Receivables – Bill Presentment Architecture (BPA)

- Madhan Kumar

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 Table of Contents
1. Overview ...............................................................................................................................................3

2. Configuration Steps...............................................................................................................................4

 Pre-Requisite Setups .............................................................................................................4

 Bill Presentment Architecture Setups ...................................................................................4

3. Case Study 1 – Invoice Print with Primary Data Source ........................................................................5

 Seeded Primary Data Source ................................................................................................5

 Template Creation ................................................................................................................6

 Template Printing............................................................................................................... 14

4. Case Study 2 – Invoice Print with Supplementary Data Source ......................................................... 16

 Supplementary Data Source .............................................................................................. 16

 Template Creation ............................................................................................................. 19

 Template Printing............................................................................................................... 29

5. Template Assignment Rules ............................................................................................................... 32

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1. Overview
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 flex fields 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.

Your customers can view summarized billing information and drill down using hyperlinks to
detailed billing information and other related details necessary to understand and pay the bill.

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2. Configuration Steps
 Pre-Requisite Setups
 Ledger
 Operating Unit
 Bill Presentment Architecture Responsibility & Associated Profiles

 Bill Presentment Architecture Setups

 Template
 Template Assignment Rules
 Supplementary Data Sources

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3. Case Study 1 – Invoice Print with Primary Data
Source
Let’s take an example of printing invoice for the Customer with Primary Data Source alone

 Seeded Primary Data Source

To view the existing Primary Data Source, navigate to ‘Configuration’ and select the Data Source Level
to ‘Primary’ and click on GO

The following two Seeded Data Sources are visible

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We will proceed with Template creation using the Primary seeded Data Source – ‘Oracle Receivables’

 Template Creation

Navigate to BPA responsibility and to Template management and click on ‘Create’ button

Enter the following details and click on ‘Next’

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The following will be the layout –

Click on the icon next to ‘Header’, Lines, Footer to select the data to be printed and click on Next
(Header) – Click on Apply

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(Once you select the field you can sort the data to be appearing in data as follows using the following
option)

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Header layout will appear as follows

(Lines) – Select the field for the layout

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Layout will appear as follows

Footer

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(Final Invoice print layout as below)

Click on next

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Click on Next

Click on Next

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Review the final layout and click on Finish

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The following confirmation message appears

Once the template is created, query it and select it and ‘Mark as Complete’

The status gets changed to ‘Complete’

 Template Printing

To print the invoice, click on ‘Interaction Preview’ and enter the following details and click on GO

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Select the invoice and click on ‘Online Preview’

The invoice layout in online preview is as follows

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If you click on ‘Print Preview’, a PDF version will be generated as attached

4. Case Study 2 – Invoice Print with

Supplementary Data Source

Let’s take an example of printing invoice for the Customer with Primary Data Source and
Supplementary Data Source as well

 Supplementary Data Source

We shall use the existing Supplementary data – Oracle Order Management which comes with the
implementation of BPA itself

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To view the existing Primary Data Source, navigate to ‘Configuration’ and select the Data Source Level
to ‘Supplementary’ and enter the ‘Data Source Name’ as ‘Oracle Order Management’ and click on GO

The following Seeded Data Source is visible and you can see that the status is ‘Disabled’ initially

Click on ‘Views’ button

Click on ‘Billing Lines’ to see the view details

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Click on ‘Sales Order header View’ to view the details

To enable the Data source, enable the checkbox and select ‘Mark as Enabled’ and click on Go

The Status gets changed to Enabled as below

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 Template Creation

We will proceed with Template creation using the Primary seeded Data Source – ‘Oracle Receivables’
and supplementary Data Source- ‘Oracle Order Management’

Navigate to BPA responsibility and to Template management and click on ‘Create’ button

Enter the following details

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Click on Next

(Header Data) – Select the contents for Header layout and you can see that the Primary Data Source
(Oracle Receivables) and Supplementary Data Source ( Oracle Order Management) is also visible in the
LOV.

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Pick the corresponding Source and select the field and sort them

Select the Oracle order management and click on Go and select the fields

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Select the Layout model and click on Apply

Now click on ‘Lines and Tax’ layout and select the fields

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Select the data for Primary Data Source

Select the values for Supplementary Data source and click on Apply

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Enter the details for Footer

(Footer)

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Select the Layout and click on Apply

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Click on Next

Click on Next

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Click on next

Review the final layout design and click on Finish

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The following confirmation appears

Query for the Template name and click on Go

Select the checkbox and select the ‘Mark as Complete’ and click on Go

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The status becomes complete

 Template Printing
To print the invoice, click on ‘Interaction Preview’ and enter the following details and click on Go

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Click on one of the invoice and select ‘Online preview’

The following online layout appears

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5. Template Assignment Rules
Navigate to ‘Template Assignment’ and click on Create

Enter the details

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Select the Attribute values and click on Go. Once attributes are finalised, click on Continue

Enter the template to be defaulted for each Transaction Class

Pick the template and click on Finish

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The following confirmation appears

Query for the rule and verify the status

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