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Shorthand Aliases in KFF

Posted: October 23, 2013 in System Admin0

Shorthand Aliases let you label certain groupings of values for a multi-segment flexfield. Wheneveryou need one of these groupings of values, you can use the alias for that grouping to enter the entiregroup.

If the same combination is frequently being entered into a multi-segment flexfield, you should consider

defining an alias for that value combination. You can then use the alias to generate the complete set of

values for the flexfield. Entering a shorthand alias automatically inserts the values for that alias into thekey flexfield.

An alias can represent a complete flexfield combination or a set of partial segment values:

If most combinations vary only in a single segment, create an alias with that segment blank andvalues specified for the remaining segments.

If the alias represents a complete combination, once the alias name has been selected or entered,the shorthand window closes and the cursor moves to the next field.

If the alias represents a partial flexfield value, the full flexfield window pops up with the cursor onthe first empty segment.

Users can override values generated by aliases as appropriate.

Aliases definitions are tied to key flexfield structures. If you make changes to a flexfield structureduring setup you must update associated alias definitions. Such changes include:

Changing the order of flexfield segments

Adding a new segmentDisabling a segmentChanging a segment length

Steps to Setup Shorthand Aliases

1. Set the profile “Flexfields:Shorthand Entry” value to “Always” at user level

2. Navigate to System Administrator->Application->Flexfield->Key->Aliases

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3. Query the Application,Titile and Structure.Then add the Alias name,Template value and Aliasdescription.

In our example, we have created the alias for a code combination of accounting flexfield structure.Sothe template value is the code combination value.Here we have only mentioned the value for Companyand Department segments. We have set Account as blank and Sub-account & Product as null.

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4. Now unfreeze,freeze and re-compile the accounting flexfield structure(From KFF form).

5. Navigate to General Ledger Super User->Setup->Account->Combinations

Now if you click on the browse buon, new window prompting for the Alias Name will appear. In ourexample, once you enter name and click okay buon,it will prompt to enter the account value.Enterthe required value and save. Using the Alias,we can create multiple combination using same companyand department but different account.

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Key Flexfield

Posted: October 23, 2013 in System Admin

0Key flexfields are used to capture mandatory or Key Business information of the

Organization.Key flexfields are used to create entity identifiers required by OracleApplications.Generally, the identifier you create using a key flexfield is required by the application.

Key flexfields have dual purpose:

Collect information required by Oracle Applications.Provide users with ability to configure structure and appearance.

Although it is possible for a key flexfield to use multiple structures, it is much less typical than with

descriptive flexfields. Most key flexfields use only one structure. However, key flexfields still allow theuser to control the structure of the flexfield.Eg: Each business defines an accounting flexfield that reflects its operating structure.

A key flexfield appears as a normal field on a form and key flexfields store their data in columns called

SEGMENTn, where n is a number.

Intelligent keys are multi-part key values in which each part of the key contains meaningfulinformation. You use key flexfields to build the intelligent keys required by Oracle Applications.

Major Capabilities of KFF are

Dynamic insertion of new values1.

Cross-validation2.

Security rules3.


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Shorthand aliases4.

Dynamic insertion of new values:

Dynamic insertion allows users to enter new values in display windows in addition to the typical codecombination entry window.

Cross-validation:

Cross-validation rules let you control the combination of values entered for a key flexfield.

Cross-validation rules consist of an Include element that includes all possible combinations, andone or more Exclude elements that restrict various segment value combinations. Unspecified valuesare always excluded, so every rule needs at least one Include statement. Otherwise nocombinations will ever pass validation.

Before you can add cross-validation rules to an existing flexfield definition, you must unfreeze it inthe Key Flexfield Segments window.After defining cross-validation rules, you must refreeze andrecompile the flexfield definition in the Key Flexfield Segments window for the new validation

rules to take effect.

The Cross-Validation Rule Violation Report offers a listing of all the previously created flexfield

combinations that violate the cross-validation rules for a given structure. The report program canalso disable the existing combinations that violate the new rules.

Reports to Maintain Cross-Validation Rules:

The Cross-Validation Rule Violation Report offers a listing of all the previously created flexfield

combinations that violate the cross-validation rules for a given structure. The report program can

also disable the existing combinations that violate the new rules.

1.

The Cross-Validation Rules Listing Report lists all the cross-validation rules that exist for a

particular flexfield structure.

2.

Security Rule:

You may want to allow users to only enter or view specific values for flexfields. You can create asecurity rule to restrict values available to a given responsibility. Security rules let you controlflexfield access to data. Once you associate that rule to the appropriate responsibility, all users ofthat responsibility are restricted to the values allowed by that security rule.

You can apply security to the value sets used by key flexfield segments, descriptive flexfieldssegments, and request parameters.

Security rules have no effect for segments or parameters that use value sets with a validation typeof None, Special, Pair, Translatable Independent, or Translatable Dependent, or for segmentswithout a value set.

If you are using a parent and child value hierarchy with the Accounting Flexfield, you can enable

hierarchical value security on your value sets. With hierarchical value security, any security rulethat applies to a parent value also applies to its child values.

You can apply security rules to more than one responsibility, and a single responsibility can havemore than one security rule associated with it.

Since a responsibility can have multiple security rules for the same value set, it is important toconsider the interaction of security rules.


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Descriptive flexfield


1DFF are used to capture the additional or extra Business information of the organization. You usedescriptive flexfields to collect information beyond what is collected by Oracle Applications.

A descriptive flexfield appears on a form as a double-character field enclosed by brackets. All DFFcolumns are defined as Aribute Columns. Descriptive flexfields store their data in columns calledATTRIBUTEn, where n is a number. In some cases there may be multiple descriptive flexfields for use

with the same form. There are around 5000+ DFF available with the package.

DFF have two different types of Segments

1. Global DFF: Displays information common to all contexts.2. Context Sensitive DFF: Displays information appropriate only to a particular context.

Steps to find the Title and Application of DFF:

1. Click on a field in the same form in which the descriptive flexfield appears.

2. Select Help->Diagnostics->Examine. This opens a window showing information on the selected field.Note the name of the block in which the field is located.

(Field should be “DESC_FLEX”)

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3. Click the Block list of values buon to display a list of the available blocks for this form and select

“$DESCRIPTIVE_FLEXFIELD$”

4. Click on the the Field list of values buon.Each entry is prefixed by the name of the block in which

the descriptive flexfield appears. Find the entries for the block whose name you determined in step 2.


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Field value will be like “Block Name.Field”, Eg: DAILY_RATE_TYPE.DESC_FLEX


5. Value in the value field indicates the DFF Application and Title.In above example,General Ledger isthe Application and Daily Rates is the Title.

Note=> To remove the Diagnostics Password Screen, set “Utilities:Diagnostics” profile value to Yes at

user level

Steps to Register DFF:

1. Navigate to Application Developer Responsibility-> Flexfield-> Descriptive -> Register and query the

Title and Application.

2. You can change the Context Prompt to a meaningful name if needed. Also Can enabled anycolumns in additional to aribute columns if needed by clicking “Column” buon.Then save.

Use Column window to specify the columns your descriptive flexfield can use as segment columns.


Steps to Define DFF:

1. Navigate to System Administrator Responsibility->Application->Flexfield-> Descriptive-> Segments

& query the application and title.

2. Enable the Required and Displayed check-box of Context field. Then add the context field valuesand enter the segment details for Global Data Elements and other context field values. Also enable theDisplayed, Enabled & Required check-boxes of Context field value segments accordingly.

If you have any context-sensitive segments for your flexfield, you should always check the Displayedcheck box if you do not specify either a default value or a reference field.


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Global segment =>Displays information common to all contexts.

Context-sensitive segment =>Displays information appropriate only to a particular context.

With a combination of global and context-sensitive segments,all the global segments and a contextprompt appears when the user opens the flexfield. Once the user chooses a context, the appropriate

context-sensitive segments are added to the already visible global segments.

As per our DFF, the global data segment “Store” and the context field prompt “Payment Type?” will be displayed when the user opens the flexfield. The “Payment Type?” prompt will list the context fieldvalues other than global data segment.That is Check,Credit Card and Finance.Once the user selects acontext field value, the appropriate segment of that context field value will be added to the alreadyvisible global segments.


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5. Then Freeze the flexfield and compile it.

Now if you navigate to the Conversion Rate Type window and click on the DFF, you can see the globaldata segment “Store” and the context field prompt “Payment Type?”.If you select Payment type as

“Check” then Check context field segment will be displayed along with “Store” and “Payment Type?”fields. Similarly for “Credit Card” and “Finance”.


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Steps to Register and Define Reference field based DFF

Context Field=> A field created in the descriptive flexfield structure that is used to allow the user to


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manually select different contexts.

Reference Field=> A field on the existing form whose value is used to automatically distinguish between contexts.

We are going to create a DFF in Asset Workbench form with reference to the Category field in thesame form.

1. Click on the Category field and navigate to Diagnostics->Examine form to get the field name.


2. Get the Application and title details of the DFF by navigating to Diagnostics-> Examine


3. Navigate to Application Developer Responsibility-> Flexfield-> Descriptive -> Register and query theTitle and Application.Add the field name which we got from step 1 as reference field after clicking the

“Reference Fields” buon.



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Also enable the columns your descriptive flexfield can use as segment columns by clicking the

“Column” buon, if any.

4. Navigate to System Administrator Responsibility->Application->Flexfield-> Descriptive-> Segments

and query the application and title.Enter the reference field value and enable the “Synchronize withReference Field” option.

Also add context field values and their segment values.In our example the context field values are the

Category Codes.


Below screenshot shows the segment values of some context fields.


5. Then Freeze the flexfield and compile.


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Now navigate to the Assets Workbench form.After selecting the Category, click on the DFF to enteradditional details.


Printer Setup


Oracle Applications provides you with predefined printer types, print styles, and printer drivers.Whenyou register a printer with Oracle Applications, you identify the printer by its operating system name,and assign it a printer type.

(hps://govoracleapps.files.wordpress.com/2013/10/pr1.jpg)

Printer Types=>You must define any printer types (i.e., manufacturer and model) used at yoursite.Also, for each print style you wish to output from a particular printer type, you need to assign to

the printer type a combination of a print style and a printer driver.

Print Styles=>To generate a report, the print style values for columns and rows are passed by theconcurrent manager to Oracle Reports. A print style determines the dimensions of your report, or the:Number of lines per page (number of rows or page height).


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Width of each line (number of columns or page width).

Printer Drivers=>A printer driver includes the initialization and reset strings that format and restart aprinter. You need a defined printer driver for each print style that you plan to use with a specific

printer type, on a specific platform.

Many printers can be registered as a particular printer type.A printer type can support multiple printstyles.A printer driver must be assigned to a printer type for each print style.

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Steps to Configure Printer

1. Firstly the Printer should be defined at Unix OS level.Printer status can be checked at Unix level byusing the following command:lpstat -a

2. Define the printer Driver by navigating to System Administrator responsibility->Install-> Printer->Driver

3. Define the printer Style by navigating to System Administrator responsibility->Install-> Printer->Style

3. Define the printer Type by navigating to System Administrator responsibility->Install-> Printer->Type

4. Register the printer by navigating to System Administrator responsibility->Install-> Printer-> Register

Note: Bouncing of concurrent manager is required to reflect changes.


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Printer Setup with Pasta

Pasta is an Oracle E-Business Suite utility that converts text report files to PostScript and also enablesthe printing of custom PostScript reports from Oracle E-Business Suite. The reports can then bedirected to any PostScript printer.

Seing up your system to use Pasta is much simpler than the standard Oracle E-Business Suite printersetup procedure. The Printer Type, Printer Driver, and SRW driver files are provided. The only setup

required to begin printing is the registration of the printer with Oracle E-Business Suite.

Many printing options can be defined using the Pasta configuration file (pasta.cfg).Pasta is provided asan executable named FNDPSTAX.

Steps:

1. Enter your printer’s name as defined in the operating system and applications.

2. Select “–Pasta Universal Printer” from the list of values for the printer Type.

Tables:

FND_PRINTERFND_PRINTER_INFORMATIONFND_PRINTER_STYLESFND_PRINTER_DRIVERS

Administer Folder Setup


A folder is a flexible entry.It displays a window in which you can choose the fields you want to see.Italso displays the location where each field appears in the window.Administer folders definitions can

be assigned either to a specific user or to a responsibility.The ownership of a folder also can bechanged.

Behaviour modes for Folder assignment are:

No restrictions – End user can perform all folder functions.Restrict fields and folder functions – End user cannot perform any folder functions. When useropens a folder in restricted mode, all folder functionality is disabled.This is “Restricted Mode”.

Steps to setup Administer Folder

1. We are going to create a folder for Invoice Workbench to display all Standard invoices for “VisionOperations” Operating Unit.Navigate to Payable Manager->Invoices->Entry->Invoices and Query records with Invoice type as“Standard” and Operating Unit as “Vision Operations”2. If you want to add additional fields to the workbench,click Folder->Show Field and add thefields.Here we are adding “Payment Amount” field.


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Additional field can be also added using the folder tool->Show Field


3. Now click on Folder->Save As4. Enter the Folder Name and check Public & Include Query Option,then click Okay.(Click “Showquery to see the query”)


5. Navigate to System administrator->Application->Administer Folder

6. Select “Default Folder Assignments by User” option,enter username and click find.


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/2013/10/f3.jpg)

7. Enter the Folder Set,Folder Name and select behaviour mode


7. Navigate back to Payable Manager->Invoices->Entry->Invoices.It will prompt to show all records ofthis folder and on clicking yes,will show all the data.

Note:

If your system administrator sets the profile option “Folders: Allow Customization” to “No”, youcannot create or customize folders. So ensure its not set to “No”

Profiles



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0

Profiles are the changeable options which affect the way Oracle Application runs. It enables to linkresponsibility to operating unit and enables to change the behavior of the application process.

The profiles are of two types those are given below.

1. System Profiles

2. User Profiles

The Profile values can be set in 6 different levels. They are:

1. Site: This field displays the current value, if set, for all users at the installation site.2. Application: This field displays the current value, if set, for all users working under responsibilities

owned by the application identified in the Find Profile Values block.3. Responsibility: This field displays the current value, if set, for all users working under the

responsibility identified in the Find Profile Values block.4. User: This field displays the current value, if set, for the application user identified in the FindProfile Values block.

5. Server: This field displays the current value, if set, for the server identified in the Find Profile Values block.6. Organization: This field displays the current value, if set, for the organization identified in the FindProfile Values block.

Hierarchies:

There are three types of hierarchies for the system profiles. You can set profiles at different levels,using one of the three hierarchies. The three types of hierarchies are

1. Security: (Security type is most widely used):

Most profile options use the Security hierarchy. Seings in the user profile affect application usersacross one of four different levels. The different levels are: site level, application level, responsibilitylevel, and user level.



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2. Organization:

The second hierarchy type is the organization. Organization refers to the operating unit. There arethree levels in this hierarchy are site, organization, and user. The organization hierarchy type allowssystem administrators to set a profile option at the organization level, so that all users within thatorganization will use the same profile. Profiles using the organization type use the hierarchy site –

organization – user, where a user level option overrides the organization level option, which in turnoverrides the site level option.


3. Server:

The server hierarchy type is used when the system needs to determine the server on which the user’ssession is running. There are three levels in this hierarchy: site, server, and user. The seing of thisprofile option can differ for an internal server versus an external one. Profiles using the server type usethe hierarchy Site – Server – User, where a user level option overrides the server level option, whichfurther overrides the site level option. Example of a profile option using the Server hierarchy type isNode Trust Level or Application Object Library.


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Profile Definition

If you want profile option to provide a list of values (LOV) when the system administrator or user setsprofile options,follow below steps:

1. Navigate to Application Developer Responsibility->Profile

2. Enter the Name,Application and User Profile Name.Also select Hierarchy Level.

3. Select Hierarchy Type Access Level,

Visible – Indicate whether your system administrator can see your profile option while seing userprofile option values for the specified profile level.Updatable – Indicate whether your system administrator can change the value of your profileoption while seing user profile option values for the profile level you select.

4. Also select User Access,

Visible – Indicate whether your end users can see and query this profile option in their personal

profiles.Updatable – Indicate whether your end users can change the value of this profile option using their

Profile Values window.

5. In SQL Validation field, enter the SQL validation query. The basic syntax for that is

SQL="SQL select statement"COLUMN="column1(length), column2(length),..."[TITLE="{title text|*application shortname:message name}"][HEADING="{heading1(length), heading2(length),...

|*application shortname:message name|N}"]

To validate your user profile option, select the profile option value into the fields :

PROFILE_OPTION_VALUE and :VISIBLE_OPTION_VALUE.


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COLUMN:Lists the names of columns (or column aliases) you want to display in your LOVwindow, the order in which to display them, and their display widths.Column aliases cannot belonger than 30 characters.You can specify a dynamic width column by placing an asterisk instead ofa number in the parentheses following the column name.

Eg: COLUMN=”Department(20), LOCATION(*)”

TITLE:Text you want to display centered and highlighted on the top line of your LOV window. The

default is no title.

HEADING:Lets you specify a list of column headings and column widths, separated by spaces orcommas. There should be one heading in the HEADING=”…” parameter for each column in theCOLUMN=”…” parameter. Specify column widths as numbers in parentheses following thecolumn name, or as an asterisk in parenthesis for a dynamic column width. Column widths youspecify in the HEADING =”…” parameter override columns widths you specify in theCOLUMN=”…”

3. If you want to include spaces in your column aliases, you must put a backslash and double quotes

both before and after the column alias, so that the LOV routine recognizes the double quotes as realdouble quotes, rather than the end of your parameter.

4. If Oracle Application Object Library cannot successfully perform your validation, it does not displayyour profile option the user queries profiles options. If the profile option Utilities:Diagnostics is No,then no error messages appear either.

Example:

SQL=”SELECT MEANING \”Test Value\”, LOOKUP_CODE \”Lookup Code\”into :visible_option_value, :profile_option_valuefrom fnd_lookupswhere lookup_type = ‘YES_NOʹ”COLUMN=”\”Test Value\”(5), \”Lookup Code\”(5)”TITLE=”*FND:Testing”HEADING=”\”Test Value\”(5), \”Lookup Code\”(5)”


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(hps://govoracleapps.files.wordpress.com/2013/10/profile.jpg)

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Dependent Profiles:

An example of Dependent profile is Set of Books/Ledger.By Seing the GL Set of Books Name or GLLedger Name, GL Set of Books ID or GL Ledger ID is automatically set.This is done through the SQLValidation query in profile definition.

Example:

SQL=”select NAME \”GL Ledger Name\”,NAME,LEDGER_ID, ‘GL_SET_OF_BKS_ID’,IMPLICIT_ACCESS_SET_ID, ‘GL_ACCESS_SET_ID’into :visible_option_value, :profile_option_value,

:derived_value, :derived_name,:derived_value2, :derived_name2from gl_ledgers where object_type_code=’L’and nvl(complete_flag,’Y’) = ‘Y’

order by upper(NAME)”


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COLUMN=”\”GL Ledger Name\”(30)”

In this, profile name “GL_SET_OF_BKS_ID” is assigned to “:derived_name” and Ledger Id (fromgl_ledgers table) is assigned to “:derived_value”.So the Ledger Id is automatically generated onceLedger name is set.

(hps://govoracleapps.files.wordpress.com/2013/10/profile3.jpg)

Mandatory profiles for Multi Org

Posted: July 20, 2013 in System Admin

0HR:User Type

It limits field access on windows shared between Oracle Human Resources and Oracle Payroll. Its setat responsibility level.Below values can be assigned

HR UserHR with Payroll UserPayroll User

If you do not use Oracle Payroll, it must be set to HR User.

HR: Security Profile

It restricts access to the organization, positions and payrolls defined in the security profile. This optionis predefined at Site Level with the view-all security profile created for the Setup Business Group.

If you use Standard HRMS security you must set up the HR: Security Profile profile option for each

responsibility.

If you use Security Groups Enabled security, you must not set up the HR: Security Profile profileoption. This is set up automatically when you assign security profiles using the Assign Security Profilewindow.

HR:Business Group

This profile option determines the business group linked to a responsibility. The Setup Business Group

is defaulted at Site level.

If you use Standard HRMS security this option is automatically set up when you enter the HR: Security


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Profile profile option, except in cases where you are using a global security profile (that is, a securityprofile that does not specify a business group). In this case, you must specifically set up this option foreach responsibility.

MO: Security Profile

Assign this profile option to a responsibility,so that a user with this responsibility can access multiple

operating units.

After you define your security profiles and run the Security List Maintenance program, you canassign them to responsibilities or users using the MO: Security Profile profile option. If you set theMO: Security Profile profile option, you can also set the MO: Default Operating Unit profile option to

specify a default operating unit.

If the MO: Security Profile is set, then the MO: Operating Unit profile is ignored.

MO: Operating Unit

Assign this profile option to an application responsibility, so that user with this responsibility can

access one operating unit.

MO: Default Operating Unit

Use this profile option to specify a default operating unit from the list of operating units assigned toyour responsibility through the MO: Operating Unit or MO: Security Profile.

Note: If the MO: Operating Unit is set or you have assigned only one operating unit in the MO:Security Profile profile option, then that single operating unit will be your default operating unit.

GL: Data Access Set

Oracle General Ledger uses the GL: Data Access Set profile option to determine the ledgers you have

access to. If you want users to access different ledgers for different operating units from the sameresponsibility, you should define a data access set and then assign it to the GL: Data Access Set profile

option for each General Ledger responsibility. You can group multiple ledgers that share the samechart of accounts, calendar, and period type in a data access set or a ledger set

GL Ledger Name & GL Ledger ID

This profile is for assigning the Ledger to a responsibility. This profile option controls the ledger that

each subledger will use for transaction processing.The ledger assigned to the GL Ledger Name profileoption will automatically be assigned to the GL: Data Access Set profile option.

GL Set of Books Name & GL Set of Books ID

This profile is for assigning the set of books to a responsibility

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