Oracle Install Base WebADI Mass Update Feature - How to Use?

With Release 12.1.3 oracle has introduced the functionality for Mass Update of Install Base Item Instances using the desktop Integrator WEBADI tool. Oracle introduced the WebADI batch type with release 12.1.3 by patch 16095785:R12.CSI.B. In order to proceed with using the Mass Update batch type WebADI one has to apply the above patch first.

After the patch is applied check first if all mandatory Install Base setups are in place. The most important would be to set the profile option “Service: Inventory Validation Organization” to a valid organization.

Once the above setups are complete login to Oracle Installed Base Agent User Responsibility (R) -> Item Instances and click on Mass Update as shown below

In the Mass Update windows choose create batch option as WEB ADI and click on GO.

Now provide a unique Batch name for your batch as shown below and in Action there are two operations available:

·         Manage Item Instances:-> Choose this option to create new Item Instances.

·         Search and Manage Item Instances:-> Choose this option to update the existing item instances in the system.

Manage Item Instances

After choosing Manage Item Instances and clicking on Next below screen appears, and now you have to choose the viewer the below options are available. I would recommend clicking on Excel 2007 if you are on a higher version of MS Excel. In this document we will be going with Excel 2007.

Once you click on Next oracle will start downloading an excel file to your local machine choose Open once the below dialogue box opens.

Now as the excel opens click on Enable editing if below message appears.

Next the below message will appear and click on Enable Content.

As you click on Enable Content the below screen appears,

Finally the WebADI gets downloaded as shown below with the configuration message click on close and now your webADI is ready for mass creation.

In case you are having trouble with the download and excel open’s up with below error the please refer to my previous article on this blog as how to resolve this error.

Now we can start entering data to this sheet the first column Upl is a flag column which automatically gets marked as you enter data in the particular row. The columns named as LOV are validating the data against the Oracle DB in real time and you can use the same to search the required data like as shown below for Organization LOV.

As you are done with entering the data you can use the below menu to upload the data to oracle.

Once you click on Upload below message appears now select Rows to Upload as Flagged Rows and only select All Rows if you want to upload all rows which are available in excel sheet. Please take care when you are selecting All Rows there should be no blank rows in the sheet else your upload process will error. Keep both the check boxes checked to validate the data before upload and to Automatically submit Import program. Click on Upload

The below message appears if the upload is successful. With the request number generated here you can query the concurrent request by navigating to the form based application and check if the instance were uploaded successfully or not. The Output file shows the report for success and failure with new generated instance numbers.  Shown below is a sample output as well.

If the upload message says error or invalid then you can navigate towards the last column of the sheet with column Header as Messages and you can find the error message. Below this appears as green because the batch was uploaded successfully.

Search and Manage Item Instances

If one tries to use Search and Manage Item Instances option the below search window is available to search the existing item instances and once clicked on Export the WebADI is downloaded to local machine and one can perform the updates in the same fashion as explained above.

Key Features

• Single user interface to search and manage one or more item instances in a single window
• Allows creation of one or more Item Instances
• Enables splitting of item instance quantity on update
• Enables create / update of contract associations on item instances
• Provides feasibility to add Batch note to uploaded instances (both updated and created instances)
• Supports DFF attribute values and pricing attribute associations
• Allows view, mass update, mass corrections and reload of item instances and configurations
• Validates fields in Mass Update UI; Leverage the full power of Excel
• Faster Data Upload and Re-upload

Limitation

1. Item Instance Party-Contacts Association can be displayed only at top level. ie. Only one level of association is only possible with Webadi excel.
2. Bill To and Ship to Association can be only added and no update is possible on these associations.
3. Contracts covered at the product level alone would be displayed in the excel.
4. There will be no contract impact on Item Instance owner change.
5. Operational Status code will be defaulted to 'NOT_USED' and that is the only supported code through Webadi-Ib Mass Update.
6. Inventory owned instance cannot be updated as there is a limitation on the location details displayed. Since the user will not be able to fetch the values for location as location type code inventory is not present, subinventory details are not present it will throw error saying location details are mandatory.