everything you need to know about cloud erp migrations ... · the content of this document is...

Everything You Need to Know About Cloud ERP Migrations/Reporting

Sreekanth Bodagala Senior Consultant Apps Associates LLC

December 14, 2015

Confidentiality Statement

The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.

Agenda

• Introduction to Apps Associates

• Pros & Cons of Oracle On-Premise ERP & Oracle Cloud ERP

• Data Integration & Import

– Upload Options

– Flat File-Based Data Interface Upload (FBDI)

• Difference – Data Conversions in Oracle Cloud & Oracle EBS (11i & R12)

• Report Customization Process

• Difference – Report customizations in Oracle Cloud & Oracle EBS (11i & R12)

• Q&A

About Apps Associates

• Global Reach, Broad Service Profile

– Founded in 2002, 650+ employees

– US, Europe, India, Middle East

– Service Offerings: Applications, CRM, Analytics, EPM, Cloud, Middleware, Application Development, Application and Infrastructure Managed Services

• Significant Capabilities

– Cloud (IaaS, PaaS, SaaS)

– Business Process and System Integration

– Analytics and Big Data

• Strategic Partnerships, Certifications, Credentials

– Oracle Platinum Partner

– AWS Advanced Consulting Partner

– Salesforce Cloud Alliance Partner

– MuleSoft Partner

Applications

Oracle EBS

Salesforce.com

Fusion Apps

Project Accounting

Business Intelligence / EPM

OBIEE/BI Apps

Hyperion/Essbase

Exalytics

Exadata

BICS, Endeca

Technology Services

Fusion Middleware

AIA/SOA

Microsoft Services

SharePoint

.NET Application Development

Infrastructure Services

Sys admin

Cloud Hosting

Middleware Admin

Security Solutions

High Availability

Product Development

Industry Solutions

ShipConsole

Freight Shopping

Customs Doc.

• Assessments, Implementations, Upgrades, Migrations Project Services

• Managed Services and Staff Augmentation Support Services

• PMF, CMMI Certification, ITIL Methodologies, SSAE16/SAS70 Type II Quality Assurance

Competencies and Capabilities

Multi-Pillar Competencies & Partnerships

Enterprise Applications

Analytics Integration & Custom Dev

Product Development

• Our Products ShipConsole Photo capture app

• ERP • Planning

• BI • Big Data / High-

Volume Data Sets

• Dev to Client Reqs • Business Process

Integration

• Cloud Adoption • Managed Services

Strategic Partnerships & Certifications

2011 2015 2012 2014 2002

Centers of Excellence

Is the Cloud Right for You?

Pros & Cons

Pros Cons

On-Premises ERP • More control over data and security • No monthly subscription fees • Customized to meet your needs

• Hardware or hosting provider fees • Costly software upgrades • Annual maintenance fees • Support costs

Cloud ERP

• Lower initial investment • No hardware or software to install • Continual, automatic upgrades and

faster installation

• Reduced opportunity for customization • Annual fees result in higher long-term

cost for licenses and support

Data Integration & Import

Data Integration Options

• Application Development Framework Desktop Integration (ADFdi)

• Flat File Based Data Interface (FBDI)

ADF Desktop Integration

Application Development Framework Desktop Integration (ADFdi)

• Recommended for low to medium volume data

• Uses MS Excel as an interface to access and import data into Fusion Applications

• Supports descriptive flex field (DFF) and key flex field data

Flat File Based Data Interface

Flat File Based Data Interface (FBDI)

• Recommended for high volume data import

• Loads data from flat files that are placed on a secure FTP server into interface tables

• Enterprise Scheduler Service (ESS) Jobs move data to Fusion Applications base tables

• Interface tables and the processing job descriptions can be found in Oracle Enterprise Repository (OER)

Data Integration & Import

Steps to follow for each conversion objects:

Download template from Oracle Enterprise Repository (OER)

Prepare Data conversion file & generate .csv & .zip files

Upload the zip file to Oracle Cloud

Login to Fusion Applications

Submit the Load Interface File for Import process

Submit the product specific import job

Review output file for any errors

Process Flow Diagram

Download the File Import Template

Import data to application table using

import Job

Correct data in interface table using ADFdi spread

Load Process Purges Interface table

Correct data in data file

Prepare data File using Template

Upload file to Universal Content Management

Load data to interface table

Errors?

Data successfully uploaded to product

tables

Errors?

Yes No

Step 1: Download Templates from OER

1. https://fusionappsoer.oracle.com/oer/index.jsp

2. Login as Guest User (no password required but need MOS account)

3. Type : Select “File Based Data Import”

4. Product Family: “Procurement”

5. Version: Select version (e.g. 11.1.9.0.0)

6. Select Details Tab 7. Select Spreadsheet

Template link

Step 2(a): Prepare Data

Step 2(b): Generate .csv and Zip File(s)

Filenames are of the following format: • Interface table names are in bookcase format. For

example: POZ_SUPPLIERS_INT will have a .csv (comma separated value) file with name PozSuppliersInt.csv

3(a): Login to Fusion Applications

• Navigate to File Import and Export

3(b): Upload .zip file to Oracle Cloud

• Click on Create Upload • Browse local drive to select

.zip file created in Step 2(b) • Select Account –

prc/supplier/import • Save and Close

Step 4: Submit Load Interface File for Import

Step 4: Cont’d

• Click Navigator -> Tools -> Scheduled Process

• Select ESS Job ‘Load Interface File for Import’

• Select the Import Process ‘Import Supplier’ and your zip file uploaded in the previous step

Submits 2 Child ESS jobs • Transfer File • Load File to Interface

Step 5: Submit Product Specific Import Job

• Submit ‘Import Supplier’ ESS Job

Step 4: Submit Load Interface File for Import

Review Load Interface Process to Check Status

Sample Output

Troubleshoot

Review Log and Outputs of ESS Jobs

Log File

Bad File

Troubleshoot

Log File: Output File:

Error Report:

Key Things to Remember

• Changes to .csv files could result in the following errors:

– Invalid data format

• Resolution:

– Verify data in all columns of the Excel file i.e. Check date format, ensure Numeric columns do not have character data and so on

• No metadata found

– Resolution:

• Ensure no changes are made to the .csv file names. The files need to be generated as is.

Process Flow Diagram

Download the File Import Template

Import data to application table using

import Job

Correct data in interface table using ADFdi spread

Load Process Purges Interface table

Correct data in data file

Prepare data File using Template

Upload file to Universal Content Management

Load data to interface table

Errors?

Data successfully uploaded to product

tables

Errors?

Yes No

Supplier Import Objects List

XLSM Template Name Import Process Navigation SupplierAddressImportTemplate.xlsm Import Supplier Addresses Navigator -> Procurement -> Suppliers

Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Addresses

SupplierSiteImportTemplate.xlsm Import Supplier Sites Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Sites

SupplierSiteAssignmentImportTemplate.xlsm

Import Supplier Site Assignments

Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Site Assignments

SupplierContactImportTemplate.xlsm Import Supplier Contacts Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Contacts

SupplierBusinessClassificationImportTemplate.xlsm

Import Supplier Business Classifications

Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Business Classifications

SupplierProductsandServicesCategoryImportTemplate.xlsm

Import Supplier Products and Services Categories

Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Products and Services Categories

Supplier Import as an Example

Import Processes

• Suppliers

• Supplier Sites

• Supplier Address

• Supplier Site Assignments

• Supplier Contacts

• Supplier Business Classifications

• Supplier Products and Services Categories

Interface Tables

• POZ_SUPPLIERS_INT

• POZ_SUPPLIER_SITES_INT

• POZ_SUP_ADDRESSES_INT

• POZ_SITE_ASSIGNMENTS_INT

• POZ_SUP_CONTACTS_INT

• POZ_SUP_CONTACT_ADDRESSES_INT

• POZ_SUP_BUS_CLASS_INT

• POZ_SUP_PROD_SERV_INT

Differences in Conversions

Traditional Oracle Cloud

Coding Required

Limited Data Handling

Ability for Business Users to load large volumes of data

No need for DB access to developers during Go-live

Automated Error Report Generation

Dependency on developers

Pre-built templates delivered by Oracle

Report Customizations

Report Customizations in Oracle Cloud

Examples of Customizations:

• Modify/Add logo to the report header

• Add new fields to the report (Bill Party ID and Ship Party ID)

Before: After:

• Navigate to ‘Tools -> Report and Analysis’

• Expand ‘Shared Folders -> Financials -> Receivables -> Bill Presentment’

• Click ‘Expand’ on the ‘Data Models

• Click edit on ‘Transactions Print Data Model’

• Drill down the ‘Data Model -> Data Sets -> Header’ and click on ‘G_Header’ and click the ‘Edit’ button

• Update the query to add the columns and click ‘Ok’

• Modify the report layout to update logo and add new fields – Navigate to ‘Catalog’ -> then ‘Billing’ From the Shared Folder screen and click on

‘Billing History Report’ file

– On next screen click ‘Edit’ and save the .rtf (Rich Text

Format) file to your local machine

• Modify the report layout, save it to local machine and upload it as a new layout

– To modify the layout open the .rtf file, copy

and paste the new logo and add the two new

fields

• Click ‘Add New Layout’ and select ‘Upload’ and

attach the modified file to the new layout

Report Output

Before Change After Changes

Difference between Report Customizations Oracle Cloud & Oracle EBS (11i & R12)

Traditional Oracle Cloud

Ease of use

Limited Developer Skills

Traditional RDF Reports

Ease of Deploying Report User Interface(UI) Changes

Dashboard style reporting out of the box

Database access for Developers

Other Advantages of Oracle Cloud

• Reduction of IT intricacies via a pre-configured, strong tight-knit system that is managed by Oracle

• Worry Free Patching process

• Customers do not need to have large and/or specialized IT teams/departments

• Customers do not need to invest in specialized hardware to implement the system

• Allows for a lot of flexibility towards procuring and utilizing IT solutions

Connect with Us

Web: www.appsassociates.com

Email: marketing@appsassociates.com

YouTube: www.youtube.com/user/AppsAssociates

LinkedIn: www.us.linkedin.com/company/Apps-Associates

Twitter: www.twitter.com/AppsAssociates

Facebook: www.facebook.com/AppsAssociatesGlobal

Google+: www.plus.google.com/+AppsAssociatesGlobal/

Thank You!

everything you need to know about cloud erp migrations ... · the content of this document is...

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