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
theWork
WorkCenter,
Center,you
youwill
willsee
seeaafile
filecalled
calledSubmitted
SubmittedJobs
Jobs

All
Allthe
theJobs
Jobswill
willstay
stayin
inthis
thisfile
fileuntil
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
of
ofthe
thescreen.
screen.

Here
Hereyou
yousee
seethat
thatthe
thejobs
jobscompleted
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