IT Short Form Project Document

001HR_BPC_DETAIL_EXTRACT_03182015

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 Copyright national express Corp 2014 ALL RIGHTS RESERVED

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 TABLE OF CONTENTS
1. Revision History.......................................................................................................................................................3
2. Approvals..................................................................................................................................................................3
3. Project Information...................................................................................................................................................4
3.1 Definitions, Acronyms and Abbreviations.......................................................................................................4
3.2 Project Schedule................................................................................................................................................4
4. Business Purpose......................................................................................................................................................4
5. Requirements............................................................................................................................................................4
6. Functional Design.....................................................................................................................................................5
7. Technical Designs.....................................................................................................................................................5
8. Test Cases and Documented Results........................................................................................................................6
9. Release Steps............................................................................................................................................................6
9.1 Pre Deployment steps.......................................................................................................................................6
9.2 Deployment Steps.............................................................................................................................................6
9.3 Post Deployment Steps.....................................................................................................................................7
9.4 Back Out Plan...................................................................................................................................................7

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1. Revision History
DATE REVISED REVISION AUTHOR BRIEF DESCRIPTION OF THE CHANGES
NUMBER

March 18, 2015 0.1 Venkata Vaitla Initial Draft: Added Business Purpose,
Requirements

2. Approvals
ROLE NAME & Email id APPROVAL MAIL HEADER
REQUIREMENTS and UAT APPROVAL

Data Solutions Manager Steve Van Santen

Steve.vansanten@nellc.com
IT Director Doris Wilson
Doris.wilson@nationalexpressorp.co
m
Note: Only approval of the latest version of a section is indicated. See prior stored versions for prior approvals.

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 3. Project Information
3.1 Definitions, Acronyms and Abbreviations
Added some examples below, added it for your specific components.

TERM DEFINITION
BPC Business Planning and Consolidation Software (SAP component)
CSC Segment2 of GL Account combination Flex Field.
Also called as GL Location

3.2 Project Schedule

Phase Phase Start Date Phase End date

Requirements MAR 03, 2015

Design

Development

UT

Rollout

4. Business Purpose
Financial Planning and Analysis team would like to use SAP BPC tool to create employee detail for National
express. Since Oracle is the recording application for Human resources, extraction of employee details from Human
resources in Oracle is required to create budget or forecasts.

5. Requirements
REQ# CUSTOMER REQUIREMENTS
Extract Employee Details
R1

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 6. Functional Design
DESI REQ FIGURE
DESCRIPTION OF FUNCTIONAL DESIGN ELEMENT
GN # # REFERENCE
New Concurrent request needs to be created . No Parameters. Name the concurrent program as
D1 R1 “NE – BPC HCM Detail Extract”
The concurrent program needs to extract data from Per_all_people_f and other HCM tables and
R2 create a csv file. CSV file should be named as ORACLE_HR_DETAIL
File should be placed in the following directory with permissions 777:
R3
Stage12b/PROD/outbound/BPC/HCM

R4 New file created should replace existing file if any.

Sample pseudo code:

R11
Select 'ACTUAL' CATGEORY,pcaf.segment1
COMPANY,'ORACLE_HR'
DATASRC,to_char(trunc(sysdate),'YYYY.MON ')
TIME,'LC' RPTCURRENCY,
'C'||pcaf.segment3 COSTCENTER,'NO_SEGMENT' SEGMENT,
pcaf.segment2 LOCATION,
decode(pay_basis,'HOURLY','HOURLY','SALARY')
HCMACCOUNT,
'EMP'||ppf.employee_number EMPLOYEEID,'EXISTING'
HCMSTATUS,
'NO_POSITIONCODE' POSITIONCODE,
to_char(decode(pay_basis,'HOURLY',proposed_salary_n,
proposed_salary_n*pay_annualization_factor)) AMOUNT
from per_all_people_f ppf,per_all_assignments_f
paf,hr_all_organization_units haou,
PAY_COST_ALLOCATION_KEYFLEX pcaf,
hr_locations_all hla,per_pay_bases ppb,
hr.per_person_type_usages_f pptu ,
hr.per_person_types ppt,apps.per_periods_of_Service
pps,per_pay_proposals ppp,
apps.per_jobs pj
where ppf.person_id = paf.person_id
and paf.organization_id = haou.organization_id
and paf.pay_basis_id = ppb.pay_basis_id
and paf.assignment_id = ppp.assignment_id
and paf.job_id = pj.job_id
and job_information4 not in (select lookup_Code from
hr_lookups where lookup_type = 'US_JOB_GROUPS'
and meaning
in ('Bus Assistant Canada Bus','Bus Assistant US
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DESI REQ FIGURE
DESCRIPTION OF FUNCTIONAL DESIGN ELEMENT
GN # # REFERENCE

Bus','Bus Assistant US Transit','Driver US

Bus','Driver US Transit','Driver Canada Bus'))
and haou.COST_ALLOCATION_KEYFLEX_ID =
pcaf.COST_ALLOCATION_KEYFLEX_ID and
ppf.person_id = pptu.person_id and
ppf.person_id = pps.person_id and
pptu.person_type_id = ppt.person_type_id
and ppf.person_type_id = pptu.person_type_id
and paf.primary_flag = 'Y'
and ppf.business_group_id in (285,81,11370)
and ppt.user_person_type like 'Emp%'
and haou.location_id = hla.location_id and
haou.DATE_TO is null and
pj.date_to is null
and haou.type ='DEP'
and sysdate between ppf.effective_start_Date and
ppf.effective_end_Date
and sysdate between paf.effective_start_Date and
paf.effective_end_Date
and sysdate between pptu.effective_start_date and
pptu.effective_end_date
and change_date = (select max(change_Date) from
per_pay_proposals where assignment_id =
paf.assignment_id)
and pps.date_start = (select max(date_start) from
apps.per_periods_of_Service where person_id =
ppf.person_id)
--and ppf.employee_number = '10098'
Union
Select 'ACTUAL' CATGEORY,pcaf.segment1
COMPANY,'ORACLE_HR'
DATASRC,to_char(trunc(sysdate),'YYYY.MON ')
TIME,'LC' RPTCURRENCY,
'C'||pcaf.segment3 COSTCENTER,'NO_SEGMENT' SEGMENT,
pcaf.segment2 LOCATION, 'STARTDATE' HCMACCOUNT,
'EMP'||ppf.employee_number EMPLOYEEID,'EXISTING'
HCMSTATUS,
'NO_POSITIONCODE' POSITIONCODE,
to_char(pps.date_start,'J') AMOUNT
from per_all_people_f ppf,per_all_assignments_f
paf,hr_all_organization_units haou,
PAY_COST_ALLOCATION_KEYFLEX pcaf,
hr_locations_all hla,per_pay_bases ppb,

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DESI REQ FIGURE
DESCRIPTION OF FUNCTIONAL DESIGN ELEMENT
GN # # REFERENCE

hr.per_person_type_usages_f pptu ,
hr.per_person_types ppt,apps.per_periods_of_Service
pps,per_pay_proposals ppp,
apps.per_jobs pj
where ppf.person_id = paf.person_id
and paf.organization_id = haou.organization_id
and paf.pay_basis_id = ppb.pay_basis_id
and paf.assignment_id = ppp.assignment_id
and paf.job_id = pj.job_id
and job_information4 not in (select lookup_Code from
hr_lookups where lookup_type = 'US_JOB_GROUPS'
and meaning
in ('Bus Assistant Canada Bus','Bus Assistant US
Bus','Bus Assistant US Transit','Driver US
Bus','Driver US Transit','Driver Canada Bus'))
and haou.COST_ALLOCATION_KEYFLEX_ID =
pcaf.COST_ALLOCATION_KEYFLEX_ID and
ppf.person_id = pptu.person_id and
ppf.person_id = pps.person_id and
pptu.person_type_id = ppt.person_type_id
and ppf.person_type_id = pptu.person_type_id
and paf.primary_flag = 'Y'
and ppf.business_group_id in (285,81,11370)
and ppt.user_person_type like 'Emp%'
and haou.location_id = hla.location_id and
haou.DATE_TO is null and
pj.date_to is null
and haou.type ='DEP'
and sysdate between ppf.effective_start_Date and
ppf.effective_end_Date
and sysdate between paf.effective_start_Date and
paf.effective_end_Date
and sysdate between pptu.effective_start_date and
pptu.effective_end_date
and change_date = (select max(change_Date) from
per_pay_proposals where assignment_id =
paf.assignment_id)
and pps.date_start = (select max(date_start) from
apps.per_periods_of_Service where person_id =
ppf.person_id)
--and ppf.employee_number = '10098'
order by 10

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 7. Technical Designs

DESIGN REQ FIGURE

DESCRIPTION OF DESIGN ELEMENT
# # REFERENCE

D1 R1
AT A

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8. Test Cases and Documented Results
All columns are mandatory.
All columns are mandatory unless otherwise specified.
(OPTIONAL)EQ#

TEST#

TEST INSTRUCTION EXPECTED RESULTS TEST DATE ACTUAL RESULTS P/F TESTER

R1

9. Release Steps
9.1 Pre Deployment steps
Need to notify business users and make sure that the report is not running during the migration Process.

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9.2 Deployment Steps: DBA ACTIVITY
Step 1

9.3 Post Deployment Steps

Check and Verify the New template and the rdf file and validate the same with the Business Users.

9.4 Back Out Plan

If there are any issues in the code that is migrated into Production by this release, the following steps would be carried out.
1. In case of any issues, redeploy the original version of the .rdf file and .rtf file which was taken as back up in step 9.2.

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