1. Implementing Procurement
  2. Configure Oracle Sourcing Notifications Using Reports

Configure Oracle Sourcing Notifications Using Reports

This example shows how to configure workflow email notifications for the Oracle Sourcing business process using Oracle Analytics Publisher reports. You use Microsoft Word to edit the .rtf template used for notifications.

The following table summarizes key decisions for this scenario.

Decisions to Consider

This Example

Which template do I update?

Negotiation Invitation Email Report

Do I want to add prompts and headers to the layout template?

Yes

Do I want to add data model attributes to the layout template?

BUYERCOMPANY

Which language do I use for the RTF template?

English

Summary of the Tasks

Configure the Negotiation Invitation Email Report by:

  1. Add an Attribute to the Data Model.

  2. Export the data model XML file.

  3. Download the report layout template.

  4. Edit email body information in the template.

  5. Add data model attributes to the template.

  6. Upload the modified report layout to the Oracle Analytics Publisher catalog.

Prerequisites

  1. Download and install the Oracle Analytics Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html.

    The Template Builder for Microsoft is included in the Oracle Analytics Publisher.

  2. To preview the configured templates, download a local copy of the subtemplate that applies to your own report layout template:

    1. In Oracle Analytics Publisher, click Catalog.

    2. In the Oracle Analytics Publisher catalog, go to Shared Folders > Common Content > Templates for the predefined subtemplate.

    3. Click More for the Workflow Notification Subtemplate and then click Copy.

    4. In the Folders section, expand Shared Folders > Custom > Procurement > Sourcing.

    5. Click the Paste Resource icon.

    6. Click More for the Workflow Notification Subtemplate and then click Download.

    7. Save the subtemplate to the local drive on your computer.

Add an Attribute to the Data Model

In this task, you add attributes to a data model.

  1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

  2. Click Catalog.

  3. On the Catalog page, in the Folders section, expand Shared Folders > Procurement > Sourcing.

  4. For Negotiation Invitation Email Report, click More, and then click Customize.

  5. In the Negotiation Invitation Email Report, click the Sourcing Notifications Data Model.

  6. On the Diagram tab, select the header to which you want to add an attribute and then click the Edit Selected Data Set icon.

  7. Add the required attribute and click OK.

Export the Data Model XML File

In this task, you export the XML file that includes the data model attributes predefined for the notifications. Perform this task to enable previewing your modified template. This task is also required to add data model attributes to the template.

  1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

  2. Click Catalog.

  3. On the Catalog page, in the Folders section, expand Shared Folders > Custom > Procurement > Sourcing.

  4. For Negotiation Invitation Email Report, click Edit.

  5. In the Negotiation Invitation Email Report, click the Sourcing Notifications Data Model to open the Diagram tab.

    Note: To ensure that all data sets include requested elements with null values in the output XML data, do the following:

  6. Click the Data tab.

  7. Click View to see the sample data in the report, and all the available attributes.

  8. Click Export and select Save File and then click OK.

  9. Save the SourcingNotificationsDM_.xml file to a local drive.

Download the Report Layout Template

In this task, from the Custom folder you download a copy of the template to your local drive to modify it.

  1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

  2. Click Catalog.

  3. On the Catalog page, in the Folders section, expand Shared Folders > Custom > Procurement > Sourcing.

  4. Select Negotiation Invitation Email Report, click Edit.

  5. For Negotiation Invitation Email Body Layout, click Edit.

  6. In the NegotiationInvitationEMailBodyReport.rtf dialog box, select Save File and then click OK to save the file with the name UpdatedNegotiationInvitationEMailBodyLayout.rtf to distinguish it from the original template.

Edit Email Body Information in the Template

To modify email content, you edit a local copy of the .rtf report layout templates in Microsoft Word.
Note: The exact steps can vary depending on your version of Microsoft Word.

  1. Open the UpdatedNegotiationInvitationEMailBodyLayout.rtf template in Microsoft Word with the Template Builder installed, if not already open.

  2. Scroll to the buyer name.

  3. Place your cursor at the end of the BUYER_NAME and press enter.

  4. Enter the attribute BUYERCOMPANY.

  5. Save the document.

Add Data Model Attributes to the Template

In this task, you add to the report template attributes that exist in the predefined data model.
Note: The exact steps can vary depending on your version of Microsoft Word.

  1. Open the UpdatedNegotiationInvitationEMailBodyLayout.rtf template in Microsoft Word with the Template Builder installed, if not already open.

  2. Select the Oracle Analytics Publisher Publisher tab.

  3. In the Load Data section, click Sample XML.

  4. In the dialog box to select XML data that appears, browse to open the SourcingNotificationsDm_.xml file you saved in the Exporting the Data Model XML File task. Then click Open.

  5. In the Data loaded successfully dialog box, click OK.

  6. Add the required data model attributes.

  7. Save and close the document.

  8. Proceed to the task Uploading the Modified Report Layout to the Oracle Analytics Publisher Catalog.

Upload the Modified Report Layout to the Oracle Analytics Publisher Catalog

You must perform this task to use the modified report layout for notifications.

  1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

  2. Click Catalog.

  3. On the Catalog page, in the Folders section, expand Shared Folders > Custom > Procurement > Sourcing.

  4. For the Negotiation Invitation Email Report, click Edit.

  5. For Negotiation Invitation Email Body Layout, click Properties.

  6. For Templates, click the Upload icon.

  7. In the Template File field, browse for the modified UpdatedNegotiationInvitationEMailBodyLayout.rtf template on your local drive, select the template, and click Open.

  8. In the Upload Template File dialog box, from the Template Type list, select RTF Template.

  9. From the Locale list, select English.

  10. Click OK to open the Processing dialog box and return to the Negotiation Invitation Email Report Data Model page.

  11. Click Save.

  12. On the right side of the page, click View a list to open the Layout page.

  13. In the row for the UpdatedNegotiationInvitationEmailReport Template, select the Default Layout check box.

  14. On the right side of the page, click the Save Report icon.

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