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

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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

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Supplier Trading Community Architecture (TCA) Payment Manager ACH Formats iExpenses

Purchasing - Buyer Workbench

Purchasing - Orders

Purchasing - Agreements

Purchasing - Deliverables

Purchasing - Negotiations

Sourcing - Intelligence

Sourcing - Administration

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Release 12.1 Overview

New and Changed Features for Accounts Payable in Oracle Release 12.1
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Supplier (TCA)

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Payment Manager

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ACH Formats

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iExpenses

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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 OUs 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

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Release 12.1 Overview

New and Changed Features for Budgeting in Oracle Release 12.1

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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
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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

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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
Special-purpose planning

CapEx Planning
Specialized planning module that

module that makes headcount, salary and compensation planning fast and efficient across the enterprise.
Designed with pre-built

automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance.
Capital Expense Planning

functionality and best practices that are ready to use right out of the box

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

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Interaction Options for Planning

Workspace
Dashboards

Webform

Excel

Financial Reporting Other MS Office

Hyperion Planning

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Release 12.1 Overview

New and Changed Features for Human Capital in Oracle Release 12.1

R12.1 Content by Focus Area

Core Human Resources Self Service Human Resources Advanced Benefits Performance Management Compensation Workbench iRecruitment Time & Labor Payroll

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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
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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

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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

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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

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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

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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

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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

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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 organizations Human capital ROI.
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Performance Management and Incentive Compensation

Defining the Program

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Performance Management and Incentive Compensation

Defining Individual Components

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Performance Management and Incentive Compensation

Link to Other Documents

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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 Developer Forms & Reports Web & Java Java (JDK) 9iR2 9.2.0.6 6i 8.0.6.3 9iAS 1.0.2.2.2 Jinitiator 1.3.1.24 10gR2 10.2.0.4 10g 10.1.2.2 10gAS 10.1.3.0.0 Sun JRE 1.5.0_13 11gR1 11.1.0.7 10g 10.1.2.3 10gAS 10.1.3.4 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

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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) 2) Stage Media Install R12.1.1 Technology

3)
4) 5) 6)

Backup
Preparatory Scripts 11i and R12.1.1 Upgrade Database to at least 10gR2 Upgrade Apps to 12.1.1

7)
8) 9)

Patch to latest levels

Post Upgrade Scripts Migrate Customizations

10) Cleanup

11) Backup
12) Testing 13) Go-live! 14) Post Upgrade Support
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<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

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Making Your Processes Transparent

Oracle provides a comprehensive business solution for Yuma County, including efficient business practices. CedarCrestones extensive public sector experience and knowledge of Oracle gives us a solid understanding of Yuma Countys unique business needs and the challenges public sector entities face each day.

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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.
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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.

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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

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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.

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Making Your Processes Transparent

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Questions and Answers