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Oracle Applications - Sales Order Entering,Booking,Picking And Shipping Made Easy using Forms Personalization-Demonstrated Example

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Bala Murugan
Bala Murugan

To Sophisticate the work of end-users and to give them a pleasure feel while working performing Order-to-Cash Cycle, I have personalized the screen using forms personalization. Please let me know your thoughts and it will be helpful for me to improve myself

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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. Entering the Booking the UI Message will navigate you regarding the Sales Order Sales Order proceedings. Navigation to Shipping Transaction Form directly from SO form by clicking “Picking and Shipping Made Easy” 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 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 1 of 23
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) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 2 of 23
Screen: 2 (Line Information) Screen: 3 (Zooming from Sales Order Form to Shipping Transaction Form) User Interface Guidance Message customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 3 of 23
Screen: 4 (In this Shipping Transaction Form Source System and Sales Order Number will be automatically assigned) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 4 of 23
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) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 5 of 23
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) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 6 of 23
Screen: 9 (The Control will automatically go to Delivery and Delivery Number will be automatically assigned) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 7 of 23
Screen: 10 (User Interface Guidance Message) Screen: 11 The Control will directly come to the Delivery Tab customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 8 of 23
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 9 of 23
STEPS Sales Order Form: Condition: 1: When-New-Form-Instance Action: 1 Creating Menu “Picking and Shipping Made Easy” customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 10 of 23
Action: 2 Declaring Global Variable for passing the Sales Order Number from SO form to Shipping Transaction Form Condition: 2 When-Validate-Record (Line) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 11 of 23
Action: 1 Assigning Value to Global Variable Condition: 3 When-New-Block-Instance (Order) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 12 of 23
Action: 1 Condition: 4 Zooming from SO form to Shipping Transaction Form customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 13 of 23
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. customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 14 of 23
Action: 1 Assigning the Source System = “Order Management” Action: 2 Assigning the Global Variable to the Order Number field. customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 15 of 23
Action: 3 Committing the form Condition: 2 Checking the Line Status. If it is “Ready to Release” then we should perform “Launch Pick Release” customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 16 of 23
Action: 1 Assigning the values for Actions from LOV.It should be “Launch Pick Release” Action: 2 Placing the Control at the “GO” button customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 17 of 23
Action: 3 User Interface Message Condition: 3 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 18 of 23
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” customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 19 of 23
Action: 1 Automating the control to Delivery Tab Action: 2 Automating the Control to the Delivery Tab Action: 3 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 20 of 23
Assigning the Delivery Number to the Delivery Number field. (We got this Number from the Lines Tab) Action: 4 Committing the form Condition: 5 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 21 of 23
Checking whether the Delivery Status is “Open” or not. Action: 1 User Interface Message after Shipping is done. customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 22 of 23
id ="_x0 000_i1 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 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 23 of 23

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Oracle Applications - Sales Order Entering,Booking,Picking And Shipping Made Easy using Forms Personalization-Demonstrated Example

  • 1. 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. Entering the Booking the UI Message will navigate you regarding the Sales Order Sales Order proceedings. Navigation to Shipping Transaction Form directly from SO form by clicking “Picking and Shipping Made Easy” 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 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 1 of 23
  • 2. 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) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 2 of 23
  • 3. Screen: 2 (Line Information) Screen: 3 (Zooming from Sales Order Form to Shipping Transaction Form) User Interface Guidance Message customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 3 of 23
  • 4. Screen: 4 (In this Shipping Transaction Form Source System and Sales Order Number will be automatically assigned) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 4 of 23
  • 5. 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) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 5 of 23
  • 6. 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) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 6 of 23
  • 7. Screen: 9 (The Control will automatically go to Delivery and Delivery Number will be automatically assigned) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 7 of 23
  • 8. Screen: 10 (User Interface Guidance Message) Screen: 11 The Control will directly come to the Delivery Tab customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 8 of 23
  • 10. STEPS Sales Order Form: Condition: 1: When-New-Form-Instance Action: 1 Creating Menu “Picking and Shipping Made Easy” customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 10 of 23
  • 11. Action: 2 Declaring Global Variable for passing the Sales Order Number from SO form to Shipping Transaction Form Condition: 2 When-Validate-Record (Line) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 11 of 23
  • 12. Action: 1 Assigning Value to Global Variable Condition: 3 When-New-Block-Instance (Order) customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 12 of 23
  • 13. Action: 1 Condition: 4 Zooming from SO form to Shipping Transaction Form customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 13 of 23
  • 14. 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. customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 14 of 23
  • 15. Action: 1 Assigning the Source System = “Order Management” Action: 2 Assigning the Global Variable to the Order Number field. customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 15 of 23
  • 16. Action: 3 Committing the form Condition: 2 Checking the Line Status. If it is “Ready to Release” then we should perform “Launch Pick Release” customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 16 of 23
  • 17. Action: 1 Assigning the values for Actions from LOV.It should be “Launch Pick Release” Action: 2 Placing the Control at the “GO” button customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 17 of 23
  • 18. Action: 3 User Interface Message Condition: 3 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 18 of 23
  • 19. 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” customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 19 of 23
  • 20. Action: 1 Automating the control to Delivery Tab Action: 2 Automating the Control to the Delivery Tab Action: 3 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 20 of 23
  • 21. Assigning the Delivery Number to the Delivery Number field. (We got this Number from the Lines Tab) Action: 4 Committing the form Condition: 5 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 21 of 23
  • 22. Checking whether the Delivery Status is “Open” or not. Action: 1 User Interface Message after Shipping is done. customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 22 of 23
  • 23. id ="_x0 000_i1 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 customersdelight-soenterinbookingpickingandshippingmadeeasy-091002065238-phpapp02.doc Page 23 of 23