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Don Driggs, Solution Beacon, LLC Alison Campbell, Carnegie Mellon University
Alison Campbell
Manager of Oracle Applications Project Manager for recent upgrade to11.5.10 from 11.0.3 Former Consultant, Andersen Business Consulting
Objectives
Define Self-Service Personalizations Demonstrate how to use Personalizations Discuss how to manage Personalizations
Context
CMU decided to use Oracle Internet Expenses to manage their procurement card transactions Reasons to do this are:
Similarity of business processes between procurement cards and travel expense reporting OIE is integrated with Oracle Grants and the procurement card process is not Consistency in look and feel for users and approvers Ease of management for training and policy control
This Is Not . . .
. . . a discussion on how to use the Oracle Internet Expense application to manage Procurement Card transactions.
This Is . . .
. . . a demonstration to illustrate how personsalizations work and how you can use them to give your selfservice applications a custom look and feel.
Profile Options
Personalize Self-Service Defn
Yes to allow personalizations
Buttons
Remove a Button Where
Page Layout: Expenses Home > Page Button Bar: > Button: Import Spreadsheet
What
Rendered = False
What
Prompt = Create Verification Report
Levels of Activity
Function Site Operating Unit Responsibility
Principles of Inherit
Default values defined in first column and then inherited at each descending level of activity Values can be changed at any level of activity Unless changed, every levels inherit the value in the level of activity immediately above it Clicking the inherit button erases the changes and causes that level to inherit the value of the level above it
Finding Tips
Simple View Complete View Expand All Collapse All Focus Regional Links Ctrl F
What
Text = Track Submitted Credit Card Verification Reports
Hide Columns
Hide the Duplicate Column Where
Page Layout: Procurement Card Home->Header: Track Submitted PCard Verification Reports->Switcher: Duplicate
What
Rendered=False
What
Prompt = Default Organization Number
What
Initial Value = PCard Verification Rendered = True
What
Rendered = False
What
Read Only = True
Reorder Columns
Reorder the Display of Columns Where
Page Layout > Header: Business Expenses > Table Choose the Level of Activity and click on the Personalize Box of the Desired Level Use the Up and Down Arrows Note: This reorder box includes all columns regardless of whether they are hidden or not
Add Items
Add Buttons Add Text and Images Add Messages (Data Fields) of many styles Add Tips Add Raw Text
FAQ
Are they Upgradeable?
Yes
Managing Personalizations
Use the Functional Administrator responsibility Go to the Personalizations tab In the Document Path enter the name of the page Click Go
Managing Personalizations
For either all or selected personalizations on the indicated page, you can: Deactivate Reactivate Delete Extract Upload
Application Messages
Defined in the Application Easily changed and survive patching and upgrades Use the Application Developer responsibility Navigate to Application > Messages Query the message Hint: Copy the text of the message from the self-service page and query on the text. Remember that tokens could be a part of the message.
Thank you!