Professional Documents
Culture Documents
Eric Stouffer
ATL-OAUG January 18, 2002
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
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
Mapping template are used to define profile of the text file containing journal or budget data Number of columns should match the Layout
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
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?
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