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Table of Contents
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Create and Deploy Descriptive Flexfields
Summary
This is an overview of how to enable and deploy descriptive flexfields (DFFs)
across all Fusion modules. This example will focus on enabling DFFs in
Receivables. In this scenario, the user wants to include a dropdown list on all
sales invoices that indicates whether the customer is preferred. The ability to
enable similar fields is available (see section 5, Appendix A).
NOTE: this script depicts a very simple DFF that is meant to be customized to
meet a variety of business needs. Readers should not necessarily use this
specific example.
NOTE: You can search for Manage Descriptive Flexfields if you want to
display a list of all modules within Fusion where DFFs can be deployed.
3. Click the Search button to display all areas within Receivables where DFFs
are available.
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Note the Deployment Status and Deployment Date columns, which
indicate whether any DFFs have been deployed in Invoice Lines.
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The new descriptive flexfield can now be accessed in Receivables and used
when entering Invoices.
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Integrate with Oracle Transactional Business
Intelligence
Summary
The new descriptive flexfield can now be accessed in Receivables and used when
entering Invoices. However, all new DFFs must be imported into OTBI before
they can be recognized with BI reporting tools.
IMPORTANT: This process usually takes between 20-60 minutes. When the
scheduled process has completed, a status of Warning may appear (rather
than Completed). This does not appear to adversely affect the outcome.
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Populate New Descriptive Flexfields
Summary
In this section we enter an invoice, filling in the new field Preferred Customer?
Demo
Summary
After creating a sales invoice, proceed to Reports and Analytics to create a report
that will include your new DFF. NOTE: This part of the demo will only work once
the DFF has been imported into Oracle Transactional Business Intelligence (see
section 2).
Demo
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7. Pull in additional data fields into Selected Columns window. This will
make for a more detailed report. Expand Transaction Line Details.
8. Scroll through reporting builder to the Sort and Filter stage.
9. Click on Add Filter icon in the Filter Window.
10.Set new DFF (Preferred Customer?) equal to Yes.
11.Select the Preview check box to verify the data fields have been imported
into OTBI.