XML Publisher – A Real World Experience Presented by: Senthil Thangavelu

Agenda IntroductionIntroduction XML Publisher ConceptXML Publisher Concept AR Customer StatementAR Customer Statement Development OverviewDevelopment Overview Design and SetupsDesign and Setups AP ChecksAP Checks Development OverviewDevelopment Overview Design and SetupsDesign and Setups

Ask Jeeves 7’th largest global web property7’th largest global web property Owns ask.com, ajkids.com, bloglines, excite.com, iwon.com, myway.com, EviteOwns ask.com, ajkids.com, bloglines, excite.com, iwon.com, myway.com, Evite Part of Interactive Corp(IAC) which also own TicketMaster, HSN, Match.com, citysearch, LendingTree,Part of Interactive Corp(IAC) which also own TicketMaster, HSN, Match.com, citysearch, LendingTree, Oracle Apps version Oracle Apps version

XML Publisher Concept

Data logicLayout Translation Report file Less flexibility Classic Reporting Tools Issue

XML Publisher Template based publishing solution delivered with E-Business SuiteTemplate based publishing solution delivered with E-Business Suite New approach to report design and publishingNew approach to report design and publishing Report template in MS Word or PDFReport template in MS Word or PDF Easy to generate customer ready PDF documents like Invoices, Purchase Orders, Financial Statements, Checks etcEasy to generate customer ready PDF documents like Invoices, Purchase Orders, Financial Statements, Checks etc Output in PDF, Excel, HTMLOutput in PDF, Excel, HTML

XML Publisher Concept Separate data / layout / translation Report output More flexibility Reduced maintenance Data Logic Layout Translation XML Publisher

AR Customer Statement

Challenges in seeded statement Not customer readyNot customer ready Includes all activitiesIncludes all activities Not Easily customizableNot Easily customizable Less flexibleLess flexible

Development overview

Data Design Used Oracle ReportsUsed Oracle Reports Set output (DESFORMAT) to XMLSet output (DESFORMAT) to XML Used Invoice print view (ar_invoice_header_v, ar_invoice_lines_v). See Metalink Note: Note: for more detailsUsed Invoice print view (ar_invoice_header_v, ar_invoice_lines_v). See Metalink Note: Note: for more details

Layout Design Used Microsoft Word and XML Template builderUsed Microsoft Word and XML Template builder Need XML data for testingNeed XML data for testing Preview available in PDF, HTML, EXCEL and RTF formatPreview available in PDF, HTML, EXCEL and RTF format

Setups in Applications Register the report as concurrent program with output format as XMLRegister the report as concurrent program with output format as XML Using XML publisher Administrator responsibility, create a data definition. The code must be same as concurrent program short nameUsing XML publisher Administrator responsibility, create a data definition. The code must be same as concurrent program short name Register the templateRegister the template

Checks

Introduction Historically required 3 rd party software for formattingHistorically required 3 rd party software for formatting Expensive in implementation, maintenance and complexityExpensive in implementation, maintenance and complexity Design checks in MS Word using XML publisherDesign checks in MS Word using XML publisher

Development Overview

Major Features Check Amount – Both as number and wordsCheck Amount – Both as number and words Multiple addresses – Both payee and payer addressMultiple addresses – Both payee and payer address Banking Information – Bank routing number, payer’s account number and check number in specific MICR fontBanking Information – Bank routing number, payer’s account number and check number in specific MICR font Signature block – Secure dynamic imagesSignature block – Secure dynamic images

Setups in Oracle Applications Change output format of check format program to XMLChange output format of check format program to XML Register the report as Data Definition with XML PublisherRegister the report as Data Definition with XML Publisher Register the template in template managerRegister the template in template manager

MICR Printing Freeware and commercial MICR fonts are availableFreeware and commercial MICR fonts are available Needs to installed as font in the client machine for unit testingNeeds to installed as font in the client machine for unit testing In the template, make the field type to MICR fontIn the template, make the field type to MICR font

MICR Printing – Server changes It can be done in 2 waysIt can be done in 2 ways Configuration file – Change configuration file to include the font path eg.Configuration file – Change configuration file to include the font path eg. All inclusive template – Add the font path as custom property. Property should be prefixed with xdo-. This works only with XML Publisher 5.0 or later

Secure signature printing Dynamic signature image at run timeDynamic signature image at run time Create dummy image with URL location pointing to image location eg.Create dummy image with URL location pointing to image location eg. url:{SIG_LOC} where SIG_LOC is signature location in the server Conditional logic if different people to sign different check based on conditions

Conclusion XML publisher offers customers to design their own documents using familiar desktop toolsXML publisher offers customers to design their own documents using familiar desktop tools Reduces the complexity of the systemReduces the complexity of the system Reduces overall cost of ownershipReduces overall cost of ownership

A Q & Q U E S T I O N S A N S W E R S