r12 migration oaug 2011 updated
TRANSCRIPT
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
<Insert Picture Here>
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
Metalink Doc: 376683.1
Run SQL Validation
Scripts;
Apply patch 4699061
Metalink 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
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
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.
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
• Follow the Check List
– Fix errors before running
– Post Migration Scripts
• Follow the Check List
– 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
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: