Vendor Site Entry WebADI -...

2012

ERPWebTutor

1/12/2012

Vendor Site Entry WebADI


Vendor Site Entry WebADI ERPWebTutor Confidential Page 2

Contents 1. Background ................................................................................................................................................................ 3

2. Solution Approach ..................................................................................................................................................... 3

3. Prerequisites .............................................................................................................................................................. 3

4. Steps to Create the Custom WebADI ......................................................................................................................... 3

4.1 Create the Integrator: ......................................................................................................................................... 4

4.2 Create LOV Components ..................................................................................................................................... 7

4.4 Create the Layout ................................................................................................................................................ 8

5. Create Document ..................................................................................................................................................... 10

6. Additional Security Settings ..................................................................................................................................... 11

6.1 Browser settings for Desktop Integrator: .......................................................................................................... 11

6.2 Maco level Security Settings for Excel: .............................................................................................................. 13

7. Create a Hint on the Layout ..................................................................................................................................... 14

7.1 Create the custom Attribute ............................................................................................................................. 14

7.2 Add the custom attribute to the layout ............................................................................................................ 16

8. Make the integrator available from the custom AP responsibility .......................................................................... 17



1. Background

XX Company uses Oracle Payables to main supplier/supplier sites information. While creating supplier site, the user has to navigate to multiple screens to complete the supplier site setup. The goal is to minimize the user navigation and use a simple spreadsheet to upload the information into Oracle.

2. Solution Approach

This will be achieved using Web ADI. Custom integrators and layouts will be created to load the data into Oracle.

3. Prerequisites

In R12, Oracle has provided a GUI to create custom integrators. Make sure you have the following patches: Patch 9055234 DIF: NEW RESPONSIBILITY AND FUNCTION FOR DESKTOP INTEGRATION MANAGER Customers who are on R12.1.1 version of apps, please apply patch 10107918:R12.BNE.B

4. Steps to Create the Custom WebADI

1. Create an Integrator (Resp = Desktop Integration Manager) Table or API to insert into: Integrator, Interface, Content, Uploader, Importer

2. Create a Component (optional) (Resp = Desktop Integration Manager) List of Values to be used by the Integrator 3. Create a Layout (Resp = Desktop Integrator) The display characteristics of the columns from the Integrator

4. Create a Document (Resp = Desktop Integrator) This is the actual Web ADI Template Optionally Save as a Menu

Function

You can use the old PL/SQL API method to define your Integrator PL/SQL Procedure BNE_INTEGRATOR_UTILS CREATE_INTEGRATOR CREATE_INTERFACE_FOR_API CREATE_DEFAULT_LAYOUT UPDATE_INTERFACE_COLUMN_TEXT CREATE_TABLE_LOV or You can use the new User Interface (Wizards) Integrator & Interface Responsibility: Desktop Integration Manager Layout Responsibility: Desktop Integration

In this case, we will use the wizard based UI method of creating these.

The Integrator is the essentially the name that holds all of the meta data together for you spreadsheet integration

The Interface is how the data is uploaded from the desktop appication to the Oracle E-Business Suite. We have the following interface types:

Table PL/SQL API Procedure PL/SQL API Function



4.1 Create the Integrator:

Navigation: Desktop Integration Manager > Create Integrator

Integrator Fields

Integrator Name – name you will see if the forms

Internal Name – keep this name short

Application – create under your custom application name

Enabled – this appears to be the only way to disable an integrator

Display in Create Document Page – I allow this, more on this later

Integrator Parameters – you can create a parameters page required to specify constraints on a download document

Security Rule – We can create my own function and assign this, along with the seeded Desktop Integration – Create Document which allows the users to use the Create Document Page. For this scenario we will skip this.

Enter Integrator Information

Integrator Name XXCC Vendor Site Entry Integrator

Internal Name XXCCVEND1

Application C&C Custom Application

Reporting Only

Enabled Yes

Display in Create Document Page Y

Integrator Parameters

Upload Server

Parameter

Document Parameter

Session Parameter

Security Rules

Function

Selected Functions

Click Next.



Interface Fields – step 1

Interface Name – name you will see if the forms, keep this name short (6 to 8 characters) since it is used by the wizard (or PL/SQL API) to autocreate column definitions

Interface Type – select an interface type Table

o Table Name API – Procedure

o Package Name o Procedure/Function Name o API Returns

API – Function o Package Name o Procedure/Function Name o API Returns

Enter Integrator Information

Interface Name XXCC1

Interface Type API - Procedure

Package Name XXCC_WEBADI_PKG

Procedure/Function Name CREATE_VEND_SITE

API Returns

Click Apply Note: The code for the interface package will added.



The following screen appears when you click on Select Interface Name radio button:

Note: It takes a few seconds for the bottom part to appear once you click the radio button. Interface Fields – step 2

Attribute Name –from the PL/SQL Parameter, or table column name

Prompt Left – left hand prompt in the document

Data Type – from the parameter or column definition

Enabled – should the attribute be used

Displayed – should the attribute be displayed

Default Type – Constant, Environment Variable, Parameter, Profile Option, SQL Query, Lookup

Attribute Type –describing where it originated from Click Submit. This will create the integrator.



4.2 Create LOV Components

For this we need to use the BNE_INTEGRATOR_UTILS package. The following codes will create the two LOV’s for the columns P_VENDOR_NO and P_COUNTRY.

Code for Vendor LOV

DECLARE

BEGIN

BNE_INTEGRATOR_UTILS.CREATE_TABLE_LOV

(P_APPLICATION_ID => 20003, -- your application id

P_INTERFACE_CODE => 'XXCCVEND1_XINTG_INTF1', --your interface name

P_INTERFACE_COL_NAME => 'P_VENDOR_NO', -- your column name from

bne_inetrface_cols_b column

P_ID_COL => 'SEGMENT1', -- LOOKUP CODE UPLOADED --

P_MEAN_COL => 'SEGMENT1', -- Shown in sheet --

P_DESC_COL => 'VENDOR_NAME',

P_TABLE => 'PO_VENDORS',

P_ADDL_W_C => '1=1',

P_WINDOW_CAPTION => 'Vendors',

P_WINDOW_WIDTH => 450,

P_WINDOW_HEIGHT => 300,

P_TABLE_BLOCK_SIZE => 10,

P_TABLE_SORT_ORDER => 'SEGMENT1', -- sortable by meaning, not description-

-

P_USER_ID => 1562,

P_POPLIST_FLAG => 'N'

);

END;

Code for Country LOV

DECLARE

BEGIN

BNE_INTEGRATOR_UTILS.CREATE_TABLE_LOV

(P_APPLICATION_ID => 20003, -- your application id

P_INTERFACE_CODE => 'XXCCVEND1_XINTG_INTF1', --your interface name

P_INTERFACE_COL_NAME => 'P_COUNTRY', -- your column name from

bne_inetrface_cols_b column

P_ID_COL => 'TERRITORY_CODE', -- LOOKUP CODE UPLOADED --

P_MEAN_COL => 'TERRITORY_CODE', -- Shown in sheet --



P_DESC_COL => 'TERRITORY_SHORT_NAME',

P_TABLE => 'FND_TERRITORIES_VL',

P_ADDL_W_C => '1=1',

P_WINDOW_CAPTION => 'Countries',

P_WINDOW_WIDTH => 450,

P_WINDOW_HEIGHT => 300,

P_TABLE_BLOCK_SIZE => 10,

P_TABLE_SORT_ORDER => 'TERRITORY_CODE', -- sortable by meaning, not

description--

P_USER_ID => 1562,

P_POPLIST_FLAG => 'N'

);

END;

4.4 Create the Layout

Layouts define how the Integrator will look in the Desktop Document

An Integrator can have multiple Layouts, this allows you to create user business process specific Web ADI’s Examples:

One for Payables SubLedger Accounting Journal Entries One for Receivables SubLedger Accounting Journal Entries One for a each External System

You can easily duplicate an existing Layout then make the changes you need

This is can easily be done by a non-technical user Navigation: Desktop Integrator > Create Layout

Step 1: Select your Integrator and click Go to go the layout creation page.

Step 2: Click Create to create a new layout



Step 3: Make the following entries and click Next. Layout Name: XXCC Vendor Site Entry Layout Number of Headers: 1

In the following screen Specify which Fields of the Interface go in which section of the document Header or Lines and specify the Default Values and Default Type. In our case every attribute will be at the line level.



Click Apply to save the layout definition.

5. Create Document

Next we need to check the upload process for our integrator. Navigation: Desktop Integrator > Create Document From the list, select your integrator and click ‘Next’.

Select the Viewer. (In our case it Excel 2007) and click Next.



Click ‘Create Document’ and it will open an Excel Spreadsheet

Enter data in the columns and upload the information.

6. Additional Security Settings

VERY VERY IMPORTANT Note:

6.1 Browser settings for Desktop Integrator:

Enable 'Allow status bar updates via script'. (For Microsoft Excel 7 or 8)



1) Open Internet Explorer browser window. 2) Click on Tools Menu. 3) When the Tools menu appears, click "Internet Options" at the bottom of the Tools menu. 4) Click on the security tab. 5) When the Security page appears, click the "Internet" icon in the "Select a zone" box and then click the "Custom Level.. " button. 6) When the "Security Settings" dialog box appears, scroll down to "Scripting" on the menu. Enable - Allow status bar updates script. Select OK 7) You may receive a Warning. Please select "Yes" 8) Finally, click "OK" to close the Internet Options dialog box. 9) Close the browser window so that new settings can be used.

Also do the additional setups: 1. From the Tools menu, select Internet Options and then select the Security tab. 2. Select the zone in which you are working, such as Trusted Sites, and select the Custom level button. 3. In the Downloads settings, select Enable for the File download option.



6.2 Maco level Security Settings for Excel:

For Microsoft Excel 2002 or 2003: 1. From the Tools menu, select Macro, then Security, and then Security Level. 2. In the Security Level tab, select the Medium option. 3. In the Trusted Sources tab, select the Trust access to Visual Basic Project option. For Microsoft Excel 2007: 1. Choose the Microsoft Office button, and then choose Excel Options. In the Trust Center category, choose Trust

Center Settings, and then the Macro Settings category. 2. Select the Disable all macros with notification option. 3. Select the Trust access to the VBA project object model option.



7. Create a Hint on the Layout

In this section we will display some hint columns on the layout that will provide some instructions to the user that may be relevant during the uploading process.

7.1 Create the custom Attribute

Navigation: Desktop Integration Manager > Manage Integrator

Click Next and select the interface. In a few seconds the attributes will appear.



Click ‘Add attribute’. Make the following entries:

Interface Attribute Definition

Attribute Name ATTRIBUTE14

Data Type String

Length 100

Attribute Type Custom <defaults>

Enabled Y

Displayed (Available for display in layout) Y

Required (To be included in all layouts)

Available for summary

Read Only Y

Enabled for Mapping

Not Null

Default Value

Default Type

Default Value

Validation

Validation Type

Group Name

Component Name

Display Text

Prompt Left / Display Name Hint

Prompt Above

User Hint Text Please enter the data and upload

Click Save



Click Submit to save the Integrator.

7.2 Add the custom attribute to the layout

Navigation: Desktop Integrator > Define Layout Query for the integrator and click update layout.

Click Next. The custom attribute will appear under the ‘Optional Fields’ section. Make sure the enabled checkbox is checked and make the placement to ‘Header’ and click ‘Apply’ .



You can open the document and verify that the column is appearing correctly.

8. Make the integrator available from the custom AP responsibility

After the integrator is setup we need to make the integrator available from the responsibility which the user will use and also make sure we can the user can directly go to the viewer option without having to choose the integrator from a list hundreds of other integrators. Run the following query to get some relevant information: SELECT INTEGRATOR_APP_ID || ':' || INTEGRATOR_CODE INTEGRATORS,

APPLICATION_ID || ':' || LAYOUT_CODE LAYOUTS

FROM BNE_LAYOUTS_B

WHERE INTEGRATOR_APP_ID = 20003

ORDER BY 1, 2

Identify your integrator. Step 1: Create function

Function: XXCCVENDORSITEADI

User Function Name

Description Context Dependence Type Maintenance Mode

XXCC Create Vendor Site Entry WebADI Responsibility SSWA servlet function None

Parameters bne:page=BneCreateDoc&bne:integrator=20003:XXCCVEND1_XINTG&bne:layout=20003:XXCCVENDORSITEENTRYLAYOUT

Note the hint

appears on the

header

section



HTML Call BneApplicationService

After the function is created, add the function to the menu and we are all set.

Date post:	31-Jan-2018
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