BI Publisher Integration with Oracle Apps

Before BI Publisher was released as a Product that was integrated with Oracle Applications, Oracle Reports 6i was the most widely used Tool for generating Report outputs and print documents like PO¶s, Invoices, statements etc« Complex Report layouts often took longer to create and test using the Oracle Reports Tool. With the launch of BI Publisher (originally XML Publisher), Oracle has made a breakthrough with the ease and simplicity by which report outputs can be generated. To be able to use BI Publisher with Oracle Apps, Patches need to be applied which are available for download from metalink. This article provides an insight into the components involved in creating an end to end BI Publisher solution for Oracle Apps Concurrent Programs. BI Publisher makes use of XML data files and templates to generate a PDF output. XML Data file: The XML Data file can be generated in multiple ways from Oracle. One way would be to set the option on the Concurrent Program Definition to generate an XML file. Another way would be to use plsql code to generate the XML. This XML file then becomes the input for the XML Publisher Concurrent Programs which processes it with the associated template to produce the output. Pseudo XML data file <?xml version=´1.0 ?> <!± Generated by Oracle Reports version ±> <XX_PA_XML_INV_PRT> <LIST_G_INV_HEADER> <G_INV_HEADER> <SOURCE></SOURCE> <INVOICE_FORMAT></INVOICE_FORMAT> <CUSTOMER>10000 ABC.</CUSTOMER> <PRODUCT>000 ABC PRODUCT.</PRODUCT> <DRAFT_INVOICE_NUM>1</DRAFT_INVOICE_NUM>

rtf )RTF. MS-Excel PDF and RTF templates Creation y PDF templates:- PDF templates require the Adobe Standard Software. It is therefore imperative to analyze business requirements thoroughly and decide on the usability of rtf or pdf templates at the outset of the If POH_PO_NUM is an XML tag that holds the Purchase Order Number in XML Data file. If you wish to use names that are different from the XML file. Adobe Acrobat(. As of date only PDF templates Version 1. open a .0 and later. a mapping feature is available in the Template Definition to map the PDF template form field names with the XML tag names.). . However it is recommended to use PDF templates in standard Forms (Government or other eg W2. In most cases there is little or no amount of work involved in designing the layout.pdf)PDF. Creation of PDF Templates: To create a pdf template for BI Publisher. Navigate ToolsàFormsàText field tool. you will need to add POH_PO_NUM to the Name field in the Properties for that form field on the PDF template. Note that the Name added should be available in the XML Data tree file. These form fields contain XML tags that assign XML data values to the fields at runtime. where the template for the form is subject to very little or no change at all. as the form fields are placed on a predesigned available blank layout. Double click on the form field and add the XML tag to the Name field in the Properties box. eText. This can be achieved by Navigating to AdvancedàPDF Optimizer. form fields need to be added.pdf file can be used to prepare a template for XML Publisher.4 are supported with XML Publisher. To add form fields. all templates must be converted to Acrobat PDF Version 1. It is important to note that no matter what the version of the Adobe Acrobat Standard software you use to create the templates.<INV_CURRENCY_CODE>USD</INV_CURRENCY_CODE> XML Publisher templates: These templates can be any of MS Word (. Draw the text form field on the pdf where you want the data to appear.4. Note the current version and use the option Make compatible with: Acrobat 5. XML. An already existing . No logic of any kind can be used on PDF templates.pdf file in Acrobat standard. which makes it rigid and pushes back the task of including complex logic in the source generating the XML Data.

These form fields contain XML tags that assign XML data values to the fields at runtime. the Help Key can be used. as MS Word is primarily not a design tool and most rtf template designs would have to be created from scratch. Note that this is also the area for adding any kind of logic to be applied on the data group. Some of the properties you can set are the font type. the form fields can be found under the Control option. These templates can be created with any Version of MS Word. Draw the text form field on the rtf template.Below is a screenshot of a PDF template. You can enter in the XML tag name or any name in the Default Text field if you want to mask the actual XML name or if you want to give the xml tag a more meaningful name. To create a rtf template for XML Publisher. nested tables. transaction_date being an xml tag in the input XML data file. Click on Add help text to enter the XML tag in the format <?TRANSACTION_DATE?>. font size. setting the margins«Once the layout design is ready form fields need to be added. The template file should be of . setting the type landscape/portrait. In MS Word 2008 version Navigate to Developer. assigning the header/footer. However there is a limit on the number of characters that can be added to this area. You can set the properties for the data that will be displayed by this form field. . Creation of RTF Templates. Designing a complex template structurally can be a little more tedious as compared to PDF templates. ±conditional formatting of form fields is required ±conditional display of data is required ±spooling multiple pages with different header/footer. you need to first design the template placing tables.RTF templates can be used where ±there are many groups and subgroups with data. The above is a list off of the many more uses of the rtf template.rtf format. If the logic you intend to add has too many characters. multi-line« y RTF templates:- RTF templates are easier to use and support complex logic. Double click on the form field to add the XML tag.

you may use either one of the following programs 1) Program: XML Report Publisher Short Name: XDOREPPB This program can be used when no delivery channel like email. The bursting control file reads these values from the XML data files through variables. 2) Program: XML Publisher Report Bursting Program Short Name: XDOBURSTREP This program is used when there are multiple delivery channels involved. You can set the properties for the data directly from the MS word toolbar ±Home which has Text font. The user can also print the output by setting the print options while submitting the Concurrent Program.rtf template. In this case Bursting reuses the same template to generate a new file for each data set in the XML file. fax. printer name«.« is required. for eg: the output document needs to be printed emailed as well as faxed to the requestor/vendor« Or when there is a range of data to be printed. Using this program enables the user to view the output at will from the View Output tab of the concurrent Program that runs the Oracle report. font size. The values can be hard coded in the file but it is best to assign these values dynamically at run time.The grey areas are the form fields on the template. size. email address. To implement bursting. Based on the requirements. Note: As of now MS word does not allow to create form fields in the header or footer section of the . These programs make a call to java class files to integrate the XML data file and the templates to produce an output. a control file is created. The alternative is to write the XML tag the way it is in the header and footer as can be seen with <?CUSTOMER?>. template. colour etc« Some of the properties you can set are the font type.Below is a screenshot of an RTF template. XML Publisher Concurrent Programs in Oracle APPS (Ebusiness suite): The following programs are an out of the box solution provided for XML Publisher reports. The bursting program creates the output based on the template and the xml data file and delivers it to the channels specified. multi-line«All you need to do is select the form field and set the properties from the toolbar. no of copies. ²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²² . This control file is an XML file that contains delivery channel information like email server. print server.

In the output section. Application: Enter the same application that the Oracle Report concurrent Program uses.xsd file needs to be uploaded when using PDF templates where the custom form field names need to be mapped with the XML tag names.XML Publisher Setups 1) Use an existing Concurrent Program like PO Print or Invoice Print or create a new one based on your requirement.Create Data and Template Definitions 1. XML Schema: A . If the executable is an Oracle Report. Preview Data: Adding a sample . Code: Enter the short_name of the concurrent program which generates the XML file.xml data file enables to preview the output from the template Definition. You can alternatively add the following files to the Data Definition based on your setup. . set the following Format = XML Style= PDF Publisher 2) XML Publisher Administrator Responsibility. Create a new data definition XML Publisher AdministratoràData Definition Name: Enter a name for the data definition. Ensure the following are set on the Concurrent Program Definition System AdministratoràConcurrentàProgramàDefine Query your concurrent program. Click on apply to put this Data Definition into effect. The Code for the Data definition should always be the same as the short_name of the concurrent program for XML Publisher reporting to work. The short_name associates XML Publisher setups with the Oracle Reports concurrent Program. Data Template: A sample data xml file can be uploaded to this field.

File: Upload the template file to be used for generating the output.xml control file has to be uploaded to this field when using bursting of the XML data file for generating outputs. the same used for the Data Definition code. Sample bursting control file (Skip this if not using Bursting) Note: If using bursting. to use the out of the box XML Publisher Report Bursting Program. Create a new Template Definition XML Publisher AdministratoràTemplate Definition Name: Enter a name for the template definition Code: Enter a short name for the template definition. 1. Set Administration Properties XML Publisher AdministratoràAdministration Under Properties. Application: Enter the Application the same as the Data Definition and Oracle Report Concurrent Program. Data Definition: Select the Data Definition created in the above step. You can use the FND_REQUEST. RTF if it is an MS word template.Bursting Control file:The .SUBMIT_REQUEST in the After Report trigger in Oracle Reports or in your plsql code depending on your source file which generates the xml file to automate the complete process. The XDOBURSTREP program uses this file to process the output. the XDOBURSTREP Program will error 3) Printer setup:-If Pasta printing is not enabled in your organization System administratoràInstallàPrinter-àRegister . 1. Language: Enter the language as English Territory: Enter the territory as United States Apply the changes to activate the Template definition. PDF if it is a PDF template. specify a Temporary Directory Path from your file system. Type: Enter the template type. Expand the General tab. preferably but not mandatory. If this is not set.

If using Bursting.check the Type field for the Printers. Oracle Apps . for all your printers then you are set to use Pasta Printing and no further steps would be necessary. When it completes click on View output to see the pdf generated by XML Publisher. Navigate to the responsibility.Query the printers. the output will get emailed/printed/faxed based on the values provided for the bursting control file at run time. If Printer Type= µ±PASTA Universal Printer Type¶. Submit the request. Tags: BI Publisher. If your printer type is for eg: HPLJ4SI you may proceed to follow the steps below Add PDF Publisher style with PASTA_PDF as a driver for printer type ²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²²² Once the above setups are done.

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