5 Using JD Edwards Web Applications and Reports

This chapter contains the following topics:

Note:

If you are not using Internet Explorer as your browser, you might not have access to some of the functionality mentioned in this chapter.

5.1 Launching Applications and Reports

JD Edwards provides a variety of applications, reports, and other objects. Typically, you access these objects from the EnterpriseOne Menu.

5.1.1 Launching an Application or Report

Access EnterpriseOne Menu.

  1. In EnterpriseOne Menu, navigate to the application or report you want to launch.

  2. To launch the application or report without defining processing options, version, and so forth, double-click the report or application.

    Applications launch immediately. If you launch a report the system launches Work with Batch Versions so you can select which version you want to run.

  3. To select processing options or version for an application, right-click and select Values or Versions, respectively.

    After you select the processing options or version, the system launches the application. Depending on how your system administrator configured the system, you can launch the application either in the existing window or in a new one. 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, you can run multiple applications simultaneously. All applications you have running are listed in the EnterpriseOne Menu toward the top, under Open Applications. You can switch among them by clicking the application you want in the list.

  4. To select processing options or version or to designate data selection parameters for a report, right-click and select one of these options:

    • Values

    • Versions

    • Data Selection

    • Data Selection & Values

      After you set the options, the system might launch Work with Batch Versions so you can select which version you want to run. Then, the Version Prompting form appears. Select the prompting you want and click Submit to select a printer and process the report.

5.1.2 Launching Applications in Separate Windows

When you open more than one application, you can select to have the application launch in the existing window, or in a new window. If you select to have it launch in the existing window, JD Edwards EnterpriseOne replaces the application on which you are currently working with the application that you have just launched. If you select to launch additional applications in new windows, then each application appears and is fully functional in its own window.

To launch applications in new windows:

  1. Navigate to the task from the Navigator drop-down menu.

  2. Right click on the task and select Open in New Window from the context menu.

Note:

Access Preferences window from the Personalization menu and select Open Application In New Window check box to open all the application that are launched in a new window.

5.1.3 Viewing Report Output

Access the Personalization menu.

Before you can view the output of your reports online, you must run a report version.

  1. From the Personalization drop-down menu, select My System Options.

  2. On User Default Revisions, click Submitted Reports.

  3. On Work with Servers, select the server on which the report was run.

  4. Click Select.

  5. On Submitted Job Search, select the report you want to view.

  6. From the Row menu, click View PDF.

    The report appears in read-only, PDF format.

    To view report data on pages other than the one currently displayed, type a page number in the field located at the bottom of the PDF viewer.

    JD Edwards EnterpriseOne contains a feature called Page at a Time PDF that assists in downloading large files quickly. If your system administrator has enabled this feature, you should immediately see the first page of the PDF file. If Page at a Time is not enabled, you will see a blank screen in the PDF viewer while the file downloads. If this is the case, contact your system administrator.

5.1.4 Changing your Password

Access the Personalization menu.

  1. From the Personalization drop-down menu, select My System Options.

  2. On User Default Revisions, click Change Password.

  3. On User Password Revisions, complete the following fields and click OK:

    • Old Password

    • New Password

    • New Password - Verify

5.1.5 Sending a Shortcut to an Application Form

While you are working in the JD Edwards EnterpriseOne web client, you can email other users a shortcut to the application and form that you are looking at. The recipient double-clicks the shortcut in the email to access your current position in the software.

To send a shortcut to an application form:

  1. Launch a JD Edwards EnterpriseOne application and access the form that you want to send.

  2. Click Tools and select Send Shortcut.

  3. On Send Shortcut, complete these fields:

    • Address Number / User / Role / Distribution List

      Note:

      If you are sending a shortcut to members of a distribution list, you must click the Distribution List option and then select the address book number of the distribution list. If you enter the distribution-list address-book number without choosing the Distribution List option, the shortcut will be sent only to the distribution-list address-book number and not to the members of the distribution list.
    • Mail Box

      Select which mailbox/queue you want the message to be sent to.

    • Subject

      Type the text that you want to appear in the Subject line of the email message.

  4. If you want to include a message with the shortcut, type it in the large field at the bottom of the form.

  5. Click OK to send the shortcut.

    The recipient will receive the shortcut using an email in the Work Center or a third-party email system, depending on the recipient's email preferences in JD Edwards EnterpriseOne.

5.2 Viewing the Data in Tables and Business Views

If you want to view the data in tables and business views, you can use Data Browser. This tool enables you to verify the existence of data in a table or business view, as well as to determine the table or business view structure.

5.2.1 Accessing Data Browser

Type databrowser in the Fast Path. If you type databrowser in the Fast Path, the Query Selector form appears. If you are in an application, you can access the Data Browser by clicking the Tools menu, and then clicking Data Browser. If you access the Data Browser from an application, the Query Selector and the Data Browser forms appear. The Query Selector form enables you to select queries, tables, or business views to search for data. The Data Browser form enables you to search for data for a specific table or business view. When you access Data Browser from an application, the only tables and business views on which you can search are those that correspond to the application you are in.

5.2.2 Searching for Data in Tables

Access the Data Browser.

  1. Type databrowser in the Fast Path.

  2. Select the By Table option.

  3. In the Name field located under the By Table option, type the name of the table on which you want to search, or use the Search button to locate a table.

  4. Press Tab.

    The Data Source field automatically displays the name of the data source in which the table resides for the environment that you are logged into.

  5. In the Data Source field, if the data source that is displayed is different than the one from which you want to search, type a new data source, or use the search button to locate a data source.

  6. Click OK.

    The Data Browser search form appears for the table you specified.

  7. Use form filter fields, QBE columns, and Query control to locate data; if desired, save the query for future use.

See Also Section 3.7.5, "Working with Search Criteria"

5.2.3 Searching for Data in Business Views

Access the Data Browser.

  1. Type databrowser in the Fast Path.

  2. Select the By Business View option.

  3. In the Name field, type the name of the business view on which you want to search, or use the search button to locate a business view.

  4. Click OK.

    The Data Browser search form appears for the business view you specified.

  5. Use form filter fields, QBE columns, and the Query control to locate records; if desired, save the query for future use.

See Also Chapter 3, "Working with Search Criteria"

5.2.4 Using Existing Queries to Search for Data in Tables and Business Views

Access the Data Browser.

  1. Select the Personal Queries or Public Queries option.

    The Personal Queries option enables you to select queries you have created for yourself from a drop-down menu. The Public Queries option enables you to choose from a drop-down menu queries that have been made available to you by a system administrator.

  2. From the drop-down menu located next to the option you selected, select the query on which you want to search.

  3. Click OK.

5.2.5 Creating Personal Search Queries to Search for Data in Tables and Business Views

Access the Data Browser.

  1. Follow the instructions for searching for data in tables or searching for data in business views in the previous sections.

  2. On Data Browser, use the Query control to design a query.

    See Chapter 3, "Working with Search Criteria".

  3. Click the Find button in the Query Management side panel or on the form to run the query.

  4. If you want to save the query, click the Save Query icon in the Query Management side panel.

  5. Enter a name for the query.

    The new query name appears in the Query field.

  6. Close the Query Management side panel.

    The new query name appears in the Query field on the form. To find records without using a query, you must reset the Query field to All Records.

Note:

The queries created using the Query control are Enhanced Queries, which differ from the Saved Queries that users might have created in previous releases. You can convert the format of the old Saved Queries to Enhanced Queries by using a conversion process.

See "Converting Saved Queries to Enhanced Queries" in the JD Edwards EnterpriseOne Tools System Administration Guide.

5.3 Recovering Data

This section provides an overview of how to recover data and discusses how to:

  • Retrieve all records from the database.

  • Voluntarily save data.

  • Retrieve data.

  • View data.

5.3.1 Understanding how to Recover Data

You use JD Edwards EnterpriseOne web client to recover data from applications that have erred or timed out due to:

  • Catastrophic errors

  • Transaction failures

  • Session time outs

  • Voluntary save

Data saved from system failures is saved at the moment when the system errors, failures, or time outs occur. The Application Failure Recovery Applications program (P95400) enables you to access and recover data from any transaction from which you have saved data. Using P95400, you can view the data from failed transactions. You must be granted permission by an administrator to view data from applications that are not your own. For example, an administrator might give a sales department supervisor the permission to recover data from transactions performed by other users in the department. If you are unable to save data, check with your system administrator.

5.3.2 Retrieving All Records from the Database

Fetch All Records enables you to retrieve all records from the database that match your search criteria. JD Edwards EnterpriseOne then categorizes the records into larger groups so that you are able to view several records by scrolling through the grid, rather than having to view only ten at a time. The default number of records in a group is 200.

To fetch all records, click the Go to End button located on the blue bar on the grid.

5.3.3 Voluntarily Saving Data

Your ability to save data voluntarily depends on whether or not your system administrator has this feature enabled or disabled. Access an application in which you have entered data.

  1. Click Tools, then select one of these options:

    Save

    Save As

  2. On Select Application Failure Header Label, select the check box if you want the JD Edwards EnterpriseOne to assign a label to the data you are saving. To manually enter a label and description, clear the box and enter a label and description in the respective fields.

    Note:

    The label is a name you assign the data, like a filename. The description is a brief explanation that helps you identify what the data is.
  3. Click OK.

    JD Edwards EnterpriseOne saves the data you have entered in the application.

5.3.4 Retrieving Data

The Failure Recovery Data and Application Saved Data links on the JD Edwards EnterpriseOne Menu opens the P95400 application.

Access the P95400 application.

  1. On Work with Application Failure Records, search for data using these criteria:

    From Saved Date and To Saved Date

    Type the dates between which the data for which you are searching was saved.

    If you select one of the following options in addition to the dates you have entered in these fields, JD Edwards EnterpriseOne retrieves the data saved within the dates, and that matches the search criteria you specify.

    View All

    Click this option to view all of the data that was saved, including system failures, time outs, or voluntary saves.

    View Failures

    Click this option to view only that data that was saved due to system failure.

    View Saves

    Click this option to view only that data that was saved voluntarily.

    View Timeouts

    Click this option to view only that data that was saved because the system timed out.

  2. Click Find.

    JD Edwards EnterpriseOne retrieves the data that matches the search criteria you entered.

  3. Click the record that contains the data you want to save.

    On Saved Application Data, click the record or records containing the data you want to view.

    Note:

    Each record is a form within the application where data was saved. If no data was saved on the form, either because it was not saved voluntarily or because there was no data added to it (for example, Search/Browse form), you will see an N in the Data Saved (Y/N) column.

5.3.5 Viewing Data

After you have retrieved data, you view the information contained in the records.

  1. Retrieve the data you want to view.

  2. Select a record from the bottom grid, and then click View Data.

    The information contained in the record displays in a read-only format.

5.4 Working with Tasks, User Options, and the Calendar

The section discusses how to:

  • Filter tasks by role.

  • Use task profiles.

  • Work with user options.

  • Access the calendar.

5.4.1 Filtering Tasks by Role

You filter the tasks that you see by selecting a role. Each role contains its own set of tasks. When you log into JD Edwards EnterpriseOne using the *ALL role, you see only those tasks associated with a single role rather than a concatenation of all tasks associated with all roles.

In the web client, you view the other roles assigned to you by choosing the role from the Role drop-down menu located on EnterpriseOne Menu, and then clicking the button to the right of the field.

The tree view changes to show the tasks that are available to the role that you chose.

5.4.2 Using Task Profiles

For each task, you can view profile information about the task itself. To display the profile for a task, click the triangle to the right of the task and select Task Profile.

The Task Profiles window has three tabs: Basic, Intermediate, and Advanced. The information in the window varies based on the item currently selected. Some of the information on the tabs is described below:

  • Version resides on the Intermediate tab.

  • Object Name resides on the Intermediate tab.

  • Task ID resides on the Advanced tab. If you know an object's task ID, you can launch it directly from the Fast Path toolbar.

5.4.3 Working with User Options

When you click My System Options, the User Default Revisions form appears. The following list describes the associated action for each button on the User Default Revisions form:

Button Description
User Profile Revisions Launches the User Profile Revisions program (P0092). Only system administrators should change user profiles.
Change Password Launches the JD Edwards EnterpriseOne Security program (P98OWSEC), which you use to change your password.
Submitted Reports Launches the Work With Servers program (P986116), which you can use to review the status of a submitted report or job, change your report or job priority, work with the report output, and review errors.
Set Default Printer Launches the Printer Application program (P98616). Only system administrators should change default printer settings.

5.4.4 Accessing the Calendar

The calendar enables you to enter and view time sensitive information, such has meetings and appointments. Depending on the permissions your system administrator has assigned you, you can view, add, delete, and modify activities listed in the calendar. You can view the calendar one day at a time, by the week, or by the month. Your system administrator determines the calendar view that you see.

This section discusses the default features and functionality that are available in the calendar. You might not see some of these features or might not be able to perform some functions due to your permissions. The default view for the calendar consists of one large calendar on the left with a Day tab, a Week tab, and a Month tab. Three small calendars are located on the right side. The first small calendar shows the month previous to the month displayed in the large calendar. The second calendar shows the month displayed in the large calendar. The third calendar shows the month following the month displayed in the large calendar. Today's date is highlighted in a yellow box in the appropriate small calendar.

The large calendar and the three small calendars are fully interactive. Clicking in any calendar automatically adjusts the other calendars. For example, if you select a week in the large calendar, the week will be selected in the corresponding small calendar as well.

You can double click in the large calendar to add an activity, if you have appropriate permissions. If you are adding an activity on the Day tab, double clicking on a time line automatically assigns a 30 minute time slot, which you can change. Clicking on the time located at the beginning of the line automatically assigns a 1 hour time slot, which you can change as well. If you your calendar displays an activity that exceeds 24 hours, the activity displays in the All Day row at the top of the large calendar. The calendar automatically adjusts across time zones. For example, if someone schedules a meeting for 8:00 a.m. Pacific time, the activity will appear at 10:00 a.m. Central time.

To access the calendar, type P01301 in the Fast Path.