Release 12.1 Overview

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Release 12.1 Overview

• New and Changed Features in Oracle Release 12.1

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

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Purchasing - Buyer Workbench
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Purchasing - Orders
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Purchasing - Agreements
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Purchasing - Deliverables
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Purchasing - Negotiations
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Sourcing - Intelligence
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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

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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

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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

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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

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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
FPA Group
Dept B
Dept C
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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
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Hyperion Planning Out-of-the-box
ModulesWorkforce, CapEx, Allocations

• Workforce Planning
• Special-purpose planning 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
• Includes predefined data forms, accounts,
  calculations, menus, and Smart lists.

• CapEx Planning
• Specialized planning module that 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, accounts,
  calculations, menus, and Smart lists

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Drill-through to General LedgerInsight into
Action in a Single System
Hyperion Financial ManagementHyperion Planning
Oracle
Oracle Account Analysis and Drill-Down for both
Actual and Budget
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Interaction Options for Planning
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Release 12.1 Overview

• New and Changed Features for
• Human Capital in Oracle Release 12.1

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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 0900-1200 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

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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

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E-Business Tech Stack Version Changes

• 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

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A Few Requirements for Upgrade

• Directly upgradable versions of E-Business to
  12.1.1
• 11.5.9, or 11.5.10
• lt11.5.9 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

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Basic 11i to R12.1 Upgrade Overview

• Stage Media
• Install R12.1.1 Technology
• Backup
• Preparatory Scripts 11i and R12.1.1
• Upgrade Database to at least 10gR2
• Upgrade Apps to 12.1.1
• Patch to latest levels
• Post Upgrade Scripts
• Migrate Customizations
• Cleanup
• Backup
• Testing
• Go-live!
• Post Upgrade Support

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lt11.5.7 to 12.0.6/11g Upgrade Process
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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

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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

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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_ke
  y_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/applicat
  ions/sizing/Sizing_EBS_LongVersion.ppt
• http//blogs.oracle.com/stevenChan/2008/12/whitepa
  per_options_for_reducing_ebs_database_size.html

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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 OversightRequirements

• 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