Fax

1
Fax Email from Oracle E-Business Suite using
XML Publisher
Mike Piland Manager of Technical Services, STR
Software
2
Agenda

• Defining the Need
• Fundamentals of Document Delivery
• Automating with XML Publisher
• Requirements for Out-of-the-Box Solutions
• Success Stories
• QA

3

• We just upgraded to 11i and would like to use
  XML Publisher to create customized reports from
  Oracle EBS and then fax, email, or print them
  based upon the suppliers preferred communication
  method.

4

• Is anyone faxing purchase orders and RFQ
  documents submitted as a batch?

5

• How can I fax an Oracle output report?

6

• Does anyone here have any experience integrating
  XML Publisher with a third-party fax tool?

7

• We have multiple organizations within our
  corporation. Can I apply different forms to our
  faxed output based upon the organization and
  document type?

8
Return on Investment

• Average number of pages per fax 2
• Average hourly wage of employee 12.00
• Long-distance telephone charges 6/minute
• Emailing of documents

9
Fundamentals of Document Delivery

• Submission
• Transmission
• Acknowledgement
• Management

10
PO Submission PO Approval Form
11
PO Submission PO Approval Form
12
PO Submission Supplier Sites
13
PO Submission PO Communicate
14
PO Submission PO Communicate
15
PO Submission PO Communicate
16
PO Submission Submit Request
17
PO Submission Submit Request

• Printed Purchase Order Report
• PO Output for Communication

18
Fundamentals of Document Delivery

• Submission
• PO Approval
• PO Communication
• Submit Request
• Transmission
• Acknowledgement
• Management

19
PO Transmission Email
20
PO Transmission Email
21
PO Transmission XMLP Email
22
PO Transmission Fax
23
PO Transmission Fax
24
PO Transmission XMLP Fax
25
Fundamentals of Document Delivery

• Submission
• Transmission
• Fax and email have different output
• Email is handled by Workflow mailer
• 3rd party solution is necessary to actually send
  fax
• Acknowledgement
• Management

26
Fundamentals of Document Delivery

• Submission
• Transmission
• Acknowledgement
• Email only via bounce backs
• Reliant on 3rd party
• Management
• Reliant on 3rd party

27
XML Publisher
Slide courtesy of Oracle Corporation
28
Document Delivery with XML Publisher

• Submission
• Integrated with 11i10
• Run a concurrent request
• PO Approval/Communicate Setup Changes
• Transmission
• Acknowledgement
• Management

29
PO Approval/Communicate Setup Changes

• 1. Change Concurrent Program output format to XML
• System Administrator ? Concurrent ? Program ?
  Define

30
PO Approval/Communicate Setup Changes

• 2. Set PO Output Format to PDF
• Purchasing Superuser ? Setup ? Organizations ?
  Purchasing Options

31
PO Approval/Communicate Setup Changes

• 3. Choose your template
• Purchasing Superuser ? Setup ? Purchasing ?
  Document Types
• (Default Standard Purchase Order)

32
PO Approval/Communicate Setup Changes

• 4. Modify Pre-Seeded XSL-FO Template as necessary
  
• XML Publisher Administrator ? Templates

33
XMLP Fundamentals of Document Delivery

• Submission
• Integrated with 11i10
• Run a concurrent request
• Transmission
• Delivery Manager
• Acknowledgement
• Management

34
XML Publisher Delivery Manager

• Set of JAVA APIs
• Requirements for Fax
• CUPS (Common Unix Printing Solution)
• eFax, FAX4CUPS
• Fax modems
• No link from Submission to Transmission

35
Integration with XMLP?

• 1. Install and configure 3rd party packages
• 2. Develop Java based classes against XMLP
  Delivery Manager API
• Determine method to get recipients
• Determine methods to handle acknowledgement and
  management
• 3. Integrate Java classes with Oracle EBS

36
Fundamentals of Document Delivery

• Submission
• Transmission
• Acknowledgement
• Management

37
Document Delivery Requirements

• Deliver multiple document types
• Handle different delivery destinations
• Handle different document formats
• Handle specific volumes/pages per day

38
Document Delivery Requirements

• Send acknowledgements to specific email addresses
• Deliver attachments associated with a document
• Process a batch of documents
• Allow addressing of individual documents for
  one-off delivery

39
Submission Questions

• What documents do I want to send?
• How do I want to send them
• What format are these documents in?

40
Submission Questions

• Where do I want to send my documents?
• Where is the delivery address for these
  documents?
• How do I want to submit the documents?
• What do I want the end result to look like?

41
Transmission Questions

• Delivery Channels?
• What are my pages per day?
• Do I have any delivery timeframe requirements?

42
Transmission Questions

• Can my solution scale as my business grows?
• Can I utilize the solution in other areas in my
  company, shortening the ROI?

43
Acknowledgement Questions

• Who do I want a confirmation of delivery/failure
  to be sent to?
• When should the confirmation be sent?
• How should the confirmation be sent?
• What should the confirmation look like?

44
Management Questions

• Who manages the documents?
• Where are my documents managed?
• How much control do I have over my deliveries?

45
AventX Fundamentals of Document Delivery

• Submission
• PO Approval/Communicate
• Interactive
• Automatic
• API

46
AventX Submission - Other Documents
Interactive

• Delivery any document to any address using Submit
  Request

47
AventX Submission Any Document
Interactive
48
AventX Submission Any Document
Interactive
49
AventX Submission Any Document
Interactive
50
AventX Submission Any Document
Interactive
51
Interactive
AventX Submission Any Document
52
AventX Submission Any Document
Automatic Batch
53
AventX Fundamentals of Document Delivery

• Transmission
• ASP
• Fax Server
• Transmit data and associated attachments

54
AventX Transmission Attachments
55
AventX Fundamentals of Document Delivery

• Acknowledgement
• View status directly in Oracle
• Receive emails based on success/failure of
  documents
• Run/Schedule Oracle Reports with delivery
  information

56
Acknowledgement Native Oracle Forms
57
AventX Acknowledgement Native Oracle Forms
58
Acknowledgement Confirmation Emails
59
AventX Acknowledgement - Reporting
60
AventX Acknowledgement - Reporting
61
AventX Fundamentals of Document Delivery

• Management
• Allows user control over their own documents.

62
AventX Management

• Manage Documents

63
AventX Management
64
Success Stories A Common Theme

• Existing fax solution in place
• Desire to fax using XML Publisher output
• Short timeframe

65

• July 10th Contacted STR Software
• July 12th Attended web demo
• July 14th Issued PO for AventX
• July 31st AventX and Oracle EBS go live
• Daily Usage Fax 50 outbound POs and RFQs, email
  acknowledgments

66

• After viewing your web demo of AventX, I knew
  that our current solution was not going to meet
  my same level of satisfaction.
• Karen Thingelstad, Procurement Manager
• Minnkota Power Cooperative

67
Our PO and RFQ templates are working without
a hitch, we can fax and email the same document
to multiple locations, just like we envisioned
STR Software also has the option of faxing from
the PO Approval or Summary forms AventX is
integrated extremely well with Oracle.

Tim Sanger, Systems Programmer II

Minnkota Power Cooperative, Inc.
68

• December 19th Contacted STR Software
• January 4th Attended web demo
• January 9th Issued PO for AventX
• Jan 18th 19th On-site installation
• January 19th AventX goes live
• Daily Usage Outbound faxing of 800 invoices and
  purchase orders (10 emailed)

69
There is a huge advantage when you take the
time for a thorough competitive review of
products, including a live demonstration, and
choose a software solution engineered to provide
the latest functionality and exceptional customer
service. Steve Peppard, CIO American Tire
Distributors
70

• April 26th Consultant contacts STR Software
• April 27th Remote installation of AventX
• May 18th PO issued for AventX
• June 12th AventX is implemented and goes live
• Daily Usage Fax 2,500 to 3,000 pages of outbound
  purchase orders, email acknowledgements

71

• I have been in IT for over thirty-five years,
  and never, in my life, have I found a product
  that was installed in one day and has been used
  flawlessly ever since.
•  
• Dave Fitzsimmons, VP of Corporate Systems
• Rogers Communications, Inc.

72

• 804.897.1600
• www.strsoftware.com