Document on Web ADI

(Application Desktop Integrator)

In R12 for Assets Module

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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.

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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://oracle-
gpi.accenture.com/ . Once on this page you click on the “NEW! Release 12 Instance
GPI01” link.

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

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Step 3: Now you select responsibility as “Assets, Vision Operations (USA)” & navigate
as Mass Additions  Additions Integrator.

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[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”.

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Step 5: Now you need to select Viewer as “Excel 2003” [Depending on the version of
Excel you are using] & click on “Next”.

Note: Here if you check “Reporting”, then the document you create will not allow you to
upload data.

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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”.

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Step 7: You will get a file download window, here you need to click on “Save”.

Step 8: You need to specify where you want to save this layout & click on “Save”.

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

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

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

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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.

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Step 13: Now you need to specify Major Category & Minor Category as shown below:

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Step 14: Now you need to enter the Units & Costs manually.

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Step 15: Similarly you need to specify Country, State/County, City, Building details.

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Step 16: Next you need to specify Expense Account.

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Step 17: You need to specify Clearing Account.

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Step 18: You need to enter the Date Placed in Service manually.

Note: The remaining columns in this spreadsheet are optional.

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

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Step 20: Now you need to validate the above steps, which is to check if the asset data is
loaded into the interface table.

For this you need to go to responsibility “Assets, Vision Operations (USA)”, and then
navigate as Mass Additions  Prepare Mass Additions.

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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”.

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

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Step 23: Now you need to try the same process but this time move the data into Oracle
Assets, which is post the data. (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)”.

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Step 24: Now you need to validate the above steps, which is check if the asset data is
loaded into Oracle Assets.

For this you need to go to responsibility “Assets, Vision Operations (USA)” navigate as
View  Requests. Now you need to click on “Find”.

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

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

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

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

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How to Define Layout & Create Mapping?
A) Define Layout

Step 1: You need to go to responsibility “Assets, Vision Operations (USA)”, navigate as

Setup : Integrator  Define Layout.

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

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

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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”.

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

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Step 6: Now your layout is created.

You can view it:

WebADI-Test_1.xls

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B) Create Mapping

Step 1: You need to select responsibility as “Assets, Vision Operations (USA)” &
Navigate as Setup: Integrator  Create Mapping

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

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Step 3: Now you need to click on “Define Mapping”

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

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Step 5: Click on the LOV on first row.

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Step 6: Check Column 1 & click on “Select”.

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Step 7: Check “Description” & click on “Select”.

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Step 8: Here you have done the first mapping.

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Step 9: Similarly on doing mapping for the other rows, then click on “Apply”:

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Step 10: Your mapping has been created.

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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.

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

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Conclusion

So the benefits of Web-ADI are:

1. You can personalize the asset entry spreadsheets.

2. You can enter data manually, using list of values & Excel’s data entry
shortcuts.

3. You can import data files.

4. Lastly you can upload data to Assets module:

a. First by uploading data to the interface table.
b. Then posting data from the interface table to Oracle Assets.

Thus the Web ADI tool is any ease-to-use tool for performing the basic operations in
Oracle Assets module.

It combines the powerful features of Oracle Applications with Microsoft Excel, which
makes it simple to perform these operations when a large volume of asset data is
involved.

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