FUNCTIONAL IMPACT ASSESSMENT DOCUMENT

Oracle Projects
Cumulative Release 11 patch on top of 12.1.3 Delta 6

Application Release: 12.1.3+

Author Oracle

Creation Date 15-Nov-2015

Last Updated Date 19-Nov-2015

Version 1

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Table of Contents

1 CONSOLIDATED PATCH DETAILS ............................................................................................................. 3

1.1 ORACLE PROJECTS.......................................................................................................................................... 3
1.2 ORACLE PROPERTY MANAGER ....................................................................................................................... 3
2 FUNCTIONAL IMPACTS................................................................................................................................. 4
2.1 FUNCTIONAL IMPACTS IN ORACLE PROJECTS COSTING .................................................................................. 4
2.1.1 Dynamic insertion of GL code combination .......................................................................................... 4
2.1.2 AUD: Cost Audit Report ........................................................................................................................ 4
2.2 FUNCTIONAL IMPACTS IN ORACLE PROJECTS BILLING ................................................................................... 4
2.2.1 Credit Hold exception in the output report ............................................................................................ 4
2.2.2 Event processing Multiple Agreements scenario ................................................................................... 5
2.3 FUNCTIONAL IMPACTS IN GRANTS ACCOUNTING ........................................................................................... 5
2.3.1 Transaction control Validations for Recurring invoices ........................................................................ 5
2.3.2 Transaction Import for multiple records ................................................................................................ 6
2.4 FUNCTIONAL IMPACTS IN ORACLE PROJECT PLANNING AND CONTROL ......................................................... 6
2.4.1 Issues pertaining to ETC Method Earned Value Forecast Generation Solution ................................... 6
2.4.2 Custom Query Measures for Reporting ................................................................................................. 7
2.4.3 At Completion Metrics for Custom Measures ........................................................................................ 7
2.4.4 Deletion of a parent project task after the delinking of child project .................................................... 8
2.4.5 Roll up of child Task status and Dates to summary/Parent task ............................................................ 8

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1 Consolidated Patch Details
1.1 Oracle Projects

Patch Number 21614846:R12.PJ_PF.B

Patch Abstract CUMULATIVE RELEASE 11 ON TOP OF 12.1.3 DELTA6 RELEASE DATE 17-NOV-2015

Information on software updates included Oracle Projects Software Readme for R12.PJ_PF.B.DELTA.6 (Doc ID 1602134.1).
Oracle Property Manager Software Updates Readme for R12.PN.B.Delta.6 (Doc ID 1602136.1)

Information on New/Changed features Oracle Project Foundation Release Notes, Release Update Pack 6 for 12.1 (Doc ID 1961218.1)
Oracle Project Costing Release Notes for Release 12.1.3, Delta 6 (Doc ID 1602128.1)
Oracle Project Billing Release Notes, Release Update Pack 6 for 12.1 (Doc ID 1602135.1)
Oracle Project Management Release Notes for Release 12.1.3+, Delta 6 (Doc ID 1640947.1)
Oracle Grants Accounting Release Notes for Release 12.1.3+, Delta 6 (Doc ID 1615446.1)

1.2 Oracle Property Manager

Patch Number 21944594:R12.PN.B

Patch Abstract PN CUMULATIVE RELEASE 10 ON TOP OF 12.1.3 DELTA 6 RELEASE DATE 17-NOV-
2015

Information on software updates included Oracle Property Manager Software Updates Readme for R12.PN.B.Delta.6 (Doc ID 1602136.1)

Information on New/Changed features Oracle Property Manager Release Notes for Release 12.1.3+, Delta 6 (Doc ID 1602122.1)

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2 Functional Impacts
2.1 Functional Impacts in Oracle Projects Costing

2.1.1 Dynamic insertion of GL code combination

Whenever a new GL Code Combination was getting dynamically inserted during any Cost Distribution Program, the program was
throwing KEY_FLEX_FAIL exception, only when the program was being run for the first time. However when the program was run
again, it was getting completed without any issue. With the issue being addressed in this CU, when you run any Projects Cost
Distribution Program which inserts a new GL Code Combination dynamically, the above mentioned exception would not be thrown
and program would complete successfully.

Test Recommendation

Run the cost distribution programs with a combination of expenditures where GL code combination already exists for few of them and
for others, it needs to be dynamically inserted. Verify if the programs complete successfully.

2.1.2 AUD: Cost Audit Report

AUD: Cost audit report was not showing data for those expenditures which do not have employee information against them. With this
issue being addressed in this CU, the Audit report will correctly list all the costs irrespective of whether an employee is associated
with the cost or not.

Test Recommendation

Run the report with a combination of expenditures where in some of them have employee information and others do not have
employee information. Verify that all the costs are listed in the report.

2.2 Functional Impacts in Oracle Projects Billing

2.2.1 Credit Hold exception in the output report

While trying to generate invoice for a customer put on Credit Hold, generate draft invoice program was not showing Customer on
Credit Hold as the exception reason for not generating invoice. With a resolution being provided in this issue in this CU, now when
you try to generate invoice for a customer on Credit Hold, the program would list the project under "Invoice Generation
eligibility report" displaying a message that Bill to customer is on credit hold.

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 Test Recommendation

Try to generate invoices for a customer who has been put on credit hold. Verify that invoice generations programs display the relevant
exception message against the project.

2.2.2 Event processing Multiple Agreements scenario

Revenue Processing

When a project was funded by a customer with multiple soft limit agreements, at the time processing an event, the revenue generation
program was utilizing available funding from all agreements instead of creating draft revenue against one soft limit agreement. This
was resulting in multiple draft revenues getting created. This issue has been addressed in this CU. In case of one customer and
multiple soft limit agreements scenario, the revenue program will use only first soft limit agreement to create the total revenue even
though it exceeds the soft limit of the agreement.

Invoice processing

When a project was funded by a customer with a combination of soft limit and hard limit agreements, at the time of processing an
event, the invoice generation program was always utilizing the hard limit agreement first even though the complete bill amount could
not be accommodated against the hard limit agreement. The remaining amount was being billed against the soft limit agreement. This
resulted in multiple draft invoices getting created for the same billing event. This issue has been addressed in this CU. In case of one
customer and combination of soft limit and hard limit agreements scenario, the invoice program will only use the soft limit agreement
if the event bill amount exceeds the hard limit agreement amount.

Test Recommendation

Verification of Draft revenue generation and Draft invoice in single customer, multiple soft limit agreements scenario

Verification of Draft revenue generation and Draft invoice in multiple customer, multiple soft limit agreements scenario

Verification of Draft revenue generation and Draft invoice in multiple customers, one soft limit and one hard limit agreement or one
customer and multiple soft limit agreements for the other customer.

2.3 Functional Impacts in Grants Accounting

2.3.1 Transaction control Validations for Recurring invoices

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 When a payable invoice with Project-Award Distributions is created, it would be subjected to Transaction control validations defined
for a Project/Task. Payables invoices created from Recurring Invoice window were not being validated for Transaction Controls. With
this issue being addressed in this CU, this validation has been extended to Payable Invoices with Project-Award Distributions created
from Recurring Invoices window as well.

Test Recommendation
Create an AP invoice with Project-Award Distribution in such a way that it violates the Transaction control defined in the project .The
transaction control validation should get invoked.

2.3.2 Transaction Import for multiple records

PRC: Transaction Import Imports record with wrong Project: When multiple records were imported from Projects-Grants Interface
tables and if import of one of the records fails due to Task validation, the subsequent successful records were getting stamped with
incorrect Project reference. Now, in such an import scenario, the successful records would get interfaced with the correct project
reference

Test Recommendation

Try to import multiple records such that few of them fail. Verify that successfully imported ones have the correct project reference
stamped on them.

2.4 Functional Impacts in Oracle Project Planning and Control

2.4.1 Issues pertaining to ETC Method Earned Value Forecast Generation Solution

Some of the issues pertaining to forecast lines generation when the ETC Method is Earned Value have been addressed in this CU.
Earlier, if either the actuals or percent complete was zero, the following was the system behavior during forecast generation

If the ETC source is Financial Plan and the ETC calculation method is earned value then Generated forecast did not show any forecast
lines for the corresponding assignment.
If the ETC source is Work plan and the ETC calculation method is earned value, then Generated forecast shows the forecast line for
the corresponding assignment, but the ETC amount would be zero.
The above mentioned issues have been addressed. Now, if actuals or percent complete is zero, then for the ETC Source methods –
Work plan Resources and Financial Plan, the ETC quantity/amount will be equal to the planned quantity/amount as applicable.

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 Test Recommendations
ETC Source – Work plan Resources Or Financial Plan

 When Percent complete is zero and Actuals is Zero – then ETC Quantity/Amount is equal to Planned Quantity/Amount

 When Percent complete is zero and Actuals exist – then ETC Quantity/Amount is equal to Planned Quantity/Amount

 When Percent complete exists and Actuals is Zero – then ETC Quantity/Amount is equal to Planned Quantity/Amount

2.4.2 Custom Query Measures for Reporting

Through this feature, additional measures have been introduced that can be driven by custom logic. Similar to any other seeded or
custom measure, these measures can be added to Reporting in the Performance Overview - All measures section. These measures can
also be used to create Performance Rule that can indeed be used for Key Performance Area.

Test Recommendations
Add a Custom API Measure to Performance Overview - All Measures. Verify that the value is shown correctly
Create a Performance Rule using Custom API Measure & use it in Key Performance Area (KPA).Verify that the KPA is showing
correct value.

2.4.3 At Completion Metrics for Custom Measures

Earlier, At Completion Metrics were available only for Seeded Measures. Now At Completion Metrics have been made available for
Custom Stored and Custom Computed Measures. You can rename these metrics to suit your requirements and use them as part of All
Measures, Task Summary & Resource Summary of Reporting.

Test Recommendations

 Create a New Custom Computed Measure. Enter a Name for At Completion Measure Field.

 Add Custom Computed Measures to Performance Overview - All Measures. Verify the value shown for At Completion. Also
Verify that the user defined name is shown in All Measures

 Add Custom Computed Measures to Performance Overview - Task Summary. Verify the value shown for At Completion

 Add Custom Computed Measures to Performance Overview - Resource Summary. Verify the value shown for At Completion

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  Create a New Custom Stored Measure. Enter a Name for At Completion Measure Field.

 Add Custom Stored Measures to Performance Overview - All Measures. Verify the value shown for At Completion. Also
verify that the user defined name is shown in All Measures

 Add Custom Stored Measures to Performance Overview - Task Summary. Verify the value shown for At Completion

 Add Custom Stored Measures to Performance Overview - Resource Summary. Verify the value shown for At Completion

2.4.4 Deletion of a parent project task after the delinking of child project
When a Project is de-linked from the task of the parent Project and if the task in the parent project is deleted without running PRC:
Update Project Performance Data program then when the program is run at a later point of time it used to fail. This issue has been
addressed by introducing a validation where in an error message would be thrown at the time of deletion of parent project task if PRC:
Update Project Performance Data program has not been run post the delinking.

Test Recommendation

Try to delete the task from a parent project from which a child project has been delinked without running PRC: Update Project
Performance Data program.

2.4.5 Roll up of child Task status and Dates to summary/Parent task

In the Mass Update Progress Page, the status and dates of summary task/ parent task was not getting updated based on the status and
dates of Child tasks. With a resolution being provided in this CU, You would find the status and dates of summary task/ parent task
being updated based on the status and dates of Child tasks.

Test Recommendation
Change the status of child tasks and submit the progress – Verify that the task status rolls up to summary/parent tasks.

Remove the actual dates of child task and change the task status to Not Started and submit the progress – Verify that the status and the
Actual date of the summary/Parent task is also changed accordingly.

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