R12 Migration OAUG 2011 Updated

R 12.1 Migration Update/Overview for Oracle Process

Manufacturing

Karen Theel, Oracle EBS Manufacturing Strategy Director

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.

• What is Advanced Inventory?

• Impact of Inventory Migration on Products

• OPM Migration to R12

• New R12.1 Migration Information

• Q&A

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Agenda

Process Manufacturing Support in Warehouse Management

Process Manufacturing Support In Oracle Inventory

• Common inventory definition

• Single source of inventory balances across products

• Improved support for process manufacturing industries

- Enhanced Lot Control- Material Aging Workflows

• New process inventory controls

•WMS transaction support in process organizations

• Task Dispatching for Ingredient Picking

• Ingredient & Product labeling

- Dual Unit of Measure Tracking

- Material Status Control

Advanced Inventory Managementfor Process Industries

RTVs Orders

Transfers

RTVs Orders

Transfers

RMAsPurchases

Transfers

RMAsPurchases

Transfers TailorableTailorable

Rules &Rules &

Workflow Workflow

ProcessProcessGlobal VisibilityGlobal Visibility

RF SupportRF Support

Directed

PutawayInspectReceive

Ship PackDirected

Pick

CostCost

AssembleAssemble

Prod. Prod. IssuesIssues

TransferTransferCountCount

MoveMove

ReplenishReplenish

LabelLabel

Seamless

Integration

PlanningPlanning ManufacturingManufacturing FulfillmentFulfillmentPurchasingPurchasing

Advanced Inventory FunctionalityWarehouse Management System

Mobile Transaction Server

Mobile Mobile Transaction Transaction ServerServer

Application /

Data Base

Application /Application /

Data BaseData Base

RF Base Station

LAN or WAN

LAN or WAN

Built-in RF Middleware

Completions, Returns, Incremental Backflush..

Misc. Transactions, Transfers, Counts, …

Pick, Confirm, Ship, Confirm, Print, …

Direct, Std, Inspect, Cross-Dock, Print, …

Mobile Manufacturing

Mobile Inventory Mobile ShippingMobile Receiving

Built-in Mobile User Interface

Advanced Inventory FunctionalityTransactions using Mobile Devices

SQL NetTelnet Over TCP/IPRF Device

Advanced InventoryCentral Item Master with Process Attributes

• Items defined by organization

• Attributes added to Item Master in Oracle Inventory

– Dual unit of measure control

– Grade-control

– Indivisible lots

– Support for “child lots” (replace “sublots” in OPM)

– Process Manufacturing flags

• Setups

– Item Templates

– Item Categories and Category Sets

– Item Status

– Item Relationships

– Restrict Subinventories and Locators

• Product Information Hub capable

Advanced Inventory FunctionalityProduct Information Management

Migration Impact

Former OPM Inventory Function Oracle Inventory Function

Common InventoryReplaced Processes

Inventory Adjustments Miscellaneous Transactions

Transact Process Move Order Move Order

Physical Inventory Physical Inventory

Cycle Count Cycle Counting

Move or TransferMove Orders, Interorg

Transfers or Internal Orders

Former OPM Inventory Function Oracle Inventory Function

Common InventoryReplaced Processes

Grade or Status

ChangeMaterial Workbench

Inventory Close Close Inventory Period

Inquiries and Summary

Views

Material Workbench and Transactions

Lot Genealogy

Post Journals Inventory Interface

Purges Purge Completed Transactions

BEFORE AFTER

Common Inventory for OPM Quality

No support for Item Revisions Item Revision support in specifications,

samples, and stability studies

Sample against a lot

updates its sublots

Sample against parent lot

updates its lots

Miscellaneous inventory adjustment

for sample quantity deduction

New inventory transaction type

for sample quantity issue

Changes in OPM Quality

Sample history only for a

specific lot, warehouse, and locationSample and results traceability through

lot split, merge, and transfer

BEFORE AFTER

Common Inventory for OPM Quality

Grade, Actions, and Reasons

defined in OPM Quality

Grade, Actions, and Reasons

defined in Oracle Inventory

Lot Expiry/Retest Workflows

in OPM Quality

Inventory Date Notifications

in Oracle Inventory

Changes in OPM Quality (continued)

Site-level profile optionsSite-level profile options and

organization-specific parameters

Quality Lab and R&D Lab defined as

same Lab Organization

Quality Lab and R&D Lab defined as

same/separate Inventory Organizations

Purchasing IntegrationFeatures – Drivers - Benefits

Increased solution footprintSupport for multinational

organizations

Support for Global

Procurement

Material acceptance tied to

quality acceptance

Provide quality feedback to

Receiving

OPM Quality enhancements

Increased solution footprintNot available for OPM

customers earlier

Vendor Managed and

Consigned Inventory

Easier integration with 3rd party systemsReceiving Open Interface

Standardized functionality across Process and DiscretePO Special charges replaces

Acquisition costs

BenefitBusiness DriverFeature

Order Management IntegrationFeatures – Drivers - Benefits

Adherence to safety and

regulatory requirements

Regulatory requirementValidate returned Lots in

RMA

Increases the solution

footprint

To support multinational

operations

International Drop shipments

Increases the solution

footprint

To manage complex

shipping tasks

Integration to WMS

Streamlined shipping

processes

Provide equivalent

functionality to 11.5.10

Move Orders

Ability to reserve supply

against demand

OPM did not support High

level reservations

Reservations

BenefitBusiness DriverFeature

Sub ledger Accounting replaces MAC

OPM Costing engine

generates cost

MAC processes

transactions

and creates journals

Completed material and

resource transactions

OPM Costing with MAC

OPM Costing engine

generates cost

SLA processes these

events to create

journal entries

Completed material and

resource transactions

OPM Costing with SLA

Cost Preprocessor

creates

accounting events

17

ATP

Check

GOPDay 1 Day 2

• Multiple facilities

• Which plant makes what products and when

• Pre-builds based on capacity shortages

• Alternate facilities, suppliers and processes

Day 3

Production Schedule Org 1

8am 12pm

• Schedule a single facility

• Sequence Production to meet demands on this facility

• Account for detailed production constraints and come up with an executable schedule

4pm

PS – Production Schedule Org 2

PS – Production Schedule Org 3

Constrained dependent demands

independent demands

planned orders

ASCP – Production Plan PS – Production Schedules

Production Plan Org 1, 2, and 3

Execution work orders

Process batches, and

Lots scheduled detailed

activities

Integrated Manufacturing Planning & SchedulingUnconstrained* Planning Replaced MRP

*Constrained planning require additional license

Migration Deep Dive

11i 12.1

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 defined

at OPM Org (Plant) levelAll 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

OPM

Warehouse

Warehouse

Location

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

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

– OPM Organization migrates as a new inventory organization and warehouses remain as inventory organizations

• Interorg transfer required for production

R12.1 Org Mapping – Default Migration

OPMCCompany

OPMEOrganization

CWEWarehouse

RMEWarehouse

FGEWarehouse

LELegal Entity

CWEInventory Org

RMEInventory Org

FGEInventory Org

R11iR12.1

CWESubinventory

RMESubinventory

FGESubinventory

OPMInventory Org

OPMSubinventory

OPUSLedger

OPUOperating Unit

New Entities

– 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.

R12.1 Org Mapping – Alternate 1

OPMCCompany

OPMEOrganization

CWEWarehouse

RMEWarehouse

FGEWarehouse

CWE RME FGE

R11i R12.1

CWE RME FGE

OPEInventory Org

CWE RME FGE

Migrate as New

Migrate as Subinventory

LELegal Entity

OPUSLedger

OPUOperating Unit

New Entities

– 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

R12.1 Org Mapping – Alternate 2

OPMCCompany

OPMEOrganization

CWEWarehouse

RMEWarehouse

FGEWarehouse

CWEInventory Org

RME FGE

R11i

CWE RME FGERME

Migrate as Existing

R12.1

LELegal Entity

OPUSLedger

OPUOperating Unit

Convergence Migration Setup UI: Organization Tab

R12.1 New Default On-Hand Material

Status

Convergence Migration Setup UI: Warehouses Tab

R12 Migration - 3 Phases:

• Get to current release

level of Production and

Quality

• Map Organization

Structure

• Migrate Items and

Organization Hierarchy

• Purge Empty Balances

• Purge Pending

Transactions

• Cleanup data no longer

required

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

Pre-Migrations Steps Perform when the system is live

11i.7 or Lower:Run the original OPM Process Execution validation

Metalink Doc: 376683.1

Map the data using

Convergence Migration

Setup UI;

Apply patch 4563075


Run SQL Validation

Scripts;

Apply patch 4699061


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

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

• 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 R12.1

– All completed batches must be closed

– Pending, WIP, FPO auto-recreate in R12.1

– Complete Process Batches for Migration snapshot

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 12.1 - 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

• Process Forecast to Discrete Forecast

– Below 11.5.10 must apply patch 4268525

– Enter Forecast Set Name for all forecasts to migrate

Planning Data Migration Steps All users must be logged out of the application

ASCP Users:

Review /Correct

issues from

GMP_APS_Output_TBL

GMP_APS_Output_DTL

OPM MRP Users:

Review /Correctissues fromMR_ACTN_TBL

To

Batch Migration

Batches Data Migration Steps All users must be logged out of the application

11i.7 or Lower:

Prepare for the

batch snapshot

Apply 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 for

Migration” Button

11i.8 or Higher:

Prepare for the

batch snapshot

Apply patch 4458024

On to

Logistics Steps

Data Migration Steps All users must be logged out of the application

OPM/OM Users:Backorder or ship sales

orders 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 R12.1

upgrade.

Data Migration Steps All users must be logged out of the application

Run GMF Validation Scripts


On to

Post - Migration Steps

OPM OF Users:Migrate to OracleOrder Management


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.

Data – What is not migrated

• Historic Transactions – however they are still viewable from the old

forms

• 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.)

• Inactive items that are not associated to a document such as a

batch or formula

• Discrete organization/item data is not touched during migration

Common Transformations

• 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 Steps Complete before you bring your system back up

OPM Data

Transformation

Apply patch 4689881

OPM Financials

Data Transformation

Apply 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

Post-Migration (Blackout)

• After Release 12.1 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 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

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

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.

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

• Best Practices Document

• Error Messages

• Check List

• Pre-Migration Patches

• In-Line Migration Patches

• Oracle Migration Team – proposed calls

OPM 11.5.10 to 12.1 Migration DocumentsMetalink note 376683.1

• OPM Migration Overview and Business Needs GuideThis document contains an overview of the OPM Migration process and the business needs that are met by this process.

• OPM Migration Best PracticesThis document contains helpful tips to help ensure that the migration process proceeds as smoothly and as efficiently as possible.

• OPM Migration Reference GuideThis 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 ChecklistThis 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 ReferenceThis 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.

R-12.1 Error Messages

Pre-Migration Validation Messages GMA: System Administration

Go to the Convergence Migration Setup form and modify the

associations of the organizations.

An organization cannot be defined as a parent organization of another organization if it has been defined as a child of another organization. This kind of circular reference is not allowed.

Organization <ORGN_CODE> cannot be defined as a child of <ORGN_CODE2> and also be used a master organization for Organization <ORGN_CODE3>.

Message Type: Error

Pre-Migration Validation

Map template organizations for the orgs marked to migrate as New using the UI (OPM System Administration > Convergence

Migration Setup)

All of the OPM organizations marked to migrate as “New” on the Convergence Migration Setup UI must have an associated template organization. Otherwise, an error occurs for all organizations missing the template organization association.

Value for template organization is missing for organization <ORGANIZATION>

Message Type: Error

Pre-Migration Validation

Action NeededCommentsMessageMigration Name

R-12.1 Check List

1.Preparation

Review the Oracle Process Manufacturing (OPM) Migration Reference Guide – Release 11i to

12.1

Review the Best Practices Guide for OPM Migration from 11i to R12.0/12.1

Please see Metalink note# 376683.1 for OPM Migration related

documents.

NotesNotesNotesNotesDate Date Date Date CompletedCompletedCompletedCompleted

Action OwnerAction OwnerAction OwnerAction OwnerActionActionActionAction

2.Pre-Migration

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

OPM entities.

ALL Customers

Install the latest Datafix patches.

NotesNotesNotesNotesDate Date Date Date CompletedCompletedCompletedCompleted

Action Action Action Action OwnerOwnerOwnerOwner

Applicable Applicable Applicable Applicable Patch and Patch and Patch and Patch and CommentsCommentsCommentsComments

ApplicabilityApplicabilityApplicabilityApplicabilityActionActionActionAction

OPM Customer Migrations – Common Errors

• Follow the Check List

– Pre Migration Validation Scripts

– Check error log and correct errors


– Fix errors before running

– Post Migration Scripts


– Apply R12.1, R12.2 patches

• When all else fails – Follow the Check List

Information to Request for Migration SRs

• Refer to the OPM Migration Reference/Users Guide and the OPM

Migration Messages and Technical Reference

• For SRs with questions about migration, request the following

information:

• A copy of the Migration Checklist, indicating the steps taken and

where you currently are in the migration process

• A dump of the migration log file, containing the error messages and

parameters data that are required for resolution

• For Re-Create Batch, the concurrent request log file.

• Screen shots of the convergence migration form

• NOTE: Some of the migration scripts can be re-run after post

migration to help diagnose issues. These include item migration,

balance migration, and data transformation scripts.

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

[email protected]

914-524-1606

OPM R12.x Customer Update

Live OPM – 85

New Installs – 65

Upgrades – 20

Current R12 Implementations:

• New R12 in progress - 113

• Upgrading - 31

OPM Customer Migrations/Re-implementations

• Migration– Most customers have chosen to migrate

– Not making major changes

– Currently 3 have migrated using OPM scripts

– For 2010 – 9 are currently in the process of upgrading

• Re-implementation reasons– 2 companies chose to re-implement

– 11.5.5 no patches

– wanted to change formula structure, add recipes

– Lessons learned from initial set ups in GEMMS

– Bringing up foreign operation

– Changing chart of accounts (advised by consulting firm)

– Simplify item structure

– Current hardware wouldn’t support production & running upgrade scripts

Q U E S T I O N S

A N S W E R S

Recommended Manufacturing Sessions:

R12 Migration OAUG 2011 Updated

Documents

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