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Forms Personalization Setup for Mandatory Credit Memo Reason Field Worked in 11i but Not in R12 (Doc ID 2124384.1)

Last updated on FEBRUARY 01, 2023

Applies to:

Oracle Receivables - Version 12.1.3 and later
Information in this document applies to any platform.


On : 12.1.3 version, Transactions Related

Forms Personalization in the Transactions form.

In the Transactions form, have requirement to make Credit Memo Reason field mandatory when click on the credit lines button in the
Credit Transactions form.

In 11i, have setup the forms personalization against Trigger Event WHEN-NEW-ITEM-INSTANCE and Trigger Object is TCMI_HEADER.CM_LINE_PERCENT
which works successfully.  However, this same setup does not work in R12.

Navigation: Receivables (AR) responsibility, navigate to Transactions > Transaction > Query transaction , click Actions > Credit. 


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