ebs get proactive deck
DESCRIPTION
EBSTRANSCRIPT
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1
REMINDER
Check in on the
COLLABORATE mobile app
Proactive Best Practices for the E-Business Suite
Prepared by:
Deidre Engstrom
Proactive Support, Oracle E-Business Suite
Resolve problems before they impact
your system! Harness the power of
Oracle Proactive tools and offerings
Session ID#: 15248
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 2
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3
Safe Harbor Statement 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.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 4
Introductions
Deidre Engstrom– Senior Director,
Oracle E-Business Suite, Proactive Support
– Broad background with Oracle
– Developer with Oracle tools and database
– Implementing financials systems and Oracle Applications
– Supporting Oracle Applications
– Current: Started the EBS Proactive support team 3 years ago
– [email protected] Phone: +1 407-458-1818
GET PROACTIVE
With Oracle Premier Support
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What is ‘Get Proactive’ all about?
Avoid the unexpected. GET PROACTIVE!
Prevent is about staying healthy, detecting
and solving issues before they have an
impact on your software and systems
Resolve is about detection capabilities and
diagnostic tools to help you implement the
right corrective actions
Upgrade is about doing it right the very first
time, ultimately creating a streamlined,
reliable, and repeatable process
Want even more?
Connection is a key enabler for
advanced proactive capabilities.
Look for this image throughout
the presentation as we identify
specific Oracle proactive support
capabilities unlocked when you
‘Get Connected’
432.1
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Achieve Success
Lower Cost – Preventive System
Maintenance
Higher Business Value – Maximize
System Performance
Reduced Risk – Boost Uptime
With Oracle Support Best Practices
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Introducing Analyzers
432.1 Get Proactive
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Analyzer: A Powerful healthcheck and diagnostic
WHAT IF?
You could run a single healthcheck to automatically
review a multitude of documents relating to your
issue?
The healthcheck highlighted issues you didn’t even
realize you had?
You got a graphical, easy to read document that
summarized all that information for you?
Welcome the Oracle Analyzer!
Analyzers were created to automate our knowledge
content and make it easy and faster for you to
troubleshoot your issues.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11
Built to address known questions / issues within the products
Automates large amounts of complex content and scripts into an easy to use interface
Built to address common issues, those that are researched often, or complex items
Provides graphical, easy to follow output
Puts troubleshooting tools in the hands of your end-users
Can be scheduled and run via a concurrent process
Use a Range or Date scan – for proactive review
VERY positive feedback from customers
Benefits of using an Analyzer
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Content Automation
Problem signatures and corresponding solutions are pulled from
content and automated
Dozens of signatures pulled into an analyzer
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Easy to read Output
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Enable functional super users
Analyzers accessible through concurrent programs (most)
Concurrent program security allows for configurable access
Can also run as standalone script
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Proactive Monitoring
Scan for top issues before they become urgent. Examples:
• Are there PO’s stuck in approval I’m not aware of ?
• Is my Workflow Engine performance being impacted by too much historical data ?
• Are there issues that will prevent Payables period close ?
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Up to date recommendations
Analyzers are frequently updated
Use them to check your system for compliance to latest
recommendations, or provide important information
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Example use case: PO stuck in approval
It contains all elements of a typically complex problem
Symptoms are very discrete: the PO is stuck in
approval
Multiple root causes, hence multiple solutions
Diagnostic information is contained in data or
logs
Manual diagnosis is interactive check validate
refine repeat
As many other problems, it’s occurrence may precede
by days the discovery of the issue
Unfortunately found at the moment it becomes
urgent
Essentially a reactive discovery of the problem
Example: R12 PO Approval Analyzer
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Begin Troubleshooting Problem
Which document has my solution?
All I know is that my PO is stuck, how do I refine further ?
This PO is urgent, I need it unstuck now!
I wish I could have found it was stuck earlier
Trivial symptom with multiple and complex causes multiple solutions time
consuming diagnosis for typically urgent matters
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19
Value statement
W/O Analyzer – PO submitted for approval
– Preparer sees PO pending in approval
hierarchy
– Approval WF had encountered a fatal error
– No one in the Org can progress the PO
– PO approval becomes critical
– Issue is investigated, multiple matches in KB
– Complex steps
– SR logged, many steps to determine cause,
involve super users, DBA
– Issue is solved but had cost hours
With Analyzer – Super User assesses weekly PO health
– System screened for stuck POs
– Two issues found, PO A and B are stuck
– Time to act, need by date 1 week ahead
– Solution identified, amend setup, patch may
be needed, reset and restart PO
– POs go through approval with no further
issues
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 20
Putting it all together
ANALYZER
Data collection Enabling faster SR resolution
Frequent updates & Simple Deployment Result of multi-channel feedback (Including You) Single PLSQL or SQL file
Enabled for Functional/End users and Technical users Concurrent process Interface or standalone Usable HTML output
Proactive Capabilities Automation allows for range scans (does an issue exist that I’m not aware of ?)
Top Content – Automated Content solving high priority, complex or high frequency issues
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 21
EBS
Workflow analyzer script
Concurrent Processing – CP
Analyzer
EBS Reports and Printing
EBS Cloning Log Parser
HCM
RetroPay Analyzer
HCM Technical Analyzer
R11i / R12 OTL Analyzer
DOC ID: 432.1 E-Business Suite -> Analyzers Financials
R12: Master GDF
Diagnostic to validate Data
related to invoices,
Payments, Accounting,
Suppliers and EB Tax
R12: Period Close Helper
R12: EBTax Setup and
Data Integrity Analyzer
R12: Payables Trial Balance
Helper
R12: Internet Expense
Setup Helper
AR AutoInvoice Post
Process Validation Report
Manufacturing
R12: IP Item Analyzer
R12: PO Approval Analyzer
R11i / R12: ASCP Performance
Analyzer
R12: DCOGS Balance Analyzer
R12: SLA Unprocessed / Invalid
records Analyzer
R11i / R12: ASCP Data collection
Analyzer for setup and performance
monitoring
V6.2 OTM Analyzer script for
Analysis and Performance
monitoring
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EBS Proactive Portfolio of Offerings
432.1 Get Proactive
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Patch Wizard Patch Wizard analyzes and
compares patches currently
applied in your instance with the
ones included in the
Recommended Patch List
Patch Wizard performs an impact
analysis, and allows for easy
download of patches you decide to
apply
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Patching and Maintenance Advisors
Contains proven methodologies
for patch application
Shares full details to successfully
complete pre-patch, patch
application, and post-patch
requirements
Provides tracking lessons learned
in testing your original patch plan
Checks to ensure satisfactory
patch and code levels are in place
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Period Close Advisor
One-stop shop for period
close steps for all products
(in the order of closing)
Complete the critical
financial reporting process
accurately
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Business Process Advisors are tabbed documents providing:
Overview of a business flow
process flow, and products involved
Demonstration scripts and associated videos
Key set-up steps and videos demonstrating the set-up steps
Hotspots – where data and control passes between different products
Related Flows
Business Process Advisor Overview
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 27
Stay Informed
Oracle E-Business Newsletters
Follow Oracle Premier Support through social media
channels
– Twitter | myoraclesupport | Oracle_EBS
– Blog
– My Oracle Support Community
Participate in Advisor Webcasts and hear from Oracle
Premier Support subject matter experts who will offer
methods and solutions to help you avoid potential pitfalls
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 28
Oracle Advisor Webcasts
Stay Informed
Hear from Oracle Premier
Support Subject Matter Experts
who will discuss methods and
solutions to help you avoid
potential pitfalls with your
Oracle services, products, and
technologies.
support.oracle.com | ID 740966.1
Live virtual events
delivered straight to your
desktop or replay events
on-demand.
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Assistants (Search Helpers)
Guided Resolutions following a logical Decision Tree
Find targeted solutions and relevant information based on frequently occurring scenarios and
customer business flows
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My Oracle Support Communities- NEW
Join an extended
network of Oracle
professionals and
industry peers and
find answers fast
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EBS Patching Community
The Patching
Community changes
the way to get
information on EBS
Patches.
Start a thread directly
in order to receive
expert advice around
your patching needs.
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EBS: Get Proactive by Finding
Answers !
Doc: 1421002.1
Self-Paced lab’s and Videos on
Search & Community
EBS: Get Proactive by Finding Answers!
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One-Stop ‘Product’ Shop
Comprehensive best practices, tools and knowledge
Targeted content to assist you with troubleshooting and
error resolution
Product Information Centers
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Product Diagnostics Framework
Simplify troubleshooting by regularly scheduling and executing diagnostics tests
Diagnostic tests are used prior to ‘go live’, and/or prior to closing an accounting period
Issues are proactively identified and corrected before deadlines
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E-Business Upgrade Advisor Doc id: 269.1 Upgrade Lifecycle Advisors are
specially crafted documents-
Phase Approach
Provides step-by-step
instructions to perform an
upgrade
Easy to follow upgrade process
for 11.5.10.2 to 12.1.3
Access to the relevant
information and knowledge
dependent on current phase/step
in the Lifecycle process
Potential to reduce the total
upgrade lead time
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12.1 CUP 2 & Pre-Install Patches
12.1.1 CUP 2
Pre-install patches for R12.1
R12.1 patch that delivers higher
versions for files called by the R12.1
main upgrade driver
Monthly updated of EBS Wide pre-
install patches
Patches Categorized
Upgrade Failure
Upgrade Performance
Data Fix
Consolidated in one location
all EBS pre-install
Merge with R12.1.1 main upgrade
driver
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Maintenance Wizard
Guidance through the upgrade process
For Release 11i versions to Release 12
Minimizes upgrade tasks by dynamically
filtering the necessary steps based on IT
stack related criteria
Provides a report with a set of step-by-
step instructions, including any critical
patches required
Reduces the possibility of errors or
accidental omission of vital tasks
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EBS Data Model Comparison Report Provides the database object definition
changes between two E-Business
releases
Helps to preview the database object
definition changes before upgrading
Shows impact analysis of the database
object changes that may affect
customizations or business flows
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ATG Seed Data Model Comparison Report
Provides a delta view between different
E-Business releases by documenting
the seed data changes
Delivered by the product data loader
files (.ldt extension)
Based on the E-Business ATG loader
control (.lct extension) files
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EBS File Comparison Report
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SQLTXPLAIN Tool
Perform SQL Tuning analysis
using the SQLTXPLAIN (SQLT)
tool
Diagnostic output generated by
the tool aids in troubleshooting
performance problems
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ORA-600/7445 Tool
Advanced troubleshooting
capabilities for generic ORA-600
and ORA-7445 errors
Diagnosis can be done based on
error code, error message, or by
parsing the related stack trace
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Summary Proactive Information
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My Oracle Support Accreditation
Program Accreditations
My Oracle Support (Level 1)
Product-Specific (Level 2)
Program Pages
Program Home page – 1583898.1
FAQ – 1585906.1
E-Business Suite Path
EBS path – 1580100.1
Stay informed, period close, patching,
Certifications, upgrade advisor, reporting
Why Get Accredited?
Enhanced reputation & Skills
Increased productivity, more time
on your job
Stay current on tools and best
practices
Easy to implement, high-value
best practices
Join our early adopter program Personalized experience Help forums Drive improvements See FAQ to sign up
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 45
Take Advantage of Oracle Support Best Practices
Don’t leave value on the table
Lower overall organizational costs through
preventative maintenance
Reduce risks and maximize uptime
Achieve resolution faster
Streamline and simplify your daily operations
Get even more through connection
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Get Proactive – Discover More
‘I want to’ Resource
DISCOVER more about Support
Best Practices
Support Best Practices
ACT … Get Proactive Access best practices, capabilities, and tools
available for your products by visiting the Get
Proactive portfolio product pages at My Oracle
Support (Article ID 432.1)
STAY INFORMED with the Get
Proactive Blog
‘Get Proactive’ – The Insider Track’
CONTACT the Get Proactive team
today for help getting started
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Details: E-Business Suite Analyzers
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Oracle Workflow Analyzer
Proactive script that reviews the current Workflow Footprint
Analyzes the configurations and your environment
Provides feedback, and recommendations on best practices and areas of concern
Immediate analysis and output of Workflow environment
Easy-to-add tool for regular Workflow maintenance
Execute anytime to compare trending from past outputs
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 50
Oracle Concurrent Processing Analyzer
Immediate Analysis and Output of
Concurrent Environment
Identifies Concurrent System Setup and
configurations
Identifies and recommends Concurrent Best
Practices
Easy to add Tool for regular Concurrent
Maintenance
Execute Analysis anytime to compare
trending from past outputs
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Clone Log Parser Utility Save time validating Clone Logs
Consolidates over 12 cloning log
file types in a single HTML
Linked solutions for instant error-
fix recommendations
Provides basic configuration and
health checks of the environment
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Identifies known data integrity issues during Migration/Upgrade/New Install
Isolates specific setup with the corrective action to resolve
My Oracle Support Notes and/or data-fix patches to resolve issues
Still have question – go to Oracle Payables Community or the EBTax Community
R12 EBTax Setup and Data Integrity Analyzer
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Consolidates list of items that will stop period close
Review parameters and transactions to correct
Helpful information to resolve targeted transactions
Functional End Users can execute
Execute as Standalone or as Concurrent Request
R12 Period Close Helper Diagnostic to Validate Data Before Period Close
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Integrity Check
Validates single or multiple OU setups
Reduces the time needed to troubleshoot
Shows recent setups, profiles options,
key items for OIE health and usage in
easy report
Instant Check on Recommended Patches
Identifies needed RPCs that have
fixes for 80% of corruption issues
No need to contact the DBA
Both functional and technical users
can use these diagnostics
R12 Internet Expenses Setup Helper
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Smoother Reconciliation Experience
Structured self help feature
Output has highlighted solutions
for fast turn around
Avoid Last Minute Hassle
Run anytime and clear
transactions
Instant Check on Recommended
Patches
RPCs have fixes for 80% of the
corruptions identified to date
No need to contact the DBA
Both functional and technical
users can use these diagnostics
R12 Payables Trial Balance Helper
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 56
AutoInvoice Post-Process Validation Report: Overview and Installation Instructions Execute report immediately after the AutoInvoice Import
program.
Can be executed Standalone or as a Concurrent Request.
Analyzes validation errors encountered by AutoInvoice program
and points to a Knowledge Article that contains information on
how to resolve the errors.
Provides additional recommendations for some of the common
validation errors.
Additional Health Checks categorized based on severity verify
system setup for optimal performance of AutoInvoice .
Critical - identifies issues that would prevent successful
processing of interface tables.
Warning - identifies issues that could adversely affect
the performance of AutoInvoice program.
Informational - identifies issues that may not cause
failure but can be improved.
Parameters decide the Output styles
Report can be printed for All Operating Units or a
specific Operating Unit.
Can be in Detail format, providing a lot of additional
references to useful Setup and Troubleshooting
documents pertaining to validation errors. In Summary
format, the report provides only essential information
pertaining to validation errors.
Pass the Request ID of AutoInvoice program to know
the concurrent request status, reporting on successfully
created transactions, etc.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 57
Immediate Analysis and Output of ASCP Environment
Identifies Entity Data Volume
Identifies Database parameter and recommendations
Identifies planning process programs run time trend
Easy to add tool for regular maintenance
Execute analysis anytime to compare trending from past outputs
ASCP Performance Analyzer (11.5.x & R12) Script for Performance Monitoring
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 58
RetroPay Analyzer (Notes 1512437.1 &1568260.1)
Immediate Analysis and Output of your Environment.
Can be run any time as it is a simple SQL script. Provides .html output file that can be opened in
any browser. Can be run for all business groups and/or
legislations. Can pass business group id/legislation code as a
parameter to get specific results. Can pass both parameters as inline parameters. Identifies issues and displays content in red. User can look at data by clicking on any button. Allows to post any further questions directly to
Payroll community. This script was designed for 11.5.10.2 and later. The RetroPay Analyzer Tool can also be run as a
Concurrent Request using Note 1568260.1
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 59
Smoother Period Close: MGD + PCH + RPC The opportunity for a smoother month-end is within your grasp. It comprises of 3 parts:
Diagnose and Correct Data Integrity
Issues – Doc ID: 1360390.1
Determine and Action Period Close
Obstacles – Doc ID: 1489381.1
Prevent Reoccurrence with Code
Fixes – Doc ID: 1397581.1
TIP:
Functional End Users
C –Level & Project leads
Critical to know
Master Generic
Datafix
Diagnostics
(MGD/GDF)
Period Close
Helper (PCH) Recommended
Patch
Collection
(RPC)
Smoother
Period Close
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 60
Proactive checks with recommendations to prevent known
issues
Critical patches that have not been applied
Invalid objects along with error message and
solutions for common errors
Validations of setup and database conditions, e.g.,
Max extents and space issues
Multiple document checks that detect problems and find
solutions for a range of documents
Data corruption issues
Workflow errors with generic messages i.e. document
manager errors
Documents with workflows in error that cannot be
progressed via the application
Single document check prints all the information needed to
troubleshoot the problem with the approval process including
Table dumps
Workflow activity
Data integrity issues
The approval list
R12 PO Approval Analyzer
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 61
HCM (Human Capital Management) Technical Analyzer (1562530.1) Identifies and recommends HCM Best Practices.
Available for all E-Business Suite releases.
Immediate Analysis and Output of your HCM technical points
(performance checks, invalid objects, disabled triggers, database
issues, profile settings, packages and java classes version,
patching status).
Can be executed Standalone or as a Concurrent Request.
Provides .html output file that can be opened in any browser with
information structured with buttons.
Health Checks categorized based on severity with different levels of
attention required:
Error - identifies issues that would prevent correct HCM
functionalities.
Warning - identifies issues that could adversely affect the
HCM performance.
Advice - identifies points to improve.
Parameters decide the output sections:
Run Type output can include only ISSUES -
Advisor/Health Check (Output targeted to customer for
problem resolution. This option will display only those sections
where an issue or potential issue is identified).
ALL - Data Collector (Output geared to Oracle Support for
analysis. This option will display all information gathered and
also the issues identified and recommended notes).
You can choose the HCM Product (Benefits, Human
Resources, iRecruitment, Oracle Time and Labor, Payroll, Self
Service Human Resources).
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 62
OTL (Oracle Time and Labor) Analyzer (1580490.1) Complete diagnostics script including previous OTL diagnostics in
addition to new sections that scan OTL Setup and proactively provide
reminders/comments/warnings/errors about areas that might cause
potential problems in customer's environment.
Available for all E-Business Suite releases.
Immediate Analysis and Output of your OTL Environment (OTL setup
scan , performance checks, database object issues, profile settings,
patching status, specific timecard data).
Can saves a considerable amount of time when working with Oracle
Support.
Can be executed Standalone or as a Concurrent Request.
List of values available for persons, start date, hxt id or batch id.
Provides .html output file that can be opened in any browser with
information structured with tab pages and buttons.
Health Checks categorized based on severity with different levels of
attention required (Advice, Warning, Error) Parameters dictate the tabs included in output:
OTL technical information (version, patching, performance,
database objects).
OTL setup analyzer.
Employee Preferences.
Specific timecard data .
HXC (Self Service, Timekeeper, API) Timecard Data.
HXT (OTLR/PUI) Timecard Data.
Batch information.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 63
iP Item Analyzer Proactive checks with recommendations to prevent
Critical patches that have not been applied
Invalid objects along with error message and solutions
for common errors
Validations of setup conditions - for example, profile
options that may cause search issues
Multiple document checks that detect problems and find
solutions for a range of issues.
Data corruption issues
Purchasing categories not mapped
All items that do not have a shopping category mapped
to a purchasing category
Single document check prints all the information needed to
troubleshoot the problem with the search process, including:
Multiple checks to verify if item should be searchable in
iProcurement
Analyzes item on purchase orders to validate if the item
will appear in the search
Data integrity issues
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 64
Immediate Analysis and Output of ASCP Environment Identifies Entity Data Volume
Identifies Database parameter and recommendations
Identifies planning process programs run time trend
Easy to add tool for regular maintenance
Execute analysis anytime to compare trending from past outputs
R11i / R12: ASCP Performance Analyzer Script for Performance Monitoring
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 65
DCOGSDiag.sql to identify sales orders which constitute the Deferred Cost of Goods Sold (DCOGS)
account balance
Output of DCOGSDiag.sql is an excel file with multiple worksheets. Each worksheet represents sales
order information at different levels:
Sales Orders Created/Shipped within a given period
Invoice Not Created for Sales Orders
Data stuck in AR Interface
Invoiced Sales Orders but data Not moved to AR
Invoiced Sales Orders moved to AR
Sales Orders which are Revenue Recognized
Sales Orders which are COGS Recognized
Inventory Transactions for Sales Orders (MMT data)
Inventory Distributions for Sales Orders (MTA data)
Review the output columns and flags
Perform the recommended Action(s) to process the transaction
R12: DCOGS Balance Analyzer
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 66
Designed to be run when there are unprocessed / invalid SLA
records existing in the application
Understand the relevant errors and error messages
Analyze the cause of events and better understand the
resolution of the same
Easy to read HTML file
For Application Cost Management
Source: Inventory, WIP, Receiving
R12: SLA Unprocessed / Invalid Records Analyzer for Cost Management
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 67
Easily run the script from Sql*Plus as the
GLOGOWNER user
Identifies Entity Data Volume
Identifies Database Parameter and
recommendations
Identifies OTM processes volume
Warning messages in yellow provide clear
solutions
V6.2: OTM Analyzer for Analysis and Performance Monitoring
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 68
Printing, Reports, Pasta Analyzer
EBS Reports
Setup
Reports Font & Viewer Setup
Reports Upgrade with Oracle E-Business Suite Release 12
Troubleshooting
Consolidation of Reports Formatting & Report Errors
Common Reports APP-FND-00500 Errors
EBS Printing
Setup
Setting up Printer Drivers, Printer Initialization Strings, &
Printing Formatting
Installation & Setup of a Printer
Troubleshooting
Consolidation of Printing: Troubleshooting, Junk Characters,
Page Breaks,& Re-print Failures
Common Printing APP-FND-00500 Errors
EBS Pasta Printing
Setup
Pasta Printing Setup & Epson Printer Setup for Pasta
Printing
Changing Font Size for Pasta Printing
AND MORE ….
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 69
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 70
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