The following is intended to outline our general product direction.

It is intended for information purposes only, and may not be incorporated into any contract. 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 for Oracles products remains at the sole discretion of Oracle.

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Best Practices for EBS R12 Upgrades

Medi Goker, Vice President, EBS Global Software Support Stephen Horgan, Senior Principal Engineer, EBS Global Software Support Kyle Harris, Principal Support Engineer, EBS Global Software Support

Agenda

R12 Release History R12 Adoption Trends R12 Upgrade

Best Practices, Tools & Problem Avoidance ATG (Tech Stack) Best Practices, New Features & Tools Applications

Summary of Resources Questions & Answers

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R12 Release History

E-Business Suite Support Timelines

5 Yrs of Premier and 3 Yrs of Extended Support
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Nov 2010
11.5.10

Premier

Extended

Sustaining

Nov 13
Uplift Fee waived until Nov 11* instead of starting on Nov 10

R12

Premier

GA

Extended Jan 12

Sustaining Jan 15

Apr 2009
R12.1

Premier GA

Extended
May 14

Sustaining

May 17

Extended Support follows for 3 addtl yrs to bridge upgrade gap.

* More info: http://www.oracle.com/support/library/extended-support-faq.pdf

11i Premier Support Ends in Nov 2010.

R12 Release History

Recommendations (as of April 2010):

Take the latest R12.1.X release available (R12.1.2) Product Maturity Counts The average number of SRs associated with an R12.0 Customer implementation decreased significantly (versus an R12.1 implementation).

Baseline required to qualify for Extended Support

Minimum Baseline Patch Requirements for Extended Support on Oracle E-Business Suite 11.5.10 (Doc ID 883202.1)

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R12 Adoption Trends

R12 Adoption Trends SR Arrival %

% Submitted SRs

R12 Adoption Trends

For Distinct Customers Logging EBS SRs
59% of Customers are logging 11i SRs 41% of Customers are logging R12 SRs

11i

R12

26% of Customers are logging BOTH 11i & R12 SRs

Cumulative % of Distinct Customers: Jan 2009 Feb 2010

R12 Upgrade Highlights

R12

R12

R12

This is NOT just a Technical Upgrade and Data Migration

Not out-of-the-box upgrade or implementation. Requires more time and resources than were required for E-Business Suite maintenance pack upgrades (e.g., 11.5.9 to 11.5.10)
Set up of the new Financials features Map your business processes to new Financials product functionality

Allow Sufficient Time for your Upgrade

An 11i to Release 12.1 upgrade involves significant changes in data model and functionality
Especially in the Financials product area.

Release 12.1 includes centralized functionality to handle accounting, taxation, and access to data across organizations with more flexible implementation options than were available in Release 11i to meet a wider variety of business needs. Mapping or eliminating your existing Customizations

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R12 Upgrade Best Practices, Tools & Problem Avoidance ATG (Tech Stack) Kyle Harris

R12 Upgrade Best Practices - ATG

Upgrade Path / Plan Validation
Thoroughly validate the plan Check manuals, notes, certifications Use Support, Communities, Forums, Blogs Realistic plans, realistic expectations

Divide and Conquer

1 procedure at a time; keep it simple Sanity checkpoints Backup intervals during the upgrade

Practice
Include practice in the plan 3-5 test runs help to ensure a smooth Production upgrade Be aware of deviations

R12 Upgrade Tools - ATG

Maintenance Wizard
Maintenance Wizard vs. Manual Upgrades Collects data from 11i and filters R12 upgrade steps Includes Project Management features Records task times, assigns tasks

Other
Using a fresh 12.1.1 as a tool Gain familiarity with R12 (DBAs and Users) Sanity check Tables, files, environment, application Validation of OS R12 Upgrade Tools

R12 Upgrade Problem Avoidance - ATG

Production Server vs. Test Servers
Reconcile or at least be aware of differences OS Patches, RPMs & oraInventory differences Run a test on the Production server, if possible

Pre-Upgrade File System Integrity

The upgrade expects files to be specific, exact versions Only certain patches can be applied, pre-upgrade

Skipping failed upgrade jobs

Creates integrity issues Upgrade plan deviations

R12 Upgrade Best Practices, New Features & Tools Applications Stephen Horgan

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R12 Upgrade Best Practices - Applications

Schedule Review features and changes Set a realistic schedule Review new features, tables, terminology and other changes in R12 Training (Oracle Education, Oracle Tutor and Oracle User Productivity Kit UPK, Advisor Webcasts) Oracle User and Implementation Guides and eTRM My Oracle Support Resources (Notes, RCDs, TOIs Communities, Forums, etc.) Clear up any data issues in 11i before upgrading Ex. Accounting Health Check Note 416699.1 Clear Interfaces and Any Processing Exceptions Ex. Import Expense reports and Invoices, Confirm/Cancel all Unconfirmed Payment batches, transfer subledger accounting, import journal entries from gl_interface/pa_gl_interface. R11.5 Reports have been obsoleted, replaced and changed in R12 Find the equivalent report in R12 and make sure reports have data you need Ex. R11i Posted Invoice Register (APXINPIR) is replaced by the R12 Payables Posted Invoice Register (APXPOINV). (Note 431615.1) Run reports in R11i pre-upgrade and compare with equivalent R12 reports post upgrade Ex. Reconcile your Trial Balance totals to GL before the upgrade. And compare the R12 and R11i Trial Balance totals after the upgrade.

Clear up data issues Interfaces and exceptions

Review reports

Run reports

R12 Upgrade Best Practices - Applications

Customizations Do you need them? Will they work in R12? Review new features and functionality in R12 to replace existing customizations Review architectural changes to determine if they will work in R12 Use BI Publisher to develop new reports

Latest code
Apply patches (BEFORE) Apply patches (AFTER) Performance

Upgrade to latest code R12.1.2 Note 949406.1 R12.1.2; Note 798258.1 R12.1.1
Apply the pre-upgrade patches BEFORE upgrading to R12. Note 954704.1 R12.1 Apply the post-upgrade patches ASAP after completing the upgrade. Note 954704.1 R12.1 Performance Make sure all processes are running and can handle your volume; e.g., the Create Accounting process (Payables Accounting Process in 11i)

Test business scenarios

Oracle Reports

Test all of your business scenarios with upgraded as well as new data
Oracle Reports (RDFs) to BI Publisher (XML) Make sure XML reports can display the volume of data you need displayed; Note 563945.1

R12 Upgrade Tools - Applications

Oracle Diagnostics **
Can be used to help prevent and resolve issues before and after the upgrade. Make sure diagnostics is set up and working in R12 Make sure you are aware of what diagnostics are available for applications you use and what they can do for you. (Oracle Diagnostic Note 167000.1)

Install Oracle Configuration Manager to leverage health checks and priority handling ** Generic Data Fixes (GDF) for Payables Pre and Post Upgrade (Note 874903.1) Maintenance Wizard (Note 215527.1) OAM Patch Wizard (Note 976188.1)
** Attend the following session for more detailed information ** Session ID: 4773 - Oracle E-Business Suite Diagnostics & Health Checks (Lisa Scott) Date: Thursday, April 22, 12:15 pm - 1:15 pm

R12 Upgrade New Features - Applications

Subledger Accounting (SLA)
R12 Pre-Upgrade program (Note 604893.1) R12 Post-Upgrade SLA Hot Patch (Note 604893.1) Confirm that as much data as possible is accounted and ALL accounting is transferred before you upgrade. Test the period close processes for several months. (Note 437422.1) Test Drilldown from GL to old/upgraded and new subledger accounting data. Compare accounting reports before and after the upgrade Ex. Reconcile your Trial Balance totals to GL before the upgrade. And compare the R12 and R11i Trial Balance totals after the upgrade. Find training available at Oracle University: http://education.oracle.com Search for Course Name = R12 Oracle Subledger Accounting Fundamentals

R12 Upgrade New Features - Applications

EBTax Payables
New Supplier Model (Trading Community Architecture - TCA) New Invoices Data Model (Header, Lines, Distributions)

Payments
iPayment setup required to make payments (UMX Security) Bank Account Model Changes New Configurability Setup Payment Methods New Configurability Setup Payment Process Profile

Multiple Organization Access Control (MOAC)

R12 Upgrade Best Practices - Other

General Ledger
Note 811146.1 - Oracle General Ledger Release Notes, Release 12.1.1

Fixed Assets
Note 456064.1 - Suggestions for Converting into the Group Asset Structure in 11i and/or R12

HRMS
Important HRMS functional known issues (Note 135266.1) Always upgrade to Latest HRMS (HR Global) Legislative Data Patch (Review Note 145837.1) Always check all HRMS functional profiles, make sure they are compared and in sync (before and after the upgrade). Some HRMS reports might not produce correct xml output after upgrade - e.g., signal 6, signal 11 or other errors; this is due to profile changes made by certain patches included into R12 HRMS upgrade. Review notes 551042.1 and 560567.1 for configuration changes to fix the issue or upgrade to latest ATG patches.

R12 Upgrade Resources Summary

Has PREUpgrade Steps? Yes Yes Yes Yes Yes Yes Yes Yes

NOTE

Title

806593.1 Oracle E-Business Suite Release 12.1 Info Center 1080606.1 This Presentation 987516.1 Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12.1 - Whitepaper 804373.1 Oracle E-Business Suite Release 12.1 Release Value Propositions 752503.1 R12 Upgrade - Financials Critical Checklist 461705.1 Oracle E-Business Suite Upgrade Guide Home 1082375.1 Oracle Applications Upgrade Guide Release 11i to R12.1.1 824414.1 Frequently Asked Questions related to E-Business Suite Release 12.1 link => Oracle Tutor and Oracle User Productivity Kit (UPK) is available at http://www.oracle.com/applications/tutor/tutor-upk-index.html

***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

R12 Upgrade Best Practice Summary

The R12 Upgrade is a complex one
Includes changes in the technology stack, financials accounting engine, and tax enginejust to name a few

Give yourself plenty of time to:

Understand changes between 11i and R12.1 Plan your upgrade Train and prepare your end users Conduct testing of your business configuration in R12

Use R12.1 Information Center as your one-stop shop: Note 804373.1 Finally, review the documents that we have shared in this presentation.
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

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Appendix

R12 Upgrade Notes

General
Note 806593.1 - Oracle E-Business Suite Release 12.1 Info Center*** Note 798258.1 - Oracle Applications Release Notes, Release 12.1.1*** Note 1082375.1 - Oracle Applications Upgrade Guide Release 11i to R12.1.1*** Note 987516.1 - Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12.1*** Note 804373.1 - Oracle E-Business Suite Release 12.1 Release Value Propositions*** Note 752503.1 - 12 Upgrade - Financials Critical Checklist*** Note 461705.1 - Oracle E-Business Suite Upgrade Guide Home*** Note 215527.1 - Maintenance Wizard Overview*** Note 954704.1 - EBS: R12.1 Oracle Financials Critical Patches*** Note 790942.1 - Oracle Applications Documentation Resources, Release 12.1*** Note 561580.1 - Oracle E-Business Suite Release 12.1 Release Content Documents*** Note.889733.1 - R12 Upgrade Considerations by Product (FINANCIALS)*** Note 824414.1 - Frequently Asked Questions related to E-Business Suite Release 12.1*** Note 744894.1 - Advisor Webcasts: New R12 Financials Product Features*** Note 167000.1 - E-Business Suite Diagnostics Installation Guide*** Note 807319.1 - Release 12.1 Transfer of Information (TOI) Online Training*** Note 166650.1 - Working Effectively With Global Customer Support

***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

R12 Upgrade Notes

General (Continued)
Note 759002.1 - R12: Oracle Financials Year-End Close and Reconciliation Resources Note 841218.1 - Release 12: Why are One-Off Patches so Large? Note 726522.1 - R12: What are Legal Entities and how to define them? NOTE:976188.1 - Patch Wizard Utility

Payables
Note 562887.1 - R12: Helpful Tips for a Successful R12 AP Implementation*** Note 416699.1 - Oracle Payables (AP): 11i - Accounting Health Check*** Note 405627.1 - Oracle Payables Release 12 Known Issues Note 563945.1 - Large XML/BI Reports Take a Long Time to Process Or Fail Note 551504.1 - How to troubleshoot the R12 Create Accounting process Note 437422.1 - R12 Troubleshooting Period Close in Payables Note.578232.1 - R12 Proactive Intelligence Center Oracle Payables Note 812085.1 - Oracle Payments Release Notes, Release 12.1.1 Note 404264.1 - How To Setup Payment Build Program Validation In Release 12? Note 438764.1 - Cannot Take Action Of A PPR Request Stuck In Submitted For Payment Note 434985.1 - Why The Payment Exchange Rate Type Required In Payment Process Request? Note 549024.1 - 11i Payment Documents Do not Exist in R12--How to create the payment documents from 11i Note 732928.1 - R12 Troubleshooting Accounting Issues

***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

R12 Upgrade Notes

EBTax
Note 810443.1 - Troubleshooting and Overview of the E*Business tax R12 Upgrade for Order to Cash*** Note 885225.1 - White Paper on Setting up Tax Accounting Note 750064.1 - Using and Troubleshooting Tax Exemptions in Release 12 eBusiness Tax Note 875894.1 - Using and Troubleshooting Tax Registration Number Issues with R12 E*Business Tax Note 735991.1 - Using Tax Recovery in Release 12 E-Business Tax Note 737320.1 - Troubleshooting eBusiness Tax Reporting Issues in release 12 Note 806575.1 - Using Taxware and Troubleshooting the Integration with R12 eBTax Note 761438.1 - Using Vertex and Troubleshooting the Integration with R12 eBTax Note 745968.1 - Troubleshooting AutoInvoice Tax issues with eBusiness Tax R12 Note 789455.1 - Troubleshooting tax calculation issues with Order Management and EBTax Note 795718.1 - EBS: FAQ for European Union 8th Directive VAT for Oracle Financials Note 784692.1 - Troubleshooting Latin Tax Engine in R12 Note 577996.1 - Case Study: Setup R12 E-Business Tax for Canada: Includes 2010 HST Changes Note 463001.1 - Oracle E-Business Tax Configuration Library

Subledger Accounting
Note 604893.1 - R12 FAQ for the SLA Upgrade SLA Pre-Upgrade, Post-Upgrade, and Hot Patch*** Note 985539.1 - R12 SLA: Subledger Accounting Reference Articles

***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

R12 Upgrade Notes

Receivables
Note 795334.1 - Oracle Receivables How To Diagnose Document Index Note 761180.1 - R12 Whitepaper: Balance Forward Billing - A Guide for Oracle Receivables Users Note 215376.1 - AutoAccounting Setup White Paper Note 731191.1 - AP/AR NETTING A TECHNICAL INSIGHT Note 370763.1 - Whitepaper : E-Business Suite Solutions for Deduction Management Note 745996.1 - R12 Whitepaper: Automatic Receipts - A Complete Guide for Oracle Receivables Users Note 968342.1 - Staged Dunning in Advanced Collections Release 12

General Ledger
Note 811146.1 - Oracle General Ledger Release Notes, Release 12.1.1

Fixed Assets
Note 456064.1 - Suggestions for Converting into the Group Asset Structure in 11i and/or R12

Trading Community Architecture (TCA)

Note 554492.1 - Setting Up Geography Hierarchy And Address Validation in Release 12 Note 565959.1 - Setting Up Personalization in Customers Standard Release 12

Grants
Note.878214.1 - Project Managment & Grants Accounting Are Certified To Work In Same Operating Unit Note 579040.1 - Oracle Grants Accounting Release Notes, Release 12.1.1 Note 959240.1 - Oracle Grants Accounting Release Notes, Release 12.1.2

***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

Discrete and Process Manufacturing

Discrete and Process Manufacturing Note 868709.1 - Getting Started With 12.1 - Process Manufacturing (OPM) - Support Enhanced RCD Note 416162.1 - Getting Started With R12 - Process Manufacturing (OPM) Support Enhanced RCD Note 415922.1 - Getting Started With R12 - Discrete Manufacturing Support Enhanced Release Content Document Note 416166.1 - Getting Started With R12 - Maintenance Management Support Enhanced Release Content Document HRMS Note 135266.1 - Oracle HRMS Product Family - Release 11i and Release 12 Information Note 551042.1 - Various Payroll and Legislative Reports Are Erroring With Signal 6 Or Signal 11 Note 560567.1 - Signal 11 Error When Submitting Advanced Benefits Concurrent Requests Note.145837.1 Ext/Pub Latest HRMS (HR Global) Legislative Data Patch Available ***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade