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Prerequisites for ORACLE Apps 1) SQL 2) PL/SQL 3) D2K Courses 1) GL (General Ledger) Finance 2) AP (Account Payable) 3) PO (Purchase Order) 4) INV (Inventory) 5) OM (Order Management) 6) AOL (Application Object Library) 7) Alerts 8) SQL Loader 9) UTL_Files Different ERP In The Market 1) System Application Programming (SAP): Most widely used ERP in the market. One of the oldest standardized ERP. Implemented by most of the big players in the market. 2) PEOPLESOFT: Famous for HRMS 3) ORACLE APPS: Ranked second in the market after SAP. ORACLE has also acquired PEOPLESOFT and JD EDWARDS. It is famous for its Finance and Manufacturing module. 4) BAAN: BAAN is used by middle scale industries with yearly turnover of about 50 crores. In other words suitable for the companies those can not afford costly ERPs like ORACLE APPS and SAP however at the same time does not want to work on ERPs specially created by small players in the market. 5) JD EDWARDS: JD EDWARDS ERP is used by Vertical Companies (those companies whose sales graph always shows an upward movement.) like Medical and Pharmaceuticals companies. Apps Profile 1) Technical Consultant 2) Functional Consultant 3) Techno – functional Consultant 4) Apps DBA

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Prerequisites for ORACLE Apps

1) SQL2) PL/SQL3) D2K

Courses1) GL (General Ledger) Finance2) AP (Account Payable)3) PO (Purchase Order)4) INV (Inventory)5) OM (Order Management)6) AOL (Application Object Library)7) Alerts8) SQL Loader9) UTL_Files

Different ERP In The Market

1) System Application Programming (SAP): Most widely used ERP in the market. One of the oldest standardized ERP. Implemented by most of the big players in the market.

2) PEOPLESOFT: Famous for HRMS 3) ORACLE APPS: Ranked second in the market after SAP. ORACLE has also acquired

PEOPLESOFT and JD EDWARDS. It is famous for its Finance and Manufacturing module.4) BAAN: BAAN is used by middle scale industries with yearly turnover of about 50 crores. In other

words suitable for the companies those can not afford costly ERPs like ORACLE APPS and SAP however at the same time does not want to work on ERPs specially created by small players in the market.

5) JD EDWARDS: JD EDWARDS ERP is used by Vertical Companies (those companies whose sales graph always shows an upward movement.) like Medical and Pharmaceuticals companies.

Apps Profile

1) Technical Consultant2) Functional Consultant3) Techno – functional Consultant4) Apps DBA

Functional Security In ORACLE APPS

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User

Responsibility

Menu

Sub Menu

Functions

Form

User End user, using the application front end interface.Responsibility Privileges to the user.Menu Hierarchal arrangement of Sub Menus and Functions.Sub Menu Hierarchal arrangement of functions.Functions A Function calls a form.Form A Form is a GUI (Graphical User Interface).

Application Object Library (AOL)

Application Object Library (AOL) is the interface used for registering custom objects like forms, reports in ORACLE Applications.

About History

The Common Part

D2K ORACLE APPS

AOL

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Before starting work on ORACLE APPS it is necessary to start necessary service/server. For this follow followed steps:

1) Choose Start Programs Administrative Tools Services

as a result Services window will appear:

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2) Start any of the followed two services/server by right clicking on them and then choosing Start if the Status column for them is blank (a blank column indicates stop service/server).

a. Oracle Apache Server VIS (used in industries when local computer is not server.)b. OracleVIS_HOME1HTTPServer (used at homes where local computer is server.)

3) Press F5 key to verify whether the service has started or not.4) Now close the window and start Internet Explorer. If the followed Work Offline dialog box

appear then simply click on Try Again button.

As a result the Oracle Applications Login window will appear.

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in this window pass User Name and Password Default User Name: OperationsDefault Password: welcome

About Forms

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Entry Mode: In Entry Mode the user can store data to the database by using the form The form shown above is how a form looks like in Entry Mode.

Query Mode: in query mode the user may enter a query in any field and may show the result. In query mode the background of all the fields changed to blue color.To go into query Mode choose View Query By Example Enter or simply press ‘F11’ key.To execute the query choose View Query By Example Run or simply press ‘CTRL + F11 ’.To close query mode choose View Query By Example Cancel or simply press ‘F4’.

Troubleshoot: Once we enter data in Entry Mode in any filed and then try to switch to Query Mode by pressing F11 key; the form prohibits us from doing that and the followed error is shown in status bar:FRM-40202: Filed must be entered.

In this case choose:Edit Clear FormAs a result the Decision dialog box will appear.Press Discard button in the Decision dialog box.

Note:

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1) Fields with yellow background are mandatory fields i.e. passing values to them is necessary.2) Fields with white background are optional fields i.e. passing values to them is not necessary.

Shortcut Keys

To view LOV (list of values) for any field, list box etc. CTRL + LQuery Mode F11Execute the Query CTRL + F11Close the form F4

Getting HelpRight click in the field, list box Choose ‘Help’ from the pop up menu.Help window will open up automatically.

How To create/modify A User

Navigate ToSystem Administrator Security User Define

In the screen above complete the following entries:

User Name Unique name of the user.Description Description of the user.

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Password Password assigned to the user. Enter the password to be assigned to the user in this field and press ‘TAB’ or ‘ENTER’ key. The password field will get blank but still will be yellow in color which means that we have to enter the password again so as to reconfirm it, hence enter the password again, press ‘ENTER’ or ‘TAB’ key. If the password gets reconfirmed, the field will become blank. The password must be at least six characters long.

Person Give person name if he/she is the employee of the company. We can select from the list of Employees values.

Customer Give the customer name if he/she is the customer of the company. We can select from the list of Customers values.

Supplier Give the supplier name if he/she is the supplier of the company. We can select from the list of Supplier values.

E-Mail E-Mail of the user being created.Fax Fax of the user being created.

Password ExpirationDays Specifies that how many days from the day of defining

the user the user’s password should expire.Accesses Specifies that after how many access after from first

access user password should expire.None Specifies that the user password is not going to expire

in any case.

Effective DatesFrom Specifies the date from which the user may login in the

system.To Specifies the date upto which the user account will be

effective. Leave this field empty since this field is indirectly used to unauthorized a user from accessing the system.

ResponsibilityResponsibility In this tab choose the various responsibilities assigned

to the user being defined.Application This will be populated once the above responsibility is

selected.Security Group This will be populated once the above responsibility is

selected.Effective Date From

From the date when the user will access this responsibility.

Effective Date To

To what date the user will access this responsibility.

Securing AttributesAttribute Select an attribute you want used to determine which records this user

can access. You can select from any of the attributes assigned to the user's responsibility.

Application This field can not be accessed.Value Enter the value for the attribute you want used to determine which

records this user can access.

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Once the above entries are completed, click on save button in the toolbar / press ‘CTRL + S’ or choose File Save so as to save the record for the user being defined.

How To View Users Activities Information

Navigate to:Security User Monitor

How To Switch Responsibility

1. From File menu choose Switch Responsibility2. From Responsibilities dialog box choose the responsibility you want to work on and press OK

button.

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How To See Name Of A Table From Front End.

1. From Help menu choose Record History.

Help Record History

What Are WHO Columns

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Every table has WHO Columns that define the followings

Created By: Specifies the name of the user who has created the particular record.Creation Date: Specifies the date of creation.Table Name: Specifies the name of the table.Updated By: Specifies the name of the user who has last updated the record.Update Date: Specifies the date of last updation.

Some Important Tables

FND_USERFND_RESPONSIBILITY_TLFND_RESPONSIBILITYFND_USER_RESP_GROUPSFND_APPLICATIONFND_APPLICATION_TL

How to see name of a column from front end.

1. From Help menu choose Diagnostic and from Diagnostic menu Examine.

Help Diagnostic Examine

What is the concept behind table with _TL as end of their names.

TL stands for Translation. Every table with _TL as end of their name has a corresponding table without _TL as their name e.g. for table FND_RESPONSIBILITY_TL there is a table FND_RESPONSIBILITY.Actually the table with _TL as end of their name has description while the corresponding table without _TL as end of their name just has IDs, e.g. FND_RESPONSIBILITY will have RESPONSIBILITY_ID along with other IDs while table FND_RESPONSIBILITY_TL will have RESPONSIBILITY_ID along with RESPONSIBILITY_NAME and along with other necessary description.

What is the meaning of table starting with FND

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(Modules)

(11.5.0 directory is the version of AOL installed.)

(US directory indicates the language of ERP being used.)

AP_TOP

FND stands for Foundation Tables in ORACLE APPS which is a part of AOL module. AOL module belongs to APPLSYS schema.

Architecture of ORACLE APPS

AOL belongs to APPLSYS schema.GL belongs to GL schema.AP belongs to AP schema.OM belongs to ONT schema.PO belongs to PO schema....FA belongs to FA schema.AR belongs to AR schema.

How many tables are there in APPS schema

There is no table in APPS schema.

Note: APPS and APPLSYS schema are two different schemas.

Directory structure of ORACLE APPS.

………………..

Various TOPs

APPL_TOP

GL AP AR PO INV

11.5.0

Forms Reports Bin SQL

US US US US

.fmx .rdf .ctl/.prog .sql

AU

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APPL_TOP along with AP and 11.5.0 is known as AP_TOP. APPL_TOP along with GL and 11.5.0 is known as GL_TOP.APPL_TOP along with AR and 11.5.0 is known as AR_TOP.APPL_TOP along with PO and 11.5.0 is known as PO_TOP...,APPL_TOP along with INV and 11.5.0 is known as INV_TOP.

How to search APPL_TOP

1. Run REGEDIT.2. Go to

HKEY_LOCAL_MACHINESOFTWARE

ORACLEAPPLICATIONS

11.5.0VIS

3. Look at the entry of APPL_TOP.

Directory Contents

1. Reports/US folder in a particular top (say AP_TOP) has Report Files (.rdf).2. Forms/US folder in a particular top (say AP_TOP) has Compiled Forms (.fmx)3. Bin/US folder in a particular top (say AP_TOP) has Control Files (.ctl)4. SQL/US folder in a particular top (say AP_TOP) has all .sql files.

Custom Top

The various tops discussed above contains only standardized forms, reports, control files, sql files etc shipped by ORACLE. However if a given forms, reports, control files, sql file in any of these top is needed to be customized than that file should be first copied to corresponding directory in Custom Top and later modifications should be done to it instead of making changes in the original file. Not all the organizations have Custom Top implemented; in this case create a Custom Top should be created like CAR for AR module, CAP for AP module CINV for INV module under APPL_TOP.

Note: Most of the servers in organizations run on UNIX which is case sensitive, hence while saving or

renaming files always take care that the file name and extension is correct. i in ORACLE APPS version stands for Internet (e.g. 11i).

Versions of ORACLE APPS

10.7 11.0.3 11iGeneral Description This version of

ORACLE APPS can be broadly classified into two categories:

1. Character Based: in this command are executed using ‘/’ key and the

Versions of ORACLE APPS 11i are11.5.1 (has lots of bugs)11.5.211.5.311.5.411.5.5 (was first stable version)11.5.6

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Connects to

Act as an interface

mouse can not be use.

2. GUI Based: in which mouse is functional.

11.5.711.5.811.5.911.5.10

Forms Character Based use D2K’s Form 2.5GUI Based use D2K’s Form 4.5

Use D2k’s Forms 4.5 Use D2k’s Forms 6i

Reports Both Character Based and GUI based use D2K’s Reports 2.5

Use D2k’s Reports 2.5 Use D2k’s Forms 6i

Architecture Client/Server based. 3 Tier Client/ Application Server/ Database Server

URL based

Database ORACLE 7.3 / ORACLE 8 database.

ORACLE 8 database ORACLE 8i/9i/10g database

Module Application and Responsibilities – Architecture

Module

Application-1 Application-2 .......................................................Application-n

Responsibility-1 Responsibility-2…………………….Responsibility-n

Responsibilities

Responsibilities: are the privileges assigned to a particular user.

Responsibility is consisting of followed 3 components:

1) MenuMenu is hierarchal arrangement of Submenus and Functions.

2) Data GroupA Data Group connects Application to ORACLE ID (schema) or in other words it is the interface between Application and ORACLE ID (schema).

3) Request GroupRequest Group is the set of Concurrent Programs which is attached to a particular Responsibility.

Application ORALCE ID (schema)

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Menu Name and User Menu Name

What is the difference between Menu Name and User Menu Name in Menus form?

User Menu Name: You use the user menu name when a responsibility calls a menu or when one menu calls another.Menu Name: This is the name that defines the purpose of the menu.

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How to create/modify a Responsibility

Navigate To:

System Administrator Responsibility Define

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How to create/modify a Request Group

Navigate to:

System Administrator Application Menu

Menus BlockMenu Choose a name that describes the purpose of the menu. Users do

not see this menu name.User Menu Name You use the user menu name when a responsibility calls a menu

or when one menu calls another.Menu Type Choose any one of the four menus type:

1) Security2) Standard3) TAB4) Unknown

Description General description about the menu.View Tree Once you have defined a menu, you can see its hierarchical

structure using the "View Tree..." button.

Menus Entries BlockSequence Enter a sequence number to specify where a menu entry appears relative to

other menu entries in a menu. The default value for this field is the next whole sequence number. A menu entry with a lower sequence number appears before a menu entry with a higher sequence number. Use integers only as your sequence numbers.

Navigator Prompt Enter a user-friendly, intuitive prompt your menu displays for this menu entry. You see this menu prompt in the hierarchy list

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of the Navigator window.Submenu Call another menu and allow your user to select menu entries

from that menu.Function Call a function you wish to include in the menu.Description Descriptions appear in a field at the top of the Navigate window

when a menu entry is highlighted

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How to create/modify a Data Group

Navigate To:

System Administrator ORACLE Data Group

Data Groups BlockData Group A Data Group uniquely identified by its name. Once

saved Data Group name can not be edited.Applications – ORACLE ID BlockApplication Within each Data Group an application can be listed

only once.Oracle ID Select Oracle ID you want to assign to the

application. An Application uses an Oracle ID to access tables in the database. Use this button to copy an existing data

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group, then add or delete application-ORACLE username pairs to create a new data group.

Copy Applications From Use this button to copy an existing Data Group, then add or delete Application-ORACLE user name pairs to create a new data group.

How to customize menu

You know it or you don’t. So be careful and keep practicing.

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How to find whether an added Concurrent Program/Report has actually added or How to run a Concurrent Program/Report/How to run a concurrent request.

Navigate to:System Administrator Request RunOr (when at any form)Choose View Requests

In Find Requests dialog box click on Submit A New Request button.

From Submit a New Request dialog box choose Single Request and click OK button.

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In Submit Request dialog box enter the name of the request to run and press Submit button.

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Request Set

A Request Set is a set of Concurrent Programs attached to a particular Request Group.

Need of Request Set

Sometimes we need to fire more than one Concurrent Program. In this case we can group them in a Request Set and later can add this Request Set to a Request Group.

How to create Request Set

Navigate To:

System Administrator Concurrent Set

As a result Request Set window will appear:

From the Request Set window above click Request Set Wizard button. As a result Request Set Wizard will appear.

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from the Request Set Wizard choose Sequentially if you want to fire your Concurrent Programs in the Request Set to fire one after another or choose In Parallel if you want to fire them independent of one another in parallel. Then click on Next button.

As a result the followed screen will appear.

choose Abort Processing if you want to abort the Concurrent Programs firing process in case of an error of simply choose Continue Processing if you want to continue firing the next Concurrent Program even in case of an error encountered in earlier Concurrent Program.

Click on Next button the followed screen will appear.

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Set: Give a name that identifies the Request Set.Applications: Choose the name of application.Description: General description about the Request Set. Generally it is the same as that of Set.

Click on Next button. The followed dialog box will appear.

Choose After the Entire Set Has Completed if you want to print you Request Output Files to print only when the entire Request Group has fired successfully or choose As Each Request in the Set Completes if you want to print the Request Output Files to get printed as soon as they are fired successfully.

Click on Next button. The followed dialog box will appear.

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Select the Concurrent Programs from Program. Click on Finish button.

After a message box confirming creation of Request Group the followed Request Set will appear.

Click on Link Stages. The Link Stages window will appear.

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From the window above one can manipulate sequence of firing of Concurrent Programs.HereSuccess: indicates the name of the Concurrent Program that should fire in case of Concurrent

Program given by corresponding Name field is fired successfully. You can manipulate this field and may specify name of another Concurrent Program to run in case of successful completion of the Concurrent Program given by corresponding Name field. If you leave this field blank then no report will run after successful completion of the Concurrent Program given by corresponding Name field.

Warning: indicates the name of the Concurrent Program that should fire in case of Concurrent Program given by corresponding Name field is fired with a warning.. You can manipulate this field and may specify name of another Concurrent Program to run in case of the Concurrent Program given by corresponding Name field fires with warning. If you leave this field blank then no report will run after the Concurrent Program given by corresponding Name field got fired with a warning.

Error: indicates the name of the Concurrent Program that should fire in case of Concurrent Program given by corresponding Name field fails to fire or a run time error took place during firing.. You can manipulate this field and may specify name of another Concurrent Program to run in case of the Concurrent Program given by corresponding Name field fails to fire or fires with an error. If you leave this field blank then no report will run after the Concurrent Program given by corresponding Name field fails to fire or fires with a warning.

To attach the Request Set created to a Request Group.

Navigate to

System Administrator Responsibility Request

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In Request tab choose Set.

Give name of the Request Set generated earlier and save it.

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How to run a Request Group

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Navigate to:System Administrator Request RunOr (when at any form)Choose View Requests In Find Requests dialog box click on Submit A New Request button.

From Submit a New Request dialog box choose Request Set and click OK button.

In Submit Request Set dialog box give the name of the Request Group and Click on Submit button.

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What are 3 linked stages of Request Set.

Followed are the three different stages of Request Set.

Success: Indicates which Concurrent Program should run after successful firing of earlier Concurrent Program.

Warning: Indicates which Concurrent Program should run in case earlier Concurrent Program fires with a warning.

Error: Indicates which Concurrent Program should fire in case earlier Concurrent Program run with an error or failed to run at all. Normally this field is left blank as logically no Concurrent Program should run in case earlier Concurrent Program failed to run.

At backend followed values are used for the above 3 linked stages:Success: 0Warning: 1Error: 2

Some Questions

1) What are the Linked Stages of Request Set?2) What is the difference between Request Group and Request Set?3) How will you exclude the Menus/Functions from Menus?4) What is Data Group?5) What is Request Set?

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How to create Custom Top

A Custom Top is create for each module under APPL_TOP directory i.e. one directory will be created for each AP, PO, INV, BOM etc. The standard for naming these custom directories is XXCNameOFModulee.g. XXCAP, XXCPO, XXCINV, XXCBOM etc.let us take an example of Custom Top for AP module.

1) First step is to find the path of the APPL_TOP directory. For this follow the followed steps: Run REGEDIT. Go to

HKEY_LOCAL_MACHINESOFTWARE

ORACLEAPPLICATIONS

11.5.0VIS

Look at the entry of APPL_TOP.The directory of APPL_TOP is found to be “d:\oracle\visappl”.

2) Second step is to create a directory structure under APPL_TOP directory. Therefore go to the “d:\oracle\visappl” and create a directory structure in it similar to that of AP module. The name of the Custom Top directory for AR should be XXAR_TOP.

3) Third step is to register the XXCAR_TOP custom top in ORACLE APPS. For this, navigate to:Application Register

Application: Give a descriptive name to your application. This name is seen by user.Short Name: ORACLE APPS use this name to identify forms, menus, concurrent programs

etc associated with the corresponding application while Basepath: Enter the name of the environment variable Description: Give general purpose description about the custom top created.

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4) The fourth step is to attach a Data Group with the custom top XXAR_TOP. For this, navigate to:System Administrator ORACLE DataGroup

DataGroup: Give a unique name to Data Group being crated.Description: Give general purpose description about Data Group being created.Application: Name the application/custom top created (in this case Custom Account

Receivable).Oracle ID: Attach an Oracle ID with the application (APPS always.).Description: Give general purpose description.

Now save record and exit Data Groups window.

How to find the exact name of a table when only a hint of name is all you have?Use the followed command

SELECT * FROM TAB WHERE TAB.TNAME LIKE ‘NameHint%’

e.g.

SELECT * FROM TAB WHERE TAB.TNAME LIKE 'FND_APPL%'

Some Important Tables

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FND_APPLICATIONFND_APPLICATION_TL

Some ERP Modules

MRP Material Resource PlanningWIP Work in ProgressBOM Bills of MaterialQuality Quality

Some Questions

1. What do you mean by a Request Set?2. What are three different Linked Stages of Request Set? What are the values used at backend for

these different Linked Stages?3. For what the followed tables are used for:

1) FND_APPLICATION2) FND_APPLICATION_TL

4. What is the difference between Data Group and Linked Group?5. How will you exclude Menu/Function from a given Responsibility?6. What is the difference between Request Set and Request Group?7. What is Data Group?8. What is Request Set? What are Linked Stages of a Request Set?9. How to run a Request Set?10. How to create and register a Custom Top?11. How to create a Request Set?

Values Sets

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Flex Fields

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Flex Fields captures the information of the organization.

Types of Flex Fields

There are two types of Flex Fields:

1) Key Flex Fields (KFF)2) Descriptive Flex Fields (DFF)

Key Flex Fields (KFF)

This is unique identifier.KFF stores values in Segment Columns.KFF is used to store information of the organization.

Descriptive Flex Fields (DFF)

DFF captures the extra information in the form.DFF is denoted by square brackets [ ].DFF stores values in Attribute Columns.

How to enable Descriptive Flex Fields (DFF)

First of all open any Form with a DFF. (In our example navigate to General Ledger, Vision Operations (USA) Budgets Define Budget)

in the form above click on DFF and then choose Help Diagnostic Examine. The followed dialog box will appear:

in the Enable Diagnostic window above give password as APPS.

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As a result the followed Examine Field and Variable Values window will appear:

From the Examine Field and Variable Values window above copy the name of the block (Budget in our

example) and then click on the button along with the field block. The followed Choose a block dialog box will appear.

From the Choose a block dialog box above choose $DESCRIPTIVE_FLEX_FIELD$ and press OK button.

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As a result Examine Field and Variable Values dialog box will appear again. In the Field text box paste the block name copied earlier (i.e. Budget) and then click on the Value field. Copy the value shown by it (Define Budget (Oracle General Ledger) Here Define Budget is the name of the Descriptive Flex Field and Oracle General Ledger is the name of the Application. ).

Press OK button.Now navigate to

System Administrator Application Flexfield Descriptive Segments

As a result the Descriptive Flexfield Segments window will appear.Go to the query mode by pressing F11 key. In the Title field name the title of the DFF (in our example it is Define Budget) and in the Name field give the name of the Application (in our example it is Oracle General Ledger). Execute the query by pressing F11 key.In this window deselect the Freeze Flexfield Definition if it is selected.

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Now click on Segments button. As a result followed Segments Summary window will appear.

In Segments Summary window enter the followed information:

Number: Sequence number.Name: Name of the field to be added.Window Prompt: Name that will be visible to the user.Column: Name of the column.Value Set: Name of the Value Set that should appear whenever user click on the field being

created.(In our example, we also have created a record as shown in the diagram above.)Now save the changes and exit.

Now, again navigate to the form for which we have modified the DFF i.e.

General Ledger, Vision Operations (USA) Budgets Define Budget

As a result again Define Budget (Vision Operations) will appear.

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In the form above, click on the DFF, as a result the followed dialog box will appear:

As we can see easily, the Date segment added earlier is visible.

Types of Elements in DFF

1) Global Data Elements2) Context Sensitive Element

How to see Flexfield of an Application

Navigate to:

System Administrator Application Flexfield Segments

As a result the followed Descriptive Flexfield Segments form will appear.

Go to the query mode by pressing F11 key. In the Application field enter the name of the application whose flexfield you want to find and press F11 key.

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