Change LOV Query for Invoice Line Type in Invoice Workbench

R12: AP: How to Add Invoice Line Type In Payables Invoice WorkBench

We can change the LOV query using form personalization. Sample provided below (Invoice Workbench form).

Requirement: 

We have to change the “item type” field lov query for populating the custom values.

To achieve this, we have to follow below process.

Step-1: 

Login into application and switch the Payables Super User Responsibility.

Nav->Invoices->Entry->Invoice.

Consider the TYPE field (LINE_SUM_FOLDER. LINE_TYPE)

Here Item Type LOV currently shows 4 values . Instead we have the requirement to populate these values in the LOV. (Freight, Item, Miscellaneous, Tax, Supplement Charges)

 

 


Step-2: Identify the form .fmb name (NAV:- Help->about oracle Applications)

Step-3: 

Connect to application server and download the .fmb (APXINWKB.fmb) from AU_TOP/forms.

Open the form in form builder and check the LOV name for “type” field.

Step-4: Check the record group  for attached LOV and take the sql statement.

Select  lookup_code,
            displayed_field,
            description
From   ap_lookup_codes
Where  lookup_type = 'INVOICE LINE TYPE'
And  lookup_code not In ('PREPAY','AWT', 'RETAINAGE RELEASE',
Decode(ap_etax_utility_pkg.is_tax_already_calc_inv_char(:inv_sum_folder.invoice_id,'APXINWKB'),'Y','TAX','DUMMY'),
      decode(:inv_sum_folder.invoice_type_lookup_code,'PO PRICE ADJUST','DUMMY','RETROITEM'),
      decode(:inv_sum_folder.invoice_type_lookup_code,'PO PRICE ADJUST','DUMMY','RETROTAX'))--Bug6019633 

Step-5:  navigate to form personalization form .

Nav:- help->Diagnostics-> Custom code ->Personalize

1.       Seq :10

2.       Description : Supplement Charges New Item

3.       Level : Function

4.       Enabled check box enable

5.          Click on condition and assigned below properties.

6.       Condition : WHEN-NEW-FORM-INSTANCE

7.       Processing Mode : Both

 

Step-6: Click on Actions button and assigned the below properties.

1.       Seq :10

2.       Type :Builtin

3.       Description  : LOV (Optional)

4.       Builtin Type : Create Record Group from Query.

5.       Argument : Placed custom select statement [01:17] Anand Kumar Sigicherla

Select   lookup_code,
          displayed_field,
            description
From   ap_lookup_codes
Where  lookup_type in ('INVOICE LINE TYPE','XX_INVOICE_LINE_TYPE')
And  lookup_code not In ('PREPAY', 'RETAINAGE RELEASE', (Decode(:parameter.allow_awt_flag, 'N',
                                      'AWT', 'DUMMY')),
      Decode(ap_etax_utility_pkg.is_tax_already_calc_inv_char(:inv_sum_folder.invoice_id,'APXINWKB'),'Y','TAX','DUMMY'),
      decode(:inv_sum_folder.invoice_type_lookup_code,'PO PRICE ADJUST','DUMMY','RETROITEM'),
      decode(:inv_sum_folder.invoice_type_lookup_code,'PO PRICE ADJUST','DUMMY','RETROTAX'))

Note: XX_INVOICE_LINE_TYPE is a custom Lookup Type which holds the Supplement Charges LOV New Item

6.       Group Name : XX_LINE_ALL_TYPES (Customer Record group name)

Step-7:  Click on action and create 2nd action and assigned below values.

1.       Seq : 20

2.       Type :Property

3.       Language : All

4.       Object Type : LOV

5.       Target Object : LINE_LINE_TYPES_NO_AWT (lov Name)

6.       Property name : GROUP NAME

7.       Value : XX_LINE_ALL_TYPES (Here assigned the custom group into existing LOV) 

Step-8:  Click on action and create 3rd  action and assigned below values. 

1.       Seq : 30

2.       Type :Property

3.       Language : All

4.       Object Type : Item

5.       Target Object LINE_SUM_FOLDER.LINE_TYPE (Column Name)

6.       Property name : VALUE

7.       Value :Supplement Charges 

 

Step-9: Save the all work and close the form and re-open the form then check the changes.



 

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