Cascade Extensible Flexfields from Root Parents to Children for Configured Items

Use a new order management parameter to specify how to cascade the value in an extensible flexfield from a configured item's root parent line to its child lines. This feature will cascade values when you change a value on the parent's order line or when you create a new child line. You can specify whether to cascade the value to all child lines, or to not cascade at all.

Realize these benefits:

• Standardize how you cascade a flexfield's value. Streamline your order processing when you have a complex configuration.
• Reduce manual interventions and errors with your assemble-to-order and pick-to-order configured items, and with kits.
• Increase productivity. You can set up business rules that automatically preserve or adjust flexfield values and improve order management's accuracy and efficiency.

You might have a variety of requirements for how you cascade flexfield values from a parent configured item or kit to its children.

You might need to use the same flexfield value on the parent and children. In other scenarios, you might need a value on the parent that's different from the children, or you might need different values on each child. You can use the Cascade Values in Extensible Flexfields for Configured Items order management parameter to control this behavior when you:

• Create or revise a sales order
• Add a new order line in a revision

You can use this parameter with sales orders that you import through the Sales Orders for Order Hub REST API or FBDI with REST API, or that you manage on classic pages in the Order Management work area.

You can set the parameter to one of these values:

• All Child Lines
• No Child Lines

All Child Lines

This feature will cascade the flexfield from the root parent to all child lines, including options, option classes, and included items.

You can change or revise a child's flexfield to a value that's different from the parent. If you update the flexfield on the parent, then this feature will cascade to all children, and it will overwrite any values that you set directly on the child.

Order Management explodes the item's structure to determine what child items it needs, and then creates lines for those children. This feature will cascade the flexfield from the root parent to the children. If the parent has an empty value, then the feature will cascade that empty value from the parent to the child even if the child has a value.

If you reconfigure an item, and if that change creates a new child in the item's structure, then this feature will cascade the value from the root parent to the new child. For example, when you specify a new option. This feature applies the same behavior when you change the item's structure in the Product Information Management work area.

If you use the Order Management work area and the order is in Draft status, and if you specify the flexfield's value on the parent and click OK on the Additional Information dialog, then this feature will cascade that value to all children.

If you price the order in Oracle Pricing, and if you apply a coverage or subscription on the root parent, then the coverage item's structure will match the covered item's structure, and this feature will cascade the flexfield from the root parent's coverage or subscription to the child coverages.

No Child Lines

This feature won't cascade values from the root parent to the children when you create the order, save it, or revise it. You can have a different value for each child.

This feature applies the same pricing behavior that applies when you set the parameter to All Child Lines.

Examples

Assume your PTO model has this hierarchy:

Root Parent
  Option Class
    Option 1
    Option 2
  Child Item          
    Child Option Class    
     Child Option 1
     Child Option 2
  Included Item 1

You set the parameter to All Child Lines and import through REST API. You include the entire hierarchy in the REST payload and you include these flexfields:

Context	Segments
Quote	Quote Number Quote Date
Assembly Information	Assembly Code Assembly Location

The flexfield values on the children are different from the root parent. Also, you don't specify included items in REST because Order Management uses the structure from Product Information Management to explode the structure and add them for you.  Here's your payload:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent			87234	February 11, 2025	ASC	CA
Option Class			null	null	null	null
Option1			null	null	null	WA
Child Model			88001	March 02, 2025	REC	MA
Child Option Class			null	null	null	null
Child Option1			null	null	PPQ	null

Order Management adds the included item and applies the root parent's values to the children when it submits the sales order:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent	1	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Option Class	1.1	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Option1	1.1.1	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Child Model	1.2	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Child Option Class	1.2.1	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Child Option1	1.2.1.1	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Included Item1	1.3	Awaiting Shipping	87234	February 12, 2025	ASC	CA

Assume you import a revision. You update some of the root parent's flexfield values, select Option 2 instead of Option 1, and select Child Option 2 instead of Child Option 1. Also, you removed Included Item 1 and added Included Item 2 in the item structure in Product Information Management. Here's your payload:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent			null	null	null	NY
Option Class			87234	February 12, 2025	ASC	CA
Option 2			87234	February 12, 2025	ASC	WA
Child Model			88001	45718	REC	MA
Child Option Class			87234	February 12, 2025	ASC	CA
Child Option 2			87234	February 12, 2025	PPQ	CA
Included Item 2			87234	February 12, 2025	ASC	CA

You updated all four flexfield values on the root parent and sent different values for each child. This feature will cascade a modification that you make on the root parent to all children, so Order Management will submit this revision:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent	1	Awaiting Shipping	null	null	null	NY
Option Class	1.1	Awaiting Shipping	null	null	null	NY
Option 1	1.1.1	Canceled	null	null	null	NY
Option 2	1.1.2	Awaiting Shipping	null	null	null	NY
Child Model	1.2	Awaiting Shipping	null	null	null	NY
Child Option Class	1.2.1	Awaiting Shipping	null	null	null	NY
Child Option 1	1.2.1.1	Canceled	null	null	null	NY
Child Option 2	1.2.1.2	Awaiting Shipping	null	null	null	NY
Included Item 1	1.3	Canceled	null	null	null	NY
Included Item 2	1.4	Awaiting Shipping	null	null	null	NY

Assume you revise the order again. You update flexfield values on the children but not the root parent:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent			null	null	null	NY
Option Class			null	null	null	NY
Option 2			87321	February 10, 2025	null	null
Child Model			null	null	null	CA
Child Option Class			null	null	null	NY
Child Option 2			87964	February 21, 2025	RFD	null
Included Item 2			null	null	null	NY

Order Management will submit this revision:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent	1	Awaiting Shipping	null	null	null	NY
Option Class	1.1	Awaiting Shipping	null	null	null	NY
Option 1	1.1.1	Canceled	null	null	null	NY
Option 2	1.1.2	Awaiting Shipping	87321	February 10, 2025	null	null
Child Model	1.2	Awaiting Shipping	null	null	null	CA
Child Option Class	1.2.1	Awaiting Shipping	null	null	null	NY
Child Option 1	1.2.1.1	Canceled	null	null	null	NY
Child Option 2	1.2.1.2	Awaiting Shipping	87964	February 21, 2025	RFD	null
Included Item 1	1.3	Canceled	null	null	null	NY
Included Item 2	1.4	Awaiting Shipping	null	null	null	NY

Don't Cascade Values

Assume you set the parameter to No Child Lines and import these values:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent			87234	February 12, 2025	ASC	CA
Option Class			null	Null	null	null
Option 1			87329	February 15, 2025	RRT	OR
Child Model			87234	February 12, 2025	REC	MA
Child Option Class			null	Null	null	null
Child Option 1			null	Null	null	null

Order Management will submit this order:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent	1	Awaiting Shipping	87234	February 12, 2025	ASC	CA
Option Class	1.1	Awaiting Shipping	null	null	null	null
Option 1	1.1.1	Awaiting Shipping	87329	February 15, 2025	RRT	OR
Child Model	1.2	Awaiting Shipping	87234	February 12, 2025	REC	MA
Child Option Class	1.2.1	Awaiting Shipping	null	null	null	null
Child Option 1	1.2.1.1	Awaiting Shipping	null	null	null	null
Included Item 1	1.3	Awaiting Shipping	null	null	null	null

Assume you import a revision that updates a flexfield value on the root parent:

Item	Line	Status	Quote Number	Quote Date	Assembly Code	Assembly Location
Root Parent	1	NA	null	null	null	NY
Option Class	1.1	NA	null	null	null	null
Option 2	1.1.1	NA	87321	February 10, 2025	null	null
Child Model	1.2	NA	87234	February 15, 2025	REC	MA
Child Option Class	1.2.1	NA	null	null	null	null
Child Option 2	1.2.1.1	NA	null	null	RFD	null
Included Item 2	1.3	NA	null	null	null	null

This feature won't cascade any of the revised values. If you want to change values on the children, you must specify the value on each child line.

Steps to Enable

1. Go to the Setup and Maintenance work area, click Search > Tasks, then search for Manage Order Management Parameters.
2. Set the Cascade Parent Line Extensible Flexfield Values to Child Lines of a Model parameter, then save your changes.

Tips And Considerations

• You can set this parameter so it applies only to one business unit or to all business units.
• You can use an order management extension to override values but you can't use it with this parameter to cascade values.

Key Resources

• Manage Order Management Parameters

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Initiate Order (FOM_CREATE_ORDER_PRIV)
• View Orders (FOM_VIEW_ORDERS_PRIV)
• Revise Order (FOM_REVISE_ORDER_PRIV)