PHANI MAMILLAPALLI

6/18/20
EXTENDING PAYABLES ECC DASH BOARDS

GOAL

In this document, we would be looking extending the ECC payable dashboard by creating a
custom dash board as per the business requirement.

BUSINESS SCENARIO

The requirement is to view all the unpaid invoices in the system either by supplier type or
invoice type and display the data in the table format as well as graphical representation for easy
review by the management.

APPROACH

We would be creating a custom dash board copying from the seeded dashboard /page and
display this new dashboard in place of the seeded dash boards with the help of self-service
page personalization.

PRE-REQUISITES

We would be using the ECC payable dash board integrated with Oracle E-Business suite 12.2.4
throughout the presentation.

STEPS TO EXTEND DASH BOARD

1. Login as Admin user (this is the default user created when installing the ECC).
2. Navigate to ECC Developer Responsibility and select application Payables.
2.1. Payables application has 3 dashboards by default.
2.1.1. Supplier Balances
2.1.2. Holds
2.1.3. Discounts
3. Select the copy page option on the Supplier Balances page.
4. Provide the following values.
4.1. Page short Name : xx-inv-unpaid-age
4.2. Page Name : xx-inv-unpaid-age
4.3. Check the Enabled Check box.
4.4. Select the Page Layout as “Side nav(Default)” and save the record.
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5. A blank page gets created as follows.

6. Click on the configuration/settings icon ( ) of the Available Refinements region.

6.1. Available refinements enable the interactive navigation through the data. Data displayed
in the dash board is filtered based on the value selected.
6.2. Here we have selected the refinement values as supplier name and invoice type. i.e we
want the dash board to filter the data based on the values selected in either of the
conditions.

7. On the page that opens up, select values for the following.

7.1. Data Set: Installments.

7.2. Attribute list: Invoice Type, Supplier Name.

8. This is how the page looks after selecting the values for refinements.
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9. Up on expanding the Available Refinements Section, page would be displayed as follows.

10. We now add the components to the Dash Board from the “Open component list” option at
the bottom of the page.
10.1. Various components available are:
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10.1.1. Summary bar: to provide an over view of data on the dashboard.

10.1.2. Chart: for graphical representation of data.(pie chart,barchart,bubble chart etc.)
10.1.3. Results grid :used to display list of records that contains different elements of the
record.it has powerful capabilities for listing log text values, images,
indicators,buttons,icons.
10.1.4. Tab layout: to group components on the dashboard.
10.1.5. Results table: This is used to display the data in the tabular format.
10.1.6. Search component: to define the filter criteria based on which the data to be
filtered.
10.1.7. Tag cloud: Tag cloud components allows user to compare a set of displayed
terms based on the value of the metrics associated.

11. Add the Tag cloud

11.1. Select the tag cloud from the Add component list and drag and drop the same on the
dashboard.
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12. Now configure the tag cloud to display the sum of unpaid amounts by supplier.

12.1. Click on the configuration icon of the tag cloud( )

12.1.1. Provide the tag cloud title as “Supplier Overview”
12.1.2. Select data set as “Installments”
12.1.3. Record identifier “Supplier Name”
12.1.4. Click on Add new Condition and provide the following.
12.1.4.1. Payment_status_flag = N
12.1.5. Under visualization tab, select the show metric value button and enter the
number of items to be displayed is 25
12.1.6. Dimensions tab, select the values as supplier name and unpaid amount.
12.1.7. Metrics tab, click on the add metric button and provide the following.
12.1.7.1. Attribute : unpaid amount
12.1.7.2. Aggregation :Sum

13. Now click on the save button to save the configuration changes. Up on completion, the tag
cloud would display the supplier name with the unpaid invoice amounts.

14. Selecting the supplier name as “Advanced Network devices” under refinements, we can
restrict/filter the tag cloud to display the only data with respect to this supplier.
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15. Graphical representation of data – Bar chart.

16. Select the Chart component from the “Open component list” ( ) option at the bottom of the
page.
17. Drag and Drop the component on the layout.
18. Click on the configuration ( ) icon of the Chart component.
19. Configure the components by providing the following values
19.1. Chart Title : Unpaid amounts by supplier
19.2. Data Sets : Installments
19.3. Record identifier :Supplier Name
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19.4. Condition: Unpaid amount >=100000 (this is to display only those supplier records
where the total unpaid amount is greater than 100,000.

19.5. Char type: Bar

19.6. X-Axis Title: Supplier Name.
19.7. Y-Axis Tile : Unpaid Amount
19.8. Enable Zoom: select this option if you wish to zoom in to the details on the bar chart.
19.9. Select the type of bar chart (horizontal or vertical alignment) and the thick ness of the
bars being displayed in the chart.

19.10. Dimensions: select the supplier name and unpaid amounts.

19.11. Metrics: (+Add Metric button) and Select the following.

19.11.1. Select the Attribute as Unpaid Amount
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19.11.2. Select the Aggregation as Sum

19.12. Chart cascade, aggregation conditions, conditions for display are optional hence
were not configured.
19.13. Click on the save button to save the configurations.
19.14. After saving, the layout would be as follows.

20. Graphical representation of data – Pie chart.

21. Select the Chart component from the “Open component list” ( ) option at the bottom of the
page.
22. Drag and Drop the component on the layout.
23. Click on the configuration ( ) icon of the Chart component.
24. Configure the components by providing the following values
24.1. Chart Title: Unpaid amounts by invoice type
24.2. Data Set: Installments
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24.3. Record Identifier : Invoice Type

24.4. Conditions: leave blank

24.5. Chart Type : Pie
24.6. Dimensions : select the values Invoice Type and Unpaid amount
24.7. Metrics: Click on (+Add Metric button) and select the following.
24.7.1. Select the Attribute as Unpaid Amount
24.7.2. Select the Aggregation as Sum
24.8. Click on the save button to save the configurations.
24.9. After saving, the layout would be as follows.

24.10. Selecting on the invoice type values, we can restrict/filter the pie chart to display data
only for selected Invoice Type.

25. Tabular representation of Data: -Results Table

26. Select the Result Table component from the “Open component list” ( ) option at the
bottom of the page.
27. Drag and Drop the component on the layout.
28. Click on the configuration ( ) icon of the Result Table component.
29. Configure the component by providing the following values
29.1. Results Table Title : Unpaid Invoices
29.2. Data set: Installments.
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29.3. Record Identifier : Supplier Name

29.4. Conditions : Click on the (+Add new Condition button)
29.4.1. Attribute :Payment status
29.4.2. Operator : =
29.4.3. Value : Not Paid
29.5. Attributes: These are the fields/Columns that are to be displayed in the table. Select
the desired attributes that are to be displayed in the table.
29.6. Click on the save button to save the configurations.
29.7. After saving, the layout would be as follows.

30. Summary representation of Data – Summary bar.

31. Select the Summary Bar component from the “Open component list” ( ) option at the
bottom of the page.
32. Drag and Drop the component on the layout.
33. Click on the configuration ( ) icon of the Summary Bar component.
34. Configure the component by providing the following values
34.1. Summary Bar Title : Unpaid Invoice Summary
35. To add item to the summary bar click on the (+ Add Summary Item)
36. Summary item can be added based on the following.
36.1. Metric value: Displays value of a specific metric, such as total sales or average profit.
Can be used to navigate to a destination dashboard or tab and optionally invoke a
refinement action.
36.2. Dimension value: The dimension value associated with either the top or bottom
value of an associated metric value, such as the supplier with highest unpaid amount.
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36.3. Flag: flag display the count of the specific dimension configured. A popup is displayed
with additional metrics.
37. We can configure the Result set table to open the invoice in invoice workbench when user
click on the invoice number link in the result set table.
38. Now that we have created a new dash board by extension, we need to personalize the ECC
dashboard pages to display this report in place of one of the existing reports.

Note: by default only 3 tabs are provided by development and cannot add one more tab in
ECC dashboard. Hence we need to replace one of the seeded reports with our custom
report through Page personalization which we would be discussing below.

CREATING FORM FUNCTION

39. Create the FND function: Now that the page is created, in order to display this page, the
admin has to create a form function to show this page in the Oracle E-Business Suite.

40. In Oracle E-Business Suite environment, navigate to the Functional Administrator

responsibility

40.1. In the Core Services tab, select the Function subtab.

40.2. Select the Create Function tab.
40.2.1. Enter the function code, ‘xxx_paid_invoices’.
40.2.2. Enter the function name, ‘xxx_paid_invoices’.
40.2.3. For Type, select ‘SSWA jsp function’. d. Click the Continue button.
40.2.4. Enter the page URL in HTML Call text box
Note: in the Page URL, enter the page key created in the Copy Existing Page
section
40.2.5. Click the submit button.
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40.3. In the Functional Administrator responsibility navigate to Security > Permission set.
40.3.1. Query for the permission set name: Payables Command Center Access
Permission Set.
40.3.2. Click on update.
40.3.3. Add the new FND function “xxx_paid_invoices” to the permission set.
40.3.4. Click on Apply.
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PERSONALIZE THE OAF PAGE

41. Personalize the OA page to display the new report: We need to personalize the Oracle
Application Frame Work page by performing the below steps to display the new report.
41.1. Navigate to Payables Command center in the Oracle E-Business suite and select one
of the tab: Discounts.
41.2. Select Settings >Personalize in the OAF page.
41.3. Select the Rich Container : ( Payables Discpage)

41.4. Click on the personalize pencil icon.

41.5. At the responsibility level, personalize the rich container by adding the newly created
function “xxx_paid_invoices” in the Destination Function.
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41.6. Click on apply button.

42. Testing:
42.1. Navigate to the Payables Responsibility.
42.2. Navigate to the Payables Command Center Dash Board.
42.2.1. Select the Discounts tab.
43. The newly extended Dash board is displayed in place of Seeded Discounts Dash Board.