This tutorial deals with Oracle Fusion Financials, and how it functions. In this tutorial, we look at the interface of the Fusion applications.

Fusion Apps User Interface

(continued from Part 1)

The Navigator Menu

The Navigator menu has got several sub-divided sections. These sections depend upon the role of the user who has logged in to the application.

Fig, 1 - The Navigator menu

The items in the navigator menu are shown in the screenshot above. Since the user that has logged in is the FAAdmin, the tasks displayed on his navigator menu are related to his duties: Revenue Management , Collections, Contract Management, Receivables , Procurement, Payables, Cash Management , Fixed Assets, etc. There are many other tasks available as well, which is not visible in the screenshot, like General Accounting, Payroll , Expenses, etc.

As an example, let us look into the Tools section of the Navigator menu below.

Tools

The Tools present on the Navigator menu are:

• Reports and Analytics - For generating analytical reports on data

• Scheduled Processes - For scheduling certain processes to be run by the application

• Setup and Maintenance - For configuration of settings related to the role of the user

• Customisation - For personalising settings for the user

• File Import and Export - For integration and data migration

• Audit Reports - For generating reports related to auditing

• Download Desktop Integration - For integration of data with spreadsheets

As an example, the Scheduled Processes page is shown below:

On the Navigator menu, go to Tools -> Scheduled Processes to view a list of the scheduled processes in the application. Here, you can schedule a new process as well as resubmit, put on hold, cancel, or release processes.

Let us look into the Journals task under General Accounting as an example of viewing and performing tasks related to the role of the user.

The Journals Page

The Journals page can be visited from the Navigator menu as follows:

1. On the Navigator menu, go to General Accounting -> Journals.

2. Select the Data Access Set from the dropdown list of ledgers available, then click on the OK button.

3. The Journals page will open. Here, the list on the left has links to several tasks that are related to journals.

4. The Overview panel on the right shows the exception items that require the user’s attention and approval.

5. Scroll down from the Overview to view the Process Monitor , which shows all the scheduled processes that are related to journals without the need of going to the Scheduled Processes tool. However, new processes cannot be scheduled from the Process Monitor.

Fig. 2 - The ‘Process Monitor’

Creating a Journal

To create a journal, follow the steps below:

1. From the Journals page, go to Journals -> Create Journal from the task list on the left.

2. Enter the details of the journal in the fields that appear on the main panel. Then click on the Save button, followed by either Save and Close or Save and Add Another, depending on your requirement.

Managing Journals

To search for and manage journals that are already existing in the application, follow the steps below:

1. From the Journals page, go to Journals -> Manage Journals from the task list on the left.

2. You can use the buttons available to accordingly search for journals. Fields marked with double asterisks (**) mean that at least one of those fields have to be entered for searching. After entering the search field(s), click on the Search button.

3. The search results will be displayed below the fields.

4. Click on the View button from the search results to add or remove columns to be displayed, sort the results, query by example, etc.

5. To query the search results by example, use the blank fields that appear on top of the column names.

Fig. 3 - Viewing the search results

Krishnaa Lakshmanan

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