Introduction To Oracle R12 Application Training Manual

Introduction to Oracle R12 Application Training Manual OracleApps88
Table of Contents
Introduction to ERP..................................................................................................................................... 2
R12.x Oracle E-Business Suite Essentials for Implementers.................................................................. 5
Overview of Oracle Applications .......................................................................................................... 5
Logging In to Oracle Applications ........................................................................................................ 6
Logging In to Forms-Based Interface .................................................................................................... 7
Creating Favorites.................................................................................................................................. 13
Switch Responsibility ............................................................................................................................ 16
Creating, Saving, Searching, Editing, and Deleting a Record ......................................................... 19
Running Reports and Programs .......................................................................................................... 33
Reviewing the Help Menu Item .......................................................................................................... 54
Navigating in Self-Service Applications............................................................................................. 58
Creating New records on Oracle Applications ................................................................................. 61
Creating new record in self service pages: ......................................................................................... 76
Creating new record in oracle SCM, Create an item ........................................................................ 85
Creating Value Sets................................................................................................................................ 95
Creating a Structure for a Key Flexfield and Adding Value Sets ................................................... 97
Defining a Descriptive Flexfield with Context-Sensitive Segment............................................... 108
Creating a New User ........................................................................................................................... 120
Covering Tasks for Multiple Operating Units Without Changing Responsibilities .................. 124
Viewing Approval Process Using Workflow Monitor ................................................................... 133
Creating and Testing a Periodic Alert .............................................................................................. 149
Run a report in a DBI environment ................................................................................................... 159
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Introduction to ERP
Managing and automating the business processes is one of the core errands of any given
enterprise. Conventionally enterprises created their own software packages to manage their
automation needs and the software used to be strict to their own business functions; until the
concept of standard customize-able software came into the market.
The thought was to create a software package that would cater to all kind of businesses and
processes. The software should be customize-able and scale-able enough to make sure any given
enterprise can pick it and tweak it based on their requirements. That thought gave birth to the
ERP. Software, which is created keeping various industries in mind, in order to satisfy the
business needs on a global platform, still being adaptable to support any further extensions
/ customization. But before that, it is essential to understand the requirement of software to
manage the business process. So what all processes are involved in an enterprise that needs
automation / management? To answer this question, let’s take one enterprise as an example.
The example is a small company that deals with textiles. They take cottons from a set of cotton
sellers, who are their vendors. Then they make t-shirts and sell those to the distributors, who are
their customers. To keep track of the money they spend on purchasing the cotton, they maintain
a book, let’s name it Purchasing. Similarly, they have their machinery with which they make t-
shirts, which is their asset and a set of people running them, who are their employees. Similarly,
they have another book maintaining the sales and the Orders from the customer.
If we see, as they have the business to run, they will need software to automate all their books.
The one that should save all the transactions, and should be able to tell the business
management, how much did they spend on what, what is the net profit, how much did they pay
to their employees etc. The more information they have, the better is the grip on their business,
because with the detailed information, they can make budget forecasting, budget management
etc with ease.
To automate the books, some company might give them a software that will be made just for
their business need, which will have different modules, like Purchasing (to track the raw
material cost), Inventory (to manage the entire stocks of materials), Human resource (to enable
them manage their Employees and Ex-employees with automated pay checks and benefits),
Order management (to manage all the orders and deliveries), and finally a General Ledger (to
give them an eye on the entire financials) combined together. This one will be like a jackpot,
everything together. But yes, they will have to pay a lot for it, just because it’s made just for their
business need with their business rules embedded on to it.
So what’s the solution now? Let someone come up with a software package, which will be very
generic in nature, however intelligent enough to be able to be customized based on any business
need and business rule.
We just discussed a software product that is similar to ERP. ERP is very generic software that
can be customized based on any business need. Although the design will be constant, it will still
have handles, so that the enterprises can tweak it, based on their business needs. Again fail
proof, as it’s tested and being used by a lot of other firms with a broad spectrum of industries. It
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will also be capable of Inter-communications of Modules, which solves a lot of the business logic
implementation issues. Another big advantage of ERP is that, it is frangible. The enterprise can
pick modules that they want, club them together and then start using it. They don't have to buy
everything in an ERP. For an example, if someone does not want a Material Management
module, they just wouldn’t buy it. Buy everything else and start using them. Oracle E-Business
suite, PeopleSoft, SAP, Sage, MS Dynamics, JD Edwards, Baan are few big names in the ERP
space today.
History of ERP
It was the early 60s where enterprises made software to handle their
material management needs. Although the software inured to be highly customized, it was used
to handle the Materials and Inventory of the given firm. Later in 70s they came up with
something called MRP (Materials Resource Planning), this was better software that could
manage the Procurement and Inventory with the logic of timeliness. Then in the 80s MRP-II
came. It was just an extension of MRP with the advantage of managing shop floors and
Distribution. Finally they started involving all other functionalities as well, like Finance, Order
management, Human Resource etc, and then the software were named more suitably as ERP.
Oracle in ERP
Oracle has been a big name in the software industry since 1980s. Because of its robust hold on
the database management and Business intelligence sector, it was one of the leading software
industries that time. It started off with Oracle financials as one of its products in 1980s. It was a
software product that was capable of managing the financial ledgers of a firm. That incepted the
role of Oracle in ERP market. Gradually with time, it started adding different other modules to
its ERP sphere. Products like Supply chain management and Human Resource Management
increased its visibility and made it a big name in the ERP market.
It started introducing oracle forms and reports as tools to create and extend GUI for its products,
they named it, Oracle developers 2000; very popularly known as Oracle D2K. D2K brought in a
fantastic GUI and reporting capability to the ERP world, and made the Oracle ERP, one of its
kinds back then. The entire package was then called Oracle E-Business Suite and came with the
first release as Oracle 10i. Eventually, based on the requirements, a lot of modules and sub-
modules are added to the product. Along with that, came in a lot of tools like Oracle Workflow,
AME, XML Publisher. These tools increased the scalability of the entire Product. Oracle released
its E-Business Suite version 11i in the mid of 1990s. It had near about 50 modules and many
more sub-modules. In 2006 Oracle released Release 12, popularly termed as Oracle R12.
While the E-Business Suite track kept on challenging its own brand with wonderful new
features release by release, Oracle never stopped working on the supporting tool. It released the
Oracle Developer suite 6i, which was an advanced and sophisticated version of the D2K. Later
Oracle Developer suite 10g and 11g came up with an amazing product embedded to it. The new
addition were called Oracle Fusion Middleware and Oracle Applications framework. These two
products changed the look and feel of the ERP line of Products. Finally grabbing a strong base in
market, with the acquisitions of PeopleSoft, JDE and sun Microsystems, Oracle was capable of
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synthesizing its ERP line of products into a large-scale emblem. They called it Oracle Fusion
Applications. It was released in late 2010, and still being piloted on a major set of its clients. The
embellishment through innovation continues and so does the chronicle of Oracle E-Business
Suite.
Rest of the Market

E-Biz holds the second largest chunk of market share in this field, followed by SAP. After
the Acquisition of PeopleSoft Inc, Sun and JDE, Oracle is measured to be one of the Prime stake
holders in this market. It’s considered to be the one and only package in market with 360
degrees business support. Looking at the other contenders in Market, SAP has the biggest pie. It
has its own flavors to the segments it serves. Apart from Oracle and SAP, some other notable
names are Bann, PeopleSoft, JDE, Microsoft Dynamics and Sage.
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R12.x Oracle E-Business Suite Essentials for Implementers

Overview of Oracle Applications
Oracle E-Business Suite is the most comprehensive suite of integrated, global business
applications that enable organizations to make better decisions, reduce costs, and increase
performance.
Oracle E-Business Suite (EBS) version 12 is an internet enabled product that can be managed
from a single site. A company can operate a single data center with a single database, similar to
other ERP products. This release was launched in February 2007 and contains a number of
product lines which users can implement for their business. Oracle EBS includes the company’s
enterprise resource planning (ERP) product as well as Human Capital Management, supply
chain management (SCM) and customer relationship management (CRM) applications. Each
application is licensed separately so companies can select the combination that is suitable for
their business processes.
The applications found in the Oracle EBS include:
Oracle CRM
Oracle Financials
Oracle Human Resource Management System (HRMS)
Oracle Logistics
Oracle Supply Chain Applications
Oracle Order Management
Oracle Transportation Management
Oracle Warehouse Management System
Oracle Human Capital Management (HCM)
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Logging In to Oracle Applications

The first step in starting Oracle Applications is to enter the appropriate URL for your site in an
Oracle Applications certified browser. After starting Oracle Applications, the first window you
see is the login window. You need an Oracle Applications username and password to log in to
Oracle Applications. It is different from the username and password you use to log in to your
computer. If you are not sure of your Oracle Applications username and password, consult your
system administrator. Oracle Applications security is based on your Oracle Applications
username. Your username connects you to your responsibilities, which control your access to
applications, functions, reports, and data.
Logging In
1. Open the URL given by the DBA in your browser
2. Use the following information to log in:
 Username: OPERATIONS
 Password: welcome
 Accessibility: None
 (B) Login
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Logging In to Forms-Based Interface

Navigating through responsibilities and menus:
a. On the APPLICATION HOME PAGE, click the Assets, Vision Operations (USA)
responsibility to find the different menus in this responsibility.
b. Click the Financial Information link under Inquiry.
c. This opens the Find Assets form.
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i. Go through the different fields such as Asset Number, Description, Tag, Asset Key,
Book in this form.
ii. On the APPLICATION HOME PAGE, click the Cash Management, Vision Operations
(USA) responsibility.
iii. The different menus under this responsibility can be seen.
iv. Click the Bank Balances link.
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v. This opens a Web page.

vi. Go through the different fields such as Balance Date, Name, Type, Account Number
on this Web page.
vii. Click the link Home at the top right-hand corner to close this Web page.
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5. Closing a form:
a. Open the Cash Management, Vision Operations (USA) responsibility
b. (N) Bank Statements > Bank Statements and Reconciliation
c. The form showing the Reconcile Bank Statement opens.
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d. (M) File > Close Form
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6. Logging out of Oracle Applications:

a. Exit R12 Forms Interface
(M) File > Exit Oracle Applications
b. Log out completely using the Logout link on the APPLICATION HOME PAGE.
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Creating Favorites
Open the URL given by the Instructor in Internet Explorer or Mozilla.
2. Use the following information to log in:
Username: OPERATIONS
Password: welcome
Accessibility: None
(B) Login
Section I: Creating Favorites

3. Enter a function.
a. (B) Personalize (under Favorites)
b. Responsibility: Inventory, Vision Operations (USA)

c. Go
d. Select Receipts.
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e. (B) Add
f. Favorite = XX_Receipts
g. (B) Apply
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Switch Responsibility
Switch responsibilities as follows:
1. Using Menu:
a. (M) File > Switch Responsibility
b. Select the General Ledger, Vision Operations (USA) responsibility.
c. (B) OK
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2. Using Icon:
a. Click the Switch Responsibility icon on the toolbar.
b. Select the Payables, Vision Operations (USA) responsibility.
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c. (B) OK
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Creating, Saving, Searching, Editing, and Deleting a Record

On the APPLICATION HOME PAGE, click the Human Resources, Vision Enterprises
responsibility link.
2. On the menu, click the Description link under Work Structures: Position to open a form.
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3. Create and save a record.

a. Create a record:
 (B) New
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 Enter the following:

Date Effective Name has two fields to be filled (Position Number and Position Name):
Position Number: 123
Position Name: XX
 (B) OK
 Position Type: Single Incumbent (Select from the LOV.)
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 Select the default Permanent check box.

 Organization: Select Vision Operations from the LOV.
 (B) OK
 Jobs: Select ANA400.Analyst from the LOV.
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 (B) OK
 Availability Status: Select Active from the LOV.
 (B) OK
 Location: Choose the default V1 Ship Site A.
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 (T) Hiring Information

 FTE: 1
 Headcount: 1. Choose the default.
b. Save the record:

 (M) File > Save
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4. Search and retrieve a record.

Note: A record can be retrieved or searched for in two ways.
Using shortcuts:
a. Press [F11].
b. Enter the partial value, say 123.XX% in Date Effective Name.
(Note: “%” is a wildcard, which can be used to retrieve the records, which have 123.XX as
part of the record values.)
c. Press simultaneously [Ctrl], [F11].
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Using menu:
a. (M) View > Query By Example > Enter
b. Enter a partial value, say 123.XX%.
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c. (M) View > Query By Example > Run
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Note:
 While using the Menu option to find a record, we cannot use Query By Example >
Run directly. Instead, we have to follow the above steps to enter the search criteria
first and then query as per the given criteria.
 A record can also be retrieved using the Find icon . Then enter the requisite
information to retrieve the record or records.
5. Edit a record.
a. Edit Position Details from 123.XX to 123.1XX
i. Place cursor over Start Date.
ii. Click the Edit Field icon.

iii. On the Calendar screen you get, do not change the date.
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iv. (B) OK
v. On the Position Flexfield screen you get, change the Position Name from XX to 1XX.
vi. (B) OK
vii. (B) Correction
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b. (I) Save
6. Delete a record:
a. Retrieve the 123.1XX record.
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b. (M) Edit > Delete
c. In the Decision dialog box you get, (B) Yes.
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d. (B) Purge
e. Save to make the changes to the database.

Suggestion: Retrieve the 123.1XX record.
The record cannot be retrieved.
Note: All records cannot be deleted in this manner. Those records, which cannot be deleted,
need to have an end date given. After this end date, the records cannot be used.
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Running Reports and Programs

Following the instructions provided by the instructor enter the URL for this class and then enter
the appropriate Instance Name and ID.
2. Log in to Oracle Applications with the OPERATIONS username and WELCOME password.
3. Select the Human Resources, Vision Enterprises responsibility from the list on the E-
Business Suite Application Home Page by clicking the responsibility name.
 Press [Tab] to go down the list and select your responsibility, then press Enter.
 Use the mouse button to click Responsibility.
 E-Business Suite Application Home Page will display menu options and functions
in a new column on the page that is currently displayed.
4. Click the Submit Processes and Reports link under the Processes and Reports submenu to
open the Submit a New Request dialog box.
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5. Select the default Single Request and click OK to open the Submit Request dialog box.
6. Enter the following information:

 Name: Employee Periodic Detail Report (Select from the LOV.)
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 (B) OK
 Enter the following in the Parameters window:
 Beginning Date Paid: Enter a prior date (say two months prior to
Current/System Date).
 Ending Date Paid: Select Current/System Date
 Jurisdiction Level: Federal (Select default.)
 Detail Level: Summary within Selected Period (Choose default.)
 Output file type: Comma Delimited (Select default.)
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 (B) OK
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 (B) Submit
 (B) No
7. Switch responsibility to System Administrator using the following icon:
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 (B) OK
8. (N) Requests > Set
9. Click the Request Set Wizard button in the form. (Do not fill in any other fields.)
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10. Accept the default value to run your requests sequentially. Click Next. This will create one
stage for each request in the set.
11. Accept the default to Abort Processing if one of your requests ends in “Error.” Click Next.
12. Enter the required information for your Request Set. Click the Next button.
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 Enter XX Weekly Reports as the Request Set name.

 Select Application Object Library as the Application name.
 Enter 00 Weekly Reports as the Description.
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13. (B) Next

14. Accept the default print option As Each Request in the Set Completes. Click the Next button.
15. Select the concurrent program(s) that you want to run:

 Select Active Responsibilities and Users.
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 (B) OK
 Select Users of a Responsibility.
- (B) OK
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16. Click the Finish button.

17. Click the OK button in the Note dialog box that appears.
18. Click the Define Stages button to review your three stages.
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19. Click the Requests button for Users of a Responsibility (20) and then, click the Parameters
button to view the parameters for this program. You can also review your other stages,
requests, and parameter windows.
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20. Repeat for Stage: Active Responsibilities and Users (10)
21. (B) Requests
22. (B) Parameters
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Note: Close all windows until you are back to the Request Set window.
23. Return to the Request Set form and click the Link Stages button to view the default values
you selected to link your stages. Notice the Start Stage value and the values for Success,
Warning, and Error. Click the Cancel button after you have completed your review.
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24. Close the Request Set form.

25. Navigate to the Standard Request Submission form. (N) Requests > Run
26. Select the Request Set option button and click OK.
27. Select your XX Weekly Reports from the list of values (LOV).
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28. Complete the parameter values for each report:

 Active Responsibilities has no parameters.
 Active Users has no parameters.
 Users of a Responsibility: Enter System Administration for Application Name and
System Administrator for Responsibility Name.
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29. Click OK to close the parameter window.
30. Click the Schedule button.
31. Select the Periodically option under the Run the Job section, provide an End Date for this
schedule, and finally click the OK button.
Note: You can save this schedule by selecting the “Save this schedule” check box.
32. Click the Submit button to submit the request.
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33. Record your Request ID and Click No when asked to submit another request.
34. View your Reports online.

 (M) Requests > View
 Accept the All My Requests option by clicking the Find button in the Find Requests
window.
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35. Click the line with the completed Users of a Responsibility report.
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36. Click the View Output button to see the report online.
Note: Navigating around the online report depends on the viewer you are using at your site.
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Reviewing the Help Menu Item

Following the instructions provided by the instructor, enter the URL for this class and then enter
the appropriate Instance Name and ID.
2. Log in to Oracle Applications with the OPERATIONS username and WELCOME password.
Accessing Online Help from APPLICATION HOME PAGE

3. Click the Help link on the top right corner of the APPLICATION HOME PAGE to open the
online Help.
Note: Navigate through all the Tabs (Contents, Search, and View Topic) to familiarize
yourself with the interface.
4. Close the online Help to return to APPLICATION HOME PAGE.

Note: You can close the online Help simply by closing your Web browser window.
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5. Select the Order Management Super User, Vision Operations (USA) responsibility from the
list on the E-Business Suite Application Home Page by clicking the responsibility name.
 Press [Tab] to go down the list and select your responsibility, then press Enter.
 Use the mouse button to click Responsibility.
2. Click the Sales Orders link under the Orders, Returns submenu to open the form in the
professional applications interface.
Accessing Keyboard Help

3. (M) Help > Keyboard Help
Note: Keyboard shortcuts are shown to you.
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Finding Record History

8. Open the record for which you would like to find the Record History.
a. Press [F11].
b. Enter Customer Number as 1608.
c. Press [Ctrl] + [F11] to execute the search.
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9. Navigate to Help > Record History.
10. The record history details are displayed.
Note: Observe different information that is shown for the record. For example: Table/View
Name, Update Date, and so on.
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Navigating in Self-Service Applications

Log in to Oracle Applications with the OPERATIONS username and WELCOME password.
2. On the APPLICATION HOME PAGE, click the iProcurement responsibility.
3. This will open the iProcurement Application Home Page.
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4. Navigate to the Notification Web page using (T) Requisitions > Notifications.
5. Select All Notifications from the LOV under View.
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6. (B) Go
7. Click the Home link to go back to the Personal Application Home Page (APPLICATION
HOME PAGE).
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Creating New records on Oracle Applications

Defining an Employee in Oracle HCM Module:
1. Use the Human Resources, Vision Services responsibility.
2. Navigate to the Define Person Window.
 (N) People > Enter and Maintain
- (B) New

 Last = Samuels
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 First = XX_James
 Gender = Select M or F as appropriate

 Action = Create Employment
 Person Type = Employee
 (B) OK
4. (I) Save
5. Accept the two Note dialog boxes you get by clicking (B) OK
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6. Record your employee number __________________.

Note: The system will generate an employee number that will be visible in the field above
the Social Security Number field.
Creating an Assignment
In this section of the solution, you view how to assign an employee to an organization.
7. (B) Assignment
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a. Organization = Vision Operations (Select from LOV)
In the Group field, enter following:
b. Team = Financials (Select from LOV)
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c. National Bargaining Unit = ALPA (Select from LOV)
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Note: You will get a message prompting you to choose between keeping the history of the
existing information and correcting the existing information. Click (B) Correction.
d. Select the following:

- Job = MGR500.Manager
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- (B) OK
- Position = MM400.Materials Manager
- (B) OK
Note: You get a Decision dialog box asking whether to accept the default values.
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9. (B) Yes to accept the default values for the position.
10. (T) Supervisor
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- Name = Brown, Ms. Casey
- (B) OK
11. (I) Save
Note: You will get a caution form asking whether you would want to use thelocation of the
new position.
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12. (B) OK (to accept the location of the new position)
13. Close all the windows and return to the Navigator page.
Creating a Resource in CRM Module:
14. Use Responsibility = CRM Resource Manager, Vision Enterprises
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15. Navigate to the Select Resources to Import Window.

- (N) Maintain Resources > Import Resources
16. Select / Enter your resource.

- Resource Category = Employee (Delect from LOV)
- Number = 1944 (Employee Number of Employee created above)
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17. (B) Search
18. (B) Start Import

- Role = Credit Manager (Select from LOV)
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- (B) OK
- (B) OK (to Set Resouce Attributes)
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19. (B) Save Resource
Note: You get a message confirming the successful import of the employee record.
- (B) OK
20. (B) Details (to find the details of the Resource)
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21. Record your Resource number _______________.
22. Close all the windows and return to the Navigator page.
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Creating new record in self service pages:

Creating a Customer in Receivables and Accessing from Order Management and Inventory:
1. Responsibility = Receivables, Vision Operations (USA)
2. Navigate to the Customers Web Page.

(N) Customers > Customers
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3. (B) Create
a. Select default Customer Type = Organization
b. Organization Name = XX_Customer.
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c. Country = United States

d. Address Line 1 = #250
e. Address Line 2 = St #2
f. Address Line 3 = Go Meery Road
g. City = New York
h. County = New York
i. State = NY
j. Postal Code = 10250
k. Address Description = XX_Customer_Site
l. Operating Unit = Vision Operations (Accept Default)
m. Accept default Bill To and select the Primary check box.
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n. (B) Apply
o. Note down the Registry Number: __________________
p. (L) Close the window.
5. Switch responsibility to Order Management Super User, Vision Operations (USA).

a. (I) Switch Responsibility
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b. (B) OK
6. Navigate to the Sales Order Window.

(N) Orders, Returns > Sales Orders
7. Find Customer = XX_Customer
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8. Close Form without saving.

a. (M) File > Close Form
b. In the Decision dialog box, you get:
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c. (B) Discard
9. Switch responsibility to Inventory, Vision Operations (USA).

b. (B) OK
10. Navigate to the Find Customer Items Window.

(N) Items > Customers Items > Customer Items
11. Select Organization = M1 Seattle Manufacturing
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a. (B) OK
12. Customer Name = Select XX_Customer from LOV
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Now you can see that the “Customers” entity is shared across applications. It is defined in
one application and accessed in other application.
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Creating new record in oracle SCM, Create an item

Responsibility = Inventory, Vision Operations (USA)
2. Navigate to the Master Items Window.
a. (N) Items > Master Items
b. Select Organization = M1 – Seattle Manufacturing
c. (B) OK
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3. Create a new item.

Enter the following information:
a. Item = XX_Item
b. Description = XX_Item
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c. Copy from Template.

(M) Tools > Copy From
i. Select Template = Finished Goods from LOV
ii. (B) OK
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iii. (B) Apply
iv. (B) Done
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4. Save the record.

 (I) Save
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5. Close the Form.

 (M) File > Close Form
Accessing the item XX_Item from Order Management

6. Switch responsibility to Order Management Super User, Vision Operations (USA).
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b. (B) OK
7. Navigate to the Sales Orders (Vision Operations) – New form.

a. (N) Orders, Returns > Sales Orders
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8. Select the following Information:

a. (T) Order Information
b. Select Order Type = Mixed from LOV
c. (T) Line Items

d. Select from LOV Ordered Item = XX_ Item
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b. You get a note stating that this item is invalid or does not exist in the warehouse.
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c. (B) OK
d. You get the Forms dialog box.
e. (B) Yes
Note: An item defined in an Inventory application can be used in another application, namely
Order Management.
This shows that the Item entity is shared across applications.
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Creating Value Sets

Responsibility: System Administrator
2. Navigate to the Value Sets window:
 (N) Application > Validation > Set
3. Enter values as follows:
Field Name Value
Value Set Name XXPO Class
Description Major class
List Type List of Values
Security Type Non-Hierarchical
Security
Format Char
Maximum Size 10
Uppercase Only (A– Selected
Z)
Right Justify and Deselected
Zero-fill Numbers
(001)
Validation Type Independent
4. Click Save.
5. (M) File > New. Enter values as follows:
Field Name Value
Value Set Name XXPO Subclass
Description Sub class
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List Type List of Values

Security Type Non-Hierarchical Security
Format Char
Max. Size 10
Uppercase Only (A–Z) Selected
Right Justify and Zero- Deselected
fill Numbers (001)
Validation Type Dependent
6. (B) Edit Information.

 Name: XXPO Class
 Value: NONE
 Description: None
7. Click Save.
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Creating a Structure for a Key Flexfield and Adding Value Sets

Querying the Item Categories Structure
1. Responsibility: System Administrator
2. Navigate to the Key Flexfield Segments window:
 (N) Application > Flexfield > Key > Segments
3. (M) View > Query By Example > Enter
 Application: Inventory
 Flexfield Title: Item Categories
4. (M) View > Query By Example >Run
Creating a New Structure

5. Place cursor over the Title field:
a. (M) File > New
b. Enter the following information:
 Code: XXPO_ITEM_CAT
 Title: XXPO_ITEM_CAT
 Description: PO Item Category
 Save.
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Assigning Segments
6. (B) Segments
Create the structure based on the segment information in the following table:
No Name Window Prompt Column (LOV) Value Set (LOV)
1 PO Class Class SEGMENT1 XXPO Class
2 PO Subclass Sub SEGMENT2 XXPO Subclass
- Save.
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7. Place your cursor on line 1 (PO Class).

a. (B) Open to add additional information to the segment definition.
Field Value
Description PO Class
Required Checked
Security Enabled Checked
b. Save.
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c. Close the Segments window.

8. Place your cursor on line 2 (PO Subclass).
a. (B) Open to add additional information to the segment definition.
Field Value
Description PO
Subclass
Required Checked
Security Enabled Checked
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b. Save.
9. Close windows until you are back at the Key Flexfield Segments window.
 Select the Freeze Flexfield Definition check box.
 (B) OK
 (B) Compile
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- (B) OK to acknowledge the Note dialog box.
Adding Values
10. Navigate to the Values window.
 (N) Application > Validation > Values
11. Search for any existing values using your value sets:
 Find Values By: Key Flexfield
 Title: Item Categories
 Structure: XXPO_ITEM_CAT
 Segment: PO Class
 (B) Find
12. Enter values according to the following table:

Value Description
CCOMP Computer
Component
CSYS Computer System
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- Save.
- (B) OK to acknowledge the Note dialog box.
Entering Values Dependent on the CCOMP Value

13. Navigate to Find Key Flexfield Segment window.
- (N) Application > Validation > Values
a. Find your value sets:
 Segment: PO Subclass
 Independent Value: CCOMP
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b. (B) Find
c. Enter values according to the following table:
Value Description
KEYBOARD Keyboard, 101-Key
MOUSE Mouse, Optical
MONITOR Monitor, Flat Panel
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d. Save.
e. (B) OK to acknowledge the Note dialog box.
Entering Values Dependent on the CSYS Value

14. Navigate to Find Key Flexfield Segment window.
- (N) Application > Validation > Values
a. Find your value sets:
 Segment: PO Subclass
 Independent Value: CSYS
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b. (B) Find
c. Enter values according to the following table:
Value Description
DESKTOP Desktop
PC PC
SERVER Server
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d. Save.
e. (B) OK to acknowledge the Note dialog box.

15. Close windows until you are back at the Navigator.
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Defining a Descriptive Flexfield with Context-Sensitive Segment

Define Your Value Sets
(N) Application > Validation > Set
2. Enter the information for the first value set in the following fields:
 Value Set Name: XX_STORE
 Description: XX Store Value Set
 Security Type: No Security
 Format Type: Char
 Maximum Size: 10
 Uppercase Only (A-Z): Checked
 Validation Type: Independent
3. Save your work.
4. Enter the information for the second value set in the following fields:
- (M) File > New
 Value Set Name: XX_CARD_NUM
 Description: XX Credit Card Number
 Format Type: Number
 Uppercase Only (A-Z): Unchecked
 Validation Type: None
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5. Save your work.

6. Enter the information for the third value set in the following fields:
(M) File > New
 Value Set Name: XX_EXPIRY
 Description: XX Expiry Date for Credit Card Context
 Numbers Only: Checked
 Maximum Size: 4
 Right Justify and Zero-fill Numbers: Checked
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7. Enter the information for the fourth value set in the following fields:
(M) File > New
 Value Set Name: XX_CHEQUE_NUM
 Description: XX Cheque Number for Cheque Context
 Numbers Only: Checked
 Maximum Size: 8
 Right Justify and Zero-fill Numbers: Checked
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8. Enter the information for the final value set in the following fields:
(M) File > New
 Value Set Name: XX_PAY_TERMS
 Description: XX Payment Terms for Finance Context
 Validation Type: Table
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9. (B) Edit Information
Table Application: Receivables

Table Name: RA_TERMS_TL
10. In the Table Columns region, enter the following information for the Value field:
 Name: NAME
 Type: Varchar2
 Size: 15
In the Table Columns region, enter the following information for the Meaning field:
 Name: DESCRIPTION
 Choose default Type: Varchar2
 Choose default Size: 240
 (B) Test
Note: If the Table values are taken correctly, the test of the value set should be completed
successfully. Otherwise it will show an error.
 (B) OK
11. Save your work.
Define Your Structure

12. Navigate to (N) Application > Flexfield > Descriptive > Segments.
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13. Use the Find button from the Toolbar or Query the descriptive flexfield for your Team. For
example:
 Application: General Ledger
 Title: Journal Sources
14. In the Context Field region, enter information in the following fields:
 Prompt: Payment Type?
 Required: Checked
 Displayed: Checked
15. In the Contxt Field Values Region, add in three new contexts:
 Credit Card
 Cheque
 Finance
16. In the Context Field Values region, select the Global Data Elements context and click the
Segments button to navigate to the Segments Summary window.
17. Enter the information for the first segment in the following fields:
 Number: 10
 Name: Store
 Window Prompt: Store
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 Column: ATTRIBUTE1
 Value Set: XX_STORE
 Enabled: Checked
18. Save your work.

19. Navigate back to the main Descriptive Flexfield Segments window.
20. In the Context Field Values region, select the Credit Card context:
21. (B) Segments
 Number: 10
 Name: Card Number
 Window Prompt: Card Number
 Value Set: XX_CARD_NUM
23. Save your work.
24. Enter the information for the second segment in the following fields:
 Number: 20
 Name: Expiry
 Window Prompt: Exp
 Value Set: XX_EXPIRY
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25. Save your work.

27. In the Context Field Values region, select the Cheque context:
28. (B) Segments
 Number: 10
 Name: Cheque Number
 Window Prompt: Cheque Number
 Value Set: XX_CHEQUE_NUM
30. Save your work.
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32. In the Context Field Values region, select the Finance context:
33. (B) Segments
 Number: 10
 Name: Payment Terms
 Window Prompt: Payment Terms
 Value Set: XX_PAY_TERMS
35. Save your work.
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36. Select the Freeze Flexfield Definition check box.

37. (B) OK (in the caution window)
38. (B) Compile (in the Descriptive Flexfield Segment window.)
39. (B) OK
Define Your Values

40. Navigate to (N) Application > Validation > Values.
41. In the Find window, select Value Set and find the XX_STORE value set.
42. In the Values, Effective region of the Segment Values window, define the following values:
 Value: LONDON
 Description: Oxford St, London
 Enabled: Selected
 Value: ROME
 Description: Via Condotti, Rome
 Value: NEW YORK

 Description: 5th Avenue, New York
 Value: TOKYO
 Description: Ginza, Tokyo
43. Save.
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44. (B) OK to accept the note.
Test Your Descriptive Flexfield

After defining your value sets, segments, and values, navigate to your descriptive flexfield and
test the results of your work. For example:
45. Responsibility: General Ledger, Vision Operations (USA)
46. Navigation Path: Setup > Journal > Sources
47. Click any field in the descriptive field column: [] or [□]
48. Select a Store from the LOV, (B) OK.
49. Select the Cheque Payment Type from the LOV.
50. Cheque Number: 1234. Note that the value defaults to 00001234 once you exit the field.
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51. Select the Credit Card Payment Type from the LOV.
52. Note that you are now required to enter two pieces of information: the card number and the
expiry date.
53. Exit without saving.
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Creating a New User

Responsibility = System Administrator
2. Navigate to the Define Users Window.
 (N) Security > User > Define
3. Specify User details.
 Username = XXEBSTUDENT (where XX is your terminal ID)
 Password = welcome (tab, re-enter the password to verify)
 Person = The employee you created in earlier practice
- (B) OK
4. (T) Direct Responsibilities
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5. Add the following responsibilities to your new Username:

Responsibility
Purchasing, Vision Operations (USA)
Payables, Vision Operations (USA)
Payables, Vision Services (USA)
System Administrator
Inventory, Vision Operations (USA)
General Ledger, Vision Operations
(USA)
Human Resources, Vision Enterprises
Assets, Vision Operations (USA)
Alert Manager, Vision Enterprises
CRM Resource Manager, Vision
Enterprises
6. Save
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7. (M) File > Exit Oracle Applications

8. Log out
Logging in As a New User

9. Log in as a new User.
 Login = XXEBSTUDENT
 Password = welcome
10. (B) Login
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11. The system will prompt you to create a new password:

 Current Password = welcome
 New Password = XXEBSTUDENT
 Re-enter New Password = XXEBSTUDENT
12. (B) Submit
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Covering Tasks for Multiple Operating Units Without Changing Responsibilities

Defining a Menu
2. Navigate to the Menu window:
 (N) Application > Menu
3. Define a Menu:
 Menu: XX_New_Menu
 User Menu Name: XX_New_Menu
 Enter the following in the table:
Seq Prompt Menu
1 Payables AP_NAVIGATE_GUI12
2 Receivables AR_NAVIGATE_GUI
 Save.
Note: A Note is displayed informing that a request has been submitted to compile the
menus. Click (B) OK.
- (B) OK
4. View Requests:
 (M) View > Requests
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 (B) Find
 Monitor the request until it has completed.
Defining a Responsibility
5. Navigate to the Responsibilities window:
 (N) Security > Responsibility > Define
6. Define a Responsibility:
 Responsibility Name: XX_New_Payables_Responsibility
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 Application: Payables (Select from the LOV.)

 Responsibility Key: XX_NEW_PAYABLES_RESPONSIBILITY_KEY
 Available From: Oracle Applications
 Effective Date From: System/Current Date
Data Group Block
o Name: Standard (Select from the LOV.)
o Application: Payables
7. Save.
Defining a Security Profile

8. Responsibility: Human Resources, Vision Enterprises
9. Navigate to the Global Security Profile window:
 (N) Security > Global Profile
 Name: XX_Global_Security_Profile
 Choose the default “All” for the following fields:
o View Employees
o View Contingent Workers
o View Applicants
o View Contacts
o View Candidates
 (T) Organization Security
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o Security Type: Secure organizations by organization hierarchy and/or

organization (Select from the LOV.)
o Select/enter the following information:
Classification Organization Name Include /
Exclude
Operating Vision Operations Include
Unit
Operating Vision Services Include
Unit
11. Save.
Running Security List Maintenance Report

12. Navigate to the Submit a New Request window:
- (N) Processes and Reports > Submit Processes and Reports
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- Choose the default Single Request.

- (B) OK
13. Enter the information:

- Name: Security List Maintenance (Select from the LOV.)
- Enter the following information in the Parameters window:

o Generate Lists for: One Named Security Profile (Select from LOV.)
o Security Profile: XX_Global_Security_Profile
- (B) OK
- (B) Submit
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- (B) No
14. Monitor the request until it has completed:
- (M) View > Requests
- (B) Find
- Close the Requests window.
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Assigning Security Profile to Responsibility

15. Switch Responsibility to System Administrator.
16. Navigate to the Find System Profile Value window:
- (N) Profile > System
- Deselect the Site check box.
- Select the Responsibility check box.
- Responsibility: XX_New_Payables_Responsibility
- Profile: MO%
- (B) Find
18. Enter/select the following information:
o MO: Default Operating Unit: Vision Operations
o MO: Security Profile: XX_Global_Security_Profile
19. Save.
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Assigning Responsibility to User

20. Navigate to the Users window:
- (N) Security > User > Define
- Find User: XXEBSTUDENT
- Responsibility: XX_New_Payables_Responsibility
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21. Save.
22. Switch Responsibility to XX_New_Payables_Responsibility.
23. Open Payables.
24. Navigate to the Invoice Workbench window:
- (N) Invoices > Entry > Invoices
25. Find Operating Unit: Vision Operations, Vision Services, Vision Corporation (UK).
Note: You can find all the Operating Units (OU) that were associated with the Global
Security Profile, and you can enter Invoices in one OU, and pay through the other without
switching responsibilities.
26. Close the form without saving.
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Viewing Approval Process Using Workflow Monitor

Creating a Requisition
1. Responsibility: Purchasing, Vision Operations
2. Navigate to the Requisitions Window:
 (N) Requisitions > Requisitions
3. Specify the requisition details:
 Operating Unit: Vision Operations
 Type: Purchase Requisition
 Description: XXSupplies
 (T) Lines
 Item: f71000
 Quantity: 10
 Need by: Today’s date + 1
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4. Save
5. (B) Distributions
Note that Workflow has generated default accounting combinations.
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6. Close the Distributions Window.

7. Make a note of your requisition number: _____________
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8. (B) Approve
9. Select the default Submit for Approval check box.
10. Select the Forward check box.
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11. (B) OK
12. Close the Requisitions Window.
Viewing Approval Through Workflow

13. Navigate to the Requisitions Summary Window:
 (N) Requisitions > Requisition Summary
14. Find your requisition:
 Requisition Number: Your requisition number
15. (B) Find
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16. (M) Tools > View Approval through Workflow
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17. (B) View Diagram

Note: You can also view the diagram by clicking Status Diagram on the left Navigation
pane.
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18. Browse to the centre of the process map, and double-click the Approval Routing Chooser
icon.
19. Double-click the Approval List Routing icon.
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20. Double-click Notify Approval Chooser.
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21. Double-click the Notify Approver icon.
22. Notice that an approver has been found and a notification has been sent.
23. (B) Zoom Out
24. Close the Workflow Monitor Web page.

25. (M) File > Exit Oracle Applications
26. Make your Personal Application Home Page the active page, and then log out.
Approving the Requisition

27. Log in as cbaker:
 User: cbaker
 Password: welcome
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28. Click the link for your notification that requires approval:
(L) Notifications under Favorites
Notice that your created requisition appears as a notification, awaiting action from cbaker.
29. Open your requisition by clicking the subject line in the Subject column.
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30. Approve the requisition:

 (B) Approve
31. Log out.
Viewing Approval Through Workflow

32. Log in as XXebstudent:
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 User: XXebstudent
 Password: XXebstudent
33. (L) Purchasing, Vision Operations (USA)
34. Navigate to the Requisition Summary Window:
 (N) Requisitions > Requisitions Summary
35. Find your requisition:

 Requisition Number: Your requisition number
36. (B) Find
37. (M) Tools > View Approval through Workflow
38. (B) View Diagram
Note: You can also view the diagram by clicking Status Diagram on the left Navigation
pane.
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Note that the path has continued and is completed.

39. Close the Workflow Monitor.
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Creating and Testing a Periodic Alert

Defining an Alert
1. Responsibility = Alert Manager, Vision Enterprises
2. Navigate to the Alerts Window
 (N) Alert > Define
3. Define a period alert:
 Application = Payables
 Name = XXInvoices on Hold
 Enabled = Selected

4. (T) Periodic
 Frequency = On Demand
 Keep = 2 Days
5. Enter the SQL statement according to the following table:

Select Statement
SELECT aph.Hold_Reason,
aph.Hold_Lookup_Code,
api.Invoice_Num,
pov.Vendor_Name
INTO &Hold_Reason,
&Hold_Type,
&Invoice_Number,
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&Vendor_Name
FROM PO_Vendors pov,
AP_Invoices api,
AP_Holds aph,
HR_Organization_Units hou
WHERE hou.Name = 'Vision Operations'
AND hou.Organization_Id = aph.Org_Id
AND aph.Release_Lookup_Code IS NULL
AND aph.Invoice_Id = api.Invoice_Id
AND api.Vendor_Id = pov.Vendor_Id
ORDER BY pov.Vendor_Name
6. (B) Verify, to check whether the syntax written is correct.
7. Save
8. (B) Run, to check how many records are retrieved.
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9. (B) OK
Defining Alert Outputs

10. (B) Alert Details
11 (T) Outputs
12. (M) View > Find All to display all output variables
13. Specify output details according to the following table:
Output Name Description Max Length
Summary
HOLD_REASON HOLD_REASON 25
HOLD_TYPE HOLD_TYPE 20
INVOICE_NUMBER INVOICE_NUMBER
VENDOR_NAME VENDOR_NAME
14. Save
15. Close the Alert Details Window.
Defining Alert Actions

16. (B) Actions
17. Define Alert actions according to the following table:
Action Name Description Action Level
Invoices on Hold e-Mail Summary e-Mail notification Summary
Notification of invoices on hold
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18. Save
Defining Action Details

19. In the Action Details Window:
 Action Type = Message
 To = Enter an appropriate email address
 Text = Selected
20. Enter text according to the following table:
Text
Invoice Number Hold Type Hold Reason
=**= Enter summary template below this line =**=
**&Invoice_Number &Hold_Type &Hold_Reason
=**= Enter summary template above this line =**=
 Column Overflow = Wrap

 Max Width = 80
21. Save
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22. Close the Action Details Window.

Defining a Second Action Type
23. Define Alert actions according to the following table:
Action Name Description Action Level
No Invoices on Hold e- e-Mail notification of no No Exception
Mail Notification invoices on hold
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Defining Action Details

24. (B) Action Details
 Action Type = Message
 To = Enter an appropriate email address
25. Save
26. Close the Action Details Window
27. Close the Actions Window.
Defining Action Sets

28. (B) Action Sets, on the Alerts Window
29. Define an Action Set according to the following table:
Seq Action Set Name Description
1 e-Mails e-Mail notifications
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Adding Actions to the Action Set

30. (B) Action Set Details
31. (T) Members
32. Add actions according to the following table:
Seq Action On Error Action

1 Invoices on Hold e-Mail Notification Abort
2 No Invoices on Hold e-Mail Notification Abort
33. Save
34. Close all the other windows and return to the Navigator page.
Testing the Alert
35. Navigate to the Request Periodic Alert Check Window.
 (N) Request > Check
36. Test the alert
 Alert = XXInvoices on Hold
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37. (B) Submit Request
38. (B) OK to acknowledge the message

Monitoring the Request
39. (M) Requests > View
40. (B) Find
41. (B) Refresh Data, until the request completes

Reviewing Alert History
43. Navigate to the Review Alert History Window.
 (N) Alert > History
44. Review alert history:
 Alert Name = XXInvoices on Hold
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45. (B) Find Checks
Viewing the Alert Action Log

46. (B) Find Actions
47. (B) Action Log
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48. (B) OK
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Run a report in a DBI environment

Shipping Management Page
. Responsibility = Daily Supply Chain Intelligence

2. (N) Dashboards > Shipping Management
Suggestion: Change the report parameters like Period, Compare To, and Organizations and
observe the changes to the report.
3. Scroll down the page and click on the Lines Late To Schedule link, to display the Lines
Shipped Perforrmance Trend.
4. On the Lines Shipped Performance Trend specify:

Period = Year
Compare To = Prior Year
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Note: That the graphs change automatically to reflect the data according to the specified
parameters.
5. Scroll down the page to view the links listed at the bottom of the report, click on Lines
Shipped Late to Schedule Detail to view the details of order an lines which got delayed.
6. Click on an Order Number to view Line level details.
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Introduction To Oracle R12 Application Training Manual

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R12.x Oracle E-Business Suite Essentials for Implementers

Logging In to Oracle Applications

Logging In to Forms-Based Interface

c. This opens the Find Assets form.

v. This opens a Web page.

d. (M) File > Close Form

6. Logging out of Oracle Applications:

Section I: Creating Favorites

b. Responsibility: Inventory, Vision Operations (USA)

b. Select the General Ledger, Vision Operations (USA) responsibility.

b. Select the Payables, Vision Operations (USA) responsibility.

Creating, Saving, Searching, Editing, and Deleting a Record

3. Create and save a record.

 Enter the following:

 Select the default Permanent check box.

 (T) Hiring Information

 Headcount: 1. Choose the default.

b. Save the record:

4. Search and retrieve a record.

c. Press simultaneously [Ctrl], [F11].

b. Enter a partial value, say 123.XX%.

c. (M) View > Query By Example > Run

ii. Click the Edit Field icon.

b. (M) Edit > Delete

c. In the Decision dialog box you get, (B) Yes.

e. Save to make the changes to the database.

Running Reports and Programs

6. Enter the following information:

7. Switch responsibility to System Administrator using the following icon:

 Enter XX Weekly Reports as the Request Set name.

 Enter 00 Weekly Reports as the Description.

13. (B) Next

15. Select the concurrent program(s) that you want to run:

16. Click the Finish button.

20. Repeat for Stage: Active Responsibilities and Users (10)

21. (B) Requests

22. (B) Parameters

24. Close the Request Set form.

28. Complete the parameter values for each report:

29. Click OK to close the parameter window.

30. Click the Schedule button.

34. View your Reports online.

Reviewing the Help Menu Item

Accessing Online Help from APPLICATION HOME PAGE

4. Close the online Help to return to APPLICATION HOME PAGE.

Accessing Keyboard Help

Note: Keyboard shortcuts are shown to you.

Finding Record History

c. Press [Ctrl] + [F11] to execute the search.

9. Navigate to Help > Record History.

10. The record history details are displayed.

Navigating in Self-Service Applications

3. This will open the iProcurement Application Home Page.

5. Select All Notifications from the LOV under View.

Creating New records on Oracle Applications

3. Enter the following information:

 Gender = Select M or F as appropriate