Descriptive Flex Fields

Descriptive Flexfields are user configurable fields that can be used for storing additional information
For example, an additional reference number for the payment like Journal Header, Journal lines, Invoice
Headers and Bank Accounts so on.
Descriptive Flexfields can be used for;
a. Searching the Objects, like payments. For Optimising the searches this will help us.
b. Deriving Accounting based on Descriptive Flexfields Values by modifying your SLA Setup
Important:
Descriptive Flexfields is a common functionality that can be used across applications
In this demonstration, we are looking at Descriptive Flexfields in the context of Fusion Payments
We have two types of Descriptive Flex fields. They are
1. Global Segments
2. Context Sensitive Segments
Global Segments:
Global Segments are Static Fields. They are always visible, irrespective of the context value selected
and do not depend on the context value selected. You can have multiple Global Segments on
particular form
Context Sensitive Segments:
Context Sensitive Segments are Dynamic fields. The fields that appear depend upon the context value
selected for the context segment.
You can only have one context segment for a particular form.
For context segment, you can have multiple context values.
For each context value, you can have multiple context value segments
Scenario: You need to enter the following additional information on your payments
S.No Fields Name Visibility Segment Type

1 Name of the Supplier Contract Always Visible Global Segment

2 Supplier Contract Identifier Always Visible Global Segment
Always Visible-
Determines which
Supplier Site Context Segment
context is sensitive fields
are shown
a If Supplier Type is "Government"
Contract Reference Number
Whether the Payment is under dispute-
Y/N
Visibility depends upon
b If Supplier Type is "Foreign" Context Sensitive
the selected context
Import Reference Number Segments
value
Whether the Payment is reported by the
Supplier-Y/N
c If Supplier Type is "Other'
No further information required

Setups for Global Segments

1. Navigate to Desired Descriptive Flexfields
2. Create Global Segment
3. Create Value Sets
4. Deploy Flexfields

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 Setups for Context Sensitive Segments
1. Navigate to Desired Descriptive Flexfields
2. Rename Context Prompt
3. Create Context Values
4. Create Context Sensitive Segments for each Context value
5. Create Value Set Values for Context Sensitive Segments
6. Review and Deploy Flexfields
7. Define Value Set Values
Enter Payments
Verification
 Navigate to Payments
 Search using Descriptive Flex fields

Setups for Global Segments:

1. Navigate to desired Descriptive Flexfields

Search for the “Manage Payables Descriptive Flexfields” and click on Task

Search for the task “Manage Payables Descriptive Flexfields”. Click on the same and click on search

Here we have all the Descriptive Flexfields which are available for Payables

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 Select the Payment Information and Click on Edit

2. Create Global Segments

At first, we will setup the Global Segments. Click on + to create

Give the Name for your segment and create the value set

Click Save, save and Close

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 Provide the details of Prompt and Display Type, here we setup the text which users wanted to see.

Click on save, save and Close

Create another Global Segment

Click on Create Value Set

3. Create Value Set

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 Create Value set as Supplier Contact Identifier and click and Save and Close.

Set up the text that you want users to see, Review the form and save and close.

Click on Save and Close.

Click on save and close.

4. Deploy the Flexfields

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 Select the Flex field and click on Save and Close

Deployment completed successfully. Click on OK

Setups for Context Sensitive Segments:

1. Navigate to desired Descriptive Flexfields

Search for the “Manage Payables Descriptive Flexfields” and click on Task

Click on the same and click on search

Here we have all the Descriptive Flexfields which are available for Payables, select the Payment
Information and Click on Edit.

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 You can setup the prompt as Context Segment here, for our prompt context segment is Supplier Type

Click on Save and Close

Create Context Value

Click on Manage Contexts

Click on Search

Click on + to create your own context value

Provide the details ae per the requirement and check the enable option and click Save and Close

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 Click on + to define the Context sensitive segments for this context

If the supplier type is government, we should be able to enter a contract reference Id and whether the
payment is under litigation

Provide the details and choose Data Type as Character and click on create Value Set

Provide the details and choose the parameters based on the requirement and click on Save and Close

Now Scroll down and check the form, if you want you can change the prompt.

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 Click on Save and Close

Click on + to create another Context Sensitive segment for Context

`
Provide the details and Click on Save and Close

Provide the details, since it is not a free form type select the Validation Type as Independent and click
on save and close

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 Scroll down and edit the prompt as Payment Under Dispute ? and Select the display type as Drop down
list

Click on Save and Close and again click on save and close

Click on + to create the second context.

Provide the details and click on save and close

Click on + to create the context sensitive segment for the context

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 Provide the details as per the requirement and click on create Value Set

Provide the details and click on save and close

If you want to modify the Prompt you can do the

click on save and close

Let Us define the second Context Segment

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 Click on + to create the Context Segment

Provide the details and click on Create Value Set

Provide the details and click on save and close

Click on + to create the third Context which is other

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 Provide the details and ensure the enabled check box is checked and click on save and close

If Supplier Type is Other we require no further information to be entered. Hence we are not creating
any context sensitive segments for the context value of other.

Ensure that all context segments which you have created are enabled

Click on Save and Close

Now scroll down you can see and review the context segments which you have created

Click on Save and Close

Review and Deploy the Flexfields

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 Click on Deploy Flex Field Ensure that the Deployment is completed Successfully

Click on OK

Before we proceed further, we need to define the values for those value sets for which the validation
type is Independent

Define Value Set Values

Go to Profile Options of the User >>> Click on Setup and Maintenance >>> Click on Task Pane >>> Click
on Search >>> Search for the task “Manage Value Sets”

Search for the task and click on same

Search the User Module Name as Payments and click on search

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 Select the Payment Application and click on OK

Search for the Validation Type as Independent and Click on search

Select the Value Set Disputed which we have created and click on Manage Values

Click on Search and make sure that there are no existing values

Click on + to add the values

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 Create the Values Yes and No, Ensure the Enabled check box is checked and Click on Save and Close

Create the values for other value sets also (for Dispute and Reportable)

Enter the Payments and verify the Descriptive Flex Fields

Navigator >>> Payables >>> Payments >>> Click on Tasks >>> Create Payment

Provide the details and click on Additional information to select our DFF

Now here you can see the Descriptive flex fields which we have created

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 Provide the details

Click on Add Invoices to Pay

Select the invoice and Click on Apply, Click on OK and Save and Close. Note the Payment Number

Verify or search the payment with the help of descriptive flex field

Here you can see the additional search parameter as Supplier Type and Payment Under Dispute which
we have created. If you need still more parameters you click on add fields.

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 This is the payment which we have created.

This is how Descriptive Flexfields are used to optimise the search and it’s a general functionality and can
be used across the various Applications

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