9/23/23, 3:08 PM Document 2212077.

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How to Restrict Journal Categories in Enter Journal And Find Journal Window Through Form
Personalization (Doc ID 2212077.1)

In this Document

Goal
Solution
References

APPLIES TO:

Oracle General Ledger - Version 12.1.1 and later

Information in this document applies to any platform.

GOAL

How To Restrict Journal Categories in Enter Journal and Find Journal window through form personalization ?

SOLUTION

To define form personalization on 'Find Journal' and 'Enter Journal' form follow below steps:

Find Journal Form:

1. Go to General ledger Responsibility

-> Journals > Enter

-> On the menu bar click on Help > Diagnostics > Custom Code > Personalize.

-> Enter a new line for find journal form with a Sequence number, Description and level as 'Form' and enabled the sequence.

-> Enter Condition for the Find Journal form

Condition Tab:

Trigger Event: WHEN-NEW-ITEM-INSTANCE

Trigger Object: FOLDER_QF.USER_JE_CATEGORY_NAME
Condition: Null
Processing Mode: Both

Context:
Level: "Responsibility"
Value: Responsibility Name

Action Tab:

Seq: 10

Type: Builtin
Description: Create Record Group
Language: All
Builtin Type: Create Record Group From Query

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Argument:
select je_category_name, user_je_category_name, description from gl_je_categories_v
WHERE user_je_category_name in ('Adjustment', 'Accrual') order by user_je_category_name;

Group Name:Enter a Group Name

Seq: 20

Type: Property
Description: Attach the Record Group to the LOV
Language: All
Object Type: LOV
Target Object: USER_JE_CATEGORY_NAME_QF
Property Name: GROUP_NAME
Value: Name defined on first sequence

Enter Journal Form:

2. Journals > Enter > New Journal

-> On the menu bar click on Help > Diagnostics > Custom Code > Personalize.

-> Enter second line for 'Enter Journal' form with a Sequence number, Description and level as 'Form' and enabled the
sequence.

-> Enter Condition for the 'Enter Journal' form

Condition Tab:

Trigger Event: WHEN-NEW-ITEM-INSTANCE

Trigger Object: HEADER.USER_JE_CATEGORY_NAME
Condition: Null
Processing Mode: Both

Context:
Level: "Responsibility"
Value: Responsibility Name

Action Tab:

Seq: 10

Type: Builtin
Description: Create Record Group
Language: All
Builtin Type: Create Record Group From Query
Argument:
select je_category_name, user_je_category_name, description from gl_je_categories_v
WHERE user_je_category_name in ('Adjustment', 'Accrual') order by user_je_category_name;

Group Name:Enter a Group Name

Seq: 20

Type: Property
Description: Attach the Record Group to the LOV
Language: All
Object Type: LOV
Target Object: USER_JE_CATEGORY_NAME
Property Name: GROUP_NAME
Value: name defined on first sequence

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Note: By following above steps you can restrict the journal categories, but F11 will not have any effect on this personalization.
Personalizing F11 on GL forms will be a complex scenario '171450.1'

REFERENCES
NOTE:166650.1 - Working Effectively With Oracle Support - Best Practices
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