3 Using the JD Edwards EnterpriseOne Web Application User Interface

This chapter contains the following topics:

3.1 Understanding Web Application Forms

This section discusses web application forms.

3.2 Form Types

Applications use a variety of form types. The characteristics of each form type remain the same, regardless of the application in which you access the form.

3.2.1 Find/Browse Form

The Find/Browse form provides the entry point to most applications. It contains an optional query-by-example (QBE) line so that you can search any field in the grid. The standard title for a Find/Browse form begins with "Work With" followed by information that is specific to the business task. You cannot add or change existing records on a Find/Browse form.

Find/Browse forms enable you to do these tasks:

  • Search, view, and select multiple records in a grid

  • Exit to another form to add, change, or view a record

3.2.2 Search/Select Form

Use the Search/Select form to locate a value for a field. The grid displays values that are stored in a database table. When you select a value from the grid and click the Select button, that value is automatically placed in the field. For example, when you need to enter a user defined code (UDC) into a field, the search button appears, enabling you to access a Search/Select form that displays a list of UDCs. You can select an item from the list and place it in the appropriate field. You cannot edit the information that appears on this form.

3.2.3 Header Detail and Headerless Detail Forms

The Header Detail and Headerless Detail forms include a detail area, the OK button, and the Cancel button. You can change multiple records using these forms. The Header Detail form includes information from two different business views to provide more depth on the information that appears on the form. The Headerless Detail form provides information from only one table. Data that is common to all the records in the grid displays at the top of the form.

Header Detail and Headerless Detail forms enable you to:

  • Display multiple records

  • View records

  • Add records

  • Change records

  • Delete records

3.2.4 Fix/Inspect Form

The Fix/Inspect form does not include a detail area. If a record was chosen on a previous form, the Fix/Inspect form displays data for that record. If you are adding a record, the Fix/Inspect form is empty, except for any default values.

Fix/Inspect forms enable you to:

  • View a single record

  • Add a record

  • Change a record

3.2.5 Parent/Child Form

The Parent/Child form presents parent/child relationships in an application on one form. The left portion of the form presents a list of items. The right portion of the form displays information that relates to the selected item in the left portion of the form. The Parent/Child form supports the ability to drag and drop items from one area to another. This form includes Select and Close buttons.

You can resize the display areas according to your personal preferences.

3.2.6 Message Box

The message box contains information about processing that occurs when you work with JD Edwards EnterpriseOne software. For example, when you delete a record, a Confirm Delete message box appears to ask if you are sure that you want to delete the object. The message box might also include information about an event that occurs while you work with the system.

3.2.7 Power Forms

Power forms are web-only application forms that enable you to view multiple, interrelated views of data, grids, and tab pages on one form and to pass logic between them. The tab pages can have their own business views (BVs), and these BVs can communicate with each other and can update based on data selection and changes that occur in other BVs on the form.

3.3 Accessing JD Edwards EnterpriseOne Web Client

This section provides an overview of accessing the JD Edwards EnterpriseOne web client and discusses how to:

  • Access the JD Edwards EnterpriseOne Web Client through the JD Edwards Collaborative Portal.

  • Accessing the JD Edwards EnterpriseOne Web Client through the through the Enterprise Portal.

  • Access the JD Edwards EnterpriseOne Web Client Directly.

3.3.1 Understanding JD Edwards EnterpriseOne Web Client Access

Accessing JD Edwards EnterpriseOne applications on the web is similar to accessing files and applications on a company network. Typically, either when you start your computer or when you want to access company network directories, you must sign in to identify yourself to the system as an employee who has the right to access company resources. After you sign in, you can access files and applications on the network. Similarly, you must sign in the Web client-the gateway through which you access JD Edwards EnterpriseOne-before you can launch JD Edwards EnterpriseOne applications.

To sign in to the JD Edwards EnterpriseOne web client, your computer must have access to your company's intranet, you must have a Web browser installed on your computer, and your system administrator must create an account for you. When your system administrator sets up your account, he or she creates a user ID and assigns you a password.

Usually, you must enter your ID and password when you launch the JD Edwards EnterpriseOne web client. However, your system administrator can configure your computer in such a way so that you appear to bypass the sign-in process. For security reasons, however, most system administrators want you to sign in manually. When you sign in to the JD Edwards EnterpriseOne web client, EnterpriseOne Menu appears. EnterpriseOne Menu enables you to access JD Edwards EnterpriseOne applications, reports, and other features.

3.3.2 Accessing the JD Edwards EnterpriseOne Web Client through the JD Edwards Collaborative Portal

When you sign in to the Collaborative Portal, the Portal can pass your sign-in information to JD Edwards EnterpriseOne. Therefore, all you must do is bring up a workspace containing the EnterpriseOne Menu portlet. The EnterpriseOne Menu portlet enables you to access JD Edwards EnterpriseOne applications, reports, and other features.

3.3.3 Accessing the JD Edwards EnterpriseOne Web Client through the through the Enterprise Portal

When you sign in to the Enterprise Portal, the Portal can pass your sign-in information to JD Edwards EnterpriseOne. To access specific JD Edwards EnterpriseOne applications, reports, or features, your system administrator must provide you with specific menu options. Choose a menu option to launch a specific JD Edwards EnterpriseOne object.

3.3.4 Accessing the JD Edwards EnterpriseOne Web Client Directly

To sign in to the JD Edwards EnterpriseOne web client directly:

Follow this task to sign in to the JD Edwards EnterpriseOne web client if you do not use a portal.

  1. Launch your Web browser and navigate to your company's JD Edwards EnterpriseOne Web sign-in.

    Depending on how your system administrator has configured your system, the Web sign-in might appear when you launch your browser, you might need to click a button or a link, or you might need to navigate to a particular page. Your ability to access the JD Edwards EnterpriseOne Web Client directly might have been disabled. If you do not know how to find the JD Edwards EnterpriseOne Web sign-in, contact your system administrator.

  2. Complete the following fields:

    • User ID

    • Password

  3. If your system administrator indicated that you must sign in to a particular environment, click Details and complete the Environment field.

  4. If you have multiple roles and wish to sign in as one of them, click the Details button and complete the Role field.

    Note:

    The default value is *ALL, which signs you in as a member of all of your roles. Select the *ALL role if you are not sure which role to use.

  5. If you want your computer to remember your settings for the future, select Remember my sign in information.

    Note:

    Do not use this option if other people have access to your computer.

  6. Click Sign In.

    The EnterpriseOne Menu appears.

3.4 Navigating in EnterpriseOne

This section provides an overview of the EnterpriseOne Menu, and discusses how to:

  • Navigate in EnterpriseOne Menu.

  • Use the fast path.

  • Access your favorites task view.

  • Add a Task to your Favorites Task View

3.4.1 Understanding EnterpriseOne Navigation

EnterpriseOne Menu is the Web-based application you run to access JD Edwards EnterpriseOne applications.

3.4.1.1 Menu

The left portion of EnterpriseOne Menu displays a tree structure that you can use to navigate to the specific application or report that you want to launch. The tree can contain objects other than applications; for this reason, all objects in the tree are called tasks. Nodes, applications (including reports), and shortcuts in the tree are all tasks. Each time you click a node, you expand the tree a level and the view of the tree changes.

Principal sets of tasks are called task views. Your system administrator configures your task view list; that is, the initial contents of the tree. The list might start or end with a special task view called Favorites. All your other task views appear above or below this one.

System administrators use JD Edwards Solution Explorer and JD Edwards EnterpriseOne ERP security applications to manage user accounts and to configure EnterpriseOne Menu.

As you expand nodes the description of the node will wrap to the next line. You can use the Expand icon on the top of the menu to maximize the menu to full screen. To collapse the menu to the fixed width, you use the Restore icon. When the menu is expanded, applications will be displayed in a new window. You can customize the width of the menu by clicking the edge of the menu and dragging it to the size you desire. This width will be stored for you, and will continue to display at the same width until you change it.

EnterpriseOne Menu displays visual cues to help you identify the type of task. Interactive applications have a dash (-) beside them; batch applications have a blue dot beside them; all other tasks have a green dot beside them.

3.4.1.2 Open Application List

EnterpriseOne Menu enables you choose to have applications launch in a new window, or to launch in the window that is already displayed, replacing the current application located there. Each application that is open displays at the top of the EnterpriseOne Menu. This enables you to navigate between open applications.

3.4.1.3 Fast Path

Fast Path is a field that enables you to access a specific task (that is, a folder, application, or report) directly. You use commands in Fast Path to move quickly among menus and applications. To use the Fast Path field, enter a Fast Path code and click the button to the right of the field. Depending on how your system administrator configured your account, you might not be able to see Fast Path. You can also use the Fast Path field to access menus. Task views are composed of menus and individual tasks. Menus have no special format in EnterpriseOne Menu; they simply provide application developers with a convenient method of grouping applications. When you access a menu, you actually access a specific place in a task view. To access a menu, enter its ID. For example, G0 accesses the Foundation Systems menu. You can find a menu's ID by hovering over it. To launch an application, enter the application's program number. To specify a form in the application, enter the application's program number followed by a |, and then enter the form ID. For example, when you enter P01012|W01012B, the system displays the Work with Addresses form in the Address Book application. You can specify a version of a form to open by adding a | and the version number after the form name; for example, P01012|W01012B|ZJDE0003. Contact your system administrator for specific internal task, menu, and application IDs. Not all objects have Fast Path commands.

3.4.1.4 Favorites

The Favorites task view is where you can save links to other tasks. If you frequently run a task, you can save that task in your favorites list. Then, you can access that task directly from your Favorites task view. You have your own Favorites task view, and other users in your company have their own Favorites task views. No one else can see your Favorites task view or your changes. Depending on how your system administrator configured your account, you might not be able to see or change your Favorites task view.

3.4.1.5 Roles — Role Chooser

The tasks you see in the EnterpriseOne Menu are filtered by role. Your system administrator decides the tasks that will be available for each role and then assigns the role to you. You can have one or many roles assigned to you. You choose which role you want to use at the time you sign into EnterpriseOne. The role you choose determines the tasks that will be available to you. Your ability to choose roles at sign in and to choose roles from the EnterpriseOne Menu depends on if your system administrator has given you permissions to do so. If she/he has not, then you can only sign in using the *ALL (All My Roles) role. When signed in as *ALL (All My Roles) role, the EnterpriseOne Menu displays a concatenated list of all the tasks enabled for each role that is included in *ALL (All My Roles) role.

Note:

Your system administration determines the roles that are included in *ALL (All My Roles) role.

If enabled by your system administrator, the EnterpriseOne Menu displays the Role drop-down menu. This menu enables you to display different sets of tasks by role. You can either select *ALL – ALL My Roles to view a concatenated view of all of the tasks assigned to all of the roles in the *ALL (All My Roles) role. Or you can select an individual role and view only the tasks for that role. Only the roles that are included in the *ALL (All My Roles) role appear in the drop-down menu. If your system administrator has not enabled you to choose roles, the Roles drop-down menu will not display. Instead, you only see the *ALL (All My Roles) role and the tasks enabled within that role. This feature is only available if: Viewing tasks by role is enabled by your system administrator. You sign in using *ALL.

3.4.1.6 Actions

The Actions section displays static links that your system administrator makes available for you to use. These links are tasks that are used frequently by most users, such as a link to the online help, or a link to your personal profile. These links are available to all users accessing the same environment.

3.4.1.7 Preferences

The Preferences section of the EnterpriseOne Menu has the following option: Minimize menu on app launch.

These options determine whether the menu is displayed when an application is opened and where the application is displayed. If you choose Minimize menu on app launch option, the menu will not display when you launch an application. Clicking the Restore button will redisplay the menu.

3.4.2 Navigating in EnterpriseOne Menu

Access EnterpriseOne Menu.

  1. In EnterpriseOne Menu, click a task (that is, a folder) in the tree.

    The task node expands to show the tasks beneath it.

  2. Continue to drill into the tree structure until you reach the object you want to launch.

    Hover over a task to see more information about it. The system tells you what kind of object the task is (for example, application, report, and so on) and other information, such as its number and version.

  3. To launch the object, click it.

    You can launch multiple applications. Depending on how your system administrator has configured your system, additional applications launch in the same window or in a different window. If the system is configured for multiple browser windows, you can hold down the CTRL key when you press Enter to launch the application in a new window. Either way, the applications you have running appear at the top of the tree under Open Applications.

  4. If you have multiple applications open, click the application name under Open Applications to bring a specific application to the forefront.

    Depending on the object type, you might be able to select a version or to set data selection or processing options. Click the triangle to the right of the object and make a choice from the resulting drop-down menu.

3.4.3 Accessing your Favorites Task View

To access your Favorites task view:

In EnterpriseOne Menu, click the Favorites Task.

3.4.4 Adding a Task to your Favorites Task View

Access EnterpriseOne Menu.

To add a task to your Favorites task view:

  1. In EnterpriseOne Menu, navigate to the task that you want to add to your Favorites task view.

  2. Click the arrow next to the task and select Add To Favorites from the resulting menu.

3.5 Using the Grid

This section provides an overview of the grid and discusses:

  • Create a Grid Format.

  • Create a Grid Format for Pervasive Devices.

  • Apply a Grid Format.

  • Change a Grid Format.

  • Delete a Grid Format.

  • Hide or Showing Grid Columns.

  • Rearrange Grid Columns.

  • Set Grid Color and Font.

  • Change Grid Column Width.

  • Change the Sort Sequence of a Grid.

  • Exporting All Records from a Grid

  • Exporting Detail Area Content to Microsoft Excel, Word or to a Comma Separated Values File

  • Importing Data from an External Spreadsheet to a Grid

  • Customizing the Grid Dynamically

  • Copying and Pasting Grid Data

3.5.1 Understanding the Grid

Similar to find/browse forms, hierarchical grids, or parent/child browse forms, are used to query business views (BVs) and select records from BVs for operations. However, instead of a default grid control, hierarchical grids contain a default parent child control instead. Whether or not you have hierarchical grids depends on if your system administrator incorporated them into the applications you use.

The following table describes the features of the hierarchical grid:

Feature Description
Cut, Copy, and Paste You can cut, copy, and paste a node in the tree. Cutting a node will copy the data of a node and mark the node as being cut. Copy will copy the data of a node. Paste will paste the node as the last child of the new node. If the node is copied, the original node stays. If a node has been cut, the original node is removed. Cancel Cut will cancel the operation. Use the copy, cut, and paste buttons located on the toolbar of the grid to perform these functions.
Indent/Outdent You can change the indentation of a tree node. Use the Indent and Outdent buttons located on the toolbar of the grid to perform these functions.
Expand All You can expand all the nodes in the tree. Use the Expand All button located on the toolbar of the grid to perform this function.
Collapse All You can collapse all the nodes in the tree. Use the Collapse All button located on the toolbar of the grid to perform this function.
Fully Expand One Tree Node You can fully expand a selected tree node. When this happens, all cascading children of the selected tree node will be displayed. Use the Expand All button to perform this function.
View Location Number If your system administrator has turned on the View Location Number option, you will see a number beside each tree node. Use this number to determine the location of the tree node within the tree.
Flat Display Tree You can make all tree nodes display on one vertical level. Child nodes will not be indented.
Select All Children You can select all of the children in a node. Use the Select All button located on the toolbar of the grid to perform this function.
Editable Parent Child You can edit the tree column and all the grid columns in the hierarchical grid.
Change Data Dictionary Item on the Fly You can display custom selected columns in a user defined sequence.
Vertical Scrolling Keeps Column Header When scrolling down grid data, grid column header will remain visible.

3.5.2 Understanding Grid Icons and Buttons

This table shows the icons and buttons that might display on the grid. Whether or not you see any of these icons or buttons depends on if the application you are using was designed to display them. You might see a variation of these icons and buttons, depending on the application in which you are working.

Icon Description
Description of delete.gif follows
Description of the illustration delete.gif		 Delete
Description of edit.gif follows
Description of the illustration edit.gif		 Edit
Description of copy_and_lock.gif follows
Description of the illustration copy_and_lock.gif		 Lock
Description of unlock.gif follows
Description of the illustration unlock.gif		 Unlock
Description of move_up.gif follows
Description of the illustration move_up.gif		 Move Up
Description of move_down.gif follows
Description of the illustration move_down.gif		 Move Down
Description of price.gif follows
Description of the illustration price.gif		 Price
Description of print.gif follows
Description of the illustration print.gif		 Print
Description of attach.gif follows
Description of the illustration attach.gif		 Attach
Description of copy_and_lock.gif follows
Description of the illustration copy_and_lock.gif		 Copy
Description of view.gif follows
Description of the illustration view.gif		 View
Description of toggle_off.gif follows
Description of the illustration toggle_off.gif		 Toggle Off
Description of toggle_on.gif follows
Description of the illustration toggle_on.gif		 Toggle On
Description of weigh.gif follows
Description of the illustration weigh.gif		 Weigh

3.5.3 Creating a Grid Format

Your ability to create a grid format depends on whether or not your system administrator has enabled the Customize Grid option. If you do not see the Customize Grid option in the blue bar located at the top of the grid, you do not have permissions to customize the grid.

If you want to recall the default format, save the original grid format before you save a new format. Otherwise, you must remove the new format, exit the application, and then access the application again to view the default grid format.

Note:

Columns that you are required to use have an asterisks beside the column name. You cannot remove these required columns from your grid format.

Access the application for which you want to create a new grid.

  1. Launch the application for which you want to create a new grid format and click the Customize Grid link

  2. On Select Grid Format, click the Create button.

  3. Enter a name for the format in the Grid Format Name field.

  4. Complete the rest of the options as desired, and click the OK button.

  5. Click the Close button.

3.5.4 Creating a Grid Format for Pervasive Devices

Access the JD Edwards EnterpriseOne web client.

  1. Using the JD Edwards EnterpriseOne web client, launch the application for which you want to create a grid format for pervasive devices.

  2. Click Customize Grid and select the format that you want to use for pervasive devices.

    If you have not created the format, do so now. Follow the same steps for creating the format that you use for creating a Web-based format. However, keep in mind the limited space and color options offered by most pervasive devices when you decide about columns to display, column widths, column and text colors, and so forth.

  3. Click Default for Mobile Device and click Close.

3.5.5 Applying a Grid Format

Access a form with a grid.

On any form with a grid, select a grid format from the drop-down list next to Customize Grid.

You must create one or more grid formats before you can apply a grid format.

3.5.6 Changing a Grid Format

Your ability to change a grid format depends on whether or not your system administrator has enabled the Customize Grid option. If you do not see the Customize Grid option in the blue bar located at the top of the grid, you do not have permissions to customize the grid.

Note:

Columns that you are required to use have an asterisks beside the column name. You cannot remove these required columns from your grid format.

Access the application containing the grid format that you want to change.

  1. Click the Customize Grid link.

  2. On Select Grid Format, select the grid format that you want to change and click the Modify button.

  3. To change the name of the grid format, enter a new name in the Grid Format Name field.

  4. Change other elements of the grid as desired and click the OK button.

  5. Click the Close button.

3.5.7 Deleting a Grid Format

Your ability to delete a grid format depends on whether or not your system administrator has enabled the Customize Grid option. If you do not see the Customize Grid option in the blue bar located at the top of the grid, you do not have permissions to customize the grid.

Access a form with a grid.

  1. On any form with a grid, click the Customize Grid link.

  2. On Select Grid Format, select the grid format that you want to delete and click the Delete button.

    The grid format disappears from the list.

  3. Click the Close button.

3.5.8 Hiding or Showing Grid Columns

Access the application containing the grid you want to change.

Note:

Columns that you are required to use have an asterisks beside the column name. You cannot remove these required columns from your grid format.

  1. Click the Customize Grid link and either create a new format or select an existing one to modify.

  2. On Customize Grid, scroll to the Display and Order section.

  3. To prevent a column from showing on the grid, select it in the Display and Order list, and then click the left arrow.

  4. To make a column appear on the grid, select it in the Available Columns list, and then click the right arrow.

  5. Use the up and down arrows to change the order in which the system displays the columns on the grid.

  6. When finished, click the OK button, and then click the Close button.

3.5.9 Rearranging Grid Columns

Access the application containing the grid you want to change.

  1. Click the Customize Grid link and either create a new format or select an existing one to modify.

  2. On Customize Grid, scroll to the Display and Order section.

  3. In the Display and Order list, click a column name and use the up and down arrows to move it up or down in the list.

    The system displays the columns in the list in the order in which they appear from top to bottom. In other words, the column at the top of the list appears first on the grid, the column second from the top appears second on the grid, and so forth.

  4. Repeat step 4 for any other columns that you want to move.

  5. When finished, click the OK button, and then click Close.

3.5.10 Setting Grid Color and Font

Access the application containing the grid that you want to change.

  1. Click the Customize Grid link and either create a new format or select an existing one to modify.

  2. On Customize Grid, scroll to the Display and Order section.

  3. Click a column name in the Display and Order list.

    The column name appears in the Selected Column field.

  4. To apply a background color to the column, click a color in the pallet under Column Color.

    The hexadecimal value for the color that you chose appears in the Column Color field.

  5. To apply a color to the text in the column, click a color in the pallet under Text Color.

    The hexadecimal value for the color that you chose appears in the Text Color field.

  6. To apply a font style such as bold or italics to the text in the column, click the styles that you want to apply in the Text Options list.

  7. Click the Update Style button.

    The system updates the Selected Column field to show you how your choices will look. The system also places a plus sign next to the column name in the Display and Order list. This symbol indicates that user-defined formatting will be applied to the column.

  8. Repeat steps 4-8 to apply formatting to additional columns in the grid.

  9. When finished, click the OK button, and then click the Close button.

3.5.11 Changing Grid Column Width

Access the application containing the grid that you want to change.

  1. Click the Customize Grid link and either create a new format or select an existing one to modify.

  2. On Customize Grid, scroll to the Display and Order section.

  3. Click a column name in the Display and Order list.

    The column name appears in the Selected Column field.

  4. Enter a percentage value in the % Column Width field.

    This value is the percentage of the space that you want the system to allot to the column based on the width defined for the data item on which the column is based. You can enter a value between 25 and 400.

  5. When finished, click the OK button, and then click the Close button.

3.5.12 Changing the Sort Sequence of a Grid

Access the application containing the grid that you want to change.

  1. Click the Customize Grid link and either create a new format or select an existing one to modify.

  2. On Customize Grid, scroll to the Data Sequencing section.

  3. If you want to sort on a column, click the column name in the Available Columns list, and then click the right arrow.

    The system moves the column name from the Available Columns list to the Sequenced Columns list.

    A column must be included in the grid-that is, its name must appear in the Display and Order list-before you can sort on it.

  4. If you do not want to sort on a column, click the column name in the Sequenced Columns list, and then click the left arrow.

    The system moves the column name from the Sequenced Columns list to the Available Columns list.

  5. To rearrange the order of sort precedence, use the up and down arrows under the Sequenced Columns list to rearrange the column names.

    The system first sorts by the column at the top of the list, then by the column second from the top, and so forth.

  6. To sort column values in ascending order, click the column name in the Sequenced Columns list and select the Ascending check box.

    If you leave the Ascending box blank, the system sorts the column in descending order.

    An A appears next to the column names to be sorted in ascending order, and a D appears next to the column names to be sorted in descending order.

  7. When finished, click the OK button, and then click the Close button.

3.5.13 Exporting All Records from a Grid

You can export all records from a grid, rather than choosing a range of records to export.

  1. Launch an application with a detail area, and then click the Find button to load the detail area with records.

  2. Click the Tools icon, and then click the Export Grid Data menu.

  3. On Export Assistant, select one of these options:

    • Export To Excel

      Note:

      If you select this option, select if you want to export to a new workbook, or an existing workbook.

    • Export To Word

    • Export To Comma Separated Values (CSV) File character encoding

  4. Select the Export All option.

  5. Click Continue.

3.5.14 Exporting Detail Area Content to Microsoft Excel, Word or to a Comma Separated Values File

Access an application with a grid.

  1. Launch an application with a grid, and then use Find to load the detail area with records.

  2. From the Tools menu, click Export Grid Data.

  3. On Export Assistant, select one of these options:

    • Export to Excel

      If you select this option, select if you want to export the data to a new workbook, or an existing workbook.

    • Export to Word

    • Export to Comma Separated Values

  4. Select Export All to export all the data in the grid, or clear the Export All check box to export a range cells within the grid containing data that you want to export.

    If you clear the Export All check box, then you must select on the grid the range of cells you want to export. First, click the cell where you want the range to begin, then click the cell where you want the range to end.

    If you click the wrong cell, click Reset Selection.

  5. Click Continue.

    The system exports the detail area contents that you selected to the appropriate file type and displays it.

3.5.15 Importing Data from an External Spreadsheet to a Grid

You can import data from an external spreadsheet into a grid in EnterpriseOne. The external grid must be in CSV or Excel format. EnterpriseOne enables you to choose a range of data by entering the beginning and ending row and column where the data resides in the spreadsheet.

Access an application with a grid.

  1. From the Tools menu, choose Import.

  2. Click the Import from Excel or the Import From Comma Separated Values (CSV) option.

    If you choose the CSV option, the Excel file and Worksheet name options are hidden.

  3. In the Excel file: field, enter the location where the external spreadsheet from which you want to import data resides. You can also click the Browse button located beside the field and navigate to the file.

  4. In the Starting Cell fields, in the Col and Row fields, enter the co-ordinates of the first cell in the range of cells you want to import from the external file.

  5. In the Ending Cell fields, in the Col and Row fields, enter the co-ordinates of the last cell in the range of cells you want to import from the external file.

  6. Click one of the following options:

    • Insert (Import new rows at column A, row 0 of the grid): click this option if you want to add the rows you identified to the beginning of the grid. This option will not overwrite the existing data that resides in the grid; rather, it will add the rows to the existing data.

    • Paste: click this option if you want to overwrite the existing data that resides in the grid. With this option, you can paste the new rows anywhere in the existing grid. If you paste a range of data that exceeds the existing range of data in the grid, EnterpriseOne appends the new data after the last row of the grid data. These new rows are new, not overridden.

      If you choose Paste, the Select Paste Location in Grid fields become active. Enter the first cell location where you want to paste the data.

      You can click Reset to undo your changes and to return the initial data that was in the grid when you first entered the Import Assistant.

  7. Click Apply.

Importing and Exporting to the Clipboard

Exporting/importing to the Clipboard is available in ActiveX mode and HTML mode. When HTML mode is enabled the following options are removed:

  • Export to Word

  • Impor from Excel

The clipboard functionality replaces these options when in HTML mode.

Figure 3-1 HTML Mode

Description of Figure 3-1 follows
Description of "Figure 3-1 HTML Mode"

Figure 3-2 ActiveX Mode

Description of Figure 3-2 follows
Description of "Figure 3-2 ActiveX Mode"

To export data to the clipboard:

  1. Navigate to the Export Assistant

  2. Select Export to Clipboard.

  3. Define the cell range in the Export Assistant.

  4. Click the Apply button.

  5. Press Ctrl+C to copy the data to the clipboard.

To Import Data from the Clipboard:

  1. Navigate to the source data.

  2. Copy the desired data.

  3. Navigate to the Import Assistant from the target application.

  4. Select Import From Clipboard.

  5. Define an import location.

  6. Press Ctrl+V in the Import Assistant to view the data in the preview grid.

  7. Click the Continue button to complete the import.

3.5.16 Customizing the Grid Dynamically

JD Edwards EnterpriseOne enables you to dynamically customize a grid. “Dynamically” means that you are able to make changes directly to a grid on which you are working. You can change column widths, arrangement. You can save these changes and use them in any application where dynamic grid formatting is enabled.

To change column width

  1. Navigate to an application grid that you want to modify.

  2. Click the right side of the column and, while holding down the left mouse button, drag it to the desired width.

To rearrange columns

  1. Navigate to an application grid that you want to modify.

  2. Click the top of the column and, while holding down the left mouse button, drag it to the desired location and release the mouse button.

To save the changes you have made to the grid

  1. Navigate to an application grid that you want to modify.

    When you customize a grid, the page refreshes and a Save icon displays in the upper-right corner of the grid, beside the grid format name.

  2. Click the Save icon on the grid. If prompted, type a name in the field that is located beside it.

    When you log into the application again, your saved grid format is available.

3.5.17 Copying and Pasting Grid Data

In JD Edwards EnterpriseOne, you can select a single cell or a range of cells that contains grid data to copy and paste into any EnterpriseOne editable grid. An editable grid is one in which you can enter or delete data. You can also paste grid data into a tab delimited spreadsheet, like Microsoft Excel. You deselect cells by pressing the F5 button on your keyboard, or by clicking outside of the grid.

The “start cell” is the first grid cell you click to begin selecting a range of cells. The “end cell” is the last grid cell you click to end selecting a range of cells. The cells you select to copy can be editable or non-editable.

To copy and paste grid data

Navigate to an application grid that contains the data that you want to copy.

  1. Select a range of cells to copy by completing one of the following actions:

    • Click the start cell and, while holding down the left button, drag the mouse to the end cell. If the start cell is editable, you cannot use this action to select a range of cells. Instead, use the action described below.

    • Click on the start cell and while pressing the Shift key on your keyboard, click on the end cell. You can expand the range of cells you have already selected by pressing the Shift key and clicking on a different end cell.

      As you move your cursor toward the scroll bar, the grid will automatically begin scrolling so that you can select a cell outside of those that are currently visible on the grid.

    • Click the checkbox located beside a record. Press the Ctrl and C keys on your keyboard.

      This option only works if you have not selected a range of cells as described in option A or B.

  2. Press the Ctrl and C keys on the keyboard.

    The grid data that you selected is copied to the EnterpriseOne clipboard, which is located at the following location: :\WINDOWS\system32\clipbrd.exe

  3. Navigate to an editable grid, and place your cursor in an editable cell.

    It is important that you notice in which columns you are pasting the grid data. EnterpriseOne enables you to paste the grid data in any field on an editable grid, regardless of whether or not the columns match up. Therefore, you can paste grid date from an Alias Name column into an Address column, and EnterpriseOne will not correct the action.

  4. Press the Ctrl and V keys on the keyboard.

    EnterpriseOne pastes the data into the grid.

3.6 Working with Records

The section provides an overview of records and discusses how to:

  • Locate Records Using Specific Selection Criteria

  • Use the Query-by-Example Line

  • Locate Records Using Wildcard and Operators

  • Choose a Record

  • Add a Record

  • Change a Record

  • Delete a Record

3.6.1 Understanding Records

Databases store information in units called records. Each record might contain more than one item of information. For example, Dominique Abbott is an item of information in the EnterpriseOne system. When you access Dominique Abbott from the Address Book application, the record that appears might also include Dominique's phone number, address, and other pertinent information. The system might save all of this information as one record, or it might save some of this information as a primary record and other information as secondary records. These types of relationships exist throughout the system. Database tables store all system records. Each record must have at least one key that links the record to a database table. Keys are unique identifiers that distinguish one record from another. For example, Address Book uses Address Number as the key to distinguish each record. Therefore, each Address Number must be unique. When creating new records, you must enter information into a key field. If you do not enter information into a key field, the system displays an error message. Once you have entered information into a key field, you cannot edit that key field later. To change the key field information, you need to create a new record. The Media Objects feature allows you to add notes, graphics, and other objects to records.

3.6.2 Locating Records Using Specific Selection Criteria

Selection criteria defines your search by specific types of records. For example, you can include information in filter fields such as Name Search and Search Type to search only for employees whose names begin with the letter A.

  1. On Work With Addresses, complete the Search Type field.

    If you do not know the Search Type, use the Search button to view a list of user defined codes.

  2. Click the Find button.

    A list of matching records appears.

3.6.3 Using the Query-by-Example Line

You can use the query-by-example line to search for records by a grid column. For example, if you are searching for a person by name, enter all or part of the name in the query-by-example line directly above the Alpha Name column in the grid. The information that you enter in the query-by-example line must be a valid value for the column. If it is not, the system will not find a match. You cannot enter values in the disabled (grayed-out) columns because these columns do not allow searches. Some query-by-example lines work differently. On some forms in the Tools setup applications, tabbing to the end of a line after filling in one or more fields achieves the same result as clicking the Find button.

On any Find/Browse form, type the characters on which you want to search in the corresponding column of the query-by-example line, and then click Find. For example, on Address Book Revisions (P01012), type all or part of the name of the individual you are searching for in the Alpha Name column of the query-by-example line, and then click Find. The record that matches the query criteria appears in the grid.

3.6.4 Locating Records Using Wildcards and Operators

You can use the asterisk (*) as a wildcard character in place of one or more letters. Using the asterisk widens your search. For example, you can type abb* in the Alpha Name column of the query-by-example line to view all records that begin with the letters abb. Or you can type *bb* in the query-by-example line to retrieve those records that contain the letters bb in the middle of the name. In addition, you can search for values in a set using operators. For example, in the Address Number column of the query-by-example line, type <87 to specify address numbers that are less than 87. Type <b in the Alpha Name column of the query-by-example line to specify names that begin with a. The following operators are valid in the query-by-example line:

< Less than

< = Less than or equal to

> Greater than

> = Greater than or equal to

! Not equal to

Each time that you enter values in a search, click the Find button to retrieve matching records. 82

3.6.5 Choosing a Record

You choose a record for a variety of reasons. For example, you might need to change an employee's address and phone number. You can choose a single record or multiple records from the Find/Browse form, and then you can change the information on a Revision form.

You can choose a record in one of two ways:

  • Click the record and then click the Select button to open the corresponding form.

  • Double-click a record to select it and open the corresponding form.

To choose a record:

  1. On any Find/Browse form, locate a record.

  2. Double-click the record to display it on a revision form.

  3. On the revisions form, revise the record and then click OK.

    If you selected more than one record, your second record might appear now. If your second record does not appear, click the Next button at the top of the form. Continue to revise as needed.

  4. After you finish, be sure to click OK to save your latest revision and then click Cancel to exit.

3.6.6 Adding a Record

When adding records to the database, you add the primary record first and then add the secondary records.

To add a record:

  1. On a Find/Browse form, click Add to open a blank revision form.

  2. Enter the information for the new record.

  3. Click OK.

    When you add records, the system uses the Next Numbers feature to automatically number Address Book records, journal entries, purchase orders, and other documents.

3.6.7 Changing a Record

In EnterpriseOne, a Find/Browse form appears when you open most applications. On the Find/Browse form, you choose the action that you want to perform. Choosing a button or function that you want to perform displays, for example, a Fix/Inspect form on which you can change your record.

As you move from field to field, you view your changes reflected in the form. If you type an invalid value in a field, the field highlights in red and an error appears. You must correct the error before you click OK. Clicking OK saves your changes in the database.

You cannot change information on the Find/Browse form itself. The information you have changed appears after you choose the appropriate button on the Find/Browse form.

To change a record:

  1. On a Find/Browse form, choose a record.

    You can double-click a record, or choose a record and then click the Select button.

  2. On the revisions form, revise information as needed.

  3. Click OK to accept the revisions.

3.6.8 Deleting a Record

Occasionally, you might need to remove a record from your database. For example, you might no longer use a particular supplier. Depending upon the application, if you delete a primary record the system might also delete any secondary records related to the primary record, such as phone numbers. See the appropriate application guide for information about deleting child records.

To delete a record:

  1. On a Find/Browse form, choose one or more records.

  2. Click Delete.

    The system prompts you to confirm the deletion.

3.7 Working with Toolbar Options

This section contains the following topics:

  • Understanding Toolbar Options

  • Working with Row and Form Exits

  • Setting Up Favorite Row and Form Menu Selections

3.7.1 Understanding Toolbar Options

Most JD Edwards EnterpriseOne forms include a toolbar with buttons that provide access to specific tasks. You must be familiar with toolbar options to use the JD Edwards EnterpriseOne system. Toolbar options vary depending on form type. For example, a Find/Browse form usually includes a Select button so that you can select a record in the grid, whereas a Fix/Inspect form does not have a Select button because it displays the values for a specific record.

The following table describes many of the standard toolbar buttons:

Toolbar Button Description
Find The Find button displays records in a grid.
Select The Select button selects one or more records and opens corresponding forms.
Search The Search button displays all the entries from your database that match the search criteria that you specify.
Add The Add button opens a new form where you can add a new record.
OK When you click the OK button, record additions and updates are written to the database.
Copy From a Find/Browse form, the Copy button copies the entire record. The system copies all fields into a new record, except those fields that are unique to the existing record.From a Fix/Inspect form, the Copy button selects the fields for the new form. You must enter data in all other fields. You can modify on the new form those fields that you copied from the existing record.
Delete From a Find/Browse or Fix/Inspect form, the Delete button deletes the entire record.

Depending on the application that you are using, the Delete button might also remove related information. For example, if you delete an Address Book record, the system also deletes the phone numbers for that record. See your application user guide for information about deleting child records.
Close The Close button closes the form.
Cancel When you click the Cancel button, any changes you have made are lost and no database changes are made.
Tools The Tools button can include options such as Refresh, Export Grid Data, or Data Browser.

In addition to standard buttons, the toolbar can include other options such as reports (which provides a list of reports pertaining to the application), row exits, and form exits

3.7.2 Working with Row and Form Exits

When you click the Form or Row button on the toolbar, a list appears with options relating to the active form. The functions on the form and row exits vary from form to form. For example, a form or row exit might open a data entry form or provide access to other forms that relate to the record you selected.

You can also use row exit and form exit right-click options to access the selections on the row and form toolbar menus. When you right-click a cell in the grid, the grid row is selected and the row menu selections display in a pop-up menu. Using this feature, you do not need to click the Row button at the top of the form. This feature has been enabled for Find/Browse, Search & Select, Parent/Child, Headerless Detail, Header Detail, Power Browse, Power Edit, and Subform forms.

The following example shows the pop-up menu that displays on the Customer Service Inquiry form after right-clicking a cell in the grid:

Figure 3-3 Row Exit Pop-Up Menu

Description of Figure 3-3 follows
Description of "Figure 3-3 Row Exit Pop-Up Menu "

Note:

If the JD Edwards EnterpriseOne form does not have any Row menu selections available, the default browser's pop-up menu appears and the grid row is not selected.

Similarly, when you right-click in the form outside the grid, the form menu selections display. The form menu selections are not accessed from a row. Any disabled menu selections in the form and row menus do not display in the pop-up menu list.

The following example shows the form menu selections on the Customer Service Inquiry form:

Figure 3-4

Description of Figure 3-4 follows
Description of "Figure 3-4 "

Note:

To hide the form exit pop-up menu you can click anywhere in the form header. To hide the row exit pop-up menu, click anywhere in the grid except for grids which are editable. In the case of editable grids you have to click on the form header (or) below the grid area to hide the pop-up menu.

3.7.2.1 Accessing Row Menu Selections

To access row menu selections:

  1. On a form with a Row button on the toolbar, click the Row button.

    The row menu selections display in a drop-down list.

  2. Click the desired menu selection.

  3. Alternatively, click a cell in the grid to display the row menu selections in a pop-up window.

3.7.2.2 Accessing Form Menu Selections

To access form menu selections:

  1. On a form with a Form button on the toolbar, click the Form button.

    The form menu selections display in a drop-down list.

  2. Click the desired menu selection.

  3. Alternatively, right-click anywhere in the form (except the grid) to display the form menu selections in a pop-up window.

3.7.3 Setting Up Favorite Row and Form Menu Selections

The row and form menu selections can be managed and displayed in a the Favorites section of a row or form exit pop-up menu. For example, if you frequently use the SO Header Browse form exit in the Customer Service Inquiry (P4210) application, you can set up that selection in the Favorites menu, as shown in the following example:

Figure 3-5 Form Exit Pop-Up Menu with Favorites

Description of Figure 3-5 follows
Description of "Figure 3-5 Form Exit Pop-Up Menu with Favorites"

3.7.3.1 Adding Favorites to a Form or Row Pop-Up Menu

To add row or form exit selections as favorites in a pop-up menu:

  1. On a form with a Row button on the toolbar, right-click a cell in the grid to display the row pop-up menu.

  2. If the form has a Form button on the toolbar, right-click the form to display the form pop-up menu

  3. Click a selection in the Form or Row portion of the pop-up menu and drag it to the Favorites section.

    Note:

    If there are no menu items in the Favorites section, drag and drop the menu selection onto the Favorites label to add the menu item to the Favorites menu.

  4. If necessary, drag and drop the Favorites selections to reorder them.

  5. To remove a selection from Favorites, drag it to the Row or Form section of the pop-up menu.

3.8 Using Parameterized URL

The Simplified Parameterized URL is a feature that enables an external system to launch a native JD Edwards EnterpriseOne application through the use of a simple URL. This feature provides external applications the ability to have a nearly seamless user interface integration with any available JD Edwards EnterpriseOne application.

When you select Parameterized URL from the Tools menu on a form, a JavaScript Alert message shows the parameterized URL for that application. You can copy and paste the URL into a new browser page to launch the application.

Note:

If you are using Microsoft Internet Explorer, you must select the parameterized URL and use the keyboard shortcut Ctrl+C to copy it. If you are using the Mozilla Firefox browser, select the parameterized URL by using the Right -click and copy option in the Alert window to copy it.

Figure 3-6 Parametertized URL Selection on Tools Menu

Description of Figure 3-6 follows
Description of "Figure 3-6 Parametertized URL Selection on Tools Menu"

3.9 Working with Interface Features

The section provides an overview of interface features and discusses how to:

  • Use Online Documentation

  • Work with Error Messages and Error Dialog Boxes

  • Turn Auto Populate On or Off

3.9.1 Understanding Interface Features

EnterpriseOne contains features that you use to globally impact the EnterpriseOne web client interface.

3.9.1.1 Error Messages and Error Dialog Boxes

When you enter information into a field that is inaccurate or unrecognizable by JD Edwards EnterpriseOne, or if you fail to enter data into a required field, the field displays a red background to indicate the error, and an error message displays at the top of the form. If there are multiple errors on one form, they will display as a list at the top of the form. You can view more information about the error by clicking the arrow located to the left of the error message. If the error message has a Go To Error link to the right of it, you can click the link and JD Edwards EnterpriseOne will place your cursor in the field that correlates to the error message.

When you place your cursor in a field that contains an error, a dialog box displays that further identifies what you must enter into the field to correct the error. You can move the dialog box by clicking the top of it and dragging it to another location on the screen. You can tab out of the field to validate the information. After the information is validated, the error message is removed from the list. To view all the errors on the form listed at the top of the form, click Go to Top. To disable the pop-up dialog box, clear the Enable Error Pop-Ups check box at the top of the form.

3.9.1.2 Auto Populate On

AutoPopulate assists you when you are performing repetitive data entry on the grid control. It uses content that already exists in the grid column to populate the cell in which you are currently typing. If the characters you are typing match those that already exist in the same column, AutoPopulate automatically adds the whole string of characters from the existing cell to the current cell. For example, you have already entered the following number into a cell in the column in which you are currently typing: 330456 If you type a 3 in the current cell, AutoPopulate will automatically place 330456 in the cell in which you are working. You can opt to accept the number by pressing tab, or you can delete the number and enter one of your own. You can turn AutoPopulate on or off. The action you select will apply to all applications to which you have access within JD Edwards EnterpriseOne.

The feature is disabled for simplified Chinese, Korean, Japanese, and traditional Chinese language environments.

3.9.2 Using Online Documentation

Some tasks have documentation associated with them that you can view for information about how to perform a task.

To see the task documentation, click the triangle next to the task and select Documentation from the menu. A task might have multiple pages of documentation associated with it. If it does, two or more tabs appear at the top of the documentation frame. Click the different tabs to see all the documentation.

You access field-level help by placing the cursor is in a field and pressing F1 or by clicking the Item Help icon located at the top-right corner of a form. If the field in which the cursor resides is a business view column, the system displays the alias name, business view name and description, table name and description, and glossary text. If the field in which your cursor resides is a data dictionary column, the system displays the alias name, the term Data Dictionary Item, and the glossary text.

3.9.3 Working with Error Messages and Error Dialog Boxes

To view error messages and correct errors:

  1. On the application on which you are working, if there are red fields indicating errors, scroll to the top of the form and review the error messages that are displayed.

  2. If the error messages you are viewing contains a Go to Error link, click the link to go to the field that correlates to the error message.

  3. Enter valid information into the field.

  4. Tab out of the field, to ensure that the information you entered is correct or recognizable. If it is, the dialog box disappears, the field displays a white background, and the error message is removed from the list.

3.9.4 Turning Auto Populate On or Off

To turn Auto Populate On or Off, from the Tools menu, click AutoPopulate. If a check mark displays beside AutoPopulate, the feature is turned on. If no check mark displays, it is turned off.