Oracle XML Publisher - Southern New England User · PDF fileOracle XML Publisher Integration with PeopleTools Carlton D’Souza Applied Technologist

Oracle XML PublisherIntegration with PeopleTools

Carlton D’SouzaApplied Technologist

What if you can

FORMAT, PUBLISH & DELIVER

Government Forms

Tax Forms

Labels

Business Reports

Purchase Orders

Contracts

F

F

F

Checks

XML

Electronic Payments EFT / EDI

Or perhaps ... All Of Them

With ONE solutionWith ONE solution !!

Removing ComplexityRemoving Complexity

Reducing CostReducing Cost

XML Publisher !XML Publisher !

Data Source Layout

TranslationReport file

Less flexibility

Classic Reporting Tools Issue

XML Publisher Concept

Separate data / layout / UI translation

Reportoutput

�Flexibility�Reduced maintenance

Data Source

Layout

TranslationXML Publisher

XML

XML PublisherEnable Business Users to Format and Deliver Documents

Integrate Out-of-the-Box with R9 CRM, ESA, FMS, HCM, and SCM

Templates(examples)

XML PublisherPeopleSoft

Enterprise R9

CRM

ESA

FMS

HCM

SCM

Output FormatsData Sources

Any XMLData Source

PDFRTF

Business User

PublishingEngine

XML

• Email• Printer• Fax

HTMLXML

Letters

FundTransfers

OnlinePaychecks

OrderConfirmations

Bills GovernmentGrant Forms

Destination

EDIExcel

PeopleSoft 9.0 - XML Publisher Examples

Puts the power of letter management in the hands of an experienced HR user while maintaining consistency across the organization.

Recruiting - used to generate all the recruitment letters such as offer letters and interview invitation letters.

Recruiting

Often used when invoices are entered from a check request.

Ability to print invoices based on a configurable template. Invoices can be printed from regular and quick voucher pages

Payables

Provides one engine for customer and employee communications that include email, letters, surveys, and order confirmation.

Real time merge of correspondence managementService

Customers can use to easily reformat to their exacting specifications.

Provided invoice template of the Crystal InvoiceBilling

Use of XMLP enables easy modification of form to keep up with the ever-evolving forms used by the government

XML Publisher to view and print grant sponsor proposal in official formatGrants

Business ValueImplementationAreas

XML Publisher

Demo

Simple online flow

RegisterData

Source

DefineReport

AddTemplate

Publish

Make a data source available for XMLP

Register

DataSource

DefineReport

AddTemplate Publish

Offline Template Design

●Create in either Word or Adobe Professional

●Download the Data files from the Data Source that will supply the application specific values

●Using these XML files in conjunction with Word or Adobe Standard, insert and/or map form fields in the template to application data tags

Define XML Publisher Report

Register

DataSource

DefineReport

AddTemplate Publish

Add template file to Report Definition

Register

DataSource

DefineReport

AddTemplate Publish

Output choices

Register

DataSource

DefineReport

AddTemplate Publish

Viewer security

Register

DataSource

DefineReport

AddTemplate Publish

Generating the report

• Developer creates process and Run Control page to connect data extraction process with XMLP report generation process

•For Query data sources, Business Power User utilizes the delivered Schedule Query Report page or the online Query Report Viewer

Register

DataSource

DefineReport

AddTemplate Publish

AddTemplate

Process Scheduler publishes to Report Manager

Register

DataSource

DefineReport

AddTemplate Publish

AddTemplate

Viewing the report results

XML Publisher Value Proposition

�Meet Business Requirements

�Remove Complexity

�Reduce Maintenance Cost and TCO

Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R S