Defining Descriptive Flexfields for General Ledger
Use descriptive flexfields to tailor General Ledger to fit your unique information needs. For example, you may want to collect additional information on budget organizations, such as the manager and the size of the organization. You can even define context-sensitive flexfields that prompt you for additional information based on your previous entries. For example, if you classify the budget organization as a large organization, your descriptive flexfield could ask for the name and telephone number of the controller of the organization.
To define a descriptive flexfield for General Ledger:
1. Define a value set for each of the segments that you want to include. You can use a value set that you included in your account structure.
You can define your descriptive flexfield to have global and context-sensitive segments. Global segments collect the same information all of the time, while context-sensitive segments collect different information depending on the situation.
2. Choose the form and window where you want to enter additional information. General Ledger lets you define a unique descriptive flexfield for virtually any window of any form.
3. Define a list of values or acceptable choices for your descriptive flexfield segments. You can define descriptive flexfield segments that allow any entered values or segments that allow only certain values.
- The Journals - Captured Information descriptive flexfield is context sensitive, based on the natural account segment value of the account in your journal entry line. Define this descriptive flexfield with the following values:
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| Field Name
| Value
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| Prompt
| Account Number
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| Value Required
| Yes
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| Default Value
| (leave blank)
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| Override Allowed
| No
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| Reference Field
| CONTEXT3
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Define context field values that match your natural account segment values, and define context-sensitive segments that will capture the desired information based on the natural account segment value you enter in the journal entry line. You can define up to ten segments for each context field value, less any global segments you define.
See Also
Entering Journal Lines
Planning Your Descriptive Flexfields
Descriptive Flexfield Concepts
