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Tailoring Your Invoices with Oracle’s Bill Presentment Architecture March 7, 2005

Tailoring Your Invoices with Oracle’s Bill Presentment Architecture March 7, 2005. Today’s Agenda. Bill Presentment Overview Demo. Key Features. Data Retrieval Template Management Interactive Preview External Template Upload Template Assignment Invoice Batch Printing

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Tailoring Your Invoices with Oracle’s Bill Presentment Architecture March 7, 2005

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  1. Tailoring Your Invoices with Oracle’s Bill Presentment ArchitectureMarch 7, 2005

  2. Today’s Agenda • Bill Presentment Overview • Demo

  3. Key Features • Data Retrieval • Template Management • Interactive Preview • External Template Upload • Template Assignment • Invoice Batch Printing • Drilldown Capability • Supports Multiple Languages

  4. Data Retrieval Description Allows you to incorporate billing information from any source, not just Oracle Receivables • Register Oracle applications and third-party data sources and their corresponding database views and content items • Support Oracle Receivables transaction flexfields • Retrieve billing data from multiple data sources at runtime • Pre-defined data sources include Oracle Receivables, Oracle Service Contracts, and Oracle Order Management

  5. Template Management • Provides extensive abilities & flexibility to design a bill that best suits your customer • Create and manage multiple billing templates • Configure bill content and layout • Print summary lines with or without child lines • Display itemized and summarized tax information • Display custom images & messages • Associate hyperlinks to content items • Specify page setup for printed bills • Select flexible header and footer format for printed bills

  6. Applications Version Requirements • Must be on at least 11.5.9 • BPA was not backported • Invoice batch printing was released in mini-pack 11i.BPA.B, • Pre-requisites for BPA.B include the 11.5.10 release of XML Publisher (XDO.H) as well as the 11.5.10 release of OA Framework (OA 5.10K).

  7. Invoice Batch Printing • New concurrent program • Invoice Print BPA Master Program • Launches one or more child programs depending on the number of invoices requested for printing. • Each child program generates one PDF file for each group of invoices and stores it as the output file of the concurrent program. • To determine the number of child programs required, BPA divides the number of transactions by 500 to create groups of invoices. • For example, if there are 1000 transactions to print, BPA launches two child programs, each with an output file of 500 invoices. If there are 1001 transactions, the master program will launch three child programs, but will balance the number of transactions in each group. Two programs will print 333 invoices, and the third will print 334 invoices.

  8. B.P.A - Additional Details

  9. Data Retrieval How to Set Up this Feature • Required step if Oracle Service Contracts is enabled as supplementary data source: • Set INTERFACE_LINE_ATTRIBUTE1 (Contract Number) as an Autoinvoice optional grouping rule attribute in Oracle Receivables • Login with “Bill Presentment Super User” responsibility • Navigate to “Configuration” tab

  10. Data Retrieval - How to Use this Feature

  11. Data Retrieval - Register Data Source

  12. Data Retrieval - Synchronize Flexfields

  13. Data Retrieval - Register View & Select Content Items

  14. Data Retrieval - Enable Data Source

  15. Template Management - How to Set Up this Feature • Login with “Bill Presentment Super User” or “Bill Presentment User” responsibility • Navigate to “Template Management” tab

  16. Template Management - How to Use this Feature

  17. Template Management - Enter General Information

  18. Template Management - Design Primary Page

  19. Template Management - Select Content and Layout

  20. Template Management - Update Properties

  21. Template Management - Move Content

  22. Template Management - Split Content Areas

  23. Template Management - Design Details Page

  24. Template Management - Specify Print Setup

  25. Template Management - Preview Template

  26. Template Management - Content Items

  27. Template Management - Create Content Item

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