| Oracle® Retail Invoice Matching User Guide Release 16.0.2 F10136-01 |
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Oracle Retail applications, like Oracle Retail Invoice Matching, include some common interface options and controls that you can use throughout the application workflow. The following sections describe these user interface controls in more detail.
Although you may have more than one Oracle Retail application installed on your system, each application may use many of the same interface components and abides by common rules and constraints.
The following topics are covered in this chapter:
This application contains an online HTML help that can guide you through the user interface. User information is included to describe high-level processes and procedures, as well as provide step-by-step instructions for completing a task.
You can access online help for a particular page by clicking on the Help link at the top of the application home page. Once in the help, you can access additional information through the table of contents or by using the index.
Oracle Retail applications support a variety of navigational tools and methods that allow you to move efficiently between application pages. Information on how to use and manage each of the tools and methods is included in this section.
A task is a set of links to a series of task flows organized in a specific sequence to accomplish a business process or procedure. For example, tasks can be defined for common multi-step procedures or processes so that you can quickly step through tasks. By navigating sequentially to the pages outlined in the task, you are assisted in stepping through the business process or activity.
Your Tasks list appears on the extreme left side of the home page. All of the tasks to which you have access appear in the list on the Tasks window. You can either click on the specific task name to open or use the Task Search component to search for a Task that you want to open.
To begin working with a task, choose the application feature or process from the list.
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Note: Your task menu may appear slightly different, depending on your retail application. |
You can view the tables displayed in the application in a separate window and even save these tables in as a Microsoft Excel spreadsheet.
To view any table in a separate window, click Detach. The table appears in a new window.
To export the table to an Microsoft Excel spreadsheet, click the Export icon 
. The table is saved as a Microsoft Excel spreadsheet.
The Preferences pages are where you specify the default regional, language, and accessibility settings that you want to use throughout the system.
To set your preferred preferences, click user name > Preferences at the top of the application home page. The Preferences page appears. The standard preference options available are as follows:
Regional
Language
Accessibility
To return to the application home page, click Back to Home at the top of the page. The Preferences pages are where you specify the default regional, language, and accessibility settings that you want to use throughout the system.
Use the following options to specify the default formats for territory, date, time, number, and time zone you want to use throughout the system.
Table A-1 Regional Options
| Value | Description |
|---|---|
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Territory |
Specify the country details. |
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Date Format |
Select the date format that you want to use. |
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Time Format |
Select the time format that you want to use. |
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Number Format |
Select the number format that you want to use. |
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Time Zone |
Select the time zone you want to use. |
Use the following options to specify the default language you want to use throughout the system.
The Notifications link, at the top of the Oracle Retail application home page, is optional for the application. It is where the system quickly alerts the user to issues within the system, such as calculation failures, successes, and other important information.
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Note: Your view may vary, depending upon the features selected during the setup process. |
Click the menu link to open the Recent Notifications. This provides a concise list of the most recent notifications.
Click Show All Notifications to open the Notifications tab to view more detail on all of the Notifications.
To make modifications, click the item in the Message Summary column to open the specific notification.
The Application Navigator, is optional for the application, and provides the ability to switch between applications.
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Note: Your view may vary, depending upon the features selected during the setup process. |
To switch between applications:
At the top left of the application, click the 
icon to open the list of available applications.
Select one of the listed applications. The application will open in a new tab.
