Oracle 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