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
– Drilldown Capability
– Supports Multiple Languages
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
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
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).
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.
B.P.A - Additional Details
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
Data Retrieval - How to Use this Feature
Data Retrieval - Register Data Source
Data Retrieval - Synchronize Flexfields
Data Retrieval - Register View & Select Content Items
Data Retrieval - Enable Data Source
Template Management - How to Set Up this Feature

• Login with “Bill Presentment Super User” or

“Bill Presentment User” responsibility
• Navigate to “Template Management” tab
Template Management - How to Use this Feature
Template Management - Enter General
Information
Template Management - Design Primary Page
Template Management - Select Content and Layout
Template Management - Update Properties
Template Management - Move Content
Template Management - Split Content Areas
Template Management - Design Details Page
Template Management - Specify Print Setup
Template Management - Preview Template
Template Management - Content Items
Template Management - Create Content Item