Checklist for Process Manufacturing Migration from Release 11.5.10 to R12.

1
This document provides high level steps that describe how to migrate data from Oracle Process Manufacturing Release 11.5.10 to Release 12.1. Wherever possible, links to more detailed information have been provided. All steps are mandatory except where SPECIFICALLY noted. All patches must be installed in the order specified Patch Merge functionality CANNOT be employed for these steps. The columns in the checklist are required to be filled out when each step has been completed, including notes on errors or notable conditions, and a note on optional steps indicating whether or not they were executed.

NOTE:

This document is specifically limited to the migration of data from Oracle Process Manufacturing Release 11.5.10 to 12.1. Upgrades and/or migrations pertaining to the database, operating system, other products (e.g. Order Management, Oracle Inventory), etc. are not covered in this document.

Date Published Sep 20, 2011

Version 3.5

Page 1 of 19

1. Preparation
ALL Customers: The following steps are performed in preparation for migration planning. The information contained in the referenced documents and note help to explain the overall OPM Migration process and recommendations for ensuring a smooth, successful migration.

Action 1.1. Please see Metalink note# 376683.1 for OPM Migration related documents. 1.2. Review the Best Practices Guide for OPM Migration from 11i to R12.1 1.3. Review the Oracle Process Manufacturing (OPM) Migration Reference Guide Release 11i to 12.1

Action Owner

Date Completed

Notes

Page 2 of 19

2.

Pre-Migration

If you have not already done so, you must complete the preparation steps listed above prior to continuing on to this section. The following steps are performed while the system is still available for use by end-users. The steps must be performed in the order presented and before you continue with the other tasks in subsequent sections.
2. Action Applicability Applicable Patch and Comments 2.1. Install the latest Datafix patches. ALL Customers 5750051 Above patch fixes data corruption issues with Items that would affect migrating OPM entities. ALL Customers Apply following patches if migrating to 12.0 4563075 7582494 Action Owner Date Completed Notes

2.2. Map the data using the Convergence Migration Setup user interface, which is available in the OPM System Administration Responsibility.

Apply following patches if migrating to 12.1 4563075 6694260 10302784

Page 3 of 19

2.

Action

Applicability

Applicable Patch and Comments

Action Owner

Date Completed

Notes

2.3. Execute Actual SubLedger Update 2.4. Execute GL Export 2.5. Execute Journal Import 2.6. Set up INV and IVA accounts at the organizations level, as this is required for migrating Inventory balances. 2.7. Update Forecast Headers to have a value entered in Forecast Set. 2.8. Run the Pre-Migration Validation script.

ALL Customers ALL Customers ALL Customers ALL Customers The Process to Discrete Inventory Transfer functionality is leveraged for Inventory balance migartion. Only those forecasts that have a value in this field will be migrated. 4699061 and follow the instructions from the README, as the application of the patch does not automatically run the validation scripts. Additonally, apply patch 6696828 if migrating to 12.1

All Customers

ALL Customers

Page 4 of 19

2.

Action

Applicability

Applicable Patch and Comments

Action Owner

Date Completed

Notes

2.9. Check the Migration Log User Interface or check log table for errors and/or applicable warning messages. If none are found, proceed directly to step 2.11 2.10 Take the appropriate corrective actions to address ALL errors and applicable warning messages. Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for the required actions. When completed, repeat step 2.9 2.11 (Optional) Migrate all organizations and items.

ALL Customers

ALL Customers

ALL Customers

4582937 and follow the instructions from README

Page 5 of 19

2.

Action

Applicability

Applicable Patch and Comments

Action Owner

Date Completed

Notes

2.12 If step 2.11 was executed, check the Migration Log User Interface, or check log table for errors and/or applicable warning messages. If step 2.11 was NOT executed or no errors are found, the OPM Pre-Migration steps section is complete. 2.13 Take the appropriate corrective actions to address ALL errors and applicable warning messages. Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for the required actions. When completed, go to step 2.12 and repeat.

ALL Customers

ALL Customers

Page 6 of 19

3. Blackout phase Prior To Upgrade Patch Installation

The pre-migration steps listed above MUST be completed prior to beginning this section. There should be no unresolved errors from the pre-migration phase. If errors exist from pre-migration, take the necessary actions to correct them before proceeding. The following steps are performed after end-users are no longer allowed to log into the system, but before the system is taken offline to apply the 12.1 Upgrade. The steps must be performed in the order presented and before continuing with the other tasks in subsequent sections.

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

3.1. Disable any and all custom code and or triggers before migration. 3.2. Turn off Formula Security. 3.3. For ALL existing Discrete Inventory Organizations, ensure that Lot uniqueness is set to NO.

ALL Customers

ALL Customers

ALL Customers

Page 7 of 19

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

3.4. Review, act upon, and dispose of information in Oracle ASCP interface tables

Customers using ASCP

Review, act upon, and dispose of information provided in the Oracle Advanced Supply Chain Planning application interface tables: GMP_APS_OUTPUT_ TBL GMP_APS_OUTPUT_DTL Review, act upon, and dispose of the information provided in the OPM interface table MR_ACTN_TBL. This is important as user will be moving from using MRP to ASCP Unconstrained.

3.5. Review, act upon, and dispose of information in the OPM MRP interface table

ALL Customers using OPM MRP

3.6. If there are no open batches then go to 3.9 Prepare for the batch snapshot 3.7. Navigate to the Migration Setup User Interface Batches tab. Choose Mass Batch Close from the Action menu to close all batches with a status of Completed.

ALL Customers

Apply patch 12790235. A snapshot must be taken to recreate all the open batches after the upgrade.

ALL Customers

Page 8 of 19

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

3.8. If there are no open batches then go to 3.9 Click the Process Batches for Migration button on the Convergence Migration Setup user interface to capture a snapshot of the open batches that will be used during the post migration process to recreate the batches 3.9. Complete or cancel all pending transfers

ALL Customers

ALL Customers

Refer to the OPM Inventory Management Users Guide for details on how to complete a pending transfer or, apply patch 4350832 to cancel pending transfers If these order lines are not shipped prior to migration, then only backordering prior to migration will make these order lines visible for updates to Oracle Inventory.

3.10 Backorder or ship OPM Order Fulfillment sales orders that are pick confirmed or staged prior to migration

Applicable to customers migrating from OPM Order Fulfillment to Oracle Order Management

Page 9 of 19

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

3.11 Run Preliminary Inventory Close Process for all warehouses under all the OPM Companies. 3.12 Post inventory & resource transactions to OPM Subledger and export to GL.

ALL Customers

Do not run Final Inventory Close for the period in which you are running the R12 upgrade. Run the OPM Subledger Update, OPM GL Export, and General Ledger Journal Import. Refer to the OPM Manufacturing Accounting Controller Users Guide & Oracle General Ledger User's Guide for further details. Once you upgrade you will not be able to post the transactions created prior to the upgrade.

Customers using Standard Costing

3.13 Run Actual Cost Process to calculate the cost and then post inventory & resource transactions to OPM Subledger and export to GL. Also see note below.

Customers using Actual Costing

Run the OPM Actual Cost Process, OPM Cost Update Process, OPM Subledger Update, OPM GL Export, and General Ledger Journal Import. Refer to the OPM Manufacturing Accounting Controller Users Guide & Oracle General Ledger User's Guide for further details. After you upgrade you will not be able to post the transactions created prior to the upgrade.

Page 10 of 19

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

3.14 Review Note at the end of this document about actual costing 3.15 Run Lot Cost Process to calculate the cost and then post inventory & resource transactions to OPM Subledger and export to GL.

Customers using Actual Costing

Customers using Lot Costing

Run the OPM Lot Cost Process, OPM Cost Update Process, OPM Subledger Update, OPM GL Export, and General Ledger Journal Import. Refer to the OPM Manufacturing Accounting Controller Users Guide & Oracle General Ledger User's Guide for further details. Once you upgrade you will not be able to post the transactions created prior to the upgrade.

3.16 Review Note at the end of this document about Lot costing. 3.17 Run the GMF validation scripts

Customers using Lot Costing

ALL Customers

Run the script GMAR12VAL.sql with the parameter value set to GMF Refer to document Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for details. Refer to document OPM Migration Reference

3.18 OPM Order Fulfillment to

Customers using OPM Order

Page 11 of 19

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

Oracle Order Management migration

Fulfillment

Guide, Release 12.1 for further details

3.19 Check the Migration Log User Interface or check log table for errors and/or applicable warning messages. If none are found, go to step 3.21.

ALL Customers

3.20 Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for the required actions. After taking corrective actions, go to step 3.19

ALL Customers

3.21 Apply the latest

ALL Customers

Apply following patches if migrating to 12.0

Page 12 of 19

3.

Action

Applicability

Applicable patch and Comments

Action Owner

Date Completed

Notes

additional OPM In-Line Migration patches in preinstall mode just before applying the upgrade driver.

7513308:R12.INV.A 8363586:R12.INV.A 9143261:R12.INV.A 9403348:R12.INV.A 8359386:R12.GMI.A 10332854:R12.GME.A

Apply following patches if migrating to 12.1

8359386:R12.GMI.B 9004088:R12.INV.B 9143261:R12.INV. 9403348:R12:INV.B 9476958:R12:INV.B 9560244:R12.ITM.C 9893621:R12:INV.B 9893621:R12.INV.B 10279332:R12:INV.B 10413599:R12:INV.B 11887554:R12.INV.B 12387835:R12.INV.B 11767692:R12.GMD.B 12422840:R12.GMD.B 10332854:R12.GME.B 12591257:R12.INV.B 12591131:R12.PO.B 12879278:R12.GMD.B

Page 13 of 19

4. Post-Migration
Perform the following steps after the application of the 12.1 Upgrade and before bringing the system back up and allowing users to log on. The steps must be performed in the order presented.

4.

Action

Applicability

Applicable patch and comments

Action Owner

Date Completed

Notes

4.1. If adworker failed for any OPM script, go to My Oracle Support to check for any new patches or workarounds that exist for a failure in the in-line phase. If none are found, log a service request. 4.2. Check the Migration Log User Interface or check log table for errors and/or applicable warning messages. If none are found, go to step 4.4

ALL Customers

Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for details on running failed scripts.

ALL Customers

Page 14 of 19

4.

Action

Applicability

Applicable patch and comments

Action Owner

Date Completed

Notes

4.3. Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for the required actions. After taking corrective actions, go to step 4.2

ALL Customers

4.4. Run OPM Data Transformation

ALL Customers

If migrating to 12.0 apply following patches in the order mentioned 1. 6677022 If migrating to 12.1 apply following patches in the order mentioned 1. 11670689:R12.PO.B 2. 6677049 3. 12879251:R12.GMA.B 4. 12692010:R12.GME.B These patches will transform the organization_id, inventory_item_id, lot_number, and uom columns in GMD,GME, GME OM WSH, PO, and RCV.

Page 15 of 19

4.

Action

Applicability

Applicable patch and comments

Action Owner

Date Completed

Notes

4.5. Run OPM Financials Data Transformation

ALL Customers

Apply following patch if migrating to 12.0 5. 4690072 Apply following patch if migrating to 12.1 6. 12372491:R12.GMF.B Above patches will perform following migrations: Transformation of organization_id, inventory_item_id, uom, lot_number, and uom columns in the OPM Financials tables Migration of OPM financials data

4.6. Migrate OPM Regulatory data

Customers using OPM Regulatory Management ALL Customers

Apply patch 4688012

4.7. Apply patches required for reopening batches.

Apply the following patches if migrating to 12.0 9090024:R12.GME.A 9170460:R12.GME.A Apply the following patches if migrating to 12.1 9090024:R12.GME.B 9170460:R12.GME.B

Page 16 of 19

4.

Action

Applicability

Applicable patch and comments 12966683:R12.GME.B

Action Owner

Date Completed

Notes

4.8. Recreate open batches

ALL Customers

Run the Process Execution Migration Recreate Open Batches concurrent program based on the snapshot captured during pre-migration. Run the GMA: Edit Text Migration concurrent program to migrate the OPM Edit Text to attachments for the organizations, items, lots, grades, and reason codes. Refer to the OPM System Administration Users Guide for details

4.9. Migrate OPM Edit Text to attachments

ALL Customers

4.10 Check the Migration Log User Interface or check log table for errors and or/applicable warning messages. If none are found, proceed directly to step 4.12 4.11 Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration

ALL Customers

ALL Customers

Page 17 of 19

4.

Action

Applicability

Applicable patch and comments

Action Owner

Date Completed

Notes

Messages and Technical Reference for the required actions. After taking corrective actions, repeat step 4.10 4.12 Update items attributes for MRP/MPS and Lead times for migrated items for ASCP planning. Customers using ASCP Planning New ASCP users: Refer to the Oracle Process

Manufacturing Process Planning User's Guide and the Oracle Advanced Supply Chain Planning Implementation and Users Guides for details.

4.13 Apply additional post migration patches

ALL Customers

Current ASCP users: If changes were made to your organization structure, review Sourcing Rules to ensure the proper planning will take place for this new organization structure. Apply following patch if migrating to 12.0 8968112:R12.GML.A Apply following patch if migrating to 12.1 8968112:R12.GML.B

4.14 Validate various business flows to ensure that the OPM data transformation process completed successfully.

ALL Customers

Page 18 of 19

4.

Action

Applicability

Applicable patch and comments

Action Owner

Date Completed

Notes

4.15. (Optional) Migrate UnMigrated Items

Optional

Follow the instructions in the README for patch 10405668:R12.INV.B. There is no need to apply the patch, as the required code has already been applied. Migration process does not migrate items that are not in use (e.g. no onhand balance, not used in formula etc.) This step will provide the ability to update these organization items if required.

Note for Actual Costing Users only: After you upgrade to Release 12.1, the Actual Cost program in Release 12.1 will only recognize transactions under process organizations that are recorded in Oracle Inventory. In other words, the average cost calculations after the upgrade will not recognize the transactions created in the 11i OPM Inventory system. As a result, the average cost calculated may not be accurate if the upgrade is performed during the middle of a costing period--and there are transactions in OPM Inventory for the same costing period. If possible, consider upgrading to R12.1 at the beginning of a costing period. By doing so, you can ensure that the majority of the transactions in that period are recorded in Release 12.1. Upgrading at the beginning of the costing period will therefore result in a more accurate average cost when you run the Release 12.1 OPM Actual Cost Process.

Note for Lot Cost Simulation Users: If you are using Lot Costs as an additional costing method for simulation purposes, you must run the Lot Cost process in final mode before migration. Otherwise, the costs created in test mode may be overwritten when you run the process again in Release 12.1

Page 19 of 19