Oracle Applications Cloud Resizing Questionnaire - TO BE FILLED OUT BY CUSTOMER OR PARTNER

Applies to Oracle Fusion Cloud products including ERP, SCM, HCM, and Sales Cloud.
Version: 2.0

Last Updated:

4-Dec-15

READ THIS PAGE FIRST

Doc ID 2015718.1
This Questionnaire needs to be completed and retured back to Oracle as an attachment to customers' Environment Resizing Service Requests (SR) submitted as decribed on My Oracle Support article
Oracle Applications Cloud - Environment Resizing (Doc ID 2015718.1).

Why Would I Need To Resize My Environment?

By default, your Oracle Applications Cloud environments are sized to support basic use of an environment; for example, conference room pilots, familiarization, setup, and testing. This default usually is sufficient for
nonproduction environments but may not be sufficient for production environments.
Request an environment resizing when you need to resize your environment configuration to provide optimal performance for both your planned number of users and your Oracle Applications Cloud services.
When Should I Resize My Environment?
To ensure optimal performance, youll need to submit a resizing request for your production environment well in advance of your planned go-live date, and subsequently as needed.
You may also need your non-production environment resized (if approved by Oracle) prior to a milestone activity such as Conference Room Pilot (CRP) or User Acceptance Testing (UAT).

Instructions For Completing The Resizing Questionnaire:

There are multiple worksheets in this Questionnaire use the tabs along the bottom to navigate to the different sections to provide information about Oracle Applications Cloud services you are intending to
use.
Step 1: Complete the following info about the request first:
Name of Customer:
Completed by:
Environment Name to be Resized:
SR#:
Reason for Request (UAT/Training/GoLive/?):
Date of event:
Step 2: Complete the ERP/HCM/SALES worksheets based on services to be used by the customer.
Step 3: Attach the questionnaire to your Resizing SR.
Thank you for taking the time to provide the information we appreciate your help and look forward to working with you!

Indicates required information

Oracle ERP Cloud Resizing Questionnaire

Payables

1. How many users will sign in to Oracle Fusion applications to perform payables re
2. How many payable invoices are processed per week?
2.a Expected invoice volume entered manually
2.b Frequency which invoices will be loaded from external sources
2.c Expected invoice volume imported from external sources
2.d Processing window for importing invoices (number of hours)
2.e Expected invoice volumes uploaded via spreadsheet
2.f Expected invoice volume processed by Automated Invoice Processing service
2.g Typical number of line items per invoice
3. Additional information on payables invoice processing
3.a Frequency which invoices will be validated en mass (enter 0 if you validate through UI)
3.b Processing window for validating invoices (number of hours)

3.c Frequency which invoices will be accounted en mass (enter 0 if you account through UI
3.d Processing window for accounting invoices (number of hours)
4. Do you plan to use the system provided invoice approval feature?
4.a Frequency which initiate approval process will be submitted
4.b Maximum attachment file size associated with invoices (> 1MB, > 5 MB, > 10MB)
5. Number of times per week you intend to process supplier payments ?

5.a Estimate of number of payments created every time you submit the payment process?

5.b How many invoices do you expect to pay every time you submit the payment process?
5.c What is the expected highest number of invoices paid by a payment?
Receivables

1. How many users will sign in to Oracle Fusion applications to perform receivables
tasks?
2. How many invoices are processed per week?
2.a Expected invoice volumes entered manually
2.b Frequency which invoices will be loaded from external sources
2.c Expected invoice volume imported from external sources
2.d Processing window for importing invoices (number of hours)

2.e Typical number of line items per invoice

3. How many estimate of electronic receipts (e.g. via lockbox) are processed per w
3.a How many invoices will be applied for each receipt?
3.b Frequency which receipts will be applied to invoices
3.c Processing window for importing receipts (number of hours)
4. Additional Information on receiveables processing

4.a Frequency which invoices will be accounted en mass (enter 0 if you account through UI
4.b Processing window for accounting invoices (number of hours)

4.c Frequency which receipts will be accounted en mass (enter 0 if you account through UI)
4.d Processing window for accounting receipts (number of hours)

Assets

1. How many users will sign in to Oracle Fusion applications to perform fixed assets
tasks?
2. Estimate the number of fixed assets that will be converted?
2.a How many of the converted assets will continue to depreciate
3. How many Corporate Asset Books do you plan to implement and # of assets per
3.a How many Tax books assigned to each Corporate Book?
3.b How many asset books do you plan to enable multiple reporting currencies on?
4. Estimate of asset transactions you expect to process per week?

4.a Do you intend to interface asset transactions from external sources on an ongoing bas
4.b Frequency which aseet transactions will be loaded from external sources
4.c Expected asset transaction volume imported from external sources
4.d Processing window for importing asset transactions (number of hours)

4.e Frequency which asset transactions will be accounted en mass (enter 0 if you account t
4.f Processing window for accounting asset transactions (number of hours)
5. How many future periods do you intend to Project depreciation for?
6. What asset reports are you planning to run for month end?
7. Maximum attachment file size associated with assets (> 1MB, > 5 MB, > 10MB)
General Ledger and Financial Accounting Hub

1. How many users will be actively accessing, for reporting or querying, accounting
the same time?
2. Estimate the number of new accounts generated/created per month?
3. Estimate the number of financial transactions per month?

3.a What is the avg # of accounting lines (individual debits or credits that update account
balances) per transaction?

3.b What is the maximum number of transactions you anticipate to be processed in FAH d
times (such as during the period close) ?

3.c How long is the processing window from when they are received by FAH to when they m
accounted and posted in the general ledger?
(For example, FAH will receive 10 million transactions that must be accounted and posted
minutes.)
4. Do you intend to use journal approval process?

4.a Estimate the the maximum number of journal approvals likely to be processed in FAH d
times (such as during the period close)?
4.b Do you plan to directly import journals into the GL system?

4.b.i If Yes, estimate the maximum number of journals imported in a processing win
4.b.ii If yes, how often do you typically import journals in a week
4.b.iii What is the processing window allowed (hours)?

5. Do you import account hierarchies from DRM or other another system that is use
your chart of accounts and hierarchies into FAH?

5.a If Yes, how often do you import the account hierarchies per month? Once/Twice/Others
5.b Estimate the size of the hiearchy file being imported into FAH system? (in Mb)

6. How frequently do you typically run the following reports during the period close
6.a Trial Balance Report
6.b Account Analysis Report
6.c Journals Report

Projects

1. How frequently do you run the project revenue generation process ("Generate In
week?
2. How frequently do you run the project invoice generation process ("Generate Re
week?
3. How frequently do you import and process project cost transactions ("Import and
Cost Transactions") per week?
4. How frequently do you run the create accounting process ("Create Accounting fo

5. How frequently do you run update project performance process ("Update Project
Data") ?
6. What are your project cost transactions sources: Oracle Time and Labor, Oracle S
Oracle Payables, EBS, 3rd party, all?

7. How frequently do you plan to load cost transactions from external sources each
8. How many project related invoices do you normally have in one week?
9. What is the average number of lines per invoice?
10. How many project related expenses do you normally create in one week?
11. Estimate the volume of project related time cards created in a week?
12. Specify the number of Project Managers who will use the system?
13. What's the average number of tasks per project?

Average

Peak

Projected
Growth

Average

Peak

Projected
Growth

Average

Weekly

Average

Peak

Projected
Growth

Monthly

Peak

Projected
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Average

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Projected
Growth

Oracle SCM Cloud Resizing Questionnaire

Company Profile

Employee Count

% Employees in
% Employees in
North America
South America
(UTC-10 to UTC-4) (UTC-5 to UTC-3)

% Employees in
% Employees in
% Employees in
Europe, Middle
Asia Pacific
Central Asia
East, Africa
(UTC+8 to UTC(UTC+4 to UTC+7)
(UTC-1 to UTC+3)
11)

User Count

% Users in
% Users in
North America
South America
(UTC-10 to UTC-4) (UTC-5 to UTC-3)

% Users in
% Users in
Europe, Middle
Central Asia
East, Africa
(UTC+4 to UTC+7)
(UTC-1 to UTC+3)

Total employees in the company

Employees who are managers

Applications Profile
SCM (Supply Chain Management) Applications
SCM OrderOrchestration Management
SCM ProductManagement Management
Innovation Management (IM) Cloud Services Applications
IM - Product Requirements and Ideation Management (PRIM)
IM - Product Lifecycle Portfolio Management (PLPM)
IM - Concept Design Management (CDM)

% Users in
Asia Pacific
(UTC+8 to UTC11)

Periodic high-usage events: please

include frequency, duration, and users
involved

Oracle HCM Cloud Resizing Questionnaire

Company Profile

Employee Count

% Employees in
% Employees in
North America
South America
(UTC-10 to UTC-4) (UTC-5 to UTC-3)

% Employees in
% Employees in
% Employees in
Europe, Middle
Asia Pacific
Central Asia
East, Africa
(UTC+8 to UTC(UTC+4 to UTC+7)
(UTC-1 to UTC+3)
11)

User Count

% Users in
% Users in
North America
South America
(UTC-10 to UTC-4) (UTC-5 to UTC-3)

% Users in
% Users in
Europe, Middle
Central Asia
East, Africa
(UTC+4 to UTC+7)
(UTC-1 to UTC+3)

Total employees in the company

Employees who are managers

Applications Profile
Total number of registered Fusion Applications users
HCM (Human Capital Management) Applications
Benefits
Compensation
Core External or Core Process
Diagnostic Dashboard or Core Setup
Payroll
Talent

% Users in
Asia Pacific
(UTC+8 to UTC11)

Periodic high-usage events: please

include frequency, duration, and users
involved

Oracle Sales Cloud Resizing Questionnaire

Company Profile

Employee Count

% Employees in
% Employees in
North America
South America
(UTC-10 to UTC-4) (UTC-5 to UTC-3)

% Employees in
% Employees in
% Employees in
Europe, Middle
Asia Pacific
Central Asia
East, Africa
(UTC+8 to UTC(UTC+4 to UTC+7)
(UTC-1 to UTC+3)
11)

User Count

% Users in
% Users in
North America
South America
(UTC-10 to UTC-4) (UTC-5 to UTC-3)

% Users in
% Users in
Europe, Middle
Central Asia
East, Africa
(UTC+4 to UTC+7)
(UTC-1 to UTC+3)

Total employees in the company

Employees who are managers

Applications Profile

% Users in
Asia Pacific
(UTC+8 to UTC11)

Periodic high-usage events: please

include frequency, duration, and users
involved

Total number of registered Fusion Applications users

CRM (Customer Relationship Management) Applications
Diagnostic Dashboard or Common
Performance Management
Contract Management
Customer
Marketing
Order Capture or Outlook Edition
Fusion Mobile Sales
Sales

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