cedar crest on er 12 presentation 1247783438

Release 12.1 Overview

New and Changed Features in Oracle Release 12.1

New and Changed Features for Procurement in Oracle Release 12.1


22

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

3

Purchasing - Buyer Workbench

4

Purchasing - Orders

5

Purchasing - Agreements

6

Purchasing - Deliverables

7

Purchasing - Negotiations

8

Sourcing - Intelligence

9

Sourcing - Administration

10

New and Changed Features for Accounts Payable in Oracle Release 12.1


11

Supplier (TCA)

12

Payment Manager

13

ACH Formats

14

iExpenses

15

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

20

New and Changed Features for Budgeting in Oracle Release 12.1


21

Typical Budget Processes Are Inefficient

22

● Time – takes too long, results obsolete/stale

● Quality – too many input variables

● Cost – many wasted resources, dubious benefits

● Flexibility – lack of responsiveness to changes

FP&A Group

Senior Management

Dept B Dept C

Oracle Hyperion Planning

• 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

23

Shortens Planning Cycles and Improves Business Predictability

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 ModulesWorkforce, CapEx, Allocations

Workforce Planning

• Special-purpose planning module that makes headcount, salary and compensation planning fast and efficient across the enterprise.

• Designed with pre-built functionality and best practices that are ready to use right out of the box

• Includes predefined data forms, accounts, calculations, menus, and Smart lists.

CapEx Planning

• Specialized planning module that automates the planning of capital assets and capital asset related expenses, such as depreciation, maintenance and insurance.

• Capital Expense Planning includes pre-built functionality and best practices that easily plan for all your capital expenses.

• Includes predefined data forms, accounts, calculations, menus, and Smart lists

Drill-through to General LedgerInsight into Action in a Single System

26

Hyperion Financial ManagementHyperion Planning

Oracle Account Analysis and Drill-Down for both

Actual and Budget

Oracle

Interaction Options for Planning

27

Hyperion Planning

Dashboards Webform Excel Financial Reporting Other MS Office

Workspace


New and Changed Features for Human Capital in Oracle Release 12.1

29

R12.1 Content by Focus Area

● Core Human Resources● Self Service Human Resources● Advanced Benefits● Performance Management● Compensation Workbench● iRecruitment● Time & Labor● Payroll

3030

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

31

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

R12.1 Performance Management

32

● 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

R12.1 Compensation Workbench

33

● 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

34

● 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

R12.1 Compensation Workbench

R12.1 iRecruitment

35

● 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

R12.1 Time & Labor (OTL)

36

● 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

3737

R12.1 Human Resources Benefits

37

● 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.

Performance Management and Incentive Compensation

Defining the Program

38


Defining Individual Components

39


Link to Other Documents

40

Release 12.1.1 Overview

Upgrade Considerations

12.1.1 Base Technology

● 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

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

E-Business Tech Stack Version Changes

43

•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

E-Business Version11.5.10.2 12.0.4 12.1.1

DatabaseRDBMS

9iR29.2.0.6

10gR210.2.0.4

11gR111.1.0.7

DeveloperForms & Reports

6i8.0.6.3

10g10.1.2.2

10g10.1.2.3

Web & Java 9iAS1.0.2.2.2

10gAS 10.1.3.0.0

10gAS10.1.3.4

Java (JDK) Jinitiator 1.3.1.24

Sun JRE 1.5.0_13

Sun JRE 1.6.0_10

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 Overview1) 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 46

<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

Using Release 12.1 to Address ARRA Requirements

Transparency, Accountability and Strategy

51

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.

52


● 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.

53

Transparency and OversightRequirements

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.

54

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

55

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.

56


57

Questions and Answers