OIC ERP - Send custom Invoice report using Ess Job call and BI bursting report

Usecase: Instead of directly send the custom invoice report using Notification activity, we can also alternatively call ess job and do BI report bursting and send the email notification.

Highlevel steps:

1. Create Data models
2. Add BI bursting with email delivery channel.
3. Create RTF template using msword BI publisher plugin.
4. Upload the RTF template and create BI report
5. Create ESS job and call the BI report as reporting id.
6. From integration, call the submitESSJobRequest of erp cloud adpater erpIntegrationService with load id and source name as input feeds.

Detailed steps:

Step1: Create Data Model:

Invoice Callback Custom BI report SQL query:

WITH details AS

(Select 'Source: AP : ' || (select DISTINCT aii1.source FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id) AS source_name,

'Total number of invoices received: ' || (select TO_CHAR(COUNT(invoice_id)) AS invoice_id FROM ap_invoices_interface aii1 WHERE aii1.load_request_id =  :p_load_request_id) AS count_rcv,

'Total dollar amount of invoices received: '|| (select NVL(SUM(invoice_amount),0) AS invoice_amnt FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id) AS amount_rcv,

'Total number of invoices loaded from staging table: ' || (select COUNT(invoice_id) FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id and aii1.status = 'PROCESSED') AS count_loaded,

'Total dollar amount of invoices loaded from staging table: '|| (select NVL(SUM(invoice_amount),0) FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id and aii1.status = 'PROCESSED') AS amount_loaded,

'Total number of invoices not loaded from staging table: ' || (select COUNT(invoice_id)  FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id and NVL(aii1.status,'REJECTED')= 'REJECTED') AS count_ignored,

'Total dollar amount of invoices not loaded from staging table: '|| (select NVL(SUM(invoice_amount),0)  FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id and NVL(aii1.status,'REJECTED')= 'REJECTED') AS amount_ignored,

'Total number of errored invoices: ' || (select COUNT(invoice_id) FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id and aii1.status= 'REJECTED') AS count_rejected,

'Total dollar amount of errored invoices: '|| (select NVL(SUM(invoice_amount),0) FROM ap_invoices_interface aii1 WHERE aii1.load_request_id = :p_load_request_id and aii1.status = 'REJECTED') AS amount_rejected,

'00121' KEY

From DUAL

Where (select distinct aii1.source from ap_invoices_interface aii1 where aii1.load_request_id = :p_load_request_id and aii1.source = :p_source) is not null

 )

Invoice error details SQL query:

Select Distinct aii.invoice_num, aii.invoice_date,aii.vendor_num,aii.invoice_amount,'00121' KEY from ap_invoices_interface aii where aii.load_request_id = :p_load_request_id and aii.source= :p_source and aii.status = ' REJECTED'

Step2 : create email bursting

Bursting query used:

Select

'00121' as "KEY",

'Template' TEMPLATE,

'en-US' LOCALE,

'XLSX' OUTPUT_FORMAT,

'CONTROL_REPORT' || to_char(SYSDATE, 'yyyymmdd') OUTPUT_NAME,

'EMAIL' DEL_CHANNEL,

'ReceiverEmail@gmail.com' PARAMETER1,

NULL PARAMETER2,

'SenderEmail' PARAMETER3,

'Import Invoice Control Report for Source : '|| :p_source || to_char(SYSDATE,'yyyymmdd') PARAMETER4,

'Please find attached Control Report' PARAMETER5,

'true" PARAMETER6,

NULL PARAMETER7

FROM DUAL

Step3: Create RTF template:

https://soalicious.blogspot.com/2024/01/erp-create-rtf-file-based-on-data-model.html

https://soalicious.blogspot.com/2022/12/erp-how-to-create-rtf-template-from.html

Step4: Create BI report.

Step5: create ESS job which will invoke this BI report.

Go to Home > My enterprise > Setup and Maintenance search with Manage Enterprise Schedule > click on Manage Enterprise Schuduler Job Definitions and job sets for financial, suppy chain management and related applicarions > click on create (+) button 

Provide BI report absolute path to reporting id.

We can test/schedule the created ESS job from tools > Scheduled Processes > schedule new process

Search with ESS job name and provide required input feeds and submit.

Step6: From integration, call the submitessjob of erp cloud adpater erpIntegrationService with load id and source name as input feeds.

Jobdifinition: "Test_AP_Email_CTRL_ESS1"

JobPackageName: "oracle/apps/ess/custom/ess"