"> R12: Helpful Tips for a Successful R12 Oracle Payables Implementation [ID 562887.

1] Modified 25-JUN-2010 In this Document Purpose Scope and Application R12: Helpful Tips for a Successful R12 Oracle Payables Implementation Helpful Tips for a Successful R12 Oracle Payables Implementation R12 Training R12 Oracle Financials Critical Patches R12 Diagnostics R12 Documentation Top R12 Oracle Payables Articles Change Log References Type BULLETIN Status PUBLISHED

Applies to:
Oracle Payables - Version: 12.0.0 to 12.1.2 - Release: 12.0 to 12.1 Information in this document applies to any platform.

Purpose
The purpose of this document is to offer some guidance to those who will be upgrading or installing R12 Oracle Payables for the first time. This document includes recommendations for installing the latest R12 version and uptaking the critical patches for Oracle Payables, Subledger Ledger Accounting (SLA) and EBusiness Tax (EBTax). Note: This document is not all encompassing, so customers are also encouraged to review the R12 Oracle Applications Release 12 Installation Guidelines Note: 405565.1

Scope and Application

Intended Audience: Project Managers, Implementers and Oracle Consultants

R12: Helpful Tips for a Successful R12 Oracle Payables Implementation Helpful Tips for a Successful R12 Oracle Payables Implementation
Please read the entire list before starting your R12 implementation or upgrade. 1. Create a realistic schedule for your R12 implementation or upgrade. 2. Conduct your implementation or upgrade on a parallel system. 3. Allow yourself sufficient time to implement and perform user acceptance testing (UAT). This will give you time to assure that your system has been designed and setup to meet your business needs. 4. Assure that as much data as possible is accounted and ALL accounting is transferred. 5. Clear up any data issues in 11i before upgrading (i.e., Run the Accounting Health Check), 6. Use the Maintenance Wizard for the upgrade. 7. If possible, implement the most current version of R12 (i.e., R12.0.4 -- see Metalink Note: 465776.1 / Patch 6435000. In addition, apply the Oracle Financials and Oracle HRMS Release Update Packs 12.0.5 (RUP5) -- see Metalink Note: 565898.1 / Patch 6836355 8. Review the Oracle Financials Critical Patches Alert, see Note:557869.1. The alert includes the links to the R12 Known Issues documents, which list the critical patches for Oracle Payables, Subledger Accounting, E-Business Tax, and other Financials applications. Apply the critical patches to prevent encountering issues that have already been addressed. 9. Apply the pre-upgrade patches BEFORE upgrading to R12. 10. Apply the post-upgrade patches ASAP after completing the upgrade. 11. Perform several month-end closes before considering a Go-Live date.

R12 Training
Customers who plan to upgrade or install R12 Oracle Payables should consider the following classes for those who will be involved in the implementation of R12 and/or training of endusers. Registration for these classes are available via the Oracle University portal.

R12 Oracle E-Business Suite Essentials for Implementers (3 days) R12 Oracle Payables Management Fundamentals (4 days) R12 Oracle E-Business Tax Fundamentals (3 days) R12 Oracle Subledger Accounting Fundamentals (2 days)

R12 Oracle Financials Critical Patches

Review the Oracle Financials Critical Patches Alert, see Note:557869.1. Apply the critical patches to prevent encountering issues that have already been addressed. Note: See Note:577440.1 for a list of critical patches not included in FIN RUP5.

R12 Diagnostics
The Oracle eBusiness Suite Diagnostics is a tool provided by Oracle to ease the gathering and analyzing of information from your eBusiness Suite setup. Formatted output display the information gathered, the findings of the analysis, and appropriate actions to take. The tool is easy to use and is designed for both the functional and technical user. Access Note:167000.1 to learn more about the eBusiness Suite Diagnostics for Release 12.

R12 Documentation
The R12 Documentation can be accessed in several ways: 1. Metalink >> see Metalink Note:394692.1 press CTRL/F to search for a specific product >> select the link to access the product-specific Documentation Resource page >> select the link to the User Guide or Implementation Guide and the system jumps to step 3 below OR 2. Oracle Technology Network (OTN) >> Documentation >> Applications >> click of EBS Documentation R12+ 3. The Oracle R12.0.x Documentation Library page is displayed. 4. Select the Documentation tab 5. CTRL/F to look for the documentation for a specific product. For example:

Oracle Payables Implementation Guide Oracle Payables Reference Guide Oracle Payables User Guide Oracle Payments Implementation Guide Oracle Payments User's Guide Oracle Subledger Accounting Implementation Guide Oracle E-Business Tax Implementation Guide

Oracle E-Business Tax Reporting Guide Oracle E-Business Tax User Guide Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implem Guide

Top R12 Oracle Payables Articles

The following is a list of top R12 Oracle Payables articles that you may find helpful during your R12 implementation of Oracle Payables:
Note ID Description EBTax Note: 456010.1 Note: 473066.1 Note: 562877.1 Can Vertex and Taxware be used in conjunction with Payables in release 12? How to Setup Expert Tax Rules on EBTax How to Set Up Taxes in R12 - High Level Overview Invoices Note:456625.1 Note:567690.1 How Does the R12 Upgrade Process Create Invoice Tax Distributions? Mass Additions Create Process in R12 (white paper) Accounting, Trial Balance and Period-End Note:429050.1 Note:437422.1 Note:554785.1 Note:560378.1 What happened to the Payables Accounting Process in R12? R12: Unable to close the Period How do you run the Accounts Payable Trial Balance report in R12? Unaccounted Transactions Sweep Program Other Note:434195.1 Note:438262.1 Note:458371.1 Note:464264.1 Bank Setups In R12 Question Where Is Supplier Bank Information Stored In Release 12? R12: How To Get The R12 Trace/Debug File? How To Create Supplier Site in R12

Change Log
Date 13-May-2008 14-May-2008 21-May-2008 23-May-2008 Description Created Added disclaimer and reference to R12 Applications Installation Guide Added Information related to RUP5 Added link to Note 577440.1

References
NOTE:461705.1 - Oracle E-Business Suite Upgrade Center - Home NOTE:557869.1 - EBS: R12.0 ORACLE FINANCIALS CRITICAL AND RECOMMENDED PATCHES NOTE:577440.1 - R12: FAQ for RUP5: Oracle Financials Release Update Pack 12.0.5 (RUP5) Related Products

Oracle E-Business Suite > Financial Management > Procure to Pay > Oracle Payables

Keywords IMPLEMENTATION GUIDES; EBUSINESS; UPGRADE; R12; E-BUSINESS TAX; INSTALL; CONFIGURATION; USER ACCEPTANCE TESTING

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