Beruflich Dokumente
Kultur Dokumente
Student Guide
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14001GC10
Production 1.0
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June 1998
M06755
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Author
Richard Sears
Millie Wang
Phil Cannon
Technical Contributors
and Reviewers
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Contents
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Preface
Profile xv
Related Publications xvi
Typographic Conventions xvii
Curriculum Map
Introduction
Objectives I-3
Overview I-4
Lesson 1: Overview of Flexfields
Objectives 1-2
Overview of Flexfields: Overview 1-3
Customizing Applications Without Programming 1-4
Segments and Structures 1-5
Customizing Flexfield Appearance 1-6
Validating Input 1-7
Practice 1-1 1-8
Key and Descriptive Flexfields 1-9
Key Flexfields 1-10
Intelligent Keys 1-11
Using Intelligent Keys 1-12
Key Flexfield Example: Accounting Flexfield 1-13
Key Flexfield Example: Asset Category Flexfield 1-14
Oracle Applications Key Flexfields 1-15
Descriptive Flexfields 1-16
Using Context and Reference Fields 1-17
Using Different Contexts: Asset Category Flexfield 1-18
Oracle Applications Descriptive Flexfields 1-19
SRS and Flexfields 1-20
Flexfield Benefits 1-21
Storing Flexfield Values Internally 1-22
Practice 1-2 1-23
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Contents
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Defining Flexfields
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Contents
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Contents
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Contents
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Defining Flexfields
Contents
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Contents
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Defining Flexfields
Contents
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A-16
A-29
A-37
A-40
A-44
A-53
A-63
A-66
A-70
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A-90
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Contents
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A-103
A-107
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xii
Defining Flexfields
Preface
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Profile
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Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Thorough knowledge of the Oracle Application you will be implementing or
supporting
Working experience with navigating Oracle Applications forms and windows
Prerequisites
Navigate Oracle Applications
How This Course Is Organized
Defining Flexfields is an instructor-led course featuring lectures and hands-on
exercises. Online demonstrations and written practice sessions reinforce the concepts
and skills introduced.
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Defining Flexfields
xiii
Preface
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Related Publications
Oracle Publications
Title
Part Number
A58188-01
Additional Publications
System release bulletins
Installation and users guides
read.me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
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xiv
Defining Flexfields
Typographic Conventions
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Typographic Conventions
Typographic Conventions Within Text
Convention
Object or Term
Example
Uppercase
Commands,
functions, column
names, table
names,
schemas
Triggers, windows,
check boxes,
buttons
Initial cap
Lead cap
Italic
Graphics labels
(unless the term is a
proper noun)
Titles of books and
courses,
emphasized words
and phrases,
variables
Bold italic
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Defining Flexfields
xv
Preface
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Convention
Object or Term
Example
Courier, case
sensitive (default is
lowercase)
Filenames,
directory names,
pathnames, URLs,
usernames, user
input, code output
Filename:
Locate the init.ora file.
Pathname:
Open c:\my_docs\projects first.
URL:
Go to the URL: http://www.oracle.com
Password:
Use tiger as your password.
Username:
Log on as scott.
User input:
Enter 300.
Code output:
The following statement is
displayed:
debug.seti('I',300);
Quotation marks
Arrow
Brackets
Plus signs
Commas
Key sequences
O
e
Select File>Save.
Press [Enter].
Press and hold keys simultaneously:
[Control]+[Alternate]+[Delete]
Press and release keys one at a time:
[Alternate], [F], [D]
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Defining Flexfields
Typographic Conventions
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Code
Uppercase
SQL commands
and functions
Oracle Forms
triggers
Initial cap
Lowercase
Column names,
table names,
filenames, PL/
SQL objects
Italic, lowercase
Syntax variables
Example
SELECT userid
FROM emp;
Form module: ORD
Trigger level: S_ITEM.QUANTITY item
Trigger name When-Validate-Item
OG_ACTIVATE_LAYER
(OG_GET_LAYER ('prod_pie_layer'))
SELECT last_name
FROM s_emp;
DROP USER scott
IDENTIFIED BY tiger;
CREATE ROLE role
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Defining Flexfields
xvii
Preface
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xviii
Defining Flexfields
Introduction to Oracle
Human Resources (ILT)
1 day
Implementing Oracle
Human Resources (ILT)
4 days (US) 3 days (Global)
OPTIONAL
Implementing and
Administering Oracle
Payroll (ILT)
5 days (Global)
OPTIONAL
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Implementing Oracle
Human Resources and
Payroll (ILT)
5 days (US)
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In
Any 2 Applications
Products Course
2-5 days
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PATH OBJECTIVES
LEGEND
ILT - Instructor Led Training
Introduction to Oracle:
for Experienced SQL Users
(ILT), 3 days
Take either
OPTIONAL
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Oracle Manufacturing
Technical Foundation (ILT),
4 days
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OR
OPTIONAL
Oracle Payroll Technical
Foundation (ILT),
2 days
PATH OBJECTIVES
Oracle Applications Database Administrator, Oracle8
Understand the architecture and processes of the Oracle8
Server
Manage the database through startup and shutdown,
backup and recovery, granting privileges and maintaining
audit trails
Understand the security and administration of Oracle
Applications
Identify the basic architecture underlying Oracle
Applications, including critical tables, indexes and views
Perform archiving and purging functions provided by Oracle
Applications
Configure Oracle8 data and log files for optimal
performance
Take either
Introduction to Oracle:
for Experienced SQL Users
(ILT),
3 days
Developer/2000: Build
Forms I (ILT),
5 days
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PATH OBJECTIVES
Then take:
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Product Course, (ILT)
2-5 days
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PATH OBJECTIVES
Then take:
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Any Applications
Product Course (ILT)
2-5 days
PATH OBJECTIVES
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Introduction
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Introduction
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I-2
Defining Flexfields
Objectives
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Objectives
Course Objectives
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Defining Flexfields
I-3
Introduction
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Overview
Defining Flexfields
Overview
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I-4
Defining Flexfields
1
.................................
Overview of Flexfields
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Objectives
Objectives
After completing this lesson, you should be able to
do the followng:
Lesson Topics
This lesson describes how to use modifiable fields called flexfields to tailor Oracle
Applications to reflect your business needs and practices.
You can use flexfields to define the structure of certain data identifiers required by
Oracle Applications. You can also gather, store and process additional data that may be
required by your business.
After completing this lesson, you should be able to:
Explain flexfields and how they are used by Oracle Applications
Distinguish between key and descriptive flexfields
Identify key and descriptive flexfields used by Oracle Applications.
List the benefits provided by flexfields
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1-2
Defining Flexfields
Lesson Overview
This lesson describes how Oracle Applications uses customizable fields called
flexfields to modify and expand processing. Specifically it covers
How flexfields operate
The two types of flexfields
Flexfield terminology
Flexfield benefits
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Defining Flexfields
1-3
Oracle Assets
Application
windows
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1-4
Defining Flexfields
Segments:
(Category,
Item,
Color)
COM
876
Monitor
Color
LTN
Light tan
Computer
Structure:
( Category Segment + Item Segment + Color Segment)
Flexfield Components
A flexfield is composed of segments. The segments of a flexfield contain the flexfield
values. Flexfield segments are combined in a grouping called a structure. The
segments that make up a particular structure are logically or functionally related. A
single flexfield can have more than one structure.
When you implement a flexfield, you decide how many segments you need for a
particular structure and whether you need multiple structures. Being able to define
different structures for the same flexfield allows you to tailor the same flexfield to the
needs of different end users.
The example on the slide shows three segments:
Category
Item
Color
These three segments together form a structure.
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Defining Flexfields
1-5
COM
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Monitor
Color
LTN
Light tan
Computer
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1-6
Defining Flexfields
Validating Input
.....................................................................................................................................................
Validating Input
Validating Input
Using Value Sets
MACH
FURN
COM
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Monitor
Color
LTN
Light tan
755
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Computer
933
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Defining Flexfields
1-7
Practice 1-1
Practice Overview
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1-8
Defining Flexfields
Category
Item
Color
Computer
876
Monitor
LTN
Light tan
Payment Type CC
Store 54321
Descriptive
Flexfields gather
additional
information
Dept 987
Number 4958-2938-4747
Exp. Dt 12 - 99
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Defining Flexfields
1-9
Key Flexfields
Key Flexfields
Standard
window
Payment Type
[]
Key
flexfield
window
Computer
Item
876
Monitor
Color
LTN
Light tan
Key Flexfields
In Oracle Applications you use key flexfields as identifiers for entities. Generally, the
identifier you create using a key flexfield is required by the application (for example,
the Accounting Flexfield builds the account number used by Oracle General Ledger).
A key flexfield appears as a normal field on a form. Any existing value for the key
appears in the field as a concatenated value having segment separators. When the
cursor moves into the flexfield, the entire window opens allowing entry of new data or
fully displaying the existing data.
A key flexfield structure usually consists of multiple segments, each of which contains
meaningful information. The resulting combinations of values from these segments
therefore function as intelligent keys.
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1-10
Defining Flexfields
Intelligent Keys
.....................................................................................................................................................
Intelligent Keys
Creating Intelligent Keys Using Key
Flexfields
Business A
Business B
_____Account Entry __
_____Account Entry __
10
Corporation
Subsidiary
Division
203
3003
Department
025
Account
203
Company
21
Divsion
42
Department
502
Account
015
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Defining Flexfields
1-11
Account number
Asset number
Job grade
Serial number
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1-12
Defining Flexfields
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Defining Flexfields
1-13
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1-14
Defining Flexfields
Oracle
Assets
Oracle
General
Ledger
Oracle
Payroll
Accounting
Oracle
Inventory
Bank Details
Cost Allocation
People Group
Account Aliases
Item Catalogs
Item Categories
Sales Orders
Stock Locators
System Items
Grade
Oracle
Job
Human
Personal Analysis
Resources
Position
Soft Coded
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Defining Flexfields
1-15
Descriptive Flexfields
Descriptive Flexfields
__ Sale Information ________________________
Transaction 3987
CC
Payment Type
Payment Type CK
Store 54321
Dept 987
Number 1028
Second ID MC 4565-3939
[]
Payment Type CC
Store 54321
Dept 987
Number 4958-2938-4747
Exp. Dt 12 - 99
Descriptive Flexfields
You use descriptive flexfields to collect information beyond that collected by Oracle
Applications. Using descriptive flexfields allows you to gather additional specialized
information required by your business. The use of descriptive flexfields is optional.
A descriptive flexfield appears on a form as a single-space field enclosed by brackets.
If the flexfield is enabled, it opens when you double-click in the bracketed field.
A descriptive flexfield typically uses multiple structures. It therefore offers you several
options for customization:
You can define a basic structure that gathers additional information for all entities.
You can define several different structures that gather specialized information for
different types of the same general entity.
You can define a combination of the preceeding two. This structure can gather
general information about all entities and then optionally gather certain
information about certain types of entities.
The example shows a descriptive flexfield that gathers different payment information
based on the type of payment: check (CK) or credit card (CC).
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1-16
Defining Flexfields
Payment Type
Reference
CC
field
Payment Type CK
Store 54321
Dept 987
Number 1028
Second ID MC 4565-3939
[]
Payment Type CC
Store 54321
Dept 987
Number 4958-2938-4747
Exp. Dt 12 - 99
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Defining Flexfields
1-17
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1-18
Defining Flexfields
Bonus Rates
Calendar Types
Price Indexes
Oracle
Assets
Oracle
General
Ledger
Site Address
Credit History
Oracle
Receivables Information
Daily Rates
Oracle
Bills of
Material
Activity
Information
Item Cost
Information
Shift Time
Information
Oracle
Work in
Progress
Employee Labor
Rate
Shop Floor
Status
WIP Parameters
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Defining Flexfields
1-19
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1-20
Defining Flexfields
Flexfield Benefits
.....................................................................................................................................................
Flexfield Benefits
Benefits of Flexfields
Benefits of Flexfields
You now have a basic understanding of how flexfields are used by Oracle
Applications. Flexfields ease of customization provide many benefits to users. The
main benefits are listed on the visual.
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Defining Flexfields
1-21
Descriptive flexfield
Key flexfield
... Segment1
Segment2
...
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1-22
Defining Flexfields
Practice 1-2
.....................................................................................................................................................
Practice 1-2
Practice Overview
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Defining Flexfields
1-23
Developing a Flexfield
Developing a Flexfield
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1-24
Defining Flexfields
Attribute1 Attribute2
Attribute3 ...
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Defining Flexfields
1-25
New segment
fields
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1-26
Defining Flexfields
New flexfield
window
Copyright Oracle Corporation, 1998. All rights reserved.
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Defining Flexfields
1-27
Application
Object Library
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1-28
Defining Flexfields
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Defining Flexfields
1-29
Summary
Flexfields are fields used within Oracle Applications that are customizable by the user.
You can define the content and layout of the flexfield to reflect the your own business
needs.
There are two types of flexfields:
Key flexfields are used to create entity identifiers required by Oracle Applications.
You can use key flexfields to structure these identifiers according to your business
environment. The definition of many key flexfields is required by the application.
You use descriptive flexfields to gather additional information for storage or
processing. You can define descriptive flexfields in multiple ways to accommodate
the needs of many different groups of users. The use of descriptive flexfields is
optional.
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1-30
Defining Flexfields
2
.................................
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Topics
This lesson describes planning and using value sets to control input with flexfields.
At the end of this lesson, you should be able to:
List options for validating flexfield segment values and report parameters
Choose the appropriate validation option to use with a particular segment
Identify issues for consideration when planning a validation strategy
Define new value sets
Define allowable values for a value set
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2-2
Defining Flexfields
Lesson Overview
Value sets are definitions of allowable values for use with a flexfield segment. This
lesson covers the different types of value sets and how each is used. It also describes
how to plan the value set as well as the actual values for those value sets that require a
list of values. Finally, it covers the definition process itself.
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Defining Flexfields
2-3
APPL
FURN
755
COM
Computer
876
Monitor
933
876
Item value set
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2-4
Defining Flexfields
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Defining Flexfields
2-5
None
Validation is minimal.
Independent
Dependent
Table
Special
Pair
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None A value set of the type None has no list of approved values associated with it.
A None value set performs only minimal checking of, for example, data type and
length.
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Independent Independent type value sets perform basic checking but also check a
value entered against the list of approved values you define.
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Table Table value sets obtain their lists of approved values from existing application
tables. When defining your table value set, you specify an SQL query to retrieve all the
approved values from the table.
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2-6
Defining Flexfields
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Defining Flexfields
2-7
Category
value
set
COM
FURN
APPL
Category
Item
Computer
Monitor
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2-8
Defining Flexfields
COM
APPL
Computer
FURN
Applances
Furniture
755
Modem
876
Monitor
933
Printer
320
Microwave
560
Refrigerator
876
Washer
877
Desk
154
Table
677
Bunk Bed
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Defining Flexfields
2-9
San Jose
Western
Name
Customer
table
WHERE
REGION =
Western
Acme Computers
City
Acme Computers
North Bay Foods
Midwest Grain
Southern Milling
Rocky Mountain Mining
San Jose
Boston
Chicago
Charleston
Denver
Region
Western
Eastern
Eastern
Southern
Western
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2-10
Defining Flexfields
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Defining Flexfields
2-11
Type
N/A
Yes
Yes
Yes
N/A
None
Independent
Dependent
Table
Special/Pair
N/A
AOL* Table
AOL* Table
Application table
Application table
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2-12
Defining Flexfields
Practice 2-1
.....................................................................................................................................................
Practice 2-1
Practice Overview
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Defining Flexfields
2-13
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2-14
Defining Flexfields
Description
Security
LongList
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Value Set Name If an Oracle Applications predefined value set has the same name
as a user-defined value set within the same application, the user-defined value set is
overridden during an upgrade. Therefore, follow these naming guidelines
Do not use the patterns of either two or three characters followed immediately by a
hyphen or an underscore. These patterns are reserved by Oracle Applications.
Do not use spaces in your value set name.
Include a custom or site prefix in the value set name to make it unique.
Oracle always provides a list of reserved value set names before an upgrade. Be sure to
check this list against your existing value set.
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Description
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Security You can define security rules that further control the values available from
this value set.
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LongList Option You can allow the user to interrupt the display of a values for very
long lists of values.
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Defining Flexfields
2-15
Precision
Numbers Only
Uppercase Only
Right-Justify Zero-Fill
Max/Min Values
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Right-Justify and Zero-Fill Select these options to shift number to the right and
then pad from the left with zeros. This is an alternate format for alphanumeric
numbers.
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Maximum/Minimum Value To define a range of values for this value set, specify a
beginning value and an ending value.
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2-16
Defining Flexfields
Format Type
.....................................................................................................................................................
Format Type
Format Types and Options
Type
Option
Char
Numbers
Precision
Time
Standard Date
Standard Date Time
Copyright Oracle Corporation, 1998. All rights reserved.
Formatting Types
You can require one of several types of data formatting. When you declare a value set
a particular format type, all data entered in the segment that uses this value set must
match the requirements of the format.
For some format types, there are additional options.
The different format types and options are discussed on the following pages
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Defining Flexfields
2-17
Example
Input
Option
Character
Result
Abcd#78 Abcd#78
Number
Numbers Only
909B
909B
Uppercase Only
Bac
BAC
Right-Justify and
Zero-Fill Numbers
(Maximum Size = 4)
909
0909
12345
12345.000
Precision = 3
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Char Format
characters.
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You will receive an error message if you attempt to enter anything else.
Uppercase Only
uppercase.
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Right-Justify and Zero-Fill Numbers Alphanumeric data is ordinarily leftjustified. This option allows you to right-justify numeric values and pad with zeros.
Any number entered is converted to the full width of the field size.
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Precision For data, this numeric format type allows you to specify the number of
decimal positions available. If the data entered has more decimals than there are
precision positions, the data will be rounded.
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2-18
Defining Flexfields
Time
Standard
Date
Standard
DateTime
Max Size = 5
HH24:MI
Max Size = 8
HH24:MI:SS
Max Size = 9
DD-MON-YY
Max Size = 11
DD-MON-YYYY
Max Size = 15
DD-MON-YY HH24:MI
Max Size = 18
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Defining Flexfields
2-19
Formatting Interactions
Format Interaction
Maximum Size: 4
Character
Mach
190
Right-Justify and Zero-Fill
Uppercase Only
0190
MACH
Display Size: 2
01 90
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2-20
Defining Flexfields
Practice 2-2
.....................................................................................................................................................
Practice 2-2
Practice Overview
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Defining Flexfields
2-21
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None The formatting specifications for the None validation type discussed earlier in
the lesson.
Independent
values.
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For independent value sets, you also need to define the acceptable
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Dependent Value Sets For dependent value sets, you must define each subgroup of
acceptable values and associate it with its Independent value set value. You must also
define a default value for each subgroup of values.
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Table For a Table value set, you must identify the source table and the column from
which the values are to be retrieved. If necessary, you must specify an SQL WHERE
clause to restrict the values to the values allowable.
Special and Pair validation types are discussed later in the course.
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2-22
Defining Flexfields
Planning Values
.....................................................................................................................................................
Planning Values
Planning Value Sets and Their Values
Category
value set
Category
values
Item
Item
values
value set
COM
APPL
FURN
755
Modem
876
Monitor
933
Printer
320
Microwave
560
Refrigerator
876
Washer
877
Desk
154
Table
677
Bunk Bed
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Defining Flexfields
2-23
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2-24
Defining Flexfields
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Defining Flexfields
2-25
Value Sets
(N)>Application>Validation>Set
Choose a previously defined value set to validate segments from key and descriptive
flexfields or report parameters. This limits the necessary maintenance of values.
Changing a value sets values affects all the segments and parameters that use that
value set. Use the navigation path above to display a list of existing value sets.
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2-26
Defining Flexfields
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Defining Flexfields
2-27
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2-28
Defining Flexfields
Segment Values
(N)>Application>Validation>Values>Find Value Set>Find (B)
Once you have created your value set, you need to define the allowable values if the
validation type requires a list of values. Use the navigation path shown to display a list
of value sets for values definition.
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Defining Flexfields
2-29
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Defining Values Click in the Value column and select Query>Run to display any
existing values. Values can never change, but the description can. So for example,
while a departmental code of 340, once defined, cannot be changed or deleted, you can
reuse it if you change the description for that particular value.
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Using Alternative Regions Use the Effective alternative region to specify the dates
during which a value is active.
The Oracle General Ledger applications use the Parent, Rollup Group, and Level fields
when defining value hierarchies. These fields appear in the Hierarchy, Qualifiers
alternative region. When defining values within these regions, the Hierarchies and
Child Range buttons are also active.
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2-30
Defining Flexfields
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Defining Flexfields
2-31
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Value Hierarchies
between values.
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2-32
Defining Flexfields
Practice 2-3
.....................................................................................................................................................
Practice 2-3
Practice Overview
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Defining Flexfields
2-33
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2-34
Defining Flexfields
3
.................................
Planning Descriptive
Flexfields
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Topics
This lesson describes the process required to plan a descriptive flexfield.
At the end of this lesson, you should be able to:
Identify the descriptive flexfield to be used and the information to be gathered
Organize the information according to usage
Plan the layout of the descriptive flexfield
Plan the behavior of the descriptive flexfield
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3-2
Defining Flexfields
Lesson Overview
Descriptive flexfields allow the user to gather additional information beyond that
gathered by Oracle Applications. The information gathered by a descriptive flexfield
and the structure of that information can vary between different users. This lesson
covers analyzing and organizing the additional data, designing the different flexfields
layouts, and specifying how the descriptive flexfield will behave.
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Defining Flexfields
3-3
Planning Procedure
Planning a Descriptive Flexfield
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3-4
Defining Flexfields
Planning Procedure
.....................................................................................................................................................
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Defining Flexfields
3-5
3987
CC
Payment Type
Descriptive
Flexfield
Window:
Customer
Specific
Information
Application
Window:
Application
Specific
Information
[]
Payment Type
CC
Store
Dept
Number
Exp. Dt
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3-6
Defining Flexfields
Benefits information
Calendar information
Labor cost information
Lease information
Credit information
Payment information
Budget information
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Defining Flexfields
3-7
Oracle
Assets
Oracle
General
Ledger
Site Address
Credit History
Oracle
Receivables Information
Daily Rates
Activity
Information
Item Cost
Information
Oracle
Bills of
Material
Bank Branch
Oracle
Payment Terms
Payables
Shift Time
Information
Oracle
Work in
Progress
Employee Labor
Rate
Shop Floor
Status
WIP Parameters
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3-8
Defining Flexfields
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Defining Flexfields
3-9
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3-10
Defining Flexfields
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Defining Flexfields
3-11
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3-12
Defining Flexfields
Practice 3-1
.....................................................................................................................................................
Practice 3-1
Practice Overview
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Defining Flexfields
3-13
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3-14
Defining Flexfields
Store number
Check number
Expiration date
Down payment
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Defining Flexfields
3-15
Situation 1:
(finance)
Store number
Down payment
Situation 2:
(check)
Store number
Check number
Situation 3:
(credit card)
Store number
Expiration
Date
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3-16
Defining Flexfields
Store number
Down payment
Situation 2:
(check)
Store number
Check number
Situation 3:
(credit card)
Store number
Used by
Varies by
all tasks
task
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Defining Flexfields
3-17
Store number
Down payment
Check context
Situation 2:
(check)
Store number
Check number
Store number
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3-18
Defining Flexfields
Practice 3-2
.....................................................................................................................................................
Practice 3-2
Practice Overview
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Defining Flexfields
3-19
Global segment
Context-sensitive
segment
Reference field
Context field
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3-20
Defining Flexfields
Global
Segments
(Common)
Store number
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Defining Flexfields
3-21
ContextSensitive
Segments
(Vary by context)
Account
Finance terms
Down payment
Check context
Card number
Expiration date
Second ID
Context-Sensitive Segments
Context sensitive segments occur depending on the context.
The slide shows sample contexts and the segments that are unique to each of them.
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3-22
Defining Flexfields
context
Credit card
contex
Context
Check context
field
Store number
Second ID
Store number
Card number
Expiration date
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Defining Flexfields
3-23
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3-24
Defining Flexfields
Reference field
Context 1
Context 2
Global
Data
Global
Data
Elements
Proposed
flexfield
designs
Context
Elements
Context
Sensitive
Sensitive
Fields
Fields
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Defining Flexfields
3-25
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3-26
Defining Flexfields
Context 1
Global
Data
Global
Data
Elements
Elements
(Context)
(Context)
(Context
fields)
Context
Sensitive
Fields
Context
Sensitive
Fields
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Defining Flexfields
3-27
Global
Segments
Proposed
flexfield
design
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3-28
Defining Flexfields
Proposed
flexfield
structures
Context Prompt
Context 1
Context 2
Context
Context
Sensitive
Sensitive
Fields
Fields
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Defining Flexfields
3-29
Global
Structure 1
Segments
Structure 2
Global
Segments
Context
Context
Sensitive
Sensitive
Fields
Fields
Copyright Oracle Corporation, 1998. All rights reserved.
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3-30
Defining Flexfields
Practice 3-3
.....................................................................................................................................................
Practice 3-3
Practice Overview
Practice 3-3
See Appendix A for instructions and solutions for this practice.
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Defining Flexfields
3-31
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3-32
Defining Flexfields
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Override Allowed (Display Context) Clear this check box if you want to restrict
the user from choosing different contexts. If you use a reference field, you do not have
to display the context field unless you want to allow the user to select a context
different from the reference field value. If you do not display the context field and are
not using a reference field, you should define a default context value as discussed
below.
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Prompt This is the prompt context displayed on the flexfield. If you choose to
display the context field, you must supply a value for this field.
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Default Value Specify a default context structure to use. Always define a value here
if you are not using a reference field and not displaying the context field.
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Reference Field If your use a reference field, enter the name here in the format
Block.field. Use a pop-up list on this field to display a list of the referenceable fields on
the base window.
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Defining Flexfields
3-33
Window Prompt
flexfield.
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Column The ATTRIBUTE column stores the data from this segment. Available
columns are selectable from a pop-up list for this field. See the following page for an
explanation of how ATTRIBUTE columns store descriptive flexfield data.
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Value Set If you wish the validate the data entered through this segment, specify a
value set to perform validation checking.
Displayed
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Enabled Select this check box to mark this segment ready for processing.
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3-34
Defining Flexfields
Structure B
Global AAA
Global AAA
Context BBB
Context DDD
Context CCC
CONTEXT
ATTRIBUTE1
ATTRIBUTE2
ATTRIBUTE3
Structure A
Global AAA
Context BBB
Context CCC
Structure B
Global AAA
Context DDD
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Defining Flexfields
3-35
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Value Set The name of the value set used to validate data entered through this
segment.
Description
Default Type
type here.
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If you wish to define a default value for this segment, select the data
Default Value
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Security Enabled Select this checkbox to turn on any security rules for this value
set.
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3-36
Defining Flexfields
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Prompts
Window
O
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Specify the label that will appear to the left of this segment on the flexfield.
s
U
List of Values By default, this will be the same as the segment name. It should not
be larger than the Display Size.
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Defining Flexfields
3-37
Default Type
Default Value
Constant
Current Date
Current time
Current time
Field
Profile
Segment
SQL Statement
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Default
Type
Constant
Current Date
Current Time
Default Value
Example
Result
USA
Field
ORDER:LINE
USA
MAY 01, 1998
14:30:00
MAY 01, 1998
3
Profile
SQL
Statement
Segment
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GL_SET_OF_
BOOKS_ID
101
SELECT
NAME FROM
EMP WHERE
JOB=CEO
Jones
Company
01
.....................................................................................................................................................
3-38
Defining Flexfields
Lesson Summary
This lesson discussed how to plan a descriptive flexfield. Descriptive flexfields gather
additional information beyond that gathered by Oracle Applications. Not all users of
the same descriptive flexfield need the same information. Descriptive flexfields can be
customized so that each user sees only the information needed.
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Defining Flexfields
3-39
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3-40
Defining Flexfields
4
.................................
Defining Descriptive
Flexfields
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Define a descriptive flexfield structure
Define global segments
Define context-sensitive segments as appropriate
Lesson Topics
At the end of this lesson, you should be able to:
Define a descriptive flexfield structure
Define global segments
Define context-sensitive segments as appropriate
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4-2
Defining Flexfields
Lesson Overview
In the previous lesson, you learned how to plan a descriptive flexfield. This planning
process included organizing the information to be gathered and designing multiple
structures if necessary.
This lesson covers the mechanics of defining a descriptive flexfield. Flexfields
consisting of only global segments as well as both global and context-sensitive
segments are covered. There are several practices in which you will be assigned an
actual descriptive flexfield and be asked to define multiple structures.
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Defining Flexfields
4-3
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4-4
Defining Flexfields
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Defining Flexfields
4-5
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4-6
Defining Flexfields
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Freeze Flexfield Definition Select this box when you have finished defining your
flexfield. Freezing the definition enables the Compile button so you can compile your
definition.
Segment Separator
segment values.
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Defining Flexfields
4-7
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Name
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Window Prompt
to use the Name.
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Column Select the ATTRIBUTE column in the base table to hold this segments
data. A pop-up list for this field displays the columns available to you for definition.
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Value Set Specify an existing value set to validate the data for this segment.
Click the Open button to define additional attributes for your segment.
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4-8
Defining Flexfields
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Defining Flexfields
4-9
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4-10
Defining Flexfields
Practice 4-1
.....................................................................................................................................................
Practice 4-1
Practice Overview
Defining a descriptive flexfield having global
segments
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Defining Flexfields
4-11
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4-12
Defining Flexfields
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Defining Flexfields
4-13
Practice 4-2
Practice Overview
Defining a descriptive flexfield having different
contexts
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4-14
Defining Flexfields
Defining Values
(N)>Application>Validation>Values>(T) List of Values>Select value set
Define values for any independent or dependent value sets assigned to any segments of
the descriptive flexfield.
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Defining Flexfields
4-15
Summary
Once you have planned the structure of your descriptive flexfield, the actual definition
process is straightforward. If this flexfield uses any new value sets, plan those first.
Define the flexfield header attributes. Define all global segments for the Global Data
Elements structure.
If you are using multiple contexts, define either a reference field on the base window,
or a context field on the flexfield itself to control which context structure appears. For
each context, define a structure containing the segments appropriate for that context.
When you have finished defining all your structures and segments, freeze your
definition and compile the flexfield. This makes the flexfield available for others to
use.
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4-16
Defining Flexfields
5
.................................
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Topics
At the end of this lesson, you should be able to:
Explain intelligent keys and provide examples
Identify key flexfields that are required by Oracle Applications
Explain the purpose of flexfield qualifiers
Use optional key flexfield features where appropriate
Design a key flexfield structure
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5-2
Defining Flexfields
Lesson Overview
Key flexfields create unique identifiers for use internally by Oracle Applications. The
combinations of values for the segments of a key flexfield identify entities. These code
combinations are used throughout Oracle Applications.
Depending on which key flexfield you are defining, you might need to also specify
flexfield qualifiers and segment qualifiers. These are discussed in the lesson.
Finally, there are several optional features of key flexfields you may wish to
implement.
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Defining Flexfields
5-3
Account number
Asset number
Job code
Serial number
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5-4
Defining Flexfields
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Defining Flexfields
5-5
Oracle
Assets
Oracle
General
Ledger
Oracle
Payroll
Accounting
Account Aliases
Item Catalogs
Item Categories
Sales Orders
Stock Locators
System Items
Oracle
Inventory
Bank Details
Cost Allocation
People Group
Grade
Oracle
Job
Human
Personal Analysis
Resources
Position
Soft Coded
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5-6
Defining Flexfields
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Defining Flexfields
5-7
Practice 5-1
Practice Overview
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5-8
Defining Flexfields
Business B
_____Account Entry __
_____Account Entry __
10
Corporation
Subsidiary
Division
Company
203
Division
3003
Department
025
Account
203
Department
Account
10
203
3003
025
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Defining Flexfields
5-9
Business B
_____Account Entry __
_____Account Entry __
10
Corporation
Subsidiary
Division
Company
203
Division
3003
Department
025
Account
203
Department
Account
10
203
3003
025
10-203-3003-025
10-203-3003-025-203
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5-10
Defining Flexfields
10
(Code combination)
203
3003
025
10
SEGMENT2
SEGMENT3
SEGMENT4
203
3003
025
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Defining Flexfields
5-11
Business Y
Corp
Business Z
10
Corp
10
Balancing
Sub
203
Div
3003
Dept
3003
Dept
025
Acct
025
Acct
203
Div
segment
203
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5-12
Defining Flexfields
(Balancing
10
203
segment)
025
3003
Segment qualifiers:
(Allow
posting)
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Defining Flexfields
5-13
Flexfield Qualifiers
Flexfield Qualifiers
Business Y
Cost Center
Corp: 10
segment
Sub
203
Div
3003
Dept
025
Balancing
Acct
300
segment
Account
segment
Copyright Oracle Corporation, 1998. All rights reserved.
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5-14
Defining Flexfields
Accounting flexfield
Oracle Assets
Location flexfield
Asset Category flexfield
Oracle Human
Resources
Oracle Payroll
Oracle Accounts
Receivable
Copyright Oracle Corporation, 1998. All rights reserved.
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Defining Flexfields
5-15
Segment Qualifiers
Segment Qualifiers
Business Y
Corp
10
Sub
203
Account
Div
3003
list
Dept
025
200 - Cash
Acct
300
300 - Revenue
Budgeting allowed:Y
Posting allowed:Y
Account type: Asset
400 - Payroll
Budgeting allowed:N
Posting allowed:N
Account type: Liability
Budgeting allowed:N
Posting allowed:N
Account type: Revenue
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5-16
Defining Flexfields
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Defining Flexfields
5-17
3987
Description
CC
Jane Doe
Customer
Item
Payment Type:
COM-876-LTN
[]
(Foreign key)
Computer
COM
Item
876
Monitor
Color
LTN
Light tan
Code
Combinations
Table
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5-18
Defining Flexfields
Use Cross-Validation
.....................................................................................................................................................
Use Cross-Validation
Cross-Validating Values
Country Value Set
USA United Stated
UK United Kingdom
Asset
Location
Flexfield
CA California
NY New York
TX Texas
Los Angeles
London
New York
Houston
UK
United Kingdom
CA
California
HOUSTAN
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Defining Flexfields
5-19
COM
FURN
APPL
Description:
Description:
Item Number
Category
Item
Color
COM
COM
FURN
APPL
Weight
(EXCLUDE COM)
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5-20
Defining Flexfields
Transaction
Big Manufacturing
Custpmer
1211 State
Address
City
Dallas
State TX
Zip
75219
Country USA
COM-876-LTN
Item
Item Alias
Description:
Tan Monitor COM-876-LTN
Hard Drive COM-535-15G
Laser Printer COM-788-630
needs work
List
of
Aliases
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Defining Flexfields
5-21
Planning Decisions
Planning Decisions
Multiple structures?
Resources available?
Qualifiers required?
Dynamic inserts?
Cross validation?
Shorthand aliases?
Value checking?
Value security?
Planning Decisions
Application Question
Does the application support different
segment structures?
How many segment columns are
available?
What flexfield qualifiers does this
flexfield use or need?
Are dynamic inserts feasible?
Should cross-validation be enabled?
Should shorthand flexfield entry be
enabled?
Which value sets are available?
Which segments should use flexfield
value security?
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How many structures are needed?
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5-22
Defining Flexfields
Title
SalesDescription:
Information
Description:
Order
Category COM
Structure
Item
876
Color
LTN
of
segments
Segment separator
Prompts
Value sets
COM
Values
FURN
APPL
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Defining Flexfields
5-23
Enabled or Displayed
Required
Validated
Secured
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Enabled or Displayed Can users see this segment? Disabled segments are not
displayed. If the segment does not display, use a default value to populate it.
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Required Can users leave the segment without entering a value? Most key flexfield
segments require a value.
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Validation Most key flexfield segments provide a list of values. Use a predefined
value set, or design a new one for this segment. Not using a value set is equivalent to
using a validation type of None, character format, width same as underlying segment
column, uppercase allowed, and no right justification or zero fill.
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Value Security
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Should security rules for the value set apply to this segment?
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Related Segments Link segments with ranges of Low and High to enforce a
relationship between them.
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5-24
Defining Flexfields
Default Type
Default Value
Constant
Current Date
Current time
Current time
Field
Profile
Segment
SQL Statement
Default Value
Example
USA
Field
Profile
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Statement
Segment
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Result
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ORDER:LINE
USA
MAY 01, 1998
14:30:00
MAY 01, 1998
3
GL_SET_OF_
BOOKS_ID
101
SELECT
NAME FROM
EMP WHERE
JOB=CEO
Jones
Company
01
.....................................................................................................................................................
Defining Flexfields
5-25
Planning Values
Planning Key Flexfield Values
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5-26
Defining Flexfields
Practice 5-2
.....................................................................................................................................................
Practice 5-2
Practice Overview
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Defining Flexfields
5-27
Summary
Key flexfields are used to build identifiers required by Oracle Applications. Key
flexfields allow the user to provide information needed by Oracle Applications while
still structuring that information to reflect a particular business environment.
Key flexfields have additional requirements and options that descriptive flexfields do
not have:
By using qualifiers in key flexfields you can require that certain segments and
certain values be identified for processing.
You can allow security checking and integrity checking.
You can define aliases to speed data entry.
You can enter key flexfield value combinations from different windows, if allowed.
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5-28
Defining Flexfields
6
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Select the appropriate key flexfield to define
Define structure information for the key flexfield
Define segment attributes as planned
Define flexfield qualifiers
Define segment qualifiers
Implement optional features as needed
Lesson Topics
At the end of this lesson, you should be able to:
Select the appropriate key flexfield to define
Define structure information for the key flexfield
Define segments attributes as planned
Define flexfield qualifiers
Define segment qualifiers
Implement optional features as needed
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6-2
Defining Flexfields
Lesson Overview
The previous lesson discussed the procedure for planning a key flexfield. This covers
the mechanics of the definition process.
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Defining Flexfields
6-3
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6-4
Defining Flexfields
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Defining Flexfields
6-5
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6-6
Defining Flexfields
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Allow Dynamic Inserts This allows new key value combinations to be dynamically
created and inserted into the table.
Cross-Validate Segments
combinations.
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Defining Flexfields
6-7
This specifies the sequence in which the fields will appear on the window.
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Name The name by which this segment is know within Oracle Applications. Name
the segment intuitively. Other segments may refer to this one for validation
information. Also, the view generated uses the segment names for its column names.
Window Prompt
the default.
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The prompt that will appear on the window. The segment name is
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Column Specify the SEGMENT column in the underlying base table that contains
this segments data. A pop-up list shows the SEGMENT columns that are still
available for use.
Displayed
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6-8
Defining Flexfields
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Size Specifications
Display Size determines the field size on the flexfield. Specify a display size the
same as the maximum segment size to avoid scrolling.
Keep prompts small for neater reports.
Click the Flexfield Qualifiers button to determine whether this flexfield has any
qualifiers to be assigned.
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Defining Flexfields
6-9
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6-10
Defining Flexfields
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Defining Flexfields
6-11
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6-12
Defining Flexfields
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Defining Flexfields
6-13
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6-14
Defining Flexfields
Practice 6-1
.....................................................................................................................................................
Practice 6-1
Practice Overview
Defining an accounting flexfield
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Defining Flexfields
6-15
Summary
The procedure for defining a key flexfield is similar to that for defining a descriptive
flexfield. However, there are additional attributes for key flexfields that may also need
to be defined. Additionally, key flexfields have several optional features that should be
implemented where appropriate.
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6-16
Defining Flexfields
7
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Objectives
At the end of this lesson, you should be able to:
Explain how flexfield security is accomplished
Identify which flexfields are candidates for security
Design a security plan
Control interactions between security rules
Define security rules
Assign security rules.
Enable security
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7-2
Defining Flexfields
Lesson Aim
This lesson covers the use of user-defined security rules to control flexfield access to
data.
You create and tie security rules to a value set to specify which entries in a list of
values are available to a user of a specific responsibility. This allows you to control
that users access to data.
You create security rules by defining inclusion or exclusion statements. You combine
these statements to create a security rule. You must carefully consider the interaction
of multiple rules when planning your security.
The actual implementation of security rules is very straightforward.
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Defining Flexfields
7-3
Value
Sets
COM
ELEC
Forms
Responsibilities
Users
Electronics Sales
Warranty
Terms
JDoe
Electronics_Only
security rule
RGarza
VEHC
FURN
APPL
Delivery
Terms
Hshld_Goods_Only
security rule
TNozaki
CChang
Household Sales
Item Type
Value Set
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Security Rules You can define security rules to restrict users from using flexfields to
enter or display certain data. Once you associate these rules with the appropriate
responsibility, all users of that responsibility are restricted to the values allowed by
that responsibilitys security rule.
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Example In the example on the slide, a company has assigned its sales force to
different responsibilities according to the type of items they sell. Two of these
responsibilities are Electronic Sales and Household Sales. A value set called Item
Type lists all the types of items the company sells. In this case, you can easily define a
security rule to restrict the users of a particular responsibility from accessing item
types not appropriate for their responsibility. For example the Hshld_Goods_Only
security rule allows access only to the FURN and APPL item types.
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7-4
Defining Flexfields
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Defining Flexfields
7-5
Element
From:
To:
INCLUDE
beginning
segment value
ending
segment value
EXCLUDE
beginning
segment value
ending
segment value
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7-6
Defining Flexfields
Description
1000
1110
1120
1200
1220
1310
Total Assets
Cash
International Cash
Accounts Receivable
Other Receivables
Interest Receivable
1101 to 1199
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Example Assume you have a value set ACCOUNT TYPE. Since the accounts are
distinguished by the account type number, you can define a rule including all account
types in the 1100 account type number series. This rule can later be assigned to an
appropriate responsibility to restrict users from accessing anything but cash account
types.
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Defining Flexfields
7-7
CA
OR
WA
CA
OR
WA
000.00.200.00
000.00.299.00
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Example The examples on the slide show two rules: one containing multiple clauses
and one consisting of only one clause.
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7-8
Defining Flexfields
(Union)
84201
84312
84423
84534
84678
84789
Three Rules
84201
84312
(Intersection) 84423
84534
84678
84789
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Example The slide shows two examples of security rules operating on a value set
consisting of zip code values. The values approved by the different rules are shown in
italics.
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Defining Flexfields
7-9
84201
84312
(Union)
84423
84534
84678
84789
Three Rules
84201
84312
(Intersection) 84423
84534
84678
84789
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7-10
Defining Flexfields
Practice 7-1
.....................................................................................................................................................
Practice 7-1
Practice Overview
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Defining Flexfields
7-11
2.
3.
4.
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7-12
Defining Flexfields
Value Sets
(N)>Application>Validation>Set>(M)Query>Find
To enable security on a value set select the Security Available checkbox. You must
enable security on the value set before you attempt to define security rules for that
value set.
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Defining Flexfields
7-13
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7-14
Defining Flexfields
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Defining Flexfields
7-15
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7-16
Defining Flexfields
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Defining Flexfields
7-17
Practice 7-2
Practice Overview
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7-18
Defining Flexfields
Summary
You can control the access to data by defining value security rules. These rules list the
allowable values for display or selection through a flexfield segment. The rules are
applied to the value set defined for that flexfield segment. Once you have defined the
rules, you assign them to a responsibility. All users of that responsibility are then
restricted to the approved values when using the flexfields segment.
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Defining Flexfields
7-19
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7-20
Defining Flexfields
8
.................................
Using Cross-Validation
Rules
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Objectives
At the end of this lesson, you should be able to:
Explain the use of cross-validation to ensure data coherence
Plan cross-validation rules for a key flexfield
Implement cross-validation rules
Review and control the interaction of cross-validation rules
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8-2
Defining Flexfields
Overview
Cross-validation rules allow you to control the combination of values entered for a key
flexfield. This lesson describes how cross-validation works, and how it is implemented
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Defining Flexfields
8-3
Using Cross-Validation
Cross-Validating Values
Country Value Set
USA United Stated
UK United Kingdom
Asset
Location
Flexfield
CA California
NY New York
TX Texas
Los Angeles
London
New York
Houston
UK
United Kingdom
CA
California
HOUSTAN
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8-4
Defining Flexfields
Type
From:
To:
INCLUDE
value1.value2.value3
value4.value5.value6
EXCLUDE
value1.value2.value3
value4.value5.value6
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Defining Flexfields
8-5
Branch
Account
Cost Center
TO ZZ.ZZZ.ZZZZ.ZZZZ
TO ZZ.ZZZ.2999.ZZZZ
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8-6
Defining Flexfields
Practice 8-1
.....................................................................................................................................................
Practice 8-1
Practice Overview
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Defining Flexfields
8-7
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8-8
Defining Flexfields
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Define an Error Message and an Error Segment Enter a rule name and
description for each cross-validation rule. Specify the error message to display and the
segment where the cursor should move when a user enters an invalid combination. Use
the segment where the error probably occurred. Enter optional start and end dates for
your rule. You can also use these fields to disable a rule.
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Change the Flexfield Definition You must exit and sign on again or change
responsibilities to see any changes.
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Defining Flexfields
8-9
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8-10
Defining Flexfields
Value Security
Cross-Validation
Applies to all users.
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Defining Flexfields
8-11
Practice 8-2
Practice Overview
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8-12
Defining Flexfields
Summary
Cross-validation rules are used to restrict invalid combinations of segment values.
Rules are defined by specifying the value combinations that are either allowed
(included) or disallowed (excluded). Cross-validation rules are not tied to a
responsibility like security rules.
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Defining Flexfields
8-13
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8-14
Defining Flexfields
9
.................................
Creating Shorthand
Aliases
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Objectives
At the end of this lesson, you should be able to:
Identify candidates for shorthand entry
Plan useful aliases
Enable shorthand entry
Define a shorthand alias
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9-2
Defining Flexfields
Shorthand Aliases
.....................................................................................................................................................
Shorthand Aliases
Overview
Overview
Shorthand aliases allow you to label certain groupings of values for a multisegment
flexfield. Whenever you need one of these groupings of values, you can use the alias
for that grouping to enter the entire group.
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Defining Flexfields
9-3
Employee Name
Employee Number
5.
USA-NY-New York
1.
Alias Window
Alias Table
New York
4.
2.
3.
USA
NY
New York
USA
CA
San Francisco
USA
IL
Chicago
UK
London
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9-4
Defining Flexfields
Full
aliases
(value for
every
segment)
Flexfield definition
Partial
aliases
(some
segments
empty)
Country
State
City
Address
USA
NY
New York
USA
CA
San Francisco
USA
NY
New York
USA
CA
San Francisco
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Defining Flexfields
9-5
Oracle Payroll
Cost Allocation
Accounting
Oracle Assets
Oracle Receivables
Asset Category
Sales Tax Location
Asset Location
Oracle Inventory
System Items
Item Categories
Copyright Oracle Corporation, 1998. All rights reserved.
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9-6
Defining Flexfields
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Defining Flexfields
9-7
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9-8
Defining Flexfields
Query
Not Enabled
X
_
All Entries
Always
Add
Update
X
X
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Defining Flexfields
9-9
No
Yes
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9-10
Defining Flexfields
Modifying Aliases
.....................................................................................................................................................
Modifying Aliases
Modifying Existing Alias Definitions
You may need to modify existing alias definitions
after:
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Defining Flexfields
9-11
Practice 9-1
Practice Overview
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9-12
Defining Flexfields
Summary
Short aliases provide a way to speed entry of frequently used value combinations. Any
key flexfield is a candidate for shorthand alias entry. This lesson covered the use of
shorthand aliases in Oracle Applications.
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Defining Flexfields
9-13
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9-14
Defining Flexfields
10
.................................
Using Advanced
Validation Capabilities
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Lesson Topics
A previous lesson discussed creating and using value sets to check user input. In that
lesson, you performed a practice in which you defined value sets of the validation
types None, Independent, and Dependent.
In this lesson, you will learn how to use values stored in applications tables for
validation. You will also learn how to restrict the set of values that is returned from the
table.
At the end of this lesson, you should be able to:
Use values retrieved from application tables for validating input
Reference profile option values when validating input
Use a value from another field on the same form for validation
Use the value from a previously used value set for validation
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10-2
Defining Flexfields
Overview
There are several advanced techniques you can use when defining value sets for
validating input. These techniques use values obtained from a location other than a list
specifically defined for the value set. These locations include
Values retrieved from an application table
The current value for a particular profile option
A value used earlier in a field on the form
A value used earlier in another value set
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Defining Flexfields
10-3
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10-4
Defining Flexfields
WHERE
REGION =
Western
Acme Computers
Region
San Jose
Western
Name
City
Acme Computers
Customer North Bay Foods
Midwest Grain
Table
Southern Milling
Rocky Mountain Mining
Region
San Jose
Boston
Chicago
Charleston
Denver
Western
Eastern
Eastern
Southern
Western
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Defining Flexfields
10-5
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Value Column Specify the name, type, and size of the column containing the values
to be used for validating. The list of values limits itself to columns matching the
format choices made in the Value Sets window.
Meaning Column
column.
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This column contains the descriptions for the values in the Value
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Additional Columns Any additional columns to display. You can use a column alias
to provide a title for the column. Include a width indicator for the column. For
example: user_formname Form Title(30), application_name Application
Name(35)
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10-6
Defining Flexfields
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Limitations
Do not use WHERE clauses with the Accounting flexfield.
Do not use HAVING or GROUP BY clauses.
Do not use UNION, INTERSECT, MINUS, PLUS, or other set operators except in
a subquery.
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Defining Flexfields
10-7
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10-8
Defining Flexfields
Practice 10-1
.....................................................................................................................................................
Practice 10-1
Practice Overview
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Defining Flexfields
10-9
:Block.field
$FLEX$
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Using $PROFILES$ You can reference the current value of a profile option in a
WHERE clause by prefixing the name of the profile option with $PROFILES$, e.g.,
:$PROFILES$.profile_option_name
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Using :Block.field You can test against the value of a prior field on the same form in
a WHERE clause by referring to the field using the format Block_name.field_name. To
find out the block and field names, click in the field and then select
Help>Tool>Examine from the menu bar. This displays the block name and the
field name for the selected field.
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Using $FLEX$ You can refer to the current value of a previously used value set on
the same form by using $FLEX$.value_set_name.
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10-10
Defining Flexfields
Using $PROFILES$
.....................................................................................................................................................
Using $PROFILES$
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Defining Flexfields
10-11
Using :Block.field
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10-12
Defining Flexfields
Using $FLEX$
.....................................................................................................................................................
Using $FLEX$
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Defining Flexfields
10-13
MODEL_VALUES
MODEL_TABLE
MODEL_NAME
WHERE MAKER_NAME =
$FLEX$.MAKER_VALUES
COLOR_VALUES
COLOR_TABLE
COLOR_NAME
WHERE MAKER_NAME =
$FLEX$.MAKER_VALUES
AND
MODEL_NAME =
$FLEX$.MODEL_VALUES
Copyright Oracle Corporation, 1998. All rights reserved.
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10-14
Defining Flexfields
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Defining Flexfields
10-15
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10-16
Defining Flexfields
Summary
Some value sets (for example, Independent and Dependent) have lists of approved
values explicitly defined. Other types of value sets, however, can use values from other
locations for validation. Using values from an application table is one example of these
alternate locations. The current value of a profile option can also be used. The value
from a previously appearing field on a form can be referenced as well. Finally, the
value from a previously used value set can be used by all subsequent value sets.
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Defining Flexfields
10-17
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10-18
Defining Flexfields
11
.................................
Displaying Flexfield
Structure Data
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Generate descriptive and key flexfield views
Identify descriptive and key flexfield view columns
Use views to retrieve flexfield structure information
Lesson Objectives
At the end of this lesson, you should be able to:
Generate descriptive flexfield and key flexfield views
Identify descriptive flexfield and key flexfield view columns
Use views to retrieve structure information about flexfields
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11-2
Defining Flexfields
Overview
There are several views that are generated automatically when you compile a key or
flexfield. You can use these views to inspect the structure of your flexfields and any
data they contain.
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Defining Flexfields
11-3
Descriptive flexfields
Descriptive flexfield view
Key flexfields
Key flexfield concatenated segments view
Key flexfield structure view
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11-4
Defining Flexfields
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Defining Flexfields
11-5
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11-6
Defining Flexfields
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Defining Flexfields
11-7
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Structure Views
You can choose to define a view of a particular structure when defining a key
flexfield by specifying a name for the view. If you do not specify a view name,
Oracle Applications does not generate a view for that structure.
The structure view contains a column for each segment in the structure.
The view uses the structures segment names as the view column names.
You request the view by saving a frozen structure in the Key Flexfield Segments
window.
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11-8
Defining Flexfields
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Defining Flexfields
11-9
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11-10
Defining Flexfields
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Defining Flexfields
11-11
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11-12
Defining Flexfields
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Defining Flexfields
11-13
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Descriptive Flexfields
Avoid naming segments after context prompts because context prompts are used as
the view column name for the context columns.
Ensure that global names are unique.
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Key Flexfields
Since the key flexfield view includes nonflexfield columns, segment names should not
match any other nonflexfield columns in the code combination table.
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11-14
Defining Flexfields
Practice 11-1
.....................................................................................................................................................
Practice 11-1
Practice Overview
Explaining views available for inspecting flexfield
definitions
Using views to retrieve information about flexfields
and flexfield values
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Defining Flexfields
11-15
Summary
Various views are generated when you compile a flexfield. You can use these views to
display information about the structure of your flexfields.
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11-16
Defining Flexfields
A
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Practice 1-1
1. You can extend and customize the processing of Oracle Applications by using
customizable fields called ____________________________________________.
2. What are flexfields comprised of? ___________________________________.
3. The fields that appear on a flexfield are combined in a grouping called a
__________________________________________________________________.
4. List two ways flexfields allow you to customize the operation of Oracle
Applications.
____________________________________________________________________
____________________________________________________________________
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A-2
Defining Flexfields
Practice 1-1
.....................................................................................................................................................
5. Select the appropriate name from the list to label the numbered elements in the
diagram below.
________
Flexfield title
________
Value set
________
Descriptive flexfield indicator
________
Flexfield segments
________
Value set values
________
Flexfield window prompts
________
Value descriptions
Payment Type:
3987
Jane Doe
COM-876-LTN
3
____Item Details_________
____Item Information___
Computer
Category: COM
Item:
Type:
Monitor
876
COM
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Light tan
Color: LTN
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Computer
COM
APPL
FURN
Computer
Appliance
Furniture
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Defining Flexfields
A-3
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A-4
Defining Flexfields
5. Select the appropriate name from the list to label the numbered elements in the
diagram below.
___3_____
Flexfield title
___5_____
Value set
___1_____
Descriptive flexfield indicator
___2_____
Flexfield segments
___7_____
Value set values
___6_____
Flexfield window prompts
___4_____
Value descriptions
_____ Sales Information _______
Transaction:
Customer:
Item:
Payment Type:
3987
Jane Doe
COM-876-LTN
3
____Item Details_________
____Item Information___
Category: COM
Item:
876
Computer
Type:
Color: LTN
Monitor
COM
Computer
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COM
APPL
FURN
Computer
Appliance
Furniture
AI
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Defining Flexfields
A-5
Practice 1-2
1. List the two types of flexfields used by Oracle Applications.
_______________________________
_______________________________
2. List two key flexfields used by Oracle Applications.
________________________________
________________________________
3. List two descriptive flexfields used by Oracle Applications.
________________________________
________________________________
4.A phone number has multiple parts. Does that make it an intelligent key?
________________________________
5. Give an example of an identifier at your business for which you will define a key
flexfield.
________________________________
6. If possible, give an example of information you gather by using a descriptive
flexfield.
_________________________________________________________________
7.Which of the two types of flexfields is optional?
__________________________________________________________________
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A-6
Defining Flexfields
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4.A phone number has multiple parts. Does that make it an intelligent key?
___No, not all segments contain meaningful information._____________________
5. Give an example of an identifier at your business for which you will define a key
flexfield.
____Answers will vary._______________________________
6. If possible, give an example of information you gather by using a descriptive
flexfield.
____Answers will vary._________________________________________________
7.Which of the two types of flexfields is optional?
____Descriptive_______________________________________________________
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Practice 2-1
1. Briefly explain how the value set can control the values used in a flexfield segment.
____________________________________________________________________
____________________________________________________________________
_____________________________________________________________________
2. Which validation type would be appropriate to use for the following data:
Customer zipcodes __________________________________________________
The ID numbers of your salespeople ____________________________________
The weight of various standard inventory items ____________________________
Department number _________________________________________________
3. Does a Dependent validation type provide a list of values to the user? What about a
validation type of None?
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Defining Flexfields
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Defining Flexfields
A-9
Practice 2-2
Use the sample values given below to propose an applicable Format Type. There may
be several possible answers.
000123 ___________________________________________________________
01-JAN-1998_______________________________________________________
1.234 _____________________________________________________________
COM ___________________________________________________________
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Defining Flexfields
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Defining Flexfields
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Practice 2-3
Scenario
Your company has decided to implement an employee referral bonus program. To do
so, it will need to track the start date of the newly hired employee as well as some
information on the employee who referred the new hire. This information will
eventually be gathered using a descriptive flexfield on a personnel application form.
But first you need to create the value sets necessary to validate the data entered.
Practice Notes
Since many students access the system and create structures during this class, you
need a way to distinguish between the structures created by you and your
classmates. Therefore, you will be assigned a number by your instructor. Use this
number as a prefix wherever you see XXX_ included in the name of something
you are defining. This will ensure the definitions you create are unique.
Flexfield definitions can be created under many different responsibilities.
However, the system administration responsibility has access to all functions
needed for all practices.
1. Value Set Descriptions
Your new employee referral flexfield will gather five items of information:
The new employees hire date
The department number of the referring employee
The ID number of the referring employees manager
The name of the referring employee
The number of the referring employee
Each of these items of information needs to be validated. Use the following
descriptions to plan the necessary value sets:
1 The new hire date cannot be determined ahead of time and so cannot be validated
using a list of values. However, you should make sure a date value is entered. Call
this value set XXX_Hiredate.
2 Currently, not all departments within the company participate in this program, so
you need to create a value set containing the department numbers for the
participating departments. Departments have a four-character ID. Call your value
set XXX_Department.
3 There are multiple managers for each department participating in the bonus
program. Each manager has a four-character ID number. Create a value set to
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A-12
Defining Flexfields
Practice 2-3
.....................................................................................................................................................
Value
XXX_Hiredate
your description
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XXX_Department
your description
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Value
XXX_Manager
your description
Y
Y
XXX_Employee
your description
Y
Y
XXX_Emp_Number
your description
Y
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Defining Flexfields
Practice 2-3
.....................................................................................................................................................
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Defining Flexfields
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A-16
Defining Flexfields
Value
XXX_Hiredate
your description
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XXX_Department
your description
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Value
XXX_Manager
your description
Y
Y
XXX_Employee
your description
Y
Y
XXX_Emp_Number
your description
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Defining Flexfields
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Defining Flexfields
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A-20
Defining Flexfields
4.Click the LOV button on the toolbar to display a list of Independent Value Sets.
Select the appropriate parent value set.
5. When you return to the Dependent Value Set Information window, the parent
value set you selected appears. Enter XXX as the default value and Unassigned as
the description. Your window should like similar to the one below.
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Defining Flexfields
A-21
2. Enter the value set information you have planned. Your window should look
similar to the window below.
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A-22
Defining Flexfields
2. Enter the value set information you have planned. Your window should look
similar to the window below.
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Defining Flexfields
A-23
3. Select the XXX_Department Value set and then click the Find button.
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A-24
Defining Flexfields
4. On the resulting Segment Values window enter the values for this value set as
specified in the practice directions. Your window should look similar to the one
below.
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Defining Flexfields
A-25
2. Since the XXX_Manager value set is a Dependent type value set, you need to
specify an independent value for each group of dependent values you define.
Click in the Independent value field and click the LOV button on the toolbar to
display a list of the values for the Independent value set (XXX_Department)
associated with this dependent value set (XXX_Manager).
3. On the resulting Segment Values window, you see that the default value you
defined previously shows up as the first value for that segment. Continue defining
the managers for this department as outlined in the practice directions. When
you finish your window should look similar to the one below.
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A-26
Defining Flexfields
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Defining Flexfields
A-27
Practice 3-1
In this practice you determine the user name and the resources available for a
descriptive flexfield within the Oracle Receivables application.
1. Navigate to the Payment Methods alternate regions of the Customers - Standard
form
Oracle Receivables responsibility:
(N) Customers>Standard>Payment Methods (alternate region)
2. Notice the descriptive flexfield on the right side of the form. Use the procedures
discussed to determine:
The user name of this descriptive flexfield
__________________________________________________________________
The number of ATTRIBUTE columns available for use
__________________________________________________________________
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A-28
Defining Flexfields
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2. Notice the descriptive flexfield on the right side of the form. Use the procedures
discussed to determine:
The user name of this descriptive flexfield
__________________________________________________________________
The number of ATTRIBUTE columns available for use
__________________________________________________________________
2. Click in the Payment Method Name field. Select Help>Tools> Examine.
Your window should look similar to the window below.
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Defining Flexfields
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A-30
Defining Flexfields
6. Click the down button for the Field to display a list of descriptive flexfields for
this form. Your window should look similar to the one shown below.
7. Scroll to the entry for CUST_PAYMETH and select the entry. The user name
for the descriptive flexfield appears in the Value area of the Examine Field and
Variable Values window. Your window should look similar to the one below.
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A-31
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A-32
Defining Flexfields
12. On the resulting Descriptive Flexfields Segments window, click the Segments
button. This takes you to the Segments Summary window.
13. Click in the Column field and click the LOV button on the toolbar to display a
list of selectable columns for use. Your window should look similar to the one
below.
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Defining Flexfields
A-33
14. Since this display is sorted by column name, you can easily see the number of
available columns you have to use.
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A-34
Defining Flexfields
Practice 3-2
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Practice 3-2
This lesson uses a sample scenario that assumes a business wishes to gather additional
payment information for all the types of sales transactions it performs. In this practice,
you are given a list of the various items of information and asked to organize them
according to the process presented so far.
You should first decide the possible types of payment arrangements assuming the
items of information given. (Hint: There are four). You then need to decide which
information should be gathered for all payment types and which information is
relevant only for certain payment types.
Information to Be Gathered
Credit card number
Check number
Down payment amount
Loan account number
Sales transaction number
Store number
Credit card expiration date
Drivers license number (or other additional ID)
Payment terms (e.g., 30 days, not interest)
Store department number
Cash amount tendered
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Payment Types:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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A-35
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A-36
Defining Flexfields
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Payment Types:
____Payment by cash__________________________________________________
____Payment by check_________________________________________________
____Payment by financing______________________________________________
____Payment by credit card_____________________________________________
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Check number
Additional ID number
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A-38
Defining Flexfields
Practice 3-3
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Practice 3-3
In Practice 3-2, you organized payment-related information according to usage and
determined which items of information were common to all typement types and which
were specific to a particular payment type.
In this practice, design the layout of all the flexfield structures necessary to process the
payment information being captured. Design a structure for each payment type,
showing the global segments and the context-sensitive segments. Assume that you can
use the Payment Type field on the base window as a reference field.
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Defining Flexfields
A-39
Store Number:
Department number:
Transaction number:
Cash tendered:
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Store Number:
Department number:
Transaction number:
Check number:
Additional ID:
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Store Number:
Department number:
Transaction number:
Down payment
amount:
Payment terms:
Loan account number:
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A-40
Defining Flexfields
Practice 4-1
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Practice 4-1
Scenario
You company is investigating implementing a plan to encourage employees to make
greater use of the local mass transit systems. However, since it is still in the planning
stage, it needs information on how each employee commutes to work. You will gather
information by using a descriptive flexfield.
Practice Note
Since no two people can define the same descriptive flexfield, your instructor will
assign you a descriptive flexfield to use during your practice. You will also be told the
navigation path to that flexfield. Do not worry about the real-world relevance of the
descriptive flexfield you are assigned to the scenario of the workshop.
Defining the Header Information
This flexfield will gather the following three items of information about each
employee:
The employee name
The employee number
Estimated distance travelled
Use the chart below to define your descriptive flexfield header information.
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Application
Title
Segment Separator
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A-41
Segment Attribute
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description
LOV Prompt
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description
LOV Prompt
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Attribute Value
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Employee Number
your description
N/A
Employee Number:
ATTRIBUTE1
XXX_Emp_Number
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Employee Name
your description
N/A
Employee Name:
ATTRIBUTE2
XXX_Employee
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Y
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3
Commute Distance
your description
N/A
Commute Distance:
ATTRIBUTE3
N/A
Y
Y
10
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Defining Flexfields
Practice 4-1
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A-44
Defining Flexfields
3. The Global Data Elements structure should already be highlighted. Click the
Segments button to go to the Segments Summary window.
Defining Global Segments
After you have defined your initial descriptive flexfield definitions, you must define
the information on the segments that make up your descriptive flexfield. Use the
following chart to define the three segments for your flexfield. Remember to define
these segments for the Global Data Elements structure.
When you have entered and saved your definitions, freeze your definition and compile
the flexfield.
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Segment Attribute
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
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Attribute Value
1
Employee Number
your description
Number:
Employee Number:
ATTRIBUTE1
XXX_Emp_Number
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Defining Flexfields
A-45
Segment Attribute
Display Size
Number
Name
Description
LOV Prompt
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description
LOV Prompt
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Attribute Value
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2
Employee Name
your description
Name:
Employee Name:
ATTRIBUTE2
XXX_Employee
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Y
40
3
Commute Distance
your description
Distance
Commute Distance:
ATTRIBUTE3
N/A
Y
Y
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Solution
1. While on the Segments Summary window, enter the segment information as
specified in the chart above. When you are finished, your window should look
similar to the one below.
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A-46
Defining Flexfields
2. Your instructions specify a display size for the field. You can check the display
size on the Segments window. Highlight the segment you wish to check and click
the Open button. This will take you to the Segments window, which shows
detailed information about that segment.
3. Your window should look similar to the one below. The display size values are
specified in the lower left corner.
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Defining Flexfields
A-47
4. When you have finished defining your descriptive flexfield information, save
your work.
5. Freeze the definition and compile the flexfield definition.
Testing Your Flexfield
Once you have defined your descriptive flexfield, use the navigate path given to access
the window on which your flexfield appears. Open the flexfield and test the segments.
Solution
1. Use the navigation path at end of this appendix to navigate to the form
containing your flexfield. Open the flexfield and test the segments. Your window
should look similar to the one below:
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A-48
Defining Flexfields
Practice 4-2
.....................................................................................................................................................
Practice 4-2
Scenario
After using your existing descriptive flexfield for a while, you decide that the
information you are obtaining is not really sufficient for your planning purposes. You
decide to expand the flexfield to gather more information on the different commuting
methods used by each employee.
1. Modifying the Existing Flexfield Definition
This modified flexfield will contain all the fields of the previous flexfield. However,
you will add one more global segment and create three different contexts to document
additional information about the commuting habits of employees.
Adding the New Global Segment You need to add an additional global segment
called Time Spent. This segment will track the amount of time the employee spends
commuting. Use the chart below to define your new segment for the Global Data
Elements structure.
Segment Attribute
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Attribute Value
4
Time Spent
your description
Time Spent
Time Spent:
ATTRIBUTE4
N/A
Y
Y
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A-49
Context Descriptions
Walk/Bike. Since the Walk/Bike context needs to be selectable as a possible
commute method, it must be defined as a context structure. However, other than
simply documenting that the employee uses this method, it does not need to track
any additional information and therefore does not need any segments defined for
it.
Drive. The Drive context stores two additional items of information: whether the
employee participates in a carpool and the estimated gas used per week.
Use the chart below to plan these two segments.
Context
Drive
Segment Attribute
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description
LOV Prompt
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
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Car Pool Y/N
your description
Car Pool:
Car Pool:
N/A
Y
Y
3
20
Gas
your description
Estimated Gas:
Estimated Gas:
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Mass Transit. The mass transit context stores two items of information: the type of
mass transit used and the amount spent on fares for each method. Use the chart
below when planning the segments for this structure.
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A-50
Defining Flexfields
Practice 4-2
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Mass Transit
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
10
Transit Type
your description
Transit Type:
Transit Type:
N/A
Y
Y
10
20
Total Weekly Fare
your description
Total Fare: $
Total Fare: $
N/A
Y
Y
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Column was left empty in the charts above. Although each global segment needs an
ATTRIBUTE column of its own, context-sensitive columns can share columns.
Use the chart below and design a layout that will accommodate all the segments listed
above in the least number of columns (you should not need all the spaces on the chart).
The global segments have already been filled in. Also note that you dont need an
ATTRIBUTE column to store the context values since they are stored in a column
called CONTEXT.
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Defining Flexfields
A-51
Column Name
CONTEXT
ATTRIBUTE1
ATTRIBUTE2
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
Segment Name
Walk/Bike
Employee Name
Employee Number
Commute Distance
Time Spent
Segment Name
Drive
Employee Name
Employee Number
Commute Distance
Time Spent
Segment Name
Mass Transit
Employee Name
Employee Number
Commute Distance
Time Spent
ATTRIBUTE6
ATTRIBUTE7
ATTRIBUTE8
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A-52
Defining Flexfields
Attribute Value
4
Time Spent
your description
Time Spent
Time Spent:
ATTRIBUTE4
N/A
Y
Y
10
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Defining Flexfields
A-53
Context Descriptions
Walk/Bike. Since the Walk/Bike context needs to be selectable as a possible
commute method, it must be defined as a context structure. However, other than
simply documenting that the employee uses this method, it does not need to track
any additional information and therefore does not need any segments defined for
it.
Drive. The Drive context stores two additional items of information: whether the
employee participates in a carpool and the estimated gas used per week.
Use the chart below to plan these two segments.
Context
Drive
Segment Attribute
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description
LOV Prompt
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
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10
Car Pool Y/N
your description
Car Pool:
Car Pool:
N/A
Y
Y
3
20
Gas
your description
Estimated Gas:
Estimated Gas:
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Y
Y
10
Mass Transit. The mass transit context stores two items of information: the type of
mass transit used and the amount spent on fares for each method. Use the chart
below when planning the segments for this structure.
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A-54
Defining Flexfields
Mass Transit
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
Number
Name
Description:
LOV Prompt:
Window Prompt
Column
Value Set
Displayed
Enabled
Display Size
10
Transit Type
your description
Transit Type:
Transit Type:
N/A
Y
Y
10
20
Total Weekly Fare
your description
Total Fare: $
Total Fare: $
N/A
Y
Y
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Determining ATTRIBUTE Columns You will notice that the attribute value for
Column was left empty in the charts above. Although each global segment needs an
ATTRIBUTE column of its own, context-sensitive columns can share columns.
Use the chart below and design a layout that will accommodate all the segments listed
above in the least number of columns (you should not need all the spaces on the chart).
The global segments have already been filled in. Also note that you dont need an
ATTRIBUTE column to store the context values since they are stored in a column
called CONTEXT.
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Defining Flexfields
A-55
Column Name
CONTEXT
ATTRIBUTE1
ATTRIBUTE2
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
Segment Name
Walk/Bike
Employee Name
Employee Number
Commute Distance
Time Spent
ATTRIBUTE6
Segment Name
Drive
Employee Name
Employee Number
Commute Distance
Time Spent
Carpool Y/N
Segment Name
Mass Transit
Employee Name
Employee Number
Commute Distance
Time Spent
Transit Type
Estimated Gas
ATTRIBUTE7
ATTRIBUTE8
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A-56
Defining Flexfields
2. You need to add an additional segment to the Global Data Elements structure.
This is the Time Spent segment. Select the Global Data Elements structure and
click the Segments button.
3. On the resulting window, add the information for the Time Spent field. When
you have finished, your window should look similar to the one below.
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Defining Flexfields
A-57
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A-58
Defining Flexfields
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Defining Flexfields
A-59
13. When you have defined your context-sensitive structures, define the context
information as specified in the practice directions. When you have finished, your
window should look similar to the one below.
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A-60
Defining Flexfields
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Defining Flexfields
A-61
Practice 5-1
1. Identify the following as a characteristic of a key flexfield, descriptive flexfield, or
both.
Characteristic
Extension of a standard window
Sometimes requires identifiable segments
No restrictions on structure
Use is required by the application
Provides unique identifiers
Key
Descriptive
Both
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A-62
Defining Flexfields
Key
Descriptive
Both
X
X
X
X
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Defining Flexfields
A-63
Practice 5-2
Scenario
You have decided that you need to implement a new structure of the Accounting
Flexfield to meet your users business needs. Since careful planning and
documentation is necessary to ensure an effective implementation, you sit down with
your users to decide what key flexfield setup is best for them.
The Accounting Flexfield specifies accounting codes, where such a code is composed
of several pieces. The flexfield has a maximum of 30 segments, each having a width of
25. There are three unique, required qualifiers:
Balancing segment
Cost center segment
Natural account segment
For this practice, use the worksheet on the following page to design an accounting
flexfield structure. You will not actually implement this plan, so you do not have to
plan unique names as with the prior practices. Some of the questions you need to
decide are:
What will you call your Accounting Flexfield structure?
How many segments will be in your structure?
What will the name of the segments be?
Which segment will be assigned which qualifier?
Will you allow cross-validation?
What value sets will you use?
Will you use security on any segments?
Hint: If you are unfamiliar with the Accounting Flexfield, plan a structure with four
segments called Company, Cost Center, Account, Subaccount. Make the Company the
balancing segment, the Cost Center segment the cost center segment, Account the
natural account segment.
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A-64
Defining Flexfields
Practice 5-2
.....................................................................................................................................................
Cross Validation
Freeze Rollups
Dynamic Inserts
Number of
Segments
Segment Separator
View Name
Enabled
Page
of
Flexfield Code
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Defining Flexfields
A-65
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A-66
Defining Flexfields
Practice 5-3
.....................................................................................................................................................
Practice 5-3
In the previous practice, you planned the structure-level attributes for a hypothetical
Accounting flexfield. In completing that practice, one of the attributes you decided
was the number of segments for your structure. In this practice, you will design the
segment-level attributes for each of the segments needed by your Accounting flexfield
structure. Some of the questions you need to answer are:
What will each segments name be?
Will the segment have a default value?
Which column will store the segments data?
What is the maximum size of the data to be stored?
How big should the display field for the segment be?
Should the segment be secured?
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Defining Flexfields
A-67
Segment Name
Prompt
Column
Value Set
Max. Size
No.
Number of Segments
Display Size
Structure Name
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A-68
Defining Flexfields
Practice 5-3
.....................................................................................................................................................
Default
Qualifiers
Displayed
Name
Required
No.
Number of Segments
Security Enabled
Structure Name
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Defining Flexfields
A-69
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A-70
Defining Flexfields
Practice 6-1
.....................................................................................................................................................
Practice 6-1
In this practice you use the specifications given to define an Accounting key flexfield
structure with its value sets and values. You also define all qualifiers needed.
N N N n/a
N N N n/a
N N N n/a
Min Value
n/a
n/a
n/a
Right Justify
Numbers only
2
3
4
Upper case
Precision
Y N Char
Y N Char
Y N Char
Max Size
XXX_CO
XXX_Cost
XXX_Account
LongList
Format
Type
Security
Name
Max Value
n/a
n/a
n/a
Validation
Type
Independent
Independent
Independent
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Defining Flexfields
A-71
Flexfield Attributes
Application
Key Flexfield Title
Structure Title
Allow Dynamic Insertion
Cross-Validate Segments
Segment Separator
20
30
Window
Prompt
Segment1
XXX_CO
CO
Company
Balancing
Segment2
XXX_Cost
CC
Cost Center
Segment3
XXX_Account
ACCT
Cost
Center
Account
Column
LOV Prompt
Value Set
Number
Name
10
Display Size
Structure Attributes
XXX_Co
mpany
XXX_Cost
Center
XXX_Acc
ount
Qualifier
Account
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Define your segments and their attributes as specified in the table below. Remember to
specify the flexfield qualifiers as instructed in the chart above. You cannot
successfully compile your structure otherwise.
Make all segments displayed and required. Enable security on the Company segment.
There are three flexfield qualifiers you must specify for your definition to be complete.
You must declare which segment is the balancing segment, which segment is the cost
center segment, and which segment is the natural account segment. Usethe
information in the chart above to define the appropriate flexfield qualifier for each
segment.
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A-72
Defining Flexfields
Practice 6-1
.....................................................................................................................................................
Value
Description
00
01
02
Corporate
US Operations
Asia Pacific Operations
Value Set
Name
XXX_Cost
Value
Description
A01
A02
A03
A04
Value
Description
1000
1200
2000
3310
4010
4020
5010
5020
Cash
Accounts Receivable
Accounts Payable
Retained Earnings
Interest Income
Sales Income
Travel Expense
Office Expense
Value Set
Name
XXX_Account
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Asset
Liability
Ownership/Stock
Revenue
Revenue
Expense
Expense
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Defining Flexfields
A-73
For values defined for the natural account segment, you must assign sement qualifiers.
One important qualifier for each value is the type of account indicator. Use the
specifications in the chart above and define an account indicator for each account
value you define.
4. Testing Your New Accounting Flexfield
To test your new flexfield, use the following steps:
1. In the General Ledger (Vision Operations) responsibility, navigate to the Set of
Books window:
(N)>Setup>Financials>Books>Define
2. Click in the Chart of Accounts field and display the list of values.
3. Select your flexfield structure from the list.
4. Click in the Retained Earnings field in the Accounts block and click the LOV button
on the toolbar. Your flexfield structure should appear. For each segment, use the list of
values display to check the values.
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A-74
Defining Flexfields
N N N n/a
N N N n/a
N N N n/a
Min Value
n/a
n/a
n/a
Right Justify
Numbers only
2
3
4
Upper case
Precision
Y N Char
Y N Char
Y N Char
Max Size
XXX_CO
XXX_Cost
XXX_Account
LongList
Format
Type
Security
Name
Max Value
n/a
n/a
n/a
Validation
Type
Independent
Independent
Independent
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Solution
1. Navigate to the Value Sets window.
Oracle System Administrator (N)>Application>Validation>Set
2. Enter the specifications for the XXX_CO value set. When you have finished,
your window should look similar to the one below.
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Defining Flexfields
A-75
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A-76
Defining Flexfields
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Defining Flexfields
A-77
Solution
1. Navigate to the Key Flexfield Segments window
(N)>Application>Flexfield>Key>Segments
2. Click in the Application field to display of key flexfields. Select the Oracle
General Ledger Accounting Flexfield. The resulting window should look similar
to the one below. (There may be several structures.)
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Use the information in the charts below to specify the structure attributes. Use your
student number wherever the entries show XXX_. This will make all the entries you
create unique. Remember to freeze your definition and recompile the flexfield
structure when you are finished.
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Flexfield Attributes
Application
Key Flexfield Title
Structure Title
Allow Dynamic Insertion
Cross-Validate Segments
Segment Separator
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A-78
Defining Flexfields
1. Unfreeze the definition and enter the structure attributes as specified in the
chart above. You may need to add a new line in the Structures area to define your
new structure. When you have finished, your window should look similar to the
one below:
10
Column
Display Size
Value Set
Number
Name
20
XXX_Co
mpany
XXX_Cost
Center
XXX_Acc
ount
30
Segment1
XXX_CO
Segment2
XXX_Cost
Segment3
XXX_Account
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LOV Prompt
Structure Attributes
Define your segments and their attributes as specified in the table below. Remember to
CO
Window
Prompt
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ACCT
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Company
Balancing
Cost
Center
Account
Cost Center
Account
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successfully compile your structure otherwise.
Make all segments displayed and required. Enable security on the Account segment.
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Defining Flexfields
A-79
Solution
1. While on the Key Flexfield Segments window, highlight your new structure and
select the Segments buttons. This takes you to the Segments Summary window.
2. Use the information in the chart above to define the three segments of your
accounting flexfield. When you have finished, your window should look similar to
the one below.
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3. To change the display size and enable security for a segment, you will have to
select the Open button to go to the Segments window. On this window you can
change the Display Size and select the Security Enabled field. After you enable
security for the Account segment, your window should look similar to the one
below.
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A-80
Defining Flexfields
There are three flexfield qualifiers you must specify for your definition to be complete.
You must declare which segment is the balancing segment, which segment is the cost
center segment, and which segment is the natural account segment. Use the
information in the chart above to define the appropriate flexfield qualifier for each
segment.
Solution
While on the Segments window click the Flexfield Qualifiers button to select the
appropriate qualifier for that segment. The example below shows the Flexfield
Qualifiers window. You associate a qualifier with a segment by selecting the
Enabled checkbox.
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A-81
Value
Description
00
01
02
Corporate
US Operations
Asia Pacific Operations
Value Set
Name
XXX_Cost
Value
Description
A01
A02
A03
A04
Value
Description
1000
1200
2000
3310
4010
4020
5010
5020
Cash
Accounts Receivable
Accounts Payable
Retained Earnings
Interest Income
Sales Income
Travel Expense
Office Expense
Asset
Asset
Liability
Ownership/Stock
Revenue
Revenue
Expense
Expense
Value Set
Name
XXX_Account
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A-82
Defining Flexfields
2. Click in the Name field and click the LOV button on the Toolbar to display a
list of existing value sets.
3. Select the XXX_Co value set you defined earlier.
4. Click the Find button.
5. On the resulting window, define the values for the XXX_Co value set as
specified in the practice directions. When you have finished, your window should
look similar to the one below.
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Defining Flexfields
A-83
2. Click in the Name field and click the LOV button on the Toolbar to display a
list of existing value sets.
3. Select the XXX_Cost Center value set you defined earlier.
4. Click the Find button.
5. On the resulting window, define the values for the XXX_Cost Center value set
as specified in the practice directions. When you have finished, your window
should look similar to the one below.
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A-84
Defining Flexfields
For values defined for the natural account segment, you must assign segment
qualifiers. One important qualifier for each value is the type of account indicator. Use
the specifications in the chart above and define an account indicator for each account
value you define.
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Solution
1. When defining each value, tab to the right until the account type window
opens. Use the specifications in the practice directions to indicate the account
type. An example of one type of account is shown in the window below.
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A-85
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A-86
Defining Flexfields
Practice 7-1
.....................................................................................................................................................
Practice 7-1
1. Not all types of value sets can be secured by using security rules. Name two types of
value sets that are unsecurable.
____________________________________________________________________
2. Circle the values from the list of zipcodes that are acceptable to the two security
rules stated below.
Rule One
Include
Exclude
From value
94000
94410
To value
94425
94410
Zipcode
94023
94331
94045
94425
94467
94501
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combination of rules.
Rule Two
Include
Exclude
Rule Three
Include
Exclude
From value
94000
94410
From value
94420
94460
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94410
To value
94500
94469
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Defining Flexfields
A-87
From value
94000
94410
To value
94425
94410
Zipcode
94023
94331
94045
94425
94467
94501
3. Using the same list of zipcode values, draw the result set for the following
combination of rules.
Rule Two
Include
Exclude
From value
94000
94410
From value
94420
94460
Rule Three
Include
Exclude
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94410
To value
94500
94469
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A-88
Defining Flexfields
Practice 7-2
.....................................................................................................................................................
Practice 7-2
In a previous practice you defined an Accounting flexfield including its value sets and
values. In this practice, you will define security for the XXX_Account value set. This
rule should will restrict you from accessing the cash account (account value 1000).
1. Call your rule Cash Rule. Give your rule a description and appropriate message.
You should be able to accomplish your restriction with two rules.
Save your work.
2. Assign your rule to the GL Manager responsibility.
3. Make sure security is enabled on both XXX_Account value set and the
XXX_Account segment of your Accounting flexfield structure.
4. Change responsibilities to the targeted responsibility. Go to the Set of Books
window, and open the Accounting flexfield using the navigation path given in the
lesson on defining a key flexfield. Note that account value 1000 does not appear. Enter
1000 directly into the Account field and try to close the window. What happens?
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Defining Flexfields
A-89
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A-90
Defining Flexfields
Solution:
1. When you have successfully defined your security rule, click the Assign button.
2. Click the LOV button on the Toolbar to select Oracle General Ledger as the
Application, General Ledger, Vision Operations (USA) as the Responsibility, and
Cash Rule as the Name. Supply a description and message if you wish. When you
are finished, your window should look similar to the one below.
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3. Make sure security is enabled on both XXX_Account value set and the
XXX_Account segment of your Accounting flexfield structure.
Solution:
1. To check the value set, navigate to the Value Sets window.
System Administrator (N)>Application>Validation>Set
2. Find your value set definition and check that the Security Enabled checkbox is
selected.
3. To check the flexfield segment, navigate to the Key Flexfields Segments
window.
System Administrator (N)>Application>Flexfield>Key>Segments
4. Find the definition for the Accounting Flexfield.
5. Highlight your structure and click the Segments button.
6. Highlight the segment you are securing and click the Open button. On the
Segments window, check that the Security Enabled checkbox is selected.
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Defining Flexfields
A-91
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A-92
Defining Flexfields
Practice 8-1
.....................................................................................................................................................
Practice 8-1
1.A slide in this lesson explains the concept of cross-validation by showing a form that
does not allow the city of Houston be placed in California, or California to placed in
the United Kingdom. Use the space below and define the rules needed to restrict this
combination.
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
2. In a previous lesson you defined an Accounting flexfield, including its value sets
and values. Refer back to the charts you used in that practice and design a crossvalidation rule that does not allow account 3310 to be used with cost center A01. Use
the space below to construct your rules.
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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Defining Flexfields
A-93
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A-94
Defining Flexfields
Practice 8-2
.....................................................................................................................................................
Practice 8-2
In the previous practice you designed a cross-validation rule to not allow account
number 3310 to be used with cost center A01. In this practice you define that rule and
test it.
Defining a Cross-Validation Rule
1. Locate your Accounting flexfield definition and check that cross-validation is
enabled for your structure. If it is not, enable it, freeze the definition, and recompile.
2. Navigate to the Cross-Validation Rules window.
(N)>Application>Flexfields>Key>CrossValidation
3. Call your rule Cross-Validation Practice 8-2. Give your rule a description if you
wish.
4. Ensure that the error message that follows is generated, and that the cursor is placed
in the Account segment.
Error Message: Please do not use Account number 3310 with Cost Center A01
5. Save your work.
Testing Your Rule
1. Navigate to the Set of Books window.
(N)>Setup>Financials>Books
2. Use the list of values for the Chart of Accounts field to select your Accounting
flexfield structure.
3. Click in the Retained Earnings field.
4. When the flexfield opens, enter the restricted value combination and click OK.
5. Your error message should appear. Click OK.
6. You should be back in the flexfield with your cursor in the Account segment.
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Defining Flexfields
A-95
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A-96
Defining Flexfields
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Defining Flexfields
A-97
Practice 9-1
While working with your new Accounting flexfield definition, you notice that you
repeatedly enter several flexfield combinations. Specifically, you enter many
transactions against the Accounts Payable account 2000.
1. Define a shorthand alias called Payable that will populate your flexfield with the
following combination of values:
Company:01
Cost CenterA01
Account:2000
Specify a Max Alias Size of 15. Save your new alias definition.
2. Navigate to the Set of Books window and open your Accounting flexfield to test
your alias.
3. Optional: Create three more aliases for the Accounts Receivable account 1200. You
can use this account with any Cost Center.
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A-98
Defining Flexfields
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Defining Flexfields
A-99
3. Optional: Create three more aliases for the Accounts Receivable account 1200. You
can use this account with any Cost Center.
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A-100
Defining Flexfields
Practice 10-1
.....................................................................................................................................................
Practice 10-1
Scenario
In a previous lesson, you created the value sets needed for an employee referral
program. At that time, you created an XXX_Employee value set with a None
validation type. That information is actually available from a Human Resources
application table called PER_ALL_PEOPLE_F. In this practice, you will create a new
value set definition that can query the application table for the existing information for
validation.
Value Set Specifications
Table needed: To validate the EMPLOYEE_NUMBER of the referring employee
you need to access the PER_ALL_PEOPLE_F table owned by the Oracle Human
Resources application.You will create a value set that queries this table for valid
employee numbers.
Columns needed: Because the EMPLOYEE_NUMBER column contains the value
you need to check, use this column for the Value field. But to make it easier to
associate an employee number with the employee, use the FULL_NAME field as the
Meaning field to provide an explanation of employee number value.
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Data restrictions needed: This table contains entries for both active and inactive
employees. Inactive employees are not eligible for the referral program, so you will
need to restrict the list of values to display only active employees. You can test
whether the employee is active by checking that the CURRENT_EMPLOYEE_FLAG
is set to Y.
Enter WHERE CURRENT_EMPLOYEE_FLAG = Y in the Where/Order By area.
Call this value set XXX_Employee_Table.
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Defining Flexfields
A-101
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A-102
Defining Flexfields
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Data restrictions needed: This table contains entries for both active and inactive
employees. Inactive employees are not eligible for the referral program, so you will
need to restrict the list of values to display only active employees. You can test
whether the employee is active by checking that the CURRENT_EMPLOYEE_FLAG
is set to Y.
Enter WHERE CURRENT_EMPLOYEE_FLAG = Y in the Where/Order By area.
Call this value set XXX_Employee_Table.
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Defining Flexfields
A-103
Solution:
1. Navigate to the Value Sets window.
(N)>Application>Validation>Set
2. Enter the value set information as specified in the practice directions. Your
window should look similar to the one below.
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A-104
Defining Flexfields
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Defining Flexfields
A-105
Practice 11-1
1. What is the difference between the CONCATENATED_SEGMENTS display and
the PADDED_CONCATENATED_SEGMENTS display?
2. What is the main difference between a key flexfield concatenated segment view
display and a key flexfield structure view display?
3. Key flexfield structure views are not generated automatically like key flexfield
concatenated segment views are. How do you cause a key flexfield structure view to
be created?
4. (Optional) If possible within the classroom environment, use the instructions given
to you by your instructor to perform the following tasks.
Use an SQL+ DESCRIBE statement on the view that was generated for the
flexfield you created in the lesson on defining descriptive flexfields. You may need
to reaccess the definition and recompile the flexfield to find out the name of the
view.
Access the descriptive flexfield and enter several rows of data. Create an SQL
SELECT statement in SQL+ to view the columns of your descriptive flexfield
view.
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A-106
Defining Flexfields
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Defining Flexfields
A-107
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A-108
Defining Flexfields
B
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B-2
Defining Flexfields
Path
Application/Currency
Define Sequences
Application/Document/Define
Sequence Assignments
Application/Document/Assign
Setup/Currencies/Rates/Types
Budgets/Define/Organization/Ranges(B)
Budgets/Define/Organization
Journals/Define/Recurring
Journals/Define/Recurring (enter dummy name) Journal Entry
Block
Enter Journals:Batches
Enter Journals: Journals
Sets of Books
Setup/Financials/Books/Define
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Batch Information
Collector Information
Set up/Collections/Collectors
Collections/Customer Call/Topics(B)
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Defining Flexfields
B-3
System Parameters
Setup/System Parameters
Statement Lines
Oracle Assets
Book Controls
Calendar Types
Setup/Asset System/Calendars
Convention Types
Fiscal Year
Locations
Setup/Asset Systems/Locations
ITC Rates
Setup/Depreciation/ITC Rates
Mass Changes
Mass Transactions/Changes
Mass Revaluations
Mass Transactions/Revaluations
Mass Retirements
Mass Transactions/Retirements
Mass Transfers
Price Indexes
System Controls
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B-4
Defining Flexfields
order by application_id;
ID_FLEX_NAME
APPLICATION_TABLE_NAME
GL_CODE_COMBINATIONS
Category Flexfield
FA_CATEGORIES
FA_ASSET_KEYWORDS
Location Flexfield
FA_LOCATIONS
RA_TERRITORIES
MTL_CATEGORIES
Account Aliases
MTL_GENERIC_DISPOSITIONS
Item Catalogs
MTL_ITEM_CATALOG_GROUPS
Sales Orders
MTL_SALES_ORDERS
System Items
MTL_SYSTEM_ITEMS
Stock Locators
MTL_ITEM_LOCATIONS
Grade Flexfield
PER_GRADE_DEFINITIONS
Job Flexfield
PER_JOB_DEFINITIONS
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Defining Flexfields
B-5
APPLICATION_TABLE_NAME
---------------------------GL_PERIOD_SETS
GL_PERIODS
GL_AUTOMATIC_POSTING_OPTIONS
GL_BUDGET_TYPES
GL_BUDGET_VERSIONS
GL_BC_OPTIONS
GL_BC_OPTION_DETAILS
GL_CHARTS_OF_ACCOUNTS
GL_DAILY_CONVERSION_TYPES
GL_DAILY_CONVERSION_RATES
GL_BUDGETS
GL_BUDGET_ASSIGNMENT_RANGES
GL_BUDGET_ASSIGNMENTS
GL_BUDGET_ENTITIES
GL_RECURRING_BATCHES
GL_RECURRING_LINE_CALC_RULES
GL_RECURRING_HEADERS
GL_RECURRING_LINES
GL_JE_BATCHES
GL_JE_BATCHES
GL_CAPTURED_INFO
GL_JE_HEADERS
GL_JE_HEADERS
GL_JE_LINES
GL_JE_LINES
GL_JE_LINES
GL_TAX_CODES
GL_ENTITY_BUDGETS
GL_CODE_COMBINATIONS
GL_USSGL_ACCOUNT_PAIRS
GL_USSGL_TRANSACTION_CODES
GL_HISTORICAL_RATES
GL_INTERCOMPANY_ACCOUNTS
GL_JE_CATEGORIES
GL_JE_SOURCES
GL_LOOKUPS
GL_PERIOD_STATUSES
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B-6
Defining Flexfields
descriptive_flexfield_name "Flexfield",
descriptive_flex_context_code "Structure",
end_user_column_name "Column"
from apps.fnd_descr_flex_column_usages a,
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apps.fnd_flex_value_sets b
where a.flex_value_set_id = b.flex_value_set_id and
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descriptive_flex_context_code;
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Defining Flexfields
B-7
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B-8
Defining Flexfields
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Defining Flexfields
B-9
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B-10
Defining Flexfields
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Defining Flexfields
B-11
flex_value_set_name
"Value Set",
id_flex_name
id_flex_structure_name "Structure",
segment_name
from
"Flexfield",
"Segment"
apps.fnd_id_flexs a,
apps.fnd_id_flex_structures b,
apps.fnd_id_flex_segments c,
apps.fnd_flex_value_sets d
where
a.application_id
b.application_id and
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a.id_flex_code
b.id_flex_code and
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b.application_id
c.application_id and
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b.id_flex_code
c.id_flex_code and
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b.id_flex_num
c.id_flex_num
14
c.flex_value_set_id
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B-12
Defining Flexfields
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Defining Flexfields
B-13
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B-14
Defining Flexfields