CriticalUpgradeStepsV6.ppt

7/28/2019 CriticalUpgradeStepsV6.ppt

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R12 Upgrade - Financials Critical Checklist


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Agenda

Pre-Upgrade Prepare 11i Financial Data

Understand R12 Features

Apply These Essential Patches

Post-Upgrade Validate R12 Financial Data

Verify User Experience in R12

Required Reading


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Pre-Upgrade Prepare 11i Financial Data

Run the Accounting Health Check and resolve data issues (Note 416699.1)

Complete all Period Close Actions/Processes. Validate and account asmuch data as possible and make sure everything is transferred to GL.

Run your standard reconciliation and account balance reports after periodclose and resolve issues.

Run the Accounting Health Check again. Resolve all remaining dataissues (Note 416699.1)

If upgrading to R12.0.x, apply Patch 7653100 (Note 557869.1)

If upgrading to R12.1.x, apply Patch 8773483:R12.FIN_PF.B (Note880275.1)

Proceed with the next steps of the upgrade.

Ensure that as much data as possible is accounted andall accounting is transferred.


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E-Business Suite Release 12: Release Content Documents

Business overview of new and changed features in R12

Financials & Procurement Functional Upgrade Guide

Details of user experience changes and data movements

Best Practices for Adopting Oracle E-Business Suite, Release 12

Tips on project planning plus detailed technology and feature changes

R12 Financials Advisor Webcasts

Recorded sessions of product changes and implementation tips

Ensure users are familiar with R12 features and

functionality.

Pre-Upgrade Understand R12 Features
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1http://download-west.oracle.com/docs/cd/B34956_01/current/acrobat/120finprcug.pdfhttps://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=744894.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=744894.1https://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1https://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1https://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1http://download-west.oracle.com/docs/cd/B34956_01/current/acrobat/120finprcug.pdfhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1


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Apply These Essential Patches

1. Apply the latest Release Update Pack (RUP) patch

found in Note 423541.1

2. Apply the latest R12 Oracle Financials Critical Patch

found in Note 557869.1

Apply these patches to improve experience with R12after completing the upgrade.
https://metalink2.oracle.com/metalink/plsql/showdoc?db=NOT&id=423541.1&blackframe=1http://webiv.oraclecorp.com/cgi-bin/webiv/do.pl/Get?WwwID=Note:557869.1http://webiv.oraclecorp.com/cgi-bin/webiv/do.pl/Get?WwwID=Note:557869.1https://metalink2.oracle.com/metalink/plsql/showdoc?db=NOT&id=423541.1&blackframe=1


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Post-Upgrade Validate R12 Financial Data

Run your standard reconciliation and account balance

reports and resolve issues.

For example, run the Open Account AP Balance Listing (Trial

Balance Report) and resolve issues using Note 553484.1.

Troubleshoot issues with Note 732928.1.

Compare 11i data results to R12 data.


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Post-Upgrade User Experience in R12

For example: Test canceling, voiding and adjusting upgraded data

Enter, cancel, void and adjust new invoices and payments

Go through a mock close with that test data

Verify your understanding of the user experiencechanges in R12 and how it applies to your businessprocesses


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Required Reading

E-Business Suite Release 12: Release Content Documents

Business overview of new and changed features in R12

Financials & Procurement Functional Upgrade Guide

Details of user experience changes and data movements

Best Practices for Adopting Oracle E-Business Suite, Release 12 Tips on project planning plus detailed technology and feature changes

R12 Financials Advisor Webcasts

Recorded sessions of product changes and implementation tips

R12 Helpful Tips for a Successful R12 Oracle Payables

Implementation

Offers guidance to those upgrading or installing R12 Oracle Payables
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1http://download-west.oracle.com/docs/cd/B34956_01/current/acrobat/120finprcug.pdfhttps://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=744894.1https://metalink2.oracle.com/metalink/plsql/f?p=130:14:2694222121221116993::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,562887.1,1,1,1,helveticahttps://metalink2.oracle.com/metalink/plsql/f?p=130:14:2694222121221116993::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,562887.1,1,1,1,helveticahttps://metalink2.oracle.com/metalink/plsql/f?p=130:14:2694222121221116993::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,562887.1,1,1,1,helveticahttps://metalink2.oracle.com/metalink/plsql/f?p=130:14:2694222121221116993::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,562887.1,1,1,1,helveticahttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=744894.1https://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1https://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1https://metalink2.oracle.com/cgi-bin/cr/getfile.cgi?p_attid=580299.1:1http://download-west.oracle.com/docs/cd/B34956_01/current/acrobat/120finprcug.pdfhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=404152.1


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