Billing 3.2 Understanding BI Publisher Invoices
Billing 3.2 Understanding BI Publisher Invoices
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See Also Enterprise PeopleTools 8.50 PeopleBook: XML Publisher for PeopleSoft Enterprise
BI_PRNXPN01
BI_EXTRCT
BI_PRNXPN01
BI_PRNXPC01
BI_EXTRCT_C ONS
BI_PRNXPC01
Note. In the delivered sample template for consolidated invoices, each invoice that is attached is displayed as a group of lines with a subtotal. Unlike the SQR consolidated invoices that print each attached invoice on a separate page. However, you can modify the template, or create a new template to give your report a unique appearance. In addition to the two sample invoices, an invoice format for the government standard form 1034/1035 is also delivered.
Invoice Data Source Report Definition Template File Layout Application Engine Program
SF1035/1035
BI_103X_DATA
BI_XPSF103X
BI_XPSF103X
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Usage
Data Source
PSXPRPTDEFN
Reporting Tools, XML Associate the XML data Publisher, Report Definition source to the report template. Reporting Tools, XML Associate the template to Publisher, Report Definition the report name. Multiple templates can be associated Select the Template tab. with one report. Select the format types that Reporting Tools, XML Publisher, Report Definition are presented when the user runs the report. Select the Output tab. Reporting Tools, XML Define the users who can Publisher, Report Definition view web-posted output in the Report Manager Select the Security tab. repository.
PSXPRPTTMPL
PSXPRPTOUT
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Page Name
Definition Name
Navigation
Usage
Define report bursting Reporting Tools, XML Publisher, Report Definition parameters, which allows the report output to be split Select the Bursting tab. into separate files based on a field in the XML file. For example, if you want a separate output file created for each invoice, then you can burst by invoice number. PeopleSoft delivers the burst value (BURST_VAL) field already populated in the XML file that can be used for bursting by invoice.
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Level 0
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BI_EXT_INST_SEC BI_EXT_INST_SUM BI_EXTRCT_PAY BI_EXT_SUM_GPHR BI_EXT_SUM_NT BI_EXT_SUM_IVC BI_EXT_SUM_LNNT BI_EXTRCT_LINE BI_EXTRCT_PROJ BI_EXTRCT_CONTR BI_EXTRCT_UTL BI_EXTRCT_TAX BI_EXTRCT_TXDTL BI_EXTRCT_VAT BI_EXT_LIN_NOTE BI_EXT_EXSDTL
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Level 0
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BI_EXTRCT_PAY BI_EXT_SUM_GPH R BI_EXT_SUM_NT BI_EXT_SUM_IVC BI_EXT_SUM_LNN T BI_EXTRCT_LINE BI_EXTRCT_PROJ BI_EXTRCT_CONT R BI_EXTRCT_UTL BI_EXTRCT_TAX BI_EXTRCT_TXDT L BI_EXTRCT_VAT BI_EXT_LIN_NOTE BI_EXT_EXSDTL
Creating a New File Layout To create a new file layout, the file layout must be referenced in the Application Engine program: Section BI_PRNXPN01.Init.InitVar.PeopleCode for non-consolidated Section BI_PRNXPC01.Init.InitVar.PeopleCode for consolidated. The code is similar to:
/* 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 = "BI_PRNXPN01"; /* XMLP Report Definition - must be same name as AE program*/ BI_XMLP_AET.TMPLDEFN_ID = " "; /* Report Template - Blank means use default template */
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Note. The first line of the code specifies the file layout to use. If Date Type fields are added to the file layout, ensure that the format specified in the file layout is in canonical format (YYYY-MM-DD). This ensures that the date format is translatable for all locales. Note. The information here must be changed to operate in your customized environment and on your particular database platform. You may also be required to amend these guidelines based on business rules and procedures in your organization. Ensure to thoroughly test these changes in your own test environment before using on your live data.
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. The information here must be changed to operate in your customized environment and on your particular database platform. You may also need to amend these guidelines based on business rules and procedures in your organization. Be sure to thoroughly test these changes in your own test environment before using on your live data. A new Application Engine program must be defined in the PeopleTools, Process Scheduler, Processes component. It must be defined with a Process Type of XML Publisher, not Application Engine, and the Process name must be same name as the Application Engine program. Note. The Billing Extract program (BI_IVCEXT) must run successfully before the XML Publisher invoice batch print programs run. Therefore, if you add the XML Publisher processes to a new or an existing job, you must include the BI_IVCEXT process in the job and sequence it before the XML Publisher Invoice program.
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