1. 2 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Navigating in R12.x Oracle Applications

2. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 2 Objectives After completing this lesson, you should be able to do the following using the “SWAN” user interface: Log in to Oracle Applications Navigate from Personal Home page to Applications Create Favorites and set Preferences Choose a responsibility Use Forms and Menus Enter data using Forms Search for data using Forms Access online Help Run and monitor Reports and Programs Log out of Oracle Applications

3. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 3 Logging In to Oracle Applications

4. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 4 Navigating from Personal Home Page to Applications Forms Based applicationsSelf-Service Applications

5. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 5 Creating Favorites and Setting Preferences PreferencesFavoritesWorklist Navigator

6. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 6 Choosing a Responsibility Click a link to the function. Click a link to the responsibility.

7. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 7 Responsibility Relationships: Many to One Accounts Payable Payroll

8. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 8 Responsibility Relationships Responsibility menu User 1User 3User 2User 4 One to many Many to many Responsibility 1Responsibility 3Responsibility 2

9. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 9 Navigator Toolbar Functions Region tabs Menu bar

10. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 10 Expanding or Collapsing the Navigation List Select one of the following methods to expand an item to its next sublevel window: 1.Double-click the item. 2.Select the item and click Open. 3.Select the item and click Expand. To collapse an expanded item: 1.Double-click the expanded item 2.Select the item and click Collapse

11. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 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.

12. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 12 Logging Out of Oracle Applications From the File menu, select Exit Oracle Applications. Use this method to ensure that your username is cleared from system access.

13. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 13 Using Forms and Menus

14. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 14 Navigating to a Form Click for a Function.

15. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 15 Data Flow Across Oracle Applications Oracle Inventory Data entryOracle General Ledger FormsTablesOracle Server integrated suite of application products that share a common look and feel

16. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 16 Form Terminology MDI windowTool tip Window LOV icon Record or row Pop-up list Title bar Menu bar Check box Scrolling region Block Help

17. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 17 Form Terminology Region Region tab Field Button

18. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 18 Field Colors Field colorDescription WhiteAllows data entry YellowRequires data entry GreyDoes not allow data entry Blue Indicates the fields to use in “Query-Enter” mode

19. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 19 Creating and Saving a New Record (M) File > New NewSave (M) File > Save

20. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 20 Editing and Deleting a Record (M) Edit > Record (M) Edit > Delete EditDelete

21. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 21 Using a List of Values The list of valid values is displayed. Click LOV icon in the field. Note: Use the wildcard character (%) to represent any number of characters and the underscore (_) to represent a single character. Do not enter a wildcard character by itself. This will match all records.

22. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 22 LOV: Shortcuts AutoSelection List Search Long-List Fields Power List

23. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 23 Using Calendar Choose a year. Choose a day. Choose a month.

24. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 24 Clearing Data Clear (M) Edit > Clear > Record (M) Edit > Clear > Field (M) Edit > Clear > Block (M) Edit > Clear > Form

25. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 25 Copying Data from a Record Verify your data because all the fields may not copy. Price Item numberDiscount %Quantity Item numberDiscount %Quantity

26. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 26 Searching for Information

27. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 27 Query Versus Find Query modeFind mode Menu bar, F11Menu bar, Toolbar Existing windowFind window Wildcards List of values as well as wildcards Query countNo find count

28. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 28 Using Find Mode Select View > Find –or click the Find icon on the toolbar Specify your search criteria. Review the retrieved records. Click the Find button on the Form. Clear button to clear the current search criteria from the Find window

29. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 29 Using Query Mode (M) View > Query By Example > Enter –Enter the search criteria. (M) View > Query By Example > Run (M) View > Query By Example > Cancel

30. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 30 Query Operators OperatorMeaningExample =Equal to= ‘Janet’ = 107 !=Not equal to!= ‘Janet’ != 107 >Greater than>99.1 > ‘Joan’ >=Greater than or equal to>=55 <Less than<1000.00 <=Less than or equal to<= 100 #BETWEENBetween two values#BETWEEN 1 and 100

31. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 31 Folder Forms

32. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 32 Personalized Searches in OA Framework End User Personalized Searches: Change the number of rows displayed in a table Hide or show regions and items Change the layout order of regions and items within the boundaries of the parent region Define up to three sorting levels for tabulated data Filter (restrict query) tabular data Change item labels and region headers Enable totals for table columns, when applicable

33. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 33 Accessing Online Help

34. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 34 Using Window Help (M) Help > Window Help Document frame Search frame

35. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 35 Error Messages To give you a hint, the application displays a short message in the message line. To inform you of an error, the application displays an error window. A History button also appears in the error window if an error of a more serious nature occurs. Record History: A feature that allows a user to view data about a particular record, such as who created the record and when, and who most recently updated the record and when. Record History is now available for Oracle Application Framework–based pages.

36. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 36 Running Reports and Programs

37. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 37 Using Concurrent Processing Submits request Request runs. Other online jobs Perform other online interactive tasks. Request 1 Request 3 Request 4 Request 2 Request queue

38. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 38 Running Reports and Programs Concurrent processing: –Run non interactive tasks, such as reports and programs. –It does not interfere with the interactive work you perform on 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.

39. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 39 Business Intelligence (BI) Publisher Formerly known as XML Publisher Comprehensive enterprise reporting solution Built on open standards Separates data from Presentation Cost effective and scalable

40. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 40 Integration with Oracle Secure Enterprise Search Integrates E-Business Suite with Secure Enterprise Search Allows users to search E- Business Suite products by using a simple interface (similar to internet search)

41. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 41 Quiz You select the Menu option Query By Example > Run to directly retrieve the records. a.True b.False

42. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 42 Quiz Which color fields require you to enter data in them? a.White b.Yellow c.Grey d.None of the above

43. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 43 Quiz Users cannot define Favorites in Oracle E-Business Suite as links to Web sites outside Oracle E-Business Suite. a.True b.False

44. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 44 Quiz Using concurrent processing, you can run non-interactive, data- dependent functions such as reports or programs simultaneously with online operations. a.True b.False

45. Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2 - 45 Summary After completing this lesson, you should have learned how to: Log in to Oracle Applications Use Forms and Menus Create Favorites and set Preferences Use functionality of the buttons and tabs that appear in the Navigator window and other forms Understand Form terminology and characteristics Create, save, edit, and delete record using Forms Search for data and enter data using Forms Access online Help Submit Concurrent and SRS requests Log out of Oracle Applications