FND Flex Value Upload creates and updates the values in an Oracle value set – independent, dependent and translatable value sets – from Excel. You can add or edit values, set their enabled status and active dates, mark parent (summary) values and assign rollup groups, and add or remove the child value ranges that roll up under a parent.
When to use it
- Mass-load new values into an independent or dependent value set (for example new cost centre or account values).
- Enable or disable values, or set their active dates, in bulk.
- Maintain the translated display text and descriptions for translatable value sets.
- Mark parent (summary) values and assign rollup groups for hierarchy reporting.
- Add or remove child value ranges under parent values.
- Update the descriptive flexfield attributes on existing values.
Before you start
- Blitz Report is installed and you are signed in to a responsibility that can maintain value sets.
- The value set already exists – this upload maintains the values inside it, not the value set itself.
- For a dependent value set, the parent independent value already exists.
- For child ranges, the parent value is a summary value and the hierarchy or rollup group is defined on the value set.
Step 1 – Choose a mode, set the parameters and download
In Blitz Report, open FND Flex Value Upload, choose an Upload Mode (Create for an empty template, or Create, Update to download existing values), and set the parameters:
| Parameter | Purpose |
|---|---|
| Upload Mode | Create or Create, Update. Default is Create, Update. |
| Flex Value Set | The value set to load or maintain. |
| Flex Value Like | Optionally limit which existing values are downloaded by a wildcard. |
| Independent Value | For dependent value sets, restrict the download to the children of one parent value. |
Run the upload to download and open the Excel file. Each value row is automatically handled as a create or an update depending on whether the value already exists.
Step 2 – Enter or edit values
On each row enter the Flex Value Set and the Flex Value (and, for a dependent value set, the parent Independent Value). Set the Translated Value and Description, the Enabled flag and Start / End Date Active, and – for hierarchy reporting – mark Parent and choose a Rollup Group. Descriptive flexfield values go in the Value Category and Attribute columns.
Step 3 – Add or remove child ranges (optional)
On a parent value, enter a Child Range Low and Child Range High to add a range of child values that roll up under it. To remove a range, set Delete Range to Yes on that row. Delete Range removes only the child range – the parent value itself is never deleted.
Step 4 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation (for example, that a child range is entered only on a parent value and that both ends of the range are present), then saves the file. Correct anything it flags before continuing.
Step 5 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates or updates each value. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Created and updated value-set values, with their parent markings, rollup groups and child ranges.
- A result report listing every row with a status (success or error) and a message.
Common questions
Does this create the value set itself?
No. The value set must already exist; the upload only maintains the values inside it.
How does it know whether to create or update a value?
It matches on value set, flex value and parent value. A match is updated; no match is created.
Can I delete a value?
No. Delete Range removes only a child range from a parent’s hierarchy; the parent value remains. To retire a value, disable it or set an End Date Active.
My value set is dependent – what goes in Independent Value?
The parent independent value the dependent value belongs to. It is required for dependent value sets and left blank for independent ones.
I changed a value’s hierarchy but the rollup isn’t showing – why?
After hierarchy changes on parent values, run the standard Compile Value Hierarchy program from the Value Sets form to refresh the compiled hierarchy.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Value set not found | The value set name does not exist or is not a supported type. | Pick the value set from the list; it must be independent, dependent or translatable. |
| Rollup group not found for the value set | The Rollup Group does not match a hierarchy on that value set. | Choose a rollup group from the list, or define the hierarchy first. |
| Child range columns can only be entered for parent values | A child range was entered on a non-parent value. | Set Parent to Yes, or clear the child-range columns. |
| Both Child Range Low and High must be specified, Low must be less than or equal to High | Only one end of the range was supplied, or low is greater than high. | Provide both ends with Low not greater than High. |
| Child range not found for deletion | Delete Range was set but the range does not exist on that parent. | Enter the exact existing Child Range Low and High to delete. |