Hide Oracle E-Business Suite UI Elements

There are two major steps required to hide Oracle E-Business Suite UI elements when accessing quotes from Oracle CX Sales:

• Hiding UI Elements

• Hiding the Integration Responsibility

Hiding UI Elements

You use personalization to hide Oracle E-Business Suite UI elements.

Hiding UI Elements on the Quote Creation Page

There are two select buttons to hide on the Quote Creation page. The Customer Name select button and the Contact Name select button. To hide these UI elements on the Quote Creation page do the following:

1. Log in as the Oracle E-Business Suite integration user and navigate to Integration Responsibility, Quote, and then Create Quote.

2. In the Quote Creation page, click Personalize Page.

   The personalization page organizes all of the controls in a tree structure.

3. Make sure that the Personalization Level is set to Responsibility: Integration Responsibility.

4. Click the pencil icon beside the Select button for Customer Name.

5. Change the Rendered property to false.

6. Repeat the steps for Contact Name.

Hiding UI Elements on the Quote Update Page

UI elements that can be hidden on the Quote Update page using personalization. To hide UI elements on the Quote Update page do the following:

1. Navigate to the Quote List page.

2. Click any quote hyperlink to navigate to the Quote Update page.

3. Click Personalize Page.

   The personalization page organizes all of the controls in a tree structure.

4. Make sure that the Personalization Level is set to Responsibility: Integration Responsibility.

5. Hide any of the UI elements that you want to hide, using the procedure in Hiding UI Elements on the Quote Creation Page.

Hiding UI Elements on the Add Services Page

You hide UI elements to make the Add Service page read only. To make the Add Services page read only do the following:

1. On the Product tab on the Quote Update page, select a product.

2. Select Add Services from the drop-down list, then click Go.

3. Click Personalize Page.

4. Make sure that the Personalization Level is set to Responsibility: Integration Responsibility.

5. Set the Rendered property to false for the following UI elements:

   • Select button

   • Multiple Selection: (QotAddSvcSel)

Hiding the Integration Responsibility

After hiding the UI elements, you can hide the integration responsibility. First you must remove the Quotes menu from the integration responsibility. To remove the Quotes Menu Globally from Integration Responsibility do the following:

1. Log in as System Administrator.

2. Navigate to Function Developer, Core Services, and then Menus.

3. Search for the QOT_QUOTE_ROOT_INT menu code.

4. Click Update.

5. Delete the word Quotes from the Prompts column.

6. Deselect the Grant check box in the same row, then click Apply. The QOT_QUOTE_ROOT_INT menu is removed from Integration Responsibility.

Removing Integration Responsibility from the Navigator

Next you can optionally remove the integration responsibility from the Navigator. To remove Integration Responsibility from the Navigator do the following:

1. Click Personalize in the Navigator menu on the home page.

2. In the Search and Select area, click Go.

3. Select Integration Responsibility from the search results, then click Hide.

4. Click Apply.