Professional Documents
Culture Documents
TABLE OF CONTENTS
Table of Contents......................................................................................... .....2
Overview.................................................................................... ......................4
About this Guide......................................................................................... ......4
Signing on........................................................................................................5
Responsibility...................................................................................................6
The Personal HomePage...................................................................................7
The MDI Window.......................................................................................... .....8
The Navigator Window.....................................................................................9
Functions Tab................................................................................................9
Top Ten List.............................................................................................. .10
List of Values................................................................................ ............10
Documents Tab.......................................................................................... ..11
Menu and Toolbar...........................................................................................12
Pull-Down Menus.........................................................................................12
Tools > Close Other Forms.............................................................................. 13
Toolbar Icons...............................................................................................13
Keyboard Shortcuts........................................................................................15
Complete list of keyboard shortcuts...............................................................16
Retrieving Data..............................................................................................17
Query.................................................................................. .....................17
Using the Find Mode....................................................................................17
Query Mode............................................................................................. .18
Using the Query Mode.................................................................................18
Query Mode Operators.............................................................................19
Entering Data.................................................................................................20
Color Coded Fields.................................................................................. .....20
Using a List of Values..................................................................................21
Power List:........................................................................................... ........25
Using the Calendar Window........................................................................25
Using Flexfields..............................................................................................26
Key Flexfields..............................................................................................26
Descriptive Flexfields..................................................................................27
Accessing Online Help....................................................................................28
Help Menu.................................................................................. .................28
Display Database Error...................................................................................29
Running Reports and Programs......................................................................30
Concurrent Processing............................................................................... ..30
Submit Requests......................................................................................30
View Requests................................................................................................35
Creating a Folder............................................................................. ...............39
Defining Query Criteria............................................................................40
Folder Tools.................................................................................................41
Personal Profile..................................................................................... ..........42
Exporting Data...............................................................................................43
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Oracle 12i Basic Navigation
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Oracle 12i Basic Navigation
OVERVIEW
This training course is intended for all end users as a prerequisite to any
applications course.
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Oracle 12i Basic Navigation
SIGNING ON
• Enter your Username and Password and then choose Connect to access
the Oracle Applications. Use the Tab key to move between fields.
• You can change your initial password and update it periodically. Note that
your password does not display as you type; this prevents others from
seeing it. Keep your password confidential to prevent unauthorized
access to your business data.
• Your System Administrator assigns Usernames and the initial Password.
When you sign on for the first time, a window will appear showing that
your initial password is expired. You can then set up your own password.
• You can reset your password through the Edit Menu in the Navigator
Window, which we will introduce later. System Administrator can also
reset your password should you forget it.
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Oracle 12i Basic Navigation
RESPONSIBILITY
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Oracle 12i Basic Navigation
The Personal Homepage has been added in 12i in order to provide a single
point of login for a user. Once a user is logged into the Personal Homepage
they do not need to log in again to access either the Forms-based
Applications or the Self-Service Web Applications.
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Oracle 12i Basic Navigation
Message Line
• Oracle Applications display pertinent information for processing your form,
including error messages.
Record Indicator
• Display the information about how many records are retrieved in your
query and which record is currently opened. For example, in the above
screen you are in the second record of a total of 167.
Status Line
• Oracle Applications displays status information.
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Oracle 12i Basic Navigation
Functions Tab
• The Forms tab is used to navigate to the forms. You can access the
Navigator anytime from the View – Show Navigator menu or press the
Show Navigator button on the toolbar .
• You navigate to the sub-menus and forms displayed in the left-hand side
of the window. The buttons below expand or collapse the hierarchical list
of menus.
• At the top of the navigation window are two fields that help identify a
selection. The top field displays the name of the currently selected item.
The lower field displays the description of current selection.
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Oracle 12i Basic Navigation
• Items with a “+” sign are menus that can be expanded to a lower level.
Buttons below the left side expand and contract the menus:
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Oracle 12i Basic Navigation
Documents Tab
The Documents tab is used to display links to documents used frequently.
• The Rename button allows you to remain the document link in the
Navigator Documents region.
• The Remove button allows you to remove the document link from the
Navigator Documents region.
• The Open button opens the document in the respective Oracle Application
form. You can also double-click on the document link icon to open.
• Select File > Place on Navigator menu item to place a document in the
Navigator Documents region. Forms that do not support adding
documents to the navigator will not have the 'Place on Navigator' menu
option enabled.
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Oracle 12i Basic Navigation
View Tools
·Show Navigator ·Product specific entries, or may be disabled if no entiries
·Zoom exist.
·Find: Display the Find window to retrieve records
File ·Find All: Retrieve all records
·New ·Query by Example
·Open -Enter:Invoke 'Enter Query' mode to enter search criteria
·Save: Saves any pending changes in current form -Run: Execute the query-by-example
·Save and Proceed: Saves any pending changes, and -Cancel: Cancel the query-by-example by exiting from Window
returns form to state where next transaction can be started 'Enter Query' mode ·Cascade:Display any open windows in a "cascaded" or
·Next Step -Show Last Criteria: Recover the search criteria used in stair stepped fashion
·Export: Export information in folder form to a file the previous query-by-example ·Tile Horizontally: Display any open windows in a tiled
·Place on Navigator: Place the document in the navigator -Count Matching Records: Count the number of records horizontal (non-overlapping) fashion
window under the documents tab that would be retrieved if you ran the current query-by- ·Tile vertically: Display any open windows in a vertical (non-
·Log onas a different User: Display the sign on window example verlapping) fashion
·Switch Responsibility: Change your responsibility ·Record: First: Move the cursor to the first record ·Forms Currently Open in Oracle Applications: Each form
·Print: Print the current window Last: Move the cursor to the last record open in Oracle Applications wil be listed numerically
·Close Form: Close current window ·Translations: Display the Translations window
·Exit Oracle Applications: Quit Oracle Applications ·Attachments: Display the Attachments window
·Summary/Detail: Switch between the summary and detail
views of a combination block
·Requests: Show the status of your Concurrent Requests
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Oracle 12i Basic Navigation
Toolbar Icons
In addition to the pull-down menu, you can also invoke the same menu
options by selecting buttons from the toolbar.
• The toolbar provides the most commonly used actions on the menu with
icon buttons.
Edit Field – Displays the Editor window for the current field
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Oracle 12i Basic Navigation
KEYBOARD SHORTCUTS
You may choose, for convenience, to use function keys instead of the menus
or the toolbar. Almost everything that can be done with the mouse can also
be done with the keyboard. All the shortcuts are listed in the pull-down
menu under
• Help>Keyboard Help.
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Oracle 12i Basic Navigation
Function Keys
Block Menu Ctrl + B
Clear Field F5
Clear Block F7
Clear Form F8
Clear Record F6
Save Ctrl + S
Count Query F12
Delete Record Ctrl + Up
Display Error Shift + Ctrl +E
Down Down
Duplicate Field Shift + F5
Duplicate Record Shift + F6
Edit Ctrl + E
Enter Query F11
Execute Query Ctrl + F11
Exit F4
Help Ctrl + H
Insert Record Ctrl + Down
List of Values Ctrl + L
List Tab Pages F2
Next Block Shift + PageDown
Next Field Tab
Next Primary Key Shift + F7
Next Record Down
Next Set of Records Shift + F8
Previous Block Shift + PageUp
Previous Field Shift + Tab
Previous Record Up
Print Ctrl + P
Return Return
Scroll Down PageDown
Scroll Up PageUp
Show Keys Ctrl + K
Up Up
Update Record Ctrl + U
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Oracle 12i Basic Navigation
RETRIEVING DATA
Query
In Oracle Application forms, you may use a Query to locate specific records or
sets of records for display and modification. There are two ways to create
queries (Find Mode and Query Mode)
Find Mode
To query for records in your current block or window, use the Find window.
The window contains fields for entering search criteria.
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Oracle 12i Basic Navigation
Query Mode
Query by example. You can retrieve a group of records based on more
sophisticated search criteria. You can use Query mode to specify complex
criteria in most of the fields of your current block.
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In addition, if you don’t need to retrieve all the data, but only want the
number of records that match your search criteria, you can simply perform
View > Query By Example > Count Matching Records to save time.
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Oracle 12i Basic Navigation
ENTERING DATA
Color Coded Fields
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Oracle 12i Basic Navigation
List of Values is one of the most important and convenient features in Oracle
Applications. It provides you with a powerful, easy-to-use data entry method
that increases your accuracy and productivity. Oracle Applications notifies
you when a list of acceptable values is available for a field by displaying the
LOV icon in the field. You can also press Ctrl + L to invoke the list of values.
Let’s go over an example.
• Example: You are trying to enter the data in an Oracle Form, If you want
to enter the Supplier name, put your cursor in the Supplier field, the List of
Values icon (…) appears next to the Supplier field. Click the List of Values
icon next to the field or press Ctrl + L.
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Oracle 12i Basic Navigation
• After you click the icon or press Ctrl + L, you see a window that asks you
to enter a partial value to see a limited list or keep the “%” to find all the
Supplier names.
• Note: This partial value window only appears in fields that may have a
long list of values. In some fields you will go straight to the next window.
• If you keep only the wildcard “%” and select Find, you will get the whole
list:
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Oracle 12i Basic Navigation
• If you type an “A” in front of the “%” and then hit Find or press Enter, only
Supplier Names that start with “A” will display:
• If you keep only the wildcard “%” and select Find, you will get the whole
list
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Oracle 12i Basic Navigation
Note: In some screen fields you may need to move the cursor out of the Find
field, by clicking once on the first record on the list, for power reduction to
work.
• If you need to initiate a query to look for specific information in the query
window, type what you are trying to query with ‘%” sign. Example above:
You clicked in ACCOUNT field but need to see all accounts where the
description has loan. Since you are trying to find the appropriate account
number for type in “%LOAN%” and click Find. The window will display all
the records that have the letters “LOAN” in the Description field.
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Oracle 12i Basic Navigation
Power List:
The Power List feature provides you an even faster method of data entry. If a
field displays a List of Values icon and you know the value you want, simply
enter the first few characters of the value and press Tab. Power List will
complete the entry for you or bring up the LOV window with all records that
match the characters entered.
You can use List of Values to display the Calendar Window and enter values in
date fields.
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Oracle 12i Basic Navigation
USING FLEXFIELDS
Key Flexfields
A Key Flexfield is a pre-defined flexfield for certain key data elements, such
as Account Code, Item Numbers, Asset Categories, etc. The number and
characteristics of the segments comprising a Key Flexfield can be
customized.
In a Key Flexfield window, use the LOV icon, , next to the field to help you
enter the data. The Combinations button will display all valid segment
combinations for the flexfield, and the LOV icon will display just the value for
the segment containing the cursor.
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Oracle 12i Basic Navigation
Descriptive Flexfields
A Descriptive Flexfield is a user-definable flexfield where you can capture
additional information that Oracle Applications has not already provided and
tailor the system to meet the needs of your business. Descriptive Flexfields
are provided in most screens and indicated by square brackets [].
Note: You can only use a Descriptive Flexfield if your System Admin has
defined it.
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Oracle 12i Basic Navigation
The Online Documentation and Help features can greatly enhance your ability
to understand how to accomplish tasks using Oracle Applications. You can
also determine how to identify the user responsible for the entry or
maintenance of the record for further clarification of a business issue.
Help Menu
• Select Help > Window Help. A Help window is displayed through your
web browser tool, providing information and a list of topics associated
with the current application window.
• You can display online help for any Oracle Applications product listed in
the navigation frame on the left side of the window.
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Oracle 12i Basic Navigation
This option under the Help menu, Help > Diagnostics > Display Database
Error, gives you recent errors. Errors prefixed by FRM arise from Oracle
Forms, errors prefixed by ORA arise from the Oracle Database, and errors
prefixed by APP arise from the Oracle applications.
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Oracle 12i Basic Navigation
Concurrent Processing
Submit Requests
• The path to run a new request varies between applications. Some of
the navigation paths are listed below. Once you navigate to the right
option, the Submit a New Request window appears.
• Check the request option to submit a single request or a request set,
which is a predefined group of requests. You can submit as many
requests as you like from the Submit Request window. You can even
submit a request more than once if you want to run the same request
with different parameters.
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Oracle 12i Basic Navigation
After checking the type of request you want to run in the previous window,
you will see the Submit Request window:
In this window, you select the request you wish to run and then set
Parameters, Schedule, and Completion Options for it. Each of these functions
is discussed in the following pages.
Note: To exit from this screen without submitting a request, you must
click the Cancel button.
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Oracle 12i Basic Navigation
After you enter all the parameters and options, click Submit Request to run
you requests.
Note: A Parameters window automatically appears if you select a
request that requires parameter values. Some of the parameters may
be mandatory to run certain reports
Note: You can use LOV in most of the parameter fields, but the
Calendar function is not available in this window.
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Oracle 12i Basic Navigation
The Schedule option helps you define a submission schedule. You can define
your schedule to run a request ASAP, at a specific time, or repeatedly at
specific intervals, on specific days of the week or month.
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Oracle 12i Basic Navigation
Completion Options enables you to set the printing style, assign printers, and
enter number of copies to print. You can submit a report to multiple printers
and notify users that a report has been printed. In Oracle Applications, all of
the above printing options can be set at application, responsibility, or user
level.
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Oracle 12i Basic Navigation
VIEW REQUESTS
Since all reports, programs, and requests are run as concurrent requests in
Oracle Applications, you can navigate to the Requests window to view the
progress of all of your concurrent requests.
• Navigate to the Request window through View > Requests, and you will
see a Find Requests window.
• Enter specific criteria in the Find Requests window and click Find
• A Requests window with all the requests you queried will appear:
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Oracle 12i Basic Navigation
• The Requests window displays a phase and status for each concurrent
request listed. A concurrent request has a life cycle consisting of the
following phases: pending, running, completed and sometimes, inactive.
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Oracle 12i Basic Navigation
Note: If a request ends with a status of “error”, you should first view
the log file to determine the cause of the problem.
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Oracle 12i Basic Navigation
You can click on various buttons in this window to perform tasks relating to
concurrent processing:
• Refresh Data: Use this button to refresh the data in order to display
updated progress of your requests.
• Find Requests: Use this button to search for additional requests.
• Submit a New Request: Use this button to submit a new request.
• View Details: Use this button to view detailed information about your
requests, for example, submission date and scheduling.
• Diagnostics: Displays diagnostic information such as when it ran and if
it completes successfully.
• View Output: Displays an online view of your report.
• View Log: Displays the log file containing information regarding
arguments used and other technical information.
• Hold Request: Place a request on hold that has a status of Inactive or
Pending.
• Cancel Request: Cancel a request that has a status of Inactive, Pending
or Running.
• Reprint: You can reprint a report that has already been run by selecting
the Reprint option under the Tools Menu in this window.
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Oracle 12i Basic Navigation
CREATING A FOLDER
• Select Folder > New. You will see a Create New Folder window.
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Oracle 12i Basic Navigation
• One advantage of a folder is that you can customize it to display only the
records you want to see. You can easily define and alter the query criteria
for any folder and save those criteria in a folder definition.
• Run the query that you want by either Find Mode or Query Mode. At least
one record has to be retrieved for the folder to memorize the query.
• Select Folder > Save to save this query in a folder definition.
• You can reset the query criteria by selecting Folder > Reset Query.
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Oracle 12i Basic Navigation
Folder Tools
Click the folder tools button, , on the toolbar for the Folder Tools window:
You can also use the options in the Folder pull-down menu.
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Oracle 12i Basic Navigation
PERSONAL PROFILE
The form will initially list all the available profiles: Profile Name, the system
Default Value and the User Values, if any exist. The System Administrator
administers the default values and the authorities of all the Profiles; however,
if the User Value field is white, it is allowed for update. The navigation path
to personal profile is different in each application.
There are two Profiles that may be changed immediately after a user has
been set up: Printer and Concurrent:Report Copies.
• The profile Printers identifies the printer to which your reports will be sent
by default. Place the cursor in this User Value zone to display all the
available list of valid printer IDs. Select the required printer.
• The Concurrent:Report Copies profile sets the default number of copies of
your reports to be printed.
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Oracle 12i Basic Navigation
EXPORTING DATA
• Select the data you would like to export. The following is an example of
exporting data from Accounts Payable.
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Oracle 12i Basic Navigation
• Internet Explorer will be started and the following window will appear.
Note: If you do not receive the ‘File Download’
window, hold your [Ctrl] key down. The cause
could be related to pop up blocker.
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Oracle 12i Basic Navigation
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Oracle 12i Basic Navigation
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Oracle 12i Basic Navigation
Open file. Note: If you do not see the file, from Excel> Open> confirm your
[file type as] is Text File.
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Oracle 12i Basic Navigation
Follow Text Import Wizard to view data. For assistance on the Text Import
Wizard, contact your Technical Support team. Note; the ‘break lines’ should
line up with the end of the data field. The ‘break lines’ turn into Excel
columns.
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Oracle 12i Basic Navigation
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Oracle 12i Basic Navigation
The Applet Viewer will still be open, click the X in the upper right-hand corner
to close.
The user's Personal Homepage will still be open as well. Select a link from the
Homepage or exit the Homepage by selecting File > Exit from the browser
drop-down menu.
Caution
A user is still logged in until the Personal Homepage is closed. If a user exits
the Self-Service Web Applications, the Personal Homepage will close
automatically.
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