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Understanding the OPM 11.5.10 to R12
Data Migration Process
Melanie Grosser, Oracle EBS Process Manufacturing Applications Architect
© 2011 Oracle Corporation – Proprietary and Confidential
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 be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
© 2011 Oracle Corporation – Proprietary and Confidential
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
© 2011 Oracle Corporation – Proprietary and Confidential
OPM 11.5.10 to 12.1 Migration Documents
Support 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 that
are met by this process.

• OPM Migration Best Practices
This document contains helpful tips to help ensure that the migration process proceeds as
smoothly and as efficiently as possible.

• OPM Migration Reference Guide
This document provides information on how the 11.5.10 Oracle Process Manufacturing data is
mapped to the converged R12.1 Oracle Inventory model, and the User Interface and options
available for the mapping of that data.

• OPM Migration Checklist
This document lists all steps and patches needed to migrate data from Oracle Process
Manufacturing Release 11.5.10 to 12.1. in the order in which they must be applied.

• OPM Migration Messages and Technical Reference
This document lists the messages that can be logged during the running of the data migration
and the actions required based upon those messages. The names of the individual migration
scripts and Data Mapping tables are also available in this document.

The Checklist and Best Practices documents are live documents and will be
updated as needed.
© 2011 Oracle Corporation – Proprietary and Confidential
OPM Migration Checklist

The Checklist is a live document and will be updated with new
patches/changes as needed. ALWAYS check for an updated version
prior to starting a migration run.

All steps are mandatory except where SPECIFICALLY noted. All steps must be performed in
the order in which they are presented. DO NOT PROCEED to the next step/phase until each
step has successfully completed (No errors/all errors resolved). All patches must be
installed in the order specified – Patch Merge functionality CANNOT be employed across
steps.

The Checklist Steps are divided into four Phases:

1. Preparation: These 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.

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 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 R12 Upgrade drivers .

4. Post-Migration: These steps are performed after the application of the R12 Upgrade and
before bringing the system back up and allowing users to log on.

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OPM Migration Checklist

It is STRONGLY RECOMMENDED that the checklist be filled out appropriately as
you progress through the steps.
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Migration Messages and Technical Reference
Migration Messages
This part of the document lists the messages that can be logged during the
running of the data migration and the actions required based upon those
messages.

GMI: Process Inventory



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Migration Messages Log Viewer
OPM System Administration > View Migration Log

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Migration Messages and Technical Reference
Migration Files
This part of the document lists the names of the individual migration scripts
and the entities that are migrated by each script.


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Migration Messages and Technical Reference
Table Mappings

This part of the document contains the table mappings from OPM 11.5.10 to
R12. The tables are listed by product. Obsolete columns 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 Status
level tracking
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Convergence Migration Setup UI
Organization Migrate As Options
• New – Creates 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 to
this new organization. Requires the specification of a Template Org (an
existing org in mtl_parameters) that will be used for the setting of org
parameter values while creating this new org. The Template Org must use
the 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 Process
Enabled.

• Inactive – Will 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 the
viewing of historical data.

• None – Will not migrate any existing data related the org. The organization
must be marked as Inactive in OPM in order for this option to be chosen.
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Convergence Migration Setup UI
Warehouses 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 a
warehouse as an inventory organization or a subinventory.
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• OPM Organization migrates as a new inventory organization and
warehouses remain as inventory organizations
• Interorg transfers required for production

Organization and Warehouse Mapping
Default Migration
OPMC
Company
OPME
Organization
CWE
Warehouse
RME
Warehouse
FGE
Warehouse
LE
Legal Entity
CWE
Inventory Org
RME
Inventory Org
FGE
Inventory Org
R11i
R12
CWE
Subinventory
RME
Subinventory
FGE
Subinventory
OPM
Inventory Org
OPM
Subinventory
OPUS
Ledger
OPU
Operating Unit
New Entities
© 2011 Oracle Corporation – Proprietary and Confidential
• OPM Organization migrates as a new inventory organization.
• Warehouses moved as Subinventory under the new inventory
organization.
• These warehouses must belong to the same cost warehouse.
Organization and Warehouse Mapping
Alternate Example 1
OPMC
Company
OPME
Organization
CWE
Warehouse
RME
Warehouse
FGE
Warehouse
CWE

RME

FGE

R11i
R12
CWE

RME

FGE

OPE
Inventory Org
CWE RME

FGE

Migrate as
New
Migrate as
Subinventory
LE
Legal Entity
OPUS
Ledger
OPU
Operating Unit
New Entities
© 2011 Oracle Corporation – Proprietary and Confidential
• 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 as
Subinventory
Organization and Warehouse Mapping
Alternate Example 2
OPMC
Company
OPME
Organization
CWE
Warehouse
RME
Warehouse
FGE
Warehouse
CWE
Inventory Org
RME

FGE

R11i
CWE

RME

FGE

RME

Migrate as
Existing
R12
LE
Legal Entity
OPUS
Ledger
OPU
Operating Unit
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Data - What is and isn’t migrated?
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OPM Data Migration
Order of Migration – Dependencies



Inventory Types
OPM Category Sets
Actions
Grades
Organizations/
Warehouse/
Locations
Transaction Types
Reason Codes
Lot Status
Update Existing OPM Items
in Discrete
Common Upgrade Scripts
Item Creation/ Migration
Lot Create Migration
Lot Conversions
Inventory Balances
New Product Development
Migration
Process Execution
Migration
Process Quality Migration
Costing Migration Regulatory Migration Planning 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 to
migration tables with the current state (material transactions, resource
transactions, steps, etc) reflected.
• WIP batches are unreleased (set back to Pending) and all open batches and
FPOs 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 the
snapshot. 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 with
Accounting 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 TAB Test 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, Inv
Item ID, Lot Number, and units of measure
• OPM Quality
• Migrates specifications, samples, and stability studies to the appropriate organizations and
subinventories
• 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 cost
adjustments, 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 migrated
Data is still 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 to
any documents (batches, quality samples, etc.)
• Lot genealogy
• Inactive items that are not associated to a document such as a
batch or formula. A new patch has been created to allow customers
to migrate/update items and attributes that were not
migrated/updated as part of the inline migration for a given
organization (Patch 10405668).
• Discrete organization/item data is not touched during migration



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Migration Process - User Interaction Perspective
© 2011 Oracle Corporation – Proprietary and Confidential
Migration Process- User Interaction
Perspective
Pre-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



© 2011 Oracle Corporation – Proprietary and Confidential
Migration Process- User Interaction
Perspective
In-line (Blackout Period)
• Review, act upon, and dispose of information in
Oracle ASCP interface tables
• Review, act upon, and dispose of information in the
OPM 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 validation – Correct all errors



© 2011 Oracle Corporation – Proprietary and Confidential
Migration Process- User Interaction
Perspective
Post -Migration 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 S
A N S W E R S
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Appendix
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OPM Inventory Data Migration
Pre-Migration Phase



OPM Inventory Discrete Inventory
Organizations (Optional) Organizations
Warehouses (Optional) Organizations and/or Subinventories
Locations (Optional) Stock Locators
Items (Optional) Master Items and Organization Items
.
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OPM Inventory Data Migration
In-Line Phase



OPM Inventory Discrete Inventory
Reason 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 Statuses
Inventory Types Item Types
Lots/Sublots (lot_id) Organization specific Parent Lots/Lots (no id
reference – key element is lot_number)
Lot Specific Conversions Lot Specific Conversions
Inventory Balances Inventory Balances
.
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OPM Regulatory Data Migration
Post-Migration Phase



OPM Regulatory Discrete Inventory
Regulatory Items Master Items and Organization Items
Standalone Regulatory Formulas Formulas and Recipes
Master Item Associations Item Relationships
Hazard Classifications PO Hazard Classes
UN Numbers PO UN Numbers
Item Version Item Revisions
Primary CAS Number CAS Number
.
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OPM Planning Data Migration
In-Line Phase



OPM Planning ASCP
Forecasts Forecasts
.
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OPM Common Transformations
In-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 Inventory
Organization ID Org ID
Item ID Inventory Item ID
Lot ID Lot Number
UM Code (4 Character) UOM Code (3 Character)
.
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OPM GMD-NPD Data Migration
In-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)
.
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OPM GMD-Quality Data Migration
In-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
.
© 2011 Oracle Corporation – Proprietary and Confidential
OPM Process Execution Data Migration
In-Line Phase



OPM GMD-Quality 11i Discrete Inventory/OPM GMD-
Quality 12.1
OPM Process Profiles Options OPM Process Parameters
.
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OPM Process Execution Data Migration
Pre-Migration Phase



OPM GMD-Quality 11i Discrete Inventory/OPM GMD-
Quality 12.1
Open Batches Batch Snapshot
.
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OPM Process Execution Data Migration
Post-Migration Phase



OPM Process Execution 11i Discrete Inventory/OPM Process
Execution
Snapshot of Open Batches Renames Old Batches, Recreates Open
Batches
Specifications, Samples, Results against
batches
Specifications, Samples, Results updated
based upon new batches/ids.
Quality Actions Action Codes
Grades Grades
.
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OPM Financials Data Migration
In-Line Phase
Data is migrated to the appropriate LE/Organization
• 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 Migration
Post-Migration Phase
Data is migrated to the appropriate LE/Organization
• 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 Data
Events, Sub-Events SLA Event Entities, SLA Event Entity Classes,
SLA Event Types
Sources SLA Process Categories
Account 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 to
mimic 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 Migration
Order of Migration – Dependencies



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Inventory Migration
Action Codes
Category
Sets
Inventory
Types
Lot Status
Inventory
Balance
Item Categories
Lot
Conversions
Org/Whse/
Locations
Item & Lot
Migration
Calls
Grades
Item Upgrade
Process to Discrete
Transfer
Calls