migration r12 overview
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R12 Migration Overview
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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.
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Migration Deep Dive
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R12 Migration - 3 Phases:
• Get to current release level of Production and Quality
• Map Organization Structure
• Migrate Items and Organization Hierarchy
Pre-Migration Black Out Period Post-Migration
• Clean-up batches; snapshot of open batches
• Complete / close transfers• Backorder or Ship Sales
Orders• Run Preliminary Close and
Cost Processes• Post transactions to OPM
Subledger and export to GL
• OPM / Financial Data Transformation
• Re-create Open Batches from Snapshot
• Optional: • Migrate Regulatory Data• Migrate Edit Text to
Attachments
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Pre-Migrations Steps Perform when the system is live11i.7 or Lower:Run the original OPM Process Execution validation
Metalink Doc: 376683.1
Map the data using Convergence Migration Setup UI; Apply patch 4563075Metalink Doc: 376683.1
Run SQL Validation Scripts; Apply patch 4699061Metalink Doc: 376683.1
11i.6 or Higher: (Optional)Migrate OPM Organizations and items;Apply patch 4582937
11i.8 or Lower:Run the original OPM QC to QMmigration and validationApply patch 5102439
11i.9 or Lower:Create new field – Forecast Set on Forecast HeaderApply patch 4268525
On to Data Migration Steps
Update Forecast Headers to have a value entered in Forecast Set
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Planning Data Migration Steps All users must be logged out of the application
ASCP Users:
Review /Correct issues fromGMP_APS_Output_TBLGMP_APS_Output_DTL
OPM MRP Users:
Review /Correct issues fromMR_ACTN_TBL
To Batch Migration
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Batches Data Migration Steps All users must be logged out of the application
11i.7 or Lower:
Prepare for the batch snapshotApply patch 4458028
Close all batches with astatus of Completed Batches Tab: Action >>Mass Batch Close
OracleMetalink 376683.1
Capture snapshot of Open Batches“Process Batches forMigration” Button
11i.8 or Higher:
Prepare for the batch snapshotApply patch 4458024
On to Logistics Steps
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Data Migration Steps All users must be logged out of the application
OPM/OM Users:Backorder or ship salesorders that are pick confirmed or staged prior to migration
Run Preliminary Inventory Close
Complete or cancel pending transfers
Apply patch 4350832
From Pre-Migration
Note: Do not run Final Inventory Close for the period in which you are running the R12 upgrade.
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Data Migration Steps All users must be logged out of the application
Run GMF Validation Scripts
OracleMetalink 376683.1
On to Post - Migration Steps
OPM OF Users:Migrate to OracleOrder Management
OracleMetalink 376683.1
All Costing Users: Post transactions to OPM Subledger and export to GL
Actual Cost Users: Run Actual Cost Process;
Lot Costing Users: Run Lot Cost Process;
Note: Once you upgrade you will not be able to post the transactions created prior to the upgrade.
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Post Migration Steps Complete before you bring your system back up
OPM Data Transformation
Apply patch 4689881
OPM FinancialsData TransformationApply patch 4690072
Migrate OPM Regulatory data (optional)Apply patch 4688012
Recreate open batches Run Recreate Open Batches
View Migration Log and Fix Errors
Migrate OPM Edit Text to Attachments Run the GMA: Edit Text Migration
Bring up System and Celebrate a
Successful Upgrade
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OPMWarehouse
WarehouseLocation
Plant or Lab
OPM Company
Organization Structure Changes
Additional restrictions for Process
Inventory Org
Set of Books
Legal Entity
Locator
Subinventory
Operating Unit
Master Org
OPM Organizations
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Existing R11i Org Mapping Example
OPMCCompany
OPMEOrganization
CWEWarehouse
RMEWarehouse
FGEWarehouse
OPUOperating Unit
CWEInventory Org
RMEInventory Org
FGEInventory Org
Process Discrete
OPMUSSet Of Books
CWESubinventory
RMESubinventory
FGESubinventory
LELegal Entity
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11i 12
Business Rules
Inventory Balances at a Warehouse Level
Inventory Balances at a Inventory Org or SubInventory Level
Resource Costs are defined at the OPM Organization level
OPM Resource Costs are defined at the Inventory Org level.
All documents are definedat 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
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• OPM Organization migrates as a new inventory organization and warehouses remain as inventory organizations
• Interorg transfer required for production
R12 Org Mapping – Default Migration
OPMCCompany
OPMEOrganization
CWEWarehouse
RMEWarehouse
FGEWarehouse
LELegal Entity
CWEInventory Org
RMEInventory Org
FGEInventory Org
R11iR12
CWESubinventory
RMESubinventory
FGESubinventory
OPMInventory Org
OPMSubinventory
OPUSLedger
OPUOperating Unit
New Entities
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• 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.
R12 Org Mapping – Alternate 1
OPMCCompany
OPMEOrganization
CWEWarehouse
RMEWarehouse
FGEWarehouse
CWE RME FGE
R11i R12
CWE RME FGE
OPEInventory Org
CWE RME FGE
Migrate as New
Migrate as Subinventory
LELegal Entity
OPUSLedger
OPUOperating Unit
New Entities
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• 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
R12 Org Mapping – Alternate 2
OPMCCompany
OPMEOrganization
CWEWarehouse
RMEWarehouse
FGEWarehouse
CWEInventory Org
RME FGE
R11i
CWE RME FGERME
Migrate as Existing
R12
LELegal Entity
OPUSLedger
OPUOperating Unit
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Convergence Migration Setup UI: Company Tab
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Convergence Migration Setup UI: Organization Tab R12.1 New
Default On-Hand Material
Status
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Convergence Migration Setup UI: Warehouses Tab
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Convergence Migration Setup UI: Items Tab
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Convergence Migration Setup UI: Lots/Sublots Tab – REMOVED for R-12.1
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Convergence Migration Setup UI: Quality Tab
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Convergence Migration Setup UI: Batches Tab
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Log Viewer
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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
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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
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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
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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
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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
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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
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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
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Pre-Migration Process Forecast to Discrete Forecast
• Below 11.5.10 must apply patch 4268525• Enter Forecast Set Name for all forecasts to migrate
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Inline Migration (Blackout)
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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
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Log Viewer
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Post-Migration 1st patchCommon 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
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Post-Migration 2nd patchCost 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
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Post-Migration 3rd patchRegulatory 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.
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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
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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
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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
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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.
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Lot Status Migration Case 1A single Lot Status is associated with Lot Number, all locations have the same statusIn 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.
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Lot Status Migration Case 2Lot Status varies by location
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Lot Status Migration Case 2 - ContinuedLot Status varies by location
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Lot Status Migration Case 2 - ContinuedLot Status varies by location
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Lot Status Migration Case 3Lots 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:
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Lot Status Migration Case 3 - ContinuedLots can be stored in multiple locators and have different statuses. The locator can contain lots with different statuses.
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Lot Status Migration Case 3 - ContinuedLots can be stored in multiple locators and have different statuses. The locator can contain lots with different statuses.
Manually change all Lot Statuses to Active and move the inventory to the appropriate locators:This would result in the following transaction and data:
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R-12.1 Error Messages
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R-12.1 Check List
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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.
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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
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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
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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
914-524-1606
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