Zoon Functionality - Personalization PDF

Implementing Zoom Functionality – Form Personalization
Aug 2010
White Paper on Zoom functionality
Opening Service Request form from

Sales Order form and vice versa.
Oracle Applications 11.5.10
Prashanth Kiran Kumar Medicherla

Technical Consultant
Satyam Computer Services Ltd.
mpkirankumar@yahoo.com
Page 1
Table of Contents
Table of Contents .................................................................................................................................... 2

Introduction ............................................................................................................................................ 3
Forms usage ............................................................................................................................................ 4
Implementation Approach....................................................................................................................... 8
Calling Service Request Form through Sales Order form ...................................................................... 8
Calling Sales Order form through Service Request form ..................................................................... 20
References ............................................................................................................................................ 32
Page 2
Introduction
This document helps to know how to implement re-cursive Zoom functionality using form
personalization. Organizations that use the Service requests will have high usage of accessing the Sales
order screens to know the details of charges submitted to order management (RMA) and to access the
service requests for through which Sales Order/RMA is created. This feature is enabled when Order
source type is ‘Service Billing’ and order source reference has value (Service Request number) then
Service requests form will be displayed through Sales Order form. Other hand if charges has submitted
to Order management (RMA’s) through Service Requests then Sales Order form for the RMA associated
to Service Request is displayed. In nutshell we can open Sales Order form through Service Request form
and vice versa using form personalization.
Page 3
Forms usage
Service request form:
Service request describes all the necessary information about the customer problem to
determine the best plan of action to resolve the issue effectively. Through integration with
Oracle Order Entry, service requests can create an RMA to return a defective product for repair
or replacement. Oracle Order Entry/Shipping provides sophisticated tracking of your return
material authorizations. If your service request is for a return for repair, Oracle Service
automatically links the service request with the associated repair lines by way of the RMA
number.
Service Request Form Charges Tab
Page 4
Actions tab:-
Order Status (J) tab:-
Page 5
Sales order form:-
Order Information enables you to access information about a sales order. Order Management
lets you combine outbound/order lines and inbound/return lines on the same Order. The Order
Category on the Header controls whether it can have only outbound lines (‘Order’), only
inbound lines (‘Return’) or lines of both kind.
Page 6
Page 7
Implementation Approach
Solution for calling one form to another form and vice versa feature in prior versions of
oracle applications (11.5.10) can be achieved through Custom.pll which is complex in
nature and impacts the performance overall application as Custom.pll will be called in all
other forms and evaluated on condition base. Latest versions of Oracle applications
(11.5.10) onwards Zoom functionality can be achieved using Form Personalization which
is less complex and easy to handle. This document describes how to implement
(solution approach) in calling Sales order form through Service Request Form and
Service request Form through Sales order form can be implemented easily (Zoom
functionality) using Personalization.
Calling Service Request Form through Sales Order form
Steps to reproduce:
1. Navigate to Service Request form
2. Query for Service Request# for which charges submitted to OM ( RMA Created)
3. Navigate to Charges tab
4. Go to Tool menu
5. Choose Sales Order Form option from menu
6. Sales Order Form is opened with Order associated to Service Request.
Page 8
Navigation Steps:-
Open Sales Order Standard Form Help Diagnostics Custom Code Personalization
Solution approach at glance
1. Create Menu item ( Service Request Form) in tool Menu
2. Set Global Variable SR Number
3. Call Service Request Form Pass SR# to in Global variable
4. Enter query SR form
5. Execute Query SR form with SR# in Global variable.
Page 9
Create record in FND_FORM_CUSTOM block and follow the below steps

Sequence : 1
Description : Initialize Global Variable - (SO Form to SR Form)
Level : Function
Enabled : Yes
Navigate to Condition Tab
Trigger Event : WHEN-NEW-FORM-INSTANCE

Trigger Object :
Condition :
Processing Mode : Not in Enter-Query Mode
Responsibility:
List of Responsibilities wish to apply this functionality.
Page 10
Navigate to Actions Tab
Sequence : 1
Type : Property
Description : Initialize Global Variables
Language : All
Enabled : Yes
Object Type : Global Variable
Target Object : G_ORDER_NUMBER
Property Name : INITIAL VALUE
Value :
Page 11

Sequence : 2
Description : Create Service Request Menu Item - (SO Form to SR Form)
Level : Function
Enabled : Yes

Trigger Object :
Condition :
Responsibility:
Page 12
Sequence : 1
Type : Menu
Description : SR Form Menu Item
Language : All
Enabled : Yes
Menu Entry : MENU2
Menu Label : Service Request Form
Render Line before Menu : Checked
Icon Name : Service Request Form
Enabled in Block(s) : ORDER
Page 13

Sequence : 3
Description : Set Global Variables & Open SR Form - (SO Form to SR Form)
Level : Function
Enabled : Yes

Trigger Event : MENU2
Trigger Object :
Condition : : ORDER.ORDER_SOURCE_DSP ='Service Billing' AND
: ORDER.SOURCE_DOCUMENT_TYPE_ID = 7
Responsibility :
Page 14

Sequence : 1
Type : Property
Description : Set SR Num to Global Variable
Language : All
Enabled : Yes
Target Object : G_SER_REQ_NUM
Property Name : VALUE
Value : =:ORDER.ORDER_SOURCE_REFERENCE
Sequence : 2
Type : Built-in
Description : Open SR Form
Language : All
Enabled : Yes
Built-in Type : Launch a Function
Function Code : CSXSRISR
Function Name : Create Service Requests
Parameters :
Page 15
Sequence : 4
Description : Enter Query - (SR Form to SO Form)
Level : Function
Enabled : Yes
Trigger Event : WHEN-NEW-RECORD-INSTANCE

Trigger Object : ORDER
Condition :
: GLOBAL.G_ORDER_NUMBER IS NOT NULL AND
: ORDER.ORDER_NUMBER IS NULL
Responsibility:
Page 16
Sequence : 1
Type : Built-in
Description : Enter Query
Language : All
Enabled : Yes
Built-in Type : DO_KEY
Argument : ENTER_QUERY
Page 17

Sequence : 5
Description : Execute Query - (SR Form to SO Form)
Level : Function
Enabled : Yes
Trigger Object : ORDER
Condition : : GLOBAL.G_ORDER_NUMBER IS NOT NULL AND
: ORDER.ORDER_NUMBER IS NULL
Processing Mode : Only in Enter-Query Mode
Responsibility:
Page 18

Sequence : 1
Type : Property
Description : Global Variable to Form Variable
Language : All
Enabled : Yes
Object Type : Item
Target Object : ORDER.ORDER_NUMBER
Value : =:GLOBAL.G_ORDER_NUMBER
Sequence : 2
Type : Property
Description : Reset Global Variable
Language : All
Enabled : Yes
Value :
Sequence : 3
Type : Built-in
Description : Execute Query
Language : All
Enabled : Yes
Argument : EXECUTE_QUERY
Page 19
Calling Sales Order form through Service Request form
Open Service Requests Form Help Diagnostics Custom Code Personalization
Opening Sales Order Form from Service Request Form
Solution approach at glance
1. Create Menu item ( Sales Order Form) in tool Menu
2. Set Global Variable SO# Number
3. Call Sales Order Form Pass SO# to in Global variable
4. Enter query SO form
5. Execute Query SO form with SO# in Global variable.
Page 20
Sequence : 1
Description : Initialize Global Variables
Level : Function
Enabled : Yes

Trigger Object :
Condition :
Responsibility:
Page 21
Sequence : 1
Type : Property
Description : Initialize Global Variable
Language : All
Enabled : Yes
Property Name : INITIAL_VALUE
Value :
Page 22
Sequence : 2
Description : Enter Query -- (SO Form to SR Form)
Level : Function
Enabled : Yes

Trigger Object : INCIDENT_TRACKING
Condition : :GLOBAL.G_SER_REQ_NUM IS NOT NULL AND
: INCIDENT_TRACKING.INCIDENT_NUMBER IS NULL
Responsibility:
Page 23
Sequence : 1
Type : Built-in
Description : Enter Query
Language : All
Enabled : Yes
Argument : ENTER_QUERY
Page 24
Sequence : 3
Description : Execute Query -- (SO Form to SR Form)
Level : Function
Enabled : Yes

Trigger Object : INCIDENT_TRACKING
Condition : :GLOBAL.G_SER_REQ_NUM IS NOT NULL AND
: INCIDENT_TRACKING.INCIDENT_NUMBER IS NULL
Processing Mode: Only in Enter-Query Mode
Responsibility:
List of Responsibilities need to apply this functionality.
Page 25
Page 26
Sequence : 1
Type : Property
Description : Set Global to Form Variable
Language : All
Enabled : Yes
Object Type : Item
Target Object : INCIDENT_TRACKING.INCIDENT_NUMBER
Value : =:GLOBAL.G_SER_REQ_NUM
Sequence : 2
Type : Property
Description : Re-Set Global Variable
Language : All
Enabled : Yes
Value :
Sequence : 3
Type : Built-in
Description : Execute Query
Language : All
Enabled : Yes
Argument : EXECUTE_QUERY
Page 27
Sequence : 4
Description : Creating Menu to Open Sales Order Form - (SR
Form to SO Form)
Level : Function
Enabled : Yes

Trigger Object :
Condition :
Responsibility
Page 28
Sequence : 1
Type : Menu
Description : Enabling SO Form Menu item
Language : All
Enabled : Yes
Menu Entry : MENU1: Sales Order Form
Menu Label : Sales Order Form
Render line before menu : Checked
Icon Name : Sales Order Form
Enabled in Block(s) : CHARGES_DETAIL_BLK
Page 29
Sequence : 5
Description : Set Global Variables & Open Sales Order Form - (SR Form to SO Form)
Level : Function
Enabled : Yes
Trigger Event : MENU1

Trigger Object :
Condition : :CHARGES_DETAIL_BLK.ORD_ST_ORDER_NUMBER IS NOT NULL
Responsibility:
Page 30

Sequence : 1
Type : Property
Description : Set SO# to Global Variable
Language : All
Enabled : Yes
Value : =:CHARGES_DETAIL_BLK.ORD_ST_ORDER_NUMBER
Sequence : 2
Type : Built-in
Description : Open SO Form
Language : All
Enabled : Yes
Built-in Type : Launch a Function
Function Code : ONT_OEXOEORD
Function Name : Sales Orders
Parameters :
Page 31
References
1. Oracle Applications Developer Guide

2. Information About the Oracle Applications Form Personalization Feature in 11i [ID 279034.1]
Page 32

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Implementing Zoom Functionality – Form Personalization

White Paper on Zoom functionality

Opening Service Request form from

Prashanth Kiran Kumar Medicherla

Table of Contents .................................................................................................................................... 2

Service request form:

Service Request Form Charges Tab

Order Status (J) tab:-

Sales order form:-

Calling Service Request Form through Sales Order form

1. Navigate to Service Request form

3. Navigate to Charges tab

5. Choose Sales Order Form option from menu

6. Sales Order Form is opened with Order associated to Service Request.

Solution approach at glance

1. Create Menu item ( Service Request Form) in tool Menu

2. Set Global Variable SR Number

3. Call Service Request Form Pass SR# to in Global variable

4. Enter query SR form

5. Execute Query SR form with SR# in Global variable.

Create record in FND_FORM_CUSTOM block and follow the below steps

Navigate to Condition Tab

Trigger Event : WHEN-NEW-FORM-INSTANCE

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Create record in FND_FORM_CUSTOM block and follow the below steps

Navigate to Condition Tab

Trigger Event : WHEN-NEW-FORM-INSTANCE

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Create record in FND_FORM_CUSTOM block and follow the below steps

Navigate to Condition Tab

Processing Mode : Not in Enter-Query Mode

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Create record in FND_FORM_CUSTOM block and follow the below steps

Trigger Event : WHEN-NEW-RECORD-INSTANCE

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Create record in FND_FORM_CUSTOM block and follow the below steps

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Calling Sales Order form through Service Request form

Open Service Requests Form Help Diagnostics Custom Code Personalization

Opening Sales Order Form from Service Request Form

Solution approach at glance

1. Create Menu item ( Sales Order Form) in tool Menu

2. Set Global Variable SO# Number

3. Call Sales Order Form Pass SO# to in Global variable

4. Enter query SO form

5. Execute Query SO form with SO# in Global variable.

Create record in FND_FORM_CUSTOM block and follow the below steps

Navigate to Condition Tab

Trigger Event : WHEN-NEW-FORM-INSTANCE

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Create record in FND_FORM_CUSTOM block and follow the below steps

Navigate to Condition Tab

Trigger Event : WHEN-NEW-RECORD-INSTANCE

List of Responsibilities wish to apply this functionality.

Navigate to Actions Tab

Create record in FND_FORM_CUSTOM block and follow the below steps