1. CREATING CUSTOM BILLS USING XML PUBLISHER
Session # PSFT
Date: July 25th, 2013

2. 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
Started in 1963 as Florida Technological University, and had our first classes in 1968
We have grown to be the second largest single campus university in the US, behind Ohio State.
We have 12 Colleges on our main and 11 regional campuses.
Our 128.9million external research funding is expected to expand significantly with the maturation of the medical disciplines. The school is anchoring a new medical city which includes Sanford-Burnham Medical Research Institute, M. D. Anderson Cancer Center, VA Medical Center and Nemours Children’s Hospital.
Our 2011 – 2012 Operating budget is almost 1.4 Billion.

3. Agenda Introduction Overview of XML Publisher
Getting Started with XML Publisher
Steps to Create a Custom Invoice Form
UCF Invoices
RTF XSL code
Questions

4. 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

5. UCF Current Applications and PeopleTools
Campus Solutions 9.0
Human Capital Management 9.0
Enterprise Portal 9.1
Customer Relationship Management 9.1
Financials & Supply Chain Management 9.1

6. Current UCF ERP Projects
Application
Project
Scheduled Go-Live
FSCM 9.1
Additional 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
HRMS 9.0
Upgrade to version 9.1

7. Overview of XML Publisher

8. XML Publisher End User XML Publisher Functional Expert
Technical Expert
Functional Expert
- Leverage common productivity Tools
- Multi-output format
- Feature-rich report
- Focus on report layout, not data extraction
- Deliver feature rich reports, charts, analytics
- Provide multiple formats (PDF, RTF, Excel, HTML), translations
- 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

9. XML Publisher – Tools levels
8.48/8.49 -PS Query, Rowset, XML-File & XML Doc
8.50 -PS Query, Connected Query, XML File

10. Getting Started with XML Publisher

11. Getting Started: Step 1 - Add-in for Word
Download the XML Publisher Toolbar
Login to PeopleSoft
Navigate: Home> Reporting Tools> XML Publisher> Setup> Design Helper

12. Getting Started: Step 1 (contd.)
Save .ZIP file

13. 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

14. Getting Started: Step 2 - Set Up Report Categories
Navigate: Home> Reporting Tools> XML Publisher> Setup> Report Category

15. 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)

16. 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”

17. Steps to Create a Custom Invoice Form

18. 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

19. Step 2: Create New Custom Report

20. Step 2: Create New Custom Report (Cont.)

21. Step 2: Create New Custom Report (Cont.)

22. Step 3: Upload new template into PeopleSoft
Navigation: Reporting Tools, BI Publisher, Report Definition

23. 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.

24. 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";
Note. The line of the code that specifies the name of the Report Definition is the line that needs to be changed to reference the new Report Definition.
Note: A new Application Engine program must be defined in the PeopleTools, Process Scheduler, Processes component. It must be defined with a Process Type of BI Publisher, not Application Engine, and the Process name must be same name as the Application Engine program.

25. 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

26. 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

27. 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

28. 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.

29. Step 9: Create Custom Single Action Invoice Job
UCF XML Publisher Job to include into UCF Single action Invoice: FXBIXPJ0 (clone of job BIXPJ00)
JobSet Report
FXBIXPJ0
Job Name:
FXBIXPJ0
UCF XMLP Inv Job
1 FXBI_UTLTST1: UCF test XML Pub Invoice (XML Publisher)
2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)

30. Step 10: Create Custom Single Action Invoice Job
BIJOB03 1 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)

31. UCF Invoices

32. UCF Contract and Grants Invoices
UCF C&G has 14 Invoice types
Reduced from 40!!!
Also Utility billing and
Work Orders

33. UCF Invoices

34. XSL code

35. RTF XSL code Change the template import call before you upload
<?import: file:///T:\FI_LEAP\Financials 9.1\BI\XMLP Invoices\FXBI_CGApprovedByFooter.rtf?>
<?call-template:Biller_ApprovedBy?>
<?import:psxmlp://FXBI_CGAPPROVEDBYFOOTER?>
Change the template import call before you upload

36. 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

37. Subtemplates
Creating sub-templates

38. 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

39. Questions?

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