Monday, May 27, 2013

Increase buckets in aging report for BI APPS financial

Hi,
In BIAPPS default 4 buckets are there and if we are require more buckets then we have to use below steps:

1. DAC Changes: It is require to add more buckets or need to change range of existing buckets as per business requirement. By default it is 0-20 days, 31-60 days, 61-90 days and 90+ days are given by Oracle. To do the changes in DAC, we need to add/change Parameter under Design--> System Parameters and search %BUCKET%. It will give you list of buckets for AP and AR Aging snapshot.
Set the appropriate values for them in DAC.

2. Snapshot tabels change: It is require to change the snapshot table asssociated with mappings as per requirement and need to add new columns.

3. ETL Changes: PLP maps loading w_ap_aging_invoice_a/w_ap_aging_supplier_a
and w_ar_aging_invoice_a/w_ar_aging_customer_a need modification to consider
the new aging related parameters added in Step #1.

4. RPD changes: RPD metrics need to be added for the new columns added in
Step #2. These can be a copy of the existing metric but need to use the new
bucket columns that were added as part of customization. This will require a
change in Physical/BMM/Presentation layers.

5. Dashboard/Report changes: You need to add the new metrics added in the
presentation layer for the new metric in the required dashboard/reports used
for Aging information.
.
Thanks
Ashok K Gupta
BIAPPS(Financial analyst)

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