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Best Practices for Adopting Oracle
E-Business Suite, Release 12
An Oracle White Paper
June 2008

Best Practices for Adopting Oracle E-Business Suite,
Release 12

Introduction ....................................................................................................... 5
Implementing versus Upgrading .....................................................................5
Best Practices ..................................................................................................... 6
Project Best Practices ................................................................................... 6
Tip #1 – Allocate Enough Time for Your Project ............................. 6
Tip #2 – Determine the Appropriate Project Scope .......................... 6Tip #3 – Determine Your Upgrade Approach.................................... 7
Tip #4 – Plan for Required Financials Setup Steps ............................ 7
Tip #5 – Look for Opportunities to Simplify Your Project.............. 8
Tip #6 – Inventory Your Customizations and Prioritize Them for
Upgrade..................................................................................................... 8
Tip #7 – Consider Migrating Your Reports to Business Intelligence
Publisher .................................................................................................... 9
Tip #8 – Assemble a Project Team that Combines Technical and
Functional Skill Sets ................................................................................. 9
Tip #9 – InvolveYour Business Users at Every Project Phase........ 9
Tip #10 – Keep Your Project Team in Place through Your First
Financial Close ........................................................................................ 10
Tip #11 – Reexamine User Roles and Responsibilities and BusinessProcesses.................................................................................................. 10
Tip #12 – Consider Using Oracle’s Process Documentation and
End User Training Tools ...................................................................... 10
Tip #13 – Acquire Release 12 Knowledge ......................................... 11
Tip #14 – Fully Utilize Available Upgrade Documentation............ 12
Tip #15 – Use the Maintenance Wizard............................................. 12
Tip #16 – Stay Current with Latest Code .......................................... 13
Tip #17 – Stay Current with Latest Information .............................. 13
Pre- and Post-Upgrade Best Practices ..................................................... 15
Tip #18 – Clear Your Interfaces and Any Processing Exceptions. 15
Tip #19 – Review your PendingConcurrent Requests .................... 15
Tip #20 – Run Key Reports Before and After Your Upgrade ....... 15
Tip #21 – Review Your Custom Concurrent Program
Incompatibilities ..................................................................................... 15

Best Practices for Adopting Oracle E-Business Suite, Release 12

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Tip #22 – Review Concurrent Programs to EnsureProper Multiple
Organizations Access Control Settings ............................................... 16
Testing Best Practices................................................................................. 16
Tip #23 – Develop a Robust Testing Strategy .................................. 16
Tip #24 – Test with Upgraded As Well as New Data and at Full
Volumes................................................................................................... 17
Tip #25 – Do Load and Volume Testing........................................... 17
Product-Specific Considerations and Tips .................................................. 17
Payables ........................................................................................................ 18
Overview...