CREATING CUSTOM BILLS USING XML PUBLISHER

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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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