Download Procedures User Manual

Procedures
Table of Contents
1.
ABOUT THIS MANUAL................................................................................................................................ 1-3
1.1
INTRODUCTION ........................................................................................................................................... 1-3
1.1.1
Audience ............................................................................................................................................ 1-3
1.1.2
Organization ...................................................................................................................................... 1-3
2.
GETTING STARTED WITH ORACLE FLEXCUBE ................................................................................ 2-1
2.1
INTRODUCTION ........................................................................................................................................... 2-1
2.1.1
Changing your password ................................................................................................................... 2-2
2.1.2
Setting a reminder for password change ........................................................................................... 2-2
2.1.3
Procedure to Change Password ........................................................................................................ 2-2
2.2
THE APPLICATION BROWSER...................................................................................................................... 2-3
2.2.1
Menu .................................................................................................................................................. 2-4
2.2.2
Workflow............................................................................................................................................ 2-5
2.2.3
Tasks .................................................................................................................................................. 2-8
2.2.4
Customer.......................................................................................................................................... 2-10
2.2.5
My Dashboard ................................................................................................................................. 2-13
2.2.6
The Horizontal Toolbar ................................................................................................................... 2-18
2.2.7
Icons and the functions they represent............................................................................................. 2-18
2.2.8
Menu Options................................................................................................................................... 2-20
2.3
SOME COMMON ICONS AND THEIR USAGE ............................................................................................... 2-21
2.3.1
Adding and Deleting rows ............................................................................................................... 2-21
2.3.2
The Save and Exit Icons................................................................................................................... 2-22
2.3.3
Fetching Values from List of Values (LOV)..................................................................................... 2-22
2.4
SUPPORTED DATE FORMATS .................................................................................................................... 2-22
2.5
SUPPORTED AMOUNT FORMATS ............................................................................................................... 2-23
2.6
MINIMIZING MAIN SCREENS..................................................................................................................... 2-23
3.
KEYBOARD COMPATIBILITY .................................................................................................................. 3-1
3.1
INTRODUCTION ........................................................................................................................................... 3-1
3.2
LANDING PAGE – KEYBOARD COMPATIBILITY ........................................................................................... 3-1
3.2.1
Navigating through Side Bar ............................................................................................................. 3-1
3.2.2
Navigating through Toolbar .............................................................................................................. 3-2
3.3
CUSTOM WINDOW – KEYBOARD COMPATIBILITY ...................................................................................... 3-3
3.3.1
Detail Screen Navigation................................................................................................................... 3-3
3.3.2
Summary Screen Navigation.............................................................................................................. 3-6
4.
COMMON OPERATIONS ............................................................................................................................ 4-1
4.1
INTRODUCTION ........................................................................................................................................... 4-1
4.1.1
Creating a product group ID ............................................................................................................. 4-1
4.1.2
Modifying or amending the group ID description ............................................................................. 4-2
4.1.3
Deleting a product group ID.............................................................................................................. 4-2
4.1.4
Closing a product group ID............................................................................................................... 4-2
4.1.5
Authorizing a product group ID ........................................................................................................ 4-3
4.1.6
Creating a new product ..................................................................................................................... 4-3
4.1.7
Deleting a product ............................................................................................................................. 4-3
4.1.8
Copying a product ............................................................................................................................. 4-4
4.1.9
Closing a product .............................................................................................................................. 4-4
4.1.10 Amending an existing product ........................................................................................................... 4-4
4.1.11 Authorizing a product ........................................................................................................................ 4-5
4.1.12 Retrieving information about a product............................................................................................. 4-7
1-1