R12 Rup7 RCD

ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT
Release Update Pack 12.0.7 (RUP7) HRMS
Prepared by E-Business Suite Program Management Last Updated: May 20, 2009
Copyright 2009 Oracle Corporation All Rights Reserved
Table of Contents
1. 2.
2.1. 2.2. 2.3.
Disclaimer Introduction
Purpose of Document Release Overview Reference Documents
1 2
2 2 2
3.
3.1.
New and Changed Features in Applications Technology

Oracle Application Object Library
3.1.1. Release 12.0.3 (RUP3) 3.1.1.1. Custom Directory Information Tree (DIT)
3
3
3 3
3.2.
Oracle Applications Framework

3.2.1. Release 12.0.3 (RUP3) 3.2.1.1. Expose HGrids Record Set Size for Administrator Personalization 3.2.2. Release 12.0.6 (RUP6) 3.2.2.1. Record History 3.2.2.2. Reference Fields
3
3 3 3 3 3
3.3.
Oracle Applications DBA

3.3.1. Release 12.0.2 (RUP2) 3.3.1.1. Change Base Language Script
4
4 4
3.4.
Oracle Applications Technology Stack

3.4.1. Release 12.0.2 (RUP2) 3.4.1.1. New Technology Inventory Report 3.4.1.2. OC4J Load Balancing 3.4.2. Release 12.0.6 (RUP6) 3.4.2.1. AutoConfig Performance Enhancements
4
4 4 4 4 4
3.5.
Oracle E-Business Suite Diagnostics

3.5.1. Release 12.0.3 (RUP3) 3.5.1.1. Diagnostics Execution Engine and User Interface Enhancements 3.5.2. Release 12.0.4 (RUP4) 3.5.2.1. New and Revised Diagnostic Tests 3.5.3. Release 12.0.6 (RUP6) 3.5.3.1. Diagnostics Enhancements
5
5 5 5 5 7 7
3.6.
Oracle E-Business Suite Secure Enterprise Search

3.6.1. Release 12.0.6 (RUP6) 3.6.1.1. Search Modeler
7
7 7
3.7.
Oracle Report Manager

3.7.1. Release 12.0.6 (RUP6) 3.7.1.1. Publishing to Multiple Worksheets
7
7 7
3.8.
Oracle XML Gateway
Oracle E-Business Suite Release Content Document, Release Update Pack 12.0.7
ii
3.8.1. Release 12.0.3 (RUP3) 3.8.1.1. Improved Error Notification from XML Gateway
7 7
4.
4.1.
New and Changed Features in Asset Lifecycle Management

Oracle Install Base
4.1.1. Release 12.0.3 (RUP3) 4.1.1.1. Part or Serial Number Update of Item Instance Used by CMRO 4.1.1.2. Processing of MACD Order Lines via Concurrent Program instead of SFM
9
9
9 9 9
5.
5.1.
New and Changed Features in Business Intelligence and Corporate Performance Management
Oracle Balanced Scorecard
5.1.1. Release 12.0.3 (RUP3) 5.1.1.1. Enable Trend Icon in Scorecard Views and Strategic Objective Reports 5.1.1.2. Five Performance Color Bands 5.1.1.3. Enhanced Scorecard Migration 5.1.1.4. Multi-Year Display Capability 5.1.1.5. New Simulation Designer 5.1.1.6. Improved Performance Assessment Capabilities 5.1.1.7. Scorecard-level Logo
10
10
10 10 10 10 10 10 11 11
5.2.
Oracle Daily Business Intelligence for Financials

5.2.1. Release 12.0.2 (RUP2) 5.2.1.1. Receivables and Collections Management 5.2.1.2. Profit and Loss Analysis 5.2.1.3. Company and Cost Center Security Setup with WebADI
11
11 11 11 12
5.3.
Oracle Enterprise Performance Foundation

5.3.1. Release 12.0.3 (RUP3) 5.3.1.1. Enhanced Data Inspector and Fusion Intelligence for Corporate Performance Management
12
12 12
5.4.
Oracle Fusion Intelligence for E-Business Suite

5.4.1. Release 12.0.2 (RUP2) 5.4.1.1. New Fusion Intelligence Applications
13
13 13
5.5.
Oracle Profitability Manager

5.5.1. Release 12.0.3 (RUP3) 5.5.1.1. Enhanced Mapping Wizard
13
13 13
6.
6.1.
New and Changed Features in Financials

Oracle Assets
6.1.1. Release 12.0.3 (RUP3) 6.1.1.1. Assets: Japan Depreciable Assets Tax Report 6.1.2. Release 12.0.5 (RUP5) 6.1.2.1. Japan 2007 Fixed Assets Tax Changes
14
14
14 14 14 14
6.2.
Oracle iSetup
6.2.1. Release 12.0.3 (RUP3) 6.2.1.1. iSetup APIs
15
15 15
6.3.
Oracle Financials for Asia Pacific

6.3.1. Release 12.0.3 (RUP3) 6.3.1.1. China National Accounting Office (CNAO) Support
15
15 15
6.4.
Oracle Financials for EMEA

6.4.1. Release 12.0.3 (RUP3) 6.4.1.1. XML Publisher Report Extracts for Fixed Assets and Payments 6.4.2. Release 12.0.4 (RUP4) 6.4.2.1. XML Publisher Report Extracts for Fixed Assets, Cash Management, General Ledger, Subledger Accounting, Receivables, Bill Presentment, Payables, Regional Localizations, and Financials Common Modules
15
15 15 16
16
iii
6.4.2.2.
UK Reverse Charges VAT
16
6.5.
Oracle Financials for India

6.5.1. Release 12.0.3 (RUP3) 6.5.1.1. Financials for India: Statutory Updates 6.5.2. Release 12.0.4 (RUP4) 6.5.2.1. Financials for India: Statutory Updates and Forward-Ported Bug Fixes
16
16 16 16 17
6.6.
Oracle Payables
6.6.1. Release 12.0.3 (RUP3) 6.6.1.1. Payables: US Form 1099 Legislative Changes 6.6.2. Release 12.0.4 (RUP4) 6.6.2.1. Payables: US Form 1099 Legislative Changes
17
17 17 17 17
6.7.
Oracle Payments
6.7.1. Release 12.0.3 (RUP3) 6.7.1.1. Master Card S Record Compliance 6.7.1.2. Visa Compliance Table / Discover Qualification Table for FDC 6.7.1.3. Amex CAPN Enhancement 6.7.1.4. FDC Servlet Load Balancing 6.7.2. Release 12.0.6 (RUP6) 6.7.2.1. Multiple Divisions per Settlement Batch Enhancement 6.7.2.2. Paymentech Certification 6.7.2.3. SEPA Credit Transfer Initiation Messages
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18 18 18 18 18 19 19 19 19
6.8.
Oracle Public Sector Financials International

6.8.1. Release 12.0.3 (RUP3) 6.8.1.1. Uptake of Construction Industry Scheme and Dossier Functionality 6.8.2. Release 12.0.4 (RUP4) 6.8.2.1. Extension of Oracle Financials Functionality 6.8.2.2. Inflation Accounting for Assets 6.8.3. Release 12.0.6 (RUP6) 6.8.3.1. Contract Commitments Integration with Self Service Purchasing
19
19 19 20 20 21 21 21
6.9.
Oracle Subledger Accounting

6.9.1. Release 12.0.3 (RUP3) 6.9.1.1. Supporting References
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21 21
6.10.
Oracle Transfer Pricing

6.10.1. Release 12.0.3 (RUP3) 6.10.1.1. Add-on Rates 6.10.1.2. Flexible Column Output 6.10.1.3. Cross Currency Copy of Assumptions 6.10.1.4. Import, Export, and Migrate Business Rules
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21 21 21 22 22
7.
7.1.
New and Changed Features in Human Resources

Oracle Advanced Benefits
7.1.1. Release 12.0.3 (RUP3) 7.1.1.1. Reopen Life Events Process 7.1.1.2. Open Enrollment Window Modification 7.1.1.3. Tracking Ineligible to Ineligible Row Creation 7.1.1.4. Additional Input Parameters for Fast Formulas
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23
23 23 23 23 23
7.2.
Oracle Approvals Management

7.2.1. Release 12.0.7 (RUP7) 7.2.1.1. View Approval History and Approvers
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23 23
7.3.
Oracle Compensation Workbench

7.3.1. Release 12.0.2 (RUP2) 7.3.1.1. View All Compensation Detail Reports without Changing Responsibilities 7.3.1.2. Provide Responsibility-Based Plan Access to Administrators 7.3.1.3. Reduce Post Processing Time between Multiple Business Organizations
24
24 24 24 24
iv
7.3.1.4.
Perform Dynamic Calculations in Multiple Columns
25
7.4.
Oracle HRMS for Australia

7.4.1. Release 12.0.3 (RUP3) 7.4.1.1. Nominate Employee Termination Payments (ETP) as Transitional or Non-Transitional Life Benefit Payments 7.4.1.2. Comply with Statutory Updates for EOY 2007 7.4.1.3. Override the Eligibility Set on the Element to Pay the Long Service Leave Amount 7.4.2. Release 12.0.4 (RUP4) 7.4.2.1. Multiple ETP Payment Summary 7.4.3. Release 12.0.5 (RUP5) 7.4.3.1. Pay Multiple Employment Termination Payments (ETP) and Generate Separate ETP Payment Summaries 7.4.3.2. Display Multiple ETPs on Termination Report 7.4.3.3. Use the Changed ETP Payment Summary Layout 2007 7.4.3.4. Report Employees Tax File Number (TFN) to Super Fund 7.4.3.5. Calculate Extra Withholding Amounts for Advance Payments 7.4.3.6. Deduct Retro Pretax Amounts from Retro Earnings 7.4.4. Release 12.0.7 (RUP7) 7.4.4.1. Calculate Payroll Using the Updated Payroll Tax Rates 7.4.4.2. Report Allowances Using Balance Attributes
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25 25 25 26 26 26 26 26 26 27 27 27 27 27 27 27
7.5.
Oracle HRMS for Belgium

7.5.1. Release 12.0.7 (RUP7) 7.5.1.1. Enter NI for Employees Whose Nationality is Not Belgian or Country of Birth is Not Belgium
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28 28
7.6.
Oracle HRMS for Canada

7.6.1. Release 12.0.7 (RUP7) 7.6.1.1. Comply with Canadian Cheque Specification Changes
28
28 28
7.7.
Oracle HRMS for China

7.7.1. Release 12.0.3 (RUP3) 7.7.1.1. Specify Tax and Social Insurance Contribution Area Codes Using a Maximum of 3 Characters 7.7.2. Release 12.0.5 (RUP5) 7.7.2.1. Count the Year of Service for Calculating Severance Payments 7.7.2.2. Display Employee Numbers Greater Than Five Characters Using Direct Deposit 7.7.2.3. Represent Tax Areas and Social Insurance Contribution Area Codes Using a Maximum of Three Characters 7.7.2.4. Use New Tax Exempt Amount to Meet Statutory Requirements 7.7.2.5. Calculate the Average Monthly Working Days Using New Value 7.7.3. Release 12.0.7 (RUP7) 7.7.3.1. Make Pre-Tax Non-Statutory Deductions Prior to IIT Calculations
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28 28 28 28 29 29 29 29 29 29
7.8.
Oracle HRMS for Denmark

7.8.1. Release 12.0.3 (RUP3) 7.8.1.1. Record Maternity/Adoption Absences 7.8.1.2. Select Holiday Accrual during Maternity/Adoption Leave 7.8.1.3. Record and Use the Public Holiday Accrual and Payment Rates 7.8.1.4. Process Multiple Pension Payments for Employees Based on 2006 Legislative Changes 7.8.1.5. Use the Notional Pay Classification for Deduction Elements Not Payable to the Employee 7.8.1.6. Use the Enhanced Absence Maternity Element to Process Part Time Maternity Absences 7.8.1.7. Use the Modified Company Car Benefits in Kind functionality 7.8.1.8. Create Lunar Period Payrolls 7.8.1.9. Print Batch Payslips 7.8.1.10. Process Payments for Employees Based on 2007 Legislative Changes 7.8.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls 7.8.1.12. Use the Balance Initialization Process 7.8.1.13. Use RetroPay Functionality to Pay Backdated Amounts to Employees 7.8.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation 7.8.2. Release 12.0.4 (RUP4) 7.8.2.1. Support the Payment Electronic File Format Changes
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30 30 30 30 30 30 30 31 31 31 31 31 31 31 31 32 32
7.8.3. Release 12.0.7 (RUP7) 7.8.3.1. Use Holiday Pay Changes 7.8.3.2. Use Updated Danish Tax Card Upload Process 7.8.3.3. Comply with Statutory Changes for 2009
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7.9.
Oracle HRMS for Finland

7.9.1. Release 12.0.3 (RUP3) 7.9.1.1. Use the New Pension Insurance Type to Generate Pension Payments and Reports 7.9.1.2. Generate the Statutory Payroll Reports 7.9.1.3. Calculate and Report the Subsidy for Low-paid Employees 7.9.1.4. Process Payments for Employees Based on 2007 Legislative Changes 7.9.1.5. Use the Balance Initialization Process 7.9.2. Release 12.0.7 (RUP7) 7.9.2.1. Use EOY0809 Legislative Changes for Payroll Tax Year 2009 7.9.2.2. Use EOY0809 Legislative Changes for Payroll Tax Year 2008
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32 32 32 33 33 33 33 33 33
7.10.
Oracle HRMS for France

7.10.1. Release 12.0.7 (RUP7) 7.10.1.1. Use New Training Reports
34
34 34
7.11.
Oracle HRMS for Hong Kong

7.11.1. Release 12.0.3 (RUP3) 7.11.1.1. Specify the Format for Your Statement of Earnings 7.11.2. Release 12.0.4 (RUP4) 7.11.2.1. Calculate Proportionate Earnings during Changes in a Payroll Period
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34 34 34 34
7.12.
Oracle HRMS for India

7.12.1. Release 12.0.3 (RUP3) 7.12.1.1. Statutory Change to Exempt Employees from Paying Employee ESI Contribution 7.12.2. Release 12.0.5 (RUP5) 7.12.2.1. Rehire Employees Before their Final Close Date 7.12.2.2. Generate and Print Provident Fund Monthly Report and e-files 7.12.2.3. Comply with Statutory Updates for 2007 7.12.3. Release 12.0.7 (RUP7) 7.12.3.1. Calculate Taxable Part on Fringe Benefit for Super Annuation Fund Payments 7.12.3.2. Use the latest PF/ESI Wage Ceiling for Disabled Employees 7.12.3.3. Use the Latest Professional Tax Slab Rates for Karnataka
35
35 35 35 35 35 35 36 36 36 36
7.13.
Oracle HRMS for Ireland

7.13.1. Release 12.0.3 (RUP3) 7.13.1.1. Run the Tax Credit Upload Process to Validate Accurate Revenue File Checking 7.13.2. Release 12.0.5 (RUP5) 7.13.2.1. Comply with Recent Statutory Updates 7.13.3. Release 12.0.7 (RUP7) 7.13.3.1. Use the New IE Cessation Report 7.13.3.2. Comply With Recent Statutory Updates
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37 37 37 37 38 38 38
7.14.
Oracle HRMS for Italy

7.14.1. Release 12.0.7 (RUP7) 7.14.1.1. Use the Renamed Family Name Field
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39 39
7.15.
Oracle HRMS for Japan
39
7.15.1. Release 12.0.3 (RUP3) 39 7.15.1.1. Print Employee Number on Published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner 39 7.15.1.2. Calculate and Archive Accident Insurance Information 39 7.15.2. Release 12.0.4 (RUP4) 39 7.15.2.1. Statutory Changes for 2007 39 7.15.3. Release 12.0.7 (RUP7) 40 7.15.3.1. Display Target Year Within Salary Payment Report 40 7.15.3.2. Support for Transfer with Zengin Format 40
vi
7.16.
Oracle HRMS for Korea

7.16.1. Release 12.0.3 (RUP3) 7.16.1.1. Meet the Statutory Updates for the YEA Tax Receipt for 2007 7.16.2. Release 12.0.4 (RUP4) 7.16.2.1. Comply with Statutory Changes for 2007 7.16.3. Release 12.0.5 (RUP5) 7.16.3.1. Comply with the Updated Layout for Year End Adjustment Ledger Report and the RTF Template 7.16.3.2. Display Non-Taxable Earnings in Non-Statutory and Statutory Separation Pay Tax Receipt 7.16.3.3. Use the Updated Exemption Rate for Investment Partnership 7.16.3.4. Calculate the Tax Break Amount Using the New Value 7.16.3.5. Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions 7.16.3.6. Record Donation Receipt Number for Easy Identification 7.16.3.7. Exclude Double Exemption for Medical Expenses 7.16.3.8. Comply with the YEA Reclaim Sheet Layout Changes 7.16.3.9. Comply with the Latest Statutory Changes for 2008 7.16.3.10. Use the Updated Health Insurance and National Pension Premium Rates 7.16.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted Child 7.16.3.12. Use the Updated Foreign Worker Income Exemption Rates 7.16.3.13. Record Both Summary and Details for Medical Expenses 7.16.4. Release 12.0.7 (RUP7) 7.16.4.1. Maintain Detailed Donation Information for Dependents 7.16.4.2. Comply with the Latest Detailed Medical Information Updates 7.16.4.3. Record Type B Tax Group Information 7.16.4.4. Comply with the 2008 Layout Updates for KR Year End Adjustment Tax Receipt 7.16.4.5. Use the Latest Layout for YEA Ledger Report 7.16.4.6. Comply with the YEA Reclaim Sheet Changes 7.16.4.7. Comply with Statutory Updates for 2008 7.16.4.8. Record Additional Children Exemption for Dependents 7.16.4.9. Display Double Exemption for Medical Expense 7.16.4.10. Display Detailed Donation Information in the e-File 7.16.4.11. Use the Updated Statutory and Non-Statutory Separation Pay E-Files
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40 40 41 41 41 41 41 41 41 42 42 42 42 42 42 43 43 43 43 43 44 44 44 44 45 45 45 45 45 46
7.17.
Oracle HRMS for Kuwait

7.17.1. Release 12.0.3 (RUP3) 7.17.1.1. Produce Report 166 for the PIFSS Based on Revised Rates 7.17.2. Release 12.0.7 (RUP7) 7.17.2.1. Use the Payroll Exception Report
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7.18.
Oracle HRMS for Mexico

7.18.1. Release 12.0.3 (RUP3) 7.18.1.1. Manage Social Security Information through Integrated Archiver 7.18.1.2. Successfully Create and Save GRE Organizations 7.18.1.3. Implement and Archive Change of GRE for Employees 7.18.1.4. Specify Names of Over 15 Characters as Timecard Approvers 7.18.1.5. Specify Legal Employer when Running the DIM Report 7.18.1.6. Run QuickPay with IDW Elements in Spanish Instances 7.18.1.7. View IDSE File Content More Easily 7.18.1.8. Access State Tax Rules DFF without Errors 7.18.1.9. Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors 7.18.2. Release 12.0.4 (RUP4) 7.18.2.1. North American 2007 Reporting Enhancements and Statutory Updates 7.18.3. Release 12.0.5 (RUP5) 7.18.3.1. Comply with Employer State Tax Changes 7.18.3.2. Comply with ISR Tax Changes 7.18.4. Release 12.0.7 (RUP7) 7.18.4.1. Use the ISR Periodic Tax Adjustments 7.18.4.2. Use the New BI Publisher Report "ISR Subsidy For Emp Paid"
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7.19.
Oracle HRMS for Netherlands

7.19.1. Release 12.0.3 (RUP3)
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48
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7.19.1.1. Make the Civilian Service Number Optional (Previously the SOFI Number) 7.19.1.2. Use New Dutch First Day Notification Report 7.19.1.3. Group Multiple Assignments by Employer 7.19.1.4. Use New Profile Options 7.19.1.5. Support Refund of ZVW Contributions to Employees 7.19.1.6. Include Latest Assignment Details in the Dutch ATS Reports 7.19.1.7. Use Enhanced Life Saving Scheme Features 7.19.1.8. Use Updated Reports to Support Legislative Changes 7.19.1.9. Use New Wage Subsidies for Payroll Processing 7.19.1.10. Support for Late Hire Processing in Payroll 7.19.1.11. Use the New Adjustment Component to Carry Forward Earnings 7.19.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes 7.19.1.13. Use the Modified Dutch Annual Tax Statement Report 7.19.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element 7.19.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 7.19.1.16. Configure Precision of Maximum Salary Type 7.19.2. Release 12.0.4 (RUP4) 7.19.2.1. Year End Report 7.19.3. Release 12.0.7 (RUP7) 7.19.3.1. Use Updated Wage Reports for 2009 7.19.3.2. Use New Tax Code 950 7.19.3.3. Use Labor Handicap Discount/Old Age Discount Changes 7.19.3.4. Use Tax table Changes for 2009 7.19.3.5. Use Updated Dutch Wage Report 7.19.3.6. Use ZVW Changes 7.19.3.7. Use the Updated Addressing Female Employee Field in the Person Window
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7.20.
Oracle HRMS for New Zealand

7.20.1. Release 12.0.3 (RUP3) 7.20.1.1. Contribute and Report the KiwiSaver Deductions to Inland Revenue 7.20.2. Release 12.0.7 (RUP7) 7.20.2.1. Comply with Latest Statutory Updates for October 2008 7.20.2.2. Use Enhanced Retropay to Calculate Back-dated KiwiSaver Contributions 7.20.2.3. Comply with the Latest Statutory Updates from April 2009
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7.21.
Oracle HRMS for Norway

7.21.1. Release 12.0.3 (RUP3) 7.21.1.1. Use the Documents of Record Functionality to Store Document Information 7.21.1.2. Use the Modified NUS-2000 Code for the Employees Qualification Type 7.21.1.3. Process Holiday Pay for Your Employees 7.21.1.4. Process All Absence Categories to Administer Absence Pay Effectively 7.21.1.5. Generate Sickness Leave and Absence Statistics Report 7.21.1.6. Calculate the Impact of Reimbursements of Absence and Holiday Pay on Employer Contribution 7.21.1.7. Use the Self-Service Tax Card Interface to Enter Tax Card Details 7.21.1.8. Generate Online Payslip 7.21.1.9. Stay informed with New Payroll Reports 7.21.1.10. Process Payments for Employees Based on 2006 Taxation Changes 7.21.1.11. Process Payments for Employees Based on 2006 Legislative Changes 7.21.1.12. Support Recent Legislative Changes 7.21.1.13. Use Advance Pay to Pay Employees in Advance 7.21.1.14. Use RetroPay Functionality to Pay Backdated Amounts to Employees 7.21.1.15. Print Batch Payslips 7.21.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values 7.21.1.17. Implement Mandatory Occupational Pension Scheme 7.21.1.18. Use the Balance Initialization Process 7.21.1.19. Improve the Performance of Oracle Payroll Processing 7.21.2. Release 12.0.7 (RUP7) 7.21.2.1. Comply with Legislative Changes for 2007/2008 7.21.2.2. Comply with EOY0708 Legislative Changes effective from 2008
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54 54 54 54 54 54 54 55 55 55 55 55 56 56 56 56 56 57 57 57 58 58 58
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7.22.
Oracle HRMS for Saudi Arabia

7.22.1. Release 12.0.7 (RUP7) 7.22.1.1. Use the Payroll Exception Report
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59 59
7.23.
Oracle HRMS for Singapore

7.23.1. Release 12.0.3 (RUP3) 7.23.1.1. Use Revised Foreign Workers Levy Rates and New Permit Categories 7.23.1.2. Comply with New Regulations of the Central Provident Fund 7.23.2. Release 12.0.7 (RUP7) 7.23.2.1. Comply with the Latest SDL Updates 7.23.2.2. Use the Updated IRASLine Format 7.23.2.3. Submit the CPF Line Report/Magtape Using the New CPF Submission Number 7.23.2.4. Use the Latest Rates for Mosque and Mendaki Fund Contributions
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59 59 59 59 59 59 60 60
7.24.
Oracle HRMS for South Africa

7.24.1. Release 12.0.3 (RUP3) 7.24.1.1. Generate and Submit Workplace Skills Plan Reports 7.24.2. Release 12.0.4 (RUP4) 7.24.2.1. UIF Annual Limit 7.24.3. Release 12.0.5 (RUP5) 7.24.3.1. Comply with Statutory Updates for End of Year (EOY) 2008 7.24.4. Release 12.0.7 (RUP7) 7.24.4.1. Use the Updated Official Interest Rate (effective September 2008) 7.24.4.2. Use the Updated Official Interest Rate (effective March 2009) 7.24.4.3. Use Tax Year End 2009 Changes 7.24.4.4. Use Budget Speech Changes from 01-Mar-2009
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60 60 60 60 61 61 61 61 61 61 61
7.25.
Oracle HRMS for Spain

7.25.1. Release 12.0.7 (RUP7) 7.25.1.1. Use the Updated NIE Format 7.25.1.2. Share CAC Numbers at New Levels
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61 61 61
7.26.
Oracle HRMS for Sweden

7.26.1. Release 12.0.3 (RUP3) 7.26.1.1. Process Holiday Pay for Your Employees 7.26.1.2. Use the Balance Initialization Process 7.26.1.3. Process Sickness Pay for Your Employees 7.26.1.4. Generate Online Payslip 7.26.1.5. Use the Tax Card User Interface to Enter Tax Card Details 7.26.1.6. Manage End of Year Changes for 2006 7.26.1.7. Generate Payroll Reports for Statutory Compliance 7.26.2. Release 12.0.5 (RUP5) 7.26.2.1. Generate and Submit ALECTA Report 7.26.2.2. Print Batch Payslips 7.26.3. Release 12.0.7 (RUP7) 7.26.3.1. Use Updated Tax Tables and Tax Declaration Report 7.26.3.2. Use Updated Income Statement Reports and KU Reports (End of Year Changes 2009)
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62 62 62 62 62 62 62 63 63 63 63 63 63 63
7.27.
Oracle HRMS for United Arab Emirates

7.27.1. Release 12.0.7 (RUP7) 7.27.1.1. Use the Payroll Exception Report
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64 64
7.28.
Oracle HRMS for United Kingdom

7.28.1. Release 12.0.3 (RUP3) 7.28.1.1. No Longer Need to Specify the National Identifier When Hiring Employees in SSHR 7.28.1.2. Calculate Accurate Average Earnings for Employees with Multiple Assignments 7.28.1.3. Generate Accurate Payroll Calculations Subsequent to Performing a Reverse Payroll Run 7.28.1.4. Display Accurate Details in the Payroll Summary Report 7.28.1.5. Accurately Employ Adjustments Against Court Order Elements 7.28.1.6. Specify Average Earning Amounts for Maternity Pay 7.28.1.7. Display the Correct Week in the Pay Advice Report
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64 64 64 64 64 65 65 65
ix
7.28.1.8. Use the Date Worked Payment Method to Pay Non-Recurring Claims 7.28.2. Release 12.0.5 (RUP5) 7.28.2.1. Use the New NUVOS Pension Scheme to Comply with Recent Statutory Updates 7.28.2.2. Use the New Local Government Pension Scheme (LGPS) to Comply with Statutory Changes 7.28.2.3. Comply with Statutory Changes to P46 Car EDI 7.28.2.4. Comply with Statutory Updates to P14 EDI 7.28.2.5. Comply with Pre-Budget Statutory Updates 7.28.2.6. Comply with Start of Year Statutory Updates 7.28.2.7. Comply with NI Rollup Statutory Updates 7.28.2.8. Comply with Statutory Updates to In Year Filing Reports 7.28.3. Release 12.0.7 (RUP7) 7.28.3.1. Comply with Recent Statutory Changes
65 65 65 65 65 66 66 66 66 66 67 67
7.29.
Oracle HRMS for United States

7.29.1. Release 12.0.4 (RUP4) 7.29.1.1. Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5, and IPEDS Reports 7.29.1.2. Obtain VETS-100 Reports Based on the Previous Year 7.29.1.3. Statutory Changes to EEO-1 Paper and Magnetic Reports 7.29.1.4. Control Resident Wage Accumulation and Tax Calculation 7.29.1.5. Use Open Plan Solution Formats for TIAA-CREF Files 7.29.1.6. Capture Make-up Amounts for Roth Contributions on W-2s 7.29.1.7. Identify Initial and Subsequent Corrections on W-2Cs 7.29.1.8. Submit the Florida State Quarterly Wage Listings File in XML Format 7.29.2. Release 12.0.5 (RUP5) 7.29.2.1. Comply with State of Maryland - W-2 Magnetic Media Updates 7.29.2.2. Comply with Social Security Administration Changes 7.29.2.3. Comply with JIT and School District Updates 7.29.3. Release 12.0.7 (RUP7) 7.29.3.1. Correctly Print Multiple Child Support Attachment Numbers and Amounts on Third Party Checks and Third Party NACHA Output 7.29.3.2. Override Garnishment Minimum Wage Rules and Factors to Comply with non-Standard Involuntary Deduction Requirements 7.29.3.3. Create Custom BI Publisher Templates for Payroll 7.29.3.4. Use New Retro Overlap Functionality
69
69 69 69 69 69 70 70 70 70 71 71 71 71 71 71 71 71 71
7.30.
Oracle iRecruitment
7.30.1. Release 12.0.3 7.30.1.1. Automatically Enroll New Hires into Compensation Plans Included in their Jobs Offers 7.30.2. Release 12.0.7 (RUP7) 7.30.2.1. Use the Changed Vacancy Status Field When Creating or Updating Vacancies 7.30.2.2. Reconsider Terminated Applications 7.30.2.3. View Annualized Salary Details When Creating or Updating Offers 7.30.2.4. Warn Managers Or Display an Error Message if an Active Offer Exists During Offer Extension 7.30.2.5. View Offer Status and Offer Last Update Date for Applicants 7.30.2.6. View Offer Approval History 7.30.2.7. Search for Closed Offers 7.30.2.8. Withdraw Offers
72
72 72 72 72 72 72 73 73 73 73 74
7.31.
Oracle Labor Distribution

7.31.1. Release 12.0.3 (RUP3) 7.31.1.1. Use Employee Work Schedules to Distribute and Encumber Labor Costs 7.31.1.2. Set Up Clearing Accounts for Multiple Payrolls 7.31.1.3. Process Payroll Reversals, Balance Adjustments, and Retroactive Payments More Easily 7.31.1.4. Specify Accounting Dates When Transferring Distribution Lines to Oracle General Ledger, Oracle Projects, and Oracle Grants Accounting 7.31.1.5. Use Parameter Sets to Run Scheduling and Distribution Reports More Easily 7.31.2. Release 12.0.5 (RUP5) 7.31.2.1. Rollback Create Distribution Lines Process for All Periods by Providing the Highest Time Period Name 7.31.2.2. Use New Predefined Salary Cap Rates
74
74 74 74 75 75 75 75 75 75
7.31.2.3. Control the Behavior of the Import Process
75
7.32.
Oracle Learning Management

7.32.1. Release 12.0.2 (RUP2) 7.32.1.1. Check Duplicate Contacts for External Learners 7.32.2. Release 12.0.5 (RUP5) 7.32.2.1. Use Keywords to Search for Courses in OLM
76
76 76 76 76
7.33.
Oracle Performance Management
76
7.33.1. Release 12.0.7 (RUP7) 76 7.33.1.1. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives 76 7.33.1.2. Create Appraisals For New Joinees And Transfers-In Whose Employment Start Date Is Later Than the Appraisal Task Start Date 76 7.33.1.3. View the Status of Scorecards and Appraisals of Workers Who are no Longer Part of Published Plan Population 77 7.33.1.4. Provide Complete % Value Either More than or Less than 100 for Objectives 77 7.33.1.5. Update Description Details of Objectives Created by Employees 77 7.33.1.6. Add Jobs and Job Competency Requirements During An Appraisal Period 77
7.34.
Oracle Self-Service Human Resources

7.34.1. Release 12.0.2 (RUP2) 7.34.1.1. Allow Transition Initiator to Delete Pending for Approval Transactions 7.34.1.2. Self-Service Change Pay Rate Functionality 7.34.2. Release 12.0.7 (RUP7) 7.34.2.1. View Accrual Balances for Employees Across Business Groups 7.34.2.2. Avoid Errors When Routing Approvals in Oracle SSHR
78
78 78 78 79 79 79
7.35.
Oracle Talent Management

7.35.1. Release 12.0.4 (RUP4) 7.35.1.1. Manage Offline Appraisals 7.35.1.2. Web ADI Support for Succession Planning Data Update
80
80 80 80
7.36.
Oracle Time and Labor

7.36.1. Release 12.0.2 (RUP2) 7.36.1.1. Automatic Days-to-Hours Conversion 7.36.1.2. Mixed Format Entries 7.36.2. Release 12.0.7 (RUP7) 7.36.2.1. Use the Multi-Threaded Archive and Restore Process
80
80 80 81 81 81
7.37.
Oracle US Federal Human Resources

7.37.1. Releases 12.0.5 (RUP5) 7.37.1.1. Process Pay for Employees Based on the Title 38 Public Law 7.37.1.2. Use Multiple Legal Authority Descriptions When Processing AFHR Employees 7.37.2. Release 12.0.7 (RUP7) 7.37.2.1. Comply with Inspector General Pay Reform Implementation 7.37.2.2. Use the New Regions Available in the Self Service Pages
81
81 81 81 82 82 82
8.
8.1.
New and Changed Features in Logistics

Oracle Warehouse Management
8.1.1. Release 12.0.6 (RUP6) 8.1.1.1. API to enable LPN Reuse 8.1.1.2. Over-allocation Support for Pick Release 8.1.1.3. Transacting Reserved LPNs
83
83
83 83 83 83
9.
9.1.
New and Changed Features in Manufacturing

Oracle Discrete Manufacturing
9.1.1. Release 12.0.4 (RUP4) 9.1.1.1. Iterative Periodic Average Costing (IPAC) for Brazil
84
84
84 84
9.2.
Oracle Process Manufacturing

9.2.1. Release 12.0.2 (RUP2)
84
84
xi
9.2.1.1. Manufacturing Execution System Enhancements 9.2.2. Release 12.0.3 (RUP3) 9.2.2.1. OPM Process Execution: Lot UOM Conversion Batch Update 9.2.2.2. OPM Financials: Detailed Subsidiary Ledger Report 9.2.2.3. OPM Financials: Non-Recoverable Taxes Support in Actual Costing 9.2.2.4. OPM Financials: Reconciliation Enhancements in Actual Costing 9.2.3. Release 12.0.6 (RUP6) 9.2.3.1. OPM Process Execution and OPM Product Development: Fixed Process Loss 9.2.3.2. OPM Process Execution and OPM Product Development: DFF for Step Material Associations 9.2.3.3. OPM Process Execution: LPN Support in OPM Desktop Forms 9.2.3.4. OPM Regulatory Management: European Regulatory Compliance
84 85 85 85 85 85 86 86 86 86 87
10.
10.1.
New and Changed Features in Marketing and Sales

Oracle Quoting
10.1.1. Release 12.0.6 (RUP6) 10.1.1.1. Deal Management Integration
88
88
88 88
10.2.
Oracle Sales
10.2.1. Release 12.0.3 (RUP3) 10.2.1.1. Item Update 10.2.1.2. CAC Notes Region Uptake 10.2.1.3. Address Location Sharing between Organization and Contact 10.2.2. Release 12.0.6 (RUP6) 10.2.2.1. Sales Representative Dashboard Enhancements
88
88 88 88 89 89 89
10.3.
Oracle Sales for Handhelds

10.3.1. Release 12.0.6 (RUP6) 10.3.1.1. Outlook 2007 Certification
89
89 89
10.4.
Oracle Sales Contracts

10.4.1. Release 12.0.2 (RUP2) 10.4.1.1. User-Defined Variables with PL/SQL Procedures as Source
90
90 90
11.
11.1.
New and Changed Features in Order Management

Oracle Order Management
11.1.1. Release 12.0.2 (RUP2) 11.1.1.1. Integration between Oracle Order Management (including Oracle Shipping Execution) and Oracle Transportation Management
91
91
91 91
12.
12.1.
New and Changed Features in Procurement

Oracle iSupplier Portal
12.1.1. Release 12.0.3 (RUP3) 12.1.1.1. Forward Port of JFMIP/FSIO from 11.5.10 to R12 for Federal Customers
92
92
92 92
12.2.
Oracle Procurement Contracts

12.2.1. Release 12.0.2 (RUP2) 12.2.1.1. User-Defined Variables with PL/SQL Procedures as Source
93
93 93
12.3.
Oracle Purchasing
12.3.1. Release 12.0.2 (RUP2) 12.3.1.1. Integration between Oracle Purchasing and Oracle Transportation Management 12.3.1.2. iSetup APIs
93
93 93 94
13.
13.1.
New and Changed Features in Projects

Oracle Grants Accounting
13.1.1. Release 12.0.6 (RUP6) 13.1.1.1. Marking Encumbrance Items for Burden Recalculation
95
95
95 95
13.2.
Oracle Project Resource Management

13.2.1. Release 12.0.3 (RUP3)
95
95
xii
13.2.1.1. Viewing At-Completion Amounts 13.2.1.2. Choosing Displayed Currency 13.2.1.3. Reporting Plan Type Data in Context
95 95 95
14.
14.1.
New and Changed Features in Service

Depot Repair
14.1.1. Release 12.0.2 (RUP2) 14.1.1.1. Pricing Formula Support 14.1.2. Release 12.0.4 (RUP4) 14.1.2.1. Display Service Request DFF on Depot Repair Workbench
96
96
96 96 96 96
14.2.
Oracle Field Service

14.2.1. Release 12.0.3 (RUP3) 14.2.1.1. Google Maps Integration
96
96 96
14.3.
Oracle Mobile Field Service

14.3.1. Release 12.0.3 (RUP3) 14.3.1.1. Scheduled Task Notification
97
97 97
14.4.
Oracle Service Contracts

14.4.1. Release 12.0.2 (RUP2) 14.4.1.1. Mass Update Functionality
97
97 97
14.5.
Oracle Teleservice
14.5.1. Release 12.0.6 (RUP6) 14.5.1.1. User Hook for Charges Pricing API
97
97 97
15.
15.1.
New and Changed Features in Supply Chain Planning

Oracle Advanced Supply Chain Planning
15.1.1. Release 12.0.3 (RUP3) 15.1.1.1. Strategic Network Optimization - Integration to EBS R12 15.1.1.2. Production Scheduling - Integration to EBS R12
98
98
98 98 98
15.2.
Oracle Demantra Demand Management

15.2.1. Release 12.0.4 (RUP4) 15.2.1.1. Demand Management and Real-Time Sales and Operations Planning Integration
98
98 98
16.
16.1.
New and Changed Features for Aerospace, Defense, and Transportation

Oracle Complex Maintenance, Repair, & Overhaul (CMRO)
16.1.1. Release 12.0.3 (RUP3) 16.1.1.1. Item Number and Serial Number Change 16.1.2. Release 12.0.4 (RUP4) 16.1.2.1. Associate Access Panels to Routes and Operations 16.1.2.2. Search Unit Maintenance Plan based on Visit and Department 16.1.2.3. Add Planned End Date to Visit Search Results 16.1.2.4. Add Item Description to Material Requirement Search Results 16.1.2.5. Add Unit and Serial Number to Workorder Search Results 16.1.2.6. Add Maintenance Requirements to a Non-Routine on the Shopfloor 16.1.2.7. Ability to Perform a Maintenance Requirement Multiple Times in a Visit 16.1.2.8. Option to Automate the Parts Return Process 16.1.2.9. Option to Create a Non-Routine Workorder When Removing a Part from Unit Configuration 16.1.2.10. Access to Cancel Workorder Functionality Optionally Restricted to Super Users 16.1.2.11. Public API for Issuing and Returning Material to a Workorder 16.1.2.12. Visit Link within the Unit Maintenance Plan Search Results
99
99
99 99 99 99 99 99 100 100 100 100 100 101 101 101 101
17.
17.1.
New and Changed Features for Public Sector/University

17.1.1. Release 12.0.6 (RUP6) 17.1.1.1. Marking Encumbrance Items for Burden Recalculation
102
102
102 102
xiii
1.
Disclaimer
This Release Content Document (RCD) describes product features that are proposed for the specified release of the Oracle E-Business Suite. This document describes new or changed functionality only. Existing functionality from prior releases is not described. It is intended solely to help you assess the business benefits of upgrading to the specified release of the Oracle E-Business Suite. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
Purpose of Document
2.
Introduction
2.1. Purpose of Document
The Suite-wide Release Content Document (RCD) communicates information about new or changed functionality introduced in Release Update Packs (RUP) of the Oracle EBusiness Suite Release 12 (R12). Existing functionality in R12 or prior releases is not described in this document. However, content introduced in previous R12 RUP releases has been included in this document and denoted accordingly. For a complete overview of all new functionality in included in R12 and subsequent Release Update Packs, this document should be read in conjunction with the base product RCD published with Release 12.0.0. The base product RCDs can be found on MetaLink: Release Content Documents for E-Business Suite R12, MetaLink Note 404152.1.
2.2.
Release Overview
The Release Update Pack (RUP) improves and streamlines the update and maintenance processes, offering a "one-patch" update solution to customers. The RUP combines patches across the E-Business Suite into a single, thoroughly tested, high-quality patch to deliver system updates made available after the initial release of 12.0. The updates are predominantly error corrections and statutory/regulatory updates. For certain products, enhancements to selected functionality may also be included.
2.3.
Reference Documents
Name Release Content Documents for E-Business Suite R12 Location MetaLink Note 404152.1 Completion Date January 8, 2007
Purpose of Document
3.
New and Changed Features in Applications Technology

3.1. Oracle Application Object Library
3.1.1. Release 12.0.3 (RUP3)
3.1.1.1. Custom Directory Information Tree (DIT)
Support Realm configuration in OID for createBase, searchBase, and commonNameAttribute. CreateBase is where an OID user for EBIZ will be created. SearchBase is which OID node to start search with. CommonNameAttribute is what attribute to be used for cn for example, cn=xxxx or uix=xxxx.
3.2.
Oracle Applications Framework

3.2.1. Release 12.0.3 (RUP3)
3.2.1.1. Expose HGrids Record Set Size for Administrator Personalization
HGrids now expose Record Set Size property at each individual node for administrator personalization. Administrators at the customer site can set different Record Set Size values at different HGrid nodes to show different number of records/rows per node. This ensures that even when Expand All option is used not all the rows are shown at the same time, improving user response time.
3.2.2.
Release 12.0.6 (RUP6)

3.2.2.1. Record History
Record history is now available for Oracle Application Framework based pages. Record history allows a user to see data about a particular record, such as who created the record and when, and who most recently updated the record and when. 3.2.2.2. Reference Fields
Reference fields are now available for Oracle Application Framework based applications. A reference field is a web bean which participates in evaluating one or more properties of a flexfield, such as default segment value, value set, and context reference field for descriptive flexfields. Whenever the value in the reference web bean changes, the page is refreshed with changes to the corresponding flexfield properties.
Oracle Application Object Library
3.3.

3.3.1. Release 12.0.2 (RUP2)
3.3.1.1. Change Base Language Script
E-Business Suite includes single-language tables that must be updated when changing an existing Installed language to be the Base language of the application system. The Change Base Language script, adchgbase.pl, is a new utility being delivered in RUP2 that will update these tables and corresponding seed data to the new base language. This utility is not required when installing a new language as the Base language. Use Oracle License Manager to change an existing Installed language to be the Base language. Run the Perl script adchgbase.pl; this script will generate a patch driver, u_ChangeBase.drv, based on seed data in your environment. Apply the driver to your application system using Autopatch. Review log files for any issues.
3.4.
Oracle Applications Technology Stack

3.4.1. Release 12.0.2 (RUP2)
3.4.1.1. New Technology Inventory Report
This new Technology Inventory Report delivers standardized accurate version information about the Applications Technology Stack. When an E-Business Suite administrator wants to obtain the version of technology that is installed, he will run this report as a command line utility. This is an administrative feature; there is no impact to customer implementation, business process, or user experience. 3.4.1.2. OC4J Load Balancing
This new feature leverages Oracle Application Server 10gs native ability to load balance so that customers no longer need to purchase third-party hardware in order to support multiple middle tiers. Please see Oracle MetaLink Note 380489.1 for more details. This is an administrative/technical configuration feature; there is no direct impact to customer implementation, business process, or user experience.
3.4.2.

3.4.2.1. AutoConfig Performance Enhancements
AutoConfig has been enhanced to improve its performance. Other enhancements include an option to run in a Profiler mode, parallelization across different Oracle E-Business Suite nodes, database configuration reporting for the Check Config utility, support for Oracle Database 11g, and Access Control List support.
3.5.

3.5.1. Release 12.0.3 (RUP3)
3.5.1.1. Diagnostics Execution Engine and User Interface Enhancements
Diagnostics execution engine will be enhanced to support long running tests as well as tests that generate huge volume reports. The user interface will be enhanced to support long running test execution and monitoring.
3.5.2.

3.5.2.1. New and Revised Diagnostic Tests
The products listed below have new and/or revised diagnostic tests delivered in this release. A list of delivered product tests with links to test details can be found in the EBusiness Suite Diagnostics Test Catalog for 12.0.4 Release Update Pack (RUP4) (MetaLink Note 469721.1). Advanced Benefits (BEN) Advanced Product Catalog (EGO) Application Object Library (FND) Applications DBA (AD) Assets (FA) Balanced Scorecard (BSC) Bills of Material (BOM) Business Intelligence System (BIS) Cash Management (CE) Collections (IEX) CRM Technical Foundation (JTT) Customer Care (CSC) Document Management and Collaboration (DOM) E-Business Tax (ZX) Engineering (ENG) Enterprise Asset Management (EAM) Field Service (CSF) Financials Common Module (FUN)
General Ledger (GL) Grants Accounting (GMS) Human Resources (PER) Install Base (CSI) Inventory Management (INV) iProcurement (ICX) Item Master (ITM) Marketing (AMS) Order Management (ONT) Partner Management (PV) Payables (AP) Payroll (PAY) Projects (PA) Public Sector Financials International (IGI) Purchasing (PO) Quoting (QOT) Receivables (AR) Release Management (RLM) Sales (ASN) Service (CS) Shipping (WSH) Spares Management (CSP) TeleSales (AST) Time and Labor (HXT) Trade Management (OZ) Trading Community Architecture (HZ) Work in Process (WIP)
For a complete list of diagnostic tests available for E-Business Suite R12, please refer to the E-Business Suite Diagnostics Test Catalog for R12 (MetaLink Note 421245.1).
Oracle E-Business Suite Release Content Document, Release Update Pack 12.0.7 Oracle E-Business Suite Diagnostics 6
3.5.3.

3.5.3.1. Diagnostics Enhancements
Oracle E-Business Suite Diagnostics has been enhanced to offer a new user interface for managing and running your diagnostic tests. This new UI incorporates the User Management security model based on RBAC. In addition, the reporting engine is now integrated with Oracle XML Publisher.
3.6.

3.6.1. Release 12.0.6 (RUP6)
3.6.1.1. Search Modeler
By leveraging Oracle Secure Enterprise Search, Oracle E-Business Suite Secure Enterprise Search provides a centralized full text search capability on Oracle E-Business Suite. To simplify object design and modeling, Oracle E-Business Suite Secure Enterprise Search now supports searching for and displaying searchable objects created through a lightweight browser-based design tool called the Search Modeler. This tool lets data modelers easily create and modify searchable objects without extensive programming skills.
3.7.
Oracle Report Manager

3.7.1. Release 12.0.6 (RUP6)
3.7.1.1. Publishing to Multiple Worksheets
You can now use complex content sets with a combination of Page/Expand and Page/Total display types to publish reports. You can publish these reports to multiple worksheets in Microsoft Excel, or view the entire report data in the report display page using the ALL option in the expansion value list.
3.8.
Oracle XML Gateway

3.8.1. Release 12.0.3 (RUP3)
3.8.1.1. Improved Error Notification from XML Gateway
Notify System Administrator and/or Transaction Administrator For each transaction, users can configure a transaction administrator who will receive error notifications for the transaction (in addition to the system administrator). If required, a transaction administrator can act (reprocess/abort) on the error notification.
Auto re-process erred notification after notification time-out If the system administrator has not taken explicit action on a notification (i.e., abort or reprocess) after the notification timeout period, the XML Gateway engine will automatically re-process the corresponding erred transactions until it reaches the maximum retries limit. The maximum retries limit is a profile option that governs the number of times the engine will automatically re-process after the notification timeout period. Once the 'maximum retries' limit is exceeded, the erred transactions will not be re-processed until the system administrator and/or transaction administrator explicitly opts for re-processing. If an error occurs while re-processing, a notification will be sent to the system administrator and/or transaction administrator.
Oracle XML Gateway
4.
New and Changed Features in Asset Lifecycle Management

4.1. Oracle Install Base
4.1.1. Release 12.0.3 (RUP3)
4.1.1.1. Part or Serial Number Update of Item Instance Used by CMRO
Users can update a part and/or serial number on an item instance that is either on a CMRO work order or has been shipped out of the enterprise. 4.1.1.2. Processing of MACD Order Lines via Concurrent Program instead of SFM
Install Base is providing a complete set of user interfaces, based on the OA framework for all Install Base related administrative and operations functions. MACD (Modify, Add, Create and Delete) is an existing flow which is part of Install base, supports maintaining configurable items which are tangible an intangible in nature used extensively in TELCO industries. The current enhancement is more or an architectural option targeted at improving the performance by bypassing SFM (Services Fulfillment Manager), a message-based processing architecture. Using the new approach, users can bypass SFM and use a concurrent program; this improves the performance for MACD configurations.
Oracle Install Base
5.
New and Changed Features in Business Intelligence and Corporate Performance Management
5.1. Oracle Balanced Scorecard
5.1.1. Release 12.0.3 (RUP3)
5.1.1.1. Enable Trend Icon in Scorecard Views and Strategic Objective Reports
Balanced Scorecard users can now view trend icons, along with the alarm colors on various scorecard views, portlets, and objective reports. Trending allows users to examine whether current performance conditions are improving, stable, or deteriorating by comparing current period data with previous period. Trends prompt early corrective action by objective owners and therefore maintain consistent performance. 5.1.1.2. Five Performance Color Bands
Balanced Scorecard now supports both three and five color bands to measure performance. Additional levels enable accurate performance assessment. This is in compliance with industry and government requirements. A designer can configure the color band, goal type, and the threshold values for each KPI within the Objective. An administrator can modify the definition of performance assessment colors within each band to meet the needs of an organization. 5.1.1.3. Enhanced Scorecard Migration
A performance management administrator can selectively migrate a scorecard and its related components from the source to target instance. New content is appended to the system without affecting the existing content. 5.1.1.4. Multi-Year Display Capability
Users can navigate to a previous year within Strategic Objective reports and view actual and plan data for the previous year. The report behavior, such as alarm colors, trend icons, calculations, comparison, and charting options for the prior year is the same as for the current year. The Objective Designer also enables designers to select the number of periods (months, quarters) to display in a graph. 5.1.1.5. New Simulation Designer
A new Simulation Designer enables users to create simulations using Generated Source KPIs, and attach the simulations to scorecards, dashboards, and portlets. All existing Simulation Trees must be recreated using this new Simulation Designer. Features, such as Filters and Common Dimension that apply to both objectives and simulations, are also available in Scorecard Designer. For administrators, Simulations is now supported in Generate Database, Data Loader and Migration in addition to Objective and Reports.
Oracle Balanced Scorecard
10
5.1.1.6.
Improved Performance Assessment Capabilities
Designers can configure the system to generate performance assessment colors for Strategic Objectives based on one or more key performance indicators (KPIs) using methods like worst, most frequent, weighted average, or default KPI color. These performance assessment colors will display in the Strategic Objective reports for each KPI. All Scorecard Views, specifically Tree View, Detailed View and Scorecard View, can display the color alarm icon for KPIs within an Objective. Designers can hide Alarm Color and Trend for a KPI. Some of the existing VB Architect features are now available in Objective Designer, such as Key Items, Multi Bar Objectives, and Profit and Loss Objectives. Please refer to Metalink Note 457906.1 to obtain the complete list of features that moved to Performance Management Designer. 5.1.1.7. Scorecard-level Logo
The Scorecard Designer now supports company logo at the scorecard level. Designers can customize a scorecard to display any image as a logo, which is different from the system default and the prescribed size limits in the header of scorecard views and objective reports.
5.2.
Oracle Daily Business Intelligence for Financials

5.2.1. Release 12.0.2 (RUP2)
5.2.1.1. Receivables and Collections Management
With the information provided by the Receivables Management and Status Dashboards, managers can easily determine the most pressing items and clarify the day-to-day agenda for their departments. With up-to-date information about customers activities, Receivables and Collections managers can direct their departments to resolving past due accounts before they become a serious problem. The supporting reports provide additional information about delinquent customer enabling collections managers and clerks to identify the most effective collections strategies. DBI for Receivables empowers managers by enabling the analysis of key performance indicators (KPIs) across multiple dimensions, such as time, operating unit, customers, and collectors. The KPIs available out-of-the-box include Days Sales Outstanding, Average Days Delinquent, Open Receivables and Past Due Receivables Amount, and Unapplied Receipts Amount. Managers can evaluate the performance of their organizations and discover systemic processing inefficiencies. In addition they can leverage valuable insight to evaluate the productivity of individual collectors. The increased visibility enables Receivables and Collections managers to reduce the time of operational problems discovery and resolution, and therefore, increase the effectiveness of their departments. It also provides valuable insight into the state of customers receivables payment patterns enabling Credit Managers to formulate Credit Policies that would prevent undesired impact on companies bottom-line. 5.2.1.2. Profit and Loss Analysis
The Profit and Loss Analysis dashboard targets financial analysts and line managers who are responsible for supporting and analyzing revenue and expenditures for particular cost
Oracle E-Business Suite Release Content Document, Release Update Pack 12.0.7 Oracle Daily Business Intelligence for Financials 11
centers (e.g. facilities, operations and shipping) and company entities (e.g. geographic locations) across different ledgers. It focuses on analyzing and managing the large volume of journals posted to General Ledger. Profit and Loss Analysis Dashboard allows financial analysts and managers to dissect revenue, cost of goods sold and operating expenses by company, cost center, accounts, and ledger, allowing the users to thoroughly investigate activity down to the transaction line level. Profit and Loss Analysis differs from the currently available Profit and Loss Dashboard, which focuses on providing executives a broad view by Line of Business or by Manager. Profit and Loss Analysis features company and cost-center based security model. It offers expanded drill capabilities into revenue and expense sources down to General Ledger, Payables, Fixed Assets, Internet Expenses, and Purchase Orders. In addition, a user-defined dimension can be assigned to additional segment in the chart of accounts, providing the users with a finer grain of control. With Profit and Loss Analysis, line managers and analysts are able to investigate and resolve issues concerning operational income and spending and spot anomalies as they occur during the financial period. 5.2.1.3. Company and Cost Center Security Setup with WebADI
Company and Cost Center Security Setup with WebADI is a complementary interface to the current set of pages for managing the security for the dashboards that use the company and cost center dimensions. While the current interface provides a step by step process for adding or editing grants for a single user, the WebADI load interface will allow the administrator to create multiple grants (including overwriting existing grants) at the same time. System administrators who track, maintain, and version a large number of user security setups can now create a separate Excel spreadsheet that holds the master copy of security grants, and copy-and-paste relevant portions into the WebADI template.
5.3.

5.3.1. Release 12.0.3 (RUP3)
5.3.1.1. Enhanced Data Inspector and Fusion Intelligence for Corporate Performance Management
Enterprise Performance Foundation delivers the next generation of features to better support the Profitability Manager, Transfer Pricing, Enterprise Planning and Budgeting and the Financial Consolidation Hub applications. The new features include: Enhanced Data Inspector: Changes to this feature enable you to view data via the enterprise performance foundation, with user friendly codes and names. It also allows for the registration of database views. The registration and use of views allows for easier viewing of data, and simple ad-hoc reporting. Fusion Intelligence for Corporate Performance Management: This includes prebuilt content to report on the results generated within the Enterprise Performance Foundation from the CPM applications. This includes a Performance Management and Financial Consolidation Hub subject area, and
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provides the ability to perform multi-dimensional profitability analysis on unconsolidated and consolidated data.
5.4.

5.4.1. Release 12.0.2 (RUP2)
5.4.1.1. New Fusion Intelligence Applications
Previously, Daily Business Intelligence customers needed additional products for their ad-hoc query and custom reporting needs. With Fusion Intelligence for E-Business Suite, users benefit from Oracles knowledge of business intelligence, security, and applications technologies, receiving a level of integration unparalleled in the industry. Fusion Intelligence for E-Business Suite includes: A unified logical model designed for business users of E-Business Suite Financials, Procurement, Human Resources, Supply Chain, Order Management, and CRM Intelligence modules. Selected dashboard templates for each functional area which include guided analysis paths and prebuilt data mappings. Delivered integration with the E-Business Suite transactional applications including single sign-on, security, Daily Business Intelligence materialized views and base summaries, and Oracle Portal.
5.5.
Oracle Profitability Manager

5.5.1. Release 12.0.3 (RUP3)
5.5.1.1. Enhanced Mapping Wizard
In RUP3, the Mapping Wizard has been enhanced with an updated user interface to greatly simplify the creation of business rules that are used to define how data should be allocated within the enterprise performance foundation schema Additional ease of use improvements include a new feature for mapping rule defaults, a mapping rule preview, and a feature called "Factor Table" which is similar to the table ID feature from version 4.5 of the product. Finally, the concept of a "local condition" has been removed; all local conditions are converted to global conditions with the 12.0.3 upgrade.
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6.
New and Changed Features in Financials

6.1. Oracle Assets
6.1.1. Release 12.0.3 (RUP3)
6.1.1.1. Assets: Japan Depreciable Assets Tax Report
To meet the regional taxation requirements, Japanese companies require the Depreciable Assets Tax reports. The reports summarize the depreciation of Japanese assets in the format mandated by the Japanese taxation law. The reports were enhanced using XML Publisher to provide better layout and to provide more descriptive data including company level information and tax authority level information that were not available in the old report. Additionally, a user interface was developed to capture the Company level and the Tax Authority level information.
6.1.2.

6.1.2.1. Japan 2007 Fixed Assets Tax Changes
In December 2006, the Ministry of Finance for Japan announced that Tax Reforms would be introduced for FY2007. On March 30, 2007 the Tax Reforms details were published outlining new Fixed Asset depreciation rules that would come into effect from April 1, 2007. The purpose of this legislation is to establish a basis for growth for the Japanese economy by fundamentally revising the Fixed Assets depreciation system. The following enhancements in Oracle Fixed Assets are provided to support the tax reform: x New Depreciation Methods and Rates for the Depreciable Assets acquired on or after April 1, 2007 o o x New Rates added to the Straight Line Method 250% Declining Balance Method
Extended Depreciation feature for calculation of Extended Depreciation for eligible assets (Depreciable asset acquired on or before March 31st, 2007 and which have been depreciated up to earlier 95% limit)
Enhanced reporting as required for compliance
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6.2.
Oracle iSetup
6.2.1. Release 12.0.3 (RUP3)
6.2.1.1. iSetup APIs
Product-level iSetup APIs are used by the iSetup application when exporting and importing setup data between E-Business Suite instances. The APIs help ensure that any prerequisites or dependencies required for successful completion of the export/import process are addressed. iSetup APIs are included for the following products: General Ledger Accounts Payable Accounts Receivable Assets Cash Management Credit Management E-Business Tax Legal Entity Public Sector Financials Payments WebExpense
6.3.
Oracle Financials for Asia Pacific

6.3.1. Release 12.0.3 (RUP3)
6.3.1.1. China National Accounting Office (CNAO) Support
The China Accounting Software Data Interface Standard (CNAO) provides a financial data export feature and a cash flow statement feature to comply with legal requirements in China.
6.4.
Oracle Financials for EMEA

6.4.1. Release 12.0.3 (RUP3)
6.4.1.1. XML Publisher Report Extracts for Fixed Assets and Payments
Oracle Financials is providing standard XML product extracts that European customers can leverage to create both standard and custom templates for their statutory reports. In RUP3, extracts are available for Fixed Assets and Payments.
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6.4.2.

6.4.2.1. XML Publisher Report Extracts for Fixed Assets, Cash Management, General Ledger, Subledger Accounting, Receivables, Bill Presentment, Payables, Regional Localizations, and Financials Common Modules
Oracle Financials is providing standard XML product extracts that European customers can leverage to create both standard and custom templates for their statutory reports. In RUP4, extracts are available for Fixed Assets, Cash Management, General Ledger, Subledger Accounting, Receivables, Bill Presentment, Payables, Regional Localizations, and Financials Common Modules. 6.4.2.2. UK Reverse Charges VAT
Reverse charge VAT involves inversing the tax liable party from the Seller of Goods to the Purchaser of Goods under certain conditions for domestic transactions within EU countries. The UK was the first country to apply these rules on June 1st, 2007. Noncompliance of this law will carry heavy fines, as indicated by the UK Tax Authorizes. Additional EU countries will soon implement the directive. With this release, Oracle enables you to comply with this new UK VAT regulation by identifying reverse charge VAT transactions and ensuring the appropriate tax rules are applied. A reverse charge message is printed on sales invoices and a UK Reversed Charges VAT report is available.
6.5.

6.5.1. Release 12.0.3 (RUP3)
6.5.1.1. Financials for India: Statutory Updates
Oracle Financials for India has provided features that fulfill legal and statutory requirements. The new features available in RUP3 are: Tax Collected at Source Tax type Enhanced capability of additional Tax Precedences Option of changing taxes on receipts Additional CVD tax type and Secondary and Higher Education Cass for each Tax type Ability to track and report Service Tax by Inventory Organization and Service Type
6.5.2.
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6.5.2.1.
Financials for India: Statutory Updates and Forward-Ported Bug Fixes
Oracle Financials for India has provided features that fulfill legal and statutory requirements. The new features available in RUP4 are: Tax support for inter-organization inventory transfers Tax support in iSupplier Tax support in iProcurement Tax support in Projects, Costing and Billing Correct encumbrance accounting with taxes
RUP4 also includes many bug fixes that were forward ported from 11i.
6.6.
Oracle Payables
6.6.1. Release 12.0.3 (RUP3)
6.6.1.1. Payables: US Form 1099 Legislative Changes
This patch incorporates all 2006 1099 changes that were mandated by the IRS. Payables leveraged the XML Publisher functionality, while implementing these changes. Details of the change: For all Forms, Payment Year, Field Positions 2 5, will be incremented to update the four-digit reporting year (2005 to 2006), unless reporting prior year data. Two fields were deleted, Replacement Alpha Character, positions 21-22 and Electronic File name for a Replacement File, positions 396-410. The Contact Email Address was expanded to 50 positions. This means several other fields have new positions. Also the Vendor Contact Email Address was deleted. The new field positions are as follows: o o Contact Email Address, positions 359 408 Cartridge Tape File Indicator, positions 409 410
6.6.2.

6.6.2.1. Payables: US Form 1099 Legislative Changes
RUP4 incorporates all of the 2006 US Form 1099 changes that were mandated by the IRS: For all forms, Payment Year (field positions 25) will be incremented to update the four-digit reporting year (2005 to 2006), unless reporting prior year data.
Oracle Payables
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Two fields were deletedReplacement Alpha Character (field positions 2122) and Electronic File Name for a Replacement File (field positions 396410). Contact Email Address was expanded to 50 positions and Vendor Contact Email Address was deleted. This has resulted in the following new field positions: o o Contact Email Address (field positions 359408) Cartridge Tape File Indicator, positions 409410
Payables leveraged the XML Publisher functionality to implement these changes.
6.7.
Oracle Payments
6.7.1. Release 12.0.3 (RUP3)
6.7.1.1. Master Card S Record Compliance
S record is the code returned by the Master card in response to a Card security verification request. Master card now requires the 'S' record for the settlement processing requests sent by 'Direct marketing companies'. Payments application would include the card security verification code while sending the settlement file. This is applicable to only Direct Marketing companies. 6.7.1.2. Visa Compliance Table / Discover Qualification Table for FDC
As a part of an initiative to increase security for the Discoverer Credit Card transactions, new data elements have been introduced to the Discoverer authorization file ('Discover qualification data'). Oracle Payments application will receive these additional data elements in the authorization file and will store this information on the database. This information will be included while sending the actual settlement file to the payment processor. 6.7.1.3. Amex CAPN Enhancement
Amex CAPN is a new initiative to increase security for the American Express credit card transactions. A new transaction id and POS data field are returned with the authorization response when customers pay using Amex. Oracle Payments application stores that information and sends it during the settlement of the payment to Amex. 6.7.1.4. FDC Servlet Load Balancing
FDC North is a processor model payment system. iPayment integrates with FDC for credit card/purchase card processing on the funds capture side. The current integration in 11i/FP.G and also in R12 has the following limitations: FDC North servlet cannot be load balanced because it uses text file (BatchGenMap.txt ) for processing purposes. Two processes cannot share a text file concurrently. If two processes share the same file, then each will attempt to write into the file at some point, and this will overwrite whatever was written by the other process. Customers, who implement iPayment integration with FDC North, run into this issue when they attempt to
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load balance the FDC North servlet. For this reason, we have advised customers who implement FDC North integration, that they cannot load balance the servlet. The text file (BatchGenMap.txt) created is a mapping file used by the Transmission Servlet for keeping track of batches sent to FDC North and was used in batch query to recognize the status of the batches processed by FDC. The new solution eliminates the need for text file by deriving all the data needed for batch queries from the IBY data model itself. With this elimination, the FDC North servlet was made capable of being load balanced.
6.7.2.

6.7.2.1. Multiple Divisions per Settlement Batch Enhancement
The Settlement batch process in Oracle Payments generates a number of files, based on system setup. Before 12.0.6, for large customers with multiple internal divisions, the number of files generated can exceed the daily limit set by third party payment processors, due to some limitations within Oracle Payments. In 12.0.6, the payment system accounts with the same set of transmission configurations are being grouped in to a single settlement batch file which reduces the number of settlement batch files generated in a day. 6.7.2.2. Paymentech Certification
Oracle Payments was certified with Paymentech for seamless payment transmissions. 6.7.2.3. SEPA Credit Transfer Initiation Messages
A SEPA Credit Transfer is a payment instrument for the execution of credit transfers in Euro between customer payment accounts located in SEPA. This enhancement creates SEPA Credit Transfer initiation messages for payments in SEPA, per the ISO 20022 framework and SEPA Credit Transfer Scheme implementation guidelines.
6.8.

6.8.1. Release 12.0.3 (RUP3)
6.8.1.1. Uptake of Construction Industry Scheme and Dossier Functionality
Oracle Public Sector Financials International Dossier and Construction Industry Scheme functionality is now available in Release 12. Dossier (DOS) functionality controls the movement of budgetary funds using predefined budgetary rule sets that transfer funds between budget organizations. DOS in R12 has been modified to uptake the new R12 Ledger Architecture.* In addition to functionality previously available in the 11i release, Dossier users can now define and execute Dossier processes for multiple ledgers from a single user responsibility, and utilize data access sets to define the level of data within ledgers that a user can view and/or modify.
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Construction Industry Scheme (CIS) functionality allows the verification and accurate calculation of withholding taxes for subcontractors based on the latest 2007 HRMC reforms, and has been enhanced to leverage new R12 architectural features. CIS in R12 has been modified to uptake MOAC and the movement of AP Suppliers to TCA.* In addition to functionality previously available in the 11i release, CIS users operating in a shared services organization can more efficiently generate and submit monthly returns for subcontractors for multiple operating units without having to switch between user responsibilities. The operating units CIS users can access are defined within a Multiple Organization Access Control (MOAC) security profile option.
* See the R12 documentation library for additional information on the R12 Ledger Architecture, MOAC and TCA.
6.8.2.

6.8.2.1. Extension of Oracle Financials Functionality
Oracle Public Sector Financials International extends Oracle Financials functionality and provides the basis for an integrated financial management solution for public sector agencies. Oracle Public Sector Financials International provides extensions to the following products: Oracle General Ledger Oracle Assets Oracle Payables Oracle Receivables Oracle Purchasing Application Object Library
Features include: Multi-Org Access Control Centralized and Configurable Accounting Integrated Budgetary Control TCA Integration
Features replaced by core functionality: AR Combined Basis Accounting (ARC) Cash and Accrual Support (COM) Enhanced Funds Checker (EFC)
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6.8.2.2.
Gross Based Vat (GBV) Multi-Period Posting (MPP) Single Third Party (STP) Dunning (DUN) Inflation Accounting for Assets
Modified Historic Accounting (MHCA) is obsolete in R12 and has been replaced by Inflation Accounting for Assets (IAC).
6.8.3.

6.8.3.1. Contract Commitments Integration with Self Service Purchasing
Contract Commitments with Dual Budgetary Control is now integrated with Self Service Purchasing. Users can now create purchase orders and perform funds check and funds reserve using the self service version of Purchasing, when using Contract Commitments with the Dual Budgetary Control feature enabled.
6.9.

6.9.1. Release 12.0.3 (RUP3)
6.9.1.1. Supporting References
Supporting References allows customers to capture any piece of information from a transaction and store it as part of the accounting entry. Furthermore, customers can automatically maintain balances by supporting references. So for example, a customer could choose to capture the product and sales channel for all revenue transactions, and store the revenue balance broken out by product and sales channel.
6.10. Oracle Transfer Pricing

6.10.1. Release 12.0.3 (RUP3)
6.10.1.1. Add-on Rates Users can apply Transfer Pricing adjustments to an instrument record to supplement standard charge and credit amounts produced with the Transfer Pricing application. Adjustments can be applied for Liquidity Premiums, Basis Risk Cost, Pricing Incentives (to line managers), Breakage Charges or Other Adjustments defined by the user. 6.10.1.2. Flexible Column Output Users can optionally define alternate output columns to populate with Transfer Pricing and Option Cost calculation results for each customer account table within a given Transfer Pricing process. Users can output more than one transfer rate or option cost result for each customer account record to support what-if analysis and generation of multi-dimensional profitability measures.
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6.10.1.3. Cross Currency Copy of Assumptions A new feature has been provided to make it easier for users to define certain business rules used within the Transfer Pricing application. Users operating in a multi-currency environment can now copy product assumptions defined for one currency to other currencies, in total or selectively, when defining Transfer Pricing, Prepayment and Adjustment Business Rule types. 6.10.1.4. Import, Export, and Migrate Business Rules This feature allows users to create backups of business rules and migrate dimensions, dimension members, dimension hierarchies and certain application business rules from one instance to another. This feature uptakes changes to the Enterprise Performance Foundations import, export and migrate implementation, which were previously shipped with R12 and which replaced equivalent functionality in the 11i release.
Oracle Transfer Pricing
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7.
New and Changed Features in Human Resources

7.1. Oracle Advanced Benefits
7.1.1. Release 12.0.3 (RUP3)
7.1.1.1. Reopen Life Events Process
This enhancement provides the benefits users the flexibility to reopen a large volume of life events as a batch. Previously, they had to be manually reopened individually. In combination with the "OE Window Modification" functionality, users can extend enrollment windows after reopening the processed events. 7.1.1.2. Open Enrollment Window Modification
There is now a concurrent process titled "Manage Open Enrollment Window" which provides the flexibility to modify an existing Open Enrollment Windows Enrollment Period End Date, Processing End Date, Default Enrollment Date, or Provide a Number of Days Extension. 7.1.1.3. Tracking Ineligible to Ineligible Row Creation
When the "Track Ineligible" flag is on, and a participant was initially found ineligible for the compensation object, this functionality writes a new row for a subsequent life event (even though the participant remains ineligible). The new ineligibility row has updated derived factor values for tracking and calculations. 7.1.1.4. Additional Input Parameters for Fast Formulas
Person_id can now be passed an an input value in Fast Formulas. In the past, Person_id had to be derived from the Assignment_id.
7.2.
Oracle Approvals Management

7.2.1. Release 12.0.7 (RUP7)
7.2.1.1. View Approval History and Approvers A new approval history region is now available to view the current approval history for a transaction and also display the next level of approvers. Additionally, you can integrate the generic region with various applications to display the approvers.
Oracle Advanced Benefits
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7.3.

7.3.1. Release 12.0.2 (RUP2)
7.3.1.1. View All Compensation Detail Reports without Changing Responsibilities
RUP2 delivers the ability for compensation administrators to view Compensation Detail Reports based on the HR security profile instead of the manager hierarchy. For example, administrators can now view all employees of a particular country without having to access or switch to a senior executive responsibility. Additional enhancements to the Compensation Detail Report page include: Employee information, which was previously displayed in a single table, is now grouped using tabs. The plan selection page and the parameters page of the old report have been replaced by filters that can be hidden in the report page. A new check box, Do Not Restrict By Hierarchy is added to the filters. A salary statistics tab will display plans that have salary adjustment. The report can be downloaded in a spreadsheet format based on filter specifications. Provide Responsibility-Based Plan Access to Administrators
7.3.1.2.
This enhancement allows organizations to regulate administrator access to plan information in Compensation Workbench. In Release 12, administrators have uncontrolled access to all plans in the Compensation Workbench setup, presenting potential security and data privacy issues. Now, an administrator can be granted super administrator privileges, enabling him/her to access new setup pages where he/she can map the responsibilities of other administrators to the plans that they are allowed to access. These same setup pages can be used to revoke access, if needed. This security mechanism is not enabled by default and does not change the default behavior of Compensation Workbench. If Plan Security is required, super administrators can enable it from the Compensation Workbench preferences page. 7.3.1.3. Reduce Post Processing Time between Multiple Business Organizations
To enable more powerful filtering capabilities in the Compensation Workbench Post Process, a new parameterPerson Selection Rulehas been added to the Post Process parameters page. By selecting a rule (or fast formula) defined as type Person Selection users can filter the employee population eligible for processing. Multiple organizations can now be processed in parallel, for example, by using a Person Selection rule defined to identify certain employees across different organizations. This new parameter is optional and is available when submitting the Compensation Workbench Post Process request from the Compensation Workbench Administrators home page or as a concurrent request from the Professional User Interface.
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7.3.1.4.
Perform Dynamic Calculations in Multiple Columns
This enhancement allows users to define dynamic calculations on the rate columns, specifically the worksheet amount rates, separately from the custom columns (custom segments 1 to 20). Additionally, users can define a condition and condition results using column names, and define custom errors and warnings based on their requirements. This feature needs to be configured and enabled by the Administrators; therefore customers who do not wish to use it will not be impacted.
7.4.

7.4.1. Release 12.0.3 (RUP3)
7.4.1.1. Nominate Employee Termination Payments (ETP) as Transitional or Non-Transitional Life Benefit Payments
Employers pay a lump sum amount to employees on their termination or their death referred to as Employment Termination Payment (or ETP). Employment Termination Payment were previously called as Eligible Termination Payments. Employees receive the employee termination payments as: Life Benefit ETP or Non- transitional Life Benefit ETP - paid to employees on their termination for any reason other than death Transitional Life Benefit ETP - paid to employees between 1 July 2007 and 30 June 2012 Death Benefit ETP - paid either to a trustee, dependent, or a non-dependent on employees death
Employers can now nominate whether a Life Benefit ETP Payment is a transitional ETP or a non-transitional ETP and if it is part of a previously paid ETP. These ETPs can be taxable or tax-free. You can now calculate the taxable and tax-free components of these payments. The Pre 1 July 1983 component of these ETPs and Invalidity ETP Payments are tax-free. Any other payments other than these components are included in the taxable components. The taxation of ETPs now includes a threshold that depends on preservation age of the employee. The date of birth of employees determines their preservation age. The taxable components of ETP Payments are taxed according to the employees age as on 30th June of the current financial year. Oracle HRMS supports the taxation of these ETP payments to include the taxable and non-taxable components. You can also calculate the tax of Transitional ETPs and partial payment of ETPs. Oracle also supports the new layout of the ETP Payment Summary Layout to meet the ATO requirements beginning 01-Jul-2007. 7.4.1.2. Comply with Statutory Updates for EOY 2007
Oracle HRMS supports statutory changes for End of Year 2007 for Australia, which include:
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7.4.1.3.
Change to rates to calculate the HELP deductions and the Student Financial Supplement Schemes (SFSS) Calculate the HELP and SFSS deductions when an employee has no general exemption Change to the Medicare Levy, PAYG tax, and Senior Australian tax rates according to the May budget Increase in Superannuation and Lump sum D thresholds Removal of the Post 30 June 1983 ETP concession on tax Change to the rate for annual leave on termination if less than $300 Reduced percentage of Payroll Tax for South Australia Override the Eligibility Set on the Element to Pay the Long Service Leave Amount
You can now override the eligibility set on the element and pay the prorated long service leave balance amount regardless of whether it is accrual or entitlement. Before you pay the employee, you must end-date the element Long Service Leave on Termination and re-link it.
7.4.2.

7.4.2.1. Multiple ETP Payment Summary
Users can now make multiple employment termination payments (ETP) and generate separate ETP payment summary for each ETP payment type. Individual thresholds determine tax for each ETP. Additionally, users can create a new record in the Termination window to enter multiple ETP payments or add a new ETP element.
7.4.3.

7.4.3.1. Pay Multiple Employment Termination Payments (ETP) and Generate Separate ETP Payment Summaries
You can now pay multiple ETPs and generate separate ETP Payment Summary for each payment type. Oracle HRMS uses appropriate individual thresholds to tax each ETP. You can now create a new record in the Termination window to enter multiple ETPs or add a new ETP element. You can also rollover amounts from either the Transitional Part of Previous ETP and Transitional Not Part of Previous ETP or both. 7.4.3.2. Display Multiple ETPs on Termination Report
Currently, the Termination Report does not display multiple ETPs that an employee receives on termination or their primary address. With this release, the Termination Report now displays the various ETP payments that employee receives on termination within the same financial year. You can now view the Transitional ETP and Non-
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Transitional ETP within the Termination Report. Additionally, the report displays the employees primary address. 7.4.3.3. Use the Changed ETP Payment Summary Layout 2007
Starting 01-July-2007, the layout of the ETP Payment Summary report has changed. A new postscript layout for the ETP Payment Summary report is now available to meet legislative requirements. 7.4.3.4. Report Employees Tax File Number (TFN) to Super Fund
Starting 1 July 2007, employers must now report an employees TFN to Super fund. Previously, it was optional for employers to report the TFN so the default was No. The default value is now set to Yes on the Superannuation Guarantee Information element. 7.4.3.5. Calculate Extra Withholding Amounts for Advance Payments
Oracle HRMS now enables you to calculate the extra withholding amounts for advance payments based on advance earnings and advance periods. Previously, you could calculate the extra withholding from the normal payments only. 7.4.3.6. Deduct Retro Pretax Amounts from Retro Earnings
Oracle HRMS now supports the deduction of the retro pretax amounts from retro earnings of each time span separately as follows: Retro pretax for current financial year from retro earning for the current financial year and then taxed in the original period Retro pretax for previous financial year less than 12 months from retro earnings for previous financial year than 12 months and then taxed marginally Retro pretax for greater than 12 months deducted from retro earnings for greater than 12 months and then taxed marginally
7.4.4.

7.4.4.1. Calculate Payroll Using the Updated Payroll Tax Rates Use the new Payroll Tax Rates to calculate payroll tax in New South Wales and Payroll Tax in South Australia. These rates are effective from 1 January 2009. 7.4.4.2. Report Allowances Using Balance Attributes Currently, Oracle HRMS for Australia identifies allowances to report in the Payment Summary based on element information. This process requires drilling down to run results to identify an allowance balance resulting in performance issues. With this release, you can use the Balance Attribute functionality to ensure better performance by identifying the reportable balances, group level reporting for allowances in the Payment Summary archive and End of Year Reconciliation reports.
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Oracle provides a new concurrent program- Maintain Payment Summary Allowance Balances to aid users to upgrade the existing Payment Summary reportable allowance balances to have Balance Attribute - Payment Summary Reportable Allowances.
7.5.

7.5.1. Release 12.0.7 (RUP7)
7.5.1.1. Enter NI for Employees Whose Nationality is Not Belgian or Country of Birth is Not Belgium
You can now enter NI numbers for Employees whose nationality is not Belgian or country of birth is not Belgium.
7.6.
Oracle HRMS for Canada

7.6.1. Release 12.0.7 (RUP7)
7.6.1.1. Comply with Canadian Cheque Specification Changes The Canadian Payments Association (CPA) published new specifications for Canadian cheques in preparation for the transition to image-based clearing. Enhancements have been delivered to comply with these changes.
7.7.

7.7.1. Release 12.0.3 (RUP3)
7.7.1.1. Specify Tax and Social Insurance Contribution Area Codes Using a Maximum of 3 Characters
With this release, you can now use a maximum of three characters to specify the tax (TAX) and social insurance contribution (SIC) area codes, for example, BJN for Beijing. Previously you could only use two characters to specify these codes.
7.7.2.

7.7.2.1. Count the Year of Service for Calculating Severance Payments
According to Article 47 in the new Labor Law, effective from 01-JAN-2008, while counting the Year Of Service (YOS) to calculate the severance payments, the period not less than six months but less than a year is now counted as one year and any period of less than six months is considered as half-year. Previously, any period less than one year was considered as one year.
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Oracle HRMS for China meets this statutory requirement by modifying the logic to count the Year Of Service (YOS) while calculating severance payment using CN_SEVERANCE_PAY and CN_TAX_CALCULATION formulae. 7.7.2.2. Display Employee Numbers Greater Than Five Characters Using Direct Deposit
The output of the Direct Deposit Process (China - CCBS Format) now displays employee numbers greater than 5 characters up to a maximum length of 8 characters. 7.7.2.3. Represent Tax Areas and Social Insurance Contribution Area Codes Using a Maximum of Three Characters
With this release, the valuesets for the tax areas and Social Insurance Contribution Area (HR_CN_TAX_AREA and HR_CN_SIC_AREA) work with lookup codes up to 3 characters in length. The concurrent programs and flexfields that use these valuesets are modified. Previously, only two characters were allowed. 7.7.2.4. Use New Tax Exempt Amount to Meet Statutory Requirements
With effect from 01-MAR-2008, the tax-exempt amount for Chinese employees is changed from 1600 Yuan to 2000 Yuan. Oracle HRMS includes the updated the tax exempt amount for the cities of Beijing, Tianjin, Shanghai, and Shenzhen. 7.7.2.5. Calculate the Average Monthly Working Days Using New Value
According to the notice of How to Calculate the Average Monthly Working Time, issued on 3 January 2008, the number of public holidays has increased from 10 days to 11 days. Oracle HRMS supports and includes the changes to monthly average working days calculation effective from 01-Jan-2008 to meet this new requirement. The global AVG_MONTH_WORKING_DAYS that holds the average working days in a month now has a new value of 20.83.
7.7.3.

7.7.3.1. Make Pre-Tax Non-Statutory Deductions Prior to IIT Calculations Oracle HRMS for China provides you the flexibility to make certain non-statutory deductions such as sick leave deduction, salary deduction due to poor performance prior to individual income tax calculations. Using this functionality, you can: Define elements to be deducted from earnings before individual income tax is calculated. Determine the processing priority when defining the element for processing these deductions. Specify if the deduction is to be subtracted when calculating the PHF/SI contribution base, base salary for leave payment, termination payment, notice payment and severance pay. Retro-process pre-tax non-statutory deductions using Tax When Earned and Tax When Paid scenarios.
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Report the pre-tax non-statutory deductions in SOE, self-service payslip, and printed payslip.
7.8.

7.8.1. Release 12.0.3 (RUP3)
7.8.1.1. Record Maternity/Adoption Absences
To enable Maternity/Adoption absence recording, monitoring, and legislative allowances management, you can use the five new Absence categories. Each Absence category has a descriptive flexfield you can use to enter the necessary information for the Maternity /Adoption absence. 7.8.1.2. Select Holiday Accrual during Maternity/Adoption Leave
When you set up employees for Maternity/Adoption leave, you can select whether or not to accrue holiday hours during the absence. On each Absence category descriptive flexfield there is a Yes/No flag that defaults to Yes, and you can use it to indicate if the accrual is required or not. 7.8.1.3. Record and Use the Public Holiday Accrual and Payment Rates
With the predefined Public Holiday Pay element, you can pay employees during public holidays. To record and use the Public Holiday payment rates of accrual and payment, use the new fields at the Legal Employer and Assignment levels. 7.8.1.4. Process Multiple Pension Payments for Employees Based on 2006 Legislative Changes
Based on the legislative changes for 2006, you can pay into more than one pension scheme for each employee. 7.8.1.5. Use the Notional Pay Classification for Deduction Elements Not Payable to the Employee
You can use the new Notional Pay classification for elements that are counted for various deductions (such as, Pension) but are not paid to the employee. The elements with this classification do not appear on the payslip automatically. You must select them for printing. 7.8.1.6. Use the Enhanced Absence Maternity Element to Process Part Time Maternity Absences
The Absence Maternity element now includes Part Time Maternity processing functionality. The Part Time Maternity element is no longer available.
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7.8.1.7.
Use the Modified Company Car Benefits in Kind functionality
There is a change in the way Oracle HRMS calculates the age of a company car when the car is older than 3 years. With release 12.0.4, 3 years are treated as 3 income or calendar years. This calculation impacts the taxable income of the employee. 7.8.1.8. Create Lunar Period Payrolls
You can now set up payrolls using the new Lunar payroll period type. You can use this type to create a Lunar payroll for the employees who are on the 4-week payrolls. The Lunar Payroll has 13 periods with all the payroll features. 7.8.1.9. Print Batch Payslips
You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF output. 7.8.1.10. Process Payments for Employees Based on 2007 Legislative Changes Oracle HRMS provides legislative updates and changes to help you manage the processes as per the new values for 2007. 7.8.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls Prior to processing your Payroll, you can specify your employees as Salaried or Hourly. This has no impact on Payroll frequency. 7.8.1.12. Use the Balance Initialization Process You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll. 7.8.1.13. Use RetroPay Functionality to Pay Backdated Amounts to Employees The Enhanced RetroPay core payroll process is now available for Denmark. You can use either of the two RetroPay components: Correction: Use this option to recalculate tax on adjusted earnings for each period and carry forward the difference in both earnings and deductions to the current period. BackDate: Use this option to recalculate deductions after carrying forward the difference in earnings to the current period.
7.8.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation You can now override the use of normal periodic deduction value and use a new element called Tax days to process taxable pay. The new tax calculation will be Tax Days multiplied by Daily Tax Deduction from the tax card.
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7.8.2.

7.8.2.1. Support the Payment Electronic File Format Changes
Oracle HRMS for Denmark supports changes to the format of the payment transfer type and the record length in the Payment Electronic File submitted to the PBS.
7.8.3.

7.8.3.1. Use Holiday Pay Changes With this release, you can use the updated Holiday Accrual formula to ensure that the application reduces the holidayable pay by 4.8% for every paid holiday spent by a salaried employee in a given period. The application then calculates the holiday allowance on this reduced pay. Note that the existing predefined balance Holidayable Pay continues to hold the unreduced holidayable pay amount. To hold the reduction amount of the holidayable pay, a new balance, Reduced Holidayable Pay, is now available. After you apply the patch, the payroll run creates an additional run result of the new element Holidayable Pay Reduction, whenever there is a reduction in the holidayable pay. The run result values of this new element contain the details of the reduction amount, reduced amount, and the number of holidays causing the reduction. The Danish payslip now displays the reduced holidayable pay amount. 7.8.3.2. Use Updated Danish Tax Card Upload Process To comply with format changes in September 2008, the Danish Tax Card Upload process now allows upto 159 characters in a line. 7.8.3.3. Comply with Statutory Changes for 2009 You can now use updated secondary classifications, new and updated global values, and updated user table values to comply with the legislative changes in 2009.
7.9.

7.9.1. Release 12.0.3 (RUP3)
7.9.1.1. Use the New Pension Insurance Type to Generate Pension Payments and Reports
You can generate pension payments and produce reports using the TyEL Pension Insurance type, which is now the only pension insurance type available. 7.9.1.2. Generate the Statutory Payroll Reports
Oracle HRMS generates payroll reports that you can submit to tax authorities to report all payments, tax deductions, and expense payments. These reports include: Finnish Yearly Documents of Paid Salaries Report
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7.9.1.3.
Finnish Pay Sheet Audit Report Calculate and Report the Subsidy for Low-paid Employees
The legal employer is eligible to receive subsidies from the government for low-paid employees with certain criteria. You can calculate the amount of statutory subsidies available for the legal employer and generate the following reports to list the amount of subsidy and statutory details per low-paid employee: 7.9.1.4. Finnish Monthly Tax Return Report Finnish Yearly Document Paid Report Process Payments for Employees Based on 2007 Legislative Changes
Due to 2007 legislative changes, you can now: Enter the tax percentage for the lower income limit. The lower limit is not a fixed value but can be zero or a positive value. The Tax Card element includes an input value for recording this percentage. Use the changed percentages for all classes of the Social Security, Daily Allowance, and Employers Unemployment Insurance fees. Use the changed age categories and reference values for the car benefit. Process Lunch Benefit element as a recurring element. Use the modified ranges for the scaled tax card. Use the Balance Initialization Process
7.9.1.5.
You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll.
7.9.2.

7.9.2.1. Use EOY0809 Legislative Changes for Payroll Tax Year 2009 With this release, you can use the updated values for calculating the following: Scaled Tax Card Pension Insurance Social Security Fee Car Benefit
7.9.2.2. Use EOY0809 Legislative Changes for Payroll Tax Year 2008 As part of legislative updates for tax year 2008, this release updates the following features:
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Tax including social security fees Unemployment insurance fee Pension insurance fees and reporting Benefits in kind
7.10. Oracle HRMS for France

7.10.1. Release 12.0.7 (RUP7)
7.10.1.1. Use New Training Reports You can now use the following new training reports: Training Summary Report French Training Plan Report (XML report)
7.11. Oracle HRMS for Hong Kong

7.11.1. Release 12.0.3 (RUP3)
7.11.1.1. Specify the Format for Your Statement of Earnings You can now use the global Statement of Earnings (SOE) pages to view the earnings and deduction information in your statement of earnings. You can view SOE immediately after you run payroll for all employees. Because the application reports SOE from live data, you need not archive the information.
7.11.2.

7.11.2.1. Calculate Proportionate Earnings during Changes in a Payroll Period Oracle HRMS enables you to calculate proportionate earnings amounts whenever payroll-relevant data is changed during a payroll period, for example, if an employee joins or leaves the company during a payroll period or if an employees pay grade changes during a payroll period. Proration support is now enabled for Hong Kong.
Oracle HRMS for France
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7.12. Oracle HRMS for India

7.12.1. Release 12.0.3 (RUP3)
7.12.1.1. Statutory Change to Exempt Employees from Paying Employee ESI Contribution With this release, Oracle Payroll supports the ESI wage limit increase from INR 50 to INR 70 effective 1/08/07, to exempt employees from paying their contribution.
7.12.2.

7.12.2.1. Rehire Employees Before their Final Close Date To provide greater flexibility in the hiring process, this release enables you to rehire a terminated employee before the Final Process (and after the Last Standard Process) date for their previous period of service. 7.12.2.2. Generate and Print Provident Fund Monthly Report and e-files The Provident Fund (PF) authorities now require employers to submit a print hard copy and soft copy of their monthly PF returns for each business number in a currency period. Oracle HRMS enables employers to record and submit: Regular Return - for regular payments Supplementary Returns - for any additional/missing payments in a regular return Revised Returns - for any corrections/updates in the previous returns
Employers must maintain the National Social Security Number (NSSN) for employees and record PF contributions, Penal damages (14B), 7Q details, and other miscellaneous payments. Oracle HRMS enables you to generate and submit monthly PF returns for each business number. You can record NSSN of employees using the Further Benefits Tab in the People window.You can run the following concurrent programs: Provident Fund Monthly Returns Archive (India) - to archive the data for the PF Monthly Returns India Monthly PF Returns (e-File) - to generate the e-file for PF Monthly Returns India Monthly PF Returns (Printed) - to generate the Printed Copy for PF Monthly Returns
7.12.2.3. Comply with Statutory Updates for 2007 The Income-Tax (Fourteenth Amendment) Rules, 2007-Amendment In Rule 3 Valuation Of Perquisites provides the following changes. Oracle HRMS supports these changes: Changes in accommodation perquisite rates, effective from 1-Apr-2006 Re-introduction of perquisites, effective from 1-Apr-2008
Oracle HRMS for India 35
o o o o o o o o
Motor Car Free Traveling, Touring Accommodation Lunch Perquisite Gift Voucher Or Token Perquisite Credit Card Perquisite Club Expenditure Free Transport
Section 80 C now includes the following: o o o Five-Year Post Office Time Deposit Account Senior Citizens Savings Scheme - for those employees whose age is 60 or more in a FY NABARD Bank Deposits (effective from 1-Apr-2008)
7.12.3.

7.12.3.1. Calculate Taxable Part on Fringe Benefit for Super Annuation Fund Payments According to the Income Tax law, all the payments to Super Annuation fund exceeding Rs.1 Lacs per annum for an employee by an organization attract Fringe Benefit Tax (FBT). Oracle HRMS enables employers to determine the total taxable amount, setup different natural accounts to calculate the taxable part of fringe benefit on which the FBT is applicable. 7.12.3.2. Use the latest PF/ESI Wage Ceiling for Disabled Employees According to the ESI eligibility wage limit changes and the PF wage ceiling for a disabled employee, the wage ceiling for coverage of a disabled employee under the ESI/PF Act, is fixed at Rs.25, 000/- per month, effective from 01-APR-2008. Disabled employees are entitled to this wage ceiling only if they are hired on or after 01-Apr-2008. With this release, Oracle HRMS complies with the PF/ESI statutory updates. 7.12.3.3. Use the Latest Professional Tax Slab Rates for Karnataka Starting 1-Aug-2008, the Professional Tax slab rates changes for the state of Karnataka. Employees with monthly salary or wage of Rs.3000 and above but less than Rs.5000 are exempted from Professional Tax. Oracle HRMS includes these changes for Professional Tax.
Oracle HRMS for India
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7.13. Oracle HRMS for Ireland

7.13.1. Release 12.0.3 (RUP3)
7.13.1.1. Run the Tax Credit Upload Process to Validate Accurate Revenue File Checking The Tax Credit Upload process now produces an audit report that facilitates accurate checking of the credit file upload process. This report is generated only when you run the process in Validate Only mode.
7.13.2.

7.13.2.1. Comply with Recent Statutory Updates Statutory updates support the following: P45 Part 3/P46 XML Report: Oracle HRMS now enables to employers to use the P45 Part 3 XML report to notify the Irish Revenue of new starters. This change helps to comply with the Irish Revenue requirements. The notification generates a new tax certificate from the Revenue. If an employee has not provided a P45 document, then the employer raises a P46 to request a new Tax Certificate, Form P2c. EHECS Report: Employers who have more than 50 workers need to submit a mandatory Earnings Hours and Employment Cost Survey (EHECS) Report to the Central Statistics Office (CSO) of Ireland every quarter. Budget Changes: Irish Budget changes for 2008 require the following changes to Oracle HRMS: The following values change effective 2008: Increased taxation and Personal Tax Credits bands Increased Tax Credit from 1,760 to 1,830 Increased Standard Rate Cut Off Point from 34,000 to 35,400 Increased employee contribution ceiling based on cumulative earnings for all employment types from 48,800 to 50,700 Increased threshold for payment of Health Contribution from 480 per week to 500 per week and annual threshold from 24,960 to 26,000 Increased weekly threshold from 339 to 352
Additionally, predefined global values and user table values are changed to accommodate the statutory requirements.
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7.13.3.

7.13.3.1. Use the New IE Cessation Report To comply with recent legislative requirements, Oracle Payroll now provides a new report called IE Cessation Report. Employers issue this report to employees stating the gross income for the current employment and the calculated Income Tax Levy. 7.13.3.2. Comply With Recent Statutory Updates Statutory updates support the following: P45 Report Supplementary P45 Payment Details - added a new assignment EIT Supplementary P45 Payment Details to optionally record information in the Payment Details section of Supplementary P45. Irish P45 Information - updated Supplementary tab to display Year1, Pay1, and other information. Catering to PPSN Suffixes - the Ireland P45 report displays assignments of the same employer for a terminated employee as a single record. In specific cases such as concurrent employment, the legislation requires the employer to maintain two payroll records for the same person and report each record separately in the P45 report. The P45 aggregates the employment records at the person level and to create separate records, the application adds a suffix (W, T or X) to the PPS Number. Balances - attached a new dimension, PER_PAYE_REF_PPSN_YTD Tax - modified the Standard Rate cut off Point from 35,400 Euros to 36,400 Euros. Income Tax Levy - changes to calculate the new Income Tax Levy introduced from 1 Jan 2009. Income Tax Levy Calculation - added a new element to use threshold values for each income band from the new predefined global values and user table values. Exemption from Levy Refund of Income Tax Levy Reporting of Levy - modified the Statement of Earnings to display the Income Tax Levy amount in the Deductions section. Balance Initialization - new predefined element Setup Income Levy Element. PRSI - modified the employee contribution ceiling based on cumulative earnings from 50,700 Euros to 52,000 Euros with effect from 1 Jan 2009. Pensions - changes to the annual earnings limit for Pensions from 275,239 Euros to 150,000 Euros effective 1 Jan 2009.
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BIK Loans - increased the rate for loans other than home loans from 11% to 12% effective 1 Jan 2007, from 12% to 13% effective 1 Jan 2008 and from 13% to 15% effective 1 Jan 2009. In addition, the rate for home loans change from 3.5% to 4.5% effective 1 Jan 2007 and from 4.5% to 5.5% effective 1 Jan 2008. Parking Levy - new predefined element IE Parking Levy effective from 1 Jan 2009.
7.14. Oracle HRMS for Italy

7.14.1. Release 12.0.7 (RUP7)
7.14.1.1. Use the Renamed Family Name Field The Family Name field is now renamed to last name.
7.15. Oracle HRMS for Japan

7.15.1. Release 12.0.3 (RUP3)
7.15.1.1. Print Employee Number on Published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner You can now print the employee number on published Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner. 7.15.1.2. Calculate and Archive Accident Insurance Information You can now calculate accident insurance information and archive it in the Insurance Premium Exemption and Spouse Special Deduction Form for Salary Earner self-service pages. You can also now override the default accident insurance premium displayed these pages.
7.15.2.

7.15.2.1. Statutory Changes for 2007 Users can now: Enter earthquake insurance and premium exemption details and print them on the Insurance Premium Exemption and Spouse Special Exemption Form for Salary Earner (ISDF) self-service page. Print Social Insurance reports on a single page. Calculate the accident insurance premium and print it on the ISDF self-service page.
Oracle HRMS for Italy
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Use the improved Social Insurance report format. Additionally, use a combined new report for the Address Change Report for the Insured Employee and the Dependent reports. Generate the ISDF report using Oracle XML Publisher. A new archiver process is available to generate the ISDF report. Use the improved format of the Withholding Tax Report for Earned Income.
7.15.3.

7.15.3.1. Display Target Year Within Salary Payment Report To support the format changes provided by Nihon Hourei, the Salary Payment Report Summary now displays the target year. 7.15.3.2. Support for Transfer with Zengin Format Starting January 2009, Japan Post Bank supports the data transfer with Zengin format. Oracle HRMS for Japan complies with this change and supports the transfer of magtape between any bank and Japan Post Bank. The Generate Direct Deposit File does not error when the sender bank is any bank and the bank to which the payment is transferred is Japan Post Bank.
7.16. Oracle HRMS for Korea

7.16.1. Release 12.0.3 (RUP3)
7.16.1.1. Meet the Statutory Updates for the YEA Tax Receipt for 2007 National Tax Service (NTS) of Korea introduced a new layout for the Year End Adjustment Tax Receipt to meet the statutory updates for 2007. Oracle supports this new layout to display the following: Stock Purchase Option Execution Earning - Employees can now report to the NTS, the monetary amount they earn for any stock purchase as a Stock Purchase Option Execution Earning. This amount is taxable. Oracle provides a new balance Stock Purchase Option Execution Earning to record this amount. Research Payment - The research payment that employers pay employees for research purposes is now a part of the Non-Taxable amount. Previously, this amount was a part of the Other Non-taxable amount. Oracle provides a new balance Research Payment to record this amount. Exemption amounts and the number of additional children - You can now display the exemption amount and the number of additional children for the employee. Pension Premium and National Pension Premium Exemption amounts - To meet the latest statutory requirements given by the NTS to the Tax Receipt report, the
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report now displays the Pension Premium and National Pension Premium Exemption amounts as separate items. As of this release, the Tax Receipt report includes these items, but displays blank values for the amounts. Female Exemption and Senior Exemption - You can now display if the employees receive exemption for female and senior dependents. You can also record if the employees receive exemptions for senior dependents and for any additional children.
7.16.2.

7.16.2.1. Comply with Statutory Changes for 2007 Users can now: Use the improved templates for year-end reporting. Claim an employees withheld income tax amount in the monthly payroll cycle and bonus.
7.16.3.

7.16.3.1. Comply with the Updated Layout for Year End Adjustment Ledger Report and the RTF Template The KR Year End Adjustment Ledger Report and the RTF Template now display the Stock Purchase Option Execution Earning and the Research Payment information to meet the latest statutory requirements. 7.16.3.2. Display Non-Taxable Earnings in Non-Statutory and Statutory Separation Pay Tax Receipt To comply with the latest Korea 2007 updates, the Non-Statutory/Statutory Separation Pay Tax Receipt layout displays the non-taxable earnings in Separation Pay Tax Receipt for both current and previous employers. 7.16.3.3. Use the Updated Exemption Rate for Investment Partnership The YEA Entry window and the YEA SSHR pages now include the changed prompts for the Financing Types as Financing (15%) and Financing (10%) to meet the statutory requirements. The maximum limit for the Financing Type1 is now modified to 50% of the Taxable Income and the percentage of the Financing Type1 is now changed from 30% to 15% effective from 01-Jan-2007. The income exemption rate for Investment Partnership Financing (Type2) has changed from 15% to 10% from 1st January 2007. 7.16.3.4. Calculate the Tax Break Amount Using the New Value Previously, the political donations till KW 100,000 were eligible for tax exemptions. According to the new guideline, calculating the tax break amount based on Political Donation up to KW 100,000 is now changed. The calculation for tax break amount based on political donation has been updated. A new global variable KR_YEA_POLITICAL_DONATION_EXEM_FAC with a value of 1.1 is available for calculating the tax break amount effective from 01-Jan-2007.
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7.16.3.5. Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions You can now identify Korean citizens as foreigners and exempt them from certain tax regulations, if they own a residence in a foreign country. By recording the employee as a foreigner, the logic to calculate taxes varies. You can now record if the employee owns a residence in a foreign country using the new Foreign Residency check box on the Income Tax form. 7.16.3.6. Record Donation Receipt Number for Easy Identification You can now record the donation receipt number issued by the recipient of the donation. Oracle HRMS includes a new field called Receipt No. in the Donation Details section of the Donation Tax Exemption tab on the YEA Entry window. You can enter alphanumeric characters. Alternatively, you can record this information on the Extra Assignment Information DFF and YEA sections of the Self-Service Entry Page. 7.16.3.7. Exclude Double Exemption for Medical Expenses Starting 2007 YEA, the double exemption in medical expense exemption derived from the medical payment paid in cards - credit cards and direct deposit cards is no longer available. Therefore, the double exemption amount, calculated from the medical expense paid in cards is now excluded from the cards exemption. 7.16.3.8. Comply with the YEA Reclaim Sheet Layout Changes The National Tax Service of Korea has introduced a new layout of Year End Adjustment Reclaim Sheet to meet statutory tax changes for 2007. Oracle HRMS now supports the new version for 2007 for legislative compliance. You can use the Korean version to submit YEA information to the NTS. You can now view the additional children exemption flag and the pension exemption details within the Reclaim Sheet. 7.16.3.9. Comply with the Latest Statutory Changes for 2008 Oracle HRMS supports the following statutory changes for 2008: New tax rates for earnings Card Exemption Rate is now 20% of the amount exceeding 20% of the taxable earning Change to the maximum exemption limit for specified donation to 15% from 10% effective from 01-Jan-2008 and 20% effective from 01-Jan-2010
7.16.3.10. Use the Updated Health Insurance and National Pension Premium Rates From 1 January 2008, the Health Insurance Premium rate is changed to 5.08%. Employers pay 50% of the insurance premium and employee pays the remaining amount. Oracle HRMS uses the new rates to calculate the National Pension Premium as follows: National Pension Premium = Monthly Earning * National Pension Premium Rate
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7.16.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted Child Starting 1 January 2008, employees are eligible for an exemption of 2,000,000 for expenses on a newborn baby or an adopted child. You can now record the expenses for newborn baby or adopted child using the Contact EIT. You can also record the expenses for a dependent using the Income Tax window and SSHR Yea Entry page. The YEA and TAX formulas are modified to calculate the tax exemption for employees who have had a new born or adopted child. 7.16.3.12. Use the Updated Foreign Worker Income Exemption Rates Starting 1 January 2007, the income exemption for foreign worker is 30% of taxable earning (item 21 of 2006 YEA Tax Receipt). The non-taxable earnings are not included within the foreign worker income exemption calculations. 7.16.3.13. Record Both Summary and Details for Medical Expenses Previously, you could record the medical expenses either using the Summary region or the Details region on the Medical Exemption tab of the YEA Entry window but not both. According to the new NTS requirements, you can now record both the summary and details. Oracle HRMS enables you to record both or a part of the medical expense information using the Summary region and the remaining in the Details region. A new check box - Medical Expense Details Required is now available that enables you to record in both the regions. The application uses the total amount for calculation purposes.
7.16.4.

7.16.4.1. Maintain Detailed Donation Information for Dependents Starting 2008, NTS allows donation exemption for employees and for their dependents. To meet this statutory requirement, Oracle HRMS enables you to maintain additional information for calculating donation exemption in YEA. A new donation type Public Legal Entity Donation Trust is available. Public Legal Entity Donation Trust Carry Over Details is a new section added on the Donation Tax Exemptions tab of the YEA Entry form and SSHR YEA Entry page. You can record the dependent donation details such as Donation (NTS) and Donation (Other) within Extra Contact Information DFF. You can record the donation expense details only for spouse or child and if you have set the Dependent (Income Tax Law) flag to Yes in the Further Contact Information DFF. You must record donor name and NTS/Other in the Extra Assignment Information DFF and the Donation Details section of the Donation Tax Exemptions tab on the YEA Entry window. You can record details to the DFF only through the YEA Entry form or through the SSHR YEA Entry Page. KR Year End Adjustment Tax Receipt Report/RTF displays the donation expenses for the dependents on the second page of the report.
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7.16.4.2. Comply with the Latest Detailed Medical Information Updates The NTS provides new statutory updates for detailed medical expense information. To comply with these updates, Oracle HRMS now maintains additional information for e-file reporting in 2008 YEA. 7.16.4.3. Record Type B Tax Group Information With this release, Oracle now complies with the requirement of Korean government for recording and maintaining Type B Tax Group post-tax deduction from 01-Jan-2008. You can record the Type B Tax Group information using the YEA Entry form. YEA Results displays the Type B Tax Group information on the Income Details tab and the Post Tax Deductions amount on the Tax Details tab. YEA Tax Receipt report displays the Type B Tax Group information in the Earnings List By Working Place section and the Post Tax Deductions amount on the Post Tax Deduction section of the report. 7.16.4.4. Comply with the 2008 Layout Updates for KR Year End Adjustment Tax Receipt National Tax Service of Korea has introduced a new layout of Year End Adjustment Tax Receipt for 2008, which include: Housing Loan Repay Exemption Long Term Housing Loan Interest Repay Exemption Housing Saving Exemption Small Business Install Exemption New Born, Adopted Exemption Birth Raising Allowance Foreign Worker Exemption
Oracle HRMS displays these items within the Year End Adjustment Tax Receipt. 7.16.4.5. Use the Latest Layout for YEA Ledger Report The National Tax Service of Korea has introduced a new layout of Year End Adjustment Ledger to meet the statutory tax changes for 2008. Oracle incorporates these changes which include: Non-Taxable Overseas Earnings in Foreign Currency Birth Raising Allowance and Foreign Worker Income Exemption
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7.16.4.6. Comply with the YEA Reclaim Sheet Changes Oracle HRMS for Korea meets the new guidelines for YEA Reclaim Sheet specified by the NTS and displays the following: Birth-Adoption Exemption Donation amounts of dependents Separation Pension Housing expense moved to other Exemptions Donation expenses Small Business Installment Exemption Card Expense Exemption Long Term Stock Exemption Fund
7.16.4.7. Comply with Statutory Updates for 2008 The layout of the KR Year End Adjustment Tax Receipt Report, KR Year End Adjustment Reclaim Sheet Report, YEA Results, YEA Entry and the RTF templates now include the following changes to comply with the statutory updates: Long Term Stock Fund Company Related Expense Additional Child Exemption for disabled children
7.16.4.8. Record Additional Children Exemption for Dependents Employees are eligible for an Additional Children Exemption if they have a child by birth or adoption but do not receive any exemption for any dependents such as grandchild/grandchildren. To avoid calculating the exemptions incorrectly, you can use the Excluded From Addl Children Exemption on the Further Contact Relationship Information DFF. The default value is No. Specifying Yes excludes the dependent from Additional Children Exemption. 7.16.4.9. Display Double Exemption for Medical Expense Employees are eligible for a double exemption for medical expenses paid in cards for 2008. The layout of the YEA Entry, Income tax, Reclaim Sheet report and the RTF template are modified to reflect this change. 7.16.4.10. Display Detailed Donation Information in the e-File According to the latest statutory update, the Detailed Donation Information E-File must include the details of employees who have donated 1,00,000 KRW or more including those of the dependents.
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7.16.4.11. Use the Updated Statutory and Non-Statutory Separation Pay E-Files The Statutory and Non-Statutory Separation Pay e-files now include the Overseas Tax Break amounts and other layout changes.
7.17. Oracle HRMS for Kuwait

7.17.1. Release 12.0.3 (RUP3)
7.17.1.1. Produce Report 166 for the PIFSS Based on Revised Rates The Public Institution for Social Security (PIFSS) social insurance schemes for employees include pension fund contributions. As of August 1, 2007, the rate for the employee pension fund contributions increases from 1 to 2 percent, resulting in an increase from 6 to 7 percent for the total employee social insurance. This release revises the values used to calculate the contributions and to produce the Report 166 for the PIFSS. The application now calculates the employee pension fund contributions based on 2 percent (KW_SI_CALCULATION). When you generate Report 166 after August 1 2007, the application displays the appropriate result for the employee pension deduction.
7.17.2.

7.17.2.1. Use the Payroll Exception Report The core payroll process, Payroll Exception Report, is now available for Kuwait.
7.18. Oracle HRMS for Mexico

7.18.1. Release 12.0.3 (RUP3)
7.18.1.1. Manage Social Security Information through Integrated Archiver The various Social Security reporting archivers have been consolidated into a single process: Social Security Archiver. The Social Security Archiver is a concurrent program that archives data used for reporting to the social security institutes. The program archives employee and salary information related to the following areas: Employee hire or re-hire Personal data, such as National Identifier and Name Changes to employees salary Employee separation/termination Absences and Leaves
Oracle HRMS for Kuwait
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Disabilities INFONAVIT data SUA transactions
You can then generate the appropriate statutory reports through the following mechanisms: Social Security Affiliation Report (employment and salary change reporting) SUA Interface Extract (SUA transactions) Annual Work Risk Incident Report (Work Risk Incident Premium reporting)
7.18.1.2. Successfully Create and Save GRE Organizations You can now successfully create and save GRE organizations. 7.18.1.3. Implement and Archive Change of GRE for Employees When you perform a change of GRE for an employee, that change is now recognized and archived by the Social Security Archive process. 7.18.1.4. Specify Names of Over 15 Characters as Timecard Approvers When specifying a timecard approver, you can now select employees with names of over 15 characters in length. 7.18.1.5. Specify Legal Employer when Running the DIM Report When running the DIM report, you are now able to select the Legal Employer field now properly populates its list of values. 7.18.1.6. Run QuickPay with IDW Elements in Spanish Instances You can now run a Quickpay/Payroll Run on a Spanish language instance, and it will not generate errors when it processes the Integrated Daily Wage element. 7.18.1.7. View IDSE File Content More Easily When viewing the IDSE file output, its content now appears on multiple lines rather on a single line. 7.18.1.8. Access State Tax Rules DFF without Errors In environments where both US and Mexican legislations are running, you can now view the State Tax Rules descriptive flexfield without generating errors. 7.18.1.9. Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors You can now execute the hr_mx_ex_employee_api.mx_final_process_emp API without generating errors.
Oracle HRMS for Mexico
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7.18.2.

7.18.2.1. North American 2007 Reporting Enhancements and Statutory Updates Oracle HRMS supports statutory changes for End of Year 2007 for Mexico, which include: Enhancement to the ISR Tax Format 37. Enhancement to the Information Declaration Report (DIM) program. Revised statutory tax rates for Colima, Guanajuato, Morelos, Puebla and Queretaro.
7.18.3.

7.18.3.1. Comply with Employer State Tax Changes The Employer State Tax has been updated with the most recent taxability rules. 7.18.3.2. Comply with ISR Tax Changes Updates have been made for annual ISR tax tables under article 177 and 178 for Year 2007. These rates are effective from 1st Jan 2007.
7.18.4.

7.18.4.1. Use the ISR Periodic Tax Adjustments New Monthly Tax Adjustment run type has been added to payroll run and existing Tax Adjustment run type has been updated. 7.18.4.2. Use the New BI Publisher Report "ISR Subsidy For Emp Paid" A new XML Publisher Report "ISR Subsidy For Emp Paid" is now available.
7.19. Oracle HRMS for Netherlands

7.19.1. Release 12.0.3 (RUP3)
7.19.1.1. Make the Civilian Service Number Optional (Previously the SOFI Number) The SOFI number is now called Civilian Service Number or BSN. With this release, you can also use the new HR: Make National Identifier Optional profile option to make the SOFI Number optional.
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7.19.1.2. Use New Dutch First Day Notification Report With this release, you can use the new Dutch First Day Notification Report to meet statutory requirements for an employee attached to an HR organization with tax details. This is applicable if an employee is hired, terminated, rehired, or if you update employee records on or after 4th July 2006. 7.19.1.3. Group Multiple Assignments by Employer You can now use the new Assignment Process Group field on the Dutch Business Group EIT to group multiple assignments by employer or payroll. 7.19.1.4. Use New Profile Options With this release, you can use the following new profile options: Security profile enabled in the Absence Action List Report and Re-integration Actions Report. HR: Display Special Rate Annual Income on Assignment to calculate and display the Special Rate Annual Income. If you set this profile option to No, then the application does not calculate and display the Special Rate Annual Income. HR: Default Income Code to set the default income code for all employees.
7.19.1.5. Support Refund of ZVW Contributions to Employees With this release, Oracle Payroll supports the refund of ZVW contributions to the employees by the tax authorities or employers. You can perform retro calculation when calculating ZVW refund contributions. 7.19.1.6. Include Latest Assignment Details in the Dutch ATS Reports Oracle Payroll now provides functionality to attach assignments to a payroll throughout the year and display the assignment details in the Dutch ATS Report. The report displays only those assignments that have payroll runs. Previously, the Dutch Annual Tax Statement Archive did not archive any assignments that you attached later than the beginning of the year. 7.19.1.7. Use Enhanced Life Saving Scheme Features Oracle Payroll now provides enhanced support for the Life Saving Scheme, so participating employees can withdraw the amount saved to compensate for unpaid leave or in case of retirement. Additionally, employees withdrawing money from their LSS receive a discount, the Life Cycle Leave Discount (LCLD), which is paid as part of the Net Earnings of the employee. To satisfy legislative requirements, any unused LCLD is not carried forward to the next pay period. 7.19.1.8. Use Updated Reports to Support Legislative Changes With this release, Oracle Payroll provides you with updated reports that use new balances and subsidies for travel allowance, retro travel allowances, and wage tax subsidies to support legislative changes.
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The following changes are made to the reports: Remuneration report: o Displays Yes if your yearly values of Travel Allowance or Retro Travel Allowance are non-zero for the assignment in the Travel Allowance indicator. Modified to change the display of ZVW Refund amount. Displays LSS changes
o o Payslip: o
Displays the Travel Allowance and Retro Travel Allowance values along with the Net Earnings in the Payments and Deductions section. Modified to show ZVW refund and Retro ZVW Refund.
Wage report: o Displays the Travel Allowance and Retro Travel Allowance values along with the Net Earnings. Displays the public sector and own risk cover details. Supports reporting for Lunar Month Period Type.
o o
7.19.1.9. Use New Wage Subsidies for Payroll Processing Wage Tax subsidy now supports two new types of subsidies - Student and EVC. The Wages report displays two new elements, Wage Tax Subsidy EVC and Retro Wage Tax Subsidy in the Wage Tax Subsidy Education Amount. 7.19.1.10. Support for Late Hire Processing in Payroll With this release, Oracle Payroll supports computation of tax and SI based on the salaryearned date for the payroll process of new hires, where the date paid is in different period. 7.19.1.11. Use the New Adjustment Component to Carry Forward Earnings With this release, you can use the new Adjustment RetroPay component to calculate deductions after carrying forward the difference only in earnings to the current period. The existing Standard RetroPay component (now changed to the Correction component) calculates deductions by processing tax and social insurance in the original period. 7.19.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes Starting from January 2007, a new ABP Pension Type -- ABP Disability Insurance (AAOP) is introduced. This pension type replaces the existing IP High and IP Low pension types. The ABP Reporting functionality is updated to reflect these changes. The new pension type is reported via Record 09 with a contribution code of AP.
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7.19.1.13. Use the Modified Dutch Annual Tax Statement Report The Dutch Annual Tax Statement Report has been updated to support legislative changes and the following are the changes: Replaced the Insured for ZFW field with the Wage for ZVW field. The Wage for ZVW field reports the YTD balance for ZVW basis that contains normal and special rate calculation. Replaced the ZFW or Private Health Insurance Contribution field with the Deducted contribution for ZVW field. The Deducted contribution for ZVW field reports the YTD balance for employee contribution for ZVW that contains normal and special rate calculation. Changed the layout of the address lines to comply with the Dutch format of address. Added a new field called the Period of Service to the report. This field displays the period of service of the employee in the current year in the DD/MM/RRRR DD/MM/RRRR format. Displays the Employer name and tax registration number for each employee in the report. These two values/attributes are either of the legal employer (if attached) or that of the employer derived from the hierarchy.
7.19.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element With this release, you can use the new Dutch Element RetroPay Setup Report to view the RetroPay setup of all elements. You run the report to either display all the elements or the elements with RetroPay setup only. Select either All Elements or Elements With RetroPay Setup option for the Element records field in the Concurrent Programs window. 7.19.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values Oracle Payroll has enhanced the payroll run to eliminate unwanted run result values. The payroll run no longer saves those null run results, that is, those run results that do not contain a value. This change improves the performance of the payroll run and reduces the space needed for the run results. Do not implement this feature if you have written your own reports that depend on null result values. Oracle Payroll does not suppress null run results unless your System Administrator has enabled this feature by: 1. Checking that the Generic Upgrade Mechanism contains an upgrade called Enable Sparse Matrix Null Run Result Values Functionality.
2. Running the Enable Sparse Matrix Null Run Result Values Functionality
upgrade.
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7.19.1.16. Configure Precision of Maximum Salary Type With this release, you can configure the precision of the Maximum Salary field when defining an SI Type to display three decimals for rounding purposes.
7.19.2.

7.19.2.1. Year End Report Using the new Dutch Year End report, users can now generate the year-end payroll data. As the Year End Report is an extension of the Dutch Wage Report, it uses the Dutch Wage Report Generator and Dutch Wage Report concurrent programs to generate the Year End report.
7.19.3.

7.19.3.1. Use Updated Wage Reports for 2009 Starting Jan 2009, the Tax Authorities have introduced checks on the consistency of the Wage report. From 01-Oct-2009, the tax authorities will reject reports that do not comply with the given checks. With this release, you can ensure that the Wage report complies with the required checks. Now the application performs the checks on the archived data of the Wage report and displays violations, if any, in the Exception report. 7.19.3.2. Use New Tax Code 950 To comply with the legislative changes for 2009, you can now use the new tax code 950. 7.19.3.3. Use Labor Handicap Discount/Old Age Discount Changes With this release, you can use the updated Labor Handicap discount and Old Age discount. 7.19.3.4. Use Tax table Changes for 2009 You can now use the updated user tables and global values, effective 1-Jan-2009. 7.19.3.5. Use Updated Dutch Wage Report You can now report the National Holiday Gift Taxable Amount and Early Retirement and pre pension Taxable Amount, while you enter details in the Flat Rate Taxation EIT at the employer level. 7.19.3.6. Use ZVW Changes Currently, the application calculates the foreigner rule (30%) tax adjustment for taxable income and ZVW income on income that includes the Life Savings Deduction and the Life Savings Withdrawal. This release modifies the formulae for the foreigner rule (30%) tax adjustment to enable the application to calculate adjustments after excluding the Life Saving Deduction and the Life Savings Withdrawal from the actual income. However, the application continues to calculate tax deductions and ZVW contributions using the final income after excluding the Life Savings Deduction and Life Savings Withdrawal.
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7.19.3.7. Use the Updated Addressing Female Employee Field in the Person Window You can now use a new value, Partner Name + Birth Name [s1], in the Addressing Female Employee field on the Person window.
7.20. Oracle HRMS for New Zealand

7.20.1. Release 12.0.3 (RUP3)
7.20.1.1. Contribute and Report the KiwiSaver Deductions to Inland Revenue Employers and employees may contribute to the KiwiSaver scheme. Employers are exempted from paying Specified Superannuation Contribution Withholding Tax (SSCWT), if they contribute to the KiwiSaver on the behalf of their employees. Employers report and submit details of KiwiSaver contributions and deductions to the Inland Revenue Department(IRD). Oracle HRMS for New Zealand provides element, balances, and balance dimensions to enable you to process and calculate these KiwiSaver deductions.
7.20.2.

7.20.2.1. Comply with Latest Statutory Updates for October 2008 This release complies with the following statutory changes effective from 1-October 2008: Changes to PAYE Tax rate and thresholds Changes to Extra Pay Tax thresholds Change of the SSCWT to ESCT Changes to ESCT thresholds and rates
7.20.2.2. Use Enhanced Retropay to Calculate Back-dated KiwiSaver Contributions Enhanced Retropay for KiwiSaver Contributions in New Zealand is introduced. You can use Enhanced RetroPay to calculate and deduct the contributions for any backdated changes in salary and subsequently any backdated Kiwisaver contribution changes. 7.20.2.3. Comply with the Latest Statutory Updates from April 2009 Oracle HRMS for New Zealand complies with the following statutory updates effective from 1 April 2009: Increased maximum rate for ACC Earner Levy Increased Earners Levy rate Increased Student Loan threshold rates
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Changed Income threshold tax rate New tax codes ME and ME SL for PAYE calculations Changed Income threshold for ESCT Change to the rate of Compulsory Employer contributions to KiwiSaver Removal of ETC
7.21. Oracle HRMS for Norway

7.21.1. Release 12.0.3 (RUP3)
7.21.1.1. Use the Documents of Record Functionality to Store Document Information You can use the updated Documents of Record Self-Service functionality to store document information. You can now capture information specific to the Document Type Follow-up Plan. 7.21.1.2. Use the Modified NUS-2000 Code for the Employees Qualification Type You can now use the value set for the NUS-2000 Code field and add appropriate meanings for the qualification type. 7.21.1.3. Process Holiday Pay for Your Employees You can record various holiday absences for employees and administer holiday pay. You use the Absence Entry window to record different absences and other absence-related information, and then run the payroll to calculate the holiday pay. 7.21.1.4. Process All Absence Categories to Administer Absence Pay Effectively You can record all categories of absences such as sickness, parental leave and adoption to administer absence pay. You can use predefined elements and formulas to calculate benefits and deductions amounts easily. Record additional information at the employer and employee level to support absence pay process. 7.21.1.5. Generate Sickness Leave and Absence Statistics Report You can generate and submit reports to statutory authorities that list sickness and absence statistics. 7.21.1.6. Calculate the Impact of Reimbursements of Absence and Holiday Pay on Employer Contribution When you calculate the Absence benefit or Holiday Pay on the Absence amount to be reclaimed from the Social Security Office, Oracle HRMS enables you to calculate the portion of Employers Contribution that you reclaim.
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7.21.1.7. Use the Self-Service Tax Card Interface to Enter Tax Card Details The Tax Card User Interface enables you to enter data for a tax card in the Tax Card element. This interface opens in a browser and performs various validations on the data you enter. You can use this interface to manually create tax card details. 7.21.1.8. Generate Online Payslip Employees can view their payslip online using Self-Service HR. Oracle HRMS generates the payslip based on archived data. Providing this information reduces the number of pay-related questions salary administrators receive. 7.21.1.9. Stay informed with New Payroll Reports You can generate the following payroll reports using the Submit Request window: Employee Deduction reports o Norwegian Tax Levy Deduction Report: View tax levy deduction details per payee for a given period Norwegian Union Due Deduction Report: View union due deduction details per payee for a given period Norwegian Support order and other Deduction Report: Use this report to view support order and other deduction details per payee for a given period
Payroll Accounting Report: Audit and check consistency between the employers general ledger application and payroll application. Use this report for reconciliation purposes. Employer Contribution and Withholding Tax Report: View bi-monthly report on Employers Contribution and Withholding Tax End of Year Report: Generates the employees earnings and remunerations along with tax deducted information Salary Statistics Report: Comply with Statistics Norway and submit reports in their approved format
7.21.1.10. Process Payments for Employees Based on 2006 Taxation Changes Oracle HRMS provides legislative updates and changes to help you manage the processes as per the new values for 2006. These changes apply to tax tables, payslip, and holiday pay, and they enable you to upload tax table data per localization rather than per business group. 7.21.1.11. Process Payments for Employees Based on 2006 Legislative Changes Oracle HRMS provides legislative updates and changes to tax and statutory deductions to help you manage the processes as per the new values for 2006.
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7.21.1.12. Support Recent Legislative Changes The following changes have been made to support legislative updates for 2007: The End of year Archiver now archives information for both Employers and Employees. This is useful while generating Certificate of Pay and Tax Deducted report for each employee. The Archiver also archives the information for the new zones. The Employee Audit Report has a new field to display Dates/Days only for eligible employees A new criteria to group eligible codes to sum up the values or additional information Employers and Employees Register Report this new report displays all current and historic employments of an employee and the number of employees currently and historically employed in the organization. The report supports two formats Status Control and Continuous Reporting. Both these formats generate an electronic flat file, which you can submit to the NIA, and an Audit file, which lists the contents of the electronic file.
7.21.1.13. Use Advance Pay to Pay Employees in Advance The Advance Pay process enables you to pay employees in advance for holidays or other events. The process performs payroll runs for the periods to be advanced, using all date effective information in place, and stores the final net figure as the amount to be advanced. 7.21.1.14. Use RetroPay Functionality to Pay Backdated Amounts to Employees The Enhanced RetroPay core payroll process is now available for Norway. You can use either of the two RetroPay components: Correction: Use this option to recalculate tax and SI balances on adjusted earnings for each period and carry forward the difference in both earnings and deductions to the current period. Adjustment: Use this option to recalculate deductions after carrying forward the difference in earnings to the current period.
7.21.1.15. Print Batch Payslips You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF output. 7.21.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values Oracle Payroll has enhanced the payroll run to eliminate unwanted run result values. The payroll run no longer saves those null run results, that is, those run results that do not contain a value. This change improves the performance of the payroll run and reduces the space needed for the run results.
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Do not implement this feature if you have written your own reports that depend on null result values. Oracle Payroll does not suppress null run results unless your System Administrator has enabled this feature by: 1. Checking that the Generic Upgrade Mechanism contains an upgrade called Enable Sparse Matrix Null Run Result Values Functionality. 2. Running the Enable Sparse Matrix Null Run Result Values Functionality upgrade. 7.21.1.17. Implement Mandatory Occupational Pension Scheme Use the Mandatory Occupational Pension scheme to pay employer contributions to group pension funds for your employees. Using this feature, you can: Register information about various pension providers Register information about different pension types Map pension providers or agreements to employer Register pension information about employees or assignments
You can also: Estimate the employers pension premium and the Employers Contribution of pension premium per payroll run Estimate the Agreement Based Pension premium per payroll run Deduct the employees pension contribution per payroll run Enable an element for entering actual paid collective pension (Employers part) per employee
7.21.1.18. Use the Balance Initialization Process You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll. 7.21.1.19. Improve the Performance of Oracle Payroll Processing To improve payroll run performance, Oracle Payroll creates and maintains Latest Balance Values. If these values were not created, the payroll process would calculate balance values by summing the run results for all balances. This has a significant impact on the first payroll run. This release enables you to use Latest Balances for Oracle Payroll processing.
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7.21.2.

7.21.2.1. Comply with Legislative Changes for 2007/2008 This release delivers the legislative updates for 2008. Now, you can: Use the following updated reports and XML files: o o o o Norwegian End of Year Employee Certificate Report Norwegian End of Year Employer Contribution Summary Report Norwegian End of Year Employee Certificate XML File Norwegian End of Year Employer Contribution XML File
Use updated reporting codes, effective from January 2007. Use new rates for domestic travel, effective from 1-May-2008. Use new rates for Domestic Mileage rate for Electrical Driven Car, legitimated domestic night rates for hotel stay, and day trips that are not classified as official journey. Use revised National Insurance Base Rate, effective from 01-May-2008. Use the revised Preferential Loan Interest.
7.21.2.2. Comply with EOY0708 Legislative Changes effective from 2008 You can now use the following components to comply with End of Year Changes for 2008: Updated High-rate tables for 2008 New and changed tax municipals from 2008 Updated globals for 2008: o o o o o o Union dues pre tax deduction amount Free company cars Free boarding and lodging Tax authorities threshold rate for withholding tax on overnight travel Tax free card threshold amount Interest rate and preferential loans
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7.22. Oracle HRMS for Saudi Arabia

7.22.1. Release 12.0.7 (RUP7)
7.22.1.1. Use the Payroll Exception Report The core payroll process, Payroll Exception Report, is now available for Saudi Arabia.
7.23. Oracle HRMS for Singapore

7.23.1. Release 12.0.3 (RUP3)
7.23.1.1. Use Revised Foreign Workers Levy Rates and New Permit Categories Beginning 01-Apr-2007, employers employing workers in the construction and process industry, who are exempted from the Man Year Entitlement (MYE), have to pay a Foreign Workers Levy (FWL) to the Central Provident Fund (CPF) board. 7.23.1.2. Comply with New Regulations of the Central Provident Fund Beginning 1-Jul-2007, the Central Provident Fund (CPF) regulations have changed. The Oracle payroll application enables you to comply with these regulations and contribute to the CPF.
7.23.2.

7.23.2.1. Comply with the Latest SDL Updates From 1 October 2008, the Skills Development Levy (SDL) Act makes it compulsory for employers to contribute SDL for all employees up to the first $4,500 of gross monthly remuneration at a levy rate of 0.25%, subject to a minimum of $2, whichever is higher. For employees whose employment commences and ceases in the same month, the SDL is zero. Oracle HRMS complies with these changes for SDL contributions and calculations. 7.23.2.2. Use the Updated IRASLine Format From 01 Jan 2009, the IRASLine file specification is changed to version 5.0 to comply with the statutory update for IRAS Original Submission 2009. The changes include the following: New IRAS Date of Incorporation (for ERIS Start-ups) - required for A8B Header Use Surveillance System instead of Amplifier within the Furniture Expenses New Stock Option Type NSOP and validation of the number of A8B shares New File No on the A8B Changed address style Changed formats for IR8A, IR8S, A8A, A8B files
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7.23.2.3. Submit the CPF Line Report/Magtape Using the New CPF Submission Number From 01-Jan-2009, a new CPF Submission Number (CSN) is available for use with the CPF Line report and CPF Line magtape file. Employers must use this CSN while submitting their employees CPF contribution to CPF Board. CSN serves as a replacement of the previous identifier type Employer Reference Number (ERN). To accommodate the new UEN, the CPF Interface File specification is changed to enable employers to use a 15-digit CSN identifier in the text file instead of 7-digit ERN. Employers can use the latest CPF Line file specification version 2.0. The CPF Line report concurrent program validates the date that determines the use of the CSN or ERN. Please note that you can use the new CPF Submission Number (CSN) from 01-Jan-2009 only, and use the old CPF number prior to this date. 7.23.2.4. Use the Latest Rates for Mosque and Mendaki Fund Contributions The monthly contribution rates for the Mosque Building and Mendaki Fund (MBMF) have increased from 1st Mar 2009. Oracle HRMS for Singapore includes these rates for MBMF calculations and processing.
7.24. Oracle HRMS for South Africa

7.24.1. Release 12.0.3 (RUP3)
7.24.1.1. Generate and Submit Workplace Skills Plan Reports With R12.0.3, you can now generate and submit Workplace Skills and Annual Training Reports annually to your SETA. Submitting the Workplace Skills Plan Report results in a 15% refund of the Skills Development Levies employers pay annually. Submitting the Annual Training Report can result in an additional 45% refund. This feature includes the following: Workplace Skills Plan Setup and Maintenance process Workplace Skills Plan Preprocess Workplace Skills Plan Report ZA SDF Information organization type
7.24.2.

7.24.2.1. UIF Annual Limit Oracle HRMS South Africa now supports statutory changes to the increase in the annual Unemployment Insurance Fund (UIF) earnings limit and the official interest rate. The updates are as follows:
Oracle HRMS for South Africa
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Global value for Annual UIF Limit is now R149736 with effect from 1 October 2007. Global value for Official Interest Rate is now 11% with effect from 1 September 2007.
7.24.3.

7.24.3.1. Comply with Statutory Updates for End of Year (EOY) 2008 Oracle HRMS supports statutory changes for End of Year 2008 for South Africa, which include: Budget Speech changes for the 2008-09 tax year Tax Year End 2008 changes
7.24.4.

7.24.4.1. Use the Updated Official Interest Rate (effective September 2008) You can now use the updated Official Interest Rate, effective from 01-Sep-2008. 7.24.4.2. Use the Updated Official Interest Rate (effective March 2009) You can now use the updated Official Interest Rate, effective from 01-Mar-2009. 7.24.4.3. Use Tax Year End 2009 Changes Use new validations added to the Tax Year End Validation report and the exception log. 7.24.4.4. Use Budget Speech Changes from 01-Mar-2009 Use the updated Tax Table and global values, modified as per the Budget Speech on 11-Feb-2009.
7.25. Oracle HRMS for Spain

7.25.1. Release 12.0.7 (RUP7)
7.25.1.1. Use the Updated NIE Format Statutory updates support the new NIE format. You can now enter 8 digits NIE number instead of 7. 7.25.1.2. Share CAC Numbers at New Levels You can now share CAC numbers at the following levels: Amongst Work Centers
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Between the Work Centre and Legal Employer Contribution Account Type with Work Centre Details
7.26. Oracle HRMS for Sweden

7.26.1. Release 12.0.3 (RUP3)
7.26.1.1. Process Holiday Pay for Your Employees You can record various holiday absences for employees and administer holiday pay. You use the Absence Entry window to record different absences and other absence-related information and then run the payroll to calculate the holiday pay. You can process the holiday pay that the employees accrue based on the different kinds of earnings and remuneration they earn in the holiday year. 7.26.1.2. Use the Balance Initialization Process You can set up and load initial balance values before you begin to process payrolls. The balance initialization process helps you to accurately calculate legislative deductions in Oracle Payroll. 7.26.1.3. Process Sickness Pay for Your Employees You can process sick pay to calculate sick pay, sickness deductions, and waiting day deductions along with the payroll run. The solution contains predefined examples. These examples cover the basic rules from statutory requirements and are working examples. If your requirement exactly matches the predefined examples, then you can configure the examples to use them as solutions. Otherwise, you must create new formulas and elements with your organization-specific logic. You can then configure these new formulas and elements to work as a solution. 7.26.1.4. Generate Online Payslip Employees can view their payslip online using Self-Service HR. Oracle HRMS generates the payslip based on archived data. Providing this information fulfils statutory requirements and also reduces the number of pay-related questions salary administrators receive. 7.26.1.5. Use the Tax Card User Interface to Enter Tax Card Details The Tax Card User Interface enables you to enter data for a tax card in the Tax Card element. This interface opens in a browser and performs various validations on the data you enter. You can use this interface to create tax card details manually. 7.26.1.6. Manage End of Year Changes for 2006 Oracle HRMS provides legislative updates and changes to tax and statutory deductions to help you manage the processes as per the new tax table values and employer tax percentage break-up values for 2006.
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7.26.1.7. Generate Payroll Reports for Statutory Compliance The following new reports are added to meet statutory requirements. Swedish Tax Declaration Report Swedish Direct File Transfer Report Swedish Statistics Office Report Swedish Short Term Employment Statistics Report Swedish Holiday Pay Debt Report Swedish FORA Report Swedish Wages and Salaries Statistics Report Swedish Tax Declaration XML File Report Swedish Work Time Certificate Report Swedish Income Statement Report
7.26.2.

7.26.2.1. Generate and Submit ALECTA Report You can now generate and submit the monthly ALECTA report to the tax authorities. Use this report to submit details of salary changes, terminations, new employees, and internal movement of employees within a group of companies. 7.26.2.2. Print Batch Payslips You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF output.
7.26.3.

7.26.3.1. Use Updated Tax Tables and Tax Declaration Report Use the updated Tax Tables and Tax Declaration Report for Sweden, modified to comply with legislative changes for 2009. 7.26.3.2. Use Updated Income Statement Reports and KU Reports (End of Year Changes 2009) You can now use the Income Statement Reports and KU Reports updated to comply with End of Year Changes for 2009.
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7.27. Oracle HRMS for United Arab Emirates

7.27.1. Release 12.0.7 (RUP7)
7.27.1.1. Use the Payroll Exception Report The core payroll process, Payroll Exception Report, is now available for UAE.
7.28. Oracle HRMS for United Kingdom

7.28.1. Release 12.0.3 (RUP3)
7.28.1.1. No Longer Need to Specify the National Identifier When Hiring Employees in SSHR When using Self-Service HR, the National Identifier field is no longer mandatory in the Hire Employee process flow. 7.28.1.2. Calculate Accurate Average Earnings for Employees with Multiple Assignments Oracle Payroll now calculates accurate average earnings for employees with multiple assignments when one of the assignments started after the qualifying period. 7.28.1.3. Generate Accurate Payroll Calculations Subsequent to Performing a Reverse Payroll Run To view a payroll run in the Reversals form, you must set the session date to be on or after the effective date of the run you want to reverse. However, this can cause conflicts for positive offset payrolls, because you would have to set your session date to a date into the next period. That session date would then be used to calculate the Time Period ID of the reversal action (the period start and end dates must span the current effective date). Oracle Payroll would then select the next Time Period ID to be the reversal Time Period ID for a run in the prior time period. In R12.0.3, you can now use the session date to be the date paid of the runs payroll action (to view the run action). When you reverse it, Oracle Payroll chooses the same Time Period ID for the reversal as for the run. When doing a reversal with a positive offset payroll, set your session date to be equal to the date paid (effective date) of the run you wish to reverse. This ensures the effective date and Time Period ID are correct. 7.28.1.4. Display Accurate Details in the Payroll Summary Report The Payments Summary Report no longer includes values from the previous pay period when running against a positive offset payroll. This occurred when the payment date of the previous period fell into the current period.
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7.28.1.5. Accurately Employ Adjustments Against Court Order Elements Oracle Payroll now correctly applies Replace type adjustments made against COURT ORDER elements for the first months payroll process and all subsequent payroll runs. 7.28.1.6. Specify Average Earning Amounts for Maternity Pay You can now manually specify average earnings in the Average Earning block on the Statutory Payments form for rehired employees whose qualifying week fell into the previous period of employment. 7.28.1.7. Display the Correct Week in the Pay Advice Report For positive offset payrolls, the Pay Advice report now correctly displays the correct week. For example, 49 for week number 49, rather than 50. 7.28.1.8. Use the Date Worked Payment Method to Pay Non-Recurring Claims Use the Date Worked Payment method to easily pay ad-hoc hires and to support nonrecurring claims. This feature enables you to pay part-time salary and OSLA claims. If you want to enable the Date Worked Payment Mode, you must ensure that all Claims (Normal Claims and Retro Claims) elements have the Date Worked Input Value added.
7.28.2.

7.28.2.1. Use the New NUVOS Pension Scheme to Comply with Recent Statutory Updates A new legislation has come into effect from 31 July 2007 that introduces a new pension scheme called NUVOS. All new entrants, employed within the public sector, who enroll in a pension scheme on or after 31 July 2007, are eligible to join this new pension scheme. Oracle HRMS supports changes to implement this new Penserver Scheme. 7.28.2.2. Use the New Local Government Pension Scheme (LGPS) to Comply with Statutory Changes To support the statutory changes coming into effect from April 1, 2008, Oracle HRMS for UK delivers a new method to calculate employees' pensionable pay and process pensionable contribution for the local government pension scheme (LGPS). With this release, Oracle HRMS calculates contractual pensionable pay for each assignment using the applicable historic rates and other applicable calculations. The application uses the contractual pensionable pay to process pension contribution. 7.28.2.3. Comply with Statutory Changes to P46 Car EDI Employers are required to submit details of all company cars to the HMRC on a quarterly basis. You can do this either on paper, using form P46 (Car) or electronically. Oracle HRMS provides functionality to allow customers to submit the P46 (Car) information through EDI, using the message type P46CAR.
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7.28.2.4. Comply with Statutory Updates to P14 EDI Oracle Payroll now supports changes to the P14 EDI process to comply with the HMRC Implementation guideline document. The document requires these changes to validate the data and output in GFF File format. 7.28.2.5. Comply with Pre-Budget Statutory Updates On 9 October 2007, the Chancellor of the Exchequer delivered the pre-budget report. The new figures affect certain calculations within UK payroll systems, national insurance, and statutory payments. Oracle Payroll implements these changes with effect from 6 April 2008. Oracle Payroll also supports changes to the calculation of PAYE, announced in the budget statement in April 2007, with effect from 6 April 2008 to ensure continued compliance with the UK legislation for 2008/ 2009 tax year. All UK Payroll customers require these changes, which are as follows: Changes to National Insurance Thresholds
Timing
LEL
ET 105.00 453.00
UEL 770.00 3337.00
Weekly 90.00 Monthly 390.00 Yearly
4680.00 5435.00 40040.00
Changes to Basic rate- Basic Rate - 20% Changes to Statutory Payments Rates SSP rate - 75.40 SMP standard rate - 117.18 SAP standard rate - 117.18 SPP standard rate - 117.18
7.28.2.6. Comply with Start of Year Statutory Updates Oracle Payroll now supports an enhanced Start of Year process to provide improved performance and reporting. 7.28.2.7. Comply with NI Rollup Statutory Updates Oracle Payroll supports changes to the conditions for contribution rollup and LEL rollup to comply with statutory requirements and ensure correct reporting of NI figures. 7.28.2.8. Comply with Statutory Updates to In Year Filing Reports From 6 April 2008 there are certain changes to the business rules surrounding the completion and issue of In-year forms. Previously, the mode of transmission for all EDI In-year messages used the MOVDED Version 3.0 message type. This year, EDI In-year messages use the MOVDED Version 5.0 message type. According to legislative
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requirements, after 05-Apr-2008, the HMRC will reject existing processes and their associated MOVDED 3.0 files. To support these changes, Oracle Payroll includes the following changes: Renamed the existing processes as follows: P45(3) EDI Process to P45(3) EDI Process - pre 06-Apr-2008 P46 EDI Process to P46 EDI Process - pre 06-Apr-2008 Pension Notification EDI Process to Pension Notification EDI Process - pre 06Apr-2008 P45(1) EDI Process to P45(1) EDI Process - pre 06-Apr-2008
Oracle Payroll now supports the following new processes and their associated 5.0 message file types to support HMRC requirements effective 06-Apr-2008: P45PT3 EDI Process P46 EDI Process PENNOT EDI Process P45PT1 EDI Process
Additionally, there are updates to the current application to generate EDI reports in line with the HMRC specifications.
7.28.3.

7.28.3.1. Comply with Recent Statutory Changes Statutory updates support the following: P14 EDI - include changes to header, tax year-end, and Recipient ID as well as changes to the Year End Reconciliation Report. P60 Report - effective April 2009, Oracle Payoll will no longer support the Year End P60 Report Type A, Year End P60 Report Type LE (only the postscript format), Year End P60 Report Portrait (only the postscript format versions of the P60 reports. You can however, continue to run the PDF format for the Year End P60 Report Type LE (PDF) and Year End P60 Report Portrait (PDF) reports. Pre-Budget Changes for 2009-2010 - these include changes to: o o o National Insurance Thresholds Changes to PAYE Rates Changes to Statutory Payments Rates
NI - includes changes for the tax year 2009/2010 to cater to National Insurance (NI) calculation in respect of the contracted-out rebate.
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In Year Filing Reports - from 6 April 2009, legislative requirements mandate making certain changes to the validation for the EDI message types, and new message versions will come into use (Version 6). After 05-Apr-2009, HMRC will reject the existing processes and their associated Version 5, however you can use this version until then. The existing processes are renamed as follows: o o o o P45PT3 EDI Process V5 - pre 06-Apr-2009 P46 EDI Process V5 - pre 06-Apr-2009 PENNOT EDI Process V5 - pre 06-Apr-2009 P45PT1 EDI Process V5- pre 06-Apr-2009
From 06-Apr-2009, the HMRC will accept only the following newly created processes and their associated V6 messages: o o o o P45PT3 EDI Process V6 P46 EDI Process V6 P46PEN EDI Process V6 (PENNOT) P45PT1 EDI Process V6\
P11D - use the updated format of the P11D and accompanying worksheets in line with the specification for 2008-09. To comply with the HMRCs specifications for 2008-2009 and the business requirements of the EEC1 Expenses and Benefits Returns on Magnetic Media, Oracle Payroll now provides an updated EDI file. The changes include: o o o The calculations for 2008/09 use 365 days as a basis. The interest rate in the calculation of loans is now 6.10%. A new fuel type G available for cars capable running on E85 fuel (bioethanol). A new calculation added for certain Qualifying Low Emissions Cars (QUALECs).
Report changes - use a new A4 version of the paper form P45 effective October 2008, mandatory for all UK employers effective 6 April 2009. Oracle Payroll now supports the following stationery types: o o o P45 (Laser-Sheet) P45 (online) - Plain paper A4 Computer generated version To update and simplify the operations of the tax system, the HMRC has introduced a new paper form, P46 (Expat) Starter Notification, effective from 06-Apr-2009. This form enables employers to send notification to HMRC for certain new ex-patriate employees. This form is also a part of the mandatory electronic in-year filing for medium and large organizations.
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7.29. Oracle HRMS for United States

7.29.1. Release 12.0.4 (RUP4)
7.29.1.1. Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5, and IPEDS Reports EEOC introduced the Ethnic Origin category Two or More Races for 2007 EEO-1 reporting. The agency reports for EE04, EEO5, and IPEDS do not recognize this category and use the previous ethnic categories. To ensure that your reports cover all employees, you can now run exception reports to identify and correct invalid entries. The EEO4, EEO5, and IPEDs exception reports list the names of employees and their assignment numbers. The exception report also cites the reason for the invalidating employee records. After completing any missing information, you can run the final reports. 7.29.1.2. Obtain VETS-100 Reports Based on the Previous Year When you produce the VETS-100 reports, you must create a report that covers the previous 12 month period. To ensure that the report covers the appropriate time span, this release replaces the date fields (Report From Date and Report To Date) with the date on which the 12 months conclude: 12 Month Period End Date. The field change affects the following reports: VETS-100 Suite Of Reports VETS-100 Veterans Employment Report VETS-100 Consolidated Veterans Employment Report VETS-100 Veterans Employment Report - all estabs VETS-100 Employment Listing Electronic VETS-100 Report
7.29.1.3. Statutory Changes to EEO-1 Paper and Magnetic Reports EEO-1 paper and magnetic reports now include the 2007 statutory changes for Job Category descriptions (US_EEO1_JOB_CATEGORIES) and Ethnic Categories (US_ETHNIC_GROUP). 7.29.1.4. Control Resident Wage Accumulation and Tax Calculation Oracle Payroll calculates tax withholding and accumulates wages based on rules provided through the tax interface with Vertex. Changes within the Vertex tax engine significantly improve the handling of multiple work jurisdictions and enhance the processing of reciprocity rules at state and local levels. Using the Standard or Enhanced Tax Interface, your employees accumulate wages even when state and local taxes are not withheld. After enabling the Enhanced Tax Interface plus Wage Accumulation, you can override the standard behavior by setting options at the GRE and employee levels to
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control how your employees work taxes affect their taxes at residence locations as well as determine whether wages should be accumulated at their residence location. See: Wage Accumulation using the Enhanced Tax Interface 7.29.1.5. Use Open Plan Solution Formats for TIAA-CREF Files In response to the adoption of Open Plan Solution (OPS) TIAA-CREFF transmission format, you can now produce the TIAA-CREFF files using the appropriate format. The TIAA-CREF OPS Layout report replaces the previous TIAA-CREF Transmission Report Set. 7.29.1.6. Capture Make-up Amounts for Roth Contributions on W-2s Under the Uniformed Services Employment and Reemployment Rights Act (USERRA), employees who served in the military can make up retirement plan contributions. Employees can designate after-tax investment amounts for prior years for Roth 401k and 403b. Previously, the W-2 form reported the current year amounts only for Roth 401k and Roth 403b. Now, the W-2 displays the make-up amounts taken for prior years, including the amount, the appropriate code (AA for Roth 401k or BB for Roth 403b), and the designated year of the make-up amount. This release adds two options for Roth 401k and Roth 403b to the concurrent program Create USERRA Balances and modifies the Year End Pre-Process to archive USERRA balances. For the generated Roth 401k and 403b elements, the Year End Pre-Process archives the date of designated Roth contributions using the elements input value Year of Prior Deferrals. Elements feeding the Roth USERRA 401k and 403b balances automatically feed the standard Roth 401k and 403b balances (W2 Roth 401k and W2 Roth 403b). 7.29.1.7. Identify Initial and Subsequent Corrections on W-2Cs When you correct a W-2, Box A, the printed form should display W-2 for the first correction, and W-2C for all subsequent corrections. You can now choose a print instruction when producing the correction W-2s, so that the resulting form displays W-2 in Box A for an initial correction, and C for all subsequent corrections. 7.29.1.8. Submit the Florida State Quarterly Wage Listings File in XML Format The Florida Department of Revenue (FDOR) accepts UCT-6 Florida unemployment compensation returns electronically using the Extensible Markup Language (XML) format. Using Oracle HRMS, you can submit the State Quarterly Wage Listings (SQWL) file in XML format. You can generate the Florida SQWL file by running the SQWL concurrent manager process for Florida and send the resulting XML file (.mf file) to FDOR. Before generating XML output, you must first complete information for the GRE/Legal Entity in the SQWL Employer Rules (1) and SQWL States Transmission Rules.
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7.29.2.

7.29.2.1. Comply with State of Maryland - W-2 Magnetic Media Updates Updates have been applied to comply with the State of Maryland (MD) revised RE record specification for the State W2 magnetic media. 7.29.2.2. Comply with Social Security Administration Changes Magnetic Media Reporting and Electronic Filing (MMREF) publications have been renamed to Specifications for Filing Forms W-2 Electronically (EFW2), formerly MMREF-1. All references to MMREF have been replaced with EFW2. 7.29.2.3. Comply with JIT and School District Updates JIT (Jurisdiction Information Tables) and School District tables have been updated to comply with Vertex tax changes.
7.29.3.

7.29.3.1. Correctly Print Multiple Child Support Attachment Numbers and Amounts on Third Party Checks and Third Party NACHA Output Functionality has been enhanced to ensure that amounts and attachment numbers are correct for third party checks and third party NACHA output when the employee has more than one wage attachment and all are attached to the same pay method. 7.29.3.2. Override Garnishment Minimum Wage Rules and Factors to Comply with non-Standard Involuntary Deduction Requirements This new feature provides the flexibility to define the Minimum Wage "Rule" and "Factor" at the Element Extra Information level and have garnishments deducted as per the specified rule. You now have the option to use State Minimum Wage or Federal Minimum Wage and a Factor of Federal or State Minimum Wage to comply with consumer credit and judgment type wage attachments. As an example, you will now be able to comply with a new consumer credit category recently instituted by the state of Iowa that creates an exemption of 40 times Iowa minimum wage and a judgment category that creates an exemption of 30 times Iowa minimum wage. 7.29.3.3. Create Custom BI Publisher Templates for Payroll
This new feature provides the flexibility of choosing a custom template group while running certain XML based Payroll reports such as XML Checkwriter and Local Year End Interface Extract.
7.29.3.4. Use New Retro Overlap Functionality A new mechanism, Retro Overlap, has been introduced to eliminate overlaps in Retropay processing. This mechanism uses balance adjustments to self adjust the balances within Retropay to ensure that they are correct at the time of recalculation while also potentially improving performance.
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7.30. Oracle iRecruitment

7.30.1. Release 12.0.3
7.30.1.1. Automatically Enroll New Hires into Compensation Plans Included in their Jobs Offers Until now, when HR professionals hired iRecruitment applicants as employees, they manually enrolled the new hires in the compensation plans offered to them. In this release, HR professionals can automatically enroll new hires in the compensation plans included in their offer letters by running the new iRecruitment Create Enrollment Process. This program processes the compensation plans associated with an offer and creates the enrollment records for the employee.
7.30.2.

7.30.2.1. Use the Changed Vacancy Status Field When Creating or Updating Vacancies With this release, the following values are not available to managers in the Status field, when they update or search for vacancies: Pending Unapproved Rejected
7.30.2.2. Reconsider Terminated Applications Recruiters and hiring managers can now reconsider applications that have been terminated by error or the applications that need to be reconsidered. Recruiters will be able to reconsider terminated applications using the Candidate Application Details page. 7.30.2.3. View Annualized Salary Details When Creating or Updating Offers When managers create or update offers, the Salary Information region now displays annualized salary and annualized FTE salary based on the selected salary basis and the proposed salary. iRecruitment considers the work hours and work frequency of the applicant while calculating the annualized salary. For example, you are creating an offer for an applicant for the position of a Manager position in Vision Corporation. The default work hours of this business group is 40 and work hours frequency is Week. You select an hourly salary basis where the hourly salary rate is $50. iRecruitment calculates the annualized salary as (40 * 52 * 50) = 104000 and the annualized FTE salary as (40 * 52 * 50) = 104000. If the applicant chooses to work 20 hours per week for the hourly salary rate of $50, then the annualized salary would be calculated as (20*52*50) = 52,000. This enhancement helps managers to enter correct salary for their offers.
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7.30.2.4. Warn Managers Or Display an Error Message if an Active Offer Exists During Offer Extension Changes to the IRC: Allow Multiple Offers for Candidate profile option enable you to define the appropriate setting for managers or recruiters when they try to extend more than one offer to an applicant. If an active offer exists for an applicant, then you can warn managers that an offer already exists for that applicant by setting the profile option value to Warning. You can also prevent managers from extending more than one offer to an applicant by setting the profile option value to Error. When managers search for an applicant to create an offer, they can verify whether an active offer exists for that applicant using the Active Offer Exists column on the View Applicants page. 7.30.2.5. View Offer Status and Offer Last Update Date for Applicants On the View Applicants page, managers or recruiters can view the offer status for applicants. This page also displays the last update date for offers. This benefits managers, as they need not drill down to the Candidate Details page to view the offer status. 7.30.2.6. View Offer Approval History Recruiters or managers can view the approval history of an offer at any stage in the offer process. The offer approval history details include the offer status, offer approver, approver type, approval status, approval date, and any comments on the offer. Recruiters can view the offer approval history using the Offers Workbench page. They can click the Approvers icon to view the approval history. For individual applications, managers can view the offer approval history in the Offers tabbed region of the Candidates Details page. 7.30.2.7. Search for Closed Offers Recruiters can now search for offers that are closed with the following reasons: Applicant declined acceptance Applicant hired Applicant withdrew application Manager closed offer Manager terminated application Offer accepted by applicant Offer declined by applicant Offer expired Offer rejected by approver Offer withdrawn
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7.30.2.8. Withdraw Offers iRecruitment now enables recruiters and hiring managers to withdraw offers extended to applicants. When applicants decline offers after acceptance managers can record this information using the Applicant Declined Acceptance page. Recruiters or hiring managers can withdraw offers that are the following statuses: Pending for Approval Pending Extend Duration Returned for Correction Approved Extended Hold Closed, with offer reasons as Offer Accepted by Applicant or Offer Declined by Applicant
7.31. Oracle Labor Distribution

7.31.1. Release 12.0.3 (RUP3)
7.31.1.1. Use Employee Work Schedules to Distribute and Encumber Labor Costs In Oracle Labor Distribution, Monday to Friday are considered business days and the labor cost is distributed only on these days even if an employee works during a Saturday or a Sunday. Employees in an organization may work on varying schedules; for example, an employee may work Saturday through Wednesday, and another may work Monday through Friday. With this new functionality customers can have Oracle Labor Distribution distribute and encumber labor costs based on the work schedules of the employees. Customers can also configure Oracle Labor Distribution to distribute and encumber the hours an employee worked during a payroll time period. They can import any element containing hours and costed in Oracle Payroll into Oracle Labor Distribution to distribute the costs using this new feature. 7.31.1.2. Set Up Clearing Accounts for Multiple Payrolls Labor Distribution administrators can now set up clearing accounts for multiple payrolls in Oracle Labor Distribution. This feature is useful if, for example, your organization has business units or operating companies with a need to maintain separate transactions. You can now set up those clearing accounts at the payroll level in Oracle Labor Distribution to accurately identify the transactions of each payroll. With this enhancement, each payroll can have a dedicated clearing account for use with Oracle Labor Distribution thus enabling you to reconcile the clearing accounts with ease.
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7.31.1.3. Process Payroll Reversals, Balance Adjustments, and Retroactive Payments More Easily Oracle Labor Distribution imports reversals, balance adjustments, and retroactive payments when you import a regular payroll run. As a Labor Distribution administrator, you only need to run the PSP: Import Payroll Transactions once to import a regular payroll along with other payroll actions for reversals, balance adjustments and retroactive payments that you costed in Oracle Payroll. In addition, you only need to run the PSP: Create Distribution Lines process and PSP: Summarize and Transfer Payroll Distribution process once to distribute and transfer all the imported transactions. 7.31.1.4. Specify Accounting Dates When Transferring Distribution Lines to Oracle General Ledger, Oracle Projects, and Oracle Grants Accounting As an implementer, you now have the flexibility to specify the accounting date that Oracle Labor Distribution must use when transferring distribution lines into Oracle General Ledger. 7.31.1.5. Use Parameter Sets to Run Scheduling and Distribution Reports More Easily To simplify the process of generating reports, Oracle Labor Distribution now enables you to use parameter sets in all the scheduling and distribution reports. For example, if you frequently run the Distribution History by Organization report where you need to select one or more organizations, then you can create a parameter set to store the organizations. You can use the parameter set in the process to quickly run the report.
7.31.2.

7.31.2.1. Rollback Create Distribution Lines Process for All Periods by Providing the Highest Time Period Name When you import multiple periods together, the Create Distribution Lines process runs only on the maximum time period among them and automatically pulls in all the other periods. However, the Rollback CDL process needed the periods separately to do a rollback. With this release, you can enter the higher time period name to rollback CDL for all other periods as well. This is useful to rollback CDL for multiple periods that you imported together. To accommodate this change, the application now uses the rollback based on the maximum time period value in the Rollback Concurrent Program, which in turns rolls back the child periods as well. 7.31.2.2. Use New Predefined Salary Cap Rates You can now use new predefined salary cap rates for 2008. You use salary caps for sponsors to enable the Create Distribution Lines process to determine excess funds. 7.31.2.3. Control the Behavior of the Import Process With this release, you can use the Ignore Date Earned in element entries configuration option to control the behavior of the Import Process to Labor Distribution. To enable distribution to happen based on pay period start and end dates, you can set the configuration option to Yes. To enable distributions based on element entry date earned values, you can set the configuration option to No.
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7.32. Oracle Learning Management

7.32.1. Release 12.0.2 (RUP2)
7.32.1.1. Check Duplicate Contacts for External Learners In Learning Management Release 12, if a learners name is manually entered in the Enrollment Details Form, as opposed to being selected from a list of values (LOV), there is a possibility that a duplicate contact entry will be created due to a missing validation check on manual entries. With RUP2, a validation has been added to check for matching names. When a duplicate entry is identified, the administrator will receive a warning message and the new contact will only be created if approved by the administrator.
7.32.2.

7.32.2.1. Use Keywords to Search for Courses in OLM In addition to the course name, the basic search and advanced search features now use keywords to search for courses. A new 'Keyword' search field is available on the Advanced Search page.
7.33. Oracle Performance Management

7.33.1. Release 12.0.7 (RUP7)
7.33.1.1. Support Decimal Values for Fields Using Quantitative Measurement Style While Creating Objectives Accurate and precise targets drive most businesses. This enhancement supports decimal values for the following components of the quantitative measurement style while creating objectives: x x x x Target value Number Percentage Currency
7.33.1.2. Create Appraisals For New Joinees And Transfers-In Whose Employment Start Date Is Later Than the Appraisal Task Start Date For new hires and employees who have transferred-in to your organization and are part of the performance-management plan population, even if their employment start date is later than the appraisal task start date, you can now create appraisals. When you run the Mass Appraisal Creation program to republish the performance management plan, the process creates appraisals for new joinees and transfers-in.
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7.33.1.3. View the Status of Scorecards and Appraisals of Workers Who are no Longer Part of Published Plan Population HR professionals and managers can now view the status of scorecards and appraisals of workers who are no longer part of the published plan population, for example, because of termination or transfer to another plan. When you republish the performance management plan, the application does not delete the appraisals and scorecards of terminated or transferred workers. The application changes the status of these appraisals and scorecards to Transferred from Plan. This status is displayed for all scorecards and appraisals of workers, irrespective of whether they are terminated or transferred from the published plans. Managers or HR professionals can view the scorecards and appraisals with Transferred from Plan status on the Monitor Plan page using the HR Professional or HRMS Manager responsibilities. They cannot view the scorecards or appraisals with Transferred from Plan status using Employee or Manager Self-Service responsibilities. Note that the application changes the status only when you run the Publish Performance Management Plan program. 7.33.1.4. Provide Complete % Value Either More than or Less than 100 for Objectives When a manager or worker enters a percentage-complete value to record the objective progress, the Complete % value need not be 100 on the achievement date. The value can be greater than 100 or less than 100 to indicate a measure of achievement. For example, a manager can enter 40% to indicate achievement below expectations or 120% to indicate achievement above expected performance. 7.33.1.5. Update Description Details of Objectives Created by Employees Oracle Performance Management provides a new HR: Allow Updates To Objective Details Added By Appraisee profile option that HR Professionals can set up to determine whether managers can update the objectives and objectives details added by employees. This enhancement provides enterprises the flexibility to determine whether managers can update the objectives and objectives details added by employees according to their business requirements. 7.33.1.6. Add Jobs and Job Competency Requirements During An Appraisal Period Enterprises can create jobs and job competency requirements the workforce must have to deliver business success. Oracle Performance Management now allows you to add new jobs and the competency requirements of the new jobs to an appraisal during the appraisal period. If you create new jobs after the appraisal period start date, and add job competencies to these jobs, then the new job competencies will get added to the appraisals on clicking the Add Job Competencies button on the appraisal. Through this enhancement, enterprises have the flexibility to add jobs created in the middle of an appraisal period. If you change job competency requirements during an appraisal period, the application uses the competency requirements as of the system date. If you change the job competence requirements, then appraisees on the same job may use different target levels when creating appraisals on different dates within the appraisal period. For employees on the same career level, the target level for the same job competency will vary depending on when the employee creates the appraisal. If one employee creates the appraisal before
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the new target level is effective, then that employee has a different target level from that of another employee, who creates the appraisal after the new target level is set. Hence employees on the same job will be evaluated using different competency requirements for the same job. For example, for the Communication competency for the Manager job, the target level is set to 3 as on 01-Jan-2008. During the appraisal period (01-Jan-2008 to 31-Dec-2008), the target level of the Communication competency for the Manager job is changed to 4 on 01-Apr-2008. When an employee on the Manager job creates an appraisal on 10-Jan-2008, the target level for the competency is displayed as 3. When another employee on the same Manager job creates an appraisal on 20-Apr-2008, the target level for the competency is displayed as 4. Thus, the competency requirements will differ for employees on the same job within an appraisal period, if the job competency requirements are changed. Note: Enterprises must ensure that job competency requirements for existing jobs are not updated, once an appraisal commences. This is because if you change the job competence requirements, then appraisees on the same job may use different target levels when creating appraisals on different dates within the appraisal period.
7.34. Oracle Self-Service Human Resources

7.34.1. Release 12.0.2 (RUP2)
7.34.1.1. Allow Transition Initiator to Delete Pending for Approval Transactions In Release 12, when a manager or employee submits a transaction for approval in SelfService Human Resources, no further action is allowed by the initiator while the transaction is pending approval, preventing users from deleting inaccurate transactions. RUP2 introduces a new system profile that, when enabled, allows the initiator of a transaction to delete a transaction at any level in the approval chain while it is pending approval. This feature can be enabled using the new system profile HR:Enable Initiator to Delete a Pending-Approval Transaction. When the profile is set to Yes, the initiator of a transaction will be allowed to delete Pending for Approval transactions. When the profile is set to "No," the initiator will not be allowed to delete Pending for Approval transactions. 7.34.1.2. Self-Service Change Pay Rate Functionality Self-Service Human Resources (SSHR) Release 12 does not provide the ability to alter a future salary adjustment, nor does it support multiple future salary adjustments. These limitations are especially problematic in cases of guaranteed salaries where a manager must obtain approval for multiple salary adjustments on future dates. (For example, a company may guarantee an employee a 5% salary increase every 6 months for the next 2 years). In RUP2, Change Pay Rate functionality has been enhanced to: Allow multiple pay actions (Create/Update/Delete) as part of one transaction Support Salary Basis change (with option to restrict)
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Display Employee Pay Change History Propose future base salary changes Update future base salary (where payroll has not been processed) Delete one or more future base salary changes (where payroll has not been processed) Support Quintile, Quartile, Percentile, and Comparatio Display Annual Equivalent, Annual Full Time Equivalent, and Annualization Multiple Display Part time factor, Work Hours, Employee Local Currency, Last Payroll Run Display Peer Averages and Peer History (using secure view) Display amounts in user preferred currency
This enhancement is an optional upgrade for existing customers. Customers who do not wish to upgrade can continue to use the current Self-Service Change Pay Rate functionality.
7.34.2.

7.34.2.1. View Accrual Balances for Employees Across Business Groups As a manager, you can now view accrual balances for employees across business groups. 7.34.2.2. Avoid Errors When Routing Approvals in Oracle SSHR Currently, workflow transactions that use the SSHR approval process "Notification process for approvers and notifiers" end in errors for the following reasons and users cannot track such transactions: When an approver does not approve a transaction within the time period, the workflow updates the corresponding Oracle Approval Management (AME) transaction type with the No Response status. Then, the workflow tries to route the notification to the approvers supervisor based on the approval chain. If the supervisor is not available, then the workflow displays an error. If the AME transaction type is incorrectly setup, then the workflow cannot route transaction for approvals. This happens because the workflow uses the list of recipients defined in the transaction type.
Using AME, you can define the adminApprover configuration variable for a transaction type. The adminApprover variable identifies the person or user account that AME identifies as the administrator who can correct the hierarchy issue so that transactions get processed without any errors. With this release, Oracle SSHR notifies the administrative approver identified by AME indicating that an exception has occurred for transactions that use the SSHR approval process "Notification process for approvers and notifiers".
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The administrative approver receives notifications: When a user submits the transaction on the Review page, even after receiving the Oracle Approval Management (AME) transaction type incorrect setup error. When the approval chain is broken and workflow cannot route the transaction to the next approver. For example, the workflow routes transactions from employee A to employee B, and then from B to employee C. Once the approval process starts, C resigns from the enterprise. When employee B approves the transaction, the workflow process sends a notification alerting the administrator about the break in the approval chain. When an approver does not approve a transaction within the time period, and if a supervisor is not available for the workflow to route the transaction.
7.35. Oracle Talent Management

7.35.1. Release 12.0.4 (RUP4)
7.35.1.1. Manage Offline Appraisals Main appraisers, appraisees, and other participants can download in-progress appraisals in Microsoft Excel format, to update the appraisals without connecting to the application (for example, away from the workplace), and upload them later. This feature gives them the time and privacy to complete either their own or other workers appraisals. 7.35.1.2. Web ADI Support for Succession Planning Data Update Oracle HRMS delivers a new Maintain Succession Plans function with the predefined Manager Self-Service responsibility. This new function supports a Web Applications Desktop Integrator (Web ADI) spreadsheet that managers can use to retrieve and update the succession information that is stored in the succession planning tables.
7.36. Oracle Time and Labor

7.36.1. Release 12.0.2 (RUP2)
7.36.1.1. Automatic Days-to-Hours Conversion In Time and Labor Release 12, users are restricted to entering their time in Hours because Oracle Projects does not support time entered in Days. In RUP2, Time and Labor introduces automatic days-to-hours conversion, so that users can enter Hours and Days within a single timecard and the system will convert the Days into Hours for Oracle Projects. To utilize this feature, a user creates a Time Category including all elements requiring conversion from Days to Hours. The conversion factor (from Days to Hours) will be calculated by retrieving Normal Hours from Employees Assignment and Number of Days in Assignment Frequency from OTL Preferences.
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7.36.1.2. Mixed Format Entries In Time and Labor Release 12, when the Self Service Preference to Allow Rules Evaluation preference is set to Yes, the application will not allow mixed time format entries. With RUP2, Time and Labor introduces an enhancement that allows users to enter mixed format entries for certain time elements, based on specific conditions. For example: Users can enter "Regular" as Start time and End time format (09:00 12:00) and "Lunch" as Number of hours (2 hrs) in the same time card. This feature also allows users to define whether or not a particular element should be included in "OTLR - Oracle Time and Labor Rules" explosion. When users mark a particular element as Exclude from Explosion, Time and Labor will allow entry of mixed time format for that element while excluding that element from timecard explosion.
7.36.2.

7.36.2.1. Use the Multi-Threaded Archive and Restore Process You can now use OTL with multi-threading in the Archive Data Set Process enabled. Based on internal logic calculations, the Archive Data Set process decides the number of worker processes. For more details of the new Multi-Threaded Archive and Restore Process, please refer to My Oracle Support note: 433929.1
7.37. Oracle US Federal Human Resources

7.37.1. Releases 12.0.5 (RUP5)
7.37.1.1. Process Pay for Employees Based on the Title 38 Public Law HR specialists can now process pay banding programs for employees who are physicians and dentists according to the Title 38 Code of Federal Regulations. For employees who are physicians and dentists, you can now: x Record specific position details such as the specialty code and the tier information. The tier information determines the pay range that the application uses to process pay calculations. Process pay components such as the basic pay and market pay. Process GP and GR type of pay plans.
x x
7.37.1.2. Use Multiple Legal Authority Descriptions When Processing AFHR Employees In response to the OPM statutory requirements, you can now select more than one description for a Legal Authority Code (LAC) when processing RPAs for AFHR employees. The application maintains a history of description changes to the LACs.
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7.37.2.

7.37.2.1. Comply with Inspector General Pay Reform Implementation Public Law 110-409 [H.R. 928] was signed into law effective October 14, 2008. The Law, Inspector General Reform Act of 2008, authorizes significant changes in pay setting for Inspector General Positions. The US Federal HR product has been modified to support the enactment and implementation of the Law. 7.37.2.2. Use the New Regions Available in the Self Service Pages With this release, employees, managers, and HR Professionals can view details related to address, emergency contact details, dependent information and employee home address through Self Service.
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8.
New and Changed Features in Logistics

8.1. Oracle Warehouse Management
8.1.1. Release 12.0.6 (RUP6)
8.1.1.1. API to enable LPN Reuse
It is common for a customers containers to be returned after delivering their contents to a customer/RMA These containers are reused physically. This new API enables LPN reusability and provides LPN history. 8.1.1.2. Over-allocation Support for Pick Release
The allocations logic considers over-pick and under-pick quantities, honoring tolerances in completion quantities. The Strategy Definition window now has new fields that are enabled, only if the Strategy Type is Picking. These two new fields, Over Allocation Mode and Tolerance Value, determine if the Over Allocation is applied during the Allocation phase. There are three values available for the Over Allocation Mode field: x x x None: No Over Tolerance (default) Using Order Line Tolerance: The Over Ship Tolerance set is used at the Order Line. Using Constant Tolerance: The % is entered in the Tolerance Value field on the Strategy window.
This setting applies to only those Picking Rules in the Strategy window that have Allocate Entry LPN Only or No LPN Allocation, Prioritize Pick UOM allocation modes. If there are Picking Rules with other allocation modes in the Strategy window, the over tolerance is not used for determining the quantity that is allocated. 8.1.1.3. Transacting Reserved LPNs
A user can now perform a subinventory transfer (move order) for a hard reservation of a Lot packed within an LPN.
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9.
New and Changed Features in Manufacturing

9.1. Oracle Discrete Manufacturing
9.1.1. Release 12.0.4 (RUP4)
9.1.1.1. Iterative Periodic Average Costing (IPAC) for Brazil
This enhancement supports a legal mandate for Brazilian customers. Under Brazilian Law, the cost of inter-organization transactions must include the actual absorption cost of the items that have been transacted. Periodic costing has been enhanced to calculate the cost of these transactions, including all input costs. This was available in 11.5.10 as PACP.
9.2.

9.2.1. Release 12.0.2 (RUP2)
9.2.1.1. Manufacturing Execution System Enhancements
To further the capabilities of the Manufacturing Execution System (MES) for Process Manufacturing, Oracle has introduced the following new features in RUP2: 9.2.1.1.1. Touch Screen User Interface
Oracle MES for Process Manufacturing brings shop floor execution closer to the operators with the introduction of touch screen user interface in areas such as, Operator Workbench (Material Transactions, Resource Transactions, Process Parameters), Dispensing, and Reverse Dispensing. Each screen has been updated with an intuitive, easy-to-use user interface, providing near real-time data capture at the shop floor to facilitate compliance and improve productivity.
9.2.1.1.2.
Dispensing Area
Dispensing Area is a new entity that represents the physical area in a warehouse where the Dispensing activity is carried out. Dispensing Area is linked to Subinventory which helps in tracking inventory movement for Dispensing, Resource Usage, and Operator Access in a specific area. Additionally, the Dispensing Area can be divided into smaller rooms called Dispensing Booths which are the specific locations for Dispensing activity. Each Dispensing Booth can be monitored for environmental conditions such as humidity and air quality. 9.2.1.1.3. Dispense Planning
Dispense Planning is a new workbench for supervisors to plan all dispensing activities. Similar activities can be grouped together for planning a Dispense Campaign, as well as assigning priority and resources for Dispensing. The Gantt chart user interface displays resource overload, helping supervisors to better manage their resources.
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9.2.1.1.4.
Operator Certification
Operator Certification satisfies the regulatory requirement of FDA 21 CFR Part 211.25 for Personnel Qualification. It enables a corporation to identify the required skills and training needs, as well as certification approvals, for an operator to perform production activities. Operator Certification is seamlessly integrated with Oracle HRMS for all needs related to skills definition, training needs, and certification. 9.2.1.1.5. Least Cost Formulation Batches
This feature was introduced in the New Product Development module in Process Manufacturing R12 and is now supported by MES for Process Manufacturing. A user can now formulate to target product specifications and leverage this formula in MES.
9.2.2.

9.2.2.1. OPM Process Execution: Lot UOM Conversion Batch Update
The Lot UOM Conversion Batch update allows the entry of a lot-specific UOM conversion to trigger the update of the batch that yielded the lot even if the lot was yielded as a phantom and consumed in a parent batch. The Esignature page displays the batch number when the update is for a batch transaction. 9.2.2.2. OPM Financials: Detailed Subsidiary Ledger Report
The Detailed Subsidiary Ledger Report provides a comprehensive online inquiry based on accounting events and journal entries and the user can drill down to the exact transaction that resulted in the event or journal. 9.2.2.3. OPM Financials: Non-Recoverable Taxes Support in Actual Costing
Actual Costing now correctly picks up non-recoverable taxes and all accounting entries reported by OPM Financials are correct. 9.2.2.4. OPM Financials: Reconciliation Enhancements in Actual Costing
Previously, Actual Cost only considered closed production batches in a month which resulted in production yield quantities under reported in cost calculations as well as double counting of yield quantities of open batches in a specific costing period. Actual Cost, in certain scenarios, included the invoice price override but did not take the invoice quantity into consideration. As a result of these two issues, the inventory value reported at month end did not tie in with the inventory account balances as reported in the Subledger and GL. Actual Costing now considers all production yield quantities in cost calculations, and considers the IPV amounts in invoices as additions to the PO Receipt value in cost calculations.
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9.2.3.

9.2.3.1. OPM Process Execution and OPM Product Development: Fixed Process Loss
You can define the fixed process loss for all the batches using the Routing or Recipe windows. You can define the priority for applying the fixed process loss at various levels similar to variable process loss. You can apply the fixed process loss in addition to the variable loss. The fixed process loss is applied after calculating the variable loss and it is added to the ingredient quantity or reduced from the product quantity based on how the batch is created. You can select Apply Fixed Process Loss check box, if the parameter Apply Fixed Process Loss is set to Manually. It is by default un-checked on the Create Batch/Firm Planned Order window. 9.2.3.2. OPM Process Execution and OPM Product Development: DFF for Step Material Associations
Before Release 12.0.6, within the Recipe window and Step quantity tab, the DFF flexfield was not available, even though it was set up. A descriptive flex field (DFF) is a field that is comprised of segments. A flex field appears in a pop up window when you click on the flex field icon. Each segment has a name and a set of valid values. Using Descriptive flex fields you can store additional information about each step depending on the values you enter in the Step Materials window. In Release 12.0.6, DFF for step materials provides additional information like the registration of the sequence in which the ingredients need to be consumed. The Descriptive Flex Field window displays the flex field segments based on the Recipe Step Material associations flex field defined in the Applications Developer responsibility. 9.2.3.3. OPM Process Execution: LPN Support in OPM Desktop Forms
Food processing businesses, where they produce liquid products for their business-tobusiness customers, use containers. They often use containers that are substantial and protect the product on its journey to the customer. Therefore, these containers are likely owned and considered important to receive back from the customer when that customer is finished moving the product from the container into their own local storage. This creates not only a flow of product (married to a container) and a back flow of a container to the source company. Before 12.0.6, the normal process of completing an OPM production batch, filling containers, associating the specific container with a specific product/product lot, inducting the specific filled container into the Warehouse management system, and then assigning an LPN consisted of several transactions. In 12.0.6, to increase productivity and to facilitate the implementation of the needed portions of the desired Container Management subsystem, users can accomplish the following transactions within the context of a single scan:
1. Association of product/product lot with specific container id (by scanning container
id
2. Marking that portion of the product batch as complete 3. Creating an LPN 4. Inducting it into WMS
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9.2.3.4.
OPM Regulatory Management: European Regulatory Compliance
Three Field Name APIs were added to support the European Regulatory Compliance feature.Currently, you can view, edit, and delete field names, field name classes, field name properties, risk phrases, and safety phrases, the standard codes and descriptions for which are seeded in the OPM Regulatory Management application. With this enhancement, you can now create new field names, field name classes, field name properties, risk phrases, and safety phrases. This enables you to enter organization specific values for the new field name properties for a regulatory item. You can also create risk and safety phrases that are text based only and associate them to organization specific regulatory items. The enhancement also lets you create and maintain hazard classes and their descriptions in multiple languages without the installation of the languages in the application, and associate them to regulatory items.
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10. New and Changed Features in Marketing and Sales

10.1. Oracle Quoting
10.1.1. Release 12.0.6 (RUP6)
10.1.1.1. Deal Management Integration Oracle Quoting is integrated with Oracle Deal Management. The integration provides essential decision support tools integrated into the quote negotiation process for achieving maximum profit. This integration will provide pricing guidelines to the Quoting user to ensure compliance.
10.2. Oracle Sales

10.2.1. Release 12.0.3 (RUP3)
10.2.1.1. Item Update A new icon Select is provided within the Update Opportunity and Update Lead pages. The user can change the product information on any line, by clicking the Select Product button and selecting a new product. The following information is retained when changing the product / product category for an opportunity: Forecast (best, forecast, worst), amount, quantity, close date, revenue forecast, non-revenue forecast, and additional information. The following information is lost when changing the product / product category for an opportunity: UOM, Competitor Information. The following information is retained when changing the product / product category for a lead: Amount, quantity, and additional information. The following information is lost when changing the product / product category for lead: UOM. 10.2.1.2. CAC Notes Region Uptake Both Note regions are available to users where the user makes a choice to enable one kind and then disable another kind via OA personalization. This new notes region is available for Lead, Opportunity, Customer, Contact, and Forecast, both in summary and details modes. This new region provides the following new capabilities: Notes categorization: Users can categorize notes at the time of creation by using the types field. Update Notes: A user, who has permissions to update the lead, opportunity, customer, contact or forecast, can update key note attributes. Adding External Documents: Users can add external text, files, or URLs as attachments to the notes.
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Accessing Note History: Users can access notes, created previously in a convenient way, via notes history. In cases where the length of the note is large, the first few lines is visible on the main page with the full text displayed upon navigation to a detail page. Tasks: There is a new region to enter additional information for tasks. This region can be enabled within the task create and/or task update pages. Users can define their own attributes by utilizing the flex fields.
10.2.1.3. Address Location Sharing between Organization and Contact Create Contact Flow: A user can choose an existing address from the parent organization, while creating the contact. A new region Select Customer Address was added to the Create Contact page, to provide address selection. Update Contact Flow: A user can select an existing address to add to the contacts address book, while updating the contact. A new button Select Customer Address was added to the Addresses table on the Update Contact page. Warning Message upon Update Address: Users receive a warning message, while attempting to update a shared address. Users can either go ahead with the changes by clicking the Yes button or discontinue the changes by clicking the No button in that message.
10.2.2.

10.2.2.1. Sales Representative Dashboard Enhancements Before 12.0.6, there was a gap in Oracle Sales, compared to Oracle Sales Online. Users could not create personalized views for their customers.This enhancement bridges this gap between these two products, by adding two new regions in the Sales Representative's dashboard. These two regions display personalized views of People and Organizations, via OA Personalization. Sales representatives can now save time while searching for their customers, as they can create the pre-defined views and view those qualified customers directly in these regions.
10.3. Oracle Sales for Handhelds

10.3.1. Release 12.0.6 (RUP6)
10.3.1.1. Outlook 2007 Certification The newly released Microsoft Windows Vista operating system has Outlook 2007 installed on it. Microsoft announced that they will be de-supporting the previous office release within next year. Therefore, we certified ASP with Outlook 2007 so that customers can use it on their new machines.
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10.4. Oracle Sales Contracts

10.4.1. Release 12.0.2 (RUP2)
10.4.1.1. User-Defined Variables with PL/SQL Procedures as Source Sales Contracts supports the concept of system and user-defined variables that can be embedded in clause text or used in contract expert rules. System variables are defined by the application and the values are sourced from attributes on the Sales Agreement, Sales Order, and Sales Quote (e.g. payment terms). User-defined variables are defined in Contract Terms Library and the values are provided by users when they author contract terms and conditions. Contracts customers have requested the ability to create user-defined variables whose values can be sourced from descriptive flex fields, custom tables, or even a Sales Agreement or Quote that are not supported as system variables. With RUP2, user-defined variable values can now be sourced from any data source. The data source is encapsulated as a custom PL/SQL procedure that is associated to the user-defined variable definition. As a user authors contract terms and conditions, the system will automatically obtain the values from the data source eliminating the need for users to manually enter them.
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11. New and Changed Features in Order Management

11.1. Oracle Order Management
11.1.1. Release 12.0.2 (RUP2)
11.1.1.1. Integration between Oracle Order Management (including Oracle Shipping Execution) and Oracle Transportation Management Oracle E-Business Suite now integrates with Oracle Transportation Management to enable transportation features and functionality in existing Oracle E-Business Suite products, including Oracle Order Management, Oracle Shipping Execution, Oracle Payables, Oracle Warehouse Management, and Oracle Purchasing. Oracle Transportation Management combines transportation planning and execution with freight payment, inbound freight logistics, and freight rating and routing. Oracle Transportation Management adds the following features and enhancements to Oracle Order Management: Carrier selection and tender Freight rating and routing Actual ship quantities update and re-rate Freight payment, freight payment audit, and approval Visible in-transit statuses
Oracle Order Management
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12. New and Changed Features in Procurement

12.1. Oracle iSupplier Portal
12.1.1. Release 12.0.3 (RUP3)
12.1.1.1. Forward Port of JFMIP/FSIO from 11.5.10 to R12 for Federal Customers This feature addresses the gaps between 11.5.10 functionality and R12 functionality, related to meeting the requirements given by JFMIP in 2004 for ISP. The following iSupplier Portal pages are impacted: 12.1.1.1.1. Supplier Search Page The DUNS number is available at the Supplier Site Level for CCR Suppliers. A user can retrieve Distinct Supplier records while performing the search using the DUNS number. 12.1.1.1.2. Organization Page A CCR Supplier indicator was provided on the Organization page. If the supplier is a CCR Supplier, then the Taxpayer ID, DUNS Number and SIC attributes, and Bank account tab are rendered view-only. 12.1.1.1.3. Manage Sites Page / Update Address Page In the Update Address page for CCR Suppliers, the attributes Country, Address Lines, City, State, Postal Code, Province, DUNS Number, and Pay Site are viewonly. A new attribute, DUNS Number, was added and displayed in the Identification tab within the Manage Sites page, for Federal Financials installations. If the supplier site is a CCR supplier site, then the user cannot update this field. The newly added icon View CCR Supplier allows the user to access the General Information page from the federal application, to view CCR supplier site-specific data. 12.1.1.1.4. Tax Details Page An indicative comment was provided on the tax details page; it identifies the Tax Details of a CCR vendor. 12.1.1.1.5. Bank Details Page A CCR indicator appears when the assignment level is Supplier Site, and if the site is a CCR site. For a CCR Site, adding new bank accounts, modifying any bank, branch or account information, changing the priority of bank accounts and update bank account number is not possible. 12.1.1.1.6. Invoice Management page
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A suggestive comment CCR Site was added to the Invoice Management page.
12.2. Oracle Procurement Contracts

12.2.1. Release 12.0.2 (RUP2)
12.2.1.1. User-Defined Variables with PL/SQL Procedures as Source Procurement Contracts supports the concept of system and user-defined variables that can be embedded in clause text or used in contract expert rules. System variables are defined by the application and the values are sourced from attributes on the Oracle Purchasing and Sourcing documents (e.g. payment terms). User-defined variables are defined in Contract Terms Library and the values are provided by users when they author contract terms and conditions. Contracts customers have requested the ability to create user-defined variables whose values can be sourced from descriptive flex fields, custom tables, or even a Purchase Agreement or RFQ that are not supported as system variables. With RUP2, user-defined variable values can now be sourced from any data source. The data source is encapsulated as a custom PL/SQL procedure that is associated to the user-defined variable definition. As a user authors contract terms and conditions, the system will automatically obtain the values from the data source eliminating the need for users to manually enter them.
12.3. Oracle Purchasing

12.3.1. Release 12.0.2 (RUP2)
12.3.1.1. Integration between Oracle Purchasing and Oracle Transportation Management Oracle E-Business Suite now integrates with Oracle Transportation Management to enable transportation features and functionality in existing Oracle E-Business Suite products, including Oracle Order Management, Oracle Shipping Execution, Oracle Payables, Oracle Warehouse Management, and Oracle Purchasing. Oracle Transportation Management combines transportation planning and execution with freight payment, inbound freight logistics, and freight rating and routing. Oracle Transportation Management adds the following features and enhancements to Oracle Purchasing: Carrier selection and tender Freight rating and routing Actual ship quantities update and re-rate Freight payment, freight payment audit, and approval Visible in-transit statuses
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Inbound carrier selection Inbound in-transit statuses
12.3.1.2. iSetup APIs This feature makes it easier for customers to move Setup data between EBS instances. iSetup automates the setup and management of setup data for Oracle EBS. The iSetup migrator moves setup data across multiple EBS instances. Each business entity supported by iSetup requires an API created by the owning product team to handle export and import of setup data.
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13. New and Changed Features in Projects

13.1. Oracle Grants Accounting
13.1.1. Release 12.0.6 (RUP6)
13.1.1.1. Marking Encumbrance Items for Burden Recalculation Encumbrance items are marked for burden recalculation if either the indirect cost schedule on the Compliances tab is updated or records are updated, inserted or deleted in the Override Schedules window.
13.2. Oracle Project Resource Management

13.2.1. Release 12.0.3 (RUP3)
13.2.1.1. Viewing At-Completion Amounts This enhancement enables users to view both the Total budget amounts and At Completion budget amounts on the Project Home page and the Project Performance reporting pages. Users can also view the effort in the Financial region. 13.2.1.2. Choosing Displayed Currency Users can now select the desired calendar and currency in which to view project information on the project list, Project Home page, and the performance tracking and reporting pages. 13.2.1.3. Reporting Plan Type Data in Context Users can now view the plan type data using a new Plan Summary region in the Budgeting and Forecasting pages. The region provides the plan type data in the context of the page it is being viewed.
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14. New and Changed Features in Service

14.1. Depot Repair
14.1.1. Release 12.0.2 (RUP2)
14.1.1.1. Pricing Formula Support In RUP2, Depot Repair introduces pricing formula support, enabling customers to set up price lists such that services, parts, and labor are priced differently based on formulas. For example, using this new functionality, the price of a service part can be based on a percentage of the new-item sales price.
14.1.2.

14.1.2.1. Display Service Request DFF on Depot Repair Workbench This enhancement provides view/edit capability for the Service Request DFF, from the Depot Repair Workbench. This field is hidden and disabled, and must be enabled using a profile option. Many customers use the Depot Repair Workbench to create and view Service Requests. Often, a service representative captures trouble and symptom-related information via phone or Scripting that is populated in a DFF. However, Depot Repair previously could not display the DFF information in the Depot Repair Workbench, and technicians had to open up the Service Request application to check if any information was populated in the DFF. Depot Repair added the Service Request DFF to the Depot Repair Workbench in 11.5.10. This enabled repair technicians to view information that was captured by service representatives in the Service Request DFFs, without opening the Service Request application.
14.2. Oracle Field Service

14.2.1. Release 12.0.3 (RUP3)
14.2.1.1. Google Maps Integration The Oracle Field Service application enables customers, with or without spatial data information, to have a pictorial view of the tasks, task status, and technicians location details on the Google Map. Google Maps provide a high performance, visually appealing, and interactive map viewing experience, with all capabilities built-in, such as zooming in and out, panning and scrolling, and printing maps. Google maps can be invoked in several situations from within Dispatch Center, including viewing the location of specific tasks, route for a technician, and tasks assigned to all technicians. It can also be invoked from the Field Service Technician Portal. Color Coding to reflect the Task Status and Informative Tool Tips provided on the map further enhances the value of interactive maps. Customers have to procure a secured key from Google on a subscription basis, in order to use this feature.
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14.3. Oracle Mobile Field Service

14.3.1. Release 12.0.3 (RUP3)
14.3.1.1. Scheduled Task Notification The Oracle Field Service leverages Oracle Workflow to send task related notifications to technicians. Using Workflow, you can send notifications to technicians when an activity has occurred against high priority tasks that are associated to those technicians. Oracle provides three seeded task notifications; you can define additional notifications to meet your business requirements. The notifications that are provided are: New task assignment Task assignment deletion or cancellation Task rescheduling
14.4. Oracle Service Contracts

14.4.1. Release 12.0.2 (RUP2)
14.4.1.1. Mass Update Functionality When renewing or negotiating contracts sales representatives may need to update information across multiple contracts. With the Mass Update Functionality introduced in RUP2, users can quickly update status, follow-up action, follow-up due date, and forecast information across multiple contracts. Customers can also use personalization to configure the specific attributes that are available for mass update.
14.5. Oracle Teleservice

14.5.1. Release 12.0.6 (RUP6)
14.5.1.1. User Hook for Charges Pricing API The new user hook for the Charges Pricing API allows customers to execute custom logic for the retrieval of prices for Charge line items. The user hook is invoked from the Charges UI as well as the public Charges Create and Update APIs. Users can embed custom logic to calculate the price of an item based on pricing rules defined in Advanced Pricing for Charges submission.
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15. New and Changed Features in Supply Chain Planning

15.1. Oracle Advanced Supply Chain Planning
15.1.1. Release 12.0.3 (RUP3)
15.1.1.1. Strategic Network Optimization - Integration to EBS R12 The 11i10 integration functionality will be a forward port for R12. This integration enables the data necessary (Organizations, Suppliers, Manufacturing, Inventory, Distribution, and Costs) to build a base SNO Model which can be used to support strategic planning decisions. 15.1.1.2. Production Scheduling - Integration to EBS R12 The 11i10 integration functionality will be a forward port for R12. This integration enables Production Scheduler to take supply order inputs from Advanced Supply Chain Planning and create a detailed production schedule.
15.2. Oracle Demantra Demand Management

15.2.1. Release 12.0.4 (RUP4)
15.2.1.1. Demand Management and Real-Time Sales and Operations Planning Integration Demand Management (DM) and Real-Time Sales and Operations Planning (RT S&OP) now pass forecast information into downstream Release 12 Advanced Planning applications: Advanced Supply Chain Planning (ASCP), Strategic Network Optimization (SNO), Inventory Optimization and Production Scheduling. In addition, RT S&OP pulls supply-side information, such as constrained forecasts, production plans and resource loadings, in from ASCP and SNO, so that it can present an integrated picture of how well the sales and operations plans match. RT S&OP boasts many seeded worksheets and workflows to facilitate and automate the demand review, supply review and executive review processes within an S&OP cycle. The Demand Management integration portion of this feature is a straight forward port to Release 12 of the existing DM to E-Business Suite 11i10 integration.
Oracle Advanced Supply Chain Planning
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16. New and Changed Features for Aerospace, Defense, and Transportation
16.1. Oracle Complex Maintenance, Repair, & Overhaul (CMRO)
16.1.1. Release 12.0.3 (RUP3)
16.1.1.1. Item Number and Serial Number Change Ability to update Item Number and/or Serial Number on an Install Base instance when it undergoes a modification via a CMRO workorder or through external maintenance via a CMRO Outside Processing Order. Enhancement will enable tracking maintenance and lifecycle history across item number and serial number changes.
16.1.2.

16.1.2.1. Associate Access Panels to Routes and Operations You can associate multiple access panels to Engineering routes and operations. This enhancement enables you to build various custom reports/views: Maintenance planners can sort/group tasks by access panels, enabling all related work to be planned and executed as a set. Planners are ensured that the correct panels have been removed, prior to starting work, and all applicable maintenance is complete, prior to closing the access panels. A status is provided for ongoing maintenance, to mechanics, inspectors and planners.
16.1.2.2. Search Unit Maintenance Plan based on Visit and Department You can search the Unit Maintenance Plan, based on the Visit number, Visit Organization and Department. Previously, you needed to navigate to the Visit Work Package window (to retrieve Visit related information) and execute customized reports to retrieve details on the Unit Maintenance Plan. This enhancement improves the planners productivity. 16.1.2.3. Add Planned End Date to Visit Search Results You can view the Planned End Date, within the Visit search results, on the Visit Work Package page. Within the Visit search results, the Planned End Date of the visit was not previously visible. It was necessary to drill down into the details to see this information. The visibility of this information, within the search results, improves the planners productivity.
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16.1.2.4. Add Item Description to Material Requirement Search Results You can view the description of the item required for a visit task, on the CMRO LTP Scheduled Materials page. 16.1.2.5. Add Unit and Serial Number to Workorder Search Results You can view Unit, Item and Serial Number attributes on the Work Order Search Results pages. Previously, after performing the Work Order search, you were required to navigate to the Update Work Order page to view these details. Displaying the Unit, Item and Serial reduces the steps necessary to identify the work order. This is often used in cases where the same work is performed on different serial numbers within the same visit. 16.1.2.6. Add Maintenance Requirements to a Non-Routine on the Shopfloor You can add Maintenance Requirements to non-routine work orders that are created on the shopfloor. Additionally, the non-routine work order displays the originating work order details, linking the routine to the non-routine work. Non-routine maintenance that is required is often only identified after the Disassembly/Cleaning/Inspect/Evaluation phase. After identified, you can add predefined solutions, additional inspections, and operational checks from the CMRO Engineering repository, to resolve the problem to return the applicable units to service. Currently, this is achieved by executing multiple steps of deferring the non-routine work, re-planning the visit, and later creating the work orders. This enhancement improves productivity by saving time for the planner, ensuring all the required work is added promptly to the maintenance visit, and avoiding scheduling bottlenecks. For traceability purposes, the non-routine work order displays the originating work order information, if it was created based on planned or unplanned work. 16.1.2.7. Ability to Perform a Maintenance Requirement Multiple Times in a Visit This enhancement provides support for performing the same maintenance requirements multiple times, for a given instance in the same visit. In the Airline Industry, a maintenance requirement may be performed multiple times in a single maintenance visit, due to non-routine maintenance that was discovered during the inspection or testing processes. A maintenance requirement might also be required multiple times at various stages within the visit, related to the type of maintenance, inspection, or operation check. 16.1.2.8. Option to Automate the Parts Return Process This enhancement improves the production process by providing the option to automate the parts return process for serviceable parts. For example, a technician might disassemble an engine and place parts into inventory or repair, in the course of a job. The steps are as follows: Removed parts are returned to a common rack to be used in a future job. The job is closed.
Oracle Complex Maintenance, Repair, & Overhaul (CMRO) 100
The technician performs a re-assembly in the course of a job. Parts can be selected from the common rack for installation.
Users can view a subinventory and its stock locator from the Parts Change page, set up a default subinventory for parts change use, and automate background transactions for issue and return to a subinventory. 16.1.2.9. Option to Create a Non-Routine Workorder When Removing a Part from Unit Configuration You can add an option on the Part Removal and Disposition page, to either create or not create a non-routine work order. The default option is to create a non-routine work order, the current application behavior. During aircraft maintenance, often a defective part is removed and put in an unserviceable inventory; this part is meant to be repaired at a later date. Currently, you cannot remove a part as unserviceable, without creating a non-routine workorder. You must first defer the non-routine work order, and then cancel it. This requires you to navigate to multiple pages. 16.1.2.10. Access to Cancel Workorder Functionality Optionally Restricted to Super Users You can restrict the cancellation of work orders to Super Users only. Currently, any user can cancel unreleased work orders. This functionality, for airworthiness reasons, needs to be tightly controlled. Unauthorized canceling of workorders could lead to critical aircraft maintenance not being performed. Non-routine work orders start their life cycle at an Unreleased status, and a minor aircraft visit is estimated at 342 non-routine workorders. A loophole currently exists in the system where 342 aircraft maintenance tasks could be inadvertently cancelled by any number of users who have access to the system. 16.1.2.11. Public API for Issuing and Returning Material to a Workorder This enhancement provides a public API to perform material issues and returns to a CMRO work order. This open interface enables customers to support local business processes through customization, and are not enforced to transact material from CMRO user interfaces. 16.1.2.12. Visit Link within the Unit Maintenance Plan Search Results This enhancement provides a link to the visit number in the Unit Maintenance Search Results, enabling you to navigate to the Visit Details page if the maintenance is already planned. You can view the visit details and the actual status of the maintenance requirement. Currently, the Unit Maintenance Plan (UMP) page does not display the maintenance requirement status from the Visit Work Package. This status enables the planner to quickly identify the maintenance requirements that are executed. You must navigate to the Visit Work Package and drill into the Visit details. This enhancement improves productivity.
101
17. New and Changed Features for Public Sector/University

17.1. Oracle Grants Accounting
17.1.1. Release 12.0.6 (RUP6)
17.1.1.1. Marking Encumbrance Items for Burden Recalculation Encumbrance items are marked for burden recalculation if the indirect cost schedule on the Compliances tab in the Award Management window is updated, or, records are updated, inserted or deleted in the Override Schedules window.
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ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT

Release Update Pack 12.0.7 (RUP7) HRMS

Copyright 2009 Oracle Corporation All Rights Reserved

New and Changed Features in Applications Technology

Oracle Applications Framework

Oracle Applications DBA

Oracle Applications Technology Stack

Oracle E-Business Suite Diagnostics

Oracle E-Business Suite Secure Enterprise Search

Oracle Report Manager

Oracle XML Gateway

New and Changed Features in Asset Lifecycle Management

Oracle Daily Business Intelligence for Financials

Oracle Enterprise Performance Foundation

Oracle Fusion Intelligence for E-Business Suite

Oracle Profitability Manager

New and Changed Features in Financials

Oracle Financials for Asia Pacific

Oracle Financials for EMEA

UK Reverse Charges VAT

Oracle Financials for India

Oracle Public Sector Financials International

Oracle Subledger Accounting

Oracle Transfer Pricing

New and Changed Features in Human Resources

Oracle Approvals Management

Oracle Compensation Workbench

Perform Dynamic Calculations in Multiple Columns

Oracle HRMS for Australia

Oracle HRMS for Belgium

Oracle HRMS for Canada

Oracle HRMS for China

Oracle HRMS for Denmark

Oracle HRMS for Finland

Oracle HRMS for France

Oracle HRMS for Hong Kong

Oracle HRMS for India

Oracle HRMS for Ireland

Oracle HRMS for Italy

Oracle HRMS for Japan

Oracle HRMS for Korea

Oracle HRMS for Kuwait

Oracle HRMS for Mexico

Oracle HRMS for Netherlands

Oracle HRMS for New Zealand

Oracle HRMS for Norway

Oracle HRMS for Saudi Arabia

Oracle HRMS for Singapore

Oracle HRMS for South Africa

Oracle HRMS for Spain

Oracle HRMS for Sweden

Oracle HRMS for United Arab Emirates

Oracle HRMS for United Kingdom

Oracle HRMS for United States

Oracle Labor Distribution

7.31.2.3. Control the Behavior of the Import Process

Oracle Learning Management

Oracle Performance Management

Oracle Self-Service Human Resources

Oracle Talent Management

Oracle Time and Labor

Oracle US Federal Human Resources

New and Changed Features in Logistics