r12 oracle ebs essentails - lab guide

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R12 Oracle E-Business Suite Essentials for ImplementersGuide

Practice - Navigating in Self-Service ApplicationsOverviewIn this practice you will navigate through the Self-Service Applications.

Tasks1. 2. 3. 4. 5. Log in to Oracle Applications. On the PHP, click the iProcurement responsibility to open the iProcurement Home page. Go to the Notifications Web page using (T) Requisitions > Notifications. Find All Notifications. Go back to the Home page.

Solution: Navigating in Self-Service Applications1. 2. Log in to Oracle Applications with the OPERATIONS username and WELCOME password. On the PHP, click the iProcurement responsibility.

3.

This will open the iProcurement Home page.

4.

Navigate to the Notification Web page using (T) Requisitions > Notifications.

5.

Select All Notifications from the LOV under View.

6.

(B) Go

7.

Click the Home link to go back to the Personal Home Page (PHP).

Guided Demonstration - Logging In to and Out of Oracle Applications (Professional and Self-Service Interface)Logging In to Oracle Applications 1. 2. In Netscape or Internet Explorer Web browser, enter the URL for the R12 E-Business Suite instance. On the login screen enter: Username: OPERATIONS Password: welcome Accessibility: None Note: Accessibility: There are three types of accesses that can be selected before logging in to Oracle Applications. 1) Standard Accessibility: This renders the pages accessible for users using assistive technology. 2) Screen Reader Optimized: This optimizes the pages for screen readers. This may degrade the output for sighted users. 3) None: The pages may include behaviors that are not accessible. Select anyone of the above depending on the requirements. Usually None is chosen as all the contents can be accessed. 3. (B) Login

Setting Preferences 4. 5. 6. 7. Click the Preferences link on the Personal Home Page. In the Territory field, select a country other than the country that is shown, say United Kingdom or the country where the class is being taught, from the list of values (LOV). In the Currency field, select the currency of the country that is selected above, say British pound from the LOV. Select any one Number format from the LOV. Note: Inform students that the preferences can be set as required by the organization. But in the class all the students cannot change preferences as everyone is accessing the same instance. Also inform that if the default preferences are to be restored, one can do so by clicking the Reset to Default button.

Navigating Between Responsibilities and Opening a Form 8. 9. Click Order Management Super User, Vision Operations (USA) on the Personal Home Page. Click the Sales Orders link under Orders, Returns to open a form.

10. On the PHP, show what a responsibility is and what the different responsibilities that are available are. 11. Show how to go to a menu under a responsibility by clicking on a responsibility, say Application Developer and show the different menus such as Profile, Flexfield Test, Segments, Sets, Values, under this responsibility. 12. In the form-based interface, demonstrate the following options: Fields wherein the data can be entered (Optional and Mandatory) List of values (LOV) icon in the form and how to find and enter a value The toolbar with different icons like Save, Switch Responsibility, Find, Help, Alter Date, and so on The different Menu options and the submenus under each menu. File Menu consisting of submenus like Save, Close Form, Switch Responsibility, Exit Oracle Applications, and so on The Tab regions, which show different fields at the Header level and the Line level Show the usage of the Expand, Collapse, Expand All, Collapse All, and Expand Branch buttons. Also, show how these buttons can be accessed from the Tools Menu. Show how to add and delete values to the Top 10 List from the Navigator Menu.

Exit Oracle Applications 13. Log out of the form-based interface. (M) File > Exit Oracle Applications

Note: Highlight that logging out of a form-based interface does not log out the user from PHP also. 14. Activate PHP and log out of PHP.

Practice - Logging In to Oracle Applications, Creating Favorites, Navigating Through Responsibilities and Menus, Closing a Form, Logging Out of Oracle ApplicationsOverviewIn this practice, you log in to Oracle Applications, navigate through the responsibilities and menus

AssumptionsReplace XX with your initials or a terminal number as given by your instructor.

TasksLogging In to Oracle Applications 1. 2. Open the URL given by the Instructor in Internet Explorer or Netscape. Use the following information to log in: Username: OPERATIONS Password: welcome Accessibility: None (B) Login

Section I: Creating Favorites 3. Enter a function: a. Responsibility: Inventory, Vision Operations (USA) b. Function Prompt: Receipts c. Favorite: XX_Receipts Section II: Logging In to Forms-Based Interface 4. Navigating through responsibilities and menus: a. On the PHP, click the Assets, Vision Operations (USA) responsibility to find the different menus available such as Financial Information, Transaction History, and Accounting Events under this responsibility.

b. Click the Financial Information link under Inquiry to open up a form. c. Go through the different fields such as Asset Number, Description, Tag, Asset Key, and Book in this form. d. On the PHP, click the Cash Management, Vision Operations (USA) to find the different menus available under this responsibility. e. Click the Bank Balances link to open a Web page. f. Go through the different fields such as Balance Date, Name, Type, and Account Number on this Web page. g. Close the Web page. 5. Closing a form: a. On the PHP, click Cash Management, Vision Operations (USA) responsibility. b. Open the Reconcile Bank Statements form. c. Use menu to close form. 6. Logging out of Oracle Applications: a. Exit R12 Forms Interface. b. Log out of the PHP.

Solution - Logging In to Oracle Applications, Creating Favorites, Navigating Through Responsibilities and Menus, Closing a Form, Logging Out of Oracle ApplicationsLogging In 1. 2. Open the URL given by the Instructor in Internet Explorer or Netscape. 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. e. (B) Add f. Favorite = XX_Receipts

g. (B) Apply

Section II: Logging In to Forms-Based Interface 4. Navigating through responsibilities and menus: a. On the PHP, 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.

i. Go through the different fields such as Asset Number, Description, Tag, Asset Key, Book in this form. ii. On the PHP, click the Cash Management, Vision Operations (USA) responsibility. iii. The different menus under this responsibility can be seen. iv. Click the Bank Balances link.

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.

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.

d. (M) File > Close Form

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 PHP.

Practice - Switch ResponsibilityOverviewIn this practice, you learn how to switch responsibility.

TasksSwitch Responsibility 1. 2. Switch responsibility from Cash Management, Vision Operations (USA) to General Ledger, Vision Operations (USA) using Menu. Switch responsibility from General Ledger, Vision Operations (USA) to Payables, Vision Operations (USA) using the Switch Responsibility icon.

Solution Switch ResponsibilitySwitch responsibilities as follows: 1. Using Menu: a. (M) File > Switch Responsibility

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

c. (B) OK

2.

Using Icon: a. Click the Switch Responsibility icon on the toolbar.

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

c. (B) OK

Guided Demonstration - Creating and Saving a RecordLogging In to Oracle Applications 1. Log in to Oracle Applications: 2. 3. Username: OPERATIONS Password: welcome Accessibility: None (B) Login

Click Order Management Super User, Vision Operations (USA) on the Personal Home Page (PHP). Click the Sales Orders link under Orders, Returns to open a form.

Creating and Saving a Record 4. Enter the following information: a. Customer: A. C. Networks (Select from the list of values.) Other fields are filled automatically. b. (T) Line Items c. Ordered Item: AS54999 (Select from the LOV.) d. Quantity: 1 All other fields in this row are filled up automatically. e. Place cursor in next row to get 2.1 as the row number. f. Ordered Item: AS54888 (Select from the LOV.) g. Quantity: 1 h. (I) Save i. Write down the Sales Order number: ________

Practice - Creating, Saving, Searching, Editing, and Deleting a RecordOverviewIn this practice, you create, save a record, search or retrieve a record in the form, edit, and delete a record.

Tasks1. 2. 3. On the PHP, click the Human Resources, Vision Enterprises link to open the menus under this