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Saturday, August 11, 2018

Setup Remittance Advice Email Notification PDF Attachment for Suppliers


1. Login using the SYSADMIN user
2. Responsibility: Workflow Administrator Web Applications
àAdministrator Workflow àBusiness Events.
3. Search Criteria  = oracle.apps.ap.payment ,
4. Click Go.
5. Click the "Subscriptions" icon for the Payment Event.
6. Click the Edit icon for ap_payment_event_wf_pkg.rule_function
7. Change the Status from "Enabled" to "Disabled" in Execution Condition Region.
8. Click Apply.

Configure BI (XML) Publisher Separate Remittance Advice (SRA) Delivery.

1. Create the instance specific xdodelivery.cfg file
<?xml version='1.0' encoding='UTF-8'?>
<config xmlns="http://xmlns.oracle.com/oxp/delivery/config">
<!-- ======================================================== -->
<!-- servers section -->
<!-- List your pre-defined servers here. -->
<!-- ======================================================== -->
<servers>
     <server name="myprinter1" type="ipp_printer" default="true">
          <uri>ipp://myprinter1.oracle.com:631/printers/myprinter1</uri>
     </server>
     <server name="myprinter2" type="ipp_printer" >
          <host>myprinter2.oracle.com</host>
          <port>631</port>
          <uri>ipp://myprinter2.oracle.com:631/printers/myprinter2</uri>
          <authType>basic</authType>
          <username>xdo</username>
          <password>xdo</password>
     </server>
     <server name="myfax1" type="ipp_fax" default="true" >
          <host>myfax1.oracle.com</host>
          <port>631</port>
          <uri>ipp://myfax1.oracle.com:631/printers/myfax1</uri>
     </server>
     <server name="mysmtp1" type="smtp_email" default="true">
          <host>myprinter1.oracle.com</host>
          <port>25</port>
     </server>
     <server name="mysmtp2" type="smtp_email" >
          <host>mysmtp12.oracle.com</host>
          <port>25</port>
          <username>xdo</username>
          <password>xdo</password>
     </server>
</servers>
<!-- ======================================================== -->
<!-- properties section -->
<!-- List the system properties here. -->
<!-- ======================================================== -->
<properties>
     <property name="ds-temp-dir">/tmp</property>
     <property name="ds-buffering">true</property>
</properties>
<!-- ======================================================== -->
<!-- channels section -->
<!-- List the custom delivery channels here. -->
<!-- ======================================================== -->
<channels>
     <channel name="file">oracle.apps.xdo.delivery.file.FileDeliveryRequestFactory</channel>
</channels>
</config>


The Separate Remittance Advice will use the e-mail host, printer and fax details which are set up in this file.
Note that the SRA log file will show following error with above xdodelivery.cfg example:
   oracle.apps.xdo.delivery.MissingRequiredPropertyException: Required property missing. Property name :[HOST]

2. Save the xdodelivery.cfg into the $XDO_TOP/resource directory.
$XDO_TOP/resource directory will need to be created in case it does not exist already.

3. Set the Profile Option IBY: XML Publisher Delivery Manager Configuration File

Ensure the filename xdodelivery.cfg is in lowercase and include the full path and file name in the Profile Setting
Note: Do not use environment variables or relative paths while specifying the location of xdodelivery.cfg file in the profile option IBY_XDO_DELIVERY_CFG_FILE. Please use ABSOLUTE path instead.

4. Configure Profile options
IEX: SMTP From
Should Specify the E-mail From Address

IEX: SMTP Host
Should Specify the E-Mail host.

5.  Login to the application.
Responsibility = Application Developer
Navigate : Application -> Messages

Query
IBY_FD_SRA%

Two Messages are returned.
IBY_FD_SRA_EMAIL_FROM
The Seeded message is...
account_payables@visioncorp.com

and the other
IBY_FD_SRA_EMAIL_SUBJ
The Seeded message is...
Separate Remittance Advice: payment reference number - &PMT_REF_NUM

IBY_FD_SRA_EMAIL_BODY -  This is for configurable message body and this will
go as inline content for emails that have output attached as a pdf.

IBY_FD_SRA_ATTACHMENT - This value is by-default set to FALSE and should be
set to TRUE for using the new enhancement, if this is set to TRUE then the
output will be sent as PDF attachment, else the same behavior(inline content)
is retained.

Modify those messages to meet your requirement.

6. Configure the Separate Remittance Advice Delivery Method at Supplier and Supplier Site. You also specify the e-mail address for the supplier if you want to e-mail the remittance advice.

1. Go into the responsibility: Payables
2. Navigate to MENUPATH > Supplier > Entry
3. Query supplier
4. Click on Payment Details
5. In Supplier Sites region click on 'Update Payment Details'
6. Go to tab Separate Remittance Advise Delivery
7. Select 'E-mail' from Delivery Method LOV
8. Enter E-Mail adress
9. Save
10.Run query below:

select payee_party_id, REMIT_ADVICE_DELIVERY_METHOD, REMIT_ADVICE_EMAIL
from iby_external_payees_all
where payee_party_id = <payee_party_id>;

7. Specify the Separate Remittance Advice Format when configuring the Payment Process Profile.
Reporting Tab
Format - Specify The Remittance Advice Format you wish to use for this PPP Automatically Submit at Payment Completion Point - Check the Box for Automatic Submission
Allow Multiple Copies for Payment Instruction - Check The Box if you want the user to be able to print more than once.
Condition

All Payments or Number of Documents or Payment Detail Length - You may Choose to Create a Remittance Advice Under Certain Conditions Only
Delivery Method
E-mail or Fax or Printed - The Default for the PPP of how the Remitance Advice will be delivered
Override Payee Delivery Method Preference - Check the box if the PPP Delivery Method takes precedence over the Delivery Method configured for the Supplier Site.
 
Note : Apply the patch (R12.2 20526954:R12.IBY.C) to send the Remittance Advice as Email attachment in PDF


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If you are facing any issues while copying the Code/Script or any issues with Posts, Please send a mail to OracleApp88@Yahoo.com or message me at @apps88 or +91 905 957 4321 in telegram.
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