Few things are as stressful – or as important – as integrating your organization with banking processes. Sometimes these processes are large, and other times they seem small. But something that may seem small, like the fonts on your checks, is actually hugely significant. If not set up correctly, your checks will default to standard MS Word fonts and be rejected by banks. Here are some tips and tricks to help you configure your check font and printing process in Fusion, helping you to avoid potential pitfalls down the road.
Magnetic Ink Character Recognition (MICR) is a character recognition technology required to print numbers and special symbols at the bottom of checks. This is required so that checks can be recognized by the OCR/magnetic ink reader systems used by banks. There are two major, commonly used MICR fonts: E-13B and CMC-7.
E-13B is a 14 character set that consists of numbers 0 – 9 and four special characters (symbols). CMC-7 is a 15 character set that has 10 numeric symbols and some control characters. Though MICR font CMC-7 is useful and interesting, E-13B has become the more prominent of the two. E-13B is the standard font in Australia, Canada, the United Kingdom, and the United States. It’s also seeded in Fusion applications, beginning with the 184.108.40.206.0 release.
It’s important to configure your Fusion payable check MICR font and printers correctly – and it’s also relatively simple. All the setups for MICR and printer are executed on the front end using Fusion’s BI (Business Intelligence) Publisher, which is a standard, out-of-the-box functionality. This powerful tool provides users with a functional resource, enabling them to configure MICR and their printers in Fusion without the assistance of technical support or other outside help.
The following six steps will guide you to perfect set-up:
- Identify the MICR font required by the bank
The MICR font varies from country to country and from bank to bank. Oracle out-of-the-box supports the MICR font, Micr MT (MICR____.ttf). MICR MT uses the E13B font. Confirm with your bank what MICR is used. Purchase the required MICR font if it is other than E13B.
Step 2 is not required if the bank requires the MICR Font E13B. If your bank’s MICR font is a non Oracle-supported MICR MT, then follow Step 2 and upload your MICR font at the BI Publisher server level.
- Upload the MICR font at the server level
To upload the MICR font file, perform the following steps:
2.1) Check the BI domain’s WLS setDomainEnv.sh file.
2.2) Find the setting for the XDO_FONT_DIR variable. This should be set to a font directory, such as: …/u01APPLTOP/fusionapps/bi/common/fonts. It should be set to the location in which the fonts are installed for your environment.
2.3) Copy the MICR fonts .ttf file to this directory.
- Map the MICR font at BI publisher level
The MICR font should be mapped at the BI Publisher level. Depending on the requirement, the font must be mapped at either the administrative level or the report level. The font mapped at the administration level is copied to all report levels. As the MICR font is used for printing checks only, you need to add the font at the administrator level.
To map MICR fonts at the BI Publisher administration level, perform the following steps:
3.1) Sign in to Oracle BI Publisher using the BI Admin role.
3.2) Click Navigator.
3.3) Click Navigator > Administor > BI Presentation Services – This navigation will take you to the following page:
3.4) Click Manage BI Publisher under BI Publisher, which opens the following page:
3.5) Click Font Mapping under Runtime Configuration.
3.6) Click Add Font Mapping to add a new font and enter the values.
3.7) Click Apply to save the new MICR Font Mapping.
- Customize the payment template to include the MICR font
To configure a BI Publisher template with the MICR font, execute the following steps:
4.1) To customize a template, sign in to BI Publisher using the BI Author role, and navigate to the following:
Shared Folders > Custom > Financials > Payments
4.2) Click Edit under Disbursement Payment File Format to check on the available templates.
4.3) Select the template in which you need to edit the link.
4.4) Save the RTF on your desktop with a new name.
4.5) Open the RTF.
4.6) Right click on Check Number.
4.6) Select the correct font from the list of options.
4.7) Modify the font.
The Book Antiqua font has been set as a base font while mapping the MICR font at the BI Publisher level. Therefore, the custom template should have same.
Some banks specify that the MICR font should be printed in a specific size. If that is the case, you must also change the font size. In the snapshot below, the selected font size is set to 12.
4.8) Click Ok and save your RTF updates.
4.9) Upload the new template by clicking on Add New Layout.
4.10) Click on Upload, and upload the new template.
4.11) Enter the values, and browse your RTF to attach.
4.12) Click upload. The new layout should be saved at the bottom the page.
4.13) Modify the default output by clicking on the View a List link.
4.140 Scroll down to your template name and output format to PDF.
- Add the printer you want to use into your Fusion application
5.1) Click Navigator.
5.2) Click Navigator > Administor > BI Presentation Services – This navigation will take you to the following page:
5.3) Click Manage BI Publisher under BI Publisher, which opens the following page:
5.4) Click Printer under Delivery, which will open the following page:
5.5) Click the CUPS Server tab.
5.6) Click the Refresh Printer icon.
5.7) Identify the printer which is going to be used for printing, and copy the URL.
5.8) Click Add Server.
5.9) Enter the name for the printer and enter the URL you copied in step 5.7. click on Apply button to save the update.
- Print your checks
To confirm that the printed check is displaying the MICR font correctly, perform the following steps:
6.1) Create an invoice.
6.2) Submit a payment process request with a payment process profile attached with the MICR format.
6.3) Select the printer you added.
6.4) Confirm the printout for the MICR font.
And that’s it! You have now successfully saved yourself a world of headaches by correctly adding your check MICR font and specifying the printer.