E01 R12 Will Your Customizations Break

7/27/2019 E01 R12 Will Your Customizations Break

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Data Intensity, Inc. Propr

R12 - Will Your Customizations Bre

Presented by:

Michael Miller VP


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Agenda

About Data Intensity

What is Release 12?

R12Schema Changes

R12Impact to Customizations R12Financial Considerations

How Can We Help?

Questions


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Enterprise Hosting and Application Management Compan

Established in 2001

Headquartered in Bedford, Massachusetts

10 locations (7 domestic, 5 international)

Core focus on 24 x 7 application & database managem

Private company, no venture investment or debt

SOC 1Type II (SAS 70) and Safe Harbor compliant

Customers: SOX, PCI, HIPAA, ITAR, FDA and DoD


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Data Intensitys R12 Experience

Working with Release 12 since 2007 (beta) Project Experience

32 projects completed

13 projects in process

85% upgrade, 15% re-implementation


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R12: The Global Business Release

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Flexible, centralized, global accounting structure 300+ enhancements to best practice business processes

Comprehensive governance, risk and compliance platform

Truly integrated performance management

Real-time profitability analysis

Unified financial and operational analytic applications Integration with core industry applications

Self-service report formats and publication

Superior ownership experience


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Application Functionality Changes

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Financial modules - significant changes Introduction of ledgers and new sub ledger accounting syste

Greatly enhanced Trading Community Architecture (TCA)

New tax engine

Significant changes to Payables Manufacturing, Projects and HRminor changes

Some patch level differences


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Release 12 Benefits

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Keep current with Oracle Maintain one Ledger with one Operating Unit for ea

Company (Legal Entity)

Manage each companys national and local compliance

Combine many companies ledgers in a set Share services and workload

Consolidated reporting


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Extended & Premier Support Date

11i

12.0 Premier

12.1 Premier

Extended

Extended

Extended

2010 2011 2012 2013 2014 2015 2016 2017


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Oracle E-Business Suite Release 12

5,000+ schema changes Metalink Note #1290886.1

Significant impact on customizations

Source Code

Configurations, Extensions, Modifications,Localizations and Integrations (CEMLIs)

Objects

Configurations


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Data Intensity R12 CEMLI Scanner

Scans source code Database: PL/SQL Packages, Procedures, Functions and Vie

File System: Discoverer, Forms, Reports, Alerts, Form Persona

SQL Scripts, Shell Scripts

Identifies all uncommented occurrences of standard that changed in Release 12

Spell checker for R12 database changes

Determines severity of impact


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Data Intensity Engagement Metrics

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Severity 1 2 3 4 5

GL_SETS_OF_BOOKS 24 232 55 311

PO_VENDORS 58 42 4 104

CLIENT_INFO 82 82

MO_GLOBAL 80 80

GL_BALANCES 2 76 78

GL_PERIOD_STATUSES 6 57 5 68

RA_ADDRESSES 9 49 8 66

GL_JE_LINES 12 41 12 65

PO_VENDOR_SITES_ALL 38 19 6 63

OE_HOLD_SOURCES_ALL 8 54 62

Grand Total 9 145 339 416 70 979

Tofo

up


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Detail AnalysisExample One

OBJECT_NAME

PO_VENDORS

GL_SETS_OF_BOOKS

CLIENT_INFO

GL_JE_LINES

PO_VENDOR_SITES_ALL

RCV_TRANSACTIONS_INTERF

GL_JE_BATCHES

PO_VENDOR_CONTACTS GL_PERIOD_STATUSES

GL_JE_HEADERS

Object Column Type Total

PO_VENDORS Removed 68

GL_SETS_OF_BOOKS Removed 43

CLIENT_INFO Removed 21

GL_JE_LINES JGZZ_RECON_CONTEXT Removed 3

JGZZ_RECON_DATE Removed 3

JGZZ_RECON_ID Removed 3

JGZZ_RECON_REF Removed 3

JGZZ_RECON_STATUS Removed 3

SET_OF_BOOKS_ID Removed 3

PO_VENDOR_SITES_ALL Removed 9

RCV_TRANSACTIONS_INTERFACE DOCUMENT_LINE_NUM Attribute Change 5

GL_JE_BATCHES SET_OF_BOOKS_ID Removed 5

PO_VENDOR_CONTACTS Removed 4

GL_PERIOD_STATUSES Logic changed 4

GL_JE_HEADERS SET_OF_BOOKS_ID Removed 4

GL_GET_AR_DATA Removed 3

FND_GLOBAL APPS_INITIALIZE Logic changed 3

GL_PERIOD_TYPES PERIOD_TYPE_ID Attribute Change 3

MTL_CROSS_REFERENCES Removed 3

AP_AEL_GL_INV_V Removed 2

AP_PAYMENT_FORMAT_PKG Removed 2

GL_BALANCES SET_OF_BOOKS_ID Removed 2

GL_INFO GL_GET_SET_OF_BOOKS_INFO Removed 2

Grand Total 201


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Detail AnalysisExample Two

OBJECT_NAME

GL_SETS_OF_BOOKS

HZ_LOC_ASSIGNMENTS

PO_VENDORS

BOM_OP_RESOURCES_IN

BOM_OP_SEQUENCES_IN

FND_GLOBAL

GL_JE_LINES

BOM_SMALL_IMPL_TEM

CLIENT_INFO

MTL_CROSS_REFERENCE

Object Change Type Total

GL_SETS_OF_BOOKS Removed TABLE 82

HZ_LOC_ASSIGNMENTS Removed TABLE 65PO_VENDORS Removed TABLE 47

FND_GLOBAL Logic changed PACKAGE 36

CLIENT_INFO Removed USERENV 16

GL_BALANCES Removed TABLE 13

MTL_CROSS_REFERENCES Removed TABLE 13

BOM OP RESOURCES INTERFACE Attribute Change TABLE 11

GL_PERIOD_STATUSES Logic changed TABLE 10

FND_ATTACHED_DOCUMENTS_PKG Attribute Change PACKAGE 9

PO_VENDOR_SITES_ALL Removed TABLE 8

PO_CHORD_WF6 Attribute Change PACKAGE 6

GL_JE_HEADERS Removed TABLE 5GLR03300_PKG Removed PACKAGE 5

MTL_ITEM_TEMPLATES Removed TABLE 5

OE_HOLD_SOURCES_ALL Attribute Change TABLE 5

PO_VENDOR_CONTACTS Removed TABLE 5

AP_BANK_TRANSMISSION_PKG Removed PACKAGE 4

BOM_SMALL_IMPL_TEMP Attribute Change GLOBAL TEMPORARY TABLE 4

BOMPEXPL Attribute Change PACKAGE 4

GL_JE_BATCHES Removed TABLE 4

GL_JE_LINES Removed TABLE 4

AR_CUSTOMERS_V Removed VIEW 3

GL_GET_AR_DATA Removed PACKAGE 3GL_MC_BOOK_ASSIGNMENTS Removed TABLE 3


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Detail AnalysisExample Three

OBJECT_NAME

WF_CONTROL

GL_JE_LINES

GL_PERIOD_STATUSES

PO_VENDORS

AR_CUSTOMERS_V

GL_JE_HEADERS

GL_JE_BATCHES

PO_VENDOR_SITES_A

Object Column Change Type Total

AR_CUSTOMERS_V VIEW Removed 2

GL_JE_BATCHES SET_OF_BOOKS_ID TABLE Removed 1

GL_JE_HEADERS SET_OF_BOOKS_ID TABLE Removed 2

GL_JE_LINES JGZZ_RECON_CONTEXT TABLE Removed 2

JGZZ_RECON_DATE TABLE Removed 2

JGZZ_RECON_ID TABLE Removed 2

JGZZ_RECON_REF TABLE Removed 2

JGZZ_RECON_STATUS TABLE Removed 2

SET_OF_BOOKS_ID TABLE Removed 2

GL_PERIOD_STATUSES TABLE Logic changed 8

PO_VENDOR_SITES_ALL TABLE Removed 1

PO_VENDORS TABLE Removed 3

WF_CONTROL DELAY QUEUE TABLE Attribute Change 4

DEQ_TIME QUEUE TABLE Attribute Change 4

DEQUEUE_MSGID QUEUE TABLE Attribute Change 4

ENQ_TIME QUEUE TABLE Attribute Change 4

MSGID QUEUE TABLE Attribute Change 4

TIME_MANAGER_INFO QUEUE TABLE Attribute Change 453


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R12 Impact to Customizations


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First Two Questions For R12

How much are you customized? How are you printing customer and vendor fac

documents?

Checks

Invoices AP Invoices

AR Invoices

Purchase Orders


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Oracle Applications Source Code

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Need to consider everything! What is commonly considered?

RICE (Reports, Interfaces, Conversions and Extensions)

CEMLI (Configurations, Extensions, Modifications, Location

and Interfaces)


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File System Objects

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CEMLI elements Java files

SQL-Plus scripts

SQL-Loader control files

Oracle Reports

Shell scripts


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Database Objects

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CEMLI elements PL/SQL functions

Procedures

Packages

Views, tables

Indices

Triggers


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Discoverer

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Commonly used mission critical reporting tool Workbooks

End-User-Layer (EULs)

Business areas

Custom views


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Oracle Alerts & Workflows

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Oracle Alerts Event-based or time-based rules that generate emails on

conditions defined by SQL statements

Example: Purchase Orders greater than $1M USD

Workflows

Used to define customized approvals within key documen

Example: Purchase Order approvals


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Oracle Forms

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Standard functionality 30+ forms allow SQL, Java or other types of code to be

entered into the Applications

Personalizations

Legal text Schema changes


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R12 Financial Considerations


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Standard Upgrade Approach

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Multiple iterations for process refinement Assessment

Test 1

Test 2 (optional step)

Dress rehearsal and performance testing

Production Run

Average upgrade expense

Hundreds of thousands to several million dollars


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Typical Budget breakdown

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Budget Average Budget Typical

Training 10% - 20% 10%

Functional Analysis 20% - 40% 20%

Technical Upgrade 10% - 30% 25%

Customizations 0% - 50% 30%

Testing 15%30% 15%


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Cost of Inaction

Elongated upgrade timelines Additional consulting expense

Increased impact to organization

Missed deadlines

Quality issues User dissatisfaction


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How Can We Help?


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Oracle Application Customization Scan

Tool built by Data Intensity to assistcustomers in the upgrade process to

Release 12

Automated tool to inventory customizations

Assess impact of Release 12

Calculate effort to remediate customizations


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What it Does

Scans source code Database: PL/SQL Packages, Procedures, Functions and Vie

File System: Discoverer, Forms, Reports, Alerts, Form Persona

SQL Scripts, Shell Scripts

Identifies all uncommented occurrences of standard

that changed in Release 12

Determines severity of impact


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Data Intensitys Process

1.

Run scanner2. Estimate remediation effort - CEMLIs

3. Perform initial test upgrade

4. Remediate CEMLIs

5. Run scanner - verification


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Deliverables

What will you receive? Inventory of Customizations

R12 Impact

R12 Estimate


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End results

Improve upgrade efficiency Increased quality

Decreased risk

Compress upgrade timelines

Save you $$$$$$$

Limits disruption to the business


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Conclusion


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R12Will Your Customizations Br

Most likely yes your customizations will breaMaybe not as much as you think

GL and AP are the primary risk areas

Start on day one remediating how you prin

POs and Invoices

Good planning and testing are the key


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Contact Information

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Michael Miller Vice President, Enterprise Services, CISSP

[email protected]


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Thank You

Documents

E01 R12 Will Your Customizations Break