Reviewing Customization Manager

Objectives

After completing this lesson, you will be able to:

  • Define capabilities in Customization Manager.
  • Access Customization Manager.
  • Publish and Clear Staged Field Customizations.

Customization Manager Capabilities

All customization capabilities are accessible via Customization Manager. The capabilities that appear in Customization Manager are dependent on your group membership.

Members of the Customization Administrator group are able to access the following capabilities in Customization Manager:

  • Approval Process Lookup Tables - out of scope for this training
  • Enumerations - View, upload, and download enumerations.

Members of the Advanced Configuration Access group are able to access the following capabilities in Customization Manager:

  • Field Configuration - Browse the public customization API. Modify a class. Create new fields. Edit existing fields.
  • Class Browser - Browse the public customization API. Obtain information about available and used storage fields
  • Available Flex Fields - Obtain information about available storage fields.
  • Manage Flex Master Data Template - Search for flex master data template by name. Create or edit a flex master data template.

Access Customization Manager – Administration vs Core Administration

The Customization Manager for Sourcing modules is accessed following these steps:

  1. From the dashboard, select ManageAdministration
  2. In the ADMINISTRATION tab, select Customization Manager

The Customization Manager for Procurement modules is accessed following these steps:

  1. From the dashboard, select ManageCore Administration
  2. In the ADMINISTRATION tab, select Customization Manager

Publish and Clear Staged Field Customizations

If the field customizations you made have not been published or cleared, the customizations are staged. Your staged field customizations cannot be seen, published, or cleared by another user.

Staged field customizations must be published in order for them to become active and visible to other users.

Select CustomizingPublish to publish all the staged field customizations you made on the realm (and its child realms, if applicable).

Select CustomizingClear to clear all the staged field customizations you made on the realm (and its child realms, if applicable).

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