Uploading Data Using Oracle Web ADI

The Oracle Web ADI makes task easy by making it convenient in Microsoft Excel and Word to complete your Oracle E-Business Suite tasks. It works via Internet, presents Oracle E-Business Suite Data in a spreadsheet interface, validates data, enables customization and automatically imports data. The Oracle E-Business Suite task you perform on the desktop is determined by the integrator you select in Oracle Web Applications Desktop Integrator. Each seeded integrator is delivered with the Oracle E-Business Suite product that provides the functionality being integrated with the desktop.

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Uploading Data Using Oracle Web ADI

By: Anand Sethuraman, Senior Software Engineer, RapidValue

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Web ADI for Uploading Data to Oracle Applications- A Step-by-step Approach
Pre-requisites:
Enabling Macros in Microsoft Excel

• A Web browser supported by the E-Business Suite installed on the client PC.
• Microsoft Excel 2000, 2002, or 2003 installed on the client PC.
• Changing Macro Settings in Excel to enable the Web ADI content.
Excel > File > Options > Trust Centre > Trust Centre Settings.
Change setting as below in Macro Settings, ActiveX Settings, Protected View,
Message Bar and External Content.



Internet Explorer Changes

Open Internet Explorer --> Tools --> Internet Options --> Security Tab --> Custom
Level.

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Please make sure if „Highlighted‟ is enabled in Scripting, Miscellaneous and
Downloads.




Enabling Add-ins For Oracle Upload

Excel > File > Options > Customize Ribbon and check the Developer option.

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Once the developer has checked the Developer button, the toolbar will be visible.



Select Macros from Developer tool bar and run Sheet 1. Select „BneCreateOracle‟
menu so that the add-ins will be displayed in toolbar.

The Macros for Oracle will be enabled only when the Web ADI is downloaded from
Oracle application.

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Profile Options Set-up

Check whether the profile options are set as mentioned below.
 “BNE UIX Physical Directory” => $COMMON_TOP/webapps/oacore/html/cabo/
 “BNE Upload Staging Directory” => /tmp
 “BNE Allow No Security Rule” => Yes
Once the Profile option set-up is done, bounce the web server.

Steps to open Web ADI
Below steps show how Web ADI is used to create journals in General Ledger.
 Assigning Responsibility

Assign Desktop Integration responsibility to the user to access the Web ADI.

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 Desktop Integration Responsibility
1. Navigate: Desktop Integration --> Create Document.

2. Integrator: Select the Integrator and Click Next. There are a number
of integrators available but you have to choose one of them for each template.
Note: In below example, we used General Ledger – Journal Integrator to create
journals.

3. Viewer: Select the Viewer and Click Next. There are a number of viewers
available but you need to choose one of them for each template. Select 2003 and
Click Next.

Note: If the reporting flag is ticked, you will not be able to upload the Journal.
Make sure this is unchecked.

4. Layout: Select the Layout from the list which you want and Click Next Button.

5. Content: Select a Content to import data into your document. Create an empty
document by selecting None and click on Next button.


6. Review: Check for the selections you want and Click on Create Document to
open Web ADI

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Click on Open button.




By clicking this button, you will create a document in Excel 2003. You need to wait for
few seconds until the screen enables the button.

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Web ADI Template

Once the document gets created, you can open „Download the Excel‟. It will take some
time to get the template ready for upload. Once template loading gets completed, close
the confirmation window.





Once you get the confirmation, click on Close button.
The Web ADI template will be loaded.



Upload the Valid Data and Click on Add-Ins > Oracle > Upload.

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You will find these options for Rows to Upload.

 All Rows - This ignores whether an individual row is flagged, and uploads all
rows.

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 Flagged Rows - When rows are typed into, a Flag symbol is entered
automatically into the Flagged column. If you cut and paste into the spreadsheet,
the flags will not automatically be entered. They can be forced into the column by
typing a Capital O, which generates the symbol. This can be dragged down using
the Excel Autofill facility.

 Validate before Upload - This checks for valid account combinations before
submitting the Journal.

 Automatically Submit Journal Import - This Triggers the Journal Import function in
General Ledger.

 Create Summary Journals - Where Summary Accounting is employed, the
Summary Journals will be generated.

 Descriptive Flex fields.

 Do Not Import – This relates to any extra Descriptive Flex fields added to the
Journal Layout.

 Import with Validation - This option allows for the extra Fields to be transferred,
with validation.

 Import without Validation - Allows all data to transfer to the General Ledger.

Next, you need to click on Upload to initiate the Transfer to GL, and if the Automatically
Submit Journal Import option is checked, the General Ledger Journal import is
triggered. Confirmation of the success of the sending and the triggering of the import is
displayed.

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Success indicator is the green icon and error indicator is the red icon.





Now, you can check the Journal Upload confirmation screen with the Journal Import
Request ID number as displayed.

This can be checked through Desktop Integration > View > Request > Find.



You can check that this is standard Oracle. See the final output and the progress of the
Journal import.



You can validate this in Oracle.


Navigation: General Ledger --> Journal --> Enter.

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Sources: Cash Management
Period: Nov-18
Category: Accrual.

Click on Find.

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Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact
Date







Closed Issues

ID Issue Resolution Responsibility Target Date Impact
Date






Conclusion
The Oracle Web ADI makes the task easy by making it convenient in Microsoft Excel
and Word to complete your Oracle E-Business Suite tasks. The key features are
manifold. It works via Internet, presents Oracle E-Business Suite Data in a spreadsheet
interface, validates data, enables customizations and automatically imports data. The
Oracle E-Business Suite task you perform on the desktop is determined by the
integrator you select in Oracle Web Applications Desktop Integrator. Each seeded
integrator is delivered with the Oracle E-Business Suite product that provides the
functionality being integrated with the desktop.

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About RapidValue

RapidValue is a global leader in digital product engineering solutions including
mobility, omni-channel, IoT, AI, RPA and cloud to e nterprises worldwide.
RapidValue offers its digital services to the world’s top brands, Fortune 1000
companies and innovative emerging start-ups. With offices in the United States,
the United Kingdom, Germany and India and operations spread across the
Middle-East, Europe and Canada, RapidValue delivers enterprise services and
solutions across various industry verticals.




















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This document contains information that is confidential and proprietary to RapidValue Solutions
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use, circulation, quoting, or reproducing of this report is strictly prohibited and may be unlawful.






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Disclaimer:

This document contains information that is
confidential and proprietary to RapidValue
Solutions Inc. No part of it may be used,
circulated, quoted, or reproduced for
distribution outside RapidValue. If you are not
the intended recipient of this report, you are
hereby notified that the use, circulation,
quoting, or reproducing of this report is strictly
prohibited and may be unlawful.