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QuestDirect.org CREATING CUSTOM BILLS USING XML PUBLISHER Session # PSFT-101280 Date: July 25 th, 2013.

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Presentation on theme: "QuestDirect.org CREATING CUSTOM BILLS USING XML PUBLISHER Session # PSFT-101280 Date: July 25 th, 2013."— Presentation transcript:

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

2 QuestDirect.org 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

3 QuestDirect.org 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 QuestDirect.org 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 QuestDirect.org UCF Current Applications and PeopleTools ApplicationsPeopleTools Campus Solutions Human Capital Management Enterprise Portal Customer Relationship Management Financials & Supply Chain Management

6 QuestDirect.org Current UCF ERP Projects ApplicationProjectScheduled Go-Live FSCM 9.1 Additional Modules: Project Costing, Contracts, Billing and Accounts Receivables Nov 2013 CS/HR 9.0Split HRMS and Campus Solutions databases2014 CS 9.0Mobile ApplicationsNov 2013 HRMS 9.0Upgrade to version

7 QuestDirect.org Overview of XML Publisher

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

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

10 QuestDirect.org Getting Started with XML Publisher

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

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

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

15 QuestDirect.org 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 QuestDirect.org 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 QuestDirect.org Steps to Create a Custom Invoice Form

18 QuestDirect.org 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 QuestDirect.org Step 2: Create New Custom Report

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

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

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

23 QuestDirect.org 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 QuestDirect.org 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";

25 QuestDirect.org 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 QuestDirect.org 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 QuestDirect.org Step 7: Add a New Invoice Layout Identifier (contd.) Navigation: Set Up Financials/Supply Chain > Product Related > Billing > Setup Invoice Options >Invoice Layout IdentifiersSet Up Financials/Supply ChainProduct RelatedBillingSetup Invoice OptionsInvoice Layout Identifiers Only 10 chars allowed

28 QuestDirect.org Step 8: Create a New Invoice Form Navigation: Set Up Financials/Supply Chain > Product Related > Billing > Setup Invoice Options >Invoice > Formatting OptionsSet Up Financials/Supply ChainProduct RelatedBillingSetup Invoice OptionsInvoice 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 QuestDirect.org Step 9: Create Custom Single Action Invoice Job Job Name: FXBIXPJ0UCF XMLP Inv Job UCF XML Publisher Job to include into UCF Single action Invoice: FXBIXPJ0 (clone of job BIXPJ00) JobSet Report FXBIXPJ0 1 FXBI_UTLTST1: UCF test XML Pub Invoice (XML Publisher) 2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)

30 QuestDirect.org 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 QuestDirect.org UCF Invoices

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

33 QuestDirect.org UCF Invoices

34 QuestDirect.org XSL code

35 QuestDirect.org RTF XSL code Change the template import call before you upload

36 QuestDirect.org More XSL…. If more than one project, Print on page 2

37 QuestDirect.org Subtemplates Creating sub-templates

38 QuestDirect.org More XSL…. UnknownBiller Biller signatures based on BILLING_SPECIALIST on XML data

39 QuestDirect.org Questions?

40 QuestDirect.org APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest


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