Contents

Title and Copyright Information

Preface

• Audience
• Accessing Oracle Communications Documentation
• Documentation Accessibility
• Document Revision History

1 Designing and Generating Invoices

• About Invoices
  • BRM Invoice Features
  • About the Invoicing Process
  • About Invoicing for Hierarchical Account Groups
    • About Viewing Invoices for Subordinate Accounts
  • About Brand-Specific Invoices
  • About Localized Invoices
• Defining the Invoice Type
• Defining Multiple Invoices for One Customer
• Designing Invoice Templates
  • Using XSLT Invoice Templates
    • Turning on XSLT Style Sheet Processing
    • Using an XSLT Processor Other Than the Xalan XSLT Processor
  • Using HTML Invoice Templates
  • Using Hyperlinked Invoice Templates
    • Loading Stored Procedures for Hyperlinked Invoice Templates Reports
    • Setting Up the Data Model for Hyperlinked Invoice Templates
    • Setting Up the Hyperlinked Invoice Templates
    • Modifying the Hyperlink Path Prefix
  • Loading Invoice Templates
  • Disabling the Default HTML Template
  • Switching between XSLT and HTML Templates
  • How Invoices Are Formatted
• Generating Invoices
  • Generating Invoices Automatically
  • Generating Invoices Manually
  • Generating Detailed Invoices from an External File
  • Generating Invoices for Non-Invoice Payment Methods
  • Improving Performance When Generating Invoices
    • Specifying Event Fields to Cache for Invoicing
    • Decoding Cached Event Data for Invoicing
  • How Invoices Are Generated
    • How PCM_OP_INV_MAKE_INVOICE Works
• Customizing Invoice Search Operations
  • Creating Custom Search Templates
  • Example: Generating Invoices Based on Event Types
  • Configuring Error Checking for Customized Invoicing
• Improving Performance by Removing Invoice Details You Do Not Need
• Customizing the Information Included in Invoices
  • Customizing the Layout of Bill Items in Invoices
  • Creating Service-Centric Invoices
  • Including Payment, A/R, and Taxation Details in Invoices
    • Including Invoice Event Details
  • Including the Time Zone in Invoices
  • Including Shadow Event Adjustment Details in Invoices
  • Including Soft Descriptors in Invoices
    • Customizing the Policy Source File for Soft Descriptors
  • Including Custom Data in Invoices
  • Including Late Payment Fees in Invoices
  • Including Finance Charges in Invoices
  • Aggregating Taxes on Invoices
• Specifying Invoice Data from Pipeline Manager and Custom Applications
  • Using Data Map Templates
  • Loading the Invoice Data Map Templates
  • Enabling Event Caching
  • Adding Invoice Data to Pipeline Output
• About Formats for Storing Invoices
• Storing Invoices in a Separate Database Schema
  • Installing the Invoice Data Manager
  • Configuring BRM to Use a Separate Invoice Database Schema
  • Configuring Invoice Applications to Use a Separate Invoice Database Schema
  • Starting the Invoice Data Manager
  • Configuring the Invoice pin.conf for Multiple Database Schemas
• Displaying Invoices
  • Using Web Pages
  • Using the XML Sample Invoice Viewing Utility
  • Customizing the Format for Online Invoices
    • Customizing the Format for Printed Invoices
    • Customizing the Format for HTML Invoices
    • Customizing the Format for XML Invoices
    • Customizing the Invoice Format by Using an XSL Style Sheet
    • Customizing the Format for DOC1 Invoices
    • Displaying an Invoice on Demand
  • Understanding Invoice Layout
    • Standard Details
    • Adjustment, Payment, Promotion, and Other Charges and Credits Details
    • Charge Details
• Sending Invoices to Customers
  • Setting the Maximum Invoice Size for Email
  • Sending Child Account Invoices to the Parent Account's Email Address
  • Configuring the Email Data Manager for Printing
  • Sending Invoices to Accounts That Use the Invoice Payment Method
  • Sending Invoices to Accounts That Do Not Use the Invoice Payment Method
• Exporting Invoices
• Setting Invoicing Defaults
  • Setting the Default Payment Due Date
  • Setting the Default Invoice Type
  • Setting Defaults for Hierarchical Group Invoices
  • Setting the Maximum Size of Invoices Viewable in Customer Center
  • Setting the Maximum Number of Items in the Search Template
• Adding Siebel CRM Promotion Names to Invoices
  • How BRM Adds Siebel CRM Promotion Names
  • Setting Up BRM Invoices to Display Siebel CRM Promotion Names
    • Specifying Whether BRM Displays Promotion Details on Invoices
    • Managing Promotions with Siebel CRM
  • Using Invoice Templates That Display Promotion Names
• Setting Up Invoicing on Multiple Database Schemas
  • Running Invoicing on Multiple Database Schemas One at a Time
  • Running Invoicing on Multiple Database Schemas Simultaneously
• Using an /invoice Subclass

2 Corrective Invoicing

• About Corrective Invoices
  • Types of Corrective Invoices
    • Contents of Replacement Invoices and Invoice Correction Letters
  • About Invoices and Billing Periods
    • Processing Payments after Issuing a Corrective Invoice
  • About Replacement Invoices for an Account Hierarchy
    • Detailed Replacement Invoice for a Parent Bill
    • Summary Replacement Invoice for a Parent Bill
    • Detailed Replacement Invoice for a Subordinate Bill
    • Summary Replacement Invoice for a Subordinate Bill
  • About Invoice Correction Letters for an Account Hierarchy
    • Detailed Invoice Correction Letter for a Parent Bill
    • Summary Invoice Correction Letter for a Parent Bill
    • Detailed Invoice Correction Letter for Subordinate Accounts
    • Summary Invoice Correction Letter for Subordinate Accounts
  • How BRM Displays Manual Adjustments
• About Generating Corrective Invoices
  • About the pin_inv_accts Utility Parameters
  • About Corrective Invoice Templates
    • Configuring Corrective Invoice Templates Based on Business Profiles
    • Providing Custom Templates for Corrective Invoices
  • About Corrective Invoices and Collections
  • Corrective Invoices and General Ledger Posts
• Setting Up Corrective Invoicing in BRM
  • Specifying the Type of Corrective Invoice
  • Providing Custom Templates for Corrective Invoices
• Generating Corrective Invoices
  • Post-Processing Actions
  • Viewing Corrective Invoices

3 Designing and Generating Invoices in Oracle Business Intelligence Publisher 11g

• About BRM Integration with BI Publisher for Invoicing
• Overview of BRM and BI Publisher Invoice Generation
  • About the Invoicing Process
    • About Associating Bill Units with a BI Publisher Invoice and Report
  • About BRM-Business Intelligence Publisher Invoicing Integration Package Components
• Designing Invoices
  • About Invoice Layout Templates for Invoice Document Generation
    • Default Templates for Regular Invoices
    • Default Templates for Replacement Invoices
    • Default Templates for Invoice Correction Letters
    • Report File for Default Invoice Templates
  • About BI Publisher Reports for Invoice Document Generation
• Setting Up Your System to Generate Invoice Documents Using BI Publisher
• Specifying BI Publisher Invoice Report and Template Names in BRM
  • Enabling the BRM-BI Publisher Integration
  • Creating Bill Unit Validation Templates for Invoices
  • Specifying the BI Publisher Report and Template
  • Loading Invoicing Business Profiles into the Database
  • Associating Pre-Existing Bill Units with Business Profiles
  • About the /associated_bus_profile Object
    • Creating /associated_bus_profile Objects
  • Viewing Invoices Individually on the BI Publisher Console
    • Enabling the Display of Customer Details on the Web
• Creating /associated_bus_profile Objects for Accounts in a Branded Environment
  • Creating Reports for Accounts in a Branded Environment in BI Publisher
• Installing BRM-BI Publisher Invoicing Integration Package
  • Pre-Installation Requirements
  • Removing Older BRM-BI Publisher 11g Invoicing Integration Layout Template Files
  • Enabling the BRM-BI Publisher Invoicing Integration Package Application
  • Installed Files
• Upgrading Existing Reports from BI Publisher 10g to BI Publisher 11g
• Configuring the pin_inv_doc_gen Utility
  • Configuring the Infranet.properties File for pin_inv_doc_gen with BI Publisher 11g
  • Configuring the docgen.sh File
  • Changing Command-Line Parameters for pin_inv_doc_gen
  • Setting Scheduler Configuration
  • Configuring the Email Server
  • Configuring HTTPS for Secure Communication
  • Creating the XMLP_INVOICE_JOB Table in the Scheduler Database
• Configuring the BRM-BI Publisher Invoicing Integration to Support Multischema Systems
  • Loading Stored Procedures
  • Creating New JDBC Data Sources
    • Creating Data Source for Each BRM Schema
    • Setting Up the Data Model Configuration for Multischema
• Generating BI Publisher Invoice Documents in BI Publisher 11g
  • Generating BI Publisher Invoice Documents for a List of Accounts
  • Generating BI Publisher Invoice Documents Based on the Account Type
  • Generating Duplicate Invoice Documents with BI Publisher 11g
  • Generating Invoice Documents for Non-Invoice Accounts
• Generating Invoices for Hierarchical Accounts with BI Publisher 11g
  • How Trial Invoicing Works for Hierarchical Accounts in BI Publisher 11g
    • Setting Up Invoicing for Hierarchical Accounts with BI Publisher 11g
    • Invoice Template for Hierarchical Accounts
    • Setting Subordinate Account Processing in BI Publisher 11g and BRM for Hierarchical Accounts
    • Creating Hierarchical Account Trial Invoices with BI Publisher 11g
    • Creating Hierarchical Account Regular Invoices with BI Publisher 11g
    • Regenerating Failed Invoices for Hierarchical Accounts
    • Purging Trial Invoices
  • Deferred Taxation Limitations for Hierarchical Accounts
  • Trouble Shooting Issues with Hierarchical Account Invoice Generation
• Storing the Invoice Document
• Sending Invoice Documents to the Customers
• Customizing Invoices
  • Customizing Invoice Layout Templates
    • Updating the Invoice Layout Template File
    • Adding a New Invoice Layout Template
  • Enriching Invoice Data
• Specifying the Default Format in Which to Store Invoices in BRM

4 Designing and Generating Invoices in Oracle Business Intelligence Publisher 10g

• About BRM Integration with BI Publisher for Invoicing
• Overview of BRM and BI Publisher Invoice Generation
  • About the Invoicing Process
    • About Associating Bill Units with a BI Publisher Invoice and Report
  • About BRM-Business Intelligence Publisher Invoicing Integration Package Components
• Designing Invoices
  • About Invoice Layout Templates for Invoice Document Generation
    • Default Templates for Regular Invoices
    • Default Templates for Replacement Invoices
    • Default Templates for Invoice Correction Letters
  • About BI Publisher Reports for Invoice Document Generation
• Setting Up Your System to Generate Invoice Documents Using BI Publisher
• Specifying BI Publisher Invoice Report and Template Names in BRM
  • Enabling the BRM-BI Publisher Integration
  • Creating Bill Unit Validation Templates for Invoices
  • Specifying the BI Publisher Report and Template
  • Loading Invoicing Business Profiles into the Database
  • Associating Pre-Existing Bill Units with Business Profiles
  • About the /associated_bus_profile Object
    • Creating /associated_bus_profile Objects
• Creating /associated_bus_profile Objects for Accounts in a Branded Environment
  • Creating Reports for Accounts in a Branded Environment in BI Publisher
• Installing BRM-BI Publisher Invoicing Integration Package
  • Windows Installation
    • Pre-Installation Requirements
    • Setting the BI Publisher System Environment Variable
    • Installing the BRM-BI Publisher Invoicing Integration Package Application
    • Setting the LD_LIBRARY_PATH Environment Variable
  • Linux Installation
    • Pre-Installation Requirements
    • Enabling the BRM-BI Publisher Invoicing Integration Package Application
    • Setting the LD_LIBRARY_PATH Environment Variable
  • Installed Files
• Configuring the pin_inv_doc_gen Utility
  • Configuring the Infranet.properties File for pin_inv_doc_gen
    • Specifying the Utility Output Format
  • Configuring the BipEnv.bat File
  • Changing Command-Line Parameters for pin_inv_doc_gen
  • Setting Scheduler Configuration
  • Configuring the Email Server
  • Creating the XMLP_INVOICE_JOB Table in the Scheduler Database
• Deploying the BRM Web Service
  • Creating Shared Library in OC4J Server
  • Testing the Newly Deployed Web Service
• Configuring How PublicBRMfetchInvoiceXMLService Connects to the BRM Database
• Configuring the BRM-BI Publisher Invoicing Integration to Support Multischema Systems
  • Configuring the Connection Pool and the Data Source
  • Adding JNDI Entries in the Infranet.properties File of pin_inv_doc_gen
• Generating BI Publisher Invoice Documents
  • Generating BI Publisher Invoice Documents for a List of Accounts
  • Generating BI Publisher Invoice Documents Based on the Account Type
  • Generating Duplicate BI Publisher Invoice Documents
  • Regenerating BI Publisher Invoice Documents
• Storing the Invoice Document
• Sending Invoice Documents to the Customers
• Customizing Invoices
  • Customizing Invoice Layout Templates
    • Updating the Invoice Layout Template File
    • Adding a New Invoice Layout Template
  • Enriching Invoice Data
    • Example: Enriching Invoice Data
• Specifying the Default Format in Which to Store Invoices in BRM

5 Examples of Invoices

• Invoice Correction Letter in Summary Format
  • Regular Invoice
  • Invoice Correction Letter
• Replacement Invoice in Detail Format
  • Regular Invoice
  • Corrective Invoice as a Replacement Invoice

6 Invoice Utilities

• load_pin_invoice_data_map
• pin_inv_accts
• pin_inv_doc_gen
• pin_inv_export
• pin_inv_send
• pin_load_invoice_events
• pin_load_invoice_template
• pin_upd_assoc_bus_profile