User Guide of WebAdi

Basic Setups and Basic User Interface

1.

Introduction to WebAdi

2. Security Settings
3. Create a Document
4. Define Layout
5. Define Style Sheet
6. Define Mapping

1.

Introduction To Web-ADI

ADI:
ADI stands for Applications Desktop Integrator, and is an Excel based interface through which
users can upload and view data in the Oracle system.
Web ADI:
Web ADI is a Browser based application, which enables users to log in to the Oracle Database, and
upload ADI spreadsheets, without having to have the ADI application loaded locally on the users
machine, or having it set up on a central server and users accessing it through Citrix. For Web ADI
to work, interfaces are set up. These interfaces are Macro driven spreadsheets, in which specific
cells are linked to database table columns, and match to fields in the Standard Oracle Forms.
Through them data is fed into the database, which can subsequently be viewed in the Core Oracle
Forms.

Key Features:
Works Via Internet:
Web ADI uses Internet computing architecture to lower the total cost of ownership by having the
product centrally installed and maintained. No installation is required on client machines; you need
only a Web browser and Microsoft Excel
Data in a Spreadsheet Interface:
Spreadsheets provide a familiar interface that is common in the business environment. You can use
familiar editing capabilities such as copying and pasting data, and moving ranges of cells to create
or edit large amounts of data. Recurring data entry is possible by saving a spreadsheet, and then
uploading it at needed intervals, such as every month or every quarter. Spreadsheets offer additional
flexibility in the way work is done; they can be sent to others for approval or review, and they can
be edited when disconnected from a network.
Validates Data:
All data in the spreadsheet can be validated against Oracle E-Business Suite business rules before it
is uploaded. This includes validation against key and descriptive flexfields. Data is validated against
accounts, segment security rules, and cross validation rules. If any errors are found, messages are
returned directly to the spreadsheet, enabling you to correct the errors and successfully upload the
data.
Enables Customizations:
You can use the layout functionality to determine what fields appear in your spreadsheet, where
they appear, and if they contain default values. These definitions can be saved, reused, and modified
as needed.
Automatically Imports Data:
Wed ADI automatically imports data into your Web ADI spreadsheets whenever you create them.
This information can come from the Oracle E-Business Suite or from a text file. Imported
information can be quickly modified in Excel, validated, and uploaded to the Oracle E-Business
Suite. This feature can be useful when migrating data from a legacy system to the Oracle EBusiness Suite.

As per Oracle documentation, initially webadi are limited to 18 products as listed below:
Assets
Financial Intelligence
General Ledger
Human Resources
Incentive Compensation
Internal Controls Manager
Projects
Public Sector Budgeting
Public Sector Financials International
Public Sector HR
Public Sector Payroll
Sales Offline
Student Systems
Territories
Trade Management
Training Administrator
Advanced Product Catalog (Also Known as PIM- Product Information Management )
Web Applications Desktop Integrator
R12 few more products are using along with the above lists(Adopted Oracle Documentation)
Advanced Benefits
Application Report Generator
Financial Consolidation Hub
Financials Common Modules
Information Technology Audit
Learning Management
Marketing
Operations Intelligence
Payroll & Sales
Supply Chain Intelligence
Transfer Pricing
Some of existing ADI template
Journal Wizard - Journal entries which are uploaded and imported ready for posting.
Budget Wizard - download Budget data, adjust the values and then upload and import
back to general ledger.
Report Wizard - Create and maintain FSG reports in a spreadsheet interface
Analysis Wizard - FSG report published to a spreadsheet, drill down on a value of
interest to find the transactions that made up this value.
Create Assets
- Create Assets and upload them to Fixed Assets.
Record Physical
speed up your inventory process, by entering or importing
Inventory
text files for an inventory check into a spreadsheet, load and then
initiate the concurrent programs to compare with the actual assets and
generate a comparison report.
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2.

Security Settings

Security settings must be adjusted in MS-Excel and Internet Explorer for Webadi to Work.
MS- Excel:
Open Excel and Follow the Navigation (For Excel 2010)

File > Options

Trust Center > Trust Center Settings

Click on Macro Settings

 Select "Disable all Macros with Notifications"

Tick mark on "Trust Access to Vba Project Object Model"
Click on OK and Close Window
Internet Explorer:
Open Internet Explorer and Navigate to following

Tools > Internet Options

Security > Internet > Custom Level

Scroll Down to Scripting

Enable Active Scripting Scripting
Enable Allow Status bar updates via script

Click on OK and Apply & Close the Window.

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3.

Creating a Document

The Create Document workflow guides you through steps that allow you to create your spreadsheet.
This section only applies to those products that instruct users to create documents through a form
function that calls the Web ADI Create Document page flow.
Assets Integrator (Mass Additions):

Mass Additions > Additions Integrator

Select Corporate Asset Book as appropriate.

Click on Continue

(As per e.g. MI_CORPORATE)

Select the Viewer as appropriate

(As per e.g. Excel 2010)
Tick Mark on Reporting if want to create a spreadsheet that does not allow
uploading data.
Click on Next

 Select Layout
Click on Next

(As per e.g. Add Assets - Default)

A prompt for Download File Will Appear

Download The File and Save It
Open Saved File, An Image Similar to Below will Appear.

 After Sometime the process will be completed and File Will be Created.

Click on Close

 Click on Queue Name to enter details.

Double Click on Description Column space to enter data

A Search & Select popup will come with predefined Options, Select an option
Click on Select

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 Similarly Select Major & Minor Category.

Enter Manualy Unit and Cost

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 Enter Location

Specify Expence Account

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 Specify Clearing Account

Enter Date Placed in Service Manually

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 Rest of the Entries are Optional

Click on Add-Ins
Click on Oracle > Upload

A popup Window will Appear.

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All Rows:
It will upload each entry in the data base entered in excel file.
Flagged Rows:
It will only upload flagged rows, displayed in first column with heading Upl as flagged.
Validate Before Upload:
It will validate before uploading data into database.
Create Asset:
It will create assets or can say post the assets in to the data base. It will generate concurrent request
in the system. (Note: to choose this option the Queue name must be Post.)

Select as Appropriate and Click on Upload

Upload Conformation Will Come OR if Any Error will be Generated then it will appear in
Messages Column the last column.

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 Check the Row Created in Assets Responsibility Prepare Mass Additions.

The Assets is added and can be posted from post mass additions similarly multiple rows can
be added easily.

The Green Image Displays of Successful Upload.

Similarly through different integrators one can create and upload entries through Web-Adi.
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4.

Defining Layot

Layouts enable you to customize the user interface presented in your spreadsheet. Use the layout
functionality to determine the fields in a spreadsheet, set their positions, and specify default values
for the fields. With Define Layout option one can do the following :
Create

Modify

Delete

Duplicate

Navigate to Assets Responsibility:

Setup > Integrator > Define Layout

Slect Fixed Assets Additions

Clic kon GO

17

Click on Create
Name the Layout
Select Number of Headers to place across the top of the document
Click on Next

Window Similar to below Will appaer

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 The Columns that have to be defined are

Feild Name

Placment

Default Value

Default Type.

Feild Name:
The Default Headings Available in Oracle Apps to Enter Data,
Placement:
Defines the location of the field on the spreadsheet. Choices are Context, Header, and Line.
Context
Header

:
:

Line

Appears at the top of the spreadsheet as read-only, contextual information.

Fields whose values do not change for every record you are uploading. This
region appears above the line region in the spreadsheet. If you specified
multiple headers, select the one you wish the field to display in.
Fields whose values change for every record that is uploaded to Oracle
Applications. The rows of data in this region represent every record that will
be uploaded.

The Above Image Displays the Context , Header and Line Area.
Through Layout Window one can Define the Values as in which
section does it want to appear.

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Default Value:
Some fields will have defaults predefined. Details are Given in Module Specific Documents. e.g.
Journal Wizard Gl User Guide, Mass Additions Integarator User Guide Assets. Etc.
Default Type:
Constant
Used when the text entered in the Default Value field is used as the default
value in the spreadsheet.
Environment -

Used to reference an environment variable when setting a default for a field.

Values are as follows:
sysdate
:
System date
database
:
Name of the current database
oauser.id
:
ID of your current Oracle Applications user

Parameter

Used to reference a parameter that your system administrator stores in the

form function (Self Service Link) that you use to access the Create Document
flow. The parameters that can be referenced are specific to each integrator.

SQL

Runs SQL statement to determine the default for the field and automatically
populates the spreadsheet with the results. The SQL statement for the Default
Value field:
$profiles$.profilename
:
Displays the profile
$env$.userid
:
Displays user ID.
$env$.appid
:
Displays application ID
$env$.respid
:
Displays responsibility ID
$env$.language
:
Displays session language

Formula

You can enter Excel-compatible formulas as default values for fields. Follow
the Excel formula syntax and enclose field names in brackets. For example:
[credit]+[debit] Note that referencing the field names rather than the cell
names prevents your formulas from being corrupted if the order of the fields
is changed in the layout.

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 Enter Details as Appropriate and Select Default Types and Palcment.

Scroll Down, these are Optional feilds an the above were Mandotory feilds
Tick mark on optional feilds that are to be included in excel, enter & select
values for them.
Click on Next

Through this page formating can be done of the excel sheet.

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Create Layout:
Protect Sheet:
Select Yes or No to set the state of the document when downloaded. A protected sheet will allow
you to update the data fields but will not allow you to insert rows. It will also disable formating of
the sheet. It can also be unorotected from Escel Options.
Stylesheet:
Select a stylesheet to apply to the document. Style sheet can also be Created, Modified, Deleted and
Duplicated. It manages the font, font type, font size, color. These can also be manged after
unprotection of file through excel otions.
Apply Filters:
Select Yes to enable Microsoft Excel filters for the lines region when the document is downloaded.
The user can change this setting in Excel by selecting Filters from the Oracle menu.

Contexts:
(1 Span = 1 Column Cell 1 Column Cell = Width of Line Specified)
(The First Column is predefined for all Sheets i.e. Upl.)
Prompt Span - Enter the number of columns that the field prompt will span.
Hint Span
- Enter the number of columns for the field hint to span. The hint for a field can
include the following:
* - indicates the field is required.
List - indicates that the field provides a list of values. Double-click the field to invoke the list.
Data type - the data type for each field is always displayed. For example, Text or Number.
Data Span - Enter the number of columns for the data to span.
Hide
- The field will be hidden on the spreadsheet.

Header:
Title
Read Only

- Enter a title for the header Optionally

- Tick Mark if want the feild as read only in excel.

All Other options in Header are similar to Context only, enter them as required.
Scroll Down

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Line:
Data Entry Rows

- Enter the number of blank rows to display when the document is generated.
The user can add more rows once the document is downloaded to Excel.
Width
-Enter width of columns of excel sheet, this width will also effect the span of
context and header. Can be seen in the below images.
Frozen Panes
-Used to set the fields that you want to remain visible while you scroll
horizontally across the spreadsheet.
Tick mark Read only as required. Use Moveup & Down to manage the sequence of Feilds

Click on Apply
Create a file again to view changes with newly created layout.
The below images explains the layout inputs.

Below Image is With Diffrent Context and Header Span.

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 Line With Diffrent Layout Settings i.e Width and no of line. And similar Span
Settings.

Click on Apply the Layout will be created.

It Will be Displayed and can be later Duplicated, Updated or Deleted.

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5.

Define Style Sheet

The Style Sheet enables you to define the colors and fonts to apply to the sheet, the prompts, the
hints, and the data fields of your document.
Swich to Deskto Integration Responsibility:

Click on Define Style Sheet.

Click on Create

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 Enter Details as Required

Read Only Color:

It will be only on those columns background which will be selected as read only in Layput.
Back Ground/ Font Color:
Sheet Color , Prompt Color, Hint Color, Data color, Similarly define Font Color. Define Font
Family and Size and Font Style.

Clic kon Apply

The Style Sheet is Created

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 Select the Style Sheet While Describing Layout.

Click on Apply
Create a Document To view the Diffrence.

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