2 Copyright © 2007, Oracle. All rights reserved. Navigating in R12 Oracle Applications

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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