1. iSetup- The Saviour who Saved 2000 hrs
iSetup- The Saviour who Saved 2000 hrs. in our Project Involving Financials for 352 Operating Units
10314
Vicky Adwani
Manager
Hitachi Consulting
25-April-2018

2. Introduction
Vicky Adwani
Manager

3. Table of Contents About the Client and Project
Business Case/Requirement
Why iSetup?
iSetup Solution-Key Features (with worked example)
Hints and Tips
What to watch out for ?
Advantages
Savings
Appendix

4. About the Client and Project

5. About the Client Ministry of Singapore Client Founded in 1960
Manages 410 schools in Singapore
33000 Education officers
Annual Education budget- 12.9billion SGD in 2017

6. Fixed Deposit (Custom)
About the Project
Application Footprint
EBS implementation
Financials
Hyperion P&B
Oracle BI
Fixed Deposit (Custom) 5

7. AR=Accounts Receivables
About the Project
Enterprise Structure
Business Group HR
Ledger GL
Legal Entity
Operating unit 1
Operating unit 2
Operating unit 3
Operating unit 352
AP, AR
AP,AR
AP,AR
AP,AR
HR=Human Resources
AP=Accounts Payables
AR=Accounts Receivables
GL=General Ledger

8. Business case/Requirement

9. Business Case/Requirement
Configure AP and AR for 352 OU’s in UAT environment
School 1
School 2
School 3
School 352
OU 1
OU 3
OU 352
OU 2 AP AR AP AR AP AR AP AR
OU=Operating Unit
AP=Accounts Payables
AR=Accounts Receivables
UAT=User Acceptance Testing

10. Why iSetup?

11. Why iSetup? Possible Solutions
Data Loader- Tool which picks up data from excel in desired format and creates config in system.
Manual- Manual entry
iSetup- Spreadsheet load option. Migration and Reporting tool.

12. Why did we chose iSetup? Factors Data Loader Manual iSetup
How does it works?
Uses Macros to load data/records
Manual Data entry
Bulk load via spreadsheet
Record Load
Loads records one by one
Enter records one by one
Bulk load of records in mins.
Major Issue/s
Timing issues leads to sometimes populating the data in the wrong field
Voluminous data entry reduces efficiency and accuracy
Need to create custom selection set if standard product cannot meet our needs.
Timelines
Requires huge time to load voluminous data and resolve the timing issues
Requires huge time to load, validate and correct voluminous data
Requires minimal time to load data with almost 100% accuracy

13. iSetup Solution-Key Features (with worked example)

14. iSetup Solution Key Features
Introduction
Data Migration and Reporting tool
Move setup data (Complete or partial) across instances or copy data within the same instance
Generate Reports on setup data

15. iSetup Solution Key Features
Product Coverage-Over 250 different setups in R12
Area
Modules
Total Count
MFG
BOM, ASCP, Quality, EAM, OM, ENG, WIP, INV, Demand Planning, QP, SE, MRP, WMS, PO
130
Financials
AP, GL, AR, FA, Pay, Lease & Finance Mgmnt, PRJ, Cash Mgmnt, Payments, Public Sector Financials
121
HRMS 16

16. iSetup Solution Key Features
High Level Solution
Configure
Extract
Populate
Load
Validate

17. iSetup Solution Key Features
Register instance

18. iSetup Solution Key Features
Selection Sets- Template

19. iSetup Solution Key Features
Selection Sets- Parameters/Configs.

20. iSetup Solution Key Features
Selection Sets- Filters

21. iSetup Solution Key Features
Extract

22. iSetup Solution Key Features
Download Zip Extract

23. iSetup Solution Key Features
Zip Extract Structure
Actual setup data

24. iSetup Solution Key Features
Downloaded XML Extract- Receivables System Options sample file

25. iSetup Solution Key Features
Open XML Extract in excel

26. iSetup Solution Key Features
Spreadsheet version of XML file type

27. iSetup Solution Key Features
Populate data for other Operating units in spreadsheet

28. iSetup Solution Key Features
Create XML data file from worksheet data

29. iSetup Solution Key Features
Save the file as XML

30. iSetup Solution Key Features
Ensure Header and Trailer match with original XML downloaded

31. iSetup Solution Key Features
Zip the extract

32. iSetup Solution Key Features
Upload the extract

33. iSetup Solution Key Features
Extract Uploaded

34. iSetup Solution Key Features
Load Extract

35. iSetup Solution Key Features
Load Extract 31

36. iSetup Solution Key Features
Enable Deployment Report/Update Records

37. iSetup Solution Key Features
Load Completed

38. iSetup Solution Key Features
Record Count successfully loaded

39. iSetup Solution Key Features
Log file/Deployment report

40. iSetup Solution Key Features
Validate the data loaded- Generate Extract

41. iSetup Solution Key Features
Extract Generated

42. iSetup Solution Key Features
Use Extract to submit Report

43. iSetup Solution Key Features
Report output

44. iSetup Solution Key Features
Validate System options created

45. iSetup Solution Key Features
Dependencies
Majority of errors would come because of dependencies problem
Trying to load a child record prior to loading a parent record
Operating Units
Load Order
Dependencies
Payables Financial Options
Receivables System Options

46. Hints and Tips

47. Hints and Tips
Create Custom Selection sets when required parameters/configs. not available out of box
Load Deposit Transaction types after Invoice transaction type load completion (Dependency)
Take Technical help to convert excel file into XML type if a setup has multiple layers of data (E.g.- Receipt Class> Receipt Method> Bank Accounts assignments)
Ensure mandatory patches as mentioned in Doc Id are applied

48. Hints and Tips
Do not modify the column names in the downloaded extract
Do not alter sequence of columns in the downloaded extract
Do not change the name of the downloaded extract file
Can be used to update config. records also. Attributes update allowed only if updateable from front end
Solution can provide massive value addition in projects where voluminous setups is required to be configured
Extract and load one setup at a time

49. What to watch out for?

50. What to watch out for
Ensure parent setup is loaded before loading a child setup
Some of the basic configs. not available out of the box (E.g.- Cross Validation rules, Account Alias, EBTAX, etc.)
Error Messages in the log file and deployment report are too technical
Receivables Auto Accounting load was successful after application of patch as mentioned in Doc ID

51. Advantages

52. Advantages Drastically Reduces setup/migration timelines/Resources
Ability to create custom selection sets in R12
Assures Complete Integrity of data
Designed for end users
Cost Reduction to Clients

53. Advantages Competitive bidding for Implementation partners
No additional fee. Included in base licensing
iSetup reports (excel format) can be used as config. Document (BR100)

54. Savings

55. Record Count of setups loaded
Module
Setup
Record Count
Common
Operating Unit
352
Location Assignments to Operating Units
351
Locations
349
Payables
Financial Options
346
Payables Options
Distribution Sets
262
WHT groups
1384
Receivables
Auto Accounting
2464
Memo Lines
2200
Receipt sources
350
Transaction Sources
Item validation Organization Parameter

56. Record Count of setups loaded
Module
Setup
Record Count
Receivables
Deposits Transaction types
2540
Invoice and Credit Memo Transaction types
5427
Receivable activities
2259
System Options
350
Assignment of Bank accounts to Receipt methods-Load1
3336
Assignment of Bank accounts to Receipt methods-Load2
351
Document sequence
348
Document sequence assignment-Load 1
5080
Document Sequence assignment-Load 2
2887
Document sequence categories
7967
Total
39648

57. Savings Particulars Manual (Estimated) (A) iSetup (Actual) (B)
Savings (A-B)
Configuration Efforts (in Hrs.)
2380 Hrs.
330 Hrs.
2050 Hrs. (250 man days approx.)

58. Appendix

59. Appendix References How to Create XML data file from Worksheet data?
iSetup - How to Create Custom Selection Set (Doc ID )
iSetup Mandatory Patches for or later (Doc ID )
How to Troubleshoot iSetup Issues (Doc ID )
Understanding Oracle iSetup Dependencies (Doc ID )
iSetup List of Out of Box Migration Objects

60.
10314

61. Thank you
10314