INTRODUCTION TO ORACLE APPLICATIONS OBJECT LIBRARY

NAVIGATING IN R12.X ORACLE APPLICATIONS

Objectives
After completing this lesson, you should be able to do the following using the SWAN user interface:

Log in to Oracle Applications Navigate from Personal Home page to Applications Create Favorites and set Preferences Choose a responsibility Use Forms and Menus Enter data using Forms Search for data using Forms Access online Help Run and monitor Reports and Programs Log out of Oracle Applications

Logging In to Oracle Applications

Navigating from Personal Home Page to Applications

Forms Based applications Self-Service Applications

Creating Favorites and Setting Preferences

Worklist Preferences Favorites

Navigator

Choosing a Responsibility

Click a link to the responsibility.

Click a link to the function.

Responsibility Relationships: Many to One

Accounts Payable

Payroll

Responsibility Relationships
Responsibility menu
One to many

Responsibility 1
Many to many

Responsibility 2

Responsibility 3

User 1

User 2

User 3

User 4

Navigator
Menu bar
Toolbar Region tabs

Functions

Expanding or Collapsing the Navigation List

Select

one of the following methods to expand an item to its next sublevel window:
1. 2.

3.

Double-click the item. Select the item and click Open. Select the item and click Expand.

To
1.
2.

collapse an expanded item:

Double-click the expanded item Select the item and click Collapse

Expanding or Collapsing Several Items

To expand or collapse several items at once, click one of the following buttons:

Expand

All Children: Expands all the sublevels of the currently selected item. Expand All: Expands all the sublevels of all expandable items in the navigation list. Collapse All: Collapses all currently expanded items in the navigation list.

Logging Out of Oracle Applications

From the File menu, select Exit Oracle Applications. Use this method to ensure that your username is cleared from system access.

Navigating to a Form

Click for a Function.

Form Terminology
MDI window Menu bar Tool tip

Help

Title bar

LOV icon

Window

Record or row
Block Pop-up list

Check box Scrolling region

Form Terminology
Region

Region tab

Field

Button

Field Colors
Field color
White Yellow Grey Blue

Description
Allows data entry Requires data entry Does not allow data entry Indicates the fields to use in Query-Enter mode

Creating and Saving a New Record

New Save

(M) File > New

(M) File > Save

Editing and Deleting a Record

Edit Delete

(M) Edit > Record

(M) Edit > Delete

Using a List of Values

Click LOV icon in the field.

The list of valid values is displayed.

LOV: Shortcuts
AutoSelection

List

Search Long-List Fields Power List

Using Calendar
Choose a month. Choose a year.

Choose a day.

Clearing Data
Clear

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

Copying Data from a Record

Verify your data because all the fields may not copy. Item number Quantity Price Discount %

Item number

Quantity

Discount %

Searching for Information

Using Find Mode

Click the Find icon on the toolbar:

Click

the Find button on the Form. Specify your search criteria. Review the retrieved records.

Using Query Mode

(M) View > Query By Example > Enter:

Enter

the search criteria. (M) View > Query By Example > Run (M) View > Query By Example > Cancel

Query Operators
Operator = != > >= < <= #BETWEEN Meaning Equal to Not equal to Greater than Greater than or equal to Less than Less than or equal to Between two values Example = Janet != Janet >99.1 >=55 <1000.00 <= 100 #BETWEEN 1 and 100 = 107 != 107 > Joan

Folder Forms

Error Messages
To

give you a hint, the application displays a short message in the message line. To inform you of an error, the application displays an error window. A History button also appears in the error window if an error of a more serious nature occurs.

Running Reports and Programs

Using Concurrent Processing

Request queue

Submits request

Request runs.

Request 1 Request 2 Request 3 Request 4

Perform other online interactive tasks.

Other online jobs

Running Reports and Programs

Concurrent
Run

processing:

noninteractive tasks, such as reports and programs. It does not interfere with the interactive work you perform on your computer.
Standard
Use

Request Submission (SRS):

the SRS interface to run reports and programs. View report output online. Schedule reports and programs. View log information.

Business Intelligence (BI) Publisher

Formerly

known as XML Publisher Comprehensive enterprise reporting solution Built on open standards Separates data from Presentation Cost effective and scalable

Integration with Oracle Secure Enterprise Search

Integrates E-Business Suite with Secure Enterprise Search Allows users to search EBusiness Suite products by using a simple interface (similar to internet search)

FUNDAMENTALS OF SYSTEM ADMINISTRATION

Course Objectives
After completing this lesson, you should be able to do the following:

Describe

the layers of access control in Oracle Applications security Define Function Security Use Menu and Function Security to modify responsibilities Define Data Security Set profile options

Introduction to Application Security

Successive Layers of Access Control

Access Control is implemented in successive layers and each layer builds upon the one that precedes it.

6 5 4 3 2 1

Self-Service and Approvals

Registration Processes
Delegated Administration Role-Based Access Control Data Security Function Security Required Optional

Increasing Flexibility and Scalability

In Oracle User Management, each layer of access control adds an increasing level of administrative flexibility and scalability.

Flexibility and Automation Level of Administration

Self-Service and Approvals Registration Processes Delegated Administration Role-Based Access Control Data Security

End Users

Local Administrators

System Administrator

Function Security

Function Security
Function Security, the base layer of Access Control in Oracle Applications, restricts user access to individual menus and menu options within the system but does not restrict access to the data contained within those menus.

Function Security

Data Security

Data Security:
Is

the next layer which builds on Function Security Provides access to the data a user can view and the actions a user can perform on that data Restricts access to individual data displayed on the screen after the user has selected a menu or menu option
Data Security Function Security

Oracle User Management Layers of Access Control

Oracle User Management is implemented using the next four layers of access control.

Self-Service and Approvals

Registration Processes
Delegated Administration Role-Based Access Control Data Security

Function Security

Role-Based Access Control (RBAC)

RBAC is the next layer and builds upon Data Security and Function Security:

Access

control is defined through roles. User access to applications is determined by the roles granted to the user.

Role-Based Access Control Data Security

Function Security

Delegated Administration

Delegated Administration
Is

a privilege model that builds on the RBAC system Provides organizations with the ability to assign the required access rights for managing roles and user accounts
Delegated Administration Role-Based Access Control Data Security

Function Security

Registration Processes
Registration processes are predefined registration components that enable end users to perform some of their own registration tasks.

Registration Processes
Delegated Administration Role-Based Access Control Data Security

Function Security

Self-Service and Approvals

End users can perform the following selfservice registration tasks:

Obtain new user accounts. Request for additional access to the system. Reset passwords.
Self-Service and Approvals Registration Processes Delegated Administration Role-Based Access Control Data Security

Function Security

Function Security

Function Security
Defines

an application Creates responsibilities and users

Application Security: Overview

Windows

Oracle

User

Responsibility

Reports

Application

Use of Menu and Function Security to Modify Responsibilities

Importance of Responsibilities

Responsibilities determine:
Menus

and Forms access Available reports Applicable Ledgers Associated Operating Unit Accessible applications

Defining a New Responsibility

1 Enter application and responsibility name.

Enter start and end dates.

Select data group.

Select menu.

Steps 1, 3, and 4 are required

Defining a New Application User

1 Enter username and password. 2 Require password change Limit access attempts Enter users start date.

Assign one or more Responsibilities.

Steps 1, 3, and 4 are required

Function Security
Menu Level 1 Function Menu Level 2 Function Function Menu Level 3 Subfunction Subfunction Function Menu Level 2 Subfunction Menu Level 2 Function Function

Function: A set of executable code available as a menu option

Subfunction: A subset of a forms functionality

Set Profile Options

Set

profile option values. Use user profile option settings. Use system profile option settings. Discuss profile categories.

Profile Hierarchy Types

There are three hierarchy types:

Security
Organization Server

Profile Hierarchy Levels: Security

User level Responsibility level

Application level
Site level

Profile Hierarchy Levels: Organization

User level Organization level Site level

Profile Hierarchy Levels: Server

User level Server level Site level

Personal Profile Values

Depending on the responsibility, many users can change their personal options:

Navigate

to Profile > Personal to see a list of the profiles already defined. If the User Value field is unprotected, you can select a value for this profile option from the list of values, or enter a value directly.

System Profile Options

The System Administrator can set profile options at any level:

Navigate

to Profile > System to see the Find System Profile Values window. You can set a profile value at the user, responsibility, site, or application level for profile options using the Security hierarchy type.

Profile Categories
Profile options can be grouped into categories based on their functional areas. Administrators can then easily search on the profiles by category when they need to view or update them.

FUNDAMENTALS OF FLEX-FIELDS

Overview of Flexfields

Using Flexfields to Configure Applications

General Ledger
Application windows

Assets

User-defined flexfield windows

Benefits of Flexfields

Flexfields enable the following benefits:

Configuration

of applications to support your accounting, product, and other codes Construction of intelligent keys Configuration of applications to capture additional data Use of the application to validate values and value combinations entered by the user Support for multiple field structures depending on data context

Key and Descriptive Flexfields

Key flexfields build unique entity identifiers.

__ Item Information _________

Category Item Color COM 876 LTN Computer Monitor Light tan

Payment Store Dept Number Exp. Dt

Type CC
54321

Descriptive flexfields gather additional Information.

987
4958-2938-4747 12 - 2011

Key Flexfields
__ Sales Information ______________________ Transaction 3987 Customer Jane Doe Payment Type
Standard window

Item COM-876-LTN
Description Computer - Monitor - Light Tan
Key flexfield window

[]

__ Item Information _______________

Category
Item Color

COM 876 LTN

Computer
Monitor Light tan

Using Key Flexfields to Build Intelligent Keys

Business A Business B

_____Account Entry __
Corporation 10 283

_____Account Entry __
Company 21 42 502 015

Subsidiary

Division
Department Account

Division 3003

Department
Account

025 203

Key Flexfield: Examples

General Ledger

Receivables

Accounting Flexfield Asset Key Flexfield Location Flexfield Category Flexfield Service Item Flexfield People Group Flexfield Job Code Flexfield

Assets

Territory Flexfield Sales Tax Location Flexfield Item Categories System Items Sales Orders Item Catalogs

Inventory

Service

Human Resources

Descriptive Flexfields
__ Sale Information ________________________________ Transaction 3987 Payment Type Customer Jane Doe Item CC

COM-876-LTN Description Computer - Monitor - Light Tan [ ]

Payment Type CK Store 54321 Dept 987 Number 1028 Second ID MC 4565-3939

Payment Type CC Store 54321 Dept 987 Number 495829384747 Exp. Dt 12 - 2011

Descriptive Flexfield: Examples

The following are examples of instances where descriptive flexfields are used:

Storing supplier numbers from converted suppliers The Flexible Address Format Storing order information with an invoice Storing project information with an invoice Storing vehicle information associated with the asset category Vehicle Name of the customer service representative responsible for the sales order Web link to map property or location in Property Manager

Key and Descriptive Flexfields: Comparison

Key flexfields Owned by one application; used by many Required to set up, not always required to use Supports intelligent keys Identifies entities Drives reporting

Descriptive flexfields Associated with tables in a specific application Setup optional No intelligence, stores additional information Captures additional information only

Components of a Flexfield
Flexfield/Structure Flexfield Structure

Segments

Segment 1

Segment 2

Values (if needed)

COMPUTER

PC SERVER LAPTOP
12 Char Dependent Upper Case Required

Value set - format and validation

10 CHAR Independent Upper Case Required

Segment Prompts and Value Descriptions

Flexfield segment prompts

__ Item Information _______________

Category Item Color COM 876 LTN Computer Monitor Light Tan

Flexfield value descriptions

General Steps to Implement a Flexfield

Plan

flexfield segments, structures, value sets, and values. Define value sets. Define the flexfield structure. Define values. Define security and cross-validation rules, if necessary.

Creating Value Sets

Planning a Value Set

Determine

basic attributes of the set. Select the appropriate validation type.

Validating Input Using Value Sets

Category value set

COM

MACH

FURN

__ Item Information _______________

Category Item Color

755

COM 876 LTN 876

Computer Monitor Light tan 933

Item value set

Value Set Attributes

Name:

Unique value set name (Do not use XX-, XX_ , XXX-, XXX_, or any Oracle reserved name.) Description: Free-form descriptive text List type
List

of Values Long List of Values Pop-up list

Security
No

type

security Hierarchical Non-hierarchical

Types of Value Sets

None:

Validation is minimal. Independent: Input must exist on the previously-defined list of values. Dependent: Input is checked against a subset of values based on a prior value. Table: Input is checked against values in an application table. Special: Value set uses a flexfield itself.

Types of Value Sets

Pair:

Two flexfields together specify a range of valid values. Translatable Independent: Input must exist on previously-defined list of values; translated value can be used. Translatable Dependent: Input is checked against a subset of values based on a prior value; translated value can be used.

Planning Data Format Validation

Format

Type: Value data type Maximum Size: Maximum permitted size for a value Precision: Number of decimal places Numbers Only: Entry of numbers 09 only Uppercase Only: Lowercase input becomes uppercase Right-Justify and Zero-Fill: Shifts number to right, pads from left Maximum/Minimum Value: Beginning and ending values of a range

Defining Value Sets

Use existing value sets when possible.

Define value set.

Define list of values if appropriate.

Defining the Key Flexfield Structure

Planning a Key Flexfield

Identify

the target flexfield, the information required by Oracle Applications, and any qualifiers. Plan the flexfield structure, behavior, and appearance. Define the key flexfield structures. Define any value sets required and their values. Define security rules when appropriate. Define cross-validation rules when appropriate. Define shorthand aliases as needed.

Designing the Key Flexfield Layout

Title Description: ___Sales Information_______ Description:

Category COM
Structure

Order of segments

Item 876 Color LTN

Segment separator Value sets

Prompts

COM FURN APPL

Values

Key Flexfield Structure

Business A Business B

_____Account Entry __
Corporation Subsidiary 10 203 3003 025 203

_____Account Entry __
Company Division Department Account 10 203 3003 025

Division
Department Account

10-203-3003-025-203

10-203-3003-025

Storing Code Combinations

_____Account Entry __
Company
Division Department Account 10
(Code combination)

203

10 - 203 - 3003 - 025

3003
025

Code Combinations Table SEGMENT1 SEGMENT2 SEGMENT3 SEGMENT4

10

203

3003

025

Key Flexfield Qualifiers

Business Y Business Z
Balancing segment

Corp 10 Sub 203 3003

Corp Div

10 203 3003 025

Div

Dept
Acct

Dept 025 Acct 203

Types of Key Flexfield Qualifiers

Flexfield qualifiers: Identify a particular segment.
(Balancing segment)

10

203

3003

025

Segment qualifiers: Identify a particular value.

(Allow posting)

Key Flexfield Qualifiers Identify Key Flexfield Segments

Business Y

Corp
Sub Div Dept Acct

10 203

Cost Center segment

3003
025 300 Balancing segment

Account segment

Identifying Values in Flexfield Segments with Segment Qualifiers

Business Y

Corp Sub Div Dept Acct

10 203 3003 025 300

Account list 200 - Cash

Budgeting allowed: Y Posting allowed: Y Account type: Asset

300 - Revenue

400 - Payroll

Budgeting allowed: N Posting allowed: N Account type: Liability

Budgeting allowed: N Posting allowed: N Account type: Revenue

Defining Flexfield Qualifiers

Use

the Flexfield Qualifiers window to assign qualifiers to segments as appropriate for the flexfield. Not all flexfields use qualifiers with segments.

Segment Defaults: Examples

Default Type
Constant Current date

Default Value
Any literal value Current time

Current time
Field

Current time or current date/time

Default Value field value

Profile
Segment SQL statement

Value of profile in Default Value

Value in prior segment Result of SQL query

Other Key Flexfield Features

Dynamic

insertion of new values Cross-validation of segment value combinations Security on value access Aliases to speed up data entry

Form with Foreign Key Reference

Allowing Dynamic Insertion

__ Sales Information _____________________
PK2

Orders Table
FK to PK1

Order Number 3754 Client Part Description

Payment Type:

CC

Big Mfg. Co. COM-876-LTN Computer-Monitor-Light-Tan

Table with Foreign Key Reference Parts Table
PK1 Other Structure Flexfield Unique ID Columns ID Segment N Columns

[ ]

Combination Form

__ Part Number _________ Category COM 876

Computer
Monitor Light Tan

Item Color

LTN

New combination (new record) created from a form with a foreign key reference

Combinations Table

Cross-Validating Values
____Part Numbers________________
Part
Description COM - 876 - LTN Computer Monitor Light Tan

Part Number Structure 1 Category COM Item 876 Color LTN Computer Monitor Light Tan (or)

Part Number Structure 1 Category COM Item 621 Color LTN Computer 4-Wheel Light Tan

COM- 876 - LTN

COM- 621 - LTN

Using Value Set Security

Descriptive Flexfield Type Sales Rep COM Jane Reed Computer

Without Security
COM Computer MACH Machinery FURN - Furniture

List

With Value Security

List

COM Computer MACH Machinery

List displays all values.

List displays only the values permitted for this responsibility.

Using Shorthand Aliases

Sales Information Transaction 3754 Customer Address City Zip Item
Description: ___Item Alias____

Big Manufacturing 1211 State

Dallas 75219

State TX Country USA

COM-876-LTN

Part Tan Monitor

Tan Monitor COM-876-LTN Hard Drive COM-535-15G Laser Printer COM-788-630

List of Aliases

Planning Decisions
Multiple

structures Resources available Qualifiers required Dynamic inserts Cross-validation Shorthand aliases Value checking Value security

Freezing and Compiling the Definition

Save

after freezing to automatically compile the flexfield definition. Freeze and compile after making any changes to the definition. Changes take place immediately. You can see your changes immediately. Other users must exit the system or change responsibilities before they can see the effected changes.

Defining the Descriptive Flexfield Structure

Identifying a Descriptive Flexfield

The

presence of a descriptive flexfield on a form is indicated by brackets. Whenever you see this, there is a descriptive flexfield defined for use with that form. In some cases, there may be multiple descriptive flexfields associated with the same form.

Determining the Descriptive Flexfield Name

Click a field in the same block in which the descriptive flexfield appears. 2. Select Help > Diagnostics > Examine. 3. A window showing information about the selected field appears. 4. Note the name of the block in which the field is located.
1.

Determining Available Resources

Use the list of values for the Column field in the Segments Summary window to determine how many segments you can plan to use.

Identifying Your Information Needs

What

additional information needs to be captured? Is there any information that you need to capture each time? Is there information that you need to capture on an ad hoc basis? Can the need for capturing ad hoc information be conditioned on a value in a base window? How much control over window processing do you want to give the user?

Identifying the Necessary Information

Store number Check number

Credit card number

Expiration date

Down payment

Grouping Information by Usage

Situation 1: (finance) Store number Down payment

Situation 2: (check)

Store number

Check number

Situation 3: (credit card)

Store number

Credit card number Expiration Date

Isolate Common Information

Situation 1: (finance)

Store number

Down payment

Situation 2: (check)

Store number

Check number

Situation 3: (credit card)

Store number

Credit card number Expiration Date

Varies by task

Used by all tasks

Determine Different Contexts

Finance context Situation 1: (finance) Store number

Down payment
Check context

Situation 2: (check)

Store number

Check number

Credit card context Situation 3: (credit card) Store number

Credit card number Expiration Date

Descriptive Flexfield Components

Global

segment: Displays information that is common to all contexts Context-sensitive segment: Displays information that is appropriate only to a particular context Reference field: A field in the application window whose value is used to determine contexts Context field: A field in the structure whose value is used to determine contexts

Using Global Segments

Finance context

Global Segments (Common)

Store number

Credit card context

Check context

Store number

Store number

Context-Sensitive Segments
Finance context

Context-Sensitive Segments (Vary by context)

Store number
Account Finance terms Down payment

Credit card context

Check context

Store number
Card number Expiration date

Store number
Second ID

Distinguishing Between Contexts

Finance context

Store number
Account Finance terms Down payment Credit card context Context field Check context

Store number
Card number Expiration date

Store number
Second ID

Using Reference and Context Fields

Reference

Field: A field on the existing form whose value is used to automatically distinguish between contexts Context Field: A field created in the descriptive flexfield structure that is used to allow the user to manually select different contexts

Using Reference Fields

Existing application window Reference field

Global Data
Elements

Global

Context
Sensitive Fields

Proposed flexfield designs

Data Elements Context Sensitive

Fields
Context 2

Context 1

Identifying Referenceable Columns

Use the list of values for the Reference Field in the Descriptive Flexfield Segments window to determine the fields that are available for use as reference fields for this descriptive flexfield.

Using Context Fields

Existing application window

Global Data
Elements

Proposed flexfield designs

Global Data
Elements

(Context)
Context Sensitive Fields (Context fields)

(Context)
Context Sensitive Fields Context 2

Context 1

Locating the Flexfield Definition

Use

the Descriptive Flexfield Segments window to locate the target flexfield definition by finding the application that owns the definition and the flexfield title. A flexfield may appear in more than one window. However, defining the flexfield once automatically defines it for all locations. After you access the definition, you can start making the changes. If the flexfield is already frozen, unfreeze it first.

Storing Descriptive Flexfield Segments

Structure A Structure B

Global AAA Context BBB Context CCC

Global AAA Context DDD

CONTEXT

ATTRIBUTE1

ATTRIBUTE2

ATTRIBUTE3

Structure A Structure B

Global AAA Global AAA

Context BBB Context DDD

Context CCC

Freezing and Compiling the Definition

Use the Descriptive Flexfield Segments window to:

Freeze

the flexfield definition by selecting the Freeze Flexfield Definition check box Compile the flexfield definition by clicking the Compile button