Oracle Applications Navigation

Course Agenda:
Navigate Oracle Applications Enter Main Data Search for Data using Application Forms Access Online Help Run & Monitor Reports & Programs

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

Logging On to Oracle Applications:

URL ~ http://apps01.tcscal.co.in:8002.

Logging On to Oracle Applications:

Click on Apps Logon Links

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Logging On to Oracle Applications:

Click on E Business Home Page

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Logging On to Oracle Applications:

Give Username & Password & Press Login

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Logging On to Oracle Applications:

Give Current Password, New Password & Press Apply

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Logging On to Oracle Applications:

Choose Responsibility

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Logging On to Oracle Applications:

Choose Menu to Open Oracle Applications 11.5.9

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Logging On to Oracle Applications:

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 Select the item and select to Expand, or 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

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

Basic Terminology
Field Name Control Panel Window Title

Mandatory Field

Window

Tabbed Region

Check Box

Optional Field

List of Values

Region

Basic Terminology

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Basic Terminology
Menu Bar Title Bar

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Single Record Block

Multi Record Block

Scrolling Region

Button

Basic Terminology

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Using Menus Menu Bar

Using Menus File Menu

Using Menus Edit Menu

Using Menus View Menu

Using Menus Folder Menu

Using Menus Tools Menu

The Tools menu may contain up to 15 productspecific 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.

Using Menus Window Menu & Help Menu

Keyboard Shortcuts
Experienced users can bypass the menu by using a keyboard shortcut. Oracle Applications assigns many commonly use functions, such as Run Query (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 window

Applications Toolbar
The 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 the menu bar. Depending on the context of the current field or window, a toolbar button can be enabled or disabled

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 short list 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.

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 any windows 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 chosen.

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.

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.

Closing Windows

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

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

saving any changes Select to close this window and Cancel the exit.

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 record 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

Creating & Deleting Records

To delete a record from the database

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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 Proceed. Note: If you exit Oracle Applications without saving your work, the record is not deleted from the database.

Clearing Data

Clearing Data

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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 button 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

Duplicating Data

Duplicating Data
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 record

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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 record to insert a new record after the existing

Select Edit Duplicate Record Above to copy the field value from the previous record 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 record.

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.

Editing a Field
2. display-only mode. 3.

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

To search for a phrase and replace it with another phrase, select search in the Editor window to display a Search / Replace window.

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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.

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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. 7.

Select Cancel to close the Search / Replace window. When you are satisfied with the value in the Editor window, select OK to close the window and insert the value into the field.

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.

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, or the 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 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. or button in the upper-

Using a Calendar to Enter Dates

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.

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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 field. 4. Select AM or PM and select and close the window. Select date and time. to accept the selected date and time to close the window without choosing a

Using Query Mode

Using Query Mode

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Query-by-Example
Performing Query-by-Example and Query Count
To retrieve a group of records based on more sophisticated search criteria than what Query Find 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.

Query Operators
Use 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:

Accessing Window Help

Oracle Applications provides you with a complete online Help facility. To Display Help for a Current Window 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.

Submitting Individual Requests

NAVIGATION 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 requests. Note: Your responsibilitys request group determines which requests appear in the list.

Submitting Individual Requests

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5. A Parameters window automatically appears if you select a request that requires parameter values. The prompts in the Parameters window are specific to the request you select. Enter the request parameters to enable you to specify the scope of information you want in the request output. Note: Some requests do not have parameters at all. 6. Click OK in the Parameters window and return to the Submit Request form.

Submission Schedule

Submission Schedule
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

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The 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 and how often you want your request to run:

On Specific Days Use this to run on a particular day (useful for month-end routines) Apply the Interval If you select to submit requests, select whether to apply the interval 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 also provide a unique name for each schedule you save, and you can provide additional information in the Description field. 5. Click .

Defining Completion Option

1. Select the Save all Output Files box to write your request to a file. If you want to view your report online, you must use this checkbox. 2. Click Completion Options. 3. Specify additional people to notify using Oracle Workflow, upon completion of this report. 4. Use the List of Values to select the printers 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
Navigate to the Requests window. (View Requests Find )

Using View Request window

You can use the Request window to view a list of all the submitted concurrent requests, check whether 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 your requests 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 display updated 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 additional results Submit New Request button: Displays the Submit Request window to submit a new request to the concurrent manager Hold Request and Cancel Request buttons: These buttons illuminate if the concurrent manager has not already begun running the program. You can Hold or Cancel a request by using these buttons View Details button: Displays the Details window to view detailed information about your request, for example, submission dates, scheduling and other information Diagnostics button: Displays diagnostic information about your request such as when it ran and 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 other technical information.

Reprinting a Report

1. Navigate to the Requests window. (View Requests Find ) 2. Query your request so that it is displayed as a record in the Requests window. 3. Select the specific request that you want to reprint. 4. From the menu, select Tool Reprint. 5. Choose Parameters and press

Canceling Requests
Canceling or Holding a Request that was not yet completed Navigate to the Requests window Select the Specific Request option 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 Click Note: 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

You can store reports on the Navigator for ease of use. From the Request window, select the report you wish to place on the Navigator Using the menu select File Place on Navigator

Placing Reports on the Navigator

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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 on

To remove the document, select the document and click on You can show documents as either icons or a simple list