7.1 Customizing Existing Base BIP Reports

Pre-Requisites
  1. Please make sure that we should not change any base letters.
  2. The letters should be placed into the same folder structure.
    For Letters  Shared Folders/oracle/fll/xmlp/letters
  3. Consider a base report lcolt1_em_100_01 (Collection Letter).
  4. Let us assume we will do some customizations on the base report and create a new report called xyzlcolt1_em_100_01(Here XYZ is bank /customer code).
  5. Search for the base letter and press More  Copy as shown in the image below.

    Figure 7-1 Customizing Base Letters 1


    Description of Figure 7-1 follows
    Description of "Figure 7-1 Customizing Base Letters 1"

  6. After pressing copy go to the folder where you want to paste the new report and press the Paste Resource button as shown in the image below.

    Figure 7-2 Customizing Base Letters 2


    Description of Figure 7-2 follows
    Description of "Figure 7-2 Customizing Base Letters 2"

  7. On pressing Paste Resource button, a new report will be created in the directory with name as Copy of lcolt1_em_100_01
  8. Select the particular report (Copy of lcolt1_em_100_01) and press More Rename as shown in the image below

    Figure 7-3 Customizing Base Letters 3


    Description of Figure 7-3 follows
    Description of "Figure 7-3 Customizing Base Letters 3"

  9. Enter the new name as xyzlcolt1_em_100_01 and press Rename button as shown in the image below.

    Figure 7-4 Customizing Base Letters 4


    Description of Figure 7-4 follows
    Description of "Figure 7-4 Customizing Base Letters 4"

  10. Do similar Copy, Paste and rename activity for the data model side also for the particular report which will be with the same name as of the report in the same directory.
  11. After the new report is ready i.e. xyzlcolt1_em_100_01. We can now do our customizations whatever is required on this new report.
  12. So after Completing from bi publisher side we need to make an entry in the database for the new report to be available in the front end application.
  13. Go to Setup Products  Letters in the front end and add a new record with package name as xyzlcolt1_em_100_01 as shown in the image below. Only one letter can be saved only for following combination.
    • Letter Type
    • Company
    • Branch
    • Product
    • State
    • Currency
  14. Save and return.

    Figure 7-5 Customizing Base Letters 5


    Description of Figure 7-5 follows
    Description of "Figure 7-5 Customizing Base Letters 5"

    Note:

    There is no Impact on customization letters when a new base patch applied in the system. All customized letters will not be override, removed or modified.

Parent topic: Customize Existing Base BIP Reports