Legal Entity Configurator Troubleshooting LE Upgrade

Author: Legal Entity Development

Creation Date: August 3, 2012 Last Updated: File URL: Version: Status: August 3, 2012 http://files.oraclecorp.com/ 1.1 FINAL

Approver Name

Role

Date

Copyright 2012 Oracle Corporation All Rights Reserved

This document is not a promise to deliver and may not be included as part of any contract.

1. Contents

1.1 Change Record

Date 09-Dec-2008 10-Dec-08

Author Shyamala Narayanaswamy Jacintha Mary

Version 1 1.1

Change Reference Created Moved it to Oracle template, added more navigation steps and added some additional content..

1.2 Contributors

Contributor Jacintha Mary Shyamala Narayanaswamy Sanjeeva Rampure

Role Development Manager Development Manager Sr. Applications Engineer

Position

1.3 Reviewers

Name

Role

Position

Document Status

Date Reviewed

Comments Incorporated

Contents

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Contents

1.

Contents ................................................................................................................. ii
1.1 1.2 1.3 Change Record ........................................................................................................................ ii Contributors ............................................................................................................................ ii Reviewers................................................................................................................................ ii

2. 3.

Introduction ............................................................................................................4
2.1 Scope of the Document ........................................................................................................... 4

LE Upgrade All countries ..................................................................................5

3.1 3.2 Upgrade Overview .................................................................................................................. 5 Trouble Shooting Upgrade Failure.......................................................................................... 5 3.2.1 3.2.2 3.2.3 3.2.4 Missing Legal Entities .................................................................................................. 5 Missing Location .......................................................................................................... 6 Missing Country ........................................................................................................... 7 HR Country Code does not match with HZ Country Code ........................................... 8

4.

LE Upgrade Global ...........................................................................................10

4.1 4.2 Upgrade Overview ................................................................................................................ 10 Trouble Shooting Upgrade Failure........................................................................................ 10 4.2.1 4.2.2 Invalid Location data .................................................................................................. 10 Required Segment on the Location Descriptive Flexfield .......................................... 10

5.

LE Upgrade Additional Action Items .............................................................12

5.1 5.2 5.3 Generic Post Upgrade Datafix .............................................................................................. 12 Next Upgrade Run from 11i to R12 ...................................................................................... 12 Impacted Products ................................................................................................................. 12

6.

Open and Closed Issues .......................................................................................13

6.1 6.2 Open Issues ........................................................................................................................... 13 Closed Issues ......................................................................................................................... 13

Contents

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2. Introduction

2.1 Scope of the Document

This document addresses the commonly encountered LE upgrade issues and the steps to identify and fix the problem. The issues listed here are mainly due to customer specific setup data and requires user intervention to resolve the issue. LE upgrade cannot be fixed to prevent these issues, as these are data specific errors.

Introduction

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3. LE Upgrade All countries

3.1 Upgrade Overview

LE upgrade qualifies existing HR organization of type GRE/LEs in 11i as legal entities and migrates them to R12. It creates one main establishment for every legal entity. It also creates identifying registration for every legal entity and the main establishment. If the LE and its related entities are not migrated or created during upgrade, it leads to problems in Legal Entity Configurator and multiple other products. It is recommended the customer resolve LE upgrade issues before continuing further with the upgrade. Customers must not skip the LE upgrade.

3.2 Trouble Shooting Upgrade Failures

3.2.1 Missing Legal Entities

Run the following query in the upgraded R12 instance:

select hr_legal.organization_id legal_entity_id, hr_legal.name, hrl.location_id, hrl.location_code, hrl.style, hrl.legal_address_flag, hrl.country country from ( SELECT O.ORGANIZATION_ID, otl.name FROM HR_ORG_UNITS_NO_JOIN O, HR_ALL_ORGANIZATION_UNITS_TL OTL, HR_ORGANIZATION_INFORMATION O2, HR_ORGANIZATION_INFORMATION O3 WHERE O.ORGANIZATION_ID = O2.ORGANIZATION_ID AND O.ORGANIZATION_ID = O3.ORGANIZATION_ID (+) AND O2.ORG_INFORMATION_CONTEXT||'' = 'CLASS' AND O3.ORG_INFORMATION_CONTEXT (+) || '' = 'Legal Entity Accounting' AND O2.ORG_INFORMATION1 = 'HR_LEGAL' AND O2.ORG_INFORMATION2 = 'Y' AND O.ORGANIZATION_ID = OTL.ORGANIZATION_ID

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AND OTL.LANGUAGE = USERENV('LANG')) hr_legal, hr_locations_all hrl, hr_all_organization_units hou where hr_legal.organization_id =hou.organization_id and hou.location_id = hrl.location_id(+) and hr_legal.organization_id not in ( SELECT legal_entity_id from xle_entity_profiles where created_by =-1);

This query lists all the HR organization of type GRE/LEs that have not been migrated to R12 as Legal Entities. Each row represents the missing Legal Entity and related HR location information.

3.2.2 Missing Location

If there is no location_id for the Legal Entity in the Missing Legal Entities query results above, the LE will not be migrated. A LE must have a location to be considered for migration.

Solution Associate a Location to the GRE/LE that was not migrated in upgraded R12 instance.

Navigation (a) Responsibility -> Human resources (b) Click on Workstructures--> Description (c) Query the organization (d) Attach a location from the LOV on the Location field

Example

Figure 1: Missing Location In the above example, a valid location must be attached to Vision Russia.

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3.2.3 Missing Country

If there is no country in the Missing Legal Entities query results above, the LE will not be migrated. A LE must have a country to be considered for migration.

Solution Associate a country to thelocation associated to the GRE/LE that was not migrated in upgraded R12 instance.

Navigation (a) Responsibility -> Human resources (b) Click on Workstructures--> Location (c) Query the Location with a Location Code value from the results set of Missing Legal Entities (d) Update the country for the location, based on the value returned from the query below. select hzg.country_code from hz_geographies hzg where hzg.geography_name = <country name for your location> and hzg.geography_type ='COUNTRY'; (e) Save the location (or) (f) If the legal_address_flag in the Missing Legal Entities query results is 'Y', the update cannot be done thru the UI (navigation steps provided above). The update statement below has to be run in the upgraded R12 instance. update hr_locations_all hrl set hrl.country =( select hzg.country_code from hz_geographies hzg where hzg.geography_name = <country name for your location> and hzg.geography_type ='COUNTRY') where location_id = < location_id from for missing legal entity>

COMMIT;

Example

In the above example, the HR location Johannesburg attached to Vision South Africa does not have Country information. Location Johannesburg should be updated with Country ZA for Vision South Africa.

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3.2.4 HR Country Code does not match with HZ Country Code

If the LE upgrade fails to migrate LEs, even if there is a valid location or country, the cause most likely is that the HR ccountry does not match up with the HZ country code. Solution Associate a valid country to the location associated to the GRE/LE that was not migrated in upgraded R12 instance.

Navigation (a) Responsibility -> Human resources (b) Click on Workstructures--> Location (c) Query the Location with a Location Code value from the results set of Missing Legal Entities (d) Execute the query: select hzg.country_code from hz_geographies hzg where hzg.geography_name = <country name for your location> and hzg.geography_type ='COUNTRY';

(e) Compare the country_code returned in step d, with the value found in step c, if they are different the LE would not be migrated.
(f) Update the country for the location, based on the value returned in step d. (g) Save the location (or) (h) If the legal_address_flag in the Missing Legal Entities query results is 'Y', the update cannot be done thru the UI (navigation steps provided above). The update statement below has to be run in the upgraded R12 instance. update hr_locations_all hrl set hrl.country =( select hzg.country_code from hz_geographies hzg where hzg.geography_name = <country name for your location> and hzg.geography_type ='COUNTRY') where location_id = < location_id from for missing legal entity>

COMMIT;

Example

HR country for Vision Saudi Arabia

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HZ country for Saudi Arabia

The HR country for Location attached to Vision Saudi Arabia is Saudi. The HZ country for Saudi Arabia is SA. Location HR-Riyadh has to be updated with SA as the country for Vision Saudi Arabia to be migrated.

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4. LE Upgrade Global

4.1 Upgrade Overview

Brazil Brazilian companies are migrated as establishments. Belgium The VAT reporters defined in the Define VAT Reporters form will be migrated as legal Entities

4.2 Trouble Shooting Upgrade Failure

4.2.1 Invalid Location data

If there is invalid location data in the Brazil or Belgium tables, then the location and Legal Entity cannot be migrated.

Solution Correct the invalid location data in the Belgium reporting entities and the Brazilian company Information tables.

Navigation - Brazil (a) Responsibility -> Brazilain Localizations (b) Click on Localizations --> Company Information Define (c) Check the address fields for all companies. (d) Update with the correct information. Navigation - Belgium (a) Responsibility -> Belgian Localizations (b) Click on Belgian Localizations --> VAT Reporters (c) Check the address fields for all reporters. (d) Update with the correct information.

4.2.2 Required Segment on the Location Descriptive Flexfield

If there is a required segment on the location descriptive flexfield, then the location and Brazilain or Belgium Legal Entities or Establishments cannot be migrated.

Solution Correct the invalid location data in the Belgium reporting entities and the Brazilian company Information tables.

LE Upgrade Global

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Navigation (a) Responsibility -> System Administrator (b) Click on Application --> Flexfield Descriptive (c) Query for title Additional Location Details and applcation Human Resources (d) If the Descriptive flexfield is setup with any required segments, set it to Not required (e) Rerun the generic datafix or the upgrade (f) Afer upgrade, set the segment to required in your R12 instance.

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5. LE Upgrade Additional Action Items

5.1 Generic Post Upgrade Datafix

If you performed any of the action items mentioned in section 3 or 4, you must rerun the generic LE upgrade datafix 7629745:R12.XLE.A(For 12.0.X environments) and 8983728:R12.XLE.B (For 12.1.X environments) to migrate the missing Legal Entities. It is not required to rerun the whole upgrade, if the LE upgrade failed. The generic datafix will assist you in migrating the missed Legal Entities.

5.2 Next Upgrade Run from 11i to R12

If you have plans for additional upgrade tests, it is is a must you fix your data in the 11i instance. This will ensure Legal Entities are migrated successfully and other dependant products refer to the right Legal Entities. This will prevent you from requiring running data fix scripts from other products like Cash Management, as the referring LE is wrong.

5.3 Impacted Products

If the LE upgrade failed to migrate Legal Entities successfully and you are using Cash Management or Intercompany, you must work with the corressponding products to the get the datafix. Cash Management Generic Data Fix Script In Progress

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6. Open and Closed Issues

6.1 Open Issues

Number

Description

Date Raised

Priority

Owner

Action

Target Date

1. 2. 3.

Priority: H= High; M=Medium, L=Low

6.2 Closed Issues

Number

Description

Date Raised

Priority

Owner

Resolution

Date Closed

Priority: H= High; M=Medium, L=Low

Open and Closed Issues

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