Report Development steps and registering and running in oracle application ,how to create report in oracle apps and run

Development of simple report and transfer to oracle apps and execution

Report Registration
1) Develop the report (.rdf) as per client requirement by using Reports 6i Builder

2) Move the report from the local machine in to the server

a. CUS_TOP\11.5.0\reports\US .rdf (or)
b. PO_TOP\11.5.0\reports\US .rdf

3) Select System Administrator

a. Create Executable
b. Executable name
c. Application Name
d. Execution Method
e. Report (.rdf) file name

4) Create Concurrent Program and attach

a. Executable
b. Parameters
c. Incompatibilities

5) Create Request group and attach Concurrent Programe

6) Create Responsibility

a. Request Group – Concurrent Programe
b. Data Group – Collection of User IDs
c. Menu – Collection of forms

7) Create user attach Responsibility to the user

8) User will select the responsibility and go to SRS (Standard Request Submission)

window submit the request
Executable => Concurrent Program => Request Group => User=> SRS


It involves the following steps

Step 1 :
Develop the report (.rdf) as per client Requirement by using reports 6i Builder
Step 2:
Move the report from Local machine into Server

               CUS_TOP\11.5.0\Reports\US\ .rdf
            Eg:
                PO_TOP\11.5.0\Reports\US\ .rdf
Step 3:
Select System Administrator and create EXECUTABLE 
                                                            1)Executable Name
                                                            2)ApplicationName
                                                            3)Execution Method
                                                            4)Report(.rdf) file Name
                                                           
Step 4:              
Create Concurrent Program and attach  1)EXECUTABLE
                                                            2)PARAMETERS
                                                            3)INCOMPATIBILITIES
Step 5:
Create Request Group and attach Concurrent Program
Step 6:
Create Responsibility       and attach
  1)Request Group
                                                               2)Data    Group
                                                               3)Menu
Step 7:
Create user,  attach Responsibility to the user.

Step 8:
Select the Responsibility and  go to SRS(Standard Request Submission) Window
Submit the Request.

Development and execution of Simple Report
Requirement :

First Page :
Users  Information Report

            Second Page :

UserId                         UserName                   CreationDate

           

            Last Page :

                                    Total No.of Users : 2836
Step 1 :  Develop the report using report builder
            1) Data Model :
Query : SELECT
            USER_ID,
            USER_NAME,
            CREATION_DATE
            FROM FND_USER

                        Summary Column for total no of users

            2 ) Layout Model

                        Header Section
                        Main Section
                        Trailer Section

            3) Save and test it ( eg : saved as  C:\MyApps\user.rdf )

STEP 2 :  Move the report from Local machine into Server

            D:\oracle \VIS \apps \apps_st \appl \po \12.0.0 \reports \US

STEP 3:  Select System Administrator and create EXECUTABLE
           
Login into oracle apps
 user name : mnrao10
password : xxxxx
Select System Administrator
            Concurrent : Program
                        Executable

Executable      : user_reports ( name can be any one )
Short Name     : user_reports ( important it is to be attach with concurrent program in the next step,   
                              executable name )
Application     : purchasing   ( click right side and find : pur% )
Description     : purpose of the report as desired by the client
Execution Method : Oracle Report
Execution File Name : user  ( name of the file which was developed in the oracle reports )
SAVE  THE RECORD ( click on save button )
STEP 4 :    Create Concurrent Program and attach  EXECUTABLE
                        Concurrent : Program à Define




Program : user_prog  ( any name ) ( copy this next step, it will be supplied in the next step for REQUEST NAME), THE SEME NAME WILL BE ADDED IN THE SUBMITTION REQUEST )
            Short Name : It can be any one
            Application : purchasing
            Description : as desired by the client
Executable :
Name : user_reports  ( the short name in the 3rd is to be supplied here ) or click right side will be populated
Method : Oracle report ( automatically )
Output :
            Format : PDF  ( choose from the list provided )
            Save : enable à to save the report for the future
                       Disable if not required for the future
            Print : disable as the printing is not required
            Style : A4 ( choose from the list provided )
SAVE  THE RECORD ( click on save button )

STEP 5: Create Request Group and attach Concurrent Program
                                        Security : Responsibility
                                                Request



            Group : user_group1 ( any name )
            Application : purchasing
            Code : any one
            Description : any one
            Request
                                        Type                        Name                           Applicatio
                                        Program                   user_reports_prog                    purchasing ( automatically )
                                                                        (program name  supplied in the 4th step )
SAVE  THE RECORD ( click on save button )
Request group is a collection of Concurrent Programs and Reports we can group All concurrent Programs.

STEP 6: Create Responsibility   :         1)Request Group,  2)Data    Group,  3)Menu
Go to application home page.
                                        Security : Responsibility
                                                Define






            Responsibility Name   : user_resp ( any name )
            Application                 : purchasing
            Responsibility Key      :any one
            Description                 : any one

            Data Group               
            Name                           : standard
            Application                 : purchasing

            Request group
           
            Name                           : user_group1 ( supplied Group value in the 5th step )
            Application                 : purchasing
           
            Menu                           : Position Control, Vision University ( supply some, which is already existing one )

SAVE  THE RECORD ( click on save button )

Responsibility is a Level of Authority which Combines Forms, Report and Application
User ID's.

Eg: ( LG company : clerk, senior clerk, manager, General Manager, Managing Director, CEO )

Data Group is a Collection of Oracle Application UserID's. it will be for Security purpose.(STANDARD will be used)

Request group is a collection of Concurrent Program add the request group whatever we have created.
it will automatically retrieves the Application Name.

Menu :  Menu is a collection of Forms and Sub Menus select any one of Existing Menu.
              
Note : Once we create the Responsibility we can not delete instead of that we can disable by using Effective
start Date and  End date.





STEP7 :  attach Responsibility to the user.
                       
                        Go to application home page

                        Security : user
                                    Define
                        add the responsibility to user
                        Query for the user ( F11 )
                        Name : MNRAO          ( CTRL + F11)

                        Responsibility : user_reports_resp  ( it is created in the 6th step )

STEP 8 : Select the Responsibility
                                    Click on this and select responsibility








Click on   OK
view menu à Request à

Submit New Request à ( single request ) OK à

Name  : user_reports_resp( automatically/select from the list )
Click on submit ( at the bottom )
Submit another request Yes/No à No
Click on Find
Click View output :  to see the out put
View Log  : to see the log details
View details : to see the of the request details such as name the request, date submitted, requestor, date started, date completed

Diagnostics : it shows as below


This request completed successfully. The request started at 05-MAR-2011 19:47:06 and ended on 05-MAR-2011 19:47:23.

Executable:
After moving .rdf in to the server, we will crate executable by specifying execution
name execution method and application name.

Request Set:
Request set is a collection of report / Programs that you group together and can be submitted to run is a single interaction.

Request Id:
When submit a request oracle application assigns a request id to the request. We can use this request id to search for request.

Concurrent Manager:
A concurrent manager is a component of concurrent processing that monitors and runs tasks without typing up your computer.

Refresh Data:
This button will show you the latest status of the concurrent program


Find Request:
This button will take you to request find window

Submit New Request:
This button will take you to SRS window

Diagnostics:
This button will show the completion details of the concurrent program

Hold Request:
This button will help to hold the running request for same time and period

Cancel Request:
This button will help to stop the running request.

View LOG:
Using this we can see the technical details of the concurrent programs.

View Output:
Using this we can see the actual result data.

Concurrent Program:
After creation of executable we will create concurrent Program by attaching
Executable, if parameters are there we will attach parameter if incompatibility
Programs are there we will add those programs , for single executable we create
Multiple concurrent programs with different parameters.

Request Group:
After creation of concurrent program we must add the program to the request
Group. Request Group is nothing but collection of Concurrent Programs and
Reports.

Responsibility:
It is level of authority where we will combine Data Group, Request Group and
Menu. Request Group is optional, where as menu and data group is mandatory.

Data Group:
Data Group is nothing but collection of applications names and Oracle User
Names based on this Username data will be retrieved from database.

Menu:
Menu is nothing but collection of functions (forms) and submenus.

Value Set:
values set is nothing but list values. It will be used to validate values
while entering the parameters.

Token:
Token is one the field will be used to map concurrent Program
parameters with report builder find variable. We will enter the find variable name
in the toke field so that parameters will be passed to the find variable.

Required check box:
By using this check box we can’t make the parameters
mandatory or optional

Enabled Check Box:
By using this we can enable or disable the parameter.

Display Check Box:
By using this we can hide or display the parameters in SRS
Window.

Range Option:
While defining the form and to parameters if we wanted to accept
Values in accession order menus from values is low and to value is high we will
Select the options called low and high.

Default Types:
If we are hiding the parameters user can’t enter the values that
Time we can pass default values by using default type and default value filed.

SRS Window – Copy Button:
This will be used to find out recent Concurrent
Program list with parameters in SRS Window.

Scheduling:
Using this we can schedule the program to run periodically or on specific time also we coy a schedule for future.

Scheduling the Concurrent program
We can submit the Concurrent program future date or date by using the schedule button
in SRS window

1. As soon as possible: This is default option whenever we submit the request it
will submit the as soon as possible

2. Once: It will submit the rest only once for future date.

3. Periodically: WE can specify the from_date and to_date to submit program
periodically no of. Days months, hours, minutes and so on.

4. Specific Days: If we want submit concurrent program in the specific days we
write select this option

5. Save this Schedule: This check box will be used to save the schedule and
apply same schedule to other concurrent programs by selecting the button called
‘Apply save schedule’

Print & Notify:
Using this we can notify the concurrent program run details and also control the print option.

*****************************
Application
            Responsibility1,  Responsibility2,  Responsibility3

Responsibility Sharing by users

Responsibility
            Combination of  1) Menu Group 2) Request Group    3) Data Group

Menu Group à Function1, Function2, Function3

Request Group à C.P1, C.P2, C.P3,….

Data Group à

Each functions is a form

Form à Block1, Block2, Block3,….
           
Block à Filed1, Fileds2, Filed3,… Fields Maps to table Columns




Top Ten list navigations as below






Step1: login
Step2: system administrator
Step3: select concurrent : program
            Define and close the form

Step4: select the required form the left pane and to top ten list
            Eg:
            1)         Concurrent : Program
                        Executable
                        Click on add

2)         Concurrent : Program
                        Define
                        Click on add

3)         Security : responsibility
                        Request
Click on add

4)         Security : responsibility
                        Define 
Click on add

5)         Security : user
                        Define 
Click on add
Note : click on one of the option from the LIST for auto navigation


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