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Transactions Form Personalization: How to Disable Credit Option from the Actions Menu (Doc D!"#$%$&'!
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APPLIES TO:
Oracle Receivables - Version 11.5.1.! and later
"nformation in t#is document a$$lies to any $latform.
C#ecked for relevance %-&$r-!1'Form(&R)*+,&".F, - *ransactions
GOAL
Oracle Receivables (AR): Transactions Workbench Information Center > Transactions
Form ersonali!ations: "am#le Co$e% &no'n Issues an$ atches > ote *+,-,./
*#is document $rovides information on #o you can disable t#e Credit o$tion from &ctionsmenu in t#e *ransactions Form.
+&R/"/G(
*#is sam$le code is $rovided for educational $ur$oses only and not su$$orted by Oracle Su$$ortServices. "t #as been tested internally0 #oever0 and orks as documented. +e do not uarantee
t#at it ill ork for you0 so be sure to test it in your environment before relyin on it.
2roofread t#is sam$le code before usin it3 Due to t#e differences in t#e ay te4t editors0 e-mail
$ackaes and o$eratin systems #andle te4t formattin s$aces0 tabs and carriae returns60 t#is
sam$le code may not be in an e4ecutable state #en you first receive it. C#eck over t#e sam$le
code to ensure t#at errors of t#is ty$e are corrected.
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SOLUTION
*#e Credit o$tion in t#e &ction menu cannot be disabled via setu$0 it #as to be done via $ersonali7ation as s#on belo(
Res#onsibilit0( Receivables ,anaer
avi1ation( *ransactions 8 *ransactions
Go to Forms 2ersonali7ation ,enu
avi1ation( 9el$ 8 Dianostics 8 Custom Code 8 2ersonali7e2rovide a uni:ue se:uence and descri$tion. "n t#e Condition tab enter t#e folloin(
/ote( ;ou can restrict t#e Conte4t at t#e level you re:uire valid values are( Site0 "ndustry0
Res$onsibility0 <ser6 0 above0 t#e $ersonali7ation ill only a$$ly to <ser = R&>&/"
"n t#e &ction tab0 create to se:uence records0 enter t#e folloin for Se:?10 t#is disables t#e
Credit o$tion in t#e &ctions ,enu(
@nter t#e folloin for Se:?!0 t#is $rovides an informational messae to t#e <ser0 #en t#ey
attem$t to use t#e Credit o$tion(
Save your ork and e4it.
*est t#e $ersonali7ation by creatin an "nvoice and t#en attem$tin to invoke &ctions 8 Credit(
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