Mobile App – User Guide

Introduction

Simplified Loader mobile apps can be downloaded from the Google Play Store or iOS App store. All apps launched by Simplified Loader have an SL prefix. Simplified Loader apps are compatible with both phones and tablets. Click on the link below to view all apps available to download from iOS App Store or Android Play store.

First-time app setup

To use Simplified Loader mobile app, the user needs to perform a one-time setup to link the Simplified Loader app with the Oracle Fusion environments used by your organization. Every user must complete these steps:

1. Every Simplified Loader mobile app needs Connection Type, Company Code, and Passcode. The user makes use of these details to link the Simplified Loader app with their organization’s Oracle Fusion environments. Refer to your company´s administrator or IT support to obtain these details.

2. Launch the app on your mobile device. While loading the app, you will briefly see the launch screen with the Simplified Loader logo, followed by the screen to ensure that you are a valid user of the Simplified Loader mobile application. Please read the message and check ´Don’t show this message again´ box and click continue. This will take you to the login page.

3. From login page navigate to Settings page by clicking on the gear icon under the login section.

4. In the Settings page, scroll to the Connection Setup section. Enter the Connection URL, and Company Code received from your organization’s support team. The Company Code is case-sensitive.

5. Click Get Details. You will now be asked to enter the Passcode. Enter Passcode received from your organization’s support team and click OK.

6. This will populate all environments in the Environment Details section along with a unique app name and valid from and to dates in the App details section.

You have successfully linked your mobile app with Oracle Fusion environments in your organization.

Login

Simplified Loader mobile app supports SSO and Non-SSO login procedures. Please use the non-SSO login procedure if you normally enter a username and password in the standard login screen when logging into Oracle Fusion. Otherwise, follow the SSO login procedures to login into Oracle Fusion.

Non-SSO Login

From the Environment list of values, select an appropriate environment to which you want to connect. Enter the login username and password that you use to log in to the standard login screen and click Non-SSO login.

SSO Login

From the Environment list of values, select an appropriate environment to which you want to connect. Enter login username (no need to enter your SSO password) and click the SSO login option. This action will open a browser window and present you with an SSO login screen based on your organizations SSO setup. Complete the validation steps in the browser. Once validated, the browser window will automatically close, and you will be returned to the mobile app.

Tasks page

After a successful login, the user will automatically navigate to the Tasks page. The Tasks page provides a different option to fetch transaction details from Oracle Fusion.

For example, in the Buyer Dashboard App, the options will include getting POs based on time duration by creation date. Similarly, in the PO Receipts App, the options will include getting POs for receiving or returning a received receipt. Where a query is specifically based on the document identifier or date, the task screen will show the relevant calendar or will prompt the user for the required input before performing the query on the data.

Dashboard page

This page applies to Dashboard applications only.

Once the user selects an option in Tasks screen, they will be presented with the analysis of data from Oracle Fusion. The analysis is mainly displayed in pie and bar charts. If, when viewing a pie chart, some of the labels overlap then rotate the pie chart using two fingers gesture.

The user can view the details of a chart´s underlying data by tapping on the chart. Tapping the chart will take you to the Transaction Details page where the data will be displayed in table format.

Transaction Details page

The Transaction Details page displays the transaction in a table grid format. To perform a transaction displayed on the screen, the user needs to select the transaction using the checkbox. Where the application allows additional data input to the table grid, then those columns are highlighted with a green header. Enter the required data and click on the submit button to create a transaction in Oracle Fusion. As feedback from Oracle Fusion, the row is highlighted in either red (failure) or green (Success). The load status is also indicated in Load Status field value. In the case of failure, Error Message field value reflects failure reason. Any other relevant fields are also updated in the table grid.

After performing the transaction, if the user wishes to re-query the transaction then they need to exit the Transaction Details page and then navigate back to the Transaction Details page.

Navigate between page

Transaction Detail page could have thousands of records to display to the user. The mobile app does not display all the records to the user on a single page as it could slow down your mobile device. By default, the mobile app displays only 500 records in a single page. You can use the back and front arrow next to the Smart search field to navigate between pages.

NOTE: Your administrator may decide to override the default the number of records for all the user.

Smart search

Simplified Loader app makes it very easy for users to search the table grid. To search a value, enter the value in the Smart search field and click on the Search icon in the Keyboard. The value entered in the Smart search field is searched for in all the columns. For example, you can search for an employee name, PO description, buyer, or supplier, simply utilize this single Search field to look for any field.

Share Data

Data displayed in the table grid can be shared in a single click using the Share Data button. Upon clicking the Share Data button, all data currently shown in the table is exported in CSV format with a smart search filter applied. CSV export file can be shared with your colleagues as an email attachment.

NOTE: If your organization has disabled data sharing, then you will not see the Share Data button in transaction details page.

Formatting table grid

The table grid displayed in the transaction detail page can be customized to suit the user’s requirements. To customize the table grid, navigate to the Settings page from the Login page. Under the Fields Setup section, you will see all fields relevant to the app. Use the checkbox in front of each field to indicate if you want to show or hide the fields in the Transaction Details page. You can also assign the sequence to the field by using the finger icon on the right-hand side of the field name. After completing the field setup, the Transaction Details will display data based on the new settings.

Auto logout

If while logged into the mobile app, a user switches to another app on their device then they will remain logged in to the app for 15 mins (*) before being logged out. During this period the app will remain open on the last page viewed by the user.

* 15 minutes is the default time setup for auto-logout. This can be changed by your administrator if required.