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Forms Personalization - Restricting Purchase Orders [message #600177]

Fri, 01 November 2013 14:58

briankrieger42
Messages: 2
Registered: November 2013
Location: Ohio

Junior Member

Good afternoon to all those who solve difficult problems,

We are trying to create a Forms Personalization that will restrict the Purchase Orders returned in the Purchase Order Summary screen based on the BUYER. For example, "Buyer A" (Master Buyer) can see all purchase orders but "Buyer B" and "Buyer C" can only see purchase orders for any buyer EXCEPT "Buyer A". The trick is that the Purchase Order Summary screen can FIND orders based on so many different criteria. We can use Responsibilities to to create the "Restricted" form, and give "Buyer A" the un-personalized form.

We are pretty new to Forms Personalization in general, and this seems like a tough one.

Any help or suggestions would be appreciated.

Brian

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Re: Forms Personalization - Restricting Purchase Orders [message #600194 is a reply to message #600177]

Sat, 02 November 2013 04:43

erporacleuser
Messages: 5
Registered: November 2013

Junior Member

Hi Brian,

Please try setting the security level to Private in Document Types for BuyerA (Master Buyer)

Navigation :

Purchasing > Setup > Purchasing > Document Types > Security Level.

Rgds,

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Re: Forms Personalization - Restricting Purchase Orders [message #600260 is a reply to message #600194]

Mon, 04 November 2013 08:40

briankrieger42
Messages: 2
Registered: November 2013
Location: Ohio

Junior Member

We have investigated the Purchasing Controls. The PRIVATE option may be too drastic for us. We have 10-15 buyer in different rolls as well as departmentalized Expense Purchasing. My understanding is that PRIVATE makes POs "Invisible" to all but the Buyer attached to the order. This would not meet our business requirement.

Thank You for the response!

B

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Re: Forms Personalization - Restricting Purchase Orders [message #605766 is a reply to message #600260]

Tue, 14 January 2014 07:54

sreekumar.nair.it
Messages: 16
Registered: January 2014

Junior Member

Hi,

I hope this may help you.

Rule Seq: 30
Description: Give Required Description
Trigger Event: WHEN-NEW-BLOCK-INSTANCE
Trigger Object: BLOCK_NAME
Condition: Your Condition
Processing Mode: Not in Enter-Query Mode
Context: User and set the value to your user name

Actions Seq: 10
Type: Property
Object Type: Block
Target Object: BLOCK NAME
Property Name: DEFAULT_WHERE
Value: ='AGENT_ID IN ('|| 'SELECT FND_PROFILE.VALUE('USER_ID') FROM DUAL '||')'

Actions Seq: 20
Type: Builtin
Builtin Type: DO_KEY
Argument: EXECUTE_QUERY

Regards,
Sreee

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