Appendix 2 E-Business Suite Navigation

Appendix 2: E-Business Suite Navigation
R12 Financials Functional Foundation
Copyright 2007, Oracle. All rights reserved.
Objectives
After completing this lesson, you should be able to: Navigate and use E-Business Suite
1-2
Agenda
1. Logging On, Basic Navigation, and Logging Off
1-3
Logging On
1-4
Personal Homepage
Forms-based applications
Self-Service applications
1-5
Responsibility Relationships: Many to One
Accounts Payable
Payroll
1-6
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
Choosing a Responsibility
Click on a link to the function Click on a link to the responsibility
1-8
Navigator
Menu bar Region tabs
Toolbar
Functions
1-9
Top Ten List
Select a form and click the arrow to move a frequently used form to the Top Ten List
1 - 10
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. Select the item and click Open. Select the item and click Expand. To collapse an expanded item, select the item and click Collapse.
1 - 11
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. Expand All expands all the sublevels of all expandable items in the navigation list. Collapse All collapses all currently expanded items in the navigation list.
1 - 12
Placing Documents on the Navigator

(M) File > Place on Navigator
1 - 13
Logging Off
(M) File > Exit Oracle Applications Use this method so that your username is cleared from system access.
1 - 14
Agenda
1. Logging On, Basic Navigation, and Logging Off 2. Terminology
1 - 15
Navigator Window
Click a function
1 - 16
Menu bar
Form Terminology
MDI window
Tool tip
Window
Title bar
1 - 17
Form Terminology
Region
Field Button
1 - 18
Form Terminology
Option button
Modal window
Block
Region Tab
Scrolling region
1 - 19
Form Terminology
Record or row
LOV icon
Poplist
Check box
1 - 20
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 - 21
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 - 22
Keyboard Shortcuts
(M) Help > Keyboard Help
1 - 23
Menus and Special Areas
Menu bar
Status and message lines
Right mouse button menus
1 - 24
File Menu
1 - 25
Edit Menu
1 - 26
View Menu
1 - 27
Tools Menus
1 - 28
Window Menu
1 - 29
Help Menu
1 - 30
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 - 31
Changing Your Password

Professional Interface
Self-Service
1 - 32
Switch Responsibility
1 - 33
Agenda
1. Logging On, Basic Navigation, and Logging Off 2. Terminology 3. Searching
1 - 34
Searching for Information
1 - 35
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
1 - 36
Using the Find Window
Specify search criteria
Click the Find button
(M) View > Find

1 - 37
Using Query Mode

1. (M) View > Query By Example > Enter 2. Enter search criteria 3. (M) View > Query By Example > Run 4. (M) View > Query By Example > Cancel
1 - 38
Query Operators
Operator = != > >= < Meaning Equal to Not equal to Greater than Greater than or equal to Less than Example = Janet != Janet >99.1 >=55 <1000.00 = 107 != 107 > Joan
<=
#BETWEEN
Less than or equal to

Between two values
<= 100
#BETWEEN 1 and 100
1 - 39
Query Versus Find
Query Mode Menu bar, [F11]
Find Mode Menu bar, Toolbar
Existing window
Wildcards Query count
Find window
List of values No find count
1 - 40
Retrieved Records
1 - 41
Agenda
1. 2. 3. 4. Logging On, Basic Navigation, and Logging Off Terminology Searching Concurrent Requests
1 - 42
Concurrent Processing and Standard Request Submission

Concurrent Processing Run non-interactive tasks, such as reports and programs. Does not interfere with the interactive work you perform at your computer. Standard Request Submission (SRS) Use the SRS interface to run reports and programs. View report output online. Schedule reports and programs. View log information.
1 - 43
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.
Request Set A collection of reports or programs that can be submitted as a set. Stage A component of a request set used to group requests in the set.
1 - 44
Definitions
Term Parameter Definition In Standard Request Submission, 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.
Review the output and log files from your concurrent requests online
Review
1 - 45
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 - 46
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
Submitting a Request
1 - 48
Submission Schedule
1 - 49
Upon Completion
1 - 50
Requests
1 - 51
Reprint
1 - 52
Finding Requests
1 - 53
Requests
1 - 54
Four Phases of a Concurrent Request
Inactive Pending Running Completed
1 - 55
Pending Phase
Normal
Waiting
Standby
Scheduled
Logical database
1 - 56
Running Phase
Normal
Paused
Resuming
Terminating
1 - 57
Completed Phase
Normal Warning Error Terminated Canceled
1 - 58
Inactive Phase
Disabled
On Hold
No Manager
1 - 59
Canceling or Holding Requests
1 - 60
Changing Request Options
1 - 61
Agenda
1. 2. 3. 4. 5.
Logging On, Basic Navigation, and Logging Off Terminology Searching Concurrent Requests Flexfields
1 - 62
Key Flexfield
Key flexfield
1 - 63
Expanded Key Flexfield
01.000.2520.2120.000
1 - 64
Expanded Descriptive Flexfield
1 - 65
Agenda
1. 2. 3. 4. 5. 6.
Logging On, Basic Navigation, and Logging Off Terminology Searching Concurrent Requests Flexfields Folders
1 - 66
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 - 67
Folders
Folder icon
Folder Name
Use Folder Tools
1 - 68
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 - 69
Resetting Query Criteria
1 - 70
Folder Tools
Save Open Widen Shrink
New Delete Show Hide
Move left
Move up and down
Move right
1 - 71
Direct Manipulation Techniques for Folders
Size the folder prompt
Drag or cut folder prompt
1 - 72
More Folder Tasks

Recovering Original Folder Definition (M) Folder > Save As Clear the check box called Open as Default, OK Opening Another Folder Definition (M) Folder > Open Select a private or public folder definition OK to replace current folder definition
1 - 73
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 - 74
Agenda
1. 2. 3. 4. 5. 6. 7.
Logging On, Basic Navigation, and Logging Off Terminology Searching Concurrent Requests Flexfields Folders Profile Options
1 - 75
Profile Options
Oracle Applications
1 - 76
Setting Personal Profile Values
1 - 77
Profile Option Values

User values override default values. Values are validated, except for number or date values. You cannot delete a profile option, but you can clear the value.
1 - 78
Personal Profiles
Option Concurrent: Hold Requests Description Specifies whether to hold a request temporarily, 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 - 79
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
Agenda
1. 2. 3. 4. 5. 6. 7. 8.
Logging On, Basic Navigation, and Logging Off Terminology Searching Concurrent Requests Flexfields Folders Profile Options Attachments
1 - 81
Attachments
Images Word processing images Spreadsheets Web pages Video
1 - 82
The Disabled Attachments Icon
1 - 83
Adding a New Attachment
Query or enter a data record. Click the Attachments toolbar icon. Enter a category and description. Type in your document text, or specify a file name
or Web page URL.
Save your work.
1 - 84
What You Can Do with Attachments

Copy attachments View an attached document Delete an attachment
1 - 85
Copying Attachments
1 - 86
Viewing Attachments
1 - 87
Examining the Attachments Window
1 - 88
Attachments Window Fields
Category Datatype File or URL May be Changed Document Block
1 - 89
Summary
In this lesson, you should have learned how to Navigate and use E-Business Suite.
1 - 90

Appendix 2 E-Business Suite Navigation

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Appendix 2: E-Business Suite Navigation

R12 Financials Functional Foundation

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Responsibility Relationships: Many to One

Copyright 2007, Oracle. All rights reserved.

Responsibility 1 Many to many

Copyright 2007, Oracle. All rights reserved.

Click on a link to the function Click on a link to the responsibility

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Top Ten List

Copyright 2007, Oracle. All rights reserved.

Expanding or Collapsing the Navigation List

Copyright 2007, Oracle. All rights reserved.

Expanding or Collapsing Several Items

Copyright 2007, Oracle. All rights reserved.

Placing Documents on the Navigator

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Require data entry

Copyright 2007, Oracle. All rights reserved.

New Find Show Navigator

Cut Copy Paste Clear Record Delete

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Menus and Special Areas

Status and message lines

Right mouse button menus

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Commonly Used Commands

Copyright 2007, Oracle. All rights reserved.

Changing Your Password

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Copyright 2007, Oracle. All rights reserved.

Searching for Information

Copyright 2007, Oracle. All rights reserved.

How to Use Find Mode

Copyright 2007, Oracle. All rights reserved.

Using the Find Window

Specify search criteria

Click the Find button

(M) View > Find

Copyright 2007, Oracle. All rights reserved.

Using Query Mode

Copyright 2007, Oracle. All rights reserved.

Less than or equal to