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XML Publisher – A Real World Experience

XML Publisher – A Real World Experience. Presented by: Senthil Thangavelu. Agenda. Introduction XML Publisher Concept AR Customer Statement Development Overview Design and Setups AP Checks Development Overview Design and Setups. Ask Jeeves. 7’th largest global web property

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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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