How to Modify BIP Template

1. Download XML file

2. Download Default Print Template
3. Update Print Template
4. Upload Print Template

1. Download XML file

1) Navigator -> Tools -> Scheduled Processes

2) Schedule New Process: “Print Receivables Transaction”

 3) After “Print Receivables Transaction” completed with succeeded -> View Output
-> Download XML Data and Save to local

2. Download Default Print Template

1) Navigator -> Tools -> Reports and Analytics

2) Choose Print Template and click ‘Edit’ button

Navigator -> Shared Folders -> Financials -> Receivables -> Bill Presentment

3) In View Thumbnails UI: Click ‘Edit’ button to save Print Template to local
3. Update Print Template

1) Open Local Print Template file

2) Load related XML file

Click ‘Sample XML’ to load XML file

3) Click any data column after data loaded successfully to view Publisher Properties

Change ‘Data Field’ value to update this column’s data source

Change ‘Text to display’ value to update this column’s description

4) Insert any column

Click ‘ab|Field’ button (BI Publisher->Insert) to insert data column as your want
 5) Select any existing column to delete

6) Save the changing

4. Upload Changed Print Template

1) Navigator -> Tools -> Reports and Analytics

2) Choose Print Template and click ‘Edit’ button

Navigator -> Shared Folders -> Financials -> Receivables -> Bill Presentment

3) In View a list UI: Click ‘Add’ button to upload new Print Template