1. Administering and Working with Oracle Enterprise Data Management Cloud
  2. Administration
  3. Working with Oracle Financials Cloud General Ledger Applications
  4. Registering Oracle Financials Cloud General Ledger Applications
  5. Registering Segments and Trees

Registering Segments and Trees

Use these steps to register segments and trees for Oracle Financials Cloud applications.

Registering Segments

To register segments:

  1. In Add Segments, click Add.
  2. Enter the Value Set Code for the segment, and optionally, the Description.
  3. Select the check box next to Natural Account Segment if this segment is used as the natural account in a chart of accounts.
  4. In Value Type, specify if the values in the value set are text or numeric.
  5. Enter the Maximum Character Length for the values in the value set, and click Next.
  6. Perform an action, based on the value type that you selected in step 4:
    • For text value types:
      1. Enter a minimum and maximum value for the values in the value set. You can enter alphanumeric or numeric values. For example, if you enter XXXXX in the minimum field and 99999 in the maximum field, users can enter values starting with X, Y, or Z, or any numeric value up to 99999.
      2. Select Upper Case if the value set values must contain only capital letters.
      3. Select Zero Fill to specify that the value must have as many characters as the maximum character length.

        For example, if the maximum character length is 5 and a user enters a value of AAA, if zero fill is enabled the system indicates that the user must modify the value to contain five characters (such as 00AAA). If zero fill is not enabled, the system will accept the value as entered.

    • For numeric value types, enter minimum and maximum values for the values in the value set.

      Note:

      Zero Fill is enforced automatically for numeric value types. If the maximum character length is 4 and a user enters 222, the system indicates that the user must modify the value to contain four characters (such as 0222).

      If you do not want to enforce Zero Fill on a numeric value, you can change the value type to text and enter numeric minimum and maximum values. This enforces that users enter numeric values but does not enforce zero fill on those values.

  7. Click Next.

Adding Context Sensitive Descriptive Flexfields

Context-sensitive descriptive flexfields enable you to capture additional attributes about segment values for specific segments only. The procedure for adding a context-sensitive descriptive flexfield to a segment is similar to adding a global descriptive flexfield, with these differences:

  • Context-sensitive descriptive flexfields can be reused for more than one segment. If a context-sensitive descriptive flexfield applies to more than one segment, you must add it to each segment to which it applies.
  • The properties associated with context-sensitive flexfields can also be reused. Unlike global descriptive flexfields, when you select a property to associate with a context-sensitive flexfield, that value does not get removed from the Property drop down menu and you can select it again for a different context-sensitive flexfield.

See Adding Global Descriptive Flexfields.

Registering Trees

Next, you define the trees for the segment. Trees consist of tree codes and tree version names. Each tree code can have multiple tree versions.

Note:

You do not have to enter a tree for a segment. If you do not enter at least one tree for a segment, when you export the segment the GLSegmentHierInterface.csv file containing hierarchy data will not be generated. See Exporting Oracle Financials Cloud General Ledger Dimensions.

To define trees for the segment:

  1. Click Add.
  2. Enter the Tree Code and the Tree Version Name.
  3. Enter the starting and ending dates for the version, and click Next.

    Note:

    The ending date must be equal to or later than the starting date.
  4. Optional: Select Allow Duplicate Nodes to permit shared nodes within the tree that you are adding. For trees that are being added, the value of this field defaults to the setting at the application level (see Registering Oracle Financials Cloud General Ledger Applications), but it can be overridden at the tree level. For existing trees, the value is read from the Allow Shared Nodes setting on the hierarchy set. See Inspecting a Hierarchy Set.
  5. To continue adding tree codes and version names, click Add. Otherwise, click Next to return to Add Segments.
  6. To continue adding segments, click Add. Otherwise, click Next to continue registration. See Adding, Modifying, or Removing Financial Categories.