R12.2 Happy HourTexas Style! - Texas-Louisiana OAUGtloaug.communities.oaug.org/multisites/tloaug/media/R12_Happy_Hour...• Unified Catalog for Purchasing and iProcurement • Buyers

R12.2HappyHour...TexasStyle!InformationSharingandReleaseDetails

June14,2017@11:30AMBillDunham,PrincipalOATC

@OATCInc

Agenda

Agenda

• Briefintroduction• PresentationOverview• AboutOATC• R12InformationSources• R12HelpInfo(functional&technical)• R12CrazyStuff• Q&A• Closing

6/14/17 www.oatcinc.com 2

Abstract:This isageneraleducationpresentation thatwillprovideavarietyofhelpfulinformationonOracleEBSR12(upto12.2.6),andweanticipate everyparticipatewilllearnsomething new!Wewillprovideuseful informationthat istypicallyfoundduringanimplementation orupgradebutarealsooutside standardprojectactivities andtasks.Presentationwillalsofocusonrealprojectissues andproblems,withsolutions, thatareapplicable tomanyinstallations ofR12.Presentation containstechnical andfunctionaltopicsthatareapplicable toalargeaudience.

Objective1: EducateusersonR12.2.6features, functionality,andtechnical aspectsObjective2: Discuss issues, problems,andsolutions relatedto12.2.6Objective3: Provideaconsolidation ofhelpfulR12informationfromOracle,MOS,Advisorydocuments, andblogsObjective4: Helpusersunderstandandovercomesomeofthesameissues inless timethanittookus!Objective5: LearnatleastonethingnewaboutR12(12.1.3->12.2.6)

PresentationSummary


BasedinRaleigh,NorthCarolina• Over20yearsexperiencewithOracletechnology(startingin1986!)• Over20yearsexperiencewithOracleApplications(startingwithRelease7.9)• Implementations,upgrades,support,remoteDBA,functional,technicalservices

andsuperiorprojectmanagers,andtrustedadvisors• Outstanding,honest,andhighlycompetentteammembers• Authorsof“CRPMethod”,projectmanagementmethodology• Manysuccessful11i/R12.1,12.2Projects,Small,LargeTeams,SingleLocationsto

MultipleLocations• AuthorsandPresenters:OracleApplicationsandTechnologywhitepapersforOAUG

andOracleOpenWorld• AuthorsofStreetSmarts®- OracleE-BusinessSuiteBooks(downloadtoday!)• Co-AuthorsofOracle11iandOracleApplicationsbooks(Que Publishing)• OracleAppsandAppsTechnologyCustomerAdvisoryBoardMembersforOracle• OAUGBoardofDirectors,ESOAUG&ECOBoard,OAUGSIGLeadership• FindusonFacebook,Twitter,andLinkedIn• Ourwebsite:www.oatcinc.com• Ourclientstelluswearereallygood!J

Who isOATC?

OATC=OracleApplicationsandTechnologyConsulting


R12HappyHour!• HelpfulInformationandLevelSetting


HelpfulInfo:MOSInformation:Release12.2InformationCenter[1581299.1]

HelpfulInformation


HelpfulInfo:EBS12.2.xDocumentationdocs.oracle.com

HelpfulInformation


HelpfulInfo:EBS12.2.xDocumentationdocs.oracle.com/en/applications/?tab=3

HelpfulInformation


HelpfulInfo:EBS12.2.xDocumentationWebLibrary!

HelpfulInformation


HelpfulInfo:CheckoutallthegoodinfoonYouTube!

HelpfulInformation


HelpfulInfo:StevenChan’sBlog– greatinfo!HelpfulInformation

https://blogs.oracle.com/stevenChan


HelpfulInfo:EBS12.2.2eTRMs!(technicalreferencemanuals)

etrm.oracle.com

HelpfulInformation


HelpfulInfo:support.oracle.com(DocId:1593640.1)HelpfulInformation


HelpfulInformationHelpfulInfo:support.oracle.com(PartNo.E48839-08)


HelpfulInformation:ObsoleteProducts12.2


HelpfulInformation:ObsoleteSchemas 12.2


ChannelRevenueManagementOraclePriceProtection– NewProductOracleSupplierShipandDebit– NewProduct

HumanCapitalManagementOracleSuccessionPlanning– NewProduct

LogisticsOracleLandedCostManagement– NewProduct

ManufacturingOracleManufacturingOperationsCenter– NewProduct

MasterDataManagementOracleSiteHub– NewProductOracleSupplierHub– NewProductOracleSupplierLifecycleManagement– NewProduct

HelpfulInfo:NewR12.1.3Products

HelpfulInformation


ContractLifecycleManagementforPublicSectorOracleSpendClassification– NewProduct

OracleSupplierHub– NewProductOracleSupplierLifecycleManagement– NewProduct

Sales,Marketing,andeCommerceOracleIncentiveCompensationAnalyticsforOracleDataIntegrator- NewProduct

ValueChainPlanning

OracleAdvancedPlanningCommandCenter– NewProductOracleDemandSignalRepository– NewProductOracleRapidPlanning- NewProductOracleServicePartsPlanning– NewProduct

HelpfulInfo:NewR12.1.3Products

HelpfulInformation


HelpfulInfo:NewR12.2.xProducts

HelpfulInformation

Reallynonewproductsbeing introduced,thoughthereareenhancements, andmanyimprovements!

1. CMI OracleIn-MemoryCostManagement

2. YMS OracleYardManagement


HelpfulInfo: IntegrationRepositoryviaIntegratedSOAGatewayResponsibility

HelpfulInformation


HelpfulInfo: IntegrationRepositoryviaIntegratedSOAGatewayResponsibility

HelpfulInformation


HelpfulInfo: IntegrationRepository–Details,greatinformation!

HelpfulInformation


R12HappyHour!• Gettingintosomedetails,preparingforR12


ReviewandUnderstand

• R12NewFeatures,Functionality,andChanges

• Processesandreports

• Process/BusinessRequirementsdocumentation

• InternalControlswhenandwhereneeded

• Painpoints,whatissues,problemswillbesolved(orcreated!)byupgrading?

• PendingChangeswithinorganization,newlinesofbusiness,etc.

• UpgradingtheBusiness,UpgradeIT!

• Customization(CEMLI)Prep(whatcanbedonenow?)

Functional&TechnicalPreparation


25

ReviewandUnderstand• NewAccountModelforR12

o SLAwhatcanitdoforyou?

• Impacton11iorR12.1setupsanddata

• Understanddatamodelchanges, impacts from11itoR12.2orR12.1toR12.2willbedifferent

• Evaluateimpact ofcustomizations

o Aretheystillneeded?

o Replaced bystandardfunctionality?

o TCO,aretheyreallyworththetotalcoastofownership?(whodoesthis?)

o Don’tunderestimate trainingneeds!

ReviewandUnderstandR12Changes

6/14/17 www.oatcinc.com

26

NeworIncreasedEmphasis• Java/OAFrameworkFormsandAccess

• TradingCommunityArchitecture(TCA)

• Multi-OrgAccessControl(MOAC)

• PaymentsModule

• eBusiness Tax

• UMX/RoleBasedAccessControl

• ImprovedUI– lookinggreat!

• SecurityofPersonallyIdentifiableInformation(PII)(encryption?)



27


OracleApplicationsFramework(OAF)Forms• OAFformsareprevalent,andgrowinginR12(Supplierformforexample)

• OAFformsaremostusedwheremajorchangeshavebeenmade(Payments,Suppliers)

• OracleFormsstillexist in12.2.6(andwillforsometime)


28

TradingCommunityArchitecture

• Suppliers–bigchangesforSupplierCreation&Maintenance(formchanges)

• Customers

• Employees– Supplieremployeeshavegreateraccessprotection

• BanksandBankBranches



29

PaymentsModule

Commonelementsofthepaymenttransaction• Banks

• Electronic Payments

• CreditCards

Providesforsupportforothermodules• Payables

• Receivables

• OrderManagement

• Payroll

ReplacesiPaymentmodule,whichisobsoleteinR12



30

eBusiness Tax• Replaces11ifeatures

o OrdertoCash- GlobalTaxEngine

o ProcuretoPay- AutomaticTaxCalculation

o GeneralLedger - GeneralLedgerAutomaticTaxCalculation

• Affects– Taxfeaturesotherthanpayrollo Payables

o Receivables

o Purchasing

• PlanningRequired– Pre-Upgradestepslikely



31

UMX/RoleBasedAccessControl• Mandatoryforsomefeatures

o CreatingaBank

• PlanningRequired– Post-Upgradestepslikely



32


ModuleChanges– GeneralLedger• SubledgerAccounting(SLA)

o Greaterconsistencybetweensub-ledgerinterfaces

• TerminologyChanges

o SetofBooks≅ Ledger(tablechangeaswell,thoughstillworks)

o MultipleReportingCurrencies≅ReportingCurrencies

o GlobalIntercompanySystem(GIS)≅AdvancedGlobalIntercompanySystem(AGIS)

• ApplicationsDesktopIntegrator(ADI)–WebADI

o Thereisnoclientversion

o Spreadsheetstoberebuilt


33


ModuleChanges– GeneralLedger(continued)• FinancialStatementGenerator(FSG)

o LedgerCurrencyrequiredatreportlevel– STATcurrencyavailableatrow,columnorcurrencycontrolvalue

• PeriodRatesReplacedbyDailyRates


34


ModuleChanges– Payables• PaymentProcessing

o VeryDifferentduetoPaymentsModule

o ConfigurationChanges–PaymentMethods

o InternalControl–Opportunities

• Checks/Payments

o XMLChecks– Rebuildinglikely,possibletoreplace3rd partysoftwarewithstandardfeatures

• SupplierMaintenance– TradingCommunityArchitecture

• InvoiceDistributions– separatedfrominvoicelines


35


ModuleChanges– Purchasing• LocalContractPurchaseAgreementsupgradetoGlobalContract

PurchaseAgreements

• SupplierMaintenance- TradingCommunityArchitecture

• UnifiedCatalogforPurchasingandiProcurement

• BuyersWorkbench

• IntegrationwithE-BusinessTax


36


ModuleChanges– CashManagement• CentralizedBanksandAccounts

• InternalBankAccountOwnership– LegalEntitylevel

• TradingCommunityArchitecture(TCA)

o BanksandBranchesdefinedasTCAPartieso Branchesmergedduringupgradebasedoncriteria


37


ModuleChanges– Receivables• CentralizedBanksandAccounts– BelongtoCashManagement

• PaymentsmoduleusedforFundsCapture

• BalanceForwardBilling

• LateChargeEnhancements

• CollectionsWorkbenchisobsolete– nowuseAdvancedCollections


38

ProcessesandReportsCollectdataonwhenandbywhomconcurrentprocessesaresubmitted.

Why?

• Youcanlimitscopeoftestingtowhatyouuse (ifdesired,andtypicallymostpractical).

• Accumulateinformationtoallowsettingpriorities.

• Identifyowners,testersorsubjectmatterexperts.

• Somereportsarechanged,replaced,orobsoletedinR12.

How?

• Extractdataonaregularbasistoafile.

• Ifcustomreports,storeinsourcecodecontrolsystemor

ProcessandReports


39

ProcessesandReportsEachrelevantreportorprocessshouldhaveanownerorchampion.

Why?

• Makedecisionsaboutthereport.

• Approveaccess.

• Designatetestrequirements.

• Approvesuitablesubstitutionbynewreports.

ProcessandReports


40

ProcessesandReportsCollectdataonwhenandbywhomconcurrentprocessesaresubmitted.

Why?

• Youcanlimitscopeoftestingtowhatyouuse.

• Accumulateinformationtoallowsettingpriorities.

• Identifytestersorsubjectmatterexperts.

• SomereportsarechangedorreplacedinR12.

ProcessandReports


41

ProcedureDocumentationValidateandifnecessary,bringthisuptodate.

Why?

• Basisforyournewsystemdesign

• Documentationforyourupgradepartner

• Identifyprocessownersforefficientdecisionmaking.

• UsefulindesignofOracleRolesandResponsibilities

ProcedureDocumentation


42

InternalControlsManyelementsofinternalcontrolsrelyuponOracleEBS.

Identify

• Champion–Whowillmakedecisionsfortheupgrade?

• InternalControlFeaturesthathavebeenidentifiedforortoyourauditor.

• Weaknessesinyourcurrentconfigurationo Fromworkpaperso Managementreports

• Mitigatingcontrolscurrentlyinplace.NewfeaturesinR12mightmaketheseunnecessary.

InternalControls


43

InternalControl- SOXSOXrequirements evolveasdoesyourbusiness. Whatchangesorenhancements tointernalcontrolwillbeneededbeyondthecurrentconfiguration?

Identifyrecentchangesandfuturerequirements.

• Technical Security– System(login)Access.

• FunctionalSecurity– SeparationofDuties.

• Confidentiality – Bankaccounts,personal information(PII)

SOXconsiderations shouldbeaddressed intheplanningstages. BuildyourlistofSOXgoalsfortheproject.

InternalControls


44

PainPoints,Wishes,Desires,Issues,andProblemsBuildalist.

Identifyexisting...

• Processesthattaketoolong

• Periodicauditsthataretoocostly

• Unsupportedhardware

• ObsoleteOracleorthirdpartysoftware

• Bankingcommunicationsissues

• TradingPartnercommunicationissues

PainPoints


45

PainPointsScopeCreephappensassomeonesays...

“Surelywecanaddressthisduringtheupgrade.”

Developastrategyforeach

• Resolvebeforetheupgrade.

• Buildasolutionintotheupgrade.

• Planapost-upgradeproject.

PainPoints


46

Askyourinternalusers,clients, business owners,iftheyareplanning changes.

SystemChangesThat ImpactUpgrades

• BankingRelationshipso ChangingBanks/AddingNewFeatures

• Locationso Adding/Closing/Expanding

• MarketChangeso Majornewcustomerso Changingproductlineso Changingdistributionsystems

• Interfaceso Internalo Externalsourcingo Variousextracts

PendingChanges


47

Trytoscheduletheseoutsideofanupgrade.

MinimizeComplexity

• Schedulingwithoutsidepartiesmeanslessflexibility.o Pressuretogo-livetoosoono Pressuretodelaygo-live

ChangeStrategies(likepainpointstrategies)

• Resolvebeforetheupgrade.

• Buildasolutionintotheupgrade,iftrulybeneficial.

• Planapost-upgradeproject.

Striveforsimplicity

PendingChanges


48

SomenewSkillstoConsiderheadingintoR12.2.xOracleOAF/ADF

• OracleApplications Framework/Applications Development Framework

BIP/XML

• BIPublisher/XML(checks,forms,reports)

OracleAPEX

• Application Express(developingwebapplications withSQL&PL/SQL)

DBA– R12.2.x– newtechnology,newlearning…

Others…

UpgradingtheBusiness,UpgradeIT!


49

EnablementProcessataglance…(Important)Prepare11iCEMLIsforR12noworduringupgrade!

• Allcodemustaccess “APPS”logical layerwhichisanewviewoftheEBSdatamodel

AspartoftheR12.2upgrade,schemas areedition enabled,whichisconsiderthe“enablement process”

• APPSSynonympointstoEditionView,withEditionView(logical)pointingtothephysicallayer(table,etc).

• Anycodepointing tophysicalmodelafterupgradetoR12.2isatriskofnotworkingorreferencing informationthatnolongerexists

R12.xCEMLIPrepandEnablementProcess

Gooddocumenttoreview:DevelopingandDeployingCustomizationsinR12(DocID1577661.1


MultipleOrganizationsAccessControl(MOAC)

Itprovidesexactlywhatitsaysabove,“multipleorganizationsaccess”,itallowsusersaccesstooneormoreoperatingunitsfromaresponsibility.

NewProfileOptionsinR12MO:DefaultOperatingUnit

Determinesthedefaultingoperatingunitforuseinsetupsandtransactions.

MO:SecurityProfileListsavailablesecurityprofileforMultipleOrganizationssecurity.

ObsoleteProfileOptionsMO:TopReportingLevelCrossOrganizationReporting

ReplacedwithanLOV,ReportSubmission,Parameterswindow

DivingintosomeR12details!


MultipleOrganizationsAccessControl- conceptexplained!

SecurityProfileforAmericas

MX

CADUS

SecurityProfileforEurope

ESP

ITAGER

SecurityProfileforNortheast

NH

NY MA



TCAinR12,therealdeal!

• TradingCommunity Architecture, TCA,isfullyfunctional inRelease 12where itwasnotin11i.

• Note:POVendorstablechangestoaview!Manyorganizations havecreatedcustomizations usingthistable,thiswillhavetochangegoingforward…• Oraclehasstated onMyOracleSupportthatthisviewwillbede-supported at

somepoint inthefuture,nospecifics butcould!• ChangestoHZtables (parties,party_sites, party_site_uses, etc.)

• BanksandBankBranches arenowparties. ThesebelongtoCashManagement.• Justaboutanywherethereisanaddress!



ChangingColorSchemeandJavaLookandFeelProductiononecolor,whileDevelopmentandTestcanbeothercolors










SwanSetting




BlueSetting



HelpfulInfo:Impacted,Obsolete11iReportsinR12…?



HelpfulInfo:SomeObsolete11iReportsinR12…?



HelpfulInfo:MigratedReportsinR12…?



•PayablesAccountingEntriesReport APAEREP

•PayablesAccountAnalysisReport APXAAREP

•PayablesTransfertoGeneral Ledger APGLTRANS

•PayablesAccountingProcess APACCENG

•AccountsPayableTrial Balance APXTRBAL

•MissingDocumentNumbersReport APXCHCCG

•PaymentBatchControlReport APXCHCCR

•PositivePayReport APXPOPAY

•PreliminaryPaymentRegister APXPBPPR

•SeparateRemittanceAdvice APXPBSRA

HelpfulInfo:ObsoleteR12ConcurrentPrograms

Note:Mostallobsoleteconcurrentprogramshavetheword“Obsolete”intheprogramname.



•PayablesOpenInterfaceOutboundAdvice APXIIADV

•EDIOutboundProgram APECEPYO

•iPaymentSingleFormatProgram APIBYSF

•ConfirmPaymentBatch APPBCF

•FormatPayments(ZenginFormat) APTZGF

•XMLFormat APXMLPMT

•BuildPayments APXPBBLD

•FormatPayments(Evergreen,FormFeed) APXPBFEF

•FormatPayments(Evergreen) APXPBFEG





•FormatPayments(Evergreen,Laser) APXPBFEL

•FormatPayments(StandardOracle,FormFeed) APXPBFOF

•FormatPayments(StandardOracle) APXPBFOR

•FormatPayments(BankTransferRequest) APXPBFTR

•SubmitPaymentBatchSet APXSPBST

•RetrievePaymentFileConfirmationsProgram APXTRRCV

•TransmitPaymentFileProgram APXTRSND

•WithholdingTaxAuthorityRemittanceAdvice APXWTSRA





HelpfulInfo:ObsoleteR12ConcurrentPrograms– clearlymarked!

Youcouldqueryon%obsolete%intheProgramName…



HelpfulInfo:12.2VisualSettingsPerUser



HelpfulInfo:12.2VisualSettingsPerUser



Temporary Directory Setting

/p02/IBFP/12_1/inst/apps/IBFP_orafin5p/appltmp (would need to be set for your specific installation)

Profile Settings

Set profile value for ICX: Numeric characters - 10,000.00 Set profile value for XDO: Numeric characters – (read from ICX: Numeric Characters)

Mail Settings

Your organization must allow emails to be sent from Oracle Applications server to outside world…once this is enabled, emailing POs to vendors becomes a reality, directly from Oracle Applications.

Please note vendor email data, etc. must be made available to assist with transmitting POs, it is not a requirement as the email address can be change at PO creation time.

Validate Email Addresses annually or request vendors to confirm/update their information annually or set a periodic check. (start doing this now if you can!)

HelpfulInfo:EnablingemailingofPOviaOracleEBSApplications



HelpfulInfo:ConcurrentRequestDeliveryOptions:Email,Fax,FTP..

Note:thisisverybasicstandardfunctionalitybutitworks!



HelpfulInfo:Customization11itoR12andbeyondpreparationLooking for customizations?

• Checkoutthe$APPL_TOP/admin/applcust.txt file– notalwaysmaintainedbutwhenitiscansaveyoutime!

• Toolstohelpwiththemigration:• EBSATGSeedDataComparisonReport(DocID1327399.1)• EBSDataModelComparisonReportOverview(DocID1290886.1)



HelpfulInfo:Customization11itoR12andbeyondpreparation

Looking for customizations?

• Toolstohelpwiththemigration:• EBSATGSeedDataComparisonReport(DocID1327399.1)

• TheEBSATGSeedDataComparisonReportshowsstaticEBSATGSeeddataEntitychangesbetweentwoEBSReleases. Thisreportcanassistadvanceduserswithreviewingchangespriortoanupgrade.





• Toolstohelpwiththemigration(pairingyourEBSreleaseto12.2.6– manyotherstoo!):•EBSDataModelComparisonReportOverview(DocID1290886.1)

The EBS data model comparison report provides the static database object definition changes between two EBS releases to help users to preview the database objects…







HelpfulInfo:DevelopingandDeployingCustomizationsinR12(DocID1577661.1)



HelpfulInfo:Customizations11itoR12,andbeyond…Deprecated technologies…

•Oraclehasdeprecatedsometechnologies, including•mod_plsql,•OracleReportsServerReports,•OracleGraphics integrationwithOracleForms,• AKModeofOAFramework.


Note:AgoodreferencedocumentisPreparingCustomDevelopmentfortheNextOracleApplicationsE-BusinessSuiteRelease[374398.1]


DatabaseUpgradeRequirementsE-Business 12.1DatabasePrerequisite: atleastOracle10gRelease 2(10.2.0.4).

Release level Upgrade path Documentation References

11.0 Release Release 11.5.10 CU2 > Release 12.1

Maintenance Pack Installation Notes, Release 11.5.10 CU2 (Doc ID: 289788.1) > Oracle Applications Upgrade Guide: Release 11i to Release 12 (Doc Library CD) .

11.5.1 - 11.5.7 Release 11.5.10 CU2 > Release 12.1

Maintenance Pack Installation Notes, Release 11.5.10 CU2 (Doc ID: 289788.1) > Oracle Applications Upgrade Guide: Release 11i to Release 12 (Doc Library CD)

11.5.8 and 11.5.9 or 11.5.10 (base CU1, CU2)

Release 12.1 Oracle Applications Upgrade Guide: Release 11i to Release 12 (Doc Library CD)

75

DivingintosomeR12details!OracleE-Business12.1UpgradePath


Release level Upgrade path Documentation References

11.0 Release 11.5.10 CU2 plus the Minimum Baseline Patch Requirements for Extended Support (Doc ID 883202.1) -> Release 12.2

Oracle Applications Release 11.5.10.2 Maintenance Pack Installation Instructions (Doc ID: 316365.1) Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12.2.

11.5.1 - 11.5.9 11.5.10 CU2 plus the Minimum Baseline Patch Requirements for Extended Support (Doc ID 883202.1)-> Release 12.2

Maintenance Pack Installation Notes, Release 11.5.10 CU2 (Doc ID: 316365.1) > Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12.2.

11.5.10 CU2 Minimum Baseline Patch Requirements for Extended Support (Doc ID 883202.1) -> Release 12.2

Release 12.2 Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12.2

DatabaseUpgradeRequirementsE-Business 12.2DatabasePrerequisite: atleastOracle11gRelease 2(11.2.0.3).

76

DivingintosomeR12details!OracleE-BusinessSuite12.2UpgradePath


AdditionalCustomization&HelpInfofor11itoR12.xandbeyondpreparation

OracleReferenceMaterial(Note:alwayssearchonthe”DocID”versustitle,titleschange!

• UpgradeAdvisor:E-BusinessSuite(EBS)Upgradefrom11.5.10.2to12.1.3(DocID269.1)(lastupdatedOctober12,2016)

• UpgradeAdvisor:E-BusinessSuite(EBS)11iUpgradeto12.2(DocID1614508.1)• OracleE-BusinessSuiteRelease(12.0,12.1,12.2)InfoCenter[12.1:806593.1and12.2:1581299.1,last

updatedNovember8,2016)

• R11i/R12:PlanningYourOracleE-BusinessSuite(EBS)UpgradefromRelease11itoRelease 12(DocID1406960.1)(lastupdatedApril4,2016)

• FormsPersonalizations– forRelease 11i[279034.1](lastupdatedAugust11,2015)

• ForRelease12[395117.1](lastupdatedApril29,2016)



R12HappyHour!• 12.2.6Highlights,NewFeatures/Functionality


ApplicationHighlights- NewFeatures

Oracle E-Business Suite | Release 12.2.6 Highlights, Cliff Godwin, Oracle OpenWorld 2016



Oracle E-Business Suite | Release 12.2.6 Highlights, Cliff Godwin, Oracle OpenWorld 2016


ApplicationHighlights- NewFeaturesOracleE-BusinessSuite12.2.6customer-drivenenhancementsinthefollowingareas:

• OrderManagement• Logistics• Procurement• Projects• Manufacturing• ValueChainPlanning• Service• AssetManagement• Financials• HumanCapitalManagement


GeneralLedger

DataAccessSet(DAS):Whenqueryingjournalswhereyoudonothavereadaccesstoalljournallines,thelineswillbehidden,butthetotalswillreflectthecorrectamounts– usersmaybeconfusedwhythedisplayedamountsdonotaddupIfBSVsareassignedtolegalentitiesandyouwanttosecureBSVs,makesurethecorrectBSVisused.ThesystemwillnotvalidateJournalCopy:Youcanonlycopyactualjournalbatches,notbudgetsorencumbrancesIfcopyingbatchesthatcontainreportingcurrency journals,besuretodeletethereportingcurrencyjournalsbeforepostingthecopiedbatchAlternativeAccounts:AlternateaccountswillnotbeusedforaccountsthathavepostingorbudgetingdisabledAlternateaccountsareonlyusedby Import,notPostingJournalWizard:JournalImportfailsifitfindsdataintheGLinterfaceforthesamesourceandgroupID,butforadifferentCOAToensuresuccessfulimport,useuniquegroupIDsAutomaticallycreateGroupIDsbyusingGLDI:CreateGroupIDprofileoptionJournalCopy:Ifcopyingbatchesthatcontainreportingcurrency journals,besuretodeletethereportingcurrencyjournalsbeforepostingthecopiedbatchFSG:Ifyouspecifyaledger/ledgersetintheAccountAssignments,usethesamelowandhighledgervalue;RangeofledgersisnotsupportedNeverusetheLedgerFlexfieldwhenmodifyingthechartofaccounts.Alwaysuseaccountingflexfield

GeneralLedger



SLA PerformanceIssuesbecauseoftheSLA(hugeamountofdata)HadissuestoviewtheSLAAccountingentriesforFAandAR(andwehadtorunafterupgradescriptstopopulatethehistoricaldataforSLA)Customaccountingreportsneedtobere-visited– can’tgetdata thatyouusedtoget!Thefollowingmoduleshaveintegrated theSLAfeature:

Payables,Receivables,Projects,Assets,Costing,PublicSector/Federal,Payroll,PropertyManager,Loans,LeaseManagement,CashManagement

SubledgerTransfers

TransferSubledgerAccountingfromAP,AR,andFAtoGL

In11i,whenyoutransfersubledgerdatafromthefollowingapps,youhavetorunaspecificconcurrentprogram:a.AR- runTransfertoGLProgramb.AP- runPayablesTransfertoGLProgramc. FA- runtheCreateJournalsProgram

InRelease12,youneedtorunoneprogramwithineachapplication.ConcurrentProgramis"CreateAccounting".

AdditionalModuleDetailsFixedAssets Depreciation Rollback is not an option from R12

Groups Assets has huge performance issues (and had to consider regrouping the assets)EB Tax lot of issues as its a new module and had to customize a lot to cater these issuesFA with the new SLA many reports have performance issues (after SRs and patches issues/performance resolved)



CashManagement

CashManagementBanksneedsbeconsolidated.Trx_code_iddatanotpopulatingince_statement_lines tableinR12afterupgradefromR11iJournalCreation:InR12processchangedas‘BankStatementCashflowCreation’from‘CreateJournalAccounting’forreconciliationusingbankstatementcashflowmappings.CashPositionreportgivesbasicneeds,Notsufficientinformationgivesthisreportandnotflexibletoconfigure

CashManagement LinkLegalEntity InordertolinkaLegalEntitytoabankaccount,pleaseensurethatyouoraDBAloginasSYSADMIN(notSystemadministrator)

AdditionalModuleDetails



iExpense WithAME:AsweknowOIENowsupportsAMEparallelapprovers,Pre-UpgradeAMEbasedworkflowsneedtobecompletedpriortoturningonparallelapproversfunctionality

Notifications:FYINotification:TheWorkflowBackgroundEnginetakesseveralminutes tocomplete.TheApproverstabmaybeblankuntilcompletion

Itemizations:EndusersunclearwheretoitemizeareceiptEnteringDetailsanditemizationswasatwo-stepprocessClarifyrelationship betweenreceiptanditemizedlinesRequirementforpayablespersonnel(Auditors) toitemizeorre-itemizeexpenselinesduringaudit

OAFrameWorkSubmitandMonitorExportRequeststhroughAuditorresponsibilityForqueryofrejections, invoices, holds, andprepaymentsfromauditresponsibility




Procurement NoPBWC(PurchasingBuyerWorkCentre)Support orSearchcapabilities– PlannedPO– LocalBlanketAgreements– LocalContractAgreements– ScheduledorBPAReleases– QuotationsorRFQs

PBWCDoesnotsupportthepreferencefeature.

Pre-Upgrade/Upgradesummarywillidentify thefollowingdataissues:– Bulk-loaded itemswithoutSupplierSite– Bulk-loaded itemsassignedto“allbuyers”– Bulk-loaded itemswithinvalidcategorymapping

PurchasingContracts:– Ifyoulockonthecontractcanbereleasedbyanyuser– Contractadministratorcaneitheracceptallchangesorrejectallofthem– Suppliers cannotdownloadcontractinMicrosoftWordformat




AccountsPayables

NewValidationonTAX-ID(UnabletoenterwithsameTAX-ID)Datamodelgotchanged,sohadtore-designmostofthecustomizationstoensuretheyareinguideline for12.1.3, asbanks gotconsolidated incashmanagement,hastoworkoneliminatingandenddatingduplicatebanks fromdifferentmodules (AP, Payroll...)

AccountsPayables 1099 In11i,userscancreateonesitefor1099andonesitefornon-1099.

WithR-12,thefollowingchangeshavetakenplace:1.Thevendoriseither1099ornot.Thereisno"AND".Userscannotcreateonesiteas1099andonesiteasnot1099.2.Ifavendoris1099andhavemultiplesites, theusershouldNOTcheckallsitesasataxreportingsite.Thiswillcauseduplicate1099payments.Only onesiteneedstobechecked.Allothersiteswilltakethedefault"taxreporting".3.Ifavendoris1099,butaspecific transactionshould notbechargedas1099,theuserneedstoupdatetheinvoiceatthetimeofdata-entry.Theyneedtoremoveand"blank"outtheIncomeTaxFieldwithintheLines TabFormAND withintheDistributions Form.

AccountsPayables TransfertoGLatInvoiceLevel

In11i,aftervalidatinganinvoice,youcantransfersubledgerdatabyrunningaseparateconcurrentprogram:PayablesTransfertoGL

WithinR-12,afteryou validatetheinvoice,youcanclickActionsandruntheCreateAccountingprogramwithintheInvoiceActionsscreen




AccountsReceivables/E-Tab

e-Business Taxisdesignedtoautomatetaxcalculations– it’s bestnottofightit(avoidhavingusersentermanualtaxlines oroverridegeneratedtaxlineswhenpossible)Migratedtaxesworkfine..ButpureR12taxesmakebetteruseofthecapabilitiesofe-Business Tax(Requirelesshumanintervention/interference)Don’tmixmigratedandR12taxes– highriskforduplicatetaxesontransactionsUpgradeofReceivablesdatatoe-Business Taxhandledentirelybye-BusinessTaxscripts,programs




Others/Technical WorkflowIssues(Hadtoworkonclearingallthependingworkflowsfrom11ibeforetheupgrade)Intheframeworkpages(Recordhistoryisnotadefaultoptionandhadtopersonalizemanyscreens)In11.5.10wewerenotusingOATMandinR12.1.3itisanecessarytoimplementOATM(OracleTablespaceManagement).DuringthisstepsthesystemwasconsumingtheentireresourcesontheserverandthedownloadforR12extendedby18– 24morehoursthanplanned.XMLprovidessixformats(PDF,RTF,HTML,XML,EDIandExcel)IfyouarepersonalizingapagethroughthePersonalizePagegloballink,makenoteofthepagewhichyouarepersonalizing.Ifanyerrorsoccurafterpersonalization,thepersonalizationcanbeturnedofffromtheFunctionalAdministratorresponsibilityCancel- rescheduleall“scheduled”concurrent jobs– parametersequencehaschanged

OracleWebADI Upload WithinR-12,OracleWebADIisreplacedwithanewapplicationresponsibilityname:DesktopIntegration

-- ofnote,DesktopIntegrationisusedforgeneraluploads,budgetuploads,etc…ItexcludesFixedAssetLoads

AssetLoadsviaWebADI

Upload InR12,LegacyassetscanbeuploadedutilizingWebADI.Hereissomethingtoknow.DonotattempttoloadtheassetsusingtheDesktopIntegration.Youwillnotbeableto(note:i.e. itwillnotallowyoutoselect anassetbook).

Instead,withintheFixedAssetModule,performthefollowingnavigation:FAManager>>FAMassAdditions>>AdditionsIntegrator

OracleWebADI:CreateDocumentappears.Itwillallowyoutoproceedtoselect yourassetbookanduploadassetsfromhere.




R12HappyHour!• FunStuff,ChallengesandChanges!


Timeoutofsession,experiencedanissuewherewecouldnotloginasanotheruser.Usercouldnotupdatethe”UserName”asshownbelow.

-- Answer?Clickonthe“NotSYSADMIN?LogOut”link.

NewFeatures,FunStuff,andChanges!


iProcurementàRequistionsàApprovalsàViews[SelectView:RequisitionsIHaveApproved]thenclick[Go]– screenisstuck“Loading” (codefix,patchsolvedproblem)



OncegoingfromWebFormstoProfessionalForms,backandforthcanleavethebeautifulscreenforyourusers!












YoucangetthingsbacktonormalbyexecutingaCTRL-ALT-DEL– thenreturn,andpresto!



Modifying anexistingFolder(OrderManagement),goingintoFolderTools,addingacolumnyieldsthebelowresults…columnnotadded,textoverwritten.Existsin12.1.xand12.2.x…

Folder



Concurrentmanagerjobs- ARAutoInvoice (example)



Concurrentmanagerjobs- ARAutoInvoice(example)



ARAutoInvoice(R12) (besuretocancelall11ijobsandreschedule)



Concurrentmanagerjobs– Example:ARAutoInvoice

InEBS-- R12,ForAutoInvoiceMasterProgram(RAXMTR)inputparameterssequenceischanged.ORG_ID is2nd parameterinR12whilein11iORG_ID isthelastparameter.OneneedstochangedthesequenceofparameterincustompackagewhenrequestissubmittedfortheRAXMTRfromcustompackage.

11i:1,1020,XYZOMInvoice,2011/03/0103:40:35,,,,,,,,,,,,,,,,,,,,,Y,,83

12.1.3:1,83,1020,XYZOMInvoice,2011/03/0710:50:35,,,,,,,,,,,,,,,,,,,,,Y,

12.2.6:1,83,1020,XYZOMInvoice,2017/04/1722:11:32,,,,,,,,,,,,,,,,,,,,,Y,

UnpublishedBug5575084

Theissuehasbeenfixedinthebelowobjectversionsorhigher:src/autoinv/raaddx.lpc115.11.15104.8

RecommendedPatch:Patch10038780



LOADDATAINFILE 'adpinput.dat'BADFILE 'adpinputbad.dat'DISCARDFILE'adpinputdiscard.dat'APPENDINTOTABLEAPPS.GL_INTERFACEFIELDSTERMINATEDBY','OPTIONALLYENCLOSEDBY'"'(STATUS CHAR,LEDGER_ID DECIMALEXTERNAL,USER_JE_SOURCE_NAME CHAR,USER_JE_CATEGORY_NAME CHAR,ACCOUNTING_DATE DATE,CURRENCY_CODE CHAR,DATE_CREATED DATE,CREATED_BY DECIMALEXTERNAL,ACTUAL_FLAG CHAR,ENTERED_DR DECIMALEXTERNAL,ENTERED_CR DECIMALEXTERNAL,REFERENCE1 CHAR,REFERENCE2 CHAR,………………. …………,………………. …………,

UsingAPIsinR12– ExamplebelowisforGL_Interface

LEDGER_IDreplacesSET_OF_BOOKS_ID inR12.1…andwehaveseenthatSET_OF_BOOKS_ID ISBACKIN12.2.5!Releaseof12.1SET_OF_BOOKS_ID didn’twork– itdoesnow!



WhileinSelfServiceapplication, clickonthehomelink.Thesystemtakesyouhomebutdoesn’tprovide alistofresponsibilitiesandfunctions.Thishappensoccasionallyandisn’tpredictable.Theonlysolutionfoundistologoutandthisalsoshutsdownmyprofessionalforms,soitcanbecome amoreseriousproblem.

WhereintheworldinmyMainMenu??

Gone!



Ifloggingoutandloggingback-indoesnotwork….

GointoSYSADMIN,Security->User->Profile,querytheuserhavingtheproblem….

Oncetherecordisup,updateaheaderlevelfield,onefieldistousetheActiveDate,changeitfromwhateveritissettoanotherdate,preferablytoday'sdate– 1daysoyoudon’tinactivetheaccountaccidentally.

Doingthiscausesandupdatetotherecord,aswellasvalidationoftheuser,andwhentheuser logsintheresponsibilities willappear.

WhereintheworldinmyMainMenu??



Whathappenedtomyfolder?



Whathappenedtomyfolder?WhattowhenonR12?

• Foldersupgrade from11itoR12without issue• Firstuseoffolderswill revealthatthereareissues, orcolumnnamesthathavechangedsoerrorswilloccur…

•Bestbet istoeither upgradefoldersandupdatecolumnswhereyouarehavingissuesORrebuildfoldersfromscratch– thiswilldependonthevolumeandcomplexity ofyourfolders



R12.1.3àR12.2.6HRMSIssues(EOYpatching)

HRMSJSPIssue:

ForCanadianandUSLegislationDotheMandatoryHRMSYearEndPatchesNeed tobeReapplied PostUpgrade?(DocID1539761.1)



109


Notice howtheSignOn ScreenbecomesTransparentafterthe<LogIn>Button ispressed.


110


NewUser Interface,bigchangefrom12.1,andevenminorchangesfrom12.2.5to12.2.6!


111

NewFeatures,FunStuff,andChanges!Navigator– hoveryourmouseovertheUpandDownarrowsinthepop-upwindow…watchthe listscroll...


112

NewFeatures,FunStuff,andChanges!E-BusinessSuite: OracleFormsSystemAdministrator <Responsibility>ProfileValues

-or-

FunctionalAdministrator <Responsibility>CoreServices <MenuBar>Profiles <MenuTab>

<Update>ProfileValue-- Pencil-Icon<CreateLookupType> -- InsertNewProfileOptionValue

12.2.0 12.2.6


113

NewFeatures,FunStuff,andChanges!UserswerecreatingaRequisition, gotto“SupplierName”andentereda%,doingthisclearstheentireform…intended functionality.


114


Visible drop-downlist.


115

NewFeatures,FunStuff,andChanges!Viewer/Report Rendering Issues

XLS(Excel )mimetypemissesintheapplication tablefnd_mime_types_tl, sotheoutputisopenedwithExplorerinsteadofExcel .YoumaycheckitbyfollowingSQL:select*fromfnd_mime_types_vl;

INSERT INTO fnd_mime_types_tl(file_format_code, mime_type, LANGUAGE, source_lang, created_by, creation_date, last_updated_by, last_update_date, last_update_login, description, allow_client_encoding)VALUES ('XLS', 'application/vnd.ms-excel', 'US', 'US', 1, SYSDATE, 1, SYSDATE, 0, 'Microsoft Excel', 'Y')/Commit;

(above statement fromNote790854.1 XMLPublisherConcurrentRequestComesOutAsHTMLInsteadOfExcel,recommendabackupcopyoffnd_mime_types_tl.)3.Afterthat,youmaycheckifthe ProfileOption'Viewer:Text' issettoBrowser,4.Retesttheissue


116



117

NewFeatures,FunStuff,andChanges!x

x

x


References:

• www.oracle.com• support.oracle.com• docs.oracle.com• blogs.oracle.com/stevenChan/• www.oaug.org• www.oatcinc.com• etrm.oracle.com

•Andmanyclientprojects…


Thankyou!

Q&ATwitter: @OATCIncLinkedIn: OATC, Inc.LinkedIn: Bill Dunham

www.oatcinc.com

Bill Dunham [email protected]


Documents

R12.2 Happy HourTexas Style! - Texas-Louisiana OAUGtloaug.communities.oaug.org/multisites/tloaug/media/R12_Happy_Hour...• Unified Catalog for Purchasing and iProcurement • Buyers