Download - Navigating in R12 Oracle Applications
2Copyright © 2007, Oracle. All rights reserved.
Navigating in R12 Oracle Applications
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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
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Logging In to Oracle Applications
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Navigating from Personal Home Page to Applications
Forms-based applications Self-Service Applications
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Creating Favorites and Setting Preferences
Preferences FavoritesWorklist
Navigator
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Choosing a Responsibility
Click a linkto the function.
Click a linkto the
responsibility.
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Responsibility Relationships:Many to One
Accounts Payable Payroll
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Responsibility Relationships
Responsibilitymenu
User 1 User 3User 2 User 4
One to many
Many tomany
Responsibility 1 Responsibility 2 Responsibility 3
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Navigator
Toolbar
Functions
Region tabs
Menu bar
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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.
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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.
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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.
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Using Forms and Menus
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Navigating to a Form
Click for a Function.
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Data Flow Across Oracle Applications
Oracle Inventory
Data entry OracleGeneral Ledger
Forms Tables Oracle Server
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Form Terminology
MDI window Tool tip
Window
LOV icon
Recordor row
Pop-up list
Title bar
Menu bar
Check box
Scrollingregion
Block
Help
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Form Terminology
Region
Region tab Field
Button
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Field Colors
It indicates fields to use in “Query-Enter” mode.
Blue
It is display only.White with Green text
Yellow
Blue with Black text
White
Field color
It allows data entry.
It requires data entry.
It indicates drilldown capability.
Description
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Creating and Saving a New Record
(M) File > New
New Save
(M) File > Save
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Editing and Deleting a Record
Delete Edit
(M) Edit > Record (M) Edit > Delete
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Using a List of Values
Click LOV icon in the field.
The list of valid valuesis displayed.
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LOV: Shortcuts
• AutoSelection
• List Search
• Long-List Fields
• Power List
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Using Calendar
Choose a year.
Choose a day.
Choose a month.
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Clearing Data
Clear
(M) Edit > Clear > Record(M) Edit > Clear > Field(M) Edit > Clear > Block(M) Edit > Clear > Form
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Copying Data from a Record
Verify your data because all fields may not copy.
Item number Price Discount %Quantity
Item number Discount %Quantity
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Searching for Information
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Query Versus Find
No find countQuery count
Wildcards
Existing window
Menu bar, [F11]
Query mode
Menu bar, Toolbar
List of values
Find window
Find mode
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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.
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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.
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Query Operators
Operator
=
!=
>
>=
<
<=
#BETWEEN
Example
= ‘Janet’ = 107
!= ‘Janet’ != 107
>99.1 > ‘Joan’
>=55
<1000.00
<= 100
#BETWEEN 1 and 100
Meaning
Equal to
Not equal to
Greater than
Greater than or equal to
Less than
Less than or equal to
Between two values
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Accessing Online Help
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Using Window Help
(M) Help > Window Help
Navigation frame
Document frame
Search frame
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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.
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Running Reports and Programs
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Using Concurrent Processing
Submitsrequest
Request queue
Requestruns.
Other onlinejobsPerform other
online interactive tasks.
Request 1
Request 3
Request 4
Request 2
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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.
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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