When you ready to deploy your Oracle E-Business Suite, you may find that there are buttons and menus that you wish to disable for certain responsibilities.  In this post, I will discuss the two ways to disable a menu option’s functionality.  The first way is by adding the menu’s function to the “Menu Exclusion” tab on the responsibility setup and the second way is by creating a forms personalization to override the menu’s functionality.

Let’s take a look at the first way – adding the menu option’s function to the “Menu Exclusion” tab on the responsibility setup.  There are three steps to this process:

1.       Find the menu option’s function

2.       Find your responsibility setup

3.       Add the function to the “Menu Exclusion” tab

The first step is often the most difficult because the function that controls the menu may not be obvious.  Once you know the function, you can access the responsibilities setup form and add it to the menu exclusions.

To show you an example of this process, I’ll disable the “Create Accounting” menu option from the AR transaction form.

Menu Customization Create Accounting Menu Before Menu Exclusion Update

Menu Customization Create Accounting Menu Before Menu Exclusion Update

Step 1:  I found an Oracle Support note tells us if we excluded the “SLA: View Accounting Inquires” function from the responsibility.

Menu Customization Disable Creating Accounting Menu Function

Menu Customization Disable Creating Accounting Menu Function

Step 2:  I went to the System Admin module and queried up my responsibility setup.

Step 3:  I added the “SLA: View Accounting Inquires” to the menu exclusion tab.

Menu Customization Updating Responsibility With Menu Exclusions

Menu Customization Updating Responsibility With Menu Exclusions

When I returned to the Receivables module, I can see that the “Create Accounting” and the “View Accounting” menu options are now disabled.

Menu Customization Create Accounting Menu After Menu Exclusion Update

Menu Customization Create Accounting Menu After Menu Exclusion Update

If you can’t find a function for the menu option or if a function doesn’t exist, you can use a forms personalization to override the menu’s functionality.

For my personalization example, I’ll override the “About AR” menu because I don’t want the users to view patch information window.

Menu Customization About AR Before Personalization

Menu Customization About AR Before Personalization

Here’s how the menu works before the personalization. There are 10 steps to create a personalization to override a menu:

1.       After you access the form, open the Forms Personalization window

Menu Customization Accessing Forms Personalization Form

Menu Customization Accessing Forms Personalization Form

2.       Enter your personalization’s sequence and description

3.       Click on the Actions tab

4.       Select “Menu” in the Type field

5.       Find your menu in the Menu Entry field (remember the menu name and number)

Menu Customization Creating Personalization for Menus Steps 2- 5

Menu Customization Creating Personalization for Menus Steps 2- 5

6.       Change the Type filed to “Message”

7.       Enter a Message

Menu Customization Creating Personalization for Menus Steps 6 and 7

Menu Customization Creating Personalization for Menus Steps 6 and 7

8.       Click the Condition tab, then select your menu in the Trigger Event field

9.       Change the processing mode to one of the following: “Both”, “Not in Query Mode”, or “Only in Query Mode”

10.   Optionally add users or responsibilities that will be enabled for this personalization

Menu Customization Creating Personalization for Menus Steps 8- 10

Menu Customization Creating Personalization for Menus Steps 8- 10

After you save the personalization, you will need to change your responsibility to enable it.  You can do this by either a.)  switching to another responsibility and then switching back or b.) by closing Oracle and re-logging back in.

You can see now when the user clicks on the “About AR” menu option, they see my custom message and not the patch level information.

Menu Customization About AR After Personalization

Menu Customization About AR After Personalization

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