Checklist for Process Manufacturing Migration from

Release 11.5.10 to R12.1 or Higher

This document provides high level steps that describe how to migrate data from Oracle Process Manufacturing Release 11.5.10 to
Release 12.1 or Higher. Wherever possible, links to more detailed information have been provided.
All steps are mandatory except where SPECIFICALLY noted. All patches must be installed in the order specified Patch
Merge functionality CANNOT be employed for these steps.
The columns in the checklist are required to be filled out when each step has been completed, including notes on errors or notable
conditions, and a note on optional steps indicating whether or not they were executed.

NOTE:

This document is specifically limited to the migration of data from Oracle Process Manufacturing Release 11.5.10 to
12.1 or Higher. Upgrades and/or migrations pertaining to the database, operating system, other products (e.g. Order
Management, Oracle Inventory), etc. are not covered in this document.

Date Published
July 18, 2014

Version
3.16

Page 1 of 24

1. Preparation
ALL Customers: The following steps are performed in preparation for migration planning. The information contained in the
referenced documents and note help to explain the overall OPM Migration process and recommendations for ensuring a smooth,
successful migration.

Action

Action Owner

Date Completed

Notes

1.1. Please see Metalink note#

376683.1 for OPM Migration related
documents.
1.2. Review the Best Practices Guide
for OPM Migration from 11i to
R12.1 or Higher
1.3. Review the Oracle Process
Manufacturing (OPM) Migration
Reference Guide Release 11i to
12.1 or Higher

Page 2 of 24

2.

Pre-Migration

If you have not already done so, you must complete the preparation steps listed above prior to continuing on to this
section.
The following steps are performed while the system is still available for use by end-users. The steps must be performed in the
order presented and before you continue with the other tasks in subsequent sections.
2.

Action

Applicability

Applicable
Patch and

Action Owner

Date

Notes

Completed

Comments
2.1. Install the latest Datafix

ALL Customers

patches.

2.2. Map the data using the

Convergence Migration
Setup user interface,
which is available in the
OPM System
Administration
Responsibility.

5750051
Above patch fixes
data corruption
issues with Items
that would affect
migrating OPM
entities.

ALL Customers

Apply following
patches if
migrating to 12.0

4563075
7582494

Apply following
patches if
migrating to 12.1
or Higher

4563075
6694260

Page 3 of 24

2.

Action

Applicability

Applicable
Patch and

Action Owner

Date

Notes

Completed

Comments

2.3. Execute Actual SubLedger

10302784
13981860
13795483

ALL Customers

Update
2.4. Execute GL Export

ALL Customers

2.5. Execute Journal Import

ALL Customers

2.6. Set up INV and IVA

ALL Customers

accounts at the
organizations level, as this
is required for migrating
Inventory balances.
2.7. Update Forecast Headers

All Customers

to have a value entered in

Forecast Set.
2.8. Run the Pre-Migration
Validation script.

ALL Customers

The Process to
Discrete
Inventory
Transfer
functionality is
leveraged for
Inventory
balance
migartion.
Only those
forecasts that
have a value in
this field will be
migrated.
4699061 and
follow the
instructions
from the
README, as the
application of the
patch does not
automatically run
the validation
scripts.
Additonally,
apply patches

Page 4 of 24

2.

Action

Applicability

Applicable
Patch and

Action Owner

Date

Notes

Completed

Comments
6696828
14082330
if migrating to
12.1 or Higher
2.9. Check the Migration Log

ALL Customers

User Interface or check

log table for errors and/or
applicable warning
messages.
If none are found, proceed
directly to step 2.11
2.10 Take the appropriate

ALL Customers

corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 or Higher Migration
Messages and Technical
Reference for the required
actions. When completed,
repeat step 2.8

Page 5 of 24

2.

Action

Applicability

Applicable
Patch and

Action Owner

Date

Notes

Completed

Comments

2.11 (Optional) Migrate all

ALL Customers

organizations and items.

2.12 If step 2.11 was executed,

4582937 and
follow the
instructions
from README

ALL Customers

check the Migration Log

User Interface, or check
log table for errors and/or
applicable warning
messages. If step 2.11
was NOT executed or no
errors are found, the OPM
Pre-Migration steps section
is complete.
2.13 Take the appropriate

ALL Customers

corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Higher Migration
Messages and Technical
Reference for the required

Page 6 of 24

2.

Action

Applicability

Applicable
Patch and

Action Owner

Date

Notes

Completed

Comments
actions. When completed,
go to step 2.12 and
repeat.

Page 7 of 24

3. Blackout phase Prior To Upgrade Patch Installation

The pre-migration steps listed above MUST be completed prior to beginning this section.
There should be no unresolved errors from the pre-migration phase. If errors exist from pre-migration, take the
necessary actions to correct them before proceeding.
The following steps are performed after end-users are no longer allowed to log into the system, but before the system is taken
offline to apply the 12.1 or Higher Upgrade patch. The steps must be performed in the order presented and before continuing with
the other tasks in subsequent sections.

3.

Action

3.1. Disable any and all

Applicability

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

ALL Customers

custom code and or

triggers before
migration.
3.2. Turn off Formula

ALL Customers

Security.
3.3. For ALL existing

ALL Customers

Discrete Inventory
Organizations, ensure
that Lot uniqueness is

Page 8 of 24

3.

Action

Applicability

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

set to NO.
3.4. Review, act upon, and
dispose of information

Customers using
ASCP

Review, act upon, and dispose of

information provided in the
Oracle Advanced Supply Chain
Planning application interface
tables: GMP_APS_OUTPUT_ TBL
GMP_APS_OUTPUT_DTL

ALL Customers
using OPM MRP

Review, act upon, and dispose of

the information provided in the
OPM interface table
MR_ACTN_TBL. This is important
as user will be moving from
using MRP to ASCP
Unconstrained.

ALL Customers

Apply patch 12790235. A

snapshot must be taken to
recreate all the open batches
after the upgrade.

in Oracle ASCP interface

tables
3.5. Review, act upon, and
dispose of information
in the OPM MRP
interface table

3.6. If there are no open

batches then go to 3.9
Prepare for the batch
snapshot
3.7. Navigate to the

ALL Customers

Migration Setup User

Interface Batches tab.
Choose Mass Batch
Close from the Action
menu to close all
batches with a status of
Completed.

Page 9 of 24

3.

Action

3.8. If there are no open

Applicability

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

ALL Customers

batches then go to 3.9

Click the Process
Batches for Migration
button on the
Convergence Migration
Setup user interface to
capture a snapshot of
the open batches that
will be used during the
post migration process
to recreate the batches
3.9. Complete or cancel all

ALL Customers

Refer to the OPM Inventory

Management Users Guide for
details on how to complete a
pending transfer or, apply patch
4350832 to cancel pending
transfers

Applicable to
customers
migrating from
OPM Order
Fulfillment to
Oracle Order
Management

If these order lines are not

shipped prior to migration, then
only backordering prior to
migration will make these order
lines visible for updates to Oracle
Inventory.

ALL Customers

Do not run Final Inventory

Close for the period in which

pending transfers

3.10 Backorder or ship OPM

Order Fulfillment sales
orders that are pick
confirmed or staged
prior to migration
3.11 Run Preliminary

Page 10 of 24

3.

Action

Applicability

Inventory Close Process

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

you are running the R12

upgrade.

for all warehouses

under all the OPM
Companies.
3.12 Post inventory &
resource transactions to

Customers using
Standard Costing

OPM Subledger and

export to GL.

Run the OPM Subledger Update,

OPM GL Export, and General
Ledger Journal Import. Refer to
the OPM Manufacturing
Accounting Controller
Users Guide & Oracle General
Ledger User's Guide for further
details.
Once you upgrade you will not
be able to post the transactions
created prior to the upgrade.

3.13 Run Actual Cost Process

to calculate the cost

Customers using
Actual Costing

and then post inventory

& resource transactions
to OPM Subledger and
export to GL. Also see
note below.

Run the OPM Actual Cost

Process, OPM Cost Update
Process, OPM Subledger Update,
OPM GL Export, and General
Ledger Journal Import. Refer to
the OPM Manufacturing
Accounting Controller Users
Guide & Oracle General Ledger
User's Guide for further details.
After you upgrade you will
not be able to post the
transactions created prior to
the upgrade.

3.14 Review Note at the end

of this document about

Customers using
Actual Costing

actual costing
3.15 Run Lot Cost Process to

Customers using
Lot Costing

Run the OPM Lot Cost Process,

OPM Cost Update Process, OPM

Page 11 of 24

3.

Action

Applicability

calculate the cost and

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

Subledger Update, OPM GL

Export, and General Ledger
Journal Import. Refer to the OPM
Manufacturing Accounting
Controller Users Guide & Oracle
General Ledger User's Guide for
further details.

then post inventory &

resource transactions to
OPM Subledger and
export to GL.

Once you upgrade you will not

be able to post the transactions
created prior to the upgrade.
3.16 Review Note at the end
of this document about

Customers using
Lot Costing

Lot costing.
3.17 Run the GMF validation

ALL Customers

scripts

3.18 OPM Order Fulfillment

to Oracle Order
Management migration

3.19 Check the Migration Log

Customers using
OPM Order
Fulfillment

ALL Customers

Run the script GMAR12VAL.sql

with the parameter value set to
GMF
Refer to document Oracle
Process Manufacturing (OPM)
Migration Release 11i to 12.1 or
Higher Migration Messages and
Technical Reference for details.
Refer to document OPM
Migration Reference Guide,
Release 12.1 or Higher for
further details

User Interface or check

log table for errors

Page 12 of 24

3.

Action

Applicability

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

and/or applicable
warning messages. If
none are found, go to
step 3.21.

3.20 Refer to the Oracle

ALL Customers

Process Manufacturing
(OPM) Migration
Release 11i to 12.1 or
Higher Migration
Messages and Technical
Reference for the
required actions. After
taking corrective
actions, go to step 3.19

3.21 Apply the latest

additional OPM In-Line
Migration patches in
pre-install mode just
before applying the
upgrade driver.

ALL Customers

Apply following patches if

migrating to 12.0

7513308:R12.INV.A
8363586:R12.INV.A
9143261:R12.INV.A
9403348:R12.INV.A
8359386:R12.GMI.A
10332854:R12.GME.A

if migrating to 12.1

Page 13 of 24

3.

Action

Applicability

Applicable patch and

Action

Date

Comments

Owner

Completed

Notes

Please apply pre-install patches

listed in Note 1448102.1
Following patches might not
present in the above note but
needs to apply in pre-install
mode.

12591131:R12.PO.B
13243968:R12.INV.B
14164954:R12.GMI.B
if migrating to 12.2
CUP4 or lower please apply
patch 18688087:R12.GMF.C
Refer to 12.2 pre-install
patches note published.

Page 14 of 24

4. Post-Migration
Perform the following steps after the application of the 12.1 or Higher Upgrade and before bringing the system back up and
allowing users to log on. The steps must be performed in the order presented.

4.

4.1.

Action

If adworker failed for

Applicability

ALL Customers

any OPM script, go to

My Oracle Support to
check for any new
patches or

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

Refer to the Oracle Process

Manufacturing (OPM) Migration
Release 11i to 12.1 or Higher
Migration Messages and Technical
Reference for details on running
failed scripts.

workarounds that
exist for a failure in
the in-line phase. If
none are found, log a
service request.
4.2.

Check the Migration

ALL Customers

Log User Interface or

check log table for
errors and/or
applicable warning

Page 15 of 24

4.

Action

Applicability

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

messages. If none
are found, go to step
4.4
4.3.

Refer to the Oracle

ALL Customers

Process
Manufacturing (OPM)
Migration Release 11i
to 12.1 or Higher
Migration Messages
and Technical
Reference for the
required actions.
After taking
corrective actions, go
to step 4.2

4.4.

Run OPM Data

Transformation

ALL Customers

If migrating to 12.0 apply

following patches in the order
mentioned
1. 6677022
If migrating to 12.1
apply following patch
13846646:R12.GMA.B
If migrating to 12.2
apply following patch

Page 16 of 24

4.

Action

Applicability

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

17006749:R12.GMA.C
These patches will transform the
organization_id,
inventory_item_id, lot_number,
and uom columns in GMD,GME,
GME OM WSH, PO, and RCV.
4.5.

Check the Migration

ALL Customers

Log User Interface or

check log table for
errors and/or
applicable warning
messages. If none
are found, go to step
4.6
4.6.

Run OPM Financials

Data Transformation

ALL Customers

Apply following patch if migrating

to 12.0
4690072
Apply following patch if migrating
to 12.1
13801023:R12.GMF.B
Above patches will perform
following migrations:
Transformation of
organization_id,
inventory_item_id, uom,
lot_number, and uom columns in
the OPM Financials tables
Migration of OPM financials

Page 17 of 24

4.

Action

Applicability

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

data

14227472:R12.GMI.B
Apply following patch if
migrating to 12.2
18755464:R12.GMF.C
4.7.

Check the Migration

ALL Customers

Log User Interface or

check log table for
errors and/or
applicable warning
messages. If none
are found, go to step
4.8
4.8.

IF you want to

Optional

If you dropped index in Financial

migrate MAC

Data transformation Step then

accounting rules in

create the index before applying

11i to SLA in R12

this patch.
(1) Recreate the index
CM_CMPT_DTL_U1.
CREATE INDEX
CM_CMPT_DTL_U1 ON
CM_CMPT_DTL(PERIOD_ID,
COST_TYPE_ID,
ORGANIZATION_ID,

Page 18 of 24

4.

Action

Applicability

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

INVENTORY_ITEM_ID,
COST_CMPNTCLS_ID,
COST_ANALYSIS_CODE,
COST_LEVEL);
Apply following patch if
migrating to 12.1
13801082:R12.GMF.B

Apply following patch if

migrating to 12.2
18762502:R12.GMF.C
4.9.

Check the Migration

ALL Customers

Log User Interface or

check log table for
errors and/or
applicable warning
messages. If none
are found, go to step
4.10
4.10.

Migrate Item

ALL Customers

Apply following patch if

migrating to 12.2
14227472:R12.GMI.C

Categories

4.11.

Check the Migration

14227472:R12.GMI.B

ALL Customers

Page 19 of 24

4.

Action

Applicability

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

Log User Interface or

check log table for
errors and/or
applicable warning
messages. If none
are found, go to step
4.10
4.12.

Migrate OPM
Regulatory data

Customers
using OPM
Regulatory
Management

Apply patch 4688012

Apply following patch if migrating
to 12.1
14067151:R12.GR.B
4688012
Apply following patch if migrating
to 12.2
4688012:R12.GR.C

4.13.

Apply patches
required for
reopening batches.

ALL Customers

Apply the following patches if

migrating to 12.0
14361428:R12.GME.A
9170460:R12.GME.A
Apply the following patches if
migrating to 12.1
14361428:R12.GME.B
9170460:R12.GME.B
Apply the following patches if
migrating to 12.2
13996808:R12.GME.C

Page 20 of 24

4.

4.14.

Action

Recreate open

Applicability

Migrate OPM Edit

Action

Date

comments

Owner

Completed

ALL Customers

Run the Process Execution

Migration Recreate Open Batches
concurrent program based on the
snapshot captured during premigration.

ALL Customers

Apply the following patches if

migrating to 12.1

batches

4.15.

Applicable patch and

Text to attachments

Notes

12940099:R12.GMA.B

14031707:R12.GMA.B
Apply the following patches if
migrating to 12.2
12940099:R12.GMA.C
Run the GMA: Edit Text Migration
concurrent program to migrate the
OPM Edit Text to attachments for
the organizations, items, lots,
grades, and reason codes. Refer
to the OPM System Administration
Users Guide for details
4.16.

Check the Migration

ALL Customers

Log User Interface or

check log table for
errors and
or/applicable warning
messages. If none
are found, proceed
directly to step 4.12
4.17.

Refer to the Oracle

ALL Customers

Process

Page 21 of 24

4.

Action

Applicability

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

Manufacturing (OPM)
Migration Release 11i
to 12.1 or Higher
Migration Messages
and Technical
Reference for the
required actions.
After taking
corrective actions,
repeat step 4.10
4.18.

Update items
attributes for
MRP/MPS and Lead

Customers
using ASCP
Planning

times for migrated

items for ASCP
planning.

4.19. Apply additional post

migration patches

ALL Customers

New ASCP users: Refer to the

Oracle Process Manufacturing

Process Planning User's Guide and
the Oracle Advanced Supply Chain
Planning Implementation and
Users Guides for details.
Current ASCP users: If changes
were made to your organization
structure, review Sourcing Rules to
ensure the proper planning will
take place for this new
organization structure.
Apply following patch if migrating
to 12.0
8968112:R12.GML.A
Apply following patch if migrating
to 12.1
8968112:R12.GML.B
Please Refer RPL for 12.2

Page 22 of 24

4.

Action

Applicability

4.20. Validate various

business flows to
ensure that the OPM
data transformation
process completed
successfully.

ALL Customers

4.21. (Optional) Migrate

Un-Migrated Items

Optional

Applicable patch and

Action

Date

comments

Owner

Completed

Notes

Follow the instructions in the

README for patch
10405668:R12.INV.B. There is no
need to apply the patch, as the
required code has already been
applied.
Migration process does not
migrate items that are not in use
(e.g. no on-hand balance, not
used in formula etc.) This step will
provide the ability to update these
organization items if required.
No Patches required for 12.2

Note for Actual Costing Users only:

After you upgrade to Release 12.1 or Higher, the Actual Cost program in Release 12.1 or Higher will only recognize transactions
under process organizations that are recorded in Oracle Inventory. In other words, the average cost calculations after the upgrade
will not recognize the transactions created in the 11i OPM Inventory system. As a result, the average cost calculated may not be
accurate if the upgrade is performed during the middle of a costing period--and there are transactions in OPM Inventory for the
same costing period. If possible, consider upgrading to R12.1 or Higher at the beginning of a costing period. By doing so, you can
ensure that the majority of the transactions in that period are recorded in Release 12.1 or Higher. Upgrading at the beginning of
the costing period will therefore result in a more accurate average cost when you run the Release 12.1 or Higher OPM Actual Cost
Process.

Page 23 of 24

Note for Lot Cost Simulation Users:

If you are using Lot Costs as an additional costing method for simulation purposes, you must run the Lot Cost process in final
mode before migration. Otherwise, the costs created in test mode may be overwritten when you run the process again in Release
12.1 or Higher

Page 24 of 24