Creating Menu Item Shortcut for report using Form Personalization

Oracle EBS Menu Item Configurations Steps

The below steps show how to add an additional Menu in forms toolbar using Oracle Form Personalization Feature, in this example a menu will be created in Inventory Move Order Form to create a shortcut for running “Move Order Pick Slip Report”

1. Navigate to Inventory Module – Move Orders Form

Inventory à Move Orders à Move Orders

2. Open Form Personalization Form From help

Help Menu à Diagnostics àCustom Code à Personalize.

3. Enter the sequence number as 70 and description “Menu Move Order Pick Slip Report”
4. Select the Trigger Event as “WHEN-NEW-FORM-INSTANCE” and save the changes

5. On Actions tab, enter or select the following values
   • Sequence = 10
   • Type = Menu
   • Description = Move Order Pick Slip Report
   • Language = All
   • Enabled = Yes

6. On the right side of Actions tab, enter or select the following values
   • Menu Entry = SPECIAL45
   • Menu Label = Move Order Pick Slip Report
   • Render line before menu = Yes

7. Click on the “Validate” button, then click on “Apply Now” button

8. Close both the forms and reopen the Move Order form
   Result: New Menu Actions will be created having one menu item “Move Order Pick Slip Report” as shown below.

9. Open the personalization form and it should automatically query the existing rule to activate the special menu
10. Enter the sequence number as 80 and description “Invoke Receipt DT Custom Form on Special Menu”
11. Select the Trigger Event as “SPECIAL45” and save the changes

12. On Actions tab, enter or select the following values
    • Sequence = 10
    • Type = Builtin
    • Description = Move Order Pick Slip Report
    • Language = All
    • Enabled = Yes

13. On the right side of Actions tab, enter or select the following values
    • Builtin Type = Execute a Procedure
    • Argument =

='BEGIN APPS.XXAA_MV_PS_C ('||${item.tomai_main_header_blk.organization_id.value}||','||${item.tomai_main_header_blk.request_number.value}||');  END'

14. On Actions tab, enter or select the following values
    • Sequence = 11
    • Type = Message
    • Language = All
    • Enabled = Yes

15. On the right side of Actions tab, enter or select the following values

• Message Type = Show
• Message Text = “Request has been Submitted”

16. Validate, Apply and Save the changes
17. Close both the forms and reopen the Receipts form
    Result: When clicked on the Actions > Move Order Pick Slip Report, it should submit the concurrent program for the report

Procedure Source for Calling Concurrent Program

CREATE OR REPLACE PROCEDURE APPS.XXAA_MV_PS_C (P_ORG_ID     NUMBER,

                                            P_MV_L       NUMBER )

IS

   v_request_id   NUMBER;

     v_request_layout   BOOLEAN;

BEGIN

   BEGIN

      fnd_global.

       apps_initialize (FND_GLOBAL.USER_ID,

                        FND_GLOBAL.RESP_ID,

                        FND_GLOBAL.RESP_APPL_ID);

      mo_global.init ('INV');

      COMMIT;

   END;  

    v_request_layout:= fnd_request.add_layout (template_appl_name      => 'INV',

                              template_code           => 'INVTOPKL_XML',

                              template_language       => 'en',

                              template_territory      => 'US',

                              output_format           => 'PDF'

                             );

commit;

   v_request_id :=

      FND_REQUEST.SUBMIT_REQUEST (application   => 'INV',

                                  program       => 'INVTOPKL_XML',

                                  description   => 'Move Order Pick Slip',

                                  start_time    => SYSDATE,

                                  sub_request   => NULL,

                                  argument1     => P_ORG_ID,

                                  argument2     => P_MV_L,

                                  argument3     => P_MV_L,

                                  argument4     => null,

                                  argument5     => null,

                                  argument6     => null,

                                  argument7     => null,

                                  argument8     => null,

                                  argument9     => null,

                                  argument10    => null,

                                  argument11    => null,

                                  argument12    => null,

                                  argument13    => null,

                                  argument14    => null,

                                  argument15    => null,

                                  argument16    => null,

                                  argument17    => null,

                                  argument18    => null,

                                  argument19    => 'N',

                                  argument20    => null,

                                  argument21    => null,

                                  argument22    => 'N');

   COMMIT;

END XXAA_MV_PS_C;