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Best Practices for a Faster, Smoother Oracle E-Business Suite Period Close. Stephen Horgan Senior Principal Technical Support Engineer Todd A. Cerny Principal Technical Support Engineer.

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Best Practices for a Faster, Smoother Oracle E-Business Suite Period Close

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best practices for a faster smoother oracle e business suite period close
Best Practices for a Faster, Smoother Oracle E-Business Suite Period Close

Stephen HorganSenior Principal Technical Support Engineer

Todd A. CernyPrincipal Technical Support Engineer


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 Oracle’s products remains at the sole discretion of Oracle.

program agenda
Program Agenda
  • Introduction
  • Best Practices and Recommendations for an EBS Period Close using the Period Close Advisor
  • Additional Tips and Resources
  • Q&A
oracle services
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Oracle Premier Support

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  • Oracle knowledgebase
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  • My Oracle Support Community

Keep pace with change and capitalize on new opportunities

  • Updates
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  • Tools to assist with patching and upgrades
Oracle Support Best Practices and Recommendations for theOracle E-Business Suite Period Close using the Period Close Advisor
top reasons for creating service requests
Top Reasons for Creating Service Requests

What we see the most:

  • Not being on the latest code
  • Not knowing/completing all of the steps needed for closing
  • Not able to troubleshoot and resolve issues/errors.
what is the period close advisor
What is the Period Close Advisor?
  • Period Close Advisor: E-Business Suite (EBS) (Doc ID 335.1)
  • The Period Close Advisor provides guidance on recommended period end procedures for E-Business Release 12.x
  • It is intended to be generic and does not relate to a specific organization or industry
  • Step by step best practices with tips and troubleshooting references are provided to assist you through each phase
why do we need the pca
Why Do We Need the PCA?

A cleaner, smoother ‘on-time’ period close

Bring order and reliability to this critical activity

  • After PCA
  • Centralized, comprehensive, source of information
  • Processes organized and well defined
  • Procedures organized in a logical order based on product dependencies
  • Proactive prevention and resolution of issues.
  • Timely close with minimal interruptions or unexpected problems.
  • Before PCA
  • Information spread all over, hard to find
  • Processes ill defined
  • Cross product impacts difficult to follow
  • Issues and errors in processing, accounting and closing
  • P1 SR’s and delays in closing and reporting
who can benefit from the pca
Who Can Benefit from the PCA?
  • Functional Accountants and Data Processing Staff
  • Technical Management and Staff
  • Applications DBA’s
  • Business Management
  • Project Managers responsible for planning EBS maintenance

Everyone who uses the included products

what does the pca offer
What Does the PCA Offer?
  • A complete guide of best practices based on experience and product knowledge:
  • Organized in logical processing sequence
  • Phase-by-phase and step-by-step guidance
  • Assistance and resources: when and where you need them
key features
Key Features
  • A complete resource
  • Best practices
  • Created by SME’s
  • Validated by Oracle Development and Product Managers
when would you use the pca
When Would You Use the PCA?
  • At any point (from start to finish)
    • Activities in all five phases will affect the outcome
    • Proactive activities throughout the period can improve the final result

PC – 1


Day 01

PC – 7

Begin processing new period transactions, apply recommended patches

Run final weekly create accounting processes

Close Period – Generate Reports

Complete sub-ledger reconciliations

use case 1
Use Case 1
  • PCA Solution
  • Evaluate & Prepare - Patching
    • Evaluating and maintaining current code levels is essential to a successful period close
    • Many root cause and data integrity issues are resolved through patching
  • Process Inventory, Cost, and Move Transactions
    • Check and process Inventory, WIP, and Cost transactions
    • Self Service diagnostics and documents like: FAQ: Inventory Standard Datafixes (Doc ID 568012.1)
  • Challenge – To close the period, all transactions must be accounted.
  • Obstacles – Due to data integrity issues users are unable to process and account for transactions.
  • Pain Point – Downstream processing is delayed, and the period cannot be closed.
  • Inventory Transactions
use case 2
Use Case 2
  • PCA Solution
  • Recommended patch collections
    • Key highest impact patches collected
    • Root cause of data integrity issues (80%)
  • Master GDF Diagnostic (MGD)
    • Proactive tool for data scanning – finding issues proactively
  • Trial Balance Helper Diagnostic
    • Identifies missed steps, incorrect setup, incorrect parameters, undo accounting and data integrity issues.
  • Challenge – Before closing, AP should be reconciled to GL to ensure the subledger data is accurately reported in GL.
  • Obstacles – Missed steps, incorrect setups, incorrect parameters, undo accounting and data integrity issues.
  • Pain Point – Large amount of data to review and compare to find differences.
  • Reconcile Payables to GL
call to action for all use the pca
Call To Action For All – Use The PCA
  • Customers with new implementations:
  • Develop a standard procedure document based on these best practices which integrates their specific needs.
  • Learn to proactively avoid problems.
  • Experienced customers:
  • Validate their existing processes against these procedures
  • Proactively and reactively take advantage of the information in areas where they experience problems
period close advisor communities
Period Close Advisor – Communities
  • Each of the products in the PCA has a dedicated community.
  • When might the customer want to use these communities?
    • For clarification of any of the information provided
    • To provide feedback or suggest improvements
    • To get information on corner case items or issues not covered by the PCA
other helpful hints and tips
Other Helpful Hints and Tips
  • Patch Wizard Utility [Video] (Doc ID 976188.1)
  • Workflow Analyzer Tool FAQ (Doc ID 1452224.1)
  • EBS R11i Period Close Processes Overview (Doc ID 1481610.1)

while you re at oracle openworld
While You’re at Oracle OpenWorld…
  • Support Stars BarMoscone West, Level 2
    • Oracle experts
    • Live demos
    • Mini-briefings
    • Videos
  • Support Breakout Sessions
    • Oracle Database
    • Oracle E-Business Suite
    • SQL Tuning
    • Oracle Exadata
    • Siebel CRM
    • PeopleSoft
    • JD Edwards
    • Oracle Business Analytics
    • Oracle Fusion Middleware
    • Oracle Solaris
    • Oracle RAC Cluster
    • Oracle Communications Solutions
    • Sun Server and Storage Systems
recap recommendations
Recap Recommendations
  • For a Faster, Smoother Oracle E-Business Period Close, use the:Period Close Advisor: E-Business Suite (EBS) (Doc ID 335.1)
  • For all Proactive offerings, use: Oracle Premier Support: Get Proactive! (Doc ID 432.1)

Q&A and Important Support Resources

  • Discover more about Get Proactive:
  • MOS EBS Communities:
  • E-Business Suite (EBS) Proactive Video Training Series [VIDEO] (Doc ID 1553100.1)
  • E-Business Suite Product Information Center Index (Doc ID 444.2)
  • Patching & Maintenance Advisor: E-Business Suite (EBS) 11i and R12 (Doc ID 313.1) :