Release 12.

1 Overview

New and Changed Features in

Oracle Release 12.1
 Release 12.1 Overview

New and Changed Features for

Procurement in Oracle Release 12.1
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 R12.1 Procure to Pay Enhancements
Procurement
Buyer Workbench
Spend Classification
Analytics Dashboards
Two Stage RFP Evaluation
Award-based Cost Factors
Mass Close of PO Documents

Payables
Supplier Trading Community Architecture (TCA)
Payment Manager
ACH Formats
iExpenses
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 Purchasing - Buyer Workbench

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 Purchasing - Orders

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 Purchasing - Agreements

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 Purchasing - Deliverables

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 Purchasing - Negotiations

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 Sourcing - Intelligence

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 Sourcing - Administration

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 Release 12.1 Overview

New and Changed Features for

Accounts Payable in Oracle Release 12.1

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 Supplier (TCA)

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 Payment Manager

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 ACH Formats

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 iExpenses

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 Release 12.1 Overview

New and Changed Features for

Grants Accounting in Oracle Release 12.1
 Grants Accounting Deltas

Oracle Payables
Payables and Oracle Grants Accounting Reconciliation
New supplier cost adjustment report
Invoice Workbench drilldown to the Project Expenditure
Capture and transfer additional information to and from Projects
Payments, instead of invoices, are interfaced from Payables to
Project Costing.
Allows reconciliation of cost in Projects with costs recognized in
GL.
Removal of Supplier Cost Adjustment Restrictions
Adjustment Accounting entries interfaced to Oracle General
Ledger by from Projects
 Grants Accounting Deltas
Sub Ledger Accounting
Code the same transaction to different ledger books
More journal detail (header & line)

Multi-Org Access Control (MOAC)

Access, process, and report across OUs with a single
responsibility
 Grants Accounting

Functionality not Currently Leveraged

Interface to Fixed Assets
Interface Supplier Invoices from Payables
Cost-based billing to reduce manual Events

Improve Reporting Formatting Capabilities

Convert select Grants inquiries to BI Publisher
User-friendly, pre-formatted

Resolve interface issues with Payables API

 Grants Accounting
Award Budgeting Enhancements
Increased budget flexibility
Automatic summarization of budgets in Project Status Inquiry
Additional sorting options

Award Status Inquiry Enhancements

New views by various budget periods
Additional parameters for expenditure and commitment
inquiries

Increased Processes for Encumbrance Funds Check

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 Release 12.1 Overview

New and Changed Features for

Budgeting in Oracle Release 12.1
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 Typical Budget Processes Are Inefficient

Time takes too long, results

obsolete/stale
Quality too many input
Senior Management variables
Cost many wasted resources,
dubious benefits
Flexibility lack of
responsiveness to changes
FP&A Group

Dept B Dept C

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 Oracle Hyperion Planning

Shortens Planning Cycles and Improves Business

Predictability
Powerful workflow and
process management
Intuitive interface
Robust data integration
Leverages Essbase
powerful reporting and
analysis
Scalable web infrastructure
Special-purpose planning
modules for fast
deployment

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 Hyperion Essbase

Developed by Arbor Software 1991

Essbase:
Extended Spreadsheet Server Database
Heritage:
Spreadsheets
Financial modeling tools

Speed of Thought response

Hyperion Planning: Out-of-the-box Modules
Workforce, CapEx, Allocations

Workforce Planning CapEx Planning

Special-purpose planning Specialized planning module that

module that makes headcount, automates the planning of capital
salary and compensation assets and capital asset related
planning fast and efficient across expenses, such as depreciation,
the enterprise. maintenance and insurance.

Designed with pre-built Capital Expense Planning

functionality and best practices includes pre-built functionality and
that are ready to use right out of best practices that easily plan for
the box all your capital expenses.

Includes predefined data forms,

Includes predefined data forms, accounts, calculations, menus,
accounts, calculations, menus, and Smart lists
and Smart lists.
 Drill-through to General Ledger
Insight into Action in a Single System

Hyperion Financial Management

Hyperion Planning

Oracle

Oracle Account Analysis

and Drill-Down for both
Actual and Budget

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 Interaction Options for Planning
Workspace
Dashboards Webform Excel Financial Reporting Other MS Office

Hyperion Planning

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 Release 12.1 Overview

New and Changed Features for

Human Capital in Oracle Release 12.1
 R12.1 Content by Focus Area
Core Human Resources
Self Service Human Resources
Advanced Benefits
Performance Management
Compensation Workbench
iRecruitment
Time & Labor
Payroll

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 R12.1 Core Human Resources

Legislative updates for reporting

Ethnic categories
Statutory changes
Comply with Social Security Administration changes

Delete Pending for Approval Transactions

Initiator may delete transactions prior to final approval

Enhanced Change Pay Rate Functionality

Allow multiple pay actions as part of one transaction
Propose/Update/Delete future base salary changes
Support Salary Basis change
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 R12.1 Advanced Benefits
Reopen Scheduled Life Events process
Reopen distinctive number of life events as a batch
Extend enrollment window after reopening processed events

Manage Open Enrollment Process

Modify Enrollment Period End Date
Modify Processing End Date
Modify Default Enrollment Date
Provide Number of Days Extension

Additional Input Parameter Fast Formula

Person_ID can now be passed as input value in fast formulas

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 R12.1 Performance Management
Manage Offline Appraisals
Download in-progress appraisals
Update, in Excel format, without connecting to application
Upload updated appraisal to application

Maintain Succession Plans function

Supports Web ADI spreadsheet to retrieve and update
succession information
Delivered in Manager Self-Service

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 R12.1 Compensation Workbench
View All employees as CWB Administrator
Compensation Detail Report enhancements
Employee information grouped by tabs
Plan selection page and parameters replaced by filters
Able to check Do not restrict by Hierarchy
Salary statistics tab downloadable to spreadsheet

Responsibility based access for Administrators

Super Administrator able to map responsibilities of other
administrators to plans they are allowed to access

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 R12.1 Compensation Workbench
Person Selection Rule on Post Process
Parameter of Person Selection Rule has been added to
Compensation Workbench Post Process

Perform Dynamic Calculations in Multiple Columns

Define dynamic calculations on worksheet amount rates,
separately from custom columns
Define conditions and condition results using column names
Define custom errors and warnings based on requirements

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 R12.1 iRecruitment
iRecruitment Create Enrollment Process
Automatically enroll New Hires in compensation plans included
in their offer letter
Process creates enrollment records for the employee for plans
associated with an offer

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 R12.1 Time & Labor (OTL)
Automatic Days-to-Hours Conversion
Users can now enter Hours and Days within a single timecard
System converts Days into Hours for Oracle Projects.

Mixed Format Entries

Allows user to enter mixed format for certain time elements
based on certain conditions
Example: Regular could be start and end, such as 09:00-
12:00; Lunch could be entered as number of hours, such as 2
in the same timecard

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 R12.1 Human Resources Benefits

Performance management can help the organization identify

systemic performance problems, identify training needs, and save
money for the organization.

Compensation Workbench will help the organization identify

compensation distribution patterns that may not be consistent with
organizational goals and will help assure compensation dollars
are spent in the most effective manner.

Allocated checklists help the organization save money by putting

critical steps into defined tasks list so that work is not overlooked.

New reporting capabilities will help HR become an important

strategic partner in the organization by providing key analysis
about the organizations Human capital ROI.
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 Performance Management and
Incentive Compensation
Defining the Program

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 Performance Management and
Incentive Compensation
Defining Individual Components

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 Performance Management
and Incentive Compensation
Link to Other Documents

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Release 12.1.1 Overview

Upgrade Considerations
 12.1.1 Base Technology

From: Oracle Applications Concepts Release 12.1 Part No. E12841-02

Oracle RDBMS 11g 11.1.0.7

The Database
Oracle Application Server 10gAS 10.1.2.3
Forms and Reports Services
Oracle Application Server 10gAS 10.1.3.4
Web and Java Services
 E-Business Tech Stack Version Changes

E-Business Version
11.5.10.2 12.0.4 12.1.1
Database 9iR2 10gR2 11gR1
RDBMS 9.2.0.6 10.2.0.4 11.1.0.7

Developer 6i 10g 10g

Forms & Reports 8.0.6.3 10.1.2.2 10.1.2.3

9iAS 10gAS 10gAS

Web & Java
1.0.2.2.2 10.1.3.0.0 10.1.3.4

Jinitiator Sun JRE Sun JRE

Java (JDK)
1.3.1.24 1.5.0_13 1.6.0_10

All EBS Versions above are certified on 11gR1

Discoverer is 10gAS 10.1.2.3
Still requires stand-alone install of 10gAS
Similar for Portal, SSO, OID, BPEL
See note 373634.1

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 Several R12 Technical Differences
Client JVM for Forms Applet
No longer use Oracle Jinitiator now use Sun J2SE
$INST_TOP
Centralizes logs, configurations, scripts
Most tools are pretty familiar.
adpatch, RapidClone, OAM, adadmin no major changes
Upgrade by Request
Reduce Upgrade Downtime Fin, CRM, PO, PA, SCM
No more auto-upgrade
Upgrade processes are consolidated into upgrade driver
R12.1.1 can run on 10gR2 or 11gR1
Upgrade can be performed using either
 A Few Requirements for Upgrade
Directly upgradable versions of E-Business to 12.1.1
11.5.9, or 11.5.10
<11.5.9 must first upgrade to 11.5.10.2
Disk Space
Technology sizes slightly larger than 11i
Apps tier technology stacks require about 35GB
Data growth size
Estimate ~10% see note 399362.1

Server Specifications
Consider many of the same metrics
Modules used Heavy (PAY/PA), medium (AR/PO), light (GL,CE)
User counts Web only, forms based
Concurrent processing Usage and timing
Other applications
Most vendors have EBS sizing calculations
 Basic 11i to R12.1 Upgrade Overview
1) Stage Media
2) Install R12.1.1 Technology
3) Backup
4) Preparatory Scripts 11i and R12.1.1
5) Upgrade Database to at least 10gR2
6) Upgrade Apps to 12.1.1
7) Patch to latest levels
8) Post Upgrade Scripts
9) Migrate Customizations
10) Cleanup
11) Backup
12) Testing
13) Go-live!
14) Post Upgrade Support
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<11.5.7 to 12.0.6/11g Upgrade Process
 Considerations for an Upgrade

Planning for time requirement

Allocate plenty of time especially to the first run
Consider how many iterations will be needed
Count on at least three
How to reduce downtime?
Upgrade database ahead of time
Partial business data upgrade
Fully pre-build technical Production
R12.1.1 environment
 Considerations for an Upgrade
Hardware and environment
New hardware requirements
Can existing hardware be utilized?
Will we have space and processing?
Need at least two existing 11i systems + R12
Run (at least) one iteration on Prod like hardware

Useful tools
Maintenance Wizard
A very useful tool
Search Metalink using upgrade driver name
Good source for issues others are seeing
12.0- u4440000.drv, 12.0.4- u6394500.drv, 12.1.1- u6678700.drv
 Good R12.1 Information Sources

Overall Planning and Documentation

Note 790942.1: Oracle Applications Documentation Resources
Note 580299.1: Best Practices for Adopting R12
http://blogs.oracle.com/stevenChan/2008/04/five_key_resources_for_upgrading_to_ebusiness_suit.html

Technology
Note 380482.1: Technology Stack Documentation Roadmap
Note 403537.1: Best Practices for Securing R12

Sizing
Note 399362.1 :Oracle Applications Upgrade Sizing and Best Practices
http://www.oracle.com/technology/products/applications/sizing/Sizing_EBS_LongVersion.ppt
http://blogs.oracle.com/stevenChan/2008/12/whitepaper_options_for_reducing_ebs_database_size.html
 Transparency, Accountability and Strategy

Using Release 12.1 to Address

ARRA Requirements

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

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 Making Your Processes Transparent
While the American Recovery and Reinvestment Act
(ARRA) provides the opportunity to address important
road infrastructure, health and welfare services, law
enforcement, and other needs in our communities, it also
brings some new challenges and reporting requirements.

ARRA requires a free flow of information from the federal

government to state organizations to local governments
and then to citizens and back.

Transparency and Accountability are not new concepts

to government; however, the delivery of both will now
take a different format as a result of ARRA.
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 Transparency and Oversight
Requirements
Federal ARRA Transparency and Oversight Requirements

Certify projects have been reviewed as required by law.

Certify projects are an appropriate use of taxpayer funds.

Certifications must include a project description and an

estimated total cost.

Project information must be available to the public via an

internet site.

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 Quarterly Reporting Requirements
Total Amount of Funds Received

Amount of Funds Received Spent on Projects or

Allocated to Projects

Detailed List of Projects or Activities to include

Name of the Project or Activity
Project or Activity Description
An Evaluation of the Completion Status of the Project or
Activity

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 Quarterly Reporting Requirements
Estimating the Number of Jobs Created and the Number
of Jobs Retained as a Result of the Project or Activity.

For Infrastructure projects and activities, the purpose,

total cost and the rationale for funding the project. An
agency contact must also be included.

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 Making Your Processes Transparent

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Questions and Answers