Thursday Apr 03, 2014

Experience a Smoother Period Close with the Inventory Analyzer

Get immediate analysis and output of your EBS Inventory Application by using the Inventory Analyzer. The Inventory Analyzer script reviews the current Inventory rollup levels, confirms installation of critical and recommended patches, analyzes common data issues, reviews setups, and provides information on some specific performance issues.

Go to Inventory Analyzer : Health Check For Common Inventory Data Issues, Critical Patches, And Setups (Doc ID 1499475.1) for more details, the Inventory Analyzer script download, and a short overview video.

Inventory Analyzer Benefits:

* Immediate Analysis and Output of your Environment
* Identifies Inventory roll-up patch levels
* Identifies Missing Critical and Recommended Patches
* Discover existing Common Data Corruptions in your Environment

The Inventory Analyzer presents key details in an easy to read manner. For example, the analyzer gives a table with patches marked Missing (red) or Installed (white).

In a similar way, data issues are flagged as marked having a Data Issue (red) or Not (white).

Run the Inventory Analyzer on a regular basis to monitor the health of your Inventory Transactions and Application. The Inventory Analyzer can be a key tool to help identify and fix issues well before the end of your accounting period. Line yourself up for a quicker, smoother, Inventory period close, by using the Inventory Analyzer.

New Contracts RUP Patches Released

You may have noticed in last week's post CRM Product Family Latest Patch Information that there are new Contracts RUP patches released.  These are important patches and I wanted to tell you more about them here, in case you missed the information in last week's entry. 

Service Contracts

Patch 17155169:R12.OKS.B is the first RUP patch released for Service Contracts in R12.1.3 (see Doc ID 1612461.1 for the readme).  It contains many bug fixes encountered since R12.1.3 was first released and it's highly recommended that you apply this patch.  In addition to the bug fixes, the patch also delivers a number of enhancements including:

  • Service Contract Renewal Performance Enhancements
  • Performance Enhancements to Main Billing Program for Usage Contracts
  • Mass Update Tool for Contract Authoring
  • Selective Update of Warranty Contracts Upon IB Transfer of Ownership
  • Flexible Invoice Text Defaulting.

Details of the enhancements are given in Doc ID 1467147.1.

Sales/Procurement Contracts

For Sales Procurement Contracts Patch 17755570:R12.OKC.B is the second RUP patch released for R12.1.3 (see Doc ID 1612432.1 for the readme).  This is a recommended patch and contains a large number of bug fixes as well as some important enhancements.  The enhancements include:

  • MS Word 2010 Certification
  • Multi Row Variables or UDA Variables
  • Purge Repository Contracts Concurrent Program
  • Delete Multiple Clauses and Sections in Contract Terms.
    Details of the enhancements are given in Doc ID 1467149.1 (for Sales Contracts) and Doc ID 1467140.1 (for Procurement Contracts).

    Wednesday Apr 02, 2014

    Workflow Analyzer v5.06 Released & Workflow Search Assistant

    Workflow Analyzer v5.06 has been released! 

    Please download it for use from Doc ID 1369938.1 and continue providing feedback on it as this tool has become a top Workflow resource:

    • Immediate Analysis and Output of Workflow Environment
      • Identifies Aged Records
      • Identifies Workflow Errors & Volumes
      • Identifies looping Workflow items and stuck activities
      • Identifies Workflow System Setup and configurations
      • Identifies and recommends Workflow Best Practices
    • Easy to add Tool for regular Workflow Maintenance
    • Execute Analysis anytime to compare trending from past outputs

    Workflow Search Assistant

    The Workflow Search Assistant provides access to Workflow Documentation, Top Troubleshooting & How To documents commonly used for solving problems with service requests.  Please review Doc ID 1600307.2 as another resource for your workflow needs.

    Additional Resources:

    Workflow Product Information Center Doc ID 1320509.1
    Please visit the Core Workflow Community for Workflow Discussions and Best Practices!

    Webcast: Understanding Event Based Revenue Management & Revenue Contingencies

    Webcast_icon.jpgWebcast: Understanding Event Based Revenue Management & Revenue Contingencies

    Date: April 16 , 2014 at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST

    This one-hour session is recommended for technical and functional users who want to learn about the new Release 12 feature, Event Based Revenue Management and use it in their business. We will review concepts, setups, technical details and provide a demonstration..

    Topics will include:

    • Overview of Event Based Revenue Management
    • Contingencies
    • Revenue Policy
    • Setups
    • Technical Details

    Details & Registration: Doc ID 1614225.1

    Monday Mar 31, 2014

    Intercompany Program Passing Incorrect CREATED_BY Details to Interfaces

    Audit Trails represent chronological recordings of event sequences and keep track of the users involved in specific processes, giving a clear view of all historical details for financial transactions. Details related to id's of the users creating or changing an accounting record are extremely relevant for auditing purposes.

    What was reported?

    A couple of bugs were discovered with Advanced Global Intercompany System (AGIS) transfers with incorrect CREATED_BY id's for certain processes.

    What Processes Were Affected?

    The following relevant programs that record user id's were reported to pass incorrect details to other programs and interfaces:

    • Intercompany Import Program (FUNXIMPB)
    • Manual Intercompany Transactions Sweep (FUNPRDSTSB)

    Created_by_data sample

    How to Address This Issue?

    A patching solution is now available for both affected processes!

    Keep a Clean Audit Trail linking to correct user id's, Patch Today!

    What's NEW? 12.1.3+ E-business Suite Recommended Patch Collection 1!

    We are very pleased to announce the availability of E-Business Suite 12.1.3+ Recommended Patch Collection 1 (Patch 17774755).  This Recommended Patch Collection combines recommended patches for EBS 12.1.3 into a single integrated and regression-tested patchset.

    Note: Patch 17774755 must be applied into an existing Release 12.1.3 E-Business Suite environment.

    For the complete installation steps and Functional information, refer to My Oracle Support Doc ID 1638535.1.

    Sunday Mar 30, 2014

    New Feature! Balance Intercompany Journals Using Clearing Balancing Segment Value!

    Intercompany transactions occur between two related legal entities or between groups in the same legal entity. In Release 12 of Oracle Applications these transactions are split into two different categories, INTERcompany and INTRAcompany.

    Intracompany transactions can also be generated within a ledger where there is no legal entity context.

    How Did This Work Before?

    For 'no legal entity context', only Intracompany journals could be balanced using a clearing balancing segment value, based on Intracompany rules defined.

    What's New?

    • R12.1+ Intracompany Rules user interface was enhanced, now allowing users to setup rules at ledger level (no legal entity context) even when the legal entities to balancing segment value associations are defined in the system
    • Balancing code was enhanced to use ledger level balancing rules instead of the Intercompany or Intracompany rules set up at legal entity level
    • Ability to derive different accounts based on the source and category , when ledger level balancing is used
    • Advanced Global Intercompany System(AGIS) functionality will not be affected by this new setup
    • Possible to toggle between old/new functionality through profile options

    Fun balance profile option


    Review How to Balance Intercompany Journals Using a Clearing Balancing Segment Value(BSV)? (Doc ID 1640618.1) for full details.

    Friday Mar 28, 2014

    Australia: Workplace Gender Equality Reporting

    From the 2013-14 reporting period, the requirements of the 'Workplace Gender Equality Act 2012' (Act) will be fully operational. Employers will be required to complete and submit online:

    • A workplace profile showing the composition of their workforce by gender; employment status; standardized occupational categories for managers and non–managers; for managers, their reporting level to the CEO; and remuneration data for managers and non-managers
    • The reporting questionnaire covering standardized reporting matters under the six gender equality indicator

    Reporting period

    The reporting period is the 12 month period from 1 April to 31 March annually and reports are due between 1 April and 31 May.

    Who needs to report?

    All non-public sector employers with 100 or more employees (relevant employers) are required to report to the Workplace Gender Equality Agency (WGEA) annually.
    If a relevant employer’s number of employees falls below 100, it must continue to report until its number of employees’ falls below 80.

    For more information on reporting requirements and how to submit online please refer to the following website;


    Oracle has released the following patch, which includes functionality for meeting the Workplace Gender Reporting requirement for Australia:

    A whitepaper has also been released and is available on My Oracle Support outlining the setup and use of this feature.

    Using Additional Currencies for Reporting Purposes in General Ledger

    The need to report in additional currencies may occur at any time to satisfy legal, statutory or management supplementary reporting requirements. This is also a good option to be considered if you operate in countries with highly inflationary economies.

    In General Ledger this can be accomplished using

    • Reporting Currencies - where the need is to simply maintain transactions in multiple currencies
    • Secondary Ledgers - where the main purpose is to represent transactions in a different accounting method, calendar, currency, chart of accounts

    You may configure any of these setup alternatives to comply with your Generally Accepted Accounting Principles circumstances.

    Add Secondary Ledger, Why The Primary Ledger is in Use?


    But what if the business requirement comes after your Primary Ledger is already in use?

    What would be the impact of such setup changes?

    Would this change be permitted? 

    The answer is Yes!

    We Can accommodate such a change, find out How in

    Impact of Newly Added Alternate Ledger Currency(ALC)/Secondary Ledger in Release12 (Doc ID 1479782.1)

    This document provides a complete impact analysis for new installs or upgraded instances regarding

    • Business flows
    • Accounting and Reversals
    • Validations
    • Non-upgraded data options

    We made it EASY to get meaningful balances in Any Currency, Anytime!

    Thursday Mar 27, 2014

    Webcast: E-Business Tax (EBTax) Webcast Series April 22 - May 7, 2014


    E-Business Tax Webcast Series: Join us for any or all of our six part series on E-Business Tax!

    Webcasts will be held at 11:00 am ET, 9:00 am MT, 4:00 pm GMT, 8:30 pm IST

    Check the time in your time zone.

    Details & Registration
    Session 1 – Prerequisites for Regime to Rate Flow Creation
    Doc ID 1640295.1
    Session 2 – Basic Overview, Regime To Rate Setup & Transactional Flow
    (US Based Setup) From A Financials Perspective
    Doc ID 1626097.1
    Session 3 – Manufacturing Regime to Rate Setup & Transactional Flow (Non-US Based Setup)
    Doc ID 1640273.1
    Session 4 – Advanced Setups From A Financials Perspective
    Doc ID 1626088.1
    Session 5 – Fiscal Classification Types & Their Creation For Tax Calculation From A Manufacturing Perspective
    Doc ID 1640290.1
    Session 6 – Migrating from 11i to Release 12
    Doc ID 1626087.1

    CRM Product Family Latest Patch Information

    There have been recent RUP/consolidated patches released for some products in the CRM family. See the table below for recent patching information for the CRM family products. 

    Product Details
    Lease and Finance Management Patch 18088536:R12.OKL.B: OLFM : 1213 RUP3 DELTA 19 Doc ID 1622396.1
    Core Service
    Patch 18265289: 12.1.3::R12.CS.B: 12.1.3:BUG FIXES FOR CS:MARCH'14 RUP PATCH
    Doc ID 1608427.1
    Installed Base
    Patch 17182398:R12.CSI.B: ORACLE INSTALLED BASE 12.1.X CONSOLIDATION Doc ID 1618632.1
    Asset Tracking
    Patch 17181028:R12.CSE.B: ORACLE ASSET TRACKING 12.1.X CONSOLIDATION Doc ID 1619344.1
    Service Contracts
    Patch 17155169:R12.OKS.B: Oracle Service Contract Release Update Pack 1 for 12.1.3
    Doc ID 1612461.1
    Contracts Core
    Patch 17755570:R12.OKC.B: 12.1.3 OKC RUP2
    Doc ID 1612432.1

    The Reference notes, where indicated, provide more information about the patch such as:

    • fixes included
    • new or amended features
    • functional impact
    • testing recommendations
    • instructions for applying the patch. 

    Wednesday Mar 26, 2014

    Interested in E-Business Tax Integration with General Ledger?

    Did you ever consider using Tax Journals feature in General Ledger but felt discouraged by the complex setup required, or simply did not know where to start?  We now have a simple solution for you!

    A new Whitepaper was published recently on this topic: 

    E-Business Tax Integration with General Ledger in Release 12 (Doc ID 1613279.1)!

    This document aims to provide all required setup steps in E-Business Tax and General Ledger with the final purpose of creating Tax Journals in Oracle Applications.

    Find step by step details with screenshots and examples regarding setup for:

    • Tax and Tax Regime
    • Tax Jurisdictions
    • Tax Rates and Rules
    • Transactions Processing in General Ledger
    • Useful Standard Reports
    • Table Level Details 

    Sample of Tax Setup from the Whitepaper

    E-Business Tax permits configuration of taxes according to local tax laws and international requirements. Integration of E-Business Tax with General Ledger allows uniformly using tax configurations for manual journals too.

    Don't just READ about this setup, SEE it! 

    Tuesday Mar 25, 2014

    End of Tax Year Resources for Oracle UK Payroll Customers

    For our Oracle UK Payroll customers, the end of the tax year (5 April) is right around the corner!

    Here are a few points of reference that we hope you'll find useful.    


    • UK legislative Changes for end of tax year 2013/14, the start of tax year 2014/15 and the Real Time Information changes effective from April 2014 (Doc ID 1610646.1).
      This document contains the patch information and functional Readme for end of year, start of year, and RTI changes.

    • Oracle 11i Human Resources (HRMS) Mandatory Patches for UK Payroll (Doc ID 472794.1).
    • UK payroll mandatory patches in Oracle EBS R12 (Doc ID 551753.1).
    • UK Payroll Mandatory Patches in Oracle EBS R12.1 (Doc ID 862407.1).

      Refer to these documents for information on the UK mandatory patching requirements.

    Other Information

    • EBS HCM : UK TYE SEMINAR 2014 (Doc ID 1620341.1).
      This document provides Transfer of Information presented during customer seminars in February 2014, and contains information relating to processing of End of Year and Start of Year for 2013/14 for UK payroll customers.
    • EBS UK Payroll : Real Time Information (RTI) White Paper and Patch Information (Doc ID 1324671.1).
      This document provides a central location for information related to Real Time Information (RTI). This resource page includes reference to external resources regarding HMRC requirements as well as Oracle resources to aid you in using our products and tools to accomplish the required legislative processing.  This Document is dynamic and it is expected that it is continually updated, as such please monitor this note appropriately.

    If you encounter any issues with end of year processing, please raise a Service Request via My Oracle Support with Oracle Payroll Support.

    Understanding Encumbrance Accounting in R12

    Encumbrance Accounting has always been one of those tricky areas to understand and it is often quite complex and time consuming to resolve issues that arise.  Having a detailed understanding of how Encumbrance Accounting works in General Ledger, Payables and Purchasing will get you on the right track faster.

    Recently a new document was created that attempts to pull together all the information that relates to Encumbrance Accounting so that you can understand everything from what it is, to how the applications are setup to use it, to using diagnostic tools and checking patch levels when something doesn't work just how you expect it to.

    Please review R12: MASTER TROUBLESHOOTING GUIDE (MTG) for Encumbrance Accounting Issues in Oracle PO and AP (Doc ID 1578275.1) available on MyOracleSupport which discusses the following topics:  

    • What is Encumbrance Accounting
    • How does Encumbrance Accounting work in Oracle?
    • Funds Reservation Statuses on PO Documents
    • Required Setups (GL, AP, PO)
    • Seeded Oracle Reports for Encumbrance Accounting
    • Recommended Patches
    • Diagnostic Tools 
    • Hot Topics
    • More Resources 

    One of the additional resources referenced within the above document is R12 Encumbrances Accounting Bulletin (Doc ID 1583781.1).  This interactive document allows you to filter the knowledge based on a topic of choice and includes Encumbrance Transactions for both Accrue on Receipt and at Period End and shows you the transactions you would see and the values of DR and CR that would be inserted into the XLA tables at the various stages.  

    Together these two fantastic documents should enlighten the reader and provide a detailed understanding of Encumbrance Accounting in Oracle Applications. 

    Monday Mar 24, 2014

    E-Business CRM Install Base Analyzer is Now Available!

    Oracle Install Base is an item instance life cycle tracking application that facilitates enterprise-wide life cycle item management and tracking capability.  In a typical process flow a sales order is created and shipped, which updates Inventory and creates a new item instance in Install Base (IB). The Inventory update results in a record being placed in the Service Fulfillment Manager (SFM) Event Queue.  If the record is successfully processed the IB tables are updated - if there is an error the record needs to be resolved so that the IB instance can be created and maintained. 

    Due to various causes, everything from user setups, code bugs, or wrong data being entered, transactions can be delayed or hindered from updating the Install Base.  This can cause errors and processing delays in other modules such as Asset Tracking, Service, Contracts, Field Service and many other modules that depend on the timely and accurate update of the IB tables. 

    Now you can proactively find issues before they impact your business users and customers by utilizing our newest tool -  the IB Analyzer.  See Doc ID 1597450.1 for details and to download the script.

    The Install Base Analyzer is designed to make recommendations on best practices and reveal areas of concern based on your current setup and transaction statuses. It can be run manually or as a concurrent request. There are currently 24 checks (more will be added over time) for various areas such as profile and parameter setups, patching level, invalid objects, Event queue message statuses, inconsistent lot and revision control item setups, top transaction error summaries and a number of known errors and their solutions.

    IB Analyzer output example

    This script is a non-invasive, safe, read-only script that can be run in your Production environment.  The output is in HTML form, is user friendly and easy to navigate.  And best of all, for those problems that are identified, we provide direct links to their known solutions.  

    We will continue to improve and update the IB Analyzer as we identify problem trends and common errors.  Please try out the tool and let us know what you think.  We are open to questions, comments, concerns and any ideas for improvement you may have. 

    Come and see all that the IB Analyzer (Doc ID 1597450.1) can do for you today and provide us your feedback!


    Welcome to the EBS Support Blog where Oracle insiders share news and information about EBS products including new releases, tips and tricks, troubleshooting guides, upcoming webcasts and links to EBS Communities.

    Stay Connected



    « April 2014