Tailoring Your Invoices with Oracles

Bill Presentment Architecture

March 7, 2005

Todays 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 minipack 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