Transcript WebADI Overview

Web ADI for Oracle Applications
Eric Stouffer
ATL-OAUG January 18, 2002
Copyright, 2002 © System Architechs, Inc.
Web ADI Overview
• Web ADI Journal Solution only provides
functionality for journal upload
• Request Center functionality forthcoming in
new web-based application
• Eliminates ADI desktop client PC maintenance
• Eliminates need for Citrix-type of solution
• Accessed from the Self-Service menu
Web ADI Requirements
• For 11i Users:
» Patch #2136261 - WebADI October Release
» Patch #2118812 - Diagnostics Wizard
» Requires Applications Release 11.5.3 running on
8.0.4 database and higher
» Self-Service for Web Apps 11i Release 5.5D
» Internet Explorer 5.0 or later
» Microsoft Excel 97 or 2000
» Microsoft Windows 95, 98, ME, NT 4.0 or 2000
Web ADI Requirements
• For 11.0.x Users:
» Patch #2102709 - WebADI October Release
» Patch #2118819 - Diagnostics Wizard
» Release 11.0.3 running on 8.0.4 DB and higher
» Self-Service for Web Apps Release 11.0
» Oracle 9iAS Release 1.0.2
» Internet Explorer 5.0 or later
» Microsoft Excel 97 or 2000
» Microsoft Windows 95, 98, ME, NT 4.0 or 2000
Web ADI Configuration
• Three functions are created to access Web ADI
after the installation
• Add functions to a Self Service responsibility
• A Self Service responsibility is required for each set
of books accessed by Web ADI
• Create multiple responsibilities to control privileges
Web ADI Menu Access
• Select Web ADI from Self Service responsibilities
Web ADI Functions
• This responsibility has access to all three functions
• Create Document used to create a spredsheet
• Create ADI Layout used to define the data elements
in the journal upload
• Create ADI Mapping used to define text file profile
Create Layout
• Layouts control data elements in the context, header
and lines regions of the spreadsheet
• Update, duplicate, delete or define a new layout
Create Layout
• Set placement region and default value for required
fields
• Account, Debit and Credit should always reside in the
Line region
Create Mapping Template
• Mapping template are used to define profile of the
text file containing journal or budget data
• Number of columns should match the Layout
Create Mapping Template
• Select columns contained in the text file
• List of values button shows all available columns
Create Document
• Notice the guide bar on top of page
• Choose a layout matching your requirements
• Select standard or custom layouts
Create Document
• Select None to create a blank spreadsheet
• Select Text File to import data from a file
Create Document
• The Content option appears when importing a file
• Select a default or custom mapping template
Create Document
• Select Create Document to load datafile and launch
Excel
Create Document
• Notice WebADI option on Excel menu
• List of Values pop-up window on Company segment
Upload Journal
• Upload Journal option from Excel menu
• Appears after selecting Parameters option
Monitor Requests
• Excel option to Monitor concurrent requests
• Search criteria allows selecting parameters to control
the requests to monitor
Questions?
Thank You for supporting ATL-OAUG
Eric Stouffer
System Architechs, Inc.
[email protected]
Office: 678-429-7252