Receipt application date

This forum is to discuss different features/issues of Oracle Financials modules ( GL - General Ledger, AP - Accounts Payable, AR - Accounts Receivable, FA - Fixed Assets & CM - Cash Management ).
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Goutamasa
Posts: 27
Joined: Fri May 29, 2009 3:58 am
Location: India

Receipt application date

Post by Goutamasa »

Hi there,
When we apply a receipt to any transaction in AR, we need to give a "apply date". The system will take the future date also even if we give. Can anyone suggest me how to avoid the system taking the future application date.

Regards
oteixeira
Posts: 451
Joined: Wed Aug 27, 2008 12:34 pm
Location: Portugal

Post by oteixeira »

Hello.

Do you mean that you want to prevent users from entering a date in the future?
That can be done by using Forms Personalization. What is your version of APPS?

Octavio
Goutamasa
Posts: 27
Joined: Fri May 29, 2009 3:58 am
Location: India

Post by Goutamasa »

The version of apps is 11.5.10.2....


Thanks
oteixeira
Posts: 451
Joined: Wed Aug 27, 2008 12:34 pm
Location: Portugal

Post by oteixeira »

Hello.
Please try implementing this Form Personalization.
Open the Receipts Window and in the Menu choose Help/Diagnostics/Custom Code/Personalize
Enter the following information:
Seq=1
Description=Prevent future dates on receipt applications

Condition
Trigger Event=WHEN-VALIDATE-RECORD
Trigger Object= APP_FOLDER
Condition=:SYSTEM.RECORD_STATUS = 'INSERT' and :APP_FOLDER.APPLY_DATE > SYSDATE

Actions
Seq=1
Type=Message
Message Type=Error
Message Text=Enter a text of your choice, e.g. You cannot enter a date in the future.Please Re-enter.

Hope this helps
Octavio
Goutamasa
Posts: 27
Joined: Fri May 29, 2009 3:58 am
Location: India

Post by Goutamasa »

I created that forms personalization, but I am not able to apply it as the "Apply now" button is inactive. Please suggest.
oteixeira
Posts: 451
Joined: Wed Aug 27, 2008 12:34 pm
Location: Portugal

Post by oteixeira »

The Apply button only becomes active when you enter a Transaction number, a customer name or a customer number (in the main receipts window)

Octavio.
Goutamasa
Posts: 27
Joined: Fri May 29, 2009 3:58 am
Location: India

Post by Goutamasa »

I am asking about the "apply now" button in forms personalization screen.


Thanks
oteixeira
Posts: 451
Joined: Wed Aug 27, 2008 12:34 pm
Location: Portugal

Post by oteixeira »

Hello.
Forget about that button. Just save your work, close all forms, re-open the Receipts window and test if the personalization works. It is supposed the user to receive a message if he/she tries to save an application with Apply Date > today's date.

Octavio.
Goutamasa
Posts: 27
Joined: Fri May 29, 2009 3:58 am
Location: India

Post by Goutamasa »

No luck. It is taking the future date. :(
Goutamasa
Posts: 27
Joined: Fri May 29, 2009 3:58 am
Location: India

Post by Goutamasa »

Sorry sorry.. It is working perfectly. Thank you for your help.
oteixeira
Posts: 451
Joined: Wed Aug 27, 2008 12:34 pm
Location: Portugal

Post by oteixeira »

Glad it worked!

Octavio
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