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Applications Release 11
Student Guide
Table of Contents
Introduction
This course discusses the basic features of navigating within Oracle
Applications, Release 11. The aim is to enable you to navigate within any
of the Oracle Applications forms, regardless of the application module.
You will learn to enter data, retrieve information in the form of a query,
maintain data, and access online Help. Additionally, concurrent processing
and standard report submission topics will be discussed.
Oracle Applications
· Choose a responsibility
· Password: Enter your password. The first time you log in, the
system will warn you that your password has expired and you
will be required to change your password.
The Password field does not actually display the characters that you
type into it in order to protect the confidentiality of your password.
You should keep your password confidential to prevent unauthorized
users from gaining access to the system.
Responsibility Relationships:
Many to One
Accounts
Payable Payroll
Selecting a Responsibility
Once you have used the sign-on form to begin the logon process, you must
tell the system what type of access you will be using. A respon sibility is a
predefined 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.
Responsibility Assignments
Each user has at least one responsibility and many users can share the
same responsibility. Your system administrator can assign you any of the
standard responsibilities provided with Oracle Applications, or create new
custom responsibilities for you.
· Use the up and down arrows to select a value and press [Return]
on your keyboard.
Expanding or Collapsing
the Navigation List
Choose one of the following methods to
expand an item to its next sublevel form:
• Double-click the item.
• Select the item and
choose Open.
• Select the item and
choose Expand.
To collapse an expanded item,
select the item and choose Collapse.
Navigator Buttons
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.
Navigator Buttons
Click any of these buttons to expand or collapse several items listed on the
Navigator M enu.
It is important to exit the system in this manner, rather than any other,
as this is the only way to ensure that your username is cleared from
system access.
You will also have to close the Internet Explorer window that was
opened when you initially started Oracle Applications.
Navigator: Functions
The Navigator Window
Use the "Close Other Forms" check box to specify whether multiple forms
may be opened at the same time. You can switch between open windows
by clicking on the desired window or by using the taskbar.
Form Terminology
2 3
1
Form Terminology
Oracle Applications Release 11 works specifically in a Network Computer
Architecture (NCA), or Web-enabled environment. It is important to
understand the terminology of the components within an Oracle
Applications form. The following table defines 13 common terms used in
Oracle Applications forms.
Label Te rm Definition
Numbe r
1 Menu bar Use pull-down menus from this menu bar to navigate
within a form
2 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)
3 Window title T ext in the title bar that indicates the name of the
window, and usually, context information pertinent to
the information in that window
Form Terminology
Form Terminology
Label Te rm Definition
Numbe r
4 Region A logical grouping of fields set apart from other
fields by a box outline
5 Alternative A collection of regions that occupy the same space
region in a window where only one region can be
displayed at a time
6 Field An area in a window that displays data or enables
you to enter data
7 Button A graphic element that initiates a predefined action
when you click it
Form Terminology
8
9
10 11
Form Terminology
Label Te rm Definition
Numbe r
8 Option buttonA button that indicates an individual selection is
available within an option group
9 Dialog box A window that requires you to act on its content
before continuing
10 Scrolling A region, containing a scroll bar, in which to view
region other fields
11 Block An area of information relative to a specific business
function or entity
Form Terminology 13
12 14
Form Terminology
Label Te rm Definition
Numbe r
12 Record or Row A set of one or more data items grouped for
processing
13 Check box A box in which you can toggle between an on/off
or yes/no state for a particular value
14 Pop-up list or A list of values (LOV) for the current field, if
LOV available
2
3
# Te rm Definition
1 Toolbar window The window name
2 Message Line Oracle Applications displays pertinent information for
processing your form, including error messages
3 Status line Oracle Applications displays status information
Save
Clear Form
Save
The Save icon saves any pending changes.
Clear Form
The Clear Form icon clears all data in the current form.
Clear Record
New Record
Delete Record
Clear Record
The Clear Record icon clears all data pertaining to the current record in
the window.
New Record
The New Record icon creates a new record.
Delete Record
The Delete Record icon deletes the current record from the database.
Navigate To
Attachments
List of Values
Navigate To
The Navigate To icon returns you to the Navigator window.
Attachments
The Attachments icon opens the Attachments window.
Edit
Window Help
Find
Edit
The Edit icon opens the Editor window for the current field.
Window Help
The Window Help icon displays general help for the current application.
Find
The Find icon displays the Find window to search for data within a field.
Folder Tools
Summary/Detail
Print
The Print icon prints the current screen to your assigned default printer.
Folder Tools
The Folder Tools icon displays the folder tool palette.
Summary/Detail
The Summary/Detail icon switches between the summary and detail
views.
Responsibility
Translations
Zoom
Responsibility
The Responsibility icon displays other responsibilities and enables you to
log on using a different responsibility.
Translations
The Translations icon opens the Translations window.
Zoom
The Zoom icon invokes a defined zoom (set up by your system
administrator) and goes to that form.
Keys
Function Keys
Block Menu Ctrl+B
Clear Block F7
Clear Field F5
Clear Form F8
Clear Record F6
Commit Ctrl+S
Count Query F12
Delete Record Ctrl+Up
Display Error Shift+Ctrl+E
Down Down
Duplicate Field Above Shift+F5
Duplicate Record Above Shift+F6
Edit Ctrl+E
Enter Query F11
Execute Query Ctrl+F11
Exit F4
Insert Record Ctrl+Down
List of Values Ctrl+L
Next Block Shift+PageDown
Next Field Tab
Next Primary Key Shift+F7
Next Record Down
Next Set of Records Shift+F8
Previous Block Shift+PageUp
Previous Field Shift+Tab
Previous Record Up
Print Ctrl+P
Return Return
Scroll Down Page Down
Scroll Up Page Up
Show Keys Ctrl+K
Up Up
Update Record Ctrl+U
Menu Description
Item
Action Navigates to a window, saves or clears data in a window, refreshes a
window, or exits the application
Edit Edits your data in Oracle Applications
Query Enters search criteria, runs a query, cancels a query, counts
matching records, shows the last search criteria used, sees the next
record, or sees the next page
Go Navigates or zooms between fields, records, and blocks
Folder Modifies and saves the display of information in a window
Special Changes your responsibility, password, or sign-on, manipulates the
Navigator window, and navigates to the Alter Effective Date or
Track History windows
Help Shows context-sensitive or system Help, quick-reference
information such as the status and results of a report or program that
was submitted to run, a keyboard mapping, a detailed explanation of
any database warning message that you encounter, information
about the current record, or general information about Oracle
Applications
M ® Action
Action M enu
M ® Edit
Edit M enu
M ® Query
Query M enu
M ® Folder
Folder M enu
M ® Special
Toolbar
M ® Help
Toolbar
New Record
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.
From the Toolbar menu, Choose M ® Edit ® New Record. Or, click the
New Record button on the toolbar.
You can also click 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.
Deleting Records
Delete Record
If you do not Save this new change to the database, the record is not truly
deleted.
List of Values
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.
LOV window
Note: Once you make a selection from the LOV, you will
automatically advance to the next field.
List Search
You can use the Auto-Reduction 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.
Auto-Selection
Using the list of values feature called Auto-Selection you can select a
valid name from the list with fewer keystrokes. When you display the list
window, you can type the first character(s) of the name you want in the
Find field. If only one choice begins with the character(s) you enter, Auto-
Selection selects the choice, closes the list window, and enters the value in
the appropriate field.
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.
Power List
The Power List feature provides an even faster method of data entry. If a
field displays a List lamp 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.
Calendar
To enter a date, put your cursor in a valid date field. Select List of Values,
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.
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.
Click OK to accept the selected date and close the window or click Cancel
if you want to close the window without choosing a date.
Note: If a value already exists in the current data 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.
Editor
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 greater than the display width, but you can review the contents by
scrolling through the field.
To use the Editor window for a field, choose 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 Search 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.
Clear Form
The data you clear is simply erased from the screen and not deleted from
the database.
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.
Select Edit from the Toolbar window, and then the appropriate choice, to
clear a field, record, block, or form.
Item
Item number
number Quantity Price
Price Discount %
%
Item
Item number
number Quantity Discount %
%
Place your cursor in the field whose value you want to duplicate.
Select M ® Edit ® Duplicate Field Above, to copy the field value from
the previous record into the current record.
Select M ® Edit ® Duplicate Record Above, to copy all field values from
the previous record into the current record.
Flexfields
1 2
A flexfield is a flexible data field that your organization can customize for
your business needs without programming. Oracle Applications uses two
types of flexfields:
· Key flexfields
· Descriptive flexfields
Examples
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.
Example
Saving a Record
Save Record
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.
Find Mode
1
Select
Select Find
Find
Specify
Specify search
search criteria
criteria
Click
Click Find
Find
Review
Review retrieved
retrieved records
records
Generally, a Find window is displayed for those forms that have many
records or for those forms that can be best searched using criteria in more
than one field.
If a field does not provide a list of values for you to choose from, you
can enter wildcard characters in the search phrase. You cannot,
however, use query operators (such as >, <, and so on) in a Find
window.
Buttons
Each Find widow will typically have the following buttons to perform
common functions in the window:
· Clear: Click the Clear button to clear the current search criteria
from the Find window so you can enter new search criteria.
Query Mode
1 1
Initiate
Initiate aa query
query
2 2
Perform
Perform aa full
full search
search Perform
Performaa custom
custom search
search
3
Specify
Specify search
search criteria
criteria
3 4
Run
Run query
query
4 5
Review
Review retrieved
retrieved records
records
· 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.
· 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 Flashlight icon from the Toolbar window.
· You use a new window, the Find window, to prepare your search
criteria.
· Use the scroll bar to view additional records currently not visible
on the screen in a multi-record block.
Window Help
Select Window Help from the Help menu or click on the Help button on
the toolbar. A Help window is displayed, providing information and a list
of topics associated with the current application window.
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.
B ® Glossary
Glossary
To open the glossary, first open Window Help. Click Glossary. Use the
letters of the alphabet to quickly access a topic of interest.
You can obtain or gain access to online Help for any Oracle Applications
product and reference that product documentation online as well.
Select Contents from the Help window to return to the main list of topics
for this product at any time.
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 online Help window. This information is useful if
you have an error message and need assistance from your system
administrator or Oracle Customer Support when you report a problem.
· 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.
Concurrent Manager
Request Set
S tage
Parameter
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.
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.
Submit request
Enter
Enter information
information
May be required Parameter
Parameter values
values
Optio nal
Define
Define schedule
Optional
Define
Define completion
completion
Click
Click Submit
Submit
Record
Record request
request ID
ID
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.
By using request sets, you can submit the same set of requests
repeatedly using a single transaction.
B ® OK
You must use the LOV button inside the window and not the one
on the toolbar.
Buttons
· S chedule: 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.
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.
· Submit Request: Use this button to submit your request with the
concurrent manager.
You can use the request ID to query for your request output in the
Concurrent 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.
Oracle Applications
Find Requests
Use the Find Requests window to specify which requests you would like
to view. Use the option buttons to choose whether you view only
completed requests, all requests currently running, all requests, or a
specific request(s) based upon the criteria you specify in the specific
requests region.
B ® Find
Requests
Inactive
Pending
Running
Completed
· Pending
· Running
· Completed
· Inactive
Pending Phase
Logical
database
Pending Phase
A program in the Pending phase can be in one of four statuses:
Running Phase
Running Phase
A program in the Running phase can be in one of four statuses:
Completed Phase
Completed Phase
A program in the Completed phase can be in one of five statuses:
Inactive Phase
Inactive Phase
A program in the Inactive phase can be in one of three statuses:
B ® Cancel Requests
With the cursor on the request you want to cancel, click the Cancel
Request button. 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.
B ® Hold Request
B ® View Details
Submit Requests
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.
B ® Logon
Note: There are many factors that effect printing reports with Vista
Plus. Vista Plus in house testing indicated Netscape Navigator did a
better printing job than M icrosoft Internet Explorer. However, they
did indicate that with different Windows versions, drivers or browsers
the results could be different.
Vista Plus:
http://nssvista.corp.mot.com:7890/vista/index.html
http://nsserp.mot.com:7111/ICA/VistaPlusWindowsClient.ica
N ® Select Responsibility
B ® OK
Change Group
5. Click OK button.
Vista Plus
B ® OK
Local Print
Note: Selecting All prints the entire report. Selecting From allows
specific pages of the report to be printed.
10. Page S ize Options: Select one of the following to obtain desired
B ® OK
N ® Name
B ® OK
B ® Restore Generations ® OK
Retrieving Reports
To retrieve (archive) one or more reports (report generations), proceed as
follows:
Navigator: Functions
The Navigator Window
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.
· Enter the top ten list number that precedes the form you want to
open.
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.
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.
M ® Folder ® New
Folder Definitions
In forms that are folder enabled, 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.
N ® Folder ® New
· 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.
· Check Auto Query if you want this query to perform every time
you open this folder definition.
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.
M ® Folder ® Save As
Save Folder
M ® Folder ® Delete
Managing Attachments
You can attach or link data such as images, word processing documents,
spreadsheets, or video to some Oracle Applications records. This section
discusses how to manage these attachments to records.
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.
Attachments
· Seq: The sequence number drives the order the attachments are
displayed in the attachments window. Typically the sequence
numbers are assigned in increments of 10.
· Data type: Select the Data type from the List of Values.
Type Description
File A file stored in the database of any type.
Image An image that an Oracle Form can display, including
bmp, cals, jfif, jpeg, gif, pcd, pcs, pict, ras, and T IFF.
Short Text T ext stored in the database containing less than 2000
characters
Long T ext T ext stored in the database containing 2000 characters
or more
Web Page A URL reference 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.
Type Description
Database Storing images in the database provides centrally
accessible images without special file system setup.
However, database storage of images will increase the
amount of database space required for applications.
File File system storage of images requires a shared file
system that is accessible to all users and looks the
same to all users. For example, you should not store
an image on your local PC because another PC
accessing the system will not be able to see your PC
as its C:\ drive.
Deleting an Attachment
· To delete the attachment from the selected document, select
M ® Edit ® Delete Record or click on the Delete Record icon
on the toolbar.
B ® Document Catalog
Document Catalog
There are many cases where “view only” access is given to information to
support a user in the activities they perform. Some common “view only”
forms include:
Entering a specific group may speed your inquiry, as you will not
have to scroll through all the item attributes to get to the
information you want.
Select Region
· Date: Enter a revision date for the Bill. Defaults to current Date
and time.
Displa y Region
· Order By: Select a sort option for each level of the bill.
- Operation seq., item seq.
- Item seq., operation seq.
· Cost: Check to display costing data. This will activate the cost
type field.
Item, Description, Alternate, Revision, and Date fields default from the
master item.
This window may be skipped by selecting the New Order or New Return
button.
Enter the appropriate search criteria from any the following fields and
click the Find button:
- Order Number
- Order Type
- PO Number
- Requisition Number
- Order Category
- Order Source
- Order Dates
- Created By
- Entry S tatus:
- Check this box to choose any one or combination of
statuses to query orders. Choose one or all of the
following:
- Booked
- Entered
- Partial
- Customer Name
- Customer Number
- Customer PO
- Salesperson
- Ship To Location
- Bill To Location
· Find Button: Initiates the search and opens the Orders Summary
window.
All fields are display only. Additional header-level details for each sales
order may be seen by scrolling to the right in this form.
The order-level cycle status typically includes just when the order
is Entered, Booked, and Closed. To view the detailed cycle
status of the lines on the order, select the View button at the
bottom of this form, and then select Cycle Status from the
bottom of the next form.
· View Button: Opens the View Sales Order form which displays
detailed information about the current status of this order.
This region displays details associated with each line on the sales order.
This region displays invoice and credit memo information associated with
the order being viewed.
This region displays details about the Deliveries such as Waybill Number,
Freight Carrier and Bill of Lading.
The Deliveries button at the bottom of the form will bring you to the
Deliveries to View window.
To view the shipping information for all the lines on the order at
one time, use the Deliveries button in the Deliveries Alternate
Region.
This provides a history of the activity on this order, and what might have
kept the order from getting shipped.
This window is useful for the shipping department or for anyone needing
the shipping information.
For example: the Waybill number and Freight Carrier information can be
retrieved from this window. This window also has the Pick Slip number
and the Picking Batch number that is needed to reprint the pick slip.
This provides a detailed look as to exactly where that particular sales order
line is in following its required order cycle.
The Holds button on the bottom of this form takes you to the View Holds
window. This is valuable to quickly review data about holds that might be
stopping a line from proceeding through its cycle action steps.
In addition to the buttons at the bottom of the View Orders form, you can
also view additional information about the order lines from the alternate
regions.