1. Web ADI for Oracle Applications Eric Stouffer ATL-OAUG January 18, 2002 Copyright, 2002 © System Architechs, Inc.

2. Web ADI Overview Web ADI Journal Solution only provides functionality for journal uploadWeb ADI Journal Solution only provides functionality for journal upload Request Center functionality forthcoming in new web-based applicationRequest Center functionality forthcoming in new web-based application Eliminates ADI desktop client PC maintenanceEliminates ADI desktop client PC maintenance Eliminates need for Citrix-type of solutionEliminates need for Citrix-type of solution Accessed from the Self-Service menuAccessed from the Self-Service menu

3. Web ADI Requirements For 11i Users: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

4. Web ADI Requirements For 11.0.x Users: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

5. Three functions are created to access Web ADI after the installationThree functions are created to access Web ADI after the installation Add functions to a Self Service responsibilityAdd functions to a Self Service responsibility A Self Service responsibility is required for each set of books accessed by Web ADIA Self Service responsibility is required for each set of books accessed by Web ADI Create multiple responsibilities to control privilegesCreate multiple responsibilities to control privileges Web ADI Configuration

6. Web ADI Menu Access Select Web ADI from Self Service responsibilitiesSelect Web ADI from Self Service responsibilities

7. Web ADI Functions This responsibility has access to all three functionsThis responsibility has access to all three functions Create Document used to create a spredsheetCreate Document used to create a spredsheet Create ADI Layout used to define the data elements in the journal uploadCreate ADI Layout used to define the data elements in the journal upload Create ADI Mapping used to define text file profileCreate ADI Mapping used to define text file profile

8. Create Layout Layouts control data elements in the context, header and lines regions of the spreadsheetLayouts control data elements in the context, header and lines regions of the spreadsheet Update, duplicate, delete or define a new layoutUpdate, duplicate, delete or define a new layout

9. Create Layout Set placement region and default value for required fieldsSet placement region and default value for required fields Account, Debit and Credit should always reside in the Line regionAccount, Debit and Credit should always reside in the Line region

10. Create Mapping Template Mapping template are used to define profile of the text file containing journal or budget dataMapping template are used to define profile of the text file containing journal or budget data Number of columns should match the LayoutNumber of columns should match the Layout

11. Create Mapping Template Select columns contained in the text fileSelect columns contained in the text file List of values button shows all available columnsList of values button shows all available columns

12. Create Document Notice the guide bar on top of pageNotice the guide bar on top of page Choose a layout matching your requirementsChoose a layout matching your requirements Select standard or custom layoutsSelect standard or custom layouts

13. Create Document Select None to create a blank spreadsheetSelect None to create a blank spreadsheet Select Text File to import data from a fileSelect Text File to import data from a file

14. Create Document The Content option appears when importing a fileThe Content option appears when importing a file Select a default or custom mapping templateSelect a default or custom mapping template

15. Create Document Select Create Document to load datafile and launch ExcelSelect Create Document to load datafile and launch Excel

16. Create Document Notice WebADI option on Excel menuNotice WebADI option on Excel menu List of Values pop-up window on Company segmentList of Values pop-up window on Company segment

17. Upload Journal Upload Journal option from Excel menuUpload Journal option from Excel menu Appears after selecting Parameters optionAppears after selecting Parameters option

18. Monitor Requests Excel option to Monitor concurrent requestsExcel option to Monitor concurrent requests Search criteria allows selecting parameters to control the requests to monitorSearch criteria allows selecting parameters to control the requests to monitor

19. Questions? Thank You for supporting ATL-OAUG Eric Stouffer System Architechs, Inc. ebstouff@systemarchitechs.com Office: 678-429-7252