Guided Demonstration 2 - Adding and Editing Records
Tips for Adding/Editing OTM Data
Throughout this course, you will be adding new data to OTM and editing existing data in OTM.
When creating new records in OTM, the following should be taken into account:
• When adding a record, the ID of the record should not contain special characters such as periods, commas, or ampersands. Underscores can be used.
• You must go in order when completing the record and cannot skip from one tab to the next and then back again. If you forget to input information on a previous tab,
complete the record entirely, click Finished, and then return and edit the record to add the additional information.
• Never use the browser back button when creating a new record. Data may be lost. If there is a breadcrumb trail in the top right, you can click a link there to go back to a previous page.
• When adding a record, always click Finished when the record is complete to save the data. Otherwise data is lost.
• Required fields are denoted by a red *. Conditional fields are denoted by a blue * and are only required if other data is present.
• Some data entry grids offer the ability to have multiple entries and require you to click a Save button after each entry. Note the Save buttons do not save anything to the OTM database. You need to click Finished to save to the database.
• Make sure you only click the Finished button once, as OTM will attempt to save multiple records if Finished is clicked more than once.
Adding a Record
1. Click Shipment Management > Location Manager.
OTM displays the Locations Finder page.
2. Click New at the bottom of the page.
OTM displays the Identification tab.
3. Enter a Location ID of DALLAS LOCATION.
4. Enter a Corporation ID of OUTLETS OF USA (already created).
Note how OTM suggests this value after you enter only a few characters.
5. Select OUTLETS OF USA from the auto-complete list.
6. Click v (view) to the right of the OUTLETS OF USA Corporation ID.
When you click the v button, the Corporation page is displayed so you can view the details of OUTLETS OF USA.
7. Close the Corporation page.
8. Enter a Country Code of USA.
Note the Country Code. The country code has a red * (asterisk) in front of it which means that it is required. You will not be able to save the location if you do not have a country code specified.
9. Click Roles at the bottom of the page.
OTM displays the Roles tab.
10. Click New Location Role Profile. The Role page opens.
11. Select a Location Role of BILL TO.
Karthik Hulikanthimutt (karthikฺhulikanthimutt@oracleฺcom) has a non-transferable license to use this Student Guideฺ
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Guided Demonstration 2 - Adding and Editing Records
12. Click Save at the bottom of the page.
OTM returns to the Roles tab.
Remember to always click Finished to save your new record. Note the Save buttons do not save anything to the database.
Editing a Record
13. Click Shipment Management > Location Manager.
14. Enter a Location ID of DALLAS.
15. Click Search at the bottom of the page.
16. Click the ID.
OTM displays the Identification tab. You can edit the information except in those fields that are grayed out.
You cannot edit the Location ID. If you need to change it, copy the existing location, enter the desired Location ID, and delete the original location record.
17. Click the Help link on the top menu bar.
The OTM online help is context sensitive. The OTM online help page displays information about the Location Manager: Identification tab.
18. Close the OTM online help.
19. Click the Roles tab.
OTM displays the Roles tab.
20. Click New Location Role Profile.
21. Select a Location Role of SHIPFROM/SHIPTO.
22. Click Save at the bottom of the page.
OTM returns to the Roles tab.
23. At the top of the page, click Finished to save the record.
OTM displays the confirmation page.
Using SmartLinks
OTM has shortcuts to view additional information about business objects. These shortcuts are called SmartLinks.
24. Click Shipment Management > Shipment Management > Buy Shipments.
OTM displays the buy shipment search page.
25. Click Search at the bottom of the page.
26. Right-click on a row in the Buy Shipments results page.
A SmartLink is an OTM menu listing shortcuts to related information for that business object. In this example, you can see the available SmartLinks for buy shipments.
The Edit, Export, and View options appear on all SmartLink menus.
27. Close the SmartLinks menu.
Using Actions
Actions allow you to perform certain functions against a business object.
28. Select the check box to the left of a shipment.
29. Click Actions at the top of the results page.
30. Click the plus sign (+) next to Shipment Management.
Karthik Hulikanthimutt (karthikฺhulikanthimutt@oracleฺcom) has a non-transferable license to use this Student Guideฺ
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Guided Demonstration 2 - Adding and Editing Records
31. Click the plus sign (+) next to Tender.
You will use some of these options in the practices throughout the class.
32. Close the Actions menu.
Karthik Hulikanthimutt (karthikฺhulikanthimutt@oracleฺcom) has a non-transferable license to use this Student Guideฺ
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2013, Oracle and/or its affiliatesฺ
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.