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Navigating in the System

Navigating in the System

Concept

After you are signed in to the system, use menus to navigate. In EnterpriseOne, each menu is represented by a link. With the proper security, a single click on any link takes you to the next menu or application.

 

Breadcrumbs enable you to keep track of the menus you have used to navigate to your current application. When clicked, each breadcrumb displays the associated menu and its submenus. However, Breadcrumbs do not appear if you use Fast Path.

Procedure

In this task, you will review how to navigate in the JD Edwards EnterpriseOne system.

Step Action
Begin navigating the system starting with a JD EnterpriseOne form. First, we will navigate to the form, and then navigate in the form.

Click the Navigator menu.

Click the EnterpriseOne Menus menu.

Click the Foundation Systems menu.

Click the Address Book menu.

Click the Daily Processing menu.

Step Action
Click the Address Book Revisions link.

Use the Work With Addresses form to browse through Address Book records.
Click the Find button.

You will receive the Open Find Warning when search criteria are not entered. You can proceed without the search criteria by clicking the Cancel button.
On the lower portion of the form, the system displays records. This area is referred to as Grid.
You can navigate from field to field by using the Tab key or by clicking in the field. To navigate to the previous field, you can press the Shift and Tab (Shift+Tab) keys at the same time, or click in the field.

Click in the Address Number field.

Press [Tab].
Notice that the cursor moved to the next field, which is above the Alpha Name column.

Press [Tab].

Now the cursor is in the next field, just above the Long Address column.

Press [Tab].

Now the cursor is in the next field, just above the Industry Class column. Notice the magnifying glass to the right of this field, which is referred to as a visual assist.
To go back to the previous field, you can use the combination of Shift and Tab keys.

Press [Shift+Tab].

Notice that you returned to the column that is above the Long Address column.
Next, you will view additional records in the grid.

Click the Next button.

The system now displays records 1-20 in the grid.
Click in the Search Type field.

Enter the desired information into the Search Type field. Enter “V“.
Click the Find button.

Note that the system now displays supplier records in the grid.
To view detailed information about an individual record, you must first select it. Next, you will select a record to view additional interface elements and learn about other navigational features of EnterpriseOne.

Click the 318 option.

The system displays a check mark in front of the first record in the grid and highlights the record. You can now select the record to view more detailed information.
Click the Select button.

You accessed more detailed information about this record. The system displays additional tabs.

Step Action
These tabs enable you to navigate to forms that contain additional fields and data that are related to this record.

Click the Mailing tab.

The company’s mailing address is shown on this tab.
Click the Cancel button.

Step Action
Click the Close button.

Next, you will learn about breadcrumbs in EnterpriseOne.

Breadcrumbs enable you to keep track of the menus you used to navigate to your current application. When you click a breadcrumbs, it displays the associated menu and its submenu at the location of the breadcrumbs.

Step Action
Click the User ID drop down.

Click the Preferences option under Personalization.

Click the Preferences option.

Click the Show Menu Breadcrumbs option.

Click the Save button.

Click the Navigator menu.

Click the EnterpriseOne Menus menu.

Click the Foundation Systems menu.

Click the Address Book menu.

Click the Daily Processing menu.

Click the Address Book Revisions link.

Note that the system now displays the path you followed after clicking the Navigator menu to open the Work With Addresses form.

Step Action
The breadcrumbs history is saved by default whenever you open any application using the Navigator drop-down menu. This enables you to keep the history of the paths you used to access tasks from the Navigator menu.

Click the Breadcrumbs History drop-down menu.

Note that the system displays the list of the breadcrumbs.

You can delete the history through the Preferences dialog box.

Note that you can undo the action by clicking Undo Clear Breadcrumbs History.

Click the Clear Breadcrumbs History button.

Click the Save button.

Note that there is no breadcrumbs history in the drop-down menu.

Step Action
When you are done working in the software, click the Sign Out button in User ID drop-down menu.

Click the Sign Out button.

You have successfully navigated in the JD Edwards EnterpriseOne system.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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