tdd egh item and inventory conversion-sample
TRANSCRIPT
Beacon Health SystemsTechnical Specifications for EGH Item and Inventory Conversion
October, 2014
PeopleSoft ERP Implementation Design Specification
Table of Contents
DOCUMENT CONTROL...................................................................................................................................................... 6
MODULES......................................................................................................................................................................... 6
CHANGE RECORD............................................................................................................................................................. 7
APPROVERS...................................................................................................................................................................... 7
CONTRIBUTORS................................................................................................................................................................ 7
SCOPE AND PURPOSE....................................................................................................................................................... 8
OVERVIEW................................................................................................................................................................................8
FUNCTIONAL DESIGN........................................................................................................................................................ 9
LIST OF SUPPORTING DOCUMENTS................................................................................................................................. 11
TECHNICAL DESIGN......................................................................................................................................................... 13
PROJECT DEFINITION.................................................................................................................................................................13OBJECTS ADDED/MODIFIED.......................................................................................................................................................13FIELDS....................................................................................................................................................................................14IS_ITEM_NUMBER...........................................................................................................................................................14IS_MGMT_CD..................................................................................................................................................................14IS_EXP_CLS_CODE...........................................................................................................................................................15IS_DSPNSG_UNIT_CD......................................................................................................................................................15IS_AST_CLS_CODE...........................................................................................................................................................15IS_ITM_LST_ORD_DT.......................................................................................................................................................16IS_ITM_DESC...................................................................................................................................................................16IS_ITM_DESC_2...............................................................................................................................................................16IS_INV_CLS_CODE............................................................................................................................................................17IS_ITM_AVG_PRC............................................................................................................................................................17IS_LST_ORD_PRC.............................................................................................................................................................17IS_ASSET_CLASS...............................................................................................................................................................18IS_VEND_PRIORITY..........................................................................................................................................................18IS_VEND_NBR..................................................................................................................................................................18IS_VEND_NAME...............................................................................................................................................................19IS_VEND_CAT_NBR..........................................................................................................................................................19IS_MFG_ITEM_NBR.........................................................................................................................................................19IS_DISP_UNIT...................................................................................................................................................................20IS_ORDER_UNIT...............................................................................................................................................................20IS_ORD_UNIT_CNV_FC....................................................................................................................................................20IS_QUOTE_PRICE.............................................................................................................................................................21IS_CONVERT_FLG............................................................................................................................................................21IS_LOC.............................................................................................................................................................................22IS_LOCDESC.....................................................................................................................................................................22IS_ROW...........................................................................................................................................................................22IS_BIN..............................................................................................................................................................................23IS_DUP_CODE..................................................................................................................................................................23IS_ITEM_NBR_DUP..........................................................................................................................................................24
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PeopleSoft ERP Implementation Design Specification
IS_FACILITY......................................................................................................................................................................24IS_CHARGE_CODE...........................................................................................................................................................25IS_CANDIDATE_ID............................................................................................................................................................25IS_INPUT_ITEM_ID..........................................................................................................................................................26IS_MASTER_ITEM_ID.......................................................................................................................................................26IS_PACKING_STRING........................................................................................................................................................26IS_MFG_CAT_NUM.........................................................................................................................................................27IS_UOM1.........................................................................................................................................................................27IS_UOM2.........................................................................................................................................................................27IS_UOM3.........................................................................................................................................................................27IS_UOM4.........................................................................................................................................................................27IS_MID_UNSPSC_CODE...................................................................................................................................................27IS_UNSPSC_DESCR1.........................................................................................................................................................28IS_MID_UNSPSC_SEG......................................................................................................................................................28IS_UNSPSC_DESCR2.........................................................................................................................................................28IS_MID_UNSPSC_FAM.....................................................................................................................................................29IS_UNSPSC_DESCR3.........................................................................................................................................................29IS_MID_UNSPSC_CLS.......................................................................................................................................................29IS_UNSPSC_DESCR4.........................................................................................................................................................30IS_MID_UNSPSC_COMM.................................................................................................................................................30IS_UNSPSC_DESCR5.........................................................................................................................................................30IS_ASPEN_CAT_CODE......................................................................................................................................................31IS_ASPEN_CAT_DESCR.....................................................................................................................................................31IS_EXCLUDE_FLG.............................................................................................................................................................31IS_EXCLUDE_REASON......................................................................................................................................................32OPRID_REVIEWED_BY.....................................................................................................................................................32
RECORDS................................................................................................................................................................................33IS_ITMSTR_RC.................................................................................................................................................................33IS_ITMSTR_RCDTL...........................................................................................................................................................34IS_ITEM_MASTER............................................................................................................................................................36IS_ITEM_VENDOR............................................................................................................................................................38IS_ITM_LOC_INV.............................................................................................................................................................40IS_ASSET_CAT..................................................................................................................................................................42IS_INV_ITEM_GRP...........................................................................................................................................................44IS_CAT_GRP_XREF...........................................................................................................................................................45IS_ITM_VND_XREF..........................................................................................................................................................46IS_ITM_MSTR_AET..........................................................................................................................................................48IS_MEDASSETS.................................................................................................................................................................52IS_MEDA_EGH_VW.........................................................................................................................................................54IS_ITM_STAR_NEW.........................................................................................................................................................57IS_ITM_STAR_OLD...........................................................................................................................................................68IS_ITM_STAR_UOM.........................................................................................................................................................70IS_ITM_MFG_NEW..........................................................................................................................................................71IS_MFG_XREF..................................................................................................................................................................75IS_ITM_VNDR_NEW........................................................................................................................................................76IS_ITM_VNDR_OLD..........................................................................................................................................................80IS_ITMVNDR_UOM..........................................................................................................................................................81IS_ITMVNDR_SUOM........................................................................................................................................................85IS_ITM_STAR_DUP..........................................................................................................................................................86IS_ITM_STAR_VW............................................................................................................................................................92
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IS_ITM_UOM_VW...........................................................................................................................................................93IS_ITM_STAR_INV............................................................................................................................................................95IS_CHARGE_CODES........................................................................................................................................................101IS_ITM_CHG_XREF.........................................................................................................................................................104FUNCLIB_INEIP..............................................................................................................................................................105PUR_ITM_ATR_CVW......................................................................................................................................................107
SQL.....................................................................................................................................................................................109IS_INSERT_DUP_SQL......................................................................................................................................................109IS_ITM_VNDR_SQL........................................................................................................................................................110IS_ITM_VNDR_LOC_SQL................................................................................................................................................111IS_ITM_VNDR_UOM_SQL..............................................................................................................................................112IS_ITM_VNDR_UOM_PR_SQL........................................................................................................................................113IS_INS_BU_ITEMS_INV..................................................................................................................................................114IS_ITM_STAR_INV_INS..................................................................................................................................................116IS_INS_STAGED_INF_INV...............................................................................................................................................117IS_INS_STGCOST_INF_INV.............................................................................................................................................118
PAGES..................................................................................................................................................................................119IS_ITMSTR_CNV.............................................................................................................................................................119IS_EGH_ITEM_CNV........................................................................................................................................................122IS_EGH_ITEMVND_CNV.................................................................................................................................................131IS_EGH_ITEM_MEDA.....................................................................................................................................................136IS_EGH_ITEM_INV.........................................................................................................................................................139IS_INV_ITEM_CHGCOD..................................................................................................................................................143
COMPONENTS........................................................................................................................................................................146IS_ITMSTR_CNV.............................................................................................................................................................146IS_EGH_ITEM_CNV........................................................................................................................................................148IS_ITMSTR_INV..............................................................................................................................................................150ITEM_DEFIN...................................................................................................................................................................152ITEMS_INQUIRY.............................................................................................................................................................154
COMPONENT INTERFACES........................................................................................................................................................156IN_MST_ITM_XLS..........................................................................................................................................................156STOR_LOCATIONS_CI.....................................................................................................................................................157
MENUS................................................................................................................................................................................158IS_EGH_CONVERSION....................................................................................................................................................158
FILE LAYOUT DEFINITIONS........................................................................................................................................................160IS_ASSET_CAT................................................................................................................................................................160IS_INV_ITEM_GRP.........................................................................................................................................................161IS_CAT_GRP_XREF.........................................................................................................................................................163IS_ITM_VND_XREF........................................................................................................................................................164IS_ITEM_MASTER..........................................................................................................................................................165IS_ITEM_VENDOR..........................................................................................................................................................169IS_ITEM_LOC_INV..........................................................................................................................................................172IS_ITM_CHG_XREF.........................................................................................................................................................176IS_MFG_XREF................................................................................................................................................................177IS_MEDASSETS...............................................................................................................................................................178
APPLICATION ENGINE PROGRAMS..............................................................................................................................................188IS_ITMSTR_LD................................................................................................................................................................188
MAIN............................................................................................................................................................................................. 188Validate......................................................................................................................................................................................... 194
IS_ITMSTR_CN...............................................................................................................................................................197
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PeopleSoft ERP Implementation Design Specification
MAIN............................................................................................................................................................................................. 197FindDups.......................................................................................................................................................................................206INIT................................................................................................................................................................................................ 212Insert............................................................................................................................................................................................. 214Process.......................................................................................................................................................................................... 217Upd_DUP.......................................................................................................................................................................................227Vndrs............................................................................................................................................................................................. 228
IS_ITMSTR_IN................................................................................................................................................................236MAIN............................................................................................................................................................................................. 236ChrgCode.......................................................................................................................................................................................244ItemLoad....................................................................................................................................................................................... 250ItemVndr.......................................................................................................................................................................................256MfgTbl........................................................................................................................................................................................... 258WriteItm........................................................................................................................................................................................ 260
IS_ITMSTR_IP.................................................................................................................................................................274MAIN............................................................................................................................................................................................. 274BU_Items....................................................................................................................................................................................... 276Select............................................................................................................................................................................................. 279Staging........................................................................................................................................................................................... 284StorLocs......................................................................................................................................................................................... 286Validate......................................................................................................................................................................................... 292
IS_ITMSTR_IV................................................................................................................................................................307MAIN............................................................................................................................................................................................. 307DfltLocs......................................................................................................................................................................................... 310Staging........................................................................................................................................................................................... 313StorLocs......................................................................................................................................................................................... 315
MESSAGE CATALOG................................................................................................................................................................322INTEGRATION BROKER.............................................................................................................................................................323PROCESS DEFINITIONS.............................................................................................................................................................324IS_ITMSTR_LD................................................................................................................................................................324IS_ITMSTR_CN...............................................................................................................................................................325IS_ITMSTR_IN................................................................................................................................................................325IS_ITMSTR_IP.................................................................................................................................................................326IS_ITMSTR_IV................................................................................................................................................................326
USER SECURITY............................................................................................................................................................. 327
PERMISSION LISTS.................................................................................................................................................................. 327ROLES.................................................................................................................................................................................. 329
REPORT SPECIFICATIONS.............................................................................................................................................. 330
TECHNICAL DESIGN BUILD SIGNOFF.............................................................................................................................. 330
OVERALL DESIGN SIGN-OFF.......................................................................................................................................... 330
APPENDIX A: PORTAL................................................................................................................................................... 331
APPENDIX B: ISSUE RESOLUTION.................................................................................................................................. 337
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PeopleSoft ERP Implementation Design Specification
Document Control
Requirement ID
Development Type
DescriptionR
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X Conversion programs to load EGH STAR Extracted Item and Item vendor data to PeoipleSoft, convert that data, enable changes, load the converted/changed data to PeopleSoft Items, and load Inventory data.
X Custom page on Define Item and Item Inquiry to track facility, charge codes, and legacy Item IDs
Modules Financials / Supply Chain Portal / PeopleTools
General Ledger Payables Grants Contracts Billing Expenses Receivables Asset Management Project Costing Real Estate Cash Management Expenses / Mobile Purchasing eProcurement Supplier Relationship Cash Management eBill Payment Program Management Inventory / Mobile
Fin Portal Pack HRMS Portal Pack ESA Portal Pack UPK PeopleTools
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PeopleSoft ERP Implementation Design Specification
Change RecordDate Author Version Change Reference
07/01/2014 Ryan Liebert 1.0 Initial Draft
07/15/2014 Ryan Liebert 1.1 Revised IS_ITMSTR_CN to allow for Step conversions.
10/14/2014 Ryan Liebert 2.0 Revised IS_ITMSTR_IN and IS_ITMSTR_IP to write records and additional values to BU_ITEMS_INV.
10/28/2014 Ryan Liebert 2.1 Final revisions based on inventory putaway testing.
ApproversName Area Represented Approval Date
ContributorsName Area Represented Organization
Ryan Liebert Technical Consultant R&B Solutions
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PeopleSoft ERP Implementation Design Specification
Scope and Purpose
This is to document the custom fields, records, pages and app engine programs used by BHS to convert EGH Items and Inventory for PeopleSoft.
OverviewThe Item and Inventory conversion routin
es are broken down into two separate process groups:
1. Item Conversion. This process involves extracting Item Master, Item Vendor, and Item Location data fro STAR for Elkhart Items. This data is loaded into PeopleSoft and converted to staging tables. Custom pages are available to view and modify the data prior to loading the data to PeopleSoft Items - The last step of the process.
2. Inventory Conversion. This process involves loading the Inventory Locations, Quantities and Costs from STAR into PeopleSoft staging tables. A custom page is available to view and modify the data prior to loading it to PeopleSoft Inventory Putaway staging tables.
The PeopleSoft project includes the custom fields, records, pages, app engines, and components necessary to enter and maintain this information. Each object is documented within this document.
Current State
Elkhart General maintains Items and Inventory in STAR system.
Future State
All Items and Inventory will be maintained in shared Item Master in PeopleSoft – SetID = SHARE.
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PeopleSoft ERP Implementation Design Specification
Technical DesignProject DefinitionProject Definition (to be completed by Developer)
Project : IS_ITEM_EGH_CONVERSIONEnvironment: fstest2
Objects Added/ModifiedObjects Added / Modified
[A] [M] [D] Item Attachments[x][][] Application Engine Programs [] Attachment(s)[x][][] Application Engine Sections [] Attachment(s)[x][][] Component Interfaces [] Attachment(s)[x][][] Components [] Attachment(s)[x][x][] Fields [] Attachment(s)[x][][] File Layout Definitions [] Attachment(s)[x][][] Menus [] Attachment(s)[x][][] Message Catalog Entries [] Attachment(s)[x][][] Pages [] Attachment(s)[x][][] Application Engine PeopleCode [] Attachment(s)[x][][] Page PeopleCode [] Attachment(s)[x][][] Record PeopleCode [] Attachment(s)[x][][] Permission Lists [] Attachment(s)[x][][] Portal Registry Structures [] Attachment(s)[x][][] Process Definitions [] Attachment(s)[x][][] Records [] Attachment(s)[x][][] Roles [] Attachment(s)[x][][] PeopleCode [] Attachment(s)[x][][] Translate Values [] Attachment(s)[x][][] SQL [] Attachment(s)[][][] Application Messages [] Attachment(s)[][][] Security [] Attachment(s)[][][] Application Package [] Attachment(s)[][][] Application Class [] Attachment(s)[][][] HTML Objects [] Attachment(s)[][][] SQR/SQC Objects [] Attachment(s)[][][] External Programs [] Attachment(s)[x] Data Conversion[] Assumptions[] Issues[] Additional References [] Attachment(s)
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PeopleSoft ERP Implementation Design Specification
FieldsApplication Designer – File – Open – Fields – [Field Name]
Comments / PurposeCommentsCustom fields for EGH Items and Inventory Conversions.
Field DefinitionField Name Long Name Short Name A/ M/ DIS_ITEM_NUMBER EGH Item Number EGH Item Nbr AComments
EGH Item NumberField Type[x] Char [] Date [] Image[] Long Char [] Time [] ImageReference[] Number [] Datetime [] Attachment[] Signed Number [] ImageField Length / Additional properties
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Field DefinitionField Name Long Name Short Name A/ M/ DIS_MGMT_CD STAR Mgmt Code Mgmt Code AComments
STAR Management CodeField Type[x] Char [] Date [] Image[] Long Char [] Time [] ImageReference[] Number [] Datetime [] Attachment[] Signed Number [] ImageField Length / Additional properties
2
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PeopleSoft ERP Implementation Design Specification
Application Engine ProgramsApplication Designer – File – Open – App Engine Program – [App Engine Name]
Comments / PurposeCommentsCustom App Engine programs to Load STAR Item and Inventory Data, Convert that data to PSoft, and Load the data as PSoft Items and Inventory.
IS_ITMSTR_LD Load STAR DataIS_ITMSTR_CN Convert STAR DataIS_ITMSTR_IN Load Converted Data to PSoft ItemsIS_ITMSTR_IP Inventory Pre-EditIS_ITMSTR_IV Load Inventory to PSoft Putaway Tables
Program PropertiesApp Engine Name Description A/ M/ DIS_ITMSTR_LD Load data for EGH Item Conv ACommentsIS - 04/15/2014, R. Liebert - created program to load data tables needed for converting EGH/STAR items into PSFT.State Records Temp Tables AdvancedIS_ITM_MSTR_AET None [] Disable Restart
[] Application Library[] Batch Only
Sections / Steps / ActionsSection DescriptionMAIN MAIN DescriptionStep Description Commit After Frequency On Error ActiveRunCntl Get Run Control Parameters Default 0 Abort YesAction Description ReUse Statement Do Select Type On ReturnDo Select Get Run Control Parameters No Select/FetchDetail Processing Logic%Select(OPRID, RUN_CNTL_ID, FILE_PATH_NAME) SELECT OPRID , RUN_CNTL_ID , FILE_PATH_NAME FROM PS_IS_ITMSTR_RC WHERE OPRID = %OperatorId AND RUN_CNTL_ID = %RunControl
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PeopleSoft ERP Implementation Design Specification
Step Description Commit After Frequency On Error ActiveLogFile Initialize Log File Default Abort YesAction Description ReUse Statement Do Select Type On ReturnPeopleCode Initialize Log File Skip StepDetail Processing Logic/* ************************************************************
Declare Global Variables and Create Log file to trackprogress and log exceptions.
************************************************************ */
Global string &FileName, &FilePath, &OprID, &RunControl;Global number ΠGlobal File &fileLog;
rem Set Defaults from Run Control;&FilePath = IS_ITM_MSTR_AET.FILE_PATH_NAME;If None(&FilePath) Then &FilePath = "C:\";End-If;
&OprID = IS_ITM_MSTR_AET.OPRID;&RunControl = IS_ITM_MSTR_AET.RUN_CNTL_ID;
&PI = IS_ITM_MSTR_AET.PROCESS_INSTANCE;
rem Create File for Process Messages and Exceptions;&FileName = &FilePath | "IS_ITMSTR_LD_" | &PI | ".TXT";&fileLog = GetFile(&FileName, "w", "a", %FilePath_Absolute);
rem Begin EGH Item Write process;&fileLog.WriteLine("Begin EGH Item Data Load to PeopleSoft Staging Tables");&fileLog.WriteLine("Process Instance: " | &PI);&fileLog.WriteLine("Operator ID: " | &OprID);&fileLog.WriteLine("Run Control: " | &RunControl);&fileLog.WriteLine("Date/Time: " | %Datetime);&fileLog.WriteLine(" ");
Step Description Commit After Frequency On Error ActiveLoadFile Truncate and Load Files Default Abort YesAction Description ReUse Statement Do Select Type On ReturnPeopleCode Truncate and Load Files Skip StepDetail Processing Logicrem ********************************************************************************;rem R. Liebert ;rem April 15, 2014 ;rem Load extracted CSV files from STAR system into PeopleSoft Custom IS tables
;rem ;rem July 10, 2014 ;
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