vendorautopatch

OracleApplicationsUpgradingOracleApplicationsRelease11i(11.
5.
9)PartNo.
B10639-01June2003OracleApplications,UpgradingOracleApplications,Release11i(11.
5.
9)PartNo.
B10639-01Copyright2000,2003OracleCorporation.
Allrightsreserved.
PrimaryAuthors:CaroleEubanksContributors:JanetBuckbinder,SteveCarter,GailD'Aloisio,SteveDamiani,TaiteDarlington,MichaelFiore,MatthewLobaugh,ElizabethLooney,JuliaMargetson,KentNoble,KristinPenaskovic,LouiseRaffo,ChristinaRavaglia,SusanSaperstein,YunShaw,MildredWangThePrograms(whichincludeboththesoftwareanddocumentation)containproprietaryinformationofOracleCorporation;theyareprovidedunderalicenseagreementcontainingrestrictionsonuseanddisclosureandarealsoprotectedbycopyright,patentandotherintellectualandindustrialpropertylaws.
Reverseengineering,disassemblyordecompilationofthePrograms,excepttotheextentrequiredtoobtaininteroperabilitywithotherindependentlycreatedsoftwareorasspecifiedbylaw,isprohibited.
Theinformationcontainedinthisdocumentissubjecttochangewithoutnotice.
Ifyoufindanyproblemsinthedocumentation,pleasereportthemtousinwriting.
OracleCorporationdoesnotwarrantthatthisdocumentiserror-free.
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.
TheProgramsmayprovidelinkstoWebsitesandaccesstocontent,products,andservicesfromthirdparties.
Oracleisnotresponsiblefortheavailabilityof,oranycontentprovidedon,third-partyWebsites.
Youbearallrisksassociatedwiththeuseofsuchcontent.
Ifyouchoosetopurchaseanyproductsorservicesfromathirdparty,therelationshipisdirectlybetweenyouandthethirdparty.
Oracleisnotresponsiblefor:(a)thequalityofthird-partyproductsorservices;or(b)fulfillinganyofthetermsoftheagreementwiththethirdparty,includingdeliveryofproductsorservicesandwarrantyobligationsrelatedtopurchasedproductsorservices.
Oracleisnotresponsibleforanylossordamageofanysortthatyoumayincurfromdealingwithanythirdparty.
Oracleisaregisteredtrademark,andConText,EMMAdvantage,JInitiator,OracleDiscoverer,OracleMetaLink,OracleStore,Oracle8,Oracle8i,Oracle9i,Oracle9iASDiscoverer,PL/SQL,SQL*Net,andSQL*PlusaretrademarksorregisteredtrademarksofOracleCorporation.
Othernamesmaybetrademarksoftheirrespectiveowners.
iiiContentsSendUsYourCommentsxiPreface.
xiiiAudiencexivHowtoUseThisGuide.
xivOverviewofanUpgradexviRelease11iSystemRequirementsxviiSchedulingTimefortheUpgrade.
xxLong-runningprocesses.
xxiiImportantUpgradeConsiderations.
xxivLanguagesandCharacterSets.
xxviiFormsandReports.
xxviiiCustomizedEnvironments.
xxviiiApplication-specificInformationxxx1Category1—BeforeYouReceivetheSoftwareDatabase1-2DatabaseUpgradeTasks1-2ApplicationsTechnology.
1-5SystemAdministrationTasks.
1-6ApplicationObjectLibraryTasks.
1-7OracleAlertTasks1-7OracleWorkflowTasks1-8Financials.
1-9ivOracleCashManagementTasks1-9OraclePayablesTasks.
1-9OracleReceivablesTasks.
1-10OracleFinancialsforLatinAmericaTasks1-12Projects.
1-14OracleProjectsTasks.
1-14HumanResources1-16OracleHumanResourcesTasks1-16OraclePayroll(U.
S.
)Tasks.
1-19Manufacturing.
1-20OracleWorkinProcessTasks.
1-21PublicSector/University.
1-21OracleLaborDistributionTasks.
1-22SalesandMarketing.
1-22OracleSales/OracleSalesCompensationTasks.
1-22Service1-22OracleServiceTasks.
1-222Category2—AfterYouReceivetheSoftwareEnvironment2-2EnvironmentPreparationTasks.
2-2Database.
2-4DatabaseUpgradeTasks2-4ApplicationsTechnologyProducts.
2-7SystemAdministrationTasks2-8OracleFlexBuilder/AccountGeneratorTasks.
2-9Financials.
2-10OracleGeneralLedgerTasks2-10GlobalAccountingEngineTasks2-13OraclePayablesTasks.
2-17OracleFinancialsforAsia/PacificTasks.
2-21OracleFinancialsforEuropeTasks.
2-28OracleFinancialsforLatinAmericaTasks2-29Projects.
2-30OracleProjectsTasks.
2-30vOrderManagement2-41OracleInventoryTasks.
2-41OracleOrderManagementTasks2-42Procurement.
2-50OraclePurchasingTasks.
2-50PublicSector2-52OraclePublicSectorFinancials(International)Tasks.
2-523Category3—PerformingtheUpgradeApplicationsTechnology.
3-2OracleAlertTasks3-2OracleCommonModulesTasks3-3OracleWorkflowTasks3-4Financials.
3-5OraclePayablesTasks.
3-5OracleReceivablesTasks.
3-9OracleFinancialsCommonCountryTasks3-12Projects.
3-13OracleProjectsTasks.
3-13Manufacturing.
3-17OracleCostManagementTasks.
3-17OrderManagement3-19OracleInventoryTasks.
3-19OracleOrderManagementTasks3-21Procurement.
3-22OraclePurchasingTasks.
3-22PublicSector3-23OracleGrantsAccountingTasks.
3-23OracleU.
S.
FederalFinancialsTasks3-25SalesandMarketing.
3-26OracleSales/OracleSalesCompensationTasks.
3-26Service.
3-26OracleServiceTasks.
3-26DatabaseandSystemAdministration.
3-27SystemAdministrationTasks.
3-27viDatabaseUpgradeTasks3-28RunAutoUpgrade.
3-394Category4—BeforeUsingOracleApplicationsUpdates4-2UpdateandPatchingTasks.
4-2Environment4-5EnvironmentPreparationTasks.
4-5Database.
4-6DatabaseUpgradeTasks4-6MultipleReportingCurrencies(MRC)4-10MultipleReportingCurrenciesTasks.
4-10ApplicationsTechnology.
4-12SystemAdministrationTasks4-12OracleFlexBuilder/AccountGeneratorTasks.
4-21Financials.
4-23OracleFinancialsforAsia/PacificTasks.
4-23OracleFinancialsCommonCountryTasks4-24PublicSector4-25OracleGrantsAccountingTasks.
4-25Environment4-26EnvironmentVerificationTasks.
4-265Category5—BeforeUsingYourProductsAllProducts.
5-2ImplementationandSetupTasks.
5-2Financials.
5-2OracleGeneralLedgerTasks5-3GlobalAccountingEngineTasks5-5OraclePayablesTasks.
5-6OracleReceivablesTasks.
5-9OracleFinancialsCommonCountryTasks5-18OracleFinancialsforAsia/PacificTasks.
5-19OracleFinancialsforEuropeTasks.
5-20OracleFinancialsforLatinAmericaTasks5-20viiProjects.
5-28OracleProjectsTasks.
5-29HumanResources.
5-40OracleTimeandLaborTasks5-41OraclePayrollTasks.
5-41Manufacturing.
5-43OracleCostManagementTasks.
5-43OracleMRP/SupplyChainPlanningTasks.
5-45OrderManagement5-46OracleInventoryTasks.
5-46OracleOrderManagementTasks5-47Procurement.
5-52OraclePurchasingTasks.
5-53PublicSector5-60OracleGrantsAccountingTasks.
5-60OracleU.
S.
FederalFinancialsTasks5-62SalesandMarketing.
5-62OracleSales/OracleSalesCompensationTasks.
5-62Service.
5-62OracleServiceTasks.
5-636Category6—BeforeUsingProductFeaturesAllProducts.
6-2ImplementationandSetupTasks.
6-2ApplicationsTechnology.
6-2SystemAdministrationTasks.
6-3ApplicationObjectLibraryTasks.
6-3OracleAlertTasks6-7Financial6-8OracleCashManagementTasks6-8OracleGeneralLedgerTasks.
6-8OraclePayablesTasks.
6-15OracleReceivablesTasks.
6-19OracleFinancialsforAsia/PacificTasks6-21OracleFinancialsCommonCountryTasks6-26viiiOracleFinancialsforEuropeTasks.
6-29OracleFinancialsforLatinAmericaTasks6-33Projects.
6-34OracleProjectsTasks.
6-35HumanResources6-35OracleHumanResourcesTasks6-36OraclePayroll(U.
S.
)Tasks.
6-38OrderManagement.
6-38OracleInventoryTasks6-39PublicSector6-41OraclePublicSectorFinancials(International)Tasks6-417FinishingYourUpgradeSystemMaintenanceTasks7-1RequiredFinishingTasks.
7-6ImplementNewProductandCountry-specificFunctionality7-6ResizetheDatabase7-7ChangePasswords.
7-7MaintainSnapshotInformation.
7-7BackUpOracleApplications.
7-8LoggingOntoOracleApplications7-8TasksSpecificToYourInstallation7-9RegisterNewlyLicensedProducts7-9ConfiguretheOracleWorkflowJava-basedNotificationMailer7-9SetUpandImplementOracleDiscovererEndUserLayer(EUL)7-9SetUpandImplementOracleEmbeddedDataWarehouse(EDW)7-10ConvertCustomMessageDictionaryFunctions7-11ConvertDatabasetoMultipleOrganizations(Multi-Org)7-11ConverttoMultipleReportingCurrencies(MRC)7-11UnderstandSystemAdministrationTasks.
7-12UnderstandOracleApplicationsMaintenanceTasks.
7-12AGettingHelpDocumentationAccessibility.
A-1RelatedDocumentation.
A-2ixTrainingandSupport.
A-3EMMAdvantageA-4IndexxxiSendUsYourCommentsOracleApplications,UpgradingOracleApplications,Release11i(11.
5.
9)PartNo.
B10639-01OracleCorporationwelcomesyourcommentsandsuggestionsonthequalityandusefulnessofthisdocument.
Yourinputisanimportantpartoftheinformationusedforrevision.
DidyoufindanyerrorsIstheinformationclearlypresentedDoyouneedmoreinformationIfso,whereAretheexamplescorrectDoyouneedmoreexamplesWhatfeaturesdidyoulikemostIfyoufindanyerrorsorhaveanyothersuggestionsforimprovement,pleaseindicatethedocumenttitleandpartnumber,andthechapter,section,andpagenumber(ifavailable).
Youcansendcom-mentstousatthefollowingemailaddress:apps_relgrp_us@oracle.
com.
Ifyouhaveproblemswiththesoftware,contactOracleSupportServices.
xiixiiiPrefaceThisbookdescribesthestepsnecessaryforpreparingApplicationsproductsforanupgradetoRelease11i(11.
5.
9)andforperformingpost-upgradestepsafteryourunAutoUpgrade.
ItisintendedforuserswhoareupgradingfromRelease10.
7(NCAandSmartClient)orRelease11.
0.
Thisprefacecontainsimportantoverviewinformationthatyoushouldreadandbefamiliarwithbeforeyoubegintheupgrade.
IfyouareusingRelease10.
7(NCA,SmartClient,orcharacter-mode)orRelease11.
0ofOracleApplications,youmayupgradedirectlytoRelease11i.
YoucannotupgradetoRelease11idirectlyfromreleasespriorto10.
7.
Documentationassociatedwiththisreleasewascurrentasofthetimeitwaspublished.
However,OracleMetaLinkmaycontainmoreup-to-dateinformation.
OracleApplicationsInstallationUpdateNotes,OracleApplicationsReleaseNotes,andOracleApplicationsNLSReleaseNotesarerequiredreadingbeforeyouupgrade.
TheyareavailableonlyonOracleMetaLink.
Product-specificimplementationmanualshaveinformationaboutimplementingnewproductsthatisnotincludedinthismanual.
Consultthesereferencesbeforeyoubegintheupgrade.
TheyareavailableontheOracleApplicationsDocumentationCD.
Attention:IfyouhavealreadyupgradedtoanearlierversionofRelease11i,followtheupgradestepsintheOracleApplicationsRelease11.
5.
9MaintenancePackInstallationInstructions.
ThisdocumentisavailableonOracleMetaLink(DocID:232834.
1)xivTheinstructionsinthisbookapplytoupgradesfromcharacter-modeRelease10.
7installations.
However,mostnavigationpathsarebasedonGUIversions.
TheOracleApplicationsCharacterModetoGUIMenuPathChangesreferencemanualcontainscharacter-modeequivalentsofGUImenupaths.
AudienceThismanualiswrittenforthosepeopleresponsibleforupgradingOracleApplications.
Init,weassignupgradestepstothefollowingroles.
NotethattherolenamesanddescriptionscorrespondtotheonesincludedintheOracleupgrademethodologyusedbyEMMAdvantage.
(SeeAppendixBformoreinformation.
)HowtoUseThisGuideThisbookisorganizedbyupgradecategory.
Therearethreetypesofsteps:pre-upgrade,post-grade,andfinishing.
Categories1,2,and3arepre-upgradesteps,whichyouperformbeforeyourunAutoUpgrade.
Categories4,5,and6arepost-upgradesteps,whichyouperformafteryouhaverunAutoUpgrade.
Youmustcompleteallstepsthatapplytoyourinstallationbeforeyoubeginthenextcategory.
AfterallCategory4,5,and6stepshavebeencompleted,andafteryouhaveverifiedthattheentireupgradewassuccessful,youmustperformfinishingstepstocompletetheupgrade.
Somefinishingstepsarerequired,andsomeareoptional.
Note:Release10.
7NCAandRelease10SmartClient(10SC)Production16.
1areinterchangeableatthedatabaselevel.
UpgradeRoleDescriptionApplicationSpecialistProvidesknowledgeandguidanceregardingapplicationfunctionality.
DatabaseAdministratorInstallsandconfigurestheOracledatabaseandmaintainsdatabaseaccesscontrols.
SystemAdministratorResponsibleforadministeringsystems.
TechnicalSpecialistResponsiblefordesigning,developing,unittesting,implementing,andmaintainingthecustomextensionsfortheOracleApplications.
ISManagerDirectstheclientinformationsystemsorganizationwithinabusiness.
xvStepConditionsThismanualclassifiesstepsbasedoncertainconditionsthatmayapply.
StepSummaryLinesBeloweachnumberedstepheadingaresummarylinesthatindicatespecificinformationaboutthestep.
Forexample:Inaddition,thestepsummarylinesmaycontainotherinformationsuchas:Performforthiscountry:BrazilRequiresConcurrentManager:YesPerformforeachproductgroup:YesPerformthestepsonlyforthereleaselevelthatcorrespondstoyourinstallation.
TextConventionsWerecommendthatyoureviewthefollowingconventionsusedinthismanual.
Ifthestepismarked.
.
.
Then,it.
.
.
Requiredisnecessaryforasuccessfulupgrade.
Conditionallyrequiredappliesonlyundercertainconditions.
Iftheconditiondoesnotapply,youdonothavetoperformthestep.
Recommendedmaybeinyourbestinteresttoperformthisstep.
Forexample,thestepmayreducethetimeittakestoperformtheupgrade.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)Referencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuideUsersmustlogoff:YesTUMSStepKey:AX_ENSURE_TRANS_ARE_TRANSConventionMeaningUNIX:Windows:Indicatesplatform-specificinformation.
ThisguidecontainsinformationforbothUNIXandWindowsplatforms.
InstructionsforUNIXplatformsalsoapplytoLinuxplatforms,unlessotherwisenoted.
xviOverviewofanUpgradeUpgradingemploysseveralutilitiesdesignedtostreamlinetheprocess.
RapidInstallinstallsthemostup-to-date,certifiedversionofOracleApplications,alongwiththerequiredtechnologystackcomponents.
Inanupgrade,itcreatesthenewfilesystemsfortheapplication(middle)tiercomponentsandthenewfilesystemforthedatabase,ifitisonaplatformthatsupportsOracleApplicationsontheapplicationtier.
Forcompleteinformation,refertoInstallingOracleApplications.
AutoUpgradeupdatesproductsfromanearlierreleaseofOracleApplicationstoanewone.
WithAutoPatch,youapplyvariousupdatesandpatcheswhendirectedtodoso.
Forcompleteinformation,refertoOracleApplicationsMaintenanceUtilities.
SeealsoOracleApplicationsMaintenanceProcedures.
UpgradeTasksIngeneral,performthefollowingtaskstocompleteanupgrade:Readthedocumentationassociatedwiththisrelease(seeRelatedDocumentationinAppendixA:GettingHelp).
AlldocumentationisavailableeitherontheOracleApplicationsDocumentationLibraryCD,fromOracleMetaLink,orfromtheOracleStore.
$orC:\>Representstheplatform-specificcommandprompt.
Thepromptmaydiffer.
MonospacetextRepresentscommandlinetext.
Typethistextexactlyasshown.
Textenclosedinanglebracketsrepresentsavariable.
Substituteavalueforthevariabletext.
Donottypethebrackets.
[]Enclosesoptionalitemsorindicateafunctionkey.
Donottypethebrackets.
|Representsanoroptionamongseveraloptions.
Youmustenteronlyoneoftheoptions.
Donottypetheverticalbar.
\Inexamplesofcommandsyoutypeonline,abackslashattheendofalinesignifiesthatyoumusttypetheentirecommandononeline.
Donottypethebackslash.
SpecialNotesAlertyouaboutcertainspecialconditionsthatapplytoindividualsteps.
TheyincludeAdditionalInformation,Note,Attention,andWarning.
ConventionMeaningxviiDownloadandrunTheUpgradeManualScriptfromOracleMetaLinktogeneratealistofstepsthatyoucanomitfromtheupgradeprocess.
Then,reviewtheremainingstepstodeterminethemostefficientwaytoperformtheupgradeforyourinstallation.
CompletetheCategory1stepslistedinthismanual.
BeginperformingtheCategory2steps.
Wheninstructedtodoso,runRapidInstalltocreatethenewfilesystemsfortheapplicationtiercomponentsandthenewORACLE_HOMEforthedatabase.
SeeUpgradingYourSysteminInstallingOracleApplicationsforinformationaboutrunningRapidInstall.
UseAutoPatchtoapplythefamilyconsolidatedupgradepatches,asdirectedinthelatestOracleApplicationsReleaseNotesandcompletetheremainingCategory2steps.
CompletetheCategory3steps,includingrunningAutoUpgrade.
RefertoOracleApplicationsMaintenanceUtilitiesformoreinformationaboutAutoUpgrade.
BegintheCategory4steps.
Wheninstructedtodoso,applyallpatchesandupdates.
RunRapidInstallagaintoconfigureandstarttheserverprocesses.
SeeUpgradingYourSysteminInstallingOracleApplicationsfordetails.
CompletetheremainingCategory4steps.
Reviewtheimplementationand/orsetupstepsintheproduct-specificdocumentation.
Thesesteps"turnon"orsetupsomeofthefeaturesaddedduringtheupgrade.
TheOracleApplicationsDocumentationCDcontainsallproduct-specificdocumentation.
CompletetheCategory5andCategory6steps,andanyassociatedproduct-specificimplementationsteps.
CompletethetasksintheFinishingYourUpgradechapterinthismanual.
Release11iSystemRequirementsRequirementsforCPU,memory,anddiskspace(forlogfilesandbackups)aretypicallymuchlargerduringanupgradethanatruntime.
Note:Ifyoudonotcompletethesetasksintheorderlisted,thesuccessoftheupgradecouldbecompromised.
xviiiTechnologyStackComponentsDuringtheupgradeprocess,RapidInstallinstallsandconfiguresrequiredtechnologystackcomponentsincluding:Oracle8idatabaseserver(8.
1.
7.
4)OracleFormsServer,OracleReportsServer,OracleGraphicsDeveloper6iOracleHTTPiASserver(1.
0.
2.
2)JInitiatoronthePCclientSeetheCertifywebpageforthelatestcertificationinformation.
AccessCertifyfromOracleMetaLink(ProductLifecycle>Certifications).
SoftwareThisreleaseofOracleApplicationsrequiresJavaDevelopmentKit(JDK).
SeeWhattoDoFirstinInstallingOracleApplicationsformoreinformation.
UNIXandWindowsplatformsrequireadditionaltoolstocompletetheinstallation.
Bothsingle-userandmulti-userinstallationsrequirethefollowingutilities,whichmustbeinstalledonallservernodesinthePATHoftheuseraccountthatrunsRapidInstall:UNIX:ar,cc,ld,makeWindows:cc,gnumake,linkSeeOracleApplicationsInstallationUpdateNotesforplatform-specificsoftwarerequirements.
CPUTheCPUrequirementsforanupgradedependonmanyfactors,including:ThesizeofthedatabaseTheamountofdataintheprimaryproductinstallationgroup(ifyouareconvertingtoMulti-Org)AdditionalInformation:SeeFrequentlyAskedQuestionsaboutCertify,OracleMetaLinkDocID:119139.
1.
xixThenumberofoperatingunitsforwhichseeddataisbeingreplicatedTheimpactofthechangefromrule-basedoptimizertocost-basedoptimizer(CBO)oncustomizedcodeThenumberanddurationoflong-runningprocessesinRelease11iproductsSeeOracleApplicationsMaintenanceUtilitiesforrecommendationsonthenumberofworkerstouseduringtheupgrade.
SeealsoLong-runningProcesses.
MemoryTocalculatethememoryrequirementsfortheupgrade,consider:NumberofformsserversNumberofconcurrentusersInfrastructurerequirementsformulti-tieredarchitectureDatabaseSizeToestimatetheincreaseinrequireddiskspaceforupgrading,considerthenumberoflanguagesbeinginstalledandthechangeinthedatamodel—largelydrivenbyOrderManagementandSales/MarketingandServicesproducts.
TablespaceYourdatabaseadministratorshouldtakeintoaccountthefollowingtypesoftablespaces,whichshouldbesetupbeforeyouupgrade:SYSTEMtablespace,largelyaffectedbythenumberofpackagesandlanguages.
RollbacksegmentsTemporarytablespace(usuallyTEMP)Producttableandindextablespaces,includingdefaulttablespace,additionalspaceforlanguages,andcountry-specificfunctionalityExaminethesystemtablespace,temptablespace,androllbacksegmentsizesduringtheupgradetestrunstodeterminetheminimumspaceneededtocreatenewApplicationsPL/SQLpackagesintheproductionupgrade.
WerecommendsettingaminimumSYSTEMtablespaceof7GBandaminimumTEMPtablespaceof1GBAdditionalInformation:Seetheproduct-specificdocumentationformoreinformation.
SeealsoAppendixAinInstallingOracleApplications.
xxbeforeyouperformtheupgrade.
Notethatthesearerecommendationsonly.
Youshouldtrackandadjustthesizingbasedonyourtestingexperience.
Inaddition,usethescriptprovidedinStep2oftheDatabaseUpgradeTasksinChapter2tohelpcreatetablespacesfornewproductsandresizetablespaceforexistingones.
BlockSizeThisreleaserequiresanORACLEdatabaseblocksizeof8Korlarger.
Inadditiontoprovidingsignificantperformanceimprovement,OracleApplicationshassomeindexesthatrequireaminimumblocksizeof8K.
Ifyouusea2Kor4KORACLEblocksize,youmustmigratethedatabasetoablocksizeof8K(orlarger)beforeyourunAutoUpgrade.
BatchCommitSizeBatchcommitsizedeterminesthenumberofrowstocommitatonetimewhencertainscriptsrun.
StartingwithRelease11.
0,manyscriptsthatprocesspotentiallylargequantitiesofdataacceptaparameterthatspecifiesthebatchcommitsize.
ThisparameterisautomaticallypassedbyAutoUpgradetothescript.
AutoUpgradepromptsyoutoenterabatchcommitsizeanddisplaysadefaultvalue.
Werecommendthatyouacceptthedefault.
SchedulingTimefortheUpgradeInanupgrade,crucialdowntimereferstotheperiodoftimewhenuserscannotuseOracleApplications.
ItincludesthetimeittakestoperformalltheCategory3and4upgradesteps,plusthetimeittakesforAutoUpgradeandAutoPatchtorun.
Toprovideabaselineforupgradeexecutiontimesandanopportunitytoworkoutanyupgradeissuesaheadoftime,performatestupgradeofyourexistingsystem,usinghardwaresimilartowhatyouusefortheproductionupgrade.
Atestupgradeisespeciallyimportantifyoursystemhasbeencustomized.
Duringatestupgrade,usetheRelease11iUpgradeAssistantSpreadsheettocalculatecrucialdowntime,totalupgradetimebycategory,andtotalupgradetimeoverall.
ThetimingstatisticsgatheredontheUpgradeAssistantSpreadsheetallowyoutoestablishabenchmarkforsubsequenttestupgradesand,finally,fortheAdditionalInformation:SeeCreatingTablespacesinOracle8iAdministrator'sGuide.
xxiproductionupgrade.
ThespreadsheetisincludedontheOracleApplicationsDocumentationCD.
TheUpgradeManualScriptTheUpgradeManualScript(TUMS)examinesthecurrentconfigurationandcreatesareportthatliststheupgradestepsthatdonotapplytoyoursystem.
BecauseTUMSreportsonauniqueconfiguration,itsoutputisrelevantonlytoyourupgrade.
OmittingthestepslistedintheTUMSreportcansignificantlyreducethetimeittakestoperformtheupgrade.
RunTUMSinCategory1,beforeyoubegintheupgradeprocess.
ForinformationondownloadingandapplyingtheTUMSpatch,seeUpgradeManualScript(TUMS)Utility(DocID:230538.
1)onOracleMetaLink.
UpgradeAssistanceProgramTheUpgradeAssistanceProgram,providedatnoextrachargebyOracleSupportServices,helpsyouplanandperformtheupgrade,providesapatchingstrategy,andensuresasmoothupgradeproject.
ItincludesautilitycalledtheE-Business11iUpgradeAssistant,whichconsolidatestheinformationinUpgradingOracleApplicationsandotherupgraderesourcestotakeyouthroughtheupgradeinamethodicalandrepeatablesequenceofsteps.
FormoreinformationabouttheUpgradeAssistanceProgramandE-Business11iUpgradeAssistant,seeOracleMetaLinkdocument215527.
1.
MinimizingUpgradeDowntimeRapidInstallcreatesthenewfilesystemsfortheapplicationtiercomponentsandthenewfilesystemforthedatabase.
Thiseliminatestheneedformanypreviouslyrequiredtasks,suchasre-linkingapplicationexecutablesandgeneratingform,report,andmessagefiles.
InadditiontoperformingatestupgradeandrunningtheTUMSutility,considerthesetipsforreducingdowntime:PerformallCategory1and2stepsbeforemakingthesystemunavailabletoendusers.
WerecommendyoumigrateorupgradethedatabaseinCategory1.
Theupgrademayrequiremoredatabaseserverresourcesthannormalruntimeusage.
Somecustomersenjoyperformancegainsbyinstallingtheadministrationserveronadifferentnodethanthedatabaseserver,thusallowingmoreCPUtoparticipateintheupgrade.
xxiiClonethesystem.
CreateanidenticalcopyoftheexistingOracleApplicationssystemtouseintheupgrade.
RefertoCloningYourSysteminOracleApplicationsMaintenanceProceduresfordetails.
MigratingorUpgradingtheOracleDatabaseYoucanmigrateorupgradetheexistingdatabaseeitherinCategory1orinCategory3.
IfyoumigrateorupgradeinCategory1,youmustapplytheappropriateinteroperabilitypatchforyourOracleApplicationsreleaselevelsothatthe10.
7or11.
0Applicationscontinuetoworkwiththe8.
1.
7.
4databaseuntilyourunAutoUpgradetocompletetheproductupgrade.
ThedatabasemigrationorupgraderequirementsaredifferentifyoumigrateorupgradeinCategory3.
Readandunderstandbothsetsofstepsbeforeyoubegin.
RunningRapidInstallcreatesacompleteOracle8i8.
1.
7.
4technologystack.
Whileyoumayinstallthedatabaseonyourown,Oraclerecommendsthatyouusethe8.
1.
7.
4technologystacksothatallscriptsfunctionwithoutneedformodification.
Long-runningprocessesCertainchangesinRelease11ihaveresultedinlong-runningprocesses,whichmayrequiretuningtooptimizeperformanceduringtheupgrade.
Toidentifylong-runningprocesses,review$APPL_TOP/admin//out/adt00001.
lst(UNIX)or%APPL_TOP%\admin\\out\adt00001.
lst(Windows).
Long-runningprocesseshavebeenidentifiedinthefollowingareas:conversionofdatabasefromrules-basedoptimizationofSQLqueriestocost-basedoptimization.
migrationofexistingdateandnon-integerdatafromcharactercolumnstodateandnumbertypecolumns.
SeeChapter5,GlobalAccountingEngineTasks.
certainOraclePayablesconversionscriptsNote:Donotmigrateorupgradethedatabasetwice—ifyoucompletethisstepinCategory1,donotperformitagaininCategory3.
AdditionalInformation:SeeOracle8iMigrationandOracle8iUtilities.
xxiiiPerformanceofsomeupgradescriptscanbesignificantlyimprovedbychangingthefollowingdatabasesettingsforthedurationoftheupgrade.
hash_area_size(init.
oraparameter)ControlstheamountofmemorythatOraclecanuseforhashjoinprocessing.
Oraclerecommendsavalueof30MBforthehashareasize,providedthatthedatabaseserverhassufficientavailablememory.
Youcancalculatethemaximumamountofmemorythatcanbeusedforthisparameterbydividingtheamountofavailablememory(aftertakingintoconsiderationthesizeoftheSGAandtheuserprocesses)bythevalueoftheparallel_max_servers.
parallel_max_servers(init.
oraparameter)Controlsthemaximumnumberofparallelqueryserverprocessesrunninginthedatabase.
Oraclerecommendsavalueequalto4timesthenumberofCPUs.
TemporarytablespaceThisspace(usuallyTEMP)shouldbecreatedasalocallymanagedtablespaceusingthetemporaryfileoptionwithauniformallocationsize.
Ifthetemporarytablespaceisnotdefinedinthisway,dropthetemporarytablespaceandrecreateitusingthefollowingexampleasatemplate:SQL>droptablespaceTEMP;SQL>createTEMPORARYtablespaceTEMPtempfile'ts_p_temp1.
dbf'size2048MEXTENTMANAGEMENTLOCALUNIFORMSIZE1M;Toverifythatthetemporarytablespacehasbeencreated,executethefollowing:SQL>selectCONTENTS,EXTENT_MANAGEMENT,ALLOCATION_TYPEfromdba_tablespaceswheretablespace_name='TEMP';Thequeryoutputshouldbe:CONTENTSEXTENT_MANAGEMENTALLOCATION_TYPETEMPORARYLOCALUNIFORMAftertheupgrade,changethehash_area_sizeandparallel_max_serverssettingsbacktothedefaults,andrestorethepreviousstorageparametersforthetemporarytablespace.
Duringtheupgrade,usea1MBuniformextentsizeforthetemporaryxxivtablespace.
Aftertheupgrade,lowertheextentsizeforthetemporarytablespacetoavaluethatislessthan1MB(forexample,128K).
ImportantUpgradeConsiderationsSomeofthenewRelease11ifunctionalitymayaffectthewayyouuseApplicationsproductsaftertheupgrade.
Foralistofchangesandenhancements,refertotheOracleApplicationsProductUpdateNotes,theAboutdocumentsonOracleMetaLink,andtheproductimplementationmanualsanduser'sguides.
TheOracleApplicationsProductUpdateNotesisreleasedwitheachmajorrelease,sothecurrentversiondocumentsonlythechangesbetweenRelease11.
0and11.
5.
1.
However,therehavebeenmanyenhancementssincethattime.
TheseenhancementsaredocumentedintheReleaseContentDocuments(RCD).
Inaddition,datamodelchangesareavailableintheElectronicTechnicalReferenceManual(eTRM).
BothdocumentsareavailableonOracleMetaLink.
ArchitectureOracleApplicationsConceptscontainsacompletediscussionofthearchitectureinthisrelease,includinginformationabouttheOracleApplicationsmulti-tieredarchitecture,Release11ienhancements,languagesupport,filesystemstructure,andthebasicdatamodel.
BackupWestronglyrecommendthatyoubackupthedatabasebeforeyoubegintheupgradeasasafeguardagainstunexpecteddatalossandapplicationupgradeerrors.
Character-modeEnvironmentsIfyouareupgradingfromacharacter-modeenvironment,therearesignificantinfrastructureconsiderations.
Forexample,youmustunderstandwhichtypeofserverrequiresaninstallationofeachproduct.
SeeOracleApplicationsConceptsformoreinformation.
Cost-basedOptimization(CBO)OptimizationistheprocessofchoosingthemostefficientwaytoexecuteaSQLstatement.
IntheOracleRDBMS,andinOracleApplicationsRelease11i,theOracleAdditionalInformation:SeeDatabaseInitializationParametersinOracleApplications(OracleMetaLinkDocID:216205.
1).
xxvoptimizerusescost-based,ratherthanrule-based,optimization.
Cost-basedoptimizationdynamicallydeterminesthemostefficientaccesspathsandjoinmethodsforexecutingSQLstatementsbytakingintoaccountstatisticssuchasthesizeofeachtableandtheselectivityofeachquerycondition.
Release11irepresentsatransitionfromrule-basedtocost-basedoptimization.
BecauseCBOisenabledduringtheAutoUpgradeprocess,thepre-upgradestepsinthisbookarerule-based,whilestepsperformedafteryourunAutoUpgrade(post-upgrade)arecost-based.
YoumaywanttoevaluatetheimpactofCBOoncustomcodeinthetestsystembeforeyoubegintheupgrade.
DatabaseInitializationParametersInitializationparametersrequiredateachstageoftheupgrademayvarydependingonwhenyouupgradeyourdatabase.
Youshouldreviewtherequirementsfortheseparametersbeforeyoubegintheupgrade.
SeeOracleMetaLinkdocumentDatabaseInitializationParametersforOracleApplications(DocID:216205.
1).
DroppingObsoleteColumnsDuringtheupgradeprocess,theOracleRDBMSDROPCOLUMNcommandmarksOracleApplicationscolumnsasunusedinthedatadictionary,makingitpossibleforthesystemadministratortodropthecolumnsandreclaimtheassociatedspace.
Itisagoodideatoplanthisreclamationaheadoftimebecausetheprocesslockstheassociatedtables.
Oncethespaceisreclaimed,theupgradeddatamodellooksmorelikeafreshinstall(exceptforcustomizations).
NotethatDROPCOLUMNhasnoeffectoncustomcolumns.
InactiveorPartiallyImplementedInstalledProductsYoumustperformupgradestepsforeveryinstalledproductregardlessofwhichproductsyouactuallyuse.
Forexample,ifyouhaveOracleHumanResourcesfullyinstalledbutonlypartiallyimplemented,youmuststillperformtheOracleHumanResourcesupgradesteps.
Allproductsareinstalledinthedatabase.
Therefore,somesteps,likedroppingobsoleteobjectsaftertheupgradeiscomplete,mustbeperformedforallproducts.
AdditionalInformation:SeeCost-basedOptimizationinOracleApplicationsConcepts,Cost-basedOptimizationinOracleApplicationsinOracleApplicationsSystemAdministrator'sGuide,andIntroductiontoOptimizationinOracle8iConcepts.
xxviInstalledvs.
LicensedProductsRapidInstallcreatestheOracleApplicationsfilesystem,andAutoUpgradeupgradesalldatabaseobjects,regardlessoflicensestatus.
WhenmaintainingOracleApplications,AutoPatchcopiesonlythefilesappropriatefortheAPPL_TOPconfiguration.
Forexample,reportfilesarenotcopiedintoanAPPL_TOPthatisconfiguredasaformsserver.
Inaddition,tosavetimeduringpatching,AutoPatchdoesnotgenerateanyfilesforunlicensedproducts.
InvokerRightsThenewOracleRDBMSInvokerRightsfeatureensuresthatmostpackagesareinstalledonlyintheAPPSschema.
Otherschemas,suchastheMRCschema,havesynonymstothepackagesintheAPPSschema,andthecorrespondingpackagesintheAPPSschemahavegrantstotheMRCschema.
PL/SQLroutinesuseInvokerRightstoaccessthepackageintheAPPSschema.
InanMRCdatabase,thiscanmarkedlydecreasethesizeofthedatabaseandshortenthetimeneededforupgrade,patching,andmaintenancetasks.
MultipleDatabasesWhenperformingupgradestepsformultipledatabasesthatsharethesameadminfilesystem,runeachstepfrom$APPL_TOP/admin//out(UNIX),orfrom%APPL_TOP%\admin\\out(Windows),insteadof$APPL_TOP/admin/outtoreducethelikelihoodofoverwritingfiles.
SharedProductsYoutypicallyperformupgradestepsonlyfortheproductsyouhavefullyinstalled.
However,youmayneedtoperformupgradestepsforsomeproductsinstalledasshared(dependent)products.
Todeterminethedependentproductsyouhaveinstalled,run$AD_TOP/sql/adutconf.
sql(UNIX)or%AD_TOP%\sql\adutconf.
sql(Windows).
Note:InaMulti-Orginstallation,youdefinedanOperatingUnitandsetthesite-levelAOLprofileoptionMO:OperatingUnittousethisnewoperatingunit.
Donotdeletethisprofileoption.
Ifyoudo,youcannotcompletetheupgradeprocesssuccessfully.
AdditionalInformation:SeeOracleApplicationsConceptsformoreinformation.
xxviiWindowsPlatformsOnWindowsplatforms,Release11iapplicationtiercomponents(formsserver,webserver,concurrentprocessingserver,andadminserver)mustbeinstalledonnodesthatdonothaveexistingRelease10.
7orRelease11.
0installations.
IfyouinstallOracleApplications11ionanodethathasexistingApplications10.
7or11.
0components,theregistrysettingswillbechangedandthosecomponentswillnolongerbeusable.
10SCGlobalDemoDatabaseDatainProduction16(10SC)GlobalDemodatabasesisnotsupportedinRelease11i.
SeeOracleCommonModulesTasksinChapter3formoreinformation.
LanguagesandCharacterSetsEachadditionallanguagemaytakeupto200MBofspaceinthedatabase.
Withoutsufficientspaceforthisgrowthyoumayencountererrorsduringtheupgradeorwhileapplyingthetranslations.
Ifyoudo,increasetheaffectedtablespaceandrestarttheprocess.
Youmustretaintheoriginallanguageconfigurationuntiltheentireupgradeiscomplete(includingthepost-upgradeandfinishingsteps).
Afteryoucompletetheupgrade,usetheLicenseManagertochangethelanguage,ifnecessary.
CharacterSetsIfyouneedtochangethecharactersetoftheAPPL_TOP,youcandosoeitherbeforeoraftertheupgrade.
Ifyouchoosetochangeitbeforetheupgrade,maketheselectionontheappropriateRapidInstallWizardscreen.
But,youmustwaituntilaftertheupgradetochangethedatabasecharacterset.
ThecharactersetoftheAPPL_TOPmustbecompatiblewiththedatabasecharactersetatalltimes—donotchangeitbeforetheupgradeinanticipationofchangingthedatabasecharactersetaftertheupgrade.
ChangingcharactersetsinthedatabaseisconsideredanOracleConsultingsolution.
AdditionalInformation:SeeManagingTablespacesinOracle8iAdministrator'sGuide.
Warning:Ifyouchangethecharactersetontheapplicationtiertoonethatisnotcompatiblewiththecurrentdatabasecharacterset,theupgradedinstallationwillbeunusable.
xxviiiEnhancedMultilingualSupportExternaldocuments,suchascustomerinvoicesandpackingslips,areavailableinthelanguageofthecustomer'schoice,allowinguserstoenterandviewinformationintheirlanguageofchoice.
FormsandReportsDeveloper6i(patchset6)isrequiredforthisrelease.
ItisdeliveredbyRapidInstall.
Notethefollowingchangestoformsandreportsinthisrelease.
FlexibledateformatsOracleApplicationssupportsFlexibleDateFormatinFormsDeveloper6i.
AnyformatforwhichSQLprovidesamaskisvalid,andanydatespassedtothedatabasearestoredcanonicallywiththeexceptionofreports,whichalwaysdisplaydatesasDD-MON-RRRR.
MultipleradixsupportEnterandviewnumbersinformsusingtheradixformatappropriatetothecountryofoperation,usingeithertheperiod(fullstop)characterorcommaastheradix.
Forexample,youcanenter1.
02and100,000.
02or1,02and100.
000,02.
theOracledatabaseserverstoresallnumbersanddatesuniformly.
SitelevelpreferencessetduringinstallationbyRapidInstalldeterminewhichcharacterisinterpretedastheradix.
CustomizedEnvironmentsCustomizedcodemayrequirespecialattentionduringanupgrade.
TheinstructionsinthisbookassumethatyouhavefollowedthestandardsforcustomizingOracleApplicationsexactlyasdescribedintheOracleApplicationsDeveloper'sGuideandtheOracleApplicationsUserInterfaceStandardsforForms-basedProducts.
Topreservecustomizationsandminimizetheimpactduringtheupgrade,youmust:FollowtheinstructionssetoutintheOracleApplicationsDeveloper'sGuideAttention:Ifyouareinstallingadditionallanguages,seeInternationalizationSupportinOracleApplicationsConcepts.
AdditionalInformation:SeeOracleApplicationsConcepts.
SeealsoAppendixBinOracleApplicationsUser'sGuide.
xxixReadandunderstandtheinformationaboutupgradingcustomizationsintheCustomizationStandardschapteroftheOracleApplicationsDeveloper'sGuideMaintaincompletedocumentationforcustomizationsBackupcustomizationsbeforetheupgradeUpgradesandPatchesPayspecialattentiontotheOracleApplicationsUpgradesandPatchessectionintheOracleApplicationsDeveloper'sGuide.
Itcontainsimportantinformationabouthowtheupgradetreatscustomizations.
ProtectingDatainRenamedFilesBecausefilescanberenamedbyvariouspeopleforavarietyofreasons,itisagoodideatoprotectthemduringtheupgrade.
Therefore,ifyouhaverenamedfilesusingtheold,new,oranyothergenericdesignation,renamethembeforeyoubegintheupgradetopreventthemfrombeingaccidentallyoverwritten.
CustomizedReportsandFormsSQL*Report(RPT),theflexfieldAPIsFlexRpt,andFlexSQLarenolongersupported.
RewriteanycustomreportsthatusetheseprogramswithatoolsuchasOracleReportsDeveloper.
CustomizedHelpFilesThehelpfilesinthisreleaseareinHTMLformat,makingthemeasytomodifyusingacommercialwebbrowser/editor.
YoucannotreapplypreviouslycustomizedhelpfilestoRelease11i.
Therefore,itisimportantthatyousavethepre-upgradecustomizedhelpfilesasareference.
Warning:Customizinganyconcurrentprogramdefinitions,menus,valuesets,orotherseededdataprovidedbyOracleApplicationsisnotsupported.
Theupgradeprocessoverwritesthesecustomizations.
AdditionalInformation:SeeCodingOracleReportsConcurrentProgramsinOracleApplicationsDeveloper'sGuide.
SeealsoUpgradingCustomFormstoRelease11iinOracleApplicationsDeveloper'sGuide.
xxxApplication-specificInformationTheinformationinthissectionappliestospecificApplicationsinthisrelease.
Formoreinformation,seeReleaseContentDocumentsandFeaturesSummaryMatricesonOracleMetaLink.
SalesandMarketing,Service,IncentiveCompensationIfyouhaveanyofthefollowingapplicationsandyoursystemisOracleApplicationsRelease10.
7,11.
0,or3i,youcanupgradedirectlytoOracleApplications11.
5.
9.
Thefollowingproductsarecoveredinthisupgradeprocess:MarketingSalesIncentive(Sales)CompensationServiceContractsInstallBaseIfyouareusinganyoftheseproductsinRelease10.
7orRelease11.
0ofOracleApplications,followtheinstructionsinOracleMetaLinknote236954.
1inadditiontothisbookasyouupgradetoRelease11i.
PublicSector/UniversityThefollowingnewandredesignedPublicSector/Universityproductsareincludedinthisrelease:OraclePublicSectorBudgetingOraclePublicSectorFinancials(International)OracleGrantsAccountingOracleGrantsProposalOracleLaborDistributionOracleStudentSystemOracleU.
S.
FederalFinancialsAdditionalInformation:SeeCustomizingOracleApplicationsHelpintheOracleApplicationsSystemAdministrator'sGuide.
xxxiTheseproductsaddfunctionalitybuiltonexistingOracleApplicationsproducts.
Payspecialattentiontothemanualupgradestepsinthisbook,aswellastheimplementationand/orsetupstepsintheproduct-specificdocumentation.
FlexBuilder/AccountGeneratorInRelease11.
0,FlexBuilderwasreplacedbytheAccountGeneratorusingOracleWorkflow.
IfyouusedFlexBuilderinRelease10.
7tobuildAccountingFlexfieldcodecombinations,youmusthaveOracleWorkflowinstalledandsetuptousetheAccountGenerator.
AutoUpgradeinstallsOracleWorkflowforyou.
However,youmustcompletesomeadditionalsetupstepsaftertheAutoUpgradeprocessing.
IfyouplantocustomizetheAccountGeneratorconfiguration,installtheOracleWorkflowBuilderonthedesktopclient.
Beforetheupgrade,reviewthewayeachproductusestheAccountGeneratortogenerateAccountingFlexfieldcodecombinations.
ConsiderwhetherthedefaultAccountGeneratorprocessesareappropriateforeachproduct,andappropriateforeachsetofbooksthatusesauniqueAccountingFlexfieldstructure.
Foreachstructureandsetofbooks,youcanchooseto:usethedefaultAccountGeneratorprocessusethepreviouslycustomizedRelease10.
7FlexBuilderassignmentcreatedforRelease11iintheupgradeprocesscustomizethedefaultAccountGeneratorprocessThischoicedetermineswhichpost-upgradestepsyoumustperform.
Note:OracleU.
S.
FederalFinancialsVersion2.
0appliestoOracleApplicationsRelease10.
7,andVersion3.
3appliestoRelease11.
0.
3.
AdditionalInformation:SeeOverviewoftheAccountGeneratorinOracleApplicationsFlexfieldsGuide.
SeealsoOracleWorkflowAdministrator'sGuideandOracleWorkflowDeveloper'sGuide.
Note:ReferencestoFlexBuilderapplytoOracleProjectsonlywithrespecttoprojecttransactionsthatinterfacewithOraclePayablesandOraclePurchasing.
Forotherpurposes,OracleProjectscontinuestouseAutoAccounting.
xxxiiARSeedDataChangesinRelease11.
0TointerfacedraftinvoicestoOracleReceivables,OracleProjectspre-definesacontextfortheARTransactionflexfield,andalsopre-seedsabatchsource,transactiontypes,andgroupingandorderingrulesforProjectsinvoicesinReceivables.
ThefollowingchangesweremadeinRelease11.
0totheOracleProjectsseeddatainOracleReceivables.
Innewinstallations,youseeonlythenewdata.
InupgradesfromRelease10.
7,theseseeddatachangesdonotapply.
However,youcontinuetoseethenewvalues(PROJECTS)aswellastheoldvalues(PA).
Continuetouseonlytheoldvalues.
Newdataisreplicatedforthenewoperatingunitscreatedinthisrelease.
User-definedCollectionElementsCollectionelementsAvailableQuantity,CompletedQuantity,andShipToLocationarepre-definedandseededinOracleQuality.
Existinguser-definedcollectionelementswiththesenamesarerenamedwiththeprefix@duringtheupgrade.
Forexample,AvailableQuantitybecomes@AvailableQuantity.
Asaresult,aftertheupgradeyouhavetwocollectionelementswithsimilarnames.
Whenyoucreatecollectionplansorrunreportsandqueries,considerwhichcollectionelementtouse:theQuality-definedcollectionelementortherenameduser-definedcollectionelement.
SeedDataTypeOldNameNewNameTransactionFlexfieldContextPAINVOICESPROJECTSINVOICESBatchSourcePAINVOICESPROJECTSINVOICESTransactionTypePAInvoiceProjectsInvoiceTransactionTypePACreditMemoProjectsCreditMemoGroupingRulesPAGroupingRuleProjectsGroupingRuleOrderingRulesPAOrderingRuleProjectsOrderingRuleCategory1—BeforeYouReceivetheSoftware1-11Category1—BeforeYouReceivetheSoftwareThischapterdescribestheCategory1steps—theyrequirenothingfromthenewsoftware.
Afteryoucompletethem,youcancontinuetousecurrentOracleApplicationsenvironment.
WerecommendthatyouperformthesestepsassoonasyouknowthatyouwillbeupgradingtoRelease11iofOracleApplications.
DatabaseUpgradeTasksonpage1-2SystemAdministrationTasksonpage1-6ApplicationObjectLibraryTasksonpage1-7OracleAlertTasksonpage1-7OracleWorkflowTasksonpage1-8OracleCashManagementTasksonpage1-9OraclePayablesTasksonpage1-9OracleReceivablesTasksonpage1-10OracleFinancialsforLatinAmericaTasksonpage1-12OracleProjectsTasksonpage1-14OracleHumanResourcesTasksonpage1-16OraclePayroll(U.
S.
)Tasksonpage1-19OracleWorkinProcessTasksonpage1-21OracleLaborDistributionTasksonpage1-22OracleSales/OracleSalesCompensationTasksonpage1-22Database1-2UpgradingOracleApplicationsOracleServiceTasksonpage1-22DatabaseYoumustcompletethetasksinthissectionbeforeyouperformtheApplicationsTechnologystepsortheproduct-specificsteps.
Beforeyoubeginthesetasks,youshouldtakeadvantageofTheUpgradeManualScript(TUMS).
Itcreatesareportthatliststheupgradestepsthatdonotapplytoyourinstallation.
Youcansafelyomitfromtheupgradeanysteponthelist.
ForinformationoncreatingtheTUMSreport,seeUpgradeManualScript(TUMS)Utility(DocID:230538.
1)onOracleMetaLink.
DatabaseUpgradeTasksStep1:BackuptheOracleApplicationsdatabase(recommended)MakeacoldbackupoftheOracleApplicationsdatabase.
Useittorestorethedatabaseifyouencounterproblemsduringtheupgradeprocess.
ChecklistPerformedby1.
BackuptheOracleApplicationsdatabase(recommended)DatabaseAdministrator2.
Maintainmultilingualtables(conditionallyrequired)SystemAdministrator3.
Verifyoperatingsystemlogin(required)SystemAdministrator4.
RenamecustomdatabaseobjectswithApplicationsprefixes(conditionallyrequired)DatabaseAdministrator5.
MigrateorupgradetheOracledatabase(recommended)DatabaseAdministrator/SystemAdministrator6.
BackupOracleApplicationsandcustomizations(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleBackupandRecoveryGuideUsersmustlogoff:YesWarning:ShutdownthedatabasewiththeNORMALoption.
YoumaynotbeabletorestorethedatabasefromthebackupifyouusetheIMMEDIATEorABORToption.
DatabaseCategory1—BeforeYouReceivetheSoftware1-3Step2:Maintainmultilingualtables(conditionallyrequired)IfyoursystemhasactivelanguagesotherthanAmericanEnglish,ensurethevalidityandaccuracyofthemulti-lingualtablesbyrunningtheoptiontomaintainmulti-lingualtablesfromtheMaintainApplicationsDatabaseObjectsmenuinADAdministration.
ForRelease11.
0,thelogfileisin$APPL_TOP/admin//log(UNIX)or%APPL_TOP%\admin\\log(Windows),whereisthenameofthedatabaseagainstwhichyouranADAdministration.
ForRelease10.
7,thefileisin$APPL_TOP/install/log(UNIX)or%APPL_TOP%\install\log(Windows).
ThereshouldbenoORACLEerrors.
Step3:Verifyoperatingsystemlogin(required)Youneedonemainoperatingsystemlogin(typicallyapplmgr)torunAutoUpgradeandtomanageOracleApplicationsproductfiles.
Becauseyouareupgrading,theApplicationsloginhasalreadybeencreated.
Besurethatyoucanlogintoallthemachinesintheenvironmentsthatareaffectedbytheupgradeprocess.
Step4:RenamecustomdatabaseobjectswithApplicationsprefixes(conditionallyrequired)AutoUpgradeautomaticallyrunsascriptcalledaddrpbco.
sql,whichdropsdatabaseobjectsthatmatchstandardOracleprefixes.
Forexample,ifyouhaveacustomstoredprocedurenamedGL_CUSTOMintheschemaforOracleGeneralLedger,itisdroppedduringtheupgrade.
AnobjectnamedXXGL_CUSTOMwouldnotbeaffected.
Topreservethesecustomdatabaseobjects,relocatethemtoanotherschemaorrenamethemsothattheydonotusetheOraclestandardprefixes.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsInstallation,Release10.
7andRelease11Usersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:NoAdditionalInformation:SeeCreatingLoginAccountsinInstallingOracleApplications.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsDeveloper'sGuideUsersmustlogoff:YesDatabase1-4UpgradingOracleApplicationsStep5:MigrateorupgradetheOracledatabase(recommended)YoumustmigratetoOracle8iEnterpriseEditionRelease8.
1.
7.
4asapartoftheupgradeprocess.
Ifyoudonotmigratenow,youmustmigrateorupgradethedatabasebeforeyourunAutoUpgrade.
SeeStep2inDatabaseUpgradeTasksinChapter3.
1.
FollowtheinstructionsintheOracleApplicationsInteroperabilityNotesfortheappropriateOracleApplicationsrelease.
(OracleMetaLinkDocID:148901.
1forRelease10.
7orDocID:148902.
1forRelease11.
0.
)2.
CarefullyreviewtheinformationoninitializationparametersinDatabaseInitializationParametersforOracleApplications(OracleMetaLinkDocID:216205.
1).
Settheappropriateparametersininit.
ora.
3.
GatherdatabasestatisticsforCBOThisreleaserequirestheCost-basedOptimizer(CBO).
UsetheFND_STATSpackage(patch1268797forpre-upgradeuseonly)togatherdatabasestatistics.
DownloadtheupdatefilefromOracleMetaLinkandapplyitusingAutoPatch.
Then,generateCBOstatisticsbyrunningthefollowingscript:Warning:Databaseobjectnamesshouldcontainatleastfourcharactersfortheproductshortname,followedbyanunderscore.
Useonlyletters,digits,andunderscoreswhennamingdatabaseobjects.
Forexample,youcoulddefinethecustomapplicationtousetheshortnameCUST,anddatabaseobjectstouseCUST_.
AdditionalInformation:SeeNamingStandardsinOracleApplicationsDeveloper'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iInteroperabilityPatchreadmefile,Oracle8iReferenceGuide,OracleApplicationsMaintenanceProceduresUsersmustlogoff:YesAttention:Themigrateddatabasemusthaveablocksizeof8k.
SeeBlockSizeinthePrefaceformoreinformation.
ApplicationsTechnologyCategory1—BeforeYouReceivetheSoftware1-5For10.
7UNIXusers:$cd$FND_TOP/patchsc/107/sql$sqlplus/@afstatrn.
sqlFALSEFor10.
7Windowsusers:C:\>cd%FND_TOP%\patchsc\107\sqlC:\>sqlplus/@afstatrn.
sqlFALSEFor11.
0UNIXusers:$cd$FND_TOP/patch/110/sql$sqlplus/@afstatrn.
sqlFALSEFor11.
0Windowsusers:C:\>cd%FND_TOP%\patch\110\sqlC:\>sqlplus/@afstatrn.
sqlFALSEStep6:BackupOracleApplicationsandcustomizations(conditionallyrequired)BackupexistingOracleApplicationsproductfiles,productcustomizations,customizedhelpfiles(inHTML),andtheOracleApplicationsdatabasebeforeyoubegintounloadtheOracleApplicationssoftware.
ApplicationsTechnologyThisportionoftheupgradeappliestoallusers.
Completethesetasksbeforeyouperformtheproduct-specificsteps.
AdditionalInformation:SeeCost-basedOptimization(CBO)inthePreface.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleBackupandRecoveryGuideUsersmustlogoff:YesApplicationsTechnology1-6UpgradingOracleApplicationsSystemAdministrationTasksStep1:Determineattachmentfileuploaddirectory(conditionallyrequired)InReleases10.
7NCAand11.
0,youcouldattachfile-typedocumentstoanyapplicationentitywithOracleApplicationsAttachments.
Thefileswerestoredinadirectoryontheapplicationserver,withitslocationstoredintheAttachmentFileDirectoryprofileoption.
InRelease11i,file-typeattachmentsarestoredinthedatabase.
Inthisstep,determinethelocationofexistingattachmentfiles.
YouwillloadthemintothedatabaseinStep13oftheSystemAdministrationTasksinChapter4.
1.
Asthesystemadministrator,chooseProfile>System.
2.
IntheFindSystemProfileValueswindow,typeAttachmentFileDirectoryintheProfilefield.
PressFind.
3.
Ifaprofileoptionhasbeenset,writedownitscurrentdirectorypath.
Ifthereisnoprofileoption,therearenoattachmentfilestobeupgraded.
4.
Intheoperatingsystemontheapplicationserver,verifythattherearefilesinthedirectoryspecifiedbytheprofileoptionsetting.
Step2:PreservetheCUSTOMlibrary(recommended)MakeabackupoftheCUSTOMlibrary(CUSTOM.
pll)tousewhenyoumigratethelibrarytoRelease11iinStep10oftheSystemAdministrationTasksinChapter4.
ChecklistPerformedby1.
Determineattachmentfileuploaddirectory(conditionallyrequired)SystemAdministrator2.
PreservetheCUSTOMlibrary(recommended)SystemAdministratorPerformifupgradingfrom:10.
7NCA,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationObjectLibrary/WorkflowTechnicalReferenceManual,OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsDeveloper'sGuideUsersmustlogoff:NoApplicationsTechnologyCategory1—BeforeYouReceivetheSoftware1-7ApplicationObjectLibraryTasksStep1:TransitioncustomformstoOracleFormsDeveloper6i(conditionallyrequired)IfyouareupgradingfromtheRelease10.
7character-modeSQL*Forms2.
3,rewritecustomformsinOracleForms6i.
IfyouareupgradingfromRelease10SC(SmartClient),Release10.
7,orRelease11.
0,andtheformsarealreadyinOracleForms4.
5,upgradethemnow.
OracleAlertTasksStep1:PurgeAlertandActionSetCheckalerts(recommended)Forthebestupgradeperformance,it'sagoodideatokeeptheALR_ACTION_HISTORYtablesmall(20,000rowsorless).
Toselectivelypurgealertsinthistable:AdditionalInformation:SeeUsingtheCUSTOMLibraryinOracleApplicationsDeveloper'sGuide.
ChecklistPerformedby1.
TransitioncustomformstoOracleFormsDeveloper6i(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0,10SC(SmartClient)Performedby:TechnicalSpecialistReferencemanual:OracleApplicationsDeveloper'sGuide,OracleApplicationsUserInterfaceStandardsUsersmustlogoff:NoAdditionalInformation:SeeCustomizationStandardsinOracleApplicationsDeveloper'sGuide.
ChecklistPerformedby1.
PurgeAlertandActionSetCheckalerts(recommended)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoApplicationsTechnology1-8UpgradingOracleApplicationsFor10.
7:Downloadandapplypatch451137.
Then,fromtheAOL(APPLSYS)schema,runal451137.
sql(locatedinALR_TOP/patch/107.
sql).
Thescriptpromptsfornumdays(theageofthehistorytobedeleted).
Historyolderthanthenumberofdaysenteredwillbedeleted.
For11.
0:Downloadandapplypatch451137.
Then,astheAlertManager,performthesesteps:1.
NavigatetotheAlertswindow(Alerts>Define)andchooseQuery>Enter.
2.
TypePurge%intheNamefieldandchooseQuery>Run.
3.
ClickEnableandsavethescreen.
ThedefaultforNumdaysis30andforApplicationisALL.
Ifyouleavethesefieldsblank,AlertChecksolderthan30dayswillbedeletedforallapplications.
4.
ChooseRequest>ChecktorunPurgeAlertandActionSetChecks.
Enter"OracleAlert"intheApplicationfield,and"Purge"intheAlertParameterfield.
OracleWorkflowTasksStep1:UpgradetoOracleWorkflow2.
0.
3(required)TocompletetheupgradetoRelease11i,youmustbeusingversion2.
0.
3ofOracleWorkflow.
UsethefollowingcommandinSQL*Plustodetermineyourcurrentversion:selecttextfromwf_resourceswherename='WF_VERSION';Ifthiscommandreturnstheversion"2.
0.
3",nofurtheractionisnecessary.
Iftheversionisnot2.
0.
3,applypatch668409beforeyoucontinuewiththeRelease11iupgrade.
ThepatchisavailableonOracleMetaLink.
ChecklistPerformedby1.
UpgradetoOracleWorkflow2.
0.
3(required)SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleApplicationsMaintenanceUtilitiesUsersmustlogoff:NoFinancialsCategory1—BeforeYouReceivetheSoftware1-9FinancialsReviewthissectionandcompleteonlythetasksfortheOracleFinancialsproductsyouhaveinstalled.
OracleCashManagementTasksStep1:BackupcustomReconciliationOpenInterfaceobjects(conditionallyrequired)IfyouhaveimplementedtheReconciliationOpenInterfaceandcustomizedittoworkinyourenvironment,backupCE_999_INTERFACE_V(view)andCE_999_PKG(package)totheAPPSaccount,orwriteascripttorecreatethemaftertheupgrade.
YouwillreinstalltheminStep1oftheOracleCashManagementTasksinChapter6.
OraclePayablesTasksStep1:Completeoutstandingpaymentbatches(required)ChecklistPerformedby1.
BackupcustomReconciliationOpenInterfaceobjects(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:ReconciliationOpenInterface(OracleCashManagementUser'sGuide)Usersmustlogoff:NoTUMSStepKey:CE_999_BACKUPChecklistPerformedby1.
Completeoutstandingpaymentbatches(required)ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:CancelPaymentBatchandConfirmPaymentBatch(PayablesReferenceManual,Release10.
7);(PayablesUser'sGuide,Release10.
7or11)Usersmustlogoff:NoTUMSStepKey:AP_COMPLETE_OUTSTANDING_PAYMENTSFinancials1-10UpgradingOracleApplicationsIncharacter-mode,navigatetotheCancelPaymentBatchform(\NavigateControlsPaymentResetPaymentBatch)toseeifthereareanyoutstandingpaymentbatchesandtoconfirmorcancelapaymentbatch.
InGUI,asthePayablesManager,choosePayments>Entry>PaymentBatches.
Queryforin-processpaymentbatches.
CompleteorcancelbatchesbychoosingtheActionsbuttonandusingtheActionswindow.
OracleReceivablesTasksStep1:Renamecustomtaxstructure(conditionallyrequired)IfyouhavecreatedacustomizedSalesTaxLocationFlexfieldstructure,renamethecustomizedstructuressoAutoUpgradedoesnotoverwritethem.
AutoUpgradecreatesthefollowingdefaultstructures:Province,Province.
City,City,State.
City,State.
County.
City,NoValidation-Country.
ChecklistPerformedby1.
Renamecustomtaxstructure(conditionallyrequired)SystemAdministrator2.
Savecustomtaxvendorextensionviews(conditionallyrequired)DatabaseAdministrator3.
Verifyrealizedgains,realizedlosses,androundingaccounts(conditionallyrequired)ApplicationSpecialist(Receivables)4.
Migratecustomersaspersons(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoTUMSStepKey:AR_RENAME_CUSTOM_TAXNote:NamethecustomizedSalesTaxLocationFlexfieldstructuresomethingotherthanoneofthesixdefaultstructures.
FinancialsCategory1—BeforeYouReceivetheSoftware1-11Step2:Savecustomtaxvendorextensionviews(conditionallyrequired)IfyouhaveimplementedtheTaxVendorExtensionandcustomizedtheTaxVendorExtensionviews,savethecustomizedcopiesorwriteascripttorecreatethem.
YouwillreinstalltheseviewsinStep2oftheOracleReceivablesTasksinChapter5.
Onceyoucompletethisstep,donotaddanymorecustomizedviewsuntilafteryourunAutoUpgrade.
Step3:Verifyrealizedgains,realizedlosses,androundingaccounts(conditionallyrequired)ForeachorganizationwhereyouhavedefinedaRealizedGains,RealizedLosses,orCrossCurrencyRoundingaccount,verifythateachaccountisenabledandvalidasofthedateyouperformtheupgrade.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleReceivablesTaxManualUsersmustlogoff:NoTUMSStepKey:AR_SAVE_TAX_VENDOR_VIEWAttention:SoftwaretointegrateTaxware(previouslyknownasAVP)andVertexisincludedinReceivablesRelease11and11i.
IfyoupreviouslyintegratedReceivablesRelease10withTaxwareorVertexusingsoftwaresuppliedbytheOracleDesignandMigrationServices(DMS),seeImplementingOracleReceivableswithVertexQuantumRelease11iorImplementingOracleReceivableswithTaxwareSales/UseSystemRelease11i.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideUsersmustlogoff:NoTUMSStepKey:AR_VERIFY_GAINS_LOSSES_ACCOUNTSFinancials1-12UpgradingOracleApplicationsStep4:Migratecustomersaspersons(conditionallyrequired)CustomerrecordsmigratedtoOracleReceivablesarebroughtin,bydefault,asorganizations(companies).
Tomigrateaparticularcustomer(orsetofcustomers)aspersons,settheCUSTOMER_CATEGORY_CODEintheRA_CUSTOMERStabletoCONSUMERforeachsuchcustomer.
OracleFinancialsforLatinAmericaTasksStep1:Importoutstandingbankcollectiondocuments(required)ImportallbankcollectiondocumentsfromtheBankCollectionDocumentsinterfacetables.
FromtheBrazilianPayablesresponsibility,runtheImportBankCollectionDocumentsprogramfromtheStandardRequestSubmissionwindows(Other>Requests>Run).
UsetheImportedCollectionDocumentswindow(CollectionDocuments>Imported>CollectionDocs)toreviewandfixallrejectedbankcollectiondocuments.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleReceivablesUser'sGuideUsersmustlogoff:NoTUMSStepKey:AR_MIGRATE_CUSTOMERSChecklistPerformforthiscountry.
.
.
1.
Importoutstandingbankcollectiondocuments(required)Brazil2.
Restoreallarchivedtechnicalappraisalsandadjustments(recommended)Colombia3.
Printallcompletedtransactions(required)Argentina,Brazil,ColombiaPerformforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Usersmustlogoff:NoReferencemanual:OracleFinancialsforBrazilUser'sGuideRequiresConcurrentManager:YesTUMSStepKey:JL_IMPORT_OUTSTANDING_BANKAdditionalInformation:SeeEnteringandAssociatingCollectionDocumentsinOracleFinancialsforBrazilUser'sGuide.
FinancialsCategory1—BeforeYouReceivetheSoftware1-13Step2:Restoreallarchivedtechnicalappraisalsandadjustments(recommended)WithOracleAssetsforColombia,youcanrunatechnicalappraisalagainstmultipledepreciationbooks.
RestoringarchivedtechnicalappraisalsandadjustmentsensuresthatdatacreatedinRelease11isupgradedtomeetRelease11istandards.
Step3:Printallcompletedtransactions(required)YoumustsuccessfullyprintallcompletedtransactionsbeforeupgradingtoRelease11i.
Incidentssuchasprintingerrorscancauseamismatchbetweenaninvoicetransactionnumberandthenumberonapre-numberedform.
Insuchcases,usetheRegionalReceivablesCopyandVoidprocesstomaintainaccurateauditinformation.
YoucancopyandvoidonlythosetransactionsthathavenotbeentransferredtoGeneralLedger.
Performforthiscountry:ColombiaPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialistUsersmustlogoff:NoReferencemanual:OracleFinancialsforColombiaUser'sGuideRequiresConcurrentManager:YesTUMSStepKey:JL_RESTORE_ARCH_APPRAISALSNote:Ifyouomitthisstep,thetechnicalappraisaldataarchivedinRelease11isnotupgradedtotheRelease11iformat,andyoucannotrestoreitaftertheupgrade.
Also,youcouldunknowinglyrevalueatechnicalappraisalagainstabookinwhichtheappraisalwasalreadyrevaluedinRelease11.
AdditionalInformation:SeeArchiving,Purging,andRestoringTechnicalAppraisalsinOracleFinancialsforColombiaUser'sGuide.
Performforthiscountry:Argentina,Brazil,ColombiaPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JL_PRINT_ALL_COMPLETED_TRXProjects1-14UpgradingOracleApplicationsProjectsReviewthissectionandcompleteonlythetasksfortheOracleProjectsproductsyouhaveinstalled.
OracleProjectsTasksStep1:Completetransferandtiebackofcost,revenue,andinvoices(required)Completethetransferandtiebackprocessesforallcostandrevenuetransactionsandinvoicesduringthenormalprocessingcycle.
WARNING:Ifyouprintcompletedtransactionsaftertheupgrade,printingerrorscouldirreparablycorrupttheaudittrailfortransactionsyouhavealreadytransferredtoGeneralLedger.
ChecklistPerformedby1.
Completetransferandtiebackofcost,revenue,andinvoices(required)ApplicationSpecialist(Projects)2.
ClearTransactionInterfacetable(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)3.
Transferassetlinesandpostmassadditions(conditionallyrequired)ApplicationSpecialist(Projects)4.
Upgradetothenewsummarizationmodel(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7(allversionsexceptcharactermode),11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesProcessNameProcessNamePRC:TiebackExpenseReportsfromPayablesPRC:TiebackInvoicesfromReceivablesPRC:TiebackLaborCostsfromGeneralLedgerPRC:TiebackRevenuesfromGeneralLedgerPRC:TiebackTotalBurdenedCostfromGLPRC:TiebackUsageCostsfromGLProjectsCategory1—BeforeYouReceivetheSoftware1-15Torunaprocess,chooseOther>Requests>Run.
IntheSubmitRequestwindow,entertheprocessnameandsubmittherequest.
RuneachprocessagainjustbeforeyourunAutoUpgradetoensurethatalldataintheinterfacetablesisprocessed.
Step2:ClearTransactionInterfacetable(conditionallyrequired)Performonlyifyouhaveanypendingtransactionsinthetransactioninterfacetable(PA_TRANSACTION_INTERFACE_ALL).
ImportallpendingtransactionsfromthetransactioninterfacetableintoOracleProjects.
ChooseOther>Requests>Run.
IntheSubmitRequestwindow,enterPRC:TransactionImportandsubmittherequest.
TheTransactionImportprocesspromptsyouforaTransactionSource.
Tobecertainthatthetableiscleared,runtheTransactionImportprocessforeachTransactionSource.
Iftheprocessrejectsanyrecords,fixthemandruntheTransactionImportprocessagain,ordeletetherecordsfromthetable.
RunthisprocessagainjustbeforeyourunAutoUpgradetoensurethatalldataintheinterfacetablesisprocessed.
Step3:Transferassetlinesandpostmassadditions(conditionallyrequired)IfyouusetheCapitalProjectsfeatureinOracleProjects,completethetransferofassetlinestoOracleAssetsaspartofthenormalprocessingcycle.
Totransferassetlines,chooseOther>Requests>Run.
IntheSubmitRequestwindow,enterPRC:InterfaceAssetsandsubmittherequest.
Performifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesTUMSStepKey:PA_CLEAR_TRANS_INTERFACE_TBLPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesTUMSStepKey:PA_TRANSFER_ASSET_LINESHumanResources1-16UpgradingOracleApplicationsTocreateassetsfromtheassetslinesyoutransferred,runthePostMassAdditionsprograminOracleAssets.
FromtheFixedAssetsManagerresponsibility,chooseMassAdditions>PostMassAdditions.
RuntheseprocessesagainjustbeforeyourunAutoUpgradetoensurethatalldataintheinterfacetablesisprocessed.
Step4:Upgradetothenewsummarizationmodel(conditionallyrequired)Ifyouareusingthepre-Release10.
7accumulationmodel,upgradetothenewsummarizationmodel.
ChooseRequests>Run.
IntheSubmitRequestwindow,enterPRC:UpdateProjectSummaryAmountsandsubmittherequest.
Runthisprocessforallprojects.
HumanResourcesReviewthissectionandcompleteonlythetasksfortheOracleHumanResourcesproductsyouhaveinstalled.
OracleHumanResourcesTasksPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:NoRequiresConcurrentManager:YesTUMSStepKey:PA_UPGRADE_TO_SUMMARIZATION_MODELChecklistPerformedby1.
Updatecustomcodethatreferencesobsoletesynonyms(conditionallyrequired)SystemAdministrator2.
UpdatecustomreportsthatreferenceHRV_andOTV_(conditionallyrequired)SystemAdministrator3.
NotelocationofcustomscriptforSalaryProposalview(conditionallyrequired)DatabaseAdministrator4.
Updatecustomcodeforpositions(conditionallyrequired)SystemAdministrator5.
Updateuser-definedFastFormuladefinitions(conditionallyrequired)SystemAdministrator6.
UpdateVertexgeocodesdata(conditionallyrequired)DatabaseAdministratorHumanResourcesCategory1—BeforeYouReceivetheSoftware1-17Step1:Updatecustomcodethatreferencesobsoletesynonyms(conditionallyrequired)AutoUpgradedropscertainsynonymsthatexistedinRelease10.
7forcompatibilitywithRelease9.
IfyouhavecustomcodethatreferencesoneofthefollowingRelease9names,replaceitwiththeassociatedRelease10.
7name.
Step2:UpdatecustomreportsthatreferenceHRV_andOTV_(conditionallyrequired)AutoUpgradedropsviewsthatbeginHRV_andOTV_.
Ifyouhavecustomreportsthatcontaintheseprefixes,amendthemtoreflectthenewHRMSIntelligenceviews.
Step3:NotelocationofcustomscriptforSalaryProposalview(conditionallyrequired)TheSalaryProposalsview(formerlyPER_SALARY_PROPOSALS_HRV)isrenamedtoHRU_SALARY_PROPOSALStomakeitsnameconsistentwithotherviewsthatcanbecustomized.
Runpeupl01v.
sqlfrom$PER_TOP/admin/sqlPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoTUMSStepKey:PER_UPDATE_CUSTOM_CODERelease9NameRelease10.
7NamePER_LETTER_GENERATION_STATUSESPER_LETTER_GEN_STATUSESPER_ABSENCE_ATTENDANCE_REASONSPER_ABS_ATTENDANCE_REASONSPER_CONTACTSPER_CONTACT_RELATIONSHIPSPER_CLASSIFICATIONSPER_SPECIAL_INFO_TYPESPerformifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoTUMSStepKey:PER_UPDATE_CUSTOM_REPORTSPerformifupgradingfrom:Release10.
7Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoTUMSStepKey:PER_CHECK_SALARY_PROP_VIEWHumanResources1-18UpgradingOracleApplications(UNIX)or%PER_TOP%\admin\sql(Windows)tocreatetheview.
Ifyouhavepreviouslycustomizedthisscript,reapplythechangestothenewlydeliveredscriptusingatexteditor.
ChecktheabsolutelocationofthecustomizedscriptbeforetheupgradesincePER_TOPpointstothenewcodetreeafterupgrade.
Step4:Updatecustomcodeforpositions(conditionallyrequired)BeforeRelease11i,positioninformationwasstoredinthePER_ALL_POSITIONStablein:PER_POSITIONSandPER_POSITIONS_V1.
Now,positioninformationhasbeendatetracked,andtheinformationstoredintheHR_ALL_POSITIONS_Ftable.
Newviews,HR_POSITIONS_Vandotherstandarddatetrackedviews,supportdatetrackedpositions.
Ifyouhavecreatedcustomcodethatreferencestheoldpositiontablesorviews,updateittoreferencethenewdatetrackedones.
Step5:Updateuser-definedFastFormuladefinitions(conditionallyrequired)InVARCHARcolumns,datesarestoredincanonicalformat(YYYY/MM/DDHH24:MI:SSformat,insteadofDD-MON-YYYY),anddecimalnumbersarestoredusingthedecimalplacecharacter(".
"),evenforcountrieswhereadifferentcharacterisstandard(forexample,Franceusesacomma).
WithOracleFastFormula,youcandefinedatabaseitemsorfunctionsforuseinanyformula.
Ifyouhavepreviouslydefinedyourowndatabaseitems,changetheitemdefinitionsandPL/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)".
Performifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoTUMSStepKey:PER_UPDATE_CUSTOM_POSITIONSPerformifupgradingfrom:Release10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesTUMSStepKey:PER_UPDATE_FF_DEFINITIONSHumanResourcesCategory1—BeforeYouReceivetheSoftware1-19Tochangearoutedefinition:Removeto_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".
Step6:UpdateVertexgeocodesdata(conditionallyrequired)VertexGeocodepatchesarereleasedannuallyinJuly.
Eachpatchrequiresthatyouhaveappliedthepreviousyear'spatch.
AutoUpgradeautomaticallyupgradesthesystemtothelatestGeocodedata,ifyouhaveappliedtheprerequisitepatch.
Forexample,foranupgradeinApril2003,youmusthaveapplied(atleast)theGeocodepatchfor2001(releasedinJuly2001).
ForanupgradeinOctober2003,youmusthaveappliedtheGeocodepatchfor2002(releasedinJuly2002).
OraclePayroll(U.
S.
)TasksStep1:UpdatecustomcodeforU.
S.
taxinformation(W4)changes(conditionallyrequired)Ifyouhavebuiltcustomcodethatreferencesoldtablesorviews,updateittoreferencethenewdatetrackedones.
BeforeRelease11,taxinformationwasstoredindescriptiveflexfieldsinPER_ASSIGNMENT_EXTRA_INFO.
Therewerethreeviews:PAY_EMP_FED_TAX_V1,Performifupgradingfrom:Release10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesTUMSStepKey:PER_UPDATE_VERTEXChecklistPerformedby1.
UpdatecustomcodeforU.
S.
taxinformation(W4)changes(conditionallyrequired)SystemAdministrator2.
CompleteallMultipleWorksitereporting(required)TechnicalSpecialist(HR)Performifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoTUMSStepKey:PAY_UPDATE_CUSTOM_W4Manufacturing1-20UpgradingOracleApplicationsPAY_EMP_STATE_TAX_V1,andPAY_EMP_LOCAL_TAX_V1.
InRelease11i,theW4informationhasbeendatetracked.
Therearefournewtables:ThefollowingnewviewshavebeencreatedtosupportdatetrackedW4:Step2:CompleteallMultipleWorksitereporting(required)TheMultipleWorksitereportusesanewgenerichierarchymechanism,whichaltersthewayyourepresenttheenterprisefortheMultipleWorksitereport.
ThisfeaturerequiresadditionalsetupforRelease10.
7users.
CompleteallMultipleWorksitereportingbasedonyourprevioussetup.
ManufacturingReviewthissectionandcompleteonlythetasksfortheOracleManufacturingproductsyouhaveinstalled.
TableTablePAY_US_EMP_FED_TAX_RULES_FPAY_US_EMP_STATE_TAX_RULES_FPAY_US_EMP_COUNTY_TAX_RULES_FPAY_US_EMP_CITY_TAX_RULES_FViewViewPAY_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_VPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(HR)Referencemanual:OracleApplicationsOnlineHelpUsersmustlogoff:NoTUMSStepKey:PAY_MULTI_WORKSITEWARNING:ItiscriticalthatyoucompletethisstepasthenewreportingstructureistheonlyonesupportedinRelease11i.
AdditionalInformation:SeeCreatinganEstablishmentHierarchyinOracleApplicationsOnlineHelp.
PublicSector/UniversityCategory1—BeforeYouReceivetheSoftware1-21OracleWorkinProcessTasksStep1:Closediscretejobsandpurgeunneededdata–WIP(recommended)Tomaketheupgradeprocessrunfaster,closealldiscretejobsthatyouarenolongertransactingandthatyouarepreparedtoclose,andpurgeallunneededdiscretejobsandrepetitiveschedules.
Toclosediscretejobs:AstheManufacturingandDistributionManager,choosetheWIPfunction.
ThennavigatetoDiscreteJobs>Closediscretejobs>Closediscretejobs.
Topurgeunneededdiscretejobsandrepetitiveschedules:AstheManufacturingandDistributionManager,choosetheWIPfunction.
Topurgediscretedata,navigatetoDiscreteJobs>PurgeDiscretejobs>PurgeDiscretejobs.
Topurgerepetitivedata,navigatetoRepetitive>PurgeRepetitiveSchedules>PurgeRepetitiveSchedules.
PublicSector/UniversityReviewthissectionandcompleteonlythetasksfortheOraclePublicSector/Universityproductsyouhaveinstalled.
ChecklistMenuResponsibility>function1.
Closediscretejobsandpurgeunneededdata–WIP(recommended)ManufacturingandDistributionManager>WIPPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(WIP)Referencemanual:OracleWorkinProcessUser'sGuide,Release10.
7andRelease11Usersmustlogoff:NoRequiresConcurrentManager:YesAdditionalInformation:SeeDiscreteJobClose,DiscreteJobPurgeandRepetitiveSchedulePurgeinOracleWorkinProcessReferenceManual,Release10.
7.
SeealsoDiscreteManufacturing,DiscreteJobCloseinOracleWorkinProcessUser'sGuide,Release11.
SalesandMarketing1-22UpgradingOracleApplicationsOracleLaborDistributionTasksStep1:Ensurethattransactionsaresummarizedandtransferred(required)Summarizeandtransferalltransactions.
SeeChapter11,SummarizeandTransferPayrollDistributionsProcedures,OracleLaborDistributionUser'sGuide.
SalesandMarketingReviewthissectionandcompleteonlythetasksfortheOracleSalesandMarketingproductsyouhaveinstalled.
OracleSales/OracleSalesCompensationTasksIfyouhaveimplementedOracleSalesorOracleSalesCompensation,reviewOracleMetaLinknote236954.
1andperformtheadditionalpre-upgradesteps.
ServiceReviewthissectionandcompleteonlythetasksfortheOracleServiceproductsyouhaveinstalled.
OracleServiceTasksIfyouhaveimplementedOracleService,reviewOracleMetaLinknote236954.
1andperformtheadditionalpre-upgradesteps.
ChecklistPerformedby1.
Ensurethattransactionsaresummarizedandtransferred(required)ApplicationSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistReferencemanual:OracleLaborDistributionUser'sGuideUsermustlogoffthisapplication:NoRequiresconcurrentmanager:YesTUMSStepKey:PSP_ENSURE_TRANS_SUM_AND_TRANSFERCategory2—AfterYouReceivetheSoftware2-12Category2—AfterYouReceivetheSoftwareThischapterdescribesCategory2steps—theyrequireunloadingnewfiles,butdonotaffecttheuseofApplicationsproductsattheexistingreleaselevel.
Unlessotherwisenoted,performthestepsthatrequireaformfromthe"old"APPL_TOP,andstepsthatrequireaSQL*Plusscriptfromthe"new"APPL_TOP.
EnvironmentPreparationTasksonpage2-2DatabaseUpgradeTasksonpage2-4SystemAdministrationTasksonpage2-8OracleFlexBuilder/AccountGeneratorTasksonpage2-9OracleGeneralLedgerTasksonpage2-10GlobalAccountingEngineTasksonpage2-13OraclePayablesTasksonpage2-17OracleFinancialsforAsia/PacificTasksonpage2-21OracleFinancialsforEuropeTasksonpage2-28OracleFinancialsforLatinAmericaTasksonpage2-29OracleProjectsTasksonpage2-30OracleInventoryTasksonpage2-41OracleOrderManagementTasksonpage2-42OraclePurchasingTasksonpage2-50OraclePublicSectorFinancials(International)Tasksonpage2-52Environment2-2UpgradingOracleApplicationsEnvironmentAllusersmustcompletethisportionoftheupgrade.
CompletethesetasksbeforeyouperformtheDatabaseUpgrade,theApplicationsTechnology,ortheproduct-specificsteps.
EnvironmentPreparationTasksStep1:RunRapidInstall(required)RapidInstallsetsupthetechnologystack,createsallnecessaryfilesystemsfortheapplicationtiercomponents(APPL_TOPandApplicationstechnologystackORACLE_HOME),andcreatesthenewORACLE_HOMEfortheApplicationsdatabase.
Thereisnoneedtorelinkexecutablesorgenerateforms,reports,andmessagefiles.
GotoChapter1ofInstallingOracleApplicationsandfollowtheinstructions.
Then,gotoChapter4andfollowthestepsforupgradingwithRapidInstall.
Whendirectedtodoso,returntothetasksinthisbookandcontinuewiththepre-upgradesteps.
Note:OnWindowsplatforms,Release11iapplicationtiercomponents(formsserver,webserver,concurrentprocessingserver,andadministrationserver)mustbeinstalledonnodesthatdonothaveexistingRelease10.
7orRelease11.
0installations.
IfyouinstallOracleApplications11ionanodethathasexistingApplications10.
7or11.
0components,theregistrysettingswillbechangedandthosecomponentswillnolongerbeusable.
ChecklistPerformedby1.
RunRapidInstall(required)DatabaseAdministrator2.
Exportenvironmentvariablesandaddcustomsettings(required)DatabaseAdministrator3.
Applyupgradepatchesandupdates(required)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:InstallingOracleApplicationsUsersmustlogoff:NoEnvironmentCategory2—AfterYouReceivetheSoftware2-3Step2:Exportenvironmentvariablesandaddcustomsettings(required)RapidInstallcreatesAPPS.
env(UNIX)orAPPS.
cmd(Windows),whichsetsuptheApplicationsandApplicationstechnologystackenvironments.
ExportthenecessaryenvironmentvariablesbeforeyourunAutoPatchoranyoftheADutilities.
LoginasthedefaultApplicationsuserandfromthenewAPPL_TOP,run:UNIX(fromaBourneshell):$.
APPS.
envWindows:C:\>APPS.
cmdRapidInstallalsosetsenvironmentvariables(suchasJAVA_TOP,OA_JRE_TOP,CLASSPATH,OAH_TOP,andOAD_TOP)in$APPL_TOP/admin/adovars.
env(UNIX),orin%APPL_TOP%\admin\adovars.
cmd(Windowsregistry).
Ifyouhavecustomizedvariablesinadovars,youmayneedtoeditthisfileforallservers(exceptthedatabaseserver)todefinetheseenvironmentvariablesandaddanyothercustomizedsettings,includingcustomapplicationbasepathvariables.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:NoAdditionalInformation:SeeOracleApplicationsConcepts.
SeealsoOracleApplicationsMaintenanceUtilities.
Note:Settingsinadovars.
envorinadovars.
cmdaffectallApplicationsproductgroupsusingthisAPPL_TOP.
Ifyouwishtodefinedatabase-specificcustomizations,addlogictoensureitexecutesonlyfortherelevantproductgroup.
UNIXuserscanalsoaddthelogictotheendofthemainenvironmentfile,afterthecalltoadovars.
env.
However,thislogicmustbere-appliedanytimethemainenvironmentfileisregenerated.
Database2-4UpgradingOracleApplicationsStep3:Applyupgradepatchesandupdates(required)UsingAutoPatchinpre-installmode,applyanyfamilyconsolidatedupgradepatcheslistedinthemostcurrentOracleApplicationsReleaseNotes.
DonotapplytheADmini-packatthistime.
DatabaseAllusersmustcompletethisportionoftheupgrade.
CompletethesetasksbeforeyouperformtheApplicationsTechnologystepsortheproduct-specificsteps.
DatabaseUpgradeTasksStep1:ValidateAPPSschema(s)(recommended)Followtheinstructionsinthissteptogeneratealistofinvalidobjects(.
lst)inthedatabase.
IfyouareupgradingfromRelease10.
7:Runthefollowingscript.
UNIX:$cd$APPL_TOP/admin//out$sqlplus/\@$APPL_TOP/admin/preupg/advrf107.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsReleaseNotesUsersmustlogoff:NoChecklistPerformedby1.
ValidateAPPSschema(s)(recommended)DatabaseAdministrator2.
Setuptablespaces(conditionallyrequired)DatabaseAdministrator3.
Verifycustomindexprivileges(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsMaintenanceUtilitiesUsersmustlogoff:NoDatabaseCategory2—AfterYouReceivetheSoftware2-5Windows:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/\@%APPL_TOP%\admin\preupg\advrf107.
sqlIfyouareupgradingfromRelease11.
0:Tocreatealistofinvalidobjects,runValidateAPPSSchema(s)fromtheMaintainDatabaseObjectsmenuinADAdministrationfromtheoldAPPL_TOP.
Forbothreleases:Reviewthelistandtakecorrectiveactionasindicated.
Then,runtheCompileAPPSschema(s)optionfromtheMaintainApplicationsDatabaseObjectsmenuinADAdministrationtocompiletheinvalidobjects.
Correctallproblemsinthereportbeforeyoucontinuewiththeupgrade.
Step2:Setuptablespaces(conditionallyrequired)PerformthissteponlyifyouhavealreadyupgradedthedatabasetoOracle8iEnterpriseEditionRelease8.
1.
7.
4.
Beforeyousetuptablespaces,settheinit.
oraparameterfordb_files=500.
ConvertexistingtablespacestolocalextentmanagementWerecommendusinglocalextentmanagementtoincreaseperformance.
Toconvertallnon-SYSTEMtablespacesfromDataDictionaryextentmanagementtolocalextentmanagement,runthefollowingscript:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@adtbscnv.
pls\Windows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@adtbscnv.
pls\AdditionalInformation:SeeADAdministrationinOracleApplicationsMaintenanceUtilities.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:YesDatabase2-6UpgradingOracleApplicationsThisscriptlistsproblemsandsuggestsmanualfixes.
Reviewtheoutput(adtbscnv.
lst),fixtheindicatedproblems,andre-runthescriptuntilnoproblemsarereported.
CreatetablespacesfornewproductsandresizeexistingproducttablespacesPerformingthistaskrequirestwoscripts:adgntbsp.
sqlgathersinformationabouttablespacerequirementsandgeneratesadcrtbsp.
sqlusingthatinformation;adcrtbsp.
sqlcreates(andresizes)producttablespaces.
1.
DeterminetablespacerequirementsDeterminetheactionsadcrtbsp.
sqlwilltakebyenteringavalueforwhenyourunadgntbsp.
sql.
EnterNEWtocreatenewproducttablespaces(tablespacesforexistingproductsarenotaffected).
Or,enterALLtocreatetablespacesfornewproductsandtoresizeexistingproducttablespaces.
UNIX:$cd$AD_TOP/patch/115/sql$sqlplus/@adgntbsp.
sqlWindows:C:\>cd%AD_TOP\patch\115\sqlC:\>sqlplus/@adgntbsp.
sql2.
Create(andresize)producttablespaceReviewthetablespacesizinginformationlistedinadcrtbsp.
sql,andspecifythelocationofthedatafiles.
Then,runadcrtbsp.
sqlfromthedatabaseserverastheSYSTEMusertoaddnewproducttablespacesandresizetheexistingproducttablespaces(if=ALL).
Thisactionalsoautomaticallyconvertsnewlycreatedtablespacestolocalextentmanagement.
AdditionalInformation:SeeTemporarytablespaceinthePreface.
SeealsoManagingTablespacesinOracle8iAdministrator'sGuide.
Note:Creatingtablespacesinanyotherwayisnotsupported,andmaycompromisetheupgrade.
ApplicationsTechnologyProductsCategory2—AfterYouReceivetheSoftware2-7Step3:Verifycustomindexprivileges(conditionallyrequired)IfaschemaownsacustomindexonanOracleApplicationstable,ensurethattheschemahasprivilegestodropthecustomindexes.
TheODFComparisonutilitymaytrytodropcustomindexeswhenitmaintainsOracleApplicationstables.
Usethefollowingcommandtoidentifyschemasthatmaycauseproblems:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@afindxpr.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afindxpr.
sqlTheafindxpr.
sqlscriptcreatestwofiles:afpregdi.
lstandafpregdi.
sql.
Theafpregdi.
lstfilelistscustomindexeswithadifferentowneraswellastheowner.
Useafpregdi.
sqltograntDROPANYINDEXprivilegesforanyTABLE_OWNERslisted.
Ifthefileisempty,nofurtheractionisrequired.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@afpregdi.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afpregdi.
sqlApplicationsTechnologyProductsAllusersmustcompletethisportionoftheupgrade.
Completethesetasksbeforeyouperformtheproduct-specificsteps.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoApplicationsTechnologyProducts2-8UpgradingOracleApplicationsSystemAdministrationTasksStep1:Restrictaccesstoadministrationdirectory–allserversexceptdatabase(recommended)SomeAutoUpgradeoutput,suchaslogandrestartfiles,containspasswordstoORACLEaccountsrelatedtoOracleApplications,includingtheSYSTEMaccount.
Werecommendthatyourestrictaccesstotheadministrationdirectorythatcontainsthesefiles.
Typically,youneedtodosoonlyincaseswhereusersrequireaccesstotheserversforotherreasons.
RunthisstepfromthenewAPPL_TOP.
RepeatonallserverswhereyouintendtorunAutoUpgradeorAutoPatch.
UNIX:$cd$APPL_TOP$chmod700adminWindows:C:\>cd%APPL_TOP%C:\>attrib+RadminStep2:Purgeoldconcurrentrequests(recommended)ChecklistPerformedby1.
Restrictaccesstoadministrationdirectory–allserversexceptdatabase(recommended)SystemAdministrator2.
Purgeoldconcurrentrequests(recommended)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:NoSuggestion:Retainlogandrestartfilesonlineuntilyouhaveimplementedyourproductsandtestedthemthoroughly.
OracleSupportServicesmayneedaccesstothesefilesifyouencounterproblemsimplementingorusingyoursystem.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:NoApplicationsTechnologyProductsCategory2—AfterYouReceivetheSoftware2-9Topurgeconcurrentrequests,runthePurgeConcurrentRequestsand/orManagersreport(Requests>Run>SubmitRequest)fromtheoldAPPL_TOPineitherAGE(numberofdaysold)orCOUNT(numberofoldrequeststoretain)mode.
OracleFlexBuilder/AccountGeneratorTasksStep1:IndicateuseofFlexBuilderprocessforAccountGenerator(conditionallyrequired)PerformthissteptousetheGenerateAccountUsingFlexBuilderRulesprocessforaparticularWorkflowAccountGeneratoritemtype.
ThisprocessreplicatestheFlexBuildercustomizationsfromRelease10.
7.
AutoUpgradescriptsupdatetheFlexBuilderrules.
TheGenerateAccountUsingFlexBuilderRulesprocesscontainsthelogicfromthecustomFlexBuilderrules.
Itcontainsafunctionthatretrievesthenecessaryitemattributevalues(correspondingtorawparametersinFlexBuilder)andcallsPL/SQLfunctionstocreatethecodecombination.
Applypatch1570300,thenrunafffcfb.
sqltocheckforinconsistencies:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@afffcfb.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@afffcfb.
sqlRequiresConcurrentManager:YesAdditionalInformation:SeePurgeConcurrentRequestand/orManagerDataPrograminOracleApplicationsSystemAdministrator'sGuide.
ChecklistPerformedby1.
IndicateuseofFlexBuilderprocessforAccountGenerator(conditionallyrequired)SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleApplicationsFlexfieldsGuide,OracleWorkflowAdministrator'sGuide,OracleWorkflowDeveloper'sGuideUsersmustlogoff:YesFinancials2-10UpgradingOracleApplicationsReviewafffcfb.
outfordatainconsistencies.
YoumaybeabletousetheUPDATEstatementinafffcfb.
sqltofixthedata.
Notethefollowingcodesandmeanings:FinancialsReviewthissectionandcompleteonlythetasksfortheOracleFinancialsproductsyouhaveinstalled.
OracleGeneralLedgerTasksStep1:Reviewdailyrates(conditionallyrequired)FB:FlexBuilderKFF:KeyFlexfieldForm-F:FNDFBRFPform(FlexBuilderfunctions)Responsibility:ApplicationDeveloperNavigationpath:Flexfield>FlexBuilder>FunctionForm-P:FNDFBMPAform(FlexBuilderparameters)Responsibility:ApplicationDeveloperNavigationpath:Flexfield>FlexBuilder>ParameterForm-A:FNDFBMASform(FlexBuilderassignments)Responsibility:ApplicationDeveloperNavigationpath:Flexfield>FlexBuilder>AssignForm-K:FNDFFMISform(FlexBuildersegments)Responsibility:SystemAdministratorNavigationpath:Application>Flexfield>Key>SegmentsWarning:Theupgrademayfailifitcontainsdatainconsistencies.
AdditionalInformation:SeeOracleApplicationsFlexfieldsGuide.
ChecklistPerformedby1.
Reviewdailyrates(conditionallyrequired)ApplicationSpecialist(GL)/DatabaseAdministrator2.
Revisecustomprogramsthatautomaticallyloaddailyrates(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)/DatabaseAdministratorReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideUsersmustlogoff:NoFinancialsCategory2—AfterYouReceivetheSoftware2-11PerformthisstepifyoumaintaindailyratesformorethanonesetofbookswiththesamefunctionalcurrencyinthesameRelease10.
7Applicationsinstallation.
Inthisrelease,asinglesetofdailyratesismaintainedforeachApplicationsinstance.
IfyouhavesetupmultiplesetsofbooksinasingleRelease11iApplicationsinstallation,youmustusethesamesetofdailyratesforeachsetofbooks.
Duringtheupgrade,AutoUpgradeanalyzesthedailyratesmaintainedineachsetofbooks.
Foreachdateforwhichdailyratesaremaintained,itlooksforrateconflicts—instanceswheretheFromCurrency,ToCurrency,andConversionRateTypearethesameinmorethanonesetofbooks,butwherethedailyratediffers.
Iftherearenoconflicts,alldailyratesforthatcombinationofFromCurrency,ToCurrency,andConversionRateTypefromallofthesetsofbooksaretransferredintothenewdailyrateset.
Ifconflictsarefound,noratesaretransferred.
ThisprocessisrepeatedforeachcombinationofFromCurrency,ToCurrency,andConversionRateTypeforwhichyoumaintaindailyratesinyoursetsofbooks.
InStep1oftheOracleGeneralLedgerTasksinChapter5,themigrationscriptrequiresyoutospecifyoneoftwooptionsforhandlingconflicts.
Choosedailyratesfrom1setofbookstouseforallsetsofbooks(Option1)Forexample,assumethereare2setsofbooksinoneRelease10.
7Applicationsinstallation.
EachmaintainsdailyratesforconvertingGermanmarkstoU.
S.
dollars(DMtoUSD),ratetypeCorporate.
Assumetheratesare:TUMSStepKey:GL_REVIEW_DAILY_RATESAttention:Descriptiveflexfieldsdefinedfordailyratesarenottransferredduringtheupgrade.
Toretaindescriptiveflexfields,completeStep1oftheOracleGeneralLedgerTasksinChapter5.
Caution:Reviewthedailyratescarefullybeforetheupgradesoyoucanresolveconflictsaftertheupgrade.
Financials2-12UpgradingOracleApplicationsYoumightchoosetousethedailyratesfromSetofBooks(SOB)1forbothsetsofbooks.
Ifso,theinstallationconvertsGermanmarkstoU.
S.
dollarsusingtheserates.
TheSOB2ratesarenotretained.
Migrateonesetofratestoanewratetype(Option2)Usingthesameassumptionsasthepreviousexample,youcankeepthedailyratesfrombothsetsofbooksbymigratingonesetofratestoanewratetype.
Toreviewdailyratesbeforetheupgrade:1.
RuntheDailyRatesConflictreportfromyournewAPPL_TOPforsummaryinformation:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@glurtrpp.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@glurtrpp.
sql2.
Reviewanyconflictingratesonlineineachsetofbookstoidentifythenatureoftheconflict.
Alternatively,runtheDailyRatesListingforeachsetofbooksandcomparethereportsmanually.
Forexample,youcaninstructthepost-upgradescripttomigrateallthedailyratesmaintainedinSOB2toanewratetype,Corp2.
Then,youcaninstructthescripttomigratealldailyratesmaintainedinSOB1totheratetypeCorporate.
DayRateforSetofBooks1RateforSetofBooks201-DEC-1999.
5757.
57602-DEC-1999.
5759.
57603-DEC-1999.
5761.
57604-DEC-1999.
5763.
57605-DEC-1999.
5765.
577Note:ThescriptyouruntoproducetheDailyRatesConflictreportaftertheupgradeisdifferentfromthescriptinthisstep.
FinancialsCategory2—AfterYouReceivetheSoftware2-13Step2:Revisecustomprogramsthatautomaticallyloaddailyrates(conditionallyrequired)PerformthissteponlyifyoucurrentlyuseacustomprocesstoloaddailyratesintoOracleGeneralLedger(orOraclePublicSectorGeneralLedger)Release10.
7.
Thisreleasecontainsanopeninterfacetable(GL_DAILY_RATES_INTERFACE)forautomaticallyloadingdailyrates.
IfyouuseacustomprocesstoautomaticallypopulatetheGL_DAILY_CONVERSION_RATEStable,modifytheprocesstousethenewinterfacetable.
Aftertheupgrade,testthecustomizedloadingprocesstoensurethedailyconversionratesarebeingloadedcorrectly.
GlobalAccountingEngineTasksStep1:Updateaccountingdatamodel(required)Performifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideUsersmustlogoff:NoTUMSStepKey:GL_REVISE_DAILY_RATES_LOADWarning:LoadingdailyratesdirectlyintotheGL_DAILY_RATEStablecancorruptGLdata.
AdditionalInformation:SeeEnteringDailyRatesinOracleApplicationsGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuide.
ChecklistPerformedby1.
Updateaccountingdatamodel(required)DatabaseAdministrator2.
Ensurethattransactionsaretranslated(required)ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)3.
Calculatebalances(conditionallyrequired)DatabaseAdministrator4.
Closeallaccountingperiods(required)ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)Performifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoFinancials2-14UpgradingOracleApplicationsInpriorreleases,asingletransactionintheprimarysetofbookscouldcontainmultipleaccountingsequenceIDs.
However,atransactionintheMRCreportingsetsofbookscouldcontainonlyasingleaccountingsequenceID.
Now,youcanassigncategoriestothesameeventtypesforboththeprimaryandMRCreportingsetsofbooks,sothattransactionsintheMRCreportingsetsofbookscancontainmultipleaccountingsequenceIDs.
Theupgradeprovidescompletefunctionalityforthischange.
However,ifyouappliedpatch1257205(inpatchset11.
0.
AX.
F,orlater)inRelease11.
0toupgradetothenewaccountingmodel,useAutoPatchinpre-installmodetoapplypatch1746184toupdatetheRelease11.
0files.
Toverifythestatusofthedatamodelupdate,typethiscommand:sqlplus/SQL>descAX_SLE_LINES:Iftheapplication_idandset_of_books_idcolumnsexistandarereportedasNOTNULLcolumns,youhaveupgradedtothenew11.
0accountingdatamodel.
Step2:Ensurethattransactionsaretranslated(required)SubmittheAXPostingManagerforallapplicationsandsetsofbooks.
TochecktheconcurrentlogfileforthePostingManagerforeventsthatwerenottranslatedorthatweretranslatedinerror,runaxxpre01.
sqlfromthenewAPPL_TOP.
Theoutputisorderedbyapplication,setofbooks,translationstatus,eventtype,andtransactionnumber.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@axxpre01.
sqlTUMSStepKey:AX_UPDATE_ACCOUNTING_DATAMODELPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)/ApplicationSpecialist(Receivables)Referencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuideUsersmustlogoff:YesRequiresConcurrentManager:YesTUMSStepKey:AX_ENSURE_TRANS_ARE_TRANSFinancialsCategory2—AfterYouReceivetheSoftware2-15Windows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@axxpre01.
sqlReviewtheaxxpre01.
lstoutputfileandverifythatnoneoftheuntranslatedeventsneedtobetranslated.
Step3:Calculatebalances(conditionallyrequired)IfyouappliedthebalancecalculationupdateinRelease10.
7,omitthisstep.
Ifyoudidnot,calculatethebalancesforallaccountinglinesnow.
Verifybalancecalculationupdate:RunthefollowingscriptfromthenewAPPL_TOP.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@axxpre02.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@axxpre02.
sqlIfthescriptreportsanupgradedbalancecalculation,nofurtheractionisrequired.
Calculatebalances:Ifthescriptreportsthatthebalancecalculationwasnotupgraded:Note:AllPayablesandInventoryeventsmustbetranslatedpriortotheupgrade.
AllReceivableseventswithanaccountingdatelessthanorequaltotheupgradecutoffdatemustalsobetranslated.
However,Receivableseventsthatarerelatedtofuture-datedrevenuerecognitiontransactionsmaybetranslatedasoftheiraccountingdate(NON_CASH_UPDATEeventtype).
Performifupgradingfrom:10.
7Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsGlobalAccountingEngineUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesTUMSStepKey:AX_CALCULATE_BALANCESFinancials2-16UpgradingOracleApplications1.
Submitbalancereports.
SubmitbalancereportsforthelatestperiodforeachapplicationandforeachsetofbooksthatusestheGlobalAccountingEngine.
NotethatinRelease10.
7,balancescanrunforonlyoneyearatatime.
Allbalancesfortheyeararerecalculatedeachtimethatyourunthereport.
Ifnewtransactionswerecreatedforaprioryear,runabalancecalculationforthatyearandagainforeachsubsequentyear.
2.
Updateaccountinglines.
Updatetheaccountinglinesaftertheupgrade.
SeeStep2intheGlobalAccountingEngineTasksinChapter5.
Step4:Closeallaccountingperiods(required)InsetsofbooksusingtheGlobalAccountingEngine,closeallpriorperiodsinOraclePayables,Receivables,andInventory,andallcurrentandfutureperiodstopreventtransactionsduringtheupgrade.
PerformthisstepfromtheoldAPPL_TOP.
ReportNameDescriptionSupplierBalancebyAccount/AccountingFlexfieldAccountingFlexfieldreport(useAXPayablesSupervisorresponsibility)CustomerBalancebyAccount/AccountingFlexfieldAccountingFlexfieldreport(useAXReceivablesSupervisorresponsibility)OrganizationBalancebyAccount/AccountingFlexfieldAccountingFlexfieldreport(useAXInventorySupervisorresponsibility)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(PayablesandReceivables)Referencemanual:OraclePayablesUser'sGuide,OracleReceivablesUser'sGuide,OracleInventoryUser'sGuideUsersmustlogoff:NoRequiresConcurrentManager:YesTUMSStepKey:AX_CLOSE_AP_PERIODSAdditionalInformation:SeeClosinganAccountingPeriodandOpeningandClosingAccountingPeriodsinOracleReceivablesUser'sGuide.
SeealsoMaintainingAccountingPeriodsinOracleInventoryUser'sGuide.
FinancialsCategory2—AfterYouReceivetheSoftware2-17OraclePayablesTasksStep1:Updatesupplierandsuppliersitebankdataformultiplesupplierbanks(conditionallyrequired)Completethissteponlyifyouhaveexistingsupplierandsuppliersiteremit-tobankinformation.
AutoUpgradetransferssupplierbankdatafromPO_VENDORSandPO_VENDOR_SITES_ALLtablestotheAP_BANK_BRANCHES,AP_BANK_ACCOUNTS_ALL,andAP_BANK_ACCOUNT_USES_ALLtables.
Identifybankdatathatmustbeaddedtothesupplierrecordssothattheupgradecancreatecorrespondingrecordsinthebankstables.
Then,updatethesupplierrecordswiththerequireddata.
Reviewexistingsupplierinformation:Runapmsbrep.
sqlfromthenewAP_TOPinthedatabaseuseryouwanttoupgrade:UNIX:$cd$AP_TOP/admin/sql$sqlplus/@apmsbrep.
sqlWindows:C:\>cd%AP_TOP%\admin\sqlAdditionalInformation:Step3oftheOracleCostManagementTasksinChapter3.
ChecklistPerformedby1.
Updatesupplierandsuppliersitebankdataformultiplesupplierbanks(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)2.
Choosepaymentmethodforfuture-datedpayments(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)3.
Enablerecoverabletaxoption(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoff:NoTUMSStepKey:AP_UPDATE_SUPPLIER_AND_BANK_SITEFinancials2-18UpgradingOracleApplicationsC:\>sqlplus/@apmsbrep.
sqlThescriptproducesareport(apmsbrep.
lst)thatshowswhattheupgradeisgoingtodo,includingthesupplierbankinformationtobetransferred,thebankrecordstobecreated,andtherecordsthatwillnotbetransferredbecauserequiredvaluesaremissing.
Reviewthereporttodeterminewhethertoupdatesupplierbankinformationbeforeitistransferred.
Ifnorowsarereturned,nofurtheractionisnecessary.
Updatesupplierbankinformation:Supplierbankinformationcannotbetransferredwithoutavalueforthefollowingrequiredcolumns:bank,branch,andaccountnumber.
Updatetheinformationforthesecolumnsfromtheapplicationwindoworbyrunningtheb747306ascript.
FromtheapplicationwindowCharacter-mode:usetheBankAccountsregionoftheEnterVendorform(\NavigateVendorsEntry).
GUI:chooseSuppliers>EntryandusetheBankregionoftheSupplierswindow.
Then,chooseSuppliers>EntryandclicktheSitesbutton.
UsetheBankAccountsregionoftheSupplierSiteswindowtomaketheupdates.
Aftertheupgrade,youcannotaccessbankinformationfromtheGUISupplierswindow.
Using747306Ifyouhavealargenumberofsupplierrecordsthathavenovalueforbanknumberand/orbranchnumber,youcanrequestptach747306.
Itcontainsb747306a(providestemporaryvaluessotheupgradecantransfertheserecords)andb747306b(runsaftertheupgradetoresetthevaluestonull).
Step2:Choosepaymentmethodforfuture-datedpayments(conditionallyrequired)Performonlyifyouusefuture-datedpaymentsormanualfuture-datedpayments.
FutureDatedandManualFutureDatedpaymentmethodtypeshavebeenreplacedwiththeCheck,EFT(Electronic),Wire,orClearingpaymenttypes.
Theapboepre.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoff:YesTUMSStepKey:AP_CHOOSE_PAYMENT_METHODFinancialsCategory2—AfterYouReceivetheSoftware2-19scriptpopulatesatemporarytablethattheupgradeusestoupdatethefuturepaymentmethodonexistinginvoices,payments,andpaymentformats.
EnterthenewpaymentmethodfortheFuturePaymentmethodandfortheManualFutureDatedpaymentmethodattheprompt.
RunthisscriptonlyoncefromthenewAPPL_TOP.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@apboepre.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apboepre.
sqlIfyoudonotrunthisscript,AutoUpgradeautomaticallyreplacesFutureDatedwithEFT(Electronic)andManualFutureDatedwithCheck.
Step3:Enablerecoverabletaxoption(conditionallyrequired)IfyouhaveNOrecoverabletaxinANYoperatingunit,omitthisstep.
InordertosetuprecoverabletaxesinStep3oftheOraclePayablesTasksinCategory6,settheEnableRecoverableTaxFinancialsflagtoYnow.
Thisoptionaffectsthewaytaxlinesareflaggedasrecoverableornonrecoverable,thewayaccountingentriesarecreatedduringtheupgrade,andthewaydataispopulatedinRecoveryRate.
Performthistaskforanyoperatingunitwheretaxhasbeenconsideredrecoverable(forexample,VATorGST)inthepast,orwillbeinthefuture.
Addrecoverabletaxflag:ToaddtheNON_RECOVERABLE_TAX_FLAGcolumntotheFINANCIALS_SYSTEM_PARAMS_ALLtable,runapaltfsp.
sqlfromthenewAPPL_TOP.
Runthisscriptonlyonce.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@apaltfsp.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Payables)Referencemanual:NoUsermustlogoff:YesFinancials2-20UpgradingOracleApplicationsWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apaltfsp.
sqlEnablerecoverabletaxoption:ChoosetheappropriatescripttosettheEnableRecoverableTaxFinancialsoptiontoYes.
WhenyousetuprecoverabletaxesinStep3oftheOraclePayablesTasksinCategory6,thetaxcodesareupdatedtobe100%recoverableandtheTAX_RECOVERABLE_FLAGforeachoftheexistingtaxlinesissettoY(100%recoverable).
Forsingleoperatingunitsthatuserecoverabletax,ormultipleoperatingunitsthatALLuserecoverabletax,runthefollowingscriptoncetoupdatealloperatingunits:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@apfspre2.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apfspre2.
sqlFormultipleoperatingunitswithdifferenttaxrecoverabilitystructures,runthefollowingscriptforeachoperatingunitthatusesrecoverabletax:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@apfspre1.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apfspre1.
sqlWarning:SettheEnableRecoverableTaxoptiontoYforalloperatingunitsthatrequirerecoverabletax.
Ifyoudonot,accountingentrieswillbecreatedincorrectly.
FinancialsCategory2—AfterYouReceivetheSoftware2-21OracleFinancialsforAsia/PacificTasksStep1:Recordtruncatedlookupcodesorrenamedmeaningsincustommodules(recommended)Duringtheupgrade,lookupcodeslongerthan30bytesaretruncatedandduplicatelookupcodemeaningsarerenamed.
Noseededcodesareaffected.
Ifcustomizedmodulesreferencetheselookupcodesorlookupcodemeanings,youmayneedtomodifythemigratedlookupsorthecustomizedmodules.
SeeStep1oftheOracleFinancialsforAsia/PacificTasksinCategory4.
RunthisscriptfromthenewAPPL_TOPtoidentifytheaffectedlookupcodesandlookupcodemeanings:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jamlsmck.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgChecklistPerformforthiscountry.
.
.
1.
Recordtruncatedlookupcodesorrenamedmeaningsincustommodules(recommended)All2.
Movegovernmentuniforminvoiceinformationforeachorganization(required)Taiwan3.
Movecustomeruniformnumbersandtaxregistrationnumbers(recommended)Taiwan4.
Movesupplieruniformnumbersandtaxregistrationnumbers(recommended)Taiwan5.
Recorduniformnumbersforyourcompany(recommended)Taiwan6.
RecordCanadiantaxsetup(conditionallyrequired)Canada7.
Printtaxrebateandrulelistings(recommended)CanadaPerformforthiscountry:AllPerformifupgradingfrom:Production16.
1(orhigher),11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoTUMSStepKey:JA_RECORD_TRUNCATED_LOOKUPSFinancials2-22UpgradingOracleApplicationsC:\>sqlplus/@jamlsmck.
sqlStep2:Movegovernmentuniforminvoiceinformationforeachorganization(required)AllpreviousOracleFinancialsforTaiwanwindowsarenowobsolete.
Duringtheupgrade,exportcertificateandothergovernmentuniforminvoiceinformation,exceptmiscellaneousinvoices,ismovedtoeitherglobalizationflexfieldsorOracleReceivableswindows.
Torecordtheexistinggovernmentuniforminvoiceinformation,runjatwupg1.
sql,andreviewtheoutput(jatwupg1.
lst).
Torecordexistinggovernmentuniforminvoiceinformation:Runjatwupg1.
sqlbytyping:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg1.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg1.
sqlTomovegovernmentuniforminvoiceinformation:Allgovernmentuniforminvoiceattributesareassignedtotransactions.
Usejatwupg2.
sqltomigrateinvoiceformatdata.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg2.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg2.
sqlNote:Theupgradedoesnotmigrateobsoletelookups.
RefertotheProductUpdateNotesforOracleFinancialsforAsia/Pacific.
Performforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoTUMSStepKey:JA_MOVE_GOVT_INVOICE_INFOFinancialsCategory2—AfterYouReceivetheSoftware2-23Reviewoutputinjatwupg2.
log.
Thescriptperformsthefollowingactions:Updatesonlycompletetransactionsinclosedperiods.
Ifthereareincompletetransactionsinacurrentopenperiodaftertheupgrade,enteratransactionsourceintheTransactionwindow.
MovesgovernmentuniforminvoiceinformationdefinedintheDefineUniformInvoices/SalesReceiptswindowtotheTransactionswindowanditsglobalizationflexfield.
Thefollowingtableshowsthefieldmapping:MovesexportcertificateinformationthatwasenteredintheDefineZero-rateUniformInvoicesinRelease10.
7or11.
0totheTransactionswindowglobalizationflexfield.
Thefollowingtableshowsthefieldmapping:Step3:Movecustomeruniformnumbersandtaxregistrationnumbers(recommended)10.
7or11.
0FieldName(DefineUniformInvoices/SalesReceipts)Release11iFieldName(Transactions)InvoiceFormatInvoiceFormat(hiddensegmentinglobalizationflexfield)UniformInvoiceWord+UniformInvoices/SalesNoLegacyUniformInvoice(segmentintheglobalizationflexfield)VoidStatus(baseproductfieldintheMorealternatenameregion)Wine/CigaretteWine/Cigarette(segmentintheglobalizationflexfield)Note:Becausethetransactiondateisusedasthegovernmentuniforminvoicedate,theuniforminvoicedateisnotmigrated.
Release10.
7or11.
0FieldName(DefineZero-RateUniformInvoices)Release11iFieldName(Transactions)NumberExportCertificateNumber(segmentinglobalizationflexfield)NameExportName(segmentintheglobalizationflexfield)ExportMethodExportMethod(segmentintheglobalizationflexfield)ExportDateExportDate(segmentintheglobalizationflexfield)Performforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Financials2-24UpgradingOracleApplicationsInRelease10.
7and11.
0,customeruniformnumbers(taxpayerIDs)werestoredintheTaxRegistrationNumberfieldintheCustomerswindow.
In11i,theCustomerswindowhasbothaTaxpayerIDandaTaxRegistrationNumberfield.
Usejatwupg4.
sqltomovethecustomeruniformnumbertotheTaxpayerIDfield,andjatwupg3.
sqltorecordexistingcustomeruniformnumbersandtaxregistrationnumberssoyoucanredefinethenumbersaftertheupgrade.
Torecordexistingcustomeruniformnumbersandtaxregistrationnumbers:Runjatwupg3.
sqlbytyping:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg3.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg3.
sqlReviewtheoutputinjatwupg3.
lstandkeepthefileforyourrecords.
Tomovecustomeruniformnumbers:Runthisscripttomovecustomeruniformnumbers(taxpayerIDs)intheTaxRegistrationNumberfieldtotheTaxpayerIDfield:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg4.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg4.
sqlReviewthejatwupg4.
logfileafterthescriptfinishes.
Thejatwupg4.
sqlscriptoverwritestheTaxpayerIDfieldintheRelease11iCustomerswindowwithdatafromtheRelease10.
7or11TaxRegistrationNumberfieldandmakestheTaxRegistrationNumberfieldblank.
Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoTUMSStepKey:JA_MOVE_CUSTOMER_UNIFORM_NUMFinancialsCategory2—AfterYouReceivetheSoftware2-25Step4:Movesupplieruniformnumbersandtaxregistrationnumbers(recommended)Previously,supplieruniformnumbers(taxpayerIDs)werestoredintheglobalizationflexfieldoftheSupplierswindow.
InRelease11i,theSupplierswindowcontainsbothTaxpayerIDandTaxRegistrationNumberfields.
Recordexistingsupplieruniformnumbersandtaxregistrationnumberssoyoucanredefinethenumbersaftertheupgrade,andmovethesupplieruniformnumbersfromtheSupplierswindowglobalizationflexfieldtotheSupplierswindowTaxpayerIDfield.
Torecordexistingsupplieruniformnumbers:Runjatwupg5.
sqlasfollows:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg5.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg5.
sqlReviewoutputinjatwupg5.
lstandkeepthefileforyourrecords.
Tomovesupplieruniformnumbersandtaxregistrationnumbers:Usethejatwupg6.
sqlscripttotransferthesupplieruniformnumbers(taxpayerID)fromtheUniformNumberglobalizationflexfieldsegmenttotheTaxpayerIDfieldoftheSupplierswindow.
ThescriptdoesnotupdatetheTaxpayerIDfieldunlessitisblank,somakesurethereisnodatainthisfield.
Warning:DonotrunthisscriptifyouwanttokeeptheexistingdataintheTaxpayerIDandTaxRegistrationNumberfields.
Donotrunthisscriptifmultiplecountriessharethedatabase,asitupdatesallcustomertaxpayerIDinformationregardlessofwhethertheinformationisenteredinaTaiwaneseresponsibility.
Performforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoTUMSStepKey:JA_MOVE_SUPPLIER_UNIFORM_NUMFinancials2-26UpgradingOracleApplicationsUNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jatwupg6.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jatwupg6.
sqlStep5:Recorduniformnumbersforyourcompany(recommended)Inpreviousreleases,uniformnumbers(taxpayerIDs)weredefinedintheSystemOptionswindowglobalizationflexfield.
InRelease11i,theyaredefinedintheLocationswindow(HumanResources).
Runthefollowingscripttorecordthesenumberssothatyoucanre-entertheminStep1oftheOracleFinancialsforAsia/PacificTasksinCategory6.
Theisthevalueofthe$ORACLE_SIDor$TWO_TASK(UNIX)orORACLE_SIDorLOCAL(Windows).
UNIX:$cd$APPL_TOP/admin//out$sqlplus/@JA_TOP/admin/sql/jatwupg7.
sqlWindows:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/@%JA_TOP%\admin\sql\jatwupg7.
sqlReviewtheoutputinjatwupg7.
lstandkeepthefiletouseaftertheupgrade.
Itislocatedinthecurrentdirectory.
Step6:RecordCanadiantaxsetup(conditionallyrequired)Performforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:OracleFinancialsforTaiwanRequiresConcurrentManager:NoTUMSStepKey:JA_RECORD_COMPANY_UNIFORM_NUMAdditionalInformation:SeeOracleFinancialsforTaiwanUser'sGuide.
Performforthiscountry:CanadaPerformifupgradingfrom:10SCProduction16.
1withMultipleTaxDistribution(MTD)updateapplied,11.
0Performedby:SystemAdministratorUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoFinancialsCategory2—AfterYouReceivetheSoftware2-27InputTaxGroups(ITG)replacesRelease10.
7/11MultipleTaxDistributions(MTD)functionality.
Runjacaupgr.
sqltorecordtaxsetupinformation.
Reviewjacaupgr.
lst(inthecurrentworkingdirectory)anduseinformationtosetupInputTaxGroups.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jacaupgr.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jacaupgr.
sqlStep7:Printtaxrebateandrulelistings(recommended)Tohelpdefinerecoveryrules,runjacarmpr.
sqltogeneratejacarmpr.
lst,whichdisplaystaxrebateandrecoveryrules.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jacarmpr.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jacarmpr.
sqlTUMSStepKey:JA_RECORD_CANADIAN_TAX_SETUPAdditionalInformation:SeeUpgradingto11iintheOracleFinancialsforCanadaUser'sGuide.
Performforthiscountry:CanadaPerformifupgradingfrom:10SCProduction16.
1withMultipleTaxDistribution(MTD)updateapplied,11.
0Performedby:ApplicationSpecialistUsersmustlogoff:NoReferencemanual:NoRequiresConcurrentManager:NoTUMSStepKey:JA_PRINT_TAX_REBATEFinancials2-28UpgradingOracleApplicationsOracleFinancialsforEuropeTasksStep1:UpdateSwedishEFTpaymentformatinformation(required)Ifyouhavenotdonesoalready,applypatch1658488.
ItupdatespaymentformatinformationandstoresinnewfieldstheinformationforbankaccountsthatareassignedtosupplierspaidwithSwedishpaymentformatsandSwedishforeignpaymentformats.
Iftheversionnumbersoftheformattingfilesaregreaterthan,orequalto,thoselistedinthefollowingtable,donotapplytheupdate.
ChecklistPerformforthiscountry.
.
.
1.
UpdateSwedishEFTpaymentformatinformation(required)Sweden2.
PayDanishEFTinvoices(conditionallyrequired)DenmarkPerformforthiscountry:SwedenPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorUsersmustlogoff:YesReferencemanual:1658488readmefileRequiresConcurrentManager:NoTUMSStepKey:JE_UPDATE_SWEDISH_EFT_PAYMENTSFormattingFileVersionNumberJESEPBAI.
sql110.
18JESEPBSI.
sql110.
11JESEPBUT.
sql110.
7JESEPPOI.
sql110.
15JESEPPOU.
sql110.
19Warning:Followtheinstructionsinthereadmefilecarefully.
Donotperformthemanualstepsifyouhavepreviouslyappliedtheupdate—ifyoudo,yourdatawillbecorrupted.
FinancialsCategory2—AfterYouReceivetheSoftware2-29Step2:PayDanishEFTinvoices(conditionallyrequired)ElectronicFundsTransfer(EFT)hasbeenreplacedwithElectronicDataInterchange(EDI).
IfyouhaveinvoicesthatmusttobepaidwithEFTratherthanEDI,paythemnow.
Aftertheupgrade,onlyEDIisavailable.
OracleFinancialsforLatinAmericaTasksStep1:UpgradeBraziliansubledgersdatastructure(required)Runjlbrsusl.
sqltoidentifyfixesnecessaryforyoursystem.
Viewtheresultsonlineorinjlbrsusl.
lst.
Thefileisinthecurrentdirectory,whereisthevalueof$ORACLE_SIDor$TWO_TASK(UNIX)orORACLE_SIDorLOCAL(Windows).
UNIX:$cd$APPL_TOP/admin//out$sqlplus/@JL_TOP/admin/sql/jlbrsusl.
sqlWindows:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/@%JL_TOP%\admin\sql\jlbrsusl.
sqlPerformforthiscountry:DenmarkPerformifupgradingfrom:10.
7,11.
0Performedby:ProductManager(FinancialsforDenmark)Usersmustlogoff:NoReferencemanual:OraclePayablesUser'sGuide,OracleFinancialsforDenmarkUser'sGuideTUMSStepKey:JE_PAY_DANISH_EFT_INVOICESChecklistPerformforthiscountry.
.
.
1.
UpgradeBraziliansubledgersdatastructure(required)Brazil2.
IdentifyandcorrectduplicaterowsinJL_BR_LOOKUPS(required)BrazilPerformforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:SystemAdministrator/ApplicationSpecialist(PayablesandReceivables)Usersmustlogoff:YesTUMSStepKey:JL_UPGRADE_BRAZILIAN_SUBLEDGERSProjects2-30UpgradingOracleApplicationsStep2:IdentifyandcorrectduplicaterowsinJL_BR_LOOKUPS(required)TheupgrademovesthedatainJL_BR_LOOKUPStotheFND_LOOKUPStable.
RowdescriptionsintheFND_LOOKUPStablemustbeuniqueuptothefirst30characters.
Duringtheupgrade,lookupsaretransferredandalldescriptionsaretruncated.
Runjlmlsmck.
sqltocheckforrowsthatarenotunique:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jlmlsmck.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jlmlsmck.
sqlTocorrectduplicatedescriptionsintheJL_BR_LOOKUPStable,fromtheBrazilianGeneralInformationresponsibility,navigatetoGeneral>Setup>QuickCodes.
ProjectsReviewthissectionandcompleteonlythetasksfortheOracleProjectsproductsyouhaveinstalled.
OracleProjectsTasksPerformforthiscountry:BrazilPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistUsersmustlogoff:NoTUMSStepKey:JL_BR_LOOKUPS_DUPLICATESChecklistPerformedby1.
CorrecttheweekendingdateandmonthendingdateforMLS(required)ApplicationSpecialist(Projects)2.
Correctexcessrevenueamountsdataforhardlimitfundedagreements(conditionallyrequired)ApplicationSpecialist(Projects)3.
Correctexcessrevenueaccruedfornon-adjustingnegativeamountexpenditureitems(conditionallyrequired)ApplicationSpecialist(Projects)4.
Correctcreditmemoinvoicedates(conditionallyrequired)ApplicationSpecialist(Projects)ProjectsCategory2—AfterYouReceivetheSoftware2-31Step1:CorrecttheweekendingdateandmonthendingdateforMLS(required)YoumayreceiveamessagewhileusingtheCopyActualsfunctioninthebudgetformthatindicatesthedatacontainsaninvalidmonth(ORA-01843).
ItoccursmostofteninanMLSenvironmentbecausetheWEEK_ENDING_DATEandMONTH_ENDING_DATEcolumnsinthePA_TXN_ACCUMtableareVARCHAR2datatypes,buttheyareusedtostoredates.
InanMLSenvironment,thedatestoredinthesecolumnsmaynotbeinthelanguageusedbythedatabaseinstanceasdeterminedbyNLS_DATE_LANGUAGEorNLS_LANGUAGE(iftheNLS_DATE_LANGUAGEparameterisNULL).
Tofindtheexceptions,runpatxnerr.
sqlfromthenewAPPL_TOP.
ItcreatesatemporarytablePA_TXN_ACCUM_ERRtostoretherecordsthatareinerror.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@patxnerr.
sql\Windows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@patxnerr.
sql\Then,runpatxnsql.
sql.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@patxnsql.
sql5.
Correctbillamountdatastoredonrevenuedistributions(conditionallyrequired)ApplicationSpecialist(Projects)6.
Correctbillingholddataonreversingitems(conditionallyrequired)ApplicationSpecialist(Projects)7.
Correctbillableflagdataforreversingitems(required)ApplicationSpecialist(Projects)8.
Rundatafixscripts(conditionallyrequired)ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesChecklistPerformedbyProjects2-32UpgradingOracleApplicationsWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@patxnsql.
sqlThescriptproducestxn_fix.
lst,whichisstoredinthecurrentworkingdirectory.
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.
UpdatemanuallyanyrecordslistedinSection2.
Themonthmustbeinthelanguageofthedatabaseserverinstance.
Aftermakingthecorrections,runpatxnsql.
sqlagaintoensurethatcorrectionshavebeenmade.
Performthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step2:Correctexcessrevenueamountsdataforhardlimitfundedagreements(conditionallyrequired)PerformthissteponlyifyouhaveProjectBillinginstalled.
Runpa620118.
sqltoproducealist(pa620118.
lst)oftheproject/taskswhoserevenuehasexceededthehardlimitfundingamount.
Thisscriptmaytakealongtimetorun.
FromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pa620118.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa620118.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesTUMSStepKey:PA_CORRECT_EXCESS_REVENUEProjectsCategory2—AfterYouReceivetheSoftware2-33Thepa620118.
lstreportliststheprojectandtasknumber,agreementnumber,andtheamountbywhichrevenuehasexceededthefundinglimit.
Tocorrectthedata,createawrite-offrevenueeventforeachexcessrevenueamountlistedinthereport.
Performthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step3:Correctexcessrevenueaccruedfornon-adjustingnegativeamountexpenditureitems(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
Thissteppertainstonon-adjustingnegativeamountexpenditureitemsaccruingoverstatedrevenueamountsduringtheGenerateDraftRevenueprocess.
OracleProjectsnowgeneratesthecorrectrevenueamount.
Runpa661335.
sqlfromthenewAPPL_TOPtoreportexistingoverstatedrevenue.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pa661335.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa661335.
sqlAttheprompt,enterStartProjectNumberandEndProjectNumbertoreduceprocessingtime.
Thescriptproducespa661335.
lst,whichliststheprojectandtasknumber,expendituretype,quantity,andaccruedrevenueforallexpenditureitemswhererevenueisaccruedbeyondthesoftlimit.
Tocorrectthedata,fromtheoldAPPL_TOP,enteraRecalculateRevenueadjustmentforeachoftheexpenditureitemslistedinthereport.
1.
ChooseExpenditures>ExpenditureInquiryandselectProjectorAlltonavigatetotheFindProjectExpenditureItemswindow.
2.
Queryfortheexpenditureitemsyouwanttocorrect.
3.
ChooseRecalcRevenuefromtheSpecialmenu.
4.
Repeatthisprocedureforeachofthelistedexpenditureitems.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesTUMSStepKey:PA_CORRECT_REVENUE_NEG_EXPENDITUREProjects2-34UpgradingOracleApplicationsEnterRecalculateRevenueadjustmentsandruntheGenerateDraftRevenueprocess(SubmitRequest>Requests>Run)foreachaffectedproject.
Performthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step4:Correctcreditmemoinvoicedates(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
Inpriorreleases,ProjectsallowedthereleaseofacreditmemowithanARinvoicedateearlierthantheARinvoicedateoftheoriginalinvoice.
OracleReceivablesrejectssuchcreditmemosduringtheAutoInvoiceProcess.
Runpa652811.
sqlfromthenewAPPL_TOPtoreportexistingcreditmemoswithanARinvoicedateearlierthantheoriginalARinvoicedate.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pa652811.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa652811.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Enterarangeofprojectstoreduceprocessingtime.
Thescriptproducespa652811.
lst,whichliststheprojectnumber,creditinvoicenumber,originalinvoicenumber,creditmemodate,andtheReceivablesinvoicenumberforallcreditmemoswithaninvoicedateearlierthantheoriginalinvoicedate.
Tocorrectthedata,updatetheARInvoiceDateforeachcreditmemolisted.
PerformthestepsfromtheoldAPPL_TOP:1.
NavigatetotheFindInvoicewindow(chooseBilling>InvoiceReview).
2.
Queryforthecreditmemoyouwanttocorrect.
AdditionalInformation:SeeExpenditureAdjustmentsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesTUMSStepKey:PA_CREDIT_MEMO_INVOICEProjectsCategory2—AfterYouReceivetheSoftware2-353.
ChangetheARInvoiceDatetoadateon(orafter)thedateoftheoriginalinvoice.
MakethischangeintheInvoiceSummarywindoworbyopeningthecreditinvoice.
4.
Repeatthesestepsforeachcreditmemo.
Performthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step5:Correctbillamountdatastoredonrevenuedistributions(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
Inpriorreleases,billingamountswerenotstoredinrevenuedistributionlineson"AccrueasworkOccurs-BillasworkOccurs"projects.
ThisresultedintheOracleerror"ORA-1400:cannotINSERTnullvalue"duringtheGenerateDraftInvoicesprocess.
Runpardlrpt.
sqlfromthenewAPPL_TOPtoreportexpenditureitemsthatcontainthiserror.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pardlrpt.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pardlrpt.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Enterarangeofprojectstoreduceprocessingtime.
Itproducespardlrpt.
lst,whichliststheprojectname,tasknumber,expenditureitemID,expendituretype,quantity,andamountforallexpenditureitemswhosebillingamountsshouldhavebeenstoredintherevenuedistributionlines.
Ifnoexceptionalexpenditureitemsarereported,nofurtheractionisneeded.
CorrectthedatafromtheoldAPPL_TOPasfollows:1.
RecalculaterevenuePerformRecalculateRevenueadjustmentsonthelistedexpenditureitems.
ChooseExpenditures>ExpenditureInquiry,andentercriteriatofindtheexpenditureitemsyouwanttoadjust.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesTUMSStepKey:PA_BILL_AMOUNT_DATA_DISTRIBUTIONSProjects2-36UpgradingOracleApplicationsAfteryouadjusttheexpenditureitems,runtheGenerateDraftRevenueprocess,fromtheSubmitRequestwindow(Requests>Run),foreachaffectedproject.
2.
Re-runtheExceptionreportRunpardlrpt.
sqlagain.
Ifanyexpenditureitemsarereported,gobacktothepreviousstep.
Repeatthesetwostepsuntilnoexpenditureitemsarelisted.
3.
CreatetemporarytableRunpacrttab.
sqltocreatetemporarytablepa_bug_644714.
Itstoresthefollowingauditinformationabouttheupdatedrevenuedistributionlines:FromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pacrttab.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pacrttab.
sql4.
CorrectthedataRunpardlupd.
sqlfromthenewAPPL_TOP.
ItpromptsforStartProjectNumberandEndProjectNumber.
Enterthesevaluestorunthisscriptforarangeofprojects.
Donotomitanyprojects.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pardlupd.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pardlupd.
sqlAuditInformationAuditInformationexpenditure_item_idline_numcreation_datenew_bill_amountold_draft_inv_numold_draft_inv_item_line_numProjectsCategory2—AfterYouReceivetheSoftware2-37Performthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step6:Correctbillingholddataonreversingitems(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
ThissteppertainstomanualreversalsofexpenditureitemswhoseBillHoldflagwassettoYes.
Priortothisupgrade,theseitemswerecreatedwiththeBillHoldflagsettoNoratherthanYes,andthereforethereversalscouldbeinvoiced.
Runpainv.
sqlfromthenewAPPL_TOPtoreportexpenditureitemswiththiserror.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@painv.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@painv.
sqlThescriptpromptsforStartProjectNumberandanEndProjectNumber.
Enterthesevaluestorunthisscriptforarangeofprojects.
Donotomitanyprojects.
Thescriptproducespainv.
lst,whichhastwosections:ListofProjectsAgainstReleasedInvoices.
Listsproject/toptaskbillamountsthatareincorrectlyinvoiced,wheretheincorrectinvoicesarealreadyreleased.
ListofProjectsAgainstUnreleasedInvoices.
Listsprojectsagainstwhichincorrectinvoicesexist,wheretheinvoicesarenotyetreleased.
Tocorrectthereleasedinvoices,createtoptask-leveleventsintheamountsshowninthereportforthespecifiedproject/tasks.
FromtheoldAPPL_TOP:1.
ChooseBilling>EventsselecteitherProjectorAlltonavigatetotheFindProjectEventswindow.
Queryfortheprojectthatyouwanttocorrect.
AdditionalInformation:SeeExpenditureAdjustmentsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesTUMSStepKey:PA_BILLING_HOLDS_ON_REVERSINGProjects2-38UpgradingOracleApplications2.
ChooseNewtodisplaytheEventDetailswindow.
3.
EntertheTaskNumberofthetoptasklistedinthereport.
4.
SelectanEventTypethathasaneventclassificationofWrite-On.
5.
IntheBillAmountfield,entertheamountlistedinpainv.
lstfortheprojectandtask.
6.
CompletetheEventDate,Organization,andDescriptionfields.
Saveyourwork.
7.
Repeatthesestepsforeachoverstatedamountonthereport.
Afteryoucreatetheevents,runtheGenerateDraftInvoicesprocessfortheaffectedprojects.
Tocorrecttheunreleasedinvoices,runthedatafixscriptpa858651.
sql.
Thisscriptsetsthe"billhold"flagforthereversedexpenditureitemstoYesandregeneratestheinvoicesfortheprojectslisted.
RunthescriptfromthenewAPPL_TOP.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pa858651.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa858651.
sqlPerformthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step7:Correctbillableflagdataforreversingitems(required)Thissteppertainstoexpenditureitemsthatwereadjustedfrombillabletonon-billableorviceversa.
Priortothisupgrade,whentheseexpenditureitemswerereversed,thereversingexpenditureitemswerecreatedwiththeBillableflagsettotheoriginalvalue,ratherthantheadjustedvalue.
Tocorrecttheflagsettings,runpacstrev.
sql.
ThisscriptreportsprojectsthathaveassociatedexpenditureitemsinerrorandindicateswhichprocessesyouneedtoAdditionalInformation:SeeEventsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesProjectsCategory2—AfterYouReceivetheSoftware2-39runafteryourunthedatafixscript(pa882573.
sql).
Besurethatyourunpacstrev.
sqlbeforeyourunpa882573.
sql,soyouknowwhichprocessestorunafteryoucorrectthedata.
Torunthereportingscript:TypethefollowingcommandsfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pacstrev.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pacstrev.
sqlThescriptproducespacstrev.
lst,whichcontainstwosections:CostDistributionneedstoberunforthefollowingprojects.
Listsprojectsforwhichyoumustrunthecostdistributionprocessesafteryourunthedatafixscript.
RevenueDistribution/AssetAccumulationneedstoberunforthefollowingprojects.
ListsprojectsforwhichyoumustruntheGenerateDraftRevenueprocessortheGenerateAssetLinesprocessafteryourunthedatafixscript.
Thereportlistseachprojectandtheassociatedprojecttype.
Iftheprojecttypeindicatesthattheprojectisacontractproject,runtheGenerateDraftRevenueprocessfortheprojectafteryoucorrectthedata.
Iftheprojecttypeindicatesthattheprojectisacapitalproject,runtheGenerateAssetLinesprocessfortheprojectafteryoucorrectthedata.
Tocorrectthedata,runthedatafixscriptpa882573.
sql.
Enterstartingandendingprojectnumberswhenthescriptpromptsforthesevalues.
ThisscriptcorrectstheBillableflagforthereversedexpenditureitemsthatareinerror,andmarkstheitemsforcostrecalculation(setstheCOST_DISTRIBUTED_FLAGtoN).
ThescriptalsosetstheREVENUE_DISTRIBUTED_FLAGtoNoifeitherofthefollowingconditionsistrue:Theexpenditureitemischargedtoacapitalproject.
TheexpenditureitemischargedtoacontractprojectwitharevenueaccrualmethodorinvoicingmethodofWork,ANDtheoriginalitemwasnon-billableProjects2-40UpgradingOracleApplicationsandhasnotbeenrevenuedistributed,ANDthebillablereversingitemhasbeenrevenuedistributed.
Torunthedatafixscript:FromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pa882573.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa882573.
sqlAfteryourunthisscript,runtherequiredcostdistribution,revenuedistribution,andassetlinegenerationprocessesaccordingtotheexceptionreport(pacstrev.
lst).
UsetheSubmitRequestwindow(Requests>Run).
Fortheprojectsthatrequirecostdistributionand/orrevenuedistributionprocesses,runtheUpdateProjectSummaryAmountsprocess.
UsetheProjectStatusInquirywindowstoverifythecorrectedamounts.
Performthisstepagainjustbeforeyoustarttheupgradetocorrectanyerroneousdatathatmayhavebeencreatedduringnormalprocessing.
Step8:Rundatafixscripts(conditionallyrequired)RunthedatafixscriptstocorrectinconsistenciesintherevenueamountattributesforCostBudgetsandcostamountattributesforRevenueBudgets.
Thesescriptsalsocorrectresource-relateddatathatwasnotproperlyungraded.
Runthefollowingscripttofixrevenueamountsandcostamounts:Note:Thenewbillableandnon-billablesummaryamountsgeneratedafterthisdatafixaredisplayedintheearliestopenperiod.
Thisperiodmaybedifferentfromtheperiodinwhichtheoriginalexpenditureitemwasreversed.
Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsReferenceManualUsermustlogoff:NoTUMSStepKey:PA_RUN_DATA_FIX_SCRIPTOrderManagementCategory2—AfterYouReceivetheSoftware2-41UNIX:$cd$PA_TOP/patch/115/sql$sqlplus/@a1418823.
sql\/Windows:C:\>cd%PA_TOP%\patch\115\sqlC:\>sqlplus/@a1418823.
sql\/Runthefollowingscripttocorrectresourcedatafrompreviousupgrades:UNIX:$cd$PA_TOP/patch/115/sql$sqlplus/@a1418828.
sql\/Windows:C:\>cd%PA_TOP%\patch\115\sqlC:\>sqlplus/@a1418828.
sql\/OrderManagementReviewthissectionandcompleteonlythetasksfortheOracleOrderManagementproductsyouhaveinstalled.
OracleInventoryTasksStep1:Purgeunwantedtransactionhistory-INV(recommended)Topurgeunwantedtransactiondata,runthefollowingscriptfromthenewAPPL_TOP.
ChecklistMenuResponsibility>function1.
Purgeunwantedtransactionhistory-INV(recommended)ManufacturingandDistributionManager>InventoryPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialist(Inventory)Referencemanual:NoUsersmustlogoff:NoOrderManagement2-42UpgradingOracleApplicationsUNIX:$cd$INV_TOP/patch/115/sql$sqlplus/@invtxnpg.
sql\Windows:C:\>cd%INV_TOP%\patch\115\sqlC:\>sqlplus/@invtxnpg.
sql\Thescriptrequiresthreearguments:OracleOrderManagementTasksArgumentDescriptionpurgecutoffdateOnlytransactionsbeforethisdatearepurged.
ThedatemustbeinYYYY-MM-DDformat.
Forexample,1992-01-29.
organizationcodeTransactionsforthisorganizationarepurged.
Ifyoudonotenteracode,thescriptdeletestransactionhistoryforallorganizations.
rowspercommitDependingonthesizeofrollbacksegments,youcanvarythenumberofrowsthataredeletedpercommit.
Thelargerthisnumber,thefasterthepurge,andthelargertherollbacksegmentrequired.
Warning:PurgedtransactionsdonotappearontheAccrualReconciliationreport.
Note:UpgradinglargeamountsoftransactionhistorydatacantakealongtimeChecklistPerformedby1.
RunOrderImportprogram(required)ApplicationSpecialist(OrderEntry/Shipping)2.
RunOrderEntryInterfaceprograms(required)ApplicationSpecialist(OrderEntry/Shipping)3.
Closeeligibleorders(required)ApplicationSpecialist(OrderEntry/Shipping)4.
RunAutoCreateInstalledBaseprogramforServices(required)ApplicationSpecialist(OrderEntry/Shipping)OrderManagementCategory2—AfterYouReceivetheSoftware2-43Step1:RunOrderImportprogram(required)TheOrderImportInterfacetablesmustbeemptybeforetheOrderManagementupgrade.
SelectOrders,Returns>ImportOrdersfromthemenu.
Step2:RunOrderEntryInterfaceprograms(required)AllOrderEntryinterfacetablesmustbeemptybeforeyouupgradetoOrderManagement.
Topreparethetables,runthefollowingprogramsintheorderlisted:RMAInterface(Orders,Returns>Returns>RMAInterface)ReceivablesInterface(Orders,Returns>ReceivablesInterface)5.
Makesureordersareinasupportedstatus(required)ApplicationSpecialist(OrderEntry/Shipping)6.
Closeopenpickslips/pickingbatchesoropendeliveries/departures(required)ApplicationSpecialist(OrderEntry/Shipping)7.
RuntheShippingInterfaceprograms(required)ApplicationSpecialist(OrderEntry/Shipping)8.
ReviewItemValidationOrgsettings(required)ApplicationSpecialist(OrderEntry/Shipping)9.
Validateinventoryorganizationdata(required)ApplicationSpecialist(OrderEntry/Shipping)10.
Reviewcyclesthatmaynotbeupgraded(required)ApplicationSpecialist(OrderEntry/Shipping)11.
Selectivelyupgradeactivetransactions(recommended)ApplicationSpecialist(OrderEntry/ShippingNote:RuntheOrderEntryPurgeprogramtoremoveallolddata.
(ThisprogramdoesnotaffectOrderManagementqueries.
)DonotpurgeanyOrderEntrytablesaftertheupgrade.
OrderManagementlooksatOrderEntryforinformationonupgradedorders/lines.
MakesurethereisnounprocesseddatainRMAInterfacetables.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoChecklistPerformedbyOrderManagement2-44UpgradingOracleApplicationsInventoryInterface(Shipping>Interfaces).
EnterInventoryinterfaceintheNamefield.
DemandInterface(Orders,Returns>Schedule>PlaceDemandviaSRS)ServiceInterface(Orders,Returns>ServiceInterface)IfyouarerunningPickSlipShippingandarepromptedtoenterawarehouse,donotdoso.
Havethesystemadministratorchangethemandatoryparametertoanoptionalone.
FromtheSystemAdministrationResponsibility,chooseConcurrent>Programs>Define.
QuerytheprogramInventoryInterface(OEVINV)andclickParameters.
UnchecktheRequiredcheckboxandsavethechange.
Step3:Closeeligibleorders(required)Tospeedtheupgrade,closeallordersthatareeligibleforclosing(eventhoughtheCloseEligiblestatusissupportedbytheOrderManagementupgrade).
SelectOrders,Returns>CloseOrdersfromthemenu.
Step4:RunAutoCreateInstalledBaseprogramforServices(required)ToensurethatalldatahasbeentransferredoutoftheOrderEntryServiceDetailsInterfacetables,changetheresponsibilitytoService.
Then,selectInstalledBase>AutoCreateInstalledBaseandrunAutoCreateInstallBase.
Step5:Makesureordersareinasupportedstatus(required)AdditionalInformation:OracleOrderEntryReferenceManual,Release10(Vol.
1,pp.
6-20to6-23);OracleOrderEntry/ShippingRelease11User'sGuide,(Vol.
2,pp.
7-11to7-14)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:NoOrderManagementCategory2—AfterYouReceivetheSoftware2-45MakesureOrdersHeadersandOrderLinesareinastatusthatissupportedbyOrderManagement.
Workflowhistoryisnotcreatedforclosedlinesororders.
SeededActionAllowedStatus(otherthanNULLandNotApplicable)StatusNotAllowedSuggestActionThefollowinginformationappliestoOrders:BookingAllNoneNoneCancelOrders11-Complete18-Eligible*Close/Complete18-EligibleNoneNoneThefollowinginformationappliestoOrderLines:PickRelease4-Released,5-Partial,18-EligibleNoneNoneBackOrderRelease4-Released,5-Partial,18-EligibleNoneNoneShipConfirm5-Partial,6-Confirmed,7-Back-orderedCompleted,22-Back-orderedPartial18-EligibleShipConfirmtheLineReceivablesInterface5-Partial,9-InterfacedtoAR,18-EligibleNoneNoneClose/Complete18-EligibleNoneNoneInventoryInterface5-PartiallyInterfaced,14-Interfaced13-InterfaceErrorFixerrorsandrunInterfaceprogramInventoryInterfaceNone18-EligibleRunInventoryInterfaceprogramCancelLine5-Partial,11-Complete18-Eligible*ServiceInterface14-Interfaced18-EligibleRuntheServiceInterfaceprogramPurchaseRelease5-Partial,6-Confirmed,14-Interfaced,18-EligibleNoneNoneManufacturingRelease18-Eligible4-ReleasedRuntheAuto-createconfigprogramManufacturingRelease19-WorkOrderCompleted20-WOpartiallycompletedCompleteworkorderManufacturingReleaseNone21-WOcreatedCompleteworkorderManufacturingReleaseNone23-ConfigurationcreatedRunAuto-createWorkOrderprogramDemandInterface14-Interfaced,18-EligibleNoneNoneRMAInterface14-Interfaced,16-PartiallyAccepted,17-CompletelyAccepted,18-EligibleNoneNone*OrderEntryDOESNOTsupportdefiningcyclesthatincludeCancelAction.
ItDOESNOTprovideaprogramoraformtoautomaticallyprocessordersorlinesthatareeligiblefortheCancelAction.
UsetheCancelOrdersformtomanuallycancelordersorlinesthatareeligiblefortheCancelAction.
OrderManagement2-46UpgradingOracleApplicationsRunontexc07.
sqltogetalist(ontexc07.
lst)ofOrderEntryOrdersandOrderLinesthatareincyclestatesthatarenotsupported.
Theseordersarenotupgraded.
UNIX:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc07.
sqlWindows:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc07.
sqlStep6:Closeopenpickslips/pickingbatchesoropendeliveries/departures(required)For10.
7charactermode:Backorderorshipconfirmallopenpickslipsandpickingbatches.
Navigate>Shipping>Confirm.
For10.
7SmartClientandNCA:Forpickslip-basedShippingcustomers,backorderorshipconfirmallopenpickslipsandpickingbatches.
SelectShipping>ConfirmShipments>PickSlip.
Fordelivery-basedShippingcustomers,backorderorshipconfirmallopendeliveriesanddepartures.
SelectShipping>ConfirmShipments>ShipConfirmDeliveries.
For11.
0:Backorderorshipconfirmallopendeliveriesanddepartures.
SelectShipping>ConfirmShipments>ShipConfirmDeliveries.
Step7:RuntheShippingInterfaceprograms(required)AllOrderEntrydatamustbeprocessedfromtheinterfacetablesbeforeyouupgrade.
RuntheShippingInterfaceprogramslistedinthissectionintheorderlisted.
Usetheappropriatemenupathtoaccesseachprogram.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoOrderManagementCategory2—AfterYouReceivetheSoftware2-47For10.
7charactermode:CompletethesestepsforthefollowingShippingInterfaceprogramsinthisorderlisted:UpdateShippingInformation,InventoryInterface,ReceivablesInterface.
Asyoucompleteeachsetofsteps,entertheappropriateprogramnameintheReportNamefield.
1.
ChooseNavigate>Run(orusequickpick)2.
IntheTypefield,enterreport,andintheReportNamefield,enterthe(orusequickpick).
3.
Tabthroughthereportparameters,andsaveyourwork.
For10.
7SmartClientandNCAand11.
0:RunthefollowingShippingInterfaceprogramsintheorderlisted.
Usetheappropriatemenupathtoaccesseachprogram.
Step8:ReviewItemValidationOrgsettings(required)ProgramNameMenuPathDelivery-basedShipConfirmOpenInterfaceShipping>Interfaces>(EnterDelivery-basedShipConfirmOpenInterfaceintheNamefield.
)UpdateShippingShipping>ConfirmShipments>UpdateShippingInventoryInterfaceShipping>Interfaces>(EnterInventoryInterfaceintheNamefield)ReceivablesInterfaceShipping>Interfaces>(EnterReceivablesInterfaceintheNamefield)Note:IftheprofileoptionOE:ImmediateInventoryUpdateissettoYes,theDelivery-basedShipConfirmOpenInterfaceprogrammayclosesomedeliveriesanddeparturesbyrunningtheUpdateShippingandInventoryInterfaceconcurrentprocessesautomatically.
However,youshouldstillruntheseconcurrentprocessesmanuallyasinstructedinthissteptoensurethatallinterfacerecordsareprocessed.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoOrderManagement2-48UpgradingOracleApplicationsWhenmorethanoneresponsibilityisattachedtoanorganization(OperatingUnit),allthoseresponsibilitiesmusthavethesameitemvalidationorgsettings.
Runontexc05.
sqltoproducealisting(ontexc05.
lst)oftheitemvalidationorgsettings.
Usethislisttodeterminewhichsettingsneedtobechanged.
Ifthevaliditemvalidationorgissetattheuserlevel,thesevalueswillnotbeupgraded.
UNIX:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc05.
sqlWindows:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc05.
sqlStep9:Validateinventoryorganizationdata(required)Thewshpre00.
sqlscriptvalidatesthefollowingdataforinventoryorganizations:Allorganizationsinshippingparametersaredefinedandvalid.
Theymustalsohaveanenabledsubinventory.
Allorganizationsareassignedtolocations.
Torunthisscript,typethefollowing:UNIX:$cd$WSH_TOP/patch/115/sql$sqlplus/@wshpre00.
sqlWindows:C:\>cd%WSH_TOP%\patch\115\sqlC:\>sqlplus/@wshpre00.
sqlReviewwshpre00.
lst.
Purgeshippingparametersrecordswithoutvalidorganizations.
Havetheapplicationspecialistassignaquantity-trackedsubinventorytoanyrecordthatdoesnothaveatleastone.
Inaddition,defineandAdditionalInformation:SeeOracleOrderEntry/ShippingUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:SQL*PlusUser'sGuideUsersmustlogoff:NoOrderManagementCategory2—AfterYouReceivetheSoftware2-49assignaninternal(HR)locationforeachinventoryorganizationdefinedinyoursystemthatdoesnotalreadyhaveone.
Step10:Reviewcyclesthatmaynotbeupgraded(required)OrderEntrycyclesreferencedbyopenordersareupgradedtoworkflowprocessesduringtheupgrade.
Somecyclesmaynotbeupgradedsuccessfullybecause:thecycledefinitioniscorruptthecycledefinitionisnotsupportedinOrderEntrythecycledefinitionisextremelycomplexthereisnoexactfunctionalequivalentinOrderManagementRunontexc08.
sqltocreateontexc08.
lst,whichlistscyclesthatcannotbeupgradedandsuggestedactions.
IfacycleisnotupgradedtoWorkflow,openordersreferencingthatcyclearenotupgraded.
Torunontexc08.
sql:UNIX:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc08.
sqlWindows:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc08.
sqlStep11:Selectivelyupgradeactivetransactions(recommended)Youcanselectsomeactivetransactionsforupgradeanddefertheupgradeoftheremainingtransactionstoafuturedate.
Thisisatwo-phaseprocess.
IfyouwanttoPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntryUser'sGuideUsersmustlogoff:NoAdditionalInformation:SeeOracleMetaLinkDocument150511.
1.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:NoUsersmustlogoff:NoTUMSStepKey:ONT_BIFURCATIONProcurement2-50UpgradingOracleApplicationstakeadvantageofthisfeature,performPhaseInow.
RefertoOrderManagementUpgradeInstructions(OracleMetaLinkDocument121200.
1).
ProcurementReviewthissectionandcompleteonlythetasksfortheOracleProcurementproductsyouhaveinstalled.
OraclePurchasingTasksStep1:Clearopeninterfacetables(required)ClearanyunprocessedrecordsintheRequisitionsOpenInterface,PurchasingDocumentsOpenInterface,andReceivingOpenInterfacetablesbyimportingthedataintoPurchasing.
First,checktoseewhetherdataexistsintheopeninterfacetables.
Then,cleartheaffectedtablesasnecessary.
Determinewhetherdataexistsintheopeninterfacetables:1.
LogintoSQL*Plus.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@Windows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@2.
Runeachofthefollowingscripts:RequisitionsOpenInterface(pocntreq.
sql)ChecklistPerformedby1.
Clearopeninterfacetables(required)ApplicationSpecialist(Purchasing)/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoUsermustlogoff:NoRequiresconcurrentmanager:YesProcurementCategory2—AfterYouReceivetheSoftware2-51PurchasingDocumentsOpenInterface(pocntpoh.
sql)ReceivingOpenInterface(pocntrcv.
sql)Ifascriptreturnsanumbergreaterthan0,thenyouhavedatainthatopeninterface.
Thefollowinginstructionstellyouhowtoclearthedata.
Ifthescriptreturns0,noactionisnecessary.
ClearrowsintheRequisitionsOpenInterfacetables:1.
InthePurchasingresponsibility,chooseReports>RunandsubmittheRequisitionImportprogram.
Tomakesureyouprocessalldata,youcanleavetheImportSourceandImportBatchIdentificationfieldsblank.
2.
ChooseReports>RunandsubmittheRequisitionImportExceptionsreport.
UsethisreporttoseeiferrorsoccurredwhilerunningRequisitionImport.
Correcterrorsandre-runRequisitionImportuntilnomoreerrorsoccur.
ClearrowsinthePurchasingDocumentsOpenInterfacetables:1.
InthePurchasingresponsibility,chooseReports>RunandsubmitthePurchasingDocumentsOpenInterfaceprogram.
ChooseReports>RunagainandsubmitthePurchasingInterfaceErrorsReport.
2.
ReviewthePurchasingInterfaceErrorsreportandcorrectanyerrors.
Re-runthePurchasingDocumentsOpenInterfaceprogramuntilnomoreerrorsoccur.
IfyouareupgradingfromRelease11.
0.
3,youcansubmitthePurgePurchasingOpenInterfaceProcessedDataprogramtoremoveallprocesseddatainthePurchasingDocumentsOpenInterfacetables.
Notethatthisprogramdoesnotremovedatathatispending.
ClearrowsintheReceivingOpenInterfacetables:1.
InthePurchasingresponsibility,chooseReports>RunandsubmittheReceivingTransactionProcessor.
Then,submittheReceivingInterfaceErrorsreport.
AdditionalInformation:SeeRequisitionImportProcessandRequisitionImportExceptionsReportinOraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release10.
7,11,or11i.
AdditionalInformation:SeePurchasingDocumentsOpenInterfaceandPurchasingInterfaceErrorsReportinOraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11or11i.
PublicSector2-52UpgradingOracleApplications2.
ReviewtheReceivingInterfaceErrorsreportandcorrectanyerrors.
Re-runtheReceivingTransactionProcessoruntilnomoreerrorsoccur.
3.
IfyouhaveAdvanceShipmentNoticeswithbillinginformation(ASBNs)intheReceivingOpenInterface,chooseReports>RuninthePurchasingresponsibilitytosubmitthePurchasingInterfaceErrorsreport.
IntheParameterswindow,selectReceivingOpenInterfaceintheSourceProgramfield.
Usethisreporttoseewhaterrorsoccurred.
Correctanyerrorsandre-runtheReceivingTransactionProcessoruntilnomoreerrorsoccur.
PublicSectorReviewthissectionandcompleteonlythetasksfortheOraclePublicSectorproductsyouhaveinstalled.
OraclePublicSectorFinancials(International)TasksStep1:Dropobsoleteseeddata(required)Todeleteobsoleteseeddata,runthefollowingscriptfromthenewAPPL_TOP:UNIX:$cd$IGI_TOP/admin/sqlAdditionalInformation:SeeReceivingTransactionProcessorandReceivingInterfaceErrorsReportandPurchasingInterfaceErrorsReportinOraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide,Release11or11i.
Note:Ifyoucannotfixanerror,examinetheaffecteddata.
Ifitisoldorobsolete,youcanignoretheerrorandcontinueupgrading.
ChecklistPerformedby1.
Dropobsoleteseeddata(required)ApplicationSpecialistPerformifupgradingfrom:12,3.
1,3.
3Performedby:ApplicationSpecialistReferencemanual:NoUsermustlogoffthisapplication:NoTUMSStepKey:IGI_REMOVE_OLD_SEED_DATAPublicSectorCategory2—AfterYouReceivetheSoftware2-53$sqlplus/@igipreu.
sqlWindows:C:\>cd%IGI_TOP%\admin\sqlC:\>sqlplus/@igipreu.
sqlPublicSector2-54UpgradingOracleApplicationsCategory3—PerformingtheUpgrade3-13Category3—PerformingtheUpgradeThischapterdescribesCategory3steps—onceyoubeginthesetasks,youcannotuseOracleApplicationsuntilafteryouhavesuccessfullyrunAutoUpgradeandcompletedtheCategory4steps.
OracleAlertTasksonpage3-2OracleCommonModulesTasksonpage3-3OracleWorkflowTasksonpage3-4OraclePayablesTasksonpage3-5OracleReceivablesTasksonpage3-9OracleFinancialsCommonCountryTasksonpage3-12OracleProjectsTasksonpage3-13OracleCostManagementTasksonpage3-17OracleInventoryTasksonpage3-19OracleOrderManagementTasksonpage3-21OraclePurchasingTasksonpage3-22OracleGrantsAccountingTasksonpage3-23OracleU.
S.
FederalFinancialsTasksonpage3-25OracleSales/OracleSalesCompensationTasksonpage3-26OracleServiceTasksonpage3-26SystemAdministrationTasksonpage3-27DatabaseUpgradeTasksonpage3-28ApplicationsTechnology3-2UpgradingOracleApplicationsApplicationsTechnologyCompletethisportionoftheupgradebeforeyouperformtheproduct-specificsteps.
OracleAlertTasksStep1:Dropeventalerttriggersincustomschemas(conditionallyrequired)Todropalleventalertdatabasetriggersincustomschemas,runalrdtrig.
sqlfromthenewAPPL_TOP.
Re-createthetriggersinStep2oftheOracleAlertTasksinChapter6.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@alrdtrig.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@alrdtrig.
sqlThescriptdisplaysthefollowingmessageandthenexitsSQL*Plus:"Rerunalrdtrig.
sql,whichislocatedinthepreupgsubdirectoryoftheadmindirectoryunderAPPL_TOP,foreachcustomschema.
Ifalrdtrig.
sqlhasbeenrunforallcustomschemas,thenopeneach[schema].
sql(createdbythisscript),whichcanbefoundinthecurrentdirectory,andmanuallydeletethedroptriggerstatementswhichdonotbelong.
Thenrunthefollowingstatementforeachschema:sqlplusapps_username/password@[schema].
sql"Reviewtheresulting[schema].
sqlfilesinthecurrentdirectoryanddeleteanydroptriggerstatementsthatdonotbelong.
LogintoSQL*Plusandruneach[schema].
sqlfiletodropthetriggers.
ChecklistPerformedby1.
Dropeventalerttriggersincustomschemas(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesApplicationsTechnologyCategory3—PerformingtheUpgrade3-3OracleCommonModulesTasksStep1:FixinvalidAKdatainnon-GlobalDemodatabases(conditionallyrequired)Inthisstep,youfirstcheckforinvalidAKdata,thenyoufixthedata.
Foranon-GlobalDemodatabase(10.
7andProduction16.
1orhigher):RunthefollowingscriptfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@akchkp16.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@akchkp16.
sqlReviewtheoutput(akchkp16.
rpt)forinvaliddata.
Ifthereportindicatesaproblem,runscriptsakfxmrp1.
sqlandakfxmrp2.
sql(problemsandscriptsaredescribedinOracleMetaLinkDocument184261.
1).
Continuetorunthescripts(fromtheoldAPPL_TOP)andmakecorrectionsuntilthereisnoinvaliddata.
ForaRelease11.
0database:RunthefollowingscriptfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@akchkr11.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@akchkr11.
sqlChecklistPerformedby1.
FixinvalidAKdatainnon-GlobalDemodatabases(conditionallyrequired)ApplicationSpecialistPerformifupgradingfrom:10SCProduction16.
1(orhigher),11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:NoApplicationsTechnology3-4UpgradingOracleApplicationsChecktheoutput(akchkr11.
rpt)forinvaliddata.
UsetheappropriateOracleApplicationsformstomakecorrections.
Continuetorunthescript(fromtheoldAPPL_TOP)andmakecorrectionsuntilthereisnoinvaliddata.
OracleWorkflowTasksStep1:Updateprotectionandcustomizationlevelsofseededitemtypes(recommended)IfyoucustomizedseededitemtypesinpriorversionsofOracleWorkflow,thenewseeddatamaynotloadproperlywhenyouusetheWorkflowDefinitionsLoader.
Foreveryitemtypecurrentlyseededinthedatabase,chooseoneoftheseactions:ChecklistPerformedby1.
Updateprotectionandcustomizationlevelsofseededitemtypes(recommended)SystemAdministrator/ApplicationSpecialist(Workflow)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationSpecialist(Workflow)Referencemanual:OracleWorkflowAdministrator'sGuide;OracleWorkflowDeveloper'sGuideUsersmustlogoff:YesActionResultDonothing.
Preservestheexistingprotectionandcustomizationlevelsofseededobjectsandguaranteesthatanycustomizationsmadetotheseeddata(andpreserved)arenotoverwritten.
Runwfprotrst.
sqlforselectedseededitemtypestoresettheprotectionandcustomizationlevels.
Resetstheprotectionandcustomizationlevelfortheselecteditemtype,guaranteeingthattheupgradeloads.
Priorcustomizationstotheseededitemtypearelost,butanynewdataaddedtotheitemtypeispreserved.
Torunthescript,typethefollowingfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/\@wfprotrstWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/\@wfprotrstFinancialsCategory3—PerformingtheUpgrade3-5Todetermineitemtypes,typethefollowingatanyprompt:sqlplus/SQL>selectITEM_TYPEfromWF_LOOKUP_TYPESFinancialsReviewthissectionandcompleteonlythetasksfortheOracleFinancialsproductsyouhaveinstalled.
OraclePayablesTasksRunwfrmitt.
sqlforselectedseeditemtypes.
Completelydeletestheitemtypeandanyassociatedcustomizationsfromthedatabase,sothatthecorrespondingseeditemtypelookslikeanewinstallation.
Considerthisoptiononlyifyouhaveneverusedtheitemtypeinaproductionenvironment.
TypethefollowingfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@wfrmittWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@wfrmittAdditionalInformation:SeeWorkflowAdministrationScripts,OracleWorkflowAccessProtection,andUsingtheWorkflowDefinitionsLoadersectionsinOracleWorkflowAdministrator'sGuide.
ChecklistPerformedby1.
Determineexchangerates(MRC)(conditionallyrequired)ApplicationSpecialist(Payables)2.
ImportandpurgePayablesOpenInterfaceinvoices(required)ApplicationSpecialist(Payables)3.
ImportandpurgeInvoiceImportInterfaceexpensereportsandinvoices(required)ApplicationSpecialist(Payables)4.
TransferalldatatoGeneralLedger(required)ApplicationSpecialist(Payables)5.
Calculatespacerequirementsfornewaccountingtables(recommended)ApplicationSpecialist(Payables)/DatabaseAdministratorActionResultFinancials3-6UpgradingOracleApplicationsStep1:Determineexchangerates(MRC)(conditionallyrequired)TodetermineexchangeratesneededtoupgradeexistingAP/MRC,runapumccur.
sql.
RunningthisscripthasnoeffectonReceivables,asitgetsPayablesexchangeratesonlyforexchangeratefieldsthatdidnotexistbeforetheupgrade.
RunthisscriptforeachAPPSschema(fromthenewAPPL_TOP).
Theinstructionsinthescriptindicatewhichdailyratescombinationsmustbedefined.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@apumccur.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apumccur.
sqlDefinetheratesfromtheGLresponsibility.
NavigatetoSetup>Currencies>Rates>Daily.
Rerunthescriptandentermissingratesuntilnomorearereported.
Step2:ImportandpurgePayablesOpenInterfaceinvoices(required)ImportandpurgeallinvoicesthatareinthePayablesOpenInterfacetables.
1.
AsthePayablesManager,chooseInvoices>Entry>OpenInterfaceInvoices.
2.
Queryallinvoices.
ImporttheonesthathaveanullvalueintheStatusfield.
3.
TosubmitthePayablesOpenInterfaceImportprogram,chooseRequests>Run.
SelectSingleRequestandchooseOK.
TypePayablesOpenInterfaceImportinthePerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:MultipleReportingCurrenciesinOracleApplicationsUsersmustlogoff:YesTUMSStepKey:AP_MRC_EXCHANGE_RATESAdditionalInformation:SeeEnteringDailyRatesinOracleApplicationsGeneralLedgerUser'sGuide.
Performifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:OpenInterfaceImport(OraclePayablesUser'sGuide,Release11or11i)Usermustlogoff:NoTUMSStepKey:AP_IMPORT_AND_PURGE_INVOICESFinancialsCategory3—PerformingtheUpgrade3-7RequestNamefield.
EntereachsourceintheParameterswindow,chooseYesforthePurgeparameter,andclickSubmitRequest.
4.
Foreachcompletedimportprocess,PayablesautomaticallyproducesthePayablesOpenInterfacereport.
Revieweachreport,resolveanyoutstandingexceptions,andresubmittheimportprogramuntilyouhaveimportedalloutstandinginvoices.
5.
Topurgeinvoicedataimportedsuccessfullybutremaininginthetables,chooseRequests>Run,selectSingleRequest,andchooseOK.
TypePayablesOpenInterfacePurgeintheRequestNamefield.
ClickSubmitRequest.
Step3:ImportandpurgeInvoiceImportInterfaceexpensereportsandinvoices(required)ImportandpurgeallinvoiceandexpensereportrecordsthatareinthePayablesInvoiceImportinterfacetables.
1.
FromthenewAPPL_TOP,runthefollowingscript:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@apuinimp.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@apuinimp.
sql2.
Thescriptproducesapuinimp.
lst,whichlistsforeachoperatingunitanysourcesforwhichyoumustimportrecordsandthenumberofrecordsthatmustbeimported.
Iftherearenorecordslisted,thisstepiscomplete.
Iftherearerecordslisted,importthem.
3.
InPayables,importtherecordsforeachoperatingunit.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:SubmitInvoiceImport,(OraclePayablesUser'sGuide,Release10.
7);PayablesInvoiceImportProgram,(OraclePayablesUser'sGuide,Release11)Usermustlogoffthisapplication:NoTUMSStepKey:AP_IMPORT_AND_PURGE_EXPENSE_REPORTSFinancials3-8UpgradingOracleApplicationsIfyouareupgradingfromcharacter-mode,navigatetotheSubmitInvoiceImportformintheoldAPPL_TOP.
Foreachsource,submitimportandenterthecurrentdateasthepurgedate.
IfyouareupgradingfromGUI,chooseOther>Requests>RunintheoldAPPL_TOP.
IntheSubmitRequestwindow,selectSingleRequestandchooseOK.
SubmitthePayablesInvoiceImportprogramforeachsource,andenterthecurrentdateasthepurgedate.
4.
Foreachcompletedimportprocess,PayablesautomaticallyproducesthePayablesInvoiceImportExceptionsreport.
Revieweachreport,resolveanyoutstandingexceptions,andresubmitthePayablesInvoiceImportprogramuntilyouhaveimportedalloutstandingrecords.
5.
Purgeanyremainingrecordsimportedsuccessfullybutremaininginthetables.
PerformthesestepsfromtheoldAPPL_TOP.
Ifyouareupgradingfromcharacter-mode,navigatetotheSubmitInvoiceImportform.
Enterthecurrentdateasthepurgedate.
IfyouareupgradingfromGUI,submitPayablesInvoiceImportwithapurgedateandauser-definedsource.
Payablesautomaticallypurgesallsuccessfullyimportedrecords,regardlessofsource.
Step4:TransferalldatatoGeneralLedger(required)AlldatainOraclePayablesmustbetransferredtotheGeneralLedger.
IfyouareusingMRC,allreportingsetsofbooksdatamustbetransferredaswell.
ChooseOther>Requests>Run.
Choose"PayableTransfertoGeneralLedger"concurrentprogram.
Step5:Calculatespacerequirementsfornewaccountingtables(recommended)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:OraclePayables(orGovernmentPayables)ReferenceManual,Release10.
7orOraclePayables(orPublicSector)User'sGuide,Release10.
7orRelease11Usermustlogoffthisapplication:NoTUMSStepKey:AP_TRANS_ALL_DATA_TO_GLPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)/DatabaseAdministratorReferencemanual:NoUsermustlogoffthisapplication:NoFinancialsCategory3—PerformingtheUpgrade3-9TheupgradecreatesaccountingentriesforallPayablestransactions(invoicesandpayments).
Usethefollowingformulastoestimatethemaximumnumberofrowsthattheupgradecreatesineachofthenewaccountingtables.
Doingsoreducesthechancesofrunningintospaceissuesduringtheupgrade.
Onceyouknowthenumberofrowstoexpect,youcancalculatethespacerequirementsforthetablesandtheirindexesbymultiplyingbyaveragerecordlength.
Thesecalculationsprovideanestimatedsizeforthesetablesaftertheupgrade.
Havethedatabaseadministratorensurethatthetablespace(s)thatincludethesetablesaresizedtohandlethecalculatedsize.
Failuretodosocouldcauseupgradefailures,andrequireyoutomodifytablespacesandrestarttheupgrade.
OracleReceivablesTasksTUMSStepKey:AP_SPACE_REQ_NEW_ACCT_TABLESTableNameCalculationFormulaAP_ACCOUNTING_EVENTS_ALL2*(numberofrowsinAP_INVOICES_ALL)+3*(numberofrowsinAP_CHECKS_ALL)AP_AE_HEADERS_ALL#_of_SOB*(numberofrowsinAP_ACCOUNTING_EVENTS_ALLcalculatedabove),where#_of_SOBisthetotalnumberofreportingcurrenciesplus1Note:Ifyouusecombinedbasisaccounting,multiplythetotalnumberofreportingcurrenciesby2.
AP_AE_LINES_ALL2*(numberofrowsinAP_INVOICE_DISTRIBUTIONS_ALL+numberofrowsinAP_PAYMENT_DISTRIBUTIONS_ALL+numberofrowsinAP_RECON_DISTRIBUTIONS_ALL)*#_of_SOBChecklistPerformedby1.
Diagnoseandcorrectpre-existingdatabaseproblems(recommended)SystemAdministrator/ApplicationSpecialist(Receivables)2.
ReconcileReceivablestaxtransactions(required)ApplicationSpecialist(Receivables)Financials3-10UpgradingOracleApplicationsStep1:Diagnoseandcorrectpre-existingdatabaseproblems(recommended)InconsistentReceivablesdatamaycausesomeReceivablesupgradescriptstofail.
Thisstepexplainshowtodiagnoseproblemsinthedataandfixinconsistencies.
Diagnoseproblemsinthedata:Runar115chk.
sql.
Itlistsinconsistencies,withoutaffectingthedatainanyway.
UNIX:$cd$AR_TOP/patch/115/sql$sqlplus/@ar115chk.
sqlWindows:C:\>cd%AR_TOP%\patch\115\sqlC:\>sqlplus/@ar115chk.
sqlReviewar115chk.
loginthedirectorywhereyouranthescript.
Itliststhefollowingtypesofinconsistencies,aswellassuggestedactions:ApplicationsthathaveEarnedDiscountsbutdonothaveanEarnedDiscountaccount.
ApplicationsthathaveUnearnedDiscountsbutdonothaveanUnearnedDiscountaccount.
ApplicationsthathaveaReceivableAccountthatdoesnotexistinReceivablesbutisrequiredtocreatetheGain,Loss,orCurrencyRoundaccounting.
ApprovedAdjustmentsforwhichthecorrespondingTransactionsdonotexist.
Fixinconsistentdata:Youhavetwooptions:Manuallyfixinconsistentdatalistedinthescriptoutputfiles.
Runar115upd.
sqltoautomaticallyupdatethemissing(null)discountaccountswithtemporaryaccountshavinga-1codecombination.
ThisscriptalsoaccuratelyderivestheReceivableaccountsneededforGain,Loss,orCrossCurrencyRoundingaccountingcreation,iftheyaremissing.
ThisderivationPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationSpecialist(Receivables)Referencemanual:NoUsersmustlogoff:NoTUMSStepKey:AR_DIAGNOSE_DB_PROBLEMSFinancialsCategory3—PerformingtheUpgrade3-11comesfromtheoriginaltransaction'sReceivableaccount.
Theinputparameteristhevalueofutl_file_dir.
Theoutputiswrittentoutl_file_dir/ar115upd.
log.
UNIX:$cd$AR_TOP/patch/115/sql$sqlplus/@ar115upd.
sqlWindows:C:\>cd%AR_TOP%\patch\115\sqlC:\>sqlplus/@ar115upd.
sqlIdentifychangedrecords(optional):Afteryourunar115upd.
sql,runar115vrf.
sqltocreatealistofthechangedrecords.
UNIX:$cd$AR_TOP/patch/115/sql$sqlplus/@ar115vrf.
sqlWindows:C:\>cd%AR_TOP%\patch\115\sqlC:\>sqlplus/@ar115vrf.
sqlStep2:ReconcileReceivablestaxtransactions(required)Inthisrelease,taxaccountingisavailableforadjustments,discounts,financecharges,andmiscellaneousreceipts.
However,theupgradedversionoftheVATReconciliationreport(renamedTaxReconciliationduringtheupgrade)doesnotshowthetaxaccountingforanyreceiptapplications,discounts,financecharges,andmiscellaneousreceiptsthatwerecreatedpriortotheupgrade,becausetaxaccountingwasnotavailableforthesetransactionclassesbeforeRelease11i.
WARNING:Donotproceeduntilyouhaveaddressedallinconsistentdataeithermanually,orbyusingar115upd.
sql.
Allinconsistentdataisfixedwhenar115upd.
logisblank.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesTaxManualUsermustlogoff:YesFinancials3-12UpgradingOracleApplicationsPrinttheVATReconciliationreportfortheperioduptothedateoftheupgrade,andusethisreporttoreconcile,foragivenperiod,thetaxamountsforaparticulartaxcodewiththeGLbalanceofthetaxliabilityaccount.
RunthereportfromtheA/Rresponsibility.
Ifyouareupgradingfrom10.
7,runthereportfromNavigate>Reports>Accounting.
Ifyouareupgradingfrom11.
0,runthereportfromReports>AccountingorfromControl>Requests>Run.
OracleFinancialsCommonCountryTasksStep1:PartitionEFTsystemformatsinformationbyoperatingunit(conditionallyrequired)PerformthissteponlyifyouarealreadyusingMulti-Orgfunctionality.
AddtheORG_IDcolumntotheJG_ZZ_SYSTEM_FORMATStableandpartitionthetablebeforeitisconvertedtoMulti-Org.
Thepartitioniscreatedbyassigningexistingdatatoanappropriateoperatingunitsothatitisaccessible.
PerformbothstepsforeachinstallationofOraclePayables.
ToaddtheORG_IDcolumn:Runjgzzper1.
sqlasfollows:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jgzzper1.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgAdditionalInformation:SeeTaxReconciliationReportinOracleReceivablesTaxManual.
ChecklistPerformforthiscountry.
.
.
1.
PartitionEFTsystemformatsinformationbyoperatingunit(conditionallyrequired)Germany,Netherlands,Norway,Sweden,SwitzerlandPerformforthiscountry:Germany,Netherlands,Norway,Sweden,andSwitzerlandPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorUsersmustlogoff:YesTUMSStepKey:JG_PARTITION_EFT_SYSTEM_FORMATSProjectsCategory3—PerformingtheUpgrade3-13C:\>sqlplus/@jgzzper1.
sqlTopartitiontheexistingdatabyoperatingunit:Runjgzzper2.
sqlonceforeverycombinationofcountrycodeandEFTtypethatexistsinthedatabaseuntileachentryisassignedtoanoperatingunit.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@jgzzper2.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@jgzzper2.
sqlProjectsReviewthissectionandcompleteonlythetasksfortheOracleProjectsproductsyouhaveinstalled.
OracleProjectsTasksStep1:SubmitandobtainapprovalforalltimecardsenteredinPTEorProjectTimeandExpense(conditionallyrequired)PTEandProjectTimeandExpensearenolongersupported.
TimecardentryisnowperformedintheSelf-ServiceTimeapplication(implementedinStep1oftheOracleProjectsTasksinChapter6).
IfyouusedPersonalTimeandExpense(PTE)inChecklistPerformedby1.
SubmitandobtainapprovalforalltimecardsenteredinPTEorProjectTimeandExpense(conditionallyrequired)ApplicationSpecialist(Projects)2.
Correctexcessrevenueaccruedfornegativeamountevents(conditionallyrequired)ApplicationSpecialist(Projects)3.
Backupcustomclientextensionpackagesandviews(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:YesTUMSStepKey:PA_TIMECARD_APPROVALProjects3-14UpgradingOracleApplicationsRelease10.
7orProjectTimeandExpenseinRelease11.
0toentertimecardinformation,submitalltimecardsenteredintheexistingapplicationandobtainapprovalforeachone.
Donotenteranynewtimecardsuntilaftertheupgrade.
Step2:Correctexcessrevenueaccruedfornegativeamountevents(conditionallyrequired)PerformthissteponlyifOracleProjectBillingisinstalled,andallthefollowingconditionsapply:youhavenotappliedpatchsetD(Release10.
7),youhavenotupgradedtoRelease11.
0.
2(orlater),andyouhavenotappliedpatch634580.
Ifanyoftheseconditionsapply,donotperformthisstep.
ProjectsnowgeneratesthecorrectrevenueamountsduringtheGenerateDraftRevenueprocess.
Runpa634580.
sqlfromthenewAPPL_TOPtoreportexistingoverstatedrevenue.
UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@pa634580.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@pa634580.
sqlAttheprompt,enterStartProjectNumberandEndProjectNumbetoreduceprocessingtime.
Thescriptproducesareport(pa634580.
lst),whichliststheprojectandtasknumber,eventnumber,andtheeventamountforalleventswhererevenueisaccruedbeyondthesoftlimit.
Tocorrectthedata,createarevenuewrite-offeventforeachoverstatedamount.
FromtheoldAPPL_TOP:1.
ChooseBilling>EventsandselecteitherProjectorAlltonavigatetotheFindProjectEventswindow.
2.
Queryfortheprojectyouwanttocorrect.
3.
ChooseNewtodisplaytheEventDetailswindow.
AdditionalInformation:SeeOraclePersonalTimeandExpenseSystemAdministrator'sGuide.
SeealsoOracleProjectTimeandExpenseUser'sGuide.
Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideUsersmustlogoff:YesProjectsCategory3—PerformingtheUpgrade3-154.
EntertheTaskNumber(ifyouwanttocreateatasklevelevent).
5.
SelectanEventTypethathasaneventclassificationofWrite-Off.
6.
IntheRevenueAmountfield,entertheamountlistedinpa634580.
lstfortheprojectandtask.
7.
CompletetheEventDate,Organization,andDescriptionfieldsandsaveyourwork.
8.
Repeatthesestepsforeachoverstatedamountonthereport.
Afteryoucreatetherequiredrevenuewrite-offevents,runtheGenerateDraftRevenueprocessfromtheSubmitRequest(Requests>Run)windowforeachaffectedproject.
Step3:Backupcustomclientextensionpackagesandviews(conditionallyrequired)Backupanycustomclientextensionpackagesandviewsyouhavecreated.
ReinstalltheminStep12ofOracleProjectsTasksinCategory5.
RunthebackupfromtheoldAPPL_TOP.
Thelistofobjectsthatyoucancustomizeincludes:AdditionalInformation:SeeEventsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoUsersmustlogoff:YesFileNamePackageNamePAXPTRXS.
plsandPAXPTRXB.
plsPA_Client_Extn_Inv_TransferPAXPIACS.
plsandPAXPIACB.
plsPA_Client_Extn_Inv_ActionsPAXIBCXS.
plsandPAXIBCXB.
plsPA_Client_Extn_Bill_CyclePAXITMPS.
plsandPAXITMPB.
plsMyPackageNamePAXICOSS.
plsandPAXICOSB.
plsPA_Rev_CAPAICPCAS.
plsandPAICPCAB.
plsPA_CC_CAPAXICTMS.
plsandPAXICTMB.
plsPA_Client_Extn_BillingPAXPOTXS.
plsandPAXPOTXB.
plsPA_Client_Extn_Output_TaxPAXPCTS.
plsandPAXPCTB.
plsPA_Bill_PctPAPARICS.
plsandPAPARICB.
plsPA_Override_AR_InstProjects3-16UpgradingOracleApplicationsPAXTGTCS.
plsandPAXTGTCB.
plsPAGTCXPAPSSTCS.
plsandPAPSSTCB.
plsPA_TIME_CLIENT_EXTNPAPSSDFS.
plsandPAPSSDFB.
plsPA_CLIENT_EXTN_SST_DFFPAXPTEES.
plsandPAXPTEEB.
plsPA_CLIENT_EXTN_PTEPAXTRT1S.
plsandPAXTRT1B.
plsPA_CLIENT_EXTN_RTEPAXTTCXS.
plsandPAXTTCXB.
plsPATCXPAXTRTES.
plsandPAXTRTEB.
plsPAROUTINGXPAXBSGCS.
plsandPAXBSGCB.
plspa_client_extn_burden_summaryPAXCCECS.
plsandPAXCCECB.
plsPA_Client_Extn_CostingPAXDLCOS.
plsandPAXDLCOB.
plsPA_CALC_OVERTIMEPAXCCEBS.
plsandPAXCCEBB.
plsPA_CLIENT_EXTN_BURDENPAXCCETS.
plsandPAXCCETB.
plsPA_Client_Extn_TxnPAPDFFCS.
plsandPAPDFFCB.
plsPA_CLIENT_EXTN_DFFTRANSPACCIXTS.
plsandPACCIXTB.
plsPA_CC_IDENT_CLIENT_EXTNPAPAALCS.
plsandPAPAALCB.
plsPA_Client_Extn_autoalloc_pkgPAPALCCS.
plsandPAPALCCB.
plsPA_Client_Extn_allocPAPGALCS.
plsandPAPGALCB.
plsPA_client_extn_gen_asset_linesPAPMCECS.
plsandPAPMCECB.
plsPA_multi_curr_client_extnPAPTPRCS.
plsandPAPTPRCB.
plsPA_CC_TP_client_extnPAXGCES.
plsandPAXGCEB.
plsPA_client_extn_cip_groupingPAXORCES.
plsandPAXORCEB.
plsPA_ORG_client_extnPAPMGCES.
plsandPAPMGCEB.
plsPA_client_extn_PMPAWFPCES.
plsandPAWFPCEB.
plsPA_client_extn_project_wfPAXPCECS.
plsandPAXCECB.
plsPA_client_extn_proj_statusPAXVPS2S.
plsandPAXVPS2B.
plsPA_client_extn_proj_statusPARCWFCS.
plsandPARCWFCB.
plsPA_CLIENT_EXTN_CAND_WFPAXBCECS.
plsandPAXBCECB.
plsPA_Client_Extn_BudgetPAWFBCES.
plsandPAWFBCEB.
plsPA_client_extn_budget_wfPACECMTS.
plsandPACECMTB.
plsPA_client_extn_check_cmtPAXVPS2S.
plsandPAXVPS2B.
plsPA_client_extn_statusFileNamePackageNameManufacturingCategory3—PerformingtheUpgrade3-17ManufacturingReviewthissectionandcompleteonlythetasksfortheOracleManufacturingproductsyouhaveinstalled.
OracleCostManagementTasksPARAAPCS.
plsandPARAAPCB.
plsPA_CLIENT_EXTN_ASGMT_APPRVLPARAWFCS.
plsandPARAWFCB.
plsPA_CLIENT_EXTN_ASGMT_WFFileNameWorkflowpatch/115/import/US/PAAPINVW.
wftPAAPINVWpatch/115/import/US/PAAPWEBX.
wftPAAPWEBXpatch/115/import/US/PARCANDD.
wftpatch/115/import/US/PARASGMT.
wftPAWFAAPBCustomizableViewsCustomizableViewspa_exp_ovrrde_approver_vpa_online_projects_vpa_online_tasks_vpa_online_expenditure_types_vPA_CDL_BURDEN_SUMMARY_VPA_COMMITMNET_TXNS_VAdditionalInformation:SeeOracleApplicationsDeveloper'sGuide.
ChecklistMenuResponsibility>function1.
Verifythatnouncostedtransactionsexist–StandardandAverageCosting(required)ManufacturingandDistributionManager>Cost2.
RunWIPValuereport–StandardandAverageCosting(recommended)ManufacturingandDistributionManager>Cost3.
Closeallaccountingperiods–StandardandAverageCosting(required)ManufacturingandDistributionManager>CostFileNamePackageNameManufacturing3-18UpgradingOracleApplicationsStep1:Verifythatnouncostedtransactionsexist–StandardandAverageCosting(required)Toverifythatnouncostedtransactionsexist,checkmaterialinventorytransactionsandWIPpendingresourcetransactions.
IfupgradingfromRelease10.
7or11.
0:AstheManufacturingandDistributionManager,choosetheCostfunction.
NavigatetoViewTransactions>MTLTransactions.
ChooseWIPandnavigatetoPendingResourceTransactions.
PerformthisstepfromtheoldAPPL_TOP.
IfupgradingfromRelease10.
7(character-mode)or10.
7NCA:SeeViewTransactions,OracleInventoryReferenceManual,Release10,orViewPendingTransactions,OracleInventoryReferenceManual,Release10SC.
Step2:RunWIPValuereport–StandardandAverageCosting(recommended)Afteryouhavecompletedtheinventoryandworkinprocesstransactions,runtheWIPValuereportforthelatestaccountingperiod.
Ataminimum,runthisreportforalljobsandrepetitiveschedulesusingtheclasssortandjob/schedulesort.
1.
FromtheoldAPPL_TOP,astheManufacturingandDistributionManager,choosetheCostfunction.
NavigatetoReport>Value(WIPValuereport).
2.
ChooseSingleRequestoraRequestSet(theSubmitRequestwindowappears).
3.
IntheNamefield,selectWIPValueReport(theParameterswindowappears).
4.
EnterthereportparametersandchooseOK(returnstotheSubmitRequestwindow).
ChooseSubmit.
Performifupgradingfrom:Release10.
7,11.
0Performedby:ApplicationSpecialist(CostManagement)Referencemanual:OracleCostManagementUser'sGuide,OracleInventoryUser'sGuide,andOracleWorkinProcessUser'sGuideUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(InventoryorCostManagement)Referencemanual:OracleInventoryUser'sGuideandOracleCostManagementUser'sGuideUsersmustlogoff:YesRequiresConcurrentManager:YesOrderManagementCategory3—PerformingtheUpgrade3-19InStep1oftheOracleCostManagementTasksinCategory5,runthisreportagainandcomparetheRelease10.
7orRelease11.
0balanceswiththeassociatedRelease11ibalances.
IfyouareupgradingfromOracleWorkinProcess,Release10.
710SC,seeWIPValueReportintheOracleWorkinProcessUser'sGuide,Release10SC.
Step3:Closeallaccountingperiods–StandardandAverageCosting(required)Closingaccountingperiodssummarizescostsbasedontransactions.
ClosingperiodsisrequiredforsetsofbooksthatusetheGlobalAccountingEngine.
And,itishighlyrecommendedforallsetsofbooks.
OrderManagementReviewthissectionandcompleteonlythetasksfortheOracleOrderManagementproductsyouhaveinstalled.
OracleInventoryTasksAdditionalInformation:SeeWIPValueReportinOracleWorkinProcessReferenceManual.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideorOracleCostManagementUser'sGuideUsersmustlogoff:YesRequiresConcurrentManager:YesTUMSStepKey:INV_CLOSE_ALL_ACC_PERIODSAdditionalInformation:SeeStep4oftheGlobalAccountingEngineTasksinChapter2,.
ChecklistMenuResponsibility>function1.
Completephysicalinventoriesinprocess-INV(recommended)ManufacturingandDistributionManager>Inventory2.
Processdataintemporaryandinterfacetables-INV(required)ManufacturingandDistributionManager>Inventory3.
Runinventoryvaluationreports-INV(recommended)ManufacturingandDistributionManager>CostOrderManagement3-20UpgradingOracleApplicationsStep1:Completephysicalinventoriesinprocess-INV(recommended)FollowtheinstructionsintheProcessingPhysicalInventoryAdjustmentssectionoftheOracleInventoryUser'sGuidetocompleteanyphysicalinventoriesinprocess.
Entertagcountsandperformadjustmentsforeachunfinishedprocess.
PerformthisstepfromtheoldAPPL_TOP.
Step2:Processdataintemporaryandinterfacetables-INV(required)Beforeyouperformthisstep,makesurethebackgroundprocessorisrunning.
1.
NavigatetoInventory>Setup>Transactions>InterfaceManagers.
(Forcharactermodeusers,thepathis:NAV/INQUIRY/TRANS/INTERFACE.
)2.
FromtheSpecialmenu,chooseLaunchManagersforeachmanager.
Completetransactionssothatnoinformationremainsinthetemporary(MTL_MATERIAL_TRANSACTIONS_TEMP)tableorintheinterfacetables(MTL_TRANSACTIONS_INTERFACEandMTL_DEMAND_INTERFACE).
RunthesestepsfromtheoldAPPL_TOP.
Toviewpendingtransactions:1.
AstheManufacturingandDistributionManager,choosetheInventoryfunction.
NavigatetotheFindPendingTransactionswindow(Transactions>PendingTransactions).
2.
Entersearchcriteriaforthependingtransactionsyouwanttoview,andchooseFind.
YoucanviewtheresultsinthePendingTransactionswindow.
3.
Selectatabbedregiontodisplayatypeofinformation:Error,Location,Source,Intransit,orOther.
Toresubmittransactionstothedemandmanagerforprocessing:InthePendingTransactionswindow,selectSubmitforeachtransactionyouwanttoresubmit,orchooseResubmitAllfromtheSpecialmenu.
Saveyourwork.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideUsersmustlogoff:YesAdditionalInformation:SeeOverviewofInventoryTransactionsinOracleInventoryUser'sGuide.
OrderManagementCategory3—PerformingtheUpgrade3-21Step3:Runinventoryvaluationreports-INV(recommended)Afteryouhavecompletedtheinventorytransactions,runtheElementalValuereport,theSubinventoryValuereport,andifyouuseintransit,theIntransitValuereport.
AstheManufacturingandDistributionManager,choosetheCostresponsibilityundertheoldAPPL_TOP.
NavigatetoReports>Value.
Ataminimum,runthesereportssortedbyitemandbysubinventory.
InStep2oftheOracleInventoryTasksinCategory5,runthesereportsagainandvalidatetheRelease10.
7orRelease11inventorybalancesagainsttheRelease11ibalances.
AstheManufacturingandDistributionManager,choosetheCostfunction.
NavigatetoAccountingCloseCycle>InventoryAccountingPeriods.
IfyouareupgradingfromRelease10.
710SC,seePeriodClose,OracleCostManagementUser'sGuide,Release10SC.
OracleOrderManagementTasksStep1:RepeatCategory2steps1–10(conditionallyrequired)IfyouhavenotyetperformedtheOrderManagementCategory2steps,orifyouhaveprocessednewtransactionssinceyoucompletedthesteps,performtheCategory2stepsnow.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:NoUsersmustlogoff:YesChecklistMenuResponsibility>function1.
RepeatCategory2steps1–10(conditionallyrequired)ApplicationSpecialist(OrderEntry/ShippingPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideUsersmustlogoff:NoAdditionalInformation:SeeOracleOrderManagementTasks,Chapter2.
Procurement3-22UpgradingOracleApplicationsProcurementReviewthissectionandcompleteonlythetasksfortheOracleProcurementproductsyouhaveinstalled.
OraclePurchasingTasksStep1:ModifydefaultMRPprofileoptions(conditionallyrequired)IfyoudidnotuseAutoSourceRulesinRelease10.
7,donotperformthisstep.
IfyouusedAutoSourceRulesinRelease10.
7character-mode,theSourcingRule/BillofDistributionAssignmentswindowisavailableaftertheupgrade.
Settheseprofileoptionsatthattime(Step3oftheOraclePurchasingTasksinCategory5).
ToaccommodatetheenhancedsourcingrulesandApprovedSupplierList(ASL)entries,AutoUpgradeassignsdefaultprofileoptionvaluesforMRP:DefaultSourcingAssignmentSetandMRP:SourcingRuleCategorySet.
Youmaywanttomodifythesedefaultstosuityourbusinessneeds.
NavigatetotheSystemProfileValueswindowintheSystemAdministratorresponsibility(fromtheoldAPPL_TOP).
QueryforMRP:SourcingRuleCategorySetandMRP:DefaultSourcingAssignmentSettomakesurethatvaluesareprovidedattheSitelevel.
TomodifyMRP:SourcingRuleCategorySet:YoucansettheMRP:SourcingRuleCategorySetprofileoptiontothenameofthecategorysetusedbyPurchasing,ortoanyothercategorysetyourequire.
FromthePurchasingresponsibility,chooseSetup>Items>Categories>DefaultCategorySets.
UsetheCategorysetnamethatappearsnexttothePurchasingFunctionalarea.
ChecklistPerformedby1.
ModifydefaultMRPprofileoptions(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministratorPerformifupgradingfrom:Release10.
7NCA,10SCPerformedby:ApplicationsSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesPublicSectorCategory3—PerformingtheUpgrade3-23TomodifyMRP:DefaultSourcingAssignmentSet:YoucansettheMRP:DefaultSourcingAssignmentSetprofileoptiontotheassignmentsetusedbyPurchasing.
Ifyoualreadyhaveasourcingruleassignmentset,youcanchooseitforthisprofileoptionvalue.
Ifyoudonot,usetheSourcingRule/BillofDistributionAssignmentswindowtocreateone.
FromthePurchasingresponsibility,chooseSupplyBase>AssignSourcingRules.
Createanassignmentsetnameandsaveit.
ThenchoosethisnameintheMRP:DefaultSourcingAssignmentSetprofileoption.
PublicSectorReviewthissectionandcompleteonlythetasksfortheOraclePublicSectorproductsyouhaveinstalled.
OracleGrantsAccountingTasksStep1:Verifythatallawardshaveacurrent,baselinedbudget(required)Attention:Purchasingusesjustoneassignmentset—theoneindicatedinthisprofileoption.
Therefore,AutoUpgradeassignsallnewlycreatedsourcingrulestothisassignmentsetname.
AdditionalInformation:SeeAutomaticSourcinginOracleApplicationsPurchasingUser'sGuideorPublicSectorPurchasingUser'sGuideChecklistPerformedby1.
Verifythatallawardshaveacurrent,baselinedbudget(required)ApplicationsSpecialist(Grants)2.
Runcostingandfundscheckprocedures(required)ApplicationsSpecialist(Grants)3.
Runtheupdateawardssummary(required)ApplicationsSpecialist(Grants)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Grants)Referencemanual:OracleGrantsAccountingUser'sGuideUsermustlogoff:YesTUMSStepKey:GMS_AWARD_BASEBUDGET_EXISTSPublicSector3-24UpgradingOracleApplicationsAcurrentbaselinedawardbudgetisrequiredforeveryawardthathastransactionschargedtoit.
Ifacurrentbaselinedbudgetdoesnotexistforsuchawards,theawardbudgetbalancesandthetransactionschargedtoitwillNOTbeupgraded.
FromthenewAPPL_TOP,runthefollowingscript:UNIX:$cd$GMS_TOP/admin/sql$sqlplus/@gmsupaud.
sqlWindows:C:\>cd%GMS_TOP%\admin\sqlC:\>sqlplus/@gmsupaud.
sqlThescriptproducesareportfile(gms_upgrade_no_budgets.
lst),whichlistsawardandprojectcombinationsthatdonothaveacurrent,baselinedbudget.
Re-baselineand/orestablishacurrentbaselinedbudgetforanyawardslistedinthereport.
CompleteandrerunthisstepuntilnoawardsarelistedinthereportbeforeyouproceedwiththeremainingGrantsAccountingupgradestepsinthissection.
Step2:Runcostingandfundscheckprocedures(required)RuntheGMScostingandfundscheckproceduresforexpensereports,straighttimelabor,andusage.
Formoreinformation,seethefollowingsectionsinChapter33,ProcessesandReportsProcedures,OracleGrantsAccountingUser'sGuide:GMS:CostingandFundsCheckonExpenseReportsExpenditureItemsProcedureGMS:CostingandFundsCheckonStraightTimeLaborProcedureGMS:CostingandFundsCheckonUsagesandMiscellaneousCostsProcedureGMS:DistributeSupplierInvoiceAdjustmentCostsandFundscheckAdditionalInformation:Formoreinformation,seeBudgetEntryProceduresintheOracleGrantsAccountingUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Grants)Referencemanual:OracleGrantsAccountingUser'sGuideUsermustlogoff:YesRequiresconcurrentmanager:YesTUMSStepKey:GMS_RUN_COSTING_AND_FUNDS_CHECKPublicSectorCategory3—PerformingtheUpgrade3-25Step3:Runtheupdateawardssummary(required)RuntheGMSUpdateAwardSummaryAmountsforaRangeofAwardsprocedure.
Forinformationonhowtorunthisprocedure,seethefollowingsections:Release10.
7:SeeGMS:UpdateAwardSummaryAmountsforaRangeofAwardsProcedure,Chapter33,ProcessesandReports,OracleGrantsManagementUser'sGuide.
Release11.
0:SeeGMS:UpdateAwardSummaryAmountsforaRangeofAwardsProcedure,Chapter36,ProcessesandReportsProcedures,OracleGrantsManagementUser'sGuide.
OracleU.
S.
FederalFinancialsTasksToupgradefromVersion3.
3ofOracleU.
S.
FederalFinancials,usersmustapplyPatchSetForhigher.
Step1:Dropobsoleteobjects(required)Forversion2.
0and3.
3,dropallseeddata,obsoletedatabaseobjects,andindexes.
Checkthelogfilefvdrpobj.
logforerrors.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialistorTechnicalSpecialist(Grants)Referencemanual:OracleGrantsAccountingUser'sGuideUsermustlogoffthisapplication:YesRequiresconcurrentmanager:YesTUMSStepKey:GMS_RUN_UPDATE_AWARDS_SUMChecklistPerformedby1.
Dropobsoleteobjects(required)TechnicalSpecialistPerformifupgradingfrom:2.
0,3.
3Performedby:TechnicalSpecialistReferencemanual:NoUsermustlogoffthisapplication:YesTUMSStepKey:FV_DROP_OBJECTSSalesandMarketing3-26UpgradingOracleApplicationsVersion2.
0:UNIX:$cd$FV_TOP/patch/115/sql$sqlplus/@fv107obj.
sqlWindows:C:\>cd%FV_TOP%\patch\115\sqlC:\>sqlplus/@fv107obj.
sqlVersion3.
3:UNIX:$cd$FV_TOP/patch/115/sql$sqlplus/@fv110obj.
sqlWindows:C:\>cd%FV_TOP%\patch\115\sqlC:\>sqlplus/@fv110obj.
sqlSalesandMarketingReviewthissectionandcompleteonlythetasksfortheOracleSalesandMarketingproductsyouhaveinstalled.
OracleSales/OracleSalesCompensationTasksIfyouhaveimplementedOracleSales,OracleService,orOracleSalesCompensation,reviewOracleMetaLinknote236954.
1andperformtheadditionalpre-upgradesteps.
ServiceReviewthissectionandcompleteonlythetasksfortheOracleServiceproductsyouhaveinstalled.
OracleServiceTasksIfyouhaveimplementedOracleService,reviewOracleMetaLinknote236954.
1andperformtheadditionalpre-upgradesteps.
DatabaseandSystemAdministrationCategory3—PerformingtheUpgrade3-27DatabaseandSystemAdministrationAllusersmustcompletethisportionoftheupgradeaftercompletingtheproduct-specifictasksandbeforerunningAutoUpgrade.
SystemAdministrationTasksStep1:IdentifypotentialORACLEschemaconflicts(conditionallyrequired)IfyouoriginallyinstalledOracleApplicationswithRelease9.
3orearlier,ensurethattheIDsforexistingORACLEschemasdonotconflictwithonesnecessaryfornewschemascreatedbyAutoUpgrade.
Toidentifypotentialconflicts,runthefollowingscriptfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@adpuver.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@adpuver.
sqlAnyORACLEIDvalueslistedbythescriptthatarenotassociatedwithanAPPSschemaarepotentialconflicts,andmayresultinproblemsduringtheupgrade.
ChecklistPerformedby1.
IdentifypotentialORACLEschemaconflicts(conditionallyrequired)SystemAdministrator2.
EnableSYSADMINuserandpassword(required)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoUsersmustlogoff:YesAttention:Ifyoudeterminethereisapotentialconflict,contactOracleSupportServices.
DatabaseandSystemAdministration3-28UpgradingOracleApplicationsStep2:EnableSYSADMINuserandpassword(required)BecauseAutoUpgrademustaccesstheOracleApplicationObjectLibraryORACLEusernameusingtheapplicationuserSYSADMIN,ensurethatthisapplicationuserexistsandisenabled.
SYSADMINmustalsohaveaccesstotheSystemAdministratorresponsibility.
ThenameofthisresponsibilitymustbeSystemAdministratoranditmustconnecttotheAPPSschemaforitsdatagroup.
SetthepasswordtoSYSADMIN.
Toverifythisinformation,gotoSecurity>User>DefineandqueryforusernameSYSADMIN.
PerformtheverificationfromtheoldAPPL_TOP.
DatabaseUpgradeTasksPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoUsersmustlogoff:YesChecklistPerformedby1.
Shutdownapplicationslistenersandconcurrentmanagers(required)DatabaseAdministrator2.
MigrateorupgradetheOracledatabase(required)DatabaseAdministrator3.
SetupNet8(conditionallyrequired)–databaseserverDatabaseAdministrator4.
Runpreparatoryscripts–databaseserver(required)DatabaseAdministrator5.
Runpreparatoryscript–adminserver(required)DatabaseAdministrator6.
GatherdatabasestatisticsforCBO(required)DatabaseAdministrator7.
Gatherdatabaseinformation(recommended)DatabaseAdministrator8.
CheckSQL*Plusoptions(required)DatabaseAdministrator9.
Verifyrollbacksegmentsizing(required)DatabaseAdministrator10.
TurnoffautomaticarchiveloggingandReplication(required)DatabaseAdministrator11.
Disablecustomtriggers,constraints,andindexes(conditionallyrequired)DatabaseAdministrator12.
InstallXMLParserforPL/SQL(required)DatabaseAdministrator13.
Backupthedatabase(recommended)DatabaseAdministrator14.
CompleteupgradestepsforNLSdatabases(conditionallyrequired)DatabaseAdministratorDatabaseandSystemAdministrationCategory3—PerformingtheUpgrade3-29Step1:Shutdownapplicationslistenersandconcurrentmanagers(required)Shutdownformslisteners,weblisteners,andtheconcurrentmanagersbeforeyoubegintheupgrade.
DothisfromtheoldAPPL_TOP.
Ensureallconcurrentprocessarecomplete:Beforeyoushutdowntheconcurrentmanagers,checktoseethatallprocessesarecomplete.
NavigatetoConcurrent>Requests.
IntheFindRequestswindow,selectAllmyrequests.
ClickFind.
CancelPendingrequestsasnecessary.
Shutdownapplicationslistenersandconcurrentmanagers:AsSystemAdministrator,chooseAdministerConcurrentManagers.
NavigatetotheControlfieldandselectDeactivate.
Step2:MigrateorupgradetheOracledatabase(required)Therearetwosetsoftaskslistedinthisstep.
Chooseonlythetasksthatapplytothedatabase.
IfyoumigratedorupgradedtoRelease8.
1.
7.
4inCategory1:IfyoumigratedorupgradedthedatabaseinCategory1,followtheinstructionsdescribedhere.
Youmustcompletethesetasksbeforeyoucontinuewiththeupgrade.
SwitchthedatabasetotheOracle8iORACLE_HOMEthatRapidInstallcreatedintheEnvironmentPreparationTasksinCategory2byperformingthefollowingsteps:Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iMigrationUsersmustlogoff:YesAttention:Youmustmigratethedatabasetoan8kblocksize.
SeeBlockSizeinthePrefaceformoreinformation.
AdditionalInformation:SeeOracle8iMigrationandOracle8iUtilities.
SeealsoOracleApplicationsMaintenanceProcedures.
DatabaseandSystemAdministration3-30UpgradingOracleApplications1.
UpgradetheOracle8ito8.
1.
7.
4,ifyouhavenotdonesoalready.
2.
Movetheinit.
oraparameterfilefromtheinitial8.
1.
7.
4ORACLE_HOME/dbsdirectorytothenew8.
1.
7.
4ORACLE_HOME/dbsdirectory.
3.
CarefullyreviewtheinformationaboutinitializationparametersinDatabaseInitializationParametersforOracleApplications(OracleMetaLinkDocID:216205.
1).
Determinetheappropriateparametersandsetthemininit.
ora.
4.
Relocatedatabasefiles,ifnecessary.
5.
Recreatecontrolfiles,ifnecessary.
6.
Startthedatabase.
SetuptablespacesasdescribedinStep2oftheDatabaseUpgradeTasksinChapter2.
IfyouaremigratingorupgradingtheOracleRDBMStoRelease8.
1.
7.
4now:Ifyouhavenotyetmigratedorupgradedthedatabase,followtheinstructionsdescribedhere.
Youmustmigrateorupgradethedatabasebeforeyoucontinuewiththeupgrade.
1.
UsingOracleUniversalInstaller,installthelatestcertifiedOracle8iRelease8.
l.
7.
4patchsetinthe8.
1.
7.
4ORACLE_HOME.
ChecktheCertifysectionofOracleMetaLinkforadditionalpatchesthatmayhavebeenidentifiedsincethepublicationofthisbook.
2.
PerformthemigrationorupgradeusingtheOracle8iORACLE_HOMEcreatedbyRapidInstall.
FollowtheinstructionsinOracle8iMigration,Release3(8.
1.
7)tomigratethedatabase.
Note:RapidInstallhasalreadycreatedtheORACLE_HOMEwiththeappropriateRDBMSupdatesforthisrelease.
Note:DonotperformthedatabaseupgradestepslistedintheOracle8iRelease8.
1.
7.
4patchsetreleasenotes.
Allrequireddatabaseobjectsarecreatedwhenyourunthepreparatoryscriptslaterinthischapter.
DatabaseandSystemAdministrationCategory3—PerformingtheUpgrade3-313.
CarefullyreviewtheinformationaboutinitializationparametersinDatabaseInitializationParametersforOracleApplications(OracleMetaLinkDocID:216205.
1).
Determinetheappropriateparametersandsetthemininit.
ora.
4.
Restartthedatabasesothattheparameterstakeeffect.
5.
Setuptablespaces.
SeeStep2oftheDatabaseUpgradeTasksinChapter2.
Step3:SetupNet8(conditionallyrequired)–databaseserverFollowtheinstructionsinConfiguringNon-OracleDatabaseServices:ConfiguringNet8forExternalProcedures,OracleNet8Administrators'GuideandtheOracle8iEnterpriseEditionReleaseNotes.
Step4:Runpreparatoryscripts–databaseserver(required)WeprovidescriptsthatcreateobjectsrequiredbytheRDBMSandothertechnologystackcomponentsonthedatabaseserver.
Eachscriptcreatesoneormorespoolfilesandplacestheminthedirectoryyouranthescriptsfrom.
Checkthespoolfileforerrorsafteryouruneachscript.
Note:YouwillupgradeormigratedirectlytoRelease8.
1.
7.
4.
DisregardtheadmonitionintheRelease8.
1.
7.
4readmefilethattellsyounottoupgradedirectlyto8.
1.
7.
4.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleNet8Administrators'GuideUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesScript(UNIX)Script(Windows)Descriptionaddb817.
sqladdb817_nt.
sqlSetsupdatabaseSYSschema.
adsy817.
sqladsy817_nt.
sqlSetsupdatabaseSYSTEMschema.
DatabaseandSystemAdministration3-32UpgradingOracleApplications1.
Create$ORACLE_HOME/appsutil/adminonthedatabaseserver.
2.
Copyaddb817.
sql,adsy817.
sql,addbjava.
sql,andaddbmisc.
sql(UNIX)from$APPL_TOP/adminto$ORACLE_HOME/appsutil/admin.
Or,onaWindowsplatform,copytheWindowsversionsfrom%APPL_TOP%\adminto%ORACLE_HOME%\appsutil\admin.
3.
SettheenvironmenttopointtoORACLE_HOMEonthedatabaseserver.
4.
Runthepreparatoryscriptsinthefollowingorder:UNIX:$sqlplus/nologSQL>connectsystem/SQL>@addb817.
sql$sqlplus/nologSQL>connectsystem/SQL>@adsy817.
sql$sqlplus/nologSQL>connectsystem/SQL>@addbjava.
sqladdbjava.
sqladdbjava_nt.
sqlSetsupdatabaseJAVA-relatedcomponents.
DonotrunthisscriptifyouhavealreadymigratedJserver,andinstalledtheJavaVirtualMachine(JVM).
RunningthisscriptwhenJVMobjectsalreadyexistwillcorruptthedatabase.
addbmisc.
sqladdbmisc_nt.
sqlSetsupotherdatabasecomponents.
Note:Accessthedatabaseserverdirectly.
DonotattempttorunanyofthesescriptsusingNet8.
Note:Ignoreanyinstructionstorunadsysapp.
sqlatthistime.
YouwillrunthisscriptinStep5(ontheadminserver).
Script(UNIX)Script(Windows)DescriptionDatabaseandSystemAdministrationCategory3—PerformingtheUpgrade3-33$sqlplus/nologSQL>connectsystem/SQL>@addbmisc.
sql\Windows:$sqlplus/nologSQL>connectsystem/SQL>@addb817_nt.
sql$sqlplus/nologSQL>connectsystem/SQL>@adsy817_nt.
sql$sqlplus/nologSQL>connectsystem/SQL>@addbjava_nt.
sql$sqlplus/nologSQL>connectsystem/SQL>@addbmisc_nt.
sql\Warning:Donotrunaddbjava.
sqlifyouhavemigratedJserver,andinstalledtheJavaVirtualMachine(JVM).
RunningthisscriptwhenJVMobjectsalreadyexistwillcorruptthedatabase.
Note:Ignoreanyinstructionstorunadsysapp.
sqlatthistime.
YouwillrunthisscriptinStep5(ontheadminserver).
Warning:Donotrunaddbjava_nt.
sqlifyouhavealreadymigratedJserver,andinstalledtheJavaVirtualMachine(JVM).
RunningthisscriptwhenJVMobjectsalreadyexistwillcorruptthedatabase.
Note:Theaddb817.
sqlscriptmaytakealongtimetorun.
DatabaseandSystemAdministration3-34UpgradingOracleApplicationsTheargumentsareasfollows:Step5:Runpreparatoryscript–adminserver(required)RunthisscriptfromtheadmindirectoryundertheAPPL_TOP.
Makesureyouhavepermissiontowritetothatdirectory.
sqlplus/@adsysapp2.
sqlCheckthespoolfileforerrors.
Invalidpackagesinthedatabaseareacceptable.
TheyarevalidatedwhenyourunAutoUpgrade.
ArgumentDescriptionRemoveConTextIfthereisanexistinginstallationofOracleConText,removeitbysettingthisparametertoTRUE.
Otherwise,acceptthedefaultvalue(FALSE).
DefaultTablespaceDefaulttablespacefortheOracleinterMediaschema(CTXSYSisrecommended).
IftheCTXSYStablespacedoesnotexist,createit.
Thesizerequiredis10MB.
TemporaryTablespaceTemporarytablespacefortheOracleinterMediaschema(TEMPisrecommended).
IntermediaSharedLibraryFullpathnameoftheOracleinterMediasharedlibrary:$ORACLE_HOME/ctx/lib/libctxx8.
so(UNIX),or%ORACLE_HOME%\bin\oractxx8.
dll(Windows).
Note:IfyourunthisscriptinsideSQL*PlusinsteadoffromtheSQL*Pluscommandline,enterthefullpathnamefortheinterMediaSharedLibraryparameter.
SQL*PlusdoesnotevaluatetheORACLE_HOMEvariablewhenusedwithaparameter.
AdditionalInformation:SeeOracleinterMedia,Audio,Image,andVideoUser'sGuideandReference:Oracle8iMigration.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoUsersmustlogoff:YesDatabaseandSystemAdministrationCategory3—PerformingtheUpgrade3-35Step6:GatherdatabasestatisticsforCBO(required)SeeDatabaseUpgradeTasks,Chapter1,Step5forinformationaboutgatheringCBOdatabasestatistics.
Step7:Gatherdatabaseinformation(recommended)Theadupinfo.
sqlscriptgeneratesafilecalledadupinfo.
lst,whichcontainsinformationneededlater.
Runadupinfo.
lstfromthenewAPPL_TOP:UNIX:$cd$APPL_TOP/admin/preupg$sqlplus/@adupinfo.
sqlWindows:C:\>cd%APPL_TOP%\admin\preupgC:\>sqlplus/@adupinfo.
sqlStep8:CheckSQL*Plusoptions(required)YoushouldhavesettheSQL*PlusPAUSEoptionOFFandtheNEWPAGEoptiontoavalueotherthan0(zero).
Usetheadupinfo.
lstfileyoucreatedinStep7toverifythesevalues.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iConceptsUsersmustlogoff:YesAdditionalInformation:SeeCost-basedOptimization(CBO)inthePreface.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iAdministrator'sGuideUsersmustlogoff:YesAdditionalInformation:SeeAnalyzingtheDatabaseinOracleApplicationsMaintenanceProcedures.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoDatabaseandSystemAdministration3-36UpgradingOracleApplicationsStep9:Verifyrollbacksegmentsizing(required)Usethesegmentsizinginformationintheadupinfo.
lstfilecreatedinStep7toverifythatrollbacksegmentsarelargeenoughtohandleupgradedatavolume.
ConfiguresegmentstoavoidanORA-01555"Snapshottooold"error,typically,1segmentperworkerwithanextentsizeof1MBandaminimumsegmentsizeof60MB.
Step10:TurnoffautomaticarchiveloggingandReplication(required)IfyouhavesetupanautomaticarchiveredoforlogfilesorifyouuseReplication,performthefollowingtasks:Turnoffarchivelogging:Runadstoplg.
sqltoturnoffarchivelogging.
Thisreducestheamountofdiskspaceandshortensthetimerequiredbytheupgrade.
Ifyouneedtorecovertoanearlierpoint,itisfastertorestorethedatabasebackupandrerunAutoUpgrade.
1.
Copyadstoplg.
sqlfrom$APPL_TOP/admin/preupg(UNIX)or%APPL_TOP%\admin\preupg(Windows)totheadminsubdirectoryyoucreatedinStep4.
2.
SettheenvironmenttopointtotheORACLE_HOMEonthedatabaseserver.
3.
Gototheadminsubdirectoryandrunthescript:UNIX:$svrmgrlSVRMGR>connect/assysdbaSVRMGR>@adstoplg.
sqlWindows:C:\apps\admin>svrmgrlSVRMGR>connect/assysdbaPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iAdministrator'sGuideUsersmustlogoff:YesAdditionalInformation:SeeTemporarytablespaceinthePreface.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iAdministrator'sGuideUsersmustlogoff:YesDatabaseandSystemAdministrationCategory3—PerformingtheUpgrade3-37SVRMGR>@adstoplg.
sqlTodisableReplication:BeforeyourunAutoUpgrade,turnoffReplication.
RefertoDisablingtheReplicationFeatureinOracle8iReplicationformoreinformation.
Step11:Disablecustomtriggers,constraints,andindexes(conditionallyrequired)DisablecustomtriggersorconstraintsonOracleApplicationstables.
Re-enablethesetriggersinStep6oftheDatabaseUpgradeTasksinCategory4.
IfyouhavecustomindexesonApplicationstables,determinewhethertheycanaffectperformanceduringtheupgrade,anddropthemifnecessary.
Ifyouaren'tsure,itisbesttodroptheindexesandaddthemaftertheupgrade,ifthenewreleasehasnotcreatedasimilarindex.
Step12:InstallXMLParserforPL/SQL(required)InstallXMLParserforPL/SQL(plxmlparser_v1_0_2.
zip)andXMLSQLUtilityinthedatabase.
1.
CreateanORACLE_HOME/appsutil/admindirectoryandanORACLE_HOME/appsutil/admin/xmlparserdirectoryonthedatabaseserver,iftheydonotalreadyexist.
2.
Copyplxmlparser_v1_0_2.
zipfromCOMMON_TOP/utiltoORACLE_HOME/appsutil/admin/xmlparserandunzipit.
Thisfilecreatesseveralsubdirectoriesinthecurrentlocation.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iAdministrator'sGuide,OracleApplicationsConceptsUsersmustlogoff:YesPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iApplicationDeveloper'sGuide–XMLNote:BesuretheUnzipprogramisinthePATH.
AcopyformostoperatingsystemsisinCOMMON_TOP/util/unzip.
DatabaseandSystemAdministration3-38UpgradingOracleApplications3.
CopyXSU12_ver1_2_1.
zipfromCOMMON_TOP/utiltoORACLE_HOME/appsutil/adminandunzipit.
Thisfilecreatesasinglesubdirectory(OracleXSU12)andplaceseverythingunderthatdirectory.
4.
Followtheinstallationinstructionsinthereadmefileforeachproduct(xmlparser/lib/READMEfortheXMLParserforPL/SQL,andOracleXSU12/lib/READMEfortheXMLSQLUtility.
5.
UpdateXMLParserforJavaversiontoensureconsistencybetweentheapplicationtierandthedatabase.
Ifthedatabasetierandtheapplicationtierareonthesameserver,changetothelocationoftheJAVA_TOPandruntheloadjavacommand.
Iftheapplicationtierandthedatabasetierarenotonthesameserver,copyxmlparserv2.
zipfrom$JAVA_TOPonanyApplicationsservertoatemporarylocationonthedatabaseserver.
LoaditintotheAPPSschemausingthefollowingsyntax:@loadjava-user/-r-vxmlparserv2.
zipInstallallpackagesintheAPPSschema(orallAPPSschemas,ifyouhavemorethanone).
Step13:Backupthedatabase(recommended)MakeacoldbackupoftheOracleApplicationsdatabase.
Ifyouencounterproblemsduringtheupgradeprocess,youcanusethisbackuptorestoreyoursystemtothesamestateasbeforeyoubegantheupgrade.
Step14:CompleteupgradestepsforNLSdatabases(conditionallyrequired)IfAmericanEnglishistheonlyactivelanguageinyoursystem,omitthisstep.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iBackupandRecoveryGuideUsersmustlogoff:YesWarning:ShutdownthedatabasewiththeNORMALoption.
YoumaynotbeabletorestorethedatabasefromthebackupifyouusetheIMMEDIATEorABORToption.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:YesRunAutoUpgradeCategory3—PerformingtheUpgrade3-39IfyouareupgradinganNLSdatabase,applypatch1457345(inpre-installmode)topreparethedatabasefortheupgrade.
ThisupdateisavailableinthepatchdownloadareaonOracleMetaLink.
Refertothereadmefileforinstructions.
RunAutoUpgradeYouhavenowcompletedallthetasksnecessarytoprepareyourOracleApplicationsproductsforanupgrade.
ThenextstepistorunAutoUpgrade(adaimgr).
Formoreinformation,refertoAutoUpgradeinOracleApplicationsMaintenanceUtilities.
RunAutoUpgrade3-40UpgradingOracleApplicationsCategory4—BeforeUsingOracleApplications4-14Category4—BeforeUsingOracleApplicationsThischapterdescribesCategory4steps—theyaffecttheentireOracleApplicationssystem.
ThestepsassumethatyouhavealreadyrunAutoUpgradeasthelaststepinCategory3.
AllusersmustbeloggedoffthesystemandshouldnotattempttouseanyOracleApplicationsproductuntilthesestepsarecomplete.
Updatesonpage4-2EnvironmentPreparationTasksonpage4-5DatabaseUpgradeTasksonpage4-6MultipleReportingCurrenciesTasksonpage4-10SystemAdministrationTasksonpage4-12OracleFlexBuilder/AccountGeneratorTasksonpage4-21OracleFinancialsforAsia/PacificTasksonpage4-23OracleFinancialsCommonCountryTasksonpage4-24OracleGrantsAccountingTasksonpage4-25EnvironmentVerificationTasksonpage4-26Note:Whenyouperformupgradefinishingstepsformultipledatabasesthatsharethesameadminfilesystem,runeachfrom$APPL_TOP/admin/out(UNIX)or%APPL_TOP%\admin\out(Windows)sotheoutputdoesnotoverwriteothers.
Updates4-2UpgradingOracleApplicationsUpdatesThefirstCategory4tasksdirectyoutoapplycertainupdatesandpatches,includingdatabasedrivers,product-relatedupdates.
Theyalsoincludeinformationaboutinstallingtranslatedsoftware.
AllthesetasksrequireAutoPatch.
SomemayalsorequireotherADutilities.
UpdateandPatchingTasksStep1:ApplyADmini-pack(required)UseAutoPatchinnormalmodetoapplythemostrecentADmini-packandanyassociatedADpatches.
RefertotheOracleApplicationsReleaseNotesonOracleMetaLinkforthelatestinformationonrequiredmini-packsandpatches.
IfyouapplytheADmini-packassociatedwiththisrelease,youneedonlyapplyitsdatabasedriver.
Youdonotneedtoapplyitscopydriverbecauseallfilesinthemini-packarealreadyincludedintheAPPL_TOP.
Inaddition,thereisnoneedtoAdditionalInformation:SeePatchingYourSysteminOracleApplicationsMaintenanceProcedures.
ChecklistPerformedby1.
ApplyADmini-pack(required)DatabaseAdministrator2.
UpgradeSalesandServiceproducts(required)DatabaseAdministrator3.
UpdatedatabasetocurrentApplicationsreleaselevel(required)DatabaseAdministrator4.
Installtranslatedsoftware(conditionallyrequired)DatabaseAdministrator5.
Updateinstalledandlicensedproducts(required)DatabaseAdministrator6.
Installonlinehelp(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoNote:ADmini-packsmayrequirethatyouapplyadditionalADpatchesasaprerequisite.
Reviewthemini-packreadmefilesandtheassociatedADpatchesforinstructions.
UpdatesCategory4—BeforeUsingOracleApplications4-3applyanyportionoftheprerequisitepatchesinthemini-pack(forthisrelease),asallthepatchesareincludedinthemini-pack.
Step2:UpgradeSalesandServiceproducts(required)IfyouhaveimplementedOracleSales,OracleService,orOracleSalesCompensation,reviewOracleMetaLinknote236954.
1andperformtheadditionalstepsbeforeyoucontinuewiththeremainingCategory4steps.
Step3:UpdatedatabasetocurrentApplicationsreleaselevel(required)TobringthedatabasetothefullOracleApplicationsRelease11imaintenancelevel,applytheunifiedpatchdriveru2669606.
drvontheadministrationservernode.
Itislocatedin$AU_TOP/patch/115/driver(UNIX)or%AU_TOP%\patch\115\driver(Windows).
ApplythepatchbyrunningAutoPatchwiththefollowingcommands:$adpatchoptions=nocopyportion,nogenerateportionApplyingthispatchispotentiallylong-running.
Applyingaunifieddriverpatchspeedsuptheapplicationofapatchbyrunningallpatchdrivers(database,copy,andgenerate)automatically.
However,inthecaseofthemaintenancepatch,thereisnocopydriverorgeneratedriver.
Addingoptions=nocopyportion,nogenerateportiontotheadpatchcommandtellsAutoPatchtorunonlythedatabasedriverportionofthepatch.
Thisbehaviorisnewinrelease11.
5.
9.
SeeAutoPatchinOracleApplicationsMaintenanceProceduresformoreinformation.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoWarning:DonotattempttocompletetheremainingupgradestepsorrunOracleApplicationswithoutfirstapplyingtheADminipackandthisupdate.
Updates4-4UpgradingOracleApplicationsStep4:Installtranslatedsoftware(conditionallyrequired)TheonlylanguageAutoUpgradeinstallsisAmericanEnglish.
IfAmericanEnglishistheonlyactivelanguageinyoursystem,omitthisstep.
IfyouhaveinstalledlanguagesotherthanAmericanEnglish,youmustinstallthetranslatedsoftwareforeachactivelanguagenow.
SeetheOracleApplicationsNLSReleaseNotesforinstructions(availableonOracleMetaLink).
Step5:Updateinstalledandlicensedproducts(required)Determinethelatestproduct-specificpatches.
Then,downloadthepatchesforallactivelanguages(AmericanEnglishand,ifapplicable,NLStranslatedlanguages)presentinyoursystem.
UsingADMergePatch,mergetheAmericanEnglishpatches.
Then,mergetheNLStranslatedpatches(ifany).
ApplytheAmericanEnglishpatchfirst,thenapplytheNLSpatch.
Step6:Installonlinehelp(conditionallyrequired)InstructionsforinstallingonlinehelparelocatedintheFinishingyourUpgradechapterofthisbook.
However,youmaywanttoinstallonlinehelpnowsothatyoucanreferenceitfortheremainingupgradesteps.
Forinstructions,seeStep2oftheSystemMaintenanceTasksinChapter7.
Beforeyoumakethedecisionaboutwhentoinstallhelp,notethatitmaytakeaconsiderableamountoftimetocompletethisprocess.
Performifupgradingfrom:10.
7,11.
0withoneormorenon-AmericanEnglishactivelanguagesPerformedby:DatabaseAdministratorReferencemanual:NoTUMSStepKey:AD_INSTALL_NLSPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoAdditionalInformation:SeeApplyingMultiplePatchestoanNLSInstallationinOracleApplicationsMaintenanceProcedures.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoEnvironmentCategory4—BeforeUsingOracleApplications4-5EnvironmentAllusersmustcompletethisportionoftheupgrade.
CompletethesetasksbeforeyouperformtheDatabaseUpgrade,theApplicationsTechnology,ortheproduct-specifictasks.
EnvironmentPreparationTasksStep1:RunRapidInstalltoconfigureandstartserverprocesses(required)Asapre-upgradestep,youranRapidInstalltosetupthetechnologystackandcreatethefilesystem.
Now,runRapidInstalltoconfigureandrestarttheserverprocesses.
GotoChapter4inInstallingOracleApplicationsandfollowtheinstructionsbeginningwiththeConfigureandStartServerProcessesstep.
Wheninstructedtodoso,returnhereandcompletetheremainingCategory4steps.
Step2:ConfigureApplicationsclientsoftware(conditionallyrequired)Ifyoursystemusesmultiplewebservers,youmustconfiguretheclientsoftwaretousetheOracleJavaVirtualMachineoneachwebserverbeforeyoulogontoOracleApplicationsforthefirsttime,orrunAutoPatch.
SeeConfigureClientSoftwareinInstallingOracleApplicationsforinstructions.
ChecklistPerformedby1.
RunRapidInstalltoconfigureandstartserverprocesses(required)DatabaseAdministrator/SystemAdministrator2.
ConfigureApplicationsclientsoftware(conditionallyrequired)DatabaseAdministrator/SystemAdministrator3.
Reapplycustomizations(conditionallyrequired)DatabaseAdministrator/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:InstallingOracleApplicationsPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoDatabase4-6UpgradingOracleApplicationsStep3:Reapplycustomizations(conditionallyrequired)IfyoucustomizedApplicationsenvironmentfiles(APPLSYS.
envordevenv),re-integratethemintheAPPL_TOP.
envfile,indevenv.
env,orintheadovars.
envfile$APPL_TOP/admin(UNIX)or%APPL_TOP%\admin(Windows).
Restarttheapplicationserverprocessessothatthechangestakeaffect.
Ifyoursystemincludescustomizedforms,reports,programs,libraries,orotherApplicationsfiles,reapplythechangesthatapplytothenewrelease.
DatabaseAllusersmustcompletethisportionoftheupgrade.
CompletethesetasksbeforeyouperformtheApplicationsTechnologystepsortheproduct-specificsteps.
DatabaseUpgradeTasksAdditionalInformation:SeeCompleteGuidetoJInitiatorforOracle'sE-BusinessSuite:Overview,Setup&Troubleshooting(OracleMetaLinkDocID:162488.
1).
SeealsoUpgradingtheJInitiatorVersionusedwithOracleApplications11i(OracleMetaLinkDocID:124606.
1).
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanualneed:NoAdditionalInformation:SeeManagingServerProcessesinChapter1ofOracleApplicationsMaintenanceProcedures.
ChecklistPerformedby1.
ResetORACLEschemapasswords(recommended)DatabaseAdministrator/SystemAdministrator2.
GatherdatabasestatisticsforCBO(required)DatabaseAdministrator/SystemAdministrator3.
Setrollbacksegmentsfornormaluse(required)DatabaseAdministrator4.
ValidateandcompileAPPSschema(s)(required)DatabaseAdministrator/SystemAdministrator5.
Integratecustomobjectsandschemas(conditionallyrequired)DatabaseAdministrator/SystemAdministratorDatabaseCategory4—BeforeUsingOracleApplications4-7Step1:ResetORACLEschemapasswords(recommended)Duringtheupgrade,RapidInstallpreservesthepasswordsthatyousetpreviouslyforexistingproducts.
However,asitcreatesaschemaforeachnewproductinstalled,itsetsupadefaultpasswordderivedfromtheproductshortname.
Tomaintainproductsecurity,resetthesedefaultpasswordsnow.
UsetheOracleUserswindowfromtheSystemAdministratorresponsibility.
Step2:GatherdatabasestatisticsforCBO(required)YouruntheGatherSchemaStatisticsconcurrentprogram(SystemAdministration>SubmitRequest)togatherdatabasestatistics.
IftheschemanameisALL,thenallApps-specificschema(havinganentryintheFND_PRODUCT_INSTALLATIONStable)statisticsaregathered.
Inadditiontogatheringindexandtable-levelstatistics,theprocedurealsogatherscolumn-levelhistogramstatisticsforallthecolumnslistedintheFND_HISTOGRAM_COLStable.
Thisprogramispotentiallylong-running.
Becauseitisimportanttohaveanup-to-dateset,gatherdatabasestatisticsperiodicallytomakesurethedatabasequeriesareoptimized.
6.
Re-enablecustomtriggers,constraints,andindexes(conditionallyrequired)DatabaseAdministrator/SystemAdministrator7.
BackupOracleApplications(recommended)DatabaseAdministrator/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoAdditionalInformation:SeeOracleApplicationsSchemaPasswordChangeUtilityintheOracleApplicationsSystemAdministrator'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoRequiresconcurrentmanager:YesChecklistPerformedbyDatabase4-8UpgradingOracleApplicationsStep3:Setrollbacksegmentsfornormaluse(required)Settherollbacksegmentsfornormaloperation,typically,1foreach25users,plus1foreachconcurrentmanager.
Maketheextentsize1MB,andtheminimumsegmentsize60MB.
Step4:ValidateandcompileAPPSschema(s)(required)Beforeyoucontinuewiththeupgrade,fixinvalidobjectsinthedatabase.
1.
Createlistofinvalidobjects.
FromtheADAdministrationmainmenu,selecttheMaintainApplicationsDatabaseObjectsmenu.
Runthe"ValidateAPPSschema(s)"task.
Reviewtheoutputandtakecorrectiveactionasindicatedinthereport.
2.
CompileobjectsinAPPSschema.
FromtheMaintainApplicationsDatabaseObjectsmenu,runthe"CompileAPPSschema(s)"optiontocompilealltheinvalidobjectsintheAPPSschema.
3.
Re-generatelistofinvalidobjects.
Re-compiletheinvalidobjectsuntilthelistcontainsonlythosethatareconsideredacceptable.
SeethelatestversionoftheAdditionalInformation:SeeCost-basedOptimizationinOracleApplicationsinOracleApplicationsSystemAdministrator'sGuide.
SeealsoCost-basedOptimizationinOracleApplicationsConceptsandIntroductiontoOptimizationinOracle8iConcepts.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoImportant:MRCusersmustperformthisstep.
Youmustcorrectallproblemsinthereportandlogfilesbeforecontinuing.
FailuretodosowillresultinanincompleteorunusableMRCinstallation.
DatabaseCategory4—BeforeUsingOracleApplications4-9OracleApplicationsReleaseNotesforalistofacceptableinvalidobjectsforthisrelease.
Step5:Integratecustomobjectsandschemas(conditionallyrequired)IfyoupreviouslycreatedcustomobjectsorhavecustomschemasthatmustbetightlyintegratedwithOracleApplications,followthestepsinOracleApplicationsDeveloper'sGuidetore-integratethesecustomizationswiththeAPPSschema.
Release11iusesInvokerRightsformostPL/SQLpackages.
Executingthesepackagesfromcustomschemasmayrequireadditionalgrantsfrom,andsynonymsto,APPSschemaobjects.
WerecommendyouexplicitlydeclareInvokerRightsorDefinerRightsforcustomPL/SQLpackages.
SeeOracle8iPL/SQLUser'sGuideandReferenceformoreinformation.
CustomdatabaseobjectsmustfollowthenamingstandardsforcustomobjectnamestoavoidconflictwithOracleApplications.
Step6:Re-enablecustomtriggers,constraints,andindexes(conditionallyrequired)AdditionalInformation:SeeADAdministrationinOracleApplicationsMaintenanceUtilities.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideWarning:Whennamingdatabaseobjects,useXXasapartoftheshortname.
Forexample,youmightdefineathecustomapplicationtousetheshortnameXXGL,anddatabaseobjectstobeginwithanXXGL_prefix.
AdditionalInformation:SeeNamingStandardsinOracle8iApplicationsDeveloper'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideOracle8iAdministrator'sGuideMultipleReportingCurrencies(MRC)4-10UpgradingOracleApplicationsDuringtheupgrade,customtriggersorconstraintsmayhavebeenmodified.
IfyoudisabledthesetriggersandconstraintsinStep11oftheDatabaseUpgradeTasksinCategory3,identifyanydataupdatesthatmustbemadebeforeyoure-enablethem.
Ifyoudroppedanycustomindexesinthesamestep,reviewthenewdatamodeltodetermineiftheindexisnecessarybeforeyouredefineit.
Step7:BackupOracleApplications(recommended)HavethesystemadministratorbackuptheOracleApplicationsproductfiles.
Onaserverorstand-alonemachine,havethedatabaseadministratorbackuptheOracleApplicationsdatabase.
MultipleReportingCurrencies(MRC)ThefollowinggenericMRCstepsmustbeperformedtoimplementthisfeatureacrosstheproductsthatuseit.
ThestepsassumeanupgradefromOracleApplicationsRelease11.
0.
IfyouareupgradingfromRelease10.
7andwanttoactivateMRCinRelease11i,followthestepsinMultipleReportingCurrenciesinOracleApplicationstoinstallMRCafteryoucompletetheupgradetoRelease11i.
MultipleReportingCurrenciesTasksStep1:MaintainMRCschema(s)(conditionallyrequired)Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:Oracle8iBackupandRecoveryGuide,OracleApplicationsConceptsNote:MRCisenabledintheVisionDemodatabase,butnotintheproductionandtestdatabases.
SeeMultipleReportingCurrenciesinOracleApplicationsformoreinformation.
ChecklistPerformedby1.
MaintainMRCschema(s)(conditionallyrequired)DatabaseAdministrator2.
VerifyMRCinstallation(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorMultipleReportingCurrencies(MRC)Category4—BeforeUsingOracleApplications4-11ToensurethattheMRCschemaisconsistentwiththechangestotheAPPSschema,andtocompiletheobjectsintheAPPS_MRCschema,completethesesteps:1.
FromtheADAdministrationMainMenu,gototheMaintainApplicationsDatabaseObjectsmenu.
RuntheMaintainMultipleReportingCurrenciesSchema(s)option.
2.
Performthesesteps,makingsurethatyouindicateYesforallquestions:UpdateMRCschemaitself(MRCschemaobjectsarealwaysupdated)[Yes]CompileinvalidobjectsafterupdatingMRCschemaobjects[Yes]RecreateMRCtriggersintheAPPSschema(s)[Yes]Step2:VerifyMRCinstallation(conditionallyrequired)ToverifythesuccessoftheMRCinstallation,runadvrfmrc.
sql.
It:VerifiesthatforeverypackageinAPPSschema,thereisanequivalentpackageorsynonyminAPPS_MRCschema.
VerifiesthattherearenofunctionsorpackagesmissingintheAPPS_MRCschema.
VerifiesthattherearenodatabasetriggersinAPPS_MRCschema,andallrequiredMRCtriggersarepresentintheAPPSschema.
VerifiesthattheMRCdatagroupisdefined.
TellsyouhowtocorrecterrorsintheAPPS_MRCschema.
Referencemanual:NoNote:Re-runMaintainMultipleReportingCurrenciesSchema(s)whenyoumakechangesinthefuture.
Forexample,ifanupdatechangesschemaobjects,runthisoptionafteryouapplytheupdatetoensurethattheMRCschemaisconsistentwithchangestotheAPPSschema.
AdditionalInformation:SeeOracleApplicationsMaintenanceUtilities.
Performifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoApplicationsTechnology4-12UpgradingOracleApplicationsTorunadvrfmrc.
sqlasfollows:UNIX:$sqlplus/@$AD_TOP/admin/sql/advrfmrc.
sql\Windows:C:\>sqlplus/@%AD_TOP%\admin\sql\advrfmrc.
sql\ApplicationsTechnologyAllusersmustcompletethisportionoftheupgrade.
Completethesetasksbeforeyouperformtheproduct-specificsteps.
SystemAdministrationTasksChecklistPerformedby1.
ConfigureJava-basedWorkflowNotificationMailer(required)SystemAdministrator2.
Fixflexfieldscross-validationrules(required)TechnicalSpecialist3.
Setprofileoptions(required)SystemAdministrator4.
ConvertflexfieldDateandDateTimevaluesets(recommended)TechnicalSpecialist5.
Upgradeflexfielddateandnumberdata(required)TechnicalSpecialist6.
Setupelectronicmailforconcurrentmanagers(required)SystemAdministrator7.
Reconnectspawnedconcurrentprograms(conditionallyrequired)TechnicalSpecialist8.
Update/verifycustomresponsibilities(conditionallyrequired)SystemAdministrator9.
Copyandre-customizepreviouslymodifiedscriptsorreports(conditionallyrequired)TechnicalSpecialist10.
MigratetheCUSTOMlibrary(recommended)SystemAdministrator11.
Copyexistingcustomstartscripts(conditionallyrequired)SystemAdministrator12.
Restrictaccesstoconcurrentprocessingservers(required)SystemAdministrator13.
Loadattachmentfilesintodatabase(conditionallyrequired)SystemAdministratorApplicationsTechnologyCategory4—BeforeUsingOracleApplications4-13Step1:ConfigureJava-basedWorkflowNotificationMailer(required)IfyouusetheOracleWorkflowNotificationMailertosendandreceivee-mailnotificationmessages,andyouhavenotalreadyupgradedtothenewJava-basedWorkflowNotificationMailer,youmustdosonow.
ThepreviousC-basedNotificationMailerconcurrentprogramandGenericServiceManagementNotificationMailerareobsolete.
YouconfiguretheJava-basedWorkflowNotificationMailerthroughthenotificationmailerconfigurationwizardinOracleApplicationsManager.
YourunitusingtheGenericServiceManagement(GSM)featureofOracleApplicationsconcurrentprocessing.
Formoreinformation,refertoImplementingNotificationMailers,OracleWorkflowAdministrator'sGuide,andtotheOracleApplicationsManageronlinehelp.
Step2:Fixflexfieldscross-validationrules(required)Tolistflexfieldcross-validationrulesthathavenolinesandfixanyinvaliddata,runthefollowingscript.
Itpromptsasfollows:Listallbadrulelines(yesorno)TypeYestolisttheinvalidlineswithoutfixingthedata.
Deleteallbadrulelines(yesorno)TypeYestofixtheinvaliddata.
UNIX:$cd$FND_TOP/sql$sqlplus/@affixcvr.
sqlWindows:C:\>cd%FND_TOP%\sqlC:\>sqlplus/@affixcvr.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleWorkflowAdministrator'sGuidePerformifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:NoApplicationsTechnology4-14UpgradingOracleApplicationsStep3:Setprofileoptions(required)Toseeinstructionsforsettingprofileoptionsandalistofrequiredoptions,refertotheproduct-specificimplementationdocumentationandOracleMetaLink.
Step4:ConvertflexfieldDateandDateTimevaluesets(recommended)ConvertflexfieldsegmentsorreportparametersthatusetheformattypeDateorDataTimetousetheformattypeStandardDateorStandardDateTime.
UsetheFlexfieldsListDataorDateTimeSetUsagesconcurrentprogramtoviewalistofthevaluesetusages.
Reviewvaluesetusages:LoginasthesystemadministratorandchooseRequests>Run.
RuntheFlexfieldsListDataorDateTimeSetUsagesconcurrentprogram,andreviewthelogfile.
Old-typevaluesetusagesthatareseededvaluesetscanbereplacedbyseededstandarddatevaluesets.
Ifyouhaveusedcustomvaluesetsorpre-seededstandardvaluesets,usetheclonefeature.
Clonevaluesets:Ifyouhavecustomvaluesets,runthefollowingconcurrentprogram:1.
Asthesystemadministrator,chooseRequests>Run.
RuntheFlexfieldsCloneaDate,orDateTimeValueSetasStandardDate,orStandardDateTimeValueSetprogram.
2.
Enteroldvaluesetnameasaparameter.
Thenewvaluesetnamedefaultsto_STANDARD.
3.
Continueuntilallcustomvaluesetsarecloned.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:Product-specificimplementationmanuals,OracleApplicationsSystemAdministrator'sGuideAdditionalInformation:SeeProfileOptionsinOracleApplicationObjectLibraryinOracleApplicationsSystemAdministrator'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:NoApplicationsTechnologyCategory4—BeforeUsingOracleApplications4-15Replaceold-typevaluesetusages:Ifyoufindold-typevaluesets,locatetheflexfieldsegmentsandreportparametersthatusethem,andupdatethemtousethenewones.
Asthesystemadministrator,youcanupdatethefollowingvaluesets:Forkeyflexfieldsegments,chooseFlexfields>Key>Segments.
Fordescriptiveflexfieldsegments,chooseFlexfields>Descriptive>Segments.
Forreportparameters,chooseConcurrent>Programs>Parameters.
Step5:Upgradeflexfielddateandnumberdata(required)Tosupportmultipleformats,allflexfielddateandnumberdataisstoredinacanonicalform.
Toupgradethetransactiondatainthedateandnumbervaluesetstoreflectthiscanonicalform,youcanusethefollowingconcurrentprograms:FlexfieldsUpgradeAllStandardDateandStandardDateTimeValueSetsFlexfieldsUpgradeOneStandardDateandStandardDateTimeValueSetFlexfieldsUpgradeAllNumberValueSetsFlexfieldsUpgradeOneNumberValueSetRuntheAllStandardandAllNumbervaluesetsprogramsnow:1.
Asthesystemadministrator,chooseRequests>Run.
2.
RunboththeFlexfieldsUpgradeAllStandardDateandStandardDateTimeValueSetsandtheFlexfieldsUpgradeAllNumberValueSetsconcurrentprograms.
Atanytimeinthefuture,youcanupgradeasinglevalueset.
ChoosetheFlexfieldsUpgradeOneStandardDateandStandardDateTimeValueSetortheFlexfieldsUpgradeOneNumberValueSet.
Supplythenameofthevaluesetwhenprompted.
Note:Attributesofthevaluesets,suchasindependentanddependentvaluesorhierarchyinformation,arenotcopiedtothenewvalueset.
AdditionalInformation:SeeOracleApplicationsFlexfieldsGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideApplicationsTechnology4-16UpgradingOracleApplicationsStep6:Setupelectronicmailforconcurrentmanagers(required)TheconcurrentmanagerssendmailtotheapplmgruseriftheInternalconcurrentmanagerstopsrunning.
Setuptheelectronicmailfortheapplmgruser.
ThelogfilefortheInternalconcurrentmanagershowsanerrorifmailisnotsetupcorrectly.
Step7:Reconnectspawnedconcurrentprograms(conditionallyrequired)Ifyouhavedevelopedshellscriptconcurrentprograms(thatusetheHostexecutionmethod),reconnecttheprogramstotheconcurrentmanagerinterface.
CopytheconcurrentprogramsfromtheoldPROD_TOPtothenewone.
Changetheworkingdirectorytothedirectorythatcontainstheconcurrentprogramexecutable.
Then,reconnecttheconcurrentprogramasfollows:UNIX:$cd$_TOP/bin$ln-s$FND_TOP/bin/fndcpesrWindows:C:\>cd%_TOP%\binC:\>copy%FND_TOP%\bin\fndcpesr.
exe.
exeParameterdescriptionsareasfollows:Step8:Update/verifycustomresponsibilities(conditionallyrequired)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleApplicationObjectLibrary/WorkflowTechnicalReferenceManualThecustomapplicationproductshortname.
ThenameyouusedtodefinetheconcurrentprogramexecutableinOracleApplicationswithoutanyfilenameextension.
AdditionalInformation:SeeImplementingConcurrentProcessingandConcurrentProcessingandProductCustomizationsStandardsinOracleApplicationObjectLibrary/WorkflowTechnicalReferenceManual.
Performifupgradingfrom:10.
7SC,10.
7NCAPerformedby:SystemAdministratorApplicationsTechnologyCategory4—BeforeUsingOracleApplications4-17Verifythatallcustomresponsibilitiesusethecorrectmenu.
FromtheSystemAdministratorresponsibility,navigatetoSecurity>Responsibilities.
Queryeachcustomresponsibilityandupdateasnecessary.
Step9:Copyandre-customizepreviouslymodifiedscriptsorreports(conditionallyrequired)CopycustomshellscriptsorreportsthatarepartofOracleApplicationstothecustomapplicationdirectoriesandre-customizethecopyasnecessary.
Step10:MigratetheCUSTOMlibrary(recommended)BeforeyoucopycustomcodeintheCUSTOMlibrarytothenewdirectorystructure,refertothebackupyoucreatedinStep2oftheSystemAdministrationTasksinCategory1andverifythatthecustomizationsarevalidforthenewversionofOracleApplications.
Forvalidcustomizations,placeacopyofthenewCUSTOMlibrary(CUSTOM.
pll)inasafeplace.
ItislocatedunderthenewAPPL_TOPin$AU_TOP/resource(UNIX),or%AU_TOP%\resource(Windows).
Then,makeacopyoftheoldOracleForms4.
5-basedCUSTOMlibraryandplaceitinthenewdirectory.
UpgradetoOracleFormsDeveloper6ibyregeneratingthelibrary.
Or,youcancutandpastetheexistingcustomcodeintothenewlibrary,andthenregenerateit.
Step11:Copyexistingcustomstartscripts(conditionallyrequired)Referencemanual:OracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleApplicationsDeveloper'sGuideAdditionalInformation:SeeProductCustomizationStandardsinOracleApplicationsDeveloper'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsDeveloper'sGuideAdditionalInformation:SeeUsingtheCUSTOMLibraryinOracleApplicationsDeveloper'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorApplicationsTechnology4-18UpgradingOracleApplicationsIfyouhavecustomizedtheconcurrentmanagerstartupscript(startmgr),copythescriptfromtheoldenvironmenttothenewenvironment.
Then,verifythatthecustomizationsarevalidforthenewenvironment.
Step12:Restrictaccesstoconcurrentprocessingservers(required)YouviewlogandoutputfilesonthedesktopclientusingtheReportReviewAgentandtheWebReportReviewtools.
So,itisnotnecessarytohavedirectaccesstotheconcurrentprocessingserverstoviewthesefiles.
ToensurethesecurityofOracleApplicationslogandoutputfiles,limituseraccesstotheconcurrentprocessingservers.
Ifusersmusthavedirectaccesstotheconcurrentprocessingserversforotherreasons,followthestepsinthissectiontorestrictaccesstothelogandoutputdirectories.
1.
CreateaUNIXEditiongroupfordirectoryusers.
CreateaUNIXEditiongroupconsistingofapplmgrandtheuserswhoneedaccesstothedirectory.
Forexample,youmightcreatethegroupglusersforallusersofOracleGeneralLedger.
Groupsaredefinedinthegroupfileoftheetcdirectory.
2.
Changedirectoryfileprotection.
Fromtheapplmgraccount,changethefileprotectionofadirectorysothatithasnoglobalprivileges:$chmod770Inthefollowingexample,therandxshowninthesystemresponseindicatethatthereareglobalreadandexecuteprivilegesforthedirectory:$cd$GL_TOP$ls-ldgoutReferencemanual:OracleApplicationsSystemAdministrationGuideNote:ThedefaultlocationinUNIXforthestartmgrscriptis$FND_TOP/bin.
Formoreinformation,seeOracleApplicationsSystemAdministrator'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideApplicationsTechnologyCategory4—BeforeUsingOracleApplications4-19drwxrwxr-x2applmgrmisappl29423Jan1210:27out/^^Afterthedirectoryprivilegeischanged,thesystemresponseliststhreedashesforglobalprivileges,indicatingthatallglobalprivilegeshavebeenrevoked:$chmod770out$ls-ldgoutdrwxrwx---2applmgrmisappl29423Jan1210:27out/^^3.
Changedirectorygroup.
Changeadirectory'sgrouptothenewUNIXEditiongroup:$chgrpHereisanexample:$chgrpglusersout$ls-ldgoutdrwxrwx---2applmgrglusers29423Jan1210:27out/Thesystemresponseindicatesthatthegrouphasbeenchangedfrommisappltoglusers.
4.
Alterfileprivilegeforconcurrentmanagerfiles(optional).
Theoperatingsystemuserthatstartstheconcurrentmanagers(applmgr)ownsalllogandoutputfilescreatedbythemanagers.
OracleApplicationsusestheUNIXcommandumasktoremovewriteprivilegetothesefilesfromallusersexcepttheowner.
Youcanchangeprivilegesbychangingthevalueofumask.
Thestartmgrscriptusestheumaskvaluesetbytheenvironmentvariable$APPLMSKinfndenv.
Tochangethisvalue,modify$APPLMSK.
Forhighersecurity,overridethevalueof$APPLMSKinstartmgr.
Ifyouaresettingupparallelconcurrentprocessing,dothesamefordcpbatch.
Tomodifytheumaskvalueinstartmgrordcpbatch,changeto$FND_TOP/binanddisplaythescriptwiththefileeditorofyourchoice.
Findthefollowingline:umask${APPLMSK-"022"}Thislineindicatesthatif$APPLMSKisnotset,theumaskcommandusesthevalue022.
Modifythealternatevaluebysubstitutinganewone.
Forexample:umask${APPLMSK-"026"}Usea3-digitvalueasanargumenttooverride$APPLMSK.
Forexample:ApplicationsTechnology4-20UpgradingOracleApplicationsumask022Ifyouchangeumaskvalues,remembertogivetheownerofafilereadandwriteprivilege.
5.
Restrictaccesstoscripts(optional).
Toenhancesecurity,giveonlytheapplmgrloginwritepermissionforstartmgrandbatchmgr.
Ifyouareusingparallelconcurrentprocessing,dothesamefordcpstartanddcpbatch.
Alsochangetherestrictionsonanycustomscriptsthatcallthesefiles.
Thefollowingcommandspreventallusers(exceptapplmgr)fromalteringthescripts:$cd$FND_TOP/bin$chmod700startmgrbatchmgrdcpstartdcpbatchStep13:Loadattachmentfilesintodatabase(conditionallyrequired)InStep1oftheSystemAdministrationTasksinCategory1,youdeterminedthelocationofanyexistingattachmentfiles.
Inthisstep,youloadthemintothedatabase.
1.
Intheoperatingsystemontheapplicationserver,changetothedirectoryyoucreatedinCategory1,Step1.
2.
TypethefollowingcommandononelinewithaspacebetweenFND_ATTACHandPLS_CALLBACK,whereistheusername/password@OracleSIDoftheAPPSaccount(forexampleapps/apps@TEST)and*isawildcardindicatingthatallfilesinthedirectoryshouldbeuploadedtotheattachmentstablesinthedatabase:FNDGFU0YUPLOADPROGRAM_NAME=FND_ATTACH\PLS_CALLBACK=FND_ATTACHMENT_UTIL_PKG.
UPDATE_FILE_METADATA*3.
CheckthelogfileproducedbyFNDGFU(locatedinthesamedirectorywiththefilenameL.
log).
Correcterrorslistedinthefile.
Note:TheUNIXmanpageforumaskcontainsmoreinformationonthecommandandsettings.
Performifupgradingfrom:10.
7NCA,11.
0Performedby:SystemAdministratorReferencemanual:NoRequiresConcurrentManager:YesApplicationsTechnologyCategory4—BeforeUsingOracleApplications4-21OracleFlexBuilder/AccountGeneratorTasksStep1:CompleteinstallationstepsforOracleWorkflow(required)OracleWorkflowisinstalledbyAutoUpgrade.
SeetheOracleWorkflowAdministrator'sGuideformanualsetupstepsrequiredtocompletetheinstallation.
Step2:CompleteinstallationstepsforOracleWorkflowBuilder(conditionallyrequired)OracleWorkflowBuilder(client-side)isinstalledusingOracleInstaller.
IfyouarecustomizingthedefaultAccountGeneratorprocess,seetheClientInstallationNotesontheOracleWorkflowClientCD.
Step3:UpdateAccountGeneratorprocess(conditionallyrequired)IfyoucustomizedthedefaultAccountGeneratorprocess,butdidnotchangeitsname,omitthisstep.
ChecklistPerformedby1.
CompleteinstallationstepsforOracleWorkflow(required)SystemAdministrator2.
CompleteinstallationstepsforOracleWorkflowBuilder(conditionallyrequired)SystemAdministrator3.
UpdateAccountGeneratorprocess(conditionallyrequired)ApplicationSpecialist/SystemAdministrator4.
AssociateFlexBuilderrulesforAccountingFlexfieldstructureandWorkflowitemtype(conditionallyrequired)ApplicationSpecialist/SystemAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleWorkflowAdministrator'sGuidePerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:OracleWorkflowClientInstallationNotesPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist/SystemAdministratorReferencemanual:OracleFlexfieldsGuideApplicationsTechnology4-22UpgradingOracleApplicationsIfyoucustomizedtheAccountGeneratorprocessforaparticularWorkflowAccountGeneratoritemtypeandassigneditanewname,upgradetheAccountGenerator.
ThefollowingtableshowstheAccountGeneratoritemtypesanddefaultprocessesthatyoucanviewandmodifyusingOracleWorkflow.
TheAccountGeneratorsectionsinindividualproductuser'sguidescontaindetails.
TherearethreewaystoupgradetheAccountGenerator.
1.
Donothing.
Iftheymeetyouraccountingrequirements,youcanusetheAccountGeneratordefaultprocessesprovidedbyeachproductthatpreviouslyusedFlexBuilder.
2.
AssociateFlexBuilderprocesstousecustomizedFlexBuilderrules.
IfyouusedFlexBuilderinRelease10.
7,andwanttocontinueusingtheexistingFlexBuildercustomizations,migratethosebusinessrulesintotheAccountGenerator.
3.
DevelopanewdefaultAccountGeneratorprocessbycreatinganewprocessorcopyingtheexistingdefaultandchangingthename.
Usetherenamedprocessasabaseforthechanges.
ProductItemTypeDefaultProcessNameOracleAssetsFAAccountGeneratorGenerateDefaultAccountOracleOrderEntryGenerateCostofGoodsSoldAccountGenerateDefaultAccountOracleProjectsProjectExpenseReportAccountGeneratorDefaultAccountGeneratorforExpenseReportsProjectSupplierInvoiceAccountGeneratorGenerateDefaultAccountOraclePurchasingPOAccountGeneratorGenerateDefaultAccountsPORequisitionAccountGeneratorGenerateDefaultAccountsOracleReceivablesARSubstituteBalancingSegmentReplaceBalancingSegmentAdditionalInformation:SeeAccountGeneratorin/@jgzzupgd.
sqlWindows:C:\>cd%JG_TOP%\admin\sqlC:\>sqlplus/@jgzzupgd.
sqlBecausethelanguagethatyouusedeterminesthewaydatesareentered,runthisscriptonceforeachlanguagethatisinstalled.
AdditionalInformation:SeeOracleFinancialsforAsia/PacificinOracleApplicationsProductUpdateNotes.
ChecklistPerformforthiscountry.
.
.
1.
UpgradedescriptiveflexfielddatestousethenewAOLdatevalidation(conditionallyrequired)AllPerformforthiscountry:AllPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorTUMSStepKey:JG_UPDATE_DFF_AOL_DATE_VALIDATIONPublicSectorCategory4—BeforeUsingOracleApplications4-25PublicSectorReviewthissectionandcompleteonlythetasksfortheOraclePublicSectorproductsyouhaveinstalled.
OracleGrantsAccountingTasksStep1:Runmigrationdriver(required)Beforeyourunthemigrationdriver,verifyandsetvaluesforthefollowingprofileoptions:numberofparallelthreads(default=10)numberofawardsprocessedpercommit(default=500)updateopen/closeawards(default=All)Applythedatamigrationdriver(gmsup115.
drv)usingAutoPatch.
Itislocatedin$GMS_TOP/patch/115/driver(UNIX)or%GMS_TOP%\patch\115\driver(Windows).
Refertogmsup115.
txtinthereadmedirectoryformoreinformation.
Reviewgms_upgrade_billing_verification.
outandgms_upgrade_balances_verification.
outintheoutdirectory.
ChecklistPerformedby1.
Runmigrationdriver(required)DatabaseAdministrator/ApplicationsSpecialist(Grants)Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/SystemAdministratorReferencemanual:NoRequiresconcurrentmanager:YesTUMSStepKey:GMS_RUN_MIGRATE_DRIVEREnvironment4-26UpgradingOracleApplicationsEnvironmentAllusersmustcompletethisportionoftheupgradetoverifythepost-installenvironment.
EnvironmentVerificationTasksStep1:VerifyapplicationserverDAD(required)VerifythattheDADyousetupfortheAPPSschemaisworkingproperly.
ChecklistPerformedby1.
VerifyapplicationserverDAD(required)SystemAdministratorPerformifupgradingfrom:11.
0Performedby:SystemAdministratorReferencemanual:YesAdditionalInformation:SeeOracleApplicationsSystemAdministrator'sGuide.
Category5—BeforeUsingYourProducts5-15Category5—BeforeUsingYourProductsThischapterdescribesCategory5steps—theyaffectonlyspecificproducts,makingthemunavailableuntilthestepsarecomplete.
ImplementationandSetupTasksonpage5-2OracleGeneralLedgerTasksonpage5-3GlobalAccountingEngineTasksonpage5-5OraclePayablesTasksonpage5-6OracleReceivablesTasksonpage5-9OracleFinancialsCommonCountryTasksonpage5-18OracleFinancialsforAsia/PacificTasksonpage5-19OracleFinancialsforEuropeTasksonpage5-20OracleFinancialsforLatinAmericaTasksonpage5-20OracleProjectsTasksonpage5-29OracleTimeandLaborTasksonpage5-41OraclePayrollTasksonpage5-41OracleCostManagementTasksonpage5-43OracleMRP/SupplyChainPlanningTasksonpage5-45OracleOrderManagementTasksonpage5-47OraclePurchasingTasksonpage5-53OracleGrantsAccountingTasksonpage5-60OracleU.
S.
FederalFinancialsTasksonpage5-62AllProducts5-2UpgradingOracleApplicationsOracleSales/OracleSalesCompensationTasksonpage5-62OracleServiceTasksonpage5-63AllProductsProduct-specificimplementationorsetupstepsareanintegralpartoftheupgrade.
Thesestepsmaybeneededto"turnon"newfunctionalityaddedduringtheupgradeprocessorsetupnewproductfeatures.
ImplementationandSetupTasksStep1:Reviewproduct-specificdocumentation(required)BeforeyoubegintheCategory5steps,reviewtheproduct-specificdocumentationandassociatedOracleMetaLinknotesfortheproductsyouhaveinstalledtoseeifthereareanyimplementationorsetupstepsthatmustbeperformedto"turnon"orimplementnewfeaturesofproductsthatwereaddedduringtheupgradeprocess.
1.
Determinewhichproductsyouhaveinstalled.
2.
Makesureyouhavetheproductdocumentationforeachproduct.
3.
Reviewtheimplementationand/orsetupinformationintheproductguides.
4.
Performthesestepsasappropriateforyoursystem.
FinancialsReviewthissectionandcompleteonlythetasksfortheOracleFinancialsproductsyouhaveinstalled.
ChecklistPerformedby1.
Reviewproduct-specificdocumentation(required)ApplicationSpecialistsPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistsReferencemanual:Product-specificusersguidesDobeforeanyoneuses:AllOracleproductsFinancialsCategory5—BeforeUsingYourProducts5-3OracleGeneralLedgerTasksStep1:Migrateconflictingdailyrates(conditionallyrequired)Performthisstepifyou:maintaindailyratesformorethanonesetofbooksinthesameRelease10.
7Applicationsinstallation.
wanttoretaindescriptiveflexfieldinformationassociatedwithdailyrates.
Tomigrateconflictingdailyrates:1.
RuntheDailyRatesConflictreport:UNIX:$cd$GL_TOP/admin/sql$sqlplus/@glurtrpt.
sqlWindows:C:\>cd%GL_TOP%\admin\sqlC:\>sqlplus/@glurtrpt.
sqlChecklistPerformedby1.
Migrateconflictingdailyrates(conditionallyrequired)DatabaseAdministrator/ApplicationSpecialist(GL)Performifupgradingfrom:10.
7Performedby:DatabaseAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide;OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:OracleGeneralLedger/OraclePublicSectorGeneralLedgerTUMSStepKey:GL_MIGRATE_CONFLICTING_DAILY_RATESNote:Eventhoughusersshouldnotlogonbeforeyoucompletethisstep,thepersonperformingtheupgradecanlogontochecktheupgradesuccessorfailure,examineupgradeddailyrates,ordefinenewconversiontypes.
Financials5-4UpgradingOracleApplications2.
Reviewthereport.
Ifnodailyratesconflictsexist,andyoudonotwanttoretainanydescriptiveflexfieldsassociatedwiththedailyrates,nofurtheractionisrequired.
3.
Ifconflictingratesexist,orifyouwanttoretaindescriptiveflexfields,runthefollowingscripttomigratetherates:UNIX:$cd$GL_TOP/admin/sql$sqlplus/@glurtmrt.
sqlWindows:C:\>cd%GL_TOP%\admin\sqlC:\>sqlplus/@glurtmrt.
sqlThescriptrequiresthefollowingparameters:4.
Toretaindescriptiveflexfieldinformationfordailyrates,usetheDescriptiveFlexfieldSegmentswindowtoredefinetheflexfieldsusedinRelease10.
7.
Forthisparameter.
.
.
Enterthefollowing.
.
.
SetofBooksNamethenameofthesetofbooksfromwhichyouwanttotransferrates.
FromConversionTypetheconversiontypeoftheratestobetransferred.
FromCurrencytheFromcurrencyoftheratestobetransferred.
Or,enterALLtotransferratesforallFromcurrencies.
FromDatethestartingdate(DD-MON-YYYY)intherangeofdatesforwhichdailyratesshouldbetransferred.
Or,enterALLtotransferratesstartingwiththeearliestdateforwhichdailyratesaredefined.
ToDatetheendingdate(DD-MON-YYYY)intherangeofdatesforwhichdailyratesshouldbetransferred.
Or,enterALLtotransferallratesstartingwiththeFromDateuptoandincludingthemostrecentdateforwhichdailyratesaredefined.
DestinationConversionTypetheconversiontypetoassigntotherateafterithasbeentransferred.
Thisconversiontypemustalreadyexistinyoursystem.
OverrideFlagYifyouwanttoreplaceratesthatalreadyexistintherateset;Nifyouonlywanttoaddnewratestotherateset.
Note:Donotuseleadingortrailingspaceswhenenteringtheseparameters.
Alsonotethattheparametersarecase-sensitive.
FinancialsCategory5—BeforeUsingYourProducts5-5GlobalAccountingEngineTasksStep1:Migrateexistingdateandnon-integerdata(required)Usethescriptsinthissteptomigratedateandnon-integerdata(thatwaspreviouslystoredincharactercolumns)tothedateandnumbercolumns.
Beforeyourunthescripts:1.
SettheNLS_DATE_FORMATenvironmentvariabletoDD-MON-RR.
2.
EnsurethatNLS_LANGissettothesamelanguageusedpriortoupgrading.
3.
EnsurethatNLS_NUMERIC_CHARACTERSissettothesameformatusedpriortoupgrading.
Thesescriptsweredesignedtomigratedataoriginallycreatedinonelanguage,onenumericcharacterformat,andadateformatofeitherDD-MON-RRorYYYY/MM/DD.
Anerrormessageappearsifmorethanonelanguageornumericcharacterformatwasused,orifadateformatotherthanDD-MON-RRorYYYY/MM/DDwasusedtostorethedateinthecharactercolumn.
Ifyougetthiserrormessage,updatethecharactercolumnvaluestousethesameformat,andre-runthescripts.
Useabatchsizethatisappropriateforyourenvironment.
TomigratedatafortheAX_SLE_LINEStable:Attention:DefinethedescriptiveflexfieldsinthenewGL_DAILY_RATEStable.
TheRelease10.
7definitionsarenottransferredfromtheGL_DAILY_CONVERSION_RATEStable.
ChecklistPerformedby1.
Migrateexistingdateandnon-integerdata(required)DatabaseAdministrator/ApplicationSpecialist2.
Populatetaxinformationforaccountinglines(required)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialistReferencemanual:OracleApplicationsProductUpdateNotes,OracleApplicationsGlobalAccountingEngineUser'sGuide,OracleApplicationObjectLibrary/WorkflowTechnicalReferenceManualDobeforeanyoneuses:GlobalAccountingEngine,OracleReceivables,OraclePayables,orOracleInventoryTUMSStepKey:AX_MIGRATE_NON_INTEGER_DATAFinancials5-6UpgradingOracleApplicationsUNIX:$cd$AX_TOP/admin/sql$sqlplus/@axxpos01.
sqlWindows:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos01.
sqlTomigratedatafortheAX_DOCUMENT_STATUSEStable:UNIX:$cd$AX_TOP/admin/sql$sqlplus/@axxpos02.
sqlWindows:C:\>cd%AX_TOP%\admin\sqlC:\>sqlplus/@axxpos02.
sqlStep2:Populatetaxinformationforaccountinglines(required)TheupgradeaddsnewcolumnstotheAX_SLE_LINEStabletosupporttaxreporting.
Runaxxpos06.
sqltopopulatethesecolumnswithtaxinformationfortheupgradedaccountinglines.
Useabatchsizethatisappropriateforyourenvironment.
UNIX:$cd$AX_TOP/admin/sql$sqlplus/@axxpos06.
sqlWindows:C:\>cd%AX_TOP%\patch\admin\sqlC:\>sqlplus/@axxpos06.
sqlOraclePayablesTasksPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:GlobalAccountingEngineTUMSStepKey:AX_POPULATE_TAX_INFOChecklistPerformedby1.
Remodifypaymentformats(conditionallyrequired)ApplicationSpecialist(Payables)FinancialsCategory5—BeforeUsingYourProducts5-7Step1:Remodifypaymentformats(conditionallyrequired)DonotperformthisstepifyouareupgradingfromanEnglish-onlyinstallationandhaveneverrenamedormodifiedtheattributesofanyPayablesseededpaymentformat.
InRelease11,weenhancedthearchitectureofeachoftheseededpaymentformats.
IfyoumodifiedRelease10.
7paymentformats,replacethemwiththeRelease11/11iformats.
Apaymentformatmayhavebeenmodifiedasfollows:YourenameditinthePaymentFormatswindow.
YouchangeditsattributesinthePaymentFormatswindow.
Oracletranslatedthenameforanon-EnglishversionofPayables.
PerformthissteptoensureallRelease11ipaymentformatsusethesamenamesandattributesasthepaymentformatsyouusedbeforetheupgrade.
ThisprovidescontinuedsupportofthePayablesseededpaymentformatsinfuturereleases.
Duringtheupgrade,thesystemidentifieseachPayablesseededpaymentformatthatrequiresthisstepandaddsa@symboltothebeginningofitsname.
Runthefollowingscripttocreatealistofallmodifiedpaymentformatsassignedtopaymentdocuments:2.
Setupprepaymentpaymentterms(recommended)ApplicationSpecialist(Payables)3.
CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Payables)Referencemanual:SettingUpCustomFormats,PaymentFormats,andDefiningandMaintainingPayablesPaymentDocuments(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesTUMSStepKey:AP_REMODIFY_PAYMENT_FORMATSAttention:Unlessthesetwoconditionsaretrue,youMUSTperformthisstepforallLatinAmericancountriesthathavecountry-specificPaymentFormats(Argentina,Brazil,Chile,andColombia).
ThisappliestoRelease10.
7andRelease11.
0.
ChecklistPerformedbyFinancials5-8UpgradingOracleApplicationsUNIX:$cd$AP_TOP/admin/sql$sqlplus/@apucfrpt.
sqlWindows:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apucfrpt.
sqlThisscriptproducesapucfrpt.
lst,whichliststhefollowingvaluesforeachmodifiedpaymentformatthatyouhaveassignedtoapaymentdocument:Bank,Branch,Account,PaymentDocument,andPaymentFormat.
Foreachpaymentformatonthereport,performthefollowingsteps.
1.
InthePaymentFormatswindow,querythenameoftheseeded(unmodified)paymentformatyouusedtocreatethemodifiedpaymentformat.
2.
Duplicatetheattributesandnameofthemodifiedpaymentformat.
3.
Saveyourwork.
4.
OpenthePaymentDocumentswindowoftheBanksformandquerythepaymentdocumenttowhichyouhadassignedthemodifiedpaymentformat.
5.
InthePaymentFormatfield,deletethe@fromthepaymentformatnamesothatitmatchesthenewRelease11i-basedpaymentformatname.
6.
Saveyourwork.
Step2:Setupprepaymentpaymentterms(recommended)Theprepaymentfunctionalityhaschanged.
Inordertogetthesamedefaultbehavior(paymenttermsofImmediatewhenenteringaprepayment-typeinvoice),setupdefaultpaymenttermsforthePrepaymentinvoicetypes.
Forexample,youmaywanttodefaultImmediatepaymenttermstoallprepayments.
1.
Foreachoperatingunit,chooseSetup>Invoice>PaymentTerms.
2.
InthePaymentTermswindow,definethepaymenttermsthatyouwanttouseasthedefaultforallprepayments.
Saveyourwork.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:PaymentTerms(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesTUMSStepKey:AP_SETUP_PREPAYMENT_TERMSFinancialsCategory5—BeforeUsingYourProducts5-93.
Foreachoperatingunit,navigatetothePayablesOptionswindow(Setup>Options>Payables).
4.
SelecttheInvoicetabbedregion.
InthePrepaymentPaymentTermsfield,enterthedefaultpaymentterms.
Saveyourwork.
Step3:CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)PerformthisstepifyouhaveimplementedMultipleReportingCurrencies(MRC).
Tomaintaincompatibility,datamodelchangesmadetoOraclePayablesrequirechangestotheAP/MRCdatamodel.
Applythedatamodelupgradedriverdapmc115.
drvusingAutoPatch.
Thedriverislocatedin$AP_TOP/patch/115/driver(UNIX)or%AP_TOP%\patch\115\driver(Windows).
Refertoapmc115r.
txtinthereadmedirectoryformoreinformation.
OracleReceivablesTasksPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OraclePayablesTUMSStepKey:AP_MRC_DATAMODEL_UPGNote:YoumusthavesuccessfullycompletedStep1oftheOraclePayablesTasksinChapter3,beforeyouapplythisdriver.
ItusestheexchangeratestoupgradetheMRCdata.
ChecklistPerformedby1.
Createindexesontransactionflexfieldcolumns(conditionallyrequired)DatabaseAdministrator2.
Recreatecustomtaxvendorextensionviews(conditionallyrequired)DatabaseAdministrator3.
Updatetaxvendordescriptiveflexfieldinformation(required)SystemAdministrator4.
Createcontextsandsegmentsfornewflexfields(required)SystemAdministrator5.
CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)DatabaseAdministratorFinancials5-10UpgradingOracleApplicationsStep1:Createindexesontransactionflexfieldcolumns(conditionallyrequired)PerformthissteponlyifyouuseAutoInvoice.
Createindexesonthetransactionflexfieldcolumnssoyoucanquerytransactionflexfieldinformationintheinvoiceheadersandlinesandspeedupvalidation.
Definenon-unique,concatenatedindexesonthefollowingtablesandcolumnsthatyouusefortheLineTransactionFlexfieldandtheTransactionFlexfield:TofindcolumnsusedfortheLineTransactionFlexfield,navigatetotheDescriptiveFlexfieldSegmentswindow(Setup>Financials>Flexfields>Descriptive>Segments)andquerytheLineTransactionFlexfield.
NoteeachcontextandwhichsegmentsareenabledusinginterfacelineattributecolumnsfromtheRA_INTERFACE_LINES_ALLtable.
Then,createnon-unique,concatenatedindexesforthesameinterfacelineattributecolumnsintheRA_CUSTOMER_TRX_LINES_ALLandRA_INTERFACE_LINES_ALLtablesandforthesameinterfaceheaderattributecolumnsintheRA_CUSTOMER_TRX_ALLtables.
Ifyouareimportingsalescreditandaccountinginformation,createindexesforthesameinterfacelineattributecolumnsintheRA_INTERFACE_SALESCREDITS_ALLandRA_INTERFACE_DISTRIBUTIONS_ALLtables.
Createtheseindexesonlyifyouareusingthesetablestoimportsalescreditandaccountinginformation.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleReceivablesTUMSStepKey:AR_CREATE_INDEXES_ON_TRANS_COLTableColumnsRA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute1-15interface_line_contextRA_INTERFACE_LINES_ALLinterface_line_attribute1-15interface_line_contextRA_CUSTOMER_TRX_ALLinterface_header_attribute1-15interface_header_contextAdditionalInformation:SeeTransactionFlexfieldsinOracleReceivables(orPublicSectorReceivables)User'sGuide.
FinancialsCategory5—BeforeUsingYourProducts5-11Ifyouhaveonlyonecontextdefined,createonlyoneindexforeachtableinthelist.
However,ifyouhavemultiplecontextsdefined,youmaywanttocreatemultipleindexespertable,accordingtoyourneeds.
Forexample,supposetheLineTransactionFlexfieldhasthreecontextssetupasfollows:Youcouldcreatethreeindexespertable,oneforeachcontext,likethis:Or,youcouldcreatetwoindexes—oneforcontext3andanotherforcontext2.
Context1usestheindexforcontext2becausecontext2hasthesamefirsttwoattributecolumnsascontext1,likethis:FlexfieldContextAttributeColumnsassignedtoEnabledSegmentsContext1Interface_line_attribute1Context1Interface_line_attribute2Context2Interface_line_attribute1Context2Interface_line_attribute2Context2Interface_line_attribute3Context3Interface_line_attribute3Context3Interface_line_attribute9IndexTableColumnsRA_INTERFACE_LINES_LTF1(unique)RA_INTERFACE_LINES_ALLinterface_line_attribute1-2interface_line_contextRA_INTERFACE_LINES_LTF2(unique)RA_INTERFACE_LINES_ALLinterface_line_attribute1-3interface_line_contextRA_INTERFACE_LINES_LTF3(unique)RA_INTERFACE_LINES_ALLinterface_line_attribute3,9interface_line_contextRA_CUSTOMER_TRX_LINES_LFT1RA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute1-2interface_line_contextRA_CUSTOMER_TRX_LINES_LFT2RA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute1-3interface_line_contextRA_CUSTOMER_TRX_LINES_LFT3RA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute3,9interface_line_contextIndexTableColumnsRA_INTERFACE_LINES_LTF1(unique)RA_INTERFACE_LINES_ALLinterface_line_attribute1-3interface_line_contextFinancials5-12UpgradingOracleApplicationsOracleProjectsandOracleOrderManagementusespecificseededcontextsandenabledsegments.
Createauniqueindexforeachcombinationofenabledsegments.
Thenumberofsegmentsdiffersbasedonthereleaselevel.
Theseindexesassistinthelookupsforthoseproducts.
IfyouhavelicensedOracleProjects:Ifusersquerytransactionsbasedonprojectnumbers,createanindexRA_CUSTOMER_TRX_PA1onthefollowingtwocolumnsintableRA_CUSTOMER_TRX_ALL:interface_header_contextandinterface_header_attribute1.
IfyouhavelicensedOracleOrderManagement:CreateanindexRA_CUSTOMER_TRX_LINES_OE1onthefollowingtwocolumnsintableRA_CUSTOMER_TRX_LINES_ALL:interface_line_attribute1interface_line_attribute2CreateanindexRA_CUSTOMER_TRX_LINES_OE2ontheinterface_line_attribute6columnintableRA_CUSTOMER_TRX_LINES_ALL.
Step2:Recreatecustomtaxvendorextensionviews(conditionallyrequired)RA_INTERFACE_LINES_LTF2(unique)RA_INTERFACE_LINES_ALLinterface_line_attribute3,9interface_line_contextRA_CUSTOMER_TRX_LINES_LFT1RA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute1-3interface_line_contextRA_CUSTOMER_TRX_LINES_LFT2RA_CUSTOMER_TRX_LINES_ALLinterface_line_attribute3,9interface_line_contextAdditionalInformation:SeeImportingTransactionsUsingAutoInvoiceinOracleReceivables(orOraclePublicSectorReceivables)User'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleReceivablesUser'sGuide,OraclePublicSectorReceivablesUser'sGuideDobeforeanyoneuses:OracleReceivablesTUMSStepKey:AR_RECREATE_CUSTOM_TAX_VIEWSIndexTableColumnsFinancialsCategory5—BeforeUsingYourProducts5-13CompletethisstepifyouimplementedtheTaxVendorExtensionandcustomizedanyofthefollowingOracleTaxVendorExtensionviews:Forexample,youcreatedafilecalledcustom1.
sql,whichcontainsthescriptforcustomizingtheviewTAX_LINES_CREATE_V.
Recreatetheviewbytypingthefollowing,whereisthelocationofcustom1scriptandisthenameofthecustomfile:UNIX:$sqlplus/@/Windows:C:\>sqlplus/@/Addnewcolumnstoviews:InStep2oftheOracleReceivablesTasksinCategory1,youmadecopiesofcustomizedviewsorcreatedascripttoreinstallthem.
Beforereinstallingtheseviews,addtheadditionalcolumnscreatedinRelease11i.
Toseehowthenewviewsarewritten,executethefollowingcommand:UNIX:$sqlplus/Windows:C:\>sqlplus/Tolookatthenewview,executethefollowingcommands:ViewViewSO_TAX_LINES_SUMMARY_VSO_TAX_LINES_CREDIT_CHECK_VTAX_LINES_INVOICE_IMPORT_VTAX_LINES_RECURR_INVOICE_VTAX_LINES_ENGINE_REVERSE_VTAX_LINES_CREATE_VTAX_LINES_DELETE_VTAX_ADJUSTMENTS_VAttention:IfyourtaxvendorisTaxwareSales/UseTaxSystemorVertexQuantum,andyouhaveimplementeddescriptiveflexfields,youmustperformanadditionalstep,asdescribedinIntegratingOracleReceivableswithVertexQuantumRelease11iorIntegratingOracleReceivableswithTaxwareSales/UseTaxSystem.
Financials5-14UpgradingOracleApplicationsSQL>setlong1000000SQL>spoolviewSQL>selecttextfromuser_viewswhereview_name='TAX_LINES_CREATE_V';SQL>exitThiscreatesafilecalledview.
lstthatcontainsthedefinitionofthepredefinedview.
Toviewthedefinition,typethefollowing,whereisthenameofthecustomizedview:SQL>setlong1000000SQL>spoolcustomviewSQL>selecttextfromuser_viewswhereview_name='';SQL>exitThiscreatesafilecalledcustomview.
lst.
Compareitscontentswiththecontentsofview.
lsttoseewhichcolumnsandconditionstoadd.
ThestructureofthecustomizedviewmustbeexactlythesameastheviewshippedwithOracleReceivables.
Forexample,thenumber,order,anddatatypeofeachcolumnmustbethesameastheTAX_LINES_CREATE_Vview.
Renamecustomizedviews:Toreducethenumberofstepsinfutureupgradesandsothatinstallationswithmultipleorganizationscancontrolwhichuserscallaninstalledthird-partyapplicationfortaxcalculations,OracleReceivablesusesanamingstructuretogroupviewsintosets.
Torenameacustomizedview,executethefollowingcommands:UNIX:$sqlplus/SQL>renametoWindows:C:\>sqlplus/SQL>renametoThevalueforisthenameofthecustomizedview.
Thevalueforusesthenewnamingstandardasfollows:Note:Renameallcustomizedviewstomeetthenewnamingstandard.
FinancialsCategory5—BeforeUsingYourProducts5-15Forexample,theTAX_LINES_INVOICE_IMPORT_Vviewhasthefollowingnamingstructure:Step3:Updatetaxvendordescriptiveflexfieldinformation(required)CompletethisstepifyourtaxvendoriseitherTaxwareSales/UseTaxSystemorVertexQuantum.
Inthisrelease,thepointoforderacceptance,pointoforderorigin,ship-to,ship-from,andtaxexemptioninformationmustbeenteredintheReceivablesSalesforce,Organization,andSystemOptionswindows.
Runar115vdr.
sqltocopyexistinginformationinthedescriptiveflexfieldstothenewRelease11icolumns.
Thescriptheaderdescribesthenecessaryparameters:ViewNameStandardForOracle(noadditionalnamingstructure)ForTaxWare(AVP)_AaddedtotheviewnameForVertex_VaddedtotheviewnameForCustom1_1addedtotheviewnameForCustom2_2addedtotheviewnameForCustom3_3addedtotheviewnameForCustom4_4addedtotheviewnameForCustom5_5addedtotheviewnameViewNameStandardForOracleTAX_LINES_INVOICE_IMPORT_VForTaxwareTAX_LINES_INVOICE_IMPORT_V_AForVertexTAX_LINES_INVOICE_IMPORT_V_VForCustom1TAX_LINES_INVOICE_IMPORT_V_1Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:ImplementingOracleReceivableswithTaxwareSales/UseTaxSystemorImplementingOracleReceivableswithVertexQuantumDobeforeanyoneuses:OracleReceivablesTUMSStepKey:AR_UPDATE_TAX_VENDOR_DES_FLEXFinancials5-16UpgradingOracleApplicationsUNIX:$cd$AR_TOP/admin/sql$sqlplus/@ar115vdr.
sqlWindows:C:\>cd%AR_TOP%\admin\sqlC:\>sqlplus/@ar115vdr.
sqlStep4:Createcontextsandsegmentsfornewflexfields(required)Theupgradechangesthenamesofsomeofthetablescontainingcustomerinformationandalsoinstallsnewflexfieldsthatrefertothenewtables.
(Afteryouhavecompletedtheinstallation,thelettersOLDareappendedtotheobsoleteflexfields.
)Inthisstep,youcopytheContextFieldValuesandthevaluesintheSegmentsSummaryfromtheoldflexfieldstothenewones.
Thefollowingtableliststhenewflexfields.
AdditionalInformation:SeeImplementingOracleReceivableswithTaxwareSales/UseTaxSystem.
SeealsoImplementingOracleReceivableswithVertexQuantum.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsFlexfieldsGuideDobeforeanyoneuses:CustomerenhancementsTUMSStepKey:AR_CREATE_CONTEXTS_AND_SEGMENTSObsoleteFlexfieldNewFlexfieldCustomerInformationOLDCustomerInformationAddressInformationOLDAddressInformationSiteUseInformationOLDSiteUseInformationCustomerCreditProfileInformationOLDCustomerCreditProfileInformationCustomerProfileAmountsOLDCustomerProfileAmountsTelephoneNumberInformationOLDTelephoneNumberInformationContactRoleInformationOLDContactRoleInformationCustomerRelationshipInformationOLDCustomerRelationshipInformationRemitAddressOLDRemitAddressCreditProfileClassInformationOLDCreditProfileClassInformationFinancialsCategory5—BeforeUsingYourProducts5-171.
NavigatetotheDescriptiveFlexfieldsSegmentswindow.
Fromthesystemadministratorresponsibility,chooseApplication>Flexfield>Descriptive>Segments.
2.
Querythefirstnewflexfield;forexample,CustomerInformation.
Afteryourunthequery,theCustomerInformationflexfieldappears,withoutcontextinformation.
3.
WithoutclosingthefirstDescriptiveFlexfieldsSegmentwindow,openanewinstanceofthesamewindow.
4.
Querytheoldflexfield;forexample,CustomerInformationOLD.
5.
CopythevaluesoftheoldContextFieldValuesregionintotheContextFieldValuesregionofthenewflexfieldandsaveyourwork.
6.
ChoosetheSegmentsbuttontoopentheSegmentsSummarywindowfortheoldflexfield.
7.
CopyandpastethevaluesintheoldSegmentsSummarywindowintothenewSegmentsSummarywindow.
8.
Saveyourwork.
9.
Repeatthisprocedureforeachoftheremainingnewflexfields.
Step5:CreateormodifydatafordatamodelchangesforMRC(conditionallyrequired)PerformthisstepifyouhaveimplementedMultipleReportingCurrencies(MRC).
Tomaintaincompatibility,datamodelchangesmadetoOracleReceivablesrequirechangestotheAR/MRCdatamodel.
Toupgradethedatamodel,completethefollowingsteps.
CustomerProfileClassAmountsOLDCustomerProfileClassAmountsContactInformationOLDContactInformationPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorReferencemanual:OracleReceivablesUserGuideDobeforeanyoneuses:OracleReceivablesTUMSStepKey:AR_MRC_DATAMODEL_UPGObsoleteFlexfieldNewFlexfieldFinancials5-18UpgradingOracleApplicationsGain/Loss/Rounding(GLR)accountscanexistinoneormorereportingsetsofbookswithoutbeingdefinedintheprimarysetofbooks.
Forthedatamodelupgradedrivertosucceed,however,GLRaccountsmustfirstbedefinedforallsetsofbooks.
1.
RunthemissingGain/Loss/Rounding(GLR)accountsreport:UNIX:$cd$AR_TOP/patch/115/sql$sqlplus/@armcchk1.
sqlWindows:C:\>cd%AR_TOP%\patch\115\sqlC:\>sqlplus/@armcchk1.
sql2.
Reviewthereportoutputinfilearmcchk1.
lst.
IftheoutputshowsmissingGLRaccountsforsetsofbooks,haveanApplicationSpecialistdefinethemissingGLRaccountsbeforeyouproceed.
3.
Applythedatamodelupgradedriverdarmc115.
drvusingAutoPatch.
Thedriverislocatedin$AR_TOP/patch/115/driver(UNIX)orin%AR_TOP%\patch\115\driver(Windows).
Refertoarmc115r.
txtinthereadmedirectoryformoreinformation.
OracleFinancialsCommonCountryTasksStep1:UpdatecustomizedmenusthatuseJGsubmenus(conditionallyrequired)AdditionalInformation:SeeSettingUp>DefiningReceivablesSystemOptions>AccountingSystemOptionsinOracleReceivablesUserGuide.
ChecklistPerformforthiscountry.
.
.
1.
UpdatecustomizedmenusthatuseJGsubmenus(conditionallyrequired)AllPerformforthiscountry:AllPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:OracleFinancialsCommonCountryFeaturesFinancialsCategory5—BeforeUsingYourProducts5-19OracleFinancialsCommonCountryFeaturesnowincludesaseparate,seededmenuforeachapplicationwithineachcountry,insteadofasingle,seededmenuforallcountries.
Ifyouhavecustommenusthatuseoldmenusassubmenus,updatethecustommenustousethenewJGmenusinstead.
Forinformationondefiningmenus,refertoMenusWindow,OracleApplicationsSystemAdministrator'sGuide.
FordetailsabouttheJGmenusthatareseededinRelease11i,refertoOracleFinancialsCommonCountryFeatures,OracleApplicationsProductUpdateNotes.
OracleFinancialsforAsia/PacificTasksStep1:Correctexistingdatabeforereportingtaxinformation(required)BeforeyouenteranynewtransactionsinOraclePayablesandReceivables,completethesetupasoutlinedintheRelease11iOracleFinancialsforKoreaUserGuide.
Youmayalsowanttoperformthissetupifyouwanttoreportontransactions,suchasinvoices,payments,receipts,withholdingandVATdistributions,thatexistedbeforetheupgrade.
Notethatsincetheoverallsetup,logic,andcalculationprocessthatgeneratedthecurrentwithholdingsandVATdistributionlinesmaydifferfromthenewfunctionality,extractandreportdatausedbytheKoreanWithholdingandVATreportsfortransactionsthatwereenteredpriortotheupgrademayshowcalculationsthatarenotconsistentwithcalculationsontransactionsthatareenteredaftertheupgrade.
Referencemanual:OracleApplicationsSystemAdministrator'sGuide,OracleApplicationsProductUpdateNotesTUMSStepKey:JG_UPDATE_CUST_MENUSChecklistPerformforthiscountry.
.
.
1.
Correctexistingdatabeforereportingtaxinformation(required)KoreaPerformforthiscountry:KoreaPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(PayablesandReceivables)Dobeforeanyoneuses:OracleFinancialsforAsia/PacificReferencemanual:OracleFinancialsforKoreaUserGuideTUMSStepKey:JA_CORRECT_TAX_INFOFinancials5-20UpgradingOracleApplicationsTherefore,youmayprefertoreportwithholdingsandVATonlyfortransactionsandrespectiveaccountdistributionsthatareenteredaftertheupgradedate.
YoucanaccomplishthisbyusingtheGLDaterangeparameterinthereports.
Youmayalsowanttoinstalltheonlinehelpupdate1338864.
OracleFinancialsforEuropeTasksStep1:UpdatecustomizedmenusthatuseJEsubmenus(conditionallyrequired)OracleFinancialsforEuropenowincludesaseparate,seededmenuforeachapplicationwithineachcountry,insteadofasingle,seededmenuforallcountries.
Ifyouhavecustommenusthatusetheoldmenusassubmenus,updatethecustommenustousethenewJEmenusinstead.
Fordetailsaboutdefiningmenus,seeMenusWindow,OracleApplicationsSystemAdministrator'sGuide.
FordetailsabouttheJEmenusthatareseededinRelease11i,seeOracleFinancialsforEurope,OracleApplicationsProductUpdateNotes.
OracleFinancialsforLatinAmericaTasksChecklistPerformforthiscountry.
.
.
1.
UpdatecustomizedmenusthatuseJEsubmenus(conditionallyrequired)AllPerformforthiscountry:AllPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:OracleFinancialsforEuropeReferencemanual:OracleApplicationsSystemAdministrator'sGuide,OracleApplicationsProductUpdateNotesTUMSStepKey:JE_UPDATE_CUST_MENUSChecklistPerformforthiscountry.
.
.
1.
Createnewlookupcodes(conditionallyrequired)Argentina,Colombia2.
Settaxsystemoptions(conditionallyrequired)Argentina,Colombia3.
Updatesalesordersandinvoices(conditionallyrequired)Argentina,ColombiaFinancialsCategory5—BeforeUsingYourProducts5-21Step1:Createnewlookupcodes(conditionallyrequired)FromtheApplicationDevelopersresponsibility,usetheApplicationObjectLibraryLookupswindow(Application>Lookups>ApplicationObjectLibrary)tocreatethefollowinglookupcodes.
DonotentervaluesintheStartDateActiveandEndDateActivefields.
ChecktheEnabledcheckbox.
Creatingtheselookupcodes,youcanviewoldtransactions.
4.
Addwarehousenameinformation(conditionallyrequired)Argentina,Brazil,Colombia5.
Associatetaxinformationforeachinventoryorganizationlocation(conditionallyrequired)Brazil6.
Associatetaxgroupsandtaxcategories(conditionallyrequired)Brazil,Argentina,Colombia7.
Cancelandre-enterallunapprovedandunpostedinvoices(conditionallyrequired)Argentina,Colombia8.
Archiverestoredtechnicalappraisals(conditionallyrequired)ColombiaPerformforthiscountry:Argentina,ColombiaPerformifupgradingfrom:10.
7,or11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleApplicationsUser'sGuideTUMSStepKey:JL_CREATE_NEW_LOOKUP_CODESLookupCodeLookupTypeNotesOBS-TCJLZZ_AR_TX_CATEGRYCreateonlyifyouareupgradingfromRelease11.
0andhavenotappliedupdate839884.
Assignexistingtaxcodestothisobsoletetaxcategorysothatyoucansuccessfullyqueryprevioustaxcodes.
OBS-CONDTRANSACTION_ATTRIBUTECreateonlyifupgradingfromRelease10.
7.
Youcanviewpre-upgradetransactionsthatdidnotfailmandatoryvalidations.
OBS-VALUEJLZZ_AR_TX_ATTR_VALUECreateonlyifupgradingfromRelease10.
7.
Youcanviewpre-upgradetransactionsthatdidnotfailmandatoryvalidations.
ChecklistPerformforthiscountry.
.
.
Financials5-22UpgradingOracleApplicationsStep2:Settaxsystemoptions(conditionallyrequired)SettaxsystemoptionsaspartoftheLatinTaxEngineupgrade.
Ifyouareusingthemulti-organizationfunctionality,repeatthisstepforeachorganization.
1.
NavigatetotheSystemOptionswindow(ArgentineReceivables>StandardAR>Setup>System>SystemOptions)or(ColombianReceivables>OracleReceivables>Setup>System>SystemOptions).
2.
IntheTaxalternatenameregion,checktheInclusiveTaxUsedcheckboxandmakesurethattheCompoundTaxescheckboxisunchecked.
3.
IntheMiscellaneousalternatenameregion,opentheglobalizationflexfield.
4.
EntervaluesintheCountryCode,UseLegalMessages,andTaxRuleSetfields.
Step3:Updatesalesordersandinvoices(conditionallyrequired)ThisstepisapartoftheLatinTaxEngineupgrade.
Ifyouareusingmulti-organizationfunctionality,repeatthisstepforeachorganization.
Beforeyouupdatesalesordersandinvoices,createobsoletetaxcodes,categories,andclassesforprevioustransactionsandassociatetheobsoletetaxcategorieswithconditionandvaluessothatyoucanviewpreviouslycreatedtransactions.
AdditionalInformation:SeeApplicationUtilitiesLookupsandApplicationObjectLibraryLookupsinOracleApplicationsUser'sGuide.
Performforthiscountry:Argentina,ColombiaPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuide;OracleReceivablesUser'sGuideTUMSStepKey:JL_SET_TAX_SYSTEM_OPTIONSAdditionalInformation:SeeDefineSystemOptionsinOracleFinancialsCommonCountryFeaturesUser'sGuide.
SeealsoDefiningReceivablesSystemOptionsinOracleReceivablesUser'sGuide.
Performforthiscountry:Argentina,ColombiaPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Receivables)Referencemanual:NoTUMSStepKey:JL_UPDATE_SALES_ORDERSFinancialsCategory5—BeforeUsingYourProducts5-23Tocreateobsoletetaxcodes,categories,andclassesforprevioustransactions:UsetheArgentineReceivablesorColombianReceivablesresponsibilityforthisstep.
1.
Createataxcategory.
IntheLatinTaxCategorieswindow(Argentine/orColombianLocalization>Setup>LatinTax>Categories),createataxcategory.
2.
Createataxcode.
IntheTaxCodesandRateswindow(Argentina—StandardAR>Setup>Tax>Codes,orColombia—OracleReceivables>Setup>Tax>Codes),createataxcode.
Inthisfield.
.
.
Enterthisvalue.
.
.
TaxCodeOBS-TCEffectiveFrom01-JAN-1951EffectiveTo31-DEC-4712ThresholdCheckLevelLineGroupingConditionTypeLineGroupingConditionLineAdditionalInformation:SeeDefineTaxCategoriesinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Inthisfield/checkbox.
.
.
Enterthisvalue.
.
.
TaxCodeOBS-TAX-CODETaxTypeValueAddedTax(VAT)TaxableBasisBeforeDiscountTaxRate%0.
00EffectiveDates-From01-JAN-1951EffectiveDates-ToEnabledCheckedDisplayedCheckedTaxCategory(inGlobalizationFlexfield)OBS-TCFinancials5-24UpgradingOracleApplications3.
Createafiscalclassificationcode.
IntheLatinFiscalClassificationswindow(Argentine/orColombianLocalization>Setup>LatinTax>FiscalClassifications),createafiscalclassificationcode.
4.
Createatransactionclass.
IntheLatinTaxConditionClasseswindow(Argentine/orColombianLocalization>Setup>LatinTax>ConditionClasses),createatransactionclass.
AdditionalInformation:SeeDefineTaxCodesandRatesinOracleReceivablesTaxUser'sGuide.
Inthisfield/checkbox.
.
.
Enterthisvalue.
.
.
FiscalClassificationCodeOBS-FISCALDisplayedValueOBS-FISCALDescriptionOBS-FISCALStartDateActive01-JAN-1951EndDateActive31-DEC-4712TaxCategoryOBS-TCFromDate01-JAN-1951ToDate31-DEC-4712TaxCodeOBS-TAX-CODEEnabledCheckedAdditionalInformation:SeeDefineFiscalClassificationsinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Inthisfield/checkbox.
.
.
Enterthisvalue.
.
.
ClassTypeTransactionClassClassCodeOBS-TRANS-CLASSDescriptionOBS-TRANS-CLASSStartDateActive01-JAN-1951EndDateActive31-DEC-4712FinancialsCategory5—BeforeUsingYourProducts5-25Toassociateobsoletetaxcategorywithconditionandvalues:IntheAssociateLatinTaxCategorywithConditionsandValueswindow(Argentine/orColombianLocalization>Setup>LatinTax>ConditionsandValues),associatetaxcategoryOBS-TCwithOBS-CONDconditionandOBS-VALUEvalue.
Toupdatesalesordersandinvoices:RunthefollowingscriptstofillintheTaxCode,FiscalClassificationCode,andTransactionConditionClassfieldswithdefaultvaluesforallorderlinesandinvoicelines.
ThescriptpopulatestheTaxCodefieldonlyifitisblank.
SpecifythevalueforCountryCode:AR(Argentina)orCO(Colombia).
TaxCategoryOBS-TCConditionCodeOBS-CONDValueCodeOBS-VALUEEnabledCheckedAdditionalInformation:SeeDefineTaxConditionClassesforTransactionsinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Inthisfield/checkbox.
.
.
Enterthisvalue.
.
.
TaxCategoryOBS-TCConditionTypeTransactionConditionConditionNameOBS-CONDMandatoryInClassCheckedDeterminingFactorCheckedGroupingAttributeCheckedValueOBS-VALUEDefaultToClassCheckedAdditionalInformation:SeeAssociateTaxCategorieswithTaxConditionsandValuesinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Inthisfield/checkbox.
.
.
Enterthisvalue.
.
.
Financials5-26UpgradingOracleApplicationsToupdatesalesorders,runjlzztu01.
sql.
Usejlzztu01.
lsttoreviewtheresults.
UNIX:$cd$JL_TOP/admin/sql$sqlplus/@jlzztu01.
sql\OBS-FISCALOBS-TRANS_CLASSWindows:C:\>cd%JL_TOP%\admin\sqlC:\>sqlplus/@jlzztu01.
sql\OBS-FISCALOBS-TRANS_CLASSToupdateinvoices,runjlzztu02.
Usejlzztu02.
lsttoreviewtheresults.
UNIX:$cd$JL_TOP/admin/sql$sqlplus/@jlzztu02.
sql\OBS-FISCALOBS-TRANS_CLASSWindows:C:\>cd%JL_TOP%\admin\sqlC:\>sqlplus/@jlzztu02.
sql\OBS-FISCALOBS-TRANS_CLASSStep4:Addwarehousenameinformation(conditionallyrequired)Warehouseinformationismandatoryforatransactioniftheinvoicelineisanitemline,andyouselectedLatinTaxHandlingasthetaxmethodintheDefineSystemNote:Thesearepotentiallylong-running.
Planyourupgradescheduleaccordingly.
AdditionalInformation:SeeEnteringTransactionsinOracleReceivablesUser'sGuide.
SeealsoOracleFinancialsforArgentinaUser'sGuideandOracleFinancialsforColombiaUser'sGuide.
Performforthiscountry:Argentina,Brazil,ColombiaPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleFinancialsforArgentinaUser'sGuide,OracleFinancialsforBrazilUser'sGuide,OracleFinancialsforColombiaUser'sGuideTUMSStepKey:JL_ADD_WAREHOUSE_INFOFinancialsCategory5—BeforeUsingYourProducts5-27Optionswindow.
Ifyouwanttomodifyupgradedtransactions,enterthewarehouseintheWarehouseNamefieldontheTransactionsworkbench.
Thewarehousethatyouenterdefinesanitemvalidationorganizationfortheship-fromlocationforthisitemline.
Step5:Associatetaxinformationforeachinventoryorganizationlocation(conditionallyrequired)Performthissteponlyifyouhavenotappliedupdate786842(Inventoryorgupdate).
ThisstepispartoftheLatinTaxEngineupgrade.
FromtheBrazilianReceivablesresponsibility,enteravalidvaluefortheOrganizationClassfieldintheglobalizationflexfieldoftheLocationwindow(StandardAR>Setup>System>Organizations>Location).
Performthisstepforeachinventoryorganizationlocation,ifyouareusingmulti-orgfunctionality.
Step6:Associatetaxgroupsandtaxcategories(conditionallyrequired)AsapartoftheLatinTaxEngineupgrade,performthisstepifyouhavenotpreviouslyappliedupdate839884.
FromtheBrazilianReceivablesresponsibility,usetheLatinTaxGroupswindow(BrazilianLocalization>Setup>LatinTax>Groups)tosetupthisassociation.
Ensurethatalltaxgroupshaveatleastonetaxcategory.
Performforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideTUMSStepKey:JL_ASSOCIATE_TAX_INFOAdditionalInformation:SeeAssignTaxConditionClassestoOrganizations,SettingUpGlobalizationFlexfieldsinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Performforthiscountry:BrazilPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideTUMSStepKey:JL_ASSOCIATE_TAX_GROUPSAdditionalInformation:SeeDefineTaxGroupinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Projects5-28UpgradingOracleApplicationsStep7:Cancelandre-enterallunapprovedandunpostedinvoices(conditionallyrequired)CompletethissteponlyifyoudidnotinstallLatinAmericancountry-specificfunctionalityinRelease11.
Youmustre-enterallinvoicesthatwere/aretobetransferredfromthepreviousperiodtothenewperiodsothattheyhavethewithholdingapplicability,ortheadditionalinformationtomaketheExtendedWithholdingfeaturetofunctioncorrectly.
ToactivatetheExtendedWithholdingapplicability,completethesetupstepsdescribedintheOraclePayableschapteroftheOracleFinancialsforArgentina/ColombiaUser'sGuide.
Step8:Archiverestoredtechnicalappraisals(conditionallyrequired)Re-archivetechnicalappraisalsthatyourestoredinStep2oftheOracleFinancialsforLatinAmericaTasksinChapter1.
ProjectsReviewthissectionandcompleteonlythetasksfortheOracleProjectsproductsyouhaveinstalled.
Performforthiscountry:Argentina,ColombiaPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:OraclePayablesUser'sGuideTUMSStepKey:JL_CANCEL_UNAPPROVED_INVOICESAdditionalInformation:SeeCancellingInvoicesandEnteringInvoicesinOraclePayablesUser'sGuide.
Performforthiscountry:ColombiaPerformifupgradingfrom:11.
0Performedby:ApplicationSpecialist(Assets)Referencemanual:OracleFinancialsforColombiaUser'sGuideRequiresConcurrentManager:YesTUMSStepKey:JL_ARCHIVE_RESTORED_APPRAISALSAdditionalInformation:SeeArchiving,Purging,andRestoringTechnicalAppraisalsinOracleFinancialsforColombiaUser'sGuide.
ProjectsCategory5—BeforeUsingYourProducts5-29OracleProjectsTasksStep1:Revieworganizationhierarchiesandusesoforganizations(required)InRelease10.
7andearlier,youcouldcontrolwhichorganizationswereusedasProjectTaskOwning/InvoiceOrganizationsbyOperatingUnit.
Thatis,thesameorganizationcouldbeaProject/TaskOwning/InvoiceOrganizationinoneChecklistPerformedby1.
Revieworganizationhierarchiesandusesoforganizations(required)TechnicalSpecialist/ApplicationSpecialist(Projects)2.
Updateprojectstatusvalues(required)ApplicationSpecialist(Projects)3.
Updatecustomizedbillingextensions(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.
Addnewparameterstocustominvoice-relatedclientextensions(conditionallyrequired)TechnicalSpecialist/ApplicationSpecialist(Projects)9.
Addnewparameterstocustomtransactioncontrolextension(conditionallyrequired)TechnicalSpecialist10.
Addnewcurrenciesandnon-recoverabletaxamountstocommitmentviews(conditionallyrequired)TechnicalSpecialist11.
UpdatecustomcodethatpopulatestheTransactionInterfacetable(conditionallyrequired)TechnicalSpecialist12.
Reinstallcustomclientextensionpackagesandviews(conditionallyrequired)TechnicalSpecialist13.
CorrectFIFOmarkingofexpenditureitems(conditionallyrequired)ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_REVIEW_ORG_HIERARCHIESProjects5-30UpgradingOracleApplicationsoperatingunitbutnotinadifferentone.
ThiscouldhappenifyouhadspecifieddifferentProjectOrganizationTypesfortheoperatingunitsinthePAimplementationsoption.
InRelease11.
0andlater,theProjectOrganizationtypeisnotusedtoidentifytheorganizationsthatownproject/tasksorinvoices.
Instead,theorganizationclassificationsProject/TaskOwningOrganizationandInvoiceOrganizationspecifiedattheorganizationlevelareusedforthispurpose.
(Organizationsaresharedamongoperatingunitsinabusinessgroup).
Therefore,aftertheupgrade,youmighthaveorganizationsinsomeoperatingunitsthatyoudidnotintendtouseasProject/TaskOwningorInvoiceOrganizations.
Runthefollowingscripttodeterminetheorganizationsthatwereupgradedunderthiscondition:UNIX:$cd$PA_TOP/admin/sql$sqlplus/@paupgor2.
sqlWindows:C:\>cd%PA_TOP%\admin\sqlC:\>sqlplus/@paupgor2.
sqlThescriptpaupgor2.
sqlcreatespaxupor2.
lstin$PA_TOP/admin/sql(UNIX)or%PA_TOP%/admin/sql(Windows).
ItshowstheorganizationsforeachoperatingunitthatyoudesignatedinRelease10.
7orearlierasprojectorinvoiceorganizations.
Ifthereportcontainsanydata,defineaneworganizationhierarchyforeachrelatedoperatingunitthatdoesnotcontainthelistedorganizations.
Then,assigntheneworganizationhierarchyasthenewProject/TaskOwningorInvoiceOrganizationinthePAImplementationOptions.
Tobuildanorganizationhierarchy:1.
NavigatetotheOrganizationHierarchywindow(Setup>HumanResources>Organizations>Hierarchies).
2.
Enteraneworganizationhierarchy,orcopyanorganizationhierarchyfromanexistingoneandmodifyit.
3.
Saveyourwork.
ToassigntheneworganizationhierarchyasthenewProject/TaskOwningorInvoiceOrganization:1.
NavigatetotheImplementationOptionswindow(Setup>System>ImplementationOptions).
ProjectsCategory5—BeforeUsingYourProducts5-312.
SelecttheProjectSetuptab.
3.
EntertheneworganizationhierarchyyoucreatedintheappropriateOrganizationHierarchyfield-Project/TaskowningorInvoice.
Step2:Updateprojectstatusvalues(required)YoucannowentervaluesfortheSystemStatusfieldintheProjectStatuswindow.
Duringtheupgrade,OracleProjectspopulatedeachoftheuser-definedprojectstatuseswiththeSystemStatusofUpgraded.
UpdateeachofthesestatuseswiththeappropriateSystemStatusvalue.
1.
NavigatetotheProjectStatuseswindow(chooseSetup>Projects>Statuses).
2.
QueryalltherecordswithaSystemStatusofUpgraded.
3.
Foreachoftheprojectstatusesdisplayed,selecttheappropriateSystemStatusfromthelistofvalues.
Youcanalsochangethestatuscontrols(actionsallowedforeachprojectstatus),whichweresettodefaultvaluesduringtheupgrade.
4.
Saveyourchanges.
5.
RunthequeryuntiltherearenorecordswithaSystemStatusofUpgraded.
Step3:Updatecustomizedbillingextensions(conditionallyrequired)PerformthissteponlyifyouhaveinstalledProjectBillingandusepredefinedpublicproceduresinbillingextensions.
AdditionalInformation:SeeOrganizationsinOracleProjects,OrganizationHierarchy,andImplementationOptionsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_UPDATE_PROJ_STATUS_VALUESAdditionalInformation:SeeProjectStatusesinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_UPDATE_CUSTOMIZED_BILLING_EXTProjects5-32UpgradingOracleApplicationsOracleProjectsprovidespublicprocedurestobeusedinbillingextensions.
ThenamesoftheseprocedureshavebeenchangedtocomplywithOracleApplicationsnamingstandards.
IfyourcompanyusesanyoftheOracleProjectspredefinedpublicproceduresinyourbillingextensions,modifytheextensionstousethenewprocedurenames.
Inaddition,newparametershavebeenaddedtotheprocedures.
IfyourcompanyusesanyoftheOracleProjectspredefinedpublicproceduresinthebillingextensions,thenaddthesenewparameterstothebillingextensions.
Thenewparametersthathavebeenaddedtothepublicproceduresare:OldName: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_amountPackage.
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:SeeBillingExtensionsinOracleProjectsUser'sGuide.
ProjectsCategory5—BeforeUsingYourProducts5-33Step4:Reviewandupdatebillingcyclenames(conditionallyrequired)PerformthissteponlyifyouhaveinstalledProjectBilling.
Theprojectbillingcycledatahasbeenupgradedtotheenhancedbillingcyclemodel.
Billingcycleswerecreated,basedonexistingprojects,asfollows:Eachprojectwasassociatedwiththenewbillingcyclename.
Youcanchangethemifnecessary:1.
NavigatetotheBillingCycleswindow(Setup>Billing>BillingCycle).
ItdisplaystheName,Type,Value,andEffectiveDatesforallbillingcyclescreatedduringtheupgrade.
2.
Reviewtheupgradedbillingcyclenamesandchangeasappropriate.
Saveyourwork.
Step5:ConvertcustomovertimecalculationprogramtoPL/SQL(conditionallyrequired)PerformthissteponlyifyouhaveimplementedProjectsOvertimeCalculation.
Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_REVIEW_CYCLE_NAMESBillingCycleFieldValueNameBillingCycleDays:n(n=thevalueofBillCycleDays)TypeBillCycleDaysBillCycleDaysThevalueofBillingCycleforaprojectAdditionalInformation:SeeBillingCyclesinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_CONVERT_CUSTOM_CALCProjects5-34UpgradingOracleApplicationsTheovertimecalculationprocesswasconvertedtotheOvertimeCalculationExtension,aPL/SQLprocedureinPAXDLCOS.
plsandPAXDLCOB.
pls,locatedintheadmin/sqldirectory.
IfyouhavecustomizedPAXDLCOT.
rpt,rewritethecustomizationsinthenewfiles.
Step6:Populatebillingtitleforemployeeassignments(conditionallyrequired)PerformthissteponlyifyouhaveinstalledProjectBillingandimplementedemployeebillingtitlesforinvoiceformats.
OracleProjectsnowlooksforanemployeebillingtitleintheTITLEcolumnofthePER_ASSIGNMENTS_Ftable,insteadofinthedescriptiveflexfieldcolumn(ASS_ATTRIBUTE1)ofthesametable.
Youmustpopulatethebillingtitleontheemployeeassignmentsinthenewcolumn.
AsamplescriptpopulatestheTITLEcolumnwiththecontentsoftheASS_ATTRIBUTE1columnandsetstheASS_ATTRIBUTE1columntonull.
Iftheflexfieldhasbeensetup,modifythisscriptappropriately.
Torunthescript:UNIX:$cd$PA_TOP/admin/sql$sqlplus/@pa11u506.
sqlWindows:C:\>cd%PA_TOP%\admin\sqlC:\>sqlplus/@pa11u506.
sqlStep7:Setuptheinvoiceroundingaccount(conditionallyrequired)AdditionalInformation:SeeOvertimeCalculationExtensioninOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_POPULATE_BILLING_TITLESAdditionalInformation:SeeEmployeesandEmployeeAssignmentsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsProjectsCategory5—BeforeUsingYourProducts5-35IfyouhaveProjectBillinginstalled,setuptheRoundingAutoAccountingFunctionTransactionforthefunctionTransferRevenueandInvoiceAccount,regardlessofwhetheryouplantobillcustomersincurrenciesotherthantheprojectfunctionalcurrency.
1.
NavigatetotheAssignAutoAccountingRuleswindow(chooseSetup>AutoAccounting>AssignRules).
2.
IntheFunctionNamefield,selectRevenueandInvoiceAccounts,thenchooseFind.
ThefunctiontransactionsforRevenueandInvoiceAccountsaredisplayedintheFunctionTransactionsregion.
3.
ChecktheEnabledcheckboxtoenabletheRoundingAccount.
Entersegmentrulepairingstosetuptheaccount.
Saveyourwork.
Step8:Addnewparameterstocustominvoice-relatedclientextensions(conditionallyrequired)CompletethissteponlyifyouhaveProjectBillinginstalledandhavecustomizedtheAutomaticInvoiceApprove/ReleaseclientextensionortheARTransactionTypesclientextension.
Thefollowingtablelistsproceduresandthefilewhereeachislocated.
Ifyourcompanyusesanyoftheseclientextensions,addthenewparameterstotheclientextensions.
Thefilesarelocatedin$PA_TOP/admin/sql(UNIX)or%PA_TOP%\admin\sql(Windows).
TUMSStepKey:PA_SETUP_INVOICE_ROUNDING_ACCTAdditionalInformation:SeeAutoAccountinginOracleProjectsUser'sGuide.
Performifupgradingfrom:11.
0Performedby:TechnicalSpecialist/ApplicationSpecialist(Projects)Referencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsTUMSStepKey:PA_ADD_NEW_PARA_CUST_CLIENT_EXTProjects5-36UpgradingOracleApplicationsThefollowingparametershavebeenaddedtotheseclientextensions:Step9:Addnewparameterstocustomtransactioncontrolextension(conditionallyrequired)IfyouhavecustomizedanyofthefollowingTransactionControlextensionsinProjectCosting,addtheassociatedparametertothecustomizedextension.
ClientExtensionProcedureNameFileARTransactionTypesPA_Client_Extn_Inv_Transfer.
Get_AR_Trx_TypePAXPTRXB.
plsAutomaticInvoiceApprove/ReleasePA_Client_Extn_Inv_Actions.
Approve_InvoicePAXPIACB.
plsAutomaticInvoiceApprove/ReleasePA_Client_Extn_Inv_Actions.
Release_InvoicePAXPIACB.
plsParameterNameDescriptionp_project_currency_codeprojectcurrencycodep_project_amountprojectcurrencyamountp_inv_currency_codeinvoicecurrencycodep_invoice_amountinvoicecurrencyamountsAdditionalInformation:SeeARTransactionTypesExtensionandAutomaticInvoiceApproval/ReleaseExtensioninOracleProjectsUser'sGuide.
Performifupgradingfrom: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_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountProjectsCategory5—BeforeUsingYourProducts5-37Step10:Addnewcurrenciesandnon-recoverabletaxamountstocommitmentviews(conditionallyrequired)Addnewcolumnstothefollowingviews.
PA_COMMITMENT_TXNS_Vx_acct_exchange_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountx_attribute11descriptiveflexfieldsegment11x_attribute15descriptiveflexfieldsegment15x_vendor_idsupplieridentifierforsupplierinvoicetransactionsx_msg_applicationapplicationidentifierfortheoutmessagex_msg_typetypeofmessage(errororwarning)x_token1tokenfordisplaywithmessagex_token2tokenfordisplaywithmessagex_token3tokenfordisplaywithmessageAdditionalInformation:SeeClientExtensionsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(foradvancedusersonly)Referencemanual:OracleProjectsUser'sGuide,OracleCostManagementUser'sGuide,andOracleProjectManagementUser'sGuideDobeforeanyoneuses:OracleProjectsNewColumnDescriptiondenom_currency_codetransactioncurrencycodedenom_raw_costtransactioncurrencyrawcostamountdenom_burdened_costtransactioncurrencyburdenedcostamountacct_currency_codefunctionalcurrencycodeacct_raw_costfunctionalcurrencyrawcostamountacct_burdened_costfunctionalcurrencyburdenedcostamountacct_rate_dateexchangeratedateusedtoderivethefunctionalcurrencyrawcostamountParameterNameDescriptionProjects5-38UpgradingOracleApplicationsThesecolumnshavebeendeleted: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_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_rateexchangerateusedtoderivethefunctionalcurrencyrawcostamountNewColumnDescriptionProjectsCategory5—BeforeUsingYourProducts5-39Thefollowingviewsinotherapplicationshavealsobeenupdatedtoincludeforeigncurrencycolumnsandnon-recoverabletaxamounts:CST_PROMFG_CMT_VIEWPJM_REQ_COMMITMENTS_VPJM_PO_COMMITMENTS_VStep11:UpdatecustomcodethatpopulatestheTransactionInterfacetable(conditionallyrequired)PerformthissteponlyifyouusetheTransactionImportprograminProjectCosting.
NewcolumnshavebeenaddedtotheTransactionInterfacetable(PA_TRANSACTION_INTERFACE_ALL)tosupportmulti-currencytransactionsandsupplierinvoicesimport.
IfyouusetheTransactionImportprogramtoimportcostedtransactions,updateallcustomprogramsthatpopulatethistable.
Forcostedtransactions,insertrawcostintothedenom_raw_costcolumn,andburdenedcostintothedenom_burdened_costcolumn.
ThelistofnewcolumnsisonPage25-26ofOracleApplicationsProductUpdateNotes.
Step12:Reinstallcustomclientextensionpackagesandviews(conditionallyrequired)receipt_currency_codereceiptcurrencycodereceipt_currency_amountreceiptcurrencyamountreceipt_exchange_ratereceiptcurrencyexchangerateAdditionalInformation:SeeCommitmentsinOracleProjectsUser'sGuide,SeealsoOracleCostManagementUser'sGuideandOracleProjectManagementUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:OracleProjectsUser'sGuideDobeforeanyoneuses:OracleProjectsNewColumnDescriptionHumanResources5-40UpgradingOracleApplicationsYoubackedupcustomclientextensionsorcommitmentviewsinStep3oftheOracleProjectsTasksinChapter3.
ReinstallthecustomizedclientextensionpackagesandviewsintheAPPSaccount.
Step13:CorrectFIFOmarkingofexpenditureitems(conditionallyrequired)PerformthissteponlyifyouhaveOracleProjectBillinginstalled.
ThissteppertainstoFIFOmarkingofexpenditureitemswithscheduledpaymenteventsintheGenerateDraftInvoicesprocess,forprojectsusingtherevenueaccrualmethodCostorEvent.
Priortothisupgrade,theGenerateDraftInvoicesprocessmarkedas"billed"alltheexpenditureitemswithanexpenditureitemdateearlierthanthebillthroughdateoftheprocess.
Projectsnowmarksexpenditureitemsforscheduledpaymenteventsas"billed",onlyuptotheeventamount.
Runpa630505.
sqlfromthenewAPPL_TOPtocorrecttheBilledflagforexpenditureitemsthatwereincorrectlymarkedforscheduledpaymentevents.
UNIX:$cd$PA_TOP/admin/sql$sqlplus/@pa630505.
sqlWindows:C:\>cd%PA_TOP%\admin\sqlC:\>sqlplus/@pa630505.
sqlThescriptpromptsforStartProjectNumberandEndProjectNumber.
Toreduceprocessingtime,aStartProjectNumberandanEndProjectNumbertorunthescriptforarangeofprojects.
Makesurethatyourunthescriptforallprojects.
HumanResourcesReviewthissectionandcompleteonlythetasksfortheOracleHumanResourcesproductsyouhaveinstalled.
AdditionalInformation:SeeClientExtensionsinOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoUsersmustlogoff:OracleProjectsTUMSStepKey:PA_CORRECT_FIFOHumanResourcesCategory5—BeforeUsingYourProducts5-41OracleTimeandLaborTasksStep1:DeterminecorrectiveactionsforTimeandLabor(required)RuntheOTLRBusinessGroupUpdatereporttodetermineiffurtheractionsarenecessarytouseOracleTimeandLaborfunctionality.
Businessdecisionsaboutwhichactionsarenecessarymustbemadeatthistimebeforeyoucancorrectlyupdatethedata.
FromtheOracleTimeandLaborresponsibility,runthereportfromtheProcessesandReportsmenu.
ThemessagesinthereportarefurtherexplainedinOutputSampleFortheOTLRBusinessGroupUpdateReportonOracleMetaLink(DocID235050.
1).
Somereportmessagesareinformational,andsomerequireaction.
Ifanactionisindicated,performitasdescribed,thenre-runthereport.
Repeatthiscycleuntilnocorrectiveactionmessagesarereported.
OraclePayrollTasksNote:Forinformationonlegislationdata,seePost-installSteps,ImplementingOracleHRMSortheHRMSonlinehelp.
ChecklistPerformedby1.
DeterminecorrectiveactionsforTimeandLabor(required)ApplicationsSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialistReferencemanual:NoDobeforeanyoneuses:OracleTimeandLaborTUMSStepKey:HXT_BUSINESS_GROUP_REPORTChecklistPerformedby1.
Runtheexchangeratemigrationscript(conditionallyrequired)DatabaseAdministrator2.
Associateasetofbookswithanorganizationalpaymentmethod(conditionallyrequired)ApplicationSpecialist(HR)HumanResources5-42UpgradingOracleApplicationsStep1:Runtheexchangeratemigrationscript(conditionallyrequired)Inpriorreleases,exchangerateswerestoredintheOraclePayrollexchangeratestable(PAY_EXCHANGE_RATES_F).
TheyarenowstoredintheOracleGeneralLedger(GL)exchangeratessystem.
Ifyouuseexchangerates,migratetheexistingexchangeratesfromPayrolltoGeneralLedgerbyrunningthefollowingscript:UNIX:$cd$PAY_TOP/admin/sql$sqlplus/@pyrtmig.
sqlWindows:C:\>cd%PAY_TOP%\admin\sqlC:\>sqlplus/@pyrtmig.
sqlFromthelistofBusinessGroups,selectonetomigrateandenteritsID.
Fromthelistofpayrollsforwhichexchangeratesexist,selectthemasterpayrollforthisBusinessGroup.
Toexit,leaveblankandpressEnter.
Anexchangerateforagivendatemayexistondifferentpayrolls.
TopreventthisoccurrenceinGL,existingratesforagivendateareoverwrittenbythenewrate.
Themasterpayrollisthelastpayrollratetobemigrated,sothemasterratetakesprecedenceforratesondifferentpayrolls.
SelectaConversionTypefortheratestobecreated.
YoucannotselectthestandardGLtypes,suchasCorporateorSpot,toavoidconflictwithratescreatedbyotherapplications.
TheConversionTypemustbeginwithHR.
Ifthenameyouenterdoesnotexist,anewConversionTypeiscreated.
EnterYtocontinue.
Thesystemreportsthenumberofrowsprocessed,andtheerrorandratedetailsofrowsthatfailed.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:OracleHumanResourcesTUMSStepKey:PER_RUN_EXCHNGE_RATE_MIGRATIONNote:YoudonotneedOracleGLinordertomakeuseofthenewexchangerateentryform.
ManufacturingCategory5—BeforeUsingYourProducts5-43Step2:Associateasetofbookswithanorganizationalpaymentmethod(conditionallyrequired)ThisstepisrequiredonlyifyourpayrollimplementationhasCashManagementinstalled.
Formoreinformation,seeAccountingReferenceInformationforCashManagementIntegration,ImplementingOracleHRMS.
ManufacturingReviewthissectionandcompleteonlythetasksfortheOracleManufacturingproductsyouhaveinstalled.
OracleCostManagementTasksStep1:VerifybalancesinWIPValuereports(recommended)Note:PerformthisstepforOraclePayroll.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(HR)Referencemanual:UsingOracleHRMS:TheFundamentalsDobeforeanyoneuses:OracleHumanResourcesTUMSStepKey:PER_ASS_SOB_ORG_PAYMENTChecklistMenuResponsibility>function1.
VerifybalancesinWIPValuereports(recommended)ManufacturingandDistributionManager>Cost2.
Definedefaultmaterialsubelement–AverageCosting(conditionallyrequired)ManufacturingandDistributionManager>Cost3.
DefineAverageRatescosttype–AverageCosting(conditionallyrequired)ManufacturingandDistributionManager>CostPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(CostManagementand/orInventory)Referencemanual:OracleCostManagementUser'sGuide;OracleInventoryUser'sGuideDobeforeanyoneuses:OracleCostManagement,Inventory,orWIPManufacturing5-44UpgradingOracleApplicationsFollowtheinstructionsinStep2oftheOracleCostManagementTasksinCategory3torunthisreport.
ComparethebalancesfromthisreportwiththebalancesfromtheCategory3report.
Step2:Definedefaultmaterialsubelement–AverageCosting(conditionallyrequired)Ifyouhavedefinedthissubelementpreviously,omitthisstep.
IfyouareusingOracleProjectManagement,astheManufacturingandDistributionManager,chooseCost.
NavigatetotheMaterialSubelementswindow(Setup>Subelements>Material).
Step3:DefineAverageRatescosttype–AverageCosting(conditionallyrequired)Ifyouhavepreviouslydefinedaverageratescosttypes,youcanomitthisstep.
ThiscosttypesupportsmaterialoverheadandWIPresources.
TodefineAverageRatescoststypes,navigatetoSetup>CostTypes.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)orApplicationSpecialist(CostManagement)Referencemanual:OracleInventoryUser'sGuideandOracleCostManagementUser'sGuideDobeforeanyoneuses:CostManagementTUMSStepKey:INV_DEFINE_AVERAGE_COSTINGAdditionalInformation:SeeDefiningSubelementsinOracleCostManagementUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)/ApplicationSpecialist(CostManagement)Referencemanual:OracleInventoryUser'sGuideandOracleCostManagementUser'sGuideDobeforeanyoneuses:OracleCostManagementTUMSStepKey:INV_DEFINE_AVERAGE_RATESAdditionalInformation:SeeDefiningCostTypesinOracleCostManagementUser'sGuide.
ManufacturingCategory5—BeforeUsingYourProducts5-45OracleMRP/SupplyChainPlanningTasksStep1:Definesalesordershistorycutoffdate(conditionallyrequired)SettheMRP:OldSalesOrdersCutoffDaysprofileoptiontospecifyapreviousdatetobeusedasacutoffforsalesordershistory.
Thesystemcreateshistoryfromthecurrentdatebacktothedateyouspecify.
Ifyoudonotprovideavalueforthisprofileoption,thesystemuses9999—saleshistoryisreportedfromthecurrentdateback9999days.
Then,runMRPCLNUP.
sqltobringupdatafromOrderManagementtoMasterScheduling/MRPandSupplyChainPlanningforforecastconsumptionandplanningofsalesorderdemandbasedontheMRP:OldSalesOrdersCutoffDays.
UNIX:$cd$MRP_TOP/patch/115/sql$sqlplus/@MRPCLNUP.
sqlWindows:C:\>cd%MRP_TOP%\patch\115\sqlC:\>sqlplus/@MRPCLNUP.
sqlStep2:StartthePlanningManager(required)ChecklistPerformedby1.
Definesalesordershistorycutoffdate(conditionallyrequired)ApplicationSpecialist(MasterScheduling/MRPandSupplyChainPlanning)2.
StartthePlanningManager(required)ApplicationSpecialist(MasterScheduling/MRPandSupplyChainPlanning)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(MasterScheduling/MRP/SupplyChainPlanning)Referencemanual:OracleMasterScheduling/MRPandOracleSupplyChainPlanningUser'sGuideDobeforeanyoneuses:MasterScheduling/MRPandSupplyChainPlanningPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(MasterScheduling/MRP/SupplyChainPlanning)Referencemanual:OracleMasterScheduling/MRPandOracleSupplyChainPlanningUser'sGuideDobeforeanyoneuses:MasterScheduling/MRPandSupplyChainPlanningOrderManagement5-46UpgradingOracleApplicationsThePlanningManagerperformsmanytasksthatrequireprocessingrowsinaninterfacetable,suchasforecastconsumption,masterproductionscheduleconsumption,forecastinterfaceload,scheduleinterfaceload,andmasterdemandschedulerelief.
Aftertheupgrade,reruntheMPS,MRP,andDRPplansinordertoreviewplanninginformation.
1.
NavigatetothePlanningManagerwindow(Setup>PlanningManager).
2.
EntertheprocessingintervalforthePlanningManagerandclickStart.
OrderManagementReviewthissectionandcompleteonlythetasksfortheOracleOrderManagementproductsyouhaveinstalled.
OracleInventoryTasksStep1:Reviewandcorrectorganizationdefaultaccounts-INV(recommended)Reviewandcorrect,asnecessary,organizationdefaultaccounts—salesandexpense.
1.
AstheManufacturingandDistributionManager,chooseInventory.
NavigatetotheOrganizationParameterswindow(Setup>Organizations>Parameters)andselecttheCostingInformationtabbedregion.
2.
Updatedefaultaccountinformationandsaveyourwork.
AdditionalInformation:SeeStartingthePlanningManagerandPlanningManagerinOracleMasterScheduling/MRPandOracleSupplyChainPlanning.
ChecklistMenuResponsibility>function1.
Reviewandcorrectorganizationdefaultaccounts-INV(recommended)ManufacturingandDistributionManager>Inventory2.
Verifytotalsininventoryvaluationreports-INV(recommended)ManufacturingandDistributionManager>CostPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideDobeforeanyoneuses:OracleInventoryOrderManagementCategory5—BeforeUsingYourProducts5-47Step2:Verifytotalsininventoryvaluationreports-INV(recommended)RunthesameinventoryvaluationreportsthatyouraninStep3oftheOracleInventoryTasksinChapter3(ElementalValue,SubinventoryValue,andifyouuseintransit,theIntransitValue),usingthesamesortoptionswiththedefaultRelease11iparameters.
Thetotalsbysubinventory,subinventoryaccount,costelement,andreporttotalsshouldmatch.
Iftheydonot,comparethereportsforanyquantityorvaluedifferences,andproceedaccordingly.
ContactOracleSupportServicesifyouareunabletobalancethereports.
OracleOrderManagementTasksAdditionalInformation:SeeOrganizationParametersWindowinOracleInventoryUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)Referencemanual:OracleInventoryUser'sGuideDobeforeanyoneuses:OracleInventoryChecklistPerformedby1.
Setupresponsibilitiesforordercreation/manipulation(required)ApplicationsSpecialist(OrderManagement/Shipping)2.
Reviewupgradedtransactiontypes(required)ApplicationsSpecialist(OrderManagement)3.
Setupprocessingconstraints(required)ApplicationsSpecialist(OrderManagement)4.
Setupflexfielddefinitions(required)SystemAdministrator5.
SetupWorkflownotificationapproverandupdateWorkflowitemattributes(required)ApplicationsSpecialist(OrderManagement/Shipping)6.
Generateandreviewupgradeerrorreport(recommended)SystemAdministrator/ApplicationsSpecialist(OrderManagement)7.
ReviewPricingupgradeerrors(recommended)SystemAdministrator/ApplicationsSpecialist(OrderManagement)OrderManagement5-48UpgradingOracleApplicationsStep1:Setupresponsibilitiesforordercreation/manipulation(required)AutoUpgradecreatesontupg48.
lst.
ItliststheFND_USER(created_by)/Orgcombinationsonallopenheadersandlines.
Thelistislocatedin$APPL_TOP/admin//out(UNIX)or%APPL_TOP%\admin\\out(Windows),whereisthevalueoftheORACLE_SIDorTWO_TASK.
Creatingthelistmanually:Ifyoucannotfindthisfile,runontupg48.
sqlmanually.
Thelistfile(ontupg48.
lst)iscreatedinthecurrentdirectory.
UNIX:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontupg48.
sqlWindows:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontupg48.
sqlThen,followthesesteps:1.
Setupone(ormore)OM(ornon-OM)responsibilitiesforordercreation/manipulationforeveryorganization.
Ataminimum,settheORG_ID(MO:OperatingUnit)profileontheseresponsibilities(inamulti-orgenvironment).
FromtheSystemAdministratorresponsibility,chooseProfile>System.
2.
AssignappropriateresponsibilitiestoeachFND_USERbasedonthelistinginontupg48.
lst.
FromtheSystemAdministratorresponsibility,chooseSecurity>User>Define.
If,,foragivenFND_USERthereismorethanoneresponsibilitypointingtothesameorganization,settheOM:ContextResponsibilityforUpgradedOrdersprofileoptiontoYesononlyoneresponsibility.
Thisresponsibility,theapplicationtiedtoit,andtheUser(whocreatedtheOrderorline),areusedtosetapplicationcontextforUpgradedOrdersandLinesastheyareprocessed(inthebackground).
Forexample:Thereare4distinctuserswhohaveaccessto3distinctoperatingunitsinwhichtheyhavecreatedordersorlines.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderEntry/ShippingUser'sGuideDobeforeanyoneuses:OrderEntry/ShippingOrderManagementCategory5—BeforeUsingYourProducts5-49Youwouldcreate3newOMornon-OMresponsibilities(ifyouplantouseacustomapplicationontopofOM).
Sincethisexampleismulti-org,settheMO:OperatingUnitprofileoptiontotheappropriatevalueoneachofthesenewresponsibilities.
And,settheOM:ContextResponsibilityforUpgradedOrderstoYestoflageachoneforuseinthecyclehistoryupgrade.
Assignthesenewresponsibilitiesappropriatelytothe4userssothattheyhaveaccesstothesameorganizationsthattheydidinthepreviousrelease.
ThisresultsinonlyoneflaggedresponsibilityperOperatingUnitforeachofthose4users.
Thisresponsibility,andtheapplicationtiedtoit,areusedtosetapplicationcontextforUpgradedOrdersandLines.
3.
Validatetheresponsibilitiessettingsfortheuser/orgcombinationsyoucreated.
UNIX:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontupg49.
sqlWindows:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontupg49.
sqlIfyoufinderrorsinthereport(ontupg49.
lst),correctthesettingsandre-runthescripttomakesurethesettingsarecorrect.
UserIDNameOrgIDOrganization1894NDSMITH498VisionADB1894NDSMITH204**US**VisionOperationsUS1737ECLARKE600VisionProjectManufacturing1001VISION204**US**VisionOperationsJS2501DMARTIN600VisionProjectManufacturingAttention:Youmustcorrecterrorsinontupg49.
lstbeforeyoucompletethenextstepinordertoprocessaffectedorders/lines.
OrderManagement5-50UpgradingOracleApplicationsStep2:Reviewupgradedtransactiontypes(required)1.
Reviewtheupgradedorderandlinetypes.
SelectSetup>TransactionTypes>Define.
Becausetheupgradedassignmentscannotbeusedfornewordersorlines,youmustcreatenewflowassignments.
2.
Reviewdocumentsequencesthatwereupgraded(basedonordernumbersourcesintheoldrelease).
SelectSetup>Documents>Define.
3.
Reviewthedocumentcategoriesthatwereupgraded(basedonordertypesintheoldrelease).
SelectSetup>Documents>Categories.
4.
Reviewthedocumentsequenceassignmentsthatwereupgraded(basedontheordernumbersourceassignmentsintheoldrelease).
SelectSetup>Documents>Assign.
Step3:Setupprocessingconstraints(required)TosetupprocessingconstraintsrequiredfortheOMentities,selectSetup>Rules>Security>ProcessingConstraints.
Step4:Setupflexfielddefinitions(required)TheupgradeautomaticallymovesdatafromdescriptiveflexfieldsegmentsdefinedintheOrderEntrytablestonewtablesinOrderManagementandregistersnewflexfieldsunderOrderManagementforthenewtables.
TousethisdescriptivePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(OrderManagement)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(OrderManagement)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementAdditionalInformation:OracleOrderManagementUser'sGuidePerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementOrderManagementCategory5—BeforeUsingYourProducts5-51flexfielddata,defineandenabletheflexfieldsaccordingtoyourbusinessneeds.
SelectApplication>Flexfield>Descriptive>Segments.
Step5:SetupWorkflownotificationapproverandupdateWorkflowitemattributes(required)OracleOrderManagementconvertsApprovalActionstoworkflowNotificationActivitiesduringtheupgrade.
TheOM:Notificationapproverprofileoptiondetermineswhoreceivesthesenotifications.
Tosetupthisapprovalprocess:SetOM:NotificationApproverSetthevalueatanyleveltothedesiredApplicationResponsibilityorUserworkflowrole.
IfOrderManagementcannotfindavalueforthisprofileoption,itsendsapprovalnotificationstoSYSADMIN.
UpdateWorkflowItemattributesRunontup255.
sqltoupdateWorkflowItemattributes.
ThisscriptsetsthefollowingworkflowitemattributesforallopenOrderHeadersandLines:ResponsibilityID,ApplicationID,NotificationApprover.
UNIX:$cd$APPL_TOP/ont/11.
5.
0/patch/115/sql$sqlplus/@ontup255.
sqlWindows:C:\>cd%APPL_TOP%\ont\11.
5.
0\patch\115\sqlC:\>sqlplus/@ontup255.
sqlTheNotificationApproveritemattributederivesitsvaluefromtheprofileoptionOM:NotificationApprover.
Whenadeferredflowisprocessed,theWorkflowBackgroundEnginesetstheapplicationcontextusingtheResponsibilityID,Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialist(OrderEntry/Shipping)Referencemanual:OracleOrderManagementUser'sGuideDobeforeanyoneuses:OrderManagementNote:IfyouhavemultipleOperatingUnits,setthisprofileataResponsibilityleveltocreatedifferentApproverRolesfordifferentOperatingUnits,basedontheresponsibilityyouarecurrentlyassigned.
Procurement5-52UpgradingOracleApplicationsApplicationID,andUserIDworkflowitemattributes.
TheUserIDworkflowattributevalueisderivedfromtheuserwhocreatedtheorderorline.
Step6:Generateandreviewupgradeerrorreport(recommended)Runthefollowingscriptgeneratetheupgradeerrorreport:UNIX:$cd$ONT_TOP/patch/115/sql$sqlplus/@ontexc06.
sqlWindows:C:\>cd%ONT_TOP%\patch\115\sqlC:\>sqlplus/@ontexc06.
sqlReviewontexc06.
lstforerrorsandrecommendationsforcorrectingthem.
Step7:ReviewPricingupgradeerrors(recommended)ToqueryforalistofPricingupgradeerrors,useSetup>ViewUpgradeErrors.
Thequeryliststhemodulesandsuppliesadescriptionofeacherror.
ProcurementReviewthissectionandcompleteonlythetasksfortheOracleProcurementproductsyouhaveinstalled.
Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialistReferencemanual:OracleOrderManagementUser'sGuide,OracleShippingExecutionUser'sGuideDobeforeanyoneuses:OrderEntry/ShippingorShippingExecutionPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministrator/ApplicationsSpecialistReferencemanual:NoDobeforeanyoneuses:OrderEntry/ShippingorShippingExecutionProcurementCategory5—BeforeUsingYourProducts5-53OraclePurchasingTasksStep1:ActivatetransactionmanagersforMulti-Org(conditionallyrequired)ThisstepappliesonlytoinstallationsthathaveaMulti-Orgsetup.
ActivatethePODocumentApprovalManagerandtheReceivingTransactionManagerforeachoperatingunit:1.
AsSystemAdministrator,navigatetotheAdministerConcurrentManagerswindowbychoosingConcurrent>Manager>Administer.
2.
ChoosePODocumentApprovalManagerandthenchooseActivate.
ChooseReceivingTransactionManagerandthenchooseActivate.
(Ifyoudon'tseeanActivatebutton,thenthetransactionmanagerisalreadyactivated.
)ChecklistPerformedby1.
ActivatetransactionmanagersforMulti-Org(conditionallyrequired)SystemAdministrator2.
Upgradenotifications(conditionallyrequired)SystemAdministrator3.
SetMRPprofileoptions(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministrator4.
Verifyandmodifysourcingrules(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministrator/DatabaseAdministrator5.
Verifydateformats(required)ApplicationSpecialist(Purchasing)/SystemAdministrator6.
VerifyRMAupgrade(conditionallyrequired)ApplicationSpecialist(Purchasing)/SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OraclePurchasingUser'sGuide,OraclePublicSectorPurchasingUser'sGuideDobeforeanyoneuses:PurchasinginaMulti-OrgsetupRequiresconcurrentmanager:YesAdditionalInformation:SeePurchaseOrderApprovalWorkflow,RequisitionApprovalWorkflowandReceivingTransactionProcessorinOracleApplicationsPurchasingUser'sGuideorPublicSectorPurchasingUser'sGuide.
SeealsoMultipleOrganizationsinOracleApplications.
Procurement5-54UpgradingOracleApplicationsStep2:Upgradenotifications(conditionallyrequired)TheNotificationsSummarywindowreplacestheNotificationswindow,andallnotificationsarehandledbyOracleWorkflowtechnology.
Workflowusestheapprovalcontrolsandhierarchiesyou'vealreadydefinedinPurchasingtoroutedocumentsforapproval.
ToupgradenotificationssothatRelease11irecognizesexistingnotifications,runtheUpgradeNotificationstoRelease11processafteryousetupPurchasing.
UpgradeexistingnotificationsonlyifyoucurrentlyhavePurchasingdocumentsfromRelease10.
7thatarependingapproval.
Beforeyouupgradenotifications:Besureto:Submitworkflow-relatedprocessesandverifythatallPurchasingdocumentsareeitherClosed,FinallyClosed,Approved,orIncomplete—thereshouldbenoInProcessdocuments.
Reducethenumberofexistingnotificationsbyrespondingtoasmanyofthemasyoucan.
Decidewhethertocustomizeyourworkflownow.
Thisupgradeupdatesnotificationsbyroutingthemthroughwhateverworkflowsyouhavenow—forexample,thedefaultworkflowsincludedwiththisreleaseofOraclePurchasing.
Ingeneral,onlythosedocumentsthataresubmittedforapprovalafteryoucustomizeanapprovalworkflowareaffectedbythatcustomizedworkflow.
So,ifyouwanttheexistingnotificationstoberoutedaccordingtoacustomizedworkflow,ratherthantheworkflowthatcomeswiththisreleaseofPurchasing,customizeandtestitbeforeyouperformtheseupgradesteps.
ToupgradeexistingnotificationstoWorkflownotifications:Completethefollowingstepsforeachoperatingunit.
1.
SelectPurchasing>Reports>Run.
Performifupgradingfrom:10.
7Character-mode,NCA,10SCPerformedby:SystemAdministratorReferencemanual:OraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuideDobeforeanyoneuses:PurchasingTUMSStepKey:PO_UPGRADE_NOTIFICATIONSAdditionalInformation:SeeViewingandRespondingtoNotificationsandApprovalWorkflowsinOracleApplicationsPurchasingUser'sGuideorPublicSectorPurchasingUser'sGuide.
ProcurementCategory5—BeforeUsingYourProducts5-552.
IntheRequestswindow,selectUpgradeNotificationstoRelease11intheRequestNamefieldandchooseSubmitRequest.
3.
Aftertheprocessiscomplete(whenithaschangedfromPendingtoCompletedintheRequestswindow),selectitintheRequestswindowandchooseViewOutput.
Ifyouseeerrorsaboutworkflownotbeingsetupproperly,seetheOracleWorkflowAdministrator'sGuideforinstructions.
4.
Theworkflowprocessnotifiestheappropriatepeopleoferrorsintheupgrade.
DocumentpreparersandapproverscanmonitorthesenotificationsintheNotificationsSummarywindowandtakeactionasnecessary.
5.
Afterallnotificationsareupgraded,youmaywanttodisabletheUpgradeNotificationstoRelease11processsothatnoonetriestouseitlater.
AstheSystemAdministrator,unchecktheEnabledcheckboxintheConcurrentProgramswindow.
Step3:SetMRPprofileoptions(conditionallyrequired)InStep1oftheOraclePurchasingTasksinChapter3,youcouldnotmodifythedefaultprofileoptionvaluesforMRP:DefaultSourcingAssignmentSetandMRP:SourcingRuleCategorySetforacharacter-basedsystem.
Providevaluesfortheseprofileoptionsnow,beforeyoucontinuewiththenextstep.
Step4:Verifyandmodifysourcingrules(conditionallyrequired)IfyoudidnotuseAutoSourceRulesinRelease10.
7,omitthisstep.
AdditionalInformation:SeeConcurrentProgramsWindowinOracleApplicationsSystemAdministrator'sGuide.
Performifupgradingfrom:10.
7Character-modePerformedby:ApplicationsSpecialist(Purchasing)/SystemAdministratorReferencemanual:NoDobeforeanyoneuses:PurchasingTUMSStepKey:PO_SET_MRP_PROFILEPerformifupgradingfrom:10.
7Character-mode,NCA,10SCPerformedby:ApplicationsSpecialist(Purchasing)/SystemAdministration/DatabaseAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideDobeforeanyoneuses:PurchasingTUMSStepKey:PO_VERIFY_SOURCING_RULESProcurement5-56UpgradingOracleApplicationsAutoUpgradeconvertedallexistingAutoSourcerulestotheenhancedsourcingrulesandApprovedSupplierList(ASL)entries.
Specifically,it:CreatedsourcingruleentriesintheSourcingRulewindowinPurchasing,usingthepercentagesplitsyoupreviouslydefinedintheAutoSourceRuleswindow.
CreatedglobalASLentries,usingthepreviousAutoSourcerules.
AssignedasupplierstatusofNewtoallsuppliersintheApprovedSupplierListwindow.
Upgradedsourcedocumentswithcurrenteffectivedates,aswellasdatesthatdon'tbecomeeffectiveuntilafuturetime.
Toverifyormodifysourcingrules:Useanytexteditortochecktheupgrade.
outfileforerrorsthatmighthaveoccurredduringtheAutoUpgradeprocess.
Thisfileislocatedin$APPL_TOP/admin//out(UNIX),whereisthevalueofthe$ORACLE_SIDor$TWO_TASK,in%APPL_TOP%\admin\\out(Windows),whereisthevalueoftheORACLE_SIDorLOCAL.
Fixerrorsasdescribedinthefile.
Then,runtheASLUpgradeprocessinPurchasing.
Iftherearenoerrors,proceedtothenextstep.
IfyouareupgradingfromRelease10.
7character-mode:AutoUpgraderecordsanerrorintheupgrade.
outfile.
BecausetheMRPprofileoptionscouldnotbesetbeforetheupgrade,runtheASLUpgradeprocessnow.
ItperformsthesameupgradeofAutoSourcerulesasAutoUpgrade.
1.
InthePurchasingresponsibility,navigatetoReports>RunandselectASLUpgradeintheRequestNamefield.
IntheParameterswindow,enteraSupplierStatusofNewandanUpgradeDocumentsFromoptionofCurrentandFutureRules.
Thensubmittherequest.
NewandCurrentandFutureRulesaretheonlyoptionssupportedbytheASLUpgradeprocess.
2.
ToverifythattheAutoSourceruleshavebeenupgraded,opentheRequisitionswindowinPurchasingand,intheItemfield,enteranitemnumberthatpreviouslyhadanAutoSourcerule.
NavigatetotheSourceDetailstabbedregion.
IfthecorrectDocumentType,Document,SupplierandsupplierSiteappearasdefaults,AutoSourceruleshavebeensuccessfullyupdated.
3.
DisabletheASLUpgradeprocess.
IntheSystemAdministratorresponsibility,unchecktheEnabledcheckboxintheConcurrentProgramswindow.
AdditionalInformation:SeeConcurrentProgramsWindowinOracleApplicationsSystemAdministrator'sGuide.
ProcurementCategory5—BeforeUsingYourProducts5-574.
Tomakechanges,additions,orenhancementstosourcingrulesandASLentries,usethePurchasingresponsibilitytonavigatetotheDefineSupplierStatuses,ApprovedSupplierList,SourcingRule,andSourcingRule/BillofDistributionAssignmentswindows.
Step5:Verifydateformats(required)Duringtheupgrade,theREVISED_DATEcolumninthePurchasingtableswaschangedfromaVarchar2toaDateformat,andexistingdateinformationwasmovedfromtheREVISED_DATEcolumntoatemporarytableTEMP_REVISED_DATE.
AfterthecolumnisconvertedtoaDateformat,theupgradescriptcopiestheoriginaldatesfromTEMP_REVISED_DATEbackintotheaffectedtables.
TheTEMP_REVISEDDATEtablestillcontainstheoriginaldataasabackup.
Beforeyourunpodold.
sql(seeStep1oftheSystemMaintenanceTasksinChapter7),whichdropsunneededdatabaseobjectsincludingtheTEMP_REVISED_DATEtable,reviewthefollowinglists,locatedin$APPL_TOP/admin//out(UNIX)or%APPL_TOP%\admin\\out(Windows):po_headers_all.
lstpo_headers_archive_all.
lstpo_releases_all.
lstpo_releases_archive_all.
lstEachfiledisplaystheformat(datatype)oftheREVISED_DATEcolumnandalistofdatesintheaffectedtable.
VerifythatthedatatypeofREVISED_DATEisDate,andverifythedatesthemselves.
ContactOracleSupportServicesifyouhaveproblems.
Createthelistsmanually:Ifthefileshavenooutput,youcancreatethelistsmanually.
UNIX:$cd$APPL_TOP/admin//out$sqlplus/@$PO_TOP/admin/sql/pockrvdt.
sql\AdditionalInformation:SeeSettingUpAutomaticSourcinginOraclePurchasingUser'sGuideorOraclePublicSectorPurchasingUser'sGuide.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Purchasing)/SystemAdministrationReferencemanual:NoDobeforeanyoneuses:PurchasingProcurement5-58UpgradingOracleApplicationsWindows:C:\>cd%APP:_TOP%\admin\\outC:\>sqlplus/@%PO_TOP%\admin\sql\pockrvdt.
sql\Theoutputislocatedin$APPL_TOP/admin//out(UNIX)or%APPL_TOP%\admin\\out(Windows).
Step6:VerifyRMAupgrade(conditionallyrequired)Ifyouusedreturnmaterialauthorizations(RMAs)inthepreviousreleasetoauthorizeandreceivecustomers'returnsusingOracleOrderEntryandOracleInventory,completethesestepstoverifytheRMAupgrade.
Reviewstatusofprocessedtransactions:Reviewthefollowinglistfilescreatedduringtheupgrade.
Theyarelocatedin$APPL_TOP/admin//out(UNIX)or%APPL_TOP%\admin\\out(Windows).
rcv_rma_upgrade_errors.
lstrcv_rma_upgrade_success.
lstIfthefilescontainnooutput,reviewthesetablesgeneratedduringtheupgrade:RCV_RMA_UPGRADE_SUCCESS:successfullyprocessedtransactionsRCV_RMA_UPGRADE_ERRORS:transactionsthatwerenotupgradedduetoerrorsTheRCV_RMA_UPGRADE_SUCCESStablecontainsthefollowinginformation:Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationsSpecialist(Purchasing)/SystemAdministrationReferencemanual:NoDobeforeanyoneuses:ReceivingColumnDescriptionCREATION_DATE(DATE)DatetherecordwascreatedRUN_MODE(VARCHAR2)Indicatorofwhethertheerrorwasloggedduringthefirstupgrade(FIRST-RUN)orsubsequently(RE-RUN)RMA_INTERFACE_ID(NUMBER)InternaluniqueinterfaceidentifierfromtheMTL_SO_RMA_INTERFACEtableProcurementCategory5—BeforeUsingYourProducts5-59TheRCV_RMA_UPGRADE_ERRORStablecontainsthefollowinginformation:TheupgradetransfersRMAallreceiptdatafromInventorytoPurchasing.
Itlogsallerrorsandcontinuesupgradingtherestofthetransactions.
Fixerrors:FixerrorslistedinRCV_RMA_UPGRADE_ERRORS,andre-runtheRMAupgradescript.
Youcanignoreerrorsaboutoldorobsoletedata.
UNIX:$cd$PO_TOP/patch/115/sql$sqlplus/@rcvrmaup.
sqlWindows:C:\>cd%PO_TOP%\patch\115\sqlC:\>sqlplus/@rcvrmaup.
sqlSHIPMENT_HEADER_ID(NUMBER)ShipmentheaderidentifierofthetransactiongeneratedinthePurchasingreceivingtablesColumnDescriptionCREATION_DATE(DATE)DatetherecordwascreatedRUN_MODE(VARCHAR2)Indicatorofwhethertheerrorwasloggedduringthefirstupgrade(FIRST-RUN)orsubsequently(RE-RUN)RMA_INTERFACE_ID(NUMBER)InternaluniqueinterfaceidentifierfromtheMTL_SO_RMA_INTERFACEtableERR_NUMBER(NUMBER)ERR_MESSAGE(VARCHAR2)Note:IftheRCV_RMA_UPGRADE_ERRORStableortheRCV_RMA_UPGRADE_SUCCESStablealreadyexists(forexample,ifyoure-rantheupgrade),theupgradescriptassumesare-runandprocessesonlythetransactionswitherrorsfromtheRCV_RMA_UPGRADE_ERRORStable.
ColumnDescriptionPublicSector5-60UpgradingOracleApplicationsPublicSectorReviewthissectionandcompleteonlythetasksfortheOraclePublicSectorproductsyouhaveinstalled.
OracleGrantsAccountingTasksStep1:VerifyAutoAccountingrules(required)GrantsAccounting(formerlyknownasGrantsManagement),AwardIDisnowstoredinaseparatetable(GMS_AWARD_DISTRIBUTIONS),andnolongerintheATRIBUTE1columninthePA_EXPENDITURE_ITEMS_ALLtable.
IfyoureferredtotheATTRIBUE1columnfromPA_EXPENDITURE_ITEMS_ALLinanyoftheAutoAccountingRulesSQLstatements,changetheSQLtoreferencetheAWARD_IDcolumnintheGMS_AWARD_DISTRIBUTIONStableinstead.
Step2:SetupAutoAccountingforBurdentransactions(required)ChecklistPerformedby1.
VerifyAutoAccountingrules(required)TechnicalSpecialist/ApplicationsSpecialist(GrantsAccounting)2.
SetupAutoAccountingforBurdentransactions(required)TechnicalSpecialist/ApplicationsSpecialist(GrantsAccounting)3.
SetupexpendituretypesforBurdentransactions(required)TechnicalSpecialist/ApplicationsSpecialist(GrantsAccounting)Performifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialist/ApplicationsSpecialist(GrantsAccounting)Referencemanual:OracleGrantsAccountingUser'sGuideDobeforeanyoneuses:GrantsAccountingTUMSStepKey:GMS_VERIFY_ACCTG_RULES_AWARD_INFO_SQLNote:SeeGrantsAccountingeTRM(ElectronicTechnicalReferenceManual)formoreinformation.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationsSpecialist(GrantsAccounting)Referencemanual:OracleGrantsAccountingUser'sGuideDobeforeanyoneuses:GrantsAccountingTUMSStepKey:GMS_SETUP_AUTOACCTG_BURDEN_TXACTSPublicSectorCategory5—BeforeUsingYourProducts5-61SetuptheAutoAccountingrulesfortheBurdenCostaccountandBurdenCostClearingaccount:1.
NavigatetotheAssignAutoAccountingRuleswindow(Setup>AutoAccounting>AssignRules).
2.
IntheFunctionNamefield,selectBurdenCostAccount,andchooseFind.
ViewtheassociatedfunctiontransactionsintheFunctionTransactionsregion.
3.
ChecktheEnabledcheckboxtoenabletheappropriatefunctiontransactionnames.
Entersegmentrulepairingstosetuptheaccount.
Saveyourwork.
4.
RepeatthesestepsfortheBurdenCostClearingfunction.
Step3:SetupexpendituretypesforBurdentransactions(required)ModifytheburdenexpendituretypessetuptousethenewBurdenTransactionexpendituretypeclass:1.
NavigatetotheExpenditureTypeswindow(Setup>Expenditures>ExpenditureTypes).
2.
Forallburdenexpendituretypes,addtheBurdenTransactiontypeclassintheExpenditureTypefield.
AddanenddatetotheUsagesexpendituretypeclasssothattheseexpendituretypesdonotappearinthelistofvaluesforPre-ApprovedBatchwindow.
3.
Saveyourwork.
4.
Repeatthesestepsforeachburdenexpendituretype.
AdditionalInformation:SeeAutoAccountinginOracleProjectsUser'sGuide.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialist/ApplicationsSpecialist(GrantsAccounting)Referencemanual:OracleGrantsAccountingUser'sGuideDobeforeanyoneuses:GrantsAccountingTUMSStepKey:GMS_SETUP_EXPEND_TYPES_BURDEN_TXACTSAdditionalInformation:SeeExpenditureDefinitionsinOracleProjectsUser'sGuide.
SalesandMarketing5-62UpgradingOracleApplicationsOracleU.
S.
FederalFinancialsTasksStep1:Migratedatatonewtables(required)ForVersion2.
0and3.
3,migrateU.
S.
Federalsetupdatatothenewtables.
Reviewfvupdata.
logforerrors.
UNIX:$cd$FV_TOP/patch/115/sql$sqlplus/@fvupdata.
sqlWindows:C:\>cd%FV_TOP%\patch\115\sqlC:\>sqlplus/@fvupdata.
sqlSalesandMarketingReviewthissectionandcompleteonlythetasksfortheOracleSalesandMarketingproductsyouhaveinstalled.
OracleSales/OracleSalesCompensationTasksIfyouhaveimplementedOracleSalesorOracleSalesCompensation,reviewOracleMetaLinknote236954.
1andperformtheadditionalpre-upgradesteps.
ServiceReviewthissectionandcompleteonlythetasksfortheOracleServiceproductsyouhaveinstalled.
ChecklistPerformedby1.
Migratedatatonewtables(required)TechnicalSpecialistPerformifupgradingfrom:2.
0,3.
3Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:FederalFinancialsTUMSStepKey:FV_MIGRATE_DATAServiceCategory5—BeforeUsingYourProducts5-63OracleServiceTasksIfyouhaveimplementedOracleService,reviewOracleMetaLinknote236954.
1andperformtheadditionalpre-upgradesteps.
Service5-64UpgradingOracleApplicationsCategory6—BeforeUsingProductFeatures6-16Category6—BeforeUsingProductFeaturesThischapterdescribesCategory6steps—youcanusetheOracleApplicationsproducts,butyoucannotusecertainfeaturesuntilyoucompletetheappropriatesteps.
Thefeature(s)affectedarelistedinthesummarylinesfollowingeachstep.
ImplementationandSetupTasksonpage6-2SystemAdministrationTasksonpage6-3ApplicationObjectLibraryTasksonpage6-3OracleAlertTasksonpage6-7OracleCashManagementTasksonpage6-8OracleGeneralLedgerTasksonpage6-8OraclePayablesTasksonpage6-15OracleReceivablesTasksonpage6-19OracleFinancialsforAsia/PacificTasksonpage6-21OracleFinancialsCommonCountryTasksonpage6-26OracleFinancialsforEuropeTasksonpage6-29OracleFinancialsforLatinAmericaTasksonpage6-33OracleProjectsTasksonpage6-35OracleHumanResourcesTasksonpage6-36OraclePayroll(U.
S.
)Tasksonpage6-38OracleInventoryTasksonpage6-39AllProducts6-2UpgradingOracleApplicationsOraclePublicSectorFinancials(International)Tasksonpage6-41AllProductsProduct-specificimplementationorsetupstepsareanintegralpartoftheupgrade.
Thesestepsmaybeneededto"turnon"newfunctionalityaddedduringtheupgradeprocessorsetupnewproductfeatures.
ImplementationandSetupTasksStep1:Reviewproduct-specificdocumentation(required)BeforeyoubegintheCategory6steps,reviewtheproduct-specificdocumentationfortheproductsyouhaveinstalledtoseeifthereareanyimplementationorsetupstepsthatmustbeperformedto"turnon"orimplementnewfeaturesofproductsthatwereaddedduringtheupgradeprocess.
1.
Determinewhichproductsyouhaveinstalled.
2.
Makesureyouhavetheproductdocumentationforeachproduct.
3.
Reviewtheimplementationand/orsetupinformationintheproductguides.
4.
Performthestepsthatareappropriateforyoursystem.
ApplicationsTechnologyAllusersmustcompletethisportionoftheupgrade.
Completethesetasksbeforeyouperformtheproduct-specifictasks.
ChecklistPerformedby1.
Reviewproduct-specificdocumentation(required)ApplicationSpecialistsPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialistsReferencemanual:Product-specificusersguidesDobeforeanyoneuses:AllOracleproductsApplicationsTechnologyCategory6—BeforeUsingProductFeatures6-3SystemAdministrationTasksStep1:Reviewuserresponsibilityassignments(recommended)Althoughuser/responsibilityassignmentsarepreservedduringtheupgrade,theeffectivepermissionsgrantedbytheseededresponsibilities,menus,functions,andreportsecuritygroupsmayhavechanged.
UsetheinformationontheFormsorSecurityreportsintheSystemAdministratorresponsibilitytoconfirmthatpermissionsgrantedbyresponsibilitiescontinuetomeettherequirementsofthejobroles(withoutgrantingmoreprivilegesthanarenecessary.
)ApplicationObjectLibraryTasksChecklistPerformedby1.
Reviewuserresponsibilityassignments(recommended)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sGuideDobeforeanyoneuses:ReportsAdditionalInformation:SeeOrganizingProgramsintoRequestGroupsinOracleApplicationsSystemAdministrator'sGuide.
ChecklistPerformedby1.
UpdatecustomcodeusingflexfieldvaluesinFND_LOOKUPS(conditionallyrequired)TechnicalSpecialist2.
UpdatecustomcallstoFND_DESCR_FLEX_CONTEXTS_TL(conditionallyrequired)TechnicalSpecialist3.
Renamethesrwdirectory(conditionallyrequired)TechnicalSpecialist4.
CopycustomformslibrariestoAU_TOP(conditionallyrequired)TechnicalSpecialist5.
Copycustom.
fmbfilestoAU_TOP(conditionallyrequired)TechnicalSpecialist6.
Convertmessagesforcustomapplications(conditionallyrequired)TechnicalSpecialist7.
Regenerate,recompile,andre-linkcustomconcurrentprogramlibraries(conditionallyrequired)TechnicalSpecialistApplicationsTechnology6-4UpgradingOracleApplicationsStep1:UpdatecustomcodeusingflexfieldvaluesinFND_LOOKUPS(conditionallyrequired)Duringtheupgrade,lowercaseflexfield-relatedlookupcodesinFND_LOOKUPS(andintherelatedflexfieldscolumnsinAOLtables)arereplacedwithnewuppercasecodes.
Ifyouhavecustomizationsthatusetheselookupcodes(fromFND_LOOKUPSorfromtheflexfieldtablesdirectly),changethecustomizationstousethesenewvalues.
ThefollowingtableshowstheLOOKUP_TYPEusedinFND_LOOKUPS,thecorrespondingflexfieldstableandcolumnsthatusethechangedvalue,theoldlookupvalueusedinFND_LOOKUPSandtheflexfieldtable,andthenewvalue.
Evaluatethecustomcode(scripts,APIs,reports,andsoon)toassesswhetheritusesthesevalues.
Modifythecodeaccordingly.
Step2:UpdatecustomcallstoFND_DESCR_FLEX_CONTEXTS_TL(conditionallyrequired)OracleApplicationsaddedtheDESCRIPTIVE_FLEX_CONTEXT_NAMEcolumntotheFND_DESCR_FLEX_CONTEXTS_TLtabletoaidinthetranslationofcontextfieldvaluesfordescriptiveflexfields.
AutoUpgradepopulatesthiscolumnbasedonthecodesinFND_DESCR_FLEX_CONTEXTS.
Modifyanycustomcode(scripts,APIs,reports,andsoon)thataccessesFND_DESCR_FLEX_CONTEXTS_TLorFND_DESCR_FLEX_CONTEXTStoaccountforthisnewcolumnanditsvalues.
Performifupgradingfrom:10.
7Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomFlexfields-relatedcodeLookupTypeTableNameColumnOldValueNewValueFLEX_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:OracleApplicationObjectLibrary/WorkflowTechnicalReferenceManualDobeforeanyoneuses:Customflexfields-relatedcodeApplicationsTechnologyCategory6—BeforeUsingProductFeatures6-5Step3:Renamethesrwdirectory(conditionallyrequired)ToaccommodatethenewreportproductsusedinOracleApplications,changethenameofthesrwdirectorytoreportsforeachcustomapplication.
Step4:CopycustomformslibrariestoAU_TOP(conditionallyrequired)Copycustomformslibraries(.
pll)totheresourcedirectoryunderAU_TOP.
Completethisstepbeforeregeneratingcustomforms.
Step5:Copycustom.
fmbfilestoAU_TOP(conditionallyrequired)Putcopiesofcustom.
fmbfilesinthe$AU_TOP/forms/(UNIX)or%AU_TOP%\forms\(Windows).
Keeptheoriginalcopiesoftheforms$COMMON_TOP/forms/(UNIX)or%COMMON_TOP%\forms\(Windows)inasafeplace.
Step6:Convertmessagesforcustomapplications(conditionallyrequired)IfyoudefinedcustomMessageDictionarymessagesusingacustomapplicationnameinthecharacter-modeDefineMessagesform(becausecharacter-modecustomapplicationsuseMessageDictionary),convertthemtoGUIformattocontinueusingmessages.
TheFNDMDCVTprogramcopiesallofthemessagesfortheapplicationintheFND_MESSAGEStable,concatenatestheextendedmessagetextonthemessagetext,andremovesthespecialformattingcodesintheoldmessagestoproduceplaintext.
IttheninsertsthenewmessagesintotheFND_NEW_MESSAGEStable.
IfaPerformifupgradingfrom:10.
7Performedby:TechnicalSpecialist/SystemAdministratorReferencemanual:NoDobeforeanyoneuses:CustomapplicationPerformifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomapplicationsPerformifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialistReferencemanual:NoDobeforeanyoneuses:CustomapplicationsPerformifupgradingfrom:10.
7(charactermode)Performedby:TechnicalSpecialistReferencemanual:NoDothisbeforeanyoneuses:CustomapplicationsApplicationsTechnology6-6UpgradingOracleApplicationsmessagewiththatname,language,andapplicationalreadyexistsintheFND_NEW_MESSAGEStable,theinsertfailsandthepreviouslyexistingrowisleftalone.
OnlyU.
S.
languagemessagesaretransferredbythisconverter.
Toconvertmessages,followthesesteps,whereistheapplicationshortnameforwhichyouwantmessagesconverted.
Runthisscriptonceforeachcustomapplication.
1.
MakesurethatFND_TOP/binisinyourPATH,andrunFNDMDCVTfromthecommandprompt:FNDMDCVT/0Y2.
FromtheApplicationDeveloperresponsibility,navigatetoApplication>Messages.
Querythemessagesfortheapplicationandverifythattheywereconvertedsuccessfully.
Adjustspecialformatting,asnecessary.
Forexample,deleteoldformattingtextthatwasincorrectlyentered.
3.
TogeneratetheMessageDictionaryruntimemessagefile,runFNDMDGENforeachcustomapplication,whereLANG_SHORT_NAMEisthelanguageshortname(suchasUS)andAPPL_SHORT_NAMEistheapplicationshortnameforwhichyouwantthemessagefilegenerated:FNDMDGEN/0Y\DB_TO_RUNTIMEStep7:Regenerate,recompile,andre-linkcustomconcurrentprogramlibraries(conditionallyrequired)Toaccommodatethenewformofconcurrentprogramlibraries,regenerate,recompile,andre-linkthecustomizedconcurrentprogramlibraries.
1.
FromtheApplicationDeveloperresponsibility,navigatetotheConcurrentProgramLibrariesform(Concurrent>Library).
2.
QuerythecustomlibraryandpressGenerate.
Thissubmitsaconcurrentrequestthatcreatesafilenamed.
cinthelibdirectoryundertheapplicationproducttreetowhichtheprogramlibrarybelongs.
Forexample,libraryCUSTLIBR,acustomprogramPerformifupgradingfrom:10.
7or11.
0Performedby:TechnicalSpecialistReferencemanual:OracleApplicationsSystemAdministrator'sGuideDothisbeforeanyoneuses:CustomconcurrentprogramlibrariesApplicationsTechnologyCategory6—BeforeUsingProductFeatures6-7(CUSTLIBR.
c)registeredunderapplicationCustomApplicationwithabasepathXXCST_TOP,isgeneratedinthelibdirectoryunderXXCST_TOP.
3.
Compilethefileusing$FND_TOP/usrxit/Makefile(UNIX)or%FND_TOP%\usrxit\Makefile(Windows)andrelinkusingadrelink.
4.
Placetheexecutableinthe/bindirectoryfortheappropriateproduct.
OracleAlertTasksStep1:AssociateorganizationnameswithcustomAlertdefinitions(conditionallyrequired)Manuallyupdatecustomalertsthatyouwanttoassigntoaparticularorganization:1.
AstheAlertsManager,navigatetotheAlertsform(Alert>Define)andquerythedefinition.
2.
ChooseAlertDetails,thendisplaytheInstallationstabbedregionintheAlertDetailswindow.
3.
EntertheORACLEIDandorganizationnamethatyouwanttorunthisalertagainst.
4.
MakesureyoucheckEnabledbeforeyousaveyourchanges.
AdditionalInformation:SeeConcurrentProgramsinOracleApplicationsSystemAdministrator'sGuide.
SeealsoOracleApplicationsDeveloper'sGuide.
ChecklistPerformedby1.
AssociateorganizationnameswithcustomAlertdefinitions(conditionallyrequired)SystemAdministrator2.
Re-createeventalerttriggersincustomschemas(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7Performedby:ApplicationSpecialist(Alert)Referencemanual:OracleAlertUser'sGuideDobeforeanyoneuses:AlertdefinitionFinancial6-8UpgradingOracleApplicationsStep2:Re-createeventalerttriggersincustomschemas(conditionallyrequired)Re-createcustomalertsdroppedinStep1oftheOracleAlertTasksinChapter3.
FinancialReviewthissectionandcompleteonlythetasksfortheOracleFinancialproductsyouhaveinstalled.
OracleCashManagementTasksStep1:ReinstallcustomReconciliationOpenInterfaceobjects(conditionallyrequired)PerformthissteponlyifyouhaveimplementedandcustomizedtheReconciliationOpenInterface.
InStep1oftheOracleCashManagementTasksinChapter1,youbackedupthecustomizedcopiesofCE_999_INTERFACE_V(view),andCE_999_PKG(package).
ReinstallthesecustomizedcopiestothedatabaseintheAPPSaccount.
OracleGeneralLedgerTasksPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:CustomAlertsChecklistPerformedby1.
ReinstallcustomReconciliationOpenInterfaceobjects(conditionallyrequired)TechnicalSpecialistPerformifupgradingfrom:10.
7,11.
0Performedby:TechnicalSpecialistReferencemanual:FinancialsOpenInterfaceReference,OracleCashManagementUser'sGuideDobeforeanyoneuses:ReconciliationOpenInterfaceTUMSStepKey:CE_999_RESTOREChecklistPerformedby1.
PreserveGLaccountcombinationsaffectedbytheSegmentValueInheritanceprogram(required)ApplicationSpecialist(GL)FinancialCategory6—BeforeUsingProductFeatures6-9Step1:PreserveGLaccountcombinationsaffectedbytheSegmentValueInheritanceprogram(required)Youcanautomaticallyreplicateanychangesyoumaketosegmentvalueattributes(DetailedPosting,DetailedBudgeting,EffectiveDateRanges,andtheEnabledflag)toallaccountcombinationsthatcontainthatsegmentvaluebyrunningtheSegmentValueInheritanceprogram.
Forexample,ifyoudisableaparticularcostcenterinthechartofaccounts,youcanalsorequirethatallaccountcombinationsthatcontainthatcostcenterbeautomaticallydisabled.
Toprotectspecificaccountcombinationsfrombeingaffectedbythisprogram:1.
IntheGLAccountswindow(Setup>Accounts>Combinations),findtheaccountcombinationsyouwanttopreserve.
2.
SelectthePreservedcheckboxforallcombinationsthatyouwanttosaveandsaveyourwork.
2.
Ensurethataccountsegmentvaluesusecorrectaccounttype(conditionallyrequired)TechnicalSpecialist3.
Reviewperiodrates(conditionallyrequired)DatabaseAdministrator/ApplicationSpecialist(GL)4.
ReviewAutoPostcriteria(conditionallyrequired)ApplicationSpecialist(GL)5.
DefineGISconversionratesandratetypes(conditionallyrequired)ApplicationSpecialist(GL)6.
VerifyprogramsubmissionparametersforMassFundsCheck/Reservation(conditionallyrequired)ApplicationSpecialist(GL)7.
Setfunctionsecurityforjournalpostingandreversingfunctions(recommended)SystemAdministrator/ApplicationSpecialist(GL)8.
SetupIntercompanyBalancing(recommended)ApplicationSpecialist(GL)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:SegmentValueInheritanceprogramTUMSStepKey:GL_PRESERVE_ACC_COMBINATIONSChecklistPerformedbyFinancial6-10UpgradingOracleApplicationsStep2:Ensurethataccountsegmentvaluesusecorrectaccounttype(conditionallyrequired)InRelease10.
7,thenaturalaccounttypeforsummaryaccountswasautomaticallysettoOwners'Equity.
Now,summaryaccountsinherittheaccounttypeoftheiraccountsegmentvalue.
Youmustensurethatalltheaccountsegmentvalues—evenparentvalues—havethecorrectaccounttype.
Otherwise,summaryaccountswillbeincorrectlyclassified.
Forexample,ifyoudefineaparentaccountvalue(1999)—thetotalofallassetaccounts—settheaccounttypefortheparentsegmentvalue1999toAsset.
Whenyousubsequentlydefineasummaryaccountusingthissegmentvalue,thesummaryaccountiscorrectlydefinedasanasset.
CorrectlysettingtheaccounttypeforaccountsegmentvaluesensuresthatthesummarybalancesaredisplayedcorrectlyifyouchoosetoperformadditionalanalysisusingOracleFinancialAnalyzer.
Toensurethataccountsegmentvaluesusethecorrectaccounttype,completethefollowingsteps.
1.
IntheKeyFlexfieldsSegmentswindow(Setup>Financials>Flexfields>Key>Segments),unfreezeallaccountstructuresthatreferencetheaccountsegment.
Performifupgradingfrom:10.
7Performedby:DatabaseAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:SummaryAccounts,FinancialAnalyzerIntegrationTUMSStepKey:GL_REVIEW_ACC_TYPESAttention:ThisstepisrequiredifyouusesummaryaccountsinGeneralLedgeranduseOracleFinancialAnalyzertoanalyzeGLaccountinformation.
ThisstepishighlyrecommendedifyouusesummaryaccountsbutnotFinancialAnalyzer.
Note:IftheparentsegmentvalueisT,accounttypeisnotmeaningfulanddoesnotneedtobechanged.
Ifyouusedependentaccountsegmentsandhavedifficultycompletingthisstep,contactOracleSupportServices.
FinancialCategory6—BeforeUsingProductFeatures6-112.
IntheValueSetswindow(Setup>Financials>Flexfields>ValidationSets),querythevaluesetNameforthenaturalaccountsegment.
Optionally,querythesegmentvaluesthatyouuseforsummaryaccounts.
Whenyouhaveenteredthequeryvalues,chooseFind.
TheSegmentValueswindowappears.
3.
ChooseHierarchy,Qualifiersfromthepoplist.
4.
Foreachaccountsegmentvalueyouuseinthesummaryaccounts,opentheSegmentQualifierswindowandreviewthesettingforAccountType.
5.
Changetheaccounttypesandsaveyourwork.
6.
UsetheKeyFlexfieldsSegmentswindowtorefreezeallaccountstructuresthatreferencetheaccountsegment.
7.
PropagatethechangesyoumadetoOracleGeneralLedger:UNIX:$cd$GL_TOP/admin/sql$sqlplus/@gluacsum.
sqlWindows:C:\>cd%GL_TOP%\admin\sqlC:\>sqlplus/@gluacsum.
sqlStep3:Reviewperiodrates(conditionallyrequired)RuntheMaintainEuroPeriodRatesprogramforeachsetofbooksthatsatisfiesbothofthefollowingcriteria:Thesetofbook'sfunctionalcurrencyistheeurooracurrencyparticipatingintheEconomicandMonetaryUnion,orperiodrateshavebeenenteredbetweenthesetofbook'sfunctionalcurrencyandtheeuro.
Performifupgradingfrom:10.
7or11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:PeriodRatesTUMSStepKey:GL_REVIEW_PERIOD_RATESAttention:Donotperformthisstepifyouhaveappliedthemini-packsforRelease11.
02or11.
03.
Financial6-12UpgradingOracleApplicationsTheperiodcontainingJanuary1,1999isopenorcanbeenteredinthefutureforthatsetofbooks,orthebudgetyearcontainingJanuary1,1999isopenforabudgetinthatsetofbooks.
FromtheGeneralLedgerresponsibilityforaspecificsetofbooks:1.
NavigatetoReports>Request>Standard.
2.
Choosetosubmitasinglerequest.
3.
SelectProgram-MaintainEuroPeriodRatesandclickSubmit.
Step4:ReviewAutoPostcriteria(conditionallyrequired)YouuseAutoPostcriteriatoautomaticallypostjournalbatchesthathavespecificcombinationsofjournalsource,period,andaccounttype.
Inpreviousreleases,youdefinedonlyonesetofcriteriaforAutoPost,andyouhadtoredefineitinordertochangetheprioritiesofthesetofcomponents.
IfyouusedAutoPostanddefinedcriteriainRelease10.
7,youcannowdefinemultipleAutoPostcriteriapersetofbooks,andthenscheduleAutoPosttorunatdifferenttimesandsubmissionintervalsforeachcriteriasetyouhavedefined.
Duringtheupgrade,theAutoPostcriteriayouhavedefinedaregroupedinacriteriaset(calledStandard)foreachsetofbooks.
Reviewthiscriteria,andthensubmitandscheduletheAutoPostrunsusingtheSubmitRequestwindow.
ProvidetheCriteriaSetnameasarunparameter.
Step5:DefineGISconversionratesandratetypes(conditionallyrequired)Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:AutoPostTUMSStepKey:GL_REVIEW_AUTOPOST_CRITERIAAdditionalInformation:SeePostingJournalBatchesAutomaticallyinOracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuide.
Performifupgradingfrom:11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:GlobalIntercompanySystem(GIS)TUMSStepKey:GL_DEFINE_GIS_RATESFinancialCategory6—BeforeUsingProductFeatures6-13Inearlierreleases,GISsubsidiariescoulduseeitherperiodratesordailyrateswhentransferringforeigncurrencyjournals.
Now,GISsubsidiariesuseonlydailyrates.
Therefore,youmustspecifyconversionratetypesanddailyconversionratesforeachofthesubsidiaries.
Todefineconversionratetypes:1.
IntheConversionRateTypeswindow(Setup>Currencies>Rates>Types),enteraNameandDescriptionforthenewconversionratetype.
2.
Saveyourwork.
Todefineconversionrates:1.
IntheDailyRateswindow(Setup>Currencies>Rates>Daily),entertheFromCurrency—thecurrencyyouwanttoconvertfromusingtheratesyouenter.
GeneralLedgerautomaticallydisplaysthefunctionalcurrencyforthesetofbooksastheToCurrency—thecurrencyyouwanttoconvertto.
2.
EntertheConversionDateandType.
3.
Entertheconversionrateandsaveyourwork.
Step6:VerifyprogramsubmissionparametersforMassFundsCheck/Reservation(conditionallyrequired)PerformthisstepifyoupreviouslyusedMassApprovals(renamedMassFundsCheck/ReservationinRelease11i)inRelease10.
7.
UsetheMassFundsCheck/Reservationprogramtocheckorreservefundsforunpostedjournalbatches.
InRelease10.
7,GLusedtheAutomaticPostingoptionstoprioritizethefundscheckandreservation.
YoumustnowspecifytheAutoPostcriteriasetasaparameterwhenyourunMassFundsCheck/Reservation.
IfyouhaveusedStandardRequestSubmissiontosettheprogramtorunatspecificNote:SettheprofileoptionDailyRatesWindow:EnforceInverseRelationshipDuringEntrytoYestohavetheratesdisplayedinbothcolumnstoshowtheinverserelationship.
Performifupgradingfrom:10.
7Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:MassFundsCheck/ReservationprogramTUMSStepKey:GL_VERIFY_MASS_FUNDS_SUBMISSIONFinancial6-14UpgradingOracleApplicationsintervals,cancelthissettingandcreateanewone.
EnternewprogramparametersandspecifyanappropriateAutoPostcriteriaset.
Step7:Setfunctionsecurityforjournalpostingandreversingfunctions(recommended)InRelease10.
7,functionsecurityforjournalpostingintheEnterJournalsandEncumbranceswindowswasenabledwiththeprofileoptionJournals:AllowPostingDuringJournalEntry.
UsetheOracleApplicationsstandardFunctionSecurityfeaturesinSystemAdministrationtorestrictuseraccesstojournalpostingandreversingfunctions.
Ifyoudonotspecificallyexcludethemfromselectedresponsibilities,allusershaveaccesstoEnterJournals:PostandEnterJournals:Reverse.
Step8:SetupIntercompanyBalancing(recommended)IfyouhavepreviouslydesignedyouraccountstructurewithanadditionalsegmentthatusestheBalancingSegmentvalueset,youhaveaone-timeopportunitytoassigntheIntercompanysegmentqualifiertothissegment.
Foradditionalinformation,see:AccountingforMultipleCompaniesUsingaSingleSetofBooks,SettingUpGeneralLedger>DesigningYourAccountingFlexfield,AdditionalInformation:SeeRunningtheMassFundsCheck/ReservationPrograminOracleGeneralLedgerUser'sGuideorOraclePublicSectorGeneralLedgerUser'sGuide.
Performifupgradingfrom:10.
7Performedby:SystemAdministrator/ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:EnterJournalsTUMSStepKey:GL_SET_FUNCTION_SECURITYAdditionalInformation:SeeOverviewofFunctionSecurityinOracleApplicationsSystemAdministrator'sGuide.
Performifupgradingfrom:10.
7or11.
0Performedby:ApplicationSpecialist(GL)Referencemanual:OracleGeneralLedgerUser'sGuide,OraclePublicSectorGeneralLedgerUser'sGuideDobeforeanyoneuses:IntercompanyBalancingTUMSStepKey:GL_SETUP_INTERCOMPANY_BALANCINGFinancialCategory6—BeforeUsingProductFeatures6-15SettingUpGeneralLedger>DefiningIntercompanyAccounts,OracleGeneralLedgerUser'sGuideandOraclePublicSectorGeneralLedgerUser'sGuide.
OraclePayablesTasksStep1:SetupOffsettaxes(conditionallyrequired)PerformthissteponlyifthepreviousinstallationhaddefaultOffsettaxessetatthesuppliersite.
Offsettaxesdonotdefaulttonewdistributionsunlessyouperformthisstep.
ThedefaultOffsettaxisnowassociatedwithaSalesorUser-definedtax.
AutoUpgradeautomaticallyenabledthenewUseOffsetTaxescheckboxforsuppliersiteswithadefaultOffsettaxassigned.
ThismeanswhenyouenterataxcodewithanactiveassociatedOffsetTaxcode,PayablesautomaticallycreatesanOffsettaxdistribution.
Runapofftax.
sqltocreatetheOffsetTaxCodeUpgradereport.
ItlistsforeachorganizationallcombinationsofdefaultsfortaxcodeandOffsettaxcodethatyouhavesetatthesuppliersitelevelandeachsuppliersitethatusesacombination.
ReviewthereporttodeterminewheretoassignactiveOffsettaxestoactiveTaxCodes.
YoumayneedtoduplicateandrenameataxcodeifitispairedwithmorethanoneOffsettax.
Forexample,suppliersiteAhasTax1andOffsetTax1setasdefaults,andsuppliersiteBhasTax1andOffsetTax2setasdefaults.
DuplicateandrenameTax1soyoucanassignOffsetTax2toit,andthenassignthenewtaxtosuppliersiteB.
1.
CreatetheOffsetTaxCodeUpgradereport:ChecklistPerformedby1.
SetupOffsettaxes(conditionallyrequired)ApplicationSpecialist(Payables)2.
Setupthefuture-datedpaymentaccount(conditionallyrequired)ApplicationSpecialist(Payables)3.
Setuprecoverabletaxes(conditionallyrequired)ApplicationSpecialist(Payables)4.
LinkGLrecordsandAPrecords(required)ApplicationSpecialist(Payables)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:TaxCodes(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesOffsetTaxesTUMSStepKey:AP_SETUP_OFFSET_TAXESFinancial6-16UpgradingOracleApplicationsUNIX:$cd$AP_TOP/admin/sql$sqlplus/@apofftax.
sqlWindows:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apofftax.
sql2.
Reviewthereportandidentifyanytaxcodesyouneedtoduplicateandrename,oridentifytheOffsettaxesyouneedtoassociatewithtaxcodes.
3.
NavigatetotheTaxCodeswindow(Setup>Taxes>TaxCodes).
4.
IfyouhadSalesorUser-definedtaxcodesassociatedwithmorethanoneOffsettax,duplicateandrenamethem.
5.
QueryeachSalesorUser-definedtaxcodethatyouwanttoassociatewithanOffsettaxcode.
6.
IntheOffsetTaxfield,enteranactiveOffsettaxcodeandsaveyourwork.
7.
UpdatesuppliersitesthathadtaxcodedefaultsassociatedwithmorethanoneOffsettax.
Navigatetoeachsuppliersite(Suppliers>Entry).
ChoosetheSitesbutton).
Changethedefaulttaxcodetotheduplicatedandrenamedtaxcode.
8.
Saveyourwork.
Step2:Setupthefuture-datedpaymentaccount(conditionallyrequired)Performthissteponlyifyouwanttousefuture-datedpaymentsinRelease11i.
Payablesaddedfieldsforthefuture-datedpaymentaccountintheFinancialsOptions,Suppliers(onlyifyoudonotuseMulti-org),SupplierSites,andBankAccountswindows.
ItalsorenamedthefieldinthePaymentDocumentswindow.
Performthissteptopopulatethenewfuture-datedpaymentaccountfields.
Ifyoupreviouslyusedfuture-datedpayments,theupgradeperformstheseactionsforeachpaymentdocument:Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:FutureDatedPayments(OraclePayablesUser'sGuide)Dobeforeanyoneuses:OraclePayablesFutureDatedPaymentsTUMSStepKey:AP_SETUP_FUTURE_DATED_PAYMENT_ACCTFinancialCategory6—BeforeUsingProductFeatures6-17DefaultstheaccountyouhaddefinedintheCashClearingfieldofthePaymentDocumentswindowtotheFutureDatedPayment(account)fieldinthePaymentDocumentswindowSetstheFutureDateUseoptiontoAllowedinthePaymentDocumentswindowInthePayablesOptionswindow,specifywhetheryouwanttousethesuppliersiteorpaymentdocumentaccountwhenPayablesaccountsforFutureDatedPayments.
Ifnovalueisset,AutoUpgradeautomaticallysetsthisparametertoPaymentDocument.
Topopulatethenewfields:1.
IntheFinancialsOptionswindow(Setup>Options>Financials),foreachorganization,enteravaluefortheFutureDatedPayment(account)andsaveyourwork.
2.
RunthefollowingscripttopopulatetheFutureDatedPaymentaccountfieldforSuppliers,SupplierSites,andBankAccounts.
Thescriptupdatesallorganizations.
Itpromptsforabatchsizeforthecommitcycle.
UNIX:$cd$AP_TOP/admin/sql$sqlplus/@apxfdp01.
sqlWindows:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apxfdp01.
sql3.
ResetanyvaluesforFutureDatedPaymentaccountintheSupplies,SupplierSites,BankAccounts,andPaymentDocumentwindowsandsaveyourwork.
SeeOraclePayablesUser'sGuideformoreinformation.
Step3:Setuprecoverabletaxes(conditionallyrequired)ThisstepisnecessaryonlyforthoseoperatingunitswhereyouhavesettheEnableRecoverableTaxFinancialsoptiontoYes(Step3ofOraclePayablesTasksinPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:FinancialsOptions,RecoverableTax(OraclePayablesUser'sGuide)Dobeforeanyoneuses:RecoverableTax(ineitherPayablesorPurchasing)TUMSStepKey:AP_SETUP_RECOVERABLE_TAXESFinancial6-18UpgradingOracleApplicationsChapter2).
RefertoOraclePayablesUser'sGuidefordetails,butataminimum,dothefollowing.
1.
NavigatetotheFinancialsOptionswindow(Setup>Options>Financials).
IntheTaxtabbedregion,enteravalueintheDefaultRecoveryRatefield.
Forexample,ifyouwanttaxestobe100%recoverable,enter100.
Youcanoverridethisvaluewhenyousetupthetaxcodes.
2.
Tosetuporreviewtaxcoderecoverability,navigatetotheTaxCodeswindow(Setup>Tax>Codes).
Reviewtherecoveryrateofeachtaxcodeandensurethatitissetcorrectly.
Forexample,ifyouwantataxtobe100%recoverable,settherecoveryrateto100.
Ifyouwantataxtobenon-recoverable(suchasforU.
S.
stateandlocaltaxes),settherecoveryrateto0.
3.
Saveyourwork.
Step4:LinkGLrecordsandAPrecords(required)WhenGLrecordsandAPrecordsarelinked,youcandrilldownfromGLjournalstotheapplicableinvoiceorpaymentdocumentthroughthecorrespondingsubledgeraccountingentriesinPayables.
Tolinktherecords,runapallink.
sql.
Thescripttakestwoparameters:StartDateandEndDate.
Itupdatesallaccountingentrylinesforinvoicesandchecksinthatdaterange.
Youcanrunitmultipletimes,forexample,insmalldaterangestomanagesystemresources.
Werecommendyoubeginwiththemostrecentdataandworkbackwardsuntiltheentirepre-Release11idaterangehasbeenupdated.
Youcannotdrilldownbetweenupdatedrecordsandnon-updatedrecords.
But,havingnon-updatedrecordsdoesnotaffectotherfunctions,suchasdataentry.
EnterdatesasDDD/MM/YYYY.
UNIX:$cd$AP_TOP/patch/115/sql$sqlplus/@apallink.
sqlWindows:C:\>cd%AP_TOP%\patch\115\sqlC:\>sqlplus/@apallink.
sqlPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Payables)Referencemanual:Accounting(OraclePayablesUser'sGuide)Dobeforeanyoneuses:DrilldownfunctionalityfromGLtoPayablesTUMSStepKey:AP_LINK_TO_GLFinancialCategory6—BeforeUsingProductFeatures6-19OracleReceivablesTasksStep1:DefineGLtaxassignmentsforNaturalAccounttaxcodes(conditionallyrequired)TousetheAccountMethodforValueAddedTax(VAT)compliance,setupReceivablestousethetaxcodeassignedtotheNaturalAccountsegmentoftheRevenueaccountwhenyoumanuallyentertransactionsorimportthemusingAutoInvoice.
Step2:LinkGLandARrecordsandsetGain,Loss,andRoundaccountingentriescodecombinations(required)ChecklistPerformedby1.
DefineGLtaxassignmentsforNaturalAccounttaxcodes(conditionallyrequired)ApplicationSpecialist(Receivables)2.
LinkGLandARrecordsandsetGain,Loss,andRoundaccountingentriescodecombinations(required)ApplicationSpecialist(Receivables)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesTaxManualDobeforeanyoneuses:AutoInvoiceorTransactionswindowTUMSStepKey:AR_DEFINE_GL_TAX_ASSIGN_FOR_NATURALAdditionalInformation:SeeControllingTaxfromyourRevenueAccountandImplementingValueAddedTaxinOracleReceivablesTaxManual.
Note:DonotperformthisstepifyouhavealreadycompleteditaspartoftheOraclePayablesorOracleGeneralLedgerupgrade.
Ifyouusemultiplesetsofbooks,performthisstepforeachorganization.
Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Receivables)Referencemanual:OracleReceivablesUser'sGuideDobeforeanyoneuses:DrilldownfunctionalityfromGLtoReceivablesTUMSStepKey:AR_LINK_TO_GLFinancial6-20UpgradingOracleApplicationsWhenGLrecordsandReceivablesrecordsarelinked,youcandrilldownfromGLjournalstotheapplicableinvoiceorpaymentdocumentthroughthecorrespondingsubledgeraccountingentriesinReceivables.
YoucanalsodrilldownfromGLjournalGain,Loss,andRoundaccountingentriestothesubledger.
TolinkGLandA/RrecordsandsetthecodecombinationsoftheGain,Loss,andRoundaccountingentriestomatchthecodecombinationsintheGLjournal,usethefollowingscripts:argicind.
sql.
Createsanindexonthegl_import_referencestablethatenhancestheperformanceofar115gic.
sql.
Itmaytakealongtimetorun,dependingonthevolumeofdataingl_import_references.
ar115gic.
sql.
Takesoneparameter,numberofBulk_fetch_rows.
Itthenfetchesandupdatesthatnumberofrowsatonetime.
Acommitisissuedonceforeverybulkfetch,sosettherollbacksegmentsizeaccordingly.
Youcanrunthisscriptmultipletimesifnecessary.
argidind.
sql.
Dropstheindexcreatedbyargicind.
sql.
Tocompletethisstep,runthefollowingscriptsintheorderlisted:UNIX:$cd$AR_TOP/patch/115/sql$sqlplus/@argicind.
sql$sqlplus/@ar115gic.
sql$sqlplus/@argidind.
sqlWindows:C:\>cd%AR_TOP%\patch\115\sqlC:\>sqlplus/@argicind.
sqlC:\>sqlplus/@ar115gic.
sqlC:\>sqlplus/@argidind.
sqlImportant:EnterthefetchsizeaccordingtothevolumeoftheARdatainthegl_import_referencestable.
Ifyouleavethisparameterblank,thedefaultis10,000.
FinancialCategory6—BeforeUsingProductFeatures6-21OracleFinancialsforAsia/PacificTasksStep1:Enteruniformnumbersforyourcompany–Taiwan(required)InStep5oftheOracleFinancialsforAsia/PacificTasksinChapter2,yourecordeduniformnumbers(taxpayerIDs)foryourcompany.
EnterthesenumbersintheTaxpayerIDfieldintheLocationswindow(HumanResources)aspartofdefiningadditionalcompanyinformation.
Step2:EnterGSTregistrationinformation–Singapore(required)ChecklistPerformforthiscountry.
.
.
1.
Enteruniformnumbersforyourcompany–Taiwan(required)Taiwan2.
EnterGSTregistrationinformation–Singapore(required)Singapore3.
Updatetaxtypes(recommended)Singapore4.
ModifyexistingglobalizationflexfieldsinPayables(required)Thailand5.
UpdateThaiPayablestaxcodes(required)Thailand6.
UpdateThaiPayablesglobalizationflexfieldattributes(required)Thailand7.
ModifytheattributesetfortheThaiOutputTaxSummaryreport(recommended)ThailandPerformforthiscountry:TaiwanPerformifupgradingfrom:10.
7,11.
0Performedby:ProductManagerDobeforeanyoneuses:GovernmentuniforminvoiceReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JA_ENTER_UNIFORM_NUMBERS_TAIWANAdditionalInformation:SeeAdditionalCompanyInformationinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Performforthiscountry:SingaporePerformifupgradingfrom:11.
0Performedby:ProductManagerDobeforeanyoneuses:GSTReportingReferencemanual:OracleFinancialsCommonCountryFeaturesUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JA_ENTER_GST_REG_INFO_SINGAPOREFinancial6-22UpgradingOracleApplicationsToenterGSTregistrationinformation,firstusetheLocationswindowtoenteradditionalinformationforalocation,thendefinethelocationasalegalentityandentertheGSTregistrationnumberintheOrganizationwindow.
Tocompletethisstep,fromtheSingaporeanARresponsibility,navigatetoSetup>System>Organizations/Locations.
Step3:Updatetaxtypes(recommended)ToseehistorictransactionsintheSingaporeanGSTF5report,updatethetaxtypesforthehistoricaltransactions.
Then,setupnewtaxtypesthatcorrespondtothehistoricaltaxcategoriesinthePayablesandReceivablesLookupswindowandupdatethetaxtypesassociatedwiththesetransactions.
1.
Runjasgupg1.
sqltocheckthetaxcategories/taxtypesusedinSingaporePayablesandReceivablesforallorganizations.
UNIX:$cd$JA_TOP/admin/sql$sqlplus/@jasgupg1.
sqlWindows:C:\>cd%JA_TOP%\admin\sqlC:\>sqlplus/@jasgupg1.
sqlReviewthejasgupg1.
lstoutputfile(inthecurrentworkingdirectory).
Ifnorowsarelisted,nofurtheractionisrequired.
2.
InthePayablesLookups(SingaporeanPayables>OraclePayables>Setup>Lookups>Payables)andReceivablesLookups(SingaporeanAR>Setup>System>QuickCodes>Receivables)windows,definenewtaxtypesthatcorrespondtothetaxcategoriesassociatedwithtaxcodesinRelease11.
AdditionalInformation:SeeAdditionalCompanyInformationinOracleFinancialsCommonCountryFeaturesUser'sGuide.
Performforthiscountry:SingaporePerformifupgradingfrom:11.
0Performedby:SystemAdministrator/Manager(PayablesandReceivables)Dobeforeanyoneuses:GSTreportingReferencemanual:OraclePayablesUser'sGuideandOracleReceivablesUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JA_UPDATE_TAX_TYPESFinancialCategory6—BeforeUsingProductFeatures6-23TheSingaporeanGSTF5reportprefixesPayablestaxtypeswiththetaxclassassociatedwiththetaxcode.
Taxclassesarenew,andcanbeeitherinputoroutput.
Thereportliststransactionsgroupedbytaxclassandtaxtype.
DonotincludeINPUTorOUTPUTinthelookupcodesthatyoudefineforthenewtaxtypes.
Forexample,ifyouhadthetaxcategoryINPUT-STANDARDinRelease11,definethecorrespondingPayablestaxtypeinRelease11iwiththelookupcodeSTANDARD.
3.
Runjasgupg2.
sqltoupdatetaxtypefieldsinbothPayablesandReceivablesTaxCodeswindowsforthetaxcodesthatwereassociatedwiththetaxcategoryvalueintheglobalizationflexfield.
Thisscriptupdatesalltaxcategories.
UNIX:$cd$JA_TOP/admin/sql$sqlplus/@jasgupg2.
sqlWindows:C:\>cd%JA_TOP%\admin\sqlC:\>sqlplus/@jasgupg2.
sqlAttheprompt,specifythenewtaxtypeforeachtaxcategory.
Thescriptdoesnotupdatethetaxtypeifyoudonotspecifyavalueforthetaxtypeparameter.
Enteravalue,orleaveblankandpressReturn.
Forexample:UpdatingTaxCategoryINPUT-STANDARDTaxType:IfyouenterSTANDARDfortheTaxType,thescriptchecksifthetaxtypeSTANDARDisdefinedasalookupcodeforthelookuptypeTaxTypeinthePayablesLookupswindow.
ItupdatesthetaxtypefieldwiththenewtaxtypeforallrecordsthatweresavedwithtaxcategoryINPUT-STANDARD.
4.
Runjasgupg1.
sqltolistthetaxcategories/taxtypesaftertheupdate:UNIX:$cd$JA_TOP/admin/sql$sqlplus/@jasgupg1.
sqlAdditionalInformation:SeeLookupsinOraclePayablesUser'sGuide.
SeealsoDefiningReceivablesLookupsinOracleReceivablesUser'sGuide.
Financial6-24UpgradingOracleApplicationsWindows:C:\>cd%JA_TOP%\admin\sqlC:\>sqlplus/@jasgupg1.
sqlStep4:ModifyexistingglobalizationflexfieldsinPayables(required)Downloadandapplypatch1561962tomodifytheexistingglobalizationflexfieldsinPayables.
ItisavailableonOracleMetaLink.
Step5:UpdateThaiPayablestaxcodes(required)YoucanuseaglobalizationflexfieldintheTaxCodeswindowtoindicatewhenyouwantPayablestoaddtaxinvoiceinformationtoatransaction.
Ifyouwanttoentertaxinformationwhenyouenterinvoices,selectInvoicesfromthelistofvalues.
Ifyouwanttoentertaxinformationwhenyouenterpayments,selectPayments.
UpdatethisglobalizationflexfieldforeveryVATtaxcodeintheoldsystem.
Toupdatetaxcodes,querytheexistingtaxcodesandcompletethestepsinSettingUpPayablesfortheThaiVATintheOracleFinancialsforThailandUser'sGuide.
Step6:UpdateThaiPayablesglobalizationflexfieldattributes(required)Performforthiscountry:ThailandPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ThaiPayablesandReceivables)Dobeforeanyoneuses:ThaiInputTaxSummaryReport,ThaiOutputTaxSummaryReportReferencemanual:OracleFinancialsforThailandUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JA_MODIFY_AP_GDFPerformforthiscountry:ThailandPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ThaiPayables)Dobeforeanyoneuses:ThaiInputTaxSummaryReportReferencemanual:OracleFinancialsforThailandUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JA_UPDATE_THAI_AP_TAX_CODESPerformforthiscountry:ThailandPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:ThaiInputTaxSummaryReportFinancialCategory6—BeforeUsingProductFeatures6-25Globalizationflexfieldattributesthatcontaintaxinvoiceinformationhavebeenchanged.
Runjathpupg.
sqltoupdatetheseattributes.
UNIX:$cd$JA_TOP/patch/115/sql$sqlplus/@jathpupg.
sqlWindows:C:\>cd$JA_TOP/patch\115\sqlC:\>sqlplus/@jathpupg.
sqlStep7:ModifytheattributesetfortheThaiOutputTaxSummaryreport(recommended)ToprinthistoricaldatawiththeThaiOutputTaxSummaryreport,createanewattributesetandrunthereportusingthisnewset.
Tocreateanewattributeset:1.
IntheReporteXchangeDesignerresponsibility,createanewattributesetfortheRX-only:ThaiOutputTaxSummaryReportasdescribedintheOracleFinancialsRXiReportsAdministrationToolUserGuide.
2.
IntheRegisterColumnswindow,selecttheIncludeinAttributeSetcheckboxforGDF_RA_CUST_TRX_ATT2(TaxInvoiceDateinpreviousrelease)andforGDF_RA_CUST_TRX_ATT3(TaxInvoiceinpreviousrelease).
3.
ClickOK.
Referencemanual:OracleFinancialsforThailandUser'sGuide,OracleApplicationsProductUpdateNotesRequiresConcurrentManager:NoTUMSStepKey:JA_UPDATE_THAI_AP_GDFPerformforthiscountry:ThailandPerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(ThaiReceivables)Dobeforeanyoneuses:ThaiOutputTaxSummaryReportReferencemanual:OracleFinancialsforThailandUser'sGuide,OracleFinancialsRXiReportsAdministrationToolUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JA_MODIFY_THAI_OUTPUT_TAX_SUM_ATTR_SETFinancial6-26UpgradingOracleApplications4.
NavigatetotheDisplayedColumnstabbedregionintheAttributeSetwindowandmoveGDF_RA_CUST_TRX_ATT2andGDF_RA_CUST_TRX_ATT3fromtheAvailablewindowtotheDisplayedwindow.
5.
NavigatetotheColumnDetailswindowandmodifythereportcolumnheadernameintheAttributeNamecolumnforthesetwoattributes.
Torunareportwiththenewattributeset:1.
IntheSystemAdministratorresponsibility,navigatetotheConcurrentProgramswindow.
2.
QuerytheThaiOutputTaxSummaryReport.
3.
SelecttheParametersbutton.
TheConcurrentProgramParameterswindowappears.
4.
SelecttheDisplaycheckboxtodisplaythenewattributeset.
Saveyourwork.
OracleFinancialsCommonCountryTasksStep1:SetupAppreciationQuickCode(recommended)TheDACHAssetSummaryreportandDACHDepreciationAnalysisreportdisplayappreciationseparatelyfromothertypesofunplanneddepreciation.
Todistinguishbetweenappreciationamountswhenyourunthesereports,usetheAPPRECQuickCodefortheunplanneddepreciationtype.
FromtheOracleAssetsresponsibilityusetheQuickCodeswindow(Setup>AssetSystem>QuickCodes)tomaintainunplanneddepreciationtypes.
QuerytheTYPEChecklistPerformforthiscountry.
.
.
1.
SetupAppreciationQuickCode(recommended)Austria,Germany,Switzerland2.
UpgradeAppreciationtransactions(recommended)Austria,Germany,Switzerland3.
Assignrequestgroupstoresponsibilities(recommended)OracleFinancialsUsersinJapanPerformforthiscountry:Austria,Germany,andSwitzerlandPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorandApplicationSpecialistDobeforeanyoneuses:DACHAssetSummaryreportorDACHDepreciationAnalysisreportReferencemanual:OracleAssetsUser'sGuideTUMSStepKey:JG_SETUP_APPR_QUICKCODEFinancialCategory6—BeforeUsingProductFeatures6-27FORUNPLANNEDDEPRECIATIONQuickCodetypeandspecifyAPPRECintheValuefieldtosetupanewunplanneddepreciationtypeforappreciationtransactions.
Disableanyotherunplanneddepreciationtypesthatwerepreviouslyusedtorecordappreciation.
Step2:UpgradeAppreciationtransactions(recommended)AppreciationtransactionsthatwerepreviouslyenteredusingadifferentunplanneddepreciationtypearenotshowncorrectlyintheDACHAssetSummaryreportortheDACHDepreciationAnalysisreport.
Runthejgzzfaap.
sqlscripttospecifytheunplanneddepreciationtypethatwaspreviouslyused.
Afteryourunthescript,usetheAPPRECQuickCodeonlyastheunplanneddepreciationtypeforappreciationtransactions.
Manuallydisabletheunplanneddepreciationtypethatwaspreviouslyusedforappreciations.
Runjgzzfaap.
sql,whereistheunplanneddepreciationtypethatwaspreviouslyused.
ConsultanOracleAssetsusertoseewhichunplanneddepreciationtype,ifany,waspreviouslyusedtorecordappreciationtransactions.
UNIX:$cd$JG_TOP/admin/sql$sqlplus/@jgzzfaap.
sqlWindows:C:\>cd%JG_TOP%\admin\sqlC:\>sqlplus/@jgzzfaap.
sqlFromtheOracleAssetsresponsibility,maintainunplanneddepreciationtypesintheQuickCodeswindow(Setup>AssetSystem>QuickCodes).
Toseepossiblevaluesforunplanneddepreciationtypes,querytheTYPEFORUNPLANNEDDEPRECIATIONQuickCodetype.
Forexample,runthisscripttoconverttransactionswiththeOLDTYPEunplanneddepreciationtypetotheAPPRECQuickCode.
ThescriptupdatestheTRANSACTION_SUBTYPEcolumninFA_TRANSACTION_HEADERS:Performforthiscountry:Austria,Germany,andSwitzerlandPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialistDobeforeanyoneuses:DACHAssetSummaryreportorDACHDepreciationAnalysisreportReferencemanual:OracleAssetsUser'sGuideTUMSStepKey:JG_UPGRADE_APPR_TRXFinancial6-28UpgradingOracleApplications$sqlplusscott/tiger@jgzzfaap.
sqlOLDTYPEStep3:Assignrequestgroupstoresponsibilities(recommended)Assignnewrequestgroupstotheresponsibilitiestoaccessthesereports.
PerformthisstepintheStandardRequestSubmissionwindowfromtheSystemAdministratorresponsibility(Security>Responsibility>Define).
IntheResponsibilitieswindow,navigatetotheRequestGroupregion.
UsethelistofvaluesintheNamefieldtoassignrequestgroupstotheresponsibilities.
AdditionalInformation:SeeUnplannedDepreciationinOracleAssetsUser'sGuide.
Performforthiscountry:JapanPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:ReportsReferencemanual:OracleApplicationsSystemAdministrator'sGuideTUMSStepKey:JG_ASSIGN_REQUEST_GROUPSNameNameCustomerBalancesDetailCustomerBalancesDetail(180)CustomerBalancesSummaryCustomerAccountBalanceDetailCustomerAccountBalanceDetail(180)PublishTaxReconciliationbyTaxableAccountSupplierBalancesDetailSupplierBalancesDetail(180)SupplierBalancesSummarySupplierAccountBalanceDetailSupplierAccountBalanceDetail(180)SubledgerBalanceMaintenanceforPayablesAccountingPeriodsSubledgerBalanceMaintenanceforReceivablesAccountingPeriodsAssignthisrequestgroup.
.
.
Tothe.
.
.
JGJP+APReportsPayablesresponsibilitiesJGJP+ARReportsReceivablesresponsibilitiesJGJP+GLReportsGeneralLedgerresponsibilitiesFinancialCategory6—BeforeUsingProductFeatures6-29OracleFinancialsforEuropeTasksStep1:UpdatePolishandTurkishjournallinesequencenumbers(conditionallyrequired)InRelease11,thejournallinesequencenumberswerestoredinadescriptiveflexfield(JG_ZZ_RECON_LINES)intheJournalswindow.
InRelease11i,thejournallinesequencenumbersarestoredinaglobalizationflexfield(JG_GL_JE_LINES_INFO)inthesamewindow.
Updatethejournallinesequencenumberstousethenewflexfield:1.
AsSystemAdministrator,navigatetotheSystemProfileValueswindow(Profile>System)andsettheJG:TerritoryandGLSetofBooksIDprofileoptionsatresponsibilitylevelfortheGLLocalizationsresponsibility(PolishGLLocalizationsorTurkishGLLocalizations).
SettheJG:TerritoryprofileoptiontoPolandforPolishGLLocalizationsortoTurkeyforTurkishGLLocalizations.
SettheGLSetofBooksprofileoptiontotheappropriatesetofbooksfortheresponsibility.
2.
FromtheGLLocalizationsresponsibility(PolishGLLocalizationsorTurkishGLLocalizations),runtheJournalLinesGlobalDescriptiveFlexfieldSynchronizationprogramusingtheStandardRequestSubmissionwindows.
ChecklistPerformforthiscountry.
.
.
1.
UpdatePolishandTurkishjournallinesequencenumbers(conditionallyrequired)Poland,Turkey2.
UpdateDanishEFTinvoicestouseEDIflexfield(conditionallyrequired)Denmark3.
Updatetaxableamountsforcustombillsandselfinvoices(required)Italy4.
UpdateHungarianVATtransactions(conditionallyrequired)Hungary5.
EnabletheAdditionalInformationforHungaryglobalizationflexfield(conditionallyrequired)HungaryPerformforthiscountry:Poland,TurkeyPerformifupgradingfrom:11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:GeneralLedgerforPolandorTurkeyTUMSStepKey:JE_UPDATE_POLISH_TURK_SEQ_NUMFinancial6-30UpgradingOracleApplicationsStep2:UpdateDanishEFTinvoicestouseEDIflexfield(conditionallyrequired)OracleFinancialsforDenmarkhasreplacedtheElectronicFundsTransfer(EFT)paymentprocesswithElectronicDataInterchange(EDI).
Migratetheadditionalcountry-specificinvoiceinformationfortheoutstandinginvoicesfromtheoldEFTflexfieldtothenewglobalizationflexfieldforEDI.
1.
UpdateadditionalinvoiceinformationforallopeninvoiceswithapaymentmethodofElectronic.
OraclePayablesforDenmarkplacesaholdonanyinvoicewithincompleteinformation.
Beforeyoumigratetheinvoiceinformation,updatetheadditionalinvoiceinformationintheoldEFTflexfieldsforallopeninvoicesthatyouwanttoupgradewithapaymentmethodofElectronic.
2.
Createanewholdcodeforthedatamigrationscript.
Createanewholdcodeforthedatamigrationscripttousewhenplacingtheholds.
FromtheInvoiceApprovalswindow(DanishAP>Setup>Invoice>Approvals),enterEFT_TO_EDI_DATA_MIGRATEintheNamefieldforthenewholdcode.
IntheTypefield,selectInvoiceHoldReason,andalsoPostableandReleaseable.
Note:Ifyouusemultiplesetsofbooks,runtheJournalLinesGlobalDescriptiveFlexfieldSynchronizationprogramonceforeachsetofbooks.
AdditionalInformation:SeeOracleFinancialsforPolandUser'sGuide;OracleFinancialsforTurkeyUser'sGuide.
Performforthiscountry:DenmarkPerformifupgradingfrom:10.
7,11.
0Performedby:ProductManager(FinancialsforDenmark)Dobeforeanyoneuses:DanishEDIReferencemanual:OraclePayablesUser'sGuide,OracleFinancialsforDenmarkUser'sGuideTUMSStepKey:JE_UPDATE_DANISH_EFT_INVOICESAdditionalInformation:SeeInvoiceEFTInformationinOracleFinancialsforDenmarkUser'sGuide.
FinancialCategory6—BeforeUsingProductFeatures6-313.
Migrateadditionalcountry-specificinvoiceinformation.
UNIX:$cd$JE_TOP/admin/sql$sqlplus/@jedkediu.
sqlWindows:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jedkediu.
sql4.
Entermissinginformationforinvoicesplacedonhold.
OraclePayablesforDenmarkplacesaholdonanyinvoicewithincompleteinformationusingtheholdcodeyoupreviouslydefined.
Enteranymissinginformationfortheseinvoices.
Whentheinformationiscomplete,manuallyreleasetheholdsandapprovetheinvoicesforpayment.
Step3:Updatetaxableamountsforcustombillsandselfinvoices(required)UsetheglobalizationflexfieldintheDistributionswindowtorecordthetaxableamountsforselfinvoicesandcustombills.
SelfinvoicesandcustombillsenteredbeforetheupgradearenotdisplayedontheItalianPayablesSummaryVATReport,theItalianPurchaseVATRegister,andtheItalianSalesVATRegister(SelfInvoice,EUVAT).
ToensurethattheVATreportscorrectlydisplaytheseamounts,runjeitapid.
sql.
ItupdatesinvoicedistributionsthathaveataxtypeofCustomBillorSelfInvoicebyupdatingtheGLOBAL_ATTRIBUTE_CATEGORYandGLOBAL_ATTRIBUTE1attheinvoicedistributionlevel(ontheAP_INVOICE_DISTRIBUTIONStable).
AdditionalInformation:SeeInvoiceApprovalsinOraclePayablesUser'sGuide.
AdditionalInformation:SeeEnteringInvoicesinOracleFinancialsforDenmark.
Performforthiscountry:ItalyPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministrator/ApplicationSpecialistDobeforeanyoneuses:OraclePayablesSummaryVATReport,ItalianPurchaseVATReport,ItalianPayablesSalesVATRegister(SelfInvoice,EUVAT)TUMSStepKey:JE_UPDATE_TAXABLE_AMOUNTS_FOR_CUST_BILLSFinancial6-32UpgradingOracleApplicationsUNIX:$cd$JE_TOP/patch/115/sql$sqlplus/@jeitapid.
sqlWindows:C:\>cd%JE_TOP%\patch\ll5\sqlC:\>sqlplus/@jeitapid.
sqlEntertheSetofBooksIDfortheItalianorganizationattheprompt.
IfyouhavemultipleItalianorganizations,runthescriptonceforeachorganization.
Step4:UpdateHungarianVATtransactions(conditionallyrequired)OracleFinancialsforHungaryusesanewmethodtomarkVATtransactionsthatwerealreadyreportedonafinalversionoftheHungarianPurchasesVATRegisterandHungarianSalesVATRegisterreports.
UpdatetheVATtransactionsthatwereincludedonthesereportssothatthetransactionsareincludedthenexttimeyourunthereports:UNIX:$cd$JE_TOP/admin/sql$sqlplus/@jehurvat.
sqlWindows:C:\>cd%JE_TOP%\admin\sqlC:\>sqlplus/@jehurvat.
sqlThescriptlistsallorganizationIDsandnamesavailableinthedatabase.
WhenthesystemadministratorenterstheorganizationIDforHungary,thescriptupdatesthetransactionsbyinsertingadditionalinformationintotheglobalattributecolumnsontheAP_INVOICE_DISTRIBUTIONStableforPayablestransactionsortheRA_CUSTOMER_TRX_LINEStableforReceivablestransactions.
RunthescriptforeachHungarianorganizationID.
AdditionalInformation:SeeOracleFinancialsforItalyUser'sGuide.
Performforthiscountry:HungaryPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorDobeforeanyoneuses:HungarianPurchasesVATRegisterorHungarianSalesVATRegisterTUMSStepKey:JE_UPDATE_HUNGARIAN_VATFinancialCategory6—BeforeUsingProductFeatures6-33Step5:EnabletheAdditionalInformationforHungaryglobalizationflexfield(conditionallyrequired)TheHungarianReceivablesOpenItemsRevaluationreportrevaluesalloutstandingreceivablesaccountsataparticulardate,withregardtoastatedreportingperiod,toreflectforeignexchangeratefluctuationssincetheoriginaltransactiondate.
Notalltransactiontypesofopenitemsarerevalued.
YoudesignatewhichtransactiontypesarerevaluedintheAdditionalInformationforHungaryglobalizationflexfieldontheTransactionTypeswindow(HungarianAR:Setup>Transactions>TransactionTypes).
EnabletheAdditionalInformationforHungaryglobalizationflexfieldbysettingtheseprofileoptionsintheSystemProfileValueswindow(SystemAdministrator:Profile>System):Now,usetheRevaluateTransactionTypefieldinthisflexfieldtomanuallydesignatewhichtransactiontypesarerevalued.
OracleFinancialsforLatinAmericaTasksAdditionalInformation:SeeOracleFinancialsforHungaryUser'sGuide.
Performforthiscountry:HungaryPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorDobeforeanyoneuses:HungarianReceivablesOpenItemsRevaluationreportReferencemanual:OracleFinancialsforHungaryUser'sGuideRequiresConcurrentManager:NoTUMSStepKey:JE_ENABLE_HUNGARIAN_GDFSetthisprofileoption.
.
.
Tothisvalue.
.
.
JG:ApplicationOracleReceivablesJG:ProductEuropeanLocalizationsJG:TerritoryHungaryChecklistPerformforthiscountry.
.
.
1.
UpdateColombianjournallinethird-partyinformation(required)ColombiaProjects6-34UpgradingOracleApplicationsStep1:UpdateColombianjournallinethird-partyinformation(required)InRelease11,OracleFinancialsforColombiastoresjournallinethird-partyinformationinadescriptiveflexfield(JG_ZZ_RECON_LINES)intheJournalswindow.
InRelease11i,thisinformationisstoredinaglobalizationflexfield(JG_GL_JE_LINES_INFO)inthesamewindow.
Updatethejournallinethird-partyinformationtousethenewflexfield:1.
AstheSystemAdministrator,navigatetotheSystemProfileValueswindow(Profile>System).
2.
SettheJG:TerritoryandGLSetofBooksIDprofileoptionsatresponsibilitylevelfortheColombianGLLocalizationsresponsibility.
SettheJG:TerritoryprofileoptiontoColombia.
SettheGLSetofBooksprofileoptiontotheappropriatesetofbooksfortheresponsibility.
3.
FromtheColombianGLresponsibility,runthejournallinesglobaldescriptiveflexfieldsynchronizationprogramusingtheStandardRequestSubmissionwindow(ColombianLocalization>Other>Requests>Run).
ProjectsReviewthissectionandcompleteonlythetasksfortheOracleProjectsproductsyouhaveinstalled.
Performforthiscountry:ColombiaPerformifupgradingfrom:11.
0Performedby:DatabaseAdministrator/ApplicationSpecialist(GeneralLedger)Usersmustlogoff:NoReferencemanual:OracleFinancialsforColombiaUser'sGuideRequiresConcurrentManager:YesTUMSStepKey:JL_UPDATE_COLOMBIAN_JOURNAL_LINESNote:Ifyouusemultiplesetsofbooks,runthejournallinesglobaldescriptiveflexfieldsynchronizationprogramonceforeachsetofbooksusingadifferentresponsibility.
AdditionalInformation:SeeEnteringJournalLineThirdPartyInformationinOracleFinancialsforColombiaUser'sGuide.
HumanResourcesCategory6—BeforeUsingProductFeatures6-35OracleProjectsTasksStep1:ImplementSelf-ServiceTime(conditionallyrequired)IfyouusedPersonalTimeandExpense(PTE)orProjectTimeandExpense(toentertimecardinformation),youmustimplementSelf-ServiceTimeandrollitouttousers.
RefertoOracleSelf-ServiceTimeImplementation/MigrationGuideRelease11ionOracleMetaLink.
Step2:Implementcrosscharge(conditionallyrequired)CrosschargingandBorrowedandLentAccountingarenolongerenabledbyusingprofileoptions.
Ifyoucross-chargedtransactionsacrossOperatingUnitsorusedtheBorrowedandLentRevenuefunctionbeforetheupgrade,followtheCrossChargeandInter-ProjectBillingimplementationinstructionsintheOracleProjectsUser'sGuidetocontinueusingthisfunction.
HumanResourcesReviewthissectionandcompleteonlythetasksfortheOracleHumanResourcesproductsyouhaveinstalled.
ChecklistPerformedby1.
ImplementSelf-ServiceTime(conditionallyrequired)ApplicationSpecialist(Projects)2.
Implementcrosscharge(conditionallyrequired)ApplicationSpecialist(Projects)Performifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:OracleSelf-ServiceTimeImplementation/MigrationGuide,Release11iDobeforeanyoneuses:OracleSelf-ServiceTimePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Projects)Referencemanual:NoDobeforeanyoneuses:CrossChargeTUMSStepKey:PA_IMPLEMENT_CROSS_CHARGEHumanResources6-36UpgradingOracleApplicationsOracleHumanResourcesTasksStep1:RecreatecustomSalaryProposalview(conditionallyrequired)YouidentifiedthecustomlocationforthecustomSalaryproposalsviewscript(PER_SALARY_PROPOSALS_HRV)inStep3oftheOracleHumanResourcesTasksinChapter1.
Afterthecustomchangeshavebeenapplied,rerunthescripttorecreatethecustomizedview:UNIX:$cd$PER_TOP/admin/sql$sqlplus/@peupl01v.
sqlWindows:C:\>cd%PER_TOP%\admin\sqlC:\>sqlplus/@peupl01v.
sqlStep2:DropobsoleteOracleusers(recommended)Restrictedsecurityprofilesmaynowbeobsolete.
InRelease11i,responsibilitiesthatuserestrictedsecurityprofilesconnecttotheAPPSOracleuser.
YounolongerhavetomaintainseparateOracleusersforeveryrestrictedsecurityprofile.
Release10.
7reportingOracleusersareunaffectedbythischange.
TolistOracleusersthatwereassociatedwithrestrictedsecurityprofiles,runthefollowingscript,whereisthevalueof$ORACLE_SIDor$TWO_TASK(UNIX)orthevalueofORACLE_SIDorLOCAL(Windows).
ChecklistPerformedby1.
RecreatecustomSalaryProposalview(conditionallyrequired)SystemAdministrator2.
DropobsoleteOracleusers(recommended)DatabaseAdministratorPerformifupgradingfrom:10.
7Performedby:SystemAdministratorReferencemanual:NoDobeforeanyoneuses:SalaryAdministrationTUMSStepKey:PER_RECREATE_SALARY_VIEWPerformifupgradingfrom:10.
7Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:RestrictedSecurityProfilesHumanResourcesCategory6—BeforeUsingProductFeatures6-37UNIX:$cd$APPL_TOP/admin//out$sqlplus/@$PER_TOP/admin/sql/peoldsec.
sqlWindows:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/@%PER_TOP%\admin\sql\peoldsec.
sqlThisscriptalsoindicateswhichOracleusershavebeendroppedfromthedatabase.
Theoutputisspooledtopeoldsec.
lstinthecurrentworkingdirectory.
IftheOracleuserslistedinpeoldsec.
lstdonotcontainthecustomtablesorviewsthatyouwanttopreserve,dropthem—theyarenolongerusedbyOracleHRMS.
Beforedroppingauserwhoseschemacontainsobjects,thoroughlyinvestigatetheseobjectsandtheimplicationsofdroppingthem.
Payattentiontoanycascadingeffects.
Forexample,iftheuserownsatable,checkwhetheranyviewsorproceduresdependonthattable.
Forexample:UNIX:$sqlplusSYSTEM/SQL>DROPUSERjones;SQL>exitWindows:C:\>sqlplusSYSTEM/SQL>DROPUSERjones;SQL>exitTodropauserandallitsschemaobjects(ifany),youmusthavetheDROPUSERsystemprivilege(typicallyheldbyasecurityadministrator).
UseeithertheDropmenuitemontheEnterpriseManager/GUI,ortheSQLcommandDROPUSER.
Iftheuser'sschemacontainsanyschemaobjects,usetheCASCADEoptiontodroptheuserandallassociatedobjectsandforeignkeysthatdependonthetablesoftheuser.
IfyoudonotspecifyCASCADEandtheuser'sschemacontainsobjects,anerrormessageisreturnedandtheuserisnotdropped.
Toverifythattheusershavebeensuccessfullydropped,rerunpeoldsec.
sqlatanytimepriortodroppingPER_SECURITY_PROFILES_OLD.
AdditionalInformation:SeeOracle8ServerAdministrator'sGuide.
OrderManagement6-38UpgradingOracleApplicationsOraclePayroll(U.
S.
)TasksStep1:CheckforinvalidU.
S.
addressinformation(conditionallyrequired)TheGlobalLegislationdriver(hrglobal.
drv)createspyvaladr.
lst,whichlistsexistingU.
S.
addresses(locationsorpersonaladdresses)thatareinvalid.
Thefileislocatedin$APPL_TOP/admin//out(UNIX)or%APPL_TOP%\admin\\out(Windows).
Reviewthefileandcorrectinvalidaddressdata.
Tocorrectlocationaddresses:IntheLocationwindow(WorkStructures>Location),querytherequiredlocationandamendtheaddressasrequiredandsaveyourwork.
Tocorrectpersonaladdresses:InthePeoplewindow(People>EnterandMaintain),querythepersonandchoosetheAddressbutton.
Amendtheaddressasrequiredandsaveyourwork.
Aftercorrectingdata,regeneratethe.
lstfiletoverifythatalladdressesarevalid.
Toregeneratethefile,runthefollowingscriptwhereisthevalueof$ORACLE_SIDor$TWO_TASK(UNIX)orthevalueofORACLE_SIDorLOCAL(Windows).
UNIX:$cd$APPL_TOP/admin//out$sqlplus/@$PAY_TOP/admin/sql/pyvaladr.
sqlWindows:C:\>cd%APPL_TOP%\admin\\outC:\>sqlplus/@%PAY_TOP%\admin\sql\pyvaladr.
sqlOrderManagementReviewthissectionandcompleteonlythetasksfortheOracleOrderManagementproductsyouhaveinstalled.
ChecklistPerformedby1.
CheckforinvalidU.
S.
addressinformation(conditionallyrequired)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyone:RunsapayrollormodifiesexistingemployeetaxinformationTUMSStepKey:PAY_CHECK_INVALID_ADDRESSESOrderManagementCategory6—BeforeUsingProductFeatures6-39OracleInventoryTasksStep1:Createindexesonflexfieldsegmentcolumns-INV(required)Toimproveperformanceofkeyflexfields,createindexesonthesegmentcolumns.
Werecommendcreatingtheseindexesforthefollowingkeyflexfields:1.
ToDeterminewhetheraconcatenatedindexexistsfortheflexfieldsegments:UNIX:$cd$INV_TOP/admin/sql$sqlplus/@invflseg.
sqlWindows:C:\>cd%INV_TOP%\admin\sqlC:\>sqlplus/@invflseg.
sqlThisscriptproducesinvidxch.
lis,whichhasthreesections:SystemItems,AccountAliases,andStockLocatorsflexfields,withthecorrespondingMTL_SYSTEM_ITEMS_B,MTL_GENERIC_DISPOSITIONS,andMTL_ITEM_LOCATIONScodecombinationtables.
Eachsectioncontainsinformationaboutflexfieldsegments(segmentnumber,segmentname,andsegmentcolumnnameenabled)andtableindexes(indexname,nameoftheindexedcolumn,andthepositionofthecolumninanindexonatable).
ChecklistMenuResponsibility>function1.
Createindexesonflexfieldsegmentcolumns-INV(required)N/A2.
ChangeItemDescriptionprofileoption-INV(recommended)SystemAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:NoDobeforeanyoneuses:IndicatedkeyflexfieldsFlexfieldBaseTableSystemItemsMTL_SYSTEM_ITEMS_BAccountAliasesMTL_GENERIC_DISPOSITIONSStockLocatorsMTL_ITEM_LOCATIONSOrderManagement6-40UpgradingOracleApplications2.
Ifyoudeterminethattheconcatenatedindexdoesnotalreadyexist,createaconcatenatedindexontheMTL_SYSTEM_ITEMS_Btable.
ItmustincludeallthesegmentcolumnsenabledfortheSystemItemsflexfield,inthesameorderasthesegmentsintheflexfieldstructuredefinition.
Forexample,ifyouhavesegment3,segment4,segment6(inthisorder)enabledfortheflexfield,createasfollows:UNIX:$sqlplus/SQL>createindexMTL_SYSTEM_ITEMS_B_NS32onMTL_SYSTEM_ITEMS_B3(segment3,4segment4,5segment6);SQL>exitWindows:C:\>sqlplus/SQL>createindexMTL_SYSTEM_ITEMS_B_NS32onMTL_SYSTEM_ITEMS_B3(segment3,4segment4,5segment6);SQL>exitNametheindexusingtheformatMTL_SYSTEM_ITEMS_B_NSX,whereXisthefirstactivesegmentcolumn.
Intheexample,theindexnameisMTL_SYSTEM_ITEMS_B_NS3.
Iftheindexalreadyexists(asinthecaseofanupgradefrom10.
7or11.
0),itsnamemayhaveaformatMTL_SYSTEM_ITEMS_NX.
3.
RepeatthepreviousstepstocreateindexesforMTL_GENERIC_DISPOSITIONS(useindexnameformatMTL_GENERIC_DISPOSITIONS_NSX)andMTL_ITEM_LOCATIONS(useindexnameformatMTL_ITEM_LOCATIONS_NSX).
Step2:ChangeItemDescriptionprofileoption-INV(recommended)Youcanbuildanitemdescription(foritemsthathaveanassignedcataloggroup)byeitherconcatenatingtheitemcataloggroupnamewiththeenableddescriptivePerformifupgradingfrom:10.
7,11.
0Performedby:ApplicationSpecialist(Inventory)/SystemAdministratorReferencemanual:NoDobeforeanyoneuses:ItemsPublicSectorCategory6—BeforeUsingProductFeatures6-41elementvalues,orbyconcatenatingtheitemcataloggroupdescriptionwiththeenableddescriptiveelementvalues.
TheprofileoptionINV:UseCatalogNameIntheItemDescriptiondeterminesthemethodused.
AvalueofYesusesthecataloggroupname.
Nousesthecataloggroupdescription.
Ifyourbusinesslogicmandates,duringtheupgrade(oratanyothertime),youcanchangethisprofileoption.
1.
AstheSystemAdministrator,navigatetotheSystemProfileValueswindow.
Setthisoptionatthesitelevel.
2.
Ifyouchangetheprofileoption,updateallexistingdescriptionsforitemsthathaveanassignedcataloggroup:UNIX:$cd$INV_TOP/admin/sql$sqlplus/@invicgds.
sqlWindows:C:\>cd%INV_TOP%\admin\sqlC:\>sqlplus/@invicgds.
sqlPublicSectorReviewthissectionandcompleteonlythetasksfortheOraclePublicSectorproductsyouhaveinstalled.
OraclePublicSectorFinancials(International)TasksAdditionalInformation:SeeProfileOptionsinOracleInventoryinOracleInventoryUser'sGuide.
AdditionalInformation:SeeOverviewofItemCataloginginOracleInventoryUser'sGuide.
ChecklistPerformedby1.
Migrategross-basedVATdata(conditionallyrequired)ApplicationSpecialist2.
Upgradesubledgersecurity(conditionallyrequired)DatabaseAdministrator/ApplicationSpecialistPublicSector6-42UpgradingOracleApplicationsStep1:Migrategross-basedVATdata(conditionallyrequired)Ifgross-basedVATwasactivatedinthepreviousversion,performthissteptomigratethisdatatothenewPartiallyReclaimableVATtables.
1.
EnabletherecoverabletaxoptioninOraclePayablesasdescribedinCategory2,Step3oftheOraclePayablesTasksinChapter2.
2.
SetuprecoverabletaxesinOraclePayablesasdescribedinStep3ofOraclePayablesTasksinthischapter.
3.
SetupthetaxcodedefaultinPayables.
NavigatetotheFinancialsOptionswindow(Setup>Options>Financials).
IntheTaxtabbedregion,selectanoptionfromthelistofvaluesintheDefaultTaxCodefield.
Saveyourwork.
4.
Runthefollowingscript:UNIX:$cd$IGI_TOP/admin/sql$sqlplus/@igigbvuw.
sqlWindows:C:\>cd%IGI_TOP%\admin\sqlC:\>sqlplus/@igigbvuw.
sqlStep2:Upgradesubledgersecurity(conditionallyrequired)Thefollowingstepsupgradesubledgerandsecuritysetupdataandsetupsteps.
Youmusthavecompletedallotherupgradestepsbeforeyouperformthisstep.
Performifupgradingfrom:12,3.
1,3.
3Performedby:ApplicationSpecialistReferencemanual:NoDobeforeanyoneuses:Gross-basedVATdataTUMSStepKey:IGI_MIGRATE_RECOV_VAT_TAX_DISTRIBUTIONSPerformifupgradingfrom:12,3.
1,3.
3Performedby:DatabaseAdministrator/ApplicationSpecialistReferencemanual:NoDobeforeanyoneuses:SubledgerSecurityUsersmustlogoff:YesRequiresconcurrentmanager:YesTUMSStepKey:IGI_UPGRADE_SLS_SETUPSPublicSectorCategory6—BeforeUsingProductFeatures6-431.
Upgradesubledgersecuritybyrunningthefollowingscript:UNIX:$cd$IGI_TOP/patch/115/sql$sqlplus/@igiasls1.
sqlWindows:C:\>cd%IGI_TOP%\patch\115\sqlC:\>sqlplus/@igiasls1.
sql2.
Checkthelogfile(igiasls1.
log)forerrors.
Ifanyerrorsarereported,donotproceedwiththisupgradestepanddonotusesubledgersecurityuntiltheerrorsarefixed.
3.
Applysecurityandcreatesubledgersecurityobjects:LogontotheapplicationandchoosetheSystemAdministratorresponsibility.
ChooseOPSF(I)SystemAdministration>SubledgerSecurity>ApplySecurity.
SelecttheCREATEparameter.
Submittherequest(checkthelogfileforthesubmittedrequest).
4.
Verifythatthesubledgersecuritystructureissuccessfullyupgradedbyloggingonassystemadministratorandreviewingthefollowing.
Subledgersecuritygroups:IntheMaintainGroupswindow(OPSF(I)SystemAdministration>SubledgerSecurity>MaintainGroups),define,re-enable,ordeletesecuritygroupsasrequired.
Saveyourwork.
Note:Performthissteponlyifsubledgersecurityisalreadyinuse.
Makesuretheconcurrentmanagerisrunningbeforeyoubegin.
AdditionalInformation:SeeApplyingSecurityProcedure,SubledgerSecuritySetupintheOraclePublicSectorFinancials(International)User'sGuide.
PublicSector6-44UpgradingOracleApplicationsSubledgersecuritysecuretables:IntheMaintainTableswindow(OPSF(I)SystemAdministration>SubledgerSecurity>MaintainTables),define,re-enable,ordeletesecuretablesasrequired.
VerifythatallsecuretablesexistinthedatabaseandincludethecolumnJE_UK_VIEW_COLUMN.
Saveyourwork.
Subledgersecurityallocations:IntheMaintainAllocationswindow(OPSF(I)SystemAdministration>SubledgerSecurity>MaintainAllocations),allocatetablestoordeletetablesfromsecuritygroups,disable,orre-enabletablesasrequired.
Saveyourwork.
5.
Upgradesubledgersecuritydatabyrunningthefollowingscript:UNIX:$cd$IGI_TOP/patch/115/sql$sqlplus/@igiasls2.
sqlWindows:C:\>cd%IGI_TOP%\patch\115\sqlC:\>sqlplus/@igiasls2.
sqlReviewtheoutput.
Iferrorsarereported,omitthissecurityupgradestepanddonotusethesubledgersecurityfeatureuntilyoufixtheerrors.
AdditionalInformation:SeeMaintainingSecurityGroupsProcedure,SubledgerSecuritySetupinOraclePublicSectorFinancials(International)User'sGuide.
AdditionalInformation:SeeMaintainingSecureTablesProcedure,SubledgerSecuritySetupinOraclePublicSectorFinancials(International)User'sGuide.
AdditionalInformation:SeeMaintainingAllocationsProcedure,SubledgerSecuritySetupinOraclePublicSectorFinancials(International)User'sGuide.
FinishingYourUpgrade7-17FinishingYourUpgradeThischapterdescribestasksaffectOracleApplicationsasawhole.
Youmustperformthemafterallsystemandproduct-specificstepsarecomplete.
Performingthemoutofordermayreverseupgradeprocessesthatyouhavecompletedpreviously.
Thischaptercontainsthefollowingsections:SystemMaintenanceTasksonpage7-1RequiredFinishingTasksonpage7-6LoggingOntoOracleApplicationsonpage7-8TasksSpecificToYourInstallationonpage7-9SystemMaintenanceTasksAfteryouhaveverifiedtheupgrade,youperformcertain"clean-up"tasksforallApplications,notjustthosethatarelicensedinstalledorshared,sincealldatabasecomponentsareinstalledandupgradedtogether.
Attention:Beforeyouperformthesesteps,backuptheOracleApplicationsproductfiles.
Onaserverorstand-alonemachine,backuptheOracleApplicationsdatabase.
ChecklistPerformedby1.
Dropunneededdatabaseobjects(recommended)DatabaseAdministrator2.
Installonlinehelp(recommended)DatabaseAdministrator3.
Deleteobsoleteproductfiles(recommended)SystemAdministratorSystemMaintenanceTasks7-2UpgradingOracleApplicationsStep1:Dropunneededdatabaseobjects(recommended)Tohelpremoveobsoleteobjects,wesupplyaSQL*Plusscriptformanyproducts.
Thescriptis$/admin/sql/dold.
sql(UNIX)or%_TOP%\admin\sql\dold.
sql>(Windows),where(or)representtheproductshortname.
Forexample,PO(Purchasing).
Eachscriptlistsobsoleteobjects.
Findthescriptfortheproductanddetermineifyouwanttodroptheobsoleteobjects.
Ifso,enterthefollowingcommand,whereisthevalueof$ORACLE_SIDor$TWO_TASK(UNIX)orthevalueofORACLE_SIDorLOCAL(Windows).
Payspecialtoinstructionsinthescriptaboutadditionalparameters.
UNIX:$cd$APPL_TOP/admin//outWindows:C:\>cd%APPL_TOP%\admin\\outForexample,torunthePurchasingscript:UNIX:$sqlplus/@$PO_TOP/admin/podold.
sql\4.
DropobsoletecolumnsinOracleAssets(recommended)DatabaseAdministrator5.
DropunnecessaryindexesforOraclePayables(recommended)DatabaseAdministrator6.
RemoveoldsubledgersecurityschemasforPublicSectorFinancials(recommended)DatabaseAdministratorPerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sManualUsersmustlogoff:NoWarning:Donotrundold.
sqluntilyouhaveverifiedthattheupgradeiscompleteandsuccessful.
ChecklistPerformedbySystemMaintenanceTasksFinishingYourUpgrade7-3Windows:C:\>sqlplus/@%PO_TOP%\admin\sql\podold.
sql\Step2:Installonlinehelp(recommended)Toinstallonlinehelp,downloadpatch2662802fromOracleMetaLinkandapplyittoyoursystem.
Readthereadmefilecarefully,andfollowinganyspecialinstructionsyoufindthere.
Step3:Deleteobsoleteproductfiles(recommended)Deletetheproductfilesforthepreviousrelease(ifyouhavenotdonesoalready).
Youmaywanttoretainreportoutputfilesorcustomizedprograms.
Outputfilesarestoredintheoldlogandoutputsubdirectoriesundereachproduct'stopdirectory,underthelogandoutputdirectoriesyoucreated,orunderacommondirectory.
Toremoveobsoletefilesforanoldrelease,changetothetopdirectoryofthatreleaseandenterthefollowingcommand:UNIX:$rm-rfHereisanexample:$rm-rf/d01/appl/r10Thisproduct.
.
.
.
.
.
requirestheseparametersCommonCountryFeatures(JG)FinancialsforEMEA(JE)Performifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sManualUsersmustlogoff:NoPerformifupgradingfrom:10.
7,11.
0Performedby:SystemAdministratorReferencemanual:OracleApplicationsSystemAdministrator'sManual,OracleApplicationsConceptsUsersmustlogoff:NoSystemMaintenanceTasks7-4UpgradingOracleApplicationsWindows:C:\>del/s/qHereisanexample:C:\>del/s/q\APPL110Step4:DropobsoletecolumnsinOracleAssets(recommended)Toconformtomultilingualchanges,anumberoftableshavebeenrenamedtoindicatetheyarebasetables(_B)andtheirdescriptivecolumnshavebeencopiedtoanewtablewiththesamebasename,plusa_TLsuffixtoindicatetheyaretranslatedtables.
Thecolumninthebasetableissettounused,soyoucannotviewthecolumn.
Todropobsoletecolumns,runthefollowingscript.
ItrequiresBATCHSIZEasaparameter.
UNIX:$cd$FA_TOP/admin/sql$sqlplus/@facoldr.
sqlWindows:C:\>cd%FA_TOP%\admin\sqlC:\>sqlplus/@facoldr.
sqlNote:Ifyouareupgradingfrom10.
7SC,youcandeleteallobsoleteclient-sideproductfilesatthistime.
Performifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:Oracle8iSQLReferenceManualUsersmustlogoff:YesTablenameinpriorreleaseBasetablewithdroppedcolumnTranslatedwithcopiedcolumnColumnnametobedroppedFA_ADDITIONSFA_ADDITIONS_BFA_ADDITIONS_TLdescriptionFA_CATEGORIESFA_CATEGORIES_BFA_CATEGORIES_TLdescriptionFA_LOOKUPSFA_LOOKUPS_BFA_LOOKUPS_TLdescriptionFA_LOOKUPSFA_LOOKUPS_BFA_LOOKUPS_TLmeaningFA_LOOKUP_TYPESFA_LOOKUP_TYPES_BFA_LOOKUP_TYPES_TLdescriptionFA_LOOKUP_TYPESFA_LOOKUP_TYPES_BFA_LOOKUP_TYPES_TLmeaningFA_RX_ATTRSETSFA_RX_ATTRSETS_BFA_RX_ATTRSETS_TLuser_attribute_setSystemMaintenanceTasksFinishingYourUpgrade7-5Tomakesurethedatainthecolumntobedroppedhasbeencopiedcorrectlyfromthebasetabletothetranslatedtable,confirmthatthereisanequalnumberofrowsinbothtables.
YoucandothisbyrunningaselectcountfromSQL*Plusfromthebasetableandthetranslatedtable.
Also,youcanselectthecolumnnameinthetranslatedtableofthecolumnthatwillbedroppedfromthebasetabletomakesurethereisdatainthatcolumn.
Forexample,theupgradedropstheDescriptioncolumnfromtheFA_ADDITIONS_Btable.
SelectDescriptionandconfirmthatthecolumnhasbeencorrectlypopulated.
Step5:DropunnecessaryindexesforOraclePayables(recommended)IfalloperatingunitsuseAccrualBasisAccounting,runthefollowingscripttodroptheindexesontheCASH_POSTED_FLAGcolumnsinAP_INVOICE_DISTRIBUTIONSandAP_INVOICE_PAYMENTS.
UNIX:$cd$AP_TOP/admin/sql$sqlplus/@apaccr.
sqlWindows:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apaccr.
sqlIfalloperatingunitsuseCashBasisAccounting,runthefollowingscripttodroptheindexesontheACCRUAL_POSTED_FLAGcolumnsinAP_INVOICE_DISTRIBUTIONSandAP_INVOICE_PAYMENTS:FA_RX_REP_COLUMNSFA_RX_REP_COLUMNS_BFA_RX_REP_COLUMNS_TLattribute_namePerformifupgradingfrom:10.
7,11.
0Performedby:DatabaseAdministratorReferencemanual:OraclePayablesUser'sGuideDobeforeanyoneuses:OracleApplicationsAttention:Donotperformthisstepif1)atleastoneoftheoperatingunitsusesCombinedBasisAccounting,or2)ifyouhaveatleastoneoperatingunitthatusesCashBasisAccountingandatleastoneoperatingunitthatusesAccrualBasisAccounting.
TablenameinpriorreleaseBasetablewithdroppedcolumnTranslatedwithcopiedcolumnColumnnametobedroppedRequiredFinishingTasks7-6UpgradingOracleApplicationsUNIX:$cd$AP_TOP/admin/sql$sqlplus/@apcash.
sqlWindows:C:\>cd%AP_TOP%\admin\sqlC:\>sqlplus/@apcash.
sqlStep6:RemoveoldsubledgersecurityschemasforPublicSectorFinancials(recommended)Youmusthavealreadyrunigidold.
sql(asdescribedinStep1inthissection)beforeyoucontinue.
IfyouusedsubledgersecurityinapreviousversionofPublicSectorFinancials(International),youshouldremoveanyadditionalsecureschemasthatwerecreated.
Runningigidold.
sqlinStep1dynamicallycreatedascripttodroptheseadditionalschemas.
Ifthescriptisempty,youcanomitthisstep.
Ifthereareadditionalschemas,runthefollowingscripttodropthem.
Thisispotentiallyalong-runningprocess.
Itcouldtakeupto2hourstodropeachlisteduser.
UNIX:$cd$IGI_TOP/admin/sql$sqlplus/@igidropschema.
sqlWindowsC:\>cd$IGI_TOP\admin\sqlC:\>sqlplus/@igidropschema.
sqlRequiredFinishingTasksAllusersmustperformthetasksinthissectiontofinishtheupgrade.
ImplementNewProductandCountry-specificFunctionalityRefertotheimplementationorsetupguides(orimplementationorsetupsectionoftheuser'sguides)associatedwiththeOracleApplicationsproductsinyoursystemPerformifupgradingfrom:12,3.
1,3.
3Performedby:DatabaseAdministratorReferencemanual:NoUsersmustlogoff:NoRequiredFinishingTasksFinishingYourUpgrade7-7forinstructionsonimplementingorsettingupnewproductsandfeatures.
RefertoOracleMetaLinkforotherproduct-specificissues.
ResizetheDatabaseThesizeoftheproductiondatabasedependsontheproductsyouhavelicensedandtheadditionalfeatures(suchasmultiplelanguagesormultipleorganizations)youconfigureinyoursystem.
Refertotheproduct-specificdocumentation.
ChangePasswordsThedefaultpasswordsfortheSYSaccountandSYSTEMaccountoftheOracleApplicationsdatabasearechange_on_installandmanager,respectively.
Tomaintaindatabasesecurityandrestrictaccesstotheseaccounts,changethesepasswords.
Inaddition,changethedefaultpasswordsfortheApplicationsproductaccountsintheproductionandtestdatabases.
MaintainSnapshotInformationSnapshotsgiveapictureofselectedAPPS-relatedfilesinagivenAPPL_TOP.
TheyrecorddetailsforeachfileintheAPPL_TOP(likefilenameandfileversion).
TheymayalsorecordsummaryinformationaboutpatchesthathavebeenappliedtotheAPPL_TOP.
YoucanusesnapshotstocomparetwodifferentAPPL_TOPsorthesameAPPL_TOPatdifferenttimes,andtotrackthecurrentstatusofanAPPL_TOP.
Note:ThepasswordforbothSYSandSYSTEMintheVisionDemoismanager.
AdditionalInformation:SeeManagingUserPrivilegesandRolesinOracle8iAdministrator'sGuide.
AdditionalInformation:SeeApplicationsDBADutiesinOracleApplicationsSystemAdministrator'sGuide.
SeealsoOracleApplicationsConcepts.
AdditionalInformation:SeeMaintainApplicationsFilesTasksinOracleApplicationsMaintenanceUtilities.
LoggingOntoOracleApplications7-8UpgradingOracleApplicationsYoumusttakeasnapshotofeachAPPL_TOPbeforeapplyinganypatchessothattheprerequisitepatchcheckingfeatureinAutoPatchwillfunctioncorrectly.
TosetuptheSnapshotfeature,followthissteps:1.
FromtheADAdministrationmainmenu,selecttheMaintainApplicationsFilesmenu.
Runthe"Maintainsnapshotinformation"task.
2.
UnderSnapshotOptions,choose"ManageSnapshotswithinthisApplicationSystem.
"3.
Select"RefreshtheCurrentViewofthisAPPL_TOPinthedatabase.
"4.
RepeatthisstepforeachAPPL_TOPinyoursystem.
RunningthistasktakesonetotwohoursforeachAPPL_TOP.
However,itdoesnotrequirethatuserslogoff.
YouneedrunitonlyonceforeachAPPL_TOP.
Afterthat,AutoPatchautomaticallykeepsthecurrent-viewsnapshotforeachAPPL_TOPuptodate.
BackUpOracleApplicationsHavetheoperatingsystemadministratorbackuptheOracleApplicationsproductfiles,includingCOMMON_TOP,8.
0.
6technologycomponents,andtheiAStechnologycomponents.
HavethedatabaseadministratorbackuptheOracleApplicationsdatabaseandOraclehomecomponents.
LoggingOntoOracleApplicationsYoustartOracleApplicationsandaccessallOracleE-BusinessSuiteproductsfromtheE-BusinessSuiteHomepage,whichyouaccessfromtheOracleApplicationsLoginpage,locatedatthefollowingURL:http://.
:/oa_servlets/AppsLoginForexample:http://oraapps1.
oracle.
com:8000/oa_servlets/AppsLoginNote:YoucanalsoaccesstheE-BusinessSuiteHomepagefromtheRapidInstallPortal.
SeeAccesstheRapidInstallPortalinChapter1ofInstallingOracleApplications.
TasksSpecificToYourInstallationFinishingYourUpgrade7-9Thesystemadministratorshouldloginthefirsttimeusingthesysadminloginaccountthatispre-configuredintheApplicationsinstallation.
UsetheSystemAdministratorresponsibilitytolaunchanApplicationsFormssessionwherethesystemadministratorcancompletetheimplementationsteps.
TasksSpecificToYourInstallationThetasksinthissectionareconditionallyrequired—youmustperformtheonesthatapplytoyourinstallationofOracleApplications.
RegisterNewlyLicensedProductsAllexistingproducts,country-specificfunctionalities,andlanguageshavebeenupgraded.
However,ifyouhaveaddedproducts(thatwerenotlicensedbeforetheupgrade)toyoursystem,youmustregisterthemnow.
Likewise,ifyouarenowusingcountry-specificfunctionalitiesorlanguagesthatyouwerenotusingbeforetheupgrade,youmustregisterthesecomponentsnow.
SeeRegisteringApplicationsProductsinOracleApplicationsMaintenanceProceduresforcompleteinformation.
ConfiguretheOracleWorkflowJava-basedNotificationMailerIfyouplantousetheOracleWorkflowjava-basedNotificationsMailer,youmustcompleteadditionalsetupandimplementationsteps.
SeeConfiguringtheOracleWorkflow2.
6Java-basedNotificationMailerwithOracleApplications11i(OracleMetaLinkDocumentID:231286.
1)forcompleteinformation.
SetUpandImplementOracleDiscovererEndUserLayer(EUL)Ifyouareusinganyoftheproductsinthefollowinglist,youmustcompleteadditionalsetupandimplementationstepsforDiscoverer4iEUL.
AdditionalInformation:SeeAppendixFintheOracleApplicationsSystemAdministrator'sGuide.
SeealsoE-BusinessSuiteHomeinOracleApplicationsConcepts.
ProductShortNameProductabmActivityBasedManagementamsOracleMarketingbisBusinessIntelligenceSystemTasksSpecificToYourInstallation7-10UpgradingOracleApplicationsFollowtheinstructionsinDiscoverer4iwithOracleApplications11i(OracleMetaLinkDocumentID:139516.
1)tosetupandconfiguretheDiscovererEUL.
Thefollowingproductsrequireadditionalsecuritysteps,asdescribedintheassociatedOracleMetaLinkdocument.
SetUpandImplementOracleEmbeddedDataWarehouse(EDW)IfyouhavelicensedOracleEmbeddedDataWarehouse(EDW),youmustcompleteadditionalsetupandimplementationstepsbeforeusingthisproduct.
RefertobixInteractionCenterIntelligencecnOracleSalesCompensationeniEngineeringIntelligencefiiFinancialIntelligencehriHumanResourceIntelligenceiscSupplyChainIntelligenceokcOracleContractsokiOracleContractsIntelligenceopiOperationsIntelligencepjmOracleProjectManufacturingpjrOracleProjectResourceManagementpmiProcessManufacturingIntelligencepoaPurchasingIntelligencepsbOraclePublicSectorBudgetingProductDocumentationOracleProjectResourceManagement(PJR)PostInstallationDocumentationUpdateforPJR.
CCustomerUsingDiscoverer4i(OracleMetaLinkDocID:183491.
1)OracleMarketingOnline(AMS)OracleMarketingOnlinePostUpgradeStepsforOracleDiscoverer(OracleMetaLinkDocID:187070.
1)OracleContracts(OKC/OKI)Discoverer4iEndUserLayer(EUL)MaintenanceforOracleContracts11i(OracleMetaLinkDocID:187508.
1)ProductShortNameProductTasksSpecificToYourInstallationFinishingYourUpgrade7-11OracleEmbeddedDataWarehouseReleaseNotes(OracleMetaLinkDocumentID:224817.
1)forcompleteinformation.
ConvertCustomMessageDictionaryFunctionsRemovethefollowingMessageDictionaryfunctionsfromthecustomcode:ConvertDatabasetoMultipleOrganizations(Multi-Org)TheRapidInstallVisionDemodatabaseisenabledforMulti-Org.
However,theproductionandtestdatabasesarenot.
IfyouwantMulti-Orgarchitectureintheproductionortestenvironments,refertotheinstructionsforconvertingtoMulti-OrginOracleApplicationsMaintenanceProcedures.
ConverttoMultipleReportingCurrencies(MRC)TheRapidInstallVisionDemodatabaseisenabledforMRC.
However,theproductionandtestdatabasesarenot.
IftheproductionortestenvironmentFunctionActionfddgcs/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:SeeOracleApplicationObjectLibrary/WorkflowTechnicalReferenceManual,Release10.
SeealsoOracleApplicationsDeveloper'sGuide,Release10.
7or11.
AdditionalInformation:SeeMultipleOrganizationsinOracleApplications.
TasksSpecificToYourInstallation7-12UpgradingOracleApplicationsrequiresmultiplereportingcurrencies,refertotheinstructionsforinstallingandimplementingMRCinMultipleReportingCurrenciesinOracleApplications.
UnderstandSystemAdministrationTasksMakesureyouarecompletelyfamiliarwiththeinformationintheOracleApplicationsSystemAdministrator'sGuide.
Inaddition,alwayscheckOracleMetaLinkforthelatestproductinformation.
UnderstandOracleApplicationsMaintenanceTasksMakesureyouarecompletelyfamiliarwiththeinformationinbothvolumesoftheMaintainingOracleApplicationsDocumentationSet.
OracleApplicationsMaintenanceUtilitiesandOracleApplicationsMaintenanceProcedurescontainimportantdetailsaboutadministrationutilities,aswellasinstructionsonhowtoperformmanualmaintenancetasks.
GettingHelpA-1AGettingHelpThisappendixcontainsinformationaboutadditionalinformationorservicesthatyoumayfindusefulasyouupgradeOracleApplications.
Itcontainsthesetopics:DocumentationAccessibilityRelatedDocumentationTrainingandSupportEMMAdvantageDocumentationAccessibilityOurgoalistomakeOracleproducts,services,andsupportingdocumentationaccessible,withgoodusability,tothedisabledcommunity.
Tothatend,ourdocumentationincludesfeaturesthatmakeinformationavailabletousersofassistivetechnology.
ThisdocumentationisavailableinHTMLformat,andcontainsmarkuptofacilitateaccessbythedisabledcommunity.
Standardswillcontinuetoevolveovertime,andOracleCorporationisactivelyengagedwithothermarket-leadingtechnologyvendorstoaddresstechnicalobstaclessothatourdocumentationcanbeaccessibletoallofourcustomers.
Foradditionalinformation,visittheOracleAccessibilityProgramWebsiteathttp://www.
oracle.
com/accessibility/.
AccessibilityofCodeExamplesinDocumentationJAWS,aWindowsscreenreader,maynotalwayscorrectlyreadthecodeexamplesinthisdocument.
Theconventionsforwritingcoderequirethatclosingbracesshouldappearonanotherwiseemptyline;however,JAWSmaynotalwaysreadalineoftextthatconsistssolelyofabracketorbrace.
RelatedDocumentationA-2UpgradingOracleApplicationsAccessibilityofLinkstoExternalWebSitesinDocumentationThisdocumentationmaycontainlinkstoWebsitesofothercompaniesororganizationsthatOracleCorporationdoesnotownorcontrol.
OracleCorporationneitherevaluatesnormakesanyrepresentationsregardingtheaccessibilityoftheseWebsites.
RelatedDocumentationAllRelease11idocumentationisincludedontheOracleApplicationsDocumentLibraryCD,whichissuppliedintheRelease11iUpdateCDPack.
Youcandownloadsomesoft-copydocumentationfromOracleDocsOnlineathttp://otn.
oracle.
com/documentation.
Or,youcanpurchasehard-copydocumentationfromtheOracleStoreathttp://oraclestore.
oracle.
com.
Thefollowingtablelistsothermanualsandguidesyoushouldhaveonhandduringtheupgradeprocess.
Ifyouarelookingfor.
.
.
Seethesedocuments.
.
.
AdditionalinformationOracleApplicationsConceptsInstallingOracleApplicationsMaintainingOracleApplicationsDocumentationSet:OracleApplicationsMaintenanceUtilitiesOracleApplicationsMaintenanceProceduresOracleApplicationsInstallationUpdateNotes*OracleApplicationsReleaseNotes*OracleApplicationsNLSReleaseNotes*OracleApplicationsSystemAdministrator'sGuideOracleSelf-ServiceWebApplicationsImplementationManualOracleWorkflowAdministrator'sGuideOracleWorkflowDeveloper'sGuideOracleApplicationObjectLibrary/WorkflowTechnicalReferenceManualInformationonnewfeaturesinthisreleaseReleaseContentDocumentsandFeaturesSummaryMatrices*OracleApplicationsDBA11i+FeaturesMatrix*OracleApplicationsProductUpdateNotesElectronicTechnicalReferenceManual(eTRM)*ReleaseContentDocuments(RCD)*Application-specificfeaturesOracleApplicationsuserguidesOracleApplicationsimplementationmanualsCustomerRelationshipManagementimplementationmanualsMultipleOrganizationsinOracleApplicationsMultipleReportingCurrenciesinOracleApplicationsInformationaboutcustomdevelopmentOracleApplicationsUserInterfaceStandardsforForms-basedProductsOracleApplicationsDevelopers'GuideTrainingandSupportGettingHelpA-3Thereadmefileforpatchesthatyouhaveinstalledmaycontaininformationaboutnewdocumentationordocumentationpatchesthatyoucandownload.
TrainingandSupportOracleoffersacompletesetoftrainingcoursesandmulti-levelsupportservices.
TrainingYoucanattendcoursesofferedbyOracleUniversityatanyoneofourmanyEducationCenters,arrangefortrainerstoteachatyourfacility,oruseOracleLearningNetwork(OLN)—OracleUniversity'sonlineeducationutility.
Oracletrainingprofessionalscanalsodevelopcustomcoursesusingyourorganizationstructure,terminology,anddataasexamples.
OracleSupportServicesOracleSupportServicesoffersacomprehensiveportfoliooffocusedservicesthatsupportyourITinfrastructure(http://www.
oracle.
com/support).
IfyoucontactOracleSupportServices,havethisinformationavailable:yourCSInumbertheoperatingsystemandversionthereleaseofOracleApplicationsyouareinstallingandtheversionsoftheOracleServerandOracletoolsyouareusingthereleaseofOracleApplicationsyouareupgradingfromadescriptionoftheproblemaswellasspecificinformationaboutanyerrormessagesyoureceivedwhetheryouhavedial-incapabilityApplicationslogfiles.
Theyarelocatedin$COMMON_TOP/admin/install(UNIX)or%COMMON_TOP%\admin\install(Windows)andintheOracleDatabaseinformationOracle8iConceptsOracle8iBackupandRecoveryGuideOracle8iReferenceOracle8iDesigningandTuningforPerformanceOracle8iNationalLanguageSupportGuide*AvailableonlyonOracleMetaLinkIfyouarelookingfor.
.
.
Seethesedocuments.
.
.
EMMAdvantageA-4UpgradingOracleApplicationsUniversalInstallerinventorylogdirectory.
Ifthereareproblemswithyourupgrade,OracleSupportServicesmayaskforinformationinthesefiles.
theoutputoftheADConfigurationutility,containedintheadutconf.
lstfileOracleMetaLinkOracleMetaLinkisaself-service,web-basedsupportconnection,whichismaintainedbyOracleSupportServices24hoursaday,7daysaweek.
Useittoobtaininformationandadvicefromtechnicallibrariesandforums,downloadpatches,lookatbugdetails,andcreateorupdateTARs.
Registerathttp://metalink.
oracle.
com,andcheckforupdatesandinformationbeforeyoubegintoupgradeanyOracleApplications.
TheStartHereCDalsocontainslinkstothevariousresourcesonOracleMetaLink.
OracleConsultingServicesUpgradingOracleApplications,aswithusinganysoftwarepackage,canbecomplexduetothenumberofconfigurationoptions,networkandoperatingsystems,andotherconsiderations.
WerecommendthatyouengagetheservicesofaconsultingorganizationwithRelease11iexperiencetoassistwiththeconfigurationandimplementation.
OracleConsultingServicescanhelpyou:determinemachinesizeanddatabasesizerequiredbyOracleApplicationsinstallorupgradeOracleApplicationsimplementOracleApplicationsproductscustomizeOracleApplicationsproductsinstallandconfiguremultiplelanguagesupportdevelopcustomapplicationsforusewithOracleApplicationstrainusersofOracleApplicationsEMMAdvantageTheEasiPathMigrationMethod(EMMAdvantage)offersamethodologyforupgradingOracleApplications.
ProducedbyOracleCorporation,EMMAdvantagehelpsyoustructureandmanageyourupgradeproject.
AdditionalInformation:SeeADConfigurationinOracleApplicationsMaintenanceProcedures.
EMMAdvantageGettingHelpA-5Acomprehensivemigrationtoolkit,EMMAdvantageisatestedframeworkforqualitymigrations.
ItincludestheOracleEasiPathMigrationMethod(EMM),aproven,structuredapproachusedsuccessfullyworldwidebyOracleconsultants,andProjectManagementMethod(PJM),astandardizedOracleapproachtoprojectmanagement.
TheEMMAdvantagetoolkit,incombinationwithyourskills,experience,andbusinessknowledge,willensureahigher-qualitymigrationandleadyoutobusinessresultsfaster.
ItisavailablefromtheOracleDirectMarketinggroupinyourcountry,oryoucancontactyourlocalOracleSalesRepresentative.
EMMAdvantageA-6UpgradingOracleApplicationsIndex-1IndexAa1418823.
sql,2-41a1418828.
sql,2-41a1451137.
sql,1-8abtbscnv.
pls,2-5accessibilityinexternalwebsites,A-2statementof,A-1AccountGenerator,2-9customizingdefaults(FlexBuilder),4-22customizingprocess(FlexBuilder),4-21howtoupgrade(FlexBuilder),4-22replacesFlexBuilder,xxxiaccountsegmentvaluescorrectaccounttypefor(GL),6-10accountingdatamodelpatchfor(AX),2-13accountingperiodsclosing(AX),2-16closing(CST),3-19AccrualReconciliationreportwarningabout(INV),2-42ADMergePatchusing,4-4ADminipackapplying,xvii,4-2ADAcompliancewith,A-1addb817_nt.
sql,3-31addb817.
sql,3-31addbjava_nt.
sql,3-32addbjava.
sql,3-32addbmisc.
sql,3-32additionalcomponentslicensing,7-9addressinformationcheckingforinvalid(PAY-US),6-38addrpbco.
sql,1-3adgntbsp.
sql,2-6administrationdirectoryaccessto(FND),2-8adovars,2-3adpuver.
sql,3-27adstoplg.
sql,3-36adsy817_nt.
sql,3-31adsy817.
sql,3-31adsysapp2.
sql,3-34adt00001.
lst,xxiiadupinfo.
lst,3-35adupinfo.
sql,3-35adutconf.
sql,xxviadvrf107.
sql,2-4,2-5advrfmrc.
sql,4-12afffcfb.
sql,2-9affixcvr.
sql,4-13afindxpr.
sql,2-7afpregdi.
sql,2-7afstatrn.
sql,1-5akchkp16.
sql,3-3akchkr11.
rpt,3-4akchkr11.
sql,3-3akchp16.
rpt,3-3AlertandActionSetCheckalertspurging(ALR),1-7alrdtrig.
sql,3-2apaccr.
sql,7-5apaltfsp.
sql,2-19Index-2apboepre.
sql,2-19apcash.
sql,7-6apfspre1.
sql,2-20apfspre2.
sql,2-20apmsbrep.
sql,2-17apofftax.
sql,6-16APPL_TOPchangingcharacterset,xxviiapplicationspecialistresponsibilitiesof,xivapplicationtiercomponentscreatinginanupgrade,xviiinstallingonWindows,2-2applicationslistenersshuttingdown(db),3-29ApplicationsLoginpageURLfor,7-8APPLMSK,4-19AppreciationsettingupQuickCode(JG),6-26upgradingtransactions(JG),6-27approvalnotificationsupgrading(PO),5-54APPSschemascompiling(db),4-8validating(db),2-4,4-8APPS,2-3apucfrpt.
sql,5-8apuinimp.
sql,3-7apumccur.
sql,3-6apxfdp01.
sql,6-17ARseeddatachanges,xxxiiar115chk.
sql,3-10ar115gic.
sql,6-20ar115upd.
sql,3-11ar115vdr.
sql,5-16ar115vrf.
sql,3-11architectureinthisrelease,xxivargicind.
sql,6-20argidind.
sql,6-20ASLUpgradeprocessusing(PO),5-56assetlinestransferring(PA),1-15attachmentfilesdetermininguploaddirectory(FND),1-6loadingintodatabase(FND),4-20attributesetmodifying(JA),6-25audienceforUpgradeManual,xivAutoAccountingrulessettingupforBurdenTransactions(GMS),5-60verifying(GMS),5-60AutoCreateInstalledBaseprogramrunning(ONT),2-44automaticarchiveloggingturningoff(db),3-36AutoPostreviewingcriteriafor(GL),6-12AutoSourcerulesverifyingyourupgradeof(PO),5-55AutoUpgradeusing,xviAverageRatescosttypedefining(CST),5-44awardsrequiredbaselinedbudgetfor(GMS),3-23axxpos01.
sql,5-6axxpos02.
sql,5-6axxpos06.
sql,5-6axxpre01.
sql,2-14axxpre02.
sql,2-15,6-23Bb747306a,2-18b747306b,2-18backupdatabase,3-38,4-10,7-8OracleApplications,4-10productfiles,7-8balancereportssubmitting(AX),2-16balancescalculating(AX),2-15basepathvariablesforcustomapplication,2-3Index-3batchcommitsizeaffectonperformance,xxbifurcation(ONT),2-49billingcyclenamesupdating(PA),5-33billingextensionsupdatingcustomized(PA),5-31billingtitlepopulatingforemployeeassignments(PA),5-34blocksizerequirement,xxBraziliansubledgersupgrading(JL),2-29CCanadiansetuprecording(JA),2-26catalogdescriptionprofileoptiondefining(INV),6-40categoriesinanupgrade,xivCBOcolumn-levelhistograms(db),4-7definitionof,xxvgatheringdatabasestatisticsfor(db),1-4,3-35,4-7upgradingto,xxivusingFND_STATS,1-4certificationinformationwheretofind,xviiiCertifyhowtoaccess,xviiicharactercolumnsmigratingnon-integerdatafrom(AX),5-5charactersetschanging,xxviicharacter-modeupgradingfrom,xiii,xxivcheckproceduresrunning(GMS),3-23,3-24CLASSPATH,2-3clientextensionsaddingparameters(PA),5-35backinguppackagesandviews(PA),3-15reinstallingpackagesandviews(PA),5-39clientsoftwareconfiguring(db),4-5collectionelementsuser-defined(AR),xxxiicolumnsdroppingobsolete,xxv,7-4commitmentviewsaddingnon-recoverabletaxamounts(PA),5-37companyinformationdefiningadditionalforSingapore(JA),6-21definingadditionalforTaiwan(JA),6-21concurrentmanagersshuttingdown(db),3-29startupparameters,4-17concurrentprocessingserversrestrictingaccessto(FND),4-18concurrentprogramsmanagingcustomlibraries(AOL),6-6reconnectingspawned(FND),4-16concurrentrequestspurging(FND),2-8conditionallyrequiredstepdefinitionof,xvconsolidatedupgradepatchesapplying,xviiconstraintsdisablingcustom(db),3-37re-enablingcustom(db),4-9consultingservicesusing,A-4ConTextremoving(db),3-34controlfilesrecreating(db),3-30conventionstypographical,xvcost-basedoptimizationSeeCBO,xxvcountry-specificfunctionalitieslicensingadditional,7-9CPUrequirementsinanupgrade,xviiicreditmemoinvoicedatesIndex-4correcting(PA),2-34crosschargeimplementing(PA),6-35crucialdowntimedefinitionof,xxCTXSYStablespacecreating,3-34customcodeupdating(HR),1-17CUSTOMlibrariesmigrating(FND),4-17preserving(FND),1-6customersmigratingaspersons(AR),1-12customizationsbackingup(db),1-5helpfiles,xxixmaintainingforscriptsorreports(FND),4-17managing,xxviiipreservingCUSTOMlibrary(FND),1-6preservinginanupgrade,xxviiireapplyingafterupgrade,4-6upgradingandpatching,xxixCUSTOM.
pll,4-17DDACHreports,6-26DADverifying(env),4-26dailyratesdeterminingconflictsin(GL),2-12loadingcustomizedprograms(GL),2-13migrating(GL),5-3reviewing(GL),2-10DanishEFTinvoicespaying(JE),2-29dapmc115.
drv,5-9darmc115.
drv,5-18datacorrectingexisting(JA),5-19invalidfornon-GlobalDemo(AK),3-3migratingtonewtables(FV),5-62datafixrunning(PA),2-40datamodelchangesforMRC(AP),5-9forMRC(AR),5-17databasebackingup,xxiv,1-2,3-38,4-10,7-8CBOstatistics,xxvchangingcharacterset,xxviichangingpasswords,7-7correctingproblems(AR),3-10droppingobjects,7-2migrating,xxiirelocatingfiles(db),3-30renamingcustomobjects(db),1-3shuttingdown(FND),1-2sizing,7-7starting(db),3-30switchingtonewORACLE_HOME(db),3-29updatingtocurrentreleaselevel,4-3usingmultiple,xxvidatabaseadministratorresponsibilitiesof,xivdatabaseserverresources,xxiDefinerRightsdeclaring,4-9deliveries/departuresclosing(ONT),2-46directoryfileprotectionchanging(FND),4-18directorygroupchanging,4-19Discoverersetupstepsfor,7-9discretejobsclosing(WIP),1-21diskspacerequirementsinanupgrade,xixdocs.
oracle.
comusing,A-2documentationaccessibility,A-1linkstoexternalsites,A-2listof,xvidocumentationlibrarycontents,A-2Index-5downtimeminimizing,xxiEEasiPathMigrationMethod,A-5E-Business11iUpgradeAssistantabout,xxiE-BusinessSuiteHomeaccessingpage,7-8EFTpartitioningsystemformats(JG),3-12updatinginvoicesforEDI(JE),6-30updatingSwedishpaymentformats(JE),2-28electronicmailforconcurrentmanagers(FND),4-16ElectronicTechnicalReferenceManual(eTRM),xxivEMMAdvantagehowitworks,A-4employeeassignmentsbillingtitlesfor(PA),5-34EndUserLayersettingup,7-9environmentsettingup,2-3variables,2-3verifying,4-26eventbillingFIFOmarking(PA),5-40exceptionreportrunning(ONT),2-47exchangeratemigrationscriptrunning(HR),5-43running(HR/PAY)),5-41,5-42expendituretypessettingupforBurdenTransactions(GMS),5-61externaldocumentsmultilingual,xxviiiexternalwebsitesaccessibilityof,A-2Ffacoldr.
sql,7-4familyconsolidatedupgradepatchesapplying,xviiFastFormuladefinitionsupdating(HR),1-18FCUPsapplying,xviifileprivilegealteringforconcurrentmanagerfiles(FND),4-19filesystemlayingdown,2-2requirementsinanupgrade,xixfinishingstepsconditionallyrequired,7-9inanupgrade,xivrequired,7-6FlexBuilderindicatinguseof(FLX),2-9replacedbyAccountGenerator,xxxiusingrules(FlexBuilder),2-9flexfieldscreatingcolumnindexes(AR),5-10creatingcontexts/segments(AR),5-16fixingcross-validationrules(FND),4-13modifyingexisting(JA),6-24segmentcolumnscreatingindexeson(INV),6-39settingupdefinitions(ONT),5-50updatingattributes(JA),6-24upgradingdates,4-14,4-24upgradingnumbers(FND),4-14FlexibleDateFormat,xxviiiflmlsmck.
sql,2-30.
fmbfilescopyingtoAU_TOP(AOL),6-5FND_DESCR_FLEX_CONTEXTSupdatingcustomcallsto(AOL),6-4FND_HISTOGRAM_COLStable,4-7FND_LOOKUPSupdatingcustomcallsto(AOL),6-4FND_PRODUCT_INSTALLATIONStable,4-7FND_STATSusing,1-4fndcpesr,4-16FNDMDCVTprogram(AOL),6-5Index-6formscopyingcustomlibrary(AOL),6-5dateformat,xxviiiMultipleRadixSupport,xxviiirewritingcustomcharacter-mode(AOL),1-7future-datedpaymentchoosingmethodfor(AP),2-18settingupaccount(AP),6-16fvapi107.
sql,3-26fvapi110.
sql,3-26fvupditv.
sql,5-62Ggeocodesdataupdating(HR),1-19GISsubsidiariesreviewing(GL),6-12GLdefiningtaxassignments(AR),6-19upgradeoption1(GL),2-11upgradeoption2(GL),2-12GlobalDemoDatabase(10SC)upgrading,xxviigluacsum.
sql,6-11glurtmrt.
sql,5-4glurtrpp.
sql,2-12glurtrpt.
sql,5-3gmsup115.
drf,4-25gmsupaud.
sql,3-24Hhardlimitfundedagreementscorrecting(PA),2-32hashjoinprocessingmemoryfor,xxiiihash_area_sizeparametersettingforanupgrade,xxiiihelpfilescustomized,xxixinstalling(db),4-4Hungaryenablingflexfield(JE),6-33Iigigbvuw.
sql,6-42igipreu.
sql,2-53implementationtasksperforming,5-2,6-2product-specific,7-6inactiveproductstreatmentof,xxvindexesdeterminingtablespacefor,xixdisablingcustom(db),3-37dropping(AP),7-5re-enablingcustom(db),4-9verifyingcustomprivileges(db),2-7init.
orahash_area_size,xxiiimovingtonewORACLE_HOME(db),3-30numberofparallelqueryserverprocesses,xxiiiparallel_max_servers,xxiiisettingparametersin,1-4,3-30,3-31installedproductstreatmentof,xxviupdating,4-4intercompanybalancingsettingup(GL),6-14interMediaschemadefaulttablespacefor(db),3-34temporarytablespacefor(db),3-34interMediasharedlibrarypathname(db),3-34interoperabilitypatchesapplying,xxii,1-4inventoryorganizationsassociatingtaxinformation(JL),5-27validatingdata(ONT),2-48inventoryvaluationreportsrunning(INV),3-21verifying(INV),5-47invflseg.
sql,6-39inviogds.
sql,6-41InvoiceImportpurginginvoices(AP),3-7InvoiceImportInterfacepurgingexpensereports(AP),3-7Index-7invoicescancelling/re-entering(JL),5-28settinguproundingaccount(PA),5-34InvokerRightsdeclaring(db),4-9effectonperformance,xxviinvtxnpg.
sql,2-42ISmanagerresponsibilitiesof,xivJjacarmpr.
sql,2-27jacaupgr.
sql,2-27jamlsmck.
sql,2-21jasgupg1.
sql,6-22,6-23jasgupg2.
sql,6-23jathpupg.
sql,6-25jatwupg1.
sql,2-22jatwupg2.
spl,2-22jatwupg3.
sql,2-24jatwupg4.
sql,2-24jatwupg5.
sql,2-25jatwupg6.
sql,2-26JavaDevelopmentKitrequirements,xviiiJAVA_TOP,2-3jehurvat.
sql,6-32jeitapid.
sql,6-32JESEPBAI.
sql,2-28JESEPBSI.
sql,2-28JESEPBUT.
sql,2-28JESEPPOI.
sql,2-28JESEPPOU.
sql,2-28jgzzfaap.
sql,6-27,6-28jgzzper1.
sql,3-12jgzzper2.
sql,3-13jgzzupgd.
sql,4-24JL_BR_LOOKUPSduplicaterowsin(JL),2-30jlbrsusl.
sql,2-29jlzztu01.
sql,5-26jlzztu02.
sql,5-26journallineupdating3rd-partyinformation(JL),6-34journalpostingsettingfunctionsecurityfor(GL),6-14Llanguageconfigurationretaining,xxviilanguageslicensingadditional,7-9LicenseManagerusing,7-9usingforlanguageconfiguration,xxviilicensedproductstreatmentof,xxviupdating,4-4licensingadditionalproducts,7-9linkingrecordsGLandPayables(AP),6-18GLandReceivables(AR),6-19localextentmanagementconvertingto(db),2-5loginverifyingoperatingsystem(db),1-3long-runningprocessesexamplesof,xxiilistof,xxiilookupcodescreatingnew(JL),5-21modifyingtruncated(JA),4-23recording(JA),2-21Mmaintenancetasksunderstanding,7-12Makefile,6-7massadditionsposting(PA),1-15massfundscheck/reservationreviewingparameters(GL),6-13materialsubelementdefiningdefaultfor(CST),5-44memoryrequirementsinanupgrade,xixIndex-8menusupdatingcustom(JE),5-20updatingcustom(JG),5-18MessageDictionaryconvertingfunctionsin(AOL),7-11custommessages(AOL),6-5messagesconvertingcharacter-mode(AOL),6-5MetaLinkseeOracleMetaLinkmigrationdriverrunning(GMS),4-25MLSdatescorrecting(PA),2-31MRCconvertingdatabaseto,7-11exchangeratesin(AP),3-6transferringdatatoGL(AP),3-8verifyinginstallationof(mrc),4-11MRPmodifyingprofileoptions(PO),3-22settingprofileoptions(PO),5-55MRPSLNUP.
sql,5-45multilingualsupportenhancements,xxviiimaintainingtables(db),1-3Multi-Orgactivatingtransactionmanagers(PO),5-53convertingdatabaseto,7-11requiredprofileoption,xxvimultipledatabasesperformingupgradeson,xxviMultipleRadixSupportinforms,xxviiimultiplesupplierbanksupgradingsupplierdatafor(AP),2-17upgradingsuppliersitebankdatafor(AP),2-17MultipleWorksitereportingcompleting(PAY),1-20NNaturalAccounttaxcodesdefining(GL),6-19NCAupgradingfrom,xiii,xivnegativeamounteventscorrecting(PA),3-14Net8settingup(db),3-31newfilesystemcreatedbyRapidInstall,xxinewproductsimplementing,7-6NLScompletingupgradestepsfor(db),3-38installingtranslatedsoftware,4-4non-adjustingnegativeamountitemscorrecting(PA),2-33non-GlobalDemodatabasesinvaliddatain(AK),3-3NotificationApproverprofileoptionsettingup(ONT),5-51OOA_JDK_TOP,2-3OAD_TOP,2-3OAH_TOP,2-3objectsdropping(db),7-2droppingobsolete(FV),3-25integratingcustom(db),4-9renamingcustom(db),1-3Offsettaxessettingup(AP),6-15onlineeducationabout,A-3onlinehelpinstalling,4-4,7-3ontexc07.
sql,2-46ontexc08.
sql,2-49ontup255.
sql,5-51ontupg48.
sql,5-48,5-51ontupg49.
sql,5-49openinterfaceclearingtables(PO),2-50OpenInterfaceinvoicesimportingandpurging(AP),3-6OperatingUnitIndex-9settingprofileoption,xxvioptimizationdefinitionof,xxivOracleApplicationsloggingon,7-8OracleConsultingServicescontacting,A-4Oracledatabasemigrating/upgrading,3-29OracleForms4.
5upgrading(AOL),1-7OracleFormsDeveloper6i,1-7OracleLearningNetworkabout,A-3Oracleoptimizermethodused,xxvORACLEschemaidentifyingpotentialconflicts(FND),3-27resettingpasswords(db),4-7OracleSupportServicescontacting,A-3OracleUniversitycourses,A-3Oracleusersdroppingobsolete(HR),6-36ORACLE_HOMEcreatedbyRapidInstall,xviiOracleMetaLinkusing,A-4oraclestore.
oracle.
comusing,A-2ordercreation/manipulationsettingupresponsibilities(ONT),5-48OrderEntrycyclesomittedfromupgrade(ONT),2-49OrderEntryInterfaceprogramsrunning(ONT),2-43OrderImportprogramrunning(ONT),2-43ordersclosingeligible(ONT),2-44reviewingstatus(ONT),2-44organizationcodeforpurgingtransactions(INV),2-42organizationalpaymentmethodassociatingwithasetofbooks(HR/PAY)),5-43organizationsassociatingnameswithpre-existingdefinitions(ALR),6-7correctingdefaultaccounts(INV),5-46reviewing(PA),5-29reviewingdefaultaccounts(INV),5-46OTLRreportfor(HR),5-41OvertimeCalculationprogramconvertingtoPL/SQL(PA),5-33Ppa11u506.
sql,5-34pa620118.
sql,2-32pa630505.
sql,5-40pa634580.
lst,3-14pa634580.
sql,3-14pa652811.
sql,2-34pa661335.
lst,2-33pa661335.
sql,2-33pa858651.
sql,2-38pa882573.
sql,2-40pacrttab.
sql,2-36pacstrev.
sql,2-39painv.
sql,2-37parallelqueryserverprocessesdetermining,xxiiiparallel_max_serversparametersettingforanupgrade,xxiiipardlrpt.
sql,2-35pardlupd.
sql,2-36partiallyimplementedinstalledproducts,xxvpartiallyrecoverabletaxessettingup(AP),6-17,6-18passwordschangingfordatabase,7-7resettinginORACLEschema(db),4-7patch1257205,2-14patch1268797,1-4patch1457345,3-39patch1561962,6-24patch1570300,2-9patch1658488,2-28Index-10patch1746184,2-14patch2662802,7-3patch451137,1-8patch634580,3-14patch668409,1-8patch747306,2-18patch786842,5-27patch839884,5-27patxnerr.
sql,2-31patxnsql.
sql,2-31paupgor2.
sql,5-30PayablesdatatransferringtoGL(AP),3-8paymentbatchescompletingoutstanding(AP),1-9paymentformatsremodifying(AP),5-7peoldsec.
sql,6-37periodratesreviewing(GL),6-11peupl01v.
sql,6-36physicalinventoriesinprocesscompleting(INV),3-20pickslipsclosing(ONT),2-46pickingbatchesclosing(ONT),2-46PlanningManagerstarting(MRP),5-45plxmlparser_v1_0_2.
zip,3-37pocntpoh.
sql,2-51pocntrcv.
sql,2-51pocntreq.
sql,2-50podold.
sql,7-2positionupdatingcustom(HR),1-18post-upgradestepsdefinitionof,xivpreparatoryscriptsrunning(db),3-31,3-34prepaymentpaymenttermssettingup(AP),5-8pre-upgradestepsdefinitionof,xivPricingupgradeerrorsviewing(ONT),5-52processingconstraintssettingup(ONT),5-50productfilesbackingup,4-10deleting,7-3producttabletablespacedeterminingsizefor,xixproducttablespacecreatingnew,xx,2-6resizingexisting,xx,2-6productslicensingadditional,7-9product-specifictasksperforming,xvii,5-2,6-2profileoptionssetting(FND),4-14ProjectManagementMethod,A-5projectstatusupdatingvaluesfor(PA),5-31PublicSectorApplicationsproductsupgrading,xxxpurgecutoffdateforpurgingtransactions(INV),2-42pyrtmig.
sql,5-42pyvaladr.
sql,6-38Rradixformatfornumbers,xxviiiRapidInstallconfiguringserverprocesses(db),4-5creatingfilesystemwith,xxilayingdownfilesystems,2-2settinguptechnologystack,2-2startingserverprocesses(db),4-5upgradingwith,xviusingforserverprocesses,xviiwhentouse,xviircvrmaup.
sql,5-59realizedgains,losses,androundingaccounts(AR),1-11ReceivablesinterfacewithProjects(PA),xxxiiIndex-11recommendedstepdefinitionof,xvReconciliationOpenInterfacebackingupcustomizedobjects(CE),1-9reinstallingcustomizedobjects(CE),6-8recoverabletaxenabling(AP),2-19recoveryrulesprintlistings(JA),2-27registrysettingspreservingonWindows,2-2preservingonWindowsplatforms,xxviiReleaseContentDocuments(RCD),xxivrenamedfilesprotectingdatain,xxixreportscustomized,xxixupdatingcustom(HR),1-17requestgroupsassigningtoresponsibilities(JA),6-28requiredstepdefinitionof,xvresponsibilitiesupdating/verifyingcustom(FND),4-16revenuedistributionscorrectingbillamountdata(PA),2-35reversingfunctionssettingsecurityfor(GL),6-14reversingitemscorrecting(PA),2-37,2-38rolesinanupgrade,xivrollbacksegmentsdeterminingsizeof,xixsettingfornormaluse(db),4-8verifysizing(db),3-36rowspercommitforpurgingtransactions(INV),2-42RPTremovedsupportfor,xxixrule-basedoptimizationinthisrelease,xxvrulesassociating(FlexBuilder),4-23Ssalaryproposalviewcustomizedscriptfor(HR),1-17reapplycustomizationtoscript(HR),6-36salesordershistorycutoffdatesettingup,5-45salesorders/invoicesupdating(JL),5-22schemasintegratingcustom(db),4-9maintaining(mrc),4-10scriptsrestrictingaccessto(FND),4-20securityschemasremovingold(IGI),7-6seeddatadroppingobsolete(IGI),2-52seededitemtypesupdating(Workflow),3-4SegmentValueInheritancepreservingGLaccountcodes(GL),6-9Self-ServiceTimeimplementing(PA),6-35serverprocessesconfiguring(db),4-5starting(db),4-5startingandconfiguring,xviisetuptasksperforming,5-2,6-2sharedproductswarningsabout,xxviShippingInterfaceprogramsrunning(ONT),2-46SmartClientupgradingfrom,xiii,xivsnapshotinformationmaintaining,7-7SQL*Forms2.
3rewriting,1-7SQL*Plusoptionschecking(db),3-35SQL*Reportnosupportfor,xxixsrwdirectoryIndex-12changingnameof(AOL),6-5stepsummarylineshowtouse,xvsubledgersecurityupgrading(igi),6-42summarizationmodelupgradingto(PA),1-16SYSaccountpassworddefaultsfor,7-7SYSADMINenabling(FND),3-28SYSTEMaccountpassworddefaultsfor,7-7systemadministrationstepsunderstanding,7-12systemadministratorresponsibilitiesof,xivsystemrequirementsforupgrading,xviiSYSTEMtablespaceminimumforupgrade,xixTtablespacesrequirementsinanupgrade,xixsettingup(db),2-5taxcodeenabling(JA),6-24taxgroupsassociatingwithtaxcategories(JL),5-27taxinformationpopulating(AX),5-6updatingcustom(PAY-US),1-19taxrebateprintlistings(JA),2-27TaxReconciliationreport(AR),3-11taxregistrationnumbersmoving(JA),2-23,2-25taxstructurerenamingcustom(AR),1-10taxsystemoptionssetting(JL),5-22taxtransactionsreconciling(AR),3-11taxtypesupdating(JA),6-22taxvendorupdatingflexfieldinformation(AR),5-15taxvendorextensioncreatingcustomviews(AR),5-12saving(AR),1-11taxableamountsupdating(JE),6-31Taxwareadditionalupgradeissues(AR),1-11,5-15technicalappraisalsre-archiving(JL),5-28restoring(JL),1-13technicalspecialistresponsibilitiesof,xivtechnologystackrequirements,xviiisettingup,2-2TEMPtablespaceminimumforupgrade,xixtemporaryandinterfacetablesprocessingdatain(INV),3-20temporarytablespacesettingforanupgrade,xxiiitestupgradeperforming,xxTheUpgradeManualScriptdefinitionof,xxirunning,1-2tiebackscompleting(PA),1-14TimeandLaborcorrectiveactionsfor(HR),5-41timecardsinPTE(PA),3-13timingstatisticsbaseline,xxspreadsheet,xxtrainingabout,A-3transactioncontrolextensionaddingparameters(PA),5-36transactionflexfieldcolumnsindexeson(AR),5-10Index-13transactionhistorypurging(INV),2-41TransactionInterfacetableclearing(PA),1-15updating(PA),5-39transactionmanagersactivatingforMulti-Org(PO),5-53transactiontypesreviewingupgraded(ONT),5-50transactionsprintingcompleted(JL),1-13selectforupgrade(ONT),2-49summarizingandtransferring(PSP),1-22translated(AX),2-14transferscompleting(PA),1-14triggersdisablingcustom(db),3-37droppingeventalert(ALR),3-2re-creatingeventalert(ALR),6-8re-enablingcustom(db),4-9TUMSrunning,1-2txn_fix.
lst,2-32Uumaskcommandusing(FND),4-19uncostedtransactionsstandardcostinginventoryonly(CST),3-18uniforminvoiceinformationmoving(JA),2-22uniformnumbersmoving(JA),2-23,2-25recording(JA),2-26UNIXEditiongroupcreating(FND),4-18updateawardssummaryrunning(GMS),3-25upgradebaselinetimingstatistics,xximportantconsiderationsfor,xxivlistoftasks,xviperformingtest,xxscheduling,xxtablespacerequirements,xixusingUpgradeAssistantSpreadsheet,xxUpgradeAssistanceProgramdefinitionof,xxiUpgradeAssistantSpreadsheetusing,xxupgradeerrorreportgenerating(ONT),5-52upgrade.
out,5-56userresponsibilityassignmentsreviewing(FND),6-3VVATcompliance(GL),6-19migratinggross-baseddata(IGI),6-42updatingHungariantransactions(JE),6-32VATReconciliationreport(AR),3-11Vertexadditionalupgradeissues(AR),1-11,5-15updatinggeocodes(HR),1-19Wwarehousenameinformationaddingtotransactions(JL),5-26wfprotrst.
sql,3-4wfrmitt.
sql,3-5Windowsplatformspreservingregistrysettings,xxviirelinking,xviiirequiredsoftwarefor,xviiiupgradingissues,xxviiWIPValuereportsrunning(CST),3-18verifyingbalances(CST),5-43Workflowcompletinginstallationof(FlexBuilder),4-21upgradingto2.
0.
3,1-8WorkflowBuildercompletinginstallationof(FlexBuilder),4-21WorkflowitemattributesIndex-14updating(ONT),5-51WorkflowMailerconfiguring,7-9Workflownotificationapproversettingup(ONT),5-51WorkflowNotificationMailerconfiguring(FND),4-13wshpre00.
sql,2-48XXMLParserinstalling,3-37XMLSQLUtilityinstalling(db),3-37XSU12_ver1_2_1.
zip,3-38