Introduction to Oracle AOL

7/30/2019 Introduction to Oracle AOL

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INTRODUCTION TO

ORACLE APPLICATIONSOBJECT LIBRARY


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NAVIGATING IN R12.X

ORACLEAPPLICATIONS


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Objectives

After completing this lesson, you should be ableto do the following using the SWAN user

interface: Log in to Oracle Applications

Navigate from Personal Home page to Applications

Create Favorites and set Preferences

Choose a responsibility

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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av ga ng rom ersona omePage

to ApplicationsForms Based applications Self-Service Applications


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Creating Favorites and Setting

PreferencesPreferences FavoritesWorklist

Navigator


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Choosing a Responsibility

Click a link

to the function.

Click a link

to theresponsibility.


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Responsibility Relationships:

Many to One

AccountsPayable Payroll


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Responsibility Relationships

Responsibilitymenu

User 1 User 3User 2 User 4

One to many

Many to

many

Responsibility 1 Responsibility 3Responsibility 2


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Navigator

Toolbar

Functions

Region tabs

Menu bar


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Expanding or Collapsing the

Navigation ListSelect one of the following methods to expand

an item to its next sublevel window:

1. Double-click the item.

2. Select the item and

click Open.

3. Select the item and

click Expand.

To collapse an expanded item:

1. Double-click the expanded item

2. Select the item and click Collapse


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Expanding or Collapsing

Several ItemsTo 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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Navigating to a Form

Click for a

Function.


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Form TerminologyMDI window Tool tip

Window

LOV icon

Record

or row

Pop-up list

Title bar

Menu bar

Check box

Scrolling

region

Block

Help


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Form Terminology

Region

Region tab Field

Button


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Field Colors

Field color Description

White Allows data entry

Yellow Requires data entry

Grey Does not allow data entry

Blue Indicates the fields to use in Query-Enter mode


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Creating and Saving a New

Record

(M) File >

New

New Save

(M) File > Save


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Using a List of Values

The list of

valid values

is displayed.

Click LOV icon

in the field.


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Copying Data from a Record

Verify your data because all the fields may notcopy.

Price

Item number Discount %Quantity

Item number Discount %Quantity


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Searching for Information


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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 Meaning Example

= Equal to = Janet = 107

!= Not equal to != Janet != 107

> Greater than >99.1 > Joan

>= Greater than or equal to >=55

< Less than


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Folder Forms


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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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Using Concurrent Processing

Submits

request

Request

runs.

Other

online

jobsPerform other

online interactivetasks.

Request 1

Request 3

Request 4

Request 2

Request

queue


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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.

B i I t lli (BI)


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Business Intelligence (BI)

Publisher Formerly known as XML PublisherComprehensive enterprise reporting solution

Built on open standards

Separates data from PresentationCost effective and scalable


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FUNDAMENTALS OF

SYSTEMADMINISTRATION


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Course Objectives

After completing this lesson, you should beable to do the following:

Describe the layers of access control in Oracle

Applications security

Define Function Security

Use Menu and Function Security to modify

responsibilities

Define Data SecuritySet profile options


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Successive Layers of Access


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Successive Layers of Access

ControlAccess Control is implemented in successivelayers and each layer builds upon the one that

precedes it.

Optional

Required1

2

3

4

5

6 Self-Service and Approvals

Registration Processes

Delegated Administration

Role-Based Access Control

Data Security

Function Security

Increasing Flexibility and


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Increasing Flexibility and

Scalability

In Oracle User Management, each layer of

access control adds an increasing level of

administrative flexibility and scalability.

Self-Service and Approvals




Data Security

Function Security

System Administrator

Local Administrators

End Users

Flexibility and Automation Level of Administration


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Data Security

Data Security

Data Security: Is the next layer which builds on Function

Security

Provides access to the data a user can view

and the actions a user can perform on that data

Restricts access to individual data displayed on

the screen after the user has selected a menu

or menu option

Function Security


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Delegated Administration Is a privilege model that builds on the RBAC

system

Provides organizations with the ability to assign

the required access rights for managing roles

and user accountsDelegated Administration


Data Security

Function Security


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Registration processes are predefinedregistration components that enable end users

to perform some of their own registration tasks.



Data Security

Function Security



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End users can perform the following self-service registration tasks:

Obtain new user accounts.

Request for additional access to the system.

Reset passwords.



Data Security

Function Security



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Function Security


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Use of Menu and Function

Securityto Modify Responsibilities


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Menu Level 1

Menu Level 2

Menu Level 2

Function

Function

FunctionFunction

Function

Function

SubfunctionSubfunction

Subfunction

Menu Level 3

Menu Level 2

Function: A set of

executable code

available as a menu

option

Subfunction: A subset

of a forms functionality

Function Security


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Profile Hierarchy Types

There are three hierarchy types:

Security

Organization

Server


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Profile Hierarchy Levels:


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Profile Hierarchy Levels:

Organization

Site level

Organization level

User level


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Profile Hierarchy Levels: Server

Site level

Server level

User level


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Personal Profile Values

Depending on the responsibility, many userscan change their personal options:

Navigate to Profile > Personal to see a list of the

profiles already defined.

If the User Value field is unprotected, you can

select a value for this profile option from the list

of values, or enter a value directly.


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System Profile Options

The System Administrator can set profileoptions at any level:

Navigate to Profile > System to see the Find

System Profile Values window.

You can set a profile value at the user,

responsibility, site, or application level for profile

options using the Security hierarchy type.


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Profile Categories

Profile options can be grouped into categoriesbased on their functional areas. Administrators

can then easily search on the profiles by

category when they need to view or update

them.


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FUNDAMENTALS OFFLEX-FIELDS


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Using Flexfields to Configure


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Using Flexfields to Configure

Applications

Applicationwindows

User-defined flexfield windows

General Ledger Assets

B fit f Fl fi ld


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Benefits of Flexfields

Flexfields enable the following benefits:Configuration of applications to support your

accounting, product, and other codes

Construction of intelligent keys

Configuration of applications to capture

additional data

Use of the application to validate values and

value combinations entered by the userSupport for multiple field structures depending

on data context

K d D i ti Fl fi ld


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Key and Descriptive Flexfields

__ Item Information _________

Category

Item

Color

Computer

Monitor

Light tanLTN

COM

876

Key flexfields

build unique

entity identifiers.

Descriptive flexfields

gather additional

Information.

StoreDept

Number

Exp. Dt

Payment Type CC

54321

987

12 - 2011

4958-2938-4747


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Key Flexfields

Standard

window

Key

flexfield

window

__ Sales Information ______________________

Transaction

Item

Payment Type

Description

Customer Jane Doe

Computer - Monitor - Light Tan [ ]

COM-876-LTN

3987

__ Item Information _______________

Item

Color

Computer

Monitor

Light tan

COM

876

LTN

Category

Using Key Flexfields to Build


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Using Key Flexfields to Build

Intelligent Keys

_____Account Entry __

21

42

502

015

Company

Division

Department

Account

Business A Business B


10

283

Corporation

Subsidiary

025

203

Department

Account

3003Division

K Fl fi ld E l


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Key Flexfield: Examples

General Ledger Accounting Flexfield

Assets

Asset Key Flexfield

Location Flexfield

Category Flexfield

Service

Service Item Flexfield

Human Resources

People Group Flexfield Job Code Flexfield

Receivables Territory Flexfield

Sales Tax Location

Flexfield

Inventory

Item Categories System Items

Sales Orders

Item Catalogs


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Descriptive Flexfields

Transaction

Item

Payment Type

Description

Customer

CC3987

Jane Doe

COM-876-LTN

[ ]

Second ID

Number

Payment Type

Store

Dept

Number

Store

Dept

Exp. Dt

Payment TypeCK CC

54321

987

495829384747

12 - 2011

54321

987

1028

MC 4565-3939

__ Sale Information ________________________________

Computer - Monitor - Light Tan


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Key and Descriptive Flexfields:


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y p

Comparison

Key flexfields Owned by one application;

used by many

Required to set up, not

always required to use

Supports intelligent keys

Identifies entities

Drives reporting

Descriptive flexfields Associated with tables in a

specific application

Setup optional

No intelligence, stores

additional information

Captures additional

information only


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Segment Prompts and Value


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g p

Descriptions


Category

Item

Color

Computer

Monitor

Light TanLTN

COM

876

Flexfield segment prompts

Flexfield value descriptions

General Steps to Implement a


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p p

FlexfieldPlan flexfield segments, structures, value sets,

and values.

Define value sets.

Define the flexfield structure.

Define values.

Define security and cross-validation rules, if

necessary.


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Creating Value Sets

Planning a Value Set


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Planning a Value Set

Determine basic attributes of the set.Select the appropriate validation type.

Validating Input Using Value


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g p g

Sets

Item value set

Category value set


Category

Item

Color

Computer

Monitor

Light tanLTN

COM MACH FURN

COM

876

755 876 933

Value Set Attributes


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Value Set Attributes

Name: Unique value set name (Do not use XX-,XX_ , XXX-, XXX_, or any Oracle reserved

name.)

Description: Free-form descriptive text

List type List of Values

Long List of Values

Pop-up list

Security type

No security

Hierarchical

Non-hierarchical

Types of Value Sets


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Types of Value Sets

None: Validation is minimal. Independent: Input must exist on the

previously-defined list of values.

Dependent: Input is checked against a subset

of values based on a prior value.

Table: Input is checked against values in an

application table.

Special: Value set uses a flexfield itself.

Types of Value Sets


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Types of Value Sets

Pair: Two flexfields together specify a range ofvalid values.

Translatable Independent: Input must exist on

previously-defined list of values; translated

value can be used. Translatable Dependent: Input is checked

against a subset of values based on a prior

value; translated value can be used.

Planning Data Format


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g

Validation

Format Type: Value data typeMaximum Size: Maximum permitted size for a

value

Precision: Number of decimal places

Numbers Only: Entry of numbers 09 only

Uppercase Only: Lowercase input becomes

uppercase

Right-Justify and Zero-Fill: Shifts number toright, pads from left

Maximum/Minimum Value: Beginning and

ending values of a range

Defining Value Sets


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Defining Value Sets

Use existing value sets when possible.

Define list of values if appropriate.

Define value set.


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Defining the Key FlexfieldStructure

Planning a Key Flexfield


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Planning a Key Flexfield

Identify the target flexfield, the informationrequired by Oracle Applications, and any

qualifiers.

Plan the flexfield structure, behavior, and

appearance.Define the key flexfield structures.

Define any value sets required and their

values.

Define security rules when appropriate.

Define cross-validation rules when appropriate.

Define shorthand aliases as needed.

Designing the Key Flexfield


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Layout

Title

Structure

Order of

segments

PromptsValue sets

Values

Segment separator

COM

FURN

APPL

Description:Description:

Category

Item

Color

COM

876

LTN

___Sales Information_______

K Fl fi ld St t


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Key Flexfield StructureBusiness A Business B

10-203-3003-025


10

203

3003

025

Company

Division

Department

Account

10-203-3003-025-203

Corporation

Subsidiary

Division

Department

Account

10

203

203

3003

025


Storing Code Combinations


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Storing Code Combinations


10

203

3003

025

Company

Division

Department

Account

SEGMENT1 SEGMENT2 SEGMENT3 SEGMENT4

10 203 3003 025

Code Combinations Table

10 - 203 - 3003 - 025

(Code combination)

K Fl fi ld Q lifi


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Key Flexfield Qualifiers

10

203

3003

025

Corp

Div

Dept

Acct

Business Z

Corp

Sub

Div

Dept

Acct

10

203

203

3003

025

Business Y

Balancingsegment


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Key Flexfield Qualifiers IdentifyK


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Key

Flexfield SegmentsCost Center

segment

Balancing

segment

Account

segment

Corp

Sub

Div

Dept

Acct

10

203

300

3003

025

Business Y

Identifying Values in FlexfieldSegments ith Segment


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Segments with Segment

QualifiersCorpSub

Div

Dept

Acct

10

203

300

3003

025

Business Y

Account

list

200 - Cash

300 - Revenue

400 - Payroll

Budgeting allowed: Y

Posting allowed: Y

Account type: Asset

Budgeting allowed: N

Posting allowed: N

Account type: Revenue

Budgeting allowed: N

Posting allowed: N

Account type: Liability

Defining Flexfield Qualifiers


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Defining Flexfield Qualifiers

Use the Flexfield Qualifiers window to assignqualifiers to segments as appropriate for the

flexfield.

Not all flexfields use qualifiers with segments.

Segment Defaults: Examples


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Segment Defaults: Examples

Default Type Default Value

Constant Any literal value

Current date Current time

Current time Current time or current date/time

Field Default Value field value

Profile Value of profile in Default Value

Segment Value in prior segment

SQL statement Result of SQL query

Other Key Flexfield Features


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Other Key Flexfield Features

Dynamic insertion of new valuesCross-validation of segment value combinations

Security on value access

Aliases to speed up data entry

Allowing Dynamic Insertion


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Allowing Dynamic Insertion

Combinations Table

__ Part Number _________

Category

Item

Color

Computer

Monitor

Light Tan

COM

876

LTN

Form with Foreign Key Reference

[ ]

Combination Form

__ Sales Information _____________________

Part

Payment Type:

Description

Client

Computer-Monitor-Light-Tan

CC

Big Mfg. Co.

COM-876-LTN

Order Number 3754

Orders Table

PK2 FK

to

PK1

Table with Foreign

Key Reference

Parts Table

PK1

Unique

ID

Other

Flexfield

Columns

Structure

ID

Segment N

Columns

New combination (new record) created

from a form with a foreign key reference

Cross Validating Values


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Cross-Validating Values

____Part Numbers________________

Part COM - 876 - LTN

Description Computer Monitor Light Tan

COM- 876 - LTN

Part Number Structure 1

Category ComputerCOM

Item Monitor876Color Light TanLTN

COM- 621 - LTN

Part Number Structure 1

Category ComputerCOM

Item 4-Wheel621Color Light TanLTN

(or)

Using Value Set Security


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Using Value Set SecurityDescriptive Flexfield

Type

Sales Rep

COM

Jane Reed

Computer

List List

COM Computer

MACH Machinery

FURN - Furniture

COM Computer

MACH Machinery

Without

Security

With Value

Security

List displays all values.

List displays only the values

permitted for this responsibility.

Using Shorthand Aliases


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Using Shorthand Aliases

Tan Monitor

Hard Drive

Laser Printer

COM-876-LTN

COM-535-15G

COM-788-630

List

of

Aliases

Sales Information

Transaction

Customer

Item

Country

3754

Big Manufacturing

Address

City State

1211 State

Dallas TX

USAZip 75219

COM-876-LTN

Description:___Item Alias____

Part Tan Monitor


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Freezing and Compiling theD fi i i


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Definition

Save after freezing to automatically compile theflexfield definition.

Freeze and compile after making any changes

to the definition. Changes take place

immediately.You can see your changes immediately. Other

users must exit the system or change

responsibilities before they can see the effected

changes.


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Defining the Descriptive

Flexfield Structure

Identifying a DescriptiveFl fi ld


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Flexfield

The presence of a descriptive flexfield on a formis indicated by brackets. Whenever you see this,

there is a descriptive flexfield defined for use

with that form.

In some cases, there may be multipledescriptive flexfields associated with the same

form.

Determining the DescriptiveFl fi ld N


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Flexfield Name

1. Click a field in the same block in which thedescriptive flexfield appears.

2. Select Help > Diagnostics > Examine.

3. A window showing information about the

selected field appears.4. Note the name of the block in which the field

is located.

Determining AvailableR


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Resources

Use the list of values for the Column field inthe Segments Summary window to determine

how many segments you can plan to use.

Identifying Your InformationN d


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Needs

What additional information needs to becaptured?

Is there any information that you need to

capture each time?

Is there information that you need to capture onan ad hoc basis?

Can the need for capturing ad hoc information

be conditioned on a value in a base window?

How much control over window processing do

you want to give the user?

Identifying the NecessaryI f ti


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Information

Store number Check number

Credit card number

Expiration date Down payment

Grouping Information by Usage


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Grouping Information by Usage

Situation 1:

(finance)

Situation 2:

(check)

Situation 3:

(credit card)

Store number

Store number

Store number

Check number

Credit card number Expiration

Date

Down payment

Isolate Common Information


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so a e Co o o a o

Used by

all tasks

Varies by

task

Situation 1:

(finance)

Situation 2:

(check)

Situation 3:

(credit card)

Store number

Store number

Store number Credit card number

Down payment

Expiration

Date

Check number

Determine Different Contexts


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Store number

Store number

Store number

Check number

Credit card number

Down payment

Finance context

Check context

Credit card context

Expiration

Date

Situation 1:

(finance)

Situation 2:

(check)

Situation 3:

(credit card)

Descriptive FlexfieldC t


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Components

Global segment: Displays information that iscommon to all contexts

Context-sensitive segment: Displays information

that is appropriate only to a particular context

Reference field: A field in the application windowwhose value is used to determine contexts

Context field: A field in the structure whose

value is used to determine contexts

Using Global Segments


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g g

GlobalSegments

(Common)

Credit card context

Finance context

Check context

Store number

Store number

Store number

Context-Sensitive Segments


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g

Context-SensitiveSegments

(Vary by context)

Finance context

Down payment

Finance terms

Account

Check context

Second ID

Credit card context

Card numberExpiration date

Store number

Store number

Store number

Distinguishing BetweenContexts


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Contexts

ContextfieldCredit card context

SecondID

Finance context

Check context

Store number

Storenumber

Downpayment

Financeterms

Account

CardnumberExpirationdate

Storenumber

Using Reference and ContextFields


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Fields

Reference Field: A field on the existing formwhose value is used to automatically distinguish

between contexts

Context Field: A field created in the descriptive

flexfield structure that is used to allow the userto manually select different contexts

Using Reference Fields


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Using Reference FieldsExisting

applicationwindow

Proposed

flexfield

designs

Reference field

Global

Data

Elements

Context

Sensitive

Fields

Context 1Context 2

Global

Data

Sensitive

Fields

Elements

Context

Identifying ReferenceableColumns


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Columns

Use the list of values for the Reference Fieldin the Descriptive Flexfield Segments window

to determine the fields that are available for

use as reference fields for this descriptive

flexfield.

Using Context Fields


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g

Proposed flexfield designs

Existing

applicationwindow

(Context fields)

Context 1

Context 2

Global

DataElements

Context

Sensitive

Fields

(Context)

Global

DataElements

Context

Sensitive

Fields

(Context)

Locating the Flexfield Definition


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g

Use the Descriptive Flexfield Segments windowto locate the target flexfield definition by finding

the application that owns the definition and the

flexfield title.

A flexfield may appear in more than onewindow. However, defining the flexfield once

automatically defines it for all locations.

After you access the definition, you can start

making the changes. If the flexfield is alreadyfrozen, unfreeze it first.

Storing Descriptive FlexfieldSegments


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Segments

Global AAA

Context BBB

Context CCC

Global AAA

Context DDD

Structure A Structure B

Structure A

Structure B

Global AAA

Global AAA

Context BBB

Context DDD

Context CCC

CONTEXT ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3

Freezing and Compiling theDefinition


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Definition

Use the Descriptive Flexfield Segmentswindow to:

Freeze the flexfield definition by selecting the

Freeze Flexfield Definition check box

Compile the flexfield definition by clicking theCompile button

Documents

Introduction to Oracle AOL