R12 Migration Overview

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R12 Migration Overview

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 Oracle’s
products remains at the sole discretion of Oracle.
© 2006 Oracle Corporation – Proprietary and Confidential

Migration Deep Dive

R12 Migration - 3 Phases:
Pre-Migration Black Out Period Post-Migration
• Get to current release • Clean-up batches; snapshot • OPM / Financial Data

level of Production and of open batches Transformation
Quality • Complete / close transfers • Re-create Open Batches
• Map Organization • Backorder or Ship Sales from Snapshot
Structure Orders • Optional:
• Run Preliminary Close and • Migrate Regulatory Data
• Migrate Items and
Cost Processes • Migrate Edit Text to
Organization Hierarchy Attachments
• Post transactions to OPM
Subledger and export to GL

Pre-Migrations Steps
Perform when the system is live
11i.7 or Lower: Map the data using
Run SQL Validation
Run the original Convergence Migration
OPM Process Execution Scripts;
Setup UI;
validation Apply patch 4699061
Apply patch 4563075
Metalink Doc: 376683.1
Metalink Doc: 376683.1 Metalink Doc: 376683.1
11i.6 or Higher:
(Optional) 11i.8 or Lower: 11i.9 or Lower:
Migrate OPM Run the original Create new field –
Organizations and OPM QC to QM Forecast Set on
items; migration and validation Forecast Header
Apply patch 5102439 Apply patch 4268525
Apply patch 4582937
Update Forecast
Headers to have a value On to
entered in Forecast Set Data Migration Steps

Planning Data Migration Steps
All users must be logged out of the application
ASCP Users: OPM MRP Users:

Review /Correct
Review /Correct
issues from
issues from
GMP_APS_Output_TBL MR_ACTN_TBL
GMP_APS_Output_DTL
To
Batch Migration

Batches Data Migration Steps
11i.7 or Lower: 11i.8 or Higher:

Prepare for the Prepare for the
batch snapshot Close all batches with a batch snapshot
Apply patch 4458028 status of Completed Apply patch 4458024
Batches Tab: Action >>
Mass Batch Close
OracleMetalink 376683.1
Capture snapshot of
Open Batches
“Process Batches for
Migration” Button
On to
Logistics Steps

Data Migration Steps
From Pre-Migration
Complete or cancel
pending transfers
Apply patch 4350832
OPM/OM Users:
Note: Do not run Final
Backorder or ship sales
Inventory Close for the
orders that are pick
period in which you are
confirmed or staged
prior to migration
running the R12 upgrade.
Run Preliminary
Inventory Close

Data Migration Steps
Actual Cost Users: Lot Costing Users:

Run Actual Cost Run Lot Cost
Process; Process;
All Costing Users: Note: Once you upgrade you will not be
Post transactions to
OPM Subledger and able to post the transactions created prior
export to GL to the upgrade.
Run GMF Validation OPM OF Users:

Scripts Migrate to Oracle On to
Order Management
Post - Migration Steps
OracleMetalink 376683.1 OracleMetalink 376683.1

Post Migration Steps
Complete before you bring your system back up
OPM Data
View Migration Log Transformation
and Fix Errors
Apply patch 4689881
Migrate OPM
OPM Financials
Regulatory data
Data Transformation
(optional)
Apply patch 4690072
Apply patch 4688012
Migrate OPM Edit Text

Recreate open batches
to Attachments
Run Recreate Open
Run the GMA:
Batches
Edit Text Migration
Bring up System
and Celebrate a
Successful Upgrade

Organization Structure Changes
OPM
Set of Books
Organizations
OPM Company Legal Entity
Operating Unit
Plant or Lab
Inventory Org Master Org

OPM
Warehouse
Subinventory
Additional
restrictions
Warehouse for Process
Location Locator

Existing R11i Org Mapping Example
Process Discrete
OPMC OPMUS
Company Set Of Books
OPME OPU LE
Organization Operating Unit Legal Entity
CWE RME FGE CWE RME FGE

Warehouse Warehouse Warehouse Inventory Org Inventory Org Inventory Org
CWE RME FGE

Subinventory Subinventory Subinventory

Business Rules
11i 12
Costing and Planning:

Costing and Planning is done at the
Process is at Warehouse level
Inventory Org level
Discrete is at Inventory Org level
Resource Costs are defined OPM Resource Costs are defined

at the OPM Organization level at the Inventory Org level.
All documents are defined All OPM document are defined

at OPM Org (Plant) level at Inventory Org level
Inventory Balances at a Warehouse Inventory Balances at a Inventory Org

Level or SubInventory Level

R12 Org Mapping – Default Migration
• OPM Organization migrates as a new inventory organization and warehouses remain as
inventory organizations
• Interorg transfer required for production
OPUS R12
R11i Ledger
OPMC LE OPU
Company Legal Entity Operating Unit
OPME OPM CWE RME FGE

Organization Inventory Org Inventory Org Inventory Org Inventory Org
CWE RME FGE OPM CWE RME FGE

Warehouse Warehouse Warehouse Subinventory Subinventory Subinventory Subinventory
New Entities

R12 Org Mapping – Alternate 1
• 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 .
OPUS R12
R11i Ledger
OPMC LE OPU
Migrate as
OPME New
OPE CWE RME FGE
Organization Inventory Org
Migrate as
Subinventory
CWE RME FGE CWE RME FGE CWE RME FGE

Warehouse Warehouse Warehouse
© 2006 Oracle Corporation – Proprietary and Confidential New Entities

R12 Org Mapping – Alternate 2
• 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.
R11i OPUS R12

Ledger
OPMC LE OPU
Migrate as
Existing
OPME CWE RME FGE
Organization Inventory Org
Migrate as
Subinventory
CWE RME FGE CWE RME RME FGE

Warehouse Warehouse Warehouse

Convergence Migration Setup UI:
Company Tab

Organization Tab R12.1 New
Default On-
Hand Material
Status

Warehouses Tab

Items Tab

Lots/Sublots Tab – REMOVED for R-12.1

Quality Tab

Batches Tab

Log Viewer

Pre-Migration
Items, Orgs, Warehouses, and Addresses
• Release 11.5.6 or higher run pre-migration steps

• Data ensured for accuracy – run this migration
• Saves time during the blackout period
• Release 11.5.5 or lower – cannot run early migration

Pre-Migration
Inventory
• Run OPM Inventory validation script

• Displays items without auto lot numbering set up
• Verifies descriptive flexfield setup for duplicates
• OPM Inventory item master
• Oracle Inventory item master
• Displays lot status conflicts
• Cancel or complete pending transfers

• Run Preliminary close

Pre-Migration
Process Execution Batches
• Clean up erroneous data before migration

• Release 11.5.8 and below
• Must run original validation script and correct errors
• All Releases prior to moving to R12

• All completed batches must be closed
• Pending, WIP, FPO auto-recreate in R12
• Complete Process Batches for Migration snapshot

Pre-Migration
Quality
• Release 11.5.8 and below

• Must run original migration validation script (QC to QM)
• Correct any errors before quality transactions are processed
for migration
• Convergence Migration form – Quality Tab

• Set Stability Studies default Org. code to valid value
• Before Blackout run validation script verifying it is set properly

Pre-Migration
Cost Management and MAC
• R 12 - OPM Companies are migrated to Legal Entities
• Ability in Pre-migration to change legal entities
• Multiple OPM Companies pointing to same legal entity
• Choose to migrate companies to their own legal entity
• Must be done before the migration
• If Actual Cost/Lot Cost user run relevant process

• Post transactions to OPM Subledger and Export to GL
• Run Cost Management validation script
• Checks for unposted inv., resource, closed batch transactions
• Actual costing – looks for active transaction in open period
• If found – raises a warning, must be corrected

Pre-Migration
Regulatory Management
• Must run validation script

• Checks profile GR: Default Warehouse is not NULL
• Checks profile FM: Yield Type is not NULL
• Each Regulatory Item has associated CAS number
• Ingredients in item conc. table can be converted to Product’s
UOM
• Script returns log file displaying any failures

Pre-Migration
Order Fulfillment to Order Management
• Backorder or ship sales orders that are pick confirmed

or staged prior to migration
• OPM OF users migrate to OM

Pre-Migration
Process Forecast to Discrete Forecast
• Below 11.5.10 must apply patch 4268525

• Enter Forecast Set Name for all forecasts to migrate

Inline Migration (Blackout)

Post-Migration (Blackout)
• After Release 12 has been installed

• All data must be checked to ensure accurate migration
• Review log files “View Migration Log”
• Rerun migration if necessary
• Data not migrated correctly
• Migration did not complete

Log Viewer

Post-Migration 1st patch
Common Transformation Patch
• Run common transformation patch

• Updates Org ID, Inv Item ID, Lot Number, UOM columns in
NPD, GME, GMP
• Migrates specifications, samples, and stability studies
• Migrates GME profiles and WIP entities
• Migrates item categories and item lot conversions
• Migrates move orders for Order Management
• Updates PO shipment line
• Updates Receiving tables

Post-Migration 2nd patch
Cost Management – complete data transformation
• Run Cost Management post migration patch

• 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

Post-Migration 3rd patch
Regulatory Management script
• Run Regulatory Management post-migration script

• Creates records for regulatory item migration
• Updates dispatch history records for organization and item
• Migrates regulatory items to discrete
• Migrates regulatory standalone formulas to Product Dev.

Post-Migration
Batch Recreation
• Run concurrent program

• Recreates WIP, Pending, and FPO’s
• Renames old version of the batch appended with a –M
• Creates new batches with the same batch number

Post-Migration
Planning – Manual Setup Attributes
• Define Item attributes for ASCP

• Inventory – MRP/MPP Tab, Lead-times Tab
• Create Souring Rules
• OPM Warehouse, Production, & Transfer Rules not migrated

R-12.1 New Migration Information
• Organization – Default On Hand Material Status

• Lot – On Hand Material Status, removes Lot Tab
• Error Messages
• Check List
• Pre-Migration Patches
• In-Line Migration Patches
• Oracle Migration Team – proposed calls

Lot Status Migration
Default Lot Migration behavior
If a lot / sublot exists in multiple locations with a different status, the system will migrate the
largest quantity balance with the original Lot number as the Parent Lot and the Lot updates
with the lot /sublot number concatenated.

Case 1
A single Lot Status is associated with Lot Number, all locations have the same
status
In this case, there is a single lot status within a warehouse and the lot can be stored in multiple
locations that are all “active”. The system will migrate the largest quantity balance with the
original Lot number as the Parent Lot and the Lot updates with the lot /sublot number
concatenated. The Locators will all have a status of active. As a result, the material status will be
determined by the Lot level status.

Case 2
Lot Status varies by location

Case 2 - Continued

Case 2 - Continued

Case 3
Lots can be stored in multiple locators and have different statuses. The
locator can contain lots with different statuses.
In this case, the lots you have may have a different status based on the location they are stored in
and a given location co-mingles items with different statuses. As in Case 2, first run validation report
which will identify the items with the same lot / sublot in locations with different statuses (highlighted
below in Bold Italics). Next manually change the conflicting status to a status of your choose (such
as “migrate”). The system will migrate the Lots and Sublots as previously described in case 1. The
Status will be migrated to the Lot Status and all locators will have an “active” status as displayed in
the table below:

Case 3 - Continued

Case 3 - Continued
Manually change all Lot Statuses to Active and move the inventory to the appropriate locators:
This would result in the following transaction and data:

R-12.1 Error Messages

R-12.1 Check List

Pre-Migration R-12.1 New Patches
Phase Existing Patches Additional Patches

Patches Description
Pre-Migration 4582937 8340090 GMAUPGST.SQL
NEEDS UPDATING
FOR DATA PROBLEM
8487779 R12MIG:LOCATOR_ID
IN IC_LOCT_MST IS
NOT UPDATED WHEN
ORG IS MIGRATED IN
PRE-MIG
8584508 DUPLICATE
INVENTORY ORG.
CREATED BY SYSTEM
AFTER R12
UPGRADE.

Pre-Migration R-12.1 New Patches –
Continued
Phase Existing Patches Additional Patches
Patches Description
Pre-Migration 4699061 8466443 R12MIG:OL:NEED
VALIDATION TO
CHECK FOR SINGLE
MASTER
ORGANIZATION
8466438 R12MIG:OL:NEED
VALIDATION TO
CHECK
ORGANIZATION
LINKED ON QUALITY
SAMPLES

In Line-Migration R-12.1 New Patches
Phase Patches Patches Description
In Line 8359386 R12MIG:VALIDATE_TRANSFER API TO VALIDATE THE LOCATION

EXISTANCE IN IC_LOCT_INV.
8363586 R12MIG: OPM INVENTORY BALANCE MIGRATION SHOULD

IGNORE DELETE_MARKED ROWS.
7513308 API INV_LOT_API_PUB.CREATE_INV_LOT DOES NOT INITIALIZE

MESSAGE STACK

Oracle Migration Team
• Proposed Calls
• Oracle Development group
• Support group
• Strategy Product Management
• Customer
• Before you begin the Migration Process

• Arrange for your call
• Contact
russell.bayles.jr@oracle.com
914-524-1606

Q&
A
Q U E S T I O N S
A N S W E R S
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R12 Migration Overview

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R12 Migration Overview

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

Pre-Migration Black Out Period Post-Migration

• Get to current release • Clean-up batches; snapshot • OPM / Financial Data

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

ASCP Users: OPM MRP Users:

© 2006 Oracle Corporation – Proprietary and Confidential

11i.7 or Lower: 11i.8 or Higher:

© 2006 Oracle Corporation – Proprietary and Confidential

Apply patch 4350832

© 2006 Oracle Corporation – Proprietary and Confidential

Actual Cost Users: Lot Costing Users:

Run GMF Validation OPM OF Users:

© 2006 Oracle Corporation – Proprietary and Confidential

Migrate OPM Edit Text

© 2006 Oracle Corporation – Proprietary and Confidential

OPM Company Legal Entity

Inventory Org Master Org

© 2006 Oracle Corporation – Proprietary and Confidential

CWE RME FGE CWE RME FGE

CWE RME FGE

© 2006 Oracle Corporation – Proprietary and Confidential

Costing and Planning:

Resource Costs are defined OPM Resource Costs are defined

All documents are defined All OPM document are defined

Inventory Balances at a Warehouse Inventory Balances at a Inventory Org

© 2006 Oracle Corporation – Proprietary and Confidential

OPME OPM CWE RME FGE

CWE RME FGE OPM CWE RME FGE

© 2006 Oracle Corporation – Proprietary and Confidential

CWE RME FGE CWE RME FGE CWE RME FGE

© 2006 Oracle Corporation – Proprietary and Confidential New Entities

R11i OPUS R12

CWE RME FGE CWE RME RME FGE

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

© 2006 Oracle Corporation – Proprietary and Confidential

• Release 11.5.6 or higher run pre-migration steps

© 2006 Oracle Corporation – Proprietary and Confidential

• Run OPM Inventory validation script

• Cancel or complete pending transfers

© 2006 Oracle Corporation – Proprietary and Confidential

• Clean up erroneous data before migration

• All Releases prior to moving to R12

© 2006 Oracle Corporation – Proprietary and Confidential

• Release 11.5.8 and below

• Convergence Migration form – Quality Tab

© 2006 Oracle Corporation – Proprietary and Confidential

• If Actual Cost/Lot Cost user run relevant process

© 2006 Oracle Corporation – Proprietary and Confidential

• Must run validation script

© 2006 Oracle Corporation – Proprietary and Confidential

• Backorder or ship sales orders that are pick confirmed