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CREATING CUSTOM BILLS USING XML PUBLISHER

CREATING CUSTOM BILLS USING XML PUBLISHER. Session # PSFT-101280 Date: July 25 th , 2013. University of Central Florida Established in 1963 as Florida Technological University. Second largest public university campus in the US About 60,000 students. 12 colleges – 10 regional campuses

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CREATING CUSTOM BILLS USING XML PUBLISHER

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  1. CREATING CUSTOM BILLS USING XML PUBLISHER Session # PSFT-101280 Date: July 25th, 2013

  2. University of Central Florida Established in 1963 as Florida Technological University Second largest public university campus in the US About 60,000 students 12 colleges – 10 regional campuses Over 10,500 faculty & staff • $128.9 million external research funding • Anchoring a new • medical city

  3. Agenda • Introduction • Overview of XML Publisher • Getting Started with XML Publisher • Steps to Create a Custom Invoice Form • UCF Invoices • RTF XSL code • Questions

  4. Presenter • Varsha Das, University of Central Florida • Higher Education (16 yrs), Consulting and Training • Systems Analysis & Programming Manager • 14 years PS implementation, Technical Development, Upgrade • Member, Quest PeopleToolsProduct Advisory group (Quest PT-PAG) • HEUG General Ledger product advisory group (HEUG GL-PAG 7 yrs) • GL-PAG liaison to Student Financials PAG (HEUG SF-PAG 3 yrs) • OAUG Fusion Council Steering Committee

  5. UCF Current Applications and PeopleTools

  6. Current UCF ERP Projects

  7. Overview of XML Publisher

  8. XML Publisher - Leverage common productivity Tools - Multi-output format - Feature-rich report - Focus on report layout, not data extraction - Deliver feature rich reports, charts, analytics - Provide multiple formats (PDF, RTF, Excel, HTML), translations • - Focus on Data Extraction, rather than layout • - Develop once, use many • Manage Security • reduce report maintenance • IT resources freed up to focus on data extraction

  9. XML Publisher – Tools levels • 8.48/8.49 -PS Query, Rowset, XML-File & XML Doc • 8.50 -PS Query, Connected Query, XML File

  10. Getting Started with XML Publisher

  11. Getting Started: Step 1 - Add-in for Word • STEP 1: Add-in for Word • Download the XML Publisher Toolbar • Login to PeopleSoft • Navigate: Home> Reporting Tools> XML Publisher> Setup> Design Helper

  12. Getting Started: Step 1 (contd.) • Save .ZIP file

  13. Getting Started: Step 1 (contd.) • Unzip the file “xmlp_desktop.zip” • Navigate to folder XMLP_DESKTOP. In this folder, select “BIPublisherDesktop.exe” • Installs the XML Toolbar in Microsoft Word

  14. Getting Started: Step 2 - Set Up Report Categories • Set Up Report Categories • Navigate: Home> Reporting Tools> XML Publisher> Setup> Report Category

  15. Getting Started: Step 3 - Assigning XMLP Permissions to Users • Level 1: XMLP Report User (Example PTPT1000) • Level 2: XMLP Power User (Example PTPT2500) • Level 3: XMLP report developer (Example PTPT2600)

  16. Creating an XML Publisher Report • Start with a basic query and add to it • You need developer access create a new XMLP report defn • Download sample file to local drive • Make sure Template definition is “Active” not “In progress”

  17. Steps to Create a Custom Invoice Form

  18. Step 1: Create a new Data Source • Navigation: Reporting Tools, BI Publisher, Data Source • Data Source : BI_INVOICE_DATA • This step not required, use delivered data source

  19. Step 2: Create New Custom Report

  20. Step 2: Create New Custom Report (Cont.)

  21. Step 2: Create New Custom Report (Cont.)

  22. Step 3: Upload new template into PeopleSoft • Navigation: Reporting Tools, BI Publisher, Report Definition

  23. Step 4: Create or Modify the File Layout • Use the Delivered File Layout:BI_EXTRCT • Refer to PeopleBooks “understanding BI Publisher Invoices” for full list of BI tables and App designer for list of Fields.

  24. Step 5: Create a New Application Engine program • You can clone delivered application engine for your new XMLP report: FXBI_UTLTST1 • Modify peopleCodeFXBI_UTLTST1.Init.GBL.InitVar.OnExecute /* Initialize Variables for the Report */ BI_XMLP_AET.FLDDEFNNAME = "BI_EXTRCT"; /* File Layout Name */ BI_XMLP_AET.CONSOLIATED = "N"; /* Non-consolidated */ BI_XMLP_AET.REPORT_DEFN_ID = "FXBI_UTLTST1"; /* XMLP Report Definition - must be same name as AE program*/ BI_XMLP_AET.TMPLDEFN_ID = " "; /* Report Template - Blank means use default template */ BI_XMLP_AET.ACCEPTGIRO_IND = "Y"; BI_XMLP_AET.SUM_IVC_PRINT_OPT = "SUM";

  25. Step 6: Create a New Process Definition for the Application Engine Program • Navigation: PeopleTools, Process Scheduler, Processes • Must be defined with a Process Type of BI Publisher, not Application Engine • Process name must be same name as the Application Engine program

  26. Step 7: Add a New Invoice Form • PeopleSoft Billing delivers Invoice Form ID XMLPUB, associated to Report Definitions: BI_PRNXPN01 and BI_PRNXPC01 • Option 1: XMLPUB Invoice Form ID to specify a different Report Definition that you have created. • Option 2: create a new invoice form, associate it to a different Report Definition • Each invoice form is associated to one, and only one, Report Definition for non-consolidated invoices

  27. Step 7: Add a New Invoice Layout Identifier (contd.) • Navigation:  Set Up Financials/Supply Chain > Product Related > Billing > Setup Invoice Options >Invoice Layout Identifiers • Only 10 chars allowed

  28. Step 8: Create a New Invoice Form • Navigation:  Set Up Financials/Supply Chain > Product Related > Billing > Setup Invoice Options >Invoice > Formatting Options • Only 10 chars allowed • Note: Currently Cons report is same as Non-Cons. Create new Cons report ID in the same way and update this here.

  29. Step 9: Create Custom Single Action Invoice Job UCF XML Publisher Job to include into UCF Single action Invoice: FXBIXPJ0 (clone of job BIXPJ00) JobSet Report • FXBIXPJ0 1 FXBI_UTLTST1: UCF test XML Pub Invoice (XML Publisher) 2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)

  30. Step 10: Create Custom Single Action Invoice Job BIJOB031 BIIVC000: Pre-process & Finalization (Application Engine)2 BI_IVCEXT: Invoice Extract Process (Application Engine)3 BISPJ00: Print SQR Invoice (PSJob)1 BIIVCPN: Print Portrait Invoices (SQR Report)2 BIIVCLN: Print Landscape Invoices (SQR Report)3 BIIVCPNA: Print Portrait style invoices. (SQR Report)4 BIXPJ00: Print XML Publisher Invoice (PSJob)1 BI_PRNXPN01: XML Publisher Invoice (XML Publisher)2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)5 BI_XPSF103X: XML Publisher 1034/35 Invoice (XML Publisher)6 BICPJ00: Print Crystal Invoice (PSJob)1 BIPRNT00: CRYSTAL - Invoice (Crystal)2 BIPRNT01: PS/PC - Projects Invoice (Crystal)3 BIPRNT02: PS/OM - Order Mgmt Invoice (Crystal)4 BIPSA01: PS/PSA01 -Projects By Employee (Crystal)5 BIPSA02: PS/PSA02 -Projects By Activity (Crystal)6 BIPSA03: PS/PSA03 - Project Detail (Crystal)7 BICA: PS/CA - Contracts Invoice (Crystal) • 7 BICPJA00: Print Crystal AcceptgiroInv (PSJob)1 BIPRNTA0: BIPRNTA0 (Crystal)2 BIPRNTA2: BIPRNTA2 (Crystal)3 BIPSAA1: BIPSAA1 (Crystal)4 BIPSAA2: BIPSAA2 (Crystal)5 BIPSAA3: BIPSAA3 (Crystal)6 BICAA: BICAA (Crystal)8 BISLSUM: Landscape summarize Invoices (SQR Report)9 BICLSUM: CRYSTAL - Summarize Invoice (Crystal)10 BIGIVCPN: Grants Print Portrait Invoices (SQR Report)11 BICURCNV: Billing Currency Conversion (Application Engine)12 BIPRELD: Billing Pre-Load Process (Application Engine)13 BILDGL01: Load GL Interface (SQR Report)14 BILDAR01: Load AR Pending Items (SQR Report)15 BISF108X: Standard Form 1080 and 1081 (SQR Report)16 BIGNAP01: Generate AP Vouchers (SQR Report)

  31. UCF Invoices

  32. UCF Contract and Grants Invoices • UCF C&G has 14 Invoice types • Reduced from 40!!! • Also Utility billing and • Work Orders

  33. UCF Invoices

  34. XSL code

  35. RTF XSL code <?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\FXBI_CGApprovedByFooter.rtf?> <?call-template:Biller_ApprovedBy?> <?import:psxmlp://FXBI_CGAPPROVEDBYFOOTER?> <?call-template:Biller_ApprovedBy?> Change the template import call before you upload

  36. More XSL…. <?if:xdoxslt:get_variable($_XDOCTX, ‘mProj’)='M'?> <?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\CG Invoices\FXCGSFFP_Pg2.rtf?> <?call-template: FXCGSFFP_Details?> <?end if?> If more than one project, Print on page 2

  37. Subtemplates • Creating sub-templates

  38. More XSL…. <?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\CG Invoices\FXBI_CGBillerSignatures.rtf?> <?import:psxmlp://FXBI_CGBILLERSIGNATURES?> <?choose:?> <?when:BILLING_SPECIALIST=’BI-CNG01’?><?call-template:Biller_CNG01?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG02’?><?call-template:Biller_CNG02?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG03’?><?call-template:Biller_CNG03?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG04’?><?call-template:Biller_CNG04?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG05’?><?call-template:Biller_CNG05?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG06’?><?call-template:Biller_CNG06?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG07’?><?call-template:Biller_CNG07?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG08’?><?call-template:Biller_CNG08?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG09’?><?call-template:Biller_CNG09?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG10’?><?call-template:Biller_CNG10?> <?end when?> <?when:BILLING_SPECIALIST=’BI-CNG11’?><?call-template:Biller_CNG11?> <?end when?> <?otherwise:?>UnknownBiller<?end otherwise?> <?end choose?> Biller signatures based on BILLING_SPECIALIST on XML data

  39. Questions?

  40. Save the Date APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest

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