Navigating in Oracle

Navigating in OracleApplications Release 11Student Guide

Motorola Internal Use Only

Nav igating in Oracle Applications Release 11i

Table of Contents

Introduction ....................................................................................................... 1-1Introduction...................................................................................................... 1-2Overview of Oracle Applications .......................................................................... 1-3

Signing On and Off Oracle Applications ................................................................ 2-1Signing On and Off Oracle Applications................................................................. 2-2Starting Oracle Applications ................................................................................ 2-3Choosing a Responsibility................................................................................... 2-5Expanding or Collapsing the Navigation List .......................................................... 2-8Signing On and Off Oracle Applications................................................................. 2-10

Using Forms and Menus ...................................................................................... 3-1Using Forms and Menus ..................................................................................... 3-2The Navigator Window ...................................................................................... 3-3Basic Form Terminology .................................................................................... 3-4The Applications Toolbar.................................................................................... 3-8The Toolbar Icons.............................................................................................. 3-9Using Forms and Menus ..................................................................................... 3-15

Entering Data Using Forms .................................................................................. 4-1Entering Data Using Forms ................................................................................. 4-2Creating and Deleting Records ............................................................................. 4-3Using a List of Values......................................................................................... 4-5Entering Data Using Forms ................................................................................. 4-6Clearing Data.................................................................................................... 4-12Duplicating Data................................................................................................ 4-13Flexfields ......................................................................................................... 4-14Key Flexfields ................................................................................................... 4-16Descriptive Flexfields ......................................................................................... 4-17Saving Your Work............................................................................................. 4-18

Searching for Data .............................................................................................. 5-1Searching for Data ............................................................................................. 5-2Searching for Information.................................................................................... 5-3Find Mode ....................................................................................................... 5-5Query Mode...................................................................................................... 5-7Speci fying Search Criteria ................................................................................... 5-9The Difference between Query Mode and Find Mode............................................... 5-10Reviewing Retrieved Records............................................................................... 5-11

Accessing Online Help ......................................................................................... 6-1Accessing Online Help ....................................................................................... 6-2Display Database Error ....................................................................................... 6-8

Running Reports and Programs............................................................................ 7-1Running Reports and Programs ............................................................................ 7-2Reports and Programs......................................................................................... 7-3Concurrent Processing ........................................................................................ 7-4Standard Request Submission .............................................................................. 7-6Submitting a Request ......................................................................................... 7-7Viewing Requests .............................................................................................. 7-11Four Phases of a Concurrent Request ..................................................................... 7-14Running Reports and Programs ............................................................................ 7-19Printing, Storing and Retrieving Reports ................................................................ 7-21


Nav igating in Oracle Applications Release 11ii

Customizing the Presentation of Data .................................................................... 8-1Customizing the Presentation of Data..................................................................... 8-2Oracl e Applications Folders................................................................................. 8-6Folder Tools Menu ............................................................................................ 8-7Customizing the Presentation of Data..................................................................... 8-8

Managing an Attachment to a Form ...................................................................... 9-1Managing an Attachment to a Form ...................................................................... 9-2The Attachment Icon.......................................................................................... 9-3Managing an Attachment to a Form ...................................................................... 9-4

Viewing Common Forms...................................................................................... 10-1Viewing Common Forms.................................................................................... 10-2

Item Information Form.................................................................................... 10-4Indented Bills Form........................................................................................ 10-9Orders Summary Form.................................................................................... 10-14View Sales Orders Form.................................................................................. 10-19


Nav igating in Oracle Applications Release 111 - 1

IntroductionChapter 1



Introduction

Course Objectives

After completing this course, you should be able to do the following:

� Sign on and off of Oracle Applications

� Enter and maintain data using Oracle Applications forms

� Search for data using Oracle Applications forms

� Access online Help within the Oracle Applications environment

� Run and monitor reports and programs

� Customize the presentation of data in Oracle Applications forms

� Manage an attachment to a form

� View some commonly used forms

Introduction

This course discusses the basic features of navigating within OracleApplications, Release 11. The aim is to enable you to navigate within anyof the Oracle Applications forms, regardless of the application module.You will learn to enter data, retrieve information in the form of a query,maintain data, and access online Help. Additionally, concurrent processingand standard report submission topics will be discussed.

This course is intended for all end users of Oracle Applications as aprerequisite to any applications course.



Overview of Oracle Applications

Oracle Applications

Oracle Server

Data entry

Forms Tables

OracleOrder Entry

OracleGeneral Ledger

Sample Flow of Oracle Applications Data

Oracle Applications is a tightly integrated family of application productsthat share a common look and feel. Using the menus and windows ofOracle Applications, you have access to all the functions that you need tomanage your business information.

Oracle Applications software is highly responsive to users by providingfull point- and-click capability. You use your mouse or keyboard tooperate graphical controls such as pull-down menus, buttons, pop-up lists,check boxes, or alternative regions. An Oracle Applications form is auser’s interface to business data stored in the database. You may havecalled it a “screen” in other applications. You navigate between and withinforms to enter and access information from the database.



Signing On and OffOracle ApplicationsChapter 2



Signing On and Off Oracle Applications

Section Objectives

At the end of this section, you should be able to:

� Log on to Oracle Applications

� Choose a responsibility

� Use the Oracle Applications Navigator

� Explain the function of the buttons that appear on the Navigatorwindow and other forms

� Discuss the various components of an Oracle Applications form

� Log off of Oracle Applications

Navigating in Oracle Applications

To use Oracle Applications productively, you need to understand thevarious components of a form, the menu paths, and keystrokes necessaryto access and navigate within the system to perform your various jobtasks.



Starting Oracle ApplicationsYour connection to Oracle is driven through the internet. When youinitially launch Oracle applications, you will see a Microsoft InternetExplorer window open. This window runs the Java applet that connectsyou to the production instance (database).

Windows NT Desktop

Start � Programs � Oracle Production � Production

Oracle Applications Sign On



Starting Oracle Applications

Logging On to Oracle Applications

� User Name: Enter your assigned username, typically yourMotorola Core ID. A username is a unique identifier for eachperson who will use the system.

� Password: Enter your password. The first time you log in, thesystem will warn you that your password has expired and youwill be required to change your password.

The Password field does not actually display the characters that youtype into it in order to protect the confidentiality of your password.You should keep your password confidential to prevent unauthorizedusers from gaining access to the system.

� Connect: Click Connect when you are finished entering yourusername and password.



Choosing a Responsibility

Responsibility Relationships:Many to One

PayrollAccountsPayable

Selecting a Responsibility

Once you have used the sign-on form to begin the logon process, you musttell the system what type of access you will be using. A responsibility is apredefined set of data, menus, and forms that defines your particular levelof authority while using the system. For example, you would want theAccounts Payable department of your company to access the invoiceforms of the system, but you would not want them to be able to access anypayroll information. Another example is that the controller of adepartment would want to have access to all the data that his or heremployees can use, so the controller would want access to both accountspayable and payroll information.




Properties

The following is a list of the types of responsibilities and their particularproperties that can be defined in Oracle Applications by your systemadministrator:

� A restricted list of windows to which you can navigate. Forexample, a responsibility may allow certain Oracle Financialsusers to enter invoices, but not to enter suppliers (vendors) orcustomers.

� A restricted list of functions you can perform. For example, tworesponsibilities may have access to the same window, but thewindow of one responsibility may have additional functionalbuttons.

� Reports in a specific application. Your system administrator canassign groups of reports to one or more responsibilities, so theresponsibility you choose determines the reports that you cansubmit.




Responsibility Assignments

Each user has at least one responsibility and many users can share thesame responsibility. Your system administrator can assign you any of thestandard responsibilities provided with Oracle Applications, or create newcustom responsibilities for you.

If your system administrator assigns you just one responsibility, youwill not see the Responsibility window. You will go right into theNavigator window for your assigned responsibility.

If your sign-on opens a Responsibilities window, use one of the followingmethods to select a responsibility:

� Use the up and down arrows to select a value and press [Return]on your keyboard.

� Use your mouse to select a value and click OK.

� Double-click a highlighted value to choose it



Expanding or Collapsing the Navigation List

Navigator Window

The Navigator window displays the name of the responsibility you selectin the window's title bar.

Use this window to navigate to a form so you can perform a specificbusiness flow. The forms that you can navigate to are displayed in anavigation list on the left side of the Navigator window.

Expanding or Collapsingthe Navigation List

Choose one of the following methods toexpand an item to its next sublevel form:• Double-click the item.• Select the item and

choose Open.• Select the item and

choose Expand.To collapse an expanded item,select the item and choose Collapse.

Navigator Buttons

Each user can access the Oracle Applications forms in several ways so thatthey can use the system quickly, according to their own computer style.



Expanding or Collapsing the Navigation List

Expanding or Collapsing theSeveral Items

To expand or collapse several items atonce, choose one of the followingbuttons:• Expand All Children expands all the

sublevels of the currently selecteditem.

• Expand All expands all the sublevelsof all expandable items in thenavigation list.

• Collapse All collapses all currentlyexpanded items in the navigation list.

Navigator Buttons

Click any of these buttons to expand or collapse several items listed on theNavigator Menu.



Signing On and Off Oracle ApplicationsAny Oracle Applications form

M � Action � Exit Oracle Applications

Exiting Oracle Applications

� Menu Bar: Choose Action � Exit Oracle Applications or the F4function key to log off the system

It is important to exit the system in this manner, rather than any other,as this is the only way to ensure that your username is cleared fromsystem access.

You will also have to close the Internet Explorer window that wasopened when you initially started Oracle Applications.



Using Forms and MenusChapter 3



Using Forms and Menus

Section Objectives


� Open a form from the Navigator window

� Define basic form terminology

� Use the Applications toolbar

� Use various menu options available in Oracle Applications

� Discuss keyboard shortcuts


This lesson discusses using forms and menus from the Navigator window.Form terminology, the Applications toolbar, and keyboard shortcuts willbe explained to enable you to move quickly within Oracle Applicationsforms.



The Navigator Window

Navigator: Functions

The Navigator Window

Each Oracle application has a Navigator window, which is the startingpoint for access into the application and the basis for a user to decidewhich job task they would like to perform.

Use the "Close Other Forms" check box to specify whether multiple formsmay be opened at the same time. You can switch between open windowsby clicking on the desired window or by using the taskbar.



Basic Form Terminology

Form Terminology2 31

Form Terminology

Oracle Applications Release 11 works specifically in a Network ComputerArchitecture (NCA), or Web-enabled environment. It is important tounderstand the terminology of the components within an OracleApplications form. The following table defines 13 common terms used inOracle Applications forms.

LabelNumber

Term Definition

1 Menu bar Use pull-down menus from this menu bar to navigatewithin a form

2 Window An area where the user interacts with an application(Many windows can be open at one time and you canaccess these “overlapping” windows to perform dataentry or data search activities)

3 Window title Text in the tit le bar that indicates the name of thewindow, and usually, context information pertinent tothe information in that window




Form Terminology

4

5

6

7

Form Terminology

LabelNumber

Term Definition

4 Region A logical grouping of fields set apart from otherfields by a box outline

5 Alternativeregion

A collection of regions that occupy the same spacein a window where only one region can bedisplayed at a t ime

6 Field An area in a window that displays data or enablesyou to enter data

7 Button A graphic element that initiates a predefined actionwhen you click it




Form Terminology

8

9

10 11

Form Terminology

LabelNumber

Term Definition

8 Option buttonA button that indicates an individual selection isavailable within an option group

9 Dialog box A window that requires you to act on its contentbefore continuing

10 Scrollingregion

A region, containing a scroll bar, in which to viewother fields

11 Block An area of information relative to a specific businessfunction or entity




Form Terminology

12 14

13

Form Terminology

LabelNumber

Term Definition

12 Record or Row A set of one or more data items grouped forprocessing

13 Check box A box in which you can toggle between an on/offor yes/no state for a particular value

14 Pop-up list orLOV

A list of values (LOV) for the current field, ifavailable



The Applications Toolbar

The Toolbar Window

1

23

Using the ToolbarThe Toolbar window replicates many commonly used menu items so thatyou can invoke their actions quickly without having to search for them inthe menu bar. The Toolbar window will display information in themessage line that relates to the active form.

You may need to resize or reorganize other open windows to keepthese lines visible at all times.

# Term Definition

1 Toolbar window The window name

2 Message Line Oracle Applications displays pertinent information forprocessing your form, including error messages

3 Status line Oracle Applications displays status information



The Toolbar Icons

The Toolbar Icons

Save

Save and Proceed

Clear Form

Save

The Save icon saves any pending changes.

Save and Proceed

The Save and Proceed icon saves any pending changes and prepares thewindow for the entry of a new record.

Clear FormThe Clear Form icon clears all data in the current form.



The Toolbar Icons

The Toolbar Icons

Clear Record

New Record

Delete Record

Clear Record

The Clear Record icon clears all data pertaining to the current record inthe window.

New Record

The New Record icon creates a new record.

Delete RecordThe Delete Record icon deletes the current record from the database.

This button is not always available because many records cannot bedeleted from the Oracle database. An example is a customer record,which can only be inactivated, not deleted.



The Toolbar Icons

The Toolbar Icons

Navigate To

Attachments

List of Values

Navigate To

The Navigate To icon returns you to the Navigator window.

Attachments

The Attachments icon opens the Attachments window.

List of Values (LOV)

The List of Values icon shows the list of values for the current field.



The Toolbar Icons

The Toolbar Icons

Edit

Window Help

Find

Edit

The Edit icon opens the Editor window for the current field.

Window Help

The Window Help icon displays general help for the current application.

Find

The Find icon displays the Find window to search for data within a field.



The Toolbar Icons

The Toolbar Icons

Print

Folder Tools

Summary/Detail

Print

The Print icon prints the current screen to your assigned default printer.

Folder Tools

The Folder Tools icon displays the folder tool palette.

Summary/Detail

The Summary/Detail icon switches between the summary and detailviews.



The Toolbar Icons

The Toolbar Icons

Responsibility

Translations

Zoom

Responsibility

The Responsibility icon displays other responsibilities and enables you tolog on using a different responsibility.

Translations

The Translations icon opens the Translations window.

ZoomThe Zoom icon invokes a defined zoom (set up by your systemadministrator) and goes to that form.



Using Forms and MenusOracle Applications

M � Help � Keyboard Help

Keys

Using Keyboard ShortcutsYou can perform some tasks with the keyboard that you can perform withthe mouse. The table on the following page contains the availablekeyboard shortcuts.




Function Keys

Block Menu Ctrl+BClear Block F7Clear Field F5Clear Form F8Clear Record F6Commit Ctrl+SCount Query F12Delete Record Ctrl+UpDisplay Error Shift+Ctrl+EDown DownDuplicate Field Above Shift+F5Duplicate Record Above Shift+F6Edit Ctrl+EEnter Query F11Execute Query Ctrl+F11Exit F4Insert Record Ctrl+DownList of Values Ctrl+LNext Block Shift+PageDownNext Field TabNext Primary Key Shift+F7Next Record DownNext Set of Records Shift+F8Previous Block Shift+PageUpPrevious Field Shift+TabPrevious Record UpPrint Ctrl+PReturn ReturnScroll Down Page DownScroll Up Page UpShow Keys Ctrl+KUp UpUpdate Record Ctrl+U



Using Forms and MenusWhen you navigate to an Oracle Applications form you can use the pull-down menu to navigate within a form, to edit or retrieve data, or toperform various other actions.

MenuItem

Description

Action Navigates to a window, saves or clears data in a window, refreshes awindow, or exits the application

Edit Edits your data in Oracle Applications

Query Enters search criteria, runs a query, cancels a query, countsmatching records, shows the last search criteria used, sees the nextrecord, or sees the next page

Go Navigates or zooms between fields, records, and blocks

Folder Modifies and saves the display of information in a window

Special Changes your responsibility, password, or sign-on, manipulates theNavigator window, and navigates to the Alter Effective Date orTrack History windows

Help Shows context-sensitive or system Help, quick-referenceinformation such as the status and results of a report or program thatwas submitted to run, a keyboard mapping, a detailed explanation ofany database warning message that you encounter, informationabout the current record, or general information about OracleApplications




M � Action

Action Menu

Using the Action Menu from the Menu BarMenu Item Description

Navigate To Displays the Navigator window

Zoom Invokes custom-defined zooms

Save Saves any pending changes in the current form

Save and Proceed Saves any pending changes and proceed with dataentry

Print Prints your current window

Export Exports this data into another application whenavailable

Place on Navigator Saves document to the Navigator window for lateraccess

Refresh Repaints the entire screen

Close Window Closes the current form

Close Form Closes all windows of the current form

Exit OracleApplications

Quits Oracle Applications




M � Edit

Edit Menu

Using the Edit Menu from the Menu Bar

Menu Item DescriptionClear Field Clears data from a field

Duplicate Field Above Duplicates a field

List of Values Displays a list of values for a field

Edit Field Invokes the editor for a field

New Record/Delete Record Deletes or creates a new record

Clear Record Clears currently selected record

Duplicate Record Above Duplicates the record above

Translations Applies translation properties if applicable

Attachments Adds attachments

Select/Deselect All Selects and deselects objects in a window

Clear Block Clears the current block.

Clear Form Clears entire form




M � Query

Query Menu

Using the Query Menu from the Menu Bar

Menu Item DescriptionFind Displays the Find window to retrieve records

Find All Retrieves all records

Enter Invokes Enter Query mode to enter a search criteria for aQuery-by-Example search

Run Executes the Query-by-Example search

Cancel Cancels the Query-by-Example search by exiting fromthe Enter Query mode

Show Last Criteria Recovers the search criteria used in the previous search

Count MatchingRecords

Counts the number of records that would be retrieved ifyou ran the current Query-by-Example search

Get More Records Fetches the next set of records retrieved from the currentQuery-by-Example search




M � Folder

Folder Menu




Using the Folder Menu from the Menu Bar

You can personalize the presentation of data within a form by using afolder definition. With a folder definition you can modify the width,sequence, and prompts of the fields you want to display. Additionalfeatures of a folder definition are:

� Displaying only those fields you are interested in viewing

� Displaying a subset of records based on your specific criteria

� Automatically querying for a subset of records each time youopen a specific folder

� Keeping your folder customizations private or making thempublic for others to use

� Making your customizations the default layout for a folder

Note: Using Folders is covered in detail in the upcoming lesson“Customizing the Presentation of Data.”




M � Special

Toolbar

Using the Special Menu from the Menu Bar

The Special menu contains up to 15 Form-specific entries, including a listof commonly used Inquiry windows in the application, or perhaps, acommonly used window that a user may want to view often. If the currentapplication has no form-specific entries, the Special menu is disabled.

Menu Item Description

SwitchResponsibility

Enables you to change responsibilit ies without exiting theapplication

Change Password Changes the password for your username

Sign On Again Enables you to sign on using a different username andpassword without exiting the application




M � Help

Toolbar

Using the Help Menu from the Menu Bar

Menu Item DescriptionWindow Help Displays Help for the current window

Oracle ApplicationsLibrary

Displays a window that lists all available OracleApplications Help text

Keyboard Help Displays the current mapping of specific functions andmenu options

Display DatabaseError

Displays the last error

Tools Brings up the Tools submenu

View My Requests Shows the status of your concurrent requests

About This Record Displays information about the current record

About OracleApplications

Displays information about the current window andapplication



Entering Data UsingFormsChapter 4



Entering Data Using Forms

Section Objectives


� Create and Delete records in a form using various editingfunctions

� Use the list of values features to simplify your data entry

� Use the Field Editor function.

� Clear data in a form

� Copy data from a previous record

� Enter Data in Flexfields

� Save edits to the database



Creating and Deleting Records

Creating New Records

New Record

Creating a New Record

When you add a new record to the database, Oracle Applications willmove the current record down and insert a new blank row. You add a newrecord by entering information into this blank row.

After you finish entering the data for your new record, you mustremember to click Save so that your newly added information will bewritten to the database. If you enter five new blank rows ofinformation but do not click Save when you are finished, none of thisnewly added information will be updated in the database.

How to Create a New Record

From the Toolbar menu, Choose M � Edit � New Record. Or, click theNew Record button on the toolbar.

You can also click the down arrow on your keyboard to insert a blankrow, if you are not in a table on the form. Additionally, someapplications have a button labeled New, and clicking it will insert ablank row.

Save the record by using the toolbar or the action menu.



Creating and Deleting Records

Deleting Records

Delete Record

Deleting a Record from the Database

If you want to delete a record from the database, you must first display therecord on your form and then click Delete Record.

This option is not always available. For example, in OracleApplications you cannot delete a customer once they have beenentered; you can only inactivate their status.

If you do not Save this new change to the database, the record is not trulydeleted.



Using a List of Values

List of Values

Using the List of Values

The List of Values (LOV) feature is very useful while entering data inOracle Applications. It provides you with a powerful, easy-to-use dataentry method that increases your accuracy and productivity. Using theLOV makes data entry an easy task for novice users, and experiencedusers can enter correct data with a minimum number of keystrokes.

Oracle Applications notifies you when a list of acceptable input values isavailable for a field by illuminating the List lamp on the status line, andthe LOV icon on the Toolbar. When you display a list, the values appearin a window with a title that describes the contents.

By using the LOV feature, you can save time and enter data quicklywithout having to memorize or look up valid data for each field. You canchoose data from an online list of valid input choices whenever you want.

Additionally, you are relying on Oracle Applications to validate your inputsince you will know right away if your entry does not match an optionfrom the LOV. You can also program your application to use company-specific terminology as valid values for certain standard and user-definedfields.



Entering Data Using FormsOracle Applications

M � Edit � List of Values

LOV window

Choosing a Value from a List

To choose a value from a list, choose M � Edit � List of Values, or clickLOV in the Toolbar window to display a list. If you do not want to viewthe entire list selection, you can reduce the length of a list, or selectdirectly from the list by using some of the methods described below.

� Prior to accessing the list window, type the first character(s) of avalue to reduce the list to only those values that match thecharacters you enter.

� In the list window, search for a value by clicking in the Findfield, then enter your search criteria in the Find field and click theFind button.

� Select a value directly from the list by using the mouse orkeyboard to scroll through the list and then double-click the valueto choose it, or click once on the value and then click OK or usethe enter key to choose it.



Entering Data Using FormsOnce you choose a value, the list window closes and inserts the value intothe current field. To close a list window without choosing a value, selectCancel.

Note: Once you make a selection from the LOV, you willautomatically advance to the next field.

List Search

You can use the Auto-Reduction feature to reduce a list when you knowthe first few characters of your name selection. If you do not know theinitial characters of your choice, but do know that your choice contains acertain word or set of characters, you can perform a list search to reduce alist.

In the list window, enter any group of characters as search criterion in theFind field and click the Find button. You can use wildcard characters suchas the percent sign (%) which represents any number of characters, or anunderline (_), which represents a single character in your search criterion.

For example, to reduce a list to only those choices that contain the phrase“schedule,” you would type %schedule% in the Find field and click Find.In any of these list search queries, it does not matter whether you useuppercase or lowercase letters as the search is not case sensitive.

Auto-Selection

Using the list of values feature called Auto-Selection you can select avalid name from the list with fewer keystrokes. When you display the listwindow, you can type the first character(s) of the name you want in theFind field. If only one choice begins with the character(s) you enter, Auto-Selection selects the choice, closes the list window, and enters the value inthe appropriate field.



Entering Data Using Forms

Long-List Fields

If a field has a “long-list”—that is, a list of more than 100 values—OracleApplications will display the Enter Reduction Criteria for Long Listwindow when you try to display the LOV.

Because it takes less time to display a reduced list than a complete long-list, Oracle Applications prompts you to enter the first few characters thatoccur in your value of interest to reduce the complete list. However, toview the entire long-list, enter the percent sign (%) at the prompt and all ofthe values will be displayed.

Note: To avoid excessive network traffic and reduced performance,try to enter specific criteria, other than just a percent sign (%),whenever possible.

Power List

The Power List feature provides an even faster method of data entry. If afield displays a List lamp and you know the value you want, simply enterthe first few characters of the value in the field and press [Tab]. PowerList will complete the entry for you. You can also include wildcardcharacters with your entry. You do not need to display the list window. Ifmore than one value matches the characters you specify, a list windowcontaining those values is displayed. If no values match the characters youenter, a list window containing all the values appears.




M � Edit � List of Values

Calendar

Choosing a Date in the Calendar Window

You can use a calendar to enter a valid value in a date field. If your datefield supports time, you can also use the Calendar window to choose avalid time with the date.

To enter a date, put your cursor in a valid date field. Select List of Values,to display the Calendar window. The date value that appears below thecalendar is called the selected date, which is either the value already in thefield, the default value of the field, or the current system date.



Entering Data Using FormsHighlight and click the date on the calendar that you want to select.

Note: Disabled buttons that show dimmed text represent invalid days,which cannot be chosen. Similarly, if a date field is display only, youcan display the Calendar window for the field, but you cannot changethe date shown on the calendar.

Click OK to accept the selected date and close the window or click Cancelif you want to close the window without choosing a date.

Choosing a Time in the Calendar Window

Click the hour and minute pull-down lists to set the time. The minute pull-down list displays twelve values between 00 and 55 at 5-minuteincrements.

Note: If a value already exists in the current data and time field whenyou display the Calendar window and the minute value is not a 5-minute increment, the minute pop-up list displays 13 values to includethe minute value displayed in the field.

Check AM or PM and Click OK to accept the selected date and timeand close the window. Click Cancel to close the window withoutchoosing a date or time.




M � Edit � Edit Field

Editor

Editing a Field

You can display an Editor window to view, enter or update the entirecontents of a text field. The Editor window is especially useful for editingscrollable text fields. A scrollable text field is a field in which the actualwidth is greater than the display width, but you can review the contents byscrolling through the field.

To use the Editor window for a field, choose Edit � Edit Field. You canenter a new value or edit the existing value in the Editor window. If thecurrent field is a display- only field, then the Editor window appears indisplay-only mode.

You can also use the Editor window to search for a phrase and replace itwith another phrase. Click Search in the Editor window to display aSearch/Replace window. Then, enter a value in the Search For field, andenter the other value in the Replace With field. Click Search to search forthe value, or click Replace or Replace All to search for the value andreplace the first occurrence or all occurrences with your new value,respectively.

Once you are satisfied with the value in the Editor window, click OK toclose the window and insert the value into the field.



Clearing Data

Clear Form

Clearing Data from a Form

You can clear data from the screen at almost any time. Typically, you willuse this feature when you start to enter data into a field and then changeyour mind. Oracle Applications will think you are in the middle ofprocessing a record and may not proceed with your next task until youclear the field.

The data you clear is simply erased from the screen and not deleted fromthe database.

If the data is new and has never been saved to the database, it will belost permanently when you clear it from the screen.

Select Edit from the Toolbar window, and then the appropriate choice, toclear a field, record, block, or form.



Duplicating Data

Copying Data from a Record

All fields do not always copy!

Item numberItem number PricePrice Discount %Discount %QuantityQuantity

Item numberItem number Discount %Discount %QuantityQuantity

Duplicating Data from a Previous Record

To save time during data entry, you can duplicate data from a previousrecord if much of the data needs to be repeated again in the new record.

How to Copy a Field Value from the Previous Record

Place your cursor in the field whose value you want to duplicate.

Select M � Edit � Duplicate Field Above, to copy the field value fromthe previous record into the current record.

How to Copy All Field Values from the Previous Record

Select M � Edit � Duplicate Record Above, to copy all field values fromthe previous record into the current record.

Depending on the record storage in the database and relevant databasetables, not all fields may be copied when using this feature. Be sure tocheck your new record carefully before you assume all fields havebeen copied into the new record.



Flexfields

Flexfields

1 2

Using Flexfields to Enter and Query Data

Number Type of Flexfield

1 Key flexfield

2 Descriptive flexfield

A flexfield is a flexible data field that your organization can customize foryour business needs without programming. Oracle Applications uses twotypes of flexfields:

� Key flexfields

� Descriptive flexfields



Flexfields

The Basic Business Needs for Flexfields

With Oracle Applications flexfields you can satisfy the following businessneeds:

� Using “intelligent” fields—fields comprising one or moresegments, where each segment has both a value and a meaning

� Relying upon your application to validate the values or thecombination of values that you enter in intelligent fields

� Changing the structure of an intelligent field depending on data inyour application

� Capturing additional information that is not provided by existingfields

� Customizing data fields to meet your business needs withoutprogramming

� Querying intelligent fields for specific information



Key Flexfields

Key Flexfields

A key flexfield is a field that you can customize to enter multi-segmentvalues such as part numbers, account numbers, and so on.

Examples

� P35-297-A (part number)

� 0450-387-3478 (account number)

Using Key Flexfields in Oracle ApplicationsA key flexfield is a field made up of segments, each of which has both avalue and a meaning. You can think of a key flexfield as an “intelligent”field that your business can use to store information represented as codes.

Most organization use codes to identify general ledger accounts, partnumbers, and other business entities. Each segment in the code representsa characteristic of the entity. A combination of segment values, alsoknown as a key flexfield code combination, uniquely describes a businessentity stored in a key flexfield. When you change the value of one or moresegments in a key flexfield, you change the combination of segmentvalues.

Your organization decides the following information for each keyflexfield: (1) how many segments an entity has, (2) what each segmentmeans, (3) what values each segment can have, and (4) what each segmentvalue means. Your organization can also define rules that govern whichcombination of segment values are valid (cross- validation rules)dependencies among the segments.

A key flexfield looks like any other field in a block. You can simply typethe segment values you want into a key flexfield and separate eachsegment with a character called a segment separator. Alternatively, youcan open a flexfield window for a key flexfield to display a separate fieldfor each of its segments.



Descriptive Flexfields

Descriptive Flexfields

A descriptive flexfield is a field you customize to enter additionalinformation for which your Oracle Applications product has not alreadyprovided a field.

Example

� You want to provide an additional field to enter an Internetaddress for a customer.

Using Descriptive Flexfields in Oracle ApplicationsA descriptive flexfield gives you room to expand your forms, becauseOracle Applications cannot predict all the possible information you maywant to track. Your organization can use descriptive flexfields to captureadditional information that is important and unique to your business.

A descriptive flexfield appears in a block as a two-character, unnamedfield enclosed in brackets. If you are viewing data in a table format, thedescriptive flexfield will appear at the top of the column as an unnamedfield enclosed in brackets.

A descriptive flexfield window is displayed when you move the cursorinto a customized descriptive flexfield. Your organization’simplementation team can customize a descriptive flexfield to include asmany additional fields as your organization needs. These fields, also calledsegments, appear in the descriptive flexfield window.



Saving Your Work

Saving a Record

Save Record

Saving Your Work

When you save your work, Oracle Applications updates the underlyingdatabase with the work you have done since you last saved your changesand then informs you that the transaction is complete. Saving your work issometimes referred to as committing a change or committing atransaction.

Oracle Applications always validates your work upon saving it. If any ofthe data you enter is invalid or missing, Oracle Applications displays amessage describing the problem and does not save the data.

To save your work, use any of the following methods:

� Select M � Action � Save, from the menu in the Toolbarwindow.

� Select M � Action � Save and Proceed, from the menu. Thiswill save any changes you have made to the current window andmove to the next record (new or existing) so you can enteranother transaction.

� Click Save or Save and Proceed in the Toolbar window.

� Use keyboard shortcut [Ctrl] + [S].



Searching for DataChapter 5



Searching for Data

Section Objectives


� Search for existing data in an application using the Query mode

� Use a Find window to perform a search

� Include wildcards and query operators in your search criteria

� Review records retrieved from a search



Searching for Information

Searching for Information

Basic Business Needs

In Oracle Applications you can quickly retrieve and review all availableinformation in your database without having to remember the informationdisplayed in the windows, or without having to print lengthy reports to seethe data. Instead, you can simply run a search to obtain the informationyou want, and then review the data online in the same window you used toenter the data.



Searching for InformationBy using the query function in Oracle Applications, you can satisfy thefollowing information search needs.

� Gain instant, online access to all of your application information.You can find information quickly and easily, without having touse a complex query language.

� Search for a specific record or for a group of records based oncriteria you enter. You can retrieve this information directly,without having to review all the information in your applicationdatabase.

� Search for information using criteria of different types or lengths,including a single letter, a single word, or a group of characters,or anything else you want to enter.

� Find out how much information is available that matches yoursearch criteria before a search for a single piece of informationyields 10,000 responses.



Find Mode

Find ModeSelect FindSelect Find

Review retrieved recordsReview retrieved records

Specify search criteriaSpecify search criteria

Click FindClick Find

2

1

3

4

Using Find Mode

To query for records in your current block or window, use a Find window.A Find window contains fields for entering search criteria. These fieldsare specific to the current form and often validate the search criteria youenter against a list of valid values.

Generally, a Find window is displayed for those forms that have manyrecords or for those forms that can be best searched using criteria in morethan one field.



Find Mode

Using the Find Window

Enter your search criteria in the appropriate fields of a Find window.

If a field does not provide a list of values for you to choose from, youcan enter wildcard characters in the search phrase. You cannot,however, use query operators (such as >, <, and so on) in a Findwindow.

Buttons

Each Find widow will typically have the following buttons to performcommon functions in the window:

� Clear: Click the Clear button to clear the current search criteriafrom the Find window so you can enter new search criteria.

� Find: Click the find button to retrieve matching records.



Query Mode

Query ModeInitiate a queryInitiate a query

Perform a custom searchPerform a custom search

Review retrieved recordsReview retrieved records

Specify search criteriaSpecify search criteria

Run queryRun query

2

1

2

1

3

4

5

3

Perform a full searchPerform a full search

4

Using Query Mode

To retrieve a group of records based on more sophisticated search criteriathan Find mode can achieve, you can use Query mode to specify complexsearch criteria in most of the fields of your current block. The searchcriteria can include specific values, phrases containing wildcardcharacters, and phrases containing query operators to help you pinpointthe data of interest.

In addition, if you do not actually need to retrieve the records in Querymode, but only want to know how many records match your searchcriteria, you can perform a query count to save yourself time.



Query Mode

How to Use Query Mode

The following functions are available through the Query menu:

� M � Query � Find to bring up a find screen to search forrecords.

� M � Query � Find All to retrieve all records pertaining to thecurrent form

� M � Query � Enter to place the window into query mode.

Enter search criteria in any of the fields, using wildcard charactersand query operators as necessary. You can also select Show LastCriteria to display the search criteria used in your last search, if youperformed one.

� M � Query � Run to perform the search.

� M � Query � Cancel to cancel from the Query mode.

How to Obtain a Query Count

To obtain a Query Count, Select M � Query � Count Matching recordswhile in Query mode to display the number of records a Query-by-Example search would retrieve.



Specifying Search Criteria

Using Query Operators

O perator Meaning Example= Equal to = ‘Janet’ or = 107

!= Not equal to != ‘Janet’ or != 107

> Greater than >99.1 or > ‘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

Using Wildcard Characters

You can use the percent “%” wildcard character to represent any characteror group of characters. For example, use “Manuf%” to representManufacturing, Manufacturer, and so on. You can also use the underline“_” character to represent any single character. For example, “Product_”can represent ProductA, or Product1.



The Difference between Query Mode and FindMode

Query Mode

� In Query mode, you can use the menu bar to access a query, oryou can use keyboard shortcuts, [F11] to enter a query, and [Ctrl]+ [F11] to execute a query.

� You use the existing window to prepare your search criteria forthe query. You can enter specific information into any field tonarrow your search.

� When using wildcards to prepare your search criteria, you canuse all query operators to narrow your search.

� In query mode, you can check to see how many records matchyour criteria even before retrieving the data that matches yourquery.

Find Mode

� In Find mode, you use the menu bar to access the Find window,or you click the Flashlight icon from the Toolbar window.

� You use a new window, the Find window, to prepare your searchcriteria.

� Only specific wildcards are accepted in the Find window; thoseare determined by your application.

� The Query Count feature is not available in Find mode.



Reviewing Retrieved Records

Reviewing Your Data

After a search, Oracle Applications retrieves any records that matchedyour search criteria.

To review retrieved records, you may use the following:

� M � Query � Get More Records to display more records.

� M � Go � Previous Record, Next Record, or Last Record fromthe to see more records.

� Use the scroll bar to view additional records currently not visibleon the screen in a multi-record block.



Accessing Online HelpChapter 6



Accessing Online Help

Section Objectives


� Display Help information online

� Identify who created and updated a record.

� View explanations for application messages and errors



Accessing Online HelpOracle Applications

M � Help � Window Help

Window Help

Accessing Window HelpOracle Applications provides you with a complete online Help facilitythrough your web browser tool.

How to Display Help for a Current Window

Select Window Help from the Help menu or click on the Help button onthe toolbar. A Help window is displayed, providing information and a listof topics associated with the current application window.

Click on a topic of interest to display more detailed information.

Use the menus or buttons in the Help window to navigate to other topicsof interest, or from the File menu in the Help window, select Exit to leaveHelp.



Accessing Online HelpOracle Applications

M � Help � Window Help

B � Glossary

Glossary

Using the Glossary

The glossary provides online Help information by topic, alphabetically.

To open the glossary, first open Window Help. Click Glossary. Use theletters of the alphabet to quickly access a topic of interest.

The information contained in the glossary is primarily reference, or briefdescriptions of each topic. More detailed information on the topic can befound in Window Help.




Oracle Applications LibraryOracle Applications

M � Help � Oracle Applications Library

Oracle Applications Library

You can obtain or gain access to online Help for any Oracle Applicationsproduct and reference that product documentation online as well.

How to Display Online Help for Any of the Oracle ApplicationsProducts

� Click on a product of interest to display the contents (list oftopics) for that product’s online documentation.

� Click a topic of interest to display a list of subtopics for the topic.

� Click a topic to display a window with Help on that topic. Usethe buttons in the Help window to navigate the online Help.

Select Contents from the Help window to return to the main list of topicsfor this product at any time.




Learning About a RecordOracle Receivables

M � Help � About This Record

About This Record

Learning About a Record

You can always display information about a record that has beenpreviously saved. This record information includes who created therecord, the date of creation, and the database table where the recordresides. You can also learn who last changed the record using OracleApplications, the date of the change, and that user’s logon.




Online Information About Oracle ApplicationsOracle Receivables

M � Help � About Oracle Applications

About Oracle Applications

You can obtain details about the version of Oracle Applications you areusing, your login information, and details regarding the current form youare using by using the online Help window. This information is useful ifyou have an error message and need assistance from your systemadministrator or Oracle Customer Support when you report a problem.



Display Database Error

Error Message Codes

Generally, messages and errors are preceded by a message or error code.

� Codes that are prefixed by FRM arise from Oracle Forms, theunderlying product that provides Oracle Applications with itsgraphical user interface.

� Codes that contain the prefix ORA arise from the Oracledatabase.

� Codes that are prefixed by APP arise from Oracle Applications.

These codes help your system administrator or Oracle Customer Supportexpert diagnose the errors you encounter.



Running Reports andProgramsChapter 7



Running Reports and Programs

Section Objectives


� Discuss the concurrent processing feature

� Submit a report or program

� Check the status of a concurrent request

� Cancel or change a request

� View the output of a concurrent request

� Running Reports and Programs using Vista Plus



Reports and Programs

Business Needs for Concurrent Processing andStandard Request Submission

Concurrent processing helps you satisfy the following business needs:

� Continue working at your computer while running data-dependent reports and programs.

� Fully use the capacity of your hardware by executing manyapplication tasks at once.

Standard Request submission lets you satisfy a related set of businessneeds. You can:

� Use a standard interface to run your programs and reports.

� Control access to different reports and programs.

� View report output online.

� Automatically run programs, reports, or request sets at specifictime intervals.

� View a log file that summarizes the completion informationabout all the reports and programs in a request set.



Concurrent Processing

Definitions

Concurrent Request

A concurrent request is a request that you submit to run a concurrentprogram as a concurrent process. You issue a concurrent request when yousubmit a report or program to run using Standard Request Submission orwhen you click an action button in a product-specific submission window.

Concurrent Manager

A concurrent manager is a component of concurrent processing thatmonitors and runs requests without tying up your computer.

Request Set

A request set is a collection of reports or programs that you grouptogether. You submit the reports or programs in a request set all at onceusing one transaction.

Stage

A stage is a component of a request set used to group requests within theset. All requests in a stage are run in parallel, while the stages themselvesare run sequentially in the request set.

Parameter

In Standard Request Submission (SRS), a parameter is a report variablewhose value you can change each time you run a report. For example, youmight run an account balance report and change the account number eachtime you run the report. The account number is the parameter for thereport.



Concurrent Processing Concurrent Processing Options

You can control and change certain run options for each of yourconcurrent requests. Not only can you control and change the number ofcopies to print, which print style to use, and which printer to use, but youcan also choose to hold a request from being run, choose a specific date ortime to start a request, or choose to save the results of your concurrentrequest in a standard file format.

Online Request Review

You can review the output and log files from your concurrent requestsonline. You can see the results of a concurrent request without the delay ofprinting out the entire report or log file.

Using Concurrent Processing You can run a non-interactive, data-dependent function such as a report orprogram, simultaneously with online operations. With concurrentprocessing, you can complete non-interactive tasks without interferingwith the interactive work that you perform at your terminal.

An example, of concurrent processing occurs when you run a report thatmay take a large amount of computing resources or a long period of timeto complete. The concurrent manager would process the report, andmeanwhile, your terminal is still available for you to continue doing otherwork in Oracle Applications.

Oracle Applications runs all of its reports and programs as concurrentprocesses whether you submit them using the Submit Requests window, orusing a product-specific submission window. Your system administratorcan tailor concurrent processing to optimize the performance of OracleApplications for you to ensure that your system is not overloaded withprocessing at any time.



Standard Request Submission

Submit Request Flow

Enter informationEnter informationParameter valuesParameter values

Define scheduleDefine schedule

Define completionDefine completionClick SubmitClick Submit

Record request IDRecord request ID

Submit request

May be required

Optional

Optional

Using Standard Request Submission (SRS)

Using Standard Request Submission gives you control over how you canrun your requests and request sets.

There are three elements involved in submitting a request:

� Selecting the request or request set to be submitted.

� Defining a submission schedule. A schedule can be as simple assubmitting As Soon as Possible or it can involve using a morecomplex schedule that you define when you first submit yourrequest and then the schedule may be used for other requests inthe future.

� Specifying completion options. Completion options enable you todeliver notification to others using Oracle Workflow, and specifywhich printers, and how many copies of the output you want toproduce for each request.

You can submit as many requests as you like from the Submit Requestwindow. You can even submit a request more than once if you want to runthe same request with different parameter values.



Submitting a RequestTo submit a request, navigate to the desired report through the Navigatorwindow. The Submit a New Request window will automatically come up.

Check the Request option to submit single requests, or choose to submit apredefined group of requests by checking Request Set.

By using request sets, you can submit the same set of requestsrepeatedly using a single transaction.



Submitting a RequestSubmit a New Request

B � OK

Submit Request Window

� Request Name: Select the name of the request (report orprogram) that you want to run from the list of available requestsusing the List of Values button inside the submit request window.

You must use the LOV button inside the window and not the oneon the toolbar.

� Parameters: A Parameters window will automatically appear ifyou select a request that requires parameter values. The promptsin the Parameters window are specific to the request that youselect. Enter the values in the required parameter fields and clickOK. The Parameters window closes and your parameter valuesare concatenated and displayed in the Parameters field.

If you are submitting a Request Set, you must click in the“Parameters” box for each report you would like to view ormodify parameters for.



Submitting a RequestNote that the responsibility you are using determines the requestgroup and the requests that will appear in the list.

Buttons

� Schedule: The scheduling window provides you with severalscheduling options. You can choose to re-use a schedule youpreviously defined and saved, or define a new schedule. You candefine your schedule to run a request as soon as possible, at aspecific time, or repeatedly at specific intervals, on specific daysof the week or month.

To save your schedule, select the “Save this schedule for useagain later” check box. You must also provide a unique name foreach schedule you save, and you can provide additionalinformation in the Description field.

� Completion Options: The completion options window allowsyou to specify the following:

� Specify whether you want to save the output of yourreport to a file so that you can view your report online.

� Specify additional people to notify upon completion ofthe report.

� Specify a printer to have the report sent to.

� Copy a Prior Request: You can copy a prior request to takeadvantage of previously entered request submissions.

� Submit Request: Use this button to submit your request with theconcurrent manager.



Submitting a Request

The Request ID

Oracle Applications assigns a request ID to each request submission sothat you can identify the results of the request when it is complete.

You can use the request ID to query for your request output in theConcurrent Requests window. Oracle Applications also assigns a newrequest ID number to each resubmission of a request and displays therequest ID in the log file of the previous request.



Viewing RequestsSince all reports, programs, and request sets are run as concurrent requestsin Oracle Applications, you can navigate to the Request window to viewthe progress and output of all your concurrent requests, and you canchange aspects of a request’s processing options.

Oracle Applications

M � Help � View My Requests

Find Requests

Use the Find Requests window to specify which requests you would liketo view. Use the option buttons to choose whether you view onlycompleted requests, all requests currently running, all requests, or aspecific request(s) based upon the criteria you specify in the specificrequests region.



Viewing RequestsFind Requests

B � Find

Requests

Using the Request Window

You can use the Request window (summary and detail) to view a list of allthe submitted concurrent requests, check whether your request has run,change aspects of a request’s processing options, diagnose errors, or findthe position of your request in the queues of available concurrentmanagers.



Viewing Requests

Buttons

You can click various buttons in this window to perform tasks relating toconcurrent processing.

� Refresh Data: The Requests window does not automaticallyrefresh to display updated progress of your request. Use thisbutton to re-query the lines in the request table.

� Find Request: Displays the Find Request window to perform asearch for additional requests.

� Submit New Request: Displays the Submit Requests window tosubmit a new request to the concurrent manager.

� Hold Request and Cancel Request: These buttons illuminate ifthe concurrent manager has not already begun running theprogram. You could Hold or Cancel a request by using thesebuttons.

� View Details: Displays the Details window to view detailedinformation about your request, such as submission dates orscheduling information. If a request has not already run, you canchange selected fields so that the updated information will affectyour request when it is run by the concurrent manager.

� Diagnostics: Displays diagnostic information about your request,such as when it ran and if it completed successfully.

� View Output: Displays an online format of your report.

� View Log: Displays information about the request regardingarguments used and other technical information.



Four Phases of a Concurrent Request

Four Phases of a ConcurrentRequest

Inactive

Completed

Running

Pending

Concurrent Request Phase and Status Information

The Concurrent Requests Summary window displays a phase and statussummary for each concurrent request listed in the window.

A concurrent request has a life cycle consisting of the following phases:

� Pending

� Running

� Completed

� Inactive

During each phase, a concurrent request has a specific condition or status.The table lists each phase/status combination and describes its meaning inrelation to a request.




Pending Phase

Normal Waiting Standby Scheduled

Logicaldatabase

Pending Phase

A program in the Pending phase can be in one of four statuses:

� Normal: The program is waiting for an available manager.

� Waiting: A child program is waiting for a parent to mark it readyto run.

� Standby: A program is waiting for another incompatible programin the same logical database to complete.

� Scheduled: The scheduled start of a program time has not yetelapsed.




Running Phase

Normal Paused Resuming Terminating

Running Phase

A program in the Running phase can be in one of four statuses:

� Normal: Program is in process.

� Paused: A parent program is waiting for one or more childprograms to complete.

� Resuming: A parent program is continuing after the completionof one or more child programs.

� Terminating: The program is being terminated.




Completed Phase

Normal Warning Error Terminated Canceled

Completed Phase

A program in the Completed phase can be in one of five statuses:

� Normal: Program completed successfully.

� Warning: Program completed successfully but with warningmessages.

� Error: Program failed to complete successfully.

� Terminated: A running program was terminated.

� Canceled: A pending or inactive program was canceled before itstarted.




Inactive Phase

Disabled On Hold No Manager

Inactive Phase

A program in the Inactive phase can be in one of three statuses:

� Disabled: The requested program has not been enabled forexecution.

� On Hold: The requested program has been placed on hold.

� No Manager: There is no manager defined to run this type ofrequest.



Running Reports and ProgramsRequests Window

B � Cancel Requests

With the cursor on the request you want to cancel, click the CancelRequest button. If the request is in Pending or Inactive phase, click CancelRequest or Hold Request to either cancel the request or put the request onhold. If the request is in Running phase, click Cancel Request to terminatethe request.

If you cancel a request set, then Oracle Applications will automaticallycancel all requests in the set.



Running Reports and ProgramsRequests Window

B � Hold Request

B � View Details

Submit Requests

Changing Request Options

If your request or request set has not started running, you can change howyour request or request set runs and prints its output by using the Requestswindow

� Click the Hold Request button to put your request on hold.

You can change the start date and time for your request or request set. Ifthe request is Pending or Scheduled, you can change the printer, thenumber of copies you want to print, and whether Oracle Application savesyour report output to an operating system file. You can also changeresubmission options in this window.



Printing, Storing and Retrieving ReportsVista Plus

N � Browser � URL � User Name � Password

B � Logon

Motorola Vista Plus Java Client

Printing Report(s) to a Local Printer

Note: Oracle automatically places the report(s) that are to be printedin Vista plus after the report has been submitted in Oracle.

Note: There are many factors that effect printing reports with VistaPlus. Vista Plus in house testing indicated Netscape Navigator did abetter printing job than Microsoft Internet Explorer. However, theydid indicate that with different Windows versions, drivers or browsersthe results could be different.



Printing, Storing and Retrieving ReportsNote: Minimized browsers will have different printing results thanmaximized browsers. To obtain the best printing results print testreport(s) until you determine the correct settings for your specifichardware software configuration.

1. Start Vista Plus as follows:

� Open a web browser.

� Enter the following URL in the browser Address block:

Vista Plus:

http://nssvista.corp.mot.com:7890/vista/index.html

Vista Plus for Special Forms (PO’s and Invoices)

http://nsserp.mot.com:7111/ICA/VistaPlusWindowsClient.ica

Note: Name and password are case sensitive.

2. Enter user name and password in appropriate fields.

3. Click on Login button.

Vista Plus

N � Select Responsibility

B � OK

Change Group

http://e10k06d6.corp.mot.com:5100/vista/index.html

http://nsserp.mot.com:7111/ICA/VistaPlusWindowsClient.ica



Printing, Storing and Retrieving Reports4. Select (highlight) responsibility.

Note: Only reports assigned to the chosen responsibility will beshown.

5. Click OK button.

Vista Plus

N � Open Report Folder

Vista Plus Explorer: (your ID)

Note: To select another user group, click on second button (doubleheads) from the left on the tool bar. Or, select “File” and then“Change Group” from the pull down menu.

Note: Closing report in File menu logs user off.

6. Choose the specific report to open and double click.



Printing, Storing and Retrieving Reports7. Use down arrow, lower left hand corner of screen to view report.



Printing, Storing and Retrieving Reports8. Local Print screen: Select one of the following options, to open

Local Print screen.

� File menu: Select Local Print or

� Local Print button on Report Viewer toolbar.

Vista Plus

N � Page Range � Page Size Options

B � OK

Local Print



Printing, Storing and Retrieving Reports9 Page Range option:

Note: Selecting All prints the entire report. Selecting From allowsspecific pages of the report to be printed.

10. Page Size Options: Select one of the following to obtain desired

� Fit to Page: Automatically sizes the text to the page.

Note: Selecting Fit to Page requires paper size and orientation beentered in the Default to Size field.

� Default to Size field: Enter paper size and orientation.

Note: Vista Plus selects the zoom setting.

� Zoom Factor: Enter a specific zoom setting if Fit to Page doesnot provide satisfactory printed results.

Note: Finding correct zoom setting may require the printing ofseveral pages until the correct results are obtained.

11. OK: Click OK button. Print screen opens.




N � Print � Sap Document Properties � Print

B � OK

Print

12. To select paper parameters, Click on Properties. Sap DocumentProperties screen opens.

13. Select desired paper parameters.

14. OK: Click OK button on Sap Document Properties screen andreturn to Print Screen.




N � Name

B � OK

Sap Document Properties

15. Name: Select printer in the Printer region.

Note: Select print options as required.

16. OK: Click OK button on Print screen to print page(s).



Printing, Storing and Retrieving Reports

Storing Reports

Storing is an automatic function of Vista Plus.

Vista Plus

N � Reports � List Online Generations � Click

B � Restore Generations � OK

Generation List for:

Retrieving ReportsTo retrieve (archive) one or more reports (report generations), proceed asfollows:

1. Repeat steps 1 through 5 of Printing Report(s) to a Local Printerabove.

2. Select report(s) to be retrieved.



Printing, Storing and Retrieving Reports3. Reports menu: Select List Online Generations

Note: Generation List screen appears with online generations forthe selected report.

4. Click on the report you want retrieved to select it.

Note: Multiple reports are selected using standard Windows functionof the Control or Shift key.

5. Generation List screen: Click on the Restore Generations button.

6. Migration Results dialog: Check for status of report

7. OK: Click OK to close the Migration Results dialog.



Customizing thePresentation of DataChapter 8



Customizing the Presentation of Data

Section Objectives


� Create a personal Navigator top ten list

� Save a document to your Navigator for easy access

� Customize the layout of data in a folder form

� Query records in a folder

� Use the folder tool palette

� Manage folder definitions

Personalizing Your Access to Oracle ApplicationsYou can use several features of Oracle Applications to enhance yourproficiency in the system. Use a Navigator top ten list to put yourcommonly used forms on your main menu or Navigator. By using specialforms, you can customize the presentation of data or fields. Additionally,you can create a folder definition which you can specify query criteria andrearrange the layout of the form. This lesson explains how to use thesefeatures to make your access to the system easier.




Navigator: FunctionsThe Navigator Window

If there are forms that you use frequently, you can add them to anavigation top ten list located on the right side of the Navigator window.The top ten list displays your forms numerically so you can choose theminstantly without having to search for them in the navigation list. You canadd a maximum of ten forms to the top ten list and you can create adifferent top ten list for each responsibility for which you have access. Atop ten list is unique for the responsibility and user sign-on combinationthat you use.



Customizing the Presentation of DataHow to Create a Navigation Top Ten List

� Select a frequently used form from the navigation list byhighlighting it in the Navigator window.

� Click Add to add that form to the top ten list.

� Click Remove to remove a form from your top ten list.

� Enter the top ten list number that precedes the form you want toopen.

Sometimes the form that you add changes names when it appears in thetop ten listing. An example is that Suppliers becomes Vendors, or Orders,Returns becomes Order Workbench.




Some Oracle Applications enable you to save a document to the Navigatorfor easy access when you first log into the system. The Action menu onthe Toolbar will illuminate the Save to Navigator option when it isavailable within your application.

You can save up to 99 documents to your Navigator. The Documentsalternate region on the Navigator window will list those documents thatyou have saved. This eliminates having to query the database to find yourspecific document. Instead, you can select it from the Navigator windowand go directly to the window containing your document.

How to Access a Document from the NavigatorWindow

� Select Documents from the alternate region displayed at theNavigator window.

� Select the document from the list of documents displayed to godirectly to the applications form window for that document.



Oracle Applications FoldersA folder is a special block in which the field and record layout can becustomized. You can identify a folder from a regular block by noting thatan Open Folder button appears in the upper-left corner of a folder block,or that the Folder Tools button is enabled on the toolbar.

Although you have access to all of the records of a specific entity in afolder, you can customize a folder to retrieve only a subset of records anddisplay those records in a specific layout. You can save yourcustomizations to a folder definition, which defines the layout of yourfields and the query criteria used to retrieve your subset of records.

The Folder Tools

When you navigate to a folder block, the Folder Tools button becomesenabled on the Toolbar. Click this button to display the folder tools onyour screen.



Folder Tools MenuYou can customize the presentation of data in a folder using the FolderTools menu.

Menu Item DescriptionNew Creates a new folder definition

Open Opens a saved folder definition

Save Saves changes to the current folder definition

Save As Saves the current folder definition to a new name

Delete Deletes an existing folder definition

Show Field Displays a field that is currently hidden

Hide Field Hides the current field

Move Right Moves the current field to the right

Move Left Moves the current field to the left

Move Up Moves the current field up (not always available)

Move Down Moves the current field down (not always available)

Widen Field Increases the width of the current field

Shrink Field Decreases the width of the current field

Change Prompt Changes the prompt for the current field

Autosize All Adjusts all field widths proportionately to fill the window(This cannot be undone without resizing each window.)

Show Order By Toggles the display of the Order By Buttons so you canspecify the sort order for the first three field columns

View Query Displays the query criteria for the current folder definition

Reset Query Erases the current query criteria

Folder Tools Displays the folder tool palette



Customizing the Presentation of DataOracle Applications

M � Folder � New

Folder Tools Window

Folder Definitions

In forms that are folder enabled, you can create and save new folderdefinitions or open and delete existing folder definitions. When you open anew folder definition, the layout for the new folder definition replaces thelayout for the current folder definition.



Customizing the Presentation of DataHow to Create a New Folder Definition

� Select Folder � New.

� Enter a new and unique folder name.

� Select the Autoquery frequency in which you want the folder toautomatically query for a subset of records each time you openthe folder definition.

� Select Open as Default if you want this specific folder definitionto open as your default each time you navigate to this folder forthe first time after invoking the form.

� Select Public if you want other Oracle Applications users to haveaccess to this folder definition.



Customizing the Presentation of DataOracle Order Entry

N � Folder � New

Create New Folders

Defining Query Criteria for a Folder

One advantage of a folder is that you can customize it to display only therecords you want to see. You can easily define and alter the query criteriafor any folder and save that criterion in a folder definition.



Customizing the Presentation of DataHow to Define Query Criteria for a Folder

� Run the query that you want, either by using Query Find orQuery-by-Example. At least one record must be retrieved for thefolder to memorize the query.

� Select Folder � Save As if you want to save these query criteriain a folder definition.

� Enter a name for the folder definition.

� Check Auto Query if you want this query to perform every timeyou open this folder definition.

� Click OK when you are finished.

When you save a folder definition, the query criteria is “locked in” to thefolder definition. When you perform another query on that same folderdefinition, you actually query on the subset of records. If you want toperform a new Query-by- Example on the complete set of records, resetthe query for the folder definition.




M � Folder � Reset Query

Resetting the Query Criteria for a Folder Definition

� Select Folder � Reset Query, to clear the WHERE clause fromthe current folder definition, but it will retain the current foldername and its field layout. To view the query criteria for a folderdefinition, select Folder � View Query.



Customizing the Presentation of Data� Perform another query and select Folder � Save to save the new

query to your current folder definition. To alter the sorting orderof data in a multiple-record folder definition, select Folder �Show Order By. This menu item acts as a toggle switch todisplay the Order By buttons for the first three fields of amultiple-record folder block. The Order By buttons appearbeneath those fields that can be changed.

� Click an Order By button to switch the fields to any one of threesettings:

� Ascending� Descending� Unsorted

� Select Query � Run to rerun the query in your folder definitionto apply any ordering changes to the records.

� Select Folder � Save or Folder � Save As to save these querycriteria to a folder definition.




M � Folder � Save As

Save Folder

Recovering the Original Folder Definition for a Form

Once you create a custom folder definition and make it the default, youcan recover the original default folder definition shipped with the product.Note that if you like the original default folder definition, give it a nameand save it (without making any changes) before you create any newfolder definitions. This way, you can open the original folder definition bychoosing it from a list of all your predefined folder definitions.

How to Recover the Original Default Folder Definition

� Select Folder � Save As.

� Clear Open as Default in the Save As window.

� Click OK when you are finished.

� Navigate to this form again to display the original default folderdefinition.




M � Folder � Open or Save or Save As

To Open Another Folder Definition

� Select M � Folder � Open to load a predefined folderdefinition. Or, click the Open Folder button located in the upperleft corner of the folder block.

� Select a private or public folder definition from the list windowthat is displayed, and click OK to replace the current folderdefinition with the new folder definition.




To Save Changes to a Folder Definition

� Select Folder � Save, to save any layout or query changes madeto the current folder definition or choose Folder � Save As tosave the current folder definition under a new name. If there areany pending changes to the information in the folder, you will beprompted to commit the changes.

If you save a folder definition to Open as Default and then openanother folder definition and save that second definition also asOpen as Default, the second definition is reset as the new default.

� If you modify a public folder definition in any way, saving itmakes it a private folder definition.




M � Folder � Delete

Deleting a Folder Definition

Select a folder definition from the list that is displayed and click OK todelete the definition. Note that you can only delete folders you havecreated. If another user is referencing that folder definition as their Openas Default folder, that reference is deleted as well



Managing an Attachmentto a FormChapter 9



Managing an Attachment to a Form

Section Objectives


� Identify the availability of attachments

� Attach a document to a record

� Copy an attachment from another record

� View an attached document

� Delete an attached document

� Use the fields in the Attachments window

Managing AttachmentsYou can attach or link data such as images, word processing documents,spreadsheets, or video to some Oracle Applications records. This sectiondiscusses how to manage these attachments to records.



The Attachment Icon

Identifying the Availability of Attachments

The toolbar Attachment icon indicates whether the Attachments feature isenabled in a form or block. When the button is disabled, the Attachmentsfeature is not available. When the Attachments feature is enabled in a formor block, the icon becomes a solid paper clip.

The icon switches to a paper clip holding a paper when the Attachmentsfeature is enabled in a form block and the current record has at least oneattachment.



Managing an Attachment to a FormOracle Applications

Select Attachments toolbar icon

Attachments

The Attachments Window

There are several fields in the Attachments window in the MainAlternative Region:

� Seq: The sequence number drives the order the attachments aredisplayed in the attachments window. Typically the sequencenumbers are assigned in increments of 10.

� Category: This field indicates which forms can access thedocument. Each form that enables attachments must list thedocument categories it can access. A Miscellaneous category willbe assigned to each form registered for attachments to facilitatecross-form visibility of attachments.




Main Alternative Region

� Description: Text description of the attachment.

� Data type: Select the Data type from the List of Values.

Type Description

File A file stored in the database of any type.

Image An image that an Oracle Form can display, includingbmp, cals, jfif, jpeg, gif, pcd, pcs, pict, ras, and TIFF.

Short Text Text stored in the database containing less than 2000characters

Long Text Text stored in the database containing 2000 charactersor more

Web Page A URL reference that you can view with your Webbrowser. You must define your Web browser in theprofile option Web Browser to view a Web pageattachment.

� May Be Changed: This check box indicates whether you areable to edit the attachment.




Source Alternative Region

� Storage: This field specifies where images are to be stored.

Type DescriptionDatabase Storing images in the database provides centrally

accessible images without special file system setup.However, database storage of images will increase theamount of database space required for applications.

File File system storage of images requires a shared filesystem that is accessible to all users and looks thesame to all users. For example, you should not storean image on your local PC because another PCaccessing the system will not be able to see your PCas its C:\ drive.

� File or URL: The address/location of the file.

� Document Block: This displays the current document in theattachments region. Use the Magnification pop-up list to choosefrom a list of percentages to enlarge or shrink the image, or selectCustom to set your own percentage sizing. Shrink to Fit willadjust the image to fit within the form. Move the cursor intoanother field to see you image in the new scale.




Viewing an Attached Document

� Click the Attachment icon on the Toolbar.

� Select the attachment you want to view by clicking the desiredline item .The attachment appears in the document block.

Deleting an Attachment

� To delete the attachment from the selected document, selectM � Edit � Delete Record or click on the Delete Record iconon the toolbar.

When you delete an attachment, you merely remove theassociation between a record and a document. The documentitself is not removed from your file system or database.



Managing an Attachment to a FormOracle Applications

Select Attachment toolbar icon

B � Document Catalog

Document Catalog

Oracle Applications keeps a catalog of documents that have been attachedto applications data records. You can take advantage of this catalog if youwant to attach an existing document to a second or subsequent data record.

If the document you want to attach already exists within OracleApplications, click Document Catalog. When the Document Catalogwindow opens, query an existing document, check one or moredocuments, and then click Attach 1.



Viewing Common FormsChapter 10



Viewing Common Forms

Section Objectives


� View common forms including Item information, BOMinformation, Sales Order information and Purchase OrderInformation

Viewing Common Forms

For each job role that you perform, there is a core set of activities you areresponsible to perform. These activities are covered in the trainingmaterials for the specific areas where the activities are to be performed.

There are many cases where “view only” access is given to information tosupport a user in the activities they perform. Some common “view only”forms include:

� Item Information (Item Information Form)

Available information includes item attributes and revisions.Item cost is not available under the “view only” access.

� Bills of Material (Indented Bills Form)

Available information includes indented bill details starting at thefirst level of the bill of materials. Specifically,

� Item Details� Bill Details� Quantities� Effectivity� Order Entry� Shipping.



Viewing Common Forms� Orders Summary (Orders Summary and View Sales Order

Forms)

Available information includes general sales order informationvia the Orders Summary Form and more detailed sales orderinformation via the View Sales Order Form. The OrdersSummary form is used more to find the desired sales order toview. The View Sales Order Form displays the following andmore:

� Holds� Shipping Information (line level)� Backorder (where applicable)� Details including Subinventory, Locator or Lot

information, Scheduling Details for specific lines on thisorder

� Cycle Status



Item Information Form

Form Description

This form is used to view an item's revisions, categories, and attributes.

Find Item Information Window

This form opens with a find window that is used to search for specific iteminformation. Enter any search criteria. All fields are optional.

� Organization Scope: Select an organization scope level.Options include:� Single: Displays item information for your log in

organization only.� Single and Master: Displays item information for your log

in organization as well as the item master organization.� All: Displays item information for all organizations in which

the item is enabled.

Caution: This option may be secured with Function Security. Ifyou only have visibility to the Single Organization option, youare locked out of the other options with function security.

� Organization: Select an organization for which to view itemdetails. Defaults to log in organization.



Item Information Form� Item: Select an item number.

� Description: Displays the item description based on the itemselected.

If you want to view the item’s revisions or categories, you onlyneed to enter in the Item, and then click on the Revisions orCategories button.

Attribute Display Region

The fields in this region are optional.

� Group: Enter the attribute group you wish to view.

Entering a specific group may speed your inquiry, as you will nothave to scroll through all the item attributes to get to theinformation you want.

� Attribute: Enter a selected attribute you wish to view.

� Control Level: Select to view either master item controlledattributes, organization level controlled attributes, or all.

Find Item Information Window: Buttons

� Clear Button: Clears the window.

� Revision Button: Open the Item Revisions window.

� Categories Button: Opens the Item Categories window.

� Attributes Button: Opens the Item Attributes window.




Item Attributes Window

The Attributes window is used to view an Item’s attribute values. Theattributes can be viewed as an Attribute Group or a specific attribute canbe viewed.

All fields are display only.

By selecting an Organization Scope of "All" with an Attribute DisplayGroup of Costing, you will see all of the Costing attributes for eachorganization.




Item Revisions Window

The revision window is used to view revision history for an item. A singleorganization, your organization and the item's master organization, or allorganizations will display based on the organization scope you selected.

All fields in this region are display only.




Item Categories Window

The Item Categories window is used to view the category sets andcategory values your item is assigned. Again, you may view values foryour organization, your organization and the item master organization, orall organizations.

All fields are display only.



Indented Bills Form

Form Overview

The Indented Bills form is used to view indented bills of materials.

An indented (multilevel, or exploded) manufacturing or engineering bill ofmaterial displays the structure of a manufacturing or engineering item.When accessed from the navigator screen, this forms opens with a findwindow.

Find Indented Bills Window

This form opens with a find window that can be used to search for specificindented bills. All fields are optional. Enter desired criteria.

Select Region

� Item: Enter item to view indented bill of material.

The Description and UOM (unit of measure), CurrentRevision, and Latest Revision default from the master item uponselection of the item.

� Alternate: Enter an alternate item, if applicable.

� Engineering Bill: Check to limit search to Engineering Bill ofMaterials.



Indented Bills Form� Revision: Current item revision.

� Date: Enter a revision date for the Bill. Defaults to current Dateand time.

� Quantity: Item quantities.

� Levels: Number of levels to display.

Display Region

Select a Display option: All, Current, or Future and Currentcomponents effective as of the revision date you specify.

� Implemented Only: Check to display only implementedcomponents.

� Order By: Select a sort option for each level of the bill.� Operation seq., item seq.� Item seq., operation seq.

� Cost: Check to display costing data. This will activate the costtype field.

� Cost type: Select the cost type.

� View Lead Time: Check to display Lead Time information.

� Material Control: Check to display Material Controlinformation.

� Planning %: Check to display planning percentages whencalculating component quantities.

Find Indented Bills Window: Buttons

� Clear: Clears the find window.

� Find: Opens the Indented Bills window displaying entered item'sattributes.

If more that one bill matches the entered criteria, a selectionwindow pop ups displaying the bills. Select the desired bill thatwill be opened in the Indented Bills of Material window.



Indented Bills Form

Indented Bills of Material Window

The Indented Bills of Material window appears and displays the first levelof the bill.

The Components window contains the following alternative regions: ItemDetails, Bill Details, Quantities, Effectivity, Order Entry, and Shipping.

Item, Description, Alternate, Revision, and Date fields default from themaster item.

� Level: Displays number of levels that connect component to bill.

Use the control buttons to expand or collapse portions of theindented bill. You can only expand up to the explosion levelindicated in the Find window.

� Item: Displays component of bill.



Indented Bills FormItem Details Alternative Region

Each Component’s Description, Revision, Type, Status, andEngineering Item fields are displayed.

Bill Details Alternative Region

Items Seq, Operation Seq, Alternate, Engineering Bill, and Commentsfields are displayed for each component.

Quantities Alternative Region

UOM, Quantity, Planning %, Yield, and Extended Quantity fields aredisplayed.

Effectivity Alternative Region

From, TO (date and time), Implemented, and Engineering Change Order(ECO) number fields a re displayed for each component.

Order Entry Alternative Region

Optional, Mutually Exclusive, ATP, Minimum Quantity, MaximumQuantity, and Basis fields are displayed.

Shipping Alternative Region

Shippable, Include in Ship Docs, Required To Ship, and Required forRevenue fields are displayed.



Orders Summary Form

Form Description

This form is used to search for orders in order to perform a variety offunctions in other forms.

Find Orders WindowThis window is used to query one or more sales orders based on anycombination of criteria. All fields are optional.

This window may be skipped by selecting the New Order or New Returnbutton.



Orders Summary FormMain Alternative Region

Enter the appropriate search criteria from any the following fields andclick the Find button:

� Order Number� Order Type� PO Number� Requisition Number� Order Category� Order Source� Order Dates� Created By� Entry Status:

� Check this box to choose any one or combination ofstatuses to query orders. Choose one or all of thefollowing: � Booked � Entered� Partial

� Customer Name� Customer Number� Customer PO� Salesperson� Ship To Location� Bill To Location



Orders Summary FormShipping, More Alternative Region

This region may be used to further narrow your search.� Item � Warehouse� Lot Number� Pick Slip� Serial Numbers� WIP Job� Freight Carrier� Freight Terms� Include Closed Orders� Include Cancelled Orders

Find Orders Window: Buttons

� New Order Button: Opens a blank Sales Order form in order tocreate a new sales order.

Reference Sales Order Form [NAV06009]

� Open Button: Opens the Sales Order form in order to view ormodify an existing sales order


� Find Button: Initiates the search and opens the Orders Summarywindow.



Orders Summary Form

Orders Summary Window

This window displays all orders that matched the search criteria.

All fields are display only. Additional header-level details for each salesorder may be seen by scrolling to the right in this form.

Orders Summary: ButtonsFrom the Orders Summary form you may initiate the following activitiesfor a particular sales order:

� Copy Button: Opens the Copy Orders form in order to use anoriginal sales order or return as the basis for a new order orreturn.

Reference Copy Orders Form [NAV06003]

� Approve Button: Opens the Approve Orders form in order toallow an order to pass through an approval.

Reference Approve Orders Form [NAV06058]

� Schedule Button: Not used due to the automated ATP process.



Orders Summary Form� Cycle Status Button: Displays the cycle status of an entire

order.

The order-level cycle status typically includes just when the orderis Entered, Booked, and Closed. To view the detailed cyclestatus of the lines on the order, select the View button at thebottom of this form, and then select Cycle Status from thebottom of the next form.

Reference View Sales Orders Form [NAV06059], for detailsregarding the Cycle Status Button.

� View Button: Opens the View Sales Order form which displaysdetailed information about the current status of this order.

Reference View Sales Orders Form [NAV06059]

� Cancel Button: Opens the Cancel Orders form in order to cancelan order or line.

Reference Cancel Orders Form [NAV06002]

� Hold Button: Opens the Apply Holds form in order to place anorder on Hold.

Reference Apply Holds Form [NAV11704]

You may also see if an order or return is currently on hold bylooking to see if the On Hold box at the right of each row ischecked.

� New Return Button: Opens the Returns form in order to create anew return order.

Reference Returns Form [NAV06014]

� New Order Button: Opens a blank Sales Order form in order tocreate a new sales order.


� Open Button: Opens the Sales Order form in order to view ormodify an existing sales order




View Sales Orders Form

Form Description

This form is used to view information related to each of the lines on thesales order by either selecting the buttons at the bottom of the form ornavigating through the remainder of the alternative regions.

View Orders Window

The fields are display only.

The header region contains information related to this particular salesorder.

� Order Number: Query an existing order.

If entering this form through another form, such as the OrdersSummary form, all information will default based on thepreviously selected order.

Lines Alternative Region

This region displays details associated with each line on the sales order.



View Sales Orders FormTransaction Alternative Region

This region displays additional information from the invoice or creditmemo.

Invoices / Credit Memos Alternative Region

This region displays invoice and credit memo information associated withthe order being viewed.

Deliveries Alternative Region

This region displays details about the Deliveries such as Waybill Number,Freight Carrier and Bill of Lading.

The Deliveries button at the bottom of the form will bring you to theDeliveries to View window.

View Orders: ButtonsThe buttons at the bottom of the form manage the following activities foran individual order line. Many of these buttons are repeated throughoutthe form:

� Holds Button: Opens the View Holds window.

� Shipping Button: Opens the View Shipping Lines window.

To view the shipping information for all the lines on the order atone time, use the Deliveries button in the Deliveries AlternateRegion.

� Backordered Button: Opens the Backordered Picking Lineswindow.

� Details Button: Displays the line details with shippinginformation.

This includes the Subinventory, Locator or Lot information.Review the Scheduling Details for specific lines on this order.This information can also be viewed via the Shipping Linesalternate region. (see form in a later section of this document)

� Cycle Status Button: Opens the Cycle Statuses window.




View Holds Window

This window displays hold activity for this sales order line includingcurrent holds as well as any holds that have been released.

This provides a history of the activity on this order, and what might havekept the order from getting shipped.




View Shipping Lines Window

This window is used to show the shipping information for the selectedorder line. If the line had not been shipped as yet, the window would notshow any information.

This window is useful for the shipping department or for anyone needingthe shipping information.

For example: the Waybill number and Freight Carrier information can beretrieved from this window. This window also has the Pick Slip numberand the Picking Batch number that is needed to reprint the pick slip.




Backordered Picking Lines Window

This window displays the backorder information for a selected line. Theinformation displayed is updated as the order becomes eligible for the nextCycle Action.




Cycle Statuses Window

This window displays the Cycle Status from both the Line Level andOrder Level cycle status.

This provides a detailed look as to exactly where that particular sales orderline is in following its required order cycle.

The Holds button on the bottom of this form takes you to the View Holdswindow. This is valuable to quickly review data about holds that might bestopping a line from proceeding through its cycle action steps.

In addition to the buttons at the bottom of the View Orders form, you canalso view additional information about the order lines from the alternateregions.

Navigating in Oracle

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