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Menus

When you start up Oracle Applications a root window opens displaying the sign-on window, a menu bar, and a toolbar. You use the menu and toolbar to help you perform various functions, such as saving records, performing a search, or moving between windows. Notice as you navigate through the system that only valid menu or toolbar choices for the current field are enabled.

The menu bar includes the following pull-down menus:

Action: Navigate to a new window, save or clear data in a window, refresh a window, or exit the application.

Edit: Clear, delete, or add records. Cut, copy, and paste information from one field to another, or from a different Windows application into Oracles Sales and Marketing.

Query: Search for information from the Oracle Applications database. Enter, run, or cancel a query; count matching records; show the last search criteria used; and see the next record or set of records from a query.

Go: Navigate to another window, or between fields and records in a window.

Folder: Customize the presentation of data in a folder. (Many of the multirow, multicolumn windows are folder windows.) Use the Folder menu options to create, save, and delete folder definitions; to show, hide, rearrange, or size columns; and to change the sort order of the display.

Special: Display To Dos and Notes Activity window, Interaction window, Merge Contact window, and also lets you go backward and forward between windows.

Help: View context sensitive or system Help, keyboard mapping for special function keys, or information about the current record.

Window: Toggle between currently open windows.

Frequently Used Menu Commands

Listed below are menu commands you will find especially helpful:

Action/Navigate To: Brings the Navigator forward so that you can choose a new business task. If you check the Close Existing Windows check box and then choose an option from the Navigator, the system closes any open windows and opens a new starting window.

Action/Exit Oracle Applications: Ends your current session of Oracle Sales and Marketing and returns you to the Windows Program Manager.

Edit/Cut or Copy and Paste: These three field editing functions are options in the Edit menu. Use Cut to remove highlighted information from a field. Use Copy and Paste to copy highlighted information from one field to another.

Edit/Clear Field: Choose this option from the Edit menu to clear information from the current field.

Edit/Clear Record: Choose this option when you have begun editing something and don't want to save it, or when you are getting the 'Item must be entered' message and don't want to save anything.

Help/About This Record: Choose this option to view information about a specific record such as who created it and the date it was created.

Help/Window Help: Choose this option to access context sensitive help.

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