Some may have already discovered that WebADI Budget Wizard does not work out of the box. In order to get budget functionality in WebADI, one must perform a few additional steps. The steps below should be done on a Oracle Applications 11.5.10.2 instance.
1. First apply patch - 6898666. This patch is available via Metalink. As always, please review the prereqs. If you are patched up to 11.5.10.2, you should be fine.
2. In order to upload budgets with Excel, you will need to create the profile option, "GL: Default Desktop Viewer". You can find more information pertaining to the steps for setting up this profile option in Metalink note 556280.1.
3. When trying to upload a budget for the first time, you may encounter the error: "You do not have permission to access this functionality". This error is normal. It can be corrected by setting the profile option: "BNE Allow No Security Rule" to Yes at the Responsibility level. You can find more information pertaining to this error in Metalink note 559924.1.
With the three steps above you will be uploading budgets via WebADI in no time.
Bonus Tip: How to setup WebADI for multiple sets of books.
1. First create a new responsibility for WebADI, similar to the WebADI responsibility seeded. (Copy the menu name and data group seeded in the responsibilities setup form.)
2. Associate the new responsibility with the SOB via the "GL: Set of Books Name" profile option at the responsibility level.
3. Assign the responsibility to a user.
4. Ask the user to use it!
Sunday, May 24, 2009
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8 comments:
We haven't been able to make Web ADI budget work properly. The budget template downloads hangs or completes after 45 mins with error message. On Client ADI there is a feature to restrict account range but on 11.5.10.2 it is not available (available on R12). Did you encounter this issue? What was your workaround?
We were able to get Budgets working in 11i.10.2. If you followed the points in the article with no success, then I suspect there is something else going on. What is the error you are receiving?
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