Oracle Form Customization
Forms Customization Overview
Mandatory Form and Libraries
Setting the Forms60_Path in Registry
Develop the form using form builder tool
Changes to be made in the Triggers and Program
Units
Transferring the fmb file from local system to Vision
Instance
Generating the fmx file on Vision Instance
Registering the form in Oracle Apps
Forms Customization Overview
The following Diagram shows how the form customization is done at different levels:
Mandatory Form and Libraries
In order to develop a form for Customization first we have to install the
Oracle Forms Developer Version 6i on our local system.
FTP the Mandatory form i.e., [Link] and required Pll’s from
Vision Instance to the local machine.
The [Link] file would be under the following
path:/d01/oracle/visappl/au/11.5.0/forms/US/
The PLL’s would be under the following path:
/d01/oracle/visappl/au/11.5.0/resource/
The PLL’s are:
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
PQH_GEN.pll
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
[Link]
Setting up Forms60_Path in Registry
Copy all these PL/SQL libraries and the Template form in one folder.
Now we have to set the form60 path in the registry.
Go to Start Run Regedit HKEY_LOCAL_MACHINE Software
Oracle
Here we can find the oracle homes. In these homes check for
FORMS60_PATH.
Append the path of your folder where all the libraries and the form is
present, prefixed with a semicolon(;).
E.g.: Before Appending “C:\forms\TOOLS\OPEN60\PLSQLLIB”
After Appending “C:\forms\TOOLS\OPEN60\PLSQLLIB;c:\forms\libraries”
Develop the form using Form Builder Tool
Open the Forms Builder tool and click on the “Build a form based on
a template” radio button
Choose the [Link] form from your local working directory.
SAVE your new FORM as with a different filename. Also rename the
module with the same name as the filename.
Create your blocks, items, triggers and relationships as per
requirement.
Save your FORM frequently!!
Apply property classes to each item to ensure the same look and feel as the
rest of Oracle Apps forms.
For each Module, Canvas, Window etc., apply the Property Classes that is
most appropriate.
Item Type Property Class
Module MODULE
Canvas CANVAS
Window WINDOW
Data Block BLOCK
Row ID ROW_ID
Text Item TEXT_ITEM
Display Item DISPLAY_ITEM or
EXT_ITEM_DISPLAY_ONLY
Creation Date CREATION_OR_LAST_UPDATE_DATE
Last Update Date CREATION_OR_LAST_UPDATE_DATE
To apply the property class, click on the small button (on the right) on the “Subclass
information” property of the property sheet of each item. In the “Subclass
Information” Window choose the property class radio button. Then choose the correct
property class for the current item.
Note: You cannot apply property classes to multiple items at once.
Changes to be made in the Triggers and Program
Units
Modify specific trigger properties and program units to ensure the form will appear
properly in Oracle Apps.
In the Property Palette of your module modify the ‘First Navigation
Data Block’ property to the name of your first data block.
In the APP_CUSTOM.CLOSE_WINDOW program unit modify the
following line: if (wnd = '<first window>') then
app_window.close_first_window;
by changing <first window> to the name of your first window
Note: Also make sure the ‘Window’ property for your canvases are set to
the proper window
Transferring the “.fmb” file from local system to Vision Instance
Now we have to transfer the form from local system to the Vision Instance.
For this you have to go to the command prompt. Go to the directory where the fmb
file is there.
Now give ftp pratik (this is our local instance)
Give the proper user name and password.
Now type bin (because we have to transfer the “.fmb” file in binary
format)
Now give mput.<[Link]>
Generating the “.fmx” file on the Vision Instance
Logon To Pratik using Telnet. (i.e telnet pratik)
Give proper username and password
Change Directory ( cd /d01/oracle/visappl )
Set the Environment variable by issuing this command: . ./[Link]
Now change Directory ( cd /d01/oracle/visora/8.0.6 ).
Again set the Environment variable by issuing this command: .
./[Link]
Switch to your folder where “.fmb” file is present by issuing this
command: cd
Set the character mode for the “.fmb” file by issuing this command
chmod 755 [Link]
In order to Generate the “.Fmx “ file for the “.Fmb” file, issue the
following command
f60gen module=[Link] userid=apps/apps
output_file=[Link] module_type=form batch=yes
compile_all=special
Note: Type this command in a single line.
Set the character mode for the fmx
file. chmod 755
[Link]
Now copy this “.fmb” and “.fmx” files to the US directory. For this we
have to give the command
as
cp FORMNAME.*
/d01/oracle/visappl/cust/1.0/forms/US
We have successfully generated the “.fmx” file for the “.fmb” file, and also we have
copied both these files in the US directory. Now we have to assign the Menu for our
FORM, which we have created.
Registering the Form in Oracle Applications
In order to Register a form in Oracle Applications, first we need
Application Developer Responsibility
If this responsibility is not there, then assign this responsibility to your username.
Choose the APPLICATION DEVELOPER Responsibility
First we have to define the form
Application Form
The Values entered in the “Form” and “User Form Name” Fields in above window
must be identical with the module name of the Form Created.
Now we have to define the Function for the Form
Application Function
Now go to the tab page with the name “Form”
Here we have to select the form name from the Lov. This must be same as the name
of the Form, which we have given, in the first form. (i.e Application Form)
Now we have to assign the menu for the form.
Application Menu
Here we have to decide, in which responsibility we have to put this form.
Suppose if we want to put our form in Oracle Payables responsibility then
Give this “AX Payables Supervisor “ in the User Menu Name field in Query Mode.
We will get the following screen.
Now we have to decide under which submenu the form should be kept. Suppose if
we want to put our form under invoices then copy the Submenu value for the
Invoices.
The submenu value for the Invoices here is AP_INVOICES_GUI12
Now copy this value and press f11(i.e go to the enter query mode)
And give this value in User Menu Name field. If we do this we will get the following
screen.
Now insert a new record in the tabular block and save the form.
Now we can view our form on the Application.
The form is successfully registered to the Oracle Apps. In order to navigate to the
registered form
Switch to the Respective responsibility i.e., Oracle Payables.
Invoices Test Form