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

2Copyright © 2007, Oracle. All rights reserved.

Navigating in R12 Oracle Applications

Copyright © 2007, Oracle. All rights reserved.2 - 2

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


Logging In to Oracle Applications


Navigating from Personal Home Page to Applications

Forms-based applications Self-Service Applications


Creating Favorites and Setting Preferences

Preferences FavoritesWorklist

Navigator


Choosing a Responsibility

Click a linkto the function.

Click a linkto the

responsibility.


Responsibility Relationships:Many to One

Accounts Payable Payroll


Responsibility Relationships

Responsibilitymenu

User 1 User 3User 2 User 4

One to many

Many tomany

Responsibility 1 Responsibility 2 Responsibility 3


Navigator

Toolbar

Functions

Region tabs

Menu bar


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.


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.


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.


Using Forms and Menus


Navigating to a Form

Click for a Function.


Data Flow Across Oracle Applications

Oracle Inventory

Data entry OracleGeneral Ledger

Forms Tables Oracle Server


Form Terminology

MDI window Tool tip

Window

LOV icon

Recordor row

Pop-up list

Title bar

Menu bar

Check box

Scrollingregion

Block

Help


Form Terminology

Region

Region tab Field

Button


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


Creating and Saving a New Record

(M) File > New

New Save

(M) File > Save


Editing and Deleting a Record

Delete Edit

(M) Edit > Record (M) Edit > Delete


Using a List of Values

Click LOV icon in the field.

The list of valid valuesis displayed.


LOV: Shortcuts

• AutoSelection

• List Search

• Long-List Fields

• Power List


Using Calendar

Choose a year.

Choose a day.

Choose a month.


Clearing Data

Clear

(M) Edit > Clear > Record(M) Edit > Clear > Field(M) Edit > Clear > Block(M) Edit > Clear > Form


Copying Data from a Record

Verify your data because all fields may not copy.

Item number Price Discount %Quantity

Item number Discount %Quantity


Searching for Information


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


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.


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.


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


Accessing Online Help


Using Window Help

(M) Help > Window Help

Navigation frame

Document frame

Search frame


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.


Running Reports and Programs


Using Concurrent Processing

Submitsrequest

Request queue

Requestruns.

Other onlinejobsPerform other

online interactive tasks.

Request 1

Request 3

Request 4

Request 2


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.


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

Documents

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