Oracle R12 Upgrade PNG Update

Oracle PLUG Subscribers,

Many individuals (Oracle Corp, HP, County) are busy working on upgrading the Oracle Financial application from 11.5.7 to Release 12. As it relates or impacts the Projects & Grants (PNG) community, listed below are the primary areas that you will see some change. For the most part, the look and feel of the standard PNG forms will not be changing. These changes will happen during the go-live scheduled to occur right after the Thanksgiving weekend in November 2011. Training (Classroom and/or LMS) will be provided in these primary areas of change.

Primary Areas of Change:

Project Approval Workflow – streamed lined process (removing unnecessary steps and no longer having to select a status before submitting).

Internal Agreements (IAs) – Rebuilding the Internal Agreement Form and IA Document Manger using the new Fusion Middleware technology. This will change the look and feel of the Internal Agreement Form and IA Document Manger. The functionality remains the same (same business process and validations).

MTB (future DART Reallocation) – Rebuilding the MTB form using the new Fusion Middleware technology. This will change the look and feel of the future DART Reallocation form. The functionality remains the same (same business process), except for some improved upload validations, a preview accounting feature to assist in the review and approval of batches, and splitting the amount column into a debit and credit column. Attached are some screen shots to demonstrate the change to the look and feel of the form.

PNG Responsibilities – PNG will have the biggest change of all the Oracle modules in changing responsibilities. The focus is breaking out all the transactional functions into its own responsibility (IA Requestor, IA Provider, Reallocation Entry, Reallocation Approval, Project Maintenance, Award Maintenance, Event Entry, Labor Corrections, etc.). This allows for greater flexibility in mixing and matching the functions to meet a department user’s needs and assist with users in understanding what the particular responsibility does. The mapping of the existing 11.5.7 responsibilities to the new R12 responsibilities will be provided to the department’s Change Agents and Oracle Financial Authorizers to assist with the changes required to a users Oracle account in R12 at go-live.

As we progress in the testing of these PNG functions, some department users will be asked to participate in various areas of testing. More information about the status of the Oracle upgrade is available on the Uplink web site at http://cwss/sites/cto/bas/oracle/uplink/default.aspx.   Also, you can ask your department’s Change Agent for more information about the upgrade project. If you don’t know who your Change Agent is, a list is provided on the Uplink web site at http://cwss/sites/cto/bas/oracle/uplink/change_management/Change%20Agent%20Library/Forms/AllItems.aspx.

If you have any questions or comments, please contact Eyah Jerauld (eyah.jerauld@sdcounty.ca.gov).