Example of a Set-Enabled Lookup
Creating a new set-enabled lookup is similar to creating a standard lookup with the addition of specifying a reference data set determinant for the lookup codes.
The reference data set for a set-enabled lookup code is part of its foreign key. This is unlike other set-enabled entities. Use the Manage Set Assignments task to define and manage reference data set assignments. Note that you can create or edit lookup codes only if the configuration level for that lookup type supports it.
Selecting a Reference Group for a Set-Enabled Lookup Type
Specify a reference group for a set-enabled lookup type to indicate which reference data set assignments are available for its lookup codes. For example a COLORS lookup type might be set-enabled for a Countries reference group that includes the US and EU reference data set assignments.
Selecting a Reference Data Set for a Set-Enabled Lookup
The reference data set determines which lookup code is included in the list of values. For example, there are two references data sets - one for the US and the other for EU. If a COLORS lookup type contains RED, YELLOW, ORANGE, and GREEN lookup codes, you can enable one RED lookup code from the US reference data set and another RED lookup from the EU reference data, each lookup code having different meanings.
The following table elaborates the example, how these two reference data sets (US and EU) contain one lookup code that's common, but each differing in its lookup meaning.
|
Reference Data Set |
Lookup Code |
Lookup Meaning |
|---|---|---|
|
US |
RED |
Red |
|
US |
YELLOW |
Yellow |
|
US |
GREEN |
Green |
|
EU |
RED |
Rouge |
|
EU |
ORANGE |
Orange |
Some lookup codes may be unique to one or another reference data set as the ORANGE lookup is to the EU reference data set in the example.
In another example in the following table, a lookup type called HOLD_REASON provides a list of reasons for putting a contract renewal on hold. Reference data sets determine which codes are included in the Hold Reason list of values.
|
Reference Data Set |
Lookup Code |
Lookup Meaning |
|---|---|---|
|
US |
SEC |
SEC Compliance Review |
|
US |
DIR |
Needs Director's Approval |
|
US |
VP |
Needs Vice President's Approval |
|
CHINA |
CSRC |
Pending China Securities Regulatory Commission Review |
|
CHINA |
PR |
Needs President's Approval |
|
COMMON |
REQUESTED |
Customer Request |
Referring to the example in the table, when end-users place a contract on hold in the US business unit, the three reason codes in the US set are available. When placing a contract on hold in the China business unit, the two codes in the China set are available.