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Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Introducing Oracle Fusion

Navigation
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Objectives
After completing this lesson, you should be able to:

Navigate Oracle Fusion Applications.
Explore dashboards.
Examine panels.
Review infolets and infotiles.
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Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 2

Getting Started in Oracle Fusion Applications
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d d y l i ce Copyright 2016, Oracle and/or its affiliates. All rights reserved.
R e able
th sfer
ara trApplications
OraclehFusion a n are:
B
Designedn- from the ground up, using the latest technology advances and incorporating
n o
best practices gathered from thousands of customers.
Completely open, service-enabled enterprise applications.
Designed with features for the best-in-class user-interface designs and workflows that
optimize usability and deliver business value.
All functionality revolves around the Oracle Fusion Applications Welcome Springboard, which
can be personalized.
Note: The Welcome Springboard view changes based on your roles and privileges.

Simplified Navigation
Enhanced user interface features include: NEW

Welcome Springboard
Infolets
Infotiles
Panels
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Oracles r
focus s fer an exceptional user experience pervades the Oracle Applications
athon nproviding
BhCreating
Cloud. n - traa compelling, pleasing user interface that provides only what you need, right
noneed it, is of the highest priority. Advantages include:
when you
Detailed list of all the work areas that you have access to using the improved navigator.
Logical, related tasks organized into groups and displayed in a pre-determined order set
by the application.
Ability to configure tasks to meet your business needs.
Access to work areas and dashboards by clicking on the icons on the Welcome
Springboard or from the Navigator entries.

New Welcome Springboard
Quick glance at your work-related conversations and

announcements.
Page control navigation located at the top of the pages to

access the Welcome Springboard and the infolet pages.
Navigator to access additional applications.
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Navigater a Welcome
to: n s feSpringboard
Bh n-tefficiency
Improve
ra and productivity of your workforce with the simplified Welcome
no
Springboard that is optimized for tables and mobile devices.
Use the page control dots that appears at the top of the Welcome Springboard to switch
between that page and new infolet pages.
Use the icons on the Welcome Springboard to easily access relevant work areas and
dashboards. Alternatively, use the Navigator to access any additional applications.
Take advantage of the fact that no additional steps are required to enable the Welcome
Springboard.
Maintain your personalization and customization of the home page in earlier releases,
which is preserved on My Dashboard.

Favorites and Recent Items
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s f er
Navigatea
h -tran Springboard > Select the Favorites and Recent Items icon.
to:
B
on and Recent Items menu enables users to return to flows that have been
The Favorites
recentlynaccessed, usually within, but not limited to, a single session.

User Interface
Global Area
Panel
Tabs
Infotiles Area
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Section p e c uide
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Navigate r a Payables
to: n s fe> Invoices
Bh ncan
Each page - a
trbe
no in the divided
components
into components. The slide shows an example of the main
Oracle Fusion User Interface.
Global Area: Contains links to help you navigate user interfaces, personalized links and
tools, and the name of the user who is signed in.
Infotiles Area: Contains infotiles that give you a quick glance at key performance
indicators and that can be expanded for more details.
Section: Contains the transaction or form that requires creation, editing, or review.
Panel: Contains links to tasks, process, and reports and enables search on some
panels.
Panel Tabs: Opens several different panels including the Tasks, Search, and Report
panels.

Dashboards
Oracle Fusion dashboards provide:

Information summaries: View of the big picture as well as
prioritization.
Information monitoring: Quick action and further exploration.
Information containers: Multiple regions, dashboards, graphs,
and other objects.
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Navigate rto: n s fe > Collections Dashboard
a Collections
Bh nof-dashboards
Two types
tra are available:

no
Role-based: Examples include General Accounting, Line Manager, and Collector
dashboards.
Business intelligence-driven: Examples include Balance Sheet and Sales Pipeline
dashboards.

General Accounting Dashboard
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s f er
a
h -tran
Navigate to: Accounting Dashboard
B
nonincluding
The General
functionality
Accounting Dashboard is the main dashboard for Oracle Fusion General Ledger
Journals and Period Close.
The General Accounting Dashboard contains the following sections:
Account Monitor
Intercompany Transactions
Journals
Closing Status
Process Monitor
The General Accounting Dashboard contains the following functionality with direct links:
Journals
Period Close
Inquiry and Reporting
Planning and Budgeting

Work Areas
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a
h -tran
Navigate to: Accounting > Period Close
B
on isclosing
A work area
nand
opening
a grouping of similar tasks. The Period Close work area includes tasks for
accounting periods for Oracle Fusion General Ledger and subledgers.

Panel
Click on the Tasks icons to open the Panel.

Use the Panel tabs to:
Access features without leaving the current application.

Perform searches.
Tasks Panel Tab
Run reports.
Tasks
Panel
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Navigate rto: n s fe > Billing
a Receivables
Bh nan-tanchored
The panel,
ra
component on the right side of a page, contains one or more vertical
tabs ton
o
perform actions such as search, run reports, and view integrated conversations in the
context of the current task.
Open the panel by clicking on one of the panel tabs. The panel is collapsed by default.
Use the slide-out panel to access features directly from any screen without leaving the
current application or navigating through different roles or hierarchies.
View the tasks available for your user role.

Search Panel Overview
Use the Search Panel to perform local searches on the work area
you are currently using.
Search Panel Tab
Search
a
s Panel
) ha
c om ide
h pe t Gu
a r@ den
- k um Stu
e d dy this
t h r u se
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Navigatea rto: n s fe > Billing
a Receivables
Bh n-trapanel to perform a local search based on the work area you are currently
Use the Search
no on the Search panel tab to expand the Search panel and perform a search.
using. Click
For example, in the Billing work area, you can quickly search for a transaction by Transaction
Number, Transaction Date, or Bill-to Customer Account Number using the Search panel.

Reports and Analytics Panel
Use the Reports and Analytics panel to run any reports and
analytics available to your user role.
Reports and
Analytics
Report Panel Tab Panel
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athReceivables
Navigatea
h -tran
to: > Billing
B
Click on thenReports and Analytics panel tab to expand the panel and select the reports and
noyou
analytics want to view.

Practice 2-1 Overview: Getting Started in Oracle Fusion
Applications
This practice covers the following topics:
Signing in to Oracle Fusion Applications.
Exploring the following user interfaces:

Global Area including:
Accessibility
Help
Search
Personalize a
Setting and Actions menu h a s

m )
Navigator and Welcome Springboard o
c uide
Work Area and Panels p e
h nt G
Search r @
a tude
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y -k his S
Signing out of Oracle Fusion Applications.
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Infolets versus Infotiles
NEW
Infolet
An interactive container in a simplified user interface that
provides key information and user actions including:

Refreshing and running processes to update the data.
Drilling into the details behind the data.
Changing the displayed views, names, and information.
Infolets are combined on an Infolet Page that is accessed
using a page control dot on the Welcome Springboard. a
a s
Infotile m )h
A tile component that displays key information co uaidtopic
about
e e or
p
h tiles t Gon a
r @
object as part of a scrolling strip of information
a tude n
specific page. u m
d y -k his S
Each tile links to a table ofre d
detailed t
einformation.
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Infolets Overview
Select the page control dot at the top of the Welcome

Springboard to view a specific infolet page.
Use the dots to return to the Welcome Springboard.

Use the arrow in the lower corner of the infolet to change
views.
Click on the Actions menu in the top right corner of the infolet.
Page Control Dots
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s f er
a
h -tran Springboard
Navigate to:
B
nontofrom
Use infolets
way directly
view information from different sources at a glance in an efficient and timely
the Welcome Springboard. You have the right information instead of just
more data to sift through.
Mobile device support is available to take your work on the go, enabling you to close your
books quickly. You can spot trends and exceptions to gain insights about your financial
results in real-time.
Infolets are available for General Ledger, Intercompany, Budgetary Control, and Cash
Management.
Note: You can only view those infolets that you have permission to access.

Infolet Repository
The Infolet Repository displays the infolets available for each

infolet dashboard.
Infolet Repository Icon
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s f er
a
h -tran Springboard > General Accounting Infolets dot
Navigate to:
B

nonrepository displays the available set of infolets based on your access privileges.
The infolet
Click the Infolet Repository icon in the upper right hand corner of the page, and then
select or deselect the infolets you want to use and drag and drop infolets in the order
that you want them displayed.
Click the Actions menu in the upper right hand corner to view a list of actions that can be
performed for that infolet. The list varies by infolet. For example, actions include:
- View the last updated date on which the process ran.
- Run extracts.
- Refresh the view.
- Edit title and enable views.
- Hide the infolet.
Use infolets to aggregate key information for a specific area, for example, your sales
pipeline, employee turnover, or other business transactions.

Subledger Infotiles Overview
Use infotiles to:

Obtain detailed information from a single page.
Orient yourself in intense, repetitive, and focused tasks.
Infotile
s a
h a
) Tile
Select
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Navigate r a Payables
to: n s fe> Invoices.
Bh n-tra to scan information across areas of interest.
Useoinfotiles

n
Navigate among infotiles to have related details that are refreshed in the content area of
the page.
Glance to see what is going on and then click the Select Tile arrow to open and scan the
details.
Find infotiles on the Assets, Receivables, and Payables landing pages and the Billing or
the Expenses work areas.
Note: No additional steps are required to enable this feature.

Practice 2-2 Overview: Infolets and Infotiles
This practice covers the following topics:

Navigating to the General Accounting infolets.
Navigating to the Payables infotiles.

Note: Sign in with Casey.Brown and your assigned password to
perform this practice.
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Summary
In this lesson, you should have learned how to:

Navigate Oracle Fusion Applications.
Explore dashboards.
Examine panels.
Review infolets and infotiles.
s a
h
) a
o m
p e c uide
@ h nt G
r
a tude
u m
d y -k his S
r e d se t
a r ath e to u
e dd ble l
t h R ra
a r a nsfe
Bh n-tra
no

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2

Introducing Oracle Fusion

After completing this lesson, you should be able to:

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 2

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 3

Enhanced user interface features include: NEW

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 4

Quick glance at your work-related conversations and

Page control navigation located at the top of the pages to

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 5

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 6

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 7

Oracle Fusion dashboards provide:

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 8

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 9

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 10

Click on the Tasks icons to open the Panel.

Access features without leaving the current application.

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 11

Search Panel Tab

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 12

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 13

Exploring the following user interfaces:

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 14

provides key information and user actions including:

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 15

Select the page control dot at the top of the Welcome

Use the dots to return to the Welcome Springboard.

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 16

The Infolet Repository displays the infolets available for each

Infolet Repository Icon

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 17

Use infotiles to:

Orient yourself in intense, repetitive, and focused tasks.

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 18

This practice covers the following topics:

Navigating to the Payables infotiles.

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 19

In this lesson, you should have learned how to:

Oracle Financials Cloud: Enterprise Structures with General Ledger Implementation 2 - 20

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