1. CREATE BIP REPORT - ?· Upload provided reports in following custom folders. NOTE! If these folders…

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<ul><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 1 of 9 </p><p>1. CREATE BIP REPORT </p><p>Login to your BIP Server: https://yourbiserver.com/xmlpserver/servlet/catalog </p><p>Upload provided reports in following custom folders. </p><p>NOTE! If these folders do not exists you can create them. If you need to locate these files in some other folders, </p><p>it is possible, but later provided code will need to be modified. </p><p>Datamodel AP Invoice Details datamodel.xdmz : Shared folders/Custom/Financials/Payables/Datamodels </p><p>Report APInvoiceDetails.xdoz : Shared folders/Custom/Financials/Payables/Reports </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 2 of 9 </p><p>2. Create and Activate Sandbox </p><p>Settings and Actions &gt; Administration &gt; Manage Sandboxes. </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 3 of 9 </p><p>3. AP Invoice Form Customization </p><p>Navigate to: Payables &gt; Invoices </p><p>Open some of the invoices in View Mode. You can do this by selecting some of the invoices from the holds </p><p>region </p><p>Following screen should open </p><p> Select from the upper right hand side User menu: Settings and Actions &gt; Administration &gt; Customize Pages </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 4 of 9 </p><p>Select from the left side top menu: View &gt; Source </p><p>Activate Region with tabs and click with the mouse. Accept message by pressing </p><p>From the bottom of the page extend the page inspector area and </p><p>1) verify that panelTabbed: above element is selected </p><p>2) click Show Properties </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 5 of 9 </p><p>In the opened window: </p><p>1) Press Add Tab </p><p>2) Use up and down arrows to set the position for the new tab </p><p>3) Add text for the new tab </p><p>4) Press Apply and OK </p><p> New tab should appear in the element </p><p>Select View &gt; Design </p><p>This is to be able to select recently added tab and enter to the Design mode </p><p> Select Add Content </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 6 of 9 </p><p>In the contents form: </p><p>1) Select components </p><p>2) Press for HTML Markup </p><p>3) Press </p><p>Press for the HTML Markup element </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 7 of 9 </p><p>For the Value attribute press dropdown arrow and select </p><p>Add following code in the Expression Builder field: </p><p>---------------------------------------------------------------------------- </p><p>------------------------------------------------------------------------------ </p><p>Some words about this code: </p><p>1) We use iframe to add the BIP report </p><p>2) Your BI server Address you can copy when you open your BI </p><p>3) You can see from the code that we have 1 binding variable defined, you can define more if needed </p><p>4) This link is originally created in BIP by Opening the report and using Share Report Link &gt; No Parameters (see </p><p>below image). Then this link was modified for this solution needs </p><p>5) NOTE! If you have saved the provided report files in different location or you renamed the provided report </p><p>then you will need to get your report link as described in upper point 4. </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 8 of 9 </p><p>After adding the code in the expression builder press </p><p>Press once more again to confirm </p></li><li><p>Alexey Shtrakhov Sunday, August 20, 2017 Page 9 of 9 </p><p>Congratulations! You have incorporated BIP report to your AP Invoice Form </p><p>Press </p><p>You should see following screen </p><p>Now lets check with some other invoice by selecting invoice from Invoices screen and you see that invoice data was </p><p>dynamically populated </p><p>Now after testing you can publish your personalization via Manage Sandboxes </p></li></ul>

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