Oracle 11i Tutorial Library

Transcription

1 Oracle 11i Tutorial Library Solbourne's EDGE, e-learning and Documentation to Gain Effectivenes, uses the Internet to deliver Oracle 11i end-user training. Leveraging our hands-on implementation knowledge and industry experience, gained from over 150 successful client implementation and upgrade projects, our library of self-paced tutorials is the most comprehensive and flexible solution available. Solbourne specializes in implementing Oracle s business applications, offering a full spectrum of consulting and training solutions. EDGE is convenient, customizable and cost-effective. To see samples of our courseware, find out about the courses in development, learn about the customization process, discuss timelines for delivery, or discover how our ROI calculator can help you determine just how much money EDGE can save your organization, please contact Joe Kuntner at or jkuntner@solbourne.com. Navigation Page 2 Financials: Receivables, Cash Management, Payables, Page 2-3 Fixed Assets, General Ledger Technical: Workflow, System Administration, Discoverer User Web Version Page 3 Distribution: Inventory, Order Management, Purchasing, Page 4-5 iprocurement, Sourcing Manufacturing: Bills of Material, Cost Management, Engineering Page 5 Material Requirements Planning, Quality, Work in Process, Process Manufacturing Human Resources and Payroll: Benefits, Human Resources, Page 6-8 Employee Self Service, itime, iexpenses, Payroll, Manager Self Service, Oracle ilearning, Oracle Training Administration, ireruitment, HR Recruiting, Labor Distribution Projects: Project Billing, Project Costing Page th Street, Suite 300 Boulder, Colorado Customer Relationship Management: Sales Contracts, Page 8-9 Installed Base, Service Requests, Service Contracts, Incentive Compensation

2 Navigation Navigation Navigation Overview Log Onto Oracle for the First Time Log Onto Oracle Navigator Functions Toolbar, Menus, and Hot Keys Search for Data The List of Values Folders Place Documents on the Navigator Create a Home Page Switch Responsibility Change Your Password Change Your Profile Settings Oracle Help Log Off Financials: Receivables, Cash Management, Payables, Fixed Assets "This was our first venture into E-learning and the response from our users has been a WOW." Tom Sims Senior Vice President Human Resources Graebel Companies, Inc. Receivables Receivables Overview Create Profile Classes Create a Transaction (Invoice) Print an Invoice Create a Cash Receipt Create Credit Invoice at the Invoice Level Create Credit Invoice at the Invoice Line Level Run Billing/Receipt History Report Create On-Account Credit Apply On-Account Credit Create Miscellaneous Receipts Review Customer Account Balances Create Recurring Invoices Modify a Customer Record Record Customer Calls Review Calls (Scheduler) Run AutoInvoice Run Transaction Register Run Aging Report AR Inquiry - Transaction Summary AR Inquiry - Receipts Summary AR Inquiry - Collections Summary Accounts Receivable Dunning Accounts Receivable Statements Open and Close an Accounting Period Transfer AR to GL Print a Statement Define Approval Limits Define a Customer Relationship Define a Collector Cash Management Cash Management Overview Reconcile and Clear Run Transaction Available for Reconciliation AutoReconciliation of Bank Statements Manual Clearing Create Miscellaneous Transactions Create Receipts and Payments Create Cash Forecasting Templates Generate Cash Forecasts from Temp Inquiry Enter Bank Statements Manually Import Bank Statements Load Bank Statement Open Interface Manually Reconcile Bank Statement 2 Payables Payables Overview Enter Suppliers Enter Basic Invoices Enter a Credit Memo Enter a Debit Memo Enter a Payment Batch Match Credit Memo to an Invoice Match Invoice to a PO Match Credit Memo to PO Quick Payment Run Payables Standard Report Enter Prepayments Apply Prepayments Apply Invoice Holds Release Invoice Holds Define Expense Report Template Enter a Basic Expense Report Apply an Employee Advance Run Payables Invoice Import Program Void Payments in a Payment Batch Supplier Merge Fixed Assets Fixed Assets Overview Prepare Mass Additions Post Mass Additions Delete Mass Additions Adjust Mass Additions Merge Mass Additions Split Mass Additions Run Depreciation Manual Additions Run Mass Change Run Mass Reclassification Mass Transfer Reclassify, Transfer One Asset Retire an Asset Run Reports Run ACE Depreciation Comparison Report Tax - Periodic Mass Copy Initial Corp Book Copy to Tax Book Leases - Create Lease Details Asset Insurance - Enter Insurance Policy Details Asset Maintenance - Schedule Maintenance Events

3 Financials: Continued, General Ledger I believe that Solbourne has demonstrated an excellent amount of expertise around the system in an involved implementation process. General Ledger General Ledger Overview Enter a Standard Journal Post Journals Reverse a Journal Import a Journal Define Skeleton Recurring Journal Define Standard Recurring Journal Define a Formula Recurring Journal Generate a Recurring Journal Define Mass Allocation Journals Generate Mass Allocation Journals Account Inquiry Journal Inquiry Submit a Standard Report Export Reports from Oracle to Excel Submit and FSG Report Submit an FSG Through Standard Report Submission Define an FSG Row Set Define an FSG Column Set Define an FSG Row Order Define and Submit an FSG Report Define an FSG Content Set Define an FSG Report Set Submit an FSG Report Set Define and Submit a Standard Request Set Define a Value Set Define an Accounting FlexField Structure Define Accounting FlexField Segment Values Define Account Combinations Define Shorthand Aliases Recompile FlexFields Define Accounting FlexField Security Rules Define Accounting FlexField Cross-Validation Rules Execute a Segment Value Inheritance Define an Accounting Period Type Define an Accounting Calendar Define a Set of Books Open and Close Accounting Periods Define a Budget Define a Budget Organization Enter Budget Amounts Enter Budget Journals Maintain Budget Organizations Transfer Budget Amounts Year End Closing Journals Income Statement Mike Farrell Project Manager Douglas County Schools Technical: Workflow, Sytem Administration, Discoverer User Web Version Workflow Allow Access to an Object Create a Message Create an Item Activity Atrribute Define a Process Activity Define Lookup Types Define Nodes in a Process Define an Item Type Find Workflow Objects Process Definition Bottom Up Quick Start Wizard System Administration Define a New User Add a Responsibility to an Existing User ID Define a Responsibility Create a Custom Menu View Forms Functions Define a Request Group Submit the Purge Concurrent Request and/or Manager Data Program Identify Features of the Requests Window Define and Submit a Request Set Define a Concurrent Manager Discoverer User Web Version Create a Condition Set an Advanced Condition Add a Page Detail Item Change Table Layout to Crosstab Create a Calculation Create a Graph Create a New Worksheet Create a Percentage Column Create a Sort Print a Workbook Share a Workbook Open a Shared Workbook Create a Percentage Control Concurrent Managers Define Print Styles Define Printer Drivers Define Printer Types Register a Printer Set Profile Options Monitor Users Sign-on Audit Concurrent Request Reports Administer Folders Register the Executable for a Custom Program Create a Concurrent Program 3

4 Distribution: Inventory, Order Management, Purchasing, iprocurement "Solbourne's e-learning training materials provide our end-users with a flexible training experience, and significantly reduces the cost associated with classroom training. Some users are even having fun taking training!" Tammie Berghuis IT Director of Implementation Services Valspar Corp. Inventory Inventory Overview Set Up New Freight Carriers Define Items with Item Template View Item Attributes-Lead Time Receiving: Direct Delivery Receiving: Receipt Transaction Receiving: Inspection Transaction Receiving: Delivery Transaction Miscellaneous Issue Miscellaneous Receipt Account Alias Receipt or Issue Return to Supplier Subinventory Transfer Define ABC Compile Define ABC Classes Define ABC Assnmnt Grp/Assign Items Update ABC Item Assignments Define Cycle Count Generate Cycle Count Requests Cycle Count Adjustments/Approvals Min-Max Planning Setup Min-Max Planning Reporting Define Account Aliases Define Planners Drop Ship Execution Define Subinventory Update Calendar View Material Transactions View On-Hand Quantites View Supply/Demand Run the Move Order Pick Slip Report Allocate and Transact Move Orders Generate Move Orders Purchasing Purchasing Overview Set Up a New Job Set Up an Approval Group Approval Assignment Enter Suppliers Request an Inventory Item Enter an Expense Requisition Enter an Asset Requisition Requisition-Supplier Item Catalog Enter and Approve a Standard Purchase Order AutoCreate a PO from Requisition Enter PO from the Supplier Item Catalog Enter Blanket Purchase Orders Enter Releases for Blanket PO Forward Purchase Orders Review Buyer Workload Assign Requisition Lines Create Approved Supplier List Define Sourcing Rules Assign Sourcing Rules Blanket Auto Sourcing Releases Create Blanket Agreements Blanket Releases Standard Receiving Unordered Receipts Receiving Corrections Return to Supplier 4 Purchasing: Continued Cancel an Entire Purchase Order Cancel a Purchase Order Line Cancel a Purchase Order Shipment Purchase Order Inquiries Review Notifications Use Preferences Blanket Auto Sourcing Releases Enter RFQs Enter a Quotation Enter a PO Using the Supplier Item Catalog RFQ to Quotation to PO Process Enter an Employee ReqExpress: Using Requisition Templates ReqExpress: Run Reports Supplier Merge Run the ReqExpress Template Listing Report Purchasing Reports iprocurement Set User Profiles Find Items in iprocurement Create Requisition using Step by Step Checkout Create a Requisition Using Express Checkout Create a Requisition Using Power Checkout Catalog Requisition Find Items to Receive Receive, Correct, and Return Items Check Requisition Status Create and Use Information Templates Define a Realm Approve Notifications Reassign Notifications to a Temporary Approver Copy and Save a Requisition Withdraw Requisition After Approval & Before PO Create, Rename, and Delete a Catalog Category Create, Rename, Delete Category Descriptors Create a Public Shopping List Order Management Order Management Overview Create a Sales Order Cancel a Sales Order Cancel a Sales Order Line Create a Price List Create a Standard Customer Enter an RMA Place Orders on Hold Release Sales Order Holds Release Sales Orders View Order Details Copy Orders Create Customer Item Cross Reference Create a Customer Item Create Sales Order - Customer Item Ship Confirm Orders Volume Discount Setup Drop Ship Execution

5 Distribution: Continued, Sourcing Sourcing Invite Supplier to Register Approve/Reject Supplier Users Register a Supplier User Create an RFQ View Open RFQs Award Business Supplier Response to Registration Information Supplier Quotation Create a Sourcing RFQ from a Purchase Requisition Manage Draft RFQs "Solbourne was able to quickly review our existing operations and make effective suggestions for improvements. The consultants had great rapport with, and respect from, the City staff." Jack Merritt Finance Director City of Salem Manufacturing: Bills of Material, Cost Management, Engineering, Material Requirements Planning, Quality, Work in Process Bills of Material (BOM) BOM Overview Define a Resource Define Departments Define Standard Operations Define a Routing Define a Bill of Material Lead Time Rollup Copy Bills of Material Define Common Bills of Material Cost Management Cost Management Overview Enter Item Cost Update Item Cost Assembly Cost Rollup Cost Update Cost Management: Average Costing Transfer Invoice Variance Update Item Average Cost View Cost History for Average Costing Cost Management: FIFO/LIFO Costing Update Item Layer Cost View Cost History for FIFO or LIFO Costing View Material Transaction Layer Cost Engineering Engineering Overview Create an ECO Define an ECO Revision Define an ECO Revision Item Implement an ECO Reschedule an ECO Cancel an ECO Engineering Mass Changes Transfer to Manufacturing Material Requirements Planning (MRP) MRP Overview Planner Workbench-View MRP Output Planner Workbench-MRP Recommendations Enter Forecast and Forecast Set Enter and Load MDS Enter and Run MRP Quality Quality Overview Define Collection Elements Define Collection Element Values Define Coll Element Spec Limits Define Collection Element Actions Define Specifications Define a Receiving Collection Plan Define a WIP Collection Plan Enter Quality Results at Receiving Enter Quality Results in Quality Quality_Run Collection Reports Quality Create a Pareto Chart Inquiry for Quality Results Quality Results Report Writer Update Quality Results Work in Process (WIP) WIP Overview Create a Discrete Job Material Trans-Component Issues Move Transactions Completion Transactions Perform Scrap Transactions Charge Manual Resources Update Material Requirements Work Order-Less Completions 5

6 Human Resources and Payroll: Benefits, Human Resources, Employee Self Service, itime, iexpenses, Payroll, Manager Self Service Solbourne: Oracle Applications Partner of the Year, Western Region A decade of experience, with over 150 successful implementation and upgrade projects, and over 30 R11i references. Benefits Benefits Overview Define Imputed Income Elements Define Plan Types Define Options Define Derived Factors Define Participant Eligibility Define Dependent Eligibility Program Plan Years Define Benefit Programs Define Benefit Plans Define Benefit Program Enrollment Requirements Define Variable Rates Activity Profiles Define Standard Rates Define Elements Open Element Link Define Life Event Reasons and Triggers Non-Flex Enrollment Human Resources Human Resources Overview Enter a New Employee Record Enter Employees in a Benefit Plan Enter Special Information Terminate an Employee Reverse a Termination Collective Agreements Enter Grade Names Enter Job Names Enter Employee Master Data-Alter Effective Date Enter Employee Master Data-the Others Button Define Assignment Statuses Enter Locations Enter Position Names Enter Organization Information Propose Salary Adjustment Employee Self Service Employee Self Service Overview Personal Information - Update Address Personal Information - Add a Contact Add Basic Details Add Qualifications Add Award Add a Resume Change Benefit Options Review Notifications Employee Views Review Salary History View Online Payslip itime Create and Submit a New Timecard Modify a Timecard Approve or Reject a Timecard Reassign a Timecard Update User Preferences View Projects and Tasks View Timecard History 6 iexpenses Create and Submit an Expense Report View Expense Report History View Notifications Approve an Expense Report Payroll Payroll Overview Payment Process Create a Payroll Generate Prepayments for QuickPay Define a Deduction Tax Classification Generate a QuickPay Correct QuickPay Results Run the Payroll Process View Statement of Earnings View Payroll Results Run the RetroPay Process Costing and GL Transfer Correct or Adjust Payroll-Reversal Correct or Adjust Payroll-Rollback Correct or Adjust Payroll-Retries Define a Basic Earning Element Define an Earning Element Link Define an Earning Tax Classification Define a Basic Deduction Element Define a Deduction Element Link Batch Element Entry Check Writer Define Assignment Sets Define a Salary Basis NACHA GL Mapping Define Payment Methods Deposit Advice Define Consolidation Sets Create a RetroPay Set Manager Self Service Manager Self Service Overview Add Award Add Qualification Add Resume Change Cost Center, Location, or Manager Change Hours Change Job Change Manager Change Salary Employee Status Change Manager Actions Manager Views Other Employment Information Personal Information - Add a Contact Personal Information - Add an Address Personal Information - Add Basic Details Personalize a Region Release Employee Information for Transfer Set an Employee s Work Preferences Terminate an Employee

7 e-learning courses progress up to 50% faster than traditional courses. Jennifer Salopek Training & Development Magazine Human Resources and Payroll: Continued, Oracle ilearning, Oracle Training Administration, irecruitment, HR Recruiting, Labor Distribution Oracle ilearning ilearning Overview Users Overview Create an Organization Set Up a New User Create a User Group Add a Custom Attribute Asign a Custom Attribute to a User View a Complete List of Users Add a User to a Manager Create a Role Grant Permissions to Users Import Multiple Users in ilearning Content Structure Overview Create a Course with Multiple Items Enter a Single Content Item Upload Content Set Enrollment Conditions Move Content Copy Content Add By Reference Delete a Content Object from the Content Tree Create a Test Bank Create a Test SCORM Overview Import a SCORM Course to ilearning Update a Single File in a SCORM Course Other Setup Options Overview Create a Scheduled Class Add a Resource Type - Instructor Add a Resource Type - Location Book a Resource for an Offering Create a Bundle Create an Order and Add a Bundle Add a User to an Order - Administrator Add a User to an Order - User Create an Enroll Users in an Open Forum Create an Enroll Users in an Open Chat Manage Site Events Run Reports in ilearning Using ilearning Overview Log Into ilearning as a User Play Mandatory or Enrolled Courses Search the Catalog and Enroll in a Course Use the Calendar in ilearning Add a New Topic and Message to an Open Forum Reply to a Message in an Open Forum Participate in an Open Chat Change your Profile Settings Configuring ilearning Overview Create a Custom Theme Manage Site Features Enable or Disable Self-Registration in ilearning Establish the Default Site Enrollment Settings Manage Categories Create an Announcement in ilearning View and Delete Files on the Content Server 7 Oracle Training Administration (OTA) Create Activities Copy an Activity Schedule an Event Define Programs Add One-Time Events Search for Events View Training Records Define Resources Book Resources for a Scheduled Event View Booked Resources Enroll Students in a Class irecruitment Create a Default Job Posting Define Recruiting Sites Create a Job Posting Create an Employee Account Employee Job Search Apply for a Job Query Jobs Applied For Register for the Site Search for CandidatesLbor Search Applicants for a Vacancy Search for Applicants with Skills Perform a Background Search HR Recruiting Submit a Vacancy Requisition Define Recruitment Activity Applicant Quick Entry Enter Applicants Schedule Interviews Mass Update of Applicants Convert Applicant to Employee Terminate an Applicant Labor Distribution View and Define System Profile Values Define a Descriptive Flexfield Define a Value Set Define a Descriptive Flexfield Segment Create an Element Define Additional Element Type Details Define a Value Set Up a Suspense Account Set Up an Organization Default Account Define an Organization Default Labor Schedule Define Elements Imported Define Global Element Override Define Element Groups Define Payroll Sources Define a Clearing Account Define an Effort Report Period Include an Element in an Effort Report Define Text Messages for Effort Reports Define Encumbrance Payroll and Assignment Selection

8 Human Resources and Payroll: Continued, Labor Distribution Labor Distribution, Continued Set the Default Encumbrance End Date Define Encumbrance Earning Elements Define Creation Options for General Ledger Set Up Auto-Population Segments Set Up the Lookup Table Set Up the Expenditure Type Bypass Table Define Begin Date Auto-Fill Parameters Define End Date Auto-Fill Parameters Define Schedule Hierarchy and Lines Create Notification Users Define Expenditure Type Auto-Population Rules "Solbourne customized its solution to meet our specific needs, enabling us to train thousands of employees worldwide in a short time frame. Employees greatly appreciated the efficiency and availability of training." Sam Aarons-Kovacs Head of VIP Training and Change Management First Data Corp Projects: Project Billing, Project Costing Project Billing Project Billing Overview Assign Agreement Funding Assign Customer and Contact Option Create Events Generate Draft Invoices for a Single Project Interface Invoices to Receivables Update Billing Information Update Billing Schedule Generate Draft Revenue for a Range of Projects Interface Revenue to General Ledger Revenue Review Tieback Invoices from Accounts Receivable Tieback Revenue from General Ledger Create Customer Agreements Create Revenue Budget - No Time Phasing Create Revenue Budget Time Phased Create Revenue Budget - Date Phased Generate Draft Invoice for a Range of Projects Generate Draft Revenue for a Single Project Invoice Review Review Project Funding Project Costing Project Costing Overview Assign Resource Lists Option Create a Cost Budget - No Time Phasing Create Cost Budget - Time Phased Create Cost Budget - Date Phased Modify Cost Budget Review Project Status Update Project Status Amounts Assign Classification Options Assign Key Member Options Assign Transaction Control Options Create a Project Create Project Work Breakdown Structure Enter Pre-Approved Batches Assign Cross Charge Options Assign Organization Override Options Costing Project Transactions View Cost Budget History Create Allocations Customer Relationship Management: Sales Contracts, Installed Base, Service Requests, Service Contracts, Incentive Compensation Sales Contracts Set Up an Inventory Item Enter a New Contract Contract Approval Update a Contract Manually Create an Opportunity Enter a Sales Credit Extend a Contract Renew a Contract Terminate a Contract Change the Status of a Contract Create a New Version Copy an Existing Contract to a New Contract Execution - View Contract History Create an Order From a Contract Installed Base Manually Define Cutomer Products Save Search Functionality - Advanced Search View or Update Customer Products View Customer Product Details View Configuration Search Transactions Copy a Product Create Systems Search Systems Installed Base Reports 8 Download Information Update Profile Settings Service Requests Create a Service Request Copy a Service Request Create and View Notes in the Service Request Window Create a Task Create a Task Using the Task Template Update a Task Record a Contract for a Service Request Escalate a Service Request Escalate a Service Request Task Create an RMA from a Service Request Send a Copy of a Service Request Using Fulfillment Send a Message in a Service Request View Service Request Audit History Charge a Customer for Repair-Related Labor Materials and Other Expenses Return a Repaired Product to the Customer Verify Product Coverage Information View Message History View and Respond to Messages Launch a Workflow Abort a Workflow View Service Request History

9 Customer Relationship Management: Continued, Service Contracts, Incentive Compensation "Working with Solbourne has allowed our company to introduce elearning into our corporate office. As Solbourne developed our Oracle elearning Library, they showed me how to develop a CBT program myself. Now I can update our new Oracle elearning Library, as well as develop new elearning training programs from here on out! It was an invaluable learning experience." Service Contracts Service Contracts Overview Create a Service Agreement Change the Status of a Contract Enter a Contract Renew a Contract Set Up Coverage Templates Create an Invoice or Credit on a Contract Contract Approval Execution (View Contract History) Extend a Contract Set Up a Serviceable Inventory Item Terminate a Contract Copy an Existing Contract to a New Contract Extend a Contract Set Up a Service Coverage Item Update a Contract Incentive Compensation Create Sales Roles Import Resources Define Salespeople Define Calculation Expression/Performance Measures Define Rate Tables and Dimensions Define Formulas Define Plan Elements Define Compensation Plan Define Pay Groups Define Payment Plans Assign Payment Plans Define Revenue Classes Define Hierarchy Define Classification Rules Assign Roles to Compensation Plans Customize a Compensation Plan Collect and Load Transactions Maintain Transactions Calculate Compensation Payment Processing Theresa Bone Operations Services 24 Hour Fitness To learn more about Solbourne, please contact Joe Kuntner at or jkuntner@solbourne.com. 9