BI Publisher and emailing ACH remittances

jimmymac

Reputable Poster
We are E1 9.0, tools 8.98.42, and have embedded BI Publisher. We user BI Publisher for formating checks and ACH remittances, but curently do not email any output.

We have a request from AP to email the ACH remittances and it appears that BIP has the functionality to do that. However, what I do not see yet is how to handle the following situation.

ACH remittances are created when the user runs the Write step in the Payment Group process. But it looks like when we have this set up and working, the ACH remittances would be emailed when the Write step is executed and the ACH remittances are created.

This would seem to be a problem, since the Payment Group is not really done until the UPdate step, so the user could undo/reset the payment group, and do the Write step again or back out the payment group altogether.

In a past job, we used CreateForm and were able to schedule the delivery of the email. AP knew that if they had done the Write on an ACH batch but had to reset or undo it, we needed to pull those ACH documents from being emailed.

Is there any capability in BI Publisher to help us address this. Can you in effect stage the emails but not delivery them immediately? Any thoughts, or experiences from someone who has implemented this or dealt with these questions would be appreciated.
 
My 2 cents...
1. You can modify the jde.ini to archive BI output.
2. Write Payment group and associated email details to a temp file while writing the check. This will also store details such as Job number (BI PDF will be uniquely identified by this)
3. When user update the payment group write logic to email by retrieving details from this temp file using Email merge JDE business function.
 
Thanks Abhishek, I like that approach. We'll look at the archive option. We have BI publisher templates for checks and check attachments, as well as ACH remittances.

Do you know if its possible to archive only certain documents or if you set up archiving in BI publisher does that mean everything is archived?
 
We had a similar scenario with emailing paystubs (R07233) where the Payroll Manager wanted to be able to review the paystub output before emailing them. We accomplished this by creating two Report Definitions; one that would only produce the output, and one that would email the output. When the R07233 is submitted it uses the "output only" report definition by default. Then when the Payroll Manager is ready to email the paystubs, she goes in her job queue and re-publishes the R07233 job using the "email output" Report Definition.
 
It will archive all BI output. Downside of using archiving.
But you can configure on scheduler archive clearance job (it clears archive folder. It is provided by Oracle.)
 
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