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

Intended Audience for this Guide

UCD Receivables Invoice Entry JR

UCD Receivables Adjustments and Write-offs JR

+ UCD BI Consumer JR (required to run reports)

Steps

This section describes the following tasks:

• Install the Oracle ADF Desktop Integration Tool

• Download and Enable the Invoice Template File

Note: You only need to complete this procedure one time for your account.

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-addin-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. Double-click the .msi file.

   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.

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 Orarcle 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.