1. Using Receivables Credit to Cash
  2. How do I manage templates for printing transactions?

How do I manage templates for printing transactions?

Use Business Intelligence (BI) Publisher to manage the predefined print templates for printing Receivables transactions and balance forward bills.

There are eight print templates for each transaction class and for balance forward bills:

  • Invoice

  • Invoice Template With SPR (for Structured Payment Reference QR code)

  • Credit Memo

  • Debit Memo

  • Chargeback

  • Bills Receivable

  • Balance Forward Bill Summary

  • Balance Forward Bill Details

You can create your own versions of these print templates using the available editing features in BI Publisher. Recommendations for modifying a print template include:

  • Update the logo on the template to reflect your current organization logo.

  • Add or remove attributes to and from the template according to your requirements.

  • Set your template as the default template in BI Publisher.

There are two predefined data models:

  • Oracle Receivables - Header view and Line view

  • Oracle Receivables Balance Forward - Header view, Summary Billing Lines view, and Detail Billing Lines view

The data models provide the source data displayed on printed transactions. You can't modify the data models.