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ORACLE APPLICATIONS

Fixed Assets Customization of


Account Generator Workflow to
pick up Unqualified (Sub-
Account Or Location) Segments

Product Design and Architecture


Contributors

Name Position

Antaryami Swain (ANSWAIN.IN) Senior Software Engineer

Change Record

Date Author Version Change Reference


Contents

Example 01: Unqualified Segment (Location or Sub-Account) from Asset


Category for all Category Level Accounts .............................................................4

Example 02: Unqualified Segment (Location or Sub-Account) from


Distribution or Expense Account for all Category Level Accounts. 9
Example 01: Unqualified Segment (Location or Sub-Account) from
Asset Category for all Category Level Accounts

We want to pick Location Segment Or Sub-Account Segment (Unqualified Segment)


from Asset Category for all Category Level Accounts. The Chart of Accounts has 5
segments: Company, Cost Center, Account, Location Or Sub-Account and Product. We
use Generate Default Account as process name.

Solution.

Steps.
1. Download the FA Account Generator file from the Database.
Refer Note 432971.1 How To Get The FA Account Generator Workflow Definition Stored In The
DB?

2. From the Navigator window, navigate to FA Account Generator / Processes /


Generate Default Account.

3. Double click on Generate Default Account to open the Generate Default Account
screen. We need to pick up Location segment of all of the Category Level Accounts.
4. Double click on the Generate Category Level Account process. The Generate Category
Level Account screen will appear.
5. Change the function labels from Show Names to Show Comments
Show Comments

6. Now, you will add one new function to the Generate Category Level Account process.
In the Navigator window, navigate to FA Account Generator/Standard Flexfield
Workflow/Functions. Note that one function listed under this section is Copy Segment
Value from Code Combination.
7. In the Navigator window, click and hold down the mouse on the words Copy
Segment Value from Code Combination and drag the mouse to the Generate Category
Level Account screen. Release the mouse button, and you will see a new instance of this
function. Change to Show Display Name from Show Comments

8. Double click on the Copy Segment Value from Code Combination icon. When the
Control Properties screen appears, select the Node tab and enter the comment Location
from Account CCID - Category. Apply the changes.
9. Change to Show Comments from Show Display Name
Show Comments

10. In the Control Properties screen of the Location from Account CCID - Category
icon, select the Attribute Values tab and enter the following values:

Name Value Type Value Type


Code Combination Item Attribute Account CCID Number
Segment Identifier Constant Name Lookup
Segment Constant Location Text
Replace Existing Constant False Lookup

In our example the Unqualified Segment Name is Location. So the segment name must
be same as Attribute value.
11. Position the mouse on the Account Value to Account Segment function icon and
right click. As you continue to hold down the right mouse button, move the mouse to
the new icon named Location from Account CCID - Category You will see a new path
line appear to connect the two icons as you drag your mouse across the screen.

12. Similarly, Position the mouse on the Location from Account CCID - Category
function icon and right click. As you continue to hold down the right mouse button,
move the mouse to the new icon named Unqualified Segments from Default CCID
You will see a new path line appear to connect the two icons as you drag your mouse
across the screen.

13. Delete the selection or link between Account Value to Account Segment function
and Unqualified Segments from Default CCID.

14. Once you reposition your icons, the end result should appear similar to the picture
show below:
Example 02: Unqualified Segment (Location or Sub-Account) from
Distribution or Expense Account for all Category Level Accounts

We want to pick Location Segment Or Sub-Account Segment (Unqualified Segment)


from Asset Distribution or Expense account for all Category Level Accounts. The Chart
of Accounts has 5 segments: Company, Cost Center, Account, Location Or Sub-Account
and Product. We use Generate Default Account as process name.

Solution.

Steps.
1. Download the FA Account Generator file from the Database.
Refer Note 432971.1 How To Get The FA Account Generator Workflow Definition Stored In The
DB?

2. From the Navigator window, navigate to FA Account Generator / Processes /


Generate Default Account.

3. Double click on Generate Default Account to open the Generate Default Account
screen. We need to pick up Location segment of all of the Category Level Accounts.
4. Double click on the Generate Category Level Account process. The Generate Category
Level Account screen will appear.
5. Change the function labels from Show Names to Show Comments .
Show Comments

6. Now, you will add one new function to the Generate Category Level Account process.
In the Navigator window, navigate to FA Account Generator/Standard Flexfield
Workflow/Functions. Note that one function listed under this section is Copy Segment
Value from Code Combination.
7. In the Navigator window, click and hold down the mouse on the words Copy
Segment Value from Code Combination and drag the mouse to the Generate Category
Level Account screen. Release the mouse button, and you will see a new instance of this
function. Change from Show Comments to Show Display Name.

8. Double click on the Copy Segment Value from Code Combination icon. When the
Control Properties screen appears, select the Node tab and enter the comment Location
Segment from Distribution CCID. Apply the changes.
9. Change from Show Display Name to Show Comments.

Show Comments

10. In the Control Properties screen of the Location Segment from Distribution CCID
icon, select the Attribute Values tab and enter the following values:

Name Value Type Value Type


Code Combination Item Attribute Distribution CCID Number
Segment Identifier Constant Name Lookup
Segment Constant Location Text
Replace Existing Constant False Lookup

In our example the Unqualified Segment Name is Location. So the segment name must
be same as Attribute value.
11. Position the mouse on the Account Value to Account Segment function icon and
right click. As you continue to hold down the right mouse button, move the mouse to
the new icon named Location Segment from Distribution CCID You will see a new
path line appear to connect the two icons as you drag your mouse across the screen.

12. Similarly, Position the mouse on the Location Segment from Distribution CCID
function icon and right click. As you continue to hold down the right mouse button,
move the mouse to the new icon named Unqualified Segments from Default CCID
You will see a new path line appear to connect the two icons as you drag your mouse
across the screen.

13. Delete the selection or link between Account Value to Account Segment function
and Unqualified Segments from Default CCID.

14. Once you reposition your icons, the end result should appear similar to the picture
show below: