STEPS TO CREATE A TEMPLATE AND ASSOCIATE A QUERY TO IT

OBJECTIVE:
The objective of this document is to create a custom dunning letter associated
with a custom query. It details stepwise how to create a custom template and
custom query and associate them to get a full-fedged custom dunning letter.
STEPS:
1. Design a template document (.rtf)
Refer document Oracle Busiess I!elli"ece Pu#lis$er% (hapter !.
reating an RT" Template#
(http://bipublisher.us.oracle.com/doc/prod_docs/BI_Publisher_10_1___/bip.
101/b!001".pdf#
$. #reate a Data De$nition (If one doesn%t e&ist for ollections#
'ou need to create a data de(nition before creating a template.
%a&igation) *+, -ublisher .dministrator --/ 0ome --/ 1ata 1e(nitions
#lic' on (#reate Data De$nitions) button
2nter data for the following (elds)-
3ame ) -rovide data de(nition name
ode ) -rovide a unique code
.pplication ) 4elect a product for which you are going to use this (e.&
ollections#
4tart 1ate ) -rovide a date
2nd 1ate ) -rovide end date if needed
1escription ) 'ou can enter about the data de(nition
lic5 6.pply7 button to get save.
'ou can attach preview data8 a .&ml (le by clic5ing on the -review data
button if the user wants to preview the template with the data.
. #reate a *emplate
3avigation) *+, -ublisher .dministrator 0ome Templates
#lic' (#reate *emplate) button
2nter the following details.
3ame ) -rovide name for the template
ode ) 2nter unique code
.pplication ) 4elect as ollections
1ata de(nition ) 4elect the data de(nition that you created now
('ou can use the
e&isting data de(nition also#.
Type ) 4elect as RT" (If you designed template (le as RT"#
4tart 1ate ) -rovide start date
2nd 1ate ) -rovide if needed
4ub template ) null (or you can select 3o#
1efault output type ) -1"
"ile ) 4elect your template (le (.rtf#
,anguage ) 4elect the language in which you designed the template
(2nglish#.
Territory ) 2nter if needed
Translatable ) hec5 the chec5bo& (If your template is translatable to
other
languages#.
lic5 .pply button to save.
!. #reate/+anage *emplates and ,ueries
a. #reate/-pdate ,uer.

%a&igation) ollections .dministrator .dministration +anage 9ueries
'ou can search for an e&isting query (seeded or custom# or create a new
query from this window.
To view the e&isting query provide the search criteria and clic5 on :o to (nd a
list of search results which matches the speci(ed search criteria.
.ll the seeded queries can be viewed as mentioned above but are not
available for update as they are seeded. ustom queries which are created
by the user can be updated by clic5ing on the -encil icon ('ellow color# in the
;pdate column which will navigate to the ;pdate query window where the
user can perform the necessary update and clic5 on .pply to save the
changes.
Duplicating a seeded /uer.:
The user can also create a custom query by duplicating the seeded query
already provided by <racle. To achieve this8 the user has to clic5 on the
1uplicate icon available in each query which duplicates the seeded query
after which the user can modify the query according to their needs and save
it as a new custom query.
To create a new custom query clic5 on the button reate 9uery which is
available on the right side of the window that will navigate to reate 9uery
window.

In this window the user has to provide the following details. 4tar-ed
(elds are mandatory values that have to be mentioned)
9uery ,evel ) .t which level you need to attach the query (3ormally it
will be same as your <rgani=ation ollections business level#.
2nabled ) 'es (1efault#
4tart 1ate ) 4elect start date (if needed#
2nd 1ate ) 4elect end date (if needed#
9uery 1escription ) 2nter description
lob 9uery ) hec5 the chec5bo& if your query e&ceeds >???
characters.
9uery 2ditor ) 2nter your query.
<nce the required details are provided the user can clic5 on .pply after
which the query will be created and a query id will be generated for future
reference. The user can modify the created query as discussed initially above.
The created query is stored in ie&'&(l')ueries table.
9uery@id is the primary 5ey.
4tatement column stores the query. .dditional@query column will have the
query in case lob chec5bo& is chec5ed while creating the query.
Aelow is the list of bind variables that has to be used in the custom query for
it to be e&ecuted successfully)
B. )-.RT'@I1
$. ).<;3T@I1
C. );4T<+2R@4IT2@;42@I1
>. ),<.TI<3@I1
!. )<3T.T@I1
D. )R24<;R2@I1
E. )1;33I3:@I1
They can be used in the custom query based on the level at which the query
is created.
N*!e: ;ser can copy the seeded query that is supplied by <racle (.dvance
collections# and modify as per the need to create a custom query.
b. 0ttach /uer. to a *emplate/1ie2 e3isting *emplate4,uer.
%a&igation) ollections .dministrator .dministration +anage Templates
9uery
'ou can search an e&isting query associated to dunning template
(;pdateF1elete is allowed for user created template query only# or associate
a newFe&isting query to a newFe&isting template from this window.
-rovide the search criteria to view the e&isting template-query association
and clic5 on :o to view the list of e&isting query-template associations.
lic5 on .ssign 9uery button available at the right side of the window to
assign a template to a query. The user has to provide the following details)
Template 3ame ) 4elect the required template.
9uery 1escription ) 4elect the query to be associated.
<nce the query to be associated is selected it will automatically populate the
query associated with that at that level.
<nce the user provides the required details clic5 on the .pply button to save
the query-template association.
. 9ueryTemplate association Id will be created for future reference.
Possible scenarios for the user to create/associate the custom/seeded
templates and /ueries
B# If the user wants to create a new custom templateFquery8 please follow the
steps as discussed in the document from section B->.
$# If the user wants to modify the seeded query he can duplicate the seeded
query and create a custom query with necessary modi(cations.(-lease follow
the steps discussed in the section >#
Note) . seededFcustom template can be associated with only one
seededFcustom query at a particular level. 0e cannot attach more than one
query to a template at that level.
C# If the user wants to modify the seeded template he can duplicate the e&isting
seeded template to create a custom template and do the necessary
modi(cations (-lease see sectionB-C#. 0e has to manually modify the rtf
according to his needs and update the Template de(nition.
"or eg. .ll seeded templates carry <racle logo. If the user wants to use his
company logo he can create a custom template with his logo and follow the
steps discussed above to create the data de(nition and associate the created
template with a query.
Additional Resources
-lease refer the document hinted in the section B for further details on how to
createFmodify an rtf template.