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© Copyright 2015. Apps Associates LLC. 1
Everything You Need to Know About Cloud ERP Migrations/Reporting
Sreekanth Bodagala Senior Consultant Apps Associates LLC
December 14, 2015
© Copyright 2015. Apps Associates LLC. 2
Confidentiality Statement
The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.
© Copyright 2015. Apps Associates LLC. 3
Agenda
• Introduction to Apps Associates
• Pros & Cons of Oracle On-Premise ERP & Oracle Cloud ERP
• Data Integration & Import
– Upload Options
– Flat File-Based Data Interface Upload (FBDI)
• Difference – Data Conversions in Oracle Cloud & Oracle EBS (11i & R12)
• Report Customization Process
• Difference – Report customizations in Oracle Cloud & Oracle EBS (11i & R12)
• Q&A
© Copyright 2015. Apps Associates LLC. 4
About Apps Associates
• Global Reach, Broad Service Profile
– Founded in 2002, 650+ employees
– US, Europe, India, Middle East
– Service Offerings: Applications, CRM, Analytics, EPM, Cloud, Middleware, Application Development, Application and Infrastructure Managed Services
• Significant Capabilities
– Cloud (IaaS, PaaS, SaaS)
– Business Process and System Integration
– Analytics and Big Data
• Strategic Partnerships, Certifications, Credentials
– Oracle Platinum Partner
– AWS Advanced Consulting Partner
– Salesforce Cloud Alliance Partner
– MuleSoft Partner
© Copyright 2015. Apps Associates LLC. 5
Applications
Oracle EBS
Salesforce.com
Fusion Apps
Project Accounting
Business Intelligence / EPM
OBIEE/BI Apps
Hyperion/Essbase
Exalytics
Exadata
BICS, Endeca
Technology Services
Fusion Middleware
AIA/SOA
ADF
Microsoft Services
SharePoint
.NET Application Development
Infrastructure Services
DBA
Sys admin
Cloud Hosting
Middleware Admin
Security Solutions
High Availability
Product Development
Industry Solutions
ShipConsole
Freight Shopping
Customs Doc.
• Assessments, Implementations, Upgrades, Migrations Project Services
• Managed Services and Staff Augmentation Support Services
• PMF, CMMI Certification, ITIL Methodologies, SSAE16/SAS70 Type II Quality Assurance
Competencies and Capabilities
© Copyright 2015. Apps Associates LLC. 6
Multi-Pillar Competencies & Partnerships
Enterprise Applications
Analytics Integration & Custom Dev
Product Development
IaaS
• Our Products ShipConsole Photo capture app
• ERP • Planning
• BI • Big Data / High-
Volume Data Sets
• Dev to Client Reqs • Business Process
Integration
• Cloud Adoption • Managed Services
Strategic Partnerships & Certifications
2011 2015 2012 2014 2002
Centers of Excellence
© Copyright 2015. Apps Associates LLC. 7
Is the Cloud Right for You?
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Pros & Cons
Pros Cons
On-Premises ERP • More control over data and security • No monthly subscription fees • Customized to meet your needs
• Hardware or hosting provider fees • Costly software upgrades • Annual maintenance fees • Support costs
Cloud ERP
• Lower initial investment • No hardware or software to install • Continual, automatic upgrades and
faster installation
• Reduced opportunity for customization • Annual fees result in higher long-term
cost for licenses and support
© Copyright 2015. Apps Associates LLC. 9
Data Integration & Import
© Copyright 2015. Apps Associates LLC. 10
Data Integration Options
• Application Development Framework Desktop Integration (ADFdi)
• Flat File Based Data Interface (FBDI)
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ADF Desktop Integration
Application Development Framework Desktop Integration (ADFdi)
• Recommended for low to medium volume data
• Uses MS Excel as an interface to access and import data into Fusion Applications
• Supports descriptive flex field (DFF) and key flex field data
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Flat File Based Data Interface
Flat File Based Data Interface (FBDI)
• Recommended for high volume data import
• Loads data from flat files that are placed on a secure FTP server into interface tables
• Enterprise Scheduler Service (ESS) Jobs move data to Fusion Applications base tables
• Interface tables and the processing job descriptions can be found in Oracle Enterprise Repository (OER)
© Copyright 2015. Apps Associates LLC. 13
Data Integration & Import
Steps to follow for each conversion objects:
Download template from Oracle Enterprise Repository (OER)
Prepare Data conversion file & generate .csv & .zip files
Upload the zip file to Oracle Cloud
Login to Fusion Applications
Submit the Load Interface File for Import process
Submit the product specific import job
Review output file for any errors
© Copyright 2015. Apps Associates LLC. 14
Process Flow Diagram
Download the File Import Template
Import data to application table using
import Job
Correct data in interface table using ADFdi spread
sheet
Load Process Purges Interface table
Correct data in data file
Prepare data File using Template
Upload file to Universal Content Management
Load data to interface table
Errors?
Data successfully uploaded to product
tables
Errors?
No
Yes No
Yes
Start
End
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Step 1: Download Templates from OER
1. https://fusionappsoer.oracle.com/oer/index.jsp
2. Login as Guest User (no password required but need MOS account)
3. Type : Select “File Based Data Import”
4. Product Family: “Procurement”
5. Version: Select version (e.g. 11.1.9.0.0)
6. Select Details Tab 7. Select Spreadsheet
Template link
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Step 2(a): Prepare Data
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Step 2(b): Generate .csv and Zip File(s)
Filenames are of the following format: • Interface table names are in bookcase format. For
example: POZ_SUPPLIERS_INT will have a .csv (comma separated value) file with name PozSuppliersInt.csv
© Copyright 2015. Apps Associates LLC. 18
3(a): Login to Fusion Applications
• Navigate to File Import and Export
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3(b): Upload .zip file to Oracle Cloud
• Click on Create Upload • Browse local drive to select
.zip file created in Step 2(b) • Select Account –
prc/supplier/import • Save and Close
© Copyright 2015. Apps Associates LLC. 20
Step 4: Submit Load Interface File for Import
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Step 4: Cont’d
• Click Navigator -> Tools -> Scheduled Process
• Select ESS Job ‘Load Interface File for Import’
• Select the Import Process ‘Import Supplier’ and your zip file uploaded in the previous step
Submits 2 Child ESS jobs • Transfer File • Load File to Interface
© Copyright 2015. Apps Associates LLC. 22
Step 5: Submit Product Specific Import Job
• Submit ‘Import Supplier’ ESS Job
© Copyright 2015. Apps Associates LLC. 23
Step 4: Submit Load Interface File for Import
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Review Load Interface Process to Check Status
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Sample Output
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Troubleshoot
Review Log and Outputs of ESS Jobs
Log File
Bad File
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Troubleshoot
Log File: Output File:
Error Report:
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Key Things to Remember
• Changes to .csv files could result in the following errors:
– Invalid data format
• Resolution:
– Verify data in all columns of the Excel file i.e. Check date format, ensure Numeric columns do not have character data and so on
• No metadata found
– Resolution:
• Ensure no changes are made to the .csv file names. The files need to be generated as is.
© Copyright 2015. Apps Associates LLC. 29
Process Flow Diagram
Download the File Import Template
Import data to application table using
import Job
Correct data in interface table using ADFdi spread
sheet
Load Process Purges Interface table
Correct data in data file
Prepare data File using Template
Upload file to Universal Content Management
Load data to interface table
Errors?
Data successfully uploaded to product
tables
Errors?
No
Yes No
Yes
Start
End
© Copyright 2015. Apps Associates LLC. 30
Supplier Import Objects List
XLSM Template Name Import Process Navigation SupplierAddressImportTemplate.xlsm Import Supplier Addresses Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Addresses
SupplierSiteImportTemplate.xlsm Import Supplier Sites Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Sites
SupplierSiteAssignmentImportTemplate.xlsm
Import Supplier Site Assignments
Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Site Assignments
SupplierContactImportTemplate.xlsm Import Supplier Contacts Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Contacts
SupplierBusinessClassificationImportTemplate.xlsm
Import Supplier Business Classifications
Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Business Classifications
SupplierProductsandServicesCategoryImportTemplate.xlsm
Import Supplier Products and Services Categories
Navigator -> Procurement -> Suppliers Click on Import Supplier on Tasks(It opens Import Supplier Page) Import -> Supplier Products and Services Categories
© Copyright 2015. Apps Associates LLC. 31
Supplier Import as an Example
Import Processes
• Suppliers
• Supplier Sites
• Supplier Address
• Supplier Site Assignments
• Supplier Contacts
• Supplier Business Classifications
• Supplier Products and Services Categories
Interface Tables
• POZ_SUPPLIERS_INT
• POZ_SUPPLIER_SITES_INT
• POZ_SUP_ADDRESSES_INT
• POZ_SITE_ASSIGNMENTS_INT
• POZ_SUP_CONTACTS_INT
• POZ_SUP_CONTACT_ADDRESSES_INT
• POZ_SUP_BUS_CLASS_INT
• POZ_SUP_PROD_SERV_INT
© Copyright 2015. Apps Associates LLC. 32
Differences in Conversions
Traditional Oracle Cloud
Coding Required
Limited Data Handling
Ability for Business Users to load large volumes of data
No need for DB access to developers during Go-live
Automated Error Report Generation
Dependency on developers
Pre-built templates delivered by Oracle
© Copyright 2015. Apps Associates LLC. 33
Report Customizations
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Report Customizations in Oracle Cloud
Examples of Customizations:
• Modify/Add logo to the report header
• Add new fields to the report (Bill Party ID and Ship Party ID)
Before: After:
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Report Customizations in Oracle Cloud
• Navigate to ‘Tools -> Report and Analysis’
• Expand ‘Shared Folders -> Financials -> Receivables -> Bill Presentment’
• Click ‘Expand’ on the ‘Data Models
• Click edit on ‘Transactions Print Data Model’
© Copyright 2015. Apps Associates LLC. 36
• Drill down the ‘Data Model -> Data Sets -> Header’ and click on ‘G_Header’ and click the ‘Edit’ button
• Update the query to add the columns and click ‘Ok’
Report Customizations in Oracle Cloud
© Copyright 2015. Apps Associates LLC. 37
Report Customizations in Oracle Cloud
• Modify the report layout to update logo and add new fields – Navigate to ‘Catalog’ -> then ‘Billing’ From the Shared Folder screen and click on
‘Billing History Report’ file
– On next screen click ‘Edit’ and save the .rtf (Rich Text
Format) file to your local machine
© Copyright 2015. Apps Associates LLC. 38
Report Customizations in Oracle Cloud
• Modify the report layout, save it to local machine and upload it as a new layout
– To modify the layout open the .rtf file, copy
and paste the new logo and add the two new
fields
• Click ‘Add New Layout’ and select ‘Upload’ and
attach the modified file to the new layout
© Copyright 2015. Apps Associates LLC. 39
Report Output
Before Change After Changes
© Copyright 2015. Apps Associates LLC. 40
Difference between Report Customizations Oracle Cloud & Oracle EBS (11i & R12)
Traditional Oracle Cloud
Ease of use
Limited Developer Skills
Traditional RDF Reports
Ease of Deploying Report User Interface(UI) Changes
Dashboard style reporting out of the box
Database access for Developers
© Copyright 2015. Apps Associates LLC. 41
Other Advantages of Oracle Cloud
• Reduction of IT intricacies via a pre-configured, strong tight-knit system that is managed by Oracle
• Worry Free Patching process
• Customers do not need to have large and/or specialized IT teams/departments
• Customers do not need to invest in specialized hardware to implement the system
• Allows for a lot of flexibility towards procuring and utilizing IT solutions
© Copyright 2015. Apps Associates LLC. 42
Connect with Us
Web: www.appsassociates.com
Email: [email protected]
YouTube: www.youtube.com/user/AppsAssociates
LinkedIn: www.us.linkedin.com/company/Apps-Associates
Twitter: www.twitter.com/AppsAssociates
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Thank You!