Navigating Oracle

Applications Release 11i

Student Guide

14468GC20
Edition 2.0
April 2004
D39159

Copyright Oracle Corporation, 2004. All rights reserved.

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Author
Kathleen Helbling, Deborah Steffen
Technical Contributors and Reviewers
Ray Kuzemchak, Terri North, Peter Wallack, Millie Wang
This book was published using:

oracletutor

Table of Contents
11i Navigating Oracle Applications............................................................................................................... 1-1
11i Navigating Oracle Applications.............................................................................................................. 1-2
Course Objectives ......................................................................................................................................... 1-3
Oracle Applications Data Flow..................................................................................................................... 1-4
Logging On and Off Oracle Applications ..................................................................................................... 2-1
Logging On and Off Oracle Applications ..................................................................................................... 2-2
Objectives ..................................................................................................................................................... 2-3
Logging On to Oracle Applications .............................................................................................................. 2-4
Personal Homepage to Applications ............................................................................................................. 2-5
Responsibility Relationships: Many to One.................................................................................................. 2-6
Responsibility Relationships......................................................................................................................... 2-7
Choosing a Responsibility ............................................................................................................................ 2-8
Navigator ...................................................................................................................................................... 2-9
Navigator Region Tabs ................................................................................................................................. 2-10
Expanding or Collapsing the Navigation List ............................................................................................... 2-12
Expanding or Collapsing Several Items ........................................................................................................ 2-13
Logging Off of Oracle Applications ............................................................................................................. 2-14
Practice - Logging On and Off.................................................................................................................. 2-15
SOLUTION Logging On and Off .......................................................................................................... 2-16
Summary....................................................................................................................................................... 2-18
Using Forms and Menus................................................................................................................................. 3-1
Using Forms and Menus ............................................................................................................................... 3-2
Lesson Objectives ......................................................................................................................................... 3-3
Navigator Window........................................................................................................................................ 3-4
Form Terminology ........................................................................................................................................ 3-5
Terminology Review Questions.................................................................................................................... 3-9
Terminology Review Solutions..................................................................................................................... 3-10
Field Colors................................................................................................................................................... 3-11
The Toolbar................................................................................................................................................... 3-12
The Toolbar Icons ......................................................................................................................................... 3-13
Toolbar Review............................................................................................................................................. 3-17
Toolbar Review Solutions............................................................................................................................. 3-18
Keyboard Shortcuts....................................................................................................................................... 3-19
Menus and Special Areas .............................................................................................................................. 3-20
File Menu ...................................................................................................................................................... 3-21
Edit Menu ..................................................................................................................................................... 3-23
View Menu ................................................................................................................................................... 3-25
Folder Menu.................................................................................................................................................. 3-27
Tools Menus ................................................................................................................................................. 3-28
Window Menu .............................................................................................................................................. 3-29
Help Menu .................................................................................................................................................... 3-30
Commonly Used Commands ........................................................................................................................ 3-31
Review Question ........................................................................................................................................... 3-32
Review Solution............................................................................................................................................ 3-33
Changing Your Password.............................................................................................................................. 3-34
Switch Responsibility ................................................................................................................................... 3-35
Demonstration............................................................................................................................................... 3-36
Practice - Using Forms and Menus ........................................................................................................... 3-37
SOLUTION Using Forms and Menus ................................................................................................... 3-38
Summary....................................................................................................................................................... 3-40
Entering Data Using Forms ........................................................................................................................... 4-1
Copyright 2004, Oracle. All rights reserved.

Navigating Oracle Applications Release 11i Table of Contents

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Entering Data Using Forms........................................................................................................................... 4-2

Lesson Objectives ......................................................................................................................................... 4-3
Creating New Records .................................................................................................................................. 4-4
Deleting Records........................................................................................................................................... 4-5
Using a List of Values................................................................................................................................... 4-6
LOV Shortcuts .............................................................................................................................................. 4-7
AutoSelection and List Search ...................................................................................................................... 4-8
Long-List Fields............................................................................................................................................ 4-10
Using Calendars ............................................................................................................................................ 4-11
Calendar Time............................................................................................................................................... 4-12
Using the Editor ............................................................................................................................................ 4-13
Clearing Data ................................................................................................................................................ 4-14
Copying Data from a Record ........................................................................................................................ 4-15
Saving a Record ............................................................................................................................................ 4-16
Practice - Entering Data Using Forms....................................................................................................... 4-17
SOLUTION Entering Data Using Forms............................................................................................... 4-18
Summary....................................................................................................................................................... 4-20
Searching for Data Using Forms ................................................................................................................... 5-1
Searching for Data Using Forms................................................................................................................... 5-2
Lesson Objectives ......................................................................................................................................... 5-3
Searching for Information ............................................................................................................................. 5-4
How to Use Find Mode................................................................................................................................. 5-5
Using the Find Window ................................................................................................................................ 5-6
Specifying Complex Search Criteria............................................................................................................. 5-7
Using Query Mode........................................................................................................................................ 5-8
Query Operators............................................................................................................................................ 5-9
Query Versus Find ........................................................................................................................................ 5-10
Retrieved Records ......................................................................................................................................... 5-11
Practice - Searching for Data Using Forms............................................................................................... 5-12
SOLUTION Searching for Data Using Forms ....................................................................................... 5-13
Summary....................................................................................................................................................... 5-14
Accessing Online Help .................................................................................................................................... 6-1
Accessing Online Help.................................................................................................................................. 6-2
Lesson Objectives ......................................................................................................................................... 6-3
Using Window Help ..................................................................................................................................... 6-4
Using Online Help ........................................................................................................................................ 6-5
Searching for Help Information .................................................................................................................... 6-6
Review Question ........................................................................................................................................... 6-7
Review Question Solution ............................................................................................................................ 6-8
Review Question ........................................................................................................................................... 6-9
Review Question Solution ............................................................................................................................ 6-10
Search Syntax................................................................................................................................................ 6-11
Oracle Applications Library.......................................................................................................................... 6-12
Review Question ........................................................................................................................................... 6-13
Review Question Solution ............................................................................................................................ 6-14
Error Messages.............................................................................................................................................. 6-15
Record History .............................................................................................................................................. 6-16
About Oracle Applications............................................................................................................................ 6-17
Practice - Accessing Online Help ............................................................................................................. 6-18
SOLUTION Accessing Online Help...................................................................................................... 6-19
Summary....................................................................................................................................................... 6-21
Running Reports and Programs .................................................................................................................... 7-1
Running Reports and Programs .................................................................................................................... 7-2
Lesson Objectives ......................................................................................................................................... 7-3
Concurrent Processing and Standard Request Submission ........................................................................... 7-4
Copyright 2004, Oracle. All rights reserved.

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Definitions .................................................................................................................................................... 7-5

Using Concurrent Processing........................................................................................................................ 7-7
Submit Request Flow .................................................................................................................................... 7-8
Submitting a Request .................................................................................................................................... 7-9
Submission Schedule .................................................................................................................................... 7-10
Upon Completion.......................................................................................................................................... 7-12
Requests ........................................................................................................................................................ 7-13
Reprint .......................................................................................................................................................... 7-14
Defining a Request Set.................................................................................................................................. 7-15
Request Set Stages ........................................................................................................................................ 7-16
Request Set ................................................................................................................................................... 7-17
Stages ............................................................................................................................................................ 7-19
Requests in a Stage ....................................................................................................................................... 7-20
Request Parameters ....................................................................................................................................... 7-21
Link Stages ................................................................................................................................................... 7-23
Example of Assigning Request Sets ............................................................................................................. 7-24
Finding Requests........................................................................................................................................... 7-25
Requests ........................................................................................................................................................ 7-27
Four Phases of a Concurrent Request ........................................................................................................... 7-29
Pending Phase ............................................................................................................................................... 7-30
Running Phase .............................................................................................................................................. 7-31
Completed Phase........................................................................................................................................... 7-32
Inactive Phase ............................................................................................................................................... 7-33
Canceling or Holding Requests..................................................................................................................... 7-34
Changing Request Options............................................................................................................................ 7-35
Practice -Running Reports and Programs ................................................................................................. 7-36
SOLUTION Running Reports and Programs......................................................................................... 7-37
Summary....................................................................................................................................................... 7-39
Customizing the Presentation of Data........................................................................................................... 8-1
Customizing the Presentation of Data........................................................................................................... 8-2
Lesson Objectives ......................................................................................................................................... 8-3
Top Ten List.................................................................................................................................................. 8-4
Top Ten Practice Instructions ....................................................................................................................... 8-5
Placing Documents on the Navigator............................................................................................................ 8-6
Documents Practice Instructions................................................................................................................... 8-7
What You Can Do with Folders.................................................................................................................... 8-8
Folders .......................................................................................................................................................... 8-9
Querying Records in a Folder ....................................................................................................................... 8-10
Resetting Query Criteria ............................................................................................................................... 8-11
Folder Tools.................................................................................................................................................. 8-12
Direct Manipulation Techniques for Folders ................................................................................................ 8-13
More Folder Tasks ........................................................................................................................................ 8-14
Folder Practice Instructions .......................................................................................................................... 8-16
Practice -Customizing the Presentation of Data........................................................................................ 8-18
SOLUTION Customizing the Presentation of Data ............................................................................... 8-19
Summary....................................................................................................................................................... 8-21
Setting Personal Profile Options.................................................................................................................... 9-1
Setting Personal Profile Options ................................................................................................................... 9-2
Lesson Objectives ......................................................................................................................................... 9-3
Profile Options .............................................................................................................................................. 9-4
Security Profile Hierarchy ............................................................................................................................ 9-5
Setting Personal Profile Values..................................................................................................................... 9-6
Profile Option Values.................................................................................................................................... 9-7
Personal Profiles ........................................................................................................................................... 9-8
Practice - Setting Personal Profile Options ............................................................................................... 9-10
SOLUTION Setting Personal Profile Options ....................................................................................... 9-11
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Summary....................................................................................................................................................... 9-13
Managing an Attachment to a Form ............................................................................................................. 10-1
Managing an Attachment to a Form.............................................................................................................. 10-2
Lessons Objectives........................................................................................................................................ 10-3
Attachments .................................................................................................................................................. 10-4
The Disabled Attachments Icon .................................................................................................................... 10-5
Adding a New Attachment............................................................................................................................ 10-6
What You Can Do with Attachments............................................................................................................ 10-8
Copying Attachments.................................................................................................................................... 10-9
Viewing Attachments.................................................................................................................................... 10-10
Examining the Attachments Window ........................................................................................................... 10-12
Attachments Window Fields ......................................................................................................................... 10-14
Practice -Managing an Attachement to a Form......................................................................................... 10-15
SOLUTION Managing an Attachment to a Form.................................................................................. 10-16
Summary....................................................................................................................................................... 10-17
Using Flexfields ............................................................................................................................................... 11-1
Using Flexfields ............................................................................................................................................ 11-2
Lesson Objectives ......................................................................................................................................... 11-3
Flexfields ...................................................................................................................................................... 11-4
Business Needs ............................................................................................................................................. 11-5
Key Flexfields............................................................................................................................................... 11-6
Descriptive Flexfields ................................................................................................................................... 11-8
Key Flexfield ................................................................................................................................................ 11-9
Expanded Key Flexfield................................................................................................................................ 11-10
Expanded Descriptive Flexfield.................................................................................................................... 11-11
Using Search Criteria in a Flexfield.............................................................................................................. 11-12
Searching a Flexfield .................................................................................................................................... 11-13
Practice - Using Flexfields ........................................................................................................................ 11-14
SOLUTION Using Flexfields ................................................................................................................ 11-15
Summary....................................................................................................................................................... 11-16
Course Summary........................................................................................................................................... 11-17

Copyright 2004, Oracle. All rights reserved.

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