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OracleApplicationsUpgradingOracleApplicationsRelease11iOctober2000PartNo.
A87325-01UpgradingOracleApplications,Release11iPartNo.
A87325-01Release11iCopyright1996,2000,OracleCorporation.
Allrightsreserved.
Author:CaroleEubanksContributingAuthors:JillArehart,DawnAustin,DarylBreen,JanetBuchbinder,SteveCarter,SiuChange,GailD'Aloisio,SteveDamiani,TaiteDarlington,MichelleFields,BrianGause,JanisGreenberg,RachelHaas,ElizabethLooney,JuliaMargaretson,JosephMurphy,KentNoble,MichaelO'Shea,KristinPenaskovic,ChristinaRavaglia,SusanSaperstein,RichardSears,YunShaw,MillyWangProgramDocumentationislicensedforusesolelytosupportthedeploymentoftheProgramsandnotforanyotherpurposes.
ThePrograms(whichincludeboththesoftwareanddocumentation)containproprietaryinformationofOracleCorporation;theyareprovidedunderalicenseagreementcontainingrestrictionsonuseanddisclosureandarealsoprotectedbycopyright,patent,andotherintellectualandindustrialpropertylaws.
Reverseengineering,disassembly,ordecompilationoftheProgramsisprohibited.
Theinformationcontainedinthisdocumentissubjecttochangewithoutnotice.
Ifyoufindanyproblemsinthedocumentation,pleasereportthemtousinwriting.
OracleCorporationdoesnotwarrantthatthisdocumentiserrorfree.
ExceptasmaybeexpresslypermittedinyourlicenseagreementforthesePrograms,nopartoftheseProgramsmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,foranypurpose,withouttheexpresswrittenpermissionofOracleCorporation.
IftheProgramsaredeliveredtotheU.
S.
GovernmentoranyonelicensingorusingtheprogramsonbehalfoftheU.
S.
Government,thefollowingnoticeisapplicable:RestrictedRightsNoticeProgramsdeliveredsubjecttotheDODFARSupplementare"commercialcomputersoftware"anduse,duplication,anddisclosureofthePrograms,includingdocumentation,shallbesubjecttothelicensingrestrictionssetforthintheapplicableOraclelicenseagreement.
Otherwise,ProgramsdeliveredsubjecttotheFederalAcquisitionRegulationsare"restrictedcomputersoftware"anduse,duplication,anddisclosureoftheProgramsshallbesubjecttotherestrictionsinFAR52.
227-19,CommercialComputerSoftware-RestrictedRights(June,1987).
OracleCorporation,500OracleParkway,RedwoodCity,CA94065.
TheProgramsarenotintendedforuseinanynuclear,aviation,masstransit,medical,orotherinherentlydangerousapplications.
Itshallbethelicensee'sresponsibilitytotakeallappropriatefail-safe,backup,redundancy,andothermeasurestoensurethesafeuseofsuchapplicationsiftheProgramsareusedforsuchpurposes,andOracleCorporationdisclaimsliabilityforanydamagescausedbysuchuseofthePrograms.
Oracleisaregisteredtrademark,andContext,EMMAdvantage,Net8,OracleAlert,OracleApplicationObjectLibrary,OracleFinancials,OracleMetaLink,OracleQuality,OracleWebCustomers,OracleWebEmployees,OracleWorkinProcess,OracleWorkflow,Oracle8,Oracle8i,PL/SQL,SmartClient,SQL,SQL*Net,SQL*Plus,andSQL*Reportaretrademark[s]orregisteredtrademark[s]ofOracleCorporation.
Othernamesmaybetrademarksoftheirrespectiveowners.
iiiContentsSendUsYourCommentsixPreface.
xiHowtoUseThisGuidexiUpgradePreparationStepsxiiUpgradeFinishingStepsxiiRegistryVariablesandEnvironmentVariables.
xiiiPerformingUpgradeSteps.
xivCharacter-modeMenusxvMoreInformationaboutSteps.
xvStepSummaryLinesxviConventions.
xviWarnings.
xviiEMMAdvantagexviiiIntendedAudience.
xviiiProductsinthisRelease.
xxRelatedDocumentsxxv1OverviewofanUpgradeHowanUpgradeWorks1-1UpgradingtoOracleApplicationsRelease11i1-2UpgradingApplicationsTechnologyProducts1-3ImportantUpgradeConsiderations1-4SchedulingTimeforYourUpgrade.
1-4ivProtectingDatainRenamedFiles1-6Upgrading10SCGlobalDemoDatabase1-6SystemRequirements.
1-6Environment.
1-11Architecture1-13Database.
1-14FormsandReports.
1-17Applications.
1-182Category1—BeforeYouReceivetheSoftwareDatabaseUpgradeSteps.
2-1DatabaseUpgradeTasks2-2ApplicationsTechnologyProducts.
2-7SystemAdministrationTasks2-7ApplicationObjectLibraryTasks.
2-12OracleAlertTasks.
2-15FinancialsProductFamily.
2-15OracleCashManagementTasks2-16OraclePayablesTasks.
2-16OracleProjectsTasks.
2-17OracleReceivablesTasks.
2-20Country-specificFinancialsProductFamily.
2-22OracleFinancialsfortheAmericasTasks2-22HRMSProductFamily.
2-24OracleHumanResourcesTasks2-24OraclePayroll(U.
S.
)Tasks.
2-26ManufacturingandDistributionProductFamily2-27OracleInventory/CostManagement/WorkinProcessTasks2-27OracleReleaseManagement/AutomotiveTasks2-28PublicSectorProductFamily2-30OracleLaborDistributionTasks.
2-303Category2—AfterYouReceivetheSoftwareRunningRapidInstall3-2SettingEnvironmentVariables3-2vDatabaseUpgradeSteps.
3-3DatabaseUpgradeTasks3-3ApplicationsTechnologyProducts.
3-8SystemAdministrationTasks.
3-8OracleFlexBuilder/AccountGeneratorTasks.
3-10FinancialsProductFamily.
3-11OracleGeneralLedgerTasks.
3-12GlobalAccountingEngineTasks3-15OraclePayablesTasks.
3-19OracleProjectsTasks.
3-23OraclePurchasingTasks.
3-34Country-specificFinancialsProductFamily3-36OracleFinancialsforAsia/PacificTasks3-37OracleFinancialsforEuropeTasks.
3-44OracleFinancialsfortheAmericasTasks3-45HRMSProductFamily.
3-47OracleHumanResourcesTasks.
3-47ManufacturingandDistributionProductFamily3-48Oraclee-CommerceGatewayTasks3-48OracleInventory/CostManagement/WorkinProcessTasks.
3-50OracleOrderManagementTasks3-53OracleReleaseManagement/AutomotiveTasks.
3-594Category3—PerformingtheUpgradeApplicationsTechnologyProducts.
4-1OracleAlertTasks4-2OracleCommonModulesTasks4-2OracleWorkflowTasks4-4FinancialsProductFamily.
4-6OraclePayablesTasks.
4-6OracleProjectsTasks.
4-9OracleReceivablesTasks.
4-12Country-specificFinancialsProductFamily4-12OracleCommonCountriesFinancialsTasks.
4-12HRMSProductFamily.
4-14viOracleHumanResourcesTasks4-14ManufacturingandDistributionProductFamily4-14OracleInventory/CostManagement/WorkinProcessTasks4-14OracleOrderManagementTasks.
4-20OraclePurchasingTasks.
4-21OracleReleaseManagement/AutomotiveTasks4-23DatabaseandSystemAdministrationUpgradeSteps4-25SystemAdministrationTasks4-25DatabaseUpgradeTasks4-28RunAutoUpgrade.
4-375Category4—BeforeUsingOracleApplicationsUpdateDatabasetoCurrentApplicationsReleaseLevel.
5-2InstallOnlineHelp.
5-2DatabaseUpgradeSteps.
5-2DatabaseUpgradeTasks5-2UpgradingMultipleReportingCurrencies(MRC)5-10MultipleReportingCurrenciesTasks.
5-11ApplicationsTechnologyProducts.
5-13SystemAdministrationTasks5-13OracleFlexBuilder/AccountGeneratorTasks.
5-26OracleWorkflowTasks.
5-29Country-specificFinancialsProductFamily.
5-30OracleFinancialsforAsia/PacificTasks.
5-30OracleFinancialsCommonCountryFeaturesTasks5-31ManufacturingandDistributionProductFamily5-32Oraclee-CommerceGatewayTasks5-326Category5—BeforeUsingYourProductsApplicationsTechnologyProducts.
6-1ApplicationImplementationWizardTasks.
6-2OracleSelf-ServiceWebApplications(andExpenses)Tasks6-3FinancialsProductFamily.
6-4OracleGeneralLedgerTasks6-4GlobalAccountingEngineTasks6-7viiOraclePayablesTasks.
6-10OracleProjectsTasks.
6-13OracleReceivablesTasks.
6-27Country-specificFinancialsProductFamily6-36OracleFinancialsCommonCountriesFeaturesTasks.
6-36OracleFinancialsforEuropeTasks.
6-38OracleFinancialsfortheAmericasTasks6-41HRMSProductFamily.
6-49OracleHumanResourcesTasks(U.
S.
,U.
K.
,andJapan)6-49OraclePayrollTasks(U.
S.
,U.
K.
,andJapan)6-53ManufacturingandDistributionProductFamily6-54OracleInventory/CostManagement/WorkinProcessTasks.
6-55OracleMasterScheduling/MRPandSupplyChainPlanningTasks.
6-57OracleOrderManagementTasks6-58OraclePurchasingTasks.
6-67PublicSectorProductFamily6-78OracleLaborDistributionTasks6-787Category6—BeforeUsingProductFeaturesApplicationsTechnologyProducts.
7-2SystemAdministrationTasks.
7-2ApplicationObjectLibraryTasks.
7-4OracleAlertTasks7-8OracleCommonModulesTasks7-9FinancialsProductFamily.
7-10OracleCashManagementTasks7-10OracleGeneralLedgerTasks.
7-11OraclePayablesTasks.
7-25OracleProjectsTasks.
7-29OracleReceivablesTasks.
7-30Country-specificFinancialsProductFamily7-34OracleFinancialsforAsia/PacificTasks7-34OracleFinancialsCommonCountriesFeaturesTasks.
7-37OracleFinancialsforEuropeTasks.
7-40OracleFinancialsfortheAmericasTasks7-48viiiHRMSProductFamily.
7-49OracleHumanResourcesTasks7-49OraclePayroll(U.
S.
)Tasks.
7-52ManufacturingandDistributionProductFamily7-53OracleInventory/CostManagement/WorkinProcessTasks7-53OracleQualityTasks7-57OracleReleaseManagement/AutomotiveTasks7-59PublicSectorProductFamily7-63PublicSectorBudgetingTasks.
7-638FinishingYourUpgradeSystemMaintenanceUpgradeTasks8-1RequiredFinishingTasks.
8-7ReviewServerProcessControlScripts.
8-7ConfigureApplicationsClientSoftware8-8TestEnvironmentSetupFiles8-12ReviewInstallationLogFiles.
8-14SizeYourDatabase.
8-14ChangeAccountPasswords.
8-14BackUpOracleApplications.
8-15StartOracleApplications8-15OptionalFinishingTasks8-15SetUpNationalLanguageSupport(NLS)8-15SetUpBusinessIntelligenceSystem.
8-16ConvertDatabasetoMultipleOrganization(Multi-Org)Architecture8-16ConverttoMultipleReportingCurrencies(MRC)8-16UnderstandSystemAdministrationTasks.
8-17ImplementProductandCountry-specificFunctionality.
8-17UnderstandOracleApplicationsMaintenanceTasks.
8-17IndexixSendUsYourCommentsUpgradingOracleApplications,Release11iPartNo.
A87325-01OracleCorporationwelcomesyourcommentsandsuggestionsonthequalityandusefulnessofthisdocument.
Yourinputisanimportantpartoftheinformationusedforrevision.
sDidyoufindanyerrorssIstheinformationclearlypresentedsDoyouneedmoreinformationIfso,wheresAretheexamplescorrectDoyouneedmoreexamplessWhatfeaturesdidyoulikemostIfyoufindanyerrorsorhaveanyothersuggestionsforimprovement,pleaseindicatethedocumenttitleandpartnumber,andthechapter,section,andpagenumber(ifavailable).
Youcansendcom-mentstousinthefollowingways:sElectronicmail:apps_relgrp_us@oracle.
comsFAX:650.
506.
1113Attn:OracleApplicationsReleaseGroupsPostalservice:OracleCorporationOracleApplicationsReleaseGroup500OracleParkway,M/S3op4RedwoodShores,CA94065U.
S.
A.
Ifyouwouldlikeareply,pleasegiveyourname,address,telephonenumber,and(optionally)elec-tronicmailaddress.
Ifyouhaveproblemswiththesoftware,pleasecontactyourlocalOracleSupportServices.
xxiPrefaceUpgradingOracleApplicationsdescribesallthestepsforpreparingyourproductsforanupgradetoRelease11ifromRelease10.
7(NCA,SmartClient,orcharacter-mode)orRelease11.
0.
ItalsotellsyouhowtofinishyourupgradeafteryourunAutoUpgrade(formerlyknownasAutoInstall).
HowtoUseThisGuideInRelease11,theupgradestepswereorganizedbyproduct,soeachproducthadaseparatechapter.
InRelease11i,wereorganizedUpgradingOracleApplicationstosimplifytheplanningandexecutionofyourupgradebyarrangingthestepsbycategory,notbyproduct.
Therearesixstepcategories,dividedintotwomaintypes:Note:Thismanual,andanyotherdocumentationassociatedwiththisrelease,wascurrentasofthetimeitwaspublishedandreleased.
However,wemakeenhancementstoOracleApplicationsproductsandrespondtouserneedsonacontinuingbasis.
AlwayscheckOracleMetaLinkforthemostup-to-dateinformation.
TheOracleApplicationsReleaseNotes,OracleApplicationsInstallationUpdate,andOracleApplicationsNLSReleaseNotesareavailableonlyonOracleMetaLink.
Note:IfyouareusingRelease10.
7(NCA,SmartClient,orcharacter-mode)orRelease11.
0ofOracleApplications,youmayupgradedirectlytoRelease11i.
YoucannotupgradetoRelease11idirectlyfromreleasespriorto10.
7.
xiiUpgradePreparationStepsYouperformupgradepreparationsteps(alsoknownaspre-upgradesteps)beforeyourunAutoUpgrade.
Category1:StepstoperformbeforeusingthenewsoftwareThesestepsrequirenothingfromthesoftwareanddonotpreventyoufromcontinuingtouseyourproducts.
Youwillneedonlythismanualandyourproduct-specificOracleApplicationsRelease11iuser'sguidesasreference.
Category2:StepsthatrequirethenewsoftwareThesestepsrequirefilescontainedontheOracleApplicationssoftwareCD,oronOracleMetalink.
Youcancontinuetouseyourproductsattheexistingreleaselevelafteryourunthesesteps.
Category3:StepstoperformjustbeforerunningAutoUpgradeRunthesestepsjustpriortorunningAutoUpgrade,afterallusershaveloggedoff.
OnceyoubegintoperformCategory3steps,youcannotuseyourproductsuntilyouhaverunAutoUpgradeandcompletedtheCategory4steps.
UpgradeFinishingStepsYouperformtheupgradefinishingsteps(alsoknownaspost-upgradesteps)afteryouhaverunAutoUpgrade.
Whenperformingupgradefinishingstepsformultipledatabasesthatsharethesameadminfilesystem,youshouldruneachfrom$APPL_TOP/admin//outinsteadof$APPL_TOP/admin/outsotheoutputfromeachdoesnotoverwriteothers.
NTusersshouldrunthestepsfrom%APPL_TOP%\admin\\out.
Category4:StepstorunbeforeusingOracleApplicationsThesestepsaffecttheentireOracleApplicationssystemandmustbecompletedbeforeanyuserlogsonorattemptstouseanyportionoftheinstallation.
Category5:StepstorunbeforeusingtheapplicationThesestepsaffectspecificOracleApplicationsproducts.
Youmustcompletethestepsinthiscategorybeforeusingtheassociatedproduct.
xiiiCategory6:StepstorunbeforeusingacertainfeatureYoucansignontoanOracleApplicationsproductbutcannotusecertainfeaturesuntilyouperformthesesteps.
Thesummaryboxforeachstepindicateswhichfeature(orfeatures)thesteppreparesforuse.
FinishingYourUpgradeSomestepscanbeperformedonlyafterallCategory4,5,and6stepshavebeensuccessfullycompletedandafteryouhaveverifiedthattheentireupgradewassuccessful.
RegistryVariablesandEnvironmentVariablesTheNTregistryistheprimarydatastorefortheNTsystemenvironment.
Applicationsprograms(includingtheADutilities)lookintheregistrytodeterminethevalueofApplicationsvariables.
However,forthesakeofconvenience,youcanuseenvironmentvariables.
Registryvariablesaresupersededbyenvironmentvariablesofthesamename.
Theexamplesinthismanualassumethatyouareusingacommandpromptsyntaxandenvironmentvariables(sinceregistryvariablescannotbetypeddirectlyonthecommandline).
Ifanexamplemakesreferencetoanenvironmentvariable%%,firstchecktoseeifitissetintheenvironment:Attention:Afteryoufinishthesesteps,reviewtheassociatedproductimplementationorsetupmanualtoensurethatyouhavecompletelyimplementedthenewfeaturesyouplantouse.
Note:Itisimportanttorememberthatyourproduct-specificimplementationmanualsandOracleMetaLinkmayhaveinformationaboutyourupgradethatisnotincludedinthismanual.
Theyarevaluablesourcesofinformationandshouldbeconsultedbeforeyoubegintheupgrade.
Attention:Commercialandgovernmentversionsofproducts,suchasOracleGeneralLedgerandOraclePublicSectorGeneralLedger,arecoveredinthesamechapter.
Allinformationinthechapterappliestoboththecommercialandthepublicsectorversionsunlessnotedotherwise.
xivC:\>echo%%Forexample,ifyourisGL_TOP,andecho%GL_TOP%returnsavalidpathname,youcanuseGL_TOPonacommandline:C:\>cd%GL_TOP%\admin\sqlIfisnotdefinedintheenvironment,youhavetwooptions:Runadregenv.
exe:1.
Runadregenv.
exetocopyalltheregistryvariablesunderthekeyintoa.
cmdfile(calledapps.
cmdintheAPPL_TOPdirectory).
2.
Runapps.
cmdtocreateenvironmentvariablesthatcorrespondtotheregistryvariables.
Theenvironmentvariablecannowbeexpandedonthecommandlineusing%%.
Runregedt32.
exe:Useregedt32.
exetoexaminethevalueofandsubstitutethisvalueonthecommandline.
PerformingUpgradeStepsEachstepcategorycontainsallsimilarlytimedstepsforallproducts,whichreflectstheactualprocessyoufollowwhenperforminganupgrade.
Youmustcompleteallapplicablestepsinacategorybeforeyoustartthestepsinthenextcategory.
AfteryoucompletetheCategory3steps,yourunAutoUpgrade(formerlycalledAutoInstall)toupgradethedatabase.
FromthetimeyoustarttheCategory3steps,throughrunningAutoUpgrade,anduntilyoucompletealltheCategory4steps,yourentireOracleApplicationssystemwillbeunavailabletousers.
Itis,therefore,importanttocompleteallCategory1and2steps,runatestupgradeonatestsystem,andschedulethecriticalsystemdowntimebeforeproceedingwithCategory3.
Thechaptersinthisbookareasfollows.
Italsocontainsanindex.
Chapter1Providesanoverviewoftheupgradeprocess,includinginformationaboutthevariousautomatedupgradeutilities.
Presentsalistofimportantconsiderationsthatyoushouldpayspecialattentionto.
xvCharacter-modeMenusThismanualwaswrittenforuserswhoareupgradingfromeithercharacter-modeorGUIRelease10.
7installations.
However,unlessotherwisenoted,thenavigationpathsinthestep-by-stepinstructionsassumethatyouareupgradingfromaGUIversionofOracleApplications.
Character-modeusersshouldrefertotheOracleApplicationsCharacterModetoGUIMenuPathChangesreferencemanualforthecharacter-modeequivalentsoftheGUImenupaths.
MoreInformationaboutStepsInadditiontothecategories,wehavenotedwhetherthestepisrequired,conditionallyrequired,orrecommended.
Chapter2–4DescribesallCategory1,Category2,andCategorysteps,respectively.
Includestepsthatapplytoyourdatabaseandtoindividualproducts.
Chapter5–7DescribesallCategory4,Category5,andCategory6steps,respectively.
Chapter5includesstepsthatapplytoyourdatabaseandtoindividualproducts.
Chapters6and7includesstepsthatapplytoindividualproducts—databasestepsarenotnecessaryatthispointintheupgrade.
Chapter8Discussesupgradestepsthatmustbeperformedafteryouhavefinishedandverifiedyourupgrade.
IndexAnalphabeticallistingofreferencestotopicsinthismanual.
Aproductcodeineachentryindicatestheproductwhereyouwillperformtheindexedstep.
Forexample,parameters,verifying(WIP)pointstoastepintheOracleWorkinProcesschapter.
RequiredYoumustperformthisstepforasuccessfulupgrade.
ConditionallyrequiredReadthisstepanddecidewhetheritappliestoyourupgrade,forexample,astepthatisrequiredforacustomizedfeatureorconfiguration.
Iftheconditiondoesnotapplytoyourinstallation,youdonothavetoperformthestep.
xviStepSummaryLinesEachstepbeginswithaheadingthatgivesthestepnumberandsteptitle.
Belowthisaresummarylinesthatindicateinformationsuchaswhichreleasethisstepappliesto,whoperformsthestep,whetheryouneedauser'sguidetocarryouttheinstructions,whetherusersmustlogofftheproductwhilethestepisbeingperformed,andsoon.
Forexample:Inaddition,thestepsummarylinesforsomeproductsmaycontainotherinformationthatisuniquetothatproduct.
Forexample:Performforthiscountry:BrazilRequiresConcurrentManager:YesPerformforeachproductgroup:YesNotethatyouperformthestepsonlyforthereleaselevelthatcorrespondstoyourinstallation.
ConventionsWerecommendthatyoureviewthefollowingconventionsusedinthismanual.
RecommendedAnoptionalstepthatyoushouldreadandunderstandsothatyoucandecidewhetheritisinyourbestinteresttoperformit.
Forexample,ifperforminganactioncansubstantiallyreducethetimeittakestorunanupgradescript,we"recommend"thatyoudoso.
Performifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payroll)Referencemanual:OraclePayrollUser'sGuideUsersmustlogoff:NoConventionMeaningMonospacetextRepresentscommandlinetext.
Typethistextexactlyasshown.
Textenclosedinanglebracketsrepresentsavariable.
Substituteanappropriatevalueforthevariabletext.
Donottypethebrackets.
[]Squarebracketsencloseoptionalitemsorindicateafunctionkey.
Donottypethebrackets.
|Averticalbarrepresentsanoroptionamongseveraloptions.
Youmustenteronlyoneoftheoptions.
Donottypetheverticalbar.
xviiSpecialnotesalertyoutoparticularinformationwithinthebodyofthemanual.
WarningsPaycloseattentiontoallwarningsthatdiscusswhenandwhereyourunupgradesteps.
Carefullycoordinatingyourupgradepreparationworkacrossthedifferentproductswillavoiderrors.
SharedProductsYoutypicallyperformupgradestepsonlyfortheproductsyouhavefullyinstalled.
However,youmayneedtoperformupgradestepsforsomeproductsiftheyareinstalledasshared(dependent)products.
Takenoteofsharedproductstepsyouneedtoperformaccordingtoyoursystemimplementation.
Todeterminethedependentproductsyouhaveinstalled,runadutconf.
sqlfromthesqldirectoryinAD_TOP.
/directoryor\directoryAslashbeforeadirectorynameindicatesthatitisasubdirectory.
Thepathnamemaybeeitheruppercaseorlowercase.
$orC:\>Representsthecommandprompt.
Yourpromptmaydiffer.
\Inexamplesofcommandsyoutypeonline,abackwardslashattheendofalinesignifiesthatyoumusttypetheentirecommandononeline.
Donottypethebackslash.
AdditionalInformation:Refersyoutoportionsofthismanual,anothermanual,ortheonlinedocumentation.
Allreferencestoothermanualsrefertothemostrecentversionofthatmanual,unlessotherwisenoted.
Attention:Alertsyoutoimportantinformationthatwillhelpyouusethesystem.
Note:Highlightshelpfulhintsandpracticaltipsthatcansavetimeandmakeinstallationorotherprocedureseasier.
Warning:Warnsofactionswhich,ifnotcarriedoutproperly,couldbedamagingordestructivetoyouroperations.
Note:Inthismanual,NetworkComputingArchitecture(NCA)isnowknownasInternetComputing.
ConventionMeaningxviiiInactiveorPartiallyImplementedInstalledProductsYoumustperformtheupgradestepsforeveryinstalledproductregardlessofwhichproductsyouactuallyuse.
Forexample,ifyouhaveOracleHumanResources(OraclePersonnel)fullyinstalledbutonlypartiallyimplemented,youmuststillperformtheOracleHumanResourcesupgradepreparationsteps.
Allproductsareinstalledinthedatabase.
Therefore,somesteps,likedroppingobsoleteobjectsaftertheupgradeiscomplete,mustbeperformedforallproducts.
EMMAdvantageTheEasiPathMigrationMethod(EMMAdvantage)offersamethodologyforupgradingOracleApplications.
ProducedbyOracleCorporation,EMMAdvantagehelpsyoustructureandmanageyourupgradeproject.
Acomprehensivemigrationtoolkit,EMMAdvantageisatestedframeworkforqualitymigrations.
ItincludestheOracleEasiPathMigrationMethod(EMM),aproven,structuredapproachusedsuccessfullyworldwidebyOracleconsultants,andProjectManagementMethod(PJM),astandardizedOracleapproachtoprojectmanagement.
TheEMMAdvantagetoolkit,incombinationwithyourskills,experience,andbusinessknowledge,willensureahigher-qualitymigrationandleadyoutobusinessresultsfaster.
ItisavailablefromtheOracleDirectMarketinggroupinyourcountry,oryoucancontactyourlocalOracleSalesRepresentative.
IntendedAudienceThismanualiswrittenforthepersonswhoareresponsibleforupgradingOracleApplications.
Init,weassignupgradestepstothefollowingroles.
YouwillnotethattherolenamesanddescriptionscorrespondtotheonesusedintheOracleupgrademethodology—EMMAdvantage.
ApplicationSpecialistProvidesknowledgeandguidanceregardingapplicationfunctionality.
Thispersonalsosupportsandprovidesinterpretationfortools,templates,andmethods.
DatabaseAdministratorInstallsandconfigurestheOracledatabaseandmaintainsdatabaseaccesscontrols.
Thispersonprovidesconsultationonperformance,andisresponsibleformonitoringgrowthandfragmentationoftheproductiondatabaseandensuringdatabasebackupandrecovery.
xixSystemAdministratorResponsibleforadministeringthedevelopmentsystem.
Thisperson'sresponsibilitiesinclude:sEnsuringthathardwareiscorrectlyconfiguredsInstalling,configuring,andmaintainingoperatinganddevelopmentsoftwaresEnsuringthatthesystemisbackedupdailysDesigningandmaintainingsystemsecurity—forexample,establishingsystemaccounts.
Thesystemadministratorprovidesfirst-linesupportforproblemswiththedevelopmentsystemandensuresthatfaultsarequicklyrectified.
Thispersonmayperformthesetupandinitialmaintenanceoftheproductionsystemoradvisetheclient'soperationalstaffonthesetasks.
Thesystemadministratorworkswiththeprojectteamtooptimizesystemperformance.
Theyalsoinstallpackagedapplicationsenvironmentsandconvertdata.
TechnicalSpecialistResponsiblefordesigning,developing,unittesting,implementing,andmaintainingthecustomextensionsfortheOracleapplications.
Theseextensionsinclude,butarenotlimitedto,modules—suchasinterfaces,automateddataconversions,reports,forms,andenhancements.
ISManagerDirectstheclientinformationsystemsorganizationwithinabusiness.
TheISmanageractsasabusinesslinemanagerforthestaffintheISorganization.
Thispersonisresponsibleforthetechnicalinfrastructureofabusiness,includingdecisionsaboutpurchases,in-housedevelopment,andoperationalmaintenanceandsupport.
ThefollowinginformationsystemstaffreportdirectlyorindirectlytotheISmanager:sapplicationandtechnicalarchitectstechnicalanalystsdesignerstechnical(database,network,system)administratorsoperationsstaffssupportstaffxxTheISmanagerdefinestheinformationsystemsstrategyforacorporationandputsthestrategyintopracticethroughstandards,policies,practices,andinformationsystemsselectionprocesses.
ProductsinthisReleaseThefollowingtableliststheabbreviationsforOracleApplicationsproductsarrangedwithintheirrespectiveproductfamily,basedonthewayyouwillchoosetheproductsduringyourupgrade.
Undereachproductfamily,itliststheproductnameandtheproductshortname.
YouneedOracleApplicationsusernamesandpasswordstoruntheupgradesteps.
Thismanualusesproductshortnamesenclosedinanglebrackets()toindicatewhenyoumustsupplytheproduct'susernameandpassword.
Forexample,thenotation/meansyoumustsupplytheOracleGeneralLedgerusernameandpasswordcombination.
Bydefault,andunlessnoted,theschemanameandpasswordarethesameastheapplicationshortname.
Note:Thismanualdoesnotcontainupgradetasksforallproductsinthislist.
Somecanbeupgradedwithoutmanualsteps.
Othersarenewinthisrelease,orareplannedforafuturerelease.
ProductFamilyShortNameProductNameApplicationsTechnologyADApplicationsDBAAKOracleCommonModulesALROracleAlertAUApplicationsUtilitiesAZApplicationImplementationWizardFNDApplicationObjectLibraryICXSelf-ServiceWebApplicationsSHTSharedTechnologyCRMAMSMarketingAMVMarketingEncyclopediaSystemASOracleSalesandMarketingASFFieldSalesASGGatewayforMobileDevicesASOOrderCapturexxiASTTeleSalesBICCustomerIntelligenceBILSalesIntelligenceBIMMarketingIntelligenceBIXCallCenterIntelligenceCCTTelephonyManagerCNOracleSalesCompensationCSOracleServiceCSCCustomerCareCSDDepotRepairCSFFieldServiceCSPSparesManagementCSRSchedulerCSSSupportCUACRLFinancials-AssetsCUFCRLFinancialsCUICRLSupplyChain-InventoryCUNCRLSupplyChain-NATSCUPCRLSupplyChain-PurchasingCUSCRLSupplyChainFPTTeleBusinessforFinancialServicesIBAiMarketingIBEiStoreIBPiBillandPayIBUiSupportIBYiPaymentIEBInteractionBlendingIEMeMailCenterIEOCallCenterTechnologyIESScriptingIEUUniversalWorkQueueIEXCollectionsProductFamilyShortNameProductNamexxiiIPACRLFinancials-ProjectsJTFCRMFoundationMEMaintenance,Repair,andOverhaulMWAMobileApplicationsOKCContractsCoreOKSContractsServiceModuleOKXContractsIntegrationOZFFunds&BudgetsOZPTradePlanningOZSiClaimsXDPSDPProvisioningXNCSalesforCommunicationsXNMMarketingforCommunicationsXNPSDPNumberPortabilityXNSServiceforCommunicationsFinancialsABMActivity-basedManagementAPOracleAccountsPayableAROracleAccountsReceivableAXGlobalAccountingEngineBSCBalancedScorecardCEOracleCashManagementEAASEMExchangeEVMValue-basedManagementFAOracleAssetsFEMStrategicEnterpriseManagementFIIFinancialIntelligenceFRMReportManagerFVFederalFinancialsGL/RGOracleGeneralLedgerPAOracleProjectsPNPropertyManagerRGReportGeneratorProductFamilyShortNameProductNamexxiiiXLACommonAccountingModulesXTRTreasuryHumanResourcesBENBenefitsDTDateTrackFFFastFormulaGHRGovernmentHumanResourcesHRIHumanResourcesIntelligenceHXCTimeCaptureHXTTimeManagementOTAHumanResources(Training)DT,FF,GHR,PAY,PER,PQH,PQPinHRschemaPAY(default=HR)HumanResources(Payroll)PER(default=HR)OracleHumanResources(Personnel)PQHPublicSectorHRPQPPublicSectorPayrollSSPOracleStatutorySickPayCountry-specificFinancialsJAFinancialsforAsia/PacificJE/JGFinancialsforEuropeJGRegionalFinancialsJLOracleFinancialsforLatinAmericaManufacturing/DistributionBISBusinessIntelligenceSystemBOMOracleBillsofMaterialCHVOracleSupplierSchedulingCRPOracleCapacityinBOMschemaCSTOracleCostManagementCZOracleProductConfiguratorECOraclee-CommerceGatewayECXOracleXMLGatewayENGOracleEngineeringENIEngineeringIntelligenceFLMFlowManufacturingProductFamilyShortNameProductNamexxivINVOracleInventoryISCSupplyChainIntelligenceMFGManufacturingMenuMRPMasterSchedulingMSCSupplyChainPlanningMSDDemandPlanningMSOConstraintBasedOptimizationOEOrderEntryOKEContractsforProjectsONTOrderManagementOPIOperationsIntelligencePJMProjectManufacturingPOOraclePurchasingPOAPurchasingIntelligencePOMExchangeQAQualityQPAdvancedPricingRHXAdvancedPlanningFoundationRLAReleaseManagementRLMReleaseManagementVEAAutomotiveVEHAutomotiveWIPWorkinProcessWMSWarehouseManagementSystemsWPSManufacturingSchedulingWSHShippingExecution(Common)WSMShopFloorManagementProcessManufacturingGMAProcessManufacturingSystemsGMDProcessingManufacturingProductDevelopmentGMEProcessManufacturingProcessExecutionGMFProcessManufacturingFinancialsProductFamilyShortNameProductNamexxvRelatedDocumentsAllRelease11idocumentationisincludedontheOracleApplicationsDocumentLibraryCD,whichissuppliedinyourRelease11iCDPack.
Youcandownloadsomesoft-copydocumentationfromhttp://docs.
oracle.
com.
Or,youcanpurchasehard-copydocumentationfromtheOracleStoreathttp://oraclestore.
oracle.
com.
Specificdocumentationthatyoumayneedinadditiontothismanualincludesthefollowing:GMIProcessmanufacturingInventoryGMLProcessManufacturingLogisticsGMPProcessManufacturingProcessPlanningGRProcessRegulatoryManagementPMIProcessManufacturingIntelligencePublicSectorGMSGrantsManagementIGCCommitmentAdministrationIGFStudentSystemsFinancialAidIGWGrantsProposalPSAPublicSectorApplicationsPSBPublicSectorBudgetingPSPLaborDistributionNote:AlltitlesusedthroughoutthismanualrefertoRelease11i,unlessotherwisenoted.
Documentationforpre-upgradestepsgenerallyreferstothemanualsassociatedwiththereleaseyouareupgradingfrom.
Ifyouarelookingfor.
.
.
Seethesedocuments.
.
.
NewApplicationfeaturesOracleApplicationsProductUpdateNotesOracleApplicationsUser'sGuidesOracleApplicationsImplementationManualsMultipleOrganizationsinOracleApplicationsMultipleReportingCurrenciesinOracleApplicationsSupplementalCRMInstallationStepsProductFamilyShortNameProductNamexxviDatabaseinformationOracle8iBackupandRecoveryOracle8iReferenceGuideOracle8iTuningGuideOracle8iNationalLanguageSupportGuideInstallationinformationInstallingOracleApplicationsMaintainingOracleApplicationsOracleApplicationsInstallationUpdateOracleApplicationsReleaseNotesOracleApplicationsNLSReleaseNotesforRelease11iInformationaboutcustomdevelopmentOracleApplicationsUserInterfaceStandardsforForms-basedProductsOracleApplicationsDevelopers'GuideOtherinformationOracleApplicationsConceptsOracleApplicationsSystemAdministrator'sManualOracleSelf-ServiceWebApplicationsImplementationManualOracleWorkflowGuideOracleApplicationsCharacterModetoGUIMenuPathChangesIfyouarelookingfor.
.
.
Seethesedocuments.
.
.
OverviewofanUpgrade1-11OverviewofanUpgradeThischapterdescribesbrieflyhowanupgradeofOracleApplicationsworks.
IttellshowtoprepareyourOracleApplicationsfilesystemandtechnologystackforanupgradetothecurrentrelease.
Italsodescribeshowtoprepareyourdatabasefortheupgradeprocess.
Itcontainsthefollowingsections:sHowanUpgradeWorkssImportantUpgradeConsiderationsHowanUpgradeWorksAsuccessfulupgradeofOracleApplications,andanycustomizationsofOracleApplicationsproducts,involvesmultiplerepetitionsofthestepsinthisbook.
Theserepetitionsinvolveplanningandtestingplansintheformofupgradesuntiladetailed,verifiedupgradepathusingthestepsinthisbookisaccomplishedaswellasanestimatedtimeforcompletion.
Onlyaftercarefulandmethodicalanalysisoftestupgrades,followingthestepsinthismanual,canasuccessfulOracleApplicationsupgradebeaccomplished.
Note:Thismanual,andanyotherdocumentationassociatedwiththisrelease,wascurrentasofthetimeitwaspublishedandreleased.
However,wemakeenhancementstoOracleApplicationsproductsandrespondtouserneedsonacontinuingbasis.
AlwayscheckOracleMetaLinkforthemostup-to-dateinformation.
OracleApplicationsInstallationUpdateNotes,OracleApplicationsReleaseNotes,andOracleApplicationsNLSReleaseNotesareavailableonlyonOracleMetaLink.
AdditionalInformation:SeeEMMAdvantageinthePreface.
HowanUpgradeWorks1-2UpgradingOracleApplicationsSomeofthestepsyouwillperformduringanupgradeinclude:sreviewthenewfeatureslistedintheProductUpdateNotesandintheRelease11iuser'sguidesandimplementationmanualsforeachofyourproducts.
splanyourupgradebyreadingallthestepsthatapplytoyourproductsbeforeyoubegin.
Thisallowsyoutodeterminethemostefficientwaytoprepareforandfinishtheprocessforyourownuniquecombinationofproducts.
srunRapidInstalltoprepareyourfilesystemandtechnologystackfortheupgrade.
sperformpre-upgradetasksforyourdatabaseandyourproducts.
Rememberthatifyouarelicensingaproductforthefirsttimeinthisrelease,youdonothavetoperformthepre-upgradesteps.
srunAutoUpgradetoupgradeyourdatabaseandyourproducts.
sapplyappropriatepatches,mini-packs,ormaintenancepacksusingAutoPatch.
sperformpost-upgradetasksforyourupgradeddatabaseandproducts.
YoumustrunRapidInstallagaintoconfigureandstartyourserverprocesses.
sperformupgradefinishingtasks.
Thechaptersinthisbookcontainallthetasksthatarenecessaryforperformingyourupgrade,detailsabouteachtask,andwhenitshouldbeperformed.
Inadditiontotheinformationinthisguide,youshouldpayspecialattentiontoinstructionsincludedinthereadmefilesofanymaintenancepacksorpatchesthatyouapplyasapartoftheupgrade.
UpgradingtoOracleApplicationsRelease11iThisreleaseofOracleApplicationsincludesmanynewproducts,aswellasnewandreorganizedproductfamilies,thatformthebasisoftheOracleE-BusinessSuite—a100%Internet-compatiblebusinessmodel.
Withinthismodel,OracleApplicationsproductsaredifferentiatedasERP(EnterpriseResourcePlanning)andCRM(CustomerRelationshipManagement).
BecausemanyofthenewproductsarebuiltonexistingOracleApplicationsproducts,youshouldpaycloseattentiontotherevisedproductlistandtheupgradeprocess.
TheupgradeincludesnewtasksthathelpimplementtheexpandedfunctionalityinRelease11i.
AdditionalInformation:AutoUpgrade,MaintainingOracleApplications;FinishingyourInstallation,InstallingOracleApplicationsHowanUpgradeWorksOverviewofanUpgrade1-3InordertosuccessfullycompletetheupgradetoRelease11i,youmustfirstupgradeyourexistingproductbasetoOracleApplicationsRelease11.
5,whichistheinitialphaseofthecompleteRelease11iupgrade.
Then,applythemaintenancepackthatisincludedontheCDstocompletethefullRelease11iupgrade.
Theupgradetasklistincludesthefollowingsteps:sPerformCategory1,2,and3steps(pre-upgradesteps)sRunAutoUpgradesApplydatabasepatchtobringyourdatabasetothecurrentOracleApplicationsreleaselevelsInstallonlinehelp(optional)sPerformCategory4,5,and6steps(post-upgradesteps)sPerformproduct-specificimplementationstepsaslistedinyourproductsuser'sguides.
sPerformupgradefinishingstepsUpgradingApplicationsTechnologyProductsApplicationsTechnologyproductsprovidefortheinfrastructure,coretechnology,installation,andperformanceofOracleApplicationsasawhole.
Forexample,theOracleApplicationObjectLibrarycontainscommonlibrariesforOracleApplicationsthatarerequiredbyotherApplicationsproducts.
Forpurposesofthisupgrademanual,theApplicationsTechnologyproductsinclude:OracleAccountGenerator(formerlyFlexBuilder),OracleAlert,ApplicationImplementationWizard,OracleApplicationObjectLibrary,OracleCommonModules,OracleSelf-ServiceWebApplications,OracleSystemAdministrator,andOracleWorkflow.
StepsforApplicationsTechnologyproductsaretypicallylistedfirst.
Itisimperativethatyouperformthesestepsintheorderlisted.
Ifyoudonot,thesuccessofyourupgradecouldbecompromised.
InRelease11,OracleApplicationsintroducedRapidInstall(formerlyknownasOne-HourInstall)—afast,easymethodofinstallingthemostup-to-date,certifiedNote:IfyouhaveanNLSinstallation,youmustretainyouroriginallanguageconfigurationuntiltheentireupgradeiscomplete(includingthepost-upgradeandfinishingsteps).
Afteryoucompletetheupgrade,youcanusetheLicenseManagertochangeyourlanguageconfiguration.
ImportantUpgradeConsiderations1-4UpgradingOracleApplicationsversionofOracleApplicationsalongwiththerequiredtechnologystackcomponents.
Release11iusesRapidInstallexclusivelytocreateallnecessaryfilesystemsforbothnewinstallationsandupgrades.
Foranupgrade,youuseittocreatethenewfilesystemsforyourmiddletiercomponents(APPL_TOPandApplicationstechnologystackORACLE_HOME),andtocreatethenewfilesystemforyourdatabaseserver,ifitisonaplatformthatsupportsOracleApplicationsonthemiddletier.
YouwillcontinuetouseAutoUpgrade(formerlyAutoInstall)toperformtheupgradeoftheOracleApplicationsdatabaseanddata.
ForcompleteinformationaboutusingRapidInstall,refertoInstallingOracleApplications.
ImportantUpgradeConsiderationsRelease11icontainsmanynewfeaturesandenhancements.
And,someofthenewfunctionalitymayaffectthewayyouuseyourproductsafteryouupgrade.
Beforeyoubeginyourupgrade,youshouldpayspecialattentiontoseveralaspectsoftheprocess,asoutlinedinthissection.
Throughoutthisbook,youmayseereferencestoRelease10.
7NCAandtoRelease10SmartClient(10SC)Production16.
1.
Pleasenotethatthesetworeleasesareinterchangeableatthedatabaselevel.
SchedulingTimeforYourUpgradeThebestwaytoknowhowmuchtimetoscheduleforyourupgradeistoperformatestupgradeofyourcurrentOracleApplicationsinstallation,usinghardwaresimilartowhatyouwillusefortheproductionupgrade.
Thisexperienceprovidesabaselineforupgradeexecutiontimesandanopportunitytoworkoutanyupgradeissuesaheadoftime.
Atestupgradeisespeciallyimportantifyoursitehascustomizations.
Duringthetestupgrade,youcanusetheRelease11iUpgradeAssistantSpreadsheettogatherstatisticsaboutthetimeneededtoperformpre-andpost-upgradestepsandrunAutoUpgradeandAutoPatch.
UsingthisExcelspreadsheet,andthismanual,youenterthestartandendtimesasyouperformeachupgradestepNote:ForacompletelistofchangesandenhancementstoOracleApplicationsinRelease11i,youshouldreviewtheOracleApplicationsProductUpdateNotes,OracleMetaLink,andyourproductimplementationmanualsanduser'sguides.
ImportantUpgradeConsiderationsOverviewofanUpgrade1-5necessarytocompleteyourtestupgrade.
Thespreadsheetcalculatesthetotaltimebycategory,thecrucialdowntime,andthetotalupgradetime.
ThecrucialdowntimeperiodofanupgradeincludesthetimeittakestoperformalltheCategory3and4upgradestepsandthetimeittakesforAutoUpgradeandAutoPatchtorun.
Duringthisperiod,youruserswillnotbeabletouseOracleApplications.
UsingthetimingstatisticsgatheredontheUpgradeAssistantSpreadsheet,youcanestablishabenchmarkforsubsequenttestupgradesand,finally,fortheproductionupgrade.
ThespreadsheetisincludedontheOracleApplicationsDocumentationCD.
Itincludesareadmewithcompleteinstructions.
MinimizingUpgradeDowntimeInadditiontoperformingatestupgrade,youcanusethefollowingproven,effectivewaystoreduceupgradedowntime:sPerformallCategory1and2stepsbeforemakingthesystemunavailabletoendusers.
NotethatwerecommendyoumigrateorupgradeyourdatabasetoOracle8iEnterpriseEditionRelease8.
1.
6inCategory1.
sUseRapidInstalltocreatethenewfilesystemsforyourmiddletiercomponents(APPL_TOPandApplicationstechnologystackORACLE_HOME)beforeperformingCategory3steps.
Thiseliminatestheneedformanypreviouslyrequiredtasks,suchasre-linkingapplicationexecutablesandgeneratingform,report,andmessagefiles.
sUseRapidInstalltocreatethenewfilesystemforyourdatabaseserver.
IfyourdataserverisonaplatformthatsupportsOracleApplicationsonthemiddletier,thenyoucanuseRapidInstalltoinstallthenewOracle8iORACLE_HOMEneededbythedataserver.
Otherwise,usetheOracle8iMediaPackinstallationmethod.
SeeinstallationdocumentationforOracle8iforinformation.
sEnsuresufficientCPUandmemory.
Theupgrademayrequiremoredataserverhorsepowerthannormalruntimeusage.
Somecustomersenjoyperformancegainsbyinstallingtheadministrationserveronadifferentmachinethanthedataserver,thusallowingmoreCPUtoparticipateintheupgrade.
sReviewadt00001.
lstandlookforlongrunningprocesses.
sMatchbatchcommitsizewithyourrollbacksegmentsizing.
StartingwithRelease11.
0,manyscriptsthatprocesspotentiallylargequantitiesofdataacceptaparameterthatspecifiesthebatchcommitsize.
ThisparameterisautomaticallypassedbyAutoUpgradetothescriptbasedonyourresponsewhenyoustartedtheupgrade.
Alargerbatchcommitsizeprocessesdatamorequickly,butrequireslargerrollbacksegments.
ImportantUpgradeConsiderations1-6UpgradingOracleApplicationsProtectingDatainRenamedFilesIfyouhaverenamedfilesusingtheconventionofold,new,oranyothergenericdesignationintendedtoprotectthefilesfrombeingoverwrittenbynewerversions,itisagoodideatorenamethesefilesbeforeyoubegintheupgrade.
Becausethisconventionisusedsofrequently,byavarietyofpeoplewithdifferentintentions,theupgradeprocessmayinadvertentlyoverwritefilesthatyouintendedtosave.
Identifyingandrenamingthesefileswillhelpensureasuccessfulupgrade.
Upgrading10SCGlobalDemoDatabaseDatainProduction16(10SC)GlobalDemodatabasesisnotsupportedinRelease11i.
PaycarefulattentiontotheCommonModulesTasksupgradestepsinCategory3formoreinformation.
SystemRequirementsBeingfamiliarwithgeneralsystemrequirementsasyouupgradetoOracleApplicationsRelease11iwillensureasuccessfulupgrade.
Performinganupgraderequiresmanipulationoftheentiredatamodel.
Therefore,therequirementsforCPU,memory,anddiskspace(forlogfilesandbackups)duringanupgradearetypicallymuchlargerthanthoserequiredduringruntime.
Becauseeachupgradeisunique,therequirementsdescribedinInstallingOracleApplicationsonthedocumentationCDshouldbeusedonlyasaguideline.
Thebestwaytoaccuratelyestimateresourcerequirementsistoperformatestupgrade.
Thisallowsyoutocollectvaluablesystemstatisticsandensuresthatyoucancompletetheupgradewithinyourdowntimewindow.
CPUTheCPUrequirementsforupgradingOracleApplicationsdependonmanyfactors,including:sthesizeofyourdatabaseNote:ForacompletelistofchangesandenhancementstoOracleApplicationsinRelease11i,youshouldreviewtheOracleApplicationsProductUpdateNotes,yourproductimplementationmanualsanduser'sguides,andtheinformationonOracleMetaLink.
ImportantUpgradeConsiderationsOverviewofanUpgrade1-7sifyouareconvertingtoMulti-Org,theamountofdataintheprimaryproductinstallationgroupsthenumberofoperatingunitsforwhichseeddataisbeingreplicatedstheimpactofthechangefromrule-basedoptimizertocost-basedoptimizer(CBO)onyourcustomcodesthenumberanddurationoflong-runningprocessesinRelease11iproductsSeeMaintainingOracleApplicationsforrecommendationsonthenumberofworkerstouseduringtheupgrade.
MemoryTocalculatethememoryrequirementsforupgradingOracleApplications,youshouldconsider:snumberofformsserverssnumberofconcurrentuserssinfrastructurerequirementsforinternetcomputingRelease11iusesOracle8iInvokerRightsfunctionalitytoreduceupgradetimeanddatadictionaryspacerequirementsforMultipleReportingCurrencies(MRC)databases.
FileSystem/TechnologyStackAlltechnologystackcomponentsunderlyingRelease11iarenew.
Theminimumcertificationrequirementsfortheinitialreleaseof11iareasfollows:sOracle8iEnterpriseEdition(8.
1.
6)withinterMedia(previouslyOracleContext)andSpatialsOracleFormsServer,OracleReportsServer,andOracleGraphicssApache(1.
3.
9)(8.
1.
6Oraclehome)withJServ(1.
1).
NTuserswillrequireApache(1.
3.
12).
sJRE(JavaRuntimeEnvironment)1.
1.
8sDiscovererServer(optional)sJInitiator(1.
1.
7)onthePCclientAdditionalInformation:IntroducingRelease11i,OracleApplicationsConceptsImportantUpgradeConsiderations1-8UpgradingOracleApplicationsForcertificationinformationonsubsequentreleases,refertoInstallingOracleApplications.
Ifyouareupgradingfromacharacter-modeenvironmenttointernetcomputingarchitecture,therearesignificantinfrastructureconsiderations.
Forexample,youmustunderstandwhichtypeofserverintheOracleApplicationsarchitecturerequiresaninstallationofeachproduct.
RapidInstallgreatlysimplifiesyourupgradeprocessbyperformingsomeoftherequiredupgradetasksforyou.
ItinstallsallcomponentsincludingtheApplicationstechnologystack,OracleApplicationsfilesystemsandenvironment,andthensetsupyourdatabaselisteners,weblistener,webserver,formsserver,andreportsserver.
DiskSpaceToestimatetheincreaseinrequireddiskspaceforupgrading,youshouldconsiderthenumberoflanguagesbeinginstalledandthechangeinthedatamodel,which,inRelease11i,islargelydrivenbyOrderManagementandCustomerRelationshipManagement(CRM)applications.
RapidInstallinstallsdatabasefilesforallproductsregardlessoftheirlicensingstatus.
Iftheformsandconcurrentprocessingserversareinstalledonthesamemachine,somespaceefficienciesmaybeachieved.
EstimatesofthefilesystemsizesinthedatamodelforRelease11iareshowninthefollowingtable:Inaddition,someofthefilesarecopiedtoJAVA_TOPandHTML_TOP,whichtypicallyresideoutsidetheAPPL_TOP.
AdditionalInformation:OracleApplicationsConcepts;InstallingOracleApplicationsServerFileSystemSizeForms2783MBConcurrentprocessing1211MBWeb173MBAdministration1423MB(includes103MBforhelpfiles)AdditionalInformation:OracleApplicationsInstallationUpdate;InstallingOracleApplicationsImportantUpgradeConsiderationsOverviewofanUpgrade1-9TablespaceYoumustsetupyourtablespacesbeforeyouupgradeOracleApplications.
Yourdatabaseadministratorshouldtakeintoaccountthefollowingtypesoftablespace:sSYSTEMtablespace,largelyaffectedbythenumberofpackagesandlanguagessRollbacksegmentssTemporarytablespacesProducttableandindextablespaces,includingdefaulttablespace,additionalspaceforlanguages,andcountry-specificfunctionality.
Wehaveprovidedascriptinthisreleasetohelpyoucreatetablespacesforyournewproductsandresizethetablespaceforexistingproducts.
YouwillfinddetailsinStep2,undertheCategory2DatabaseUpgradeTaskssectionofthismanual.
Long-runningScriptsCertainchangesinfunctionalityinRelease11ihaveresultedinlong-runningscripts,whichmayrequiretuningtooptimizeperformanceduringtheupgrade.
Toidentifylong-runningscriptsforyoursystem,reviewadt00001.
lst,whichisfoundin$APPL_TOP/admin//out.
NTuserswillfindthisfilein%APPL_TOP%\admin\\out.
Long-runningscriptshavebeenidentifiedinthefollowingareas:sconversionofdatabasefromrules-basedoptimizationofSQLqueriestocost-basedoptimization.
SeeCBOupgradestepsinChapter5.
sMigratingexistingdateandnon-integerdatafromcharactercolumnstodateandnumbertypecolumns.
SeeCategory5,GlobalAccountingEngineTasksformoreinformation.
scertainOraclePayablesconversionscriptsPerformanceofsomeupgradescriptscanbesignificantlyimprovedbychangingsomedatabasesettingsforthedurationoftheupgrade.
hash_area_size(init.
oraparameter)ControlstheamountofmemorythatOraclecanuseforhashjoinprocessing.
Oraclerecommendsavalueof30MBforthehashareasize,providedthatthedatabaseserverhassufficientavailablememory.
YoucancalculatethemaximumamountofmemorythatcanbeusedforthisparameterbyAdditionalInformation:Oracle8iServerOrganizationandRequirements;OracleApplicationsInstallationUpdateImportantUpgradeConsiderations1-10UpgradingOracleApplicationsdividingtheamountofavailablememory(aftertakingintoconsiderationthesizeoftheSGAandtheuserprocesses)bythevalueoftheparallel_max_servers.
parallel_max_servers(init.
oraparameter)Controlsthemaximumnumberofparallelqueryserverprocessesrunninginthedatabase.
Oraclerecommendsavalueequalto4timesthenumberofCPUs.
Temporarytablespace(usuallyTEMP)Shouldbecreatedasalocallymanagedtablespaceusingthetemporaryfileoptionwithauniformallocationsize.
Ifyourtemporarytablespaceisnotdefinedinthisway,youshoulddropthetemporarytablespaceandrecreateitusingthefollowingexampleasatemplate:SQL>droptabalespaceTEMP;SQL>createTEMPORARYtablespaceTEMPtempfile'ts_p_temp1.
dbf'size2028MEXTENTMANAGEMENTLOCALUNIFORMSIZE10M;YoucanverifythatthetemporarytablespacehasbeencreatedasdescribedabovebyexecutingthefollowingSQLstatement:SQL>selectCONTENTS,EXTENT_MANAGEMENT,ALLOCATION_TYPEfromdba_tablespaceswheretablespace_name='TEMP';Thequeryoutputshouldbe:CONTENTSEXTENT_MANAGEMENTALLOCATION_TYPETEMPORARYLOCALUNIFORMAfteryoucompletetheupgradesuccessfully,changethesettingsforthehash_area_sizeandparallel_max_serversbacktothedefaultsettings,andrestorethepreviousstorageparametersforthetemporarytablespace.
Duringtheupgrade,usea10MBuniformextentsizeforthetemporarytablespace.
Afterasuccessfulupgrade,lowertheextentsizeforthetemporarytablespacetoavaluethatislessthan1MB(forexample,128K).
BatchCommitSizesBatchcommitsizeaffectssystemperformanceduringanupgrade.
Itdeterminesthenumberofrowstocommitatonetimewhencertainscriptsrun.
WhenyoustartAutoUpgrade,itpromptsyoutoenterabatchcommitsizetobeusedduringtheupgrade.
Ifyoudonotspecifyavalue,AutoUpgradeusesadefaultbatchcommitImportantUpgradeConsiderationsOverviewofanUpgrade1-11size,whichissettoarelativelysmallvaluetoaccommodatesystemswithsmallrollbacksegments.
Totakeadvantageoflargerollbacksegments,youmustspecifyabatchcommitsizelargerthanthedefaultvalue.
Individualproducts,suchasProjectsandInventory,mayalsohavecommitsizeparametersfordriverfiles.
Whereapplicable,youwillfindthesedriverfilesintheadmindirectoryin_TOPunderthedriversubdirectory.
Eachscriptincludesthespecificsyntaxyoumustmodifyforthecommitsizeparameter.
Yourdatabaseadministratorcandeterminetheappropriatecommitsizeforeachscriptgiventhesizeofyourrollbacksegments.
EnvironmentCustomizingYourOracleApplicationsCustomizationsmadetothefilesystem,database,forms,andreportscanhaveamajorimpactonanupgradetimeline.
Thebestwaystopreserveyourcustomizationsandminimizetheimpactduringtheupgradeareto:sdevelopinaccordancewiththestandardsintheOracleApplicationsDeveloper'sGuidesdocumentcustomizationssoyoucanprepareanaccurateimpactanalysisforyourupgradestrackandbackupcustomizationsmadeduringtheupgradecycleIfyouhavecustomizedyourOracleApplicationstomeetyourbusinessneeds,youwillneedtopayspecialattentiontoyourcustomizedcodewhenyouperformanupgrade.
Thestepsinthismanualalertyoutomanyofthetypesofcustomizationsthatwillrequireattention.
Thisoverviewchapterpresentssomeimportantgeneralconsiderationsindealingwithcustomcode.
CustomizationsmadebymodifyingApplicationsdata—changingthespecializationsofaconcurrentmanagerormodifyinganOracleApplicationsvalueset—maybeoverwrittenbyAutoUpgrade.
Note:TheseupgradeinstructionsassumethatyoufollowthestandardsforcustomizingOracleApplicationsexactlyasdescribedintheOracleApplicationsDeveloper'sGuideandtheOracleApplicationsUserInterfaceStandardsforForms-basedProducts.
ImportantUpgradeConsiderations1-12UpgradingOracleApplicationsCustomizationsmadebyextendingOracleApplicationsdata—definingnewconcurrentmanagersorcustomresponsibilities—arepreservedduringtheupgrade.
However,ifyourcustomextensionhasthesamenameasanewOraclecomponent,AutoUpgrademaychangeorrenameit.
Thepre-upgradestepsprovidewaystoprotectordocumentcustomizations,whetherbymodificationorextension.
NamingconventionsusedbyAutoUpgradeforcustomcomponentssuchasmenusandresponsibilitiesaredocumentedsothatyoucanbesurethatyouhavecreatedauniquenameforyourextensions.
WhenAutoUpgraderunsDataMergeontabledata,DataMergeusesaspecifiedcolumn(orsetofcolumns)touniquelyidentifytherow.
DataMergemergestherowaccordingtothevalueofthespecifiedcolumnandthevalueoftheWHOcolumns(whichdeterminewhetherOracleseededtheroworupdatedit).
Customizationstocharacter-modedata,suchasSQL*Forms2.
3menusandtheresponsibilitiesthatusethosemenus,arenotmigratedduringtheupgrade.
IfarowyouaddedinthedatabaseconflictswithonedefinedbyOracletobeinsertedinthedatabase,yourrowismovedoutofthewaybyaddingan@symbolasaprefixtothevalueofthespecifiedidentifyingcolumn(ifthecolumnisVARCHAR2)orbybumpingtheIDtogreaterthan1million(ifthecolumnisnotVARCHAR2)beforetherowthatOraclehasdefinedisinserted.
Theupgradeprocesskeepstheoldrowsothatyoucanseewhatwaschanged.
CustomizingHelpFilesThisreleasecontainsanewonlinehelpsystem.
ThehelpfilesareinHTMLformat,makingthemeasytomodifyusingacommercialwebbrowser/editorsuchasNetscapeCommunicator.
YoucanalsoaddHTMLandGIFfilesofyourowntothehelpsystem.
Forcompleteinformation,seetheCustomizingOracleApplicationsHelpsectionoftheOracleApplicationsSystemAdministrator'sGuide.
IncrementalBackupsAtnotablejuncturesintheupgradeprocess,westronglyrecommendbackingupthedatabase.
Abackupisasafeguardagainstunexpecteddatalossandapplicationupgradeerrors.
Shouldyouroriginaldatabecomecorrupted,youcanusetheAdditionalInformation:OracleApplicationsDeveloper'sGuideAttention:Youshouldsaveyourpre-upgradecustomizedhelpfilesasareference.
However,youmustrecreateyourcustomizationsinthenewonlinesystem—youcannotreapplyyourpreviouslycustomizedhelpfilestotheRelease11i.
ImportantUpgradeConsiderationsOverviewofanUpgrade1-13backuptorestorethedatabase.
Recommendedbackuppointsarenotedthroughoutthismanual.
ArchitectureThissectionsummarizesonlyafewofthefeaturesofOracleApplicationsarchitecturethataffectyourupgrade.
BeforeyoubegintoupgradeyourOracleApplicationsproducts,youshouldreadandunderstandOracleApplicationsConcepts,whichcontainsacompletediscussionofthearchitectureinthisrelease.
MultipleOrganization(Multi-Org)SupportTheVisionDemodatabaseisenabledforMulti-Org.
However,theproductionandtestdatabasesarenot.
IfyouwanttouseMulti-Orgwiththesedatabasesoranexistingupgradedatabase,logintotheOracleApplicationsloginaccount,executetheappropriateenvironmentfile,andfollowtheinstructionsaboutusingtheADAdministrationutilitytoconverttoMulti-OrginMaintainingOracleApplications.
MultipleReportingCurrencies(MRC)IfyouusedMultipleReportingCurrenciesinRelease11.
0ofOracleApplications,youwillneedtoperformsomeMRCupgradetaskstocompletetheupgradetoRelease11i.
Thetasksarelistedintheappropriatechapter(s)inthisbook.
IfyouareupgradingfromRelease10.
7ofOracleApplications,andyouwanttouseMRCfunctionality,youwillneedtoperformtheMRCsetupafteryouhavecompletedyourupgradetoRelease11i.
YouwillfindcompleteinstructionsonimplementingMRCinMultipleReportingCurrenciesinOracleApplications.
InternetComputingOracleApplicationsusesinternetcomputingtoprovideaframeworkformulti-tiered,distributedcomputing.
Takingadvantageofapplicationservers,databaseservers,anddesktopclientsworkingtogether,itprovidesacross-platform,standards-basedenvironmentfordevelopinganddeployingnetwork-centricapplications,suchastheOracleE-BusinessSuite.
Withinternetcomputing,softwareadministrationiscentralized.
OracleApplicationssoftwareisinstalledonlyonservers,notonclientmachines.
EndusersAdditionalInformation:MultipleOrganizationsinOracleApplicationsAdditionalInformation:OracleApplicationsConceptsImportantUpgradeConsiderations1-14UpgradingOracleApplicationscanaccessOracleApplicationsfromanyJava-enableddesktopclient.
ThedesktopclientsrunstandarddesktopsoftwareandnoApplicationssoftware,whichrunsonlyonapplicationserversresidentincentraldatacenters.
NotethatupgradingtothisarchitecturefromtheearlierSmartClientapplicationsisachangeintheunderlyingtooltechnology,notintheapplicationscode,sinceOracleApplicationscontinuestobebuiltusingOracleDeveloper.
Thus,theupgradeprocessforyourcustomformsbuiltwithOracleForms4.
5involvesregeneratingtheforms,runninganOracleApplicationsupgradeutility,makingminorrequiredchangesreportedbytheOracleFormsDeveloper6icompilerandtheupgradeutility,andapplyingsomeoptionalupdatestotakeadvantageofthenewfeaturesofOracleFormsDeveloper6i.
UsingMultipleORACLEHomesInamultiple-homemodel,theAPPL_TOPdirectoryisassociatedwithtwoormoreOracleHomedirectories.
ThedatabasehomecontainsthefilesforcreatingandmaintainingthedatabasethatholdstheOracleApplicationsdata.
ThelinkinghomecontainslibraryandobjectfilesthatarereadbytheADRelinkutilitytolinkApplicationsprograms.
ServerpartitioningofthemiddletierishandledbyRapidInstall.
DatabaseOracleApplicationsRelease11irequiresanOracle8iEnterpriseEdition8.
1.
6.
1databaseserverbecausesomeproductshavedependenciesonOracle8ifeatures.
Thismanualcontainspre-andpost-upgradestepsthatarerequiredforanApplicationsdatabaseupgradeormigration.
MigratingorUpgradingyourDatabaseOneofthecriticalstepsrequiredforthisreleaseistomigrateorupgradeyourexistingdatabasetoOracle8iEnterpriseEditionRelease8.
1.
6.
1.
MigratingorupgradingyourdatabasecanbeperformedeitherinCategory1orinCategory3,AdditionalInformation:CustomizationStandards,OracleApplicationsDeveloper'sGuideAdditionalInformation:OracleApplicationsConceptsAdditionalInformation:Oracle8iServerMigration;Oracle8iUtilitiesImportantUpgradeConsiderationsOverviewofanUpgrade1-15thereforethisstepisdescribedinthismanualasadatabaseupgradetaskinbothplaces.
Themigrationorupgradestepsdifferbasedonwhenyouperformthem.
Forexample,ifyouupgradeinCategory1,youmustapplytheappropriateinteroperabilitypatchforyourOracleApplicationsreleaselevelsothatyour10.
7or11.
0Applicationswillcontinuetoworkwiththe8.
1.
6databaseuntilyoucompletetheRelease11iupgrade.
ThisstepisnotrequiredifyoumigrateorupgradeinCategory3.
Inadditiontootherrequiredfiles,RapidInstallcreatesacompleteOracle8i8.
1.
6.
1technologystack.
Whileyoumayinstallthedatabaseonyourown,Oraclerecommendsthatyouusethistechnologystack.
Indoingso,allscriptswillfunctionwithoutneedformodification.
Installedvs.
LicensedProductsRapidInstalllaysdowntheOracleApplicationsfilesystem,andAutoUpgradeupgradesalldatabaseobjectsregardlessoflicensestatus.
WhenmaintainingOracleApplications,AutoPatchcopiesonlythefilesappropriateforyourAPPL_TOPconfiguration.
Forexample,reportsfilesarenotcopiedintoanAPPL_TOPthatisconfiguredasaformsserver.
Inaddition,tosavetimeduringpatching,AutoPatchdoesnotgenerateanyfilesforunlicensedproducts.
Cost-basedOptimization(CBO)OptimizationistheprocessofchoosingthemostefficientwaytoexecuteaSQLstatement.
IntheOracle8idatabase,andOracleApplicationsRelease11i,theOracleoptimizerusescost-based,ratherthanrule-based,optimization.
Cost-basedoptimization(CBO)dynamicallydeterminesthemostefficientaccesspathsandjoinmethodsforexecutingSQLstatementsbytakingintoaccountstatisticssuchasthesizeofeachtableandtheselectivityofeachquerycondition.
TheincorporationofCBOintoRelease11iimprovesperformanceandenablesotherdatabasefeaturesthatdependoncost-basedoptimization.
Note:Itisimportanttonotethatyoudonothavetomigrateorupgradeyourdatabasetwice—ifyoudidsoinCategory1,donotperformthemigrationorupgradeagaininCategory3.
However,theCategory3stepscontaininformationnotrequiredinCategory1.
Youshouldreadbothsetsofstepscarefullybeforeyoubegin.
ImportantUpgradeConsiderations1-16UpgradingOracleApplicationsRelease11irepresentsatransitionfromrule-basedtocost-basedoptimization.
BecauseCBOisenabledduringtheAutoUpgradeprocess,thepre-upgradestepsinthisbookarerule-based,whilestepsperformedafteryourunAutoUpgrade(post-upgrade)arecost-based.
YoumaywanttoevaluatetheimpactofCBOonyourcustomcodeinyourtestsystembeforeyoubeginyourupgrade.
DroppingObsoleteColumnsDuringtheupgradeprocess,theOracle8iDROPCOLUMNcommandmarksOracleApplicationscolumnsasunusedinthedatadictionary,makingitpossibleforthesystemadministratortodropthecolumnsandreclaimtheassociatedspace.
Itisagoodideatoplanthisreclamationaheadoftimewithyourusersbecausetheprocesslockstheassociatedtables.
Oncethespaceisreclaimed,theupgradeddatamodellooksmorelikeafreshinstall(exceptforcustomizations).
NotethatDROPCOLUMNhasnoeffectoncustomcolumns.
NLSDatabaseConsiderationsEachadditionallanguagemaytakeupto200MBofspaceinthedatabase.
Ifthereisnotenoughspacetoaccommodatethisgrowth,youwillencounteranerrorduringtheupgradeorwhileapplyingthetranslations.
Ifyoureceiveanerrorduetolackofspace,simplyincreasetheaffectedtablespaceandrestarttheprocess.
Youmustretainyouroriginallanguageconfigurationuntiltheentireupgradeiscomplete(includingthepost-upgradeandfinishingsteps).
Afteryoucompletetheupgrade,youcanusetheLicenseManagertochangeyourlanguageconfiguration.
CharacterSetsIfyouneedtochangethecharactersetofyourAPPL_TOP,youcandosobeforeoraftertheupgrade.
Ifyouchoosetochangeitbeforetheupgrade,maketheselectionontheappropriateRapidInstallWizardscreen.
Youmustwaituntilaftertheupgradetochangethedatabasecharacterset.
ThecharactersetofyourAPPL_TOPmustbecompatiblewiththedatabasecharactersetatalltimes—donotchangeitbeforetheAdditionalInformation:Cost-basedOptimization,OracleApplicationsConcepts;Cost-basedOptimizationinOracleApplications,OracleApplicationsSystemAdministrator'sGuide;TheOptimizer,Oracle8iConceptsAdditionalInformation:ManagingTablespaces,Oracle8iAdministrator'sGuideImportantUpgradeConsiderationsOverviewofanUpgrade1-17upgradeinanticipationofchangingthedatabasecharactersetaftertheupgrade.
ChangingcharactersetsinyourdatabaseisconsideredanOracleConsultingsolution.
EnhancedMultilingualSupportCustomer-facingexternaldocuments,suchascustomerinvoicesandpackingslips,areavailableinthelanguageofthecustomer'schoice.
Muchapplicationreferenceinformation,suchaspaymenttermsandunitsofmeasure,ismultilingual,allowinguserstoenterandviewinformationintheirlanguageofchoice.
FormsandReportsTheseformsandreportscontainnewfeatures.
UpgradetoOracleFormsDeveloper6iIfyouhavecustomformswritteninSQL*Forms2.
3inRelease10,youneedtorewritetheminOracleFormsDeveloper6iaccordingtoOracleApplicationsstandardsandthengeneratethenewforms.
IfyouareupgradingfromRelease10SC(SmartClient),Release10.
7,orRelease11.
0,andallyourcustomformsarealreadyinOracleForms4.
5,youneedtoregeneratethesecustomforms,runtheOracleApplicationsupgradeutility,andmakeminorrequiredchangesreportedbytheOracleFormsDeveloper6icompilerandtheupgradeutility.
IfyouwishtousethenewfeaturesofOracleFormsDeveloper6i,youmustsupplementyourforminaccordancewiththecodingstandardsintheOracleApplicationsDeveloper'sGuide.
Warning:Ifyouchangethecharactersetontheapplicationtiertoonethatisnotcompatiblewiththecurrentdatabasecharacterset,yourupgradedinstallationwillbenotbeusable.
Attention:Ifyouareinstallingadditionallanguagestoyourinstallation,refertoOracleApplicationsConceptsforinformationonsupportedlanguages,charactersets,charactersetconversions,unicodecharacter-setsupport,orflexibledatesandnumbers.
Youshouldfamiliarizeyourselfwiththisinformationbeforeyoubeginyourupgrade.
AdditionalInformation:CustomizationStandards,OracleApplicationsDeveloper'sGuideImportantUpgradeConsiderations1-18UpgradingOracleApplicationsStandardDateandNumberFormatsInRelease11i,alldatesandnumbersarestoredinstandardformat,whichmeansthatnomatterhowtheyareinput,theywillbeprocessedinternallyinaconsistentmanner.
TosupportflexibledateandMultipleRadixSupport,alldatastoredinDateandDate-timeformattypevaluesetsmustbeconvertedtoStandardDate,StandardDate-time,Number,orCharacter(numbersonly)formattypevaluesetsusingtheFNDFFUPGutility.
FlexibleDateFormatsOracleApplicationssupportsFlexibleDateFormatinFormsDeveloper6i.
Youcanenterandviewdatesinanyvalidformat,suchas11/25/01or11-25-2001.
AnyformatforwhichSQLprovidesamaskisvalid,andanydatespassedtothedatabasearestoredcanonicallywiththeexceptionofreports,whichalwaysdisplaydatesasDD-MON-RRRR.
UsethePersonalHomepagetosetupgeneralpreferences.
MultipleRadixSupportEnterandviewnumbersinformsusingtheradixformatappropriatetoyourcountryofoperation,usingeithertheperiod(fullstop)characterorcommaastheradix.
Forexample,youcanenter1.
02and100,000.
02or1,02and100.
000,02.
Oracle8istoresallnumbersanddatesuniformly,andthesitelevelpreferencessetduringinstallationbyRapidInstalldeterminewhichcharacterisinterpretedastheradix.
SQL*Report(RPT)NoLongerSupportedInRelease11,weremovedallsupportforRPTasanexecutionmethod.
Anyprogramsthatusethismethodwillbedisabled.
IfyouhavecustomizedreportprogramswrittenusingRPT,youmustrewritethemusingasupportedexecutionmethodortool,suchasOracleReportsDeveloper.
ApplicationsTheinformationinthissectionappliesspecificallytoApplicationsinthisrelease.
UpgradingOrderManagementandCRMProductsThisreleasecontainsanimprovedRelease11iupgradeforOracleOrderManagement.
SeeOracleApplicationsReleaseNotes(October2000)forinstructionsonorderingtherequiredminipack.
CRMusersshouldcontactOracleSupportforinstructions.
ImportantUpgradeConsiderationsOverviewofanUpgrade1-19UpgradingPublicSectorApplicationsProductsThefollowingnewandredesignedPublicSectorApplicationsproductsareincludedinthisrelease:sOraclePublicSectorBudgetingsOracleGrantsAccountingsOracleGrantsProposalsOracleLaborDistributionBecausetheseneworredesignedproductsbuildonexistingOracleApplicationsproductsandaddnewfunctionality,eachproductisinstalledorupgradedasamandatorypatch,whichyoumustapplyasapartoftheupgradeprocess.
Youapplyit(usingAutoPatch)immediatelyafteryourunAutoUpgrade,notasafinishingstep.
Youshouldalsopayspecialattentiontopreparatoryorfinishingstepsthatmaybeincludedintheproduct-specificdocumentationfortheseproducts.
FlexBuilder/AccountGeneratorInRelease10.
7,severalOracleApplicationsproductsusedFlexBuildertoderiveaccountnumbersforcertainaccounttransactions.
InRelease11.
0,FlexBuilderwasreplacedbytheAccountGeneratorusingOracleWorkflow.
Thistransitionaffectsthefollowingproducts:OracleAssets,OracleOrderEntry,OracleProjects,OraclePurchasing,OracleReceivables.
IfyouusedFlexBuilderinRelease10.
7tobuildAccountingFlexfieldcodecombinations,youneedtofollowtheupgradestepsinthismanual.
YoumusthaveOracleWorkflowinstalledandsetuptousetheAccountGeneratorfeature.
AutoUpgradeinstallsOracleWorkflowforyou.
However,youneedtocompletesomeadditionalsetupstepsaftertheAutoUpgradeprocessingiscomplete.
IfyouplantocustomizetheAccountGeneratorconfiguration,youshouldalsoinstalltheOracleWorkflowBuilderonthedesktopclient.
AdditionalInformation:OverviewoftheAccountGenerator,OracleApplicationsFlexfieldsGuide;OracleWorkflowGuideNote:ReferencestoFlexBuilderapplytoOracleProjectsonlywithrespecttoprojecttransactionsthatinterfacewithOraclePayablesandOraclePurchasing.
Forotherpurposes,OracleProjectscontinuestouseAutoAccounting.
ImportantUpgradeConsiderations1-20UpgradingOracleApplicationsBeforetheupgrade,youneedtoreviewthewayeachproductusestheAccountGeneratortogenerateAccountingFlexfieldcodecombinations.
ConsiderwhetherthedefaultAccountGeneratorprocessesareappropriateforeachproduct,andappropriateforeachsetofbooksthatusesauniqueAccountingFlexfieldstructure.
Foreachstructureandsetofbooks,youcanchooseto:susethedefaultAccountGeneratorprocesssusethepreviouslycustomizedRelease10.
7FlexBuilderassignmentcreatedforRelease11iintheupgradeprocessscustomizethedefaultAccountGeneratorprocessThischoicedetermineswhichpost-upgradestepsyourteammustperform.
ThestepsforsettingupandusingtheAccountGeneratorareoutlinedinUpgradingOracleApplications.
ARSeedDataChangesinRelease11.
0TointerfacedraftinvoicestoOracleReceivables,OracleProjectspredefinesacontextfortheARTransactionflexfield.
OracleProjectsalsopre-seedsabatchsource,transactiontypes,andgroupingandorderingrulesforOracleProjectsinvoicesinOracleReceivables.
InversionsofOracleProjectspriortoRelease11.
0,theseededvaluescontainedtheprefixPA(forProjectAccounting).
Thisdatawasnottranslatableandnotautomaticallycreatedforanewoperatingunitinamultipleorganizationimplementation.
Toovercometheseissues,changesweremadeinRelease11.
0totheOracleProjectsseeddatainOracleReceivables.
AllcustomersperformingafreshinstallationofOracleProjectswithRelease11iwillseeonlythenewdata.
IfyouareupgradingtoRelease11ifromRelease10.
7,theseseeddatachangesdonotapplytoyoursystem.
However,youwillseethenewSeedDataTypeOldNameNewNameTransactionFlexfieldContextPAINVOICESPROJECTSINVOICESBatchSourcePAINVOICESPROJECTSINVOICESTransactionTypePAInvoiceProjectsInvoiceTransactionTypePACreditMemoProjectsCreditMemoGroupingRulesPAGroupingRuleProjectsGroupingRuleOrderingRulesPAOrderingRuleProjectsOrderingRuleImportantUpgradeConsiderationsOverviewofanUpgrade1-21values(PROJECTS)aswellastheoldvalues(PA)thatyouareaccustomedtoseeing.
Youmustcontinuetouseonlytheoldvalues.
IfyoucreateanewoperatingunitinRelease11i,thenewdataisreplicatedforthenewoperatingunit.
User-definedCollectionElementsCollectionelementsAvailableQuantity,CompletedQuantity,andShipToLocationarepre-definedandseededinOracleQualityRelease11i.
Ifyoupreviouslycreatedanyuser-definedcollectionelementswiththesenames,theywillberenamedwiththeprefix@duringtheupgrade.
Forexample,AvailableQuantitywouldbecome@AvailableQuantity.
Asaresult,aftertheupgradeyouwillhavetwocollectionelementswithsimilarnames.
Whenyoucreatecollectionplansorrunreportsandqueries,youneedtoconsiderwhichcollectionelementyouwanttouse:theQuality-definedcollectionelementoryourrenameduser-definedcollectionelement.
ImportantUpgradeConsiderations1-22UpgradingOracleApplicationsCategory1—BeforeYouReceivetheSoftware2-12Category1—BeforeYouReceivetheSoftwareThischapterdescribestheupgradepreparationsteps(alsoknownaspre-upgradesteps)thatyoumustruntoprepareforyourOracleApplicationsupgrade.
WerefertothesestepsasCategory1—theyrequirenothingfromthenewsoftware,andtheyallowyoutocontinuetouseyourcurrentOracleApplicationsenvironment.
WerecommendthatyouperformthestepsreferencedinthefollowingtableassoonasyouknowthatyouwillbeupgradingtoRelease11iofOracleApplications.
DatabaseUpgradeStepsBecausetheyaffectallOracleapplications,youmustperformthestepsfortheDatabaseUpgradebeforeyouperformApplicationTechnologyorproduct-specificsteps.
DatabaseUpgradeTasks2-2OracleHumanResourcesTasks2-24SystemAdministrationTasks2-7OracleInventory/CostManagement/WorkinProcessTasks2-27ApplicationObjectLibraryTasks2-12OraclePayablesTasks2-16OraclePayroll(U.
S.
)Tasks2-26OracleAlertTasks2-15OracleProjectsTasks2-17OracleCashManagementTasks2-16OracleReceivablesTasks2-20OracleFinancialsfortheAmericasTasks2-22OracleLaborDistributionTasks2-30DatabaseUpgradeSteps2-2UpgradingOracleApplicationsDatabaseUpgradeTasksStep1:BackuptheOracleApplicationsdatabase(recommended)MakeafilesystembackupoftheOracleApplicationsdatabasetousetorestorethedatabaseifyouencounterproblemsduringtheupgradeprocess.
Step2:Maintainmultilingualtables(conditionallyrequired)IfyourApplicationsuseMLS,ensurethevalidityandaccuracyofyourmultilingualtablesbyrunningtheoptiontomaintainmulti-lingualtablesfromtheMaintainApplicationsDatabaseObjectsmenuinADAdministration.
ReviewtheADAdministrationlogfile,locatedin$APPL_TOP/admin//log(for11.
0),whereisthenameofthedatabaseagainstwhichADAdministrationisrunning.
NTuserswillfindthisfilein%APPL_TOP%\admin\\log.
InChecklistPerformedby1.
BackuptheOracleApplicationsdatabase(recommended)DatabaseAdministrator2.
Maintainmultilingualtables(conditionallyrequired)SystemAdministrator3.
Verifyoperatingsystemlogin(required)SystemAdministrator4.
RenamecustomdatabaseobjectswithApplicationsprefixes(conditionallyrequired)DatabaseAdministrator5.
MigrateorupgradetoOracle8iEnterpriseEdition(conditionallyrequired)DatabaseAdministrator/SystemAdministrator6.
BackupOracleApplicationsandcustomizations(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleBackupandRecoveryGuideUsersmustlogoff:YesWarning:ShutdownthedatabasewiththeNORMALoption.
YoumaynotbeabletorestorethedatabasefromthebackupifyouusetheIMMEDIATEorABORToption.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsInstallation,Release10.
7andRelease11Usersmustlogoff:NoDatabaseUpgradeStepsCategory1—BeforeYouReceivetheSoftware2-3Release10.
7installations,thefileislocatedinthelogsubdirectoryundertheinstalldirectoryinyourAPPL_TOP.
ThereshouldbenoORACLEerrors.
Step3:Verifyoperatingsystemlogin(required)Youneedonemainoperatingsystemlogin(typicallyapplmgr)torunAutoUpgradeandtomanageOracleApplicationsproductfiles.
Becauseyouareupgrading,theApplicationsloginhasalreadybeencreated.
Besurethatyoucanlogintoallthemachinesintheenvironmentsthatwillbeaffectedbytheupgradeprocess.
Step4:RenamecustomdatabaseobjectswithApplicationsprefixes(conditionallyrequired)AutoUpgradeautomaticallyrunsascriptcalledaddrpbco.
sql,whichdropsdatabaseobjectsthatmatchstandardOracleprefixes.
Forexample,ifyouhaveacustomstoredprocedurenamedGL_CUSTOMintheschemaforOracleGeneralLedger,itisdroppedduringtheupgrade.
AnobjectnamedXXGL_CUSTOMwouldnotbeaffected.
Topreservethesecustomdatabaseobjects,relocatethemtoanotherschemaorrenamethemsothattheydonotusetheOraclestandardprefixes.
AdditionalInformation:OracleApplicationsMessageReferenceManualPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:NoAdditionalInformation:InstallingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsDeveloper'sGuideUsersmustlogoff:YesWarning:Databaseobjectnamesshouldcontainatleastfourcharactersfortheproductshortname,followedbyanunderscore.
Useonlyletters,digits,andunderscoreswhennamingdatabaseobjects.
Forexample,youcoulddefineyourcustomapplicationtousetheshortnameCUST,anddatabaseobjectstouseCUST_.
AdditionalInformation:NamingStandards,OracleApplicationsDeveloper'sGuide,Release10.
7orRelease11.
0DatabaseUpgradeSteps2-4UpgradingOracleApplicationsStep5:MigrateorupgradetoOracle8iEnterpriseEdition(conditionallyrequired)Releases10.
7and11.
0ofOracleApplicationsarebothcertifiedtorunwithOracle8iEnterpriseEditionRelease8.
1.
6.
Toreducesystemdowntimeduringtheupgrade,westronglyrecommendthatyoumigrateorupgradetoOracle8i8.
1.
6databasenow,ifyouhavenotdonesoalready.
Performthefollowingsteps:1.
MigrateorupgradeyourdatabasetoOracle8iEnterpriseEditionRelease8.
1.
6.
TheOracle8iMigrationdocumentationcontainsinstructionsformigratingorupgradingyourdatabase.
2.
ApplytheOracle8iEnterpriseEditionRelease8.
1.
6interoperabilitypatches.
AnintegralpartofyourmigrationorupgradeistheapplicationoftheOracle8iEnterpriseEditionRelease8.
1.
6interoperabilitypatches.
Applyingthepatchesallowsyour11.
0or10.
7applicationstorununderthe8.
1.
6versionoftheOracledatabase.
Thepatchreadmefilescontaincompleteinstructionsanddescribesothertasksnecessarytocompletethemigrationorupgrade.
ThepatchesareavailableonOracleMetaLink.
3.
Setinit.
orafileparametersInyourinit.
orafile,setthefollowingparameterstothevaluesindicated.
Restartyourdatabaseforthenewparameterstotakeeffect.
_complex_view_merging=true_fast_full_scan_enabled=false_like_with_bind_as_equality=true_optimizer_mode_force=true_optimizer_undo_changes=false_or_expand_nvl_predicate=true_ordered_nested_loop=true_push_join_predicate=true_push_join_union_view=true_sort_elimination_cost_ratio=5_table_scan_cost_plus_one=truePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iInteroperabilityPatchreadmefile,Oracle8iReferenceGuide,MaintainingOracleApplicationsUsersmustlogoff:YesAdditionalInformation:Oracle8iMigration;Oracle8iUtilitiesDatabaseUpgradeStepsCategory1—BeforeYouReceivetheSoftware2-5_trace_files_public=true_use_column_stats_for_function=true_sqlexec_progression_cost=0aq_tm_processes=1always_anti_join=NESTED_LOOPSalways_semi_join=NESTED_LOOPScompatible=8.
1.
6db_block_buffers=5000db_files=500db_file_multiblock_read_count=8dml_locks=500enqueue_resources=5000log_buffer=1048576log_checkpoint_interval=100000log_checkpoint_timeout=72000max_enabled_roles=40nls_date_format=DD-MON-RRnls_language=americannls_numeric_characters=.
,nls_sort=binarynls_territory=americaopen_cursors=300optimizer_features_enable=8.
1.
6optimizer_max_permutations=79000optimizer_mode=ruleoptimizer_percent_parallel=0parallel_min_servers=0processes=75query_rewrite_enabled=truerow_locking=alwaysshared_pool_reserved_size=30000000shared_pool_size=300000000sort_area_size=256000timed_statistics=trueNote:Younolongerneedtosetevent="10932tracenamecontextlevel2".
However,itispossiblethatcustomcodecouldgenerateacompilationerror—theeventreversesstrictertypechecking.
Youshouldfixyourcode,ratherthanrelyonthisevent.
AdditionalInformation:Oracle8iReferenceGuide;MaintainingOracleApplicationsDatabaseUpgradeSteps2-6UpgradingOracleApplications4.
GatherdatabasestatisticsforCBOTheOracleoptimizer,usingcost-basedoptimization(CBO),dynamicallydeterminesthemostefficientaccesspathsandjoinmethodsforSQLqueryexecutionbytakingintoaccountcertaindatabasestatistics,suchasthesizeofeachtableandtheselectivityofeachquerycondition.
YouneedtogatherthesestatisticsandkeepthemcurrentsothattheOracleoptimizercanusethemtooptimizeyourdatabasequeries.
UsetheFND_STATSpackage,availableaspatch1268797(forpre-upgradeuse),togatherthesestatistics.
DownloadthepatchfromOracleMetaLinkandapplyitusingAutoPatch.
Then,generateCBOstatisticsbyrunningthefollowingscript:For10.
7UNIXusers:$cd$FND_TOP/patchsc/107/sql$sqlplus/@afstatrn.
sqlFALSEFor10.
7NTusers:C:\>cd%FND_TOP%\patchsc\107\sqlC:\>sqlplus/@afstatrn.
sqlFALSEFor11.
0UNIXusers:$cd$FND_TOP/patch/110/sql$sqlplus/@afstatrn.
sqlFALSEFor11.
0NTusers:C:\>cd%FND_TOP%\patch\110\sqlC:\>sqlplus/@afstatrn.
sqlFALSE5.
Identify/createPL/SQLlogandoutdirectoriesChooseatemporarydirectoryonyourdatabaseserverforlogandoutputfilesfromPL/SQLconcurrentprograms.
Ifthisdirectorydoesnotexist,createit.
Onceyouhavechosenorcreatedthedirectory,enteritasthevalueforutl_file_dirininit.
oraforyourdatabase.
Then,whenpromptedbyAutoUpgradeorADAdministration(duringthecreationoftheApplicationsenvironmentfile),AdditionalInformation:Cost-basedOptimization(CBO),Chapter1ApplicationsTechnologyProductsCategory1—BeforeYouReceivetheSoftware2-7indicatethedirectorywhereyouwantthetemporarylog/outputfilestobelocated(thislocationisthevalueoftheAPPLPTMPvariable).
Step6:BackupOracleApplicationsandcustomizations(conditionallyrequired)BackupexistingOracleApplicationsproductfiles,productcustomizations,customizedhelpfiles(inHTML),andtheOracleApplicationsdatabasebeforeyoubegintounloadtheOracleApplicationssoftware.
ApplicationsTechnologyProductsBecausetheyaffectallOracleapplications,youmustperformtheupgradestepsforSystemAdministrationandApplicationObjectLibrarybeforeyouperformproduct-specificsteps.
SystemAdministrationTasksNote:ThisvariablenameisAPPLPTMP,whichissimilarto,butnotthesameas,APPLTMP.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleBackupandRecoveryGuideUsersmustlogoff:YesChecklistPerformedby1.
VerifyORACLEschemas(required)SystemAdministrator2.
Renamecustomvaluesets(required)SystemAdministrator3.
Determineattachmentfileuploaddirectory(conditionallyrequired)SystemAdministrator4.
Reviewcurrentuserresponsibilities(conditionallyrequired)SystemAdministrator5.
Documentconcurrentprogramcustomizations(recommended)SystemAdministrator6.
Preservemenucustomizations(recommended)SystemAdministrator7.
PreserveCUSTOMlibrarycustomizations(conditionallyrequired)SystemAdministratorApplicationsTechnologyProducts2-8UpgradingOracleApplicationsStep1:VerifyORACLEschemas(required)VerifythatallORACLEpasswordsarecorrect,anddisableanyORACLEIDsthatarenolongerused.
UsetheORACLEUserswindow(RegisterOracleIDswindowinRelease10.
7)tochangeordisableORACLEpasswords(Security>ORACLE>Register).
Ifthereareanyuser-definedconstraintsontheobjectswithinanORACLEIDyouwishtomakeobsolete,disablethembeforeyouperformthisstep.
Step2:Renamecustomvaluesets(required)OracleApplicationsincludesmanypredefinedvaluesets,primarilyforStandardReportSubmissionparameters.
AutoUpgrademayoverwritecustomvaluesetsiftheyusethesamenamesasthepredefinedvaluesets.
Toavoidconflicts,astheSystemAdministrator,navigatetotheValueSetswindowandrenamevaluesets(Application>Validation>Set).
CertainstandardnamingpatternsarereservedforusebytheOracleApplicationsproducts—2-or3-prefixcharactersimmediatelyfollowedbyanunderscoreorhyphen.
Forexample:XX_VALUE_SET,XXX_ValueSet,XX-VALUE_SET,XXX-ValueSet.
Donotusethesenamingpatternsforyourcustomvaluesets(toavoidpotentialupgradeconflicts).
Forexample,youmightwantthenameofyourvaluesetstobeginwitha6-characternameforyoursite.
NotethatOracleApplicationsproductshavenotalwaysfollowedtheseguidelinesinthepast.
So,inadditiontoverifyingthatyourvaluesetsdonotuseOraclePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:NoAdditionalInformation:RegisterORACLEIDs,OracleApplicationsSecurityinOracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoApplicationsTechnologyProductsCategory1—BeforeYouReceivetheSoftware2-9Applicationsnamingconventions,checkthefollowinglistsandrenameanyconflictingvaluesetsbeforeyouupgrade.
Table2–1Non-standardOracleApplicationsValueSetNamePrefixesCONC-$FLEX$.
Jxxx_(wherexxxisanythreeletters,suchasJEXX_)OE:SA-Table2–2Non-standardOracleApplicationsValueSetNames15CharactersCSNone,RequiredOperatingUnit20CharactersCategoriesOperatingUnit(secured)30CharactersConcurrentProgramNameP_SORT_COLUMN_430CharactersOptionalDD-MON-YYHH:MIPartNumber4CharactersDatePhysicalTags50charsDefaultTestforSRSProductFamily7/NumberENTITY_PERIOD_NAMEProfile_testAPPL_RXRFILEPATHRegressionsuitesARXSTR_GL_DATEFLEXBUILDER_PARAMETERSRegression_testsARXSTR_GL_DATE_HIGHFLEXCODE_RXRREPORT_OPTIONARXSTR_GL_DATE_LOWFLEXSTRUCT_RXRRequestSetNameARXSTR_SHOW_ADJS_CMSFNDCPCRS_MODEResponsibilityIDARXSTR_TRX_DATEFNDMDGEN_MODEResponsibilityNameARXSTR_TRX_DATE_HIGHFNDSCSRC(SortBy)ResponsibilityName4.
0ARXSTR_TRX_DATE_LOWFORMAT_TYPESalesOrderARXVATRN_APPLICATION_DATEFilenameSequence_numAUDIT_DATESFooSRSTestValueSetAUDIT_END_DATEfunds_action_flagSortbyforFNDSCSRLAUDIT_START_DATEForm_Title_to_NameTable_nameAUDIT_TABLE_NAMEGenericTerminalGroupsAUDIT_USER_NAMEHINA_MONTHTerminalNamesAZHierarchyHelp_Download_Format_OptionsUSER_PROFILE_OPTIONAddressLine(30)INVTRREG_SRS_SORTVersionNumberApplicationsTechnologyProducts2-10UpgradingOracleApplicationsStep3:Determineattachmentfileuploaddirectory(conditionallyrequired)InReleases10.
7NCAand11.
0,theOracleApplicationsAttachmentsfeaturesupportedattachingfile-typedocumentstoanyapplicationentity.
ThefileswerestoredinadirectorylocatedontheapplicationserveranditslocationwasstoredintheOracleApplicationsprofileoptionAttachmentFileDirectory.
InRelease11i,file-typeattachmentsarestoredinthedatabase,nottheoperatingsystem.
Beforetheupgrade,determinethelocationofanyexistingattachmentfiles.
Aftertheupgrade,loadanyexistingattachmentfilesintothedatabase.
Todeterminethelocationofexistingattachmentfiles:1.
AsSystemAdministrator,chooseProfile>System.
2.
IntheFindSystemProfileValueswindow,typeAttachmentFileDirectoryintheProfilefieldandpressFind.
3.
Writedownthecurrentsettingoftheprofileoption(adirectorypath).
Iftheprofileoptionisnotset,therearenoattachmentfilestobeupgraded.
4.
Intheoperatingsystemontheapplicationserver,verifythattherearefilesinthedirectoryspecifiedbytheprofileoptionsetting.
Step4:Reviewcurrentuserresponsibilities(conditionallyrequired)Application_NameInventoryOrganizationWIPDescValSet2Application_Name_to_ShortnameLEGAL_ENTITYWIPDescValSet1CONC_REQUEST_IDSMOVEMENT_TYPEWIPItemSegment1CSCONTACTMenu_nameWIPItemSegment2CSNone,NullallowedMULTI_ORG_IDAdditionalInformation:DefineValueSetFlexfields,OracleApplicationObjectLibraryTechnicalReferenceManualPerformifupgradingfrom:10.
7NCA,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationObjectLibraryReferenceManual,OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7(charactermode)Performedby:SystemAdministratorTable2–2Non-standardOracleApplicationsValueSetNamesApplicationsTechnologyProductsCategory1—BeforeYouReceivetheSoftware2-11AfteryouupgradetoRelease11i,youwillnothaveaccesstoanycharacter-moderesponsibilities.
Amenureport,aresponsibilityreport,andaUsersofaResponsibilityreportcanhelpyoudeterminewhichcharacter-moderesponsibilitiesarebeingusedatyourinstallation.
Usethesereportstoidentifyanycharacter-modeuserswhoneedtobeupgradedtotheappropriateRelease11iresponsibilities.
Step5:Documentconcurrentprogramcustomizations(recommended)IfyouhaveupdatedanyconcurrentprogramdefinitionsprovidedbyOracleApplicationsorcreatedcustomizeddefinitions,theupgradeprocessoverwritesyourcustomizations.
DocumenttheinformationyouenteredintheConcurrentProgramswindowforeachcustomizedconcurrentprogrambyqueryingtheappropriaterowintheConcurrentProgramswindowandprintingthescreen.
Theupgradeprocessmayaffecttheupdatedconcurrentprogramdefinitions,andyoumayneedtoaltertheprogramstothewayyouwantthemwhentheupgradeprocessiscomplete.
Aftertheupgrade,usetheConcurrentProgramswindowtoupdateconcurrentprogramsusingtheinformationinyourscreenprintout.
Donotupdateconcurrentprogramsafteryouperformthisstep.
Step6:Preservemenucustomizations(recommended)Becausetheupgradeprocessmayremoveoroverwriteexisting,customizedmenus,ornewmenusthatyouhavecreated,youshouldpreservethembeforeyoubegin.
Referencemanual:OracleApplicationSystemAdministrator'sGuideRequiresconcurrentmanager:YesAdditionalInformation:ManagingOracleApplicationsSecurity,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationObjectLibraryTechnicalReferenceManual,Release10.
7or11Usersmustlogoff:NoAdditionalInformation:ProductCustomizationStandards,OracleApplicationsDeveloper'sGuidePerformifupgradingfrom:10.
710SC,10.
7NCA,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuide,Release10SCUsersmustlogoff:NoApplicationsTechnologyProducts2-12UpgradingOracleApplicationsTodocumentyourmenus,runtheappropriateFunctionSecurityreportsfortheresponsibilitiesofinterest.
Topreserveyourcustomizedmenus,usetheFunctionSecurityLoader(FNDSLOADforUNIX,fndsload.
exeforNT)executabletoextractandrestoreindividualmenusorallmenusattachedtoallresponsibilitiesregisteredunderagivenapplication.
ThisexecutableisunderFND_TOPinthebindirectory.
UsetheFunctionSecurityLoadertoextractthemenudefinitionsfromthedatabasetoatextfile.
Forexample,todownloadonemenu,youwouldtypethefollowing.
FNDSLOAD/0YLOCALmyfileDOWNLOADMYMENUwheremyfileistheexportfilenameandMYMENUisthenameoftheGUImenutobeextracted.
Todownloadmenusforanentireapplication,type:FNDSLOAD/0YLOCALmyfileDOWNLOADMYAPPwheremyfileistheexportfilename(extension.
slt)andMYAPPistheshortnamefortheapplicationcontainingtheresponsibilitiesforthemenusbeingextracted.
Step7:PreserveCUSTOMlibrarycustomizations(conditionallyrequired)TheupgradeprocessoverwritesCUSTOMlibrarycustomizations,suchasforaRelease10SCora10.
7NCAZoom.
SaveabackupcopyofyourCUSTOMlibraryanduseittoreplacetheCUSTOMlibrarycreatedduringtheupgrade.
ApplicationObjectLibraryTasksAdditionalInformation:FunctionSecurityReportsandFunctionSecurityLoader,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsDeveloper'sGuideUsersmustlogoff:NoAdditionalInformation:ZoomandtheCUSTOMLibrary,OracleApplicationsUserInterfaceStandardsforForms-basedProducts;UsingtheCUSTOMLibrary,OracleApplicationsDeveloper'sGuideRelease11ChecklistPerformedby1.
TransitioncustomformstoOracleFormsDeveloper6i(conditionallyrequired)TechnicalSpecialistApplicationsTechnologyProductsCategory1—BeforeYouReceivetheSoftware2-13Step1:TransitioncustomformstoOracleFormsDeveloper6i(conditionallyrequired)IfyouareupgradingfromtheRelease10.
7character-modeSQL*Forms2.
3,youneedtorewriteyourcustomformsinOracleForms6i.
IfyouareupgradingfromRelease10SC(SmartClient),Release10.
7,orRelease11.
0,andyourformsarealreadyinOracleForms4.
5,youneedtoupgradethemnow.
Foracompletedescriptionofupgradingcustomforms,seetheCustomizationStandardschapteroftheOracleApplicationsDeveloper'sGuide.
Step2:ConvertcustomreportsthatuseSQL*Report(RPT),FlexRpt,andFlexSQL(conditionallyrequired)SQL*Report(RPT),theflexfieldAPIsFlexRpt,andFlexSQLarenolongersupported.
RewritecustomreportsthatusetheseprogramsusingatoolsuchasOracleReportsDeveloper.
Step3:Convertmessagedictionaryfunctions(conditionallyrequired)2.
ConvertcustomreportsthatuseSQL*Report(RPT),FlexRpt,andFlexSQL(conditionallyrequired)TechnicalSpecialist3.
Convertmessagedictionaryfunctions(conditionallyrequired)TechnicalSpecialist4.
ConvertuserprofileAPIsinCconcurrentprograms(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0,10SC(SmartClient)Performedby:TechnicalSpecialistReferencemanual:OracleApplicationsDeveloper'sGuide,OracleApplicationsUserInterfaceStandardsUsersmustlogoff:NoAdditionalInformation:OracleApplicationsDeveloper'sGuidePerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleReportsReferenceManualorOracleApplicationsDeveloper'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleApplicationObjectLibraryTechnicalReferenceManual,Release10,OracleApplicationsDeveloper'sGuide,Release11Usersmustlogoff:NoChecklistPerformedbyApplicationsTechnologyProducts2-14UpgradingOracleApplicationsRemovethefollowingMessageDictionaryfunctionsfromyourcustomcode:Step4:ConvertuserprofileAPIsinCconcurrentprograms(conditionallyrequired)RemovethefollowingfunctionsfromyourCconcurrentprograms:FunctionActionfddgcs/fddgmeThereisnolongeracascadingstackoramessageexplanation.
Thesefunctionsareobsolete.
fddtokenReplacewithafdtoken.
Requiresfddutl.
hheaderfile.
Thesyntaxis:booleanafdtoken(/*_text*token_name,text*token_value_*/);fddnameReplacewithafdname.
Takestwoarguments(thefddnamefunctiontakesonlythemessagename).
Requiresfddutl.
hheaderfile.
Thesyntaxis:booleanafdname(/*_text*applsname,text*msg_name_*/);fddgetWestronglyrecommendthatyouconverttoafdget.
Thenewinterfaceallowsyoutopassabufferandbuffersize.
Theoldinterfaceassumedtheexistenceofafixed-sizeglobalvariablethatisinternaltothefunction.
Requiresfddutl.
hheaderfile.
Thesyntaxis:booleanafdget(/*_text*msg_buf,size_tbuf_size_*/);fddmsgConverttoafderrororafdshow.
Westronglyrecommendusingthesefunctionsexplicitlysothatyougettheintendeddisplaybehavior(becausethenewmessagesystemdisplayisbasedonthefunctioncalled,notonmessageproperties).
Requiresfddutl.
hheaderfile.
Thesyntaxis:booleanafderror(/*_void_*/);AdditionalInformation:OracleApplicationObjectLibraryTechnicalReferenceManual,Release10;OracleApplicationsDeveloper'sGuide,Release10.
7or11Performifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleApplicationObjectLibraryTechnicalReferenceManual,Release10,OracleApplicationsDeveloper'sGuide,Release11Usersmustlogoff:NoFunctionActionfdpgovConverttoafpoget.
Thisfunctiongetsthecurrentvalueofaprofileoption.
ItreturnsTRUEifsuccessful,FALSEifitcannotfindtheprofileoptionvalue.
ItalsoreturnsFALSEwhenitretrievesaprofilethatexistsbuthasnovalue.
Youmustincludethefilefdpopt.
hinyourCcodefile(#include)tousethisCfunction.
Thesyntaxis:booleanafpoget(/*_text*option_name,text*option_value_*/);whereisthenameoftheprofileoption,andistheprofileoptionvaluereturnedbythefunction.
FinancialsProductFamilyCategory1—BeforeYouReceivetheSoftware2-15OracleAlertTasksStep1:RunthePurgeAlertandActionSetChecksalert(recommended)ThisperiodicalertfindsoldAlertdatainyourOracleAlerttablesandpurgesit.
Forbestupgradeperformance,considerkeepingtheALR_ACTION_HISTORYtablesmall(20,000rowsorless).
TorunthePurgealert,astheAlertManager:1.
NavigatetotheAlertswindow(Alerts>Define)andchooseQuery>Enter.
2.
TypePurge%intheNamefieldandchooseQuery>Run.
3.
ClickEnabledandsavethescreen.
4.
ChooseRequest>CheckandrunthePurgealert.
FinancialsProductFamilyThefollowingCategory1tasksarerequiredorrecommendedtoupgradetheproductsintheFinancialsproductfamily.
fdppovConverttoafpoput.
Changesthevalueofaprofileoptionwithinthescopeofthecurrentprocess.
ItreturnsTRUEifsuccessful.
ItreturnsFALSEifittriestochangethevalueofaprofileoptionforwhichtheWRITEflagissettoNo,orifittriestocreateaprofileoptionforwhichtheENABLE_CREATEflagisnotset.
Youmustincludethefilefdpopt.
hinyourCcodefile(#include)tousethisCfunction.
Thesyntaxis:booleanafpoput(/*_text*option_name,text*option_value_*/);whereisthenameoftheprofileoption,andisthevalueyouwishtochangetheprofileoptiontoforthecurrentsession.
Allvaluesarestoredastextandmaybemorethan240characters.
AdditionalInformation:UserProfiles,OracleApplicationObjectLibraryTechnicalReferenceManual,Release10;UserProfiles,OracleApplicationsDeveloper'sGuide,Release10.
7or11ChecklistPerformedby1.
RunthePurgeAlertandActionSetChecksalert(recommended)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoFunctionActionFinancialsProductFamily2-16UpgradingOracleApplicationsOracleCashManagementTasksStep1:BackupcustomizedReconciliationOpenInterfaceobjects(conditionallyrequired)ThisstepisrequiredonlyifyouhaveimplementedtheReconciliationOpenInterface,whichyouwouldhavecustomizedtoworkinyourenvironment.
Theobjectsare:CE_999_INTERFACE_V(view)andCE_999_PKG(package).
OraclePayablesTasksStep1:Completeoutstandingpaymentbatches(required)Incharacter-mode,navigatetotheCancelPaymentBatchform(\NavigateControlsPaymentResetPaymentBatch)toseeifthereareanyoutstandingpaymentbatchesandtoconfirmorcancelapaymentbatch.
ChecklistPerformedby1.
BackupcustomizedReconciliationOpenInterfaceobjects(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:ReconciliationOpenInterface(OracleCashManagementUser'sGuide)Usersmustlogoff:NoWARNING:AutoUpgraderecreatestheseobjectsandoverwritesanycustomizationsthatyouhavemade.
Ifyoucustomizedanyoftheseobjects,besuretosaveyourcustomizedcopiesorwriteascripttorecreatethem.
Youwillreinstallthemaftertheupgrade.
ChecklistPerformedby1.
Completeoutstandingpaymentbatches(required)ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:CancelPaymentBatchandConfirmPaymentBatch(PayablesReferenceManual,Release10.
7);(PayablesUser'sGuide,Release10.
7or11)Usersmustlogoff:NoFinancialsProductFamilyCategory1—BeforeYouReceivetheSoftware2-17InGUI,asthePayablesManager,choosePayments>Entry>PaymentBatches.
Queryforin-processpaymentbatches.
CompleteorcancelbatchesbychoosingtheActionsbuttonandusingtheActionswindow.
OracleProjectsTasksStep1:Applyprerequisitepatch(required)IfyouareupgradingfromRelease10.
7,applypatch1242989(requiresOracleProjectsPatchset16.
1.
PA.
E)tofixerroneousrevenueamountsgeneratedbyexpenditureand/orsummarizationitems.
Afteryouapplythispatch,youmayhaveinvalidobjects.
Toseealist,typethefollowingatthesystemprompt:selectobject_name,object_typefromall_objectswherestatus='INVALID';RunCompileAPPSschema(s)fromtheadadmin.
Whentheprocessiscomplete,checkforinvalidobjectsagain.
IfyouseePA_BUDGET_UPGRADE_PKG,youcansafelyignoreit.
However,allotherinvalidobjectsshouldbeinvestigated.
ChecklistPerformedby1.
Applyprerequisitepatch(required)ApplicationSpecialist(Projects)2.
Completetransferandtiebackofcost,revenue,andinvoices(required)ApplicationSpecialist(Projects)3.
CleartheTransactionInterfacetable(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)4.
Transferassetlinesandpostmassadditions(conditionallyrequired)ApplicationSpecialist(Projects)5.
Upgradetothenewsummarizationmodel(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesNote:TrycompilingAPPSschema(s)again.
Sometimesthepackagesarenested,andcompilingthemagainfixestheproblem.
FinancialsProductFamily2-18UpgradingOracleApplicationsIfyouareupgradingfromRelease11.
0,applypatch884333(requiresOracleApplications11.
0.
2patch).
DownloadpatchesfromOracleMetaLink.
Step2:Completetransferandtiebackofcost,revenue,andinvoices(required)Ifyouareupgradingfrom10.
7character-mode,donotperformthisstep.
Completethetransferandtiebackprocessesforallcostandrevenuetransactionsandinvoicesaspartofyournormalprocessingcycletoprocessmostofthedata.
Thetransferandtiebackprocessesare:Torunaprocess,chooseOther>Requests>Run.
IntheSubmitRequestwindow,enterthenameoftheprocessandsubmityourrequest.
Youmustruneachprocessagainjustbeforeyoubegintheupgradetoensurethatalldataintheinterfacetablesisprocessedbeforetheupgradebegins.
Step3:CleartheTransactionInterfacetable(conditionallyrequired)Performonlyifyouhaveanypendingtransactionsinthetransactioninterfacetable(PA_TRANSACTION_INTERFACE_ALL).
YoumustimportallpendingtransactionsfromthetransactioninterfacetableintoOracleProjects.
Todothis,chooseRequests>Run.
IntheSubmitRequestwindow,enterPRC:TransactionImportandsubmittherequest.
TheTransactionImportprocesspromptsyouforaTransactionSource.
Tobecertainthatthetableiscleared,runtheTransactionImportprocessforeachTransactionPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesPRC:TiebackExpenseReportsfromPayablesPRC:TiebackInvoicesfromReceivablesPRC:TiebackLaborCostsfromGeneralLedgerPRC:TiebackRevenuesfromGeneralLedgerPRC:TiebackTotalBurdenedCostfromGLPRC:TiebackUsageCostsfromGLPerformifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesFinancialsProductFamilyCategory1—BeforeYouReceivetheSoftware2-19Source.
Iftheprocessrejectsanyrecords,youmustfixthemandruntheTransactionImportprocessagain,ordeletetherecordsfromthetable.
Runthisprocessagainjustbeforeyoubegintheupgradetoensurethatalldataintheinterfacetablesisprocessedbeforetheupgradebegins.
Step4:Transferassetlinesandpostmassadditions(conditionallyrequired)PerformonlyifyouusethecapitalprojectsfeatureinOracleProjects.
CompletethetransferofassetlinestoOracleAssetsaspartofyournormalprocessingcycletoprocessmostthedata.
sTotransferassetlines,chooseRequests>Run.
IntheSubmitRequestwindow,enterPRC:InterfaceAssetsandsubmittherequest.
sTocreateassetsinOracleAssetsfromtheassetslinesyoutransferred,runthePostMassAdditionsprograminOracleAssets.
FromtheFixedAssetsManagerresponsibility,chooseMassAdditions>PostMassAdditions.
Runtheseprocessesagainjustbeforeyoubegintheupgradetoensuresthatalldataintheinterfacetablesisprocessedbeforetheupgradebegins.
Step5:Upgradetothenewsummarizationmodel(conditionallyrequired)PerformthissteponlyifyouareusingtheaccumulationmodelusedbeforeRelease10.
7.
Release11idoesnotsupportthismodel.
Toupgradetothenewsummarizationmodel,chooseRequests>Run.
IntheSubmitRequestwindow,enterPRC:UpdateProjectSummaryAmountsandsubmittherequest.
Runthisprocessforallprojects.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesFinancialsProductFamily2-20UpgradingOracleApplicationsOracleReceivablesTasksStep1:Renamecustomizedtaxstructure(conditionallyrequired)CompletethissteponlyifyouhavecreatedacustomizedSalesTaxLocationFlexfieldstructure.
AutoUpgradecreatesthefollowingdefaultSalesTaxLocationFlexfieldstructures:Province,Province.
City,City,State.
City,State.
County.
City,NoValidation-Country.
Ifyouusedanyofthesenamesforyourcustomizedflexfieldstructure,renamethecustomizedstructuresothatupgradingdoesnotoverwriteit.
Step2:Createtaxvendorextensionviewscripts(conditionallyrequired)PerformifyouimplementedtheTaxVendorExtensionandcustomizedtheTaxVendorExtensionviews.
ChecklistPerformedby1.
Renamecustomizedtaxstructure(conditionallyrequired)SystemAdministrator2.
Createtaxvendorextensionviewscripts(conditionallyrequired)DatabaseAdministrator3.
Verifyrealizedgains,realizedlosses,androundingaccounts(conditionallyrequired)ApplicationSpecialist(Receivables)4.
Migratecustomersaspersons(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoNote:YoucanomitthisstepinsubsequentupgradesifyounameyourcustomizedSalesTaxLocationFlexfieldstructuresomethingotherthanoneofthesixdefaultstructures.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleReceivablesTaxManualUsersmustlogoff:NoFinancialsProductFamilyCategory1—BeforeYouReceivetheSoftware2-21AutoUpgraderecreatestheseviewsandoverwritescustomizationsthatyouhavemade.
Ifyouhavecustomizedanyoftheviews,saveyourcustomizedcopiesorwriteascripttorecreateeachone.
Youwillreinstalltheseviewsaftertheupgrade.
YoucancompletethisstepbeforeyourunAutoUpgrade.
However,ifyousubsequentlycustomizeanyoftheseviews,besuretorecreateyourviewscript(s).
ThefollowingviewsarenotavailableinOracleReceivablesRelease11or11i:Step3:Verifyrealizedgains,realizedlosses,androundingaccounts(conditionallyrequired)ForeachorganizationthatyouhavesetupanddefinedaRealizedGains,RealizedLosses,orCrossCurrencyRoundingaccount,verifythateachaccountisenabledandcurrentlyvalidasofthedateonwhichyouperformtheupgrade.
Attention:Taxware(previouslyknownasAVP)andVertexsoftwareisincludedinOracleReceivablesRelease11and11i.
IfyoupreviouslyintegratedOracleReceivablesRelease10withTaxwareorVertexusingsoftwaresuppliedbytheOracleDesignandMigrationServices(DMS),youmustconsideradditionalupgradeissues.
Forexample,ifyoucustomizedviews,youmustreapplythechangesafterupgrading.
SeeImplementingOracleReceivableswithVertexQuantumRelease11iorImplementingOracleReceivableswithTaxwareSales/UseSystemRelease11i.
AdditionalInformation:ImplementingtheTaxVendorExtension,OracleReceivablesTaxManual,Release10.
7or11;OracleApplicationsProductUpdateNotesViewUsedbyTAX_LINES_INQUIRY_VSalesOrderswindowinOracleOrderManagement.
TAX_LINES_RECREATE_VSalesOrderswindowinOracleOrderManagement.
TAX_VENDOR_JURISDICTIONS_VSalesOrderswindowinOracleOrderManagement.
TAX_LINES_ENGINE_REVERSE_VRecurringInvoiceprogram(CopyTransactionswindow).
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideUsersmustlogoff:NoCountry-specificFinancialsProductFamily2-22UpgradingOracleApplicationsStep4:Migratecustomersaspersons(conditionallyrequired)CustomerrecordsmigratedtoOracleReceivablesarebroughtin,bydefault,asorganizations(companies).
Ifyouwanttomigrateaparticularcustomer(orsetofcustomers)aspersonsandnotasorganizations,settheCUSTOMER_CATEGORY_CODEintheRA_CUSTOMERStabletoCONSUMERforeachsuchcustomer.
Country-specificFinancialsProductFamilyThefollowingCategory1tasksarerequiredorrecommendedtoupgradetheproductsintheCountry-specificFinancialsproductfamily.
OracleFinancialsfortheAmericasTasksStep1:RecordthevalueoftheJL:InflationRatioPrecisionprofileoption(required)WithOracleGeneralLedgerforArgentinaandChile,youcandefinethenumberofdecimalpositionstomaketheinflationratecalculationmoreprecise.
BecausetheinternalnameoftheJL:InflationRatioPrecisionprofileoptionhaschanged,recordthevaluesothatyoucanuseitlatertodefinetheprofileoption.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleReceivablesUser'sGuideUsersmustlogoff:NoChecklistPerformforthiscountry.
.
.
1.
RecordthevalueoftheJL:InflationRatioPrecisionprofileoption(required)Argentina,Chile2.
Importoutstandingbankcollectiondocuments(required)Brazil3.
Restoreallarchivedtechnicalappraisalsandadjustments(recommended)ColumbiaPerformforthiscountry:Argentina,ChilePerformifupgradingfrom:11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:NoAdditionalInformation:DefineInflationRatioPrecision,OracleFinancialsCommonCountryFeaturesUser'sGuideCountry-specificFinancialsProductFamilyCategory1—BeforeYouReceivetheSoftware2-23Step2:Importoutstandingbankcollectiondocuments(required)ImportallbankcollectiondocumentsfromtheBankCollectionDocumentsinterfacetables.
FromtheBrazilianPayablesresponsibility,runtheImportBankCollectionDocumentsprogramfromtheStandardRequestSubmissionwindows(Other>Requests>Run).
UsetheImportedCollectionDocumentswindow(CollectionDocuments>Imported>CollectionDocs)toreviewandfixallrejectedbankcollectiondocuments.
Step3:Restoreallarchivedtechnicalappraisalsandadjustments(recommended)WithOracleAssetsforColombia,youcanrunatechnicalappraisalagainstmultipledepreciationbooks.
Forthisnewfunctionality,changesweremadetothedatabaseandthearchivingandpurgingprocesses.
ThisstepensuresthatthedatacreatedinRelease11isupgradedtomeetRelease11istandards.
Performforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Usersmustlogoff:NoReferencemanual:OracleFinancialsforBrazilUser'sGuideRequiresConcurrentManager:YesAdditionalInformation:EnteringandAssociatingCollectionDocuments,OracleFinancialsforBrazilUser'sGuidePerformforthiscountry:ColombiaPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialistUsersmustlogoff:NoReferencemanual:OracleFinancialsforColombiaUser'sGuideRequiresConcurrentManager:YesNote:Ifyouomitthisstep,thetechnicalappraisaldataarchivedinRelease11willnotbeupgradedtotheRelease11iformat.
Asaresult,youcannotrestorethearchiveddataaftertheupgrade.
Also,youcouldunknowinglyrevalueatechnicalappraisalagainstabookthattheappraisalwasalreadyrevaluedforinRelease11.
AdditionalInformation:Archiving,Purging,andRestoringTechnicalAppraisals,OracleFinancialsforColombiaUser'sGuideHRMSProductFamily2-24UpgradingOracleApplicationsHRMSProductFamilyThefollowingCategory1tasksarerequiredorrecommendedtoupgradetheproductsintheHRMSproductfamily.
OracleHumanResourcesTasksStep1:Updatecustomcodeafterremovingobsoletesynonyms(conditionallyrequired)ThefollowingsynonymsexistedinRelease10.
7forcompatibilityfollowingtherenamingoftablesbetweenRelease9and10.
7.
Theupgradedropsthesesynonyms.
IfyouhaveanycustomcodethatreferencestheRelease9tablenames,youmustreplacethenameswiththeRelease10.
7namesbeforeyouperformtheupgrade.
ChecklistPerformedby1.
Updatecustomcodeafterremovingobsoletesynonyms(conditionallyrequired)SystemAdministrator2.
UpdatecustomreportsafterdroppingHRVandOTVviews(conditionallyrequired)SystemAdministrator3.
ChecklocationofcustomizedscriptforSalaryProposalview(conditionallyrequired)DatabaseAdministrator4.
Updatecustomcodereferringtopositions(conditionallyrequired)SystemAdministrator5.
Updateuser-definedFastFormuladefinitions(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoRelease9Release10PER_LETTER_GENERATION_STATUSESPER_LETTER_GEN_STATUSESPER_ABSENCE_ATTENDANCE_REASONSPER_ABS_ATTENDANCE_REASONSPER_CONTACTSPER_CONTACT_RELATIONSHIPSPER_CLASSIFICATIONSPER_SPECIAL_INFO_TYPESHRMSProductFamilyCategory1—BeforeYouReceivetheSoftware2-25Step2:UpdatecustomreportsafterdroppingHRVandOTVviews(conditionallyrequired)TheupgradedropsallviewsthatbeginHRV_andOTV_.
Ifyouhaveanycustomreportsthatrefertotheseviews,amendthemtoreflectthenewHRMSIntelligenceviewsbeforeyouperformtheupgrade.
Step3:ChecklocationofcustomizedscriptforSalaryProposalview(conditionallyrequired)TheSalaryProposalsview(formerlynamedPER_SALARY_PROPOSALS_HRV)isrenamedtoHRU_SALARY_PROPOSALStomakeitsnameconsistentwithotherviewsthatcanbecustomized.
Ifyouhavecustomizedthisscript,youneedtoreapplyyourchanges.
Thepeupl01v.
sqlscriptcreatestheview.
Itisfoundin$PER_TOP/admin/sqlforUNIXand%PER_TOP%\admin\sqlforNT.
ChecktheabsolutelocationofyourcustomizedscriptbeforetheupgradesincePER_TOPpointstothenewcodetreeafterupgrade.
Step4:Updatecustomcodereferringtopositions(conditionallyrequired)BeforeRelease11i,positioninformationwasstoredinthePER_ALL_POSITIONStable.
Thereweretwoviews:PER_POSITIONSandPER_POSITIONS_V1.
InRelease11i,positioninformationhasbeendatetrackedandinformationstoredintheHR_ALL_POSITIONS_Ftable.
Newviews,HR_POSITIONS_Vandotherstandarddatetrackedviews,nowsupportdatetrackedpositions.
Ifyouhavecreatedcustomcodethatreferencestheoldpositiontablesorviews,youmustupdateittoreferencethenewdatetrackedones.
Performifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoPerformifupgradingfrom:Release10.
7Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoPerformifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoHRMSProductFamily2-26UpgradingOracleApplicationsStep5:Updateuser-definedFastFormuladefinitions(conditionallyrequired)Release11iprovidesadditionalsupportforalternativeuserformatsfordatesandnumbers.
ThismeansthatdatesanddecimalnumbersheldinVARCHARcolumnsareincanonicalformat.
DatesareheldinYYYY/MM/DDHH24:MI:SSformat,insteadofDD-MON-YYYYasinpreviousreleases.
Decimalnumbersareheldusingthedecimalplacecharacter(".
"),evenforcountrieswhereadifferentcharacterisstandard(forexample,Franceusesacomma).
WithOracleFastFormula,definedatabaseitemsorfunctionsforuseinanyformula.
Ifyouhavedefinedyourowndatabaseitemsinanearlierrelease,youmustchangetheitemdefinitionsandPL/SQLroutedefinitionstoreflectthesechanges.
Tochangedatabaseitemdefinitions:OnanyVARCHARcolumnsusedtostorenumbersordates,changeff_database_items.
definition_textasfollows:usefnd_number.
canonical_to_number(insteadofto_number)andfnd_date.
canonical_to-date(insteadofto_date).
Forexample,adatabaseitemwithdefinitiontext"to_number(EEV.
screen_entry_value)"shouldbechangedto"fnd_number.
canonical_to_number(EEV.
screen_entry_value)".
Tochangearoutedefinition:Youmustremoveto_date(andDD-MON-YYYY)fromanydatecontextinff_routes.
text.
Forexample,aroutewithtextcontaining"andto_date(\&B1,'DD-MON-YYYY')betweenEE.
effective_start_dateandEE.
effective_end_date"shouldbechangedtoread"and\&B1betweenEE.
effective_start_dateandEE.
effective_end_date".
OraclePayroll(U.
S.
)TasksStep1:UpdatecustomcodeforU.
S.
taxinformation(W4)changes(conditionallyrequired)Performifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistPerformedby1.
UpdatecustomcodeforU.
S.
taxinformation(W4)changes(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoManufacturingandDistributionProductFamilyCategory1—BeforeYouReceivetheSoftware2-27BeforeRelease11,taxinformationwasstoredinthedescriptiveflexfieldsinPER_ASSIGNMENT_EXTRA_INFO.
Therewerethreeviews:InRelease11i,theW4informationhasbeendatetracked.
Therearefournewtables:ThefollowingnewviewshavebeencreatedtosupportdatetrackedW4:Ifyouhavebuiltcustomcodethatreferencestheseoldtablesorviews,youmustupdateittoreferencethenewdatetrackedones.
ManufacturingandDistributionProductFamilyThefollowingCategory1tasksarerequiredorrecommendedtoupgradetheproductsintheManufacturingandDistributionproductfamily.
Becausetheyarecloselyrelated,thetasksforOracleInventory,OracleCostManagement,andOracleWorkinProcessarelistedunderasingleheading.
OracleInventory/CostManagement/WorkinProcessTasksPAY_EMP_FED_TAX_V1PAY_EMP_STATE_TAX_V1PAY_EMP_LOCAL_TAX_V1PAY_US_EMP_FED_TAX_RULES_FPAY_US_EMP_STATE_TAX_RULES_FPAY_US_EMP_COUNTY_TAX_RULES_FPAY_US_EMP_CITY_TAX_RULES_FPAY_US_EMP_FED_TAX_RULES_VPAY_US_EMP_STATE_TAX_RULES_VPAY_US_EMP_COUNTY_TAX_RULES_VPAY_US_EMP_CITY_TAX_RULES_VPAY_US_EMP_TIME_IN_STATE_VPAY_US_EMP_TIME_IN_COUNTY_VPAY_US_EMP_TIME_IN_CITY_VChecklistMenuResponsibility>function1.
Closediscretejobs-WIP(recommended)ManufacturingandDistributionManager>WIP2.
Purgediscreteandrepetitivedata-WIP(recommended)ManufacturingandDistributionManager>WIPManufacturingandDistributionProductFamily2-28UpgradingOracleApplicationsStep1:Closediscretejobs-WIP(recommended)Tomaketheupgradeprocessrunfaster,closealldiscretejobsthatyouarenolongertransactingandthatyouarepreparedtoclose.
AstheManufacturingandDistributionManager,choosetheWIPfunction.
ThennavigatetoDiscreteJobs>Closediscretejobs>Closediscretejobs.
Step2:Purgediscreteandrepetitivedata-WIP(recommended)Theupgraderunsfasterifyoupurgeallunneededdiscretejobsandrepetitiveschedules.
AstheManufacturingandDistributionManager,choosetheWIPfunction.
Topurgediscretedata,navigatetoDiscreteJobs>PurgeDiscretejobs>PurgeDiscretejobs.
Topurgerepetitivedata,navigatetoRepetitive>PurgeRepetitiveSchedules>PurgeRepetitiveSchedules.
OracleReleaseManagement/AutomotiveTasksPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(WIP)Referencemanual:OracleWorkinProcessUser'sGuide,Release10.
7andRelease11Usersmustlogoff:NoRequiresConcurrentManager:YesAdditionalInformation:DiscreteJobClose,OracleWorkinProcessReferenceManual,Release10.
7;OracleWorkinProcessUser'sGuide,Release11Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(WIP)Referencemanual:OracleWorkinProcessUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesAdditionalInformation:DiscreteJobPurgeandRepetitiveSchedulePurge,OracleWorkinProcessReferenceManual,Release10.
7;OracleWorkinProcessUser'sGuide,Release11ChecklistPerformedby1.
Verifyproductinstallations(recommended)DatabaseAdministrator/ProductSpecialist(VEA/RLM)ManufacturingandDistributionProductFamilyCategory1—BeforeYouReceivetheSoftware2-29Step1:Verifyproductinstallations(recommended)BeforeyouupgradeReleaseManagement/Automotive,youmusthavethefollowingproductsinstalled:OracleCommonModules(AK),GlobalAccountingEngine(AX),OracleAccountsReceivable(AR),OracleInventory(INV),OracleBillsofMaterial(BOM),andOracleMasterScheduling/SupplyChainPlanning(MRP).
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ProductSpecialist(VEA/RLM)Referencemanual:NoUsersmustlogoff:NoPublicSectorProductFamily2-30UpgradingOracleApplicationsPublicSectorProductFamilyThefollowingCategory1tasksarerequiredorrecommendedtoupgradetheproductsinthePublicSectorproductfamily.
OracleLaborDistributionTasksStep1:Ensurethattransactionsaresummarizedandtransferred(required)EnsurethatalltransactionsaresuccessfullysummarizedandtransferredbeforeupgradingOracleLaborDistribution.
Forinformationonhowtosummarizeandtransfertransactions,seeChapter12,SummarizeDistributionLinesandTransferProcedures,OracleLaborDistributionUser'sGuide.
ChecklistPerformedby1.
Ensurethattransactionsaresummarizedandtransferred(required)ApplicationSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistReferencemanual:OracleLaborDistributionUser'sGuideUsermustlogoffthisapplication:NoRequiresconcurrentmanager:YesCategory2—AfterYouReceivetheSoftware3-13Category2—AfterYouReceivetheSoftwareThischapterdescribestheupgradepreparationsteps(alsoknownaspre-upgradesteps)thatyoushouldrunafteryoureceiveyournewOracleApplicationssoftware.
WerefertothesestepsasCategory2—youmustunloadthenewfiles,butyoucancontinuetouseyourproductsattheexistingreleaselevelafteryourunthesesteps.
Inthischapter,youwillperformCategory2stepsforthefollowingproducts:Attention:Unlessotherwisenoted,Category2stepsthatuseaformshouldbeperformedfromyourexisting("old")APPL_TOP.
StepsthatrequirerunningaSQL*Plusscriptshouldbeperformedfromyour"new"APPL_TOP.
DatabaseUpgradeTasks3-3OracleGeneralLedgerTasks3-12SystemAdministrationTasks3-8OracleHumanResourcesTasks3-47GlobalAccountingEngineTasks3-15OracleInventory/CostManagement/WorkinProcessTasks3-50Oraclee-CommerceGatewayTasks3-48OracleOrderManagementTasks3-53OracleFinancialsforAsia/PacificTasks3-37OraclePayablesTasks3-19OracleFinancialsforEuropeTasks3-44OracleProjectsTasks3-23OracleFinancialsfortheAmericasTasks3-45OraclePurchasingTasks3-34OracleFlexBuilder/AccountGeneratorTasks3-10OracleReleaseManagement/AutomotiveTasks3-59RunningRapidInstall3-2UpgradingOracleApplicationsRunningRapidInstallRapidInstallgreatlysimplifiesyourupgradeprocessbyperformingmanyoftherequiredtasksforyou.
Itsetsupyourtechnologystackandcreatesallthenecessaryfilesystemsforyourmiddletiercomponents,and,ifyourdatabaseserverisonaplatformthatsupportsOracleApplicationsonamiddletier,itcreatesthenewfilesystemforyourdatabaseserveraswell.
Italsoperformsallassociatedtaskssuchasrelinkingexecutables,andgeneratingforms,reports,andmessagefiles.
SelecttheUpgradeExistingApplicationsinstanceoptionfromtheinitialRapidInstallscreen.
Then,stepthroughthescreensandpromptsthatfollowtocreateaconfigurationfileandthedirectoriesforyourupgradedinstallation.
InstallingOracleApplicationscontainsdetailedinstructionsonusingRapidInstallforanupgrade.
SettingEnvironmentVariablesAftertheRapidInstallprocessiscomplete,youneedtosetyourenvironmentvariables.
LoginasthedefaultApplicationsuserandfollowtheinstructionsinthissection.
WhenyourunRapidInstall,itcreatesyournewAPPL_TOPandsetscertainenvironmentvariablesintheadovars.
envfileinyour$APPL_TOP/admindirectory(forUNIX).
ForNTusers,RapidInstallsetsenvironmentvariablesintheregistryandintheadovars.
cmdfileinyour%APPL_TOP%\admindirectoryIfyouhavecustomizations,yourdatabaseadministratororsystemadministratormayneedtoedittheadovars.
env(forUNIX)ortheadovars.
cmd(forNT)fileforallservers(exceptthedatabaseserver)todefinetheJAVA_TOP,OA_JRE_TOP,CLASSPATH,OAH_TOP,andOAD_TOPvariablesandaddanycustomizedsettingstoApplicationsvariables,includingcustomapplicationbasepathvariables.
AdditionalInformation:OracleApplicationsConceptsNote:Settingsinadovars.
envorinadovars.
cmdaffectallApplicationsproductgroupsusingthisAPPL_TOP.
Ifyouwishtodefineanydatabase-specificcustomizations,youneedtoaddlogictoensureitonlyexecutesfortherelevantproductgroup.
UNIXuserscanalsoaddthelogictotheendofthemainenvironmentfile,afterthecalltoadovars.
env.
Howevertheymustre-applythislogicanytimethemainenvironmentfileisregenerated.
DatabaseUpgradeStepsCategory2—AfterYouReceivetheSoftware3-3RapidInstallcreatestheAPPSORA.
env(UNIX)orAPPSORA.
cmd(NT)file,whichsetsupboththeApplicationsandOracle8itechnologystackenvironment.
ThisfileislocatedinyourAPPL_TOP.
Toexporttheenvironmentvariablesthatarenecessary,runthisfilefromyournewAPPL_TOPasfollows:ForUNIXBourneshellusers:$.
APPSORA.
envForNTusers:C:\>APPSORA.
cmdDatabaseUpgradeStepsBecausetheyaffectallOracleapplications,youmustperformthestepsfortheDatabaseUpgradebeforeyouperformApplicationTechnologyorproduct-specificsteps.
DatabaseUpgradeTasksStep1:ValidateAPPSschema(s)(recommended)TovalidatetheintegrityofyourAPPSschema(s)andidentifyexistinginvalidobjectsinyourdatabaseyoucanrunascript,whichidentifiespotentialproblemsandcreatesabaselinelistofinvalidobjects.
Thescriptliststheobjectsinalogfilecalled.
lst,foundinthe/admin//outdirectoryofAdditionalInformation:OracleApplicationsConcepts;MaintainingOracleApplicationsChecklistPerformedby1.
ValidateAPPSschema(s)(recommended)DatabaseAdministrator2.
Setuptablespaces(conditionallyrequired)DatabaseAdministrator3.
DropcustomschemasthatmatchAPPS%(required)DatabaseAdministrator4.
Verifycustomindexprivileges(required)DatabaseAdministrator5.
Dropconflictingcustompublicsynonyms(required)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:MaintainingOracleApplicationsUsersmustlogoff:NoDatabaseUpgradeSteps3-4UpgradingOracleApplicationsyourAPPL_TOP.
ReviewthisfiletoseeifanycorrectiveactionisneededandtocomparethelistofobjectsyougetwhenyouverifyAPPSschema(s)aftertheupgrade.
IfyouareupgradingfromRelease10.
7:TorunthescriptfromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@advrf107.
sql\TorunthescriptfromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@advrf107.
sql\IfyouareupgradingfromRelease11.
0:RunthescriptbychoosingValidateAPPSSchema(s)fromtheMaintainDatabaseObjectsmenuinADAdministrationfromyouroldAPPL_TOP.
Step2:Setuptablespaces(conditionallyrequired)IfyouhaveupgradedyourdatabasetoOracle8iEnterpriseEditionRelease8.
1.
6.
1,youcansetupyourtablespacesforRelease11iofOracleApplications.
Youwillneedtoperformthefollowingstepstocompletetheprocess.
1.
ConverttablespacestolocalextentmanagementOracleApplicationsrecommendstheuseoflocalextentmanagementtoincreaseperformance.
Toconvertallnon-SYSTEMtablespacesfromDataDictionaryextentmanagementtolocalextentmanagement,runthefollowingscript:AdditionalInformation:ADAdministration,MaintainingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:YesNote:DonotconverttablespacesuntilyouhaveupgradedtoRelease8.
1.
6.
1ofOracle8iEnterpriseEdition.
DatabaseUpgradeStepsCategory2—AfterYouReceivetheSoftware3-5FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@adtbscnv.
pls\FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@adtbscnv.
pls\Thisscriptdisplaysmessagesdescribingproblemsitwouldnotfixandsuggestingmanualfixes.
Youshouldreviewtheoutputofthisscript(adtbscnv.
lst),fixtheindicatedproblems,andcontinuetore-runthescriptuntilitrunscleanly.
Youmustfixallissuesrelatedtotemporarytablespaces.
2.
CreatetablespacefornewproductsandresizeexistingproducttablespaceTherearenewproductsinthisreleasethatdidnotexistinpreviousreleases.
Wehaveprovidedascriptthatwillcreatetablespacesforthesenewproductsandresizethetablespaceforyourexistingproducts.
Tousethisscript,firstrunadgntbsp.
sqlfromthepatch/115/sqldirectoryofproductADagainstyourdatabaseusingSQL*PlusastheAPPSuser.
Thisprocessgathersinformationaboutyourcurrentproductsandtablespacesandthenusesittocreatethetablespacecreationscript(adcrtbsp.
sql)inthecurrentdirectory.
Yourunadcrtbsp.
sqltoresizeyourexistingtablespacesandcreatenewones.
Beforeyourunadcrtbsp.
sql,reviewandcustomizethelocationofthedatafileslistedinthisscripttosuityourinstallation.
Runadcrtbsp.
sqlfromtheOracle8iDatabaseserverastheSYSTEMuser.
Step3:DropcustomschemasthatmatchAPPS%(required)AutoUpgradeautomaticallycreatesaschemanamedAPPS,andmaycreateadditionalschemaswithnamesusingAPPSasaprefix.
IfyouhavecreatedcustomAdditionalInformation:ManagingTablespaces,Oracle8iAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesDatabaseUpgradeSteps3-6UpgradingOracleApplicationsschemasthatmatchAPPS%,youmustexportormigratetheseschemasanddropthemsothattherearenoconflictsduringtheupgrade.
UsethefollowingSQLstatementtofindanyschemaswhosenamematchesAPPS%:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afcuschm.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afcuschm.
sqlTheafcuschm.
sqlscriptcreatestwofiles:afdrpusr.
lstandafdrpusr.
sql.
Theafdrpusr.
lstfilelistscustomschemanames.
Ifanyarelisted,exportthembeforedroppingthem.
Useafdrpusr.
sqltodropconflictingschemas:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afdrpusr.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afdrpusr.
sqlDisabletheORACLEIDforeachconflictingschema.
AstheSystemAdministrator,navigatetotheRegisterOracleIDswindow(Security>ORACLE>Register)andAdditionalInformation:ExportandImport,Oracle8iUtilitiesAttention:DonotdropanyAPPSschemainstalledbyAutoUpgrade.
Note:Reviewafdrpusr.
lstcarefullytobesureonlyapplicablecustomschemasappear.
Alsobesurethatallusersthatwillbedroppedarebackeduppriortorunningthecommand.
DatabaseUpgradeStepsCategory2—AfterYouReceivetheSoftware3-7disabletheprivilegesforeachschema.
Then,ensurethatnodatagroupsusethisORACLEID.
NavigatetoDefineDataGroup(Security>ORACLE>DataGroup).
Ifyouimportyourschemasunderanewname,followtheinstructionsinthismanualforintegratingcustomschemas.
Step4:Verifycustomindexprivileges(required)IfaschemaownsacustomindexonanOracleApplicationstable,ensurethattheschemahasprivilegestodropthecustomindexes.
TheODFComparisonutilitymaytrytodropcustomindexeswhenitmaintainsOracleApplicationstables.
Usethefollowingcommandtoidentifyschemasthatmaycauseproblems:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afindxpr.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afindxpr.
sqlTheafindxpr.
sqlscriptcreatestwofiles:afpregdi.
lstandafpregdi.
sql.
Theafpregdi.
lstfileliststhecustomindexesthathaveadifferentownerandthetableowner.
Ifthefileisempty,nofurtheractionisrequired.
Useafpregdi.
sqltograntDROPANYINDEXprivilegesforanyTABLE_OWNERslisted:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afpregdi.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgAdditionalInformation:RegisterORACLEIDs,DefineDataGroup,OracleApplicationsSystemAdministrationReferenceManual,Release10orOracleApplicationsSystemAdministrator'sGuide,Release11AdditionalInformation:ImpactonCustomSchemas,OracleApplicationsConceptsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoApplicationsTechnologyProducts3-8UpgradingOracleApplicationsC:\>sqlplus/@afpregdi.
sqlStep5:Dropconflictingcustompublicsynonyms(required)YoumustensurethattherearenopublicsynonymswiththesamenameasanOracleApplicationsschema.
Also,thereshouldbenopublicsynonymsthatconflictwithdefaultusernamesfornewproducts(suchas,AK,AX,AZ.
CE,andsoon).
Ifnecessary,youcanrecreatetheseasprivatesynonymsinacustomschemaaftertheupgrade.
Tocheckforcustompublicsynonymsthatconflict,runthisscript:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afpubsyn.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afpubsyn.
sqlTheafpubsyn.
sqlscriptcreatestwofiles:afpubsyn.
lstandafpredps.
sql.
Reviewafpubsyn.
lst.
Ifthefileisempty,nofurtheractionisrequired.
Ifthereareconflictingsynonyms,runtheafpredps.
sqlscript:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afpredps.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afpredps.
sqlApplicationsTechnologyProductsBecausetheyaffectallOracleapplications,beginwiththeupgradestepsforSystemAdministrationandApplicationObjectLibrary.
SystemAdministrationTasksPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistPerformedby1.
Deleteunsuccessfullogindata(recommended)TechnicalSpecialistApplicationsTechnologyProductsCategory2—AfterYouReceivetheSoftware3-9Step1:Deleteunsuccessfullogindata(recommended)FND_UNSUCCESSFUL_LOGINSrecordsunsuccessfulloginattemptstoOracleApplications.
Ifyounolongerneedthisinformation,youcandeletealltherowsfromthistabletoimproveperformance.
FromthenewAPPL_TOP,runthisscript:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afdtrn01.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afdtrn01.
sqlStep2:Restrictaccesstoadministrationdirectory–allserversexceptdatabase(recommended)SomeAutoUpgradeoutput,suchaslogandrestartfiles,containspasswordstoORACLEaccountsrelatedtoOracleApplications,includingtheSYSTEMaccount.
Werecommendthatyourestrictaccesstotheadmindirectorythatcontainsthesefiles.
Ingeneral,usersdonothavedirectaccesstoanyservermachinesusedbyOracleApplications,soyouneedtoprotecttheadmindirectoriesonlyincaseswhereusersrequireaccesstotheserversforotherreasons.
RunthisstepfromthenewAPPL_TOP.
RepeatonallserverswhereyouintendtorunAutoUpgradeorAutoPatch.
FromtheUNIXprompt:$cd$APPL_TOP2.
Restrictaccesstoadministrationdirectory–allserversexceptdatabase(recommended)SystemAdministrator3.
Purgeoldconcurrentrequests(recommended)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:NoChecklistPerformedbyApplicationsTechnologyProducts3-10UpgradingOracleApplications$chmod700adminFromtheNTprompt:C:\>cd%APPL_TOP%C:\>attrib+RadminStep3:Purgeoldconcurrentrequests(recommended)YoumaywanttorunthePurgeConcurrentRequestsand/orManagersreport,whichpurgesconcurrentrequests.
RunthereportfromtheoldAPPL_TOPineitherAGEorCOUNTmodetopurgeconcurrentrequestsbasedonthenumberofdaysoldorthenumberofoldrequeststoberetained.
ChooseRequests>RuntoaccesstheSubmitRequestwindow.
OracleFlexBuilder/AccountGeneratorTasksStep1:IndicateuseofFlexBuilderprocessforAccountGenerator(conditionallyrequired)Suggestion:Retainlogandrestartfilesonlineuntilyouhaveimplementedyourproductsandtestedthemthoroughly.
OracleSupportServicesmayneedaccesstothesefilesifyouencounterproblemsimplementingorusingyoursystem.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesAdditionalInformation:PurgeConcurrentRequestand/orManagerDataProgram,OracleApplicationsSystemAdministrator'sGuide,Release10.
7or11ChecklistPerformedby1.
IndicateuseofFlexBuilderprocessforAccountGenerator(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleWorkflowGuide,OracleApplicationsFlexfieldsGuideUsersshouldlogoff:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-11YoumustperformthisstepifyouwanttousetheGenerateAccountUsingFlexBuilderRulesprocessforaparticularWorkflowAccountGeneratoritemtype.
ThisprocessreplicatesyourFlexBuildercustomizationsfromRelease10.
7.
AutoUpgradescriptsupdateyourFlexBuilderrules.
TheGenerateAccountUsingFlexBuilderRulesprocesscontainsthelogicfromyourcustomFlexBuilderrules.
Itcontainsafunctionthatretrievesthenecessaryitemattributevalues(correspondingtorawparametersinFlexBuilder)andcallsPL/SQLfunctionstocreatethecodecombination.
Runthisscripttoseeifthereareanyinconsistenciesthatwillcausetheupgradetofail:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@afffcfb.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afffcfb.
sqlReviewtheoutputfile(afffcfb.
out)toseeifthereareanyinconsistenciesinyourdata.
Followtheinstructionsinthefiletofixthedata.
Inthisfile,thefollowingcodeshavethesemeanings:FinancialsProductFamilyThefollowingCategory2tasksarerequiredorrecommendedtoupgradetheproductsintheFinancialsproductfamily.
BF:FlexBuilderOFF:KeyFlexfieldForm-F:FNDFBRFPform(FlexBuilderfunctions)Form-P:FNDFBMPAform(FlexBuilderparameters)Form-A:FNDFBMASform(FlexBuilderassignments)Form-K:FNDFFMISform(FlexBuildersegments)Warning:Ifyoucontinuewiththeupgradewithoutinvestigatingandsolvingdatainconsistencies,yourupgrademayfail.
FinancialsProductFamily3-12UpgradingOracleApplicationsOracleGeneralLedgerTasksStep1:Reviewdailyrates(conditionallyrequired)InRelease11,OracleGeneralLedgerstartedtouseanewdatamodelfordailyrates.
Previously,aseparatesetofdailyrateswasmaintainedforeachsetofbooks.
Now,asinglesetofdailyratesismaintainedforeachapplicationsinstance.
Therefore,ifyouhavesetupmultiplesetsofbooksinasingleRelease11iApplicationsinstallation,youmustusethesamesetofdailyratesforallthosesetsofbooks.
WhatActuallyHappensDuringanupgradefromRelease10.
7WhenyouupgradetoRelease11ifrom10.
7,AutoUpgraderunsascriptthatanalyzesthedailyratesmaintainedineachsetofbookswithinyourApplicationsinstallation.
Foreachdateforwhichdailyratesaremaintained,thescriptlooksforrateconflicts—instanceswheretheFromCurrency,ToCurrency,andConversionRateTypearethesameinmorethanonesetofbooks,butwherethedailyratediffers.
Ifnoconflictsarefound,allthedailyratesforthatcombinationofFromCurrency,ToCurrency,andConversionRateTypefromallofthesetsofbooksaretransferredintothenewdailyratesetfortheApplicationsinstallation.
IfanyconflictsareChecklistPerformedby1.
Reviewdailyrates(conditionallyrequired)ApplicationSpecialist(GL)/DatabaseAdministrator2.
Revisecustomprogramsthatautomaticallyloaddailyrates(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)/DatabaseAdministratorReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideUsersmustlogoff:NoAttention:PerformthisstepifyoumaintaindailyratesformorethanonesetofbookswiththesamefunctionalcurrencyinthesameRelease10.
7Applicationsinstallation.
Note:Adailyratesetincludesallthedailyratesyou'vedefinedforspecificcombinationsofforeigncurrency,ratetype,anddate.
FinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-13found,noratesaretransferred.
ThisprocessisrepeatedforeachcombinationofFromCurrency,ToCurrency,andConversionRateTypeforwhichyoumaintaindailyratesinyoursetsofbooks.
Aftertheupgrade,youwillrunaSQL*Plusscripttomigrateyourdailyratestothenewtable.
Thescriptrequiresyoutospecifyoneoftwooptionsforhandlingtheconflict.
YourchoicedependsonyourevaluationoftheinformationintheDailyRatesConflictreport.
Option1:ChoosedailyratesforonesetofbookstouseforallsetsofbooksForexample,assumeyouhavetwosetsofbooksinoneRelease10.
7Applicationsinstallation.
EachmaintainsdailyratesforconvertingGermanmarkstoU.
S.
dollars(DMtoUSD),ratetypeCorporate.
AlsoassumethatratesforthefirstfivedaysofDecember1999are:IfyoudecidetousethedailyratesfromSOB1becausetheyhavegreaterprecisionthanthoseinSOB2,bothsetsofbooksinyourRelease11iinstallationwillusetheSOB1ratesforconvertingGermanmarkstoU.
S.
dollars.
TheSOB2rateswillnotberetained.
Attention:AnydescriptiveflexfieldsyouhavedefinedforyourdailyrateswillnotbetransferredduringtheupgradefromRelease10.
7to11i,evenifnodailyratesconflictsarefound.
Toretainyourdescriptiveflexfields,youmustcompletetheCategory5step,MigrateConflictingDailyRatestoNeworExistingRateTypes,afteryouupgrade.
Caution:Areviewofyourdailyratesbeforetheupgradewillprovideimportantinformationyoucanusetoresolvedailyratesconflictsaftertheupgrade.
DayRateforSOB1RateforSOB201-DEC-1999.
5757.
57602-DEC-1999.
5759.
57603-DEC-1999.
5761.
57604-DEC-1999.
5763.
57605-DEC-1999.
5765.
577FinancialsProductFamily3-14UpgradingOracleApplicationsOption2:SelectivelyretaindailyratesforasetofbooksbymigratingtheratestoanewratetypeUsingthesameassumptionsasthepreviousexample,ifyoudecideyouwanttokeepthedailyratesfrombothsetsofbooks,youcanmigrateoneofthesetsofratestoanewratetype.
Toreviewyourdailyratesbeforeyouupgrade:1.
RuntheDailyRatesConflictreportfromyournewAPPL_TOP:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@glurtrpp.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@glurtrpp.
sql2.
Reviewthereporttoseeifanydailyratesconflict.
3.
Reviewanyconflictingratesonlineineachsetofbookstoidentifythenatureoftheconflict.
Alternatively,runtheDailyRatesListingforeachsetofbooksandcomparethereportsmanually.
Forexample,youcaninstructthepost-upgradescripttomigrateallthedailyratesmaintainedinSOB2toanewratetype,Corp2.
Then,youcaninstructthescripttomigratealldailyratesmaintainedinSOB1totheratetypeCorporate.
Step2:Revisecustomprogramsthatautomaticallyloaddailyrates(conditionallyrequired)Note:ThescriptsyouruntomigratedailyratesaftertheupgradearedifferentfromthescriptyouranpreviouslytoproducetheDailyRatesConflictreport.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideUsersmustlogoff:NoFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-15Thisreleasecontainsanopeninterfacetable(GL_DAILY_RATES_INTERFACE)forautomaticallyloadingdailyrates.
IfyoucurrentlyuseacustomprocesstoautomaticallypopulatetheGL_DAILY_CONVERSION_RATEStable,youmustmodifytheprocesstousethenewinterfacetableinRelease11i.
Aftertheupgrade,testyourcustomizedloadingprocesstoensurethedailyconversionratesarebeingloadedcorrectly.
GlobalAccountingEngineTasksStep1:Verifyaccountingdatamodelchange(required)Attention:PerformthissteponlyifyoucurrentlyuseacustomprocesstoloaddailyratesintoOracleGeneralLedgerorOraclePublicSectorGeneralLedgerRelease10.
7.
Warning:LoadingdailyratesdirectlyintotheGL_DAILY_RATEStablecancorruptyourGeneralLedgerdata.
ThisactionisnotsupportedbyOracleCorporation.
AdditionalInformation:EnteringDailyRates,OracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuideChecklistPerformedby1.
Verifyaccountingdatamodelchange(required)DatabaseAdministrator2.
Ensurethatalltransactionsaretranslated(required)ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)3.
Confirmupdateofthebalancecalculationdatamodel(required)DatabaseAdministrator4.
Calculateandverifybalancesforallexistingaccountinglines(conditionallyrequired)ApplicationSpecialist/DatabaseAdministrator5.
Closeallaccountingperiods(required)ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)Performifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:NoFinancialsProductFamily3-16UpgradingOracleApplicationsInpriorreleases,atransactioninyourprimarysetofbookscouldcontainmultipleaccountingsequenceIDs.
However,transactionsinyourMRCreportingsetsofbookscouldcontainonlyasingleaccountingsequenceID.
AnaccountingdatamodelchangefortheGlobalAccountingEnginewasintroducedinRelease11.
0withpatch1257205(includedinthepatchset11.
0.
AX.
F,orlater).
Withthenewdatamodel,youcanassigncategoriestothesameeventtypesforbothyourprimaryandMRCreportingsetsofbooks.
Consequently,atransactioninyourMRCreportingsetsofbookscannowcontainmultipleaccountingsequenceIDs.
VerifystatusofdatamodelpatchToverifythatthenewaccountingdatamodelpatchwasappliedinRelease11.
0,performthisstepfromthecommandline:$sqlplus/SQL>descAX_SLE_LINES;Iftheapplication_idandset_of_books_idcolumnsexistandarereportedasNOTNULLcolumns,youhaveupgradedtothenew11.
0accountingdatamodel.
Youmustnowcompletetheextractandcopyofthefilesdetailedbelow.
Ifthesecolumnsdonotexist,donotcompletetheextractandcopyprocedure—instead,omitthatsectionofthisstepandproceedwiththenextstepintheupgradeprocess.
ExtractandcopyfilesCompletethissteponlyifyouhavealreadyappliedpatch1257205(orpatchset11.
0.
A.
X.
F,orlater)toupgradetothenewaccountingmodel.
Ifyouhavenotupgradedtothenewaccountingdatamodel,donotcompletethisstep.
Extractandcopythefilesinpatch1326885tothefollowingRelease11ilocations:cp1326885/ax/admin/odf/axtab.
odf$AX_TOP/admin/odf/axtab.
odfcp1326885/ax/admin/sql/axxinpkx.
sql$AX_TOP/admin/sql/axxinpkx.
sqlcp1326885/ax/admin/sql/axxincfk.
sql$AX_TOP/admin/sql/axxincfk.
sqlStep2:Ensurethatalltransactionsaretranslated(required)SubmitalleventsperapplicationandsetofbookstothePostingManagerfortranslation.
TheconcurrentlogfileinthePostingManagerprovidesanoverviewofPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)Referencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuideUsersmustlogoff:YesRequiresConcurrentManager:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-17untranslatableevents.
CheckthisfiletoensurethattherearenountranslatableeventsoreventswiththestatusofError.
TolistalleventsnottranslatedbythePostingManager,runaxxpre01.
sqlfromyournewAPPL_TOP.
Untranslatedeventsareorderedbyapplicationandsetofbooks.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@axxpre01.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@axxpre01.
sqlReviewtheaxxpre01.
lstoutputfileforuntranslatedeventsandverifythateventsincludedinthislistdonotneedtobetranslated.
Step3:Confirmupdateofthebalancecalculationdatamodel(required)CheckthatthebalancecalculationpatchwasappliedtoRelease10.
7.
FromyournewAPPL_TOP,runthefollowing:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@axxpre02.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@axxpre02.
sqlNote:InRelease11i,AXtranslationrulesnowhandlenewdatamodelsinthesubledgerapplications.
Someeventtypesareobsoleteorhavesignificantlychanged.
Toensurethatexistingtransactionsareaccountedforusingtheexistingtranslationrules,youmusttranslatealltransactionsbeforeyouupgrade.
Performifupgradingfrom:10.
7Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesFinancialsProductFamily3-18UpgradingOracleApplicationsIfthescriptreportsthatthebalancecalculationwasupgraded,thisstepiscomplete.
Ifthisscriptreportsthatthebalancecalculationwasnotupgraded,thebalancecalculationwasnotpatchedinRelease10.
7.
GotoStep4.
NotethatinRelease10.
7,balancescanonlyrunforoneyearatatime.
Allbalancesfortheyeararerecalculatedeachtimethatyourunabalancereport.
Ifnewtransactionswerecreatedforaprioryear,youmustrunabalancecalculationforthatyearandagainforeachsubsequentyear.
Releases11and11iuseanewdatamodelforabalancecalculationthatincludesamulti-yearbalancecalculation.
Onlytransactionsthatwerenotusedinthepreviousbalancecalculationareusedtoupdatethebalances.
Youdonotneedtorecalculatethebalance.
Step4:Calculateandverifybalancesforallexistingaccountinglines(conditionallyrequired)Performthissteponlyifyoudeterminedthatthenewbalancecalculationpatchwasnotapplied.
ThenewbalancecalculationdependsonanewcolumnintheAX_SLE_LINEStabletodetermineifbalancesmustbecalculated.
Toensurethatbalancesarenotcalculatedtwicefortheaccountinglines,allaccountinglinesaremarkedasbalancedaspartofthepost-upgradestep.
Youmustcalculatethebalancesforallaccountinglinesbeforeyouupgradebysubmittingbalancereportsforthelatestperiodforeachapplicationandsetofbooks.
Donotcreatenewaccountinglinesbeforeyoucompletethepost-upgradestepsoryourbalanceswillbeincorrect.
Thebalancereportsare:Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist/DatabaseAdministratorReferencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesNameDescriptionSupplierBalancebyAccountAccountingFlexfieldreportrunfromtheAXPayablesSupervisorresponsibilityCustomerBalancebyAccountAccountingFlexfieldreportrunfromtheAXReceivablesSupervisorresponsibilityOrganizationBalancebyAccountAccountingFlexfieldreportrunfromtheAXInventorySupervisorresponsibilityFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-19Step5:Closeallaccountingperiods(required)CloseallpriorperiodsinOraclePayables,Receivables,andInventoryonlyforthosesetsofbooksthatusetheGlobalAccountingEngine.
Likewise,onlyforsetsofbooksusingtheGlobalAccountingEngine,closeallcurrentandfutureperiodstopreventtransactionsduringtheupgrade.
PerformthisstepfromyouroldAPPL_TOP.
OraclePayablesTasksStep1:Createaccountingentries(informationonly)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(PayablesandReceivables)Referencemanual:OraclePayablesUser'sGuide,OracleReceivablesUser'sGuide,OracleInventoryUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesAdditionalInformation:ClosinganAccountingPeriod,OraclePayablesUser'sGuide,Release10.
7or11;OpeningandClosingAccountingPeriods,OracleReceivablesUser'sGuide,Release10.
7or11;MaintainingAccountingPeriods,OracleInventoryUser'sGuide,Release10.
7or11AdditionalInformation:Closeallaccountingperiods-StandardandAverageCosting(recommended),OracleInventory/CostManagement/WorkinProcessTasks,Category3,Step6.
ChecklistPerformedby1.
Createaccountingentries(informationonly)TechnicalSpecialist/ApplicationSpecialist(Payables)2.
Upgradesupplierandsuppliersitebankdataformultiplesupplierbanks(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)3.
Choosepaymentmethodforfuture-datedpayments(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)4.
Evaluateuseofrecoverabletax(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoff:NoFinancialsProductFamily3-20UpgradingOracleApplicationsTheactionformerlyrequiredinthisstep(applyingpatch973972)isnowincludedinyourupgradeto11.
5.
2.
Thereisnoneedtoapplythispatchmanually.
Step2:Upgradesupplierandsuppliersitebankdataformultiplesupplierbanks(conditionallyrequired)Completethissteponlyifyouhaveexistingsupplierandsuppliersiteremit-tobankinformation.
BeforeRelease11,youcouldenterinformationforasinglebankforeachsupplierorsuppliersiteandweenabledtheMultipleSupplierBanksfeatureforallsuppliers.
YoucannowentertheBanksandBankAccountswindowsinformationforanunlimitednumberofbanksforeachsupplierorsuppliersite.
Inanupgradefrom10.
7,Payablescanautomaticallybuildsupplierbankinformationforyou.
Usetheapmsbrep.
sqlreporttoreviewyourexistingsupplierandsuppliersitebankinformationthatwillbetransferredfromthesuppliertablestothebankstables.
Youcanthenupdateanysupplierbankinformationthatcannotbetransferredunlessyouentervaluesforthefollowingrequiredcolumns:bank,branch,andaccountnumber.
PerformthesestepsfromyouroldAPPL_TOP.
Ifyouareusingcharacter-mode,usetheBankAccountsregionoftheEnterVendorform(\NavigateVendorsEntry).
IfyouareusingGUI,chooseSuppliers>EntryandusetheBankregionoftheSupplierswindow.
Then,chooseSuppliers>EntryandclicktheSitesbutton.
UsetheBankAccountsregionoftheSupplierSiteswindowtomaketheupdates.
YoumustcompletetheupdatesbeforetheupgradeifyouwanttoaccessyoursupplierbankdatainRelease11i.
Aftertheupgrade,youcannolongeraccessbankinformationfromtheGUISupplierswindow.
Toruntheapmsbrep.
sqlscript,fromthenewAPPL_TOPinthedatabaseuseryouwanttoupgrade,runthefollowing:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@apmsbrep.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apmsbrep.
sqlPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoffthisapplication:NoFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-21Thereportoutput,apmsbrep.
lst,showswhattheupgradeisgoingtodo,includingthesupplierbankinformationtobetransferred,thebankrecordstobecreated,andtherecordsthatwillnotbetransferredbecausetheyaremissingrequiredvalues.
Reviewthereporttoseeifyouwanttoupdatesupplierbankinformationbeforeitistransferred.
Duringtheupgrade,thesystemtransfersthesupplierbankdatafromthePO_VENDORSandPO_VENDOR_SITES_ALLtablestotheAP_BANK_BRANCHES,AP_BANK_ACCOUNTS_ALL,andAP_BANK_ACCOUNT_USES_ALLtables.
YoucanreviewyoursupplierbankinformationintheBanksandBankAccountswindowsaftertheupgrade.
Step3:Choosepaymentmethodforfuture-datedpayments(conditionallyrequired)Performonlyifyouusefuture-datedpaymentsormanualfuture-datedpayments.
InRelease11i,youcanuseanypaymentmethodtocreatefuture-datedpayments.
FutureDatedandManualFutureDatedpaymentmethodtypesareobsolete.
Theapboepre.
sqlscriptpopulatesatemporarytablethattheupgradeusestoupdatethefuturepaymentmethodonexistinginvoices,payments,andpaymentformats.
Tousethescript,selectthepaymentmethodyouwanttoreplacethecurrentfuturepaymentmethod:Check,EFT(Electronic),Wire,orClearing.
YoucanmakeoneselectionforFutureDatedpaymentmethodandoneforManualFutureDated.
RunthisscriptonlyoncefromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@apboepre.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apboepre.
sqlEnterthenewpaymentmethodfortheFuturePaymentmethodandfortheManualFutureDatedpaymentmethodattheprompt.
Ifyoudonotrunthisscript,duringtheupgrade,thesystemautomaticallyreplacesFutureDatedwithEFT(Electronic)andManualFutureDatedwithCheck.
Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoffthisapplication:YesFinancialsProductFamily3-22UpgradingOracleApplicationsStep4:Evaluateuseofrecoverabletax(conditionallyrequired)IfyouhaveNOrecoverabletaxinANYoperatingunit,youmayomitthisstep.
TheEnableRecoverableTaxoptionisnewinthisrelease.
Laterintheupgradeprocess,thevalueofthisoptionaffectsthewaytaxlinesareflaggedasrecoverableornonrecoverablewhich,inturn,affectsthewaytheaccountingentriesarecreatedduringtheupgradeofexistingdata.
Alsolaterintheupgrade,itaffectsthewaydataispopulatedinRecoveryRate,anewattributeoftaxcodesinthisrelease.
Theconsequencesofthissteparesignificant.
Ifinanyoperatingunit,youhaveconsideredanytaxasrecoverable(suchasinmostVATorGSTregimes)inthepast,orplantodosointhefuture,itisimperativethatyoureviewthisstepcarefully.
1.
Runapaltfsp.
sql.
Ifyouintendtouserecoverabletaxinanyoperatingunit,runthisscripttoaddthecolumnNON_RECOVERABLE_TAX_FLAGtothetableFINANCIALS_SYSTEM_PARAMS_ALL.
RunthisscriptonlyoncefromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@apaltfsp.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apaltfsp.
sql2.
Runapfspre2.
sqlorapfspre1.
sql.
Chooseoneofthesescriptsbasedonyourneedsforrecoverability.
Option1:Ifyouhaveasingleoperatingunitthatusesrecoverabletax,orifyouhavemultipleoperatingunitsthatALLuserecoverabletax,runthefollowingscript:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@apfspre2.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoffthisapplication:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-23FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apfspre2.
sqlRunthisscriptonlyoncetoupdatealloperatingunits.
ItsetsyourEnableRecoverableTaxFinancialsoptiontoYes.
Laterintheupgrade,yourtaxcodeswillbeupdatedtobe100%recoverableandtheTAX_RECOVERABLE_FLAGforeachofyourexistingtaxlineswillbesettoY(100%recoverable).
Option2:Ifyouhavemultipleoperatingunitsthathavedifferenttaxrecoverabilitystructures,runthefollowingscriptforeachofthoseoperatingunitsthatusesrecoverabletax:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@apfspre1.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apfspre1.
sqlFortheoperatingunityouspecify,thescriptsetsyourEnableRecoverableTaxFinancialsoptiontoYes.
Laterintheupgrade,yourtaxcodeswillbeupdatedto100%recoverableandtheTAX_RECOVERABLE_FLAGforeachofyourexistingtaxlineswillbesettoY(100%recoverable).
OracleProjectsTasksWarning:ThedefaultvalueforEnableRecoverableTaxremainsNforanyoperatingunitforwhichyoudonotrunthisscript.
Shouldthishappenonanoperatingunitthatdoes,infact,requirerecoverabletax,accountingentrieswillbecreatedincorrectly,causingseriousimpactonfuturetaxreporting.
ChecklistPerformedby1.
Correcttheweekendingdateandmonthendingdateforsummarizationdataformultilingualsupport(required)ApplicationSpecialist(Projects)2.
Correctexcessrevenueamountsdataforhardlimitfundedagreements(conditionallyrequired)ApplicationSpecialist(Projects)FinancialsProductFamily3-24UpgradingOracleApplicationsStep1:Correcttheweekendingdateandmonthendingdateforsummarizationdataformultilingualsupport(required)ThissteprelatestoanORA-01843errorintheBudgetsformwhentheCopyActualcommandisusedinanMLSenvironment.
TheWEEK_ENDING_DATEandMONTH_ENDING_DATEcolumnsinthePA_TXN_ACCUMtableareVARCHAR2datatypes,butthesecolumnsstoredates.
InanMLSenvironment,thedatestoredinthesecolumnsmaynotbeinthelanguageusedbythedatabaseinstanceasdeterminedbyNLS_DATE_LANGUAGEorNLS_LANGUAGE(iftheNLS_DATE_LANGUAGEparameterisNULL).
Tofindtheexceptions,runpatxnerr.
sql.
ThisscriptcreatesatemporarytablePA_TXN_ACCUM_ERRtostoretherecordsthatareinerror.
FromyournewAPPL_TOP,typethefollowingcommands:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@patxnerr.
sql\FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@patxnerr.
sql\Then,runpatxnsql.
sql.
3.
Correctexcessrevenueaccruedfornon-adjustingnegativeamountexpenditureitems(conditionallyrequired)ApplicationSpecialist(Projects)4.
Correctcreditmemoinvoicedates(conditionallyrequired)ApplicationSpecialist(Projects)5.
Correctbillamountdatastoredonrevenuedistributions(conditionallyrequired)ApplicationSpecialist(Projects)6.
Correctbillingholddataonreversingitems(conditionallyrequired)ApplicationSpecialist(Projects)7.
Correctbillableflagdataforreversingitems(required)ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesChecklistPerformedbyFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-25FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@patxnsql.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@patxnsql.
sqlThescriptproducesareportcalledtxn_fix.
lst,whichisstoredinyourcurrentworkingdirectory.
Thereporthastwosections:Section1beginswiththistext:"ThefollowingrecordshavebeenupdatedinPA_TXN_ACCUMwiththeNew_Week_Ending_DateandNew_Month_Ending_Date".
Thissectionliststherecordswiththeoldandnewvaluesfortheweek_ending_dateandmonth_ending_datecolumns.
Section2beginswiththeline"Pleaseupdatetheweek_ending_dateandmonth_ending_dateforthefollowingrecordsinPA_TXN_ACCUM".
ThissectionliststherecordsforwhichtheWEEK_ENDING_DATEandMONTH_ENDING_DATEcolumnscouldnotbeupdated.
YoumustupdatemanuallyanyrecordslistedinSection2.
Themonthmustbeinthelanguageofthedatabaseserverinstance.
Aftermakingthecorrections,runpatxnsql.
sqlagaintoensurethatcorrectionshavebeenmade.
Youmustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step2:Correctexcessrevenueamountsdataforhardlimitfundedagreements(conditionallyrequired)PerformthissteponlyifyouhaveProjectBillinginstalled.
Thepa620118.
sqlscriptrelatestoaccruedrevenuethatexceedshardlimitfundedagreements.
Itliststheproject/taskswhoserevenuehasexceededthehardlimitfundingamount.
Thisscriptmaytakealongtimetorun.
FromyournewAPPL_TOP,type:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pa620118.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesFinancialsProductFamily3-26UpgradingOracleApplicationsFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa620118.
sqlThescriptproducesareportcalledpa620118.
lst,whichliststheprojectandtasknumber,agreementnumber,andtheamountbywhichrevenuehasexceededthefundinglimit.
Tocorrectthedata,createawrite-offrevenueeventforeachexcessrevenueamountlistedinthereport.
Youmustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step3:Correctexcessrevenueaccruedfornon-adjustingnegativeamountexpenditureitems(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
Thissteppertainstonon-adjustingnegativeamountexpenditureitemsaccruingoverstatedrevenueamountsduringtheGenerateDraftRevenueprocess.
OracleProjectsnowgeneratesthecorrectrevenueamount.
Runpa661335.
sqlfromyournewAPPL_TOPtoreportexistingoverstatedrevenue.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pa661335.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa661335.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Youcanenterarangeofprojectstoreduceprocessingtime.
Thescriptproducesareportcalledpa661335.
lst,whichliststheprojectandtasknumber,expendituretype,quantity,andaccruedrevenueforallexpenditureitemswhererevenueisaccruedbeyondthesoftlimit.
Tocorrectthedata,fromyouroldAPPL_TOP,enteraRecalculateRevenueadjustmentforeachoftheexpenditureitemslistedinthereport.
1.
ChooseExpenditures>ExpenditureInquiryselecteitherProjectorAlltonavigatetotheFindProjectExpenditureItemswindow.
2.
Queryfortheexpenditureitemsyouwanttocorrect.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-273.
ChooseRecalcRevenuefromtheSpecialmenu.
4.
Repeatthisprocedureforeachofthelistedexpenditureitems.
AfteryouentertheRecalculateRevenueadjustments,runtheGenerateDraftRevenueprocessfromtheSubmitRequestwindow(Requests>Run)foreachaffectedproject.
Youmustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step4:Correctcreditmemoinvoicedates(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
Beforethisupgrade,ProjectsallowedreleaseofacreditmemowithanARinvoicedateearlierthantheARinvoicedateoftheoriginalinvoice.
OracleReceivablesrejectedsuchcreditmemosduringtheAutoInvoiceProcess.
Runpa652811.
sqlfromyournewAPPL_TOPtoreportexistingcreditmemoswithanARinvoicedateearlierthantheoriginalARinvoicedate.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pa652811.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa652811.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Youcanenterarangeofprojectstoreduceprocessingtime.
Thescriptproducesareportcalledpa652811.
lst,whichliststheprojectnumber,creditinvoicenumber,originalinvoicenumber,creditmemodate,andOracleReceivablesinvoicenumberforallcreditmemoswithaninvoicedateearlierthantheoriginalinvoicedate.
Tocorrectthedata,updatetheARInvoiceDateforeachcreditmemointhereportbyfollowingthesestepsfromyouroldAPPL_TOP:1.
NavigatetotheFindInvoicewindow(chooseBilling>InvoiceReview).
AdditionalInformation:ExpenditureAdjustments,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesFinancialsProductFamily3-28UpgradingOracleApplications2.
Queryforthecreditmemoyouwanttocorrect.
3.
ChangetheARInvoiceDatetoadateonoraftertheinvoicedateoftheoriginalinvoice.
YoucanmakethischangeintheInvoiceSummarywindoworbyopeningthecreditinvoice.
4.
Repeatthesestepsforeachcreditmemointhereportpa652811.
lst.
Youmustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step5:Correctbillamountdatastoredonrevenuedistributions(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
Beforethisupgrade,billingamountswerenotstoredinrevenuedistributionlineson"AccrueasworkOccurs-BillasworkOccurs"projects.
ThisresultedintheOracleerror"ORA-1400:cannotINSERTnullvalue"duringtheGenerateDraftInvoicesprocess.
Runpardlrpt.
sqlfromyournewAPPL_TOPtoreportexpenditureitemsthatcontainthiserror.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pardlrpt.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pardlrpt.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Enterarangeofprojectstoreduceprocessingtime.
Thescriptproducesanexceptionreportcalledpardlrpt.
lst,whichliststheprojectname,tasknumber,expenditureitemID,expendituretype,quantity,andamountforallexpenditureitemswhosebillingamountsshouldhavebeenstoredintherevenuedistributionlines.
Ifnoexceptionalexpenditureitemsarereported,thenyourdataiscorrectandyoucanignoretheremainingsteps.
Tocorrectthedata,runthesestepsfromyouroldAPPL_TOP.
AdditionalInformation:ReviewingInvoices,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-291.
RecalculaterevenuePerformRecalculateRevenueadjustmentsonthelistedexpenditureitems.
ChooseExpenditures>ExpenditureInquiry,andentercriteriatofindtheexpenditureitemsyouwanttoadjust.
Afteryouadjusttheexpenditureitems,runtheGenerateDraftRevenueprocess,fromtheSubmitRequestwindow(Requests>Run),foreachaffectedproject.
2.
Re-runtheExceptionreportRunpardlrpt.
sqlagain.
Ifanyexpenditureitemsareareported,gobacktothepreviousstep.
Repeatthesetwostepsuntilnoexpenditureitemsarelisted.
3.
CreatetemporarytableRunpacrttab.
sql.
Thisscriptcreatesthetemporarytablepa_bug_644714.
Thetemporarytablestoresthefollowingauditinformationabouttheupdatedrevenuedistributionlines:Torunthescript,typethefollowingcommandsfromyournewAPPL_TOP:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pacrttab.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pacrttab.
sql4.
CorrectthedataRunpardlupd.
sqlfromyournewAPPL_TOPtocorrectyourdata.
ItpromptsforStartProjectNumberandEndProjectNumber.
Youcanrunthescriptforarangeofprojectsatatime,butbesurethatyourunthescriptforallprojects.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupgexpenditure_item_idline_numcreation_datenew_bill_amountold_draft_inv_numold_draft_inv_item_line_numFinancialsProductFamily3-30UpgradingOracleApplications$sqlplus/@pardlupd.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pardlupd.
sqlYoumustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step6:Correctbillingholddataonreversingitems(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
ThissteppertainstomanualreversalsofexpenditureitemswhoseBillHoldflagwassettoYes.
Priortothisupgrade,theseitemswerecreatedwiththeBillHoldflagsettoNoratherthanYes,andthereforethereversalscouldbeinvoiced.
Runpainv.
sqlfromyournewAPPL_TOPtoreportexpenditureitemswiththiserror.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@painv.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@painv.
sqlThescriptpromptsforStartProjectNumberandanEndProjectNumber.
Youcanusetheseparameterstorunthescriptforarangeofprojectsatatime.
Ifyoudothis,youmuststillmakesurethatyourunthescriptforallprojects.
Thescriptproducesanexceptionreportcalledpainv.
lst,whichhastwosections:sListofProjectsAgainstReleasedInvoices.
Listsproject/toptaskbillamountsthatareincorrectlyinvoicedwheretheincorrectinvoicesarealreadyreleased.
sListofProjectsAgainstUnreleasedInvoices.
Listsprojectsagainstwhichincorrectinvoicesexist,wheretheinvoicesarenotyetreleased.
AdditionalInformation:ExpenditureAdjustments,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-31Tocorrectthereleasedinvoices,createtoptaskleveleventsintheamountsshowninthereportforthespecifiedproject/tasks.
FromyouroldAPPL_TOP:1.
ChooseBilling>EventsselecteitherProjectorAlltonavigatetotheFindProjectEventswindow.
Queryfortheprojectthatyouwanttocorrect.
2.
ChooseNewtodisplaytheEventDetailswindow.
3.
EntertheTaskNumberofthetoptasklistedinthereport.
4.
SelectanEventTypethathasaneventclassificationofWrite-On.
5.
IntheBillAmountfield,entertheamountlistedinpainv.
lstfortheprojectandtask.
6.
CompletetheEventDate,Organization,andDescriptionfields.
Saveyourwork.
7.
Repeatthesestepsforeachoverstatedamountonthereport.
Afteryoucreatetheevents,runtheGenerateDraftInvoicesprocessfortheaffectedprojects.
Tocorrecttheunreleasedinvoices,runthedatafixscriptpa858651.
sql.
Thisscriptsetsthe"billhold"flagforthereversedexpenditureitemstoYesandregeneratestheinvoicesfortheprojectslisted.
RunthescriptfromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pa858651.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa858651.
sqlYoumustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step7:Correctbillableflagdataforreversingitems(required)AdditionalInformation:Events,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesFinancialsProductFamily3-32UpgradingOracleApplicationsThissteppertainstoexpenditureitemsthatwereadjustedfrombillabletonon-billableorviceversa.
Priortothisupgrade,whentheseexpenditureitemswerereversed,thereversingexpenditureitemswerecreatedwiththeBillableflagsettotheoriginalvalue,ratherthantheadjustedvalue.
Tocorrecttheflagsettings,runthereportingscriptpacstrev.
sql.
Thisscriptreportsprojectsthathaveassociatedexpenditureitemsinerrorandindicateswhichprocessesyouneedtorunafteryourunthedatafixscript.
Besurethatyourunthisreportingscript(pacstrev.
sql)beforeyourunthedatafixscript(pa882573.
sql),sothatyouknowwhichprocessestorunafteryoucorrectthedata.
Torunthereportingscript:TypethefollowingcommandsfromyournewAPPL_TOP:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pacstrev.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pacstrev.
sqlThescriptproducesanexceptionreport(pacstrev.
lst),whichcontainstwosections:sCostDistributionneedstoberunforthefollowingprojects.
Listsprojectsforwhichyoumustrunthecostdistributionprocessesafteryourunthedatafixscript.
sRevenueDistribution/AssetAccumulationneedstoberunforthefollowingprojects.
ListsprojectsforwhichyoumustruntheGenerateDraftRevenueprocessortheGenerateAssetLinesprocessafteryourunthedatafixscript.
Thereportlistseachprojectandtheassociatedprojecttype.
sIftheprojecttypeindicatesthattheprojectisacontractproject,youmustruntheGenerateDraftRevenueprocessfortheprojectafteryoucorrectthedata.
sIftheprojecttypeindicatesthattheprojectisacapitalproject,youmustruntheGenerateAssetLinesprocessfortheprojectafteryoucorrectthedata.
Tocorrectthedata,runthedatafixscriptpa882573.
sql.
Youmustenterstartingandendingprojectnumberswhenthescriptpromptsforthesevalues.
ThisscriptcorrectstheBillableflagforthereversedexpenditureitemsthatareinerror,andmarkstheitemsforcostrecalculation(setstheCOST_DISTRIBUTED_FinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-33FLAGtoN).
ThescriptalsosetstheREVENUE_DISTRIBUTED_FLAGtoNoifeitherofthefollowingconditionsistrue:sTheexpenditureitemischargedtoacapitalproject.
sTheexpenditureitemischargedtoacontractprojectwitharevenueaccrualmethodorinvoicingmethodofWork,ANDtheoriginalitemwasnon-billableandhasnotbeenrevenuedistributed,ANDthebillablereversingitemhasbeenrevenuedistributed.
Torunthedatafixscript:TypethefollowingcommandsfromyournewAPPL_TOP:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@pa882573.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa882573.
sqlAfteryourunthisscript,runtherequiredcostdistribution,revenuedistribution,andassetlinegenerationprocessesaccordingtotheexceptionreport(pacstrev.
lst).
UsetheSubmitRequestwindow(Requests>Run).
Fortheprojectsthatrequirecostdistributionand/orrevenuedistributionprocesses,runtheUpdateProjectSummaryAmountsprocess.
UsetheProjectStatusInquirywindowstoverifythecorrectedamounts.
Youmustperformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Note:Thenewbillableandnon-billablesummaryamountsgeneratedafterthisdatafixwillbedisplayedintheearliestopenperiod.
Thisperiodmaybedifferentfromtheperiodinwhichtheoriginalexpenditureitemwasreversed.
FinancialsProductFamily3-34UpgradingOracleApplicationsOraclePurchasingTasksStep1:Clearopeninterfacetables(required)IfthereareunprocessedrecordsintheRequisitionsOpenInterface,PurchasingDocumentsOpenInterface,andReceivingOpenInterfacetables,youwillneedtocleartheaffectedtablebeforeyouupgradebyimportingthedatasuccessfullyintoPurchasing.
Forexample,iftherearerowsintheRequisitionsOpenInterfacefromapreviousMRPrun,runtheRequisitionImportprocessinPurchasingtomakesurethatallrowsareprocessedsuccessfully.
Ifanyrowsfailvalidation,findtheerrorsandcorrectthem.
Ifyoucannotfixcertainerrors,examinethedatathatisinerror.
Ifthedataisoldorobsolete,youmayignoretheerrorsandcontinuewiththeupgrade.
Tochecktoseewhetherdataexistsintheopeninterfacetables:First,checktoseewhetherdataexistsintheopeninterfacetables.
Then,cleartheaffectedtablesasnecessary.
1.
LogintoSQL*Plus.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@2.
Runeachofthefollowingscripts:pocntreq.
sqlpocntpoh.
sqlChecklistPerformedby1.
Clearopeninterfacetables(required)ApplicationSpecialist(Purchasing)/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoUsermustlogoffthisapplication:NoRequiresconcurrentmanager:YesFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-35pocntrcv.
sqlThefirstscriptisfortheRequisitionsOpenInterface,thesecondforthePurchasingDocumentsOpenInterfaceandthethirdfortheReceivingOpenInterface.
Ifascriptreturnsanumbergreaterthan0,thenyouhavedatainthatopeninterface.
Thefollowinginstructionstellyouhowtoclearthedatafromtheaffectedopeninterface.
Ifthescriptreturns0,thenyoudonothavedataintheopeninterface,andyoudonotneedtoclearit.
ToclearrowsintheRequisitionsOpenInterfacetables:1.
InthePurchasingresponsibility,chooseReports>RunandsubmittheRequisitionImportprogram.
Tomakesurethatyouprocessalldataintheinterfacetables,youcanleavetheImportSourceandImportBatchIdentificationfieldsblank.
2.
ChooseReports>RunandsubmittheRequisitionImportExceptionsreport.
UsethisreporttoseeiferrorsoccurredwhilerunningRequisitionImport.
Correctanyerrorsandre-runRequisitionImportuntilnomoreerrorsoccur.
ToclearrowsinthePurchasingDocumentsOpenInterfacetables:1.
InthePurchasingresponsibility,chooseReports>RunandsubmitthePurchasingDocumentsOpenInterfaceprogram.
ChooseReports>RunagainandsubmitthePurchasingInterfaceErrorsReport.
ReviewthePurchasingInterfaceErrorsreporttoseeiferrorsoccurredwhilerunningPurchasingDocumentsOpenInterface.
Correctanyerrorsandre-runthePurchasingDocumentsOpenInterfaceprogramuntilnomoreerrorsoccur.
IfyouareupgradingfromRelease11.
0.
3,youcansubmitthePurgePurchasingOpenInterfaceProcessedDataprogramtoremoveallprocesseddatainthePurchasingDocumentsOpenInterfacetables.
NotethatthisprogramremovesAdditionalInformation:RequisitionImportProcess(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release10.
7,11,or11i);RequisitionImportExceptionsReport(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release10.
7,11,or11i)Country-specificFinancialsProductFamily3-36UpgradingOracleApplicationsonlydatathathasbeeneitheracceptedorrejected.
Itdoesnotremovedatathatisstillpending.
ToclearrowsintheReceivingOpenInterfacetables:1.
InthePurchasingresponsibility,chooseReports>RunandsubmittheReceivingTransactionProcessor.
Then,submittheReceivingInterfaceErrorsreport.
ReviewtheReceivingInterfaceErrorsreporttoiferrorsoccurredwhilerunningtheReceivingTransactionProcessor.
Correctanyerrorsandre-runtheReceivingTransactionProcessoruntilnomoreerrorsoccur.
2.
IfyouhaveAdvanceShipmentNoticeswithbillinginformation(ASBNs)intheReceivingOpenInterface,chooseReports>RuninthePurchasingresponsibilitytosubmitthePurchasingInterfaceErrorsreport.
IntheParameterswindow,selectReceivingOpenInterfaceintheSourceProgramfield.
Usethisreporttoseewhaterrorsoccurred,ifany,whiletheReceivingOpenInterfacecreatedinvoicesfromASBNs.
Correctanyerrorsandre-runtheReceivingTransactionProcessoruntilnomoreerrorsoccur.
Country-specificFinancialsProductFamilyThefollowingCategory2tasksarerequiredorrecommendedtoupgradetheproductsintheCountry-specificFinancialsproductfamily.
AdditionalInformation:PurchasingDocumentsOpenInterface(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11or11i);PurchasingInterfaceErrorsReport(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11or11i)AdditionalInformation:ReceivingTransactionProcessor(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release10.
7,11,or11i);ReceivingInterfaceErrorsReport(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11or11i);PurchasingInterfaceErrorsReport(OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11or11i)Country-specificFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-37OracleFinancialsforAsia/PacificTasksStep1:Recordlookupcodesthatwillbetruncatedorrenamed(recommended)Duringtheupgrade,lookupcodesthataremorethan30byteslongaretruncatedautomaticallyto30bytes.
Also,duplicatelookupcodemeaningswithinalookuptypearerenamedautomaticallytomakethemuniquewithinthelookuptype.
Toprepareforthesemodifications,youshouldrecordanylookupcodesthataremorethan30byteslongsoyoucanredefinethemifnecessaryaftertheupgradeiscomplete.
Youshouldalsorecordanyduplicatelookupmeaningsoflookupcodessothatyoucanrenamethemifnecessaryaftertheupgrade.
RunthisscriptfromyournewAPPL_TOPtoidentifythesetypesoflookupcodesandlookupmeanings:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jamlsmck.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgChecklistPerformforthiscountry.
.
.
1.
Recordlookupcodesthatwillbetruncatedorrenamed(recommended)All2.
Movegovernmentuniforminvoiceinformationforeachorganization(conditionallyrequired)Taiwan3.
Movecustomeruniformnumbersandtaxregistrationnumbers(conditionallyrequired)Taiwan4.
Movesupplieruniformnumbersandtaxregistrationnumbers(conditionallyrequired)Taiwan5.
Recorduniformnumbersforyourcompany(recommended)Taiwan6.
RecordCanadiantaxsetup(required)Canada7.
Printtaxrebateandrulelistings(recommended)CanadaPerformforthiscountry:AllPerformifupgradingfrom:Production16.
1(orhigher),11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoCountry-specificFinancialsProductFamily3-38UpgradingOracleApplicationsC:\>sqlplus/@jamlsmck.
sqlIfyourcustomizedmodulesreferencetruncatedlookupcodesorrenamedlookupmeanings,youmayneedtomodifythemigratedlookupsorthecustomizedmodulesaccordinglyafterupgradingtoRelease11i.
Noseededlookupcodesareaffectedbythetruncation.
Somemeaningsforseededlookupcodesmayberenamedifyouareusingmultiplesetsofbooks,butOracleApplicationsgenericmodulesreferenceonlylookupcodes,nottheirmeanings.
Step2:Movegovernmentuniforminvoiceinformationforeachorganization(conditionallyrequired)AllpreviousOracleFinancialsforTaiwanwindowsarenowobsolete.
Duringtheupgrade,exportcertificateandothergovernmentuniforminvoiceinformationismovedtoeitherglobalizationflexfieldsorOracleReceivableswindows.
Toprepareforthismodification,usethejatwupg1.
sqlscripttorecordexistinggovernmentuniforminvoiceinformationsothatyoucanredefinetheinformationaftertheupgrade,ifnecessary.
Ifyouareusingmulti-organizationarchitecture,specifytheorganizationID(attheprompt)thatyouwanttoreporton.
Torecordexistinggovernmentuniforminvoiceinformation:Runjatwupg1.
sqlbytyping:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg1.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg1.
sqlNote:Thejamlsmck.
sqlscriptdoesnotincludelookupsthatareobsoleteinthisrelease.
Theupgradedoesnotmigrateobsoletelookups.
Formoreinformation,refertotheProductUpdateNotesforOracleFinancialsforAsia/Pacific.
Performforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoCountry-specificFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-39Reviewoutputinjatwupg1.
lstbeforeproceeding.
Tomovegovernmentuniforminvoiceinformation:Allgovernmentuniforminvoiceattributesareassignedtotransactions.
Usethejatwupg2.
sqlscripttomigrateinvoiceformatdata.
Runthisscriptbytyping:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg2.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg2.
sqlReviewoutputinjatwupg2.
logafterthescriptfinishes.
Thescriptperformsthefollowingactions:sUpdatesonlycompletetransactionsinclosedperiods.
Reassignanewtransactionsourceandregenerategovernmentuniforminvoicenumbersforallincompletetransactions.
smovesgovernmentuniforminvoiceinformationdefinedintheDefineUniformInvoices/SalesReceiptswindowtotheTransactionswindowanditsglobalizationflexfield.
Thefieldmappingis:Note:Toavoidoverwritingoutputfiles,thescriptappendsyourorganizationIDtotheoutputfile.
IfyouleavetheOrgIDpromptblank,theoutputfilenameisjatwupg1.
lst.
Release10.
7or11.
0FieldName(DefineUniformInvoices/SalesReceipts)Release11iFieldName(Transactions)InvoiceFormatInvoiceFormat(hiddensegmentinglobalizationflexfield)UniformInvoiceWord+UniformInvoices/SalesNoLegacyUniformInvoice(segmentintheglobalizationflexfield)VoidStatus(baseproductfieldintheMorealternatenameregion)Wine/CigaretteWine/Cigarette(segmentintheglobalizationflexfield)Country-specificFinancialsProductFamily3-40UpgradingOracleApplicationssInRelease11i,youenterexportcertificateinformationintheTransactionswindowglobalizationflexfield.
ThisscriptalsomovesexportcertificateinformationthatwasenteredintheRelease10.
7or11.
0DefineZero-RateUniformInvoiceswindowtotheTransactionswindowglobalizationflexfield.
Thefieldmappingis:Step3:Movecustomeruniformnumbersandtaxregistrationnumbers(conditionallyrequired)InRelease10.
7and11.
0,customeruniformnumbers(taxpayerIDs)arestoredintheTaxRegistrationNumberfieldintheCustomerswindow.
In11i,theCustomerswindowhasbothaTaxpayerIDandaTaxRegistrationNumberfield.
Youwillusetwoscriptstocompletethisstep:jatwupg4.
sqlmovesthecustomeruniformnumbertotheTaxpayerIDfield,andjatwupg3.
sqlrecordsexistingcustomeruniformNote:ThescriptdoesnotupdatethegovernmentuniforminvoicedateintheDefineUniformInvoices/SalesReceiptswindow.
In11i,transactiondatesarealsogovernmentuniforminvoicedates.
ThescriptoverwritestheStatusfieldintheTransactionswindowwithVoidforvoidedgovernmentuniforminvoices.
Donotrunthescriptifyoudonotwanttochangeexistingtransactionstatuses.
Release10.
7or11.
0FieldName(DefineZero-RateUniformInvoices)Release11iFieldName(Transactions)NumberExportCertificateNumber(segmentinglobalizationflexfield)NameExportName(segmentintheglobalizationflexfield)ExportMethodExportMethod(segmentintheglobalizationflexfield)ExportDateExportDate(segmentintheglobalizationflexfield)Note:ThescriptdoesnotmigrategovernmentuniforminvoiceinformationenteredintheDefineMiscellaneousUniformInvoiceswindow.
OtherfieldsnotmergedwithtransactionsareType(Zero-Rate/Exempt/Taxable)andItemDescription.
Performforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoCountry-specificFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-41numbersandtaxregistrationnumberssoyoucanredefinethenumbersaftertheupgrade,ifnecessary.
Torecordexistingcustomeruniformnumbersandtaxregistrationnumbers:Runjatwupg3.
sqlbytyping:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg3.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg3.
sqlReviewtheoutputinjatwupg3.
lstandkeepthefileforyourrecords.
Tomovecustomeruniformnumbers:Runthisscripttomovecustomeruniformnumbers(taxpayerIDs)intheTaxRegistrationNumberfieldtotheTaxpayerIDfield:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg4.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg4.
sqlReviewthejatwupg4.
logfileafterthescriptfinishes.
Thejatwupg4.
sqlscriptoverwritestheTaxpayerIDfieldintheRelease11iCustomerswindowwithdatafromtheRelease10.
7or11TaxRegistrationNumberfieldandmakestheTaxRegistrationNumberfieldblank.
Warning:DonotrunthisscriptifyouwanttokeeptheexistingdataintheTaxpayerIDandTaxRegistrationNumberfields.
Donotrunthisscriptifmultiplecountriesshareyourdatabase,asitupdatesallcustomertaxpayerIDinformationregardlessofwhethertheinformationisenteredinaTaiwaneseresponsibility.
Country-specificFinancialsProductFamily3-42UpgradingOracleApplicationsStep4:Movesupplieruniformnumbersandtaxregistrationnumbers(conditionallyrequired)InRelease10.
7and11,supplieruniformnumbers(taxpayerIDs)werestoredintheglobalizationflexfieldoftheSupplierswindow.
InRelease11i,theSupplierswindowcontainsbothTaxpayerIDandTaxRegistrationNumberfields.
Youwillusetwoscriptstocompletethisstep:jatwupg6.
sqlmovesthesupplieruniformnumbersfromtheSupplierswindowglobalizationflexfieldtotheSupplierswindowTaxpayerIDfield,andjatwupg5.
sqlrecordsexistingsupplieruniformnumbersandtaxregistrationnumberssoyoucanredefinethenumbersaftertheupgrade,ifnecessary.
Torecordexistingsupplieruniformnumbers:Torunjatwupg5.
sql,type:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg5.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg5.
sqlReviewoutputinjatwupg5.
lstandkeepthefileforyourrecords.
Tomovesupplieruniformnumbersandtaxregistrationnumbers:Usethejatwupg6.
sqlscripttotransferthesupplieruniformnumbers(taxpayerID)fromtheUniformNumberglobalizationflexfieldsegmenttotheTaxpayerIDfieldoftheSupplierswindow.
ThescriptwillnotupdatetheTaxpayerIDfieldunlessitisblank,soyoushouldmakesurethereisnodatainthisfield.
RunthisscripttoupdatetheblankTaxpayerIDfieldwithsupplieruniformnumbers:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg6.
sqlPerformforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoCountry-specificFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-43FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg6.
sqlStep5:Recorduniformnumbersforyourcompany(recommended)InRelease10.
7and11.
0,uniformnumbers(taxpayerIDs)aredefinedintheSystemOptionswindowglobalizationflexfield.
Toviewthisglobalizationflexfieldonlineandmanuallyrecordtheseuniformnumbers,astheTaiwaneseReceivablesManager,navigatetoAccountsReceivable>SetUp>System>SystemOptions.
Repeatthisstepforallorganizations.
YoumustentertheseuniformnumbersintheLocationswindowaftertheupgradebecause,inRelease11i,companyuniformnumbersaredefinedintheLocationswindow.
Step6:RecordCanadiantaxsetup(required)Release11iprovidesanintegratedapproachtomeetCanadiantaxrequirements.
InputTaxGroups(ITG),anewfeatureoftheEnterpriseTaxsolution,replacesRelease10.
7/11MultipleTaxDistributions(MTD)functionality.
Runthejacaupgr.
sqlscripttorecordyourtaxsetupinformation.
Reviewthejacaupgr.
lstoutputfilegeneratedinthecurrentworkingdirectorythatyouranthescriptfrom.
UsetheinformationintheoutputfiletosetupInputTaxGroups.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jacaupgr.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jacaupgr.
sqlPerformforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:OracleFinancialsforTaiwanRequiresConcurrentManager:NoAdditionalInformation:OracleFinancialsforTaiwanUser'sGuidePerformforthiscountry:CanadaPerformifupgradingfrom:10SCProduction16.
1withMultipleTaxDistribution(MTD)patchapplied,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoCountry-specificFinancialsProductFamily3-44UpgradingOracleApplicationsStep7:Printtaxrebateandrulelistings(recommended)Thejacarmpr.
sqlscriptgeneratesthejacarmpr.
lstoutputfileinthecurrentworkingdirectorythatyouranthescriptfrom.
Theoutputfiledisplaystaxrebateandrecoveryrules.
Youcanusethisinformationtodefinerecoveryrules.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jacarmpr.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jacarmpr.
sqlOracleFinancialsforEuropeTasksStep1:UpdateSwedishEFTpaymentformatinformation(required)OracleFinancialsforSwedenusersmustapplypatch1094200toupdatepaymentformatinformationandstoreinnewfieldstheinformationforbankaccountsthatAdditionalInformation:SeetheUpgradingto11iappendixintheOracleFinancialsforCanadaUser'sGuideformoredetails.
Performforthiscountry:CanadaPerformifupgradingfrom:10SCProduction16.
1withMultipleTaxDistribution(MTD)patchapplied,11.
0Performedby:ApplicationSpecialistUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoChecklistPerformforthiscountry.
.
.
1.
UpdateSwedishEFTpaymentformatinformation(required)Sweden2.
PayDanishEFTinvoices(conditionallyrequired)DenmarkPerformforthiscountry:SwedenPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorUsersmustlogoff:YesReferencemanual:Patch1094200readmefileRequiresConcurrentManager:NoCountry-specificFinancialsProductFamilyCategory2—AfterYouReceivetheSoftware3-45areassignedtosuppliersthatarepaidwiththeSwedishpaymentformatsandSwedishforeignpaymentformats.
ThispatchisavailableonOracleMetaLink.
Toverifywhetherpatch1094200hasalreadybeenapplied,checktheversionnumbersoftheformattingfiles.
Iftheversionnumbersaregreaterthanorequaltotheversionslistedbelow,youdonothavetoapplythepatch.
Step2:PayDanishEFTinvoices(conditionallyrequired)InRelease11i,OracleFinancialsforDenmarkreplacestheElectronicFundsTransfer(EFT)paymentprocess(fromRelease10.
7and11)withElectronicDataInterchange(EDI).
IfyouhaveanyinvoicesthatyouneedtopaywiththeEFTpaymentprocessratherthantheEDIpaymentprocess,youmustpaytheseinvoicesbeforeyouupgrade.
Aftertheupgrade,onlytheEDIprocessisavailable.
OracleFinancialsfortheAmericasTasksWarning:Youmustfollowtheinstructionsinthereadmefilecarefullywhenyouapplythispatch.
Performthemanualstepsoutlinedinthereadmeonlyifyouhavenotpreviouslyappliedpatch1094200—otherwise,yourdatawillbecorrupted.
FormattingFileVersionNumberJESEPBAI.
sql110.
15JESEPBSI.
sql110.
11JESEPBUT.
sql110.
5JESEPPOI.
sql110.
15JESEPPOU.
sql110.
15Performforthiscountry:DenmarkPerformifupgradingfrom:10.
7,11.
0Performedby:ProductManager(FinancialsforDenmark)Usersmustlogoff:NoReferencemanual:OraclePayablesUser'sGuide,OracleFinancialsforDenmarkUser'sGuideChecklistPerformforthiscountry.
.
.
1.
UpgradeBraziliansubledgersdatastructure(conditionallyrequired)BrazilCountry-specificFinancialsProductFamily3-46UpgradingOracleApplicationsStep1:UpgradeBraziliansubledgersdatastructure(conditionallyrequired)Completethissteponlyifyouhavenotapplied11.
0.
3JL.
DMini-Pack(Patch1056710).
Runjlbrsusl.
sqltodeterminewhetheryoumustapplypatch1154992(dependingonwhichpatchesarealreadyappliedtoyourproduct).
Patch1154992modifiesBrazilianJournalsandBalancestablestructureandrelatedindexes.
Thepatchesalsorepopulatejournalsandbalancesdatainthesetables.
YoucanfindthispatchonOracleMetaLink.
ReadtheinstructionsintheREADMEfilecarefully.
Todeterminewhethertoapplypatch1154992:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jlbrsusl.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jlbrsusl.
sqlReviewthejlbrsusl.
lstoutputfile.
Nomatterwhichpatchesarealreadyapplied,orarebeingapplied,makesurethatthesubledgeraccountbalancesarecorrect.
RuntheconcurrentprogramsAccountsPayablesPeriodBalanceCalculationandAccountsReceivablesPeriodBalanceCalculation,andverifytheresults.
Step2:IdentifyandcorrectduplicaterowsinJL_BR_LOOKUPS(conditionallyrequired)TheupgrademovesthedataintheJL_BR_LOOKUPStabletotheFND_LOOKUPStable.
Forthismove,rowdescriptionsintheFND_LOOKUPStablemustbeunique2.
IdentifyandcorrectduplicaterowsinJL_BR_LOOKUPS(conditionallyrequired)BrazilPerformforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:SystemAdministrator/ApplicationSpecialist(PayablesandReceivables)Usersmustlogoff:YesReferencemanual:NoRequiresConcurrentManager:NoPerformforthiscountry:BrazilPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistUsersmustlogoff:NoChecklistPerformforthiscountry.
.
.
HRMSProductFamilyCategory2—AfterYouReceivetheSoftware3-47uptothefirst30characters.
Whentheupgraderuns,theselookupswillbetransferredandalldescriptionswillbetruncated.
Runjlmlsmck.
sqltocheckforrowswiththesamedescription:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@jlmlsmck.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jlmlsmck.
sqlReviewtheduplicatesonscreen.
YouusetheQuickCodeswindowtocorrectdescriptionsintheJL_BR_LOOKUPStable.
FromtheBrazilianGeneralInformationresponsibility,navigatetoGeneral>Setup>QuickCodes.
HRMSProductFamilyThefollowingCategory2tasksarerequiredorrecommendedtoupgradetheproductsintheHRMSproductfamily.
OracleHumanResourcesTasksStep1:Updatetaskflowdefinitions(conditionallyrequired)Youshouldnotuseapostrophe(')orpercent(%)characterstocreatetaskflownamesornodes.
Ifyouhave,youmustremovethembeforeyouupgrade.
Toidentifytaskflownamesornodesthatcontainthesecharacters,runpetskwrn.
sql.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@petskwrn.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgChecklistPerformedby1.
Updatetaskflowdefinitions(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoManufacturingandDistributionProductFamily3-48UpgradingOracleApplicationsC:\>sqlplus/@petskwrn.
sqlManuallydeleteanyapostropheorpercentcharactersidentifiedbythescript.
ManufacturingandDistributionProductFamilyThefollowingCategory2tasksarerequiredorrecommendedtoupgradetheproductsintheManufacturingandDistributionproductfamily.
Becausetheyarecloselyrelated,thetasksforOracleInventory,OracleCostManagement,andOracleWorkinProcessarelistedunderasingleheading.
Oraclee-CommerceGatewayTasksStep1:Reportoutputinterfacedatafiledefinitions(conditionallyrequired)TheECEUGR.
sql(forRelease10.
7)andECELAYDR.
sql(forRelease11.
0)scriptsgenerateareportofyouroutputinterfacedefinitionsbeforetheupgrade.
Youcanusethesereportsaftertheupgradetorestoreyourdefinitions.
Enterthenameoftheoutputfileandthetransactioncode(selectfromlistofvalues)attheprompts.
ForRelease10.
7:RunECEUGR.
sqlfromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@ECEUGR.
sqlChecklistPerformedby1.
Reportoutputinterfacedatafiledefinitions(conditionallyrequired)SystemAdministrator2.
Reportcross-referencedatadefinitions(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoWarning:Theupgraderefreshesalle-CommerceGatewayseeddata.
Yourcurrentoutputinterfacedatafiledefinitionswillbelostatthattime.
ManufacturingandDistributionProductFamilyCategory2—AfterYouReceivetheSoftware3-49FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@ECEUGR.
sqlForRelease11.
0:RunECELAYDR.
sqlfromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@ECELAYDR.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@ECELAYDR.
sqlStep2:Reportcross-referencedatadefinitions(conditionallyrequired)TheECEUGR2.
sql(forRelease10.
7)andECEXREFR.
sql(forRelease11.
0)scriptsgenerateareportofyourcross-referencedefinitionsbeforetheupgrade.
Youcanusethesereportsaftertheupgradetorestorethedefinitions.
Enterthenameoftheoutputfileandthetransactioncode(selectfromlistofvalues)attheprompts.
ForRelease10.
7:RunECEUGR2.
sqlfromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@ECEUGR2.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@ECEUGR2.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoWarning:Theupgraderefreshesalle-CommerceGatewayseeddata.
Yourcurrentcross-referencedatawillbelostatthattime.
ManufacturingandDistributionProductFamily3-50UpgradingOracleApplicationsForRelease11.
0:RunECEXREFR.
sqlfromyournewAPPL_TOP.
FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@ECEXREFR.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@ECEXREFR.
sqlOracleInventory/CostManagement/WorkinProcessTasksStep1:Findandcorrectitemswithnoprimaryunitofmeasure-INV(required)Itemswithnoprimaryunitofmeasuremaycausetheupgradetofail.
Tofindtheseitems,runthisscriptfromyournewAPPL_TOP:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@invuomch.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@invuomch.
sqlChecklistMenuResponsibility>function1.
Findandcorrectitemswithnoprimaryunitofmeasure-INV(required)ManufacturingandDistributionManager>Inventory2.
Purgeunwantedtransactionhistory-INV(recommended)ManufacturingandDistributionManager>Inventory3.
ClearOpenJobandScheduleInterfacetable-WIP(conditionallyrequired)ManufacturingandDistributionManager>WIPPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialist(Inventory)Referencemanual:NoUsersmustlogoff:NoManufacturingandDistributionProductFamilyCategory2—AfterYouReceivetheSoftware3-51Theoutputfrominvuomch.
sqliswrittentoinvuomch.
lisinthecurrentdirectory.
Correctitemsidentifiedbyassigningthemaprimaryunitofmeasure.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetoItems>MasterItems.
UsetheUnitofMeasurefieldinthePhysicalAttributestabbedregion.
Step2:Purgeunwantedtransactionhistory-INV(recommended)Ifyouhaveaccumulatedasignificantamountoftransactionhistorydata,upgradingitcantakeaverylongtime.
Topurgeunwantedtransactionhistory,runthefollowingscriptfromyournewAPPL_TOP:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@invtxnpg.
sql\FromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@invtxnpg.
sql\Thescriptrequiresthreearguments:AdditionalInformation:DefiningItems,OracleInventoryUser'sGuide,Release10.
7or11Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialist(Inventory)Referencemanual:NoUsersmustlogoff:NopurgecutoffdateOnlytransactionsbeforethisdatewillbepurged.
ThedatemustbeinYYYY-MM-DDformat.
Forexample,1992-01-29.
organizationcodeOnlytransactionsinthisorganizationwillbepurged.
Ifyouwanttorunthepurgeforseveralorganizations,youmustcallthescriptonceforeachorganization.
YouchoosetheorganizationcodewhenyoulogintoOracleInventory.
rowspercommitDependingonhowlargeyourrollbacksegmentsare,youcanvarythenumberofrowsthataredeletedpercommit.
Thelargerthisnumber,thefasterthepurge,andthelargertherollbacksegmentrequired.
ManufacturingandDistributionProductFamily3-52UpgradingOracleApplicationsStep3:ClearOpenJobandScheduleInterfacetable-WIP(conditionallyrequired)AllunprocessedrecordsmustberemovedfromtheOpenJobandScheduleInterfacetable(WIP_JOB_SCHEDULE_INTERFACE)beforeyouupgrade.
Priortoclearingthistable,however,importunprocessedrecordsintoWorkinProcess.
Ifanyrecordsfailvalidation,findtheerrorsandcorrectthem.
Then,runwipcjsi.
sqltoclearanyunprocessedrecords.
PerformthesestepsfromyouroldAPPL_TOPToimportunprocessedrecords:1.
AstheManufacturingandDistributionManager,choosetheWIPfunction.
NavigatetotheImportJobsandScheduleswindow(Discrete>ImportJobsandSchedules).
ItopenstheImportJobsandSchedulesandtheParameterswindows.
TheParameterswindowisactive.
2.
IntheParameterswindowGroupIDfield,enteraGroupIDnumber.
3.
InthePrintReportfield,selectYesifyouwanttoprintthereport.
4.
ChooseOKtoclosetheParameterswindow(theImportJobsandScheduleswindowisactivated).
5.
IntheImportJobsandScheduleswindow,selecttheSubmitRequestbuttontoruntheWIPMassLoadprogram.
Ifarecord(row)failsvalidationandisnotimported,anerrormessageisgenerated.
ViewerrorsandupdatefailedrowsfromthePendingJobsandScheduleswindow.
Toviewerrorsandupdatefailedrows:1.
AstheManufacturingandDistributionManager,choosetheWIPfunction.
NavigatetothePendingJobsandScheduleswindow(Repetitive>PendingJobsandSchedules).
ThePendingJobsandScheduleswindowandtheFindPendingWarning:PurgedtransactionsdonotappearontheAccrualReconciliationreport.
Donotpurgeanytransactionsyouwanttoappearonthisreport(typically,purchaseorderreceiptandreturntransactions).
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(WIP)Referencemanual:OracleWorkinProcessUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesManufacturingandDistributionProductFamilyCategory2—AfterYouReceivetheSoftware3-53JobsandScheduleswindowopen.
TheFindPendingJobsandScheduleswindowisactive.
2.
IntheFindPendingJobsandScheduleswindow,enteryourselectioncriteria.
3.
ChooseFind(theFindPendingJobsandScheduleswindowcloses).
4.
InthePendingJobsandScheduleswindow,selectthefailedrecord(Status-Error).
5.
ChooseErrors(thePendingJobandScheduleErrorswindowdisplaystheresults).
TheerrorTypeindicateswhetherthefailedrecordproducedanErrororaWarning.
Messageexplainswhythetransactionfailed.
Usingthesemessages,youcandeterminewhatfieldsneedtobeupdated.
TocleartheOpenJobandScheduleInterface:Runwipcjsi.
sqltocleartheOpenJobandScheduleInterfacetable.
RunthisscriptonlyaftervalidatingthatalldesiredJobandScheduleInterfacerequestshavebeenloadedandthatallusershaveloggedoff.
Forexample:FromtheUNIXprompt:$cd$APPL_TOP/admin/preupg$sqlplus/@wipcjsi.
sqlFromtheNTprompt:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@wipcjsi.
sqlOracleOrderManagementTasksAdditionalInformation:ImportingJobsandSchedulesandProcessingPendingJobsandSchedules,OracleWorkinProcessReferenceManual,Release10.
7;OracleWorkinProcessUser'sGuide,Release11AdditionalInformation:OpenJobandScheduleInterface,OracleManufacturing,Distribution,Sales;ServiceOpenInterfacesManual,Release11ChecklistPerformedby1.
RunOrderEntryInterfaceprograms(required)ApplicationSpecialist(OrderEntry/ShippingManufacturingandDistributionProductFamily3-54UpgradingOracleApplicationsStep1:RunOrderEntryInterfaceprograms(required)AllOrderEntryinterfacetablesmustbeemptybeforeyouupgradetoOrderManagementbecausetheOrderManagementupgradedoesnotincludedatafrominterfacetables(withtheexceptionoftheRMAinterfacetable).
Topreparethetablesfortheupgrade,runthefollowinginterfaceprogramsintheorderlisted:sRMAInterface(Orders,Returns>Returns>RMAInterface)sReceivablesInterface(Orders,Returns>ReceivablesInterface)sInventoryInterface(Shipping>Interfaces).
EnterInventoryinterfaceintheNamefield.
sDemandInterface(Orders,Returns>Schedule>DemandInterface)sServiceInterface(Orders,Returns>ServiceInterface)2.
Closeeligibleorders(required)ApplicationSpecialist(OrderEntry/Shipping3.
RunOrderImportprogram(required)ApplicationSpecialist(OrderEntry/Shipping4.
RunAuto-createInstalledBaseprogramforServices(required)ApplicationSpecialist(OrderEntry/Shipping5.
MakesureordersareinastatussupportedbyOrderManagement(required)ApplicationSpecialist(OrderEntry/Shipping6.
Closeopenpickslips/pickingbatchesoropendeliveries/departures(required)ApplicationSpecialist(OrderEntry/Shipping7.
RuntheShippingInterfaceprograms(required)ApplicationSpecialist(OrderEntry/Shipping8.
ReviewItemValidationOrgsettings(required)ApplicationSpecialist(OrderEntry/Shipping9.
Validateinventoryorganizationdata(required)ApplicationSpecialist(OrderEntry/Shipping10.
Reviewcyclesthatmaynotbeupgraded(required)ApplicationSpecialist(OrderEntry/ShippingPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoChecklistPerformedbyManufacturingandDistributionProductFamilyCategory2—AfterYouReceivetheSoftware3-55Step2:Closeeligibleorders(required)Closeallordersthatareeligibleforclosing(eventhoughtheCloseEligiblestatusissupportedbytheOrderManagementupgrade).
Closingordersspeedsupyourupgrade.
SelectOrders,Returns>CloseOrdersfromthemenu.
Step3:RunOrderImportprogram(required)TheOrderImportInterfacetablesmustbeemptybeforetheOrderManagementupgrade.
SelectOrders,Returns>ImportOrdersfromthemenu.
Step4:RunAuto-createInstalledBaseprogramforServices(required)YoumustruntheAuto-createInstalledBaseprogrambeforeyoumovetothenewsystemtoensurethatalldatahasbeentransferredoutoftheOrderEntryServiceDetailsInterfacetables.
SelectInstalledBase>AutoCreateInstalledBase.
Step5:MakesureordersareinastatussupportedbyOrderManagement(required)MakesureOrdersHeadersandOrderLinesareinastatusthatissupportedbyOrderManagement.
Thefollowingtableshowssupportedstatuses.
Workflowhistoryisnotcreatedforclosedlinesororders.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoManufacturingandDistributionProductFamily3-56UpgradingOracleApplicationsRunontexc07.
sqltogetalist(ontexc07.
lst)ofOrderEntryOrdersandOrderLinesthatareincyclestatesthatarenotsupported.
TheCycleHistoryoftheseordersisnotupgradedtoWorkflow.
SeededActionAllowedStatus(otherthanNULLandNotApplicable)StatusNotAllowedCommentsForOrders:BookingAllCancelOrdersAllClose/Complete18-EligibleForOrderLines:PickRelease4-Released,5-Partial,18-EligibleBackOrderRelease4-Released,5-Partial,18-EligibleShipConfirm5-Partial,6-Confirmed,7-BackorderedCompleted,22-BackorderedPartial18-EligibleShipConfirmtheLineReceivablesInterface5-Partial,9-InterfacedtoAR,18-EligibleClose/Complete18-EligibleInventoryInterface5-PartiallyInterfaced,14-Interfaced13-InterfaceErrorFixerrorsandrunInterfaceprogram18-EligibleRunInventoryInterfaceprogramCancelLineAllServiceInterface14-Interfaced18-EligibleRuntheServiceInterfaceprogramPurchaseRelease5-Partial,6-Confirmed,14-Interfaced,18-EligibleManufacturingRelease18-Eligible4-ReleasedRuntheAuto-createconfigprogram19-WorkOrderCompleted20-WOpartiallycompletedCompleteworkorder21-WOcreatedCompleteworkorder23-ConfigurationcreatedRunAuto-createWorkOrderprogramDemandInterface14-Interfaced,18-EligibleRMAInterface14-Interfaced,16-PartiallyAccepted,17-CompletelyAccepted,18-EligibleManufacturingandDistributionProductFamilyCategory2—AfterYouReceivetheSoftware3-57ForUNIXusers:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc07.
sqlForNTusers:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc07.
sqlStep6:Closeopenpickslips/pickingbatchesoropendeliveries/departures(required)Forpickslip-basedShippingcustomers:Backorderorshipconfirmallopenpickslipsandpickingbatches.
SelectShipping>ShipConfirmbyPickListorShipping>ShipConfirmbyBatch.
Fordelivery-basedShippingcustomers:Backorderorshipconfirmallopendeliveriesanddepartures.
SelectShipping>ShipConfirmDeliveriesorShipping>ShipConfirmbyDepartures.
Step7:RuntheShippingInterfaceprograms(required)Youneedtorunthefollowingprogramsandensurethattheinterfacetablesareempty.
Theupgradedoesnottakeinterfacerecordsintoaccount,soallOrderEntrydatamustbeupgradedfromtheinterfacetables.
sUpdateShippingprogram(Shipping>UpdateShipping)sInventoryInterfaceprogram(Shipping>Interfaces.
EnterInventoryInterfaceintheNamefield)sReceivablesInterfaceprogram(Shipping>Interfaces.
EnterReceivablesInterfaceintheNamefield)Step8:ReviewItemValidationOrgsettings(required)Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)ManufacturingandDistributionProductFamily3-58UpgradingOracleApplicationsWhenmorethanoneresponsibilityisattachedtoanorganization,theresponsibilitiesmusthavethesameitemvalidationorgsettingstobesupportedbyOrderManagement.
Runontexc05.
sqltoproducealisting(ontexc05.
lst)oftheitemvalidationorgsettings.
Usethislisttodeterminewhichsettingsneedtobechanged.
Ifthevaliditemvalidationorgissetattheuserlevel,thesevalueswillnotbeupgraded.
ForUNIXusers:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc05.
sqlForNTusers:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc05.
sqlStep9:Validateinventoryorganizationdata(required)Thewshpre00.
sqlscriptvalidatesthefollowingdataforinventoryorganizations:sAllorganizationsinshippingparametersaredefinedandvalid.
Theymustalsohaveanenabledsubinventory.
sAllorganizationsareassignedtolocations.
Torunthisscript,typethefollowing:ForUNIXusers:$cd$WSH_TOP/patch/115/sql$sqlplus/@wshpre00.
sqlForNTusers:C:\>cd%WSH_TOP%\patch\115\sqlC:\>sqlplus/@wshpre00.
sqlReferencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoAdditionalInformation:OracleOrderEntry/ShippingUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:SQL*PlusUser'sGuideUsersmustlogoff:NoManufacturingandDistributionProductFamilyCategory2—AfterYouReceivetheSoftware3-59Reviewtheoutputfile(wshpre00.
lst).
Shippingparametersrecordswithoutvalidorganizationsshouldbepurgedbyyoursystemadministrator.
Haveyourapplicationspecialistassignaquantity-trackedsubinventorytoanyrecordthatdoesnothaveatleastone.
Inaddition,theapplicationspecialistshoulddefineandassignaninternal(HR)locationforeachinventoryorganizationdefinedinyoursystemthatdoesnotalreadyhaveone.
Step10:Reviewcyclesthatmaynotbeupgraded(required)OrderEntrycyclesreferencedbyopenordersareupgradedtoworkflowprocessesduringtheOrderManagementupgrade.
Somecyclesmaynotbeupgradedsuccessfullyduetovariousreasons:sthecycledefinitioniscorruptsthecycledefinitionisnotsupportedinOrderEntrysthecycledefinitionisextremelycomplexsthereisnoexactfunctionalequivalentinOrderManagementThepre-upgradescriptontexc08.
sqlcreatesalistofcycles(ontexc08.
lst)thatcannotbeupgradedandrecommendsactionsthatyoumaychoosetotake.
IfacycleisnotupgradedtoWorkflow,openordersreferencingthatcyclewillnotbeupgraded.
Torunontexc08.
sql:ForUNIXusers:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc08.
sqlForNTusers:C:\>cd$ONT_TOP\patch\115\sqlC:\>sqlplus/@ontexc08.
sqlOracleReleaseManagement/AutomotiveTasksPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntryUser'sGuideUsersmustlogoff:NoChecklistPerformedby1.
CreateReleaseManagementSpreadsheets(recommended)ProductSpecialist(VEA/RLM)ManufacturingandDistributionProductFamily3-60UpgradingOracleApplicationsStep1:CreateReleaseManagementSpreadsheets(recommended)ThisupgrademovesOracleAutomotive/ReleaseManagementfromapartner(3rd-party)solutiontoanOraclesolution.
Thismeansthatcertaindataexistsonlyinthepartnerproduct(RadleyCARaS)inRelease10.
7andRelease11.
0.
Inordertoupgradefromthe3rd-partysolutiontotheOraclesolutionautomatically,youmustusetheReleaseManagementSpreadsheets.
1.
CreateSpreadsheet1CreateReleaseManagementProcessingRulesparametervaluesforeachTradingPartnerandtheircorrespondinglocationsandcustomeritemsintheExcelspreadsheet(preupg1.
xls).
SomevaluesinCARaSmaybecase-sensitive,sobesuretoverifytheaccuracyofthedatayouenter.
2.
CreateSpreadsheet2Createthepre-upgradespreadsheetforCARaSturnarounddata(caras1.
xls).
MuchofthedataforcompletingthisspreadsheetisavailablebyrunningReleaseReportsinCARaS—forexample,ReleaseHistoryorFirm/PlanningRequirementsSummary.
Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleReleaseManagementImplementationManualUsersmustlogoff:NoNote:Ifyoudonotusethespreadsheets,thedataisnotautomaticallyincludedintheupgrade,andyoumustenteritmanuallyusingtheReleaseManagementProcessingRulesform.
Afterenteringallinputdata,importtheInputDataworksheetasacomma-delimitedtextfile,withthenamesetupdata.
txt,andstoreitinthedirectoryspecifiedintheECE:InboundFilePathprofileoption.
Note:ForecastsmaybemovedeithertoOracleOrderManagementorOraclePlanning.
AdditionalInformation:Automotivepage,OracleMetaLink;Appendix1,OracleReleaseManagementImplementationManualCategory3—PerformingtheUpgrade4-14Category3—PerformingtheUpgradeThischapterdescribesthepre-upgradetasksthatprepareyourOracleApplicationsproductsforanupgradeanddescribestheactionsthatarerequiredtostartAutoUpgrade,theutilitythatperformstheupgradeprocessing.
WerefertothesestepsasCategory3—onceyoubegintoperformthem,youcannotuseOracleApplicationsuntilafteryouhavesuccessfullycompletedyourupgrade.
Allusersmustbeloggedofftoperformthesesteps.
Inthischapter,youwillperformCategory3stepsforthefollowingproducts:ApplicationsTechnologyProductsInperformingtheCategory3steps,youmustperformtheSystemAdministrationtasksimmediatelybeforeyouperformtheDatabaseUpgradeTasks.
Therefore,thesestepshavebeenmovedtotheendofthischapter.
OracleAlertTasks4-2OracleProjectsTasks4-9OracleCommonCountriesFinancialsTasks4-12OraclePurchasingTasks4-21OracleCommonModulesTasks4-2OracleReceivablesTasks4-12OracleHumanResourcesTasks4-14OracleReleaseManagement/AutomotiveTasks4-23OracleInventory/CostManagement/WorkinProcessTasks4-14SystemAdministrationTasks4-25OracleOrderManagementTasks4-20OracleWorkflowTasks4-4OraclePayablesTasks4-6DatabaseUpgradeTasks4-28ApplicationsTechnologyProducts4-2UpgradingOracleApplicationsOracleAlertTasksStep1:Dropeventalerttriggersincustomschemas(conditionallyrequired)Dropalleventalertdatabasetriggerscreatedincustomschemas.
Thetriggerswillbere-createdaftertheupgrade.
Runalrdtrig.
sqlfromyournewAPPL_TOP.
ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@alrdtrig.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@alrdtrig.
sqlThescriptdisplaysthefollowingmessageandexitsSQL*Plus:"Rerunalrdtrig.
sql,whichislocatedinthepreupgsubdirectoryoftheadmindirectoryunderAPPL_TOP,foreachcustomschema.
Ifalrdtrig.
sqlhasbeenrunforallcustomschemas,thenopeneach[schema].
sql(createdbythisscript),whichcanbefoundinthecurrentdirectory,andmanuallydeletethedroptriggerstatementswhichdonotbelong.
Thenrunthefollowingstatementforeachschema:sqlplusapps_username/password@[schema].
sql"Youshouldreviewtheresulting[schema].
sqlfilesinyourcurrentdirectoryanddeleteanydroptriggerstatementsthatdonotbelong.
LogintoSQL*Plusandruneachofthe[schema].
sqlfilestodropthetriggersineachcustomschema.
OracleCommonModulesTasksChecklistPerformedby1.
Dropeventalerttriggersincustomschemas(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistPerformedby1.
DeleteallAKdataforProduction16GlobalDemodatabases(conditionallyrequired)SystemAdministrator2.
CheckforinvalidAKdatainnon-GlobalDemodatabases(conditionallyrequired)SystemAdministratorApplicationsTechnologyProductsCategory3—PerformingtheUpgrade4-3Step1:DeleteallAKdataforProduction16GlobalDemodatabases(conditionallyrequired)DatainProduction16GlobalDemodatabasesisnotsupportedinRelease11i.
ToremovealldatawhenupgradingaGlobalDemodatabase,runthefollowingscriptfromyournewAPPL_TOP:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@akdelp16.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@akdelp16.
sqlStep2:CheckforinvalidAKdatainnon-GlobalDemodatabases(conditionallyrequired)Toupgradefromanon-GlobalDemodatabase(Production16.
1orhigher):RunthefollowingscriptfromyournewAPPL_TOP:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@akchkp16.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@akchkp16.
sqlThescriptgeneratesakchkp16.
rpt,whichyouwillreviewasapartofthenextstep.
3.
Fixinvaliddatainnon-GlobalDemodatabases(conditionallyrequired)ApplicationSpecialistPerformifupgradingfrom:10.
7,10SCProduction16Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesPerformifupgradingfrom:10SCProduction16.
1(orhigher),11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoChecklistPerformedbyApplicationsTechnologyProducts4-4UpgradingOracleApplicationsToupgradefromRelease11.
0:RunthefollowingscriptfromyournewAPPL_TOP:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@akchkr11.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@akchkr11.
sqlThescriptgeneratesakchkr11.
rpt,whichyouwillreviewasapartofthenextstep.
Step3:Fixinvaliddatainnon-GlobalDemodatabases(conditionallyrequired)Ifyouareupgradinganon-GlobalDemodatabasefromProduction16(orhigher):Reviewakchkp16.
rptforinvaliddata.
UsetheappropriateOracleApplicationsformstocorrectinvaliddatabeforeyouupgradetoRelease11i.
RepeatSteps1and2(fromyouroldAPPL_TOP)untilthereisnoinvaliddata.
IfyouareupgradingfromRelease11.
0:Reviewakchkr11.
rptforanyinvaliddata.
UsetheappropriateOracleApplicationsformstocorrectinvaliddatabeforeyouupgradetoRelease11i.
RepeatSteps1and2(fromyouroldAPPL_TOP)untilthereisnoinvaliddata.
OracleWorkflowTasksStep1:Updatetheprotectionandcustomizationlevelsofseededitemtypes(recommended)Performifupgradingfrom:10SCProduction16(orhigher),11.
0Performedby:ApplicationSpecialistReferencemanual:NoUsersmustlogoff:NoChecklistPerformedby1.
Updatetheprotectionandcustomizationlevelsofseededitemtypes(recommended)SystemAdministrator/ApplicationSpecialist(Workflow)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationSpecialist(Workflow)Referencemanual:OracleWorkflowGuideUsersmustlogoff:YesApplicationsTechnologyProductsCategory3—PerformingtheUpgrade4-5PriorversionsofOracleWorkflowincludedseededitemtypes.
Althoughtheprotectionlevelfortheseitemtypesissetataleveltodiscouragecustomizations,youcanstillchangeyouraccesslevelandcustomizetheseededobjects.
Suchchanges,however,maypreventthenewseeddataintheupgradefromloadingproperlywhenyouusetheWorkflowDefinitionsLoader.
Therefore,foreveryitemtypecurrentlyseededinyourdatabase,youcantakeoneofthefollowingactions:ActionResultDonothing.
Preservestheexistingprotectionandcustomizationlevelsofseededobjectsandguaranteesthatanycustomizationsmadetotheseeddata(andchosetopreserve)arenotoverwritten.
Runwfprotrst.
sqlforselectedseededitemtypestoresettheprotectionandcustomizationlevels.
Resetstheprotectionandcustomizationlevelfortheselecteditemtype.
TheresultofthisactionisthattheRelease11iupgradeisguaranteedtoload.
Notethatifyourunthisscript,anypriorcustomizationstotheseededitemtypewillbelost,butanynewdatathatyoumayhaveaddedtotheitemtypewillbepreservedduringtheupgrade.
Torunthescript,typethefollowingfromthenewAPPL_TOP:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/\@wfprotrstForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/\@wfprotrstRunwfrmitt.
sqlforselectedseeditemtypes.
Completelydeletestheitemtypeandanyassociatedcustomizationsfromthedatabase,sothatthecorrespondingseeditemtypeintheRelease11iupgradelookslikeanewinstallation.
Youshouldconsiderthisoptiononlyifyouhaveneverusedtheitemtypeinyourproductionenvironment.
Torunthescript,typethefollowingfromthenewAPPL_TOP:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@wfrmittForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@wfrmittFinancialsProductFamily4-6UpgradingOracleApplicationsTodetermineyouritemtypes,typethefollowingatanyprompt:$sqlplus/SQL>selectITEM_TYPEfromWF_LOOKUP_TYPESFinancialsProductFamilyThefollowingCategory3tasksarerequiredorrecommendedtoupgradetheproductsintheFinancialsproductfamily.
OraclePayablesTasksStep1:Updateexistingpaymentrecords(conditionallyrequired)IfanypaymentshavebeenenteredusingPayables11.
0.
2,youneedtorunb1275619.
sqlonyourdatabasetopreparefortheupgradeprocess.
Thisscriptisincludedinstand-alonepatch1275619,whichisavailableonOracleMetaLink.
Toobtainthepatch,loginastheappsuser.
YoudonotneedtoperformthisstepifyouhaveneverinstalledOracleApplicationsRelease11.
0.
2,orifyourfirstinstallationwasafter11.
0.
2.
AdditionalInformation:WorkflowAdministrationScripts,OracleWorkflowGuide;OracleWorkflowAccessProtectionandUsingtheWorkflowDefinitionsLoadersections,OracleWorkflowGuide.
ChecklistPerformedby1.
Updateexistingpaymentrecords(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)2.
Determineexchangeratesfornewaccountingdatamodel(MRC)(conditionallyrequired)ApplicationSpecialist(Payables)3.
ImportandpurgePayablesOpenInterfaceinvoices(required)ApplicationSpecialist(Payables)4.
ImportandpurgeInvoiceImportInterfaceexpensereportsandinvoices(required)ApplicationSpecialist(Payables)Performifupgradingfrom:11.
0.
2orlaterPerformedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoff:NoFinancialsProductFamilyCategory3—PerformingtheUpgrade4-7Step2:Determineexchangeratesfornewaccountingdatamodel(MRC)(conditionallyrequired)YouwillneedcertainexchangeratesinCategory5toupgradeexistingAP/MRCdataforthenewaccountingdatamodel.
Todeterminetheseexchangerates,runapumccur.
sql.
RunningthisscripthasnoeffectonReceivables,asthescriptgetsPayablesexchangeratesonlyforexchangeratefieldsthatdidnotexistbeforetheupgrade.
RunthisscriptforeachAPPSschema(fromthenewAPPL_TOP).
Payspecialattentiontotheinstructionsinthescript.
Amongotherinformation,theyindicatewhichdailyratescombinationsmustbedefined.
ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@apumccur.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apumccur.
sqlYoudefinetheratesfromtheGLresponsibility.
NavigatetoSetup>Currencies>Rates>Daily.
Rerunthescriptandentermissingratesuntilthereportisclean.
Step3:ImportandpurgePayablesOpenInterfaceinvoices(required)ImportandpurgeallinvoicesthatareinthePayablesOpenInterfacetables.
1.
AsthePayablesManager,chooseInvoices>Entry>OpenInterfaceInvoices.
2.
QueryallinvoicesandnotethenameofanythathasanullvalueintheStatusfield.
Theseinvoicesneedtobeimported.
3.
TosubmitthePayablesOpenInterfaceImportprogram,chooseRequests>Run.
SelectSingleRequestandchooseOK.
TypePayablesOpenInterfaceImportinthePerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:MultipleReportingCurrenciesinOracleApplicationsUsersmustlogoff:YesAdditionalInformation:EnteringDailyRates,OracleApplicationsGeneralLedgerUser'sGuidePerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:OpenInterfaceImport(OraclePayablesUser'sGuide,Release11or11i)Usermustlogoff:NoFinancialsProductFamily4-8UpgradingOracleApplicationsRequestNamefield.
EntereachsourceintheParameterswindow,chooseYesforthePurgeparameter,andclickSubmitRequest.
4.
Eachtimetheimportprocesscompletes,PayablesautomaticallyproducesthePayablesOpenInterfacereport.
Revieweachreport,resolveanyoutstandingexceptions,andresubmittheimportprogramuntilyouhaveimportedalloutstandinginvoices.
5.
Topurgeinvoicedatathathasbeenimportedsuccessfullybutwhichremainsinthetables.
ChooseRequests>Run,selectSingleRequest,andchooseOK.
TypePayablesOpenInterfacePurgeintheRequestNamefieldandclickSubmitRequest.
Step4:ImportandpurgeInvoiceImportInterfaceexpensereportsandinvoices(required)ImportandpurgeallinvoiceandexpensereportrecordsthatareinthePayablesInvoiceImportinterfacetables.
1.
RunthefollowingscriptfromyournewAPPL_TOPtoidentifyinvoiceandexpensereportrecordsthatyouneedtoimport:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@apuinimp.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apuinimp.
sql2.
Thescriptproducesapuinimp.
lst,whichlistsforeachoperatingunitanysourcesforwhichyouneedtoimportrecordsandthenumberofrecordsthatneedtobeimported.
Iftherearenorecordslisted,thisstepiscomplete.
Iftherearerecordslisted,youneedtoimportthem.
3.
InPayables,importtherecordsforeachoperatingunit.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:SubmitInvoiceImport,(OraclePayablesUser'sGuide,Release10.
7);PayablesInvoiceImportProgram,(OraclePayablesUser'sGuide,Release11)Usermustlogoffthisapplication:NoFinancialsProductFamilyCategory3—PerformingtheUpgrade4-9sIfyouareupgradingfromcharacter-mode,navigatetotheSubmitInvoiceImportforminyouroldAPPL_TOP.
Foreachsource,submitimportandentertodayasthepurgedate.
sIfyouareupgradingfromGUI,chooseOther>Requests>RuninyouroldAPPL_TOPtonavigatetotheSubmitRequestwindow.
SelectSingleRequestandchooseOK.
SubmitthePayablesInvoiceImportprogram.
Submittheprogramforeachsource,andentertodayasthepurgedate.
4.
Eachtimetheimportprocessiscomplete,PayablesautomaticallyproducesthePayablesInvoiceImportExceptionsreport.
Revieweachreport,resolveanyoutstandingexceptions,andresubmitthePayablesInvoiceImportprogramuntilyouhaveimportedalloutstandingrecords.
5.
Purgeanyremainingrecordsthathavebeenimportedsuccessfullybutstillremaininthetables.
PerformthesestepsfromyouroldAPPL_TOP.
sIfyouareupgradingfromcharacter-mode,navigatetotheSubmitInvoiceImportform.
Enterthecurrentdateasthepurgedate.
sIfyouareupgradingfromGUIandyousubmitPayablesInvoiceImportwithapurgedateanduseauser-definedsource,Payablesautomaticallypurgesallsuccessfullyimportedrecords,regardlessofsource.
OracleProjectsTasksStep1:SubmitandobtainapprovalforalltimecardsenteredinPTEorProjectTimeandExpense(conditionallyrequired)ChecklistPerformedby1.
SubmitandobtainapprovalforalltimecardsenteredinPTEorProjectTimeandExpense(conditionallyrequired)ApplicationSpecialist(Projects)2.
Correctexcessrevenueaccruedfornegativeamountevents(conditionallyrequired)ApplicationSpecialist(Projects)3.
Backupcustomclientextensionpackagesandviews(conditionallyrequired)TechnicalSpecialist4.
PerformProjectsCategory1andCategory2Stepsagain(required)ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesFinancialsProductFamily4-10UpgradingOracleApplicationsYoumustperformthisstepifyouusedPersonalTimeandExpense(PTE)inRelease10.
7orProjectTimeandExpensetoentertimecardinformationinRelease11.
0.
PTEandProjectTimeandExpensearenolongersupported.
TimecardentryisnowperformedintheSelf-ServiceTimeapplication.
BeforeyourunAutoUpgrade,youmustsubmitalltimecardsthathavebeenenteredinyourexistingapplicationandobtainapprovalforeachone.
YouwillimplementSelf-ServiceTimeafteryourunAutoUpgrade.
Notimecardsshouldbeenteredafteryouperformthisstepuntiltheupgradeiscomplete.
Step2:Correctexcessrevenueaccruedfornegativeamountevents(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled,andallthefollowingconditionsapply:youhavenotappliedpatchsetD(Release10.
7),youhavenotupgradedtoRelease11.
0.
2orlater,andyouhavenotappliedthestand-alonepatch634580.
Ifyouhaveappliedanyofthesepatches,patchsets,orupgrades,donotperformthisstep.
ThissteppertainstonegativeamounteventsaccruingoverstatedrevenueamountsduringtheGenerateDraftRevenueprocess.
Projectsnowgeneratesthecorrectrevenueamounts.
Runpa634580.
sqlfromyournewAPPL_TOPtoreportexistingoverstatedrevenue.
ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@pa634580.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa634580.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Youcanenterarangeofprojectstoreduceprocessingtime.
Thescriptproducesareportcalledpa634580.
lst,whichliststheprojectandtasknumber,eventnumber,andtheeventamountforalleventswhererevenueisaccruedbeyondthesoftlimit.
TocorrecttheAdditionalInformation:OraclePersonalTimeandExpenseSystemAdministrator'sGuide;OracleProjectTimeandExpenseUser'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesFinancialsProductFamilyCategory3—PerformingtheUpgrade4-11data,createarevenuewrite-offeventforeachoverstatedamount,followingthesestepsfromyouroldAPPL_TOP:1.
ChooseBilling>EventsandselecteitherProjectorAlltonavigatetotheFindProjectEventswindow.
2.
Queryfortheprojectyouwanttocorrect.
3.
ChooseNewtodisplaytheEventDetailswindow.
4.
EntertheTaskNumber(ifyouwanttocreateatasklevelevent).
5.
SelectanEventTypethathasaneventclassificationofWrite-Off.
6.
IntheRevenueAmountfield,entertheamountlistedinpa634580.
lstfortheprojectandtask.
7.
CompletetheEventDate,Organization,andDescriptionfieldsandsaveyourwork.
8.
Repeatthesestepsforeachoverstatedamountonthepa634580.
lstreport.
Afteryoucreatetherequiredrevenuewrite-offevents,runtheGenerateDraftRevenueprocessfromtheSubmitRequest(Requests>Run)windowforeachaffectedproject.
Step3:Backupcustomclientextensionpackagesandviews(conditionallyrequired)Backupanycustomclientextensionpackagesandviewsyouhavecreated.
YouwillrestorethemafteryourunAutoUpgrade.
RunthebackupfromyouroldAPPL_TOP.
Step4:PerformProjectsCategory1andCategory2Stepsagain(required)AdditionalInformation:Events,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoUsersmustlogoff:YesAdditionalInformation:OracleApplicationsDeveloper'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesCountry-specificFinancialsProductFamily4-12UpgradingOracleApplicationsYoumustruntheCategory1steps2–4andCategory2steps1–7forProjectsagainatthistimetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
SeeChapter2andChapter3fordetails.
OracleReceivablesTasksStep1:Droptaxvendorsynonyms(conditionallyrequired)Completethisstepifyouhaveeveruseda3rd-partytaxvendor,suchasTaxwareorVertex.
InRelease10.
7,synonymstotaxviewswererequiredtousethis3rd-partyvendors.
Theseviewsarenolongerrequiredandmustbedroppedfortheupgradetorunsuccessfully.
Runthefollowingscripttodropthesesynonyms:ForUNIXusers:$cd$AR_TOP/patch/115/sql$sqlplus/@ar115vds.
sqlForNTusers:C:\>cd%AR_TOP%\patch\115\sqlC:\>sqlplus/@ar115vds.
sqlCountry-specificFinancialsProductFamilyThefollowingCategory3tasksarerequiredorrecommendedtoupgradetheproductsintheCountry-specificFinancialsproductfamily.
OracleCommonCountriesFinancialsTasksChecklistPerformedby1.
Droptaxvendorsynonyms(conditionallyrequired)SystemAdministrator/ApplicationSpecialist(Receivables)Performifupgradingfrom:10.
7Performedby:SystemAdministrator/ApplicationSpecialist(Receivables)Referencemanual:NoUsersmustlogoff:NoChecklistPerformforthiscountry.
.
.
1.
PartitionEFTsystemformatsinformationbyoperatingunit(conditionallyrequired)Germany,Netherlands,Norway,Sweden,SwitzerlandCountry-specificFinancialsProductFamilyCategory3—PerformingtheUpgrade4-13Step1:PartitionEFTsystemformatsinformationbyoperatingunit(conditionallyrequired)PerformthissteponlyifyouarealreadyusingMulti-Orgfunctionality.
TheJG_ZZ_SYSTEM_FORMATStablewaspartitionedforMulti-Org(byoperatingunit)forRelease11.
0.
WhenyouupgradefromRelease10.
7toRelease11i,youmustpartitionthetablebeforethetableisconvertedtoMLS.
Youmustassignyourexistingdatatoanappropriateoperatingunitforittobeaccessible.
Assigningthedataisatwo-stepprocess.
YoumustperformbothstepsforeachinstallationofOraclePayables.
1.
AddtherequiredORG_IDcolumntotheJG_ZZ_SYSTEM_FORMATStablebyrunningthisscript:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@jgzzper1.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jgzzper1.
sql2.
Partitiontheexistingdatabyoperatingunitbyrunningjgzzper2.
sqlonceforeverycombinationofcountrycodeandEFTtypethatexistsinthedatabaseuntileachentryisassignedtoanoperatingunit.
ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@jgzzper2.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jgzzper2.
sqlPerformforthiscountry:Germany,Netherlands,Norway,Sweden,andSwitzerlandPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorUsersmustlogoff:YesHRMSProductFamily4-14UpgradingOracleApplicationsHRMSProductFamilyThefollowingCategory3tasksarerequiredorrecommendedtoupgradetheproductsintheHRMSproductfamily.
OracleHumanResourcesTasksStep1:RemovetriggersspecifictoPayMIX(required)Applypatch1276902,whichexecutesascripttoremovethefollowingPayMIXtriggers.
PAY_PDT_BATCH_CHECKS_WHOandPAY_PDT_BATCH_HEADERS_WHO.
ThisisnecessarytoavoidthepossibilityofcontentionbetweenexistingscriptsintheRelease11iupgradeprocess.
Youmustperformthisstepnow.
RemovingthetriggersbeforeyoushutdownyoursystemfortheupgradewilldisablePayMIXprocessing.
ManufacturingandDistributionProductFamilyThefollowingCategory3tasksarerequiredorrecommendedtoupgradetheproductsintheManufacturingandDistributionproductfamily.
Becausetheyarecloselyrelated,thetasksforOracleInventory,OracleCostManagement,andOracleWorkinProcessarelistedunderasingleheading.
OracleInventory/CostManagement/WorkinProcessTasksChecklistPerformedby1.
RemovetriggersspecifictoPayMIX(required)SystemAdministratorPerformifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistMenuResponsibility>function1.
Completephysicalinventoriesinprocess-INV(recommended)ManufacturingandDistributionManager>Inventory2.
Processalldataintemporaryandinterfacetables-INV(required)ManufacturingandDistributionManager>Inventory3.
Verifythatnouncostedtransactionsexist-StandardandAverageCosting(required)ManufacturingandDistributionManager>CostManufacturingandDistributionProductFamilyCategory3—PerformingtheUpgrade4-15Step1:Completephysicalinventoriesinprocess-INV(recommended)Becauseyoushouldnotperformanupgradeinbetweenbusinessprocesses,youshouldcompleteanyphysicalinventoriesinprocessbeforetheupgrade.
Todothis,entertagcountsandperformadjustmentsforeachunfinishedprocess.
CompletethisstepfromyouroldAPPL_TOP.
Todisplayphysicalinventorytaginformation:1.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetothePhysicalInventoryTagCountswindow(Counting>PhysicalInventory>TagCounts).
2.
Enterthephysicalinventory.
3.
EntertheemployeewhoperformedthephysicalinventoryintheDefaultCounterfield.
OracleInventoryusesthisvalueasthedefaultfortheCountedByfieldofeachtag.
4.
Enterorquerythetagnumberforwhichtoentercountsusingoneofthefollowingoptions:ChoosetheFindbutton.
ChooseYesorNotoqueryalltags.
IfyouchooseNo,youcaneitherentertagnumbersindividuallyorusetheFindfeatureontheQuerymenutoqueryasubsetoftags.
Entertagnumbersindividually.
Youcanenterexistingtagsindividually.
Whenyouenteratagnumbertheiteminformationforthattagappears.
UsetheFindfeatureontheQuerymenu.
Youcanqueryasubsetoftagsmatchingthesearchcriteriayouenterinthefindwindow.
4.
Runinventoryvaluationreports-INV(recommended)ManufacturingandDistributionManager>Cost5.
RunWIPValuereport-StandardandAverageCosting(recommended)ManufacturingandDistributionManager>Cost6.
Closeallaccountingperiods-StandardandAverageCosting(recommended)ManufacturingandDistributionManager>CostPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideUsersmustlogoff:YesChecklistMenuResponsibility>functionManufacturingandDistributionProductFamily4-16UpgradingOracleApplicationsToentercountsfordefaulttags:1.
Followthestepsfordisplayingphysicalinventorytaginformation.
2.
Entercountinformation.
3.
Saveyourwork.
Toentercountsforblankordynamictags:1.
Followthestepsfordisplayingphysicalinventorytaginformation,butintheTagfieldenteratagnumber.
2.
Entertheitemassociatedwiththetag.
3.
Entertherevisionoftheitem.
Youcanenteravaluehereiftheitemisunderrevisionquantitycontrol.
4.
Enterthesubinventoryinwhichyoucountedtheitem.
5.
Enterthelocatorassociatedwiththesubinventory.
Youcanenteravaluehereiftheitemisunderlocatorcontrol.
6.
Enterthecountquantity(numbercounted)forthetag.
7.
Enterthecountunitofmeasure(UOM).
8.
Enterthenameoftheemployeewhocountedtheitem(CountedBy).
9.
Enterthelotnumberassociatedwiththeitem.
Thisentryisrequirediftheitemisunderlotnumbercontrol.
10.
Entertheserialnumberassociatedwiththeitem.
Thisentryisrequirediftheitemisunderserialnumbercontrol.
11.
Saveyourwork.
Toapprovephysicalinventoryadjustments:1.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetotheApprovePhysicalAdjustmentsSummarywindow(Counting>PhysicalInventory).
2.
Enterthenameofthephysicalinventory3.
Enterthenameoftheemployeeapprovingtheadjustments.
4.
SelectanadjustmenttoapproveandchecktheApproveoption.
Note:Youmusteitherapproveorrejectalladjustmentsforaphysicalinventorybeforeyoucanprocessyouradjustments.
5.
Saveyourwork.
ManufacturingandDistributionProductFamilyCategory3—PerformingtheUpgrade4-17Toprocessphysicalinventoryadjustments:1.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetothePhysicalInventoriesSummaryfolderwindow.
2.
Selectthephysicalinventoryyouwanttouse.
3.
ChooseLaunchadjustmentsfromtheToolsmenu.
TheLaunchAdjustmentswindowappears.
4.
Entertheadjustmentaccountnumberagainstwhichadjustmentsshouldbecharged.
5.
Entertheadjustmentdate.
6.
ChoosetheLaunchAdjustmentsbuttontosubmittheconcurrentrequestforadjustments.
Step2:Processalldataintemporaryandinterfacetables-INV(required)Beforeyouperformthisstep,makesurethebackgroundprocessorisrunning.
1.
NavigatetoInventory>Setup>Transactions>InterfaceManagers.
2.
FromtheSpecialmenu,chooseLaunchManagersforeachmanager.
Ensurethatyoucompletealltransactionssothatnoinformationremainsinthetemporary(MTL_MATERIAL_TRANSACTIONS_TEMP)tableorintheinterfacetables(MTL_TRANSACTIONS_INTERFACEandMTL_DEMAND_INTERFACE).
RunthesestepsfromyouroldAPPL_TOP.
Toviewpendingtransactions:1.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetotheFindPendingTransactionswindow(Transactions>PendingTransactions).
2.
Entersearchcriteriaforthependingtransactionsyouwanttoview.
3.
ChooseFindtostartthesearch.
TheresultsdisplayinthePendingTransactionswindow.
AdditionalInformation:OverviewofPhysicalInventory,OracleInventoryUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideUsersmustlogoff:YesManufacturingandDistributionProductFamily4-18UpgradingOracleApplications4.
Selectatabbedregiontodisplayatypeofinformation:Error,Location,Source,Intransit,orOther.
Toresubmittransactionstothedemandmanagerforprocessing:1.
InthePendingTransactionswindow,selecttheSubmitoptionnexttothetransactionsyouwanttoresubmitorchooseResubmitAllfromtheSpecialmenu.
2.
Saveyourwork.
Step3:Verifythatnouncostedtransactionsexist-StandardandAverageCosting(required)VerifyingthatalltransactionsenteredarecostedensuresconsistencyasyouupgradetoRelease11i.
Toverifythatnouncostedtransactionsexist,youneedtocheckmaterialinventorytransactionsandWIPpendingresourcetransactions.
PerformthesestepsfromyouroldAPPL_TOP.
AstheManufacturingandDistributionManager,choosetheCostfunction.
NavigatetoViewTransactions>MTLTransactions.
ThenchoosetheWIPfunction,andnavigatetoPendingResourceTransactionsIfupgradingfromRelease10.
7(character-mode):SeeViewTransactions,OracleInventoryReferenceManual,Release10,formoreinformation.
IfupgradingfromRelease10.
7NCA:SeeViewPendingTransactions,OracleInventoryReferenceManual,Release10SC,formoreinformation.
Step4:Runinventoryvaluationreports-INV(recommended)AdditionalInformation:OverviewofInventoryTransactions,OracleInventoryUser'sGuidePerformifupgradingfrom:Release10.
7,11.
0Performedby:ApplicationSpecialist(CostManagement)Referencemanual:OracleCostManagementUser'sGuide,OracleInventoryUser'sGuide,andOracleWorkinProcessUser'sGuideUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:NoUsersmustlogoff:YesManufacturingandDistributionProductFamilyCategory3—PerformingtheUpgrade4-19Toprepareforinstallingthisrelease,youneedcertainvalidationtotals.
Afteryouhavecompletedyourinventorytransactions,runtheElementalValuereport,theSubinventoryValuereport,andifyouuseintransit,theIntransitValuereport.
AstheManufacturingandDistributionManager,choosetheCostresponsibilityunderyouroldAPPL_TOP.
NavigatetoReports>Value.
Ataminimum,runthesereportssortedbyitemandbysubinventory.
IntheAfterUpgradesteps,youwillrunotherinventoryvaluationreports,andcompareyourRelease10.
7orRelease11inventorybalanceswithRelease11ibalances.
Step5:RunWIPValuereport-StandardandAverageCosting(recommended)Inpreparationforanupgrade,youneedcertainvalidationtotals.
Afteryouhavecompletedyourinventoryandworkinprocesstransactions,runtheWIPValuereportforyourlatestaccountingperiod.
Ataminimum,runthisreportforalljobsandrepetitiveschedulesusingtheclasssortandjob/schedulesort.
UseyouroldAPPL_TOP.
1.
AstheManufacturingandDistributionManager,choosetheCostfunction.
NavigatetoReport>Value(WIPValuereport).
2.
ChooseSingleRequestoraRequestSet(theSubmitRequestwindowappears).
3.
IntheNamefield,selectWIPValueReport(theParameterswindowappears).
4.
EnterthereportparametersandchooseOK(returnstotheSubmitRequestwindow).
5.
ChooseSubmittoruntheWIPValueReport.
Intheupgradefinishingsteps,youwillrunthesereportsagainandcompareyourRelease10.
7orRelease11.
0withtheassociatedRelease11ibalances.
IfyouareupgradingfromOracleWorkinProcess,Release10.
710SC,seeWIPValueReportintheOracleWorkinProcessUser'sGuide,Release10SC.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(InventoryorCostManagement)Referencemanual:OracleInventoryUser'sGuideandOracleCostManagementUser'sGuideUsersmustlogoff:YesRequiresConcurrentManager:YesAdditionalInformation:WIPValueReport,OracleWorkinProcessReferenceManual,Release10.
7or11.
ManufacturingandDistributionProductFamily4-20UpgradingOracleApplicationsStep6:Closeallaccountingperiods-StandardandAverageCosting(recommended)Closingopenperiodsisrecommended,butnotrequiredexceptforsetsofbooksthatusetheGlobalAccountingEngine.
Closingpastperiodsishighlyrecommended.
Closingyouraccountingperiodsummarizescostsbasedontransactions.
AstheManufacturingandDistributionManager,choosetheCostfunction.
NavigatetoAccountingCloseCycle>InventoryAccountingPeriods.
IfyouareupgradingfromRelease10.
710SC,seePeriodClose,OracleCostManagementUser'sGuide,Release10SC.
OracleOrderManagementTasksStep1:RepeatCategory2steps1–10(required)IfyouhavenotyetperformedtheOrderManagementCategory2steps,orifyouhaveprocessednewtransactionssinceyoucompletedthesteps,youneedtorepeatthemnowsothatthedataintheinterfacetableswillbereadyfortheupgrade.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideorOracleCostManagementUser'sGuideUsersmustlogoff:YesRequiresConcurrentManager:YesAdditionalInformation:Closeallaccountingperiods(required),GlobalAccountingEngineTasks,Category2,Step5.
ChecklistMenuResponsibility>function1.
RepeatCategory2steps1–10(required)ApplicationSpecialist(OrderEntry/Shipping2.
Setuputl_file_dirparameter(required)ApplicationSpecialist(OrderEntry/ShippingPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoAdditionalInformation:OracleOrderManagementTasks,Chapter3.
ManufacturingandDistributionProductFamilyCategory3—PerformingtheUpgrade4-21Step2:Setuputl_file_dirparameter(required)Ensurethatatleastonedirectorywithwritepermissionsisspecifiedintheutl_file_dirparameterforthedatabase.
Tochecktheparameter,issuethisSQLstatement:$selectvaluefromv$parameterwherename='utl_file_dir'OraclePurchasingTasksStep1:SetMRPprofileoptions(conditionallyrequired)WhenupgradingfromRelease10.
7,AutoUpgradereplacesAutoSourceruleswithenhancedsourcingrulesandApprovedSupplierList(ASL)entries,whichofferamorepowerfulandflexiblewayofsourcing.
AutoUpgradeassignsdefaultprofileoptionvaluesforMRP:DefaultSourcingAssignmentSetandMRP:SourcingRuleCategorySet.
AfteryourunAutoUpgradeandperformtheAftertheUpgradePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoNote:Thelogsfortheupgradescriptusedtogeneratethedefaultingandconstraintspackages(ontupg50.
sqlandontupg51.
sql)arewrittentothefirstdirectoryspecifiedinthisparameter.
So,iftheutl_file_diris/sqlcom/log,/sqlcom/out,thelogiswrittentosqlcom/log/DEFAULTING_GENERATORlogand/sqlcom/log/CONSTRAINTS_GENERATOR.
logrespectively.
ChecklistPerformedby1.
SetMRPprofileoptions(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministrator2.
DropICXindex(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:Release10.
7NCA,10SCPerformedby:ApplicationsSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesManufacturingandDistributionProductFamily4-22UpgradingOracleApplicationssteps,youcanmodifyyournewlyenhancedsourcingrulesandASLentriestosuityourindividualbusinessneeds.
Ifupgradingfrom10.
7character-mode,omitthisstep.
TheprofileoptionMRP:DefaultSourcingAssignmentSetgetsitsassignmentsetnamefromtheSourcingRule/BillofDistributionAssignmentswindow,whichisnotavailableincharacter-mode.
Youwillsettheseprofileoptionsinapost-upgradestep.
IfyoudidnotuseAutoSourceRulesinRelease10.
7,youdonothavetoperformthisstep.
Toprovideavaluefortheprofileoptions:1.
FromyouroldAPPL_TOP,navigatetotheSystemProfileValueswindowintheSystemAdministratorresponsibility.
2.
QueryforMRP:SourcingRuleCategorySetandMRP:DefaultSourcingAssignmentSettomakesurethatvaluesareprovidedattheSitelevel.
SettheprofileoptionMRP:SourcingRuleCategorySettothenameofthedefaultcategorysetusedbyPurchasing.
YoucanfindthiscategorysetintheDefaultCategorySetswindow.
FromthePurchasingresponsibility,chooseSetup>Items>Categories>DefaultCategorySets.
UsetheCategorysetnamethatappearsnexttothePurchasingFunctionalarea.
SettheprofileoptionMRP:DefaultSourcingAssignmentSettotheassignmentsetthatistobeusedbyPurchasing.
IfyoualreadyhaveasourcingruleassignmentsetthatyouuseforPurchasing,choosethatassignmentsetforthisprofileoptionvalue.
Ifyoudonothaveanassignmentset,usetheSourcingRule/BillofDistributionAssignmentswindowtocreateone.
FromthePurchasingresponsibility,chooseSupplyBase>AssignSourcingRules.
Createanassignmentsetnameandsaveit.
ThenchoosethisassignmentsetnameintheMRP:DefaultSourcingAssignmentSetprofileoption.
AdditionalInformation:AutomaticSourcing,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideAttention:Purchasingusesjustoneassignmentset—theoneindicatedinthisprofileoption.
Therefore,AutoUpgradeassignsallofyournewlycreatedsourcingrulestotheassignmentsetnameindicatedinthisprofileoption.
ManufacturingandDistributionProductFamilyCategory3—PerformingtheUpgrade4-23Step2:DropICXindex(conditionallyrequired)PerformthissteponlyifyouhaveinstalledanyversionofWebRequisitionsorSelf-ServicePurchasingversion4.
0orearlier.
Otherwise,omitthisstep.
Applyingpatch1276916dropstheindexICX_POR_CATEGORY_DATA_SRCS_N2(ontheICX_POR_CATEGORY_DATA_SOURCEStable)fromthedatabase.
AutoUpgraderequiresthisactiontosuccessfullycompletetheupgrade.
YoucanobtainthispatchfromOracleMetaLink(http://www.
oracle.
com/support/).
OracleReleaseManagement/AutomotiveTasksStep1:StopprocessingofinbounddemandEDItransactionsinCARaS(required)Beforeyouupgrade,thecustomerinbounddemandpicturemustbefrozenandfullyprocessedinRelease11OracleOrderEntryandOraclePlanning.
ThisrequiresstepswithinRadleyCARaSandtheOracleDemandProcessortoensurethatinbounddemandtransactionprocessinghashaltedandalldemandreceivedbyCARaShasbeenfullyprocessedthroughCARaSandOracleDemandProcessorbeforetheDemandUpgradeprocessisstarted.
1.
StopprocessingofoutboundASNandInvoiceEDItransactionsinCARaS.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistPerformedby1.
StopprocessingofinbounddemandEDItransactionsinCARaS(required)ProductSpecialist(VEA/RLM)2.
EnsurethatalldemandinCARaShasbeenexportedtoOracleAutomotive(required)ProductSpecialist(VEA/RLM)3.
PrintStatusInquiryreport(required)ProductSpecialist(VEA/RLM)4.
PrintDemandStatusInquiryreport(required)ProductSpecialist(VEA/RLM)Performifupgradingfrom:Release10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:CARaSUser'sGuideUsersmustlogoff:YesManufacturingandDistributionProductFamily4-24UpgradingOracleApplications2.
StopCARaSprocessingforthefollowinginboundEDIdemandtransactionforallCARaSTradingPartners:sPlanningSchedules(830orEDIFACTequivalent)sShippingSchedules(862orEDIFACTequivalent)sSequencedProductionSchedules(866)3.
Notethedateandtime.
AllEDIfilesreceivedafterthisdateandtimemustbeprocessedinRelease11i.
Step2:EnsurethatalldemandinCARaShasbeenexportedtoOracleAutomotive(required)EnsurethatalldemandreceivedbyCARaSbeforethedateandtimeofthechangetoRelease11ihasbeenexportedfromCARaS.
EnsurethatallexporteddemandhasbeenfullyprocessedinRelease11DemandProcessor—theinterfacetableRLA_DEMAND_INTERFACE_ALLshouldhavenounprocesseddemand.
PrintRelease11.
0DemandProcessorExceptionReportinOracleAutomotiveRelease10.
7or11.
0andtakenecessaryactiontorespondtoexceptionmessages.
FromtheAutomotiveresponsibility,selectDemandTransactions.
Attention:AllinboundEDIdemandtransactionsreceivedandprocessedbyCARaSafterthechangeto11imustbeprocessedthroughthee-CommerceGatewayasRelease11istandardtransactionswithCommonControlRecordDocumentIDoftheinterfacedatafileasSPSI,SSSI,orPSQI(notC-SPSI,C-SSSI,orC-PSQI)Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:CARaSUser'sGuideUsersmustlogoff:YesConcurrentManagerrequired:YesNote:DatafrominterfacetablesisnotupgradedbythisAutomotiveUpgrade.
DatabaseandSystemAdministrationUpgradeStepsCategory3—PerformingtheUpgrade4-25Step3:PrintStatusInquiryreport(required)InRadleyCARaS,printStatusInquiryreportforeachtradingpartner.
If866dataisnotincludedonthisreport,identifyandcreatetheadditionalreportsneededtoviewthisdata.
YouwillcomparethedatainthisreporttotheOracleDemandStatusReporttomakesurealldatawasexported.
Step4:PrintDemandStatusInquiryreport(required)PrinttheDemandStatusInquiryReportforalltradingpartners(866dataisincluded).
FromtheAutomotiveresponsibility,chooseReports.
ManuallycomparethisreportwiththeCARaSStatusInquiryReporttoensurethatalldemandinCARaShasbeenexportedtoOracleunderRelease11.
0andallRelease11.
0DemandStreamProcessorexceptionmessageshavebeenrecognized.
Ifthedemandonthereportsissynchronized,youcanproceedwiththeupgrade.
Otherwise,identifythemissingdemand,exportittoOracleOrderEntry/ShippingandOraclePlanningusingtheDemandProcessorandprocessit.
ReprinttheDemandStatusInquiryreportandevaluateuntilbothsystemsaresynchronized.
DatabaseandSystemAdministrationUpgradeStepsNowthatyouhaveruntheCategory3stepsforindividualproductsinthisrelease,youshouldperformstepsthefollowingSystemAdministrationstepsanddatabaseupgradestepstoprepareforrunningAutoUpgrade.
SystemAdministrationTasksPerformifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:CARaSUser'sGuideUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleAutomotiveUser'sGuideUsersmustlogoff:YesConcurrentManagerrequired:YesChecklistPerformedby1.
IdentifypotentialORACLEschemaconflicts(conditionallyrequired)TechnicalSpecialist2.
EnableSYSADMINuserandpassword(required)SystemAdministratorDatabaseandSystemAdministrationUpgradeSteps4-26UpgradingOracleApplicationsStep1:IdentifypotentialORACLEschemaconflicts(conditionallyrequired)IfyouoriginallyinstalledOracleApplicationswithRelease9.
3orearlier,youmustensurethattheIDsforexistingORACLEschemaswillnotconflictwithonesnecessaryfornewschemascreatedbyAutoUpgrade.
Toidentifypotentialconflicts,typethefollowingfromthenewAPPL_TOP:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@adpuver.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@adpuver.
sqlAnyORACLEIDvalueslistedbythescriptthatarenotassociatedwithanAPPSschemaarepotentialconflicts,andmayresultinproblemsduringtheupgrade.
Step2:EnableSYSADMINuserandpassword(required)AutoUpgrademustaccesstheOracleApplicationObjectLibraryORACLEusernameusingtheapplicationuserSYSADMIN.
Ensurethatthisapplicationuserexistsandisenabled.
SYSADMINmustalsohaveaccesstotheSystemAdministratorresponsibility.
BesurethenameofthisresponsibilityremainsSystemAdministratorandthatitconnectstotheAPPSschemaforitsdatagroup.
PasswordmustbesettoSYSADMIN.
3.
Ensureallconcurrentrequestsarecomplete(required)SystemAdministrator4.
DisableAOLAuditTrailfeature(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoUsersmustlogoff:YesAttention:Ifyoudeterminethereisapotentialconflict,contactOracleSupport.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistPerformedbyDatabaseandSystemAdministrationUpgradeStepsCategory3—PerformingtheUpgrade4-27Toverifythisinformation,gotoSecurity>User>DefineandqueryforusernameSYSADMIN.
PerformtheverificationfromyouroldAPPL_TOP.
Step3:Ensureallconcurrentrequestsarecomplete(required)Ensurethatallconcurrentrequestshaveruntocompletionbeforeyoustarttheupgrade.
Cancelpendingrequestsasnecessary.
1.
NavigatetoConcurrent>Requests.
2.
IntheFindRequestswindow,selectAllmyrequests.
ClickFind.
Step4:DisableAOLAuditTrailfeature(conditionallyrequired)IfyouareusingtheAOLAuditTrailfeature,youmustdisableitbeforerunningAutoUpgrade.
FromtheSystemAdministratorresponsibilityunderyouroldAPPL_TOP,navigatetoSecurity>AuditTrail>Groups.
IntheAuditGroupswindow,settheGroupStatefieldtoDisable-PrepareforArchiveforeachauditgroupdefined.
RuntheAuditTrailUpdateTablesreportfromtheSubmitRequestswindow(Requests>Run).
Ifyouplantore-enableauditingaftertheupgrade,archiveandpurgetheshadowtablesnow.
Datachangesmadeafterimplementingthissteparenotaudited.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesAdditionalInformation:Chapter3,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesRequiresconcurrentmanager:YesAdditionalInformation:DisablingAuditTrailandArchivingAuditData,OracleApplicationsSystemAdministrationReferenceManual,Release10orOracleApplicationsSystemAdministrator'sGuide,Release11DatabaseandSystemAdministrationUpgradeSteps4-28UpgradingOracleApplicationsDatabaseUpgradeTasksStep1:Shutdownallapplicationslistenersandconcurrentmanagers(required)Youneedtoshutdownformslisteners,weblisteners,andtheconcurrentmanagersbeforeyoubegintheupgrade.
DothisfromyouroldAPPL_TOP.
AsSystemAdministrator,chooseAdministerConcurrentManagers.
NavigatetotheControlfieldandselectDeactivate.
ChecklistPerformedby1.
Shutdownallapplicationslistenersandconcurrentmanagers(required)DatabaseAdministrator2.
MigrateorupgradetoOracle8iEnterpriseEdition(required)DatabaseAdministrator3.
SetupNet8(required)-databaseserverDatabaseAdministrator4.
Runpreparatoryscripts-databaseserver(required)DatabaseAdministrator5.
InstalldatabaseobjectsfortheOracleHTTPserver(required)DatabaseAdministrator6.
Gatherdatabaseinformation(recommended)DatabaseAdministrator7.
CheckSQL*Plusoptions(required)DatabaseAdministrator8.
Verifyrollbacksegmentsizing(required)DatabaseAdministrator9.
Turnoffautomaticarchivelogging(recommended)DatabaseAdministrator10.
Disablecustomtriggers,constraints,andindexes(conditionallyrequired)DatabaseAdministrator11.
Runpreparatoryscripts–adminserver(required)DatabaseAdministrator12.
BackuptheOracleApplicationsdatabase(recommended)DatabaseAdministrator13.
CompleteupgradestepsforNLSdatabases(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:YesAdditionalInformation:OracleApplicationsInstallationUpdateDatabaseandSystemAdministrationUpgradeStepsCategory3—PerformingtheUpgrade4-29Step2:MigrateorupgradetoOracle8iEnterpriseEdition(required)IfyoumigratedorupgradedyourdatabasetoRelease8.
1.
6inCategory1,youdonothavetoperformtheupgradeormigrationagain.
Simplyfollowtheadditionalinstructionsundertheappropriateheadinginthisstep.
Ifyouhavenotyetmigratedorupgraded,youmustdosonow.
Followtheinstructionsundertheappropriateheading.
IfyoumigratedorupgradedtoRelease8.
1.
6inCategory1:Youneedto:1.
ApplytheOracle8iEnterpriseEditionRelease8.
1.
6patchset1tobringyourdatabaseuptothefullRelease8.
1.
6.
1level(ifyouhavenotpreviouslydoneso).
ThepatchsetisavailableonOracleMetaLink.
Completeinstructionsareincludedinthereadmefile.
2.
Setthefollowinginit.
oraparameters:optimizer_mode=choose_sqlexec_progression_cost=0Setthehash_area_size=30MBandtheparallel_max_servers=MIN(60or4timesthenumberofCPUs).
TheremainingparametersarethesameistheonesyousetinDatabaseUpgradeSteps,Chapter2,Step5.
OnceyouhavesuccessfullyrunAutoUpgrade,youcanresetthehash_area_sizeandparallel_max_serverstothedefaultvalues.
3.
MakesureyousetupyourtablespacesasdescribedintheCategory2DatabaseUpgradeTasks,Step2.
4.
Applydatabasepatch1253654toresolveanincorrectresultsissueforparallelquery,whichisusedinthePayablesupgrade.
Notethatthisisabasepatch.
Refertothispatchnumbertodeterminethecorrectpatchforyourplatform.
IfaremigratingorupgradingyourdatabasetoRelease8.
1.
6.
1now:Youneedto:Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iMigrationUsersmustlogoff:YesAdditionalInformation:Oracle8iServerMigration;Oracle8iUtilities;MaintainingOracleApplicationsDatabaseandSystemAdministrationUpgradeSteps4-30UpgradingOracleApplications1.
PerformthemigrationorupgradeusingtheOracle8iORACLE_HOMEcreatedbyRapidInstall.
ThereisnoneedtoapplytheOracle8iEnterpriseEditionRelease8.
1.
6patchset1—RapidInstallhasdonethisforyou.
2.
Setinit.
oraparameters.
SeeDatabaseUpgradeSteps,Chapter2,Step5forthelistofinit.
oravalues.
NotethatbecauseRelease11iisruninthecost-basedoptimizer(CBO)mode,theoptimizer_modeparametermustbesettochoose.
optimizer_mode=choose_sqlexec_progression_cost=0Setthehash_area_size=30MBandtheparallel_max_servers=MIN(60or4timesthenumberofCPUs).
OnceyouhavesuccessfullyrunAutoUpgrade,youcanresetthehash_area_sizeandparallel_max_serverstothedefaultvalues.
Don'tforgettorestartyourdatabasesothattheparameterstakeeffect.
3.
Identify/createPL/SQLlogandoutdirectories.
SeeDatabaseUpgradeSteps,Chapter2,Step5.
4.
Setuptablespaces(conditionallyrequired).
SeeDatabaseUpgradeTasks,Chapter3,Step2.
5.
Applydatabasepatch1253654toresolveanincorrectresultsissueforparallelquery,whichisusedinthePayablesupgrade.
Notethatthisisabasepatch.
Refertothispatchnumbertodeterminethecorrectpatchforyourplatform.
Step3:SetupNet8(required)-databaseserverAttention:Theinit.
oraparametersyousetinCategory1allowedyoursystemtocontinuetoruninrule-basedmode.
However,aftertheupgrade,yoursystemmustruninCBOmode.
Forthatreason,youroptimizer_modeparametermustnowbesettochoose.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleNet8Administrators'GuideUsersmustlogoff:YesDatabaseandSystemAdministrationUpgradeStepsCategory3—PerformingtheUpgrade4-31FollowtheinstructionsinthereferenceddocumentstosetupNet8.
Step4:Runpreparatoryscripts-databaseserver(required)WeprovidescriptsthatcreateobjectsonthedatabaseserverthattheRDBMSandothertechnologystackcomponentsrequire.
ThescriptsarelocatedinyourAPPL_TOPintheadmindirectory.
TheymustruninanenvironmentthatisdifferentfromthestandardAPPL_TOP,soyoumustcopythemtoadirectoryoutsideofAPPL_TOPandresetyourenvironmentbeforeyourunthem.
Eachscriptcreatesoneormorespoolfilesandplacestheminthedirectoryyouranthescriptsfrom.
Makesureyouhavepermissiontowritetothatdirectory.
Checkthespoolfileforerrorsafteryouruneachscript.
Thefollowingscriptsareprovided.
RunthemintheORACLE_HOMEonthedatabaseserver.
Becauseweprovidenewversionsofaddb816.
sqlandadsys816.
sqlforeachnewRDBMSrelease(forexample,addb817.
sqlandadsys817.
sql),werefertothemasaddbxxx.
sqlandadsyxxx.
sqlinthefollowinginstructions.
1.
CreateanadminsubdirectoryundertheappsdirectoryintheORACLE_HOMEonyourdatabaseserver.
2.
Copyaddbxxx.
sql,adsyxxx.
sql,andaddbctx.
sqltothisdirectory.
3.
SetyourenvironmenttopointtotheORACLE_HOMEonyourdatabaseserver.
Youmustaccessthedatabaseserverdirectly.
DonotattempttorunanyofthesescriptsbywayofNet8.
AdditionalInformation:ConfiguringNon-OracleDatabaseServices:ConfiguringNet8forExternalProcedures,OracleNet8Administrators'Guide;Oracle8iEnterpriseEditionReleaseNotes,Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesScriptDescriptionaddb816.
sqlRDBMSSYSschemasetupscript.
AlsoinstallsobjectsforJAVAandSpatialoptions.
adsy816.
sqlRDBMSSYSTEMschemasetupscript.
addbctx.
sqlOracleinterMediasetupscript.
DatabaseandSystemAdministrationUpgradeSteps4-32UpgradingOracleApplications4.
Runaddbxxx.
sqlandadsyxxx.
sqlfromServerManager:ForUNIXusers:$svrmgrlSVRMGR>connect/assysdbaSVRMGR>@addbxxx$svrmgrlSVRMGR>connect/SVRMGR>@adsyxxxForNTusers:C:\apps\admin>svrmgrlSVRMGR>connect/assysdbaSVRMGR>@addbxxxC:\apps\admin>svrmgrl$svrmgrlSVRMGR>connect/SVRMGR>@adsyxxx5.
Runaddbctx.
sqlfromSQL*Plus.
UNIXusersshouldconnectasSYSTEM,andNTusersshouldconnectasINTERNAL.
ForUNIXusers:/\ForNTusers:/\Theargumentsareasfollows:ArgumentDescriptionRemoveConTextTRUEifyouareupgradingfromanearlierreleaseandneedtoremoveanexistinginstallationofOracleConText.
Otherwise,FALSE.
DefaultTablespaceDefaulttablespacefortheOracleinterMediaschema(CTXSYSisrecommended).
IftheCTXSYStablespacedoesnotexist,youneedcreateit.
Thesizerequiredis10MB.
DatabaseandSystemAdministrationUpgradeStepsCategory3—PerformingtheUpgrade4-33Step5:GatherdatabasestatisticsforCBO(required)SeeDatabaseUpgradeSteps,Chapter2,Step5forinformationaboutgatheringCBOdatabasestatistics.
Step6:InstalldatabaseobjectsfortheOracleHTTPserver(required)Weprovideascript(admodpls.
sql)tocreateobjectsrequiredbytheOracleHTTPserveronthedatabaseserver.
ThescriptislocatedinyourAPPL_TOPintheadmindirectory.
1.
InyouriASORACLE_HOME,createanappsdirectoryandanadminsubdirectoryunderit.
2.
Copyadmodpls.
sqltoapps/admin.
3.
SetyourenvironmenttopointtoyouriASORACLE_HOME.
YoumustaccessthedatabaseserverusingNet8.
TemporaryTablespaceTemporarytablespacefortheOracleinterMediaschema(TEMPisrecommended).
interMediaSharedLibraryFullpathnameoftheOracleinterMediasharedlibrary,whichis$ORACLE_HOME/ctx/lib/libctxx8.
soonUNIX,and%ORACLE_HOME%\bin\oractxx8.
dllonWindowsNT.
Note:IfyourunthisscriptinsideSQL*PlusinsteadoffromtheSQL*Pluscommandline,youmustenterthefullpathnamefortheinterMediaSharedLibraryparameter.
SQL*PlusdoesnotevaluatetheORACLE_HOMEvariablewhenusedwithaparameter.
AdditionalInformation:Oracle8iinterMedia,Spatial,TimeSeries,andVisualInformationRetrievalOptions:Oracle8iServerMigrationPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iConceptsUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Usersmustlogoff:YesArgumentDescriptionDatabaseandSystemAdministrationUpgradeSteps4-34UpgradingOracleApplications4.
Gotoapps/adminandrunadmodpls.
sqlfromSQL*Plus:ForUNIXusers:$sqlplus/@admodpls.
sql\ForNTusers:C:\>sqlplus/@admodpls.
sql\Theargumentsareasfollows:Step7:Gatherdatabaseinformation(recommended)Theadupinfo.
sqlscriptgeneratesafilecalledadupinfo.
lst,whichcontainsinformationpertinenttostepsyouwillperformlaterintheupgrade.
Torunadupinfo.
lst,fromyournewAPPL_TOP,type:ForUNIXusers:$cd$APPL_TOP/admin/preupg$sqlplus/@adupinfo.
sqlForNTusers:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@adupinfo.
sqlArgumentDescriptionSYSpasswordPasswordforyourSYSschema.
DefaultTablespaceDefaulttablespaceforthepublicwebapplicationsschema(OWAPUB).
IftheOWAPUBtablespacedoesnotexist,youneedtocreateit.
Thesizerequiredis10MB.
TemporaryTablespaceTemporarytablespaceforthepublicwebapplicationsschema(OWAPUB).
ConnectStringTheNet8connectstringrequiredtoconnecttoyourOracleApplicationsdatabase.
YoumustprovideacorrectvalueforthisargumentevenifyouhaveLOCAL/TWO_TASKset.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorSystemAdministratorReferencemanual:Oracle8iAdministrator'sGuideUsersmustlogoff:YesDatabaseandSystemAdministrationUpgradeStepsCategory3—PerformingtheUpgrade4-35Step8:CheckSQL*Plusoptions(required)AspartoftheOracle8irequirements,youshouldhavesettheSQL*PlusPAUSEoptionOFFandtheNEWPAGEoptiontoavalueotherthan0(zero).
VerifythesevaluesintheadutconfoutputbeforeyourunAutoUpgrade.
Step9:Verifyrollbacksegmentsizing(required)Verifythatyourrollbacksegmentsarelargeenoughtohandletheupgradedatavolume.
TheyshouldbeconfiguredtoavoidanORA-01555"Snapshottooold"error.
Therollbacksegmentsizinginformationcanbefoundintheadupinfo.
lstoutput.
Typically,youshouldhave1segmentperworkerwithanextentsizeof1MBandaminimumsizeof60MB.
Step10:Turnoffautomaticarchivelogging(recommended)IfOracle8iissetuptoautomaticallyarchiveredologfiles,turnoffarchivingbyrunningadstoplg.
sql.
Thisreducestheamountofdiskspaceandshortensthetimerequiredbytheupgrade.
Ifyouneedtorecovertoanearlierpoint,youcanrestorethedatabasebackupandrerunAutoUpgrade.
Thisisfasterthanrecoveringdatathrougharchivedlogfiles.
1.
Copyadstoplg.
sqltotheadminsubdirectoryyoucreatedinStep4.
AdditionalInformation:OtherADUtilities,MaintainingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoAdditionalInformation:OracleApplicationsInstallationUpdatePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iAdministrator'sGuideUsersmustlogoff:YesAdditionalInformation:OracleApplicationsInstallationUpdatePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iAdministrator'sGuideUsersmustlogoff:YesDatabaseandSystemAdministrationUpgradeSteps4-36UpgradingOracleApplications2.
SetyourenvironmenttopointtotheORACLE_HOMEonyourdatabaseserver.
3.
Gototheadminsubdirectoryandrunthescript:ForUNIXusers:$svrmgrlSVRMGR>connect/assysdbaSVRMGR>@adstoplg.
sqlForNTusers:C:\apps\admin>svrmgrlSVRMGR>connect/assysdbaSVRMGR>@adstoplg.
sqlStep11:Disablecustomtriggers,constraints,andindexes(conditionallyrequired)DisableanycustomtriggersorconstraintsonOracleApplicationstablesbecausetheymaycausetheupgradetofail.
Youcanre-enablethesetriggersaftertheupgrade.
IfyouhaveanycustomindexesonOracleApplicationstables,youshoulddeterminewhethertheywillimpactperformanceduringtheupgrade,anddropthemifnecessary.
Ifyouaren'tsure,itisbesttodroptheindexesandaddthemagainaftertheupgradeifthenewreleasehasnotcreatedasimilarindex.
Step12:Runpreparatoryscripts–adminserver(required)MakesureyouareintheadmindirectoryunderyourAPPL_TOPbeforerunningthisscript.
ForUNIXusers:$cd$APPL_TOP/admin$sqlplus/@adsysapp.
sqlForNTusers:C:\>cd%APPL_TOP%\adminPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iAdministrator'sGuide,OracleApplicationsConceptsUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesRunAutoUpgradeCategory3—PerformingtheUpgrade4-37C:\>sqlplus/@adsysapp.
sqlThescriptcreatesaspoolfileandplacesitinthedirectoryyouranthescriptfrom.
Makesureyouhavepermissiontowritetothatdirectory.
Checkthespoolfileforerrorsafteryouruneachscript.
Notethatthedatabasemaycontainsomeinvalidpackagesatthispoint.
Thisisacceptable,astheywillbevalidatedwhenAutoUpgraderuns.
Step13:BackuptheOracleApplicationsdatabase(recommended)WerecommendthatyoumakeafilesystembackupoftheOracleApplicationsdatabase.
Ifyouencounterproblemsduringtheupgradeprocess,youcanusethisbackuptorestorethedatabasetoitsstatejustbeforebeginningtheupgrade.
Step14:CompleteupgradestepsforNLSdatabases(conditionallyrequired)IfAmericanEnglishistheonlyactivelanguageinyourinstallation,youcanomitthisstep.
IfyouareupgradinganNLSdatabase(inabaselanguageotherthanAmericanEnglish),youmustapplypatch1457345(inpre-installmode)toprepareyourdatabasefortheupgrade.
ThispatchisavailableinthepatchdownloadareaonOracleMetaLink.
Refertothereadmefileforinstructions.
RunAutoUpgradeYouhavenowcompletedallthetasksnecessarytoprepareyourOracleApplicationsproductsforanupgradetoRelease11i.
ThenextstepistoruntheAutoUpgradeutility(adaimgr)tobegintheupgrade.
Forcompleteinstructionsonrunningthisutility,seeMaintainingOracleApplications.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iBackupandRecoveryGuideUsersmustlogoff:YesWarning:ShutdownthedatabasewiththeNORMALoption.
YoumaynotbeabletorestorethedatabasefromthebackupifyouusetheIMMEDIATEorABORToption.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesRunAutoUpgrade4-38UpgradingOracleApplicationsStartingandStoppingAutoUpgradeYoucanstartAutoUpgradefromanydirectorybytypingadaimgr.
AutoUpgradedisplaysanintroductionscreenandasksquestionsaboutyourupgrade.
YoucanexitfromthemenusandscreensbyenteringabortatanyAutoUpgradeprompt.
Afteryouexit,youcanrestartAutoUpgradefromwhereyourlastsessionendedorfromthebeginning.
RestartingAutoUpgradeIfyouloggedoutoftheapplmgraccountafteryoustoppedAutoUpgrade,besurethatyourenvironmentissetupproperlybeforeyourestartAutoUpgrade.
Dothisbyloggingbackintoapplmgrandresettingyourenvironment.
RestartAutoUpgradebyre-issuingtheadaimgrcommand.
Atthepromptforthenameofthelogfile,specifythefilefromtheprevioussessionorsupplyanewfilename.
Whenyoureusealogfile,AutoUpgradeaddsthemessage"StartofAutoUpgradeSession"totheendofthelogfileandappendsmessagesfromthenewsessionasitgeneratesthem.
AutoUpgradethenasksifyouwanttocontinuewithyourprevioussessionorstartanewone.
Note:Werecommendusingawindow-basedterminalsoyoucanopenmultiplewindowstomonitorandcontrolmorethanoneprocesswhileyourupgradeisrunning.
WARNING:AutoUpgradebeginstoupgradeproductsinthedatabaseimmediatelyaftertheintroductionportionoftheprocess.
DonotattempttostopitwithoutfirstcontactingOracleSupportServices.
Attention:Ifanerroroccurswhileupgradingthedatabase,youcancorrecttheerrorwithoutstoppingAutoUpgrade.
RunAutoUpgradeCategory3—PerformingtheUpgrade4-39ContinueSessionContinuingtheprevioussessionisthedefault.
Whenyouchoosetocontinue,AutoUpgradedetermineswhereyourlastsessionstoppedandrestartsatthatpoint.
Itretainsallconfigurationinformationyouenteredduringyourlastsession.
StartNewSessionAutoUpgradeasksyoutoconfirmachoicenottocompletetheprevioussession.
Itthenrestartsfromthebeginning.
Thisresetstheconfigurationscreens,soyouwillhavetoreenteranypreviousconfigurationinformationthatyouwanttoretain.
Attention:IfthemachinefailedwhileAutoUpgradewasrunningtheupgrade,therestartfilesmayhavebeencorrupted.
ContactOracleSupportifyouencounterdiscrepancieswhenrestarting.
WARNING:DonotrestartAutoUpgradefromthebeginningifitbegantoupgradeproductsinthedatabaseandthenstopped.
Ifthishappens,determinethecause,correcttheproblem,andrestarttheprevioussession.
Youcanalsorestorethelastsaveddatabaseandfilesystemandstarttheprocessfromthebeginning.
RunAutoUpgrade4-40UpgradingOracleApplicationsCategory4—BeforeUsingOracleApplications5-15Category4—BeforeUsingOracleApplicationsThischapterdescribestheupgradefinishingsteps(alsoknownaspost-upgradesteps)thatmustberunafteryouhaverunAutoUpgradeandbeforeyoubegintouseyourOracleApplicationssystemorproducts.
WerefertothesestepsasCategory4—theyaffecttheentireOracleApplicationssystem.
Whenyouperformthesesteps.
allusersmustbeloggedoffthesystem.
UsersshouldnotattempttouseanyOracleApplicationsproductuntilthesestepsarecomplete.
ChecktheOracleApplicationsReleaseNotesforacompletelistofpatches.
Inthischapter,youwillperformCategory4steps:Note:Whenyouperformupgradefinishingstepsformultipledatabasesthatsharethesameadminfilesystem,youcanruneachfrom$APPL_TOP/admin/outsotheoutputdoesnotoverwriteothers.
NTusersrunthestepsfrom%APPL_TOP%\admin\out.
DatabaseUpgradeTasks5-2OracleFinancialsCommonCountryFeaturesTasks5-31MultipleReportingCurrenciesTasks5-11OracleFinancialsforAsia/PacificTasks5-30SystemAdministrationTasks5-13OracleFlexBuilder/AccountGeneratorTasks5-26Oraclee-CommerceGatewayTasks5-32OracleWorkflowTasks5-29UpdateDatabasetoCurrentApplicationsReleaseLevel5-2UpgradingOracleApplicationsUpdateDatabasetoCurrentApplicationsReleaseLevelBeforeyoucontinuewiththestepsinthischapter,youmustapplyadatabasepatchtobringyourdatabaseuptothecurrentOracleApplicationsreleaselevel.
Thereisnocopydriverorgenerationdriver.
Youneedonlyrunthedatabasedriver(dbupg11i.
drv),whichislocatedintheAPPL_TOP,fromtheadministrationserver.
Thepatchmaytake11–19hours,dependingonyourconfiguration.
InstallOnlineHelpInstructionsforinstallingonlinehelparelocatedintheFinishingyourUpgradechapterofthisbook.
However,youmaywanttoinstallonlinehelpnowsothatyoucanreferenceitfortheremainingupgradesteps.
Forinstructions,seeStep2,inChapter8.
Beforeyoumakethedecisionaboutwhentoinstallhelp,youshouldnotethatitmaytakeaconsiderableamountoftimetocompletethisprocess.
DatabaseUpgradeStepsBecausetheyaffectallOracleapplications,youmustperformthestepsfortheDatabaseUpgradebeforeyouperformApplicationTechnologyorproduct-specificsteps.
DatabaseUpgradeTasksWarning:DonotattempttorunyourOracleApplicationswithoutapplyingthedbupg11i.
drvdatabasedriver.
ItmustberunimmediatelyafterthecompletionofAutoUpgradeAdditionalInformation:AutoPatch,MaintainingOracleApplicationsChecklistPerformedby1.
InstallNLStranslatedsoftware(conditionallyrequired)DatabaseAdministrator2.
GatherdatabasestatisticsforCBO(required)DatabaseAdministrator/SystemAdministrator3.
ResetORACLEschemapasswords(recommended)DatabaseAdministrator/SystemAdministrator4.
Updateconfiguration-relatedprofiles(required)DatabaseAdministrator/SystemAdministratorDatabaseUpgradeStepsCategory4—BeforeUsingOracleApplications5-3Step1:InstallNLStranslatedsoftware(conditionallyrequired)IfAmericanEnglishistheonlyactivelanguageinyourinstallation,youcanomitthisstep.
YoumustcompletetheinstallationforyourbaselanguagepriortologgingontoOracleApplications.
IfyourbaselanguageisAmericanEnglish,AutoUpgradecompletesthelanguageinstallation.
IfyourbaselanguageisnotAmericanEnglish,youmustcompletethestepsforinstallingtranslatedsoftwarenow.
ThestepsaredescribedinChapter6,InstallingOracleApplications.
Step2:GatherdatabasestatisticsforCBO(required)5.
RunRapidInstalltoconfigureandstartserverprocesses(required)DatabaseAdministrator/SystemAdministrator6.
Reapplyproductcustomizationstoenvironmentandfiles(conditionallyrequired)DatabaseAdministrator/SystemAdministrator7.
Setrollbacksegmentsfornormaluse(required)DatabaseAdministrator8.
InstallXMLParserforPL/SQL(required)DatabaseAdministrator9.
LoadJavaAQlibraries(required)DatabaseAdministrator10.
ValidateandcompileAPPSschema(s)(recommended)DatabaseAdministrator/SystemAdministrator11.
Integratecustomobjectsandschemas(conditionallyrequired)DatabaseAdministrator/SystemAdministrator12.
Re-enablecustomtriggers,constraints,andindexes(conditionallyrequired)DatabaseAdministrator/SystemAdministrator13.
BackupOracleApplications(recommended)DatabaseAdministrator/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0withaNon-AmericanEnglishbaselanguagePerformedby:DatabaseAdministratorReferencemanual:NoRequiresconcurrentmanager:NoPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoRequiresconcurrentmanager:NoChecklistPerformedbyDatabaseUpgradeSteps5-4UpgradingOracleApplicationsOnceyouhaveappliedthepatch,runtheGatherSchemaStatisticsconcurrentprogram(SystemAdministration>SubmitRequest)togatherdatabasestatistics.
IftheschemanameisALL,thenallApps-specificschema(havinganentryintheFND_PRODUCT_INSTALLATIONStable)statisticsaregathered.
Inadditiontogatheringindexandtable-levelstatistics,theprocedurealsogatherscolumn-levelhistogramstatisticsforallthecolumnslistedintheFND_HISTOGRAM_COLStable.
Thisprogramispotentiallylong-running.
Becauseitisimportanttohaveanup-to-dateset,youshouldgatherdatabasestatisticsperiodicallytomakesureyourdatabasequeriesareoptimized.
Step3:ResetORACLEschemapasswords(recommended)Duringtheupgrade,RapidInstallpreservesthepasswordsthatyousetpreviouslyforyourexistingproducts.
However,asitcreatesthenewschemaforeachnewproductinstalled,itsetsupadefaultpasswordderivedfromtheproductshortname.
Tomaintainproductsecurity,youshouldresetthesedefaultpasswordsnow.
ChangethepasswordsusingtheResponsibilitieswindowinOracleApplications.
Step4:Updateconfiguration-relatedprofiles(required)WhenyouupgradeanOracleApplicationsinstance,RapidInstallcreatesascriptthatupdatesconfiguration-relatedprofilesinyourdatabase,butdoesnotrunitforyou.
Runadupdprf.
sqlfromyourprimaryformsservernode(theformsservernodeonwhichtheprimaryFormsMetricsserverruns).
Forexample:ForUNIXusers:$cd$APPL_TOP/adminAdditionalInformation:Cost-basedOptimizationinOracleApplications,OracleApplicationsSystemAdministrator'sGuide;Cost-basedOptimization,OracleApplicationsConcepts;TheOptimizer,Oracle8iConceptsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoRequiresconcurrentmanager:NoAdditionalInformation:MaintainingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoRequiresconcurrentmanager:NoDatabaseUpgradeStepsCategory4—BeforeUsingOracleApplications5-5$sqlplus/@adupdprf.
sqlForNTusers:C:\>cd%APPL_TOP%\adminC:\>sqlplus/@adupdprf.
sqlStep5:RunRapidInstalltoconfigureandstartserverprocesses(required)UsetheRapidInstallwizardtorunRapidInstallagaintoconfigureandstartyourserverprocesses.
OntheinitialRapidInstallscreen,choosetoconfiguretheexistingApplicationsinstance,andfollowtheinstructionsintheUpgradingyourApplicationschapterofInstallingOracleApplications.
RapidInstallcreatesserverprocesscontrolscriptsandstartsalltheserverprocesses,includingtheconcurrentmanagers.
Verifythattheprocessesarestartedbeforeyoucontinue.
Forinformationaboutthescriptsandstartingthemmanually,refertotheReviewServerProcessControlScriptssectioninChapter8ofthisbook.
Step6:Reapplyproductcustomizationstoenvironmentandfiles(conditionallyrequired)Ifyoursitehasproductcustomizations(forforms,reports,programs,orlibraries),youmayneedtoreapplychanges.
Youmustalwaystestthattheyworkwiththenewrelease.
CustomizationsnotstoredinthestandardOracleApplicationsdirectorystructurearenotaffectedbytheupgrade.
IfyourproductcustomizationswerepreviouslystoredinthestandardOracleApplicationsdirectorystructure,youmustreintegratethemusingacustomapplicationdirectorystructuretoisolateyourchangesandPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:InstallingOracleApplicationsRequiresconcurrentmanager:NoNote:YoumusthaveyourdatabaseandNet8listenerstartedandrunningbeforeyouperformthisstep.
AdditionalInformation:MaintainingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanualneed:NoDatabaseUpgradeSteps5-6UpgradingOracleApplicationsmakeapplyingupgradesandpatcheseasier.
Youmayneedtoretrieveyourcustomizationsfromthebackupyoumadebeforetheupgrade.
Someofyourcustomizationsmaynolongerworkcorrectlyormaynolongerbenecessary.
IftheversionoftheOracleApplicationsfileyoucustomizedhasnotchanged,youneeddonothingextra.
Dependingonthenatureofthechanges,youcancopythenewversionoftheOracleApplicationsfilestoyourcustomapplicationdirectoryandthenreapplyyourcustomizations.
Youshouldtestallofyourcustomizationsthoroughlyafteryoureapplythem.
IfyoumadecustomizationstoanyoftheApplicationsenvironmentfilesinthepast(APPLSYS.
env,fndenv,ordevenv),youshouldre-integratetheseintotheadovars.
envfile,locatedintheadmindirectoryunderyourAPPL_TOP.
Customizationstothesefilesincludecustomapplicationbasepathvariables.
Inaddition,allcustomseeddatamustberegisteredunderacustomapplication,notanOracleApplicationsproduct.
Forexample,acustomreportshouldbeownedbyCustomAP,notOraclePayables.
Thisensuresyourcustomseeddataisnotdeletedormodifiedonupgrade.
Step7:Setrollbacksegmentsfornormaluse(required)Setyourrollbacksegmentsfornormaloperation.
Typically,thisis1foreach25users,plus1foreachconcurrentmanager.
Theextentsizeshouldbe1MBandtheminimumsize60MB.
Step8:InstallXMLParserforPL/SQL(required)Youneedtoinstalltwostand-aloneutilitiesinyourdatabase:XMLParserforPL/SQL(plxmlparserV1_0_1.
zip)andXMLSQLUtility(Xsul2.
zip).
CompletethisstepfromtheORACLE_HOMEonthedatabaseserver.
1.
CreateanadminsubdirectoryundertheappsutildirectoryintheORACLE_HOMEonyourdatabaseserver(thisdirectorymayalreadyexist).
2.
CopyplxmlparserV1_0_1.
zipandXsul2.
zipfromtheutilsdirectoryintheCommonareatotheappsutil/admindirectory,andunzipthem.
ThePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iJavaStoredProceduresDeveloper'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iJavaStoredProceduresDeveloper'sGuideDatabaseUpgradeStepsCategory4—BeforeUsingOracleApplications5-7plxmlparserV1_0_.
zipfilecreatesseveralsubdirectoriesinthecurrentlocation.
TheXsul2.
zipfilecreatesasinglesubdirectory(OracleXSU12),andplaceseverythingunderthatdirectory.
3.
SetyourenvironmenttopointtotheORACLE_HOMEonyourdatabaseserver.
DonotuseNet8toconnecttothedatabase.
ToverifythatyouhavenotconnectedusingNet8,makesuretheTWO_TASKvariableisnotset,andthattheORACLE_SIDvariablepointstoyourApplicationsdatabase.
4.
Followtheinstallationinstructionsinthereadmefileforeachproduct(lib/READMEfortheXMLParserforPL/SQL,andOracleXSU12/doc/relnotes.
htmlfortheXMLSQLUtility).
InstallallpackagesintheAPPSschema(orallAPPSschemas,ifyouhavemorethanone).
5.
Takenoteofthefollowingclarificationstotheinstallationinstructionsinthereadmefiles.
XMLParserforPL/SQL(UNIXusersonly)Torunloadjava,usethefollowingformat:$loadjava-user/-r-v.
jarTorunSQL*Plus,usethefollowingformat:$sqlplus/@.
sqlXMLParserforPL/SQL(NTusersonly)Torunloadjava,usethefollowingformat:C:\>loadjava-user/-r-v\.
jarTorunSQL*Plus,usethefollowingformat:C:\>sqlplus/@.
sqlXMLSQLUtilityThedefaultuserandpasswordintheoraclexmlsqlload.
xxxscriptmustbechangedto/beforeyouruntheutilityNote:BesuretheUnpzipprogramisinyourPATH.
Ifitisnot,wehaveprovidedacopyformostoperatingsystemsintheunzipsubdirectoryundertheutilsdirectoryintheCommonareaofyourfilesystem.
DatabaseUpgradeSteps5-8UpgradingOracleApplicationsStep9:LoadJavaAQlibraries(required)Usetheloadjavautilitytoloadjmscommon.
zipandaqapi.
zipintoyourdatabase.
Youmustloadthesefilesintheorderlistedinthisstep.
ForUNIXusers:LoginastheoracleuserandmakesureyourORACLE_HOMEreferstoan8.
1.
6Oraclehome.
Then,typethesecommands:$cd/java/3rdparty/stdalone$loadjava-user/-resolvejmscommon.
zip$loadjava-user/-resolveaqapi.
zipForNTusers:MakesureyourORACLE_HOMEreferstoan8.
1.
6Oraclehome.
Then,typethesecommands:C:\>cd/java/3rdparty/stdaloneC:\>loadjava-user/-resolvejmscommon.
zipC:\>loadjava-user/-resolveaqapi.
zipStep10:ValidateandcompileAPPSschema(s)(recommended)The.
lstreportchecksforpotentialproblemsinyourAPPSschema(s).
Itislocatedinthe$APPL_TOP/admin//outdirectory,wherePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iJavaStoredProceduresDeveloper'sGuideNote:YoumustgivetheexplicitpathforyourFND_TOP,sincetheenvironmentvariablewillnotbedefinedwhenyouareloggedinastheoracleuser.
AdditionalInformation:UsingLoadjava,Oracle8iJavaStoredProceduresDeveloper'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:MaintainingOracleApplicationsDatabaseUpgradeStepsCategory4—BeforeUsingOracleApplications5-9isthenameofthedatabaseyourunthescriptagainst.
NTuserswillfindthisreportin%APPL_TOP%\admin\\out.
TovalidateAPPSschema(s):FromtheMaintainApplicationsDatabaseObjectsmenuinADAdministration,selecttheValidateAPPSSchema(s)option.
Checkthereportoutputandcorrectallproblems.
Rerunthisstepuntiltherearenomoreproblemslisted.
TocompileAPPSschema(s):FromtheMaintainApplicationsDatabaseObjectsmenuinADAdministration,selecttheCompileAPPSSchema(s)optiontocompilealltheinvalidobjectsinyourAPPSschema.
Step11:Integratecustomobjectsandschemas(conditionallyrequired)IfyouareupgradingfromapreviousreleaseandhavecustomobjectsorcustomschemasthatneedtobetightlyintegratedwithOracleApplications,followthestepsinOracleApplicationsSystemAdministrator'sGuidetore-integratethesecustomizationswiththeAPPSschema.
Ifyouhavecustomdatabaseobjects,youshouldfollowcertainnamingstandardssoyourcustomobjectnameswillnotconflictwithOracleApplications.
Note:MRCusersarerequiredtoperformthisstepandcorrectallproblems.
SeeMultipleReportingCurrenciesTasksinthischapter.
AdditionalInformation:ADAdministration,MaintainingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideWarning:Whennamingdatabaseobjects,useatleastfourcharactersforyourproductshortname,followedbyanunderscore.
Youmustuseonlyletters,digits,andunderscoreswhennamingdatabaseobjects.
Forexample,youmightdefineyourcustomapplicationtousetheshortnameCUST,anddatabaseobjectstobeginwithaCUST_prefix.
UpgradingMultipleReportingCurrencies(MRC)5-10UpgradingOracleApplicationsStep12:Re-enablecustomtriggers,constraints,andindexes(conditionallyrequired)Anupgrademaymodifydatayourcustomtriggersorconstraintswouldhaveprocessed.
Sinceyoudisabledthesetriggersandconstraintstoensuretheupgradeproceededcorrectly,youneedtoidentifyanydataupdatesthatmustoccurbeforeyoure-enableyourcustomtriggers.
Ifyoudroppedanycustomindexesbeforetheupgrade,reviewthenewdatamodeltodetermineiftheindexisstillnecessarybeforeredefiningit.
Step13:BackupOracleApplications(recommended)YoursystemadministratorshouldbackuptheOracleApplicationsproductfiles.
Onaserverorstand-alonemachine,yourdatabaseadministratorshouldalsobackuptheOracleApplicationsdatabase.
UpgradingMultipleReportingCurrencies(MRC)ThefollowingstepsaregenericforMRCandsomustbeperformedtoimplementthisfeatureacrosstheproductsthatuseit.
ThestepsassumeanupgradefromOracleApplicationsRelease11.
0.
IfyouareupgradingfromRelease10.
7andwanttoactivateMRCinRelease11i,followthestepsinMultipleReportingCurrenciesinOracleApplicationstoinstallMRCafteryoucompleteyourupgradetoRelease11i.
AdditionalInformation:NamingStandards,OracleApplicationsDeveloper'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuide,Oracle8iAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iBackupandRecoveryGuide,OracleApplicationsConceptsNote:TheVisionDemodatabasehasMRCenabled,buttheproductionandtestdatabasesdonot.
SeeMultipleReportingCurrenciesinOracleApplicationsformoreinformation.
UpgradingMultipleReportingCurrencies(MRC)Category4—BeforeUsingOracleApplications5-11MultipleReportingCurrenciesTasksStep1:ValidateandcompileAPPSschema(s)(required)Ifyouhavenotalreadyperformedthisstepasapartofyourdatabaseupgrade,youmustdosonow.
Forinstructions,seeDatabaseUpgradeTasksStep10inthischapter.
Step2:MaintainMRCschema(s)(conditionallyrequired)1.
FromtheMaintainApplicationsDatabaseObjectsmenuinadadmin,selecttheMaintainMultipleReportingCurrenciesSchema(s)option.
ChoosingthisoptionensuresthatyourMRCschemaisconsistentwiththechangestoyourAPPSschemaandcompilestheobjectsintheAPPS_MRCschema.
2.
Runtheseoptionalsteps:UpdateMRCschemaitself(MRCschemaobjectsarealwaysupdated)[No]YesCompileinvalidobjectsafterupdatingMRCschemaobjects[No]YesRecreateMRCtriggersintheAPPSschema(s)[No]YesThisoptionproducesareportcalledadadmin.
loginthe$APPL_TOP/admin//outdirectory,whereisthenameoftheChecklistPerformedby1.
ValidateandcompileAPPSschema(s)(required)DatabaseAdministrator2.
MaintainMRCschema(s)(conditionallyrequired)DatabaseAdministrator3.
VerifyyourMRCinstallation(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:MaintainingOracleApplicationsImportant:ThisisthemostimportantstepintheMRCupgradeprocess.
Youmustcorrectallproblemsinthereportandlogfilesinbothpartsofthisstepbeforecontinuing.
FailuretocorrectallproblemswillresultinanincompleteorunusableMRCinstallation.
Performifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:MaintainingOracleApplicationsUpgradingMultipleReportingCurrencies(MRC)5-12UpgradingOracleApplicationsdatabaseagainstwhichadadminisrunning.
NTuserswillfindthisreportin%APPL_TOP%\admin\\out.
Checkthereportoutputandcorrectallproblems.
Rerunthisreportasyoumakechangesuntiltherearenomoreproblemslisted.
3.
Re-runtheMaintainMultipleReportingCurrenciesSchema(s)optionasyoumakechangesinadadmininthefuture.
Forexample,ifapatchchangesschemaobjects,youmustrunthisoptionafteryouapplythepatchtoensurethatyourMRCschemaisconsistentwithchangestoyourAPPSschema.
Step3:VerifyyourMRCinstallation(conditionallyrequired)ToverifythesuccessofyourMRCinstallation,youmustruntheadvrfmrc.
sqlscript.
Runningadvrfmrc.
sqltellsyouhowtocorrecterrorsinyourMRCschema.
Thisscript:sVerifiesthatforeverypackageinAPPSschema(s),thereisanequivalentpackageorsynonyminAPPS_MRCschema(s).
sVerifiesthattherearenofunctionsorpackagesmissingintheAPPS_MRCschema(s).
sVerifiesthattherearenodatabasetriggersinAPPS_MRCschema(s),andallrequiredMRCtriggersarepresentintheAPPSschema.
sVerifiesthattheMRCdatagroup(s)isdefined.
sTellsyouhowtocorrecterrorsinyourAPPS_MRCschema(s).
Torunadvrfmrc.
sqlforeachAPPSschema,APPS_MRCschemacombination,type:ForUNIXusers:$sqlplus/@$AD_TOP/admin/sql/advrfmrc.
sqlForNTusers:C:\>sqlplus/@%AD_TOP%\admin\sql\advrfmrc.
sqlPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:MaintainingOracleApplicationsApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-13ApplicationsTechnologyProductsBecausetheyaffectallOracleapplications,youwillbeginwiththeupgradestepsforSystemAdministrationandApplicationObjectLibrary.
SystemAdministrationTasksNote:TheandvaluesarethesamewhenyouareverifyingthefirstAPPSschema.
ChecklistPerformedby1.
Fixflexfieldscross-validationrules(required)TechnicalSpecialist2.
Setprofileoptions(required)SystemAdministrator3.
CloneDateandDateTimevaluesets(required)TechnicalSpecialist4.
Upgradeflexfielddateandnumberdata(required)TechnicalSpecialist5.
Setupcustomdatagroups(conditionallyrequired)SystemAdministrator6.
Setupelectronicmailforusebyconcurrentmanagers(required)SystemAdministrator7.
Reconnectspawnedconcurrentprograms(conditionallyrequired)TechnicalSpecialist8.
Re-create/validatecustommenus(conditionallyrequired)SystemAdministrator9.
VerifyinstallationgroupnumbersforcustomIDs(conditionallyrequired)SystemAdministrator10.
Update/verifycustomresponsibilities(conditionallyrequired)SystemAdministrator11.
Copyandre-customizepreviouslymodifiedscriptsorreports(conditionallyrequired)TechnicalSpecialist12.
RegenerateCUSTOMlibrarycustomizations(recommended)SystemAdministrator13.
Definecustomconcurrentmanagersstartupparameters(required)SystemAdministrator14.
Restrictaccesstoconcurrentprocessingservers(required)SystemAdministrator15.
Loadattachmentfilesintodatabase(conditionallyrequired)SystemAdministratorApplicationsTechnologyProducts5-14UpgradingOracleApplicationsStep1:Fixflexfieldscross-validationrules(required)Inpriorreleases,cross-validationruleswithoutlineswereignored.
Now,theyareconsideredviolatedbecausetheyincludenorangeofcombinations.
Runaffixcvr.
sqltoidentifyflexfieldcross-validationrulesthathavenolines:ForUNIXusers:$cd$FND_TOP/sql$sqlplus/@affixcvr.
sqlForNTusers:C:\>cd%FND_TOP%\sqlC:\>sqlplus/@affixcvr.
sqlTodisableordeletekeyflexfieldcross-validationruleswithoutlines,astheSystemAdministrator,navigatetoApplications>Flexfield>Key>CrossValidation.
Runaffixcvr.
sqlagaintoensuretheconsistencyofcross-validationruledata.
Step2:Setprofileoptions(required)Forinstructionsaboutsettingprofileoptionsandalistoftheonesyouneedtoset,refertoyourproduct-specificimplementationdocumentationandOracleMetaLink.
Step3:CloneDateandDateTimevaluesets(required)IfanyflexfieldsegmentsorreportparametersusevaluesetsofformattypeDateorDateTime,convertthemtousevaluesetsofformattypeStandardDateandPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:NoPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:Product-specificimplementationmanuals,OracleApplicationsSystemAdministrator'sGuideAdditionalInformation:ProfileOptionsinOracleApplicationObjectLibrary,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-15StandardDateTimeeitherbyusingtheinteractivescriptafffupg1.
sqlortheFlexfieldandReportParametersetupforms.
Runningafffupg1.
sqlallowsyoutocloneDatevaluesetsofsize9or11characterstoStandardDatevaluesetsofsize11.
DateTimevaluesetsofanysizeareclonedasStandardDateTimevaluesetsoflength20.
YoucanusethisscripttoupgradeflexfieldsegmentsthatusetheoldDate/DateTimevaluesetstousethenewStandardDate/DateTimevaluesets.
Attributesofthevalueset,suchasindependentanddependentvaluesorhierarchyinformation,arenotcopiedtothenewvalueset.
Torunafffupg1.
sql,type:ForUNIXusers:$cd$FND_TOP/sql$sqlplus/@afffupg1.
sqlForNTusers:C:\>cd%FND_TOP%\sqlC:\>sqlplus/@afffupg1.
sqlFromtheinteractivemenu,choosetolistreportparametersorflexfields(descriptiveorkey)thatuseDateorDateTimevaluesets(options1-3).
Then,chooseoption4ifyouwanttoclonetheexistingvaluesets.
Finally,choosetoupgradethereportparametersorflexfields(options5-7).
Donotuseoption8forthisstep.
Step4:Upgradeflexfielddateandnumberdata(required)InRelease11i,dateandnumberdatacanbedisplayedinmultipleformats.
Tosupportthisfeature,alldateandnumberdataisstoredinacanonicalform.
YoumustupgradethetransactiondatainyourdateandnumbervaluesetstoreflectthiscanonicalformusingtheFNDFFUPGutility.
YouupgradethetransactiondatastoredinflexfieldsegmentsusingStandardDate/DateTimevaluesetstousecanonicaldateformat(RRRR/MM/DDHH24:MI:SS).
UpgradealltransactionnumberdatavalidatedbyNumber/Char-NumberOnlyvaluesetstocanonicalformat".
"(dot)asthedecimalseparator;nogroupseparators.
Yournumbersanddateswillappearintheappropriatedisplayformatatruntime.
AdditionalInformation:OracleApplicationsFlexfieldsGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoApplicationsTechnologyProducts5-16UpgradingOracleApplicationsDateandNumberrelatedtransactiondatashouldbeupgradedusingtheFNDFFUPGconcurrentprogram.
Notethatthisprogramdoesnotstopifitencountersanerror,soitisimportanttoreadthelogfileandsearchfortheoccurrencesofthewordERROR.
Allerrorcaseswillbereportedinthelogfile.
Torunthisprogramfromthecommandline:FNDFFUPG0Y[MODEPARAMETERS]:UpgradeUtilityModeValidmodesare:DATEONE,DATEALL,NUMBERONE,NUMBERALL.
Themodesettingallowsyoutoeitherupgradesinglestandarddateornumbervaluesets,ortoupgradeallstandarddateornumbervaluesets.
Formoreinformationaboutmodesandmodespecificparameters,typeFNDFFUPG0YToupgradeallflexfieldnumberdatatocanonicalformatforagivenrangeofvaluesets,thesyntaxis:FNDFFUPG0YNUMBERALL[[]]Thefollowingexample,thefirstlineupgradesallnumbervaluesetsthatstartwithletter"A"or"a,"andthesecondupgradesallnumbervaluesets(whichmighttakealongtime).
Inbothexamples,thenumericcharacters".
,"arespecified.
AlwaysspecifythenumericcharactersyoursiteusesfortheradixcharacterandthethousandsseparatorintheNLS_NUMERIC_CHARACTERSparameter.
FNDFFUPG/@0YNUMBERALL'A''B''.
,'FNDFFUPG/@0YNUMBERALL'''''customer_data''.
,'Toupgradeallflexfieldstandarddatedatatocanonicalformatforagivenrangeofvaluesets,thesyntaxis:FNDFFUPG0YDATEALL\[]Inthefollowingexample,thefirstlineupgradesallstandarddateordate-timevaluesetsthatstartwiththeletterAor"a,"andthesecondupgradesallstandarddateorstandarddate-timevaluesets(whichmighttakealongtime):FNDFFUPG/@0YDATEALL'A''B'FNDFFUPG/@0YDATEALL''''ApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-17Becauseupgradingyourvaluesetsmaytakealongtime,werecommenddividingtheupgradeintoseveralsections.
Forexample:FNDFFUPG/@0YDATEALL'''E'FNDFFUPG/@0YDATEALL'E''N'FNDFFUPG/@0YDATEALL'N'''Step5:Setupcustomdatagroups(conditionallyrequired)Ifyouwishtousecross-applicationreportingwithStandardReportSubmission,youmustaddanycustomapplicationstodatagroups.
Copytheappropriatedatagroupcreatedbytheinstallationandthenaddyourcustomapplication.
Assignthenewcopiedandmodifieddatagrouptoaresponsibility.
WithdatagroupsyoucanspecifywhichORACLEID(schema)yourreportsshouldrunin.
Step6:Setupelectronicmailforusebyconcurrentmanagers(required)TheconcurrentmanagerssendmailtotheapplmgruseriftheInternalconcurrentmanagerstopsrunning.
Youneedtomakesureelectronicmailfortheapplmgruserhasbeensetup.
ThelogfilefortheInternalconcurrentmanagershowsanerrorifmailisnotsetupcorrectly.
Step7:Reconnectspawnedconcurrentprograms(conditionallyrequired)IfyouhavedevelopedconcurrentprogramsthatusetheHostexecutionmethod,youmustreconnecttheprogramstotheconcurrentmanagerinterface.
First,changeyourworkingdirectorytothedirectorythatcontainsyourconcurrentprogramexecutable.
Thencopyandreconnectyourconcurrentprogramasfollows:AdditionalInformation:OracleApplicationsFlexfieldsGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:CustomdatagroupsPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:CustomConcurrentProcessingPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleObjectApplicationLibraryTechnicalReferenceManualDobeforeanyoneuses:CustomConcurrentProcessingApplicationsTechnologyProducts5-18UpgradingOracleApplicationsForUNIXusers:$cd$_TOP/bin$ln-s$FND_TOP/bin/fndcpesrForNTusers:C:\>cd%_TOP%\binC:\>copy%FND_TOP%\bin\fndcpesr.
exe.
exeParameterdescriptionsareasfollows:PerformthisstepforallconcurrentprogramsyoudevelopedandregisteredwiththeHostexecutionmethod.
Step8:Re-create/validatecustommenus(conditionallyrequired)TheupgradeprocessautomaticallychangesstandardSmartClientandNCAmenustorefertoareplacementobjectinanyplacewheretherewasareferencetoanobsoleteobjectinthenewrelease.
Release10.
7character-modemenusmustberecreatedfromscratchusingamenureport,aresponsibilityreport,andtheUsersofaResponsibilityreportthatyouranbeforetheupgrade.
SeeSystemAdministrationCategory1,Step4formoreinformation.
UseFNDSLOADtorestorecustommenudefinitionsyoupreservedduringthepre-upgradestepsfromatextfiletothedatabase.
Forexample:FNDSLOAD/0YLOCALINSERTwhereisthetextfilename.
Thisoperationisinsert-onlyandwillnotupdaterecordsalreadypresentinthedatabase.
Yourcustomapplicationproductshortname.
ThenameyouusedtodefineyourconcurrentprogramexecutableinOracleApplicationswithoutanyfilenameextension.
AdditionalInformation:ImplementingConcurrentProcessingandConcurrentProcessingandProductCustomizationsStandards,OracleApplicationObjectLibraryTechnicalReferenceManualPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideAdditionalInformation:FunctionSecurityLoader,OracleApplicationsSystemAdministrator'sGuideApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-19Verifyyourcustommenustructuresandmakesurethattheypointtocorrectformnamesandthattheformsstillexist.
Step9:VerifyinstallationgroupnumbersforcustomIDs(conditionallyrequired)EnsurethattheInstallationGroupnumberissetcorrectlyforcustomORACLEIDs.
1.
AsSystemAdministrator,navigatetoSecurity>ORACLE>Register.
2.
QueryyourcustomORACLEIDs.
3.
SetthevalueoftheInstallationGroupappropriately.
Step10:Update/verifycustomresponsibilities(conditionallyrequired)Ifyoucreatedacustomresponsibility,youmustverifythatitusesthecorrectmenuaftertheupgrade.
FromtheSystemAdministratorresponsibility,navigatetoSecurity>Responsibilities.
Queryeverycustomresponsibility.
Updateasnecessary.
Step11:Copyandre-customizepreviouslymodifiedscriptsorreports(conditionallyrequired)AdditionalInformation:DefiningaNewMenu,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideAdditionalInformation:OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7SC,10.
7NCAPerformedby:SystemAdministratorReferencemanualoruser'sguideneeded:OracleApplicationsSystemAdministrator'sGuideDobeforeanyoneuses:CustomResponsibilitiesPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleApplicationsDeveloper'sGuideDobeforeanyoneuses:CustomConcurrentProcessingApplicationsTechnologyProducts5-20UpgradingOracleApplicationsIfyouhavecustomizedanyshellscriptsorreportsthatarepartofOracleApplications,copythemtoyourcustomapplicationdirectoriesandre-customizethecopyasnecessary.
Step12:RegenerateCUSTOMlibrarycustomizations(recommended)ThissteprequirestheCUSTOMlibrarycustomizationsthatyoubackedupinCategory1.
1.
VerifythatthecustomizationsinyourCUSTOMlibraryarestillvalidforthenewversionofOracleApplications.
2.
RegenerateyourCUSTOMlibrary(inthenewenvironment)andplaceyourlibrary.
plxfileinthe$AU_TOP/resourcedirectory.
ForNTusers,thisdirectoryis%AU_TOP%\resource.
Step13:Definecustomconcurrentmanagersstartupparameters(required)ForUNIXusers:Theparametersyoupasstotheconcurrentmanagerstartupscript,startmgr,affectconcurrentmanageroperation.
Beforeyourunthescript,determinethebestmethodtosetstartupparametervalues.
Youcansetthesevaluesthroughanycombinationofthesemethods:sSetvaluesinthestartmgrscript.
sEntervaluesonthecommandlinewhenyourunstartmgr.
sPassvaluestoconcurrentmanagersthroughyourenvironment.
sDefinenovaluesandacceptthedefaults.
Thesemethodsarelistedintheorderinwhichtheyapply.
Thatis,parametervaluessetinstartmgroverrideanyothervalues,andcommandlinevaluesoverrideenvironmentanddefaultvalues,andsoon.
AdditionalInformation:ProductCustomizationStandards,OracleApplicationsDeveloper'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsDeveloper'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrationGuideApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-21Ifyoudefinecustomstartupparametervalues,youmustrestartyourconcurrentmanagersforyourchangestotakeeffect.
Ifyouuseparallelconcurrentprocessing,youshouldsetyourstartupparametervaluesinthestartmgrscript.
Besurethatyouusethesamestartmgrscriptonallconcurrentprocessingservers.
WhentheInternalconcurrentmanagermigratestoanewserver,itcannotpassanyoptionsenteredfromthecommandline.
SincetheInternalconcurrentmanagermigratestoitsprimaryserverafteritstarts,parameterssetwhenyourunstartmgrfromanyotherserverarelost.
Settingstartupparametervaluesinthestartmgrscript.
Settingstartupparametervaluesinthestartmgrscriptensuresthatthemanagersalwaysstartupwiththesamevalues.
Thisisnotaflexiblewaytosetparametervalues,however,becauseyoumusteditthescripttochangethevalues,valuesapplytoallproductgroups,andtheupgradeoverwritesthestartmgrscript.
Toeditthestartmgrscript,UNIXusersmoveto$FND_TOP/bin.
Displaythestartmgrscriptwithanyfileeditorandfindthefollowingline:eval$@batchmgrSetstartupvaluesbyaddingtheparametersandtheirvaluesbetween$@andbatchmgr.
Hereisanexample:eval$@mailto=jsmithsleep=30batchmgrSettingstartupparametervaluesthroughyourenvironmentTosetparametervaluesthroughyourenvironment,createaBourneshellscriptthatdefinesanynumberofparametersinthisformat:=;exportIfyouhavemultipleproductgroups,createadifferentscriptforeachgroup.
HereisanexampleofaBourneshellscriptthatexportsstartupparametersandthencallsthestartmgrscript:AdditionalInformation:ManagingConcurrentManagers,OracleApplicationsSystemAdministrator'sGuideSuggestion:Donotsetadefaultvalueforthesysmgrparameter.
ThiskeepstheOracleApplicationObjectLibrarypasswordfromdisplayinginthescript.
Youwillbepromptedforthepasswordwhenyoustartthemanagers.
ApplicationsTechnologyProducts5-22UpgradingOracleApplications#ThisfilesetsstartupparametersforOracleApplications#concurrentmanagersin'apps'database.
sleep=30;exportsleepmailto=jsmith;exportmailto.
$FND_TOP/bin/startmgrWiththistypeofscript,themanagersinheritthedefinedparametervaluesunlessdifferentvaluesaresetinstartmgr.
Ifthescriptcallsstartmgr,youcannotenterstartupvaluesonthecommandline.
Therefore,ensurethatallnecessaryparametersaredefinedinthescriptorinstartmgr.
ForNTusers:Theparametersyousetintheenvironment—fromtheControlPanel'sSystemapplet—orinyourproductgroup'sregistrysubkeyaffectconcurrentmanageroperation.
BeforeyoustarttheConcurrentManagerService,determinethebestmethodtosetstartupparametervalues.
Youcansetthesevaluesthroughanycombinationofthesemethods:sPassvaluestotheconcurrentmanagersfromtheControlPanel'sSystemappletsPassvaluestoconcurrentmanagersthroughtheregistrysDefinenovaluesandacceptthedefaults.
Thesemethodsarelistedintheorderinwhichtheyapply.
Thatis,parametervaluessetintheenvironmentoverridevaluesintheregistry,andregistryvaluesoverridedefaultvalues.
SettingstartupparametervaluesintheenvironmentTosetthestartupparametervaluesfromtheWindowsNTControlPanelSystemapplet,logintotheaccountfromwhichyoucreatetheconcurrentmanager.
OpentheControlPanelFolderinMyComputer.
Double-clicktheSystemiconandchoosetheEnvironmenttab.
IntheVariableandValuefields,enterthestartupparameternameandvalue,respectively,andclickSettosavethevalue.
Onceyouhavefinishedaddingstartupparameters,closetheSystemappletandControlPanel.
SettingstartupparametervaluesintheregistryTosetparametervaluesinyourproductgroup'sregistrysubkey,starttheWindowsNTregistryeditor(regedt32.
exe).
YourNote:AutoUpgradecreatesanewversionofthestartmgrscriptwhenyouupgrade.
Ifyouhavepreviouslydefinedcustomparameters,youmustaddtothenewlycreatedscriptanycustomizationsyoumadetostartmgrsincethelastrelease.
ApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-23productgroup'sregistrysubkeyislocatedunderHKEY_LOCAL_MACHINE\SOFTWARE\ORACLE\APPLICATONS\11.
0.
0.
Ifyouhavemultipleproductgroups,youwillneedtoediteachproductgroup'ssubkey.
Step14:Restrictaccesstoconcurrentprocessingservers(required)LogandoutputfilesareviewedonthedesktopclientthroughReportReviewAgentandtheWebReportReviewtool.
So,itisnotnecessaryforuserstohavedirectaccesstotheconcurrentprocessingserverstoviewthesefiles.
ToensuresecurityofOracleApplicationslogandoutputfiles,youshouldlimituseraccesstotheconcurrentprocessingservers.
Ifusersmusthavedirectaccesstotheconcurrentprocessingserversforotherreasons,followthestepsinthissectiontorestrictaccesstotheApplicationslogandoutputdirectories.
CreateaUNIXEditiongroupfordirectoryusersThesystemadministratorshouldcreateaUNIXEditiongroupconsistingofapplmgrandtheuserswhoneedaccesstothedirectory.
Forexample,theymightcreatethegroupglusersforallusersofOracleGeneralLedger.
Groupsaredefinedinthegroupfileoftheetcdirectory.
ChangedirectoryfileprotectionFromtheapplmgraccount,changethefileprotectionofadirectorysothatithasnoglobalprivileges:$chmod770Inthefollowingexample,therandxshowninthesystemresponseindicatethatthereareglobalreadandexecuteprivilegesforthedirectory:$cd$GL_TOP$ls-ldgoutdrwxrwxr-x2applmgrmisappl29423Jan1210:27out/^^Afterthedirectoryprivilegeischanged,thesystemresponseliststhreedashesforglobalprivileges,indicatingthatallglobalprivilegeshavebeenrevoked:$chmod770out$ls-ldgoutdrwxrwx---2applmgrmisappl29423Jan1210:27out/^^ChangedirectorygroupChangeadirectory'sgrouptothenewUNIXEditiongroup:Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideApplicationsTechnologyProducts5-24UpgradingOracleApplications$chgrpHereisanexample:$chgrpglusersout$ls-ldgoutdrwxrwx---2applmgrglusers29423Jan1210:27out/Thesystemresponseindicatesthatthegrouphasbeenchangedfrommisappltoglusers.
Alterfileprivilegeforconcurrentmanagerfiles(optional)Theoperatingsystemuserwhostartstheconcurrentmanagers(applmgr)ownsalllogandoutputfilescreatedbythemanagers.
OracleApplicationsusestheUNIXcommandumasktoremovewriteprivilegetothesefilesfromallusersexcepttheowner.
YoucanchangethefileprivilegesbychangingthevalueofumaskusedbyOracleApplications.
Thestartmgrscriptusestheumaskvaluesetbytheenvironmentvariable$APPLMSKinfndenv.
Youcanchangethisvaluesimplybymodifying$APPLMSK.
Forhighersecurity,however,overridethevalueof$APPLMSKinstartmgr.
Ifyouaresettingupparallelconcurrentprocessing,dothesamefordcpbatch.
Tomodifytheumaskvalueinstartmgrordcpbatch,changeto$FND_TOP/binanddisplaythescriptwiththefileeditorofyourchoice.
Findthefollowingline:umask${APPLMSK-"022"}Thislineindicatesthatif$APPLMSKisnotset,theumaskcommandusesthevalue022.
Youcanmodifythealternatevaluebysubstitutinganewone.
Forexample:umask${APPLMSK-"026"}Youmustusea3-digitvalueasanargumenttooverride$APPLMSK.
Forexample:umask022Ifyouchangeumaskvalues,rememberthattheownerofafileshouldalwayshavereadandwriteprivilegeforthefile.
Restrictaccesstoscripts(optional)Toenhancesecurity,giveonlytheapplmgrloginwritepermissionforstartmgrandbatchmgr.
IfyouareusingparallelconcurrentNote:TheUNIXmanpageforumaskcontainsmoreinformationontheumaskcommandandmasksettings.
ApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-25processing,dothesamefordcpstartanddcpbatch.
Alsochangetherestrictionsonanycustomscriptsthatcallthesefiles.
Thefollowingcommandspreventallusersexceptapplmgrfromalteringthescripts:$cd$FND_TOP/bin$chmod700startmgrbatchmgrdcpstartdcpbatchStep15:Loadattachmentfilesintodatabase(conditionallyrequired)InReleases10.
7NCAand11.
0,theOracleApplicationsAttachmentsfeaturesupportedattachingfile-typedocumentstoanyapplicationentity.
Thefileswerestoredinadirectorylocatedontheapplicationserver.
ThelocationofthisdirectorywasstoredintheOracleApplicationsprofileoptionAttachmentFileDirectory.
InRelease11i,file-typeattachmentsarenolongerstoredasfilesintheoperatingsystem,butarenowstoredinthedatabase.
Inthepre-upgradesteps,youdeterminedthelocationoftheexistingattachmentfiles,ifany.
Now,youmustloadanyexistingattachmentfilesintothedatabase.
1.
Intheoperatingsystemontheapplicationserver,changetothedirectorythatcontainstheattachmentfiles(thedirectoryspecifiedbytheAttachmentFileDirectoryprofileoptionsettingyouwrotedowninapre-upgradestep).
2.
Fromwithinthatdirectory,typethefollowingcommandattheoperatingsystemprompt(forUNIX).
TypethecommandallononelinewithaspacebetweenFND_ATTACHandPLS_CALLBACK:FNDGFU0YUPLOADPROGRAM_NAME=FND_ATTACH\PLS_CALLBACK=FND_ATTACHMENT_UTIL_PKG.
UPDATE_FILE_METADATA*whereistheusername/password@OracleSIDoftheAPPSaccount,suchasapps/apps@TEST,and*isawildcardindicatingthatallfilesinthedirectoryshouldbeuploadedtotheattachmentstablesinthedatabase.
3.
CheckthelogfileproducedbyFNDGFU(locatedinthesamedirectorywiththefilenameL.
log)andverifythattherearenoerrors.
4.
Ifthelogfileindicatesanyerrors,correcttheproblemindicatedinthefile.
Performifupgradingfrom:10.
7NCA,11.
0Performedby:SystemAdministratorReferencemanual:NoRequiresConcurrentManager:YesApplicationsTechnologyProducts5-26UpgradingOracleApplicationsOracleFlexBuilder/AccountGeneratorTasksStep1:CompleteinstallationstepsforOracleWorkflow(required)OracleWorkflowisinstalledbyAutoUpgradeforusebyOracleApplicationsproducts.
But,youmustperformsomemanualsetupstepsaftertheupgradeprocessingiscomplete.
ThestepsareoutlinedintheOracleWorkflowOptionServerInstallationReleaseNotes,whichareincludedontheOracleWorkflowServerCD.
Step2:CompleteinstallationstepsforOracleWorkflowBuilder(conditionallyrequired)YoumustperformthisstepifyouarecustomizingthedefaultAccountGeneratorprocessforyourproduct.
OracleWorkflowBuilder(client-side)isinstalledonaPCusingOracleInstaller.
TheClientInstallationNotesareincludedontheOracleWorkflowClientCD.
Step3:AssociateFlexBuilderrulesforAccountingFlexfieldstructureandWorkflowitemtype(conditionallyrequired)ChecklistPerformedby1.
CompleteinstallationstepsforOracleWorkflow(required)SystemAdministrator2.
CompleteinstallationstepsforOracleWorkflowBuilder(conditionallyrequired)SystemAdministrator3.
AssociateFlexBuilderrulesforAccountingFlexfieldstructureandWorkflowitemtype(conditionallyrequired)ApplicationSpecialist/SystemAdministrator4.
CustomizeAccountGeneratorprocess(conditionallyrequired)ApplicationSpecialist/SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleWorkflowGuidePerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleWorkflowClientInstallationNotesPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist/SystemAdministratorReferencemanual:OracleFlexfieldsGuideApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-27Ifyourinstallationusescustomizedflexfields,usetheAccountGeneratorProcesseswindowtoassociatetheGenerateAccountUsingFlexBuilderRulesprocesswiththeappropriateAccountingFlexfieldstructureandWorkflowitemtype.
Step4:CustomizeAccountGeneratorprocess(conditionallyrequired)PerformthisstepifyouhavecustomizedyourAccountGeneratorprocessforaparticularWorkflowAccountGeneratoritemtypeandassignedanewnametoit.
Ifyoumadecustomizationstothedefaultprocess,butdidnotchangeitsname,youdonotneedtoperformthisstep.
ThefollowingtableshowstheAccountGeneratoritemtypesanddefaultprocessesthatyoucanviewandmodifyusingOracleWorkflow.
TheAccountGeneratorsectionsinindividualproductuser'sguidescontaindetails.
AdditionalInformation:ChoosingtheProcessforaFlexfieldStructure,OracleApplicationsFlexfieldsGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist/SystemAdministratorReferencemanual:OracleFlexfieldsGuideProductItemTypeDefaultProcessNameOracleAssetsFAAccountGeneratorGenerateDefaultAccountOracleOrderEntryGenerateCostofGoodsSoldAccountGenerateDefaultAccountOracleProjectsProjectExpenseReportAccountGeneratorDefaultAccountGeneratorforExpenseReportsProjectSupplierInvoiceAccountGeneratorGenerateDefaultAccountOraclePurchasingPOAccountGeneratorGenerateDefaultAccountsPORequisitionAccountGeneratorGenerateDefaultAccountsOracleReceivablesARSubstituteBalancingSegmentReplaceBalancingSegmentAdditionalInformation:AccountGeneratorinOracleAssets,OracleAssetsUser'sGuide;AccountGeneratorinOracleOrderEntry,OracleOrderEntry/ShippingUser'sGuide;AccountGeneratorinOracleProjects,OracleProjectsUser'sGuide;AccountGeneratorinOraclePurchasing,OraclePurchasingUser'sGuide;AccountGeneratorinOracleReceivables,OracleReceivablesUser'sGuideApplicationsTechnologyProducts5-28UpgradingOracleApplicationsTherearethreewaystoupgradetheAccountGenerator.
UseaDefaultAccountGeneratorProcessIfthedefaultAccountGeneratormeetsyouraccountingrequirements,youcanusetheAccountGeneratordefaultprocessesprovidedbyeachproductthatpreviouslyusedFlexBuilder.
Noupgradesteporsetupstepsarerequiredtousethedefault.
Thedefaultprocessescanalsobeupdatedlaterifnecessary.
MigrateCustomizedBusinessRulesIfyouusedFlexBuilderinRelease10.
7,andwanttocontinueusingthecustomizationsyoumadetoFlexBuilder,youcanmigratethosebusinessrulesintotheAccountGenerator.
AutoUpgradeautomaticallycreatesaPL/SQLfunctionfromyourFlexBuilderconfigurationandauniqueprocess,calledGenerateAccountUsingFlexBuilderRules,whichcanbecalledfromtheappropriateOracleWorkflowitemtype.
UsingtheGenerateAccountUsingFlexBuilderRulesprocesswillmakeyourupgradefaster.
However,youshouldnotmakeanychangestothisprocessifyouraccountingneedschange.
(OracledoesnotsupportmodificationstothePL/SQLfunctionsorGenerateAccountUsingFlexBuilderRulesprocesses.
)IfyouwanttouseadifferentconfigurationfromwhatyouhadinFlexBuilderandfromwhatiscontainedinthedefaultprocess,youshouldcustomizethedefaultprocess.
IfyouanticipatechangingtheAccountGeneratorrulesfrequentlyoronshortnotice,youshouldcreateanewcustomAccountGeneratorprocessduringtheupgrade,becausethisprocesswillbeamoresuitablestartingpointforfuturechanges.
CustomizeaDefaultAccountGeneratorProcessIfadefaultAccountGeneratorprocessesdoesnotsatisfyyouraccountingrequirements,youcanuseOracleWorkflowtocustomizeit.
Createanewprocessorcopytheexistingdefaultandchangethename.
Thenusetherenamedprocessasabaseforyourchanges.
Note:IfyouusedFlexBuilderinRelease10.
7,butdidnotcustomizethedefaultconfiguration,youdonotneedtousetheGenerateAccountUsingFlexBuilderRulesprocesses.
ThedefaultprocesseshavethesameresultastheFlexBuilderdefaults.
AdditionalInformation:CustomizingtheAccountGenerator,OracleApplicationsFlexfieldsGuideApplicationsTechnologyProductsCategory4—BeforeUsingOracleApplications5-29Todeterminenecessaryupgradeactions:Usethefollowingcharttodeterminetheactionsyouneedtotake,accordingtothewayyouchoosetoupgradefromFlexBuildertotheAccountGenerator.
TocustomizetheAccountGeneratorprocess:1.
UseOracleWorkflowtocreateanewprocess.
Or,copytheexistingdefaultandchangeitsname,andthenusetherenamedprocessasabaseforyourchanges.
2.
Testyournewprocess.
3.
UsetheAccountGeneratorProcesseswindowtoassociatethenewprocesswiththeappropriateAccountingFlexfieldstructureandWorkflowitemtype.
OracleWorkflowTasksStep1:LinkWFMAILOO(conditionallyrequired)Forusersof.
.
.
whousethedefault(s).
.
.
whousecustomizedFlexBuilder.
.
.
whocustomizethedefault.
.
.
OracleAssetsOracleOrderEntryOraclePurchasingOracleReceivablesNoaction.
.
SeeStep3.
Completethisstep.
OracleProjectsDefaultisincomplete.
Customize.
SeeStep3.
Completethisstep.
AdditionalInformation:CustomizingtheAccountGenerator,OracleApplicationsFlexfieldsGuide;individualproductuser'sguidesAdditionalInformation:TestingYourAccountGeneratorSetup,OracleApplicationsFlexfieldsGuideAdditionalInformation:ChoosingtheProcessforaFlexfieldStructure,OracleApplicationsFlexfieldsGuideChecklistPerformedby1.
LinkWFMAILOO(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:UsingADUtilitiesCountry-specificFinancialsProductFamily5-30UpgradingOracleApplicationsSincetheadrelinkutilitydoesnotprovidesupportforconditionallylinkingaspecificWFMAILvariant,OracleInternetMessagingusersmustlinkWFMAILOOmanually.
UseadrelinktolinktheWFMAILOOexecutable:adrelinkforce=y"fndWFMAILOO"ThencopythisexecutabletoWFMAIL(sinceWFMAILiswhatisrunbytheconcurrentrequest).
Country-specificFinancialsProductFamilyThefollowingCategory4tasksarerequiredorrecommendedtoupgradetheproductsintheCountry-specificFinancialsproductfamily.
OracleFinancialsforAsia/PacificTasksStep1:Modifymigratedlookupsandcustomizedmodules(conditionallyrequired)Afterreviewingtheresultsofthemigration,youmayneedtomodifymigratedlookupsandcustomizedmodulesifthecustomizedmodulesreferencetruncatedlookupcodesorrenamedlookupmeanings.
Note:PerformthissteponlyifOracleInternetMessagingisinstalled.
ChecklistPerformedforthiscountry.
.
.
1.
Modifymigratedlookupsandcustomizedmodules(conditionallyrequired)AllPerformforthiscountry:AllPerformifupgradingfrom:10SCProduction16.
1(orhigher),11.
0Performedby:SystemAdministrator/ISManagerReferencemanual:OracleApplicationsDeveloper'sGuideCountry-specificFinancialsProductFamilyCategory4—BeforeUsingOracleApplications5-31Noseededlookupcodesareaffectedbythetruncation.
Somemeaningsforseededlookupcodesmayberenamedifyouareusingmultiplesetsofbooks,butOracleApplicationsgenericmodulesreferenceonlylookupcodes,nottheirmeanings.
Duringtheupgrade,theoriginalJAlookuptables(JA_LOOKUP_TYPESandJA_LOOKUPS)arerenamedtoJA_LOOKUP_TYPES_OLDandJA_LOOKUPS_OLD,respectively.
Viewswiththeoriginaltablenamesarecreatedinstead.
TheseviewsarebasedonFNDlookuptablestowhichJAlookupsaremigrated.
Theupgradedoesnotremovethese_OLDtables.
Youcanusethemasareferenceifyouneedtomanuallychangethemigratedlookupsorcustomizedmodules.
Ifyourcustomizedmodulesreferenceobsoletelookups,youmayneedtomanuallymigratetheobsoletelookupsfromthe_OLDtables,sincetheupgradedoesnotmigrateobsoletelookups.
Youmayalsoneedtomodifycustomizedmodulesaccordingly.
(Release11iOracleApplicationsgenericmodulesdonotreferenceobsoletelookups.
)OracleFinancialsCommonCountryFeaturesTasksStep1:UpgradedescriptiveflexfielddatestousethenewAOLdatevalidation(conditionallyrequired)ThevalidationfordatefieldswithinglobalizationflexfieldswaschangedinRelease11sothatyoucancorrectlystoreandretrievedateinformationinglobalizationflexfieldattributecolumns,regardlessofthelanguagethatwasusedwhendateswereentered.
Runthisscripttoupgradedatevaluesintheflexfieldcolumns:ForUNIXusers:$cd$JG_TOP/admin/sql$sqlplus/@jgzzupgd.
sqlAdditionalInformation:OracleFinancialsforAsia/Pacific,OracleApplicationsProductUpdateNotesChecklistPerformforthiscountry.
.
.
1.
UpgradedescriptiveflexfielddatestousethenewAOLdatevalidation(conditionallyrequired)AllPerformforthiscountry:AllPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorManufacturingandDistributionProductFamily5-32UpgradingOracleApplicationsForNTusers:C:\>cd%JG_TOP%\admin\sqlC:\>sqlplus/@jgzzupgd.
sqlBecausethelanguagethatyouusedeterminesthewaydatesareentered,youshouldrunthisscriptonceforeachlanguagethatisinstalled.
ManufacturingandDistributionProductFamilyThefollowingCategory4tasksarerequiredorrecommendedtoupgradetheproductsintheManufacturingandDistributionproductfamily.
Becausetheyarecloselyrelated,thetasksforOracleInventory,OracleCostManagement,andOracleWorkinProcesshavebeencombinedunderoneheading.
Oraclee-CommerceGatewayTasksStep1:Reportoutputinterfacedatafiledefinitions(conditionallyrequired)BothECEUGR.
sql(forRelease10.
7)andECELAYDR.
sql(forRelease11.
0)generateareportofoutputinterfacedefinitionsaftertheupgrade,whichcanassistinrestoringdefinitionsyouneedatyoursite.
Runthescript(foreitherRelease10.
7orRelease11.
0)andcompareyourdatadefinitionswiththeonesinthereportyouraninCategory2.
Enterthenameoftheoutputfileandthetransactioncode(selectfromlistofvalues)attheprompts.
IfyouareupgradingfromRelease10.
7:ForUNIXusers:$cd$EC_TOP/admin/sql$sqlplus/@ECEUGR.
sqlForNTusers:C:\>cd%EC_TOP%\admin\sqlChecklistPerformedby1.
Reportoutputinterfacedatafiledefinitions(conditionallyrequired)SystemAdministrator2.
Reportcross-referencedatadefinitions(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoManufacturingandDistributionProductFamilyCategory4—BeforeUsingOracleApplications5-33C:\>sqlplus/@ECEUGR.
sqlIfyouareupgradingfromRelease11.
0:ForUNIXusers:$cd$EC_TOP/admin/sql$sqlplus/@ECELAYDR.
sqlForNTusers:C:\>cd%EC_TOP%\admin\sqlC:\>sqlplus/@ECELAYDR.
sqlStep2:Reportcross-referencedatadefinitions(conditionallyrequired)BothECEUGR2.
sql(forRelease10.
7)andECEXREFR.
sql(forRelease11.
0)generateareportofcross-referencedatadefinitionsaftertheupgrade,whichcanassistinrestoringthedefinitionsyouneedatyoursite.
Runthescript(foreitherRelease10.
7orRelease11.
0)andcompareyourdatadefinitionswiththeonesinthereportyouraninCategory2.
Enterthenameoftheoutputfileandthetransactioncode(selectfromlistofvalues)attheprompts.
IfyouareupgradingfromRelease10.
7:ForUNIXusers:$cd$EC_TOP/admin/sql$sqlplus/@ECEUGR2.
sqlForNTusers:C:\>cd%EC_TOP%\admin\sqlC:\>sqlplus/@ECEUGR2.
sqlIfyouareupgradingfromRelease11.
0:ForUNIXusers:$cd$EC_TOP/admin/sql$sqlplus/@ECEXREFR.
sqlForNTusers:C:\>cd%EC_TOP%\admin\sqlC:\>sqlplus/@ECEXREFR.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoManufacturingandDistributionProductFamily5-34UpgradingOracleApplicationsCategory5—BeforeUsingYourProducts6-16Category5—BeforeUsingYourProductsThischapterdescribestheupgradefinishingsteps(alsoknownaspost-upgradesteps)thatmustberunbeforeyoubegintousespecificOracleApplicationsproducts.
WerefertothesestepsasCategory5—theyaffectonlyaspecificproduct,makingitunavailableuntilthestepsarecomplete.
Inthischapter,youwillperformCategory5stepsforthefollowingproducts:ApplicationsTechnologyProductsThefollowingCategory5tasksarerequiredorrecommendedtoupgradetheApplicationsTechnologyproducts.
ApplicationImplementationWizardTasks6-2OracleMasterScheduling/MRPandSupplyChainPlanningTasks6-57GlobalAccountingEngineTasks6-7OracleOrderManagementTasks6-58OracleFinancialsCommonCountriesFeaturesTasks6-36OraclePayablesTasks6-10OracleFinancialsforEuropeTasks6-38OraclePayrollTasks(U.
S.
,U.
K.
,andJapan)6-53OracleFinancialsfortheAmericasTasks6-41OracleProjectsTasks6-13OracleGeneralLedgerTasks6-4OraclePurchasingTasks6-67OracleHumanResourcesTasks(U.
S.
,U.
K.
,andJapan)6-49OracleReceivablesTasks6-27OracleInventory/CostManagement/WorkinProcessTasks6-55OracleSelf-ServiceWebApplications(andExpenses)Tasks6-3OracleLaborDistributionTasks,6-78ApplicationsTechnologyProducts6-2UpgradingOracleApplicationsApplicationImplementationWizardTasksStep1:Checkpastimplementationstatus(conditionallyrequired)Duringtheupgrade,azwpdt.
sqlmovesoldWizarddataintoarchivetables.
Inaddition,azwarsum.
sqlandazwardet.
sqlproducetworeports(azwarsum.
lstandaxwardet.
lst)thatyoucanusetocheckpastimplementationstatusstoredinthearchivetables.
Thereportsarestoredin$APPL_TOP/admin//out(whereSIDisthecurrentvalueof$ORACLE_SID).
NTuserscanfindthemin%APPL_TOP%\admin\\out,whereSIDisthecurrentvalueof%ORACLE_SID%.
Runthesereportsatanytimebytyping:ForUNIXusers:$cd$AZ_TOP/admin/sql$sqlplus/@azwardet.
sql$sqlplus/@azwarsum.
sqlForNTusers:C:\>cd%AZ_TOP%\admin\sqlC:\>sqlplus/@azwardet.
sqlC:\>sqlplus/@azwarsum.
sqlWhenyourunthedetailreport(azwardet.
sql),extractallprocessesbyentering%asaparameter,orextractonlythoseprocesseswithcompletedstatusbyspecifyingaspecificitemkey.
Forexample,azwardet.
sql%orazwardet.
sql8.
Whenrunningthesummaryreport(azwarsum.
sql),extractallprocessesbyentering%asthefirstparameter,orextractonlythoseprocesswithcompletedstatusbyspecifyingC.
Youcanalsoextractallprocessesthathavecommentsorthosethatdonot,byspecifyingYorN,respectively.
Forexample:ChecklistPerformedby1.
Checkpastimplementationstatus(conditionallyrequired)TechnicalSpecialist2.
PurgeinvalidWizardtasks(conditionallyrequired)TechnicalSpecialist3.
VerifyapplicationserverDADforOracleApplications(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:ApplicationImplementationWizardazwarsum.
sql%YallprocesseswithcommentsApplicationsTechnologyProductsCategory5—BeforeUsingYourProducts6-3Step2:PurgeinvalidWizardtasks(conditionallyrequired)Duringtheupgrade,azwinvtk.
sqlcreatesaspoolfile(azwinvtk.
out),whichcontainstheitem_type,item_key,begin_date,andprocess_nameofallinvalidWizardtasks.
Itplacesthefileinthe$APPL_TOP/admin//outdirectory,whereisthenameofyourdatabase.
NTuserswillfindthisin%APPL_TOP%\admin\\out.
Thisscriptrunsaftertheazwupg.
sqlscriptduringanupgrade(orinstallation)ofOracleApplications.
Theazwinvtk.
outfilecontainsinvalidtasks.
Purgethetasksbyrunningaworkflowscript(wfrmitms.
sql)fromthesqldirectoryintheAPPSschemaunderFND_TOP.
Itdeletesallruntimedataforagivenitem_typeanditem_key.
Forexample,todeleteanitem_typeofAZWF001anditem_keyof851,runwfrmitms.
sqlandspecifythesevalues.
Step3:VerifyapplicationserverDADforOracleApplications(conditionallyrequired)VerifythattheDADyouhavesetupfortheAPPSschemaisworkingproperly.
OracleSelf-ServiceWebApplications(andExpenses)Tasksazwarsum.
sql%Nallprocesseswithoutcommentsazwarsum.
sqlCYcompletedprocesseswithcommentsazwarsum.
sqlCNcompletedprocesseswithoutcommentsPerformifupgradingfrom:11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:ApplicationImplementationWizardPerformifupgradingfrom:11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:ApplicationImplementationWizardAdditionalInformation:OracleApplicationsSystemAdministrator'sGuideChecklistPerformedby1.
Reapplyextensionsandcustomizations(conditionallyrequired)SystemAdministratorFinancialsProductFamily6-4UpgradingOracleApplicationsStep1:Reapplyextensionsandcustomizations(conditionallyrequired)Ifappropriate,reapplyanyunprotectedextensionsandcustomizationsforSelf-ServiceWebApplicationsandOracleSelf-ServiceExpenses.
Thesemayinclude:FinancialsProductFamilyThefollowingCategory5tasksarerequiredorrecommendedtoupgradetheproductsintheFinancialsproductfamily.
OracleGeneralLedgerTasksStep1:Migrateconflictingdailyratestoneworexistingratetypes(conditionallyrequired)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:OracleApplicationsInthisproduct.
.
.
reapplytheseextensionsandcustomizations.
.
.
Self-ServiceWebApplicationssCustomPL/SQLinOracleWorkflowdefinitionssModifiedWorkflowmessagessModifiedHTMLonlinehelpsModifiedWebApplicationDictionaryinquiryflowsandtransactionflowsSelf-ServiceExpensessModifiedWorkflowmessagessModifiedHTMLonlinehelpsCustomPL/SQLinthefollowinghooks:CustomPopulatePoplist,CustomPopulateDefault,CustomValidateFlexValues,CustomCalculateAmount,CustomDefaultCostCenter,CustomValidateCostCenterAdditionalInformation:OnlineUserHelp,Self-ServiceExpensesImplementationManualChecklistPerformedby1.
Migrateconflictingdailyratestoneworexistingratetypes(conditionallyrequired)DatabaseAdministrator/ApplicationSpecialist(GL)Performifupgradingfrom:10.
7Performedby:DatabaseAdministrator/ApplicationSpecialist(GL)FinancialsProductFamilyCategory5—BeforeUsingYourProducts6-5Performthisstepifyou:smaintaindailyratesformorethanonesetofbooksinthesameRelease10.
7Applicationsinstallation.
swanttoretaindescriptiveflexfieldinformationassociatedwithyourdailyrates.
YouwillusetheSQL*PlusscriptdiscussedinStep3ofthistasktomigrateallthedailyratesforwhichyouwanttoretaindescriptiveflexfieldinformation.
Tomigrateconflictingdailyrates:1.
RuntheDailyRatesConflictreportusingthefollowingSQL*Plusscript:ForUNIXusers:$cd$GL_TOP/admin/sql$sqlplus/@glurtrpt.
sqlForNTusers:C:\>cd%GL_TOP%\admin\sqlC:\>sqlplus/@glurtrpt.
sql2.
Reviewthereporttoseeifanydailyratesconflict.
Ifnoconflictsexist,andyoudonotwanttoretainanydescriptiveflexfieldsassociatedwithyourdailyrates,omittheremainderofthisstep.
3.
Ifconflictingratesexist,orifyouwanttoretaindescriptiveflexfields,runthefollowingscript:ForUNIXusers:$cd$GL_TOP/admin/sql$sqlplus/@glurtmrt.
sqlReferencemanual:OracleGeneralLedger(PublicSectorGL)User'sGuideDobeforeanyoneuses:OracleGeneralLedgerNote:Eventhoughusersshouldnotlogonbeforeyoucompletethisstep,thepersonperformingtheupgradecanlogontochecktheupgradesuccessorfailure,examineupgradeddailyrates,ordefinenewconversiontypes.
FinancialsProductFamily6-6UpgradingOracleApplicationsForNTusers:C:\>cd%GL_TOP%\admin\sqlC:\>sqlplus/@glurtmrt.
sqlThescriptrequiresthefollowingparameters:4.
Toretaindescriptiveflexfieldinformationforyourdailyrates,usetheDescriptiveFlexfieldSegmentswindowtoredefinethedailyratesdescriptiveflexfieldsyouusedinRelease10.
7.
Forthisparameter.
.
.
Enterthefollowing.
.
.
SetofBooksNamethenameofthesetofbooksfromwhichyouwanttotransferrates.
FromConversionTypetheconversiontypeoftheratestobetransferred.
FromCurrencytheFromcurrencyoftheratestobetransferred.
Or,enterALLtotransferratesforallfromcurrencies.
FromDatethestartingdate(intheformatDD-MON-YYYY)intherangeofdatesforwhichdailyrateswillbetransferred.
Or,enterALLtotransferratesstartingwiththeearliestdateforwhichdailyratesaredefined.
ToDatetheendingdate(intheformatDD-MON-YYYY)intherangeofdatesforwhichdailyrateswillbetransferred.
Or,enterALLtotransferallratesstartingwiththeFromDateuptoandincludingthemostrecentdateforwhichdailyratesaredefined.
DestinationConversionTypetheconversiontypetoassigntotherateafterithasbeentransferred.
Thisconversiontypemustalreadyexist.
OverrideFlagYifyouwanttoreplaceratesthatalreadyexistintherateset.
EnterNifyouonlywanttoaddnewratestotherateset.
Note:Donotuseleadingortrailingspaceswhenenteringtheseparameters.
Alsonotethattheparametersarecase-sensitive.
Attention:YoumustdefinethedescriptiveflexfieldsinthenewGL_DAILY_RATEStablebecausetheRelease10.
7definitionsarenottransferredfromtheGL_DAILY_CONVERSION_RATEStable.
FinancialsProductFamilyCategory5—BeforeUsingYourProducts6-7GlobalAccountingEngineTasksStep1:Migrateexistingdateandnon-integerdatafromcharactercolumnstodateandnumbertypecolumns(required)Scriptsareavailabletomigratedateandnon-integerdatathatwaspreviouslystoredincharactercolumnstothedateandnumbercolumns.
Youmustcompletethefollowingtasksbeforeyourunthescripts:1.
SettheNLS_DATE_FORMATenvironmentvariabletoDD-MON-RR.
2.
EnsurethatNLS_LANGissettothesamelanguageusedpriortoupgrading.
3.
EnsurethatNLS_NUMERIC_CHARACTERSissettothesameformatusedpriortoupgrading.
ChecklistPerformedby1.
Migrateexistingdateandnon-integerdatafromcharactercolumnstodateandnumbertypecolumns(required)DatabaseAdministrator/ApplicationSpecialist2.
UpdateexistingbalancestocomplywiththeArchiveandPurgedatamodelandthenewbalancecalculationmodel(required)DatabaseAdministrator/SystemAdministrator3.
Migrateobsoleteeventtypesanddocumentstatusestoneweventtypesanddocumentstatuses(required)SystemAdministrator4.
UpgradetheTransfertoGLpostedflagfromtheaccountinglineleveltotheaccountingheaderlevel(required)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialistReferencemanual:OracleApplicationsProductUpdateNotes,OracleApplicationsGlobalAccountingEngineUser'sGuide,OracleApplicationObjectLibraryTechnicalReferenceManualDobeforeanyoneuses:GlobalAccountingEngine,OracleReceivables,OraclePayables,orOracleInventoryNote:Thesescriptsweredesignedtomigratedataoriginallycreatedinonelanguage,onenumericcharacterformat,andadateformatofeitherDD-MON-RRorYYYY/MM/DD.
Whenyourunthem,anerrormessageappearsifmorethanonelanguage,onenumericcharacterformat,oradateformatotherthanDD-MON-RRorYYYY/MM/DDwasusedtostorethedateinthecharactercolumn.
Ifyougetthiserrormessagebecauseofoneoftheseconditions,youmustupdatethecharactercolumnvaluestousethesameformatbeforeyourunthesescripts.
FinancialsProductFamily6-8UpgradingOracleApplicationsRunthisscripttomigratedatafortheAX_SLE_LINEStable:ForUNIXusers:$cd$AX_TOP/admin/sql$sqlplus/@axxpos01.
sqlForNTusers:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos01.
sqlRunthisscripttomigratedatafortheAX_DOCUMENT_STATUSEStable.
Useabatchsizethatisappropriateforyourenvironment.
ForUNIXusers:$cd$AX_TOP/admin/sql$sqlplus/@axxpos02.
sqlForNTusers:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos02.
sqlStep2:UpdateexistingbalancestocomplywiththeArchiveandPurgedatamodelandthenewbalancecalculationmodel(required)ThisstepupdatesexistingaccountingentrylinesandbalancestobeusedwiththenewbalancecalculationmodelthatwasintroducedasapatchinRelease10.
7andincludedinthebasereleasesof11.
0and11i.
IfthedatawasnotupdatedthroughtheRelease10.
7patch,itisupdatedwiththisstep.
Thisscriptcanberunforanyrelease,foranyconfiguration,evenifthe10.
7patchhasalreadybeenapplied.
TheupgradescriptmarksabalanceasaninitialbalanceifitisintheearliestNET-xxxxperiodandnoaccountingentriesexistforthatyear.
ThescriptupdatestheHISTORIC_BALANCEcolumnintheAX_BALANCEStableandpopulatesnewcolumnsintheAX_SLE_LINESandAX_BALANCEStables.
PriortoRelease11i,theHISTORIC_BALANCEflagintheAX_BALANCEStablehadavalueofYifthebalancewasaninitialbalanceorNifthebalancewascreatedfromtheaccountinglines.
ThescriptchangestheHISTORIC_BALANCEflagfromYtoHtomorecloselyreflecttheflag'sdefinition.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuide,OracleApplicationObjectLibraryTechnicalReferenceManualDobeforeanyoneuses:GlobalAccountingEngineFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-9Runthisscripttoupdateyourexistingaccountinglinesandbalances:ForUNIXusers:$cd$AX_TOP/admin/sql$sqlplus/@axxpos03.
sqlForNTusers:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos03.
sqlStep3:Migrateobsoleteeventtypesanddocumentstatusestoneweventtypesanddocumentstatuses(required)Release11itranslationruleswererewrittentouseadifferentdatamodel.
Youmustmigrateexistingeventsanddocumentstatusestoreflectrewrittentranslationrules.
Neweventtypesare:FUTURE_MATURED,PREPAYMENT_APPLIED,andPREPAYMENT_UNAPPLIED.
Priortothisrelease,theAP_CE_CLEAReventtypewasusedtospecifyaclearingorunclearingevent.
InRelease11i,twoneweventtypes,CASH_CLEAREDandCASH_UNCLEARED,areusedtospecifyaclearingandunclearingevent,respectively.
Thismorecloselymatchesbusinesstransactionsagainsteventtypes.
RunthisscripttoupdatetheAX_EVENTSandAX_DOCUMENT_STATUSEStablestouseneweventtypes.
Useabatchsizethatisappropriateforyourenvironment.
Note:Thisscriptmaytakealongtimetocompletebecauseitupdatesallaccountinglinesandbalances.
ItmustruntocompletionbeforeuserscanusetheGlobalAccountingEngine.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationObjectLibraryTechnicalReferenceManualDobeforeanyoneuses:GlobalAccountingEngineThisEventType.
.
.
IsChangedto.
.
.
AP_CE_CLEARCASH_CLEAREDAP_CE_CLEARCASH_UNCLEAREDFUTURE_CLEAREDFUTURE_CLEAREDFUTURE_REVERSEDFUTURE_UNCLEAREDFinancialsProductFamily6-10UpgradingOracleApplicationsForUNIXusers:$cd$AX_TOP/admin/sql$sqlplus/@axxpos04.
sqlForNTusers:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos04.
sqlStep4:UpgradetheTransfertoGLpostedflagfromtheaccountinglineleveltotheaccountingheaderlevel(required)TheTransfertoGLprogrampostedflagisattheaccountingheaderlevelforpostedaccountingentries.
Runaxxpos05.
sqltotransferthepostedflagfromthelinetotheheaderlevelforallexistingaccountingentriesandupdatetheaccountinglines.
Useabatchsizethatisappropriateforyourenvironment.
ForUNIXusers:$cd$AX_TOP/admin/sql$sqlplus/@axxpos05.
sqlForNTusers:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos05.
sqlOraclePayablesTasksStep1:Remodifypaymentformats(conditionallyrequired)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:GlobalAccountingEngineChecklistPerformedby1.
Remodifypaymentformats(conditionallyrequired)ApplicationSpecialist(Payables)2.
CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)DatabaseAdministrator3.
Setupprepaymentpaymentterms(recommended)ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Payables)FinancialsProductFamilyCategory5—BeforeUsingYourProducts6-11YoudonotneedtoperformthisstepifyouareupgradingfromanEnglish-onlyinstallationandhaveneverrenamedormodifiedtheattributesofanyPayablesseededpaymentformat.
InRelease11,weenhancedthearchitectureofeachoftheseededpaymentformats.
IfyoumodifiedRelease10.
7paymentformats,youneedtoreplacethemwiththeRelease11/11iformats.
Apaymentformatmayhavebeenmodifiedasfollows:sYourenameditinthePaymentFormatswindow.
sYouchangeditsattributesinthePaymentFormatswindow.
sOracletranslatedthenameforanon-EnglishversionofPayables.
PerformthissteptoensureallRelease11paymentformatsusethesamenamesandattributesasthepaymentformatsyouusedbeforetheupgrade.
ThiswillprovidecontinuedsupportofyourPayablesseededpaymentformatsinfuturereleases.
Duringtheupgrade,thesystemidentifieseachPayablesseededpaymentformatthatrequiresthisstepandaddsa@symboltothebeginningofitsname.
Runthefollowingscripttocreatealistofallmodifiedpaymentformatsassignedtopaymentdocuments:ForUNIXusers:$cd$AP_TOP/admin/sql$sqlplus/@apucfrpt.
sqlForNTusers:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apucfrpt.
sqlReferencemanual:SettingUpCustomFormats,PaymentFormats,andDefiningandMaintainingPayablesPaymentDocuments(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesAttention:Unlessthesetwoconditionsaretrue,youMUSTdothisstepforallLatinAmericancountriesthathavecountry-specificPaymentFormats(Argentine,Brazil,Chile,andColombia).
ItmustbeperformedforbothRelease10.
7andRelease11.
0installations.
FinancialsProductFamily6-12UpgradingOracleApplicationsThisscriptproducestheapucfrpt.
lstreport,whichliststhefollowingvaluesforeachmodifiedpaymentformatthatyouhaveassignedtoapaymentdocument:Bank,Branch,Account,PaymentDocument,andPaymentFormat.
Foreachpaymentformatonthereport,performthefollowingsteps.
1.
InthePaymentFormatswindow,querythenameoftheseeded(unmodified)paymentformatyouusedtocreateyourmodifiedpaymentformat.
2.
Duplicatetheattributesandnameofthemodifiedpaymentformat.
3.
Saveyourwork.
4.
OpenthePaymentDocumentswindowoftheBanksform.
5.
Querythepaymentdocumenttowhichyouhadassignedthemodifiedpaymentformat.
6.
InthePaymentFormatfield,deletethe@fromthepaymentformatnamesothatitmatchesthenewRelease11-basedpaymentformatname.
7.
Saveyourwork.
Step2:CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)IfyouhaveimplementedMRC,runap115mrc.
sqltoupgradeexistingAP/MRCdataforthenewaccountingdatamodel.
ThisscriptusestheexchangeratesthatweredeterminedinCategory3.
Runap115mrc.
sqlforeachMRCschema.
Enterabatchsizeattheprompt.
ForUNIXusers:$cd$AP_TOP/admin/sql$sqlplus/@ap115mrc.
sqlForNTusers:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@ap115mrc.
sqlStep3:Setupprepaymentpaymentterms(recommended)Performifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OraclePayablesPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)FinancialsProductFamilyCategory5—BeforeUsingYourProducts6-13Theprepaymentfunctionalitywascompletelyre-codedforRelease11i.
Inordertogetthesamedefaultbehavior(paymenttermsofImmediatewhenenteringaprepayment-typeinvoice),youmustsetupprepaymentpaymentterms.
ThisstepsetsupdefaultpaymenttermsforyourPrepaymentinvoicetypes.
Forexample,youmaywanttodefaultImmediatepaymenttermstoallprepayments.
1.
Foreachoperatingunit,chooseSetup>Invoice>PaymentTerms.
2.
InthePaymentTermswindow,definethepaymenttermsthatyouwanttouseasthedefaultforallprepayments.
Saveyourwork.
3.
Foreachoperatingunit,navigatetothePayablesOptionswindow(Setup>Options>Payables).
4.
SelecttheInvoicetabbedregion.
InthePrepaymentPaymentTermsfield,enterthedefaultpaymentterms.
Saveyourwork.
OracleProjectsTasksReferencemanual:PaymentTerms(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesChecklistPerformedby1.
Revieworganizationhierarchiesandusesoforganizations(required)TechnicalSpecialist/ApplicationSpecialist(Projects)2.
Updateprojectstatusvalues(required)ApplicationSpecialist(Projects)3.
Updatecustomizedbillingextensionswithchangesinpredefinedprocedures(conditionallyrequired)TechnicalSpecialist4.
Reviewandupdatebillingcyclenames(conditionallyrequired)ApplicationSpecialist(Projects)5.
ConvertcustomovertimecalculationprogramtoPL/SQL(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)6.
Populatebillingtitleforemployeeassignments(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)7.
Setuptheinvoiceroundingaccount(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)8.
Addnewparameterstocustomizedinvoice-relatedclientextensions(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)9.
Addnewparameterstocustomizedtransactioncontrolextension(conditionallyrequired)TechnicalSpecialistFinancialsProductFamily6-14UpgradingOracleApplicationsStep1:Revieworganizationhierarchiesandusesoforganizations(required)Duringtheupgrade,OracleProjectsupdatedyourorganizationstotheneworganizationreferencemodelusedbyOracleProjects.
YoumaywanttochangesomeoftheProject/Task/InvoiceOrganizationsthatresultedfromtheupdateprocess.
InRelease10.
7andearlier,youcouldcontrolwhichorganizationswereusedasProjectTaskOwning/InvoiceOrganizationsbyOperatingUnit.
Thatis,thesameorganizationcouldbeaProject/TaskOwning/InvoiceOrganizationinoneoperatingunitbutnotinadifferentone.
ThiscouldhappenifyouhadspecifieddifferentProjectOrganizationTypesfortheoperatingunitsinthePAimplementationsoption.
InRelease11.
0andlater,theProjectOrganizationtypeisnotusedtoidentifytheorganizationsthatownproject/tasksorinvoices.
Instead,theorganizationclassificationsProject/TaskOwningOrganizationandInvoiceOrganizationspecifiedattheorganizationlevelareusedforthispurpose.
(Organizationsaresharedamongoperatingunitsinabusinessgroup).
Therefore,aftertheupgrade,youmighthaveorganizationsinsomeoperatingunitsthatyoudidnotintendtouseasProject/TaskOwningorInvoiceOrganizations.
Runthefollowingscripttodeterminetheorganizationsthatwereupgradedunderthiscondition:ForUNIXusers:$cd$PA_TOP/admin/sql$sqlplus/@paupgor2.
sql10.
Addnewcurrenciesandnon-recoverabletaxamountstocommitmentviews(conditionallyrequired)TechnicalSpecialist11.
UpdatecustomcodethatpopulatestheTransactionInterfacetable(conditionallyrequired)TechnicalSpecialist12.
Reinstallcustomizedclientextensionpackagesandviews(conditionallyrequired)TechnicalSpecialist13.
CorrectFIFOmarkingofexpenditureitemsforprojectsusingeventbilling(conditionallyrequired)ApplicationSpecialist(Projects)14.
UpdatecustomcodethatusesOracleActivityManagementGatewayAPIs(recommended)TechnicalSpecialistPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsChecklistPerformedbyFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-15ForNTusers:C:\>cd%PA_TOP%\admin\sqlC:\>sqlplus/@paupgor2.
sqlThescriptpaupgor2.
sqlcreatesareport,paxupor2.
lstinthesqlsubdirectoryundertheadmindirectoryinyourPA_TOP.
Thereportshowstheorganizations,foreachoperatingunit,thatyoudesignated,inRelease10.
7orearlier,asprojectorinvoiceorganizations.
Ifthereportcontainsanydata,youmustdefineaneworganizationhierarchy,foreachrelatedoperatingunit,thatdoesnotcontainthelistedorganizations.
Then,assigntheneworganizationhierarchyasthenewProject/TaskOwningorInvoiceOrganizationinthePAImplementationOptions.
Tobuildanorganizationhierarchy:1.
NavigatetotheOrganizationHierarchywindow(Setup>HumanResources>Organizations>Hierarchies).
2.
Usethiswindowtoenteraneworganizationhierarchy,orcopyanorganizationhierarchyfromanexistingoneandmodifyit.
3.
Saveyourwork.
ToassigntheneworganizationhierarchyasthenewProject/TaskOwningorInvoiceOrganization:1.
NavigatetotheImplementationOptionswindow(Setup>System>ImplementationOptions).
2.
SelecttheProjectSetuptab.
3.
EntertheneworganizationhierarchyyouhavecreatedintheappropriateOrganizationHierarchyfield-Project/TaskowningorInvoice.
Step2:Updateprojectstatusvalues(required)InRelease11.
0,OracleProjectsintroducedseveralnewfieldsforprojectstatusesintheProjectStatuseswindow.
OneofthenewfieldsisSystemStatus.
AdditionalInformation:OrganizationsinOracleProjects,OrganizationHierarchy,andImplementationOptions,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsFinancialsProductFamily6-16UpgradingOracleApplicationsDuringtheupgrade,OracleProjectspopulatedeachofyourRelease10.
7user-definedprojectstatuseswiththeSystemStatusofUpgraded.
YoumustupdateeachofthesestatuseswiththeappropriateSystemStatus.
ToupdatetheSystemStatusforyouruser-definedprojectstatuses:1.
NavigatetotheProjectStatuseswindow(chooseSetup>Projects>Statuses).
2.
QueryalltherecordswithaSystemStatusofUpgraded.
3.
Foreachoftheprojectstatusesdisplayed,selecttheappropriateSystemStatusfromthelistofvalues.
Youcanalsochangethestatuscontrols(actionsallowedforeachprojectstatus),whichweresettodefaultvaluesduringtheupgrade.
4.
Saveyourchanges.
5.
RunthequeryagainandensurethattherearenorecordswithaSystemStatusofUpgraded.
Step3:Updatecustomizedbillingextensionswithchangesinpredefinedprocedures(conditionallyrequired)PerformthissteponlyifyouhaveinstalledProjectBillingandusepredefinedpublicproceduresinbillingextensions.
OracleProjectsprovidespublicprocedurestobeusedinyourbillingextensions.
ThenamesoftheseprocedureshavebeenchangedtocomplywithOracleApplicationsnamingstandards.
IfyourcompanyusesanyoftheOracleProjectspredefinedpublicproceduresinyourbillingextensions,youmustmodifytheextensionstousethenewprocedurenames.
Theoldnamesandthenewnamesofthepredefinedpublicproceduresare:AdditionalInformation:ProjectStatuses,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsOldName:package.
procedureNewName:package.
procedurepb_public.
insert_eventpa_billing_pub.
insert_eventpb_public.
insert_messagepa_billing_pub.
insert_messagepb_public.
get_budget_amountpa_billing_pub.
get_budget_amountFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-17Inaddition,newparametershavebeenaddedtotheprocedures.
IfyourcompanyusesanyoftheOracleProjectspredefinedpublicproceduresinyourbillingextensions,thenyoumustaddthesenewparameterstothebillingextensions.
Thenewparametersthathavebeenaddedtothepublicproceduresare:Step4:Reviewandupdatebillingcyclenames(conditionallyrequired)PerformthissteponlyifyouhaveinstalledProjectBilling.
Package.
ProcedureNewParameterspa_billing_pub.
insert_eventx_audit_amount(1-10)x_audit_cost_budget_type_codex_audit_rev_budget_type_codex_error_messagex_statuspa_billing_pub.
insert_messagex_error_messagex_statuspa_billing_pub.
get_budget_amountp_cost_budget_type_codep_rev_budget_type_codex_cost_budget_type_codex_rev_budget_type_codex_error_messagex_statusAdditionalInformation:BillingExtensions,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsFinancialsProductFamily6-18UpgradingOracleApplicationsYourprojectbillingcycledatahasbeenupgradedtotheenhancedbillingcyclemodel.
Billingcycleswerecreated,basedonyourexistingprojects,asfollows:Eachprojectwasassociatedwiththenewbillingcyclename.
ReviewallthenamesofthebillingcyclecodesintheBillingCycleswindow,andchangethemifyouwantto.
Toreviewthenewbillingcyclenames:1.
NavigatetotheBillingCycleswindow(Setup>Billing>BillingCycle).
Forallthebillingcyclescreatedduringtheupgrade,itdisplaystheName,Type,Value,andEffectiveDates.
2.
Reviewtheupgradedbillingcyclenamesandchangeanyofthebillingcyclenamesasappropriate.
3.
Saveyourwork.
Step5:ConvertcustomovertimecalculationprogramtoPL/SQL(conditionallyrequired)PerformthissteponlyifyouhaveimplementedProjectsOvertimeCalculation.
BeforeRelease11.
0,overtimecalculationcouldbesetupinaSQL*Report(PAXDLCOT.
rpt)locatedintheOracleProjectsreportdirectory.
ThisreportwascalledbythePRC:DistributeLaborCostsprocess.
InRelease11.
0,theovertimecalculationprocesswasconvertedtotheOvertimeCalculationExtension,aPL/SQLprocedureinPAXDLCOS.
plsandPAXDLCOB.
pls,locatedinthesqlsubdirectoryundertheadmindirectory.
IfyouhavecustomizedPAXDLCOT.
rpt,youmustrewriteyourcustomizationsinthenewfiles.
BillingCycleFieldValueNameBillingCycleDays:n(n=thevalueofBillCycleDays)TypeBillCycleDaysBillCycleDaysThevalueofBillingCycleforaprojectAdditionalInformation:BillingCycles,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsAdditionalInformation:OvertimeCalculationExtension,OracleProjectsUser'sGuideFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-19Step6:Populatebillingtitleforemployeeassignments(conditionallyrequired)PerformthissteponlyifyouhaveinstalledProjectBillingandimplementedemployeebillingtitlesforyourinvoiceformats.
StartingwithRelease11.
0,OracleProjectslooksforanemployeebillingtitleintheTITLEcolumnofthePER_ASSIGNMENTS_Ftable.
Inearlierversions,thisvaluewasstoredinthedescriptiveflexfieldcolumn(ASS_ATTRIBUTE1)ofthesametable.
Youmustpopulatethebillingtitleontheemployeeassignmentsinthenewcolumn.
AsamplescriptpopulatestheTITLEcolumnwiththecontentsoftheASS_ATTRIBUTE1columnandsetstheASS_ATTRIBUTE1columntonull.
Iftheflexfieldhasbeensetup,youmustmodifythisscriptappropriately.
Torunthescript:ForUNIXusers:$cd$PA_TOP/admin/sql$sqlplus/@pa11u506.
sqlForNTusers:C:\>cd%PA_TOP%\admin\sqlC:\>sqlplus/@pa11u506.
sqlStep7:Setuptheinvoiceroundingaccount(conditionallyrequired)IfyouhaveProjectBillinginstalled,youmustsetuptheRoundingAutoAccountingFunctionTransactionforthefunctionTransferRevenueandInvoiceAccount.
TheRoundingAutoAccountingFunctionTransactionisimplementedinRelease11iaspartoftheMulti-CurrencyBillingfeature.
IfyouhaveProjectBillinginstalled,youmustsetupthisfunctionregardlessofwhetheryouplantobillcustomersincurrenciesotherthantheprojectfunctionalcurrency.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsAdditionalInformation:EmployeesandEmployeeAssignments,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsFinancialsProductFamily6-20UpgradingOracleApplicationsTosetuptheRoundingAccount,followthesesteps:1.
NavigatetotheAssignAutoAccountingRuleswindow(chooseSetup>AutoAccounting>AssignRules).
2.
IntheFunctionNamefield,selectRevenueandInvoiceAccounts,thenchooseFind.
ThefunctiontransactionsforRevenueandInvoiceAccountswillthenbedisplayedintheFunctionTransactionsregion.
3.
ChecktheEnabledcheckboxtoenabletheRoundingAccount.
Entersegmentrulepairingstosetuptheaccount.
4.
Saveyourwork.
Step8:Addnewparameterstocustomizedinvoice-relatedclientextensions(conditionallyrequired)CompletethissteponlyifyouhaveProjectBillinginstalledandhavecustomizedtheAutomaticInvoiceApprove/ReleaseclientextensionortheARTransactionTypesclientextension.
Thefollowingtablelistseachprocedureaffectedbythischange,andthefilewheretheprocedureislocated.
(Filesarelocatedin$PA_TOP/admin/sql.
ForNT,theyarein%PA_TOP%\admin\sql.
)AdditionalInformation:AutoAccounting,OracleProjectsUser'sGuidePerformifupgradingfrom:11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsClientExtensionProcedureNameFileARTransactionTypesPA_Client_Extn_Inv_Transfer.
Get_AR_Trx_TypePAXPTRXB.
plsAutomaticInvoiceApprove/ReleasePA_Client_Extn_Inv_Actions.
Approve_InvoicePAXPIACB.
plsAutomaticInvoiceApprove/ReleasePA_Client_Extn_Inv_Actions.
Release_InvoicePAXPIACB.
plsFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-21Thefollowingparametershavebeenaddedtotheseclientextensions:Ifyourcompanyusesanyoftheseclientextensions,youmustaddthesenewparameterstotheclientextensions.
Step9:Addnewparameterstocustomizedtransactioncontrolextension(conditionallyrequired)CompletethissteponlyifyouhavecustomizedthetransactionControlextensioninProjectCosting.
NewparametershavebeenaddedtotheTransactionControlextension.
Ifyourcompanyusesthisclientextension,youmustaddthesenewparameterstoyourcustomizedTransactionControlextension.
Thenewparametersare:ParameterNameDescriptionp_project_currency_codeprojectcurrencycodep_project_amountprojectcurrencyamountp_inv_currency_codeinvoicecurrencycodep_invoice_amountinvoicecurrencyamountsAdditionalInformation:ARTransactionTypesExtensionandAutomaticInvoiceApproval/ReleaseExtension,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsParameterNameDescriptionx_denom_currency_codetransactioncurrencycodex_denom_raw_costtransactioncurrencyrawcostamountx_acct_currency_codefunctionalcurrencycodex_acct_raw_costfunctionalcurrencyrawcostamountx_acct_rate_typeexchangeratetypeusedtoderivethefunctionalcurrencyrawcostamountx_acct_rate_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountx_acct_exchange_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountx_attribute11descriptiveflexfieldsegment11FinancialsProductFamily6-22UpgradingOracleApplicationsStep10:Addnewcurrenciesandnon-recoverabletaxamountstocommitmentviews(conditionallyrequired)Newcolumnshavebeenaddedinthecommitmentviewstosupportmulti-currencytransactions,non-recoverabletaxinvoicelines,purchaseorderlines,andrequisitionlines.
Ifyouhavecustomizedtheseviews,youmustupdatethemtoincludethenewcolumns.
Thefollowingcommitmentviewshavebeenchanged:PA_COMMITMENT_TXNS_Vx_attribute15descriptiveflexfieldsegment15x_vendor_idsupplieridentifierforsupplierinvoicetransactionsx_msg_applicationapplicationidentifierfortheoutmessagex_msg_typetypeofmessage(errororwarning)x_token1tokenfordisplaywithmessagex_token2tokenfordisplaywithmessagex_token3tokenfordisplaywithmessageAdditionalInformation:ClientExtensions,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(foradvancedusersonly)Referencemanual:OracleProjectsUser'sGuide,OracleCostManagementUser'sGuide,andOracleProjectManagementUser'sGuideDobeforeanyoneuses:OracleProjectsPA_COMMITMENT_TXNS_VPA_PROJ_REQ_DISTRIBUTIONSPA_PROJ_PO_DISTRIBUTIONSPA_PROJ_AP_INV_DISTRIBUTIONSNewColumnDescriptiondenom_currency_codetransactioncurrencycodedenom_raw_costtransactioncurrencyrawcostamountdenom_burdened_costtransactioncurrencyburdenedcostamountacct_currency_codefunctionalcurrencycodeacct_raw_costfunctionalcurrencyrawcostamountParameterNameDescriptionFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-23Thesecolumnshavebeendeleted:tot_cmt_raw_cost,tot_cmt_burdened_cost,amount_delivered.
PA_PROJ_REQ_DISTRIBUTIONSandPA_PROJ_PO_DISTRIBUTIONS.
TheAMOUNTcolumnhasbeenchangedtoincludenon-recoverabletaxes.
PA_PROJ_AP_INV_DISTRIBUTIONSUpdatedtoincluderowsfornon-recoverabletaxinvoicelines.
acct_burdened_costfunctionalcurrencyburdenedcostamountacct_rate_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountacct_rate_typeexchangeratetypeusedtoderivethefunctionalcurrencyrawcostamountacct_exchange_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountreceipt_currency_codereceiptcurrencycodereceipt_currency_amountreceiptcurrencyamountreceipt_exchange_ratereceiptcurrencyexchangerateNewColumnDescriptiondenom_currency_codetransactioncurrencycodedenom_amounttransactioncurrencyamount(includingnon-recoverabletaxamount)acct_currency_codefunctionalcurrencycodeacct_rate_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountacct_rate_typeexchangeratetypeusedtoderivethefunctionalcurrencyrawcostamountacct_exchange_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountNewColumnDescriptiondenom_currency_codetransactioncurrencycodedenom_amounttransactioncurrencyamount(includingnon-recoverabletaxamount)acct_currency_codefunctionalcurrencycodeacct_rate_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountacct_rate_typeexchangeratetypeusedtoderivethefunctionalcurrencyrawcostamountacct_exchange_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountNewColumnDescriptionFinancialsProductFamily6-24UpgradingOracleApplicationsThefollowingviewsinotherapplicationshavealsobeenupdatedtoincludeforeigncurrencycolumnsandnon-recoverabletaxamounts:sCST_PROMFG_CMT_VIEWsPJM_REQ_COMMITMENTS_VsPJM_PO_COMMITMENTS_VStep11:UpdatecustomcodethatpopulatestheTransactionInterfacetable(conditionallyrequired)PerformthissteponlyifyouusetheTransactionImportprograminProjectCosting.
NewcolumnshavebeenaddedtotheTransactionInterfacetable(PA_TRANSACTION_INTERFACE_ALL)tosupportmulti-currencytransactionsandsupplierinvoicesimport.
IfyouusetheTransactionImportprogramtoimportcostedtransactions,youmustupdateanycustomprogramsthatpopulatethistable.
Forcostedtransactions,rawcostshouldnowbeinsertedintothedenom_raw_costcolumn,andburdenedcostintothedenom_burdened_costcolumn.
PA_TRANSACTION_INTERFACE_ALLreceipt_currency_codereceiptcurrencycodereceipt_currency_amountreceiptcurrencyamountreceipt_exchange_ratereceiptcurrencyexchangerateAdditionalInformation:Commitments,OracleProjectsUser'sGuide;OracleCostManagementUser'sGuide;OracleProjectManagementUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsNewColumnDescriptionreceipt_currency_amountreceiptcurrencyamount–populatedonlyforexpensereportsreceipt_currency_codecurrencyinwhichanexpensereportitemoccurred–populatedonlyforexpensereportsreceipt_exchange_ratereceiptcurrencyexchangerate–populatedonlyforexpensereportsdenom_currency_codetransactioncurrencycodeNewColumnDescriptionFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-25denom_raw_costthetransactioncurrencycost–populatedonlyforcostedtransactionsourcesdenom_burdened_costtransactioncurrencyburdenedcost–populatedonlyforBurdenCostedtransactionsourcesacct_rate_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountacct_rate_typeexchangeratetypeusedtoderivethefunctionalcurrencyrawcostamountacct_exchange_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountacct_raw_costfunctionalcurrencyrawcostamount–populatedonlyforCostedtransactionsourcesacct_burdened_costfunctionalcurrencyburdenedcostamount–populatedonlyforburdencostedtransactionsourcesacct_exchange_round_limitThefunctionalcurrencyroundinglimit.
Ifthederivationofthefunctionalcurrencyrawcostiswithintheroundinglimit,atransactionisaccepted.
Ifnot,itisrejectedproject_currency_codeprojectcurrencycode–thisvalueisderivedbythesystem,basedontheprojectnumberproject_rate_datetheexchangeratedateforconvertingtotheprojectcurrencyproject_rate_typetheconversionratetypeforconvertingtotheprojectcurrencyproject_exchange_ratetheexchangerateforconvertingtotheprojectcurrencyreversed_orig_txn_referencevalueusedtoidentifythetransactionbeingreversedintheoriginatingsystemuser_exp_txn_referenceuserreferencefortheexpenditurebillable_flagflagthatindicatesiftheitemcanaccruerevenueorig_exp_txn_reference1expenditureidentifierintheexternalsystem(systemreference).
ForOraclePayables,theinvoiceIDshouldbeinsertedintothisfield.
orig_exp_txn_reference_2additionalcolumnprovidedtogrouptransactionsintoexpendituresorig_exp_txn_reference3additionalcolumnprovidedtogrouptransactionsintoexpendituresorig_user_exp_txn_referenceexpenditureidentifierintheexternalsystem(userreference)vendor_numbersuppliernumberoverride_to_organization_nameoverrideorganizationnameNewColumnDescriptionFinancialsProductFamily6-26UpgradingOracleApplicationsStep12:Reinstallcustomizedclientextensionpackagesandviews(conditionallyrequired)Performthissteponlyifyouhaveimplementedclientextensionsorcommitmentviews.
YoumustreinstallallofyourcustomizedclientextensionpackagesandviewsintheAPPSaccount.
Step13:CorrectFIFOmarkingofexpenditureitemsforprojectsusingeventbilling(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
ThissteppertainstoFIFOmarkingofexpenditureitemswithscheduledpaymenteventsintheGenerateDraftInvoicesprocess,forprojectsusingtherevenueaccrualmethodCostorEvent.
Priortothisupgrade,theGenerateDraftInvoicesprocessmarkedas"billed"alltheexpenditureitemswithanexpenditureitemdateearlierthanthebillthroughdateoftheprocess.
Projectsnowmarksexpenditureitemsforscheduledpaymenteventsas"billed",onlyuptotheeventamount.
Runpa630505.
sqlfromyournewAPPL_TOPtocorrecttheBilledflagforexpenditureitemsthatwereincorrectlymarkedforscheduledpaymentevents.
ForUNIXusers:$cd$PA_TOP/admin/sql$sqlplus/@pa630505.
sqlForNTusers:C:\>cd%PA_TOP%\admin\sqlC:\>sqlplus/@pa630505.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
AdditionalInformation:TransactionImport,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsAdditionalInformation:ClientExtensions,OracleProjectsUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-27Runningthisscriptforallprojectsatoncemaytakealongtime.
Toreduceprocessingtime,enteravalueattheStartProjectNumberandanEndProjectNumberpromptstorunthescriptforarangeofprojectsatatime.
Ifyoudothis,youmuststillmakesurethatyourunthescriptforallprojects.
Step14:UpdatecustomcodethatusesOracleActivityManagementGatewayAPIs(recommended)PerformthissteponlyifyouhavecustomprogramsthatusetheAPIsprovidedinOracleActivityManagementGateway(AMG)andyouwanttousethenewfeaturesAMGprovidesinRelease11iofOracleProjects.
AMGhasbeenenhancedwiththefollowingfeatures:Enhancedmessaging,SupportfornewfeaturesinOracleProjects,andAdditionalAPIsandviews.
Tousethesenewfeatures,youmustmodifycustomcodethatusesAMGAPIs.
OracleReceivablesTasksPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:ActivityManagementGatewayTechnicalReferenceManualDobeforeanyoneuses:OracleProjectsAdditionalInformation:OracleActivityManagementGatewayTechnicalReferenceManualChecklistPerformedby1.
Createindexesontransactionflexfieldcolumns(conditionallyrequired)DatabaseAdministrator2.
Recreatecustomizedtaxvendorextensionviews(conditionallyrequired)DatabaseAdministrator3.
Updatetaxvendordescriptiveflexfieldinformation(conditionallyrequired)SystemAdministrator4.
SetupTaxAccounting(recommended)TechnicalSpecialist(Receivables)5.
Createcontextsandsegmentsfornewflexfields(required)SystemAdministrator6.
CreatedatabaseobjectsrequiredfortheupgradeofdataforMRC(conditionallyrequired)DatabaseAdministrator7.
CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)DatabaseAdministratorFinancialsProductFamily6-28UpgradingOracleApplicationsStep1:Createindexesontransactionflexfieldcolumns(conditionallyrequired)IfyoudonotuseAutoInvoice,omitthisstepandproceedtothenext.
IfyouuseAutoInvoice,youneedtocreateindexesonyourtransactionflexfieldcolumnssothatyoucanquerytransactionflexfieldinformationinyourinvoiceheadersandlines.
CreatingindexescanalsospeedupvalidationintheAutoInvoiceprogram.
DefineindexesonthefollowingtablesandcolumnsthatyouuseforyourTransactionFlexfieldheaderandlineinformation.
Forunique,concatenatedindexes:Fornon-unique,concatenatedindexes:NavigatetotheDescriptiveFlexfieldSegmentswindow(Setup>Financials>Flexfields>Descriptive>Segments)andquerytheLineTransactionFlexfield.
Noteeachcontextand,foreachone,notewhichsegmentsareenabledusinginterfacelineattributecolumnsfromtheRA_INTERFACE_LINES_ALLtable.
Then,createbothuniqueandnon-unique,concatenatedindexesforthesameinterfacelineattributecolumnsintheRA_CUSTOMER_TRX_LINES_ALLandRA_INTERFACE_LINES_ALLtablesandforthesameinterfaceheaderattributecolumnsintheRA_CUSTOMER_TRX_ALLtable.
Ifyouhaveonlyonecontextdefined,youneedtocreateonlyoneindexforeachtableinthelist.
However,ifyouhavemultiplecontextsdefined,youmaywanttocreatemultipleindexespertable,accordingtoyourneeds.
Forexample,supposeyourLineTransactionFlexfieldhasthreecontextssetupasfollows:Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleReceivablesTableColumnsRA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute1-15RA_INTERFACE_LINES_ALLinterface_line_attribute1-15TableColumnsRA_CUSTOMER_TRX_ALLinterface_header_attribute1-15AdditionalInformation:TransactionFlexfields,OracleReceivables(orPublicSectorReceivables)User'sGuideFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-29Youcouldcreatethreeindexespertable,oneforeachcontext.
Or,youcouldcreatetwoindexes—oneforcontext3andanotherforcontext2.
Thelatterwouldbeusedbycontext1becausecontext2hasthesamefirsttwoattributecolumnsascontext1.
IfyouhavelicensedOracleProjects:Ifuserswillbequeryingtransactionsbasedonprojectnumbers,createanindexRA_CUSTOMER_TRX_PA1onthefollowingtwocolumnsintableRA_CUSTOMER_TRX_ALL:interface_header_contextandinterface_header_attribute1.
IfyouhavelicensedOracleOrderEntry:CreateanindexRA_CUSTOMER_TRX_LINES_OE1onthefollowingtwocolumnsintableRA_CUSTOMER_TRX_LINES_ALL:sinterface_line_attribute1sinterface_line_attribute2CreateanindexRA_CUSTOMER_TRX_LINES_OE2ontheinterface_line_attribute6columnintableRA_CUSTOMER_TRX_LINES_ALL.
Step2:Recreatecustomizedtaxvendorextensionviews(conditionallyrequired)FlexfieldContextAttributeColumnsassignedtoEnabledSegmentsContext1Interface_line_attribute1Context1Interface_line_attribute2Context2Interface_line_attribute1Context2Interface_line_attribute2Context2Interface_line_attribute3Context3Interface_line_attribute3Context3Interface_line_attribute9AdditionalInformation:ImportingTransactionsUsingAutoInvoice,OracleReceivables(orOraclePublicSectorReceivables)User'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorFinancialsProductFamily6-30UpgradingOracleApplicationsCompletethisstepifyouimplementedtheTaxVendorExtensionandcustomizedanyofthefollowingOracleTaxVendorExtensionviews:Forexample,youcreatedafilecalledcustom1.
sql,whichcontainsthescriptforcustomizingtheviewTAX_LINES_CREATE_V.
Recreatetheviewbytyping:ForUNIXusers:$sqlplus/@/ForNTusers:C:\>sqlplus/@/whereisthelocationofcustom1scriptandisthenameofthecustomfile.
AddnewcolumnstoviewsBeforeyourupgrade,youmadecopiesofyourcustomizedviewsorcreatedascripttoreinstallyourviews.
Beforereinstallingtheseviews,youneedtoaddtheadditionalcolumnscreatedinRelease11i.
AlltheviewslistedintheCategory5step,Re-createCustomizedTaxVendorExtensionViewScripts,havenewcolumns.
Takethesecolumnsintoconsiderationwhenmakingcustomizations.
Toaddnewcolumnstotheviews,youfirstneedtoseehowthenewviewsarewritten.
ExecutethefollowingcommandtobeginanewSQL*Plussession:Referencemanual:OracleReceivablesUser'sGuide,OraclePublicSectorReceivablesUser'sGuideDobeforeanyoneuses:OracleReceivablesSO_TAX_LINES_SUMMARY_VSO_TAX_LINES_CREDIT_CHECK_VTAX_LINES_INVOICE_IMPORT_VTAX_LINES_RECURR_INVOICE_VTAX_LINES_ENGINE_REVERSE_VTAX_LINES_CREATE_VTAX_LINES_DELETE_VTAX_ADJUSTMENTS_VAttention:IfyourtaxvendorisTaxwareSales/UseTaxSystemorVertexQuantum,andyouhaveimplementeddescriptiveflexfields,youmustperformanadditionalupgradestep.
RefertoIntegratingOracleReceivableswithVertexQuantumRelease11iorIntegratingOracleReceivableswithTaxwareSales/UseTaxSystem.
FinancialsProductFamilyCategory5—BeforeUsingYourProducts6-31ForUNIXusers:$sqlplus/ForNTusers:C:\>sqlplus/Then,lookatthenewviewbyexecutingthefollowingcommands:SQL>setlong1000000SQL>spoolviewSQL>selecttextfromuser_viewswhereview_name='TAX_LINES_CREATE_V';SQL>exitThiscreatesafilecalledview.
lstthatcontainsthedefinitionofthepredefinedview.
Toviewthedefinitionofyourcustomizedview,dothefollowing:SQL>setlong1000000SQL>spoolcustomviewSQL>selecttextfromuser_viewswhereview_name='';SQL>exitwhereisthenameofyourcustomizedview.
Thiscreatesafilecalledcustomview.
lst.
Comparethecontentsofcustomview.
lstandview.
lsttoseewhichcolumnsandconditionsyouneedtoadd.
ThestructureofyourcustomizedviewmustbeexactlythesameastheviewshippedwithOracleReceivables.
Forexample,thenumber,order,anddatatypeofeachcolumnmustbethesameastheTAX_LINES_CREATE_Vview.
RenamecustomizedviewsToreducethenumberofstepsinfutureupgradesandsothatinstallationswithmultipleorganizationscancontrolwhichuserscallaninstalledthird-partyapplicationfortaxcalculations,OracleReceivablesusesanamingstructuretogroupviewsintosets.
Torenameacustomizedview,executethefollowingcommands:ForUNIXusers:$sqlplus/SQL>renametoNote:Ifyouhavemadecustomizationstoaview(s),youmustrenameallviewstomeetthenewnamingstandard.
FinancialsProductFamily6-32UpgradingOracleApplicationsForNTusers:C:\>sqlplus/SQL>renametowhereisthenameofyourcustomizedviewandisthenewnameoftheview,usingthenewnamingstandardlistedasfollows:Forexample,theTAX_LINES_INVOICE_IMPORT_Vviewwouldhavethefollowingnamingstructure:Step3:Updatetaxvendordescriptiveflexfieldinformation(conditionallyrequired)CompletethisstepifyourtaxvendoriseitherTaxwareSales/UseTaxSystemorVertexQuantum.
Inpreviousreleases,thepointoforderacceptance,pointoforderorigin,ship-to,ship-from,andtaxexemptioninformationwasdefinedindescriptiveflexfields.
InRelease11i,thisinformationmustbeenteredintheReceivablesSalesforce,Organization,andSystemOptionswindows.
RunOracle(noadditionalnamingstructure)TaxWare(AVP)_AaddedtotheviewnameVertex_VaddedtotheviewnameCustom1_1addedtotheviewnameCustom2_2addedtotheviewnameCustom3_3addedtotheviewnameCustom4_4addedtotheviewnameCustom5_5addedtotheviewnameOracleTAX_LINES_INVOICE_IMPORT_VTaxwareTAX_LINES_INVOICE_IMPORT_V_AVertexTAX_LINES_INVOICE_IMPORT_V_VCustom1TAX_LINES_INVOICE_IMPORT_V_1Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:ImplementingOracleReceivableswithTaxwareSales/UseTaxSystemorImplementingOracleReceivableswithVertexQuantumDobeforeanyoneuses:OracleReceivablesFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-33ar115vdr.
sqltocopyexistinginformationinthedescriptiveflexfieldstothenewRelease11icolumns.
Thescriptheaderdescribesthenecessaryparameters:ForUNIXusers:$cd$AR_TOP/admin/sql$sqlplus/@ar115vdr.
sqlForNTusers:C:\>cd%AR_TOP%\admin\sqlC:\>sqlplus/@ar115vdr.
sqlStep4:SetupTaxAccounting(recommended)SetupTaxAccountingifyouwantOracleReceivablestocalculatetaxonadjustments,discounts,financecharges,ormiscellaneoustransactions.
Additionalsetupisrequiredifyouwanttoimplementdeferredtaxaccounting—anaccountingmethodthatenablesyoutodefertaxuntilpaymentisreceived,ratherthanwhenthetransactioniscreated.
Step5:Createcontextsandsegmentsfornewflexfields(required)Theupgradechangesthenamesofsomeofthetablescontainingcustomerinformationandalsoinstallsnewflexfieldsthatrefertothenewtables.
(Afteryouhavecompletedtheinstallation,theoldflexfieldtitleswillhavethelettersOLDappended.
)Inthisstep,youcopytheContextFieldValuesandthevaluesintheSegmentsSummaryfromtheoldflexfieldstothenewflexfields.
AdditionalInformation:ImplementingOracleReceivableswithTaxwareSales/UseTaxSystem;ImplementingOracleReceivableswithVertexQuantumPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:OracleReceivablesAdditionalInformation:TaxAccounting,OracleReceivablesTaxManualPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsFlexfieldsGuideDobeforeanyoneuses:CustomerenhancementsFinancialsProductFamily6-34UpgradingOracleApplicationsYouconfiguretheflexfieldsbyopeningtwoinstancesoftheDescriptiveFlexfieldSegmentswindow.
Inthefirstinstance,youqueryyourold,obsoleteflexfieldtitles,whichnowendinOLD.
Inthesecondinstance,youqueryyournewflexfieldtitles.
Youthencopytheinformationfromtheoldflexfieldstothenew.
1.
NavigatetotheDescriptiveFlexfieldsSegmentswindow.
FromtheSysAdminresponsibility,chooseApplication>Flexfield>Descriptive>Segments.
2.
Querythefirstnewflexfield;forexample,CustomerInformation.
Afteryourunthequery,theCustomerInformationflexfieldappears.
3.
WithoutclosingthefirstDescriptiveFlexfieldsSegmentwindow,openanewinstanceoftheDescriptiveFlexfieldsSegmentswindow.
4.
Querytheoldflexfield,whichhasthelettersOLDappended.
Forexample,CustomerInformationOLD.
OBSOLETEFLEXFIELDNEWFLEXFIELDCustomerInformationOLDCustomerInformationAddressInformationOLDAddressInformationSiteUseInformationOLDSiteUseInformationCustomerCreditProfileInformationOLDCustomerCreditProfileInformationCustomerProfileAmountsOLDCustomerProfileAmountsTelephoneNumberInformationOLDTelephoneNumberInformationContactRoleInformationOLDContactRoleInformationCustomerRelationshipInformationOLDCustomerRelationshipInformationRemitAddressOLDRemitAddressCreditProfileClassInformationOLDCreditProfileClassInformationCustomerProfileClassAmountsOLDCustomerProfileClassAmountsContactInformationOLDContactInformationNOTE:YounowhavetwoDescriptiveFlexfieldsSegmentswindowsopen.
Inoneisthenewflexfield,CustomerInformation,withnocontextinformationdisplayed.
Intheotheristheoldflexfield,CustomerInformationOLD,withanycontextinformationyouhadpreviouslyenteredshownintheContextFieldValuesregionatthebottomofthewindow.
FinancialsProductFamilyCategory5—BeforeUsingYourProducts6-355.
CopythevaluesoftheoldContextFieldValuesregionintotheContextFieldValuesregionofthenewflexfield.
6.
Saveyourwork.
7.
ChoosetheSegmentsbuttontoopentheSegmentsSummarywindowfortheoldflexfield.
8.
CopyandpastethevaluesintheoldSegmentsSummarywindowintothenewSegmentsSummarywindow.
9.
Saveyourwork.
10.
Repeatthisprocedureforeachoftheremainingelevennewflexfields.
Step6:CreatedatabaseobjectsrequiredfortheupgradeofdataforMRC(conditionallyrequired)IfyouimplementedMRC,performthissteptocreateapackagethatisrequiredwhenyourunthenextupgradestep.
RunthisscriptforeachMRCschema:ForUNIXusers:$cd$AR_TOP/admin/sql$sqlplus/@ARUPGMCS.
pls$sqlplus/@ARUPGMCB.
plsForNTusers:C:\>cd%AR_TOP%\admin\sqlC:\>sqlplus/@ARUPGMCS.
plsC:\>sqlplus/@ARUPGMCB.
plsPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleReceivablesNote:Gain/Loss/Roundingaccountsmayexistforareportingsetofbookseventhoughtheydonotexistfortheprimarysetofbooks.
So,youmustsetuptheseaccountsforallsetsofbooksbeforeyoucompletethenextstep.
Country-specificFinancialsProductFamily6-36UpgradingOracleApplicationsStep7:CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)IfyouhaveimplementedMRC,thisstepisrequiredtoupgradeexistingAR/MRCdatatothenewdatamodelforSLAdrilldownandT-accounts.
RunthisscriptforeachMRCschema:ForUNIXusers:$cd$AR_TOP/admin/sql$sqlplus/@ar115mrc.
sqlForNTusers:C:\>cd%AR_TOP%\admin\sqlC:\>sqlplus/@ar115mrc.
sqlCountry-specificFinancialsProductFamilyThefollowingCategory5tasksarerequiredorrecommendedtoupgradetheproductsintheCountry-specificFinancialsproductfamily.
OracleFinancialsCommonCountriesFeaturesTasksStep1:UpdatecustomizedmenusthatuseJGsubmenus(conditionallyrequired)Performifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleReceivablesChecklistPerformforthiscountry.
.
.
1.
UpdatecustomizedmenusthatuseJGsubmenus(conditionallyrequired)All2.
SetupEFTsystemformatinformation(conditionallyrequired)Germany,Netherlands,Norway,Sweden,andSwitzerland3.
EnabletheSwiftCodefieldintheEnterBankswindow(conditionallyrequired)Denmark,Norway,Finland,SwitzerlandPerformforthiscountry:AllPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:OracleFinancialsCommonCountryFeaturesReferencemanual:OracleApplicationsSystemAdministrator'sGuide,OracleApplicationsProductUpdateNotesCountry-specificFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-37InRelease10.
7andRelease11,OracleFinancialsCommonCountryFeatures(JG)includedoneseededmenu.
InRelease11i,OracleFinancialsCommonCountryFeaturesincludesaseparateseededmenuforeachapplication.
IfyouhavecustomizedmenusthatusetheRelease10.
7orRelease11JGmenusassubmenus,youmustupdateyourcustomizedmenustousetheRelease11iJGmenusinstead.
Forinformationondefiningmenus,refertoMenusWindow,OracleApplicationsSystemAdministrator'sGuide.
FordetailsabouttheJGmenusthatareseededinRelease11i,refertoOracleFinancialsCommonCountryFeatures,OracleApplicationsProductUpdateNotes.
Step2:SetupEFTsystemformatinformation(conditionallyrequired)ForeachOracleFinancialsinstallation,youmustreviewtheEFTsystemformatsforeachcountryandverifythattheformatsarecorrect.
Setupformatswhennecessary.
Forinstructionsonsettingupformats,seeEnteringSystemFormatEFTInformationinthecountry-specificguidesforGermany,Netherlands,Norway,andSweden;andDefiningEFTSystemFormatsforDTAandDefiningEFTSystemFormatsforSADinthecountry-specificguideforSwitzerland.
Step3:EnabletheSwiftCodefieldintheEnterBankswindow(conditionallyrequired)RunthisscripttoenabletheSWIFTCodefieldinthePayablesEnterBankswindow:ForUNIXusers:$cd$JG_TOP/admin/sql$sqlplus/@jgzzswft.
sqlForNTusers:C:\>cd%JG_TOP%\admin\sqlC:\>sqlplus/@jgzzswft.
sqlPerformforthiscountry:Germany,Netherlands,Norway,Sweden,andSwitzerlandPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Payables)Dobeforeanyoneuses:OracleFinancialsforGermany,Netherlands,Norway,Sweden,andSwitzerlandPerformforthiscountry:Denmark,Finland,Norway,andSwitzerlandPerformifupgradingfrom:10.
7charactermodePerformedby:DatabaseAdministratorDobeforeanyoneuses:OracleFinancialsforDenmark,Finland,Norway,andSwitzerlandCountry-specificFinancialsProductFamily6-38UpgradingOracleApplicationsOracleFinancialsforEuropeTasksStep1:Upgradecharacter-moderesponsibilities(recommended)Release11iisaGUI-onlyrelease—allcharacter-moderesponsibilitieswillbecomeobsoletewhenyouupgrade.
Theywillbeautomaticallydisabledandnolongeravailableaftertheupgradeiscomplete.
Youmustunderstandthefunctionalneedsofusersatyourcompanyandre-implementresponsibilitiesasthoughforafreshinstall.
Obsoletecharactermoderesponsibilitiesincludingthefollowing:ChecklistPerformforthiscountry.
.
.
1.
Upgradecharacter-moderesponsibilities(recommended)All2.
UpdatecustomizedmenusthatuseJEsubmenus(conditionallyrequired)AllPerformforthiscountry:AllPerformifupgradingfrom:10.
7(charactermode)Performedby:SystemAdministratorDobeforeanyoneuses:OracleFinancialsforEuropeReferencemanual:OracleApplicationsSystemAdministrator'sGuideIfyouuse.
.
.
thesecharacter-moderesponsibilitiesareobsolete.
.
.
OraclePayables,Receivables,orGeneralLedgerAustrianLocalPayables,LocalReceivables,andLocalGeneralLedgerBelgianLocalPayables,LocalReceivables,andLocalGeneralLedgerDanishLocalPayables,LocalReceivables,andLocalGeneralLedgerFinnishLocalPayables,LocalReceivables,andLocalGeneralLedgerFrenchLocalPayables,LocalReceivables,andLocalGeneralLedgerGermanLocalPayables,LocalReceivables,andLocalGeneralLedgerItalianLocalPayables,LocalReceivables,andLocalGeneralLedgerNetherlandsLocalPayables,LocalReceivables,andLocalGeneralLedgerCountry-specificFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-39OracleFinancialsforEuropeincludesaseparateresponsibilityforeachapplicationwithineachcountry.
EachexistingGUIresponsibilityinRelease10.
7andRelease11correspondstooneormorenewresponsibilitiesinRelease11i.
NorwegianLocalPayables,LocalReceivables,andLocalGeneralLedgerPortugueseLocalPayables,LocalReceivables,andLocalGeneralLedgerSpanishLocalPayables,LocalReceivables,andLocalGeneralLedgerSwedishLocalPayables,LocalReceivables,andLocalGeneralLedgerSwissLocalPayables,LocalReceivables,andLocalGeneralLedgerUnitedKingdomLocalPayables,LocalReceivables,andLocalGeneralLedgerOracleAssetsGermanLocalAssetsItalianLocalAssetsOracleOrderEntryItalianLocalOrderEntryandItalianLocalInventoryOldResponsibilityin10.
7and11NewResponsibilitiesin11iAustrianLocalizationsGUIAustrianAPLocalizationsandGLLocalizationsBelgianLocalizationsGUIBelgianAPLocalizations,ARLocalizations,andGLLocalizationsCzechLocalizations(Release11only)CzechAPLocalizations,ARLocalizations,andGLLocalizationsDanishLocalizationsGUIDanishAPLocalizations,ARLocalizations,andGLLocalizationsFinnishLocalizationsGUIFinnishAPLocalizations,ARLocalizations,andGLLocalizationsFrenchLocalizationsGUIFrenchAPLocalizationsandGLLocalizationsGermanLocalizationsGUIGermanAPLocalizations,ARLocalizations,andGLLocalizationsIfyouuse.
.
.
thesecharacter-moderesponsibilitiesareobsolete.
.
.
Country-specificFinancialsProductFamily6-40UpgradingOracleApplicationsStep2:UpdatecustomizedmenusthatuseJEsubmenus(conditionallyrequired)GreekLocalizations(Release11only)GreekAPLocalizations,ARLocalizations,FALocalizations,andGLLocalizationsHungarianLocalizations(Release11only)HungarianAPLocalizations,ARLocalizations,andGLLocalizationsIsraeliLocalizations(Release11only)NotavailableinRelease11iItalianLocalizationsGUIItalianAPLocalizations,ARLocalizations,andGLLocalizationsNetherlandsLocalizationsGUINetherlandsAPLocalizationsandGLLocalizationsNorwegianLocalizationsGUINorwegianAPLocalizations,ARLocalizations,andGLLocalizationsPolishLocalizations(Release11only)PolishAPLocalizations,ARLocalizations,andGLLocalizationsPortugueseLocalizations(Release11only)PortugueseAPLocalizations,ARLocalizations,andGLLocalizationsSpanishLocalizationsGUISpanishAPLocalizations,ARLocalizations,andGLLocalizationsSwedishLocalizationsGUISwedishAPLocalizations,ARLocalizations,andGLLocalizationsSwissLocalizationsGUISwissAPLocalizations,ARLocalizations,andGLLocalizationsTurkishLocalizations(Release11only)TurkishAPLocalizations,ARLocalizations,andGLLocalizationsAdditionalInformation:DefiningaResponsibility,OracleApplicationsSystemAdministrator'sGuidePerformforthiscountry:AllPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:OracleFinancialsforEuropeReferencemanual:OracleApplicationsSystemAdministrator'sGuide,OracleApplicationsProductUpdateNotesOldResponsibilityin10.
7and11NewResponsibilitiesin11iCountry-specificFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-41InRelease10.
7andRelease11,OracleFinancialsforEuropeincludedoneseededmenuforeachcountry.
InRelease11i,thereisaseparateseededmenuforeachapplicationwithineachcountry.
IfyouhavecustomizedmenusthatusetheRelease10.
7orRelease11JEmenusassubmenus,youmustupdateyourcustomizedmenustousetheRelease11iJEmenusinstead.
Fordetailsaboutdefiningmenus,seeMenusWindow,OracleApplicationsSystemAdministrator'sGuide.
FordetailsabouttheJEmenusthatareseededinRelease11i,seeOracleFinancialsforEurope,OracleApplicationsProductUpdateNotes.
OracleFinancialsfortheAmericasTasksStep1:SetthevalueoftheJL:InflationRatioPrecisionprofileoption(required)ChecklistPerformforthiscountry.
.
.
1.
SetthevalueoftheJL:InflationRatioPrecisionprofileoption(required)Argentina,Chile2.
Createnewlookupcodes(required)Argentina,Colombia3.
Settaxsystemoptions(required)Argentina,Colombia4.
Updatesalesordersandinvoices(required)Argentina,Colombia5.
Ensurethatavalidinventoryorganizationisdefinedforprofileoptions(required)Argentina,Brazil,Colombia6.
Manuallyassociatetaxinformationforeachinventoryorganizationlocation(required)Brazil7.
Associatetaxgroupsandtaxcategories(required)Brazil,Argentina,Colombia8.
Cancelandre-enterallunapprovedandunpostedinvoices(conditionallyrequired)Argentina,Colombia9.
Archiverestoredtechnicalappraisals(conditionallyrequired)ColumbiaPerformforthiscountry:Argentina,ChilePerformifupgradingfrom:11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:YesCountry-specificFinancialsProductFamily6-42UpgradingOracleApplicationsBesurethatyouassigntheprofileoptionvaluethatyourecordedinCategory1(JL:InflationRatioPrecision)tothenewprofileoption.
Step2:Createnewlookupcodes(required)FromtheApplicationDevelopersresponsibility,usetheApplicationObjectLibraryLookupswindow(Application>Lookups>ApplicationObjectLibrary)tocreatethefollowinglookupcodes.
DonotentervaluesintheStartDateActiveandEndDateActivefields.
ChecktheEnabledcheckbox.
Step3:Settaxsystemoptions(required)AdditionalInformation:DefineInflationRatioPrecision,OracleFinancialsCommonCountryFeaturesUser'sGuidePerformforthiscountry:Argentina,ColombiaPerformifupgradingfrom:10.
7,or11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleApplicationsUser'sGuideLookupCodeLookupTypeNotesOBS-TCJLZZ_AR_TX_CATEGRYPerformonlyifupgradingfromRelease11.
0andhavenotappliedpatch839884.
Assignexistingtaxcodestothisobsoletetaxcategorysothatyoucanqueryprevioustaxcodeswithoutincurringerrormessages.
Thisstepalsoletsyouviewoldtransactionsafteryoucompletethesubsequentsteps.
OBS-CONDTRANSACTION_ATTRIBUTEPerformonlyifupgradingfromRelease10.
7.
Letsyouviewoldtransactionsafteryoucompletethesubsequentsteps.
Youcanviewpre-upgradetransactionsthatdidnotfailmandatoryvalidations.
OBS-VALUEJLZZ_AR_TX_ATTR_VALUEPerformonlyifupgradingfromRelease10.
7.
Letsyouviewoldtransactionsafteryoucompletethesubsequentsteps.
Youcanviewpre-upgradetransactionsthatdidnotfailmandatoryvalidations.
AdditionalInformation:ApplicationUtilitiesLookupsandApplicationObjectLibraryLookups,OracleApplicationsUser'sGuidePerformforthiscountry:Argentina,ColombiaPerformifupgradingfrom:10.
7Country-specificFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-43SettaxsystemoptionsforeveryorganizationaspartoftheLatinTaxEngineupgradeifyouareusingthemulti-organizationfunctionality.
1.
NavigatetotheSystemOptionswindow(ArgentineReceivables>StandardAR>Setup>System>SystemOptions)or(ColombianReceivables>OracleReceivables>Setup>System>SystemOptions).
2.
IntheTaxalternatenameregion,checktheInclusiveTaxUsedcheckboxandmakesurethattheCompoundTaxescheckboxisunchecked.
3.
IntheMiscellaneousalternatenameregion,opentheglobalizationflexfield.
4.
EntervaluesintheCountryCode,UseLegalMessages,andTaxRuleSetfields.
Step4:Updatesalesordersandinvoices(required)ThisstepisapartoftheLatinTaxEngineupgrade.
Inpreparationforupdatingyoursalesordersandinvoices,youneedtofirstcreateobsoletetaxcodes,categoriesandclassesfortheseprevioustransactionsandthenassociatetheobsoletetaxcategorieswithconditionandvalues.
Completingthesetwotasksallowsyoutosuccessfullyviewyourpreviouslycreatedtransactions.
Tocreateobsoletetaxcodes,categories,andclassesforprevioustransactions:Completethisstepforeveryorganization,ifyouareusingmulti-orgfunctionality.
UsetheArgentineReceivablesorColombianReceivablesresponsibilityforthisstep.
Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuide;OracleReceivablesUser'sGuideAdditionalInformation:DefineSystemOptions,OracleFinancialsCommonCountryFeaturesUser'sGuide;DefiningReceivablesSystemOptions,OracleReceivablesUser'sGuidePerformforthiscountry:Argentina,ColombiaPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Receivables)Referencemanual:NoCountry-specificFinancialsProductFamily6-44UpgradingOracleApplications1.
Createataxcategory.
IntheLatinTaxCategorieswindow(Argentine(orColombian)Localization>Setup>LatinTax>Categories),createataxcategoryforupgradingexistingtransactionandsalesorderdata.
2.
Createataxcode.
IntheTaxCodesandRateswindow(Argentina—StandardAR>Setup>Tax>Codes,orColombia—OracleReceivables>Setup>Tax>Codes),createataxcodeforupgradingexistingtransactionandsalesorderdata.
Inthisfield.
.
.
Enterthisvalue.
.
.
TaxCodeOBS-TCEffectiveFrom01-JAN-1951EffectiveTo31-DEC-4712ThresholdCheckLevelLineGroupingConditionTypeLineGroupingConditionLineAdditionalInformation:DefineTaxCategories,OracleFinancialsCommonCountryFeaturesUser'sGuideInthisfield/checkbox.
.
.
Enterthisvalue.
.
.
TaxCodeOBS-TAX-CODETaxTypeValueAddedTax(VAT)TaxableBasisBeforeDiscountTaxRate%0.
00EffectiveDates-From01-JAN-1951EffectiveDates-ToEnabledCheckedDisplayedCheckedTaxCategory(inGlobalizationFlexfield)OBS-TCAdditionalInformation:DefineTaxCodesandRates,OracleReceivablesTaxUser'sGuideCountry-specificFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-453.
Createafiscalclassificationcode.
IntheLatinFiscalClassificationswindow(Argentine(orColombian)Localization>Setup>LatinTax>FiscalClassifications),createafiscalclassificationcodeforupgradingexistingtransactionandsalesorderdata.
4.
Createatransactionclass.
IntheLatinTaxConditionClasseswindow(Argentine(orColombian)Localization>Setup>LatinTax>ConditionClasses),createatransactionclassusedforupgradingexistingtransactionandsalesorderdata.
Inthisfield/checkbox.
.
.
Enterthisvalue.
.
.
FiscalClassificationCodeOBS-FISCALDisplayedValueOBS-FISCALDescriptionOBS-FISCALStartDateActive01-JAN-1951EndDateActive31-DEC-4712TaxCategoryOBS-TCFromDate01-JAN-1951ToDate31-DEC-4712TaxCodeOBS-TAX-CODEEnabledCheckedAdditionalInformation:DefineFiscalClassifications,OracleFinancialsCommonCountryFeaturesUser'sGuideInthisfield/checkbox.
.
.
Enterthisvalue.
.
.
ClassTypeTransactionClassClassCodeOBS-TRANS-CLASSDescriptionOBS-TRANS-CLASSStartDateActive01-JAN-1951EndDateActive31-DEC-4712TaxCategoryOBS-TCConditionCodeOBS-CONDValueCodeOBS-VALUEEnabledCheckedCountry-specificFinancialsProductFamily6-46UpgradingOracleApplicationsToassociateobsoletetaxcategorywithconditionandvalues:IntheAssociateLatinTaxCategorywithConditionsandValueswindow(Argentine(orColombian)Localization>Setup>LatinTax>ConditionsandValues),associatetaxcategoryOBS-TCwithOBS-CONDconditionandOBS-VALUEvalue.
Completethisstepforeveryorganization,ifyouareusingmulti-orgfunctionality.
Toupdatesalesordersandinvoices:RunthefollowingscriptstofillintheTaxCode,FiscalClassificationCode,andTransactionConditionClassfieldswithdefaultvaluesforallofyourorderlinesandinvoicelines.
ThescriptpopulatestheTaxCodefieldonlyifitisblank.
SpecifythevalueforCountryCode:AR(Argentina)orCO(Colombia).
Toupdatesalesorders,runjlzztu01.
sql.
Usejlzztu01.
lsttoreviewtheresults.
Enteracountrycodeastheparameter.
ThescriptsshownintheexamplesassumeanArgentinesetup.
Inthatcase,enterARasthe.
AdditionalInformation:DefineTaxConditionClassesforTransactions,OracleFinancialsCommonCountryFeaturesUser'sGuideInthisfield/checkbox.
.
.
Enterthisvalue.
.
.
TaxCategoryOBS-TCConditionTypeTransactionConditionConditionNameOBS-CONDMandatoryInClassCheckedDeterminingFactorCheckedGroupingAttributeCheckedValueOBS-VALUEDefaultToClassCheckedAdditionalInformation:AssociateTaxCategorieswithTaxConditionsandValues,OracleFinancialsCommonCountryFeaturesUser'sGuideNote:Thescriptsinthissteparepotentiallylong-running.
Youshouldplanyourupgradescheduleaccordingly.
Country-specificFinancialsProductFamilyCategory5—BeforeUsingYourProducts6-47ForUNIXusers:$cd$JL_TOP/admin/sql$sqlplus/@jlzztu01.
sql\OBS-FISCALOBS-TRANS_CLASSForNTusers:C:\>cd%JL_TOP%\admin\sqlC:\>sqlplus/@jlzztu01.
sql\OBS-FISCALOBS-TRANS_CLASSToupdateinvoices,runjlzztu02.
Usejlzztu02.
lsttoreviewtheresults.
ForUNIXusers:$cd$JL_TOP/admin/sql$sqlplus/@jlzztu02.
sql\OBS-FISCALOBS-TRANS_CLASSForNTusers:C:\>cd%JL_TOP%\admin\sqlC:\>sqlplus/@jlzztu02.
sql\OBS-FISCALOBS-TRANS_CLASSStep5:Ensurethatavalidinventoryorganizationisdefinedforprofileoptions(required)Performthissteponlyifyouhavenotappliedpatch839884.
ThisstepispartoftheLatinTaxEngineupgrade.
CheckthatavalidinventoryorganizationisdefinedfortheOE:ItemValidationOrganizationandOM:ItemValidationOrganizationprofileoptions.
AdditionalInformation:EnteringTransactions,OracleReceivablesUser'sGuide;OracleFinancialsforArgentinaUser'sGuide;OracleFinancialsforColombiaUser'sGuidePerformforthiscountry:Argentina,Brazil,ColombiaPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministratorGuideAdditionalInformation:OverviewofSettingUserProfiles,OracleApplicationsSystemAdministrator'sGuideCountry-specificFinancialsProductFamily6-48UpgradingOracleApplicationsStep6:Manuallyassociatetaxinformationforeachinventoryorganizationlocation(required)Performthissteponlyifyouhavenotappliedpatch786842(Inventoryorgpatch).
ThisstepispartoftheLatinTaxEngineupgrade.
FromtheBrazilianReceivablesresponsibility,enteravalidvaluefortheOrganizationClassfieldintheglobalizationflexfieldoftheLocationwindow(StandardAR>Setup>System>Organizations>Location).
Performthisstepforeachinventoryorganizationlocation,ifyouareusingmulti-orgfunctionality.
Step7:Associatetaxgroupsandtaxcategories(required)AsapartoftheLatinTaxEngineupgrade,BrazilianusersmustperformthisstepifupgradingfromRelease11.
0(andhavenotappliedpatch839884).
FromtheBrazilianReceivablesresponsibility,usetheLatinTaxGroupswindow(BrazilianLocalization>Setup>LatinTax>Groups)tosetupthisassociation.
Ensurethatalltaxgroupshaveatleastonetaxcategory.
Step8:Cancelandre-enterallunapprovedandunpostedinvoices(conditionallyrequired)CompletethissteponlyifyouhavenotinstalledLatinAmericancountry-specificfunctionalityinRelease11.
Allinvoicesthatwere/aretobetransferredfromthePerformforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideAdditionalInformation:AssignTaxConditionClassestoOrganizations,SettingUpGlobalizationFlexfields,OracleFinancialsCommonCountryFeaturesUser'sGuidePerformforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideAdditionalInformation:DefineTaxGroup,OracleFinancialsCommonCountryFeaturesUser'sGuidePerformforthiscountry:Argentina,ColombiaPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:OraclePayablesUser'sGuideHRMSProductFamilyCategory5—BeforeUsingYourProducts6-49previousperiodtothenewperiodwillnothavethewithholdingapplicabilityortheadditionalinformationnecessaryfortheExtendedWithholdingfeaturetofunctioncorrectly.
Youmustre-entertheseinvoices.
TheExtendedWithholdingapplicabilitytakesplaceafteryoucompleteallthesetupstepsdescribedintheOraclePayableschapteroftheOracleFinancialsforArgentina/ColombiaUser'sGuide.
Step9:Archiverestoredtechnicalappraisals(conditionallyrequired)Besuretore-archivetechnicalappraisalsthatyourestoredinCategory1.
HRMSProductFamilyThefollowingCategory5tasksarerequiredorrecommendedtoupgradetheproductsintheHRMSproductfamily.
OracleHumanResourcesTasks(U.
S.
,U.
K.
,andJapan)Step1:SelectlegislationandcollegedatawithDataInstall(required)AdditionalInformation:CancellingInvoicesandEnteringInvoices,OraclePayablesUser'sGuidePerformforthiscountry:ColombiaPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Assets)Referencemanual:OracleFinancialsforColombiaUser'sGuideRequiresConcurrentManager:YesAdditionalInformation:Archiving,Purging,andRestoringTechnicalAppraisals,OracleFinancialsforColombiaUser'sGuideChecklistPerformedby1.
SelectlegislationandcollegedatawithDataInstall(required)DatabaseAdministrator2.
Runthegloballegislationdriver(required)DatabaseAdministrator3.
Runtheexchangeratemigrationscript(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleHumanResourcesHRMSProductFamily6-50UpgradingOracleApplicationsDataInstallisaJavautilitythatallowsyoutoselectthelegislationforyourenterprise.
IfyouareupgradingaUSorUKlegislation,youcanalsouseittoupgradecollegedata.
Toselectlegislations,displaythemainmenubytyping:jreoracle.
apps.
per.
DataInstall\where=thinand=hostname:dport:oraclesid.
Forexample:jreoracle.
apps.
per.
DataInstallscotttigerthinaurora.
us.
oracle.
com:1521:orclChooseoption1,Selectlegislativedatatoinstallorupgrade.
Thescreenlistsavailablecountry-specificfinancialsandproductcombinations.
TheActiondefaultstoUpgradeforeachproductorcountry-specificfunctionalitythatalreadyhaslegislationdatainthedatabase.
Thiscannotbechanged.
Youcanchooseanynewinstallationsthatyouwishtoimplement.
Forexample,toinstallCanadaPayroll,number3,type3I.
ThiswouldalsosettheactiononCanadaHumanResourcestoInstallasdependenciesaremaintained.
Tocorrectamistakewheninstallinganadditionallegislation,usetheClearoption.
IfyouareinstallinganadditionalPayrollandHRlegislation,clearingthePayrolllegislationautomaticallyclearstheHRlegislation.
ForceInstallisneededonlywhenyoureapplystepsintheGlobalLegislationDriver,andisnotusedforupgrades.
Note:Inmultiplesetsofbooksinstalls,usetheusernameandpasswordofthefirstAPPSaccount.
DataInstall-SelectLegislativeDatatoinstall/upgrade#LocalisationProduct(s)LegislativeDataAction1GlobalOracleHumanResources2CanadaOracleHumanResources3CanadaOraclePayroll4JapanOracleHumanResources5JapanOraclePayroll6UnitedKingdomOracleHumanResources7UnitedKingdomOraclePayroll8UnitedStatesOracleHumanResourcesInstalledUpgrade9UnitedStatesOraclePayrollInstalledUpgrade-ChangeAction[I:Install,F:ForceInstall,U:Upgrade,C:Clear][Return]-Toproceedtonextstep.
Enteryourchoice(forexample2I):[userchoice]HRMSProductFamilyCategory5—BeforeUsingYourProducts6-51SelectaUSorUKlocalizationandpressReturn.
YoucannowselecttoinstallorupgradetheCareerManagementcollegeinformation.
IfyouhavenotchosenaUSorUKlocalization,youarereturnedtothemainmenu.
Theinstalloptionisavailableonlyifyouhavenoexistingcollegedata.
Ifyouhaveexistingdata,thelocalizationdefaultstoUpgrade(thiscanbechanged).
ChooseRemaintokeeptheexistingdataandnotapplytheupgrade.
ChooseCleartosettheActiontoNull.
DonotuseForceUpgradeasitisnotavalidchoiceinthispoint.
PressReturntodisplaythemainmenu.
Chooseoption1tomakefurtherchanges,oroption2toexit.
Whenyouchoosetoexit,thefinalscreensummarizestheactionsthatwillbetakenwhentheprogramexits,orwhenAdPatchisrunwiththeGlobalLegislationDriver.
IfyourlegislationisJapan:RunDataInstallasdescribedfortheUSandUK,andselecttheJapaneselegislation.
DataInstall-CollegeDataOption#LocalisationCollegeDataAction1UnitedKingdom2UnitedStatesInstalledUpgrade-ChangeAction[I:Install][F:ForceInstall][U:Upgrade][R:Remain][C:Clear][X]-Exit.
[Return]-ToreturntotheDataInstallMainMenuEnteryourchoice(forexample1N):[userchoice]DataInstall-ActionssummaryThefollowingactionswillbeperformed:LocalisationProduct(s)LegislativeDataActionUnitedKingdomOracleHumanResourcesInstallUnitedKingdomOraclePayrollInstallUnitedStatesOracleHumanResourcesInstalledUpgradeUnitedStatesOraclePayrollInstalledUpgradeLocalisationCollegeDataActionUnitedKingdomInstallUnitedStatesInstalledUpgradeHRMSProductFamily6-52UpgradingOracleApplicationsStep2:Runthegloballegislationdriver(required)Todeliverthegenericentityhorizonandallthecountry-specificfinancialsproductsselected,runAutoPatch.
Answertheinteractivequestions.
Whenpromptedforthepatchdirectory,specify$PER_TOP/patch/115/driverwithpatchdriverfilehrglobal.
drv.
NTuserswillspecify%PER_TOP%\patch\115\driver.
Afterapplyingthegloballegislationdriver:Examinethefollowingoutfile.
IfthelegislationisU.
K.
Examinethefollowingoutfiles:BothfilesareusedbyOracleSupportServicestodiagnoseproblemswithseeddatafollowinganupgrade.
SQLerrorsindicatesevereproblems.
KeepthesefilesforreferenceintheeventofanyfutureproblemwithU.
K.
seeddata.
Step3:Runtheexchangeratemigrationscript(conditionallyrequired)InpriorreleasesofHRMS,exchangerateswerestoredwithintheOraclePayrollexchangeratestable(PAY_EXCHANGE_RATES_F).
ToenablecloserintegrationPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Dobeforeanyoneuses:OracleHumanResourceshrlegend.
lstLogsanycountry-specificfinancialproductsthatwereselectedintheJavautilitythathavenotbeenappliedbythisdriver.
RefertoyourinstallationmanualtoensureeverythinghasbeenappliedcorrectlyorcontactOracleSupportServices.
pegbutcl.
lstLogsthestepthatremovespreviouslyseededusertablesfortheU.
K.
legislationbeforedeliveringthelatestversion.
Itmayalsoshowwhereseeddatanameshavebeenchangedbetweenreleases.
perleggb.
lstLogsthehousekeepingstepthatgetsridofredundantU.
K.
seeddataafterdeliveryofthelatestversion.
ItalsorecordsthenewbalancefeedsthathavebeeninsertedfollowinganupgradefromOracleHumanResourcestoOracleHRMS.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleHumanResourcesHRMSProductFamilyCategory5—BeforeUsingYourProducts6-53withotherOracleApplications,ratesarenowlocatedwithintheOracleGeneralLedger(GL)exchangeratessystem.
IfyouuseexchangeratesinOracleHRMS,performthissteptomigrateyourexistingexchangeratesfromPayrollintoGeneralLedger.
Runthefollowingscript:ForUNIXusers:$cd$PAY_TOP/admin/sql$sqlplus/@pyrtmig.
sqlForNTusers:C:\>cd%PAY_TOP%\admin\sqlC:\>sqlplus/@pyrtmig.
sqlAlistofBusinessGroupsforwhichexchangeratesexistwillbedisplayed.
SelectaBusinessGrouptomigrateandentertheID.
Toexit,leaveblankandpressEnter.
ReviewthelistofpayrollsforwhichexchangeratesexistandselectthemasterpayrollforthisBusinessGroup.
Toexit,leaveblankandpressEnter.
Anexchangerateforagivendatemayexistondifferentpayrolls.
ThiscannotbethecaseforGLrates.
Topreventthisoccurrence,ifaratealreadyexistsforagivendateitisoverwrittenbythenewrate.
Themasterpayrollisthelastpayrollratetobemigratedsothatthemasterratetakesprecedenceforarateonadifferentpayroll.
Attheprompt,supplytheConversionTypeforwhichrateswillbecreated.
ExistingConversionTypesaredisplayed.
YouwillnotbeabletoselectthestandardGLtypessuchasCorporateorSpottoensurethatratescreatedbyotherapplicationsarenotinterferedwith.
TheConversionTypeshouldbeginwithHR.
Anerrorwilloccurifadifferentprefixisselected.
AnewConversionTypewillbecreatedifthesuppliednamedoesnotexist.
Yourselectionsaredisplayed.
EnterYtocontinuewiththemigration.
Areportisdisplayedspecifyingthenumberofrowsprocessed.
Ifanyrowsfailmigration,theyaredisplayedshowingtheerrorandratedetails.
OraclePayrollTasks(U.
S.
,U.
K.
,andJapan)Note:YoudonotneedtohavepurchasedOracleGLinordertomakeuseofthenewexchangerateentryform.
ChecklistPerformedby1.
EnsurethatDataInstallhasbeenrun(required)DatabaseAdministratorManufacturingandDistributionProductFamily6-54UpgradingOracleApplicationsStep1:EnsurethatDataInstallhasbeenrun(required)EnsurethatDataInstallhasbeenrun,asdescribedinOracleHumanResources,andthattheappropriatelegislation(U.
S.
,U.
K.
,orJapanese)hasbeenselected.
Step2:Ensurethatthegloballegislationdriverhasbeenrun(required)EnsurethattheGlobalLegislationdriverhasbeenrun,asdescribedinthesectiononOracleHumanResources.
Step3:Ensurethattheexchangeratemigrationscripthasbeenrun(conditionallyrequired)EnsurethattheExchangeRateMigrationscripthasbeenrun,ifrequired.
ManufacturingandDistributionProductFamilyThefollowingCategory5tasksarerequiredorrecommendedtoupgradetheproductsintheManufacturingandDistributionproductfamily.
BecauseOracleInventory,OracleCostManagement,andOracleWorkinProcessarecloselyrelated,theupgradestepsfortheseproductshavebeencombinedunderoneheading.
2.
Ensurethatthegloballegislationdriverhasbeenrun(required)DatabaseAdministrator3.
Ensurethattheexchangeratemigrationscripthasbeenrun(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OraclePayrollPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OraclePayrollPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OraclePayrollChecklistPerformedbyManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-55OracleInventory/CostManagement/WorkinProcessTasksStep1:Reviewandcorrectorganizationdefaultaccounts-INV(recommended)Reviewandcorrect,ifnecessary,yourorganizationdefaultaccounts—salesandexpense.
Youusethesedefaultaccountswhenyoudefinenewitems.
Toreviewandcorrectyourorganizationdefaultaccounts:1.
AstheManufacturingandDistributionManager,chooseInventory.
NavigatetotheOrganizationParameterswindow(Setup>Organizations>Parameters)andselecttheCostingInformationtabbedregion.
2.
Updatedefaultaccountinformation.
3.
Saveyourwork.
Step2:Defineprofileoption,ifnotalreadydefined-INV(conditionallyrequired)ChecklistMenuResponsibility>function1.
Reviewandcorrectorganizationdefaultaccounts-INV(recommended)ManufacturingandDistributionManager>Inventory2.
Defineprofileoption,ifnotalreadydefined-INV(conditionallyrequired)SystemAdministrator3.
Verifyinventoryvaluation-INV(recommended)ManufacturingandDistributionManager>Cost4.
RunWIPValuereport(ifWIPisinstalled)and/orinventoryvaluationreports(recommended)ManufacturingandDistributionManager>Cost5.
Definedefaultmaterialsubelement-AverageCosting(conditionallyrequired)ManufacturingandDistributionManager>Cost6.
DefineAverageRatescosttype-AverageCosting(conditionallyrequired)ManufacturingandDistributionManager>CostPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideDobeforeanyoneuses:OracleInventoryAdditionalInformation:OrganizationParametersWindow,OracleInventoryUser'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Inventory)ManufacturingandDistributionProductFamily6-56UpgradingOracleApplicationsTheINV:AllowExpensetoAssetTransferprofileoptionindicateswhetheryoucantransferanitemfromanexpensedsubinventorytoanassetlocation.
1.
FromtheSystemAdministratorresponsibility,navigatetotheSystemProfileValueswindow(Profile>System).
2.
QueryforINV:AllowExpensetoAssetTransferandsettheresponsibility.
Step3:Verifyinventoryvaluation-INV(recommended)Afteryouhavecompletedyourinventoryinstallation,runthesameinventoryvaluationreportsthatyouranintheCategory3,Step4(ElementalValue,SubinventoryValue,andifyouuseintransit,theIntransitValue).
YoushouldusethesamesortoptionswiththedefaultRelease11iparameters.
Thetotalsbysubinventory,subinventoryaccount,costelement,andreporttotalsshouldmatch.
Iftheydonot,comparethetworeportsforanyquantityorvaluedifferences,andproceedaccordingly.
ContactOracleSupportServicesifyouareunabletobalancetheRelease10andRelease11iinventoryvaluationreports.
Step4:RunWIPValuereport(ifWIPisinstalled)and/orinventoryvaluationreports(recommended)FollowtheinstructionsintheCategory3,Step5torunthesereports.
Comparethereportswiththeonesyouranintheupgradepreparationstep.
Referencemanual:OracleInventoryUser'sGuideDobeforeanyoneuses:OracleInventoryAdditionalInformation:OracleInventoryProfileOptions,OracleInventoryUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideDobeforeanyoneuses:OracleInventoryPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(CostManagementand/orInventory)Referencemanual:OracleCostManagementUser'sGuide;OracleInventoryUser'sGuideDobeforeanyoneuses:OracleCostManagement,Inventory,orWIPManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-57Step5:Definedefaultmaterialsubelement-AverageCosting(conditionallyrequired)Ifyouhavedefinedthissubelementpreviously,youcanomitthisstep.
IfyouareusingOracleProjectManagement,youshoulddefinethedefaultmaterialsubelement.
AstheManufacturingandDistributionManager,chooseCost.
NavigatetotheMaterialSubelementswindow(Setup>Subelements>Material).
Step6:DefineAverageRatescosttype-AverageCosting(conditionallyrequired)Ifyouhavepreviouslydefinedaverageratescosttypes,youcanomitthisstep.
ThiscosttypesupportsmaterialoverheadandWIPresources.
TodefineAverageRatescoststypes,navigatetoSetup>CostTypes.
OracleMasterScheduling/MRPandSupplyChainPlanningTasksStep1:StartthePlanningManager(required)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)orApplicationSpecialist(CostManagement)Referencemanual:OracleInventoryUser'sGuideandOracleCostManagementUser'sGuideDobeforeanyoneuses:CostManagementAdditionalInformation:DefiningSubelements,OracleCostManagementUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)/ApplicationSpecialist(CostManagement)Referencemanual:OracleInventoryUser'sGuideandOracleCostManagementUser'sGuideDobeforeanyoneuses:OracleCostManagementAdditionalInformation:DefiningCostTypes,OracleCostManagementUser'sGuideChecklistPerformedby1.
StartthePlanningManager(required)ApplicationSpecialist(MasterScheduling/MRPandSupplyChainPlanning)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(MasterScheduling/MRP/SupplyChainPlanning)ManufacturingandDistributionProductFamily6-58UpgradingOracleApplicationsThePlanningManagerperiodicallyperformsmanytasksthatrequireprocessingrowsinaninterfacetable.
Thesearetaskssuchasforecastconsumption,masterproductionscheduleconsumption,forecastinterfaceload,scheduleinterfaceload,andmasterdemandschedulerelief.
1.
NavigatetothePlanningManagerwindow(Setup>PlanningManager).
2.
EntertheprocessingintervalforthePlanningManagerandclickStart.
Duringtheupgradeprocess,allplanningoutputdataisdeleted.
YouneedtorerunyourMPS,MRP,andDRPplansinordertoreviewplanninginformation.
OracleOrderManagementTasksReferencemanual:OracleMasterScheduling/MRPandOracleSupplyChainPlanningUser'sGuideDobeforeanyoneuses:MasterScheduling/MRPandSupplyChainPlanningAdditionalInformation:StartingthePlanningManagerandPlanningManager,OracleMasterScheduling/MRPandOracleSupplyChainPlanningChecklistPerformedby1.
Documenterrorsthatoccurredduringupgrade(recommended)SystemAdministrator/ApplicationsSpecialist(OrderManagement)2.
CreateOMprofileoptionfortheCyclestoWorkflowupgrade(required)SystemAdministratorApplicationsSpecialist(OrderManagement/Shipping)3.
Setupresponsibilitiesforordercreation/manipulation(required)ApplicationsSpecialist(OrderManagement/Shipping)4.
Reviewupgradedtransactiontypes(required)ApplicationsSpecialist(OrderManagement)5.
Setupprocessingconstraints(required)ApplicationsSpecialist(OrderManagement)6.
Setupflexfielddefinitions(required)SystemAdministrator7.
Reviewseededattributesandtheirsequences(required)ApplicationsSpecialist(Pricing)8.
Setuppricingprofiles(required)SystemAdministratorApplicationsSpecialist(Pricing)ManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-59Step1:Documenterrorsthatoccurredduringupgrade(recommended)Youshouldrunthefollowingscripttoseeifanyerrorsoccurredduringtheupgradeandwhichrecordswerenotupgradedduetoerrors.
Thisreportisforinformationonly.
Noactionisrequired.
ForUNIXusers:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc06.
sqlForNTusers:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc06.
sql9.
Definepickslipgroupingrules(required)ApplicationsSpecialist(ShippingExecution)10.
Definereleasesequencerules(required)ApplicationsSpecialist(ShippingExecution)11.
Defineshippingparametersforinventoryorganizations(required)ApplicationsSpecialist(ShippingExecution)12.
Defineshipmethodsandcarriermappings(required)ApplicationsSpecialist(ShippingExecution)13.
Setupshippingexecutionprofilesandmenus(required)ApplicationsSpecialist(ShippingExecution)14.
SetupInvoiceSourceandNon-deliveryInvoiceSource(required)ApplicationsSpecialist(OrderManagement)15.
SetupWorkflownotificationapproverandupdateWorkflowitemattributes(required)SystemAdministratorApplicationsSpecialist(OrderManagement)16.
ReviewShippingExecutionupgradeerrors(recommended)SystemAdministratorApplicationsSpecialist(ShippingExecution)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(OrderManagement)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderEntry/ShippingChecklistPerformedbyManufacturingandDistributionProductFamily6-60UpgradingOracleApplicationsStep2:CreateOMprofileoptionfortheCyclestoWorkflowupgrade(required)RuntheloaderfiletocreatetheOM:ContextResponsibilityforUpgradedOrdersprofileoption.
ItcanonlybesetataresponsibilitylevelandcanbeusedtoflagagivenresponsibilityperFND_USER/Organizationcombinationforthecyclehistoryupgrade.
YouusethisprofileoptioninotherCategory5stepstosetupOMresponsibilities.
ForUNIXusers:$cd$APPL_TOP/admin/out$FNDLOAD/@OYUPLOAD\$FND_TOP/patch/115/import/afscprof.
lct\$ONT_TOP/patch/115/import/US/ontpfupg.
ldtPROFILEForNTusers:C:\>cd$APPL_TOP/admin/outC:\>FNDLOAD/@OYUPLOAD\C:\>FND_TOP/patch/115/import/afscprof.
lct\C:\>ONT_TOP/patch/115/import/US/ontpfupg.
ldtPROFILEStep3:Setupresponsibilitiesforordercreation/manipulation(required)1.
Runontupg48.
sqltocreatealist(ontupg48.
lst)oftheFND_USER(created_by)/Orgcombinationsonallopenheadersandlines.
ForUNIXusers:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontupg48.
sqlForNTusers:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontupg48.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideDobeforeanyoneuses:OrderEntry/ShippingPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideDobeforeanyoneuses:OrderEntry/ShippingManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-612.
Setupone(ormore)OM(ornon-OM)responsibilitiesforordercreation/manipulationforeveryorganization.
Ataminimum,settheORG_ID(MO:OperatingUnit)profileontheseresponsibilities(inamulti-orgenvironment).
FromtheSystemAdministratorresponsibility,chooseProfile>System.
3.
AssignappropriateresponsibilitiestoeachFND_USERbasedonthelistinginontupg48.
lst.
FromtheSystemAdministratorresponsibility,chooseSecurity>User>Define.
IfforagivenFND_USERthereismorethanoneresponsibilitypointingtothesameorganization,settheOM:ContextResponsibilityforUpgradedOrdersprofileoption(createdinStep2)ononlyoneresponsibility.
Thisresponsibility,theapplicationtiedtoit,andtheUser(whocreatedtheOrderorline),willbeusedtosetapplicationcontextforUpgradedOrdersandLineswhentheyareprocessedinthebackground.
Forexample:Thereare4distinctuserswhohaveaccessto3distinctoperatingunitsinwhichtheyhavecreatedordersorlines.
Youwouldcreate3newOMornon-OM(ifyouplantouseacustomapplicationontopofOM)responsibilities.
Sincethisexampleismulti-org,settheMO:OperatingUnitprofileoptiontotheappropriatevalueoneachofthesenewresponsibilities.
And,settheOM:ContextResponsibilityforUpgradedOrderstoYesoneachtoflagthemforuseinthecyclehistoryupgrade.
Now,assignthesenewresponsibilitiesappropriatelytothe4userssothattheycontinuetohaveaccesstothesameorganizationsthattheydidinthepreviousrelease.
ThisresultsinonlyoneflaggedresponsibilityperOperatingUnitforeachofthose4users.
Thisresponsibility,andtheapplicationtiedtoit,areusedtosetapplicationcontextforUpgradedOrdersandLinesasdescribedpreviously.
4.
Validatetheresponsibilitiessettingsforuser/orgcombinationscreatedinthisstepbyrunningontupg49.
sql.
UserIDNameOrgIDOrganization1894NDSMITH498VisionADB1894NDSMITH204**US**VisionOperationsUS1737ECLARKE600VisionProjectManufacturing1001VISION204**US**VisionOperationsJS2501DMARTIN600VisionProjectManufacturingManufacturingandDistributionProductFamily6-62UpgradingOracleApplicationsForUNIXusers:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontupg49.
sqlForNTusers:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontupg49.
sqlIfyoufinderrorsinthereport(ontupg49.
lst),correctthesettingsandre-runthescripttomakesurethesettingsarecorrect.
Step4:Reviewupgradedtransactiontypes(required)1.
Reviewtheupgradedorderandlinetypes.
SelectSetup>TransactionTypes>Define.
Createnewflowassignmentssincetheupgradedassignmentscannotbeusedfornewordersorlines.
2.
Reviewdocumentsequencesthatwereupgraded(basedonordernumbersourcesintheoldrelease).
SelectSetup>Documents>Define.
3.
Reviewthedocumentcategoriesthatwereupgraded(basedonordertypesintheoldrelease.
SelectSetup>Documents>Categories.
4.
Reviewthedocumentsequenceassignmentsthatwereupgraded(basedontheordernumbersourceassignmentsintheoldrelease).
SelectSetup>Documents>Assign.
Step5:Setupprocessingconstraints(required)Attention:Ifyoudonotcorrecterrorsfoundinontupg49.
lstbeforeyoucompletethenextstep,youwillnotbeabletoprocessanyoftheaffectedorders/linesinOM.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(OrderManagement)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(OrderManagement)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-63SetupprocessingconstraintsrequiredfortheOMentitiessincetheywerenotincludedintheupgrade.
SelectSetup>Rules>Security>ProcessingConstraints.
Step6:Setupflexfielddefinitions(required)TheupgradeautomaticallymovesdatafromdescriptiveflexfieldsegmentsdefinedintheOrderEntrytablestonewtablesinOrderManagementandregistersnewflexfieldsunderOrderManagementforthenewtables.
Inordertousethisdescriptiveflexfielddata,youmustdefineandenabletheflexfieldsaccordingtoyourbusinessneeds.
SelectApplication>Flexfield>Descriptive>Segments.
Step7:Reviewseededattributesandtheirsequences(required)Toreviewseededattributesandtheirsequences,selectSetup>AttributeMapping.
Step8:Setuppricingprofiles(required)SetupanyprofilesyoumayneedattheUser/Responsibility/SitelevelsbeforeyoustartusingthePricingproduct.
FromtheSystemAdministratorresponsibility,selectProfile>System,thenselectSetup>ProfilesfromthePricingresponsibility.
Step9:Definepickslipgroupingrules(required)AdditionalInformation:OracleOrderManagementUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Pricing)Referencemanual:OraclePricingUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OraclePricingUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationSpecialist(Pricing)Referencemanual:OraclePricingUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OraclePricingUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ShippingExecution)ManufacturingandDistributionProductFamily6-64UpgradingOracleApplicationsDefinepickslipgroupingrulestocontrolthegenerationofpickslipsduringthePickReleaseprocess.
SelectShipping>Setup>Picking>DefinePickSlipGroupingRules.
Step10:Definereleasesequencerules(required)DefinereleasesequencerulestocontrolthesequenceinwhichallocationrequestsaremadetothepickingengineduringthePickReleaseprocess.
SelectShipping>Setup>Picking>DefineReleaseSequenceRules.
Step11:Defineshippingparametersforinventoryorganizations(required)Defineshippingparametersforeachinventoryorganizationtocontroltheoverallbehavioroftheapplicationwithinthatorganization.
SelectShipping>Setup>ShippingParameters.
Step12:Defineshipmethodsandcarriermappings(required)Referencemanual:OracleShippingExecutionUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OracleShippingExecutionUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ShippingExecution)Referencemanual:OracleShippingExecutionUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OracleShippingExecutionUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ShippingExecution)Referencemanual:OracleShippingExecutionUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OracleShippingExecutionUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ShippingExecution)Referencemanual:OracleShippingExecutionUser'sGuideDobeforeanyoneuses:OrderManagementManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-65DefineshipmethodlookupsintheLookupsDefinitionswindow(Inventory>Setup>Organizations>ShippingMethods).
Thenmapthemtotheirrespectivecarriers.
SelectShipping>Setup>Freight>DefineCarrierShipMethods.
Step13:Setupshippingexecutionprofilesandmenus(required)Duringtheupgrade,oldprofilesaremadeobsoleteandnewonesareseeded.
ReviewthenewprofilesandsetupappropriatevaluesforthenewShippingExecutionapplication.
SelectShipping>Setup>Profiles.
Inaddition,referencestotheoldshippingmastermenuarereplacedwithreferencestonewmenus.
ReviewthenewmenuandsetupcomparableonesinthenewShippingExecutionapplication.
Step14:SetupInvoiceSourceandNon-deliveryInvoiceSource(required)SetupappropriatevaluesforInvoiceSourceandNon-deliveryInvoiceSourceforInvoiceInterfaceProgram.
Setupthemostcommonlyusedvaluesattheprofileoptionlevel.
FromSystemAdministratorresponsibility,selectProfile>System.
SetupvaluesatLine/OrderTransactiontypelevelforspecificcases.
FromtheOrderManagementresponsibility,selectSetup>TransactionTypes>Define.
Step15:SetupWorkflownotificationapproverandupdateWorkflowitemattributes(required)AdditionalInformation:OracleShippingExecutionUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ShippingExecution)Referencemanual:OracleShippingExecutionUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OracleShippingExecutionUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderManagement)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementManufacturingandDistributionProductFamily6-66UpgradingOracleApplicationsOracleOrderManagementconvertsApprovalActionstoworkflowNotificationActivitiesduringtheupgrade.
TheOM:Notificationapproverprofileoptiondetermineswhoreceivesthesenotifications.
Tosetupthisapprovalprocess:sSetOM:NotificationApproverSetthevalueatanyleveltothedesiredApplicationResponsibilityorUserworkflowrole.
IfOrderManagementcannotfindavalueforthisprofileoptions,itsendsapprovalnotificationstoSYSADMIN.
sUpdateWorkflowItemattributesRunontupg55.
sqltoupdateWorkflowItemattributes.
ThisscriptsetsthefollowingworkflowitemattributesforallopenOrderHeadersandLines:ResponsibilityID,ApplicationID,NotificationApprover.
ForUNIXusers:$cd$APPL_TOP/ont/11.
5.
0/patch/115/sql$sqlplus/@ontupg55.
sqlForNTusers:C:\>cd%APPL_TOP%\ont\11.
5.
0\patch\115\sqlC:\>sqlplus/@ontupg55.
sqlTheNotificationApproveritemattributederivesitsvaluefromtheprofileoptionOM:NotificationApprover.
Whenadeferredflowisprocessed,theWorkflowBackgroundEnginesetstheapplicationcontextusingtheResponsibilityID,ApplicationID,andUserIDworkflowitemattributes.
TheUserIDworkflowattributevalueisderivedfromtheuserwhocreatedtheorderorline.
Step16:ReviewShippingExecutionupgradeerrors(recommended)Note:IfyouhavemultipleOperatingUnits,youshouldsetthisprofileataResponsibilitylevel.
ThisenablesyoutohavedifferentApproverRolesfordifferentOperatingUnits,basedontheresponsibilityyouarecurrentlyassigned.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(Shipping)Referencemanual:OracleShippingExecutionUser'sGuideDobeforeanyoneuses:ShippingExecutionManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-67Youcanrunwshuplog.
sqltoproducealist(wshuplog.
lst)oferrorsthatoccurredduringtheOracleShippingExecutionupgrade.
YoumaywanttoreviewthislistfollowingyourupgradetoRelease11i.
ForUNIXusers:$cd$WSH_TOP/patch/115/sql$sqlplus/@wshuplog.
sqlForNTusers:C:\>cd%WSH_TOP%\patch\115\sqlC:\>sqlplus/@wshuplog.
sqlOraclePurchasingTasksStep1:Activatetransactionmanagers(required)Activatethefollowingtransactionmanagers,ifyouhaven'tdonesoalready:ChecklistPerformedby1.
Activatetransactionmanagers(required)SystemAdministrator2.
Upgradenotifications(conditionallyrequired)SystemAdministrator3.
SetMRPprofileoptions(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministrator4.
Verifyandmodifysourcingrules(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministrator/DatabaseAdministrator5.
Verifydateformats(required)ApplicationSpecialist(Purchasing)/SystemAdministrator6.
VerifyRMAupgrade(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministrator7.
Performadditionalsetupsteps(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OraclePurchasingUser'sGuide,OraclePublicSectorPurchasingUser'sGuideDobeforeanyoneuses:PurchasingRequiresconcurrentmanager:YesManufacturingandDistributionProductFamily6-68UpgradingOracleApplicationsPODocumentApprovalManager.
ProcessesallapprovalanddocumentcontrolactionsthatarecalledbytheapprovalworkflowinPurchasing.
ReceivingTransactionManager.
ProcessesallreceivingtransactionscreatedinanyreceivingwindowinPurchasingwhenyou'reoperatingintheOn-lineprocessingmode.
ToactivatetransactionmanagersforasingleoperatingunitinPurchasing:1.
AsSystemAdministrator,navigatetotheAdministerConcurrentManagerswindowbychoosingConcurrent>Manager>Administer.
2.
ChoosePODocumentApprovalManagerandthenchooseActivate.
ChooseReceivingTransactionManagerandthenchooseActivate.
(Ifyoudon'tseeanActivatebutton,thenthetransactionmanagerisalreadyactivated.
)Step2:Upgradenotifications(conditionallyrequired)InRelease11,theNotificationswindowhasbeenreplacedbyanewNotificationsSummarywindow,andallnotificationsarehandledbyOracleWorkflowtechnology.
Workflowusestheapprovalcontrolsandhierarchiesyou'vealreadydefinedinPurchasingtoroutedocumentsforapproval.
Release11irecognizesexistingnotificationsonlyifyouupgradethemtoWorkflownotifications.
AdditionalInformation:PurchaseOrderApprovalWorkflow,RequisitionApprovalWorkflowinOraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideAdditionalInformation:ReceivingTransactionProcessor,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideAttention:IfyouhaveaMulti-Orgsetup,thenyouneedtosetupandactivatethePODocumentApprovalManagerandReceivingTransactionManagerforeachofyouroperatingunits.
AdditionalInformation:MultipleOrganizationsinOracleApplicationsPerformifupgradingfrom:10.
7Character-mode,NCA,10SCPerformedby:SystemAdministratorReferencemanual:OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideDobeforeanyoneuses:PurchasingManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-69YouneedtoupgradeexistingnotificationsonlyifyoucurrentlyhavedocumentsfromRelease10.
7ofPurchasingpendingapproval.
.
Toupgradenotifications,youneedtoruntheUpgradeNotificationstoRelease11processafteryouhavesetupPurchasing.
Thisprocessroutesexistingdocumentsthatarependingapprovalthroughthenewapprovalworkflowprocess,sothattheirnotificationsbecomeWorkflownotificationsinRelease11i.
ImportantPrerequisitesBeforeyouupgradeexistingnotifications,besureto:sReducethenumberofexistingnotificationsbyrespondingtoasmanyofthemasyoucan.
sSetupOracleWorkflow,ifyouhaven'tdonesoalready.
(AlthoughAutoUpgradeinstallsWorkflowforyou,youneedtocompleteadditionalsetupsteps,ifyouhavenotpreviouslydonesointheUpgradeFlexBuilderstep.
)SettingupWorkflowincludesperformingworkflow-relatedsetupsteps,whicharedescribedinOverviewofSettingUp,OraclePurchasingUser'sGuide.
Theapplicablestepsare:SetUpOracleWorkflow,SetUpWorkflowOptions,andSubmitWorkflow-RelatedProcesses.
sDecidewhethertocustomizeyourworkflownow.
Thisupgradeupdatesyournotificationsbyroutingthemthroughwhateverworkflowsyouhavenow—forexample,thedefaultworkflowsincludedwiththisreleaseofOraclePurchasing.
Ingeneral,onlythosedocumentsthataresubmittedforapprovalafteryoucustomizeanapprovalworkflowareaffectedbythatcustomizedworkflow.
So,ifyouwantyourexistingnotificationstoberoutedaccordingtoyourAdditionalInformation:ViewingandRespondingtoNotificationsandApprovalWorkflows,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideAdditionalInformation:SettingUpOracleWorkflow,OracleWorkflowGuideAttention:IfyouwantexistingdocumentsthatarependingapprovaltousetheWorkflowoptionsyouchooseintheSetUpWorkflowOptionsstep,youmustsetupthoseoptionsbeforeyouperformthepost-upgradesteps.
ManufacturingandDistributionProductFamily6-70UpgradingOracleApplicationscustomizedworkflowratherthantheonethatcomeswiththisreleaseofPurchasing,customizeandtestitbeforeyouperformtheseupgradesteps.
ToupgradeyourexistingnotificationstoWorkflownotifications:Completethefollowingstepsforeachoperatingunit.
1.
NavigatetotheUpgradeNotificationstoRelease11process(Purchasing>Reports>Run)2.
IntheRequestswindow,selectUpgradeNotificationstoRelease11intheRequestNamefieldandchooseSubmitRequest.
3.
Aftertheprocessiscomplete(whenithaschangedfromPendingtoCompletedintheRequestswindow),selectitintheRequestswindowandchooseViewOutputtoseeifanyerrorsoccurredduringtheupgrade.
IfyoureceiveerrorsaboutWorkflownotbeingsetupproperly,seetheOracleWorkflowGuideforinstructionsonthepropersetupofOracleWorkflow.
4.
AskdocumentpreparersandapproverstomonitortheprogressoftheirupgradednotificationsintheNotificationsSummarywindowandtakeactionasnecessary,incaseerrorswereencounteredduringtheupgrade.
TheUpgradeNotificationstoRelease11processsubmitsyourexistingnotificationstotheapprovalworkflowprocessinPurchasing.
IfWorkflowitselfencounterserrorsduringthisupgradeprocess,itnotifiestheappropriatepeople(buyers,requisitionpreparers,orapprovers)intheNotificationsSummarywindow.
Forexample,iftherewasaproblemwiththePODocumentApprovalManager,Workflownotifiestheappropriateperson.
5.
Afterallyournotificationshavebeenupgraded,youmaywanttodisabletheUpgradeNotificationstoRelease11processsothatnoonetriestouseitlater.
IntheSystemAdministratorresponsibility,youdisableconcurrentprogramsintheConcurrentProgramswindowbydeselectingtheEnabledcheckbox.
Step3:SetMRPprofileoptions(conditionallyrequired)AdditionalInformation:ConcurrentProgramsWindow,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7Character-modePerformedby:ApplicationsSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoDobeforeanyoneuses:PurchasingManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-71SinceyoucouldnotupgradeAutosourcerulesforacharacter-basedsystemasapre-upgradestep,gobackanddoitnow.
(SeePurchasingTasksinChapter4).
Valuesforbothprofileoptionsdescribedinthepre-upgradesteparerequiredforthenextstep.
Step4:Verifyandmodifysourcingrules(conditionallyrequired)IfyoudidnotuseAutoSourceRulesinRelease10.
7,youcanomitthisstep.
Inpreviousreleases,youusedtheAutoSourceRuleswindowtoentersourcesfortheitemsyoupurchase.
Inthisrelease,AutoUpgradeconvertedallyourexistingAutoSourcerulestotheenhancedsourcingrulesandApprovedSupplierList(ASL)entries.
Specifically,itperformedthefollowingupgrades:sCreatedsourcingruleentriesintheSourcingRulewindowinPurchasing,usingthepercentagesplitsyoudefinedintheAutoSourceRuleswindowinpreviousreleases.
sCreatedglobalASLentries,usingyourpreviousAutoSourcerules.
sAssignedasupplierstatusofNewtoallyoursuppliersintheApprovedSupplierListwindow.
sUpgradedsourcedocumentswithcurrenteffectivedatesaswellasdatesthatdon'tbecomeeffectiveuntilafuturedate.
Toverifyormodifysourcingrules:1.
Inthefollowingdirectory,useanytexteditortochecktheupgrade.
outfileforerrorsthatmighthaveoccurredduringtheAutoUpgradeprocess:ForUNIXusers:$cd$APPL_TOP/admin//outwhereisthevalueofyour$ORACLE_SIDor$TWO_TASK.
ForNTusers:C:\>cd%APPL_TOP%\admin\\outwhereisthevalueofyourORACLE_SIDorLOCAL.
Performifupgradingfrom:10.
7Character-mode,NCA,10SCPerformedby:ApplicationsSpecialist(Purchasing)/SystemAdministration/DatabaseAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideDobeforeanyoneuses:PurchasingManufacturingandDistributionProductFamily6-72UpgradingOracleApplicationsIferrorsappearinthisfile,fixthemasdescribed.
IfyougetanerrorthatanMRPprofileoptionwasnotproperlyset,youmayneedtoprovideavalue,asdescribedinStepSetMRPProfileOptionsstep(Purchasing,Category3).
2.
Ifthereareerrorsintheupgrade.
outfile,runtheASLUpgradeprocessinPurchasingafteryouhavefixedtheerrors.
Iftherearenoerrors,proceedtothenextstep.
IfyouareupgradingfromRelease10.
7character-mode:AutoUpgradedoesrecordanerrorintheupgrade.
outfile,andyoumustruntheASLUpgradeProcessbecauseinRelease10.
7character-mode,theMRPprofileoptionscouldnotbesetuntilaftertheupgrade.
Asaresult,AutoUpgradecouldnotupgradeyourAutoSourcerules.
TheASLUpgradeprocessperformsthesameupgradeofyourAutoSourcerulesasAutoUpgradedid,orattemptedtodo.
3.
InthePurchasingresponsibility,navigatetoReports>RunandselectASLUpgradeintheRequestNamefield.
IntheParameterswindowthatappears,enteraSupplierStatusofNewandanUpgradeDocumentsFromoptionofCurrentandfuturerules.
Thensubmittherequest.
NewandCurrentandfuturerulesaretheonlyoptionssupportedbytheASLUpgradeprocess.
4.
ToverifyoncemorethatyourAutoSourceruleshavebeenupgraded,opentheRequisitionswindowinPurchasingand,intheItemfield,enteranitemnumberthatpreviouslyhadanAutoSourcerule.
ThennavigatetotheSourceDetailstabbedregion.
IfthecorrectDocumentType,Document,SupplierandsupplierSiteappearasdefaults,thenyourAutoSourceruleshavebeensuccessfullyupdatedtotheenhancedsourcingrulesandASLentries.
5.
OnceyouaresatisfiedthatyourAutoSourceruleshavebeenupgraded,youmaywanttodisabletheASLUpgradeprocesssothatnoonetriestouseitlater.
IntheSystemAdministratorresponsibility,youdisableconcurrentprogramsintheConcurrentProgramswindowbydeselectingtheEnabledcheckbox.
6.
Tomakeanychanges,additions,orenhancementstoyoursourcingrulesandASLentries,usethePurchasingresponsibilitytonavigatetotheDefineSupplierStatuses,ApprovedSupplierList,SourcingRule,andSourcingRule/BillofDistributionAssignmentswindows.
AdditionalInformation:ConcurrentProgramsWindow,OracleApplicationsSystemAdministrator'sGuideAdditionalInformation:SettingUpAutomaticSourcing,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-73Step5:Verifydateformats(required)IntheupgradetoRelease11i,theREVISED_DATEcolumninthePurchasingtableswaschangedfromaVarchar2toaDateformat.
TheupgradescriptremovesyourexistingdateinformationfromtheREVISED_DATEcolumnintheaffectedtables,placesthisinformationinatemporarytableTEMP_REVISED_DATEwhileitconvertsthecolumntoaDateformat,thencopiesyouroriginaldatesfromTEMP_REVISED_DATEbackintotheaffectedtables.
TheTEMP_REVISEDDATEtablestillcontainsyouroriginaldataasabackup.
Beforeyourunpodold.
sql(seetheFinishingYourUpgradechapter),whichdropsunneededdatabaseobjectsincludingtheTEMP_REVISED_DATEtable,makesureyourdateslookOK.
Toverifyyourdates,runpockrvdt.
sql:ForUNIXusers:$cd$APPL_TOP/admin//out$sqlplus/@$PO_TOP/admin/sql/pockrvdt.
sql\ForNTusers:C:\>cd%APP:_TOP%\admin\\outC:\>sqlplus/@%PO_TOP%\admin\sql\pockrvdt.
sql\Inthe$APPL_TOP/admin//outdirectory,viewthefollowingfiles.
NTuserswillfindthefilesin%APPL_TOP%\admin\\out:po_headers_all.
lstpo_headers_archive_all.
lstpo_releases_all.
lstpo_releases_archive_all.
lstEachfiledisplaystheformat(alsocalleddatatype)oftheREVISED_DATEcolumnandalistofyourdatesintheaffectedtable.
Ineachfile,checkthatthedatatypeofREVISED_DATEisDateandthatthedatesthemselveslookOK.
ContactOracleSupportifyouidentifyanyproblems.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Purchasing)/SystemAdministrationReferencemanual:NoDobeforeanyoneuses:PurchasingManufacturingandDistributionProductFamily6-74UpgradingOracleApplicationsStep6:VerifyRMAupgrade(conditionallyrequired)IfyouareusingOrderManagementforthefirsttime,thisstepdoesnotapply.
InRelease11i,youreceivereturnsfromcustomersinPurchasingratherthaninInventory.
Duringtheupgrade,allcompletedandpendingreceipttransactionscreatedagainstcustomerreturnsinyourpreviousreleasearetransferredautomaticallyfromInventorytoPurchasing.
TheupgradealsotransfersallexpectedcustomerreturnssothattheyarevisibleintheFindExpectedReceiptswindowinPurchasing.
Beforetheupgrade(inInventory):EveryRMAlinethatyoucanreceiveagainstInventoryhasacorrespondingrowintheMTL_SO_RMA_INTERFACEtable.
Forexample,thetablemightcontainthisreceiptinformationforRMA6357:Foreveryrow,therearemultiplerowsintheMTL_SO_RMA_RECEIPTStablethatreflectalltransactionsperformedagainstthatRMAline.
InInventory,thistableshowsthefollowingreceivedandacceptedquantitiesfortheRMA6357example:RMA6357has10items.
Ofthistotal,7werereceived,6ofthose7weredelivered,1ofthe7isstillonthereceivingdock,andtheremaining3oftheoriginal10arestilltobereceived.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Purchasing)/SystemAdministrationReferencemanual:NoDobeforeanyoneuses:ReceivingRMA_INTERFACE_IDRMA_NUMBERQUANTITY(onRMAline)RECEIVED_QUANTITYDELIVERED_QUANTITYI27063571076NTheIinthelastcolumnstandsforInspection.
Inthisexample,itisNforNoinspectionrequired.
RECEIVED_QUANTITYACCEPTED_QUANTITYTransaction1010Receivedanddeliveredtoinventory.
-5-5Returnedtocustomerfrominventory11Receivedanddeliveredtoinventory20Received(intoinspection)butnotyetdelivered-10Returnedtocustomerfromreceiving(inspection)ManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-75Aftertheupgrade(inPurchasing):ThefollowingreceivingtransactionsforourexamplearecreatedinPurchasing:sAsinglereceiptforaquantityof13(totalreceivedquantity=10+1+2)sAdelivertransactionfor10againstthisreceiptsAReturntoCustomertransaction(returnedfrominventory)for5againstthisdeliverysAnotherdelivertransactionfor1againstthisreceiptsAReturntoCustomertransaction(returnedfromreceiving)for1againstthisreceiptTheupgradecreatesareceivingsupplyof1forthe1itemstillonthereceivingdock.
InPurchasing,youcandeliver,return,orinspectthisitem.
Theupgradealsocreates3expectedreceiptsforthe3notyetreceived.
ThesereceiptsareavailableintheFindExpectedReceiptswindowinPurchasing.
ToverifythattheRMAupgradewassuccessful:Ifyouusedreturnmaterialauthorizations(RMAs)inyourpreviousreleasetoauthorizeandreceivecustomersreturnsusingOracleOrderEntryandOracleInventory,completethesestepstoverifyyourRMAupgrade:1.
Checkthefollowingtables(automaticallygeneratedduringtheupgrade):sRCV_RMA_UPGRADE_SUCCESS:successfullyprocessedtransactionssRCV_RMA_UPGRADE_ERRORS:transactionsthatwerenotupgradedduetoerrorsTheupgradecontinuestotransfertheRMAreceiptdatafromInventorytoPurchasingevenifthereisanerror.
Itlogstheerrorandcontinuesupgradingtherestofthetransactions.
TheRCV_RMA_UPGRADE_ERRORStablecontainsthefollowinginformation:sCREATION_DATE(DATE)—DatetherecordwascreatedNote:IftheRCV_RMA_UPGRADE_ERRORStableortheRCV_RMA_UPGRADE_SUCCESStablealreadyexists(forexample,ifyoure-rantheupgrade),theupgradescriptassumesitisbeingre-runandprocessesonlytransactionswitherrorsfromtheRCV_RMA_UPGRADE_ERRORStable.
ManufacturingandDistributionProductFamily6-76UpgradingOracleApplicationssRUN_MODE(VARCHAR2)—Indicatorofwhethertheerrorwasloggedthefirsttimetheupgradeoccurred(FIRST-RUN)orthesubsequenttimetheupgradeoccurred(RE-RUN)sRMA_INTERFACE_ID(NUMBER)—InternaluniqueinterfaceidentifierfromtheMTL_SO_RMA_INTERFACEtablesERR_NUMBER(NUMBER)sERR_MESSAGE(VARCHAR2)TheRCV_RMA_UPGRADE_SUCCESStablecontainsthefollowinginformation:sCREATION_DATE(DATE)sRUN_MODE(VARCHAR2)sRMA_INTERFACE_IDNUMBER)sSHIPMENT_HEADER_ID(NUMBER)—ShipmentheaderidentifierofthetransactiongeneratedinthePurchasingreceivingtables2.
FixanyerrorsarelistedRCV_RMA_UPGRADE_ERRORS,andre-runtheRMAupgradescript.
ForUNIXusers:$cd$PO_TOP/patch/115/sql$sqlplus/@rcvrmaup.
sqlForNTusers:C:\>cd%PO_TOP%\patch\115\sqlC:\>sqlplus/@rcvrmaup.
sqlYoucanignoreerrorsinvolvingdatathatisoldorobsolete.
Step7:Performadditionalsetupsteps(conditionallyrequired)PerformadditionalsetupstepsaslistedinOverviewofSettingUp,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11i.
NewsetupstepsbetweenRelease10.
7and11.
0include:Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Purchasing)/SystemAdministratorReferencemanual:OraclePurchasingUser'sGuide,OraclePublicSectorPurchasingUser'sGuideDobeforeanyoneuses:PurchasingManufacturingandDistributionProductFamilyCategory5—BeforeUsingYourProducts6-77sSetUpOracleWorkflow.
SeeSettingupOracleWorkflow,OracleWorkflowGuide.
sSubmitWorkflow-relatedProcesses—SendNotificationsforPurchasingDocumentsProcessandWorkflowBackgroundEngine.
TheSendNotificationsprocesslooksfordocumentsthatareincomplete,rejected,orinneedofreapprovalandsendsstatusnotificationstotheappropriatepeople.
IntheSubmitRequestswindow,navigatetoSendNotificationsforPurchasingDocuments>Scheduleandspecifyhowfrequentlyyouwanttheprocesstorun.
ChooseSubmitRequest.
SeeSendNotificationsforPurchasingDocuments,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide.
ForinformationonsubmittingtheWorkflowBackgroundEngine,seeChoosingWorkflowOptions,OraclePurchasing(orPublicSectorPurchasing)User'sGuide.
sSetUpWorkflowOptions.
SeeChoosingWorkflowOptions,OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide.
NeworchangedsetupstepsbetweenRelease11andRelease11i,aslistedintheOverviewofSettingUpsectionintheOraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11iinclude:NeworChangedSetupStepinUser'sGuideChangeChangedDefineManufacturingSystemandUserProfiles(Required)SomenewfeaturesinRelease11ihavenew,optionalprofileoptionswhosedefaultvaluesyoumaywanttoconsiderorchange.
ChangedDefineTaxCodes(Optional)Youcanadditionallydefinetaxrecoveryrulesduringyourtaxsetup.
ChangedSetUpApprovalInformation(Required)Ifyouuseofflineapprovers,designateproxyapproversforthem.
ChangedDefineSuppliers(Required)TheInvoiceMatchOptionoptionalfieldhasbeenaddedtotheSupplierSiteswindowtoletyouchoosewhethertheInvoiceMatchOptiononpurchaseordershipmentsdefaultstoReceipt(Payablesmustmatchinvoicestothereceipt)orPurchaseOrder(Payablesmustmatchinvoicestothepurchaseorder).
AutoUpgradesetstheInvoiceMatchOptiontoPurchaseOrderonallpurchaseordershipmentsthatwereinyoursystemwhenyouupgraded.
YoucanupdatetheInvoiceMatchOptiononallshipmentsthathavenotyetbeenreceived.
ChangedSetUpAutomaticSourcing(Optional)Boththefunctionalityanddocumentationforautomaticsourcinghasbeenenhanced.
AdditionalInformation:OraclePurchasing,OracleApplicationsProductUpdateNotesPublicSectorProductFamily6-78UpgradingOracleApplicationsPublicSectorProductFamilyThefollowingCategory5tasksarerequiredorrecommendedtoupgradetheproductsinthePublicSectorproductfamily.
OracleLaborDistributionTasksStep1:UpgradeLaborDistributionandremoveobsoleteobjects(required)ToupgradeOracleLaborDistribution:RunthefollowingSQL*Plusscript.
Whenpromptedbytheupgradeprogram,thefollowingconsiderationsapply:sThescriptcanonlyberunoncesuccessfully.
Ifthescriptfails,however,itcanberunmultipletimesuntilitsucceeds.
sThescriptpromptsforuserconfirmationbeforestarting.
sYoucanexitfromthescriptbyentering.
FromtheUNIXprompt:$cd$PSP_TOP/patch/115/sql$sqlplus/@pspup115.
sqlFromtheNTprompt:C:\>cd%PSP_TOP%\patch\115\sqlC:\>sqlplus/@pspup115.
sqlIfthescriptrunssuccessfully,thefollowingmessageappearsandiswrittentothelogfile:UpgradeprogramcompletedsuccessfullyChecklistPerformedby1.
UpgradeLaborDistributionandremoveobsoleteobjects(required)ApplicationSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistReferencemanual:NoDobeforeanyoneuses:OracleLaborDistributionRequiresconcurrentmanager:YesPublicSectorProductFamilyCategory5—BeforeUsingYourProducts6-79Iftheprogramdoesnotcompletesuccessfully,anerrormessageappearsonthescreenandiswrittentothelogfile.
Ifanerrormessageappears,reviewthelogfiletofindthecauseoffailure,fixtheerror,andrestartthescript.
Theprogramcontinuesfromthepointwhereitregisteredanerror.
Repeattheprecedingprocessuntilfollowingmessageappearsonthescreenandiswrittentothelogfile:UpgradeprogramcompletedsuccessfullyToremoveallobsoleteobjects:RunthefollowingSQL*Plusscript:FromtheUNIXprompt:$cd$PSP_TOP/patch/115/sql$sqlplus/@psprmobs.
sqlFromtheNTprompt:C:\>cd%PSP_TOP%\patch\115\sqlC:\>sqlplus/@psprmobs.
sqlIfthescriptrunssuccessfully,amessageappearsonthescreenandiswrittentothelogfileindicatingthattheobjectsweresuccessfullyobsoleted.
Iftheprogramdoesnotcompletesuccessfully,anerrormessageappearsonthescreenandiswrittentothepsprmobs.
lstlogfile.
Reviewthelogfiletofindthecauseoffailure,fixtheerror,andrestartthescript.
Repeattheprecedingprocessuntiltheprogramcompletessuccessfully.
PublicSectorProductFamily6-80UpgradingOracleApplicationsCategory6—BeforeUsingProductFeatures7-17Category6—BeforeUsingProductFeaturesThischapterdescribestheupgradefinishingsteps(alsoknownaspost-upgradesteps)thatmustberunbeforeyoubegintousesomeoftheindividualfeaturesofyourOracleApplicationsproducts.
WerefertothesestepsasCategory6—userscansignontotheaffectedproduct,buttheycannotuseaparticularfeatureuntilyoucompletetheappropriatesteps.
Thefeature(s)affectedarelistedinthesummarylinesfollowingeachstep.
YouwillperformCategory6stepsforthefollowingproducts.
ApplicationObjectLibraryTasks7-4OracleInventory/CostManagement/WorkinProcessTasks7-53OracleAlertTasks7-8OraclePayroll(U.
S.
)Tasks7-52OracleCashManagementTasks7-10OraclePayablesTasks7-25OracleCommonModulesTasks7-9OracleProjectsTasks7-29OracleFinancialsCommonCountriesFeaturesTasks7-37PublicSectorBudgetingTasks,7-63OracleFinancialsforAsia/PacificTasks7-34OracleQualityTasks7-57OracleFinancialsforEuropeTasks7-40OracleReceivablesTasks7-30OracleFinancialsfortheAmericasTasks7-48OracleReleaseManagement/AutomotiveTasks7-59OracleGeneralLedgerTasks7-11SystemAdministrationTasks7-2OracleHumanResourcesTasks7-49ApplicationsTechnologyProducts7-2UpgradingOracleApplicationsApplicationsTechnologyProductsBecausetheyaffectallOracleapplications,youwillbeginwiththeupgradestepsforSystemAdministrationandApplicationObjectLibrary.
SystemAdministrationTasksStep1:Setupreportsecuritygroups(conditionallyrecommended)OracleApplicationsusesStandardReportSubmissiontolaunchmostreports.
Youcancreatereportsecuritygroupstoprovideaccesstoonlythosereportsthateachresponsibilityneeds.
TheAllReportsstandardsecuritygrouplistsallreports.
Alternatively,youcancreatecustomreportsecuritygroupstoprovideaccesstocustomreportsonlyforaspecificresponsibility.
Forexample,toaddcustomizedreportsforReceivables,youwouldenterthemintheReceivablesAllrequestsecuritygroupthroughtheSubmitRequestswindow.
Step2:Upgradeaccountingcalendar(conditionallyrequired)IfyousetupyouraccountingcalendarforanyOracleApplicationsproductinapreviousreleaseandyouwishtousethesameaccountingcalendar(s)foranewlyChecklistPerformedby1.
Setupreportsecuritygroups(conditionallyrecommended)SystemAdministrator2.
Upgradeaccountingcalendar(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideDobeforeanyoneuses:ReportsAdditionalInformation:OrganizingProgramsintoRequestGroups,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:AccountingCalendarApplicationsTechnologyProductsCategory6—BeforeUsingProductFeatures7-3installedproduct(s),youmustcopyyourcalendarinformationforeachnewproduct.
TheproductsthatusetheaccountingcalendarandtheirIDsareasfollows.
Toupgradeyouraccountingcalendar,completethefollowingsteps:1.
Copyyourcalendarinformation.
YoucanfindtheexactnameofyoursetofbooksbymovingtotheDefinewindow.
2.
Runthefollowingscript,usingthevariablesoutlinedinthefollowingtable.
OracleApplicationsProductProductIDGlobalAccountingEngine(AX)600OracleAlert(ALR)160OracleAssets(FA)140OracleBillsofMaterial(BOM)702OracleFinancialsforEurope(JE)7002OracleGeneralLedger(GL)101OracleHumanResources(PER)800OracleInventory(INV)401OracleOrderEntry(OE)*300OraclePayables(AP)200OracleProjects(PA)275OraclePurchasing(PO)201OracleReceivables(AR)222OracleSalesCompensation(CN)*283*OrderEntryandSalesCompensationalsousetheaccountingcalendar.
WhenSQL*Pluspromptsfor.
.
.
dothis.
.
.
NEW_PRODUCT_IDEnterthevalueforyournewproduct.
Forexample,forOraclePayablesenter200,forOraclePurchasingenter201.
INSTALLED_PRODUCT_IDEnterthevalue101tocopytheOracleGeneralLedgeraccountingcalendar.
ApplicationsTechnologyProducts7-4UpgradingOracleApplicationsForUNIXusers:$cd$GL_TOP/admin/sql$sqlplus/@glips.
sqlForNTusers:C:\>%GL_TOP%\admin\sqlC:\>sqlplus/@glips.
sql3.
RepeatthesestepsforeachnewOracleApplicationsproductforwhichyouwishtocopyanexistingaccountingcalendar.
ApplicationObjectLibraryTasksStep1:UpdatecustomcodeusingflexfieldvaluesinFND_LOOKUPS(conditionallyrequired)SET_OF_BOOKS_NAMEEnterthefullnameofthesetofbooksusingtheaccountingcalendar.
Forexample,FremontManufacturing.
ChecklistPerformedby1.
UpdatecustomcodeusingflexfieldvaluesinFND_LOOKUPS(conditionallyrequired)TechnicalSpecialist2.
UpdatecustomcallstoFND_DESCR_FLEX_CONTEXT_TL(conditionallyrequired)TechnicalSpecialist3.
Renamethesrwdirectorytoreportsforcustomapplications(conditionallyrequired)TechnicalSpecialist4.
CopycustomformslibrariestoAU_TOP(conditionallyrequired)TechnicalSpecialist5.
Copycustom.
fmbfilestotheAU_TOP(conditionallyrequired)TechnicalSpecialist6.
Convertcharacter-modemessagestoGUIforcustomapplications(conditionallyrequired)TechnicalSpecialist7.
Regenerate,recompile,andre-linkcustomconcurrentprogramlibraries(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomFlexfields-relatedcodeWhenSQL*Pluspromptsfor.
.
.
dothis.
.
.
ApplicationsTechnologyProductsCategory6—BeforeUsingProductFeatures7-5OracleApplicationshasreplacedlowercaseflexfield-relatedlookupcodesinFND_LOOKUPS(andintherelatedflexfieldscolumnsinAOLtables)withnewuppercasecodes.
Thesechangesareappliedautomaticallyduringtheupgradeprocess.
IfyouhavecustomizationsthatusetheselookupcodesfromFND_LOOKUPSorfromtheflexfieldtablesdirectly),youneedtochangeyourcustomizationstousethesenewvalues.
ThefollowingtableshowstheLOOKUP_TYPEusedinFND_LOOKUPS,thecorrespondingflexfieldstableandcolumnsthatusethechangedvalue,theoldlookupvalueusedinFND_LOOKUPSandtheflexfieldtable,andthenewvalue.
Youshouldevaluateyourcustomcode(scripts,APIs,reports,andsoon)toassesswhetheryourcodeusesthesevaluesfromeitherFND_LOOKUPSortheflexfieldtablesandmodifyitaccordingly.
Step2:UpdatecustomcallstoFND_DESCR_FLEX_CONTEXT_TL(conditionallyrequired)InRelease11,OracleApplicationsaddedaNAMEcolumntotheFND_DESCR_FLEX_CONTEXT_TLtabletoaidinthetranslationofcontextfieldvaluesfordescriptiveflexfields.
AutoUpgradepopulatesthiscolumnbasedonthecodesinFND_DESCR_FLEX_CONTEXT.
Youwillneedtomodifyanycustomcode(scripts,APIs,reports,andsoon)thataccessesFND_DESCR_FLEX_CONTEXT_TLorFND_DESCR_FLEX_CONTEXTtablestoaccountforthisnewcolumnanditsvalues,asappropriate.
Step3:Renamethesrwdirectorytoreportsforcustomapplications(conditionallyrequired)LookupTypeTableNameColumnOldValueNewValueFLEX_VALIDATION_EVENTSFND_FLEX_VALIDATION_EVENTSEVENT_CODEeOFIELD_TYPEFND_FLEX_VALUE_SETSFORMAT_TYPEtIFLEX_DEFAULT_TYPEFND_ID_FLEX_SEGMENTSDEFAULT_TYPEsAFLEX_DEFAULT_TYPEFND_DESCR_FLEX_COLUMN_USAGESDEFAULT_TYPEsAPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleApplicationObjectLibraryTechnicalReferenceManualDobeforeanyoneuses:Customflexfields-relatedcodePerformifupgradingfrom:10.
7Performedby:TechnicalSpecialist/SystemAdministratorReferencemanual:NoDobeforeanyoneuses:YourcustomapplicationApplicationsTechnologyProducts7-6UpgradingOracleApplicationsBecauseofthechangeinreportsproductsusedinOracleApplications,youshouldchangethenameofthesrwdirectorytoreportsforeachcustomapplication.
Step4:CopycustomformslibrariestoAU_TOP(conditionallyrequired)PerformthissteponlyifyouhavecreatedcustomformslibrariesforusewithOracleApplications.
Copyyourcustomformslibraries(.
pll)totheresourcedirectoryunderAU_TOP.
Youmustcompletethisstepbeforeyouregenerateyourcustomforms.
Step5:Copycustom.
fmbfilestotheAU_TOP(conditionallyrequired)Putcopiesofyourcustom.
fmbfilesinthesubdirectoryundertheformsdirectoryofyourAU_TOP.
Youshouldkeeptheoriginalcopiesofyourformsinyourthesubdirectoryundertheformsdirectoryofyour_TOPsinceanyfilesinAU_TOPmaybeoverwrittenwhenyouupgradetothenextrelease.
Step6:Convertcharacter-modemessagestoGUIforcustomapplications(conditionallyrequired)IfhavedefinedcustomMessageDictionarymessagesusingacustomapplicationnameinthecharacter-modeDefineMessagesform(becauseyourcharacter-modecustomapplicationsuseMessageDictionary),youmustconvertthemtoGUIformattocontinueusingmessagesinRelease11i-compatiblecode.
TheFNDMDCVTprogramcopiesallofthemessagesfortheapplicationintheFND_MESSAGEStable,concatenatestheextendedmessagetextonthemessagetext,andremovesthespecialformattingcodesintheoldmessagestoproduceplaintext.
IttheninsertsthenewmessagesintotheFND_NEW_MESSAGEStable.
Ifamessagewiththatname,language,andapplicationalreadyexistsintheFND_Performifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomapplicationsPerformifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomapplicationsPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:NoDothisbeforeanyoneuses:CustomapplicationsApplicationsTechnologyProductsCategory6—BeforeUsingProductFeatures7-7NEW_MESSAGEStable,theinsertfailsandthepreviouslyexistingrowisleftalone.
OnlyU.
S.
languagemessagesaretransferredbythisconverter.
Toconvertyourmessages,followthesesteps:1.
MakesurethatFND_TOP/binisinyourpath.
2.
RuntheFNDMDCVTprogramfromtheoperatingsystemprompt:ForUNIXusers:$FNDMDCVT/0YForNTusers:C:\>FNDMDCVT/0YwhereAPPL_SHORT_NAMEistheapplicationshortnameforwhichyouwantmessagesconverted.
Runthisscriptonceforeachcustomapplicationatyoursite.
3.
FromtheApplicationDeveloperresponsibility,navigatetoApplication>Messages.
Querythemessagesforyourapplicationandverifythattheywereconvertedsuccessfully.
Adjustanyspecialformatting,asnecessary.
Forexample,oldformattingtextthatwasnotenteredcorrectlymayremainandshouldbedeleted.
4.
TogeneratetheMessageDictionaryruntimemessagefile,runFNDMDGENforeachcustomapplication.
Fromtheoperatingsystemprompt,type:ForUNIXusers:$FNDMDGEN/0Y\DB_TO_RUNTIMEForNTusers:C:\>FNDMDGEN/0Y\DB_TO_RUNTIMEwhereLANG_SHORT_NAMEisthelanguageshortname(suchasUS)andAPPL_SHORT_NAMEistheapplicationshortnameforwhichyouwantthemessagefilegenerated.
Step7:Regenerate,recompile,andre-linkcustomconcurrentprogramlibraries(conditionallyrequired)Performifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialistApplicationsTechnologyProducts7-8UpgradingOracleApplicationsAsaresultofachangeinthewaythatconcurrentprogramlibrariesareconstructed,youwillneedtoregenerate,recompile,andre-linkyourcustomizedconcurrentprogramlibraries.
1.
FromtheApplicationDeveloperresponsibility,navigatetotheConcurrentProgramLibrariesform(Concurrent>Library).
2.
QueryyourcustomlibraryandpressGenerate.
Thissubmitsaconcurrentrequestthatwillcreateafilenamed.
cinthelibdirectoryundertheapplicationproducttreetowhichtheprogramlibrarybelongs.
Forexample,libraryCUSTLIBR,acustomprogram(CUSTLIBR.
c)registeredunderapplicationCustomApplicationwithabasepathXXCST_TOP,willbegeneratedinthelibdirectoryunderXXCST_TOP.
3.
Compilethefileusing$FND_TOP/usrxit/Makefileandrelinkusingadrelink.
NTuserscompileusing%FND_TOP%\usrxit\Makefileandadrelink.
4.
Placetheexecutableinthe/bindirectoryfortheappropriateproduct.
OracleAlertTasksStep1:Associateorganizationnamestopre-existingcustomAlertdefinitions(conditionallyrequired)Referencemanual:OracleApplicationsSystemAdministrator'sGuideDothisbeforeanyoneuses:CustomconcurrentprogramlibrariesAdditionalInformation:ConcurrentPrograms,OracleApplicationsSystemAdministrator'sGuideAdditionalInformation:OracleApplicationsDeveloper'sGuideChecklistPerformedby1.
Associateorganizationnamestopre-existingcustomAlertdefinitions(conditionallyrequired)SystemAdministrator2.
Disableandre-enableallcustomalertstore-createtriggers(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Alert)Referencemanual:OracleAlertUser'sGuideDobeforeanyoneuses:AlertdefinitionApplicationsTechnologyProductsCategory6—BeforeUsingProductFeatures7-9IfyouhavecustomalertsdefinedinRelease10.
7thatyouwanttoassigntoaparticularorganization,youmustmanuallyupdatethealert.
1.
AstheAlertsManager,navigatetotheAlertsform(Alert>Define)andquerythedefinition.
2.
ChooseAlertDetails,thendisplaytheInstallationsalternativeregionintheAlertDetailswindow.
3.
EntertheORACLEIDandorganizationnamethatyouwanttorunthisalertagainst.
4.
MakesureyoucheckEnabledbeforeyousaveyourchangesandclosethewindow.
Step2:Disableandre-enableallcustomalertstore-createtriggers(conditionallyrequired)Re-createeventalertdatabasetriggersthatdroppedtopreparefortheupgrade.
OracleCommonModulesTasksStep1:Uploadandbackupcustomizeddatafornon-GlobalDemodatabases(conditionallyrequired)Duringtheupgradeprocess,allcustomizeddatawillbeautomaticallydownloadedforyou,providedyouhavecompletedallthepre-upgradestepssuccessfully.
Oncetheupgradeiscomplete,youcanuseAKLOADtoupload(restore)yourcustomizeddata.
Ensurethatyourjavaenvironmentissetupcorrectlybeforerunningtheprogram.
Forexample,makesureyourCLASSPATHissetcorrectly,andsoon.
Performifupgradingfrom:10.
7Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:CustomAlertsChecklistPerformedby1.
Uploadandbackupcustomizeddatafornon-GlobalDemodatabases(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10SCProduction16(orhigher),11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomCommonModulesfeaturesFinancialsProductFamily7-10UpgradingOracleApplicationsIfyouareupgradinganon-GlobalDemodatabasefromProduction16(orhigher)oranon-VisionDemodatabasefromRelease11.
0:1.
RunthefollowingJavacommandstouploadcustomizeddata.
Firstchangedirectorytothefollowing:ForUNIXusers:$cd$APPL_TOP/admin//outForNTusers:C:\>cd%APPL_TOP%\admin\\outThenenterthefollowingcommands:jreoracle.
apps.
ak.
akloadTHIN"(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)\(HOST=)(PORT=))(CONNECT_DATA=(SID=)))"UPLOADakcattr.
jltNOUPDATE$NLS_LANGjreoracle.
apps.
ak.
akloadTHIN"(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)\(HOST=)(PORT=))(CONNECT_DATA=(SID=)))"UPLOADakcobj.
jltNOUPDATE$NLS_LANGjreoracle.
apps.
ak.
akloadTHIN"(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)\(HOST=)(PORT=))(CONNECT_DATA=(SID=)))"UPLOADakcreg.
jltNOUPDATE$NLS_LANGjreoracle.
apps.
ak.
akloadTHIN"(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)\(HOST=)(PORT=))(CONNECT_DATA=(SID=)))"UPLOADakcflow.
jltNOUPDATE$NLS_LANGjreoracle.
apps.
ak.
akloadTHIN"(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)\(HOST=)(PORT=))(CONNECT_DATA=(SID=)))"UPLOADakcsec.
jltNOUPDATE$NLS_LANG2.
BackupoutputfilesfromJavaprogramMakeabackupcopyofakcattr.
jlt,akcobj.
jlt,akcreg.
jlt,akcflow.
jlt,andakcsec.
jltfromthepreviousstep.
ThesefilescontainyourcustomizedAKdata.
Withoutthem,youwillhavenorecordofyourcustomizationsofAKtables.
FinancialsProductFamilyThefollowingCategory6tasksarerequiredorrecommendedtoupgradetheproductsintheFinancialsproductfamily.
OracleCashManagementTasksChecklistPerformedby1.
ReinstallcustomizedReconciliationOpenInterfaceobjects(conditionallyrequired)TechnicalSpecialist2.
PrepareCashManagementforPayrollReconciliation(conditionallyrequired)TechnicalSpecialistFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-11Step1:ReinstallcustomizedReconciliationOpenInterfaceobjects(conditionallyrequired)ThisstepisrequiredonlyifyouhaveimplementedtheReconciliationOpenInterface.
AutoUpgradereplacedyourcustomizedversionsoftheReconciliationOpenInterfaceobjectswiththedefaultonesprovidedbyOracleCashManagement.
Youmustreinstallthecustomizedcopiesoftheseobjects(whichyoubackedupinthepre-upgradesteps)toyourdatabaseinyourAPPSaccount:CE_999_INTERFACE_V(view),andCE_999_PKG(package).
Step2:PrepareCashManagementforPayrollReconciliation(conditionallyrequired)ThisstepisrequiredonlyifyouwanttoreconcilepayrollpaymentsthroughCashManagement.
RunthePayrollBankAccountupgradescripttoprepareCashManagementforreconciliationofpayrollpayments.
ItpopulatestheAP_BANK_ACCOUNTS_ALLtablewithinformationfromPAY_EXTERNAL_ACCOUNTS.
ForUNIXusers:$cd$PAY_TOP/admin/sql$sqlplus/@pypopapb.
sqlForNTusers:C:\>cd%PAY_TOP%\admin\sqlC:\>sqlplus/@pypopapb.
sqlOracleGeneralLedgerTasksPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleCashManagementUser'sGuideDobeforeanyoneuses:ReconciliationOpenInterfacePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:PayrollReconciliationChecklistPerformedby1.
PreserveGLaccountcombinationsaffectedbytheSegmentValueInheritanceprogram(required)ApplicationSpecialist(GL)FinancialsProductFamily7-12UpgradingOracleApplicationsStep1:PreserveGLaccountcombinationsaffectedbytheSegmentValueInheritanceprogram(required)Youcanautomaticallyreplicateanychangesyoumaketosegmentvalueattributes,suchasDetailedPosting,DetailedBudgeting,EffectiveDateRanges,andtheEnabledflag,toallaccountcombinationsthatcontainthatsegmentvaluebyrunningtheSegmentValueInheritanceprogram.
Forexample,ifyoudisablea2.
Ensurethataccountsegmentvaluesusecorrectaccounttype(conditionallyrequired)TechnicalSpecialist3.
Reviewperiodrates(conditionallyrequired)DatabaseAdministrator/ApplicationSpecialist(GL)4.
DefineOwners'EquityTranslationRuleprofileoption(conditionallyrequired)ApplicationSpecialist(GL)5.
Defineincomestatementaccountsrevaluationprofileoption(conditionallyrequired)ApplicationSpecialist(GL)6.
ReviewAutoPostcriteria(conditionallyrequired)ApplicationSpecialist(GL)7.
DefineGISconversionratesandratetypes(conditionallyrequired)ApplicationSpecialist(GL)8.
Verifyprogramsubmissionparametersformassfundscheck/reservation(conditionallyrequired)ApplicationSpecialist(GL)9.
Setfunctionsecurityforjournalpostingandreversingfunctions(recommended)SystemAdministrator/ApplicationSpecialist(GL)10.
DefineDailyRatesprofileoption(recommended)ApplicationSpecialist(GL)11.
Setupintercompanybalancing(recommended)ApplicationSpecialist(GL)12.
Definenewconsolidationmappingrules(recommended)ApplicationSpecialist(GL)13.
Reviewconcurrentprogramcontrols(recommended)ApplicationSpecialist(GL)14.
DefineArchiveandPurgeprofileoption(recommended)DatabaseAdministrator/ApplicationSpecialist(GL)15.
DefineGLSummarizationprofileoptions(recommended)ApplicationSpecialist(GL)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:SegmentValueInheritanceprogramChecklistPerformedbyFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-13particularcostcenterinyourchartofaccounts,youcanoptionallyrequirethatallaccountcombinationsthatcontainthatcostcenterarealsoautomaticallydisabled.
Ifyouwanttoprotectspecificaccountcombinationsfrombeingaffectedbythisprogram,followthesesteps:1.
IntheGLAccountswindow(Setup>Accounts>Combinations),findtheaccountcombinationsthatyouwanttopreserve.
2.
SelectthePreservedcheckboxforallcombinationsthatyouwanttosave.
3.
Saveyourwork.
Step2:Ensurethataccountsegmentvaluesusecorrectaccounttype(conditionallyrequired)InRelease10.
7(andearlier),thenaturalaccounttypeforsummaryaccountswasautomaticallysettoOwners'Equity.
InRelease11and11i,summaryaccountsinherittheaccounttypeoftheiraccountsegmentvalue.
Asaresult,youmustensurethatalltheaccountsegmentvalues—evenparentvalues—havethecorrectaccounttype.
Otherwise,yoursummaryaccountswillbeincorrectlyclassified.
Forexample,ifyoudefineaparentaccountvalue,1999,thatisthetotalofallyourassetaccounts,theaccounttypefortheparentsegmentvalue1999shouldbesettoAsset.
Whenyousubsequentlydefineasummaryaccountusingthissegmentvalue,thesummaryaccountwillbecorrectlydefinedasanasset.
Performifupgradingfrom:10.
7Performedby:DatabaseAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:SummaryAccounts,FinancialAnalyzerIntegrationAttention:ThisstepisrequiredifyouusesummaryaccountsinGeneralLedgeranduseOracleFinancialAnalyzertoanalyzeyourGeneralLedgeraccountinformation.
ThisstepishighlyrecommendedifyouusesummaryaccountsbutnotFinancialAnalyzer.
Note:IftheparentsegmentvalueisT,accounttypeisnotmeaningfulanddoesnotneedtobechanged.
Ifyouusedependentaccountsegmentsandhavedifficultycompletingthisstep,contactOracleSupport.
FinancialsProductFamily7-14UpgradingOracleApplicationsCorrectlysettingtheaccounttypeforyouraccountsegmentvaluesensuresthatyoursummarybalancesaredisplayedcorrectlyifyouchoosetoperformadditionalanalysisusingOracleFinancialAnalyzer.
Toensurethataccountsegmentvaluesusethecorrectaccounttype,completethefollowingsteps.
ThelaststeppropagatesthechangesyoumadetoOracleGeneralLedger.
1.
IntheKeyFlexfieldsSegmentswindow(Setup>Financials>Flexfields>Key>Segments),unfreezeallaccountstructuresthatreferenceyouraccountsegment.
2.
IntheValueSetswindow(Setup>Financials>Flexfields>ValidationSets),querythevaluesetNameforyournaturalaccountsegment.
Optionally,querythesegmentvaluesthatyouuseforyoursummaryaccounts.
Whenyouhaveenteredyourqueryvalues,chooseFind.
TheSegmentValueswindowappears.
3.
ChooseHierarchy,Qualifiersfromthepoplist.
4.
Foreachaccountsegmentvalueyouuseinyoursummaryaccounts,opentheSegmentQualifierswindowandreviewthesettingforAccountType.
5.
Iftheaccounttypeiswrong,changeit.
6.
Whenyouhavereviewedandchangedyouraccounttypes,saveyourwork.
7.
UsetheKeyFlexfieldsSegmentswindowtorefreezeallaccountstructuresthatreferenceyouraccountsegment.
8.
RunthefollowingSQL*PlusscripttopropagatethechangesyoumadeinOracleApplicationstoOracleGeneralLedger:ForUNIXusers:$cd$GL_TOP/admin/sql$sqlplus/@gluacsum.
sqlForNTusers:C:\>cd%GL_TOP%\admin\sqlC:\>sqlplus/@gluacsum.
sqlStep3:Reviewperiodrates(conditionallyrequired)Performifupgradingfrom:10.
7or11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:PeriodRatesFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-15RuntheMaintainEuroPeriodRatesprogramforanysetofbooksthatsatisfiesbothofthefollowingcriteria:sThesetofbook'sfunctionalcurrencyistheEurooracurrencyparticipatingintheEconomicandMonetaryUnion,orperiodrateshavebeenenteredbetweenthesetofbook'sfunctionalcurrencyandtheEuro.
sTheperiodcontainingJanuary1,1999isopenorfutureenterableforthatsetofbooks,orthebudgetyearcontainingJanuary1,1999isopenforabudgetinthatsetofbooks.
Foreachsetofbooksthatsatisfiesbothcriteria,runtheMaintainEuroPeriodRatesprogramfromasfollows.
YourunthisprogramfromtheGeneralLedgerresponsibilityforthespecificsetofbooks.
1.
NavigatetoReports>Request>Standard.
2.
Choosetosubmitasinglerequest.
3.
SelectProgram-MaintainEuroPeriodRatesandclickSubmit.
Step4:DefineOwners'EquityTranslationRuleprofileoption(conditionallyrequired)PriortoRelease11,theTranslationfeatureusedtwotranslationrules,accordingtotheaccounttypebeingtranslated.
Assets,liabilities,andowner'sequityaccountAttention:Youdonotneedtoperformthisstepifyouhaveappliedthemini-packsforRelease11.
02or11.
03.
Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)/SystemAdministratorReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:TranslationFinancialsProductFamily7-16UpgradingOracleApplicationstypesalwaysusedtheYear-to-DateruleandrevenueandexpenseaccountsalwaysusedthePeriod-to-Daterule:BeginningwithRelease11,youcanchoosewhethertousetheYear-to-DateorPeriod-to-Dateruletotranslateowners'equity.
ReviewtheprofileoptionGL:OwnersEquityTranslationRuletomakesurethesettingreflectsthetranslationmethodyourorganizationusestotranslateowners'equity:IfyouselectPTD,owners'equitywillbetranslatedusingthePeriod-to-Dateruleforanynewtranslations.
Ifyouwanttorestateyourpreviouslytranslatedowners'equitybalancesusingthePeriod-to-Daterule,followthesesteps:AccountTypeTranslationRuleAssets,Liabilities,andOwners'EquityYear-to-Date(YTD)Rule:YTD(xlt)=RateXYTD(func)where(xlt)=translatedcurrency(func)=functionalcurrencyRevenueandExpensePeriod-to-Date(PTD)Rule:PTD(xlt)=RateXPTD(func)PTDOwners'equityistranslatedusingthePeriod-to-Daterule.
Thisisthedefault.
YTDOwners'equityistranslatedusingtheYear-to-Daterule.
ThisselectionisthesameastheRelease10.
7translationbehavior.
Note:Owners'Equityaccountsaretranslatedusinghistoricalrates.
Ifyoudonotmaintainhistoricalratesinyoursetofbooks,GeneralLedgerwillcreatethemforeachperiodforwhichyoutranslateyourowners'equityaccounts,using:sPeriodaveragerates,ifyouusethePTDrule.
sPeriodendrates,ifyouusetheYTDrule.
WARNING:Previouslytranslatedowners'equitybalanceswillnotchange.
FinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-171.
Purgetheoldtranslatedbalancesforeachperiodtoberestated.
2.
ChangetheGL:OwnersEquityTranslationRuleprofileoptiontoPTD.
3.
Foreachperiodtoberestated,usetheHistoricalRateswindow(Setup>Currencies>Rates>Historical)todeletetheratesusedtotranslateowners'equityaccounts,asfollows:sRetainedEarnings:Deleteanynon-historicalrates.
sOtherOwners'Equityaccounts:Deleteanyperiodrates.
4.
Runtranslation.
Yourowners'equitybalanceswillbetranslatedusingthePeriod-to-Daterule.
Step5:Defineincomestatementaccountsrevaluationprofileoption(conditionallyrequired)Inpreviousreleases,theGeneralLedger'sRevaluationfeaturealwaysusedtheYear-to-Daterulewhenrevaluingincomestatementaccounts.
Now,youcanchoosewhethertousetheYear-to-DateorPeriod-to-Dateruletorevalueincomestatementaccountbalances.
AdditionalInformation:SettingGeneralLedgerProfileOptions,PurgingArchivedAccountBalancesandJournalsinOracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7or11.
0Performedby:ApplicationSpecialist(GL)/SystemAdministratorReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:RevaluationAccountTypeTranslationRuleAssets,Liabilities,Owners'Equity,Revenue,andExpenseYear-to-Date(YTD)Rule:YTD(xlt)=YTD(func)XRatewhere(xlt)=revaluedcurrency(func)=functionalcurrencyRevenueandExpensePeriod-to-Date(PTD)Rule:PTD(xlt)=PTD(func)XRateFinancialsProductFamily7-18UpgradingOracleApplicationsReviewtheprofileoptionGL:IncomeStatementAccountsRevaluationRuletomakesurethesettingreflectstherevaluationmethodyourorganizationusestorevalueincomestatementaccounts.
IfyouselectPTD,revenueandexpenseaccountbalanceswillberevaluedusingthePeriod-to-Dateruleforanynewrevaluations.
Ifyouwanttorestatepreviouslyrevaluedincomestatementbalancesfrompriorperiods,simplyre-runRevaluationforthatperiodaftersettingtheprofileoption.
Step6:ReviewAutoPostcriteria(conditionallyrequired)WhenyouupgradetoRelease11i,anyRelease10.
7AutoPostcriteriayouhavedefinedaregroupedinacriteriasetnamedStandardforeachsetofbooks.
YouuseAutoPostcriteriatoautomaticallypostjournalbatchesthathavespecificcombinationsofjournalsource,period,andaccounttype.
InRelease10.
7(andearlier)ofGeneralLedger,youcouldonlydefineonesetofcriteriaforAutoPost.
YouhadtoredefinetheAutoPostcriteriawheneveryouwantedtochangetheprioritiesofthesetsofcomponents.
PTDRevenueandexpenseaccounttypesarerevaluedusingthePeriod-To-Daterule.
YTDRevenueandexpenseaccounttypesarerevaluedusingtheYear-To-Daterule.
Thisisthedefault.
ThisselectionisthesamerevaluationbehaviorfromRelease11andprior.
WARNING:Previouslytranslatedowners'equitybalanceswillnotchange.
AdditionalInformation:SettingGeneralLedgerProfileOptions,PurgingArchivedAccountBalancesandJournalsinOracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:AutoPostAttention:PerformthissteponlyifyouhavepreviouslydefinedandusedAutoPostcriteriainRelease10.
7.
FinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-19InRelease11and11i,youcandefinemultipleAutoPostcriteriapersetofbooks.
YoucanthenscheduleAutoPosttorunatdifferenttimesandsubmissionintervalsforeachcriteriasetyouhavedefined.
AfteryoureviewyourAutoPostcriteria,youcansubmitandscheduleyourAutoPostrunsusingtheSubmitRequestwindow.
YouwillneedtoprovidetheCriteriaSetnameasarunparameter.
ThisparameterwasnewinRelease11.
Step7:DefineGISconversionratesandratetypes(conditionallyrequired)Inearlierreleases,GISsubsidiarieswereabletouseperiodratesordailyrateswhentransferringforeigncurrencyjournals.
WithRelease11i(backportedto11.
0),GISsubsidiariesuseonlydailyrates.
Therefore,youmustspecifyconversionratetypesanddailyconversionratesforeachofyoursubsidiaries.
Todefineconversionratetypes:1.
IntheConversionRateTypeswindow(Setup>Currencies>Rates>Types),enteraNameandDescriptionforthenewconversionratetype.
2.
Saveyourwork.
Todefineconversionrates:1.
IntheDailyRateswindow(Setup>Currencies>Rates>Daily),entertheFromCurrency—thecurrencyyouwanttoconvertfromusingtheratesyouenter.
GeneralLedgerautomaticallydisplaysthefunctionalcurrencyforyoursetofbooksastheToCurrency—thecurrencyyouwanttoconvertto.
2.
EntertheConversionDateandType.
3.
EntertheconversionratetoconvertyourFromCurrencyamountstoyourToCurrencyamounts.
AdditionalInformation:PostingJournalBatchesAutomaticallyinOracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:GlobalIntercompanySystem(GIS)Note:SettheprofileoptionDailyRatesWindow:EnforceInverseRelationshipDuringEntrytoYestohavetheratesdisplayedinbothcolumnstoshowtheinverserelationship.
FinancialsProductFamily7-20UpgradingOracleApplications4.
Saveyourwork.
Step8:Verifyprogramsubmissionparametersformassfundscheck/reservation(conditionallyrequired)YouusetheMassFundsCheck/Reservationprogramtocheckorreservefundsforunpostedjournalbatches.
InRelease10.
7,GLusedyourAutomaticPostingoptionstoprioritizethefundscheckandreservation.
YoumustnowspecifytheAutoPostcriteriasetasaparameterwhenyourunMassFundsCheck/Reservation.
IfyouhaveusedStandardRequestSubmissiontosettheprogramtorunatspecificintervals,cancelyourexistingStandardRequestSubmission,andcreateanewone.
EnternewprogramparametersandspecifyanappropriateAutoPostcriteriaset.
Step9:Setfunctionsecurityforjournalpostingandreversingfunctions(recommended)InRelease10.
7,functionsecurityforjournalpostingintheEnterJournalsandEncumbranceswindowswasenabledwiththeprofileoptionJournals:AllowPostingDuringJournalEntry.
YoumustnowusetheOracleApplicationsstandardFunctionSecurityfeaturesinSystemAdministrationtorestrictuseraccesstojournalpostingandreversingfunctions.
IfyoudonotspecificallyexcludethefunctionsEnterJournals:PostandPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:MassFundsCheck/ReservationprogramAttention:PerformthisstepifyoupreviouslyusedtheMassApprovalsprograminRelease10.
7.
NotethatMassApprovalshasbeenrenamedinRelease11itoMassFundsCheck/Reservation.
AdditionalInformation:RunningtheMassFundsCheck/ReservationProgram,OracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7Performedby:SystemAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:EnterJournalsFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-21EnterJournals:Reversefromselectedresponsibilities,alluserswillhaveaccesstothesefunctions.
Step10:DefineDailyRatesprofileoption(recommended)TheprofileoptionDailyRatesWindow:EnforceInverseRelationshipDuringEntryisusedtospecifywhethertoenforcetheautomaticcalculationofinverseexchangeratesintheDailyRateswindow.
WhentheprofileoptionissettoYesandauserentersadailyratetoconvertcurrencyAtocurrencyB,OracleGeneralLedgerautomaticallycalculatestheinverserate(currencyBtoA)andentersitintheadjacentcolumn.
Ifeitherrateischanged,OracleGeneralLedgerautomaticallyrecalculatestheother.
WhentheprofileoptionissettoNo,theinverserelationshipisnotenforced.
Userscanchangeeitheroftheratesindependently.
PriortoRelease11,theinverserelationshipwasalwaysenforced.
Step11:Setupintercompanybalancing(recommended)Tosupporttheenhancedintercompanybalancingfeature,therearenowfourtypesofqualifiers:theBalancingSegment,NaturalAccountSegment,CostCenterSegmentandtheIntercompanySegment.
AdditionalInformation:OverviewofFunctionSecurity,OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)/SystemAdministrationReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:EnteringDailyRatesAdditionalInformation:GeneralLedgerApplicationsProfileOptions,OracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7or11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:IntercompanyBalancingAttention:Ifyouintendtousetheintercompanysegmentafterthisupgradeforintercompanybalancing,yourexistingaccountingflexfieldstructuremustcontainanintercompanysegmentthatusestheBalancingSegmentvalueset.
FinancialsProductFamily7-22UpgradingOracleApplicationsTheIntercompanysegmentqualifierallowsyoutotrackthetradingcompaniesinvolvedinanintercompanytransactionbypopulatingtheintercompanysegmentwiththebalancingsegmentofthetradingpartner.
Whenuserspostintercompanyjournalentries,GeneralLedgercreatesbalancingjournallinesusingtheappropriateintercompanyaccountsforthesource,category,balancingsegmentandtype,withconsiderationaswellfortheintercompanysegmentandclearingcompany,ifapplicable.
IfyoudesignedyourRelease11.
0andearlieraccountstructurewithanadditionalsegmentthatusesyourBalancingSegmentvalueset,youhaveaone-timeopportunitytoassigntheIntercompanysegmentqualifiertothissegment.
Todefineintercompanybalancing:1.
OpentheKeyFlexfieldSegmentsSummaryform,andquerythechartofaccountsusedbyyoursetofbooks.
2.
IntheKeyFlexfieldsSegmentwindow(Setup>Financials>Flexfields>Key>Segments),unfreezeallaccountstructuresthatreferenceyouraccountsegment.
3.
LocatetheadditionalsegmentthatwillbeassignedtheIntercompanySegmentqualifier.
4.
AssigntheIntercompanySegmentqualifiertothissegmentbycheckingtheIntercompanySegmentcheckbox.
5.
Refreezeallaccountstructuresthatreferenceyouraccountsegment.
6.
Saveyourwork.
7.
IntheSetofBookswindow(Setup>Financials>Books>Define),enabletheoptiontoBalanceIntercompanyJournalsforyoursetofbooks.
8.
Saveyourwork.
9.
IntheIntercompanyAccountswindow(Setup>Accounts>Intercompany),entertheintercompanyaccountsforthecombinationsofsource,category,Attention:YoucanstilltakeadvantageoftheenhancedintercompanybalancingfeaturesavailableinRelease11iwithoutusingtheintercompanysegment.
Note:ThissegmentmustusetheBalancingSegmentvalueset.
FinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-23balancingsegmentvalue,andtype(DueTo/DueFrom).
Optionally,defineadefaultclearingcompany.
10.
Saveyourwork.
Step12:Definenewconsolidationmappingrules(recommended)Youcanusenewrulesfordefiningconsolidationmappings.
Inparticular,therearemappingrulesthatenableyoutoconsolidateusingparentvaluesofyoursummaryaccounts.
NotethatanyexistingmappingrulesyoudefinedinRelease10.
7willberetainedinRelease11i.
WerecommendthatyoureadaboutthenewGlobalConsolidationSystemintheOracleGeneralLedgerUser'sGuide,Release11i,thendefinenewrulesormodifyyourconsolidationmappingdefinitionsasneeded.
Step13:Reviewconcurrentprogramcontrols(recommended)AdditionalInformation:DefiningYourAccountingFlexfield,DesigningYourAccountSegments,IntercompanyBalancing,DefiningIntercompanyAccounts,AccountingforMultipleCompaniesUsingaSingleSetofBooksOracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:ConsolidationAttention:WerecommendthatyouperformthisstepifyouusetheGlobalConsolidationSystem(GCS).
AdditionalInformation:Multi-CompanyAccountingandConsolidationandtheGlobalConsolidationSystem,OracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7Performedby:DatabaseAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:OpenPeriod,JournalImport,MassAllocations,Add/DeleteSummaryTemplatesFinancialsProductFamily7-24UpgradingOracleApplicationsJournalImportprocessesnolongerrefertotheconcurrentprogramcontrolsetting,NumberofAccountingFlexfieldsinMemory.
Theconcurrentprogramcontrolsetting,NumberofAccountingFlexfieldsinMemoryonlyappliestoMassAllocations.
Forperformancereasons,youmaywanttoreviewandadjustthesettingsintheConcurrentProgramControlswindow(Setup>System>Control).
Step14:DefineArchiveandPurgeprofileoption(recommended)Youcanuseaprofileoption(GL:NumberofPurgeWorkers)tospecifythenumberofchildprocessesthatyouwanttolaunchsimultaneouslywhenpurginglargevolumesofjournals.
GeneralLedgersplitstheworkloadamongmanysubprocesses(childprocesses),whichrunsimultaneouslyinparalleltospeedupthepurgeprocess.
AstheSystemAdministrator,setthisprofileoptionintheSystemProfileValueswindow(Profile>System).
Specifyhowmanyparallelprocessesyouwanttorunwhenpurgingjournalsbyenteringavaluefrom1to30.
Iftheprofileoptionisnotset,purgingwillbedonesequentially.
Step15:DefineGLSummarizationprofileoptions(recommended)ParallelSummaryTemplateDeletiondeletesmultiplesummarytemplatesmoreefficientlybysplittingtheworkloadamongmanysmallersubprocesseswhichrunsimultaneously.
YoucanspecifythenumberofalloweddeletionprocessestooptimizedatabaseperformancewhilereducingtheamountoftimerequiredtoPerformifupgradingfrom:10.
7or11.
0Performedby:SystemAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:ArchiveandPurgeprocessAttention:Youdonotneedtoperformthisstepifyouhaveappliedthemini-packsforRelease11.
0.
2or11.
0.
3.
AdditionalInformation:OracleApplicationsUser'sGuide;AppendixB,OracleGeneralLedgerUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:Add/DeleteSummaryTemplatesprogramFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-25deletesummarytemplates.
IntheSystemProfileValueswindowasSystemAdministrator(Profile>System),settheseprofileoptionstoperformparallelprocessingwhendeletingsummarytemplates:sGLSummarization:NumberofDeleteWorkers:Specifyhowmanyparallelprocessesyouwanttorunwhendeletingsummarytemplatesbyenteringavaluefrom1to30.
sGLSummarization:AccountsProcessedatatimeperDeleteWorker:Specifyhowmanyaccountsyouwanteachworkertoprocessatatime.
sGLSummarization:RowsDeletedperCommit:Specifythenumberofrowsthatyouwantdeletedinabalancetableperworkerwhendeletingsummarytemplates.
OraclePayablesTasksStep1:SetupOffsettaxes(conditionallyrequired)PerformthissteponlyifyourpreviousinstallationhaddefaultOffsettaxessetatthesuppliersite.
IfyoucurrentlyuseOffsettaxesandyouhaveassignedanOffsettaxtoasuppliersite,thenaftertheupgradetoRelease11i,Offsettaxeswillnolongerdefaulttonewdistributionsunlessyouperformthisstep.
InRelease11i,thedefaultOffsettaxisnolongerassociatedwithasuppliersite.
Instead,itisassociatedwithaSalesorUser-definedtax.
Duringtheupgrade,ifaAdditionalInformation:OracleApplicationsUser'sGuide;AppendixB,OracleGeneralLedgerUser'sGuideChecklistPerformedby1.
SetupOffsettaxes(conditionallyrequired)ApplicationSpecialist(Payables)2.
Setupthefuture-datedpaymentaccount(conditionallyrequired)ApplicationSpecialist(Payables)3.
Setuptaxestobepartiallyrecoverable(conditionallyrequired)ApplicationSpecialist(Payables)4.
LinkGLrecordsandAPrecords(required)ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:TaxCodes(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesOffsetTaxesFinancialsProductFamily7-26UpgradingOracleApplicationssuppliersitehadadefaultOffsettaxassignedtoit,thentheupgradewillautomaticallyenablethenewUseOffsetTaxescheckboxatthesuppliersite.
ThischeckboxwillenableuseofdefaultOffsettaxesforthesuppliersite.
Ifthischeckboxisenabledatthesuppliersite,thenwhenyouenterataxcodewithanactiveassociatedOffsetTaxcode,PayablesautomaticallycreatesanOffsettaxdistribution.
RunthescripttocreatetheOffsetTaxCodeUpgradeReport.
ItlistsforeachorganizationallcombinationsofdefaultsfortaxcodeandOffsettaxcodethatyouhavesetatthesuppliersitelevelandeachsuppliersitethatusesacombination.
ReviewthereporttodeterminewheretoassignactiveOffsettaxestoactiveTaxCodes.
YoumayneedtoduplicateandrenameataxcodeifitispairedwithmorethanoneOffsettax.
Forexample,suppliersiteAhasTax1andOffsetTax1setasdefaults,andsuppliersiteBhasTax1andOffsetTax2setasdefaults.
YouneedtoduplicateandrenameTax1soyoucanassignOffsetTax2toit,andthenassignthenewtaxtosuppliersiteB.
1.
RunthescripttocreatetheOffsetTaxCodeUpgradereport:ForUNIXusers:$cd$AP_TOP/admin/sql$sqlplus/@apofftax.
sqlForNTusers:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apofftax.
sql2.
ReviewthereportandidentifyanytaxcodesyouneedtoduplicateandrenameoridentifytheOffsettaxesyouneedtoassociatewithtaxcodes.
3.
NavigatetotheTaxCodeswindow(Setup>Taxes>TaxCodes).
4.
IfyouhadSalesorUser-definedtaxcodesassociatedwithmorethanoneOffsettax,thenduplicateandrenamethem.
5.
QueryeachSalesorUser-definedtaxcodethatyouwanttoassociatewithanOffsettaxcode.
6.
IntheOffsetTaxfield,enteranactiveOffsettaxcodeandsaveyourwork.
7.
UpdatesuppliersitesthathadtaxcodedefaultsassociatedwithmorethanoneOffsettax.
Navigatetoeachsuppliersite(Suppliers>Entry).
ChoosetheSitesbutton).
Changethedefaulttaxcodetotheduplicatedandrenamedtaxcode.
8.
Saveyourwork.
FinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-27Step2:Setupthefuture-datedpaymentaccount(conditionallyrequired)Performthissteponlyifyouwanttousefuture-datedpaymentsinRelease11i.
InRelease11i,PayablesaddedfieldsforthefuturedatedpaymentaccountinfourwindowsandrenamedthefieldinthePaymentDocumentswindow.
Performthissteptopopulatethefuturedatedpaymentaccountinthefourwindows:FinancialsOptions,Suppliers(onlyifyoudonotuseMulti-org),SupplierSites,andBankAccounts.
RefertoyourOraclePayablesuser'sguidefordetailsonwhentheseaccountsareused.
Ifyouusedfuturedatedpaymentsinyourpreviousrelease,thentheupgradedoesthefollowingforeachpaymentdocumentyouusedforfuturedatedpayments:sDefaultstheaccountyouhaddefinedintheCashClearingfieldofthePaymentDocumentswindowtotheFutureDatedPayment(account)fieldinthePaymentDocumentswindowsSetstheFutureDateUseoptiontoAllowedinthePaymentDocumentswindowInthePayablesOptionswindow,specifywhetheryouwanttousethesuppliersiteorpaymentdocumentaccountwhenPayablesaccountsforFutureDatedPayments.
Ifnovalueisset,thisparameterisautomaticallysettoPaymentDocumentduringtheupgrade.
Foreachorganization,specifythefuturedatedpaymentaccountintheFinancialsOptionswindow.
ThenrunthescripttopopulatetheFutureDatedPayment(account)fieldforSuppliers,SupplierSites,andBankAccounts.
Notethatiftheupgradepopulatedthefuturedatedpaymentaccountvalueforapaymentdocumentthenthescriptwillnotoverwriteit.
Thescriptneedstobesubmittedonlyonce,andwillupdateallorganizations.
1.
IntheFinancialsOptionswindow(Setup>Options>Financials),foreachorganization,enteravaluefortheFutureDatedPayment(account).
2.
Saveyourwork.
3.
RunthefollowingscripttopopulatetheFutureDatedPaymentaccountfieldforSuppliers,SupplierSites,andBankAccounts.
Thescriptpromptsforabatchsizeforthecommitcycle.
Formoreinformationonthebatchsizeparameter,refertotheOverviewchapterinthismanual.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:FutureDatedPayments(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesFutureDatedPaymentsFinancialsProductFamily7-28UpgradingOracleApplicationsForUNIXusers:$cd$AP_TOP/admin/sql$sqlplus/@apxfdp01.
sqlForNTusers:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apxfdp01.
sql4.
ReadthedocumentationonfuturedatedpaymentsintheOraclePayablesUser'sGuide.
ReviewandresetanyvaluesforFutureDatedPaymentaccountintheSupplies,SupplierSites,BankAccounts,andPaymentDocumentwindows.
5.
Saveyourwork.
Step3:Setuptaxestobepartiallyrecoverable(conditionallyrequired)ThisstepisnecessaryonlyforthoseoperatingunitsinwhichyouhavesettheEnableRecoverableTaxFinancialsoptiontoYes(asdescribedinPayablesStep4inChapter3).
RefertoOraclePayablesUser'sGuidefordetails,butataminimum,dothefollowing.
1.
ForeachoperatingunitinwhichtheEnableRecoverableTaxFinancialsoptionissettoYes,navigatetotheFinancialsOptionswindow(Setup>Options>Financials).
IntheTaxtabbedregion,enteravalueintheDefaultRecoveryRatefield.
Forexample,ifyouwanttaxestobe100%recoverable,enter100.
Youcanoverridethisvaluewhenyousetupyourtaxcodes.
2.
Tosetuporreviewtaxcoderecoverability,navigatetotheTaxCodeswindow(Setup>Tax>Codes).
Reviewtherecoveryrateofeachtaxcodeandensurethatitissetcorrectlytoreflecttherecoverabilityyouintend.
Forexample,ifyouwantataxtobe100%recoverable,therecoveryrateshouldbe100.
Ifyouwantataxtobenon-recoverable(suchasforU.
S.
stateandlocaltaxes),therecoveryrateshouldbe0.
Ifyouwanttoenteranyvaluebetween0and100(partiallyrecoverable),youmaydosonow.
3.
Saveyourwork.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:FinancialsOptions,RecoverableTax(OraclePayablesUser'sGuide)Dobeforeanyoneuses:RecoverableTax(ineitherPayablesorPurchasing)FinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-29Step4:LinkGLrecordsandAPrecords(required)Theapallink.
sqlscriptcreateslinksbetweenrecordsinOracleGeneralLedgerandrecordsinOraclePayables,whichallowyoutodrilldownfromGLjournalstotheapplicableinvoiceorpaymentdocumentthroughthecorrespondingsub-ledgeraccountingentriesinPayables.
Thescripttakestwoparameters:StartDateandEndDate.
Itupdatesallaccountingentrylinesforinvoicesandchecksinthatdaterange.
Youcanrunitmultipletimes,forexample,insmalldaterangestomanageyoursystemresources.
Werecommendyoubeginwiththemostrecentdataandworkbackwardsuntiltheentirepre-Release11idaterangehasbeenupdated.
Althoughyoucannotdrilldownbetweenrecordsthathavebeenupdatedandthosethathavenot,havingnon-updatedrecordsdoesnotaffectotherfunctions,suchasdataentry.
ForUNIXusers:$cd$AP_TOP/patch/115/sql$sqlplus/@apallink.
sqlForNTusers:C:\>cd%AP_TOP%\patch\115\sqlC:\>sqlplus/@apallink.
sqlAttheSQLprompt,whenitasksfordateparametervalues,remembertogivethedatesinDD/MM/YYYYformat.
OracleProjectsTasksStep1:ImplementSelf-ServiceTime(conditionallyrequired)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:Accounting(OraclePayablesUser'sGuide)Dobeforeanyoneuses:DrilldownfunctionalityfromGLtoPayablesChecklistPerformedby1.
ImplementSelf-ServiceTime(conditionallyrequired)ApplicationSpecialist(Projects)2.
Implementcrosscharge(conditionallyrequired)ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleSelf-ServiceTimeImplementation/MigrationGuide,Release11iDobeforeanyoneuses:OracleSelf-ServiceTimeFinancialsProductFamily7-30UpgradingOracleApplicationsPerformthisstepifyouusedPersonalTimeandExpense(PTE)orProjectTimeandExpensetoentertimecardinformationinRelease10.
7or11.
0.
Toentertimecardinformation,youmustimplementSelf-ServiceTimeandrollitouttoyourusers.
ContactOracleSupportServicesfortheavailabilitydate,andtoobtaintheSelf-ServiceTimeproductupdate.
RefertoOracleSelf-ServiceTimeImplementation/MigrationGuideRelease11ionOracleMetaLinkfordatamigrationdetails.
Step2:Implementcrosscharge(conditionallyrequired)Asofthisrelease,crosschargingandBorrowedandLentAccountingarenolongerenabledbywayofprofileoptions.
Youmustperformthisstepifyoucross-chargedtransactionsacrossOperatingUnitsorusedtheBorrowedandLentRevenuefunctionbeforetheupgrade,andyouwanttocontinueusingthisfunctionalityinthisrelease.
Toperformthisstep,followtheCrossChargeandInter-ProjectBillingimplementationinstructionsintheOracleProjectsUser'sGuide.
OracleReceivablesTasksStep1:DefineApplicationRuleSet(recommended)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoDobeforeanyoneuses:CrossChargeChecklistPerformedby1.
DefineApplicationRuleSet(recommended)ApplicationSpecialist(Receivables)2.
DefineGLtaxassignmentsforNaturalAccounttaxcodes(conditionallyrequired)ApplicationSpecialist(Receivables)3.
SetupInternetReceivables(recommended)SystemAdministrator4.
EnableHeaderLevelRounding(recommended)ApplicationSpecialist(Receivables)5.
Enablecreditcardprocessing(recommended)ApplicationSpecialist(Receivables)6.
Enablecross-currencylockbox(recommended)ApplicationSpecialist(Receivables)7.
SetUpBillsofExchange(recommended)ApplicationSpecialist(Receivables)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)FinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-31AnApplicationRuleSetisauser-definablehierarchythatmanagestheapplicationofpaymentswhenyoumanuallyapplyreceiptsorwhenyourunPostQuickCash.
YoucanchooseoneoftheApplicationRuleSetsthatOracleReceivablesprovidesordefineyourown.
YoucanassignanApplicationRuleSettoyourTransactionTypesandattheSystemOptionslevel.
OracleReceivablesprovidesthefollowingApplicationRuleSets:YoucandefineadditionalApplicationRuleSetsintheApplicationRuleSetswindow.
Step2:DefineGLtaxassignmentsforNaturalAccounttaxcodes(conditionallyrequired)Referencemanual:OracleReceivablesorPublicSectorReceivablesUser'sGuideDobeforeanyoneuses:PostQuickCashortheApplicationswindowLineFirst-TaxAfterAppliespaymentstotheopenLineamountsfirstfollowedbytheTax,Freight,andFinanceCharges.
Thisisthedefault.
LineFirst-TaxProrateAppliespaymentsproportionatelytotheopenLineandTaxamountforeachline.
ThisrulesetthenappliestheremainingamounttoanyFreightandFinanceCharges.
ProrateAllAppliespaymentsproportionatelytotheopenLine,Tax,Freight,andFinanceCharges.
AdditionalInformation:ApplicationRuleSets,OracleReceivablesUser'sGuideorOraclePublicSectorReceivablesUser'sGuideNote:IfyouusetheOracleApplicationsMultipleOrganizationSupportfeaturetousemultiplesetsofbooksforoneReceivablesinstallation,youneedtoassignanApplicationRuleSettoyourTransactionTypesand/orattheSystemOptionslevelforeachofyourorganizations.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesTaxManualDobeforeanyoneuses:AutoInvoiceorTransactionswindowFinancialsProductFamily7-32UpgradingOracleApplicationsIfyouwanttousetheAccountMethodforValueAddedTax(VAT)compliance,youcansetupReceivablestousethetaxcodeassignedtotheNaturalAccountsegmentofyourRevenueaccountwhenyoumanuallyentertransactionsorimportthemusingAutoInvoice.
Step3:SetupInternetReceivables(recommended)SetupInternetReceivables(iReceivables)ifyouwantyouremployeesandcustomerstobeabletoviewtheiraccountbalances,printinvoices,anddisputebillsusingastandardwebbrowser.
SetupstepsincludedefiningiReceivablesusers,settingupfunctionsecurityandReceivablesprofileoptions,andsettinguptheCreditMemoRequestWorkflow.
Step4:EnableHeaderLevelRounding(recommended)HeaderLevelRoundingenablesyoutorecordandpostroundingamountsinaseparateaccountthatyoudefine.
EnablethisfeatureifyouwantOracleReceivablestoroundamountsatthetransactionheaderlevelwhenyoucreatetransactionsinforeigncurrencies.
NavigatetoSetup>System>SystemOption,andselecttheHeaderLevelRoundingcheckbox.
AdditionalInformation:ControllingTaxfromyourRevenueAccountandImplementingValueAddedTax,OracleReceivablesTaxManual.
Note:YoudonotneedtoperformthisstepifyouhavealreadycompleteditaspartofyourOraclePayablesorOracleGeneralLedgerupgrade.
Ifyouusemultiplesetsofbooksarchitecture,youneedtoperformthisstepforeachproductinstallation.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:InternetReceivablesAdditionalInformation:SettingUpiReceivablesintheOracleReceivablesUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:TransactionswindowFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-33Step5:Enablecreditcardprocessing(recommended)Ifyouwanttoacceptcreditcardsaspaymentforopendebititems,youmustsetupprofileoptions,createbankaccounts,anddefineanewreceiptclassinOracleReceivables.
Step6:Enablecross-currencylockbox(recommended)IfyouwanttouseAutoLockboxtoapplyreceiptstotransactionsindifferentcurrencies,youmustdefineprofileoptionsinOracleReceivablesandsetupexchangeratesinOracleGeneralLedger.
Step7:SetUpBillsofExchange(recommended)IfyouwanttocreateBillsofExchangeinOracleReceivables,defineanewreceiptclassandpaymentmethodtousewiththesetransactions.
YoucanalsosetupanewAdditionalInformation:HeaderLevelRounding,OracleReceivablesUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:CreditCardProcessingAdditionalInformation:SettingUpReceivablesforCreditCardTransactionsandPayments,OracleReceivablesUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:AutoLockboxAdditionalInformation:ImportingandApplyingCrossCurrencyReceiptsintheOracleReceivablesUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:BillsofExchangeCountry-specificFinancialsProductFamily7-34UpgradingOracleApplicationsprofileoptiontoindicatewhetherBillsofExchangeareincludedwhencalculatingacustomer'sopenbalance.
Country-specificFinancialsProductFamilyThefollowingCategory6tasksarerequiredorrecommendedtoupgradetheproductsintheCountry-specificFinancialsproductfamily.
OracleFinancialsforAsia/PacificTasksStep1:Defineadditionalcompanyinformation–Taiwan(required)InRelease11i,yourcompany'suniformnumber(taxpayerID)isdefinedintheHumanResourcesLocationwindowinsteadoftheglobalizationflexfieldintheSystemOptionswindow.
Aftertheupgrade,defineyourcompany'staxpayerIDaspartofdefiningadditionalcompanyinformation.
IntheTaxpayerIDfield,entertheuniformnumbersthatyourecordedinCategory2,Step5(Recorduniformnumbersforyourcompany).
AdditionalInformation:BillsofExchange,OracleReceivablesUser'sGuideChecklistPerformforthiscountry.
.
.
1.
Defineadditionalcompanyinformation–Taiwan(required)Taiwan2.
Defineadditionalcompanyinformation–Singapore(conditionallyrequired)Singapore3.
Updatetaxtypes(conditionallyrequired)SingaporePerformforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:ProductManagerDobeforeanyoneuses:GovernmentuniforminvoiceReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:NoAdditionalInformation:AdditionalCompanyInformation,OracleFinancialsCommonCountryFeaturesUser'sGuideCountry-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-35Step2:Defineadditionalcompanyinformation–Singapore(conditionallyrequired)TheSingaporeGSTRegistrationswindowisobsoleteinthisrelease.
ToenterGSTregistrationinformation,youmustfirstusetheLocationwindowtoenteradditionalinformationforalocation,andthendefinethelocationasalegalentityandentertheGSTregistrationnumberintheOrganizationwindow.
Tocompletethisstep,fromtheSingaporeanARresponsibility,navigatetoSetup>System>Organizations/Locations.
Step3:Updatetaxtypes(conditionallyrequired)ToseehistorictransactionsintheSingaporeanGSTF5report,updatethetaxtypesforthehistoricaltransactionsthatyouenteredinRelease11.
Then,setupnewtaxtypesthatcorrespondtotheRelease11taxcategoriesinthePayablesandReceivablesLookupswindowandupdatethetaxtypesassociatedwiththesetransactionswiththenewtaxtypedefined.
1.
Yoursystemadministratorrunsjasgupg1.
sqltocheckthetaxcategories/taxtypesusedinSingaporePayablesandReceivablesforallorganizations.
ForUNIXusers:$cd$JA_TOP/admin/sql$sqlplus/@jasgupg1.
sqlForNTusers:C:\>cd%JA_TOP%\admin\sqlC:\>sqlplus/@jasgupg1.
sqlPerformforthiscountry:SingaporePerformifupgradingfrom:11.
0Performedby:ProductManagerDobeforeanyoneuses:GSTReportingReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:NoAdditionalInformation:AdditionalCompanyInformation,OracleFinancialsCommonCountryFeaturesUser'sGuidePerformforthiscountry:SingaporePerformifupgradingfrom:11.
0Performedby:SystemAdministrator/Manager(PayablesandReceivables)Dobeforeanyoneuses:GSTreportingReferencemanual:OraclePayablesUser'sGuideandOracleReceivablesUser'sGuideRequiresConcurrentManager:NoCountry-specificFinancialsProductFamily7-36UpgradingOracleApplicationsReviewthejasgupg1.
lstoutputfilegeneratedinthecurrentworkingdirectorythatyouranthescriptfrom.
Youmaynotneedtoupdatetaxtypesiftheoutputfiledoesnotlistanyrows.
2.
InthePayablesLookups(SingaporeanPayables>OraclePayables>Setup>Lookups>Payables)andReceivablesLookups(SingaporeanAR>Setup>System>QuickCodes>Receivables)windows,theproductmanagersdefinenewtaxtypesthatcorrespondtothetaxcategoriesthatyouassociatedwithyourtaxcodesinRelease11.
3.
Yoursystemadministratorrunsjasgupg2.
sql,whichupdatestaxtypefieldsinbothPayablesandReceivablesTaxCodeswindowsforthetaxcodesthatwereassociatedwiththetaxcategoryvalueintheglobalizationflexfield.
Release11providesfivetaxcategoriesforPayablesandfourforReceivables.
Thisscriptupdatesallninecategories.
ForUNIXusers:$cd$JA_TOP/admin/sql$sqlplus/@jasgupg2.
sqlForNTusers:C:\>cd%JA_TOP%\admin\sqlC:\>sqlplus/@jasgupg2.
sqlSpecifythenewtaxtypeforeachtaxcategory.
Ifyouarenotusinganyofthesetaxcategories,youdonotneedtoprovideavalueforthetaxtypeparameter.
AdditionalInformation:Lookups,OraclePayablesUser'sGuide;DefiningReceivablesLookups,OracleReceivablesUser'sGuide.
Note:InRelease11i,theSingaporeanGSTF5reportprefixesPayablestaxtypeswiththetaxclassassociatedwiththetaxcode.
TaxclassesarenewinRelease11i,andcanbeeitherinputoroutput.
Thereportliststransactionsgroupedbytaxclassandtaxtype.
YoudonotneedtoincludeINPUTorOUTPUTinthelookupcodesthatyoudefineforyournewtaxtypes.
Forexample,ifyouhadthetaxcategoryINPUT-STANDARDinRelease11,definethecorrespondingPayablestaxtypeinRelease11iwiththelookupcodeSTANDARD.
Country-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-37PressReturnandcontinuewiththenexttaxcategory.
Thescriptdoesnotupdatethetaxtypeifyoudonotspecifyavalueforthetaxtypeparameter.
Forexample:UpdatingTaxCategoryINPUT-STANDARDTaxType:IfyouenterSTANDARDfortheTaxType,thescriptchecksifthetaxtypeSTANDARDisdefinedasalookupcodeforthelookuptypeTaxTypeinthePayablesLookupswindow.
ItupdatesthetaxtypefieldwiththenewSTANDARDtaxtypeinthePayablesTaxCodeswindowforallrecordsthatweresavedwithtaxcategoryINPUT-STANDARD.
4.
Runjasgupg1.
sqltolistthetaxcategories/taxtypesaftertheupdate:ForUNIXusers:$cd$JA_TOP/admin/sql$sqlplus/@jasgupg1.
sqlForNTusers:C:\>cd%JA_TOP%\admin\sqlC:\>sqlplus/@jasgupg1.
sqlOracleFinancialsCommonCountriesFeaturesTasksStep1:SetupAppreciationQuickCode(recommended)TheDACHAssetSummaryreportandDACHDepreciationAnalysisreportdisplayappreciationseparatelyfromothertypesofunplanneddepreciation.
TodistinguishChecklistPerformforthiscountry.
.
.
1.
SetupAppreciationQuickCode(recommended)Austria,Germany,Switzerland2.
UpgradeAppreciation(recommended)Austria,Germany,Switzerland3.
Assignrequestgroupstoyourresponsibilities(recommended)OracleFinancialsUsersinJapanPerformforthiscountry:Austria,Germany,andSwitzerlandPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorandApplicationSpecialistDobeforeanyoneuses:DACHAssetSummaryreportorDACHDepreciationAnalysisreportReferencemanual:OracleAssetsUser'sGuideCountry-specificFinancialsProductFamily7-38UpgradingOracleApplicationsbetweenappreciationamountswhenyourunthesereports,youmustusetheAPPRECQuickCodefortheunplanneddepreciationtype.
FromtheOracleAssetsresponsibilityusetheQuickCodeswindow(Setup>AssetSystem>QuickCodes)tomaintainunplanneddepreciationtypes.
QuerytheTYPEFORUNPLANNEDDEPRECIATIONQuickCodetypeandspecifyAPPRECintheValuefieldtosetupanewunplanneddepreciationtypeforappreciationtransactions.
Inaddition,youshoulddisableanyotherunplanneddepreciationtypesthatwerepreviouslyusedtorecordappreciation.
Step2:UpgradeAppreciation(recommended)AppreciationtransactionsthatwerepreviouslyenteredusingadifferentunplanneddepreciationtypearenotshownasappreciationamountsinthecorrectcolumnsoftheDACHAssetSummaryreportortheDACHDepreciationAnalysisreport.
Runthejgzzfaap.
sqlscripttocorrectthissituation.
Thisscriptletsyouspecifytheunplanneddepreciationtypethatwaspreviouslyused.
Afteryourunthescript,youshouldonlyusetheAPPRECQuickCodeastheunplanneddepreciationtypeforappreciationtransactions.
Youshouldmanuallydisabletheunplanneddepreciationtypethatwaspreviouslyusedforappreciations.
Torunjgzzfaap.
sql,type:ForUNIXusers:$cd$JG_TOP/admin/sql$sqlplus/@jgzzfaap.
sqlForNTusers:C:\>cd%JG_TOP%\admin\sqlC:\>sqlplus/@jgzzfaap.
sqlwhereistheunplanneddepreciationtypethatwaspreviouslyused.
YoushouldconsultanOracleAssetsusertoseewhichunplanneddepreciationtype,ifany,waspreviouslyusedtorecordappreciationtransactions.
FromtheOracleAssetsresponsibility,maintainunplanneddepreciationtypesintheQuickCodeswindow(Setup>AssetSystem>QuickCodes).
YoucanseedifferentPerformforthiscountry:Austria,Germany,andSwitzerlandPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialistDobeforeanyoneuses:DACHAssetSummaryreportorDACHDepreciationAnalysisreportReferencemanual:OracleAssetsUser'sGuideCountry-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-39possiblevaluesforunplanneddepreciationtypesbyqueryingtheTYPEFORUNPLANNEDDEPRECIATIONQuickCodetype.
Forexample,runthisscript:ForUNIXusers:$sqlplusscott/tiger@jgzzfaap.
sqlOLDTYPEForNTusers:C:\>sqlplusscott/tiger@jgzzfaap.
sqlOLDTYPEtoconverttransactionswiththeOLDTYPEunplanneddepreciationtypetotheAPPRECQuickCode.
ThescriptupdatestheTRANSACTION_SUBTYPEcolumninFA_TRANSACTION_HEADERS.
Step3:Assignrequestgroupstoyourresponsibilities(recommended)OracleFinancialscustomersinJapanshouldassigntherequestgroupslistedinthefollowingtabletotheirresponsibilitiestoaccessthesereports.
PerformthisstepintheStandardRequestSubmissionwindowfromtheSystemAdministratorresponsibility(Security>Responsibility>Define).
NewJapanrequestgroupsareasfollows:AdditionalInformation:UnplannedDepreciation,OracleAssetsUser'sGuidePerformforthiscountry:OracleFinancialsusersinJapanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:ReportsReferencemanual:OracleApplicationsSystemAdministrator'sGuideCustomerBalancesDetailCustomerBalancesDetail(180)CustomerBalancesSummaryPublishTaxReconciliationbyTaxableAccountSupplierBalancesDetailSupplierBalancesDetail(180)SupplierBalancesSummarySubledgerBalanceMaintenanceforPayablesAccountingPeriodsSubledgerBalanceMaintenanceforReceivablesAccountingPeriodsAssignthisrequestgroup.
.
.
Toyour.
.
.
JGJP+APReportsPayablesresponsibilitiesJGJP+ARReportsReceivablesresponsibilitiesCountry-specificFinancialsProductFamily7-40UpgradingOracleApplicationsIntheResponsibilitieswindow,navigatetotheRequestGroupregionandusethelistofvaluesintheNamefieldtoassignrequestgroupstoyourresponsibilities.
OracleFinancialsforEuropeTasksStep1:UpdatePolishandTurkishjournallinesequencenumbers(conditionallyrequired)InRelease11,OracleFinancialsforPolandandOracleFinancialsforTurkeystoredjournallinesequencenumbersinadescriptiveflexfield(JG_ZZ_RECON_LINES)intheJournalswindow.
InRelease11i,thejournallinesequencenumbersforthesecountriesarestoredinaglobalizationflexfield(JG_GL_JE_LINES_INFO)intheJGJP+GLReportsGeneralLedgerresponsibilitiesChecklistPerformforthiscountry.
.
.
1.
UpdatePolishandTurkishjournallinesequencenumbers(conditionallyrequired)Poland,Turkey2.
UpdateSpanishglobalizationflexfieldcontexts(conditionallyrequired)Spain3.
UpdateDanishEFTinvoicestouseEDIflexfield(required)Denmark4.
RecreateFrenchincometaxtypes(conditionallyrequired)France5.
UpdateFrenchdeductibleVATinvoices(conditionallyrequired)France6.
UpdateItalianVATtransactions(conditionallyrequired)Italy7.
CreateItalianinventorytaxtypes(conditionallyrequired)Italy8.
Updatetaxableamountsforcustombillsandselfinvoices(required)Italy9.
UpdateHungarianVATtransactions(conditionallyrequired)Hungary10.
EnabletheAdditionalInformationforHungaryglobalizationflexfieldontheTransactionTypeswindow(conditionallyrequired)Hungary11.
EnabletheTaxCodefieldintheReceiptswindow(conditionallyrequired)GermanyPerformforthiscountry:Poland,TurkeyPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:GeneralLedgerforPolandorTurkeyAssignthisrequestgroup.
.
.
Toyour.
.
.
Country-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-41samewindow.
Aftertheupgrade,youmustupdateyourjournallinesequencenumberstousethenewflexfield.
1.
AsSystemAdministrator,navigatetotheSystemProfileValueswindow(Profile>System)andsettheJG:TerritoryandGLSetofBooksIDprofileoptionsatresponsibilitylevelforyourGLLocalizationsresponsibility(PolishGLLocalizationsorTurkishGLLocalizations).
SettheJG:TerritoryprofileoptiontoPolandforPolishGLLocalizationsortoTurkeyforTurkishGLLocalizations.
SettheGLSetofBooksprofileoptiontotheappropriatesetofbooksforyourresponsibility.
2.
FromtheGLLocalizationsresponsibility(PolishGLLocalizationsorTurkishGLLocalizations),runtheJournalLinesGlobalDescriptiveFlexfieldSynchronizationprogramusingtheStandardRequestSubmissionwindows.
Step2:UpdateSpanishglobalizationflexfieldcontexts(conditionallyrequired)OracleFinancialsforSpainusesnewcontextsfortheseglobalizationflexfields:Toproperlyaccessyourexistingcountry-specificdataaftertheupgrade,youmustupdatetheglobalizationflexfieldcontextsbyrunningthisscript:ForUNIXusers:$cd$JE_TOP/admin/sqlNote:Ifyouusemultiplesetsofbooksarchitecture(MSOBA)foryourterritory,youmustruntheJournalLinesGlobalDescriptiveFlexfieldSynchronizationprogramonceforeachsetofbooks.
AdditionalInformation:OracleFinancialsforPolandUser'sGuide;OracleFinancialsforTurkeyUser'sGuidePerformforthiscountry:SpainPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:OracleFinancialsforSpainGlobalizationFlexfieldTableWindowJG_AP_INVOICESAP_INVOICES_ALLInvoicesJG_RA_CUSTOMER_TRXRA_CUSTOMER_TRX_ALLTransactionsJG_HR_LOCATIONSHR_LOCATIONS_ALLLocationCountry-specificFinancialsProductFamily7-42UpgradingOracleApplications$sqlplus/@jeesgdfm.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jeesgdfm.
sqlStep3:UpdateDanishEFTinvoicestouseEDIflexfield(required)InRelease11i,OracleFinancialsforDenmarkreplacestheElectronicFundsTransfer(EFT)paymentprocess(fromRelease10.
7and11)withElectronicDataInterchange(EDI).
Youmustrunjedkediu.
sqltomigratetheadditionalcountry-specificinvoiceinformationforyouroutstandinginvoicesfromtheRelease10.
7or11EFTflexfieldtotheRelease11iglobalizationflexfieldforEDI.
Beforeyourunjedkediu.
sql:1.
UpdateadditionalinvoiceinformationforallopeninvoiceswithapaymentmethodofElectronic.
Whenyourunjedkediu.
sql,theadditionalcountry-specificinvoiceinformationforyouroutstandinginvoicesismigratedfromtheRelease10.
7or11EFTflexfieldtotheRelease11iglobalizationflexfieldforEDI.
OraclePayablesforDenmarkplacesaholdonanyinvoicewithincompleteinformation.
YoumustupdatetheadditionalinvoiceinformationinRelease10.
7or11EFTflexfieldsforallopeninvoicesthatyouwanttoupgradewithapaymentmethodofElectronic.
2.
Createanewholdcodeforthedatamigrationscript.
Youmustalsocreateanewholdcodeforthedatamigrationscripttousewhenplacingtheholds.
FromtheInvoiceApprovalswindow(DanishAP>Setup>Invoice>Approvals),enterEFT_TO_EDI_DATA_MIGRATEintheNamefieldPerformforthiscountry:DenmarkPerformifupgradingfrom:10.
7,11.
0Performedby:ProductManager(FinancialsforDenmark)Dobeforeanyoneuses:DanishEDIReferencemanual:OraclePayablesUser'sGuide,OracleFinancialsforDenmarkUser'sGuideAdditionalInformation:InvoiceEFTInformation,OracleFinancialsforDenmarkUser'sGuideCountry-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-43forthenewholdcode.
IntheTypefield,selectInvoiceHoldReason.
YoushouldalsocheckthePostableandReleaseablecheckforthisholdcode.
Torunjedkediu.
sql:3.
Moveadditionalcountry-specificinvoiceinformation.
TomovetheadditionalinvoiceinformationforyouroutstandinginvoicesfromtheRelease10.
7or11EFTflexfieldtotheRelease11iflexfield,runthisscript:ForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jedkediu.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jedkediu.
sqlOraclePayablesforDenmarkplacesaholdonanyinvoicewithincompleteinformationusingtheholdcodeyoupreviouslydefined.
Afteryourunjedkediu.
sql:4.
Entermissinginformationforinvoicesplacedonhold.
Afteryourunjedkediu.
sql,youmustenteranymissinginformationforinvoicesthatwereplacedonholdwiththeDanishdatamigrationholdcode.
Forinstructionsonenteringadditionalcountry-specificinvoiceinformationforEDI,refertoEnteringInvoices,OracleFinancialsforDenmarkUser'sGuide.
Whentheinformationiscomplete,youcanmanuallyreleasetheholdsandapprovetheinvoicesforpayment.
Step4:RecreateFrenchincometaxtypes(conditionallyrequired)IfyouusedOracleFinancialsforFrancebeforetheupgrade,youmustrecreatetheFrenchincometaxtypesthatwereremovedasapartoftheupgradeprocess.
Runthisscripttorecreatetheincometaxtypes:AdditionalInformation:InvoiceApprovals,OraclePayablesUser'sGuidePerformforthiscountry:FrancePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:OracleFinancialsforFranceCountry-specificFinancialsProductFamily7-44UpgradingOracleApplicationsForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jefrtxtp.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jefrtxtp.
sqlStep5:UpdateFrenchdeductibleVATinvoices(conditionallyrequired)InRelease11i,theFrenchDeductibleVATDeclarationreportusesdeductiontaxrules,ratherthantaxtypes,toselectinvoicesforinclusion.
Whenyouenternewinvoices,youassociateadeductiontaxrulewithaninvoiceusingtheDeductionTaxRulefieldintheglobalizationflexfieldatinvoiceheaderlevelintheInvoiceswindow.
ToincludeinvoicesthatyouenteredbeforetheupgradeintheFrenchDeductibleVATDeclarationreportaftertheupgrade,youmustassociateadeductiontaxrulewiththoseinvoicesbyrunningascript.
ThescriptupdatestheDeductionTaxRulefieldforinvoiceswiththesetaxtypes:CRE/M,CRE/M-1,DEB/M,andDEB/M-1.
RunthisscripttoupdateyourdeductibleVATinvoices:ForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jefrapdv.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jefrapdv.
sqlStep6:UpdateItalianVATtransactions(conditionallyrequired)Performforthiscountry:FrancePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:FrenchDeductibleVATDeclarationReportAdditionalInformation:OracleFinancialsforFranceUser'sGuidePerformforthiscountry:ItalyPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:ItalianPurchaseVATRegister,ItalianPayablesSalesVATRegister,ItalianPayablesSummaryVATReport,ItalianReceivablesSalesVATRegister,ItalianReceivablesDeferredVATRegisterCountry-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-45InRelease11i,OracleFinancialsforItalyusesanewmethodtomarkVATtransactionsthatwerealreadyreportedonafinalversionoftheseVATreports:YoumustupdatetheVATtransactionsthatwereincludedonfinalVATreportsbeforetheupgrade,topreventthesetransactionsfrombeingincludedthenexttimeyouprintthesereportsaftertheupgrade.
RunthisscripttoupdateyourVATtransactions:ForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jeitrvat.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jeitrvat.
sqlThescriptmarksthetransactionsasreportedbyinsertingarecordforeverytransactionagainsteachregisterintothenewtableJE_IT_VAT_REPORT_INV.
Step7:CreateItalianinventorytaxtypes(conditionallyrequired)IfyouusedOracleFinancialsforItalybeforetheupgrade,youmustcreateadditionaltaxtypes.
Runthisscripttocreatetheinventorytaxtypes:ForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jeitmtlt.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jeitmtlt.
sqlItalianPurchaseVATRegisterItalianPayablesSalesVATRegisterItalianPayablesSummaryVATReportItalianReceivablesSalesVATRegisterItalianReceivablesDeferredVATRegisterAdditionalInformation:OracleFinancialsforItalyUser'sGuidePerformforthiscountry:ItalyPerformifupgradingfrom:10.
7charactermodePerformedby:DatabaseAdministratorDobeforeanyoneuses:OracleFinancialsforItalyCountry-specificFinancialsProductFamily7-46UpgradingOracleApplicationsStep8:Updatetaxableamountsforcustombillsandselfinvoices(required)InRelease11i,youusetheglobalizationflexfieldintheDistributionswindowtorecordthetaxableamountsforselfinvoicesandcustombills.
SelfinvoicesandcustombillsenteredbeforetheupgradearenotdisplayedontheItalianPayablesSummaryVATReport,theItalianPurchaseVATRegister,andtheItalianSalesVATRegister(SelfInvoice,EUVAT).
ToensurethattheVATreportscorrectlydisplaytheseamounts,runjeitapid.
sql.
ItupdatesinvoicedistributionsthathaveataxtypeofCustomBillorSelfInvoicebyupdatingtheGLOBAL_ATTRIBUTE_CATEGORYandGLOBAL_ATTRIBUTE1attheinvoicedistributionlevel(ontheap_invoice_distributionstable).
ForUNIXusers:$cd$JE_TOP/patch/115/sql$sqlplus/@jeitapid.
sqlForNTusers:C:\>cd%JE_TOP%\patch\ll5\sqlC:\>sqlplus/@jeitapid.
sqlEntertheSetofBooksIDforyourItalianorganizationattheprompt.
IfyouhavemultipleItalianorganizations,runthescriptonceforeachorganization.
Step9:UpdateHungarianVATtransactions(conditionallyrequired)InRelease11i,OracleFinancialsforHungaryusesanewmethodtomarkVATtransactionsthatwerealreadyreportedonafinalversionoftheseVATreports:sHungarianPurchasesVATRegistersHungarianSalesVATRegisterPerformforthiscountry:ItalyPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialistDobeforeanyoneuses:OraclePayablesSummaryVATReport,ItalianPurchaseVATReport,ItalianPayablesSalesVATRegister(SelfInvoice,EUVAT)AdditionalInformation:OracleFinancialsforItalyUser'sGuidePerformforthiscountry:HungaryPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:HungarianPurchasesVATRegisterorHungarianSalesVATRegisterCountry-specificFinancialsProductFamilyCategory6—BeforeUsingProductFeatures7-47YoumustupdatetheVATtransactionsthatwereincludedonfinalVATreportsbeforetheupgrade,sothatthetransactionsareincludedonreprintsofthosefinalVATreportsaftertheupgrade.
RunthisscripttoupdateyourVATtransactions:ForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jehurvat.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jehurvat.
sqlThescriptupdatesthetransactionsbyinsertingadditionalinformationintotheglobalattributecolumnsontheAP_INVOICE_DISTRIBUTIONStableforPayablestransactionsortheRA_CUSTOMER_TRX_LINEStableforReceivablestransactions.
Step10:EnabletheAdditionalInformationforHungaryglobalizationflexfieldontheTransactionTypeswindow(conditionallyrequired)InRelease11i,OracleFinancialsforHungaryprovidestheHungarianReceivablesOpenItemsRevaluationreport,whichrevaluesalloutstandingreceivablesaccountsataparticulardate,withregardtoastatedreportingperiod,toreflectforeignexchangeratefluctuationssincetheoriginaltransactiondate.
InHungary,notalltransactiontypesofopenitemsarerevalued.
YoudesignatewhetherspecifictransactiontypesshouldberevaluedintheAdditionalInformationforHungaryglobalizationflexfieldontheTransactionTypeswindow(HungarianAR:Setup>Transactions>TransactionTypes).
EnabletheAdditionalInformationforHungaryglobalizationflexfieldbysettingtheseprofileoptionsintheSystemProfileValueswindow(SystemAdministrator:Profile>System):AdditionalInformation:OracleFinancialsforHungaryUser'sGuidePerformforthiscountry:HungaryPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:HungarianReceivablesOpenItemsRevaluationreportReferencemanual:OracleFinancialsforHungaryUser'sGuideRequiresConcurrentManager:NoSetthisprofileoption.
.
.
Tothisvalue.
.
.
JG:ApplicationOracleReceivablesCountry-specificFinancialsProductFamily7-48UpgradingOracleApplicationsNow,usetheRevaluateTransactionTypefieldinthisflexfieldtomanuallydesignatewhichtransactiontypesshouldberevalued.
Step11:EnabletheTaxCodefieldintheReceiptswindow(conditionallyrequired)IfyouusedOracleFinancialsforGermanybeforetheupgrade,youmustenabletheTaxCodefieldintheReceiptswindow.
RunthisscripttoenabletheTaxCodefield:ForUNIXusers:$cd$JE_TOP/admin/sql$sqlplus/@jedetcfe.
sqlForNTusers:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jedetcfe.
sqlOracleFinancialsfortheAmericasTasksStep1:UpdateColombianjournallinethird-partyinformation(conditionallyrequired)JG:ProductEuropeanLocalizationsJG:TerritoryHungaryPerformforthiscountry:GermanyPerformifupgradingfrom:10.
7charactermodePerformedby:DatabaseAdministratorDobeforeanyoneuses:OracleFinancialsforGermanyChecklistPerformforthiscountry.
.
.
1.
UpdateColombianjournallinethird-partyinformation(conditionallyrequired)ColombiaPerformforthiscountry:ColombiaPerformifupgradingfrom:11.
0Performedby:DatabaseAdministrator/ApplicationSpecialist(GeneralLedger)Usersmustlogoff:NoReferencemanual:OracleFinancialsforColombiaUser'sGuideRequiresConcurrentManager:YesSetthisprofileoption.
.
.
Tothisvalue.
.
.
HRMSProductFamilyCategory6—BeforeUsingProductFeatures7-49InRelease11,OracleFinancialsforColombiastoresjournallinethird-partyinformationinadescriptiveflexfield(JG_ZZ_RECON_LINES)intheJournalswindow.
InRelease11i,thisinformationisstoredinaglobalizationflexfield(JG_GL_JE_LINES_INFO)inthesamewindow.
Aftertheupgrade,updateyourjournallinethird-partyinformationtousethenewflexfield:1.
AstheSystemAdministrator,navigatetotheSystemProfileValueswindow(Profile>System).
2.
SettheJG:TerritoryandGLSetofBooksIDprofileoptionsatresponsibilitylevelforyourColombianGLLocalizationsresponsibility.
SettheJG:TerritoryprofileoptiontoColombia.
SettheGLSetofBooksprofileoptiontotheappropriatesetofbooksforyourresponsibility.
3.
FromtheColombianGLresponsibility,runthejournallinesglobaldescriptiveflexfieldsynchronizationprogramusingtheStandardRequestSubmissionwindow(ColombianLocalization>Other>Requests>Run).
HRMSProductFamilyThefollowingCategory6tasksarerequiredorrecommendedtoupgradetheproductsintheHRMSproductfamily.
OracleHumanResourcesTasksNote:Ifyouusethemultiplesetsofbooksarchitecture(MSOBA)foryourterritory,youmustrunthejournallinesglobaldescriptiveflexfieldsynchronizationprogramonceforeachsetofbooksusingadifferentresponsibility.
AdditionalInformation:EnteringJournalLineThirdPartyInformation,OracleFinancialsforColombiaUser'sGuideChecklistPerformedby1.
ReapplycustomizationtoscriptforSalaryProposalview(conditionallyrequired)SystemAdministrator2.
DropobsoleteOracleusers(recommended)DatabaseAdministratorHRMSProductFamily7-50UpgradingOracleApplicationsStep1:ReapplycustomizationtoscriptforSalaryProposalview(conditionallyrequired)TheSalaryproposalsview(PER_SALARY_PROPOSALS_HRV)hasbeenrenamedHRU_SALARY_PROPOSALStomakeitconsistentwithotherviewsthatcanbecustomized.
Ifyoucustomizedthescriptthatcreatesthisview(peup101v.
sql)inRelease10.
7or11.
0,youmustreapplyyourchangesforRelease11i.
Yourcustomlocationwasidentifiedduringtheupgradepreparation.
Afteryourcustomchangeshavebeenapplied,rerunthescripttorecreatethecustomizedview:ForUNIXusers:$cd$PER_TOP/admin/sql$sqlplus/@peupl01v.
sqlForNTusers:C:\>cd%PER_TOP%\admin\sqlC:\>sqlplus/@peupl01v.
sqlStep2:DropobsoleteOracleusers(recommended)IfyouusedrestrictedsecurityprofilesinRelease10.
7,theseprofilesmightnowbeobsolete.
InRelease11i,responsibilitiesthatuserestrictedsecurityprofilesconnecttotheAPPSOracleuser.
YounolongerhavetomaintainseparateOracleusersforeveryrestrictedsecurityprofile.
YourRelease10.
7reportingOracleusersareunaffectedbythischange.
TolistOracleusersthatwereassociatedwithrestrictedsecurityprofilesinRelease10.
7,usethefollowingscript:ForUNIXusers:$cd$APPL_TOP/admin//out$sqlplus/@$PER_TOP/admin/sql/peoldsec.
sqlwhereisthevalueofyour$ORACLE_SIDor$TWO_TASK.
Performifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:SalaryAdministrationPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:RestrictedSecurityProfilesHRMSProductFamilyCategory6—BeforeUsingProductFeatures7-51ForNTusers:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/@%PER_TOP%\admin\sql\peoldsec.
sqlwhereisthevalueofyourORACLE_SIDorLOCAL.
ThisscriptalsoindicateswhichoftheseOracleusershavebeendroppedfromthedatabase.
Theoutputisspooledtoafilecalledpeoldsec.
lstinyourcurrentworkingdirectory.
IftheOracleuserslistedinpeoldsec.
lstdonotcontainthecustomtablesorviewsthatyouwanttopreserve,youshoulddropthem—theyarenolongerusedbyOracleHRMS.
Beforedroppingauserwhoseschemacontainsobjects,thoroughlyinvestigatetheseobjectsandtheimplicationsofdroppingthem.
Payattentiontoanycascadingeffects.
Forexample,iftheuserownsatable,checkwhetheranyviewsorproceduresdependonthattable.
Forexample:ForUNIXusers:$sqlplusSYSTEM/SQL>DROPUSERjones;SQL>exitForNTusers:C:\>sqlplusSYSTEM/SQL>DROPUSERjones;SQL>exitTodropauserandallitsschemaobjects(ifany),youmusthavetheDROPUSERsystemprivilege.
Becausethisprivilegeissopowerful,asecurityadministratoristypicallytheonlytypeofusertohaveit.
YoucandropauserfromadatabaseusingeithertheDropmenuitemofEnterpriseManager/GUI,ortheSQLcommandDROPUSER.
Iftheuser'sschemacontainsanyschemaobjects,usetheCASCADEoptiontodroptheuserandallassociatedobjectsandforeignkeysthatdependonthetablesoftheuser.
IfyoudonotspecifyCASCADEandtheuser'sschemacontainsobjects,anerrormessageisreturnedandtheuserisnotdropped.
ToverifythatyourobsoleteOracleusershavebeensuccessfullydropped,rerunpeoldsec.
sqlatanytimepriortodroppingPER_SECURITY_PROFILES_OLD.
AdditionalInformation:Oracle8ServerAdministrator'sGuideHRMSProductFamily7-52UpgradingOracleApplicationsOraclePayroll(U.
S.
)TasksStep1:CheckforinvalidU.
S.
addressinformation(conditionallyrequired)TheGlobalLegislationDriver(hrglobal.
drv)createsafilethatlistsanyexistingU.
S.
addresses(locationsorpersonaladdresses)thatareinvalid.
Thefilepyvaladr.
lstcanbefoundin$APPL_TOP/admin//out.
NTuserswillfinditin%APPL_TOP%\admin\\out.
Youmustcheckthisfileandcorrectanyaddressdatathatisinvalid.
Tocorrectlocationaddressesyoumust:1.
IntheLocationwindow(WorkStructures>Location),querytherequiredlocationandamendtheaddressasrequired.
2.
Saveyourwork.
Tocorrectpersonaladdressesyoumust:1.
InthePeoplewindow(People>EnterandMaintain),querytherequiredpersonandchoosetheAddressbuttonandamendtheaddressasrequired.
2.
Saveyourwork.
Aftercorrectingthedata,regeneratethe.
lstfiletocheckthatalladdressesarenowvalid.
Toregeneratethefile:ForUNIXusers:$cd$APPL_TOP/admin//out$sqlplus/@$PAY_TOP/admin/sql/pyvaladr.
sqlwhereisthevalueofyour$ORACLE_SIDor$TWO_TASK.
ForNTusers:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/@%PAY_TOP%\admin\sql\pyvaladr.
sqlChecklistPerformedby1.
CheckforinvalidU.
S.
addressinformation(conditionallyrequired)DatabaseAdministrator2.
Checkforinvalidtaxbalancesforlimitcategories(conditionallyrequired)TechnicalSpecialist(Payroll)Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyone:RunsapayrollormodifiesexistingemployeetaxinformationManufacturingandDistributionProductFamilyCategory6—BeforeUsingProductFeatures7-53whereisthevalueofyourORACLE_SIDorLOCAL.
Step2:Checkforinvalidtaxbalancesforlimitcategories(conditionallyrequired)AsofRelease11i,allemployeeswhoareexemptfromSS,FUTA,SDI,SUIorMedicaretaxeswillhavetheirtaxablebalancesforthesetaxessettozeroonallpayrollruns.
Youmustsettozeroanytaxablebalancespreviouslycalculatedforemployeeswhofallundertheseexemptcategories.
UsetheAdjustTaxBalanceswindowtoperformthistask.
RefertotheAdjustmentstoEmployeeTaxBalancesinRunningYourPayrollUsingOracleHRMS(US)forfurtherinformation.
ManufacturingandDistributionProductFamilyThefollowingCategory6tasksarerequiredorrecommendedtoupgradetheproductsintheManufacturingandDistributionproductfamily.
BecauseOracleInventory,OracleCostManagement,andOracleWorkinProcessarecloselyrelated,thestepsfortheseproductsareincludedunderoneheading.
OracleInventory/CostManagement/WorkinProcessTasksPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist(Payroll)Referencemanual:NoDobeforeanyone:RunsapayrolloranyreportsshowingemployeebalancesWarning:Wageswillbetrackedingross,subject,reducedsubjectwithholdable,andexcess.
For940andSUIreports,theamountswillbeincludedingrosswagesandreportedasexcess;taxablewillbecorrectbutexcesswillnotbe.
Theamountscannotcurrentlybeenteredasexempt.
For941,theamountswillbestatedcorrectlysincetheywillnotbeincludedintaxable.
Statesaskfortotalwagesandexcesswages(generally)andderivetaxablefromthosetotals.
ChecklistMenuResponsibility>function1.
Createindexesonflexfieldsegmentcolumns-INV(recommended)N/A2.
Summarizedemandhistory-INV(recommended)ManufacturingandDistributionManager>InventoryManufacturingandDistributionProductFamily7-54UpgradingOracleApplicationsStep1:Createindexesonflexfieldsegmentcolumns-INV(recommended)Toimproveperformanceofyourkeyflexfields,createindexesonthesegmentcolumns.
Werecommendcreatingtheseindexesforthefollowingkeyflexfields:1.
DeterminewhetheraconcatenatedindexexistsfortheflexfieldsegmentsbyrunningthefollowingSQL*PlusstatementandsubstitutingMTL_SYSTEM_ITEMS_Bfor:ForUNIXusers:$cd$INV_TOP/admin/sql$sqlplus/@invflseg.
sqlForNTusers:C:\>cd%INV_TOP%\admin\sqlC:\>sqlplus/@invflseg.
sqlThisstatementprintstheindexname,thenameoftheindexedcolumn,andthepositionofthecolumnintheindex.
IfasingleindexincludesallofyoursegmentcolumnsthatareenabledfortheSystemItemsflexfield,thenyoualreadyhaveaconcatenatedindexfortheSystemItemsflexfield.
2.
Ifyouhavesegment3,segment4,segment6(inthisorder)enabledforyourflexfield,andyoudeterminethataconcatenatedindexdoesnotalreadyexist3.
DefineItemCatalogDescriptionprofileoption-INV(required)SystemAdministrator4.
Updateitemdescriptions-INV(conditionallyrequired)N/APerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:IndicatedkeyflexfieldsFlexfieldBaseTableSystemItemsMTL_SYSTEM_ITEMS_BAccountAliasesMTL_GENERIC_DISPOSITIONSStockLocatorsMTL_ITEM_LOCATIONSChecklistMenuResponsibility>functionManufacturingandDistributionProductFamilyCategory6—BeforeUsingProductFeatures7-55forthesecolumns,createanindexforeachoneontheMTL_SYSTEM_ITEMS_Btable,usingthefollowingSQL*Plusstatement:ForUNIXusers:$sqlplus/SQL>createindexMTL_SYSTEM_ITEMS_B_N32onMTL_SYSTEM_ITEMS_B3(segment3,4segment4,5segment6);SQL>exitForNTusers:C:\>sqlplus/SQL>createindexMTL_SYSTEM_ITEMS_B_N32onMTL_SYSTEM_ITEMS_B3(segment3,4segment4,5segment6);SQL>exitNameyourindexusingtheformatMTL_SYSTEM_ITEMS_B_NX,whereXisthefirstactivesegmentcolumn.
ChooseadifferentXifthisindexnamealreadyexists.
Intheexample,yourindexnameisMTL_SYSTEM_ITEMS_B_N3.
3.
RepeatthepreviousstepstocreateindexesforMTL_GENERIC_DISPOSITIONSandMTL_ITEM_LOCATIONS.
Step2:Summarizedemandhistory-INV(recommended)WhenMTL_DEMAND_INTERFACErowsareprocessed,theresultsarewrittentoMTL_DEMAND.
ThisdataneedstobesummarizedbeforeyoucanusetheForecastingfeature.
Tosummarizedemandhistory:1.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetotheSummarizeDemandHistorieswindow(Planning>CompileDemandHistory).
2.
EnterSummarizedemandhistoriesintheNamefield.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideDobeforeanyoneuses:ForecastingManufacturingandDistributionProductFamily7-56UpgradingOracleApplications3.
Chooseaperiodtypeoption:Days,Weeks,orPeriods.
4.
Selectthescopeofthesummarization:Allinventoryitems,Specificinventoryitem,orSpecificcategory.
5.
IfyouchooseSpecificinventoryitem,enteranitem.
6.
IfyouchooseSpecificcategory,enteracategorysetandcategory.
7.
ChooseSubmittolaunchtheprocess.
Step3:DefineItemCatalogDescriptionprofileoption-INV(required)YoucanbuildanitemcatalogdescriptionbyeitherconcatenatingtheitemcataloggroupnamewiththeenableddescriptiveelementvaluesorbyconcatenatingtheitemcataloggroupdescriptionwiththeenableddescriptiveelementvaluesTheprofileoptionINV:Usecatalognameitemdescriptiondeterminesthemethodused.
Yesusesthecataloggroupname.
Nousesthecataloggroupdescription.
Toprovideavaluefortheprofileoption:1.
AstheSystemAdministrator,navigatetotheSystemProfileValueswindow.
2.
QueryforINV:Usecatalognameitemdescriptionandsetthevalue.
3.
Saveyourwork.
Thisprofileoptioncanbesetatthesite,application,responsibility,oruserlevel.
Step4:Updateitemdescriptions-INV(conditionallyrequired)AdditionalInformation:SummarizingDemandHistory,OracleInventoryUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)/SystemAdministratorReferencemanual:NoDobeforeanyoneuses:ItemsAdditionalInformation:ProfileOptionsinOracleInventory,OracleInventoryUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:NoDobeforeanyoneuses:ItemsManufacturingandDistributionProductFamilyCategory6—BeforeUsingProductFeatures7-57Ifyouchoosetobuilditemdescriptionsfromcataloggroupdescriptionsandenableddescriptiveelementvalues,youcanusethefollowingscripttoupdateallexistingdescriptionsforitemsthathaveanassignedcataloggroup:ForUNIXusers:$cd$INV_TOP/admin/sql$sqlplus/@invicgds.
sqlForNTusers:C:\>cd%INV_TOP%\admin\sqlC:\>sqlplus/@invicgds.
sqlOracleQualityTasksStep1:Configurenewprofileoptions(1)(conditionallyrequired)QA:POInspectionDetermineswhetheracceptedorrejectedinspectionresultsandquantitiesareenteredinOraclePurchasingorOracleQuality(thedefaultvalueisPOInspection).
Youcanupdatethisprofileatalllevels(User,Responsibility,Application,Site).
QA:StatisticsEngineDetermineswhichstatisticsengine,OracleQualityorStatit,willbeusedtocreatecharts,viewdescriptivestatistics,andexportdatausedtocreatethesechartsandviews(thedefaultvalueisQuality).
Youcanupdatethisprofileatalllevels(User,Responsibility,Application,Site).
AdditionalInformation:OverviewofItemCataloging,OracleInventoryUser'sGuideChecklistPerformedby1.
Configurenewprofileoptions(1)(conditionallyrequired)ApplicationSpecialist(Quality)/SystemAdministrator2.
Configurenewprofileoptions(2)(conditionallyrequired)ApplicationSpecialist(Quality)/SystemAdministratorPerformifupgradingfrom:10.
7Performedby:ApplicationsSpecialist(Quality)/SystemAdministratorReferencemanual:OracleQualityUser'sGuide,OracleApplicationsSystemAdministrator'sGuideDobeforeanyoneuses:POinspectionsorStatware'sstatisticsengine.
ManufacturingandDistributionProductFamily7-58UpgradingOracleApplicationsToprovideavaluefortheprofileoption:1.
AstheSystemAdministrator,navigatetotheSystemProfileValueswindowandqueryforQA:POInspection.
2.
Setthevalueandsaveyourwork.
3.
QueryforQA:StatisticsEngineandsetthevalue.
4.
Saveyourwork.
Step2:Configurenewprofileoptions(2)(conditionallyrequired)QA:ReceiveWebSupplierNotificationChooseYestodisplaytheSendNotificationbuttonontheSelf-ServiceOutsideProcessingwindowinOracleSupplyManagementPortal.
ChooseNotohideit.
Youcanupdatethisprofileatalllevels.
(User,Responsibility,Application,Site)QA:Self-ServiceBuyerNotificationChoosewhichQualityseededworkflowisactivatedwhenyouoryoursupplier(s)submitQualityresultsforuploadtothedatabase.
ChoosingOracleQualityactivatesQASelf-ServiceBuyerNotification,whichnotifiesthebuyerthattheresultshavebeensubmitted.
ChoosingUser-DefinedactivatesQASelf-ServiceBuyerNotification:User-Customizable,whichyoucancustomizetosendnotificationstoindividualsinadditiontoorotherthantheBuyer.
Youcanupdatethisprofileatalllevels(User,Responsibility,Application,Site).
QA:Self-ServiceTransactionNotificationChoosewhichworkflowisactivatedwhenrecordsarenotimported.
ChooseOracleQualitytoactivatetheQASelfServiceTransactionNotification,whichautomaticallynotifiesthebuyer,supplier,andtheuserwhoenteredtheQualityresults,thatsomerecordsfailedvalidationduringimport.
ChooseUser-DefinedtoactivatetheQASelfServiceTransaction:User-Customizable,whichyoucancustomizetosendnotificationstoindividualsinadditiontoorotherthanthebuyer,Performifupgradingfrom:10.
7or11.
0Performedby:ApplicationsSpecialist(Quality)/SystemAdministratorReferencemanual:OracleQualityUser'sGuide,OracleApplicationsSystemAdministrator'sGuide,OracleSupplyManagementPortalImplementationManualDobeforeanyoneuses:Self-ServiceQualityforOutsideProcessingorSelf-ServiceQualityforPOShipments(OracleSupplyManagementPortal)ManufacturingandDistributionProductFamilyCategory6—BeforeUsingProductFeatures7-59supplier,anduser.
Updatethisprofileatalllevels(User,andSystemAdministrator:User,Responsibility,Application,Site).
Toprovideavaluefortheprofileoption:1.
AstheSystemAdministrator,navigatetotheSystemProfileValuesandqueryforQA:ReceiveWebSupplierNotificationandsetvalue.
2.
Saveyourwork.
3.
RepeatthequeryforQA:Self-ServiceBuyerNotificationandQA:Self-ServiceTransactionNotificationandsetthevaluesforeach.
4.
Saveyourworkafteryouseteachvalue.
OracleReleaseManagement/AutomotiveTasksStep1:Createsourcingrules(recommended)AdditionalInformation:ProfileOptions,OracleQualityUser'sGuide,Release11or11i;SettingyourPersonalUserProfile,OracleApplicationsSystemAdministrator'sGuide,Release11or11iChecklistPerformedby1.
Createsourcingrules(recommended)ProductSpecialist(VEA/RLM)2.
ValidateRelease11iDemandStatusInquiryreport(required)ProductSpecialist(VEA/RLM)3.
Verifyallsetupdata(required)ProductSpecialist(VEA/RLM)4.
Createcumulative(CUM)keysforshippedsalesorderlines(recommended)ProductSpecialist(VEA/RLM)5.
RunCUMKeyassignmentscript(recommended)DatabaseAdministrator6.
VerifyCUMshippedquantitiesofShip-fromCustomerItems(recommended)ProductSpecialist(VEA/RLM)7.
IfCUMdoesnotmatch,enterCUMadjustments(recommended)ProductSpecialist(VEA/RLM)8.
Evaluateforecasts(recommended)ProductSpecialist(VEA/RLM)Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleSupplyChainPlanningUser'sGuideDobeforeanyoneuses:SourcingRulesManufacturingandDistributionProductFamily7-60UpgradingOracleApplicationsInpreviousreleases,splittypeandcross-referenceswerehandledinCARaS.
ThisfunctionalityisnowcontrolledthroughSourcingRules.
Ifyouwantdemandforthesameitemsourcedfrommultipleorganizations,ensurethatcorrespondingSupplyChainPlanningSourcingRulesaredefinedforeachInventoryOrganization.
FromtheManufacturingresponsibility,chooseSupplyChainPlanning>Sourcing.
Step2:ValidateRelease11iDemandStatusInquiryreport(required)AftersuccessfulprocessingallupgradedemandschedulesthroughtheDemandProcessor,printtheRelease11iReleaseManagementDemandStatusInquiryreport(ReleaseManagement>Reports)andcompareittotheRelease11.
0DemandStatusInquiryreportandtheCARaSStatusInquiryreport.
Verifythat:sFirmandforecastdemandintegrityismaintainedfromRelease11.
0andCARaSreportssRelease11.
0firmdemandisunchangedinRelease11isRelease11.
0forecastdemandisaddedtosalesorderinRelease11iStep3:Verifyallsetupdata(required)Beforeyouprocessanynewdemand,youshouldverifythatthesetupspreadsheetcreatedtheprocessingrulescorrectly.
Forexample,usingtheProcessingRulesform,verifythatthelevelsatwhichtheprocessingruleswerecreatedareappropriateandcorrect.
Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleReleaseManagementUser'sGuideDobeforeanyoneuses:DemandProcessorConcurrentManagerrequired:YesPerformifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleReleaseManagementUser'sGuideDobeforeanyoneuses:DemandProcessorAdditionalInformation:ProcessingRules,OracleReleaseManagementUser'sGuideManufacturingandDistributionProductFamilyCategory6—BeforeUsingProductFeatures7-61Step4:Createcumulative(CUM)keysforshippedsalesorderlines(recommended)Inordertorecreateyourcumulative(CUM)history,youmustfirstcreateCUMkeysforshippedsalesorderlines.
1.
FromtheReleaseManagementresponsibility,selectCUMWorkbench.
2.
Selectoptions.
3.
PressCUMKeytoopentheCUMKeyDetailswindow.
4.
ClickCreateCUMKey.
5.
VerifyandchangebillingandshippingaddressvaluesintheCreateCUMKeyswindow.
6.
ClickOK.
IfyourequiremoreCUMKeysthanyoucaneasilycreateandassign,Oraclerecommendsthatyouwriteacustomizedscripttocompletethistask.
Step5:RunCUMKeyassignmentscript(recommended)RuntheCUMkeyassignmentscript.
EntertheOrganizationNameattheprompt.
ForUNIXusers:$cd$APPL_TOP/admin/out$sqlplus/@$RLM_TOP/patch/115/sql/RLMCMUPG.
sqlForNTusers:C:\>cd$APPL_TOP/admin/outC:\>sqlplus/\Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleReleaseManagementUser'sGuideDobeforeanyoneuses:DemandProcessor,ifusingCumManagementNote:YoucannotopenthiswindowiftheCUMManagementTypeofthecurrentShip-From/Ship-TobusinessentityisNoCUM.
Performifupgradingfrom:10.
7,11.
0Performedby:DBAReferencemanual:NoDobeforeanyoneuses:DemandProcessor,ifusingCUMManagementManufacturingandDistributionProductFamily7-62UpgradingOracleApplications@$RLM_TOP/patch/115/sql/RLMCMUPG.
sqlStep6:VerifyCUMshippedquantitiesofShip-fromCustomerItems(recommended)ForeachShip-FromCustomerItemunderCUMManagementassociatedwitheachtradingpartnerandtheircorrespondingShip-From/Ship-Torelationships,verifythat:stheCUMshippedquantitywascalculatedaccuratelybasedontheCUMManagementRuledefinedfortheShip-From/Ship-TobusinessentitystheCUMshippedquantityinOracleReleaseManagementmatchestheOurYTDCUMfieldontheCARaSStatusInquiryreportforeachCARaScompany.
Step7:IfCUMdoesnotmatch,enterCUMadjustments(recommended)IfaCUMadjustmentisneededtosynchronizetheCUMshippedquantityofaShip-FromCustomerItemunderCUMManagementwiththatofCARaS,usetheCustomerCUMWorkbenchwindowtoenteraCUMadjustmentforStartingCUMValue.
Thisstepisneededif:stheCUMshippedquantitydoesnotmatchCARaSCUMshippedquantityafterCUMKeysareassigned(forexample,someshipmentspertainingtotheCUMPeriodwerenotmadeunderRelease11OracleShipping)stheCustomerItemIDwasnotassociatedwiththeRelease11OracleShippingdetail(thiswouldpreventaCUMKeyfrombeingassigned)Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleReleaseManagementUser'sGuideDobeforeanyoneuses:DemandProcessor,ifusingCUMManagementAdditionalInformation:CUMWorkbench,OracleReleaseManagementUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OracleReleaseManagementUser'sGuideDobeforeanyoneuses:DemandProcessor,ifusingCUMManagementAdditionalInformation:EnteringaCUMAdjustment,OracleReleaseManagementUser'sGuidePublicSectorProductFamilyCategory6—BeforeUsingProductFeatures7-63Step8:Evaluateforecasts(recommended)Inpreviousreleases,forecastsweremovedintoOraclePlanning.
Now,youmayalsomoveforecastsintoOracleOrderManagement.
Ifyouhavechangedthelocationofyourforecasts,youmusteliminatethemfromOraclePlanning.
FromtheManufacturingresponsibility,chooseMaterialPlanning>Forecast.
PublicSectorProductFamilyThefollowingCategory6tasksarerequiredorrecommendedtoupgradetheproductsinthePublicSectorproductfamily.
PublicSectorBudgetingTasksStep1:Ensureaccountsegmentvaluesusecorrectaccounttype(conditionallyrequired)Performifupgradingfrom:10.
7,11.
0Performedby:ProductSpecialist(VEA/RLM)Referencemanual:OraclePlanningDobeforeanyoneuses:DemandProcessorChecklistPerformedby1.
Ensureaccountsegmentvaluesusecorrectaccounttype(conditionallyrequired)ApplicationSpecialist2.
Convertdatesstoredincharactercolumnsintocanonicalformat(required)DatabaseAdministrator3.
Convertrealnumbersstoredincharactercolumnsintomultiradixformat(required)DatabaseAdministrator4.
Createbaselinebudgetsfromhistoricalworksheetsforuseinbudgetrevisionsforlineitemsandpositions(required)ApplicationSpecialist5.
EnableExcelinterfacefunctionality(conditionallyrequired)SystemAdministrator6.
EnableOracleFinancialAnalyzerfunctionality(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialistReferencemanual:OraclePublicSectorBudgetingUser'sGuideDobeforeanyoneuses:OraclePublicSectorBudgetingPublicSectorProductFamily7-64UpgradingOracleApplicationsPerformthissteponlyifaccounttypeswerechangedinGeneralLedger.
Ensurethattheaccounttypesforsummaryaccountsarecorrectlyupdatedforhistoricalworksheets.
InRelease10.
7,theaccounttypesforsummaryaccountswereautomaticallysettoOwner'sEquity.
InRelease11andRelease11i,thesummaryaccountsinherittheaccounttypeoftheiraccountsegmentvalue.
RunthefollowingSQL*PlusscripttopropagatethechangesmadetoGeneralLedger:FromtheUNIXprompt:$cd$PSB_TOP/upgrade/sql$sqlplus/@PSBUACSM.
sqlFromtheNTprompt:C:\>cd%PSB_TOP%\upgrade\sqlC:\>sqlplus/@PSBUACSM.
sqlStep2:Convertdatesstoredincharactercolumnsintocanonicalformat(required)RunthefollowingSQL*Plusscripttopropagatethechanges:FromtheUNIXprompt:$cd$PSB_TOP/upgrade/sql$sqlplus/@PSBUDATE.
sqlFromtheNTprompt:C:\>cd%PSB_TOP%\upgrade\sqlC:\>sqlplus/@PSBUDATE.
sqlStep3:Convertrealnumbersstoredincharactercolumnsintomultiradixformat(required)RunthefollowingSQL*Plusscripttopropagatethechanges:Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsPublicSectorBudgetingUser'sGuideDobeforeanyoneuses:OraclePublicSectorBudgetingPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OraclePublicSectorBudgetingUser'sGuideDobeforeanyoneuses:OraclePublicSectorBudgetingPublicSectorProductFamilyCategory6—BeforeUsingProductFeatures7-65FromtheUNIXprompt:$cd$PSB_TOP/upgrade/sql$sqlplus/@PSBUNUMB.
sqlFromtheNTprompt:C:\>cd%PSB_TOP%\upgrade\sqlC:\>sqlplus/@PSBUNUMB.
sqlStep4:Createbaselinebudgetsfromhistoricalworksheetsforuseinbudgetrevisionsforlineitemsandpositions(required)Release10.
7usersmustdefineaGLBudgetSet.
Todothis,youfirstruntheconcurrentprogramCreateAdoptedBudgettocreateabaselinebudgetforbudgetrevisionlineitems.
Then,youruntheconcurrentprogramUploadWorksheettoPositionControltocreateabaselinebudgetforbudgetrevisionpositions.
Step5:EnableExcelinterfacefunctionality(conditionallyrequired)PerformthissteponlyifyouwillimportdatafromExcelworksheets.
OraclePublicSectorBudgetingprovidesaninterfacetotransferdatabetweenPublicSectorBudgetingandExcelthatallowsuserstomodifylineitemandpositionworksheetsinaspreadsheet.
ThissectiondescribeshowtoenablethisExcelinterface.
1.
DownloadthePublicSectorBudgetingExcelintegrationpatchfromOracleMetaLink.
2.
Unzippsbconn.
zip.
Thefollowingfilesareunzipped:PSBVEXCL.
xlaandPSBVEXCL.
xls.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistReferencemanual:OraclePublicSectorBudgetingUser'sGuideDobeforeanyoneuses:OraclePublicSectorBudgetingRequiresConcurrentManager:YesPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OraclePublicSectorBudgetingUser'sGuideDobeforeanyoneuses:OraclePublicSectorBudgetingRequiresConcurrentManager:NoPublicSectorProductFamily7-66UpgradingOracleApplicationsThePSBVEXCL.
xlafileisanexecutablefilethatisrequiredtoenabletheExcelinterface.
ThePSBVEXCL.
xlsfileisthesourcefileforPSBVEXCL.
xla.
Thesourcefileisnecessaryonlyifusersmustchangethesourcecode.
3.
PutPSBVEXCL.
xlaandPSBVEXCL.
xlsinatemporarydirectorythatisaccessibletotheSystemAdministrator.
AsSystemAdministrator,copyPSBVEXCL.
xlatoeveryclientmachinethatwillusetheExcelinterface.
ForinformationonhowtosetupanduseExcel,seeChapter49,UsingSpreadsheetswithPublicSectorBudgetingProcedures,OraclePublicSectorBudgetingUser'sGuide.
ForinformationonhowtousePublicSectorBudgetingwithExcel,seeChapter49,UsingSpreadsheetswithPublicSectorBudgetingProcedures,OraclePublicSectorBudgetingUser'sGuide.
Step6:EnableOracleFinancialAnalyzerfunctionality(conditionallyrequired)PerformthissteponlyifyouwillusePublicSectorBudgetingwithOracleFinancialAnalyzer.
OraclePublicSectorBudgetingusestheonlineanalyticalprocessingcapabilitiesofOracleFinancialAnalyzer,whicharebasedontheExpressmultidimensionaldatabase,tosupportcomprehensiveanalysisandplanning.
Thissectiondescribeshowtoenablethisfunctionality.
InExpressServer,usingAdministratororthecommandprompt,performthefollowingtasks.
1.
CreateanewdatabasenamedPSBCODE.
DBasdescribedintheOracleExpressDatabaseAdministrationGuide.
2.
DownloadthePublicSectorBudgetingOracleFinancialAnalyzerintegrationpatchfromOracleMetalink.
3.
Unzippsbtools.
zip.
Thefollowingfileisunzipped:PSBCODE.
eif.
4.
ImportallobjectsinPSBCODE.
eifasdescribedintheOracleExpressDatabaseAdministrationGuideandsavethedatabase.
5.
MovePSBCODE.
DBtotheSuperAdministrator'scodecomponentdirectory.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OraclePublicSectorBudgetingUser'sGuideDobeforeanyoneuses:OraclePublicSectorBudgetingPublicSectorProductFamilyCategory6—BeforeUsingProductFeatures7-676.
OntheFinancialAnalyzerinstallationsystem,openofacdcf.
cfgintheSuperAdministrator'scodecomponentdirectory.
7.
SetOFALCNAMEtoPSBCODEasfollows:OFALCNAME=PSBCODE8.
Saveandcloseofacdcf.
cfg.
9.
CreateanentryfortheOracledatabaseusingSQL*Net8EasyConfigsothatFinancialAnalyzercanconnecttotheOracledatabase.
10.
ConfigureFinancialAnalyzerforusewithPublicSectorBudgetingasdescribedinChapter50,FinancialAnalyzerandPublicSectorBudgetingProcedures,OraclePublicSectorBudgetingUser'sGuide.
PublicSectorProductFamily7-68UpgradingOracleApplicationsFinishingYourUpgrade8-18FinishingYourUpgradeThischapterdescribesthetasksthatyouneedtoperformtofinishyourupgrade.
BecausethesestepsaffectyourOracleApplicationsasawhole,theymustbeperformedafterallsystemandproduct-specificstepsarecomplete.
Ifyouperformthemoutofthisorder,youmayreversesomeoftheupgradeprocessesthatyouhavecompletedinvariousothersteps.
Thischaptercontainsthefollowingsections:sSystemMaintenanceUpgradeTaskssRequiredFinishingTaskssStartOracleApplicationssOptionalFinishingTasksSystemMaintenanceUpgradeTasksAfteryouhavecompletedandverifiedyourupgrade,youshouldcompletethestepsinthissectiontoperform"clean-up"taskssuchasdroppingunneededdatabaseobjects.
NotealsothatsomeofthesestepsmustbeperformedforallApplications,notjustthosethatarelicensedinstalledorshared,sincealldatabasecomponentsareinstalledandupgradedtogether.
Attention:Beforeyouperformanyofthestepsinthischapter,yoursystemadministratorshouldbackuptheOracleApplicationsproductfiles.
Onaserverorstand-alonemachine,yourdatabaseadministratorshouldalsobackuptheOracleApplicationsdata-base.
SystemMaintenanceUpgradeTasks8-2UpgradingOracleApplicationsStep1:Dropunneededdatabaseobjects(recommended)SomeOracleApplicationsproductsmaycontainobsoletedatabaseobjectsthatneedtoberemovedafteryouconfirmyourupgrade.
Tohelpwiththistask,wesupplyaSQL*Plusscriptforeachoftheseproducts.
Thescriptis$/admin/sql/dold.
sql,where(and)representtheproductshortname.
ForNTusers,thescriptis%_TOP%\admin\sql\dold.
sql>.
Forexample,PO(Purchasing)orJE(FinancialsforEurope).
EachscriptliststheobsoleteobjectsfromRelease11i.
First,checktoseeifthereisascriptforyourproduct.
Ifso,lookinthescriptanddeterminewhetheryouwanttodroptheobsoleteobjects.
Ifyoudo,enterthefollowingcommand:ForUNIXusers:$cd$APPL_TOP/admin//outwhereisthevalueofyour$ORACLE_SIDor$TWO_TASK.
ForNTusers:C:\>cd%APPL_TOP%\admin\\outwhereisthevalueofyourORACLE_SIDorLOCAL.
Then,runthescriptforyourproduct.
Forexample,youwouldrunthePurchasingscriptlikethis:ForUNIXusers:$sqlplus/@$PO_TOP/upgrade/sql/podold.
sql\1.
Dropunneededdatabaseobjects(recommended)DatabaseAdministrator2.
Installonlinehelp(recommended)DatabaseAdministrator3.
Deleteobsoleteproductfiles(recommended)SystemAdministrator4.
DropobsoletecolumnsinOracleAssets(recommended)DatabaseAdministrator5.
DropunnecessaryindexesforOraclePayables(recommended)DatabaseAdministratorWarning:Donotrundold.
sqluntilyouhaveverifiedthatAutoUpgradehasrunsuccessfullytocompletion,andthatyourupgradewassuccessful.
SystemMaintenanceUpgradeTasksFinishingYourUpgrade8-3ForNTusers:C:\>sqlplus/@%PO_TOP%\upgrade\sql\podold.
sql\Step2.
Installonlinehelp(recommended)Release11icontainstwoversionsofOracleApplicationsonlinehelp—CommercialandPublicSector.
Ifyouwanttoinstallhelptext,youneedtoapplythedatabasedriverfortheCommercialversion(dbcom.
drv)first,andthenapplythedriverforthePublicSectorversion(dbgov.
drv),ifappropriate.
Bothdriversarelocatedin$FND_TOP/admin/driver.
UseAutoPatchtoapplythedriverfiles.
NTuserswillfindthefilesin%FND_TOP%\admin\driver.
DetailsforinstallingtheonlinehelptranslationshavebeenprovidedintheOracleApplicationsReleaseNotesthatareshippedwiththeOracleApplicationsRelease11iNLSsoftwaredistribution.
Note:TodropobsoleteobjectsforOracleFinancialsCommonCountryFeatures(JG),yourunjgdold.
sqlasdescribed.
However,thisscriptrequiresthefollowingparameters:Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sManualUsersmustlogoff:NoRequiresConcurrentManager:NoNote:Ifyouhavepreviouslycustomizedyourhelpfiles,youmustrecreatethesecustomizationsonceyouhaveloadedthenewonlinehelpsystem.
YoucannotreapplyRelease10.
7or11.
0customizationstotheRelease11ifiles.
SeetheOracleApplicationsSystemAdministrator'sGuideformoredetails.
AdditionalInformation:AutoPatch,MaintainingOracleApplicationsSystemMaintenanceUpgradeTasks8-4UpgradingOracleApplicationsStep3:Deleteobsoleteproductfiles(recommended)Afteryouaresatisfiedwiththeupgrade,youcandeletetheproductfilesforthepreviousreleaseofOracleApplications(ifyouhavenotdonesoalready).
Foreachproduct,youmaywanttoretainreportoutputfilesorcustomizedprograms.
Outputfilesarestoredintheoldlogandoutputsubdirectoriesundereachproduct'stopdirectory,orunderthelogandoutputdirectoriesyoucreated,orunderacommondirectory.
Toremovetheobsoletefilesforanoldrelease,changetothetopdirectoryoftheoldreleaseandenterthefollowingcommand:ForUNIXusers:$rm-rfHereisanexample:$rm-rf/d01/appl/r10ForNTusers:C:\>del/s/qHereisanexample:C:\>del/s/q\APPL110Step4:DropobsoletecolumnsinOracleAssets(recommended)InordertoconformtomultilingualchangesinOracleAssets,anumberoftableshavebeenrenamedtoindicatetheyarebasetables(_B)andtheirdescriptivecolumnshavebeencopiedtoanewtablewiththesamebasename,plusa_TLPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sManual,OracleApplicationsConceptsUsersmustlogoff:NoRequiresConcurrentManager:NoNote:Ifyouareupgradingfrom10.
7SC,youcandeleteallobsoleteclient-sideproductfilesatthistime.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iSQLReferenceManualUsersmustlogoff:YesSystemMaintenanceUpgradeTasksFinishingYourUpgrade8-5suffixtoindicatetheyaretranslatedtables.
Thecolumninthebasetablehasbeensettounused,soyouwillnotbeabletoviewthecolumninthetable.
However,youwillalsonotbeabletoreclaimthespaceusedbythatcolumnunlessyourunascripttodropit.
Youcanchoosetodropobsoletecolumnstofreeupspaceonyourdatabasebyrunningfacoldr.
sqlasfollows:ForUNIXusers:$cd$FA_TOP/admin/sql$sqlplus/@facoldr.
sqlForNTusers:C:\>cd%FA_TOP%\admin\sqlC:\>sqlplus/@facoldr.
sqlThefollowingtableliststhecolumnsthatwillbedroppedbyfacoldr.
sql.
ThescriptrequiresBATCHSIZEasaparameter,whichisthenumberofrecordstobeprocessedateachcheckpoint.
Ifyouwanttomakesurethedatainthecolumntobedroppedhasbeencopiedcorrectlyfromthebasetabletothetranslatedtable,confirmthatthereisanequalnumberofrowsinbothtables.
YoucandothisbyrunningaselectcountfromSQL*Plusfromthebasetableandthetranslatedtable.
Also,youcanselectthecolumnnameinthetranslatedtableofthecolumnthatwillbedroppedfromthebasetabletomakesurethereisdatainthatcolumn.
Forexample,theupgradedropstheDescriptioncolumnfromtheFA_ADDITIONS_Btable.
ToensurethatTablenameinpriorreleaseBasetablewithdroppedcolumnTranslatedwithcopiedcolumnColumnnametobedroppedFA_ADDITIONSFA_ADDITIONS_BFA_ADDITIONS_TLdescriptionFA_CATEGORIESFA_CATEGORIES_BFA_CATEGORIES_TLdescriptionFA_LOOKUPSFA_LOOKUPS_BFA_LOOKUPS_TLdescriptionFA_LOOKUPSFA_LOOKUPS_BFA_LOOKUPS_TLmeaningFA_LOOKUP_TYPESFA_LOOKUP_TYPES_BFA_LOOKUP_TYPES_TLdescriptionFA_LOOKUP_TYPESFA_LOOKUP_TYPES_BFA_LOOKUP_TYPES_TLmeaningFA_RX_ATTRSETSFA_RX_ATTRSETS_BFA_RX_ATTRSETS_TLuser_attribute_setFA_RX_REP_COLUMNSFA_RX_REP_COLUMNS_BFA_RX_REP_COLUMNS_TLattribute_nameSystemMaintenanceUpgradeTasks8-6UpgradingOracleApplicationsthereisdataintheDescriptioncolumnintheFA_ADDITIONS_TLtable,youcanselectDescriptionandconfirmthatthecolumnhasbeencorrectlypopulated.
Step5:DropunnecessaryindexesforOraclePayables(recommended)YoushouldperformthissteptoenhanceperformanceandsavespaceinyourOraclePayablesapplication.
IfyouuseAccrualBasisAccounting,movetotheadmindirectoryandrunthefollowingscripttodroptheindexesontheCASH_POSTED_FLAGcolumnsinAP_INVOICE_DISTRIBUTIONSandAP_INVOICE_PAYMENTS:ForUNIXusers:$cd$AP_TOP/admin/sql$sqlplus/@apaccr.
sqlForNTusers:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apaccr.
sqlIfyouuseCashBasisAccounting,movetotheupgradedirectoryandrunthefollowingscripttodroptheindexesontheACCRUAL_POSTED_FLAGcolumnsinAP_INVOICE_DISTRIBUTIONSandAP_INVOICE_PAYMENTS:ForUNIXusers:$cd$AP_TOP/admin/sql$sqlplus/@apcash.
sqlForNTusers:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apcash.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OraclePayablesUser'sGuideDobeforeanyoneuses:OracleApplicationsAttention:DonotperformthisstepifyouuseCombinedBasisAccounting.
RequiredFinishingTasksFinishingYourUpgrade8-7RequiredFinishingTasksAfteryoucompletetheupgradestepsinthischapter,youneedtoperformsomeadditionalstepstofinishyourupgrade.
ReviewServerProcessControlScriptsRapidInstallconfiguresandstartsserverprocessesduringinstallation.
Italsostoresascriptforeachprocessintheadmin/scriptssubdirectoryintheCommontopdirectoryofyourfilesystem.
Youcanusethesescriptsatanytimeafteryourinstallationtostopandstarttheseprocessesmanually.
Thescriptsareprovidedastemplatesthatyoucancustomizeasrequired.
Theyinclude:PleasenotethattheReportsservershutdownscript,adrepctl.
sh,usestheSIDnametoidentifyactivereportprocesses.
IfyouhaveaSIDnamethatisnotunique,allprocessescontainingthatnamewillbeshutdown.
Forexample,ifyouhaveaSIDnamedTEST,andaSIDnamedTEST2,shuttingdownTESTwillshutdownTESTScriptUNIXnameNTNameOwnerFormsServerListeneradfroctl.
shadfroctl.
cmdapplicationsuserFormsMetricsServeradfmsctl.
shadfmsctl.
cmdapplicationsuserFormsMetricsClientadfmcctl.
shadfmcctl.
cmdapplicationsuserReportReviewAgentadalnctl.
shadalnctl.
cmdapplicationsuserReportsServeradrepctl.
shadrepctl.
cmdapplicationsuserTCFSocketServeradtcfctl.
shadtcfctl.
cmdapplicationsuserConcurrentManagersadcmctl.
shadcmctl.
cmdapplicationsuserNet8ListenerforOracle8iEnterpriseEditionaddlnctl.
shaddlnctl.
cmdoracleuser*HTTPServeradapcctl.
shadapcctl.
cmdapplicationsuserOracle8idatabaseserveraddbctl.
shaddbctl.
cmdoracleuser**Locatedinthe8.
1.
6ORACLE_HOMEintheappsutil/scriptssubdirectory.
Note:IfyouneedtomanuallystartWindowsNTcontrolscripts,usetheNTServiceControlPanel.
The.
cmdnameisshowntohereonlytoillustrateconsistencyacrossplatforms.
RequiredFinishingTasks8-8UpgradingOracleApplicationsandTEST2reportservers.
Forinformationaboutusingandmodifyingthesescripts,refertoMaintainingOracleApplications.
ConfigureApplicationsClientSoftwareThissectiondescribeshowtoconfigureyourclientsoftwaresothatyoucanspecifytheuseoftheOracleJavaVirtualMachine(JVM)onawebclient.
Inordertodothis,youwillneedtocreateadigitalsignatureandrepackageJInitiator,thencompletethesetupsothattheclientsoftwarewillbedownloadedandinstalledthefirsttimeyourusersaccessOracleApplicationswithaminimumofmanualsteps.
AboutOracleJInitiatorWhenyouaccesscertainpartsofthesystem(forexample,thosebasedonformsorDiscoverer),youwillneedJInitiatortosupplytheJavavirtualmachine.
ThelatestversionofJInitiatorthatwasavailableatthetimeofthisproductreleaseisontheOracleApplicationsRapidInstallServerTechnologyCDunderthe/util/jinitiatordirectoryintheCommondirectoryofyourfilesystem.
Implementedasaplug-in(NetscapeCommunicator)orActiveXcomponent(MicrosoftInternetExplorer),OracleJInitiatorallowsyoutospecifytheuseoftheOracleJavaVirtualMachine(JVM)onwebclientsinsteadofhavingtousethebrowser'sdefaultJVM.
Whenitisneeded,thebrowserattemptstoloadOracleJInitiator.
IfOracleJInitiatorhasnotbeenpreviouslyinstalled,thebrowserdownloadsthenecessaryinstallationexecutabletothePC.
Onceinstalled,OracleJInitiatorrunstheOracleFormsJavaappletandstartsanOracleApplicationssession.
CreateaDigitalSignatureandRepackageJInitiatorJavaappletsthatrunonadesktopclient,bydefault,canonlyperformalimitedsetofoperations,forsecuritypurposes.
Actionsthatareprohibitedbystandardappletsincludeaccessingtheclient'sfilesystem,orconnectingtoserversotherthantheonefromwhichtheappletwasdownloaded.
Ifanappletis"trusted,"however,Javawillextendtheprivilegesoftheapplet,allowingittoperformsomeoftheseoperations.
Toindicatethatanappletistrusted,itmustbedigitallysignedusingadigitalcertificate.
OracleApplicationsrequiresthatitscoderuninthistrustedmode,soallJavaarchivefilesmustbedigitallysigned.
Youmustcreateyourowndigitalcertificate,whichwillbeusedtosignJARfileswhenevertheyareupdatedandrebuiltthroughAutoPatch.
Afteryoucreatethecertificate,youmustdistributeittoalldesktopclientssoitcanbeimportedintoan"identitydatabase"thatismaintainedbyJInitiator.
WhenaJARRequiredFinishingTasksFinishingYourUpgrade8-9fileisdownloaded,theownerofthedigitalsignatureiscomparedagainsttheentryintheidentitydatabases.
Iftheymatch,thecodecontainedinthearchiveisallowedtoruninatrustedmode.
OracleApplicationsprovidesutilitiestohelpyourepackageJInitiatorwithyourcertificate,sothatwhenusersinstallOracleJInitiator,theinformationinyourdigitalcertificatewillautomaticallybeinstalledaswell.
CreatingyourdigitalcertificatePerformthissteponlyoncewhenyouinstallOracleApplications11iforthefirsttime.
1.
Signontotheapplmgraccountonanywebserver.
2.
ForUNIX,executeAPPSORA.
env(forUNIX)orAPPSORA.
cmd(forNT)tosetupyourenvironment.
Thenrun$APPL_TOP/ad/11.
5.
0/bin/adjkeyusingthe-initializeflag.
$adjkey-initializeForNT,run%APPL_TOP%\ad\11.
5.
0\bin\adjkey.
C:\>adjkey-initializeTheprogramasksyouaseriesofquestions,suchaswhatyouridentitynameshouldbe.
Forinformationonhowjavakeyworks,refertohttp://java.
sun.
com/security/usingJavakey.
html.
Providingthe-initializeoptioncausesadjkeytodoalltheworkforyou.
3.
Whenfinished,adjkeycreatesyourcertificatedirectivefileintheadmindirectoryofyourAPPL_TOPasatextfile(adcert.
txt).
Itcontainsthenameofyourcertificate'sidentityforsigningJARfilesafterpatchingthem,andanidentitydatabase(identitydb.
obj)intheApplicationsuser'shomedirectory.
Note:Currently,ApplicationsallowsthecreationofonlyonecertificatedirectivefileforsigningJARfiles.
RequiredFinishingTasks8-10UpgradingOracleApplicationsIfyouhavemultiplewebservers,youmustcopytheadcert.
txtandidentitydb.
objfilestoeachwebserver.
Usetheftpcommand.
Consultthedocumentationforyouroperatingsystemtoseehowtouseftp.
RepackageJInitiatorwithyourdigitalcertificateThisstepmodifiesJInitiatorsothatitrecognizesyourdigitalsignatureasatrustedentity.
YoumustperformthisstepafteryoufirstunloadyourOracleApplicationsfiles,andagaineverytimeyougetanewversionofJInitiator.
1.
Runtheadjbuild.
shscript.
DonotsupplyanyargumentsunlessinstructedtodosobyOracleSupport.
2.
Whencomplete,adjbuild.
shcreatesanew,self-extractingarchivecalledoajinit.
exe.
ThisisthefileuserswilldownloadtoinstallandconfigureJInitiator.
Forexample(UNIXusers):$adjbuild.
shDisplaysusageinformationfortheprogram$adjbuild.
sh/d2/prodcomn/util/jinitiator\/d2/prodcomn/util/jinitiator/jinit11727.
exe1.
1.
7.
27RepackagestheversionofJInitiatorin/d2/prodcomn/util/jinitiatorusingyourdigitalsignatureandcreatesanewarchivecalledoajinit.
exeinthecurrentworkingdirectory.
Attention:Besuretocopythesefilesfromthefirstmachine.
DONOTre-runtheadjkeycommandonotherwebservers.
AllApplicationsJavacodeshouldbesignedusingonedigitalcertificate,uniquetoyoursite.
Runningadjkeymultipletimeswillproducemultiplecertificates,causingeachwebservertohaveJARfileswithdifferentsignatures.
Note:Ifyouhavecreatedmultipledigitalcertificatesforyoursite—forexample,adifferentcertificateforyourtestandproductioninstances—youshouldcopyalltheidentity(*.
cer)filestotheadmindirectoryunderyourAPPL_TOPbeforeyourunadjbuild.
sh.
Thisensuresthatallthenecessarydigitalcertificatesaredownloadedtotheclientmachine,soyoudonothavetodownloadthemmanuallyorrepackageJInitiatoranadditionaltime.
RequiredFinishingTasksFinishingYourUpgrade8-11Forexample(NTusers):Runadjbuild.
shinaDOScommandwindowthathastheappropriateenvironmentsetup.
Topreparetheenvironment,runenvshell.
cmd(locatedintheAPPL_TOP),whichwillopenanotherDOScommandwindowwithalltheenvironmentvariablessetcorrectly.
Then,fromthiswindow,runadjbuild.
shasfollows:C:\>shadjbuild.
shD:\oracle\prodcomn\util\jinitiator\D:\oracle\prodcomn\util\jinitiator\jinit11727.
exe1.
1.
7.
27RepackagestheversionofJInitiatorunderD:\oracle\prodcomn\util\jinitiatorusingyourdigitalsignatureandcreatesanewarchivecalledoajinit.
exeinthecurrentworkingdirectory.
3.
IfyouhavewritepermissiontotheOA_HTMLdirectory,adjbuild.
shcopiestheoajinit.
exearchivetothatdirectory.
Ifyoudon'thavewritepermissiontoOA_HTML,adjbuild.
shdoesn'tcopythearchive,andyoumustmanuallycopyoajinit.
exetoOA_HTMLafteradjbuild.
shcompletes.
Thenewoajinit.
exearchivemustbecopiedtotheOA_HTMLdirectorysouserscandownloadittotheirclientmachines.
Ifitisnotcopiedtothislocation,userscannotdownloadthenewversionofJInitiatorandmustcontinuetousetheoldversion.
InstallOracleJInitiatorStartthewebbrowserandenterthefollowingURL:http://:/dev60cgi/f60cgiYoushouldseeasmallOracleApplicationslogo.
Theinstallationproceduredependsonwhichwebbrowserthatyoucurrentlyuse.
sNetscapeCommunicatorWebBrowserIfyouareusingtheNetscapebrowser,clickontheplug-inicon(apieceofapuzzle).
ThePlug-innotLoadedwindowappears.
ClickGetthePlug-in.
IntheSaveAsdialogwindow,youcandesignatethelocationoftheexecutabletobedownloaded.
(Thisbehaviormayvaryifyouhavesetupyourwebbrowserdifferently).
SavetheJInitiatorexecutabletoanylocationontheclient.
Note:OracleJInitiatorworksonlyonbrowsersrunningontheMicrosoftWindows95/98/NT/2000platforms.
RequiredFinishingTasks8-12UpgradingOracleApplicationsAftertheexecutableissaved,exitfromallyourwebbrowsersessions.
GotothelocationwhereyoudownloadedtheJInitiatorexecutableanddouble-clicktheexecutabletorunit.
InstallShieldrunstoinstallOracleJInitiator.
Whenprompted,clickYesandfollowtheinstructions.
YoucanusethedefaultlocationforinstallingOracleJInitiator.
AfterInstallShieldiscomplete,exitfromallyourwebbrowsersessionstoallowNetscapetoloadtheplug-inproperlyuponrestart.
sMicrosoftInternetExplorerIfyouareusingInternetExplorer,simplywaitforthebrowsertoloadthesignonHTMLfile(specifically,itfirstloadstheOracleJInitiatorself-installingexecutable).
Dependingonthesecuritysettingsofyourbrowser,JInitiatormaybegindownloadingautomatically,oraSecurityWarningwindowmayappear,promptingyoutoinstallOracleJInitiator.
IftheSecurityWarningwindowisdisplayed,clickYes.
InstallShieldrunstoinstallOracleJInitiator.
Whenprompted,clickYesandfollowtheinstructions.
YoucanusethedefaultlocationforinstallingOracleJInitiator.
AfterInstallShieldiscomplete,exitfromallyourwebbrowsersessionstoallowMicrosoftInternetExplorertoloadtheOracleApplicationscertificatethatisneededforproperoperationoftheApplications.
TestEnvironmentSetupFilesBasedonyourspecificconfiguration,RapidInstallcreatesenvironmentsetupfilesthatsetupyourOracle8i,Oracle8-basedtechnologystack,andApplicationsenvironments.
Theenvironmentsetupfilesarecalled.
env(UNIX)or.
cmd(NT)andarelocatedindifferentdirectoriesbasedonhowtheyareused.
Forconvenience,ApplicationsprovidesonefileAPPSORA.
env(UNIX)orAPPSORA.
cmd(NT)thatsetsupboththeApplicationsandOracle8-basedtechnologystackenvironment.
Eachfile,adescriptionoftheenvironment,theNote:ActiveDesktopiscurrentlycertifiedonlywithWindows98andMicrosoftInternetExplorer5.
0.
YoushouldverifythemostcurrentcertificationlevelsonOracleMetaLink.
RequiredFinishingTasksFinishingYourUpgrade8-13directorylocation,andtheoperatingsystemuserthatexecutesitareincludedinthefollowingtable.
YoushouldexecutetheAPPSORA.
env(UNIX)orAPPSORA.
cmd(NT)environmentsetupfilebeforeusinganyOracleApplicationsutility.
IfyouareperformingmaintenanceoperationsonthedatabaseserverorOracle8-basedtechnologystack,thenyouneedonlyexecutethe.
env(UNIX)or.
cmd(NT)filelocatedundertheORACLE_HOME(Oracle8.
1.
6orOracle8.
0.
6,respectively).
Ensureyouloginasthecorrectoperatingsystemuserforthemaintenanceoperation(suchasapplmgrororacle)beforeexecutingtheenvironmentsetupfile.
Testeachofthesescriptsnowbylogginginastheappropriateoperatingsystemuserandexecutingthefileforeachserver.
Forexample,loginasoracleonyourOracle8idatabaseservermachineandruntheappropriatescript:SetupFileNameEnvironmentDirectoryO/SUser.
env(UNIX).
cmd(NT)Oracle8iEnterpriseEdition(1)8.
1.
6ORACLE_HOMEoracle.
env(UNIX).
cmd(NT)iAS(2)ApacheORACLE_HOMEapplmgr.
env(UNIX).
cmd(NT)Oracle8-basedtechnologystack(3)8.
0.
6ORACLE_HOMEapplmgroracle.
env(UNIX)oracle.
cmd(NT)GenericORACLEsetupcalledautomaticallyby.
envor.
cmd8.
1.
6,8.
0.
6,andiASNAAPPSORA.
env(UNIX)APPSORA.
cmd(NT)Consolidatedsetupfile(3)APPL_TOPapplmgr.
env(UNIX).
cmd(NT)Applications(3)APPL_TOPNA(1)databaseserveronly(2)webserveronly(3)allserversexceptdatabaseserverandwebserverNote:Theserverprocesscontrolscripts(suchasadcmctl.
sh)automaticallysetuptheappropriateenvironmentsothisisnotrequiredbeforehand.
RequiredFinishingTasks8-14UpgradingOracleApplicationsForUNIXBourneshellusers:$.
/.
envForNTusers:C:\>/.
cmdWerecommendyouprinttheenvironmentfilestodocumenthowyourinstallationisconfigured.
AlongwiththeinformationinAppendixAofthisguide,theenvironmentfilesareanimportantreferenceforfutureadministrationtasks.
ReviewInstallationLogFilesRapidInstallcreatesseverallogfilesduringtheinstallation.
Theactionsperformedwhenconfiguringorwhenstartingprocessesarerecordedinthesefilewitha.
txtfileextension,andcanbefoundintheCommonfilearea.
Forexample,UNIXuserswillfindtheminCOMMON_TOP/admin/install.
WindowsNTuserswillfindtheminCOMMON_TOP\admin\install.
SizeYourDatabaseAftertheupgrade,youwillneedtoresizeyourproductiondatabase.
RefertoMaintainingOracleApplicationsformoreinformation.
ChangeAccountPasswordsThedefaultpasswordsfortheSYSaccountandSYSTEMaccountoftheOracleApplicationsdatabasearechange_on_installandmanager,respectively.
Tomaintaindatabasesecurityandrestrictaccesstotheseaccounts,youmustchangethesepasswords.
YoushouldalsochangetheApplicationspasswords.
TheOracleApplicationsSystemAdministrator'sGuideandhasspecificinstructionsforchangingpasswords.
Suggestion:Youcansetupyourloginaccountsothatitautomaticallyexecutestheappropriateenvironmentsetupfile.
AdditionalInformation:ManagingUserPrivilegesandRoles,Oracle8iAdministrator'sGuideOptionalFinishingTasksFinishingYourUpgrade8-15BackUpOracleApplicationsYouroperatingsystemadministratorshouldbackuptheOracleApplicationsproductfiles.
YourdatabaseadministratorshouldalsobackuptheOracleApplicationsdatabase.
StartOracleApplicationsYoustartOracleApplicationsandaccessallERP,CRM,BIS,andSelf-ServiceWebApplicationsproductsfromtheOracleApplicationsPersonalHomepage.
Tobegin,gototheSelf-ServiceWebApplicationsloginpagelocatedatthefollowingURL:http://.
:/OA_HTML//ICXINDEX.
htmForexample:http://oraapps1.
oracle.
com:8000/OA_HTML/US/ICXINDEX.
htmThesystemadministratorshouldloginthefirsttimeusingthesysadminloginaccountthatispre-configuredintheApplicationsinstallation.
UsetheSystemAdministratorresponsibilitytolaunchanApplicationsFormssessionwherethesystemadministratorcancompletetheimplementationsteps.
.
OptionalFinishingTasksSetUpNationalLanguageSupport(NLS)IfyouhaveanNLSinstallationandyourbaselanguageisAmericanEnglish,yourupgradeisnotcompleteuntilyouhaveinstalledtheNLSsoftwareforallactivelanguages.
Forinstructions,seeChapter6,FinishingyourInstallation,inInstallingOracleApplications.
AdditionalInformation:SetUpthePersonalHomepageFeature,AppendixFintheOracleApplicationsSystemAdministrator'sGuideNote:IfyourbaselanguageisnotAmericanEnglish,youneedtoperformthistaskbeforeyouperformanypost-upgradetasks.
IfyoudonotinstallNLSinthecorrectsequence,youwillnotbeabletologontoOracleApplicationsafteryourunAutoUpgrade.
OptionalFinishingTasks8-16UpgradingOracleApplicationsSetUpBusinessIntelligenceSystemOracleBusinessIntelligenceSystem(BIS)isacollectionofenterprisebusinessindicators(Reports),supportedbyasuiteofanalyticalworkbooks(Discoverer),allintegratedwithanalertmechanismtopro-activelycommunicateoperationalperformancetothemanagementteam.
BISisaweb-basedapplication—usersworkfromaconfigurablehomepagewheretheyviewactualbusinessactivity,graphsofperformancemeasuresandvariances,andlaunchallreportsandanalysis.
BISalsoprovidesalibraryofkeyperformanceindicators(KPIs)tobenchmarkactualperformanceagainstmultipletargets,suchasindustrybestpractices,keycompetitors,personalgoals,orcorporatecommitments.
TosetupandbeginusingBIS,youneedtoperformthetasksoutlinedintheBISImplementationGuide.
ConvertDatabasetoMultipleOrganization(Multi-Org)ArchitectureTheRapidInstallVisionDemodatabaseisenabledforMulti-Org.
However,theproductionandtestdatabasesarenot.
IfyouwantMulti-Orgarchitectureintheproductionortestenvironments,loginastheApplicationloginaccount,executetheappropriateenvironmentfile,andfollowtheinstructionsaboutusingtheADAdministrationutilityinMaintainingOracleApplications.
ConverttoMultipleReportingCurrencies(MRC)TheRapidInstallVisionDemodatabaseisenabledforMRC.
However,theproductionandtestdatabasesarenot.
IfyourproductionortestenvironmentWARNING:InformationaboutimplementingDiscovererhaschanged.
RefertotheupdatedinstructionsinOracleMetaLinkbeforeyoubegintoinstallorsetupanyoftheBIScomponents.
Ifyoudonotfollowtheupdatedinstructions,yourBISimplementationmayfail.
AdditionalInformation:MultipleOrganizationsinOracleApplicationsOptionalFinishingTasksFinishingYourUpgrade8-17requiresmultiplereportingcurrencies,refertotheinstructionsforinstallingandimplementingMRCinMultipleReportingCurrenciesinOracleApplications.
UnderstandSystemAdministrationTasksYoushouldbecompletelyfamiliarwiththeinformationintheOracleApplicationsSystemAdministrator'sGuide.
ItcontainsimportantinformationaboutOracleApplications.
ImplementProductandCountry-specificFunctionalityInadditiontothepost-upgradetasksdocumentedinthismanual,theremaybeadditionalproduct-specificimplementationorsetuptasksyouneedtocompletetorealizeallthefunctionalitybuiltintoRelease11i—forbothnewlylicensedproductsandthosethatmayhavenewfunctionalityinthisrelease.
BeforeyoubegintouseyourupgradedOracleApplicationsproducts,youmustrefertotheimplementationguideorimplementationsectionoftheuser'sguideassociatedwithanyOracleApplicationsproductthatyoucurrentlyuse,orplantouse.
Inadditiontothesereferences,youshouldalwayscheckOracleMetaLinkforthelatestproductinformation.
UnderstandOracleApplicationsMaintenanceTasksYoushouldbecompletelyfamiliarwiththeinformationinMaintainingOracleApplications.
Itcontainsimportantdetailsaboutadministrationutilities,aswellasmanualmaintenancetasks.
Note:IfyouplantoinstallMRCforyourorganization,youshouldturnonInvokersRightstosavetablespace,reducedualmaintenance,andincreasesecurity.
SeeMultipleReportingCurrenciesinOracleApplicationsforcompleteinformation.
OptionalFinishingTasks8-18UpgradingOracleApplicationsIndex-1IndexAabtbscnv.
pls,3-5AccountGenerator,3-10customizingdefaults(FlexBuilder),5-28customizingprocess(FlexBuilder),5-27howtoupgrade(FlexBuilder),5-28replacesFlexBuilder,1-19usingdefaultaccountfor(FlexBuilder),5-28accountsegmentvaluescorrectaccounttypefor(GL),7-13usingcorrectaccounttype(PSB),7-63accountingcalendarupgrading(FND),7-2accountingdatamodelverifyingnew(AX),3-15accountingentriescreating(AP),3-19accountinglinescalculatingbalancesfor(AX),3-18,7-64,7-65,7-66accountingperiodsclosing(AX),3-19,7-65standardcostingmanufacturing(CST),4-20AccrualReconciliationreportwarningabout(INV),3-52ActiveDesktopcertification,8-12ActivityManagementGatewayAPIsupdatingcode(PA),6-27adalnctl,8-7adapcctl,8-7adcmctl,8-7adcrtbsp.
sql,3-5addb816.
sql,4-31addbctl,8-7addbctx.
sql,4-31,4-32addbxxx.
sql,4-32AdditionalInformationforHungaryenablingflexfield(JE),7-47additionalsetupstepsperforming(PO),6-76addlnctl,8-7addrpbco.
sql,2-3adfmcctl,8-7adfmsctl,8-7adfroctl,8-7adgntbsp.
sql,3-5adjbuildrunning,8-10administrationdirectoryaccessto(FND),3-9admodpls.
sql,4-34adovars.
cmd,3-2adovars.
env,3-2adpuver.
sql,4-26adrepctl,8-7usingSIDname,8-7adstoplg.
sql,4-36adsy816.
sql,4-31adsysapp.
sql,4-36adt00001.
lst,1-5,1-9adtcfctl,8-7adupinfo.
lst,4-34,4-35adupinfo.
sql,4-34advrf107.
sql,3-4advrfmrc.
sql,5-12Index-2afcuschm.
sql,3-6afdrpusr.
sql,3-6afdtrn01.
sql,3-9afffcfb.
sql,3-11afffupg1.
sql,5-15affixcvr.
sql,5-14afindxpr.
sql,3-7afpredps.
sql,3-8afpregdi.
sql,3-7afpubsyn.
sql,3-8afscprof.
lct,6-60afstatrn.
sql,2-6akcattr.
jlt,7-10akcflow.
jlt,7-10akchkp16.
sql,4-3akchkr11.
rpt,4-4akchkr11.
sql,4-4akchp16.
rpt,4-3akcobj.
jlt,7-10akcreg.
jlt,7-10akcsec.
jlt,7-10akdelp16.
sql,4-3Alertdatapurging(ALR),2-15alrdtrig.
sql,4-2AOLAuditTraildisabling(FND),4-27ap115mrc.
sql,6-12apaccr.
sql,8-6apallink.
sql,7-29apaltfsp.
sql,3-22apboepre.
sql,3-21apcash.
sql,8-6apcmctl.
sh,5-5apfspre1.
sql,3-23apfspre2.
sql,3-22APIsconvertinguserprofile(AOL),2-14apmsbrep.
sql,3-20apofftax.
sql,7-26APPL_TOPchangingcharacterset,1-16ApplicationRuleSetdefining(AR),7-30applicationspecialistresponsibilitiesof,xviiiapplicationslistenersshuttingdown(db),4-28ApplicationsTechnologyproductfamilycomponents,1-3upgrading,1-3APPLMSK,5-24Appreciationupgrading(JG),7-38AppreciationQuickCodesettingup(JG),7-37approvalnotificationsupgrading(PO),6-68APPSschemascompiling(db),5-8compiling(mrc),5-11validating,3-3validating(db),5-8validating(mrc),5-11APPSORA.
cmd,3-3APPSORA.
env,3-3apucfrpt.
sql,6-11apuinimp.
sql,4-8apumccur.
sql,4-7apxfdp01.
sql,7-28aqapi.
zip,5-8ARseeddatachangesinRelease11.
0(PA),1-20ar115mrc.
sql,6-36ar115vdr.
sql,6-33ar115vds.
sql,4-12ArchiveandPurgedatamodelupdatingbalancesfor(AX),6-8ArchiveandPurgeprofileoptiondefining(GL),7-24ARUPGMCS.
pls,6-35ASLUpgradeprocessusing(PO),6-72assetlinestransferring(PA),2-19attachmentfilesdetermininguploaddirectory(FND),2-10loadingintodatabase(FND),5-25audienceforUpgradeManual,xviiiIndex-3Auto-createInstalledBaseprogramrunning(ONT),3-55AutoInstallSeeAutoUpgrade,1-4automaticarchiveloggingturningoff(db),4-35AutoPostreviewingcriteriafor(GL),7-18AutoSourcerulesverifyingyourupgradeof(PO),6-71AutoUpgradecontinuesession,4-39restarting,4-38startnewsession,4-39startingandstopping,4-38using,1-4AverageRatescosttypedefining(CST),6-57axxpos01.
sql,6-8axxpos02.
sql,6-8axxpos03.
sql,6-9axxpos04.
sql,6-10axxpos05.
sql,6-10axxpre01.
sql,3-17axxpre02.
sql,3-17,7-36azwardet.
sql,6-2azwarsum.
sql,6-2Bb1275619.
sql,4-6balancecalculationupdatingbalancesfor(AX),6-8verifyingpatch(AX),3-17bankcollectiondocumentsimporting(JL)),2-23baselinebudgetscreating(PSB),7-65baselinetimingstatisticsforyourupgrade,1-4batchcommitsizesaffectonperformance,1-10billingcyclenamesupdating(PA),6-17billingextensionsupdatingcustomized(PA),6-16billingtitlepopulatingforemployeeassignments(PA),6-19BillsofExchangesettingup(AR),7-33Braziliansubledgersupgrading(JL),3-46businessrulesmigratingforAccountBuilder(FlexBuilder),5-28CCanadiansetuprecording(JA),3-43CARaS,4-23,4-24,7-60catalogdescriptionprofileoptiondefining(INV),7-56Category1and2stepsrepeating(PA),4-11Category1-10stepsrepeating(ONT),4-20categorystepsdefinitionof,xiiCBOcolumn-levelhistograms(db),5-4definitionof,1-15,2-6GatherSystemStatisticsprogram(db),5-4gatheringdatabasestatisticsfor(db),2-6,4-33,5-3requiredafterupgrade(db),4-30requiredinit.
oraparameter(db),4-30upgradingto,1-15usingFND_STATS,2-6certificatedirectivefilecreating,8-9certificationrequirementsinthisrelease,1-7charactercolumnsmigratingnon-integerdatafrom(AX),6-7charactersetschanging,1-16character-modeGUImenuequivalents,xvIndex-4upgradingfrom,xi,1-8CLASSPATH,3-2clientextensionpackagesandviewsbackingup(PA),4-11reinstalling(PA),6-26clientextensionsaddingparameters(PA),6-20collectionelementsuser-defined(AR),1-21columnsdroppingobsolete,1-16commercialproductversions,xiiicommitmentviewsaddingnewcurrencies(PA),6-22addingnon-recoverabletaxamounts(PA),6-22companyinformationdefiningadditionalforSingapore(JA),7-35definingadditionalforTaiwan(JA),7-34concurrentmanagersshuttingdown(db),4-28startupparametersdefining,5-20concurrentprocessingserversrestrictingaccessto(FND),5-23concurrentprogramlibrariesmanagingcustom(AOL),7-7concurrentprogramsdocumentingcustomized(FND),2-11reconnectingspawned(FND),5-17reviewingcontrolsfor(GL),7-23concurrentrequestsensuringcompletionof(FND),4-27purging(FND),3-10conditionallyrequiredstepdefinitionif,xvconsolidationmappingsdefining(GL),7-23constraintsre-enablingcustom(db),5-10controlscriptsstartinginNT,8-7conventionstypographical,xvicostprofileoptionsdefiningnew(INV),6-55cost-basedoptimizationSeeCBO,1-15CPUrequirementsinanupgrade,1-6creditcardprocessingenabling(AR),7-33creditmemoinvoicedatescorrecting(PA),3-27CRMchangesindatamodel,1-8crosschargeimplementing(PA),7-30cross-currencylockboxenabling(AR),7-33cross-referencedatadefinitionsreporting(EC),3-49,5-33crucialdowntimedefinitionof,1-5planningfor,1-5CUMadjustmentsentering(VEA/RLM),7-62CUMKeyassignmentrunning(VEA/RLM),7-61CUMkeyscreating(VEA/RLM),7-61CUMshippingquantitiesverifying(VEA/RLM),7-62customapplicationbasepathvariables,3-2customcodeupdating(HR),2-24customconstraintsdisabling(db),4-36re-enabling(db),5-10customdatagroupssettingup(FND),5-17customformsupgradingtoDeveloper6i,1-17customformslibrarycopyingtoAU_TOP(AOL),7-6customIDsverifyinginstallationgroupnumbers(FND),5-19customindexesdisabling(db),4-36re-enabling(db),5-10Index-5CUSTOMlibrariespreservingcustomized(FND),2-12regeneratingcustomizations(FND),5-20custommenusrecreating(FND),5-18customobjectsintegrating(db),5-9customreportsconverting(AOL),2-13updating(HR),2-25customresponsibilitiesupdating/verifying(FND),5-19customschemasdropping(db),3-5integrating(db),5-9customtriggersdisabling(db),4-36re-enabling(db),5-10customersmigratingaspersons(AR),2-22customizationsbackingup(db),2-7documentingforconcurrentprograms(FND),2-11helpfiles,1-12maintainingforscriptsorreports(FND),5-19managinginanupgrade,1-11preservingCUSTOMlibrary(FND),2-12preservingforcustomizedmenus(FND),2-11reapplyingafterupgrade,5-5customizedmenusupdatingforJEsubmenus(JE),6-40updatingforJGsubmenus(JG),6-36customizedmodulesmodifying(JA),5-30CyclestoWorkflowupgradecreatingOMprofileoption(ONT),6-60DDACHreports,7-37DADverifying(AZ),6-3dailyratesdefiningprofileoption(GL),7-21determiningconflictsin(GL),3-14loadingcustomizedprograms(GL),3-14migrating(GL),6-4reviewing(GL),3-12DanishEFTinvoicespaying(JE),3-45datacheckingforinvalid(AK),4-3deleting10SC(AK),4-3fixinginvalid(AK),4-4uploadingcustomized(AK),7-9datagroupssettingupcustom(FND),5-17datamodelchangescreate/modify(mrc),6-12databasebackingup(db),2-2,4-37,5-10changingcharacterset,1-16updatingtocurrentreleaselevel,5-2databaseadministratorresponsibilitiesof,xviiidatabasefilesinstallinginanupgrade,1-8databaseinformationgathering(db),4-34databaseobjectsdropping(FND),8-2renamingcustom(db),2-3databasestatisticsusedbyCBO,1-15DataInstallrunning(HR),6-49running(PAY),6-54DataMergeusing,1-12dateformatinthisrelease,1-18Datevaluesetscloning(FND),5-14datesconvertingintocanonicalformat(PSB),7-64DateTimevaluesetscloning(FND),5-14dbupg11i.
drv,5-2deliveries/departuresIndex-6closing(ONT),3-57demandexporting(VEA/RLM),4-24demandhistorysummarizing(INV),7-55DemandStatusInquiryreportprinting(VEA/RLM),4-25validating(VEA/RLM),7-60digitalcertificatecreating,8-9digitalsignatureastrustedentity,8-10directoryfileprotectionchanging(FND),5-23directorygroupchanging,5-23discretedatapurging(WIP),2-28discretejobsclosing(WIP),2-28diskspacerequirementsinanupgrade,1-8docs.
oracle.
comusing,xxvDocumentApprovalManagerdefinitionof(PO),6-68documentstatusesmigratingtonewstatuses(AX),6-9downtimeminimizing,1-5EEasiPathMigrationMethod,xviiiECELAYDR.
sql,3-49,5-33ECEUGR2.
sql,3-49,5-33ECEUGR.
sql,3-48,5-32ECEXREFR.
sql,3-50,5-33EFTpartitioningsystemformats(JG),4-13settingupsystemformats(JG),6-37updatinginvoicesforEDI(JE),7-42updatingSwedishpaymentformats(JE),3-44electronicmailforconcurrentmanagers(FND),5-17eligibleordersclosing(ONT),3-55EMMAdvantagehowitworks,xviiiemployeeassignmentsbillingtitlesfor(PA),6-19environmentsettingup,8-12environmentfilescreatedbyOne-HourInstall,8-12environmentvariablessetting,3-2environmentssettingup(db),3-3eventalerttriggersdropping(ALR),4-2re-creating(ALR),7-9eventbillingFIFOmarking(PA),6-26eventtypesmigratingtonewtypes(AX),6-9Excelinterfaceenablingfunctionality(PSB),7-65exceptionreportrunning(ONT),3-57exchangeratemigrationscriptrunning(HR),6-52running(PAY),6-54existingpaymentrecordsupdating(AP),4-6extensions/customizationsreapplying(ICX),6-4externaldocumentsmultilingual,1-17Ffacoldr.
sql,8-5fileprivilegealteringforconcurrentmanagerfiles(FND),5-24filesystemrequirementsinanupgrade,1-7sizesinanupgrade,1-8FinancialAnalyzerIndex-7enablingfunctionalityfor(PSB),7-65finishingtasksperforming,8-7FlexBuilderhowtoupgrade(FlexBuilder),5-29indicatinguseof(FLX),3-10replacedbyAccountGenerator,1-19usingrules(FlexBuilder),3-10flexfieldcolumnindexescreating(AR),6-28flexfielddatesupgrading(FND),5-15upgradingforAOLdatevalidation(JG),5-31flexfielddefinitionssettingup(ONT),6-63flexfieldnumbersupgrading(FND),5-15flexfieldscreatingcontexts/segments(AR),6-33fixingcross-validationrules(FND),5-14segmentcolumnscreatingindexeson(INV),7-54FlexibleDateFormat,1-18FlexRptnosupportfor(AOL),2-13FlexSQLnosupportfor(AOL),2-13flmlsmck.
sql,3-47.
fmbfilescopyingtoAU_TOP(AOL),7-6FND_DESCR_FLEX_CONTEXTnewcolumn(AOL),7-5updatingcustomcallsto(AOL),7-5FND_HISTOGRAM_COLStable,5-4FND_LOOKUPSupdatingcustomcallsto(AOL),7-4FND_PRODUCT_INSTALLATIONStable,5-4FND_STATSusing,2-6fndcpesr,5-18FNDFFUPGutilityusing(FND),5-15FNDMDCVTprogram(AOL),7-6FNDSLOADutility,2-12,5-18fndsload.
exe,2-12forecastsevaluating(VEA/RLM),7-63formsdateformat,1-18MultipleRadixSupport,1-18rewritingcustomcharacter-mode(AOL),2-13upgradingtoDeveloper6i,1-17fullyinstalledproductswarningsabout,xviiiFunctionSecurityLoaderusing,2-12future-datedpaymentchoosingmethodfor(AP),3-21settingupaccount(AP),7-27GGatherSystemStatisticsprogram,5-4GISsubsidiariesreviewing(GL),7-19GLdefiningSummarizationprofileoptions(GL),7-24definingtaxassignments(AR),7-31upgradeoption1(GL),3-13upgradeoption2(GL),3-14upgradingfrom10.
7,3-12glips.
sql,7-4GlobalDemoDatabaseupgrading,1-6globallegislationdriverrunning(HR),6-52running(PAY),6-54globalizationflexfieldcontextsupdating(JE),7-41gluacsum.
sql,7-14glurtmrt.
sql,6-5glurtrpp.
sql,3-14,6-78,6-79,7-64,7-65glurtrpt.
sql,6-5governmentproductversions,xiiiHhardlimitfundedagreementscorrecting(PA),3-25Index-8hash_area_sizeparametersettingforanupgrade,1-9headerlevelroundingenabling(AR),7-32helpfilescustomizing,1-12installing,1-3,5-2historicalworksheetsusingforbaselinebudgets(PSB),7-65hrlegend.
lst,6-52Iimplementationcheckingstatus(AZ)),6-2productspecifictasks,8-17importantconsiderationsinanupgrade,1-4inactiveproductsupgrading,xviiiinbounddemandEDItransactionsstopprocessing(VEA/RLM),4-23incometaxtypesrecreatingFrench(JE),7-43incrementalbackupsusing,1-12indexesdeterminingtablespacefor,1-9dropping(AP),8-6dropping(ICX),4-23re-enablingcustom(db),5-10verifyingcustomprivileges(db),3-7InflationRatioPrecisionprofileoptionrecordingvalueof(JL),2-22setting(JL),6-41init.
orasettingeventparameters,2-5settingparametersin(db),1-9,1-10,2-4installationgroupnumbersverifyingforcustomIDs(FND),5-19installedproductstreatmentof,1-15intercompanybalancingsettingup(GL),7-21InternetComputingdescriptionof,1-13InternetMessaginglinkingWFMAILOO(Workflow),5-29InternetReceivablessettingup(AR),7-32interoperabilitypatchesapplying,1-15,2-4invalidtaskspurging(AZ)),6-3inventoryorganizationsassociatingtaxinformation(JL),6-48definingshippingparameters(ONT),6-64validatingdata(ONT),3-58,3-59inventoryvaluationreportsrunning(CST),6-56running(INV),4-18,6-56invflseg.
sql,7-54inviogds.
sql,7-57InvoiceImportexpensereportspurging(AP),4-8InvoiceImportinvoicespurging(AP),4-8invoiceroundingaccountsettingup(PA),6-19InvoiceSourcesettingup(ONT),6-65invoicescancelling/re-entering(JL),6-48invtxnpg.
sql,3-51invuomch.
sql,3-50ISmanagerresponsibilitiesof,xixItalianinventorytaxtypescreating(JE),7-45itemdescriptionsupdating(INV),7-56Jjacarmpr.
sql,3-44jacaupgr.
sql,3-43jamlsmck.
sql,3-37JARfilessigning,8-9jasgupg1.
sql,7-35,7-37Index-9jasgupg2.
sql,7-36jatwupg1.
sql,3-38jatwupg2.
spl,3-39jatwupg3.
sql,3-41jatwupg4.
sql,3-41jatwupg5.
sql,3-42jatwupg6.
sql,3-42JavaAQlibrariesloading(db),5-8Javaoutputfilesbackingup(AK),7-10JAVA_TOP,3-2jedetcfe.
sql,7-48jedkediu.
sql,7-42jeesgdfm.
sql,7-42jefrapdv.
sql,7-44jefrtxtp.
sql,7-44jehurvat.
sql,7-47jeitapid.
sql,7-46jeitmtlt.
sql,7-45jeitrvat.
sql,7-45JESEPBAI.
sql,3-45JESEPBSI.
sql,3-45JESEPBUT.
sql,3-45JESEPPOI.
sql,3-45JESEPPOU.
sql,3-45jgzzfaap.
sql,7-38,7-39jgzzper1.
sql,4-13jgzzper2.
sql,4-13jgzzswft.
sql,6-37jgzzupgd.
sql,5-31JInitiatorrepackagingwithdigitalcertificate,8-10JL_BR_LOOKUPSduplicaterowsin(JL),3-46jlbrsusl.
sql,3-46jlzztu01.
sql,6-47jlzztu02.
sql,6-47jmscommon.
zip,5-8journalline3rd-partyinformationupdating(JL),7-48journallinesequencenumbersupdating(JE),7-40journalpostingsettingfunctionsecurityfor(GL),7-20LLaborDistributionupgrading(PSP),6-78languageconfigurationretaining,1-16LicenseManagerusingforlanguageconfiguration,1-16licensedproductstreatmentof,1-15linkingrecordsGLandPayables(AP),7-29localextentmanagementconvertingto(db),3-4localizationsinstalling,8-17logindeletingrecordsforunsuccessful(FND),3-9verifyingoperatingsystem(db),2-3long-runningprocesseslistof,1-5long-runningscriptsexamplesof,1-9listof,1-9lookupcodescreatingnew(JL),6-42modifying(JA),5-30recording(JA),3-37Mmaintenancepacksapplying,1-2,1-3Makefile,7-8massadditionsposting(PA),2-19massfundscheck/reservationreviewingparameters(GL),7-20materialsubelementdefiningdefaultfor(CST),6-57memoryrequirementsinanupgrade,1-7menuspreservingcustomizations(FND),2-11MessageDictionaryIndex-10convertingfunctionsin(AOL),2-13custommessages(AOL),7-6messagesconvertingcharacter-mode(AOL),7-6migratingyourdatabase,1-14MRCconvertingdatabaseto,8-16creatingdatabaseobjectsfor(AR),6-35datamodelchanges(AR),6-36exchangeratesin(AP),4-7SeeMultipleReportingCurrencies,1-13verifyinginstallationof,5-12MRPsettingprofileoptions(PO),4-21,6-70multilingualsupportenhancements,1-17maintainingtables(db),2-2Multi-Orgconvertingdatabaseto,8-16enabling,1-13inthisrelease,1-13MultipleRadixSupportinforms,1-18MultipleReportingCurrenciesconvertingdatabaseto,8-16inRelease10.
7,1-13multiplesupplierbanksupgradingsupplierdatafor(AP),3-20upgradingsuppliersitebankdatafor(AP),3-20NNaturalAccounttaxcodesdefining(GL),7-31NCAupgradingfrom,xi,1-4negativeamounteventscorrecting(PA),4-10Net8settingup(db),4-30NetworkComputingArchitectureSeeInternetComputing,xviiNLScompletingupgradestepsfor(db),4-37databaseconsiderations,1-16installingtranslatedsoftware,5-3non-adjustingnegativeamountitemscorrecting(PA),3-26Non-deliveryInvoiceSourcesettingup(ONT),6-65non-GlobalDemodatabasesfixinginvaliddatain(AK),4-4invaliddatain(AK),4-3NotificationApproverprofileoptionsettingup(ONT),6-66numberformatinthisrelease,1-18OOA_JDK_TOP,3-2OAD_TOP,3-2OAH_TOP,3-2oajinit.
exe,8-10objectsintegratingcustom(db),5-9obsoletecolumnsdropping(FA),8-4obsoleteobjectsremoving(PSP),6-78Offsettaxessettingup(AP),7-25One-HourInstallSeeRapidInstall,1-3onlinehelpinstalling,1-3,5-2,8-3ontexc06.
sql,6-59ontexc07.
sql,3-57ontexc08.
sql,3-59ontpfupg.
ldt,6-60ontupg48.
sql,6-60,6-66,6-67ontupg49.
sql,6-62ontupg50.
sql,4-21ontupg51.
sql,4-21ontupg55.
sql,6-66openinterfaceclearingtables(PO),2-30,3-34,6-78purginginvoices(AP),4-7OpenJobandScheduleInterfaceclearing(WIP),3-52Index-11optimizationdefinitionof,1-15OracleApplicationscreatingenvironmentfilefor,8-13starting,8-15OracleE-BusinessSuitedefinitionof,1-2OracleForms4.
5regenerating(AOL),1-17,2-13OracleFormsDeveloper6i,1-17,2-13ORACLEhomesmultiple,1-14OracleHTTPserverinstallingdatabaseobjectsfor(db),4-33OracleJInitiatorinstalling,8-8installingfromExplorer,8-12installingfromNetscape,8-11installingplug-infor,8-8Oracleoptimizermethodused,1-15using,2-6ORACLEschemaidentifyingpotentialconflicts(FND),4-26resettingpasswords(db),5-4verifying(FND),2-8Oracleusersdroppingobsolete(HR),7-50Oracle8iupgradingto(db),2-4,4-29oraclestore.
oracle.
comusing,xxvordercreation/manipulationsettingupresponsibilities(ONT),6-60OrderEntrycyclesomittedfromupgrade(ONT),3-59OrderEntryInterfaceprogramsrunning(ONT),3-54OrderImportprogramrunning(ONT),3-55OrderManagementchangesindatamodel,1-8ordersreviewingstatus(ONT),3-55organizationcodedefinitionof(INV),3-51organizationdefaultaccountscorrecting(INV),6-55reviewing(INV),6-55organizationnamesassociatingwithpre-existingdefinitions(ALR),7-8organizationsreviewing(PA),6-14outputinterfacedatafiledefinitionsreporting(EC),3-48,5-32OvertimeCalculationprogramconvertingtoPL/SQL(PA),6-18owners'equityaccountstranslating(GL),7-15Ppa11u506.
sql,6-19pa620118.
sql,3-25pa630505.
sql,6-26pa634580.
lst,4-10pa634580.
sql,4-10pa652811.
sql,3-27pa661335.
sql,3-26pa858651.
sql,3-31pa882573.
sql,3-33pacrttab.
sql,3-29pacstrev.
sql,3-32painv.
sql,3-30parallel_max_serversparametersettingforanupgrade,1-10pardlrpt.
sql,3-28pardlupd.
sql,3-30partiallyimplementedinstalledproducts,xviiipartiallyrecoverabletaxessettingup(AP),7-28,7-29passwordsresettinginORACLEschema(db),5-4patch1275619applying(AP),4-6patch786842applying(JL),6-48patch839884applying(JL),6-47,6-48Index-12patch973972applying(AP),3-20patxnerr.
sql,3-24patxnsql.
sql,3-25paupgor2.
sql,6-14paymentbatchescompletingoutstanding(AP),2-16paymentformatsremodifying(AP),6-10PayrollReconciliationpreparingfor(CE),7-11pegbutcl.
lst,6-52peoldsec.
sql,7-50periodratesreviewing(GL),7-14perleggb.
lst,6-52petskwrn.
sql,3-47peupl01v.
sql,7-50physicalinventoriesinprocesscompleting(INV),4-15pickslipgroupingrulesdefining(ONT),6-63pickslips/pickingbatchesclosing(ONT),3-57PlanningManagerstarting(MRP),6-57PL/SQLidentifyinglogfiledirectory(db),2-6,4-30identifyingoutputfiledirectory(db),2-6,4-30plxmlparserV1_0_1.
zip,5-6pocntpoh.
sql,3-34pocntrcv.
sql,3-35pocntreq.
sql,3-34podold.
sql,8-2PostingManager(AX),3-17preparatoryscriptsrunning(db),4-31,4-36prepaymentpaymenttermssettingup(AP),6-12prerequisitepatchapplying(PA),2-17pricingprofilessettingup(ONT),6-63primaryunitofmeasurefindingitemswithout(INV),3-50processingconstraintssettingup(ONT),6-62productfilesbackingup(db),5-10deleting,8-4productIDslistof(FND),7-3productnameslistof,xxproductshortnameslistof,xxusing,xxproducttabletablespacedeterminingsizefor,1-9productsinthisrelease,xxprofileoptionsconfiguringnew(QA),7-57,7-58setting(FND),5-14validinventoryorganization(JL),6-47profilesupdatingconfiguration-related(db),5-4ProjectManagementMethod,xviiiprojectstatusupdatingvaluesfor(PA),6-15PSBCODE.
DB,7-66PSBCODE.
eif,7-66PSBUACSM.
sql,7-64PSBUDATE.
sql,7-64PSBUNUMB.
sql,7-65PSBVEXCL.
xla,7-65PSBVEXCL.
xls,7-65psprmobs.
sql,6-79PublicSectorApplicationsproductsupgrading,1-19publicsynonymsdropping(db),3-8purgecutoffdatedefinitionof(INV),3-51pypopapb.
sql,7-11pyrtmig.
sql,6-53pyvaladr.
sql,7-52Index-13Rradixcharacters(FND),5-16convertingrealnumbersto(PSB),7-64formatfornumbers,1-18RadleyCARaS,3-60RapidInstallrunning,3-2upgradingwith,1-3,1-8rcvrmaup.
sql,6-76realnumbersconvertingintomultiradixformat(PSB),7-64realizedgains,losses,androundingaccounts(AR),2-21ReceivablesinterfacewithProjects(PA),1-20ReceivingTransactionManagerdefinitionof(PO),6-68recommendedstepdefinitionof,xviReconciliationOpenInterfacebackingupcustomizedobjects(CE),2-16reinstallingcustomizedobjects(CE),7-11recoverabletaxevaluatinguseof(AP),3-22recoveryrulesprintlistings(JA),3-44relateddocumentslistof,xxvReleaseManagementSpreadsheetscreating(VEA/RLM),3-60releasesequencerulesdefining(ONT),6-64renamedfilesprotectingdatain,1-6repackagingJInitiator,8-10repetitivedatapurging(WIP),2-28reportsecuritygroupssettingup(FND),7-2reportsconvertingcustom(AOL),2-13requestgroupsassigningtoresponsibilities(JA),7-39requiredstepdefinitionof,xvresponsibilitiesreviewinguser(FND),2-10upgradingcharacter-mode(JE),6-38revaluationruleforincomestatementaccounts(GL),7-17revenuedistributionscorrectingbillamountdata(PA),3-28reversingfunctionssettingsecurityfor(GL),7-20reversingitemscorrecting(PA),3-30,3-31rolesinanupgrade,xviiirollbacksegmentsdeterminingsizeof,1-9settingfornormaluse(db),5-6verifyingsizing(db),4-35rowspercommitdefinitionof(INV),3-51RPTremovedsupportfor(FND),1-18rule-basedoptimizationinthisrelease,1-15rulesassociating(FlexBuilder),5-26Ssalaryproposalviewcustomizedscriptfor(HR),2-25,2-26reapplycustomizationtoscript(HR),7-50salesorders/invoicesupdating(JL),6-43schemasintegratingcustom(db),5-9maintainingforMRC(mrc),5-11scriptsrestrictingaccessto(FND),5-24seededattributesreviewing(ONT),6-63seededitemtypesupdating(Workflow),4-4Index-14SegmentValueInheritancepreservingGLaccountcodes(GL),7-12Self-ServiceTimeimplementing(PA),7-29serverprocessesconfiguring(db),5-5starting(db),5-5setupdataverify(VEA/RLM),7-60sharedproductswarningsabout,xviishipmethods/carriermappingsdefining(ONT),6-64shippingexecutionreviewingupgradeerrors(ONT),6-66settingupprofiles/menus(ONT),6-65ShippingInterfaceprogramsrunning(ONT),3-57SIDusedbyadrepctl,8-7SmartClientupgradingfrom,xi,1-4sourcingrulescreating(VEA/RLM),7-59SQL*Forms2.
3rewriting,1-17,2-13SQL*Plusoptionschecking(db),4-35SQL*Reportnosupportfor,1-18,2-13srwdirectorychangingnameof(AOL),7-5startupparameterssettinginenvironment(FND),5-21settinginstartmgrscript(FND),5-21StatusInquiryreportprinting(VEA/RLM),4-25stepsummarylineshowtouse,xvisummarizationdatacorrecting(PA),3-24summarizationmodelupgradingto(PA),2-19SwiftCodefieldenabling(JG),6-37SYSaccountpassworddefault,8-14SYSADMINenabling(FND),4-26SYSTEMaccountpassworddefault,8-14systemadministratorresponsibilitiesof,xixsystemrequirementsforupgrading,1-6SYSTEMtablespacedeterminingsizeof,1-9Ttablespacecreatingfornewproducts(db),3-5requirementsinanupgrade,1-9resizingforexistingproducts(db),3-5tablespacessettingup(db),3-4,4-30taskflowdefinitionsupdating(HR),3-47TaxAccountingsettingup(AR),6-33taxbalancescheckingforinvalid(PAY),7-53taxcodeenabling(JE),7-48taxgroupsassociatingwithtaxcategories(JL),6-48taxrebateprintlistings(JA),3-44taxregistrationnumbersmovingcustomer(JA),3-40movingsupplier(JA),3-42taxstructurerenamingcustomized(AR),2-20taxsystemoptionssetting(JL),6-42taxtypesupdating(JA),7-35taxvendordroppingsynonyms(AR),4-12updatingflexfieldinformation(AR),6-32Index-15taxvendorextensioncreatingviews(AR),2-20,6-29taxableamountsupdating(JE),7-46Taxwareadditionalupgradeissues(AR),2-21,6-32technicalappraisalsarchiving(JL),6-49technicalappraisalsandadjustmentsrestoring(JL),2-23technicalspecialistresponsibilitiesof,xixtechnologystackrequirementsinanupgrade,1-7TEMPtablespacesetting,1-10temporaryandinterfacetablesprocessingdatain(INV),4-17temporarytablespacedeterminingsizefor,1-9settingforanupgrade,1-10testupgradeperforming,1-4tiebackscompleting(PA),2-18timecardsinPTE(PA),4-9timingstatisticsspreadsheetusing,1-4transactioncontrolextensionaddingparameters(PA),6-21transactionflexfieldcolumnsindexeson(AR),6-28transactionhistorypurging(INV),3-51TransactionInterfacetableclearing(PA),2-18updating(PA),6-24transactionmanagersactivating(PO),6-67transactiontypesreviewingupgraded(ONT),6-62transactionssummarizingandtransferring(PSP),2-30translated(AX),3-16,7-63TransfertoGLpostedflagupgrading(AX),6-10transferscompleting(PA),2-18triggersre-enablingcustom(db),5-10txnfix.
lst,3-25Uumaskcommandusing(FND),5-24uncostedtransactionsstandardcostinginventoryonly(CST),4-18uniforminvoiceinformationmovinggovernment(JA),3-38uniformnumbersmovingcustomer(JA),3-40movingsupplier(JA),3-42recording(JA),3-43UNIXEditiongroupcreating(FND),5-23upgradebaselinetimingstatistics,1-4documentingerrorsin(ONT),6-59howitworks,1-1importantconsiderationsfor,1-4listoftasksfor,1-2maintenancepacksfor,1-3newtasksfor11i,1-2performingtest,1-4planning,1-1scheduling,1-4usingUpgradeAssistantSpreadsheet,1-4UpgradeAssistantSpreadsheetusing,1-4upgradefinishingstepscategoriesof,xiiupgrade.
out,6-71upgradingyourdatabase,1-14U.
S.
addressinformationcheckingforinvalid(PAY),7-52U.
S.
taxinformationupdatingcustom(PAY),2-26Index-16userprofileAPIsconverting(AOL),2-14utl_file_dir,2-6settingparameter(ONT),4-21Vvaluesetsnon-standardnamesandprefixes(FND),2-9renamingcustom(FND),2-8VATcompliance(GL),7-32updatingFrenchinvoices(JE),7-44updatingHungariantransactions(JE),7-46updatingItaliantransactions(JE),7-44Vertexadditionalupgradeissues(AR),2-21,6-32Wwarningsimportanceof,xviiweblistenerstarting,8-7WFMAILOOlinking(Workflow),5-29wfprotrst.
sql,4-5wfrmitt.
sql,4-5WIPInventoryValuereportrunning(CST),6-56standardcostingmanufacturing(CST),4-19wipcjsi.
sql,3-53Workflowcompletinginstallationof(FlexBuilder),5-26WorkflowBuildercompletinginstallationof(FlexBuilder),5-26workflowitemattributesupdating(ONT),6-65workflownotificationapproversettingup(ONT),6-65wshpre00.
sql,3-58,3-59wshuplog.
sql,6-67XXMLParserinstalling,5-6XMLSQLUtilityinstalling(db),5-6Xsul2.
zip,5-6