Define an Additional Segment in the Cost Collection Flexfield

The Cost Collection flexfield helps you to capture product-specific attributes on actual cost and commitment transactions.

The Project Costing descriptive flexfield captures a complete set of transaction attributes in source applications and displays them in Oracle Fusion Project Costing. The Cost Collection flexfield is available for use on pages such as the Manage Unprocessed Costs page from where you can create transactions, and on the various Create Costs ADFdi Excel spreadsheets. It is also displayed on purchase orders, supplier invoice distributions, and expense reports in source applications.

To define an additional segment in the Cost Collection flexfield:

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Standard Cost Collection Flexfield task.

2. Click the Manage Project Standard Cost Collection Flexfield link.

3. Use the Manage Project Standard Cost Collection Flexfield page to manage context sensitive segments. Select the Project Costing Details flexfield row.

4. Click the Edit icon.

5. In the Context Sensitive Segments section, expand the Context list.

6. Select the context for which you want to add the additional segment in the flexfield and view the context sensitive segments. To view this newly added segment in Project Costing you must also add this segment to the PJC: All context.

7. Select a user-defined attribute row, such as USER_DEF_ATTRIBUTE1, to define the context sensitive segment.

   Note: You must define context sensitive segments by using only the user-defined attributes and not reserved or other attributes, such as RESERVED_ATTRIBUTE1, EXPENDITURE_ITEM_DATE and so on.

8. Click Edit.

9. Use the Edit Segment page to specify the segment name, and define how it must be displayed and validated.

   Note: User-defined attributes for this flexfield support only character data type, which includes alphabets and numbers. However, you cannot use negative numbers or numbers with decimal values.

10. Optionally specify a description.

11. Select the Enabled check box to enable this segment.

12. Depending on how the segment must appear, for example as a list, associate an existing value set or create a value set for Oracle Fusion Project Costing and associate the value set to the segment.

13. In the Validation section select a value set.

14. Optionally make this a required field by selecting the Required check box.

    Note: To ensure that project attributes are entered for your transactions, you can mark the Project Number segment as a required field. This automatically makes the Task Number, Expenditure Type, Expenditure Organization, and Expenditure Item Date segments required for the context.

15. In the Initial Default section, specify the format of the default value for the segment, and the entity attribute from which the segment is derived.

16. In the Display Properties section, enter a value for Prompt which appears as the field label.

17. The Display Type field specifies how the segment appears. For example, you can specify the expense locations in a drop-down list.

    Select a value for Display Type such as Check Box, List of Values, or Text Area.

18. On the Edit Segment page, click Save and Close.

19. On the Edit Context page, note the created segment name so you can identify it in the transactional pages.

20. Repeat steps 7 through 19 for every additional context in which the new segment must appear.

21. After you define all the flexfields, click Save and Close.

22. You must deploy the Cost Collection flexfield to make it available for users while entering transactions. Click the Deploy Flexfield button on the Manage Project Standard Cost Collection Flexfield page.

23. You can now verify the segment you defined using the Cost Collection flexfield by creating a transaction from either the Manage Unprocessed Costs page or the various Create Costs ADFdi Excel spreadsheets.