Web ADI for Oracle Web ADI for Oracle ApplicationsApplications

Eric StoufferEric Stouffer

ATL-OAUG January 18, 2002ATL-OAUG January 18, 2002

Copyright, 2002 © System Architechs, Inc.

Web ADI OverviewWeb ADI Overview

• Web ADI Journal Solution only provides Web ADI Journal Solution only provides functionality for journal uploadfunctionality for journal upload

• Request Center functionality forthcoming Request Center functionality forthcoming in new web-based applicationin new web-based application

• Eliminates ADI desktop client PC Eliminates ADI desktop client PC maintenancemaintenance

• Eliminates need for Citrix-type of solutionEliminates need for Citrix-type of solution

• Accessed from the Self-Service menuAccessed from the Self-Service menu

Web ADI RequirementsWeb ADI Requirements

• For 11i Users:For 11i Users:» Patch #2136261 - WebADI October ReleasePatch #2136261 - WebADI October Release

» Patch #2118812 - Diagnostics WizardPatch #2118812 - Diagnostics Wizard

» Requires Applications Release 11.5.3 Requires Applications Release 11.5.3 running on 8.0.4 database and higherrunning on 8.0.4 database and higher

» Self-Service for Web Apps 11i Release 5.5DSelf-Service for Web Apps 11i Release 5.5D

» Internet Explorer 5.0 or laterInternet Explorer 5.0 or later

» Microsoft Excel 97 or 2000Microsoft Excel 97 or 2000

» Microsoft Windows 95, 98, ME, NT 4.0 or Microsoft Windows 95, 98, ME, NT 4.0 or 20002000

Web ADI RequirementsWeb ADI Requirements

• For 11.0.x Users:For 11.0.x Users:» Patch #2102709 - WebADI October ReleasePatch #2102709 - WebADI October Release

» Patch #2118819 - Diagnostics WizardPatch #2118819 - Diagnostics Wizard

» Release 11.0.3 running on 8.0.4 DB and higherRelease 11.0.3 running on 8.0.4 DB and higher

» Self-Service for Web Apps Release 11.0Self-Service for Web Apps Release 11.0

» Oracle 9Oracle 9iiAS Release 1.0.2AS Release 1.0.2

» Internet Explorer 5.0 or laterInternet Explorer 5.0 or later

» Microsoft Excel 97 or 2000Microsoft Excel 97 or 2000

» Microsoft Windows 95, 98, ME, NT 4.0 or 2000Microsoft Windows 95, 98, ME, NT 4.0 or 2000

• Three functions are created to access Web ADI after Three functions are created to access Web ADI after the installationthe installation

• Add functions to a Self Service responsibilityAdd functions to a Self Service responsibility• A Self Service responsibility is required for each set A Self Service responsibility is required for each set

of books accessed by Web ADIof books accessed by Web ADI• Create multiple responsibilities to control privilegesCreate multiple responsibilities to control privileges

Web ADI ConfigurationWeb ADI Configuration

Web ADI Menu AccessWeb ADI Menu Access

• Select Web ADI from Self Service Select Web ADI from Self Service responsibilitiesresponsibilities

Web ADI FunctionsWeb ADI Functions

• This responsibility has access to all three functionsThis responsibility has access to all three functions• Create Document used to create a spredsheetCreate Document used to create a spredsheet• Create ADI Layout used to define the data elements Create ADI Layout used to define the data elements

in the journal uploadin the journal upload• Create ADI Mapping used to define text file profileCreate ADI Mapping used to define text file profile

Create LayoutCreate Layout

• Layouts control data elements in the context, header and lines Layouts control data elements in the context, header and lines regions of the spreadsheetregions of the spreadsheet

• Update, duplicate, delete or define a new layoutUpdate, duplicate, delete or define a new layout

Create LayoutCreate Layout

• Set placement region and default value for required fieldsSet placement region and default value for required fields• Account, Debit and Credit should always reside in the Line Account, Debit and Credit should always reside in the Line

regionregion

Create Mapping TemplateCreate Mapping Template

• Mapping template are used to define profile of Mapping template are used to define profile of the text file containing journal or budget datathe text file containing journal or budget data

• Number of columns should match the Layout Number of columns should match the Layout

Create Mapping TemplateCreate Mapping Template

• Select columns contained in the text fileSelect columns contained in the text file• List of values button shows all available columns List of values button shows all available columns

Create DocumentCreate Document

• Notice the guide bar on top of pageNotice the guide bar on top of page• Choose a layout matching your requirementsChoose a layout matching your requirements• Select standard or custom layoutsSelect standard or custom layouts

Create DocumentCreate Document

• Select None to create a blank spreadsheetSelect None to create a blank spreadsheet• Select Text File to import data from a fileSelect Text File to import data from a file

Create DocumentCreate Document

• The Content option appears when importing a fileThe Content option appears when importing a file• Select a default or custom mapping templateSelect a default or custom mapping template

Create DocumentCreate Document

• Select Create Document to load datafile and Select Create Document to load datafile and launch Excellaunch Excel

Create DocumentCreate Document

• Notice WebADI option on Excel menuNotice WebADI option on Excel menu• List of Values pop-up window on Company segmentList of Values pop-up window on Company segment

Upload JournalUpload Journal

• Upload Journal option from Excel menuUpload Journal option from Excel menu• Appears after selecting Parameters optionAppears after selecting Parameters option

Monitor RequestsMonitor Requests

• Excel option to Monitor concurrent requestsExcel option to Monitor concurrent requests• Search criteria allows selecting parameters to control the requests Search criteria allows selecting parameters to control the requests

to monitorto monitor

Questions?Questions?

Thank You for supporting ATL-Thank You for supporting ATL-OAUGOAUG

Eric StoufferEric StoufferSystem Architechs, Inc.System Architechs, Inc.

ebstouff@systemarchitechs.comebstouff@systemarchitechs.comOffice: 678-429-7252Office: 678-429-7252