The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.

<Insert Picture Here>
Best Practices for EBS R12 Upgrades

Agenda
• R12 Release History
• R12 Adoption Trends
• R12 Upgrade
– Best Practices, Tools & Problem Avoidance – ATG (Tech
Stack)
– Best Practices, New Features & Tools – Applications
• Summary of Resources
• Questions & Answers

<Insert Picture Here>
R12 Release History

E-Business Suite Support Timelines
5 Yrs of Premier and 3 Yrs of Extended Support
2007 2008 2011
11.5.10
2012 2013
Premier
2014
2009
Extended Sustaining
2015 2016 2017
R12 Premier Extended Sustaining
R12.1 Premier Extended Sustaining
Nov ‘13
Jan ‘12 Jan ‘15
May ‘14 May ‘17
2010
11i Premier Support Ends in Nov 2010….
Extended Support follows for 3 addt’l yrs to bridge upgrade gap.
GA
GA
* More info: http://www.oracle.com/support/library/extended-support-faq.pdf
Uplift Fee waived until Nov ’11* instead of starting on Nov 10
Nov 2010
Apr 2009

R12 Release History
Recommendations (as of April 2010):
• Take the latest R12.1.X release available (R12.1.2)
• Product Maturity Counts – The average number of SRs
associated with an R12.0 Customer implementation
decreased significantly (versus an R12.1 implementation).
Baseline required to qualify for Extended Support
• Minimum Baseline Patch Requirements for Extended Support
on Oracle E-Business Suite 11.5.10 (Doc ID 883202.1)

<Insert Picture Here>
R12 Adoption Trends

R12 Adoption Trends – SR Arrival %
% Submitted SR’s

R12 Adoption Trends
For Distinct Customers Logging EBS SR’s
R12
11i
59% of Customers
are logging 11i SR’s
41% of Customers
are logging R12 SR’s
26% of Customers are logging
BOTH 11i & R12 SR’s
Cumulative % of Distinct Customers: Jan 2009 – Feb 2010

R12 Upgrade Highlights
This is NOT just a
Technical Upgrade
and Data Migration
• Not “out-of-the-box” upgrade or implementation.
• Requires more time and resources than were required
for E-Business Suite maintenance pack upgrades
(e.g., 11.5.9 to 11.5.10)
 Set up of the new Financials features
 Map your business processes to new Financials
product functionality
Allow Sufficient
Time for your
Upgrade
• An 11i to Release 12.1 upgrade involves significant
changes in data model and functionality –
 Especially in the Financials product area.
• Release 12.1 includes centralized functionality to
handle accounting, taxation, and access to data
across organizations – with more flexible
implementation options than were available in Release
11i to meet a wider variety of business needs.
• Mapping or eliminating your existing Customizations
R12
R12
R12

<Insert Picture Here>
R12 Upgrade Best Practices,
Tools & Problem Avoidance
ATG (Tech Stack)

R12 Upgrade Best Practices - ATG
• Upgrade Path / Plan Validation
– Thoroughly validate the plan
• Check manuals, notes, certifications
• Use Support, Communities, Forums, Blogs
• Realistic plans, realistic expectations
• Divide and Conquer
– 1 procedure at a time; keep it simple
– Sanity checkpoints
– Backup intervals during the upgrade
• Practice
– Include practice in the plan
– 3-5 test runs help to ensure a smooth Production upgrade
– Be aware of deviations

R12 Upgrade Tools - ATG
• Maintenance Wizard
– Maintenance Wizard vs. Manual Upgrades
– Collects data from 11i and filters R12 upgrade steps
– Includes Project Management features
• Records task times, assigns tasks
• Other
– Using a fresh 12.1.1 as a tool
• Gain familiarity with R12 (DBAs and Users)
• Sanity check
– Tables, files, environment, application
– Validation of OS
R12
Upgrade Tools

R12 Upgrade Problem Avoidance - ATG
• Production Server vs. Test Servers
– Reconcile or at least be aware of differences
– OS Patches, RPMs & oraInventory differences
– Run a test on the Production server, if possible
• Pre-Upgrade File System Integrity
– The upgrade expects files to be specific,
exact versions
– Only certain patches can be applied, pre-upgrade
• Skipping failed upgrade jobs
– Creates integrity issues
– Upgrade plan deviations

<Insert Picture Here>
R12 Upgrade Best Practices,
New Features & Tools
Applications

R12 Upgrade Best Practices - Applications
Schedule • Set a realistic schedule
Review features
and changes
• Review new features, tables, terminology and other changes in R12
• Training (Oracle Education, Oracle Tutor and Oracle User Productivity Kit -
UPK, Advisor Webcasts)
• Oracle User and Implementation Guides and eTRM
• My Oracle Support Resources (Notes, RCDs, TOIs Communities, Forums,
etc.)
Clear up data
issues
• Clear up any data issues in 11i before upgrading
• Ex. Accounting Health Check Note 416699.1
Interfaces and
exceptions
• Clear Interfaces and Any Processing Exceptions
• Ex. Import Expense reports and Invoices, Confirm/Cancel all Unconfirmed
Payment batches, transfer subledger accounting, import journal entries from
gl_interface/pa_gl_interface.
Review reports • R11.5 Reports have been obsoleted, replaced and changed in R12
• Find the equivalent report in R12 and make sure reports have data you need
• Ex. R11i Posted Invoice Register (APXINPIR) is replaced by the R12 Payables
Posted Invoice Register (APXPOINV). (Note 431615.1)
Run reports • Run reports in R11i pre-upgrade and compare with equivalent R12 reports post
upgrade
• Ex. Reconcile your Trial Balance totals to GL before the upgrade. And compare
the R12 and R11i Trial Balance totals after the upgrade.

R12 Upgrade Best Practices - Applications
Customizations • Do you need them? Will they work in R12?
• Review new features and functionality in R12 to replace existing customizations
• Review architectural changes to determine if they will work in R12
• Use BI Publisher to develop new reports
Latest code • Upgrade to latest code – R12.1.2
• Note 949406.1 – R12.1.2; Note 798258.1 – R12.1.1
Apply patches
(BEFORE)
• Apply the pre-upgrade patches BEFORE upgrading to R12.
• Note 954704.1 – R12.1
Apply patches
(AFTER)
• Apply the post-upgrade patches ASAP after completing the upgrade.
• Note 954704.1 – R12.1
Performance • Performance – Make sure all processes are running and can handle your
volume; e.g., the Create Accounting process (Payables Accounting Process in
11i)
Test business
scenarios
• Test all of your business scenarios with upgraded as well as new data
Oracle Reports • Oracle Reports (RDFs) to BI Publisher (XML)
• Make sure XML reports can display the volume of data you need displayed;
Note 563945.1

• Oracle Diagnostics **
– Can be used to help prevent and resolve issues before
and after the upgrade.
– Make sure diagnostics is set up and working in R12
– Make sure you are aware of what diagnostics are available for applications you
use and what they can do for you. (Oracle Diagnostic Note 167000.1)
• Install Oracle Configuration Manager to leverage health checks and
priority handling **
• Generic Data Fixes (GDF) for Payables Pre and Post Upgrade (Note
874903.1)
• Maintenance Wizard (Note 215527.1)
• OAM Patch Wizard (Note 976188.1)
R12 Upgrade Tools - Applications
** Attend the following session for more detailed information **
Session ID: 4773 - Oracle E-Business Suite Diagnostics & Health Checks (Lisa Scott)
Date: Thursday, April 22, 12:15 pm - 1:15 pm

R12 Upgrade New Features - Applications
• Subledger Accounting (SLA)
– R12 Pre-Upgrade program (Note 604893.1)
– R12 Post-Upgrade SLA Hot Patch (Note 604893.1)
– Confirm that as much data as possible is accounted and ALL
accounting is transferred before you upgrade.
– Test the period close processes for several months. (Note 437422.1)
– Test Drilldown from GL to old/upgraded and new subledger
accounting data.
– Compare accounting reports before and after the upgrade
• Ex. Reconcile your Trial Balance totals to GL before the upgrade.
And compare the R12 and R11i Trial Balance totals after the
upgrade.
– Find training available at Oracle University:
• http://education.oracle.com
• Search for Course Name = R12 Oracle Subledger Accounting
Fundamentals

R12 Upgrade New Features - Applications
• EBTax
• Payables
– New Supplier Model (Trading Community Architecture - TCA)
– New Invoices Data Model (Header, Lines, Distributions)
• Payments
– iPayment setup required to make payments (UMX Security)
– Bank Account Model Changes
– New Configurability Setup – Payment Methods
– New Configurability Setup – Payment Process Profile
• Multiple Organization Access Control
(MOAC)

R12 Upgrade Best Practices - Other
• General Ledger
– Note 811146.1 - Oracle General Ledger Release Notes, Release 12.1.1
• Fixed Assets
– Note 456064.1 - Suggestions for Converting into the Group Asset Structure in
11i and/or R12
• HRMS
– Important HRMS functional known issues (Note 135266.1)
– Always upgrade to Latest HRMS (HR Global) Legislative Data Patch (Review
Note 145837.1)
– Always check all HRMS functional profiles, make sure they are compared and in
sync (before and after the upgrade).
– Some HRMS reports might not produce correct xml output after upgrade - e.g.,
signal 6, signal 11 or other errors; this is due to profile changes made by certain
patches included into R12 HRMS upgrade. Review notes 551042.1 and
560567.1 for configuration changes to fix the issue or upgrade to latest ATG
patches.

R12 Upgrade Resources Summary
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.
Has PRE-
Upgrade
Steps?
NOTE Title
Yes 806593.1 Oracle E-Business Suite Release 12.1 Info Center
Yes 1080606.1 This Presentation
Yes 987516.1 Planning Your Oracle E-Business Suite Upgrade from Release 11i
to Release 12.1 - Whitepaper
Yes 804373.1 Oracle E-Business Suite Release 12.1 Release Value Propositions
Yes 752503.1 R12 Upgrade - Financials Critical Checklist
Yes 461705.1 Oracle E-Business Suite Upgrade Guide – Home
Yes 1082375.1 Oracle Applications Upgrade Guide Release 11i to R12.1.1
Yes 824414.1 Frequently Asked Questions related to E-Business Suite Release
12.1
link => Oracle Tutor and Oracle User Productivity Kit (UPK) is available at
http://www.oracle.com/applications/tutor/tutor-upk-index.html

R12 Upgrade Best Practice Summary
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.
• The R12 Upgrade is a complex one …
– Includes changes in the technology stack, financials
accounting engine, and tax engine―just to name a few
• Give yourself plenty of time to:
– Understand changes between 11i and R12.1
– Plan your upgrade
– Train and prepare your end users
– Conduct testing of your business configuration in R12
• Use R12.1 Information Center as your
one-stop shop: Note 804373.1
• Finally, review the documents that we
have shared in this presentation.

<Insert Picture Here>
Appendix

General
• Note 806593.1 - Oracle E-Business Suite Release 12.1 Info Center***
• Note 798258.1 - Oracle Applications Release Notes, Release 12.1.1***
• Note 1082375.1 - Oracle Applications Upgrade Guide Release 11i to R12.1.1***
• Note 987516.1 - Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12.1***
• Note 804373.1 - Oracle E-Business Suite Release 12.1 Release Value Propositions***
• Note 752503.1 - 12 Upgrade - Financials Critical Checklist***
• Note 461705.1 - Oracle E-Business Suite Upgrade Guide – Home***
• Note 215527.1 - Maintenance Wizard Overview***
• Note 954704.1 - EBS: R12.1 Oracle Financials Critical Patches***
• Note 790942.1 - Oracle Applications Documentation Resources, Release 12.1***
• Note 561580.1 - Oracle E-Business Suite Release 12.1 Release Content Documents***
• Note.889733.1 - R12 Upgrade Considerations by Product (FINANCIALS)***
• Note 824414.1 - Frequently Asked Questions related to E-Business Suite Release 12.1***
• Note 744894.1 - Advisor Webcasts: New R12 Financials Product Features***
• Note 167000.1 - E-Business Suite Diagnostics Installation Guide***
• Note 807319.1 - Release 12.1 Transfer of Information (TOI) Online Training***
• Note 166650.1 - Working Effectively With Global Customer Support
R12 Upgrade Notes
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

General (Continued)
• Note 759002.1 - R12: Oracle Financials Year-End Close and Reconciliation Resources
• Note 841218.1 - Release 12: Why are One-Off Patches so Large?
• Note 726522.1 - R12: What are Legal Entities and how to define them?
• NOTE:976188.1 - Patch Wizard Utility
Payables
• Note 562887.1 - R12: Helpful Tips for a Successful R12 AP Implementation***
• Note 416699.1 - Oracle Payables (AP): 11i - Accounting Health Check***
• Note 405627.1 - Oracle Payables Release 12 Known Issues
• Note 563945.1 - Large XML/BI Reports Take a Long Time to Process Or Fail
• Note 551504.1 - How to troubleshoot the R12 Create Accounting process
• Note 437422.1 - R12 Troubleshooting Period Close in Payables
• Note.578232.1 - R12 Proactive Intelligence Center Oracle Payables
• Note 812085.1 - Oracle Payments Release Notes, Release 12.1.1
• Note 404264.1 - How To Setup Payment Build Program Validation In Release 12?
• Note 438764.1 - Cannot Take Action Of A PPR Request Stuck In ‘Submitted For Payment’
• Note 434985.1 - Why The Payment Exchange Rate Type Required In Payment Process Request?
• Note 549024.1 - 11i Payment Documents Do not Exist in R12--How to create the payment documents
from 11i
• Note 732928.1 - R12 Troubleshooting Accounting Issues
R12 Upgrade Notes
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

EBTax
• Note 810443.1 - Troubleshooting and Overview of the E*Business tax R12 Upgrade for Order to Cash***
• Note 885225.1 - White Paper on Setting up Tax Accounting
• Note 750064.1 - Using and Troubleshooting Tax Exemptions in Release 12 eBusiness Tax
• Note 875894.1 - Using and Troubleshooting Tax Registration Number Issues with R12 E*Business Tax
• Note 735991.1 - Using Tax Recovery in Release 12 E-Business Tax
• Note 737320.1 - Troubleshooting eBusiness Tax Reporting Issues in release 12
• Note 806575.1 - Using Taxware and Troubleshooting the Integration with R12 eBTax
• Note 761438.1 - Using Vertex and Troubleshooting the Integration with R12 eBTax
• Note 745968.1 - Troubleshooting AutoInvoice Tax issues with eBusiness Tax R12
• Note 789455.1 - Troubleshooting tax calculation issues with Order Management and EBTax
• Note 795718.1 - EBS: FAQ for European Union 8th Directive VAT for Oracle Financials
• Note 784692.1 - Troubleshooting Latin Tax Engine in R12
• Note 577996.1 - Case Study: Setup R12 E-Business Tax for Canada: Includes 2010 HST Changes
• Note 463001.1 - Oracle E-Business Tax Configuration Library
Subledger Accounting
• Note 604893.1 - R12 FAQ for the SLA Upgrade SLA Pre-Upgrade, Post-Upgrade, and Hot Patch***
• Note 985539.1 - R12 SLA: Subledger Accounting Reference Articles
R12 Upgrade Notes
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

Receivables
• Note 795334.1 - Oracle Receivables How To Diagnose Document Index
• Note 761180.1 - R12 Whitepaper: Balance Forward Billing - A Guide for Oracle Receivables Users
• Note 215376.1 - AutoAccounting Setup White Paper
• Note 731191.1 - AP/AR NETTING A TECHNICAL INSIGHT
• Note 370763.1 - Whitepaper : E-Business Suite Solutions for Deduction Management
• Note 745996.1 - R12 Whitepaper: Automatic Receipts - A Complete Guide for Oracle Receivables Users
• Note 968342.1 - Staged Dunning in Advanced Collections Release 12
General Ledger
• Note 811146.1 - Oracle General Ledger Release Notes, Release 12.1.1
Fixed Assets
• Note 456064.1 - Suggestions for Converting into the Group Asset Structure in 11i and/or R12
Trading Community Architecture (TCA)
• Note 554492.1 - Setting Up Geography Hierarchy And Address Validation in Release 12
• Note 565959.1 - Setting Up Personalization in Customers Standard Release 12
Grants
• Note.878214.1 - Project Managment & Grants Accounting Are Certified To Work In Same Operating Unit
• Note 579040.1 - Oracle Grants Accounting Release Notes, Release 12.1.1
• Note 959240.1 - Oracle Grants Accounting Release Notes, Release 12.1.2
R12 Upgrade Notes
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE the upgrade.

Discrete and Process Manufacturing
• Note 868709.1 - Getting Started With 12.1 - Process Manufacturing (OPM) - Support
Enhanced RCD
• Note 416162.1 - Getting Started With R12 - Process Manufacturing (OPM) Support Enhanced
RCD
• Note 415922.1 - Getting Started With R12 - Discrete Manufacturing Support Enhanced
Release Content Document
• Note 416166.1 - Getting Started With R12 - Maintenance Management Support Enhanced
Release Content Document
HRMS
• Note 135266.1 - Oracle HRMS Product Family - Release 11i and Release 12 Information
• Note 551042.1 - Various Payroll and Legislative Reports Are Erroring With Signal 6 Or Signal
11
• Note 560567.1 - Signal 11 Error When Submitting Advanced Benefits Concurrent Requests
• Note.145837.1 Ext/Pub Latest HRMS (HR Global) Legislative Data Patch Available
***Contains critical pre-upgrade information/details. Make sure you review these notes BEFORE
the upgrade
Discrete and Process Manufacturing