Restrict User From Choosing Wrong Transaction Type

1. Personalization How To Restrict Transaction Type List Of Values
Purpose : Restrict User From Choosing Wrong Transaction Type
Example :
We Have Many Transaction Type In Miscellaneous Transaction Form And We Want To Restrict Specific Responsibility From
use Some Transaction Type
Target :
Restrict User From Use Transaction Type With Transaction Action (Receipt Into Store)

2. Open Miscellaneous Transaction Form
Open Personalization Form

4. 1. Create condition: WHEN-NEW-FORM-INSTANCE

5. 2. Action Tab:
a. Choosethe type Builtin and select Built intype 'Create Record Group FromQuery'
Write your query and give it group name.
SELECT transaction_type_name,
transaction_type_id,
transaction_source_type_id,
transaction_action_id,
DECODE (TO_CHAR (type_class), '1', '*', '2', '', '')
project_related,
DESCRIPTION,
descriptive_flex_context_code,
transaction_source_type_name,
NVL (type_class, 2)
FROM mtl_trx_types_view
WHERE ( transaction_source_type_id = 3
OR transaction_source_type_id = 6
OR transaction_source_type_id = 13
OR transaction_source_type_id >= 100)
AND (transaction_action_id = 1 OR transaction_action_id != 27)
AND NVL (type_class, -999) <> 1
UNION
SELECT transaction_type_name,
transaction_type_id,
transaction_source_type_id,
transaction_action_id,
DECODE (TO_CHAR (type_class), '1', '*', '2', '', '')
project_related,
description,
descriptive_flex_context_code,
transaction_source_type_name,
NVL (type_class, 2)
FROM mtl_trx_types_view
WHERE ( transaction_source_type_id = 3

6. OR transaction_source_type_id = 6
OR transaction_source_type_id = 13
OR transaction_source_type_id >= 100)
AND (transaction_action_id = 1 OR transaction_action_id != 27)
AND NVL (type_class, -999) = 1
AND EXISTS
(SELECT 1
FROM mtl_parameters
WHERE organization_id = :parameter.org_id
AND pm_cost_collection_enabled = 1)
ORDER BY transaction_type_name
b. Choosethe type Property, Objecttypeas Lov and enter the field name in
Target object=TRX_TYPE_MISC
Property Name = GROUP_NAME
Value = SH_ISSUE_ONLY (TheSameName In The Previous Step)
SaveYour Work
Close Form
Switch Responsibility

7. Test Scenario
Done
‫هلل‬ ‫الحمد‬

8. Stander RecordGroup SelectStatement : TRX_TYPE_MISC
SELECT transaction_type_name,
transaction_type_id,
transaction_source_type_id,
transaction_action_id,
DECODE (TO_CHAR (type_class), '1', '*', '2', '', '')
project_related,
DESCRIPTION,
descriptive_flex_context_code,
transaction_source_type_name,
NVL (type_class, 2)
FROM mtl_trx_types_view
WHERE ( transaction_source_type_id= 3
OR transaction_source_type_id= 6
OR transaction_source_type_id= 13
OR transaction_source_type_id>= 100)
AND (transaction_action_id= 1 OR transaction_action_id= 27)
AND transaction_type_idNOT IN (66,
67,
68,
95,
96)
AND NVL (type_class, -999)<> 1
UNION
SELECT transaction_type_name,
transaction_type_id,
transaction_source_type_id,
transaction_action_id,
DECODE (TO_CHAR (type_class), '1', '*', '2', '', '')
project_related,
description,
descriptive_flex_context_code,
transaction_source_type_name,
NVL (type_class, 2)
FROM mtl_trx_types_view
WHERE ( transaction_source_type_id= 3
OR transaction_source_type_id= 6
OR transaction_source_type_id= 13
OR transaction_source_type_id>= 100)
AND (transaction_action_id= 1 OR transaction_action_id = 27)
AND transaction_type_idNOT IN (66,

9. 67,
68,
95,
96)
AND NVL (type_class, -999)= 1
AND EXISTS
(SELECT 1
FROM mtl_parameters
WHERE organization_id= :parameter.org_id
AND pm_cost_collection_enabled= 1)
ORDER BY transaction_type_name