Saturday, January 15, 2011

Define a Descriptive Flexfield with a Dependent Segment

In this practice, you will create a dependent value set to validate a descriptive flexfield segment. The descriptive flexfield will track the country and region for a salesperson. The list of values for the region segment will change depending on the country selected.
Remember, when defining a dependent value set, you must perform the steps in the following order:
• Define the independent value set.
• Define the dependent value set.
• Define independent values.
• Define dependent values.
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_COUNTRY
• Description: INAM Country Value Set
• Security Type: Non-Hierarchical Security
• List Type: Long List of Values
• 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_REGION
• Description: INAM Region Value Set
• Security Type: Non-Hierarchical Security
• Format Type: Char
• Maximum Size: 3
• Uppercase Only: Selected
• Validation Type: Dependent
Click (B) Edit Information to navigate to the Dependent Value Set Information window.
In the Independent Value Set region, enter INAM_COUNTRY in the Name field.
In the Dependent Default Value region, enter NA in the Value field and Not Specified in the Description field.


Save your work and close the Value Sets window.
Define your Structure
1- (N) Application > Flexfield > Descriptive > Segments. Query your descriptive flexfield in the Descriptive Flexfield Segments window.
Clear the Freeze Flexfield Definition check box, click (B) OK to acknowledge Caution message.
2- In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window.
Enter the following information for the two new 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 Segment Summary window to navigate back to the Descriptive Flexfield Segments window.
Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution message.
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_COUNTRY value set and click (B) Find.
In the Values, Effective region of the Segment Values window, define the following values:
Value          Description             Enabled
USA           United States         Checked
CAN          Canada                  Checked
UK             United Kingdom    Checked
Save your work.
2- In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, query with INAM_REGION in the Dependent Value Set field field.
Define and enable the following values for the Independent Value USA.
Value   Description    Enabled
OK     Oklahoma     Checked
TX      Texas            Checked
WI      Wisconsin     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, use your down arrow to navigate to the Independent Value CAN.
Define and enable the following values for the Independent Value CAN.
Value    Description          Enabled
SAS     Saskatchewan      Checked
BC       British Columbia  Checked
YT       Yukon Territory   Checked
Save your work
4- In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, use your down arrow to navigate to the Independent Value UK.
Define and enable the following values for the Independent Value UK.
Value    Description      Enabled
WA      Wales              Checked
SL        Scotland          Checked
EN       England           Checked

Save your work and close the Segment Values window.
Test your Descriptive Flexfields
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.

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