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Need Help? Submit a ticket to the Aggie Enterprise Help Desk.

Overview

The Oracle Application Development Framework (ADF) Desktop Integration tool is a Microsoft Excel add-in that allows you to view and work with your financial data in the Excel interface. For example, instead of manually entering individual invoices in Aggie Enterprise, you can prepare multiple invoices in an Excel file and upload the data to Aggie Enterprise. An invoice template Excel file is provided for this purpose. This process is also necessary before users can process spreadsheet journals.

This article describes how to install the Oracle ADF Integration tool and download the Invoice Template file.

NOTE:
Future Aggie Enterprise updates (24C), planned for September release, will require Windows users to update .NET Runtime to 4.8.1 on their local Windows OS systems in order to continue using the ADF Desktop Integration Tool. Updating runtime requires elevated system privileges. For this reason, updating .NET Runtime may require help from your IT support team.

.NET Framework 4.8.1

Intended Audience for this Guide

  • UCD Receivables Invoice Entry JR
  • UCD Receivables Adjustments and Write-offs JR
  • UCD General Ledger Journal Entry JR
  • + UCD BI Consumer JR (required to run reports)

Steps

This section describes the following tasks:

Install the Oracle ADF Desktop Integration Tool

Note: You only need to complete this procedure one time for your account, though it will be necessary to upgrade the tool on occasion. 

To install the Oracle ADF Desktop Integration tool:

  1. Log in to Aggie Enterprise.

  2. On the Aggie Enterprise Home page, click Navigator (a), and select Download Desktop Integration (b).

    The excel-add-in-installer file appears in the Download folder on your computer.

    Depending on your computer and security setup, prompts might appear and request your permission to download the file. Follow the instructions to permit the download.

  3. Find and open the .msi file that was downloaded to your computer.

    The ADF Desktop Integration Installer dialog box opens.

  4. Click Next and follow the instructions to install the add-in.

    Depending on your computer and security settings, prompts might appear and request your permission to start the installation. Follow the instructions to permit the installation.

    When the installation is finished, the Installation Complete message displays.

  5. Click Close to exit the installer.

  6. After installation, restart your computer.

Note about upgrading the installer: To upgrade the installer, follow the same installation steps as above. You do not need to uninstall the previous version. It should be noted that when you open an integrated workbook (spreadsheet) and log in to the application, you will not be prompted to upgrade the add-in, even if a new version is available. Aggie Enterprise will leverage Oracle Guided Learning (OGL) messages to alert users when an upgrade is available to install. 

 

Download and Enable the Invoice Template File

After you install the Oracle ADF Desktop Integration tool, you must download and enable (or unblock) the Invoice Template file. The Invoice Template is an Excel file that provides the structure for entering invoice data. The add-in connects the Excel file to Aggie Enterprise so that you can upload the invoice data.

Because Windows blocks downloaded files to prevent you from opening unsafe files, you must unblock the template file so that you can open and use it. 

  1. Download the Invoice Template file (AutoInvoiceImportTemplate.xlsm) to your computer.

  2. Enable (or unblock) the file so that you can open it.

    1. Right-click the AutoInvoiceImportTemplate.xlsm file and choose Properties.

    2. In the Properties dialog box, make sure you are on the General tab, and select Unblock.

    3. Click Apply to save the change.

    4. Click OK to exit the dialog box.

  3. Open the Invoice Template file (AutoInvoiceImportTemplate.xlsm).

  4. Verify that the Oracle ADF Desktop Integration tool is integrated in Excel.

    1. Choose File > More > Options.

    2. In the dialog box that opens, click Add-ins, and verify that Oracle ADF Desktop Integration Add-In for Excel is in the list.

    3. Click OK to close the dialog box and return to the Invoice Template.

To use the template, see Create Invoice from Spreadsheet.

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Revised by Tobi Paton
Last modified 2024-05-01 12:26:30 PM