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Document on Web ADI (Application Desktop Integrator) In R12 for Assets Module

Document on Web ADI

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ABSTRACT
The purpose of this document is to give the reader an overview of the use of Web ADI in Oracle Applications (R12) specific to Assets module. On reading this, I believe one will be able to perform the creation of assets & posting the same into Oracle Assets using the Web ADI tool. Also, one will learn how to modify the existing layout & to create a mapping between the layout & Oracle Applications.

Document on Web ADI

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TABLE OF CONTENTS

1. Introduction to Web ADI……………………………………………..4

2. How to create Assets using ADI?.........................................................5

3. How to Define Layout & Create Mapping?........................................35

4. Useful Tips…………………………………………………………..53

5. Conclusion…………………………………………………………..55

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Introduction to Web ADI:
What is Web-ADI?
It is a spreadsheet extension available in Release 12 of Oracle Applications, which can be used for Assets module. It can be used to perform the following tasks: 1. Creating Assets 2. Reconciling Assets 3. Defining Layout & 4. Creating Mapping

How are the above tasks accomplished?
In responsibility “Assets, Vision Operations (USA)” in Release 12 GPI, the navigations for the above tasks are: 1. Mass Additions  Additions Integrator (for Creating Assets) 2. Physical Inventory  Integrator (for Reconciling Assets) 3. Setup: Integrator:  Define Layout 4. Setup: Integrator:  Create Mapping

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How to create Assets using ADI?
Step 1: First you go to Oracle GPI (Global Play Instance) site: http://oraclegpi.accenture.com/ . Once on this page you click on the “NEW! Release 12 Instance GPI01” link.

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Document on Web ADI 6 .Step 2: Here you need to enter the user name (as OPERATIONS) & password (as welcome) to login.

Vision Operations (USA)” & navigate as Mass Additions  Additions Integrator.Step 3: Now you select responsibility as “Assets. Document on Web ADI 7 .

[Steps 4 to 6: These are the steps to select the specifications for the Integrator] Step 4: In this page you need to select Corporate Asset Book as “OPS CORP” & click on “Continue”. Document on Web ADI 8 .

Document on Web ADI 9 . Note: Here if you check “Reporting”. then the document you create will not allow you to upload data.Step 5: Now you need to select Viewer as “Excel 2003” [Depending on the version of Excel you are using] & click on “Next”.

Document on Web ADI 10 .Step 6: Now select Layout as “Add Assets Default” [Using this standard layout for now. in chapter 3 we will create our own layout] & click on “Next”.

Step 7: You will get a file download window. Document on Web ADI 11 . Step 8: You need to specify where you want to save this layout & click on “Save”. here you need to click on “Save”.

Step 9: You will see a message window that says “Your document has been created”. you need to click on “Close”. Document on Web ADI 12 .

Here. first you need to double-click on the cell adjacent to “Queue Name”. Document on Web ADI 13 .Step 10: This is the excel spreadsheet which contains the relevant Asset information columns.

Document on Web ADI 14 .Step 11: The following window will pop-up. from the list of values you need to check “New” & then click on “Select”.

Document on Web ADI 15 .Step 12: Now you need to specify Asset Description by double-clicking the below cell & then select from the list of values as shown below.

Step 13: Now you need to specify Major Category & Minor Category as shown below: Document on Web ADI 16 .

Document on Web ADI 17 .Step 14: Now you need to enter the Units & Costs manually.

State/County. Building details. Document on Web ADI 18 .Step 15: Similarly you need to specify Country. City.

Step 16: Next you need to specify Expense Account. Document on Web ADI 19 .

Step 17: You need to specify Clearing Account. Document on Web ADI 20 .

Note: The remaining columns in this spreadsheet are optional. Document on Web ADI 21 .Step 18: You need to enter the Date Placed in Service manually.

Step 19: You need to go to the Oracle Menu & click on “Upload”. here you need to select as shown below. the following window will pop-up. & click on “Upload”. Document on Web ADI 22 .

Document on Web ADI 23 .

which is to check if the asset data is loaded into the interface table.Step 20: Now you need to validate the above steps. Vision Operations (USA)”. For this you need to go to responsibility “Assets. and then navigate as Mass Additions  Prepare Mass Additions. Document on Web ADI 24 .

Step 21: In this window you need to enter the below data [sample data that we had previously uploaded using the spreadsheet] & click on “Find”. Document on Web ADI 25 .

Document on Web ADI 26 .Step 22: Now you can see the data that we had entered on the spreadsheet has been loaded into the Interface table.

Step 23: Now you need to try the same process but this time move the data into Oracle Assets. (So you need to repeat steps up to 18 & modify step 19 as shown below by checking the box for “Create Assets Now (Post Mass Additions)”. Document on Web ADI 27 . which is post the data.

Document on Web ADI 28 .

Document on Web ADI 29 . For this you need to go to responsibility “Assets.Step 24: Now you need to validate the above steps. Vision Operations (USA)” navigate as View  Requests. which is check if the asset data is loaded into Oracle Assets. Now you need to click on “Find”.

Step 25: The request Id 4390874 is for Mass Additions Posting Report & request id 439083 for Mass Additions both results of step 23. Document on Web ADI 30 . For request id 4390874 you need to click on “View Output”.

Step 26: In the output you can see the asset has been posted for our sample data & asset number is generated as 108795. Document on Web ADI 31 .

Document on Web ADI 32 .Step 27: In below screen you query for the asset number 108795 & click on “Find”.

Document on Web ADI 33 .Step 28: In next 3 screenshots you can see that our sample data has been posted into Oracle Assets.

Document on Web ADI 34 .

How to Define Layout & Create Mapping? A) Define Layout Step 1: You need to go to responsibility “Assets. Vision Operations (USA)”. Document on Web ADI 35 . navigate as Setup : Integrator  Define Layout.

Step 2: You need to select “Fixed Assets – Additions” as Integrator from list of values & click on “Go”. Document on Web ADI 36 .

Step3: Here you can Update/Delete/Duplicate/Create Layouts. Document on Web ADI 37 . You can now click on “Create” to create your own layout.

Document on Web ADI 38 .Step 4: Now you need to specify “Add Assets – Test 1” as Layout Name & “1” as Number of Headers (from list of values) & then click on “Next”.

Step 5: You need to specify the Required Parameters & Optional Parameters as shown below. and then click on “Apply”. Document on Web ADI 39 .

Document on Web ADI 40 .

Document on Web ADI 41 .

xls Document on Web ADI 42 .Step 6: Now your layout is created. You can view it: WebADI-Test_1.

B) Create Mapping Step 1: You need to select responsibility as “Assets. Vision Operations (USA)” & Navigate as Setup: Integrator  Create Mapping Document on Web ADI 43 .

Document on Web ADI 44 .Step 2: You need to select “Fixed Assets – Additions” as Integrator & click on “Go”.

Step 3: Now you need to click on “Define Mapping” Document on Web ADI 45 .

and then click on “Next” Document on Web ADI 46 . Mapping Key as “1” & Number of columns as “6”.Step 4: Here you need to specify Mapping Name as “Mapping Test 1”.

Step 5: Click on the LOV on first row. Document on Web ADI 47 .

Step 6: Check Column 1 & click on “Select”. Document on Web ADI 48 .

Step 7: Check “Description” & click on “Select”. Document on Web ADI 49 .

Document on Web ADI 50 .Step 8: Here you have done the first mapping.

then click on “Apply”: Document on Web ADI 51 .Step 9: Similarly on doing mapping for the other rows.

Document on Web ADI 52 .Step 10: Your mapping has been created.

Document on Web ADI 53 .Useful Tips 1) In Excel. go to Tools  Macro  Security & do the following: This will ensure you do not encounter any VB error (see below) on downloading the Integrator spreadsheet.

you need to specify the “Queue Name” in Header section as “Post”.2) When you try to post the asset data into Oracle Assets. Document on Web ADI 54 .

You can personalize the asset entry spreadsheets. First by uploading data to the interface table. It combines the powerful features of Oracle Applications with Microsoft Excel. 4. Lastly you can upload data to Assets module: a. You can import data files. which makes it simple to perform these operations when a large volume of asset data is involved. 3.Conclusion So the benefits of Web-ADI are: 1. using list of values & Excel’s data entry shortcuts. Document on Web ADI 55 . Then posting data from the interface table to Oracle Assets. 2. b. You can enter data manually. Thus the Web ADI tool is any ease-to-use tool for performing the basic operations in Oracle Assets module.