Feature Authorizations 2 – The Saga Continues
Back in August, the last time someone let me write the EmeraldCube blog, it was a long one. In fact, that’s a bit of a joke almost everywhere I go: if assigned to write, present, document, etc., I will most assuredly far exceed the designated time allotment or word count. It’s a blessing and a curse; I’m rarely at a loss for words. (But I’m working on it. Really. Pinky promise.)
Anyway, back then, I started a series on Feature Authorizations, and I kicked it off by talking about Auto Suggest, the feature introduced in 9.1 to allow for a “Google-like” search capability that can be enabled on almost any field. And, at the end, I promised more; in fact, I threw out a promise to cover Change Confirmation next. I know you all have been waiting, and now that day has arrived! In an effort to curb my wordy-ness, I won’t go into the background on Feature Authorizations; go read the August post for that. I’ll hold your spot.
Okay, good, you’re back; let’s proceed with Change Confirmation. By the time you finish this blog post, you will be itching to go CHANGE some data within JDE, just so you can see the wonders wrought by this feature. Well, maybe I’m getting ahead of myself…read on and see.
Today’s highlighted Feature – Change Confirmation
Change Confirmation, when enabled, can provide a warning dialog when a user’s action could undo a change they have made. For example, if I am in the Sales Order Header, making a change to my Customer PO field, and then I click Cancel without saving, Change Confirmation could pop up a dialog box to ask me if I REALLY meant to click Cancel without saving my changes:
Although this feature has been coded into several individual applications in the past, the new Feature Authorizations capabilities make it possible for power users and analysts to configure this for themselves, for whatever applications they prefer. But how? And why? Onward to find out!
P958973 – Feature Definitions:
As I talked about back in August, you have to define features within this application to be able to make use of them within the functional JDE applications. And, as with Auto Suggest, the features come predefined at install – pretty sweet! Unlike Auto Suggest, however, Change Confirmation is not enabled on any forms by default. (That’s okay, we can take care of that.) But, first, let’s look at the defined list of options.
You have the option to enable the Change Confirmation dialog when the following buttons are clicked – OK, Find, or Cancel.
- OK – Disables the OK button on a form until a change has been made
- Find – Issues a warning when clicking Find on a form after making a change
- Cancel – Issues a warning when clicking Cancel on a form after making a change
The predefined authorizations contain the possible combinations of these.
For example, if you want the confirmation dialog to pop up when you click Cancel or Find without saving, you would use the JDE_ChangeConfirmation_Feature_Find_Cancel feature.
P958974 – Feature Authorizations:
The good thing about Change Confirmation is that Oracle has already delivered JDE with the possible features defined in P958973. So, once you understand your options, it’s on to enabling them! As I mentioned in my last blog, the Feature Authorizations are specific to an environment, and can be enabled for a single user, a role, or *PUBLIC . Then, you can associate the feature by form. You can also associate it to all forms within an application, or to all applications/forms within a product code, as shown below:
*NOTE – See Oracle Support Doc ID 1543150.1 for a list of supported form types. The capability to enable Change Confirmation to *ALL objects and forms was delivered in Tools Release 18.104.22.168. Lower tools releases will allow you to create this configuration, but it does not actually apply the feature to *ALL objects and forms. (BUG 16884061)
You’ll need to sign out and back in for the Change Confirmation Feature to take effect. However, no cache clearing is needed – bonus!
In the example above, I enabled the Find/Cancel Change Confirmation Feature in the Sales Order Header (W4210G). Now, to test it –
- Access the P4210 form W4210G in the JDV910 environment (as per my enabled feature)
- Make a change to a field such as Customer PO. Note that you must tab or click out of the field for JDE to detect a change.
- Click Cancel instead of OK.
- Voila! The dialog box comes up, asking me if I would like to proceed (and discard my changes) or cancel (and give myself the opportunity to click OK to save them)
A few examples of how/when to use Change Confirmations:
|The Problem||The Solution|
|A user has a habit of making a change to a PO and closing without saving. Then, they wonder why the change did not take effect.||Enable the Cancel Change Confirmation Feature on P4310, *ALL forms, to prevent exiting without saving.|
|A user often enters the SO Header to view data, then clicks OK, which prompts the “Review Header Before Accept” if you are updating header to detail, and then calls the SO Detail – a lot of clicking for no changes made.||Enable the OK Change Confirmation Feature on P4210, Form W4210G, and the OK button will remain grayed out until an actual change is made.|
|A user enters the Meter Readings form, enters an Odometer New Reading, and then clicks Find without clicking OK, which doesn’t save the meter reading.||Enable the Find Change Confirmation Feature on P12120, form W12120A, to prevent losing data by clicking the Find button.|
That’s about all you need to know to start using the Change Confirmation Feature. This feature is often overlooked or not enabled, as it doesn’t radically change the system in a very visible way. However, it can solve specific problems regarding potential data loss during changes and updates. This, in turn, reduces errors/omissions, and therefore reduces unhappy customers, vendors, and bosses. And, as users can tell you, that’s a pretty big deal!
Check back soon for the final installment in my Feature Authorizations series – Hover Forms and UDC Dropdowns, possibly the most hotly debated Features of them all. Love them or hate them; we’ll walk through them both. The thrills will be unending! (Well, maybe not, but you get the gist.) Until then, keep finding new ways to use JD Edwards to its fullest potential!