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Best Implementation Practices With Oracle Business Intelligence Publisher

The document discusses best practices for implementing Oracle Business Intelligence Publisher (BIP). It provides an overview of BIP and describes key best practices such as getting to the latest BIP version, understanding Oracle's published best practices, utilizing the correct tools, understanding what BIP can do in different applications, understanding delivery options, troubleshooting, and knowing when and where to ask for help. It also describes implementing BIP on Oracle E-Business Suite 11.5.10, including converting custom reports to BIP, applying conversion steps, and highlights related to credit-to-cash, record-to-report, and procure-to-pay modules.

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vijayshankarbm
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© © All Rights Reserved
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0% found this document useful (0 votes)
595 views106 pages

Best Implementation Practices With Oracle Business Intelligence Publisher

The document discusses best practices for implementing Oracle Business Intelligence Publisher (BIP). It provides an overview of BIP and describes key best practices such as getting to the latest BIP version, understanding Oracle's published best practices, utilizing the correct tools, understanding what BIP can do in different applications, understanding delivery options, troubleshooting, and knowing when and where to ask for help. It also describes implementing BIP on Oracle E-Business Suite 11.5.10, including converting custom reports to BIP, applying conversion steps, and highlights related to credit-to-cash, record-to-report, and procure-to-pay modules.

Uploaded by

vijayshankarbm
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
You are on page 1/ 106

Best Implementation Practices with

Oracle Business Intelligence Publisher

Mohan Dutt Brent Lowe


VeriSign Inc. STR Software
About The Presenter: Brent Lowe

• Business Intelligence Publisher (BIP) Expert


• Manager, Product Development at STR Software
• Author of popular BIP Blog – The Lowe Down
• Blog URL: http://www.thelowedownblog.com
• Brent’s Other Presentations:
 Tuesday, Sep 21, 12:30p Moscone West L2, Room 2011 – Many Faces
of Oracle Business Intelligence Publisher in Oracle E-Business Suite
(S319051)
 Wednesday, Sep 22, 11:30a Moscone West L3, Room 3006 – Data
Exchange Between Oracle E-Business Suite and Other Systems: The
Easy Way (S319050)

2
About The Presenter: Mohan Dutt

• Business Intelligence Publisher (BIP) User


• Manager, Business Systems at VeriSign Inc
• Author of popular Oracle Certification Blog
• Blog URL: http://ebizocp.blogspot.com
• Mohan’s Other Presentations:
 Monday, Sep 20, 12:30p Westin Market Street Hotel, Metropolitan II –
Top 10 Recipes from Oracle E-Business Suite Release 12 Financials
Cookbook (S316415)
 Thursday, Sep 23, 12:00p Moscone West L2, Room 2016 – Ten Steps
to Success: Your Oracle Certification Advisor (S313368)

3
Agenda

• Business Intelligence Publisher Overview


• Tips and Best Practices
• Implementation Case Study
– Oracle E-Business Suite Credit-to-Cash modules
– Oracle E-Business Suite Record-to-Report modules
– Oracle E-Business Suite Procure-to-Pay modules

• Business Intelligence Publisher Benefits


• Q&A

4
Typical Scenario: Multiple Reporting Environments

• Multiple
Reporting
Solutions Invoices Checks

• High TCO Invoice Check Print


Server Server
• Dependent of IT
resources for
Label Report
modification or
Manager Formatter
maintenance Labels

Delivery Reports
Payment
Server
Server

Destinations
EFT/EDI

5
Business Intelligence Publisher – Single Solution

• Use BI Publisher
For:
– Authoring
Checks
– Managing Invoices
– Delivering

• Meet Business
Labels Reports
Requirements
• Remove Complexity
• Reduce TCO
Destinations XML / EFT / EDI

6
Business Intelligence Publisher

• Separation of the presentation of the report from its data structure


• Collection of the data is still handled by your concurrent request
• At runtime BI Publisher merges designed template files with the report data
• Creates published output documents

7
Business Intelligence Publisher Overview

PDF

Oracle 10g, HTML Email


Oracle BI EE,
Oracle BI Apps Excel
SQL Server XSL
Power
Point Printer
Layout Templates
E-Business Flash
Suite,
PeopleSoft, BI Publisher RTF Fax
Siebel, JDE
CSV

• Word • Excel XML


Repository
OLAP
• Acrobat • Flex
• JDev • Others EDI

EFT e-Commerce
Web Services

Data Sources Layout Tools Output Formats Destinations

8
Best Implementation Practice

Get to the Latest Version of BIP for


EBS

9
Get to the Latest Version of BIP for EBS

10
Get to the Latest Version of BIP for EBS

BI Publisher == XML Publisher

For EBS: 5.6.3

Running 11i -> MOS 422508.1 – About Oracle XMLP Release 5.6.3
Running R12 -> Congrats, you already have 5.6.3!

11
Get to the Latest Version of BIP for EBS

Patch 5.6.3!

MOS 1138602.1 – Overview of Available Patches for Oracle XML


Publisher (embedded in Oracle E-Business Suite)

Some Individual Patches are available


Patch Sets are rolled into ATG Family Packs.

12
BI Publisher Releases

• Release 11.5.10
– XML Publisher 5.0
• Post Release 11.5.10
– XML Publisher 5.5
 Performance, Translation, Template Builder,
Common Regions
– XML Publisher 5.6
 Administration UI, Data Engine, Book Binder

• Release 12
– BI Publisher 5.6.3
 Runtime Optimization, Enhancements

• In 11i --500 templates


• R12.1 --ALL reports are BI Publisher: 2724 templates and 2092 data
sources or data templates across 95 products
• Oracle Reports to Publisher Conversion Assistant

13
Best Implementation Practice

Know Oracle’s Published Best


Practices

14
Know Oracle’s Published Best Practices

http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
15
Know Oracle’s Published Best Practices

• Covers:
– Large data set strategies
– XML structures
– Lots of great template tips for performance, consistency, formatting.

16
Best Implementation Practice

Utilize the Correct Tools for your


version of BIP

17
Utilize the Correct Tools

• BI Publisher Desktop
Latest version is 10.1.3.4.1
Use the version built with the same libraries as 5.6.3 -> 10.1.3.2

Patch 5887917

• BI Publisher Toolbox
http://bipublisher.blogspot.com/
Bursting Designer
Delivery Designer
Report Conversion

18
Best Implementation Practice

Know what BIP is Capable of Within


Different Applications

19
Know what BIP is Capable of Within Different Applications

All applications do not follow ATG’s lead.

• Advanced Collections
• Payables
• Purchasing

Session: Many Faces of BI Publisher in EBS (S319051)


Tuesday 12:30 – 1:30 – Moscone West 2011

20
Best Implementation Practice

Understand Your Delivery Options

21
Understand Your Delivery Options

• Delivery Manager exposed via 4 methods:


– Bursting Control Files
– 12.1 RUP3
– Individual applications doing their own thing
– Java APIs

22
Delivery Options – Bursting Control Files

Email

Fax

Printer

23
Delivery Options – 12.1 RUP3

24
Delivery Options 12.1 RUP3

25
Delivery Options – Individual Apps

Example: Advanced Collections

26
Delivery Options – Java APIs
• Java based APIs available to deliver via:
Fax
Email
Print
FTP
WebDAV
HTTP

• Requirements:
– Java Developer
– Document to deliver
– Recipient information

27
Delivery Options - Functionality
• Email
– Utilizes standard SMTP protocol
– Set To, CC, BCC, Subject, Attachment Name, Email Message Body, From
information.
– 1 Attachment (the BIP data file)

• Fax
– Utilizes IPP to communicate with 3rd party software/hardware to transmit data.
– Set Fax Number only

• Print
– Utilizes IPP/CUPS to communicate with Printers
– Ensure that printers can handle output data or ‘filter’ first.

28
Delivery Options - Status

What happened to my document?


Email – Rely on bouncebacks
Fax – After handoff, it’s anyone’s guess
Print – On the printer!

29
Best Implementation Practice

Understand How To Troubleshoot

30
Understand How to Troubleshoot

1. Output Post Processor Log Files


2. xdodebug.cfg -> $AF_JRE_TOP/lib
LogLevel=STATEMENT
LogDir=<Directory>

xdo.log (main log file)


xdo_...xml (Especially helpful when bursting)
xdo_...out (output file)
xdo_...xsl (XSL-FO version of RTF)
xdo_...fo (temp file created when converting RTF to XSL-FO)

31
Best Implementation Practice

Know When To Ask For Help and How


and Where To Ask For It

32
Know When/How/Where to Ask For Help!

33
Help! - Documentation

• Documentation!

34
Help! - Debugging

• Turn on debugging
• Review the logs

35
Help! Oracle Forums

http://forums.oracle.com/forums/forum.jspa?forumID=245

How to Get Help on Forums:


a. Search First, Ask Second
b. Be someone (not user8840234)
c. Be Specific
d. Reward others for their assistance
e. It is better to give than receive

36
Help! – Oracle Community

• Oracle E-Business Suite -> BI Publisher

Forums
Community Contributed Resource Documents
examples: Troubleshooting Oracle XML Publisher
How To Install a Font Using XMLP Admin

37
Help! – My Oracle Support

Open an official SR

38
Best Practices
• Get to the Latest Version of BIP for EBS

• Know Oracle’s Published Best Practices

• Utilize the Correct Tools for your version of BIP

• Know what BIP is Capable of Within Different Applications

• Understand Your Delivery Options

• Understand How To Troubleshoot

• Know When To Ask For Help and How and Where to Ask For it

39
Implementation Case Study

• Implemented on Oracle E-Business Suite 11.5.10


• Converted Custom Reports to Business Intelligence Publisher
• Walk through of Conversion Steps
• Implementation Highlights:
– Oracle E-Business Suite Credit-to-Cash modules
– Oracle E-Business Suite Record-to-Report modules
– Oracle E-Business Suite Procure-to-Pay modules

40
Prepare Environment

• Prepare you environment by reviewing BI Publisher patches required

• Apply patches as required

• Provide BI Publisher Administrator

• Get desktop installation of BI Publisher

• BI Publisher Toolbar should be available in MS Word after Installation

41
Step 1: Convert the RDF report into XML format

• Convert the RDF Report into XML format using rwconverter utility
• This utility is available with Report 9i or later

XX_TRX_PRINT.xml
XX_TRX_PRINT.RD
F

rwconverter batch=yes source=c:\XX_TRX_PRINT.rdf dest=c:\


XX_TRX_PRINT.xml dtype=xmlfile overwrite=yes

42
Step 2: Create RTF Template

• Option 1 – RDF Layout Migration

– Use RTFTemplateGenerator utility to generate layout template from


RDF Layout

java.exe oracle.apps.xdo.rdfparser.RTFTemplateGenerator XXXX_TRX_PRINT.xml

RTF generated by
RTFTemplateGenerator

• Option 2 – Create RTF file using Template Builder

43
Create RTF Template – Template Builder

• New Cross Tab Wizard


– Multiple Levels
– Totals

• Enhanced Chart Dialog


– Multiple Line Charts
– 3D Charts with Gradients
– Color Schemas
– Real Preview

• New Table Wizard


• Translation Support
– Generate XLIFF file
– Test Translations

• Template Validation

44
Create RTF Template

• Generate Sample XML


Data

– Set Output Format to


XML for current RDF
Concurrent Program.

– Execute the concurrent


program and save XML
Data Output File

Sample XML Output

45
Create RTF Template

• Insert XML field in the template


– Insert Menu -> Field option
• All the headers and summary
level details can be inserted
using this feature

46
Create RTF Template

• Insert Table –
– Insert Menu ->
Table / Form ->
Select Wizard option.

– All the line level


details can be
inserted using this
feature

47
Create RTF Template

• Loop –
– <?for-each:G_LINE?>
loop through all lines

• Conditional Formatting
– display lines with
LINE_TYPE=‘LINE’
– RDF Format Trigger
logic can be
implemented like this

• Last Page Only Tag


<?start@last-page:body?><?end body?>
– Anything after the last page
only tag is displayed at the
end of the document

48
Create RTF Template

• Preview output

RTF Template

Preview PDF

49
Step 3: Create Data Template

• Use DataTemplateGenerator Utility to generate Data Template

java.exe oracle.apps.xdo.rdfparser.DataTemplateGenerator XX_TRX_PRINT.xml

• DataTemplateGenerator creates:
– Data Template (XX_TRX_PRINT_template.xml)
– PLS files for Report PLSQL code:
 PL/SQL package specification (XX_TRX_PRINTS.pls)
 PL/SQL package body (XX_TRX_PRINTB.pls)

Package Package Body


Data Template
Specification

50
Create Data Template

• Data Extraction Engine

– Fast, scalable extraction engine

– Integrated into concurrent manager

– Offers all that Oracle Reports offers plus 30-40% faster

– Multiple queries + joins

– Event triggers

– Flexfield support

– Data Structure

51
Create Data Template

• Data Template consists of


– <parameters>section in which
parameters are declared in child
<parameter> elements;

– <dataQuery> section in which


the SQL queries are defined in
child <sqlStatement> elements;

– <dataTrigger> section in which


PLSQL function are defined
which are fired when the event
occurs

– <dataStructure> section in which


the output XML structure is
defined

52
Step 4: Execute PLSQL code generated

• Execute the .pls files in the database


• Review the code before executing the .pls files
– One may need to change the code
– RDF Format triggers are not supported by the utility. Format trigger logic
must be implemented separately.

53
Step 5: Register new Concurrent Program
• Set the concurrent program output format to XML.
• Attach executable XDODTEXE to the concurrent program

54
Step 6: Register Data Definition

55
Register Data Definition

• Upload Data Template generated in Step 3 to Data Definition

56
Step 7: Register Layout Template

57
Step 8: Create Bursting Control File

• This is required to e-mail files or delivering reports directly to the


printer

• Bursting Engine
Features
– Burst individual EDI
Control HTML
documents from a Batch
File
Data
batch
PDF
– Dynamic generation XML
Publisher
based on data
PDF
– Deliver in desired layout XML
and output format
– Deliver down desired
Templates
delivery channel
– Integrated into
concurrent processing

58
Create Bursting Control File

• Accepts a data
stream and splits it
based on multiple
criteria
• Generates output
based on a template
• Delivers the
individual
documents through
the delivery channel
of choice (Email,
Fax, Printer, File
system, FTP)

Bursting Control File

59
Step 9: Upload Bursting Control File to Data Definition

60
Step 10: Program Call to Bursting Engine

• Add code in After Report trigger to call Bursting Engine for delivery of reports

• This submits ‘XML Publisher Report Bursting Program’ program which splits current program’s XML output, generates
documents and delivers them to destination mentioned in Bursting Control File

61
BI Publisher Setup Summary

IT/MIS-DEV SETUPS USER PROCESS

Create Data and Layout


Template Files

Choose concurrent Submit


Load files and program via Request
Metadata to SRS forms
Template Manager

Define concurrent Select parameter Output document


Program using the values Generated
data engine executable

Add concurrent Select layout template


Program to Language and Output document
Request Group output format Printed or Viewed

Automated process

62
BI Publisher Setup Summary

• Create Data Template

• Create Layout Template

• Register data and template definition metadata and load data


template and layout template

• Define concurrent program

• Add concurrent program to request group

63
BI Publisher User Steps

• User selects the report from a list


• User enters parameter values
• User can select a template, language and output format and submit
the report
• User can view the final output via the Monitor Requests form

64
BI Publisher User Steps

• User selects the report

65
BI Publisher User Steps

• User Selects Template

• User can select a


different template
from the LOV
• Then a different
language if
available
• Then an output
format

66
BI Publisher User Steps

• User can view the final output

67
CTC Implementation
Invoice Print Programs

• Invoice Print Programs converted from Optio to


BI Publisher Reports
• Notifications converted are:
– Standard Invoice Prints
– Dunning Letters
– Credit Card Notifications (Charge/ Decline/ Refund)

69
Invoice Print Program Changes

• OPTIO implementation had different RDFs created to


support different layouts
– XXVS_OPTIO_R_RAXINV.rdf
– XXVS_OPTIO_R_RAXINV_GEO.rdf
– XXVS_OPTIO_R_RAXINV_VIP_RETAIL.rdf
– PLSQL Code for VIP Invoices to send emails without
attachment
• In XML Publisher Impleementation only one RDF -
XXVS_RAXINV.rdf
– All RDFs merged into One. Easy maintanance.
– No separate PLSQL Code for sending emails without
attachment – This is handled through a Setup
– Data Generation is handled by single RDF, different layouts
are handled through RTF templates.

70
Setup Changes

• Two new segments at Trx Type DFF level:


– XML Template – value of the XML Publisher Template used for
generating Invoice PDF file
– Attachment (Yes/No) –
 Yes = Send Invoice PDF file / No = Only send email

71
Setup Changes

• XML Template / Attachment DFF at Trx Type


 For existing Trx Types, XML Template and Attachment DFF fields updated
through a Datafix
 Any new Trx Type created after Go-Live, BSA must enter appropriate
values for these fields

• Print Program name at Trx Type DFF


 New XML Print program name updated through a Datafix

• Dunning Program name in XXVS_AR_DUNNING_PRINT_PROG


 New XML Print program name updated through a Datafix

72
VeriSign Bursting Engine

• Common Program used across different modules (AR/ OM/ AP) to


deliver emails / print documents
 Program was first created for AR documents.
 Design flexibility allows program to be used by any module
 uses the XML output from Print Program and based on the XML Template
prints/emails the Invoice PDFs.
 Creates a zip file which stores all the PDF files generated
 Creates a record in Collections Workbench Correspondence tab for Credit
Card and Dunning related notifications
 Completes in warning if there is any failure while delivering any invoice
 Generates report showing the success/fail status for each invoice delivery

Status Report
 In case of failure, can deliver notification to email address setup in
XXVS_BURSTING_CONTROL_FILES valueset

Error Notification

73
Printer Issues
• PDF files generated from BI Publisher do not print on some printers
– raw PDF files generated by BI Publisher are not supported by some printers

– Metalink Note - 338990.1 explains how third party software can be used to convert
PDF files into PS format before sending them to printers.

– Create Filter for PDFTOPS utitlity in xdodelivery.cfg file and place it under
$XDO_TOP/resource directory

– PDF Documents would be automatically converted to PS format before sending


them to printers

74
Printer Issues
• CUPS Issues
– Connection Timeout:
 Log file shows “oracle.apps.xdo.delivery.DeliveryException: Connection
timed out while waiting response from server”.
 Change CUPS configuration - /etc/cups/cupsd.conf
- Increase the value of
• MaxClients (controls the maximum number of simultaneous clients
that will be handled ) and
• TimeOut (timeout before requests time out)

– Connection Reset:
 Log file shows “java.net.SocketException: Connection reset at
java.net.SocketOutputStream.socketWrite”
 CUPS log file shows message
E [25/May/2009:03:18:01 -0700] ReadClient() 8 IPP Read Error!
 Verify CUPS setup
 Upgrade it to latest CUPS version

75
Printer Issues

• Large Batches take long time to Print

– Bursting Engine sends one document to printer at a time. Printer will


take time to initialize for each document, buffer it and then finally print it.

– Is there a way to send ONE big print-job to the printer?


 Answer is Yes, but involves customization
- Step 1 : Use DocumentProcessor API, generate individual PDF files on
filesystem.

- Step 2 : Use PDFDocMerger API to merge PDF files in single PDF file.

- Step 3 : If the printer supports PDF format, send merged PDF file to
Printer. Else convert the PDF file into PS/ PCL format before sending to
printer.

76
RTR Implementation
11i Environment Setup

• Patches Applied
– Patch #: 5713082 – The FSG patch has been applied to make the SRS
program "Program - Publish FSG Report" compatible with XML Publisher
versions 4.5, 5.0, 5.5, 5.6.0, 5.6.1, 5.6.3
– Patch#: 6332655 - This patch delivers Full Scale FSG functionality for Release
11i customers. Following are the few fixes delivered in the patch.
 correct report ordering for Multiple Report Sets
 correct processing for Spreadsheet/TabDelimited with Display Set
 correct print styles for reprint

• Report output in Excel


– Inserted a new mime type for the file format XLS for both US
and JA to open the report in Excel if the Format Type is
chosen as Excel.

78
RTR – Development/Migration Procedure

• Financial Statement Generator (FSG) Report to XML Publisher


– Oracle General Ledger’s FSG is a powerful report-building tool that
allows you to build your own custom reports without programming.
– Integrating FSG with XML Publisher allows you to use the convenient
formatting features of a word processing application to design template
layouts for FSG reports.
– Among the different report formatting options, you can change font
characteristics, add graphical images, insert headers or footers, work
with an unlimited number of columns, and reorder columns.

79
RTR – Development/Migration Procedure (Continued…)

Generate XML Data

• Log into Apps with “VS


US GL POWERUSER”
Responsibility

• Navigate to > Reports >


Request > Financial and
submit any one of the
FSG report by selecting
“XML” as Output Option.
Continued…

80
RTR – Development/Migration Procedure (Continued…)

• Query for the Request ID


in the Requests Screen
and save the XML Output
to a location on your local
machine.

Continued…

81
RTR – Development/Migration Procedure (Continued…)

• Using the MS Word RTF Template Creation


Template Builder Plug
in, load the XML Data
File by clicking on the
Data button and
selecting “Load XML
Data” and selecting
the xml file that you
saved earlier.

Continued…

82
RTR – Development/Migration Procedure (Continued…)

• To insert a table in the


report you can use the
Table Wizard or
Table/Form.

83
RTR – Development/Migration Procedure (Continued…)

• To insert a field in the


report use the menu:
Insert > Field
• Now you can select a
field and double-click it
or drag it to the place
in the report. Before
you can preview the
report you have to
save the file as a RTF-
file.

84
RTR – Development/Migration Procedure (Continued…)

• Test the RTF template by


using the Preview
functionality in the
Template Builder plug-in.
• For a good preview on
how to create XMLP
Templates please refer
the attached document.

XMLPTemplatesByE
xample.doc

85
Troubleshooting Oracle XML Publisher For The Oracle E-Business
Suite

• Debug files are generated depending on how the XML Publisher


Core engine is invoked
– One step publishing method:
 The Concurrent Request ends with Phase 'Completed' and Status 'Warning'
which indicates that the Output Post Processor (OPP) failed to generate an
output file.

 In such cases the request log file shows a generic error message indicating
the the post-processing action has failed:

Continued…

86
Troubleshooting Oracle XML Publisher For The Oracle E-Business
Suite (Continued…)
 The actual error returned by the XML Publisher Core engine is captured in
the OPP log file. Following are the steps to open the OPP log file:
- Login to the application
- Responsibility: System Administrator
- Function: Concurrent --> Manager --> Administer
- Select the Output Post Processor
- Click on the Processes button
- Select the Concurrent Process which was active during the time that
the request ran
- Click on the Manager Log button to open the Output Post Processor log
file

Continued…

87
Troubleshooting Oracle XML Publisher For The Oracle E-Business
Suite (Continued…)

Continued…

88
Troubleshooting Oracle XML Publisher For The Oracle E-Business
Suite (Continued…)

• Search for the Request ID in the OPP Log for the actual error
message. The error message shows that the XML file generated
had some special characters due to which the program has failed.

89
Troubleshooting Oracle XML Publisher For The Oracle E-Business
Suite (Continued…)
• In case of the following error message in the Concurrent Program Log file
follow the steps below to fix the issue.

• Under System Administrator responsibility.


• Navigate to: Concurrent/Manager/Administer
• Select 'Output Post Processor'
• Click Refresh, the "Actual" and "Target" against the “Output Post Processor”
should show "1“ as shown in the screen shot below if not Click on Restart
button to restart the process.

Continued…

Note: If the issue is not fixed even after restarting the process
then the Concurent Manager needs to be bounced.

90
Troubleshooting Oracle XML Publisher For The Oracle E-Business
Suite (Continued…)

91
PTP Implementation
PTP XML Conversions

• Scope
– Purchasing Objects
– Payables Objects
– Reporting Objects

• Timeline
– Initiative Began in Summer of 2009
– Purchasing Objects Converted before 2009 Year End
– Payables Objects Converted in 2010
 ACH Remittance
 Check Printing
– Reporting Objects Converted on an Ad Hoc Basis

93
Purchasing Objects Conversion

• Scope
– PO PDF Document
– PO Email Capability
• Benefits
– Automated Attachments Inclusion
 PO Header Level Attachments Automatically Included in PO Email
 Attachments from Most Recently Updated PO Line Automatically Included in PO
Email
– Email Body Configuration
 PO Email Body Fully Configurable via FND Message
– Automated PO Attachment of PO PDF
 Seeded “View Document” Function Now Utilized to See PO PDF
– Font Color Now Allowed
– Optio Technology No Longer Needed
• Development Issues
– Multiple Patches Required to be Applied
– Attachments Inclusion Initially Picked Up Non-Related Attachments
 Attachment ID Match Across Attachments Type

94
Payables Objects Conversion – ACH Remittances

• Scope
– ACH Remittance PDF
• Benefits
– Error Reporting
 ACH Remittance Program Now Produces PDF Output File with
Failed Records and Detail
- Prior Process Required AP Review Rejected Emails to
Shared Public Folder
– Single Reprocess Capability
 AP Now Has the Ability to Send Individual ACH Remittances
Based on Error Report and Reprocess Needs
– Optio Technology No Longer Needed
• Development Issues
– Initial ACH Remittance Error Report Had Insufficient Detail

95
Payables Objects Conversion – Checks

• Scope
– AP Physical Checks
• Benefits
– Ability to Save PDF File of All Checks Printed
– Check Font Stored on the Server
 No Longer Required to Ask MIS OPS to Resend Check Font to Local Printers Upon Printer Reboot
– Ability to Print Anywhere
 PDF File is Saved Locally and Printed
– Optio Technology No Longer Needed
• Development Issues
– DEV Team Does Not Have Access to Physical Printers
 Output Differs Across Printers
– DEV Team Does Not Have Actual Check Paper
– Wrapping Lines in the Check Caused Check Layout to Shift
– Font Issues
– Number of Invoices Continuing on Multiple Pages
 Only One Actual Check Can Output

96
Reporting Objects Conversion

• Scope
– Existing Oracle Reports Converted as Requested
 No Overall Initiative Yet Begun to Review the Set of Reports
– Completed
 Suppliers Report
– In Process
 Posted Invoice Register
• Benefits
– Increased Configuration Capabilities via XML Publisher Administrator
– Report File Type Output Options to the Requestor
• Development Issues
– Layout Challenge from Existing Presentation
 Not Always a Straight Forward Mirror Conversion Option
– Oracle Patch Still Required for Proper XML Report Request Default
File Type Output Option

97
Check Printing: Additional XML Setups

• Create Font File


• Create Font Mappings
• Site Level Configurations
• Setup MICR Font on Application Server

98
R12 BI Publisher Features
• Data Extraction Engine
• Bursting Engine
• Consolidated Document Publishing
• Template Enhancements
– RTF Templates
– Template Builder
• Delivery Manager
• Template Manager
– Translation Manager
– Configuration Manager
– Font Manager
• Integration
– OA Framework Report Viewer
– Single Step Reporting
• Performance
– Reduced processing time, memory footprint and temporary file space

99
BI Publisher Benefits

• Reduce development and maintenance costs

• Consolidate reporting solutions

• Consolidate data sources

• Functional users build and customize layouts

• In-house printing and delivery now achievable

• Increase developer productivity

100
BI Publisher Benefits

• Reduce reporting tool training requirements

• Faster report creation

• Improve performance

• Faster data extraction

• Fewer database hits

• Layout level formatting

101
Business Intelligence Publisher Blogs
• Tim Dexter/BIP Official Blog: http://blogs.oracle.com/xmlpublisher

• A BI Publisher developer’s diary: http://blogs.oracle.com/BIDeveloper/

• Oracle BI Publisher Consulting: http://bipconsulting.blogspot.com/

• BI Publisher Blog - Ike Wiggins: http://bipublisher.blogspot.com/

• In Depth Apps - eBusiness Suite - Gareth Roberts: http://


garethroberts.blogspot.com/

• The Lowe Down – http://www.thelowedownblog.com

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Contact Information:
Brent Lowe
STR Software
[email protected]
www.thelowedownblog.com
www.strsoftware.com

103
Contact Information:
Mohan Dutt
VeriSign Inc
[email protected]
www.ebizocp.blogspot.com

104
Thanks to Oracle Mix Voters

Many thanks to voters on Oracle Mix for


voting for this presentation on ‘Suggest A
Session’ contest

Session Survey: S319049

105
Q&A

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