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. ebstouff@systemarchitechs.com Office: 678-429-7252