bootcamp erp navigation
TRANSCRIPT
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Oracle Applications Navigation
Course Agenda:
Navigate Oracle Applications
Enter Main Data
Search for Data using Application Forms
Access Online Help
Run & Monitor Reports & Programs
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Oracle Applications Navigation
Business Objectives:
Learn how to use the system quickly
Be productive, even if you are a novice user
Increase you productivity as a power user
Get help when you need it
Secure your application data from unauthorized access
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Logging On to Oracle Applications:
URL ~ http://apps01.tcscal.co.in:8002.
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Logging On to Oracle Applications: Contd 2
Click on Apps Logon Links
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Logging On to Oracle Applications: Contd 3
Click on E Business Home Page
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Logging On to Oracle Applications: Contd 4
Give Username & Password & Press Login
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Logging On to Oracle Applications: Contd 5
Give Current Password, New Password & Press Apply
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Logging On to Oracle Applications: Contd 7
Choose Menu to Open Oracle Applications 11.5.9
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Logging On to Oracle Applications: Contd 8
Navigator Window
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Expanding or Collapsing the Navigation List
To expand or collapse an item to its next sublevel:
Double-click the item, or
Select the item and select
Select the item and select to Expand, or
Select the item and select to Collapse
To expand or collapse several items at once, select 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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Navigation Top 10 List
If there are forms that you use frequently, you can copy 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 select 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 you have access to.
Creating a Navigation Top-Ten List
Select a frequently used form from the navigation list
Select Add
Note: The form is now displayed in the navigation top-ten list preceded by a top-ten listnumber
For removal of a form from the top-ten list, select that form and select Remove
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Basic Terminology
Field Name Window Title
Window
Check Box
RegionList of Values
Optional Field
Mandatory Field
Tabbed Region
Control Panel
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Basic Terminology Contd 2
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Basic Terminology Contd 3
Menu BarTitle Bar Single Record Block
Scrolling
Region
Button
Multi
Record
Block
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Basic Terminology Contd 4
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Using Menus Menu Bar
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Using Menus File Menu
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Using Menus Edit Menu
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Using Menus View Menu
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Using Menus Folder Menu
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Using Menus Tools Menu
The Tools menu may contain up to 15 product-
specific entries, including a list of commonly used
enquiry windows in the application, or perhaps, a
commonly used window that a user may want to
take a side trip to.
If the current application has no product-specific
entries, the Tools menu is disabled.
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Using Menus Window Menu & Help Menu
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Keyboard Shortcuts
Experienced users can bypass the
menu by using a keyboard shortcut.
Oracle Applications assigns many
commonly use functions, such as RunQuery (Ctrl+F11), Save (Ctrl+S), or Clear
Record (F6) to keyboard shortcuts.
To display a list of keyboard shortcuts:
Select Keyboard Help from the Help
menu or press Ctrl+K
When you have finished scrolling
through the listing, click OK to close the
window
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Applications ToolbarThe toolbar includes many of the commonly used menu items so that you can
carry out your required action quickly without having to search for it in themenu bar.
Depending on the context of the current field or window, a toolbar button
can be enabled or disabled
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Navigating Inside a Window
You can navigate within a window using one of the following methods:
1. Move the cursor with your mouse.
2. Select an appropriate menu item.
3. Enter an appropriate keyboard shortcut.
4. Use the Tab key to sequentially move between fields. You can also use the
mouse to select the field you wish to work in.
Note: The Tab key is also a quick method to select values from a predefined list. Enter the first
couple of characters of a value and press Tab. If there is only one value that matches your
search criteria, then that value is populated into the field. If several matches exist, then a shortlist of possible matches is shown, from which you can select the correct / required value.
5. Use the Enter key to select the default button in the window you cannot use
the Enter button to navigate within the window.
6. Shift + Tab moves the cursor back to the previous field.
7. Use the up and down arrows to move between records.
8. Use Ctrl + Mouse click to select individual records.
9. Use Shift + Mouse click to select a range of records.
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Changing Security Access
1. If you have several responsibilities and you want to work in Oracle Applications
under a different responsibility, you can do so without exiting Oracle Applications.
To switch your responsibility:
Select File Switch Responsibility
Select a new responsibility from the Responsibilities window and click OK
If windows are open in your current responsibility, Oracle Applications asks you to
save your changes before it closes those windows. You can cancel switching
responsibilities by choosing cancel in the Save Changes window.
Note: The Save Changes window only appears if there are any changes to save. If there are no
changes to save, all open windows other than the Navigator window close, and Oracle
Applications displays the responsibility list.
2. If you have only one responsibility, Oracle Applications does not display a list.
Instead, Oracle Applications asks you to save your changes before it closes anywindows you are working in. After closing the windows, Oracle Applications returns
you to the Navigator window of your responsibility.
The Navigator window title and contents reflect the new responsibility you have
chosen.
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Changing Password
1. Navigate to the Navigator window.
2. Select Edit Preferences Change Password to display the Password
Update window.3. Enter your old password in the Old Password field.
4. Enter your new password in the New Password field.
5. Enter your new password again in the re-enter New Password field.
6. Click
If the second entry of your new password does not match the first, Oracle
applications again asks you to reenter you new password until both entries
match. Your new password takes effect immediately.
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Printing a Window
You can print an image of a current window at any time.
Select File Print
A consecutive series of modal windows are displayed. These windows vary
depending on the GUI environment you use. In general, the windows prompt you for
information such as the printer, the size of the image, orientation, the number of
copies, the format to use if you want to save the image to a file, and so on. Enter the
necessary information in these windows.
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Closing Windows
When you navigate to a form, an initial window is displayed for the form. In someforms, the initial window contains buttons that cause additional windows to be
displayed.
Individual windows can be closed by using the X icon in the top right-hand corner of
the form or by using the Control icon found at the top left-hand corner of the form.
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Exiting Oracle Applications
When you complete your work, you can select to save or discard any unsaved
work in your form(s) before exiting Oracle Applications.
From the File menu, select Exit Oracle Applications. If there are no changes to
save in your window or windows, Oracle Applications exits and returns to your
desktop
Select to save the changes before exiting. Select to exit without
saving any changes
Select to close this window and Cancel the exit.
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Creating & Deleting Records
To create a new record
Select File New Record or click on the button
When you select this menu item in a multi-record block, Oracle Applications
moves the current record down and inserts a new blank row. You add a new
record by filling in this blank row
When you select New Record in a single-record block, Oracle Applications
displays a blank record in the current block so you can enter data for a new
record
It is important that when you have finished entering data for a new record that
you remember to save your record by clicking the Save button. This will
ensure the newly added information is saved to the database
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Creating & Deleting Records Contd 2
To delete a record from the database
Select Edit Delete Record or click on the Delete Record button
This action initially erases the current record from the screen and returns the
cursor to the first field of the next record.
To actually delete the record from the database, select File Save or Save and
Proceed.
Note: If you exit Oracle Applications without saving your work, the record is not
deleted from the database.
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Clearing Data
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Clearing Data Contd 2
You can clear data from the screen at almost any time. The data you clear is
simply erased from the screen and not deleted from your 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.
To clear selected data from a field, select Edit Clear Field
To clear a record of data, select Edit Clear Record or click on Clear Record
button
Note: If you are in a window that you do not want to be in or you accidentally
perform an unwanted action, you can use Clear Record form the Edit menu to
clear the current record and begin again.
To clear data from the current block, select Edit Clear Block
To clear all data from a form, select Edit Clear Form
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Duplicating Data
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Duplicating Data Contd 2
To Copy a Field Value from the Previous Record
Enter a new record or query an existing record in your form
Select File New Record or click to insert a new record after the existing
record
Place the cursor in the field whose value you want to duplicate to Select Edit Duplicate Field Above to copy the field value from the previous
record into the current record.
To Copy All Field Values from the Previous Record
Enter a new record or query an existing record in your form
Select File New Record or click to insert a new record after the existing
record
Select Edit Duplicate Record Above to copy the field value from the previousrecord 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.
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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 scrollable text
fields. A scrollable text field is a field in which the actual width is longer than
the display width, but you can view the contents by scrolling through the field.
To Use the Editor Window for a Field
1. Select Edit Edit Field.
Edi i Fi ld
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Editing a Field Contd 2
2. Enter a new value or edit the existing value in the editor window. Note that ifthe current field is a display-only field, then the Editor window appears in
display-only mode.
3. To search for a phrase and replace it with another phrase, select search in the
Editor window to display a Search / Replace window.
4. Enter a value in the Search For field, and if you want to replace that value with
another value, enter a value in the Replace With field.
5. Select Search to search for the value, or select Replace or Replace All to
search for the value and replace the first occurrence or all occurrences with
your new value, respectively.
6. Select Cancel to close the Search / Replace window.
7. When you are satisfied with the value in the Editor window, select OK to close
the window and insert the value into the field.
U i Li t f V l (LOV)
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Using a List of Values (LOV)
You can use the Auto-Reduction to reduce a list when you know the first few
characters of your choice.
If you do not now 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 on . You can use wildcard characters such as percent sign
(%), which represents any number of characters in your search criterion.
Note: The phrase you enter for a list search is not case sensitive.
U i C l d t E t D t
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Using a Calendar to Enter Dates
To Select a date in the Calendar Window
1. With the cursor in the field, use the List of
Values 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, orthe current system date.
2. To display the next or previous month, select the
or button in the upper-left corner of
the window, respectively.
3. To display the next or previous year, select the or button in the upper-
right corner of the window respectively.
4. Select a day.
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.
5. Select OK to accept the selected date and close the window. Select Cancel if you
want to close the window without choosing a date.
U i C l d t E t D t
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Using a Calendar to Enter Dates Contd 2
To select a date and time in the calendar window
1. Follow steps 1 through 4 in the section above to select a date.
2. Select the hour pop-up list icon to select an hour between 1 and 12.
3. Select the minute pop-up list icon to select a minute value. The minute pop-up
list displays twelve values between 1 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.
4. Select AM or PM and select to accept the selected date and time
and close the window. Select to close the window without choosing a
date and time.
U i Q M d
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Using Query Mode
U i Q M d
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Using Query Mode Contd 2
Q b E l
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Query-by-ExamplePerforming Query-by-Example and Query Count
To retrieve a group of records based on more sophisticated search criteria than what QueryFind allows, you can use a feature called Query-by-Example 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 from a Query-by-Example search,but only want to know how many records match your search criteria, you can perform a query
count to save yourself some time.
To Use Query-by-Example
1. Select View Query By Example Enter.
2. Enter search criteria in any of the fields, using wildcard characters and/or query operators as
necessary. You can also select View Show Last Criteria to display the search criteria used in
your last search, if there was one.
3. Select View Query by Example Run to perform the search.
4. Select View Query by Example Cancel to cancel from Enter Query mode.
To Obtain a Query Count
1. Perform steps 1 and 2 above.
2. Select View Query by Example Count Matching Records to display the number of
records a Query-by-example search would retrieve.
Q O t
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Query OperatorsUse query operators in your search criteria to restrict your search to the
information you need. The query operators you can use in most fields include:
A i Wi d H l
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Accessing Window Help
Oracle Applications provides you
with a complete online Help facility.
To Display Help for a Current
Window
Select Help Window Help. A
Help window is displayed,
providing information and a list of
topics associated with the current
application window
Click on a topic of interest to
display more detailed information
Use the menus or buttons in the Help window to navigate to other topics of
interest, or from the File menu in the Help window, select Exit to leave Help.
S bmitting Indi id al Req ests
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Submitting Individual RequestsNAVIGATION Reports
Running a Standard Request
1. Open the Submit Requests form.
2. Select the Request option to submit a single
request, or select to submit a predefined group of
requests by checking Request Set.
3. Click .
4. Select the name of the
request (report or program)that you want to run from
the list of available
requests.
Note: Your responsibilitysrequest group determines
which requests appear in
the list.
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Submission Schedule
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Submission Schedule
Submission Schedule
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Submission Schedule Contd 2The default time for your request is AS Soon As Possible. However you may wish to
schedule your report to run on specific days or certain times. To define when andhow often you want your request to run:
1. Click Schedule to open the Scheduling window.
You can select to:
2. Re-use a schedule previously defined and saved.3. Define a new schedule and select your options:
Once Use this to run your report once at some time in the future
Periodic Use this to run the request at selected periods / times
On Specific Days Use this to run on a particular day (useful for month-endroutines)
Apply the Interval If you select to submit requests, select whether to apply theinterval from the start or the completion of the prior run. Usually Start is selected so
that future submissions time do not slip.4. To save your schedule, select the Save this schedule check box. You must alsoprovide a unique name for each schedule you save, and you can provide additionalinformation in the Description field.
5. Click .
Defining Completion Option
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Defining Completion Option
1. Select the Save all Output Files box towrite your request to a file. If you want to
view your report online, you must use this
checkbox.
2. Click Completion Options.3. Specify additional people to notify using
Oracle Workflow, upon completion of this
report.
4. Use the List of Values to select theprinters you want to use to produce a
hardcopy of your report. Enter the number of
copies you need or leave copies as 0 if you
only want to view the report on-line.
5. Click
6. Click Submit Request when you are finished specifying scheduling and
completion options.
Viewing a Request
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Viewing a Request
Navigate to the Requests window. (View Requests Find )
Using View Request window
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Using View Request windowYou can use the Request window to view a list of all the submitted concurrent requests, checkwhether your request has run, change aspects of a requests processing options, diagnose
errors, or find the position of your request in the queues of available concurrent managers. Navigate to the Request window
Enter specific criteria in the Find window that appears, or click Find to display all of yourrequests that you have submitted
Note: 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 displayupdated progress of your request. Use this button to re-query the lines in the request table
Find Request button: Displays the Find Request window to perform a search for additionalresults
Submit New Request button: Displays the Submit Request window to submit a new request tothe concurrent manager
Hold Request and Cancel Request buttons: These buttons illuminate if the concurrent managerhas not already begun running the program. You can Hold or Cancel a request by using thesebuttons
View Details button: Displays the Details window to view detailed information about yourrequest, for example, submission dates, scheduling and other information
Diagnostics button: Displays diagnostic information about your request such as when it ranand if it completed successfully
View Output button: Displays an online format of your report.
View Log button: Displays information about the request regarding arguments used and othertechnical information.
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Canceling Requests
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Canceling RequestsCanceling or Holding a
Request that was not yetcompleted
Navigate to the Requests
window
Select the Specific Requestoption button
Enter the Request ID or other
appropriate search criteria
Click Find
With the cursor on the
request you want to cancel,
click Cancel request
ClickNote: A request that has been processed can complete in one of several statuses:
Normal: Program completed successfully
Warning: Program completed successfully but with warning messages
Error: Program failed to complete successfully
Placing Reports on the Navigator
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Placing Reports on the Navigator
You can store reports on the Navigator for ease of use.
From the Request window, select the report you wish to place on the
Navigator
Using the menu select File Place on Navigator
Placing Reports on the Navigator C td 2
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Placing Reports on the Navigator Contd 2
Once the document is placed
on the Navigator, you can
navigate to it directly by
either double clicking on the
relevant icon or by selecting it
and clicking on Open.
To rename the document,
select the document and click
on
To remove the document, select the document and click on
You can show documents as either icons or a simple list