Presentation on theme: "CREATING CUSTOM BILLS USING XML PUBLISHER"— Presentation transcript:
1 CREATING CUSTOM BILLS USING XML PUBLISHER Session # PSFTDate: July 25th, 2013
2 University of Central Florida Established in 1963 as Florida Technological UniversitySecond largest public university campusin the USAbout 60,000 students12 colleges –10 regional campusesOver 10,500 faculty & staff$128.9 million external research fundingAnchoring a newmedical cityStarted in 1963 as Florida Technological University, and had our first classes in 1968We 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 PublisherSteps to Create a Custom Invoice FormUCF InvoicesRTF XSL codeQuestions
4 Presenter Varsha Das, University of Central Florida Higher Education (16 yrs), Consulting and TrainingSystems Analysis & Programming Manager14 years PS implementation, Technical Development, UpgradeMember, 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 9.0Human Capital Management 9.0Enterprise Portal 9.1Customer Relationship Management 9.1Financials & Supply Chain Management 9.1
6 Current UCF ERP Projects ApplicationProjectScheduled Go-LiveFSCM 9.1Additional Modules: Project Costing, Contracts, Billing and Accounts ReceivablesNov 2013CS/HR 9.0Split HRMS and Campus Solutions databases2014CS 9.0Mobile ApplicationsHRMS 9.0Upgrade to version 9.1
8 XML Publisher End User XML Publisher Functional Expert Technical ExpertFunctional 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 manyManage Securityreduce report maintenanceIT resources freed up to focus on data extraction
9 XML Publisher – Tools levels 8.48/8.49 -PS Query, Rowset, XML-File & XML Doc8.50 -PS Query, Connected Query, XML File
11 Getting Started: Step 1 - Add-in for Word Download the XML Publisher ToolbarLogin to PeopleSoftNavigate: 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 itYou need developer access create a new XMLP report defnDownload sample file to local driveMake sure Template definition is “Active” not “In progress”
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_EXTRCTRefer 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_UTLTST1Modify 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, ProcessesMust be defined with a Process Type of BI Publisher, not Application EngineProcess 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_PRNXPC01Option 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 DefinitionEach 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 IdentifiersOnly 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 OptionsOnly 10 chars allowedNote: 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 ReportFXBIXPJ0Job Name:FXBIXPJ0UCF XMLP Inv Job1 FXBI_UTLTST1: UCF test XML Pub Invoice (XML Publisher)2 BI_XMLPBURST: Invoice Bursting Program (Application Engine)
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
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