Documente Academic
Documente Profesional
Documente Cultură
D49493GC10
Edition 1.0
August 2007
D52215
Authors
Sandhya Rani, DVNR Sastry
Technical Contributors and Reviewers
Amit Batra, Barbara Nicholls, Christine Rudd, Donna Johnson, Paul Scott, Sanjeev Wadekar,
Wallace Gardipe
This book was published using:
oracletutor
Table of Contents
R12 Oracle E-Business Essentials for Implementers: Overview .................................................................1-1
R12 Oracle E-Business Essentials for Implementers: Overview...................................................................1-2
Objectives ......................................................................................................................................................1-3
Course Purpose ..............................................................................................................................................1-4
What's New in the Course?............................................................................................................................1-5
E-Business Suite: Documentation .................................................................................................................1-7
Other Resources.............................................................................................................................................1-9
Oracle University Courses.............................................................................................................................1-11
Summary........................................................................................................................................................1-13
Navigating in R12 Oracle Applications .........................................................................................................2-1
Navigating in R12 Oracle Applications.........................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Logging In to Oracle Applications ................................................................................................................2-5
Navigating from Personal Home Page to Applications ................................................................................2-6
Practice - Navigating in Self-Service Applications ...................................................................................2-7
Solution: Navigating in Self-Service Applications....................................................................................2-8
Creating Favorites and Setting Preferences ...................................................................................................2-11
Choosing a Responsibility .............................................................................................................................2-13
Responsibility Relationships: Many to One ..................................................................................................2-14
Responsibility Relationships .........................................................................................................................2-15
Navigator .......................................................................................................................................................2-17
Expanding or Collapsing the Navigation List................................................................................................2-19
Expanding or Collapsing Several Items.........................................................................................................2-20
Logging Out of Oracle Applications .............................................................................................................2-21
Guided Demonstration - Logging In to and Out of Oracle Applications (Professional and Self-Service
Interface)(Required) ..................................................................................................................................2-22
Using Forms and Menus................................................................................................................................2-24
Navigating to a Form.....................................................................................................................................2-25
Data Flow Across Oracle Applications .........................................................................................................2-26
Form Terminology.........................................................................................................................................2-27
Practice - Logging In to Oracle Applications, Creating Favorites, Navigating Through Responsibilities and
Menus, Closing a Form, Logging Out of Oracle Applications (Required)................................................2-30
Solution - Logging In to Oracle Applications, Creating Favorites, Navigating Through Responsibilities and
Menus, Closing a Form, Logging Out of Oracle Applications (Required)................................................2-32
Practice - Switch Responsibility (Required)..............................................................................................2-42
Solution Switch Responsibility (Required) ............................................................................................2-43
Field Colors ...................................................................................................................................................2-47
Creating and Saving a New Record...............................................................................................................2-48
Guided Demonstration - Creating and Saving a Record (Required)..........................................................2-49
Editing and Deleting a Record.......................................................................................................................2-50
Guided Demonstration - Retrieving and Deleting a Record (Required) ....................................................2-51
Using a List of Values ...................................................................................................................................2-53
LOV: Shortcuts..............................................................................................................................................2-54
Using Calendar ..............................................................................................................................................2-56
Clearing Data.................................................................................................................................................2-57
Copying Data from a Record.........................................................................................................................2-58
Searching for Information .............................................................................................................................2-59
Query Versus Find.........................................................................................................................................2-60
Using Find Mode ...........................................................................................................................................2-61
Using Query Mode ........................................................................................................................................2-63
Practice - Creating, Saving, Searching, Editing, and Deleting a Record (Required) .................................2-64
Solution - Creating, Saving, Searching, Editing, and Deleting a Record (Required) ................................2-66
Copyright 2007, Oracle. All rights reserved.
Customers ......................................................................................................................................................4-26
Practice - Creating a Customer in Receivables and Accessing from Order Management and Inventory
(Required)..................................................................................................................................................4-27
Solution: Creating a Customer in Receivables and Accessing from Order Management and Inventory
(Required)..................................................................................................................................................4-29
Sales Force.....................................................................................................................................................4-38
Employees .....................................................................................................................................................4-39
Practice - Creating a New Employee and Creating a Resource (Required)...............................................4-40
Solution: Creating a New Employee and Creating a Resource (Required) ...............................................4-42
Locations .......................................................................................................................................................4-57
Organizations.................................................................................................................................................4-58
Key Business Flows.......................................................................................................................................4-59
Forecast to Plan .............................................................................................................................................4-60
Procure to Pay................................................................................................................................................4-61
Demand to Build............................................................................................................................................4-63
Campaign to Order ........................................................................................................................................4-65
Click to Order ................................................................................................................................................4-67
Order to Cash.................................................................................................................................................4-69
Contract to Renewal ......................................................................................................................................4-70
Request to Resolution....................................................................................................................................4-72
Project to Profit..............................................................................................................................................4-74
People to Paycheck........................................................................................................................................4-75
Plan to Replenish ...........................................................................................................................................4-76
Benefits to Payroll .........................................................................................................................................4-77
Summary........................................................................................................................................................4-79
Fundamentals of System Administration ......................................................................................................5-1
Fundamentals of System Administration.......................................................................................................5-2
Course Objectives..........................................................................................................................................5-3
Introduction to Application Security .............................................................................................................5-4
Successive Layers of Access Control ............................................................................................................5-5
Increasing Flexibility and Scalability ............................................................................................................5-6
Self Service and Approvals ...........................................................................................................................5-8
Function Security...........................................................................................................................................5-9
Application Security: Overview ....................................................................................................................5-11
Defining an Application ................................................................................................................................5-13
Defining Data Groups....................................................................................................................................5-14
Use of Menu and Function Security to Modify Responsibilities...................................................................5-16
Importance of Responsibilities ......................................................................................................................5-17
Components of a Responsibility....................................................................................................................5-18
Defining a New Responsibility......................................................................................................................5-20
Defining a New Application User .................................................................................................................5-21
Assigning Responsibilities to Users ..............................................................................................................5-22
Practice - Creating a New User (Required) ...............................................................................................5-23
Solution: Creating a New User (Required)................................................................................................5-25
Managing Function Security..........................................................................................................................5-29
Menu Displays in the Navigator ....................................................................................................................5-30
Excluding Functions and Menus ...................................................................................................................5-31
Guided Demonstration - Creating a Responsibility by Using Menu Exclusions (Optional)......................5-33
Data Security .................................................................................................................................................5-34
Data Security Components: Objects ..............................................................................................................5-37
Grants ............................................................................................................................................................5-38
Permissions and Permission Sets...................................................................................................................5-39
Set Profile Options.........................................................................................................................................5-40
Profile Hierarchy Types.................................................................................................................................5-42
Profile Hierarchy Levels: Security ................................................................................................................5-43
Profile Hierarchy Levels: Organization.........................................................................................................5-44
Copyright 2007, Oracle. All rights reserved.
Cross-Validating Values................................................................................................................................6-73
Using Value Set Security...............................................................................................................................6-74
Using Shorthand Aliases ...............................................................................................................................6-75
Planning Decisions ........................................................................................................................................6-76
Freezing and Compiling the Definition .........................................................................................................6-78
Defining the Descriptive Flexfield Structure.................................................................................................6-79
Identifying a Descriptive Flexfield ................................................................................................................6-80
Determining the Descriptive Flexfield Name ................................................................................................6-81
Determining Available Resources .................................................................................................................6-82
Identifying Your Information Needs .............................................................................................................6-83
Identifying the Necessary Information ..........................................................................................................6-84
Grouping Information by Usage....................................................................................................................6-85
Isolate Common Information.........................................................................................................................6-86
Determine Different Contexts........................................................................................................................6-87
Descriptive Flexfield Components ................................................................................................................6-88
Using Global Segments .................................................................................................................................6-89
Context-Sensitive Segments ..........................................................................................................................6-90
Distinguishing Between Contexts..................................................................................................................6-91
Using Reference and Context Fields .............................................................................................................6-92
Using Reference Fields..................................................................................................................................6-93
Identifying Referenceable Columns ..............................................................................................................6-94
Using Context Fields .....................................................................................................................................6-95
Locating the Flexfield Definition ..................................................................................................................6-96
Storing Descriptive Flexfield Segments ........................................................................................................6-97
Freezing and Compiling the Definition .........................................................................................................6-98
Practice - Defining a Descriptive Flexfield with Context-Sensitive Segment (Required) .........................6-99
Solution: Defining a DFF with a Context-Sensitive Segment ...................................................................6-104
Defining Values.............................................................................................................................................6-116
Defining Values for a Value Set....................................................................................................................6-117
Modifying Value Definitions.........................................................................................................................6-118
Flexfield Enhancements ................................................................................................................................6-119
Summary........................................................................................................................................................6-122
Fundamentals of Multi-Org............................................................................................................................7-1
Fundamentals of Multi-Org ...........................................................................................................................7-2
Objectives ......................................................................................................................................................7-3
What Is Multi-Org? .......................................................................................................................................7-4
Basic Business Needs ....................................................................................................................................7-5
Organization Types Supported in the Multi-Org Model...............................................................................7-6
Types of Organizations Supported in the Multi-Org Model.........................................................................7-7
Business Group..............................................................................................................................................7-8
Ledger............................................................................................................................................................7-9
Legal Entity ...................................................................................................................................................7-10
Subledger Accounting (SLA) ........................................................................................................................7-11
Operating Unit ...............................................................................................................................................7-12
Balancing Entity ............................................................................................................................................7-13
Balancing Entity: Examples ..........................................................................................................................7-15
Inventory Organization..................................................................................................................................7-17
Sample Organization Structure......................................................................................................................7-18
Define the Organization Structure .................................................................................................................7-19
Adding to the Organization Structure............................................................................................................7-21
How Multi-Org Secures Data ........................................................................................................................7-22
Security Model ..............................................................................................................................................7-23
Data Security by Application.........................................................................................................................7-24
Global Registries ...........................................................................................................................................7-25
Practice - Understanding How Multi-Org Secures Application Data (Required)......................................7-26
Solution: Understanding How Multi-Org Secures Application Data (Required) ......................................7-28
Copyright 2007, Oracle. All rights reserved.
Summary........................................................................................................................................................8-73
Oracle Business Intelligence Products: Overview ........................................................................................9-1
Oracle Business Intelligence Products: Overview.........................................................................................9-2
Objectives ......................................................................................................................................................9-3
R12 Daily Business Intelligence: Overview ..................................................................................................9-4
Daily Business Intelligence: Introduction......................................................................................................9-5
Business Needs for Daily Business Intelligence............................................................................................9-6
Daily Business Intelligence in E-Business Suite ..........................................................................................9-8
Daily Business Intelligence: Coverage ..........................................................................................................9-9
Daily Business Intelligence Report Components ..........................................................................................9-12
Daily Business Intelligence Pages .................................................................................................................9-14
Daily Business Intelligence Parameters.........................................................................................................9-16
Daily Business Intelligence Regions .............................................................................................................9-18
Daily Business Intelligence Reports ..............................................................................................................9-19
Practice - Shipping Management Page ......................................................................................................9-21
Solution Shipping Management Page.....................................................................................................9-22
Oracle Fusion Business Intelligence: Overview ............................................................................................9-25
Oracle Fusion Business Intelligence: Introduction ........................................................................................9-26
Oracle Fusion Intelligence Products for EBS ................................................................................................9-27
Features of Fusion Intelligence......................................................................................................................9-30
Embedded Dashboards ..................................................................................................................................9-31
Guided Drilldown ..........................................................................................................................................9-32
Integrated Security.........................................................................................................................................9-33
Summary........................................................................................................................................................9-34
Preface
How This Course Is Organized
R12 Oracle E-Business Suite Essentials for Implementers is an instructor-led course featuring
lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the
concepts and skills introduced.
Additional Publications
Read-me files
Oracle Magazine
Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
Copyright 2007, Oracle. All rights reserved.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.