Oracle E-Business Suite

Report
Release 12.1 Overview
New and Changed Features in
Oracle Release 12.1
Release 12.1 Overview
New and Changed Features for
Procurement in Oracle Release 12.1
2
R12.1 Procure to Pay Enhancements
● Procurement
–
–
–
–
–
–
Buyer Workbench
Spend Classification
Analytics Dashboards
Two Stage RFP Evaluation
Award-based Cost Factors
Mass Close of PO Documents
• Payables
–
–
–
–
3
Supplier – Trading Community Architecture (TCA)
Payment Manager
ACH Formats
iExpenses
Purchasing - Buyer Workbench
4
Purchasing - Orders
5
Purchasing - Agreements
6
Purchasing - Deliverables
7
Purchasing - Negotiations
8
Sourcing - Intelligence
9
Sourcing - Administration
10
Release 12.1 Overview
New and Changed Features for
Accounts Payable in Oracle Release 12.1
11
Supplier (TCA)
12
Payment Manager
13
ACH Formats
14
iExpenses
15
Release 12.1 Overview
New and Changed Features for
Grants Accounting in Oracle Release 12.1
Grants Accounting Deltas
● Oracle Payables
– Payables and Oracle Grants Accounting Reconciliation
● New supplier cost adjustment report
● Invoice Workbench drilldown to the Project Expenditure
– Capture and transfer additional information to and from Projects
– Payments, instead of invoices, are interfaced from Payables to
Project Costing.
● Allows reconciliation of cost in Projects with costs recognized in
GL.
– Removal of Supplier Cost Adjustment Restrictions
– Adjustment Accounting entries interfaced to Oracle General
Ledger by from Projects
Grants Accounting Deltas
● Sub Ledger Accounting
– Code the same transaction to different ledger books
– More journal detail (header & line)
● Multi-Org Access Control (MOAC)
– Access, process, and report across OU’s with a single
responsibility
Grants Accounting
● Functionality not Currently Leveraged
– Interface to Fixed Assets
– Interface Supplier Invoices from Payables
– Cost-based billing to reduce manual Events
● Improve Reporting Formatting Capabilities
– Convert select Grants inquiries to BI Publisher
– User-friendly, pre-formatted
● Resolve interface issues with Payables API
Grants Accounting
● Award Budgeting Enhancements
– Increased budget flexibility
– Automatic summarization of budgets in Project Status Inquiry
– Additional sorting options
● Award Status Inquiry Enhancements
– New views by various budget periods
– Additional parameters for expenditure and commitment
inquiries
● Increased Processes for Encumbrance Funds Check
20
Release 12.1 Overview
New and Changed Features for
Budgeting in Oracle Release 12.1
21
Typical Budget Processes Are Inefficient
● Time – takes too long, results
obsolete/stale
● Quality – too many input
variables
● Cost – many wasted resources,
dubious benefits
● Flexibility – lack of
responsiveness to changes
Senior Management
FP&A Group
Dept B
22
Dept C
Oracle Hyperion Planning
Shortens Planning Cycles and Improves Business
Predictability
• Powerful workflow and
process management
• Intuitive interface
• Robust data integration
• Leverages Essbase –
powerful reporting and
analysis
• Scalable web infrastructure
• Special-purpose planning
modules for fast
deployment
23
Hyperion Essbase
• Developed by Arbor Software – 1991
• Essbase:
• Extended Spreadsheet Server Database
• Heritage:
• Spreadsheets
• Financial modeling tools
“Speed of Thought” response
Hyperion Planning: Out-of-the-box Modules
Workforce, CapEx, Allocations
Workforce Planning
CapEx Planning
• Special-purpose planning
• Specialized planning module that
module that makes headcount,
salary and compensation
planning fast and efficient across
the enterprise.
• Designed with pre-built
functionality and best practices
that are ready to use right out of
the box
automates the planning of capital
assets and capital asset related
expenses, such as depreciation,
maintenance and insurance.
• Capital Expense Planning
includes pre-built functionality and
best practices that easily plan for
all your capital expenses.
• Includes predefined data forms,
• Includes predefined data forms,
accounts, calculations, menus,
and Smart lists.
accounts, calculations, menus,
and Smart lists
Drill-through to General Ledger
Insight into Action in a Single System
Hyperion Financial Management
Hyperion Planning
Oracle
Oracle Account Analysis
and Drill-Down for both
Actual and Budget
26
Interaction Options for Planning
Workspace
Dashboards
Webform
Excel
Financial Reporting Other MS Office
Hyperion Planning
27
Release 12.1 Overview
New and Changed Features for
Human Capital in Oracle Release 12.1
R12.1 Content by Focus Area
●
●
●
●
●
●
●
●
29
Core Human Resources
Self Service Human Resources
Advanced Benefits
Performance Management
Compensation Workbench
iRecruitment
Time & Labor
Payroll
R12.1 Core Human Resources
•
Legislative updates for reporting
– Ethnic categories
– Statutory changes
– Comply with Social Security Administration changes
● Delete “Pending for Approval” Transactions
– Initiator may delete transactions prior to final approval
● Enhanced Change Pay Rate Functionality
– Allow multiple pay actions as part of one transaction
– Propose/Update/Delete future base salary changes
– Support Salary Basis change
30
R12.1 Advanced Benefits
● Reopen Scheduled Life Events process
– Reopen distinctive number of life events as a batch
– Extend enrollment window after reopening processed events
● Manage Open Enrollment Process
–
–
–
–
Modify Enrollment Period End Date
Modify Processing End Date
Modify Default Enrollment Date
Provide “Number of Days” Extension
● Additional Input Parameter – Fast Formula
– Person_ID can now be passed as input value in fast formulas
31
R12.1 Performance Management
● Manage Offline Appraisals
– Download in-progress appraisals
– Update, in Excel format, without connecting to application
– Upload updated appraisal to application
● Maintain Succession Plans function
– Supports Web ADI spreadsheet to retrieve and update
succession information
– Delivered in Manager Self-Service
32
R12.1 Compensation Workbench
● View All employees as CWB Administrator
– Compensation Detail Report enhancements
–
–
–
–
Employee information grouped by tabs
Plan selection page and parameters replaced by filters
Able to check Do not restrict by Hierarchy
Salary statistics tab – downloadable to spreadsheet
● Responsibility based access for Administrators
– “Super Administrator” able to map responsibilities of other
administrators to plans they are allowed to access
33
R12.1 Compensation Workbench
● Person Selection Rule on Post Process
– Parameter of Person Selection Rule has been added to
Compensation Workbench Post Process
● Perform Dynamic Calculations in Multiple Columns
– Define dynamic calculations on worksheet amount rates,
separately from custom columns
– Define conditions and condition results using column names
– Define custom errors and warnings based on requirements
34
R12.1 iRecruitment
● iRecruitment Create Enrollment Process
– Automatically enroll New Hires in compensation plans included
in their offer letter
– Process creates enrollment records for the employee for plans
associated with an offer
35
R12.1 Time & Labor (OTL)
● Automatic Days-to-Hours Conversion
– Users can now enter Hours and Days within a single timecard
– System converts Days into Hours for Oracle Projects.
● Mixed Format Entries
– Allows user to enter mixed format for certain time elements
based on certain conditions
– Example: “Regular” could be start and end, such as 09:0012:00; Lunch could be entered as number of hours, such as 2 –
in the same timecard
36
R12.1 Human Resources Benefits
● Performance management can help the organization identify
systemic performance problems, identify training needs, and save
money for the organization.
● Compensation Workbench will help the organization identify
compensation distribution patterns that may not be consistent with
organizational goals and will help assure compensation dollars are
spent in the most effective manner.
● Allocated checklists help the organization save money by putting
critical steps into defined tasks list so that work is not overlooked.
● New reporting capabilities will help HR become an important
strategic partner in the organization by providing key analysis
about the organization’s Human capital ROI.
37
Performance Management and
Incentive Compensation
Defining the Program
38
Performance Management and
Incentive Compensation
Defining Individual Components
39
Performance Management
and Incentive Compensation
Link to Other Documents
40
Release 12.1.1 Overview
Upgrade Considerations
12.1.1 Base Technology
From: Oracle Applications Concepts Release 12.1 Part No. E12841-02
● Oracle RDBMS 11g 11.1.0.7
– The Database
● Oracle Application Server 10gAS 10.1.2.3
– Forms and Reports Services
● Oracle Application Server 10gAS 10.1.3.4
– Web and Java Services
E-Business Tech Stack Version Changes
E-Business Version
11.5.10.2
12.0.4
12.1.1
Database
RDBMS
9iR2
9.2.0.6
10gR2
10.2.0.4
11gR1
11.1.0.7
Developer
Forms & Reports
6i
8.0.6.3
10g
10.1.2.2
10g
10.1.2.3
Web & Java
9iAS
1.0.2.2.2
10gAS
10.1.3.0.0
10gAS
10.1.3.4
Java (JDK)
Jinitiator
1.3.1.24
Sun JRE
1.5.0_13
Sun JRE
1.6.0_10
•All EBS Versions above are certified on 11gR1
•Discoverer is 10gAS 10.1.2.3
•Still requires stand-alone install of 10gAS
•Similar for Portal, SSO, OID, BPEL
•See note 373634.1
43
Several R12 Technical Differences…
● Client JVM for Forms Applet
– No longer use Oracle Jinitiator now use Sun J2SE
● $INST_TOP
– Centralizes logs, configurations, scripts
● Most tools are pretty familiar….
– adpatch, RapidClone, OAM, adadmin– no major changes
● Upgrade by Request
– Reduce Upgrade Downtime– Fin, CRM, PO, PA, SCM
● No more auto-upgrade
– Upgrade processes are consolidated into upgrade driver
● R12.1.1 can run on 10gR2 or 11gR1
– Upgrade can be performed using either
A Few Requirements for Upgrade
● Directly upgradable versions of E-Business to 12.1.1
– 11.5.9, or 11.5.10
– <11.5.9 must first upgrade to 11.5.10.2
● Disk Space
– Technology sizes slightly larger than 11i
● Apps tier technology stacks require about 35GB
– Data growth size
● Estimate ~10% see note 399362.1
● Server Specifications
– Consider many of the same metrics
●
●
●
●
Modules used – Heavy (PAY/PA), medium (AR/PO), light (GL,CE)
User counts – Web only, forms based
Concurrent processing – Usage and timing
Other applications…
– Most vendors have EBS sizing calculations
Basic 11i to R12.1 Upgrade Overview
1)
Stage Media
2)
Install R12.1.1 Technology
3)
Backup
4)
Preparatory Scripts 11i and R12.1.1
5)
Upgrade Database to at least 10gR2
6)
Upgrade Apps to 12.1.1
7)
Patch to latest levels
8)
Post Upgrade Scripts
9)
Migrate Customizations
10) Cleanup
11) Backup
12) Testing
13) Go-live!
14) Post Upgrade Support
46
<11.5.7 to 12.0.6/11g Upgrade Process
Considerations for an Upgrade
● Planning for time requirement
– Allocate plenty of time especially to the first run
– Consider how many iterations will be needed
● Count on at least three
– How to reduce downtime?
● Upgrade database ahead of time
● Partial business data upgrade
● Fully pre-build technical Production
R12.1.1 environment
Considerations for an Upgrade
● Hardware and environment
– New hardware requirements
– Can existing hardware be utilized?
– Will we have space and processing?
● Need at least two existing 11i systems + R12
– Run (at least) one iteration on Prod like hardware
● Useful tools
– Maintenance Wizard
● A very useful tool
– Search Metalink using upgrade driver name
● Good source for issues others are seeing
● 12.0- u4440000.drv, 12.0.4- u6394500.drv, 12.1.1- u6678700.drv
Good R12.1 Information Sources
● Overall Planning and Documentation
– Note 790942.1: Oracle Applications Documentation Resources
– Note 580299.1: Best Practices for Adopting R12
– http://blogs.oracle.com/stevenChan/2008/04/five_key_resources_for_upgrading_to_ebusiness_suit.html
● Technology
– Note 380482.1: Technology Stack Documentation Roadmap
– Note 403537.1: Best Practices for Securing R12
● Sizing
– Note 399362.1 :Oracle Applications Upgrade Sizing and Best Practices
– http://www.oracle.com/technology/products/applications/sizing/Sizing_EBS_LongVersion.ppt
– http://blogs.oracle.com/stevenChan/2008/12/whitepaper_options_for_reducing_ebs_database_size.html
Transparency, Accountability and Strategy
Using Release 12.1 to Address
ARRA Requirements
51
Making Your Processes Transparent
● Oracle provides a comprehensive business solution for
Yuma County, including efficient business practices.
CedarCrestone’s extensive public sector experience and
knowledge of Oracle gives us a solid understanding of
Yuma County’s unique business needs and the
challenges public sector entities face each day.
52
Making Your Processes Transparent
● While the American Recovery and Reinvestment Act
(ARRA) provides the opportunity to address important
road infrastructure, health and welfare services, law
enforcement, and other needs in our communities, it also
brings some new challenges and reporting requirements.
● ARRA requires a free flow of information from the federal
government to state organizations to local governments
and then to citizens and back.
● Transparency and Accountability are not new concepts
to government; however, the delivery of both will now
take a different format as a result of ARRA.
53
Transparency and Oversight
Requirements
Federal ARRA Transparency and Oversight Requirements
• Certify projects have been reviewed as required by law.
• Certify projects are an appropriate use of taxpayer
funds.
• Certifications must include a project description and an
estimated total cost.
• Project information must be available to the public via
an internet site.
54
Quarterly Reporting Requirements
● Total Amount of Funds Received
● Amount of Funds Received Spent on Projects or
Allocated to Projects
● Detailed List of Projects or Activities to include
● Name of the Project or Activity
● Project or Activity Description
● An Evaluation of the Completion Status of the
Project or Activity
55
Quarterly Reporting Requirements
● Estimating the Number of Jobs Created and the Number
of Jobs Retained as a Result of the Project or Activity.
● For Infrastructure projects and activities, the purpose,
total cost and the rationale for funding the project. An
agency contact must also be included.
56
Making Your Processes Transparent
57
Questions and Answers

similar documents