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I request You Go through P2P Cycle after Completing BI Report first Video and OTBI First Video in this course if you don't know how to create BI and OTBI Report
Explore the basic steps of the procure-to-pay cycle, from creating requisitions and purchase orders to receiving items, generating invoices (including pay-on-receipt setups), and posting to the general ledger.
Learn to locate item and item class tables in Oracle Fusion BI, query data model and views, and join item class id to item catalog to display inventory by organization.
Create a purchase requisition in the P2P cycle by entering lines, setting delivery to inventory, and submitting for auto-approval when costs are under 1000, and check data in OTBI reports.
Explore the procurement requisition real-time subject area in OTBI, view requisition header and lines, and identify requisition number, header ID, item description, buyer, requester, ship to location, and data restrictions.
create a purchase order from a requisition by using the document builder in procurement, then configure header, lines, schedules, and distributions, and enable pay on receipt for automatic invoice creation.
Access purchase order data in Oracle Fusion BI using procurement purchasing real time subject area. Assign roles and pull po details, line items, ship-to organization, and need-by and promise dates.
Learn to create a receipt against a purchase order in Oracle Fusion, receive items to a specific organization and subinventory, update on-hand quantities, and review receipt and shipment records.
Create and manage an AP invoice with pay on receipt, using scheduled pay and receipt programs, interface tables, base tables, and role-based security to validate, tax, and post invoices.
Explore base tables for invoices in oracle fusion bi, including ap_invoices_all, ap_invoice_lines_all, ap_invoice_distributions_all, and ap_payment_schedules_all. Learn how header, line, and distribution data connect and how unpaid amounts are tracked.
Post an accounts payable invoice to the general ledger by posting from the manage invoices task. View accounting to see four lines, including two liability lines and recoverable tax line.
Learn how to trace AP invoices to GL by linking invoice distributions to event IDs through headers and lines, using import references and GL batches for OTBI reporting.
Learn how to create a payment against an invoice in Oracle Fusion BI, including setting the check payment method, linking to a bank account, payment document, and updating unpaid amounts.
Explore AP payment schedules, AP invoices, and AP invoice payments to track amount remaining and payment details, including check id, bank account, and payment id.
Build an Oracle Fusion BI Publisher report with the wizard, create a SQL data model and layout, and save to shared folders for testing and PDF output.
Learn how to run Oracle Fusion OTBI reports from the catalog or by scheduling a job, selecting layouts, data models, and output formats like PDF or Excel.
Learn to run a fusion publisher report by creating an enterprise scheduler job, using report analytics to set the path and layout, and scheduling a pdf output.
Create a manual report layout in Oracle Fusion BI by building a data model, designing with XML tags, and uploading the layout for catalog execution.
Create manual report layouts in Oracle Fusion BI using a data model and XML templates, export, upload, and run or schedule the report from the catalog.
Explore formatting properties for report layouts, including pdf output security and password protection, and learn how to configure, schedule, and verify pdf reports in the catalog.
Learn to apply currency format in Oracle Fusion BI layouts by using the format currency tag and a format mask, displaying columns with correct decimal and grouping, e.g., INR.
Apply style sheets as templates by creating, uploading to the catalog, and applying them to report layouts to standardize header, footer, date, and PDF output across reports.
Create master detail reports using group level links in Oracle Fusion BI, linking groups via a bind parameter on customer ID and generating a report from the data model.
Create a master detail report using subgroups by building a single query data model, establishing master–child relationships, and moving elements between groups to form grouped layouts with subgroups.
Learn how to use aggregate functions—sum, count, average, first, last, min, max, and summary—within a data model to analyze invoice data in Oracle Fusion BI.
Use expressions to perform arithmetic operations on columns in Fusion DB, including addition, subtraction, multiplication, division, and modulus, to create calculated fields like extended amount and revenue amount.
Utilize the if function in expressions to output invoice line for line type or tax line otherwise, and classify tax rate as low or high.
Learn to use the not operator in expressions to evaluate the user language via the standard user_report_locale variable, returning true or false and driving multi-language layouts with template calls.
Explore expressions in Oracle Fusion BI with the and function, evaluating boolean conditions like revenue is null and tax rate is not null, and using end and ampersand syntaxes.
Understand the or function in OTBI expressions, using revenue and tax rate examples, and learn how short-circuit evaluation affects a third condition and the pipe symbol as or.
Learn how min and max expressions operate in OTBI reports, including single-expression results, salary examples, and the SQL-like comparison used with multiple expressions.
Demonstrates round and sum expressions in OTBI, including rounding extended amount to zero decimals and adding it to revenue amount, and explains string concatenation and Oracle SQL comparison.
Master Oracle Fusion BI: build OTBI reports using bind parameters, test joins, explore data models and datasets, and configure prompt-driven outputs.
Bind parameters in Oracle Fusion BI reports using independent value sets and translated independent lists of values, while handling non-value sets, dependent value sets, and translations in publisher.
Create a table value set from a database query, attach it to a parameter, and use the $FLEX$ concept to dynamically filter values by transaction type.
Explore sub templates in Oracle Fusion BI by creating a data model, main and sub templates, uploading to the catalog, and calling the sub template from the main template.
Learn to create a multi-language OTBI report by building a data model and layout, exporting and editing an xliff translation file, and running translated outputs from the catalog.
Set the report to the user’s language, such as Spanish, to see locale-specific translations in a multi-language report with default html output.
Learn to burst fusion bi reports by splitting outputs via customer id or tr number and delivering them through email, ftp, sftp, or file.
Fix the bursting query to return two invoices by removing duplicate lines or using distinct, then test the bursting workflow to ensure only two emails are sent.
Learn to build an AR invoice report query from scratch in Oracle Fusion BI, linking party, cost accounts, and site data to produce bill-to and ship-to details with parameters.
Learn to build an OTBI invoice report in Oracle Fusion BI by configuring list of values, using Fusion DB data sources, and creating a master-detail layout with RDF.
Master Oracle Fusion BI OTBI reporting by generating AR invoice reports that use for-each section and page break logic to render each invoice on a separate page.
Fix header repetition in AR invoice reports by converting the header into a template, calling it on subsequent pages, and validating the layout and data model queries.
Create dynamic logos in Oracle Fusion BI reports by using a parameterized sub template called logo, called from a main template, with conditional logic for US and UK operating units.
Learn to limit lines per page in BI Publisher by using a lines-per-page variable, tracking the current position, and triggering a page break with a break before page attribute.
Learn to limit lines per page in BI Publisher by declaring a lines-per-page variable and applying page breaks, ensuring headers repeat on every page for consistency.
Learn how to create and attach an Excel template to a data model in Oracle Fusion BI, mapping XML data to elements and groups, and validating the layout.
Learn to build a master detail report in Oracle Fusion BI using an Excel template, including data model setup, master and child queries, layout, tags, and grouping.
Discover how to create an OTBI analysis in Oracle Fusion by selecting a subject area, building a layout, and running the report from browse catalog or home search for output.
Explore how to create and use prompts in Oracle Fusion reports, turning analyses into parameterized prompts driven by supplier values to filter invoices.
Create a supplier invoice listing report in OTBI using a compound layout with titles, logos, and a table layout, including a calculated original amount and page controls.
Learn to set up inline parameter prompts with a business unit input that drives a dependent invoice prompt, configure prompts, enforce required input, and test results across units.
Learn to create ad groups and calculated items in OTBI, group invoice types (debit/credit memos, prepayment, payment request), and apply subtotals and formatting across operating units.
Explore the new calculated item in oracle fusion bi to perform arithmetic with otbi data, compare with grouping, and compute sums, averages, and net invoice amounts including credit and debit memos.
create a master-detail otbi report with a master business unit table and a detail invoices table, including a distinct count by unit and prompts for filtering.
Learn to build and customize dashboards in Oracle Fusion BI OTBI by adding analyses, creating dashboard prompts, and filtering data with master-detail relationships for actionable insights.
Explore how action links in oracle fusion bi enable navigating to content and web pages from a dashboard, and opening standard fusion screens to view invoice details or analyses.
Around 4 to 6 hrs of Content will added to OTBI Report section in this course as soon as possible !
Hope you liked the course !
Course Content :
General:
Oracle Fusion BI Publisher
Oracle Fusion Cloud
SAAS
Reporting
Data Analysis
Business Intelligence
Technical Training
Online Course
Udemy
Certification (if applicable)
Specific:
User Creation (Class 2)
Base Tables (Class 2)
Report Design (Class 3)
Report Layout (Class 6-11)
Expressions (Class 17-23)
Bursting (Class 30)
Delivery Channels (Class 30)
Multi-Lingual Reports (Class 28-29)
AR Invoice Reports (Class 32-36)
Excel Templates (Class 41)
ESS Jobs (Class 5)
Procure-to-Pay Cycle (if applicable)
Class1- Introduction
class2 - Oracle Fusion application (SAAS) User Creation with base tables
class3 - Oracle Fusion BI publisher - First Report
class4 - Running The report From Catalog
class5 - Running The report From Fusion Application by creating ESS JOB
class6 - Report Layout Creation using Manual Method - 1
class7 - Report Layout Creation using Manual Method - 2
class8 - Report Layout Properties Explained - General
class9 - Report Layout Properties Explained - Caching
class10 - Report Layout Properties Explained - Formatting
class11- Report Layout Properties Explained - Currency Format
class12- Style Sheet Template
class13- Master Detail Report using Element Level link
class14- Master Detail Report using Group Level link
class15- Master Detail Report using subgroups
class16- Aggregate functions
Class17- Expression - Arithmetic Operation on columns
Class18- Expressions - IF (exp) With Example
class19- Expressions - NOT with xdo_user_report_locale
class20- Expressions - AND Function
class21- Expressions - OR Function
class22- Expressions - MIN AND MAX Function
class23- Expressions - ROUND , SUM Function
class24- working with bind parameters
class25- Bind Parameters with Independent and translated independent LOV
class26- Bind Parameters with Table value set and $FLEX$ concept in Fusion
Class27- sub templates in bi publisher
Class28-Multi Lingual Report with BI Publisher or translations
Class29- Multi Lingual Report with BI Publisher or translation's -Testing
Class30- Oracle BI Publisher Bursting - Delivery Channel (EMAIL ,FAX ,SFTP , FTP ,PRINT )
Class31- Oracle BI Publisher Bursting - Delivery Channel (EMAIL ) -Testing
Class32-AR invoice report development from Scratch - SQL query development part1
Class33-AR invoice report development from Scratch - SQL query development part2
Class34-AR Invoice Report -for-each and master Details Report
Class35-AR Invoice Report -for-each@section and split-by-page-break
Class36- AR Invoice Report - Repeating Header
Class37-Sub template with parameter or dynamic logo based on business unit name
Class38-Limiting Lines per page in RTF Logic
Class39-Limiting Lines per page in Bi Publisher with execution
Class40-Display Barcodes in Bi publisher with execution
Class41- Working With Excel templates (Simple and master detail and multi sheet)
And complete OTBI Reports
Based On response to This course I will add bellow Topics in Near Future
1. AP Check Printing Customization
2. ACH Payment File Customization
3. AR Invoice Customization
Procure To pay cycle in oracle Fusion Cloud ERP
1. Create Requisition
2. Create Purchase Order
3. Create Receipt
4. Create AP Invoice
5. Create Payment
6. Post To GL
7. Bases tables For requisition
8. Base tables For Purchasing
9. Base tables for Receiving transactions
10. Base tables for AP invoice and AP Invoice payments
11. Base Tables For XLA and GL
12 .Roles required to perform P2P Cycle
13 .Basics for Payment Format (Manage Formats)
14.Payment Documents for bank accounts (Manage Bank Accounts )
15 . Payment Process Request / profile
16. How to create item / item class
17.base tables for item and item class
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