Upgrading Order Entry to 11i Order Management What to Watch Out for

Transcription

1 Upgrading Order Entry to 11i Order Management What to Watch Out for Robert J. Rentz Orion Consulting Twin Cities Manufacturing OAUG December 11, 2001

2 Purpose To give real-world insight into upgrading Order Entry (OE) to Order Management (OM), and to share some of the issues surrounding the different processes associated with Order Cycles, Order Lines, Shipping, and Cycle Status.

3 Agenda Preparing for the Upgrade Should You Bifurcate or Purge? Understanding the New Architecture Mapping OE to OM What Happened to Order Cycles? What Happened to my Line Details? Learning to Love Workflow Status Some of the Little Gotchas Conclusion

4 Preparing for the Upgrade Understand the Functional Changes Transaction-based vs. Order Cycle Greater Shipping Flexibility Enhanced Pricing Flexibility Changes in Order Line Details Understanding the Technical Changes ONT, QP, HZ, and WSH Schemas Temporary Upgrade objects Both What orders should be upgraded

5 Preparing for the Upgrade Review the Oracle OM Release 11i Upgrade Instructions White Paper Review the Users Manual Review the Technical Manual Review the Upgrade Manual Review the OM Workflows Compare Workflow to your Order Cycles Use Vision Database to review functionality Use Vision Database to review technical requirements

6 Should You Bifurcate or Purge? Determine where your System of Record is Determine how many years of data are needed for your sub-ledgers What data can be purged? What data is needed when you go live? What data can be upgraded over time? Old OE data remains in the SO schemas Purge after upgrade Only place for unconverted data

7 Understanding the New Architecture Transactions vs. Order Cycles Workflow Activities vs. Actions and Results Decimal Line No. vs. Line Details Scheduling vs. Demanding Ship Line vs. Pick Release & Ship Confirm Shipping Transactions vs. Ship Confirm Trips & Stops vs. just Close Line Price and Discounts vs. List Headers

8 Transactions vs. Order Cycles Headers and Lines have Order Types Header and Line Order Types link to Workflows Multiple Line Types can share the same Header Order can contain both orders and returns Each line follows its own WF process Workflow Status replaces Cycle Status

9 Transaction Type Screen Header

10 Transaction Type Screen Line

11 Assign Workflow Screen

12 Workflow Activities vs. Actions and Results Workflow Process, Functions, Results Cycles, Actions, Results Far greater Level of Detail 50 Processes, 100 Functions, 38 Results Tailorable Process Flows S Columns replaced by Function Results Old cycles migrated to WF for Upgraded Orders Only

13 Review of Generic Workflows

14 Decimal Line No. vs. Line Details Three Tables Merged into One Line Details are in the Decimal Lines Each Line managed by Workflow Each Line can be sent to Shipping Each Line can be Sourced Separately Can Still Bypass This Enter line at the top level Cancel Rather than Split Lines

15 Scheduling vs. Demanding Auto scheduling is an option Workflow Controls Scheduling Can be Run as a Batch Job Linked to ATP Can run Without APS, MRP or Planning

16 Ship Line vs. Pick Release & Ship Confirm Pick Release is NOT a WF Activity Ship Line Activity Launches Shipping Creates Line in Detail Deliveries Allows Pick Release to Find the Order After Picking, Allows Shipping Transactions

17 Shipping Transactions vs. Ship Confirm Shipping Transactions Form is Key Controls all shipping transactions (pick, pack, create trips / stops, confirms, etc.) Can be Defaulted for a Simpler Process Auto create Trips and Stops Auto Launch Trip Interface Auto Close trips and Stops Very Robust Shipping Interface Same APIs used by the Form

18 Trips & Stops vs. Just Close Line Trips and Stops Not Present in original 10.7 Replaces Departures and Deliveries in 11.0 Must be Complete before Line can Close Used to Measure Schedule Delivery Available to Deliver Capable to Deliver

19 Price and Discounts vs. List Headers List Headers contains Prices and Discounts List Type Determines the Purpose List Lines contains Prices and Discounts Line Type Determines Purpose Much Greater Functionality in Pricing Advanced Pricing for Even Greater Function Mostly Web-based Functions

20 Mapping OE to OM SO_Headers SO_Header_Attributes SO_Lines SO_Line_Details SO_Line_Attributes SO_Order_Cancellations SO_Price_Adjustments SO_Sales_Credits SO_Order_Types_All SO_Freight_Charges SO_Freight_Charge_Types OE_Order_Headers OE_Order_Lines OE_Order_Lines_History OE_Price_Adjustments OE_Sales_Credits OE_Transaction_Types_All OE_Workflow_Assignments OE_Price_Adjustments QP_List_Headers_B QP_List_Headers_TL QP_List_Lines

21 Mapping OE to OM SO_Drop Ship_Sources OE_Hold_Sources_All SO_Hold_Releases SO_Order_Holds_All OE_Order_Holds_All SO_Hold_Definitions OE_Hold_Definitions SO_Credit_Check_Rules OE_Credit_Check_Rules SO_Line_Service_Details Use CS APIs SO_Price_Lists QP_List_Headers_B (PRL) QP_List_Headers_TL SO_Price_List_Lines QP_List_Lines (PLL) SO_Discounts QP_List_Headers_B (DLT) QP_List_Headers_TL SO_Discount_Lines QP_List_lines (DIS)

22 Mapping OE to OM SO_Agreements_B OE_Agreements_B SO_Agreements_TL OE_Agreements_TL SO_Pricing_Rules QP_Price_Formulas_B QP_Price_Formulas_TL SO_Rule_Formula_Components QP_List_Headers_B QP_List_Headers_TL SO_Pricing_Rule_Line_Values QP_List_Lines QP_Pricing_Attributes SO_Pricing_Rule_Lines QP_Price_Formula_Lines

23 What Happened to Order Cycles? Completely Replaced by Workflow Cycles Migrated into Workflow Open Order Statuses Migrated Custom Activities and Results Migrated No Working Code Assigned to the Activity Tracks the Status of the S Column Phase Out Converted Flows Develop Your Own Transactions and Flows

24 OE and WF Mapping Headers 10.7 Standard Enter Complete Order 11i Converted (Upgrade) Book (Upgrade) Close 11i Standard Book Order Close - Order

25 OE and WF Mapping Lines 10.7 Standard Enter Demand Interface Pick Release Backorder Release Ship Confirm Inventory Interface Receivables Interface Complete Line 11i Converted Enter Line (Upgrade) Schedule Ship Deferred Ship Deferred Ship Fulfill (Upgrade) Invoice Interface (Upgrade) Close Line 11i Standard Enter Line Schedule Line Ship Line, Manual Ship Line, Manual Ship Line, Manual Fulfill Invoice Interface Close - Line

26 What Happened to my Line Details? Lines and Line Details Merged Together Header Line is 1.1 Line Details are Higher Decimal Line (e.g. 1.2) Used for Increased Functionality Drop Ship, Sourcing, Schedule Dates Each Line has its own WF Status Most Impact on any Customizations

27 Learning to Love Workflow Status Accessed Directly from the Tool Menu Shows Table and Diagram Follow the Green Line Drill Down for More Detail Great for Tracking Performance Far Greater Insight into Status than Cycles

28 Learning to Love Workflow Status

29 Learning to Love Workflow Status

30 Some of the Little Gotchas SO Data remains in the Database Frozen in Time Training is Key New User Interface Greater Functionality Complexity WF Engine Must be Run Periodically Change Notification Approver Profile Only Open Orders Converted to Workflow WF Activity Dates are Date of Conversion

31 Recommendations Plan Plenty of Time to Study Impact On Customization and Modifications On Extracts to Data Warehouses On Interfaces to non-oracle Systems Develop Audit Scripts Verify Data was migrated completely Review Log and Error Tables Fix Errors Rehearse the Conversion Greater the Data Longer the Conversion

32 Conclusion Understand the data that must be upgraded Learn where your data went Get to know and understand Workflow Develop new training material and processes Rehearse the conversion Audit the results And finally

33 Conclusion Do Your Homework Oracle Applications Product Update Notes Upgrading Oracle Applications, Release 11i Oracle Workflow Guide Oracle Order Management Release 11i Upgrade Instructions An Oracle White Paper Talk with Experienced OE-OM Upgraders

34 Upgrading Order Entry to 11i Order Management What to Watch Out for Robert J. Rentz (312)