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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 Foundation Overview
1.2
JD Edwards EnterpriseOne 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 Form Types
3.1.1
Find/Browse Form
3.1.2
Search/Select Form
3.1.3
Header Detail and Headerless Detail Forms
3.1.4
Fix/Inspect Form
3.1.5
Parent/Child Form
3.1.6
Message Form
3.1.6.1
Message Form as Hover Form
3.1.7
Power Forms
3.2
Accessing JD Edwards EnterpriseOne Web Client
3.2.1
Understanding JD Edwards EnterpriseOne Web Client Access
3.2.2
Accessing the JD Edwards EnterpriseOne Web Client through the JD Edwards Collaborative Portal
3.2.3
Accessing the JD Edwards EnterpriseOne Web Client through the Oracle WebCenter Portal
3.2.4
Accessing the JD Edwards EnterpriseOne Web Client Directly
3.3
Navigating in JD Edwards EnterpriseOne
3.3.1
Understanding JD Edwards EnterpriseOne Home Page
3.3.2
Understanding EnterpriseOne Navigation
3.3.2.1
Menu
3.3.2.2
Breadcrumbs (Release 9.1 Update 2)
3.3.2.3
Open Application List
3.3.2.4
Recent Reports
3.3.2.5
Fast Path
3.3.2.6
Favorites
3.3.2.7
Roles — Role Chooser
3.3.2.8
Personalization
3.3.3
Navigating in Navigator Menu
3.3.3.1
Hot Keys
3.4
Working with Favorites
3.4.1
Accessing the Favorites Menu
3.4.2
Adding a Favorite
3.4.3
Adding a Favorite from an Open Application (Release 9.1 Update 2)
3.4.4
Manage Favorites Window
3.4.5
Renaming Favorites
3.4.6
Removing Favorites
3.4.7
Reordering Favorites
3.4.8
Reorganizing Favorites
3.5
Accessing Carousel Container
3.5.1
Carousel Tiles
3.5.1.1
Open Applications
3.5.1.2
Recent Reports
3.5.1.3
Favorites Tab (Release 9.1 Update 2)
3.5.1.4
Organizing Favorites (Release 9.1 Update 2)
3.5.1.5
Ordering Tabs
3.5.1.6
Hiding and Showing Recent Reports, Open Applications, Favorites Tabs and Sections (Release 9.1 Update 3)
3.5.2
Carousel Position
3.6
Using the Grid
3.6.1
Understanding the Grid
3.6.2
Understanding Grid Icons and Buttons
3.6.3
Creating a Grid Format
3.6.4
Creating a Grid Format for Pervasive Devices
3.6.5
Applying a Grid Format
3.6.6
Changing a Grid Format
3.6.7
Deleting a Grid Format
3.6.8
Hiding and Showing Grid Columns
3.6.8.1
Customize Grid Link
3.6.8.2
Right-Click in Column Header
3.6.8.3
Maximizing and Restoring the Grid
3.6.9
Freezing and Unfreezing Grid Columns
3.6.9.1
Non-Editable Grids
3.6.9.2
Editable Grids
3.6.9.3
Freezing and UnFreezing Grid Columns
3.6.10
Rearranging Grid Columns
3.6.11
Setting Grid Color and Font
3.6.12
Changing Grid Column Width
3.6.13
Changing the Sort Sequence of a Grid
3.6.14
Exporting All Records from a Grid
3.6.15
Exporting Detail Area Content to Microsoft Excel, Word, or to a Comma Separated Values File
3.6.16
Importing Data from an External Spreadsheet to a Grid
3.6.17
Customizing the Grid Dynamically
3.6.18
Copying and Pasting Grid Data
3.7
Working with Records
3.7.1
Understanding Records
3.7.2
Locating Records Using Specific Selection Criteria
3.7.3
Using the Query-by-Example Line
3.7.4
Locating Records Using Wildcards and Operators
3.7.5
Working with Search Criteria
3.7.5.1
Understanding the Query Control
3.7.5.2
Managing Queries
3.7.5.3
Creating Queries to Search for Data
3.7.5.4
Using Existing Queries to Search for Data
3.7.5.5
Modifying Queries
3.7.5.6
Copying Queries
3.7.5.7
Deleting Queries
3.7.6
Choosing a Record
3.7.7
Adding a Record
3.7.8
Changing a Record
3.7.9
Deleting a Record
3.8
Working with Toolbar Options
3.8.1
Understanding Toolbar Options
3.8.2
Working with Row and Form Exits
3.8.2.1
Accessing Row Menu Selections
3.8.2.2
Accessing Form Menu Selections
3.8.3
Setting Up Favorite Row and Form Menu Selections
3.9
Using Parameterized URL
3.10
Working with Interface Features
3.10.1
Understanding Interface Features
3.10.1.1
Error Messages and Error Dialog Boxes
3.10.1.2
Auto Populate On
3.10.1.3
Visual Assist Form
3.10.1.4
Auto Suggest
3.10.1.4.1
Enabling or Disabling Auto Suggest for a Single Form
3.10.1.4.2
Enabling or Disabling Auto Suggest Globally
3.10.1.5
UDC Drop-down Menu (Release 9.1 Update 3)
3.10.2
Using Online Documentation
3.10.3
Working with Error Messages and Error Dialog Boxes
3.10.4
Turning Auto Populate On or Off
4
Using JD Edwards EnterpriseOne Accessibility with the 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
4.2.1.1
Hover forms (Release 9.1 Update 2)
4.2.2
Controls in JD Edwards EnterpriseOne
4.2.3
Hot Keys
4.2.4
Hyper Exit Menus
4.2.5
Processing Indicator
4.3
JD Edwards EnterpriseOne Drop-down Menu Accessibility (Release 9.1 Update 2)
4.3.1
Favorites Drop-down Menu Accessibility (Release 9.1 Update 2)
4.4
JD Edwards EnterpriseOne Pages Accessibility (Release 9.1 Update 2)
4.5
Data Browser Accessibility
4.6
One View Report Accessibility (Release 9.1 Update 2)
4.7
Advanced Query Accessibility (Release 9.1 Update 2)
4.8
Customize Grid Accessibility (Release 9.1 Update 2)
4.9
Watchlists Accessibility (Release 9.1 Update 3.1)
4.9.1
Accessibility for Watchlist Management Window
4.9.2
Accessibility for Watchlists Drop-down Menu
5
Using JD Edwards Web Applications and Reports
5.1
Launching Applications and Reports
5.1.1
Launching an Application or Report
5.1.2
Launching Applications in Separate Windows
5.1.3
Viewing Report Output
5.1.4
Changing your Password
5.1.5
Sending a Shortcut to an Application Form
5.2
Viewing the Data in Tables and Business Views
5.2.1
Accessing Data Browser
5.2.2
Searching for Data in Tables
5.2.3
Searching for Data in Business Views
5.2.4
Using Existing Queries to Search for Data in Tables and Business Views
5.2.5
Creating Personal Search Queries to Search for Data in Tables and Business Views
5.3
Recovering Data
5.3.1
Understanding how to Recover Data
5.3.2
Retrieving All Records from the Database
5.3.3
Voluntarily Saving Data
5.3.4
Retrieving Data
5.3.5
Viewing Data
5.4
Working with Tasks, User Options, and the Calendar
5.4.1
Filtering Tasks by Role
5.4.2
Using Task Profiles
5.4.3
Working with User Options
5.4.4
Accessing the Calendar
6
Using Messages and Queues
6.1
Messages and Queues Overview
6.1.1
Internal and External Messages
6.1.2
Workflow Messages
6.1.3
Queues
6.1.3.1
Queues Provided with JD Edwards EnterpriseOne
6.1.3.2
Workflow Queues
6.2
Working with Messages
6.2.1
Sending Messages
6.2.1.1
Sending an Internal Message to a Single Recipient
6.2.1.2
Using a Quick List to Send a Message to Multiple Recipients
6.2.1.3
Sending a Message to Members of a Role
6.2.2
Using Shortcuts
6.2.2.1
Sending a Non-Workflow Shortcut
6.2.3
Using the Work Center
6.2.3.1
Viewing Messages
6.2.3.2
Revising Messages
6.2.3.3
Moving a Message to Another Queue
6.2.3.4
Redirecting Messages to the Priority or Secondary Queue
6.2.3.5
Canceling the Delivery of Messages
6.2.3.6
Reassigning Messages
6.2.3.7
Deleting Messages
6.2.4
Printing Messages
6.2.4.1
Printing a Message
6.2.4.2
Printing a Report that Lists All Messages in a Queue
6.3
Working with Queues
6.3.1
Setting Up a Queue
6.3.1.1
Specifying the Queues that a User Can View
6.3.2
Logging Time and Adding Remarks
6.3.2.1
Checking In and Out
6.3.2.2
Entering Remarks
6.3.2.3
Viewing Time Logs
7
Using Media Object Attachments
7.1
Media Object Attachments Overview
7.2
Using Media Objects
7.2.1
HTML Media Objects
7.2.2
Checking for Attachments
7.2.3
Checking for Attachments for a Single Row or a Range of Rows
7.3
Attaching Media Objects
7.3.1
Attaching Text
7.3.2
Spell Checking Text Media Objects
7.3.3
Attaching a File
7.3.4
Attaching an OLE Object
7.3.5
Attaching a Shortcut
7.3.6
Attaching a URL or File
7.3.7
Attach Media Objects Directly from Applications (Release 9.1 Update 3)
7.4
Searching for Media Objects
7.4.1
Searching for a Media Object
7.4.2
Renaming Attachments
7.4.3
Deleting Media Objects
7.5
Using Templates
7.5.1
Creating a Template
7.5.2
Attaching a Template
7.5.3
Modifying a Template
7.5.4
Deleting a Template
7.5.5
Deleting a Template on Media Objects
7.6
Setting Media Object Properties
7.6.1
Setting Text Properties
7.6.2
Setting Image Properties
7.6.3
Viewing OLE Properties
7.6.4
Setting Shortcut Properties
7.7
Enabling Metadata for Media Objects
7.7.1
Enabling Metadata Fields
7.7.2
Viewing and Defining Metadata
7.8
Attaching OLE Objects at the Base Form Level
7.8.1
Deleting OLE Objects at the Base Form Level
8
Using MailMerge Workbench
8.1
Understanding MailMerge Workbench
8.2
Creating a Data Set and Attaching Templates
9
Working with Processing Options
9.1
Understanding Processing Options
9.2
Understanding Processing Option Functions
9.3
Understanding the Types of Processing Options
9.4
Working with Processing Options
9.4.1
Using Interactive Version Processing Options
9.4.2
Using Version Processing Options
9.4.3
Launching Processing Options for Batch Versions Manually
9.4.4
Using Processing Options for Master Business Functions
10
Working with User Defined Codes
10.1
Understanding User Defined Codes
10.1.1
Category Codes
10.1.1.1
Example: User Defined Codes in Address Book
10.2
Customizing User Defined Codes
10.2.1
Prerequisite
10.2.2
Changing a UDC
10.2.3
Adding a UDC
10.2.4
Deleting a UDC
11
Working with JD Edwards EnterpriseOne Voice Commands on Chrome Browser (9.1 Update 4)
11.1
Understanding JD Edwards EnterpriseOne Voice Commands
11.2
Working with JD Edwards EnterpriseOne Voice Commands
A
JD Edwards EnterpriseOne Software Systems
A.1
JD Edwards EnterpriseOne Software Systems
Glossary
Index
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