If you do not want to build an entirely new template, then you can copy an existing template and modify it to suit your requirements. Select the Duplicate icon next to the template you want to copy and enter a new template name and description.
Bill Presentment Architecture (BPA) provides nine default templates:
Default Chargeback Template
Default Credit Memo Template
Default Debit Memo Template
Default Deposit Template
Default Guarantee Template
Default Invoice Template
Default Oracle Service Contracts Invoice Template
Default Balance Forward Summary Template
Default Balance Forward Detail template
After duplicating an existing template, you can select a different supplementary data source. In the new template, content items from the old supplementary data source are removed. For example, if you copy an Oracle Service Contracts (OKS) template and change the supplementary data source to Oracle Order Management, the content items specific to OKS are deleted from the new template.
If you are duplicating a Balance Forward template, you cannot change primary and supplementary data source; however, you can change the format between summary and detail.
If you duplicate an existing template and change the transaction class to chargeback, deposit, or guarantee, content items specific to a supplementary data source are removed. Templates for these transaction classes do not use supplementary data sources.
If you change the tax format in a duplicated template, any content items related to original tax format are deleted. For example, if you change the tax format from Custom to Oracle Receivables Tax Printing Option, the content items specific to the Custom format are removed.