Download - FlexFields Concepts-Item Category Sets
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FlexFields Conceptspractical
Item Category Flexfield Structure
This flexfield supports multiple segment structures for the Item categories. For example, wemight need one of our category sets to use 2 segments to define the category and the other
category sets to use only 1 segment.Let us take practical example to clarify it further. Suppose we want to categorize based on the
processors they are having and whether they are laptop and desktop.For this, we will define two segments(For more details on segment and value set, visit:http://rachitappslearn.blogspot.in/2012/10/flex-
fields-concepts-theory.html )
Segment Value set Values
Segment1 ra_valueset1 Laptop, desktop
Segment2 ra_valueset2 i3,i5, i7
And also, we have these restrictions that desktop will take only i3 and laptop can take one of i3,
i5, i7.
Step 1: Defining value sets
Go to System AdministratorApplication-->Validation-->setCreating ra_valueset1 and ra_valueset2 (I am using the ra as prefix, you can use short form of
your name, this way it is easy to track the data you have created)
Enter name as ra_valueset1
Enter DescriptionChoose data type
Choose max sizeSave
Repeat the same for ra_valueset2
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Step 2:Define Flex Structure and Compiling
Go to System Administrator-->Application-->Flexfield-->Key-->Segments
Run the blank query with % in the Application field.Now Tab to Flexfield title field and press
the down arrow key until you find the Item categoriesNow add the new structure ra_test_structure. Add a title and description to it
Click on the Segments
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Enter a name for your first segment and associate a value set ra_valueset1
Enter a name for your 2nd segment and associate a value set ra_valueset2
SaveClose the window
On Key Flexfield Segments window, check the box Freeze Flexfield Definition and then compile
it
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Step 3: Enter possible Values for each segment
Go to System Administrator-->Application-->Flexfield-->Key-->Values
Check the box Value set in Find values By
Enter a name ra_valueset1Click the Find
Add the values Desktop and LaptopSave
Similarly, Add the values i3,i5,i7 in ra_valueset2
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Step 4: Define Category Codes (Categories)
Change responsibility to Inventory Vision Operations, USA
Go to Setup -->Item --> Categories --> Category Codes
Look for ra_test_structureAdd categories. when you try to add the categories, it shows you the 2 segments: system and
processor and the possible values you can choose for these segments.
You can either add all the 6 combinations or the combinations you want to use for the items.
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Step 5: Define Category Sets
Go to Setup -->Item --> Categories -->Categorysets
Enter name as ra_test1Choose flex structure as ra_test_structureControlled at Master Level. If you select Master, Items assigned to this category set must have
same category names in different organization.
Note: system will not allow us to choose Desktop.i5 category as it is not defined incategorycodes
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Step 6: Assigning items to category codes
Go to Item -->Master items
Find Any item you have created or take any item by searching a blank query.
Entered item as Test_EndA
Go to Tools-->CategoriesAdd categoryset and and category items
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Note: As we have defined the category sets at master level, so don't got for organizationalStep 7: Listing items belonging to particular category
View-->Requests
Submit a new request
Choose the report names Item Categories ReportEnter the parameter ra_test1 in Category set field
Click Ok
View output
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