Oracle® Bill Presentment Architecture: User Guide Release 12.1

Oracle® Bill Presentment Architecture
User Guide
Release 12.1
Part No. E13532-04
August 2010
Oracle Bill Presentment Architecture User Guide, Release 12.1
Part No. E13532-04
Copyright © 2001, 2010, Oracle and/or its affiliates. All rights reserved.
Primary Author: Sudha Seshadri, Melanie Heisler, Shivranjini Krishnamurthy, Vijay Tiwary
Contributing Author: Amy Yang, Nami Hosomatsu, Libing Shao
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Contents
Send Us Your Comments
Preface
1 Overview of Bill Presentment Architecture

Working with Bill Presentment Architecture........................................................................... 1-1
Bill Presentment Architecture Process Flow........................................................................ 1-2
Implementing Bill Presentment Architecture.......................................................................... 1-4
Registering Attachment Categories..................................................................................... 1-7
Configuring Profile Options................................................................................................ 1-7
Setting Grouping Attributes................................................................................................ 1-8
Generating Stylesheets......................................................................................................... 1-8
Registering Data Sources .................................................................................................... 1-9
Creating Database Views................................................................................................... 1-12
Registering Data Source Views.......................................................................................... 1-16
Viewing Data Source Views............................................................................................... 1-18
Configuring Hyperlinks..................................................................................................... 1-19
2 Template Management
Template Management.............................................................................................................. 2-1
Balance Forward Billing Templates.......................................................................................... 2-2
Creating a New Template.......................................................................................................... 2-2
Modifying Templates.............................................................................................................. 2-11
Uploading External Templates............................................................................................... 2-12
iii
3 Assigning Templates
Assigning Templates................................................................................................................. 3-1
Default Rule.............................................................................................................................. 3-2
Creating a New Assignment Rule............................................................................................. 3-3
Assigning a Template to a Rule................................................................................................ 3-5
Reordering Rules....................................................................................................................... 3-7
Viewing Online Bills................................................................................................................ 3-8
Viewing Attachments................................................................................................................ 3-8
4 Print Management
Print Management..................................................................................................................... 4-1
Submitting Print Requests........................................................................................................ 4-2
Creating and Updating Page Setups ........................................................................................ 4-3
5 Page References
Bill Presentment Architecture Page References ...................................................................... 5-1
Template Management Page Reference....................................................................................5-3
Template Assignment Page Reference..................................................................................... 5-4
Print Management Page Reference........................................................................................... 5-5
Configuration Page Reference.................................................................................................. 5-5
A Bill Presentment Architecture Reference

Seeded Content Items in Bill Presentment Architecture......................................................... A-1
Oracle Receivables Content Items....................................................................................... A-1
Oracle Order Management Content Items...........................................................................A-2
Oracle Service Contracts Content Items.............................................................................. A-2
Template Assignment Attributes............................................................................................. A-2
Debug Support.......................................................................................................................... A-3
B Oracle Bill Presentment Architecture Profile Options

Profile Options Overview......................................................................................................... B-1
Profile Options Description..................................................................................................... B-1
Index
iv

Send Us Your Comments
Oracle Bill Presentment Architecture User Guide, Release 12.1

Part No. E13532-04
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v

Preface
Intended Audience
Welcome to Release 12.1 of the Oracle Bill Presentment Architecture User Guide.
This guide assumes you have a working knowledge of the following:
• The principles and customary practices of your business area.
• Computer desktop application usage and terminology
If you have never used Oracle Applications, we suggest you attend one or more of the
Oracle Applications training classes available through Oracle University.
See Related Information Sources on page viii for more Oracle E-Business Suite product
information.
Deaf/Hard of Hearing Access to Oracle Support Services

To reach Oracle Support Services, use a telecommunications relay service (TRS) to call
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vii
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Structure
1 Overview of Bill Presentment Architecture
2 Template Management
3 Assigning Templates
4 Print Management
5 Page References
A Bill Presentment Architecture Reference
B Oracle Bill Presentment Architecture Profile Options
Related Information Sources

This document is included on the Oracle Applications Document Library, which is
supplied in the Release 12 DVD Pack. You can download soft-copy documentation as
PDF files from the Oracle Technology Network at http://otn.oracle.com/documentation,
or you can purchase hard-copy documentation from the Oracle Store at
http://oraclestore.oracle.com.
The Oracle E-Business Suite Documentation Library Release 12 contains the latest
information, including any documents that have changed significantly between
releases. If substantial changes to this book are necessary, a revised version will be
made available on the online documentation CD on OracleMetaLink.
If this guide refers you to other Oracle Applications documentation, use only the
Release 12.0 versions of those guides.
For a full list of documentation resources for Oracle Applications Release 12, see Oracle
Applications Documentation Resources, Release 12, OracleMetaLink Document
394692.1.
viii
Online Documentation
All Oracle Applications documentation is available online (HTML or PDF).
• PDF - PDF documentation is available for download from the Oracle Technology
Network at http://otn.oracle.com/documentation.
• Online Help - Online help patches (HTML) are available on OracleMetaLink.
• About Documents - Refer to the About Document for the mini-pack or family pack
that you have installed to learn about new documentation or documentation
patches that you can download. About Documents are available on OracleMetaLink.
• Oracle MetaLink Knowledge Browser - The OracleMetaLink Knowledge Browser

lets you browse the knowledge base, from a single product page, to find all
documents for that product area. Use the Knowledge Browser to search for
release-specific information, such as FAQs, recent patches, alerts, white papers,
troubleshooting tips, and other archived documents.
• Oracle eBusiness Suite Electronic Technical Reference Manuals - Each Electronic

Technical Reference Manual (eTRM) contains database diagrams and a detailed
description of database tables, forms, reports, and programs for a specific Oracle
Applications product. This information helps you convert data from your existing
applications and integrate Oracle Applications data with non-Oracle applications,
and write custom reports for Oracle Applications products. Oracle eTRM is
available on OracleMetaLink.
Related Guides
You should have the following related books on hand. Depending on the requirements
of your particular installation, you may also need additional manuals or guides.
Oracle E-Business Suite Installation Guide: Using Rapid Install:
This book is intended for use by anyone who is responsible for installing or upgrading
Oracle Applications. It provides instructions for running Rapid Install either to carry
out a fresh installation of Oracle Applications Release 12, or as part of an upgrade from
Release 11i to Release 12. The book also describes the steps needed to install the
technology stack components only, for the special situations where this is applicable.
Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12:
This guide provides information for DBAs and Applications Specialists who are
responsible for upgrading a Release 11i Oracle Applications system (techstack and
products) to Release 12. In addition to information about applying the upgrade driver,
it outlines pre-upgrade steps and post-upgrade steps, and provides descriptions of
product-specific functional changes and suggestions for verifying the upgrade and
reducing downtime.
Oracle E-Business Suite Patching Procedures:
This guide describes how to patch the Oracle Applications file system and database
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using AutoPatch, and how to use other patching-related tools like AD Merge Patch,
OAM Patch Wizard, and OAM Registered Flagged Files. Describes patch types and
structure, and outlines some of the most commonly used patching procedures. Part of
Maintaining Oracle Applications, a 3-book set that also includes Oracle E-Business Suite
Maintenance Utilities and Oracle E-Business Suite Maintenance Procedures.
Oracle E-Business Suite Maintenance Utilities:
This guide describes how to run utilities, such as AD Administration and AD
Controller, used to maintain the Oracle Applications file system and database. Outlines
the actions performed by these utilities, such as monitoring parallel processes,
generating Applications files, and maintaining Applications database entities. Part of
Maintaining Oracle Applications, a 3-book set that also includes Oracle E-Business Suite
Patching Procedures and Oracle E-Business Suite Maintenance Procedures.
Oracle E-Business Suite Maintenance Procedures:
This guide describes how to use AD maintenance utilities to complete tasks such as
compiling invalid objects, managing parallel processing jobs, and maintaining snapshot
information. Part of Maintaining Oracle Applications, a 3-book set that also includes
Oracle Applications Patching Procedures and Oracle E-Business Suite Maintenance
Utilities.
Oracle E-Business Suite Concepts:
This book is intended for all those planning to deploy Oracle E-Business Suite Release
12, or contemplating significant changes to a configuration. After describing the Oracle
Applications architecture and technology stack, it focuses on strategic topics, giving a
broad outline of the actions needed to achieve a particular goal, plus the installation and
configuration choices that may be available.
Oracle E-Business Suite Framework Personalization Guide: This guide covers the
design-time and run-time aspects of personalizing applications built with Oracle
Application Framework.
Important: Oracle Bill Presentment Architecture does not contain any

end-user personalizable regions, and there are no special considerations
that you need to be aware of when creating administrator-level
personalizations of its regions or pages. For general information about
how to create personalizations, refer to the Oracle Application
Framework Personalization Guide.
Oracle E-Business Suite Developer's Guide:

This guide contains the coding standards followed by the Oracle Applications
development staff. It describes the Oracle Application Object Library components
needed to implement the Oracle Applications user interface described in the Oracle
E-Business Suite User Interface Standards for Forms-Based Products. It provides information
to help you build your custom Oracle Forms Developer forms so that they integrate
with Oracle Applications. In addition, this guide has information for customizations in
x
features such as concurrent programs, flexfields, messages, and logging.
Oracle E-Business Suite Flexfields Guide:
This guide provides flexfields planning, setup, and reference information for the Oracle
Applications implementation team, as well as for users responsible for the ongoing
maintenance of Oracle Applications product data. This guide also provides information
on creating custom reports on flexfields data.
Oracle Application Server Adapter for Oracle E-Business Suite User's Guide:
This guide covers the use of OracleAS Adapter in developing integrations between
Oracle applications and trading partners.
Please note that this guide is in the Oracle Application Server 10g Documentation
Library.
Oracle E-Business Suite System Administrator's Documentation Set:
This documentation set provides planning and reference information for the Oracle
Applications System Administrator. Oracle E-Business Suite System Administrator's Guide
- Configuration contains information on system configuration steps, including defining
concurrent programs and managers, enabling Oracle Applications Manager features,
and setting up printers and online help. Oracle E-Business Suite System Administrator's
Guide - Maintenance provides information for frequent tasks such as monitoring your
system with Oracle Applications Manager, administering Oracle E-Business Suite
Secure Enterprise Search, managing concurrent managers and reports, using diagnostic
utilities including logging, managing profile options, and using alerts. Oracle E-Business
Suite System Administrator's Guide - Security describes User Management, data security,
function security, auditing, and security configurations.
Oracle E-Business Suite User Interface Standards for Forms-Based Products:
This guide contains the user interface (UI) standards followed by the Oracle
Applications development staff. It describes the UI for the Oracle Applications products
and how to apply this UI to the design of an application built by using Oracle Forms.
Oracle E-Business Suite Diagnostics User's Guide:
This manual contains information on implementing, administering, and developing
diagnostics tests in the Oracle E-Business Suite Diagnostics framework.
Oracle E-Business Suite Integrated SOA Gateway User's Guide:
This guide describes the high level service enablement process, explaining how users
can browse and view the integration interface definitions and services residing in
Oracle Integration Repository.
Oracle E-Business Suite Integrated SOA Gateway Developer's Guide:
This guide describes how system integration developers can perform end-to-end service
integration activities. These include orchestrating discrete Web services into meaningful
end-to-end business processes using business process execution language (BPEL), and
deploying BPEL processes at run time.
xi
It also explains in detail how to invoke Web services using the Service Invocation
Framework. This includes defining Web service invocation metadata, invoking Web
services, managing errors, and testing the Web service invocation.
Oracle E-Business Suite Integrated SOA Gateway Implementation Guide:
This guide explains how integration repository administrators can manage and
administer the service enablement process (based on the service-oriented architecture)
for both native packaged public integration interfaces and composite services (BPEL
type). It also describes how to invoke Web services from Oracle E-Business Suite by
employing the Oracle Workflow Business Event System; how to manage Web service
security; and how to monitor SOAP messages.
Oracle Alert User's Guide:
This guide explains how to define periodic and event alerts to monitor the status of
your Oracle Applications data.
Oracle E-Business Tax User Guide:
This guide describes the entire process of setting up and maintaining tax configuration
data, as well as applying tax data to the transaction line. It describes the entire
regime-to-rate setup flow of tax regimes, taxes, statuses, rates, recovery rates, tax
jurisdictions, and tax rules. It also describes setting up and maintaining tax reporting
codes, fiscal classifications, tax profiles, tax registrations, configuration options, and
third party service provider subscriptions. You also use this manual to maintain
migrated tax data for use with E-Business Tax.
Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11i to
Release 12:
This guides provides detailed information about the functional impacts of upgrading
Oracle Financials and Oracle Procurement products from Release 11i to Release 12. This
guide supplements the Oracle E-Business Suite Upgrade Guide: Release 11i to Release
12.
Oracle Financials Implementation Guide:
This guide provides information on how to implement the Oracle Financials E-Business
Suite. It guides you through setting up your organizations, including legal entities, and
their accounting, using the Accounting Setup Manager. It covers intercompany
accounting and sequencing of accounting entries, and it provides examples.
Oracle General Ledger Implementation Guide:
This guide provides information on how to implement Oracle General Ledger. Use this
guide to understand the implementation steps required for application use, including
how to set up Accounting Flexfields, Accounts, and Calendars.
Oracle General Ledger Reference Guide:
This guide provides detailed information about setting up General Ledger Profile
Options and Applications Desktop Integrator (ADI) Profile Options.
Oracle General Ledger User's Guide:
xii
This guide provides information on how to use Oracle General Ledger. Use this guide
to learn how to create and maintain ledgers, ledger currencies, budgets, and journal
entries. This guide also includes information about running financial reports.
Oracle Projects Documentation Set:
These guides provide setup and usage information about Oracle Projects, including
project costing, project management, resource management, billing, and public
application programming interfaces (APIs).
Oracle Receivables User Guide:
This guide provides you with information on how to use Oracle Receivables. Use this
guide to learn how to create and maintain transactions and bills receivable, enter and
apply receipts, enter customer information, and manage revenue. This guide also
includes information about accounting in Receivables. Use the Standard Navigation
Paths appendix to find out how to access each Receivables window.
Oracle Receivables Implementation Guide:
This guide provides you with information on how to implement Oracle Receivables.
Use this guide to understand the implementation steps required for application use,
including how to set up customers, transactions, receipts, accounting, tax, and
collections. This guide also includes a comprehensive list of profile options that you can
set to customize application behavior.
Oracle Receivables Reference Guide:
This guide provides you with detailed information about all public application
programming interfaces (APIs) that you can use to extend Oracle Receivables
functionality. This guide also describes the Oracle Receivables open interfaces, such as
AutoLockbox which lets you create and apply receipts and AutoInvoice which you can
use to import and validate transactions from other systems. Archiving and purging
Receivables data is also discussed in this guide.
Oracle Workflow Administrator's Guide:
This guide explains how to complete the setup steps necessary for any product that
includes workflow-enabled processes. It also describes how to manage workflow
processes and business events using Oracle Applications Manager, how to monitor the
progress of runtime workflow processes, and how to administer notifications sent to
workflow users.
Oracle Workflow Developer's Guide:
This guide explains how to define new workflow business processes and customize
existing Oracle Applications-embedded workflow processes. It also describes how to
define and customize business events and event subscriptions.
Oracle Workflow User's Guide:
This guide describes how Oracle Applications users can view and respond to workflow
notifications and monitor the progress of their workflow processes.
Oracle Workflow API Reference:
xiii
This guide describes the APIs provided for developers and administrators to access
Oracle Workflow.
Oracle Workflow Client Installation Guide:
This guide describes how to install the Oracle Workflow Builder and Oracle XML
Gateway Message Designer client components for Oracle E-Business Suite.
Oracle XML Publisher Administration and Developer's Guide:
Oracle XML Publisher is a template-based reporting solution that merges XML data
with templates in RTF or PDF format to produce a variety of outputs to meet a variety
of business needs. Outputs include: PDF, HTML, Excel, RTF, and eText (for EDI and
EFT transactions). Oracle XML Publisher can be used to generate reports based on
existing E-Business Suite report data, or you can use Oracle XML Publisher's data
extraction engine to build your own queries. Oracle XML Publisher also provides a
robust set of APIs to manage delivery of your reports via e-mail, fax, secure FTP,
printer, WebDav, and more. This guide describes how to set up and administer Oracle
XML Publisher as well as how to use the Application Programming Interface to build
custom solutions.
Integration Repository
The Oracle Integration Repository is a compilation of information about the service
endpoints exposed by the Oracle E-Business Suite of applications. It provides a
complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets
users easily discover and deploy the appropriate business service interface for
integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the E-Business Suite. As your
instance is patched, the repository is automatically updated with content appropriate
for the precise revisions of interfaces in your environment.
Do Not Use Database Tools to Modify Oracle E-Business Suite Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data
Browser, database triggers, or any other tool to modify Oracle E-Business Suite data
unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and
maintain information in an Oracle database. But if you use Oracle tools such as
SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of
your data and you lose the ability to audit changes to your data.
Because Oracle E-Business Suite tables are interrelated, any change you make using an
Oracle E-Business Suite form can update many tables at once. But when you modify
Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you
may change a row in one table without making corresponding changes in related tables.
If your tables get out of synchronization with each other, you risk retrieving erroneous
xiv
information and you risk unpredictable results throughout Oracle E-Business Suite.
When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite
automatically checks that your changes are valid. Oracle E-Business Suite also keeps
track of who changes information. If you enter information into database tables using
database tools, you may store invalid information. You also lose the ability to track who
has changed your information because SQL*Plus and other database tools do not keep a
record of changes.
xv
1
Overview of Bill Presentment Architecture
This chapter covers the following topics:

• Working with Bill Presentment Architecture
• Implementing Bill Presentment Architecture
Working with Bill Presentment Architecture

Use Bill Presentment Architecture (BPA) to customize the content and format of billing
data that your customers view online or print.
BPA provides the architecture to retrieve billing data from multiple sources, including
transaction flexfields and other data not interfaced and stored in Oracle Receivables.
Because bill presentment is not limited to transaction accounting information, you can
present bills that are more comprehensive and meaningful to your customers.
With BPA, you first indicate the data sources that you want to collect billing data from.
BPA provides a framework for collecting billing data stored in:
• Oracle Receivables
• Oracle applications seeded in BPA, such as Oracle Order Management and Oracle
Service Contracts
• Other Oracle applications
• Legacy systems and other non-Oracle applications
You then design billing templates for each transaction class, 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.
Customizing the bills that your customers see helps them reconcile bills with purchase
requests and facilitates timely bill payment.
Overview of Bill Presentment Architecture 1-1

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.
Related Topics
Bill Presentment Architecture Process Flow, page 1-2
Implementing Bill Presentment Architecture, page 1-4
Template Management, page 2-1
Assigning Templates, page 3-1
Print Management, page 4-1
Bill Presentment Architecture Process Flow

With Bill Presentment Architecture (BPA), you can customize the content and format of
bills to be viewed online or printed by your customers and your internal users.
You can:
• Design layout and select content for a bill
• Display on bills information that is not stored in Oracle Receivables
• Create hyperlinks that enable access to related billing information
• Display summary and child lines
• Provide online drilldown to transaction line details
• Upload external templates
• Incorporate attachments on online bills
• Assign bill formats to specific customers or user-defined customer categories
• Print transactions and bills
• Preview billing templates using real-time data
You accomplish this by first configuring the BPA architecture, and then defining
templates and assignment rules.
Configuring Bill Presentment Architecture

Your system administrator sets up the data sources, views, content items, and
hyperlinks to be used in template design.
1-2 Oracle Bill Presentment Architecture User Guide

To enable access from an online bill to supporting information from Receivables,
supplementary data source, or web page, add hyperlinks to content items in the
templates that you define.
Defining Templates
BPA collects, formats, and presents billing data online and in printed bills, according to
templates that you define.
A template defines the content areas and content items of a bill. Each data attribute on a
bill is a content item. You specify the content items that appear in each content area of a
template. For example, you can specify that the bill-to address appears in the upper left
corner of the bill. A template also determines the placement and format of the content
items.
You can design new templates, use the default templates provided with BPA, upload
external templates, or modify templates to suit your company or customer business
needs. 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 company's logo, transaction number, date, customer name, bill-to address, ship-to
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 view. The details page contains supporting billing information
from your supplementary data source such as Oracle Service Contracts. See: Details
Page Design, page 2-8.
Note: After creating your billing template, you can preview and print it
using actual customer data.
See: Template Management, page 2-1.
Defining Assignment Rules

BPA assigns completed billing templates to customers based on the assignment rules

that you define. Each rule uses predefined criteria with user-defined conditional values
to match templates with customers.
When a user selects a bill to view or print, BPA applies the online or printed rules, in
the order you specify, to determine which template to use.
For example, you can define a rule to use a template to display bills that are more than
$10,000. Then, define a second rule to use a different template to display bills that are
$10,000 or less.
You can assign different templates to be used for online bills and printed bills. You can
also specify different rule order for online and printed bills.
See: Assigning Templates, page 3-1.
Related Topics
Working with Bill Presentment Architecture, page 1-1
Implementing Bill Presentment Architecture

Before you begin working with Bill Presentment Architecture (BPA), gather the
requirements for your templates and determine if you need to set up any additional
data sources.
• How many templates do you require to satisfy your customers' needs?
• Do you need different templates for online bills and printed bills?
• Do you need different templates for each transaction class you use?
• Can you modify seeded templates to meet your requirements, or will you need to
design new templates?
• Do you want to upload external templates to format printed bills?
• What content items do you need for each template? Organize the layout for the
primary page, and details page if used, and determine the content items for each of
the following content areas: Header, Lines and Tax, Footer, and Details.
• Will any bill information come from an application other than Oracle Receivables
and the seeded applications in BPA? If yes, then you must register the applications
as data sources, synchronize flexfield content items, register data source views, and
enable these new data sources.
• Do you need to set up hyperlinks?
• Will you allow online access to attachments? Do you want to enable your customers

to update attachments? Will you allow printing of attachments?
• What assignment rules do you need to filter and match a template with appropriate
customers or transactions?
After you respond to these questions, you can begin implementing BPA. Refer to the
steps in the table below to help guide your implementation.
Step Performed by Task Required?
Step 1 System Administrator Create internal and Yes

external users and assign
BPA responsibilities. See:
Oracle Applications System
Administrator's Guide.
Step 2 System Administrator Add BPA Transaction Required if printing BPA

Print Program to Oracle transactions from Oracle
Receivables Receivables
responsibilities. See: Bill
Presentment All Request
Group, page 4-1.
Step 3 Application Developer Register Attachment Optional. Default is

Categories, page 1-7. Miscellaneous.
Step 4 System Administrator Set HZ: Enable DQM Party Optional. Only if you want
Search profile option. See: to do DQM search using
Oracle Bill Presentment customer name.
Architecture Profile
Options, page B-1.
Step 5 System Administrator Set AR: BPA Detail Access Optional. Default is Yes.
Enabled profile option to
Yes to enable access to
details page of an online
bill. See: Oracle Bill
Presentment Architecture
Profile Options, page B-1
.

Step 6 System Administrator Set AR: BPA Attachment Optional. Default is No.
Update Enabled profile
option to enable users to
update attachments on an
online bill. See: Oracle Bill
.
Step 7 System Administrator Set AR: BPA Print Optional. BPA will not
Attachment Category print attachments unless
profile option to print PDF you set this profile option.
attachments while printing
bills. See: Oracle Bill
.
Step 8 System Administrator Set grouping attribute in Required if you want to

Receivables, page 1-8. use default BPA contract
template to view OKS
invoices.
Step 9 System Administrator Run Generate Stylesheet Required

for BPA Templates
concurrent program. See:
Generating Stylesheets,
page 1-8.
Step 10 System Administrator Register data sources, Required for all nonseeded
page 1-9. data sources.
Step 11 System Administrator Synchronize flexfield Required if you use

content items, page 1-11. transaction flexfields.
Step 12 System Administrator Enable Assignment Required if you want to

Attributes, page 1-12. designate content items as
template assignment
attributes.
Step 13 System Administrator Create database views, Optional

page 1-12.

Step 14 System Administrator Register data source Optional

views, page 1-16.
Step 15 System Administrator Enable data sources, page Required if you use
1-10. supplementary data
sources.
Step 16 System Administrator Configure hyperlinks, Optional

page 1-19.
Step 17 Billing or accounting staff Create custom content Optional

items, page 2-7.
Related Topics
Bill Presentment Architecture Process Flow, page 1-2
Registering Attachment Categories

Use attachment categories to organize attachments. The default category is
Miscellaneous. Register additional document categories that are specific to Bill
Presentment Architecture (BPA).
To add additional categories for attachments, log in using the Application Developer
responsibility and navigate to Attachment Functions.
Query:
• Function Name: ARBPA_TM_REAL_PREVIEW
• User Name: Bill Management: Real Preview
Click Category and search and select a category.
Note: For information about working with categories, see: Overview of

Attachments, Oracle Applications Developer's Guide.
Configuring Profile Options

You can set up BPA profile options using the System Administrator responsibility in
Oracle Receivables.

• AR: BPA Attachment Update Enabled, page B-2
• AR: BPA Details Access Enabled, page B-3
• AR: BPA Print Attachment Category, page B-3
• HZ: Enable DQM Party Search, page B-3
Setting the BPA profile options is discussed in detail under Oracle Bill Presentment
Architecture Profile Options, page B-1.
Setting Grouping Attributes

If you use Oracle Service Contracts (OKS) as a supplementary data source and want to
display grouped transaction lines that originate in that application, then you must set
the INTERFACE_LINE_ATTRIBUTE1 column as AutoInvoice optional grouping
attribute in Oracle Receivables.
OKS passes the contract number to Receivables using this attribute. See: Using
Grouping Rules to Create Transactions, Oracle Receivables User Guide.
Related Topics
Selecting Content and Layout, page 2-4
Generating Stylesheets
When you install Bill Presentment Architecture (BPA), you must run the Generate
Stylesheet for BPA Templates concurrent program in order to be able to print
transactions and bills. This program generates an XSL stylesheet (.xsl-fo file format) for
all seeded templates. XML Publisher uses the stylesheet to format templates for
printing.
When you create a new template and set the status to Complete, BPA automatically
runs this program for you, to create the required stylesheets. Implementation is the only
time you must run the program manually. See Bill Presentment All Request Group,
page 4-1.
Note: If you want to use the new swan interface for an old template,
you need to Incomplete and Complete your templates again.
Related Topics

Registering Data Sources

To make content items and hyperlinks available for your template designers to include
in a template, you must register and enable the supplementary data source where the
content items reside.
Oracle Receivables and Oracle Receivables Balance Forward are already registered as
primary data sources in Bill Presentment Architecture (BPA) and enabled for use.
Oracle Receivables primary data source provides transactional billing data. Use the
Oracle Receivables Balance Forward primary data source to provide consolidated
billing information for a template. All other data sources are supplementary data
sources. Currently, BPA only supports registering supplementary data source for
Oracle Receivables. Other Oracle applications, such as Oracle Order Management and
Oracle Service Contracts, are registered in BPA, but you must first enable them for use.
If you want to use an application or other source that is not seeded in BPA as a source
of content items, then you must register and enable the source as a data source. You can
register any application that interfaces billing transactions to Receivables. Applications
that can be registered include Oracle applications, third party applications, and legacy
systems.
If you want a template to include a details page, then you must register a
supplementary data source and register a details page view to provide content items.
For more information on registering data source view see: Registering Data Source
Views, page 1-16. Only supplementary data sources associated with Oracle Receivables
templates can be registered in BPA.
Note: Templates for balance forward bills cannot have a supplementary

data source. For more information on entering details for consolidated
bills, see: Balance Forward Billing Templates, page 2-2.
When you register a data source, you provide the following:

• Data Source Name
• Data Source Description
• Data Source Level
• Interface Context
Prerequisite
• Define context field values for line transaction flexfield segments. You specify an
interface context for transaction flexfield segments using the Application Developer

responsibility. See: Oracle E-Business Suite Developer's Guide.
Selecting an Interface Context

When you register a data source, you select the interface context for the data source that
you want to register.
All transactions imported into Receivables via AutoInvoice have an interface context.
The interface context is the context field value for the transaction flexfield in the source
application. A source application, such as Oracle Order Management, uses the interface
context to identify each transaction.
BPA uses the interface context to synchronize the transaction flexfield. See:
Synchronizing Flexfield Content Items, page 1-11.
Note: A Bill Presentment Architecture (BPA) template with a

supplementary data source displays only those transactions, which
have the same interface context as the supplementary data source.
For more information about transaction flexfields and the interface context, see:
Transaction Flexfields, Oracle Receivables User Guide.
Enabling Data Sources

After you enable a data source, you can:
• Use the data source as a source of content items when defining templates
• Assign templates based on that data source to rules in Template Assignment
• Create hyperlinks by selecting transaction attributes from the data source.
To change the status of a data source, select a data source from the list of registered data
sources. From the list of values, select Mark as Enabled and click Go. After a data source
is enabled, you can view its details, but you cannot make any changes.
Note: The primary data sources will always appear enabled. Oracle
Order Management and Oracle Service Contracts must be enabled
before you can use them as supplementary data sources.
You can disable a data source at any time, with the exception of Oracle Receivables and
Oracle Receivables Balance Forward. You cannot disable these data sources because
they provide the basic transaction line billing information for Bill Presentment
Architecture.
You can update, synchronize flexfields, and delete a data source only if its status is
disabled. You can also view disabled data sources.

Warning: Do not disable a data source while creating or updating a
template, or while assigning templates to rules.
Viewing Data Sources

You can view the following information about a data source by clicking on the data
source name:
• The name, description, and interface context for the data source.
• Each view registered for the data source, including the technical view name and the
area where the view can be displayed.
• The templates that currently use content items from the data source.
When viewing a data source, you can sort its associated views by clicking on a column
heading. You can also drill down to view the details of the associated views, including
the database view name and the content items for the view.
Synchronizing Flexfield Content Items

If you want to display transaction flexfields on a bill, then you must synchronize the
transaction flexfield column information with Receivables transaction information. You
can do this before or after you register views from the data source, but only if the status
of the data source is disabled. To synchronize, select the content items to be available in
Template Management.
Note: You do not have to synchronize the flexfield content items for the
supplementary data source, Oracle Order Management. Content items
from this seeded application have already been synchronized with
Receivables.
For Oracle Service Contracts, only some content items have been
synchronized. You can synchronize additional flexfield content items
from this supplementary data source if you want to add them to a
template.
You can unsynchronize flexfield content items that are not used in a template. Content
items used in a template are grayed out. To unsynchronize a content item used in a
template, you must first remove the item from the template and disable its data source.
Prerequisites
• Register a supplementary data source, page 1-9
• Select an interface context, page 1-10
For each content item, BPA displays the column name, item name, and item display

label. The template item column lets you to select the content items to include in your
custom data source view.
Note: You can select the content items in Balance Forward Header view
as both template items and assignment attributes.
BPA creates a default description for each content item using the format <Data Source
Name>-Flexfield-<Item Name>. For example, the default description for the Amount
content item is:
Oracle Service Contracts-Flexfield-Amount
This indicates the data source of the content item and identifies the item as a flexfield
content item.
You can change the item display label on this page or in the Update Properties page.
Enabling Assignment Attributes

From the Configuration tab, you can designate content items from the Oracle
Receivables Invoice Header View, Balance Forward Header View or the header level
flexfield synchronization for supplementary data sources as template assignment
attributes by checking the corresponding check box. To make a content item unavailable
as a template assignment attribute uncheck it. Items currently in use as template
assignment attribute in rules will have grayed check boxes and cannot be updated.
Related Topics
Registering Data Sources, page 1-9
Updating Properties, page 2-7
Creating Database Views

To obtain billing data from a source other than the seeded ones, you must first register
the application (or other source) as a new data source in Bill Presentment Architecture
(BPA).
See: Registering Data Sources, page 1-9.
After registering new data sources, you must complete your BPA configuration by
creating any specific database views required, and then registering those views as data
source views in BPA. This lets you access additional billing information from the new
data sources.
Some database views from Oracle Receivables and seeded applications, such as Oracle
Service Contracts and Oracle Order Management, are seeded as data source views in

BPA. You can create other database views for these applications to provide any
additional data required, but you must then register them as data source views in BPA.
You can create as many views as you need for the Header and Footer display area. The
Lines and Tax display area and the Details Page display area may each have only one
view.
Tip: When creating a database view, consider the type of information

that you want the bill to display. When you later register the view in
BPA, carefully set up the parameters so that the view will retrieve the
correct information that you want the bill to display.
For example, suppose you create a view that will retrieve additional
information for display on a bill. When you register the view in BPA,
you might enter Transaction Number as the value for the Transaction
Attribute parameter to successfully return the additional information.
See: Selecting Parameters, page 1-17.
Create database views using a SQL query in the APPS schema.
SQL Template to Create a View for Lines and Tax Area

If you create a new database view to supply content items for the Lines and Tax area of
a billing template, then you must use the following SQL template to create the view.
Note: If you create a new database view for the Header and Footer or
Details Page display areas, do not use this template. Create a SQL
statement that will create a view for your requirements.
This template creates a view with the Receivables columns in the sequence required to
display billing lines in the Lines and Tax area. The view must include all columns from
CUSTOMER_TRX_ID to INTERFACE_LINE_ATTRIBUTE15. You can add additional
columns at the end of the query.
Use the following SQL statement to create a new database view:

CREATE OR REPLACE FORCE VIEW <User created line view name> as SELECT
lines.customer_trx_id customer_trx_id,
lines.customer_trx_line_id customer_trx_line_id,
to_char(lines.line_number) line_number,
lines.line_type line_type,
nvl(AR_INVOICE_SQL_FUNC_PUB.get_description(lines.customer_trx_line_id
),
lines.description) description,
to_char(nvl(lines.quantity_invoiced, lines.quantity_credited))
quantity,
uom.unit_of_measure unit_of_measure_name,
to_char(nvl(lines.unit_selling_price,0),fnd_currency.get_format_mask
(trx.invoice_currency_code,40))
unit_price,
to_char(lines.extended_amount,fnd_currency.get_format_mask
(trx.invoice_currency_code,40))
extended_amount,
lines.sales_order,
lines.uom_code,
trx.trx_number,
AR_INVOICE_SQL_FUNC_PUB.GET_taxyn (lines.customer_trx_line_id)
tax_exists_for_this_line_flag,
AR_BPA_UTILS_PKG.FN_GET_LINE_TAXRATE(lines.customer_trx_line_id)
line_tax_rate,
AR_BPA_UTILS_PKG.FN_GET_LINE_TAXCODE(lines.customer_trx_line_id)
tax_code,
AR_BPA_UTILS_PKG.FN_GET_LINE_TAXNAME(lines.customer_trx_line_id)
printed_tax_name,
lines.interface_line_attribute1,
to_char(nvl(lines.unit_selling_price,0)) unformatted_unit_price,
lines.ATTRIBUTE1,
lines.ATTRIBUTE2,
lines.ATTRIBUTE3,
lines.ATTRIBUTE4,
lines.ATTRIBUTE5,
lines.ATTRIBUTE6,
lines.ATTRIBUTE7,
lines.ATTRIBUTE8,
lines.ATTRIBUTE9,
lines.ATTRIBUTE10,
lines.ATTRIBUTE11,
lines.ATTRIBUTE12,
lines.ATTRIBUTE13,
lines.ATTRIBUTE14,
lines.ATTRIBUTE15,
lines.SET_OF_BOOKS_ID,

lines.REASON_CODE,
lines.QUANTITY_ORDERED,
lines.QUANTITY_CREDITED,
lines.UNIT_STANDARD_PRICE,
lines.SALES_ORDER_LINE,
lines.SALES_ORDER_DATE,
lines.ACCOUNTING_RULE_DURATION,
lines.ATTRIBUTE_CATEGORY,
lines.RULE_START_DATE,
lines.INTERFACE_LINE_CONTEXT,
lines.SALES_ORDER_SOURCE,
lines.REVENUE_AMOUNT,
lines.DEFAULT_USSGL_TRANSACTION_CODE,
lines.DEFAULT_USSGL_TRX_CODE_CONTEXT,
lines.LAST_PERIOD_TO_CREDIT,
lines.ITEM_CONTEXT,
lines.TAX_EXEMPT_FLAG,
lines.TAX_EXEMPT_NUMBER,
lines.TAX_EXEMPT_REASON_CODE,
lines.TAX_VENDOR_RETURN_CODE,
lines.GLOBAL_ATTRIBUTE_CATEGORY,
lines.GROSS_UNIT_SELLING_PRICE,
lines.GROSS_EXTENDED_AMOUNT,
lines.EXTENDED_ACCTD_AMOUNT,
lines.MRC_EXTENDED_ACCTD_AMOUNT,
lines.ORG_ID,
lines.GLOBAL_ATTRIBUTE1,
<Additional line column>,
< >
< >
FROM
mtl_units_of_measure uom,
ra_customer_trx_lines lines,
ra_customer_trx trx,
<Additional join table>
WHERE
trx.customer_trx_id = lines.customer_trx_id
AND trx.complete_flag = 'Y'
AND lines.uom_code = uom.uom_code(+)
and lines.line_type ='LINE'
and <Additional join condition>,
and < >

Related Topics
Registering Data Source Views, page 1-16
Registering Data Source Views

When you register a data source view, you specify the content items that will be
available for a specific display area of a bill. You must register views if you:
• Register a new data source for use with Bill Presentment Architecture (BPA)
• Want to use additional views in existing data sources as a source of content items
Before you can register a view, the status of the data source must be disabled.
To register a data source view:
• Select a display area for the view
• Select a database view
Note: BPA supports registration of one Lines and Tax data source
view, one Details Page data source view, and multiple Header and
Footer data source views.
• Select the content items to be available for creating templates
Prerequisites
• Register a data source, page 1-9
• Create database views, page 1-12
Selecting a View
To register a data source view for a data source, first identify the display area for the
view, and click Register.
Then, use the search function to find the database view that you want to use as a source
for content items. For each view, enter a description and display name for the view.
Create a display name that easily identifies the source of the content items that can be
selected from the view. Later, the template designer selects content items based on this
view's display name.

Selecting Parameters
You can set parameters to retrieve specific values from the view when a bill is displayed
at run time.
Select either Fixed Value or Transaction Attribute as a parameter type and click Go.
Then select a database column and enter a value for this parameter. You can repeat the
above steps to add more parameters.
For example, to have a view retrieve information associated with a particular customer,
you can select the Fixed Value parameter type and the BILL_TO_CUSTOMER_NAME
database column, and then enter the specific company name as the parameter value.
Or, to have a view retrieve information related to a transaction, you can select the
Transaction Attribute parameter type and the CUSTOMER_TRX_ID database column,
and then select the Transaction ID transaction attribute as the parameter value.
Available Parameters
For the Header and Footer, and Lines and Tax display areas, the available list of values
for the Transaction Attribute parameter type includes all content items in the Invoice
Header view of the Oracle Receivables data source, except for these attributes:
• Formatted Bill-To Address
• Formatted Remit-To Address
• Formatted Ship-To Address
• Outstanding Balance with Tokens
See: Oracle Receivables Content Items, page A-1.

For the Details Page display area, the available list of values for Transaction Attribute
parameter type includes:
• All content items in the Billing Lines view of the Oracle Receivables data source
• All content items in the Billing Lines view of the supplementary data source that
you are creating the view for.
Important: Ensure that you select proper parameters so that your

registered views for the Header and Footer display area return only
one row at run time. Even if a view returns multiple rows, the bill
will display only the first row.
Selecting Content Items from Views

From the list of columns in the Content Items section, select the columns that you want

to be available as content items during template design.
You can select or deselect column names only if the data source for the view is disabled.
The Oracle Receivables data source, however, is always enabled because it provides
transaction information to BPA. You can access views and update content items even
though this data source is enabled.
If a column name is already used as a content item in an existing template, then the
check box is grayed out. To make the content item unavailable for template design, you
must first delete the content item from all templates that use the content item. You can
then deselect the column.
For each column, you can modify the default item name and item display label. BPA
creates a description for each content item, using the following format:
Content item description = data source name-view display name-item name
The description appears in Template Management. It may be helpful to design a
naming convention for data sources, views, and content items that easily identifies
these components for your billing personnel.
Note: The Item Display Label can also be modified in Template

Management. See: Updating Properties, page 2-7.
If you checked the Assignment Attribute checkbox against a content item from the
Primary Data Source or header level flexfield content items from supplementary data
source, it will be available as a template assignment attribute while creating template
assignment rules.
Related Topics
Viewing Data Source Views, page 1-18
Viewing Data Source Views

You can view the content items that are available for a view in the View page. First,
open the View Data Source page by selecting a data source name. Then select the view
display name to open the View page. This page lists all items available in a view. Items
are shown as:
• Used in templates: Item is checked and check box is grayed out.
• Available for use in templates: Item is checked and check box is active.

• Not available: Item is not checked.
You can also access the View page by clicking the Views icon.
Related Topics
Registering Data Source View, page 1-16
Configuring Hyperlinks
The system administrator creates the hyperlinks that are available for a template
designer to associate with content items in a template. These hyperlinks are the
hyperlink addresses for the HTML pages that you can link to from an online bill.
• Give a name and description to each hyperlink. Pick a name for the hyperlink that
easily identifies the hyperlink for the template designer. For example, if you create
the hyperlink that links to your company home page, then you could provide a
name such as Company Home Page.
• Enter the URL address. At run time, Bill Presentment Architecture (BPA) will
automatically add the server name and port number to the beginning of the
address.
If the hyperlink is linked to another Oracle application, you don't have to enter the
full address. Otherwise, you must enter the full address.
You can also enter parameters for the hyperlink address.

• To add a fixed value parameter, such as country=us click Add Another Row under
Fixed Values. Enter the name and value for the parameter.
• To select a transaction attribute, specify a data source level, data source and view.
Click Add Another Row and search for the attribute you want to add. Select the
Encrypt check box if you want to prevent external users from accessing to your
internal web pages.
For information on associating hyperlinks to content items, see: Updating Properties,

page 2-7.
Warning: If you associate a hyperlink to the Item Description content

item in the Lines and Tax area, then you will override the default links
that BPA automatically provides. The links from grouped transaction
lines to transaction lines and from transaction lines to transaction
details will no longer be functional.

Note: You can associate a hyperlink with a transaction attribute only to
a content item of the same data source view. Hyperlinks with fixed
value parameters, however, can be associated with any content item.
BPA provides four seeded hyperlinks that you can associate with content items:
• Oracle Header Level Sales Order link
• Oracle Lines Level Sales Order link
• Oracle Applied Transaction Number link
• Oracle Transaction Number Link
Related Topics
Creating a New Template, page 2-2

2
Template Management

• Template Management
• Balance Forward Billing Templates
• Creating a New Template
• Modifying Templates
• Uploading External Templates
Template Management
Use Template Management to create, update, and manage templates to present bills
online and for printing. Using the icon tools, you can graphically:
• Create templates, page 2-2
• Modify templates (duplicate and update), page 2-11
• Create custom content items, page 2-7
• Format text and layout, page 2-7
• Upload external templates, page 2-12
• Preview templates using existing customer transactions, page 2-9
• Delete templates
Related Topics
Modifying Templates, page 2-11
Template Management 2-1

Uploading External Templates, page 2-12
Balance Forward Billing Templates

Balance forward billing lets you track transactions that have occurred in the current
billing period, together with any unpaid transactions from the previous billing period.
The balance forward bill shows the previous balance carried over from the last billing
period, payment received, current charges and activities, and current total outstanding
balance. To create a balance forward template, select Balance Forward Billing as the
primary data source and choose an appropriate format to suit your billing needs.
Balance forward templates do not use a supplementary data source.
Related Topics
Creating a New Template

Bill Presentment Architecture (BPA) guides you through the steps to create a new
template by displaying a series of "train stations" that show you where you are in the
process.
1. General Information, page 2-2
2. Primary Page Design, page 2-4
3. Details Page Design, page 2-8
4. Print Setup, page 2-8
5. Preview, page 2-9
At the end of the process, you save and complete the template. See: Saving and
Completing Templates, page 2-10.
General Information
To create a new template, enter the general information for the template, such as
template name and template description. Based on your primary data source selection
the remaining fields to fill will differ. If you select Oracle Receivables as the primary
source of billing data for your template, then select the transaction class. You can create
a template for invoices, credit memos, debit memos, guarantees, chargebacks, or

deposits.
You can select one supplementary data source, such as Oracle Order Management,
Oracle Service Contracts, Oracle Projects, other Oracle application, or a third-party
application, from the list of enabled data sources registered with your installation. You
can select a supplementary data source only for templates with a transaction class of
invoice, credit memo, or debit memo.
If you want to create a details page, then you must select a supplementary data source
with a registered details view. The available content items for the details page are
drawn from the supplementary data source application.

You can format tax amounts on a bill based on the tax printing method selected in
Receivables, or you can design a custom tax format.
• If you select the Oracle Receivables Tax Printing Option, then the tax amounts
displayed on a bill are formatted according to the customer's tax printing format
selected in Receivables to print tax amounts on invoices. See: Tax System Options,
Oracle Receivables User Guide.
You cannot customize or modify these tax formats in Template Management.
• If you select Custom, then you can select and format the tax-related content items to
display tax information on a bill. BPA ignores the customer's tax printing option
selected in Receivables.
You can add tax items to the Billing Lines section of the Lines and Tax content area,
include a summarized tax table below the lines, and display itemized tax by lines.
The tax content items available are:
• Inclusive Flag
• Tax Code
• Tax Extended Amount
• Tax Name
• Tax Precedence
• Tax Rate
• Taxable Amount

Note: You must include either Tax Code or Tax Name but not
both content items.
See: Selecting Content and Layout, page 2-4.
If you select Oracle Receivables Balance Forward as the primary data source or when
you upload an external balance forward bill, transaction classes and tax formats cannot
be specified. Also, the supplementary data source is set to None. Select between
Summary or Details Format; Summary to view a summary of all transactions and Detail
to view detailed information of all transactions.
Note: The Transaction Class and Tax Format fields will disappear if
you selected Oracle Receivables Balance Forward as your Primary data
source.
Primary Page Design

To design the primary page of the template, you begin with three blank content areas:
Header, Lines and Tax, and Footer. Use the icons to create the desired layout.
• You can divide the Header and Footer content areas, horizontally and vertically,
into numerous content areas. You should create a content area for each logical
group of content items that share the same format.
Within the Header and Footer content areas, content areas can be moved, swapped,
or duplicated. If you duplicate or move one content area to replace another content
area, then the action replaces any existing data in a content area and leaves the
original area blank.
• The Lines and Tax content area, which displays the billing transactions and tax
information, is a single content area that cannot be split into additional content
areas.
The Lines and Tax content area is formatted as a table, where the selected content
items are the columns, and each billing line is a row. For information about the
display options available for billing lines, see: Selecting Content and Layout, page
2-4.
Selecting Content and Layout

For each content area, use the Select Content and Layout icon to choose content items
and the layout format. Available content items are filtered by data source and view, and
include predefined as well as custom content items. Transaction flexfield content items
are available in the list of items for the supplementary data source. The description,
including its source, displays for each content item.

To include an item in a content area, move it from Available Content Items to Selected
Content Items and arrange the order in which it appears.
For each content area in the Header or Footer areas, you can select the layout type to
format the appearance of the content items. You can format content items to appear as a
single column, double columns, rows, or tables. You can include or hide item labels. To
format properties, such as bold type, of a content item or its label, see: Updating
Properties, page 2-7.
Select the items to appear in the Lines and Tax content area. If your primary data source
is Oracle Receivables Balance Forward, the lines and tax view will depend on the value
(Summary or Detail) you chose in the format field. The line and tax content area
contains the billing lines and optionally tax for those items. This area cannot be divided
into multiple content areas. The selected content items are displayed in a table, with the
first item in the Selected Content Items box displayed in the first column. Column
width is dynamically controlled based on column label text for the online bill. Columns
are initially proportioned equally for the printed bill, but can be reset. See: Updating
Note: For the Lines and Tax area, you must include the Item
Description content item. You use this content item to drill down from
parent lines to child lines, and from billing lines to detail lines. If you
add another hyperlink to this content item, it deletes the functionality
for grouping, drilldown, and details page.
Transaction Description content item will be an optional item.
For billing lines, you have the following display options:

• Sequence Number: Check this box to automatically display sequence numbers for
grouped transaction lines. If unchecked, then no numbering is displayed.
BPA assigns numbers to grouped transactions sequentially (1, 2, 3, and so on). The
second-level transaction lines that make up each grouped transaction line are also
sequentially numbered; BPA appends each second-level transaction line's sequence
number to the top-level sequence number (1.1, 1.2, 1.3, 2.1, 2.2, and so on).
This option is available only for templates that use Oracle Service Contracts as a
supplementary data source.
Note: You can also display a line number if you include the
Receivables content item, Line Number, in the Lines and Tax area.
If you display Line Number, then the numbers will correspond to
the item numbers in Receivables and may not be in sequential
order if line items are grouped, or if the order of the items is
changed.
• Itemized Tax by Line: Check this box if you are using a custom tax format and

want to itemize tax by transaction line. Itemized tax information for each eligible
line will appear below its associated billing line. Itemized tax lines show the
description column, amount column, and any tax-related content items that were
selected for the Billing Lines section when you created the template.
Grouped billing lines, available for Oracle Service Contracts, will have grouped
itemized taxes.
This option is not available for registered data sources that have user-defined Lines
and Tax data source views.
• Summary Lines: Check this box if you want to display summarized transaction
lines. Grouped lines are presented in the Lines and Tax area of the primary bill
page.
This option is available only for templates that use Oracle Service Contracts as a
If you choose to display summarized transaction lines, customers can drill down to
the child lines using hyperlinks in the Item Description column on the online bill. If
you want to include child lines on printed bills, select the With Child Lines Printed
box.
From a grouped billing line, you can link to the transaction lines that make up the
group. From a transaction line, you can link to billing details available on the details
page of a bill.
Grouped lines and their child lines share the same format and content items.
Note: You can also add hyperlinks to any attribute on a bill to

enable your customer to further research billing details. See:
Updating Properties, page 2-7.
If grouped lines are not available, or if they are available but the check box is not
selected, then Bill Presentment Architecture (BPA) presents the transaction lines,
not grouped transaction lines, as the top level of billing lines.
Note: BPA supports grouping, drilldown, and inclusion of data

from multiple data sources only for bills created after
implementing BPA. Bills created before your BPA implementation
can be presented using default templates or assigned templates, but
will not support any hyperlinks for grouping or drilldown. Data
fields for content items from data sources other than Receivables
will show no data.
• Summarized Tax: If you want to display a separate table with summarized taxes in
the Lines and Tax content area, then select content items in the Summarized Tax
section. Tax amounts are summarized based on either Tax Code or Tax Name. You

must include one of these content items but not both. Summarized tax information
is displayed below the lines table in the Lines and Tax area as the total tax amount
for all billing lines on the bill.
This section is available only for templates that use the Custom tax format.
Creating Custom Content Items

You can create custom content items for inclusion in templates. A custom content item
can be a message or an image. For example, you can create a message telling your
customers how to contact customer service, or an image of your company logo.
Note: You can use custom content items only in the Header and Footer
areas of a template.
Enter a unique name, and optionally a description and display label, for each new
content item. The display label will appear on the template.
You can select a hyperlink name, if you want to provide a link from the content item.
You can associate custom content items only with hyperlinks with fixed parameters.
These hyperlinks cannot contain transaction attributes from a transaction data source.
Enter the message, or browse and locate the image file name that will appear on the
template. Your system administrator must create the image file and save it to the
OA_MEDIA virtual directory.
Updating Properties
Select the Update Properties icon to change the format properties of a content area. You
can:
• Adjust the amount of white space that appears in a content area between the border
of the area and the content items. The default is 0 pixels, but you can change it to
any number to increase the white space.
• Display content item display labels and data in bold or regular type.
• For the Lines and Tax area and any area using the Single Row layout, specify the
column width for each content item on the printed bill. The total for all columns
must equal 100% or less.
When you add content items to a new template, BPA proportions the column
widths equally. You can reset them to format the printed bill according to your
specifications. If you later add a content item, the column width for the new item is
set to zero. Columns with zero width will not show on the printed bill. You must
reset the widths for the columns so that every column has a width greater than zero
and the total width equals 100% or less.

Note: For online bill presentation, BPA dynamically sets column
widths based on the length of the column label and text displayed.
• The item value style is not available for the Attachment content item or for any
custom image item.
• Rename content item display labels and group labels, or delete all text so the labels
do not appear on the bill.
• Add or remove a hyperlink associated with a content item.
Note: The content item and its associated hyperlink must have the
same data source view.
Details Page Design

During the third template design step, you optionally select the contents for the details
page. Details Page is available for invoices or for balance forward templates. You can
include a details page if you specified a supplementary data source with a registered
details page view or for balance forward billing templates with summary format.
If you select content items for the details page, then a user can click a hyperlink that
appears in the Item Description column of the Lines and Tax area of the online bill to
view detail information for the billing line. You must also set the AR: BPA Details
Access Enabled profile option to Yes. See: Bill Presentment Architecture Profile Options,
page B-1. Select the Display on Printed Bill option to include child lines on printed
bills.
Click the Update Properties icon and specify the column width for each content item on
the printed bill. The total for all columns should equal 100% or less. You can also
change content item display labels and add hyperlinks.
Select the Display on Printed Invoice box if you want to include the details page with
the printed bill.
If you are not including a details page in your template, then BPA skips this step.
Print Setup
For printed bills, enter the information for the layout of the printed bill in the Print
Setup step. In this step you can select one of the default layouts, which are based on
standard envelope sizes, such as legal or letter. You can also customize a layout by
modifying the page and layout dimensions. You cannot modify the unit of measure for
the dimensions in Print Setup.

Note: To create custom page setups that can be selected in Template
Management or modify units of measure, see: Creating and Updating
Page Setups, page 4-3.
Select the font, font size, and page number location.

Select the format for the header and footer regions. You may display the Primary
Header on the first page only, on every page, or choose to create and show a Secondary
Header on all primary pages except the first page. You can choose to show the Footer
on every primary page or just the last page. These secondary header and footer options
apply only to primary pages, not detail pages.
To create a Secondary Header, you can select content items and layout or you can
duplicate the Primary Header and update its properties to easily set up the second
header format.
Preview
The last template design step involves previewing the final template. BPA displays the
template as it will appear online to the end user, populated with "XXXX" where actual
transaction data will appear. If changes are required, then go back and make the
necessary corrections.
You can also view a template as an online bill or printed bill with real customer data by
selecting the Interactive Preview icon for a specific template on the Templates page.
This icon is available for templates with a status of Complete or Incomplete.

Note: To preview templates created from external files, use the

Interactive Preview icon in External Templates.
Search the list of available transactions and select one to preview. Based on user
responsibility assigned, you can search for transactions on multiple operating units.
Only transactions with the same supplementary data source as the template will be
available. If you select Online Preview, a secondary window opens to present the
transaction as a bill formatted by the template, just as a customer would see it using
Receivables, iReceivables, Collections, or other calling application. Additionally, the
presented bill has working drilldown and hyperlinks.
If you select Print Preview, BPA generates a PDF file with standard PDF functionality,
for review. You can also select one or more transactions in the Interactive Preview
window and choose to print them. Template assignment rules are not used for this print
request and the Print status flag in Oracle Receivables is not updated. To monitor your

print requests, go to the Requests page in Print Management.
Review the content and layout to verify that the template format is acceptable. Test the
drilldown and hyperlinks using Online Preview to verify that they work properly.
Saving and Completing Templates

When creating or updating a template, you can save your work at any point during the
process by clicking Save. This action saves the template and lets you continue working
on the page. It does not change the status of the template.
You can also click Finish at any time which will save your work and exit you from the
Create or Update process.
When you are satisfied with your template design, click Finish to save your work and
exit the template design process.
A template can have a status of Incomplete or Complete.
• You can modify, update, preview, duplicate, or delete a template that has a status of
Incomplete, but the template cannot be assigned to customers and used to present
bills online.
• You cannot update or delete a template that has a status of Complete.

Completing a template is a separate step and should not be done until the template
design process is finished, and you have previewed and tested the template with
real data.
You can change the status of a template at any time.
Note: You cannot change the status of default templates to

Incomplete.
Note: Only templates with a status of Complete can be assigned to

a rule in Template Assignment.
Related Topics
Oracle Bill Presentment Architecture Profile Options, page B-1
Interactive Preview for External Templates, page 2-13

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.
Bill Presentment Architecture (BPA) provides nine default templates:
• Default Chargeback Template
• Default Credit Memo Template
• Default Debit Memo Template
• Default Deposit Template
• Default Guarantee Template
• Default Invoice Template
• Default Oracle Service Contracts Invoice Template
• Default Balance Forward Summary Template
• Default Balance Forward Detail template
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 are duplicating a Balance Forward template, you cannot change primary and
supplementary data source; however, you can change the format between summary
and detail.
If you duplicate an existing template and change the transaction class to chargeback,
deposit, or guarantee, content items specific to a supplementary data source are
removed. Templates for these transaction classes do not use supplementary data
sources.
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.
Related Topics

Uploading External Templates

You can upload external files to be used as billing templates for printed bills including
balance forward bills, instead of creating a new template. External templates can be any
PDF or RTF file. You can upload multiple language versions of the file as needed for a
single template. You can upload external files for templates for either summary or detail
balance forward bills, but you cannot use an external template to create grouping or to
drill down from summary to detail information. After uploading the file, you must map
each field name in the template to a content item from a data source view in Bill
Note: External templates can be used for printed bills only. You cannot
modify the layout of these templates in BPA Template Management.
You can assign external templates in Template Assignment.

Follow XML Publisher guidelines when creating a file to be used as an external
template in order to have fields that can be mapped in BPA to content items. For
instructions on how to create a file that will be accepted by BPA, see: Oracle XML
Publisher User's Guide.
General Information
Enter a name and description for the template as the first step in uploading an external
file and select a primary data source. Select a supplementary data source if applicable.
Select the template file type. You can upload only files in PDF or RTF formats.
You can update the general information for existing external templates. If you change
the template type, BPA deletes all mapping information and you must re-map field
names to content items for the template. If you change the supplementary data source,
the mapping to content items from the supplementary data source is lost, but the
mapping to content items from Oracle Receivables is maintained.
File Upload
Add the files you want to upload for this template.
If your environment runs multiple languages, you can add one version of the template
for each language installed. Field names must be the same across language versions in
order for mapping to work successfully. When printing bills, BPA selects the
appropriate template file based on the language associated with the customer's address.
Click Browse to locate the file to upload and enter the language for the file.

You can also update or remove files for a template. If you remove all the files for a
template, the mappings are lost and you must re-create the template entirely. If you
delete files but retain at least one file, the content mappings will still exist for the
template.
Item Mapping
To enable BPA to use your external file as a billing template, map the field names from
the uploaded file to available content items in the data source views in BPA.
You can also display itemized tax for each billing line, if available from a
For balance forward billing, depending on the format you select for your template, you
can map field names to content items in the Oracle Receivables Balance Forward
Summary Billing Lines View or the Oracle Receivables Balance Forward Detail Billing
Lines View. You cannot map to content items in supplementary data source views for
balance forward billing templates.
As with other templates, any content items added in Configuration, will be available for
mapping to external templates field names. You must unmap a content item associated
with an external template field name before you can delete it in the Configuration tab.
Review
Finally, review the item mapping for your uploaded template. The Review page shows
the mapped content items grouped by bill sections, header and footer, and lines and
tax. It also displays field names that are mapped to content items. Unmapped items
have null values.
Interactive Preview for External Templates

You can preview how an external template presents a bill using actual transactions from
Oracle Receivables by selecting the Interactive Preview icon for the template.
Note: You can preview external templates only from External

Templates. To preview other templates, go to Templates.
You can select one or more transactions to print from the interactive preview. Only
transactions with the same supplementary data source as the template will be available.
The print flag will not be updated in Receivables, and the preview feature does not use
template assignment rules to assign the template to the bill. BPA uses the template you
selected to preview to format the transaction for printing, not the template assignment
rules. Monitor your print requests on the Requests page in Print Management.
Note: The Interactive Preview button is enabled only if you have

uploaded an external template. If you upload an external template but
not for the bill to language of the invoice, the checkbox for the
transaction is disabled.
Related Topics
Selecting Content Items from Views, page 1-17
Registering Data Source Views, page 1-16

3
Assigning Templates

• Assigning Templates
• Default Rule
• Creating a New Assignment Rule
• Assigning a Template to a Rule
• Reordering Rules
• Viewing Online Bills
• Viewing Attachments
Assigning Templates
Bill Presentment Architecture (BPA) uses rules to determine which template to use to
display online or print a bill. When you define a rule, you specify one or more criteria
for content item values. You can create different rules to assign templates to present
online bills and printed bills.
Each criteria contains:
• Attribute Name: An LOV of content items based on selections made in the Header
and Footer display area from the primary or supplementary data source. For details
on selecting a content item as an assignment attribute, see Selecting Content Items
from Views, page 1-17.
• Condition: A matching state such as equals, is greater than, greater than or equal to,
less than or is less than or equal to.
• Value: A user-defined value that occurs on your transactions for the content item
selected as the attribute. You can select a value from the list of values, or enter a
value.
Assigning Templates 3-1

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.
For example, for ABC Company:
• If the Bill To City value on the invoice is Seattle, then you want to use Template
ABC1.
• If the Bill To City is any city other than Seattle, then you want to use Template
ABC2.
To do this, you can define one rule called ABC-Seattle, as shown in the following table,
and assign it to Template ABC1:
Attribute Name Condition Value
Customer equals ABC Company
Bill To City equals Seattle
You define a second rule, shown in the table below, called ABC and assign it to
Template ABC2:
Attribute Name Condition Value
Customer equals ABC Company
When you order the rules, list ABC-Seattle before the ABC rule.
Related Topics
Creating a New Assignment Rule, page 3-3
Assigning a Template to a Rule, page 3-5
Reordering Rules, page 3-7
Viewing Online Bills, page 3-8
Default Rule
BPA provides default rules that assign the default template by Transaction Class or
Format depending on the primary data source selected. For example, it assigns the
Default Invoice Template to present invoices. If no rule matches attributes and content
item values, it applies one of the two default rules based on your primary data source

selection:
• Default Transaction Rule: The Default Transaction Rule applies if you selected
Oracle Receivables as your primary data source and BPA uses the default template
to present the bill. This is true for transactions for all supplementary data sources.
• Default Balance Forward Rule: The Default Balance Forward Rule applies if you
selected Oracle Balance Forward Billing as your primary data source. BPA applies
this rule and assigns the Default Balance Forward Summary Template or Default
Balance Forward Detail Template depending on the choice of Format.
Note: If BPA does not find a match in any of the rules for a transaction
with a supplementary data source other than None, then it reviews the
rules associated with the supplementary data source None until a
match is found.
You cannot update the Default 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.
Creating a New Assignment Rule

You can create as many rules as you need to assign templates to transactions. Each rule
can be composed of one or more attribute matching criteria. You can specify that a bill
must match at least one attribute criteria, or must match all criteria, in order to be
displayed by the template associated with the rule.
You can create a rule for any enabled data source. You must select a supplementary
data source or select None.
To create a new rule:
1. Enter the name, description, and supplementary data source.
2. Next, select the order the rule will be applied. You can create different rule order for
online and printed bills.
Note: If you are adding the first rule for a data source, the Rule
Order section will not be displayed.
3. Next, select matching criteria. See Selecting Attribute Matching Criteria, page 3-4.
4. Finally, assign a template to the rule. See Assigning a Template to Rule, page 3-5.
To change the order in which the rules are applied, see: Reordering Rules, page 3-7.

Tip: Create a default assignment rule for each supplementary data
source that you use in BPA. Do not add any attributes to the rule.
Assign a generic or default template to the rule. The default rule will
apply when no other rules match.
Note: If you create a rule for supplementary data source None, then
order it before the Default Rule. If the rule for the supplementary data
source None follows the default rule, it will never be invoked to assign
a template.
Selecting Attribute Matching Criteria

For a rule, you can set up matching criteria for one or more attributes. You can specify
that all conditions of the rule must be met in order to assign a template to transactions
or that the rule will assign a template if any condition is matched.
Important: You must have designated content items to be used as

assignment attributes in a previous step. See: Enabling Assignment
Attributes, page 1-12.
Select an attribute from the Add Attribute list of values and click Go. BPA filters the list
of available conditions for the selected attribute. Next, select the condition for the rule.
For information about selecting matching conditions, see Selecting Conditions for Rules,
page 3-4.
Then, add the attribute values for the rule. Depending on the type of attribute used in
the rule, you can select a value from a poplist, use the flashlight to search for an
attribute value, or enter a value. For attributes with numerical or date values, such as
Billing Date or Outstanding Balance, enter a value.
Selecting Conditions for Rules

When you set up the matching criteria for an attribute in a rule, you can select the
condition for which a template is used to display or print bills. The condition must be
met for a specified attribute that appears as a content item on your bills. The matching
conditions available are:
• Equals: Use this condition to match alpha or numeric values exactly, such as
Operating Unit equals Vision Brazil.
• Greater than, greater than or equal to, less than, and less than or equal to: Use
these conditions to match numerical and date values, such as Total Amount greater
than or equal to $2500.00 or Billing Date less than 1-MAY-2004. This condition can be
used to match alpha values, but it is not recommended.

• Starts with: Use this condition to match attributes that begin with the same value,
so you don't have to create multiple rules using the equals condition. For example,
if you bill several companies affiliated with Business Inc., you can set up a matching
criteria, Customer Name like Business to assign the same template to all the related
companies. BPA assigns the template for this rule to all customers starting with
Business, such Business East, Business North, and Business West.
This condition cannot be used to match numerical values.
• Contains: Use this condition to match attribute values that share a word or phrase.
For example, if you want to assign a template to all customers with Business as part
of the company name, you can set up a matching criteria, Customer Name contains
Business. BPA assigns the template for this rule to all customers that have Business
as part of the company name, such as Business World, World of Business, and
International Business Corporation.
This condition can be used to match alpha values.
Related Topics
Assigning a Template to a Rule

Select the templates that the rule applies to from the list of assigned templates. You
must assign a template for at least one transaction class.
There is a tab for each transaction class. BPA filters the available templates based on the
supplementary data source, transaction class, and presentment type you select. Since
deposits, guarantees, and chargebacks have no supplementary data source, BPA does
not display these tabs for rules with a supplementary data source other than None.
Important: For balance forward billing templates you do not choose a

transaction class and hence no separate tabs will be seen on screen for
balance forward rule.
You can assign the same template for both online and printed bills, or you can assign
different templates. To assign the same template for printed bills, select the Duplicate
Assignment for Printed Bill option. The list of templates available for the printed bill
includes external templates.
When you assign a template to a rule, you enter a range of transaction dates. The bill
creation date corresponds to the date when the transaction was created in Receivables.

• A bill creation date must be January 1, 1970 or later.
• Bill creation dates cannot overlap within a rule. For example, if you assign two
templates, Template A and Template B, to a rule, then the bill creation dates for
Template A cannot overlap the bill creation dates for Template B.
• The Bill Creation From date must be earlier than or equal to the Bill Creation To
date.
Note: To assign a template to a rule, you must first click Add

Another Row.
When you are assigning templates to rules, remember the following important points:
• Only templates with a status of Complete can be assigned to a rule.
• For each rule, you must assign at least one template for Online Bills or at least one
template for Printed Bills.
• Rules that do not have an assigned template will not be available in the shuttle
boxes for Reorder Assignment Rules. For example, if a rule has a template assigned
for only Printed Bills, it will not appear in the Online Bill reordering box.
• If a template is already assigned to a rule and you change the template's status to
Incomplete, then the template will no longer be available for assignment. You must
reassign a template with a status of Complete to the rule.
• If you change the data source for a template that is already assigned to a rule, then
the template will no longer be available for assignment.
• You cannot delete a template that is assigned to a rule.
• A rule, and the templates assigned to it, must have the same supplementary data
source.
Related Topics

Reordering Rules
BPA applies rules based on the rule order that you define for each supplementary data
source. The assignment engine in BPA begins with the first rule and searches until it
finds a match. You can change the order of the rules at any time.
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 Primary Data Source of the rules to reorder and click
Reorder Rules available on the Assignment Rules page. Use the shuttleboxes for online
bills and printed bills to change rule order. The Supplementary Data Source LOV will
be set to None in case of a Balance Forward Billing template. If an external template is
assigned to a rule, then the rule appears only in the Print Bill Available Rules
shuttlebox.
Note: If you register a supplementary data source that has the same
interface context as a seeded data source, then BPA will apply the rules
created for the custom data source before the rules associated with the
seeded data source.
In other words, the assignment engine will review the list of rules for
the custom data source before reviewing the rules for the seeded data
source. The rule order for each data source, however, will still apply.
Note: Only rules with assigned templates appear in the reordering

shuttleboxes
Note: If you create a rule initially only for online bills, but later update
the rule to apply to printed bills also, the rule is placed at the bottom of
the list of rules for printed bills. You can change the rule order using
the Reorder button. This is true also if you initially assign a rule only
for printed bills and later assign the rule for online bills.
Related Topics

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 Bill Presentment
Architecture (BPA) determines which template to use to display the bill.
When viewing a bill, all the features and functionality of BPA's Interactive Preview,
such as drilldown to transaction details, or iReceivables, such as creating a dispute,
printing bills, or making a payment, are available to the user.
To learn more about iReceivables, see: Oracle iReceivables Implementation Guide.
Related Topics
Preview, Creating a New Template, page 2-9
Bill Presentment Architecture Profile Options, page B-1
Viewing Attachments
Use attachments to let internal users and external customers attach and view
documents on online bills. An attachment document can be an image or data file,
hyperlink, or text. To include an attachment, add the Attachment content item to a
template. This content item is available only for the Oracle Receivables Invoice Header
data source view. Add this content item to the header or footer of a template.
When adding an attachment to a transaction, select the document category, or add
additional categories for attachments specific to BPA. See About Attachments, Oracle
Applications User's Guide.
You can control whether users can view, or view and update, attachments by setting the
AR: BPA Attachments Update Enabled profile option.
Related Topics
Printing Attachments, page 4-3
Registering Attachment Categories, page 1-7

4
Print Management

• Print Management
• Submitting Print Requests
• Creating and Updating Page Setups
Print Management
Use the Print Management tab to generate printable transactions in Bill Presentment
Architecture (BPA). You can print a single transaction or a batch of transactions. You
can also print BPA transactions from Forms-based applications such as Oracle
Receivables.
When you create a template, you assign a page setup that determines the page size,
margins, and font used for the printed transaction.
When you run a print request, BPA generates a PDF file for each group of transactions,
which is stored as the output file of the print request concurrent program.
Note: BPA also generates a PDF file for a bill when you click Print in
Interactive Preview for a template.
Bill Presentment All Request Group

The Bill Presentment All request group is associated with responsibilities for Bill
Presentment Architecture (BPA) and contains two concurrent programs:
• BPA Transaction Print Program: This program launches one child print program
for each print job instance requested. The child program generates a PDF file for
each transaction to be printed.
The transaction print program provides an additional parameter for Invoice Print
Print Management 4-1

Master Program that allows users to specify the locale used by XML Publisher.
XML Publisher uses this parameter to decide number and date format. If an item is
not formatted at data source level, XML Publisher will format it based on this locale
as well as the format information in the template. If this parameter is not passed,
BPA will look for the language of the bill to site and convert it to locale and use that
information.
If you want to use an Oracle Receivables responsibility to run the BPA Transaction
Print Program, then add this program to the AR request group for the
responsibility. For further information see: Oracle Applications System Administrator's
Guide.
• BPA Balance Forward Print Program: This program launches a child print program
for each balance forward bill print job requested.
• Generate Stylesheet for BPA Templates: This program runs automatically when
you change the status of a template to Complete. It generates XSL formatting object
files (.xsl-fo) that contain PDF formatting information used for printed bills.
You must run this program manually when you install BPA. See Generating
Stylesheets, page 1-8
Related Topics
Submitting Print Requests, page 4-2
Creating and Updating Page Setups, page 4-3
Submitting Print Requests

Select the parameters for your print request.
When the BPA Transaction Print Program or BPA Balance Forward Print Program runs,
it launches one or more child programs, depending on the number of transactions to
print. Based on your responsibility, you can submit print request of transactions across
operating units you have access to. The child program generates one PDF file for each
group of transactions and stores it as the output file of the concurrent program. You can
direct this file to a designated printer, using the standard functionality available for
concurrent programs. You can view this file at any time and reprint it manually.
For a print request, you must specify at least one of the following parameters:
• Operating Unit
• Customer Number Low
• Customer Number High
• Bill To Site Low

• Bill To Site High
• Bill Number Low
• Bill Number High
• Concurrent Request ID
• Print Template
BPA launches a number of child programs based on the number of transactions to print.
A new concurrent program parameter Job Size lets the user define the number of
transaction to print per child program. The default value is 500.
For example, if there are 1000 transactions to print, by default BPA launches two child
programs, each with an output file of 500 transactions. This may be altered by user to
print all 1000 transactions in one single print program.
Printing Attachments
To print attachments while printing a transaction specify a document category in the
AR: BPA Print Attachment Category profile option. You do not need to add the
attachment content item to a template in order to print an attachment. When a
transaction prints, any associated attachments in the specified document category prints
automatically. This applies to templates created in BPA as well as external templates.
Attachments must be in PDF format. For further details, see AR: BPA Print Attachment
Category, page B-3 and Registering Attachment Categories, page 1-7.
Related Topics
Creating and Updating Page Setups, page 4-3
Bill Presentment Architecture Profile Options, page B-1
Creating and Updating Page Setups

Use Page Setup to create new page setups or update existing setups. A page setup
specifies the page layout parameters for printed bills, including page margins, paper
size, font, font size, and the placement of the page number. When you create a template
in Template Management, you assign a page setup to format transactions printed using
that template.
Seeded page setups include A4, Legal, and Letter. You can modify seeded page setups.
If you modify a page setup in Print Management, your modifications replace any earlier
parameters for the setup. New templates created after your page setup modifications
will reflect the modified setup. Existing templates will not change.
Print Management 4-3

You can also modify page parameters in Template Management, but your changes will
not be saved permanently for the page setup. Your changes affect only page setup for
the template using the page setup you modify.
Related Topics
Submitting Print Requests, page 4-2

5
Page References

• Bill Presentment Architecture Page References
• Template Management Page Reference
• Template Assignment Page Reference
• Print Management Page Reference
• Configuration Page Reference
Bill Presentment Architecture Page References

This section provides a brief description of some common fields throughout Bill
For additional field descriptions, you can also refer to page-specific references:
• Template Management Page Reference, page 5-3
• Template Assignment Page Reference, page 5-4
• Print Management Page Reference, page 5-5
• Configuration Page Reference, page 5-5
Common Field References

Content Item: A content item is a data attribute selected from a data source, such as
Receivables, that can be placed in a content area of a template.
Data Source Status: A data source can be enabled or disabled for use with a template.
Data Source View: A data source view is a database view that has been registered in
BPA. BPA displays a name for each data source view by concatenating <data source
name>-<view display name>. See: Registering Data Source Views, page 1-16.
Page References 5-1

Details Page: A page that contains supporting billing information for a billing line
shown in the Lines and Tax area of a bill. Users drill down to the Details Page using a
link in the Description column of a billing line. A Details Page view must be registered
for the supplementary data source in order for a template to display a Details Page.
Display Area: The area on a template where each data source view returns content
items for display. BPA has three display areas: Header and Footer, Lines and Tax, and
Details Page.
Fixed Values: A parameter for a hyperlink, that returns one value. See: Configuring
hyperlinks, page 1-19.
Footer:One of three predefined content areas of the primary page of a bill template. You
can split the Footer into multiple content areas. You can add any Header and
Footer-related content items to the Footer content areas. The same content items
available for the Header content areas are available for the Footer content areas. See:
Defining Templates, page 1-3.
Information most commonly displayed in the Footer content area includes total charges,
balances, aging, and messages. For a list of available content items, see: Content Items,
page A-1.
Header:One of three predefined content areas of the primary page of a bill template.
You can split the Header into multiple content areas. You can add any Header and
Footer-related content items to the Header content areas. The same content items
available for the Header content areas are available for the Footer content areas. See:
Defining Templates, page 1-3.
Information most commonly displayed in the Header content area includes company
logo, addresses, customer information, shipping information, and general billing
information. For a list of seeded content items, see: Content Items, page A-1.
Hyperlink Name: Create a user-friendly name for each hyperlink so that your template
designer can easily identify the hyperlink to associate with a content item.
Item Display Label: The label that displays on a bill with a content item.
Item Name: A user defined name for a content item. It is not displayed on a presented
bill.
Lines and Tax:One of the three predefined content areas of the primary page of a bill
template. You can add content items related to billing lines and tax information to the
Lines and Tax content area. See: Defining Templates, page 1-3.
Primary Data Source: The primary source of billing data for a template. The primary
data source can be Oracle Receivables or Oracle Receivables Balance Forward. See:
Registering Data Sources, page 1-9.
Supplementary Data Source: Applications that interface with Oracle Receivables for
invoicing and Receivables accounting are supplementary data sources. Examples of
such applications are Oracle Service Contracts, Oracle Order Management, other Oracle
applications, legacy systems, and other third-party applications. See: Registering Data
Sources, page 1-9.

Template Status: A template can have a status of Complete or Incomplete. See: Saving
and Completing Templates, page 2-10.
Transaction Attributes: A transaction-based parameter for a hyperlink. See:
Configuring Hyperlinks, page 1-19.
Related Topics
Template Management Page Reference

Content Area: An area on a billing template where content can be added and formatted.
Content areas are the building blocks for a template. Each content area has one layout
for all its content items. You can create new content areas in the Header and Footer
areas, based on how you want to group and display content items. The Lines and Tax
area and the Details area cannot be split into multiple content areas. See: Primary Page
Design, page 2-4.
Content Area Properties: Specify the width for the content area you are designing. You
can set the amount of white space that appears around the border of the content area.
You can also change the name of the content area. This name does not appear on a
presented bill.
Content Item Properties: Select whether you want bold or regular type style for each
content item and its display label in this content area. You can change the label for a
content item or the content area. You can associate a URL with an item. See: Updating
Database View: A database view is a customized selection of one or more tables within
a database, selected by a stored SQL query and made available to a user when they
access the view. See: Creating Database Views, page 1-12.
Display sequence numbers: BPA can display a sequence number for each grouped
transaction line, and the transaction lines that make up the group. See: Selecting
Content and Layout, page 2-4.
Finish: Clicking Finish ends the template design process, saves your work, and returns
you to the Templates page. See: Saving and Completing Templates, page 2-10.
Layout: You can format the items in a content area by selecting one of the six layout
styles. You can select only one layout style for a content area.
Tax Format: The tax format determines the content items and format for tax presented
Page References 5-3

on a bill. If you select Oracle Receivables Tax Printing, then BPA presents tax
information formatted according to the tax format that you select in Receivables. If you
select Custom, then you can select from the following tax content items: Inclusive Flag,
Tax Code, Tax Extended Amount, Tax Name, Tax Precedence, and Taxable Amount.
You can have itemized tax by lines, summarized tax, or both. See: General Information,
page 2-2.
Related Topics
Bill Presentment Architecture Page References, page 5-1
Template Assignment Page Reference

Assigned Template: A template that is assigned to a rule. See: Assigning Templates,
page 3-1.
Bill Creation From Date: Enter the earliest billing creation date for the range of
transactions to be assigned to this template. The Bill Creation Date is the date when the
transaction was created in Receivables. The date must be January, 1, 1970 or later. The
Bill Creation From Date must be earlier than or equal to the Bill Creation To Date. See:
Assigning a Template to a Rule, page 3-5.
Bill Creation To Date: Enter the latest billing date for the range of transactions to be
assigned to this template. See: Assigning a Template to a Rule, page 3-5.
Reorder Rules: You can change the order of existing predefined and user-defined rules
to change the sequence in which the rules are applied. You can reorder rules for any
enabled supplementary data source. Select the data source and click Go. Use the icons
to change the rule order. BPA applies rules in the order listed, starting with the first
rule. See: Reordering Rules, page 3-7.
Related Topics

Print Management Page Reference

Page Setup Name: A unique identifier for a set of page layout parameters used to print
transactions and bills.
Related Topics
Configuration Page Reference

Interface Context:The context value for a transaction flexfield when interfacing
transactions to Oracle Receivables using AutoInvoice. See: Selecting an Interface
Context, page 1-10.
Synchronize Flexfield Content Items: See: Synchronizing Flexfield Content Items, page
1-11.
View Display Name: A user defined name for a data source view, that can be easily
recognized by your internal users. See: Registering Data Source Views, page 1-16.
Related Topics
Page References 5-5

A
Bill Presentment Architecture Reference
This appendix covers the following topics:

• Seeded Content Items in Bill Presentment Architecture
• Template Assignment Attributes
• Debug Support
Seeded Content Items in Bill Presentment Architecture

Bill Presentment Architecture (BPA) provides seeded content items for seeded views in
its primary and supplementary data sources.
Oracle Receivables Content Items, page A-1
Oracle Order Management Content Items, page A-2
Oracle Service Contracts Content Items, page A-2
Related Topics
Template Assignment Attributes, page A-2
Oracle Receivables Content Items

Oracle Receivables is the primary data source in Bill Presentment Architecture (BPA)
and has two seeded views, Invoice Header View and Billing Lines View. The seeded
content items can be viewed by navigating to: Configuration > Data Sources. Query for
Primary data source level and choose Oracle Receivables. Select one of the two seeded
data source views to view the content items seeded under them.
For detailed description of these content items in the AR tables, refer to the Oracle
eBusiness Suite Electronic Technical Reference Manual (eTRM) on OracleMetaLink.
Bill Presentment Architecture Reference A-1

Related Topics
Seeded Content Items in Bill Presentment Architecture, page A-1
Oracle Order Management Content Items

Oracle Order Management (ONT) is a supplementary data source in Bill Presentment
Architecture (BPA) and has two seeded views: Sales Order Header View and Billing
Lines View. Additionally, BPA has synchronized all ONT flexfield content items. To
view the content items in seeded views, navigate to Data Sources under the
Configuration tab. Query for Supplementary data source level and choose Oracle Order
Management. Select one of the two seeded data source views to view the content items
seeded under them. To view a list of synchronized flexfield items available, click the
Synchronize icon against the Oracle Order Management data source.
Related Topics
Oracle Service Contracts Content Items

Oracle Service Contracts (OKS) is a supplementary data source in Bill Presentment
Architecture (BPA) and has two seeded views: Billing Lines View and Detail Lines
View. Additionally, BPA has synchronized some OKS flexfield content items. To view
the content items in seeded views, navigate to Data Sources under the Configuration
tab. Query for Supplementary data source level and choose Oracle Service Contracts.
Select one of the two seeded data source views to view the content items seeded under
them. To view a list of synchronized flexfield items available, click the Synchronize icon
against the Oracle Service Contracts data source.
Related Topics
Template Assignment Attributes

From the Configuration tab, you can designate content items from the Oracle
Receivables Invoice Header View, Balance Forward Header View or the flexfield
synchronization for supplementary data sources as template assignment attributes by
checking the corresponding check box.
A-2 Oracle Bill Presentment Architecture User Guide

Related Topics
Debug Support
In case your PDF output doesn't print or generates incomplete information, BPA helps
you produce an XML output from the BPA printing programs. This XML output,
containing delivery information, template information, index data and invoice data can
be supplied to the BPA debug team to ensure relevant and efficient debug support. To
generate the XML output file:
1. Choose System Administrator responsibility.
2. Select Define under Concurrent : Program and query BPA child print program.
3. Check "Trace Enabled" flag and set output type to "XML".
4. Run BPA master print program and the child program will produce XML output.
Ensure that you undo the steps above when you are ready to generate the PDF output.
Bill Presentment Architecture Reference A-3

B
Oracle Bill Presentment Architecture Profile
Options
This appendix covers the following topics:

• Profile Options Overview
• Profile Options Description
Profile Options Overview

During implementation, administrators set a value for each Oracle Bill Presentment
Architecture user profile option to specify how Bill Presentment Architecture controls
access to and processes data.
See: Setting User Profile Options, Oracle Applications System Administrator's Guide -
Maintenance.
Profile Options not Owned by Bill Presentment Architecture
• AR: BPA Attachment Update Enabled
• AR: BPA Details Access Enabled
• AR: Print Attachment Document Category
• HZ: Enable DQM Party Search
Profile Options Description

The following table provides profile option information:
• The Default column displays either the default profile option value in italics, or No
Default if none exists.
Oracle Bill Presentment Architecture Profile Options B-1

• The User Access column indicates whether you can view or update the profile
option.
• The System Administration: Site, Application, Responsibility, and User columns

indicate at which levels the system administrator can update these profile options.
The key for each table is:

• Update: You can update the profile option.
• View Only: You can view the profile option but cannot change it.
• No Access: You cannot view or change the profile option.
Profile Options
Profile Default User System System System System

Option Access Administration Administration Administration: Administration
: Site : Application Responsibility : User
AR: BPA No View Update Update Update Update

Attachment Default Only
Update
Enabled

Details Only
Access
Enabled

Print default Only
Attachment
Category
HZ: Enable No View Update Update Update Update

DQM Party default Only
Search
AR: BPA Attachment Update Enabled

To enable users to add, update, and delete attachments that are part of online bills, set
the AR: BPA Attachment Update Enabled profile option. If set to Yes, users can view,
add, update, and delete attachments. If set to No, users can only view attachments. You
can set this profile option at the site, application, responsibility, and user level.
B-2 Oracle Bill Presentment Architecture User Guide

AR: BPA Details Access Enabled
This profile option determines the level of information internal users and customers can
access online presented by Oracle Bill Presentment Architecture. If set to Yes, the user
can access the details page of an online bill by clicking an active hyperlink in the Item
Description column of the Lines and Tax table to view detail billing information from
supplementary data sources. If set to No, no hyperlink is displayed and users cannot
access a details page for billing detail. The user is unaware that a details page is
available. The user can drill down from any grouped line on the primary page of a bill,
but cannot view any detail information from supplementary data sources available on
the details page.
This profile option can be set by the system administrator at the site, application,
responsibility, and user level and cannot be updated by the user.
Note: For printed bills, use the Display on Printed Invoice option
available on the Details Page Design: Select Content page to control
whether or not the details page is included with the invoice. See:
Details Page Design, page 2-8.
AR: BPA Print Attachment Category

To print attachments with printed bills, configure the AR: BPA Print Attachment
Category profile option. While printing a transaction the profile option triggers printing
associated PDF attachments that match the specified document category. This applies to
both internal and external templates. You can set this profile option at the site,
application, responsibility, and user level.
HZ: Enable DQM Party Search

To use the Interactive Preview feature to preview a bill template using customer name,
set the HZ: Enable DQM Party Search profile option. When searching for a customer
invoice to use in interactive preview, BPA always uses the SAMPLE:BASIC SEARCH
RULE as the match rule. You can select one of the seeded match rules or create your
own matching rule. You can set this profile option at the site, application, responsibility,
or user level.
This match rule searches based on customer parameters. If you enter a transaction
number or select a transaction class when searching for a transaction to preview, then
this profile option is not required.
Oracle Bill Presentment Architecture Profile Options B-3

Index
selecting a view, 1-16

A selecting parameters, 1-17
viewing, 1-18
AR: BPA Attachment Update Enabled profile
details design, 2-8
option, B-2
AR: BPA Details Access Enabled profile option,
B-3 E
AR: BPA Print Attachment Category profile enable assignment attributes, 1-12
option, B-3
attachments G
printing, 4-3
generating stylesheets, 1-8
register attachment categories, 1-7
viewing, 3-8
H
AutoInvoice
Bill Presentment Architecture, 1-10 hyperlinks
configuring drilldown URLs, 1-19
C HZ: Enable DQM Party Search profile option, B-3
content area
I
footer, 1-3
header, 1-3 implementing Bill Presentment Architecture
lines and tax, 1-3 configure hyperlinks, 1-19
content items, 5-1 configure profile options, 1-7
synchronizing flexfield content items, 5-5 create database views, 1-12
enable assignment attributes, 1-12
D enable data sources, 1-10
generate stylesheets, 1-8
data sources
register attachment categories, 1-7
enabling, 1-10
register data sources, 1-9
primary, 5-2
register data source views, 1-16
registering, 1-9
select interface context, 1-10
secondary, 5-2
set grouping attributes, 1-8
viewing in BPA, 1-11
setup steps, 1-4
data source view
synchronize flexfield content items, 1-11
registering, 1-16
Index-1
view data sources, 1-11 creating, 3-3
view data source views, 1-18 reorder, 3-7
interface context, 1-10, 5-5
S
O setting grouping attributes, 1-8
Oracle iReceivables SQL template to create a view, 1-13
viewing bills online, 3-8 synchronizing flexfield content items, 1-11
P T
parameters tax
fixed value, 1-17 printing formats, 5-3
selecting for a view, 1-17 templates
transaction attribute, 1-17 assigning, 3-1
primary page design balance forward billing, 2-2
creating custom content items, 2-7 bill creation dates, 5-4
displaying grouped transaction lines, 2-6 completing, 2-10
displaying itemized tax by line, 2-5 creating, 2-2
display sequence numbers, 2-5 details page design, 2-8
selecting content and layout, 2-4 general information, 2-2
summarizing tax, 2-6 primary page design, 2-4
updating properties, 2-7 default, 2-11
printing footer, 5-2
attachments, 4-3 formatting tax, 2-3
create and update page setup, 4-3 header, 5-2
invoices, 4-1 lines and tax, 5-2
submitting requests, 4-2 managing, 2-1
process flow, 1-2 modifying, 2-11
profile options preview, 2-9
AR: BPA Attachment Update Enabled, B-2 primary page design
AR: BPA Details Access Enabled, B-3 create custom content items, 2-7
AR: BPA Print Attachment Category, B-3 selecting content and layout, 2-4
configure, 1-7 update properties, 2-7
description, B-1 rules
HZ: Enable DQM Party Search, B-3 attribute name, 3-1
overview, B-1 attributes, 3-1
conditions, 3-1
R default, 3-2
values, 3-1
rules
saving, 2-10
assigning templates, 3-5
upload external
bill creation dates, 3-5
file upload, 2-12
changing order, 5-4
general information, 2-12
changing rule order, 3-7
interactive preview, 2-13
create new rule
item mapping, 2-13
select attribute matching criteria, 3-4
review, 2-13
select condition for rules, 3-4
uploading external, 2-12
Index-2
viewing attachments, 3-8
V
view attachments, 3-8
viewing bills online, 3-8
views
creating database views, 1-12
selecting content items, 1-17
Index-3

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Oracle® Bill Presentment Architecture

Part No. E13532-04

Contributing Author: Amy Yang, Nami Hosomatsu, Libing Shao

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1 Overview of Bill Presentment Architecture

A Bill Presentment Architecture Reference

B Oracle Bill Presentment Architecture Profile Options

Oracle Bill Presentment Architecture User Guide, Release 12.1

• Computer desktop application usage and terminology

Deaf/Hard of Hearing Access to Oracle Support Services

Accessibility of Code Examples in Documentation

Accessibility of Links to External Web Sites in Documentation

Related Information Sources

• Online Help - Online help patches (HTML) are available on OracleMetaLink.

• Oracle MetaLink Knowledge Browser - The OracleMetaLink Knowledge Browser

• Oracle eBusiness Suite Electronic Technical Reference Manuals - Each Electronic

Important: Oracle Bill Presentment Architecture does not contain any

Oracle E-Business Suite Developer's Guide:

Do Not Use Database Tools to Modify Oracle E-Business Suite Data

This chapter covers the following topics:

Working with Bill Presentment Architecture

• Other Oracle applications

• Legacy systems and other non-Oracle applications

Overview of Bill Presentment Architecture 1-1

Bill Presentment Architecture Process Flow

• Display on bills information that is not stored in Oracle Receivables

• Create hyperlinks that enable access to related billing information

• Display summary and child lines

• Provide online drilldown to transaction line details

• Upload external templates

• Incorporate attachments on online bills

• Assign bill formats to specific customers or user-defined customer categories

• Print transactions and bills

• Preview billing templates using real-time data

Configuring Bill Presentment Architecture

1-2 Oracle Bill Presentment Architecture User Guide

See: Template Management, page 2-1.

Defining Assignment Rules

Overview of Bill Presentment Architecture 1-3

Implementing Bill Presentment Architecture

• Do you want to upload external templates to format printed bills?

• Do you need to set up hyperlinks?

1-4 Oracle Bill Presentment Architecture User Guide

Step Performed by Task Required?

Step 1 System Administrator Create internal and Yes

Step 2 System Administrator Add BPA Transaction Required if printing BPA

Step 3 Application Developer Register Attachment Optional. Default is

Overview of Bill Presentment Architecture 1-5

Step 8 System Administrator Set grouping attribute in Required if you want to

Step 9 System Administrator Run Generate Stylesheet Required

Step 11 System Administrator Synchronize flexfield Required if you use

Step 12 System Administrator Enable Assignment Required if you want to

Step 13 System Administrator Create database views, Optional

1-6 Oracle Bill Presentment Architecture User Guide

Step 14 System Administrator Register data source Optional

Step 16 System Administrator Configure hyperlinks, Optional

Step 17 Billing or accounting staff Create custom content Optional

Registering Attachment Categories