Defining and Implementing Flex Fields
Defining and Implementing Flex Fields
Defining and Implementing Flex Fields
Flex field
Page 1 of 3
Oracle Apps 11i Tutorials : Implementing Key Flex field and Descriptive Flex
field
This tutorial tells you about implementation and other features provided in the
implementation section .
Identifying Key flexfields that are required for you Oracle Applications installation
Designing a Key flexfield structure
Selecting the appropriate Key flexfield to define
Defining structure information for the Key flexfield
Defining segment attributes
Defining flexfield qualifiers
Defining segment qualifiers
Implementing optional features as needed
To define the key Flexfield structure, you need to open the Key Flexfield segment form as
shown in the figure 5 below. The navigation path is Application Developer à Flexfield: Key à
Segments.
Figure 5. Key Flexfield Segments Form
Lets say you are defining the structure for an Accounting Flexfield. Query for the Flexfield
Title “Accounting Flexfield” using the Flexfield Title window as shown in figure 5 above. If
there are already existing structures for Accounting Flexfields, they would be listed in the
Structures window as shown in figure 6 below.
Figure 6. Listing of existing structures for Accounting Key Flexfield
Lets say you want to define a new structure for the Accounting Flexfield with the structure
code as “NEW_ACCOUNTING_STRUCTURE”. Enter the code name in the Code window and
the title as “New Accounting Flexfield Struc” in the Title window. Enter an optional
description for the new structure which may include the purpose of the new structure. Save
the changes. The form would look like as shown in figure 7 below.
Figure 7. Structure definition for a new Accounting Flexfield
There are few check buttons on the form in the figure 7 above which can be left
unchecked/checked as shown in the figure above.
The Enabled checkbox is checked by default. You can optionally uncheck it. You cannot
delete a Key flexfield structure, but you can disable it by unchecking the Enabled checkbox.
Next, you may select a Segment Separator other than the default period. Your choices are
period, dash, pipe, or any custom character. You must have a segment separator.
Next, you can select whether you want to Cross-Validate Segments. Unchecking this
checkbox will disable cross-validation for this Key flexfield structure. You can then identify
whether you want to Freeze Rollup Groups. If you mark this checkbox, you will not be
able to change the assigned rollup groups in the Define Segment Values form. As a last
step, you can determine whether you want to Allow Dynamic Inserts for Key flexfield
structures. If you do not allow dynamic inserts, you must create all flexfield combinations in
the combination form.
You can freeze your flexfield structure by checking the Freeze Flexfield Definition checkbox. Once
frozen, you can only make very limited changes to the flexfield structure definition. If you need to
change the flexfield structure definition, first uncheck the Freeze Flexfield Definition checkbox and
make the changes. Next, reactivate the Freeze Flexfield Definition checkbox. You will receive a
warning message that tells you that unfreezing this flexfield and making changes to the segment
definitions could affect the validity of the data already existing for this flexfield. Changing a Key
flexfield structure will not update existing flexfield data. Do not freeze your flexfield structure yet, as
you have not entered the segment attributes for your flexfield structure.
Once the above fields are defined click on the Segments button at the bottom of the form.
The new form would look like as shown in figure 8 below. Enter the values as shown in the
form below. You can use the already defined Value Sets for the various segments. If you
have not defined them earlier, they can be created using the Value Set button at the bottom
of the form. Save the changes. To assign a flexfield qualifier to each segment, select the
segment on the form and then click on the Flexfield Qualifiers button as the next step.
Select the New Company segment and click on Flexfield Qualifier button. Check the
Balancing Segment for the New Company structure as the flexfield qualifier. The form would
look like as shown in figure 9 below. Follow the same steps to choose the flexfield qualifiers
for the remaining 2 segments. Check Cost Center Segment for New Cost Center and Natural
Account for New Account segments respectively. Save the changes and close the Structure
form.
Figure 9. Flexfield Qualifier form
As the next step, the form shown in figure 7 would be visible now. Click on the Freeze
Flexfield Definition button. Then compile the flexfield structure. You can compile your
flexfield structure by hitting the Compile button. Compiling a flexfield structure will
automatically save the flexfield structure. You will see the dialogue box as shown in figure
10 below. Choose OK on the dialogue box.
Figure 10. Compiling Flexfield Definition
Figure 11. Dialogue box for compilation of flexfield structure