Oracle Applications User's Guide

1 Oracle ApplicationsUser s GuideRELEASE 11 March, 1998 OracleR Applications user s Guide Release 11 The part number for this volume is A58195 E 1996, 1998, Oracle Corporation. All rights Contributors: Steve Carter, Siu Chang, Michael ParkerContributors: Chip Alexander, Anne Carlson, Peter WallackThe Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent and other intellectual property law. Reverse engineering of the Programs is prohibited. The information contained in this document is subject to change without notice.

2 If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error free. No part of this document may be reproduced or transmitted in any form or by any means, electronicor mechanical, for any purpose, without the express written approval of Oracle RIGHTS LEGEND Programs delivered subject to the DOD FAR Supplement are commercial computer software and use,duplication and disclosure of the Programs shall be subject to the licensing restrictions set forth in theapplicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal AcquisitionRegulations are restricted computer software and use, duplication and disclosure of the Programsshall be subject to the restrictions in FAR 14, Rights in Data General, including Alternate III(June 1987).

3 Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or otherinherently dangerous Applications . It shall be licensee s responsibility to take all appropriate fail safe,back up, redundancy and other measures to ensure the safe use of such Applications if the Programsare used for such purposes, and Oracle disclaims liability for any damages caused by such use of is a registered trademark and Oracle8, Oracle Application Object Library, Oracle Alert, OracleFinancials, Oracle Master, Oracle Quality, Oracle Workflow, Oracle Work in Process, SQL*Forms,SQL*Plus, and SQL*Report are trademarks or registered trademarks of Oracle other company or product names are mentioned for identification purposes only, and may betrademarks of their respective i.

4 About This user s Guide ii.. Assumptions iv.. Do Not Use Database Tools to Modify Oracle Applications Data iv.. Other Information Sources v.. About Oracle vi.. Thank You vi.. Chapter 1 Getting Started1 1.. Overview of Oracle Applications1 2.. Basic Business Needs1 2.. Basic GUI Terminology1 3.. Starting Oracle Applications1 5.. Starting and Logging On1 5.. Choosing a Responsibility1 7.. Opening a Form from the Navigate Window1 10.. Using the Navigator s Functions Region1 10.. Using the Top Ten List1 13.. Using the Navigator s Documents Region1 14.. Changing Your Security Access1 15.. Using Menus1 18.. Using Keyboard Shortcuts1 20.. Getting Help1 22.. Exiting Oracle Applications1 26.

5 Chapter 2 Oracle Applications user Interface Basics2 1.. Oracle Applications user Interface2 2.. Screen2 5.. Window2 5.. Window Title2 5.. Oracle Applications Window2 5.. Modal Window2 5.. Form2 6.. Block2 6.. Field2 6.. Region2 7.. Record2 8.. Current Record Indicator2 8.. Message Line2 9.. Status Line2 9.. Toolbar2 10.. Alternative Regions2 12.. Master detail Relations2 12.. Drill Down Indicators2 13.. Combination Blocks2 14.. Navigating in Oracle Applications2 15.. Navigating Within a Window2 15.. Navigating Between Windows2 17.. Navigating Within a Combination Block2 17.. Navigating to Another Form2 17.. Navigating to a Custom Defined Form2 18.

6 Using Window Functions2 19.. Refreshing a Window2 19.. Printing a Window2 19.. Saving Your Work2 20.. Closing a Form2 20.. Interpreting Messages2 22.. Linked Forms2 24.. Chapter 3 Entering and Querying Data3 1.. Using Editing Functions3 2.. Cutting, Copying, and Pasting Text in a Field3 2.. Clearing Data3 3.. Duplicating Data From a Previous Record3 4.. Creating and Deleting Records3 5.. Creating Translations for a Record3 5.. Invoking an Editor for a Field3 6.. Learning About a Record3 7.. Using a List of Values3 9.. Basic Business Needs3 9.. Major List Features3 10.. Choosing a Value from a List3 13.. Modifying a List3 14.. Using the Calendar to Enter Dates3 15.

7 Basic Business Needs3 15.. Using the Calendar Window3 15.. Searching for Information3 19.. Basic Business Needs3 19.. Using Query Find3 20.. Performing Query by Example and Query Count3 22.. Reviewing Records3 25.. Using a Direct Entry Window to Retrieve a Record3 26.. Selecting Multiple Records3 27.. Chapter 4 Customizing the Presentation of Data4 1.. Customizing the Presentation of Data in a Folder4 2.. Basic Business Needs4 3.. Using Folder Tools4 3.. Querying Records in a Folder4 4.. Customizing the Layout of a Folder4 7.. Managing Folder Definitions4 9.. Chapter 5 Using Flexfields5 1.. Overview of Flexfields5 2.. Basic Business Needs5 2.. Definitions5 2.

8 Major Features5 6.. Entering Data into Flexfields5 10.. Entering Data in a Descriptive Flexfield Window5 10.. Entering Data Directly in a Key Flexfield5 11.. Data Entry in a Key Flexfield Window5 14.. Using Shorthand Aliases in a Key Flexfield5 18.. Entering Data in a Range Flexfield5 20.. Searching for Data Using Flexfield Criteria5 23.. Chapter 6 Running Oracle Applications Reports and Programs6 1.. Overview of Reports and Programs6 2.. Overview of Concurrent Processing6 2.. Overview of Standard Request Submission6 2.. Basic Business Needs6 3.. Definitions6 4.. Major Features6 5.. Concurrent Processing Options6 7.. Using Standard Request Submission6 9.. Submitting a Request6 9.

9 Rerun a Prior Request6 19.. Submitting a Request Set6 20.. Defining Request Sets6 22.. Who Can Use a Request Set6 33.. Chapter 7 Monitoring Oracle Applications Reports and Programs7 1.. Viewing Requests7 2.. Using the Requests Window7 2.. Viewing Request Output and Log Files7 9.. Monitoring Requests7 12.. Concurrent Request Phase and Status7 12.. Cancelling Requests7 15.. Changing Request Options7 16.. Chapter 8 Working with Attachments8 1.. About Attachments8 2.. Attachments Window8 3.. Adding an Attachment8 5.. Viewing an Attached Document8 7.. Deleting an Attachment8 7.. Copying an Attachment from Another Record8 7.. Chapter 9 Using user Profiles9 1.

10 Overview of user Profiles9 2.. Basic Business Needs9 2.. Major Features9 2.. Definitions9 3.. Determining user Profile Option Values9 4.. Setting Your Personal user Profile9 5.. Common user Profile Options9 7.. Appendix AOracle Applications MenusA 1.. Oracle Applications Main Menu BarA 2.. Appendix BOracle Applications from Characterto GUIB 1.. Advantages of 11B 2.. New Features of the Graphical user Interface (GUI)B 2.. Character Mode menus GUI EquivalentsB 3.. Architectual ChangesB 6.. Behavioral DifferencesB 6.. Default Key Mappings in GUIB 7.. GlossaryIndex iPrefacePrefaceWelcome to Release 11 of the Oracle Applications user s user s Guide includes the information you need to work withOracle Applications effectively.