Folder Me This Using Oracle Folders

1
Folder Me This!Using Oracle Folders

• Ernie DiLegge, Management Consultant
• Applications Practice

2

• Ernie DiLegge
• dileggee_at_tusc.com
• TUSC
• (800) 755-TUSC

3

• User Presentation

4
Folder Me This Using Oracle Folders

• Definition
• Setup Issues
• Navigation
• Creating Custom Folders
• Customizing Your Folder
• Using Queries
• Questions

5
Definitions

• Oracle Applications allows the user to change the
  way data is presented with the use of Folders
• You can hide or display data, arrange the data
  columns and also export that view.
• Folder views can be used for data updates and
  conform to all Oracle validation rules.
• Folders do not change the table structures.

6
Definitions

• Customize a folder to retrieve just a subset of
  records and display those records in a different
  layout
• Save your customizations as a folder which
  defines the layout of your fields and the query
  criteria used to retrieve your subset of records
• You can distinguish between a custom default
  folder and the original by the fact that a
  default folder definition always displays its
  name next to the Open Folder button

7
Setup Issues

• Set Profile option Folders Allow Customization
  to Yes
• If the profile option is set to No, you cannot
  create or customize folders. The only item
  available from the folder menu is Open.
• Folders are associated with specific languages.
  For example, a folder created in English cannot
  be accessed when running the applications in
  German.

8
Navigation

• Standard Item view
• Data is presented in a tabbed view based on
  related functional grouping
• Notice the folder on the left side of the form

9
Navigation Continued

• Folder View
• Limited Information Displayed
• Requires scrolling to see other data
• When you navigate within a Folder area, the
  Folder Tools button gets enabled on the toolbar.
• 2 ways to display the Folder Tools on the screen

10
Folder Tools

• Commonly used Folder Menu items.

• Open Folder
• Save Folder
• Create New Folder
• Delete Folder
• Widen Field
• Shrink Field
• Show Field
• Hide Field
• Move Left
• Move Right
• Move Up
• Move Down

11
Folder Tools Continued

• Clicking on the folder icon will pop-up the
  folders tools.
• You can position this on your screen and is a
  handy way to make changes to your folder.
• You can do almost everything that you can with
  the pull-down menu.

12
Creating A Custom Folder

• In this view, perform a Save As, using either
  the pull-down or pop-up folder tool.
• Save As will require you to name your folder as
  well as assigning other attributes.

Note Folder has no name
13
Creating A Custom Folder Cont

• Enter a folder name.
• Determine how you want Autoquery to work.
• Determine if this folder should be made Public,
  or Default
• Determine if you want the query included.

14
Customizing Your View

• Columns you can hide, show, resize and position
  columns.
• Hide columns that you do not need to see.
• In this example I will hide the long description.
• Use either the pull-down or pop-up tool.
• Put your cursor on the column you wish to hide
• Click on the Hide icon.

15
Customizing Your View

• The long description is now hidden.
• The next step is to Change Column Name
• Using the pull-down menu, we can change the name
  of Primary Unit of Measure to UOM.
• Type in the name you wish to use. (Note this
  does not change the actual column name, only the
  view used for your folder.)
• This allows us to shrink the field (column) and
  therefore display more data.

16
Customizing Your View

• Move columns you can move (position) in 3 ways.
• Using the left and right arrows
• Dragging the column either left or right, or
• Using the pull-down to move columns. Put your
  cursor on the column you wish to hide

17
Customizing Your View

• User Item Type has been moved to the left of Item
  Status and Primary Unit of Measure (UOM)

18
Customizing Your View Show Fields

• Show Fields gives you the ability to display
  additional information in one view.
• In Oracles Items view, that additional data is
  any information that is shown in the tabbed
  view.
• Determine your needs and then start adding those
  fields to your view.
• You can use either the pull-down menu or the
  pop-up folder tool.

19
Customizing Your View Show Fields

• Show Fields will bring up a LOV.
• Select the field from the list and click OK.

20
Customizing Your View Show Fields

• Show Fields in this slide you can see the
  Default Buyer. That was added to the folder.
• In this example, I choose fields
• Default Buyer and List Price (Purchasing Tab)
• Processing Lead Time (Lead Time Tab)
• Minimum Order Qty (General Planning)
• Save your changes

21
Customizing Your View Show Fields

• View with the additional fields displayed
• This view also displays all items for default
  buyer Smith.

22
Customizing Your View Queries

• In the folder view you can also run queries.
  This can be done using F11 to enter query mode
  and CTRLF11 to run the query.
• In this example I will run a query looking for
  Buyer Smith and a List Price greater than 10.

23
Customizing Your View Queries

• Results of the query displays the all the items
  for buyer Smith that are greater than 10.
• If I were to save my folder now, the query would
  also be saved as part of my folder parameters.

24
Customizing Your View Queries

• Viewing your folder queries.
• Using the pull-down folder menu you can
• View the folder query. Path FoldergtView Query
• Reset the query. Path FoldergtReset Query
• Remember, if you had your folder setup as an
  AutoQuery, then that query will be run every time
  you open that folder.

25
Customizing Your View

• Open Folder
• After saving your folder, you can open your
  folder in the following ways.
• Click on folder Icon, use the pull-down menu or
  use the folder tools form the pop-up and then
  select your folder from the LOVs.
• The LOV will display all public folders as well
  as your folder.
• Your folder will be displayed only to you if it
  is not made public.

26
Folder Me This.

• Tips and Ideas
• Use folder views to export data and create user
  reports.
• Use folder views to update data (in my example
  of purchasing, we could have used that view to
  update the buyer, list price and lead times.)
• Use dataload (http//www.dataload.net) tool on
  folder view for simplified data updates.
• Other Folder Opportunities
• Order Management Order Organizer and Orders
• Planners Workbench Supply Chain Planning, MRP

27
Questions

• Questions ?