OAUG North America Fall 2002 Page 1

Copyright 2002 by Scott D. Spivey

Enhance Your Oracle Applications Using the CUSTOM Library

Scott D. Spivey
BOSS Corporation


Introduction

This paper explains how the CUSTOM library fits into the Oracle Applications forms processing, provides an
understanding of the features and limitiations of using the CUSTOM library and provide examples of using the
CUSTOM library to enhance the functioning of the Oracle Application forms.

What is the CUSTOM Library

The CUSTOM.pll library is a standard Oracle Forms PL/SQL library that is supplied by Oracle with the Oracle
Applications. This is Oracles built -in feature that allows the customer to enhance the standard functionality of the
Applications by implementing site-specific business rules. Every Oracle Forms -based eBusiness screen, and any
custom form developed using the Oracle Application development standards, will access the CUSTOM library.
This makes an ideal point of creating business rules that effect the entire organization. This is the only method of
forms enhancement whose functionality is supported by Oracle World Wide Support. Although any enhancements
coded by the customer are not directly supported by Oracle World Wide Support.

How to Use the CUSTOM Library

Since the CUSTOM library is a typical Forms PL/SQL library, it can include standard PL/SQL logic, Oracle Forms
built-in commands and may have other Forms PL/SQL libraries attached to it. The base CUSTOM library is located
in the $AU_TOP/resource directory on your forms server. Explore the CUSTOM.pll using the Oracle Forms
Designer module to examine the sample code that exists in library. Once any enhancements are made, the library
must be generated into an executable library (CUSTOM.plx) that then can be used by the Oracle Applications Forms
runtime module. Since the CUSTOM library is loaded once for a given session, a user must log out of the
application and sign-on again before any changes will become apparent. It is suggested that you also place a copy of
the CUSTOM library in your customization directory as a safety precaution.

The CUSTOM PL/SQL library does have its limitations. It can not contain SQL commands. It can not have certain
Oracle Applications Forms global libraries attached to it (such as APPCORE). The CUSTOM library is designed to
be used solely wit h the Oracle eBusiness Applications and does not support the Oracle Self-Service Web
Applications (OSSWA). Since the CUSTOM librarys standard location is in the $AU_TOP/resource, it can be
overwritten during an upgrade of the Applications.

Once enhancements are implemented, the CUSTOM library is accessed by the Oracle Applications based upon
events. The events define the occasions when the Applications will look into the CUSTOM library for additional
code to execute.

Some events are generic:
WHEN-NEW-FORM-INSTANCE initially entering a form
WHEN-NEW-BLOCK-INSTANCE entering a zone (or block) within a form
WHEN-NEW-ITEM-INSTANCE moving into a new field within the form
WHEN-NEW-RECORD-INSTANCE - creating a new record
WHEN-FORM-NAVIGATE navigating thru a form using the mouse
WHEN-VALIDATE-RECORD saving (committing) the information to the database
EXPORT triggered by using the Export feature
Some events are field specific
ZOOM Pre-11 feature for moving to another form and querying up specific records
Some events are form specific
OAUG North America Fall 2002 Page 2
Copyright 2002 by Scott D. Spivey
SPECIALn - (where n is a number between 1 and 45) used to generate entries in the Special menu of the
tool bar and the code is triggered by selecting a menu choices from the Special option on the toolbar
KEY-Fn (where n is a number between 1 and 8) triggered by pressing the corresponding function key

Some events are application specific:
Application Object Library
WHEN-LOGIN-CHANGED when a user logs on as a different user
WHEN-RESPONSIBILITY-CHANGED when a user changes responsibilities
WHEN-PASSWORD-CHANGED when a user changes their password

These are most of the documented events. Discussions from previous OAUG conferences suggest that many more
events are passed to the CUSTOM.pll. The method used to find these events would be to create a generic piece of
code to display the event name as it passes thru the CUSTOM library.

The PL/SQL logic within the library can be organized by these events and then all effected forms or by form and
then all effected events. The Oracle development standard is to group forms logic within a specific event. This is a
good solution if many forms are affected by the same event. Another development standard is to organize the logic
by form and then specific events. This is a good solution if limited forms are affected by several events.


Examples Used in the CUSTOM Library.

The CUSTOM library can be used to enforce business rules, secure standard features of the Oracle Applications
(eliminate or restrict their use), and enforce naming standards.

Business rules can be enforced by adding logic that will be executed when a user attempts to save a record. The
business rules can be as simple as determining that a user has the authority to perform the actions or that certain data
has been entered or as complex as limiting field access and display based upon a users security level. All of these
items can be coded using PL/SQL logic and Forms built -in features. Since the CUSTOM library cannot contain
SQL commands, that type of logic must be passed off to stored procedures or functions within the Oracle database.

This section of code looks for the event WHEN-NEW-FORM-INSTANCE when the user is in the PO Supplier
form (APXVDMVD). It then executes a custom stored PL/SQL function (FMS_USER_HAS_RESP) to determine
if the user has the proper authority to update the supplier information. If the user is in the Site portion of the form,
then the custom procedure FMS_WHEN_NEW_ITEM_SITE is executed to allow or disallow changes to the
Supplier Site information.

IF event_name = 'WHEN-NEW-FORM-INSTANCE' THEN
If (form_name = 'APXVDMVD') THEN
v_user_id := fnd_global.user_id;
v_site_maint_ok := FMS_USER_HAS_RESP(v_user_id, 'Purchasing Vendor Site Maint');
If (block_name = 'SITE' ) THEN
FMS_WHEN_NEW_ITEM_SITE(v_site_maint_ok, v_new_record);
End if; -- BLOCK=SITE
End If; -- FORM=APXVDMVD
END IF;

Standard Oracle Application features can be secured or eliminated using standard Oracle Forms built -in features. A
form button can have its logic disabled and even be removed from display by altering the buttons characteristics.

This section of code hides the unreserved fields on the Purchase Order form (POXPOEPO) when the user first
accesses the form (WHEN-NEW-FORM-INSTANCE event).

IF event_name = 'WHEN-NEW-FORM-INSTANCE' THEN
-- SECURE STANDARD ORACLE FEATURE
-- Turn off the Reserve/Unreserve functionality
OAUG North America Fall 2002 Page 3
Copyright 2002 by Scott D. Spivey
If form_name = 'POXPOEPO'
And block_name = 'PO_APPROVE' then
SET_ITEM_PROPERTY('PO_APPROVE.UNRESERVE',DISPLAYED,PROPERTY_FALSE);
SET_ITEM_PROPERTY('PO_APPROVE.UNRESERVE_DATE',DISPLAYED,PROPERTY_FALSE);
End If;
END IF;

Since the event logic can be limited specifically to a given form and even a specific zone within a form, it is possible
to create validation logic that can enforce naming standards and data entry standards for a type of transaction. One
of the samples in the CUSTOM library provides logic to force a suppliers name to be uppercase.

This code changes the properties of several columns on the Purchase Order form to force uppercase data entry when
the purchase order type is CONTRACT. Notice that logic is required to reset the column properties for other
purchase order types.

IF event_name = 'WHEN-NEW-FORM-INSTANCE' THEN
If form_name = 'POXPOEPO' THEN
-- Code to set the item properties for contract documents to Uppercase and Required.
If (block_name = 'PO_HEADERS'
And name_in('PO_HEADERS.TYPE_LOOKUP_CODE') = 'CONTRACT') THEN
SET_ITEM_PROPERTY('PO_HEADERS.COMMENTS',CASE_RESTRICTION,UPPERCASE);
SET_ITEM_PROPERTY('PO_HEADERS.START_DATE',REQUIRED,PROPERTY_TRUE);
SET_ITEM_PROPERTY('PO_HEADERS.END_DATE',REQUIRED,PROPERTY_TRUE);
SET_ITEM_PROPERTY('PO_HEADERS.AMT_LIMIT_DSP',REQUIRED,PROPERTY_TRUE);
Else
-- Code to set the item properties for NON contract documents to Uppercase and NON Required.
SET_ITEM_PROPERTY('PO_HEADERS.COMMENTS',CASE_RESTRICTION,UPPERCASE);
SET_ITEM_PROPERTY('PO_HEADERS.START_DATE',REQUIRED,PROPERTY_FALSE);
SET_ITEM_PROPERTY('PO_HEADERS.END_DATE',REQUIRED,PROPERTY_FALSE);
SET_ITEM_PROPERTY('PO_HEADERS.AMT_LIMIT_DSP',REQUIRED,PROPERTY_FALSE);
v_doc_type := name_in('PO_HEADERS.TYPE_LOOKUP_CODE');
END IF;
END IF; -- Form = 'POXPOEPO'
END IF;-- EVENT=NEW-FORM

During the conference presentation, these examples and others will be discussed in more detail and shown in the
entire context of the CUSTOM.pll library.


Suggestions and Tips

To safeguard against accidental loss of your personalized CUSTOM library, place a copy in your customizations
directory forms subdirectory. If you wish to execute the CUSTOM library from within your customization
directory, you will need to add your customization forms directory path to the beginning of the FORMS60_PATH
o/s variable. This method will find your personalized version first and execute it instead of the standard version
located in the $AU_TOP/resource directory.

To discover any hidden events that may be passed into the CUSTOM library, you could add a section of code to
display the event name. Caution: since everyone that accesses the Applications will use the CUSTOM library, limit
this experiment to off-hours or to limited use instances.

Conclusion

Although this paper is limit ed in its ability to accurately show real-life examples of how the CUSTOM library can
be used, it has explained what the CUSTOM library is, examined the various uses for the CUSTOM library and how
OAUG North America Fall 2002 Page 4
Copyright 2002 by Scott D. Spivey
to implement extensions to the Oracle Applications. Further information concerning the CUSTOM library can be
found in the Oracle Applications Developers Guide.

Company Profile

BOSS Corporation is a services company devoted exclusively to Oracle Applications and Technology. BOSS was
founded in 1995 on the premise that there should be something BETTER. The founders of BOSS were simply not
satisfied with the level of services seen in our market, and they formed a company with the purpose of providing
BETTER services to Applications customers...hence, Better Organization Service Solutions was formed and
became known as BOSS

The author, Scott Spivey, is a certified Oracle professional and applications technical consultant with sixteen years
systems analysis, application development, database design and leadership experience in implementation and
enhancement of business and technical solutions with Oracle products. Scott has performed these duties in a variety
of industries, from a state government agency and defense contractors to large-scale manufacturers and mult i-media
entertainment companies. Scott earned a Bachelor of Science Degree in Computer Science from Mississippi State
University. He has an Oracle Education Master certification and two OCP certifications. Scott has presented at
OAUG conferences in Atlanta and San Diego, while participating on discussion panels at OAUG conferences in San
Diego, Honolulu, Philadelphia and Atlanta. Scott has also presented at the local Oracle users group in Nashville,
TN.