Credit Checking Setup in Order Management

In order to trigger automatic Credit checking on sales orders it is necessary that the credit checking is enabled for the order type, customer profile and payment terms associated with the transaction.
Credit check set up involves the following setup steps:

Step1:Credit Check Rules Setup
Step2:Customer Profiles Setup
Step3:Payment Terms Setup
Step4:Order Types Setup

If any one of order type, customer profile and payment terms does not have credit checking enabled, the sales order will not be credit checked . Sales orders that pass credit check at all the three points are allowed to progress normally. Those that fail will have credit check failure hold placed on either the order header or order lines.

Step 1 : Credit Check Rules Setup
(N) Setup->Rules->Credit

In the rules window enter Name of Credit Check Rule .
In the effective dates field enter today’s date(optional) as the starting date and leave the end date as blank.
In the credit check level drop down list, Select Sales order.
In the Credit hold level drop down list select the Sales order option.
Choose the conversion type as corporate.
Accept all other defaults and save your rule and close the window.

Step 2 : Customer Profiles Setup
(N) Customer->Standard

Enter the customer name or Number and Click on OK to open the customer.
In the Addresses tab, select the address for the bill to site that you want to enable credit checking and click on the Open button.

As per Note 365866.1, the conditions for the site level credit
check is as follows
After 11.5.10 CU2.
* If Credit Check not enabled(site level) => No Credit Check
* If Credit Check is enabled and both credit limit and order credit limit are NULL/BLANK => Go for Customer level
* If Credit Check is enabled and either credit limit or order credit limit is NOT NULL => Use them
In (T) Profile: Transaction ensure the Credit Check box is checked

In (T) Profile: Amounts, '''select the currency USD''' and change the order credit limit to 5000

Step 3 :Payment Terms Setup
(N) Setup->Orders->Payment Terms

Query for the Payment Term 30 Net and ensure that the credit check check box is selected.
Save your work and exit the form.

Step 4 :Order Types Setup
(N) Setup->Transaction Types->Define

Query for the Transaction Type Mixed and once the record is retrieved choose the credit check rule
Enter the name of credit check rule created in the previous step in the credit check rule region in the ordering field.
This indicates that when the order is booked, the credit check rule will be applied and when the order amount exceeds the credit limit then a hold will be applied.Save your work and close the window.

To release the credit check hold, go to Actions->Release Holds, enter a Reason,
and click on Release.

Tips For Personalizing The E-Business Suite 11i Login Page (AppsLocalLogin) [ID 468971.1]

Goal
You would like to personalize the AppsLocalLogin.jsp login page to add specific text, change the logo, etc. This document describes the supported and non supported methods to achieve one's ends.

Solution
1. Attributes of the login page

It is possible to control the display of some attributes of the login page, for instance user name or password hints, language switchers, forgot password link, corporate policy message, etc.

For this, you need to set the profile option 'Local Login Mask' (FND_SSO_LOCAL_LOGIN_MASK) with a number being the sum of the mask values described in the table below:


Description
Mask value

Hint for Username (USERNAME_HINT) 01

Hint for Password (PASSWORD_HINT) 02

Cancel button (CANCEL_BUTTON) 04

Forgot Password link (FORGOT_PASSWORD_URL) 08

Registration link (REGISTER_URL) 16

Language Images (LANGUAGE_IMAGES) 32

Corporate Policy Message (SARBANES_OXLEY_TEXT) 64



* For instance the value 32 (default) displays only the language icons and value 127 will show all the attributes on the page. Please see the attached screen shots as an example.

* The change takes effect immediately after re-login to E-Business Suite.


2. Message texts

It is possible to modify or add text on the login page by changing the value of some messages.
The following table shows the related messages and their default value:

Description Default value
FND_SSO_WELCOME Login
FND_SSO_EBIZ_SUITE E-Business Suite
FND_SSO_COPYRIGHT_TEXT Copyright (c) 2007, Oracle. All rights reserved.
FND_SSO_SARBANES_OXLEY_TEXT Corporate Policy Message



To change the value of a message:

1. Go to "Application Developer" responsibility
2. Select "Messages" from the menu
3. Query the message name and then enter your message text in the "Current Message Text" field
4. Save changes and exit
5. Clear cache and bounce Apache to see the change

* Note that some messages can be used elsewhere that in the login page
and can be updated by a patch

* If you want to change also the default branding 'E-Business Suite' on other pages, to match the text on the login page (defined by FND_SSO_EBIZ_SUITE message), then follow the steps below:

a. Login with System Administrator responsibility
b. Navigate: Application ---> Function
c. Query the function 'FWK_HOMEPAGE_BRAND'
d. Replace the value of the 'User Function Name' with the desired text
c. Logout and login to see the change (you shouldn't need to clear caches and bounce apache)

* The 'FND_SSO_SARBANES_OXLEY_TEXT' message is only displayed when the mask
value 64 is added to the profile option 'Local Login Mask'. The text will appear at the bottom of the page. Please review Note 391826.1 if you want to add a long text.




3. Corporate branding logo



The Oracle logo is displayed on various E-Business Suite pages and can be changed by setting the
'Corporate Branding Image for Oracle Applications' (FND_CORPORATE_BRANDING_IMAGE) profile option to the full path name of an image file (.gif) that contains your corporate image.

However it is not possible to use this method for AppsLocalLogin.jsp since it is hard coded with the Oracle logo image file 'FNDSSCORP.gif'.
The non supported solution consists in:


1. Go to the $OA_HTML directory
2. Backup the AppsLocalLogin.jsp file
3. Copy your own corporate branding image under $OA_MEDIA directory
4. Edit the AppsLocalLogin.jsp file :

from :

ImageBean imgBean1 = new ImageBean("/OA_MEDIA/FNDSSCORP.gif", FND_ORACLE_LOGO);

to :

ImageBean imgBean1 = new ImageBean("/OA_MEDIA/", FND_ORACLE_LOGO);

5. Clear caches and bounce Apache to see the change

* If you prefer the same corporate branding logo be displayed on all pages, including the login page, then you can backup the FNDSSCORP.gif file and modify it with your prefered graphic software.


4. Other modifications

AppsLocalLogin.jsp being a Java Server Page you can change the HTML or Java code (for instance with JDeveloper), create you own messages in the Messages Dictionnary thru AOL responsibility, etc., if you want to add other customizations. This is considered a customization and thus not supported by Oracle. If you apply patches replacing AppsLocalLogin.jsp the file will be overwritten.


Warning: the Login page being an access to E-Business Suite, be careful and always do a backup of the related files before doing any direct update.

References
NOTE:275875.1 - Oracle Application Framework Troubleshooting Release 11i (11.5.10)
NOTE:275878.1 - Oracle Application Framework Development FAQ Release 11i (11.5.10)
NOTE:275880.1 - Oracle Application Framework Release 11i Documentation Roadmap
NOTE:391826.1 - FND_SSO_SARBANES_OXLEY_TEXT Does Not Line Wrap On AppsLocalLogin.jsp
Oracle Applications System Administrator’s Guide - Configuration