Record History and other

Personalizations in R12 Oracle

Applications Framework (OAF) Forms
Session ID#11324
Chris Tyner
AXIA Consulting
Carole Landgrebe
Intelligrated
Introductions
Record History in R11i
R12 OAF pages
OAF Personalization Primer
How to add Record History
Issues with the OAF pages
Base Tables for an OAF page
How to add your own Record History


Please ask questions!!!!!
2
AXIA Consulting, LLC
Founded in 2005 in Columbus, Ohio, AXIA AXIA Consulting is a premier consulting
firm that provides technology and business consulting services to local middle-
market and Fortune 500 companies as well as government agencies. Focused on
real, business oriented results, AXIA consistently delivers tremendous value by
accomplishing projects on-time and on-budget while achieving our clients strategic,
operational, and technology objectives
AXIA founding members have been working together for over 20 years
Management stability
Common goal of client satisfaction
Excellent track record of satisfied clients, 100% client reference-ability
Oracle Partner - Gold Level
Chris Tyner, Senior Consultant, AXIA Consulting
21 years in IT consulting in a variety of industries
Working with Oracle Applications since 1993
Release 9.4.2 through 12.1.3
Presenter at OAUG (1999, 2008) as well as Open World 2011
Lives in the Cleveland area
3
Intelligrated, Inc.
Founded in 2001 by executives from other conveyor companies, HQ in Cincinnati, OH
Company brought up on Oracle EBS at founding, upgraded to R12 in 2010
Grew rapidly to a leading provider material handling solutions in the following
industries:
Warehouse & Distribution, Manufacturing, Postal & Parcel

2009 Acquisition tripled the size of the company to our current size
1600+ staff associates
4 US manufacturing plants
Canadian and Mexican operations
Carole Landgrebe, Senior Business Analyst, Intelligrated
Came into IT through the back door originally a manufacturing and distribution
manager in the chemical process industry
Working with Oracle Applications since 1997
Oracle Consulting, 1997 2003, starting with 10.7 character
Intelligrated since 2003
Lives in the Cincinnati area
4
Standard audit data on nearly every form
Based on the WHO columns on database tables
Also shows base table or view
While cursor is in a
form field, use
standard menu bar
navigation:

> Help > Record History
5
6
Several pages have been migrated from the
professional user interface to the new OAF technology
for R12:

Suppliers
Customers
Bank Accounts
Payments
EB Tax
Project Management




Plus others already existed
7
Record History was added as a capability within the
features of OAF page Personalization

Released as a part of ATG patch in Release 12.0.6

Still not turned on automatically in any page you must
personalize each page page where this is needed
The pages also need to be enhanced to use the Record History
Functionality, i.e., Uptake the new feature
As a result many R12 OAF pages still do not work with this
functionality
8
Setups needed to Personalize an OAF page
Three profiles must be set to add Record History to R12 pages
9
Can implement many useful features on OAF pages for
these security levels, with the quick setting of a property
Field Labels
Field Size
Ordering Fields on a Page
Hide Fields (Render = False)
Apply Styles (CSS Class property), such as apply UPPER CASE
Many more
As a note, personalizations can be set at a variety of
levels
Site (most useful for the Record History feature)
Organization
Responsibility
10
Can only be added to the following components in OAF
pages
Header
Table
Advanced Table
Set those Profile Options, and then open up the OAF
page
11
Demonstration on a new EB Tax form
Choose the Personalization link to open page that lists
objects available
12
Page to allow you to choose the right object in the region
Note the Document
Name for management of
your Personalizations
Choose the right
object from the
Personalization
structure List
13
Properties that can be personalized for the object selected
14
Set the value of true at the desired level
Apply changes to return to Object list
15
Click to return to the application, changes will be
immediately available
16
New Record History icon is available on the page
17
When the icon is clicked for a record
18
Sometimes when the Record History is added, it doesnt work
19
The following pages have been tested to work with
Record History capabilities
Module/Functional Area Record History Comments
EB Tax Works in certain page items
Payments Works in certain page items, such as Payment Process
Requests
Customers Does not work, see Enhancement Request information
at the end of this presentation
Suppliers Does not work, see Enhancement Request information
at the end of this presentation
Project Management Does not work
Employee Self-Service
(HR)
Does not work
Bank Accounts (Cash
Management)
Does not work
20
Standard Record History in OAF will only show the User
IDs, not the User Name (From FND_USER table)
21
Oracle has set up Enhancement Requests to address all of
these issues.

User Name on Record History, not User ID
ER 9342923, opened on Feb 2, 2010
Record History uptake on Customer OAF page
ER 7693621, opened on Jan 7, 2009
Record History uptake on Supplier OAF page
ER 8275824, opened on Feb 20, 2009
Please attach your company to these ER numbers!
22
The other component of the Record History in the
original forms is the listing of the base table (or view).

This can be discovered on OAF pages, and there is
much greater detail available.

Begin by setting the Personalize Self-Service Defn
Profile option to yes, or you could also just use the
FND: Diagnostics profile set to yes.

Then open the OAF page in question
23
Open the Customers forms
Note the About this Page link now shows at the bottom
24
For our example, query up a Customer, click through to
the Customer Account page
25
After Clicking the About this Page link
Use the Page Definition region to expand all components
26
This provides the following
Component list with View Objects listed
27
Some View Objects have hyperlinks to the definition,
such as the example from the previous slide
Full query for the View Objects is displayed
28
If the View Object name was not hyperlinked, note the
name and find it in the Select a view object drop down
Click the Get Details button to open the details for that
View Object
29
The full list of View Objects was also available from the
first page into the About this Page link.
Expand the Business Component Reference Details
30
Full list of View Objects for the page are displayed
31
Once the OAF personalization skills have been
mastered, you can configure a version of record history
in most OAF pages.
We compiled a white paper with several options, some of which
involve OAF page development skills
First well talk about a partial solution which only involves OAF
Personalization techniques (no custom development)
32
Going back to the View Object Definition, most of these
are defined with the WHO columns included from the
main table.

Go back to the Customer Account page:
33
Using the About this Page link, we see the View Object
includes Last Update Date, Last Updated By ...
34
Return to the application page, and then click the link to
Personalize Create Account.
We are going to add new fields to our page to display
the WHO columns.
35
Use the Create Item icon to add a new field to the area
of the page.
You also have a chance to re-order fields once the
additions are made.
36
Create Item page will display, choose the Message Text
Input item style (the Property List will change slightly).
37
Set the following Properties for our new Creation Date
field:

Level = Site
Item Style = Message Text Input (Note that we can not use the
Message Styled Text type here because this region was intended for
the update of data)
ID = Creation_Date_Value (This is a unique name that you can make
up, must contain no spaces)
Data Type = DATETIME (We want to see the date and time stamp)
Prompt = Creation Date (Label for this field on the page)
Read Only = true
Rendered = true (This causes it to be visible on the page)
View Attribute = CreationDate (The field as it is listed on the Attribute
list on the View Object description page)
View Object = HzPuiCrUpCustActVO (The exact name of the view
Object)

38
Apply the changes and page component list is updated.
39
Click the Return to Application link and observe the new
field...
40
Repeat with other WHO columns to complete the result.
41
A more complete Record History solution would modify
the View Object to include joins to FND_USER.

Then you could display the user_name field.

This requires developer skills and JDeveloper.

The Whitepaper from this session will walk you through
an example of generating a custom View Object in
JDeveloper.

A View Object is generated based off an existing one.
Then a substitution of the new View Object is performed.
42
The new user name fields in the View Object are added
to the Supplier page as previously described.
A picture of a customized Supplier page...
43
Questions?
Comments?
44
THANK YOU
Chris Tyner
AXIA Consulting
chris.tyner@axiaconsulting.net
http://www.axiaconsulting.net

45