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Understanding the OPM 11.5.10 to R12 Data Migration Process

Melanie Grosser, Oracle EBS Process Manufacturing Applications Architect

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.

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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

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 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. 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 Reference Guide

OPM Migration Checklist

OPM Migration Messages and Technical Reference

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

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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Warehouse Mapping Considerations

The following should be considered when deciding whether to migrate a warehouse as an inventory organization or a subinventory.

11i

12

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 and SubInventory Level

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Organization and Warehouse Mapping

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

OPM
Inventory Org

CWE
Inventory Org

RME
Inventory Org

FGE
Inventory Org

CWE
Warehouse

RME
Warehouse

FGE
Warehouse

OPM
Subinventory

CWE
Subinventory

RME
Subinventory

FGE
Subinventory

New Entities

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Organization and Warehouse Mapping

Alternate Example 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.

R11i OPMC Company
Migrate as New

OPUS Ledger
LE Legal Entity

R12 OPU Operating Unit

OPME Organization

OPE
Inventory Org

CWE

RME

FGE

Migrate as Subinventory

CWE
Warehouse

RME
Warehouse

FGE
Warehouse

CWE

RME

FGE

CWE

RME

FGE

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New Entities

Organization and Warehouse Mapping

Alternate Example 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 OPU Operating Unit

OPME Organization

CWE
Inventory Org

RME

FGE

CWE
Warehouse

RME
Warehouse

FGE
Warehouse

CWE

RME RME

FGE

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Data - What is and isnt migrated?

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

Logistics Migration

New Product Development Migration

Process Execution Migration

Process Quality Migration

Planning Migration

Costing Migration

Regulatory Migration

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Open Batch and FPO Migration Process

Only documents in a Pending or WIP status can be included in the snapshot. Batches that are not included in the snapshot (recreated) cannot be transacted in R12.

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

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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

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

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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

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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
Organizations (Optional) Warehouses Locations Items (Optional) (Optional) (Optional)

Discrete Inventory
Organizations Organizations and/or Subinventories Stock Locators Master Items and Organization Items

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OPM Inventory Data Migration

In-Line Phase
. OPM Inventory
Reason Codes Organizations Warehouses Locations Items Action Codes Grades Lot Statuses Inventory Types Lots/Sublots (lot_id) Lot Specific Conversions Inventory Balances

Discrete Inventory
Transaction Reasons Organizations Organizations and/or Subinventories Stock Locators Master Items and Organization Items Action Codes Grades Material Statuses Item Types Organization specific Parent Lots/Lots (no id reference key element is lot_number) Lot Specific Conversions Inventory Balances

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OPM Regulatory Data Migration

Post-Migration Phase
. OPM Regulatory
Regulatory Items Standalone Regulatory Formulas Master Item Associations Hazard Classifications UN Numbers Item Version Primary CAS Number

Discrete Inventory
Master Items and Organization Items Formulas and Recipes Item Relationships PO Hazard Classes PO UN Numbers Item Revisions CAS Number

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OPM Planning Data Migration

In-Line Phase
. OPM Planning
Forecasts

ASCP
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
Organization ID Item ID Lot ID UM Code (4 Character)

Discrete Inventory
Org ID Inventory Item ID Lot Number UOM Code (3 Character)

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OPM GMD-NPD Data Migration

In-Line Phase
. OPM GMD-NPD 11i
New Product Development Profiles Options Recipe Owner/Master Org

OPM GMD-NPD 12.1

New Product Development Parameters Recipe Types (General/Site/Master)

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OPM GMD-Quality Data Migration

In-Line Phase
. OPM GMD-Quality 11i
OPM GMD-Quality Profiles Options Stability Studies Quality Actions Grades

Discrete Inventory/OPM GMDQuality 12.1

OPM GMD-Quality Parameters Organization Specific Stability Studies Action Codes Grades

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OPM Process Execution Data Migration

In-Line Phase
. OPM GMD-Quality 11i
OPM Process Profiles Options

Discrete Inventory/OPM GMDQuality 12.1

OPM Process Parameters

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OPM Process Execution Data Migration

Pre-Migration Phase
. OPM GMD-Quality 11i
Open Batches

Discrete Inventory/OPM GMDQuality 12.1

Batch Snapshot

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OPM Process Execution Data Migration

Post-Migration Phase
. OPM Process Execution 11i
Snapshot of Open Batches Specifications, Samples, Results against batches Quality Actions Grades

Discrete Inventory/OPM Process Execution

Renames Old Batches, Recreates Open Batches Specifications, Samples, Results updated based upon new batches/ids. Action Codes 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

The following seed data entities in OPM MAC will be migrated to SLA seed data as shown. MAC Seed Data
Events, Sub-Events

SLA Seed Data

SLA Event Entities, SLA Event Entity Classes, SLA Event Types

Sources
Account Titles Sub-Event Account Title Templates Account Unit Mappings & Account Mappings (per account title) Account Selection Priorities

SLA Process Categories

Journal Line Types (JLT) as well as TAB definitions. Application Accounting Definitions (AAD) Account Derivation Rules (ADR) (per JLT) 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 Transaction Account Builder (TAB) function

Test Mapping

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OPM Costing Data Migration

Order of Migration Dependencies

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Inventory Migration
Action Codes Grades Category Sets Inventory Types Lot Status

Org/Whse/ Locations Item Upgrade

Item Categories Lot Conversions Process to Discrete Transfer Calls Inventory Balance Calls Item & Lot Migration

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