Navigating in Oracle Applications Release 11

Student Guide

Table of Contents
Introduction ....................................................................................................... 1-1 Introduction...................................................................................................... 1-2 Overview of Oracle Applications .......................................................................... 1-3 Signing On and Off Oracle Applications ................................................................ 2-1 Signing On and Off Oracle Applications................................................................. 2-2 Starting Oracle Applications ................................................................................ 2-3 Choosing a Responsibility................................................................................... 2-5 Expanding or Collapsing the Navigation List .......................................................... 2-8 Signing On and Off Oracle Applications................................................................. 2-10 Using Forms and Menus ...................................................................................... 3-1 Using Forms and Menus ..................................................................................... 3-2 The Navigator Window ...................................................................................... 3-3 Basic Form Terminology .................................................................................... 3-4 The Applications Toolbar.................................................................................... 3-8 The Toolbar Icons.............................................................................................. 3-9 Using Forms and Menus ..................................................................................... 3-15 Entering Data Using Forms .................................................................................. 4-1 Entering Data Using Forms ................................................................................. 4-2 Creating and Deleting Records ............................................................................. 4-3 Using a List of Values......................................................................................... 4-5 Entering Data Using Forms ................................................................................. 4-6 Clearing Data.................................................................................................... 4-12 Duplicating Data................................................................................................ 4-13 Flexfields ......................................................................................................... 4-14 Key Flexfields ................................................................................................... 4-16 Descriptive Flexfields ......................................................................................... 4-17 Saving Your Work............................................................................................. 4-18 Searching for Data .............................................................................................. 5-1 Searching for Dat a ............................................................................................. 5-2 Searching for Information.................................................................................... 5-3 Find Mode ....................................................................................................... 5-5 Query Mode...................................................................................................... 5-7 Speci fying Search Criteria ................................................................................... 5-9 The Difference between Query Mode and Find Mode............................................... 5-10 Reviewing Retrieved Records............................................................................... 5-11 Accessing Online Help ......................................................................................... 6-1 Accessing Online Help ....................................................................................... 6-2 Display Database Error ....................................................................................... 6-8 Running Reports and Programs ............................................................................ 7-1 Running Reports and Programs ............................................................................ 7-2 Reports and Programs......................................................................................... 7-3 Concurrent Processing ........................................................................................ 7-4 Standard Request Submission .............................................................................. 7-6 Submitting a Request ......................................................................................... 7-7 Viewing Requests .............................................................................................. 7-11 Four Phases of a Concurrent Request ..................................................................... 7-14 Running Reports and Programs ............................................................................ 7-19 Printing, Storing and Retrieving Reports ................................................................ 7-21

Motorola Internal Use Only

Nav igating in Oracle Applications Release 11 i

Customi zing the Presentation of Data .................................................................... 8-1 Customizing the Presentation of Data..................................................................... 8-2 Oracl e Applications Folders................................................................................. 8-6 Folder Tools Menu ............................................................................................ 8-7 Customizing the Presentation of Data..................................................................... 8-8 Managing an Attachment to a Form ...................................................................... 9-1 Managing an Attachment to a Form ...................................................................... 9-2 The Attachment Icon.......................................................................................... 9-3 Managing an Attachment to a Form ...................................................................... 9-4 Viewing Common Forms ...................................................................................... 10-1 Viewing Common Forms .................................................................................... 10-2 Item Information Form .................................................................................... 10-4 Indented Bills Form ........................................................................................ 10-9 Orders Summary Form .................................................................................... 10-14 View Sales Orders Form .................................................................................. 10-19

Motorola Internal Use Only

Nav igating in Oracle Applications Release 11 ii

Introduction Chapter 1 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 1-1 .

Additionally. Release 11. regardless of the application module. and access online Help. retrieve information in the form of a query. You will learn to enter data. maintain data. concurrent processing and standard report submission topics will be discussed.Introduction Course Objectives After completing this course. This course is intended for all end users of Oracle Applications as a prerequisite to any applications course. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 1-2 . The aim is to enable you to navigate within any of the Oracle Applications forms. you should be able to do the following: · · · · · · · · Sign on and off of Oracle Applications Enter and maintain data using Oracle Applications forms Search for data using Oracle Applications forms Access online Help within the Oracle Applications environment Run and monitor reports and programs Customize the presentation of data in Oracle Applications forms M anage an attachment to a form View some commonly used forms Introduction This course discusses the basic features of navigating within Oracle Applications.

and-click capability. You may have called it a “screen” in other applications. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 1-3 . You navigate between and within forms to enter and access information from the database. you have access to all the functions that you need to manage your business information. check boxes. or alternative regions. Using the menus and windows of Oracle Applications. Oracle Applications software is highly responsive to users by providing full point.Overview of Oracle Applications Oracle Applications Oracle Order Entry Data entry Oracle General Ledger Forms Tables Oracle Server Sample Flow of Oracle Applications Data Oracle Applications is a tightly integrated family of application products that share a common look and feel. You use your mouse or keyboard to operate graphical controls such as pull-down menus. buttons. pop-up lists. An Oracle Applications form is a user’s interface to business data stored in the database.

Signing On and Off Oracle Applications Chapter 2 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-1 .

you should be able to: · · · · · · Log on to Oracle Applications Choose a responsibility Use the Oracle Applications Navigator Explain the function of the buttons that appear on the Navigator window and other forms Discuss the various components of an Oracle Applications form Log off of Oracle Applications Navigating in Oracle Applications To use Oracle Applications productively. you need to understand the various components of a form.Signing On and Off Oracle Applications Section Objectives At the end of this section. and keystrokes necessary to access and navigate within the system to perform your various job tasks. the menu paths. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-2 .

When you initially launch Oracle applications.Starting Oracle Applications Your connection to Oracle is driven through the internet. This window runs the Java applet that connects you to the production instance (database). Windows NT Desktop Start ® Programs ® Oracle Production ® Production Oracle Applications Sign On Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-3 . you will see a M icrosoft Internet Explorer window open.

· Connect: Click Connect when you are finished entering your username and password. the system will warn you that your password has expired and you will be required to change your password. A username is a unique identifier for each person who will use the system. typically your M otorola Core ID. You should keep your password confidential to prevent unauthorized users from gaining access to the system. The first time you log in. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-4 .Starting Oracle Applications Logging On to Oracle Applications · User Name: Enter your assigned username. Password: Enter your password. · The Password field does not actually display the characters that you type into it in order to protect the confidentiality of your password.

you would want the Accounts Payable department of your company to access the invoice forms of the system. Another example is that the controller of a department would want to have access to all the data that his or her employees can use. and forms that defines your particular level of authority while using the system. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-5 . For example. menus. but you would not want them to be able to access any payroll information. you must tell the system what type of access you will be using. A respon sibility is a predefined set of data.Choosing a Responsibility Responsibility Relationships: Many to One Accounts Payable Payroll Selecting a Responsibility Once you have used the sign-on form to begin the logon process. so the controller would want access to both accounts payable and payroll information.

so the responsibility you choose determines the reports that you can submit. but the window of one responsibility may have additional functional buttons. For example. For example. a responsibility may allow certain Oracle Financials users to enter invoices.Choosing a Responsibility Properties The following is a list of the types of responsibilities and their particular properties that can be defined in Oracle Applications by your system administrator: · A restricted list of windows to which you can navigate. Your system administrator can assign groups of reports to one or more responsibilities. but not to enter suppliers (vendors) or customers. two responsibilities may have access to the same window. A restricted list of functions you can perform. Reports in a specific application. · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-6 .

Your system administrator can assign you any of the standard responsibilities provided with Oracle Applications. If your sign-on opens a Responsibilities window. If your system administrator assigns you just one responsibility. Double-click a highlighted value to choose it Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-7 . Use your mouse to select a value and click OK.Choosing a Responsibility Responsibility Assignments Each user has at least one responsibility and many users can share the same responsibility. you will not see the Responsibility window. You will go right into the Navigator window for your assigned responsibility. or create new custom responsibilities for you. use one of the following methods to select a responsibility: · · · Use the up and down arrows to select a value and press [Return] on your keyboard.

select the item and choose Collapse. • Select the item and choose Expand. Navigator Buttons Each user can access the Oracle Applications forms in several ways so that they can use the system quickly. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-8 . according to their own computer style. Expanding or Collapsing the Navigation List Choose one of the following methods to expand an item to its next sublevel form: • Double-click the item.Expanding or Collapsing the Navigation List Navigator Window The Navigator window displays the name of the responsibility you select in the window's title bar. The forms that you can navigate to are displayed in a navigation list on the left side of the Navigator window. Use this window to navigate to a form so you can perform a specific business flow. To collapse an expanded item. • Select the item and choose Open.

choose 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. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2-9 . Navigator Buttons Click any of these buttons to expand or collapse several items listed on the Navigator M enu. • Collapse All collapses all currently expanded items in the navigation list.Expanding or Collapsing the Navigation List Expanding or Collapsing the Several Items To expand or collapse several items at once.

You will also have to close the Internet Explorer window that was opened when you initially started Oracle Applications. rather than any other.Signing On and Off Oracle Applications Any Oracle Applications form M ® Action ® Exit Oracle Applications Exiting Oracle Applications · Menu Bar: Choose Action ® Exit Oracle Applications or the F4 function key to log off the system It is important to exit the system in this manner.10 . as this is the only way to ensure that your username is cleared from system access. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 2 .

Using Forms and Menus Chapter 3 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-1 .

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-2 . the Applications toolbar. and keyboard shortcuts will be explained to enable you to move quickly within Oracle Applications forms. Form terminology. you should be able to: · · · · · Open a form from the Navigator window Define basic form terminology Use the Applications toolbar Use various menu options available in Oracle Applications Discuss keyboard shortcuts Using Forms and Menus This lesson discusses using forms and menus from the Navigator window.Using Forms and Menus Section Objectives At the end of this section.

which is the starting point for access into the application and the basis for a user to decide which job task they would like to perform. Use the "Close Other Forms" check box to specify whether multiple forms may be opened at the same time. You can switch between open windows by clicking on the desired window or by using the taskbar. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-3 .The Navigator Window Navigator: Functions The Navigator Window Each Oracle application has a Navigator window.

or Web-enabled environment. context information pertinent to the information in that window Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-4 . The following table defines 13 common terms used in Oracle Applications forms. and usually.Basic Form Terminology Form Terminology 1 2 3 Form Terminology Oracle Applications Release 11 works specifically in a Network Computer Architecture (NCA). Label Numbe r 1 2 Te rm Menu bar Window Definition Use pull-down menus from this menu bar to navigate within a form An area where the user interacts with an application (Many windows can be open at one time and you can access these “ overlapping” windows to perform data entry or data search activities) 3 Window title T ext in the title bar that indicates the name of the window. It is important to understand the terminology of the components within an Oracle Applications form.

Basic Form Terminology Form Terminology 6 4 5 7 Form Terminology Label Numbe r 4 5 Te rm Region Alternative region Field Button Definition A logical grouping of fields set apart from other fields by a box outline A collection of regions that occupy the same space in a window where only one region can be displayed at a time An area in a window that displays data or enables you to enter data A graphic element that initiates a predefined action when you click it 6 7 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-5 .

containing a scroll bar. in which to view other fields An area of information relative to a specific business function or entity Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-6 .Basic Form Terminology Form Terminology 8 9 10 11 Form Terminology Label Numbe r 8 9 10 11 Te rm Definition Option buttonA button that indicates an individual selection is available within an option group Dialog box Scrolling region Block A window that requires you to act on its content before continuing A region.

Basic Form Terminology Form Terminology 13 12 14 Form Terminology Label Numbe r 12 13 14 Te rm Definition Record or Row A set of one or more data items grouped for processing Check box Pop-up list or LOV A box in which you can toggle between an on/off or yes/no state for a particular value A list of values (LOV) for the current field. if available Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-7 .

# 1 2 3 Te rm Toolbar window Message Line Status line The window name Oracle Applications displays pertinent information for processing your form. The Toolbar window will display information in the message line that relates to the active form. including error messages Oracle Applications displays status information Definition Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-8 . You may need to resize or reorganize other open windows to keep these lines visible at all times.The Applications Toolbar The Toolbar Window 1 2 3 Using the Toolbar The Toolbar window replicates many commonly used menu items so that you can invoke their actions quickly without having to search for them in the menu bar.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3-9 . Save and Proceed The Save and Proceed icon saves any pending changes and prepares the window for the entry of a new record.The Toolbar Icons The Toolbar Icons Save Save and Proceed Clear Form Save The Save icon saves any pending changes. Clear Form The Clear Form icon clears all data in the current form.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .10 . An example is a customer record. not deleted. New Record The New Record icon creates a new record. which can only be inactivated.The Toolbar Icons The Toolbar Icons Clear Record New Record Delete Record Clear Record The Clear Record icon clears all data pertaining to the current record in the window. Delete Record The Delete Record icon deletes the current record from the database. This button is not always available because many records cannot be deleted from the Oracle database.

List of Values (LOV) The List of Values icon shows the list of values for the current field.11 .The Toolbar Icons The Toolbar Icons Navigate To Attachments List of Values Navigate To The Navigate To icon returns you to the Navigator window. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 . Attachments The Attachments icon opens the Attachments window.

12 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 . Find The Find icon displays the Find window to search for data within a field.The Toolbar Icons The Toolbar Icons Edit Window Help Find Edit The Edit icon opens the Editor window for the current field. Window Help The Window Help icon displays general help for the current application.

13 .The Toolbar Icons The Toolbar Icons Print Folder Tools Summary/Detail Print The Print icon prints the current screen to your assigned default printer. Summary/Detail The Summary/Detail icon switches between the summary and detail views. Folder Tools The Folder Tools icon displays the folder tool palette. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .

Zoom The Zoom icon invokes a defined zoom (set up by your system administrator) and goes to that form.14 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 . Translations The Translations icon opens the Translations window.The Toolbar Icons The Toolbar Icons Responsibility Translations Zoom Responsibility The Responsibility icon displays other responsibilities and enables you to log on using a different responsibility.

The table on the following page contains the available keyboard shortcuts.Using Forms and Menus Oracle Applications M ® Help ® Keyboard Help Keys Using Keyboard Shortcuts You can perform some tasks with the keyboard that you can perform with the mouse. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .15 .

16 .Using Forms and Menus Function Block Menu Clear Block Clear Field Clear Form Clear Record Commit Count Query Delete Record Display Error Down Duplicate Field Above Duplicate Record Above Edit Enter Query Execute Query Exit Insert Record List of Values Next Block Next Field Next Primary Key Next Record Next Set of Records Previous Block Previous Field Previous Record Print Return Scroll Down Scroll Up Show Keys Up Update Record Keys Ctrl+B F7 F5 F8 F6 Ctrl+S F12 Ctrl+Up Shift+Ctrl+E Down Shift+F5 Shift+F6 Ctrl+E F11 Ctrl+F11 F4 Ctrl+Down Ctrl+L Shift+PageDown Tab Shift+F7 Down Shift+F8 Shift+PageUp Shift+Tab Up Ctrl+P Return Page Down Page Up Ctrl+K Up Ctrl+U Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .

or sees the next page Navigates or zooms between fields. or sign-on. quick-reference information such as the status and results of a report or program that was submitted to run. refreshes a window. records. password. or general information about Oracle Applications Go Folder Special Help Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 . a keyboard mapping.Using Forms and Menus When you navigate to an Oracle Applications form you can use the pulldown menu to navigate within a form. sees the next record. Menu Item Action Edit Query Description Navigates to a window. information about the current record. or to perform various other actions. to edit or retrieve data. a detailed explanation of any database warning message that you encounter. shows the last search criteria used. and blocks Modifies and saves the display of information in a window Changes your responsibility. saves or clears data in a window. counts matching records. runs a query. and navigates to the Alter Effective Date or Track History windows Shows context-sensitive or system Help. or exits the application Edits your data in Oracle Applications Enters search criteria. manipulates the Navigator window. cancels a query.17 .

Using Forms and Menus Oracle Applications M ® Action Action M enu Using the Action Menu from the Menu Bar Menu Item Navigate T o Zoom Save Save and Proceed Print Export Place on Navigator Refresh Close Window Close Form Exit Oracle Applications Description Displays the Navigator window Invokes custom-defined zooms Saves any pending changes in the current form Saves any pending changes and proceed with data entry Prints your current window Exports this data into another application when available Saves document to the Navigator window for later access Repaints the entire screen Closes the current form Closes all windows of the current form Quits Oracle Applications Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .18 .

Clears entire form Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .19 .Using Forms and Menus Oracle Applications M ® Edit Edit M enu Using the Edit Menu from the Menu Bar Menu Item Clear Field Duplicate Field Above List of Values Edit Field New Record/Delete Record Clear Record Duplicate Record Above Translations Attachments Select/Deselect All Clear Block Clear Form Description Clears data from a field Duplicates a field Displays a list of values for a field Invokes the editor for a field Deletes or creates a new record Clears currently selected record Duplicates the record above Applies translation properties if applicable Adds attachments Selects and deselects objects in a window Clears the current block.

20 .Using Forms and Menus Oracle Applications M ® Query Query M enu Using the Query Menu from the Menu Bar Menu Item Find Find All Enter Run Cancel Show Last Criteria Count Matching Records Get More Records Retrieves all records Invokes Enter Query mode to enter a search criteria for a Query-by-Example search Executes the Query-by-Example search Cancels the Query-by-Example search by exiting from the Enter Query mode Recovers the search criteria used in the previous search Counts the number of records that would be retrieved if you ran the current Query-by-Example search Fetches the next set of records retrieved from the current Query-by-Example search Description Displays the Find window to retrieve records Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .

Using Forms and Menus Oracle Applications M ® Folder Folder M enu Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .21 .

” Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 . sequence. and prompts of the fields you want to display. With a folder definition you can modify the width. Additional features of a folder definition are: · · · · · Displaying only those fields you are interested in viewing Displaying a subset of records based on your specific criteria Automatically querying for a subset of records each time you open a specific folder Keeping your folder customizations private or making them public for others to use M aking your customizations the default layout for a folder Note: Using Folders is covered in detail in the upcoming lesson “Customizing the Presentation of Data.22 .Using Forms and Menus Using the Folder Menu from the Menu Bar You can personalize the presentation of data within a form by using a folder definition.

Using Forms and Menus Oracle Applications M ® Special Toolbar Using the Special Menu from the Menu Bar The Special menu contains up to 15 Form-specific entries. Menu Item Switch Responsibility Sign On Again Description Enables you to change responsibilities without exiting the application Enables you to sign on using a different username and password without exiting the application Change Password Changes the password for your username Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 . or perhaps.23 . including a list of commonly used Inquiry windows in the application. a commonly used window that a user may want to view often. the Special menu is disabled. If the current application has no form-specific entries.

24 .Using Forms and Menus Oracle Applications M ® Help Toolbar Using the Help Menu from the Menu Bar Menu Item Window Help Oracle Applications Library Keyboard Help Display Database Error Tools Vie w My Requests About This Record About Oracle Applications Description Displays Help for the current window Displays a window that lists all available Oracle Applications Help text Displays the current mapping of specific functions and menu options Displays the last error Brings up the Tools submenu Shows the status of your concurrent requests Displays information about the current record Displays information about the current window and application Motorola Internal Use Only Nav igating in Oracle Applications Release 11 3 .

Entering Data Using Forms Chapter 4 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-1 .

Clear data in a form Copy data from a previous record Enter Data in Flexfields Save edits to the database Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-2 .Entering Data Using Forms Section Objectives At the end of this section. you should be able to: · · · · · · · Create and Delete records in a form using various editing functions Use the list of values features to simplify your data entry Use the Field Editor function.

If you enter five new blank rows of information but do not click Save when you are finished. How to Create a New Record From the Toolbar menu. Save the record by using the toolbar or the action menu. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-3 . You can also click the down arrow on your keyboard to insert a blank row. if you are not in a table on the form. you must remember to click Save so that your newly added information will be written to the database. click the New Record button on the toolbar. Choose M ® Edit ® New Record. some applications have a button labeled New. Oracle Applications will move the current record down and insert a new blank row.Creating and Deleting Records Creating New Records New Record Creating a New Record When you add a new record to the database. After you finish entering the data for your new record. and clicking it will insert a blank row. You add a new record by entering information into this blank row. Or. none of this newly added information will be updated in the database. Additionally.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-4 .Creating and Deleting Records Deleting Records Delete Record Deleting a Record from the Database If you want to delete a record from the database. the record is not truly deleted. you must first display the record on your form and then click Delete Record. in Oracle Applications you cannot delete a customer once they have been entered. you can only inactivate their status. For example. This option is not always available. If you do not Save this new change to the database.

When you display a list. Additionally. and experienced users can enter correct data with a minimum number of keystrokes. and the LOV icon on the Toolbar. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-5 . easy-to-use data entry method that increases your accuracy and productivity. You can also program your application to use companyspecific terminology as valid values for certain standard and user-defined fields. You can choose data from an online list of valid input choices whenever you want. Using the LOV makes data entry an easy task for novice users. By using the LOV feature. It provides you with a powerful.Using a List of Values List of Values Using the List of Values The List of Values (LOV) feature is very useful while entering data in Oracle Applications. you are relying on Oracle Applications to validate your input since you will know right away if your entry does not match an option from the LOV. the values appear in a window with a title that describes the contents. Oracle Applications notifies you when a list of acceptable input values is available for a field by illuminating the List lamp on the status line. you can save time and enter data quickly without having to memorize or look up valid data for each field.

or click LOV in the Toolbar window to display a list. · Prior to accessing the list window. choose M ® Edit ® List of Values. or click once on the value and then click OK or use the enter key to choose it. Select a value directly from the list by using the mouse or keyboard to scroll through the list and then double-click the value to choose it. then enter your search criteria in the Find field and click the Find button. type the first character(s) of a value to reduce the list to only those values that match the characters you enter. you can reduce the length of a list. · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-6 . search for a value by clicking in the Find field. If you do not want to view the entire list selection. In the list window. or select directly from the list by using some of the methods described below.Entering Data Using Forms Oracle Applications M ® Edit ® List of Values LOV window Choosing a Value from a List To choose a value from a list.

List Search You can use the Auto-Reduction feature to reduce a list when you know the first few characters of your name selection. you can type the first character(s) of the name you want in the Find field. and enters the value in the appropriate field. In the list window. Auto-Selection Using the list of values feature called Auto-Selection you can select a valid name from the list with fewer keystrokes. enter any group of characters as search criterion in the Find field and click the Find button. AutoSelection selects the choice. to reduce a list to only those choices that contain the phrase “schedule. select Cancel. closes the list window. but do know that your choice contains a certain word or set of characters. you will automatically advance to the next field. Note: Once you make a selection from the LOV. For example. the list window closes and inserts the value into the current field. you can perform a list search to reduce a list.” you would type %schedule% in the Find field and click Find. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-7 . To close a list window without choosing a value. which represents a single character in your search criterion. or an underline (_). When you display the list window.Entering Data Using Forms Once you choose a value. it does not matter whether you use uppercase or lowercase letters as the search is not case sensitive. If you do not know the initial characters of your choice. If only one choice begins with the character(s) you enter. In any of these list search queries. You can use wildcard characters such as the percent sign (%) which represents any number of characters.

Oracle Applications prompts you to enter the first few characters that occur in your value of interest to reduce the complete list. Power List will complete the entry for you. Note: To avoid excessive network traffic and reduced performance. If more than one value matches the characters you specify. If a field displays a List lamp and you know the value you want. However. a list window containing all the values appears. try to enter specific criteria. You do not need to display the list window. If no values match the characters you enter. a list window containing those values is displayed. You can also include wildcard characters with your entry. a list of more than 100 values—Oracle Applications will display the Enter Reduction Criteria for Long List window when you try to display the LOV. Power List The Power List feature provides an even faster method of data entry. Because it takes less time to display a reduced list than a complete longlist. other than just a percent sign (%). simply enter the first few characters of the value in the field and press [Tab].Entering Data Using Forms Long-List Fields If a field has a “long-list”—that is. enter the percent sign (%) at the prompt and all of the values will be displayed. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-8 . to view the entire long-list. whenever possible.

put your cursor in a valid date field. to display the Calendar window. Select List of Values. The date value that appears below the calendar is called the selected date. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4-9 . which is either the value already in the field.Entering Data Using Forms Oracle Applications M ® Edit ® List of Values Calendar Choosing a Date in the Calendar Window You can use a calendar to enter a valid value in a date field. To enter a date. you can also use the Calendar window to choose a valid time with the date. the default value of the field. If your date field supports time. or the current system date.

Entering Data Using Forms Highlight and click the date on the calendar that you want to select. you can display the Calendar window for the field. but you cannot change the date shown on the calendar. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4 . Check AM or PM and Click OK to accept the selected date and time and close the window. if a date field is display only. Note: Disabled buttons that show dimmed text represent invalid days. Similarly. Click Cancel to close the window without choosing a date or time. Choosing a Time in the Calendar Window Click the hour and minute pull-down lists to set the time. which cannot be chosen. The minute pulldown list displays twelve values between 00 and 55 at 5-minute increments. the minute pop-up list displays 13 values to include the minute value displayed in the field. Note: If a value already exists in the current data and time field when you display the Calendar window and the minute value is not a 5minute increment.10 . Click OK to accept the selected date and close the window or click Cancel if you want to close the window without choosing a date.

enter or update the entire contents of a text field. You can also use the Editor window to search for a phrase and replace it with another phrase. enter a value in the Search For field. Click Search to search for the value.11 . then the Editor window appears in display-only mode. or click Replace or Replace All to search for the value and replace the first occurrence or all occurrences with your new value. A scrollable text field is a field in which the actual width is greater than the display width. click OK to close the window and insert the value into the field. To use the Editor window for a field. Click Search in the Editor window to display a Search/Replace window. respectively. Then.Entering Data Using Forms Oracle Applications M ® Edit ® Edit Field Editor Editing a Field You can display an Editor window to view. If the current field is a display. choose Edit ® Edit Field. You can enter a new value or edit the existing value in the Editor window. The Editor window is especially useful for editing scrollable text fields. Once you are satisfied with the value in the Editor window. but you can review the contents by scrolling through the field. and enter the other value in the Replace With field.only field. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4 .

and then the appropriate choice. Select Edit from the Toolbar window.Clearing Data Clear Form Clearing Data from a Form You can clear data from the screen at almost any time. record. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4 . you will use this feature when you start to enter data into a field and then change your mind.12 . block. to clear a field. The data you clear is simply erased from the screen and not deleted from the database. it will be lost permanently when you clear it from the screen. or form. Oracle Applications will think you are in the middle of processing a record and may not proceed with your next task until you clear the field. Typically. If the data is new and has never been saved to the database.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4 . How to Copy a Field Value from the Previous Record Place your cursor in the field whose value you want to duplicate. not all fields may be copied when using this feature. Be sure to check your new record carefully before you assume all fields have been copied into the new record.Duplicating Data Copying Data from a Record All fields do not always copy! Item number Item number Quantity Price Price Discount % % Item number Item number Quantity Discount % % Duplicating Data from a Previous Record To save time during data entry. How to Copy All Field Values from the Previous Record Select M ® Edit ® Duplicate Record Above. to copy all field values from the previous record into the current record. Depending on the record storage in the database and relevant database tables.13 . to copy the field value from the previous record into the current record. you can duplicate data from a previous record if much of the data needs to be repeated again in the new record. Select M ® Edit ® Duplicate Field Above.

Flexfields Flexfields 1 2 Using Flexfields to Enter and Query Data Numbe r 1 2 Key flexfield Descriptive flexfield Type of Fle xfield A flexfield is a flexible data field that your organization can customize for your business needs without programming. Oracle Applications uses two types of flexfields: · · Key flexfields Descriptive flexfields Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4 .14 .

where each segment has both a value and a meaning Relying upon your application to validate the values or the combination of values that you enter in intelligent fields Changing the structure of an intelligent field depending on data in your application Capturing additional information that is not provided by existing fields Customizing data fields to meet your business needs without programming Querying intelligent fields for specific information Motorola Internal Use Only Nav igating in Oracle Applications Release 11 4 .Flexfields The Basic Business Needs for Flexfields With Oracle Applications flexfields you can satisfy the following business needs: · · · · · · Using “intelligent” fields—fields comprising one or more segments.15 .

Key Flexfields
Key Flexfields
A key flexfield is a field that you can customize to enter multi-segment values such as part numbers, account numbers, and so on. Examples · · P35-297-A 0450-387-3478 (part number) (account number)

Using Key Flexfields in Oracle Applications
A key flexfield is a field made up of segments, each of which has both a value and a meaning. You can think of a key flexfield as an “intelligent” field that your business can use to store information represented as codes. M ost organization use codes to identify general ledger accounts, part numbers, and other business entities. Each segment in the code represents a characteristic of the entity. A combination of segment values, also known as a key flexfield code combination, uniquely describes a business entity stored in a key flexfield. When you change the value of one or more segments in a key flexfield, you change the combination of segment values. Your organization decides the following information for each key flexfield: (1) how many segments an entity has, (2) what each segment means, (3) what values each segment can have, and (4) what each segment value means. Your organization can also define rules that govern which combination of segment values are valid (cross- validation rules) dependencies among the segments. A key flexfield looks like any other field in a block. You can simply type the segment values you want into a key flexfield and separate each segment with a character called a segment separator. Alternatively, you can open a flexfield window for a key flexfield to display a separate field for each of its segments.

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Descriptive Flexfields
Descriptive Flexfields
A descriptive flexfield is a field you customize to enter additional information for which your Oracle Applications product has not already provided a field. Example · You want to provide an additional field to enter an Internet address for a customer.

Using Descriptive Flexfields in Oracle Applications
A descriptive flexfield gives you room to expand your forms, because Oracle Applications cannot predict all the possible information you may want to track. Your organization can use descriptive flexfields to capture additional information that is important and unique to your business. A descriptive flexfield appears in a block as a two-character, unnamed field enclosed in brackets. If you are viewing data in a table format, the descriptive flexfield will appear at the top of the column as an unnamed field enclosed in brackets. A descriptive flexfield window is displayed when you move the cursor into a customized descriptive flexfield. Your organization’s implementation team can customize a descriptive flexfield to include as many additional fields as your organization needs. These fields, also called segments, appear in the descriptive flexfield window.

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Saving Your Work

Saving a Record
Save Record

Saving Your Work
When you save your work, Oracle Applications updates the underlying database with the work you have done since you last saved your changes and then informs you that the transaction is complete. Saving your work is sometimes referred to as committing a change or committing a transaction. Oracle Applications always validates your work upon saving it. If any of the data you enter is invalid or missing, Oracle Applications displays a message describing the problem and does not save the data. To save your work, use any of the following methods: · · Select M ® Action ® Save, from the menu in the Toolbar window. Select M ® Action ® Save and Proceed, from the menu. This will save any changes you have made to the current window and move to the next record (new or existing) so you can enter another transaction. Click Save or Save and Proceed in the Toolbar window. Use keyboard shortcut [Ctrl] + [S].

· ·

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Searching for Data Chapter 5 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-1 .

you should be able to: · · · · Search for existing data in an application using the Query mode Use a Find window to perform a search Include wildcards and query operators in your search criteria Review records retrieved from a search Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-2 .Searching for Data Section Objectives At the end of this section.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-3 . and then review the data online in the same window you used to enter the data.Searching for Information Searching for Information Basic Business Needs In Oracle Applications you can quickly retrieve and review all available information in your database without having to remember the information displayed in the windows. or without having to print lengthy reports to see the data. Instead. you can simply run a search to obtain the information you want.

You can find information quickly and easily. online access to all of your application information. · Gain instant. Search for a specific record or for a group of records based on criteria you enter. or anything else you want to enter. without having to use a complex query language. you can satisfy the following information search needs. without having to review all the information in your application database. · · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-4 . Find out how much information is available that matches your search criteria before a search for a single piece of information yields 10.000 responses. including a single letter. a single word. You can retrieve this information directly. Search for information using criteria of different types or lengths.Searching for Information By using the query function in Oracle Applications. or a group of characters.

a Find window is displayed for those forms that have many records or for those forms that can be best searched using criteria in more than one field.Find Mode Find Mode 1 Select Find Select Find 2 Specify search criteria Specify search criteria 3 Click Find Click Find 4 Review retrieved records Review retrieved records Using Find Mode To query for records in your current block or window. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-5 . A Find window contains fields for entering search criteria. Generally. These fields are specific to the current form and often validate the search criteria you enter against a list of valid values. use a Find window.

If a field does not provide a list of values for you to choose from. Find: Click the find button to retrieve matching records. <. use query operators (such as >. and so on) in a Find window.Find Mode Using the Find Window Enter your search criteria in the appropriate fields of a Find window. however. you can enter wildcard characters in the search phrase. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-6 . You cannot. Buttons Each Find widow will typically have the following buttons to perform common functions in the window: · · Clear: Click the Clear button to clear the current search criteria from the Find window so you can enter new search criteria.

and phrases containing query operators to help you pinpoint the data of interest. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-7 . The search criteria can include specific values. but only want to know how many records match your search criteria. you can perform a query count to save yourself time. In addition. you can use Query mode to specify complex search criteria in most of the fields of your current block. if you do not actually need to retrieve the records in Query mode.Query Mode 1 2 Query Mode Initiate a query Initiate a query 1 2 Perform a custom search Perform a custom search 3 Specify search criteria Specify search criteria Perform a full search Perform a full search 3 Run query Run query 4 4 5 Review retrieved records Review retrieved records Using Query Mode To retrieve a group of records based on more sophisticated search criteria than Find mode can achieve. phrases containing wildcard characters.

· · M ® Query ® Run to perform the search. M ® Query ® Find All to retrieve all records pertaining to the current form M ® Query ® Enter to place the window into query mode. using wildcard characters and query operators as necessary. How to Obtain a Query Count To obtain a Query Count. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-8 . Select M ® Query ® Count M atching records while in Query mode to display the number of records a Query-byExample search would retrieve.Query Mode How to Use Query Mode The following functions are available through the Query menu: · · · M ® Query ® Find to bring up a find screen to search for records. M ® Query ® Cancel to cancel from the Query mode. if you performed one. Enter search criteria in any of the fields. You can also select Show Last Criteria to display the search criteria used in your last search.

For example.Specifying Search Criteria Using Query Operators O perator = != > >= < <= #BET WEEN Equal to Not equal to Greater than Greater than or equal to Less than Less than or equal to Between two values Me aning Example = ‘Janet’ or = 107 != ‘Janet’ or != 107 >99. and so on. You can also use the underline “_” character to represent any single character. M anufacturer. or Product1.00 <= 100 #BET WEEN 1 and 100 Using Wildcard Characters You can use the percent “%” wildcard character to represent any character or group of characters. use “M anuf%” to represent M anufacturing. For example. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5-9 . “Product_” can represent ProductA.1 or > ‘Joan’ >=55 <1000.

those are determined by your application. you can use all query operators to narrow your search. you use the menu bar to access the Find window. the Find window. You use the existing window to prepare your search criteria for the query. you can check to see how many records match your criteria even before retrieving the data that matches your query. You can enter specific information into any field to narrow your search. [F11] to enter a query. or you click the Flashlight icon from the Toolbar window. Only specific wildcards are accepted in the Find window.10 . · · · Find Mode · · · · In Find mode. You use a new window. In query mode. to prepare your search criteria. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5 . you can use the menu bar to access a query. and [Ctrl] + [F11] to execute a query. When using wildcards to prepare your search criteria. The Query Count feature is not available in Find mode. or you can use keyboard shortcuts.The Difference between Query Mode and Find Mode Query Mode · In Query mode.

Use the scroll bar to view additional records currently not visible on the screen in a multi-record block. Oracle Applications retrieves any records that matched your search criteria. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 5 . you may use the following: · · · M ® Query ® Get More Records to display more records.11 . M ® Go ® Previous Record.Reviewing Retrieved Records Reviewing Your Data After a search. Next Record. or Last Record from the to see more records. To review retrieved records.

Accessing Online Help Chapter 6 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 6-1 .

View explanations for application messages and errors Motorola Internal Use Only Nav igating in Oracle Applications Release 11 6-2 . you should be able to: · · · Display Help information online Identify who created and updated a record.Accessing Online Help Section Objectives At the end of this section.

Use the menus or buttons in the Help window to navigate to other topics of interest. or from the File menu in the Help window. providing information and a list of topics associated with the current application window. select Exit to leave Help. How to Display Help for a Current Window Select Window Help from the Help menu or click on the Help button on the toolbar. Click on a topic of interest to display more detailed information. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 6-3 . A Help window is displayed.Accessing Online Help Oracle Applications M ® Help ® Window Help Window Help Accessing Window Help Oracle Applications provides you with a complete online Help facility through your web browser tool.

Accessing Online Help
Oracle Applications M ® Help ® Window Help B ® Glossary Glossary

Using the Glossary
The glossary provides online Help information by topic, alphabetically. To open the glossary, first open Window Help. Click Glossary. Use the letters of the alphabet to quickly access a topic of interest. The information contained in the glossary is primarily reference, or brief descriptions of each topic. M ore detailed information on the topic can be found in Window Help.

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Accessing Online Help
Oracle Applications Library
Oracle Applications M ® Help ® Oracle Applications Library Oracle Applications Library

You can obtain or gain access to online Help for any Oracle Applications product and reference that product documentation online as well. How to Display Online Help for Any of the Oracle Applications Products · · · Click on a product of interest to display the contents (list of topics) for that product’s online documentation. Click a topic of interest to display a list of subtopics for the topic. Click a topic to display a window with Help on that topic. Use the buttons in the Help window to navigate the online Help.

Select Contents from the Help window to return to the main list of topics for this product at any time.

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Accessing Online Help
Learning About a Record
Oracle Receivables M ® Help ® About This Record About This Record

Learning About a Record
You can always display information about a record that has been previously saved. This record information includes who created the record, the date of creation, and the database table where the record resides. You can also learn who last changed the record using Oracle Applications, the date of the change, and that user’s logon.

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Accessing Online Help Online Information About Oracle Applications Oracle Receivables M ® Help ® About Oracle Applications About Oracle Applications You can obtain details about the version of Oracle Applications you are using. This information is useful if you have an error message and need assistance from your system administrator or Oracle Customer Support when you report a problem. your login information. and details regarding the current form you are using by using the online Help window. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 6-7 .

Codes that are prefixed by APP arise from Oracle Applications.Display Database Error Error Message Codes Generally. messages and errors are preceded by a message or error code. the underlying product that provides Oracle Applications with its graphical user interface. · · These codes help your system administrator or Oracle Customer Support expert diagnose the errors you encounter. · Codes that are prefixed by FRM arise from Oracle Forms. Codes that contain the prefix ORA arise from the Oracle database. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 6-8 .

Running Reports and Programs Chapter 7 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-1 .

Running Reports and Programs Section Objectives At the end of this section. you should be able to: · · · · · · Discuss the concurrent processing feature Submit a report or program Check the status of a concurrent request Cancel or change a request View the output of a concurrent request Running Reports and Programs using Vista Plus Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-2 .

Standard Request submission lets you satisfy a related set of business needs. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-3 . reports. View report output online. You can: · · · · · Use a standard interface to run your programs and reports.Reports and Programs Business Needs for Concurrent Processing and Standard Request Submission Concurrent processing helps you satisfy the following business needs: · · Continue working at your computer while running datadependent reports and programs. or request sets at specific time intervals. Fully use the capacity of your hardware by executing many application tasks at once. Control access to different reports and programs. View a log file that summarizes the completion information about all the reports and programs in a request set. Automatically run programs.

a parameter is a report variable whose value you can change each time you run a report. you might run an account balance report and change the account number each time you run the report. S tage A stage is a component of a request set used to group requests within the set. You submit the reports or programs in a request set all at once using one transaction. For example.Concurrent Processing Definitions Concurrent Request A concurrent request is a request that you submit to run a concurrent program as a concurrent process. All requests in a stage are run in parallel. You issue a concurrent request when you submit a report or program to run using Standard Request Submission or when you click an action button in a product-specific submission window. while the stages themselves are run sequentially in the request set. The account number is the parameter for the report. Request Set A request set is a collection of reports or programs that you group together. Parameter In Standard Request Submission (SRS). Concurrent Manager A concurrent manager is a component of concurrent processing that monitors and runs requests without tying up your computer. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-4 .

Not only can you control and change the number of copies to print. Using Concurrent Processing You can run a non-interactive. and meanwhile. An example. or choose to save the results of your concurrent request in a standard file format. You can see the results of a concurrent request without the delay of printing out the entire report or log file. but you can also choose to hold a request from being run. The concurrent manager would process the report. choose a specific date or time to start a request. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-5 . your terminal is still available for you to continue doing other work in Oracle Applications. which print style to use. you can complete non-interactive tasks without interfering with the interactive work that you perform at your terminal. Your system administrator can tailor concurrent processing to optimize the performance of Oracle Applications for you to ensure that your system is not overloaded with processing at any time. Oracle Applications runs all of its reports and programs as concurrent processes whether you submit them using the Submit Requests window.Concurrent Processing Concurrent Processing Options You can control and change certain run options for each of your concurrent requests. data-dependent function such as a report or program. or using a product-specific submission window. Online Request Review You can review the output and log files from your concurrent requests online. of concurrent processing occurs when you run a report that may take a large amount of computing resources or a long period of time to complete. simultaneously with online operations. With concurrent processing. and which printer to use.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-6 . A schedule can be as simple as submitting As Soon as Possible or it can involve using a more complex schedule that you define when you first submit your request and then the schedule may be used for other requests in the future. Completion options enable you to deliver notification to others using Oracle Workflow. Specifying completion options.Standard Request Submission Submit Request Flow Submit request Enter information Enter information May be required Optio nal Optional Parameter values Parameter values Define schedule Define Define completion Define completion Click Submit Click Submit Record request ID Record request ID Using Standard Request Submission (SRS) Using Standard Request Submission gives you control over how you can run your requests and request sets. · You can submit as many requests as you like from the Submit Request window. There are three elements involved in submitting a request: · · Selecting the request or request set to be submitted. and how many copies of the output you want to produce for each request. and specify which printers. Defining a submission schedule. You can even submit a request more than once if you want to run the same request with different parameter values.

Submitting a Request To submit a request. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-7 . The Submit a New Request window will automatically come up. or choose to submit a predefined group of requests by checking Request Set. navigate to the desired report through the Navigator window. Check the Request option to submit single requests. you can submit the same set of requests repeatedly using a single transaction. By using request sets.

The Parameters window closes and your parameter values are concatenated and displayed in the Parameters field. You must use the LOV button inside the window and not the one on the toolbar. you must click in the “Parameters” box for each report you would like to view or modify parameters for. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-8 . Enter the values in the required parameter fields and click OK.Submitting a Request Submit a New Request B ® OK Submit Request Window · Request Name: Select the name of the request (report or program) that you want to run from the list of available requests using the List of Values button inside the submit request window. · Parameters: A Parameters window will automatically appear if you select a request that requires parameter values. The prompts in the Parameters window are specific to the request that you select. If you are submitting a Request Set.

Specify additional people to notify upon completion of the report. To save your schedule. You can define your schedule to run a request as soon as possible. or define a new schedule. Submit Request: Use this button to submit your request with the concurrent manager.Submitting a Request Note that the responsibility you are using determines the request group and the requests that will appear in the list. select the “Save this schedule for use again later” check box. You can choose to re-use a schedule you previously defined and saved. .Specify whether you want to save the output of your report to a file so that you can view your report online. at a specific time. Buttons · S chedule: The scheduling window provides you with several scheduling options. and you can provide additional information in the Description field.Specify a printer to have the report sent to. or repeatedly at specific intervals. Copy a Prior Request: You can copy a prior request to take advantage of previously entered request submissions. . on specific days of the week or month. · Completion Options: The completion options window allows you to specify the following: . · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7-9 . You must also provide a unique name for each schedule you save.

Oracle Applications also assigns a new request ID number to each resubmission of a request and displays the request ID in the log file of the previous request.10 .Submitting a Request The Request ID Oracle Applications assigns a request ID to each request submission so that you can identify the results of the request when it is complete. You can use the request ID to query for your request output in the Concurrent Requests window. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 .

Oracle Applications M ® Help ® View My Requests Find Requests Use the Find Requests window to specify which requests you would like to view. or a specific request(s) based upon the criteria you specify in the specific requests region. Use the option buttons to choose whether you view only completed requests. programs. and request sets are run as concurrent requests in Oracle Applications. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . all requests.11 .Viewing Requests Since all reports. and you can change aspects of a request’s processing options. all requests currently running. you can navigate to the Request window to view the progress and output of all your concurrent requests.

check whether your request has run. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . diagnose errors.12 . or find the position of your request in the queues of available concurrent managers.Viewing Requests Find Requests B ® Find Requests Using the Request Window You can use the Request window (summary and detail) to view a list of all the submitted concurrent requests. change aspects of a request’s processing options.

If a request has not already run. Find Request: Displays the Find Request window to perform a search for additional requests. such as submission dates or scheduling information. View Details: Displays the Details window to view detailed information about your request. · · · · · · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Submit New Request: Displays the Submit Requests window to submit a new request to the concurrent manager. View Output: Displays an online format of your report. you can change selected fields so that the updated information will affect your request when it is run by the concurrent manager. such as when it ran and if it completed successfully. You could Hold or Cancel a request by using these buttons. Use this button to re-query the lines in the request table.13 .Viewing Requests Buttons You can click various buttons in this window to perform tasks relating to concurrent processing. View Log: Displays information about the request regarding arguments used and other technical information. Hold Request and Cancel Request: These buttons illuminate if the concurrent manager has not already begun running the program. Diagnostics: Displays diagnostic information about your request. · Refresh Data: The Requests window does not automatically refresh to display updated progress of your request.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 .14 .Four Phases of a Concurrent Request Four Phases of a Concurrent Request Inactive Pending Running Completed Concurrent Request Phase and Status Information The Concurrent Requests Summary window displays a phase and status summary for each concurrent request listed in the window. A concurrent request has a life cycle consisting of the following phases: · · · · Pending Running Completed Inactive During each phase. a concurrent request has a specific condition or status. The table lists each phase/status combination and describes its meaning in relation to a request.

Four Phases of a Concurrent Request Pending Phase Normal Waiting Standby Scheduled Logical database Pending Phase A program in the Pending phase can be in one of four statuses: · · · · Normal: The program is waiting for an available manager. Scheduled: The scheduled start of a program time has not yet elapsed. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Standby: A program is waiting for another incompatible program in the same logical database to complete. Waiting: A child program is waiting for a parent to mark it ready to run.15 .

Four Phases of a Concurrent Request Running Phase Normal Paused Resuming Terminating Running Phase A program in the Running phase can be in one of four statuses: · · · · Normal: Program is in process. Paused: A parent program is waiting for one or more child programs to complete. Terminating: The program is being terminated. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 .16 . Resuming: A parent program is continuing after the completion of one or more child programs.

Error: Program failed to complete successfully. Canceled: A pending or inactive program was canceled before it started.Four Phases of a Concurrent Request Completed Phase Normal Warning Error Terminated Canceled Completed Phase A program in the Completed phase can be in one of five statuses: · · · · · Normal: Program completed successfully.17 . Terminated: A running program was terminated. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Warning: Program completed successfully but with warning messages.

No M anager: There is no manager defined to run this type of request.Four Phases of a Concurrent Request Inactive Phase Disabled On Hold No Manager Inactive Phase A program in the Inactive phase can be in one of three statuses: · · · Disabled: The requested program has not been enabled for execution.18 . On Hold: The requested program has been placed on hold. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 .

click Cancel Request or Hold Request to either cancel the request or put the request on hold. click Cancel Request to terminate the request. If the request is in Running phase. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . click the Cancel Request button.Running Reports and Programs Requests Window B ® Cancel Requests With the cursor on the request you want to cancel. then Oracle Applications will automatically cancel all requests in the set. If the request is in Pending or Inactive phase.19 . If you cancel a request set.

You can change the start date and time for your request or request set. the number of copies you want to print. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . and whether Oracle Application saves your report output to an operating system file. If the request is Pending or Scheduled. you can change the printer.20 . You can also change resubmission options in this window. you can change how your request or request set runs and prints its output by using the Requests window · Click the Hold Request button to put your request on hold.Running Reports and Programs Requests Window B ® Hold Request B ® View Details Submit Requests Changing Request Options If your request or request set has not started running.

21 . Vista Plus in house testing indicated Netscape Navigator did a better printing job than M icrosoft Internet Explorer. However. Note: There are many factors that effect printing reports with Vista Plus. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Storing and Retrieving Reports Vista Plus N ® Browser ® URL ® User Name ® Password B ® Logon M otorola Vista Plus Java Client Printing Report(s) to a Local Printer Note: Oracle automatically places the report(s) that are to be printed in Vista plus after the report has been submitted in Oracle. drivers or browsers the results could be different.Printing. they did indicate that with different Windows versions.

com:7890/vista/index.com:7111/ICA/VistaPlusWindowsClient. Enter the following URL in the browser Address block: Vista Plus: http://nssvista. 2. Start Vista Plus as follows: · · Open a web browser.html Vista Plus for S pecial Forms (PO’s and Invoices) http://nsserp. Enter user name and password in appropriate fields.22 .mot. To obtain the best printing results print test report(s) until you determine the correct settings for your specific hardware software configuration.Printing. 1.mot.corp. Vista Plus N ® Select Responsibility B ® OK Change Group Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Click on Login button. 3. Storing and Retrieving Reports Note: M inimized browsers will have different printing results than maximized browsers.ica Note: Name and password are case sensitive.

Printing, Storing and Retrieving Reports
4. Select (highlight) responsibility. Note: Only reports assigned to the chosen responsibility will be shown. 5. Click OK button. Vista Plus N ® Open Report Folder Vista Plus Explorer: (your ID)

Note: To select another user group, click on second button (double heads) from the left on the tool bar. Or, select “File” and then “Change Group” from the pull down menu. Note: Closing report in File menu logs user off. 6. Choose the specific report to open and double click.

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Printing, Storing and Retrieving Reports
7. Use down arrow, lower left hand corner of screen to view report.

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Printing, Storing and Retrieving Reports
8. Local Print screen: Select one of the following options, to open Local Print screen. · · File menu: Select Local Print or Local Print button on Report Viewer toolbar.

Vista Plus N ® Page Range ® Page Size Options B ® OK Local Print

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· Zoom Factor: Enter a specific zoom setting if Fit to Page does not provide satisfactory printed results. 11. Selecting From allows specific pages of the report to be printed.26 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Page S ize Options: Select one of the following to obtain desired · Fit to Page: Automatically sizes the text to the page. OK: Click OK button. 10. Print screen opens. Storing and Retrieving Reports 9 Page Range option: Note: Selecting All prints the entire report. Note: Selecting Fit to Page requires paper size and orientation be entered in the Default to Size field.Printing. · Default to Size field: Enter paper size and orientation. Note: Finding correct zoom setting may require the printing of several pages until the correct results are obtained. Note: Vista Plus selects the zoom setting.

Printing. To select paper parameters. Select desired paper parameters. OK: Click OK button on S ap Document Properties screen and return to Print S creen. Storing and Retrieving Reports Vista Plus N ® Print ® Sap Document Properties ® Print B ® OK Print 12. 13. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . 14. S ap Document Properties screen opens.27 . Click on Properties.

Storing and Retrieving Reports Vista Plus N ® Name B ® OK Sap Document Properties 15. Note: Select print options as required. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . OK: Click OK button on Print screen to print page(s).28 . Name: Select printer in the Printer region.Printing. 16.

proceed as follows: 1. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 .Printing. Select report(s) to be retrieved.29 . Storing and Retrieving Reports Storing Reports Storing is an automatic function of Vista Plus. Repeat steps 1 through 5 of Printing Report(s) to a Local Printer above. Vista Plus N ® Reports ® List Online Generations ® Click B ® Restore Generations ® OK Generation List for: Retrieving Reports To retrieve (archive) one or more reports (report generations). 2.

7. Reports menu: Select List Online Generations Note: Generation List screen appears with online generations for the selected report. Generation List screen: Click on the Restore Generations button. M igration Results dialog: Check for status of report OK: Click OK to close the M igration Results dialog.30 . 6. Note: M ultiple reports are selected using standard Windows function of the Control or Shift key. Click on the report you want retrieved to select it.Printing. 5. 4. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 7 . Storing and Retrieving Reports 3.

Customizing the Presentation of Data Chapter 8 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-1 .

you can customize the presentation of data or fields. This lesson explains how to use these features to make your access to the system easier. you should be able to: · · · · · · Create a personal Navigator top ten list Save a document to your Navigator for easy access Customize the layout of data in a folder form Query records in a folder Use the folder tool palette M anage folder definitions Personalizing Your Access to Oracle Applications You can use several features of Oracle Applications to enhance your proficiency in the system. Additionally. By using special forms.Customizing the Presentation of Data Section Objectives At the end of this section. you can create a folder definition which you can specify query criteria and rearrange the layout of the form. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-2 . Use a Navigator top ten list to put your commonly used forms on your main menu or Navigator.

You can add a maximum of ten forms to the top ten list and you can create a different top ten list for each responsibility for which you have access. you can add them to a navigation top ten list located on the right side of the Navigator window. A top ten list is unique for the responsibility and user sign-on combination that you use.Customizing the Presentation of Data Navigator: Functions The Navigator Window If there are forms that you use frequently. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-3 . The top ten list displays your forms numerically so you can choose them instantly without having to search for them in the navigation list.

Customizing the Presentation of Data How to Create a Navigation Top Ten List · · · · Select a frequently used form from the navigation list by highlighting it in the Navigator window. Sometimes the form that you add changes names when it appears in the top ten listing. or Orders. Returns becomes Order Workbench. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-4 . Enter the top ten list number that precedes the form you want to open. Click Remove to remove a form from your top ten list. Click Add to add that form to the top ten list. An example is that Suppliers becomes Vendors.

Select the document from the list of documents displayed to go directly to the applications form window for that document.Customizing the Presentation of Data Some Oracle Applications enable you to save a document to the Navigator for easy access when you first log into the system. The Documents alternate region on the Navigator window will list those documents that you have saved. you can select it from the Navigator window and go directly to the window containing your document. How to Access a Document from the Navigator Window · · Select Documents from the alternate region displayed at the Navigator window. The Action menu on the Toolbar will illuminate the Save to Navigator option when it is available within your application. You can save up to 99 documents to your Navigator. This eliminates having to query the database to find your specific document. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-5 . Instead.

which defines the layout of your fields and the query criteria used to retrieve your subset of records. Although you have access to all of the records of a specific entity in a folder. You can identify a folder from a regular block by noting that an Open Folder button appears in the upper-left corner of a folder block. The Folder Tools When you navigate to a folder block.Oracle Applications Folders A folder is a special block in which the field and record layout can be customized. You can save your customizations to a folder definition. you can customize a folder to retrieve only a subset of records and display those records in a specific layout. Click this button to display the folder tools on your screen. the Folder Tools button becomes enabled on the Toolbar. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-6 . or that the Folder Tools button is enabled on the toolbar.

Menu Item New Open Save Save As Delete Show Field Hide Field Move Right Move Left Move Up Move Down Widen Field Shrink Field Change Prompt Autosize All Show Order By Vie w Query Reset Query Folder T ools Description Creates a new folder definition Opens a saved folder definition Saves changes to the current folder definition Saves the current folder definition to a new name Deletes an existing folder definition Displays a field that is currently hidden Hides the current field Moves the current field to the right Moves the current field to the left Moves the current field up (not always available) Moves the current field down (not always available) Increases the width of the current field Decreases the width of the current field Changes the prompt for the current field Adjusts all field widths proportionately to fill the window (T his cannot be undone without resizing each window.) Toggles the display of the Order By Buttons so you can specify the sort order for the first three field columns Displays the query criteria for the current folder definition Erases the current query criteria Displays the folder tool palette Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-7 .Folder Tools Menu You can customize the presentation of data in a folder using the Folder Tools menu.

the layout for the new folder definition replaces the layout for the current folder definition. When you open a new folder definition. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-8 .Customizing the Presentation of Data Oracle Applications M ® Folder ® New Folder Tools Window Folder Definitions In forms that are folder enabled. you can create and save new folder definitions or open and delete existing folder definitions.

Select the Autoquery frequency in which you want the folder to automatically query for a subset of records each time you open the folder definition. · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8-9 . Select Open as Default if you want this specific folder definition to open as your default each time you navigate to this folder for the first time after invoking the form. Select Public if you want other Oracle Applications users to have access to this folder definition. Enter a new and unique folder name.Customizing the Presentation of Data How to Create a New Folder Definition · · · Select Folder ® New.

Customizing the Presentation of Data Oracle Order Entry N ® Folder ® New Create New Folders Defining Query Criteria for a Folder One advantage of a folder is that you can customize it to display only the records you want to see.10 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 . You can easily define and alter the query criteria for any folder and save that criterion in a folder definition.

Select Folder ® Save As if you want to save these query criteria in a folder definition. Enter a name for the folder definition. · · · · When you save a folder definition. reset the query for the folder definition. If you want to perform a new Query-by. When you perform another query on that same folder definition. the query criteria is “locked in” to the folder definition. either by using Query Find or Query-by-Example. At least one record must be retrieved for the folder to memorize the query. Click OK when you are finished.Customizing the Presentation of Data How to Define Query Criteria for a Folder · Run the query that you want.11 . you actually query on the subset of records. Check Auto Query if you want this query to perform every time you open this folder definition. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 .Example on the complete set of records.

select Folder ® View Query. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 . To view the query criteria for a folder definition. but it will retain the current folder name and its field layout.Customizing the Presentation of Data Oracle Applications M ® Folder ® Reset Query Resetting the Query Criteria for a Folder Definition · Select Folder ® Reset Query. to clear the WHERE clause from the current folder definition.12 .

· · · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 . Select Folder ® Save or Folder ® Save As to save these query criteria to a folder definition. To alter the sorting order of data in a multiple-record folder definition. The Order By buttons appear beneath those fields that can be changed. select Folder ® Show Order By.Ascending . This menu item acts as a toggle switch to display the Order By buttons for the first three fields of a multiple-record folder block.13 .Unsorted Select Query ® Run to rerun the query in your folder definition to apply any ordering changes to the records.Customizing the Presentation of Data · Perform another query and select Folder ® Save to save the new query to your current folder definition. Click an Order By button to switch the fields to any one of three settings: .Descending .

give it a name and save it (without making any changes) before you create any new folder definitions. you can open the original folder definition by choosing it from a list of all your predefined folder definitions. you can recover the original default folder definition shipped with the product. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 . How to Recover the Original Default Folder Definition · · · · Select Folder ® Save As. This way. Note that if you like the original default folder definition. Clear Open as Default in the Save As window.Customizing the Presentation of Data Oracle Applications M ® Folder ® Save As Save Folder Recovering the Original Folder Definition for a Form Once you create a custom folder definition and make it the default.14 . Navigate to this form again to display the original default folder definition. Click OK when you are finished.

Or. Select a private or public folder definition from the list window that is displayed. · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 .Customizing the Presentation of Data Oracle Applications M ® Folder ® Open or Save or Save As To Open Another Folder Definition · Select M ® Folder ® Open to load a predefined folder definition.15 . and click OK to replace the current folder definition with the new folder definition. click the Open Folder button located in the upper left corner of the folder block.

16 . · If you modify a public folder definition in any way. If you save a folder definition to Open as Default and then open another folder definition and save that second definition also as Open as Default. you will be prompted to commit the changes. saving it makes it a private folder definition. the second definition is reset as the new default. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 .Customizing the Presentation of Data To Save Changes to a Folder Definition · Select Folder ® Save. to save any layout or query changes made to the current folder definition or choose Folder ® Save As to save the current folder definition under a new name. If there are any pending changes to the information in the folder.

If another user is referencing that folder definition as their Open as Default folder.Customizing the Presentation of Data Oracle Applications M ® Folder ® Delete Deleting a Folder Definition Select a folder definition from the list that is displayed and click OK to delete the definition.17 . Note that you can only delete folders you have created. that reference is deleted as well Motorola Internal Use Only Nav igating in Oracle Applications Release 11 8 .

Managing an Attachment to a Form
Chapter 9

Motorola Internal Use Only

Nav igating in Oracle Applications Release 11 9-1

Managing an Attachment to a Form
Section Objectives
At the end of this section, you should be able to: · · · · · · Identify the availability of attachments Attach a document to a record Copy an attachment from another record View an attached document Delete an attached document Use the fields in the Attachments window

Managing Attachments
You can attach or link data such as images, word processing documents, spreadsheets, or video to some Oracle Applications records. This section discusses how to manage these attachments to records.

Motorola Internal Use Only

Nav igating in Oracle Applications Release 11 9-2

The Attachment Icon

Identifying the Availability of Attachments
The toolbar Attachment icon indicates whether the Attachments feature is enabled in a form or block. When the button is disabled, the Attachments feature is not available. When the Attachments feature is enabled in a form or block, the icon becomes a solid paper clip. The icon switches to a paper clip holding a paper when the Attachments feature is enabled in a form block and the current record has at least one attachment.

Motorola Internal Use Only

Nav igating in Oracle Applications Release 11 9-3

Typically the sequence numbers are assigned in increments of 10. Each form that enables attachments must list the document categories it can access.Managing an Attachment to a Form Oracle Applications Select Attachments toolbar icon Attachments The Attachments Window There are several fields in the Attachments window in the M ain Alternative Region: · Seq: The sequence number drives the order the attachments are displayed in the attachments window. Category: This field indicates which forms can access the document. A M iscellaneous category will be assigned to each form registered for attachments to facilitate cross-form visibility of attachments. · Motorola Internal Use Only Nav igating in Oracle Applications Release 11 9-4 .

ras. jpeg. pcs. pict. cals. You must define your Web browser in the profile option Web Browser to view a Web page attachment. An image that an Oracle Form can display. · May Be Changed: This check box indicates whether you are able to edit the attachment. and T IFF. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 9-5 . including bmp. T ext stored in the database containing less than 2000 characters T ext stored in the database containing 2000 characters or more A URL reference that you can view with your Web browser. gif. jfif. Type File Image Short Text Long T ext Web Page Description A file stored in the database of any type. Data type: Select the Data type from the List of Values. pcd.Managing an Attachment to a Form Main Alternative Region · · Description: Text description of the attachment.

File system storage of images requires a shared file system that is accessible to all users and looks the same to all users. or select Custom to set your own percentage sizing. File · · File or URL: The address/location of the file. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 9-6 .Managing an Attachment to a Form Source Alternative Region · S torage: This field specifies where images are to be stored. you should not store an image on your local PC because another PC accessing the system will not be able to see your PC as its C:\ drive. Shrink to Fit will adjust the image to fit within the form. Use the M agnification pop-up list to choose from a list of percentages to enlarge or shrink the image. database storage of images will increase the amount of database space required for applications. Document Block: This displays the current document in the attachments region. Type Database Description Storing images in the database provides centrally accessible images without special file system setup. However. M ove the cursor into another field to see you image in the new scale. For example.

Managing an Attachment to a Form Viewing an Attached Document · · Click the Attachment icon on the Toolbar. Deleting an Attachment · To delete the attachment from the selected document. you merely remove the association between a record and a document. select M ® Edit ® Delete Record or click on the Delete Record icon on the toolbar. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 9-7 . Select the attachment you want to view by clicking the desired line item . The document itself is not removed from your file system or database. When you delete an attachment.The attachment appears in the document block.

query an existing document. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 9-8 . click Document Catalog. check one or more documents. and then click Attach 1.Managing an Attachment to a Form Oracle Applications Select Attachment toolbar icon B ® Document Catalog Document Catalog Oracle Applications keeps a catalog of documents that have been attached to applications data records. If the document you want to attach already exists within Oracle Applications. When the Document Catalog window opens. You can take advantage of this catalog if you want to attach an existing document to a second or subsequent data record.

1 .Viewing Common Forms Chapter 10 Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .

. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .2 . Sales Order information and Purchase Order Information Viewing Common Forms For each job role that you perform. There are many cases where “view only” access is given to information to support a user in the activities they perform.Order Entry .Bill Details . Item cost is not available under the “view only” access.Shipping. Some common “view only” forms include: · Item Information (Item Information Form) Available information includes item attributes and revisions. These activities are covered in the training materials for the specific areas where the activities are to be performed. there is a core set of activities you are responsible to perform. BOM information.Effectivity .Item Details .Viewing Common Forms Section Objectives At the end of this section. you should be able to: · View common forms including Item information. · Bills of M aterial (Indented Bills Form) Available information includes indented bill details starting at the first level of the bill of materials. Specifically.Quantities .

Backorder (where applicable) .Holds .Cycle Status Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . Scheduling Details for specific lines on this order .3 . The View Sales Order Form displays the following and more: .Details including Subinventory.Shipping Information (line level) . Locator or Lot information.Viewing Common Forms · Orders Summary (Orders Summary and View S ales Order Forms) Available information includes general sales order information via the Orders Summary Form and more detailed sales order information via the View Sales Order Form. The Orders Summary form is used more to find the desired sales order to view.

Options include: .Item Information Form Form Description This form is used to view an item's revisions. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . Find Item Information Window This form opens with a find window that is used to search for specific item information. · Organization: Select an organization for which to view item details. Caution: This option may be secured with Function Security. Enter any search criteria. · Organization S cope: Select an organization scope level. Defaults to log in organization.All: Displays item information for all organizations in which the item is enabled. categories.Single: Displays item information for your log in organization only.Single and Master: Displays item information for your log in organization as well as the item master organization. and attributes.4 . . you are locked out of the other options with function security. If you only have visibility to the Single Organization option. . All fields are optional.

as you will not have to scroll through all the item attributes to get to the information you want. Revision Button: Open the Item Revisions window. Categories Button: Opens the Item Categories window. If you want to view the item’s revisions or categories. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . · Group: Enter the attribute group you wish to view. organization level controlled attributes. Attributes Button: Opens the Item Attributes window. · · Attribute: Enter a selected attribute you wish to view. Control Level: Select to view either master item controlled attributes. Find Item Information Window: Buttons · · · · Clear Button: Clears the window.5 . or all. and then click on the Revisions or Categories button. you only need to enter in the Item. Description: Displays the item description based on the item selected. Attribute Display Region The fields in this region are optional.Item Information Form · · Item: Select an item number. Entering a specific group may speed your inquiry.

Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . By selecting an Organization Scope of "All" with an Attribute Display Group of Costing.Item Information Form Item Attributes Window The Attributes window is used to view an Item’s attribute values. The attributes can be viewed as an Attribute Group or a specific attribute can be viewed. All fields are display only. you will see all of the Costing attributes for each organization.6 .

your organization and the item's master organization.Item Information Form Item Revisions Window The revision window is used to view revision history for an item. A single organization. or all organizations will display based on the organization scope you selected. All fields in this region are display only. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .7 .

Again. you may view values for your organization. or all organizations.8 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .Item Information Form Item Categories Window The Item Categories window is used to view the category sets and category values your item is assigned. your organization and the item master organization. All fields are display only.

When accessed from the navigator screen. if applicable. An indented (multilevel. Current Revision. and Latest Revision default from the master item upon selection of the item. Select Region · Item: Enter item to view indented bill of material. Engineering Bill: Check to limit search to Engineering Bill of M aterials.Indented Bills Form Form Overview The Indented Bills form is used to view indented bills of materials. or exploded) manufacturing or engineering bill of material displays the structure of a manufacturing or engineering item. this forms opens with a find window. All fields are optional. · · Alternate: Enter an alternate item. Enter desired criteria. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . Find Indented Bills Window This form opens with a find window that can be used to search for specific indented bills.9 . The Description and UOM (unit of measure).

item seq. or Future and Current components effective as of the revision date you specify. . Planning %: Check to display planning percentages when calculating component quantities. Material Control: Check to display M aterial Control information. Order By: Select a sort option for each level of the bill.Operation seq. Cost type: Select the cost type. Cost: Check to display costing data. Select the desired bill that will be opened in the Indented Bills of M aterial window. · · · · · Find Indented Bills Window: Buttons · · Clear: Clears the find window. If more that one bill matches the entered criteria. View Lead Time: Check to display Lead Time information. This will activate the cost type field. Current. Find: Opens the Indented Bills window displaying entered item's attributes. a selection window pop ups displaying the bills.Indented Bills Form · · · · Revision: Current item revision.. Displa y Region Select a Display option: All. Defaults to current Date and time. operation seq. . Levels: Number of levels to display. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . Date: Enter a revision date for the Bill.. · · Implemented Only: Check to display only implemented components.10 . Quantity: Item quantities.Item seq.

Item. Effectivity. and Shipping. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .Indented Bills Form Indented Bills of Material Window The Indented Bills of M aterial window appears and displays the first level of the bill. Use the control buttons to expand or collapse portions of the indented bill. and Date fields default from the master item. The Components window contains the following alternative regions: Item Details.11 . You can only expand up to the explosion level indicated in the Find window. · Item: Displays component of bill. Bill Details. Quantities. Description. Alternate. · Level: Displays number of levels that connect component to bill. Order Entry. Revision.

Mutually Exclusive. Include in Ship Docs. Bill Details Alternative Region Items S eq. Revision. TO (date and time). and Basis fields are displayed. Yield. Implemented. ATP.12 . Operation Seq. and Extended Quantity fields are displayed. Planning %. Effectivity Alternative Region From. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . Maximum Quantity. Minimum Quantity. Required To Ship.Indented Bills Form Item Details Alternative Region Each Component’s Description. Quantity. Alternate. Engineering Bill. and Engineering Change Order (ECO) number fields a re displayed for each component. Order Entr y Alternative Region Optional. S tatus. and Engineering Item fields are displayed. Quantities Alternative Region UOM. and Comments fields are displayed for each component. Shipping Alternative Region Shippable. and Required for Revenue fields are displayed. Type.

This window may be skipped by selecting the New Order or New Return button.Orders Summary Form Form Description This form is used to search for orders in order to perform a variety of functions in other forms.13 . All fields are optional. Find Orders Window This window is used to query one or more sales orders based on any combination of criteria. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .

Requisition Number .PO Number .Booked .Order Category .Ship To Location .Customer Number .Created By .Orders Summary Form Main Alternative Region Enter the appropriate search criteria from any the following fields and click the Find button: .Bill To Location Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .Order Dates . Choose one or all of the following: .Partial .Check this box to choose any one or combination of statuses to query orders.Entry S tatus: .Customer PO .Order Source .Salesperson .Entered .Customer Name .Order Number .Order Type .14 .

Serial Numbers .Freight Carrier .Pick Slip .Warehouse .Lot Number .WIP Job .15 . More Alternative Region This region may be used to further narrow your search. .Include Cancelled Orders Find Orders Window: Buttons · New Order Button: Opens a blank Sales Order form in order to create a new sales order. Reference Sales Order Form [NAV06009] · Open Button: Opens the Sales Order form in order to view or modify an existing sales order Reference Sales Order Form [NAV06009] · Find Button: Initiates the search and opens the Orders Summary window.Item . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .Include Closed Orders .Orders Summary Form Shipping.Freight Terms .

Orders Summary: Buttons From the Orders S ummary form you may initiate the following activities for a particular sales order: · Copy Button: Opens the Copy Orders form in order to use an original sales order or return as the basis for a new order or return. Additional header-level details for each sales order may be seen by scrolling to the right in this form. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .Orders Summary Form Orders Summary Window This window displays all orders that matched the search criteria. Reference Copy Orders Form [NAV06003] · Approve Button: Opens the Approve Orders form in order to allow an order to pass through an approval. All fields are display only.16 . Reference Approve Orders Form [NAV06058] · S chedule Button: Not used due to the automated ATP process.

Reference View Sales Orders Form [NAV06059]. Reference Sales Order Form [NAV06009] · Open Button: Opens the Sales Order form in order to view or modify an existing sales order Reference Sales Order Form [NAV06009] Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .17 . and Closed. Reference Cancel Orders Form [NAV06002] · Hold Button: Opens the Apply Holds form in order to place an order on Hold. · View Button: Opens the View Sales Order form which displays detailed information about the current status of this order. and then select Cycle Status from the bottom of the next form. Reference Apply Holds Form [NAV11704] You may also see if an order or return is currently on hold by looking to see if the On Hold box at the right of each row is checked.Orders Summary Form · Cycle Status Button: Displays the cycle status of an entire order. for details regarding the Cycle S tatus Button. select the View button at the bottom of this form. The order-level cycle status typically includes just when the order is Entered. Reference View Sales Orders Form [NAV06059] · Cancel Button: Opens the Cancel Orders form in order to cancel an order or line. Booked. To view the detailed cycle status of the lines on the order. Reference Returns Form [NAV06014] · New Order Button: Opens a blank Sales Order form in order to create a new sales order. · New Return Button: Opens the Returns form in order to create a new return order.

· Order Number: Query an existing order. such as the Orders Summary form. Lines Alternative Region This region displays details associated with each line on the sales order. If entering this form through another form. The header region contains information related to this particular sales order. all information will default based on the previously selected order.View Sales Orders Form Form Description This form is used to view information related to each of the lines on the sales order by either selecting the buttons at the bottom of the form or navigating through the remainder of the alternative regions. View Orders Window The fields are display only.18 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .

The Deliveries button at the bottom of the form will bring you to the Deliveries to View window. View Orders: Buttons The buttons at the bottom of the form manage the following activities for an individual order line. (see form in a later section of this document) · Cycle Status Button: Opens the Cycle Statuses window. Shipping Button: Opens the View Shipping Lines window. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . Review the Scheduling Details for specific lines on this order. To view the shipping information for all the lines on the order at one time. M any of these buttons are repeated throughout the form: · · Holds Button: Opens the View Holds window. Deliveries Alternative Region This region displays details about the Deliveries such as Waybill Number. This includes the Subinventory.View Sales Orders Form Transaction Alternative Region This region displays additional information from the invoice or credit memo. · · Backordered Button: Opens the Backordered Picking Lines window. Freight Carrier and Bill of Lading. use the Deliveries button in the Deliveries Alternate Region. Invoices / Credit Memos Alternative Region This region displays invoice and credit memo information associated with the order being viewed. Locator or Lot information. Details Button: Displays the line details with shipping information. This information can also be viewed via the S hipping Lines alternate region.19 .

This provides a history of the activity on this order.View Sales Orders Form View Holds Window This window displays hold activity for this sales order line including current holds as well as any holds that have been released.20 . Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . and what might have kept the order from getting shipped.

This window also has the Pick Slip number and the Picking Batch number that is needed to reprint the pick slip. For example: the Waybill number and Freight Carrier information can be retrieved from this window. If the line had not been shipped as yet. This window is useful for the shipping department or for anyone needing the shipping information.21 . the window would not show any information.View Sales Orders Form View Shipping Lines Window This window is used to show the shipping information for the selected order line. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .

The information displayed is updated as the order becomes eligible for the next Cycle Action. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 .View Sales Orders Form Backordered Picking Lines Window This window displays the backorder information for a selected line.22 .

View Sales Orders Form Cycle Statuses Window This window displays the Cycle Status from both the Line Level and Order Level cycle status. In addition to the buttons at the bottom of the View Orders form.23 . you can also view additional information about the order lines from the alternate regions. The Holds button on the bottom of this form takes you to the View Holds window. Motorola Internal Use Only Nav igating in Oracle Applications Release 11 10 . This is valuable to quickly review data about holds that might be stopping a line from proceeding through its cycle action steps. This provides a detailed look as to exactly where that particular sales order line is in following its required order cycle.