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Oracle Fixed Assets Manual

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0% found this document useful (0 votes)
147 views35 pages

Oracle Fixed Assets Manual

upgradation documents

Uploaded by

anon_389892490
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 35

The Upgrade Path to R12 is the

Recommended Path to R12!


How can you avoid a Re-implementation?

Prepared by: Susan Behn, Infosemantics, Inc.

Session ID: 10184


• Visit us at booth 1340
• Established in 2001
• SBA 8(a) Small Business
disadvantaged company
• GSA Schedule contract GS-
35F-0680V
• Texas State HUB vendor
• Offices in India, Singapore &
Philippines
• For more information, check
out our web site at
www.Infosemantics.com
• R12.1.3, OBIEE, R12.2.6
public vision instances
• Posted presentations on
functional and technical topics
Gold Copyright © 2017 Infosemantics, Inc. All Rights Reserved . Any other commercial product names
Partner herein are trademark, registered trademarks or service marks of their respective owners.

April 2-6, 2017 in Las Vegas, NV USA #C17LV 2


About the Speaker
• Oracle Ace
• Over 20 years E-Business Suite development and support
• Member-Oracle Proactive Support Customer Advisory Board
• Chair-Oracle E-Business Suite User Management SIG
• Chair-Texas-Louisiana Oracle User Group TLOAUG
• Treasurer – Dallas Oracle Users Group – DOUG
• Board Member – Customizations and Extensions SIG
• Over 100 presentations on E-Business Suite
• Co-author for multiple books on E-Business Suite
• The ABCs of Workflow for E-Business Suite Release 11i
• Release 12 and The Release 12 Primer – Shining a Light on the
Release 12 World.

April 2-6, 2017 in Las Vegas, NV USA #C17LV 3


Agenda
• Upgrade vs. Re-implementation Terminology
• Evaluation process
• Re-implementation Drivers & Alternatives
• Objective decision matrix
•Q&A

April 2-6, 2017 in Las Vegas, NV USA #C17LV 4


Terminology
• Re-implementation = “starting over”
• After installing Oracle software, configure, then use data
conversion methods to load data using open interfaces or APIs
(Application Programming Interfaces)
• Compare this to your original implementation
• Upgrade to R12
• Install Oracle Software
• Use Oracle upgrade process to transform data
• All data available
• Process fully tested by Oracle
• Significantly shorter/less costly
• Recommended by Oracle

April 2-6, 2017 in Las Vegas, NV USA #C17LV 5


Typical Upgrade vs Re-Implementation Drivers
• Merge Multiple Instances
• Poor Data Quality
• Business Transformation/Configuration Changes
• Divestitures
• Obsolete Data
• Eliminate Customizations
• Downtime window

April 2-6, 2017 in Las Vegas, NV USA #C17LV 6


Things to consider when you Re-Implement
• Historical transaction data
• A significant amount of transactional history will be lost
• APIs do not exist to migrate all historical transactions
• Direct table updates are not supported
• For the history you can load, you will need to identify a retention
policy for each type of historical data
• You may need to create reporting in a data warehouse to
span old instance and new instance
• Do you have a data warehouse now
• What will is cost to normalize data with different configurations?
• You may need to keep the sun-setted instance available in
read-only mode
• Consider cost and maintenance requirements to maintain access

April 2-6, 2017 in Las Vegas, NV USA #C17LV 7


Challenge Your Thinking!

Alternatives to Typical Re-


implementation Drivers

8
Driver: Merge Multiple Instances
Re-implement Upgrade Alternatives
• Instances that are on • Upgrade primary instance
difference releases can’t be and roll in other instances
merged using eprentise using standard data
• This could require an upgrade of conversion methods
one instance first
• Investigate AppsMigrate (3rd
• If the instance to be upgraded party product) for data
is very, very old, (R10,R11.0), conversion
the upgrade process is a two • Use eprentise® to
step process which could be consolidate instances
overly complex with a
significant downtime window • Evaluate cost of eprentise® vs
• If you can’t upgrade the cost of data conversion
complete upgrade at one time,
you would avoid remediating
• Leave as separate instances
customizations twice • Use reporting/consolidation
• R10R11R12 will each require tools for combined reporting
different custom objects

April 2-6, 2017 in Las Vegas, NV USA #C17LV 9


Driver: Extremely Poor Data Quality
• How bad is bad enough?
• Did you compromise data due to direct table updates?
• Did you improperly change your calendar?
• Were you a beta implementation that resulted in bad data?
• Is the condition of data requiring you to customize reports to
accommodate data anomalies
• Do you have a large number of SRs resulting in data fixes?

April 2-6, 2017 in Las Vegas, NV USA #C17LV 10


Driver: Extremely Poor Data Quality
Re-implement Upgrade Alternatives
• Create a separate ledger or operating
• You could potentially get unit for transactions going forward
rid of bad data • Then use eprentise divestiture
software to divest operating units with
• You may still need to bad data
correct data problems as • “Clean” data with Data Loader (Only
for professional forms)
part of data conversion for • Example – close purchase orders
master tables and open • “Clean” data with More4Apps (Some
transactions OAF forms)
• Example – update Suppliers and
Customers
• Use EBS Standard Purge Processes to
remove bad data
• Use Oracle Analyzers combined with
Oracle data fix scripts to correct
issues (MOS: 432.1)

April 2-6, 2017 in Las Vegas, NV USA #C17LV 11


Driver: Business Transformation
• Has your business changed so much that the original design
no longer works?
• Consider your five year plan – not just business today
• Oracle’s more sophisticated software provides more options
• Need to comply with new statutory, regulatory requirements in new
markets
• Disparate business process
• Do you have different processes in different locations that need to
be more aligned?
• Configuration Changes
• Chart of account
• Calendar
• Costing method
• Flexfields

April 2-6, 2017 in Las Vegas, NV USA #C17LV 12


Driver: Business Transformation
Re-implement Upgrade Alternatives
• Are your business users • Get strong executive sponsorship
and conduct global meetings to
stuck in a rut drive change
• Re-implementations often • Use gamification techniques or
drive new ways of thinking software such as Badgeville to
– but at a very high cost drive change
• Reward out of the box ideas
• Will an upgrade result in
maintaining the status quo • eprentise® Transformation
software allows configuration
• The number of different changes
• Change flexfields, legal entities,
transformations may drive currency, calendars, etc..
a reimplementation if • Custom solution for configuration
transformations cannot be changes
completed concurrently • Create New Ledger, OU – go
forward only
April 2-6, 2017 in Las Vegas, NV USA #C17LV 13
Driver: Divestitures
• Divestitures require divesting data which can be complex
• Consider amount of data in the business unit to divest
• Consider complexity of data
• Consider potential legal requirement to completely purge
data

April 2-6, 2017 in Las Vegas, NV USA #C17LV 14


Driver: Divestitures
Re-implement Upgrade Alternatives
• Configure system to match • eprentise® Transformation
your current legal entity software
structure • Divest business units
• If you buy/sell frequently, • Create two new instances
you need a better or purge divested data
alternative because it’s not
realistic to re-implement • Custom solution
every time you divest a • Create New Ledger, OU –
business unit go forward only without
• What do you do with the the divested data and
divested data? inactivate divested data

April 2-6, 2017 in Las Vegas, NV USA #C17LV 15


Driver: Too much obsolete data
Driver: We have too much obsolete data
Re-implement Upgrade Alternatives
• Re-implementation • HP Database Archiving
reduces data footprint due Solution
• For clones only
to loss of historical • HP - Informatica/Tierdata
transaction data, loss of solutions (Partitioning)
old data and loss of data • Implement Information
for obsolete modules Lifecycle Management (ILM)
• Costly in both time and • Reducing Your Oracle EBS Data
money Footprint using Archiving,
Purging, and Information
• History probably needs to Lifecycle Management [ID
752322.1]
be retained somewhere
such as a data warehouse • Use eprentise® to “Divest”
• Consider the impact on unneeded data
trend reporting • Archive and Purge using
seeded purge programs
April 2-6, 2017 in Las Vegas, NV USA #C17LV 17
We have too much data - continued
• Query to find standard archive and purge programs

select substr(b.application_short_name,1,11) "APPLICATION",


substr(a.user_concurrent_program_name,1,50) "CONCURRENT
PROGRAM NAME",
substr(a.concurrent_program_name,1,35) "SHORT NAME"
from fnd_concurrent_programs_vl a,fnd_application_vl b
where a.application_id=b.application_id
and a.enabled_flag='Y'
and (a.user_concurrent_program_name like '%urge%'
or a.user_concurrent_program_name like '%elete%')
order by b.application_short_name;

April 2-6, 2017 in Las Vegas, NV USA #C17LV 18


Driver: Eliminate Customizations
• You haven’t followed Oracle’s development guidelines, so
you don’t know what is standard and what has been
modified
• Did not use naming standards
• Did not use coding standards
• Did not use provided APIs to update data
• Made direct table updates compromising data integrity
• Hard coded specific values
• You have tens of thousands of customizations for every
module, and complete custom modules with many
custom tables

April 2-6, 2017 in Las Vegas, NV USA #C17LV 19


Driver: Eliminate Customizations
Re-implement Upgrade Alternatives
• Guarantees elimination of • Identify objects and delete
ALL customizations and • 3rd party products to find
customizations and
extensions extensions
• Panaya
• Easier to view plain vanilla • Config Snapshot
apps and discover • CEMLI analysis fromOracle
functionality that can • Consult other consulting
replace customizations companies for scripts to
identify customizations
• Find your own customizations
and extensions and remove
• Queries
• Oracle processes and reports
• Migrate only what you need
April 2-6, 2017 in Las Vegas, NV USA #C17LV 20
Query for OAF Pages with Personalizations
• Note that because many OA Framework-based
personalizations are shipped with Oracle E-Business Suite
either as "seeded developer" or "localization"
personalizations, this list can be much longer than you
expect
• There is currently no way to tell, other than by looking at the
actual personalization or personalization document, whether a
shipped personalization has been further personalized at your
site
SELECT PATH.PATH_DOCID PERZ_DOC_ID,
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
FROM JDR_PATHS PATH
WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS
WHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization'
AND COMP_ID IS NULL)
ORDER BY PERZ_DOC_PATH

April 2-6, 2017 in Las Vegas, NV USA #C17LV 21


Query for OAF Personalizations Created by
Customer
• My Oracle Support Document 1292611.1
• This query does not include the seeded personalizations even
if they have been further personalized at your site
SELECT PATH.PATH_DOCID PERZ_DOC_ID,
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
FROM JDR_PATHS PATH
WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS
WHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization'
AND COMP_ID IS NULL)
MINUS
SELECT PATH.PATH_DOCID PERZ_DOC_ID,
jdr_mds_internal.getdocumentname(PATH.PATH_DOCID) PERZ_DOC_PATH
FROM JDR_PATHS PATH
WHERE PATH.PATH_DOCID IN
(SELECT DISTINCT COMP_DOCID FROM JDR_COMPONENTS, JDR_ATTRIBUTES
WHERE COMP_SEQ = 0 AND COMP_ELEMENT = 'customization'
AND COMP_ID IS NULL
AND ATT_COMP_DOCID = COMP_DOCID
AND ATT_COMP_SEQ = 0
AND ATT_NAME = 'developerMode'
AND ATT_VALUE = 'true')

April 2-6, 2017 in Las Vegas, NV USA #C17LV 22


Removing OAF Extensions
• Multiple methods to remove OAF Personalizations
described in MOS document “How to Remove an OA
Framework Personalization [ID 304670.1]”
• Use the Functional Administrator responsibility
• Temporarily disable
• Set the profile option “Disable Self-Service Personal” = YES at the site
or application level
• Use JDR_UTILS package
• Jdr_utils.deleteDocument(path&name)

April 2-6, 2017 in Las Vegas, NV USA #C17LV 23


Form Personalizations
• How to find them:
• Tools  Administration will show personalized forms
• Press the Find button with the Form Name blank

April 2-6, 2017 in Las Vegas, NV USA #C17LV 24


Form Personalizations
• To remove all form personalizations, purge the following
tables
• FND_FORM_CUSTOM_RULES
• Delete items with null rule_key
• FND_FORM_CUSTOM_SCOPES
• Data from context area
• Delete items related to items deleted from fnd_form_custom_rules
• FND_FORM_CUSTOM_ACTIONS
• Data from actions tab
• Delete items related to items deleted from fnd_form_custom_rules
• FND_FORM_CUSTOM_PARAMS
• Parameters related to actions
• Delete items related to items deleted from fnd_form_custom_actions

April 2-6, 2017 in Las Vegas, NV USA #C17LV 25


How to find other customizations
• Run your own scripts and check “last_updated_by”
• Look at items where created by is a user other than “INITIAL
SETUP”, “AUTOINSTALL, “ANONYMOUS”)
• Responsibilities
• Concurrent program definitions
• Other configurations

April 2-6, 2017 in Las Vegas, NV USA #C17LV 26


Driver: Limited Down Time
Window
Driver: Limited Down Time Window
Re-implement Upgrade Alternatives
• Utilize a gold instance • Performance tune your
approach upgrade process
• Split data conversion and
limit downtime weekend to • Keep a clone of the old
changed and new data only production instance
• Have instance configured available for critical
with all patching complete transactions and duplicate
• For a multi-country the activities once
implementation with upgrade is complete
separate business units, you
can bring up one country at
a time

April 2-6, 2017 in Las Vegas, NV USA #C17LV 28


Other Factors Supporting Upgrade Path
• Internal Resource Capacity
• Re-implementations require significantly more time
• Do you want your internal resources spending their limited
time validating data conversions or improving processes
• Oracle recommends the upgrade path
• Upgrade Advisor: E-Business Suite (EBS) Upgrade from
11.5.10.2 to 12.1.3 [ID 269.1]

April 2-6, 2017 in Las Vegas, NV USA #C17LV 29


Summary Table of Alternatives
Driver Alternatives to Re-implementation
Multiple Instances Low volume – manual conversion for secondary instance
AppMigrate for Data Conversion for secondary instance
eprentise®
OBIEE/Fusion Accounting Hub
Business Gamification - Badgeville
Transformation eprentise®
Configuration eprentise®
Changes Custom solution
Create new ledger/OU
Too much data Standard Purge Processes
HP Database Archiving or Informatica/Tierdata
Information Lifecycle Management (ILM)
eprentise® (Divest using transformation tool)
Poor Data Quality Data Loader, More4Apps, Standard purge processes

Customizations and Panaya or Config Snapshot, CEMLI analysis, Find your own
Extensions

April 2-6, 2017 in Las Vegas, NV USA #C17LV 30


Decision Matrix
How Important is This?
Re-
Re- Upgrade
BUSINESS DRIVER Upgrade Implement
Implement Score
Score

Major configuration changes Y 7 0 7


Ability to better focus on elimination of a higher
number of customizations(WRICEP)
components and will result in better process Y 4 0 4
changes (Re-implementation drives change
mindset.)
Higher change management cost/impact
Y 5 5 0
resulting in additional training
Keep all historical data Y 10 10 0
Limited downtime window available for the
Y 5 0 5
upgrade weekend
Risk and cost of data conversion that would be
Y 10 10 0
required for Re-implementation
Less time commitment required of functional
Y 7 7 0
team for upgrade
Data Quantity - Improved future performance
Y 5 0 5
due to bringing over less data
Time to complete project Y 5 5 0
Cost Y 7 7 0
Final score 44 21

April 2-6, 2017 in Las Vegas, NV USA #C17LV 31


Summary
• Consider carefully a re-implementation decision
• The cost of the data conversion and loss of history can far outweigh the cost of
3rd party tools and development to fix issues and creativity
• Consider the cost/drain on your internal resources
• Consider the cost of the longer timeline
• What does it cost in continued manual efforts and workarounds because you are
delaying new automated functionality?
• Talk to people who have done it before
• Would they do it again
• Talk to other experts
• Upgrade SIG
• http://upgradesig.oaug.org/Home.php?page=Home
• Join the Upgrade Advisor Community
• Search for other presentations through OAUG
• 10 Things You Can Do Today to Prepare for the Next Generation Applications – Cliff
Godwin
• Who Said Changing Cost Methods With Discrete Costing Can't be Done? - Douglas Volz

April 2-6, 2017 in Las Vegas, NV USA #C17LV 32


Summary - The other side of the debate
• Everyone does not share my opinion…hard to believe 

• Complete a QUANTITATIVE evaluation
• Separate data migration/conversion costs
• Obtain an accurate estimate of costs, project duration
• Determine what internal/external resources are required
• Separate costs of customizations, interfaces, reports that would need
to be completed with either a reimplementation or an upgrade
• Separate cost of implementing new functionality
• Do your research
• What is going to be required to maintain a sunset instance?
• What are the extra costs to extract data from sources other than a
current production environment ((either data warehouse, sunset
instance, or reports) )

April 2-6, 2017 in Las Vegas, NV USA #C17LV 33


Please Complete Your
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Session ID: 10184


Q&A

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