Get more out of 11i with Oracle ADI

1. Get more out of 11i with Oracle ADI Richard Byrom Oracle Applications Consultant Appsworld January 2003

2. Agenda • Presentation assumptions & objectives • Account Hierarchy Editor • Security Model • Web ADI • Conclusion • Feedback and Q & A

3. Assumptions You have already used or heard about some of the basic features of ADI - perhaps journal preparation and reporting. You know or have someone in your organization that already knows how to setup and configure ADI. You have someone in your organization who can sufficiently iron out all the bugs involved in setup and patching for Web ADI.

4. Objectives • To emphasize the need to get more out of your applications by understanding all that they are capable of doing. • To demonstrate how Oracle is web enabling their applications.

5. Account Hierarchy Editor With the Account Hierarchy Editor you can graphically create, maintain, and review account structure hierarchies.

6. Account Hierarchy Editor • You can define new parent and child segment values, as well as change parent/child dependencies.

7. Account Hierarchy Editor • You can also create new rollup groups from the Account Hierarchy Editor and have your changes reflected automatically in both the Key Segment Values and Rollup Groups windows.

8. Security Model • Functional Security. • Allows you to control access to specific Oracle applications functions for each defined responsibility. • Profile Security. • Allows you to Specify how Oracle Applications controls access to and processes data based on defined profile options. This model gives you finer control over user access because you can set security at the user, responsibility, application or site level.

9. Security Model • You must specify which security model you are going to use by choosing the ADI: Use Function Security Model. • ADI enforces a hierarchical security model. If you have access to a high level function, you will automatically have access to the related lower level features.

10. Application Application Application Application Application Application Database Application Application Browser Java Application Server Browser Internet Computing Architecture 2 Tier X 3 Tier

11. Web ADI Overview • Web ADI Journal Solution only provides functionality for journal upload • Request Center functionality forthcoming in new web-based application • Eliminates ADI desktop client PC maintenance • Accessed from the Self-Service menu

12. Web ADI Overview • Web ADI Journal Solution only provides functionality for journal upload • Request Center functionality forthcoming in new web-based application • Eliminates ADI desktop client PC maintenance • Accessed from the Self-Service menu

13. Web ADI Requirements • Internet Explorer, Excel and Windows Platform on client • Patches – Web ADI Patch and Self Service

14. Web ADI Configuration • 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

15. Configuration/Diagnostics Page

16. Web ADI Menu Access • Select Web ADI from Self Service responsibilities

17. Web ADI Functions • This responsibility has access to all three functions • Create Document used to create a spreadsheet • Create ADI Layout used to define the data elements in the journal upload • Create ADI Mapping used to define text file profile

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

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

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

21. Create Mapping Template • Select columns contained in the text file • List of values button shows all available columns

22. Create Document • Notice the guide bar on top of page • Choose a layout matching your requirements • Select standard or custom layouts

23. Create Document • Select None to create a blank spreadsheet • Select Text File to import data from a file

24. Create Document • The Content option appears when importing a file • Select a default or custom mapping template

25. Create Document • Select Create Document to load datafile and launch Excel

26. Create Document • Notice WebADI option on Excel menu • List of Values pop-up window on Company segment

27. Upload Journal • Upload Journal option from Excel menu • Appears after selecting Parameters option

28. Monitor Requests • Excel option to Monitor concurrent requests • Search criteria allows selecting parameters to control the requests to monitor

29. Conclusions • The web features of ADI allow you to leverage the internet computing architecture to the benefit of your organisation. • The account hierarchy editor together with the security model are powerful features which can be utilized to add value to the ADI offering.

30. Q & A Feedback and Q&A • Please fill out your feedback forms!!

31. Speaker Information Name : Richard Byrom e-mail : richard@rpcdata.com Company : RPC Data Ltd Web Site : http://www.rpcdata.com Mobile : +267-72111278