Saturday, May 7, 2016

Tips & Tricks for Navigating Oracle Applications




Menu Bar (Alt-)


New Record
File > New
Insert a new record on the screen.


View > Find
Bring up a “find” screen, to enter selection criteria to find existing records.


View < Show Navigator
Return to the navigator (main menu).  You can also click on the navigator window (it is always available), or close other forms.


File > Save
Save your work.
Switch Responsibility

File > Switch Responsibility
Change the responsibility (menu) that you are signed on to. 


File > Print
Print hardcopy of the current screen info. 

Close Form

File > Close Form
Closes the current screen.

Clear Field

Edit > Clear > Field
Clears the current field from the screen, without making any changes to the database.

Clear Record

Edit > Clear > Record
Clears the current record from the screen, without making any changes to the database.

Clear Block

Edit > Clear > Block
Clears the current block from the screen, without making any changes to the database.

Clear Form

Edit > Clear > Form
Clears the current form from the screen, without making any changes to the database.
Delete Record
Edit > Delete
Deletes the current record from the database, when you save. 
Edit Field
Edit > Edit Field …
Opens an edit window, where you can see the entire contents of a field when the contents are larger than fit in the space on the form. 

Tools > Enter Quality Results
Indicates the existence of a quality collection plan that must be completed.

View > Attachments
Add, modify, or view attachments to the current record.  The empty paperclip indicates the ability to add attachments; the full paperclip indicates the existence of one or more attachments. 
Start Interaction/ Wrap-Up

Tools > Start Interaction
Tools > Wrap Up
Start and end the Interaction History log for this customer touch point.
Folder Tools

Folder > Folder Tools
Brings out the Folders toolbar for tailoring your screen layout.  Refer to the Folder Form Tools.
Quick Menu

Pops up the launch pad Quick Menu to zoom you from the current record to related information in the system.
Help > Window Help
Brings up context sensitive help documentation.

Enter Query

View > Query By Example > Enter
Put the screen into Query by Example mode, where you can enter search criteria.  Use % as the multi-character wildcard; _ is the single-character wildcard. 

Re-Enter the same query

F11 + F11

Press function key F11 twice to re-enter the same query.

Run Query

View > Query By Example > Run
Executes a query. 

Cancel Query

View > Query By Example > Cancel
Exits from Query mode.

Count Query

View > Query by example > Count Matching Records
Displays the count of records, the query is going to fetch ( on the message bar)
Field Above

Edit > Duplicate > Field Above.
Duplicates the field value from the row above. 
Record Above

Edit > Duplicate > Record Above.
Duplicates the entire row above.



Pops up a list of lookup values in fields requiring a validated entry
Show Keys

Help > Keyboard Help
List of keystrokes equivalents.
View Concurrent

Alt+V, R, Enter

To view the concurrent program
New Concurrent

Alt + V, R, Alt + N, Enter

To run a new concurrent
Go to next block up in form

Shift + page up

It navigates to the previous block
Go to next block down in form

Shift + page down

It navigates to the next block
Collapse All

Atl + T, O

Collapse the navigator
Copy from an item or template

Alt + T, C

To copy an item or template into the current master or org items form.
Assign items to Org

Alt + T, O

Assign an item to org(s) when you are on master item form.
Org creation form

S – O – O

To open the org find form
Sub Inventories

S – O – S

To go to function Sub Inventories

O – Enter

Open the query material work bench form
Generate Serial Numbers

O – G

Open the forms for generation of Serial Numbers.
Open Inventory Accounting Periods

AC – I

Opens the Inventory Accounting Periods form
Master Items

I – Enter

To open master items
Org Items

I – O

Open the find form of Org item
Misc. Transactions

Enter – M – Enter

Open the Misc. Transaction form
Org parameters

S – O – P – Enter

To open Org parameters

S – O – L

Opens the Location creation form

S – O – C – Enter

Opens the org parameters form

Help : Keyboard Help or <ctrl  k> – Lists Hot Keys

Tools : Close Other Forms – check box to auto close forms when a new form is opened
Query Tips and Tricks
<F11> to enter query by example
<F11> <F11> to recall the last query parameters
<Ctrl F11> to Execute Query
<F12> Query : Count Matching Records (after putting in the query parameters)
<F4> Exit Query

Query Wild Card Characters
%      one or more characters
_       exactly one character

Query Operators
#between <low> and <high>
#is null, #is not null
>       Greater Than
>=     Greater Than or Equal
<       Less Than
<=     Less Than or Equal
 =      Equal
!=      Not Equal

View : Record : First Record or Last Record – shows first or last record returned by query

What SQL Statement did the Oracle Applications run to fill the form?
Help : Diagnostics : Examine (requires apps password)
Block = SYSTEM
Field = last_query

Other ways to determine the underlying table structure:
1)      Help : Record History
2)      Trace the form (requires apps password)

XML Publisher
The XML Publisher concurrent program joins the XML concurrent report data with the registered templates to generate PDF output.  The following template types are supported: Portable Document Format (PDF), Rich Text Format (RTF) and XSL-FO.
-, Training Day 2004, Paper by Brent Mosher,
‘Oracle Tech update part 1: XML Publisher/Oracle Applications Framework’

-          Metalink Note:269605.1, ‘About Oracle XML Publisher Release 4.5’
-          Metalink Note:276691.1, ‘XML Publisher and Concurrent Manager Integration’
-          Metalink Note:258332.1, ‘About Oracle XML Publisher Minipack XDO.H’
-          Metalink B13817-01, ‘Oracle® XML Publisher User’s Guide Release 11i

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