flexfields concepts-item category sets

8/13/2019 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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flexfields concepts-item category sets

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