Appendix 2: E-Business Suite Navigation

R12 Financials Functional Foundation

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Objectives
After completing this lesson, you should be able to: • Navigate and use E-Business Suite

1-2

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Agenda
1. Logging On, Basic Navigation, and Logging Off

1-3

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.Logging On 1-4 Copyright © 2007. Oracle. All rights reserved.

Personal Homepage Forms-based applications Self-Service applications 1-5 Copyright © 2007. All rights reserved. . Oracle.

.Responsibility Relationships: Many to One Accounts Payable Payroll 1-6 Copyright © 2007. Oracle. All rights reserved.

. All rights reserved.Responsibility Relationships Responsibility menu One to many Responsibility 1 Many to many Responsibility 2 Responsibility 3 User 1 1-7 User 2 User 3 User 4 Copyright © 2007. Oracle.

Choosing a Responsibility Click on a link to the function Click on a link to the responsibility 1-8 Copyright © 2007. Oracle. All rights reserved. .

Oracle.Navigator Menu bar Region tabs Toolbar Functions 1-9 Copyright © 2007. All rights reserved. .

10 Copyright © 2007. .Top Ten List Select a form and click the arrow to move a frequently used form to the Top Ten List 1 . All rights reserved. Oracle.

Oracle.11 Copyright © 2007. All rights reserved. select the item and click Collapse.Expanding or Collapsing the Navigation List Choose one of the following methods to expand an item to its next sublevel window: • Double-click the item. To collapse an expanded item. • Select the item and click Expand. . • Select the item and click Open. 1 .

• Collapse All collapses all currently expanded items in the navigation list. • Expand All expands all the sublevels of all expandable items in the navigation list. All rights reserved. Oracle.Expanding or Collapsing Several Items To expand or collapse several items at once. click one of the following buttons: • Expand All Children expands all the sublevels of the currently selected item. 1 .12 Copyright © 2007. .

Oracle. All rights reserved.Placing Documents on the Navigator (M) File > Place on Navigator 1 .13 Copyright © 2007. .

Oracle.14 Copyright © 2007. All rights reserved. . 1 .Logging Off (M) File > Exit Oracle Applications Use this method so that your username is cleared from system access.

Basic Navigation. Terminology 1 . All rights reserved. and Logging Off 2. . Logging On.Agenda 1. Oracle.15 Copyright © 2007.

All rights reserved.Navigator Window Click a function 1 . .16 Copyright © 2007. Oracle.

17 Copyright © 2007. All rights reserved.Menu bar Form Terminology MDI window Tool tip Window Title bar 1 . Oracle. .

Oracle. . All rights reserved.Form Terminology Region Field Button 1 .18 Copyright © 2007.

All rights reserved.Form Terminology Option button Modal window Block Region Tab Scrolling region 1 .19 Copyright © 2007. . Oracle.

20 Copyright © 2007.Form Terminology Record or row LOV icon Poplist Check box 1 . Oracle. . All rights reserved.

21 Copyright © 2007. Oracle. All rights reserved.Field Colors Field Color White White with green text Description Allow data entry Indicate drill-down capability Yellow Gray with black text Blue Require data entry Are display only Indicate fields to use in QueryEnter mode 1 . .

Oracle.22 Copyright © 2007. .The Toolbar • • • • • Save Next Step Switch Responsibility Print Close Form • • • • • Edit Field Zoom Translations Attachments Folder Tools • New • Find • Show Navigator • • • • • Cut Copy Paste Clear Record Delete Help 1 . All rights reserved.

23 Copyright © 2007. . Oracle. All rights reserved.Keyboard Shortcuts (M) Help > Keyboard Help … 1 .

24 Copyright © 2007. All rights reserved.Menus and Special Areas Menu bar Status and message lines Right mouse button menus 1 . Oracle. .

.25 Copyright © 2007.File Menu 1 . All rights reserved. Oracle.

All rights reserved. .Edit Menu 1 .26 Copyright © 2007. Oracle.

Oracle.View Menu 1 . All rights reserved. .27 Copyright © 2007.

28 Copyright © 2007. . All rights reserved.Tools Menus 1 . Oracle.

Window Menu 1 . .29 Copyright © 2007. All rights reserved. Oracle.

Oracle. All rights reserved. .30 Copyright © 2007.Help Menu 1 .

.31 Copyright © 2007. All rights reserved. Oracle.Commonly Used Commands • • • • • • • • • File > Save File > Exit Oracle Applications File > Switch Responsibility File > Close Form Edit > Preferences > Change Password View > Find View > Query By Example Help > Window Help Edit > Clear Record 1 .

32 Copyright © 2007.Changing Your Password Professional Interface Self-Service 1 . . All rights reserved. Oracle.

Switch Responsibility

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Agenda
1. Logging On, Basic Navigation, and Logging Off 2. Terminology 3. Searching

1 - 34

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Searching for Information

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How to Use Find Mode

1. 2. 3. 4.

Click on the Find icon on the toolbar Specify your search criteria Click the Find button on the Form Review the retrieved records

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Using the Find Window

Specify search criteria

Click the Find button

(M) View > Find
1 - 37

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. (M) View > Query By Example > Cancel 1 . Oracle.Using Query Mode 1. Enter search criteria 3. All rights reserved. (M) View > Query By Example > Enter 2.38 Copyright © 2007. (M) View > Query By Example > Run 4.

Oracle. All rights reserved. .Query Operators Operator = != > >= < Meaning Equal to Not equal to Greater than Greater than or equal to Less than Example = ‘Janet’ != ‘Janet’ >99.39 Copyright © 2007.1 >=55 <1000.00 = 107 != 107 > ‘Joan’ <= #BETWEEN Less than or equal to Between two values <= 100 #BETWEEN 1 and 100 1 .

.40 Copyright © 2007. All rights reserved. Oracle. Toolbar Existing window Wildcards Query count Find window List of values No find count 1 .Query Versus Find Query Mode Menu bar. [F11] Find Mode Menu bar.

. Oracle.41 Copyright © 2007.Retrieved Records 1 . All rights reserved.

and Logging Off Terminology Searching Concurrent Requests 1 . Oracle. Logging On.Agenda 1.42 Copyright © 2007. 2. 4. . All rights reserved. 3. Basic Navigation.

Concurrent Processing and Standard Request Submission Concurrent Processing • Run non-interactive tasks. Oracle. • View report output online. such as reports and programs. 1 . Standard Request Submission (SRS) • Use the SRS interface to run reports and programs. • Does not interfere with the interactive work you perform at your computer. • View log information. • Schedule reports and programs. . All rights reserved.43 Copyright © 2007.

Oracle. Stage A component of a request set used to group requests in the set.44 Copyright © 2007. Request Set A collection of reports or programs that can be submitted as a set. 1 .Definitions Term Definition Concurrent Request A request that you submit to run a concurrent program as a concurrent process Concurrent Manager A component of concurrent processing that monitors and runs tasks without tying up your computer. All rights reserved. .

. All rights reserved. Review the output and log files from your concurrent requests online Review 1 .45 Copyright © 2007.Definitions Term Parameter Definition In Standard Request Submission. Oracle. a parameter is a report variable whose value you can change each time you run a report. Concurrent Processing Options Online Request Run options that you can change for your concurrent request.

46 Copyright © 2007. All rights reserved.Using Concurrent Processing Submits request Request Queue Request 1 Request 2 Request 3 Request 4 Request runs Perform other online interactive tasks Other online jobs 1 . . Oracle.

All rights reserved.Submit Request Flow Submit request Enter information May be required Parameter values Define schedule Define completion Optional Optional Click Submit Record request ID 1 .47 Copyright © 2007. Oracle. .

48 Copyright © 2007. . All rights reserved.Submitting a Request 1 . Oracle.

Submission Schedule 1 . . Oracle. All rights reserved.49 Copyright © 2007.

All rights reserved.50 Copyright © 2007. . Oracle.Upon Completion 1 .

All rights reserved. Oracle.51 Copyright © 2007. .Requests 1 .

. Oracle.Reprint 1 . All rights reserved.52 Copyright © 2007.

Finding Requests 1 . Oracle.53 Copyright © 2007. . All rights reserved.

54 Copyright © 2007. All rights reserved. . Oracle.Requests 1 .

Oracle. All rights reserved. .Four Phases of a Concurrent Request Inactive Pending Running Completed 1 .55 Copyright © 2007.

All rights reserved.Pending Phase Normal Waiting Standby Scheduled Logical database 1 . . Oracle.56 Copyright © 2007.

All rights reserved.Running Phase Normal Paused Resuming Terminating 1 . Oracle.57 Copyright © 2007. .

Completed Phase Normal Warning Error Terminated Canceled 1 . All rights reserved. .58 Copyright © 2007. Oracle.

Inactive Phase Disabled On Hold No Manager 1 . . All rights reserved.59 Copyright © 2007. Oracle.

Canceling or Holding Requests 1 .60 Copyright © 2007. Oracle. All rights reserved. .

All rights reserved.Changing Request Options 1 .61 Copyright © 2007. . Oracle.

Oracle. and Logging Off Terminology Searching Concurrent Requests Flexfields 1 . 2. Basic Navigation.Agenda 1. 5.62 Copyright © 2007. Logging On. All rights reserved. . 3. 4.

Key Flexfield Key flexfield 1 . All rights reserved.63 Copyright © 2007. . Oracle.

2520. Oracle. All rights reserved. .2120.64 Copyright © 2007.000 1 .000.Expanded Key Flexfield 01.

All rights reserved. . Oracle.Expanded Descriptive Flexfield 1 .65 Copyright © 2007.

Oracle. and Logging Off Terminology Searching Concurrent Requests Flexfields Folders 1 . 2. Basic Navigation.66 Copyright © 2007. All rights reserved. 3. Logging On. 4. . 5. 6.Agenda 1.

.67 Copyright © 2007.What You Can Do with Folders Define folders • Name the folder • Define query criteria for the folder • Use folder tools to customize the presentation of data in the folder Open existing folder definitions Delete folder definitions 1 . Oracle. All rights reserved.

68 Copyright © 2007. .Folders Folder icon Folder Name Use Folder Tools 1 . All rights reserved. Oracle.

Querying Records in a Folder Define query criteria • Always • Never • Ask each time Open as Default Public You can reset the query criteria by selecting (M) Folder > Reset Query 1 . . All rights reserved. Oracle.69 Copyright © 2007.

Resetting Query Criteria 1 . .70 Copyright © 2007. All rights reserved. Oracle.

All rights reserved.71 Copyright © 2007. .Folder Tools Save Open Widen Shrink New Delete Show Hide Move left Move up and down Move right 1 . Oracle.

.Direct Manipulation Techniques for Folders Size the folder prompt Drag or cut folder prompt 1 . Oracle.72 Copyright © 2007. All rights reserved.

73 Copyright © 2007.More Folder Tasks Recovering Original Folder Definition • (M) Folder > Save As • Clear the check box called Open as Default. . All rights reserved. • OK Opening Another Folder Definition • (M) Folder > Open • Select a private or public folder definition • OK to replace current folder definition 1 . Oracle.

All rights reserved. . Oracle.74 Copyright © 2007.More Folder Tasks Saving Changes to a Folder Definition • (M) Folder > Save As or Save • Type a name or keep the same name • OK Deleting a Folder Definition • (M) Folder > Delete • Select a folder • OK 1 .

5. 6. 3. . Basic Navigation. All rights reserved. and Logging Off Terminology Searching Concurrent Requests Flexfields Folders Profile Options 1 .75 Copyright © 2007.Agenda 1. 2. 4. 7. Logging On. Oracle.

Oracle.Profile Options Oracle Applications 1 . .76 Copyright © 2007. All rights reserved.

Setting Personal Profile Values 1 . All rights reserved. .77 Copyright © 2007. Oracle.

.Profile Option Values • User values override default values. All rights reserved. 1 . • Values are validated. except for number or date values.78 Copyright © 2007. Oracle. but you can clear the value. • You cannot delete a profile option.

Oracle.Personal Profiles Option Concurrent: Hold Requests Description Specifies whether to hold a request temporarily. .79 Copyright © 2007. All rights reserved. until you remove the hold Concurrent: Report Copies Specifies the number of copies of a report to print Concurrent: Request Start Time Specifies the date and time for a request Specifies whether to run requests Concurrent: Sequential Requests sequentially 1 .

Personal Profiles Option Concurrent: Save Output Description Specifies whether to save report output to a file Printer Specifies the printer for printing your report output Concurrent: Show Requests Summary After Each Request Submission Display Requests Summary each time a request is submitted or not Viewer: Default Font Size Set default font size for report output in the Report Viewer window 1 . .80 Copyright © 2007. Oracle. All rights reserved.

5. 4. . 2. Oracle.Agenda 1. and Logging Off Terminology Searching Concurrent Requests Flexfields Folders Profile Options Attachments 1 . 7. 6.81 Copyright © 2007. 8. All rights reserved. Logging On. 3. Basic Navigation.

Oracle. . All rights reserved.82 Copyright © 2007.Attachments • • • • • Images Word processing images Spreadsheets Web pages Video 1 .

All rights reserved. .The Disabled Attachments Icon 1 .83 Copyright © 2007. Oracle.

• Save your work. . Oracle. 1 . or specify a file name or Web page URL. All rights reserved. • Enter a category and description.Adding a New Attachment • Query or enter a data record. • Type in your document text.84 Copyright © 2007. • Click the Attachments toolbar icon.

All rights reserved. .85 Copyright © 2007.What You Can Do with Attachments • Copy attachments • View an attached document • Delete an attachment 1 . Oracle.

86 Copyright © 2007. Oracle.Copying Attachments 1 . All rights reserved. .

.87 Copyright © 2007. Oracle. All rights reserved.Viewing Attachments 1 .

All rights reserved.88 Copyright © 2007.Examining the Attachments Window 1 . . Oracle.

89 Copyright © 2007. All rights reserved. . Oracle.Attachments Window Fields • • • • • Category Datatype File or URL May be Changed Document Block 1 .

1 . .90 Copyright © 2007. you should have learned how to • Navigate and use E-Business Suite. Oracle.Summary In this lesson. All rights reserved.

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