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The following is intended to outline our general product direction. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. These documents are available to help customers understand the migration process and to help guide them through the process.
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6-11Understanding the OPM 11.5.10 to R12 Data Migration
The following is intended to outline our general product direction. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. These documents are available to help customers understand the migration process and to help guide them through the process.
The following is intended to outline our general product direction. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. These documents are available to help customers understand the migration process and to help guide them through the process.
Data Migration Process Melanie Grosser, Oracle EBS Process Manufacturing Applications Architect 2011 Oracle Corporation Proprietary and Confidential The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle. 2011 Oracle Corporation Proprietary and Confidential Agenda
Migration Documents Support Note Migration Checklist OPM Migration Messages and Technical Reference Convergence Migration Setup UI Organizations Warehouses Data How data is migrated Data NOT migrated Migration Process Overview- User Interaction Perspective Pre-Migration In-Line (Blackout Period) Post-Migration Q & A
<Insert Picture Here> Migration Documents 2011 Oracle Corporation Proprietary and Confidential OPM 11.5.10 to 12.1 Migration Documents Support note 376683.1 These documents are available to help customers understand the migration process and to help guide them through the process.
OPM Migration Overview and Business Needs Guide This document contains an overview of the OPM Migration process and the business needs that are met by this process.
OPM Migration Best Practices This document contains helpful tips to help ensure that the migration process proceeds as smoothly and as efficiently as possible.
OPM Migration Reference Guide This document provides information on how the 11.5.10 Oracle Process Manufacturing data is mapped to the converged R12.1 Oracle Inventory model, and the User Interface and options available for the mapping of that data.
OPM Migration Checklist This document lists all steps and patches needed to migrate data from Oracle Process Manufacturing Release 11.5.10 to 12.1. in the order in which they must be applied.
OPM Migration Messages and Technical Reference This document lists the messages that can be logged during the running of the data migration and the actions required based upon those messages. The names of the individual migration scripts and Data Mapping tables are also available in this document.
The Checklist and Best Practices documents are live documents and will be updated as needed. 2011 Oracle Corporation Proprietary and Confidential OPM Migration Checklist
The Checklist is a live document and will be updated with new patches/changes as needed. ALWAYS check for an updated version prior to starting a migration run.
All steps are mandatory except where SPECIFICALLY noted. All steps must be performed in the order in which they are presented. DO NOT PROCEED to the next step/phase until each step has successfully completed (No errors/all errors resolved). All patches must be installed in the order specified Patch Merge functionality CANNOT be employed across steps.
The Checklist Steps are divided into four Phases:
1. Preparation: These 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.
2. Pre-Migration: These steps are performed while the system is still available for use by end- users.
3. Blackout: These steps are performed prior to Upgrade Patch Installation 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 R12 Upgrade drivers .
4. Post-Migration: These steps are performed after the application of the R12 Upgrade and before bringing the system back up and allowing users to log on.
2011 Oracle Corporation Proprietary and Confidential OPM Migration Checklist
It is STRONGLY RECOMMENDED that the checklist be filled out appropriately as you progress through the steps. 2011 Oracle Corporation Proprietary and Confidential Migration Messages and Technical Reference Migration Messages This part of the document lists the messages that can be logged during the running of the data migration and the actions required based upon those messages.
GMI: Process Inventory
2011 Oracle Corporation Proprietary and Confidential Migration Messages Log Viewer OPM System Administration > View Migration Log
2011 Oracle Corporation Proprietary and Confidential Migration Messages and Technical Reference Migration Files This part of the document lists the names of the individual migration scripts and the entities that are migrated by each script.
2011 Oracle Corporation Proprietary and Confidential Migration Messages and Technical Reference Table Mappings
This part of the document contains the table mappings from OPM 11.5.10 to R12. The tables are listed by product. Obsolete columns are denoted as such.
<Insert Picture Here> Migration Setup Form 2011 Oracle Corporation Proprietary and Confidential Convergence Migration Setup UI: Organization Tab
Activates On-Hand Material Status level tracking 2011 Oracle Corporation Proprietary and Confidential Convergence Migration Setup UI Organization Migrate As Options New Creates a new organization with the specified Organization Name. Validates that an organization of the same name (not organization code) does not already exist. All inventory balances, recipes, etc are migrated to this new organization. Requires the specification of a Template Org (an existing org in mtl_parameters) that will be used for the setting of org parameter values while creating this new org. The Template Org must use the same Set of Books as the organization being migrated.
Existing - All inventory balances, recipes, etc are migrated to this existing (in mtl_parameters) organization. This organization must be Process Enabled.
Inactive Will migrate all of the related data (inventory balances, recipes, etc) and will end date the organization on the R12 side. This will prevent the organization from being transacted against in R12 but will allow for the viewing of historical data.
None Will not migrate any existing data related the org. The organization must be marked as Inactive in OPM in order for this option to be chosen. 2011 Oracle Corporation Proprietary and Confidential Convergence Migration Setup UI Warehouses Tab
Inventory Balances at a Warehouse Level Inventory Balances at a Inventory Org and SubInventory Level Resource Costs are defined at the OPM Organization level OPM Resource Costs are defined at the Inventory Org level. All documents are defined at OPM Org (Plant) level All OPM document are defined at Inventory Org level Costing and Planning: Process is at Warehouse level Discrete is at Inventory Org level
Costing and Planning is done at the Inventory Org level The following should be considered when deciding whether to migrate a warehouse as an inventory organization or a subinventory. 2011 Oracle Corporation Proprietary and Confidential OPM Organization migrates as a new inventory organization and warehouses remain as inventory organizations Interorg transfers required for production
Organization and Warehouse Mapping Default Migration OPMC Company OPME Organization CWE Warehouse RME Warehouse FGE Warehouse LE Legal Entity CWE Inventory Org RME Inventory Org FGE Inventory Org R11i R12 CWE Subinventory RME Subinventory FGE Subinventory OPM Inventory Org OPM Subinventory OPUS Ledger OPU Operating Unit New Entities 2011 Oracle Corporation Proprietary and Confidential OPM Organization migrates as a new inventory organization. Warehouses moved as Subinventory under the new inventory organization. These warehouses must belong to the same cost warehouse. Organization and Warehouse Mapping Alternate Example 1 OPMC Company OPME Organization CWE Warehouse RME Warehouse FGE Warehouse CWE
RME
FGE
R11i R12 CWE
RME
FGE
OPE Inventory Org CWE RME
FGE
Migrate as New Migrate as Subinventory LE Legal Entity OPUS Ledger OPU Operating Unit New Entities 2011 Oracle Corporation Proprietary and Confidential OPM Organization migrate to one of its warehouse inventory organization Warehouses with the same cost warehouse can be selectively moved as Subinventory to the org mapped above. Migrate as Subinventory Organization and Warehouse Mapping Alternate Example 2 OPMC Company OPME Organization CWE Warehouse RME Warehouse FGE Warehouse CWE Inventory Org RME
FGE
R11i CWE
RME
FGE
RME
Migrate as Existing R12 LE Legal Entity OPUS Ledger OPU Operating Unit <Insert Picture Here> Data - What is and isnt migrated? 2011 Oracle Corporation Proprietary and Confidential OPM Data Migration Order of Migration Dependencies
Inventory Types OPM Category Sets Actions Grades Organizations/ Warehouse/ Locations Transaction Types Reason Codes Lot Status Update Existing OPM Items in Discrete Common Upgrade Scripts Item Creation/ Migration Lot Create Migration Lot Conversions Inventory Balances New Product Development Migration Process Execution Migration Process Quality Migration Costing Migration Regulatory Migration Planning Migration Logistics Migration 2011 Oracle Corporation Proprietary and Confidential Open Batch and FPO Migration Process Pre-Migration Completed batches are closed. Batches and FPOs in Pending or WIP status are snapshotted copied to migration tables with the current state (material transactions, resource transactions, steps, etc) reflected. WIP batches are unreleased (set back to Pending) and all open batches and FPOs are cancelled.
Post-Migration Renames old version of the batch, appends M Creates new batches (with the same batch number) from the snapshot data. Pending transactions are re-created as reservations If the batch had been in WIP status prior to migration, the batch is released. Completed transactions are re-created as allocations
Only documents in a Pending or WIP status can be included in the snapshot. Batches that are not included in the snapshot (re- created) cannot be transacted in R12. 2011 Oracle Corporation Proprietary and Confidential OPM Financials Moving from MAC to SLA OPM MAC module will be obsoleted. OPM Event model will be mapped to SLA event model. Account Titles will be replaced with Journal Line Types in SLA. Account Mapping functionality will be replaced with Accounting Definition Rules (ADRs) in SLA. (NOTE: If your company maintains a large number of accounting mapping rules, it may be advantageous to manually define ADRs as opposed to using the default migration.) Test Subledger will be replaced with TAB Test Accounting Methods Builder. Subledger code will be retained to use as extract program in SLA. 2011 Oracle Corporation Proprietary and Confidential Other Product Migrations
Common Transformation Updates columns in NPD, GME and GMP tables with the appropriate values for Org ID, Inv Item ID, Lot Number, and units of measure OPM Quality Migrates specifications, samples, and stability studies to the appropriate organizations and subinventories Process Execution Migrates GME profiles and WIP entities Open Batch/FPO Migration OPM Logistics Migrates move orders for Order Management Updates PO shipment line with uoms and secondary quantities Updates Receiving tables with uoms and secondary quantities OPM Costing Migration of resource details, cost component details, standard ledgers, actual cost ledgers, adjustment details, burden details, item costs, lot costs, lot cost item setups, lot cost adjustments, lot costing material transactions, lot costing burdens If multiple companies are migrated to the same Legal Entity then the scripts copy existing costs appropriately Migration of account mappings and GMF entities to SLA Regulatory Management Migration of Regulatory Items to INV Migration of Regulatory Standalone Formulas to GMD with a validity rule for Regulatory Use Update of Dispatch History records with the appropriate org id and item id.
2011 Oracle Corporation Proprietary and Confidential Data NOT migrated Data is still viewable in R12 from read-only versions of the old forms
Historic Transactions - data in ic_tran_pnd and ic_tran_cmp Planning Setups OPM Warehouse, Production, & Transfer Rules not migrated as they do not directly map to ASCP Sourcing Rules Item Lead-times from MRP Old lots that no longer have inventory nor are they associated to any documents (batches, quality samples, etc.) Lot genealogy Inactive items that are not associated to a document such as a batch or formula. A new patch has been created to allow customers to migrate/update items and attributes that were not migrated/updated as part of the inline migration for a given organization (Patch 10405668). Discrete organization/item data is not touched during migration
<Insert Picture Here> Migration Process - User Interaction Perspective 2011 Oracle Corporation Proprietary and Confidential Migration Process- User Interaction Perspective Pre-Migration Map the Company, Organization, Warehouse, Items, and Quality data using the Convergence Migration Setup user interface. Prepare Costing Data for migration Run Actual SubLedger Update Execute GL Export Execute Journal Import Run the Pre-Migration Validation script for all products and correct all errors Optionally migrate all organizations and items. Associate Forecast Sets to Forecasts
2011 Oracle Corporation Proprietary and Confidential Migration Process- User Interaction Perspective In-line (Blackout Period) Review, act upon, and dispose of information in Oracle ASCP interface tables Review, act upon, and dispose of information in the OPM MRP interface Process Batches for migration Complete or cancel all pending transfers and Internal Sales Orders Backorder or ship OPM Order Fulfillment sales orders that are pick confirmed or staged prior to migration Run Preliminary Inventory Close Process RUN GMF Data validation Correct all errors
2011 Oracle Corporation Proprietary and Confidential Migration Process- User Interaction Perspective Post -Migration Steps Run OPM Data Transformation Run OPM Financials Data Transformation Migrate OPM Regulatory data Recreate Open Batches Migrate OPM Edit Text to attachments Update items attributes for MRP/MPS and Lead times for migrated items for ASCP planning Run Planning Manager Run script to update additional existing org/item definitions (Optional)
2011 Oracle Corporation Proprietary and Confidential Q U E S T I O N S A N S W E R S 2011 Oracle Corporation Proprietary and Confidential Appendix 2011 Oracle Corporation Proprietary and Confidential OPM Inventory Data Migration Pre-Migration Phase
OPM Inventory Discrete Inventory Reason Codes Transaction Reasons Organizations Organizations Warehouses Organizations and/or Subinventories Locations Stock Locators Items Master Items and Organization Items Action Codes Action Codes Grades Grades Lot Statuses Material Statuses Inventory Types Item Types Lots/Sublots (lot_id) Organization specific Parent Lots/Lots (no id reference key element is lot_number) Lot Specific Conversions Lot Specific Conversions Inventory Balances Inventory Balances . 2011 Oracle Corporation Proprietary and Confidential OPM Regulatory Data Migration Post-Migration Phase
OPM Regulatory Discrete Inventory Regulatory Items Master Items and Organization Items Standalone Regulatory Formulas Formulas and Recipes Master Item Associations Item Relationships Hazard Classifications PO Hazard Classes UN Numbers PO UN Numbers Item Version Item Revisions Primary CAS Number CAS Number . 2011 Oracle Corporation Proprietary and Confidential OPM Planning Data Migration In-Line Phase
OPM Planning ASCP Forecasts Forecasts . 2011 Oracle Corporation Proprietary and Confidential OPM Common Transformations In-Line Phase Updates columns in GMD-New Product Development (Formulas, Recipes, Validity Rules, etc), GME Process Execution (Batches, Batch Resources, etc) and GMD-Quality (Specifications, Validity Rules, Samples, etc.) tables.
OPM Inventory Discrete Inventory Organization ID Org ID Item ID Inventory Item ID Lot ID Lot Number UM Code (4 Character) UOM Code (3 Character) . 2011 Oracle Corporation Proprietary and Confidential OPM GMD-NPD Data Migration In-Line Phase
OPM GMD-NPD 11i OPM GMD-NPD 12.1 New Product Development Profiles Options New Product Development Parameters Recipe Owner/Master Org Recipe Types (General/Site/Master) . 2011 Oracle Corporation Proprietary and Confidential OPM GMD-Quality Data Migration In-Line Phase
OPM GMD-Quality 11i Discrete Inventory/OPM GMD- Quality 12.1 OPM Process Profiles Options OPM Process Parameters . 2011 Oracle Corporation Proprietary and Confidential OPM Process Execution Data Migration Pre-Migration Phase
OPM GMD-Quality 11i Discrete Inventory/OPM GMD- Quality 12.1 Open Batches Batch Snapshot . 2011 Oracle Corporation Proprietary and Confidential OPM Process Execution Data Migration Post-Migration Phase
OPM Process Execution 11i Discrete Inventory/OPM Process Execution Snapshot of Open Batches Renames Old Batches, Recreates Open Batches Specifications, Samples, Results against batches Specifications, Samples, Results updated based upon new batches/ids. Quality Actions Action Codes Grades Grades . 2011 Oracle Corporation Proprietary and Confidential OPM Financials Data Migration In-Line Phase Data is migrated to the appropriate LE/Organization Cost Types Fiscal Policies Lot Cost Type GMF Data Transformation (update of ids, uoms etc) Expense Allocation Basis Expense Allocation Codes Expense Allocation Expenses Expense Allocation Inputs Burden Priorities Cost Calendar Assignments Material Cost Components Event Fiscal Policies Fiscal Policies Item Cost Component Details Cost Warehouses Costing Items
2011 Oracle Corporation Proprietary and Confidential OPM Financials Data Migration Post-Migration Phase Data is migrated to the appropriate LE/Organization Burden Percentages Item Cost Component Details Resource Details Actual Cost Adjustments Item Cost Component Details Burden Details Item Costs Lot Costs Lot Costed Items Lot Cost Burdens Lot Cost Adjustments Material Lot Cost Transactions Standard Cost Ledgers Actual Cost Ledgers Account Mappings to SLA Account Derivation Rules (May wish to manually create ADRs) Period Balances Source Warehouses Actual Cost control data Rollup Control Records Cost Update control data Subledger control data 2011 Oracle Corporation Proprietary and Confidential OPM Financials MAC to SLA
MAC Seed Data SLA Seed Data Events, Sub-Events SLA Event Entities, SLA Event Entity Classes, SLA Event Types Sources SLA Process Categories Account Titles Journal Line Types (JLT) as well as TAB definitions. Sub-Event Account Title Templates Application Accounting Definitions (AAD) Account Unit Mappings & Account Mappings (per account title) Account Derivation Rules (ADR) (per JLT) Account Selection Priorities Will be used to derive the sequencing of ADR conditions for migration. New ADR definitions will have to explicitly set up the sequencing of the conditions to mimic the priority Test Mapping Test Transaction Account Builder (TAB) function The following seed data entities in OPM MAC will be migrated to SLA seed data as shown. 2011 Oracle Corporation Proprietary and Confidential OPM Costing Data Migration Order of Migration Dependencies
2011 Oracle Corporation Proprietary and Confidential Inventory Migration Action Codes Category Sets Inventory Types Lot Status Inventory Balance Item Categories Lot Conversions Org/Whse/ Locations Item & Lot Migration Calls Grades Item Upgrade Process to Discrete Transfer Calls