1. Pushing BI Publisher to the Limits
Session ID#:
Lisa Tran
Stoner, Inc.
Conexium
Merkur Group
#JDEINFOCUS or add your own Twitter handle

2. Agenda Overview of Stoner, Inc.
Overview of BI publisher for document formatting
Conditional Formatting
ing
Multiple printing
Label printing
Saving files
What you can’t do and disadvantages
Conclusion/Questions

3. Stoner, Inc. Stoner supplies retail packaged
Serving more than 6,000 manufacturers, service businesses, government agencies, and universities.
Stoner supplies retail packaged
goods, aerosol and bulk cleaners
and lubricants to customers
across the USA and internationally factory-direct and through distributors.

4. Overview of BI Publisher
BI publisher takes XML output from JDE UBE and allows you to manipulate and format the data to make it pretty and more usable.
There is a lot of setup to get started and each document you do needs a lot of step but it is a very powerful tool
To get started you have to generate a sample of your report in XML format to load into Microsoft word

5. Overview of BI Publisher
Use Microsoft Word with a BI publisher add in
First step is to load your XML data

6. Overview of BI Publisher
To quickly get started use all fields and it will populate all fields in a close approximation of your report – if the report has a lot of sections this may not be the best approach
Field dialog will allow you to take and place fields – when you click on a field it will give you example data

7. Overview of BI Publisher
Using tables is recommended to keep data aligned and grouped
Do present lists of data you need repeating groups which use a for each XXX data in a section and an End

8. Conditional Formatting
Simple formatting

9. Conditional Formatting
XML formatting
<?if:number(Percent_Quantity_Variance_P CA_ID26)>12?><xsl:attribute xdofo:ctx="block" name="background- color">red</xsl:attribute><?end if?>
If quantity variance >12 change background color to red

10. Conditional Formatting
XML formatting
<?if:number(abs(Amount_Variance_AA_ID28))>100.00?><xsl:attribute xdofo:ctx="block" name="font-weight">bold</xsl:attribute><?end if?>
If amount variance >100 make text bold

11. Conditional Formatting
XML formatting
<?ItemNoUnknownFormat_ID15?><?if:LineType_ID93='T'?><xsl:attribute xdofo:ctx="block" name="font-weight">bold</xsl:attribute><?end if?>
If Item line type = T make Item number bold
Put the condition in the Item field so leave the field name and add condition after.

12. Conditional Formatting
XML formatting - if else
<?xdoxslt:ifelse(xdoxslt:to_number(AddressNumber_ID32)>0,'Not Zero','Zero')?>
if Address Number is >0 then display text “Not Zero”, else display text “Zero”
<?xdoxslt:ifelse(xdoxslt:to_number(AddressNumber_ID58)=603391,ExpireDate_ID5 6,Julian_Exp_ID72)?>
if Address Number is = then field Expire date, else display Julian date
<?xdoxslt:ifelse(xdoxslt:to_number(AddressNumber_ID58)= or (AddressNumber_ID58)=680101,Julian_Exp_ID72,ExpireDate_ID56)?>
if Address Number is = or then field Expire date, else display Julian date

13. Simple Printing Program – P95620 – row exit Burst/Delivery
Print immediately to default printer
Blind submission lets you skip print dialog box

14. Data Driven Printing Program – P95620 – row exit Burst/Delivery
Then select Data Driven Printing

15. Data Driven Printing Click on the Data Driven Printer Mapping button
List a field in your XML that contains the data you want and assign it a mapping name

16. Data Driven Printing Click on the Data Driven Printer Mapping button
List a field in your XML that contains the data you want and assign it a mapping name

17. Data Driven Printing Row Exit to add printer
Filter by the name you used for the mapping and define printer

18. Data Driven Printing Printers must exist in JDE printers
You should verify printer setup in P95621 – environment specific

19. Printing to Zebra

20. Printing Example Work order printing
Print different types of work orders to specific printer (category code)
Print tank tags and retain tags (zebra fixed printer)
Print parts list for picking broken by work order type (UBE Call/Category code)
Print chemical lots list for filling – (UBE call/Category code)

21. Emailing to fixed or JDE email
Program – P95620 – row exit Burst/Delivery
Configure return address

22. Emailing There are a lot of pieces to set up to get emailing to work
Reference Doc ID
By default address is Who’s Who line 0

23. Data Driven email Program – P95620 – row exit Burst/Delivery
Then you have to construct the burst field from the report name and the heading names in your XML

24. Data Driven
Open your XML – find the section that contains the data
In case below - /R43500/Purchase_Order_Print_S42_Group/On_Ship_To_S45

25. Data Driven email Only list the path not the field with the data
Click box for Data Driven Delivery and click button for Data driven printer mapping
List field name in Delivery tag

26. Set Template for
Decide what variables you might want to have displayed in subject and body
If you define it all correct the first time, it works better
If you do not, you will have to do a full package or global variable refresh to pick up changes

27. Set Template for
In OMW Add a Data Structure

28. Set Template for

29. Set Template for Email Add variables to the Data Structure
The order you add will be the display sequence

30. Set Template for Email Define an error message
Data Dictionary Design from Fat client

31. Set Template for Email Make sure glossary type is E
If you want dynamic data drive text put a place holder (&1) (*Note! &1 = display Sequence 0 of your data structure, &2 = Display Sequence 1 of your data structure, etc.)
Description will be subject line of your
DO NOT CLICK OK UNTIL YOU ARE SURE YOU SET EVERYTHING UP THE WAY YOU WANT

32. Set Template for

33. Set Template for Email Go into the Item Glossary to add body text
Again add a place holder if you want additional text (&2)
Description will be subject line of your

34. Set Template for Email Go into Data Structure Template tab
Select Text substitution and browse to pick Data Structure

35. Set Template for Email In P95620 – row exit burst/deliver
Enter the Error message in XML Report Definition
Click Define Values

36. Set Template for
In the data structure enter the XML field name associated with values you want to print
Make sure you put a slash (/) in front of structure member value
If you want to send to a list of s – construct list in the UBE and separate values with a comma (,)

37. Save file to directory Create a data structure as described for email
Create Error message as described for
Link Data structure to Error message
From P95620 row exit to burst/delivery
Select override output file name

38. Save file to directory
In Data Item for Output file name enter your Error message

39. Save file to directory
Link the Data Selection alias to the report variable that contains the data of the file name.
Create a network share on your enterprise server

40. Save file to directory Our Enterprise server is ENT92
We did an MKLind so it was virtual and pointed to our network file server
Define the network file path in JDE Program P95641
This is environment specific - when you push up also add to the other environments*****
Click Add

41. Save file to directory Enter your report definition in header
Enter your server, *Public or other user and path

42. What it can’t do
JDE does not print color so BI publisher output directly to a printer will not print color
Use print dialog to indicate # of copies – must be in XML so # of copies must be on UBE – could be a processing option or input field
By default ing always configured for on who’s who line zero
All data has to be in the UBE so JDE modifications are often necessary (not vanilla)
Can not dynamically shrink text
Can not save to a dynamic file path

43. Contact Session 100480 Lisa Tran 717-786-7355 x3107 Stoner, Inc.
1070 Robert Fulton Highway
Quarryville, PA 17566
Lisa Tran
x3107

44. Please complete the session evaluation We appreciate your feedback and insight Session ID# 100470