Navigating in R12 Oracle Applications

1. Navigating in R12 Oracle Applications

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 • Choose a responsibility • Create Favorites and set Preferences • 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

3. Logging In to Oracle Applications

4. Navigating from Personal Home Page to Applications Forms-based applications Self-Service Applications

5. Creating Favorites and Setting Preferences Worklist Preferences Favorites Navigator

6. Choosing a Responsibility Click a linkto the responsibility. Click a linkto the function.

7. Responsibility Relationships:Many to One Accounts Payable Payroll

8. Responsibility Relationships Responsibilitymenu One to many Responsibility 1 Responsibility 2 Responsibility 3 Many tomany User 1 User 2 User 3 User 4

9. Navigator Menu bar Toolbar Region tabs Functions

10. Expanding or Collapsing the Navigation List • Select one of the following methods to expand an item to its next sublevel window: • Double-click the item. • Select the item and click Open. • Select the item and click Expand. • To collapse an expanded item, select the item and click Collapse.

11. 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.

12. 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.

13. Using Forms and Menus

14. Navigating to a Form Click for a Function.

15. Data Flow Across Oracle Applications Oracle Inventory Data entry OracleGeneral Ledger Forms Tables Oracle Server

16. Form Terminology MDI window Tool tip Menu bar Help Title bar LOV icon Window Recordor row Check box Block Pop-up list Scrollingregion

17. Form Terminology Region Region tab Field Button

18. Field Colors Field color Description White It allows data entry. Blue with Black text It indicates drilldown capability. Yellow It requires data entry. White with Green text It is display only. Blue It indicates fields to use in “Query-Enter” mode.

19. (M) File > New Creating and Saving a New Record New Save (M) File > Save

20. Delete Editing and Deleting a Record • Edit (M) Edit > Delete (M) Edit > Record

21. Using a List of Values Click LOV icon in the field. The list of valid valuesis displayed.

22. LOV: Shortcuts • AutoSelection • List Search • Long-List Fields • Power List

23. Using Calendar Choose a year. Choose a month. Choose a day.

24. Clearing Data Clear (M) Edit > Clear > Record(M) Edit > Clear > Field(M) Edit > Clear > Block(M) Edit > Clear > Form

25. Copying Data from a Record • Verify your data because all fields may not copy. Item number Quantity Price Discount % Item number Quantity Discount %

26. Searching for Information

27. Query Versus Find Query mode Find mode Menu bar, [F11] Menu bar, Toolbar Existing window Find window Wildcards List of values Query count No find count

28. Using Find Mode • Click the Find icon on the toolbar: • Click the Find button on the Form. • Specify your search criteria. • Review the retrieved records.

29. 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.

30. Operator = != > >= < <= #BETWEEN Meaning Equal to Not equal to Greater than Greater than or equal to Less than Less than or equal to Between two values Example = ‘Janet’ = 107 != ‘Janet’ != 107 >99.1 > ‘Joan’ >=55 <1000.00 <= 100 #BETWEEN 1 and 100 Query Operators

31. Accessing Online Help

32. Using Window Help Navigation frame Search frame Document frame (M) Help > Window Help

33. 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.

34. Running Reports and Programs

35. Request 1 Request 2 Request 3 Request 4 Using Concurrent Processing Requestruns. Request queue Submitsrequest Other onlinejobs Perform other online interactive tasks.

36. Running Reports and Programs • Concurrent processing: • Run noninteractive 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.

37. Summary • After completing this lesson, you should have learned how to: • Log in to Oracle Applications • Use Forms and Menus • Use functionality of the buttons and tabs that appear in the Navigator window and other forms • Create Favorites and set Preferences • 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