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. 


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