R 12.

1 Migration Update/Overview for Oracle Process Manufacturing

Karen Theel, Oracle EBS Manufacturing Strategy Director

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 Oracles products remains at the sole discretion of Oracle.

Agenda What is Advanced Inventory? Impact of Inventory Migration on Products OPM Migration to R12 New R12.1 Migration Information Q&A

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Advanced Inventory Management

for Process Industries Process Manufacturing Support In Oracle Inventory

Common inventory definition Single source of inventory balances across products Improved support for process manufacturing industries
- Dual Unit of Measure Tracking - Enhanced Lot Control - Material Status Control - Material Aging Workflows

Process Manufacturing Support in Warehouse Management

New process inventory controls WMS transaction support in process organizations Task Dispatching for Ingredient Picking Ingredient & Product labeling

Advanced Inventory Functionality

Warehouse Management System

Label RMAs Purchases Transfers Receive Inspect Directed Putaway Assemble Replenish Cost Prod. Issues Tailorable Rules & Workflow Process

RF Support Global Ship Visibility Pack Directed Pick

Move

RTVs Orders Transfers

Count Transfer

Seamless Integration

Planning

Purchasing

Manufacturing

Fulfillment

Advanced Inventory Functionality

Transactions using Mobile Devices
Built-in Mobile User Interface
Mobile Manufacturing Completions, Returns, Incremental Backflush.. Mobile Receiving Direct, Std, Inspect, Cross-Dock, Print, Mobile Inventory Misc. Transactions, Transfers, Counts, Mobile Shipping Pick, Confirm, Ship, Confirm, Print,

Built-in RF Middleware
RF Base Station LAN or WAN Mobile Transaction Server Application / Data Base

RF Device

Telnet Over TCP/IP

SQL Net

Advanced Inventory
Central Item Master with Process Attributes

Items defined by organization Attributes added to Item Master in Oracle Inventory

Dual unit of measure control Grade-control Indivisible lots Support for child lots (replace sublots in OPM) Process Manufacturing flags

Setups
Item Templates Item Categories and Category Sets Item Status Item Relationships Restrict Subinventories and Locators

Product Information Hub capable

Advanced Inventory Functionality

Product Information Management

Migration Impact

Common Inventory
Replaced Processes

Former OPM Inventory Function

Oracle Inventory Function

Inventory Adjustments

Miscellaneous Transactions

Transact Process Move Order

Move Order

Physical Inventory

Physical Inventory

Cycle Count

Cycle Counting Move Orders, Interorg Transfers or Internal Orders

Move or Transfer

Common Inventory
Replaced Processes

Former OPM Inventory Function

Oracle Inventory Function

Grade or Status Change

Material Workbench

Inventory Close Inquiries and Summary Views Post Journals

Close Inventory Period Material Workbench and Transactions Lot Genealogy Inventory Interface

Purges

Purge Completed Transactions

Common Inventory for OPM Quality

Changes in OPM Quality
BEFORE No support for Item Revisions AFTER Item Revision support in specifications, samples, and stability studies Sample against parent lot updates its lots New inventory transaction type for sample quantity issue Sample and results traceability through lot split, merge, and transfer

Sample against a lot updates its sublots Miscellaneous inventory adjustment for sample quantity deduction Sample history only for a specific lot, warehouse, and location

Common Inventory for OPM Quality

Changes in OPM Quality (continued)

BEFORE Quality Lab and R&D Lab defined as same Lab Organization Lot Expiry/Retest Workflows in OPM Quality AFTER Quality Lab and R&D Lab defined as same/separate Inventory Organizations Inventory Date Notifications in Oracle Inventory Site-level profile options and organization-specific parameters Grade, Actions, and Reasons defined in Oracle Inventory

Site-level profile options

Grade, Actions, and Reasons defined in OPM Quality

Purchasing Integration
Features Drivers - Benefits Feature
PO Special charges replaces Acquisition costs Receiving Open Interface Vendor Managed and Consigned Inventory OPM Quality enhancements

Business Driver

Benefit

Standardized functionality across Process and Discrete Easier integration with 3rd party systems Not available for OPM customers earlier Increased solution footprint

Provide quality feedback to Material acceptance tied to Receiving quality acceptance

Support for multinational organizations

Support for Global Procurement

Increased solution footprint

Order Management Integration

Features Drivers - Benefits
Feature
Reservations Move Orders Integration to WMS

Business Driver
OPM did not support High level reservations Provide equivalent functionality to 11.5.10 To manage complex shipping tasks To support multinational operations Regulatory requirement

Benefit
Ability to reserve supply against demand Streamlined shipping processes Increases the solution footprint Increases the solution footprint Adherence to safety and regulatory requirements

International Drop shipments

Validate returned Lots in RMA

Sub ledger Accounting replaces MAC

OPM Costing with MAC OPM Costing with SLA

Completed material and resource transactions

Completed material and resource transactions

OPM Costing engine generates cost

OPM Costing engine generates cost

Cost Preprocessor creates accounting events MAC processes transactions and creates journals

SLA processes these events to create journal entries

Integrated Manufacturing Planning & Scheduling

Unconstrained* Planning Replaced MRP
ASCP Production Plan
ATP Check Day 1 Day 2 Day 3 8am 12pm 4pm

PS Production Schedules

GOP

Production Plan Org 1, 2, and 3

Multiple facilities Which plant makes what products and when
Execution work orders Process batches, and Lots scheduled detailed activities

Production Schedule Org 1

Schedule a single facility Sequence Production to meet demands on this facility Account for detailed production constraints and come up with an executable schedule

Pre-builds based on capacity shortages Alternate facilities, suppliers and processes

Constrained dependent demands independent demands planned orders

PS Production Schedule Org 2 PS Production Schedule Org 3

17

*Constrained planning require additional license

Migration Deep Dive

Business Rules

11i

12.1

Costing and Planning:

Process is at Warehouse level Discrete is at Inventory Org level Resource Costs are defined at the OPM Organization level All documents are defined at OPM Org (Plant) level Inventory Balances at a Warehouse Level

Costing and Planning is done at the Inventory Org level

OPM Resource Costs are defined at the Inventory Org level. All OPM document are defined at Inventory Org level Inventory Balances at a Inventory Org or SubInventory Level

Organization Structure Changes

OPM Organizations
OPM Company

Set of Books Legal Entity Operating Unit

Plant or Lab

Inventory Org OPM Warehouse Subinventory Additional restrictions for Process Locator

Master Org

Warehouse Location

Existing R11i Org Mapping Example

Process OPMC Company OPME Organization

Discrete OPMUS Set Of Books OPU Operating Unit LE Legal Entity

Warehouse

CWE

Warehouse

RME

Warehouse

FGE

Inventory Org

CWE

Inventory Org

RME

Inventory Org

FGE

Subinventory

CWE

Subinventory

RME

Subinventory

FGE

R12.1 Org Mapping Default Migration

OPM Organization migrates as a new inventory organization and warehouses remain as inventory organizations Interorg transfer required for production
R11i OPMC Company OPME Organization OPUS Ledger LE Legal Entity R12.1 OPU Operating Unit

Inventory Org

OPM

Inventory Org

CWE

Inventory Org

RME

Inventory Org

FGE

Warehouse

CWE

Warehouse

RME

Warehouse

FGE

Subinventory

OPM

Subinventory

CWE

Subinventory

RME

Subinventory

FGE

New Entities

R12.1 Org Mapping Alternate 1

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.
OPUS Ledger LE Legal Entity
Migrate as New

R11i OPMC Company

R12.1 OPU Operating Unit

OPME Organization

Inventory Org Migrate as Subinventory

OPE

CWE

RME

FGE

Warehouse

CWE

Warehouse

RME

Warehouse

FGE

CWE

RME

FGE

CWE

RME

FGE

New Entities

R12.1 Org Mapping Alternate 2

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.

R11i OPMC Company

Migrate as Existing Migrate as Subinventory

OPUS Ledger LE Legal Entity

R12.1 OPU Operating Unit

OPME Organization

Inventory Org

CWE

RME

FGE

Warehouse

CWE

Warehouse

RME

Warehouse

FGE

CWE

RME RME

FGE

Convergence Migration Setup UI:

Organization Tab

R12.1 New Default OnHand Material Status

Convergence Migration Setup UI:

Warehouses Tab

R12 Migration - 3 Phases:

Pre-Migration

Black Out Period

Post-Migration

Get to current release level of Production and Quality Map Organization Structure Migrate Items and Organization Hierarchy Purge Empty Balances Purge Pending Transactions Cleanup data no longer required

Clean-up batches; snapshot of open batches Complete / close transfers Backorder or Ship Sales Orders Run Preliminary Close and Cost Processes Post transactions to OPM Subledger and export to GL

OPM / Financial Data Transformation Re-create Open Batches from Snapshot Optional:
Migrate Regulatory Data Migrate Edit Text to Attachments

Pre-Migrations Steps
Perform when the system is live
11i.7 or Lower: Run the original OPM Process Execution validation Metalink Doc: 376683.1 Map the data using Convergence Migration Setup UI; Apply patch 4563075 Metalink Doc: 376683.1 Run SQL Validation Scripts; Apply patch 4699061 Metalink Doc: 376683.1

11i.6 or Higher: (Optional) Migrate OPM Organizations and items; Apply patch 4582937

11i.8 or Lower: Run the original OPM QC to QM migration and validation Apply patch 5102439

11i.9 or Lower: Create new field Forecast Set on Forecast Header Apply patch 4268525

Update Forecast Headers to have a value entered in Forecast Set

On to Data Migration Steps

Pre-Migration
Items, Orgs, Warehouses, and Addresses
Release 11.5.6 or higher run pre-migration steps Data ensured for accuracy run this migration Saves time during the blackout period Release 11.5.5 or lower cannot run early migration

Inventory
Run OPM Inventory validation script Displays items without auto lot numbering set up Verifies descriptive flexfield setup for duplicates OPM Inventory item master Oracle Inventory item master Displays lot status conflicts Cancel or complete pending transfers Run Preliminary close

Pre-Migration
Process Execution Batches
Clean up erroneous data before migration Release 11.5.8 and below Must run original validation script and correct errors All Releases prior to moving to R12.1 All completed batches must be closed Pending, WIP, FPO auto-recreate in R12.1 Complete Process Batches for Migration snapshot Quality Release 11.5.8 and below Must run original migration validation script (QC to QM) Correct any errors before quality transactions are processed for migration Convergence Migration form Quality Tab Set Stability Studies default Org. code to valid value Before Blackout run validation script verifying it is set properly

Pre-Migration Cost Management and MAC

R 12.1 - OPM Companies are migrated to Legal Entities Ability in Pre-migration to change legal entities
Multiple OPM Companies pointing to same legal entity Choose to migrate companies to their own legal entity Must be done before the migration

If Actual Cost/Lot Cost user run relevant process Post transactions to OPM Subledger and Export to GL Run Cost Management validation script
Checks for unposted inv., resource, closed batch transactions Actual costing looks for active transaction in open period If found raises a warning, must be corrected

Pre-Migration
Regulatory Management

Must run validation script

Checks profile GR: Default Warehouse is not NULL Checks profile FM: Yield Type is not NULL Each Regulatory Item has associated CAS number Ingredients in item conc. table can be converted to Products UOM Script returns log file displaying any failures

Pre-Migration

Order Fulfillment to Order Management

Backorder or ship sales orders that are pick confirmed or staged prior to migration OPM OF users migrate to OM

Process Forecast to Discrete Forecast

Below 11.5.10 must apply patch 4268525 Enter Forecast Set Name for all forecasts to migrate

Planning Data Migration Steps

All users must be logged out of the application

ASCP Users: Review /Correct issues from GMP_APS_Output_TBL GMP_APS_Output_DTL

OPM MRP Users: Review /Correct issues from MR_ACTN_TBL

To Batch Migration

Batches Data Migration Steps

All users must be logged out of the application
11i.7 or Lower: Prepare for the batch snapshot Apply patch 4458028 11i.8 or Higher: Close all batches with a status of Completed Batches Tab: Action >> Mass Batch Close OracleMetalink 376683.1 Capture snapshot of Open Batches Process Batches for Migration Button Prepare for the batch snapshot Apply patch 4458024

On to Logistics Steps

Data Migration Steps

All users must be logged out of the application
From Pre-Migration Complete or cancel pending transfers Apply patch 4350832

OPM/OM Users: Backorder or ship sales orders that are pick confirmed or staged prior to migration

Note: Do not run Final Inventory Close for the period in which you are running the R12.1 upgrade.

Run Preliminary Inventory Close

Data Migration Steps

All users must be logged out of the application
Actual Cost Users: Run Actual Cost Process; Lot Costing Users: Run Lot Cost Process;

All Costing Users: Post transactions to OPM Subledger and export to GL

Note: Once you upgrade you will not be able to post the transactions created prior to the upgrade.

Run GMF Validation Scripts OracleMetalink 376683.1

OPM OF Users: Migrate to Oracle Order Management OracleMetalink 376683.1

On to Post - Migration Steps

Data What is not migrated

Historic Transactions however they are still viewable from the old forms 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.) Inactive items that are not associated to a document such as a batch or formula Discrete organization/item data is not touched during migration

Common Transformations

Updates Org ID, Inv Item ID, Lot Number, UOM columns in NPD, GME, GMP Migrates specifications, samples, and stability studies Migrates GME profiles and WIP entities Migrates item categories and item lot conversions Migrates move orders for Order Management Updates PO shipment line Updates Receiving tables

Post Migration Steps

Complete before you bring your system back up
OPM Data Transformation Apply patch 4689881

View Migration Log and Fix Errors

OPM Financials Data Transformation Apply patch 4690072

Migrate OPM Regulatory data (optional) Apply patch 4688012

Recreate open batches Run Recreate Open Batches

Migrate OPM Edit Text to Attachments Run the GMA: Edit Text Migration

Bring up System and Celebrate a Successful Upgrade

Post-Migration (Blackout)

After Release 12.1 has been installed

All data must be checked to ensure accurate migration Review log files View Migration Log

Rerun migration if necessary

Data not migrated correctly Migration did not complete

Log Viewer

Post-Migration 1st patch

Common Transformation Patch

Run common transformation patch

Updates Org ID, Inv Item ID, Lot Number, UOM columns in NPD, GME, GMP Migrates specifications, samples, and stability studies Migrates GME profiles and WIP entities Migrates item categories and item lot conversions Migrates move orders for Order Management Updates PO shipment line Updates Receiving tables

Post-Migration 2nd patch

Cost Management complete data transformation

Run Cost Management post migration patch

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

Post-Migration 3rd patch

Regulatory Management script

Run Regulatory Management post-migration script

Creates records for regulatory item migration Updates dispatch history records for organization and item Migrates regulatory items to discrete Migrates regulatory standalone formulas to Product Dev.

Post-Migration
Batch Recreation

Run concurrent program

Recreates WIP, Pending, and FPOs Renames old version of the batch appended with a M Creates new batches with the same batch number

Post-Migration
Planning Manual Setup Attributes

Define Item attributes for ASCP

Inventory MRP/MPP Tab, Lead-times Tab

Create Souring Rules

OPM Warehouse, Production, & Transfer Rules not migrated

R-12.1 New Migration Information

Organization Default On Hand Material Status Lot On Hand Material Status, removes Lot Tab Best Practices Document Error Messages Check List Pre-Migration Patches In-Line Migration Patches Oracle Migration Team proposed calls

OPM 11.5.10 to 12.1 Migration Documents

Metalink note 376683.1
OPM Migration Overview and Business Needs Guide OPM Migration Best Practices

This document contains an overview of the OPM Migration process and the business needs that are met by this process. This document contains helpful tips to help ensure that the migration process proceeds as smoothly and as efficiently as possible. 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 Reference Guide

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. 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.

OPM Migration Messages and Technical Reference

The Checklist and Best Practices documents are live documents and will be updated as needed.

R-12.1 Error Messages

Pre-Migration Validation Messages

GMA: System Administration

Migration Name

Message

Comments

Action Needed

Pre-Migration Validation

Value for template organization is missing for organization <ORGANIZATION> Message Type: Error

All of the OPM organizations marked to migrate as New on the Convergence Migration Setup UI must have an associated template organization. Otherwise, an error occurs for all organizations missing the template organization association. An organization cannot be defined as a parent organization of another organization if it has been defined as a child of another organization. This kind of circular reference is not allowed.

Map template organizations for the orgs marked to migrate as New using the UI (OPM System Administration > Convergence Migration Setup)

Pre-Migration Validation

Organization <ORGN_CODE> cannot be defined as a child of <ORGN_CODE2> and also be used a master organization for Organization <ORGN_CODE3>. Message Type: Error

Go to the Convergence Migration Setup form and modify the associations of the organizations.

R-12.1 Check List

1.Preparation
Action Please see Metalink note# 376683.1 for OPM Migration related documents. Review the Best Practices Guide for OPM Migration from 11i to R12.0/12.1 Review the Oracle Process Manufacturing (OPM) Migration Reference Guide Release 11i to 12.1 Action Owner Date Completed Notes

2.Pre-Migration
Action Applicability Applicable Patch and Comments 5750051Abo ve patch fixes data corruption issues with Items that would affect migrating OPM entities. Action Owner Date Completed Notes

Install the latest Datafix patches.

ALL Customers

OPM Customer Migrations Common Errors

Follow the Check List

Pre Migration Validation Scripts Check error log and correct errors

Follow the Check List

Fix errors before running Post Migration Scripts

Follow the Check List

Apply R12.1, R12.2 patches

When all else fails Follow the Check List

Information to Request for Migration SRs

Refer to the OPM Migration Reference/Users Guide and the OPM Migration Messages and Technical Reference For SRs with questions about migration, request the following information:
A copy of the Migration Checklist, indicating the steps taken and where you currently are in the migration process A dump of the migration log file, containing the error messages and parameters data that are required for resolution For Re-Create Batch, the concurrent request log file. Screen shots of the convergence migration form

NOTE: Some of the migration scripts can be re-run after post migration to help diagnose issues. These include item migration, balance migration, and data transformation scripts.

Oracle Migration Team Proposed Calls

Oracle Development group Support group Strategy Product Management Customer

Before you begin the Migration Process

Arrange for your call Contact russell.bayles.jr@oracle.com 914-524-1606

OPM R12.x Customer Update

Live OPM 85 New Installs 65 Upgrades 20

Current R12 Implementations: New R12 in progress - 113 Upgrading - 31

OPM Customer Migrations/Re-implementations Migration

Most customers have chosen to migrate Not making major changes Currently 3 have migrated using OPM scripts For 2010 9 are currently in the process of upgrading 2 companies chose to re-implement 11.5.5 no patches wanted to change formula structure, add recipes Lessons learned from initial set ups in GEMMS Bringing up foreign operation Changing chart of accounts (advised by consulting firm) Simplify item structure Current hardware wouldnt support production & running upgrade scripts

Re-implementation reasons

Q U E S T I O N S A N S W E R S

Recommended Manufacturing Sessions: