Professional Documents
Culture Documents
Overview
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Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=EDUxxxxx] is responsible for ensuring that this
document is necessary and that it reflects actual practice.
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Objectives
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BPA Framework
BPA Processes
You then design billing templates, choosing the layout and content to determine how you want
billing data to appear in an online or printed bill, and assign the templates to customers or
customer categories. You can print bills individually or in batches from your billing templates
created within BPA or uploaded from external sources.
Your customers can view summarized billing information and drill down using hyperlinks to
detailed billing information and other related details necessary to understand and pay the bill.
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Creating Templates
Defining Templates
Using the desktop icons, you can easily create or modify templates graphically. Content areas
can be split into as many areas as needed to create the desired layout. Content areas can be
moved, duplicated, formatted, updated, or deleted.
When you create or customize templates, you design the layout and contents of a primary bill
page and, if needed, a details page. The primary bill page has three content areas:
Header
This area includes information typically seen at the top of an invoice, such as the companys
logo, invoice number, date, customer name, billto address, shipto address, and terms.
Lines and Tax
This area contains the billing items, and can optionally include tax, for all transactions included
in the bill. This section typically includes the item number, item description, quantities, and
cost amounts.
Footer
This area includes information typically available at the bottom of an invoice, such as the total
for the bill, aging, additional notes to the customer, and other messages. You can create a
details page for a template if your supplementary data source has a registered details page
Copyright Oracle Corporation, 2003. All rights reserved.
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view. The details page contains supporting billing information from your supplementary data
source such as Oracle Service Contracts.
Note: After creating your billing template, you can preview and print it using actual customer
data.
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Data Retrieval
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Template Management
Template Management
You use Template Management to create, update, and manage templates to present bills online
and for printing.
Using the icon tools, you can graphically:
Modify templates (duplicate and update)
Create templates
Create custom content items
Format text and layout
Preview templates using existing customer transactions
Upload external templates
Delete templates
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Modifying Templates
Modifying Templates
If you do not want to build an entirely new template, then you can copy an existing template
and modify it to suit your requirements. Select the Duplicate icon next to the template you
want to copy and enter a new template name and description.
After duplicating an existing template, you can select a different supplementary data source. In
the new template, content items from the old supplementary data source are removed. For
example, if you copy an Oracle Service Contracts (OKS) template and change the
supplementary data source to Oracle Order Management, the content items specific to OKS are
deleted from the new template.
If you change the tax format in a duplicated template, any content items related to original tax
format are deleted. For example, if you change the tax format from Custom to Oracle
Receivables Tax Printing Option, the content items specific to the Custom format are removed.
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Assigning Templates
Assigning Templates
Attribute
An existing predefined content item that is available in the Header area from Oracle
Receivables, the primary data source.
Condition
A matching state such as equals, is greater than, or is less than or equal to.
Value
A userdefined value that occurs on your invoices for the content item selected as the attribute.
You can select a value from the list of values, or enter a value. When you select a bill to view
online or print, BPA reviews the rules in the order you specify until it finds a match, and then
uses the template associated with the rule to format the bill.
BPA supports assignment of billing templates to different customers or customer categories
based on user-defined criteria. The ability to define assignment rules and order them by
preference, rules applied based on ordering and bill creation dates, choice of different
assignments and ordering for online and printed bills, and default templates and assignment
rule provided are some of the features of BPA.
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You cannot update the Default Invoice Rule. If you want to change the template assigned to
this rule, then create a new default rule with no attributes and order it before the seeded default
rule.
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Reordering Rules
Reordering Rules
If no match is found for a particular supplementary data source, the rules for the supplementary
data source None are checked until a match is found. The Default Invoice Rule applies if no
other matches are found.
To reorder rules, select the Reorder button available on the Assignment Rules page. You use the
shuttleboxes for online bills and printed bills to change rule order. If an external template is
assigned to a rule, then the rule appears only in the Print Bill Available Rules shuttlebox.
Viewing Online Bills
Internal users and external customers can view bills online using Oracle Receivables, Oracle
iReceivables, Oracle Collections. or other calling application. When a user selects a transaction
number, or icon if available, the assignment engine in BPA determines which template to use to
display the bill.
When viewing a bill, all the features and functionality of BPAs Interactive Preview, such as
drilldown to invoice details, or iReceivables, such as creating a dispute, printing bills, or
making a payment, are available to the user.
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Print Management
Print Management
When you create a template, you assign a page setup that determines the page size, margins,
and font used for the printed invoice. When you run a print request, BPA generates a PDF file
for each group of invoices, which is stored as the output file of the print request concurrent
program. Please note that BPA also generates a PDF file for a bill when you click Print in
Interactive Preview for a template.
Bill Presentment At Request Group
The Bill Presentment All request group is associated with responsibilities for BPA and contains
two concurrent programs:
Invoice Print BPA Master Program
Generate Stylesheet for BPA Templates
Invoice Batch Printing
BPA supports batch printing of invoices:
Batch print request submission and monitoring via Oracle BPA User Interface
Batch print request submission and monitoring via Oracle Receivables
Generation of printed invoice in PDF format
Copyright Oracle Corporation, 2003. All rights reserved.
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Summary
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