Release Notes: 2014.1 Oracle EBS - is.community.s3...
Transcript of Release Notes: 2014.1 Oracle EBS - is.community.s3...
InsightUnlimited Version: 2014.1 and above
Document Version: 1.0 | Last Updated: July 24, 2014
InsightUnlimited™
Release Notes Oracle E-Business Suite
Version 2014.1
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
Page 2 of 17
©2014 InsightSoftware.com International. All Rights Reserved.
Table of Contents
General Information .......................................................................................................... 4
Upgrading Information: Repository ....................................................................................................................... 4
Customer Service Assistance .................................................................................................................................. 4
Upgrade Information......................................................................................................... 5
Database Script Update ........................................................................................................................................... 5
Recommendations for All Clients ........................................................................................................................... 5
Dynamic Flex Field Utilization in Oracle E-Business Suite ................................................................................ 5
Other General Notes ................................................................................................................................................ 5
New Templates .................................................................................................................. 6
Purchase Order Detail R12 ...................................................................................................................................... 6
GL Journal with Subledger R12 ............................................................................................................................... 6
Feature Enhancements ..................................................................................................... 7
Performance Enhancements .................................................................................................................................. 7
New User Interface.................................................................................................................................................... 7
Strategic Planning ...................................................................................................................................................... 8
Copy Hierarchy ........................................................................................................................................................... 8
General Template Enhancements ................................................................................... 9
Template Clean Up .................................................................................................................................................... 9
Mini Address Book..................................................................................................................................................... 9
User Interface Re-Design for Currency Code ...................................................................................................... 9
User Interface Re-Design for Ledger Name ........................................................................................................ 9
All Columns Available .............................................................................................................................................. 10
Archived Templates ................................................................................................................................................. 10
Resolved Issues ................................................................................................................ 12
Administrator & Technical Updates .................................................................................................................... 12
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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General Updates ...................................................................................................................................................... 12
Module Updates ...................................................................................................................................................... 13
Contact Us ......................................................................................................................... 17
Contacts ..................................................................................................................................................................... 17
Customer Support ................................................................................................................................................... 17
Notices and Disclaimer ........................................................................................................................................... 17
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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©2014 InsightSoftware.com International. All Rights Reserved.
Upgrading Information: Repository
If you are upgrading from an InsightUnlimited™ version prior to v9.0.0, you will need to upgrade to
the latest v8.1.11 upgrade build prior to upgrading to this current release.
If you are upgrading from any version of InsightUnlimited, please note that version 2014.1 requires
a new license key. You will need to obtain a new License Key from Customer Support. Once this is
received, please perform a replace in order to retain your License Assignments.
For more information on upgrading, please contact Customer Support.
Prior to upgrading, please make sure your Insight Object Repository is backed up (using your
current InsightUnlimited Administrator Application). This backup is essential for all types of
installs, whether you are installing this version in parallel with an existing previous version or,
alternatively, as a new stand-alone installation.
Any upgrade to 2014.1 requires a new repository to be created. InsightUnlimited 2014.1 requires
Microsoft .NET Framework 4.0. Therefore if upgrading from V9.0.x or higher you will need to back
up your current production repository and then restore into a new repository created in 2014.1.
This must be done in order to log into the 2014.1 version.
Download Microsoft .NET 4.0 (Full Client):
http://www.microsoft.com/download/en/details.aspx?id=17851
Customer Service Assistance
If you have any questions about upgrading, please contact Customer Support. InsightSoftware.com’s
Customer Support Department can provide consultancy services and training on all aspects of the
InsightUnlimited application, including installing multiple versions in parallel to help you upgrade
between the InsightUnlimited versions.
For more information about upgrades and installs, you can create a case for Customer Support at
http://supportportal.insightsoftware.com/.
For more information about consultancy or training requirements, please contact your
InsightSoftware.com Account Manager.
General Information
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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Database Script Update
If you are upgrading your InsightUnlimited version, you will need to follow a process by which a
script is run over your Oracle Database.
After running the script you will need to confirm all Profile Connections in Administrator for 2014.1
are using the correct username and password. (The new database script allows a unique username
to be used. Please check with your DBA to get the correct username credentials to use in the Data
Connections). You will then have to run through the Profile so it can update with any new tables and
views that 2014.1 uses.
Please note: This should be done in conjunction with an InsightSoftware.com Customer Support
representative who will provide you with the relevant script for Insight release 2014.1 to be run on
your Oracle Database.
Recommendations for All Clients
It is highly recommended that clients switch to using the Built-In Data Provider for their Data
Connections. Issues have been reported with the Oracle Client Data Provider and ODBC Data
Provider.
Dynamic Flex Field Utilization in Oracle E-Business Suite
If Dynamic Flex Fields are utilized in Oracle EBS, data may not display as expected within Insight
Reporting. Please inform Customer Service if using Dynamic Flex Fields and inform them which
tables and fields are utilized.
Other General Notes
For a full list of Minimum Technical Requirements and Prerequisites, please see the InsightUnlimited
MTR & Prerequisite 2014.1 document.
Upgrade Information
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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Purchase Order Detail R12
This template is a replacement for the Purchase Orders R12 template in the Purchasing module.
The R12 template has been replace to allow greater coverage of Purchase Orders. The template can
report on Standard Purchase Orders, Blanket Purchase Agreements, Blanket Releases and Contract
Purchase Agreements.
The template can be used to build either high level summary information or detailed information.
To PO Type field can be used to optimize performance. If you do not use Blankets or Contracts then
the Po Type field can be set to ‘STANDARD’.
GL Journal with Subledger R12
The GL Journal with Subledger template is designed to aid the general ledger accountant in resolving
problems where they are unable to identify, at a glance, what transactions a GL posting relates
to. By joining selected subledger fields into consolidated fields on the new template, we are able to
reduce column explosion while empowering the accountant to answers those burning questions
without needing to go through much hassle.
It is highly recommended for optimal performance that you populate the appropriate filter
criteria necessary prior to running this template (e.g. populate all the segments - Company,
Department, Account and filter by period) as there could be many records of underlying
subledger data queried.
New Templates
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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Performance Enhancements
We have made performance enhancements to the following feature functionality within
InsightUnlimited:
Login
Open
Run
Additionally, in InsightUnlimited Administrator™, a performance enhancement has been made in the
Import Metadata End Task within the Profile Wizard.
New User Interface
Login Screen: InsightUnlimited products have a redesigned login screen look that is more modern
and allows for all input to be done within one screen!
Ribbon: InsightUnlimited products have been updated to have a more modern look for release
2014.1. We have updated the ribbon panel to have a Metro Style look in line with Microsoft Office
2013 products. All the positions of the icons on the ribbon have remained the same for this release;
however, more updates are planned for the next release to reorganize the ribbon icons and tabs.
Backstage: The Backstage view within InsightUnlimited includes the set of commands you use to do
things to a document. Within this view, you manage your documents and see related data about
them, you can create a new inquiry, open and close inquiries, export to PDF and Microsoft Excel®,
view permissions, and more.
Feature Enhancements
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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Strategic Planning
This functionality enables end users to design a budget input form using any table in EBS
incorporated with user-defined data collection columns that hold key driver information for robust
modeling. Strategic Planning can be leveraged for any planning requirement. Some examples
include Capital Expenditure/Depreciation forecasting and planning by sales item. InsightUnlimited is
truly unlimited planning; since InsightUnlimited is completely customizable, there is virtually no
budget input form that cannot be designed to meet any company’s unique requirements. There is
no solution on the market that can integrate with any Oracle EBS environment and enable complete
custom budget functionality integrated with reporting. Requires a new license (DXE) for DX Data
Entry.
Copy Hierarchy
2014.1 offers the ability to copy an existing hierarchy so you no longer have to start from scratch!
This feature is very intuitive and easy to perform. The new copied hierarchy created can also:
Have a unique name
Be used in RIO (Reusable Inquiry Objects)
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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Template Clean Up
We have made a number of minor changes requested from our customers to increase the usability
of the templates. For example, the Year and Period fields are no longer mandatory in the GL
Balances Template, allowing for the GL PERIOD field to be used as a replacement.
Mini Address Book
The Mini Address book is a standardized list of fields that will be used whenever InsightUnlimited
joins to a User or Person record. This ensures the same fields can be provided across templates and
ensures only specific HR data is shared about a person record. These new Mini Address fields are
available within most of the templates delivered with each module for InsightUnlimited in 2014.1.
User Interface Re-Design for Currency Code
Historically templates referred to Currency Code as a column caption making it difficult to identify if
the currency code is for Transaction Currency, Functional Currency, Bank Account Currency, etc. We
have strived in this release to ensure any Currency Code that is on the grid as default has a
descriptive name and any currency that is from a fact table or is a Functional Currency should have a
descriptive name. This should make it easier to identify the correct currency code to use.
User Interface Re-Design for Ledger Name
To increase the professional feel of the product, we have removed the references to SOB and
replaced it with Ledger when using R12 templates.
General Template Enhancements
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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All Columns Available
In each of the templates delivered with 2014.1, the Reporting users will now have access to ALL of
the columns that reside within each table. These columns are accessible for Reporting Users that
have a license to Configurator and can access More Columns via the Columns, Sorting & Grouping
icon.
Archived Templates
A thorough clean-up project was established for this release and as a result, several of our
templates have been consolidated and many have been removed. This effort was done to help
remove confusion about which template to use as many were quite similar in structure. We have
placed all the removed templates into an Archive Folder that resides under the Templates Folder.
Since they now live in the Archive Folder, they will not display when you click “New” and view all
templates for your licensed modules. If you deem that some of these Archived Templates are still of
value to your organization, you can easily move them into the appropriate Module folder under the
Templates Folder and they will then be accessible to your Reporting users.
The Archived templates are no longer being shipped with the software, however any previously built
reports using these templates will still function appropriately:
List of Archived Templates Module
Checks R12 Accounts Payable
Generic Interface General Ledger
Generic Interface R12 General Ledger
Generic Interface GL Transactions General Ledger
Generic Interface GL Transactions R12 General Ledger
GL Transactions Summary R12 General Ledger
Transactions AP General Ledger
Transactions AP Plus Non-AP R12 General Ledger
Transactions AP R12 General Ledger
Transactions AR General Ledger
Transactions AR R12 General Ledger
Transactions GL R12 General Ledger
GL to PA Drill (Expenses) R12 Projects
GL to PA Drill (Revenues) R12 Projects
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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PA Budget Comparisons R12 Projects
Project Summary (Multi Currency) by Projects
GL Period R12
Project Summary R12 Projects
Matching R12 Purchase Order Processing
Purchase Orders R12 Purchase Order Processing
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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©2014 InsightSoftware.com International. All Rights Reserved.
In addition to the list below, 2014.1 also includes all fixes up to and including 2013.1 SP2.
Administrator & Technical Updates
The SQL Database Script now includes APPS.SO_PRICE_LIST_TL.
InsightUnlimited is loaded successfully when the Windows Print Spooler is hanging.
MOAC security is applied correctly even if no “GL: Data Access Set” value is selected in the
Profile Wizard.
If user doesn't have the "manage license key" capability, they cannot manage the license key
and the button "Manage" is greyed out in all dialogs including the Synchronize User dialog.
New Advanced Capabilities were added to enable/disable output from automatically opening
in Microsoft Excel, Microsoft Word® or PDF after export.
When applying changes for License Assignments, performance has been greatly enhanced.
Narrative has now been added to the EBS Database Script install for Elevated Permissions.
General Updates
The Console tab in the ribbon for Reporting users has been enabled when either Console or
Budgeting Lite is assigned to the user in the license key.
Users have the ability to extract comments from an inquiry to a table on finalization so that a
customer's automated process can upload them to another system.
A "%" in the Saved Report Name no longer produces an error when exporting output to PDF
or Excel.
When exporting a hierarchy using the 'Export Excel' button in the hierarchy dialog screen,
you now have the option to export as a .tsv (tab-separated values) file.
When a customer name includes an “&” sign in their name, both Inquiry Title and the Excel
Output show the same output; no additional "&" sign is shown.
Users can Switch Responsibilities now without receiving any error.
The decimal separator is displayed correctly for Unit columns after exporting the output to
Excel or PDF.
When exporting to Excel (breaking by workbook), every Cost Center is displayed in a
separate workbook and Cost Centers with zero values no longer display in the same
workbook as the last Cost Center.
Resolved Issues
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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A new view has been created (IS_MINI_ADDRESS_BOOK).
Mini Address Book-based TASK_MANAGER join replaces IS_TASK_MANAGERS
Mini Address Book-based TASK_MANAGER & EXPENDITURE_INCURRED_BY joins replace
IS_TASK_MANAGERS & PER_ALL_PEOPLE_F
Mini Address Book based joins are now used in place of the old CREATED_BY, UPDATED_BY
and PER_ALL_PEOPLE_F [now aliased EMPLOYEE] joins.
Mini Address Book view for EMPLOYEE has been added. PER_ALL_PEOPLE_F and
PER_PEOPLE_F are removed.
The CREATED_BY, UPDATED_BY and EMPLOYEE_SUPPLIER tables now include: User Name,
Person ID, Full Name, First Name, Last Name, Employee Number, Email Address, Internal
location, Office number, Title and Work Telephone fields.
The currency code fields from tables IS_GL_DETAILS and XLA_AE_LINES have been named
top Transaction Currency.
The Ledger Name field is called Ledger Name in R12 and Set of Books in 11i.
The HR_ALL_ORGANIZATION_UNITS_TL table has been given the alias of Operating Units TL.
The tab and button have been renamed from "Community Portal" to "Community".
Module Updates
AP: The CREDIT_CARD_TRX_ID field has been added to the Expense Template.
AP: The requester information has been added to the Invoice Distribution R12 template and
is available under the table named “Requester” which is part of the Mini Address Book
enhancement.
AP: The Supervisor information has been added to the Employee Master File Template.
AP: The PO_LINES_ALL.ITEM_DESCRIPTION field has been added to the Invoices and
Payments R12 template.
AP: The Supplier Payment terms have been added to the Suppliers Master File R12 and
Suppliers Site R12 templates.
AP: The AP_INVOICE_PAYMENTS_ALL.CREATION_DATE field has been added to the Invoices
and Payments templates.
AP: The Cleared Amount and Cleared Amount (Functional) values have been added to the
Payments R12 template.
AR: The table MTL_CATEGORIES_B has been added to the Invoice Details R12 template.
AR: The TAX_RATE and LINE_TYPE fields have been added to the AR Invoice and Distributions
template.
AR: The Transaction GL_DATE field has been added to the Aged Debt template.
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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AR: The Receipt Number field has been renamed to Activity Number.
AR: The AR Invoice Line Description has been added to As Of Aged Debt, Invoice
Distributions and Invoice and Receipts Templates.
AR: Transactions AR template is now available in the AR module.
AR: The Functional Currency Code field has been added to the Activities template.
AR: The Apply Date has been added to the Receipts and Applications template.
AR: The collector information (at customer header level) has been added to the Receipts and
Applications, Invoice Detail and Receipts Distribution templates.
CM: The Bank Account and Bank Branch information has been added to the Bank Statement
Lines template in Cash Management.
FA: The AP_INVOICES_ALL.DOC_SEQUENCE_VALUE field has been added to the (FA) Invoices
R12 template.
FA: The Invoice Received Date, Invoice Date and GL Date fields have been added to the Fixed
Assets Invoices R12 template.
FA: The Asset NBV Schedule template is now showing the correct figures when compared to
Oracle EBS.
FA: On the Asset NBV Schedule template the heading override on fields “Date Asset
Acquired” and “Date First Entered” have been removed therefore allowing the correct date to
display.
FA: Provide new joins to access the account codes of the asset distributions in the FA
Transactions template.
FA: The Depreciation Detail templates (11i and R12) are now showing the correct figures (the
same as the Asset NBV Schedule template).
FA: No longer receive an error when running a report after selecting the Inquiry Option
"Entered Date" on the Asset NBV Schedule R12 template.
FA: The ASSIGNED_TO information has been added to the Asset NBV Schedule template (11i
& R12).
FA: The ASSIGNED_TO information has been added to the Depreciation Details template.
FA: Asset Transactions R12 - the Year field can now be added without a value and without
pivoting.
GL: The Actual Flag is now available in the GL Balances template.
GL: All the attribute columns GL_JE_LINES.ATTRIBUTE11 to ATTRIBUTE20 are now available in
the Transactions AP Plus Non-AP R12 (Linking Only) Template.
GL: Drill down from the GL Balances R12 template has changed from GL Transactions
Summary R12 to GL Journal R12.
GL: The fields ABALANCE (Accounted Balance) and EBALANCE (Entered Balance) are now
available on the GL Journal Template in the main grid of the report.
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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GL: Visual Assist for Header Name and Batch Name have been added to the GL Journal
template. (11i & R12)
GL: GL Period has been added as a standard filter in Transactions AP R12 template
GL: In the Subledger Accounting R12 template, the Summary Account filter now defaults to *
instead of Y.
GL: Payroll Costing templates now join to Job and Position information.
GL: All the drill links from the GL Transactions Summary R12 template have been copied and
are now available in the GL Journals R12 template.
GL: The Net Entered, Net Accounted, Net Unrounded Entered and Net Unrounded
Accounted values have been added to the Subledger Accounting R12 template.
GL: The Batch ID and Header ID fields are now available as columns in the GL Templates.
INV: The Currency Code field has been renamed to Functional Currency in the Actual Cost
History, Item Cost Detail, Item Cost Summary, Item Master, On Hand Quantity and Standard
Cost History Inventory templates.
INV: The Currency Code field has been replaced with the Functional Currency field in the
Inventory Value vs GL Balances template.
PA: Only valid Key Members are now shown in the templates where the Key Members view
is available. (Commitments, Expenditure Analysis, Expenditure Details by GL Code, Project
Profitability, Project Revenue by GL Code, Project Summary (Multi Currency), Project
Summary by GL Period for 11i & R12)
PA: On the Project Summary (Multi Currency) R12 template we changed calculations to take
into account the customer split for every total so that each total is multiplied by the
percentage located in the CUSTOMER_BILL_SPLIT field and now project totals display
correctly for each customer.
PA: The table PA_FIN_PLAN_TYPES_TL has been added to the PA Budget Versions 11i and
R12 template.
PA: The Functional and Project values have been added to the Commitments R12 template.
PA: The Expenditure Details by GL Code template now includes the Task Manager and
Expenditure Incurred by information.
PA: New Transactional, Functional and Project amounts are available on the Expenditure
Analysis template.
POP: Only valid Key Members are now shown in the Purchase Order Detail R12 template
where the Key Members view is available.
POP: The Vendor Site Code is now available in all the Purchase Order Processing Templates
(11i and R12).
POP: The “Contracts” purchase orders information has been added to the Purchase Order
Details R12 template.
POP: The “Blanket” purchase orders information has been added to the Purchase Order
Details R12 template.
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
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POP: The PO_REQUISITION_LINES_ALL.CREATION_DATE field has been added to the
Purchasing templates.
POP: Functional Currency Code can be added to PO Receipts in 11i and R12.
POP: The Amount Delivered Functional amount has been added to the Purchase Order
Details R12 template.
POP: The Release Number and Release date fields have been added to the Purchase Order
Details R12 template.
POP: The PO_HEADEARS_ALL.CLOSED_CODE and PO_HEADERS_ALL.CANCEL_FLAG fields
have been added to the Purchasing templates.
POP: The PO_LINES_ALL.CONTRACT_NUM and PO_LINES_ALL.ATTRIBUTES (all attributes)
fields have been added to the AP Invoice Distribution Template and all the Purchasing
templates.
POP: The Approver information has been added to the Requisitions, Matching, Purchase
Order and Purchase Order Details templates.
POP: On the Requisition R12 template it is now possible to add the
PO_REQUISITION_LINES_ALL. CANCEL_FLAG with a QBE of <>0 without receiving any errors
when running the report.
POP: The RECEIVED_BY and RECEIVER information has been added to the PO Receipts R12
template.
POP: The information about the Inventory Item has been added to the PO Receipts R12
template.
Release Notes 2014.1 – InsightUnlimited for Oracle EBS
Page 17 of 17
©2014 InsightSoftware.com International. All Rights Reserved.
Contacts
For more information regarding our products, please contact us at:
Email [email protected]
Web www.insightsoftware.com
Customer Support
For product support, please create a case with our Customer Support Department.
Support Portal http://supportportal.insightsoftware.com/
Notices and Disclaimer
InsightUnlimited Reporting, InsightUnlimited Reconciler, InsightUnlimited Scheduler,
InsightUnlimited Budgeting, InsightUnlimited Budgeting Lite, InsightUnlimited Designer,
InsightUnlimited Console, InsightUnlimited Administrator and InsightUnlimited Personal Edition, are
brand names of the InsightSoftware.com Group. InsightSoftware.com is a registered trademark of
InsightSoftware.com Limited.
Other product and company names mentioned herein may be the trademarks of their respective
owners. The InsightSoftware.com Group is the owner or licensee of all intellectual property rights in
this document, which are protected by copyright laws around the world. All such rights are
reserved.
The information contained in this document represents the current view of InsightSoftware.com on
the issues discussed as of the date of publication. This document is for informational purposes only.
InsightSoftware.com makes no representation, guarantee or warranty, expressed or implied, that
the content of this document is accurate, complete or up to date.
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