Customers’ Delight – Sales Order Booking, Picking and Shipping Made

Easy – Using Forms Personalization

Overview
The purpose of this document is to to sophisticate the work of the end-user and to give him a
pleasure of using Oracle Applications.

Requirement
Training the End-Users is always a challenging task. They normally find a hard time to
understand and remember the navigation. This is an idea regarding effective usage of User
Interface messages to ease their work with Oracle Applications.

Solution Approach and Flow chart of the Process Flow

Using Forms Personalization in Oracle Applications.

UI Message will navigate you regarding the
proceedings. Navigation to Shipping
Entering the Booking the
Transaction Form directly from SO form by
Sales Order Sales Order
clicking “Picking and Shipping Made Easy”
menu item which is attached in Actions
Menu.

The Sales Order Number

will be defaulted in the
Shipping Transaction Form UI Message will navigate you regarding the
proceedings.Also “Launch Pick Release”
action will be defaulted and the control will
be placed at “Go” button. Pick your Item.

Staged/Pick No
Confirmed

Yes
UI Message will navigate you regarding the proceedings. Navigation to Perform “Back Order”
Shipping Transaction Form directly from SO form by clicking “Picking
and Shipping Made Easy” menu item which is attached in Actions Menu.

The Delivery Number will be

defaulted in the Shipping
Transaction Form Ship your order

UI Message will navigate you regarding the

proceedings.Also “Ship Confirm” action will be
defaulted at the delivery tab.

Pre-requisites

1. Have access to or have installed licensed version of Oracle Applications R12

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 2. Having access to Forms personalization window.

Assumptions

The section lists the complete set of assumptions that need to be considered along with the other
constituents of this solution.

1. The is a instance of Oracle Applications version R12

2. Single user is responsible for Entering/Booking/Picking and Shipping the order
3. Sales Order consists of single line
4. User only performing Entering,Booking,Picking and Shipping the order

Activities

The way it works after Forms Personalization

Screen: 1 (Header Information)

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Screen: 2 (Line Information)

Screen: 3 (Zooming from Sales Order Form to Shipping Transaction Form)

User Interface Guidance Message

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Screen: 4 (In this Shipping Transaction Form Source System and Sales Order
Number will be automatically assigned)

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Screen: 5 (User Interface Guidance Message)

Screen: 6 (In Actions “Launch Pick Release” will be automatically assigned and the
control will be at “Go” button)

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Screen: 7 (User Interface Guidance Message)

Screen: 8 (After the completion of “Launch Pick Release” Concurrent coming back
to SO form and Zoom t o Shipping Transaction Form)

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Screen: 9 (The Control will automatically go to Delivery and Delivery Number will
be automatically assigned)

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Screen: 10 (User Interface Guidance Message)

Screen: 11 The Control will directly come to the Delivery Tab

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23002352.doc Page 9 of 23
STEPS

Sales Order Form:

Condition: 1: When-New-Form-Instance

Action: 1

Creating Menu “Picking and Shipping Made Easy”

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Action: 2

Declaring Global Variable for passing the Sales Order Number from SO form to
Shipping Transaction Form

Condition: 2

When-Validate-Record (Line)

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Action: 1

Assigning Value to Global Variable

Condition: 3

When-New-Block-Instance (Order)

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Action: 1

Condition: 4

Zooming from SO form to Shipping Transaction Form

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Action: 1

Launching Shipping Transaction Form

Shipping Transaction Form:

Condition: 1

Checking whether we have the passed the Global Variable from Sales Order form to
Shipping Transaction Form correctly or not. Also we are checking “Order Number”
field is blank or not.

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Action: 1

Assigning the Source System = “Order Management”

Action: 2

Assigning the Global Variable to the Order Number field.

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Action: 3

Committing the form

Condition: 2

Checking the Line Status. If it is “Ready to Release” then we should perform

“Launch Pick Release”

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Action: 1

Assigning the values for Actions from LOV.It should be “Launch Pick Release”

Action: 2

Placing the Control at the “GO” button

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Action: 3

User Interface Message

Condition: 3

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Action: 1

Checking for the existence of “Message” window.

(FYI: Forms Personalization will be executed first before the core code does)

Condition: 4

Checking the Line Status. If it is “Staged/Pick Confirmed” then we should do “Ship

Confirm”

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Action: 1

Automating the control to Delivery Tab

Action: 2

Automating the Control to the Delivery Tab

Action: 3

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Assigning the Delivery Number to the Delivery Number field. (We got this Number
from the Lines Tab)

Action: 4

Committing the form

Condition: 5

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Checking whether the Delivery Status is “Open” or not.

Action: 1

User Interface Message after Shipping is done.

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Action: 2

Assigning Null Value to Global Variable

Solution Salient Features

The following are the salient features

1. User Friendly
2. No invasive customization of any standard Oracle components.
3. Simple approach with the tangible end deliverables clearly identified for each stage.

Concluding Notes

1. The contents of this document the first cut of a solution approach and design for a
prototype.
2. The Same Methedology can be used for the Sales Order with Multiple Lines with some
enhancements
3. The Same Idea of using Guidance UI messages can be implemented to all the complex
navigation in Oracle Applications

Cheers!!
bala
Oracle SCM Consultant
Email: [email protected]
Blog: http://bala-oracleapps.blogspot.com
Linkedin: http://linkedin.com/in/bala6

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