLEXS)

Descriptive Flex field: You use descriptive flex fields to gather additional information about your business entities beyond the information required by Oracle Applications. Profile – Flex fields: Open Descr Window’ (FND_DESCRIPTIVE_FLEXS)

34. Report registration process?

1. Create the report using the report builder.
2. Place the report definition file in the module specific reports directory.
3. Create an executable for the report definition file.
4. Create a concurrent program to that executable.
5. Associate the concurrent program to a request group.

35. Define Request Group?

A request security group is the collection of requests, request sets, and concurrent programs that a user, operating under a given responsibility, can select from the Submit Requests window.

36. Value Sets?

Oracle Application Object Library uses values, value sets and validation tables as important components of key flex fields, descriptive flex fields, Flex Builder, and Standard Request Submission.

When you first define your flex fields, you choose how many segments you want to use and what order you want them to appear. You also choose how you want to validate each of your segments. The decisions you make affect how you define your value sets and your values.

You define your value sets first, either before or while you define your flex field

segment structures. You typically define your individual values only after your flex field has been completely defined (and frozen and compiled). Depending on what type of value set you use, you may not need to predefine individual values at all before you can use your flex field.

You can share value sets among segments in different flex fields, segments in

different structures of the same flex field, and even segments within the same flex field structure. You can share value sets across key and descriptive flex fields. You can also use value sets for report parameters for your reports that use the Standard Report Submission feature.

Navigation Path:

Login – Application Developer -> Application -> Validation -> Set
37. Value Validation Types?

1. Dependent
2. Independent
3. None
4. Pair
5. Special
6. Table
7. Translate Independent
8. Translate Dependent

38.  Incompatibility in report registration and Run Alone?

Identify programs that should not run simultaneously with your concurrent program because they might interfere with its execution.

You can specify your program as being incompatible with itself.
Application: Although the default for this field is the application of your concurrent program, you can enter any valid application name.

Name: The program name and application you specify must uniquely identify a

concurrent program. Your list displays the user-friendly name of the program, the short name, and the description of the program.

Scope: Enter Set or Program Only to specify whether your concurrent program is z incompatible with this program and all its child requests (Set) or only with this program (Program Only).

Run Alone: Indicate whether your program should run alone relative to all other programs in the same logical database. If the execution of your program interferes with the execution of all other programs in the same logical database (in other words, if your program is incompatible with all programs in its logical database, including itself), it should run alone.