How You Use Oracle Analytics Publisher to Modify Templates for Use with Formats

Each format in Oracle Fusion Payments corresponds to one Oracle Analytics Publisher template. Payments uses Analytics Publisher templates to format funds capture and funds disbursement transactions according to the formatting requirements of financial institutions and payment systems.

Each template contains prescribed formatting attributes, such as data location. Banks, payment systems, and countries have specific electronic formatting requirements for payment files and settlement batches.

You can use existing Analytics Publisher templates or modify them with minimal effort by using a standard text editor, such as Microsoft Word. For example, when a payment system requires a change to its payment file format, you can quickly make the change by modifying the appropriate template.

Whether you modify an existing template or create a new one, determines whether you also create a new format and a new payment process profile. Each payment process profile is associated with a format. The following table lists two template scenarios and indicates the resulting action you take.

Actions	Scenario 1	Scenario 2
Create a new template or modify an existing template.	Create a new template.	Modify an existing template.
Name the template.	Rename the template.	Keep the same name.
Where to save the new or modified template.	Payments folder by the Custom folder or Payments folder by the Financials folder.	Payments folder by the Custom folder.
Create a new format.	Yes	No
Create a new payment process profile.	Yes	No

To modify a template, you can:

Download a copy of the applicable template.
Upload a copy of the modified template.

Download a Copy of the Applicable Template

To download a copy of a predefined template, perform the following steps:

Sign in to Oracle Analytics Publisher.
On the Home tab, click the Catalog Folders link. The Catalog tab appears with a hierarchy of folders.
Expand the Financials folder.
Expand the Payments folder.
Locate the predefined template type that you want to modify and click the More link.
From the menu, select Customize. All the templates that are associated with the predefined template type that you want to modify are copied to a folder by the Custom folder.
You can now download the files from the Custom folder and modify them or you can continue with step 8.

Note:
Do not modify predefined templates. When you apply a new patch or a new release, it overrides any changes you made to the predefined template. You can, however, copy a predefined template and then modify it.
On the Data Model tab, to copy a predefined template and save it to your local drive as a RTF file, click the Edit link of the applicable template. Then click the Save button.
Navigate to the location where you want to save the copy of the template and click the Save button.
Navigate to the saved RTF file and open it.

Upload a Copy of the Modified Template

To upload a copy of a modified template, perform the following steps:

Using a text editor, modify the RTF file on your local drive.
Save as Other Formats, change the file name, click the Save button, and close the file.
To upload a copy of your modified template to Oracle Analytics Publisher, navigate to the applicable tab, and click the Add New Layout link.
Click the Upload icon. The Upload Template File dialog box appears.
In the Layout Name field, enter a name for the template you modified.
In the Template File field, browse to the location of the modified template on your local drive and click the Open button.
From the Type choice list, select RTF Template.
From the Locale choice list, select the language for the modified template.
Click the Upload button. The modified template appears on the Data Model tab of the applicable tab.

Note:
The modified template is also copied to the Payments folder that is within the Custom folder.
To open the modified template, click the Edit link.
To confirm that the modified template is saved, click the Catalog link. The Catalog tab appears with a hierarchy of folders.
Navigate as follows: Custom folder > Financials folder > Payments folder.
Select the Payments folder.
For the applicable template, click the Edit link. Your modified template appears.