6-11understanding the opm 11.5.10 to r12 data migration
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Understanding the OPM 11.5.10 to R12
Data Migration Process
Melanie Grosser, Oracle EBS Process Manufacturing Applications Architect
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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not berelied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracles
products remains at the sole discretion of Oracle.
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Agenda
Migration Documents
Support Note Migration Checklist
OPM Migration Messages and Technical Reference
Convergence Migration Setup UI
Organizations
Warehouses
Data
How data is migrated
Data NOT migrated
Migration Process Overview- User Interaction Perspective
Pre-Migration
In-Line (Blackout Period)
Post-Migration
Q & A
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Migration Documents
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OPM 11.5.10 to 12.1 Migration DocumentsSupport note 376683.1
These documents are available to help customers understand the
migration process and to help guide them through the process. OPM Migration Overview and Business Needs Guide
This document contains an overview of the OPM Migration process and the business needs thatare met by this process.
OPM Migration Best PracticesThis document contains helpful tips to help ensure that the migration process proceeds assmoothly and as efficiently as possible.
OPM Migration Reference GuideThis document provides information on how the 11.5.10Oracle Process Manufacturing data ismapped to the converged R12.1 Oracle Inventory model, and the User Interface and optionsavailable for the mapping of that data.
OPM Migration ChecklistThis document lists all steps and patches needed to migrate data from Oracle ProcessManufacturing 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 migrationand the actions required based upon those messages. The names of the individual migrationscripts and Data Mapping tables are also available in this document.
The Checklist and Best Practices documents are live documents and will beupdated as needed.
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OPM Migration ChecklistThe Checkl is t is a l ive docum ent and wi l l be upd ated with n ewpatches/changes as needed. ALWAYS check for an updated versionpr ior to star ting a m igration run.
All steps are mandatory except where SPECIFICALLY noted. All steps must be performed inthe order in which they are presented. DO NOT PROCEED to the next step/phase until eachstep has successfully completed (No errors/all errors resolved). All patches must beinstalled in the order specifiedPatch Merge functionality CANNOT be employed acrosssteps.
The Checklist Steps are divided into four Phases:
1. Preparation:These steps are performed in preparation for migration planning. The informationcontained in the referenced documents and note help to explain the overall OPM Migrationprocess and recommendations for ensuring a smooth, successful migration.
2. Pre-Migration:These steps are performed while the system is still available for use by end-users.
3. Blackout:These steps are performed prior to Upgrade Patch Installation The following stepsare performed after end-users are no longer allowed to log into the system, but before thesystem is taken offline to apply the R12 Upgrade drivers .
4. Post-Migration:These steps are performed after the application of the R12 Upgrade andbefore bringing the system back up and allowing users to log on.
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OPM Migration ChecklistI t is STRONGLY RECOMMENDED that the checkl is t be fi l led ou t appro priately as
you pro gress throug h the steps.
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Migration Messages and Technical ReferenceMigrat ion Messages
This part of the document l is ts the messages that can be logged dur ing the
runn ing of the data mig rat ion and the act ions required based upo n those
messages.
GMI: Process Inventory
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Migration Messages Log ViewerOPM System Adm inistrat ion > View Migrat ion Log
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Migration Messages and Technical ReferenceMigrat ion Fi les
This part of the docum ent l is ts the names of the indiv idual migrat ion sc r ipts
and the ent i t ies that are migrated by each s cr ipt .
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Migration Messages and Technical ReferenceTable Mapp ings
This part of the do cum ent con tains the table mappin gs from OPM 11.5.10 to
R12. The tables are l is ted by prod uct . Obsolete colum ns are denoted as such .
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Migration Setup Form
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Convergence Migration Setup UI:Organization Tab
Activates On-Hand
Material Statuslevel tracking
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Convergence Migration Setup UIOrganizat ion Migrate As Opt ions
NewCreates a new organization with the specified Organization Name.
Validates that an organization of the same name (not organization code)does not already exist. All inventory balances, recipes, etc are migrated tothis new organization. Requires the specification of a Template Org (anexisting org in mtl_parameters) that will be used for the setting of orgparameter values while creating this new org. The Template Org must usethe same Set of Books as the organization being migrated.
Existing-All inventory balances, recipes, etc are migrated to this existing(in mtl_parameters) organization. This organization must be ProcessEnabled.
InactiveWill migrate all of the related data (inventory balances, recipes,etc) and will end date the organization on the R12 side. This will prevent the
organization from being transacted against in R12 but will allow for theviewing of historical data.
NoneWill not migrate any existing data related the org. The organizationmust be marked as Inactive in OPM in order for this option to be chosen.
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Convergence Migration Setup UIWarehouses Tab
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11i 12
Warehouse Mapping Considerations
Inventory Balances at a Warehouse
Level
Inventory Balances at a Inventory Org
and 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) level
All OPM document are defined
at Inventory Org level
Costing and Planning:
Process is at Warehouse level
Discrete is at Inventory Org level
Costing and Planning is done at the
Inventory Org level
The following should be considered when deciding whether to migrate awarehouse as an inventory organization or a subinventory.
O i ti d W h M i
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OPM Organization migrates as a new inventory organization andwarehouses remain as inventory organizations
Interorg transfers required for production
Organization and Warehouse MappingDefault Migrat ion
OPMCCompany
OPMEOrganization
CWEWarehouse
RMEWarehouse
FGEWarehouse
LELegal Entity
CWEInventory Org
RMEInventory Org
FGEInventory Org
R11iR12
CWESubinventory
RMESubinventory
FGESubinventory
OPMInventory Org
OPMSubinventory
OPUSLedger
OPUOperating Unit
New Entities
O i ti d W h M i
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OPM Organization migrates as a new inventory organization.
Warehouses moved as Subinventory under the new inventoryorganization.
These warehouses must belong to the same cost warehouse.
Organization and Warehouse MappingAlternate Example 1
OPMCCompany
OPME
Organization
CWEWarehouse
RMEWarehouse
FGEWarehouse
CWE RME FGE
R11i R12
CWE RME FGE
OPEInventory Org
CWE RME FGE
Migrate asNew
Migrate asSubinventory
LELegal Entity
OPUS
Ledger
OPUOperating Unit
New Entities
O i ti d W h M i
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OPM Organization migrate to one of its warehouse inventory
organization Warehouses with the same cost warehouse can be selectively
moved as Subinventory to the org mapped above.
Migrate asSubinventory
Organization and Warehouse MappingAlternate Example 2
OPMCCompany
OPMEOrganization
CWEWarehouse
RMEWarehouse
FGEWarehouse
CWEInventory Org
RME FGE
R11i
CWE RME FGERME
Migrate asExist ing
R12
LELegal Entity
OPUSLedger
OPUOperating Unit
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Data - What is and isnt migrated?
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OPM Data MigrationOrder of Migrat ion Dependenc ies
Inventory Types
OPM Category Sets
Actions
Grades
Organizations/
Warehouse/
Locations
Transaction Types
Reason Codes
Lot Status
Update Existing OPM Items
in DiscreteCommon Upgrade Scripts
Item Creation/ Migration
Lot Create Migration
Lot Conversions
Inventory Balances
New Product Development
Migration
Process Execution
MigrationProcess Quality Migration
Costing Migration Regulatory MigrationPlanning Migration
Logistics Migration
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Open Batch and FPO Migration Process
Pre-Migration Completed batches are closed.
Batches and FPOs in Pending or WIP status are snapshotted copied tomigration tables with the current state (material transactions, resourcetransactions, steps, etc) reflected.
WIP batches are unreleased (set back to Pending) and all open batches andFPOs are cancelled.
Post-Migration Renames old version of the batch, appends M
Creates new batches (with the same batch number) from the snapshot data.
Pending transactions are re-created as reservations If the batch had been in WIP status prior to migration, the batch is
released.
Completed transactions are re-created as allocations
Only documents in a Pending or WIP status can be included in thesnapshot. Batches that are not included in the snapshot (re-
created) cannot be transacted in R12.
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OPM Financials
Moving from MAC to SLA
OPM MAC module will be obsoleted.
OPM Event model will be mapped to SLA event model.
Account Titles will be replaced with Journal Line Types in
SLA.
Account Mapping functionality will be replaced withAccounting Definition Rules (ADRs) in SLA. (NOTE:If your
company maintains a large number of accounting mapping
rules, it may be advantageous to manually define ADRs as
opposed to using the default migration.)
Test Subledger will be replaced with TABTest Accounting
Methods Builder.
Subledger code will be retained to use as extract program in
SLA.
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Other Product Migrations Common Transformation
Updates columns in NPD, GME and GMP tables with the appropriate values for Org ID, InvItem ID, Lot Number, and units of measure
OPM Quality Migrates specifications, samples, and stability studies to the appropriate organizations andsubinventories
Process Execution Migrates GME profiles and WIP entities
Open Batch/FPO Migration
OPM Logistics
Migrates move orders for Order Management Updates PO shipment line with uoms and secondary quantities
Updates Receiving tables with uoms and secondary quantities
OPM Costing 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 costadjustments, 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
Regulatory Management Migration of Regulatory Items to INV
Migration of Regulatory Standalone Formulas to GMD with a validity rule for Regulatory Use
Update of Dispatch History records with the appropriate org id and item id.
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Data NOT migratedData is st i l l viewable in R12 from read-only versions
of the old forms
Historic Transactions - data in ic_tran_pnd and ic_tran_cmp
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 toany documents (batches, quality samples, etc.)
Lot genealogy
Inactive items that are not associated to a document such as abatch or formula.A new patch has been created to allow customersto migrate/update items and attributes that were not
migrated/updated as part of the inline migration for a givenorganization (Patch 10405668).
Discrete organization/item data is not touched during migration
http://bugpriority.oraclecorp.com/pls/bugpriority/BUGPRI.ECMS_ADHOC.SHOW_BUG?P_BUG_NUMBER=10405668&P_URL_FROM=Ohttp://bugpriority.oraclecorp.com/pls/bugpriority/BUGPRI.ECMS_ADHOC.SHOW_BUG?P_BUG_NUMBER=10405668&P_URL_FROM=O -
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Migration Process- User Interaction Perspective
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Migration Process- User Interaction
PerspectivePre-Migration
Map the Company, Organization, Warehouse, Items,
and Quality data using the Convergence Migration
Setup user interface.
Prepare Costing Data for migration Run Actual SubLedger Update
Execute GL Export
Execute Journal Import
Run the Pre-Migration Validation script for all products
and correct all errors
Optionally migrate all organizations and items.
Associate Forecast Sets to Forecasts
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Migration Process- User Interaction
PerspectiveIn-l ine (B lacko ut Period )
Review, act upon, and dispose of information inOracle ASCP interface tables
Review, act upon, and dispose of information in theOPM MRP interface
Process Batches for migration Complete or cancel all pending transfers and Internal
Sales Orders
Backorder or ship OPM Order Fulfillment sales orders
that are pick confirmed or staged prior to migration Run Preliminary Inventory Close Process
RUN GMF Data validationCorrect all errors
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Migration Process- User Interaction
PerspectivePost -Migrat ion Steps
Run OPM Data Transformation
Run OPM Financials Data Transformation
Migrate OPM Regulatory data
Recreate Open Batches Migrate OPM Edit Text to attachments
Update items attributes for MRP/MPS and Lead times
for migrated items for ASCP planning
Run Planning Manager Run script to update additional existing org/item
definitions (Optional)
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Q U E S T I O N SA N S W E R S
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Appendix
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OPM Inventory Data MigrationPre-Migration Phase
OPM Inventory Discrete InventoryOrganizations (Optional) Organizations
Warehouses (Optional) Organizations and/or Subinventories
Locations (Optional) Stock Locators
Items (Optional) Master Items and Organization Items
.
OPM I D Mi i
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OPM Inventory Data MigrationIn-Line Phase
OPM Inventory Discrete InventoryReason Codes Transaction Reasons
Organizations Organizations
Warehouses Organizations and/or Subinventories
Locations Stock Locators
Items Master Items and Organization Items
Action Codes Action Codes
Grades Grades
Lot Statuses Material StatusesInventory Types Item Types
Lots/Sublots (lot_id) Organization specific Parent Lots/Lots (no idreference key element is lot_number)
Lot Specific Conversions Lot Specific ConversionsInventory Balances Inventory Balances
.
OPM R l t D t Mi ti
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OPM Regulatory Data MigrationPost-Migrat ion Phase
OPM Regulatory Discrete InventoryRegulatory Items Master Items and Organization Items
Standalone Regulatory Formulas Formulas and Recipes
Master Item Associations Item Relationships
Hazard Classifications PO Hazard ClassesUN Numbers PO UN Numbers
Item Version Item RevisionsPrimary CAS Number CAS Number
.
OPM Pl i D t Mi ti
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OPM Planning Data MigrationIn -L ine Phase
OPM Planning ASCPForecasts Forecasts
.
OPM C T f ti
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OPM Common TransformationsIn-Line Phase
Updates columns in GMD-New Product Development
(Formulas, Recipes, Validity Rules, etc), GME Process
Execution (Batches, Batch Resources, etc) and GMD-Quality
(Specifications, Validity Rules, Samples, etc.) tables.
OPM Inventory Discrete InventoryOrganization ID Org ID
Item ID Inventory Item ID
Lot ID Lot Number
UM Code (4 Character) UOM Code (3 Character)
.
OPM GMD NPD D t Mi ti
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OPM GMD-NPD Data MigrationIn-Line Phase
OPM GMD-NPD 11i OPM GMD-NPD 12.1
New Product Development Profiles Options New Product Development Parameters
Recipe Owner/Master Org Recipe Types (General/Site/Master)
.
OPM GMD Q lit D t Mi ti
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OPM GMD-Quality Data MigrationIn-Line Phase
OPM GMD-Quality 11i Discrete Inventory/OPM GMD-Quality 12.1
OPM GMD-Quality Profiles Options OPM GMD-Quality Parameters
Stability Studies Organization Specific Stability Studies
Quality Actions Action Codes
Grades Grades
.
OPM P E ti D t Mi ti
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OPM Process Execution Data MigrationIn-Line Phase
OPM GMD-Quality 11i Discrete Inventory/OPM GMD-Quality 12.1
OPM Process Profiles Options OPM Process Parameters
.
OPM Process Execution Data Migration
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OPM Process Execution Data MigrationPre-Migration Phase
OPM GMD-Quality 11i Discrete Inventory/OPM GMD-Quality 12.1
Open Batches Batch Snapshot
.
OPM Process Execution Data Migration
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OPM Process Execution Data MigrationPost-Migrat ion Phase
OPM Process Execution 11i Discrete Inventory/OPM ProcessExecution
Snapshot of Open Batches Renames Old Batches, Recreates OpenBatches
Specifications, Samples, Results againstbatches
Specifications, Samples, Results updatedbased upon new batches/ids.
Quality Actions Action Codes
Grades Grades
.
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OPM Financials Data Migration
In-Line Phase
Data is m igrated to the appropriate LE/Organizat ion
Cost Types
Fiscal Policies
Lot Cost Type
GMF Data Transformation (update of ids, uoms etc) Expense Allocation Basis
Expense Allocation Codes Expense Allocation Expenses Expense Allocation Inputs Burden Priorities Cost Calendar Assignments Material Cost Components Event Fiscal Policies Fiscal Policies Item Cost Component Details Cost Warehouses Costing Items
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OPM Financials Data MigrationPost-Migrat ion Phase
Data is m igrated to th e app rop r iate LE/Organizat ion
Burden Percentages Item Cost Component Details Resource Details Actual Cost Adjustments Item Cost Component Details Burden Details Item Costs Lot Costs Lot Costed Items Lot Cost Burdens Lot Cost Adjustments Material Lot Cost Transactions Standard Cost Ledgers Actual Cost Ledgers Account Mappings to SLA Account Derivation Rules (May wish to manually create
ADRs) Period Balances
Source Warehouses Actual Cost control data Rollup Control Records Cost Update control data Subledger control data
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OPM Financials MAC to SLA
MAC Seed Data SLA Seed DataEvents, Sub-Events SLA Event Entities, SLA Event Entity Classes,
SLA Event TypesSources SLA Process CategoriesAccount Titles Journal Line Types (JLT) as well as TAB
definitions.Sub-Event Account Title Templates Application Accounting Definitions (AAD)Account Unit Mappings & Account Mappings
(per account title) Account Derivation Rules (ADR) (per JLT)Account Selection Priorities Will be used to derive the sequencing of ADR
conditions for migration.New ADR definitions will have to explicitly
set up the sequencing of the conditions tomimic the priority
Test Mapping Test Transaction Account Builder (TAB)function
The following seed data entities in OPM MAC will be migrated to SLA seed data as shown.
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OPM Costing Data MigrationOrder of Migrat ion Dependencies
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Inventory Migration
Action CodesCategory
Sets
Inventory
TypesLot Status
Inventory
Balance
Item Categories
Lot
Conversions
Org/Whse/
Locations
Item & Lot
Migration
Calls
Grades
Item Upgrade
Process to Discrete
Transfer
Calls
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