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e Oracle Applications.
Enter list of responsibilities here along with definitions
Navigator the path to access forms/functions within each application. The navigation list is organized like the tiers of a file system. Items with a +
sign can be expanded. Items with a sign cannot be expanded any further. When there is no + or sign, the item is a form that can be opened by double
clicking.
Colors of Fields have different meanings:
White
Yellow fields
Grey fields with black text
Grey fields with grey text
Blue fields
White fields with green underlined text
Fields Optional data entry (data may be required by UTPA but Oracle does not consider it a required
field.
Require data entry.
Display only.
Fields or functions are disabled.
Fields that can be used in Query-Enter mode.
Indicate more detail is available if drill-downs are used.
List of Values (LOV) a tool provided within Oracle that limits what values may be entered into a particular field. The field ends with three little dots.
Click the LOV indicator or press the keyboard shortcut, CTRL + L, to open the list of values.
Ways to use the List of Values:
Select the option using the mouse and click the OK button to close the list.
Type a few characters for the option to automatically reduce the number of options in the list. Then select the correct option using the mouse.
Type a few characters followed by a wildcard character " % " or "_" in the Find box located within the List of Values , click the Find button
located at the bottom of the List of Values window to locate the options available.
Navigating Within a Form
You can move within a window using the following methods:
Press the Tab key to move forward through the field's one at a time.
Use the Shift + Tab key combination to move back through the fields.
Always use the Tab key and not the Enter key to move to the next field. If there is a default button on the window, pressing the Enter key
will select the default button. The default button is either the only button on the form or the button with the nearly invisible black border.
Navigating Within a Window Within a Form
Keyboard Shortcuts (found under Help under Keyboard Shortcuts on the main menu)
Key
F8
F5
F6
F12
Ctrl+Up
Down Arrow
Shift+F5
Shift+F6
Shift+Tab
Up Arrow
Ctrl+S
Page Up
Description
Clear Form
Clear Field
Clear Record
Count Query
Delete Record
Down
Duplicate field Above
Duplicate Record
Previous Field
Previous Record
Save
Scroll Up
Key
Ctrl+E
F11
Ctrl+F11
F4
Ctrl+H
Ctrl+Down
Ctrl+L
Tab
Down Arrow
Ctrl+P
Page Down
Ctrl+K
Description
Edit
Enter Query
Execute (Run) Query
Cancel Query
Help
New Record
List of Values
Next Field
Next Record
Print Screen
Scroll Down
Show Hot Keys
Message Line Messages appearing at the bottom of a form or window showing the transaction that has occurred.
Clearing Data from the Screen
The data you clear is simply erased from the screen and not deleted from the database. However, if the data is new and has never been saved to the
database, it is permanently deleted when it is cleared from the screen. In order to clear the data you can use the following ways:
Select Edit > Clear > Field to clear data from the current field.
Select Edit > Clear > Record or to clear data from the selected record.
Select Edit > Clear > Form to clear data from the current form.
Use the Clear Record or Clear Form procedures when the form will not close or allow you to move to the next field.
Cutting, Copying, and Pasting Text in a Field
Select the data in a field. Use the mouse to highlight the data or double-click the data to highlight and select it.
Select Edit > Cut or Edit > Copy to cut or copy the data.
Note : Cut is like Copy, except that Cut also removes the data from the field.
Duplicate a Field When duplicating a record, care must be taken to make sure that fields are changed and where the information should be different. It
is recommended that duplicating a record be done infrequently, while duplicating a field be done wherever possible.
Duplicate a record with the help of new record or already existing record.
Select File > New to start a new record. Alternatively, use the New icon on the toolbar.
Select the appropriate field in the new record, to be filled by duplicating the previous field.
Select Edit > Duplicate > Field Above to copy the field value from the previous field to the current record. The Shift + F5 keyboard shortcut
may also be used
Duplicate a Record When duplicating a record, care must be taken to make sure that fields are changed and where the information should be different.
It is recommended that duplicating a record be done infrequently, while duplicating a field be done wherever possible.
Duplicate a record with the help of new record or already existing record.
Select Edit > New to start a new record. Alternatively, use the New Record icon on the toolbar.
Select Edit > Duplicate > Record Above. Alternatively, use the Shift + F6 keyboard shortcut to duplicate the record.
Note: The Duplicate Record Above function may not duplicate all the fields in the record.
Tab through each field in the new record to verify the values are correct. Make changes to the fields where they are needed.
Delete Record from Database
Select Edit > Delete from the menu bar, or click the Delete icon on the toolbar.
Select (B) yes and save the transaction. Until the delete action is saved, the record still exists in the database.
Editor window is useful for editing scrollable text fields. In an Editor window you can review, enter or update the entire contents of a text field.
Changing Your Password
Go to (M) Edit, select Preferences and select Change Password. Enter the Password you used to sign on to this task in the Old Password
field. Enter New Password in the New Password field and Re-enter New Password in the Re-enter New Password field and select (B) OK.
Query Find a user friendly Search method. The Query Find uses a special form to enter search criteria. This form provides lists of values, drop-down
boxes and alternative tabs for entry. To run the query, simply click the Find button located on the form.
Query by Example a more complex search, allowing the entry form to be used to specify the search criteria. When using the Query by Example
method, the search criteria is case sensitive. In addition the entry form must be placed in Query mode. Note: Enter Partial Category with Wild Card "%"
as the prefix and/or suffix in the Find field to help expedite the search.
There are two wildcard characters '%'and '-'. '%'- Represents any character or group of characters. ' - ' - Represents any single character.
The wildcards can be placed multiple times within the search criteria.
Query Count displays the number of records you query using Query-By-Example
Run Options The run options for a report are specified in the At these Times... region. Within this region a report can be set to run on a
regular basis. The default run option is "As Soon as Possible". To set other options, click the Schedule button to open the Schedule window.
On the Schedule window, reports may be scheduled to run Periodically . With this option, a report can be set to run every few days. For
example, on a daily basis management should review the Budget Funds Available report. Using the periodic option, this report may be
scheduled to run each night so it is on the printer each morning. Reports may also be scheduled to run On Specific Days. With this option a
report may be scheduled to run on a specific day each week or each month.
Print Options The Upon Completion options region is used to specify the printer, print style, number of copies to print, and whether to
save the output as well as whom to notify upon completion. Reviewing the report online prior to printing will prevent printing the wrong
data to hardcopy. Use the Notify the Following People region to select the names of people that need to know when the report is completed.
If your printer is not already indicated in the Printer field, select it from the List of Values. Also indicate the number of copies to print.
Remember that it is best to review a report on-line prior to printing the report. Set the number of copies to zero. In most cases, the Print Style
indicated is set at the report level. Do not change the default print style for a report.
View a Request in the Request form The Request form is automatically displayed when a request is submitted. It displays the progress phase, access
to the on-line report, and details about the report. This form can also be used to cancel or place a request on hold.
Use a Request Window The Request window is automatically displayed when a request is submitted. It displays the progress phase, access to the online report, and details about the report. This form can also be used to cancel or place a request on hold.
Hold a Request Requests that are not started running can change the status. When you go for Holding Request the request is holed and you can only
run by removing the hold status.
Cancel a Request You can cancel only those reports which have status as pending or running. Once the Request is cancelled the status changes to
Terminating or Terminated.
Steps to Cancel a Request
Select the report name 'Transaction Detail Report' from LOV. Enter the required parameters and select (B) OK.
The fields in the Attachments window are Sequence (Seq), Category , Description, Data Type , May Be Changed , and the Document Block .
Sequence (Seq): The Sequence field is used to number the attachments that are created .
Category: The Category field indicates who will be able to see the attachment and where it will print.
Data Types: The Data Type field is used to identify the type of attachment.
View the Attachment window An attachment is a useful tool that provides the ability to connect additional information and files to transactions
created within the Oracle Financial modules.
Select the (I) Attachment which is in the Tool Bar and review the details of the attachment window.
Create an Attachment An attachment is a useful tool that provides the ability to connect additional information and files to transactions created within
the Oracle Financial modules. You can attach a document to any record for which attachments are enabled.
Note: If the Attachment icon is not enabled, save the transaction. This should allow you to create an attachment to the new transaction.
Use the List of Values in the Category field to select who should see the attachment and then enter a freeform description in the Description
field to identify the attachment.
Use the List of Values in the Data Type field to select the Short Text or Long Text option.
OR
Attaching a File:
Select the file to attach in the Choose File window and select (B) Open. This will automatically return you to the File Upload Form window.
Select (B) OK when the file name is displayed on the File Upload Form window.
Close the File Upload Form window after the 'File upload completed successfully' or 'File did not upload successfully' message is displayed.
This will return you to the Attachment window.
Answer the decision message, 'Has the file been uploaded successfully?' based on the message displayed in the previous step.
Delete an Attachment An attachment is a useful tool that provides the ability to connect additional information and files to transactions created within
the Oracle Financial modules. 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.
Select (M) Edit > Delete or select (I) Delete on the toolbar.