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XML Publisher – A Real World Experience

Dive into the transformative capabilities of XML Publisher in Oracle Applications, as presented by expert Senthil Thangavelu. This session covers a comprehensive agenda from the basics of XML Publisher concepts to practical applications such as designing customer statements and invoice templates. Learn about the historical challenges, innovative solutions, and setup processes involved in developing documents using familiar tools like Microsoft Word. Understand how XML Publisher enhances flexibility, reduces maintenance costs, and simplifies the document generation process for businesses.

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XML Publisher – A Real World Experience

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

  2. Agenda • Introduction • XML Publisher Concept • AR Customer Statement • Development Overview • Design and Setups • AP Checks • Development Overview • Design and Setups

  3. Ask Jeeves • 7’th largest global web property • Owns 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, • Oracle Apps version 11.5.10

  4. XML Publisher Concept

  5. Classic Reporting Tools Issue Data logic Layout Report file Translation Less flexibility

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

  7. XML Publisher Concept Separate data / layout / translation Data Logic Layout XML Publisher Reportoutput Translation • More flexibility • Reduced maintenance

  8. AR Customer Statement

  9. Challenges in seeded statement • Not customer ready • Includes all activities • Not Easily customizable • Less flexible

  10. Development overview

  11. Data Design • Used Oracle Reports • Set output (DESFORMAT) to XML • Used Invoice print view (ar_invoice_header_v, ar_invoice_lines_v). See Metalink Note: Note:68149.1 for more details

  12. Layout Design • Used Microsoft Word and XML Template builder • Need XML data for testing • Preview available in PDF, HTML, EXCEL and RTF format

  13. Setups in Applications • Register 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 name • Register the template

  14. Checks

  15. Introduction • Historically required 3rd party software for formatting • Expensive in implementation, maintenance and complexity • Design checks in MS Word using XML publisher

  16. Development Overview

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

  18. Setups in Oracle Applications • Change output format of check format program to XML • Register the report as Data Definition with XML Publisher • Register the template in template manager

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

  20. MICR Printing – Server changes • It can be done in 2 ways • Configuration file – Change configuration file to include the font path eg. <fonts> <font family="MICR" style="normal" weight="normal"> <truetype path="/usr/fonts/MICR.ttf"/> </font> • 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

  21. Secure signature printing • Dynamic signature image at run time • 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

  22. Conclusion • XML publisher offers customers to design their own documents using familiar desktop tools • Reduces the complexity of the system • Reduces overall cost of ownership

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

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