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  • 8/13/2019 BootCamp ERP Navigation


    Oracle Applications Navigation

    Course Agenda:

    Navigate Oracle Applications

    Enter Main Data

    Search for Data using Application Forms

    Access Online Help

    Run & Monitor Reports & Programs

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    Oracle Applications Navigation

    Business Objectives:

    Learn how to use the system quickly

    Be productive, even if you are a novice user

    Increase you productivity as a power user

    Get help when you need it

    Secure your application data from unauthorized access

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    Logging On to Oracle Applications:

    URL ~

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    Logging On to Oracle Applications: Contd 2

    Click on Apps Logon Links

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    Logging On to Oracle Applications: Contd 3

    Click on E Business Home Page

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    Logging On to Oracle Applications: Contd 4

    Give Username & Password & Press Login

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    Logging On to Oracle Applications: Contd 5

    Give Current Password, New Password & Press Apply

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    Logging On to Oracle Applications: Contd 7

    Choose Menu to Open Oracle Applications 11.5.9

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    Logging On to Oracle Applications: Contd 8

    Navigator Window

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    Expanding or Collapsing the Navigation List

    To expand or collapse an item to its next sublevel:

    Double-click the item, or

    Select the item and select

    Select the item and select to Expand, or

    Select the item and select to Collapse

    To expand or collapse several items at once, select 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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    Navigation Top 10 List

    If there are forms that you use frequently, you can copy 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 select 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 you have access to.

    Creating a Navigation Top-Ten List

    Select a frequently used form from the navigation list

    Select Add

    Note: The form is now displayed in the navigation top-ten list preceded by a top-ten listnumber

    For removal of a form from the top-ten list, select that form and select Remove

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    Basic Terminology

    Field Name Window Title


    Check Box

    RegionList of Values

    Optional Field

    Mandatory Field

    Tabbed Region

    Control Panel

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    Basic Terminology Contd 2

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    Basic Terminology Contd 3

    Menu BarTitle Bar Single Record Block







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    Basic Terminology Contd 4

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    Using Menus Menu Bar

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    Using Menus File Menu

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    Using Menus Edit Menu

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    Using Menus View Menu

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    Using Menus Folder Menu

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    Using Menus Tools Menu

    The Tools menu may contain up to 15 product-

    specific entries, including a list of commonly used

    enquiry windows in the application, or perhaps, a

    commonly used window that a user may want to

    take a side trip to.

    If the current application has no product-specific

    entries, the Tools menu is disabled.

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    Using Menus Window Menu & Help Menu

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    Keyboard Shortcuts

    Experienced users can bypass the

    menu by using a keyboard shortcut.

    Oracle Applications assigns many

    commonly use functions, such as RunQuery (Ctrl+F11), Save (Ctrl+S), or Clear

    Record (F6) to keyboard shortcuts.

    To display a list of keyboard shortcuts:

    Select Keyboard Help from the Help

    menu or press Ctrl+K

    When you have finished scrolling

    through the listing, click OK to close the


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    Applications ToolbarThe toolbar includes many of the commonly used menu items so that you can

    carry out your required action quickly without having to search for it in themenu bar.

    Depending on the context of the current field or window, a toolbar button

    can be enabled or disabled

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    Navigating Inside a Window

    You can navigate within a window using one of the following methods:

    1. Move the cursor with your mouse.

    2. Select an appropriate menu item.

    3. Enter an appropriate keyboard shortcut.

    4. Use the Tab key to sequentially move between fields. You can also use the

    mouse to select the field you wish to work in.

    Note: The Tab key is also a quick method to select values from a predefined list. Enter the first

    couple of characters of a value and press Tab. If there is only one value that matches your

    search criteria, then that value is populated into the field. If several matches exist, then a shortlist of possible matches is shown, from which you can select the correct / required value.

    5. Use the Enter key to select the default button in the window you cannot use

    the Enter button to navigate within the window.

    6. Shift + Tab moves the cursor back to the previous field.

    7. Use the up and down arrows to move between records.

    8. Use Ctrl + Mouse click to select individual records.

    9. Use Shift + Mouse click to select a range of records.

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    Changing Security Access

    1. If you have several responsibilities and you want to work in Oracle Applications

    under a different responsibility, you can do so without exiting Oracle Applications.

    To switch your responsibility:

    Select File Switch Responsibility

    Select a new responsibility from the Responsibilities window and click OK

    If windows are open in your current responsibility, Oracle Applications asks you to

    save your changes before it closes those windows. You can cancel switching

    responsibilities by choosing cancel in the Save Changes window.

    Note: The Save Changes window only appears if there are any changes to save. If there are no

    changes to save, all open windows other than the Navigator window close, and Oracle

    Applications displays the responsibility list.

    2. If you have only one responsibility, Oracle Applications does not display a list.

    Instead, Oracle Applications asks you to save your changes before it closes anywindows you are working in. After closing the windows, Oracle Applications returns

    you to the Navigator window of your responsibility.

    The Navigator window title and contents reflect the new responsibility you have


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    Changing Password

    1. Navigate to the Navigator window.

    2. Select Edit Preferences Change Password to display the Password

    Update window.3. Enter your old password in the Old Password field.

    4. Enter your new password in the New Password field.

    5. Enter your new password again in the re-enter New Password field.

    6. Click

    If the second entry of your new password does not match the first, Oracle

    applications again asks you to reenter you new password until both entries

    match. Your new password takes effect immediately.

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    Printing a Window

    You can print an image of a current window at any time.

    Select File Print

    A consecutive series of modal windows are displayed. These windows vary

    depending on the GUI environment you use. In general, the windows prompt you for

    information such as the printer, the size of the image, orientation, the number of

    copies, the format to use if you want to save the image to a file, and so on. Enter the

    necessary information in these windows.

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    Closing Windows

    When you navigate to a form, an initial window is displayed for the form. In someforms, the initial window contains buttons that cause additional windows to be


    Individual windows can be closed by using the X icon in the top right-hand corner of

    the form or by using the Control icon found at the top left-hand corner of the form.

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    Exiting Oracle Applications

    When you complete your work, you can select to save or discard any unsaved

    work in your form(s) before exiting Oracle Applications.

    From the File menu, select Exit Oracle Applications. If there are no changes to

    save in your window or windows, Oracle Applications exits and returns to your


    Select to save the changes before exiting. Select to exit without

    saving any changes

    Select to close this window and Cancel the exit.

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    Creating & Deleting Records

    To create a new record

    Select File New Record or click on the button

    When you select this menu item in a multi-record block, Oracle Applications

    moves the current record down and inserts a new blank row. You add a new

    record by filling in this blank row

    When you select New Record in a single-record block, Oracle Applications

    displays a blank record in the current block so you can enter data for a new


    It is important that when you have finished entering data for a new record that

    you remember to save your record by clicking the Save button. This will

    ensure the newly added information is saved to the database

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    Creating & Deleting Records Contd 2

    To delete a record from the database

    Select Edit Delete Record or click on the Delete Record button

    This action initially erases the current record from the screen and returns the

    cursor to the first field of the next record.

    To actually delete the record from the database, select File Save or Save and


    Note: If you exit Oracle Applications without saving your work, the record is not

    deleted from the database.

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    Clearing Data

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    Clearing Data Contd 2

    You can clear data from the screen at almost any time. The data you clear is

    simply erased from the screen and not deleted from your database.

    Note: 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.

    To clear selected data from a field, select Edit Clear Field

    To clear a record of data, select Edit Clear Record or click on Clear Record


    Note: If you are in a window that you do not want to be in or you accidentally

    perform an unwanted action, you can use Clear Record form the Edit menu to

    clear the current record and begin again.

    To clear data from the current block, select Edit Clear Block

    To clear all data from a form, select Edit Clear Form

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    Duplicating Data

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    Duplicating Data Contd 2

    To Copy a Field Value from the Previous Record

    Enter a new record or query an existing record in your form

    Select File New Record or click to insert a new record after the existing


    Place the cursor in the field whose value you want to duplicate to Select Edit Duplicate Field Above to copy the field value from the previous

    record into the current record.

    To Copy All Field Values from the Previous Record

    Enter a new record or query an existing record in your form

    Select File New Record or click to insert a new record after the existing


    Select Edit Duplicate Record Above to copy the field value from the previousrecord into the current record

    Note: Depending on the record storage in the database and relevant database

    tables, not all fields may be copied when using this feature. Be sure to check your

    new record carefully before you assume all fields have been copied into the new


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    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 longer than

    the display width, but you can view the contents by scrolling through the field.

    To Use the Editor Window for a Field

    1. Select Edit Edit Field.

    Edi i Fi ld

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    Editing a Field Contd 2

    2. Enter a new value or edit the existing value in the editor window. Note that ifthe current field is a display-only field, then the Editor window appears in

    display-only mode.

    3. To search for a phrase and replace it with another phrase, select search in the

    Editor window to display a Search / Replace window.

    4. Enter a value in the Search For field, and if you want to replace that value with

    another value, enter a value in the Replace With field.

    5. Select Search to search for the value, or select Replace or Replace All to

    search for the value and replace the first occurrence or all occurrences with

    your new value, respectively.

    6. Select Cancel to close the Search / Replace window.

    7. When you are satisfied with the value in the Editor window, select OK to close

    the window and insert the value into the field.

    U i Li t f V l (LOV)

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    Using a List of Values (LOV)

    You can use the Auto-Reduction to reduce a list when you know the first few

    characters of your choice.

    If you do not now 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 on . You can use wildcard characters such as percent sign

    (%), which represents any number of characters in your search criterion.

    Note: The phrase you enter for a list search is not case sensitive.

    U i C l d t E t D t

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    Using a Calendar to Enter Dates

    To Select a date in the Calendar Window

    1. With the cursor in the field, use the List of

    Values icon 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, orthe current system date.

    2. To display the next or previous month, select the

    or button in the upper-left corner of

    the window, respectively.

    3. To display the next or previous year, select the or button in the upper-

    right corner of the window respectively.

    4. Select a day.

    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.

    5. Select OK to accept the selected date and close the window. Select Cancel if you

    want to close the window without choosing a date.

    U i C l d t E t D t

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    Using a Calendar to Enter Dates Contd 2

    To select a date and time in the calendar window

    1. Follow steps 1 through 4 in the section above to select a date.

    2. Select the hour pop-up list icon to select an hour between 1 and 12.

    3. Select the minute pop-up list icon to select a minute value. The minute pop-up

    list displays twelve values between 1 and 55 at 5-minute increments.

    Note: If a value already exists in the current date 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


    4. Select AM or PM and select to accept the selected date and time

    and close the window. Select to close the window without choosing a

    date and time.

    U i Q M d

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    Using Query Mode

    U i Q M d

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    Using Query Mode Contd 2

    Q b E l

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    Query-by-ExamplePerforming Query-by-Example and Query Count

    To retrieve a group of records based on more sophisticated search criteria than what QueryFind allows, you can use a feature called Query-by-Example to specify complex search criteria

    in most of the fields of your current block. The search criteria can include specific values,

    phrases containing wildcard characters, and phrases containing query operators to help you

    pinpoint the data of interest.

    In addition, if you do not actually need to retrieve the records from a Query-by-Example search,but only want to know how many records match your search criteria, you can perform a query

    count to save yourself some time.

    To Use Query-by-Example

    1. Select View Query By Example Enter.

    2. Enter search criteria in any of the fields, using wildcard characters and/or query operators as

    necessary. You can also select View Show Last Criteria to display the search criteria used in

    your last search, if there was one.

    3. Select View Query by Example Run to perform the search.

    4. Select View Query by Example Cancel to cancel from Enter Query mode.

    To Obtain a Query Count

    1. Perform steps 1 and 2 above.

    2. Select View Query by Example Count Matching Records to display the number of

    records a Query-by-example search would retrieve.

    Q O t

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    Query OperatorsUse query operators in your search criteria to restrict your search to the

    information you need. The query operators you can use in most fields include:

    A i Wi d H l

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    Accessing Window Help

    Oracle Applications provides you

    with a complete online Help facility.

    To Display Help for a Current


    Select Help Window Help. A

    Help window is displayed,

    providing information and a list of

    topics associated with the current

    application window

    Click on a topic of interest to

    display more detailed information

    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.

    S bmitting Indi id al Req ests

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    Submitting Individual RequestsNAVIGATION Reports

    Running a Standard Request

    1. Open the Submit Requests form.

    2. Select the Request option to submit a single

    request, or select to submit a predefined group of

    requests by checking Request Set.

    3. Click .

    4. Select the name of the

    request (report or program)that you want to run from

    the list of available


    Note: Your responsibilitysrequest group determines

    which requests appear in

    the list.

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    Submission Schedule

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    Submission Schedule

    Submission Schedule

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    Submission Schedule Contd 2The default time for your request is AS Soon As Possible. However you may wish to

    schedule your report to run on specific days or certain times. To define when andhow often you want your request to run:

    1. Click Schedule to open the Scheduling window.

    You can select to:

    2. Re-use a schedule previously defined and saved.3. Define a new schedule and select your options:

    Once Use this to run your report once at some time in the future

    Periodic Use this to run the request at selected periods / times

    On Specific Days Use this to run on a particular day (useful for month-endroutines)

    Apply the Interval If you select to submit requests, select whether to apply theinterval from the start or the completion of the prior run. Usually Start is selected so

    that future submissions time do not slip.4. To save your schedule, select the Save this schedule check box. You must alsoprovide a unique name for each schedule you save, and you can provide additionalinformation in the Description field.

    5. Click .

    Defining Completion Option

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    Defining Completion Option

    1. Select the Save all Output Files box towrite your request to a file. If you want to

    view your report online, you must use this


    2. Click Completion Options.3. Specify additional people to notify using

    Oracle Workflow, upon completion of this


    4. Use the List of Values to select theprinters you want to use to produce a

    hardcopy of your report. Enter the number of

    copies you need or leave copies as 0 if you

    only want to view the report on-line.

    5. Click

    6. Click Submit Request when you are finished specifying scheduling and

    completion options.

    Viewing a Request

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    Viewing a Request

    Navigate to the Requests window. (View Requests Find )

    Using View Request window

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    Using View Request windowYou can use the Request window to view a list of all the submitted concurrent requests, checkwhether your request has run, change aspects of a requests processing options, diagnose

    errors, or find the position of your request in the queues of available concurrent managers. Navigate to the Request window

    Enter specific criteria in the Find window that appears, or click Find to display all of yourrequests that you have submitted

    Note: You can click various buttons in this window to perform tasks relating to concurrent

    processing. Refresh Data button: The Requests window will not automatically refresh in order to displayupdated progress of your request. Use this button to re-query the lines in the request table

    Find Request button: Displays the Find Request window to perform a search for additionalresults

    Submit New Request button: Displays the Submit Request window to submit a new request tothe concurrent manager

    Hold Request and Cancel Request buttons: These buttons illuminate if the concurrent managerhas not already begun running the program. You can Hold or Cancel a request by using thesebuttons

    View Details button: Displays the Details window to view detailed information about yourrequest, for example, submission dates, scheduling and other information

    Diagnostics button: Displays diagnostic information about your request such as when it ranand if it completed successfully

    View Output button: Displays an online format of your report.

    View Log button: Displays information about the request regarding arguments used and othertechnical information.

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    Canceling Requests

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    Canceling RequestsCanceling or Holding a

    Request that was not yetcompleted

    Navigate to the Requests


    Select the Specific Requestoption button

    Enter the Request ID or other

    appropriate search criteria

    Click Find

    With the cursor on the

    request you want to cancel,

    click Cancel request

    ClickNote: A request that has been processed can complete in one of several statuses:

    Normal: Program completed successfully

    Warning: Program completed successfully but with warning messages

    Error: Program failed to complete successfully

    Placing Reports on the Navigator

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    Placing Reports on the Navigator

    You can store reports on the Navigator for ease of use.

    From the Request window, select the report you wish to place on the


    Using the menu select File Place on Navigator

    Placing Reports on the Navigator C td 2

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    Placing Reports on the Navigator Contd 2

    Once the document is placed

    on the Navigator, you can

    navigate to it directly by

    either double clicking on the

    relevant icon or by selecting it

    and clicking on Open.

    To rename the document,

    select the document and click


    To remove the document, select the document and click on

    You can show documents as either icons or a simple list