Historical Data Migration - SAP to Oracle

Customers Delight Sales Order Booking, Picking and Shipping Made Easy Using Forms PersonalizationOverview

The purpose of this document is to to sophisticate the work of the end-user and to give him a pleasure of using Oracle Applications.Requirement

Training the End-Users is always a challenging task. They normally find a hard time to understand and remember the navigation. This is an idea regarding effective usage of User Interface messages to ease their work with Oracle Applications.Solution Approach and Flow chart of the Process FlowUsing Forms Personalization in Oracle Applications.

Pre-requisites1. Have access to or have installed licensed version of Oracle Applications R122. Having access to Forms personalization window.Assumptions

The section lists the complete set of assumptions that need to be considered along with the other constituents of this solution.

1. The is a instance of Oracle Applications version R122. Single user is responsible for Entering/Booking/Picking and Shipping the order3. Sales Order consists of single line4. User only performing Entering,Booking,Picking and Shipping the order ActivitiesThe way it works after Forms Personalization

Screen: 1 (Header Information)

Screen: 2 (Line Information)

Screen: 3 (Zooming from Sales Order Form to Shipping Transaction Form)

User Interface Guidance Message

Screen: 4 (In this Shipping Transaction Form Source System and Sales Order Number will be automatically assigned)

Screen: 5 (User Interface Guidance Message)

Screen: 6 (In Actions Launch Pick Release will be automatically assigned and the control will be at Go button)

Screen: 7 (User Interface Guidance Message)

Screen: 8 (After the completion of Launch Pick Release Concurrent coming back to SO form and Zoom t o Shipping Transaction Form)

Screen: 9 (The Control will automatically go to Delivery and Delivery Number will be automatically assigned)

Screen: 10 (User Interface Guidance Message)

Screen: 11 The Control will directly come to the Delivery Tab

STEPS

Sales Order Form:

Condition: 1: When-New-Form-Instance

Action: 1

Creating Menu Picking and Shipping Made Easy

Action: 2

Declaring Global Variable for passing the Sales Order Number from SO form to Shipping Transaction Form

Condition: 2

When-Validate-Record (Line)

Action: 1

Assigning Value to Global Variable

Condition: 3

When-New-Block-Instance (Order)

Action: 1

Condition: 4

Zooming from SO form to Shipping Transaction Form

Action: 1

Launching Shipping Transaction Form

Shipping Transaction Form:

Condition: 1

Checking whether we have the passed the Global Variable from Sales Order form to Shipping Transaction Form correctly or not. Also we are checking Order Number field is blank or not.

Action: 1

Assigning the Source System = Order Management

Action: 2

Assigning the Global Variable to the Order Number field.

Action: 3

Committing the form

Condition: 2

Checking the Line Status. If it is Ready to Release then we should perform Launch Pick Release

Action: 1

Assigning the values for Actions from LOV.It should be Launch Pick Release

Action: 2

Placing the Control at the GO button

Action: 3

User Interface Message

Condition: 3

Action: 1

Checking for the existence of Message window.

(FYI: Forms Personalization will be executed first before the core code does)

Condition: 4

Checking the Line Status. If it is Staged/Pick Confirmed then we should do Ship Confirm

Action: 1

Automating the control to Delivery Tab

Action: 2

Automating the Control to the Delivery Tab

Action: 3

Assigning the Delivery Number to the Delivery Number field. (We got this Number from the Lines Tab)

Action: 4

Committing the form

Condition: 5

Checking whether the Delivery Status is Open or not.

Action: 1

User Interface Message after Shipping is done.

Action: 2

Assigning Null Value to Global Variable

Solution Salient Features

The following are the salient features1. User Friendly2. No invasive customization of any standard Oracle components.3. Simple approach with the tangible end deliverables clearly identified for each stage.Concluding Notes1. The contents of this document the first cut of a solution approach and design for a prototype.2. The Same Methedology can be used for the Sales Order with Multiple Lines with some enhancements

3. The Same Idea of using Guidance UI messages can be implemented to all the complex navigation in Oracle Applications

Yes

UI Message will navigate you regarding the proceedings. Navigation to Shipping Transaction Form directly from SO form by clicking Picking and Shipping Made Easy menu item which is attached in Actions Menu.

No

Perform Back Order

Ship your order

UI Message will navigate you regarding the proceedings.Also Ship Confirm action will be defaulted at the delivery tab.

The Delivery Number will be defaulted in the Shipping Transaction Form

UI Message will navigate you regarding the proceedings. Navigation to Shipping Transaction Form directly from SO form by clicking Picking and Shipping Made Easy menu item which is attached in Actions Menu.

UI Message will navigate you regarding the proceedings.Also Launch Pick Release action will be defaulted and the control will be placed at Go button. Pick your Item.

Booking the Sales Order

Entering the Sales Order

The Sales Order Number will be defaulted in the Shipping Transaction Form

Staged/Pick Confirmed

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