This feature is for everyone who is trying to create Web ADI documents in Release 12. The documents in R12 are cleaner, more user-friendly and intuitive; they are easier to create and update. Finding them, however, might be a challenge.

The main difference between R11 and 11i was introduction of function security. You either need to figure out which module-specific responsibilities include the Web ADI integrators you want to use, or you need to find out which integrators (functions) need to be associated with the new Desktop Integrator responsibility. Either way, this is not well documented in the Oracle Web ADI User Guide R12; and you have to figure it out by reading product-specific user guides. It took us a couple of hours to find the right Metalink note ([1] 472160.1), in which these changes were described…

The Feature

In R12, the existing responsibility Oracle Web ADI is obsolete! The Create Document function does not work and integrators are missing.

The Solution

Add a new responsibility Desktop Integrator. The Create Document function under this responsibility should work for a handful of seeded integrators. You will need to research the user guides to find out how to include additional integrators.

The seeded integrators included in the new Desktop Integrator responsibility:

• Enterprise Performance Foundation: Hierarchy Integrator
• Enterprise Performance Foundation: Member Integrator
• Financial Consolidation Hub: Intercompany maps
• Financial Consolidation Hub: Dimension Hierarchies
• Financial Consolidation Hub: Value Set Mapping
• General Ledger - Budgets
• General Ledger - Journals
• Intercompany - Single Batch Entry

To include additional integrators, you need to include additional menu functions in the menu assigned to your Desktop Integrator responsibility. Navigate to System Administrator > Application > Menu, and include the following sub-menus in your menu (Desktop Integration Menu if you use Desktop Integrator responsibility. Here are few examples of Projects Integrators:

• For Project Budgets and Forecasts, include Financials: Project: Budgets and Forecasts function. This is documented in Oracle Projects Implementation Guide.
• For Project Expenditures (Transaction Import), include Expenditure Entry Using Microsoft Excel menu. The seeded integrators are also available in the Project Super User responsibility and documented in the Oracle Project Costing User Guide.

I find Oracle’s approach to document setup steps in multiple user guides and make them accessible in multiple responsibilities troubling. It makes implementation workflow very confusing. Along with Web ADI, other examples of this approach include iExpenses, Project Management, Resource Management, or iProcurement…