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LAD Add-on Localizations

Oracle
CLL F399
Ecuador LAD Add-on
Localizations Legal Reports
Implementation Guide
RELEASE 12
September 2014
Version 1.6

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Document Control
Change Record

Date

Author

Version

Change Reference

30-May-14
01-Jul-14
08-Jul-14

John Edward Trujillo


John Edward Trujillo
Sebastian Londono

1.0
1.1
1.2

28-Aug-14
27-Sep-14
30-Sep-14
30-Oct-14

Sebastian Londono
Gesiane Toryi
Gesiane Toryi
Gesiane Toryi

1.3
1.4
1.5
1.6

Document Creation
Document Update
Include setup for this lookup
HZ_GEO_IDENTIFIER_SUBTYPE
Document Update
Review and Publish
Include Employee Site Extension
Correct the personalization to enable Expense Reporte Header
extension

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Send us Your Comments


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Preface
Intended Audience
Welcome to Release 12 of the Oracle Ecuador Latin America Add-on Localizations Implementation
Guide.
This guide assumes you have a working knowledge of the following:

The principles and customary practices of your business area.

Computer desktop application usage and terminology

If you have never used Oracle Applications, we suggest you attend one or more of the Oracle
Applications training classes available through Oracle University.

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these Web sites.

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Structure
1.
2.
3.

Overview
Planning Your Implementation
Configuring Oracle Ecuador Latin America Add-on Localizations Legal Reports
a. Define CLL Extenion Profile option
b. Add CLL Menu to the Oracle Payables (AP) and Oracle General Ledger (GL) Core
Responsibilities
c. Enable the Extension fields through the function Personalize Forms
d. Setup lookups codes

Related Information Sources


This document is available through Metalink.
If this guide refers you to other Oracle Applications documentation, use only the Release 12 versions of
those guides.
For a full list of documentation resources for Oracle Applications Release 12, see Oracle Applications
Documentation Resources, Release 12, OracleMetaLink Document 394692.1.
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Related Guides
You should have the following related books on hand. Depending on the requirements of your particular
installation, you may also need additional manuals or guides.
Oracle Applications Installation Guide: Using Rapid Install:
This book is intended for use by anyone who is responsible for installing or upgrading Oracle Applications.
It provides instructions for running Rapid Install either to carry out a fresh installation of Oracle
Applications Release 12, or as part of an upgrade from Release 11i to Release 12. The book also describes
the steps needed to install the technology stack components only, for the special situations where this is
applicable.
Oracle Applications System Administrator's Guide Documentation Set
This documentation set provides planning and reference information for the Oracle Applications System
Administrator. Oracle Applications System Administrator's Guide - Configuration contains information on
system configuration steps, including defining concurrent programs and managers, enabling Oracle
Applications Manager features, and setting up printers and online help. Oracle Applications System
Administrator's Guide - Maintenance provides information for frequent tasks such as monitoring your

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system with Oracle Applications Manager, managing concurrent managers and reports, using diagnostic
utilities, managing profile options, and using alerts. Oracle Applications System Administrator's Guide Security describes User Management, data security, function security, auditing, and security
configurations.
Oracle Applications Upgrade Guide: Release 11i to Release 12:
This guide provides information for DBAs and Applications Specialists who are responsible for upgrading
a Release 11i Oracle Applications system (techstack and products) to Release 12. In addition to
information about applying the upgrade driver, it outlines pre-upgrade steps and post-upgrade steps, and
provides descriptions of product-specific functional changes and suggestions for verifying the upgrade and
reducing downtime.
Oracle Applications Flexfields Guide
This guide provides flexfields planning, setup, and reference information for the Oracle Applications
implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications
product data. This guide also provides information on creating custom reports on flexfields data.
Oracle Cash Management User Guide:
This guide describes how to use Oracle Cash Management to clear your receipts, as well as reconcile bank
statements with your outstanding balances and transactions. This manual also explains how to effectively
manage and control your cash cycle. It provides comprehensive bank reconciliation and flexible cash
forecasting.
Oracle General Ledger Implementation Guide:
This guide provides information on how to implement Oracle General Ledger. Use this guide to understand
the implementation steps required for application use, including how to set up Accounting Flexfields,
Accounts, and Calendars.
Oracle General Ledger Reference Guide:
This guide provides detailed information about setting up General Ledger Profile Options and
Applications Desktop Integrator (ADI) Profile Options.
Oracle General Ledger User's Guide:
This guide provides information on how to use Oracle General Ledger. Use this guide to learn how to
create and maintain ledgers, ledger currencies, budgets, and journal entries. This guide also includes
information about running financial reports.
Oracle Payables User Guide:
This guide describes how to use Oracle Payables to create invoices and make payments. In addition, it
describes how to enter and manage suppliers, import invoices using the Payables open interface, manage
purchase order and receipt matching, apply holds to invoices, and validate invoices. It contains information
on managing expense reporting, procurement cards, and credit cards. This guide also explains the
accounting for Payables transactions.
Oracle Payables Implementation Guide:
This guide provides you with information on how to implement Oracle Payables. Use this guide to
understand the implementation steps required for how to set up suppliers, payments, accounting, and tax.
Oracle Payables Reference Guide:
This guide provides you with detailed information about the Oracle Payables open interfaces, such as
the Invoice open interface, which lets you import invoices. It also includes reference information on
purchase order matching and purging purchasing information.
Oracle Receivables User Guide:
This guide provides you with information on how to use Oracle Receivables. Use this guide to learn how
to create and maintain transactions and bills receivable, enter and apply receipts, enter customer
information, and manage revenue. This guide also includes information about accounting in Receivables.
Use the Standard Navigation Paths appendix to find out how to access each Receivables window.
Oracle Receivables Implementation Guide:

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This guide provides you with information on how to implement Oracle Receivables. Use this guide
to understand the implementation steps required for application use, including how to set up
customers, transactions, receipts, accounting, tax, and collections. This guide also includes a
comprehensive list of profile options that you can set to customize application behavior.
Oracle Receivables Reference Guide:
This guide provides you with detailed information about all public application programming interfaces
(APIs) that you can use to extend Oracle Receivables functionality. This guide also describes the Oracle
Receivables open interfaces, such as AutoLockbox which lets you create and apply receipts and
AutoInvoice which you can use to import and validate transactions from other systems. Archiving and
purging Receivables data is also discussed in this guide.

Integration Repository
The Oracle Integration Repository is a compilation of information about the service endpoints exposed by
the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's
business service interfaces. The tool lets users easily discover and deploy the appropriate business service
interface for integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched,
the repository is automatically updated with content appropriate
for the precise revisions of interfaces in your environment.

Do Not Use Database Tools to Modify Oracle Applications Data


Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database
triggers, or any other tool to modify Oracle Applications data unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in
an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data,
you risk destroying the integrity of your data and you lose the ability to audit changes to your data.
Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications
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than Oracle Applications, you may change a row in one table without making corresponding changes in
related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous
information and you risk unpredictable results throughout Oracle Applications.
When you use Oracle Applications to modify your data, Oracle Applications automatically checks that
your changes are valid. Oracle Applications also keeps track of who changes information. If you enter
information into database tables using database tools, you may store invalid information. You also lose
the ability to track who has changed your information because SQL*Plus and other database tools do not
keep a record of changes.

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Content

Document Control ..................................................................................................................... ii


Send us Your Comments .......................................................................................................... iii
Preface ...................................................................................................................................... iv
Intended Audience ........................................................................................................... iv
TTY Access to Oracle Support Services........................................................................ iv
Documentation Accessibility ........................................................................................ iv
Accessibility of Code Examples in Documentation .................................................... iv
Accessibility of Links to External Web Sites in Documentation .............................. iv
Structure ............................................................................................................................ v
Related Information Sources .............................................................................................. v
Integration Repository ................................................................................................... vii
Do Not Use Database Tools to Modify Oracle Applications Data ............................. vii
CHAPTER 1

Overview ................................................................................................................................... 1
Introduction to Ecuador LAD Add-on Localizations Legal Reports .................................... 2
General Features ..................................................................................................................... 3
Ecuador LAD Add-on Localizations Extension ............................................................ 3

CHAPTER 2

Planning your Implementation ............................................................................................... 4


Planning Your Implementation .................................................................................................. 5
Shared Planning .................................................................................................................. 5
What Latin America Localizations do you plan to implement? ......................................... 5

CHAPTER 3

Implementing Oracle Ecuador Latin America Add-on Localizations ................................ 6


Configuring Oracle Ecuador Latin America Add-on Localizations .......................................... 7
Oracle Ecuador Latin America Add-on Localizations Implementation Checklist ...... 7
Step 1. Define CLL Extension Profile Options .............................................................. 7
Step 2. Add CLL Menu to AP and AR Core Responsibilities ............................................ 8
Step 3. Enable Extension Fields through the Function Personalize Forms ....................... 11
Oracle Payables Personalizations ..................................................................................... 11
Supplier Extension Fields ................................................................................................. 11
Vendor Site Extension Fields ........................................................................................... 15
Employee Site Extension Fields ....................................................................................... 18
E-Business Tax Home (Tax Rate Setup) Extension Fields ............................................... 21
Invoice Header Extension Fields ...................................................................................... 24
Invoice Lines Extension Fields ......................................................................................... 27
Withholding Code Extension Fields ................................................................................. 29
iExpenses Header Extension Fields .................................................................................. 35
iExpenses Lines Extension Fields..................................................................................... 38
Expense Repor Header Extension Fields .......................................................................... 40
Expense Repor Lines Extension Fields ............................................................................ 43
Oracle Receivables Personalizations ................................................................................ 45

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Transaction Extension Fields ............................................................................................ 45


Transaction Type Extension Fields................................................................................... 49
Customers Extension Fields ............................................................................................. 53
Transaction Summary Extension Fields ........................................................................... 56
Oracle General Ledger Personalizations ........................................................................... 60
Legal Entity (Accounting Setup) Extension Fields .......................................................... 60
Step 4. Setup Lookup Codes ............................................................................................. 64

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CHAPTER

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Overview

Implementation Guide

Introduction to Ecuador LAD Add-on Localizations Legal Reports


Oracle Ecuador LAD Add-on Localizations Legal Reports is a product in the Oracle EBusiness Suite (EBS) Applications, which complements the Core functionalities providing a
Legal Report required by Ecuador law. To do so, it was necessary release new fields to the
users enter the additional information required by the report. The new fields are called
extension fields and are available on Oracle Receivables (AR), Oracle Payables (AP) and Oracle
General Ledger (GL) applications.

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General Features
The following sections describe the general features of Acuador extension fields.

Ecuador LAD Add-on Localizations Extension


Product Code: CLL F399
The Ecuador LAD Add-on Localizations Legal Reports complements the Core Payables,
Receivables and General Ledger process by adding additional information required by Ecuador Legal
Reports.
Follow the extension fields available for Ecuador LAD Add-on Localizations Legal Reports
solution:
Oracle Payables:

Suppliers Entry

Vendor Site

Employee Site

E-Business Tax Home (Tax Rate Setup)

Invoice Header

Invoice Lines

Withholding Tax Code Setup

iExpenses Header and Lines

Expense Reports Header and Lines

Oracle Receivables:

Transactions Header

Transactions Type

Customers

Oracle General Ledger:

Legal Entity

All details about each extension field are available on Ecuador LAD Add-on Localizations
Legal Reports Users Guide.

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CHAPTER

Planning your
Implementation

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Planning Your Implementation


Shared Planning
Note: Before implementing Oracle Ecuador Latin America Add-on Localizations Legal
Reports, it is advisable to answer the questions in this section to ensure that your
implementation meets your business needs.

What Latin America Localizations do you plan to implement?


Latin America Add-on Localizations provides solutions for several countries. It is not
necessary to follow the steps from this manual if it is not planned to make use of the Ecuador
portion of the Latin America Add-on Localizations patch.
If you do not plan to implement Oracle Application for Ecuador then it is not necessary to
follow these manual instructions.

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CHAPTER

Implementing Oracle
Ecuador Latin America Add-on
Localizations

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Configuring Oracle Ecuador Latin America Add-on Localizations


Oracle Ecuador Latin America Add-on Localizations Implementation Checklist
The table below shows the Oracle Latin America Add-on Localizations implementation checklist.
All required setup steps in this checklist must be completed.
Oracle Ecuador Add-on Localization Implementation Checklist
Step Number Implementation Steps
Required or Optional
1
Define CLL Extension Profile Options Required
2
Add CLL Menu to Core Menus
Required
3
Personalize Forms
Required
4
Setup Lookup Code
Required

Step 1. Define CLL Extension Profile Options


To have access to Ecuador Extensions it is necessary to enable some profile options.
This profile can be defined at several levels, however we recommend define it at Responsibility
level.
Set this profile for each Payables (AP), General Ledger (GL) and Receivables (AR) Core
Responsibilities that will be used by Ecuador users access the extension fields.
Possible values are Yes or No. If no value is defined then it means No
Ecuador Extension Profiles is:
CLL F399: Enable Extension
for Ecuador Localizations

This profile gives to the user the ability to


access the extension fields included on
Oracle Payables, Oracle Receivables and
Oracle General Ledger application.

1) Go to Profile Definition form and set the profile


Path: System Administrator -> Profile -> System
The example below shows setting the profile to Yes value at Responsibility level to the AP
Core Responsibility called Payables LAD ADD-On Ecuador.

Important:
Set the profile as Yes to the Ecuador AR and GL Responsibilities as well.

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Step 2. Add CLL Menu to AP and AR Core Responsibilities


To have access to Ecuador Legal Reports solution, the Ecuador Latin America Add-on
Localization Menu must to be added to the Menu used by the AP and GL Core Responsibilities.
Payables:
1) Go to Responsibility definition form and get the Menu Name used by the AP Core
Responsibility
Path: System Administrator -> Security -> Responsibility -> Define
Search for the AP Core Responsibility
The example below the AP Core Responsibility is called Payables LAD ADD-On Ecuador
and uses the Menu called EC_AP_NAVIGATE.

2) Go to Menu Definition Form and search desired Menu (obtained in previous step)
Path: System Administrator -> Application -> Menu

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3) Include a new line with the Ecuador Latin America Add-on Localization - Legal Reports
option to the Menu page:
Seq
Next Number Available

Prompt
CLL: Ecuador Payables
Legal Reports

Submenu
CLL: Ecuador Payables
Legal Reports

General Ledger:
1) Go to Responsibility definition form and get the Menu Name used by the GL Core
Responsibility
Path: System Administrator -> Security -> Responsibility -> Define
Search for the AP Core Responsibility
The example below the AP Core Responsibility is called General Ledger LAD ADD-On
Ecuador and uses the Menu called AVT_GL_EC_INTEGRATOR.

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2) Go to Menu Definition Form and search desired Menu (obtained in previous step)
Path: System Administrator -> Application -> Menu

3) Include the following lines on the Menu page:


Seq
Next Number
Available

Prompt
CLL: Ecuador
General Ledger
Legal Reports

Next Number
Available

Next Number
Available

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XML Requisition
Monitor

Implementation Guide

Submenu
CLL: Ecuador
General Ledger
Legal Reports

Function

CLL LXM:
Localization
Extensions
Manager
CLL F409: XML
Requisition
Monitor

10

Step 3. Enable Extension Fields through the Function Personalize Forms


To enable the Extension fields it is necessary proceed the personalization step.
Each Latin America Localization Extension has to be defined as a personalization in the original Form
(or page) in R12. Personalization is a new feature and it is the best place to add extension functionality.
It is not possible currently to deliver this personalization as part of the patch since the customers
personalizations would be erased and replaced by localized personalizations availabe on the patch. So,
at this time this has to be done manually as a implementation step.
Once a personalization is done in a particular form for a particular country, it becomes valid to all other
country. Example: Once have enabled the Invoice Header Extension Fields for a specific country, it
becomes valid to all other countries. However, to the Extension Fields be showed it is necessary setup
the profile CLL Enable Extension to the country desired with value = Yes.
It is possible to carry all personalizations from one environment to another without the need of
reentering them manually. Please, look for Metalink notes regarding Import/Export Personalizations.

IMPORTANT NOTES:
1) After the configuration the Latin America Extension page will be avaliable as:
Forms: In the Form menu go to Tools -> Additional Information.
OAF pages: A new button called Additional Information will be showed.

2) If after proceed the configuration the Latin America Extension does not appear, please try the
procedure below before open a Service Request against LAD Add-on Localizations product (ID
1671).
Path: Functional Administrator-> Core Services -> Caching Framework -> Global
Configuration
Click on Clear All Cache button

Oracle Payables Personalizations


Enable the Extension fields included on AP.

Supplier Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1

Open the Supplies form;


Path: Payables -> Suppliers -> Entry

Search for any Supplier and click on Update

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11

Click on the link Personalize Page

NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y
Search for the Structure Name = Page Button Bar: (pageBtnRN) and click

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12

Search for the Structure Name = Page Button Bar: (pageBtnRN) and click on the option
Create Item

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13

Define the values to Personalization Properties


Level = Function: Supplier: Buyer View: Quick Update Page
Item Style = Button

ID = supplierextbutton
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&pExtendedPage=/oracle/apps/
pos/supplier/webui/QuickUpdatePG&pExtendedTable=AP_SUPPLIERS&pConnectString=P
ARTY_ID={@PartyId}
Prompt = Additional Information
View Instance = SupplierVO
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Verifying the Supplier Extension Fields were Successfully Enabled


1. Open the Suppliers form;
Path: Payables -> Suppliers -> Entry
2.

Search for any Supplier and click on Update

3.

On the right top of the screen must appear Additional Information button

Vendor Site Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1

Open the Supplies form;


Path: Payables -> Suppliers -> Entry

Search for any Supplier and click on Update

Go to address book Option

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15

Go to Manage Sites

Press the Personalize Page in the page upper right corner.

NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y
Search for the Structure Name = Page Button Bar: (pageBtnRN) and click

Look for Page Layout: Manage Sites -> Header: Supplier Sites -> Table: Uses and press the Create
Item button

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Define the values to Personalization Properties


Level = Site
Item Style = Image

ID = CLL_ZZ_VENDOR_SITES
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&pExtendedPage=/oracle/apps/
pos/supplier/webui/ByrMngSitesPG&retainAM=Y&pExtendedTable=PO_VENDOR_SITES_A
LL&pConnectString=VENDOR_SITE_ID={@VendorSiteId}
Image URI = updateicon_enabled.gif
Prompt = Additional Information
Verifying the Vendor Site Extension Fields were Successfully Enabled
1. Open the Suppliers form;
Path: Payables -> Suppliers -> Entry
2.

Search for any Supplier and click on Update

3.

Click on Address Book

4.

Click on Manage Sites

5.

The Additional Information option must appear in the end of the Sites line

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Employee Site Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1

Open the Supplies form;


Path: Payables -> Suppliers -> Entry

Search for any Supplier and click on Update

Go to address book Option

Press the Personalize Page in the page upper right corner.

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NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y
Search for the Structure Name = Page Button Bar: (pageBtnRN) and click

Look for Page Layout: Address Book -> Header: Expense Payment Sites -> Table: Uses and press
the Create Item button

Define the values to Personalization Properties


Level = Site
Item Style = Image

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ID = CLL_ZZ_VENDOR_SITES
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&pExtendedPage=/oracle/apps/
pos/supplier/webui/ByrMngSitesPG&retainAM=Y&addBreadCrumb=Y&pExtendedTable=P
O_VENDOR_SITES_ALL&pConnectString=VENDOR_SITE_ID={@VendorSiteId}
Image URI = updateicon_enabled.gif
Prompt = Additional Information
View Instance: oracle.apps.pos.supplier.server.SitesVO
Verifying the Employee Site Extension Fields were Successfully Enabled
1. Open the Suppliers form;
Path: Payables -> Suppliers -> Entry
2.

Search for any Supplier and click on Update

3.

Click on Address Book

4.

The Additional Information option must appear in the end of the Sites line

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20

E-Business Tax Home (Tax Rate Setup) Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1. Open the Tax Rate form;
Path: Payables -> Setup -> Tax > E-Business Tax Home -> Tax Configuration -> Tax Rate
Click on Go To Task button

2.

Search for Tax Rate Options and click on the Update Button;

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21

3.

Press the Personalize Page in the page upper right corner.

NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y
4.

Search for the Structure Name = Table: Rate Periods and click on the option Create Item

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5.

Define the values to Personalization Properties

Level = Site
Item Style = Image

ID = CLL_TAX_RATE_ID
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&pExtendedP
age=/oracle/apps/zx/taxcontent/regime/webui/ZxTaxRatesUpdatePG&reta
inAM=Y&pExtendedTable=ZX_RATES_B&pConnectString=TAX_RATE_ID={@TaxRa
teId}
Image URI = /OA_MEDIA/updateicon_enabled.gif
Prompt = Additional Information
View Instance = MaintainRatesAM.MaintainRatesVO
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Verifying the E-Business Tax Home (Tax Rate Setup) Extension Fields were Successfully Enabled
1.

Open the Tax Rate form;


Path: Payables -> Setup -> Tax > E-Business Tax Home -> Tax Configuration -> Tax Rate
Click on Go To Task button

2.

Search for any Tax Rate and click on Update

3.

The Additional Information option must appear in the end of the Rate Periods line

Invoice Header Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1.

Open the Invoice form;


Path: Payables -> Invoices -> Entry -> Invoices

2.

On Help menu, click Diagnostics -> Custom Code -> Personalize

3.

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste
to avoid errors):
3.1) CLL Enable Extension
Seq = 10
Description = CLL Enable Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = WHEN-NEW-FORM-INSTANCE
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Menu
Language = All
Enabled = Yes
Menu Entry = SPECIAL1: Additional Information
Menu Label = Additional Information
Enable in Block(s) =
BAT_SUM_FOLDER, LINE_SUM_FOLDER , INV_SUM_FOLDER

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3.2) Go to Invoice Extension


Seq = 20
Description = Go to Invoice Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Condition =
:SYSTEM.CURRENT_BLOCK='BAT_SUM_FOLDER' OR
:SYSTEM.CURRENT_BLOCK='INV_SUM_FOLDER'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=AP_INVOICES_ALL&pConnectString=INVOICE_ID='||${item.in
v_sum_folder.invoice_id.value}

Verifying the Invoice Header Extension Fields were Successfully Enabled


1.

Open the Invoice form;


Path: Payables -> Invoices -> Entry -> Invoices

2.

Search for any Invoice

3.

On Tools menu, must appear Additional Information option

Invoice Lines Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1.

Open the Invoice form;


Path: Payables -> Invoices -> Entry -> Invoices

2.

On Help menu, click Diagnostics -> Custom Code -> Personalize

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3.

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste
to avoid errors):
3.1) CLL Enable Extension
Seq = 30
Description = Go to Line Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Condition = :SYSTEM.CURRENT_BLOCK='LINE_SUM_FOLDER'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Launch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =
'pExtendedTable=AP_INVOICE_LINES_ALL&pConnectString=INVOICE_ID='||${
item.LINE_SUM_FOLDER.INVOICE_ID.value}||',LINE_NUMBER='||${item.LIN
E_SUM_FOLDER.LINE_NUMBER.value}

Verifying the Invoice Lines Extension Fields were Successfully Enabled


1.

Open the Invoice form;


Path: Payables -> Invoices -> Entry -> Invoices

2.

Search for any Invoice

3.

Go to Lines

4.

On Tools menu, must appear Additional Information option

Withholding Code Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:

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1.

Open the Withholding Code form;


Path: Payables -> Setup -> Tax -> Withholding -> Codes

2.

On Help menu, click Diagnostics -> Custom Code -> Personalize

3.

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste
to avoid errors):
3.1) CLL Enable Extension
Seq = 10
Description = CLL Enable Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = WHEN-NEW-FORM-INSTANCE
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Menu
Language = All
Enabled = Yes
Menu Entry = SPECIAL1: Additional Information
Menu Label = Additional Information
Enable in Block(s) =
AP_TAX_CODES,AP_AWT_TAX_RATES

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3.2) CLL Open Tax Code Extension


Seq = 20
Description = CLL Open Tax Code Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Condition = :SYSTEM.CURRENT_BLOCK = 'AP_TAX_CODES'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=AP_TAX_CODES_ALL&pConnectString=TAX_ID='||${item.AP_
TAX_CODES.TAX_ID.value}

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3.3) CLL Open Tax Rate Extension


Seq = 30
Description = CLL Open Tax Rate Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Condition = :SYSTEM.CURRENT_BLOCK = 'AP_AWT_TAX_RATES'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=AP_AWT_TAX_RATES_ALL&pConnectString=TAX_RATE_ID='
||${item.AP_AWT_TAX_RATES.TAX_RATE_ID.value}

Verifying the Withholding Code Extension Fields were Successfully Enabled


1.

Open the Withholding Code form;


Path: Payables -> Setup -> Tax -> Withholding -> Codes

2.

Search for any Withholding Tax Details

3.

On Tools menu, must appear Additional Information option

iExpenses Header Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:

Please follow the instructions below for personalizing this page:


1

Open the iExpense Home Page;


Path: iExpense Home -> Create Expense Report

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Press the Personalize Page in the page upper right corner.

NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y

Look for Page Button Bar: Actions Region and press the Create Item button

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Define values to Personalization Properties, and press the Apply button

Level = Function: OIE Expenses Entry Flow


Item Style = Button
ID = IDAddInfExpRep
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&retainAM=Y&pE
xtendedTable=AP_EXPENSE_REPORT_HEADERS_ALL&pConnectString=REPORT_HEADE
R_ID={@ReportHeaderId}
Prompt = Additional Information
View Instance = ExpenseReportHeadersVO
Verifying the iExpenses Header Extension Fields were Successfully Enabled
1

Open iExpense Home Page;


Path: iExpense Home -> Create Expense Report

On the right top of the screen must appear Additional Information button

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iExpenses Lines Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1

Open the iExpense Home Page;


Path: iExpense Home -> Create Expense Report -> Next -> Line Detail

Press the Personalize Page in the page upper right corner.

NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y

Look for Page Button Bar: (DetailsPageButtonBar) and press the Create Item button

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Define values to Personalization Properties, and press the Apply button

Level = Function: OIE Main Page


Item Style = Button
ID = IDexpense
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&retainAM=Y&pE
xtendedTable=AP_EXPENSE_REPORT_LINES_ALL&pConnectString=REPORT_HEADER_
ID={@ReportHeaderId},REPORT_LINE_ID={@ReportLineId}
Prompt = Additional Information
View Instance = ExpenseReportLinesVO

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Verifying the iExpenses Line Extension Fields were Successfully Enabled


1.

Open iExpense Home Page;


Path: iExpense Home -> Create Expense Report

2.

Create a Expense Report or click on update existing Expense Report

3.

On Expense Report Lines click on Details

4.

On the right top of the screen must appear Additional Information button

Expense Repor Header Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1

Open the Transactions form;


Path: Payables -> Invoice -> Entry -> Expense Reports

On Help menu, click Diagnostics -> Custom Code -> Personalize

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste to
avoid errors):
3.1) Active Tools Option
Seq = 10
Description = Active Tools Option
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = WHEN-NEW-FORM-INSTANCE
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Menu
Language = All
Enabled = Yes
Menu Entry = SPECIAL1: Additional Information
Menu Label = Additional Information
Enable in Block(s) = EMP_DETAILS , EMPLOYEE

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3.2) Go to Extension Headers


Seq = 30
Description = Go to Extension Headers
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Condition = :SYSTEM.CURRENT_BLOCK ='EMPLOYEE'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=AP_EXPENSE_REPORT_HEADERS_ALL&pConnectString=REP
ORT_HEADER_ID='||${item.EMPLOYEE.REPORT_HEADER_ID.value}

Verifying the Expense Report Header Extension Fields were Successfully Enabled
1.

Open the Transactions form;


Path: Payables -> Invoice -> Entry -> Expense Reports

2.

Search for any Expense Report

3.

On Tools menu, must appear Additional Information option

Expense Repor Lines Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1

Open the Transactions form;


Path: Payables -> Invoice -> Entry -> Expense Reports

On Help menu, click Diagnostics -> Custom Code -> Personalize

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste to
avoid errors):

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3.1) Go to Extension Lines


Seq = 20
Description = Go to Extension Lines
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Condition = :SYSTEM.CURRENT_BLOCK ='EMP_DETAILS'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=AP_EXPENSE_REPORT_LINES_ALL&pConnectString=REPORT
_HEADER_ID='||${item.EMP_DETAILS.REPORT_HEADER_ID.value}||',REPORT
_LINE_ID='||${item.EMP_DETAILS.REPORT_LINE_ID.value}

Verifying the Expense Report Lines Extension Fields were Successfully Enabled
1.

Open the Transactions form;


Path: Payables -> Invoice -> Entry -> Expense Reports

2.

Search for any Expense Report

3.

Go to Lines

4.

On Tools menu, must appear Additional Information option

Oracle Receivables Personalizations


Enable the Extension fields included on AR.

Transaction Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
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In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1.

Open the Transactions form;


Path: Receivables -> Transactions -> Transactions

2.

On Help menu, click Diagnostics -> Custom Code -> Personalize

3.

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste to
avoid errors):
3.1) Active Tools Option
Seq = 10
Description = Active Tools Option
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = WHEN-NEW-FORM-INSTANCE
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Menu
Language = All
Enabled = Yes
Menu Entry = SPECIAL5: Additional Information
Menu Label = Additional Information
Enable in Block(s) = TGW_HEADER, TLIN_LINES, TLIN_CONTEXT

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3.2) Go to Customer Transaction Extension


Seq = 20
Description = Go to Customer Transaction Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL5
Condition = :SYSTEM.CURRENT_BLOCK='TGW_HEADER'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=RA_CUSTOMER_TRX_ALL&pConnectString=CUSTOMER_TRX
_ID='||${item.TGW_HEADER.CUSTOMER_TRX_ID.value}

Verifying the Transaction Extension Fields were Successfully Enabled


1.

Open the Transactions form;


Path: Receivables -> Transactions -> Transactions

2.

Search for any Transaction

3.

On Tools menu, must appear Additional Information option

Transaction Type Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1.

Open the Transactions Type form;


Path: Receivables -> Setup -> Transactions -> Transaction Types

2.

On Help menu, click Diagnostics -> Custom Code -> Personalize

3.

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste to
avoid errors):

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3.1) Active Tools Option


Seq = 10
Description = Active Tools Option
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = WHEN-NEW-FORM-INSTANCE
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Menu
Language = All
Enabled = Yes
Menu Entry = SPECIAL1: Additional Information
Menu Label = Additional Information
Enable in Block(s) = RA_CUST_TRX_TYPES

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3.2) Go to Customer Transaction Extension


Seq = 20
Description = Go To Transaction Type Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL1
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=RA_CUST_TRX_TYPES_ALL&pConnectString=CUST_TRX_TYP
E_ID='||${item.RA_CUST_TRX_TYPES.CUST_TRX_TYPE_ID.value}||',ORG_ID='|
|${item.RA_CUST_TRX_TYPES.ORG_ID.value}

Verifying the Transaction Type Extension Fields were Successfully Enabled


1.

Open the Transactions form;


Path: Receivables -> Setup -> Transactions -> Transaction Types

2.

Search for any Transaction Type

3.

On Tools menu, must appear Additional Information option

Customers Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1. Open the Customers form;
Path: Receivables -> Customers -> Customers
2.

Click on the link Personalize Page

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NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y

3.

Search for the Structure Name = Table: Search Results and click on the option Create Item

Warning:
There are two Structure Name called Table: Search Results. The procedure must be done
under the first one.

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4.

Define the values to Personalization Properties


Level = Site
Item Style = Image

ID = CLL_F257_CUSTOMERS
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&pExtendedP
age=/oracle/apps/ar/cusstd/srch/webui/ArPrtySrchPG&pExtendedTable=H
Z_PARTIES&pConnectString=PARTY_ID={@PartyId}

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Image URI = /OA_MEDIA/updateicon_enabled.gif


Prompt = Additional Information

Verifying the Customers Extension Fields were Successfully Enabled


1.

Open the Customers form;


Path: Path: Receivables -> Customers -> Customers

2.

Search for any Customer

3.

The Additional Information option must appear in the end of the Customers information line

Transaction Summary Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.
In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1.

Open the Transactions form;


Path: Receivables -> Transactions -> Transaction Summary

2.

On Help menu, click Diagnostics -> Custom Code -> Personalize

3.

After opening Form Personalizations screen, set this form as follow (you can use Copy /Paste to
avoid errors):
3.1) Active Tools Option
Seq = 10
Description = Active Tools Option
Level = Function
Enabled = Yes

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Condition Tab:
Trigger Event = WHEN-NEW-FORM-INSTANCE
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Menu
Language = All
Enabled = Yes
Menu Entry = SPECIAL5: Additional Information
Menu Label = Additional Information
Enable in Block(s) = TGW_HEADER, TLIN_LINES, TLIN_CONTEXT

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3.2) Go to Customer Transaction Extension


Seq = 20
Description = Go to Customer Transaction Extension
Level = Function
Enabled = Yes
Condition Tab:
Trigger Event = SPECIAL5
Condition = :SYSTEM.CURRENT_BLOCK='TGW_HEADER'
Processing Mode = Not in Enter-Query Mode

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Actions Tab:
Seq = 10
Type = Builtin
Language = All
Enabled = Yes
Builtin Type = Lauch a Function
Function Code = CLL_LXM_PG
Function Name = CLL LXM: Localization Extensions Manager
Parameters =(use Copy/Past to avoid errors)
'pExtendedTable=RA_CUSTOMER_TRX_ALL&pConnectString=CUSTOMER_TRX
_ID='||${item.TGW_HEADER.CUSTOMER_TRX_ID.value}

Verifying the Transaction Summary Extension Fields were Successfully Enabled


1.

Open the Transactions form;


Path: Receivables -> Transactions -> Transaction Summary

2.

Search for any Transaction

3.

On Tools menu, must appear Additional Information option

Oracle General Ledger Personalizations


Enable the Extension fields included on GL.

Legal Entity (Accounting Setup) Extension Fields


Before enable the personalization, please confirm if it was already enabled previously. In this
case will be not necessary enable it again since when a personalization is done in a particular
form for a particular country, it becomes valid to all other countries.

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In case this step was not been done yet, please follow the instructions below for personalizing
this form:
1.

Open the Accounting Setup form;


Path: General Ledger > Setup > Financials > Accounting Setup Manager > Accounting Setups
Click on Legal Entities tab

2.

Search for the Legal Entity


Select the Legal Entity and click on View Details button

3.

Click on Update

4.

Click on the link Personalize Page

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NOTE:
If you do not see a Personalize Page link then it is necessary setup two profile options as
follow:
FND: Personalization Region Link Enabled = Y
Personalize Self-Service Defn = Y
5.

Search for the Structure Name = Page Button Bar: (PageLevelButtons) and click on the option
Create Item

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6. Define the values to Personalization Properties


Level = Site
Item Style = Button

ID = LegalEntityextbutton
Destination URI =(use Copy/Past to avoid errors)
OA.jsp?page=/oracle/apps/cll/lxm/webui/ExtensionUsagesPG&retainAM=Y&pExtendedTabl
e=XLE_ENTITY_PROFILES&pConnectString=LEGAL_ENTITY_ID={@LegalEntityId}
Prompt = Additional Information
View Instance = GeneralUpdateVO
Verifying the Legal Entity (Account Setup) Extension Fields were Successfully Enabled
1.

Open the Accounting Setup form;


Path: General Ledger > Setup > Financials > Accounting Setup Manager > Accounting Setups
Click on Legal Entities tab

2.

Search for the Legal Entity

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3.

Select the Legal Entity and click on View Details button

4.

Click on Update button

5.

On the right top of the screen must appear Additional Information button

Step 4. Setup Lookup Codes


The report Anexo Transaccional must list all payments done for foreign countries. So, it is mandatory the
solution be able to indentify these countries.
The Ecuador LAD Add-on Localizations Legal Reports is using the list of countries predefined in the
Trading Community Architecture and this way, it is possible register all the codes for the foreign countries
needed.
To do so, is necessary to setup the following Lookup Code of the Geography Hierachy of the Tranding
Community, using the following path:
Receivables Manager / Setup / System / QuickCodes / Receivables
Search this lookup code: HZ_GEO_IDENTIFIER_SUBTYPE

Enter this code: CLL_F399_CODE


Enter this Meaning: CLL_F399_CODE
Enter this Description: CLL_F399_CODE
For the field Tag enter the value: C
Inform a Start Date
Save the register

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