Upgrading to R12

 
Introduction:

This paper is directed to all Customers and IT professionals who are planning, managing, or running a Release 12.x (R12.0.x/12.1.x/12.2.x) upgrade project from 11.x.

Benefits of Upgrade:

  • Oracle Applications complexity is leveraged by upgrading which enables you achieve a variety of compliance and tax requirements, localization and new functionality. This also helps to keep your organization well positioned to meet your business objectives, by leveraging the latest technology
  • Oracle Applications complexity is leveraged by upgrading which enables you achieve a variety of compliance and tax requirements, localization and new functionality. This also helps to keep your organization well positioned to meet your business objectives, by leveraging the latest technology
 
Benefits of Upgrade:
  • Oracle Applications complexity is leveraged by upgrading which enables you achieve a variety of compliance and tax requirements, localization and new functionality. This also helps to keep your organization well positioned to meet your business objectives, by leveraging the latest technology
  • In an increasingly rigorous regulatory compliance environment, upgrading may facilitate compliance at a lower cost by retiring customizations and deploying standard processes across your organization
  • New Release provides advanced database capabilities, better integration with third party applications, newer extensions and personalization, and improved security for enterprise applications.
  • Oracle development has focused on improving the ability of EBS to better manage complex global businesses, especially where organizations are centralizing their applications into a shared service environment. 20+ new products with almost 2000+ enhancements, including:
    • Ledgers and Ledger Sets - replace Sets of Books
    • Financials Accounting Engine – SLAM
    • Tax Engine - E-Business Tax
    • Cross Organization Responsibilities – MOAC
    • Deferred COGS – Replacing COGS
  • Upgrading allows us to leverage the latest performance and usability enhancements, enabling you to increase the efficiency of your applications utilization and your business
  • Upgrading helps your Oracle products remain eligible for the highest levels of product support
  • Upgrading helps maintain eligibility for tax and regulatory updates for your applications
 
Operational Advantages:
  • Supportability
  • Stability
  • Better performance / Opportunity to re-engineer
  • Frequent CUs
  • Reduced Maintenance Costs
 
This document provides advice on:
  • Benefits of new features within R12.2
  • How to minimize upgrade downtimes
  • Tips on combining your upgrade with a platform migration or footprint expansion
    • Release 11.5.10, the last major release of 11i, came out in November 2004. Since then, there have been two more major releases of the E-Business Suite:
    • Release 12.0, January 2007, contained major architectural improvements to the Financials products to support global and shared service operations, improve operational efficiencies, and reduce risk.
    • Release 12.1, May 2009, rounds out Release 12.0 with significant enhancements to all other product areas, including Procurement, Supply Chain Management, Asset Lifecycle and Service, and Human Capital Management. It also includes usability improvements and centralized life cycle management.
    • Release 12.2 Specifics
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Upgrade Overview:

E-Business Suite customers on 11i or 12.0 now have the choice to move either to 12.1 or to 12.2. A direct upgrade to 12.1 is supported from 11.5.9 or higher, and a direct upgrade to 12.2 is supported from 11.5.10 CU2 or higher.


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Why R12.2 and not R12.1:
  • High availability provided by Online Patching.
  • New functional enhancements that are in 12.2.
  • Prefer to invest in a single project to upgrade directly to 12.2.
Why R12.1 and not R12.2:
  • Prefer to target a release on which Oracle has thousands of stable live customers.
  • Stay on 12.1 for 3-5 years before upgrading to 12.2.
  • Need to move from a release below 11.5.10 with no direct upgrade to 12.2.
Why not R12.0?
  • Investment cost to upgrade R12.1 / R12.2; and maintenance cost is high
  • Procurement, HRMS and some Financials, actually was a pretty good release, even on the initial 12.0.3. Most major functionality in HRMS Suite and Procurement Suite actually worked from 12.0.6

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Plans for Oracle Applications Upgrade Paths:

The following table lists the supported upgrade paths for Oracle Applications, including releases that require an interim upgrade step:

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Database Upgrade Requirements:

To complete the upgrade to Release 12, you must migrate or upgrade your database to Oracle 10g Release 2 (10.2.0.2). Direct upgrades to R12.x paths are available for Oracle EBS 11.5.7 and later only with data base upgrade. Systems running 11.0 or 11.5.1-11.5.7 are required to upgrade to 11.5.10 CU2 with 10.2.0.2 database before they can be upgraded to R12 directly The following table lists the paths available for each of the E-Business Suite 11i releases supported for an upgrade to R12. For convenience, these paths are labeled Path A, Path B, and Path C.

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Path A: Standard Upgrade Path

Path A is applicable to any E-Business Suite system of Release 11.5.7 or later. However, Path A is the only path available to systems running releases 11.5.7, 11.5.8, 11.5.9 (base or CU1), 11.5.10 (base or CU1).

Path A: Standard Upgrade

Path A is applicable to any E-Business Suite system of Release 11.5.7 or later. However, Path A is the only path available to systems running releases 11.5.7, 11.5.8, 11.5.9 (base or CU1), 11.5.10 (base or CU1). This path requires an extended R12 upgrade downtime because the upgrade of the database to 10.2.0.2 must take place during the critical downtime for the R12 upgrade. In Chapter 2 of the Oracle Applications Upgrade Guide, you run Rapid Install to install the applications technology stack as well as the 10.2.0.2 Oracle home.

Path B or Path C

Systems using Path B or Path C have or will have databases already upgraded to 10.2.0.4 by using the process documented in the Interoperability Notes: Oracle Applications Release 11i with Oracle Database 10g Release 2 (10.2.0). Path C breaks out the R12 upgrade downtime window into two separate downtimes as opposed to oneextended downtime in Path B.

Path B: Upgrade Path for Systems with 11.5.9 CU2 or 11.5.10.2 with a 10.2.0.4 Database

During the Migrate database to Oracle10g Release 2 step in Chapter 3, apply the 10.2.0.4 database patch to the RapidWiz-installed 10.2.0.3 Oracle home, before continuing with the standard R12 upgrade process, or use 10.2.0.3 DB Home supplied by RapidWiz and upgrade to 10.2.0.4 later.

Path C: Upgrade Path for Systems with 11.5.9 CU2 or 11.5.10.2 with a 9iR2 or 10gR1 Database

Either prior to beginning the R12 upgrade preparation process, or during the migration, upgrade your database to Oracle 10g Release 2 step in Chapter 2 (Master note : 403339.1).

Technology Stack
  • Migrate database to Oracle Database 11g Release 2. Oracle E-Business Suite Release 12.2 require at a minimum Oracle Database 11g Release 2 (11.2.0.3).
  • Switch from Oracle Portal to Oracle Web Center Portal
Database

Oracle E-Business Suite Release 12.2 introduces online patching, which greatly reduces the need for such downtime. All patching in Release 12.2 is performed using this new model.

 
Key Features
  • Patching operations are carried out while the applications are in use and users are online. This is accomplished by means of a copy of the application components that are stored in the database and file system (data stored in transaction tables is not copied).
  • Maintenance Mode is not needed or used in Release 12.2.
  • Blocking concurrent program during online patching
  • Disable functionality during online patching
  • Context Variables for Online Patching File Systems
    • Several AutoConfig context variables support the file systems used in online patching. For example, the s_ne_basecontext variable stores the location of the non-editioned file system, and AutoConfig sets the environment variable $NE_BASE to the corresponding Patching and Management Tools value.

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Editioned and Non-Editioned Objects

EBR automatically manages versioning of objects that support editioning, such as code objects. However, not all objects can be editioned: most notably, this includes transactional data, of which there is only ever one copy. Oracle E-Business Suite Release 12.2 introduces a new concept, the logical view of the data model. This is implemented via synonyms and editioning views, which isolate the running application from changes to the data model that may be introduced by a patch. That is to say, data model changes are guaranteed to not affect the running application. Data model changes are implemented as new columns on the table, which are exposed to the patch edition of the application via the editioning view. New tables can be introduced by an extension of the same principle.


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AutoConfig also sets the environment variables $RUN_BASE and $PATCH_BASE, so you can easily tell which is currently the run file system and which is the patch file system.


User Experience Modernization

With 12.2.3, the Oracle E-Business Suite incorporates current UI design trends and improves user productivity by including:


  • New look and feel: appears lighter and fresher, with flat rather than dimensional elements, reduced gradients, and white or light colors with splashes of darker color.
  • Rich table interaction: allows an end user to scroll through a table if its width exceeds the browser's width, detach a table and work with it as a separate component with a wider width, and re-size and reorder table columns that an end user can then save as a user personalization.
  • Work list header icon: displays by default in all HTML-based pages. The worklist header icon is an alternative to including a work list region in the Oracle E-Business Suite home page. Users can select the icon to view a summarized list of recent otifications, and then click to view and respond to notification details.
File Structure
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Environmental Variables:
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What is Inst_Top?

Instance home is the top-level directory for an applications instance which is known as Instance Home and is denoted by the environment variable $INST_TOP. This contains all the config files, log files, SSL certificates etc.


Advantages of new INSTANCE HOME
  • The additional Instance Home makes the middle tier easier to manage and organized since the data is kept separate from the config files.
  • The Instance Home also has the ability to share the Applications and Technology stack code across multiple instances.
  • Another advantage of the Instance Home is that the autoconfig writes only in INST_TOP so APPL_TOP and ORACLE_HOME can also be made read only file system if required.
For R12.2.x

Oracle E-Business Suite Release 12.2 uses a dual file system (Dual and Non-Editioned File Systems). At a given time, one file system (designated 'run') is part of the running system, while the other (designated 'patch') is either having patches applied or standing by in readiness for patch application. The two file systems are often referred to as fs1 and fs2. Note: It is important to distinguish between the file system (fs1 or fs2) itself and its current role, which alternates between 'patch' and 'run' with every patching cycle.


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Fusion Middleware Home:

The Oracle Fusion Middleware (FMW) directory is another key high-level directory. It is completely new in Oracle E-Business Suite Release 12.2, as this technology was not used in previous releases.Typically, the FMW directory will be located in a path such as /u01/R122_EBS/fs1, at the same level as the instand EBSappsdirectories. It includes subdirectories such as:


  • EBS_Domain: The Oracle WebLogic Server domain used to deploy Oracle E-Business Suite. All the domain-specific configuration and log files are located here.
  • Each node in a WLS domain has a Node Manager, which can be started and stopped using the $ADMIN_SCRIPTS_HOME/adnodemgrctl.shscript.
  • wlserver_10.3: Contains all the binaries and libraries required to support Oracle Weblogic Server.
  • oracle_common: Contains all the Java Required Files (JRFs) needed by Oracle E-Business Suite.
  • webtier: Contains the HTTP server instance used by EBS. All the HTTP-specific configuration and log files are located here
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Common Directory:
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Highlights of R12 Features / Major Changes
 
Key Points:
  • 11i in particular is in responsibility and operating unit basis, but R12 is multi operating unit basis.
  • 11i in particular is in set of books using and R12 using in ledgers.
  • 11i in MRC Reporting level set of books is referred to as reporting set of books, but in R12 reporting ledgers is referred to as reporting currency. Banks are using at single operating unit level in 11i, and ledgers level in R12.
 
New features of R12:

Sub-ledger Accounting – The new Oracle Sub-ledger Accounting (SLA) architecture allows users to customize the standard Oracle accounting entries. As a result of Cost Management's uptake of this new architecture, users can customize their accounting for Receiving, Inventory and Manufacturing transactions.

Enhanced Reporting Currency (MRC) Functionality – Multiple Reporting Currencies functionality is enhanced to support all journal sources. Reporting sets of books in R12 are now simply reporting currencies. Every journal that is posted in the primary currency of a ledger can be automatically converted into one or more reporting currencies.

Multi-Organization Access Control (MOAC) – Multi-Org Access Control enables uses to access multiple operating units data from single responsibility. Users can access reports , Concurrent programs, and all setup screens of multiple operating units from single responsibility without switching responsibilities. They can also use Order Import to bring in orders for different Operating Units from within a single responsibility. This is applicable to all the transaction modules.

Deferred COGS and Revenue Matching – R12 provides the ability to automatically maintain the same recognition rules for COGS and revenue for each sales order line for each period. Deferred COGS and Deferred Revenue are thus kept in synch.

Bank Accounts – R12 integration with Bank Accounts has been done effectively. New Bank Account Model- Central place to define internal bank accounts, keep track of all bank accounts in one place, and explicitly grant account access to multiple operating units/functions and users. In the new model, bank accounts are owned by Legal Entities with the option to grant account use to Operating Unit (Payables, Receivables), Legal Entity (Treasury), Business Group (Payroll)

Advanced Global Intercompany System (AGIS) – Enables users to create, settle and reconcile intercompany transactions. Intercompany transactions are transactions that occur between two related legal entities in an enterprise or between groups in the same legal entity. 1) Transactions that occur between two legal entities are called intercompany transactions. 2) Transactions that occur between two groups within one legal entity are called intracompany transactions. Release 12 AGIS now manages both Intracompany and Intercompany Transactions. Release 12 AGIS replaces Release 11i Global Intercompany System (GIS)

Introduction of EBTax – Oracle developed EBTax as a whole new module structure. In EBS 11i, the tax structure was by module where the tax engines and the setup were done separately in AP and AR. EBTax offers major features in R12 such as providing the infrastructure for tax knowledge management along with providing tax service to all E-Business Suite Flows using a global single architecture. When EBTax is used as tax engine, the transaction information is “passed” from the E-Business Suite module to EBTax. EBTax determines the applicable taxes, and generate the tax transaction lines which are linked back to the original transaction.

Unified Inventory – R12 merges Oracle Process Manufacturing OPM Inventory and Oracle Inventory applications into a single version. So OPM users can leverage the functionalities such as consigned & VMI and center led procurement which were available only to discrete inventory in 11i.5.10.

Workflow Shipping Transaction Enhancement – Oracle has enabled Workflow in the Shipping process for: workflow, process workflow, activity and notification workflow, and business event

Enhanced LPN Support in shipping execution

Professional Buyer’s Work Center – To speed up buyers’ daily purchasing tasks – view & act upon requisition demand, create & manage orders and agreements, run negotiation events, manage supplier information.

Freight and Miscellaneous Charges – New page for viewing acquisition cost to track freight & miscellaneous delivery cost components while receiving. Actual delivery costs are tracked during invoice matching.

 
Cons:

Resources – Availability of knowledgeable resources

Integration with customized applications – In a customized environment, all the extensions & interfaces need to be analyzed because of the architectural changes in R12

Highlight of R12.2 Features – In Depth by Functional Areas HCM
 
Core HR:

The Synchronize WF Local Tables (FNDWFLSC) concurrent Program is now replaced with Incremental Synch APIs provided by workflow to move user or role data from product groups to the Workflow Directory Services tables. From this release onward, Incremental Synch APIs will be called internally to move user/role data from product groups to the Workflow Directory Services tables.Now HR users can perform transactions such as Termination, Reverse Terminations or Reconsider Application in iRecruitment even though future dated person type changes exist for an employee.

 
Oracle Time and Labor:

Oracle Projects provides a feature to process project labor transactions from actual payroll costs in addition to the existing standard costing basis. Users have the option to use actual pay rates to calculate accrued labor cost amounts or standard labor costs. To ensure the most accurate pay rate derivation, new time card attributes such as Job, Work Type and Location are captured in the time card in addition to existing fields for Project, Task and Type. New layouts are provided to capture the additional pay rate derivation attributes. To use the new layout, users need to enable a new preference - "Time Store Enhanced Projects and Payroll Integration Setup". The “PRC: Transaction Import” program retrieves the new values when time cards are imported to Oracle Projects. Users can add attachments to their time cards. Users can attach a file or free form text or an URL. With this release a new check box is provided on the Time card Review page. The Submit button gets enabled when user selects this check box. The purpose of this check box is to get an affirmative acknowledgement and confirm the accuracy of the time details entered by the user.

 

Oracle iRecruitment now enables enterprises to create a vacancy with multiple locations, instead of creating multiple vacancies for each location. The multi location vacancy feature enables hiring managers and recruiters to:

  • Create a vacancy in multiple countries and locations
  • Create a vacancy with multiple locations in one country
  • Generate and extend offers in the desired country, after processing the job applications.
The multi location vacancy feature enables candidates to:
  • Search for jobs based on any of the locations identified for the vacancy
  • Choose their location preference while submitting job applications.y
Projects
 
Project Billing:

Payables Integration Enhancement – Support for Self Assessed Tax Standard Invoicing for Adjusted Transactions Set up Unbilled Receivable or Unearned Revenue (UBR/UER) as control accounts to prevent users from entering manual journals.

 
Project Costing:

Labor Costing Integrations (Costing with HR Rates with Support for Multiple Rates per Employee, New OTL Timecard Layout to Support Rate by Criteria, Total Time Reporting for Exempt Employees, Labor Costing using Payroll Actuals) Oracle Projects integration with Complex Maintenance, Repair and Overhaul (CMRO) has been enhanced to support non-routine, unplanned repairs. In Release 12, E-Business Tax and Oracle Payables introduced new functionality to calculate and store selfassessed tax amounts. In Release 12.2, the tax amounts are interfaced to Oracle Projects and recorded as a project expense.

Finance
 
E-Business Tax

Enhancement of Customer Interface program to import the following tax information: Party Tax Profile, Tax Registrations, Exemptions, Reporting Code Association. Ability to define rules to calculate taxes using null transaction attributes. Two new operators, ‘Null’ and ‘Not Null’ are available to specify whether a transaction attribute is allowed to be null during tax calculations.

 
Oracle Financials for Americas Brazilian CFOP – Derivation and Defaulting:

The CFOP (Fiscal Code of Operations and Services) code is a 4-digit code defined by the National Tributary System in Brazil. Oracle Brazilian Receivables has been modified to perform automatic derivation and defaulting of CFOP codes from the setup onto the Receivables transaction lines.

 
General Ledger:

E-Business Suite General Ledger Integration with the Fusion Accounting Hub This integration includes a program that creates and transfers Fusion journals to record EBS period balances, and the ability to drill-down from Fusion to EBS. When balances are transferred, it is possible to apply mappings to update EBS General Ledger period and/or the account values. Data Relationship Management (DRM) Integration with E-Business Suite Hyperion DRM's master data management solution can store chart of accounts values and child-parent relationships in a single application, regardless of the number of E-Business Suite instances or other general ledger applications used.

 
Oracle iReceivables:

Registration History and Payment Audit History Oracle iReceivables now provides a Setup Checklist page to perform setup steps and streamline the user registration process. Two new tasks, Registration History and Payment Audit History are available on the Setup Checklist page to manage the registration and payment processes. Administrators can now monitor customer registration requests and aid their customers in completing the registration process by searching, viewing and releasing the hold on the account request received. Customer service representatives can use the Payment Audit History to search and review the status of payments made by customers through iReceivables enabling them to provide accurate payment status information to their customers.Oracle iReceivables Extensions for Oracle Endeca.

 
Oracle Payments:

Oracle Payments now has the ability to import payment acknowledgement reports containing payment status for bank received payment files.

Users can:
  • Map bank acknowledgment codes with the system defined acknowledgment codes
  • Import acknowledgment data
  • Import multiple acknowledgments per payment
  • Review acknowledgment details including bank reported errors and status.
 
Oracle Receivables:

Companies are constantly striving towards reducing the period close cycle time to finalize the financial statements as early as possible for management and statutory reporting. One of the period close tasks that can take considerable amount of time is resolving the accounting exceptions (Review and Manage Accounting Exceptions during Period Close). Receivables now provides the new Sweep Invalid Distributions report that shows the details of the accounting exceptions that are holding the period close for review and action. If the amount involved is not material from the reporting perspective and resolving the accounting exceptions is likely to delay the period close, then the accounting date of the accounting distributions that have exceptions should be swept to the next open period. Pass manual journal entry in the General Ledger in the current period for the receivable accounting distributions that are swept to the next period. Companies using the Lockbox service receive the data file containing receipt information from the banks at frequent intervals for each bank account that receives payments. These files are processed by the Auto Lockbox programs to import, validate, create and apply receipts. Until now the lockbox processing programs had to be launched manually from the UI for each data file (Automate Auto Lockbox Processing). Receivables now allows these programs to be submitted as standard concurrent requests using the standard Submit Request form. Assign Customers to Unidentified Receipts using API Receivables departments need to efficiently manage the cash application process to reduce the manual efforts and at the same time improve the customer satisfaction. Timely and accurate application of the unidentified customer cash receipts to the invoices paid is important to provide a true picture of the customer account and the transaction status and helps in improving customer satisfaction. An API is now available that can be used to assign customers to the unidentified receipts. Golden Tax Adaptor Enhancement for Mainland China The Golden Tax Adaptor provides the following new features:

  • Integration with Aisino Golden Tax system V7.20 on which one Golden Tax transactions can map multiple VAT invoices
  • VAT invoice types can be defaulted by customer taxpayer types, and user can change the default VAT invoice type on receivable transaction level
  • Allow to split transaction lines while unit price exceeds maximum VAT invoice amount limit.
 
Oracle U.S. Federal Financials:
  • Federal Financials has been modified to accommodate attributes for the Common Government Accounting Classification (CGAC) structure.
  • New automated process has been added for establishing new single and multi-year TASs from existing single-year and multi-year TASs that are expiring.
  • Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS) Processing
  • Federal Financials has been modified to support interface with the U.S. Treasury’s Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS).
Supply Chain Management
 
Order Management:
  • Support for Assemble-To-Order (ATO) Items in Pick-To-Order (PTO) Models and Kits
  • Credit Tolerance for Honoring Manually Released Credit Check Holds
  • Credit Card Authorization Reversal
  • Support for “Online” Mode for Line Level Credit Checking
  • Integration with Oracle Approvals Management (AME)
  • Additional Business Events
  • Order Information Portal (OIP) Enhancements
  • Tax Calculation on Freight Charges
  • Selling Services Enhancements
  • Support for Service as Promotional Goods
  • User Defined Attributes (UDA)
  • Support for Advanced Catch Weight
  • Order Management Productivity Enhancements
  • Scheduling Enhancements (Scheduling of Partially Available Quantity, Substitution of Partially Available Quantity, Additional Controls for the Availability Window, Prevent “Bill Only” Lines in Ship /Arrival Set)
  • Option for Cost of Goods Sold (COGS) Account derivation in Returns (RMA)
  • Serial Item Support in Workflow "Bill Only with Inventory Interface"
 
Shipping:
  • Allow Incremental Shipments for Over-shipment and Under-shipment Tolerances
  • Integration to 3PLs or 3rd Party Distributed Warehouse Management System
 
Pricing:
  • Service Item Support in Promotional Modifiers
  • Purchasing Order Pricing Enhancements
 
Procurement / iProcurement:
  • Integration with Other module (Landed Cost Management (LCM) Integration, FPDS-NG Integration, Asset Lifecycle Management (ALM) Integration)
  • Automatic Updates to Encumbrance (GL) Date
  • Approvals Management Engine (AME) for PO Approvals
  • Support for Additional Extension Hooks
  • Oracle iProcurement Extensions for Oracle Endeca
 
Sourcing:
  • Add Requisition lines in demand workbench to create a Draft Negotiation (RFx & Auction)
  • Oracle Sourcing now provides suppliers with the ability to withdraw responses submitted on an RFI/RFQ.
  • The Supplier Activities Page now shows a chronological log of all the supplier activities on the negotiation. Sourcing buyers can now track acknowledgements from invited suppliers to amendments made to a negotiation.
  • Sourcing APIs to create negotiations through direct data upload. The API supports the creation of RFIs, RFQs and Auctions, and negotiations are created in draft status.
Manufacturing
 
Oracle In-Memory Cost Management – New Product:

Oracle In-Memory Cost Management is a new set of application tools that provides a bottoms-up approach to maximizing profit margins by enabling near real-time insight into all aspects of cost management. Oracle In-Memory Cost Management’s extreme performance is possible because of the game-changing technical innovations within Oracle’s engineered systems, including smart scans, flash cache, and high-bandwidth lowlatency InfiniBand networking. Cost accountants and finance / operations managers now can use Oracle In-Memory Cost Management to quickly perform what-if simulations on complex cost data and instantly visualize the impact of changes to their business. Specifically optimized for Oracle’s engineered systems, Oracle In-Memory Cost Management provides a suite of solutions to perform complex cost analyses, identify optimal profit margins, and perform cost planning and forecasting so that companies can make decisions in time to capture the highest possible profits, safeguard current margins and identify optimal future margins, streamline financial overview across the supply chain, and increase financial close efficiency

 
Manufacturing Execution System:

Enhanced Serialized Manufacturing - To improve product traceability and genealogy, many production environments require that an assembly serial number be identified and associated with the product at either the start of production, or at a specific step within the production process.MES Operator Workstation Enhancements - The MES operator user interfaces are enhanced to display the Clock-In Context Information and provide control over Operator simultaneous Clock-In.MES UI Configurability Enhancements - The following enhancements are implemented around MES configurability,

  • Ability to configure Custom UI Actions from the global action dropdown list
  • Ability to control Operator Simultaneous Clock-In
  • Ability to enter ‘Incomplete’ as the Requisition Status when creating OSP Purchase Requisition New MES Custom Extension User Exits / Hooks are added
  • Custom user exit/hook for managing next operation step defaulting during both standard and express move
  • Custom user exit/hook for managing component lot selection during express move
  • Custom user exit/hook for managing express complete during express move
Logistics
 
Inventory:

In warehouses where lot-controlled material is stacked in picking locations, the actual lot number picked may depend on how accessible it is in the picking area. If the system were to automatically allocate a specific lot, it may not be the lot which the picker can retrieve. In such cases, it is optimal for the system to allocate quantities based on availability as opposed to allocating specific lots. Then the user will confirm the lot at pick confirmation or while picking the task in case of WMS organization.Users can turn this feature on and off at the Inventory Organization level. A Stub API is provided to enable/disable this feature at the Item, Subinventory, Locator levels. Optional Lot Allocation is also available for Warehouse Management organizations. Optional Lot Allocation is not supported for OPM Inventory Organizations.Serial Number Assignment Enhancements - In addition to the ability to defer serial number instantiation until ship confirmation (sales order issue), Release 12.2 of Oracle Inventory now provides the ability to receive and transfer inventory without assigning a serial number and defer the serial number assignment to later in the materials management process at the following issue transactions:

  • WIP Component Issue and WIP Component Receipt
  • Field Service Issue and Field Service Recovery
  • Return To Vendor
  • Custom user exit/hook for managing next operation step defaulting during both standard and express move
  • Custom user exit/hook for managing component lot selection during express move
  • Custom user exit/hook for managing express complete during express move

Return to Vendor process has been enhanced to manage the fulfillment process of any outbound shipments associated with the return and to offer greater flexibility in the determination of which facility can ship the returned goods. In the latest release of Oracle Receiving, users can now track the entire shipment cycle of returns.
The major features include:

  • Create Return Request in Oracle Receiving and track the corresponding shipment in Oracle Shipping Execution.
  • Print documents and perform export compliance check for the material being returned to vendor.
  • Return material using return request without requiring a purchase order.
  • Return material from any warehouse independent of the Inventory Organization in which it was initially received.

Global Lot Attributes In the course of regular manufacturing and distribution processes, a single lot sourced from one production batch might find itself located in multiple facilities. In order to better maintain the attributes of lots as material travels across organizations, a new profile has been introduced that will allow the lot to retain its attributes as it traverses through the supply chain. This feature also provides a new concurrent request which will sync up global lot attributes across organizations.Cycle Counting Enhancements - Warehouses conduct cycle counts to reconcile the system on-hand quantity with the actual on-hand quantity. Items are prioritized using ABC Classification to count more important (A) items more frequently than less important (C) items. The following enhancements have been made to the cycle counting process:

  • Unit Cost in ABC Compile criteria
  • Public API for ABC Assignment

Distributed Warehouse Management Integration - Oracle Inventory now offers a certified integration between Release 12 and Oracle (distributed) WMS. The ODI maps provided to support distributed WMS integration have also been enhanced to reflect changes in the customer and supplier model made in Release 12. Deferred Electronic Record & Electronic Signature Capture provides procedural controls around product quality, Oracle Inventory Management now supports the ability to defer a material status change until the electronic record and signature which approves the status change has been recorded.New Public APIs for Unit of Measure

  • Create/update UOM Class
  • Create/update Unit of Measure
  • Create/update UOM Conversions such as Inter Class, Intra Class, Lot Specific Conversions

The Transaction Status Summary form now allows the user to query, resubmit/delete Receiving Open Interface transactions without using a script to update underlying tables. A form function has been introduced to control access to delete “Pending” or “Running” ROI transactions.Pay on Receipt for LCM Organizations Self-billing suppliers upon receipt is not supported in LCM Inventory Organizations. The Pay on Receipt program has been enhanced to populate the AP interface tables and generate the invoices or debit memos (for return transactions) for the interfaced data. Physical Inventory Integration Enhancements - Some businesses with a high volume of physical inventory transactions need the ability to update physical inventory records from an external system. For this requirement,Oracle Inventory Management provides a public Physical Inventory API for updating existing physical tag records and their corresponding adjustment records.

 
MSCA:

Mobile User Interface Personalization Enhancements - A major benefit of Oracle Mobile Supply Chain Applications (MSCA) mobile data entry capability is the ability to record a material movement at the point of usage. Data entry at the point of usage enhances inventory accuracy and records real time information. Mobile personalization goes one step further by providing the user with the flexibility to record data that is most relevant for the transaction without compromising the accuracy of transaction. In addition, mobile personalization can record additional use defined data in flex fields for specific transactions. Using this feature a warehouse can immediately realize the following benefits:

  • Improve transaction execution speed by hiding or defaulting fields on a mobile transaction form
  • Improve transaction accuracy by defaulting a value in field using a user defined logic
  • Allow recording of additional data on a mobile transaction form using flex fields

All the above changes to a mobile transaction form can be made using a user friendly configuration screen without resorting to code changes that are expensive to complete and difficult to maintain. In this release,personalization is available for the following MSCA mobile

  • Detail Pick
  • Cycle Count
  • Physical Count
  • Item Inquiry
  • Lot Attributes
  • Account Alias Receipt
  • Account Alias Issue

Cycle Counting Enhancements for Lot Controlled Items Cycle count of lot controlled items on the mobile user interface enforces the user to enter the total quantity first before the individual lot and their quantities can be entered into the system. Flexibility is now provided to allow the warehouse operator to directly enter the lot numbers and their quantities without having to enter the total item quantity first if multiple lots are cycle counted in a location. This can be enabled using a new form function parameter.Mobile User Interface Personalization Enhancements A major benefit of Oracle Mobile Supply Chain Applications (MSCA) mobile data entry capability is the ability to record a material movement at the point of usage. Data entry at the point of usage enhances inventory accuracy and records real time information. Mobile personalization goes one step further by providing the user with the flexibility to record data that is most relevant for the transaction without compromising the accuracy of transaction. In addition, mobile personalization can record additional use defined data in flex fields for specific transactions. Using this feature a warehouse can immediately realize the following benefits:

  • Improve transaction execution speed by hiding or defaulting fields on a mobile transaction form
  • Improve transaction accuracy by defaulting a value in field using a user defined logic
  • Allow recording of additional data on a mobile transaction form using flex fields

All the above changes to a mobile transaction form can be made using a user friendly configuration screen without resorting to code changes that are expensive to complete and difficult to maintain. In this release, personalization is available for the following MSCA mobile pages:

  • Subinventory Transfer
  • Inventory Organization Transfer
  • Move Order Replenishment
  • Kanban Replenishment
 
Oracle Warehouse Management:

Advanced Catch-Weight - Catch Weight management applies primarily to the manufacturing, distribution and consumer product industries where weights can vary from piece to piece, either due to biological variations, or because of weight loss that occurs during storage. The Advanced Catch-Weight solution addresses this problem by introducing the concept of a Fulfillment Base at the sales order line level. The Fulfillment Base is driven from the Ordered UOM class and can either be the Primary UOM or the Secondary UOM. Fulfillment Base is honored in warehouse management while fulfilling the order line. Enhancements have also been made to Order Management, Advanced Pricing, Shipping, and Mobile Supply Chain Applications to support this solution.Additional Mobile User Interface Personalization Pages - A major benefit of Warehouse Management’s mobile data entry capability is the ability to record a material movement at the point of usage. Data entry at the point of usage enhances inventory accuracy and records real time information. Mobile personalization goes one step further by providing the user with the flexibility to record data that is most relevant for the transaction without compromising the accuracy of transaction. In addition, mobile personalization can record additional use defined data in flex fields for specific transactions. Using this feature a warehouse can immediately realize the following benefits:

  • Improve transaction execution speed by hiding or defaulting fields on a mobile transaction form
  • Improve transaction accuracy by defaulting a value in field using a user defined logic
  • Allow recording of additional data on a mobile transaction form using flex fields

All the above changes to a mobile transaction form can be made using a user friendly configuration screen without resorting to code changes that are expensive to complete and difficult to maintain.In this release, Mobile User Interface Personalization has been has been extended to support the following WMS mobile pages:

  • Detail pick
  • LPN Inquiry
  • ASN Receipt
  • Cycle Counting
  • Lot Attributes
  • LPN Pack
  • LPN Split
  • LPN Unpack
  • Mobile LPN Inspection
  • Account Alias Receipt
  • Account Alias Issue
  • Physical Count
  • Item Inquiry

Return to Vendor enhancements - In this release, the Return to Vendor process has been enhanced to manage the fulfillment process of any outbound shipments associated with the return and to offer greater flexibility in the determination of which facility can ship the returned goods.The major features include:

  • Create Return Request in Oracle Receiving and track the corresponding shipment in Oracle Shipping Execution.
  • Print documents and perform export compliance check for the material being returned to vendor.
  • Execute ship confirm for Return Order from the mobile Quick Ship form.
  • Return material using return request without requiring a purchase order.
  • Return material from any warehouse independent of the Warehouse Organization in which it was initially received.

Contingent Worker Support - Temporary workers are a standard business practice in warehousing. Oracle Warehouse Management now supports defining contingent workers as warehouse labor resources, in addition to permanent employees.Mobile Logout Warning - In order to avoid productivity losses due to unintentional logouts by mobile users, WMS mobile user interfaces now show a warning and request a re-confirmation before logging out a mobile user. Distributed Warehouse Management Integration to EBS R12 - As the number of customers live on EBusiness Suite Release 12 grows, so too has the demand to provide integrations between Release 12 and Oracle Warehouse Management (WMS) for those customers who choose to implement their WMS on a separate instance. To better support this deployment methodology, Oracle WMS now offers a certified integration between EBS Release 12 and Oracle (distributed) WMS. The ODI maps provided to support distributed WMS integration have also been enhanced to reflect changes in the customer and supplier model made in Release 12.Task Management Usability Enhancements - Several usability enhancements have been made to the task dispatching user interfaces in Oracle WMS in order to better support high volume operations with greater efficiency and ease.LPN Visibility in Receiving - When a serial number is inspected in WMS, the Receiving Transactions user interface in the desktop can now show the inspection transaction and its results at the shipment line or LPN level instead of serial by serial. This enables better auditing capabilities in high volume serialized environments. Further, the Receiving Transaction form and Manage Shipment form now allows users to view and query by LPN on the desktop so that desktop users have greater visibility and traceability to receipts performed as well as expected shipments in Oracle WMS.LPN Split Transaction Enhancements -In order to better support high volume distribution environments with greater efficiency Extensibility Enhancements - Organizations with the need for additional validation for data entered on the mobile interface can now leverage a new stub in the Warehouse Management mobile user interface to validate the user input. This stub allows the system to ensure that any entity conforms to your naming conventions, desired formats and can be validated against any logic specific to your business in addition to the existing Oracle WMS validations.Organizations with the need for additional control over when labels are printed can now leverage a new stub to specify which labels to print. For example, when splitting a parent LPN completely into children LPNs – it may not be desired to print all of the labels generated for the parent LPN since this LPN will finally be empty at the end of the transaction.Warehouse Control Board and Material Workbench Enhancements - Material workbench has been enhanced to accommodate for material that has been picked from LPNs and loaded for tasks, but has not yet been dropped to the destination location. This provides a real time on-hand and availability picture to the user.The Warehouse Control Board has been enhanced to show additional details for the exceptions related to the tasks that are queried up by the user. This facilitates any corrective actions to reduce or eliminate such exceptions to improve productivity. In addition, aborted outbound picking tasks “Pick None” or “Zero Pick Exceptions” are now visible as exceptions on the Warehouse Control Board.Packing Workbench Enhancements - Packing Workbench has been enhanced to support Lot Attributes entry for lot controlled items. This allows customers extended functionality to provide Lot Attributes values during the packing operation using the workbench. Lot attributes are stored in a lot level descriptive flexfield.


 

 
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