Oracle 11.5.9 General Navigation Overview 1
Logging On to Oracle Applications You may access Oracle, by logging onto the ATC Applications Login System Status page located at www.atc.caltech.edu/support/index.php and clicking on the Administrative Applications link. After starting the application, the first window the user will see is the logon window. The Oracle Applications user name and password is entered here. This is different from the user name and password used to logon to your computer. If the user is not sure what his/her Oracle Applications user name and password are, contact the IMSS Help Desk at extension 3500. Oracle Applications security is based on an individual s Oracle user name. The Oracle user name connects the user to their Responsibilities, which controls the users access to applications, functions, reports, and data. 2
Personal Homepage Selecting a Responsibility After logging in the Oracle E-Business Suite Homepage is displayed. Once the user has logged on the system will display types of access, or Responsibilities available to the user. A Responsibility is a set of data, menus, and forms that provides a particular level of authority or access while using the system. Responsibility Properties Following is a list of particular properties that are found in Oracle Applications Responsibilities as provided by Information Security: A specific application(s) A restricted list of windows to which the user can navigate A restricted list of functions the user can perform Reports in a specific application groups of reports can be assigned to one or more Responsibilities so the Responsibility chosen determines the reports the user can submit and run 3
Personal Homepage Choosing a Responsibility Each user has at least one Responsibility and several users may have the same Responsibility type. IMSS Information Security will assign a user with the Responsibility(ies) needed to perform his/her job as approved by the users supervisor. If the user has only one Responsibility, he/she will go directly to the Navigator window for that Responsibility. If the user has more than one Responsibility, the select the appropriate Responsibility by highlighting it and selecting OK. 4
Navigator Navigator Window The Navigator window displays the name of the Responsibility selected in the title bar. MENU BAR TOOLBAR REGION FUNCTIONS This window is used to navigate to a form in order to perform specific business processes. The user can navigate to the forms that are displayed in the navigation list on the left side of the Navigator window. 5
Navigator (continued) 11i Navigator 1 2 3 1. The menu remains fixed to the window. 2. The Expand and Collapse appear on the left hand side of the Navigator. 3. The Top Ten list is displayed on the right hand side of the Navigator. 6
Navigator 4. The Close Existing Windows is in the window menu under Tools and is called Close Other Forms. This box must be checked to automatically close all open windows. The items under Tools as shown when in the Navigator, the list of items shown will be dependent on the module and form the user is in. 7
The Toolbar Using the Toolbar The toolbar is a collection of iconic buttons where each button performs a specific action when chosen. Each toolbar button replicates a commonly used menu bar item. Depending on the context of the current field or window, a toolbar button may be enabled or disabled. The user can display Help or a tool tip for an enabled toolbar button by holding the mouse over the button. Edit Fields Save Next Step Print Zoom Translations Attachments Close Form Folder Tools Help New Cut Alter Effective Date Find Copy Date Track History Show Navigator Paste Export Data Clear Record Delete 8
Toolbar Icons New Creates a new record in the active form. Find... Displays the Find window to retrieve records. Show Navigator Displays the Navigator window. Save Saves any pending changes in the active form. Next Step Print Close Form Cut Copy Paste Clear Record Delete Edit Field... Zoom Translations... Attachments... Folder Tools Alter Effective Date Date Track History Export Data Window Help Updates the Process workflow in the Navigator by advancing to the next step in the process. Also saves any pending changes in the active form. Prints the current screen that the cursor is in. In some cases it may print a report associated with current data. Closes all windows of the current form. Cut the current selection to the clipboard. Copies current selection to the clipboard. Pastes from the clipboard into the current field. Erases the current record from the window. Deletes the current record from the database. Displays the Editor window for the current field. Launches custom-defined Zoom (drill-down behavior). Launches the Translations window (if multiple languages are installed). Launches the Attachments window. If one or more attachments already exist, the icon changes to a paper clip on a piece of paper. Displays the folder tool palette. View and/or update information at current or another date. Displays changes made to a date-tracked record over time. Exports to user-selected spreadsheet application. Displays help for the current window. 9
Menus Using Menus and Other Areas Oracle Applications use a Multiple Document Interface (MDI). All windows are displayed inside a single container window, with a single toolbar, menu bar, message line, and status line attached to that window. The message line displays pertinent information for processing the form. The status line displays status information. The pull-down menu bar includes the following menus: File Edit View Folder Tools Window Help Use these menus to navigate through a form, to edit or retrieve data, or to perform various other actions. In addition to the pull-down menu, the user can access the following menu bar items by right mouse clicking on an item: Cut Copy Paste Folder Menu Help 10
Menus (continued) File Menu New Created a new record in the active form Open Opens the detail screen for the current selection Save Saves any pending changes in the active form Save and Proceed Saves any pending changes in the active form and advances to the next record Export Exports information in the current form to a browser Place on Navigator Created an icon in the Documents tab of the Navigator which can be used to recall the active form and its current record Log on as a Different User Allows the user to log on to Oracle Applications again as a different user Switch Responsibility Allows the user to change the Responsibility from the current log on Print... Prints the current window. Close Form Closes all windows of the current form Exit Oracle Applications Quits Oracle Applications 11
Menus (continued) Edit Menu Undo Typing Undoes any typing done in a field before the field is exited and returns the field to the most recent value 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 Copies all values from the prior record to the current record Duplicate Field Above Copies the value of the current field from the prior row Clear Record Erases the current record from the window Clear Field Clears the data from the current field Clear Block Erases any pending changes from the current form Delete Deletes the current record from the database Select All Selects all records (for blocks with multi-select) Deselect All Deselects all selected records except for the current record (for blocks with multi-select) 12
Menus (continued) Edit Field... Displays the Editor window for the current field Preferences Change Password Displays the Change Password dialog box Preferences Profiles Displays the Profiles window View Menu Show Navigator Displays the Navigator window Zoom Invokes custom defined zooms Find... Displays the Find window to retrieve records Find All Retrieves all records Query by Example Enter Invokes Enter Query mode to enter search criteria for a query-by-example Query by Example Run Executes the query-by-example Query by Example Cancel Cancels the query-by-example by existing from Enter Query mode Query by Example Show Last Criteria Recovers the search criteria used in the previous query-by-example Query by Example Count Matching Records Counts the number of records that would be retrieved if the user ran the current query-by-example 13
Menus (continued) Record First Moves the cursor to the first record Record Last Moves the cursor to the last record Translations... Displays the Translation window Attachments... Displays the Attachments window Summary/Detail Switch between the summary and detail views of a combination block Requests Displays the Request window Folder Menu 14
Menus (continued) For some forms, the user can personalize the presentation of data within a form by using a folder definition. With a folder definition the user can modify the width, sequence, and prompts of the fields to display. Additional features of a folder definition are: Displaying only those fields the user is interested in viewing Displaying a subset of records based on the users specific criteria Automatically querying for a subset of records each time the user opens a specific folder Keeping the folder customizations private or making them public for others to use Making the customizations the default layout for the folder Tools Menus The Tools menus may contain up to 15 product-specific entries. Examples of product-specific entries may include a list of commonly used Inquiry windows in the application or a commonly used window that a user may want to display for a quick reference. In some applications, up to two additional menus may appear after the Tools menu. These menus are usually labeled Reports and Actions, but may be different depending on the products that are being used. Like the Tools menu, these menus each allow up to 15 productspecific entries. 15
Menus (continued) Window Menu Cascade Displays any open window in a cascaded or stair-stepped fashion Tile Horizontally Displays any open windows in a horizontally tiled (nonoverlapping fashion Tile Vertically Displays any open window in a vertically tiled (non-overlapping) fashion 1 (Title of Open Window) Displays a list of open window titles in the order in which they are stacked Help Menu Window Help Displays Help from the current window Oracle Applications Library Displays a window that lists all available Oracle Applications Help test Keyboard Help... Displays the current mapping of specific functions and menu options Diagnostics There are multiple Diagnostics menus used for coding and debugging Record History Displays information about who created and updated the current record About Oracle Applications Displays information about the current window and application 16
The Oracle 11i - Screen Screen In the 11i version of the Oracle Applications screen, users will find that the menu and toolbar remain fixed in the screen. 3 6 7 11 9 1 8 10 5 12 2 4 14 13 1. Applications Screen 2. Title Bar 3. Menu 4. Toolbar 5. Window Title 6. Required Field (yellow) 7. Field 8. Region Title 9. Disabled Button 10. Checkbox 11. Region Border 12. Button (enabled) 13. Message Line 14. Status Line 17
Fields Fields Fields are used to enter, view, update, or delete information. A field prompt describes each field by telling what kind of information appears in the field or what kind of information should be entered in the field. 18
Field Colors What Field Colors Indicate Each block contains fields the user can use to enter, view, update, or delete information. A field prompt describes each field by telling the user what kind of information appears in the field or what kind of information the user should enter in the field. Fields are color coded to indicate their type as follows: White fields allow data entry Yellow fields require data entry Blue fields indicate fields to use in Query-Enter mode The term field generally refers to a test field, an area in a window that either displays data or allows the user to enter data. A field, however, can also include a button, check box, option group, or pop list. 19
Fields Colors (continued) Allow Data Entry Required Data Entry Query-Enter Mode 20
Windows Navigator Window Use the Navigator window to navigate to a form to perform a specific business activity. The Navigator window is always present during Oracle Application sessions and displays the name of the current Responsibility in its window title. WINDOW TITLE SELECT A FUNCTION 21
Windows (continued) Window A window, is a box around a set of related information on the screen. Many windows can appear on the screen simultaneously and can overlap, appear adjacent to, or on top of each other. Oracle will allow the user to arrange the windows in the following three ways: cascade, tile horizontally, or tile vertically. The user can move a window to a different location on the screen. A window title at the top of each window indicates the name of the window, and occasionally, context information pertinent to the contents of the window. Window Title Cascade 22
Windows (continued) Tile Horizontally Tile Vertically 23
Windows (continued) Minimizing, Maximizing, and Closing Windows The following icons will be found in the upper right portion of every window. These should be used to: Minimize Maximize Close 24
Changing the Oracle Password Password Update The user can change his/her password at any time during their session and it will be in effect the next time he/she logs on. To change the Oracle password from the window menu bar, under Edit, select Preferences and then select Change Password. Enter the current password and the new password in the New Password field and in the Re-enter New Password field and select OK. NOTE: The password must me at least 7 characters in length, must include at least one number and cannot have duplicate repeating characters such as aa or 11. If the user cannot remember his/her Oracle password, contact the IMSS Help Desk at extension 3500. 25
Switch Responsibility Responsibilities The user can switch Responsibilities at any time during his/her session. By switching Responsibilities the user can access functions pertinent to that Responsibility. To change switch Responsibilities, from the window menu bar, under File, select Switch Responsibility.... You may also use the Hat icon located on the Toolbar. Select the new Responsibility from the list of values and select OK. This will take the user to the Navigator for the chosen Responsibility. 26
Concurrent Requests Report Request The user will first choose whether to run a single request or a request set. Select the request information and entering parameter values if required. 27
Concurrent Requests (continues) If the user determines a need to define a submission schedule, he/she will need to select Schedule. This will open the Schedule window. The look of the Scheduling window will change based on the Run the Job option selected. The Apply a Saved Schedule feature allows the user to re-use a previously defined and saved schedule. 28
Concurrent Requests (continued) Selecting OK will return the user to the Submit Request window. The user must select Options to enter the print and number of copies. Once completed, select Submit. This automatically opens the Requests window. In the Requests window, the user will see the most changes. Use the Refresh Data button to prompt the process along. Screen colors help the user identify the status of the request. Green pending, running, or scheduled requests Yellow completed requests with status of Warning Red requests that complete with a status of Error 29
Concurrent Requests (continued) The user can cancel a request or place it on hold in this window. The user also has the ability to access the Find Requests and Submit a New Request windows directly from this window. The User has the following options in this window, Diagnostics, View Log, View Output and View Details. 30
Submitting a Concurrent Request How to Submit a Request and Define Parameters 1. Navigate to the Submit a New Request Window. Dependent on the module the user is in will determine how to access this window. Under Other select Requests, Run and then Open. 2. Check the Request option to submit single requests, or choose to submit a predefined group of requests by checking Request Set and then select OK. 3. Use the Copy button to open the Prior Request window to take advantage of previously entered request submissions or select the Name of the request (report or program) to run from the list of available requests. Please remember that the responsibility used determines the request group and the requests that will appear in the list. 31
Submitting a Request (continued) 4. A Parameters window will automatically appear is a request is selected that requires parameter values. The prompts in the Parameters window are specific to the request that is selected. 32
Submitting a Request (continued) 5. Enter the values in the required parameter fields and select OK. The Parameters window closes and the parameter values are concatenated and displayed in the Parameters field. 33
Logging Off of Oracle Applications Exiting Oracle Applications To log out of Oracle, from the menu bar, under File, select Exit Oracle Applications and then select OK. 34
Logging Off of Oracle Applications Once the user has exited from the Oracle, the E-business Suite and Oracle splash page windows will still be open. In order to complete the logoff process you must first click on the Logout link on the E-Business Suite page then close both browsers. It is important to exit the system in this manner, rather than any other, to ensure that the users User Name is cleared from the system active logon files. If the user fails to exit using these steps, this could allow anyone to access any responsibility available from the Portal page. 35