AR Proactive Tools

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Oracle Advisor Webcast
Oracle Receivables Proactive Best
Practices: Tool Summaries &
Troubleshooting Assistants
Hanne Riksheim
Principal Technical Support Engineer, Delivery Support
Sandy Shook
Principal Technical Support Engineer, Proactive Support
June 10, 2015

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. 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 for Oracles products remains at the sole discretion of Oracle.

Oracle Advisor Webcast
Oracle Receivables Proactive Best
Practices: Tool Summaries &
Troubleshooting Assistants
Hanne Riksheim
Principal Technical Support Engineer, Delivery Support
Sandy Shook
Principal Technical Support Engineer, Proactive Support
June 10, 2015

Oracle AR Proactive Best Practices: Tool Summaries &
Troubleshooting Assistants Webcast Resource Links
To access the Oracle Receivables Proactive Best Practices: Tool
Summaries & Troubleshooting Assistants webcast recording:
https://oracleaw.webex.com/oracleaw/lsr.php?RCID=e9983715c637947e5f25587e049f2a85
Questions? To ask questions on the topic of Proactive Tools in Oracle

Receivables:
https://community.oracle.com/thread/3730874
Note: The link to download the presentation PDF is included in the

Continue the Discussion link above.
Objectives
Learn about current Receivables
(AR) Proactive tools
Understand the relationship
between Guided Resolutions &
Automation
Know what Analyzers are &
when they are used
Sharpen your ability to self-
serve your business needs

Agenda
1 Guided Resolutions
2 Automated Troubleshooting Flow
3 Analyzers
4 Additional Proactive Tools

What Are Guided Resolutions?
Intelligent guides to help troubleshoot issues
Guides through simple questions to define the problem
Capture questions answered in Service Request (SR) creation
Find potential solutions

How Are Guided Resolutions Used?
Triggered when you log a Service Request (SR)
Replaces the SR templates
Filters content based on your answers to simple questions
Displays targeted solutions

Why Use Guided Resolutions?
Allow for self-service
Help you quickly clarify your issue and find existing resolutions
Tied to quality solutions
Identify required supporting files upfront
Create more well formed SRs
Decrease time to resolution

Are The Resulting Solutions Effective & Trustworthy?
Yes!!
Subject Matter Experts (SMEs) involvement
Highly tested
Only targeted and proven solutions provided
Feedback is evaluated and utilized

Automated Troubleshooting Flows

Targeted File Request Based On Your Answers
Improved Service Request

Data Collectors (SRDCs)
Files requested determined

by Subject Matter Experts
Providing requested files

upfront decreases time to
resolution

Action Plans Connect To Question/Answer Branches
Answer targeted questions
to clarify issue
Yields
Solution document
--OR--
Targeted file request
Engineer receives all this

information when the SR
committed

How To Share Your Feedback

SR Created & Assigned To An Engineer
Guided Resolution
responses captured and
entered into SR

Automation Will Request & Validate Uploaded Files
Types Of Files Requested
Which files requested
Decided by subject matter experts Diagnostic Output
Based on reported problem Any Script Output
Your Guided Resolution responses Analyzer Output
Master GDF Diagnostic
Automated process
Output
Validates whether uploaded files match
requested files Concurrent request log
Requests remaining files FND debug details
Tkprof
Screen Shots

Initial Action Plan & Email
Different based upon

branches
Detailed file request
Includes instructions

Files Validated & Missing Files Requested Again
Automation validates uploaded files

Missing files re-requested
Sub-status change notifies Engineer
to begin working the SR

How This Helps
Request all required files soon after SR creation
More well-formed SRs
Get issues resolved more efficiently

Demonstration

What Are E-Business Suite (EBS) Analyzers?
Proactive tools to review & analyze a particular area within your EBS
environment in order to:
Identify & provide solutions for known issues
Provide health checks and recommended actions
Act as a data collector (diagnostic tool)
Created by Oracle Support Delivery and Proactive Teams
Analyzers DO NOT update data

E-Business Suite Analyzers
Get Proactive with Oracle E-Business Suite - Product Support Analyzer
Index (Doc ID 1545562.1)
Available in following areas:
E-Business Suite
Financials (FIN)
Manufacturing (MFG)
Human Capital Management (HCM)
Customer Relationship Management (CRM)

Current Financial Analyzers
R12: Master GDF Diagnostic (MGD) to Validate Data Related to Invoices, Payments,
Accounting, Suppliers and EBTax
R12: Payables Create Accounting Analyzer
R12: Payables Period Close Analyzer - Diagnostic to Validate Data Before Period Close
R12: EBTax Setup and Data Integrity Analyzer
R12: Payables Trial Balance Analyzer - Diagnostic to Validate Data for APTB issues
R12: Oracle Payments (IBY) Funds Disbursement Analyzer
R12: Internet Expenses Setup Helper - Diagnostic to Validate OIE Setup Data
R11i/R12:AutoInvoice Post-Process Analyzer: Overview and Installation Instructions
R12: AutoAccounting Analyzer

Key Features of Analyzers
Non-invasive, complete diagnostic tool
Runs in 2 modes:
Stand-alone script
Concurrent Request (recommended)
Maps known issues to solution documents
Provide proactive recommendations
based on health checks
View HTML output in summary or detail
Available for multiple Application releases

Key Features of Analyzers
Checks categorized based on level of importance:
Error
Warning
Check

Analyzers Available For Oracle Receivables
AutoInvoice Post-Process Analyzer
(a.k.a. AIPP Analyzer or AIPP Validation Report)
AutoAccounting Analyzer

Developed by Receivables Support Team
Enhances information from AutoInvoice Validation Execution Report
Interface errors mapped to solution knowledge documents
Proactively provides various system health checks
Recommendations for optimal performance

Validation errors are segregated into functional areas such as:
Batch Source
Transaction Type
Customer

Downloading The AutoInvoice Post-Process Analyzer
Access via
Doc ID 1523525.1

Installing The AutoInvoice Post-Process Analyzer

When Should I Use The AutoInvoice Post-Process Analyzer?
Before Running AutoInvoice
Check if there are profile options you need to set
Review Performance/Patch recommendations
Clear out orphan records
Preview the segregation of data in the interface tables
After Running AutoInvoice (most commonly used)

Troubleshoot and resolve errors in AutoInvoice Validation
Ad-Hoc
Get details of Transactions successfully created by AutoInvoice
Review Performance/Patch recommendations

Why Use AutoInvoice Post-Process Analyzer?
Quickly resolve AutoInvoice issues
Bring order & reliability to this critical activity
Identify important documents to properly setup AutoInvoice
Find solution documents quickly even without installing AIPP
Tune AutoInvoice performance parameters
Find additional recommendations for better control over AutoInvoice
Proactive prevention and resolution of issues

AutoInvoice Process Before AIPP Analyzer

AutoInvoice Post-Process Analyzer Output

Who Uses The AutoInvoice Post-Process Analyzer?
Every AutoInvoice Functionality

User in Receivables
Business Managers
Functional Accountants & Data Processing Staff
Technical Managers & Staff
Applications DBAs

Use Case: AutoInvoice Validation Errors, AIPP Not Installed
Symptom Stuck
AIPP Solution
interface records
Open Note 1523525.1 and string
Challenge Correct root search for the error message
cause of validation errors Check details impact
& reprocess
Recommendation
Obstacles No Knowledge document
immediate access to
information on resolution

Use Case: AutoInvoice Validation Errors, AIPP Is Installed
Autoinvoice Has Validation Errors & AIPP Is Installed
Symptom Records in interface AIPP Solution

tables not successfully processed
Submit AIPP passing request ID
Challenge Correct root cause of Review AIPP output to
validation errors & reprocess Check details impact
Recommendation
Obstacles None
Knowledge document
Pain Point None

Use Case: Performance Issues In AutoInvoice
AIPP Solution
Symptom Deteriorated
performance of AutoInvoice Review System-wide Checks section
of AIPP for items affecting
Challenge Correct the root performance
cause of performance issues
Indices on Interface Line Attribute
Obstacles No access to Columns
custom guidelines Profile & System Options
Performance improvement patches
Pain Point Applying generic Review Orphan Records in Interface
guidelines XXX Table section

Use Case: Transactions Created Successfully
Symptom Need details of AIPP Solution
transactions created by Run AIPP with Request ID parameter
AutoInvoice
Challenge Determining overall
status of transactions requires
running various reports Review Transactions Successfully created
Outstanding balance by AutoInvoice section
Mapping with legacy data

Etcetera

AutoInvoice Post-Process Analyzer Output Sample Analysis

Assist in resolving AutoAccounting errors raised in Receivables
Guide for correcting incorrect or incomplete AutoAccounting setup
Affected Account Types:
Receivable (REC)
Revenue (REV)
Unearned Revenue (OFFSET)
Unbilled Receivable (OFFSET)
AutoInvoice Clearing (OFFSET)

Why Was AutoAccounting Analyzer Built?
Most common causes for AutoAccounting

errors:
Incorrect Setup
Incomplete Setup

Downloading & Installing The AutoAccounting Analyzer
E-Business Suite Proactive Support
Access via
Doc ID 1904785.1

How To Install AutoAccounting Analyzer

Run The AutoAccounting Analyzer As A Concurrent Request
Responsibility:
Receivables Manager
Navigation: View >

Requests >
Submit a New Request >

Single Request >

AutoAccounting Analyzer Sample Output Sections

AutoAccounting Analyzer Output Sample Section Detail

Why Use The AutoAccounting Analyzer?
User friendly tool to identify missing accounting setups
Assist in troubleshooting & correcting AutoAccounting errors
Provides steps to resolve errors that are raised

Demonstration

Whats New Advisors General Information

Whats New Advisors Last 30 Days Tab
Product area List of Values (LOV)

Whats New Advisors Last 2+ Years Tab

Whats New Advisors Oracle Collaborate Presentations
Internal and Limited

- Not Visible to Customers Internal Use Only
Internal Data Fix Links

- Not Visible to Customers Internal Use Only
Collaborate Conference Presentations

- This includes the direct link to the document shared here

Whats New Advisors Other Related Products Tab
RECEIVABLES (1944310.2)
ADVANCED COLLECTIONS (1959792.2)
ORACLE BILL PRESENTMENT ARCHITECTUE (BPA) (1959342.2)
ORACLE CASH MANAGEMENT (1989946.2)
ORACLE CREDIT MANAGEMENT (1957798.2)
ORACLE CUSTOMERS ONLINE (OCO) (1959421.2)
Directly Linked E-BUSINESS TAX (EBTAX) (1957687.2)
Here EDI / XML GATEWAY (810 Outbound) (1959400.2)
ORACLE FINANCIALS for the AMERICAS (1958250.2)
ORACLE GLOBAL ACCOUNTING ENGINE (AX) (1958343.2)
ORACLE iRECEIVABLES (1958223.2)
ORACLE LOANS (1958331.2)
SUBLEDGER ACCOUNTING (1958077.2)
TRADING COMMUNITY ARCHITECTURE (TCA) (1957990.2)
ORACLE U.S. FEDERAL FINANCIALS (1959476.2)
ORACLE LEGAL ENTITY CONFIGURATOR (1964048.2)

Information Centers (IC)
Acts like a table of contents or index
Content categorized into
Overview & Use
Troubleshooting
Patching
Oracle Receivables (AR) has 25 Information Centers
Doc ID 1473872.2 is the index note for all AR Information Centers

Use Search & Browse To Find Information Centers (IC)

Information Centers (IC) Index for Receivables

Information Centers (IC) Overview & Use

Information Centers (IC) Troubleshooting

Information Centers (IC) Patch & Maintenance

My Oracle Support Accreditation: E-Business Suite
Accreditation Program Pages Fully leverage support Stay Informed | Analyzer

capabilities from My Oracle Scripts | Workflow Analyzer |
Program Index 1583898.1
Support | High-value best Period Close| Patching |
E-Business Suite 1580100.1 practices | Efficiency with Oracle Certifications | Upgrade
tools = more time spent on Advisor | Comparison Reports
primary role
Stay Informed Proactively
Communication Channel What You Will Find
Twitter (@Oracle_EBS) Important announcements, tips, tricks & tools
Facebook (OracleEBusinessSuiteSupport) Advisor Webcast announcements
Oracle E-Business Suite Support Blog All of the above plus Product newsletters
blogs.oracle.com/EBS
My Oracle Support E-Business Suite Important announcements, tips, tricks & tools
Community Advisor Webcast announcements
Interaction with your peers, industry & Oracle
experts as well as Oracle Support staff
Webcasts (Doc ID 740966.1) Product Subject Matter Experts present various
topics
Live question & answer period
All webcasts recorded & archived for easy replay

Get Proactive Premier Support

Learn More
Available References and Resources to Get Proactive
My Oracle Support Essentials Webcast Series

https://support. oracle.com | Doc ID: 553747.1
My Oracle Support Blog

https://blogs.oracle.com/supportportal/
Get Proactive in My Oracle Support

https://support. oracle.com | Doc ID: 432.1
Ask the Get Proactive Team

get-proactive_ww@oracle.com

Summary
What we covered today
Guided Resolutions and Automation

Analyzers
Whats New Advisors
Information Centers
Proactive Tools and Accreditation

Top Articles & Community Links
Get Proactive with Oracle E-Business Suite - Product
Support Analyzer Index (Doc ID 1545562.1)
R11i/12: AR: AutoInvoice Post-Process Analyzer:

Overview and Installation Instructions (Doc ID
1523525.1)
Oracle Receivables AutoAccounting Analyzer (Doc

ID 1904785.1)
What's New - Content in Receivables (AR) and

Related Products (Doc ID 1944310.2)

Top Articles & Community Links
Information Center: Index of all Information Centers

for Oracle Receivables (AR) 11.5 and later (Doc ID
1473872.2)
Oracle Premier Support: Get Proactive! (Doc ID

432.1)
Oracle Receivables My Oracle Support Community

https://community.oracle.com/community/support/
oracle_e-business_suite/receivables

Session Related Community Links
Questions? For follow up questions on

topics covered in this webcast connect
via this Receivables Community
thread:
https://community.oracle.com/thread/3730874
This thread will link to a copy of the

presentation, the webcast recording
and will include the Q&A from the
webcast.

Oracle Advisor Webcast Program
Locating Current Schedule & Archived Recordings
From Note ID : 740966.1 drill

down to your area of interest
For us, E-Business Suite (EBS)

Access the EBS page directly via

Doc ID 1455369.1
Drill down to your area of

interest

Note:
Click column headings to sort
Hover on Webcast Title for
more information
Recordings available within
48 hours
Ask webcast related
questions via the Questions?
link

Where Can I Get The Slides From This Session?
1. PDF link from Doc ID 740966.1 (within 48 hours)
2. Receivables Community > Content Tab > Documents (within 24 hours)

Receivables Community Webcast Category

Accessing My Oracle Support Community
1. Via My Oracle Support -> Community Tab 2. Directly community.oracle.com

To ask a question on the phone
line, select *1 on your phone.
To ask a question online, use the
Q&A area at the top.
Q&A
Your question will be read aloud in
the order received.
Question can also be asked on the
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ATTENTION AUDIO Options

Option 1: Voice Streaming Audio Broadcast Option 2: Teleconference (Dial In)

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 2

Select your area of interest

Scan through the list of Current

Register for the session of your

For upcoming Oracle E-Business

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 3

June 10, 2015

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 5

June 10, 2015

Questions? To ask questions on the topic of Proactive Tools in Oracle

Note: The link to download the presentation PDF is included in the

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 8

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 9

Intelligent guides to help troubleshoot issues

Guides through simple questions to define the problem

Capture questions answered in Service Request (SR) creation

Find potential solutions

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 10

Triggered when you log a Service Request (SR)

Replaces the SR templates

Filters content based on your answers to simple questions

Displays targeted solutions

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 11

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 12

Subject Matter Experts (SMEs) involvement

Only targeted and proven solutions provided

Feedback is evaluated and utilized

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 13

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 14

Improved Service Request

Files requested determined

Providing requested files

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 15

Engineer receives all this

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 16

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 17

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 18

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 19

Different based upon

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 20

Automation validates uploaded files

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 21

Request all required files soon after SR creation

More well-formed SRs

Get issues resolved more efficiently

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 22

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 23

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 24

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 25

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 26

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 27

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 28

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 29

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 30

Validation errors are segregated into functional areas such as:

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 31

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 32

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 33

After Running AutoInvoice (most commonly used)

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 34

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 35

Copyright 2015 Oracle and/or its affiliates. All rights reserved. | 36