Tips, tricks and traps to create your JD Edwards BI Publisher documents
Every ERP system implies communication with third parties, e.g. prospects, customers, employees, and suppliers. These communications are materialized into documents such as invoices, purchase orders, delivery notes, statements, and more.
Two main criteria
Firstly, they need to contain all relevant information, specific to the business and process at hand.
Secondly, this information needs to be shown in such a way that is relevant and easily accessible. This ensures that the design and presentation of the document are in line with the image the business wants to convey.
To achieve both objectives, specific software is used to create and format these documents. For JD Edwards, BI Publisher has been integrated into the technical stack allowing you to take advantage of the templating technology provided by BI Publisher. You can find more information here.
Because it is a visible and tangible output of your ERP solution, it warrants specific focus in all stages of a project. In what follows, we present some best practice recommendations based on our experience.
