Tailoring Your Invoices with Oracle

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Tailoring Your Invoices with Oracles Bill
Presentment ArchitectureMarch 7, 2005
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Todays Agenda

• Bill Presentment Overview
• Demo

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Key Features

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

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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

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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

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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).

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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.

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B.P.A - Additional Details
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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

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Data Retrieval - How to Use this Feature
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Data Retrieval - Register Data Source
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Data Retrieval - Synchronize Flexfields
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Data Retrieval - Register View Select Content
Items
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Data Retrieval - Enable Data Source
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Template Management - How to Set Up this Feature

• Login with Bill Presentment Super User or Bill
  Presentment User responsibility
• Navigate to Template Management tab

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Template Management - How to Use this Feature
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Template Management - Enter General Information
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Template Management - Design Primary Page
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Template Management - Select Content and Layout
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Template Management - Update Properties
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Template Management - Move Content
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Template Management - Split Content Areas
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Template Management - Design Details Page
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Template Management - Specify Print Setup
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Template Management - Preview Template
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Template Management - Content Items
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Template Management - Create Content Item