Lesson 02 Activities: Oracle

Fusion Procurement and

Oracle Procurement Cloud
Overview

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Lesson 02 Activities: Orac le Fusion Procurement and Oracle Procurement Cloud EDA G000
Effective 02/28/15 Page 1 of 5 Rev 1
Lesson 02 Activities

Distribution
Oracle Procurement Cloud

Ownership
The Job Title [list@YourCompany.com?Subject=Practices for Lesson 2:
ED_PracticesByLesson-AutoNum.doc] is responsible for ensuring this document is necessary,
reflects actual practice, and supports corporate policy.

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Lesson 02 Activities: Orac le Fusion Procurement and Oracle Procurement Cloud EDA G000
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Demonstration 2-1: Exploring Fusion Applications

User: Any Fusion Sign-On

1. (N) Oracle Fusion Applications > Welcome page
Observe the overall layout and combination of dashboards.
2. Scroll over the global icons to familiarize yourself with their purpose. Some of the significant
ones:

ₒ Navigator

ₒ Favorites and Recent Places

ₒ Watch List

ₒ Notifications
3. Open the Setting and Actions menu. (N) > (L) your name.
Note that the selections here vary based on your security but important ones are those that
enable personalization of your home page and a direct link to the Fusion Application Help
library.
Click Setup and Maintenance.
4. From the Setup and Maintenance work area, click the Favorites icon.
5. Click Add to Favorites and in the Add to Favorites window enter Setup and Maintenance in
front of Overview in the Name field.
6. Click Save and Close to complete the addition of a new favorite.
During this course you will navigate to that page many times. Now you have a quick way to
find it!
7. Open the Navigator menu. (N) > (I) Navigator.
Note that the selections here vary based on your assigned application roles.
8. Enterprises are embracing more social network based tools for collaboration. Oracle Fusion
was designed from day one to simplify this approach. Employees are connected using chat,
collaboration on day to day tasks, and all within the application itself.

Open the Oracle Social Network pane by using the Social icon .

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Demonstration 2-2: Exploring Fusion Applications Help
Steps
1. (N) Oracle Fusion Applications > Welcome page
Note the Help icon (the icon with the question mark) to the left of your name.

The Help system can be turned on or off during installation (the default is to be
turned off). If the system is turned on, users can also optionally turn the system off/on for
themselves (if the system is off, help icons do not appear). Users use the help icon in the
navigation bar to turn Help on or off for themselves.
Click the Show Help icon to turn on help.
Click the Help icon for the Notifications region.
2. The Worklist: Notifications and Approvals help window opens. This window displays links to
Help topics related to the Notifications region. Expanding or clicking the link displays the
beginning of the topic. Clicking the More link at the end of the beginning paragraph,
displays the remainder of the topic in an expanded window. Click the Worklist: Highlights
link.

3. If none of the topic links seem to answer your question you can click the More Help link.
This will open the Oracle Fusion Applications Help site and perform a search using the
business process associated with the page you first initiated the help system from.
Click the More Help link.
Note that the Use Applications business process is checked in the Business Processes
menu.
4. Click the All link in the global area. This clears search criteria and presents a search box.
5. Click the Products link in the global area. Note that products are presented segregated by
product families or groups. In this demo you are most interested in the Functional Setup
Manager link within Setup.
Click Functional Setup Manager and then the Manage Application Setup Objects link
from within the Products filter list within the search results page.
6. You can narrow down the number of topics by searching for a term or keyword.
Click the All link in the global area to clear the search criteria.
7. Click the Products link in the global area.
8. Scroll down to the Procurement family and click Self Service Procurement and then the
Create Requisition link from within the Products filter list.
9. Now explore one of the more interesting types of help, the video or demo.
Scroll down to and then click the Placing an Order link.
10. The recorded demo is ready to play. You can control the demo with the standard
Pause/Play, Rewind, Forward, and Restart buttons.
After you have explored enough of the demo, pause it and click the Close Tab icon.
11. Now close Oracle Fusion Applications Help page and look at help available within the
application.
Click the Navigator link.
12. From the Procurement section, click the Purchasing link.

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Lesson 02 Activities: Orac le Fusion Procurement and Oracle Procurement Cloud EDA G000
Effective 02/28/15 Page 4 of 5 Rev 1
13. From the Orders section, click the Create Order link.
14. You want to look at the Style field in Create Orders window.
Point to the terminology icon in front of Style.
15. Observe the definition that appears briefly when you pointed to the icon.
While you are using the Fusion Procurement application to perform the activities in this
course, look for other types of help that are part of the application page.
16. Click the Cancel button.
17. Click Home in the global area.
The Oracle Fusion Applications user assistance supports your learning and is just a few clicks
away!

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