Navigating Oracle Applications SG 1021
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Transcript of Navigating Oracle Applications SG 1021
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Navigating OracleApplications Release 11i
Students Guide
Oracle Academy Navigating Oracle Applications
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Terminology____________________________________
Oracle Applications Release 11i works specifically in a Web-enabled environment. It is
important to understand the terminology of the components within Oracle Applications.
Common terms and abbreviations used in Oracle Applications are listed below.
Menu Bar - Use pull-down menus from this menu bar to navigate or perform actions within a
form.
Navigator (N) - Allows you to navigate between and within applications.
Expand (+)- Display the sub-options are available for the navigator option.
Collapse (-) - Hide the sub-options available for the navigator option.
>- Continue to expand navigator sub-option.
Region - A logical grouping of fields set apart from other fields by a box outline.
Tab (T)- A portal area containing portlets, applications and links logically grouped according to
responsibility or functionality. A portal can have several tabs.
Sub-tab (ST)- A tab within a tab.Field - An area in a window that displays data or enables you to enter data.
Button (B) - A graphic element that initiates a predefined action when you click it.
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.
Icon (I) -A pictorial image used in a graphical user interface to represent a program, a command
or a link
Hyperlink (H)- A word or phrase connecting to a new screen or program within the current
screen.
LOV icon - An icon that you can click to display a list of values (LOV) for the current fieldPop list - A pop list lets you choose a single value from a short list
> - Continue Navigation or expand further
- Close window, screen or application.
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Course objectives
This course describes how to access Oracles eBusiness Suite, depicting a virtual company called
Vision Enterprises. This so called Instance will allow you to execute all processes described
in the lessons provided to you and give you an environment in which to practice all exercises
described within this document..
This course will help you to understand Oracle Applications and how to navigate within the
environment.
After completing this course, you should be able to:
Log on and off of Oracle Applications
Change Language
Explain Oracle Forms and the Portal
Access online help Use Forms and Menus
Enter data using masks
Customize and search for data using forms
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The User and Password controls the level of access and the range of responsibilities available.
The User ebusinesswill allow you to access many areas of the system, as well as giving you
access to all responsibilities required to complete this document.
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The eBusiness Portalis displayed.
This is the Vision Enterprises eBusiness portal, used typically by management and provides you
with access to many areas of the company. Study the welcome pageand click on the links
provided to gain an overview of Vision Enterprises.
Click on the responsibility tabs, for example Marketing and Sales, Procurement or Order
Management, to get a more detailed insight into the various lines of business. The tabs also
provide access to those Oracle Applications relevant to the responsibility.
Example
Click on the Financialstab and review the Applications Navigatorlist.
A plus (+)symbol next to an option indicates that there are sub-options available. Doubleclicking on the symbol will allow you to expand the options. The symbol changes to a
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minus (-) if no further options are available. Double clicking on this symbol will collapse
the options.
Expand Payables, Vision Operations (USA) > Employees
Click on View Employees
Once you have selected the menu option, the relevant Application form is opened, providing
users with an interface to business data stored in the database. The Navigator allows you to
navigate between and within forms to enter and access information from the database.
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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.
Edit Field
Zoom
Translations
Attachments
Folder Tools
Save
Next Step
Switch Responsibility
Print
Close Form
New
Find
Show Navigator
Cut
Copy
Paste
Clear Record
Delete
Help
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Navigation
There are different methods of navigating within Oracle Applications.
Buttons
A button is a graphic element that initiates a predefined action when you click it
Tabs
A collection of regions that occupy the same space in a window where only one
region can be displayed at a time. A tab is active when it is highlighted.
.
LOV Icon
An icon that you can click on to display a list of values (LOV) for the current field.
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Expand / Collapse Navigator
In Oracle Applications most of the menus can be expanded and collapsed by clicking on these
Buttons . Optionally, a double click on the menu option will have the same effect.
Radio buttons
Radio buttons enable the speedy selection a value from a list with only a few entries. Only one
value can be selected.
Pull down Menu (Pop list)
Another method of selecting a single value from a short list.
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Help Options
Help Menu
Oracle Applications provides you with a complete online help facility through your web
browser tool. The online documentation and help features can greatly enhance your ability tounderstand 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.
The following help Menu options are available
Window Help - Displays a list of topics associated with the current application 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
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 whenviewing 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.
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Customizing the presentation of data
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.
Sign on to the system using ebusiness / welcome
Click on the Financialstab
Expand Assets, Vision Operations (USA)
Expand Assetsand click on Asset Workbench
By clicking on the Navigator symbol in the tool bar, you are able to access all functions
available to the Assets, Vision Operations responsibilty, without having to return to the
E-Business portal. All Functions listed here use so called Oracle Forms.
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 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.
Double-click on (N) Assets
Click on Asset Workbench once and activate the add to list arrow. Asset Workbench
can now be called directly from the top ten list.
Folders
A folder is a special block in which the field and record layout can be customized.
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 ofyour 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,
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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.
How to create a new folder definition:
Double-click on Assets Workbench
Close the find assetswindow
Click on (M) Folder > New.
Enter a name for your folder using this format: XX_Folder.
(XX = your initials)
(B) OK
You will see your new folder is now shown at the top left portion of the Assets screen. You are
now able to customize your folder according to your requirements.
Customizing 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
Change the order of columns by moving to the left or right
Once you have placed your cursor in the field or column you would like to customize, the
options available can be viewed by activating the Folder Tools icon:
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Saving Changes to a Folder Definition
(M) Folder > Save to save any layout or query changes made to the current folder definition
(M) Folder > Save As to save the current folder definition under a new name.
Click OK after you have completed the information requested in the Save Folder window.
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Managing attachments to forms
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 manufacturingoperations.
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.
How to attach a document to an active record:
Activate the flashlight icon to find an asset record
Enter %in the Asset Number field to search for all assets and click on (B) Find
Click on any record retrieved and activate the attachment icon .The attachment window opens.
To add a new attachment, click on the new icon in the menu.
Enter Miscellaneous in the Category field.
Enter a description of the attachment using the following format: XX_Attachment (XX=
your initials)
Select Short Text in the field Data Type
Enter a short text, date, time and your initials in the text box provided.
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Save your work by clicking on the icon.
Close the window
Repeat the steps to retrieve the asset record and search for your attachment.
Close Oracle Applications and log out.