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Adding Category On Attachments - With Personalization

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Sreekumar Sasikumar
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71 views5 pages

Adding Category On Attachments - With Personalization

Uploaded by

Sreekumar Sasikumar
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
Download as pdf or txt
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3/13/23, 1:52 PM Document 1080508.

1
Copyright (c) 2023, Oracle. All rights reserved. Oracle Confidential.

Customer Form Issue: How to Add Different Categories for Attachments (Doc ID 1080508.1)

In this Document

Goal
Solution
References

APPLIES TO:

Oracle Receivables - Version 12.1.2 to 12.2 [Release 12.1 to 12.2]


Information in this document applies to any platform.

GOAL

In the Attachment tab of Account Details, the category of an attachment always defaults to 'Miscellaneous', and cannot be
updated. How can additional categories be associated to attachments?

Steps to reproduce:
Responsibility: Trading Community Manager
Navigation: Customers : Standard

Query a customer, then proceed to Account Details


Select Attachment tab.  
Click on the button "Add Attachment"
In the Add Attachment page, the Category field defaults to "Miscellaneous" and can not be changed.

In SysAdmin, multiple categories are added but unable to select any of these categories from the Customers page. 

Same issue addressed in Bug 5136244, but the issue remains after performing the steps below as provided in the bug:

Responsibility: Applications Developer


Navigation: Attachments : Document Categories

Select a Category, say 'Location Info'


Click on 'Assignments' button
In the Category Assignments - Location Info window, select:
- Type = Form
- Name = Customers
- Check the 'Enabled' checkbox
Save

SOLUTION

Additional values for Category can be implemented via personalization, please execute the following steps:

Responsibility: System Administrator


Navigation: Profile > System

1. Query for
Application = Receivables
Responsibility = <Enter the Responsibility you use for Trading Community or Receivables>
User = <Enter your user name>
Profile = FND: Personalization Seeding Mode
2. Set the value for this profile option under your user name to Yes

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Doing the above allows you to perform the following:

Responsibility: Receivables Manager


Navigation: Customers > Customers

1. Query a customer, and navigate to Account details


2. Go to the Attachments tab
3. Click on Personalize Attachments Link

4. Expand Entity Map and Category Mappings

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5. Click on Create Item icon for Category Mappings

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6. Create Item Page is Displayed with the Category Options as LOV.

7. Select a Category from the list, provide a unique value for ID (eg = 123), and click on Apply

8. Return to Application
9. Click on 'Add Attachment' button, Category is now an choice item where the user can select the category added in
Step #7.

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REFERENCES
BUG:9544988 - R12 - UNABLE TO CHANGE ATTACHMENT CATEGORY FROM MISCELLANEOUS IN CUSTOMERS PAGE
NOTE:396383.1 - How To Add Additional Category Code To Customer Attachments
BUG:5136244 - ARXCUDUI ATTACHMENT CATEGORY LOV MISSING 'MISC'
Didn't find what you are looking for?

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