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 OU’s 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 organization’s 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.
CedarCrestone’s extensive public sector experience and
knowledge of Oracle gives us a solid understanding of
Yuma County’s 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