2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Navigating in R12.x Oracle...

2Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

Navigating in R12.x Oracle Applications

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.2 - 2

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


Logging In to Oracle Applications


Navigating from Personal Home Page to Applications

Forms Based applications Self-Service Applications


Creating Favorites and Setting Preferences

Preferences FavoritesWorklist

Navigator


Choosing a Responsibility

Click a linkto the function.

Click a linkto the

responsibility.


Responsibility Relationships:Many to One

Accounts Payable Payroll


Responsibility Relationships

Responsibilitymenu

User 1 User 3User 2 User 4

One to many

Many tomany

Responsibility 1 Responsibility 3Responsibility 2


Navigator

Toolbar

Functions

Region tabs

Menu bar


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


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.


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.


Using Forms and Menus


Navigating to a Form

Click for a Function.


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


Form Terminology

MDI window Tool tip

Window

LOV icon

Recordor row

Pop-up list

Title bar

Menu bar

Check box

Scrollingregion

Block

Help


Form Terminology

Region

Region tab Field

Button


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


Creating and Saving a New Record

(M) File > New

New Save

(M) File > Save


Editing and Deleting a Record

(M) Edit > Record (M) Edit > Delete

Edit Delete


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.


LOV: Shortcuts

• AutoSelection

• List Search

• Long-List Fields

• Power List


Using Calendar

Choose a year.

Choose a day.

Choose a month.


Clearing Data

Clear

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


Copying Data from a Record

Verify your data because all the fields may not copy.

Price

Item number Discount %Quantity

Item number Discount %Quantity


Searching for Information


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


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


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


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


Folder Forms


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


Accessing Online Help


Using Window Help

(M) Help > Window Help Document frame

Search frame


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.


Running Reports and Programs


Using Concurrent Processing

Submitsrequest

Requestruns.

Other onlinejobsPerform other

online interactive tasks.

Request 1

Request 3

Request 4

Request 2

Request queue


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.


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


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)


Quiz

You select the Menu option Query By Example > Run to directly retrieve the records.

a. True

b. False


Quiz

Which color fields require you to enter data in them?

a. White

b. Yellow

c. Grey

d. None of the above


Quiz

Users cannot define Favorites in Oracle E-Business Suite as links to Web sites outside Oracle E-Business Suite.

a. True

b. False


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


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

2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Navigating in R12.x Oracle...

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