creating custom bills using xml publisher
DESCRIPTION
CREATING CUSTOM BILLS USING XML PUBLISHER. Session # PSFT-101280 Date: July 25 th , 2013. University of Central Florida Established in 1963 as Florida Technological University. Second largest public university campus in the US About 60,000 students. 12 colleges – 10 regional campuses - PowerPoint PPT PresentationTRANSCRIPT
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CREATING CUSTOM BILLS USING XML PUBLISHER
Session # PSFT-101280
Date: July 25th, 2013
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University of Central Florida
Established in 1963 as Florida Technological
University
Second largest public university campus
in the US
About 60,000 students
12 colleges –10 regional campuses
Over 10,500 faculty & staff
$128.9 million external research funding
Anchoring a new medical city
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Agenda
• Introduction• Overview of XML Publisher• Getting Started with XML Publisher• Steps to Create a Custom Invoice Form• UCF Invoices• RTF XSL code• Questions
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Presenter
• Varsha Das, University of Central Florida– Higher Education (16 yrs), Consulting and Training
– Systems Analysis & Programming Manager
– 14 years PS implementation, Technical Development, Upgrade
– Member, Quest PeopleTools Product Advisory group (Quest PT-PAG)
– HEUG General Ledger product advisory group (HEUG GL-PAG 7 yrs)
– GL-PAG liaison to Student Financials PAG (HEUG SF-PAG 3 yrs)
– OAUG Fusion Council Steering Committee
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UCF Current Applications and PeopleTools
Applications PeopleTools
Campus Solutions 9.0 8.52.06
Human Capital Management 9.0 8.52.06
Enterprise Portal 9.1 8.50.03
Customer Relationship Management 9.1 8.52.06
Financials & Supply Chain Management 9.1 8.52.06
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Current UCF ERP ProjectsApplication Project Scheduled Go-Live
FSCM 9.1Additional Modules: Project Costing, Contracts, Billing and Accounts Receivables
Nov 2013
CS/HR 9.0 Split HRMS and Campus Solutions databases 2014
CS 9.0 Mobile Applications Nov 2013
HRMS 9.0 Upgrade to version 9.1 2014
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Overview of XML Publisher
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XML Publisher
XML Publisher
End User
Technical Expert
Functional Expert
- Leverage common productivity Tools- Multi-output format- Feature-rich report
- Focus on Data Extraction, rather than layout- Develop once, use many- Manage Security- reduce report
maintenance- IT resources freed up to
focus on data extraction
- Focus on report layout, not data extraction- Deliver feature rich reports, charts, analytics- Provide multiple formats (PDF, RTF, Excel, HTML), translations
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XML Publisher – Tools levels
• 8.48/8.49 -PS Query, Rowset, XML-File & XML Doc
• 8.50 -PS Query, Connected Query, XML File
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Getting Started with XML Publisher
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Getting Started: Step 1 - Add-in for Word
• STEP 1: Add-in for Word– Download the XML Publisher Toolbar
• Login to PeopleSoft• Navigate: Home> Reporting Tools> XML Publisher> Setup> Design
Helper
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Getting Started: Step 1 (contd.)
• Save .ZIP file
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Getting Started: Step 1 (contd.)
• Unzip the file “xmlp_desktop.zip”• Navigate to folder XMLP_DESKTOP. In this folder, select
“BIPublisherDesktop.exe” • Installs the XML Toolbar in Microsoft Word
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Getting Started: Step 2 - Set Up Report Categories• Set Up Report Categories
– Navigate: Home> Reporting Tools> XML Publisher> Setup> Report Category
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Getting Started: Step 3 - Assigning XMLP Permissions to Users
• Level 1: XMLP Report User (Example PTPT1000)• Level 2: XMLP Power User (Example PTPT2500)• Level 3: XMLP report developer (Example PTPT2600)
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Creating an XML Publisher Report
• Start with a basic query and add to it• You need developer access create a new XMLP report defn• Download sample file to local drive• Make sure Template definition is “Active” not “In progress”
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Steps to Create a Custom Invoice Form
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Step 1: Create a new Data Source
• Navigation: Reporting Tools, BI Publisher, Data Source
• Data Source : BI_INVOICE_DATA • This step not required, use delivered
data source
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Step 2: Create New Custom Report
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Step 2: Create New Custom Report (Cont.)
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Step 2: Create New Custom Report (Cont.)
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Step 3: Upload new template into PeopleSoft
• Navigation: Reporting Tools, BI Publisher, Report Definition
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Step 4: Create or Modify the File Layout• Use the Delivered File Layout: BI_EXTRCT• Refer to PeopleBooks “understanding BI Publisher Invoices” for full list of BI tables and App
designer for list of Fields.
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Step 5: Create a New Application Engine program
• You can clone delivered application engine for your new XMLP report: FXBI_UTLTST1
• Modify peopleCode FXBI_UTLTST1.Init.GBL.InitVar.OnExecute
/* Initialize Variables for the Report */
BI_XMLP_AET.FLDDEFNNAME = "BI_EXTRCT"; /* File Layout Name */
BI_XMLP_AET.CONSOLIATED = "N"; /* Non-consolidated */
BI_XMLP_AET.REPORT_DEFN_ID = "FXBI_UTLTST1"; /* XMLP Report Definition - must be same name as AE program*/
BI_XMLP_AET.TMPLDEFN_ID = " "; /* Report Template - Blank means use default template */
BI_XMLP_AET.ACCEPTGIRO_IND = "Y";
BI_XMLP_AET.SUM_IVC_PRINT_OPT = "SUM";
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Step 6: Create a New Process Definition for the Application Engine Program
• Navigation: PeopleTools, Process Scheduler, Processes
• Must be defined with a Process Type of BI Publisher, not Application Engine
• Process name must be same name as the Application Engine program
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Step 7: Add a New Invoice Form
• PeopleSoft Billing delivers Invoice Form ID XMLPUB, associated to Report Definitions: BI_PRNXPN01 and BI_PRNXPC01
• Option 1: XMLPUB Invoice Form ID to specify a different Report Definition that you have created.
• Option 2: create a new invoice form, associate it to a different Report Definition
• Each invoice form is associated to one, and only one, Report Definition for non-consolidated invoices
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Step 7: Add a New Invoice Layout Identifier (contd.)
• Navigation: Set Up Financials/Supply Chain > Product Related > Billing > Setup Invoice Options >Invoice Layout Identifiers
• Only 10 chars allowed
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Step 8: Create a New Invoice Form
• Navigation: Set Up Financials/Supply Chain > Product Related > Billing > Setup Invoice Options >Invoice > Formatting Options
• Only 10 chars allowed• Note: Currently Cons report is same as Non-Cons. Create new Cons report ID in the same way and update this
here.
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Step 9: Create Custom Single Action Invoice Job
Job Name: FXBIXPJ0 UCF XMLP Inv Job
UCF XML Publisher Job to include into UCF Single action Invoice: FXBIXPJ0 (clone of job BIXPJ00)JobSet Report•FXBIXPJ0
1 FXBI_UTLTST1: UCF test XML Pub Invoice (XML Publisher)
2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)
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Step 10: Create Custom Single Action Invoice Job
BIJOB031 BIIVC000: Pre-process & Finalization (Application Engine)2 BI_IVCEXT: Invoice Extract Process (Application Engine)3 BISPJ00: Print SQR Invoice (PSJob)1 BIIVCPN: Print Portrait Invoices (SQR Report)2 BIIVCLN: Print Landscape Invoices (SQR Report)3 BIIVCPNA: Print Portrait style invoices. (SQR Report)4 BIXPJ00: Print XML Publisher Invoice (PSJob)1 BI_PRNXPN01: XML Publisher Invoice (XML Publisher)2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)5 BI_XPSF103X: XML Publisher 1034/35 Invoice (XML Publisher)6 BICPJ00: Print Crystal Invoice (PSJob)1 BIPRNT00: CRYSTAL - Invoice (Crystal)2 BIPRNT01: PS/PC - Projects Invoice (Crystal)3 BIPRNT02: PS/OM - Order Mgmt Invoice (Crystal)4 BIPSA01: PS/PSA01 -Projects By Employee (Crystal)5 BIPSA02: PS/PSA02 -Projects By Activity (Crystal)6 BIPSA03: PS/PSA03 - Project Detail (Crystal)7 BICA: PS/CA - Contracts Invoice (Crystal)
7 BICPJA00: Print Crystal Acceptgiro Inv (PSJob)1 BIPRNTA0: BIPRNTA0 (Crystal)2 BIPRNTA2: BIPRNTA2 (Crystal)3 BIPSAA1: BIPSAA1 (Crystal)4 BIPSAA2: BIPSAA2 (Crystal)5 BIPSAA3: BIPSAA3 (Crystal)6 BICAA: BICAA (Crystal)8 BISLSUM: Landscape summarize Invoices (SQR Report)9 BICLSUM: CRYSTAL - Summarize Invoice (Crystal)10 BIGIVCPN: Grants Print Portrait Invoices (SQR Report)11 BICURCNV: Billing Currency Conversion (Application Engine)12 BIPRELD: Billing Pre-Load Process (Application Engine)13 BILDGL01: Load GL Interface (SQR Report)14 BILDAR01: Load AR Pending Items (SQR Report)15 BISF108X: Standard Form 1080 and 1081 (SQR Report)16 BIGNAP01: Generate AP Vouchers (SQR Report)
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UCF Invoices
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UCF Contract and Grants Invoices
• UCF C&G has 14 Invoice types• Reduced from 40!!!• Also Utility billing and • Work Orders
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UCF Invoices
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XSL code
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RTF XSL code<?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\FXBI_CGApprovedByFooter.rtf?>
<?call-template:Biller_ApprovedBy?>
<?import:psxmlp://FXBI_CGAPPROVEDBYFOOTER?>
<?call-template:Biller_ApprovedBy?>
Change the template import call before you upload
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More XSL….<?if:xdoxslt:get_variable($_XDOCTX, ‘mProj’)='M'?>
<?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\CG Invoices\FXCGSFFP_Pg2.rtf?>
<?call-template: FXCGSFFP_Details?>
<?end if?>
If more than one project,
Print on page 2
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Subtemplates• Creating sub-templates
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More XSL….<?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\CG Invoices\FXBI_CGBillerSignatures.rtf?>
<?import:psxmlp://FXBI_CGBILLERSIGNATURES?>
<?choose:?>
<?when:BILLING_SPECIALIST=’BI-CNG01’?><?call-template:Biller_CNG01?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG02’?><?call-template:Biller_CNG02?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG03’?><?call-template:Biller_CNG03?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG04’?><?call-template:Biller_CNG04?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG05’?><?call-template:Biller_CNG05?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG06’?><?call-template:Biller_CNG06?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG07’?><?call-template:Biller_CNG07?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG08’?><?call-template:Biller_CNG08?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG09’?><?call-template:Biller_CNG09?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG10’?><?call-template:Biller_CNG10?> <?end when?>
<?when:BILLING_SPECIALIST=’BI-CNG11’?><?call-template:Biller_CNG11?> <?end when?>
<?otherwise:?>UnknownBiller<?end otherwise?>
<?end choose?>
Biller signatures based on
BILLING_SPECIALIST on XML data
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Questions?
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