How to Register Customized RDF Report in E-Business Suite

Hi Friends,

I had thought of writing something on the reports lately. I was intending to write on discoverer reports but then I got a call from an old friend and she was asking me about how can we register the RDF report into EBS? So, I thought of why not writing it for everyone out there. So here is my next blog :)

Pre-Requisites:

Pre-requisite of registering a report is

·         We must have an RDF report.

·         We must have the list of parameters of rdf report with their names and types.

·         We must know which module related information it is extracting.

·         We must know which module it should belong to. It can be either customized module/application for reports or any of the standard modules like Payables, Receivables etc.

·         We must know the output language of the report. It can be different for multi-language setup.

·         We must know the responsibility should have access to run this report.

Assumptions:

So, as per the above pre-requisites, let’s make a few assumptions

·         Report name is XX_SAMPLE.rdf

·         The report is extracting data from Payables Module.

·         Report has only one parameter of Vendor Number, i.e. of VARCHAR type and the name of parameter is P_VENDOR_NUM

·         XX_SAMPLE.rdf is a customized report that belongs to separately registered application for  customized reports XX_REPORTS

·         The output language of report is English (US).

·         The report should be available to “Payables Manager” Responsibility

Steps:

So here are the steps to register an Oracle Report Builder (RDF) report into E-Business Suite.

1.       We got to place the XX_SAMPLE.rdf file to the reports directory of corresponding application at server at the path,

$XX_REPORTS/reports/US/

2.       Log in to application through System administrator responsibility.

3.       Navigate to Executable Screen

Navigation Path: System Administrator: Concurrent -> Program -> Executable

 4.       Create an Executable.

a.       Executable Name, Short Name and Executable File Name should be same same as rdf file name. In our case it should be “XX_SAMPLE”.

b.      Enter relevant Description like “This report gives Payables Module information”.

c.       Select the Application of this executable as “XX_REPORTS”.

d.      Select the Execution Method as “Oracle Reports”.

e.      Save the executable.

5.        Now the next step is create a corresponding concurrent program. Navigate to Concurrent Program Definition Screen.

Navigation Path: System Administrator: Concurrent -> Program -> Define

 

6.       Define Concurrent Program according as per the requirement of our report. This will define a routine to call our executable, taking the input parameters and passing it to rdf report being called through associated executable.

a.       Enter Program Name as “XX Payables Vendor Payments Detail Report”. It should be user friendly name, avoid”_” and sort codes.

b.      Enter Short Name as “XX_SAMPLE”. It should be same as short name of corresponding executable; it helps tracking on later stages.

c.       Select the Application as “Payables”. This is the application, that tells which module information is being extracted by the report.

d.      Enter relevant Description for the concurrent program like “Payables Vendor Payments Detail Report”.

e.      Select the Executable we defined against our report in executable section against Name Field, in our case it will be “XX_SAMPLE”.

f.        Select corresponding Output Format; for instance, “PDF”.

g.       Select corresponding Output Style for instance, “Portrait”.

  

h.      Go to the Parameters, to enter Parameter list.

                  i.      Enter the Sequence Number for parameters like “10” for the first parameter. It is suggested to start the sequence with 10 and keep the interval of 10 for sequence value of every next parameter.

                 ii.      Enter the Parameter Name like “Vendor Number”.

                iii.      Select the corresponding Value Set in Validation Section of Parameter like “10 Characters”

                iv.      Check the Required field, if the parameter is mandatory.

                 v.      Change the Prompt to whatever you find suitable, by default it populates the name of parameter.

                vi.      Set the Token to the corresponding parameter name in our rdf file, like p_vendor_num in our case.

i.         Save the Concurrent Program.

7.       Navigate to Responsibility Screen

Navigation Path: System Administrator: Security ->Responsibility -> Define

8.       Search the responsibility that should have access to our report. And note its Request Group and Application

9.       Navigate to the Request Groups

Navigation Path: System Administrator: Security ->Responsibility -> Request

10.   Search for the noted request group and application from Step 8, which are “All Reports” and “Payables”. And add our concurrent program in the requests section of this Request Group.

a.       Select Type as “Program”.

b.      Select Concurrent Program Name against the Name field, in our case it will be “XX Payables Vendor Payments Detail Report”.

c.       Save the request group.

And you are all done. Switch to the responsibility where you have attached the report, as it is “Payables Manager” in our case and run your report from there.

I hope it will be of help. Feel free to contact me at sana.sagheer@gmail.com for any related queries.

Happy Working :)