26B what-to-test checklist

A starting point for checking the 26B quarterly update: in your test environment before it reaches production, or in production if you're already on it. Tick items as you go (ticks are not saved).

DRAFT, pending editorial review

1. Baseline regression (every update)

Based on Oracle's published guidance: What Should I Test After a Quarterly Update?

Validate your current configuration first; don't enable new features yet
Key end-to-end business flows for each role (e.g. procure-to-pay, order-to-cash, plan-to-produce, hire-to-retire)
Integrations: REST/SOAP APIs, FBDI/HDL imports, and third-party systems
Critical custom reports and analytics (BI Publisher, OTBI)
Custom workflows, approvals, extensions, and personalizations
Security: roles and privileges for new or changed pages
Features delivered automatically on (section 2) and former opt-ins that are now standard (section 3)
Performance of key flows with production-like volumes

2. Changes that switch on automatically (medium/high draft impact)

Financials

HCM

Logistics (OTM/GTM/WMS)

Procurement

Project Management

Labor Commitment Integration from Third-Party Payroll Sources (Project Management · Cost Management and Control, high)
Labor Costing by Project Role (Project Management · Cost Management and Control, high)
Action History for Bill Transactions (Project Management · Billing and Revenue Management, medium)
Overridden Rate Retention During Financial Plan Rate Refresh (Project Management · Planning, Scheduling, and Forecasting, medium)
Service Excellence Continuing Investments for Billing and Revenue Management (Project Management · Billing and Revenue Management, medium)

Supply Chain & Manufacturing

3. Former opt-ins that are standard from 26B

From Oracle's Current Opt-In Expirations list (all pillars, including non-ERP).

Product	Module	Feature	Now enabled	Impact	Action	Introduced
Financials: Procure to Pay	Asset Acquisition, Maintenance, and Lease	Lease Classification, Party, and Legal Entity Update in Expense Leases	Yes	Small Scale	None	25D
Financials: Procure to Pay	Asset Acquisition, Maintenance, and Lease	Lease Payments in Arrears	Yes	Small Scale	None	25D
Project Management	Billing and Revenue Management	Automatic Adjustment of Total Satisfaction Percentage in Revenue Management for a Contract Line Amount Amendment	Yes	Small Scale	None	25A
Financials: Procure to Pay	Payment Processing	Partial Amounts and Upper Limits in Netting Settlements	No	None	Setup	25D
Project Management	Planning, Scheduling, and Forecasting	Change Order Automation for Financial Project Plan Amount Adjustments	No	None	Setup	25B
Project Management	Planning, Scheduling, and Forecasting	Change Order Automation for Project Scope Adjustments	No	None	Setup	25C
Maintenance	Maintenance	Redwood: View and Edit Asset Details	No	None	Setup	26A
Manufacturing	Manufacturing	Enforce Integer Quantities for Materials in Work Orders and Production Transactions	Yes	Small Scale	None	25D
Manufacturing	Manufacturing	Execute Production Without Defining Workstations	Yes	Large Scale	None	25D
Manufacturing	Manufacturing	Enforce Integer Quantities for Materials in Orderless Transactions and Flow Schedule Execution	No	None	Setup	26A
Supply Chain Orchestration	Supply Chain Orchestration	Redwood: Create Purchase Orders and Work Orders Using Supply Chain Orchestration	Yes	Small Scale	None	25D

4. Read Oracle's "IMPORTANT Actions and Considerations" per product

Financials Financials
Risk Management Financials
Benefits HCM
Warehouse Management Logistics (OTM/GTM/WMS)
Inventory Management Supply Chain & Manufacturing
Maintenance Supply Chain & Manufacturing
Manufacturing Supply Chain & Manufacturing
Order Management Supply Chain & Manufacturing
Product Lifecycle Management Supply Chain & Manufacturing
Sales and Operations Planning Supply Chain & Manufacturing
Supply Chain Collaboration Supply Chain & Manufacturing
Supply Planning Supply Chain & Manufacturing
demand26b Supply Chain & Manufacturing

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