Navigating in Oracle

Navigating in Oracle
Applications Release 11
Student Guide
Table of Contents
Introduction ....................................................................................................... 1-1

Introduction...................................................................................................... 1-2
Overview of Oracle Applications .......................................................................... 1-3
Signing On and Off Oracle Applications ................................................................ 2-1
Signing On and Off Oracle Applications................................................................. 2-2
Starting Oracle Applications ................................................................................ 2-3
Choosing a Responsibility................................................................................... 2-5
Expanding or Collapsing the Navigation List .......................................................... 2-8
Signing On and Off Oracle Applications................................................................. 2-10
Using Forms and Menus ...................................................................................... 3-1
Using Forms and Menus ..................................................................................... 3-2
The Navigator Window ...................................................................................... 3-3
Basic Form Terminology .................................................................................... 3-4
The Applications Toolbar.................................................................................... 3-8
The Toolbar Icons.............................................................................................. 3-9
Using Forms and Menus ..................................................................................... 3-15
Entering Data Using Forms .................................................................................. 4-1
Entering Data Using Forms ................................................................................. 4-2
Creating and Deleting Records ............................................................................. 4-3
Using a List of Values......................................................................................... 4-5
Entering Data Using Forms ................................................................................. 4-6
Clearing Data.................................................................................................... 4-12
Duplicating Data................................................................................................ 4-13
Flexfields ......................................................................................................... 4-14
Key Flexfields ................................................................................................... 4-16
Descriptive Flexfields ......................................................................................... 4-17
Saving Your Work............................................................................................. 4-18
Searching for Data .............................................................................................. 5-1
Searching for Dat a ............................................................................................. 5-2
Searching for Information.................................................................................... 5-3
Find Mode ....................................................................................................... 5-5
Query Mode...................................................................................................... 5-7
Speci fying Search Criteria ................................................................................... 5-9
The Difference between Query Mode and Find Mode............................................... 5-10
Reviewing Retrieved Records............................................................................... 5-11
Accessing Online Help ......................................................................................... 6-1
Accessing Online Help ....................................................................................... 6-2
Display Database Error ....................................................................................... 6-8
Running Reports and Programs ............................................................................ 7-1
Reports and Programs......................................................................................... 7-3
Concurrent Processing ........................................................................................ 7-4
Standard Request Submission .............................................................................. 7-6
Submitting a Request ......................................................................................... 7-7
Viewing Requests .............................................................................................. 7-11
Four Phases of a Concurrent Request ..................................................................... 7-14
Printing, Storing and Retrieving Reports ................................................................ 7-21
Motorola Internal Use Only
Nav igating in Oracle Applications Release 11

i
Customi zing the Presentation of Data .................................................................... 8-1
Customizing the Presentation of Data..................................................................... 8-2
Oracl e Applications Folders................................................................................. 8-6
Folder Tools Menu ............................................................................................ 8-7
Customizing the Presentation of Data..................................................................... 8-8
Managing an Attachment to a Form ...................................................................... 9-1
The Attachment Icon.......................................................................................... 9-3
Viewing Common Forms ...................................................................................... 10-1
Viewing Common Forms .................................................................................... 10-2
Item Information Form .................................................................................... 10-4
Indented Bills Form ........................................................................................ 10-9
Orders Summary Form .................................................................................... 10-14
View Sales Orders Form .................................................................................. 10-19

ii
Introduction
Chapter 1

1-1
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
· M anage an attachment to a form
· View some commonly used forms
Introduction
This course discusses the basic features of navigating within Oracle
Applications, Release 11. The aim is to enable you to navigate within any
of 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 processing
and standard report submission topics will be discussed.
This course is intended for all end users of Oracle Applications as a

prerequisite to any applications course.

1-2
Overview of Oracle Applications
Oracle Applications
Oracle Data entry Oracle

Order Entry General Ledger
Forms Tables Oracle Server
Sample Flow of Oracle Applications Data

Oracle Applications is a tightly integrated family of application products
that share a common look and feel. Using the menus and windows of
Oracle Applications, you have access to all the functions that you need to
manage your business information.
Oracle Applications software is highly responsive to users by providing

full point- and-click capability. You use your mouse or keyboard to
operate graphical controls such as pull-down menus, buttons, pop-up lists,
check boxes, or alternative regions. An Oracle Applications form is a
user’s interface to business data stored in the database. You may have
called it a “screen” in other applications. You navigate between and within
forms to enter and access information from the database.

1-3
Signing On and Off
Oracle Applications
Chapter 2

2-1
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 Navigator

window 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 the
various components of a form, the menu paths, and keystrokes necessary
to access and navigate within the system to perform your various job
tasks.

2-2
Starting Oracle Applications
Your connection to Oracle is driven through the internet. When you
initially launch Oracle applications, you will see a M icrosoft Internet
Explorer window open. This window runs the Java applet that connects
you to the production instance (database).
Windows NT Desktop
Start ® Programs ® Oracle Production ® Production
Oracle Applications Sign On

2-3
Starting Oracle Applications
Logging On to Oracle Applications

· User Name: Enter your assigned username, typically your
M otorola Core ID. A username is a unique identifier for each
person who will use the system.
· Password: Enter your password. The first time you log in, the
system will warn you that your password has expired and you
will be required to change your password.
The Password field does not actually display the characters that you
type into it in order to protect the confidentiality of your password.
You should keep your password confidential to prevent unauthorized
users from gaining access to the system.
· Connect: Click Connect when you are finished entering your

username and password.

2-4
Choosing a Responsibility
Responsibility Relationships:
Many to One
Accounts
Payable Payroll
Selecting a Responsibility
Once you have used the sign-on form to begin the logon process, you must
tell the system what type of access you will be using. A respon sibility is a
predefined set of data, menus, and forms that defines your particular level
of authority while using the system. For example, you would want the
Accounts Payable department of your company to access the invoice
forms of the system, but you would not want them to be able to access any
payroll information. Another example is that the controller of a
department would want to have access to all the data that his or her
employees can use, so the controller would want access to both accounts
payable and payroll information.

2-5
Properties
The following is a list of the types of responsibilities and their particular
properties that can be defined in Oracle Applications by your system
administrator:
· A restricted list of windows to which you can navigate. For

example, a responsibility may allow certain Oracle Financials
users to enter invoices, but not to enter suppliers (vendors) or
customers.
· A restricted list of functions you can perform. For example, two

responsibilities may have access to the same window, but the
window of one responsibility may have additional functional
buttons.
· Reports in a specific application. Your system administrator can

assign groups of reports to one or more responsibilities, so the
responsibility you choose determines the reports that you can
submit.

2-6
Responsibility Assignments
Each user has at least one responsibility and many users can share the
same responsibility. Your system administrator can assign you any of the
standard responsibilities provided with Oracle Applications, or create new
custom responsibilities for you.
If your system administrator assigns you just one responsibility, you

will not see the Responsibility window. You will go right into the
Navigator window for your assigned responsibility.
If your sign-on opens a Responsibilities window, use one of the following

methods 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

2-7
Expanding or Collapsing the Navigation List
Navigator Window
The Navigator window displays the name of the responsibility you select
in the window's title bar.
Use this window to navigate to a form so you can perform a specific

business flow. The forms that you can navigate to are displayed in a
navigation list on the left side of the Navigator window.
Expanding or Collapsing
the Navigation List
Choose one of the following methods to
expand 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 that
they can use the system quickly, according to their own computer style.

2-8
Expanding or Collapsing the Navigation List
Expanding or Collapsing the

Several Items
To expand or collapse several items at
once, choose one of the following
buttons:
• Expand All Children expands all the
sublevels of the currently selected
item.
• Expand All expands all the sublevels
of all expandable items in the
navigation list.
• Collapse All collapses all currently
expanded items in the navigation list.
Navigator Buttons
Click any of these buttons to expand or collapse several items listed on the
Navigator M enu.

2-9
Signing On and Off Oracle Applications
Any Oracle Applications form
M ® Action ® Exit Oracle Applications
Exiting Oracle Applications

· Menu Bar: Choose Action ® Exit Oracle Applications or the F4
function 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 from
system access.
You will also have to close the Internet Explorer window that was
opened when you initially started Oracle Applications.

2 - 10
Using Forms and Menus
Chapter 3

3-1
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 will
be explained to enable you to move quickly within Oracle Applications
forms.

3-2
The Navigator Window
Navigator: Functions
Each Oracle application has a Navigator window, which is the starting

point for access into the application and the basis for a user to decide
which job task they would like to perform.
Use the "Close Other Forms" check box to specify whether multiple forms
may be opened at the same time. You can switch between open windows
by clicking on the desired window or by using the taskbar.

3-3
Basic Form Terminology
Form Terminology
2 3
1
Form Terminology
Oracle Applications Release 11 works specifically in a Network Computer
Architecture (NCA), or Web-enabled environment. It is important to
understand the terminology of the components within an Oracle
Applications form. The following table defines 13 common terms used in
Oracle Applications forms.
Label Te rm Definition
Numbe r
1 Menu bar Use pull-down menus from this menu bar to navigate
within a form
2 Window An area where the user interacts with an application
(Many windows can be open at one time and you can
access these “ overlapping” windows to perform data
entry or data search activities)
3 Window title T ext in the title bar that indicates the name of the
window, and usually, context information pertinent to
the information in that window

3-4
Form Terminology
Form Terminology
Numbe r
4 Region A logical grouping of fields set apart from other
fields by a box outline
5 Alternative A collection of regions that occupy the same space
region in a window where only one region can be
displayed at a time
6 Field An area in a window that displays data or enables
you to enter data
7 Button A graphic element that initiates a predefined action
when you click it

3-5
Form Terminology
8
9
10 11
Form Terminology
Numbe r
8 Option buttonA button that indicates an individual selection is
available within an option group
9 Dialog box A window that requires you to act on its content
before continuing
10 Scrolling A region, containing a scroll bar, in which to view
region other fields
11 Block An area of information relative to a specific business
function or entity

3-6
Form Terminology 13
12 14
Form Terminology
Numbe r
12 Record or Row A set of one or more data items grouped for
processing
13 Check box A box in which you can toggle between an on/off
or yes/no state for a particular value
14 Pop-up list or A list of values (LOV) for the current field, if
LOV available

3-7
The Applications Toolbar
The Toolbar Window
2
3
Using the Toolbar

The Toolbar window replicates many commonly used menu items so that
you can invoke their actions quickly without having to search for them in
the menu bar. The Toolbar window will display information in the
message line that relates to the active form.
You may need to resize or reorganize other open windows to keep

these lines visible at all times.
# Te rm Definition
1 Toolbar window The window name
2 Message Line Oracle Applications displays pertinent information for
processing your form, including error messages
3 Status line Oracle Applications displays status information

3-8
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 the
window for the entry of a new record.
Clear Form
The Clear Form icon clears all data in the current form.

3-9
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 in
the window.
New Record
The New Record icon creates a new record.
Delete Record
The Delete Record icon deletes the current record from the database.
This button is not always available because many records cannot be

deleted from the Oracle database. An example is a customer record,
which can only be inactivated, not deleted.

3 - 10
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.

3 - 11
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.

3 - 12
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 detail
views.

3 - 13
The Toolbar Icons
The Toolbar Icons
Responsibility
Translations
Zoom
Responsibility
The Responsibility icon displays other responsibilities and enables you to
log on using a different responsibility.
Translations
The Translations icon opens the Translations window.
Zoom
The Zoom icon invokes a defined zoom (set up by your system
administrator) and goes to that form.

3 - 14
Oracle Applications
M ® Help ® Keyboard Help
Keys
Using Keyboard Shortcuts

You can perform some tasks with the keyboard that you can perform with
the mouse. The table on the following page contains the available
keyboard shortcuts.

3 - 15
Function Keys
Block Menu Ctrl+B
Clear Block F7
Clear Field F5
Clear Form F8
Clear Record F6
Commit Ctrl+S
Count Query F12
Delete Record Ctrl+Up
Display Error Shift+Ctrl+E
Down Down
Duplicate Field Above Shift+F5
Duplicate Record Above Shift+F6
Edit Ctrl+E
Enter Query F11
Execute Query Ctrl+F11
Exit F4
Insert Record Ctrl+Down
List of Values Ctrl+L
Next Block Shift+PageDown
Next Field Tab
Next Primary Key Shift+F7
Next Record Down
Next Set of Records Shift+F8
Previous Block Shift+PageUp
Previous Field Shift+Tab
Previous Record Up
Print Ctrl+P
Return Return
Scroll Down Page Down
Scroll Up Page Up
Show Keys Ctrl+K
Up Up
Update Record Ctrl+U

3 - 16
When 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 to
perform various other actions.
Menu Description
Item
Action Navigates to a window, saves or clears data in a window, refreshes a
window, or exits the application
Edit Edits your data in Oracle Applications
Query Enters search criteria, runs a query, cancels a query, counts
matching records, shows the last search criteria used, sees the next
record, 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 the
Navigator window, and navigates to the Alter Effective Date or
Track History windows
Help Shows context-sensitive or system Help, quick-reference
information such as the status and results of a report or program that
was submitted to run, a keyboard mapping, a detailed explanation of
any database warning message that you encounter, information
about the current record, or general information about Oracle
Applications

3 - 17
Oracle Applications
M ® Action
Action M enu
Using the Action Menu from the Menu Bar

Menu Item Description
Navigate T o 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 data
entry
Print Prints your current window
Export Exports this data into another application when
available
Place on Navigator Saves document to the Navigator window for later
access
Refresh Repaints the entire screen
Close Window Closes the current form
Close Form Closes all windows of the current form
Exit Oracle Quits Oracle Applications
Applications

3 - 18
Oracle Applications
M ® Edit
Edit M enu
Using the Edit Menu from the Menu Bar

Clear 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

3 - 19
Oracle Applications
M ® Query
Query M enu
Using the Query Menu from the Menu Bar

Find Displays the Find window to retrieve records
Find All Retrieves all records
Enter Invokes Enter Query mode to enter a search criteria for a
Query-by-Example search
Run Executes the Query-by-Example search
Cancel Cancels the Query-by-Example search by exiting from
the Enter Query mode
Show Last Criteria Recovers the search criteria used in the previous search
Count Matching Counts the number of records that would be retrieved if
Records you ran the current Query-by-Example search
Get More Records Fetches the next set of records retrieved from the current
Query-by-Example search

3 - 20
Oracle Applications
M ® Folder
Folder M enu

3 - 21
Using the Folder Menu from the Menu Bar
You can personalize the presentation of data within a form by using a
folder definition. With a folder definition you can modify the width,
sequence, and prompts of the fields you want to display. Additional
features 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 you

open a specific folder
· Keeping your folder customizations private or making them

public for others to use
· M aking your customizations the default layout for a folder
Note: Using Folders is covered in detail in the upcoming lesson

“Customizing the Presentation of Data.”

3 - 22
Oracle Applications
M ® Special
Toolbar
Using the Special Menu from the Menu Bar

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

Switch Enables you to change responsibilities without exiting the
Responsibility application
Change Password Changes the password for your username
Sign On Again Enables you to sign on using a different username and
password without exiting the application

3 - 23
Oracle Applications
M ® Help
Toolbar
Using the Help Menu from the Menu Bar

Window Help Displays Help for the current window
Oracle Applications Displays a window that lists all available Oracle
Library Applications Help text
Keyboard Help Displays the current mapping of specific functions and
menu options
Display Database Displays the last error
Error
Tools Brings up the Tools submenu
Vie w My Requests Shows the status of your concurrent requests
About This Record Displays information about the current record
About Oracle Displays information about the current window and
Applications application

3 - 24
Entering Data Using
Forms
Chapter 4

4-1
Entering Data Using Forms
Section Objectives
· Create and Delete records in a form using various editing

functions
· 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

4-2
Creating and Deleting Records
Creating New Records
New Record
Creating a New Record

When you add a new record to the database, Oracle Applications will
move the current record down and insert a new blank row. You add a new
record by entering information into this blank row.
After you finish entering the data for your new record, you must
remember to click Save so that your newly added information will be
written to the database. If you enter five new blank rows of
information but do not click Save when you are finished, none of this
newly 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 the
New Record button on the toolbar.
You can also click the down arrow on your keyboard to insert a blank
row, if you are not in a table on the form. Additionally, some
applications have a button labeled New, and clicking it will insert a
blank row.
Save the record by using the toolbar or the action menu.

4-3
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 the
record on your form and then click Delete Record.
This option is not always available. For example, in Oracle

Applications you cannot delete a customer once they have been
entered; you can only inactivate their status.
If you do not Save this new change to the database, the record is not truly
deleted.

4-4
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 in
Oracle Applications. It provides you with a powerful, easy-to-use data
entry method that increases your accuracy and productivity. Using the
LOV makes data entry an easy task for novice users, and experienced
users can enter correct data with a minimum number of keystrokes.
Oracle Applications notifies you when a list of acceptable input values is

available for a field by illuminating the List lamp on the status line, and
the LOV icon on the Toolbar. When you display a list, the values appear
in a window with a title that describes the contents.
By using the LOV feature, you can save time and enter data quickly
without having to memorize or look up valid data for each field. You can
choose data from an online list of valid input choices whenever you want.
Additionally, you are relying on Oracle Applications to validate your input

since you will know right away if your entry does not match an option
from the LOV. You can also program your application to use company-
specific terminology as valid values for certain standard and user-defined
fields.

4-5
Oracle 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 click
LOV in the Toolbar window to display a list. If you do not want to view
the entire list selection, you can reduce the length of a list, or select
directly from the list by using some of the methods described below.
· Prior to accessing the list window, type the first character(s) of a

value to reduce the list to only those values that match the
characters you enter.
· In the list window, search for a value by clicking in the Find

field, then enter your search criteria in the Find field and click the
Find button.
· Select a value directly from the list by using the mouse or

keyboard to scroll through the list and then double-click the value
to choose it, or click once on the value and then click OK or use
the enter key to choose it.

4-6
Once you choose a value, the list window closes and inserts the value into
the current field. To close a list window without choosing a value, select
Cancel.
Note: Once you make a selection from the LOV, you will
automatically advance to the next field.
List Search
You can use the Auto-Reduction feature to reduce a list when you know
the first few characters of your name selection. If you do not know the
initial characters of your choice, but do know that your choice contains a
certain word or set of characters, you can perform a list search to reduce a
list.
In the list window, enter any group of characters as search criterion in the
Find field and click the Find button. You can use wildcard characters such
as the percent sign (%) which represents any number of characters, or an
underline (_), 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 use
uppercase or lowercase letters as the search is not case sensitive.
Auto-Selection
Using the list of values feature called Auto-Selection you can select a
valid name from the list with fewer keystrokes. When you display the list
window, you can type the first character(s) of the name you want in the
Find 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 in
the appropriate field.

4-7
Long-List Fields
If a field has a “long-list”—that is, a list of more than 100 values—Oracle
Applications will display the Enter Reduction Criteria for Long List
window 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 that
occur in your value of interest to reduce the complete list. However, to
view the entire long-list, enter the percent sign (%) at the prompt and all of
the 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 a
field displays a List lamp and you know the value you want, simply enter
the first few characters of the value in the field and press [Tab]. Power
List will complete the entry for you. You can also include wildcard
characters with your entry. You do not need to display the list window. If
more than one value matches the characters you specify, a list window
containing those values is displayed. If no values match the characters you
enter, a list window containing all the values appears.

4-8
Oracle Applications
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 date
field supports time, you can also use the Calendar window to choose a
valid 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 the
calendar is called the selected date, which is either the value already in the
field, the default value of the field, or the current system date.

4-9
Highlight 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, you
can display the Calendar window for the field, but you cannot change
the date shown on the calendar.
Click OK to accept the selected date and close the window or click Cancel
if 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-minute
increments.
Note: If a value already exists in the current data and time field when
you display the Calendar window and the minute value is not a 5-
minute increment, the minute pop-up list displays 13 values to include
the minute value displayed in the field.
Check AM or PM and Click OK to accept the selected date and time

and close the window. Click Cancel to close the window without
choosing a date or time.

4 - 10
Oracle Applications
M ® Edit ® Edit Field
Editor
Editing a Field
You can display an Editor window to view, enter or update the entire
contents of a text field. The Editor window is especially useful for editing
scrollable text fields. A scrollable text field is a field in which the actual
width is greater than the display width, but you can review the contents by
scrolling through the field.
To use the Editor window for a field, choose Edit ® Edit Field. You can
enter a new value or edit the existing value in the Editor window. If the
current field is a display- only field, then the Editor window appears in
display-only mode.
You can also use the Editor window to search for a phrase and replace it
with another phrase. Click Search in the Editor window to display a
Search/Replace window. Then, enter a value in the Search For field, and
enter the other value in the Replace With field. Click Search to search for
the value, or click Replace or Replace All to search for the value and
replace the first occurrence or all occurrences with your new value,
respectively.
Once you are satisfied with the value in the Editor window, click OK to
close the window and insert the value into the field.

4 - 11
Clearing Data
Clear Form
Clearing Data from a Form

You can clear data from the screen at almost any time. Typically, you will
use this feature when you start to enter data into a field and then change
your mind. Oracle Applications will think you are in the middle of
processing a record and may not proceed with your next task until you
clear the field.
The data you clear is simply erased from the screen and not deleted from
the database.
If the data is new and has never been saved to the database, it will be
lost permanently when you clear it from the screen.
Select Edit from the Toolbar window, and then the appropriate choice, to
clear a field, record, block, or form.

4 - 12
Duplicating Data
Copying Data from a Record
All fields do not always copy!
Item
Item number
number Quantity Price
Price Discount %
%
Item
Item number
number Quantity Discount %
%
Duplicating Data from a Previous Record

To save time during data entry, you can duplicate data from a previous
record 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 from
the 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 from
the previous record into the current record.
Depending on the record storage in the database and relevant database

tables, not all fields may be copied when using this feature. Be sure to
check your new record carefully before you assume all fields have
been copied into the new record.

4 - 13
Flexfields
Flexfields
1 2
Using Flexfields to Enter and Query Data
Numbe r Type of Fle xfield

1 Key flexfield
2 Descriptive flexfield
A flexfield is a flexible data field that your organization can customize for
your business needs without programming. Oracle Applications uses two
types of flexfields:
· Key flexfields
· Descriptive flexfields

4 - 14
Flexfields
The Basic Business Needs for Flexfields
With Oracle Applications flexfields you can satisfy the following business
needs:
· Using “intelligent” fields—fields comprising one or more

segments, where each segment has both a value and a meaning
· Relying upon your application to validate the values or the

combination of values that you enter in intelligent fields
· Changing the structure of an intelligent field depending on data in

your application
· Capturing additional information that is not provided by existing

fields
· Customizing data fields to meet your business needs without

programming
· Querying intelligent fields for specific information

4 - 15
Key Flexfields
Key Flexfields
A key flexfield is a field that you can customize to enter multi-segment
values 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 Applications

A key flexfield is a field made up of segments, each of which has both a
value 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.
M ost organization use codes to identify general ledger accounts, part

numbers, and other business entities. Each segment in the code represents
a characteristic of the entity. A combination of segment values, also
known as a key flexfield code combination, uniquely describes a business
entity stored in a key flexfield. When you change the value of one or more
segments in a key flexfield, you change the combination of segment
values.
Your organization decides the following information for each key

flexfield: (1) how many segments an entity has, (2) what each segment
means, (3) what values each segment can have, and (4) what each segment
value means. Your organization can also define rules that govern which
combination 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 type
the segment values you want into a key flexfield and separate each
segment with a character called a segment separator. Alternatively, you
can open a flexfield window for a key flexfield to display a separate field
for each of its segments.

4 - 16
Descriptive Flexfields
Descriptive Flexfields
A descriptive flexfield is a field you customize to enter additional
information for which your Oracle Applications product has not already
provided a field.
Example
· You want to provide an additional field to enter an Internet

address for a customer.
Using Descriptive Flexfields in Oracle Applications

A descriptive flexfield gives you room to expand your forms, because
Oracle Applications cannot predict all the possible information you may
want to track. Your organization can use descriptive flexfields to capture
additional information that is important and unique to your business.
A descriptive flexfield appears in a block as a two-character, unnamed

field enclosed in brackets. If you are viewing data in a table format, the
descriptive flexfield will appear at the top of the column as an unnamed
field enclosed in brackets.
A descriptive flexfield window is displayed when you move the cursor

into a customized descriptive flexfield. Your organization’s
implementation team can customize a descriptive flexfield to include as
many additional fields as your organization needs. These fields, also called
segments, appear in the descriptive flexfield window.

4 - 17
Saving Your Work
Saving a Record
Save Record
Saving Your Work

When you save your work, Oracle Applications updates the underlying
database with the work you have done since you last saved your changes
and then informs you that the transaction is complete. Saving your work is
sometimes referred to as committing a change or committing a
transaction.
Oracle Applications always validates your work upon saving it. If any of
the data you enter is invalid or missing, Oracle Applications displays a
message 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 Toolbar

window.
· Select M ® Action ® Save and Proceed, from the menu. This

will save any changes you have made to the current window and
move to the next record (new or existing) so you can enter
another transaction.
· Click Save or Save and Proceed in the Toolbar window.
· Use keyboard shortcut [Ctrl] + [S].

4 - 18
Searching for Data
Chapter 5

5-1
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

5-2
Searching for Information
Basic Business Needs

In Oracle Applications you can quickly retrieve and review all available
information in your database without having to remember the information
displayed in the windows, or without having to print lengthy reports to see
the data. Instead, you can simply run a search to obtain the information
you want, and then review the data online in the same window you used to
enter the data.

5-3
By using the query function in Oracle Applications, you can satisfy the
following information search needs.
· Gain instant, online access to all of your application information.

You can find information quickly and easily, without having to
use a complex query language.
· Search for a specific record or for a group of records based on

criteria you enter. You can retrieve this information directly,
without having to review all the information in your application
database.
· 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 your

search criteria before a search for a single piece of information
yields 10,000 responses.

5-4
Find Mode
Find Mode
1
Select
Select Find
Find
Specify
Specify search
search criteria
criteria
Click
Click Find
Find
Review
Review retrieved
retrieved records
records
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 fields
are specific to the current form and often validate the search criteria you
enter against a list of valid values.
Generally, a Find window is displayed for those forms that have many
records or for those forms that can be best searched using criteria in more
than one field.

5-5
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, you
can enter wildcard characters in the search phrase. You cannot,
however, use query operators (such as >, <, and so on) in a Find
window.
Buttons
Each Find widow will typically have the following buttons to perform
common functions in the window:
· Clear: Click the Clear button to clear the current search criteria
from the Find window so you can enter new search criteria.
· Find: Click the find button to retrieve matching records.

5-6
Query Mode
Query Mode
1 1
Initiate
Initiate aa query
query
2 2
Perform
Perform aa full
full search
search Perform
Performaa custom
custom search
search
3
Specify
Specify search
search criteria
criteria
3 4
Run
Run query
query
4 5
Review
Review retrieved
retrieved records
records
Using Query Mode

To retrieve a group of records based on more sophisticated search criteria
than Find mode can achieve, you can use Query mode to specify complex
search criteria in most of the fields of your current block. The search
criteria can include specific values, phrases containing wildcard
characters, and phrases containing query operators to help you pinpoint
the data of interest.
In addition, if you do not actually need to retrieve the records in Query

mode, but only want to know how many records match your search
criteria, you can perform a query count to save yourself time.

5-7
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 for

records.
· M ® Query ® Find All to retrieve all records pertaining to the

current form
· M ® Query ® Enter to place the window into query mode.
Enter search criteria in any of the fields, using wildcard characters

and query operators as necessary. You can also select Show Last
Criteria to display the search criteria used in your last search, if you
performed 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 M atching records
while in Query mode to display the number of records a Query-by-
Example search would retrieve.

5-8
Specifying Search Criteria
Using Query Operators
O perator Me aning 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
#BET WEEN Between two values #BET WEEN 1 and 100
Using Wildcard Characters

You can use the percent “%” wildcard character to represent any character
or group of characters. For example, use “M anuf%” to represent
M anufacturing, M anufacturer, and so on. You can also use the underline
“_” character to represent any single character. For example, “Product_”
can represent ProductA, or Product1.

5-9
The Difference between Query Mode and Find
Mode
Query Mode
· In Query mode, you can use the menu bar to access a query, or
you 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 for
the query. You can enter specific information into any field to
narrow your search.
· When using wildcards to prepare your search criteria, you can

use all query operators to narrow your search.
· In query mode, you can check to see how many records match
your criteria even before retrieving the data that matches your
query.
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 search
criteria.
· Only specific wildcards are accepted in the Find window; those

are determined by your application.
· The Query Count feature is not available in Find mode.

5 - 10
Reviewing Retrieved Records
Reviewing Your Data
After a search, Oracle Applications retrieves any records that matched
your 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 from

the to see more records.
· Use the scroll bar to view additional records currently not visible
on the screen in a multi-record block.

5 - 11
Accessing Online Help
Chapter 6

6-1
Section Objectives
· Display Help information online
· Identify who created and updated a record.
· View explanations for application messages and errors

6-2
Oracle Applications
M ® Help ® Window Help
Window Help
Accessing Window Help

Oracle Applications provides you with a complete online Help facility
through 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 on
the toolbar. A Help window is displayed, providing information and a list
of 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 topics
of interest, or from the File menu in the Help window, select Exit to leave
Help.

6-3
Oracle 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 the
letters of the alphabet to quickly access a topic of interest.
The information contained in the glossary is primarily reference, or brief

descriptions of each topic. M ore detailed information on the topic can be
found in Window Help.

6-4
Oracle Applications Library
Oracle Applications
M ® Help ® Oracle Applications Library
Oracle Applications Library
You can obtain or gain access to online Help for any Oracle Applications
product and reference that product documentation online as well.
How to Display Online Help for Any of the Oracle Applications

Products
· Click on a product of interest to display the contents (list of

topics) 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. Use

the buttons in the Help window to navigate the online Help.
Select Contents from the Help window to return to the main list of topics
for this product at any time.

6-5
Learning About a Record
Oracle Receivables
M ® Help ® About This Record
About This Record
Learning About a Record

You can always display information about a record that has been
previously saved. This record information includes who created the
record, the date of creation, and the database table where the record
resides. You can also learn who last changed the record using Oracle
Applications, the date of the change, and that user’s logon.

6-6
Online Information About Oracle Applications
Oracle Receivables
M ® Help ® About Oracle Applications
About Oracle Applications
You can obtain details about the version of Oracle Applications you are
using, your login information, and details regarding the current form you
are using by using the online Help window. This information is useful if
you have an error message and need assistance from your system
administrator or Oracle Customer Support when you report a problem.

6-7
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, the
underlying product that provides Oracle Applications with its
graphical user interface.
· Codes that contain the prefix ORA arise from the Oracle
database.
· Codes that are prefixed by APP arise from Oracle Applications.
These codes help your system administrator or Oracle Customer Support

expert diagnose the errors you encounter.

6-8
Running Reports and
Programs
Chapter 7

7-1
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

7-2
Reports and Programs
Business Needs for Concurrent Processing and
Standard 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 many

application tasks at once.
Standard Request submission lets you satisfy a related set of business

needs. 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 specific

time intervals.
· View a log file that summarizes the completion information

about all the reports and programs in a request set.

7-3
Concurrent Processing
Definitions
Concurrent Request
A concurrent request is a request that you submit to run a concurrent

program as a concurrent process. You issue a concurrent request when you
submit a report or program to run using Standard Request Submission or
when you click an action button in a product-specific submission window.
Concurrent Manager
A concurrent manager is a component of concurrent processing that

monitors and runs requests without tying up your computer.
Request Set
A request set is a collection of reports or programs that you group

together. You submit the reports or programs in a request set all at once
using one transaction.
S tage
A stage is a component of a request set used to group requests within the

set. All requests in a stage are run in parallel, while the stages themselves
are run sequentially in the request set.
Parameter
In Standard Request Submission (SRS), a parameter is a report variable

whose value you can change each time you run a report. For example, you
might run an account balance report and change the account number each
time you run the report. The account number is the parameter for the
report.

7-4
Concurrent Processing
Concurrent Processing Options
You can control and change certain run options for each of your
concurrent requests. Not only can you control and change the number of
copies to print, which print style to use, and which printer to use, but you
can also choose to hold a request from being run, choose a specific date or
time to start a request, or choose to save the results of your concurrent
request in a standard file format.
Online Request Review
You can review the output and log files from your concurrent requests
online. You can see the results of a concurrent request without the delay of
printing out the entire report or log file.
Using Concurrent Processing

You can run a non-interactive, data-dependent function such as a report or
program, simultaneously with online operations. With concurrent
processing, you can complete non-interactive tasks without interfering
with the interactive work that you perform at your terminal.
An example, of concurrent processing occurs when you run a report that

may take a large amount of computing resources or a long period of time
to complete. The concurrent manager would process the report, and
meanwhile, your terminal is still available for you to continue doing other
work in Oracle Applications.
Oracle Applications runs all of its reports and programs as concurrent

processes whether you submit them using the Submit Requests window, or
using a product-specific submission window. Your system administrator
can tailor concurrent processing to optimize the performance of Oracle
Applications for you to ensure that your system is not overloaded with
processing at any time.

7-5
Standard Request Submission
Submit Request Flow
Submit request
Enter
Enter information
information
May be required Parameter
Parameter values
values
Optio nal
Define
Define schedule
Optional
Define
Define completion
completion
Click
Click Submit
Submit
Record
Record request
request ID
ID
Using Standard Request Submission (SRS)

Using Standard Request Submission gives you control over how you can
run 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 as

submitting As Soon as Possible or it can involve using a more
complex schedule that you define when you first submit your
request and then the schedule may be used for other requests in
the future.
· Specifying completion options. Completion options enable you to

deliver notification to others using Oracle Workflow, and specify
which printers, and how many copies of the output you want to
produce for each request.
You can submit as many requests as you like from the Submit Request
window. You can even submit a request more than once if you want to run
the same request with different parameter values.

7-6
Submitting a Request
To submit a request, navigate to the desired report through the Navigator
window. The Submit a New Request window will automatically come up.
Check the Request option to submit single requests, or choose to submit a

predefined group of requests by checking Request Set.
By using request sets, you can submit the same set of requests
repeatedly using a single transaction.

7-7
Submit a New Request
B ® OK
Submit Request Window
· Request Name: Select the name of the request (report or

program) that you want to run from the list of available requests
using the List of Values button inside the submit request window.
You must use the LOV button inside the window and not the one
on the toolbar.
· Parameters: A Parameters window will automatically appear if

you select a request that requires parameter values. The prompts
in the Parameters window are specific to the request that you
select. Enter the values in the required parameter fields and click
OK. The Parameters window closes and your parameter values
are 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 or
modify parameters for.

7-8
Note that the responsibility you are using determines the request
group and the requests that will appear in the list.
Buttons
· S chedule: The scheduling window provides you with several
scheduling options. You can choose to re-use a schedule you
previously defined and saved, or define a new schedule. You can
define your schedule to run a request as soon as possible, at a
specific time, or repeatedly at specific intervals, on specific days
of the week or month.
To save your schedule, select the “Save this schedule for use
again later” check box. You must also provide a unique name for
each schedule you save, and you can provide additional
information in the Description field.
· Completion Options: The completion options window allows

you to specify the following:
- Specify whether you want to save the output of your
report to a file so that you can view your report online.
- Specify additional people to notify upon completion of
the report.
- Specify a printer to have the report sent to.
· Copy a Prior Request: You can copy a prior request to take

advantage of previously entered request submissions.
· Submit Request: Use this button to submit your request with the
concurrent manager.

7-9
The Request ID
Oracle Applications assigns a request ID to each request submission so
that 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 the
Concurrent Requests window. Oracle Applications also assigns a new
request ID number to each resubmission of a request and displays the
request ID in the log file of the previous request.

7 - 10
Viewing Requests
Since all reports, programs, and request sets are run as concurrent requests
in Oracle Applications, you can navigate to the Request window to view
the progress and output of all your concurrent requests, and you can
change 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 like
to view. Use the option buttons to choose whether you view only
completed requests, all requests currently running, all requests, or a
specific request(s) based upon the criteria you specify in the specific
requests region.

7 - 11
Viewing Requests
Find Requests
B ® Find
Requests
Using the Request Window

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

7 - 12
Viewing Requests
Buttons
You can click various buttons in this window to perform tasks relating to
concurrent processing.
· Refresh Data: The Requests window does not automatically

refresh to display updated progress of your request. Use this
button to re-query the lines in the request table.
· Find Request: Displays the Find Request window to perform a

search for additional requests.
· Submit New Request: Displays the Submit Requests window to

submit a new request to the concurrent manager.
· Hold Request and Cancel Request: These buttons illuminate if

the concurrent manager has not already begun running the
program. You could Hold or Cancel a request by using these
buttons.
· View Details: Displays the Details window to view detailed

information about your request, such as submission dates or
scheduling information. If a request has not already run, you can
change selected fields so that the updated information will affect
your 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 regarding

arguments used and other technical information.

7 - 13
Four Phases of a Concurrent Request
Four Phases of a Concurrent

Request
Inactive
Pending
Running
Completed
Concurrent Request Phase and Status Information

The Concurrent Requests Summary window displays a phase and status
summary 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 in
relation to a request.

7 - 14
Pending Phase
Normal Waiting Standby Scheduled
Logical
database
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 ready

to run.
· Standby: A program is waiting for another incompatible program

in the same logical database to complete.
· Scheduled: The scheduled start of a program time has not yet

elapsed.

7 - 15
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 child

programs to complete.
· Resuming: A parent program is continuing after the completion

of one or more child programs.
· Terminating: The program is being terminated.

7 - 16
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 warning

messages.
· Error: Program failed to complete successfully.
· Terminated: A running program was terminated.
· Canceled: A pending or inactive program was canceled before it

started.

7 - 17
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 for

execution.
· On Hold: The requested program has been placed on hold.
· No M anager: There is no manager defined to run this type of

request.

7 - 18
Requests Window
B ® Cancel Requests
With the cursor on the request you want to cancel, click the Cancel
Request button. If the request is in Pending or Inactive phase, click Cancel
Request or Hold Request to either cancel the request or put the request on
hold. If the request is in Running phase, click Cancel Request to terminate
the request.
If you cancel a request set, then Oracle Applications will automatically

cancel all requests in the set.

7 - 19
Requests 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 how
your request or request set runs and prints its output by using the Requests
window
· 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. If
the request is Pending or Scheduled, you can change the printer, the
number of copies you want to print, and whether Oracle Application saves
your report output to an operating system file. You can also change
resubmission options in this window.

7 - 20
Printing, Storing and Retrieving Reports
Vista Plus
N ® Browser ® URL ® User Name ® Password
B ® Logon
M otorola Vista Plus Java Client
Printing Report(s) to a Local Printer

Note: Oracle automatically places the report(s) that are to be printed
in Vista plus after the report has been submitted in Oracle.
Note: There are many factors that effect printing reports with Vista
Plus. Vista Plus in house testing indicated Netscape Navigator did a
better printing job than M icrosoft Internet Explorer. However, they
did indicate that with different Windows versions, drivers or browsers
the results could be different.

7 - 21
Note: M inimized browsers will have different printing results than
maximized browsers. To obtain the best printing results print test
report(s) until you determine the correct settings for your specific
hardware 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 S pecial 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

7 - 22
4. Select (highlight) responsibility.
Note: Only reports assigned to the chosen responsibility will be

shown.
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 (double

heads) 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.

7 - 23
7. Use down arrow, lower left hand corner of screen to view report.

7 - 24
8. 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

7 - 25
9 Page Range option:
Note: Selecting All prints the entire report. Selecting From allows
specific pages of the report to be printed.
10. Page S ize 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 be

entered 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 does

not provide satisfactory printed results.
Note: Finding correct zoom setting may require the printing of

several pages until the correct results are obtained.
11. OK: Click OK button. Print screen opens.

7 - 26
Vista Plus
N ® Print ® Sap Document Properties ® Print
B ® OK
Print
12. To select paper parameters, Click on Properties. S ap Document

Properties screen opens.
13. Select desired paper parameters.
14. OK: Click OK button on S ap Document Properties screen and

return to Print S creen.

7 - 27
Vista Plus
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).

7 - 28
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 Reports
To retrieve (archive) one or more reports (report generations), proceed as
follows:
1. Repeat steps 1 through 5 of Printing Report(s) to a Local Printer

above.
2. Select report(s) to be retrieved.

7 - 29
3. Reports menu: Select List Online Generations
Note: Generation List screen appears with online generations for

the selected report.
4. Click on the report you want retrieved to select it.
Note: M ultiple reports are selected using standard Windows function

of the Control or Shift key.
5. Generation List screen: Click on the Restore Generations button.
6. M igration Results dialog: Check for status of report
7. OK: Click OK to close the M igration Results dialog.

7 - 30
Customizing the
Presentation of Data
Chapter 8

8-1
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
· M anage folder definitions
Personalizing Your Access to Oracle Applications

You can use several features of Oracle Applications to enhance your
proficiency in the system. Use a Navigator top ten list to put your
commonly used forms on your main menu or Navigator. By using special
forms, you can customize the presentation of data or fields. Additionally,
you can create a folder definition which you can specify query criteria and
rearrange the layout of the form. This lesson explains how to use these
features to make your access to the system easier.

8-2
Navigator: Functions
If there are forms that you use frequently, you can add them to a
navigation top ten list located on the right side of the Navigator window.
The top ten list displays your forms numerically so you can choose them
instantly without having to search for them in the navigation list. You can
add a maximum of ten forms to the top ten list and you can create a
different top ten list for each responsibility for which you have access. A
top ten list is unique for the responsibility and user sign-on combination
that you use.

8-3
How to Create a Navigation Top Ten List
· Select a frequently used form from the navigation list by

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

8-4
Some Oracle Applications enable you to save a document to the Navigator

for easy access when you first log into the system. The Action menu on
the Toolbar will illuminate the Save to Navigator option when it is
available within your application.
You can save up to 99 documents to your Navigator. The Documents

alternate region on the Navigator window will list those documents that
you have saved. This eliminates having to query the database to find your
specific document. Instead, you can select it from the Navigator window
and go directly to the window containing your document.
How to Access a Document from the Navigator

Window
· Select Documents from the alternate region displayed at the
Navigator window.
· Select the document from the list of documents displayed to go

directly to the applications form window for that document.

8-5
Oracle Applications Folders
A folder is a special block in which the field and record layout can be
customized. You can identify a folder from a regular block by noting that
an 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 a

folder, you can customize a folder to retrieve only a subset of records and
display those records in a specific layout. You can save your
customizations to a folder definition, which defines the layout of your
fields 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 becomes
enabled on the Toolbar. Click this button to display the folder tools on
your screen.

8-6
Folder Tools Menu
You can customize the presentation of data in a folder using the Folder
Tools menu.

New 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
(T his cannot be undone without resizing each window.)
Show Order By Toggles the display of the Order By Buttons so you can
specify the sort order for the first three field columns
Vie w Query Displays the query criteria for the current folder definition
Reset Query Erases the current query criteria
Folder T ools Displays the folder tool palette

8-7
Oracle Applications
M ® Folder ® New
Folder Tools Window
Folder Definitions
In forms that are folder enabled, you can create and save new folder
definitions or open and delete existing folder definitions. When you open a
new folder definition, the layout for the new folder definition replaces the
layout for the current folder definition.

8-8
How 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 to

automatically query for a subset of records each time you open
the folder definition.
· Select Open as Default if you want this specific folder definition

to open as your default each time you navigate to this folder for
the first time after invoking the form.
· Select Public if you want other Oracle Applications users to have

access to this folder definition.

8-9
Oracle 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 the
records you want to see. You can easily define and alter the query criteria
for any folder and save that criterion in a folder definition.

8 - 10
How to Define Query Criteria for a Folder
· Run the query that you want, either by using Query Find or
Query-by-Example. At least one record must be retrieved for the
folder to memorize the query.
· Select Folder ® Save As if you want to save these query criteria

in a folder definition.
· Enter a name for the folder definition.
· Check Auto Query if you want this query to perform every time
you open this folder definition.
· Click OK when you are finished.
When you save a folder definition, the query criteria is “locked in” to the
folder definition. When you perform another query on that same folder
definition, you actually query on the subset of records. If you want to
perform a new Query-by- Example on the complete set of records, reset
the query for the folder definition.

8 - 11
Oracle Applications
M ® Folder ® Reset Query
Resetting the Query Criteria for a Folder Definition

· Select Folder ® Reset Query, to clear the WHERE clause from
the current folder definition, but it will retain the current folder
name and its field layout. To view the query criteria for a folder
definition, select Folder ® View Query.

8 - 12
· Perform another query and select Folder ® Save to save the new
query to your current folder definition. To alter the sorting order
of data in a multiple-record folder definition, select Folder ®
Show Order By. This menu item acts as a toggle switch to
display the Order By buttons for the first three fields of a
multiple-record folder block. The Order By buttons appear
beneath those fields that can be changed.
· Click an Order By button to switch the fields to any one of three

settings:
- Ascending
- Descending
- Unsorted
· Select Query ® Run to rerun the query in your folder definition

to apply any ordering changes to the records.
· Select Folder ® Save or Folder ® Save As to save these query

criteria to a folder definition.

8 - 13
Oracle Applications
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, you
can recover the original default folder definition shipped with the product.
Note that if you like the original default folder definition, give it a name
and save it (without making any changes) before you create any new
folder definitions. This way, you can open the original folder definition by
choosing 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 folder

definition.

8 - 14
Oracle Applications
M ® Folder ® Open or Save or Save As
To Open Another Folder Definition

· Select M ® Folder ® Open to load a predefined folder
definition. Or, click the Open Folder button located in the upper
left corner of the folder block.
· Select a private or public folder definition from the list window

that is displayed, and click OK to replace the current folder
definition with the new folder definition.

8 - 15
To Save Changes to a Folder Definition
· Select Folder ® Save, to save any layout or query changes made
to the current folder definition or choose Folder ® Save As to
save the current folder definition under a new name. If there are
any pending changes to the information in the folder, you will be
prompted to commit the changes.
If you save a folder definition to Open as Default and then open

another folder definition and save that second definition also as
Open as Default, the second definition is reset as the new default.
· If you modify a public folder definition in any way, saving it

makes it a private folder definition.

8 - 16
Oracle Applications
M ® Folder ® Delete
Deleting a Folder Definition

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

8 - 17
Managing an Attachment
to a Form
Chapter 9

9-1
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 Attachments
You can attach or link data such as images, word processing documents,
spreadsheets, or video to some Oracle Applications records. This section
discusses how to manage these attachments to records.

9-2
The Attachment Icon
Identifying the Availability of Attachments

The toolbar Attachment icon indicates whether the Attachments feature is
enabled in a form or block. When the button is disabled, the Attachments
feature is not available. When the Attachments feature is enabled in a form
or block, the icon becomes a solid paper clip.
The icon switches to a paper clip holding a paper when the Attachments
feature is enabled in a form block and the current record has at least one
attachment.

9-3
Oracle Applications
Select Attachments toolbar icon
Attachments
The Attachments Window

There are several fields in the Attachments window in the M ain
Alternative Region:
· Seq: The sequence number drives the order the attachments are
displayed in the attachments window. Typically the sequence
numbers are assigned in increments of 10.
· Category: This field indicates which forms can access the

document. Each form that enables attachments must list the
document categories it can access. A M iscellaneous category will
be assigned to each form registered for attachments to facilitate
cross-form visibility of attachments.

9-4
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, including
bmp, cals, jfif, jpeg, gif, pcd, pcs, pict, ras, and T IFF.
Short Text T ext stored in the database containing less than 2000
characters
Long T ext T ext stored in the database containing 2000 characters
or more
Web Page A URL reference that you can view with your Web
browser. You must define your Web browser in the
profile option Web Browser to view a Web page
attachment.
· May Be Changed: This check box indicates whether you are

able to edit the attachment.

9-5
Source Alternative Region
· S torage: This field specifies where images are to be stored.
Type Description
Database Storing images in the database provides centrally
accessible images without special file system setup.
However, database storage of images will increase the
amount of database space required for applications.
File File system storage of images requires a shared file
system that is accessible to all users and looks the
same to all users. For example, you should not store
an image on your local PC because another PC
accessing the system will not be able to see your PC
as its C:\ drive.
· File or URL: The address/location of the file.
· Document Block: This displays the current document in the

attachments region. Use the M agnification pop-up list to choose
from a list of percentages to enlarge or shrink the image, or select
Custom to set your own percentage sizing. Shrink to Fit will
adjust the image to fit within the form. M ove the cursor into
another field to see you image in the new scale.

9-6
Viewing an Attached Document

· Click the Attachment icon on the Toolbar.
· Select the attachment you want to view by clicking the desired

line item .The attachment appears in the document block.
Deleting an Attachment
· To delete the attachment from the selected document, select
M ® Edit ® Delete Record or click on the Delete Record icon
on the toolbar.
When you delete an attachment, you merely remove the

association between a record and a document. The document
itself is not removed from your file system or database.

9-7
Oracle Applications
Select Attachment toolbar icon
B ® Document Catalog
Document Catalog
Oracle Applications keeps a catalog of documents that have been attached

to applications data records. You can take advantage of this catalog if you
want to attach an existing document to a second or subsequent data record.
If the document you want to attach already exists within Oracle

Applications, click Document Catalog. When the Document Catalog
window opens, query an existing document, check one or more
documents, and then click Attach 1.

9-8
Viewing Common Forms
Chapter 10

10 - 1
Section Objectives
· View common forms including Item information, BOM

information, Sales Order information and Purchase Order
Information

For each job role that you perform, there is a core set of activities you are
responsible to perform. These activities are covered in the training
materials for the specific areas where the activities are to be performed.
There are many cases where “view only” access is given to information to
support 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 M aterial (Indented Bills Form)
Available information includes indented bill details starting at the

first level of the bill of materials. Specifically,
- Item Details
- Bill Details
- Quantities
- Effectivity
- Order Entry
- Shipping.

10 - 2
· Orders Summary (Orders Summary and View S ales Order
Forms)
Available information includes general sales order information

via the Orders Summary Form and more detailed sales order
information via the View Sales Order Form. The Orders
Summary form is used more to find the desired sales order to
view. The View Sales Order Form displays the following and
more:
- Holds
- Shipping Information (line level)
- Backorder (where applicable)
- Details including Subinventory, Locator or Lot
information, Scheduling Details for specific lines on this
order
- Cycle Status

10 - 3
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 item
information. Enter any search criteria. All fields are optional.
· Organization S cope: 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. If

you only have visibility to the Single Organization option, you
are locked out of the other options with function security.
· Organization: Select an organization for which to view item

details. Defaults to log in organization.

10 - 4
· Item: Select an item number.
· Description: Displays the item description based on the item

selected.
If you want to view the item’s revisions or categories, you only

need to enter in the Item, and then click on the Revisions or
Categories 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 not
have to scroll through all the item attributes to get to the
information you want.
· Attribute: Enter a selected attribute you wish to view.
· Control Level: Select to view either master item controlled

attributes, 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.

10 - 5
Item Attributes Window
The Attributes window is used to view an Item’s attribute values. The
attributes can be viewed as an Attribute Group or a specific attribute can
be viewed.
All fields are display only.
By selecting an Organization Scope of "All" with an Attribute Display

Group of Costing, you will see all of the Costing attributes for each
organization.

10 - 6
Item Revisions Window
The revision window is used to view revision history for an item. A single
organization, your organization and the item's master organization, or all
organizations will display based on the organization scope you selected.
All fields in this region are display only.

10 - 7
Item Categories Window
The Item Categories window is used to view the category sets and
category values your item is assigned. Again, you may view values for
your organization, your organization and the item master organization, or
all organizations.
All fields are display only.

10 - 8
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 of

material displays the structure of a manufacturing or engineering item.
When accessed from the navigator screen, this forms opens with a find
window.
Find Indented Bills Window

This form opens with a find window that can be used to search for specific
indented 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), Current

Revision, and Latest Revision default from the master item upon
selection of the item.
· Alternate: Enter an alternate item, if applicable.
· Engineering Bill: Check to limit search to Engineering Bill of

M aterials.

10 - 9
Indented Bills Form
· Revision: Current item revision.
· Date: Enter a revision date for the Bill. Defaults to current Date
and time.
· Quantity: Item quantities.
· Levels: Number of levels to display.
Displa y Region
Select a Display option: All, Current, or Future and Current

components effective as of the revision date you specify.
· Implemented Only: Check to display only implemented

components.
· 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 cost
type field.
· Cost type: Select the cost type.
· View Lead Time: Check to display Lead Time information.
· Material Control: Check to display M aterial Control

information.
· Planning %: Check to display planning percentages when

calculating component quantities.
Find Indented Bills Window: Buttons

· Clear: Clears the find window.
· Find: Opens the Indented Bills window displaying entered item's

attributes.
If more that one bill matches the entered criteria, a selection

window pop ups displaying the bills. Select the desired bill that
will be opened in the Indented Bills of M aterial window.

10 - 10
Indented Bills Form
Indented Bills of Material Window
The Indented Bills of M aterial window appears and displays the first level
of the bill.
The Components window contains the following alternative regions: Item

Details, Bill Details, Quantities, Effectivity, Order Entry, and Shipping.
Item, Description, Alternate, Revision, and Date fields default from the
master item.
· Level: Displays number of levels that connect component to bill.
Use the control buttons to expand or collapse portions of the

indented bill. You can only expand up to the explosion level
indicated in the Find window.
· Item: Displays component of bill.

10 - 11
Indented Bills Form
Item Details Alternative Region
Each Component’s Description, Revision, Type, S tatus, and

Engineering Item fields are displayed.
Bill Details Alternative Region
Items S eq, Operation Seq, Alternate, Engineering Bill, and Comments

fields are displayed for each component.
Quantities Alternative Region
UOM, Quantity, Planning %, Yield, and Extended Quantity fields are

displayed.
Effectivity Alternative Region
From, TO (date and time), Implemented, and Engineering Change Order

(ECO) number fields a re displayed for each component.
Order Entr y Alternative Region
Optional, Mutually Exclusive, ATP, Minimum Quantity, Maximum

Quantity, and Basis fields are displayed.
Shipping Alternative Region
Shippable, Include in Ship Docs, Required To Ship, and Required for

Revenue fields are displayed.

10 - 12
Orders Summary Form
Form Description
This form is used to search for orders in order to perform a variety of
functions in other forms.
Find Orders Window

This window is used to query one or more sales orders based on any
combination of criteria. All fields are optional.
This window may be skipped by selecting the New Order or New Return
button.

10 - 13
Orders Summary Form
Main Alternative Region
Enter the appropriate search criteria from any the following fields and
click the Find button:
- Order Number
- Order Type
- PO Number
- Requisition Number
- Order Category
- Order Source
- Order Dates
- Created By
- Entry S tatus:
- Check this box to choose any one or combination of
statuses to query orders. Choose one or all of the
following:
- Booked
- Entered
- Partial
- Customer Name
- Customer Number
- Customer PO
- Salesperson
- Ship To Location
- Bill To Location

10 - 14
Orders Summary Form
Shipping, 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 to
create a new sales order.
Reference Sales Order Form [NAV06009]
· Open Button: Opens the Sales Order form in order to view or

modify an existing sales order
· Find Button: Initiates the search and opens the Orders Summary
window.

10 - 15
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 sales
order may be seen by scrolling to the right in this form.
Orders Summary: Buttons

From the Orders S ummary form you may initiate the following activities
for a particular sales order:
· Copy Button: Opens the Copy Orders form in order to use an

original sales order or return as the basis for a new order or
return.
Reference Copy Orders Form [NAV06003]
· Approve Button: Opens the Approve Orders form in order to

allow an order to pass through an approval.
Reference Approve Orders Form [NAV06058]
· S chedule Button: Not used due to the automated ATP process.

10 - 16
Orders Summary Form
· Cycle Status Button: Displays the cycle status of an entire
order.
The order-level cycle status typically includes just when the order
is Entered, Booked, and Closed. To view the detailed cycle
status of the lines on the order, select the View button at the
bottom of this form, and then select Cycle Status from the
bottom of the next form.
Reference View Sales Orders Form [NAV06059], for details

regarding the Cycle S tatus Button.
· View Button: Opens the View Sales Order form which displays
detailed information about the current status of this order.
Reference View Sales Orders Form [NAV06059]
· Cancel Button: Opens the Cancel Orders form in order to cancel

an order or line.
Reference Cancel Orders Form [NAV06002]
· Hold Button: Opens the Apply Holds form in order to place an

order on Hold.
Reference Apply Holds Form [NAV11704]
You may also see if an order or return is currently on hold by

looking to see if the On Hold box at the right of each row is
checked.
· New Return Button: Opens the Returns form in order to create a

new return order.
Reference Returns Form [NAV06014]
· New Order Button: Opens a blank Sales Order form in order to

create a new sales order.
· Open Button: Opens the Sales Order form in order to view or

modify an existing sales order

10 - 17
View Sales Orders Form
Form Description
This form is used to view information related to each of the lines on the
sales order by either selecting the buttons at the bottom of the form or
navigating through the remainder of the alternative regions.
View Orders Window
The fields are display only.
The header region contains information related to this particular sales

order.
· Order Number: Query an existing order.
If entering this form through another form, such as the Orders

Summary form, all information will default based on the
previously selected order.
Lines Alternative Region
This region displays details associated with each line on the sales order.

10 - 18
Transaction Alternative Region
This region displays additional information from the invoice or credit

memo.
Invoices / Credit Memos Alternative Region
This region displays invoice and credit memo information associated with
the 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 the
Deliveries to View window.
View Orders: Buttons

The buttons at the bottom of the form manage the following activities for
an individual order line. M any of these buttons are repeated throughout
the 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 at
one time, use the Deliveries button in the Deliveries Alternate
Region.
· Backordered Button: Opens the Backordered Picking Lines

window.
· Details Button: Displays the line details with shipping

information.
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 S hipping Lines
alternate region. (see form in a later section of this document)
· Cycle Status Button: Opens the Cycle Statuses window.

10 - 19
View Holds Window
This window displays hold activity for this sales order line including
current holds as well as any holds that have been released.
This provides a history of the activity on this order, and what might have
kept the order from getting shipped.

10 - 20
View Shipping Lines Window
This window is used to show the shipping information for the selected
order line. If the line had not been shipped as yet, the window would not
show any information.
This window is useful for the shipping department or for anyone needing
the shipping information.
For example: the Waybill number and Freight Carrier information can be
retrieved from this window. This window also has the Pick Slip number
and the Picking Batch number that is needed to reprint the pick slip.

10 - 21
Backordered Picking Lines Window
This window displays the backorder information for a selected line. The
information displayed is updated as the order becomes eligible for the next
Cycle Action.

10 - 22
Cycle Statuses Window
This window displays the Cycle Status from both the Line Level and
Order Level cycle status.
This provides a detailed look as to exactly where that particular sales order
line is in following its required order cycle.
The Holds button on the bottom of this form takes you to the View Holds
window. This is valuable to quickly review data about holds that might be
stopping a line from proceeding through its cycle action steps.
In addition to the buttons at the bottom of the View Orders form, you can
also view additional information about the order lines from the alternate
regions.

10 - 23

Navigating in Oracle

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Navigating in Oracle

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Navigating in Oracle

Introduction ....................................................................................................... 1-1

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