1 / 22

Getting the Most from Your Flexfields

Getting the Most from Your Flexfields. Presented by: Dorothy Sheets FMT Systems Inc. MOUS Livonia, MI September 2009. Agenda. Introduction What’s the big deal about flexfields? What’s a flexfield, anyway? Flexfield design (psychology) What to put in & what to leave out

erno
Télécharger la présentation

Getting the Most from Your Flexfields

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Getting the Most from Your Flexfields Presented by: Dorothy Sheets FMT Systems Inc. MOUS Livonia, MI September 2009

  2. Agenda • Introduction • What’s the big deal about flexfields? • What’s a flexfield, anyway? • Flexfield design (psychology) • What to put in & what to leave out • Flexfield design (physiology) • Value sets, structure & valid segment values • Cross validation & flexfield security rules • Wrap Up Dorothy Sheets, FMT Systems Inc.

  3. Introduction • Dorothy Sheets, FMT Systems Inc. • 16 years experience with Oracle applications • Implementing • Teaching • Selling Dorothy Sheets, FMT Systems Inc.

  4. What’s the big deal about flexfields? • Company X – 17 segment accounting flexfield • Everything but the kitchen sink • Unwieldy • Very time consuming data entry • No aliases or shortcuts • Way too much information to enter & analyze! Dorothy Sheets, FMT Systems Inc.

  5. What’s a flexfield, anyway? • Important feature of Oracle applications • One size does NOT fit all! • You configure according to your business needs • Protected during upgrades Dorothy Sheets, FMT Systems Inc.

  6. Key vs. descriptive flexfields • Key flexfield examples • General ledger: accounting flexfield • Assets: asset key, category, location flexfields • Inventory: system item flexfield • Descriptive flexfield examples • Global: journal entry lines example • Context sensitive: asset category example Dorothy Sheets, FMT Systems Inc.

  7. Flexfield design (psychology) • What to put in • What to leave out • What’s typical • Other considerations Dorothy Sheets, FMT Systems Inc.

  8. What to put in? • Decision process can be challenging & political • Examine existing system for clues • What do you need that you do not currently have? • Example: budget centers Dorothy Sheets, FMT Systems Inc.

  9. What to leave out? • Decision process can be challenging & political • Examine existing system for clues • What do you have that you do not currently need? • Example: sub departments Dorothy Sheets, FMT Systems Inc.

  10. What’s typical? • It depends… • When was Oracle implemented? • Typical then is not typical now • Experience with AFF ranges: • From as few as 3 segments • To as many as 17 segments • Typical today is about 5-7 segments Dorothy Sheets, FMT Systems Inc.

  11. Other considerations • Consider all modules implemented • Don’t just think about general ledger • What’s fine for GL may cause data entry issues in AP • What’s fine for controlling inventory items may cause hassles with shipping them Dorothy Sheets, FMT Systems Inc.

  12. Flexfield design (physiology) • Value sets • Segment structure & segments • Valid segment values • Cross validation rules • Flexfield security rules Dorothy Sheets, FMT Systems Inc.

  13. Value sets: security, format & validation Dorothy Sheets, FMT Systems Inc.

  14. Segment structure: order Dorothy Sheets, FMT Systems Inc.

  15. Segments: appearance Dorothy Sheets, FMT Systems Inc.

  16. Segments: qualifiers Dorothy Sheets, FMT Systems Inc.

  17. Valid segment values: company, cost center & account Dorothy Sheets, FMT Systems Inc.

  18. Cross validation rules: combinations of segment data Dorothy Sheets, FMT Systems Inc.

  19. Flexfield security rules: definewho can access what Dorothy Sheets, FMT Systems Inc.

  20. Flexfield security rules: assign who can access what Dorothy Sheets, FMT Systems Inc.

  21. Wrap up • We hope this presentation has give you some insight into: • Flexfield design psychology • Flexfield design physiology • “Getting the most from your flexfields” • Questions??? Dorothy Sheets, FMT Systems Inc.

  22. We are . . . Integrating people, processes, and technology!™ THANK YOU! Dorothy Sheets, FMT Systems Inc.

More Related