Basic Navigation
Signing on to Citrix through NFuse
Type your User ID and
Password appropriately to
logon to Citrix. This is the
same as your FOX
Windows ID and Password.
2
Selecting EnterpriseOne Application
Click the PeopleSoft
EnterpriseOne explorer
to log into EnterpriseOne
applications.
3
Signing on/off EnterpriseOne 9.0
To sign on, you must enter a user-
ID and Password (same as your
Windows login). The User-ID defines
security and permissions, initial menu,
language, currency symbol, and display
preferences.
Example: If your windows ID is JOHNS, your
EnterpriseOne login and password will be:
Login: JOHNS
PWD: johns
Environment defines in where you work
based on a path code (objects) and a data
source (data). (E.g. Production, Train, etc.)
Make sure to select the right one !
Signing off can be done by :
Choosing Exit from the File menu
Click the X button at the right of the
Title Bar
Press Alt + F4
4
Solution Explorer
Solution Explorer is the graphical interface to EnterpriseOne
itself:
Uses menus as the basis of navigation thoughout EnterpriseOne.
Menus display icons with text to represent EnterpiseOne
applications, reports, and other menus.
Displays menus in a tree structure. The structure can be used to
open a menu to display additional menus and the applications
and reports associated with the menu.
Includes a status bar, menu bar, toolbar, and menu selections.
Additional features include user preferences and display settings.
5
Solution Explorer Components
Menu
Bar
Fast
Path
Tool Bar
Menu
Tree
Menu Menu
Selection Tab
Status
Bar
6
Tool Bar Buttons
All individuals using the EnterpriseOne system or its
associated reporting tools.
Large Back a Word
New Tab Save Refresh Icons List Web Menu Search
Open Show/ Hide Remove Small Details Home Forward a
Menu Tree Tab Icons Menu
7
Menu Tree Selection
The menu tree structure appears in the left side of the
EnterpriseOne Explorer window. Menu selections are either
applications, additional menus or a combination of
applications and menus.
The initial menu is linked to your user profile and always
appears when you sign on to the system.
In Solution Explorer, you can open a menu using any of the
following methods:
Using the navigational method
Using Menu Word search
Using Fast Path
8
Opening Menus – Navigational Method
Click on the plus (+) sign
to reveal all menus.
Click on the minus (-)
sign to fold the menu
structure.
Double-click the text of the
menu/application to open
the menu/application
9
Opening Menus – Menu Word Search
1) On Solution Explorer,
click on the “Find”
button.
2) Type the appropriate
Search Word/Object
Menu and click “Find”.
3) To open an application,
select the appropriate
application and click
“Run”.
10
Opening Menus – Fast Path
1) Type the Menu ID of the Menu that you want to open;
OR
2) Click the down arrow button to display previously entered
fast paths and then choose the appropriate menu.
11
System Applications
Key General Ledger Files
EntepriseOne Key Systems Flow -companies F0010
-business units F0006 F0901
-Company, BU, Acct
combinations
-accounts F0909
- No Vendor Detail, Only Accounts
- Vendors Detail
Transaction and balances
Accounts
General Ledger
Purchasing Payable
F0911
F0411
Address Book Item Master
F0101 F4101
- Customers - Release
- Vendors
Note: The above File structure numbers (ie. F0XXX) are key files only and are not meant
to be a true representation of all files in EnterpriseOne.
12
Product Codes
EnterpriseOne is organized by Product Codes:
00: Foundation or System Wide
01: Address Book
04: Accounts Payable
09: General Ledger
41: Inventory Management
42: Sales Order Management
43: Procurement
98: Technical Foundation
13
Naming Conventions
Type System Code Suffix
F 0 9 0 1
(F) File/Table (01) Master File
(R) Report (02) Summary File
(P) Application (11) Detail File
(G) Menu
(D) Data Structure
(R) Batch Program
14
Opening Applications
In Solution Explorer, you can open an application using any
of the following methods:
Navigation from Solution Explorer
Using Menu Word search (refer to slide 11)
In EnterpriseOne naming convention, all interactive
applications are named with the first letter P and all batch
applications are named with the first letter R.
15
Opening Applications – Solution Explorer
1) Double-click on the
appropriate
application icon.
16
Application User Interface
EnterpriseOne applications have a user interface that is
similar to Solution Explorer, using the same look and feel of
menu bars, toolbars, and a status bar.
However, applications also have their own additional
features:
Visual Assists: displays specific values for a given field on an
application form
Exit Bar: provides icon-based access to areas within
EnterpriseOne
Task-Level Online Help: provides step-by-step procedures for
completing a given task
Form Types: establish how each form functions
Grids: display records
17
User Interface Form Components
Menu Bar
Toolbars
Exit Bar
18
User Interface Menu Bar
Displays specific options
applicable to the open
form or application.
Depending on the form
or application, the
menus and options will
change.
You can use your mouse
or keyboard to access
the menu.
19
User Interface Tool Bar
Provides access to
frequently used
commands. Hovering
over the button provides
a brief description.
Tool bar buttons will
change with the different
functionality of each
form.
You must be familiar
with the use of the
buttons to operate the
EnterpriseOne system.
LINKS
Provides access to other
areas of the
EnterpriseOne system.
20
User Interface Form – Tool Bar Buttons
Selects one or more records, opens corresponding forms.
Displays all records that match the search criteria you specify.
Opens a new form where you can add a new record.
From a Browse form, copy the entire record.
From a Revision form, selects the field for a new form.
From a Browse form, deletes the entire record and any information from related
forms.
From a Revision form, deletes the selected record
Close the form.
21
User Interface Form – Tool Bar Buttons (Cont.)
Ignores any additions, revisions, or deletions you made to the
current form, then closes the form and moves to the previous
form.
Accepts the data in the current form.
Opens the OLE Objects form where you can attach Object
Linking and Embedding (OLE) objects to the original form.
Opens your Internet browser for access to the Internet.
When you click the down arrow on the hyper-button, a pull-
down menu appears that provides a list of various options
relating to the active form.
22
User Interface Exit Bar
Movable and dockable
toolbar providing quick
access to other
applications and forms
within the current
application.
This is activated in the
preferences menu
option.
Rows and Form Exits
Depending on the type
of form, you will either
have a Row Exit or a
Form Exit.
23
User Interface – Pop-up Menus
Right-mouse click
on the area of the
form allows you
to display a menu
that provides
options specific
to that area of the
form.
24
Visual Assists
Visual assists are button that:
Can provide a pre-determined list of available selections for a certain field
Access supplemental tools
Automate the process of inputting information in fields.
Displays a calculator to use for arithmetic operations
Calculator
Displays a calendar
Calendar
Helps you to search for specific items by providing lists of
valid values, such as address numbers and list of codes that
categorize your records
Flashlight
25
Interactive vs. Batch Processing
Interactive
Starts when you enter system and ends when you exit system
Holds “conversation” with system
System acts on each request upon reception
Batch
Predefined group of processing actions which require little or no
interaction with the computer
Jobs submitted to job queue where they wait to be processed
26
Working with Interactive & Batch Versions
A version is a unique identifier for a
batch and interactive application. Most
interactive and batch programs have
processing options to specify the
options you want when you submit a
version of a program or report for
processing.
Processing options are a set of
parameters that include tab names,
comments and data items. These are
used to instruct the system to perform
specific functions to meet your
business needs.
Versions allow you to modify the
behavior of applications because they
exists independently of the application.
27
Accessing Processing Options - Interactive
1) Highlight the
application icon.
2) Right-mouse
click and
choose ‘Prompt
for Values’.
28
Accessing Processing Options - Batch
1) Highlight the
desired version of
the batch
application.
2) Click on the
‘Processing
Options’ at the
row exit.
29
Accessing Batch Job Status
You
Youcan
cancheck
checkthe
thestatus
statusof
of
your batch jobs for errors or
your batch jobs for errors or
confirmations.
confirmations.
30
Batch Job Status
Within
Withinthe
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youwill
willsee
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filecalled
calledSubmitted
SubmittedJobs
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Allthe
theJobs
Jobswill
willstay
stayin
inthis
thisfile
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untilyou
youdelete
deletethem!
them!
31
Batch Job Status (Cont.)
By
Byclicking
clickingon on
the Job R07200,
the Job R07200,
aafull
fulldescription
description
of
of thereason
the reasonforfor
the
theerror
errorisis
displayed
displayedon onthe
the
right hand side
right hand side
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ofthe
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completednormally.
normally.
32
Locating Records
Query by Example
(QBE) Line
You can use
asterisk (*) as a
wildcard
character to
widen your
search.
Note:
You can even
search for values
using operators
such as >, < and
=.
33
Adding Media Objects
EnterpriseOne’s Media Objects and Images feature allows
you to attach useful information to an application, form, row
and Object Library objects. There are four methods of
adding media objects:
Attach text
Attach an image
Attach an OLE object
Add a shortcut
A paperclip icon indicates that attachments exist for a
corresponding record. Checking for attachments can be
done after a record search.
34
Where to get Help
Online Help
Documentation is available online for
every program and every field.
Online information corresponds to
information that appears in
PeopleSoft guides.
Guides
PeopleSoft
Single source information is from
online help and guides
Global Support Services
After you have tried all other
sources of help, call PeopleSoft
Global Support Services
35
Accessing Online Help
There are two levels of Online Help:
Accessing task-level help
Accessing field-level help
36
Accessing Task-Level Help
Choose ‘How To’
from the Help
menu to access
the task-level help.
37
Accessing Field-Level Help
Right-mouse
click on the
appropriate
field and
choose ‘What
This’ from the
pop-up menu.
Or
Press F1 to
display the
pop-up menu.
38
Reviewing Error Messages
Choose
‘Display
Error’ to
display the
error
message.
Or
Press F8 to
display it.
39
Causes & Resolutions for Errors Messages
Right-mouse
click on the
appropriate field
and choose ‘Full
Description’
from the pop-up
menu.
Or
Double-click on
the error
message.
40