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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Foundation
1.1
JD Edwards EnterpriseOne Tools Foundation Overview
1.2
JD Edwards EnterpriseOne Tools Foundation Implementation
2
Understanding JD Edwards EnterpriseOne Software
2.1
JD Edwards EnterpriseOne Access
2.2
JD Edwards EnterpriseOne Software Features
2.3
JD Edwards EnterpriseOne System Integration
2.4
JD Edwards EnterpriseOne Foundation
3
Using the JD Edwards EnterpriseOne Web Application User Interface
3.1
Understanding Web Application Forms
3.2
Form Types
3.2.1
Find/Browse Form
3.2.2
Search/Select Form
3.2.3
Header Detail and Headerless Detail Forms
3.2.4
Fix/Inspect Form
3.2.5
Parent/Child Form
3.2.6
Message Box
3.2.7
Power Forms
3.3
Accessing JD Edwards EnterpriseOne Web Client
3.3.1
Understanding JD Edwards EnterpriseOne Web Client Access
3.3.2
Accessing the JD Edwards EnterpriseOne Web Client through the JD Edwards Collaborative Portal
3.3.3
Accessing the JD Edwards EnterpriseOne Web Client through the through the Enterprise Portal
3.3.4
Accessing the JD Edwards EnterpriseOne Web Client Directly
3.4
Navigating in EnterpriseOne
3.4.1
Understanding EnterpriseOne Navigation
3.4.1.1
Menu
3.4.1.2
Open Application List
3.4.1.3
Fast Path
3.4.1.4
Favorites
3.4.1.5
Roles — Role Chooser
3.4.1.6
Actions
3.4.1.7
Preferences
3.4.2
Navigating in EnterpriseOne Menu
3.4.3
Accessing your Favorites Task View
3.4.4
Adding a Task to your Favorites Task View
3.5
Using the Grid
3.5.1
Understanding the Grid
3.5.2
Understanding Grid Icons and Buttons
3.5.3
Creating a Grid Format
3.5.4
Creating a Grid Format for Pervasive Devices
3.5.5
Applying a Grid Format
3.5.6
Changing a Grid Format
3.5.7
Deleting a Grid Format
3.5.8
Hiding or Showing Grid Columns
3.5.9
Rearranging Grid Columns
3.5.10
Setting Grid Color and Font
3.5.11
Changing Grid Column Width
3.5.12
Changing the Sort Sequence of a Grid
3.5.13
Exporting All Records from a Grid
3.5.14
Exporting Detail Area Content to Microsoft Excel, Word or to a Comma Separated Values File
3.5.15
Importing Data from an External Spreadsheet to a Grid
3.5.16
Customizing the Grid Dynamically
3.5.17
Copying and Pasting Grid Data
3.6
Working with Records
3.6.1
Understanding Records
3.6.2
Locating Records Using Specific Selection Criteria
3.6.3
Using the Query-by-Example Line
3.6.4
Locating Records Using Wildcards and Operators
3.6.5
Choosing a Record
3.6.6
Adding a Record
3.6.7
Changing a Record
3.6.8
Deleting a Record
3.7
Working with Toolbar Options
3.7.1
Understanding Toolbar Options
3.7.2
Working with Row and Form Exits
3.7.2.1
Accessing Row Menu Selections
3.7.2.2
Accessing Form Menu Selections
3.7.3
Setting Up Favorite Row and Form Menu Selections
3.7.3.1
Adding Favorites to a Form or Row Pop-Up Menu
3.8
Using Parameterized URL
3.9
Working with Interface Features
3.9.1
Understanding Interface Features
3.9.1.1
Error Messages and Error Dialog Boxes
3.9.1.2
Auto Populate On
3.9.2
Using Online Documentation
3.9.3
Working with Error Messages and Error Dialog Boxes
3.9.4
Turning Auto Populate On or Off
4
Using JD Edwards EnterpriseOne Accessibility with JAWS Screen Reader Software
4.1
JD Edwards EnterpriseOne Web Client Accessibility Compliance
4.2
JD Edwards EnterpriseOne Application Accessibility
4.2.1
Forms in JD Edwards EnterpriseOne
4.2.2
Controls in JD Edwards EnterpriseOne
4.2.3
Hot Keys
4.2.4
HTML Pages
4.2.5
Hyper Exit Menus
4.2.6
Processing Indicator
4.3
JD Edwards EnterpriseOne Menu Accessibility
4.4
Data Browser Accessibility
5
Using JD Edwards Web Applications and Reports
5.1
Launching Applications and Reports
5.1.1
Understanding How to Launch an Application or Report
5.1.2
Launching an Application or Report
5.1.3
Launching Applications in Separate Windows
5.1.4
Viewing Report Output
5.1.5
Changing your Password
5.1.6
Sending a Shortcut to an Application Form
5.2
Working with Search Criteria
5.2.1
Understanding Search Criteria
5.2.2
Saving Search Criteria
5.2.3
Applying Saved Search Criteria
5.2.4
Editing Search Criteria
5.2.5
Deleting Search Criteria
5.3
Viewing the Data in Tables and Business Views
5.3.1
Understanding Data Browser
5.3.2
Accessing Data Browser
5.3.3
Searching for Data in Tables
5.3.4
Searching for Data in Business Views
5.3.5
Using Existing Queries to Search for Data in Tables and Business Views
5.3.6
Creating Personal Search Queries to Search for Data in Tables and Business Views
5.4
Recovering Data
5.4.1
Understanding how to Recover Data
5.4.2
Retrieving All Records from the Database
5.4.3
Voluntarily Saving Data
5.4.4
Retrieving Data
5.4.5
Viewing Data
5.5
Working with Tasks, User Options, and the Calendar
5.5.1
Filtering Tasks by Role
5.5.2
Using Task Profiles
5.5.3
Working with User Options
5.5.4
Accessing the Calendar
6
Understanding Messages and Queues
6.1
Messages and Queues Overview
6.2
Internal and External Messages
6.3
Workflow Messages
6.4
Queues
6.4.1
Queues Provided with JD Edwards EnterpriseOne
6.4.2
Workflow Queues
7
Working with Messages
7.1
Sending Messages
7.1.1
Understanding How to Send Messages
7.1.2
Forms used to Send an Internal Message to a Single Recipient
7.1.3
Sending an Internal Message to a Single Recipient
7.1.4
Using a Quick List to Send a Message to Multiple Recipients
7.1.5
Sending a Message to Members of a Role
7.2
Working with Shortcuts
7.2.1
Understanding Shortcuts
7.2.2
Form Used to Send a Non-Workflow Shortcut
7.2.3
Sending a Non-Workflow Shortcut
7.3
Using the Work Center
7.3.1
Understanding the Work Center
7.3.1.1
View Messages
7.3.1.2
Revise Messages
7.3.1.3
Move a Message to Another Queue
7.3.1.4
Redirect Messages to the Priority or Secondary Queue
7.3.1.5
Cancel the Delivery of Messages
7.3.1.6
Reassign Messages
7.3.1.7
Delete Messages
7.3.2
Forms Used to Access the Work Center
7.3.3
Viewing Messages
7.3.4
Revising Messages
7.3.5
Moving a Message to Another Queue
7.3.6
Redirecting Messages to the Priority or Secondary Queue
7.3.7
Canceling the Delivery of Messages
7.3.8
Reassigning Messages
7.3.9
Deleting Messages
7.4
Printing Messages
7.4.1
Understanding Message Printing
7.4.2
Printing a Message
7.4.3
Printing a Report that Lists All Messages in a Queue
8
Working with Queues
8.1
Understanding Queues
8.2
Setting Up Queues
8.2.1
Setting Up a Queue
8.2.2
Specifying the Queues that a User Can View
8.3
Logging Time and Adding Remarks
8.3.1
Understanding Work Center Monitoring
8.3.2
Checking In and Out
8.3.3
Entering Remarks
8.3.4
Viewing Time Logs
9
Working with Media Object Attachments
9.1
Understanding Media Object Attachments
9.2
Working with Media Objects
9.2.1
Understanding how to Work with Media Objects
9.2.2
Understanding how to Work with HTML Media Objects
9.2.3
Checking for Attachments
9.2.4
Checking for Attachments for a Single Row or a Range of Rows
9.3
Attaching Media Objects
9.3.1
Understanding how to Attach Media Objects
9.3.2
Attaching Text
9.3.3
Spell Checking Text Media Objects
9.3.4
Attaching a File
9.3.5
Attaching an OLE Object
9.3.6
Attaching a Shortcut
9.3.7
Attaching a URL or File
9.4
Searching for Media Objects
9.4.1
Understanding how to Search for Media Objects
9.4.2
Searching for a Media Object
9.4.3
Renaming Attachments
9.4.4
Deleting Media Objects
9.5
Working with Templates
9.5.1
Creating a Template
9.5.2
Attaching a Template
9.5.3
Modifying a Template
9.5.4
Deleting a Template
9.5.5
Deleting a Template on Media Objects
9.6
Working with the Properties of Media Objects
9.6.1
Setting Media Object Properties
9.6.2
Setting Text Properties
9.6.3
Setting Image Properties
9.6.4
Viewing OLE properties
9.6.5
Setting Shortcut Properties
9.7
Working with Metadata to Media Objects
9.7.1
Enabling Metadata Fields for Media Objects
9.7.2
Viewing and Defining Metadata
9.8
Attaching OLE Objects at the Base Form Level
9.8.1
Attaching OLE Objects at the Base Form Level
9.8.2
Deleting OLE Objects at the Base Form Level
10
Using MailMerge Workbench
10.1
Understanding MailMerge Workbench
10.2
Creating a Data Set and Attaching Templates
10.3
Attaching Templates to a Data Set
11
Using Processing Options
11.1
Understanding Processing Options
11.2
Understanding Processing Option Functions
11.3
Understanding the Types of Processing Options
11.4
Working with Processing Options
11.4.1
Understanding Processing Options
11.4.1.1
How Processing Options Work From a Menu
11.4.2
Using Interactive Version Processing Options
11.4.3
Using Version Processing Options
11.4.4
Launching Processing Options for Batch Versions Manually
11.4.5
Using Processing Options for Master Business Functions
A
Hot Keys
A.1
Understanding Hot Keys
A.2
Keyboard Shortcuts
A.3
EnterpriseOne Menu
A.4
Tree Grid
A.5
Button Hot Keys
A.6
Keyboard Shortcuts for the Calendar Tool
A.7
Web Client Keyboard Shortcuts for the Calculator Tool
A.8
Keyboard Shortcuts for Media Object Text
A.9
Keyboard Shortcuts for Calendar Control
A.10
Moving in the Grid
B
JD Edwards EnterpriseOne Software Systems
B.1
JD Edwards EnterpriseOne Software Systems
Glossary
Index
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