Thursday Nov 14, 2013

One-Stop Shop for Supplier Lifecycle Management (SLM) and Supplier Hub Information

Visit our one-stop shop for Supplier Lifecycle Management (SLM) and Supplier Hub Information!

Doc ID 1398323.1 is a master reference note for SLM and Supplier Hub, the following listed categories contain information where issues arise frequently. 

Match the issue you are facing against the category and review the linked documents for potential solution.   Get the latest patching news to optimize use, see the Enhancement Requests logged and much, much more.

Click here to visit Doc ID 1398323.1.

CRM: Payments - ISO Direct Debit Consolidated Patch

The following patch has been released for customers using SEPA (Single European Payments Area) Direct Debit functionality within Oracle Payments: Patch 17016197:R12.IBY.B - ISO DIRECT DEBIT: CONSOLIDATED PATCH.

This patch provides several enhancements in the existing ISO Direct Debit feature in Oracle EBS release 12.1.3.  It also provides support for ISO Direct Debits as per Common Global Implementation (CGI) guidelines following the pain.008.001.002 messaging structure.

The new/enhanced features introduced as a part of this patch include:

  • Support for the multiple mandates for a payer bank account
  • Mandate association to payer bank account instead of assignment
  • Alternate customer name configurable on the mandate and mapped with debtor name in the file
  • New attributes on the mandate UI
  • Mandates prioritization, defaulting and overriding on the transactions similar to customer bank account
  • New ISO attributes at payer and FCPP setup
  • Two new XML publisher templates and formats for ISO CGI Direct Debits to support structured and unstructured remittances
  • New seeded validation sets for ISO CGI Direct Debits
  • Two new funds capture process profiles for ISO CGI Direct Debits
  • New payment system account settings for Global Payment System
  • Support processing of the acknowledgement message as per ISO 20022 PaymentStatusReportV03 (pain.002.001.03) standard.

To find out more about SEPA, why not visit the SEPA Information Center, Doc Id 1594441.2.

Wednesday Nov 13, 2013

HCM: North American Payroll Year End Checklist

Attention North American Payroll Customers! 

For those of you who are running your first Year End on Oracle Payroll or customers who have migrated from 11i to R12, we’d like to recommend some additional steps and references prior to producing the US Employee W2 PDFs and Canadian T4s. We recommend these steps to be performed early in the year end cycle.  Keep in mind, this is a sample checklist of year end activities, not all-inclusive by any means, but intended as a starting place. Since every business is different, you may have some things to add to this list to specifically tailor it to your business needs. 

  • Apply Year End Prerequisites – Base Line for Year End as referenced in the mandatory patch lists.
    Oracle 11i Human Resources (HRMS) US and Canadian Payroll Mandatory Patch List (Doc ID 111499.1)
    Oracle EBS US and Canadian Payroll - 12.0.x Mandatory Patches (Doc ID 386434.1)
    Oracle EBS US and Canadian Payroll - 12.1.x Mandatory Patches (Doc ID 858794.1)
  • Submit the concurrent program Run Balance Architecture Diagnostic Report to see if there are any invalid run balances or balances with incorrect dates. Correct any invalid balances.  For more information on Run Balances, check out this note on My Oracle Support:  Useful Information About Payroll Run Balance (A Reference Consolidation) (Doc ID 344914.1)
  • Prepare your internal Year End Calendar and review last year’s issues
  • Ensure that you have the correct Employer Data and transmitter setup in the System  (GRE / PRE)
  • Verify that all employees’ data is complete:  addresses, valid national identifiers, social security number. 
  • Reconcile your payroll runs and statutory deductions. There are several seeded reports for use in reviewing employee data & reconciliations.  More information can be found in the year end guides: 
  • Verify that there are no negative amounts for employees.  See the year end guides listed above for assistance.  
  • Check all Taxable benefits
  • Third party interfaces – Make sure you have all information that you need to feed into the application for year end data.
  • Perform any necessary balance adjustments.  For additional information on balance adjustments, check out these whitepapers:
    • Oracle Human Resources (HRMS) Balance Adjustment Procedures for US Legislation (Doc ID 227477.1)
    • How Do You Set Up a Balance Adjustment for the new Pennsylvania PSD Codes? (Doc ID 1382154.1)
  •  Perform a test Year End run to confirm that all data is reporting to correct forms and boxes:
    • Submit the Year end pre processor for each GRE / PRE. 
    • Submit and review the tax forms and / or registers (ie. W2, T4, T4A, RL-1, RL-2)
    • Schedule test print of Year End tax forms

We hope you'll find this sample checklist useful and take the time to customize it for your business, in order to help prepare yourself for a successful Payroll year end.

Be sure to visit Doc ID 1577601.1 'North American Year End 2013 / 2014 Year Begin Patch Information and Useful Links' from time to time for updated year end references.

Mark your calendar for the upcoming EBS North American Payroll Year End Overview advisor webcast on Wednesday November 20, 2013:  EBS North American Payroll Year End Process Flow.  Details can be found in Doc ID 1592483.1. (For Current Schedule and Archived Recordings see Doc ID 740966.1).

Here’s to smooth sailing through the 2013 North American payroll year end!

Webcast: Oracle Transportation Management Installation

Webcast_icon.jpgWebcast: Oracle Transportation Management Installation

Date:  November 19, 2013 at 9:30 pm India Time (Mumbai, GMT+05:30), 11:00 am ET, 10:00 am CT, 9:00 am MT, 8:00 PT

This one-hour session is recommended for Technical Users, System Administrators, and DBAs who will be installing Oracle Transportation Management. This webcast walks through the steps to install WebLogic, OTM Installer and OHS Installer.

We are covering following topics in this Webcast :

  • Review required steps before doing them
  • Ask questions to live OTM Expert while going through the steps
  • Reduce the number of errors while installing
  • Reduce the need to log an SR during the installation process


    Details & Registration : Doc ID 1591674.1.
    Direct registration link

    If you have a suggestion for an Advisor Webcast to be planned in future, please post in our Community Forum What Order Management Advisor Webcast topics do YOU want to see presented?.

    Remember that you can access a full listing of all future webcasts as well as replays from Doc ID 740966.1

    Tuesday Nov 12, 2013

    Have you Been Missing the 'About This Record' Functionality on the Customer Form...?

    Do you have fond memories of the 'Help -> About This Record'  functionality that used to be available in the old Customer form - when it was a form, and not a java html screen?  Back in Release 11i, we had the ability to identify when the customer record had last been updated and by whom.  When some forms were replaced by Java HTML screens, you could identify some of this information via the 'About this Page' hyperlink at the bottom left hand corner of the HTML page.  You could enable this by enabling the FND: Diagnostics profile option, but many customers found this had an adverse effect on performance and additionally was not user-friendly.  

    Our customers tell us that this feature was widely used to identify owner/update information in many business processes, including auditing, customer entry/update, research and testing.  There have been various efforts to revert this feature by customising java pages, but this was not fully successful in some cases. 

    Oracle Support is happy to announce that this functionality has now been included in the Customer screens in Release 12.2 onwards.  

    You will be able to query the record history at customer level, at site level, at site address levels and for all tabs relating to the customer.

    Simply click on the 'Record History' icon, available in the Record History column on a summary screen, or via the same icon on the individual detail screen to display the following information:

    • Last Updated Date:
    • Last Updated By
    • Creation Date
    • Created By
    • Last Update Login

    OM: Effective Troubleshooting Techniques to Debug Order Import


    There is a new document available to help you debug Order Import in Order Management: 
    Effective Troubleshooting Techniques to Debug Order Import Issues (Doc ID 1558196.1)

    The white paper addresses debugging from a technical perspective. This approach is to assist users in understanding the actual issue, as well as help them in the early resolution of any order import issue.

    It will walk you through several cases, with supporting debug logs / trace files taken for each case. Educating you along the way for what debug logs / trace files should be gathered, as trace files are not always needed.  It will also walk you through the supporting documents so you will know what to look for in your case.

    Please refer to this note the next time you have an Order Import error. Or you could step through it now, so you are informed the next time you encounter an Order Import error.  Happy debugging!

    Monday Nov 11, 2013

    CRM: How to Use iSurvey With iSupplier in R12

    In Oracle Applications it is possible to configure iSupplier to link to an Oracle iSurvey, and for the Oracle iSurvey to be executed for a Supplier. This integration requires:
    • An Oracle Script
    • An Oracle iSurvey linked to the Oracle Script
    • iSupplier Configuration to reference the iSurvey.

    Once set up, the iSurvey will be available from the supplier tab from the Purchasing Responsibilities and from the iSupplier Portal. 

    Responses to the survey can be viewed from the Survey Administrator Responsibility.

    Take a look at Doc ID 1589371.1 for step-by-step details of how to configure and use iSurvey with iSupplier.

    Help With 'Stuck' Payments Has Arrived!

    Do you have a problem with a PPR stuck in 'Formatting' status or a stuck Payment Instruction?  Is it driving you crazy trying to figure out what is wrong?  

    You've come to the right place.  Read on for more information.....

    There are solutions available for known issues related to supplier/creditor payments within a Payment Process Request (PPR) in the Oracle Payments module that become stuck with Status 'Formatting'.  All of these were reviewed, compiled and converted into one master document - a ONE STOP SHOP.

    R12: DETAILED TROUBLESHOOTING GUIDE: AP Payments: "Stuck" PPRs with "Formatting" status, and stuck PI's (Doc ID 1585563.1) is available on My Oracle Support to answer all your questions and help you overcome your stuck payment issue.

    Topics covered in this document are:


    • What is a 'stuck' PPR?
    • How to  find a PPR's status
    • Are you really stuck?  

    Known Issues:

    • PPRs stuck in 'FORMATTING' status
    • Payment Instruction Files (PIs) stuck in 'CREATED' Status
    • PI's stuck in 'SUBMITTED FOR PRINTING' status

    Each of the known issue descriptions mentioned above have varying symptoms with specific different solutions so we have put together a simple chart for you to review which describes the symptoms, root case, fixed file version (if applicable) and recommended patch or steps to resolve.

    Check out Doc ID 1585563.1 today and say goodbye to Stuck PPR issues for good!

    Tuesday Nov 05, 2013

    Learn More About the PO Approvals Analyzer

    You may think that the PO Approvals Analyzer for Release 12 is only for diagnosing problems when you have a single Purchase Order or Requisition stuck in process, but it offers valuable information to keep your Procurement environment healthy.  Consider this:.
    •     The analyzer will list all Procurement critical patches that have not been applied.
    •     It will provide Procurement invalid objects with error messages and provides solutions.
    •     Validations of setup and database conditions for example max extents and space issues.
    Also the analyzer can be run on all Purchasing documents starting from a date you enter.  This multiple document check provides validations on:
    •     Data corruption issues.
    •     Workflow errors with generic messages i.e. document manager errors.
    •     Documents with workflows in error that cannot be progressed via the application.

    And, unlike other diagnostics, the analyzer provides known solutions to the problems indicated!

    So access the Analyzer today and run it on your instance!  Access it now via Doc ID 1525670.1.

    Monday Nov 04, 2013

    Webcast: Applications Integration Architecture

    Webcast_icon.jpgWebcast: Applications Integration Architecture - Overview and Best Practices

    Date:  November 12, 2013 (EMEA & APAC) & November 13, 2013 (US).

    Join us for an Overview and Best Practices live webcast on Applications Integration Architecture (AIA).

    We are covering following topics in this Webcast :

    • AIA Overview
    • AIA - Where it Stands
    • Pre-Install, Pre-Upgrade Concerns
    • Understanding Dependency
    • Certification Matrix
    • Documentation
    • Information Center
    • Demonstration - How to evaluate certified combination
    • Software Download/Installable
    • Demonstration - edelivery Download Overview
    • Reference Information
    • Q & A (15 Minutes)

     We will be holding 2 separate sessions to accommodate different timezones:


    EMEA / APAC - timezone Session :


    USA - timezone Session :

      If you have any question about the schedules or if you have a suggestion for an Advisor Webcast to be planned in future, please send an E-Mail to Ruediger Ziegler.

      Remember that you can access a full listing of all future webcasts as well as replays from Doc ID 740966.1.  A summary of ATG webcasts and access to replays is also available from Doc ID 1186338.1.

      Friday Nov 01, 2013

      CRM: New Rollup Patches Released

      See the table below for new rollup patches released for CRM family products.

      Product  Patch Number
      Service Patch 17467506:R12.CS.B12.1.3:BUG FIXES FOR CS: OCTOBER'13 RUP PATCH
      iStore Patch 16509570:R12.IBE.B- ORACLE ISTORE 12.1.3+ ROLLUP 1
      Doc ID 1560963.1
      Lease and Finance Management
      Patch 17485497:R12.OKL.B - OLFM : 1213 RUP3 DELTA 15 n/a

      For Trade Management and Price Protection the following Information Centers list the latest recommended patches and recently released patches:

      • Critical, Recommended and Latest Patches for Oracle Trade Management (Doc ID 1599010.2)
      • Critical, Recommended and Latest Patches for Oracle Price Protection (Doc ID 1599010.2- go to Channel Revenue Management tab)

      Getting Help with 'SEPA' Questions

      What is 'SEPA'?

      The Single Euro Payments Area (SEPA) is a self-regulatory initiative for the European banking industry championed by the European Commission (EC) and the European Central Bank (ECB). The aim of the SEPA initiative is to improve the efficiency of cross border payments and the economies of scale by developing common standards, procedures, and infrastructure. The SEPA territory currently consists of 33 European countries -- the 28 EU states, together with Iceland, Liechtenstein, Monaco, Norway and Switzerland.

      Part of that infrastructure includes two new SEPA instruments that were introduced in 2008:

      • SEPA Credit Transfer (a Payables transaction in Oracle EBS)
      • SEPA Core Direct Debit (a Receivables transaction in Oracle EBS)

      A SEPA Credit Transfer (SCT) is an outgoing payment instrument for the execution of credit transfers in Euro between customer payment accounts located in SEPA.

      SEPA Credit Transfers are executed on behalf of an Originator holding a payment account with an Originator Bank in favor of a Beneficiary holding a payment account at a Beneficiary Bank.

      In R12 of Oracle applications, the current SEPA credit transfer implementation is based on Version 5 of the "SEPA Credit Transfer Scheme Customer-To-Bank Implementation Guidelines" and the "SEPA Credit Transfer Scheme Rulebook" issued by European Payments Council (EPC). These guidelines define the rules to be applied to the UNIFI (ISO20022) XML message standards for the implementation of the SEPA Credit Transfers in the customer-to-bank space. This format is compliant with SEPA Credit Transfer version 6.

      A SEPA Core Direct Debit (SDD) is an incoming payment instrument used for making domestic and cross-border payments within the 33 countries of SEPA, wherein the debtor (payer) authorizes the creditor (payee) to collect the payment from his bank account. The payment can be a fixed amount like a mortgage payment, or variable amounts such as those of invoices.

      The "SEPA Core Direct Debit" scheme replaces various country-specific direct debit schemes currently prevailing within the SEPA zone. SDD is based on the ISO20022 XML messaging standards, version 5.0 of the "SEPA Core Direct Debit Scheme Rulebook", and "SEPA Direct Debit Core Scheme Customer-to-Bank Implementation Guidelines". This format is also compliant with SEPA Core Direct Debit version 6.

      EU Regulation #260/2012 established the technical and business requirements for both instruments in euro. The regulation is referred to as the "SEPA end-date regulation", and also defines the deadlines for the migration to the new SEPA instruments:

      • Euro Member States: February 1, 2014
      • Non-Euro Member States: October 31, 2016.

      Oracle and SEPA

      Within the Oracle E-Business Suite of applications, Oracle Payables (AP), Oracle Receivables (AR), and Oracle Payments (IBY) provide SEPA transaction capabilities for the following releases, as noted:

      • Release 11.5.10.x -  AP & AR
      • Release 12.0.x - AP & AR & IBY
      • Release 12.1.x - AP & AR & IBY
      • Release 12.2.x - AP & AR & IBY


      To assist our customers in migrating, using, and troubleshooting SEPA functionality, a number of resource documents related to SEPA are available on My Oracle Support (MOS), including:

      R11i: AP: White Paper - SEPA Credit Transfer V5 support in Oracle Payables, Doc ID 1404743.1
      R11i: AR: White Paper - SEPA Core Direct Debit v5.0 support in Oracle Receivables, Doc ID 1410159.1
      R12: IBY: White Paper - SEPA Credit Transfer v5 support in Oracle Payments, Doc ID 1404007.1
      R12: IBY: White Paper - SEPA Core Direct Debit v5 support in Oracle Payments, Doc ID 1420049.1
      R11i/R12: AP/AR/IBY: Get Help Setting Up, Using, and Troubleshooting SEPA Payments in Oracle, Doc ID 1594441.2
      R11i/R12: Single European Payments Area (SEPA) - UPDATES, Doc ID 1541718.1
      R11i/R12: FAQs for Single European Payments Area (SEPA), Doc ID 791226.1


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