AP – How to Personalize Payment Dashboard

Personalization is the ability within an E-Business Suite instance to make changes to the look and behavior of OA Framework-based pages without programming. In 11i you can change the number of records visible to display on screen by changing the number of Rows per Page under the Profiles link. This option however is not available in Release 12 as it uses the new OAF architecture.

Need to use personalization to set the number of records displayed in Release 12

Pre-Requisite

Firstly set the following profiles:

Navigation> System Administrator> Profile

¨        Personalize Self-Service Defn
– Yes to allow ‘Personalize link to appear at the top of the page

¨        FND: Personalization Region Link Enabled
– Yes to display all the regional links above each region
– Minimal to display key regional links

¨        Disable Self-Service Personal
– If you set to "Yes" at Site level all the OA Framework Extensions will be disabled.  
–­­ If you set to "Yes" at Application level then Personalization related to localization will be disabled.

After setting this a "Personalize Page" link will appear in the global menu (top and bottom of page). User can click on this page and do Personalization accordingly or can go on individual screens for the same.

To personalize the Payment Dashboard. The requirement matrix is as follows.  

Step-1

-Navigation>Payables>Payment>Entry>Payment Manager

-Following Screen will appear

-Click on either Personalize ‘Payments Dashboard’ or
-Go to Payments>Click on ‘Personalize Payment’

             

Step – 2

-Select ‘Advanced Table’ as Style

-Click on ‘Go’ button.

Step – 3

-It will be directed to the Personalize Region: Payments screen as below:

-From here click on ‘Personalize’ pencil button

Step – 4

-Here make the changes in ‘Records Displayed’ Row increase the number of records to be displayed on the dashboard screen.

-Click on ‘Apply’

-After that Click on Return to Application

Note:

If personalization doesn’t work properly it is suggested to clear Cache after completing the above mentioned steps

Steps to Clear Cache

¨        Navigation>Functional Administrator>Home

¨        Core Services>Caching Framework>Global Configuration

¨        Click on ‘Clear All Cache’

Check the personalization by filling search Criteria on the Home Page of Payment Dashboard.