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CREATING CUSTOMIZED ORACLE APPLICATIONS OUTPUT

WITHOUT CUSTOM PROGRAMMING

Business Summary: WORKING IN A STANDARD ORACLE


THE NEED FOR CUSTOMIZED ORACLE OUTPUT ENVIRONMENT
APPLICATIONS OUTPUT Internal users of production documents have quite
There are billions of production documents a job. They need targeted, efficient access to
generated every day by Oracle Applications. . . appropriate information in order to do that job
whether invoices, purchase orders, sales reports, effectively. Being able to have rapid, coordinated
picking or packing slips, checks, bills of lading, responses to changing conditions is a competitive
reports, export documents or a host of other necessity.
examples. They represent the backbone of Currently within the standard Oracle Applications
information on which most organizations and their environment, the pains being felt in response to
customers and business partners act and interact. output customization include:
In today’s era of mass customization, creating and • the rising costs of pre-printed forms
distributing information based on the needs of • the rising costs associated with custom
customers, suppliers, and other internal users is programming changes
imperative to business competitiveness. Making • having the flexibility to make changes
that interaction as smooth, efficient and productive
• controling the appearance and format of
as possible has become a fundamental imperative
documents based on business standards
of business survival. In addition, having the
flexibility to respond to constant changes in market • rapid implementation deployment
demand, at a moment’s notice is required. Most enterprise applications, even the latest
client/server versions, make the assumption that
The standard Oracle Applications output used to
pre-printed forms will be employed. This is an
generate those documents rarely makes provision
assumption that often limits the user’s ability to
for customizing the information, without custom
take best advantage of network-based printer
programming, based on dynamic business
resources. The forms themselves are expensive
practices. The end result is all too often
and inflexible. Implementing changes is expensive
manifested in five identical, inflexible, pre-printed
and time-consuming and not to mention the cost
form parts distributed manually through the inter-
associated with the storage, management,
office or U.S. mail. Five identical parts designed
inventorying and handling of the forms.
for the use of the “average user” or “average
customer” of the “average organization” in the In a generic approach to Oracle output
target market population for that software product. customization, custom programming is required.
Not much consolation, and not very optimal, for the Every IT department plans and budgets for custom
organization that considers their needs to be “other modification but it is increasingly becoming a major
than average.” and growing line item. Custom programming
requires an expensive commitment to ongoing
Many organizations that considered their needs to
support and enhancements, and may even affect
be “other than average” have concerns that their
an organization’s ability to receive “standard”
Oracle output documents are too generic and
support from Oracle. Further, custom
inflexible to meet their needs. Having the lack of
modifications to packaged application software are,
ability to customize their information for internal
by definition, a recurring expense. Upgrades to
departments, vendors, customers and business
new vendor releases inevitably lead to re-
partners hinders their goal of total customer
investment in the same modifications of the latest
intimacy. Enterprises are forced to cope with a
release. In addition, most IT departments have a
plethora of processes and resource constraints to
full schedule and the time it takes to make
generate the dynamic output needed.
modifications to the application are timely and may
still not support the required specifications originally
needed.
The output generated by Oracle Applications limits THE SOLUTION FOR CUSTOMIZED
the users ability to produce powerful interaction ORACLE APPLICATIONS OUTPUT
tools. Information is static and restricted - limiting
line items, the inability to reformat data, the lack of WITHOUT CUSTOM PROGRAMMING
company individualization, the visual appealing The solution is a software engine designed for the
graphics, and the ease of use. Squinting in the dim purpose of document or output customization,
light of a dark warehouse to verify part numbers which utilizes user-defined “business rules” to
printed in 10 point type makes order-picking configure the document formatting and distribution
inefficient and error prone. And because the process for Oracle Applications. This document
information is static and not based on “user needs,” customization solution intercepts and interprets
it employs the user to create and distribute standard Oracle print streams from unmodified
documents manually. Having to manually select Oracle Applications. It identifies and encapsulates
and complete export documentation to accompany data elements and “objects” represented in the
an international order is cumbersome, time- output, and then utilizes business rules templates
consuming, inefficient and error prone. Yet these to customize the output documents. The full range
are typical daily challenges of organizations. of digital document attributes may be modified in
real-time at “print time.” The end result is:
• Dynamic control over document parameters
without the need to modify the Oracle
Applications;
• Elimination of pre-printed forms requirements
in production;
• Elimination of the manual distribution of critical
business documents;
• Reduced IT work load to customize Oracle
Applications for forms-data formatting changes
during implementation.

Figure 1
Optio develops, implements and supports a suite of
Figure 1 is an example of a standard Oracle Purchase integrated output customization and delivery
Order. It is easy to see that the output is very generic solutions that facilitates the integration,
and does not meet the expectations and needs of individualization and delivery of information
customers. throughout the enterprise and beyond. The
technology provides an enterprise-wide foundation
for ongoing output management that enables users
STANDARD ORACLE INFORMATION to customize information, as business needs
change. The solution has been developed with a
• Lack of company identification and standards component-based open systems architecture,
• No visual images – logos, barcodes, lines, allowing easy, seamless integration with disparate
boxes, shaded areas, etc. information systems and Oracle Applications. The
technology provides a gateway between legacy and
• Limited line items client/server applications and their output
• Lack of document reformatting management. Users can import legacy data into
customized forms without reprogramming the
• Manual document process original application.
WORKING IN A CUSTOMIZED ORACLE
Input APPLICATIONS ENVIRONMENT
F Channel
OptioDCS (Document Customization Server)
U integrates seamlessly with Oracle Applications
N enabling users to take advantage of the
C sophisticated capabilities of both a best-of-breed
T document and output customization solution and
I world-class Oracle Applications. The integration
O Data between the products is achieved through setting
N Maps Format Devices up new printer definitions in the Oracle
S Applications. When an Oracle Applications user
executes a print routine, the Oracle Application will
pass the standard Oracle printer “spool file” or print
Output stream into the OptioDCS software. This process
Channel will take place whether the print job of spool file(s)
which contain print output for multiple transactions,
or if the print job contains output to be printed for a
single transaction. The process of capturing the
standard Oracle “spool file” or database print
Figure 2
stream and reformatting it and then sending it to
the desired print or output destination(s) is
Input Channel: Where data comes from: stdin, transparent to the end-user who originally launched
file, odbc the print job from the Oracle Applications and
requires no modifications to the Oracle
Set Dimensions: page size, rows, columns Applications.
Delimited Data Structure
Data Maps: Location of data, set data to variables
and regions
O ra c le D B

Formats: Draw – constant text, images, barcodes,


lines combs, boxes and segments

Devices: PCL 4, 5 & GL2, postscript, 1 & 2, RTF,


GDI, thermals, text
O p tio
O racle
Output Channel: Laser printers, file, fax server, S o ftw are
A p ps O racle
SMTP (e-mail), thermal printers cold document DCS
S p oo l File
imaging

Functions: Can be used anywhere in the Figure 3


document – Anything that is done more than once.
OptioDCS (Document Customization Server) Solution
provides the customer access to their SQL database
Example: Mathematical Calculations
from within Optio Document Customization Language
(DCL). Customers can write DCL statements that will
retrieve information from the database, insert
information into the database, update information
already in the database or delete information from the
database. Optio is a Certified Oracle CAI partner on
R10.7SC, R10.7 NCA and R11.0.1.
After executing “print” from within the Oracle FOUR KEY FUNCTIONS
Applications, the elements of the print stream are
identified by location based on the “spool data • Create documents on your system. With
map.” Once identified, it is tested against pre- OptioDCS, you access datastreams from your
defined business rules. The data is then placed in Oracle Applications and automatically format
the appropriate location required by the recipient the data in new document layouts that you
and merged with the static graphical elements of create, without modifying your applications.
the documents – including logos, graphics, • Choose custom layouts based on application
barcodes, etc. Once the content and the style of content. Customize unique document layouts
the document have been created, OptioDCS will for each individual form, depending on the
deliver the document to the predefined output content contained on it. Automatically create
destination(s), which could include laser or thermal custom-tailored invoices and other documents
printers, OptioFAX, SMTP compliant e-mail with customer logos, select a unique form
systems, COLD storage devices, imaging systems, layout with unique data content requested by a
or to a file. The end result is custom-formatted customer or business partner:
documents tailored to, and automatically delivered
to the recipients. The implementation of dynamic - Consistent logo placement.
document formatting and delivery will allow users
- Shading, lines, boxes and text.
to leverage the value of the investment made in
Oracle Applications and help enterprises - Line and page compression.
accelerate implementation cycles by eliminating
- Print conditionally. OptioDCS can read the
custom programming. In addition, it will increase
data you've defined and automatically print
enterprise efficiency by distributing custom
the necessary forms or sets of forms
information quickly, improve customer satisfaction
based on your parameters. For example,
through more personalized, readable
you can automatically generate completed
communications, and lower costs through the
export documents with bills of lading based
elimination of pre-printed forms.
on destination information. You can also
identify particular data fields so that it can
print, not print, print in a different location,
print as a barcode, or calculate. You
decide, based on your specific business
rules.
- Shipping address prints as barcode.
• Distribute documents automatically throughout
your organization. With OptioDCS, you no
longer need to manually route forms. Our
distributed printing capability lets you print
forms or form sets to any compatible laser
printer in your organization. You can also e-
mail forms via your intranet, or send them via
network-attached fax servers for electronic
Figure 4 delivery to customers, business partners and
Figure 4 demonstrates how OptioDCS can process the others.
information and using conditional formatting and
- Invoice printed on laser printer in
business rules, produce a quality, professional looking
accounting department.
document.
- Packing slip faxed and shipping label
printed in shipping department.
- Invoice e-mailed to customer.
OPTIO APPLICATIONS:
ABOUT OPTIO & ORACLE
• Purchase Orders • R.F.Q.s
• Invoices • Export Documents Optio Software is a certified Oracle Cooperative
• AP Checks • MSDS Documents Applications Initiative (CAI) partner helping Oracle
• Packing Slips • Quotes develop and market the first complete integrated
• Work Orders • W2s & 1099s document and output management solution. Optio
• Bills of Lading • Payroll Checks is certified on Oracle Release 10.7 (SC & NCA)
• Barcode Labels • Statements and Oracle Release 11.0.
• Picking Tickets • Shipping Labels
• Packing Slips The CAI program provides our common customers
with a comprehensive selection of “best-in-class”
applications integrated with Oracle Applications,
THE VALUE OF OPTIO IN AN ORACLE including Oracle Financials, Oracle Distribution,
APPLICATIONS ENVIRONMENT Oracle Manufacturing, Oracle Projects, and Oracle
Human Resources.
Companies look to satisfy their business objectives
by purchasing enterprise resource planning (ERP) The Optio – Oracle Partnership
applications, since it is more cost effective than
building their own and it provides an integrated, VALUE ORACLE OPTIO
enterprise-wide foundation for information.
However, it is important that the software chosen is Flexible, Scalable, X X
flexible enough to differentiate them in the Manageable
marketplace. Optio and Oracle Applications
enable that differentiation by: supporting the unique First With Technology X X
business requirements of users, enables seamless Greatest Portability
integrations, provides ability to build custom Best Support of Dynamic, X X
extensions, flexibility to change with developing Changing Business
business requirements and protection against Requirements
technology changes in the marketplace.
“Best-of-Breed” X X
Optio’s tight integration with Oracle provides
customers an industry leading document and
output customization solution. Optio’s solution
integrates with all of Oracle’s Applications
enterprise solutions, enabling users to take full
advantage of the sophisticated capabilities of both
a best-of-breed document and output
customization software solution product and world-
class Oracle financial and manufacturing systems.

Optio’s software suite will complement and


leverage the investment made in Oracle
Applications. It will keep the implementation of
Oracle Applications “on-time” and “on-budget,”
streamline business processes, provide the ability
to have complete control of document design and
production, and provide a single source solution for
all your document formatting and delivery needs.

Optio Software, Inc.


4800 River Green Parkway
Duluth, GA 30096
Tel: +1.770.283.8500
Fax: +1.770.283.8699
www.optiosoftware.com
Email: info@optiosoftware.com