Oracle 11i Tutorial Library

Solbourne's EDGE, e-Learning and Documentation to Gain Effectivenes, uses the Internet to
deliver Oracle 11i end-user training. Leveraging our hands-on implementation knowledge
and industry experience, gained from over 200 successful client implementation and
upgrade projects, our library of self-paced tutorials is the most comprehensive and flexible
solution available.

EDGE is convenient, customizable and cost-effective. To see samples of our courseware, find
out about the courses in development, learn about the customization process, discuss time-
lines for delivery, or discover how our ROI calculator can help you determine just how much
money EDGE can save your organization, please contact Joe Kuntner at 800.752.9721 or email
jkuntner@solbourne.com.

Solbourne provides Navigation Page 2

Oracle-based enterprise
solutions to Government Financials: Cash Management, General Ledger, Assets, ADI, Web Page 2-3
organizations and Fortune
ADI, Self Service Time and Expenses

2000 companies.
Distribution: Inventory, Purchasing, iSupplier, Sourcing, Page 4-5
iProcurement, Order Management

Projects and Grants: Project Costing, Project Billing, Project Page 5-6
Contracts, Grants

HRMS: Standard Benefits, Advanced Benefits, Human Resources, Page 6-9

iLearning, iRecruitment, Employee Self Service, Manager Self
Service, Labor Distribution, Oracle Training Administration, Payroll,
HR Recruiting

Technical: Discoverer Administration, Discoverer User Web Page 9

Version, System Administration, Oracle Support

Manufacturing: Advanced Planning and Scheduling, Bills of Page 10

Material, Cost Management, Engineering, Material Requirements
Planning, Quality, Work in Process

Customer Relationship Management: Incentive Page 11

Compensation, Install Base, iSupport, Service Contracts, Service
Requests

1790 38th Street, Suite 300

Boulder, Colorado 80301
800.752.9721
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 Navigation
Navigation The List of Values in 11i
Navigation Overview Search for Data
Log Into Oracle for the First Time Create and Use Folders
Log Into the Oracle 11i System Place Documents on the Navigator
The Oracle 11i Home Page - Framework Switch Responsibility
The Oracle 11i Main Menu - Personal Home Page Mode Change Your Password
Navigator Functions Set User Printer and Copy Settings
Toolbar, Menus, and Hot Keys Log Off of Oracle 11i
The Oracle Help Menu

Financials: Receivables, Payables

Receivables Payables
Receivables Overview Payables Overview
Create Customers Enter Suppliers
Modify a Customer Record Enter Basic Invoices
Add an Address Enter a Credit Memo
"This was our first venture Define a Customer Relationship Enter a Debit Memo
Define a Collector Validate Documents
into e-learning and the Create Profile Classes Match a Credit Memo to an Invoice
Create a Transaction (Invoice) Match a Credit Memo to a Purchase Order
response from our users Match an Invoice to a Purchase Order
Adjust a Customer Transaction
has been a WOW." Create Recurring Invoices Match Invoices to Receipts
Print Invoices Enter a QuickPayment
Create a Credit Invoice-Level Enter a Payment Batch
Create a Credit Invoice-Line Level Modify or Cancel a Payment Batch
Tom Sims
Create an On-Account Credit Enter Payment Batch Sets
Senior Vice President Create a Cash Receipt Enter a Manual Payment
Human Resources Create a Miscellaneous Receipt Void a Payment
Create Unapplied Receipts Run an AP Standard Report
Graebel Companies, Inc. Enter Prepayments
Reapply a Receipt
Reverse a Receipt Pay a Prepayment
Transfer a Receipt to Another Customer Apply Prepayments
Review Customer Account Balances Apply Invoice Holds
Record Customer Calls Release Invoice Holds
Review Calls (Scheduler) Define an Expense Report Template
Run AutoInvoice Enter a Basic Expense Report
Run Transaction Register Enter a Refund
Run Billing and Receipt History Report Enter a Special Calendar
Run Aging Report Transfer AP to GL
Accounts Receivable Dunning Run the Payables Accounting Process
Inquiry-Receipts Summary Run the Invoice Validation Process
Inquiry-Collections Summary Supplier Merge
Inquiry-Transactions Summary Payables Month-End Close
Print Statements Transfer AP to GL
Open and Close Accounting Periods Run the MASS ADDITIONS CREATE Process
Accounts Receivable Statements Run the AP Trial Balance Report
Define Approval Limits Run the Posted Invoice Register Report
Transfer AR to the GL Run the POSTED PAYMENT REGISTER Report
Receivables Month-End Close Run the INVOICE AGING Report
Import Transactions Balance Accounts Payable
Transfer AR to the GL Post Accounts Payable to the General Ledger
Post AR in the GL Inquire on Account Balances
Run AGING Reports Reconcile AP to GL
Run the AR RECONCILIATION REPORT Close and Open Accounts Payable Periods
Run a TRANSACTION REGISTER
Run a RECEIPT REGISTER
Run an ADJUSTMENT REGISTER
Reconcile Receivables Activity
Inquire on Account Balances
Reconcile Receivables to the General Ledger
Open and Close AR Accounting Periods
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Douglas County Schools
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Financials, Continued: Cash Management, General Ledger, Assets, ADI, Web ADI,
Self Service Time and Expenses
Cash Management Assets
Cash Management Overview Fixed Assets Overview
Load Bank Statement Open Interface Prepare Mass Additions
Import Bank Statements Post Mass Additions
AutoReconcile Bank Statements Delete Mass Additions
Enter Bank Statements Manually Adjust Mass Additions
Manually Clear an AP Check Merge Mass Additions
Manually Reconcile a Bank Statement Split Mass Additions
Manually Reconcile and Clear a Bank Statement Reclassify and Transfer One Asset
Create Miscellaneous Transactions Retire an Asset
Create Receipts and Payments Mass Retirements
Create Cash Forecast Templates Run a Mass Change
Generate Cash Forecasts from Templates Run a Mass Reclassification
Run Transaction Available for Reconciliation Run a Mass Transfer
Cash Management Inquiry Copy an Initial Corp Book to Tax Book
Tax - Periodic Mass Copy
General Ledger Run ACE Depreciation Comparison Report
General Ledger Overview Leases - Create Lease Details
Enter a Standard Journal Asset Insurance - Enter Insurance Policy Details
Asset Maintenance - Schedule Maintenance Events
Post Journals
Asset Maintenance - Update Maintenance Details
Post Journals from the Journals Form
Asset Maintenance - Purge Maintenance Schedule
Reverse a Journal
Run Depreciation
Import a Journal
Run Reports
Define a Skeleton Recurring Journal
Define a Standard Recurring Journal Assets Month-End Close
Define a Formula Recurring Journal Run Depreciation
Create Journal Entries
Generate a Recurring Journal
Define Mass Allocation Journals Post Asset Journal Entries in the General Ledger
Generate Mass Allocation Journals Run a COST SUMMARY REPORT
Inquire on Account Balances
Account Inquiry
Journal Inquiry Reconcile Assets to the General Ledger
Submit a Standard Report
Export Reports from Oracle to Excel ADI
Submit and FSG Report Enter and Upload a Journal Using ADI
Submit an FSG Through Standard Report Submission Running a Report through ADI
Define an FSG Row Set Publish a Report from ADI to BIS
Define an FSG Column Set Enter Budgets through ADI
Define an FSG Row Order Create a New Column and Row Set via ADI
Define and Submit an FSG Report Modify Existing Column and Row Sets via ADI
Define an FSG Content Set Define Additional Segment Values with ADI
Define an FSG Report Set Submit and Publish an FSG using ADI
Submit an FSG Report Set Create a Custom Theme
Define and Submit a Standard Request Set
Define a Value Set
Define an Accounting Flexfield Structure Web ADI
Define Accounting Flexfield Segment Values Enter and Upload Journals
Define Account Combinations Define a Layout
Define Shorthand Aliases Create a Document Shortcut
Recompile Flexfields
Define Accounting Flexfield Security Rules
Define Accounting Flexfield Cross-Validation Rules
Execute a Segment Value Inheritance Self Service Time and Expenses
Define an Accounting Period Type Create a Timecard
Define an Accounting Calendar Add or Edit Timecard Data
Define a Set of Books Submit a Timecard
Open and Close Accounting Periods View Timecard History
Define a Budget Update User Preferences
Define a Budget Organization Create and Submit an Expense Report
Enter Budget Amounts View Projects and Tasks
Enter Budget Journals View Notifications
Maintain Budget Organizations Approve or Reject a Timecard or Expense Report
Transfer Budget Amounts
Closing Journals Income Statement
3

"Solbourne's e-learning
training materials provide
our end-users with a
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Tammie Berghuis
IT Director of
Implementation Services
Valspar Corp.
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Distribution: Inventory, Purchasing, iSupplier, Sourcing
Inventory Purchasing: Continued
Inventory Overview Set Purchase Order and Requisition Preferences
Define Items using an Item Template AutoCreate a PO from a Requisition
View Item Attributes Enter a Blanket Purchase Order
Set Up a New Freight Carrier Copy Purchase Orders
Define a Subinventory Forward Documents
Update Calendar View and Respond to Purchasing Notifications
Create an Account Alias Receipt or Issue Review Buyer Workload
Create a Miscellaneous Receipt Assign Requisition Lines
Perform a Miscellaneous Issue Create an Approved Supplier List
View Material Transactions Define Sourcing Rules
Generate Move Orders Assign Sourcing Rules
Allocate and Transact Move Orders Release a Blanket Purchase Order
Run the Move Order Pick Slip Report Standard Receiving
Define Account Aliases Unordered Receipts
View On Hand Quantities for Items Receiving Corrections
Define ABC Classes Return to Supplier
Define ABC Compile Enter a Quotation
Define an ABC Assignment Group and Assign Items Enter RFQs
Update ABC Item Assignments RFQ to Quotation to PO Process
Define Planners Cancel an Entire Purchase Order
Define Cycle Count Cancel a Purchase Order Line
Generate Cycle Count Requests Cancel a PO Shipment
Enter Cycle Counts Purchase Order Inquiries
Perform Cycle Count Adjustments and Approvals Supplier Merge
Perform a Subinventory Transfer View Action History
Set Up Min-Max Planning Requisition Inquiry
Execute or Report Min-Max Planning Purchasing Reports
Receiving - Receive Items Without Quality Run the ReqExpress Template Listing Report
Receiving - Inspection Transaction Without Quality Blanket AutoSourcing Releases
Receiving - Delivery Transaction Without Quality Purchasing Month-End Close
Return an Inventory Item to a Supplier Run RECEIVING VALUE REPORT BY DEST ACCOUNT
View the Supply and Demand Run the RECEIVING VALUE REPORT
Define the Physical Inventory Run the INVOICE PRICE VARIANCE REPORT
Execute the Physical Inventory Run the ACCRUAL REBUILD RECON REPORT
Inventory Month-End Close Import the Accrual Rebuild Recon into GL
Check for Pending Transactions Post Purchasing in the General Ledger
MATERIAL ACCOUNT DISTRIBUTION REPORT Inquire on Account Balances
RECEIVING ACCOUNT DISTRIBUTION Report Reconcile Purchasing to General Ledger
Transfer Inventory Transactions to the GL Close and Open Purchasing Periods
Import Inventory Transactions into General Ledger
Post Inventory in the General Ledger iSupplier
Inquire on Account Balances
Invite Supplier User
Reconcile Inventory to General Ledger
Invited Supplier User Registration
Open and Close Inventory Periods
Register a Supplier User
Approve or Reject a Supplier User
Purchasing Manage Supplier Profiles
Purchasing Overview Manage Supplier User Profiles
Set Up a New Job External User Views
Set Up an Approval Group
Set Up an Employee as a Buyer
Sourcing
Define Items Using an Item Template
Invite Supplier to Register
Enter Suppliers
Approve/Reject Supplier Users
View Suppliers
Register a Supplier User
Requisition an Inventory Item
Create an RFQ
Enter an Expense Requisition
View Open RFQs
Enter an Asset Requisition
Award Business
Enter a Requisition Using the Supplier Item
Supplier Response to Registration Information
Catalog
Supplier Quotation
ReqExpress - Using Requisition Templates
Create a Sourcing Document from a Requisition
Enter a Standard Purchase Order
Manage Draft RFQs
Enter a PO Using the Supplier Item Catalog
4

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Finance Director
City of Salem
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Distribution, Continued: iProcurement, Order Management
iProcurement
Set User Profiles
Find Items in iProcurement
Create Requisition using Step by Step Checkout
Create a Requisition Using Express Checkout
Create a Requisition Using Power Checkout
Create a Non-Catalog Requisition
Save the Contents of a Shopping Cart
Open a Saved Shopping Cart
Copy a Requisition
Cancel a Requisition
Withdraw and Change a Requisition
Find Items to Receive
Receive, Correct, and Return Items
Check Requisition Status
Approve Notifications
Reassign Notification Approvals
Create and Use Information Templates
Define a Realm
Create, Rename, and Delete Catalog Categories
Create, Rename, and Delete Category Descriptors
Create a Public Shopping List
Order Management
Order Management Overview
Create a Standard Customer
Create a Customer Item
Projects and Grants: Project Costing, Project Billing
Project Costing
Project Costing Overview
Create a Project
Assign Key Members
Assign Classifications
Assign Transaction Controls
Assign a Resource List
Assign Organization Override
Assign Cross Charge (Multinational) Option
Create a Project Work Breakdown Structure
Create a Cost Budget - No Time Phasing
Create a Cost Budget - Date Range
Create a Cost Budget - Time-Phased
Modify the Cost Budget for a Project
View the Cost Budget History for a Project
Cost Project Transactions
Create Allocations
Update Project Status Amounts
Review Project Status Details
Enter Pre-Approved Batches
Define and Assign a Project-Related Asset
Capitalize a Project-Related Asset
Project Billing
Project Billing Overview
Create Customer Agreements
Assign Agreement Funding
Assign Customer and Contact Options
Create a Revenue Budget - No Time Phasing
Create a Revenue Budget - Date Range
Create a Revenue Budget - Time-Phased
Create Events
5
Order Management: Continued
Create a Customer Item Cross Reference
Create a Price List
Add Items to a Price List
Copy Items to a New Price List
Adjust a Price List
Create and Maintain Volume Discounts
Create a Sales Order
Create a Sales Order for a Customer Item
Release a Sales Order
Grant Shipping Roles to Users
Ship Confirm an Order
Enter an RMA
Copy Orders
View Order Details
Cancel a Sales Order
Cancel a Sales Order Line
Set Up New Holds
Place Orders on Hold
Release Sales Order Holds
Place an Order Line on Hold
Release an Order Line Hold
Create a Credit Check Rule
Assign Credit Check Rules to Transaction Types
Place a Credit Hold on a Customer
Release a Credit Hold on a Customer
Project Billing: Continued
Generate Draft Revenue for a Range of Projects
Generate Draft Revenue for a Single Project
Generate Draft Invoices for a Range of Projects
Generate Draft Invoices for a Single Project
Invoice Review
Revenue Review
Review Project Funding
Interface Revenue to General Ledger
Tieback Revenue from General Ledger
Interface Invoices to Receivables
Tieback Invoices from Receivables
Update Billing Information
Tieback Revenue from General Ledger
Update Standard Billing Schedule
Projects Month-End Close
Transfer Projects from Payables to Projects
Import Time Transactions into Projects
Submit Interface Streamline Processes
Import Inventory Transactions into Projects
Enter Contributed Labor Batches for a Project
Enter Fleet Usage Batches for a Project
Create and Distribute Burden Transactions
Submit Interface Streamline Processes
Update Project Status Amounts
Capitalize a Project-Related Asset
Locate Unprocessed Transactions
Run the PROJECT SUBLEDGER SUMMARY Report
Run the PROJ SUBLED DETAIL- EXPND TYPE Report
Run the PROJ SUBLED DETAIL BY PROJECT Report
Run the EXPENDITURES DETAIL Report
Run the COST AUDIT Report
Open and Close Projects Periods
 Projects and Grants, Continued: Project Contracts, Grants
Project Contracts Project Contracts: Continued
Create a Contract Template Add a Product Line
Create a Request for Proposal Initiate a Requisition
Create a Contract Proposal View a Deliverable
Create a Contract Split a Deliverable
Use the Features of the Contract Organizer Define a Dependency
Submit a Contract for Approval Run Project Contract Requests
Change the Status of a Contract Review Notifications
Enter a Contract Change Request
Review or Update a Change Request Grants
Relate Documents Create an Award Template
View Related Documents Create an Award
Define a Program Create an Award Installment
Create a Funding Pool Create a Sponsored Project
Fund a Contract Fund a Sponsored Project
Apply a Contract Hold Create an Award Budget
Remove a Contract Hold Change Budgetary Control Settings
Solbourne: Oracle View Contract Holds Generate a Draft Invoice for a Single Award
Define a Contract Group Generate Draft Revenue for a Single Award
Applications Partner of Assign a Contract to a Contract Group Perform a Budget Funds Check
the Year, Western Region Assign a Security Role Review Award Information
View Security Assignments

A decade of experience, HRMS: Standard Benefits, Advanced Benefits, Human Resources

with over 200 successful Standard Benefits Advanced Benefits: Continued
implementation and Define Derived Factors Define Elements
Define Participant Eligibility Open Element Link
upgrade projects, and over Define Dependent Eligibility Define Imputed Income Elements
Program Plan Years Define Life Event Reasons and Triggers
30 R11i references. Define Benefit Plan Types Create a Life Event
Define Options Back Out of a Life Event
Define Benefit Plans Process a Life Event (Benefit and Pension Plans)
Define Benefit Programs Close a Life Event
Define Benefit Program Enrollment Requirements Non-Flex Enrollment
Define Plan Enrollment Requirements Override Enrollment Coverages or Rates
Define Variable Rate Activity Profiles Define Plan Reimbursements
Define Standard Rates
Define Elements Human Resources
Open Element Link Human Resources Overview
Define Imputed Income Elements Define a New Location
Define Life Event Reasons and Triggers Define a new Organization
Non-Flex Enrollment Set Up Grade Information
Override Enrollment Coverages or Rates Define a New Job Group
Define a New Job
Advanced Benefits Define a New Position
Define Derived Factors Define an Assignment Status
Define Participant Eligibility Define a New Collective Agreement
Define Dependent Eligibility Enter a New Employee Record - header
Program Plan Years Enter a New Employee Record - Address
Define Benefit Plan Types Enter a New Employee Record - Assignment
Define Options Enter a New Employee Record - Salary
Define Benefit Plans Enter a New Employee Record - Benefits
Define Benefit Programs Enter a New Employee Record - Other Information
Define Benefit Program Enrollment Requirements Enter a New Employee Record - Special Information
Change Employee Master Data - Alter Effective Date
Define Variable Rate Activity Profiles
Define Standard Rates View Date Track History
Define Benefit Pool Adjust an Employee’s Salary
Define Flex Credits Terminate an Employee
Coverage Calculations Reverse a Termination

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progress up to 50% faster
than traditional courses.”
Jennifer Salopek
Training & Development
Magazine
HRMS, Continued: iLearning, iRecruitment
iLearning iLearning: Continued
iLearning Overview Competency Management
Oracle iLearning Overview Competency Management Overview
Log into Oracle iLearning as an Administrator Create an Expertise Scale
Create a Competency
Set Up Users Define a Job Role
Users Overview Associate a Competency to a Course
Create an Organization Associate a Competency to a User
Set Up a New User View Your Competency Profile
Create a User Group Perform a Job Role Analysis
Add a Configurable Attribute
Assign a Configurable Attribute to a User Use iLearning
View a Complete List of Users Using iLearning Overview
Add a User to a Manager Log Into iLearning as a User
Create a Role Search the Catalog and Enroll in a Course
Grant Permissions to Users Play Content in iLearning
Grant Permissions to Specific iLearning Objects Use the Calendar in iLearning
Review Permissions Granted to Users Add a New Topic and Message to a Forum
Import Multiple Users in iLearning Participate in a Chat
Change Your Profile Settings
Set Up Content Structure
Content Structure Overview Completion Tracking
Create and Offer a Course with Multiple Content Items Completion Tracking Overview
Enter and Offer a Single Content Item Review a User’s Offering List
Upload Content to the Oracle iLearning Server Update a User’s Completion Status
Set Enrollment Conditions Review Certification History as an Administrator
Create a Certified Offering Review Certification History as a User
Move Content in the Content Tree Review Your Transcript
Copy Content Run Reports in iLearning
Add by Reference
Delete a Content Object from the Content Tree Configure iLearning
Define an Enrollment Prerequisite Configuring iLearning Overview
Define a Player Prerequisite Create a Custom Theme
Create a Test Bank Manage Site Features
Create a Test Enable or Disable Self-Registration in iLearning
Create a Quick Test Establish the Default Site Enrollment Settings
Manage Categories
SCORM Create an Announcement in iLearning
SCORM Overview View and Delete Files on the Content Server
Import a SCORM Course to iLearning Set Password Options
Update a Single File in a SCORM Course
iRecruitment
Other Setup Create a Default Job Posting
Other Setup Options Overview Define Recruiting Sites
Create a Scheduled Event Create a Job Posting
Add a Resource Type Create an Employee Account
Add a Resource Search for a Job in iRecruitment
Book a Resource for an Offering Apply for a Job
Create a Bundle View Jobs Applied For
Create an Order and Attach a Bundle Withdraw an Application
Create a Learning Credit Order Register for iRecruitment
Add a User to an Order - Administrator Search for Candidates
Add a User to an Order - User Pursue, Reject, or Consider a Candidate for a Job
Create a Forum Refer a Candidate
Create an Open Chat Search for Applicants for a Vacancy
Manage Site Events Search for Applicants with Required Skills
Export a Test Perform a Background Search
Import a Test

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"Solbourne customized
its solution to meet our
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Head of VIP Training and
Change Management
First Data Corp
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HRMS, Continued: Employee Self Service, Manager Self Service, Labor
Distribution, Oracle Training Administration
Employee Self Service Manager Self Service: Continued
Personal Information - Update an Address Special Information Types
Personal Information - Add a Contact Competency Profile
Personal Information - Add Basic Details Candidate Offers
Add Qualifications Company Property
Add an Award OSHA Incident
Add a Resume Stock Options
Change Benefit Options
Employee Views Labor Distribution
Review Salary History View and Define System Profile Values
View Online Payslip Define a Descriptive Flexfield
Change Your Online Tax Form - W4 Define a Value Set
Enroll in a Class Define a Descriptive Flexfield Segment
Cancel Enrollment in a Class Create an Element
Manage Payroll Payments Define Additional Element Type Details
Enter External Training Define a Value
Process Saved Actions Set Up a Suspense Account
Release Employee Information Set Up an Organization Default Account
Leave of Absence Define an Organization Default Labor Schedule
Apply for a Job Define Elements Imported
Create a Self Appraisal Schedule Define Global Element Override
Review Employee W2 Define Element Groups
Events and Bookings Define Payroll Sources
Manage Employee Reviews Define a Clearing Account
Charitable Contributions Define an Effort Report Period
Define Contribution Plan Enrollment Include an Element in an Effort Report
Set Work Preferences Define Text Messages for Effort Reports
Create a Competence Profile
Define Encumbrance Payroll and Assignment Selection
Special Information Types Set the Default Encumbrance End Date
Define Encumbrance Earning Elements
Manager Self Service Define Creation Options for General Ledger
Personal Information - Address Set Up Auto-Population Segments
Personal Information - Basic Details Set Up the Lookup Table
Personal Information - Add a Contact Set Up the Expenditure Type Bypass Table
Education and Qualifications Define Begin Date Auto-Fill Parameters
Add an Award Define End Date Auto-Fill Parameters
Add a Resume Define Schedule Hierarchy and Lines
Manager Views Create Notification Users
Set Employee Work Preferences Define Expenditure Type Auto-Population Rules
Change Hours Define Natural Account Auto-Population Rules
Change Salary
Change Job Oracle Training Administration (OTA)
Change Manager Define Resources
Change Cost Center, Location, and Manager Create Activities
Employee Status Change Copy an Activity
Manager Actions Schedule an Event
Release Employee Information for Transfer Add One-Time Events
Terminate an Employee Book Resources for a Scheduled Event
Leave of Absence View Booked Resources
Transfer an Employee Search for Events
Individual Compensation Distributions Change Status from Planned to Normal
Change Benefits Cancel an Event
Appraisals Define Programs
Organization Manager Enroll Students in a Class
Suitability Matching Cancel Enrollment in a Class
Succession Planning View Training Records
Training Increase Maximum Attendance
Enter External Training Generate Letters
Events and Bookings Generate a Registration Report
Employee Review Generate an Attendance Sign-In Sheet
New Hire Record Attendance
Applicant Hire Enter an External Training Record
8

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Operations Services
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HRMS, Continued: Payroll, HR Recruiting
Payroll Payroll: Continued
Define a Payment Method Run the RETROPAY Process
Define a Salary Basis Run the COSTING and GL TRANSFER Processes
Create a Payroll Run the PAYROLL REGISTER REPORT
Map Payroll to General Ledger Run the PAYROLL ACTIVITY REPORT
Define an Earning Element Run the US GROSS TO NET Report
Define a Deduction Element Run the GRE Totals Report
Define an Element Link Run the FED AND STATE TAX REMITTANCE REPORT
Define a Tax Classification Run the QUARTERLY TAX RETURN WORKSHEET
Enter Elements Using Batch Element Entry Run the LOCAL TAX REMIT REPORT MANAGER
Generate a QuickPay Run the COSTING SUMMARY REPORT
Generate Prepayments for a QuickPay Run the INVALID ADDRESS REPORT (US)
Correct QuickPay Results - Rollback Run the UNCCEPTABLE TAX BALANCE REPORT
Correct QuickPay Results - Retry Run the OVER LIMIT REPORT
Define an Assignment Set Run the STATE QUARTERLY WAGE LISTING
Run the PAYROLL PROCESS Run the YEAR END PRE-PROCESS
Run the PREPAYMENTS
Run the CHECK WRITER Process HR Recruiting
Run the NACHA Process Submit a Vacancy Requisition
Run the DEPOSIT ADVICE Process Define Recruitment Activity
View Payroll Results Applicant Quick Entry
View and Employee’s Statement of Earnings Enter Applicants
Correct or Adjust a Payroll - Retries Schedule Interviews
Correct or Adjust a Payroll - Reversal Mass Update of Applicants
Correct or Adjust a Payroll - Rollback Convert Applicant to Employee
Define a Consolidation Set Terminate an Applicant
Create a RetroPay Set
Technical: Discoverer Administration, Discoverer User Web Version, System
Administration, Oracle Support
Discoverer Administration System Administration
Create a New EUL Account Define a New User
Delete an EUL Account Add a Responsibility to an Existing User ID
Create a Business Area Create a Custom Menu
Define a Request Group
Discoverer User Web Version Define a Responsibility
Create a New Worksheet View Form Functions
Add a Page Detail Item Submit the Purge Concurrent Request and/or
Create a Calculation Manager Data Program
Create a Condition Use the Requests Window
Set an Advanced Condition Define and Submit a Request Set
Create a Sort Define a Concurrent Manager
Create a Total Control Concurrent Managers
Define Print Styles
Create a Percentage Column
Create a Graph Define Printer Drivers
Change Table Layout to Crosstab Define Printer Types
Add an Item Register a Printer
Share a Workbook Set Profile Options
Open a Shared Workbook Monitor Users
Print a Workbook SIGNON AUDIT Reports
Export to Excel Administer Folders
Export to Excel Using Export Wizard Register the Executable for a Custom Program
Create a Concurrent Program
Oracle Support
Register for Metalink
Log a TAR
9

Solbourne’s library of
documentation and
e-learning content contains
over 1000 tutorials on Oracle
Applications.
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Manufacturing: Advanced Planning and Scheduling, Bills of Material, Cost Management,
Engineering, Material Requirements Planning, Quality, Work i n Process
Advanced Planning and Scheduling Material Requirements Planning (MRP)
Perform a Data Collection MRP Overview
Create an Event Enter a Forecast and Forecast Set
Define a Demand Plan Enter and Load a Master Demand Schedule
Demand Planning Cycle Enter and Run MRP
Create and Use Reports Use Planner Workbench - View MRP Output
Generate Forecasts Use Planner Workbench - Implement MRP
Create Worksheets Recommendations
Submit Scenario Measures
Submit the Consensus Forecast Quality
Upload Consensus Forecast to Planning Server Quality Overview
Upload Scenarios to Planning Server Define Collection Elements
Define Collection Element Values
Bills of Material Define Coll Element Specification Limits
BOM Overview Define Collection Element Actions
Define a Resource Define Specifications
Define Departments Define a Receiving Collection Plan
Define a WIP Collection Plan
Define Standard Operations
Define a Routing Receiving - Enter Quality Results through Quality
Define a Bill of Material Receiving - Enter Quality Results through Purchasing
Lead Time Rollup Update Quality Results
Copy Bills of Material Perform an Inquiry on Quality Results
Define Common Bills of Material Run a Quality Results Report
Create a Report with Results Report Writer
Cost Management Create a Pareto Chart
Cost Management Overview
Enter an Item’s Cost Information Work in Process (WIP)
Update an Item’s Cost Information WIP Overview
Run an ASSEMBLY COST ROLLUP Process Create a Discrete Job
Run the UPDATE STANDARD COSTS Process Create a WIP Material Transaction Component
Issue
Average Costing Perform a Move Transaction
Update an Item’s Average Cost Perform a WIP Completion Transaction
Transfer Invoice Price Variances Perform Scrap Transactions
View Cost History for Average Costing Charge Manual Resources
Update Material Requirements
FIFO/LIFO Costing Perform Work Order-less Completions
Update Item Layer Cost
View Cost History for FIFO or LIFO Costing
View Material Transaction Layer Cost
Engineering
Engineering Overview
Create an Engineering Change Order (ECO)
Define an ECO Revision
Define an ECO Revision Item
Implement an ECO
Reschedule an ECO
Cancel an ECO
Perform an Engineering Mass Change
Transfer an Item, BOM, or Routing to Manufacturing
10
 Customer Relationship Management: Incentive Compensation, Install Base,
iSupport, Service Contracts, Service Requests

Incentive Compensation Service Contracts

Create a Sales Role Define a New Contract Group
Import Resources Enter a New Contract
Define Salespeople Assign Contract Groups
Define Calculation Expression Performance Contract Approval
Measures Copy an Existing Contract to a New Contract
Define Rate Tables and Dimensions Update a Contract
Create Formulas Extend a Contract
Define a Revenue Class Change the Status of a Service Contract
Define Plan Elements Renew a Contract
Define a Compensation Plan Create an Invoice or Credit on a Contract
Define a Pay Group Execution
Define a Payment Plan Set Up Coverage Templates
Assign a Payment Plan to a Salesperson Set Up a Serviceable Inventory Item
Define a Hierarchy Set Up a Service Coverage Item
To learn more about Define Classification Rules Set Up a Usage Item and Add to Counter Group
Assign Roles to Compensation Plans Terminate a Contract
Solbourne, please contact Customize Compensation Plans
Collect and Load Transactions Service Requests
Joe Kuntner at Maintain Transactions Create a Service Request
800-752-9721 or email Calculate Compensation Copy a Service Request
Payment Processing Create Notes in a Service Request
jkuntner@solbourne.com Create a Task in a Service Request
Install Base Create a Task Using the Task Template
Manually Define Customer Products Update a Task in a Service Request
Save Search Functionality - Advanced Search Record a Contact for a Service Request
View or Update Customer Products Escalate a Service Request
View Customer Product Details Escalate a Service Request Task
View Configuration Create an RMA from a Service Request
Search Transactions Link Related Documents to a Service Request
Copy a Product Send a Copy of a Service Request Using Fulfillment
Create Systems Send a Message in a Service Request
Search Systems View Service Request Audit History
Installed Base Reports Charge a Customer for Repair-Related Labor Materials
Download Information Return Repaired Product to a Customer
Update Profile Settings Verify Product Coverage Information
View Message History
iSupport View and Respond to Messages
Register as an iSupport User Launch a Workflow
Change Your Home Page Content Abort a Workflow
Change Your Home Page Display View Service History
Add Products to the Install Base
Create a Service Request
View Existing Service Requests
Escalate Service Request Status
Close Service Requests
View Product Information
Search the iSupport Knowledge Base
Change Your Profile Information
Change Your Password

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