Saturday, January 15, 2011

Define a Descriptive Flexfield with Context-Sensitive Segment

In this practice, you will set up a context-sensitive segment and create a table-validated value set.
By using context sensitivity, you increase the number of questions you can ask without increasing the number of columns necessary in the table. In this scenario, you will track additional information for a transaction based on whether or not the transaction is a project. If it is not a project, then you do not need to capture additional information. If it is a project, then the flexfield should track the salesperson, the salesperson’s region, and the project name. To avoid some repetitive data entry, you will use a table that already exists within Oracle Applications to validate the project name.

Responsibility: System Administrator
Define your Value Sets

1- (N) Application > Validation > Set. Enter the information for the first value set in the following fields:
• Value Set Name: INAM_SALES_REP
• Description: INAM Sales Rep Value Set
• Security Type: Non-Hierarchical Security
• Format Type: Char
• Maximum Size: 3
• Uppercase Only: Selected
• Validation Type: Independent
Save your work.
2- Enter the information for the second value set in the following fields:
• Value Set Name: INAM_LOCATION
• Description: INAM Location Value Set
• Security Type: Non-Hierarchical Security
• Format Type: Char
• Maximum Size: 3
• Uppercase Only: Selected
• Validation Type: Independent
Save your work.
3- Enter the information for the third value set in the following fields:
• Value Set Name: INAM_PROJECT
• Description: INAM Project Value Set
• Security Type: Non-Hierarchical Security
• Format Type: Char
• Maximum Size: 30
• Validation Type: Table

 4- Click (B) Edit Information to navigate to the Validation Table Information window and enter Receivables as the table application and ARBV_CUSTOMERS as the table name.
Note: ARBV_CUSTOMERS will not appear in the list of values because it has not been registered as a table, but you can still use it for validation purposes.
5- In the Table Columns region, enter the following information (pic below):

Save your work and close the Value Set window.
Define your Structure
1- (N) Application > Flexfield > Descriptive > Segments. Query your descriptive flexfield in the Descriptive Flexfield Segments window (eg; Journal Categories)
2- Clear the Freeze Flexfield Definition check box, click (B) OK to acknowledge Caution message.
3- In the Context Field region, enter information in the following fields:
• Prompt: Is this a project?
• Required: Selected
• Displayed: Selected
• Synchronize with Reference Field: Leave this field unchecked.
4- In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window.
5- Delete the segments that you defined previously. Save your work. Close the Segment Summary window to navigate back to the Descriptive Flexfield Segments window.
6- In the Context Field Values region, enter the following information for the first context:
Code   Name    Description   Enabled
Yes     Yes       Yes               Checked
7- Click (B) Segments to navigate to the Segments Summary window.  Enter the following information for the segments (pic below):
Note: Be sure to save after each segment, you may need to click (B) OK to acknowledge the Caution message before proceeding.

Save your work. Close the Segments Summary window to navigate back to the Descriptive Flexfield
Segments window.
In the Context Field Values region, enter the following information for the second context:
Code   Name   Description   Enabled
No      No        No               Checked


Save your work.
8- Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution message.
9- Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view.

Define your Values
1- (N) Application > Validation > Values. In the Find window, select INAM_SALES_REP value set and click (B) Find.
2- In the Values, Effective region of the Segment Values window, define the following values:
Value      Description                 Enabled
SAB        S. Abuzar Bukhari     Checked
SAH       S. Ali Haider              CheckedS
SUB       S. Usman Bukhari       Checked
Save your work.
3- In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, then query the INAM_LOCATION value set in the Name field
In the Values, Effective region, define the following values:
Value     Description          Enabled
LHR      Lahore                 Checked
KHI      Karachi                Checked
ISB       Islamabad             Checked
Save your work and close the Segment Values window.

Test your Descriptive Flexfield
After defining your value sets, segments, and values, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

No comments:

Post a Comment