Web ADI - Oracle Custom WEB ADI Setups and Process for AP
Invoice Interface
Pre-Requisites
Enable the Profile Option
Enable the Macros options for Excel sheet
Required Database Objects Creation
Custom Web ADI Setups
Create Integrator
Create Interface
Create Content
Create Uploader
Create Importer
Create Layout
Define Mapping
Create Document
Change the Labels of fields
Assign LOV and hints to the columns
Add default value Columns
Defining the Form Function for Integrator
Assign Function to Custom Menu
Process the AP Invoice Custom Web ADI
Upload the data with Web ADI
Modify the Errored records and re upload
Verify the Created records from application and Backend
Introduction:
There are basically two ways to enter data into Oracle: by typing it into a user interface (Java Form or
Web Page) or by taking a file and programmatically interfacing the data. Web ADI falls into the second
category in that it takes an Excel file and programmatically loads the data into Oracle. If you find it easier
to enter data into Excel than Oracle forms, you should look into using Web ADI.
Downloading a Web ADI
The first step in downloading a template is to locate the responsibility and menu that is linked to that
template. Some templates can be downloaded from the Desktop Integration menu and others must be
downloaded from a specific
responsibility. For security, some templates are linked to specific responsibilities. For example, we can
download the GL Journals template from the Desktop Integration responsibility but we can’t download
the Project Transaction Import template from the same responsibility. To download a template you will
use the following components: integrator, viewer, layout, and content. Based on how the menu is setup,
some of these components may default for you.
Integrator
The integrator defines what data you will be uploading to Oracle. Each integrator serves a specific
purpose and cannot be used to enter other data.
Viewer
The viewer is the Microsoft program you will use to enter data into the template
Layout
The layout is how the data columns are organized on the template. You have two main sections to a
template: a header and lines. The header information applies to all the lines when the data is uploaded
to Oracle.
Content
The content is a text file that you can import into your template. You can use this feature if you have an
external system that outputs text file and you want to import that into the template.
Pre-requisites for working on Development or use of WEBADIs
1.Check the value for profile option named ‘BNE Allow No Security Rule’ and set the value to Yes
2. Assign responsibility Oracle WEBADI or Desktop Integrator to do the development of new WEBADIs
3. Compile the below Custom table and Package in APPS schema
CREATE TABLE XXAA_APINV_IFACE_TBL
PACKAGE XXAA_APINV_IFACE_PKG
PROCEDURE XXAA_APINV_IFACE_LOAD_PRC
PROCEDURE XXAA_APINV_IFACE_IMPORT_PRC;
Integrator
1. Create Integrator
Navigation : Desktop Integration Manager Responsibility-> Create Integrator
Integrator Name : XXAA APINV Interface Integrator
Internal Name : XXAA_APINV_IFACE_INTEGRATOR
Application : Payables
Click on Next button
2. Create Interface
Interface Name : XXAA APINV Interface
Interface Type : API – Procedure
Package Name : XXAA_APINV_IFACE_PKG
Procedure/Funtion : XXAA_APINV_IFACE_LOAD_PRC
API Returns : FND Message Code
Click on Apply button
Select the Interface and Click on Next button
3. Create Content
Content Name : XXAA APINV Interface Content
Content Type : Text File
Number of columns : 9
Apply
Rename the display names as per csv header columns for better under standing
And provide the content parameter (download parameter) as Web ADI: Download "Text File"
Parameters
4. Create Uploader
5. Create Importer
Select importer type as PL/SQL API
Importer Name : XXAA_APINV_IFACE
Click on PL/SQL API Call plus button to add our custom procedure
Enter following information
API Type : PL/SQL Procedure
Package Name : XXAA_APINV_IFACE_PKG
Procedure Name : XXAA_APINV_IFACE_IMPORT_PRC
API Returns : FND Message Code
Click on apply and then submit button
Layout
1. Create Layout
Navigation: Desktop Integration Responsibility ->Define Layout
Select the integrator ->Go ->Create button
2. Enter the name : XXAA APINV Interface Layout
3. Include the fields in layout, Select the line in Placement
Click on Apply button
2. Define Mapping
1. Define mapping
Navigation: Desktop Integration Responsibility -> Defining mapping-> select integrator-> go
2. Click on define mapping button
3. Enter the mapping details
Mapping Name : XXAA APINV Interface Mapping
Mapping Key : XXAA_APINV_IFACE_MAPPING
Number of column : 9
4. Map the source and target columns
3. Create Document
1. Create Document :- Test the document with sample data
Navigation: Desktop Integration Responsibility -> Create Document -> select integrator
2. Select the desktop application like excel or word
3. Select the layout if there are multiple layouts
4. Select the content
5. Select the data file
6. Select the NONE to open the Excel file
7. Click on create document button
8. Click on create document button to download the sheet
Enter the data and upload and verify the invoice number from application
Note: we have developed the sheet. Now it needs some cosmetic changes
Changes
1. Change the Labels of fields
Navigation: Go to integrator-> Interface-> Enter the Integrator name and click on Go
Click on Update button
Click on Next
Select the Integrator
Change the Prompt Left Label
Click on the Update button and change Above Prompt then Save and Submit
è Create the document to check new changes
2. Assign LOV and hints to the columns
Navigation: Go to integrator-> Interface->click on update button of respective attribute
(say P_INVOICE_CURRENCY) to add LOV
check the not null check box to indicate required columns in spread sheet
Select the validation type as table and enter below information
Validation Type : Table
Id Column : CURRENCY_CODE
Meaning Column : CURRENCY_CODE
Desc Column : CURRENCY_CODE
Validation Entity : FND_CURRENCIES
Provide the information under user hint text item as ‘*List–Text’ to give an idea user about
what value should be entered or select
è Do the same for other columns too then save and get the new document to see the changes
3. Add default value as ‘USD’ to currency code item
Navigation: Go to integrator-> Interface-> select the default type and default value for currency
code attribute
Do the changes for all required fields
Result
Defining the Form Function for Integrator
Define the form function for integrator to run the custom ADI document from any
responsibility
1. Define the custom Form Function
Navigation -> Application Developer -> Application -> Function
Function : XXAA_APINV_IFACE_FF
User Function Name : XXAA APINV Interface Integrator
Properties àType - SSWA servlet function
Form àParameters
bne:page=BneCreateDoc&bne:viewer=BNE:EXCEL2007&bne:reporting=N&bne:integrator=
USER_NAME:XXAA APINV Interface Integrator&bne:noreview=Yes
Web HTML àHTML Call : BneApplicationService
Save it.
Assign Function to Custom Menu
Go and add the function into the custom responsibility
Navigation-> Application Developer -> Application -> Menu
Search for your menu where you want to add this ADI
Menu : AP_NAVIGATE_GUI12
Prompt : XXAA APINV Interface Integrator
Function : XXAA APINV Interface Integrator
Now you can navigate to your custom responsibility to see the ADI which you have assigned.
Test the sheet
1. Once you create document, it will populate the file data on the sheet
2. Fill the required information
