2 copyright © 2010, oracle and/or its affiliates. all rights reserved. navigating in r12.x oracle...
TRANSCRIPT
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2Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Navigating in R12.x Oracle Applications
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Objectives
After completing this lesson, you should be able to do the following using the “SWAN” user interface:• Log in to Oracle Applications• Navigate from Personal Home page to Applications • Create Favorites and set Preferences• Choose a responsibility• Use Forms and Menus• Enter data using Forms• Search for data using Forms• Access online Help• Run and monitor Reports and Programs • Log out of Oracle Applications
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Logging In to Oracle Applications
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Navigating from Personal Home Page to Applications
Forms Based applications Self-Service Applications
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Creating Favorites and Setting Preferences
Preferences FavoritesWorklist
Navigator
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Choosing a Responsibility
Click a linkto the function.
Click a linkto the
responsibility.
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Responsibility Relationships:Many to One
Accounts Payable Payroll
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Responsibility Relationships
Responsibilitymenu
User 1 User 3User 2 User 4
One to many
Many tomany
Responsibility 1 Responsibility 3Responsibility 2
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Navigator
Toolbar
Functions
Region tabs
Menu bar
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Expanding or Collapsing the Navigation List
• Select one of the following methods to expand an item to its next sublevel window:1. Double-click the item.
2. Select the item and click Open.
3. Select the item and click Expand.
• To collapse an expanded item:1. Double-click the expanded item2. Select the item and click Collapse
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Expanding or Collapsing Several Items
To expand or collapse several items at once, click one of the following buttons:
• Expand All Children: Expands all the sublevels of the currently selected item.
• Expand All: Expands all the sublevels of all expandable items in the navigation list.
• Collapse All: Collapses all currently expanded items in the navigation list.
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Logging Out of Oracle Applications
• From the File menu, select Exit Oracle Applications.• Use this method to ensure that your username is cleared from
system access.
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Using Forms and Menus
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Navigating to a Form
Click for a Function.
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Data Flow Across Oracle Applications
Oracle Inventory
Data entry OracleGeneral Ledger
Forms Tables Oracle Server
integrated suite of application products that share a common look and feel
integrated suite of application products that share a common look and feel
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Form Terminology
MDI window Tool tip
Window
LOV icon
Recordor row
Pop-up list
Title bar
Menu bar
Check box
Scrollingregion
Block
Help
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Form Terminology
Region
Region tab Field
Button
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Field Colors
Field color Description
White Allows data entry
Yellow Requires data entry
Grey Does not allow data entry
Blue Indicates the fields to use in “Query-Enter” mode
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Creating and Saving a New Record
(M) File > New
New Save
(M) File > Save
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Editing and Deleting a Record
(M) Edit > Record (M) Edit > Delete
Edit Delete
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Using a List of Values
The list of valid valuesis displayed.
Click LOV icon in the field.
Note: Use the wildcard character (%) to represent any number of characters and the underscore (_) to represent a single character. Do not enter a wildcard character by itself. This will match all records.
Note: Use the wildcard character (%) to represent any number of characters and the underscore (_) to represent a single character. Do not enter a wildcard character by itself. This will match all records.
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LOV: Shortcuts
• AutoSelection
• List Search
• Long-List Fields
• Power List
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Using Calendar
Choose a year.
Choose a day.
Choose a month.
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Clearing Data
Clear
(M) Edit > Clear > Record(M) Edit > Clear > Field(M) Edit > Clear > Block(M) Edit > Clear > Form
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Copying Data from a Record
Verify your data because all the fields may not copy.
Price
Item number Discount %Quantity
Item number Discount %Quantity
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Searching for Information
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Query Versus Find
Query mode Find mode
Menu bar, F11 Menu bar, Toolbar
Existing window Find window
Wildcards List of values as well as wildcards
Query count No find count
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Using Find Mode
• Select View > Find – or click the Find icon on the toolbar
• Specify your search criteria.
• Review the retrieved records.
• Click the Find button on the Form.
• Clear button to clear the current search criteria from the Find window
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Using Query Mode
• (M) View > Query By Example > Enter– Enter the search criteria.
• (M) View > Query By Example > Run
• (M) View > Query By Example > Cancel
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Query 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
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Folder Forms
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Personalized Searches in OA Framework
End User Personalized Searches:
• Change the number of rows displayed in a table
• Hide or show regions and items
• Change the layout order of regions and items within the boundaries of the parent region
• Define up to three sorting levels for tabulated data
• Filter (restrict query) tabular data
• Change item labels and region headers
• Enable totals for table columns, when applicable
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Accessing Online Help
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Using Window Help
(M) Help > Window Help Document frame
Search frame
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Error Messages
• To give you a hint, the application displays a short message in the message line.
• To inform you of an error, the application displays an error window.
• A History button also appears in the error window if an error of a more serious nature occurs.
• Record History: A feature that allows a user to view data about a particular record, such as who created the record and when, and who most recently updated the record and when. Record History is now available for Oracle Application Framework–based pages.
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Running Reports and Programs
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Using Concurrent Processing
Submitsrequest
Requestruns.
Other onlinejobsPerform other
online interactive tasks.
Request 1
Request 3
Request 4
Request 2
Request queue
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Running Reports and Programs
• Concurrent processing:– Run non interactive tasks, such as reports and programs. – It does not interfere with the interactive work you perform on
your computer.
• Standard Request Submission (SRS):– Use the SRS interface to run reports and programs.– View report output online.– Schedule reports and programs.– View log information.
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Business Intelligence (BI) Publisher
• Formerly known as XML Publisher
• Comprehensive enterprise reporting solution
• Built on open standards
• Separates data from Presentation
• Cost effective and scalable
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Integration with Oracle Secure Enterprise Search
• Integrates E-Business Suite with Secure Enterprise Search
• Allows users to search E-Business Suite products by using a simple interface (similar to internet search)
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Quiz
You select the Menu option Query By Example > Run to directly retrieve the records.
a. True
b. False
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Quiz
Which color fields require you to enter data in them?
a. White
b. Yellow
c. Grey
d. None of the above
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Quiz
Users cannot define Favorites in Oracle E-Business Suite as links to Web sites outside Oracle E-Business Suite.
a. True
b. False
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Quiz
Using concurrent processing, you can run non-interactive, data-dependent functions such as reports or programs simultaneously with online operations.
a. True
b. False
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Summary
After completing this lesson, you should have learned how to:
• Log in to Oracle Applications
• Use Forms and Menus
• Create Favorites and set Preferences
• Use functionality of the buttons and tabs that appear in the Navigator window and other forms
• Understand Form terminology and characteristics
• Create, save, edit, and delete record using Forms
• Search for data and enter data using Forms
• Access online Help
• Submit Concurrent and SRS requests
• Log out of Oracle Applications