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Using Other Visual Assists

Using Other Visual Assists

Concept

To make the software more user-friendly, JD Edwards EnterpriseOne provides you with various visual assists such as the Calculator, Calendar, Hover Form, and Auto Suggest. Like the Visual Assist button, you only see these visual assists in certain fields where they are required.

 

Procedure

In this task, you will review various visual assists.

Step Action
Navigate to the Speed Invoice Entry program (P03B11) on the Customer Service Entry menu (G03B11).

Click the Fast Path button.

Click the Customer Invoice Entry menu.

Click the Speed Invoice Entry link.

Use the Speed Invoice Entry form to view various visual assists in EnterpriseOne.

Step Action
Click in the Gross Amount field.

Note that the system now displays a calculator visual assist next to the Gross Amount field.
Click the Calculator button.

The system displays the calculator visual assist to make calculations easily. The system displays the calculator visual assist only in fields where calculations need to be made or values need to be entered manually.
Click outside the Calculator to cancel.

Click in the Invoice Date field.

The system now displays a Calendar visual assist button next to the Invoice Date field.
Click the Invoice Date button.

The system displays the calendar visual assist to enter dates easily. The system displays the calendar visual assist in all the date fields in all EnterpriseOne applications.
Click outside the calendar to cancel.

Click the Cancel button.

Step Action
Navigate to the A/B Word Search program (P01BDWRD) on the Daily Processing menu (G0110).

Click the Fast Path button.

Click the Word Search link.

Use the A/B Word Search program to view Hover Form and Auto Suggest visual assists.

Step Action
Click the Find button.

Note that the system displays orange “dot” indicators at the top-left corner of the Address Number fields. This indicates that a hover form is associated with the Address Number field.

Hovering on the orange “dot” will change it into a clickable indicator.

Point to the orange dot for the Address Number 3334.
Note that the system now displays a clickable indicator instead of the orange dot with hover text “More”.
Click the indicator.

The system displays a hover form that contains context-based information about the Address Book Number 3334. You can follow the same process to see context-based information for all fields associated with hover forms in EnterpriseOne.
Click the Close button.

You can disable the hover form feature using preferences under Personalization menu.

Click the User ID drop-down menu.

Click the Preferences link.

Note the check box next to the Enable Hover Forms option. You can enable or disable Hover Forms using this option.
Click the Close button.

Next, you will review the auto-suggest visual assist.

Auto-suggest is a user interface feature that progressively searches and filters through text. Auto-suggest searches predefined tables and returns records that match the text as you type into a field.

Auto-suggest searches for data in multiple tables and returns 10 matching records per page.

Click in the Address Number field.

If Auto Suggest is enabled, you see a grey color arrow icon in the lower corner of the

text field, QBE field, or the grid cell when you click into it.

Enter the desired information into the Address Number field. Enter “123“.
The Auto Suggest feature displays the available options for the text “123”.
To disable auto suggest for the form, click the Tools menu.

Deselect the Auto Suggest feature from the Tools menu.

Click the Auto Suggest option.

The system now disables the auto suggest feature.

Click the Close button.

You have reviewed various visual assists.

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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