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Customizing the Account Generator

If you need to customize your application's default Account Generator, you should complete the following steps:

Step 1. Prerequisite: Define your Accounting Flexfield structure(s) completely.

Step 2. Determine the characteristics of the Accounting Flexfield combination you want the Account Generator to construct (determine how the resulting flexfield combination should be populated).

Step 3. Work backwards from your resulting Accounting Flexfield combination to determine what values you need and how to obtain them.

Step 4. Specify additional attributes or functions you need, if any, and their properties, within the Oracle Workflow Navigator window.

Step 5. If necessary, modify the default Account Generator process(es) in the Oracle Workflow Process window. Alternatively, you could create a new process entirely. Which approach you take depends on the extent of your modifications. If you are making minor changes, such as changing an attribute to a function activity within a process, you can modify the Account Generator process directly. If you need major customizations, such as adding or deleting function activities, you may want to create a new process. If you are modifying a process that Oracle supplies, you should make a backup of the .wft file.

Warning: If you have upgraded from FlexBuilder in Release 10, you should not modify the Generate Account using FlexBuilder Rules process in any way, nor modify the PL/SQL functions. Oracle does not support modifications to this process. If you used FlexBuilder in Release 10 and now would like to add customizations beyond what you had in FlexBuilder, you should start from the default Account Generator process.

Attention: If you have modified the default Account Generator process directly, you should ensure that your customizations are not overwritten when you upgrade to a future release. For more information, see: Overview of Oracle Workflow Protection, Oracle Workflow Guide: page ; and Creating Process Definitions in Oracle Workflow Builder, Oracle Workflow Guide: page .

Step 6. Test your Account Generator process, as outlined in your Oracle [Product] User's Guide. Determine if you get the expected resulting Accounting Flexfield combination.

Step 7. Assign the appropriate process to your Accounting Flexfield structure in the Account Generator Process window in Oracle Applications.


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