How to restrict functions and menus available to a user in menus


Hello Friends, Using this article, i wanted to give brief on how we can exclude some forms/ function as security in oracle applications. plz see i am trying to use two different way to get the same functionality.
There are two possibilities:
A – Restrict an existing menu:
1) Log in as System Administrator responsibility
2) Find the name of the appropriate menu      Navigator: Application -> Menu
3) Create a new responsibility       Navigator: Security -> Responsibility -> Define
4) Assign the appropriate menu to the new responsibility
5) Enter functions in the Function and Menu Exclusions section of the form Responsibilities
6) Save
7) Assign the new responsibility to the appropriate user

Example:  Restrict a user to be able to do only Assignments in the Asset Workbench.
1) Log in as the System Administrator responsibility
2) Find the name of the appropriate menu:
Description: %Asset%
2) Create a new responsibility: ASSET – assignments
3) Assign the menu FA_TRANSACTION to the responsibility ASSET – assignements
4) Enter all functions from the LOV in the Function and Menu Exclusions
section except of the Responsibilities form except “Asset Workbench” and
“Assets:Assignments”
5) Save
6) Assign the responsibility ASSET – assignments to the appropriate user

B – Create a new menu:
1) log in as System Administrator responsibility
2) Create a new menu: Navigator: Application -> Menu      The new menu should contain only the functions and menus which should be accessible for the user.
3) Create a new responsibility       Navigator: Security -> Responsibility -> Define
4) Assign the appropriate menu to the new responsibility
5) Save
6) Assign the new responsibility to the appropriate user

Example:  Restrict a user to be able to do only Assignments in the Asset Workbench.
1) Log in with the System Administrator responsibility
2) Create the new menu menu:
Navigator: Application -> Menu
Menu: FA_ASSIGN
User Menu Name: FA Assignement
Description: FA Assignement
Seq: 1 Navigator Prompt: Assignment Function: Asset Workbench
Seq: 2 Navigator Prompt: Assignment Function: Assets:Assignements
3) Create a new responsibility: ASSET – assignments
4) Assign the menu FA_ASSIGN to the responsibility ASSET – assignements
5) Save
6) Assign the responsibility ASSET – assignments to the appropriate user

Please share your feedback and also if you think this article is helpful for you. or if this is difficult to understand and use, so i can improve on my future articles. thanks – Shivmohan Purohit

Back-to-Back Order – How to


Back-to-Back Order is very useful functionality in Oracle Applications.

Key Business Drivers

  • Data integration

  • Lower inventory cycle time

  • Lower inventory cost

  • Link supply to specific demand

  • Can offer a variety of product to customer

  • Used heavily in contract manufacturing environment where the product is standardized and the company plans to focus more on product design rather than manufacturing

Many times business suffers a loss when data is transferred between quotations, orders, purchase orders or invoices?

Damage to any business due to data loss or corruption is always very high. This can be due to a simple user error or data corruption. During the manual transfer of data, the input of incorrect information or staff errors are very real risks. This can have a profound impact as your business grows and staff are under more pressure to process orders in a market where the client expectation is no longer to have their order processed in days or hours but in real-time.

Back to Back order process allows you to process information and orders in very logical manner ensuring a simplistic and efficient process. The integration between quotations, order processing and stock management means that all orders can be processed in real time and you are no longer dependant on a manual process to be run.

e.g. When the PO is received, reservation gets applied automatically against the Sales Order. This prevents allocating material to some other demand.

The key behind the integration of a system is the ability to seamlessly integrate different pieces of information, this leads us to back-to-back order processing.

The key areas that are focused on as part of the back to back process are:-

  • Quotations

  • Orders

  • Requisition

  • Invoices (in ‘Oracle Accounts Payable’ and ‘Oracle Accounts Receivable’)

  • Purchase Orders

Back to back order processing provides an integrated seamless link from the quotation stage, through to the purchasing of stock (or services), to dispatching, delivering and invoicing your client and the receipt and payment of invoices. It is also extended to invoicing (against PO/receipt) and payment to your supplier. All this process is done using Oracle Work-Flow, standard work flow is given by Oracle but if you want you can modify the same to fulfill business needs. Approval processes are also taken care by Work-Flow.

The entire process can be performed in the minimal amount of time without any redundancy. Each document has reference of some other document so it doesn’t get lost in between. Below are the steps in Back to Back order.

  • Quotations are created and sent to the client.

  • The client places the order and all required acknowledgements are sent.

  • Requisitions / Purchase Orders are automatically created for the required stock.

  • Management of awaiting stock from suppliers.

  • Tracking and managing supplier and customer communication.

  • Receiving of stock and handling of part deliveries.

  • Dispatching the order to your customer with management of delivery locations and methods.

  • Customer Invoicing.

  • Supplier payment.

Some of the important documents that gets created automatically through the different stages in this cycle include (automatic creation of document/s depends on setup).

Quotations, Order Acknowledgements and confirmations, Invoices and Proforma Invoices, Purchase Orders, Stock Receipt Slips, Stock Transfer Slips, Dispatch Notes, Packing to name a few.

For demo please visit two links given below:

Oracle Applications – Basics – Part 1


Hello Friends, here i am posting some of basic oracle applications questions , will try to collect more and put in future posts, here i am putting quite easy and basic questions. If you like to know Questions of any specific area or modules, plz communicate so i will post those as well.

What are Oracle Apps API?

Where APIs are physically store? n What is the latest version of API?

They are Application Program Interfaces, which are standard stored procedure, package or functions created for performing specific activities in the Oracle Apps E-Business Suite.

Ex: The Order Import API when called would create orders corresponding to the record in the Order Interface tables.

How to attach reports in Oracle Applications?

The steps are as follows:

1.          Design your report.

2.          Generate the executable file of the report.

3.          Move the executable as well as source file to the appropriate product’s folder.

4.          Register the report as concurrent executable.

5.          Define the concurrent program for the executable registered.

6.          Add the concurrent program to the request group of the responsibility.

How to attach Forms in Oracle Applications

1. Develop the form in Developer 2000.

2. Save the FORM and move it to UNIX. [Form to be moved to $CUSTOM_TOP/forms/US]

3. Define the FORM in Application Developer

4. Define FORM as FUNCTION.

5. Identify MENU, where the FORM to be attached. [SysadminResponsibilityDefine]

6.Copy the above MENU and go to Application Developer and query on MENU tab

What is the difference between Customization and Personalization?

Customization is done by making the changes in the cutom.pll whereas the Form Personalization is done through the Front End in Oracle Apps.

Difference between Key and Descriptive Flexfield?

key flex fields are used to identify particular entity like(accounts,objects) supoose take debit cards each debit card contain unique number to identify them. eg; 100-023-323 key flex fields are used to store this number along with description.

Unique Identifier

Key Flexfield are stored in segment

For key flexfield there are flexfield Qualifier and segment Qualifier

DFF’s are used to capture additional informtion required for our organization without any programming.

To capture extra information
Stored in attributes
Context-sensitive flexfield is a feature of DFF. (descriptive flexfield)

What is the difference between data conversion and data migration?

Data Migration is upgrading from one version to another version fro e.g. from 11.5.9 to 11.5.10.. Data Conversion is receiving data from a legacy system or receiving data from another module ( e.g. PA), validating it and converting it to ur our the target module using the standard import program.

What is the difference between Organization_id and Org_id ?

OrgId: Org Id is an unique ID for the Operating Unit.Organisation Id: The Organisation Id is an ID for the Inventory Organisation which is under an Operating Unit.

What are _ALL tables in Oracle Apps?

_all tables will store information about multiple oraganizations. these table contain ORG_ID column that  picks particular organizations from multiple organizations. _all tables will be created when we install multiorg.

What is one full life cycle implementation?

Full Life Cycle means implementing a project from the begining to the production and maintenance stage.

(1) System Planning:

(Scope & Budget of the Project)

(2) Business Analysis:

(Business Requirements, Mapping & GAP Analysis)

(3) System Analysis & Design

(Design Conceptual & Functional Data Models)

(4) System Development

(Programming & System/Integration/Validation Testing)

(5) System Implementation

(Data Conversions, Interfaces, Extensions,User Manuals & User Training)

(6) System Maintenance & Support

Thanks – Shivmohan Purohit

Oracle Application – A Brief Introduction


Oracle Financials, part of Oracle E-Business Suite, helps financial officers create an information-driven enterprise that synchronizes data centrally from all systems-including third-party systems-so financial information is consistently collected, calculated, analyzed, and stored, ensuring data integrity while reducing costs. This approach improves visibility into business, financial, and compliance performance across the enterprise; strengthens your control to enforce compliance with company and regulatory policy; and increases operational efficiency.