Oracle: Adding a message box with Form Personalisations

The seeded Payment Overview form (APXPWALL) in Oracle Payables shows limited details relating to the payee, in this example we will make the payee bank details visible on this form.

We could use Custom PLL to add additional fields to the form, however the simpler approach is to use Form Personalisations to display the details in a Pop-up message box.

From the Payment Overview form select Form Personalisations and create an action that will enable a new Menu option:

Trigger Event: WHEN-NEW-FORM-INSTANCE
Action Type: Menu
Menu Entry: SPECIAL3
Menu Label: Payment Details

Then create an action that will display the message box:

Trigger Event: SPECIAL3
Action Type: Message
Message Type: Show
Message Text: =SELECT xxapps_forms_util_pkg.inv_payee_bank_details(:PAYMENT.CHECK_ID,:PAYMENT.PAYMENT_METHOD) FROM dual

The above action calls a function in a custom package to return the formatted details, the function is defined as:


FUNCTION inv_payee_bank_details (p_check_id IN NUMBER
, p_pay_method IN VARCHAR2)
RETURN VARCHAR2
IS
v_payee_details VARCHAR2 (250);
BEGIN
IF p_pay_method = 'Electronic'
THEN
SELECT 'Bank Name: '
|| xba.bank_name
|| CHR (10)
|| 'Sort Code: '
|| xba.branch_number_fmt
|| CHR (10)
|| 'Account Num: '
|| xba.bank_account_num
|| CHR (10)
|| 'Account Name: '
|| xba.bank_account_name
INTO v_payee_details
FROM xxapps_iby_bank_accounts_v xba
, ap_checks_all aca
WHERE aca.external_bank_account_id = xba.ext_bank_account_id
AND aca.check_id = p_check_id;
ELSE
v_payee_details := 'Paid by Cheque';
END IF;

RETURN v_payee_details;
EXCEPTION
WHEN OTHERS
THEN
RETURN 'No Data Found!';
END inv_payee_bank_details;


Now, from within the Payment Overview form select Tools > Payment Details to view the message