Oracle Web ADI User Guide

Oracle Web ADI User Guide

Please refer Oracle Web ADI Configurations guide in same my blog before referring user guide for information.

 

 

Note: We can’t reuse/convert client ADI template to Web ADI

Upload journals using existing/pre-defined template

Login

Log into Oracle Applications and navigate to your personal homepage. Under

Navigate, click Desktop Integration. Under Desktop Integration, click Create Document.

Responsibility

Desktop Integration

Navigation

Personal Homepage > Desktop Integration> Create Document

 

 

 

In the Viewer window, define the following:

Viewer: Select the Viewer that will be used to open your spreadsheet. For example, Excel 2010.

Reporting: Check this box to create a spreadsheet that does not allow upload. Do not check this box if you will be using an integrator to upload data later in the process.

 

 

Click on Next

The Integrator window opens. The selection on this page determines the integrator you will use.

 Select an integrator. The integrator defines the task you will be performing. For example, to use spreadsheets to create journals to upload into the General Ledger, select General Ledger - Journals Integrator.

 

 

 

Click Next. The Layout window opens. Layouts determine which fields are included in your spreadsheet, their placement, and any default values.

 

Select any predefined layout as per your requirement.

For example: Functional Actuals – Single

 

Click Next. The Content window opens. The Content window allows you to define a blank spreadsheet or automatically populate the spreadsheet with data when it is created.

Specify the Content to import:

None: Select to create a blank spreadsheet that contains default values from the layout definition.

 

 

Click Next. The Review window will open. The Review window displays the choices you made as you created the spreadsheet

 

Click Create Document to create your spreadsheet. If its prompting to download file like given below, click on options and select download file options.

 

 

Click on Open.

Microsoft Excel will get opened.

If you are getting ‘Protected view’ prompt on it and asking for ‘Enable Editing’ then click on enable editing.

 

 

 

 

 

 

Enter information in all required fields-

Most of the fields, you need to select values from list of values and number fields you have to enter it manually.

 

 

 

The Upload Parameters window appears.

Select parameters and click on Upload.

  

 

Click Upload to start the upload process. After the upload process completes, the upload window will indicate whether or not the upload was successful.

Messages will be returned to the spreadsheet that will identify all rows containing invalid values. If any rows in an upload are found to be invalid, none of the data in the spreadsheet will be uploaded. You must correct all errors

in order to successfully upload the spreadsheet.



 

 

 

 

Monitoring Concurrent Requests

The upload process of some integrators start a concurrent program to import the data you uploaded to an interface table to Oracle Applications. You can monitor concurrent requests from the spreadsheet.

Steps

Select Add-Ins > Oracle > Monitor to monitor concurrent requests.

 

 

Log into Oracle Applications and navigate to your personal homepage. Under

Navigate, click GL_SUPERUSER responsibility.

Click on ‘View’ on the menu.

Select ‘Requests’

You will find the import request submitted from Web ADI.

Click on View output/log to find further details like ‘Journal batch Name’ etc.

 Copy batch name to verify journals and post.

 

Journals imported successfully into Oracle General Ledger.

GL_SUPERUSER > POST

Enter Batch and Click on Find.

 You will be able to see created journal entries using Web ADI.