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BI PublisherTRANSCRIPT
Create Valid Chequeusing Oracle BI Publisher
Presented by: Preethy HariSathish Palani
SO-OAUGJune 07, 2012
Agenda
• Case study – PwC
• Oracle Payments Setups
• BI Publisher
• Lessons Learned
PricewaterhouseCoopers LLP
• Questions
Slide 2June 07, 2012Create Valid Cheque using Oracle BI Publisher
Case Study at PwC
• Oracle EBS footprint assessment
• Discontinue third-party software for cheque printing
• Minimize manual activity
• Take advantage of R12 cheque printing features
PricewaterhouseCoopers LLP Slide 3June 07, 2012Create Valid Cheque using Oracle BI Publisher
Cheque for Canadian Bank
Key Requirements
• Canadian Payment Association specifications
• Pre-printed stationery
• CAD and USD cheques
PricewaterhouseCoopers LLP
• Remittance Stub Overflow
• Signature
• MICR fonts
Slide 4June 07, 2012Create Valid Cheque using Oracle BI Publisher
CPA Cheque Format Specification
Clear Areas Around Data Elements
• Payee Name Field
• Amount in Figures Field
• Amount in Words Field
PricewaterhouseCoopers LLP
• Date Field
• 1.59 cm (5/8”) MICR band
Standard Clearing Area: 0.64 cm (0.25”)
Minimum Clearing Area: 0.25 cm (0.10”)
Slide 5June 07, 2012Create Valid Cheque using Oracle BI Publisher
PwC CAD Cheque Format
PricewaterhouseCoopers LLP Slide 6June 07, 2012Create Valid Cheque using Oracle BI Publisher
Cheque Template
PricewaterhouseCoopers LLP Slide 7June 07, 2012Create Valid Cheque using Oracle BI Publisher
Cheque Format
PricewaterhouseCoopers LLP Slide 8June 07, 2012Create Valid Cheque using Oracle BI Publisher
Manage Payment Document
PricewaterhouseCoopers LLP Slide 9June 07, 2012Create Valid Cheque using Oracle BI Publisher
Assign Cheque Format
PricewaterhouseCoopers LLP Slide 10June 07, 2012Create Valid Cheque using Oracle BI Publisher
Payment Profile
PricewaterhouseCoopers LLP Slide 11June 07, 2012Create Valid Cheque using Oracle BI Publisher
Payment Instruction Creation
PricewaterhouseCoopers LLP Slide 12June 07, 2012Create Valid Cheque using Oracle BI Publisher
Payment Sorting
PricewaterhouseCoopers LLP Slide 13June 07, 2012Create Valid Cheque using Oracle BI Publisher
MICR Font
PricewaterhouseCoopers LLP Slide 14June 07, 2012Create Valid Cheque using Oracle BI Publisher
MICR Font Mapping
PricewaterhouseCoopers LLP Slide 15June 07, 2012Create Valid Cheque using Oracle BI Publisher
Associate MICR Font
PricewaterhouseCoopers LLP Slide 16June 07, 2012Create Valid Cheque using Oracle BI Publisher
Approach
PricewaterhouseCoopers LLP Slide 17June 07, 2012Create Valid Cheque using Oracle BI Publisher
Development Steps
1. Install Oracle BI Publisher Desktop s/w
2. Identify XML data Source
3. Understand XML file structure
4. Design and Create the RTF Template
PricewaterhouseCoopers LLP
4. Design and Create the RTF TemplateMicrosoft Word => Oracle BI Publisher Menu & Toolbar
5. Register the Template in Oracle eBusiness Suite
Slide 18June 07, 2012Create Valid Cheque using Oracle BI Publisher
BI Publisher Desktop software
http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html
PricewaterhouseCoopers LLP Slide 19June 07, 2012Create Valid Cheque using Oracle BI Publisher
Accessing BI Publisher from MS Word
Oracle BI Publisher Toolbar should be available on MS Word afterInstallation
PricewaterhouseCoopers LLP Slide 20June 07, 2012Create Valid Cheque using Oracle BI Publisher
XML Data Source
Format Payment Instructions Program
OR
PricewaterhouseCoopers LLP
OR
IBY_TRXN_DOCUMENTS
Slide 21June 07, 2012Create Valid Cheque using Oracle BI Publisher
XML File Structure
PricewaterhouseCoopers LLP Slide 22June 07, 2012Create Valid Cheque using Oracle BI Publisher
Cheque Design
Load XML data
PricewaterhouseCoopers LLP Slide 24June 07, 2012Create Valid Cheque using Oracle BI Publisher
Create the Template
PricewaterhouseCoopers LLP Slide 25June 07, 2012Create Valid Cheque using Oracle BI Publisher
Insert Template in MS-Word
PricewaterhouseCoopers LLP Slide 26June 07, 2012Create Valid Cheque using Oracle BI Publisher
Lessons Learned
• Make use of MS-Word Table and format options
• Identify the Printer for printing cheques
• Plan enough time for Integration and Regression Testing with Bank
PricewaterhouseCoopers LLP Slide 27June 07, 2012Create Valid Cheque using Oracle BI Publisher
Questions
PricewaterhouseCoopers LLP Slide 28June 07, 2012Create Valid Cheque using Oracle BI Publisher
Presenters Profile
• Preethy Hari is Manager, Technology Consulting at PwC(PricewaterhouseCoopers), Canada. Preethy has over 10 yearsof project experience in implementing Oracle ApplicationseBusiness suite products for various clients.
Email: [email protected]
PricewaterhouseCoopers LLP
• Sathish Palani is Manager, Technology Consulting at PwC(PricewaterhouseCoopers), Canada. Sathish has over 14 yearsof project experience in implementing Oracle ApplicationseBusiness suite products for various clients.
Email: [email protected]
Phone: 416-716-4932
Slide 29June 07, 2012Create Valid Cheque using Oracle BI Publisher
Experienced ResourcesStrategy through Execution
• Growing practice – Organic, acquisitions, and alliances/JBRs
Acquired Diamond to broaden our strategic go-to-market offerings
Acquired ISH to broaden our Oracle Healthcare focus
Acquired PRTM who have been a strong partner with Oracle in their HighTechnology, Industrial Mfg, Aerospace & Defense sectors
Acquired resources and assets from BearingPoint’scommercial practice
Assess
Recommend
Design
Implement
Strategy
PricewaterhouseCoopers LLP
Acquired Entology to enhance Oracle IdM capabilities
Acquired resources from MTS Allstream to enhance our Canadian practice
• Global team – More than 2,500+ Oracle specialists offer the full range ofOracle services (600 in the U.S.)
• Experience – Our team members are veterans of over 1,500Oracle engagements
• Cost-effective staffing options – Including Global Delivery Centers in Chinaand India, alliances, JBR’s and third party labor options
• Top Oracle partner – Oracle’s top tier “globally managed partner” and anOracle Platinum Partner
Implement
Run/Operate
Improve/Enhance
We help business leaders anticipate,create and manage change.
This publication has been prepared for general guidance on matters of interest only, and doesnot constitute professional advice. You should not act upon the information contained in thispublication without obtaining specific professional advice. No representation or warranty(express or implied) is given as to the accuracy or completeness of the information containedin this publication, and, to the extent permitted by law, PricewaterhouseCoopers LLP, itsmembers, employees and agents do not accept or assume any liability, responsibility or duty ofcare for any consequences of you or anyone else acting, or refraining to act, in reliance on theinformation contained in this publication or for any decision based on it.
© 2012 PwC. All rights reserved. "PwC" refers to PricewaterhouseCoopers LLP, a Delawarelimited liability partnership, which is a member firm of PricewaterhouseCoopers InternationalLimited, each member firm of which is a separate legal entity. This document is for generalinformation purposes only, and should not be used as a substitute for consultation withprofessional advisors.