George Boyle
Web Applications Desktop Integrator (WebADI) is a self-service Oracle application that can be accessed using a browser. It is used to create purchase orders with multiple line items. The software does not need to be installed on individual client machines, and processing takes place on the server. WebADI generates Microsoft Excel or Word documents on your desktop and uploads the data you have selected. To use WebADI for purchase order creation, you can follow the steps outlined by Oracle, which include setting up macros, selecting the Desktop Integration responsibility, and clicking on the Create Document link.
| Characteristics | Values |
|---|---|
| Type of application | Self-service Oracle application accessed using a browser |
| Installation | Not required on individual client machines |
| Processing | Takes place on the server |
| Output | Generates Microsoft Excel or Word documents on the desktop |
| Output customisation | Configurable layouts |
| User access | System administrators can restrict fields that end users work within |
| User customisation | Experienced users can create their own layouts |
| Example use case | Uploading out-of-office contact details for an employee |
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What You'll Learn
- Web ADI can be used to create purchase orders with multiple line items
- It is a self-service Oracle application accessed via a browser
- Web ADI generates Microsoft Excel or Word documents
- System administrators can restrict the fields that end users work within
- To use Web ADI, you may need to enable Macros
Web ADI can be used to create purchase orders with multiple line items
Web ADI (Web Application Desktop Integrator) is a tool that brings Oracle E-Business Suite functionality to a spreadsheet, where familiar data entry and modelling techniques can be used to complete Oracle E-Business Suite tasks. It can be used to create purchase orders with multiple line items.
Oracle Purchasing enables buyers to add or modify Buyer Work Center purchase order lines, schedules, pay items, and distributions using the Oracle Web Applications Desktop Integrator (Web ADI) integration with Microsoft Excel. The Purchasing Defaults feature enables users to manage commonly used attributes and improve the purchase order authoring process in Buyer Work Center. Buyers can also autocreate complex work order documents from requisitions using the BWC Autocreate Document Builder functionality.
To use Web ADI for purchase order creation, you will need to have certain software installed on your client PC, including Windows ME, Windows NT 4.0 (with Service Pack 3 or later), Windows 2000, Windows XP, or Windows 98, Internet Explorer 5.0 or greater, and Microsoft Excel 97, 2000, 2003, or XP. For Web ADI to work with Microsoft Excel XP/2003, you must change the macro settings. To do so, go to "Tools > Macro > Security > Trusted Sources" in Excel and select the "Trust access to Visual Basic Project" option.
You can also refer to the Oracle Purchasing User's Guide for detailed instructions on using Web ADI for purchase order creation, including how to set up your software and security settings, create and update purchase orders, and manage purchase order lines, schedules, and pay items.
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It is a self-service Oracle application accessed via a browser
Web Applications Desktop Integrator (WebADI) is a self-service Oracle application that can be accessed via a browser. It is a user-friendly tool that does not require installation on individual client machines. Instead, the processing takes place on the server, making it efficient and convenient for users.
With WebADI, you can easily generate Microsoft Excel or Word documents on your desktop and seamlessly upload the data you select. The layout of the spreadsheet or word processing document can be customised to your preferences, offering a flexible and tailored experience. This feature ensures that you can work with the fields that are most relevant to your specific needs.
System administrators play a crucial role in WebADI by restricting the fields that end users can access within the spreadsheet. This functionality enhances security and ensures a controlled environment for data management. Additionally, administrators can create different layouts for various users, providing a personalised experience for each individual or user group.
Experienced users can also take advantage of the customisation options by creating their own layouts. This capability empowers users to include only the fields they require, streamlining their work and improving efficiency. For example, let's consider a scenario where a business needs to enter out-of-office (OOO) contact details for an employee. By using WebADI, the process can be straightforward and tailored to the specific requirement.
To achieve this, users can follow a set of basic steps, such as compiling the sample package, which includes simple and understandable code. This code facilitates the entry of OOO information through an API, ensuring a smooth data upload process. By following these steps and leveraging the flexibility of WebADI, users can effectively manage their data and address their specific business needs.
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Web ADI generates Microsoft Excel or Word documents
Web Applications Desktop Integrator (Web ADI) is a self-service Oracle application that can be used to generate Microsoft Excel or Word documents. It brings Oracle E-Business Suite functionality to a spreadsheet, allowing users to complete Oracle E-Business Suite tasks using familiar data entry and modelling techniques.
To use Web ADI with Microsoft Excel and Word, certain configuration requirements must be met. For example, the Macro security setting must be set to an appropriate level within Excel and Word, depending on whether digitally signed macros are being used or not. If not using digitally signed macros, select "Disable all macros with notification" in Excel and Word. To do this, go to Options -> Trust Center -> Trust Center Settings... -> Macro Settings -> Disable all macros with notification.
Additionally, if the WebADI spreadsheet is being saved to and opened from a potentially unsafe location on the desktop, users may encounter a "Programmatic access to Visual Basic Project is not trusted" error message in Excel. To suppress this message, either add the download directory as an exception or disable 'Protected View' for desktop locations.
For Web ADI to work with Microsoft Excel XP/2003, you must also change the macro settings for these versions of Excel. Go to Tools > Macro > Security > Trusted Sources and select the "Trust access to Visual Basic Project" option.
It is important to note that marketing administrators should not modify or delete seeded Web ADI layouts. Web ADI security is based on the access permissions of the logged-in user. Administrators with full access privileges can create and update activities and access all activity data in the system. Marketers and marketing managers have restricted access to certain features, such as parent campaigns and Oracle Content Manager (OCM) content.
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System administrators can restrict the fields that end users work within
Web Applications Desktop Integrator (WebADI) is a self-service Oracle application that can be accessed using a browser. The WebADI software does not need to be installed on individual client machines. Instead, processing takes place on the server. WebADI generates Microsoft Excel or Word documents on your desktop and uploads the data you have selected. The appearance of the spreadsheet or word processing document is determined by configurable layouts.
In Oracle E-Business Suite, a role represents a job function that confers the privileges required to perform that job. Roles can be defined to determine what applications (responsibilities), as well as what data and functions within those applications, users can access. Log in as a user that is assigned the Security Administrator role (typically as sysadmin), select the User Management responsibility in the navigator and then click the Role Categories subtab. Go to the editable table, click Update, and then click the Create Lookup Code button. Enter the required information in the Create Lookup Code fields and click the Apply button.
Experienced users can also create their own layouts to include just the fields they need to work with. For example, to create a sample Wed ADI, assume that there is a business requirement to enter the out-of-office (ooo) contact details for an employee. The next steps would be to design a solution for this using Wed ADI. The basic steps to create a WED ADI to upload OOO contact details for an employee are as follows:
- Compile the given sample package. The code in the package is simple and easy to understand. Using an API, this makes an entry into the EIT. Just make sure you have already created an EIT to store OOO information for the employee.
- Set the profile option “BNE Allow No Security Rule” to yes.
- Select the responsibility “Desktop Integration”.
- Click on the “Create Document” link.
- Select Excel 2003 as the viewer.
- Click on next. Select “HR Integrator Setup” as an integrator.
- Click on next. Select “Integrator Setup” as a layout.
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To use Web ADI, you may need to enable Macros
Web Application Desktop Integrator (Web ADI) is a tool that brings Oracle E-Business Suite functionality to a spreadsheet, where familiar data entry and modelling techniques can be used to complete Oracle E-Business Suite tasks. Oracle Marketing uses Web ADI support to set up campaign activities from the Campaign Workbench.
Additionally, to allow spreadsheets to be created on your desktop, you will need to change your intranet browser security settings. To do this, navigate to Tools > Internet Options > Security > Custom Level. Set the "Initialize and script ActiveX controls not marked as safe" option to "Prompt" or "Enable".
Note that if you are running Web ADI version ’11i.BNE.D’ (Patch 3218526) or later, you do not need to perform the above steps and can leave the value set to 'disable'.
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