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Basic Navigation

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Unit Objectives
System Login
Responsibilities
Navigator Window
Top Ten List
Oracle Window/Terminology
Toolbar Icons
Oracle Menus
Keyboard Shortcuts
Oracle On-Line Help
Perform Queries
Submit and Monitor a Request

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System Login
Click on Favorites in
Internet Explorer
Select Oracle
Enter your User Name and
Password
Click Connect

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Setting The Initial Password

Your initial password will already be expired
You will be prompted to change it
Change it to a new password
Minimum 5 characters

The logon password is not case sensitive

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Responsibilities
A Responsibility is a level of
authority in Oracle
Properties of a Responsibility
Access a particular application
Restricts the functions the user can
perform in a window
Determines the list of reports to be
run
Each user has at least one
responsibility
Several users can have the same
responsibility
Select a responsibility

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Switching Responsibilities
Within same module to different Sets Of Books
Within same module to different functions/access levels
To Other Modules
Within each module, a responsibility restricts access to a
single Set Of Books according to your defined user
responsibility (e.g. Administrator, Inquiry etc.)

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Navigator Window
The Navigator window
provides access to data and
functionality that is restricted
according to your
responsibility

Uncheck this
box to keep
current forms
open when a
new form is
launched

Double-click to expand and

collapse menu levels
Switch Responsibilities
Demo

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Switch Responsibilities - Demo

Step 1: Select to
switch
responsibility
Step 2: Select
responsibility
Step 3: Select OK

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Navigator - Special Menu Options

Use the options in the
Special menu to:
Change your current
password
Exit the current session
and log into Oracle again
Execute Navigator List
Expand/ Collapse
Operations

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Top Ten List

The Top Ten List provides easy
access to frequently used
functions
Double-click plus and negative
signs to expand and contract
navigation window
Select an item
Click Add
The item will be added to the Top
Ten
To access items on the Top Ten
List, double-click on the item or
enter the item number
To remove items from Top Ten List,
highlight the item and click remove

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Ex. 2.1
Basic Navigation

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Oracle Applications Form

Drop Down
Menus
Field
Names
Fields

Buttons

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Menus - Action
Navigate To Displays the Navigator window
Save Commits changes in the current form
Save and Proceed Commits changes in the current form
and then begins a new record
Print Prints a screen shot of the current window
Export Exports information from the form to a file
(such as Excel spreadsheet)
Refresh Refresh the screen
Close Window Closes the current window
Close Form Closes all windows of the current form
Exit Oracle Applications Quit Oracle Applications

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Menus - Edit
Clear Field Clears data from the current field
Duplicate Field Above Copies data from the same field in the
row above
List of Values... Displays the list of values window for the
current field
Edit Field Displays the Editor window for the current field
New Record Inserts a new record
Delete Record Deletes current record from the database
Clear Record Clears current record from the form
Duplicate Record Above Copies data from all fields of the row
above
Attachments... Displays the Attachments window
Clear Block Clears all data from the current block
Clear Form Clears all data from the current form

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Menus - Query
Find Displays the Find window of current form to
enter search criteria
Find All Retrieve all records (blind query)
Enter Invoke Enter Query mode for current form to
use Query-By-Example
Run Executes the Query-By-Example
Cancel Cancels Enter Query Mode of the form
Show Last Criteria Repeat same criteria used in last
Query-By-Example
Count Matching Records Find out how many records
will be returned using the Query-By-Example criteria
Get More Records Fetch the next set of records in the
current Query-By-Example

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Menus - Go
Next Field Move cursor to the next field
Previous Field Move cursor to the prior field
Next Record Move cursor to the next record
Previous Record Move cursor to the prior record
First Record Move cursor to the first record
Last Record Move cursor to the last record
Next Block Move cursor to the next block
Previous Block Move cursor to the previous block
Summary/Detail Switch between summary and detail
views of a combination block

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Menus - Special
Unlike the other menus, the Special menu is form-specific. That is, its
options are dynamically set based on the current form.

Special
menu
options for
Navigator
window

Special menu
options for
PAs
Expenditure
Inquiry form

When a form has no

unique options, the
Special Menu is
disabled

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Menus - Help
Window Help Displays on-line help for the current window
Oracle Applications Library Displays a listing of all of the online help files available
Keyboard Help... Displays a mapping of keyboard
equivalents of special functions and menu options
Display Database Error... Displays details about the last
database error
Tools Brings up the Tools submenu used for debugging
View My Requests Monitor the status of your submitted
Concurrent Requests
About This Record... Display information about the current
record
About Oracle Applications... Display information about the
current window and application

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Applications Toolbar
The Toolbar
Functions exactly as the pull-down menu items
Contains a section where system messages are
displayed
Permits buttons to be enabled/disabled depending on
context of current form
For example, in a Display only form:
All data manipulation buttons (Insert Record/Delete
Record) will be disabled

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Toolbar Window
Toolbar Buttons

System Message Line

Special Mode and Status Indicator

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Tool Bar Buttons

Zoom

Save
Navigate
To
Save and
Proceed

Summary / Detail

Print

Clear
Form

Find

Attachment

Delete Folder List of Editor

Record Tools Values
(LOV)

New
Record

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Clear
Record

Window
Help

Quick Keys
Quick Keys can be used to execute commands, instead of
using a mouse
Alt + Underlined Character executes a command in forms
where there are buttons
Examples:
Alt+l would be the same as pressing Hold button
Alt+P would be the same as pressing Payments button

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Keyboard Shortcuts
Keyboard Shortcuts can be viewed by
Choosing Help
Typing Ctrl+K

Keyboard Help from the menu or

The most frequently used Keyboard Shortcuts are

Close Form - F4
Commit - Ctrl + S
Enter Query - F11
Execute Query - Ctrl + F11
Cancel Query - F4

Clear Record - F6
Insert Record - Ctrl + Down
Delete Record - Ctrl + Up
List of Values - Ctrl + L
Edit - Ctrl + E

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Entering Dates
Enter all dates in Oracle in the format
DD-MMM-YYYY (19-JUL-2000) or
DD-MMM-YY (19-JUL-00)
To enter a date using the calendar window in a date field
Choose Edit
List of Values or
Click on the List of Values Application Toolbar button

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Entering Dates - Calendar

Press this Right Arrow button
to display the next month

Press this Left Arrow button

to display the prior year

Press this Left Arrow

button to display the
prior month

Press this Right

Arrow button to
display the next year

Click on any Day Cell

to change the date

Date is displayed in
Oracle Date Format

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Query by Example
To use Query by Example
To specify query criteria
Choose Query

Enter or Press the F11 key

Enter the search criteria in any of the fields

Use wildcard characters and/or query operators as necessary

To perform search
Choose Query

Run or Press the Crtl+F11 keys

To cancel the search

Choose Query

Cancel or Press the F4 key

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Query Operators & Wildcard Characters

To restrict a search to specific information:
Use query operators and wildcard characters

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On-Line Help - Window Help

To display help information about the current
window:
Choose Help

Window Help from the menu or

Click on the Help button

in the toolbar

Oracle opens the help text information using

Microsoft's Internet Explorer browser

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About This Record

Previously saved record information can be
displayed to learn
Who created a record
Date/time of creation
Who last changed a record
Date/time the record was changed

To access this information

Choose Help

About This Record from the menu

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About This Record

Creation
information Who and When

Last Update
information Who and When

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How to Run a Request

Navigate to:

Other

Requests

Nearly all
Concurrent
Requests will be
Single Requests

Dell has defined

some request Sets
for interfaces and
sets of reports

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Run

How to Run a Request

To run a list of Reports or Processes

Press the List of Values button, or

Type in a few letters of the Request Name, and
Hit TAB

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Selecting a Report or Process to

Run
Narrow the search by
entering Find criteria
The Reports List
of Values will
display all reports
or processes the
user has authority
to run (based on
Responsibility)

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Parameters Window
After a report or process is selected, a window will appear
with the parameters that can be entered to generate the
request

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Editing Parameters
Parameter choices can be edited anytime before the process is
submitted
To make changes, place the cursor
anywhere in the Parameters field to
access the Parameters window again

Use this
button to
reuse the
parameters
from a
prior
request

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Completion Options
After a program is selected and parameters entered, submit a
request or enter Completion Options

Press this button to

enter Completion
Options

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Press this
button to
submit the
request

Completion Options

Specify
printer(s)

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Monitoring a Request
The user can monitor the request by
Viewing the Requests screen that appears automatically after
the request is submitted or
Accessing the window by
Choosing Help

View My Requests from the menu

The request status can also be monitored in this form

After the request completes, the user can also
View the request output and log files
Reprint the report
Submit a new request

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Monitoring a Request

Does not automatically display request status changes

Press the Refresh button to display any status updates

Request Phases and Statuses

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Request Phases and Statuses

Phase
PENDING

RUNNING

Status

User Action

NORMAL Request is waiting for the next available

manager

None

STANDBY Program is incompatible with other

programs currently running

None

SCHEDULED Request is scheduled to be run at a

future time or date

None

WAITING A Child request (spawned request) is

waiting for Parent to start it (Request Sets)

None

NORMAL The request is running normally

None

PAUSED Parent request is paused, waiting for all

Child requests to finish (Request Sets)

None

RESUMING Parent resumes running after all Child

processes have completed

None

TERMINATING Request is terminating because

user has chosen to Cancel Request

None

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Request Phases and Statuses

Phase

Status

COMPLETED

NORMAL Request completed successfully

Review Output
files

ERROR Request did not complete

successfully

Review Log file

and contact Help
Desk

WARNING Request completed with

warnings

Review warnings
and contact Help
Desk

CANCELLED A pending request was

cancelled by the user

None

TERMINATED A running request was

cancelled by the user

None

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User Action

Request Phases & Statuses

Phase
INACTIVE

Status

User Action

DISABLED Program that runs your

request is not available

Contact Help
Desk

ON HOLD Request was put on hold

by user

Press the
Remove Hold
button to resume
running request

NO MANAGER Concurrent Manager

which processes your requests is not
available

Contact Help
Desk

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Completed Requests

When the request completes, the View

Output and View Log buttons are enabled

Press these buttons to view the request output or

log files in an Internet Explorer window

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Viewing the Output of a Request

Do not attempt to print

output from the viewer;
the formatting will not
print as user sees it

Use the Horizontal and

Vertical scroll bars to see
the whole report online

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Reprinting a Request
To reprint a request output, choose
Special
Reprint from the menu

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