Edi Yanto (何 萬 新)

Activate Special Menu and Invoke Custom Form When Clicked on that Special Menu at Oracle Apps

Posted by: Edi Yanto on: March 6, 2009

The below steps for activate special menu on Receipts form and invoice custom form “Receipt DT” when clicked on the special menu on Oracle Application (E-Business Suite)

  1. Open the Receipts Form on Receivables Manager Responsibility
  2. Open the Personalization form using the navigation “Help > Diagnostics > Custom Code > Personalize”
  3. Enter the sequence number as 10 and description “Activate Special Menu”
  4. Select the Trigger Event as “WHEN-NEW-FORM-INSTANCE” and save the changes
  5. On Actions tab, enter or select the following values
    • Sequence = 10
    • Type = Menu
    • Description = Receipt DT Informations
    • Language = All
    • Enabled = Yes
  6. On the right side of Actions tab, enter or select the following values
    • Menu Entry = SPECIAL10
    • Menu Label = Receipt DT
    • Render line before menu = Yes
  7. Click on the “Validate” button, then click on “Apply Now” button
  8. Close both the forms and reopen the Receipts form
    Result:Check the Tools menu after opening the Receipts form, there should be an additional menu showing the given prompt.
  9. Open the personalization form and it should automatically query the existing rule to activate the special menu
  10. Enter the sequence number as 20 and description “Invoke Receipt DT Custom Form on Special Menu”
  11. Select the Trigger Event as “SPECIAL7” and save the changes
  12. On Actions tab, enter or select the following values
    • Sequence = 10
    • Type = Builtin
    • Description = Call Receipt DT form
    • Language = All
    • Enabled = Yes
  13. On the right side of Actions tab, enter or select the following values
    • Builtin Type = Launch a Function
    • Function Code = MPICOLLRECEIPT
    Note: Define MPICOLLRECEIPT as form function, associate with a custom form and add the MPICOLLRECEIPT function to the menu of “Receivables Manager” responsibility.
  14. Validate, Apply and Save the changes
  15. Close both the forms and reopen the Receipts form
    Result: When clicked on the Tools > Receipt DT, it should invoke the custom form attached to the MPICOLLRECEIPT
    function

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Edi Yanto
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