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8/7/2019 Oracle_Navigation.1.15.08
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Page 1 1/15/2009
Oracle R12
Navigation
Author: Myrna Brown
Creation Date: January 08, 2009
Last Updated: January 13, 2008
Document Ref: Oracle R12 NavigationVersion: 1.0
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TABLE OF CONTENTS
Overview ............................................................................................................................................... 3 About this Guide .................................................................................................................................. 3 Signing on .............................................................................................................................................. 4 Responsibility ......................................................................................................................................... 5 The MDI Window .................................................................................................................................. 7 The Navigator Window ....................................................................................................................... 8 Functions Tab ........................................................................................................................................ 8 Top Ten List ............................................................................................................................................ 9 List of Values.......................................................................................................................................... 9 Documents Tab ..................................................................................................................................10 Menu and Toolbar .............................................................................................................................11 Pull-Down Menus ................................................................................................................................11 Tools > Close Other Forms ................................................................................................................12 Toolbar Icons.......................................................................................................................................12 Keyboard Shortcuts ...........................................................................................................................14 Complete list of keyboard shortcuts ..............................................................................................15 Retrieving Data ..................................................................................................................................16 Query ....................................................................................................................................................16 Using the Find Mode..........................................................................................................................16 Query Mode .......................................................................................................................................17 Using the Query Mode ......................................................................................................................17 Query Mode Operators ....................................................................................................................18 Entering Data ......................................................................................................................................19 Color Coded Fields ............................................................................................................................19 Using a List of Values .........................................................................................................................20 Power List: ............................................................................................................................................24 Using the Calendar Window ............................................................................................................24 Using Flexfields ....................................................................................................................................25 Key Flexfields .......................................................................................................................................25 Descriptive Flexfields .........................................................................................................................26 Accessing Online Help ......................................................................................................................27 Help Menu ...........................................................................................................................................27 Display Database Error .....................................................................................................................28 Running Reports and Programs ......................................................................................................29 Concurrent Processing .....................................................................................................................29 Submit Requests .................................................................................................................................29 View Requests ....................................................................................................................................34 Creating a Folder ...............................................................................................................................38 Defining Query Criteria .....................................................................................................................39 Folder Tools ..........................................................................................................................................40 Personal Profile ...................................................................................................................................41 Exporting Data....................................................................................................................................42 Closing Oracle Applications ............................................................................................................48 Caution ................................................................................................................................................49
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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 businessinformation.
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 R12. The aim is to enable you to navigate within
any of the Oracle Applications forms, regardless of the application module.
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THE PERSONAL HOMEPAGE
The Personal Homepage has been added in R12 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 theSelf-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 menuitem. Same as double-clicking or choosing theOpen button.
– Expands all
sublevels of the currentlyselected item.
–Expands all sublevels
of the navigation list.
– Collapses theselected item. Same asdouble-clicking.
–Collapses allitems of thenavigation list.
Top Ten List
• Navigation shortcuts to your most frequently used forms can be saved in thetop 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 toexecute.
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, andreturns form to state where 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
window under the documents tab·Log onas a different User: Display the sign on window
·Switch Responsibility: Change your responsibility·Print: Print the current window
·Close Form: Close current window
·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 currentfield
·Duplicate: -Record Above:Copy value from pior row
-Field Above: Copy value from prior field·Clear: -Record: Erase current record from window
-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 with multi-select).·Deselect All : Deselect all selected records except for the
current record (for blocks with multi-select).·Edit Field: Display Editor for current field
·Preferences: -Change password-Profiles·
View·Show Navigator
·Zoom·Find: Display the Find window 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 inthe previous query-by-example
-Count Matching Records: Count the number of recordsthat would 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 window·Attachments: Display the Attachments window
·Summary/Detail: Switch between the summary and detailviews 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 Down: Move the current field down
·Widen Field: Increase the width of the current field·Shrink Field: Decrease the width of the current field·Change Prompt: Change the prompt for the current field·Autosize All: Adjust all field widths to completely show their
data.·Sort Data: Toggle the display of the Order By Buttons so
you can specify the sort order for the first three fields·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 window
·Oracle Applications Library : Display a window 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 off)-Debug
-Properties: Item/Folder -Custom Code: Normal/Off
·Record history: Display information about the currentrecord, such as who created or updated it·About Oracle Applications: Display information about the
current window and application, including versioninformation
Tools·Product specific entries, or may be disabled if no entiries
exist.
Window·Cascade:Display any open windows in a "cascaded" or stair stepped fashion
·Tile Horizontally: Display any open windows in a tiled
horizontal (non-overlapping) fashion·Tile vertically: Display any open windows in a vertical (non
verlapping) fashion·Forms Currently Open in Oracle Applications: Each form
open in Oracle Applications will be listed numerically
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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 menuunder
• Help>Keyboard Help.
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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.
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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 capabilityYellow 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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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 Flex fields
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 areprovided 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 ofthe 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 APParise 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 non interactive, 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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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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• 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 withother 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 logfile 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 creatingfolders.
• 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 ontowards 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 Valuefield 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 ofexporting 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 indesired 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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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.
Contact Information
If you have any questions or problems signing in please contact:
Myrna BrownOffice: 602.537.2211
Cell: 408.422.7600
Email: Myrna Brown/AMER/TRS/AEXP@AMEX