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First Draft Reformatting / Updates Review with R2R Team Review with Scott R and GRC Team Additional Updates Additional Updates Review with P2P Team Review with O2C Team Review with P2I Team Updates for Shri Additional email updates Additional email updates Additional Updates and formatting Additional email updates Additiona email updates and BSA feedback Additional updates Added new tasks Updated existing tasks Updated timings & dependencies Reviewed with Shri,Joanne and Carlos Reviewed with BSAs+othe leads Reviewed data cleanup with team Modified High level plan Review with the team - evening meeting Additional Updates - based on emails Additional updated by Sethu Additional updated by Shri Review with the team - noon meeting Reviewed with team-PM Mtg Reviewed with team-Noon mtg Updates based on 7/15 review Updates based on 7/15 review Updates based on 7/16 review Updates after meeting with the Project team Updates to high level Plan Updates to detailed plan - additional activities Updates to start dates Additional updates /emails Status Update - 6pm
over Plan
Cutover Planning Status Action Item
Reformat and consolidate cutover plan Add data validation for each data element Correct PER Instance to PRD GL Mapping - de-duplicate APPS password control for PRD instance Reconcile cutover steps from the emails to Kurt Review Cutover Plan with GRC Review Cutover Plan with R2R and A2R Review Cutover Plan with P2P Review Cutover Plan with P2I Review Cutover Plan with O2C - # 1 Update the conversion duration Clarify reversal of entries - between subledger and GL Detailed step for each conversion to be documented separately Reconciliation of data - templates , including signoff Plan for User control - Controlled application release Migration - Detailed steps Updates from EMEA Ownership matrix Determine cutover window and communicate to Business Review Cutover Plan with O2C - # 2 Determine need for review Cutover Plan with C2C Review with Joanne and Carlos Update Full names of the owners Add Cliffords's items to the cutover plan Add resource name and determine the resource contention Duration and dependencies - confirm and revisit Ghant chart / high level timeline Review with International Team Review with boundary applications
Date
By
Status
STATUS Code Migration of all objects to GOLD Complete. Chart of Accounts conversion - BB Complete Data Clean up HRMS System -Employee Charge code changes frozen User ID creation / responsibility assignment for conversion (batch 1) Employees conversion(includes preparation work for business) User conversion Responsibilities / User - resp. assignment - conversion - (batch 2) GL Balance - up to Jun 2010 - conversion Items Suppliers and Banks Last day for creating PO in 11i Close AP , PO periods PO - Manual AP Invoice / transactions Close FA Book FA conversion Last day to submit expenses -7/23 and approve expenses 7/26 Customer conversion Customers-Delta / post cutover updates Resources conversion Last day for auto ordering (for Oracle orders) + freeze on quoting/pricing Process July orders through Oracle - All 11i entities Close A/R and Deferred Revenue for July -All 11i entities HW Reallocation from 11i to R12 - Outage for both 11i and R12PRD Convert July invoices - A/R and Deferred - Entity by Entity - oracle entities Run Create Accounting - Oracle entities (after invoice conversion) Receipts (Payments) conversion - Entity by Entity - oracle entities Run Create Accounting - Oracle entities (after receipts conversion) A/R Validation - As conversion is completed - Entity by Entity - oracle Deferred Revenue Validation - Entity by Entity as conversion is completed Close AR Jul 2010 Period in R12 (entity by entity) and Open Aug period R12 rollout - A/R Entity by Entity as conv and validation is completed Price List SIEBEL application - Offline (R12 one time update) Update SIEBEL (one time update from R12) R12 rollout - PO, A/P, FA - All oracle entities - GO LIVE R12 rollout - Enter orders into OM - All oracle entities - GO LIVE R12 rollout - iProc- Oracle entities - GO LIVE R12 rollout - iExp - Oracle entities - GO LIVE Close GL - All entities 11i - Jul 2010 GL Balance - for Jul 2010 - conversion R12 rollout - GL - All entities Last day for Expense, Supplier invoices and all time cards (manual & Oracle) Last day for approving time cards (Projects) Last day for receiving PS orders Close PA period in 11i Projects and tasks conversion Project Cost conversion Create accounting for Project Cost Project Budget conversion Project Revenue conversion Create accounting for Project Revenue Project Invoice conversion R12 rollout - Projects - GO LIVE OTL Go live
Remarks
End Date/Time Count of Task # Row Labels Business Action Command center action Communication Configuration Data Cleanup Data Conversion Data Validation Infrastructure Migration PRD Data update System Admin Grand Total
Completed
Count of Task # Row Labels Shridhar Prabhu Mary Beth Pierre Pregent Arun Sabarajan Brooke Gillespie David Rego Derrick Beard Kent Wiese Allen Wang Naveen Singh Niladri Banerjee Paula Green Erin Kubiak Theretta King Elizabeth Gonzalez Saravanan Dhanasekaren Scott Reasoner Robin Southworth Carlos Casanova Clifford Turner Vipul Shah Jizhong Ma Kurt Zimmerman Evan & Paula Upender Prasad Marjan Ainechi Rich Jensen Brooke Gillespie/ Katie Park TBD Rakesh Choudhary Shridhar Prabhu, Pierre Pregent Katie Park Joanne Doyle Low Taylor Edward Tan Lori Warner Evan Yamoto Linda Hacinliyan Saravanan/Rakesh Scott Parnell Linda Hacinliyan Prabhakar Dwivedi Dan W
Tanushri Saha, Joydeep Sinha Pennee Raffetto, Paula Green Theretta King, Edward Tan Greg Kent Chakradhar Vanka Olga Arunava Saha PPrabhakar Dwivedi, Saravanan Dhanashekaran, Rakesh Choudhary Scott Ornstein Grace Tan Laura Moore Sridhar Swaminathan Lori West, Marc Bourauel Alastair Doe Lori West, Enrico DAmico, Claudia Gonzales, Linda Hoyos Bedabrata Bhattacharjee Lori West Clifford Turner, Lori Warner Heather Sethu Rajagopalan, Kurt Zimmerman Miranda Howe Evan Yamoto & Pat Jon Brian / Mark B Lily Li Scott Ornstein(PO / Requisitions), Lori West (AP), Mark White (Intl) Theretta King, Pat Luis Jean Lee Laura Moore, Claudia Gonzalez, Megan Lammon, Sarah Stenson Laura Moore, Warren Davis Pennee Raffetto Allen Wang, Naveen Singh Joydeep Sinha Lori West, Enrico D'Amico Jeff Lucero Evan Yamoto, Paula Green Marnie Caddle Mark White Linda H Tom Miner Edward Tan, Katie Park (blank) Grand Total
1 1 1
1 2 1 1 2 2 1 2 2 2 2 2 2 1 1
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 7 66 26 343 4
2 2 2 2 2 2 2 2 2 2 2 2 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 446
1 2 3 4 5 6
Pre Cutover Pre Cutover Pre Cutover Pre Cutover Pre Cutover Pre Cutover
Command center action Command center action Communication Communication Command center action Command center action Communication
Non conversion Non conversion iExpense Projects Non conversion Non conversion iExpense
Task Name Finalize Cutover window and confirm timing of completion of UAT and start of cutover Obtain approval for cutover plan Draft and send email communication to users on iExpense timelines prior to cutover - America Communicate the need for facilitating PA period closure ahead - on 7/27 - for July 2010 Provide inputs to deployment readiness check list, including the UAT status and TPR status Establish War Room / Command Center and communicate Logistics - during the core cutover window - 7/26 to 8/3 Draft and send email communication to users on iExpense timelines prior to cutover - EMEA Draft and send email communication to users on iExpense timelines prior to cutover - APAC Communicate the OTL cutoff (Projects) and cutoff dates for Projects Time card and expenses Communicate that SIEBEL conversion - one time - requires SIEBEL application to be down. The down time will be on /1 and 8/2 Communicate that the license key generation to be frozen for 5 days when SIEBEL is down and the manual exception process to be defined - exception process is discussed for licensing and shipping and tech support - including communication to channels Communicate for non-oracle entities that Orders will stop for them too, aligned to the SIEBEL shutdown timings Communicate the status of cutover activities regularly to the core user group on a daily basis during cutover (summary level status info - daily - to the core group) Communicate the status of cutover activities regularly to the larger user group (summary level status info - major mile stone- for larger user group) Broader user group communication - core cutover window communication + application release communication need by basis Communicate to the channels (from Sales Ops) to top 5 partners and internal team about no order receiving during cutover DQ needs to develop process to not enter any deltas to customers/addresses/contacts starting 7/24 A/R needs to develop process to track any deltas to Oracle customers as they will have to re-enter in R12 later Setup BI Publisher for Prod (new data source) Install Application Express Set up FTPs in Production Migrate Application Express code 12 of 56
Status
Owner
Pred. Task
Duration Hour
HC Start date
Start Date/Time
Pre Cutover
P2P
1.00
Pre Cutover
Communication
P2P
iExpense
1.00
9 10
Communication Communication
P2I O2C
Projects SIEBEL
1 1
40.00 1.00
11
Pre Cutover
Communication
O2C
SIEBEL
1.00
12
Pre Cutover
Communication
O2C
1.00
13
Cutover
Communication
All
1.00
14
Cutover
Communication
All
Non conversion Non conversion Non conversion Non conversion Non conversion Non conversion Non conversion Non conversion Non conversion
1.00
15
Cutover
Communication
All
1.00
16
Pre Cutover
Communication
All
1.00
17
Pre Cutover
Command center action Command center action Configuration Configuration Configuration Migration
All
3.00
18
Pre Cutover
All
2.00
19 20
Comments
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Task# 1 2 3 4
UAT Y N N N
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live Pre n/a n/a n/a n/a n/a All UAT ONLY UAT ONLY UAT ONLY UAT ONLY Cold Backup of GOLD Start refresh of R12PER Start refresh of OAUAT Start refresh of SFTRN Start refresh of HRF4
Name
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
105 106
Y Y
Pre Pre
107 14
Y N
Pre Pre
Update The Field Us Professional In Hrms With The Organization Value Associated With All Pso Employees All If Pso EmployeeS Org Is Null Then Populate The Organization Field As Bgname; Theretta To Confirm What To Do About Us Professional Field With Bgname All All Non-Pso Employees Should Have Organization Field Populated With Bgname In Hrms Be Assigned To Bgname PROD ONLY Turn Off HRMS Interface in Prod(11i) All UAT ONLY UAT ONLY UAT ONLY Extract HRF4 data to Spreadsheet Manipulate the HRF4 spreadsheet with data changes Update the HR Extract with current Employee Cost Centers (for delta records) Update GL Mappting for deltas Create DB links between R12PER & OAUAT Apply Patches to R12PER - Required for Conversion Turn Archive logging off and Statement level processing off Migrate Code to R12PER Validate ALL setups (e.g. COA value,Segment map,Ledger map, Item Orgs etc) Run GL COA Conversion Load Job Valueset Load PSO Mapping Valueset Load HR Organizations Validate Employee numbering is manual Unit test GL Balance Conversion changes Point HRMS Interface to Prod Extract GL Balance data upto June 2010 All All All CRP3 ONLY All All All All Run GL Balance Conversion upto June 2010 Extract GL Balance data for July 2010 RUN GL Balance Conversion for July 2010 Build and Unit test Employee Conversion Changes HRMS System update for PSO Organizations, Jobs and Addresses Employee Conversion - Small Batch Validate Emp Conversion check for TPRs Run Emp Conversion - Complete RUN Extract Suppliers & Banks from R11i Import Suppliers & Banks(Small Batch) Validate Suppliers small batch Import Suppliers & Banks(Full Batch) All All All All All Run FA Extract from R11i RUN FA Convertion Update Orig System Reference on OBA Customers Define Price list headers(formerly Update Pricelist on Customers) Turn Automatic Numbering off
0.50
5 6 1 8 9 10 11 12 13 20 16
N Y Y N Y Y Y Y Y Y N N
n/a n/a Pre n/a Pre Pre Pre Pre Pre Pre n/a Pre Pre
UAT UAT All CRP3 All All All All All All CRP3 ONLY All
2.00
17
N N
Pre Post Post n/a Pre Pre Pre Pre Pre Pre Pre Pre
18 19 79 21 22 23
Y N Y Y Y Y
24 24 25 26 27
Y Y Y Y Y
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Task# 28
UAT Y
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live Pre All
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
29 30 32 33
Y Y N N Y
Validate Customers Small Batch Run Customer conversion - Invoices(Full Batch) Build & Unit test post update script for relationship Build and Unit test Resource Conversion User id conversion
34
Pre
All
35 36 37 38 39 40 41 42 43 44
Y Y Y Y N Y Y Y Y Y
Pre Pre Pre Pre n/a Pre Pre Pre Pre Pre
All All All All CRP3 ONLY All All All All All
Validate small batch(resources) Run resource conveersion(Full) Load Siebel Categories Manually create PL/PS Items Build and Unit test Items Run Item Conversion small batch Validate Items Run Item load for Master & Child Orgs Run Price list Seibel Conversion 0.20 0.20 1.00 2.00 TBD 0.50
45 46 47
Y Y Y
Update Item attributes EBTAX Setup for US & Cananda EBTax Verification Extract Invoices with Deferred revenue. Run Invoice Conversion(small batch)
48
Pre
49 50
Y Y
Validate small batch Run Invoice Conversion(Closed) Stop Entering Invoices in Prod! Run Extract of Open Invoices from Prod Run Invoice Conversion(Closed)
51 52 31 53 57 54 55
Y Y Y Y Y Y Y
Run Post update script for Invoices(Print date & Alternate Book Date) Run Payment Batch Run Customer Conversion - All customers Apply POST Upgrade script to customers(relationship) Update Customers to Inactive Run Oracle Provided Scripts to check for duplicates Run Project Invoices
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Task# 56 58 59 61 60 67 63 64 65 66 67 68 69 70 71 72 73 74 75 77 78 80 81 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98
UAT Y Y Y Y Y Y Y Y Y Y Y Y Y N N N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live Pre Pre n/a Pre Pre Pre Pre Pre Pre Pre Pre Pre Pre n/a n/a n/a Pre Pre Pre Pre Pre Pre Pre Pre Pre Pre Post Pre Pre Pre Pre Post Pre Pre Pre n/a Pre Pre Pre All All Convert Project Small Batch
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
CRP3 & UAT Cold back up after Customers All All All All All All All All All All CRP3 ONLY CRP3 ONLY CRP3 ONLY All All All All All All All All All All All All All All All All All All All CRP & UAT All All All Run Projects Costs Small Batch Validate Projects Run Budgets/Agreements Run Project Revenue Small Batch Validate Costs,Revenue, Budgets Run Project Conversion (Complete Run) Run Cost conversion (Complete Run) Run Budgets/Agreements (Complete Run) Run Revenue Conversion (Complete Run) ECM import Modify Customer Conversion Price list logic for missing PL Take Backup of CRP3(Post All Conversion) Refresh PCH from CRP3 Put Customer Auto - Numbering ON Turn Archive log on & Statement level processing on Turn Qualifiers for Price list headers VCI & SLC employees need to manually created as suppliers Data Quality cleanup for Canary Island addresses Touch base on PCH Refresh issue Printer Queues Review high priority TPRs Need to manuall update HRMS system in Production prior to conversion run. Validate System Profile Options, Printer Setups etc. Concurrent Program : Inventory Item Reconciliation Report Data Cleanup Correction of Cities & Counties for Customers Update Term Bundles to reference revenue category of TERMLICENSE/SUPPORT Ensure Supplier Cleanup has been performed Update the revenue account to 404000 for S&H item at master and org levels (US & IE) Clean up Support % on Perpetual Bundles Clean up Revenue Categories in R12UAT Clean up DFFs and Categories that are no longer active Memory and Resources on the CRP3 & UAT Develop a Go No Checklist Go No GO Decision Meeting Setup Customer for OB10(Electronic Invoicing)
99 100
Y Y
Post Pre
All All
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Task# 101
UAT Y
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live n/a CRP3 & UAT DB Patches to R12CRP.
Name
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
Y Y Y Y
DQ Query for missing County Cleanup of HRMS System for Sex Indicator Discuss CRP2 Impact if UAT instance needs to be refreshed in 2 weeks for UAT. Redesign of Employee Conversion for not calling black box changes. This will now have to be a conversion of HRMS system to get the 4 segments given in Oracle. Update Views and Create Database link with Oracle R12 Schedule background Jobs(concurrent programs) in GOLD/UAT For CRP3 (and UAT?) make sure May is the only open period Clone CRP3 after ALL Conversions Completed to R12PCH for Conv testing Flag Termed employees back to Inactive after Invoice Conversion Update COA for Italian employees as they dont have point to Black Box Printer Queues Manually load 4 dormant entities and 910 Elimination Company
109 110
Y Y N N Y Y Y Y Y Y Y
TIMS migration to UAT TIMS migration to Production Forms path needs to be reset for QSTFORM
Y Y Y
Update OB10 with Duns number Update Siebel Accounts for Canary Island to Spain VizionCore Invoices.
Y Y Y
Get all Cliffords items in here - DQ to cleanse addresses where C/O is in address to support Project Accounting. Revenue Recognition - For July Invoices(in 11i)
Post
Pre
Y Y Y
Pre
Modify Employee Interface code after HRMS System is updated with the new COA segments Open PO Conversion Open Requisitions
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Task#
UAT Y Y
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live Open AP Invoices Pre All
Name Environments setup with user preferences set to HTML with attachments add create accounting after payments and after invoices
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
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Actual time
RICE ID
Resource
2&3
7 8
n/a
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Actual time
RICE ID
Resource
Run only after Emp conversion Run Only after EMP & User ID conversion. 31
n/a n/a 35 36 37 38 39
39
46,47
48 49
50 51 27 52 55 53 54
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Actual time
RICE ID
Resource
58 57 64 60 61 62 63 64 65 66 Mar-00 Mar-00
69
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Actual time
RICE ID
Resource
Manual
Manual Manual
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Actual time
RICE ID
Resource
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Comments This includes file migrations (30 mins) Includes applying of certificates and workflow mailer Realistically this takes 8-10 hrs; DB Tier vs Apps Tier
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Comments - After Pricelist headers are defined and after employees have been converted. - No dependency on Employee Conversion.
There was a fallout for 300 resources that couldn't be converted because they were inactive. FOR CRP3, the agreement was to bring these in as Active. - Need to be before resource & after employees.
- Pre-requisites for Item Conversion. - Is this done in GOLD ? Error handlign packages need to be migrated
-Automated 1. Product Name from Item Id 2. Price List Id from Oracle 3. User Org Id on Siebel Accounts 4. County based on longer values accommodated by R12/Vertex Manual 1. User Org LOV, new Ids provided by Oracle, I append them to the country name and add the name and id in Siebel. Old values are post-fixed with _R11i and inactivated. 2. Order Type LOV, new ids and values provided by Oracle. Old values are post-fixed with _R11i and inactivated. 3. City based on longer values accommodated by R12/Vertex 4. EU_SHIPTO_ORG LOV used for VAT Validation logic; to match changes made in User Org LOV 5. Order Source Id just a number provided by Oracle that is to be added to our Order I/F program.
- Revenue Periods had to be defined in R12CRP until 2020. - Post Item conversion. '- Performance still an issue due to an extraordinary amount of data. ' - Oracle Performance SR still open.
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- Interface from iExp to AP will automatically create emp suppliers if they do not exist in R12. However since SL/VC will not use iExp, their sups will have to manually created. - Customer conversion is dependent on this.
- Post Go Live - Business will need to complete the cleanup of GL trial balances before Cutover - Cleanup of City and County truncation issue in R11i as well as incorrect values. -- Siebel needs to be updated as well other wise orders will error on interface.
- This is a manual update. - This is a manual cleanup. - This is a manual cleanup. - This is a manual cleanup.
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Comments - These patches were request from Oracle services. 8940108 Merge Label Request on Top of 11.1.0.7.0 for bugs 8405205, 8671495 , 7707103 9026927 Merge request on top of 11.1.0.7.0 for bugs 8885808 7327166 8303523 9066130 APPSST GSI 11G: -ORA-00600: Internal error code, arguments: [ KKSFBC-Wrong-kkscsf]. query run on all us address where county is null? - Missing Cleanup of HRMS source for Sex Indicator
FRMCMP.sh needs to be modified to remove or comment out the following lines #ORACLE_HOME=${ORACLE_HOME:-/data1/R12/ab/apps/RUP4BLV2/apps/tech_st/10.1.2} #export ORACLE_HOME #TNS_ADMIN=$ORACLE_HOME/network/admin #export TNS_ADMIN
- Dependency is this is prior to Validation of Invoices ? - This should be run for all entites.
1. We are expecting HRMS to provide an R12 organization ids. Evan are you planning to convert HRMS system to the new R12 Organization ids ? 2. Chart of Accounts(Cost Center, Product line, Region and Company) changes, how are you(Evan) planning to update the HRMS system to the new values for these segments ? 3. For non-remote employees, our understanding is that you will provide the R12 location ids. Are you planning to convert non-remote employees to R12 values ?
- HRMS Employee Interface code needs to be modified to replace logic to call BB and instead use the segments passed over from HRMS side and use it straight. Need to be validated Need to be validated
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Comments - Need to ensure that AP Invoices are paid out prior to conversion
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Task# 1 2 3 4 5 6 1 8
CRP3 Y Y Y Y Y Y Y Y
UAT Y N N N N Y Y N
Prod Y N N N N N Y N
Context(CRP3 ONLY, UAT ONLY.CUTOVER Step Complete Only,CRP3 & UAT, in GOLD All) All CRP3 ONLY CRP3 ONLY CRP3 ONLY CRP3 and UAT CRP3 and UAT All CRP3
Name Cold Backup of GOLD Start refresh of R12CRP Start refresh of OATST Start refresh of SFTST Create DB links between R12CRP & OATST Apply Patches to R12CRP Required for Conversion Turn Archive logging off and Statement level processing off Migrate Code to R12CRP Validate ALL setups (e.g. COA value,Segment map,Ledger map, Item Orgs etc) Import GL COA Black Box Load Job Valueset Load PSO Mapping Valueset Load HR Organizations Turn Off HRMS Interface in Prod(11i)
9 10 11 12 13 14
Y Y Y Y Y N
Y Y Y Y Y N
Y Y Y Y Y Y
Y 15 20 Y Y
Y N Y
Y N Y
Pre NA Pre
HRMS System needs to be updated to reflect R12 values. Build and Unit test Invoice conversion logic for Projects Validate Employee numbering is manual UPDATE THE FIELD US PROFESSIONAL IN HRMS WITH THE ORGANIZATION VALUE ASSOCIATED WITH ALL PSO EMPLOYEES
105
Pre
All
106
Pre
All
IF PSO EMPLOYEES ORG IS NULL THEN POPULATE THE ORGANIZATION FIELD AS BGNAME; THERETTA TO CONFIRM WHAT TO DO ABOUT US PROFESSIONAL FIELD WITH BGNAME All Non-PSO employees should HAVE ORGANIZATION FIELD POPULATED WITH BGNAME IN HRMS be assigned to BGNAME HRMS Extract Unit test GL Balance Conversion changes Point HRMS Interface to Prod Extract GL Balance data upto June 2010
107 14 16
Y Y Y N
Y Y N N
Y Y N Y Y
17
N N
N N Y N
Y Y Y N
Run GL Balance Conversion upto June 2010 Extract GL Balance data for July 2010 RUN GL Balance Conversion for July 2010 Build and Unit test Employee Conversion Changes HRMS System update for PSO Organizations, Jobs and Addresses Employee Conversion - Small Batch Validate Emp Conversion check for TPRs Run Emp Conversion - Complete RUN Extract Suppliers & Banks from R11i Import Suppliers & Banks(Small Batch) Validate Suppliers small batch Import Suppliers & Banks(Full Batch)
18 19
Y Y
79 21 22 23
Y Y Y Y
Y Y Y Y
Y Y Y Y Y Y Y Y
Pre Pre Pre Pre Pre Pre Pre Pre Pre Pre Pre
24 24 25
Y Y Y
Y Y Y
Y Y Y
Run FA Extract from R11i RUN FA Convertion Update Orig System Reference on OBA Customers Define Price list headers(formerly Update Pricelist on Customers) Turn Automatic Numbering off
26 27
Y Y
Y Y
Y Y
Pre Pre
All All
28 29 30 32
Y Y Y Y
Y Y Y N
Y Y Y N
Run Customer Conversion Invoices(Small Batch) Validate Customers Small Batch Run Customer conversion Invoices(Full Batch) Build & Unit test post update script for relationship
33
Y Y
N Y
N Y
NA Pre
Build and Unit test Resource Conversion User id conversion Run Resource conversion(small batch) Validate small batch(resources) Run resource conveersion(Full) Load Siebel Categories Manually create PL/PS Items Build and Unit test Items Run Item Conversion small batch Validate Items Run Item load for Master & Child Orgs Run Price list
34 35 36 37 38 39 40 41 42 43
Y Y Y Y Y Y Y Y Y Y
Y Y Y Y Y N Y Y Y Y
Y Y Y Y Y N Y Y Y Y
All All All All All CRP3 ONLY All All All All
44 45 46 47
Y Y Y Y
Y Y Y Y
Y Y Y Y Y
Seibel Conversion Update Item attributes EBTAX Setup for US & Cananda EBTax Verification Extract Invoices with Deferred revenue.
48 49 50
Y Y Y
Y Y Y
Y Y Y Y Y Y
Run Invoice Conversion(small batch) Validate small batch Run Invoice Conversion(Closed) Stop Entering Invoices in Prod! Run Extract of Open Invoices from Prod Run Invoice Conversion(Closed) Run Post update script for Invoices(Print date & Alternate Book Date) Run Payment Batch Run Customer Conversion - All customers Apply POST Upgrade script to customers(relationship) Update Customers to Inactive Run Oracle Provided Scripts to check for duplicates Run Project Invoices Set Attribute for Sales Rep to be mandatory
51 52 31 53 57 54 55 56
Y Y Y Y Y Y Y Y
Y Y Y Y Y Y Y Y
Y Y Y Y Y Y Y Y
58 59 61 60 67 63 64 65 66 67 68 69 70 71 72 73 74 75
Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Y Y Y Y Y Y Y Y Y Y Y Y N N N Y Y Y
Y N Y Y Y Y Y Y Y Y Y Y N N N Y Y Y
Pre NA Pre Pre Pre Pre Pre Pre Pre Pre Pre Pre NA NA NA Pre Pre Pre
All CRP3 & UAT All All All All All All All All All All CRP3 ONLY CRP3 ONLY CRP3 ONLY All All All
Convert Project Small Batch Cold back up after Customers Run Projects Costs Small Batch Validate Projects Run Budgets/Agreements Run Project Revenue Small Batch Validate Costs,Revenue, Budgets Run Project Conversion (Complete Run) Run Cost conversion (Complete Run) Run Budgets/Agreements (Complete Run) Run Revenue Conversion (Complete Run) ECM import Modify Customer Conversion Price list logic for missing PL Take Backup of CRP3(Post All Conversion) Refresh PCH from CRP3 Put Customer Auto - Numbering ON Turn Archive log on & Statement level processing on Turn Qualifiers for Price list headers VCI & SLC employees need to manually created as suppliers Data Quality cleanup for Canary Island addresses Touch base on PCH Refresh issue Printer Queues Review high priority TPRs Need to manuall update HRMS system in Production prior to conversion run. Validate System Profile Options, Printer Setups etc. Concurrent Program : Inventory Item Reconciliation Report Data Cleanup
77 78 80 81 83
Y Y Y Y Y
Y Y Y Y Y
Y Y N Y Y
84 85 86 87
Y Y Y Y
Y Y Y Y
Y Y Y Y
88
Pre
All
Correction of Cities & Counties for Customers Update Term Bundles to reference revenue category of TERMLICENSE/SUPPORT Ensure Supplier Cleanup has been performed
89 90
Y Y
Y Y
Y Y
Pre Pre
All All
91 92 93 94 95 96 97 98 99
Y Y Y Y Y Y Y Y Y
Y Y Y Y Y Y Y Y Y
Y Y Y Y N Y Y Y Y
All All All All CRP & UAT All All All All
Update the revenue account to 404000 for S&H item at master and org levels (US & IE) Clean up Support % on Perpetual Bundles Clean up Revenue Categories in R12UAT Clean up DFFs and Categories that are no longer active Memory and Resources on the CRP3 & UAT Develop a Go No Checklist Go No GO Decision Meeting Setup Customer for OB10(Electronic Invoicing) Manually change the item type for HW items(54)
100
Pre
All
Patches to R12CRP
Y Y
Y Y Y
N Y Y
NA NA Pre
All
Cleanup of HRMS System for Sex Indicator Discuss CRP2 Impact if UAT instance needs to be refreshed in 2 weeks for UAT.
104
NA
108 109
Y Y
Y Y
Y Y
Pre Pre
All All
Redesign of Employee Conversion for not calling black box changes. This will now have to be a conversion of HRMS system to get the 4 segments given in Oracle. Update Views and Create Database link with Oracle R12 Schedule background Jobs(concurrent programs) in GOLD/UAT
110
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For CRP3 (and UAT?) make sure May is the only open period Y N N NA All
NA
CRP3 ONLY
Clone CRP3 after ALL Conversions Completed to R12PCH for Conv testing Flag Termed employees back to Inactive after Invoice Conversion
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All Update COA for Italian employees as they dont have point to Black Box Printer Queues Manually load 4 dormant entities and 910 Elimination Company
Y Y Y Y Y
Y Y Y Y Y
Y Y Y N Y
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Forms path needs to be reset for QSTFORM Update OB10 with Duns number Update Siebel Accounts for Canary Island to Spain VizionCore Invoices. Get all Cliffords items in here - DQ to cleanse addresses where C/O is in address to support Project Accounting. Revenue Recognition - For July Invoices(in 11i) Revenue Recognition - For July Invoices
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Y Y
Y Y
Y Y
Pre Post
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HRMS System needs to be updated to reflex R12 values(Used by Employee Interface) Modify Employee Interface code after HRMS System is updated with the new COA segments Open PO Conversion
Y Y
Y Y
Y Y
Pre
Y Y
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Open Requisitions Open AP Invoices Environments setup with user preferences set to HTML with attachments add create accounting after payments and after invoices
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Time Taken
Time Started
Time Completed
Time Elapsed(Planned)
Dependent Task
2&3
7 8
9,10,11,12,13,17 19 20
38,28
Run only after Emp conversion Run Only after EMP & User ID conversion. 31
35 36 37 38
39 39
46,47 48 49
50 51 27 52 55 53 54 55
56
58 57 64 60 61 62 63 64 65 66
69
-Prior to running Closed Invoices in PROD - Post Conversion for Open Invoices
RICE ID
Resource
Comments
Manual/Auto mated
- This should be done prior to Extract Employee Types will indicate contingent worker or not. Logic similar to conversion. Office This will have the Office locations in them. Oracle Location Id This will have the location ids for non remote employees only. The location ids will be from R12 HR Locations table. (Name) will provide a script to update the location ids on the base tables in HRMS system so that the location ids are updated to R12 Location ids. Chart of Accounts HRMS will pass Company, Region, Cost Center & Product Mapping. The remaining segments will be plugged by the Oracle Interface. We will then get the new COA from the Black Box. This will continue to be our plan of action till HRMS system is updated the Ids and the Numbers to match the new Ids and the numbers. The timing of this mass update to HRMS system could not be confirmed with the HRMS team. Job Short Name - Will be provided based on the current truncation logic used for Conversion. Job Long Name WILL NOT BE PROVIDED IN THE VIEW. THIS IS NOT USED IN ORACLE. Physical Address - Will be provided. Supervisor # - This will be the HRMS Object Id of the supervisor given in the file by Oracle. Org Name Will be provided in the view. Evan will base that on the spreadsheets provided by Marjan.
- Prior to running the extract After HRMS System is updated with R12 Values
- After Pricelist headers are defined and after employees have been converted. - No dependency on Employee Conversion.
There was a fallout for 300 resources that couldn't be converted because they were inactive. FOR CRP3, the agreement was to bring these in as Active. - Need to be before resource & after employees.
- Pre-requisites for Item Conversion. - Is this done in GOLD ? Error handlign packages need to be migrated
- Price list conversion delayed due to Performance Issue. - Technical team fixed the issued and re-ran Price Lists. -Automated 1. Product Name from Item Id 2. Price List Id from Oracle 3. User Org Id on Siebel Accounts
- Revenue Periods had to be defined in R12CRP until 2020. - Post Item conversion. '- Performance still an issue due to an extraordinary amount of data. ' - Oracle Performance SR still open.
- This is a CRP3 Issue only. The understading is that Client's DQ team will clean these up. Need a TPR for this issue.
- This activity has been completed for CRP3. This needs to be done in GOLD(and/or UAT). - Interface from iExp to AP will automatically create emp suppliers if they do not exist in R12. However since SL/VC will not use iExp, their sups will have to manually created. - Customer conversion is dependent on this. - This is now built in the data remapping - Cannot refresh from PCH because of transactional data. - Theretta will provide printer queues
- This needs to be run. Requested by Derrick. - Post Go Live - Business will need to complete the cleanup of GL trial balances before Cutover
- Cleanup of City and County truncation issue in R11i as well as incorrect values. - Siebel needs to be updated as well other wise orders will error on interface.
. - This is a manual update. - This is a manual cleanup. - This is a manual cleanup. - This is a manual cleanup.
POST Go Live task Note: any new address requires at least one site in order to be created. Looking on Metalink, I found: R12.1.1 Create Supplier Site When Attaching Operating Unit Receiving Error 'ORA01403: no data found in Package AP_VENDOR_PUB_PKG Procedure Validate_Vendor_Site' [ID 951673.1] Download and review the readme and pre-requisites for Unpublished Patch 9259355:R12.AP.B and Patch 8647857:R12.AP.B<https://updates.oracle.com/ARULink/PatchDetails/process_for m?patch_num=8647857:R12.AP.B> Arent we installing that patch? I do believe we already have the same in Patch? If not, we will need to install this in R12CRP urgently, since it will really impact our testing capability
- These patches were request by Bill McCoy from Oracle services. 8940108 Merge Label Request on Top of 11.1.0.7.0 for bugs 8405205, 8671495 , 7707103 9026927 Merge request on top of 11.1.0.7.0 for bugs 8885808 7327166 8303523 9066130 APPSST GSI 11G: -ORA-00600: Internal error code, arguments: [ KKSFBC-Wrong-kkscsf]. query run on all us address where county is null? - Missing Cleanup of HRMS source for Sex Indicator
FRMCMP.sh needs to be modified to remove or comment out the following lines #ORACLE_HOME=${ORACLE_HOME:/data1/R12/ab/apps/RUP4BLV2/apps/tech_st/10.1.2} #export ORACLE_HOME #TNS_ADMIN=$ORACLE_HOME/network/admin #export TNS_ADMIN
Manual
- Dependency is this is prior to Validation of Invoices ? - This should be run for all entites. 1. We are expecting HRMS to provide an R12 organization ids. Evan are you planning to convert HRMS system to the new R12 Organization ids ? 2. Chart of Accounts(Cost Center, Product line, Region and Company) changes, how are you(Evan) planning to update the HRMS system to the new values for these segments ? 3. For non-remote employees, our understanding is that you will provide the R12 location ids. Are you planning to convert non-remote employees to R12 values ?
- HRMS Employee Interface code needs to be modified to replace logic to call BB and instead use the segments passed over from HRMS side and use it straight. Need to be validated Manual
Need to be validated - Need to ensure that AP Invoices are paid out prior to conversion
Manual Manual
Execution Status
Validation Status