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A Step-by-Step Guide to Print BU Specific Receivable Transactions Invoice Templates


Pathan Jahir - June 20, 2024

Reading Time: 4 minutes

In this blog, we will walk you through the steps necessary to customize receivables transactions invoice templates and make them BU-specific. Let’s get started.

Step 1: To find the Default Receivables Invoice Templates and Data model, navigate to:  /Shared/Financials/Receivables/Bill Presentment.

Step 2: To get a copy of the template and data model automatically into custom folder, open in a new tab by adding the extension at the end of the URL with xmlpserver to get the customized option as shown below:

Ex: https://XX-XXXX-XXX-saasfaprod.fa.ocs.oraclecloud.com/xmlpserver/servlet/catalog

By using the below navigation, we can find the custom Invoice template and Data model: /Shared/Custom/Financials/Receivables/Bill Presentment.

Step 3: We can create a Custom template from scratch, or we can use the existing one for minor changes. After preparing the custom template using BI Plug-in as shown below, we need to save the file with .rtf extension.

Step 4: To upload the custom template, double click on the invoice template which we placed in the custom folder as shown:

Step 5: To upload the custom template, click on View a List > + > Upload.

Step 6: Then provide the information and upload the template from our local storage by selecting the type as .rtf as shown below:

Step 7:  We can see the screen as shown in the screenshot below.

In View a List:

Step 8: Save the changes and close it.

Step 9: Now, we need to do the setup to make the custom template available for Business Unit Specific by following as shown below:

Navigation: Setup and Maintenance > Search > Manage Standard Lookup

Step 10: To create the Lookup, click on “+ “icon and enter the below values to create the custom lookup:

Lookup Type: ARBPA_SELECT_INV_TEMPLATE

Meaning: ARBPA_SELECT_INV_TEMPLATE

Description: ARBPA_SELECT_INV_TEMPLATE

Module: Receivables

For Debit Memo, Credit Memo, and chargeback create lookup type as following:

  1. ARBPA_SELECT_CM_TEMPLATE
  2. ARBPA_SELECT_DM_TEMPLATE
  3. ARBPA_SELECT_CB_TEMPLATE

Step 11: Save it and create the lookup codes for the type by providing below details under Lookup Codes section as shown:

Lookup Code: < Business Unit > [Note that there is a 30-character limit for the BU Name]

Meaning: <Custom Template name>

Description: <Default Output format>

Step 12: Save and close it. Finally, the setup is done.

Step 13: To Schedule the ESS Process back to Home in the Fusion Instance and follow the below path:

Navigation: Tools > Schedule Processes > Schedule New Process > Print Receivables Transactions

Step 14: Select the Business Unit and automatically it will pick the custom Template which we have given in the setup.

Step 15: Submit the request and find the output template after the ESS job gets successful as shown below:

If you have any questions or concern, please get in touch with us on [email protected].

Pathan Jahir

Jahir has completed his B.Tech in Electronics and Communication Engineering. His expertise is Oracle EBS Finance, Procurement, PL/SQL and Oracle Fusion Cloud SCM Applications. Currently, he brings his valuable skills to the role of Oracle Techno-Functional Consultant at Conneqtion Group.

Author avatar

Pathan Jahir

Jahir has completed his B.Tech in Electronics and Communication Engineering. His expertise is Oracle EBS Finance, Procurement, PL/SQL and Oracle Fusion Cloud SCM Applications. Currently, he brings his valuable skills to the role of Oracle Techno-Functional Consultant at Conneqtion Group.

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