R12.

x Oracle Bills of Material

and Engineering
Fundamentals
Volume II - Student Guide

D59871GC10
Edition 1.0
September 2009
D65954

Copyright 2007, 2009, Oracle. All rights reserved.

Disclaimer
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Author
Reena Titus
Technical Contributors and Reviewers
Radhakrishnan Angappan, April Nelson
This book was published using:

oracletutor

Table of Contents
Defining Items ..................................................................................................................................................1-1
Defining Items ...............................................................................................................................................1-3
Objectives ......................................................................................................................................................1-4
Agenda...........................................................................................................................................................1-5
Manufacturing and Engineering Items ..........................................................................................................1-6
Item Functionality..........................................................................................................................................1-7
Steps to Setup, Define and Maintain Items....................................................................................................1-8
Defining Items ...............................................................................................................................................1-9
Quiz ...............................................................................................................................................................1-10
Master Items ..................................................................................................................................................1-11
Master Item Window .....................................................................................................................................1-14
Agenda...........................................................................................................................................................1-15
Item Templates ..............................................................................................................................................1-16
Available Templates ......................................................................................................................................1-17
User Defined Templates ................................................................................................................................1-19
Item Templates Summary..............................................................................................................................1-20
Quiz ...............................................................................................................................................................1-21
Agenda...........................................................................................................................................................1-23
Item Attribute Controls..................................................................................................................................1-24
Item Defining Attributes................................................................................................................................1-26
Item Statuses and Attributes ..........................................................................................................................1-27
Quiz ...............................................................................................................................................................1-28
Item Attribute Groups....................................................................................................................................1-29
Status Attributes and Functionality ...............................................................................................................1-32
Item Status .....................................................................................................................................................1-34
Item Attribute Relationships..........................................................................................................................1-35
Status Attribute Interdependencies ................................................................................................................1-36
Agenda...........................................................................................................................................................1-38
Organization Assignment and Organization Item..........................................................................................1-39
Item Control Level.........................................................................................................................................1-40
Organization Assignments.............................................................................................................................1-42
Creating and Changing Organization Items...................................................................................................1-43
Agenda...........................................................................................................................................................1-44
Searching Items .............................................................................................................................................1-45
Viewing Search Results.................................................................................................................................1-46
Agenda...........................................................................................................................................................1-47
Viewing Item Information .............................................................................................................................1-48
Viewing Item Revisions ................................................................................................................................1-49
Viewing Item Attributes ................................................................................................................................1-50
Viewing Item Categories ...............................................................................................................................1-51
Agenda...........................................................................................................................................................1-52
Overview of Item Cataloging ........................................................................................................................1-53
Creating Item Catalog Groups .......................................................................................................................1-54
Defining Item Catalog Groups.......................................................................................................................1-55
Defining Descriptive Elements......................................................................................................................1-56
Concatenated Item Descriptions ....................................................................................................................1-58
Defining Aliases ............................................................................................................................................1-60
Summary........................................................................................................................................................1-61
Setting Up Bills of Material and Routings.....................................................................................................2-1
Setting Up Bills of Material and Routings.....................................................................................................2-3
Objectives ......................................................................................................................................................2-4
Agenda...........................................................................................................................................................2-5
Copyright Oracle, 2009. All rights reserved.

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Using the Workday Calendar.........................................................................................................................2-6

Repeating Workday Patterns .........................................................................................................................2-9
Quiz ...............................................................................................................................................................2-11
Workday Exceptions......................................................................................................................................2-12
Shifts..............................................................................................................................................................2-14
Quiz ...............................................................................................................................................................2-17
Defining Lookups ..........................................................................................................................................2-18
Agenda...........................................................................................................................................................2-20
Setup for Items and Bills of Material.............................................................................................................2-21
Key Flexfields ...............................................................................................................................................2-22
Bill of Material Parameters............................................................................................................................2-24
Creating Alternates ........................................................................................................................................2-26
Quiz ...............................................................................................................................................................2-27
Creating Custom Deletion Constraints ..........................................................................................................2-28
Defining Department Classes ........................................................................................................................2-30
Defining Departments....................................................................................................................................2-31
Defining Locations ........................................................................................................................................2-33
Defining Resources........................................................................................................................................2-34
Assigning Resources to Departments ............................................................................................................2-38
Assigning Shifts to Resources .......................................................................................................................2-41
Capacity Changes ..........................................................................................................................................2-42
Associating Competencies for Person type Resources ..................................................................................2-43
Quiz ...............................................................................................................................................................2-45
Defining Capacity Changes ...........................................................................................................................2-46
Bill of Material Profiles .................................................................................................................................2-48
Summary........................................................................................................................................................2-50
Creating Bills of Material ...............................................................................................................................3-1
Creating Bills of Material ..............................................................................................................................3-3
Objectives ......................................................................................................................................................3-4
Agenda...........................................................................................................................................................3-5
Bills of Material Overview ............................................................................................................................3-6
Bills of Material.............................................................................................................................................3-7
Types of Bills of Material..............................................................................................................................3-9
Quiz ...............................................................................................................................................................3-11
Example of BOM ..........................................................................................................................................3-12
Phantom Assembly ........................................................................................................................................3-13
Single Organization Bills of Material............................................................................................................3-15
Integration......................................................................................................................................................3-16
Quiz ...............................................................................................................................................................3-18
Agenda...........................................................................................................................................................3-20
Standard Bills of Material..............................................................................................................................3-21
Valid Parent/Component Relationships.........................................................................................................3-22
Entering Bills of Material ..............................................................................................................................3-23
Quiz ...............................................................................................................................................................3-27
Bill Details.....................................................................................................................................................3-28
Assigning Descriptive Elements....................................................................................................................3-29
Creating Reference Designators ....................................................................................................................3-30
Assigning Substitute Components .................................................................................................................3-32
Capture Inverse Usage...................................................................................................................................3-34
Agenda...........................................................................................................................................................3-35
Primary and Alternate Bills of Material ........................................................................................................3-36
Alternates.......................................................................................................................................................3-38
Agenda...........................................................................................................................................................3-39
Model/Unit Effectivity Overview..................................................................................................................3-40
Model/Unit Effectivity Rules ........................................................................................................................3-41
Model/Unit Effectivity Setup ........................................................................................................................3-43
Copyright Oracle, 2009. All rights reserved.

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Model/Unit Effectivity Example ...................................................................................................................3-44

Model/Unit Effectivity Features ....................................................................................................................3-46
Viewing Model/Unit Effectivity....................................................................................................................3-47
Summary........................................................................................................................................................3-48
Creating Customized Bills of Material ..........................................................................................................4-1
Creating Customized Bills of Material ..........................................................................................................4-3
Objectives ......................................................................................................................................................4-4
Agenda...........................................................................................................................................................4-5
Overview .......................................................................................................................................................4-6
Item Attributes...............................................................................................................................................4-7
Quiz ...............................................................................................................................................................4-8
Planning Bills of Material..............................................................................................................................4-9
Quiz ...............................................................................................................................................................4-11
Model Bills of Material .................................................................................................................................4-12
Quiz ...............................................................................................................................................................4-15
Option Class Bills of Material .......................................................................................................................4-16
Option Classes ...............................................................................................................................................4-17
Bill of Material Data......................................................................................................................................4-18
Implicit Rules ................................................................................................................................................4-20
Quiz ...............................................................................................................................................................4-22
Optional .........................................................................................................................................................4-23
Mutually Exclusive........................................................................................................................................4-24
Quantity Minimum and Maximum ................................................................................................................4-25
Quantity Cascade...........................................................................................................................................4-26
Bill of Material Example ...............................................................................................................................4-27
Agenda...........................................................................................................................................................4-28
Configure To Order Overview.......................................................................................................................4-29
Configure To Order Models ..........................................................................................................................4-31
Configure To Order Process Flow .................................................................................................................4-32
Configure to Order Environments .................................................................................................................4-33
PTO and ATO BOM Models.........................................................................................................................4-35
Assemble To Order Model ............................................................................................................................4-36
Pick To Order Model.....................................................................................................................................4-37
AutoCreate Configuration Items....................................................................................................................4-38
Deactivating Configuration Items..................................................................................................................4-42
Agenda...........................................................................................................................................................4-44
Product Family Overview..............................................................................................................................4-45
Creating Product Families .............................................................................................................................4-46
Assigning Members to a Product Family ......................................................................................................4-47
Assigning Member Planning Percentages .....................................................................................................4-48
Summary........................................................................................................................................................4-49
Maintaining Bills of Material .........................................................................................................................5-1
Maintaining Bills of Material ........................................................................................................................5-3
Objectives ......................................................................................................................................................5-4
Agenda...........................................................................................................................................................5-5
Bill of Material Revisions..............................................................................................................................5-6
Item Revisions ...............................................................................................................................................5-7
Quiz ...............................................................................................................................................................5-8
Agenda...........................................................................................................................................................5-9
Tools Menu Options ......................................................................................................................................5-10
Quiz ...............................................................................................................................................................5-12
Agenda...........................................................................................................................................................5-13
Find Indented Bills ........................................................................................................................................5-14
Indented Bills of Material..............................................................................................................................5-16
Quiz ...............................................................................................................................................................5-17
Agenda...........................................................................................................................................................5-18
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Comparing Bills of Material..........................................................................................................................5-19

Finding Bills to Compare ..............................................................................................................................5-20
Comparing Bill Components .........................................................................................................................5-21
Requesting Bills of Material Comparison Report..........................................................................................5-22
Agenda...........................................................................................................................................................5-23
Common Bills of Material .............................................................................................................................5-24
Creating Common Bills of Material ..............................................................................................................5-26
Common Bills of Material Guidelines...........................................................................................................5-28
Agenda...........................................................................................................................................................5-29
Bill of Material Loops ...................................................................................................................................5-30
Checking for Bill Loops ................................................................................................................................5-31
Quiz ...............................................................................................................................................................5-32
Agenda...........................................................................................................................................................5-33
Finding Item WhereUsed...............................................................................................................................5-34
Viewing Item WhereUsed .............................................................................................................................5-35
Agenda...........................................................................................................................................................5-36
Bill / Component Validation Rules................................................................................................................5-37
Agenda...........................................................................................................................................................5-39
Bills of Material Reports ...............................................................................................................................5-40
Agenda...........................................................................................................................................................5-42
Mass Changing Bills of Material...................................................................................................................5-43
Entering Mass Changes .................................................................................................................................5-45
Entering Component Mass Changes..............................................................................................................5-47
Agenda...........................................................................................................................................................5-49
E-Records for Bills of Material .....................................................................................................................5-50
Agenda...........................................................................................................................................................5-52
Bills of Material Business Events..................................................................................................................5-53
Summary........................................................................................................................................................5-55
Create Routings ...............................................................................................................................................6-1
Creating Routings ..........................................................................................................................................6-3
Objectives ......................................................................................................................................................6-4
Agenda...........................................................................................................................................................6-5
Routings.........................................................................................................................................................6-6
Primary and Alternate Routings ....................................................................................................................6-7
Routings in Multiple Organizations...............................................................................................................6-8
Quiz ...............................................................................................................................................................6-9
Operations......................................................................................................................................................6-12
Resources.......................................................................................................................................................6-14
Creating Routings ..........................................................................................................................................6-17
Routing Operations........................................................................................................................................6-19
Agenda...........................................................................................................................................................6-21
Lead Time Management Overview ...............................................................................................................6-22
Item Lead Time Attributes.............................................................................................................................6-24
Quiz ...............................................................................................................................................................6-26
Manufacturing Lead Time Computations......................................................................................................6-27
Lead Time Lot Size .......................................................................................................................................6-29
Offset Percent ................................................................................................................................................6-31
Lead Time Percent.........................................................................................................................................6-32
Fixed and Variable Lead Times.....................................................................................................................6-33
Cumulative Manufacturing Lead Time..........................................................................................................6-34
Cumulative Total Lead Time.........................................................................................................................6-35
Calculating Lead Times.................................................................................................................................6-36
Summary........................................................................................................................................................6-38
Maintaining Routings......................................................................................................................................7-1
Maintaining Routings ....................................................................................................................................7-3
Objectives ......................................................................................................................................................7-4
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Agenda...........................................................................................................................................................7-5
Routing Revisions .........................................................................................................................................7-6
Creating Routing Revisions...........................................................................................................................7-7
Agenda...........................................................................................................................................................7-8
Standard Operations ......................................................................................................................................7-9
Creating Standard Operations........................................................................................................................7-10
Quiz ...............................................................................................................................................................7-12
Assigning Resources to Standard Operations ................................................................................................7-13
Defining Operation Competencies for Standard Operations .........................................................................7-16
Quiz ...............................................................................................................................................................7-18
Agenda...........................................................................................................................................................7-20
Resource Usage .............................................................................................................................................7-21
Viewing Resource Usage...............................................................................................................................7-22
Quiz ...............................................................................................................................................................7-23
Summary........................................................................................................................................................7-24
Common Bills of Material and Routing Functionality .................................................................................8-1
Common Bills of Material and Routing Functionality ..................................................................................8-3
Objectives ......................................................................................................................................................8-4
Agenda...........................................................................................................................................................8-5
Copying Bill and Routing Information..........................................................................................................8-6
Copying Bills of Material ..............................................................................................................................8-7
Copy Bill Window.........................................................................................................................................8-9
Copying Routings ..........................................................................................................................................8-10
Copy Routing Window..................................................................................................................................8-11
Quiz ...............................................................................................................................................................8-12
Agenda...........................................................................................................................................................8-15
Referencing Common Bills and Routings .....................................................................................................8-16
Common Bills of Material .............................................................................................................................8-17
Common Bill Window...................................................................................................................................8-19
Common Routings.........................................................................................................................................8-21
Common Routing Window............................................................................................................................8-22
Agenda...........................................................................................................................................................8-23
Bill and Operation Documents ......................................................................................................................8-24
Defining Bill and Operation Documents .......................................................................................................8-25
Attaching Bill and Operation Documents......................................................................................................8-26
Quiz ...............................................................................................................................................................8-27
Agenda...........................................................................................................................................................8-28
Deleting Items, Bills, Routings, Components, and Operations .....................................................................8-29
Information That You Can Delete .................................................................................................................8-30
Deletion Process ............................................................................................................................................8-31
Deletion Constraints ......................................................................................................................................8-32
Deletion Groups.............................................................................................................................................8-34
Deletion Group Details and Results...............................................................................................................8-37
Delete Items Report .......................................................................................................................................8-39
Agenda...........................................................................................................................................................8-41
Bills of Material and Routing Open Interfaces ..............................................................................................8-42
Importing Bills of Material and Routings......................................................................................................8-43
Summary........................................................................................................................................................8-45
Engineering Overview.....................................................................................................................................9-1
Engineering Overview...................................................................................................................................9-3
Objectives ......................................................................................................................................................9-4
Agenda...........................................................................................................................................................9-5
Engineering Overview...................................................................................................................................9-6
Engineering Bills of Material and Routings ..................................................................................................9-9
Quiz ...............................................................................................................................................................9-11
Transferring or Copying Engineering Items, Bills, and Routings .................................................................9-13
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Quiz ...............................................................................................................................................................9-15
Summary........................................................................................................................................................9-17
Setting Up Engineering ...................................................................................................................................10-1
Setting Up Oracle Engineering......................................................................................................................10-3
Objectives ......................................................................................................................................................10-4
Agenda...........................................................................................................................................................10-5
Engineering Setup Flowchart ........................................................................................................................10-6
Setup Steps ....................................................................................................................................................10-7
Profile Options...............................................................................................................................................10-9
Quiz ...............................................................................................................................................................10-11
Defining ECO Types .....................................................................................................................................10-13
Defining ECO Autonumbering......................................................................................................................10-15
Quiz ...............................................................................................................................................................10-17
Defining ECO Approval Lists .......................................................................................................................10-18
Defining Material Dispositions......................................................................................................................10-19
Defining ECO Reasons..................................................................................................................................10-20
Defining ECO Priorities ................................................................................................................................10-21
Quiz ...............................................................................................................................................................10-22
Starting the AutoImplement Manager ...........................................................................................................10-23
Summary........................................................................................................................................................10-24
Creating Engineering Change Orders ...........................................................................................................11-1
Creating Engineering Change Orders ............................................................................................................11-3
Objectives ......................................................................................................................................................11-5
Agenda...........................................................................................................................................................11-6
Engineering Change Orders Overview ..........................................................................................................11-7
Revised Items, Components, Operations, and Resources..............................................................................11-9
ECO Access Control......................................................................................................................................11-11
Quiz ...............................................................................................................................................................11-13
Agenda...........................................................................................................................................................11-15
Defining Engineering Change Orders............................................................................................................11-16
Creating an ECO............................................................................................................................................11-18
Viewing ECO Approval Status......................................................................................................................11-20
Rescheduling an ECO or Revised Items........................................................................................................11-21
Changing the ECO Status ..............................................................................................................................11-22
Quiz ...............................................................................................................................................................11-23
Defining Implementation Costs.....................................................................................................................11-24
Defining an ECO Revision ............................................................................................................................11-25
Defining ECO Revised Items ........................................................................................................................11-26
Defining Revised Operations.........................................................................................................................11-29
Defining Revised Resources..........................................................................................................................11-31
Defining Revised Components ......................................................................................................................11-33
Assigning or Deleting Substitute Components ..............................................................................................11-35
Assigning Reference Designators..................................................................................................................11-36
Quiz ...............................................................................................................................................................11-38
Agenda...........................................................................................................................................................11-39
ECO Life Cycle .............................................................................................................................................11-40
ECO Revised Item Statuses ...........................................................................................................................11-42
ECO Approval Statuses .................................................................................................................................11-43
ECO Approvals .............................................................................................................................................11-44
ECO Life Cycle Without Approval ...............................................................................................................11-47
ECO Life Cycle With Approval ....................................................................................................................11-48
ECO Approval with Oracle Workflow ..........................................................................................................11-50
Summary........................................................................................................................................................11-52
Maintaining Engineering Change Orders .....................................................................................................12-1
Maintaining Engineering Change Orders ......................................................................................................12-3
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Objectives ......................................................................................................................................................12-4
Agenda...........................................................................................................................................................12-5
Implementing ECOs ......................................................................................................................................12-6
Manual Implementation.................................................................................................................................12-8
Automatic Implementation ............................................................................................................................12-9
Quiz ...............................................................................................................................................................12-11
Agenda...........................................................................................................................................................12-12
Viewing ECO Schedules ...............................................................................................................................12-13
Viewing ECO Schedule History....................................................................................................................12-15
Viewing Item Revisions ................................................................................................................................12-16
Viewing Routing Revisions...........................................................................................................................12-17
Quiz ...............................................................................................................................................................12-18
Agenda...........................................................................................................................................................12-19
Engineering Change Order Approval Lists Report........................................................................................12-20
Engineering Change Order Detail Report......................................................................................................12-21
Engineering Change Order Priorities Report.................................................................................................12-23
Engineering Change Order Reasons Report ..................................................................................................12-24
Engineering Change Order Schedule Report.................................................................................................12-25
Engineering Change Order Types Report......................................................................................................12-27
Agenda...........................................................................................................................................................12-28
Attaching Files to ECOs ................................................................................................................................12-29
Transfer to Manufacturing from an ECO ......................................................................................................12-30
Quiz ...............................................................................................................................................................12-32
Copy to Manufacturing from an ECO ...........................................................................................................12-33
Mass Changing ECOs....................................................................................................................................12-35
Canceling ECOs and Revised Items ..............................................................................................................12-36
Purging ECOs................................................................................................................................................12-38
Quiz ...............................................................................................................................................................12-39
Agenda...........................................................................................................................................................12-40
ECO Business Object Interface .....................................................................................................................12-41
ECO Object Interface Features......................................................................................................................12-42
Summary........................................................................................................................................................12-43
Transferring and Copying Engineering Items, Bills, and Routings ............................................................13-1
Transferring and Copying Engineering Items, Bills, and Routings ...............................................................13-3
Objectives ......................................................................................................................................................13-4
Agenda...........................................................................................................................................................13-5
Transferring and Copying Product Information ............................................................................................13-6
Transferring Information to Manufacturing...................................................................................................13-7
Copying Information to Manufacturing.........................................................................................................13-9
Quiz ...............................................................................................................................................................13-11
Summary........................................................................................................................................................13-15

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Bills of Material and Engineering Fundamentals Table of Contents

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Preface
Profile
Before You Begin This Course

Thorough knowledge of Oracle Inventory

Working experience with Oracle Bills of Material

Working experience with Oracle Engineering

Prerequisites

There are no prerequisites for this course.

How This Course Is Organized

R12.x Oracle Bills of Material and Engineering Fundamentals is an instructor-led course
featuring lecture and hands-on exercises. Online demonstrations and written practice sessions
reinforce the concepts and skills introduced.

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Bills of Material and Engineering Fundamentals Table of Contents

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Related Publications
Oracle Publications
Title

Part Number

Oracle Bills of Material User's Guide

E13688-02

Oracle Engineering User's Guide

E13687-02

Additional Publications

System release bulletins

Installation and users guides

Read-me files

International Oracle Users Group (IOUG) articles

Oracle Magazine

Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Bills of Material and Engineering Fundamentals Table of Contents

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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)

Initial cap

Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames

Arrow
Brackets Key
Commas

Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
names
Key sequences

Plus signs

Key combinations

Italic

Quotation
marks

Uppercase

Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.

Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

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Typographic Conventions in Code

Convention Element
Caps and
Oracle Forms
lowercase
triggers
Lowercase Colum
n names,
table names

Example
When-Validate-Item

Passwords

DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))

PL/SQL

SELECT last_name
FROM s_emp;

objects

Lowercase
italic
Uppercase

Syntax variables

CREATE ROLE role

SQL commands and SELECT userid

FROM emp;
functions

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:

1.

(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.

2.

(M) From the menu, select Query then Find.

3. (B)

Click the Approve button.

Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
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Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.

In the navigation frame of the help system window, expand the General Ledger entry.

2.

Under the General Ledger entry, expand Journals.

3.

Under Journals, select Enter Journals.

4.

Review the Enter Journals topic that appears in the document frame of the help system
window.

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Copyright Oracle, 2009. All rights reserved.

R12.x Oracle Bills of Material and Engineering Fundamentals Table of Contents

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