Friday, 19 June 2015

How to enable DFF on Customer form

Background:
We got a requirement to add 2 fields on the customer page. This article explains how to add DFF segments on the Customer form.

Solution:

1. Create Value Set First or User Standard Value Set



2. First find the DFF that is attached to the Customer form.

Application Developer > Flexfield > Descriptive > Register
Query for Table Name: HZ_CUST_ACCOUNTS


Make a note of Title. This is the DFF that is attached to the Customer form.

3.  Application Developer > Flexfield > Descriptive > Segments
Query for Title: Customer Information > Uncheck Freeze Flexfield Definition > Save


4. Click on Segments to add new field(s) and to map with ATTRIBUTE column(s)
Here i have added  Owner Name, CRMCustomerID > Finally Save


5. Click on Name and click Open button to make the field Mandatory/Non Mandatory


6. check Freeze Flexfield Definition [Reversal of Step-2]

7. Open Customer form to see the DFF fields added.
Receivables Manager > Customers > Customers
In the Simple Search, Select Customer Name > Go 



At the Header level click on Details



Now you can see the field (DFF) we have just added at the Header level!