Checklist for Process Manufacturing Migration from Release 11.5.10 to R12.

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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

Please see Metalink note# 376683. 1.1 Action Owner Date Completed Notes Page 2 of 19 . Review the Oracle Process Manufacturing (OPM) Migration Reference Guide – Release 11i to 12.1 for OPM Migration related documents. 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.1 1.3.1.1.2. Review the Best Practices Guide for OPM Migration from 11i to R12. Action 1. successful migration.

Apply following patches if migrating to 12.1 • • • 4563075 6694260 10302784 Page 3 of 19 . The following steps are performed while the system is still available for use by end-users.0 • • 4563075 7582494 Action Owner Date Completed Notes 2. Install the latest Datafix patches. which is available in the OPM System Administration Responsibility. Pre-Migration If you have not already done so. ALL Customers Apply following patches if migrating to 12. Action Applicability Applicable Patch and Comments 2. The steps must be performed in the order presented and before you continue with the other tasks in subsequent sections. 2. you must complete the preparation steps listed above prior to continuing on to this section. Map the data using the Convergence Migration Setup user interface.2. ALL Customers 5750051 Above patch fixes data corruption issues with Items that would affect migrating OPM entities.1.2.

2.1 All Customers ALL Customers Page 4 of 19 .3. apply patch 6696828 if migrating to 12. 2. ALL Customers ALL Customers ALL Customers ALL Customers The Process to Discrete Inventory Transfer functionality is leveraged for Inventory balance migartion.8. Only those forecasts that have a value in this field will be migrated. Run the Pre-Migration Validation script.4. Action Applicability Applicable Patch and Comments Action Owner Date Completed Notes 2. Set up INV and IVA accounts at the organizations level. 2. Execute Journal Import 2.7. Execute Actual SubLedger Update 2. Update Forecast Headers to have a value entered in Forecast Set. Execute GL Export 2. Additonally.5.6. 4699061 and follow the instructions from the README. as this is required for migrating Inventory balances. as the application of the patch does not automatically run the validation scripts.

1 Migration Messages and Technical Reference for the required actions.9 2.11 (Optional) Migrate all organizations and items.11 2. repeat step 2. ALL Customers ALL Customers ALL Customers 4582937 and follow the instructions from README Page 5 of 19 . When completed. Action Applicability Applicable Patch and Comments Action Owner Date Completed Notes 2.2. If none are found. Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.10 Take the appropriate corrective actions to address ALL errors and applicable warning messages.9. Check the Migration Log User Interface or check log table for errors and/or applicable warning messages. proceed directly to step 2.

Action Applicability Applicable Patch and Comments Action Owner Date Completed Notes 2. 2. Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.12 and repeat. check the Migration Log User Interface.13 Take the appropriate corrective actions to address ALL errors and applicable warning messages.11 was NOT executed or no errors are found.2.12 If step 2. go to step 2.1 Migration Messages and Technical Reference for the required actions.11 was executed. the OPM Pre-Migration steps section is complete. When completed. If step 2. ALL Customers ALL Customers Page 6 of 19 . or check log table for errors and/or applicable warning messages.

If errors exist from pre-migration. 3. ALL Customers ALL Customers ALL Customers Page 7 of 19 .1. There should be no unresolved errors from the pre-migration phase.3. Disable any and all custom code and or triggers before migration. Turn off Formula Security. take the necessary actions to correct them before proceeding.3. 3. For ALL existing Discrete Inventory Organizations. but before the system is taken offline to apply the 12. 3. The following steps are performed after end-users are no longer allowed to log into the system. Blackout phase – Prior To Upgrade Patch Installation The pre-migration steps listed above MUST be completed prior to beginning this section. ensure that Lot uniqueness is set to ‘NO’. Action Applicability Applicable patch and Comments Action Owner Date Completed Notes 3.2.1 Upgrade. The steps must be performed in the order presented and before continuing with the other tasks in subsequent sections.

and dispose of information in Oracle ASCP interface tables Customers using ASCP Review.5. Choose Mass Batch Close from the Action menu to close all batches with a status of Completed.6. Review.9 Prepare for the batch snapshot 3. 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.4. A snapshot must be taken to recreate all the open batches after the upgrade.7. act upon. Navigate to the Migration Setup User Interface Batches tab.3. ALL Customers Apply patch 12790235. act upon. This is important as user will be moving from using MRP to ASCP Unconstrained. 3. Review. and dispose of information in the OPM MRP interface table ALL Customers using OPM MRP 3. If there are no open batches then go to 3. act upon. ALL Customers Page 8 of 19 . and dispose of the information provided in the OPM interface table MR_ACTN_TBL. Action Applicability Applicable patch and Comments Action Owner Date Completed Notes 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. Action Applicability Applicable patch and Comments Action Owner Date Completed Notes 3. 3.3. apply patch 4350832 to cancel pending transfers If these order lines are not shipped prior to migration.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 . Complete or cancel all pending transfers ALL Customers ALL Customers Refer to the OPM Inventory Management User’s Guide for details on how to complete a pending transfer or. If there are no open batches then go to 3.8. then only backordering prior to migration will make these order lines visible for updates to Oracle Inventory.9.

ALL Customers Do not run Final Inventory Close for the period in which you are running the R12 upgrade. Page 10 of 19 . Once you upgrade you will not be able to post the transactions created prior to the upgrade. and General Ledger Journal Import. and General Ledger Journal Import.11 Run Preliminary Inventory Close Process for all warehouses under all the OPM Companies. Refer to the OPM Manufacturing Accounting Controller User’s Guide & Oracle General Ledger User's Guide for further details. OPM GL Export. Refer to the OPM Manufacturing Accounting Controller User’s Guide & Oracle General Ledger User's Guide for further details. OPM Cost Update Process. Customers using Standard Costing 3. After you upgrade you will not be able to post the transactions created prior to the upgrade.12 Post inventory & resource transactions to OPM Subledger and export to GL. Customers using Actual Costing Run the OPM Actual Cost Process. Also see note below. OPM GL Export. OPM Subledger Update. Run the OPM Subledger Update. Action Applicability Applicable patch and Comments Action Owner Date Completed Notes 3.13 Run Actual Cost Process to calculate the cost and then post inventory & resource transactions to OPM Subledger and export to GL. 3.3.

14 Review Note at the end of this document about actual costing 3. Once you upgrade you will not be able to post the transactions created prior to the upgrade.sql with the parameter value set to ‘GMF’ Refer to document Oracle Process Manufacturing (OPM) Migration Release 11i to 12. 3. OPM Subledger Update.16 Review Note at the end of this document about Lot costing.3.1 Migration Messages and Technical Reference for details.18 OPM Order Fulfillment to Customers using OPM Order Page 11 of 19 .15 Run Lot Cost Process to calculate the cost and then post inventory & resource transactions to OPM Subledger and export to GL. Action Applicability Applicable patch and Comments Action Owner Date Completed Notes 3. Refer to the OPM Manufacturing Accounting Controller User’s Guide & Oracle General Ledger User's Guide for further details. OPM GL Export. OPM Cost Update Process.17 Run the GMF validation scripts Customers using Lot Costing ALL Customers Run the script GMAR12VAL. Customers using Actual Costing Customers using Lot Costing Run the OPM Lot Cost Process. 3. and General Ledger Journal Import. Refer to document OPM Migration Reference 3.

3.21 Apply the latest ALL Customers Apply following patches if migrating to 12. Release 12.19 ALL Customers 3.21.3.1 Migration Messages and Technical Reference for the required actions.19 Check the Migration Log User Interface or check log table for errors and/or applicable warning messages. ALL Customers . go to step 3.1 for further details 3. go to step 3. If none are found. Action Applicability Applicable patch and Comments Action Owner Date Completed Notes Oracle Order Management migration Fulfillment Guide.20 Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.0 Page 12 of 19 . After taking corrective actions.

B 9476958:R12:INV.B Page 13 of 19 .INV.INV.ITM.B 10279332:R12:INV.GME.GMI. 9403348:R12:INV.B 12422840:R12.B 12879278:R12.B 9143261:R12.PO.INV.B 12591131:R12.INV.B 12591257:R12.GME.C 9893621:R12:INV.GMD.GMD.INV.INV.A 9143261:R12.B 9560244:R12.A 8363586:R12.A 10332854:R12. 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.A Apply following patches if migrating to 12.B 9004088:R12.3.B 11767692:R12.A 9403348:R12.GMD.GMI.INV.A 8359386:R12.B 10413599:R12:INV.1 • • • • • • • • • • • • • • • • • • 8359386:R12.B 9893621:R12.B 12387835:R12.B 11887554:R12.INV.INV.B 10332854:R12. • • • • • • 7513308:R12.INV.

4.1.1 Upgrade and before bringing the system back up and allowing users to log on. log a service request.1 Migration Messages and Technical Reference for details on running failed scripts. Post-Migration Perform the following steps after the application of the 12. The steps must be performed in the order presented. If none are found. If adworker failed for any OPM script. Action Applicability Applicable patch and comments Action Owner Date Completed Notes 4. go to My Oracle Support to check for any new patches or workarounds that exist for a failure in the in-line phase.4 ALL Customers Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12. 4. Check the Migration Log User Interface or check log table for errors and/or applicable warning messages.2. If none are found. go to step 4.4. ALL Customers Page 14 of 19 .

PO.B These patches will transform the organization_id.PO.2 ALL Customers 4.4. 12879251:R12. inventory_item_id.1 Migration Messages and Technical Reference for the required actions.GME. go to step 4. 12692010:R12.1 apply following patches in the order mentioned 1.B 2. and uom columns in GMD. Action Applicability Applicable patch and comments Action Owner Date Completed Notes 4. Page 15 of 19 .4. 6677049 3. GME OM WSH.0 apply following patches in the order mentioned 1. and RCV. Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12. After taking corrective actions.GME. 6677022 If migrating to 12. Run OPM Data Transformation ALL Customers If migrating to 12. 11670689:R12.GMA. lot_number.B 4.3.

B Page 16 of 19 .GME. 4690072 Apply following patch if migrating to 12.A • 9170460:R12. Apply the following patches if migrating to 12.5.B • 9170460:R12. and uom columns in the OPM Financials tables • Migration of OPM financials data 4. Apply patches required for reopening batches.GMF. Action Applicability Applicable patch and comments Action Owner Date Completed Notes 4.GME. inventory_item_id. Run OPM Financials Data Transformation ALL Customers Apply following patch if migrating to 12.0 5. 12372491:R12.B Above patches will perform following migrations: • Transformation of organization_id. Migrate OPM Regulatory data Customers using OPM Regulatory Management ALL Customers Apply patch 4688012 4. lot_number.6.7.1 • 9090024:R12.GME.1 6.0 • 9090024:R12.A Apply the following patches if migrating to 12. uom.GME.4.

Migrate OPM Edit Text to attachments ALL Customers 4.11 Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12. and reason codes. Run the GMA: Edit Text Migration concurrent program to migrate the OPM Edit Text to attachments for the organizations. Recreate open batches ALL Customers Run the Process Execution Migration Recreate Open Batches concurrent program based on the snapshot captured during pre-migration.8. items. lots. Refer to the OPM System Administration User’s Guide for details 4.12 4.10 Check the Migration Log User Interface or check log table for errors and or/applicable warning messages.1 Migration ALL Customers ALL Customers Page 17 of 19 .GME.4. Action Applicability Applicable patch and comments • 12966683:R12.B Action Owner Date Completed Notes 4. If none are found. grades. proceed directly to step 4.9.

repeat step 4. 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.4.1 • 8968112:R12. ALL Customers Page 18 of 19 .12 Update items attributes for MRP/MPS and Lead times for migrated items for ASCP planning.10 4. Apply following patch if migrating to 12.GML.GML.0 • 8968112:R12.14 Validate various business flows to ensure that the OPM data transformation process completed successfully.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. 4.B 4. Action Applicability Applicable patch and comments Action Owner Date Completed Notes Messages and Technical Reference for the required actions.A Apply following patch if migrating to 12. After taking corrective actions.

no onhand balance. Note for Actual Costing Users only: After you upgrade to Release 12. the average cost calculations after the upgrade will not recognize the transactions created in the 11i OPM Inventory system. If possible.INV. you can ensure that the majority of the transactions in that period are recorded in Release 12.1. As a result. the costs created in test mode may be overwritten when you run the process again in Release 12. By doing so.) This step will provide the ability to update these organization items if required. Note for Lot Cost Simulation Users: If you are using Lot Costs as an additional costing method for simulation purposes.g. Otherwise.15.4. (Optional) Migrate UnMigrated Items Optional Follow the instructions in the README for patch 10405668:R12. not used in formula etc.1 Page 19 of 19 . There is no need to apply the patch. Migration process does not migrate items that are not in use (e.1.B. 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. the Actual Cost program in Release 12.1 at the beginning of a costing period. Upgrading at the beginning of the costing period will therefore result in a more accurate average cost when you run the Release 12. you must run the Lot Cost process in final mode before migration. as the required code has already been applied.1 will only recognize transactions under process organizations that are recorded in Oracle Inventory. consider upgrading to R12. Action Applicability Applicable patch and comments Action Owner Date Completed Notes 4.1 OPM Actual Cost Process. In other words.

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