R12 Rup6 RCD

ORACLE E-BUSINESS SUITE
RELEASE CONTENT DOCUMENT

Release Update Pack 12.0.6 (RUP6)
Prepared by E-Business Suite Program Management

Last Updated:
December 16, 2008
Version:
1.1
Copyright 2008 Oracle Corporation

All Rights Reserved
Table of Contents
1.
Disclaimer
2.
Introduction
2.1.
Purpose of Document
2.2.
Release Overview
2.3.
Reference Documents
3.
New and Changed Features in Applications Technology
3.1.
Oracle Application Object Library
3.1.1. Release 12.0.3 (RUP3)

3.1.1.1.
Custom Directory Information Tree (DIT)
3
3
Oracle Applications Framework
3.2.1. Release 12.0.3 (RUP3)

3.2.1.1.
Expose HGrids Record Set Size for Administrator Personalization
3.2.2. Release 12.0.6 (RUP6)
3.2.2.1.
Record History
3.2.2.2.
Reference Fields
3
3
3
3
3
Oracle Applications DBA
3.3.1. Release 12.0.2 (RUP2)

3.3.1.1.
Change Base Language Script
4
4
Oracle Applications Technology Stack
3.4.1. Release 12.0.2 (RUP2)

3.4.1.1.
New Technology Inventory Report
3.4.1.2.
OC4J Load Balancing
3.4.2. Release 12.0.6 (RUP6)
3.4.2.1.
AutoConfig Performance Enhancements
4
4
4
4
4
Oracle E-Business Suite Diagnostics
3.5.1. Release 12.0.3 (RUP3)

3.5.1.1.
Diagnostics Execution Engine and User Interface Enhancements
3.5.2. Release 12.0.4 (RUP4)
3.5.2.1.
New and Revised Diagnostic Tests
3.5.3. Release 12.0.6 (RUP6)
3.5.3.1.
Diagnostics Enhancements
5
5
5
5
7
7
Oracle E-Business Suite Secure Enterprise Search
3.6.1. Release 12.0.6 (RUP6)

3.6.1.1.
Search Modeler
7
7
Oracle Report Manager
3.7.1. Release 12.0.6 (RUP6)

3.7.1.1.
Publishing to Multiple Worksheets
7
7
Oracle XML Gateway
3.2.
3.3.
3.4.
3.5.
3.6.
3.7.
3.8.
Oracle E-Business Suite Release Content Document, Release Update Pack 12.0.6
ii
3.8.1. Release 12.0.3 (RUP3)

3.8.1.1.
Improved Error Notification from XML Gateway
7
7
4.
New and Changed Features in Asset Lifecycle Management
4.1.
Oracle Install Base
4.1.1. Release 12.0.3 (RUP3)

4.1.1.1.
Part or Serial Number Update of Item Instance Used by CMRO
4.1.1.2.
Processing of MACD Order Lines via Concurrent Program instead of SFM
9
9
9
5.
New and Changed Features in Business Intelligence and Corporate Performance Management
10
5.1.
Oracle Balanced Scorecard
10
5.1.1. Release 12.0.3 (RUP3)

5.1.1.1.
Enable Trend Icon in Scorecard Views and Strategic Objective Reports
5.1.1.2.
Five Performance Color Bands
5.1.1.3.
Enhanced Scorecard Migration
5.1.1.4.
Multi-Year Display Capability
5.1.1.5.
New Simulation Designer
5.1.1.6.
Improved Performance Assessment Capabilities
5.1.1.7.
Scorecard-level Logo
10
10
10
10
10
10
11
11
Oracle Daily Business Intelligence for Financials
11
5.2.1. Release 12.0.2 (RUP2)

5.2.1.1.
Receivables and Collections Management
5.2.1.2.
Profit and Loss Analysis
5.2.1.3.
Company and Cost Center Security Setup with WebADI
11
11
12
12
Oracle Enterprise Performance Foundation
12
5.3.1. Release 12.0.3 (RUP3)

5.3.1.1.
Enhanced Data Inspector and Fusion Intelligence for Corporate Performance Management
12
12
Oracle Fusion Intelligence for E-Business Suite
13
5.4.1. Release 12.0.2 (RUP2)

5.4.1.1.
New Fusion Intelligence Applications
13
13
Oracle Profitability Manager
13
5.5.1. Release 12.0.3 (RUP3)

5.5.1.1.
Enhanced Mapping Wizard
13
13
6.
New and Changed Features in Financials
14
6.1.
Oracle Assets
14
6.1.1. Release 12.0.3 (RUP3)

6.1.1.1.
Assets: Japan Depreciable Assets Tax Report
6.1.2. Release 12.0.5 (RUP5)
6.1.2.1.
Japan 2007 Fixed Assets Tax Changes
14
14
14
14
Oracle iSetup
14
6.2.1. Release 12.0.3 (RUP3)

6.2.1.1.
iSetup APIs
14
14
Oracle Financials for Asia Pacific
15
6.3.1. Release 12.0.3 (RUP3)

6.3.1.1.
China National Accounting Office (CNAO) Support
15
15
Oracle Financials for EMEA
15
5.2.
5.3.
5.4.
5.5.
6.2.
6.3.
6.4.
6.4.1. Release 12.0.3 (RUP3)

15
6.4.1.1.
XML Publisher Report Extracts for Fixed Assets and Payments
15
6.4.2. Release 12.0.4 (RUP4)
15
6.4.2.1.
XML Publisher Report Extracts for Fixed Assets, Cash Management, General Ledger, Subledger Accounting,
Receivables, Bill Presentment, Payables, Regional Localizations, and Financials Common Modules
15
6.4.2.2.
UK Reverse Charges VAT
16
iii
6.5.
Oracle Financials for India
16
6.5.1. Release 12.0.3 (RUP3)

6.5.1.1.
Financials for India: Statutory Updates
6.5.2. Release 12.0.4 (RUP4)
6.5.2.1.
Financials for India: Statutory Updates and Forward-Ported Bug Fixes
16
16
16
16
Oracle Payables
17
6.6.1. Release 12.0.3 (RUP3)

6.6.1.1.
Payables: US Form 1099 Legislative Changes
6.6.2. Release 12.0.4 (RUP4)
6.6.2.1.
17
17
17
17
Oracle Payments
18
6.7.1. Release 12.0.3 (RUP3)

6.7.1.1.
Master Card S Record Compliance
6.7.1.2.
Visa Compliance Table / Discover Qualification Table for FDC
6.7.1.3.
Amex CAPN Enhancement
6.7.1.4.
FDC Servlet Load Balancing
6.7.2. Release 12.0.6 (RUP6)
6.7.2.1.
Multiple Divisions per Settlement Batch Enhancement
6.7.2.2.
Paymentech Certification
6.7.2.3.
SEPA Credit Transfer Initiation Messages
18
18
18
18
18
19
19
19
19
Oracle Public Sector Financials International
19
6.8.1. Release 12.0.3 (RUP3)

6.8.1.1.
Uptake of Construction Industry Scheme and Dossier Functionality
6.8.2. Release 12.0.4 (RUP4)
6.8.2.1.
Extension of Oracle Financials Functionality
6.8.2.2.
Inflation Accounting for Assets
6.8.3. Release 12.0.6 (RUP6)
6.8.3.1.
Contract Commitments Integration with Self Service Purchasing
19
19
20
20
21
21
21
Oracle Subledger Accounting
21
6.9.1. Release 12.0.3 (RUP3)

6.9.1.1.
Supporting References
21
21
Oracle Transfer Pricing
21
6.10.1. Release 12.0.3 (RUP3)

6.10.1.1.
Add-on Rates
6.10.1.2.
Flexible Column Output
6.10.1.3.
Cross Currency Copy of Assumptions
6.10.1.4.
Import, Export, and Migrate Business Rules
21
21
21
21
22
7.
New and Changed Features in Human Resources
23
7.1.
Oracle Advanced Benefits
23
7.1.1. Release 12.0.3 (RUP3)

7.1.1.1.
Reopen Life Events Process
7.1.1.2.
Open Enrollment Window Modification
7.1.1.3.
Tracking Ineligible to Ineligible Row Creation
7.1.1.4.
Additional Input Parameters for Fast Formulas
23
23
23
23
23
Oracle Compensation Workbench
23
7.2.1. Release 12.0.2 (RUP2)

7.2.1.1.
View All Compensation Detail Reports without Changing Responsibilities
7.2.1.2.
Provide Responsibility-Based Plan Access to Administrators
7.2.1.3.
Reduce Post Processing Time between Multiple Business Organizations
7.2.1.4.
Perform Dynamic Calculations in Multiple Columns
23
23
24
24
24
Oracle HRMS for Australia
24
6.6.
6.7.
6.8.
6.9.
6.10.
7.2.
7.3.
7.3.1. Release 12.0.3 (RUP3)

24
7.3.1.1.
Nominate Employee Termination Payments (ETP) as Transitional or Non-Transitional Life Benefit Payments
24
iv
7.3.1.2.
Comply with Statutory Updates for EOY 2007
25
7.3.1.3.
Override the Eligibility Set on the Element to Pay the Long Service Leave Amount
26
7.3.2. Release 12.0.4 (RUP4)
26
7.3.2.1.
Multiple ETP Payment Summary
26
7.3.3. Release 12.0.5 (RUP5)
26
7.3.3.1.
Pay Multiple Employment Termination Payments (ETP) and Generate Separate ETP Payment Summaries
26
7.3.3.2.
Display Multiple ETPs on Termination Report
26
7.3.3.3.
Use the Changed ETP Payment Summary Layout 2007
26
7.3.3.4.
Report Employees Tax File Number (TFN) to Super Fund
26
7.3.3.5.
Calculate Extra Withholding Amounts for Advance Payments
27
7.3.3.6.
Deduct Retro Pretax Amounts from Retro Earnings
27
7.4.
Oracle HRMS for China
27
7.4.1. Release 12.0.3 (RUP3)

27
7.4.1.1.
Specify Tax and Social Insurance Contribution Area Codes Using a Maximum of 3 Characters
27
7.4.2. Release 12.0.5 (RUP5)
27
7.4.2.1.
Count the Year of Service for Calculating Severance Payments
27
7.4.2.2.
Display Employee Numbers Greater Than Five Characters Using Direct Deposit
27
7.4.2.3.
Represent Tax Areas and Social Insurance Contribution Area Codes Using a Maximum of Three Characters
28
7.4.2.4.
Use New Tax Exempt Amount to Meet Statutory Requirements
28
7.4.2.5.
Calculate the Average Monthly Working Days Using New Value
28
7.5.
7.6.
7.7.
7.8.
Oracle HRMS for Denmark
28
7.5.1. Release 12.0.3 (RUP3)

7.5.1.1.
Record Maternity/Adoption Absences
7.5.1.2.
Select Holiday Accrual during Maternity/Adoption Leave
7.5.1.3.
Record and Use the Public Holiday Accrual and Payment Rates
7.5.1.4.
Process Multiple Pension Payments for Employees Based on 2006 Legislative Changes
7.5.1.5.
Use the Notional Pay Classification for Deduction Elements Not Payable to the Employee
7.5.1.6.
Use the Enhanced Absence Maternity Element to Process Part Time Maternity Absences
7.5.1.7.
Use the Modified Company Car Benefits in Kind functionality
7.5.1.8.
Create Lunar Period Payrolls
7.5.1.9.
Print Batch Payslips
7.5.1.10.
Process Payments for Employees Based on 2007 Legislative Changes
7.5.1.11.
Classify the Employees as Salaried/Hourly to Process Payrolls
7.5.1.12.
Use the Balance Initialization Process
7.5.1.13.
Use RetroPay Functionality to Pay Backdated Amounts to Employees
7.5.1.14.
Override the use of Normal Periodic Deduction Value in Tax Calculation
7.5.2. Release 12.0.4 (RUP4)
7.5.2.1.
Support the Payment Electronic File Format Changes
28
28
28
28
28
29
29
29
29
29
29
29
29
29
30
30
30
Oracle HRMS for Finland
30
7.6.1. Release 12.0.3 (RUP3)

7.6.1.1.
Use the New Pension Insurance Type to Generate Pension Payments and Reports
7.6.1.2.
Generate the Statutory Payroll Reports
7.6.1.3.
Calculate and Report the Subsidy for Low-paid Employees
7.6.1.4.
7.6.1.5.
30
30
30
30
30
31
Oracle HRMS for Hong Kong
31
7.7.1. Release 12.0.3 (RUP3)

7.7.1.1.
Specify the Format for Your Statement of Earnings
7.7.2. Release 12.0.4 (RUP4)
7.7.2.1.
Calculate Proportionate Earnings during Changes in a Payroll Period
31
31
31
31
Oracle HRMS for India
31
7.8.1. Release 12.0.3 (RUP3)

7.8.1.1.
Statutory Change to Exempt Employees from Paying Employee ESI Contribution
7.8.2. Release 12.0.5 (RUP5)
31
31
32
7.8.2.1.
7.8.2.2.
7.8.2.3.
7.9.
7.10.
Rehire Employees Before their Final Close Date

Generate and Print Provident Fund Monthly Report and e-files
Comply with Statutory Updates for 2007
32
32
32
Oracle HRMS for Ireland
33
7.9.1. Release 12.0.3 (RUP3)

7.9.1.1.
Run the Tax Credit Upload Process to Validate Accurate Revenue File Checking
7.9.2. Release 12.0.5 (RUP5)
7.9.2.1.
Comply with Recent Statutory Updates
33
33
33
33
Oracle HRMS for Japan
34
7.10.1. Release 12.0.3 (RUP3)

34
7.10.1.1.
Print Employee Number on Published Insurance Premium Exemption and Spouse Special Deduction Form for
Salary Earner
34
7.10.1.2.
Calculate and Archive Accident Insurance Information
34
7.10.2. Release 12.0.4 (RUP4)
34
7.10.2.1.
Statutory Changes for 2007
34
7.11.
7.12.
7.13.
7.14.
Oracle HRMS for Korea
35
7.11.1. Release 12.0.3 (RUP3)

7.11.1.1.
Meet the Statutory Updates for the YEA Tax Receipt for 2007
7.11.2. Release 12.0.4 (RUP4)
7.11.2.1.
Comply with Statutory Changes for 2007
7.11.3. Release 12.0.5 (RUP5)
7.11.3.1.
Comply with the Updated Layout for Year End Adjustment Ledger Report and the RTF Template
7.11.3.2.
Display Non-Taxable Earnings in Non-Statutory and Statutory Separation Pay Tax Receipt
7.11.3.3.
Use the Updated Exemption Rate for Investment Partnership
7.11.3.4.
Calculate the Tax Break Amount Using the New Value
7.11.3.5.
Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions
7.11.3.6.
Record Donation Receipt Number for Easy Identification
7.11.3.7.
Exclude Double Exemption for Medical Expenses
7.11.3.8.
Comply with the YEA Reclaim Sheet Layout Changes
7.11.3.9.
Comply with the Latest Statutory Changes for 2008
7.11.3.10. Use the Updated Health Insurance and National Pension Premium Rates
7.11.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted Child
7.11.3.12. Use the Updated Foreign Worker Income Exemption Rates
7.11.3.13. Record Both Summary and Details for Medical Expenses
35
35
35
35
36
36
36
36
36
36
36
37
37
37
37
37
37
38
Oracle HRMS for Kuwait
38
7.12.1. Release 12.0.3 (RUP3)

7.12.1.1.
Produce Report 166 for the PIFSS Based on Revised Rates
38
38
Oracle HRMS for Mexico
38
7.13.1. Release 12.0.3 (RUP3)

7.13.1.1.
Manage Social Security Information through Integrated Archiver
7.13.1.2.
Successfully Create and Save GRE Organizations
7.13.1.3.
Implement and Archive Change of GRE for Employees
7.13.1.4.
Specify Names of Over 15 Characters as Timecard Approvers
7.13.1.5.
Specify Legal Employer when Running the DIM Report
7.13.1.6.
Run QuickPay with IDW Elements in Spanish Instances
7.13.1.7.
View IDSE File Content More Easily
7.13.1.8.
Access State Tax Rules DFF without Errors
7.13.1.9.
Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors
7.13.2. Release 12.0.4 (RUP4)
7.13.2.1.
North American 2007 Reporting Enhancements and Statutory Updates
7.13.3. Release 12.0.5 (RUP5)
7.13.3.1.
Comply with Employer State Tax Changes
7.13.3.2.
Comply with ISR Tax Changes
38
38
39
39
39
39
39
39
39
39
40
40
40
40
40
Oracle HRMS for Netherlands
40
7.14.1. Release 12.0.3 (RUP3)

7.14.1.1.
Make the Civilian Service Number Optional (Previously the SOFI Number)
40
40
vi
7.14.1.2.
Use New Dutch First Day Notification Report
7.14.1.3.
Group Multiple Assignments by Employer
7.14.1.4.
Use New Profile Options
7.14.1.5.
Support Refund of ZVW Contributions to Employees
7.14.1.6.
Include Latest Assignment Details in the Dutch ATS Reports
7.14.1.7.
Use Enhanced Life Saving Scheme Features
7.14.1.8.
Use Updated Reports to Support Legislative Changes
7.14.1.9.
Use New Wage Subsidies for Payroll Processing
7.14.1.10. Support for Late Hire Processing in Payroll
7.14.1.11. Use the New Adjustment Component to Carry Forward Earnings
7.14.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low Pension Schemes
7.14.1.13. Use the Modified Dutch Annual Tax Statement Report
7.14.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of User Element
7.14.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values
7.14.1.16. Configure Precision of Maximum Salary Type
7.14.2. Release 12.0.4 (RUP4)
7.14.2.1.
Year End Report
40
40
41
41
41
41
41
42
42
42
42
42
43
43
43
44
44
Oracle HRMS for New Zealand
44
7.15.1. Release 12.0.3 (RUP3)

7.15.1.1.
Contribute and Report the KiwiSaver Deductions to Inland Revenue
44
44
Oracle HRMS for Norway
44
7.16.1. Release 12.0.3 (RUP3)

7.16.1.1.
Use the Documents of Record Functionality to Store Document Information
7.16.1.2.
Use the Modified NUS-2000 Code for the Employees Qualification Type
7.16.1.3.
Process Holiday Pay for Your Employees
7.16.1.4.
Process All Absence Categories to Administer Absence Pay Effectively
7.16.1.5.
Generate Sickness Leave and Absence Statistics Report
7.16.1.6.
Calculate the Impact of Reimbursements of Absence and Holiday Pay on Employer Contribution
7.16.1.7.
Use the Self-Service Tax Card Interface to Enter Tax Card Details
7.16.1.8.
Generate Online Payslip
7.16.1.9.
Stay informed with New Payroll Reports
7.16.1.10. Process Payments for Employees Based on 2006 Taxation Changes
7.16.1.11. Process Payments for Employees Based on 2006 Legislative Changes
7.16.1.12. Support Recent Legislative Changes
7.16.1.13. Use Advance Pay to Pay Employees in Advance
7.16.1.14. Use RetroPay Functionality to Pay Backdated Amounts to Employees
7.16.1.15. Print Batch Payslips
7.16.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run Result Values
7.16.1.17. Implement Mandatory Occupational Pension Scheme
7.16.1.18. Use the Balance Initialization Process
7.16.1.19. Improve the Performance of Oracle Payroll Processing
44
44
44
44
44
45
45
45
45
45
46
46
46
46
46
47
47
47
47
48
Oracle HRMS for Singapore
48
7.17.1. Release 12.0.3 (RUP3)

7.17.1.1.
Use Revised Foreign Workers Levy Rates and New Permit Categories
7.17.1.2.
Comply with New Regulations of the Central Provident Fund
48
48
48
Oracle HRMS for South Africa
48
7.18.1. Release 12.0.3 (RUP3)

7.18.1.1.
Generate and Submit Workplace Skills Plan Reports
7.18.2. Release 12.0.4 (RUP4)
7.18.2.1.
UIF Annual Limit
7.18.3. Release 12.0.5 (RUP5)
7.18.3.1.
Comply with Statutory Updates for End of Year (EOY) 2008
48
48
49
49
49
49
Oracle HRMS for Sweden
49
7.19.1. Release 12.0.3 (RUP3)

7.19.1.1.
Process Holiday Pay for Your Employees
7.19.1.2.
49
49
49
vii
7.15.
7.16.
7.17.
7.18.
7.19.
7.20.
7.21.
7.22.
7.19.1.3.
Process Sickness Pay for Your Employees
7.19.1.4.
Generate Online Payslip
7.19.1.5.
Use the Tax Card User Interface to Enter Tax Card Details
7.19.1.6.
Manage End of Year Changes for 2006
7.19.1.7.
Generate Payroll Reports for Statutory Compliance
7.19.2. Release 12.0.5 (RUP5)
7.19.2.1.
Generate and Submit ALECTA Report
7.19.2.2.
49
50
50
50
50
50
50
51
Oracle HRMS for United Kingdom
51
7.20.1. Release 12.0.3 (RUP3)

7.20.1.1.
No Longer Need to Specify the National Identifier When Hiring Employees in SSHR
7.20.1.2.
Calculate Accurate Average Earnings for Employees with Multiple Assignments
7.20.1.3.
Generate Accurate Payroll Calculations Subsequent to Performing a Reverse Payroll Run
7.20.1.4.
Display Accurate Details in the Payroll Summary Report
7.20.1.5.
Accurately Employ Adjustments Against Court Order Elements
7.20.1.6.
Specify Average Earning Amounts for Maternity Pay
7.20.1.7.
Display the Correct Week in the Pay Advice Report
7.20.1.8.
Use the Date Worked Payment Method to Pay Non-Recurring Claims
7.20.2. Release 12.0.5 (RUP5)
7.20.2.1.
Use the New NUVOS Pension Scheme to Comply with Recent Statutory Updates
7.20.2.2.
Use the New Local Government Pension Scheme (LGPS) to Comply with Statutory Changes
7.20.2.3.
Comply with Statutory Changes to P46 Car EDI
7.20.2.4.
Comply with Statutory Updates to P14 EDI
7.20.2.5.
Comply with Pre-Budget Statutory Updates
7.20.2.6.
Comply with Start of Year Statutory Updates
7.20.2.7.
Comply with NI Rollup Statutory Updates
7.20.2.8.
Comply with Statutory Updates to In Year Filing Reports
51
51
51
51
51
51
52
52
52
52
52
52
52
52
53
53
53
53
Oracle HRMS for United States
54
7.21.1. Release 12.0.4 (RUP4)

7.21.1.1.
Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5, and IPEDS Reports
7.21.1.2.
Obtain VETS-100 Reports Based on the Previous Year
7.21.1.3.
Statutory Changes to EEO-1 Paper and Magnetic Reports
7.21.1.4.
Control Resident Wage Accumulation and Tax Calculation
7.21.1.5.
Use Open Plan Solution Formats for TIAA-CREF Files
7.21.1.6.
Capture Make-up Amounts for Roth Contributions on W-2s
7.21.1.7.
Identify Initial and Subsequent Corrections on W-2Cs
7.21.1.8.
Submit the Florida State Quarterly Wage Listings File in XML Format
7.21.2. Release 12.0.5 (RUP5)
7.21.2.1.
Comply with State of Maryland - W-2 Magnetic Media Updates
7.21.2.2.
Comply with Social Security Administration Changes
7.21.2.3.
Comply with JIT and School District Updates
54
54
54
55
55
55
55
55
56
56
56
56
56
Oracle Labor Distribution
56
7.22.1. Release 12.0.3 (RUP3)

56
7.22.1.1.
Use Employee Work Schedules to Distribute and Encumber Labor Costs
56
7.22.1.2.
Set Up Clearing Accounts for Multiple Payrolls
57
7.22.1.3.
Process Payroll Reversals, Balance Adjustments, and Retroactive Payments More Easily
57
7.22.1.4.
Specify Accounting Dates When Transferring Distribution Lines to Oracle General Ledger, Oracle Projects,
and Oracle Grants Accounting
57
7.22.1.5.
Use Parameter Sets to Run Scheduling and Distribution Reports More Easily
57
7.22.2. Release 12.0.5 (RUP5)
57
7.22.2.1.
Rollback Create Distribution Lines Process for All Periods by Providing the Highest Time Period Name
57
7.22.2.2.
Use New Predefined Salary Cap Rates
58
7.22.2.3.
Control the Behavior of the Import Process
58
7.23.
Oracle Learning Management
58
7.23.1. Release 12.0.2 (RUP2)

7.23.1.1.
Check Duplicate Contacts for External Learners
58
58
viii
7.23.2. Release 12.0.5 (RUP5)

7.23.2.1.
Use Keywords to Search for Courses in OLM
58
58
Oracle iRecruitment
58
7.24.1. Release 12.0.3

7.24.1.1.
Automatically Enroll New Hires into Compensation Plans Included in their Jobs Offers
58
58
Oracle Self-Service Human Resources
59
7.25.1. Release 12.0.2 (RUP2)

7.25.1.1.
Allow Transition Initiator to Delete Pending for Approval Transactions
7.25.1.2.
Self-Service Change Pay Rate Functionality
59
59
59
Oracle Talent Management
60
7.26.1. Release 12.0.4 (RUP4)

7.26.1.1.
Manage Offline Appraisals
7.26.1.2.
Web ADI Support for Succession Planning Data Update
60
60
60
Oracle Time and Labor
60
7.27.1. Release 12.0.2 (RUP2)

7.27.1.1.
Automatic Days-to-Hours Conversion
7.27.1.2.
Mixed Format Entries
60
60
60
Oracle US Federal Human Resources
61
7.28.1. Releases 12.0.5 (RUP5)

7.28.1.1.
Process Pay for Employees Based on the Title 38 Public Law
7.28.1.2.
Use Multiple Legal Authority Descriptions When Processing AFHR Employees
61
61
61
8.
New and Changed Features in Logistics
62
8.1.
Oracle Warehouse Management
62
8.1.1. Release 12.0.6 (RUP6)

8.1.1.1.
API to enable LPN Reuse
8.1.1.2.
Over-allocation Support for Pick Release
8.1.1.3.
Transacting Reserved LPNs
62
62
62
62
9.
New and Changed Features in Manufacturing
63
9.1.
Oracle Discrete Manufacturing
63
9.1.1. Release 12.0.4 (RUP4)

9.1.1.1.
Iterative Periodic Average Costing (IPAC) for Brazil
63
63
Oracle Process Manufacturing
63
9.2.1. Release 12.0.2 (RUP2)

9.2.1.1.
Manufacturing Execution System Enhancements
9.2.2. Release 12.0.3 (RUP3)
9.2.2.1.
OPM Process Execution: Lot UOM Conversion Batch Update
9.2.2.2.
OPM Financials: Detailed Subsidiary Ledger Report
9.2.2.3.
OPM Financials: Non-Recoverable Taxes Support in Actual Costing
9.2.2.4.
OPM Financials: Reconciliation Enhancements in Actual Costing
9.2.3. Release 12.0.6 (RUP6)
9.2.3.1.
OPM Process Execution and OPM Product Development: Fixed Process Loss
9.2.3.2.
OPM Process Execution and OPM Product Development: DFF for Step Material Associations
9.2.3.3.
OPM Process Execution: LPN Support in OPM Desktop Forms
9.2.3.4.
OPM Regulatory Management: European Regulatory Compliance
63
63
64
64
64
64
64
65
65
65
65
66
10.
New and Changed Features in Marketing and Sales
67
10.1.
Oracle Quoting
67
10.1.1. Release 12.0.6 (RUP6)

10.1.1.1.
Deal Management Integration
67
67
Oracle Sales
67
10.2.1. Release 12.0.3 (RUP3)

10.2.1.1.
Item Update
67
67
7.24.
7.25.
7.26.
7.27.
7.28.
9.2.
10.2.
ix
10.2.1.2.
CAC Notes Region Uptake
10.2.1.3.
Address Location Sharing between Organization and Contact
10.2.2. Release 12.0.6 (RUP6)
10.2.2.1.
Sales Representative Dashboard Enhancements
67
68
68
68
Oracle Sales for Handhelds
68
10.3.1. Release 12.0.6 (RUP6)

10.3.1.1.
Outlook 2007 Certification
68
68
Oracle Sales Contracts
69
10.4.1. Release 12.0.2 (RUP2)

10.4.1.1.
User-Defined Variables with PL/SQL Procedures as Source
69
69
11.
New and Changed Features in Order Management
70
11.1.
Oracle Order Management
70
10.3.
10.4.
11.1.1. Release 12.0.2 (RUP2)

70
11.1.1.1.
Integration between Oracle Order Management (including Oracle Shipping Execution) and Oracle
Transportation Management
70
12.
New and Changed Features in Procurement
71
12.1.
Oracle iSupplier Portal
71
12.1.1. Release 12.0.3 (RUP3)

12.1.1.1.
Forward Port of JFMIP/FSIO from 11.5.10 to R12 for Federal Customers
71
71
Oracle Procurement Contracts
72
12.2.1. Release 12.0.2 (RUP2)

12.2.1.1.
User-Defined Variables with PL/SQL Procedures as Source
72
72
Oracle Purchasing
72
12.3.1. Release 12.0.2 (RUP2)

12.3.1.1.
Integration between Oracle Purchasing and Oracle Transportation Management
12.3.1.2.
iSetup APIs
72
72
73
13.
New and Changed Features in Projects
74
13.1.
Oracle Grants Accounting
74
13.1.1. Release 12.0.6 (RUP6)

13.1.1.1.
Marking Encumbrance Items for Burden Recalculation
74
74
Oracle Project Resource Management
74
13.2.1. Release 12.0.3 (RUP3)

13.2.1.1.
Viewing At-Completion Amounts
13.2.1.2.
Choosing Displayed Currency
13.2.1.3.
Reporting Plan Type Data in Context
74
74
74
74
14.
New and Changed Features in Service
75
14.1.
Depot Repair
75
14.1.1. Release 12.0.2 (RUP2)

14.1.1.1.
Pricing Formula Support
14.1.2. Release 12.0.4 (RUP4)
14.1.2.1.
Display Service Request DFF on Depot Repair Workbench
75
75
75
75
Oracle Field Service
75
14.2.1. Release 12.0.3 (RUP3)

14.2.1.1.
Google Maps Integration
75
75
Oracle Mobile Field Service
76
14.3.1. Release 12.0.3 (RUP3)

14.3.1.1.
Scheduled Task Notification
76
76
Oracle Service Contracts
76
14.4.1. Release 12.0.2 (RUP2)
76
12.2.
12.3.
13.2.
14.2.
14.3.
14.4.
14.4.1.1.
14.5.
Mass Update Functionality
76
Oracle Teleservice
76
14.5.1. Release 12.0.6 (RUP6)

14.5.1.1.
User Hook for Charges Pricing API
76
76
15.
New and Changed Features in Supply Chain Planning
77
15.1.
Oracle Advanced Supply Chain Planning
77
15.1.1. Release 12.0.3 (RUP3)

15.1.1.1.
Strategic Network Optimization - Integration to EBS R12
15.1.1.2.
Production Scheduling - Integration to EBS R12
77
77
77
Oracle Demantra Demand Management
77
15.2.1. Release 12.0.4 (RUP4)

15.2.1.1.
Demand Management and Real-Time Sales and Operations Planning Integration
77
77
16.
New and Changed Features for Aerospace, Defense, and Transportation
78
16.1.
Oracle Complex Maintenance, Repair, & Overhaul (CMRO)
78
16.1.1. Release 12.0.3 (RUP3)

16.1.1.1.
Item Number and Serial Number Change
16.1.2. Release 12.0.4 (RUP4)
16.1.2.1.
Associate Access Panels to Routes and Operations
16.1.2.2.
Search Unit Maintenance Plan based on Visit and Department
16.1.2.3.
Add Planned End Date to Visit Search Results
16.1.2.4.
Add Item Description to Material Requirement Search Results
16.1.2.5.
Add Unit and Serial Number to Workorder Search Results
16.1.2.6.
Add Maintenance Requirements to a Non-Routine on the Shopfloor
16.1.2.7.
Ability to Perform a Maintenance Requirement Multiple Times in a Visit
16.1.2.8.
Option to Automate the Parts Return Process
16.1.2.9.
Option to Create a Non-Routine Workorder When Removing a Part from Unit Configuration
16.1.2.10. Access to Cancel Workorder Functionality Optionally Restricted to Super Users
16.1.2.11. Public API for Issuing and Returning Material to a Workorder
16.1.2.12. Visit Link within the Unit Maintenance Plan Search Results
78
78
78
78
78
78
79
79
79
79
79
80
80
80
80
17.
New and Changed Features for Public Sector/University
82
17.1.
82
17.1.1. Release 12.0.6 (RUP6)

17.1.1.1.
Marking Encumbrance Items for Burden Recalculation
82
82
15.2.
xi
1.
Disclaimer
This Release Content Document (RCD) describes product features that are proposed for the
specified release of the Oracle E-Business Suite. This document describes new or changed
functionality only. Existing functionality from prior releases is not described. It is intended
solely to help you assess the business benefits of upgrading to the specified release of the
Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and Service
Agreement, which has been executed and with which you agree to comply. This document
and information contained herein may not be disclosed, copied, reproduced or distributed to
anyone outside Oracle without prior written consent of Oracle. This document is not part
of your license agreement nor can it be incorporated into any contractual agreement with
Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. 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 in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the code.
Purpose of Document
2.
Introduction
2.1.
Purpose of Document
The Suite-wide Release Content Document (RCD) communicates information about new or
changed functionality introduced in Release Update Packs (RUP) of the Oracle E-Business
Suite Release 12 (R12).
Existing functionality in R12 or prior releases is not described in this document. However,
content introduced in previous R12 RUP releases has been included in this document and
denoted accordingly.
For a complete overview of all new functionality in included in R12 and subsequent
Release Update Packs, this document should be read in conjunction with the base product
RCD published with Release 12.0.0. The base product RCDs can be found on MetaLink:
Release Content Documents for E-Business Suite R12, MetaLink Note 404152.1.
2.2.
Release Overview
The Release Update Pack (RUP) improves and streamlines the update and maintenance
processes, offering a "one-patch" update solution to customers. The RUP combines patches
across the E-Business Suite into a single, thoroughly tested, high-quality patch to deliver
system updates made available after the initial release of 12.0. The updates are
predominantly error corrections and statutory/regulatory updates. For certain products,
enhancements to selected functionality may also be included.
2.3.
Reference Documents
Name
Location
Release Content Documents for MetaLink Note 404152.1

E-Business Suite R12
Completion Date
January 8, 2007
Purpose of Document
3.
New and Changed Features in Applications Technology

3.1.

3.1.1.
Release 12.0.3 (RUP3)

3.1.1.1.
Custom Directory Information Tree (DIT)
Support Realm configuration in OID for createBase, searchBase, and

commonNameAttribute. CreateBase is where an OID user for EBIZ will be created.
SearchBase is which OID node to start search with. CommonNameAttribute is what
attribute to be used for cn for example, cn=xxxx or uix=xxxx.
3.2.
Oracle Applications Framework

3.2.1.

3.2.1.1.
Expose HGrids Record Set Size for Administrator Personalization
HGrids now expose Record Set Size property at each individual node for administrator
personalization. Administrators at the customer site can set different Record Set Size values
at different HGrid nodes to show different number of records/rows per node. This ensures
that even when Expand All option is used not all the rows are shown at the same time,
improving user response time.
3.2.2.

3.2.2.1.
Record History
Record history is now available for Oracle Application Framework based pages. Record
history allows a user to see data about a particular record, such as who created the record
and when, and who most recently updated the record and when.
3.2.2.2.
Reference Fields
Reference fields are now available for Oracle Application Framework based applications.
A reference field is a web bean which participates in evaluating one or more properties of a
flexfield, such as default segment value, value set, and context reference field for
descriptive flexfields. Whenever the value in the reference web bean changes, the page is
refreshed with changes to the corresponding flexfield properties.
3.3.

3.3.1.

3.3.1.1.
Change Base Language Script
E-Business Suite includes single-language tables that must be updated when changing an
existing Installed language to be the Base language of the application system. The Change
Base Language script, adchgbase.pl, is a new utility being delivered in RUP2 that will
update these tables and corresponding seed data to the new base language. This utility is
not required when installing a new language as the Base language.
Use Oracle License Manager to change an existing Installed language to be the Base
language. Run the Perl script adchgbase.pl; this script will generate a patch driver,
u_ChangeBase.drv, based on seed data in your environment. Apply the driver to your
application system using Autopatch. Review log files for any issues.
3.4.
Oracle Applications Technology Stack

3.4.1.

3.4.1.1.
New Technology Inventory Report
This new Technology Inventory Report delivers standardized accurate version information
about the Applications Technology Stack. When an E-Business Suite administrator wants
to obtain the version of technology that is installed, he will run this report as a command
line utility. This is an administrative feature; there is no impact to customer
implementation, business process, or user experience.
3.4.1.2.
OC4J Load Balancing
This new feature leverages Oracle Application Server 10gs native ability to load balance so
that customers no longer need to purchase third-party hardware in order to support multiple
middle tiers. Please see Oracle MetaLink Note 380489.1 for more details. This is an
administrative/technical configuration feature; there is no direct impact to customer
implementation, business process, or user experience.
3.4.2.

3.4.2.1.
AutoConfig Performance Enhancements
AutoConfig has been enhanced to improve its performance. Other enhancements include an
option to run in a Profiler mode, parallelization across different Oracle E-Business Suite
nodes, database configuration reporting for the Check Config utility, support for Oracle
Database 11g, and Access Control List support.
3.5.

3.5.1.

3.5.1.1.
Diagnostics Execution Engine and User Interface Enhancements
Diagnostics execution engine will be enhanced to support long running tests as well as tests
that generate huge volume reports. The user interface will be enhanced to support long
running test execution and monitoring.
3.5.2.

3.5.2.1.
New and Revised Diagnostic Tests
The products listed below have new and/or revised diagnostic tests delivered in this release.
A list of delivered product tests with links to test details can be found in the E-Business
Suite Diagnostics Test Catalog for 12.0.4 Release Update Pack (RUP4) (MetaLink Note
469721.1).
Advanced Benefits (BEN)
Advanced Product Catalog (EGO)
Application Object Library (FND)
Applications DBA (AD)
Assets (FA)
Balanced Scorecard (BSC)
Bills of Material (BOM)
Business Intelligence System (BIS)
Cash Management (CE)
Collections (IEX)
CRM Technical Foundation (JTT)
Customer Care (CSC)
Document Management and Collaboration (DOM)
E-Business Tax (ZX)
Engineering (ENG)
Enterprise Asset Management (EAM)
Field Service (CSF)
Financials Common Module (FUN)
General Ledger (GL)
Grants Accounting (GMS)
Human Resources (PER)
Install Base (CSI)
Inventory Management (INV)
iProcurement (ICX)
Item Master (ITM)
Marketing (AMS)
Order Management (ONT)
Partner Management (PV)
Payables (AP)
Payroll (PAY)
Projects (PA)
Public Sector Financials International (IGI)
Purchasing (PO)
Quoting (QOT)
Receivables (AR)
Release Management (RLM)
Sales (ASN)
Service (CS)
Shipping (WSH)
Spares Management (CSP)
TeleSales (AST)
Time and Labor (HXT)
Trade Management (OZ)
Trading Community Architecture (HZ)
Work in Process (WIP)
For a complete list of diagnostic tests available for E-Business Suite R12, please refer to
the E-Business Suite Diagnostics Test Catalog for R12 (MetaLink Note 421245.1).
3.5.3.

3.5.3.1.
Diagnostics Enhancements
Oracle E-Business Suite Diagnostics has been enhanced to offer a new user interface for
managing and running your diagnostic tests. This new UI incorporates the User
Management security model based on RBAC. In addition, the reporting engine is now
integrated with Oracle XML Publisher.
3.6.

3.6.1.

3.6.1.1.
Search Modeler
By leveraging Oracle Secure Enterprise Search, Oracle E-Business Suite Secure Enterprise
Search provides a centralized full text search capability on Oracle E-Business Suite. To
simplify object design and modeling, Oracle E-Business Suite Secure Enterprise Search
now supports searching for and displaying searchable objects created through a lightweight
browser-based design tool called the Search Modeler. This tool lets data modelers easily
create and modify searchable objects without extensive programming skills.
3.7.
Oracle Report Manager

3.7.1.

3.7.1.1.
Publishing to Multiple Worksheets
You can now use complex content sets with a combination of Page/Expand and Page/Total
display types to publish reports. You can publish these reports to multiple worksheets in
Microsoft Excel, or view the entire report data in the report display page using the ALL
option in the expansion value list.
3.8.
Oracle XML Gateway

3.8.1.

3.8.1.1.
Improved Error Notification from XML Gateway
Notify System Administrator and/or Transaction Administrator

For each transaction, users can configure a transaction administrator who will receive error
error notifications for the transaction (in addition to the system administrator). If required,
a transaction administrator can act (reprocess/abort) on the error notification.
Auto re-process erred notification after notification time-out
If the system administrator has not taken explicit action on a notification (i.e., abort or
reprocess) after the notification timeout period, the XML Gateway engine will
automatically re-process the corresponding erred transactions until it reaches the maximum
retries limit. The maximum retries limit is a profile option that governs the number of
times the engine will automatically re-process after the notification timeout period. Once
the 'maximum retries' limit is exceeded, the erred transactions will not be re-processed until
the system administrator and/or transaction administrator explicitly opts for re-processing.
If an error occurs while re-processing, a notification will be sent to the system

administrator and/or transaction administrator.
Oracle XML Gateway
4.
New and Changed Features in Asset Lifecycle

Management
4.1.
Oracle Install Base

4.1.1.

4.1.1.1.
Part or Serial Number Update of Item Instance Used by CMRO
Users can update a part and/or serial number on an item instance that is either on a CMRO
work order or has been shipped out of the enterprise.
4.1.1.2.
Processing of MACD Order Lines via Concurrent Program instead of SFM
Install Base is providing a complete set of user interfaces, based on the OA framework for
all Install Base related administrative and operations functions.
MACD (Modify, Add, Create and Delete) is an existing flow which is part of Install base,
supports maintaining configurable items which are tangible an intangible in nature used
extensively in TELCO industries. The current enhancement is more or an architectural
option targeted at improving the performance by bypassing SFM (Services Fulfillment
Manager), a message-based processing architecture. Using the new approach, users can
bypass SFM and use a concurrent program; this improves the performance for MACD
configurations.
Oracle Install Base
5.
New and Changed Features in Business Intelligence and

Corporate Performance Management
5.1.

5.1.1.

5.1.1.1.
Enable Trend Icon in Scorecard Views and Strategic Objective Reports
Balanced Scorecard users can now view trend icons, along with the alarm colors on various
scorecard views, portlets, and objective reports. Trending allows users to examine whether
current performance conditions are improving, stable, or deteriorating by comparing
current period data with previous period. Trends prompt early corrective action by
objective owners and therefore maintain consistent performance.
5.1.1.2.
Five Performance Color Bands
Balanced Scorecard now supports both three and five color bands to measure performance.
Additional levels enable accurate performance assessment. This is in compliance with
industry and government requirements. A designer can configure the color band, goal type,
and the threshold values for each KPI within the Objective. An administrator can modify
the definition of performance assessment colors within each band to meet the needs of an
organization.
5.1.1.3.
Enhanced Scorecard Migration
A performance management administrator can selectively migrate a scorecard and its

related components from the source to target instance. New content is appended to the
system without affecting the existing content.
5.1.1.4.
Multi-Year Display Capability
Users can navigate to a previous year within Strategic Objective reports and view actual
and plan data for the previous year. The report behavior, such as alarm colors, trend icons,
calculations, comparison, and charting options for the prior year is the same as for the
current year. The Objective Designer also enables designers to select the number of
periods (months, quarters) to display in a graph.
5.1.1.5.
New Simulation Designer
A new Simulation Designer enables users to create simulations using Generated Source
KPIs, and attach the simulations to scorecards, dashboards, and portlets. All existing
Simulation Trees must be recreated using this new Simulation Designer. Features, such as
Filters and Common Dimension that apply to both objectives and simulations, are also
available in Scorecard Designer.
For administrators, Simulations is now supported in Generate Database, Data Loader and
Migration in addition to Objective and Reports.
10
5.1.1.6.
Improved Performance Assessment Capabilities
Designers can configure the system to generate performance assessment colors for
Strategic Objectives based on one or more key performance indicators (KPIs) using
methods like worst, most frequent, weighted average, or default KPI color. These
performance assessment colors will display in the Strategic Objective reports for each KPI.
All Scorecard Views, specifically Tree View, Detailed View and Scorecard View, can
display the color alarm icon for KPIs within an Objective. Designers can hide Alarm Color
and Trend for a KPI.
Some of the existing VB Architect features are now available in Objective Designer, such
as Key Items, Multi Bar Objectives, and Profit and Loss Objectives. Please refer to
Metalink Note 457906.1 to obtain the complete list of features that moved to Performance
Management Designer.
5.1.1.7.
Scorecard-level Logo
The Scorecard Designer now supports company logo at the scorecard level. Designers
can customize a scorecard to display any image as a logo, which is different from the
system default and the prescribed size limits in the header of scorecard views and objective
reports.
5.2.

5.2.1.

5.2.1.1.
Receivables and Collections Management
With the information provided by the Receivables Management and Status Dashboards,
managers can easily determine the most pressing items and clarify the day-to-day agenda
for their departments. With up-to-date information about customers activities,
Receivables and Collections managers can direct their departments to resolving past due
accounts before they become a serious problem. The supporting reports provide additional
information about delinquent customer enabling collections managers and clerks to identify
the most effective collections strategies.
DBI for Receivables empowers managers by enabling the analysis of key performance
indicators (KPIs) across multiple dimensions, such as time, operating unit, customers,
and collectors. The KPIs available out-of-the-box include Days Sales Outstanding,
Average Days Delinquent, Open Receivables and Past Due Receivables Amount, and
Unapplied Receipts Amount. Managers can evaluate the performance of their
organizations and discover systemic processing inefficiencies. In addition they can
leverage valuable insight to evaluate the productivity of individual collectors.
The increased visibility enables Receivables and Collections managers to reduce the time
of operational problems discovery and resolution, and therefore, increase the effectiveness
of their departments. It also provides valuable insight into the state of customers
receivables payment patterns enabling Credit Managers to formulate Credit Policies that
would prevent undesired impact on companies bottom-line.
11
5.2.1.2.
Profit and Loss Analysis
The Profit and Loss Analysis dashboard targets financial analysts and line managers who
are responsible for supporting and analyzing revenue and expenditures for particular cost
centers (e.g. facilities, operations and shipping) and company entities (e.g. geographic
locations) across different ledgers. It focuses on analyzing and managing the large volume
of journals posted to General Ledger. Profit and Loss Analysis Dashboard allows financial
analysts and managers to dissect revenue, cost of goods sold and operating expenses by
company, cost center, accounts, and ledger, allowing the users to thoroughly investigate
activity down to the transaction line level. Profit and Loss Analysis differs from the
currently available Profit and Loss Dashboard, which focuses on providing executives a
broad view by Line of Business or by Manager.
Profit and Loss Analysis features company and cost-center based security model. It offers
expanded drill capabilities into revenue and expense sources down to General Ledger,
Payables, Fixed Assets, Internet Expenses, and Purchase Orders. In addition, a user-defined
dimension can be assigned to additional segment in the chart of accounts, providing the
users with a finer grain of control.
With Profit and Loss Analysis, line managers and analysts are able to investigate and
resolve issues concerning operational income and spending and spot anomalies as they
occur during the financial period.
5.2.1.3.
Company and Cost Center Security Setup with WebADI
Company and Cost Center Security Setup with WebADI is a complementary interface to
the current set of pages for managing the security for the dashboards that use the company
and cost center dimensions. While the current interface provides a step by step process for
adding or editing grants for a single user, the WebADI load interface will allow the
administrator to create multiple grants (including overwriting existing grants) at the same
time.
System administrators who track, maintain, and version a large number of user security
setups can now create a separate Excel spreadsheet that holds the master copy of security
grants, and copy-and-paste relevant portions into the WebADI template.
5.3.

5.3.1.

5.3.1.1.
Enhanced Data Inspector and Fusion Intelligence for Corporate

Performance Management
Enterprise Performance Foundation delivers the next generation of features to better

support the Profitability Manager, Transfer Pricing, Enterprise Planning and Budgeting and
the Financial Consolidation Hub applications. The new features include:
Enhanced Data Inspector: Changes to this feature enable you to view data via the
enterprise performance foundation, with user friendly codes and names. It also
allows for the registration of database views. The registration and use of views
allows for easier viewing of data, and simple ad-hoc reporting.
Fusion Intelligence for Corporate Performance Management: This includes prebuilt
12
prebuilt content to report on the results generated within the Enterprise

Performance Foundation from the CPM applications. This includes a Performance
Management and Financial Consolidation Hub subject area, and provides the
ability to perform multi-dimensional profitability analysis on unconsolidated and
consolidated data.
5.4.

5.4.1.

5.4.1.1.
New Fusion Intelligence Applications
Previously, Daily Business Intelligence customers needed additional products for their adhoc query and custom reporting needs. With Fusion Intelligence for E-Business Suite,
users benefit from Oracles knowledge of business intelligence, security, and applications
technologies, receiving a level of integration unparalleled in the industry. Fusion
Intelligence for E-Business Suite includes:
5.5.
A unified logical model designed for business users of E-Business Suite Financials,
Procurement, Human Resources, Supply Chain, Order Management, and CRM
Intelligence modules.
Selected dashboard templates for each functional area which include guided
analysis paths and prebuilt data mappings.
Delivered integration with the E-Business Suite transactional applications

including single sign-on, security, Daily Business Intelligence materialized views
and base summaries, and Oracle Portal.
Oracle Profitability Manager

5.5.1.

5.5.1.1.
Enhanced Mapping Wizard
In RUP3, the Mapping Wizard has been enhanced with an updated user interface to greatly
simplify the creation of business rules that are used to define how data should be allocated
within the enterprise performance foundation schema Additional ease of use improvements
include a new feature for mapping rule defaults, a mapping rule preview, and a feature
called "Factor Table" which is similar to the table ID feature from version 4.5 of the
product. Finally, the concept of a "local condition" has been removed; all local conditions
are converted to global conditions with the 12.0.3 upgrade.
13
6.
New and Changed Features in Financials

6.1.
Oracle Assets
6.1.1.

6.1.1.1.
Assets: Japan Depreciable Assets Tax Report
To meet the regional taxation requirements, Japanese companies require the Depreciable
Assets Tax reports. The reports summarize the depreciation of Japanese assets in the format
mandated by the Japanese taxation law. The reports were enhanced using XML Publisher
to provide better layout and to provide more descriptive data including company level
information and tax authority level information that were not available in the old report.
Additionally, a user interface was developed to capture the Company level and the Tax
Authority level information.
6.1.2.

6.1.2.1.
Japan 2007 Fixed Assets Tax Changes
In December 2006, the Ministry of Finance for Japan announced that Tax Reforms would
be introduced for FY2007. On March 30, 2007 the Tax Reforms details were published
outlining new Fixed Asset depreciation rules that would come into effect from April 1,
2007.
The purpose of this legislation is to establish a basis for growth for the Japanese economy
by fundamentally revising the Fixed Assets depreciation system.
The following enhancements in Oracle Fixed Assets are provided to support the tax reform:
6.2.
New Depreciation Methods and Rates for the Depreciable Assets acquired on or
after April 1, 2007
o
New Rates added to the Straight Line Method
250% Declining Balance Method
Extended Depreciation feature for calculation of Extended Depreciation for eligible

assets (Depreciable asset acquired on or before March 31st, 2007 and which have
been depreciated up to earlier 95% limit)
Enhanced reporting as required for compliance
Oracle iSetup
6.2.1.

6.2.1.1.
iSetup APIs
Product-level iSetup API's are used by the iSetup application when exporting and importing
Oracle Assets
14
importing setup data between E-Business Suite instances. The APIs help ensure that any
prerequisites or dependencies required for successful completion of the export/import
process are addressed. iSetup APIs are included for the following products:
6.3.
General Ledger
Accounts Payable
Accounts Receivable
Assets
Cash Management
Credit Management
E-Business Tax
Legal Entity
Public Sector Financials
Payments
WebExpense

6.3.1.

6.3.1.1.
China National Accounting Office (CNAO) Support
The China Accounting Software Data Interface Standard (CNAO) provides a financial data
export feature and a cash flow statement feature to comply with legal requirements in
China.
6.4.
Oracle Financials for EMEA

6.4.1.

6.4.1.1.
XML Publisher Report Extracts for Fixed Assets and Payments
Oracle Financials is providing standard XML product extracts that European customers can
leverage to create both standard and custom templates for their statutory reports. In RUP3,
extracts are available for Fixed Assets and Payments.
6.4.2.

6.4.2.1.
XML Publisher Report Extracts for Fixed Assets, Cash Management,

General Ledger, Subledger Accounting, Receivables, Bill Presentment,
Payables, Regional Localizations, and Financials Common Modules
Oracle Financials is providing standard XML product extracts that European customers can
15
can leverage to create both standard and custom templates for their statutory reports. In
RUP4, extracts are available for Fixed Assets, Cash Management, General Ledger,
Subledger Accounting, Receivables, Bill Presentment, Payables, Regional Localizations,
and Financials Common Modules.
6.4.2.2.
UK Reverse Charges VAT
Reverse charge VAT involves inversing the tax liable party from the Seller of Goods to
the Purchaser of Goods under certain conditions for domestic transactions within EU
st
countries. The UK was the first country to apply these rules on June 1 , 2007.
Noncompliance of this law will carry heavy fines, as indicated by the UK Tax Authorizes.
Additional EU countries will soon implement the directive.
With this release, Oracle enables you to comply with this new UK VAT regulation by
identifying reverse charge VAT transactions and ensuring the appropriate tax rules are
applied. A reverse charge message is printed on sales invoices and a UK Reversed
Charges VAT report is available.
6.5.

6.5.1.

6.5.1.1.
Financials for India: Statutory Updates
Oracle Financials for India has provided features that fulfill legal and statutory
requirements. The new features available in RUP3 are:
6.5.2.
Tax Collected at Source Tax type
Enhanced capability of additional Tax Precedences
Option of changing taxes on receipts
Additional CVD tax type and Secondary and Higher Education Cass for each Tax
type
Ability to track and report Service Tax by Inventory Organization and Service
Type
6.5.2.1.
Financials for India: Statutory Updates and Forward-Ported Bug Fixes
Oracle Financials for India has provided features that fulfill legal and statutory
requirements. The new features available in RUP4 are:
Tax support for inter-organization inventory transfers
Tax support in iSupplier
16
Tax support in iProcurement
Tax support in Projects, Costing and Billing
Correct encumbrance accounting with taxes
RUP4 also includes many bug fixes that were forward ported from 11i.
6.6.
Oracle Payables
6.6.1.

6.6.1.1.
This patch incorporates all 2006 1099 changes that were mandated by the IRS. Payables
leveraged the XML Publisher functionality, while implementing these changes.
Details of the change:
6.6.2.
For all Forms, Payment Year, Field Positions 2 5, will be incremented to update
the four-digit reporting year (2005 to 2006), unless reporting prior year data.
Two fields were deleted, Replacement Alpha Character, positions 21-22 and
Electronic File name for a Replacement File, positions 396-410.
The Contact Email Address was expanded to 50 positions. This means several
other fields have new positions. Also the Vendor Contact Email Address was
deleted. The new field positions are as follows:
o
Contact Email Address, positions 359 408
Cartridge Tape File Indicator, positions 409 410

6.6.2.1.
RUP4 incorporates all of the 2006 US Form 1099 changes that were mandated by the IRS:
For all forms, Payment Year (field positions 25) will be incremented to update the
four-digit reporting year (2005 to 2006), unless reporting prior year data.
Two fields were deletedReplacement Alpha Character (field positions 2122)

and Electronic File Name for a Replacement File (field positions 396410).
Contact Email Address was expanded to 50 positions and Vendor Contact Email
Address was deleted. This has resulted in the following new field positions:
o
Contact Email Address (field positions 359408)
Cartridge Tape File Indicator, positions 409410
Oracle Payables
17
Payables leveraged the XML Publisher functionality to implement these changes.
6.7.
Oracle Payments
6.7.1.

6.7.1.1.
Master Card S Record Compliance
S record is the code returned by the Master card in response to a Card security
verification request. Master card now requires the 'S' record for the settlement processing
requests sent by 'Direct marketing companies'. Payments application would include the
card security verification code while sending the settlement file. This is applicable to only
Direct Marketing companies.
6.7.1.2.
Visa Compliance Table / Discover Qualification Table for FDC
As a part of an initiative to increase security for the Discoverer Credit Card transactions,
new data elements have been introduced to the Discoverer authorization file ('Discover
qualification data'). Oracle Payments application will receive these additional data elements
in the authorization file and will store this information on the database. This information
will be included while sending the actual settlement file to the payment processor.
6.7.1.3.
Amex CAPN Enhancement
Amex CAPN is a new initiative to increase security for the American Express credit card
transactions. A new transaction id and POS data field are returned with the authorization
response when customers pay using Amex. Oracle Payments application stores that
information and sends it during the settlement of the payment to Amex.
6.7.1.4.
FDC Servlet Load Balancing
FDC North is a processor model payment system. iPayment integrates with FDC for credit
card/purchase card processing on the funds capture side. The current integration in
11i/FP.G and also in R12 has the following limitations:
FDC North servlet cannot be load balanced because it uses text file
(BatchGenMap.txt ) for processing purposes.
Two processes cannot share a text file concurrently. If two processes share the
same file, then each will attempt to write into the file at some point, and this will
overwrite whatever was written by the other process. Customers, who implement
iPayment integration with FDC North, run into this issue when they attempt to load
balance the FDC North servlet. For this reason, we have advised customers who
implement FDC North integration, that they cannot load balance the servlet.
The text file (BatchGenMap.txt) created is a mapping file used by the Transmission
Servlet for keeping track of batches sent to FDC North and was used in batch query
to recognize the status of the batches processed by FDC.
The new solution eliminates the need for text file by deriving all the data needed
for batch queries from the IBY data model itself. With this elimination, the FDC
North servlet was made capable of being load balanced.
Oracle Payments
18
6.7.2.

6.7.2.1.
Multiple Divisions per Settlement Batch Enhancement
The Settlement batch process in Oracle Payments generates a number of files, based on
system setup. Before 12.0.6, for large customers with multiple internal divisions, the
number of files generated can exceed the daily limit set by third party payment processors,
due to some limitations within Oracle Payments. In 12.0.6, the payment system accounts
with the same set of transmission configurations are being grouped in to a single settlement
batch file which reduces the number of settlement batch files generated in a day.
6.7.2.2.
Paymentech Certification
Oracle Payments was certified with Paymentech for seamless payment transmissions.
6.7.2.3.
SEPA Credit Transfer Initiation Messages
A SEPA Credit Transfer is a payment instrument for the execution of credit transfers in
Euro between customer payment accounts located in SEPA. This enhancement creates
SEPA Credit Transfer initiation messages for payments in SEPA, per the ISO 20022
framework and SEPA Credit Transfer Scheme implementation guidelines.
6.8.

6.8.1.

6.8.1.1.
Uptake of Construction Industry Scheme and Dossier Functionality
Oracle Public Sector Financials International Dossier and Construction Industry Scheme
functionality is now available in Release 12.
Dossier (DOS) functionality controls the movement of budgetary funds using

predefined budgetary rule sets that transfer funds between budget organizations.
DOS in R12 has been modified to uptake the new R12 Ledger Architecture.* In
addition to functionality previously available in the 11i release, Dossier users can
now define and execute Dossier processes for multiple ledgers from a single user
responsibility, and utilize data access sets to define the level of data within ledgers
that a user can view and/or modify.
Construction Industry Scheme (CIS) functionality allows the verification and

accurate calculation of withholding taxes for subcontractors based on the latest
2007 HRMC reforms, and has been enhanced to leverage new R12 architectural
features. CIS in R12 has been modified to uptake MOAC and the movement of AP
Suppliers to TCA.* In addition to functionality previously available in the 11i
release, CIS users operating in a shared services organization can more efficiently
generate and submit monthly returns for subcontractors for multiple operating units
without having to switch between user responsibilities. The operating units CIS
users can access are defined within a Multiple Organization Access Control
(MOAC) security profile option.
19
* See the R12 documentation library for additional information on the R12 Ledger
Architecture, MOAC and TCA.
6.8.2.

6.8.2.1.
Extension of Oracle Financials Functionality
Oracle Public Sector Financials International extends Oracle Financials functionality and
provides the basis for an integrated financial management solution for public sector
agencies.
Oracle Public Sector Financials International provides extensions to the following
products:
Oracle General Ledger
Oracle Assets
Oracle Payables
Oracle Receivables
Oracle Purchasing
Application Object Library
Features include:
Multi-Org Access Control
Centralized and Configurable Accounting
Integrated Budgetary Control
TCA Integration
Features replaced by core functionality:
AR Combined Basis Accounting (ARC)
Cash and Accrual Support (COM)
Enhanced Funds Checker (EFC)
Gross Based Vat (GBV)
Multi-Period Posting (MPP)
Single Third Party (STP)
Dunning (DUN)
20
6.8.2.2.
Inflation Accounting for Assets
Modified Historic Accounting (MHCA) is obsolete in R12 and has been

replaced by Inflation Accounting for Assets (IAC).
6.8.3.

6.8.3.1.
Contract Commitments Integration with Self Service Purchasing
Contract Commitments with Dual Budgetary Control is now integrated with Self Service
Purchasing. Users can now create purchase orders and perform funds check and funds
reserve using the self service version of Purchasing, when using Contract Commitments
with the Dual Budgetary Control feature enabled.
6.9.

6.9.1.

6.9.1.1.
Supporting References
Supporting References allows customers to capture any piece of information from a

transaction and store it as part of the accounting entry. Furthermore, customers can
automatically maintain balances by supporting references. So for example, a customer
could choose to capture the product and sales channel for all revenue transactions, and store
the revenue balance broken out by product and sales channel.
6.10. Oracle Transfer Pricing

6.10.1.

6.10.1.1. Add-on Rates
Users can apply Transfer Pricing adjustments to an instrument record to supplement
standard charge and credit amounts produced with the Transfer Pricing application.
Adjustments can be applied for Liquidity Premiums, Basis Risk Cost, Pricing Incentives (to
line managers), Breakage Charges or Other Adjustments defined by the user.
6.10.1.2. Flexible Column Output
Users can optionally define alternate output columns to populate with Transfer Pricing and
Option Cost calculation results for each customer account table within a given Transfer
Pricing process. Users can output more than one transfer rate or option cost result for each
customer account record to support what-if analysis and generation of multi-dimensional
profitability measures.
6.10.1.3. Cross Currency Copy of Assumptions
A new feature has been provided to make it easier for users to define certain business rules
used within the Transfer Pricing application. Users operating in a multi-currency
environment can now copy product assumptions defined for one currency to other
currencies, in total or selectively, when defining Transfer Pricing, Prepayment and
Adjustment Business Rule types.
21
6.10.1.4. Import, Export, and Migrate Business Rules

This feature allows users to create backups of business rules and migrate dimensions,
dimension members, dimension hierarchies and certain application business rules from one
instance to another. This feature uptakes changes to the Enterprise Performance
Foundations import, export and migrate implementation, which were previously shipped
with R12 and which replaced equivalent functionality in the 11i release.
Oracle Transfer Pricing
22
7.
New and Changed Features in Human Resources

7.1.

7.1.1.

7.1.1.1.
Reopen Life Events Process
This enhancement provides the benefits users the flexibility to reopen a large volume of life
events as a batch. Previously, they had to be manually reopened individually. In
combination with the "OE Window Modification" functionality, users can extend
enrollment windows after reopening the processed events.
7.1.1.2.
Open Enrollment Window Modification
There is now a concurrent process titled "Manage Open Enrollment Window" which
provides the flexibility to modify an existing Open Enrollment Windows Enrollment
Period End Date, Processing End Date, Default Enrollment Date, or Provide a Number of
Days Extension.
7.1.1.3.
Tracking Ineligible to Ineligible Row Creation
When the "Track Ineligible" flag is on, and a participant was initially found ineligible for
the compensation object, this functionality writes a new row for a subsequent life event
(even though the participant remains ineligible). The new ineligibility row has updated
derived factor values for tracking and calculations.
7.1.1.4.
Additional Input Parameters for Fast Formulas
Person_id can now be passed an an input value in Fast Formulas. In the past, Person_id
had to be derived from the Assignment_id.
7.2.
Oracle Compensation Workbench

7.2.1.

7.2.1.1.
View All Compensation Detail Reports without Changing Responsibilities
RUP2 delivers the ability for compensation administrators to view Compensation Detail
Reports based on the HR security profile instead of the manager hierarchy. For example,
administrators can now view all employees of a particular country without having to access
or switch to a senior executive responsibility.
Additional enhancements to the Compensation Detail Report page include:
Employee information, which was previously displayed in a single table, is now

grouped using tabs.
The plan selection page and the parameters page of the old report have been
replaced by filters that can be hidden in the report page.
23
A new check box, Do Not Restrict By Hierarchy is added to the filters.
A salary statistics tab will display plans that have salary adjustment. The report can
be downloaded in a spreadsheet format based on filter specifications.
7.2.1.2.
Provide Responsibility-Based Plan Access to Administrators
This enhancement allows organizations to regulate administrator access to plan information

in Compensation Workbench. In Release 12, administrators have uncontrolled access to all
plans in the Compensation Workbench setup, presenting potential security and data privacy
issues. Now, an administrator can be granted super administrator privileges, enabling
him/her to access new setup pages where he/she can map the responsibilities of other
administrators to the plans that they are allowed to access. These same setup pages can be
used to revoke access, if needed.
This security mechanism is not enabled by default and does not change the default behavior
of Compensation Workbench. If Plan Security is required, super administrators can enable
it from the Compensation Workbench preferences page.
7.2.1.3.
Reduce Post Processing Time between Multiple Business Organizations
To enable more powerful filtering capabilities in the Compensation Workbench Post

Process, a new parameterPerson Selection Rulehas been added to the Post Process
parameters page. By selecting a rule (or fast formula) defined as type Person Selection
users can filter the employee population eligible for processing. Multiple organizations can
now be processed in parallel, for example, by using a Person Selection rule defined to
identify certain employees across different organizations.
This new parameter is optional and is available when submitting the Compensation
Workbench Post Process request from the Compensation Workbench Administrators home
page or as a concurrent request from the Professional User Interface.
7.2.1.4.
Perform Dynamic Calculations in Multiple Columns
This enhancement allows users to define dynamic calculations on the rate columns,
specifically the worksheet amount rates, separately from the custom columns (custom
segments 1 to 20). Additionally, users can define a condition and condition results using
column names, and define custom errors and warnings based on their requirements.
This feature needs to be configured and enabled by the Administrators; therefore customers
who do not wish to use it will not be impacted.
7.3.

7.3.1.

7.3.1.1.
Nominate Employee Termination Payments (ETP) as Transitional or NonTransitional Life Benefit Payments
Employers pay a lump sum amount to employees on their termination or their death
referred to as Employment Termination Payment (or ETP). Employment Termination
Payment were previously called as Eligible Termination Payments.
24
Employees receive the employee termination payments as:
Life Benefit ETP or Non- transitional Life Benefit ETP - paid to employees on
their termination for any reason other than death
Transitional Life Benefit ETP - paid to employees between 1 July 2007 and 30
June 2012
Death Benefit ETP - paid either to a trustee, dependent, or a non-dependent on

employees death
Employers can now nominate whether a Life Benefit ETP Payment is a transitional ETP or
a non-transitional ETP and if it is part of a previously paid ETP. These ETPs can be taxable
or tax-free. You can now calculate the taxable and tax-free components of these payments.
The Pre 1 July 1983 component of these ETPs and Invalidity ETP Payments are tax-free.
Any other payments other than these components are included in the taxable components.
The taxation of ETPs now includes a threshold that depends on preservation age of the
employee. The date of birth of employees determines their preservation age. The taxable
components of ETP Payments are taxed according to the employees age as on 30th June of
the current financial year.
Oracle HRMS supports the taxation of these ETP payments to include the taxable and nontaxable components. You can also calculate the tax of Transitional ETPs and partial
payment of ETPs.
Oracle also supports the new layout of the ETP Payment Summary Layout to meet the
ATO requirements beginning 01-Jul-2007.
7.3.1.2.
Comply with Statutory Updates for EOY 2007
Oracle HRMS supports statutory changes for End of Year 2007 for Australia, which
include:
Change to rates to calculate the HELP deductions and the Student Financial
Supplement Schemes (SFSS)
Calculate the HELP and SFSS deductions when an employee has no general
exemption
Change to the Medicare Levy, PAYG tax, and Senior Australian tax rates
according to the May budget
Increase in Superannuation and Lump sum D thresholds
Removal of the Post 30 June 1983 ETP concession on tax
Change to the rate for annual leave on termination if less than $300
Reduced percentage of Payroll Tax for South Australia
25
7.3.1.3.
Override the Eligibility Set on the Element to Pay the Long Service Leave
Amount
You can now override the eligibility set on the element and pay the prorated long service
leave balance amount regardless of whether it is accrual or entitlement.
Before you pay the employee, you must end-date the element Long Service Leave on
Termination and re-link it.
7.3.2.

7.3.2.1.
Multiple ETP Payment Summary
Users can now make multiple employment termination payments (ETP) and generate
separate ETP payment summary for each ETP payment type. Individual thresholds
determine tax for each ETP. Additionally, users can create a new record in the Termination
window to enter multiple ETP payments or add a new ETP element.
7.3.3.

7.3.3.1.
Pay Multiple Employment Termination Payments (ETP) and Generate

Separate ETP Payment Summaries
You can now pay multiple ETPs and generate separate ETP Payment Summary for each
payment type. Oracle HRMS uses appropriate individual thresholds to tax each ETP.
You can now create a new record in the Termination window to enter multiple ETPs or add
a new ETP element. You can also rollover amounts from either the Transitional Part of
Previous ETP and Transitional Not Part of Previous ETP or both.
7.3.3.2.
Display Multiple ETPs on Termination Report
Currently, the Termination Report does not display multiple ETPs that an employee
receives on termination or their primary address. With this release, the Termination Report
now displays the various ETP payments that employee receives on termination within the
same financial year. You can now view the Transitional ETP and Non-Transitional ETP
within the Termination Report. Additionally, the report displays the employees primary
address.
7.3.3.3.
Use the Changed ETP Payment Summary Layout 2007
Starting 01-July-2007, the layout of the ETP Payment Summary report has changed. A new
postscript layout for the ETP Payment Summary report is now available to meet legislative
requirements.
7.3.3.4.
Report Employees Tax File Number (TFN) to Super Fund
Starting 1 July 2007, employers must now report an employees TFN to Super fund.
Previously, it was optional for employers to report the TFN so the default was No. The
default value is now set to Yes on the Superannuation Guarantee Information element.
26
7.3.3.5.
Calculate Extra Withholding Amounts for Advance Payments
Oracle HRMS now enables you to calculate the extra withholding amounts for advance
payments based on advance earnings and advance periods. Previously, you could calculate
the extra withholding from the normal payments only.
7.3.3.6.
Deduct Retro Pretax Amounts from Retro Earnings
Oracle HRMS now supports the deduction of the retro pretax amounts from retro earnings
of each time span separately as follows:
7.4.
Retro pretax for current financial year from retro earning for the current financial
year and then taxed in the original period
Retro pretax for previous financial year less than 12 months from retro earnings for
previous financial year than 12 months and then taxed marginally
Retro pretax for greater than 12 months deducted from retro earnings for greater
than 12 months and then taxed marginally

7.4.1.

7.4.1.1.
Specify Tax and Social Insurance Contribution Area Codes Using a

Maximum of 3 Characters
With this release, you can now use a maximum of three characters to specify the tax (TAX)
and social insurance contribution (SIC) area codes, for example, BJN for Beijing.
Previously you could only use two characters to specify these codes.
7.4.2.

7.4.2.1.
Count the Year of Service for Calculating Severance Payments
According to Article 47 in the new Labor Law, effective from 01-JAN-2008, while
counting the Year Of Service (YOS) to calculate the severance payments, the period not
less than six months but less than a year is now counted as one year and any period of less
than six months is considered as half-year. Previously, any period less than one year was
considered as one year.
Oracle HRMS for China meets this statutory requirement by modifying the logic to count
the Year Of Service (YOS) while calculating severance payment using
CN_SEVERANCE_PAY and CN_TAX_CALCULATION formulae.
7.4.2.2.
Display Employee Numbers Greater Than Five Characters Using Direct

Deposit
The output of the Direct Deposit Process (China - CCBS Format) now displays employee
numbers greater than 5 characters up to a maximum length of 8 characters.
27
7.4.2.3.
Represent Tax Areas and Social Insurance Contribution Area Codes Using a
Maximum of Three Characters
With this release, the valuesets for the tax areas and Social Insurance Contribution Area
(HR_CN_TAX_AREA and HR_CN_SIC_AREA) work with lookup codes up to 3
characters in length. The concurrent programs and flexfields that use these valuesets are
modified. Previously, only two characters were allowed.
7.4.2.4.
Use New Tax Exempt Amount to Meet Statutory Requirements
With effect from 01-MAR-2008, the tax-exempt amount for Chinese employees is changed
from 1600 Yuan to 2000 Yuan. Oracle HRMS includes the updated the tax exempt amount
for the cities of Beijing, Tianjin, Shanghai, and Shenzhen.
7.4.2.5.
Calculate the Average Monthly Working Days Using New Value
According to the notice of How to Calculate the Average Monthly Working Time, issued
on 3 January 2008, the number of public holidays has increased from 10 days to 11 days.
Oracle HRMS supports and includes the changes to monthly average working days
calculation effective from 01-Jan-2008 to meet this new requirement. The global
AVG_MONTH_WORKING_DAYS that holds the average working days in a month now
has a new value of 20.83.
7.5.

7.5.1.

7.5.1.1.
Record Maternity/Adoption Absences
To enable Maternity/Adoption absence recording, monitoring, and legislative allowances

management, you can use the five new Absence categories. Each Absence category has a
descriptive flexfield you can use to enter the necessary information for the Maternity
/Adoption absence.
7.5.1.2.
Select Holiday Accrual during Maternity/Adoption Leave
When you set up employees for Maternity/Adoption leave, you can select whether or not to
accrue holiday hours during the absence. On each Absence category descriptive flexfield
there is a Yes/No flag that defaults to Yes, and you can use it to indicate if the accrual is
required or not.
7.5.1.3.
Record and Use the Public Holiday Accrual and Payment Rates
With the predefined Public Holiday Pay element, you can pay employees during public
holidays. To record and use the Public Holiday payment rates of accrual and payment, use
the new fields at the Legal Employer and Assignment levels.
7.5.1.4.
Process Multiple Pension Payments for Employees Based on 2006

Legislative Changes
Based on the legislative changes for 2006, you can pay into more than one pension scheme
for each employee.
28
7.5.1.5.
Use the Notional Pay Classification for Deduction Elements Not Payable to
the Employee
You can use the new Notional Pay classification for elements that are counted for various
deductions (such as, Pension) but are not paid to the employee. The elements with this
classification do not appear on the payslip automatically. You must select them for
printing.
7.5.1.6.
Use the Enhanced Absence Maternity Element to Process Part Time

Maternity Absences
The Absence Maternity element now includes Part Time Maternity processing
functionality. The Part Time Maternity element is no longer available.
7.5.1.7.
Use the Modified Company Car Benefits in Kind functionality
There is a change in the way Oracle HRMS calculates the age of a company car when the
car is older than 3 years. With release 12.0.4, 3 years are treated as 3 income or calendar
years. This calculation impacts the taxable income of the employee.
7.5.1.8.
Create Lunar Period Payrolls
You can now set up payrolls using the new Lunar payroll period type. You can use this type
to create a Lunar payroll for the employees who are on the 4-week payrolls. The Lunar
Payroll has 13 periods with all the payroll features.
7.5.1.9.
You can now use the Batch Printing of Payslip solution to generate the payslips as one PDF
output.
Oracle HRMS provides legislative updates and changes to help you manage the processes
as per the new values for 2007.
7.5.1.11. Classify the Employees as Salaried/Hourly to Process Payrolls
Prior to processing your Payroll, you can specify your employees as Salaried or Hourly.
This has no impact on Payroll frequency.
You can set up and load initial balance values before you begin to process payrolls. The
balance initialization process helps you to accurately calculate legislative deductions in
Oracle Payroll.
The Enhanced RetroPay core payroll process is now available for Denmark. You can use
either of the two RetroPay components:
29
Correction: Use this option to recalculate tax on adjusted earnings for each period
and carry forward the difference in both earnings and deductions to the current
period.
BackDate: Use this option to recalculate deductions after carrying forward the
difference in earnings to the current period.
7.5.1.14. Override the use of Normal Periodic Deduction Value in Tax Calculation
You can now override the use of normal periodic deduction value and use a new element
called Tax days to process taxable pay. The new tax calculation will be Tax Days
multiplied by Daily Tax Deduction from the tax card.
7.5.2.

7.5.2.1.
Support the Payment Electronic File Format Changes
Oracle HRMS for Denmark supports changes to the format of the payment transfer type
and the record length in the Payment Electronic File submitted to the PBS.
7.6.

7.6.1.

7.6.1.1.
Use the New Pension Insurance Type to Generate Pension Payments and
Reports
You can generate pension payments and produce reports using the TyEL Pension Insurance
type, which is now the only pension insurance type available.
7.6.1.2.
Generate the Statutory Payroll Reports
Oracle HRMS generates payroll reports that you can submit to tax authorities to report all
payments, tax deductions, and expense payments. These reports include:
Finnish Yearly Documents of Paid Salaries Report
Finnish Pay Sheet Audit Report
7.6.1.3.
Calculate and Report the Subsidy for Low-paid Employees
The legal employer is eligible to receive subsidies from the government for low-paid
employees with certain criteria. You can calculate the amount of statutory subsidies
available for the legal employer and generate the following reports to list the amount of
subsidy and statutory details per low-paid employee:
Finnish Monthly Tax Return Report
Finnish Yearly Document Paid Report
7.6.1.4.
Due to 2007 legislative changes, you can now:
30
Enter the tax percentage for the lower income limit. The lower limit is not a fixed
value but can be zero or a positive value. The Tax Card element includes an input
value for recording this percentage.
Use the changed percentages for all classes of the Social Security, Daily
Allowance, and Employers Unemployment Insurance fees.
Use the changed age categories and reference values for the car benefit.
Process Lunch Benefit element as a recurring element.
Use the modified ranges for the scaled tax card.
7.6.1.5.
Oracle Payroll.
7.7.

7.7.1.

7.7.1.1.
Specify the Format for Your Statement of Earnings
You can now use the global Statement of Earnings (SOE) pages to view the earnings and
deduction information in your statement of earnings. You can view SOE immediately after
you run payroll for all employees. Because the application reports SOE from live data, you
need not archive the information.
7.7.2.

7.7.2.1.
Calculate Proportionate Earnings during Changes in a Payroll Period
Oracle HRMS enables you to calculate proportionate earnings amounts whenever payrollrelevant data is changed during a payroll period, for example, if an employee joins or
leaves the company during a payroll period or if an employee's pay grade changes during a
payroll period. Proration support is now enabled for Hong Kong.
7.8.

7.8.1.

7.8.1.1.
Statutory Change to Exempt Employees from Paying Employee ESI

Contribution
With this release, Oracle Payroll supports the ESI wage limit increase from INR 50 to INR
70 effective 1/08/07, to exempt employees from paying their contribution.
31
7.8.2.

7.8.2.1.
Rehire Employees Before their Final Close Date
To provide greater flexibility in the hiring process, this release enables you to rehire a
terminated employee before the Final Process (and after the Last Standard Process) date for
their previous period of service.
7.8.2.2.
Generate and Print Provident Fund Monthly Report and e-files
The Provident Fund (PF) authorities now require employers to submit a print hard copy and
soft copy of their monthly PF returns for each business number in a currency period.
Oracle HRMS enables employers to record and submit:
Regular Return - for regular payments
Supplementary Returns - for any additional/missing payments in a regular return
Revised Returns - for any corrections/updates in the previous returns
Employers must maintain the National Social Security Number (NSSN) for employees and
record PF contributions, Penal damages (14B), 7Q details, and other miscellaneous
payments. Oracle HRMS enables you to generate and submit monthly PF returns for each
business number. You can record NSSN of employees using the Further Benefits Tab in the
People window.You can run the following concurrent programs:
Provident Fund Monthly Returns Archive (India) - to archive the data for the PF
Monthly Returns
India Monthly PF Returns (e-File) - to generate the e-file for PF Monthly Returns
India Monthly PF Returns (Printed) - to generate the Printed Copy for PF Monthly
Returns
7.8.2.3.
Comply with Statutory Updates for 2007
The Income-Tax (Fourteenth Amendment) Rules, 2007-Amendment In Rule 3 Valuation

Of Perquisites provides the following changes. Oracle HRMS supports these changes:
Changes in accommodation perquisite rates, effective from 1-Apr-2006
Re-introduction of perquisites, effective from 1-Apr-2008

o
Motor Car
Free Traveling, Touring
Accommodation
Lunch Perquisite Gift
Voucher Or Token Perquisite
32
7.9.
Credit Card Perquisite
Club Expenditure
Free Transport
Section 80 C now includes the following:

o
Five-Year Post Office Time Deposit Account
Senior Citizens Savings Scheme - for those employees whose age is 60 or

more in a FY
NABARD Bank Deposits (effective from 1-Apr-2008)

7.9.1.

7.9.1.1.
Run the Tax Credit Upload Process to Validate Accurate Revenue File
Checking
The Tax Credit Upload process now produces an audit report that facilitates accurate
checking of the credit file upload process. This report is generated only when you run the
process in Validate Only mode.
7.9.2.

7.9.2.1.
Comply with Recent Statutory Updates
Statutory updates support the following:

P45 Part 3/P46 XML Report: Oracle HRMS now enables to employers to use the P45
Part 3 XML report to notify the Irish Revenue of new starters. This change helps to comply
with the Irish Revenue requirements. The notification generates a new tax certificate from
the Revenue. If an employee has not provided a P45 document, then the employer raises a
P46 to request a new Tax Certificate, Form P2c.
EHECS Report: Employers who have more than 50 workers need to submit a mandatory
Earnings Hours and Employment Cost Survey (EHECS) Report to the Central Statistics
Office (CSO) of Ireland every quarter.
Budget Changes: Irish Budget changes for 2008 require the following changes to Oracle
HRMS:
The following values change effective 2008:
Increased taxation and Personal Tax Credits bands
Increased Tax Credit from 1,760 to 1,830
Increased Standard Rate Cut Off Point from 34,000 to 35,400
33
Increased employee contribution ceiling based on cumulative earnings for all

employment types from 48,800 to 50,700
Increased threshold for payment of Health Contribution from 480 per week to 500
per week and annual threshold from 24,960 to 26,000
Increased weekly threshold from 339 to 352
Additionally, predefined global values and user table values are changed to accommodate
the statutory requirements.
7.10. Oracle HRMS for Japan

7.10.1.

7.10.1.1. Print Employee Number on Published Insurance Premium Exemption and
Spouse Special Deduction Form for Salary Earner
You can now print the employee number on published Insurance Premium Exemption and
Spouse Special Deduction Form for Salary Earner.
7.10.1.2. Calculate and Archive Accident Insurance Information
You can now calculate accident insurance information and archive it in the Insurance
Premium Exemption and Spouse Special Deduction Form for Salary Earner self-service
pages. You can also now override the default accident insurance premium displayed these
pages.
7.10.2.

7.10.2.1. Statutory Changes for 2007
Users can now:
Enter earthquake insurance and premium exemption details and print them on the
Insurance Premium Exemption and Spouse Special Exemption Form for Salary
Earner (ISDF) self-service page.
Print Social Insurance reports on a single page.
Calculate the accident insurance premium and print it on the ISDF self-service
page.
Use the improved Social Insurance report format. Additionally, use a combined
new report for the Address Change Report for the Insured Employee and the
Dependent reports.
Generate the ISDF report using Oracle XML Publisher. A new archiver process is
available to generate the ISDF report.
Use the improved format of the Withholding Tax Report for Earned Income.
Oracle HRMS for Japan
34
7.11. Oracle HRMS for Korea

7.11.1.

7.11.1.1. Meet the Statutory Updates for the YEA Tax Receipt for 2007
National Tax Service (NTS) of Korea introduced a new layout for the Year End Adjustment
Tax Receipt to meet the statutory updates for 2007. Oracle supports this new layout to
display the following:
7.11.2.
Stock Purchase Option Execution Earning - Employees can now report to the NTS,
the monetary amount they earn for any stock purchase as a Stock Purchase Option
Execution Earning. This amount is taxable. Oracle provides a new balance Stock
Purchase Option Execution Earning to record this amount.
Research Payment - The research payment that employers pay employees for
research purposes is now a part of the Non-Taxable amount. Previously, this
amount was a part of the Other Non-taxable amount. Oracle provides a new
balance Research Payment to record this amount.
Exemption amounts and the number of additional children - You can now display
the exemption amount and the number of additional children for the employee.
Pension Premium and National Pension Premium Exemption amounts - To meet

the latest statutory requirements given by the NTS to the Tax Receipt report, the
report now displays the Pension Premium and National Pension Premium
Exemption amounts as separate items. As of this release, the Tax Receipt report
includes these items, but displays blank values for the amounts.
Female Exemption and Senior Exemption - You can now display if the employees
receive exemption for female and senior dependents. You can also record if the
employees receive exemptions for senior dependents and for any additional
children.

7.11.2.1. Comply with Statutory Changes for 2007
Users can now:
Use the improved templates for year-end reporting.
Claim an employees withheld income tax amount in the monthly payroll cycle and
bonus.
35
7.11.3.

7.11.3.1. Comply with the Updated Layout for Year End Adjustment Ledger Report
and the RTF Template
The KR Year End Adjustment Ledger Report and the RTF Template now display the Stock
Purchase Option Execution Earning and the Research Payment information to meet the
latest statutory requirements.
7.11.3.2. Display Non-Taxable Earnings in Non-Statutory and Statutory Separation
Pay Tax Receipt
To comply with the latest Korea 2007 updates, the Non-Statutory/Statutory Separation Pay
Tax Receipt layout displays the non-taxable earnings in Separation Pay Tax Receipt for
both current and previous employers.
7.11.3.3. Use the Updated Exemption Rate for Investment Partnership
The YEA Entry window and the YEA SSHR pages now include the changed prompts for
the Financing Types as Financing (15%) and Financing (10%) to meet the statutory
requirements. The maximum limit for the Financing Type1 is now modified to 50% of the
Taxable Income and the percentage of the Financing Type1 is now changed from 30% to
15% effective from 01-Jan-2007. The income exemption rate for Investment Partnership
Financing (Type2) has changed from 15% to 10% from 1st January 2007.
7.11.3.4. Calculate the Tax Break Amount Using the New Value
Previously, the political donations till KW 100,000 were eligible for tax exemptions.
According to the new guideline, calculating the tax break amount based on Political
Donation up to KW 100,000 is now changed.
The calculation for tax break amount based on political donation has been updated. A new
global variable KR_YEA_POLITICAL_DONATION_EXEM_FAC with a value of 1.1 is
available for calculating the tax break amount effective from 01-Jan-2007.
7.11.3.5. Identify Korean Citizens as Foreigners and be Eligible for Tax Exemptions
You can now identify Korean citizens as foreigners and exempt them from certain tax
regulations, if they own a residence in a foreign country. By recording the employee as a
foreigner, the logic to calculate taxes varies.
You can now record if the employee owns a residence in a foreign country using the new
Foreign Residency check box on the Income Tax form.
7.11.3.6. Record Donation Receipt Number for Easy Identification
You can now record the donation receipt number issued by the recipient of the donation.
Oracle HRMS includes a new field called Receipt No. in the Donation Details section of
the Donation Tax Exemption tab on the YEA Entry window. You can enter alphanumeric
characters. Alternatively, you can record this information on the Extra Assignment
Information DFF and YEA sections of the Self-Service Entry Page.
36
7.11.3.7. Exclude Double Exemption for Medical Expenses

Starting 2007 YEA, the double exemption in medical expense exemption derived from the
medical payment paid in cards - credit cards and direct deposit cards is no longer available.
Therefore, the double exemption amount, calculated from the medical expense paid in
cards is now excluded from the cards exemption.
7.11.3.8. Comply with the YEA Reclaim Sheet Layout Changes
The National Tax Service of Korea has introduced a new layout of Year End Adjustment
Reclaim Sheet to meet statutory tax changes for 2007. Oracle HRMS now supports the new
version for 2007 for legislative compliance. You can use the Korean version to submit
YEA information to the NTS. You can now view the additional children exemption flag
and the pension exemption details within the Reclaim Sheet.
7.11.3.9. Comply with the Latest Statutory Changes for 2008
Oracle HRMS supports the following statutory changes for 2008:
New tax rates for earnings
Card Exemption Rate is now 20% of the amount exceeding 20% of the taxable
earning
Change to the maximum exemption limit for specified donation to 15% from 10%
effective from 01-Jan-2008 and 20% effective from 01-Jan-2010
7.11.3.10. Use the Updated Health Insurance and National Pension Premium Rates
From 1 January 2008, the Health Insurance Premium rate is changed to 5.08%. Employers
pay 50% of the insurance premium and employee pays the remaining amount.
Oracle HRMS uses the new rates to calculate the National Pension Premium as follows:
National Pension Premium = Monthly Earning * National Pension Premium Rate
7.11.3.11. Calculate Tax Exemptions for Employees With a New Born or Adopted
Child
Starting 1 January 2008, employees are eligible for an exemption of 2,000,000 for expenses
on a newborn baby or an adopted child. You can now record the expenses for newborn
baby or adopted child using the Contact EIT. You can also record the expenses for a
dependent using the Income Tax window and SSHR Yea Entry page.
The YEA and TAX formulas are modified to calculate the tax exemption for employees
who have had a new born or adopted child.
7.11.3.12. Use the Updated Foreign Worker Income Exemption Rates
Starting 1 January 2007, the income exemption for foreign worker is 30% of taxable
earning (item 21 of 2006 YEA Tax Receipt). The non-taxable earnings are not included
within the foreign worker income exemption calculations.
37
7.11.3.13. Record Both Summary and Details for Medical Expenses

Previously, you could record the medical expenses either using the Summary region or the
Details region on the Medical Exemption tab of the YEA Entry window but not both.
According to the new NTS requirements, you can now record both the summary and
details. Oracle HRMS enables you to record both or a part of the medical expense
information using the Summary region and the remaining in the Details region.
A new check box - Medical Expense Details Required is now available that enables you to
record in both the regions. The application uses the total amount for calculation purposes.
7.12. Oracle HRMS for Kuwait

7.12.1.

7.12.1.1. Produce Report 166 for the PIFSS Based on Revised Rates
The Public Institution for Social Security (PIFSS) social insurance schemes for employees
include pension fund contributions. As of August 1, 2007, the rate for the employee
pension fund contributions increases from 1 to 2 percent, resulting in an increase from 6 to
7 percent for the total employee social insurance. This release revises the values used to
calculate the contributions and to produce the Report 166 for the PIFSS. The application
now calculates the employee pension fund contributions based on 2 percent
(KW_SI_CALCULATION). When you generate Report 166 after August 1 2007, the
application displays the appropriate result for the employee pension deduction.
7.13. Oracle HRMS for Mexico

7.13.1.

7.13.1.1. Manage Social Security Information through Integrated Archiver
The various Social Security reporting archivers have been consolidated into a single
process: Social Security Archiver.
The Social Security Archiver is a concurrent program that archives data used for reporting
to the social security institutes. The program archives employee and salary information
related to the following areas:
Employee hire or re-hire
Personal data, such as National Identifier and Name
Changes to employees salary
Employee separation/termination
Absences and Leaves
Disabilities
Oracle HRMS for Kuwait
38
INFONAVIT data
SUA transactions
You can then generate the appropriate statutory reports through the following mechanisms:
Social Security Affiliation Report (employment and salary change reporting)
SUA Interface Extract (SUA transactions)
Annual Work Risk Incident Report (Work Risk Incident Premium reporting)
7.13.1.2. Successfully Create and Save GRE Organizations

You can now successfully create and save GRE organizations.
7.13.1.3. Implement and Archive Change of GRE for Employees
When you perform a change of GRE for an employee, that change is now recognized and
archived by the Social Security Archive process.
7.13.1.4. Specify Names of Over 15 Characters as Timecard Approvers
When specifying a timecard approver, you can now select employees with names of over
15 characters in length.
7.13.1.5. Specify Legal Employer when Running the DIM Report
When running the DIM report, you are now able to select the Legal Employer field now
properly populates its list of values.
7.13.1.6. Run QuickPay with IDW Elements in Spanish Instances
You can now run a Quickpay/Payroll Run on a Spanish language instance, and it will not
generate errors when it processes the Integrated Daily Wage element.
7.13.1.7. View IDSE File Content More Easily
When viewing the IDSE file output, its content now appears on multiple lines rather on a
single line.
7.13.1.8. Access State Tax Rules DFF without Errors
In environments where both US and Mexican legislations are running, you can now view
the State Tax Rules descriptive flexfield without generating errors.
7.13.1.9. Use the hr_mx_ex_employee_api.mx_final_process_emp API without Errors
You can now execute the hr_mx_ex_employee_api.mx_final_process_emp API without
generating errors.
Oracle HRMS for Mexico
39
7.13.2.

7.13.2.1. North American 2007 Reporting Enhancements and Statutory Updates
Oracle HRMS supports statutory changes for End of Year 2007 for Mexico, which include:
7.13.3.
Enhancement to the ISR Tax Format 37.
Enhancement to the Information Declaration Report (DIM) program.
Revised statutory tax rates for Colima, Guanajuato, Morelos, Puebla and
Queretaro.

7.13.3.1. Comply with Employer State Tax Changes
The Employer State Tax has been updated with the most recent taxability rules.
7.13.3.2. Comply with ISR Tax Changes
Updates have been made for annual ISR tax tables under article 177 and 178 for Year 2007.
These rates are effective from 1st Jan 2007.
7.14. Oracle HRMS for Netherlands

7.14.1.

7.14.1.1. Make the Civilian Service Number Optional (Previously the SOFI Number)
The SOFI number is now called Civilian Service Number or BSN.
With this release, you can also use the new HR: Make National Identifier Optional profile
option to make the SOFI Number optional.
7.14.1.2. Use New Dutch First Day Notification Report
With this release, you can use the new Dutch First Day Notification Report to meet
statutory requirements for an employee attached to an HR organization with tax details.
This is applicable if an employee is hired, terminated, rehired, or if you update employee
records on or after 4th July 2006.
7.14.1.3. Group Multiple Assignments by Employer
You can now use the new Assignment Process Group field on the Dutch Business Group
EIT to group multiple assignments by employer or payroll.
40
7.14.1.4. Use New Profile Options

With this release, you can use the following new profile options:
Security profile enabled in the Absence Action List Report and Re-integration
Actions Report.
HR: Display Special Rate Annual Income on Assignment to calculate and display
the Special Rate Annual Income. If you set this profile option to No, then the
application does not calculate and display the Special Rate Annual Income.
HR: Default Income Code to set the default income code for all employees.
7.14.1.5. Support Refund of ZVW Contributions to Employees

With this release, Oracle Payroll supports the refund of ZVW contributions to the
employees by the tax authorities or employers. You can perform retro calculation when
calculating ZVW refund contributions.
7.14.1.6. Include Latest Assignment Details in the Dutch ATS Reports
Oracle Payroll now provides functionality to attach assignments to a payroll throughout the
year and display the assignment details in the Dutch ATS Report.
The report displays only those assignments that have payroll runs. Previously, the Dutch
Annual Tax Statement Archive did not archive any assignments that you attached later than
the beginning of the year.
7.14.1.7. Use Enhanced Life Saving Scheme Features
Oracle Payroll now provides enhanced support for the Life Saving Scheme, so participating
employees can withdraw the amount saved to compensate for unpaid leave or in case of
retirement. Additionally, employees withdrawing money from their LSS receive a discount,
the Life Cycle Leave Discount (LCLD), which is paid as part of the Net Earnings of the
employee. To satisfy legislative requirements, any unused LCLD is not carried forward to
the next pay period.
7.14.1.8. Use Updated Reports to Support Legislative Changes
With this release, Oracle Payroll provides you with updated reports that use new balances
and subsidies for travel allowance, retro travel allowances, and wage tax subsidies to
support legislative changes.
The following changes are made to the reports:
Remuneration report:
o
Displays Yes if your yearly values of Travel Allowance or Retro Travel

Allowance are non-zero for the assignment in the Travel Allowance
indicator.
Modified to change the display of ZVW Refund amount.
Displays LSS changes
41
Payslip:
o
Displays the Travel Allowance and Retro Travel Allowance values along
with the Net Earnings in the Payments and Deductions section.
Modified to show ZVW refund and Retro ZVW Refund.
Wage report:
o
Displays the Travel Allowance and Retro Travel Allowance values along
with the Net Earnings.
Displays the public sector and own risk cover details.
Supports reporting for Lunar Month Period Type.
7.14.1.9. Use New Wage Subsidies for Payroll Processing

Wage Tax subsidy now supports two new types of subsidies - Student and EVC. The
Wages report displays two new elements, Wage Tax Subsidy EVC and Retro Wage Tax
Subsidy in the Wage Tax Subsidy Education Amount.
7.14.1.10. Support for Late Hire Processing in Payroll
With this release, Oracle Payroll supports computation of tax and SI based on the salaryearned date for the payroll process of new hires, where the date paid is in different period.
7.14.1.11. Use the New Adjustment Component to Carry Forward Earnings

With this release, you can use the new Adjustment RetroPay component to calculate
deductions after carrying forward the difference only in earnings to the current period. The
existing Standard RetroPay component (now changed to the Correction component)
calculates deductions by processing tax and social insurance in the original period.
7.14.1.12. Process Tax and SI Balances using AAOP instead of IP High and IP Low
Pension Schemes
Starting from January 2007, a new ABP Pension Type -- ABP Disability Insurance (AAOP)
is introduced. This pension type replaces the existing IP High and IP Low pension types.
The ABP Reporting functionality is updated to reflect these changes. The new pension type
is reported via Record 09 with a contribution code of AP.
7.14.1.13. Use the Modified Dutch Annual Tax Statement Report
The Dutch Annual Tax Statement Report has been updated to support legislative changes
and the following are the changes:
Replaced the Insured for ZFW field with the Wage for ZVW field. The Wage for
ZVW field reports the YTD balance for ZVW basis that contains normal and
special rate calculation.
Replaced the ZFW or Private Health Insurance Contribution field with the
Deducted contribution for ZVW field. The Deducted contribution for ZVW field
42
reports the YTD balance for employee contribution for ZVW that contains normal
and special rate calculation.
Changed the layout of the address lines to comply with the Dutch format of
address.
Added a new field called the Period of Service to the report. This field displays the
period of service of the employee in the current year in the DD/MM/RRRR DD/MM/RRRR format.
Displays the Employer name and tax registration number for each employee in the
report. These two values/attributes are either of the legal employer (if attached) or
that of the employer derived from the hierarchy.
7.14.1.14. Use New Dutch Element RetroPay Setup Report to Display Retro Setup of
User Element
With this release, you can use the new Dutch Element RetroPay Setup Report to view the
RetroPay setup of all elements. You run the report to either display all the elements or the
elements with RetroPay setup only. Select either All Elements or Elements With RetroPay
Setup option for the Element records field in the Concurrent Programs window.
7.14.1.15. Reduce Data Volumes and Improve Performance by Producing Fewer Run
Result Values
Oracle Payroll has enhanced the payroll run to eliminate unwanted run result values. The
payroll run no longer saves those null run results, that is, those run results that do not
contain a value. This change improves the performance of the payroll run and reduces the
space needed for the run results.
Do not implement this feature if you have written your own reports that depend on null
result values.
Oracle Payroll does not suppress null run results unless your System Administrator has
enabled this feature by:
1. Checking that the Generic Upgrade Mechanism contains an upgrade called Enable
Sparse Matrix Null Run Result Values Functionality.
2. Running the Enable Sparse Matrix Null Run Result Values Functionality upgrade.
7.14.1.16. Configure Precision of Maximum Salary Type

With this release, you can configure the precision of the Maximum Salary field when
defining an SI Type to display three decimals for rounding purposes.
43
7.14.2.

7.14.2.1. Year End Report
Using the new Dutch Year End report, users can now generate the year-end payroll data. As
the Year End Report is an extension of the Dutch Wage Report, it uses the Dutch Wage
Report Generator and Dutch Wage Report concurrent programs to generate the Year End
report.
7.15. Oracle HRMS for New Zealand

7.15.1.

7.15.1.1. Contribute and Report the KiwiSaver Deductions to Inland Revenue
Employers and employees may contribute to the KiwiSaver scheme. Employers are
exempted from paying Specified Superannuation Contribution Withholding Tax (SSCWT),
if they contribute to the KiwiSaver on the behalf of their employees. Employers report and
submit details of KiwiSaver contributions and deductions to the Inland Revenue
Department(IRD). Oracle HRMS for New Zealand provides element, balances, and balance
dimensions to enable you to process and calculate these KiwiSaver deductions.
7.16. Oracle HRMS for Norway

7.16.1.

7.16.1.1. Use the Documents of Record Functionality to Store Document Information
You can use the updated Documents of Record Self-Service functionality to store
document information. You can now capture information specific to the Document Type
Follow-up Plan.
7.16.1.2. Use the Modified NUS-2000 Code for the Employees Qualification Type
You can now use the value set for the NUS-2000 Code field and add appropriate meanings
for the qualification type.
7.16.1.3. Process Holiday Pay for Your Employees
You can record various holiday absences for employees and administer holiday pay. You
use the Absence Entry window to record different absences and other absence-related
information, and then run the payroll to calculate the holiday pay.
7.16.1.4. Process All Absence Categories to Administer Absence Pay Effectively
You can record all categories of absences such as sickness, parental leave and adoption to
administer absence pay. You can use predefined elements and formulas to calculate
benefits and deductions amounts easily. Record additional information at the employer and
employee level to support absence pay process.
Oracle HRMS for New Zealand
44
7.16.1.5. Generate Sickness Leave and Absence Statistics Report

You can generate and submit reports to statutory authorities that list sickness and absence
statistics.
7.16.1.6. Calculate the Impact of Reimbursements of Absence and Holiday Pay on
Employer Contribution
When you calculate the Absence benefit or Holiday Pay on the Absence amount to be
reclaimed from the Social Security Office, Oracle HRMS enables you to calculate the
portion of Employers Contribution that you reclaim.
7.16.1.7. Use the Self-Service Tax Card Interface to Enter Tax Card Details
The Tax Card User Interface enables you to enter data for a tax card in the Tax Card
element. This interface opens in a browser and performs various validations on the data you
enter. You can use this interface to manually create tax card details.
7.16.1.8. Generate Online Payslip
Employees can view their payslip online using Self-Service HR. Oracle HRMS generates
the payslip based on archived data. Providing this information reduces the number of payrelated questions salary administrators receive.
7.16.1.9. Stay informed with New Payroll Reports
You can generate the following payroll reports using the Submit Request window:
Employee Deduction reports

o
Norwegian Tax Levy Deduction Report: View tax levy deduction details
per payee for a given period
Norwegian Union Due Deduction Report: View union due deduction

details per payee for a given period
Norwegian Support order and other Deduction Report: Use this report to
view support order and other deduction details per payee for a given period
Payroll Accounting Report: Audit and check consistency between the employers
general ledger application and payroll application. Use this report for reconciliation
purposes.
Employer Contribution and Withholding Tax Report: View bi-monthly report on

Employers Contribution and Withholding Tax
End of Year Report: Generates the employees earnings and remunerations along
with tax deducted information
Salary Statistics Report: Comply with Statistics Norway and submit reports in their
approved format
45
7.16.1.10. Process Payments for Employees Based on 2006 Taxation Changes

Oracle HRMS provides legislative updates and changes to help you manage the processes
as per the new values for 2006. These changes apply to tax tables, payslip, and holiday pay,
and they enable you to upload tax table data per localization rather than per business group.

Oracle HRMS provides legislative updates and changes to tax and statutory deductions to
help you manage the processes as per the new values for 2006.
7.16.1.12. Support Recent Legislative Changes
The following changes have been made to support legislative updates for 2007:
The End of year Archiver now archives information for both Employers and
Employees. This is useful while generating Certificate of Pay and Tax Deducted
report for each employee. The Archiver also archives the information for the new
zones.
The Employee Audit Report has a new field to display Dates/Days only for eligible
employees
A new criteria to group eligible codes to sum up the values or additional

information
Employers and Employees Register Report this new report displays all current
and historic employments of an employee and the number of employees currently
and historically employed in the organization. The report supports two formats
Status Control and Continuous Reporting. Both these formats generate an
electronic flat file, which you can submit to the NIA, and an Audit file, which lists
the contents of the electronic file.
7.16.1.13. Use Advance Pay to Pay Employees in Advance

The Advance Pay process enables you to pay employees in advance for holidays or other
events. The process performs payroll runs for the periods to be advanced, using all date
effective information in place, and stores the final net figure as the amount to be advanced.

The Enhanced RetroPay core payroll process is now available for Norway. You can use
either of the two RetroPay components:
Correction: Use this option to recalculate tax and SI balances on adjusted earnings
for each period and carry forward the difference in both earnings and deductions to
the current period.
Adjustment: Use this option to recalculate deductions after carrying forward the
difference in earnings to the current period.
46

output.
7.16.1.16. Reduce Data Volumes and Improve Performance by Producing Fewer Run
Result Values
Oracle Payroll has enhanced the payroll run to eliminate unwanted run result values. The
payroll run no longer saves those null run results, that is, those run results that do not
contain a value. This change improves the performance of the payroll run and reduces the
space needed for the run results.
Do not implement this feature if you have written your own reports that depend on null
result values.
Oracle Payroll does not suppress null run results unless your System Administrator has
enabled this feature by:
1. Checking that the Generic Upgrade Mechanism contains an upgrade called Enable
Sparse Matrix Null Run Result Values Functionality.
2. Running the Enable Sparse Matrix Null Run Result Values Functionality upgrade.
7.16.1.17. Implement Mandatory Occupational Pension Scheme

Use the Mandatory Occupational Pension scheme to pay employer contributions to group
pension funds for your employees. Using this feature, you can:
Register information about various pension providers
Register information about different pension types
Map pension providers or agreements to employer
Register pension information about employees or assignments
You can also:
Estimate the employers pension premium and the Employers Contribution of

pension premium per payroll run
Estimate the Agreement Based Pension premium per payroll run
Deduct the employees pension contribution per payroll run
Enable an element for entering actual paid collective pension (Employers part) per
employee

Oracle Payroll.
47
7.16.1.19. Improve the Performance of Oracle Payroll Processing

To improve payroll run performance, Oracle Payroll creates and maintains Latest Balance
Values. If these values were not created, the payroll process would calculate balance values
by summing the run results for all balances. This has a significant impact on the first
payroll run. This release enables you to use Latest Balances for Oracle Payroll processing.
7.17. Oracle HRMS for Singapore

7.17.1.

7.17.1.1. Use Revised Foreign Workers Levy Rates and New Permit Categories
Beginning 01-Apr-2007, employers employing workers in the construction and process
industry, who are exempted from the Man Year Entitlement (MYE), have to pay a Foreign
Workers Levy (FWL) to the Central Provident Fund (CPF) board.
7.17.1.2. Comply with New Regulations of the Central Provident Fund
Beginning 1-Jul-2007, the Central Provident Fund (CPF) regulations have changed. The
Oracle payroll application enables you to comply with these regulations and contribute to
the CPF.
7.18. Oracle HRMS for South Africa

7.18.1.

7.18.1.1. Generate and Submit Workplace Skills Plan Reports
With R12.0.3, you can now generate and submit Workplace Skills and Annual Training
Reports annually to your SETA. Submitting the Workplace Skills Plan Report results in a
15% refund of the Skills Development Levies employers pay annually. Submitting the
Annual Training Report can result in an additional 45% refund.
This feature includes the following:
Workplace Skills Plan Setup and Maintenance process
Workplace Skills Plan Preprocess
Workplace Skills Plan Report
ZA SDF Information organization type
Oracle HRMS for Singapore
48
7.18.2.

7.18.2.1. UIF Annual Limit
Oracle HRMS South Africa now supports statutory changes to the increase in the annual
Unemployment Insurance Fund (UIF) earnings limit and the official interest rate. The
updates are as follows:
7.18.3.
Global value for Annual UIF Limit is now R149736 with effect from 1 October
2007.
Global value for Official Interest Rate is now 11% with effect from 1 September
2007.

7.18.3.1. Comply with Statutory Updates for End of Year (EOY) 2008
Oracle HRMS supports statutory changes for End of Year 2008 for South Africa, which
include:
Budget Speech changes for the 2008-09 tax year
Tax Year End 2008 changes
7.19. Oracle HRMS for Sweden

7.19.1.

7.19.1.1. Process Holiday Pay for Your Employees
You can record various holiday absences for employees and administer holiday pay. You
use the Absence Entry window to record different absences and other absence-related
information and then run the payroll to calculate the holiday pay. You can process the
holiday pay that the employees accrue based on the different kinds of earnings and
remuneration they earn in the holiday year.
Oracle Payroll.
7.19.1.3. Process Sickness Pay for Your Employees
You can process sick pay to calculate sick pay, sickness deductions, and waiting day
deductions along with the payroll run. The solution contains predefined examples. These
examples cover the basic rules from statutory requirements and are working examples. If
your requirement exactly matches the predefined examples, then you can configure the
examples to use them as solutions. Otherwise, you must create new formulas and elements
with your organization-specific logic. You can then configure these new formulas and
49
formulas and elements to work as a solution.

7.19.1.4. Generate Online Payslip
Employees can view their payslip online using Self-Service HR. Oracle HRMS generates
the payslip based on archived data. Providing this information fulfils statutory requirements
and also reduces the number of pay-related questions salary administrators receive.
7.19.1.5. Use the Tax Card User Interface to Enter Tax Card Details
The Tax Card User Interface enables you to enter data for a tax card in the Tax Card
element. This interface opens in a browser and performs various validations on the data you
enter. You can use this interface to create tax card details manually.
7.19.1.6. Manage End of Year Changes for 2006
Oracle HRMS provides legislative updates and changes to tax and statutory deductions to
help you manage the processes as per the new tax table values and employer tax percentage
break-up values for 2006.
7.19.1.7. Generate Payroll Reports for Statutory Compliance
The following new reports are added to meet statutory requirements.
7.19.2.
Swedish Tax Declaration Report
Swedish Direct File Transfer Report
Swedish Statistics Office Report
Swedish Short Term Employment Statistics Report
Swedish Holiday Pay Debt Report
Swedish FORA Report
Swedish Wages and Salaries Statistics Report
Swedish Tax Declaration XML File Report
Swedish Work Time Certificate Report
Swedish Income Statement Report

7.19.2.1. Generate and Submit ALECTA Report
You can now generate and submit the monthly ALECTA report to the tax authorities. Use
this report to submit details of salary changes, terminations, new employees, and internal
movement of employees within a group of companies.
50

output.
7.20. Oracle HRMS for United Kingdom

7.20.1.

7.20.1.1. No Longer Need to Specify the National Identifier When Hiring Employees
in SSHR
When using Self-Service HR, the National Identifier field is no longer mandatory in the
Hire Employee process flow.
7.20.1.2. Calculate Accurate Average Earnings for Employees with Multiple
Assignments
Oracle Payroll now calculates accurate average earnings for employees with multiple
assignments when one of the assignments started after the qualifying period.
7.20.1.3. Generate Accurate Payroll Calculations Subsequent to Performing a
Reverse Payroll Run
To view a payroll run in the Reversals form, you must set the session date to be on or after
the effective date of the run you want to reverse. However, this can cause conflicts for
positive offset payrolls, because you would have to set your session date to a date into the
next period. That session date would then be used to calculate the Time Period ID of the
reversal action (the period start and end dates must span the current effective date). Oracle
Payroll would then select the next Time Period ID to be the reversal Time Period ID for a
run in the prior time period.
In R12.0.3, you can now use the session date to be the date paid of the runs payroll action
(to view the run action). When you reverse it, Oracle Payroll chooses the same Time Period
ID for the reversal as for the run.
When doing a reversal with a positive offset payroll, set your session date to be equal to the
date paid (effective date) of the run you wish to reverse. This ensures the effective date and
Time Period ID are correct.
7.20.1.4. Display Accurate Details in the Payroll Summary Report
The Payments Summary Report no longer includes values from the previous pay period
when running against a positive offset payroll. This occurred when the payment date of the
previous period fell into the current period.
7.20.1.5. Accurately Employ Adjustments Against Court Order Elements
Oracle Payroll now correctly applies Replace type adjustments made against COURT
ORDER elements for the first months payroll process and all subsequent payroll runs.
51
7.20.1.6. Specify Average Earning Amounts for Maternity Pay

You can now manually specify average earnings in the Average Earning block on the
Statutory Payments form for rehired employees whose qualifying week fell into the
previous period of employment.
7.20.1.7. Display the Correct Week in the Pay Advice Report
For positive offset payrolls, the Pay Advice report now correctly displays the correct week.
For example, 49 for week number 49, rather than 50.
7.20.1.8. Use the Date Worked Payment Method to Pay Non-Recurring Claims
Use the Date Worked Payment method to easily pay ad-hoc hires and to support nonrecurring claims. This feature enables you to pay part-time salary and OSLA claims. If you
want to enable the Date Worked Payment Mode, you must ensure that all Claims (Normal
Claims and Retro Claims) elements have the Date Worked Input Value added.
7.20.2.

7.20.2.1. Use the New NUVOS Pension Scheme to Comply with Recent Statutory
Updates
A new legislation has come into effect from 31 July 2007 that introduces a new pension
scheme called NUVOS. All new entrants, employed within the public sector, who enroll in
a pension scheme on or after 31 July 2007, are eligible to join this new pension scheme.
Oracle HRMS supports changes to implement this new Penserver Scheme.
7.20.2.2. Use the New Local Government Pension Scheme (LGPS) to Comply with
Statutory Changes
To support the statutory changes coming into effect from April 1, 2008, Oracle HRMS for
UK delivers a new method to calculate employees' pensionable pay and process
pensionable contribution for the local government pension scheme (LGPS).
With this release, Oracle HRMS calculates contractual pensionable pay for each
assignment using the applicable historic rates and other applicable calculations. The
application uses the contractual pensionable pay to process pension contribution.
7.20.2.3. Comply with Statutory Changes to P46 Car EDI
Employers are required to submit details of all company cars to the HMRC on a quarterly
basis. You can do this either on paper, using form P46 (Car) or electronically. Oracle
HRMS provides functionality to allow customers to submit the P46 (Car) information
through EDI, using the message type P46CAR.
7.20.2.4. Comply with Statutory Updates to P14 EDI
Oracle Payroll now supports changes to the P14 EDI process to comply with the HMRC
Implementation guideline document. The document requires these changes to validate the
data and output in GFF File format.
52
7.20.2.5. Comply with Pre-Budget Statutory Updates

On 9 October 2007, the Chancellor of the Exchequer delivered the pre-budget report. The
new figures affect certain calculations within UK payroll systems, national insurance, and
statutory payments. Oracle Payroll implements these changes with effect from 6 April
2008.
Oracle Payroll also supports changes to the calculation of PAYE, announced in the budget
statement in April 2007, with effect from 6 April 2008 to ensure continued compliance
with the UK legislation for 2008/ 2009 tax year. All UK Payroll customers require these
changes, which are as follows:
Changes to National Insurance Thresholds
Timing
LEL
ET
UEL
Weekly 90.00
105.00
770.00
Monthly 390.00
453.00
3337.00
Yearly
4680.00 5435.00 40040.00
Changes to Basic rate- Basic Rate - 20%

Changes to Statutory Payments Rates
SSP rate - 75.40
SMP standard rate - 117.18
SAP standard rate - 117.18
SPP standard rate - 117.18
7.20.2.6. Comply with Start of Year Statutory Updates

Oracle Payroll now supports an enhanced Start of Year process to provide improved
performance and reporting.
7.20.2.7. Comply with NI Rollup Statutory Updates
Oracle Payroll supports changes to the conditions for contribution rollup and LEL rollup to
comply with statutory requirements and ensure correct reporting of NI figures.
7.20.2.8. Comply with Statutory Updates to In Year Filing Reports
From 6 April 2008 there are certain changes to the business rules surrounding the
completion and issue of In-year forms. Previously, the mode of transmission for all EDI Inyear messages used the MOVDED Version 3.0 message type. This year, EDI In-year
messages use the MOVDED Version 5.0 message type. According to legislative
requirements, after 05-Apr-2008, the HMRC will reject existing processes and their
associated MOVDED 3.0 files. To support these changes, Oracle Payroll includes the
following changes:
Renamed the existing processes as follows:
53
P45(3) EDI Process to P45(3) EDI Process - pre 06-Apr-2008
P46 EDI Process to P46 EDI Process - pre 06-Apr-2008
Pension Notification EDI Process to Pension Notification EDI Process - pre 06Apr-2008
P45(1) EDI Process to P45(1) EDI Process - pre 06-Apr-2008
Oracle Payroll now supports the following new processes and their associated 5.0 message
file types to support HMRC requirements effective 06-Apr-2008:
P45PT3 EDI Process
P46 EDI Process
PENNOT EDI Process
P45PT1 EDI Process
Additionally, there are updates to the current application to generate EDI reports in line
with the HMRC specifications.
7.21. Oracle HRMS for United States

7.21.1.

7.21.1.1. Use Ethnic Categories Recognized by Agencies for EEO-1, EEO4, EEO5,
and IPEDS Reports
EEOC introduced the Ethnic Origin category Two or More Races for 2007 EEO-1
reporting. The agency reports for EE04, EEO5, and IPEDS do not recognize this category
and use the previous ethnic categories. To ensure that your reports cover all employees, you
can now run exception reports to identify and correct invalid entries. The EEO4, EEO5, and
IPEDs exception reports list the names of employees and their assignment numbers. The
exception report also cites the reason for the invalidating employee records. After
completing any missing information, you can run the final reports.
7.21.1.2. Obtain VETS-100 Reports Based on the Previous Year

When you produce the VETS-100 reports, you must create a report that covers the previous
12 month period. To ensure that the report covers the appropriate time span, this release
replaces the date fields (Report From Date and Report To Date) with the date on which the
12 months conclude: 12 Month Period End Date. The field change affects the following
reports:
VETS-100 Suite Of Reports
VETS-100 Veterans Employment Report
VETS-100 Consolidated Veterans Employment Report
VETS-100 Veterans Employment Report - all estabs
54
VETS-100 Employment Listing
Electronic VETS-100 Report
7.21.1.3. Statutory Changes to EEO-1 Paper and Magnetic Reports

EEO-1 paper and magnetic reports now include the 2007 statutory changes for Job
Category descriptions (US_EEO1_JOB_CATEGORIES) and Ethnic Categories
(US_ETHNIC_GROUP).
7.21.1.4. Control Resident Wage Accumulation and Tax Calculation
Oracle Payroll calculates tax withholding and accumulates wages based on rules provided
through the tax interface with Vertex. Changes within the Vertex tax engine significantly
improve the handling of multiple work jurisdictions and enhance the processing of
reciprocity rules at state and local levels. Using the Standard or Enhanced Tax Interface,
your employees accumulate wages even when state and local taxes are not withheld. After
enabling the Enhanced Tax Interface plus Wage Accumulation, you can override the
standard behavior by setting options at the GRE and employee levels to control how your
employees work taxes affect their taxes at residence locations as well as determine whether
wages should be accumulated at their residence location.
See: Wage Accumulation using the Enhanced Tax Interface
7.21.1.5. Use Open Plan Solution Formats for TIAA-CREF Files
In response to the adoption of Open Plan Solution (OPS) TIAA-CREFF transmission
format, you can now produce the TIAA-CREFF files using the appropriate format. The
TIAA-CREF OPS Layout report replaces the previous TIAA-CREF Transmission Report
Set.
7.21.1.6. Capture Make-up Amounts for Roth Contributions on W-2s
Under the Uniformed Services Employment and Reemployment Rights Act (USERRA),
employees who served in the military can make up retirement plan contributions.
Employees can designate after-tax investment amounts for prior years for Roth 401k and
403b. Previously, the W-2 form reported the current year amounts only for Roth 401k and
Roth 403b. Now, the W-2 displays the make-up amounts taken for prior years, including
the amount, the appropriate code (AA for Roth 401k or BB for Roth 403b), and the
designated year of the make-up amount.
This release adds two options for Roth 401k and Roth 403b to the concurrent program
Create USERRA Balances and modifies the Year End Pre-Process to archive USERRA
balances. For the generated Roth 401k and 403b elements, the Year End Pre-Process
archives the date of designated Roth contributions using the elements input value Year of
Prior Deferrals. Elements feeding the Roth USERRA 401k and 403b balances
automatically feed the standard Roth 401k and 403b balances (W2 Roth 401k and W2 Roth
403b).
7.21.1.7. Identify Initial and Subsequent Corrections on W-2Cs
When you correct a W-2, Box A, the printed form should display W-2 for the first
correction, and W-2C for all subsequent corrections. You can now choose a print
instruction when producing the correction W-2s, so that the resulting form displays W-2 in
55
in Box A for an initial correction, and C for all subsequent corrections.

7.21.1.8. Submit the Florida State Quarterly Wage Listings File in XML Format
The Florida Department of Revenue (FDOR) accepts UCT-6 Florida unemployment
compensation returns electronically using the Extensible Markup Language (XML) format.
Using Oracle HRMS, you can submit the State Quarterly Wage Listings (SQWL) file in
XML format. You can generate the Florida SQWL file by running the SQWL concurrent
manager process for Florida and send the resulting XML file (.mf file) to FDOR. Before
generating XML output, you must first complete information for the GRE/Legal Entity in
the SQWL Employer Rules (1) and SQWL States Transmission Rules.
7.21.2.

7.21.2.1. Comply with State of Maryland - W-2 Magnetic Media Updates
Updates have been applied to comply with the State of Maryland (MD) revised RE record
specification for the State W2 magnetic media.
7.21.2.2. Comply with Social Security Administration Changes
Magnetic Media Reporting and Electronic Filing (MMREF) publications have been
renamed to Specifications for Filing Forms W-2 Electronically (EFW2), formerly
MMREF-1. All references to MMREF have been replaced with EFW2.
7.21.2.3. Comply with JIT and School District Updates
JIT (Jurisdiction Information Tables) and School District tables have been updated to
comply with Vertex tax changes.
7.22. Oracle Labor Distribution

7.22.1.

7.22.1.1. Use Employee Work Schedules to Distribute and Encumber Labor Costs
In Oracle Labor Distribution, Monday to Friday are considered business days and the labor
cost is distributed only on these days even if an employee works during a Saturday or a
Sunday. Employees in an organization may work on varying schedules; for example, an
employee may work Saturday through Wednesday, and another may work Monday through
Friday. With this new functionality customers can have Oracle Labor Distribution
distribute and encumber labor costs based on the work schedules of the employees.
Customers can also configure Oracle Labor Distribution to distribute and encumber the
hours an employee worked during a payroll time period. They can import any element
containing hours and costed in Oracle Payroll into Oracle Labor Distribution to distribute
the costs using this new feature.
56
7.22.1.2. Set Up Clearing Accounts for Multiple Payrolls

Labor Distribution administrators can now set up clearing accounts for multiple payrolls in
Oracle Labor Distribution. This feature is useful if, for example, your organization has
business units or operating companies with a need to maintain separate transactions. You
can now set up those clearing accounts at the payroll level in Oracle Labor Distribution to
accurately identify the transactions of each payroll. With this enhancement, each payroll
can have a dedicated clearing account for use with Oracle Labor Distribution thus enabling
you to reconcile the clearing accounts with ease.
7.22.1.3. Process Payroll Reversals, Balance Adjustments, and Retroactive Payments
More Easily
Oracle Labor Distribution imports reversals, balance adjustments, and retroactive payments
when you import a regular payroll run. As a Labor Distribution administrator, you only
need to run the PSP: Import Payroll Transactions once to import a regular payroll along
with other payroll actions for reversals, balance adjustments and retroactive payments that
you costed in Oracle Payroll. In addition, you only need to run the PSP: Create Distribution
Lines process and PSP: Summarize and Transfer Payroll Distribution process once to
distribute and transfer all the imported transactions.
7.22.1.4. Specify Accounting Dates When Transferring Distribution Lines to Oracle
General Ledger, Oracle Projects, and Oracle Grants Accounting
As an implementer, you now have the flexibility to specify the accounting date that Oracle
Labor Distribution must use when transferring distribution lines into Oracle General
Ledger.
7.22.1.5. Use Parameter Sets to Run Scheduling and Distribution Reports More
Easily
To simplify the process of generating reports, Oracle Labor Distribution now enables you
to use parameter sets in all the scheduling and distribution reports. For example, if you
frequently run the Distribution History by Organization report where you need to select one
or more organizations, then you can create a parameter set to store the organizations. You
can use the parameter set in the process to quickly run the report.
7.22.2.

7.22.2.1. Rollback Create Distribution Lines Process for All Periods by Providing the
Highest Time Period Name
When you import multiple periods together, the Create Distribution Lines process runs only
on the maximum time period among them and automatically pulls in all the other periods.
However, the Rollback CDL process needed the periods separately to do a rollback. With
this release, you can enter the higher time period name to rollback CDL for all other
periods as well. This is useful to rollback CDL for multiple periods that you imported
together. To accommodate this change, the application now uses the rollback based on the
maximum time period value in the Rollback Concurrent Program, which in turns rolls back
the child periods as well.
57
7.22.2.2. Use New Predefined Salary Cap Rates

You can now use new predefined salary cap rates for 2008. You use salary caps for
sponsors to enable the Create Distribution Lines process to determine excess funds.
7.22.2.3. Control the Behavior of the Import Process
With this release, you can use the Ignore Date Earned in element entries configuration
option to control the behavior of the Import Process to Labor Distribution. To enable
distribution to happen based on pay period start and end dates, you can set the
configuration option to Yes. To enable distributions based on element entry date earned
values, you can set the configuration option to No.
7.23. Oracle Learning Management

7.23.1.

7.23.1.1. Check Duplicate Contacts for External Learners
In Learning Management Release 12, if a learners name is manually entered in the
Enrollment Details Form, as opposed to being selected from a list of values (LOV), there is
a possibility that a duplicate contact entry will be created due to a missing validation check
on manual entries. With RUP2, a validation has been added to check for matching names.
When a duplicate entry is identified, the administrator will receive a warning message and
the new contact will only be created if approved by the administrator.
7.23.2.

7.23.2.1. Use Keywords to Search for Courses in OLM
In addition to the course name, the basic search and advanced search features now use
keywords to search for courses. A new 'Keyword' search field is available on the Advanced
Search page.
7.24. Oracle iRecruitment

7.24.1.
Release 12.0.3
7.24.1.1. Automatically Enroll New Hires into Compensation Plans Included in their
Jobs Offers
Until now, when HR professionals hired iRecruitment applicants as employees, they
manually enrolled the new hires in the compensation plans offered to them. In this release,
HR professionals can automatically enroll new hires in the compensation plans included in
their offer letters by running the new iRecruitment Create Enrollment Process. This
program processes the compensation plans associated with an offer and creates the
enrollment records for the employee.
Oracle Learning Management
58
7.25. Oracle Self-Service Human Resources

7.25.1.

7.25.1.1. Allow Transition Initiator to Delete Pending for Approval Transactions
In Release 12, when a manager or employee submits a transaction for approval in SelfService Human Resources, no further action is allowed by the initiator while the transaction
is pending approval, preventing users from deleting inaccurate transactions. RUP2
introduces a new system profile that, when enabled, allows the initiator of a transaction to
delete a transaction at any level in the approval chain while it is pending approval.
This feature can be enabled using the new system profile HR:Enable Initiator to Delete a
Pending-Approval Transaction. When the profile is set to Yes, the initiator of a
transaction will be allowed to delete Pending for Approval transactions. When the profile
is set to "No," the initiator will not be allowed to delete Pending for Approval
transactions.
7.25.1.2. Self-Service Change Pay Rate Functionality
Self-Service Human Resources (SSHR) Release 12 does not provide the ability to alter a
future salary adjustment, nor does it support multiple future salary adjustments. These
limitations are especially problematic in cases of guaranteed salaries where a manager must
obtain approval for multiple salary adjustments on future dates. (For example, a company
may guarantee an employee a 5% salary increase every 6 months for the next 2 years).
In RUP2, Change Pay Rate functionality has been enhanced to:
Allow multiple pay actions (Create/Update/Delete) as part of one transaction
Support Salary Basis change (with option to restrict)
Display Employee Pay Change History
Propose future base salary changes
Update future base salary (where payroll has not been processed)
Delete one or more future base salary changes (where payroll has not been
processed)
Support Quintile, Quartile, Percentile, and Comparatio
Display Annual Equivalent, Annual Full Time Equivalent, and Annualization

Multiple
Display Part time factor, Work Hours, Employee Local Currency, Last Payroll Run
Display Peer Averages and Peer History (using secure view)
Oracle Self-Service Human Resources
59
Display amounts in user preferred currency
This enhancement is an optional upgrade for existing customers. Customers who do not
wish to upgrade can continue to use the current Self-Service Change Pay Rate
functionality.
7.26. Oracle Talent Management

7.26.1.

7.26.1.1. Manage Offline Appraisals
Main appraisers, appraisees, and other participants can download in-progress appraisals in
Microsoft Excel format, to update the appraisals without connecting to the application (for
example, away from the workplace), and upload them later. This feature gives them the
time and privacy to complete either their own or other workers appraisals.
7.26.1.2. Web ADI Support for Succession Planning Data Update
Oracle HRMS delivers a new Maintain Succession Plans function with the predefined
Manager Self-Service responsibility. This new function supports a Web Applications
Desktop Integrator (Web ADI) spreadsheet that managers can use to retrieve and update the
succession information that is stored in the succession planning tables.
7.27. Oracle Time and Labor

7.27.1.

7.27.1.1. Automatic Days-to-Hours Conversion
In Time and Labor Release 12, users are restricted to entering their time in Hours because
Oracle Projects does not support time entered in Days. In RUP2, Time and Labor
introduces automatic days-to-hours conversion, so that users can enter Hours and Days
within a single timecard and the system will convert the Days into Hours for Oracle
Projects.
To utilize this feature, a user creates a Time Category including all elements requiring
conversion from Days to Hours. The conversion factor (from Days to Hours) will be
calculated by retrieving Normal Hours from Employees Assignment and Number of Days
in Assignment Frequency from OTL Preferences.
7.27.1.2. Mixed Format Entries
In Time and Labor Release 12, when the Self Service Preference to Allow Rules Evaluation
preference is set to Yes, the application will not allow mixed time format entries. With
RUP2, Time and Labor introduces an enhancement that allows users to enter mixed format
entries for certain time elements, based on specific conditions. For example: Users can
enter "Regular" as Start time and End time format (09:00 - 12:00) and "Lunch" as Number
of hours (2 hrs) in the same time card.
Oracle Talent Management
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This feature also allows users to define whether or not a particular element should be
included in "OTLR - Oracle Time and Labor Rules" explosion. When users mark a
particular element as Exclude from Explosion, Time and Labor will allow entry of mixed
time format for that element while excluding that element from timecard explosion.
7.28. Oracle US Federal Human Resources

7.28.1.
Releases 12.0.5 (RUP5)

7.28.1.1. Process Pay for Employees Based on the Title 38 Public Law
HR specialists can now process pay banding programs for employees who are physicians
and dentists according to the Title 38 Code of Federal Regulations.
For employees who are physicians and dentists, you can now:
Record specific position details such as the specialty code and the tier information.
The tier information determines the pay range that the application uses to process
pay calculations.
Process pay components such as the basic pay and market pay.
Process GP and GR type of pay plans.
7.28.1.2. Use Multiple Legal Authority Descriptions When Processing AFHR

Employees
In response to the OPM statutory requirements, you can now select more than one
description for a Legal Authority Code (LAC) when processing RPAs for AFHR
employees. The application maintains a history of description changes to the LACs.
Oracle US Federal Human Resources
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8.
New and Changed Features in Logistics

8.1.

8.1.1.

8.1.1.1.
API to enable LPN Reuse
It is common for a customers containers to be returned after delivering their contents to a

customer/RMA These containers are reused physically. This new API enables LPN
reusability and provides LPN history.
8.1.1.2.
Over-allocation Support for Pick Release
The allocations logic considers over-pick and under-pick quantities, honoring tolerances in
completion quantities. The Strategy Definition window now has new fields that are
enabled, only if the Strategy Type is Picking. These two new fields, Over Allocation Mode
and Tolerance Value, determine if the Over Allocation is applied during the Allocation
phase. There are three values available for the Over Allocation Mode field:
None: No Over Tolerance (default)
Using Order Line Tolerance: The Over Ship Tolerance set is used at the Order
Line.
Using Constant Tolerance: The % is entered in the Tolerance Value field on the
Strategy window.
This setting applies to only those Picking Rules in the Strategy window that have Allocate
Entry LPN Only or No LPN Allocation, Prioritize Pick UOM allocation modes. If there are
Picking Rules with other allocation modes in the Strategy window, the over tolerance is not
used for determining the quantity that is allocated.
8.1.1.3.
Transacting Reserved LPNs
A user can now perform a subinventory transfer (move order) for a hard reservation of a
Lot packed within an LPN.
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9.
New and Changed Features in Manufacturing

9.1.

9.1.1.

9.1.1.1.
Iterative Periodic Average Costing (IPAC) for Brazil
This enhancement supports a legal mandate for Brazilian customers. Under Brazilian Law,
the cost of inter-organization transactions must include the actual absorption cost of the
items that have been transacted. Periodic costing has been enhanced to calculate the cost of
these transactions, including all input costs. This was available in 11.5.10 as PACP.
9.2.

9.2.1.

9.2.1.1.
Manufacturing Execution System Enhancements
To further the capabilities of the Manufacturing Execution System (MES) for Process
Manufacturing, Oracle has introduced the following new features in RUP2:
9.2.1.1.1.
Touch Screen User Interface
Oracle MES for Process Manufacturing brings shop floor execution closer to the
operators with the introduction of touch screen user interface in areas such as, Operator
Workbench (Material Transactions, Resource Transactions, Process Parameters),
Dispensing, and Reverse Dispensing. Each screen has been updated with an intuitive,
easy-to-use user interface, providing near real-time data capture at the shop floor to
facilitate compliance and improve productivity.
9.2.1.1.2.
Dispensing Area
Dispensing Area is a new entity that represents the physical area in a warehouse where
the Dispensing activity is carried out. Dispensing Area is linked to Subinventory which
helps in tracking inventory movement for Dispensing, Resource Usage, and Operator
Access in a specific area. Additionally, the Dispensing Area can be divided into
smaller rooms called Dispensing Booths which are the specific locations for
Dispensing activity. Each Dispensing Booth can be monitored for environmental
conditions such as humidity and air quality.
9.2.1.1.3.
Dispense Planning
Dispense Planning is a new workbench for supervisors to plan all dispensing activities.
Similar activities can be grouped together for planning a Dispense Campaign, as well
as assigning priority and resources for Dispensing. The Gantt chart user interface
displays resource overload, helping supervisors to better manage their resources.
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9.2.1.1.4.
Operator Certification
Operator Certification satisfies the regulatory requirement of FDA 21 CFR Part 211.25
for Personnel Qualification. It enables a corporation to identify the required skills and
training needs, as well as certification approvals, for an operator to perform production
activities. Operator Certification is seamlessly integrated with Oracle HRMS for all
needs related to skills definition, training needs, and certification.
9.2.1.1.5.
Least Cost Formulation Batches
This feature was introduced in the New Product Development module in Process
Manufacturing R12 and is now supported by MES for Process Manufacturing. A user
can now formulate to target product specifications and leverage this formula in MES.
9.2.2.

9.2.2.1.
OPM Process Execution: Lot UOM Conversion Batch Update
The Lot UOM Conversion Batch update allows the entry of a lot-specific UOM conversion
to trigger the update of the batch that yielded the lot even if the lot was yielded as a
phantom and consumed in a parent batch. The Esignature page displays the batch number
when the update is for a batch transaction.
9.2.2.2.
OPM Financials: Detailed Subsidiary Ledger Report
The Detailed Subsidiary Ledger Report provides a comprehensive online inquiry based on
accounting events and journal entries and the user can drill down to the exact transaction
that resulted in the event or journal.
9.2.2.3.
OPM Financials: Non-Recoverable Taxes Support in Actual Costing
Actual Costing now correctly picks up non-recoverable taxes and all accounting entries
reported by OPM Financials are correct.
9.2.2.4.
OPM Financials: Reconciliation Enhancements in Actual Costing
Previously, Actual Cost only considered closed production batches in a month which
resulted in production yield quantities under reported in cost calculations as well as double
counting of yield quantities of open batches in a specific costing period. Actual Cost, in
certain scenarios, included the invoice price override but did not take the invoice quantity
into consideration. As a result of these two issues, the inventory value reported at month
end did not tie in with the inventory account balances as reported in the Subledger and GL.
Actual Costing now considers all production yield quantities in cost calculations, and
considers the IPV amounts in invoices as additions to the PO Receipt value in cost
calculations.
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9.2.3.

9.2.3.1.
OPM Process Execution and OPM Product Development: Fixed Process

Loss
You can define the fixed process loss for all the batches using the Routing or Recipe
windows. You can define the priority for applying the fixed process loss at various levels
similar to variable process loss. You can apply the fixed process loss in addition to the
variable loss. The fixed process loss is applied after calculating the variable loss and it is
added to the ingredient quantity or reduced from the product quantity based on how the
batch is created. You can select Apply Fixed Process Loss check box, if the parameter
Apply Fixed Process Loss is set to Manually. It is by default un-checked on the Create
Batch/Firm Planned Order window.
9.2.3.2.
OPM Process Execution and OPM Product Development: DFF for Step
Material Associations
Before Release 12.0.6, within the Recipe window and Step quantity tab, the DFF flexfield
was not available, even though it was set up. A descriptive flex field (DFF) is a field that is
comprised of segments. A flex field appears in a pop up window when you click on the flex
field icon. Each segment has a name and a set of valid values. Using Descriptive flex fields
you can store additional information about each step depending on the values you enter in
the Step Materials window. In Release 12.0.6, DFF for step materials provides additional
information like the registration of the sequence in which the ingredients need to be
consumed. The Descriptive Flex Field window displays the flex field segments based on
the Recipe Step Material associations flex field defined in the Applications Developer
responsibility.
9.2.3.3.
OPM Process Execution: LPN Support in OPM Desktop Forms
Food processing businesses, where they produce liquid products for their business-tobusiness customers, use containers. They often use containers that are substantial and
protect the product on its journey to the customer. Therefore, these containers are likely
owned and considered important to receive back from the customer when that customer is
finished moving the product from the container into their own local storage.
This creates not only a flow of product (married to a container) and a back flow of a
container to the source company.
Before 12.0.6, the normal process of completing an OPM production batch, filling
containers, associating the specific container with a specific product/product lot, inducting
the specific filled container into the Warehouse management system, and then assigning an
LPN consisted of several transactions.
In 12.0.6, to increase productivity and to facilitate the implementation of the needed
portions of the desired Container Management subsystem, users can accomplish the
following transactions within the context of a single scan:
1. Association of product/product lot with specific container id (by scanning container id
2. Marking that portion of the product batch as complete
3. Creating an LPN
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4. Inducting it into WMS
9.2.3.4.
OPM Regulatory Management: European Regulatory Compliance
Three Field Name APIs were added to support the European Regulatory Compliance
feature.Currently, you can view, edit, and delete field names, field name classes, field name
properties, risk phrases, and safety phrases, the standard codes and descriptions for which
are seeded in the OPM Regulatory Management application. With this enhancement, you
can now create new field names, field name classes, field name properties, risk phrases, and
safety phrases. This enables you to enter organization specific values for the new field
name properties for a regulatory item. You can also create risk and safety phrases that are
text based only and associate them to organization specific regulatory items. The
enhancement also lets you create and maintain hazard classes and their descriptions in
multiple languages without the installation of the languages in the application, and
associate them to regulatory items.
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10. New and Changed Features in Marketing and Sales

10.1. Oracle Quoting
10.1.1.

10.1.1.1. Deal Management Integration
Oracle Quoting is integrated with Oracle Deal Management. The integration provides
essential decision support tools integrated into the quote negotiation process for achieving
maximum profit. This integration will provide pricing guidelines to the Quoting user to
ensure compliance.
10.2. Oracle Sales

10.2.1.

10.2.1.1. Item Update
A new icon Select is provided within the Update Opportunity and Update Lead pages.
The user can change the product information on any line, by clicking the Select Product
button and selecting a new product.
The following information is retained when changing the product / product category for an
opportunity: Forecast (best, forecast, worst), amount, quantity, close date, revenue forecast,
non-revenue forecast, and additional information. The following information is lost when
changing the product / product category for an opportunity: UOM, Competitor Information.
The following information is retained when changing the product / product category for a
lead: Amount, quantity, and additional information. The following information is lost when
changing the product / product category for lead: UOM.
10.2.1.2. CAC Notes Region Uptake
Both Note regions are available to users where the user makes a choice to enable one kind
and then disable another kind via OA personalization. This new notes region is available
for Lead, Opportunity, Customer, Contact, and Forecast, both in summary and details
modes. This new region provides the following new capabilities:
Notes categorization: Users can categorize notes at the time of creation by using the
types field.
Update Notes: A user, who has permissions to update the lead, opportunity,
customer, contact or forecast, can update key note attributes.
Adding External Documents: Users can add external text, files, or URLs as
attachments to the notes.
Oracle Quoting
67
Accessing Note History: Users can access notes, created previously in a convenient
way, via notes history. In cases where the length of the note is large, the first few
lines is visible on the main page with the full text displayed upon navigation to a
detail page.
Tasks: There is a new region to enter additional information for tasks. This region
can be enabled within the task create and/or task update pages. Users can define
their own attributes by utilizing the flex fields.
10.2.1.3. Address Location Sharing between Organization and Contact

Create Contact Flow: A user can choose an existing address from the parent organization,
while creating the contact. A new region Select Customer Address was added to the
Create Contact page, to provide address selection.
Update Contact Flow: A user can select an existing address to add to the contacts address
book, while updating the contact. A new button Select Customer Address was added to
the Addresses table on the Update Contact page.
Warning Message upon Update Address: Users receive a warning message, while
attempting to update a shared address. Users can either go ahead with the changes by
clicking the Yes button or discontinue the changes by clicking the No button in that
message.
10.2.2.

10.2.2.1. Sales Representative Dashboard Enhancements
Before 12.0.6, there was a gap in Oracle Sales, compared to Oracle Sales Online. Users
could not create personalized views for their customers.This enhancement bridges this gap
between these two products, by adding two new regions in the Sales Representative's
dashboard. These two regions display personalized views of People and Organizations, via
OA Personalization.
Sales representatives can now save time while searching for their customers, as they can
create the pre-defined views and view those qualified customers directly in these regions.
10.3. Oracle Sales for Handhelds

10.3.1.

10.3.1.1. Outlook 2007 Certification
The newly released Microsoft Windows Vista operating system has Outlook 2007 installed
on it. Microsoft announced that they will be de-supporting the previous office release
within next year. Therefore, we certified ASP with Outlook 2007 so that customers can use
it on their new machines.
Oracle Sales for Handhelds
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10.4. Oracle Sales Contracts

10.4.1.

10.4.1.1. User-Defined Variables with PL/SQL Procedures as Source
Sales Contracts supports the concept of system and user-defined variables that can be
embedded in clause text or used in contract expert rules. System variables are defined by
the application and the values are sourced from attributes on the Sales Agreement, Sales
Order, and Sales Quote (e.g. payment terms). User-defined variables are defined in
Contract Terms Library and the values are provided by users when they author contract
terms and conditions.
Contracts customers have requested the ability to create user-defined variables whose
values can be sourced from descriptive flex fields, custom tables, or even a Sales
Agreement or Quote that are not supported as system variables. With RUP2, user-defined
variable values can now be sourced from any data source. The data source is encapsulated
as a custom PL/SQL procedure that is associated to the user-defined variable definition. As
a user authors contract terms and conditions, the system will automatically obtain the
values from the data source eliminating the need for users to manually enter them.
Oracle Sales Contracts
69
11. New and Changed Features in Order Management

11.1. Oracle Order Management
11.1.1.

11.1.1.1. Integration between Oracle Order Management (including Oracle Shipping
Execution) and Oracle Transportation Management
Oracle E-Business Suite now integrates with Oracle Transportation Management to enable
transportation features and functionality in existing Oracle E-Business Suite products,
including Oracle Order Management, Oracle Shipping Execution, Oracle
Payables, Oracle Warehouse Management, and Oracle Purchasing.
Oracle Transportation Management combines transportation planning and execution
with freight payment, inbound freight logistics, and freight rating and routing. Oracle
Transportation Management adds the following features and enhancements to Oracle Order
Management:
Carrier selection and tender
Freight rating and routing
Actual ship quantities update and re-rate
Freight payment, freight payment audit, and approval
Visible in-transit statuses
Oracle Order Management
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12. New and Changed Features in Procurement

12.1. Oracle iSupplier Portal
12.1.1.

12.1.1.1. Forward Port of JFMIP/FSIO from 11.5.10 to R12 for Federal Customers
This feature addresses the gaps between 11.5.10 functionality and R12 functionality,
related to meeting the requirements given by JFMIP in 2004 for ISP. The following
iSupplier Portal pages are impacted:
12.1.1.1.1. Supplier Search Page
The DUNS number is available at the Supplier Site Level for CCR Suppliers. A user
can retrieve Distinct Supplier records while performing the search using the DUNS
number.
12.1.1.1.2. Organization Page
A CCR Supplier indicator was provided on the Organization page. If the supplier is a
CCR Supplier, then the Taxpayer ID, DUNS Number and SIC attributes, and Bank
account tab are rendered view-only.
12.1.1.1.3. Manage Sites Page / Update Address Page
In the Update Address page for CCR Suppliers, the attributes Country, Address Lines,
City, State, Postal Code, Province, DUNS Number, and Pay Site are view-only.
A new attribute, DUNS Number, was added and displayed in the Identification tab
within the Manage Sites page, for Federal Financials installations. If the supplier site is
a CCR supplier site, then the user cannot update this field.
The newly added icon View CCR Supplier allows the user to access the General
Information page from the federal application, to view CCR supplier site-specific data.
12.1.1.1.4. Tax Details Page

An indicative comment was provided on the tax details page; it identifies the Tax
Details of a CCR vendor.
12.1.1.1.5. Bank Details Page
A CCR indicator appears when the assignment level is Supplier Site, and if the site is a
CCR site. For a CCR Site, adding new bank accounts, modifying any bank, branch or
account information, changing the priority of bank accounts and update bank account
number is not possible.
12.1.1.1.6. Invoice Management page
Oracle iSupplier Portal
71
A suggestive comment CCR Site was added to the Invoice Management page.
12.2. Oracle Procurement Contracts

12.2.1.

12.2.1.1. User-Defined Variables with PL/SQL Procedures as Source
Procurement Contracts supports the concept of system and user-defined variables that can
be embedded in clause text or used in contract expert rules. System variables are defined by
the application and the values are sourced from attributes on the Oracle Purchasing and
Sourcing documents (e.g. payment terms). User-defined variables are defined in Contract
Terms Library and the values are provided by users when they author contract terms and
conditions.
Contracts customers have requested the ability to create user-defined variables whose
values can be sourced from descriptive flex fields, custom tables, or even a Purchase
Agreement or RFQ that are not supported as system variables. With RUP2, user-defined
variable values can now be sourced from any data source. The data source is encapsulated
as a custom PL/SQL procedure that is associated to the user-defined variable definition. As
a user authors contract terms and conditions, the system will automatically obtain the
values from the data source eliminating the need for users to manually enter them.
12.3. Oracle Purchasing

12.3.1.

12.3.1.1. Integration between Oracle Purchasing and Oracle Transportation
Management
Oracle E-Business Suite now integrates with Oracle Transportation Management to enable
transportation features and functionality in existing Oracle E-Business Suite products,
including Oracle Order Management, Oracle Shipping Execution, Oracle
Payables, Oracle Warehouse Management, and Oracle Purchasing.
Oracle Transportation Management combines transportation planning and execution
with freight payment, inbound freight logistics, and freight rating and routing. Oracle
Transportation Management adds the following features and enhancements to Oracle
Purchasing:
Carrier selection and tender
Freight rating and routing
Actual ship quantities update and re-rate
Freight payment, freight payment audit, and approval
Visible in-transit statuses
Oracle Procurement Contracts
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Inbound carrier selection
Inbound in-transit statuses
12.3.1.2. iSetup APIs

This feature makes it easier for customers to move Setup data between EBS instances.
iSetup automates the setup and management of setup data for Oracle EBS. The iSetup
migrator moves setup data across multiple EBS instances. Each business entity supported
by iSetup requires an API created by the owning product team to handle export and import
of setup data.
Oracle Purchasing
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13. New and Changed Features in Projects

13.1. Oracle Grants Accounting
13.1.1.

13.1.1.1. Marking Encumbrance Items for Burden Recalculation
Encumbrance items are marked for burden recalculation if either the indirect cost schedule
on the Compliances tab is updated or records are updated, inserted or deleted in the
Override Schedules window.
13.2. Oracle Project Resource Management

13.2.1.

13.2.1.1. Viewing At-Completion Amounts
This enhancement enables users to view both the Total budget amounts and At Completion
budget amounts on the Project Home page and the Project Performance reporting pages.
Users can also view the effort in the Financial region.
13.2.1.2. Choosing Displayed Currency
Users can now select the desired calendar and currency in which to view project
information on the project list, Project Home page, and the performance tracking and
reporting pages.
13.2.1.3. Reporting Plan Type Data in Context
Users can now view the plan type data using a new Plan Summary region in the Budgeting
and Forecasting pages. The region provides the plan type data in the context of the page it
is being viewed.
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14. New and Changed Features in Service

14.1. Depot Repair
14.1.1.

14.1.1.1. Pricing Formula Support
In RUP2, Depot Repair introduces pricing formula support, enabling customers to set up
price lists such that services, parts, and labor are priced differently based on formulas. For
example, using this new functionality, the price of a service part can be based on a
percentage of the new-item sales price.
14.1.2.

14.1.2.1. Display Service Request DFF on Depot Repair Workbench
This enhancement provides view/edit capability for the Service Request DFF, from the
Depot Repair Workbench. This field is hidden and disabled, and must be enabled using a
profile option.
Many customers use the Depot Repair Workbench to create and view Service Requests.
Often, a service representative captures trouble and symptom-related information via phone
or Scripting that is populated in a DFF. However, Depot Repair previously could not
display the DFF information in the Depot Repair Workbench, and technicians had to open
up the Service Request application to check if any information was populated in the DFF.
Depot Repair added the Service Request DFF to the Depot Repair Workbench in 11.5.10.
This enabled repair technicians to view information that was captured by service
representatives in the Service Request DFFs, without opening the Service Request
application.
14.2. Oracle Field Service

14.2.1.

14.2.1.1. Google Maps Integration
The Oracle Field Service application enables customers, with or without spatial data
information, to have a pictorial view of the tasks, task status, and technicians location
details on the Google Map. Google Maps provide a high performance, visually appealing,
and interactive map viewing experience, with all capabilities built-in, such as zooming in
and out, panning and scrolling, and printing maps. Google maps can be invoked in several
situations from within Dispatch Center, including viewing the location of specific tasks,
route for a technician, and tasks assigned to all technicians. It can also be invoked from the
Field Service Technician Portal. Color Coding to reflect the Task Status and Informative
Tool Tips provided on the map further enhances the value of interactive maps. Customers
have to procure a secured key from Google on a subscription basis, in order to use this
feature.
Depot Repair
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14.3. Oracle Mobile Field Service

14.3.1.

14.3.1.1. Scheduled Task Notification
The Oracle Field Service leverages Oracle Workflow to send task related notifications to
technicians. Using Workflow, you can send notifications to technicians when an activity
has occurred against high priority tasks that are associated to those technicians. Oracle
provides three seeded task notifications; you can define additional notifications to meet
your business requirements. The notifications that are provided are:
New task assignment
Task assignment deletion or cancellation
Task rescheduling
14.4. Oracle Service Contracts

14.4.1.

14.4.1.1. Mass Update Functionality
When renewing or negotiating contracts sales representatives may need to update
information across multiple contracts. With the Mass Update Functionality introduced in
RUP2, users can quickly update status, follow-up action, follow-up due date, and forecast
information across multiple contracts. Customers can also use personalization to configure
the specific attributes that are available for mass update.
14.5. Oracle Teleservice

14.5.1.

14.5.1.1. User Hook for Charges Pricing API
The new user hook for the Charges Pricing API allows customers to execute custom logic
for the retrieval of prices for Charge line items. The user hook is invoked from the Charges
UI as well as the public Charges Create and Update APIs.
Users can embed custom logic to calculate the price of an item based on pricing rules
defined in Advanced Pricing for Charges submission.
Oracle Mobile Field Service
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15. New and Changed Features in Supply Chain Planning

15.1. Oracle Advanced Supply Chain Planning
15.1.1.

15.1.1.1. Strategic Network Optimization - Integration to EBS R12
The 11i10 integration functionality will be a forward port for R12. This integration enables
the data necessary (Organizations, Suppliers, Manufacturing, Inventory, Distribution, and
Costs) to build a base SNO Model which can be used to support strategic planning
decisions.
15.1.1.2. Production Scheduling - Integration to EBS R12
The 11i10 integration functionality will be a forward port for R12. This integration enables
Production Scheduler to take supply order inputs from Advanced Supply Chain Planning
and create a detailed production schedule.
15.2. Oracle Demantra Demand Management

15.2.1.

15.2.1.1. Demand Management and Real-Time Sales and Operations Planning
Integration
Demand Management (DM) and Real-Time Sales and Operations Planning (RT S&OP)
now pass forecast information into downstream Release 12 Advanced Planning
applications: Advanced Supply Chain Planning (ASCP), Strategic Network Optimization
(SNO), Inventory Optimization and Production Scheduling. In addition, RT S&OP pulls
supply-side information, such as constrained forecasts, production plans and resource
loadings, in from ASCP and SNO, so that it can present an integrated picture of how well
the sales and operations plans match. RT S&OP boasts many seeded worksheets and
workflows to facilitate and automate the demand review, supply review and executive
review processes within an S&OP cycle. The Demand Management integration portion of
this feature is a straight forward port to Release 12 of the existing DM to E-Business Suite
11i10 integration.
Oracle Advanced Supply Chain Planning
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16. New and Changed Features for Aerospace, Defense, and

Transportation
16.1. Oracle Complex Maintenance, Repair, & Overhaul (CMRO)
16.1.1.

16.1.1.1. Item Number and Serial Number Change
Ability to update Item Number and/or Serial Number on an Install Base instance when it
undergoes a modification via a CMRO workorder or through external maintenance via a
CMRO Outside Processing Order. Enhancement will enable tracking maintenance and
lifecycle history across item number and serial number changes.
16.1.2.

16.1.2.1. Associate Access Panels to Routes and Operations
You can associate multiple access panels to Engineering routes and operations.
This enhancement enables you to build various custom reports/views:
Maintenance planners can sort/group tasks by access panels, enabling all related
work to be planned and executed as a set.
Planners are ensured that the correct panels have been removed, prior to starting
work, and all applicable maintenance is complete, prior to closing the access
panels.
A status is provided for ongoing maintenance, to mechanics, inspectors and

planners.
16.1.2.2. Search Unit Maintenance Plan based on Visit and Department

You can search the Unit Maintenance Plan, based on the Visit number, Visit Organization
and Department.
Previously, you needed to navigate to the Visit Work Package window (to retrieve Visit
related information) and execute customized reports to retrieve details on the Unit
Maintenance Plan. This enhancement improves the planners productivity.
16.1.2.3. Add Planned End Date to Visit Search Results
You can view the Planned End Date, within the Visit search results, on the Visit Work
Package page.
Within the Visit search results, the Planned End Date of the visit was not previously
visible. It was necessary to drill down into the details to see this information. The visibility
of this information, within the search results, improves the planners productivity.
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16.1.2.4. Add Item Description to Material Requirement Search Results

You can view the description of the item required for a visit task, on the CMRO LTP
Scheduled Materials page.
16.1.2.5. Add Unit and Serial Number to Workorder Search Results
You can view Unit, Item and Serial Number attributes on the Work Order Search Results
pages.
Previously, after performing the Work Order search, you were required to navigate to the
Update Work Order page to view these details. Displaying the Unit, Item and Serial
reduces the steps necessary to identify the work order. This is often used in cases where the
same work is performed on different serial numbers within the same visit.
16.1.2.6. Add Maintenance Requirements to a Non-Routine on the Shopfloor
You can add Maintenance Requirements to non-routine work orders that are created on the
shopfloor. Additionally, the non-routine work order displays the originating work order
details, linking the routine to the non-routine work.
Non-routine maintenance that is required is often only identified after the
Disassembly/Cleaning/Inspect/Evaluation phase. After identified, you can add predefined
solutions, additional inspections, and operational checks from the CMRO Engineering
repository, to resolve the problem to return the applicable units to service. Currently, this is
achieved by executing multiple steps of deferring the non-routine work, re-planning the
visit, and later creating the work orders. This enhancement improves productivity by saving
time for the planner, ensuring all the required work is added promptly to the maintenance
visit, and avoiding scheduling bottlenecks.
For traceability purposes, the non-routine work order displays the originating work order
information, if it was created based on planned or unplanned work.
16.1.2.7. Ability to Perform a Maintenance Requirement Multiple Times in a Visit
This enhancement provides support for performing the same maintenance requirements
multiple times, for a given instance in the same visit.
In the Airline Industry, a maintenance requirement may be performed multiple times in a
single maintenance visit, due to non-routine maintenance that was discovered during the
inspection or testing processes. A maintenance requirement might also be required multiple
times at various stages within the visit, related to the type of maintenance, inspection, or
operation check.
16.1.2.8. Option to Automate the Parts Return Process
This enhancement improves the production process by providing the option to automate the
parts return process for serviceable parts. For example, a technician might disassemble an
engine and place parts into inventory or repair, in the course of a job.
The steps are as follows:
Removed parts are returned to a common rack to be used in a future job.
79
The job is closed.
The technician performs a re-assembly in the course of a job.
Parts can be selected from the common rack for installation.
Users can view a subinventory and its stock locator from the Parts Change page, set up a
default subinventory for parts change use, and automate background transactions for issue
and return to a subinventory.
16.1.2.9. Option to Create a Non-Routine Workorder When Removing a Part from
Unit Configuration
You can add an option on the Part Removal and Disposition page, to either create or not
create a non-routine work order. The default option is to create a non-routine work order,
the current application behavior.
During aircraft maintenance, often a defective part is removed and put in an unserviceable
inventory; this part is meant to be repaired at a later date. Currently, you cannot remove a
part as unserviceable, without creating a non-routine workorder. You must first defer the
non-routine work order, and then cancel it. This requires you to navigate to multiple pages.
16.1.2.10. Access to Cancel Workorder Functionality Optionally Restricted to Super

Users
You can restrict the cancellation of work orders to Super Users only.
Currently, any user can cancel unreleased work orders. This functionality, for airworthiness
reasons, needs to be tightly controlled. Unauthorized canceling of workorders could lead to
critical aircraft maintenance not being performed. Non-routine work orders start their life
cycle at an Unreleased status, and a minor aircraft visit is estimated at 342 non-routine
workorders. A loophole currently exists in the system where 342 aircraft maintenance tasks
could be inadvertently cancelled by any number of users who have access to the system.
16.1.2.11. Public API for Issuing and Returning Material to a Workorder

This enhancement provides a public API to perform material issues and returns to a CMRO
work order.
This open interface enables customers to support local business processes through
customization, and are not enforced to transact material from CMRO user interfaces.
16.1.2.12. Visit Link within the Unit Maintenance Plan Search Results
This enhancement provides a link to the visit number in the Unit Maintenance Search
Results, enabling you to navigate to the Visit Details page if the maintenance is already
planned. You can view the visit details and the actual status of the maintenance
requirement.
Currently, the Unit Maintenance Plan (UMP) page does not display the maintenance
requirement status from the Visit Work Package. This status enables the planner to quickly
identify the maintenance requirements that are executed. You must navigate to the Visit
80
the Visit Work Package and drill into the Visit details. This enhancement improves
productivity.
81
17. New and Changed Features for Public Sector/University

17.1. Oracle Grants Accounting
17.1.1.

17.1.1.1. Marking Encumbrance Items for Burden Recalculation
Encumbrance items are marked for burden recalculation if the indirect cost schedule on the
Compliances tab in the Award Management window is updated, or, records are updated,
inserted or deleted in the Override Schedules window.
82

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ORACLE E-BUSINESS SUITE

RELEASE CONTENT DOCUMENT

Prepared by E-Business Suite Program Management

December 16, 2008

Copyright 2008 Oracle Corporation

New and Changed Features in Applications Technology

Oracle Application Object Library

3.1.1. Release 12.0.3 (RUP3)

Oracle Applications Framework

3.2.1. Release 12.0.3 (RUP3)

Oracle Applications DBA

3.3.1. Release 12.0.2 (RUP2)

Oracle Applications Technology Stack

3.4.1. Release 12.0.2 (RUP2)

Oracle E-Business Suite Diagnostics

3.5.1. Release 12.0.3 (RUP3)

Oracle E-Business Suite Secure Enterprise Search

3.6.1. Release 12.0.6 (RUP6)

Oracle Report Manager

3.7.1. Release 12.0.6 (RUP6)

Oracle XML Gateway

3.8.1. Release 12.0.3 (RUP3)

New and Changed Features in Asset Lifecycle Management

Oracle Install Base

4.1.1. Release 12.0.3 (RUP3)

Oracle Balanced Scorecard

5.1.1. Release 12.0.3 (RUP3)

Oracle Daily Business Intelligence for Financials

5.2.1. Release 12.0.2 (RUP2)

Oracle Enterprise Performance Foundation

5.3.1. Release 12.0.3 (RUP3)

Oracle Fusion Intelligence for E-Business Suite

5.4.1. Release 12.0.2 (RUP2)

Oracle Profitability Manager

5.5.1. Release 12.0.3 (RUP3)

New and Changed Features in Financials

6.1.1. Release 12.0.3 (RUP3)

6.2.1. Release 12.0.3 (RUP3)

Oracle Financials for Asia Pacific

6.3.1. Release 12.0.3 (RUP3)

Oracle Financials for EMEA

6.4.1. Release 12.0.3 (RUP3)

Oracle Financials for India

6.5.1. Release 12.0.3 (RUP3)

6.6.1. Release 12.0.3 (RUP3)

6.7.1. Release 12.0.3 (RUP3)

Oracle Public Sector Financials International

6.8.1. Release 12.0.3 (RUP3)

Oracle Subledger Accounting

6.9.1. Release 12.0.3 (RUP3)

Oracle Transfer Pricing

6.10.1. Release 12.0.3 (RUP3)

New and Changed Features in Human Resources

Oracle Advanced Benefits

7.1.1. Release 12.0.3 (RUP3)

Oracle Compensation Workbench

7.2.1. Release 12.0.2 (RUP2)

Oracle HRMS for Australia

7.3.1. Release 12.0.3 (RUP3)

Oracle HRMS for China

7.4.1. Release 12.0.3 (RUP3)

Oracle HRMS for Denmark

7.5.1. Release 12.0.3 (RUP3)