Basic Navigation r12

12i Basic Navigation

Oracle 12i Basic Navigation

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TABLE OF CONTENTS

Table of ContentsOverview ............................................................................................ 2 Overview ............................................................................................................................ 4 About this Guide ............................................................................................................... 4 Signing on .......................................................................................................................... 5 Responsibility ..................................................................................................................... 6 The Personal HomePage ................................................................................................. 7 The MDI Window ............................................................................................................... 8 The Navigator Window .................................................................................................... 9

Functions Tab ................................................................................................................. 9 Top Ten List ............................................................................................................... 10 List of Values ............................................................................................................. 10

Documents Tab ........................................................................................................... 11 Menu and Toolbar .......................................................................................................... 12

Pull-Down Menus ......................................................................................................... 12 Tools > Close Other Forms ............................................................................................. 13

Toolbar Icons ............................................................................................................... 13 Keyboard Shortcuts ........................................................................................................ 15 Complete list of keyboard shortcuts ............................................................................ 16 Retrieving Data ............................................................................................................... 17

Query ........................................................................................................................ 17 Using the Find Mode ................................................................................................... 17

Query Mode ............................................................................................................. 18 Using the Query Mode ............................................................................................... 18

Query Mode Operators .......................................................................................... 19 Entering Data .................................................................................................................. 20

Color Coded Fields ..................................................................................................... 20 Using a List of Values................................................................................................... 21 Power List: ..................................................................................................................... 25 Using the Calendar Window ..................................................................................... 25

Using Flexfields ................................................................................................................. 26 Key Flexfields ................................................................................................................ 26 Descriptive Flexfields ................................................................................................... 27

Accessing Online Help ................................................................................................... 28 Help Menu ................................................................................................................... 28

Display Database Error .................................................................................................. 29 Running Reports and Programs .................................................................................... 30

Concurrent Processing ............................................................................................... 30 Submit Requests ...................................................................................................... 30

View Requests ................................................................................................................. 35 Creating a Folder ........................................................................................................... 39

Defining Query Criteria ........................................................................................... 40 Folder Tools .................................................................................................................. 41


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Personal Profile ................................................................................................................ 42 Exporting Data ................................................................................................................ 43 Closing Oracle Applications ......................................................................................... 49

Caution ..................................................................................................................... 50


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OVERVIEW

Oracle Applications is a tightly integrated family of application products that

share a common look and feel. Using the menus and windows of Oracle

Applications, you have access to all the functions needed to manage business

information.

Oracle Applications provides you with full point-and-click capability. The mouse

or keyboard can be used to operate graphical controls such as pull-down

menus, buttons, pop-ups, and check boxes.

In addition, Oracle Applications offers many other features such as field-to-field

validation and “List of Values” to simplify data entry and maintain the integrity of

the data entered.

ABOUT THIS GUIDE

This guide is to be used as reference and training material for experienced and

beginning Oracle applications users on the basic features of navigating within

Oracle Applications, Release 12i. The aim is to enable you to navigate within

any of the Oracle Applications forms, regardless of the application module.

This training course is intended for all end users as a prerequisite to any

applications course.


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SIGNING ON

Enter your Username and Password and then choose Connect to access the

Oracle Applications. Use the Tab key to move between fields.

You can change your initial password and update it periodically. Note that

your password does not display as you type; this prevents others from seeing

it. Keep your password confidential to prevent unauthorized access to your

business data.

Your System Administrator assigns Usernames and the initial Password. When

you sign on for the first time, a window will appear showing that your initial

password is expired. You can then set up your own password.

You can reset your password through the Edit Menu in the Navigator Window,

which we will introduce later. System Administrator can also reset your

password should you forget it.


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RESPONSIBILITY

A responsibility is a predefined set of data, menus, and forms that define your

particular level of authority while using the system.

Each Responsibility provides you access to an application, menus and a set

of functions through online screens.

The Oracle Application menus present only the functions for which your

Responsibility is given permission.

Each user has at least one responsibility and several users can share the same

responsibility.

Depending on how your system is configured and the applications you have

installed, you can log on using one of two methods. After logging on to

Oracle Applications either a Personal Homepage is displayed where your

responsibilities are listed, or you are connected directly to the Oracle

Applications Navigator after you select a responsibility from the responsibility

window.

If you are assigned to only one application you enter the application

automatically unless you have a Personal Homepage which will list only the

one responsibility. If you have more than one, choose from the pop-up list or

click a link to the responsibility.

To change responsibility within an application select File>Switch Responsibility

from the menu bar


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THE PERSONAL HOMEPAGE

The Personal Homepage has been added in 12i in order to provide a single point

of login for a user. Once a user is logged into the Personal Homepage they do

not need to log in again to access either the Forms-based Applications or the

Self-Service Web Applications.

The Homepage contains a Welcome toolbar consisting of the user's login

name and three icons, Help, Create and Modify Pages, and Exit.

The Homepage is made up of one or more tab pages. Except for the Main

tab, which is the default tab, tabs can be created, deleted, or modified

clicking the 'Create and Modify Pages' icon.

A user can customize their Homepage by clicking on the 'Create and Modify

Pages' icon on the title bar.


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THE MDI WINDOW

Oracle Applications use a multiple-document interface (MDI). All windows are

displayed inside a single container window, with a single toolbar, menu,

message line, and status line attached to that window.

Message Line

Oracle Applications display pertinent information for processing your form,

including error messages.

Record Indicator

Display the information about how many records are retrieved in your query

and which record is currently opened. For example, in the above screen you

are in the second record of a total of 167.

Status Line

Oracle Applications displays status information.


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THE NAVIGATOR WINDOW

A Navigation window (Navigator) appears after signing on to Oracle

Applications and choosing a Responsibility. The Navigator window consists of

three tabs Functions, Documents, and Processes.

Functions Tab

The Forms tab is used to navigate to the forms. You can access the Navigator

anytime from the View – Show Navigator menu or press the Show Navigator

button on the toolbar .

You navigate to the sub-menus and forms displayed in the left-hand side of

the window. The buttons below expand or collapse the hierarchical list of

menus.

At the top of the navigation window are two fields that help identify a

selection. The top field displays the name of the currently selected item. The

lower field displays the description of current selection.


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Items with a “+” sign are menus that can be expanded to a lower level.

Buttons below the left side expand and contract the menus:

–Expands the currently selected menu item. Same as double-clicking or choosing the Open button.

–Expands all sublevels of the currently selected item.

–Expands all sublevels of the navigation list.

–Collapses the selected item. Same as double-clicking.

–Collapses all items of the navigation list.

Top Ten List

Navigation shortcuts to your most frequently used forms can be saved in the

top ten list in the right-hand side of the window. The top ten list lets you go

directly to a form by typing its number or double-clicking its name and avoid

navigating the entire menu on the left.

List of Values

If you are not certain of the navigation path to a form, press Ctrl + L for a

pop-up screen with all the possible forms in your responsibility. You can

shorten this list by typing a keyword in the „find‟ field, or by typing the first few

letters of the full name.


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Documents Tab

The Documents tab is used to display links to documents used frequently.

The Rename button allows you to remain the document link in the Navigator

Documents region.

The Remove button allows you to remove the document link from the

Navigator Documents region.

The Open button opens the document in the respective Oracle Application

form. You can also double-click on the document link icon to open.

Select File > Place on Navigator menu item to place a document in the

Navigator Documents region. Forms that do not support adding documents

to the navigator will not have the 'Place on Navigator' menu option enabled.


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MENU AND TOOLBAR

There is a series of pull-down menus on the top of each window. You can

operate the pull-down menu using either keyboard shortcuts or the mouse. On

the keyboard, use the Alt key to drop down the menu (e.g. Alt + V for the View

Menu), the Down Arrow to move to the option required, and then Enter to

execute.

Pull-Down Menus

Note: Some pull-down menu functions will not be active in certain forms,

depending upon the functionality in the forms.

File·New

·Open

·Save: Saves any pending changes in current form

·Save and Proceed: Saves any pending changes, and

returns form to state w here next transaction can be started

·Next Step

·Export: Export information in folder form to a file

·Place on Navigator: Place the document in the navigator

w indow under the documents tab

·Log onas a different User: Display the sign on w indow

·Sw itch Responsibility: Change your responsibility

·Print: Print the current w indow

·Close Form: Close current w indow

·Exit Oracle Applications: Quit Oracle Applications

Edit·Undo Typing

·Cut: Cut the current selection to the clipboard

·Copy: Copy the current selection to the clipboard

·Paste: Paste the contents of the clipboard into the current

field

·Duplicate: -Record Above:Copy value from pior row

-Field Above: Copy value from prior field

·Clear: -Record: Erase current record from w indow

-Field: Erase data from current field

-Block: Erase all records from the current block

-Form: Erase any pending changes from the current

form

·Delete Record: Delete current record from database

·Select All: Select all records (for blocks w ith multi-select).

·Deselect All : Deselect all selected records except for the

current record (for blocks w ith multi-select).

·Edit Field: Display Editor for current f ield

·Preferences: -Change passw ord

-Profiles·

View·Show Navigator

·Zoom

·Find: Display the Find w indow to retrieve records

·Find All: Retrieve all records

·Query by Example

-Enter:Invoke 'Enter Query' mode to enter search criteria

-Run: Execute the query-by-example

-Cancel: Cancel the query-by-example by exiting from

'Enter Query' mode

-Show Last Criteria: Recover the search criteria used in

the previous query-by-example

-Count Matching Records: Count the number of records

that w ould be retrieved if you ran the current query-by-

example

·Record: First: Move the cursor to the first record

Last: Move the cursor to the last record

·Translations: Display the Translations w indow

·Attachments: Display the Attachments w indow

·Summary/Detail: Sw itch betw een the summary and detail

view s of a combination block

·Requests: Show the status of your Concurrent Requests

Folder·New : Create a new folder definition

·Open: Open an existing folder definition

·Save : Save changes to the current folder definition

·Save As: Save current folder definition to a new name

·Delete: Delete an existing folder definition

·Show Field: Display a field that is currently hidden

·Hide Field: Hide the current field

·Move Right: Move the current field to the right

·Move Left: Move the current field to the left

·Move Up: Move the current field up

·Move Dow n: Move the current f ield dow n

·Widen Field: Increase the w idth of the current field

·Shrink Field: Decrease the w idth of the current field

·Change Prompt: Change the prompt for the current field

·Autosize All: Adjust all field w idths to completely show their

data.

·Sort Data: Toggle the display of the Order By Buttons so

you can specify the sort order for the f irst three f ields

·View Query: Display the query criteria for the current folder

definition

·Reset Query: Erase the current query criteria

·Folder Tools: Display the folder tool palette

Help·Window Help: Display help for the current w indow

·Oracle Applications Library : Display a w indow that lists all

available Oracle Applications help text

·Keyboard Help: Display the current key mappings of

specific functions and menu options

·Diagnostics:

-Display Database Error: Display the last database error

-Examine: used for debugging

-Test Web Agent

-Trace (on of of f)

-Debug

-Properties: Item/Folder

-Custom Code: Normal/Off

·Record history: Display information about the current

record, such as w ho created or updated it

·About Oracle Applications: Display information about the

current w indow and application, including version

information

Tools·Product specif ic entries, or may be disabled if no entiries

exist.

Window·Cascade:Display any open w indow s in a "cascaded" or

stair stepped fashion

·Tile Horizontally: Display any open w indow s in a tiled

horizontal (non-overlapping) fashion

·Tile vertically: Display any open w indow s in a vertical (non-

verlapping) fashion

·Forms Currently Open in Oracle Applications: Each form

open in Oracle Applications w ill be listed numerically


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TOOLS > CLOSE OTHER FORMS

Use this check box on the pull-down menu bar to specify whether multiple

windows will be opened at the same time as you proceed from form to form

within the application. If you uncheck this box, each window you open

consumes additional memory of your computer. As you continue to open new

windows, you may run out of memory.

Toolbar Icons

In addition to the pull-down menu, you can also invoke the same menu options

by selecting buttons from the toolbar.

The toolbar provides the most commonly used actions on the menu with icon

buttons.

New – Create a new record

Find – Display the Find window to retrieve records

Show Navigator – Display the Navigator window

Save – Save any pending changes in the current form

Next Step – Updates the process workflow in the Navigator by advancing

to the next step in the process. It also saves any pending changes in the active

form.

Print - Print the current screen or in special cases, display a list of reports to

print

Close Form – Closes all windows of the current form

Cut – Cuts current selection to the clipboard

Copy – Copies the current selection to the clipboard


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Paste – Pastes from the clipboard into the current field

Clear Record – Erases the current record from the window

Delete – Deletes the current record from the database

Edit Field – Displays the Editor window for the current field

Zoom – invokes Zoom

Translations – Opens the Translations window if multiple languages are

installed

Attachments – Opens the Attachments window. If one or more

attachments already exist, the icon changes to a paper clip on a piece of

paper.

Folder Tools – Displays the folder tool palette

Window Help – Displays help for the current window


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KEYBOARD SHORTCUTS

You may choose, for convenience, to use function keys instead of the menus or

the toolbar. Almost everything that can be done with the mouse can also be

done with the keyboard. All the shortcuts are listed in the pull-down menu

under

Help>Keyboard Help.


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COMPLETE LIST OF KEYBOARD SHORTCUTS

Function Keys

Block Menu Ctrl + B

Clear Field F5

Clear Block F7

Clear Form F8

Clear Record F6

Save Ctrl + S

Count Query F12

Delete Record Ctrl + Up

Display Error Shift + Ctrl +E

Down Down

Duplicate Field Shift + F5

Duplicate Record Shift + F6

Edit Ctrl + E

Enter Query F11

Execute Query Ctrl + F11

Exit F4

Help Ctrl + H

Insert Record Ctrl + Down

List of Values Ctrl + L

List Tab Pages F2

Next Block Shift + PageDown

Next Field Tab

Next Primary Key Shift + F7

Next Record Down

Next Set of Records Shift + F8

Previous Block Shift + PageUp

Previous Field Shift + Tab

Previous Record Up

Print Ctrl + P

Return Return

Scroll Down PageDown

Scroll Up PageUp

Show Keys Ctrl + K

Up Up

Update Record Ctrl + U


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RETRIEVING DATA

Query

In Oracle Application forms, you may use a Query to locate specific records or

sets of records for display and modification. There are two ways to create

queries (Find Mode and Query Mode)

Find Mode

To query for records in your current block or window, use the Find window. The

window contains fields for entering search criteria.

Using the Find Mode

Select View > Find from the pull-down menu or select the Find icon with a

flashlight.

Enter you search criteria in the appropriate fields. You can use the wildcard

(%) character in the search phrase.

Click Find to find any matching records.


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Query Mode

Query by example. You can retrieve a group of records based on more

sophisticated search criteria. You can use Query mode to specify complex

criteria in most of the fields of your current block.

Using the Query Mode

Select View > Query By Example > Enter from the pull-down menu or press

F11.

Once you have activated Query Mode the fields you can use in query mode

will turn light blue in color indicating that the Region is in Query Mode.

Enter search criteria in any of the blue fields, using wildcard and query

operators listed below if necessary. You can also select View > Query By

Example > Show Last Criteria to display the search criteria in your last search.

Select View > Query By Example > Run or press Ctrl + F11 to perform the

search


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Query Mode Operators

Operators Meaning Example

= Equal to = ‘Steve’ or = 107

!= Not Equal to != ‘Steve’ or != 107

> Greater than >99.1 or > ‘Steve’

>= Greater than or equal to >= 55

< Less than <1000.00

<= Less than or equal to <= 100

#BETWEEN Between two values #BETWEEN 1 and 100

In addition, if you don‟t need to retrieve all the data, but only want the number

of records that match your search criteria, you can simply perform View > Query

By Example > Count Matching Records to save time.

Note: In the LUCIDITY Training documents, whenever you are instructed to

“find” a record, it means using “Find Mode.”


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ENTERING DATA

Color Coded Fields

Fields are color coded to indicate their type as follows:

Field Color Description

White Permit data entry

White with green text Indicates drilldown capability

Yellow Require data entry

Gray with black text Display only

Blue Indicates fields to use in Query Mode


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Using a List of Values

List of Values is one of the most important and convenient features in Oracle

Applications. It provides you with a powerful, easy-to-use data entry method

that increases your accuracy and productivity. Oracle Applications notifies you

when a list of acceptable values is available for a field by displaying the LOV

icon in the field. You can also press Ctrl + L to invoke the list of values.

Let‟s go over an example.

Example: You are trying to enter the data in an Oracle Form, If you want to

enter the Supplier name, put your cursor in the Supplier field, the List of Values

icon (…) appears next to the Supplier field. Click the List of Values icon next to

the field or press Ctrl + L.


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After you click the icon or press Ctrl + L, you see a window that asks you to

enter a partial value to see a limited list or keep the “%” to find all the Supplier

names.

Note: This partial value window only appears in fields that may have a long

list of values. In some fields you will go straight to the next window.

If you keep only the wildcard “%” and select Find, you will get the whole list:


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If you type an “A” in front of the “%” and then hit Find or press Enter, only

Supplier Names that start with “A” will display:

If you keep only the wildcard “%” and select Find, you will get the whole list


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Note: In some screen fields you may need to move the cursor out of the Find

field, by clicking once on the first record on the list, for power reduction to work.

If you need to initiate a query to look for specific information in the query

window, type what you are trying to query with „%” sign. Example above:

You clicked in ACCOUNT field but need to see all accounts where the

description has loan. Since you are trying to find the appropriate account

number for type in “%LOAN%” and click Find. The window will display all the

records that have the letters “LOAN” in the Description field.


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Power List:

The Power List feature provides you an even faster method of data entry. If a

field displays a List of Values icon and you know the value you want, simply enter

the first few characters of the value and press Tab. Power List will complete the

entry for you or bring up the LOV window with all records that match the

characters entered.

Using the Calendar Window

You can use List of Values to display the Calendar Window and enter values in

date fields.


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USING FLEXFIELDS

A Flexfield is a flexible data field, made up of one or more segments, which your

organization can customize for your business needs without programming.

Oracle Applications uses two types of Flexfields.

Key Flexfields

A Key Flexfield is a pre-defined flexfield for certain key data elements, such as

Account Code, Item Numbers, Asset Categories, etc. The number and

characteristics of the segments comprising a Key Flexfield can be customized.

In a Key Flexfield window, use the LOV icon, , next to the field to help you enter

the data. The Combinations button will display all valid segment combinations

for the flexfield, and the LOV icon will display just the value for the segment

containing the cursor.


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Descriptive Flexfields

A Descriptive Flexfield is a user-definable flexfield where you can capture

additional information that Oracle Applications has not already provided and

tailor the system to meet the needs of your business. Descriptive Flexfields are

provided in most screens and indicated by square brackets [].

Note: You can only use a Descriptive Flexfield if your System Admin has

defined it.


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ACCESSING ONLINE HELP

The Online Documentation and Help features can greatly enhance your ability

to understand how to accomplish tasks using Oracle Applications. You can also

determine how to identify the user responsible for the entry or maintenance of

the record for further clarification of a business issue.

Help Menu

Select Help > Window Help. A Help window is displayed through your web

browser tool, providing information and a list of topics associated with the

current application window.

You can display online help for any Oracle Applications product listed in the

navigation frame on the left side of the window.


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DISPLAY DATABASE ERROR

This option under the Help menu, Help > Diagnostics > Display Database Error,

gives you recent errors. Errors prefixed by FRM arise from Oracle Forms, errors

prefixed by ORA arise from the Oracle Database, and errors prefixed by APP

arise from the Oracle applications.


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RUNNING REPORTS AND PROGRAMS

Concurrent Processing

To manage information in Oracle Applications, you must be able to run and

monitor reports and programs. In Oracle Applications, you submit reports and

processes, and monitor their status with the Concurrent Processing feature.

Concurrent processing allows you to continue working at your computer while

running noninteractive, data-dependent reports and programs.

Submit Requests

The path to run a new request varies between applications. Some of the

navigation paths are listed below. Once you navigate to the right option,

the Submit a New Request window appears.

Check the request option to submit a single request or a request set,

which is a predefined group of requests. You can submit as many

requests as you like from the Submit Request window. You can even

submit a request more than once if you want to run the same request with

different parameters.


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After checking the type of request you want to run in the previous window, you

will see the Submit Request window:

In this window, you select the request you wish to run and then set Parameters,

Schedule, and Completion Options for it. Each of these functions is discussed in

the following pages.

Note: To exit from this screen without submitting a request, you must click

the Cancel button.


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After you enter all the parameters and options, click Submit Request to run you

requests.

Note: A Parameters window automatically appears if you select a request

that requires parameter values. Some of the parameters may be

mandatory to run certain reports

Note: You can use LOV in most of the parameter fields, but the Calendar

function is not available in this window.


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The Schedule option helps you define a submission schedule. You can define

your schedule to run a request ASAP, at a specific time, or repeatedly at specific

intervals, on specific days of the week or month.


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Completion Options enables you to set the printing style, assign printers, and

enter number of copies to print. You can submit a report to multiple printers and

notify users that a report has been printed. In Oracle Applications, all of the

above printing options can be set at application, responsibility, or user level.


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VIEW REQUESTS

Since all reports, programs, and requests are run as concurrent requests in Oracle

Applications, you can navigate to the Requests window to view the progress of

all of your concurrent requests.

Navigate to the Request window through View > Requests, and you will see a

Find Requests window.

Enter specific criteria in the Find Requests window and click Find

A Requests window with all the requests you queried will appear:


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The Requests window displays a phase and status for each concurrent

request listed. A concurrent request has a life cycle consisting of the following

phases: pending, running, completed and sometimes, inactive.


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Phase Status Description

PENDING Normal Request is waiting for the next available

manager.

Standby Program to run request is incompatible with

other programs currently running and must

wait until they have completed

Scheduled Request is scheduled to start at a future time

or date.

Waiting A child request is waiting for its parent request

to mark it.

RUNNING Normal Request is running normally.

Paused Parent request pauses for all its child requests

to finish.

Resuming All requests submitted by the same parent

request are done.

Terminating Request is terminated per Cancel request.

COMPLETED Normal Request completed successfully.

Error Request failed to complete successfully.

Warning Request completed with warnings.

Canceled Pending or Inactive request canceled.

Terminated Request is terminated per cancellation.

INACTIVE Disabled Program to run request is not enabled.

On Hold Pending request is placed on hold.

No Manager No manager is defined to run the request.

Note: If a request ends with a status of “error”, you should first view the log

file to determine the cause of the problem.


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You can click on various buttons in this window to perform tasks relating to

concurrent processing:

Refresh Data: Use this button to refresh the data in order to display

updated progress of your requests.

Find Requests: Use this button to search for additional requests.

Submit a New Request: Use this button to submit a new request.

View Details: Use this button to view detailed information about your

requests, for example, submission date and scheduling.

Diagnostics: Displays diagnostic information such as when it ran and if it

completes successfully.

View Output: Displays an online view of your report.

View Log: Displays the log file containing information regarding arguments

used and other technical information.

Hold Request: Place a request on hold that has a status of Inactive or

Pending.

Cancel Request: Cancel a request that has a status of Inactive, Pending

or Running.

Reprint: You can reprint a report that has already been run by selecting

the Reprint option under the Tools Menu in this window.


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CREATING A FOLDER

Select Folder > New. You will see a Create New Folder window.

Enter a new and unique folder name.

Select the Autoquery you require.

Note: You must be very careful in assigning the Autoquery option. The

basic rule is that the folder should behave the same as the standard

screen. If, when you enter the standard screen, data is automatically

displayed, set the autoquery option to “Always”; if it is not, set the option

to “Never.”

Recommendation – Please advise your Business Analyst (IT) before

creating folders. In addition, please select Never when creating

folders.

Check 'Open as Default' if you want this folder definition to open as your

default every time you invoke the form.

Check 'Public' if you want other users to have access to this folder.

Click OK when you are finished.


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Defining Query Criteria

One advantage of a folder is that you can customize it to display only the

records you want to see. You can easily define and alter the query criteria

for any folder and save those criteria in a folder definition.

Run the query that you want by either Find Mode or Query Mode. At least

one record has to be retrieved for the folder to memorize the query.

Select Folder > Save to save this query in a folder definition.

You can reset the query criteria by selecting Folder > Reset Query.


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Folder Tools

Click the folder tools button, , on the toolbar for the Folder Tools window:

You can also use the options in the Folder pull-down menu.

Name Most Commonly

Used Selections

Usage

Folder New Create a new folder to store your screen

customizations.

Open Open existing folders that contain your

screen customizations.

Save / Save As Save new folder or changes to folder.

Show Field Show the list of fields that are available for

adding to your screen.

Hide Field Hide the field that your cursor is currently on.

Move Right Shift the field that your cursor is currently on

towards the right.

Move Left Shift the field that your cursor is currently on

towards the left.

Widen Field Make the field that your cursor is currently

on wider.

Shrink Field Shrink the field that your cursor is currently

on.

Change Prompt Change the label of the field that your

cursor is currently on.


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PERSONAL PROFILE

The form will initially list all the available profiles: Profile Name, the system Default

Value and the User Values, if any exist. The System Administrator administers the

default values and the authorities of all the Profiles; however, if the User Value

field is white, it is allowed for update. The navigation path to personal profile is

different in each application.

There are two Profiles that may be changed immediately after a user has been

set up: Printer and Concurrent:Report Copies.

The profile Printers identifies the printer to which your reports will be sent by

default. Place the cursor in this User Value zone to display all the available list

of valid printer IDs. Select the required printer.

The Concurrent:Report Copies profile sets the default number of copies of

your reports to be printed.


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EXPORTING DATA

Exporting data from Oracle Forms is performed as follows.

Select the data you would like to export. The following is an example of

exporting data from Accounts Payable.


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Select Export from the File menu.

Internet Explorer will be started and the following window will appear.

Note: If you do not receive the „File Download‟

window, hold your [Ctrl] key down. The cause could

be related to pop up blocker.

Download file accordingly. Recommendation – Click SAVE and place in

desired location on your network.

Note: If you save file type as *.txt you will have the ability to format columns

as needed. For more information on how to open, save a file please contact

your technical help desk.


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Exporting data from Oracle Reports (Concurrent Requests – View Output) is

performed as follows.

Navigate to Concurrent View Requests window View> Requests

From Find Requests form click Find


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In the Requests Form> View Output

Save output file as text on desired network location


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Open Microsoft Excel

Open file. Note: If you do not see the file, from Excel> Open> confirm your [file

type as] is Text File.


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Follow Text Import Wizard to view data. For assistance on the Text Import Wizard,

contact your Technical Support team. Note; the „break lines‟ should line up with

the end of the data field. The „break lines‟ turn into Excel columns.


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CLOSING ORACLE APPLICATIONS

The proper way to close out of the Oracle Application is as follows:

Select File > Exit Oracle Applications from the drop-down menu in the MDI

Window.

The following caution message will appear – click OK to exit:


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The Applet Viewer will still be open, click the X in the upper right-hand corner to

close.

The user's Personal Homepage will still be open as well. Select a link from the

Homepage or exit the Homepage by selecting File > Exit from the browser drop-

down menu.

Caution

A user is still logged in until the Personal Homepage is closed. If a user exits the

Self-Service Web Applications, the Personal Homepage will close automatically.