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How To Convert Items

27/08/2008

ORACLE APPS/APAC/ HI-TECH

ALAGUSUNDARAM G
alagusundaram.g@tcs.com

TCS Public
How To Convert Items

Table of Contents
Table of Contents....................................................................................................................2
Abstract.................................................................................................................................3
Introduction............................................................................................................................4
Scope.....................................................................................................................................5
Setup Definitions.....................................................................................................................6
Define Item Template......................................................................................................................6
Define Unit of Measure....................................................................................................................7
Define Item Category......................................................................................................................8
Define Item Purchasing Category...................................................................................................8
Define Hazard Classes....................................................................................................................9
Conversion Program..............................................................................................................10
A. Extraction Program...................................................................................................................11
B. Items Loading Program............................................................................................................12
Conclusion............................................................................................................................13

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Abstract

This document tries to explain how those Items can be imported from an
old oracle application system (version - 11.0.3) to a new oracle application
system (version -11.5.10).

The document covers two aspects of the conversion program. Firstly it


explains functional set ups required prior to conversion. Then it covers the
technical details and validations involved in the program.

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Introduction
The objective of the conversion program is to bring all the Master active
items from 11.0.3 system to 11.5.10 system. The program can be
categorized into two distinct components. The first one will extract
information about all the active Master Items from the old system. The
second component will load the extracted Items to the new system.

The extraction program will search for all Master active Items in 11.0.3
that are from Inventory. However there can be requirements like extracting
those Items having sales order creation up to a certain date only where
the other Items will be entered manually in the new system. So depending
on the business requirement the extraction program might only consider
Items having sales order creation date before a pre-decided cut-off date.

The loading program will first perform some basic validations which
include validation of set up as well as data validation. The details of these
validations are covered later. Next it has to load data into ar interface
tables. Finally Item Import Program will be launched and will load the
Items into new system. However before running the loading program the
functional set ups mentioned later in detail must be ensured.

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Scope
This document explains how to convert active Master Items from old
system to new system. It only covers the Items information converted by
the author in his project. There can be various other Items related
information which might require to be converted. The reader is welcome to
reuse the codes given in the subsequent sections. For any other
functionality or further study the reader is advised to refer the TRM and
User Guide.

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Setup Definitions

The conversion program is dependent on the set up of Oracle Application


and performs various validations during processing. So before using
running the program some preliminary set ups must be defined in oracle
application and are discussed in the subsequent sections.

Define Item Template

An Item template is used by inventory to define the Item properties during


the conversion.

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Define Unit of Measure

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Define Item Category

Define Item Purchasing Category

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Define Hazard Classes

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Conversion Program
This section will explain the conversion program and is divided into two
sections:

A. Extraction Program
B. Items Loading Program

Item Master Extract


Program Extract Item Extract File
11.0.3 Item
Base Tables

11.0.3 Server FTP

Item Master
Conversion Item Extract File

11.5.10 Item
Program
Base Tables
Load Load
Validate

Item Import Program Custom


11.5.10 Item Staging &
Interface Lookup
Tables Tables Additional
Lookup File

11.5.10 Server

Conversion Program Flowchart

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A. Extraction Program

Before running extraction program a data cleaning process will be


performed in 11.0.3 system by business. The implementation team will
create a master spreadsheet with existing item data from 11.03 and
Website, and provide it to business. This spreadsheet will include business
unit#, UOM, DG, S/W, ECCN, etc. Users will review the data and make
necessary changes in 11.0.3 and the system will be checked again. Once
data cleaning is done the extraction program will be run to extract a data
file which will contain all the necessary information pertaining to the
Items. The extraction program will consider only the Items satisfying the
following criteria’s.

1. The Items must be active in the 11.0.3.


2. The Items must be older than the cut off date which is defaulted as
system date

The extract file is generated using utl_file procedures. If any error occurs
during program execution then before coming out of the program the
partial data file must be removed and the program needs to be run again.

The extraction program will generate one file


(Item_Extract_<timestamp>.txt). This data file will be loaded into new
system.

Extraction Program

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B. Items Loading Program

Before running the loader program it must be ensured that all the set ups
required for conversion are defined in the 11.5.10 system as discussed in
the “Set up Definition” Section.

Three custom tables are used in the conversion loading program. The first
part of the program is a sql loader program which will load data into one
custom table. As per the business requirement, user will provide the extra
item attributes and category assignment details which are not captured in
the existing system in a new web attribute flat file extracted from MS SQL
Server based application. This web attribute flat file loaded into second
custom table by sql loader program. Then the program will generate the
Item Master Sheet by the combination of extracted Item custom table data
and web attribute custom table data. This Item Master Sheet will send to
user for recheck. Then the Item Master Sheet data will load into another
custom table. Once data is loaded successfully the second part of the
program will do necessary set up validations and do the data validation for
the combination of extracted Item data and Item Master sheet data. Some
of validations which are mentioned below:-

1. Check if ITEM_NUMBER, PRIMARY_UOM_CODE, ITEM_STATUS,


ITEM_TEMPLATE – must not be NULL in the custom staging table.
2. Check if UOM should be setup in the system.
3. Check if Item Template should be setup in the system.
4. Check if Category combinations should be setup in the system.
5. Check if any duplicate item numbers present in the old system.

Next for all validated records the program will insert data into two
interface tables – mtl_system_items_interface and
mtl_item_categories_interface. Once data is inserted then Item import
program will be launched and it will import Items into the system. If any
record is rejected by Item import the error information will go to
mtl_interface_errors table. The user has to check the error table in case
there is any rejection in Item import program and accordingly data
correction needs to be done.

Finally the program will generate error report and summary report
containing count of Items imported and error details in case there is any
error. If it is a data error then the data in the custom table will be corrected
and conversion program will be re-run. If interface table has errors then

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data will be corrected there and Item import program will be launched
again.

Item Loading
Program

Conclusion
The author would like to share some points with the users of this
conversion program. As we are importing Items from old system to new
system so chances are there that some of them might fail. It is very
important to give proper error message either in the output or in custom
table so that data correction can be done easily. For further information
the readers are advised to go through Oracle Inventory user guide.

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