Defining Transaction Attributes

Transaction attributes enable you to capture the attribute value for an item at the time of order or at the time of the transaction. They differ from user-defined attributes, which capture the attribute value for an item at the time of item creation. Examples of transaction attributes include:

Prerequisites

arrow icon   To add a transaction attribute to an item catalog category:

  1. From the Oracle Applications Home Page, click the Setup Workbench link.

  2. In the Items tab, on the Item Catalog Categories page, search for and select the item catalog category to which you want to add a transaction attribute.

    Note: You can only add transaction attributes to an item catalog category when the profile option "Enable PIM for Telco Features" is set to Yes.

  3. In the Versions region of the Basic Information page for the item catalog category, click the Draft link.

    Note: The start date of the draft ICC version defaults to the current date. To select a future start date, select the Update icon for the version before selecting the Draft link. The transaction attribute uses a value set version with a start date on or after the ICC version's start date.

  4. On the Transaction Attributes page, click Add Attribute.

  5. On the Add Transaction Attribute page, enter the following:

    Additional Information: The following field values are inherited by any child item catalog categories, but can be changed at the child level.

    Internal Name

    Enter the internal name of the transaction attribute.

    Display Name

    Enter the name of the transaction attribute as it will be displayed in the user interface.

    Sequence

    Enter the sequence number for the attribute. The sequence determines the order in which the attribute is displayed on the page, and also determines the order in which the attribute is processed.

    Data Type

    Select an available data type. The data type that you select determines the values that are available in the value set. An attribute's data type must match the data type specified for that attribute's value set. The list of values for a value set only displays values whose data type matches the data type of the attribute. You cannot change the data type once an attribute is created.

    Note: The maximum number of characters for a character type attribute is 150 characters. Translatable text fields have a limit of 1,000 characters. Number type fields have a maximum size and precision of 22.5 (22 digits to the left of the decimal and 5 digits to the right).

    Value Set Name

    Select a value set that will serve as a set of constraints for the attribute. For details about creating value sets, see Defining Value Set Versions for Transaction Attributes.

    Default Value

    The default value of this attribute. If you have selected a value set, the value set's constraints apply to the default value. This value defaults upon transaction creation.

    Note: You must enter a default value for an attribute that is required or read only.

    Rejected Value

    This display only field is relevant when an attribute is marked as required. If the attribute is required, the value in this field is the value that the Siebel Configurator interprets as not valid. The system marks this attribute as not entered if the rejected value is entered as the attribute's value.

    Required

    Specify whether or not the user must enter an attribute value.

    Read Only

    Selecting Read Only prevents the user from updating the default value of the attribute.

    Hidden

    Specify whether or not the user can see the transaction attribute when performing a transaction. This check box prevents the attribute from displaying in quote, agreement, order, or asset views.

    Searchable

    Enables use of the attribute in parametric searches within Siebel software.

    Check Eligibility

    Select this checkbox to require a Siebel system to check the customer's eligibility to buy this product.

  6. Click Apply to stop after creating one attribute or click Add Another to create another attribute.

arrow icon   To update a transaction attribute:

  1. On the Transaction Attributes page, click the Update icon for a particular attribute.

    You can also click the Delete icon for an attribute on this page.

  2. In the Update Transaction Attribute page, change field values in the Attribute Details and Attribute Data regions as necessary.

    Suggestion: You can also update, but cannot delete, transaction attributes at the item and item revision level.

  3. Click Apply.

    The system returns you to the Transaction Attributes page. Select the changed attribute, then the Attribute Data tab. If you changed an inherited attribute (the Inherited field value is Yes), the Modified field value is Yes to indicate that this attribute has changed from it's original inherited state. Once you change an inherited attribute, changes to the attribute in the parent item catalog category are not inherited in the child item catalog category.

What's Next

Release the draft version of the item catalog category containing the transaction attributes. See: "To release an item catalog category draft version" in Defining Item Catalog Categories.