Navigating in R12 Oracle

Applications

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

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

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

Logging In to Oracle Applications

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 Navigating from Personal Home Page
to Applications
Forms-based applications Self-Service Applications

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Creating Favorites and
Setting Preferences
Worklist Preferences Favorites

Navigator

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Choosing a Responsibility

Click a link
to the
responsibility.

Click a link
to the function.

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Responsibility Relationships:
Many to One

Accounts
Payable Payroll

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Responsibility Relationships
Responsibility
menu
One to many

Responsibility 1 Responsibility 2 Responsibility 3

Many to
many

User 1 User 2 User 3 User 4

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

Navigator
Menu bar
Toolbar
Region tabs

Functions

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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.

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

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.

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

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.

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

Using Forms and Menus

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Navigating to a Form

Click for a
Function.

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Data Flow Across Oracle
Applications

Oracle Data entry Oracle

Inventory General Ledger

Forms Tables Oracle Server

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Form Terminology

MDI window Tool tip

Menu bar
Help

Title bar
LOV icon

Window
Record
or row
Check box
Block
Pop-up list
Scrolling
region

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Form Terminology

Region

Region tab Field

Button

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Field Colors

Field color Description

White It allows data entry.

Blue with Black text It indicates drilldown capability.

Yellow It requires data entry.

White with Green text It is display only.

Blue It indicates fields to use in “Query-

Enter” mode.

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

 Creating and Saving a New
Record
New Save

 (M) File > New (M) File > Save

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Editing and Deleting a Record

Edit  Delete

(M) Edit > Record (M) Edit > Delete

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Using a List of Values
Click LOV icon
in the field.

The list of
valid values
is displayed.

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LOV: Shortcuts
 AutoSelection
 List Search
 Long-List Fields
 Power List

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Using Calendar

Choose a Choose a
month. year.

Choose a
day.

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Clearing Data

Clear

(M) Edit > Clear > Record

(M) Edit > Clear > Field
(M) Edit > Clear > Block
(M) Edit > Clear > Form

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Copying Data from a Record
 Verify your data because all fields may not copy.

Item number Quantity Price Discount %

Item number Quantity Discount %

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Searching for Information

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Query Versus Find

Query mode Find mode

Menu bar, [F11] Menu bar, Toolbar

Existing window Find window

Wildcards List of values

Query count No find count

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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.

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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.

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Query Operators
Operator Meaning Example

= Equal to = ‘Janet’ = 107

!= Not equal to != ‘Janet’ != 107

> Greater than >99.1 > ‘Joan’

>= Greater than or equal to >=55

< Less than <1000.00

<= Less than or equal to <= 100

#BETWEEN Between two values #BETWEEN 1 and 100

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 Accessing Online Help

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Using Window Help
Navigation frame Search frame

(M) Help > Window Help Document frame

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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.

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 Running Reports and Programs

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Using Concurrent Processing

Request Request
queue
runs.
Submits
request Request 1
Request 2
Request 3
Request 4 Other
online
Perform other jobs
online interactive
tasks.

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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.

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE

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

Prepared by: SALAIH MUHAMMAD (FCA, PMP) ORACLE