Understanding BI Publisher Invoice Setup
Each template delivered by PeopleSoft Billing has a data source associated to it. A data source defines how the XML data will be generated. Two data sources are delivered for producing invoices: BI_INVOICE_DATA and BI_INVOICE_DATA_CONS. Both of these data sources are set up as XML File sources, which means that in Billing, an XML File will be generated and will serve as the input to the PeopleTools APIs for BI Publisher. The invoice data that gets populated into the XML File is determined by the file layout that is associated with the Billing batch-printing program. The batch processes are initiated from the same components as the SQR printing processes.
This table shows all of the elements that are delivered in the BI Publisher invoice solution:
|
Report Definition |
Data Source |
Template |
File Layout |
Application Engine Program |
|---|---|---|---|---|
|
BI_PRNXPN01 |
BI_INVOICE_DATA |
BI_PRNXPN01_ENG.RTF |
BI_EXTRCT |
BI_PRNXPN01 |
|
BI_PRNXPC01 |
BI_INVOICE_DATA_CONS |
BI_PRNXPC01_ENG.RTF |
BI_EXTRCT_CONS |
BI_PRNXPC01 |
|
BIXCA |
BI_INVOICE_DATA |
BIXCA_ENG.RTF |
BI_EXTRCT |
BIXCA |
|
BIXCLSUM |
BI_INVOICE_DATA |
BIXCLSUM_ENG.RTF |
BI_EXTRCT |
BIXCLSUM |
|
BIXCLSUMC |
BI_INVOICE_DATA_CONS |
BIXCLSUMC_ENG.RTF |
BI_EXTRCT_CONS |
BIXCLSUMC |
|
BIXPRNT00 |
BI_INVOICE_DATA |
BIXPRNT00_ENG.RTF |
BI_EXTRCT |
BIXPRNT00 |
|
BIXPRNC00 |
BI_INVOICE_DATA_CONS |
BIXPRNC00_ENG.RTF |
BI_EXTRCT_CONS |
BIXPRNC00 |
|
BIXPRNT01 |
BI_INVOICE_DATA |
BIXPRNT01_ENG.RTF |
BI_EXTRCT |
BIXPRNT01 |
|
BIXPRNT02 |
BI_INVOICE_DATA |
BIXPRNT02_ENG.RTF |
BI_EXTRCT |
BIXPRNT02 |
|
BIXPRNC02 |
BI_INVOICE_DATA_CONS |
BIXPRNC02_ENG.RTF |
BI_EXTRCT_CONS |
BIXPRNC02 |
|
BIXPSA01 |
BI_INVOICE_DATA |
BIXPSA01_ENG.RTF |
BI_EXTRCT |
BIXPSA01 |
|
BIXPSA02 |
BI_INVOICE_DATA |
BIXPSA02_ENG.RTF |
BI_EXTRCT |
BIXPSA02 |
|
BIXPSA03 |
BI_INVOICE_DATA |
BIXPSA03_ENG.RTF |
BI_EXTRCT |
BIXPSA03 |
|
BI_PRNXPGN1 |
BI_INVOICE_DATA_GST |
BI_PRNXPGN1_ENG.RTF |
BI_EXTRCT_GST |
BI_PRNXPGN1 |
Note: In the delivered sample template for consolidated invoices, each invoice that is attached is displayed as a group of lines with a subtotal. Unlike the SQR consolidated invoices that print each attached invoice on a separate page. However, you can modify the template, or create a new template to give your report a unique appearance.
In addition to the sample invoices, an invoice format for the government standard form 1034/1035 is also delivered.
|
Invoice |
Data Source |
Report Definition |
Template |
File Layout |
Application Engine Program |
|---|---|---|---|---|---|
|
SF1035/1035 |
BI_103X_DATA |
BI_XPSF103X |
BI_XPSF103X_ENG_DETAIL.rtf BI_XPSF103X_ENG_SUMMARY.rtf |
BI_EXTRCT_SF103X |
BI_XPSF103X |