Escolar Documentos
Profissional Documentos
Cultura Documentos
Applications
Student Guide
14468GC11
Production 1.1
September 2000
M0-12867
Copyright © Oracle Corporation, 2000. All rights reserved.
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Author
Deborah Steffen
Oracle Tutor
Table of Contents
Introduction ...........................................................................................................................1-1
R11i Navigating Oracle Applications..................................................................................1-2
Course Objectives................................................................................................................1-3
Oracle Applications Data Flow............................................................................................1-4
Logging On and Off of Oracle Applications........................................................................2-1
Logging On and Off of Oracle Applications .......................................................................2-2
Lesson Objectives................................................................................................................2-3
Logging On to Oracle Applications.....................................................................................2-4
Personal Homepage to Applications....................................................................................2-5
Responsibility Relationships: Many to One.........................................................................2-6
Responsibility Relationships................................................................................................2-7
Choosing a Responsibility ...................................................................................................2-8
Navigator .............................................................................................................................2-9
Navigator Region Tabs ........................................................................................................2-10
Expanding or Collapsing the Navigation List......................................................................2-11
Expanding or Collapsing Several Items...............................................................................2-12
Logging Off of Oracle Applications ....................................................................................2-13
Summary..............................................................................................................................2-14
Practice Overview................................................................................................................2-15
Practice Instructions.............................................................................................................2-16
Using Forms and Menus........................................................................................................3-1
Using Forms and Menus ......................................................................................................3-2
Lesson Objectives................................................................................................................3-3
Navigator Window...............................................................................................................3-4
Form Terminology...............................................................................................................3-5
Terminology Review Questions ..........................................................................................3-9
Terminology Review Solution.............................................................................................3-10
Field Colors .........................................................................................................................3-11
The Toolbar .........................................................................................................................3-12
The Toolbar Icons................................................................................................................3-13
Toolbar Review ...................................................................................................................3-17
Toolbar Review Solutions ...................................................................................................3-18
Keyboard Shortcuts .............................................................................................................3-19
Menus and Special Areas.....................................................................................................3-20
File Menu.............................................................................................................................3-21
Edit Menu ............................................................................................................................3-22
View Menu ..........................................................................................................................3-23
Folder Menu ........................................................................................................................3-25
Tools Menus ........................................................................................................................3-26
Window Menu .....................................................................................................................3-27
Help Menu ...........................................................................................................................3-28
Commonly Used Commands ...............................................................................................3-29
Review Question..................................................................................................................3-30
Review Solution...................................................................................................................3-31
Changing Your Password ....................................................................................................3-32
Switch Responsibility ..........................................................................................................3-33
Demonstration......................................................................................................................3-34
Summary..............................................................................................................................3-35
Practice Instructions.............................................................................................................3-36
Entering Data Using Forms ..................................................................................................4-1
Profile
Before you begin this course, you should have the following qualifications:
Prerequisites
Oracle Publications
Additional Publications
• read.me files
• Oracle Magazine
This course uses simplified navigation paths, such as the following example, to
direct you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
1. (N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.
(N) = Navigator
(M) = Menu
(T) = Tab
(I) = Icon
(H) = Hyperlink
(B) = Button
This course uses a “navigation path” convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.
1. In the navigation frame of the help system window, expand the General
Ledger entry.
4. Review the Enter Journals topic that appears in the document frame of the
help system window.
Getting Help
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.
1. Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
2. If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.
3. You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.
You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
Introduction
Chapter 1 - Page 1
R11i Navigating Oracle Applications
R11i
R11i Navigating
Navigating Oracle
Oracle Applications
Applications
Course
Course Introduction
Introduction
Introduction
Chapter 1 - Page 2
Course Objectives
Course
Course Objectives
Objectives
After
After this
this course,
course, you
you should
should be
be able
able to:
to:
•• Logon
Logon and
and off
off of
of Oracle
Oracle Applications
Applications
•• Use
Use forms
forms and
and menus
menus
•• Enter
Enter data
data using
using forms
forms
•• Search
Search for
for data
data using
using forms
forms
•• Access
Access online
online help
help
•• Run
Run and
and monitor
monitor reports
reports and
and programs
programs
•• Customize
Customize the
the presentation
presentation of
of data
data using
using folders
folders
•• Set
Set personal
personal user
user profile
profile options
options
•• Manage
Manage an
an attachment
attachment toto aa form
form
•• Identify
Identify and
and use
use the
the two
two types
types of
of flexfields
flexfields ®
Course Overview
This course discusses the basic features of accessing and navigating within Oracle
Applications, Release 11i. You will learn to enter data, retrieve information in the
form of a query, maintain data, use flexfields, and access online help.
Additionally, concurrent processing and standard report submission will be
discussed.
This course is intended for all end users of Oracle Applications as a prerequisite
to any applications course.
Introduction
Chapter 1 - Page 3
Oracle Applications Data Flow
Oracle
Oracle Applications
Applications Data
Data Flow
Flow
Introduction
Chapter 1 - Page 4
Logging On and Off of Oracle
Applications
Chapter 2
Logging
Logging On
On and
and Off
Off
of
of Oracle
Oracle Applications
Applications
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Log
Log on
on to
to Oracle
Oracle Applications
Applications
•• Choose
Choose aa responsibility
responsibility
•• Use
Use the
the Oracle
Oracle Applications
Applications Navigator
Navigator
•• Discuss
Discuss the
the various
various components
components of
of an
an Oracle
Oracle
Applications
Applications form
form
•• Log
Log off
off of
of Oracle
Oracle Applications
Applications
Lesson Overview
To use Oracle Applications productively, you need to understand the various
components of a form, the menu paths, and keystrokes necessary to access and
navigate within the system to perform your various job tasks.
Logging
Logging On
On to
to Oracle
Oracle Applications
Applications
Personal
Personal Homepage
Homepage to
to Applications
Applications
Personal
Homepage
Forms-based Self-Service
applications applications
Responsibility
Responsibility Relationships:
Relationships:
Many
Many to to One
One
Accounts Payroll
Payable
Selecting a Responsibility
Once you have used the logon form to begin the logon process, you must tell the
system what type of access you will be using. A responsibility is a set of data,
menus, and forms that defines your particular level of authority while using the
system. For example, you would want the Accounts Payable department of your
company to access the invoice forms of the system, but you would not want them
to be able to access any payroll information. Another example is that the
controller of a department would want to have access to all the data that his or her
employees can use, so the controller would want access to both accounts payable
and payroll information.
Responsibility
Responsibility Relationships
Relationships
Responsibility
menu
One to many
Many
to many
Responsibility Properties
The following is a list of the types of responsibilities and their particular
properties that can be defined in Oracle Applications by your system
administrator:
• A specific application (or applications), such as Oracle General Ledger.
• A set of books, such as Vision Operations or Vision Corporation or an
organization, such as Vision Services or Vision Distribution.
• A restricted list of windows to which you can navigate. For example, a
responsibility may allow certain Oracle Financials users to enter invoices,
but not to enter suppliers (vendors) or customers.
• A restricted list of functions you can perform. For example, two
responsibilities may have access to the same window, but the window of
one responsibility may have additional functional buttons.
• Reports in a specific application. Your system administrator can assign
groups of reports to one or more responsibilities, so the responsibility you
choose determines the reports that you can submit.
Choosing
Choosing aa Responsibility
Responsibility
Responsibility Assignments
Each user has at least one responsibility and several users can share the same
responsibility. Your system administrator can assign you any of the standard
responsibilities provided with Oracle Applications, or create custom
responsibilities for you. If you have only one responsibility with one associated
function, and only one region on your Personal Homepage, you will go directly to
that function.
Click on the underlined link in the Application section to select your
responsibility.
Navigator
Navigator
Menu
bar
Toolbar
Region tabs
Functions
Navigator Window
The Navigator window displays the name of the responsibility you select in the
title bar.
Use this window to navigate to a form so you can perform a specific business
flow. You can navigate to the forms that are displayed in a navigation list on the
left side of the Navigator window.
You can click on the tabs to access different regions.
Navigator
Navigator Region
Region Tabs
Tabs
Expanding
Expanding or
or Collapsing
Collapsing
the
the Navigation
Navigation List
List
•• Choose
Choose oneone ofof the
the following
following methods
methods to
to expand
expand
an
an item
item to
to its
its next
next sublevel
sublevel form:
form:
–– Double-click
Double-click thethe item.
item.
–– Select
Select the
the item
item and
and
choose
choose Open.
Open.
–– Select
Select the
the item
item and
and
choose
choose Expand.
Expand.
•• To
To collapse
collapse an
an expanded
expanded item,
item,
select
select the item and choose
the item and choose Collapse.
Collapse.
Expanding
Expanding or
or Collapsing
Collapsing Several
Several Items
Items
•• To
To expand
expand oror collapse
collapse several
several items
items atat once,
once,
choose
choose one one of
of the
the following
following buttons:
buttons:
–– Expand
Expand AllAll Children
Children expands
expands allall the
the
sublevels
sublevels of of the
the currently
currently selected
selected item.
item.
–– Expand
Expand AllAll expands
expands allall the
the sublevels
sublevels of of
all
all expandable
expandable items
items in
in the
the navigation
navigation
list.
list.
–– Collapse
Collapse All
All collapses
collapses allall currently
currently
expanded
expanded items
items inin the
the navigation
navigation list.
list.
Logging
Logging Off
Off of
of Oracle
Oracle Applications
Applications
•• (M)
(M) File
File >> Exit
Exit Oracle
Oracle Applications
Applications
•• Use
Use this
this method
method so
so that
that your
your username
username is
is cleared
cleared
from system access.
from system access.
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
how to:
to:
•• Log
Log on
on to
to Oracle
Oracle Applications
Applications
•• Select
Select aa responsibility
responsibility
•• Use
Use functionality
functionality of
of the
the buttons
buttons and
and tabs
tabs that
that
appear
appear onon the
the Navigator
Navigator window
window and
and other
other forms
forms
•• Describe
Describe the
the uses
uses of
of the
the various
various components
components ofof
an Oracle Applications form
an Oracle Applications form
•• Log
Log off
off of
of Oracle
Oracle Applications
Applications
Practice
Practice Overview
Overview
In
In this
this practice
practice you
you will:
will:
•• Log
Log on
on to
to Oracle
Oracle Applications
Applications
•• Choose
Choose the
the Training
Training Administrator
Administrator responsibility
responsibility
•• Use
Use buttons
buttons on
on the
the navigator
navigator to
to view
view the
the functions
functions
•• Log
Log off
off of
of Oracle
Oracle Applications
Applications
Practice
Practice Instructions
Instructions
•• Log
Log onon to
to Oracle
Oracle Applications
Applications using
using the
the user
user name
name
and
and password
password supplied
supplied byby the
the instructor.
instructor.
•• Choose
Choose the the Training
Training Administrator
Administrator responsibility
responsibility
link on the Personal Homepage.
link on the Personal Homepage.
•• Take
Take about
about five
five minutes
minutes to
to familiarize
familiarize yourself
yourself with
with
the
the Navigator
Navigator window
window and
and experiment
experiment withwith the
the
functionality
functionality of of the
the buttons
buttons discussed
discussed earlier
earlier in
in
this
this lesson.
lesson.
•• Exit
Exit Oracle
Oracle Applications
Applications properly
properly when
when you
you are
are
finished so you will not permit unauthorized
finished so you will not permit unauthorized
access
access to to another
another user.
user.
Practice Solution
• Follow the directions that the instructor gives you to access Oracle
Applications or type “HRMS” in the User Name field and “WELCOME” in the
Password field.
• When you are finished entering your user name and password, click Connect.
• Verify that the Personal Homepage appears similar to the one displayed in the
next slide.
• Choose Training Administrator from the list using one of the following
methods:
– Use the [Tab] key to go down the list and select Training Administrator
and press [Enter] on your keyboard.
– Use your mouse to select Training Administrator.
• The Training Administrator Navigator window is displayed.
• (M) File > Exit Oracle Applications
Using
Using Forms
Forms and
and Menus
Menus
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Open
Open aa form
form from
from the
the Navigator
Navigator window
window
•• Define
Define basic
basic form
form terminology
terminology and
and characteristics
characteristics
•• Use
Use the
the Applications
Applications toolbar
toolbar
•• Discuss
Discuss keyboard
keyboard shortcuts
shortcuts
•• Use
Use various
various menu
menu options
options
•• Change
Change your
your password
password
•• Change
Change your
your security
security access
access by
by switching
switching
responsibilities
responsibilities
Lesson Overview
This lesson discusses using forms and menus from the Navigator window. Form
terminology, the Applications toolbar, and keyboard shortcuts will be explained to
enable you to move quickly within Oracle Applications forms. You will also learn
how to change your security access and password.
Navigator
Navigator Window
Window
Click a
function
Form
Form Terminology
Terminology
Menu bar
MDI window
Tool
tip
Window
Title bar
Form Terminology
Oracle Applications Release 11i works specifically in a Web-enabled
environment. It is important to understand the terminology of the components
within an Oracle Applications form. Common terms used in Oracle Applications
forms are listed below.
Menu bar—Use pull-down menus from this menu bar to navigate or perform
actions within a form
Window—An area where the user interacts with an application (Many windows
can be open at one time and you can access these “overlapping” windows to
perform data entry or data search activities.)
Window title—Text in the title bar that indicates the name of the window, and
usually, context information pertinent to the information in that window
MDI window—A master container window that houses all windows, toolbars, and
application windows
Tool tips—Iconic bubble help that you can use to determine the function of a
button on the toolbar
Form
Form Terminology
Terminology
Region
Field
Region tab
Button
Form
Form Terminology
Terminology
Option
button
Modal
window
Block
Scrolling
region
Form
Form Terminology
Terminology
LOV icon
Record
or row
Poplist Check box
Terminology
Terminology Review
Review Questions
Questions
1.
5.
2.
3.
4.
Practice Instructions
Label the numbered boxes in the slide.
Terminology
Terminology Review
Review Solution
Solution
1. LOV
5. Block
2. Record
or row
3. Poplist
4. Tabbed
region
Field
Field Colors
Colors
The
The Toolbar
Toolbar
• Edit Field
• Save • Zoom
• Next Step • Translations
Tool • Print • Attachments
tip • Close Form • Folder Tools
The
The Toolbar
Toolbar Icons
Icons
• New
• Find
• Show Navigator
New
Creates a new record in the active form.
Find...
Displays the Find window to retrieve records.
Show Navigator
Displays the Navigator window.
The
The Toolbar
Toolbar Icons
Icons
• Save
• Next Step
• Print
• Close Form
Save
Saves any pending changes in the active form.
Next Step
Updates the Process workflow in the Navigator by advancing to the next step in
the process. It also saves any pending changes in the active form.
Print
Prints the current screen that the cursor is in. In some cases it may print a report
associated with the current data.
Close Form
Closes all windows of the current form.
The
The Toolbar
Toolbar Icons
Icons
• Cut
• Copy
• Paste
• Clear Record
• Delete
Cut
Cut the current selection to the clipboard.
Copy
Copies current selection to the clipboard.
Paste
Pastes from the clipboard into the current field.
Clear Record
Erases the current record from the window.
Delete
Deletes the current record from the database.
The
The Toolbar
Toolbar Icons
Icons
Edit Field...
Displays the Editor window for the current field.
Zoom
Invokes custom-defined Zoom (drilldown behavior).
Translations...
Invokes the Translations window (if multiple languages are installed).
Attachments...
Invokes the Attachments window. If one or more attachments already exist, the
icon changes to a paper clip on a piece of paper.
Folder Tools
Displays the folder tool palette.
Window Help
Displays help for the current window.
Toolbar
Toolbar Review
Review
1. 3. 5.
2. 4. 6.
Practice 2 Instructions
Label the toolbar icons.
Toolbar
Toolbar Review
Review Solutions
Solutions
5. Close
1. Find 3. Save
form
2. Show 6. Clear
4. Print
Navigator record
Keyboard
Keyboard Shortcuts
Shortcuts
(M)
(M) Help
Help >> Keyboard
Keyboard Shortcuts
Shortcuts
Menus
Menus and
and Special
Special Areas
Areas
Menu
bar
Status and
message
line
Right mouse
button
menus
File
File Menu
Menu
For
For aa complete
complete description
description of
of all
all menus
menus gogo to:
to:
(Help)
(Help) Oracle
Oracle Applications
Applications User’s
User’s Guide
Guide >> Getting
Getting
Started
Started >> Using
Using Menus
Menus
File menu
Edit
Edit Menu
Menu
View
View Menu
Menu
Folder
Folder Menu
Menu
Tools
Tools Menus
Menus
Window
Window Menu
Menu
Help
Help Menu
Menu
Commonly
Commonly Used
Used Commands
Commands
•• File
File >> Save
Save
•• File
File >> Exit
Exit Oracle
Oracle Applications
Applications
•• File
File >> Switch
Switch Responsibility
Responsibility
•• File
File >> Close
Close Form
Form
•• Edit
Edit >> Preferences
Preferences >> Change
Change Password
Password
•• View
View >> Find
Find
•• View
View >> Query
Query By
By Example
Example
•• Help
Help >> Window
Window Help
Help
•• Edit
Edit >> Clear
Clear Record
Record
Review
Review Question
Question
Which
Which of
of the
the following
following commands
commands will
will not
not save
save aa
record?
record?
1.
1. Save
Save toolbar
toolbar icon
icon
2.
2. (M)
(M) File
File >> Save
Save
3.
3. Next
Next Step
Step button
button
4.
4. Icon
Icon with
with two
two plus
plus signs
signs
5.
5. [Ctrl]
[Ctrl] ++ [S]
[S]
Practice 3 Instructions
Identify which command will not save a record in a form.
Review
Review Solution
Solution
Which
Which of
of the
the following
following commands
commands will
will not
not save
save aa
record?
record?
1.
1. Save
Save toolbar
toolbar icon
icon
2.
2. (M)
(M) File
File >> Save
Save
3.
3. Next
Next Step
Step button
button
4.
4. Icon
Icon with
with two
two plus
plus signs
signs
5.
5. [Ctrl]
[Ctrl] ++ [S]
[S]
Changing
Changing Your
Your Password
Password
Password Update
You can change your password at any time during your session. It will be in effect
the next time that you log on.
How to Change Your Password
(M) File > Preferences > Change Password
Enter your old and new passwords and click OK.
Switch
Switch Responsibility
Responsibility
Responsibilities
You can switch your responsibility at any time during your session. You can then
access functions pertinent to that responsibility
How to Switch Your Responsibility
(M) Edit > Switch Responsibility
Select a new responsibility from the list of values and click OK.
Demonstration
Demonstration
•• Changing
Changing your
your password
password
•• Switching
Switching responsibilities
responsibilities
•• Logging
Logging on
on again
again
Summary
Summary
•• Opening
Opening aa form
form
•• Form
Form terminology
terminology and
and characteristics
characteristics
•• Using
Using the
the Toolbar
Toolbar
•• Using
Using keyboard
keyboard shortcuts
shortcuts
•• Using
Using Menus
Menus
•• Changing
Changing your
your password
password
•• Switching
Switching your
your responsibility
responsibility
Practice
Practice Instructions
Instructions
•• Log
Log on
on using
using the
the user
user name,
name, password,
password, and
and
responsibility
responsibility that
that your
your instructor
instructor gives
gives you.
you.
•• Change
Change your
your password
password to to STUDENT.
STUDENT.
•• Switch
Switch responsibilities
responsibilities to
to any
any other
other responsibility.
responsibility.
•• Log
Log on
on again
again using
using your
your new
new password.
password.
Practice Solution
• Change your password
• (M) File > Preferences > Change Password,
enter STUDENT twice to confirm it.
• Switch responsibilities
• (M) File > Switch Responsibilities, select any responsibility from the
list and click OK.
• Log on again
• (M) File > Log on as a Different User, enter the same user name you
have been using and your new password.
Entering
Entering Data
Data Using
Using Forms
Forms
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Create
Create and
and delete
delete records
records
•• Use
Use aa list
list of
of values
values (LOV)
(LOV)
•• Use
Use aa calendar
calendar toto enter
enter dates
dates
•• Use
Use the
the editor
editor
•• Clear
Clear data
data from
from aa form
form
•• Duplicate
Duplicate data
data from
from another
another record
record
•• Save
Save edits
edits to
to the
the database
database
Creating
Creating New
New Records
Records
New
Deleting
Deleting Records
Records
Delete
Using
Using aa List
List of
of Values
Values
Click the LOV icon
in the field
The list of
valid values
is displayed
LOV
LOV Shortcuts
Shortcuts
•• AutoSelection
AutoSelection
•• List
List Search
Search
•• Long-List
Long-List Fields
Fields
•• Power
Power List
List
AutoSelection
AutoSelection and
and List
List Search
Search
AutoSelection
Using the list of values feature called AutoSelection you can select a valid name
from the list with a single keystroke. When you display the list window, you can
type the first character of the name you want in the Find field. If only one choice
begins with the character you enter, AutoSelection selects the choice, closes the
list window, and enters the value in the appropriate field.
List Search
You can use the AutoReduction feature to reduce a list when you know the first
few characters of your name selection. If you do not know the initial characters of
your choice, but do know that your choice contains a certain word or set of
characters, you can perform a list search to reduce a list.
In the list window, enter any group of characters as search criterion in the Find
field and click the Find button. You can use wildcard characters such as the
percent sign (%) which represents any number of characters, or an underline (_),
which represents a single character in your search criterion.
For example, to reduce a list to only those choices that contain the phrase
“schedule,” you would type %schedule% in the Find field and click Find. In
any of these list search queries, it does not matter whether you use uppercase or
lowercase letters as the search is not case sensitive. Oracle searches all of the
columns in the list.
Long-List
Long-List Fields
Fields
Long-List Fields
If a field has a “long-list”—that is, a list of more than 100 values—when you try
to display the LOV, Oracle Applications will display a window where you can
enter list reduction criteria.
Because it takes less time to display a reduced list than a complete long-list,
Oracle Applications prompts you to enter the first few characters that occur in
your value of interest to reduce the complete list. However, to view the entire
long-list, enter the percent sign (%) at the prompt and all of the values will be
displayed.
Note: To avoid excessive network traffic and reduced performance, try to enter
specific criteria, other than just a percent sign (%), whenever possible.
Power List
The Power List feature provides an even faster method of data entry. If a field
displays a List icon and you know the value you want, simply enter the first few
characters of the value in the field and press [Tab]. Power List will complete the
entry for you. You can also include wildcard characters with your entry. You do
not need to display the list window. If more than one value matches the characters
you specify, a list window containing those values is displayed. If no values
match the characters you enter, a list window containing all the values appears.
Using
Using Calendars
Calendars
Choose a Choose a
month year
Choose a
day
Calendar
Calendar Time
Time
Choose an
hour, minutes,
and AM or PM
Using
Using the
the Editor
Editor
Editing a Field
You can display an Editor window to view, enter or update the entire contents of a
text field. The Editor window is especially useful for editing long text fields. A
scrollable text field is a field in which the actual content is larger than what is
displayed, but you can view the contents by scrolling through the field.
How to Use the Editor Window
(M) Edit > Edit Field.
You can enter a new value or edit the existing value in the Editor window. If the
current field is a display-only field, then the Editor window appears in display-
only mode.
You can also use the Editor window to search for a phrase and replace it with
another phrase. Click the Search button in the Editor window to display a Search/
Replace window. Then, enter a value in the Search For field, and enter the other
value in the Replace With field. Click Search to search for the value, or click
Replace or Replace All to search for the value and replace the first occurrence or
all occurrences with your new value, respectively.
Once you are satisfied with the value in the Editor window, click OK to close the
window and insert the value into the field.
Clearing
Clearing Data
Data
Clear
Copying
Copying Data
Data from
from aa Record
Record
Saving
Saving aa Record
Record
Save
Summary
Summary
•• Creating
Creating andand deleting
deleting records
records
•• Using
Using aa list
list of
of values
values (LOV)
(LOV)
•• Using
Using aa calendar
calendar to
to enter
enter dates
dates
•• Using
Using the
the editor
editor
•• Clearing
Clearing data
data from
from aa form
form
•• Duplicating
Duplicating data
data from
from another
another record
record
•• Saving
Saving edits
edits to
to the
the database
database
Guided
Guided Practice
Practice Overview
Overview
In
In this
this practice
practice you
you will
will use
use various
various techniques
techniques toto
enter
enter data
data using
using forms.
forms.
•• Using
Using the
the System
System Administrator
Administrator responsibility,
responsibility,
you
you will
will add
add aa user
user name
name for
for aa new
new employee
employee atat
your
your company.
company.
•• Use
Use the
the LOV
LOV feature
feature toto enter
enter default
default values
values for
for all
all
required fields.
required fields.
•• Use
Use the
the calendar
calendar to to assign
assign effective
effective dates
dates for
for the
the
responsibilities
responsibilities that
that you
you assign.
assign.
Note:
Note: The
The purpose
purpose of of this
this practice
practice is
is to
to familiarize
familiarize
you
you with actual data entry in a form, not to
with actual data entry in a form, not to teach
teach you
you
field
field values
values in
in the
the System
System Administration
Administration forms,
forms, so
so
the
the default
default values
values that
that you
you select
select for
for the
the required
required
fields
fields do
do not
not matter.
matter. ®
Guided
Guided Practice
Practice Instructions
Instructions
•• Access
Access Oracle
Oracle Applications
Applications using
using the
the System
System
Administrator
Administrator responsibility.
responsibility.
(M)
(M) File
File >> Switch
Switch Responsibilities,
Responsibilities, select
select System
System
Administrator
Administrator from
from the
the list
list and
and click
click OK.
OK.
•• At
At the
the Navigator
Navigator window,
window, select
select Security
Security >> User
User >>
Define.
Define.
•• Enter
Enter the
the new
new user
user name.
name. For
For this
this practice,
practice, your
your
new
new username
username will
will be
be “<your
“<your name>
name> NewNew
Employee”.
Employee”. For For example,
example, “Deborah
“Deborah NewNew
Employee”.
Employee”.
•• In
In the
the Description
Description field,
field, use
use the
the editor
editor to
to enter
enter aa
long
long description
description ofof your
your user.
user.
•• In
In the
the Password
Password field,
field, enter
enter “welcome”.
“welcome”. ®
Guided
Guided Practice
Practice Instructions
Instructions
•• Go
Go to
to the
the Responsibilities
Responsibilities tab
tab and
and use
use the
the LOV
LOV
and
and the
the calendar
calendar toto enter
enter default
default values
values for
for any
any
required
required fields.
fields.
•• Remember
Remember to to save
save your
your work.
work.
•• How
How would
would youyou delete
delete this
this item?
item?
•• Log
Log on
on again
again using
using the
the new
new user
user name.
name.
•• Be
Be sure
sure that
that the
the responsibilities
responsibilities that
that you
you assigned
assigned
appear in the Responsibilities list.
appear in the Responsibilities list.
Guided
Guided Practice
Practice Solution
Solution
You cannot delete a user name, but you can set the
To Effective Date to deactivate the user by a certain date. ®
Searching
Searching for
for Data
Data Using
Using Forms
Forms
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Use
Use the
the Find
Find window
window to
to perform
perform aa search
search
•• Search
Search data
data using
using Query
Query By
By Example
Example
•• Include
Include wildcards
wildcards and
and query
query operators
operators inin your
your
search
search criteria
criteria
•• Identify
Identify the
the difference
difference between
between Find
Find and
and Query
Query
mode
mode
•• Review
Review records
records retrieved
retrieved from
from aa search
search
Lesson Overview
Oracle Applications provides you with easy-to-use search capabilities to access
application information. This lesson demonstrates how to retrieve, view, and
maintain data within Oracle Applications forms.
Searching
Searching for
for Information
Information
How
How to
to Use
Use Find
Find Mode
Mode
1.
1. Click
Click on
on the
the Find
Find icon
icon on
on the
the toolbar
toolbar
2.
2. Specify
Specify your
your search
search criteria
criteria
3.
3. Click
Click the
the Find
Find button
button on
on the
the Form
Form
4.
4. Review
Review the
the retrieved
retrieved records
records
Using
Using the
the Find Window
Window
Specify
search
criteria
Click the
Find button
Specifying
Specifying Complex
Complex Search
Search Criteria
Criteria
Initiate a
query
Is it Y Perform a
complex? custom search
N
Perform a Specify search
full search criteria
Run query
Review
retrieved
records
®
Using
Using Query
Query Mode
Mode
1.
1. (M)
(M) View
View >> Query
Query By
By Example
Example >> Enter
Enter
2.
2. Enter
Enter search
search criteria
criteria
3.
3. (M)
(M) View
View >> Query
Query By
By Example
Example >> Run
Run
4.
4. (M)
(M) View
View >> Query
Query By
By Example
Example >> Cancel
Cancel
Query
Query Operators
Operators
Query
Query Versus
Versus Find
Find
Query Mode
• In Query mode, you can use the menu bar to access a query, or you can use
keyboard shortcuts, [F11] to enter a query, and [Ctrl] + [F11] to execute a
query.
• You use the existing window to prepare your search criteria for the query.
You can enter specific information into any field to narrow your search.
• When using wildcards to prepare your search criteria, you can use all query
operators to narrow your search.
• In query mode, you can check to see how many records match your criteria
even before retrieving the data that matches your query.
Find Mode
• In Find mode, you use the menu bar to access the Find window, or you click
the icon on the Toolbar.
• You use a new window, the Find window, to prepare your search criteria.
• The list of values is available in many fields in Find mode.
• The Query Count feature is not available in Find mode.
Retrieved
Retrieved Records
Records
Summary
Summary
•• Using
Using the
the Find
Find window
window toto perform
perform aa search
search
•• Searching
Searching for
for existing
existing data
data in
in an
an application
application using
using
Query By Example
Query By Example
•• Including
Including wildcards
wildcards and
and query
query operators
operators in
in your
your
search
search criteria
criteria
•• Understanding
Understanding whether
whether toto use
use Find
Find or
or Query
Query mode
mode
•• Reviewing
Reviewing records
records retrieved
retrieved from
from aa search
search
Practice
Practice Overview
Overview
•• In
In this
this practice
practice you
you will
will use
use Find
Find to
to locate
locate aa job
job
applicant.
applicant.
•• You
You will
will use
use the
the Query
Query mode
mode toto search
search for
for and
and
view
view the records for all female active applicants in
the records for all female active applicants in
the
the database.
database.
Practice
Practice Instructions
Instructions
•• Use
Use Find
Find mode
mode to
to find
find the
the job
job applicant
applicant named
named Joe
Joe
Smith.
Smith.
•• Find
Find all
all active
active applicants
applicants that
that are
are female
female using
using
Query mode.
Query mode.
•• View
View the
the retrieved
retrieved records.
records.
Practice Solution
• On the Personal Homepage, click on the Human Resources, Vision Enterprises
link.
• (N) Recruitment > Applicant Quick Entry
• (M) View > Find…
• Enter criteria to find Joe Smith in the Find field, such as S%.
• (M) View > Query By Example > Enter.
• In the Status field, enter Active%. In the Gender field, select the Female
option button.
• (M) View > Query By Example > Run.
• View the retrieved records by pressing [PageDn].
• (M) File > Close Form
Accessing
Accessing Online
Online Help
Help
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Display
Display Help
Help information
information online
online
•• View
View explanations
explanations for
for application
application messages
messages and
and
errors
errors
•• Identify
Identify who
who created
created and
and updated
updated aa row
row of
of data
data
Lesson Overview
The online documentation and help features can greatly enhance your ability to
understand how to accomplish tasks using Oracle Applications. You can also
determine how to identify the user responsible for the entry or maintenance of a
record for further clarification of a business issue. This lesson explains how to
obtain online information about the application and records.
Using
Using Window
Window Help
Help
Using
Using Online
Online Help
Help
Navigation frame
Search frame Document frame
Searching
Searching for
for Help
Help Information
Information
Enter search Use result links
criteria to go to topic
Searching
You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, is
returned from your search in the right-hand document frame. Click on whichever
title seems to best answer your needs to display the complete document in this
frame. If the document does not fully answer your questions, use your browser's
Back button to return to the list of titles and try another
Review
Review Question
Question
To
To access
access online
online help
help you
you can
can do
do any
any of
of the
the following:
following:
1.
1. (M)
(M) Help
Help >> Window
Window Help
Help
2.
2. Click
Click the
the ?? toolbar
toolbar icon
icon
3.
3. Press
Press [Ctrl]
[Ctrl] ++ [H]
[H]
4.
4. All
All of
of the
the above
above
5.
5. None
None ofof the
the above
above
Review
Review Question
Question Solution
Solution
To
To access
access online
online help
help you
you can
can do
do any
any of
of the
the following:
following:
1.
1. (M)
(M) Help
Help >> Window
Window Help
Help
2.
2. Click
Click the
the ?? toolbar
toolbar icon
icon
3.
3. Press
Press [Ctrl]
[Ctrl] ++ [H]
[H]
4.
4. All
All of
of the
the above
above
5.
5. None
None ofof the
the above
above
Review
Review Question
Question
Where
Where would
would you
you find
find help
help search
search results?
results?
1.
1. In
In the
the search
search frame
frame
2.
2. In
In the
the navigation
navigation frame
frame
3.
3. In
In the
the Search
Search text
text box
box
4.
4. In
In the
the document
document frame
frame
5.
5. In
In the
the status
status bar
bar
Review
Review Question
Question Solution
Solution
Where
Where would
would you
you find
find help
help search
search results?
results?
1.
1. In
In the
the search
search frame
frame
2.
2. In
In the
the navigation
navigation frame
frame
3.
3. In
In the
the Search
Search text
text box
box
4.
4. In
In the
the document
document frame
frame
5.
5. In
In the
the status
status bar
bar
Search
Search Syntax
Syntax
Use this syntax . . . To find files containing . . .
Oracle
Oracle Applications
Applications Library
Library
You can display help for any
of the Oracle Applications products
The Library
You can access online help for any Oracle Applications product and you can
reference that product’s documentation online as well. All of the applications are
listed in the navigation frame on the left hand side of the window.
Review
Review Question
Question
You
You can
can access
access Oracle
Oracle Applications
Applications User’s
User’s Guides
Guides
online
online using
using the
the online
online help
help system.
system.
True
True or
or False?
False?
Review
Review Question
Question Solution
Solution
You
You can
can access
access Oracle
Oracle Applications
Applications User’s
User’s Guides
Guides
online
online using
using the
the online
online help
help system.
system.
True
True or
or False?
False?
Look
Look in
in the
the navigation
navigation frame
frame for
for the
the name
name of
of the
the
guide.
guide.
Error
Error Messages
Messages
•• To
To give
give you
you aa hint,
hint, the
the application
application displays
displays aa short
short
message
message in in the
the message
message line.
line.
•• To
To inform
inform you
you of
of an
an error,
error, the
the application
application displays
displays
an
an error
error window.
window.
•• AA History
History button
button also
also appears
appears inin the
the error
error window
window
ifif an error of more serious nature occurs.
an error of more serious nature occurs.
Record
Record History
History
About
About Oracle
Oracle Applications
Applications
Summary
Summary
•• Accessing
Accessing online
online Help
Help
•• Using
Using window
window Help
Help
•• Searching
Searching for
for Help
Help information
information
•• Finding
Finding Help
Help for
for all
all Oracle
Oracle Applications
Applications
•• Viewing
Viewing error
error messages
messages
•• Viewing
Viewing Record
Record History
History
Practice
Practice Overview
Overview
In
In this
this practice
practice you
you will
will use
use Oracle
Oracle Applications
Applications
online
online help.
help.
Practice
Practice Instructions
Instructions
•• Using
Using the
the Training
Training Administrator
Administrator responsibility,
responsibility,
query
query up
up aa job
job applicant’s
applicant’s record
record and
and find
find out
out
when
when itit was
was last
last updated.
updated.
•• Access
Access online
online help
help to
to determine
determine navigation
navigation paths
paths
for Oracle Applications.
for Oracle Applications.
•• Search
Search forfor help
help on
on using
using Query.
Query.
Practice Solution
• (M) Help > Record History
• In the online help search box enter “Navigation Paths” and click Find.
• Type “Query” in the search text box and click Find. Click on the result link
that best describes the topic you need.
Running
Running Reports
Reports and
and Programs
Programs
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Identify
Identify the
the features
features of
of concurrent
concurrent processing
processing and
and
standard request submission
standard request submission
•• Submit
Submit aa report
report or
or program
program
•• Define
Define request
request sets
sets
•• View
View the
the progress
progress of
of aa concurrent
concurrent request
request
•• Check
Check the
the status
status of
of aa concurrent
concurrent request
request
•• Cancel
Cancel or
or change
change aa request
request
Lesson Overview
To manage information in Oracle Applications, you must be able to run and
monitor reports and programs. This lesson explains how to submit reports and
processes, and monitor their status.
Concurrent
Concurrent Processing
Processing and
and Standard
Standard
Request
Request Submission
Submission
•• Concurrent
Concurrent Processing
Processing
–– Run
Run non-interactive
non-interactive tasks,
tasks, such
such as
as reports
reports and
and
programs.
programs.
–– Does
Does not
not interfere
interfere with
with the
the interactive
interactive work
work
you
you perform
perform at at your
your computer.
computer.
•• Standard
Standard Request
Request Submission
Submission (SRS)
(SRS)
–– Use
Use the
the SRS
SRS interface
interface to
to run
run reports
reports and
and
programs.
programs.
–– View
View report
report output
output online.
online.
–– Schedule
Schedule reports
reports and
and programs.
programs.
–– View
View log
log information.
information.
®
Definitions
Definitions
Term Definition
Definitions
Definitions
Term Definition
Online Request Review the output and log files from your
Review concurrent requests online
Using
Using Concurrent
Concurrent Processing
Processing
Submits
request Request Request
Queue runs
Request 1
Request 2
Request 3
Other
Request 4
online
jobs
Perform other
online interactive
tasks
Submit
Submit Request
Request Flow
Flow
Submit request
Enter information
May be required Parameter values
Optional
Define schedule
Optional
Define completion
Click Submit
Record request ID
®
Submitting
Submitting a Request
Request
Submission
Submission Schedule
Schedule
Upon
Upon Completion
Completion
Requests
Requests
Reprint
Reprint
Defining
Defining aa Request
Request Set
Set
Enter the request set name
Define a stage
Link stages
Save changes
®
Request
Request Set
Set Stages
Stages
Request
Request Set
Set
Stages
Stages
Defining Stages
The value for the Display Sequence is defaulted in sequence as you enter your
stages. You may change the display order of the stages by modifying the field.
1. Enter a name for the stage.
2. Enter a Description for your stage.
3. Enter a Short Code for the stage. This code is used internally to reference the
stage.
4. Use the LOV in the Function field to select a function. The default value for
this field is the Standard Stage Evaluation function. This function bases its
completion status on the normal completion status of the requests it contains.
5. Use the Return Value of this Stage Affects the Set Outcome check box if you
want to ensure that the request set’s completion status is equal to the completion
status of this stage.
Note: If you select this box for more than one stage, the completion status of the
request set will equal the completion status of the last of these stages to run in
the set.
6. Use the Allow Incompatibility box as described above, to determine if this
stage is incompatible with other concurrent processing programs.
7. Click Requests to display the Stage Requests window.
Requests
Requests in
in aa Stage
Stage
Request
Request Parameters
Parameters
Link
Link Stages
Stages
Linking Stages
Now that you have defined your stage or stages, you will need to link them in the
order that you want them to run.
How to Link the Stages
1. Navigate to the Requests Sets window.
2. Enter the Start Stage. The stage you enter here is the first stage submitted for
the request set.
3. Enter the stages you want to run following the first stage in the Success,
Warning, and Error columns. To ensure that a particular stage follows the
preceding stage regardless of the completion status, enter the desired stage in all
three columns. To stop the request set if a stage ends in Error, leave the Error
column blank. Any time you do not specifically indicate which stage should
follow for a completion status, the request set will exit on that completion status.
In the following example, the request set will always exit if any stage returns a
completion status of error. In addition, stages C and D will terminate the request
set regardless of their completion status. If Stage A returns a status other than
Error, Stage B will be submitted. Finally, when Stage B completes with a status of
Success, it is followed by Stage C, or if the status is Warning, Stage D will
follow.
Example
Example of
of Assigning
Assigning Request
Request Sets
Sets
John
Mary
ReqJohn
ReqJohn
•• The
The System
System Administrator
Administrator assigns
assigns the
the request
request set
set
called
called ReqJohn to Mary’s responsibility group.
ReqJohn to Mary’s responsibility group.
•• Now
Now Mary
Mary can
can run
run John’s
John’s ReqJohn
ReqJohn request
request set.
set.
•• Anyone
Anyone else
else in
in that
that responsibility
responsibility group
group can
can run
run
ReqJohn.
ReqJohn. ®
Finding
Finding Requests
Requests
Requests
Requests
Requests
Requests
Four
Four Phases
Phases of
of aa Concurrent
Concurrent Request
Request
Inactive
Pending
Running
Completed
Pending
Pending Phase
Phase
Logical
database
Pending Phase
A program in the Pending phase can be in one of four statuses:
• Normal: The program is waiting for an available manager.
• Waiting: A child program is waiting for a parent to mark it ready to run.
• Standby: A program is waiting for another incompatible program in the
same logical database to complete.
• Scheduled: A program’s scheduled start time has not yet elapsed.
Running
Running Phase
Phase
Running Phase
A program in the Running phase can be in one of four statuses:
• Normal: Program is in progress.
• Paused: A parent program is waiting for one or more child programs to
complete.
• Resuming: A parent program is continuing after the completion of one or
more child programs.
• Terminating: The program is being terminated.
Completed
Completed Phase
Phase
Completed Phase
A program in the Completed phase can be in one of five statuses:
• Normal: Program completed successfully.
• Warning: Program completed successfully but with warning messages.
• Error: Program failed to complete successfully.
• Terminated: A running program was terminated.
• Canceled: A pending or inactive program was canceled before it started.
Inactive
Inactive Phase
Phase
Inactive Phase
A program in the Inactive phase can be in one of three statuses:
• Disabled: The requested program has not been enabled for execution.
• On Hold: The requested program has been placed on hold.
• No Manager: There is no manager defined to run this type of request.
Canceling
Canceling or Holding
Holding Requests
Requests
Changing
Changing Request
Request Options
Options
Summary
Summary
•• Standard
Standard Request
Request Submission
Submission (SRS)
(SRS)
•• Concurrent
Concurrent manager
manager and
and concurrent
concurrent processing
processing
•• Submitting
Submitting Concurrent
Concurrent requests
requests
•• Defining
Defining Request
Request sets
sets and
and stages
stages
•• Managing
Managing requests
requests
•• Checking
Checking status
status information
information
•• Canceling
Canceling or
or changing
changing aa request
request
Practice
Practice Overview
Overview
In
In this
this practice
practice you
you will
will use
use Standard
Standard Request
Request
Submission
Submission to to run
run an
an Oracle
Oracle Accounts
Accounts Payable
Payable Trial
Trial
Balance
Balance report.
report.
Practice
Practice Instructions
Instructions
•• Log
Log onon using
using the
the Payables,
Payables, Vision
Vision Operations
Operations
responsibility.
responsibility.
•• Using
Using the
the Requests
Requests window,
window, run
run the
the Accounts
Accounts
Payable
Payable Trial Balance report as soon as
Trial Balance report as soon as possible.
possible.
Use system defaults for required fields.
Use system defaults for required fields.
•• View
View your
your request.
request. Keep
Keep refreshing
refreshing the
the display
display
until
until your
your report
report completes.
completes.
•• View
View the
the output
output online.
online.
Practice Solution
• Choose the Payables, Vision Operations responsibility link on the Personal
Homepage, or (M) File > Switch Responsibility and choose it from the list.
• To get to the Requests window, (N) Other > Requests > Run.
• In the Submit a New Request window, select the option Single Request.
• When the Requests window appears, use the list of values to enter Accounts
Payable Trial Balance Report in the Request Name field.
• Click the Submit button and your request goes to the queue to run.
• (N) Other > Requests > View, select All My Requests and click Find.
• Click the Refresh Data button to view the progress of your report until it
completes.
• Click the View Output button to see the report on your screen.
Customizing
Customizing the Presentation
Presentation of
of Data
Data
Lesson
Lesson Objectives
Objectives
After
After this
this lesson
lesson you
you should
should be
be able
able to:
to:
•• Create
Create aa personal
personal Navigator
Navigator top
top ten
ten list
list
•• Save
Save aa document
document to to your
your Navigator
Navigator for
for easy
easy
access
access
•• Create
Create aa folder
folder
•• Define
Define query
query criteria
criteria for
for aa folder
folder
•• Customize
Customize the
the layout
layout of
of data
data in
in aa folder
folder form
form
•• Manage
Manage folder
folder definitions
definitions
Lesson Overview
You can use several features of Oracle Applications to enhance your proficiency
in the system. Use a Navigator top ten list to put your commonly used forms on
your Navigator. By using special forms, you can customize the presentation of
data or fields. Additionally, you can create a folder definition in which you can
save query criteria. This lesson explains how to use these features to make your
access to the system easier.
Top
Top Ten
Ten List
List
Top
Top Ten
Ten Practice
Practice Instructions
Instructions
Using
Using the
the Payables,
Payables, Vision
Vision Operations
Operations responsibility,
responsibility,
to
to the
the Navigator
Navigator Top
Top Ten
Ten List
List add
add the
the command
command to to
submit
submit requests.
requests. Hint:
Hint: Submit
Submit and
and run
run mean
mean the
the
same.
same.
Placing
Placing Documents
Documents on the
the Navigator
Navigator
(M)
(M) File
File >> Place
Place on
on Navigator
Navigator
Documents
Documents Practice
Practice Instructions
Instructions
•• Using
Using the
the General
General Ledger,
Ledger, Vision
Vision Operations
Operations
responsibility,
responsibility, enter
enter aa new
new journal
journal using
using your
your
name
name as
as the
the Journal
Journal name.
name.
•• Place
Place the
the journal
journal you
you created
created on
on the
the Navigator
Navigator
Documents region.
Documents region.
•• Access
Access your
your journal
journal from
from the
the Documents
Documents region
region
tab.
tab.
What
What You
You Can
Can Do
Do with
with Folders
Folders
•• Define
Define folders
folders
–– Name
Name the
the folder
folder
–– Define
Define query
query criteria
criteria for
for the
the
folder
folder
–– Use
Use folder
folder tools
tools to
to customize
customize
the
the presentation
presentation of of data
data in
in the
the folder
folder
•• Open
Open existing
existing folder
folder definitions
definitions
•• Delete
Delete folder
folder definitions
definitions
Using Folders
A folder is a special block in which the field and record layout can be customized.
You can identify a folder from a regular block by noting that an Open Folder
button appears in the upper-left corner of a folder block, or an enabled Folder
Tools button appears on the toolbar when your cursor is in a folder block.
Although you have access to all of the records of a specific entity in a folder, you
can customize a folder to retrieve only a subset of records and display those
records in a specific layout. You can save your customizations to a folder
definition, which defines the layout of your fields and the query criteria used to
retrieve your subset of records.
Folders are language-specific. If you are running the application in German and
save a folder, then if you later sign on in French, the German folder will not be
accessible to you. This is because the prompts and search criteria you enter for a
folder are language-sensitive.
Folders
Folders
Folder
icon
Folder Name
Use Folder
Tools
Defining a Folder
You can create and save new folder definitions or open and delete existing folder
definitions. When you open a new folder definition, the layout for the new folder
definition replaces the layout for the current folder definition.
How to Create a New Folder Definition
1. (M) Folder > New.
2. Enter a new and unique folder name.
3. Select the Autoquery frequency in which you want the folder to automatically
query for a subset of records each time you open the folder definition.
4. Select Open as Default if you want this specific folder definition to open as
your default each time you navigate to this form for the first time.
5. Select Public if you want other Oracle Applications users to have access to
this folder definition.
Note: Users can never see records that violate basic security rules, regardless of
any search criteria you specify in a folder.
6. Click OK when you are finished.
Querying
Querying Records
Records in
in aa Folder
Folder
•• Define
Define query
query criteria
criteria
–– Always
Always
–– Never
Never
–– Ask
Ask each
each time
time
•• Open
Open as
as Default
Default
•• Public
Public
•• You
You can
can reset
reset the
the query
query criteria
criteria by
by selecting
selecting
(M)
(M) Folder
Folder >> Reset
Reset Query
Query
Resetting
Resetting Query
Query Criteria
Criteria
Folder
Folder Tools
Tools
Save New
Open
Delete
Widen Show
Shrink Hide
Direct
Direct Manipulation
Manipulation Techniques
Techniques for
for
Folders
Folders
Folder Name
More
More Folder
Folder Tasks
Tasks
•• Recovering
Recovering Original
Original Folder
Folder Definition
Definition
–– (M)
(M) Folder
Folder >> Save
Save As
As
–– Clear
Clear the
the check
check box
box called
called Open
Open as
as Default,
Default,
–– OK
OK
•• Opening
Opening Another
Another Folder
Folder Definition
Definition
–– (M)
(M) Folder
Folder >> Open
Open
–– Select
Select aa private
private or
or public
public folder
folder definition
definition
–– OK
OK to
to replace
replace current
current folder
folder definition
definition
More
More Folder
Folder Tasks
Tasks
•• Saving
Saving Changes
Changes to to aa Folder
Folder Definition
Definition
–– (M)
(M) Folder
Folder >> Save
Save As As or
or Save
Save
–– Type
Type aa name
name or
or keep
keep the
the same
same name
name
–– OK
OK
•• Deleting
Deleting aa Folder
Folder Definition
Definition
–– (M)
(M) Folder
Folder >> Delete
Delete
–– Select
Select aa folder
folder
–– OK
OK
Folder
Folder Practice
Practice Instructions
Instructions
•• Using
Using the
the Receivables,
Receivables, Vision
Vision Operations
Operations
responsibility,
responsibility, create
create aa folder
folder for
for your
your customer
customer
AT&T
AT&T Universal
Universal Card
Card of
of Active
Active Status.
Status. The
The folder
folder
should
should show
show aa summary
summary forfor this
this customer.
customer. Hint:
Hint:
(N) Customers > Summary, find AT&T
(N) Customers > Summary, find AT&T and Status:and Status:
Active,
Active, (M)
(M) Folder
Folder >> New.
New.
•• Hide
Hide the
the Alternate
Alternate Name
Name andand Taxpayer
Taxpayer ID ID fields.
fields.
•• Move
Move the
the Use
Use field
field to
to the
the far
far left
left of
of the
the form.
form.
•• Save
Save your
your work.
work.
•• Find
Find your
your AT&T
AT&T Summary
Summary again
again and
and access
access your
your
folder.
folder.
Summary
Summary
•• Creating
Creating aa top
top ten
ten list
list
•• Saving
Saving aa document
document to to the
the Navigator
Navigator
•• Creating
Creating aa folder
folder
•• Querying
Querying records
records in
in aa folder
folder
•• Customizing
Customizing the
the layout
layout of
of data
data in
in aa folder
folder
•• Managing
Managing folder
folder definitions
definitions
Setting
Setting Personal
Personal Profile
Profile Options
Options
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• View
View user
user profile
profile options
options that
that are
are common
common to
to all
all
Oracle Applications
Oracle Applications
•• Change
Change your
your profile
profile options
options to
to customize
customize your
your
default
default preferences
preferences
Lesson Overview
Using profile options, you can control the behavior of certain Oracle Applications
features. This lesson explains the levels of profile options and how you can
change them to suit your personal business requirements.
Profile
Profile Options
Options
Oracle Applications
®
User
User Profile
Profile Hierarchy
Hierarchy
User
Responsibility
Application
Site
Setting
Setting Personal
Personal Profile
Profile Values
Values
Profile
Profile Option
Option Values
Values
•• User
User values
values override
override default
default values.
values.
•• Values
Values are
are validated,
validated, except
except for
for number
number or
or date
date
values.
values.
•• You
You cannot
cannot delete
delete aa profile
profile option,
option, but
but you
you can
can
clear
clear the
the value.
value.
Personal
Personal Profiles
Profiles Values
Values
Option Description
More
More Personal
Personal Profiles
Profiles Values
Values
Option Description
Viewer: Default Font Size Set default font size for report
output in the Report Viewer
window
®
Summary
Summary
•• Viewing
Viewing your
your personal
personal User
User Profile
Profile
•• Setting
Setting personal
personal User
User Profile
Profile options
options
Personal
Personal Profiles
Profiles Practice
Practice
•• In
In this
this practice
practice you
you will
will view
view personal
personal profile
profile
options
options for
for Concurrent:Report
Concurrent:Report Copies.
Copies.
•• Change
Change thethe report
report copies
copies User
User Value
Value option
option to
to 2.
2.
•• Save
Save your
your work.
work.
Practice Solution
• Navigate to the Profile Values window, (M) Edit > Preferences > Profiles.
• Find the Profile name of Concurrent:Report Copies.
• Place your cursor in the User Value field and enter 2. Verify that your screen
resembles the slide on the following page.
• (M) File > Save.
Managing
Managing an
an Attachment
Attachment to
to aa Form
Form
Lessons
Lessons Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should bebe able
able to:
to:
•• Identify
Identify the
the availability
availability of
of attachments
attachments
•• Attach
Attach aa document
document to
to aa record
record
•• Copy
Copy an
an attachment
attachment from
from another
another record
record
•• View
View an
an attached
attached document
document
•• Delete
Delete an
an attached
attached document
document
•• Use
Use the
the fields
fields in
in the
the Attachments
Attachments window
window
Lesson Overview
You can attach or link data such as images, word processing documents,
spreadsheets, or video to some Oracle Applications records. This lesson discusses
how to manage these attachments to records.
Attachments
Attachments
•• Images
Images
•• Word
Word processing
processing images
images
•• Spreadsheets
Spreadsheets
•• Web
Web pages
pages
•• Video
Video
The
The Disabled
Disabled Attachments
Attachments Icon
Icon
Adding
Adding aa New
New Attachment
Attachment
•• Query
Query oror enter
enter aa data
data record.
record.
•• Click
Click the
the Attachments
Attachments toolbar
toolbar icon.
icon.
•• Enter
Enter aa category
category and
and description.
description.
•• Type
Type in
in your
your document
document text,
text, or
or specify
specify aa file
file name
name
or
or Web
Web page
page URL.
URL.
•• Save
Save your
your work.
work.
What
What You
You Can Do
Do with
with Attachments
Attachments
•• Copy
Copy attachments
attachments
•• View
View an
an attached
attached document
document
•• Delete
Delete an
an attachment
attachment
Attachments
You can copy existing attachments to other data records. You can view
attachments to any records, and delete attachments.
Copying
Copying Attachments
Attachments
Copying Attachments
Oracle Applications keeps a catalog of documents that have been attached to
applications data records. You can take advantage of this catalog if you want to
attach an existing document to a second or subsequent data record.
If the document you want to attach already exists within Oracle Applications,
click Document Catalog. When the Document Catalog window opens, query an
existing document, check one or more documents, and then click Attach 1.
How to Copy an Attachment from Another Record
1. Query the record you want to attach a document to in an application window.
(Do not query the record that already has the attachment.)
2. Click Attachments on the Toolbar.
3. Click the Document Catalog... button and enter query criteria in the Attached
To: field for the application object you want to copy the attachments from.
4. Click the Find button and select a document.
5. Click the Attach 1 button.
6. Save your work.
Viewing
Viewing Attachments
Attachments
Examining
Examining the
the Attachments
Attachments Window
Window
Attachments
Attachments Window
Window Fields
Fields
•• Category
Category
•• Datatype
Datatype
•• File
File or
or URL
URL
•• May
May bebe Changed
Changed
•• Document
Document Block
Block
Summary
Summary
•• Attaching
Attaching aa document
document to
to aa record
record
•• Copying
Copying an
an attachment
attachment
•• Viewing
Viewing an
an attached
attached document
document
Attachments
Attachments Practice
Practice Instructions
Instructions
•• Using
Using the
the Receivables,
Receivables, Vision
Vision Operations
Operations
responsibility,
responsibility, attach
attach aa document
document to
to the
the AT&T
AT&T
Universal
Universal Card
Card customer.
customer.
Hint:
Hint: (N)
(N) Customers
Customers >> Standard
Standard
•• Create
Create aa short
short text
text attachment.
attachment.
•• Enter
Enter your
your text
text in
in the
the Attachments
Attachments window.
window.
•• Save
Save your
your work.
work.
Using Flexfields
Chapter 11 - Page 1
Using Flexfields
Using
Using Flexfields
Flexfields
Using Flexfields
Chapter 11 - Page 2
Lesson Objectives
Lesson
Lesson Objectives
Objectives
After
After this
this lesson,
lesson, you
you should
should be
be able
able to:
to:
•• Identify
Identify aa flexfield
flexfield
•• Describe
Describe the
the two
two types
types of
of flexfields
flexfields
•• Examine
Examine an
an expanded
expanded flexfield
flexfield
•• Search
Search for
for data
data in
in aa flexfield
flexfield
Lesson Overview
Flexfields are found in every Oracle Application and are used to store information
that is important and unique to your company. In this lesson you will examine the
two types of flexfields and learn how to search for flexfield data.
Using Flexfields
Chapter 11 - Page 3
Flexfields
Flexfields
Flexfields
A
A flexfield
flexfield is
is aa flexible
flexible data
data field
field that
that your
your
organization
organization cancan customize
customize for for your
your business
business
needs
needs without
without programming.
programming. OracleOracle applications
applications
uses
uses two
two types
types of of flexfields:
flexfields:
•• Key
Key flexfields
flexfields
•• Descriptive
Descriptive flexfields
flexfields
Identifying Flexfields
A flexfield is a field made up of sub-fields, or segments. A flexfield appears on
your form as a pop-up window that contains a prompt for each segment. Each
segment has a name and a set of valid values. There are two types of flexfields:
key flexfields and descriptive flexfields.
When your organization initially installs Oracle Applications, you and your
organization’s implementation team customize the key flexfields to incorporate
code segments that are meaningful to your business. You decide what each
segment means, what values each segment can have, and what the segment values
mean. Your organization can define rules to specify which segment values can be
combined to make a valid complete code (also called a combination). You can
also define relationships among the segments. The result is that you and your
organization can use the codes you want rather than changing your codes to meet
Oracle Applications’ requirements.
Using Flexfields
Chapter 11 - Page 4
Business Needs
Business
Business Needs
Needs
•• Intelligent
Intelligent fields
fields
•• Field
Field validation
validation
•• Ability
Ability to
to modify
modify structure
structure
•• Capture
Capture information
information not
not included
included in
in base
base
application
application oror existing
existing fields
fields
•• Query
Query and
and report
report on
on custom
custom fields
fields
Using Flexfields
Chapter 11 - Page 5
Review Question
Review
Review Question
Question
Identify
Identify which
which of
of the
the following
following is
is NOT
NOT aa reason
reason to
to use
use
flexfields.
flexfields.
a.
a. Validate
Validate values
values and
and combination
combination of
of values.
values.
b.
b. Capture
Capture additional
additional information
information that
that is
is not
not provided
provided
by existing fields.
by existing fields.
c.
c. Add
Add new
new logical
logical processing
processing not
not provided
provided by
by the
the
existing application.
existing application.
d.
d. Customize
Customize data
data fields
fields without
without programming.
programming.
Using Flexfields
Chapter 11 - Page 6
Review Question Solution
Review
Review Question
Question Solution
Solution
Identify
Identify which
which of
of the
the following
following is
is NOT
NOT aa reason
reason to
to use
use
flexfields.
flexfields.
a.
a. Validate
Validate values
values and
and combination
combination of
of values.
values.
b.
b. Capture
Capture additional
additional information
information that
that is
is not
not provided
provided
by existing fields.
by existing fields.
c.
c. Add
Add new
new logical
logical processing
processing not
not provided
provided by
by the
the
existing application.
existing application.
d.
d. Customize
Customize data
data fields
fields without
without programming.
programming.
Using Flexfields
Chapter 11 - Page 7
Key Flexfields
Key
Key Flexfields
Flexfields
A
A key
key flexfield
flexfield is
is aa field
field that
that you
you can
can customize
customize to
to
enter
enter multisegment
multisegment values values such
such as
as part
part numbers,
numbers,
account
account numbers,
numbers, and and soso on.
on.
Examples:
Examples:
•• P35-297-A
P35-297-A (part
(part number)
number)
•• 0450-387-3478
0450-387-3478 (account
(account number)
number)
Using Flexfields
Chapter 11 - Page 8
Descriptive Flexfields
Descriptive
Descriptive Flexfields
Flexfields
A
A descriptive
descriptive flexfield
flexfield is
is aa field
field you
you customize
customize toto
enter
enter additional
additional information
information for for which
which your
your Oracle
Oracle
Applications
Applications product
product has
has notnot already
already provided
provided aa field.
field.
Example:
Example:
You
You want
want to
to provide
provide anan additional
additional field
field to
to enter
enter an
an
Internet
Internet address
address for
for aa customer.
customer.
Using Flexfields
Chapter 11 - Page 9
Key Flexfield
Key
Key Flexfield
Flexfield
Key
flexfield
Using Flexfields
Chapter 11 - Page 10
Expanded Key Flexfield
Expanded
Expanded Key
Key Flexfield
Flexfield
01.110.7450.0000.000
Using Flexfields
Chapter 11 - Page 11
Expanded Descriptive Flexfield
Expanded
Expanded Descriptive
Descriptive Flexfield
Flexfield
Using Flexfields
Chapter 11 - Page 12
Review Question
Review
Review Question
Question
Label
Label the
the flexfield
flexfield types.
types.
1 2
1.
1. ____________
____________ flexfield
flexfield
2.
2. ____________
____________ flexfield
flexfield
Using Flexfields
Chapter 11 - Page 13
Review Question Solution
Review
Review Question
Question Solution
Solution
Label
Label the
the flexfield
flexfield types.
types.
1 2
1.
1. Key
Key flexfield
flexfield
2.
2. Descriptive
Descriptive flexfield
flexfield
Using Flexfields
Chapter 11 - Page 14
Using Search Criteria in a Flexfield
Using
Using Search
Search Criteria
Criteria in
in aa Flexfield
Flexfield
Using Flexfields
Chapter 11 - Page 15
Searching a Flexfield
Searching
Searching aa Flexfield
Flexfield
•• (M)
(M) View
View >> Query
Query by
by Example
Example >> Enter.
Enter.
In
In addition
addition to
to entering
entering search
search criteria
criteria in
in any
any of
of the
the
fields of the block, you can bring up a key flexfield
fields of the block, you can bring up a key flexfield
window
window andand enter
enter search
search criteria.
criteria.
•• (M)
(M) Edit
Edit >> Edit
Edit Field...
Field... and
and enter
enter criteria.
criteria.
When
When youyou are
are done,
done, choose
choose OK
OK to
to close
close the
the
flexfield
flexfield window.
window.
•• (M)
(M) View
View >> Query
Query by
by Example
Example >> Run
Run to
to perform
perform the
the
search.
search.
Using Flexfields
Chapter 11 - Page 16
Summary
Summary
Summary
•• Identifying
Identifying aa flexfield
flexfield
•• Describing
Describing the
the two
two types
types of
of flexfields
flexfields
•• Examining
Examining an
an expanded
expanded flexfield
flexfield
•• Searching
Searching aa flexfield
flexfield
Using Flexfields
Chapter 11 - Page 17
Flexfield Practice Overview
Flexfield
Flexfield Practice
Practice Overview
Overview
In
In this
this practice
practice you
you will
will examine
examine Oracle
Oracle
Applications
Applications flexfields.
flexfields.
Using Flexfields
Chapter 11 - Page 18
Practice Instructions
Practice
Practice Instructions
Instructions
•• Using
Using the
the Assets,
Assets, Vision
Vision Operations
Operations
responsibility,
responsibility, perform
perform anan inquiry
inquiry for
for financial
financial
information
information for
for an
an asset.
asset.
Hint:
Hint: (N)
(N) Inquiry
Inquiry >> Financial
Financial Information
Information
•• Find
Find an
an Asset
Asset Category
Category flexfield
flexfield and
and expand
expand it.
it.
•• Using
Using the
the General
General Ledger,
Ledger, Vision
Vision Operations
Operations
responsibility,
responsibility, search
search for
for an
an accounting
accounting flexfield
flexfield
combination.
combination.
Hint:
Hint: (N)
(N) Setup
Setup >> Accounts
Accounts >> Combinations
Combinations
•• Do
Do aa search
search for
for all
all flexfields
flexfields with
with Company
Company 01 01 and
and
Department 410.
Department 410.
Practice Solution
Assets
• (N) Inquiry > Financial Information, and click the Find button.
• When you locate a flexfield, click in it and it expands. Verify that your screen
resembles the following screen.
• Click Cancel after you have viewed the flexfield.
General Ledger
• (M) File > Switch Responsibility
• (N) Setup > Accounts > Combinations
• (M) View > Query By Example > Enter
• Place your cursor in the Account field and go into Edit mode. (M) Edit > Edit
Field
• When the Operations Accounting Flex window appears, select your criteria for
the query from the LOV. Put your cursor in the Company field and select 01
from the list. Then put your cursor in the Department field and select 410 from
the list and click OK.
• Click OK in the Operations Accounting Flex window.
• Run the query, (M) View > Query By Example > Run.
Using Flexfields
Chapter 11 - Page 19
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Using Flexfields
Chapter 11 - Page 20