Oracle Apps Inventory – Build a Workday Calendar with Exceptions

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Build a Workday Calendar with Exceptions

Overview

In this practice you will build a workday calendar with exceptions.

Assumptions

  • Replace XX with your terminal number or initials.
  • You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.

Tasks

Define a Workday Exception Set

1.    Responsibility = Inventory, Vision Operations

2.    Navigate to the Exception Templates window.

  • (N) Setup > Organizations > Calendar Exception Templates.    Complete template details
    • Name = XX-Except
    • Description = Exception set for team XX calendar

4.    Enter at least 3 exception dates. Note: Don’t forget to select the Days On checkbox!

Define a Workday Calendar

Use the Define Workday Calendar feature to define a workday calendar for your team. You will define a calendar workday pattern, exceptions to that pattern and build your calendar.

5.    Navigate to the Workday Calendar window

  • (N) Setup > Organizations > Calendars

6.    Create a workday calendar

  • Name = XX-Cal
  • Description = Calendar for team XX
  • Quarterly Type = 4/4/5 Week Pattern
  • Calendar Date Ranges = First Monday in January of the current year to the default.

7.    Define a workday pattern according to the following table:

 

Seq 

On 

Off 

Description 

1 

5 

2 

Regular work week 

8.    Close the Workday Patterns window

Verify your Calendar

9.    (B) Dates. Note: You should see the days of your work week blacked out.

Load your Exception List

10.    Load your Exception List

  • Load From = Template
  • Template = XX-Except

Note that your exceptions are added to your workday calendar.

Build your Workday Calendar

11.    Submit the concurrent request to build your workday calendar

  • (M) Tools > Build

12.    Record your request number __________________ .

Verify the Concurrent Request Completes Successfully

13.    Navigate to the Requests window and verify the request completed successfully.

Answer the Following Questions about your Calendar

14.    Record the following information regarding your workday calendar.

 

Question 

Answer 

What was your workday pattern? 

  

Which days are designated as off days

  

How did you identify the off days?

  

Take a look at another month in which you designated exceptions to your workday calendar. What days have designated exceptions?

  

Close windows until you are back at the Navigator. 

  

Solution – Build a Workday Calendar with Exceptions

Define a Workday Exception Set

1.    Responsibility = Inventory, Vision Operations

2.    Navigate to the Exception Templates window

  • (N) Setup > Organizations > Calendar Exception Templates

3.    Complete template details

  • Name = XX-Except
  • Description = Exception set for team XX calendar

4.    Enter at least 3 exception dates

Note: Remember to select the Days On check box!

Define a Workday Calendar

Use the Define Workday Calendar feature to define a workday calendar for your team. You will define a calendar workday pattern, exceptions to that pattern, and build your calendar.

5.    Navigate to the Workday Calendar window

  • (N) Setup > Organizations > Calendars

6.    Create a workday calendar

  • Name = XX-Cal
  • Description = Calendar for team XX
  • Quarterly Type = 4/4/5 Week Pattern
  • Calendar Date Ranges = First Monday in January of the current year to the default.

7.    Save


8.    (B) Workday Pattern

9.    Define a workday pattern according to the following table:

 

Seq 

On 

Off 

Description 

1 

5 

2 

Regular work week 

10.    Save


11.    Close the Workday Patterns window

Verify your Calendar

12.    (B) Dates


Note: You should see the days of your work week blacked out.

Load your Exception List

13.    (B) Exception List

14.    (B) Load

  • Load From = Template
  • Template = XX-Except

15.    (B) OK


16.    (B) OK


17. Note that your exceptions are added to your workday calendar.

Build your Workday Calendar

18.    Submit the concurrent request to build your workday calendar

  • (M) Tools > Build


19.    Record your request number __________________.

20.    (B) OK

Verify the Concurrent Request Completes Successfully

21.    Navigate to the Requests window

  • (M) View > Requests
    • Specific Requests = Selected
    • Request ID = Your request number

22.    (B) Find

23.    Verify the request completed successfully.

Answer the Following Questions about your Calendar

24.    Record the following information regarding your workday calendar.

 

Question 

Answer 

What was your workday pattern? 

  

Which days are designated as “off” days

  

How did you identify the “off” days? 

  

Take a look at another month in which you designated exceptions to your workday calendar. What days have designated exceptions? 

  

Close windows until you are back at the Navigator.