Overview of Lookup Types

Lookup types in the applications provide the lists of values in application fields that are drop-down lists.

For example, when closing an opportunity, salespeople can pick a reason that an opportunity was won or lost from the Win/Loss Reason field, which is a drop-down list. The values in that list are derived from the lookup type, MOO_WIN_LOSS_REASON, which has several potential values known as lookups, each with its own unique lookup code and a meaning that displays in the UI.

Configuring Lookup Types

You can configure many lookup types to fit your business needs. The level at which a lookup type is extensible determines whether the lookups in that lookup type can be edited. The levels are: User, Extensible, and System.

This table shows which lookup management tasks are allowed at each level:

Allowed Task	User	Extensible	System
Deleting a lookup type	Yes	No	No
Inserting new codes	Yes	Yes	No
Changing the wording that displays on the page (Meaning field)	Yes	Yes	Yes
Updating start date, end date, and enabled fields	Yes	Yes, only if the code isn't predefined data	No
Deleting codes	Yes	Yes, only if the code isn't predefined data	No
Updating tags	Yes	No	No
Updating module	Yes	No	No

If a product depends on a lookup type, the configuration level must be System or Extensible to prevent deletion. After the configuration level is set for a lookup type, it can't be modified. The configuration level for lookup types created using the Define Lookups page is by default set at User level.

Sales Lookup Types

You find lookup types by accessing the associated task in the Sales offering in the Setup and Maintenance work area. Here are some of the common sales lookup tasks or task lists:

To access sales lookup types:

1. Sign in as a setup user and navigate to the Setup and Maintenance work area.

2. In Setup and Maintenance, go to the Sales offering.

3. In the list of functional areas, click the area where the lookup appears. See the list at the end of this procedure for more information.

   A list of tasks for the area is displayed.

4. In the list of tasks, click the lookups task.

5. In the lookup types page, modify the lookup type as needed.

Here are the Sales lookup type tasks and the functional areas where they appear:

• Sales Foundation functional area:

  • Manage Geography Lookups

  • Manage Applications Core Standard Lookups

  • Manage Activity Standard Lookups

• Users and Security functional area:

  • Manage Resource Role Lookups

  • Manage Resource Lookups

• Accounts and Contracts functional area

  • Manage Group Lookups

  • Manage Source System Lookups

  • Manage Hierarchy Lookups

  • Manage Trading Community Common Lookups

  • Manage Party Usage Lookups

  • Manage Relationship Lookups

  • Manage Contact Point Lookups

  • Manage Trading Community Organization Lookups

  • Manage Trading Community Location Lookups

  • Manage Trading Community Person Lookups

  • Manage Contact Lookups

  • Manage Customer Account Lookups

  • Manage Customer Center Lookups

• Sales Catalog and Products functional area:

  • Manage Product Group Lookups

• Leads functional area:

  • Manage Sales Lead Standard Lookups

  • Manage Set Enabled Lookups

• Opportunities functional area:

  • Manage Set Enabled Lookups

• Territories functional area:

  • Manage Territory Management Non-extensible Lookups

• Business Plans functional area:

  • Manage Business Plan Non-extensible Lookups

  • Manage Objectives Non-extensible Lookups

• Partners functional area:

  • Manage Partner Lookups

Set-Enabled Lookup Types

Several applications support lookup types at the reference set level, allowing you to present different lists of values for different business units. You can find these in the Manage Set Enabled Lookups task within the functional area that supports these lookup types.