Oracle 11i Quick Start Guide Project LEAP http://bfa.sdsu.edu/leap/ Oracle 11i Quick Start Guide Summary of New Features in Oracle 11i Navigation Toolbar no longer a separate window. Message area at bottom of window instead of on toolbar. Tool name shows when mousing over a toolbar icon. New tools added: cut, copy, paste, close form . Tools deleted: hat, list of values, summary/detail. Alternate regions appear as tabbed regions; all region names are visible. Required fields have yellow background. Many menu items formerly found under Special now listed under Tools. To change responsibility: File > Switch Responsibility. To open list of values: click “…” next to field. To change password: Edit > Preferences > Change Password. To export a file into Excel: File > Export. To print current window, click printer icon on toolbar or choose File > Print from menu. Use new right-click menu to choose Cut, Copy, Paste, Folder menu, and help. Folders Can drag column to different location using mouse (except when using a MAC). Can change column width using mouse. Single right-click on column heading opens a window that prompts you to rename the column. General Ledger Enhanced drilldown capability: can view ALL details of Payables or Receivables transactions from within General Ledger. No need to switch responsibility, then perform separate query in the Payables or Receivables application. Sales tax is automatically calculated and encumbered for requisitions and purchase orders. Tax will be included in any encumbered amounts appearing in GL. New report: SDSU Encumbrance Detail report lists all current encumbrances for the time period and account range you specify, along with requisition number, purchase order number, and/or invoice number. Purchasing Sales tax is automatically calculated and encumbered for requisitions and purchase orders. When creating requisition, will see new “Tax Code” field with a default value of “SD Sales Tax”. IVC requestors will need to change the code to “IMPVA Sales Tax”. List of values now works for Approval Path and Forward To fields of Approve Document window; no longer need to use Ctrl-L to access list of values. San Diego State University February 25, 2002 Oracle 11i Quick Start Guide Accounts Payable SDSU Expense Distribution report has been replaced by SDSU Payables Account Analysis report. New report includes same data as the Expense Distribution. Enhanced drilldown capability: can view ALL details of Payables transactions from within General Ledger. No need to switch responsibility, then perform separate query in the Payables application. Accounts Receivable Enhanced drilldown capability: can view ALL details of Receivables transactions from within General Ledger. No need to switch responsibility, then perform separate query in the Receivables application. No changes in invoice entry. Labor Distribution No changes Fixed Assets No changes List of Commonly-Used Navigation Functions in Oracle 11i Function Toolbar Icons, Menu Items, & Keyboard Shortcuts to Perform Function Change responsibility Change password Export List of Values File > Switch Responsibility Edit > Preferences > Change Password File > Export “. . .” or Ctrl + L FLASHLIGHT icon OR View > Find View > Find All View > Query By Example > Enter OR F11 View > Query By Example > Run OR Ctrl + F11 View > Query By Example > Cancel OR F4 Tools > Preferences Tools > View Action History SAVE icon OR File > Save OR Ctrl + S CUT icon OR Edit > Cut COPY icon OR Edit > Copy PASTE icon OR Edit > Paste Edit > Undo Find Find All Begin Query Run Query Cancel Query Requisition Entry: Preferences Requisition Summary: View Action History Save Cut Copy Paste Undo San Diego State University February 25, 2002 Oracle 11i Quick Start Guide Toolbar Icons in Oracle 11i Each toolbar button replicates a commonly–used menu item. Depending on the context of the current field or window, a toolbar button can be enabled or disabled. Holding your mouse over the button displays the name of the button. The following table illustrates each toolbar button and the action it performs. New Opens a new record in the active form. Find... Displays the Find window to retrieve records. Show Navigator Displays the Navigator window. Save Saves any pending changes in the active form. Next Step Print... Updates the Process workflow in the Navigator by advancing to the next step in the process. Prints the current screen that the cursor is in. In some cases it may print a report associated with the current data. Close Form Closes all windows of the current form. Cut Cuts the current selection to the clipboard. Copy Copies current selection to the clipboard. Paste Pastes from the clipboard into the current field. Clear Record Erases the current record from the window. Delete Deletes the current record from the database. Edit Field... Displays the Editor window for the current field. Zoom Invokes customer–defined drill–down behavior. Translations... Invokes the Translations window. Not used at SDSU. Attachments... Invokes the Attachments window. If one or more attachments already exist, the icon changes to a paper clip on a piece of paper. Folder Tools Displays the folder tool palette. Window Help Displays help for the current window. San Diego State University February 25, 2002