1. 2 Copyright © 2007, Oracle. All rights reserved. Navigating in R12 Oracle Applications

2. Copyright © 2007, Oracle. 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 Choose a responsibility Create Favorites and set Preferences 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 © 2007, Oracle. All rights reserved. 2 - 3 Logging In to Oracle Applications

4. Copyright © 2007, Oracle. All rights reserved. 2 - 4 Navigating from Personal Home Page to Applications Forms-based applications Self-Service Applications

5. Copyright © 2007, Oracle. All rights reserved. 2 - 5 Creating Favorites and Setting Preferences PreferencesFavoritesWorklist Navigator

6. Copyright © 2007, Oracle. All rights reserved. 2 - 6 Choosing a Responsibility Click a link to the function. Click a link to the responsibility.

7. Copyright © 2007, Oracle. All rights reserved. 2 - 7 Responsibility Relationships: Many to One Accounts Payable Payroll

8. Copyright © 2007, Oracle. All rights reserved. 2 - 8 Responsibility Relationships Responsibility menu User 1User 3User 2User 4 One to many Many to many Responsibility 1Responsibility 2Responsibility 3

9. Copyright © 2007, Oracle. All rights reserved. 2 - 9 Navigator Toolbar Functions Region tabs Menu bar

10. Copyright © 2007, Oracle. 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: –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.

11. Copyright © 2007, Oracle. 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 © 2007, Oracle. 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 © 2007, Oracle. All rights reserved. 2 - 13 Using Forms and Menus

14. Copyright © 2007, Oracle. All rights reserved. 2 - 14 Navigating to a Form Click for a Function.

15. Copyright © 2007, Oracle. All rights reserved. 2 - 15 Data Flow Across Oracle Applications Oracle Inventory Data entryOracle General Ledger FormsTablesOracle Server

16. Copyright © 2007, Oracle. 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 © 2007, Oracle. All rights reserved. 2 - 17 Form Terminology Region Region tab Field Button

18. Copyright © 2007, Oracle. All rights reserved. 2 - 18 Field Colors It indicates fields to use in “Query- Enter” mode. Blue It is display only.White with Green text Yellow Blue with Black text White Field color It allows data entry. It requires data entry. It indicates drilldown capability. Description

19. Copyright © 2007, Oracle. All rights reserved. 2 - 19 Creating and Saving a New Record (M) File > New NewSave (M) File > Save

20. Copyright © 2007, Oracle. All rights reserved. 2 - 20 Editing and Deleting a Record Delete Edit (M) Edit > Record (M) Edit > Delete

21. Copyright © 2007, Oracle. All rights reserved. 2 - 21 Using a List of Values Click LOV icon in the field. The list of valid values is displayed.

22. Copyright © 2007, Oracle. All rights reserved. 2 - 22 LOV: Shortcuts AutoSelection List Search Long-List Fields Power List

23. Copyright © 2007, Oracle. All rights reserved. 2 - 23 Using Calendar Choose a year. Choose a day. Choose a month.

24. Copyright © 2007, Oracle. 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 © 2007, Oracle. All rights reserved. 2 - 25 Copying Data from a Record Verify your data because all fields may not copy. Item numberPriceDiscount %Quantity Item numberDiscount %Quantity

26. Copyright © 2007, Oracle. All rights reserved. 2 - 26 Searching for Information

27. Copyright © 2007, Oracle. All rights reserved. 2 - 27 Query Versus Find No find countQuery count Wildcards Existing window Menu bar, [F11] Query mode Menu bar, Toolbar List of values Find window Find mode

28. Copyright © 2007, Oracle. All rights reserved. 2 - 28 Using Find Mode Click the Find icon on the toolbar: Click the Find button on the Form. Specify your search criteria. Review the retrieved records.

29. Copyright © 2007, Oracle. 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 © 2007, Oracle. All rights reserved. 2 - 30 Query Operators Operator = != > >= < <= #BETWEEN Example = ‘Janet’ = 107 != ‘Janet’ != 107 >99.1 > ‘Joan’ >=55 <1000.00 <= 100 #BETWEEN 1 and 100 Meaning Equal to Not equal to Greater than Greater than or equal to Less than Less than or equal to Between two values

31. Copyright © 2007, Oracle. All rights reserved. 2 - 31 Accessing Online Help

32. Copyright © 2007, Oracle. All rights reserved. 2 - 32 Using Window Help (M) Help > Window Help Navigation frame Document frame Search frame

33. Copyright © 2007, Oracle. All rights reserved. 2 - 33 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.

34. Copyright © 2007, Oracle. All rights reserved. 2 - 34 Running Reports and Programs

35. Copyright © 2007, Oracle. All rights reserved. 2 - 35 Using Concurrent Processing Submits request Request queue Request runs. Other online jobs Perform other online interactive tasks. Request 1 Request 3 Request 4 Request 2

36. Copyright © 2007, Oracle. All rights reserved. 2 - 36 Running Reports and Programs Concurrent processing: –Run noninteractive 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.

37. Copyright © 2007, Oracle. All rights reserved. 2 - 37 Summary After completing this lesson, you should have learned how to: Log in to Oracle Applications Use Forms and Menus Use functionality of the buttons and tabs that appear in the Navigator window and other forms Create Favorites and set Preferences 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