Creating Documents Sequence in Oracle EBS R12

What is document Sequence?

Document Sequence numbering is powerful option in oracle apps to create a unique sequence number for a document generated in oracle Apps (i.e General voucher , receipt, Purchase Order).

Oracle Apps give option to generate the document sequence separate for each app function or combine sequence number for each application.

For example you can generate separate sequence number for sale order of each type or assign same sequence number to all type.

Prerequisites to Use Document Sequence:

Profile option Sequential numbing must be either set always used or partially used

Configuration :

Login to System and Select System Administrator responsibility

Step 1 :  System Administrator>Application>Sequential Numbering>Define

 

Name : Any understandable name of Sequence  like if your are creating sequence of Payable application then it could be AP_MONTH_YEAR in may case AP_Apr_14

Application :Select Name of application  for which you are creating sequence from LOV  i.e Order management, Payable, Purchasing  etc

Effective From Date : Enter From date where this sequence will be effective i.e 01-APR-2014

Effective To date : Enter to date if you want to restrict sequence to expire on particular date i.e 30-APR-2014

Type : Select one of following type

• Automatic: The number will be generated automatically, but might not be gapless if there are more than one user working on same document category
• Manual: The user has to manually enter the document number
• Gapless: The sequence will be gap less even when there are more user working on the same category, but it requires memory as the application will reserve the sequence number and will not generate it until the document is successfully committed

Message : Check Message if you want a popup displaying the number being assigned to the document

Initial Value : Initial Value of sequence number indicate from where sequence number be generated it could be 1 or any other value depends upon user requirement like in our case it is 14040001. First document number generated from this sequence will be 14040001 then 14040002,14040003  etc

Click on Save ,Now you have created  a sequence number , next step is to assign this sequence to application

Step 2: In order to assign a sequence to application follow following navigation steps
Navigation : System Administrator>Application>Sequential Numbering>Assign

There are two tabs on this from one is document and other is assignment, Now select document tab and enter following information:-

Application : Application for which you want to assign sequence

Category : Select document category related to application selected for example if you have selected Payable in application  the its categories will be  check payments, credit memo invoices  etc. In our case we have selected check payments category to assign sequence

Ledger  : Select Ledger  for which you want to assign sequence , if you have multiple ledgers then assign to each ledger separately.

Method : This method is for category document being generated
• Null: This is selected by default. If the category is generated both manually and automatically.
• Automatic: The document is generated automatically. If you will select this option then manual document will not have document assignment and the system will give error.
• Manual : The document is generated manually.
Start Date : Start date of assignment
End Date : End date of assignment

Sequence : Name of Sequence you want to assign  , in our case AP_APR_14

Now You See its effect on respective application

Thanks
For comments :pleas email to oraapps14@gmail.com

Adding a custom Report in Oracle Apps R12

Pre Requisites 

1-Develop a report using Oracle Developer and placed it in respective module folder in oracle apps tier.
2- User must have access to system administration responsibility


Configurations :

In order to display the report in your concurrent programs following step must be followed

1- Login into system and select system administrator responsibility

2- Define Executable : Navigate to  Concurrent >Program > Executable  , following screen will be appears :-

• Enter Name of Executable :  any meaningful name  (i.e  GL_TRANSACTION_CUST)
• Short Name : Short name  (i.e  GL_TRANSACTION_CUST)
• Application: Choose Module  ( This will be module in which report exists)
• Description : Any description that will help to recognize it later
• Execution Method : Choose  Oracle Reports from List
• Execution File Name : this will be actual name of RDF report and press save button

3-  Define Concurrent Program :Navigate to  Concurrent >Program >Define  , following screen will be appears :

• Program : Enter Name of report  that will appear in Concurrent Program list
• Short Name : Short Name of Program

Application : Module where this will appear

• Executable : Select executable name that you have created in above step
• Output : Output type of report like PDF,txt , html etc
• Now Click on Parameters to enter parameters for report, Following screen will be appeared :-

• Enter Parameters Name appear in Report
• In Token Field write down actual parameter name that is parameter name in report ( this will match with RDF report parameter Name

4- Add it to Request Group : Navigate to Security>responsibility >Request

• Select Request Group in which you want to add report
• Select Type as Program and Select name of program created in step 3

5- Now you can view you custom built report in respective module concurrent program manager list

Creating Request Group

What are Request Group ?

Request Group are used to define reports and concurrent programs  that will be used in responsibility creation.

For Example you want to assign only two reports lets say Trial Balance and General Ledger report to a  User name Tom while he will be allowed to access all forms then you will create a request group and add only two reports in that request group.

How To create Request Group ?

In order to create request group, login into system and choose System Administrator responsibility then navigate to Security>Responsibility >Request

Now You can add your own group or add reports in existing group

Creating Responsibilties in Oracle Apps

Purpose of Responsibilities:
Responsibilities are created to give  specific access  from particular module to users. For Example  user A have full access to order Management Module and user B have partial Access to Order Management Module. Then You can create two responsibilities one for A and other for B to give different access to a same module.

How To Create Responsibilities:-

In order to create responsibility , Login with username and password and select System Administrator responsibility (this is default responsibility created during installation). Navigate to Security>Responsibility >Define . Following Screen will be appears:-

• Responsibility  Name : meaning full name of responsibility, It will appear in Left side Menu when user login it.
• Enter Application for You want to create responsibility.
• Responsibility Key : Unique Short name used to identify the responsibility by system
• Data Group : Select data group normally standard data group exists as default
• Application : name of application used to connect database, Normally responsibility application and data group application name are same.
• Menu : Select Menu for the responsibility
• Menu Exclusion : If you want to exclude some function or sub menu from Menu then you can select it from Exclusion menu tab.

User Creation in Oracle E-Business Suite

• Login into Oracle E Business Suite and Select System Administrator Responsibility, Following Screen will appears:-

• Click on user in Security Menu and then click to define, Following screen will appear:-

• Enter user name and password of your choice, You can also setup no of days or access to expire password
• Select  responsibilities you want to attach with that username
• Now you can login with the user you have created