Pre Upgrade Functional Steps

First Darft
Run the Accounting Healthcheck found in Note 416699.1 on My Oracle Support and
Misclassified accounts (if available)

Resolve any issues that arise

Run the Segment Value Inheritance Program when changes are made tothe segment
qualifiers for segment values of the chart of accounts.

Next, complete all your period close actions/processes. This is the time to validate and
account for as much data as possible and make sure that everything is transferred to GL

Run the General Ledger Period Closing diagnostics test to verify that a ledger period is
ready to close.

After successfully closing your period, run your standard reconciliation and account
balance reports and resolve any issues that arise

run the Accounting Healthcheck again and resolve any remaining data issues

Check and Clear GL_interface Tables for duplicate, error and unprocessed events.