Symantec SHS Additional Data Elements Form

1. Symantec SHS Additional Data Elements Form : Form Personalization For License Form

Responsibility: Sym US OM Super User

Navigate: Licenses,Orders,Returns-> Licenses -> Help -> Diagnostics -> Custom Code -> Personalize

Oracle Password Window will appear. Type the Oracle Password provided.

STEP-1:

Type the following in seq and description fields.

Seq	10
Description	Create Menu Item

Go to ‘Condition’ tab

Trigger Event	WHEN-NEW-FORM-INSTANCE
Condition

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Special
Description
Language	All

In right side, type the following.

Menu Entry	SPECIAL 13
Menu Label	SHS Additional Data Elements Form

Click On ‘Apply Now’ Button And Save it.

STEP-2:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	20
Description	Check For NULL

Go to ‘Condition’ tab

Trigger Event	SPECIAL13
Condition	:SYMOM_LICENSE_LINES_VW.ORDER_NUMBER IS NULL

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Message
Description
Language	All

In right side, type the following.

Message Type	Show
Menu Label	SHS Additional Data Elements Form
Message Text	Order Number Cannot be NULL. Please query a value.

Click On ‘Apply Now’ Button And Save it.

STEP-3:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	30
Description	Global Variables Initalization

Go to ‘Condition’ tab

Trigger Event	SPECIAL13
Condition	:SYMOM_LICENSE_LINES_VW.ORDER_NUMBER IS NOT NULL

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_order_number
Property Name	INITIAL VALUE
Value	NULL

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	11
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_order_header_id
Property Name	INITIAL VALUE
Value	NULL

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	12
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_form_name
Property Name	INITIAL VALUE
Value	NULL

Click On ‘Apply Now’ Button and Save it.

STEP-4:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	40
Description	Open Additional Data Elements Form

Go to ‘Condition’ tab

Trigger Event	SPECIAL13
Condition	:SYMOM_LICENSE_LINES_VW.ORDER_NUMBER IS NOT NULL

Click On ‘Seq’ Left Side and type the following.

Seq	10
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_order_number
Property Name	VALUE
Value	=to_number(:SYMOM_LICENSE_LINES_VW.ORDER_NUMBER)

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	11
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_order_header_id
Property Name	VALUE
Value	=to_number(:SYMOM_LICENSE_LINES_VW.HEADER_ID)

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	12
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_form_name
Property Name	VALUE
Value	LICENSE_ORDER_FORM

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	30
Type	Builtin
Description
Language	All

In right side, type the following.

Builtin Type	FND_FUNCTION.EXECUTE
Function Name	SYMOM_SYMOMADDLDTL

Click on Save.

2. Symantec SHS Additional Data Elements Form : Form Personalization For Service Contracts Form

Responsibility: SYM US Service Contracts Manager

Navigate: Launch Contracts-> Double click on any contract number(If Recent documents are not empty)

If Recent documents are empty then go to find->type any contract number and click on ‘Search’ button.

‘Service Contracts’ Form will be opened. Then go to Help -> Diagnostics -> Custom Code -> Personalize

Oracle Password Window will appear. Type the Oracle Password provided.

STEP-1:

Type the following in seq and description fields.

Seq	10
Description	Create Menu Item

Go to ‘Condition’ tab

Trigger Event	WHEN-NEW-FORM-INSTANCE
Condition

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Special
Description
Language	All

In right side, type the following.

Menu Entry	SPECIAL 14
Menu Label	SHS Additional Data Elements Form

Click On ‘Apply Now’ Button And Save it.

STEP-2:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	20
Description	Check For NULL

Go to ‘Condition’ tab

Trigger Event	SPECIAL14
Condition	: OKS_LINES.CHR_ID IS NULL AND :OKS_LINES.ID IS NULL

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Message
Description
Language	All

In right side, type the following.

Message Type	Show
Message Text	Please Select a Contract Line.

Click On ‘Apply Now’ Button And Save it.

STEP-3:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	Description
30	Global Variables Initialization

Go to ‘Condition’ tab

Trigger Event	SPECIAL14
Condition	: OKS_LINES.CHR_ID IS NOT NULL AND :OKS_LINES.ID IS NOT NULL

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_contract_chr_id
Property Name	INITIAL VALUE
Value	NULL

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	11
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_contract_cle_id
Property Name	INITIAL VALUE
Value	NULL

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	12
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_form_name
Property Name	INITIAL VALUE
Value	NULL

Click On ‘Apply Now’ Button and Save it.

STEP-4:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	Description
40	Check if not in table

Go to ‘Condition’ tab

Trigger Event	SPECIAL14
Condition	: OKS_LINES.CHR_ID IS NOT NULL AND :OKS_LINES.ID IS NOT NULL AND 1 NOT IN( (SELECT 1 FROM symom_shs_add_data_element where contract_cle_id = to_number(:OKS_LINES.ID)))

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Property
Description
Language	All

In right side, type the following.

Message Type	Show
Message Text	Additional Data Elements Form Cannot Open As No data available For This Line.

Click on ‘Apply Now’ and save it.

STEP-5:

Go to ‘Condition’ tab and click above on ‘Seq’, type the following.

Seq	50
Description	Open Additional Data Elements Form

Go to ‘Condition’ tab

Trigger Event	SPECIAL14
Condition	:OKS_LINES.CHR_ID IS NOT NULL AND :OKS_LINES.ID IS NOT NULL AND 1 IN( (SELECT 1 FROM symom_shs_add_data_element where contract_cle_id = to_number(:OKS_LINES.ID)))

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_contract_chr_id
Property Name	VALUE
Value	=to_number(:OKS_LINES.CHR_ID)

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	11
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_contract_cle_id
Property Name	VALUE
Value	=to_number(:OKS_LINES.ID)

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	12
Type	Property
Description
Language	All

In right side, type the following.

Object Type	Global Variable
Target Object	v_form_name
Property Name	VALUE
Value	SERVICE_CONTRACT_FORM

Click On ‘Apply Now’ Button and Save it.

Click On ‘Seq’ Left Side and type the following.

Seq	30
Type	Builtin
Description
Language	All

In right side, type the following.

Builtin Type	FND_FUNCTION.EXECUTE
Function Name	SYMOM_SYMOMADDLDTL

Click on Save.

3. Symantec SHS Service Contract Form Personalization on Termination (Warning message)

Responsibility: SYM US SaaS Contracts Business Administrator

Navigate: Launch Contracts

Oracle Contracts Form will be opened.

Now Click on ‘Torch’ icon.

‘Search Templates And Contracts Form’ will be opened. Enter any Contract

Number in the ‘Contract Number’ Field like the following screenshot.

Click On ‘Search’ Button.

Right Click on Displayed Contract number.

Select ‘Terminate’ from the list.

‘Terminate Contracts’ Form will be opened.

Now navigate to Help > Diagnostics > Custom Code > Personalize

Oracle Password Window will appear. Type the Oracle Password provided.

Type the following in seq and description fields.

Seq	10
Description	Check availability in table

Go to ‘Condition’ tab

Trigger Event	WHEN-NEW-BLOCK-INSTANCE
Condition	:OKSTERMN_TS.CONTRACT_ID is not null and :OKSTERMN_TS.TERM_DATE is not null AND 1 IN( (SELECT 1 FROM symom_shs_add_data_element where contract_chr_id = to_number(:OKSTERMN_TS.CONTRACT_ID)))

Go to ‘Actions’ tab. Type the following,

Seq	10
Type	Message
Description
Language	All

In right side, type the following.

Message Type	Warn
Message Text	Warning : Contract is being Terminated without serving entire Notice Period

Save it.