Download - Migration Checklist
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Checklist for Process Manufacturing Migration from Release 11.5.10 to R12.1 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 Version Mar 16, 2012 3.9
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1. 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, successful migration. Action Action Owner Date Completed Notes
1.1. Please see Metalink note#
376683.1 for OPM Migration related
documents.
1.2. Review the Best Practices Guide
for OPM Migration from 11i to
R12.1
1.3. Review the Oracle Process
Manufacturing (OPM) Migration
Reference Guide – Release 11i to
12.1
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2. Pre-Migration If you have not already done so, you must complete the preparation steps listed above prior to continuing on to this section. The following steps are performed while the system is still available for use by end-users. The steps must be performed in the order presented and before you continue with the other tasks in subsequent sections. 2. Action Applicability Applicable
Patch and
Comments
Action Owner Date
Completed
Notes
2.1. Install the latest Datafix
patches.
ALL Customers 5750051 Above patch fixes data corruption issues with Items that would affect migrating OPM entities.
2.2. Map the data using the
Convergence Migration
Setup user interface,
which is available in the
OPM System
Administration
Responsibility.
ALL Customers Apply following patches if migrating to 12.0 • 4563075 • 7582494 Apply following patches if migrating to 12.1 • 4563075 • 6694260 • 10302784
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2. Action Applicability Applicable
Patch and
Comments
Action Owner Date
Completed
Notes
2.3. Execute Actual SubLedger
Update
ALL Customers
2.4. Execute GL Export ALL Customers
2.5. Execute Journal Import ALL Customers
2.6. Set up INV and IVA
accounts at the
organizations level, as this
is required for migrating
Inventory balances.
ALL Customers The Process to Discrete Inventory Transfer functionality is leveraged for Inventory balance migartion.
2.7. Update Forecast Headers
to have a value entered in
Forecast Set.
All Customers Only those forecasts that have a value in this field will be migrated.
2.8. Run the Pre-Migration
Validation script.
ALL Customers 4699061 and follow the instructions from the README, as the application of the patch does not automatically run the validation scripts. Additonally, apply patch 6696828 if migrating to 12.1
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2. Action Applicability Applicable
Patch and
Comments
Action Owner Date
Completed
Notes
2.9. Check the Migration Log
User Interface or check
log table for errors and/or
applicable warning
messages.
If none are found, proceed
directly to step 2.11
ALL Customers
2.10 Take the appropriate
corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Migration Messages
and Technical Reference
for the required actions.
When completed, repeat
step 2.9
ALL Customers
2.11 (Optional) Migrate all
organizations and items.
ALL Customers 4582937 and follow the instructions from README
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2. Action Applicability Applicable
Patch and
Comments
Action Owner Date
Completed
Notes
2.12 If step 2.11 was executed,
check the Migration Log
User Interface, or check
log table for errors and/or
applicable warning
messages. If step 2.11
was NOT executed or no
errors are found, the OPM
Pre-Migration steps section
is complete.
ALL Customers
2.13 Take the appropriate
corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Migration Messages
and Technical Reference
for the required actions.
When completed, go to
step 2.12 and repeat.
ALL Customers
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3. Blackout phase – Prior To Upgrade Patch Installation The pre-migration steps listed above MUST be completed prior to beginning this section. There should be no unresolved errors from the pre-migration phase. If errors exist from pre-migration, take the necessary actions to correct them before proceeding. 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 12.1 Upgrade. The steps must be performed in the order presented and before continuing with the other tasks in subsequent sections. 3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
3.1. Disable any and all
custom code and or
triggers before
migration.
ALL Customers
3.2. Turn off Formula
Security.
ALL Customers
3.3. For ALL existing
Discrete Inventory
Organizations, ensure
that Lot uniqueness is
ALL Customers
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3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
set to ‘NO’.
3.4. Review, act upon, and
dispose of information
in Oracle ASCP
interface tables
Customers using ASCP
Review, 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
3.5. Review, act upon, and
dispose of information
in the OPM MRP
interface table
ALL Customers using OPM MRP
Review, act upon, and dispose of the information provided in the OPM interface table MR_ACTN_TBL. This is important as user will be moving from using MRP to ASCP Unconstrained.
3.6. If there are no open
batches then go to 3.9
Prepare for the batch
snapshot
ALL Customers Apply patch 12790235. A snapshot must be taken to recreate all the open batches after the upgrade.
3.7. Navigate to the
Migration Setup User
Interface Batches tab.
Choose Mass Batch
Close from the Action
menu to close all
batches with a status of
Completed.
ALL Customers
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3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
3.8. If there are no open
batches then go to 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
ALL Customers
3.9. Complete or cancel all
pending transfers
ALL Customers Refer to the OPM Inventory Management User’s Guide for details on how to complete a pending transfer or, apply patch 4350832 to cancel pending transfers
3.10 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
If these order lines are not shipped prior to migration, then only backordering prior to migration will make these order lines visible for updates to Oracle Inventory.
3.11 Run Preliminary
Inventory Close Process
ALL Customers Do not run Final Inventory Close for the period in which you are running the R12 upgrade.
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3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
for all warehouses
under all the OPM
Companies.
3.12 Post inventory &
resource transactions
to OPM Subledger and
export to GL.
Customers using Standard Costing
Run the OPM Subledger Update, OPM GL Export, and General Ledger Journal Import. Refer to the OPM Manufacturing Accounting Controller User’s Guide & Oracle General Ledger User's Guide for further details. Once you upgrade you will not be able to post the transactions created prior to the upgrade.
3.13 Run Actual Cost
Process to calculate the
cost and then post
inventory & resource
transactions to OPM
Subledger and export
to GL. Also see note
below.
Customers using Actual Costing
Run the OPM Actual Cost Process, OPM Cost Update Process, OPM Subledger Update, OPM GL Export, and General Ledger Journal Import. Refer to the OPM Manufacturing Accounting Controller User’s Guide & Oracle General Ledger User's Guide for further details. After you upgrade you will not be able to post the transactions created prior to the upgrade.
3.14 Review Note at the end
of this document about
actual costing
Customers using Actual Costing
3.15 Run Lot Cost Process to
calculate the cost and
Customers using Lot Costing
Run the OPM Lot Cost Process, OPM Cost Update Process, OPM Subledger Update, OPM GL Export,
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3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
then post inventory &
resource transactions
to OPM Subledger and
export to GL.
and General Ledger Journal Import. Refer to the OPM Manufacturing Accounting Controller User’s Guide & Oracle General Ledger User's Guide for further details. Once you upgrade you will not be able to post the transactions created prior to the upgrade.
3.16 Review Note at the end
of this document about
Lot costing.
Customers using Lot Costing
3.17 Run the GMF validation
scripts
ALL Customers Run the script GMAR12VAL.sql with the parameter value set to ‘GMF’ Refer to document Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for details.
3.18 OPM Order Fulfillment
to Oracle Order
Management migration
Customers using OPM Order Fulfillment
Refer to document OPM Migration Reference Guide, Release 12.1 for further details
3.19 Check the Migration
Log User Interface or
check log table for
errors and/or applicable
ALL Customers .
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3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
warning messages. If
none are found, go to
step 3.21.
3.20 Refer to the Oracle
Process Manufacturing
(OPM) Migration
Release 11i to 12.1
Migration Messages
and Technical
Reference for the
required actions. After
taking corrective
actions, go to step 3.19
ALL Customers
3.21 Apply the latest
additional OPM In-Line
Migration patches in
pre-install mode just
before applying the
upgrade driver.
ALL Customers Apply following patches if migrating to 12.0 • 7513308:R12.INV.A • 8363586:R12.INV.A • 9143261:R12.INV.A • 9403348:R12.INV.A • 8359386:R12.GMI.A • 10332854:R12.GME.A Apply following patches if migrating to 12.1. All these patches can be merged using admerge.
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3. Action Applicability Applicable patch and
Comments
Action
Owner
Date
Completed
Notes
• 8359386:R12.GMI.B • 13335019:R12.GMI.B
• 13397299:R12.INV.B • 9143261:R12.INV.B • 9560244:R12.ITM.C • 9893621:R12:INV.B • 11887554:R12.INV.B • 12387835:R12.INV.B • 11767692:R12.GMD.B • 12422840:R12.GMD.B • 10332854:R12.GME.B • 12591257:R12.INV.B • 12591131:R12.PO.B • 12879278:R12.GMD.B • 13243594:R12.GML.B • 13243968:R12.INV.B • 13856969:R12.GMF.B
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4. Post-Migration
Perform the following steps after the application of the 12.1 Upgrade and before bringing the system back up and allowing users to log on. The steps must be performed in the order presented. 4. Action Applicability Applicable patch and
comments
Action Owner Date
Completed
Notes
4.1. If adworker failed for any
OPM script, go to My
Oracle Support to check
for any new patches or
workarounds that exist
for a failure in the in-line
phase. If none are found,
log a service request.
ALL Customers Refer to the Oracle Process Manufacturing (OPM) Migration Release 11i to 12.1 Migration Messages and Technical Reference for details on running failed scripts.
4.2. Check the Migration Log
User Interface or check
log table for errors and/or
applicable warning
messages. If none are
found, go to step 4.4
ALL Customers
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4. Action Applicability Applicable patch and
comments
Action Owner Date
Completed
Notes
4.3. Refer to the Oracle
Process Manufacturing
(OPM) Migration Release
11i to 12.1 Migration
Messages and Technical
Reference for the
required actions. After
taking corrective actions,
go to step 4.2
ALL Customers
4.4. Run OPM Data
Transformation
ALL Customers If migrating to 12.0 apply following patches in the order mentioned 1. 6677022 If migrating to 12.1 apply following patch 13846646:R12.GMA.B These patches will transform the organization_id, inventory_item_id, lot_number, and uom columns in GMD,GME, GME OM WSH, PO, and RCV.
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4. Action Applicability Applicable patch and
comments
Action Owner Date
Completed
Notes
4.5. Run OPM Financials Data
Transformation
ALL Customers Apply following patch if migrating to 12.0
4690072 Apply following patch if migrating to 12.1 13801023:R12.GMF.B Above patches will perform following migrations: • Transformation of organization_id, inventory_item_id, uom, lot_number, and uom columns in the OPM Financials tables • Migration of OPM financials data
4.6. Migrate OPM Regulatory
data
Customers using OPM Regulatory Management
Apply patch 4688012
4.7. Apply patches required
for reopening batches.
ALL Customers Apply the following patches if migrating to 12.0 • 9090024:R12.GME.A • 9170460:R12.GME.A Apply the following patches if migrating to 12.1 • 12966683:R12.GME.B • 9170460:R12.GME.B
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4. Action Applicability Applicable patch and
comments
Action Owner Date
Completed
Notes
4.8. Recreate open batches ALL Customers Run the Process Execution Migration Recreate Open Batches concurrent program based on the snapshot captured during pre-migration.
4.9. Migrate OPM Edit Text to
attachments
ALL Customers Run the GMA: Edit Text Migration concurrent program to migrate the OPM Edit Text to attachments for the organizations, items, lots, grades, and reason codes. Refer to the OPM System Administration User’s Guide for details
4.10 Check the Migration Log
User Interface or check
log table for errors and
or/applicable warning
messages. If none are
found, proceed directly to
step 4.12
ALL Customers
4.11 Refer to the Oracle
Process Manufacturing
(OPM) Migration Release
11i to 12.1 Migration
Messages and Technical
ALL Customers
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4. Action Applicability Applicable patch and
comments
Action Owner Date
Completed
Notes
Reference for the
required actions. After
taking corrective actions,
repeat step 4.10
4.12 Update items attributes
for MRP/MPS and Lead
times for migrated items
for ASCP planning.
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. 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.
4.13 Apply additional post migration patches
ALL Customers Apply following patch if migrating to 12.0 • 8968112:R12.GML.A Apply following patch if migrating to 12.1 • 8968112:R12.GML.B
4.14 Validate various business flows to ensure that the OPM data transformation process completed successfully.
ALL Customers
4.15. (Optional) Migrate Un-Migrated Items
Optional Follow the instructions in the README for patch
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4. Action Applicability Applicable patch and
comments
Action Owner Date
Completed
Notes
10405668:R12.INV.B. There is no need to apply the patch, as the required code has already been applied. Migration process does not migrate items that are not in use (e.g. no on-hand balance, not used in formula etc.) This step will provide the ability to update these organization items if required.
Note for Actual Costing Users only: After you upgrade to Release 12.1, the Actual Cost program in Release 12.1 will only recognize transactions under process organizations that are recorded in Oracle Inventory. In other words, the average cost calculations after the upgrade will not recognize the transactions created in the 11i OPM Inventory system. As a result, 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. If possible, consider upgrading to R12.1 at the beginning of a costing period. By doing so, you can ensure that the majority of the transactions in that period are recorded in Release 12.1. Upgrading at the beginning of the costing period will therefore result in a more accurate average cost when you run the Release 12.1 OPM Actual Cost Process. Note for Lot Cost Simulation Users: If you are using Lot Costs as an additional costing method for simulation purposes, you must run the Lot Cost process in final mode before migration. Otherwise, the costs created in test mode may be overwritten when you run the process again in Release 12.1