Before you begin working with Bill Presentment Architecture (BPA), gather the requirements for your templates and determine if you need to set up any additional data sources.

• How many templates do you require to satisfy your customers' needs?

• Do you need different templates for online bills and printed bills?

• Do you need different templates for each transaction class you use?

• Can you modify seeded templates to meet your requirements, or will you need to design new templates?

• Do you want to upload external templates to format printed bills?

• What content items do you need for each template? Organize the layout for the primary page, and details page if used, and determine the content items for each of the following content areas: Header, Lines and Tax, Footer, and Details.

• Will any bill information come from an application other than Oracle Receivables and the seeded applications in BPA? If yes, then you must register the applications as data sources, synchronize flexfield content items, register data source views, and enable these new data sources.

• Do you need to set up hyperlinks?

• Will you allow online access to attachments? Do you want to enable your customers to update attachments? Will you allow printing of attachments?

• What assignment rules do you need to filter and match a template with appropriate customers or transactions?

After you respond to these questions, you can begin implementing BPA. Refer to the steps in the table below to help guide your implementation.