Wednesday, October 15, 2014

Attachements Definitions Oracle


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

No comments:

Post a Comment

Best Blogger TipsGet Flower Effect