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R11i Navigating Oracle

Applications
Student Guide

14468GC11
Production 1.1
September 2000
M0-12867
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Author

Deborah Steffen

Technical Contributors and Reviewers

Terri North, Adrienne Whelan, Peter Wallack, Millie Wang

This book was published using:

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

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R11i Navigating Oracle Applications Table of Contents


i
Entering Data Using Forms .................................................................................................4-2
Lesson Objectives................................................................................................................4-3
Creating New Records.........................................................................................................4-4
Deleting Records .................................................................................................................4-5
Using a List of Values .........................................................................................................4-6
LOV Shortcuts .....................................................................................................................4-7
AutoSelection and List Search.............................................................................................4-8
Long-List Fields...................................................................................................................4-9
Using Calendars...................................................................................................................4-10
Calendar Time .....................................................................................................................4-11
Using the Editor...................................................................................................................4-12
Clearing Data .......................................................................................................................4-13
Copying Data from a Record ...............................................................................................4-14
Saving a Record...................................................................................................................4-15
Summary..............................................................................................................................4-16
Guided Practice Overview ...................................................................................................4-17
Guided Practice Instructions................................................................................................4-18
Guided Practice Solution .....................................................................................................4-20
Searching for Data Using Forms ..........................................................................................5-1
Searching for Data Using Forms..........................................................................................5-2
Lesson Objectives................................................................................................................5-3
Searching for Information....................................................................................................5-4
How to Use Find Mode........................................................................................................5-5
Using the Find Window.......................................................................................................5-6
Specifying Complex Search Criteria ...................................................................................5-7
Using Query Mode ..............................................................................................................5-8
Query Operators...................................................................................................................5-9
Query Versus Find...............................................................................................................5-10
Retrieved Records................................................................................................................5-11
Summary..............................................................................................................................5-12
Practice Overview................................................................................................................5-13
Practice Instructions.............................................................................................................5-14
Accessing Online Help ...........................................................................................................6-1
Accessing Online Help ........................................................................................................6-2
Lesson Objectives................................................................................................................6-3
Using Window Help ............................................................................................................6-4
Using Online Help ...............................................................................................................6-5
Searching for Help Information ...........................................................................................6-6
Review Question..................................................................................................................6-7
Review Question Solution ...................................................................................................6-8
Review Question..................................................................................................................6-9
Review Question Solution ...................................................................................................6-10
Search Syntax ......................................................................................................................6-11
Oracle Applications Library ................................................................................................6-12
Review Question..................................................................................................................6-13
Review Question Solution ...................................................................................................6-14
Error Messages ....................................................................................................................6-15
Record History.....................................................................................................................6-16
About Oracle Applications ..................................................................................................6-17
Summary..............................................................................................................................6-18
Practice Overview................................................................................................................6-19
Practice Instructions.............................................................................................................6-20
Running Reports and Programs...........................................................................................7-1
Running Reports and Programs ...........................................................................................7-2
Lesson Objectives................................................................................................................7-3

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R11i Navigating Oracle Applications Table of Contents


ii
Concurrent Processing and Standard Request Submission ..................................................7-4
Definitions ...........................................................................................................................7-5
Using Concurrent Processing...............................................................................................7-7
Submit Request Flow...........................................................................................................7-8
Submitting a Request...........................................................................................................7-9
Submission Schedule ...........................................................................................................7-10
Upon Completion.................................................................................................................7-11
Requests...............................................................................................................................7-12
Reprint .................................................................................................................................7-13
Defining a Request Set ........................................................................................................7-14
Request Set Stages...............................................................................................................7-15
Request Set ..........................................................................................................................7-16
Stages...................................................................................................................................7-18
Requests in a Stage ..............................................................................................................7-19
Request Parameters..............................................................................................................7-20
Link Stages ..........................................................................................................................7-22
Example of Assigning Request Sets ....................................................................................7-23
Finding Requests .................................................................................................................7-24
Requests...............................................................................................................................7-26
Four Phases of a Concurrent Request ..................................................................................7-29
Pending Phase......................................................................................................................7-30
Running Phase .....................................................................................................................7-31
Completed Phase .................................................................................................................7-32
Inactive Phase ......................................................................................................................7-33
Canceling or Holding Requests ...........................................................................................7-34
Changing Request Options ..................................................................................................7-35
Summary..............................................................................................................................7-36
Practice Overview................................................................................................................7-37
Practice Instructions.............................................................................................................7-38
Customizing the Presentation of Data..................................................................................8-1
Customizing the Presentation of Data..................................................................................8-2
Lesson Objectives................................................................................................................8-3
Top Ten List ........................................................................................................................8-4
Top Ten Practice Instructions ..............................................................................................8-5
Placing Documents on the Navigator ..................................................................................8-6
Documents Practice Instructions..........................................................................................8-7
What You Can Do with Folders ..........................................................................................8-8
Folders .................................................................................................................................8-9
Querying Records in a Folder ..............................................................................................8-10
Resetting Query Criteria ......................................................................................................8-11
Folder Tools.........................................................................................................................8-12
Direct Manipulation Techniques for Folders .......................................................................8-13
More Folder Tasks...............................................................................................................8-14
Folder Practice Instructions .................................................................................................8-16
Summary..............................................................................................................................8-18
Setting Personal Profile Options ..........................................................................................9-1
Setting Personal Profile Options..........................................................................................9-2
Lesson Objectives................................................................................................................9-3
Profile Options.....................................................................................................................9-4
User Profile Hierarchy.........................................................................................................9-5
Setting Personal Profile Values ...........................................................................................9-6
Profile Option Values ..........................................................................................................9-7
Personal Profiles Values ......................................................................................................9-8
More Personal Profiles Values ............................................................................................9-9
Summary..............................................................................................................................9-10

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R11i Navigating Oracle Applications Table of Contents


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Personal Profiles Practice ....................................................................................................9-11
Managing an Attachment to a Form....................................................................................10-1
Managing an Attachment to a Form ....................................................................................10-2
Lessons Objectives ..............................................................................................................10-3
Attachments .........................................................................................................................10-4
The Disabled Attachments Icon...........................................................................................10-5
Adding a New Attachment ..................................................................................................10-6
What You Can Do with Attachments ..................................................................................10-7
Copying Attachments ..........................................................................................................10-8
Viewing Attachments ..........................................................................................................10-9
Examining the Attachments Window ..................................................................................10-10
Attachments Window Fields................................................................................................10-12
Summary..............................................................................................................................10-13
Attachments Practice Instructions........................................................................................10-14
Using Flexfields ......................................................................................................................11-1
Using Flexfields...................................................................................................................11-2
Lesson Objectives................................................................................................................11-3
Flexfields .............................................................................................................................11-4
Business Needs ....................................................................................................................11-5
Review Question..................................................................................................................11-6
Review Question Solution ...................................................................................................11-7
Key Flexfields......................................................................................................................11-8
Descriptive Flexfields ..........................................................................................................11-9
Key Flexfield .......................................................................................................................11-10
Expanded Key Flexfield ......................................................................................................11-11
Expanded Descriptive Flexfield...........................................................................................11-12
Review Question..................................................................................................................11-13
Review Question Solution ...................................................................................................11-14
Using Search Criteria in a Flexfield.....................................................................................11-15
Searching a Flexfield ...........................................................................................................11-16
Summary..............................................................................................................................11-17
Flexfield Practice Overview ................................................................................................11-18
Practice Instructions.............................................................................................................11-19

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R11i Navigating Oracle Applications Table of Contents


iv
Preface

Profile

Before You Begin This Course

Before you begin this course, you should have the following qualifications:

• Thorough knowledge of using any type of personal computer

• Working experience with Windows

Prerequisites

• There are no prerequisites for this course.

How This Course Is Organized

R11i Navigating Oracle Applications is an instructor-led course featuring lecture


and hands-on exercises. Online demonstrations and written practice sessions
reinforce the concepts and skills introduced.

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R11i Navigating Oracle Applications Table of Contents


v
Related Publications

Oracle Publications

Title Part Number

Oracle Applications User’s Guide A75394

Oracle Applications Flexfields Guide A75393

Oracle Applications System Administrator’s Guide A75396

Additional Publications

• System release bulletins

• Installation and user’s guides

• read.me files

• Oracle Magazine

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R11i Navigating Oracle Applications Table of Contents


vi
Typographic Conventions

Typographic Conventions in Text

Convention Element Example


Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)

Caps and Buttons, Click the Executable button.


lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the
windows ORD block.
Open the Master Schedule window.

Courier new, Code output, Code output: debug.set (‘I”, 300);


case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott

Initial cap Graphics labels Customer address (but Oracle Payables)


(unless the term is a
proper noun)

Italic Emphasized words Do not save changes to the database.


and phrases, For further information, see Oracle7 Server
titles of books and SQL Language Reference Manual.
courses, Enter user_id@us.oracle.com,
variables where user_id is the name of the user.
Quotation Interface elements Select “Include a reusable module component”
marks with long names and click Finish.
that have only
initial caps; This subject is covered in Unit II, Lesson 3,
lesson and chapter “Working with Objects.”
titles in cross-
references

Uppercase SQL column Use the SELECT command to view


names, commands, information stored in the LAST_NAME
functions, schemas, column of the EMP table.
table names

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R11i Navigating Oracle Applications Table of Contents


vii
Convention Element Example
Arrow Menu paths Select File—> Save.
Brackets Key names Press [Enter].

Commas Key sequences Press and release keys one at a time:


[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously:
[Ctrl]+[Alt]+[Del]

Typographic Conventions in Code

Convention Element Example


Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;

Passwords DROP USER scott


IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER
(‘prod_pie_layer’))

Lowercase Syntax variables CREATE ROLE role


italic
Uppercase SQL commands and SELECT userid
functions FROM emp;

Typographic Conventions in Navigation Paths

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

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.

2. (M) From the menu, select Query > Find.

3. (B) Click the Approve button.

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R11i Navigating Oracle Applications Table of Contents


viii
Notations :

(N) = Navigator

(M) = Menu

(T) = Tab

(I) = Icon

(H) = Hyperlink

(B) = Button

Typographical Conventions in Help System Paths

This course uses a “navigation path” convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General
Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the
help system window.

Getting Help

Oracle Applications provides you with a complete online help facility.

Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.

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R11i Navigating Oracle Applications Table of Contents


ix
To display help for a current window:

1. Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.

A web browser window appears, containing search and navigation frames on


the left, and a frame that displays help documents on the right.

The document frame provides information on the window containing the


cursor. The navigation frame displays the top-level topics for your
responsibility, arranged in a tree control.

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.

Searching for 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.

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 doesn't fully answer your questions, use your browser's
Back button to return to the list of titles and try another.

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R11i Navigating Oracle Applications Table of Contents


x
Introduction
Chapter 1

Copyright © Oracle Corporation, 2000. All rights reserved.

Introduction
Chapter 1 - Page 1
R11i Navigating Oracle Applications

R11i
R11i Navigating
Navigating Oracle
Oracle Applications
Applications

Course
Course Introduction
Introduction

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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 ®

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Introduction
Chapter 1 - Page 3
Oracle Applications Data Flow

Oracle
Oracle Applications
Applications Data
Data Flow
Flow

Oracle Data entry Oracle


Inventory General Ledger

Forms Tables Oracle Server


®

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Sample Flow of Oracle Applications Data


Oracle Applications is a tightly integrated suite of application products that share
a common look and feel. Using the menus and windows of Oracle Applications,
you have access to all the functions that you need to manage your business
information.
Oracle Applications software is highly responsive to users by providing full point-
and-click capability. You use your mouse or keyboard to operate graphical
controls such as pull-down menus, buttons, pop-up lists, check boxes, or tabs. An
Oracle Applications form is a user’s interface to business data stored in the
database. You may have called it a “screen” in other applications. You navigate
between and within forms to enter and access information from the database.

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Introduction
Chapter 1 - Page 4
Logging On and Off of Oracle
Applications
Chapter 2

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Logging On and Off of Oracle Applications


Chapter 2 - Page 1
Logging On and Off of Oracle Applications

Logging
Logging On
On and
and Off
Off
of
of Oracle
Oracle Applications
Applications

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 2
Lesson Objectives

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

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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.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 3
Logging On to Oracle Applications

Logging
Logging On
On to
to Oracle
Oracle Applications
Applications

Copyright  Oracle Corporation, 2000. All rights reserved.

Starting Oracle Applications


The first step in starting Oracle Applications is to enter the appropriate URL for
your site in an Oracle Applications certified browser.
After starting Oracle Applications, the first window you see is the logon window.
You need an Oracle Applications user name and password, also known as an
Oracle Applications user name, to log on to Oracle Applications. It is different
from the user name and password you use to log on to your computer. If you are
not sure of your Oracle Applications user name and password, consult your
system administrator.
Oracle Applications security is based on your Oracle Applications user name.
Your user name connects you to your responsibilities, which controls your access
to applications, functions, reports, and data.
(Help) Oracle Applications User’s Guide > Getting Started > Starting Oracle
Applications > Starting and Logging On

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Logging On and Off of Oracle Applications


Chapter 2 - Page 4
Personal Homepage to Applications

Personal
Personal Homepage
Homepage to
to Applications
Applications

Personal
Homepage

Forms-based Self-Service
applications applications

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The Personal Homepage


After you log on to Oracle Applications, a Personal Homepage is displayed.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 5
Responsibility Relationships: Many to One

Responsibility
Responsibility Relationships:
Relationships:
Many
Many to to One
One

Accounts Payroll
Payable

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 6
Responsibility Relationships

Responsibility
Responsibility Relationships
Relationships

Responsibility
menu
One to many

Responsibility 1 Responsibility 2 Responsibility 3

Many
to many

User 1 User 2 User 3 User 4


®

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 7
Choosing a Responsibility

Choosing
Choosing aa Responsibility
Responsibility

From the Personal


Homepage
click on a
link to the
responsibility

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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.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 8
Navigator

Navigator
Navigator
Menu
bar
Toolbar
Region tabs

Functions

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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.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 9
Navigator Region Tabs

Navigator
Navigator Region
Region Tabs
Tabs

Region Tab Description

Functions Displays the forms that you can


navigate to in a navigation list
on the left-hand side of the
Navigate window.

Documents Displays links to documents that


you have created.

Processes Displays a visual map of a


business process.

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Using Region Tabs


The Functions tab displays all of the applications functions that you can access for
the responsibility that you selected.
If you have a document, such as a particular purchase order, invoice, or sales
order that you want to access later, you can create a link to the document using
the Navigator's Document feature.
The Navigator’s Document feature allows you to create as many links as you
want and save them in the Documents region of the Navigator window. When you
use a link to open a document, Oracle Applications opens the document in the
appropriate form window. You can access the Document region using the tab
control.
The Processes region of the Navigator (the “Process Navigator”) automates
business flows across Oracle Applications forms. It allows you to model and
execute complex business processes through an easy-to-use, graphical user
interface. The business processes enabled through the Process Navigator can cross
product boundaries and include complete business cycles.
The Process Navigator guides you step-by-step through each required function in
a business process. In addition to providing a visual map of a business process,
the Process Navigator can launch the appropriate Oracle Applications forms or
standard reports at each step.

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Logging On and Off of Oracle Applications


Chapter 2 - Page 10
Expanding or Collapsing the Navigation List

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Navigation List


Each user can access the Oracle Applications forms in several ways so that they
can use the system quickly, according to their own computer style. Use the
various buttons on the Navigator to manipulate list items.

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 11
Expanding or Collapsing Several Items

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Navigation List (continued)


Click any of these buttons to expand or collapse several items listed on the
Navigator Menu. These functions are also available in the Tools pulldown menu.

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 12
Logging Off of Oracle Applications

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Exiting Oracle Applications


(M) File > Exit Oracle Applications, to log off the system. It is important to exit
the system in this manner, rather than any other, as this is the only way to ensure
that your user name is cleared from system access. You can also close the MDI
window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 13
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 14
Practice Overview

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 15
Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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

Copyright © Oracle Corporation, 2000. All rights reserved.

Logging On and Off of Oracle Applications


Chapter 2 - Page 16
Using Forms and Menus
Chapter 3

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 1
Using Forms and Menus

Using
Using Forms
Forms and
and Menus
Menus

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 2
Lesson Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 3
Navigator Window

Navigator
Navigator Window
Window

Click a
function

Copyright  Oracle Corporation, 2000. All rights reserved.

The Navigator Window


Use the Navigator window to navigate to a form that lets you perform a specific
business activity. The Navigator window is always present during your session of
Oracle Applications and displays the name of your current responsibility in its
window title.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 4
Form Terminology

Form
Form Terminology
Terminology
Menu bar
MDI window
Tool
tip
Window
Title bar

Copyright  Oracle Corporation, 2000. All rights reserved.

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

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 5
Form Terminology

Form
Form Terminology
Terminology

Region

Field
Region tab

Button

Copyright  Oracle Corporation, 2000. All rights reserved.

Form Terminology (continued)


Region—A logical grouping of fields set apart from other fields by a box outline
Region tab—A collection of regions that occupy the same space in a window
where only one region can be displayed at a time
Field—An area in a window that displays data or enables you to enter data
Button—A graphic element that initiates a predefined action when you click it

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 6
Form Terminology

Form
Form Terminology
Terminology

Option
button
Modal
window
Block

Scrolling
region

Copyright  Oracle Corporation, 2000. All rights reserved.

Form Terminology (continued)


Option button—A button that indicates an individual selection is available within
an option group
Modal window—A window that requires you to act on its content before
continuing
Scrolling region—A region, containing a scroll bar, in which to view other fields
Block—An area of information relative to a specific business function or entity

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 7
Form Terminology

Form
Form Terminology
Terminology

LOV icon

Record
or row
Poplist Check box

Copyright  Oracle Corporation, 2000. All rights reserved.

Form Terminology (continued)


Record or Row—A set of one or more related data items from a table or view that
are grouped for processing
Check box—A box in which you can toggle between an on/off or yes/no state for
a particular value
LOV icon—An icon that you can click to display a list of values (LOV) for the
current field
Poplist—A poplist lets you choose a single value from a short list

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 8
Terminology Review Questions

Terminology
Terminology Review
Review Questions
Questions

1.

5.

2.
3.
4.

Copyright  Oracle Corporation, 2000. All rights reserved.

Practice Instructions
Label the numbered boxes in the slide.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 9
Terminology Review Solution

Terminology
Terminology Review
Review Solution
Solution

1. LOV

5. Block

2. Record
or row
3. Poplist
4. Tabbed
region

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 10
Field Colors

Field
Field Colors
Colors

Field Color Description

White Allow data entry

White with green text Indicate drill-down capability

Yellow Require data entry

Gray with black text Are display only

Blue Indicate fields to use in Query-


Enter mode

Copyright  Oracle Corporation, 2000. All rights reserved.

What Field Colors Indicate


Each block contains fields you use to enter, view, update, or delete information. A
field prompt describes each field by telling you what kind of information appears
in the field or what kind of information you should enter in the field. Fields are
color coded to indicate their type as follows:
White Fields—allow data entry
White Fields with Green Text—indicate drill-down capability
Yellow Fields—require data entry
Gray Fields with Black Text—are display-only
Blue Fields—indicate fields to use in Query-Enter mode
The term field generally refers to a text field, an area in a window that either
displays data or allows you to enter data. However, a field can also include a
button, check box, option group, or poplist.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 11
The Toolbar

The
The Toolbar
Toolbar

• Edit Field
• Save • Zoom
• Next Step • Translations
Tool • Print • Attachments
tip • Close Form • Folder Tools

• New • Cut Help


• Find • Copy
• Show • Paste
Navigator • Clear Record
• Delete

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Toolbar


The toolbar is a collection of iconic buttons, where each button performs a
specific action when you choose it. Each toolbar button replicates a commonly-
used menu bar item. Depending on the context of the current field or window, a
toolbar button can be enabled or disabled. You can display help or a tool tip for an
enabled toolbar button by holding your mouse over the button.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 12
The Toolbar Icons

The
The Toolbar
Toolbar Icons
Icons

• New
• Find
• Show Navigator

Copyright  Oracle Corporation, 2000. All rights reserved.

New
Creates a new record in the active form.
Find...
Displays the Find window to retrieve records.
Show Navigator
Displays the Navigator window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 13
The Toolbar Icons

The
The Toolbar
Toolbar Icons
Icons

• Save
• Next Step
• Print
• Close Form

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 14
The Toolbar Icons

The
The Toolbar
Toolbar Icons
Icons

• Cut
• Copy
• Paste
• Clear Record
• Delete

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 15
The Toolbar Icons

The
The Toolbar
Toolbar Icons
Icons

• Edit Field Help


• Zoom
• Translations
• Attachments
• Folder Tools

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 16
Toolbar Review

Toolbar
Toolbar Review
Review

1. 3. 5.

2. 4. 6.

Copyright  Oracle Corporation, 2000. All rights reserved.

Practice 2 Instructions
Label the toolbar icons.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 17
Toolbar Review Solutions

Toolbar
Toolbar Review
Review Solutions
Solutions

5. Close
1. Find 3. Save
form

2. Show 6. Clear
4. Print
Navigator record

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 18
Keyboard Shortcuts

Keyboard
Keyboard Shortcuts
Shortcuts

(M)
(M) Help
Help >> Keyboard
Keyboard Shortcuts
Shortcuts

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Keyboard Shortcuts


Experienced Oracle Applications users can bypass the menu by using a keyboard
shortcut, a specific combination of keystrokes that performs the same function as
a corresponding menu item. Oracle Applications assigns many commonly used
functions, such as Run Query, Save, or Clear Record to keyboard shortcuts.
You can display a list of the keyboard shortcuts that map to your computer
terminal's keyboard at any time.
To display a list of keyboard shortcuts:
(M) Help > Keyboard Help...
When you finish scrolling through the listing, click OK to close the window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 19
Menus and Special Areas

Menus
Menus and
and Special
Special Areas
Areas

Menu
bar

Status and
message
line

Right mouse
button
menus

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Menus and Other Areas


Oracle Applications use a Multiple Document Interface (MDI). All windows are
displayed inside a single container window, with a single toolbar, menu, message
line, and status line attached to that window. The message line displays pertinent
information for processing your form. The status line displays status information.
The pulldown menu bar includes the following menus: File, Edit, View, Folder,
Tools, Window, and Help.
Use these menus to navigate through a form, to edit or retrieve data, or to perform
various other actions.
In addition to the pulldown menu, you can access the following menu items by
right mouse clicking on an item: Cut, Copy, Paste, Folder Menu, and Help.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 20
File Menu

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the File Menu from the Menu Bar


New—Creates a new record in the active form.
Open—Opens the detail screen for the current selection.
Save—Saves any pending changes in the active form.
Save and Proceed—Saves any pending changes in the active form and advances
to the next record.
Next Step—Updates the Process workflow in the Navigator by advancing to the
next step in the process.
Export—Exports information in your current form to a browser.
Place on Navigator—Creates an icon in the Documents tab of the Navigator
which can be used to recall the active form and its current record.
Log on as a Different User—Allows you to log on to Oracle Applications again as
a different user.
Switch Responsibility—Allows you to change the responsibility in effect for your
current log on.
Print…—Prints your current window. An application may override this action to
instead allow printing of one or more specific reports.
Close Form—Closes all windows of the current form.
Exit Oracle Applications—Quits Oracle Applications.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 21
Edit Menu

Edit
Edit Menu
Menu

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Edit Menu from the Menu Bar


Undo Typing—Undoes any typing done in a field before the field is exited and
returns the field to the most recent value.
Cut—Cut the current selection to the clipboard.
Copy—Copy the current selection to the clipboard.
Paste—Paste the contents of the clipboard into the current field.
Duplicate Record Above—Copies all values from the prior record to the current
record.
Duplicate Field Above—Copies the value of the current field from the prior row.
Clear Record—Erases the current record from the window.
Clear Field—Clears the data from the current field.
Clear Block—Erases all records from the current block.
Clear Form—Erases any pending changes from the current form.
Delete—Deletes the current record from the database.
Select All—Selects all records (for blocks with multi-select).
Deselect All—Deselects all selected records except for the current record (for
blocks with multi-select).
Edit Field…—Displays the Editor window for the current field.
Preferences Change Password—Displays the Change Password dialog box.
Preferences Profiles—Displays the Profiles window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 22
View Menu

View
View Menu
Menu

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the View Menu from the Menu Bar


Show Navigator—Displays the Navigator window.
Zoom—Invokes custom defined zooms.
Find…—Displays the Find window to retrieve records.
Find All—Retrieves all records.
Query by Example Enter—Invokes 'Enter Query' mode to enter search criteria for
a query-by-example.
Query by Example Run—Executes the query-by-example.
Query by Example Cancel—Cancels the query-by-example by exiting from 'Enter
Query' mode.
Query by Example Show Last Criteria—Recovers the search criteria used in the
previous query-by-example.
Query by Example Count Matching Records—Counts the number of records that
would be retrieved if you ran the current query-by-example.
Record First—Moves the cursor to the first record.
Record Last—Moves the cursor to the last record.
Translations…—Displays the Translations window.
Attachments…—Displays the Attachments window.
Summary/Detail—Switch between the summary and detail views of a
combination block.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 23
Requests—Displays the Request window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 24
Folder Menu

Folder
Folder Menu
Menu

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Folder Menu from the Menu Bar


For some forms, you can personalize the presentation of data within a form by
using a folder definition. With a folder definition you can modify the width,
sequence, and prompts of the fields you want to display. Additional features of a
folder definition are:
Displaying only those fields you are interested in viewing
Displaying a subset of records based on your specific criteria
Automatically querying for a subset of records each time you open a specific
folder
Keeping your folder customizations private or making them public for others to
use
Making your customizations the default layout for a folder
Note: Using Folders is covered in detail in the upcoming lesson “Customizing the
Presentation of Data.”

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 25
Tools Menus

Tools
Tools Menus
Menus

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Tools Menu from the Menu Bar


The Tools menus may contain up to fifteen product-specific entries. Examples of
product-specific entries may include a list of commonly used Inquiry windows in
the application, or a commonly used window that a user may want to display for a
quick reference.
In some applications, up to two additional menus may appear after the Tools
menu. These menus are usually labeled “Reports” and “Actions”, but may be
different depending on the products that are being used. Like the Tools menu,
these menus each allow up to 15 product-specific entries.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 26
Window Menu

Window
Window Menu
Menu

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Window Menu from the Menu Bar


Cascade—Displays any open windows in a "cascaded" or stair-stepped fashion.
Tile Horizontally—Displays any open windows in a horizontally "tiled" (non-
overlapping) fashion.
Tile Vertically—Displays any open windows in a vertically "tiled" (non-
overlapping) fashion.
1 (Title of Open Window)—Displays a list of open windows titles in the order in
which they are stacked.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 27
Help Menu

Help
Help Menu
Menu

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Help Menu from the Menu Bar


Window Help—Displays Help for the current window
Oracle Applications Library—Displays a window that lists all available Oracle
Applications Help text
Keyboard Help…—Displays the current mapping of specific functions and menu
options
Diagnostics—There are multiple Diagnostics menus used for coding and
debugging.
Record History—Displays information about who created and updated the current
record.
About Oracle Applications—Displays information about the current window and
application

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 28
Commonly Used Commands

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 29
Review Question

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]

Copyright  Oracle Corporation, 2000. All rights reserved.

Practice 3 Instructions
Identify which command will not save a record in a form.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 30
Review Solution

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]

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 31
Changing Your Password

Changing
Changing Your
Your Password
Password

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 32
Switch Responsibility

Switch
Switch Responsibility
Responsibility

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 33
Demonstration

Demonstration
Demonstration

•• Changing
Changing your
your password
password
•• Switching
Switching responsibilities
responsibilities
•• Logging
Logging on
on again
again

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 34
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 35
Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Forms and Menus


Chapter 3 - Page 36
Entering Data Using Forms
Chapter 4

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 1
Entering Data Using Forms

Entering
Entering Data
Data Using
Using Forms
Forms

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 2
Lesson Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


This lesson illustrates the many functions that are available to you while
performing data entry within Oracle Applications forms.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 3
Creating New Records

Creating
Creating New
New Records
Records

New

(M) File > New

Copyright  Oracle Corporation, 2000. All rights reserved.

Creating a New Record


When you add a new record to the database, Oracle Applications will move the
current record down and insert a new blank row. You add a new record by
entering information into this blank row. In most screens you are automatically on
a new record when the form is opened, so you can just start entering the
information.
After you finish entering the data for your new record, you must remember to
click Save so that your newly added information will be written to the database. If
you enter five new blank rows of information but do not click Save when you are
finished, none of this newly added information will be updated in the database
(the system will prompt you to save before you exit).
How to Create a New Record
(M) File > New. Or, click the New icon on the toolbar.
You can also press the down arrow on your keyboard to insert a blank row, if you
are not in a table on the form. Additionally, some applications have a button
labeled New, and clicking it will insert a blank row.
Type the new information into the blank row.
(M) File > Save or click the Save icon to save the new record.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 4
Deleting Records

Deleting
Deleting Records
Records

Delete

(M) Edit > Delete

Copyright  Oracle Corporation, 2000. All rights reserved.

Deleting a Record from the Database


If you want to delete a record from the database, you must first display the record
on your form and then click the Delete icon.
Note: This option is not always available. For example, in Oracle Applications
you cannot delete a customer once they have been entered; you can only
inactivate their status.
If you do not Save this new change to the database, the record is not truly deleted
(the system will prompt you to save before you exit).
How to Delete a Record
(M) Edit > Delete, or click the Delete icon.
(M) File > Save or click the Save icon.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 5
Using a List of Values

Using
Using aa List
List of
of Values
Values
Click the LOV icon
in the field

The list of
valid values
is displayed

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the LOV


The List of Values (LOV) feature is very useful while entering data in Oracle
Applications. It provides you with a powerful, easy-to-use data entry method that
increases your accuracy and productivity. Using the LOV makes data entry an
easy task for novice users, and experienced users can enter correct data with a
minimum number of keystrokes.
Oracle Applications notifies you when a list of acceptable input values is
available for a field by displaying the List icon in the field. When you display a
list, the values appear in a window with a title that describes the contents.
By using the LOV feature, you can save time and enter data quickly without
having to memorize or look up valid data for each field. You can choose data
from an online list of valid input choices whenever you want. Additionally, you
are relying on Oracle Applications to validate your input since you will know
right away if your entry does not match an option from the LOV.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 6
LOV Shortcuts

LOV
LOV Shortcuts
Shortcuts

•• AutoSelection
AutoSelection
•• List
List Search
Search
•• Long-List
Long-List Fields
Fields
•• Power
Power List
List

Copyright  Oracle Corporation, 2000. All rights reserved.

Choosing a Value from a List


To choose a value from a list for a field click the LOV icon in the field to display
a list. If you do not want to view the entire list selection, you can reduce the
length of a list, or select directly from the list by using some of the methods
described below.
• Without clicking in the Find field (see screen shot above), type the first
character(s) of a value to reduce the list to only those values that match the
characters you enter. This is also known as AutoSelection.
• Search for a value by clicking in the Find field, then enter your search criteria in
the Find field and click the Find button.
• Select a value directly from the list by using the mouse to scroll through the list
and then double-click the value to choose it, or click once on the value and then
click OK to choose it.
Once you choose a value, the list window closes and inserts the value into the
current field. To close a list window without choosing a value, select Cancel.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 7
AutoSelection and List Search

AutoSelection
AutoSelection and
and List
List Search
Search

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 8
Long-List Fields

Long-List
Long-List Fields
Fields

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 9
Using Calendars

Using
Using Calendars
Calendars

Choose a Choose a
month year

Choose a
day

Copyright  Oracle Corporation, 2000. All rights reserved.

Choosing a Date in the Calendar Window


Values in a date field can be typed directly or you can use a calendar to enter a
valid value in a date field if the field displays the List icon. If your date field
supports time, you can also use the Calendar window to choose a valid time with
the date.
1. Put your cursor in a date field.
2. Click the List icon to display the Calendar window. The date value that appears
below the calendar is called the selected date, which is either the value already in
the field, the default value of the field, or the current system date.
3. Click on a date.
Note: Disabled buttons that show dimmed text represent invalid days, which
cannot be chosen. Similarly, if a date field is display only, you can display the
Calendar window for the field, but you cannot change the date shown on the
calendar.
4. Click OK to accept the selected date and close the window.
5. Click Cancel if you want to close the window without choosing a date.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 10
Calendar Time

Calendar
Calendar Time
Time

Choose an
hour, minutes,
and AM or PM

Copyright  Oracle Corporation, 2000. All rights reserved.

Choosing a Time in the Calendar Window


1. Follow steps 1 through 5 in the section Choosing a Date in the Calendar
Window to choose a date. If the current field supports both date and time, the
Calendar window reveals additional time items.
2. Click the hour or minute pop-up list icon to choose a time value. The minute
pop-up list displays twelve values between 00 and 55 at 5-minute increments.
Note: If a value already exists in the current date and time field when you
display the Calendar window and the minute value is not a 5-minute increment,
the minute pop-up list displays 13 values to include the minute value displayed
in the field.
3. Check AM or PM.
4. Click OK to accept the selected date and time and close the window.
5. Click Cancel to close the window without choosing a date or time.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 11
Using the Editor

Using
Using the
the Editor
Editor

Update or edit scrollable


fields easily

Search for and replace


contents of fields

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 12
Clearing Data

Clearing
Clearing Data
Data

Clear

(M) Edit > Clear > Record


(M) Edit > Clear > Field
(M) Edit > Clear > Block
(M) Edit > Clear > Form
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Clearing Data from a Form


You can clear data from the screen at almost any time. Typically, you will use this
feature when you start to enter data into a field and then change your mind. Oracle
Applications will think you are in the middle of processing a record and may not
proceed with your next task until you clear the field.
The data you clear is simply erased from the screen and not deleted from the
database.
Note: If the data is new and has never been saved to the database, it will be lost
permanently when you clear it from the screen.
(M) Edit > Clear, and then choose the appropriate option, to clear a field, record,
block, or form.
You can also clear some or all data from a field by highlighting the data and
choosing
(M) Edit > Cut.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 13
Copying Data from a Record

Copying
Copying Data
Data from
from aa Record
Record

Check your data because not all fields always copy!

Item number Quantity Price Discount %

Item number Quantity Discount %

Copyright  Oracle Corporation, 2000. All rights reserved.

Duplicating Data from a Previous Record


To save time during data entry, you can duplicate data from a previous record if
much of the data needs to be repeated again in the new record. You can use Cut,
Copy, and Paste from the Edit menu or you can use the following techniques:
Copying a Field Value from the Previous Record
1. Enter a new record or query an existing record in your form.
2. (M) File > New or click the New icon to insert a new record after the existing
record.
3. Place your cursor in the field whose value you want to duplicate.
4. (M) Edit > Duplicate Field Above, to copy the field value from the previous
record into the current record.
Copying All Field Values from the Previous Record
1. Follow Steps 1, 2 above.
2. (M) Edit > Duplicate Record Above, to copy all field values from the
previous record into the current record.
Note: Depending on the record storage in the database and relevant database
tables, not all fields may be copied when using this feature. Be sure to check
your new record carefully before you assume all fields have been copied into
the new record. This feature may not be enabled in some forms.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 14
Saving a Record

Saving
Saving aa Record
Record

Save

(M) File > Save


(M) File > Save and Proceed

Copyright  Oracle Corporation, 2000. All rights reserved.

Saving Your Work


When you save your work, Oracle Applications updates the underlying database
with the work you have done since you last saved your changes and then informs
you that the transaction is complete. Saving your work is sometimes referred to as
committing a change or committing a transaction.
Oracle Applications always validates your work upon saving it. If any of the data
you enter is invalid or missing, Oracle Applications displays a message describing
the problem and does not save the data.
To save your work, use any of the following methods:
• (M) File > Save.
• (M) File > Save and Proceed. This will save any changes you have made to
the current window and move to the next record (new or existing) so you
can enter another transaction.
• Click the Save button in the Toolbar.
• Use keyboard shortcut [Ctrl] + [S].

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 15
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 16
Guided Practice Overview

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. ®

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 17
Guided Practice Instructions

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”. ®

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 18
Guided Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 19
Guided Practice Solution

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. ®

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Entering Data Using Forms


Chapter 4 - Page 20
Searching for Data Using
Forms
Chapter 5

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 1
Searching for Data Using Forms

Searching
Searching for
for Data
Data Using
Using Forms
Forms

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 2
Lesson Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 3
Searching for Information

Searching
Searching for
for Information
Information

Copyright  Oracle Corporation, 2000. All rights reserved.

Basic Business Needs


In Oracle Applications you can quickly retrieve and review all available
information in your database without having to remember the information
displayed in the windows, or without having to print lengthy reports to see the
data. Instead, you can simply run a search to obtain the information you want, and
then review the data online in the same window you used to enter the data.
By using the query function in Oracle Applications, you can satisfy the following
information search needs.
• Gain instant, online access to all of your application information. You can
find information quickly and easily, without having to use a complex query
language.
• Search for a specific record or for a group of records based on criteria you
enter. You can retrieve this information directly, without having to review
all the information in your application database.
• Search for information using criteria of different types or lengths, including
a single letter, a single word, or a group of characters, or anything else you
want to enter.
• Find out how much information is available that matches your search
criteria before a search for a single piece of information yields 10,000
responses.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 4
How to Use Find Mode

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Find Mode


To search for records in your current block or window, use the Find window. The
Find window contains fields for entering search criteria. These fields are specific
to the current block and often validate the search criteria you enter against a list of
valid values.
Generally, a Find window is displayed for those blocks that have many records or
for those blocks that can be best searched using criteria in more than one field.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 5
Using the Find Window

Using
Using the
the Find Window
Window

Specify
search
criteria

Click the
Find button

(M) View > Find


®

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Find Window


1. (M) View > Find or click the Find icon on the toolbar.
2. Enter your search criteria in the appropriate fields of the Find window.
If a field does not provide a list of values for you to choose from, you can enter
wildcard characters (% and -) in the search phrase. You cannot, however, use
query operators (such as >, <, and so on) in a Find window.
3. Click the Find button to find any matching records.
4. Click the Clear button to clear the current search criteria from the Find window
so you can enter new search criteria.
5. Click the New button to enter a new record in your current block if your search
finds no matching records. Not all windows support this.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 6
Specifying Complex Search Criteria

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
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Query Mode


To retrieve a group of records based on more sophisticated search criteria than
Find mode can achieve, you can use Query mode to specify complex search
criteria in most of the fields of your current block. The search criteria can include
specific values, phrases containing wildcard characters, and phrases containing
query operators to help you pinpoint the data of interest.
In addition, if you do not actually need to retrieve the records in Query mode, but
only want to know how many records match your search criteria, you can perform
a query count to save yourself time.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 7
Using Query Mode

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

Copyright  Oracle Corporation, 2000. All rights reserved.

How to Use Query Mode


1. (M) View > Query By Example > Enter.
2. Enter search criteria in any of the queryable fields (indicated by blue), using
wildcard characters and query operators as necessary. You can also select
View > Query By Example > Show Last Criteria to display the search criteria
used in your last search, if you performed one.
3. (M) View > Query By Example > Run to perform the search.
4. (M) View > Query By Example > Cancel to cancel from Enter Query mode.
How to Obtain a Query Count
1. Perform steps 1 and 2 above.
2. (M) View > Query By Example > Count Matching Records to display the
number of records a Query By Example search would retrieve.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 8
Query Operators

Query
Query Operators
Operators

Operator Meaning Example

= Equal to = ‘Janet’ = 107

!= Not equal to != ‘Janet’ != 107

> Greater than >99.1 > ‘Joan’

>= Greater than or equal to >=55

< Less than <1000.00

<= Less than or equal to <= 100

#BETWEEN Between two values #BETWEEN 1 and 100


®

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Query Operators and Wildcard Characters


You can use any of the query operators listed in the table shown in the slide. You
can also use the percent “%” wildcard character to represent any character or
group of characters. For example, use “Manuf%” to represent Manufacturing,
Manufacturer, and so on. You can also use the underline “_” character to
represent any single character. For example, “Product_” can represent ProductA,
or Product1.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 9
Query Versus Find

Query
Query Versus
Versus Find
Find

Query Mode Find Mode

Menu bar, [F11] Menu bar, Toolbar

Existing window Find window

Wildcards List of values

Query count No find count

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 10
Retrieved Records

Retrieved
Retrieved Records
Records

Copyright  Oracle Corporation, 2000. All rights reserved.

Reviewing Your Data


After a search, Oracle Applications retrieves any records that matched your search
criteria. Always enter the most selective search criteria that you can.
How to Review Retrieved Records
Use the scroll bar to view additional records currently not visible on the screen in
a multirecord block.
• (M) View > Record First to see the first record.
• (M) View > Record Last to see the last record.
Note: Scrolling through records and using the Record Last command uses
significant system resources. Avoid this by entering selective search criteria.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 11
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 12
Practice Overview

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 13
Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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

Copyright © Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Forms


Chapter 5 - Page 14
Accessing Online Help
Chapter 6

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 1
Accessing Online Help

Accessing
Accessing Online
Online Help
Help

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 2
Lesson Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 3
Using Window Help

Using
Using Window
Window Help
Help

(M) Help > Window Help

Copyright  Oracle Corporation, 2000. All rights reserved.

Accessing Window Help


Oracle Applications provides you with a complete online help facility through
your web browser tool.
How to Display Help for a Current Window
1. Select Help > Window Help. A help window is displayed, providing
information and a list of topics associated with the current application window.
2. Click on a topic of interest to display more detailed information.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 4
Using Online Help

Using
Using Online
Online Help
Help
Navigation frame
Search frame Document frame

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Web Browser Help Window


A Web browser window appears when you use the help system. This window
contains search and navigation frames on the left part of the window, and a frame
that displays the help information on the right side of the window.
The document frame can provide information on the application window
containing the cursor, information on the topic selected in the navigation frame, or
a list of topics that are a result of using the frame.
The navigation frame displays the top-level topics for your responsibility,
arranged in a tree control.
If the document frame contains a list of topics associated with the window, you
can click on a topic to display more detailed information.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 5
Searching for Help Information

Searching
Searching for
for Help
Help Information
Information
Enter search Use result links
criteria to go to topic

Copyright  Oracle Corporation, 2000. All rights reserved.

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

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 6
Review Question

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 7
Review Question Solution

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 8
Review Question

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 9
Review Question Solution

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 10
Search Syntax

Search
Search Syntax
Syntax
Use this syntax . . . To find files containing . . .

term the word “term”

string* either term1 or term2


words that begin with “string”
term1 term2
term1 and
“words, ANDpunctuation”
term2
the precise phrase “words, and
both term1 and term2
punctuation”
term1 +term2
term1 AND NOT term2
term1 OR term2 term1, but not either term1 or term2
term2
term1
term1 -term2
term2

term1 AND term2 both term1 or term2


term1 +term2

term1 AND NOT term2 term1, but not term 2


term1 -term2
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Search Syntax


The search syntax to use in constructing your query can be any of those shown in
the table in the slide.
Example
You want to know how to create a budget organization in Oracle General Ledger.
You enter “budget organization” in the search field, and click Find. A linked list
of help documents that contain this phrase appears in the document frame. You
click on one that seems appropriate and start reading.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 11
Oracle Applications Library

Oracle
Oracle Applications
Applications Library
Library
You can display help for any
of the Oracle Applications products

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 12
Review Question

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?

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 13
Review Question Solution

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 14
Error Messages

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Error Message Codes


Generally, messages and errors are preceded by a message or error code.
Codes that are prefixed by FRM arise from Oracle Forms, the underlying product
that provides Oracle Applications with its graphical user interface.
Codes that contain the prefix ORA arise from the Oracle database.
Codes that are prefixed by APP arise from Oracle Applications.
These codes help your system administrator or Oracle support representative
diagnose the errors that you may encounter.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 15
Record History

Record
Record History
History

(M) Help > Record History

Copyright  Oracle Corporation, 2000. All rights reserved.

Learning About a Record


You can always display information about a record that has been previously
saved. This record information includes who created the record, the date of
creation, and the database table or view where the record resides. You can also
learn who last changed the record using Oracle Applications, the date of the
change, and that user’s logon and terminal information (if the terminal
information has been specifically designated by your system administrator).
How to Learn About the Current Record
1. (M) Help > Record History. A window appears that shows you information
about the current record.
2. Click OK to close the window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 16
About Oracle Applications

About
About Oracle
Oracle Applications
Applications

(M) Help > About Oracle Applications

Copyright  Oracle Corporation, 2000. All rights reserved.

Information About Oracle Applications


You can obtain details about the version of Oracle Applications you are using,
your login information, and details regarding the current form you are using by
using the About Oracle Applications window. This information is useful if you
have an error message and need assistance from your system administrator or
Oracle support representative when you report a problem.
How to Display Version Information for Oracle Applications
1. (M) Help > About Oracle Applications.
2. Click OK to close this window when you are finished.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 17
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 18
Practice Overview

Practice
Practice Overview
Overview

In
In this
this practice
practice you
you will
will use
use Oracle
Oracle Applications
Applications
online
online help.
help.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 19
Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Accessing Online Help


Chapter 6 - Page 20
Running Reports and
Programs
Chapter 7

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 1
Running Reports and Programs

Running
Running Reports
Reports and
and Programs
Programs

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - 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 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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 3
Concurrent Processing and Standard Request
Submission

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.
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Concurrent processing helps you satisfy the following business needs:
• Continue working at your computer while running data-dependent reports
and programs.
• Fully use the capacity of your hardware by executing many application
tasks at once.
• Standard Request Submission lets you satisfy a related set of business
needs. You can:
• Use a standard interface to run your programs and reports.
• Control access to different reports and programs.
• View report output online.
• Automatically run programs, reports, or request sets at specific time
intervals.
• View a log file that summarizes the completion information about all the
reports and programs in a request set.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 4
Definitions

Definitions
Definitions

Term Definition

Concurrent Request A request that you submit to run a


concurrent program as a concurrent
process

Concurrent Manager A component of concurrent processing


that monitors and runs tasks without tying
up your computer.

Request Set A collection of reports or programs that


can be submitted as a set.

Stage A component of a request set used to


group requests in the set.
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Concurrent Processing Terminology


Concurrent Request
A concurrent request is a request that you submit to run a concurrent program
as a concurrent process. You issue a concurrent request when you submit a
report or program to run using Standard Request Submission or when you click
an action button in a product-specific submission window.
Concurrent Manager
A concurrent manager is a component of concurrent processing that monitors
and runs requests without tying up your computer.
Request Set
A request set is a collection of reports or programs that you group together. You
submit the reports or programs in a request set all at once using one transaction.
Stage
A stage is a component of a request set used to group requests within the set.
All requests in a stage are run in parallel (all at the same time), while the stages
themselves are run sequentially (one after the other) in the request set.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 5
Definitions

Definitions
Definitions

Term Definition

Parameter In Standard Request Submission, a


parameter is a report variable whose
value you can change each time you run a
report.

Concurrent Run options that you can change for your


Processing Options concurrent request.

Online Request Review the output and log files from your
Review concurrent requests online

Copyright  Oracle Corporation, 2000. All rights reserved.

Concurrent Processing Terminology (Continued)


Parameter
In Standard Request Submission (SRS), a parameter is a report variable whose
value you can change each time you run a report. For example, you might run
an account balance report and change the account number each time you run the
report. The account number is the parameter for the report.
Concurrent Processing Options
You can control and change certain run options for each of your concurrent
requests. Not only can you control and change the number of copies to print,
which print style to use, and which printer to use, but you can also choose to
hold a request from being run, choose a specific date or time to start a request,
or choose to save the results of your concurrent request in a standard file format.
Online Request Review
You can review the output and log files from your concurrent requests online.
You can see the results of a concurrent request without the delay of printing out
the entire report or log file.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 6
Using Concurrent Processing

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Concurrent Processing


You can run a noninteractive, data-dependent function such as a report or
program, simultaneously with online operations. With concurrent processing, you
can complete noninteractive tasks without interfering with the interactive work
that you perform at your terminal.
An example of concurrent processing occurs when you use the Post Journals
window in your Oracle General Ledger application. Once you specify the journal
batches to post and click Post, your Oracle General Ledger application uses
concurrent processing to post the journal batch entries without further
involvement from you. Meanwhile, your terminal is still available for you to
continue doing other work in Oracle Applications.
Oracle Applications runs all of its reports and programs as concurrent processes
whether you submit them using the Submit Requests window, or using a product-
specific submission window. Your system administrator can tailor concurrent
processing to optimize the performance of Oracle Applications for you to ensure
that your system is not overloaded with processing at any time.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 7
Submit Request Flow

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
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Standard Request Submission (SRS)


Using Standard Request Submission gives you control over how you can run your
requests and request sets.
There are three elements involved in submitting a request: selecting the request or
request set to be submitted, defining a submission schedule, and providing
completion options.
Defining a schedule can be as simple as submitting “As Soon as Possible” or it
can involve using a more complex schedule that you define when you first submit
your request. The schedule may be used for other requests in the future.
Completion options enable you to deliver notification to others using Oracle
Workflow, and specify which printers, and how many copies of the output you
want to produce for each request.
You can submit as many requests as you like from the Submit Request window.
You can even submit a request more than once if you want to run the same
request with different parameter values.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 8
Submitting a Request

Submitting
Submitting a Request
Request

Copyright  Oracle Corporation, 2000. All rights reserved.

How To Submit a Request and Define Parameters


1. Navigate to the Submit a New Request window.
2. Check the Request option to submit single requests, or choose to submit a
predefined group of requests by checking Request Set.
3. Click OK.
4. Use the Copy button to take advantage of previously entered request
submissions. Or, select the Name of the request (report or program) that you
want to run from the list of available requests. Note that the responsibility you
are using determines the request group and the requests that will appear in the
list.
5. A Parameters window automatically appears if you select a request that
requires parameter values. The prompts in the Parameters window are specific
to the request that you select.
6. Enter the values in the required parameter fields and click OK. The
Parameters window closes, and your parameter values are concatenated and
displayed in the Parameters window.

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Running Reports and Programs


Chapter 7 - Page 9
Submission Schedule

Submission
Submission Schedule
Schedule

Copyright  Oracle Corporation, 2000. All rights reserved.

Defining a Submission Schedule


1. Click Schedule to open the Scheduling window.
The scheduling window provides you with several scheduling options. You can
choose to re-use a schedule you previously defined and saved, or define a new
schedule. You can define your schedule to run a request as soon as possible, at a
specific time, or repeatedly at specific intervals, on specific days of the week or
month.
2. Choose a type of schedule.
3. To save your schedule, select the “Save this schedule for use again later” check
box. You must also provide a unique name for each schedule you save, and you
can provide additional information in the Description field.
4. Click OK. You are returned to the Submit Requests window.

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Chapter 7 - Page 10
Upon Completion

Upon
Upon Completion
Completion

Copyright  Oracle Corporation, 2000. All rights reserved.

Defining Completion Options


1. In the Upon Completion region of the Submit Request window, check the Save
all Output Files checkbox to write your request to a file. If you want to view your
report online, you must use this check box.
2. Click the Options button.
Specify additional people to notify using Oracle Workflow, upon completion of
this report. You can also specify a language for the person if multiple languages
are installed.
3. Select a print style.
4. Use the LOV to select the printers and languages you want used to produce a
hardcopy of your report.
5. Enter the number of copies.
6. Click OK.
7. Click Submit Request when you are finished specifying scheduling and
completion options.

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Running Reports and Programs


Chapter 7 - Page 11
Requests

Requests
Requests

Copyright  Oracle Corporation, 2000. All rights reserved.

Finding Your Request Using the Request ID


After your request is submitted, Oracle Applications assigns a request ID to each
request submission so that you can identify the results of the request when it is
complete.
You can use the request ID to query for your request output in the Requests
window. Oracle Applications also assigns a new request ID number to each
resubmission of a request and displays the request ID in the log file of the
previous request.

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Running Reports and Programs


Chapter 7 - Page 12
Reprint

Reprint
Reprint

Copyright  Oracle Corporation, 2000. All rights reserved.

Reprinting a Report That Has Already Been Run


1. Navigate to the Requests window.
2. Query your request so that it is displayed as a record in the Requests window.
3. Select the specific request that you want to reprint.
4. To reprint a report, select Tools > Reprint from the menu.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 13
Defining a Request Set

Defining
Defining aa Request
Request Set
Set
Enter the request set name

Define a stage

Enter Requests for a stage

Enter request parameters

Link stages

Save changes
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Defining Request Sets


By defining request sets, you can submit the same set of requests regularly by
using a single transaction. You use the Request Set window to create and edit
request sets. You can also use the Request Set Wizard to create simple request
sets.

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Running Reports and Programs


Chapter 7 - Page 14
Request Set Stages

Request
Request Set
Set Stages
Stages

Stage 1 Stage 2 Stage 3


request 1 request 2 request 3

Stage 1 Stage 2 Stage 3


request 1 request 4
request 2 request 3 request 5

Copyright  Oracle Corporation, 2000. All rights reserved.

Organizing Requests with Stages


Request sets are divided into one or more stages which are linked to determine the
sequence in which your requests are run. Each stage consists of one or more
requests that you want to run in parallel (at the same time in any order). For
example, in the simplest request set structure, all requests are assigned to one
stage. This allows all requests to run in parallel.
To run requests in sequence, you assign requests to different stages, and then link
the stages in the order you want the requests to run.
The concurrent manager allows only one stage in a request to run at a time. When
one stage is complete, the next stage is submitted. A stage is not considered
complete until all of the requests in the stage are complete. One advantage of
using stages is the ability to run several requests in parallel and then move
sequentially to the next stage. This enables you to create more versatile and
efficient request sets.

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Running Reports and Programs


Chapter 7 - Page 15
Request Set

Request
Request Set
Set

Copyright  Oracle Corporation, 2000. All rights reserved.

Defining Request Sets


By defining request sets, you can submit the same set of requests repeatedly using
a single transaction. Use the Request Set window to create and edit request sets.
1. Navigate to the Request Set window.
2. Enter a Name for your request set.
3. Enter a Short Name for your request set. This name is used internally to
reference your request set.
4. Enter the Application with which you want to associate your request set.
5. Enter a Description of your request set if you like.
The Owner field defaults to your username and can only be changed by your
system administrator.
6. Enter the Active Dates From and To fields to define an effective period when
you and others can run the request set. If the current date is outside the range
you define, the request set will not be available in the Submit Requests window.
7. Check the Print Together check box to send all your requests to the printer
together when they complete, or uncheck the check box to send each request
one at a time to the printer as it completes.
8. Check the Allow Incompatibility check box to allow your system
administrator to specify programs that this request is incompatible with (may
not run with). Leave Allow Incompatibility unchecked to specify that this
request set may run with all other concurrent requests or request sets.

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Running Reports and Programs


Chapter 7 - Page 16
9. Choose Define Stages or Link Stages if you have finished defining your
stages. See Defining Stages or Linking Stages.

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Running Reports and Programs


Chapter 7 - Page 17
Stages

Stages
Stages

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Running Reports and Programs


Chapter 7 - Page 18
Requests in a Stage

Requests
Requests in
in aa Stage
Stage

Copyright  Oracle Corporation, 2000. All rights reserved.

Adding Requests to a Stage


In this window you define which requests you want to include in this stage.
1. Select the report or program you want to include in your request set. Note that
the description of the request you choose and its associated application appears in
the Description and Application fields.
2. Specify the number of Copies of output to print, the Style to print, the Printer to
print to, and whether to save the output to an operating system file.
3. Use the Allow Stage Function to Use This Program’s Result’s check box to
indicate which programs or reports should be included.
4. Click Parameters to display the Request Parameters window.

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Running Reports and Programs


Chapter 7 - Page 19
Request Parameters

Request
Request Parameters
Parameters

Copyright  Oracle Corporation, 2000. All rights reserved.

Request Parameters Window


The Request Parameters window lets you customize the parameter values of a
specific request in a request set. The fields at the top of the Request Parameters
window list general information about the current request set and the request for
which you can customize the parameter values.
The multi-row portion of the window lists the parameters for that request.
How to Define Parameters for the Requests
1. The Sequence field displays the order in which each request parameter
appears when you run the request in the Submit Requests window (lower
numbers appear before higher numbers). Only your system administrator can
change a parameter's order.
The Prompt field is a display-only field that shows the request parameter's
prompt.
2. Check the Display check box to specify that you can see a request parameter
at submission time, or uncheck the check box to specify that a parameter should
not be displayed at submission time.
3. Check the Modify check box to specify that you can insert or change the
value for a request parameter at submission time, or uncheck the check box to
specify that a parameter cannot be changed at submission time.
4. Use the Shared Parameter field to set a default value for a parameter that
occurs in more than one report or program of a request set. Once you enter the

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 20
same parameter label in the Shared Parameter field for each occurrence of the
same parameter, the value that you assign to the first occurrence of the
parameter becomes the default value for all subsequent occurrences of the
parameter. The shared parameter label simply enables you to set an initial
default value for all occurrences of the same parameter so you can avoid typing
the same value all over again for every occurrence of the parameter.

5. Optionally enter a Default Type and Value for the parameter.


6. Save your work.
7. Go back to the Stage Requests window to add more requests to the request set
stage.
8. You can select a request more than once if you want to run the same request
with different default parameter values.
9. To start a new stage, return to the Stage window and choose New Record
from the File Menu.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 21
Link Stages

Link
Link Stages
Stages

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 22
Example of Assigning Request Sets

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. ®

Copyright  Oracle Corporation, 2000. All rights reserved.

Using a Request Set


After you define a request set, it becomes your private request set. You can run it
as long as you have access to a standard Submit Requests window that does not
limit access to specific requests.
Other users can run the request set only if your system administrator assigns the
request set to their responsibility’s request group. It is possible to have a request
set in your request group that contains individual requests that are not in your
request group.
You can only edit request sets that you own. You can add any requests in your
request group to the request set. You can delete any request from the request set,
regardless of whether that request is in your request group. To update information
about an individual request in the request set, however, the request set must be in
your request group.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 23
Finding Requests

Finding
Finding Requests
Requests

Copyright  Oracle Corporation, 2000. All rights reserved.

Viewing and Changing Requests


Since all reports, programs, and request sets are run as concurrent requests in
Oracle Applications, you can navigate to the Request window to view the
progress and output of all your concurrent requests, and you can change aspects of
a request’s processing options.
You can use the Request window (summary and detail) to view a list of all the
submitted concurrent requests, check whether your request has run, change
aspects of a request's processing options, diagnose errors, or find the position of
your request in the queues of available concurrent managers.
How to Use the Request Window
1. Upon initial navigation to the Requests window, you are directed to the Find
Requests window.
2. Use the Find Requests window to specify the types of requests you want to
see. You can choose to view your completed requests, your requests in progress,
or all of your requests by selecting the appropriate option group.
In addition, you can look for a particular request using the Specific Requests
option group. Use the find criteria fields as you would for any other find
window to specify as many or as few details as you need to locate the desired
request information. Navigate to the Find Request window.
3. Enter specific criteria in the Find window that appears, or click Find to
display all of your requests that you have submitted.

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Running Reports and Programs


Chapter 7 - Page 24
4. Use the Order By poplist to specify the order in which you want your
requests displayed.

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Running Reports and Programs


Chapter 7 - Page 25
Requests

Requests
Requests

Copyright  Oracle Corporation, 2000. All rights reserved.

Performing Concurrent Processing Tasks


You can click various buttons in this window to perform tasks relating to
concurrent processing.
• Refresh Data button: The Requests window will not automatically refresh in
order to display updated progress of your request. Use this button to requery
the lines in the request table.
• Find Requests button: Displays the Find Request window to perform a
search for additional requests
• Submit a New Request button: Displays the Submit Requests window to
submit a new request to the concurrent manager
• Hold Request and Cancel Request buttons: These buttons illuminate if the
concurrent manager has not already begun running the program. You can
Hold or Cancel a request by using these buttons. If the request is already
running the Cancel button will terminate the request.
• View Details button: Displays the Details window to view detailed
information about your request, for example, submission dates, scheduling
and other information. If a request has not already run, you can change
selected fields so that the updated information will affect your request when
it is run by the concurrent manager.
• Diagnostics button: Displays diagnostic information about your request
such as when it ran and if it completed successfully.

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Running Reports and Programs


Chapter 7 - Page 26
• View Output button: Displays an online format of your report.

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Running Reports and Programs


Chapter 7 - Page 27
Requests

Requests
Requests

Copyright  Oracle Corporation, 2000. All rights reserved.

Performing Concurrent Processing Tasks (Continued)


Note: Reports that produce an output other than a text file (for example HTML
or PDF) are displayed in a browser. If you set the profile option VIEWER:
TEXT to Browser, your text files are also displayed in a browser as opposed to
the Report Viewer. VIEWER: TEXT may also be set to display your output in a
text editor such as Microsoft Word, or in a spreadsheet such as Microsoft Excel.
• View Log button: Displays information about the request regarding
arguments used and other technical information
• Screen colors help you identify the status of the request.
– Green: Pending, running or scheduled requests
– Yellow: Completed requests with a status of Warning
– Red: Requests that complete with a status of Error

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 28
Four Phases of a Concurrent Request

Four
Four Phases
Phases of
of aa Concurrent
Concurrent Request
Request

Inactive

Pending

Running

Completed

Copyright  Oracle Corporation, 2000. All rights reserved.

Phase and Status for a Concurrent Request


The Concurrent Requests Summary window displays a phase and status summary
for each concurrent request listed in the window.
A concurrent request has a life cycle consisting of the following phases:
• Pending: The request is waiting to be run.
• Running: The request is running.
• Completed: The request has finished execution.
• Inactive: The request cannot yet be run.
During each phase, a concurrent request has a specific condition or status. The
table lists each phase/status combination and describes its meaning in relation to a
request.

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Running Reports and Programs


Chapter 7 - Page 29
Pending Phase

Pending
Pending Phase
Phase

Normal Waiting Standby Scheduled

Logical
database

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Running Reports and Programs


Chapter 7 - Page 30
Running Phase

Running
Running Phase
Phase

Normal Paused Resuming Terminating

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Running Reports and Programs


Chapter 7 - Page 31
Completed Phase

Completed
Completed Phase
Phase

Normal Warning Error Terminated Canceled

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Running Reports and Programs


Chapter 7 - Page 32
Inactive Phase

Inactive
Inactive Phase
Phase

Disabled On Hold No Manager

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Running Reports and Programs


Chapter 7 - Page 33
Canceling or Holding Requests

Canceling
Canceling or Holding
Holding Requests
Requests

Copyright  Oracle Corporation, 2000. All rights reserved.

Canceling or Holding a Request That Has Not Yet Completed


1. Navigate to the Requests window.
2. Select the Specific Request option button and enter the Request ID or other
appropriate search criteria or select another appropriate option.
3. Click Find.
4. With the cursor on the request you want to cancel, click Cancel request. If the
request is in Pending or Inactive phase, click Cancel Request or Hold Request to
either cancel the request or put the request on hold. If the request is in Running
phase, click Cancel Request to terminate the request.
If you cancel a request set, then Oracle Applications will automatically cancel
all requests in the set.
5. Choose Save from the File menu.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 34
Changing Request Options

Changing
Changing Request
Request Options
Options

Copyright  Oracle Corporation, 2000. All rights reserved.

Changing Request Options


If your request or request set has not started running, you can change how your
request or request set runs and prints its output by using the Requests window
How to Change the Request Options of a Request or Request Set
1. Navigate to the Requests window.
2. Use the Find window to search for your request or request set ID.
3. Click Hold Request to put your request on hold.
4. You can change the start date and time for your request or request set. If the
request is Pending or Scheduled, you can change the printer, the number of copies
you want to print, and whether Oracle Application saves your report output to an
operating system file. You can also change resubmission options in this window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 35
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 36
Practice Overview

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Running Reports and Programs


Chapter 7 - Page 37
Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

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Running Reports and Programs


Chapter 7 - Page 38
Customizing the Presentation
of Data
Chapter 8

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 1
Customizing the Presentation of Data

Customizing
Customizing the Presentation
Presentation of
of Data
Data

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 2
Lesson Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 3
Top Ten List

Top
Top Ten
Ten List
List

Top Ten List

Select a form and click the arrow


to move a frequently used form to the
Top Ten List

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Top Ten List


If there are forms that you use frequently, you can add them to a navigation top
ten list located on the right side of the Navigator window. The top ten list displays
your forms numerically so you can choose them instantly without having to
search for them in the navigation list. You can add a maximum of ten forms to the
top ten list and you can create a different top ten list for each responsibility for
which you have access. A top ten list is unique for the responsibility and user
sign-on combination that you use.
How to Create a Navigation Top Ten List
1. Select a frequently used form from the navigation list by highlighting it in the
Navigator window.
2. Click the right pointing arrow to add that form to the top ten list.
3. Click the left facing arrow to remove a form from your top ten list.
4. To open a form in your top ten list, type the number that precedes the form you
want to open. You can also click on it and press Open, or double-click on it.
Note: Sometimes the form that you add changes names when it appears in the
top ten listing. An example is that Suppliers becomes Vendors, or Orders,
Returns becomes Order Workbench. Also note that the tenth entry is numbered
0 (zero), so it can be invoked by pressing a single keystroke also.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 4
Top Ten Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Top Ten Practice Solution

(M) File > Switch Responsibilities, choose Payables, Vision Operations


from the list and click OK.
Expand the Navigator to show Other > Run > Requests and select it.
Click the right arrow to move it to the Top Ten List.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 5
Placing Documents on the Navigator

Placing
Placing Documents
Documents on the
the Navigator
Navigator

(M)
(M) File
File >> Place
Place on
on Navigator
Navigator

Copyright  Oracle Corporation, 2000. All rights reserved.

Using the Save to Navigator Option


Some Oracle Applications enable you to save a document to the Navigator for
easy access when you first log into the system. The File menu will illuminate the
Place on Navigator option when it is available within your application. One
example is the Requests window of the SRS form.
The Documents tab on the Navigator window will display icons or list those
documents that you have saved. This shortcut eliminates having to query the
database to find your specific document. Instead, you can select it from the
Navigator window and go directly to the window containing your document.
How to Access a Document from the Navigator Window
1. Select the Documents tab displayed at the Navigator window.
2. Select the document from the list of documents or document icons displayed to
go directly to the applications form window for that document.
You can change the label of the document to whatever you like by pressing the
Rename button.
You can delete the document from your Navigator by pressing Delete. Note that
this will not delete the actual document, only your shortcut to it.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 6
Documents Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Documents Practice Solutions

(M) File > Switch Responsibilities, select General Ledger, Vision


Operations from the list, click OK.
(N) Journals > Enter, click the New Journal button.
Enter your name in the Journal field and save your work.
Place it on the Navigator by choosing (M) File > Place on Navigator.
Go to the Navigator and click on the Documents tab to see the document
you added, click on it. To open the journal double-click on it.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 7
What You Can Do with Folders

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 8
Folders

Folders
Folders

Folder
icon

Folder Name

Use Folder
Tools

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 9
Querying Records in a Folder

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Defining Query Criteria for a Folder


One advantage of a folder is that you can customize it to display only the records
you want to see. You can easily define and alter the query criteria for any folder
and save that criteria in a folder definition.
How to Define Query Criteria for a Folder
1. Run the query that you want, either by using Query Find or Query-by-Example.
At least one record must be retrieved for the folder to memorize the query.
2. (M) Folder > Save As, if you want to save this query criteria in a new folder
definition.
3. Enter a name for the folder definition.
4. Check Always from the Autoquery option group if you want this query to be
performed every time you open this folder definition.
5. Click OK when you are finished.
When you save a folder definition, the query criteria is “locked in” to the folder
definition. When you perform another query on that same folder definition, you
actually query on the subset of records. If you want to perform a new Query-by-
Example on the complete set of records, reset the query for the folder definition.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 10
Resetting Query Criteria

Resetting
Resetting Query
Query Criteria
Criteria

Copyright  Oracle Corporation, 2000. All rights reserved.

Resetting the Query Criteria for a Folder Definition


1. (M) Folder > Reset Query, to clear the WHERE clause from the current folder
definition, but it will retain the current folder name and its field layout. To view
the query criteria for a folder definition, (M) Folder > View Query.
2. Perform another query and (M) Folder > Save to save the new query to your
current folder definition.
3. To alter the sorting order of data in a multiple-record folder definition, (M)
Folder—>Sort Data.
4. Choose one of the following sort options:
• Ascending
• Descending
• Unsorted
Note: Only the first three columns of a folder can be sorted.
5. Select View > Query By Example > Run to rerun the query in your folder
definition to apply any ordering changes to the records.
6. Select Folder > Save or Folder > Save As to save this query criteria to a folder
definition.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 11
Folder Tools

Folder
Folder Tools
Tools

Save New
Open
Delete
Widen Show
Shrink Hide

Move Move up Move


left and right
down

Copyright  Oracle Corporation, 2000. All rights reserved.

Accessing Folder Tools


When you navigate to a folder block, the Folder Tools button becomes enabled on
the Toolbar. Click this button to display the folder tools on your screen.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 12
Direct Manipulation Techniques for Folders

Direct
Direct Manipulation
Manipulation Techniques
Techniques for
for
Folders
Folders

Folder Name

Size the Drag or cut


folder prompt folder prompt

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Direct Manipulation Techniques on Folders


You can directly manipulate folder columns using the following techniques:
• Drag the right edge of a prompt to resize the column.
• Drag the center of the prompt to resequence the columns.
• Delete the prompt to hide the column.
• Left-click on the first three prompts to sort them.
• Right-click on any prompt to change the label.
For more on using folders, see Oracle Applications User’s Guide online help.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 13
More Folder Tasks

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Recovering the Original Default Folder Definition for a Folder


Once you create a custom folder definition and make it the default, you can
recover the original default folder definition shipped with the product. Note that if
you like the original default folder definition, give it a name and save it (without
making any changes) before you create any new folder definitions. This way, you
can open the original folder definition by choosing it from a list of all your
predefined folder definitions.
1. With the folder currently specified as the default displayed, (M) Folder >
Save As.
2. Clear the Open as Default option in the Save As window.
3. Click OK when you are finished.
4. Navigate to this form again to display the original default folder definition.
Opening Another Folder Definition
1. (M) Folder > Open to load a predefined folder definition. Or, click the Open
Folder button located in the upper left corner of the folder block.
2. Select a private or public folder definition from the list window that is
displayed, and click OK to replace the current folder definition with the new
folder definition.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 14
More Folder Tasks

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Saving Changes to a Folder Definition


1. (M) Folder > Save to save any layout or query changes made to the current
folder definition or (M) Folder > Save As to save the current folder definition
under a new name.
2. Click OK after you have completed the information requested in the Save
Folder window.
If you save a folder definition to Open as Default and then open another folder
definition and save that second definition also as Open as Default, the second
definition is reset as the new default.
If you modify a public folder definition in any way, saving it makes a copy of it
that is a private folder definition.
Deleting a Folder Definition
1. Select Folder > Delete.
2. Select a folder definition from the list that is displayed and click OK to delete
the definition. Note that you can only delete folders you have created. If another
user is referencing that folder definition as their Open as Default folder, that
reference is deleted as well.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 15
Folder Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Folder Practice Solution


• (M) File > Switch Responsibilities, select Receivables, Vision Operations
from the list and click OK.
• (N) Customers > Summary. Click the Find icon on the toolbar.
• In the Find Customers window, click on the LOV in the Customer Name field
and enter search criteria, such as AT%, then click the Find button.
• When the list appears, select AT&T Universal Card from the list and click
OK.
• In the Find Customers window, click on the poplist in the Status field and
select Active.
• Click the Find button.
• To create a folder, (M) Folder > New. Enter your name as the name of the
folder definition. Accept the defaults for other fields.
• Place your cursor in the Alternate Name field and (M) Folder > Hide Field.
• Place your cursor in the Taxpayer ID field and
(M) Folder > Hide Field.
• Hold the mouse over the Use field’s prompt and click and drag it to the far
left.
• (M) Folder > Save
• (N) Customer > Summary

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 16
• Click the folder icon in the top left corner of the window to open a list of
folder definitions.
• Highlight your folder definition and click OK.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 17
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Customizing the Presentation of Data


Chapter 8 - Page 18
Setting Personal Profile
Options
Chapter 9

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 1
Setting Personal Profile Options

Setting
Setting Personal
Personal Profile
Profile Options
Options

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 2
Lesson Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 3
Profile Options

Profile
Profile Options
Options

Oracle Applications
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Overview of User Profiles


A user profile is a collection of changeable options that affect the way your
applications run. Oracle Applications establishes a value for each option in a
user’s profile when the user logs on or changes responsibility. You can change the
value of a user profile option at any time. Oracle Applications provides this and
other options so that you can alter the behavior of your applications to suit your
own preferences.
Oracle Applications uses a set of user profiles options that are common to all
application products. In addition, each application has its own unique set of user
profile options.
User profile options can be set at one or more of four levels:
• Site
• Application
• Responsibility
• User
Your system administrator can set default option values at any of these levels.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 4
User Profile Hierarchy

User
User Profile
Profile Hierarchy
Hierarchy

User

Responsibility

Application

Site

Copyright  Oracle Corporation, 2000. All rights reserved.

User Profile Hierarchy


Oracle Applications treats user profile levels as a hierarchy, where User is the
highest level of the hierarchy, followed by Responsibility, Application, and at the
lowest level, Site. Higher-level option values override lower-level option values.
User Level
User level option values affect the way applications run for a given application
user.
Responsibility Level
Responsibility level option values affect the way applications run for all users of a
given responsibility.
Application Level
Application level option values affect the way a given application runs.
Site Level
Site level option values affect the way all applications run at a given installation
site. Typically, your system administrator will set this option after installing
Oracle Applications at a site.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 5
Setting Personal Profile Values

Setting
Setting Personal
Personal Profile
Profile Values
Values

Copyright  Oracle Corporation, 2000. All rights reserved.

Your Personal User Profile


You can change a user profile option value using the Personal Profile Values
window, where you can display all your options and review the values your
system administrator has set for them.
If you do not set your own user level option values, your user profile options
assume the values your system administrator has set for them at the various levels.
How to Change a Profile Option Value
1. (M) Edit > Preferences > Profiles.
This window displays all your user profile options and their values. If you wish
to display only specific user profile options, first choose View > Query By
Example > Enter to enter search criteria in the Profile Name field, then choose
View > Query By Example > Run to run the search.
The name of the user profile option appears in the Profile Name field while the
Default Value field displays the run-time value of that option. The System
Administrator sets default values for many of the profile options. Some profile
options may not display a default value.
2. Move your cursor to the User Value field of the option whose value you wish
to modify.
3. Enter a new value for the option if it is updateable, or if the List icon appears,
choose a value from the list of available values.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 6
Profile Option 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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Your Personal User Profile (continued)


If the profile option is not updateable, the message “Item is protected against
update,” appears on the message line when you try to change the value. You can
change most of your user profile options; values you enter in the User Value
field override values preset by the System Administrator. A few profile options
cannot be changed, but are displayed for informational purposes only.
For most personal profile options, Oracle Applications automatically checks the
value you enter to ensure it is valid.
Attention: Number or date values are not validated, therefore, you must make
sure that you enter a valid value for profile options that require a number or
date; otherwise, your personal profile option may not work as you expect.
Though you cannot delete a profile option from your personal profile, you can
clear its value (if it is updateable) by highlighting the field and pressing
[Backspace] or by choosing Clear, Field from the Edit menu. If you clear the
value, the change does not take effect until you sign on again or change
responsibilities.
4. (M) File > Save to save your change.
Your change will take effect when you either change responsibilities or log out
and log back in.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 7
Personal Profiles Values

Personal
Personal Profiles
Profiles Values
Values

Option Description

Concurrent: Hold Requests Specifies whether to hold a


request temporarily, until you
remove the hold

Concurrent: Report Copies Specifies the number of copies of


a report to print

Concurrent: Request Start Specifies the date and time for a


Time request

Concurrent: Sequential Specifies whether to run requests


Requests sequentially

Copyright  Oracle Corporation, 2000. All rights reserved.

Defining Personal Profiles Values


All reports and programs in Oracle Applications run as concurrent processes
whether you submit them using the Submit Requests window or a product-
specific submission window. Submitted reports and programs are referred to as
concurrent requests. Each concurrent request runs according to a set of concurrent
processing options.
The Personal Profiles Values window sets the defaults for these profiles. If you
want to change the value of a default, you must change the value of the
corresponding user profile option using the Personal Profiles Values window in
your application.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 8
More Personal Profiles Values

More
More Personal
Personal Profiles
Profiles Values
Values

Option Description

Concurrent: Save Output Specifies whether to save report


output to a file

Printer Specifies the printer for printing


your report output

Concurrent: Show Display Requests Summary each


Requests Summary After time a request is submitted or not
Each Request Submission

Viewer: Default Font Size Set default font size for report
output in the Report Viewer
window
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 9
Summary

Summary
Summary

•• Viewing
Viewing your
your personal
personal User
User Profile
Profile
•• Setting
Setting personal
personal User
User Profile
Profile options
options

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 10
Personal Profiles Practice

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 11
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Setting Personal Profile Options


Chapter 9 - Page 12
Managing an Attachment to a
Form
Chapter 10

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 1
Managing an Attachment to a Form

Managing
Managing an
an Attachment
Attachment to
to aa Form
Form

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 2
Lessons Objectives

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 3
Attachments

Attachments
Attachments

•• Images
Images
•• Word
Word processing
processing images
images
•• Spreadsheets
Spreadsheets
•• Web
Web pages
pages
•• Video
Video

Copyright  Oracle Corporation, 2000. All rights reserved.

Why Use Attachments?


To illustrate or clarify your application data, you can link non-structured data
such as images, word processing documents, spreadsheets, web pages, or video to
more structured application data. For example, you could attach images to
inventory items or video to manufacturing operations.
Invoke the Attachment form to view an attachment by pressing the Attachments
toolbar button.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 4
The Disabled Attachments Icon

The
The Disabled
Disabled Attachments
Attachments Icon
Icon

Copyright  Oracle Corporation, 2000. All rights reserved.

Identifying the Availability of Attachments


The toolbar Attachment icon indicates whether the Attachments feature is enabled
in a form or block. When the button is disabled, the Attachments feature is not
available. When the Attachments feature is enabled in a form or block, the icon
becomes a solid paper clip.
The icon switches to a paper clip holding a paper when the Attachments feature is
enabled in a form block and the current record has at least one attachment.
You can use the profile option, Indicate Attachments, to turn off indications of
attachments when querying records. This is an option you may use for
performance reasons.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 5
Adding a New Attachment

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Attaching a Document to a Record


You can attach a document to any record for which attachments are enabled. For
example, you can attach images to inventory items in Oracle Inventory, or you
can attach a document to an order line in Oracle Order Entry.
How to Attach a New Document to an Oracle Applications Record
1. Query or enter a data record in an Oracle application window.
2. Click the Attachment toolbar icon. The Attachment window opens.
3. Enter a category and description.
4. Type in your document text, or specify a file name or web page URL.
5. Save your work.
How to Attach an Existing Document to an Oracle Applications Record
In an application window, query or enter a data record.
1. Click the Attachment toolbar icon. The Attachment window opens.
2. Click the Document Catalog... button. The Document Catalog window opens.
3. Query an existing document.
4. Check one or more documents.
5. Click the Attach (number of documents) button.
6. Save your work.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 6
What You Can Do with Attachments

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Attachments
You can copy existing attachments to other data records. You can view
attachments to any records, and delete attachments.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 7
Copying Attachments

Copying
Copying Attachments
Attachments

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 8
Viewing Attachments

Viewing
Viewing Attachments
Attachments

Copyright  Oracle Corporation, 2000. All rights reserved.

Viewing and Deleting a Document


Viewing an Attached Document
1. Query a record.
2. Click the Attachment icon on the Toolbar.
3. Move the cursor to the document you want to view. The attachment appears
in the document block or you must click the Open Document button to see the
document in a browser.
Deleting an Attachment
When you delete an attachment, you merely remove the association between a
record and a document. The document itself is not removed from your file system
or database.
How to Delete a Record’s Attachment
1. Query a data record in an application window.
2. Click the Attachment icon on the Toolbar.
3. Move the cursor to the attachment that you want to delete.
4. Select Edit > Delete.
5. Click the Attachment button to delete the attachment or the Document and
Attachment button to delete both.
6. Save your work.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 9
Examining the Attachments Window

Examining
Examining the
the Attachments
Attachments Window
Window

Copyright  Oracle Corporation, 2000. All rights reserved.

Field Definitions of the Attachments Window


Use the Attachments window to view or delete existing attachments, and create
new attachments. You must provide the following information when you create an
attachment:
Category
The category controls which forms can access the document. Each form that
enables Attachments must list which document categories it can access. A
"Miscellaneous" category will be assigned to each form registered for
Attachments to facilitate "cross-form" visibility of Attachments.
Datatype
An attached document can be:
• Document Reference—A reference to any type of document stored in a
database that is accessed through a Document Management system.
• Short Text—Text stored in the database containing less than 2000
characters.
• Long Text—Text stored in the database containing 2000 characters or more.
• File—A file that requires other server applications to view, such as
Microsoft Word or Microsoft Excel, image files such as .JPG files, or other
types of files. When you attach or create a File type document, the
document is loaded into the database. When a File document is selected, the

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 10
lower half of the Attachments window displays an "Open Document" button
that invokes a web browser and passes the file to the browser.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 11
Attachments Window Fields

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Field Definitions of the Attachments Window (continued)


• Web Page—A URL reference to a web page that you can view with your
web browser. You must define your web browser in the profile option Web
Browser to view a web page attachment.
File or URL
If the document is a file, specify the location of the document. The document
will then be loaded into the database. If the document is a web page, specify the
web page URL.
May be Changed
The May be Changed checkbox indicates if you are able to edit the attachment.
Document Block
The document block is the section of the window below the multi-line
attachment block. The document block displays the current document in the
attachments block, or it displays an Open Document button that opens your
document for viewing with a browser.
To improve performance while scrolling through lists of attachments, uncheck
the coordination checkbox. The document block will not update until you turn
coordination on again.
Attention: If you maximize the document block window, no other operations
can be performed until you restore the block to its original state.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 12
Summary

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 13
Attachments Practice Instructions

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Attachments Practice Solution


• (N) Customer > Standard. Find your customer using Find.
• After finding your customer, click the Attachments icon on the toolbar.
• Click in the Seq field , accept the number sequence.
• In the Category field, enter Miscellaneous.
• Enter a description in the Description field.
• In the Data Type field, enter Short Text.
• In the yellow text area enter text for your attachment.
• Your form should resemble the one in the following slide.
• Click the Save icon on the toolbar.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 14
®

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 15
Copyright © Oracle Corporation, 2000. All rights reserved.

Managing an Attachment to a Form


Chapter 10 - Page 16
Using Flexfields
Chapter 11

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 1
Using Flexfields

Using
Using Flexfields
Flexfields

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

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

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

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

Copyright  Oracle Corporation, 2000. All rights reserved.

The Basic Business Needs for Flexfields


With Oracle Applications flexfields you can satisfy the following business needs:
• Using “intelligent” fields—fields comprising one or more segments, where
each segment has both a value and a meaning
• Relying upon your application to validate the values or the combination of
values that you enter in intelligent fields
• Changing the structure of an intelligent field depending on data in your
application
• Capturing additional information that is not provided by existing fields
• Customizing data fields to meet your business needs without programming
• Querying intelligent fields for specific information

Copyright © Oracle Corporation, 2000. All rights reserved.

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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)

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Key Flexfields in Oracle Applications


A key flexfield is a field made up of segments, each of which has both a value and
a meaning. You can think of a key flexfield as an “intelligent” field that your
business can use to store information represented as codes.
Most organizations use codes to identify general ledger accounts, part numbers,
and other business entities. Each segment in the code represents a characteristic of
the entity. A combination of segment values, also known as a key flexfield code
combination, uniquely describes a business entity stored in a key flexfield. When
you change the value of one or more segments in a key flexfield, you change the
combination of segment values.
Your organization decides the following information for each key flexfield: (1)
how many segments an entity has, (2) what each segment means, (3) what values
each segment can have, and (4) what each segment value means. Your
organization can also define rules that govern which combination of segment
values are valid (cross-validation rules) dependencies among the segments.
A key flexfield looks like any other field in a block. You can simply type the
segment values you want into a key flexfield and separate each segment with a
character called a segment separator. Alternatively, you can open a flexfield
window for a key flexfield to display a separate field for each of its segments.

Copyright © Oracle Corporation, 2000. All rights reserved.

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Using Descriptive Flexfields in Oracle Applications


A descriptive flexfield gives you room to expand your forms, because Oracle
Applications cannot predict all the possible information you may want to track.
Your organization can use descriptive flexfields to capture additional information
that is important and unique to your business.
A descriptive flexfield appears in a block as a two-character, unnamed field
enclosed in brackets. If you are viewing data in a table format, the descriptive
flexfield will appear at the top of the column as an unnamed field enclosed in
brackets.
A descriptive flexfield window is displayed when you move the cursor into a
customized descriptive flexfield. Your organization’s implementation team can
customize a descriptive flexfield to include as many additional fields as your
organization needs. These fields, also called segments, appear in the descriptive
flexfield window.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 9
Key Flexfield

Key
Key Flexfield
Flexfield

Key
flexfield

Copyright  Oracle Corporation, 2000. All rights reserved.

How Key Flexfields Appear on Forms


A key flexfield can have multiple parts to it, and when they are displayed on a
form they appear as one long series of numbers or letters, separated by periods.
The periods separate each segment of the flexfield.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 10
Expanded Key Flexfield

Expanded
Expanded Key
Key Flexfield
Flexfield

01.110.7450.0000.000

Copyright  Oracle Corporation, 2000. All rights reserved.

Examining the Expanded Key Flexfield


You can display the full flexfield with field names by clicking on the flexfield’s
LOV icon. The slide displays an accounting flexfield with 5 segments. The
Company segment has the value 01, the Department segment’s value is 110, and
so on. By clicking on the Combinations button you can see valid combination of
the segments.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 11
Expanded Descriptive Flexfield

Expanded
Expanded Descriptive
Descriptive Flexfield
Flexfield

Copyright  Oracle Corporation, 2000. All rights reserved.

How Descriptive Flexfields Appear on Forms


A descriptive flexfield appears on a form as a single-character, unnamed field
enclosed in brackets. Just like in a key flexfield, a pop-up window appears when
you move your cursor into a customized descriptive flexfield. And like a key
flexfield, the pop-up window has as many fields as your organization needs.
You can display the full flexfield with field names by clicking on the flexfield’s
LOV icon. The flexfield in the slide shows 4 segments.

Copyright © Oracle Corporation, 2000. All rights reserved.

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 14
Using Search Criteria in a Flexfield

Using
Using Search
Search Criteria
Criteria in
in aa Flexfield
Flexfield

Copyright  Oracle Corporation, 2000. All rights reserved.

Searching for Data Using Flexfield Criteria


You can enter search criteria in a flexfield when you use query-by-example. By
entering search criteria in a flexfield, you can retrieve records of data that satisfy
criteria in the individual segments of your key or descriptive flexfields. For
example, suppose you want to search for all Accounting Flexfield combinations in
the Accounting Flexfields Combinations window that contain the segment value
"01" in the first segment. With query-by-example, you can enter this criteria in
the Accounting Flexfield to accomplish this task.
When you enter search criteria for a flexfield segment, you can use wildcard
characters or any of the query operators as part of the search phrase.
If your flexfield segment has a list available, you can choose the List icon within
the flexfield window to select a value from the list for your search criteria. Note
that if you enter a value for a segment, your application automatically enters the
default value for any other segments that depend on the value you enter. If you do
not want a default value as part of your search criteria, you can clear the field, or
you can enter another value in that field.

Copyright © Oracle Corporation, 2000. All rights reserved.

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

How to Enter Search Criteria in a Key Flexfield


1. (M) View > Query by Example > Enter.
In addition to entering search criteria in any of the fields of the block, you can
bring up a key flexfield window and enter search criteria.
2. (M) Edit > Edit Field... and enter criteria.
When you are done, choose OK to close the flexfield window.
3. (M) View > Query by Example > Run to perform the search.
Note: If you prefer, you can also enter your concatenated segment search
criteria directly into a key flexfield display when your block is in Enter Query
mode. The concatenated search criteria must include the appropriate segment
separator character.
How to Enter Search Criteria in a Descriptive Flexfield
To enter search criteria in a customized descriptive flexfield when your current
block is in Enter Query mode, simply navigate to the descriptive flexfield to
automatically display the descriptive flexfield window. When you are done
entering search criteria in any or all of the descriptive flexfield segments, choose
OK to close the descriptive flexfield window and then choose Run from the View,
Query by Example menu to perform the search.
Attention: If you set the user profile option Flexfields:Open Descr Window to
`No', you must choose Edit Field... from the Edit menu to open the descriptive
flexfield window.

Copyright © Oracle Corporation, 2000. All rights reserved.

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

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

Copyright © Oracle Corporation, 2000. All rights reserved.

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.

Copyright  Oracle Corporation, 2000. All rights reserved.

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.

Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 19
Copyright © Oracle Corporation, 2000. All rights reserved.

Using Flexfields
Chapter 11 - Page 20

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