307
PDF by http://www.k2pdf.com

Oracle Apps 11i Tutorial

Embed Size (px)

DESCRIPTION

Oracle Apps 11i Tutorial

Citation preview

  • PDF by http://www.k2pdf.com

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    2

    About Me Name: Dinesh Kumar S Degree: B.Tech, Computer Science Job: PL/SQL Developer Email: [email protected] About this Material This is a complete Technical guide for Oracle Apps Beginners. The tutorial starts with basics of ERP and slowly gets into oracle apps 11i concepts. All the concepts are explained with practical scenarios and with simple examples. The exercises will be given at the end of every chapter. Each & every step in the exercises is explained clearly with screenshots. For people who are all interested in technical or programming field in oracle apps, this material will be helpful in taking their first step towards oracle ERP. If anything found wrong in this material please mail to my personal id, So that it helps me to improve this material.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    3

    Contents Chapters Topic Page No.

    Chapter 1 Overview of ERP 4

    Chapter 2 Oracle Application Technical Terms 9

    Chapter 3 Overview of ERP Functional Flow (Financial Modules) 14

    Chapter 4 Essential Tools in Oracle 15

    Chapter 5 Application Architecture 19

    Chapter 6 Oracle Application Technology Layer 22

    Chapter 7 File Systems 24

    Chapter 8 Overview of Oracle Application Developer User Guide 28

    Chapter 9 Apps Login Screen 40

    Chapter 10 Oracle Metalink & eTRM 52

    Chapter 11 Designing Custom Application 67

    Chapter 12 Application Object Library (AOL) 75

    Exercise 1 Responsibility with Mandatory Component (Menu & Data Group) 84

    Exercise 2 Overview of Inventory Responsibility Menu Tree 98

    Exercise 3 Creating Customized menus for Customized Responsibility 118

    Exercise 4 Menu & Function Exclusion 135

    Chapter 13 AOL Concurrent Processing & Program 144

    Exercise 5 Defining a Concurrent program (Default Parameters) 146

    Exercise 6 Defining a Concurrent program (with user parameters) 154

    Exercise 7 Concurrent program with report executable 168

    Chapter 14 AOL Table Relations 180

    Chapter 15 Overview of Flexfield Concepts 187

    Exercise 8 Creating Accounting Flexfield Structure 194

    Exercise 9 Modifying Flexfield Definition 204

    Exercise 10 Enabling Descriptive Flexfield (DFF) 210

    Chapter 16 Oracle User Profile Options 223

    Exercise 11 Custom Profile Option for Responsibility 227

    Exercise 12 Custom Profile Option for User 238

    Chapter 17 Oracle Alerts 243

    Exercise 13 Creating Periodic Alert 244

    Exercise 14 Creating an Event Alert 267

    Exercise 15 Transferring & Deleting Alert Definitions 273

    Chapter 18 Oracle FNDLOAD - Generic Loader 281

    Chapter 19 SQL *Loader 287

    Exercise 16 Upload data using SQL *Loader 294

    Exercise 17 Upload data using SQL *Loader - Options 300

    REFERENCES Useful Links 306

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    4

    Chapter 1 Overview of ERP Consider Real Time scenario Business : Stationary shop Keeper. Dealer : Indian dealers Pvt. Ltd. Let us classify the business growth into 3 stages.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    5

    Entities Identified: Dealer !!!! VENDOR Shop Keeper !!!! OWNER People Buying items !!!! CUSTOMER Store Room !!!! INVENTORY

    Stage 1 Daily Job: Collect goods from vendor. Sell items/goods to customers. If any goods out of stock note it down to order it from vendor. Daily accounting Profit & loss.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    6

    Stage 2 After a year you business is developed & you are becoming a whole sale dealer. Changes in Business Many branches. Hire People for working. Maintaining a small database for the business. Transportation services. Daily Job: Collect goods from vendor & store it in inventory. Take order from shop keepers. Maintain a small database for goods, shopkeepers & employees. Using a computer for accounting. Delivering items to customers. Stage 3 Changes in business Worldwide Branches and customers. Developed as a Multinational Organization. International Transportation. Ecommerce, Phone marketing, etc. Workload in business Now the owner of the business cannot go to sites (all over the world) daily. He has to maintain a big database for his business to run continuously. Need to manage inventory activities (how much is sold, received items etc.). Need to maintain the employees and their benefits (Needs HR team). Need to calculate accounting (profit & loss for worldwide business). Asset management.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    7

    Therefore, to maintain & control these kinds of situations Oracle Corporation have created huge software known in the category of ERP (Enterprise Resource Planning) as Oracle Applications. To integrate all these activities and to run the business ERP is necessary.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    8

    Identifying the modules

    Modules Description General Ledger (GL) In banks they will be maintaining a Balance Sheet for credits &

    debits. In the same way oracle General Ledger module keep tracking of all transactions in the business.

    Inventory (INV) It is the place where your item stocks are stored. All the Physical items/goods coming in and going out will be tracked. Thus inventory is heart of the business.

    Purchasing (PO) This module manages all the purchasing order that deals with business. This has information about Requisition, Po, Supplier, Shipment details of the order.

    Order Management (OM) It is required to manage & control the sales order fulfillment. It manages the order book, order entry, ATP(Available to Promise) etc.

    Account Payables (AP) It handles all the payment you have to pay to the vendors. Oracle Payables allows invoice entry, payment entry, and payment voiding in open accounting periods.

    Account Receivables (AR) It allows you to create invoice, answers invoice related customer queries, it runs AR reports, records and schedule collection activities. Simply, it summarizes all the payments you need to get from the customer.

    Human Resource (HRMS) This module deals with HR activities (Related to employees etc.) Including recruiting performance management, learning, compensation, benefits, payroll, time management, and real time analytics.

    Asset Management It deals with the administrative cost related to business like electricity, maintenance of building,, furnitures etc.

    Projects This module deals with the cost associated with the projects. Which includes project costing, billing, time & expenses etc.

    Work in Progress (WIP) Oracle Work in Process is a complete production management system. Supports discrete, project, repetitive, assemble-to-order, work order-less, or a combination of manufacturing methods. Inquiries and reports give you a complete picture of transactions, materials, resources, costs, and job and schedule progress.

    Cost Management Helps you effectively manage and control your cash cycle. It provides comprehensive bank reconciliation and flexible cash forecasting.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    9

    Chapter 2 Oracle Application Technical Terms Approver Person who has authority to approve requisition or PO (Purchase order). ASN Advance Shipment Notice The external supplier ships the goods directly to the 3rd Party customer and confirms the shipment through the use of an Advanced Shipment Notice (ASN). You should take a note, Oracle uses this ASN to record a receiving transaction into inventory followed by an immediate logical shipping transaction. From these transactions, conveyance of title takes place and the customer can be invoiced and the suppliers invoice can be processed. ATP: Available to Promise Available to promise (ATP) inventory consists of on-hand inventory minus inventory allocated for backorders and reserved inventory. ATP inventory is the inventory that is available to fulfill orders. The ATP support provides the ability to allocate from existing inventory or backorder from expected inventory and obtain an estimated availability time once it has been ordered for each order item. Buyer Buyer is a person who purchases finished goods, typically for resale, for a firm, government, or organization. Back Order Backorder is a distribution term that refers to the status of items on a purchase order in the event that some or all the inventory required to fulfill the order is insufficient to satisfy demand.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    10

    Customer A customer refers to individuals or households that purchase goods and services generated within the economy. Change Order A document containing the changes made in approved purchase order. Charge of Accounts The account structure used to record transactions and maintaining account balance in GL. Deliver-to-Location Actual physical location where goods to be delivered. Drop Ship Drop shipping, a retailing practice of sending items from a manufacturer directly to a customer. General Ledger Maintains all accounting transactions i.e. Balance sheet (Contains credits, debits to calculate profit & loss). I-Procurement One of the oracle self- servicing application for ordering goods or services. Internal Purchase Order A purchase order to another department within the organization.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    11

    Item Type Indicating whether one is requesting goods billed by quantity or services or by amount. Invoice An invoice or bill is a commercial document issued by a seller to the buyer, indicating the products, quantities, and agreed prices for products or services the seller has provided the buyer. An invoice indicates the buyer must pay the seller, according to the payment terms. Item A physical quantity. Notification A electronic message that is involved when a specific business condition or rule is met. Payment terms Rules used to calculate the due date & payment date for payment of a transaction based upon invoice date. Pay site A Supplier site that is designated to receive payments. Preparer An individual who is authorize to create a requisition.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    12

    Purchase Order (PO) Purchase order (PO) is a commercial document issued by a buyer to a seller, indicating the type, quantities and agreed prices for products or services the seller will provide to the buyer. Sending a PO to a supplier constitutes a legal offer to buy products or services. Acceptance of a PO by a seller usually forms a once-off contract between the buyer and seller so no contract exists until the PO is accepted. Pack Slip A pack slip denotes what should be "packed" for a delivery. It may consolidate several orders to a route, truck or customer. In Short, a pack slip facilitates the method in which orders are consolidated/ organized and shipped to a customer. "Pack" - pack up the truck Pick Slip A pick sheet denotes what items to pull from inventory. it too may be derived from consolidated orders. In short, a pick slip facilitates the method/order/consolidation of picking items from inventory. "Pick" - pick it from inventory Receiver An individual who is responsible for online receipt of goods & services. Requestor An individual who has identified a need of goods or services.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    13

    Requisition A requisition is a request for something, especially a formal written request on a pre-printed form. Responsibility It is a pre-defined set of menus, forms & form functions assigned to each user. Supplier/Vendor A supplier is "... a person who is a manufacturer, processor or packager of a controlled product or a person who, in the course of business, imports or sells controlled products". Sales Order The sales order, sometimes abbreviated as SO, is an order received by a customer from a business. A sales order may be for products and/or services.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    14

    Chapter 3 Overview of ERP Functional Flow (Financial Modules) Note: This functional flow is not complete process. For understanding purpose I have explained in simple way for beginners.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    15

    Chapter 4 Essential Tools in Oracle

    Oracle Reports Oracle Forms Workflow Builder Toad SQL Developer SQL Navigator Discoverer Reports XML/BI Publisher ADI: Application Desktop Integrator Putty

    Oracle reports Oracle Reports is a tool for developing reports against data stored in an Oracle database. Oracle Reports consists of Oracle Reports Developer (a component of the Oracle Developer Suite) and Oracle Application Server Reports Services (a component of the Oracle Application Server). Oracle Forms Oracle Forms is a tool (somewhat like Visual Basic in appearance, but the code inside is PL/SQL) which allows a developer to quickly create user-interface applications which access an Oracle database in a very efficient and tightly-coupled way. Workflow Builder Business process involves exchange of information between entities within and with entities outside the organization. In e-business some these messages are communicated through internet. For efficient exchange of information between processes., you need to implement an efficient workflow management system. This is done with the help of workflow builder.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    16

    Toad TOAD is a database administration and SQL development software application from Quest Software. It is widely used by Oracle developers and DBAs (database administrators). SQL Developer You can use Oracle SQL Developer to connect, run, and debug PL/SQL. SQL Navigator Database Applications of our age are becoming exceedingly complex, so are the databases that support them. Though all information related to meta-data can be retrieved from dictionary tables of Oracle, SQL Navigator provides all this in one IDE. Apart from getting all necessary information from Dictionary, SQL Navigator also provides the user with an interactive view of data in all tables. Code debugging tools offer a great deal of ease in debugging and tuning back-end stored programs. Discoverer Reports Discoverer is an integrated, intuitive, and interactive business intelligence solution, giving you complete coverage of everything related to report creation and delivery, from data preparation in the database, to final presentation in an interactive dashboard.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    17

    XML/BI Publisher Oracle XML Publisher is a template-based publishing solution delivered with the Oracle E-Business Suite. It provides a new approach to report design and publishing by integrating familiar desktop word processing tools with existing E-Business Suite data reporting. At runtime, XML Publisher merges the custom templates with the concurrent request data extracts to generate output in PDF, HTML, RTF, EXCEL (HTML), or even TEXT for use with EFT and EDI transmissions. Oracle ADI (Application Desktop Integrator) Oracle ADI is a spreadsheet-based extension to Oracle Applications that offers full cycle accounting and asset management within the comfort and familiarity of a spreadsheet. Oracle ADI combines a spreadsheets ease of use with the power of Oracle Applications, to provide true desktop integration during every phase of your accounting cycle. You can create budgets, record transactions, add assets, reconcile inventory, and run financial statements and inventory reports all without leaving your spreadsheet. Putty PuTTY is a terminal emulator application which can act as a client for the SSH, Telnet, rlogin, and raw TCP computing protocols.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    18

    Please zoom out for viewing it.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    19

    Chapter 5 Application Architecture

    The Oracle Applications Architecture is a framework for multi-tiered, distributed computing that supports Oracle Applications products. In this model, various servers are distributed among multiple levels, or tiers. Server - is a process or group of processes and provides a particular functionality/service For example, Database Server listens and process database requests, and similarly Web Server listens for and processes HTTP requests. Tier - is a logical grouping of services, may be on single machine or spread across more than one physical machine. The three-tier architecture that comprises an Oracle E-Business Suite installation is made up of, 1. Database Tier 2. Application Tier 3. Desktop Tier

    Form Server

    Report Server

    HTTP Server

    Concurrent Processing Server

    Discoverer Server

    Administration Server

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    20

    Database tier Which supports and manages the Oracle database? Application Tier This supports and manages the various Applications components, and is sometimes known as the middle tier. Desktop Tier This provides the user interface via an add-on component to a standard web browser Node - is referred as Machine, Each tier may consist of one or more node and each node can potentially have more than one tier. Each tier may consist of one or more nodes, and each node can potentially accommodate more than one tier. On the database tier, there is increasing use of Real Application Clusters (RAC) , where multiple nodes support a single database instance to give greater availability and Scalability. The connection between the application tier and the desktop tier can operate successfully over a Wide Area Network (WAN). This is because the desktop and application tiers exchange a minimum amount of information, for example field value comparison Differences

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    21

    Desktop Tier Application Tier

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    22

    Chapter 6 Oracle Application Technology Layer The Oracle Applications technology layer lies between the Oracle Applications technology stack and the Oracle Applications product-specific modules. It provides features common to all Oracle Applications products. Products in the Oracle Applications technology layer include: Oracle Applications DBA (AD) Oracle Applications Object Library (FND) Oracle Applications Utilities (AU) Oracle Common Modules (AK) Oracle Workflow (WF) Oracle Alert (ALR) Oracle Applications Framework (FWK) Oracle XML Publisher (XDO) 1. Oracle Applications DBA (AD) The Applications DBA product provides a set of tools for administration of the Oracle Applications file system and database. AD tools are used for installing, upgrading, maintaining, and patching the Oracle Applications system. 2. Oracle Common Modules (AK) AK is an active data dictionary that enables you to define Oracle Applications components for the HTML-based Applications, and generate many of the characteristics of Oracle Applications at runtime. The Oracle Common Modules can be used to develop inquiry applications for the HTML-based Applications, without the need for any programming. They allow storage of language-translated labels for all the attributes on a transaction page, thus assisting with the provision of support for multiple languages.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    23

    3. Oracle Applications Utilities (AU) The Applications Utilities (AU) component is used to maintain the Oracle Applications system. AU hosts a collection of files copied from other products. This allows generating on-site classes of files such as Forms and reports. Generating forms or reports may require access to shared PL/SQL libraries, so these files are copied to AU_TOP as well. 4. Oracle Application Object Library (FND) The Oracle Application Object Library is a key component of the Applications technology layer. It consists of a collection of reusable code, programs, and database objects that provides common functionality across all products. Also Makes System Administration easier. 5. Oracle Workflow (OWF) Oracle Workflow provides an infrastructure for the enterprise-wide communication of data related to defined business events using graphical workflow builder. Acting as a system integration hub, Oracle Workflow can apply business rules to control objects and route them between applications and systems. 6. Oracle Alert (ALR) Oracle Alert (ALR) allows you to email system notifications to users when an exception or event has occurred. 7. Oracle XML Publisher (XDO) XML Publisher utilizes the XSL-FO standard to transform XML data into a formatting object (FO). Chapter 6

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    24

    Chapter 7 File Systems An Oracle Applications Release 11i system utilizes components from many Oracle products. These product files are stored below a number of key top-level directories on the database and application server machines.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    25

    Application Directory Structure Data Directory

    o This file system contains .dbf files of oracle db. o Rapid installation installs system, data and index files in directories below

    several mount points (Can be specified during installation). DB & ORA Directory Oracle application supports linking program using tool from 2nd / 3rd version of DB. ORACLE_HOME is used for backward compatibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    26

    Application Directory All application files are stored here. It is also known as APPL_TOP. It contains:

    o Core technology files. o Product files & directories. o .env application environment file(Unix) & .cmdon (Windows).

    Product Directory

    o Each product has its own directory under APPL_TOP.

    o Sub Directories are named based on the product standard abbreviation.

    For E.g. GL for general ledger.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    27

    COMN Directory COMN or COMMON_TOP directory contains files used by different oracle application products and used with third party products. Admin It is default location for concurrent manager log and output directories. Html OA_HTML environmental settings points to HTML Directory. Oracle application based sign-on screen & HTML files are installed here. Also it contains files like JSP,XML etc. Java JAVA_TOP points to java directory. This contains oracle application JAR files and ZIP files. Portal This contains portal files. Portal is a webpage that provide access to post install task that is necessary for application Temp Used for caching oracle products like reports. Util This contains JDE, JRE & ZIP utility. Script This contains application tier control scripts such as adstrtal.sh & adstpall.sh which are located in sub directory.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    28

    Chapter 8 Overview of Oracle Application Developer User Guide

    Coding Standards Setting up Application Framework PLSQL coding Standard Menus & Function Security User Profiles Flex fields Concurrent Processing

    1. Coding Standards If you want to build custom application code that integrates with and have same look and feel as oracle application, these standards should be followed. The libraries & procedures that are packed with oracle application follow these standards. Coding with Handler Handlers are group of packaged procedure. To organize Plsql Code in forms, to develop maintain & debug easily. Different type of handlers:

    1. Item 2. Table 3. Business rules

    Oracle Application Object Library (AOL): It includes:

    1. Starting forms a) TEMPLATE b) APPSTAND

    2. PLSQL Libraries 3. Development Standards

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    29

    Shared Objects It relies on object referencing capabilities i.e. it allow object to reuse across master forms. If any changes are made it affects the objects (Inherit Property). APPSTAND Form It contains master copy of shared objects. TEMPLATE Form It is starting point for developing new forms. It references to many APPSTAND objects. Start developing new forms by copying these files in location: $AU_TOP/Forms/US FND Menu Oracle application default menu contained in: $AU_TOP/resources/US Note: Do not modify this file. Property Clause These are set of attributes that can be applied to almost any oracle form object.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    30

    2. Setting up Application Framework Oracle Applications and custom applications that integrate with Oracle Applications rely on having their components arranged in a predictable Structure. This includes particular directory structures where you place reports, forms, programs and other objects, as well as environment variables and application names that allow Oracle Application Object Library to find your application components. Points to be noted while setting up Framework

    i. Set Up Your Application Directory Structures. ii. Register Your Application. iii. Modify Your Environment Files. iv. Set Up and Register Your Oracle Schema. v. Create Database Objects and Integrate with APPS Schema. vi. Add Your Application to a Data Group. vii. Set Up Concurrent Managers. 3. PLSQL Coding Standard Some essential points to be considered while programming:

    a) Always use packages. b) Client side package size

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    31

    f) Initializing Parameters: i. Use default instead of :=

    g) Formatting PLSQL Code: i. Within package define private variable first & then private procedure

    then public procedures. h) Avoid RAISE_APPLICATION_ERROR. i) Use END_MESSAGE for exceptions.

    4. Menus & Functional Security It restricts application functionality to authorized users. System admin implements by creating responsibilities that include or exclude particular function. Function Its an application functionality that is included or excluded in a menu. Types of functions:

    i. Form function It invokes oracle form developer forms. ii. Sub-Function:

    A function executed within a form. These functions are associated with graphical elements or buttons.

    iii. Non- Form Function: It is also called as self service function. Some functions include Other type of code like java, html, jsp etc on a menu Responsibility.

    Menu A menu is hierarchical arrangement of functions that appears in navigator. Each responsibility has menus associated with it. Menu Entry: Its an menu component that identifies menu of functions or functions.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    32

    Responsibility It defines application user current privileges like functions that user can access, concurrent program user can run & application DB account connected to data group. Forms & Sub Functions Form is special class of functions that differ from sub function in following ways:

    a. Forms appear in navigator window whereas sub functions cannot. b. Forms can exit their own. Sub functions can be only called by logical object

    within a form. Form Security API for Plsql Procedure:

    1. FND_Function.Test Tests particular function is currently accessible or not.

    2. FND_Function.Query Tests function is accessible and return information.

    3. FND_Function.Execute It executes form function that is attached only to forms. 4. FND_Function.User_function_name It returns user function name. 5. FND_Function.Current_Form_Function It returns function name with current form which is called.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    33

    5. User Profiles It is a set of changeable options that affect the way when application runs. AOL treats user profile as hierarchy where in user at top and next is responsibility. Site Level Affects all applications. Application Level Affects particular application. Responsibility Level Affects application runs for all user of Responsibility. User Level It affects the way application runs for application user. FND_PROFILE It is a user profile API. We can manipulate the value stored in client and server side. Client side Server side Form A ! Form B Form A ! Form B (Change in A affects B (Change in A not affects B) & vice versa) 1. FND_Profile.Put

    Puts value to specified user profile.

    2. FND_Profile.Get Gets current value for user profile option or NULL if data does not exits.

    3. FND_Profile.Value It is similar to GET except it returns value as a function result.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    34

    6. Flexfield Flex field is made up of segments. Each segment has a name & set of valid values. Types of Flexfield

    a. Key Flexfield (KFF) b. Descriptive Flexfield (DFF)

    Note: Segments Corresponds to column in oracle table. Oracle application uses KFF to represent Intelligent Keys with unique ID numbers. ID numbers requires only one column whereas intelligent key requires multiple columns. Key Flexfield Key flexfield represents an intelligent key that uniquely identifies an application entity. Each KFF has a name and specific set of valid values (Value sets). Descriptive Flexfield Its a additional information, not stored in application or strictly for reference when viewed on screen. DFF can be created by using any of attribute columns. When to use KFF

    i. To uniquely identify an application entity with an intelligent key. Where key can be a multi part & each one have some value.

    ii. To integrate your application with oracle application.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    35

    7. Concurrent Processing Mechanism provided in oracle e-Business Suite (EBS) to facilitate background processing of,

    1. Reports 2. Batch Runs 3. Longer Transaction

    It is a series of background managers. Separate program that control background processing (i.e. Request) that are:

    a. Initiated on demand by user b. Scheduled

    In EBS concurrent manager (CM) schedules the work, and concurrent request (CR), do the work. Eg. Queen bee assign job to its worker bees. Components of Concurrent Processing Two basic components:

    1. Concurrent Manager (CM) 2. Concurrent Request (CR)

    Concurrent Managers

    " Internal Concurrent Manager (ICM) " Standard Manager (SM) " Specific Concurrent Manager (SCM) " Conflict Resolution Manager (CRM)

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    36

    Internal Concurrent Manager It is boss of all managers. It controls behavior of all other managers. Runs before any other manager runs or activated. Starts & shuts down individual concurrent manager. Reset other manager after one of them has a failure. Standard Manager Its function is to run any reports and batch jobs, which have not been defined in any other project manager. Specific Concurrent Manager It includes inventory manager, CRP inquiry manager and receivables tax manager. Conflict Resolution Manager It handles scheduling conflict. It Checks concurrent program definition for incompatibility rules. Concurrent Request It is the worker that gets scheduled and controlled by concurrent manager. Life cycle of Concurrent request:

    1. Pending 2. Running 3. Completed 4. Inactive

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    37

    Pending: Request waiting to be run. Running: Request is processing. Completed: Request is finished processing. Inactive: Request cannot be run. Different ways script attached to Concurrent Program # SQL script # SQL *Loader Program # Java Program # Oracle Report # PLSQL Program (Stored Procedure / Packages) # UNIX shell script # Pro *C # Perl

    Value Sets Its a set of values. Need: We dont want the user to insert junk values into all fields, so oracle application validates whether correct data is entered in fields. Value sets are attached to segments in flexfield (KFF). Note: In reality oracle treat parameter as DFF. Types of Validation

    1) None 2) Independent 3) Dependent 4) Table 5) Special 6) Pair 7) Tran stable Independent 8) Tran stable Dependent

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    38

    None Validation is minimal. Independent The data input is based on previously defined list of values. Dependent The data input is checked against a defined set of values. Table The data input is checked against values in a table. Special The data input is checked against a flex-field. Pair The data input is checked against two flex-field specified range of values. Translatable independent The data input is checked against previously defined list of values. Translatable dependent The data input is checked against defined set of values.

    Changes You Should Never Make

    You should never make these types of changes (old value set to new value set) because you will corrupt your existing key flex-field combinations data:

    . Independent to Dependent

    . Dependent to Independent

    . None to Dependent

    . Dependent to Table

    . Table to Dependent

    . Translatable Independent to Translatable Dependent

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    39

    . Translatable Dependent to Translatable Independent

    . None to Translatable Dependent

    . Translatable Dependent to Table

    . Table to Translatable Dependent

    Lookups It is set of codes and their meaning.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    40

    Chapter 9 Apps Login Screen Type the URL of the server to see the apps screen.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    41

    Then you can see the apps log in page. Enter the username & password.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    42

    If the username & password is valid, the user is redirected to a page where he/she can see their responsibilities assigned to them by system administrator.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    43

    Now click on to application developer responsibility. The window will be redirected to application developer screen.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    44

    Choose any one of the function of your choice.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    45

    Note: Do not close this window. If you close, the application session will be terminated.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    46

    Now the application developer Navigator Form is opened. Now click any option in navigator that will open its related form.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    47

    Switching Responsibility Choose any responsibility you want to switch.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    48

    Now the responsibility is changed to inventory. Exit Oracle Application

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    49

    Oracle Application Toolbar

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    50

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    51

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    52

    Chapter 10 Oracle Metalink & eTRM Metalink: For technical assistance metalink will be useful. It also contains forums you can post your query & any registered used will reply for your query. URL: http://metalink.oracle.com/ Metalink: log in screen:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    53

    After logging into metalink the following page you can see:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    54

    For quicker access uses quick find.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    55

    For advance search click Advance Search tab.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    56

    You can even search based on Bug number, date modified etc. or bug details.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    57

    For updated or new oracle patches details go to Patches & Updates tab.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    58

    eTRM: For technical related documents like user guide, Table related information, AOL details you can refer etrm. This is a place you can download all technical references related to oracle apps 11i, 12i. URL: http://etrm.oracle.com/

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    59

    When you press the link the following page is shown: At left side you can see the DB versions.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    60

    Let us go to the link 11.5.10. Now we will go to FBD Data. At left side you can see the Modules list.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    61

    Now let use search some tables related to purchase module.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    62

    At left side you can see the list of tables. For viewing those table details click the table name. Let us click PO_HEADERS_ALL.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    63

    At this page you can see the relation of PO_HEADERS_All tables with other tables. It shows Primary & foreign key relation.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    64

    When we press po.po_headers_all , you can see the column details.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    65

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    66

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    67

    Chapter 11 Designing Custom Application Note: For Knowledge purpose you can go through this custom application creation process. (As I have not worked with customization, this below customization part alone is referenced from internet.)

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    68

    Custom Applications are required if you are creating new forms, reports, etc. This allows you to segregate your custom written files from the standard seeded functionality that Oracle Applications provide. Customizations can therefore be preserved when applying patches or upgrades to your environment. 1) Make the directory structure for your custom application files. cd $APPL_TOP mkdir fz mkdir fz/11.5.0 mkdir fz/11.5.0/admin mkdir fz/11.5.0/admin/sql mkdir fz/11.5.0/admin/odf mkdir fz/11.5.0/sql mkdir fz/11.5.0/bin mkdir fz/11.5.0/reports mkdir fz/11.5.0/reports/US mkdir fz/11.5.0/forms mkdir fz/11.5.0/forms/US mkdir fz/11.5.0/$APPLLIB mkdir fz/11.5.0/$APPLOUT mkdir fz/11.5.0/$APPLLOG 2) Add the custom module into the environment Apply ADX.E.1 and add the entry to topfile.txt as a standard product top entry . Customised environment variables can be added to AutoConfig by using the filename specificed by s_custom_file, which is then called from the APPSORA.env file. If using Forms Listener Servlet, you may also need to add $CUSTOM_TOP to formsservlet.ini in $APACHE_TOP/Jserv/etc

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    69

    3) Create new tablespace for database objects create tablespace FZ datafile '/u01/oracle/visdata/fz.dbf' size 10M default storage(initial 10k next 10k) 4) Create schema create user fz identified by fz default tablespace fz temporary tablespace temp quota unlimited on fz quota unlimited on temp; grant connect, resource to fz; 5) Register your Oracle Schema. Login to Applications with System Administrator responsibility Navigate to Application-->Register Application = FZ Custom Short Name = FZ Basepath = FZ_TOP Description = FZ Custom Application 6) Register Oracle User Naviate to Security-->Oracle-->Register Database User Name = FZ Password = FZ Privilege = Enabled Install Group = 0 Description = FZ Custom Application User 7) Add Application to a Data Group Navigate to Security-->Oracle-->DataGroup Data Group = FZGroup Description = FZ Custom Data Group Click on "Copy Applications from" and pick Standard data Group, then add the following entry. Application = FZ Custom Oracle ID = APPS Description = FZ Custom Application

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    70

    8) Create custom request group This will act as a placeholder for any custom reports we wish to make available for the Custom Responsibility Navigate to Security-->responsbility-->Request Group = FZ Request Group Application = FZ Custom Code = FZ Description = FZ Custom Requests We will not define any requests to add to the group at this stage, but you can add some now if required. 9) Create custom menu This will act as a placeholder for any menu items we wish to make available for the Custom Responsibility. We will create two menus, one for Core Applications and one for Self Service. Navigate to Application-->Menu Menu = FZ_CUSTOM_MENU User Menu Name = FZ Custom Application Menu Type = Description = FZ Custom Application Menu Seq = 100 Prompt = View Requests Submenu = Function = View All Concurrent Requests Description = View Requests Seq = 110 Prompt = Run Requests Submenu = Function = Requests: Submit Description = Submit Requests Menu = FZ_CUSTOM_MENU_SSWA User Menu Name = FZ Custom Application SSWA Menu Type = Description = FZ Custom Application Menu for SSWA

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    71

    10) Create new responsibility. One for Core Applications and One for Self Service (SSWA) Navigate to Security-->Responsibility-->Define Responsibility Name = FZ Custom Application = FZ Custom Responsibility Key = FZCUSTOM Description = FZ Custom Responsibility Available From = Oracle Applications Data Group Name = fzGroup Data Group Application = FZ Custom Menu = FZ Custom Application Request Group Name = FZ Request Group Responsibility Name = FZ Custom SSWA Application = FZ Custom Responsibility Key = FZCUSTOMSSWA Description = FZ Custom Responsibility SSWA Available From = Oracle Self Service Web Applications Data Group Name = fzGroup Data Group Application = FZ Custom Menu = FZ Custom Application SSWA Request Group Name = FZ Request Group 11) Add responsibility to user Navigate to Security-->User-->Define Add FZ Custom responsibility to users as required. 12) Other considerations You are now ready to create your database Objects, custom Reports, Forms, Packages, etc Create the source code files in the FZ_TOP directory appropriate for the type of object. For example forms would be located in $FZ_TOP/forms/US or package source code in $FZ_TOP/admin/sql for example.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    72

    Database Objects, such as tables, indexes and sequences should be created in the FZ schema, then you need to

    a) Grant all privilege from each custom data object to the APPS schema. 1. For example : logged in as FZ user

    i. grant all privileges on myTable to apps; b) Create a synonym in APPS for each custom data object

    1. For example : logged in as APPS user i. create synonym myTable for fz.myTable;

    Other database objects, such as views and packages should be created directly in the APPS schema.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    73

    Database User Creation & Registration

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    74

    Add Application to Data Group

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    75

    Chapter 12 Application Object Library (AOL)

    Collection of pre-built application components and facilities. Contains shared components forms/reports/concurrent/database

    objects/libraries/menus/flex field definitions. Coding Standards use AOL.

    Role of AOL

    Oracle AOL links all the objects of oracle application. It stores & contains the information & details about the data in file system. The object includes apps tables, user information, directory information, forms,

    reports, form functions, Log files etc. Thus AOL is a backbone of oracle apps 11i, which integrates all the objects &

    derives a relation between them.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    76

    AOL Responsibilities The responsibilities associated with AOL operations.

    System Administrator Application Developer

    Application Developer

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    77

    System Administrator

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    78

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    79

    Apps Component Structure

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    80

    APPLICATION SECURITY MANAGEMENT Security Management Involves:

    1. Creating a user. 2. Assigning Responsibilities to the user.

    Responsibility It is a collection of authorizations provided to a user. It Includes

    i. Access to specific application. ii. Set of books iii. Restricted list of windows. iv. Functions & reports.

    Responsibilities can be shared by several users. Oracle applications are installed with pre defined responsibilities. Components of Responsibilities

    1) Data group (mandatory) 2) Request Security group (optional) 3) Menu (mandatory) 4) Functions & menu Exclusion (optional)

    We can modify existing responsibility if so it affects users who share these responsibilities. We can include or exclude function in responsibility. We can use request group to add program or report privileges to responsibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    81

    Define a new responsibility by System administrator responsibility. Navigation: System Administrator ! Security ! Define (responsibility)

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    82

    1. Data Group

    It is mandatory for defining responsibility. It defines relation between oracle application & oracle IDs accessible to

    responsibility. It determines DB account accessible by forms, concurrent programs & reports.

    Data groups in oracle applications are automatically defined. Note: AOL of an application is automatically included in definition of data group. Uses of Data Group " It identifies the oracle ID belongs to which forms whenever user selects a

    responsibility. " It enables concurrent manager to match applications that owns report or

    concurrent program with unique oracle ID. 2. Menu It is hierarchical list of various application forms that are displayed in navigator window. It can also point to non form functions. It is mandatory.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    83

    3. Function Security It is mechanism used to control user access to application functionality. Function: It is a set of code that is executed only if function name is present in list maintained within responsibility. Responsibilities have list of functions. Types of Function

    i. Form Function ii. Non Form Function

    Form Function: Invokes oracle form and accessible from navigation window. Non Form Function It is subset of functionality of form. # A menu is hierarchical arrangement of functions, menus of function and sub

    menus. # To exclude a group function we need to exclude menu function responsibility.

    4. Function & Menu Exclusion Exclusions are used against a responsibility to limit its menu and function access privileges. It is optional. Menu Exclusion !!!! Exclude all menu & function Functions Exclusion !!!! Excludes occurrence of functions within menus.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    84

    Exercise 1 Responsibility with Mandatory Component (Menu & Data Group) Description: Let us create a responsibility with default data group & menu. Instruction:

    1. Create a Responsibility of your choice. 2. Assigns standard Data Group to it. 3. Also assign default Menu to it. 4. Save the responsibility. 5. Create a user & assign this responsibility. 6. Login as the user & check the responsibility is assigned correctly.

    Note: To create a responsibility you should have System Administrator Responsibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    85

    Log in as system administrator. In Function Navigator select Define under Responsibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    86

    The responsibility form opens. Now assign a name of your choice. Here I have given responsibility name as BSL ADMIN . Select Application as Application Object Library (AOL). Responsibility key name can be users choice. Here I have given the name as BSL_ADMIN_KEY. Description of your choice.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    87

    Effective date is the date from and to which this responsibility is active. Default from date is sysdate. You can make this responsibility effective from date of your choice.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    88

    Now assign standard Data Group to the responsibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    89

    Choose data group Application as AOL.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    90

    Now Choose Menu. Here I have chosen existing menu Administrator Menu.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    91

    Now save the responsibility you have created.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    92

    Now define a user and assign this responsibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    93

    Type the password twice.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    94

    Now assign responsibility BSL ADMIN to the user.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    95

    IF Effective dates are given that responsibility or user is active / valid for those days only. If it is blank it will be active till administrator deactivates it. Save it. Now log in as new user.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    96

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    97

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    98

    Exercise 2 Overview of Inventory Responsibility Menu Tree Description: Now we will check out the existing Inventory in detail. Here we are going to analyze what are all the responsibility components that are assigned to inventory responsibility. Instruction: $ Select Responsibility "Inventory". $ Analyze the Mandatory responsibility components.

    # DataGroup # Menu

    $ Check out the DataGroup. $ Analyze the Menu assigned to Responsibility. $ Check out for Sub Menus in Menus. $ Check out for Form Functions assigned to Menu or Sub Menu. $ Finally check to which form these Form Functions are assigned.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    99

    Step 1: Log in as administrator. Navigate to Responsibility /define

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    100

    Step2: Press F11 for query mode and to search a responsibility press Ctrl + F11.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    101

    Step 3: Now we will analyze the Data Group. The Data group assigned to this responsibility is Standard and application is Inventory. Now Let us go to the navigator window.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    102

    Now navigate to ORACLE/DataGroup. Query the data group.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    103

    The following application are assigned to that data group.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    104

    Data groups will be created by DBA people. So no need t worry. Just know the concepts.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    105

    Step 4: Now coming to Menu the default menu assigned to inventory responsibility is INV_NAVIGATE. Let us check out the menu by navigating to Application/Menu. Query the menu.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    106

    The menu structure as below.

    Lets us check out the MENU TREE. Click View Tree Tab to see the menu tree. The Seq number tells us the order in which menu is structured.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    107

    At left side you can see the order in which the functions are arranged. At right side you can see the menu detail info. Now you can see transaction is a menu & it has sub menu Receiving within it.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    108

    You can verify this in the main page (or) in Inventory Responsibility Navigator window.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    109

    Inventory Navigator window. Now let us check the menu Transaction assigned to menu INV_NAVIGATE. The name assigned to transaction is INV_TRANSACTIONS.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    110

    Now query that transaction menu.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    111

    Now let us see the menu tree.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    112

    Now let us check out the functions associated with the menu INV_TRANSACTIONS

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    113

    Summary Topics we have seen. Responsibility --> Menu. Responsibility: Inventory. Menu: INV_NAVIGATE Menu --> Sub Menu Menu: INV_NAVIGATE Sub Menu: INV_TRANSACTIONS Now we are going to see the functions associated with sub menu. Sub Menu --> Functions Sub Menu: INV_TRANSACTIONS Functions: Sub inventory Transfer, Interorganization Transfer, Miscellaneous Transaction etc..

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    114

    Step 5: Now navigate to Application / Functions. Then query the function.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    115

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    116

    Go to Property tab to view the property of the function & its type.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    117

    If you go to Form tab you can see the complete details about the form functions. Now you can see this particular Form Function is attached to the form (.fmx) Inventory Transactions.

    You can find the forms in the following folder APPL_TOP/PO/11.5.10.2/forms.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    118

    Exercise 3 Creating Customized menus for Customized Responsibility Description: Now we are going to create customized menu for a customized responsibility from the existing defined menus in oracle application. Every business have some business flow of their choice. For this exercise consider we are going to create a normal user with limited functionality. So, I have taken selected functions from the existing oracle application menu, to create customized responsibility as below. System Administrator (only user defining rights) Application Developer (Only Defining Concurrent Program) GL Super User (Open & Close Calendar Periods) Instructions: Prerequisites: Assume Forms & Form Functions are already created by oracle apps DBA. Create a Customized Sub menu for the above responsibilities. Now assign these Sub menus to other Main menu. Define a customized Responsibility & assign the data group & this customized Main Menu. Now create a user & assign this responsibility to it. Log in as the user.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    119

    Remember we should always follow the below Function Security flow:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    120

    Step 1: Creating Customized Menu's Now Navigate to Application / Menu.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    121

    Menu Details Menu Name: DINESH SYS ADMIN User Menu Name: Dinesh_Sys_Admin Function: Users

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    122

    Now search for the existing oracle application Form function.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    123

    Now menu tree is build after saving the menu.

    Similarly create a customized menu for rest of the sub menu's.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    124

    Menu Name: DINESH APPL DEV User Menu Name: Dinesh_Appl_Dev Function: Concurrent Programs (Developer Mode)

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    125

    Menu Tree:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    126

    Menu Name: DINESH GL User Menu Name: Dinesh_GL Function: Open and Close Period

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    127

    Menu Tree:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    128

    Step 2: Create a Main Menu by assigning these above created menus as sub menus. Menu Name: DINESH MANI MENU Menu User name: Dinesh_Main_Menu

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    129

    Menu Tree:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    130

    Step 3: Now create a responsibility & assign the above defined main menu.

    Save the responsibility.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    131

    Step 4: Now create a user & assign this responsibility.

    Now log in as the above user.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    132

    Step 5: Logging in as user DINI_USER

    At first log in change the password of your choice.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    133

    The home page as below:

    After clicking the responsibility Dinesh_Custom_Resp.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    134

    Now press system Admin responsibility : User. The following screen appears.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    135

    Exercise 4 Menu & Function Exclusion Description: We can exclude functions at any level to customize a responsibility. Excluding a menu item from a responsibility will exclude all the menus and functions nested within that menu item. Excluding a function from a responsibility will exclude all occurrences of that function Throughout the menu structure of the responsibility. Instructions: $ First select the responsibility. $ Select which Menu to be excluded. $ Thirdly, select which function to be excluded.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    136

    Menu and Function Exclusion The user DINI_USER has the following responsibility assigned as below.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    137

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    138

    System Admin: This responsibility can create a user.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    139

    Application Developer: This responsibility is to define & run Concurrent Program.

    Similarly for General Ledger.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    140

    Menu Exclusion: Now we are going to exclude a menu from the Dinesh_Cust_Resp. Log in as System Administrator and navigate to Security /Responsibility/ Define. Then Query the responsibility.

    In the menu exclusion Type select the type & name of function or menu.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    141

    Now I have excluded the Application Developer Menu. Type: Menu Name: Dineshs_Appl_Dev

    Now Log in as the user & check out u can access Application Developer Responsibility.

    The application Developer menu is excluded. To enable the menu again delete the record by using icon

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    142

    Log in again & check out.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    143

    Function Exclusion: Now we are going to exclude a function from the Dinesh_Cust_Resp. Type: Function Name: Users

    Now the menu is not excluded only the function within the menu is excluded. Since we have only one function within the Menu, the whole menu is disabled. If we have more functions only that particular functionality is disabled.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    144

    Chapter 13 AOL Concurrent Processing & Program Overview of Concurrent Processing A mechanism in oracle e-business suite helps in background processing of Reports, batch runs and longer transactions. It is series of background Managers. Concurrent processing is a separate Programs that control Background processing (requests) which is initiated by user or Scheduled. Major Features Online Requests We can submit requests from forms & concurrent manager takes care of work online. Automatic Scheduling Oracle AOL automatically schedules request based on priority and compatibility on submitting. Concurrent Processing options We can control certain runtime options like profile options. Online request review We can review the processing online like getting log information, output and status of the concurrent program. Concurrent managers Helps in managing, controlling all concurrent program transactions. Simultaneous queuing It helps in conflict one request with other i.e. avoids deadlock. Multiple concurrent programs For each executable we can have multiple concurrent programs defined.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    145

    Creating Concurrent Program The basic process of creating concurrent program as follows:

    1. Create a program execution file. 2. Define concurrent program executable. 3. Define concurrent program. 4. Request you program. 5. Make concurrent program available to user.

    Note: Request Group & Request set will be covered in later part of the chapters.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    146

    Exercise 5 Defining a Concurrent program (Default Parameters) Description: We are going to define a concurrent program in this exercise. Remember if we are going to create a procedure of function default parameters to retrieve the status of the concurrent program. The parameters as follows: Errbuf varchar2 (mandatory) Retcode varchar2 (mandatory) For example: Create or replace procedure sample (Errbuf out varchar2, Retcode out varchar2) As Begin // body of the document End; Instruction: $ Create a procedure. $ Create an executable. $ Attach this executable to the concurrent program (defining Concurrent pg.) $ Create a request group & assign this to the user responsibility. $ Now run the request. $ View the status.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    147

    Step 1: Creating a simple procedure to update the description of the user in Apps.FND_USER table. Step 2: Create a executable Log in as Application Developer Navigation: Concurrent/Executable

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    148

    Executable Details: Create Executable as below.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    149

    Step 3: Defining a concurrent program.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    150

    Step 4: Now we need to define a request group & assign that to a responsibility of the user who runs this request.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    151

    Step 5: To the existing responsibility assign the created requested group.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    152

    Step 6: Submit the request. Log in as Application Developer

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    153

    Now you can view the status of the request you have submitted as below. Expected Result: Change in description of the user.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    154

    Exercise 6 Defining a Concurrent program (with user parameters) Description: We are going to define a concurrent program with user parameter other than the mandatory parameters. Here the concept is same as above exercise, but slightly varies in defining a parameter for concurrent program. We need to create a value set for the parameter & attach to it. Instructions: $ Create a procedure. $ Create an executable. $ Create a value set. $ Attach this executable to the concurrent program (defining Concurrent pg.) $ Now attach the value set to the parameter for validation. $ Create a request group & assign this to the user responsibility. $ Now run the request. $ View the status.

    ! Additional steps w.r.t. Exercise 5.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    155

    Procedure:

    Executable:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    156

    Value set:

    Navigation:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    157

    Values in value set:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    158

    Entering values for validation:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    159

    Concurrent Program:

    After filling the main page press Parameters.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    160

    Defining Parameters:

    save the set up.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    161

    Defining Request group:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    162

    Responsibility:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    163

    Submit Request: Switch responsibility to Application Developer

    Go to View Select Requests.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    164

    Press Submit new request button.

    Select Single request

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    165

    When selecting the request name a pop up comes, thats the parameter window to substitute the user name.

    Parameter:

    Press Ok

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    166

    Submit the request:

    Status:

    Successfully completed.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    167

    Expected Result:

    Now you can see the description of the user is modified.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    168

    Exercise 7 Concurrent program with report executable Description: In this exercise we are going to create a report as executable and attach it to the concurrent program. All the procedures & steps for creating concurrent program is same but when passing parameters to the reports some points to be noted i.e. token name. The name in the parameter form of the report should be same as token name in the parameter form in apps screen. Instructions: $ First place the created report in the reports folder in apps data structure. $ Then create an executable. $ Define a concurrent program & attach the executable to it. $ Set the parameter along with the token name (same as parameter names in report

    .rdf file) $ Create a request set & submit the request.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    169

    Step 1: Create a report and place it in following directory in apps file system. Location: APPL_TOP/Module_name/11.5.0/Reports Suppose if I am creating a report for purchasing module I need to place the report in following location: APPL_TOP/PO/11.5.0/Reports/Dini_PO_report.rdf

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    170

    Report name: Dini_PO_report.rdf Application: Purchasing Executable:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    171

    Concurrent Program:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    172

    Parameters

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    173

    Parameter form in report Note: The Concurrent parameter Token Name and the user parameter should be same.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    174

    Now save the concurrent program & run the request. PO_RELEASE_NUM is at bottom of layout it is not shown in screen shot.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    175

    Create a request group.

    Assign this request group to the responsibility the user is going to execute the concurrent program.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    176

    Submit Request: Enter value for report parameter:

    Submit the request:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    177

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    178

    Status: Refresh the status every time till it completes.

    Note: One mandatory report user parameter for running reports is: P_CONC_REQUEST_ID (mandatory)

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    179

    This parameter is linked with Concurrent Request ID of concurrent program.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    180

    Forms

    Form Functions

    Menus

    Responsibilities

    User

    Chapter 14 AOL Table Relations Let us summarize the functional Security flow:

    Note: In this chapter I have covered only main tables. For other tables please refer eTRM. All the table description is referred from eTRM.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    181

    Tables Description

    FND_FORM Fnd_Form stores information about your registered application forms.

    FND_FORM_FUNCTIONS Fnd_Form_Functions stores information about function grouping in forms.

    Menus:

    Tables Description FND_MENUS Fnd_Menus lists the menus that appear in the Navigate

    Window. FND_MENU_ENTRIES Fnd_Menu_Entries stores information about individual

    entries in the menus in FND_MENUS. Responsibility:

    Tables Description FND_RESPONSIBILITY

    Fnd_Responsibility stores information about responsibilities. Each row includes the name and description of the responsibility, the application it belongs to, and values that identify the main menu, and the first form that it uses.

    User:

    Tables Description FND_USER Fnd_User stores information about application users FND_USER_RESP_GROUPS Responsibilities assigned to application users

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    182

    Data Group:

    Tables Description FND_DATA_GROUPS Fnd_Data_Groups stores information about different data

    groups FND_DATA_GROUP_UNITS Fnd_Data_Group_Units stores information about ORACLE

    database accounts associated with various applications under different data groups

    Concurrent:

    Tables Description FND_CONCURRENT_PROCESSORS Fnd_Concurrent_Processors stores information about

    immediate (subroutine) concurrent program libraries. Each row includes the name and description of the library.

    FND_CONCURRENT_PROCESSES Fnd_Concurrent_Processes stores information about concurrent managers. Each row includes values that identify the ORACLE process, the operating system process, and the concurrent manager (QUEUE_APPLICATION_ID and CONCURRENT_QUEUE_ID).

    FND_CONCURRENT_REQUESTS Fnd_Concurrent_Requests stores information about individual concurrent requests.

    FND_CONCURRENT_PROGRAMS Fnd_Concurrent_Programs stores information about concurrent programs. Each row includes a name and description of the concurrent program.

    FND_EXECUTABLES Fnd_Executables stores information about concurrent program executables.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    183

    Request:

    Tables Description FND_REQUEST_GROUPS Fnd_Request_Groups stores information about report

    security groups. FND_REQUEST_GROUP_UNITS Fnd_Request_Group_Units stores information about

    individual reports and groups within each report security group.

    FND_REQUEST_SETS Fnd_Request_Sets stores information about report sets. FND_REQUEST_SET_STAGES A request set is composed of one or more stages.

    Information about each stage is stored in Fnd_Request_Set_Stages.

    FND_RUN_REQUESTS Fnd_Run_Requests stores information about running reports within a report set. Each row includes values that identify the running request, the parent request, the request set, and information for printing the report.

    Application:

    Tables Description FND_APPLICATION Applications registered with Oracle Application Object Library.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    184

    Primary-Foreign Key Relations For people who dont have access to eTRM, I have given the relations from the eTRM link. Note: You can find foreign key relations between columns only for the topics we have discussed. Responsibility Table: FND_RESPONSIBILITY

    Main Table Table Relating Column FND_APPLICATION APPLICATION_ID FND_DATA_GROUP_UNITS DATA_GROUP_APPLICATION_ID,

    DATA_GROUP_ID FND_REQUEST_GROUPS GROUP_APPLICATION_ID

    ,REQUEST_GROUP_ID FND_MENUS MENU_ID FND_PROFILE_OPTION_VALUES LEVEL_VALUE_APPLICATION_ID FND_USER_DESKTOP_OBJECTS APPLICATION_ID

    FND_RESPONSIBILITY

    FND_APPLICATION RESPONSIBILITY_APPLICATION_ID Data Group Table: FND_DATA_GROUP_UNITS

    Main Table Table Relating Column FND_DATA_GROUPS DATA_GROUP_ID

    FND_DATA_GROUP_UNITS FND_RESPONSIBILITY DATA_GROUP_APPLICATION_ID, DATA_GROUP_ID

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    185

    Request Group Table: FND_REQUEST_GROUP

    Main Table Table Relating Column FND_APPLICATION APPLICATION_ID FND_REQUEST_GROUP_UNITS APPLICATION_ID,

    REQUEST_GROUP_ID

    FND_REQUEST_GROUP

    FND_RESPONSIBILITY GROUP_APPLICATION_ID, REQUEST_GROUP_ID

    User Table: FND_USER_RESP_GROUPS

    Main Table Table Relating Column FND_RESPONSIBILITY RESPONSIBILITY_ID,

    RESPONSIBILITY_APPLICATION_ID FND_USER USER_ID

    FND_USER_RESP_GROUPS

    FND_SECURITY_GROUPS SECURITY_GROUP_ID Concurrent Table: FND_CONCURRENT_REQUESTS

    Main Table Table Relating Column FND_CONCURRENT_PROGRAMS PROGRAM_APPLICATION_ID FND_USER REQUESTED_BY FND_RESPONSIBILITY RESPONSIBILITY_APPLICATION_ID

    ,RESPONSIBILITY_ID FND_CONCURRENT_PROCESSES CONTROLLING_MANAGER

    FND_CONCURRENT_REQUESTS

    FND_RUN_REQUESTS REQUEST_ID

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    186

    Applications Table: FND_APPLICATION

    Main Table Table Relating Column FND_CONCURRENT_PROCESSORS APPLICATION_ID FND_CONCURRENT_PROGRAMS APPLICATION_ID FND_DESCRIPTIVE_FLEXS APPLICATION_ID FND_EXECUTABLES APPLICATION_ID FND_FORM APPLICATION_ID FND_LOOKUP_TYPES VIEW_APPLICATION_ID FND_PROFILE_OPTIONS APPLICATION_ID FND_REQUEST_GROUPS APPLICATION_ID FND_RESPONSIBILITY APPLICATION_ID FND_TABLES APPLICATION_ID

    FND_APPLICATIONS

    FND_VIEWS APPLICATION_ID Relation Diagram

    Fnd_Responsibility

    Fnd_Application

    Fnd_menu Fnd_Data_Group_Units Fnd_Request_Group

    Fnd_Data_Group

    Fnd_Form_Functions

    Fnd_Form

    Menu_id Sub_Menu_id

    Function_id

    Application_id

    Responsibility_id Application_id

    Menu_id

    Group_Application_id Data_Group_Application_id

    Fnd_Menu_Entries

    Data_Group_id

    Fnd_Request_Group_Units Application_id Request_Group_id

    Fnd_User_Resp_Group

    Application_id

    Responsibility_Application_id

    Fnd_User

    User_id

    Fnd_Concurrent_ReqRequested_By

    Fnd_Concurrent_Programs Fnd_Concurrent_Processes Program_Application_id Controlling_Manager

    Responsibility_Application_id Responsibility_id

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    187

    Chapter 15 Overview of Flexfield Concepts A Flexfield contains Segments or Sub-fields. Each segment contains some set of values (Value Sets). Flexfield Types Two types of flexfields

    Key flexfield (KFF) Descriptive flexfield (DFF)

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    188

    Key Flexfield KFF is made up of segments. Segment represents entity characteristics. We can Customize KFF by combining segment values. Also we can define rules on segments.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    189

    Descriptive Flexfield DFF is mainly used for storing additional informations. DFF appears in form as icon . Attributes in tables represents DFF. DFF can also have set of values.

    Features of flexfields

    Application customization. Use of Intelligent Keys composed of combination of segment values. Value validations. Customizing data fields.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    190

    Flexfield in Oracle Application

    Flexfield Oracle Module Accounting Flexfield General Ledger Account Aliases Item Catalogs Item Categories Sales Orders Stock Locators System Items

    Inventory

    Sales Tax Location Flexfield Territory Flexfield

    Oracle Receivables

    Grade Flexfield GRD Oracle Assets Job Flexfield Personal Analysis Flexfield Soft Coded Key Flexfield

    Oracle Human Resources

    Asset Key Flexfield Category Flexfield Location Flexfield

    Oracle Assets

    Oracle Service Item Flexfield Oracle Service

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    191

    Note: No. of columns allocated for flexfields. KFF 30 Segments DFF 15 Attributes For KFF we can view only enabled segments in table. For example, consider PO_Headers_All table below.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    192

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    193

    Global_Attribute Attributes are not used in tables for business, as these attributes are reserved for future purpose by Oracle Corporation.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    194

    Exercise 8 Creating accounting Flexfield Structure Description: Now we are going to create a flexfield structure. Let us consider Accounting Flexfield setup in GL. Before creating the structure we need to know some basic & essential terms. They are as below.

    Accounting Flexfield Segment Separator Cross-Validate Segments Freeze Flexfield Definition Flexfield Qualifiers Segment Qualifiers Structure Freeze Rollup groups Allow dynamic insert

    Accounting Flexfield: This is used to design GL accounts. This helps in running an organization in proper manner. Also allows classification of accounting information. The structure provides a logical order of values by grouping related accounts. Segment Separator: Segment Separator characters are used to separate different segment values with any conflict. Cross-Validate Segments: Select the Cross-Validate Segments check box if you want to cross-validate multiple segments using cross-validation rules Freeze Flexfield Definition:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    195

    If we freeze the flexfield we cannot modify any values of the segment. You must freeze and compile your flexfield definition before you can use your flexfield. Flexfield Qualifiers: The flexfield qualifier identifies the user customized segments, such that it ensures all key segments required for application is defined or not. Segment Qualifiers: It describes the characteristics of segment values. It also helps in retrieving information about segment values. Structure: It is a particular arrangement of flexfield segments. The size of structure depends upon flexfield. Freeze Rollup groups: Rollup groups are used to create summary accounts for reporting purposes. Allow dynamic insert: We can enter new combination of segment values using flexfield value from a foreign key form. Instructions: $ Create a value set for accounting flexfield segments. $ Create flexfield structure. $ Create segments for Flexfield. $ Assign value set to the segments created. $ Enable/ Disable Options like Freeze rollups, Dynamic insert, cross validation. $ Compile Flexfield structure.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    196

    Step 1: Log in as GL Super User. Navigation: Step 2: Creating a value set for flexfield segments. Account segment uses Natural Account segment. The company segment use Balancing Segment. These segments are mandatory for defining the accounting flexfield.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    197

    Creating value set for Natural account. Creating value set for Balancing account.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    198

    Step 3: Adding values to value sets created. Navigation: Setup/Validation/Values

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    199

    Step 4: Create flexfield structure for accounting flexfield. Create segment for the flexfield. Navigation: Setup/Financials/Flexfield/Key/Segments. First Query the Flexfield title as Accounting Flexfield. Then add new record.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    200

    Now click to define segments. Now define Flexfield Qualifiers.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    201

    For Company_BS:

    For Account_NA:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    202

    Step 5: Enabling other options. Segment Separator: You can define any of the 3 separator or a custom one. I am going to define a custom one. Allow Dynamic Insert:

    Freeze Flexfield Definition:

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    203

    Save it & Compile Flexfield definition. After compiling you will get message box as below.

  • A Guide to Oracle Apps 11i by Dinesh Kumar S

    204

    Exercise 9 Modifying Flexfield Definition Description: As we know once we freeze the values of flexfield segments we cannot modify or make any changes in it. Now we are going to see how to modi