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Bill Presentment Architecture (BPA) in Oracle Receivables

Oracle Receivables

Bill Presentment Architecture is a responsibility that provides a customized invoice requested by customers due to Government policies or tax deduction norm. Usually customers request their vendors to develop invoices in various formats, they do not agree with the standard format already present in Oracle Application.
Bill Presentment architecture is a responsibility that develops template based configuration of bills for online presentation and printing. Earlier in Release 11i people used to develop customized invoices with the help of forms and reports, any other tools or using the same responsibility however due to lack of supplementary data source it was restricted to the Receivables only.

Now in R12 there are three more responsibilities involved as supplementary in it i.e. Oracle Order Management and Oracle Projects. Additionally transaction sources also available for creating templates.
In R12 to develop customized bill, it has become simple by creating templates and assigning the same to a particular customer. There are five steps to complete the template creation procedure where we need to define Header, Lines and Tax and Footer of the bill. In Line and Tax, Item description option is required, rest of the fields are optional as per the requirement of the customer. There are again various layouts available to create template and print it as per the size of the paper. If you don’t want to create various new templates, then you can copy an existing template modify it and assign the same as per the requirement. We can have one more option to upload the external files and printed bills instead of creating a new template; however uploaded bill will not be able to update.
You need to follow below mentioned steps to implement Bill presentment Architecture –
BPA IMPLEMENTATION
Responsibility:
Bill Presentment Super User, Vision Operations (USA) > Bill Management
Select Create button for creating manual template.
There are 5 steps to create a manual template:
  • Enter Template name and Template description.
  • Enter Transaction class as Invoice, Credit Memo, Debit Memo, Chargeback, Deposit and Guarantee
  • Primary Data Source > Oracle Receivables or Oracle Receivable Balance Forward.
  • Optionally you can select Supplementary Data Source as per the Organization’s need.
  • Tax Format > you can customize the Tax else keep Oracle Receivables Tax printing Option.
Select Next
In primary page design we can enter the information with the help of Header, Lines and Taxes and Footer.
Select content and layout for Header.
Select available contents to add in to the content area. You can select all the available options with the help of Move All items.
Select Billing Lines for Lines and Tax.
Select Content and Layout for Footer
After selecting all of the contents in the line and footer, select the next button for the next step.
Select Next
Print setups are available on the 4th stage, modify it as per your requirement.
Select Next for Preview stage. Here you can view the customized setup of your invoice.
Select Finish, to complete the process.
Once you finish the process, Query the template which you have created and select the Go for Mark as complete.
Here your template will be completed.
Use this template in your existing customers.
Select Interactive.
You have to query e.g.
  • Operating Unit > Vision Operations
  • Customer Name > Hilman and Associates
  • Select > GO
List of invoices will be appeared on the screen.
Select any one of the invoice for Print Preview.
You will be able to view your customized bill in PDF format.You will be able to view your customized bill in PDF format.
You can also download an invoice in external template but it should be in PDF or RTF.
There are four steps to create, the steps are as same as the manual invoice template but there is no Header, Lines, Taxes and Footer.

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