Project - Cutover Revision Control Rev 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 2.0 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 3.5 3.6 3.7 3.8 3.9 4.0 4.1 4.2 4.2 4.3 4.4 4.5 4.6 4.6 4.7 4.7 4.8 4.8 4.9 4.9 5.0 5.0 5.1 5.2 5.2 5.3 5.3 5.4 5.4
Cutov Remarks
By
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 Addi Additi tion onal al upda update ted d by Shri Shri Review with the team - noon meeting Reviewed with team-PM Mtg Reviewed with team-Noon mtg Upda Update tess base based d on 7/15 7/15 revi review ew Upda Update tess base based d on 7/15 7/15 revi review ew Upda Update tess base based d on 7/16 7/16 revi review ew Upda Updates tes after after meeti meeting ng with with the the Proj Project ect team team Upda Update tess to to hi high leve levell Pl Plan Update Updatess to to deta detaile iled d plan plan - addi additio tional nal activi activitie tiess Upda Update tess to star startt date datess Addi Additi tion onal al upda update tess /ema /email ilss Sta Status Update - 6pm 6pm
Date
Rev 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
lan
Date
r 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 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
By
Status
High Level Cutover Plan Schedule to be confirmed based on detailed plan
Sat Sun Mon Tue Wed Thu Fri STATUS
17
18
19
20
21
22
23
Jul-10 Sat Sun Mon Tue Wed Thu Fri 24
25
26
27
28
29
Sat Sun Mon Tue Wed Thu Fri
30
31
1
2
3
4
5
6
Aug-10 Sat Sun Mon Tue Wed Thu Fri 7
8
9
10
11
12
13
Sat Sun Mon 14
15
Remarks
16
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 responsibility assignment for conversion (batch 1) Employees conversion(includes conversion(includes preparation work for business) User conversion Responsibilities 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 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 11 i and R12PRD Convert July invoices - A/R and Deferred - Entity by Entity - oracle entities Run Create Accounting - Oracle entities (after invoice conversion) Receipts (Payments) (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 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
End Date/Time
(Multiple Items)
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
Column Labels Awaiting
Siebel-Oracle offline window
Completed
5
In Progress
8 8 22 2 10 1 3 1 5
Not Started 2 2
Grand Total 1
36 2
9 1 2 1 3
3 10 8 58 2 26 2 5 1 1 8
End Date/Time
(Multiple Items)
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
Column Labels Awaiting
Completed
5
5
8 8 22 2 10 1 3 1 5 60
In Progress
Not Started 2 2
Grand Total 1
36 2
6
9 1 2 1 3 53
3 10 8 58 2 26 2 5 1 1 8 124
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 D’Amico, 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), M ark White (Intl) Theretta King, Pat Luis Jean Lee Laura Moore, C laudia Gonzalez, Megan Lammon, S arah 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
Column Labels Awaiting
Completed In Progress Not Started (blank) Cancelled Grand Total 2 11 1 31 45 32 32 6 2 23 31 5 21 26 1 17 18 14 14 5 3 4 2 14 2 3 8 13 4 8 12 4 7 11 11 11 1 10 11 10 10 1 9 10 2 3 4 9 8 8 3 1 4 8 7 7 1 6 7 6 6 4 2 6 2 4 6 2 2 2 6 1 4 5 5 5 1 3 1 5 2 3 5 4 4 4 4 4 4 2 2 4 3 1 4 1 3 4 3 3 1 2 3 3 3 2 1 3 3 3 3 3 2 1 3 2 2 2 2 2 2
1 1 1
1
1 2 1 1 2 2 1 2 2 2 2 2 2
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
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 7
66
26
343
4
446
F4 Detailed Cutover Plan Task #
Pre Cutover
Task Type
Track
Data Element
Task Name
1
Pre Cutover
All
2
Pre Cutover Pre Cutover
P2P
Non conversion Non conversion iExpense
Finalize Cutover window and confirm timing of completion of UAT and start of cutover Obtain approval for cutover plan
3
Command center action Command center action Communication
4
Pre Cutover
Communication
P2I
Projects
5
Pre Cutover
All
6
Pre Cutover
Command center action Command center action
7
Pre Cutover
Communication
8
Pre Cutover
9
All
Status
Owner
Pred. Task
Duration Hour
3.00
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
1
1.00
1
40.00
Non conversion Non conversion
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
1
12.00
2
8.00
P2P
iExpense
Draft and send email communication to users on iExpense timelines prior to cutover - EMEA
1
1.00
Communication
P2P
iExpense
Draft and send email communication to users on iExpense timelines prior to cutover - APAC
1
1.00
Pre Cutover
Communication
P2I
Projects
Communicate the OTL cutoff (Projects) and cutoff dates for Projects Time card and expenses
1
40.00
10
Pre Cutover
Communication
O2C
SIEBEL
1
1.00
11
Pre Cutover
Communication
O2C
SIEBEL
1
1.00
12
Pre Cutover
Communication
O2C
Non conversion
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
1
1.00
13
Cutover
Communication
All
Non conversion
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)
1
1.00
14
Cutover
Communication
All
Non conversion
1
1.00
15
Cutover
Communication
All
Non conversion
1
1.00
16
Pre Cutover
Communication
All
Non conversion
17
Pre Cutover
Command center action
All
Non conversion
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
18
Pre Cutover
Command center action
All
Non conversion
A/R needs to develop process to track any deltas to Oracle customers as they will have to re-enter in R12 later
2.00
19
Pre Cutover
Configuration
R12 IS
Setup BI Publisher for Prod (new data source)
1.00
20
Pre Cutover
Configuration
R12 IS
Install Application Express
2.00
21 Pre Cutover 3/30/2012 5:20 AM
Configuration
R12 IS
Non conversion Non conversion Non conversion
Set up FTPs in Production
12 of 56
F4 Detailed Cutover Plan End Date/Time
Comments
Start Date/Time
6.00 1
All
HC Start date
1.00
3.00
1.00
90538978.xls.ms_office
F4 Detailed Cutover Plan
Comments
End Date/Time
3/30/2012 5:20 AM
13 of 56
90538978.xls.ms_office
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Task#
UAT
Name
1
Y
Pre
n/a
All
2
N
n/a
n/a
UAT ONLY
Start refresh of R12PER
3
N
n/a
UAT ONLY
Start refresh of OAUAT
4
N
n/a
UAT ONLY
Start refresh of SFTRN
UAT ONLY
Start refresh of HRF4
Time Taken
Cold Backup of GOLD
105
Y
Pre
All
106
Y
Pre
All
If Pso Employee‟S Org Is Null Then Populate The Organization Field As “Bgname”; Theretta To Confirm What To Do About “Us Professional” Field With “Bgname”
107
Y
Pre
All
All Non-Pso Employees Should Have Organization Field Populated With
14
N
Pre
Update The Field “Us Professional” In Hrms W ith The Organization
Value Associated With All Pso Employees
“Bgname” In Hrms Be Assigned To Bgname
PROD ONLY Turn Off HRMS Interface in Prod(11i) UAT ONLY
Extract HRF4 data to Spreadsheet
UAT ONLY
Manipulate the HRF4 spreadsheet with data changes
UAT ONLY
Update the HR Extract with current Employee Cost Centers (for delta records) Update GL Mappting for deltas
5
N
n/a
UAT
Create DB links between R12PER & OAUAT
6
Y
n/a
UAT
Apply Patches to R12PER - Required for Conversion
1
Y
Pre
All
8
N
n/a
CRP3
Turn Archive logging off and Statement level processing off
0.50
2.00
Migrate Code to R12PER
9
Y
Pre
All
Y
Pre
All
Validate ALL setups (e.g. COA value,Segment map,Ledger map, Item Orgs etc) Run GL COA Conversion
1.00
10 11
Y
Pre
All
Load Job Valueset
1.00
12
Y
Pre
All
Load PSO Mapping Valueset
1.00
13
Y
Pre
All
Load HR Organizations
0.25
20
Y
Pre
All
Validate Employee numbering is manual
N
n/a
CRP3 ONLY
N
Pre
All
16
Pre
5.00
Unit test GL Balance Conversion changes
Point HRMS Interface to Prod
0.05
Extract GL Balance data upto June 2010
0.25
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Task#
UAT
Name
1
Y
Pre
n/a
All
2
N
n/a
n/a
UAT ONLY
Start refresh of R12PER
3
N
n/a
UAT ONLY
Start refresh of OAUAT
4
N
n/a
UAT ONLY
Start refresh of SFTRN
UAT ONLY
Start refresh of HRF4
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
Cold Backup of GOLD
105
Y
Pre
All
106
Y
Pre
All
If Pso Employee‟S Org Is Null Then Populate The Organization Field As “Bgname”; Theretta To Confirm What To Do About “Us Professional” Field With “Bgname”
107
Y
Pre
All
All Non-Pso Employees Should Have Organization Field Populated With
14
N
Pre
Update The Field “Us Professional” In Hrms W ith The Organization
Value Associated With All Pso Employees
“Bgname” In Hrms Be Assigned To Bgname
PROD ONLY Turn Off HRMS Interface in Prod(11i) UAT ONLY
Extract HRF4 data to Spreadsheet
UAT ONLY
Manipulate the HRF4 spreadsheet with data changes
UAT ONLY
Update the HR Extract with current Employee Cost Centers (for delta records) Update GL Mappting for deltas
5
N
n/a
UAT
Create DB links between R12PER & OAUAT
6
Y
n/a
UAT
Apply Patches to R12PER - Required for Conversion
1
Y
Pre
All
8
N
n/a
CRP3
Turn Archive logging off and Statement level processing off
0.50
2.00
Migrate Code to R12PER
9
Y
Pre
All
Y
Pre
All
Validate ALL setups (e.g. COA value,Segment map,Ledger map, Item Orgs etc) Run GL COA Conversion
1.00
10 11
Y
Pre
All
Load Job Valueset
1.00
12
Y
Pre
All
Load PSO Mapping Valueset
1.00
13
Y
Pre
All
Load HR Organizations
0.25
20
Y
Pre
All
Validate Employee numbering is manual
N
n/a
CRP3 ONLY
N
Pre
All
16
Pre 17
5.00
Unit test GL Balance Conversion changes
Point HRMS Interface to Prod
0.05
Extract GL Balance data upto June 2010
0.25
N
Pre
All
Run GL Balance Conversion upto June 2010
5.00
N
Post
All
Extract GL Balance data for July 2010
0.25
18
Y
Post
All
RUN GL Balance Conversion for July 2010
19
N
n/a
CRP3 ONLY
79
Y
Pre
All
21
Y
Pre
All
Employee Conversion - Small Batch
22
Y
Pre
All
Validate Emp Conversion check for TPRs
23
Y
Pre
All
Build and Unit test Employee Conversion Changes HRMS System update for PSO Organizations, Jobs and Addresses
Run Emp Conversion - Complete RUN
Pre
Extract Suppliers & Banks from R11i
Pre
Import Suppliers & Banks(Small Batch)
Pre
Validate Suppliers small batch
0.05
Pre
Import Suppliers & Banks(Full Batch)
1.00
24
Y
Pre
All
Run FA Extract from R11i
24
Y
Pre
All
RUN FA Convertion
25
Y
Pre
All
Update Orig System Reference on OBA Customers
26
Y
Pre
All
Define Price list headers(formerly Update Pricelist on Customers)
27
Y
Pre
All
Turn Automatic Numbering off
0.10
3/30/2012 5:20 AM
14 of 56
90538978.xls.ms_office
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Name
Time Taken
Task#
UAT
28
Y
Pre
All
Run Customer Conversion - Invoices(Small Batch)
29
Y
Pre
All
Validate Customers Small Batch
30
Y
Pre
All
Run Customer conversion - Invoices(Full Batch)
32
N
n/a
CRP3 ONLY
33
N
n/a
CRP3 ONLY
Y
Pre
All
User id conversion
34
Y
Pre
All
Run Resource conversion(small batch)
35
Y
Pre
All
Validate small batch(resources)
36
Y
Pre
All
Run resource conveersion(Full)
37
Y
Pre
All
Load Siebel Categories
38
Y
Pre
All
Manually create PL/PS Items
39
N
n/a
CRP3 ONLY
40
Y
Pre
All
Run Item Conversion small batch
41
Y
Pre
All
Validate Items
0.20
42
Y
Pre
All
Run Item load for Master & Child Orgs
1.00
43
Y
Pre
All
Run Price list
2.00
44
Y
Pre
All
Seibel Conversion
TBD
Build & Unit test post update script for relationship Build and Unit test Resource Conversion
0.50
Build and Unit test Items 0.20
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Name
Time Taken
Task#
UAT
28
Y
Pre
All
Run Customer Conversion - Invoices(Small Batch)
29
Y
Pre
All
Validate Customers Small Batch
30
Y
Pre
All
Run Customer conversion - Invoices(Full Batch)
32
N
n/a
CRP3 ONLY
33
N
n/a
CRP3 ONLY
Y
Pre
All
User id conversion
34
Y
Pre
All
Run Resource conversion(small batch)
35
Y
Pre
All
Validate small batch(resources)
36
Y
Pre
All
Run resource conveersion(Full)
37
Y
Pre
All
Load Siebel Categories
38
Y
Pre
All
Manually create PL/PS Items
39
N
n/a
CRP3 ONLY
40
Y
Pre
All
Run Item Conversion small batch
41
Y
Pre
All
Validate Items
0.20
42
Y
Pre
All
Run Item load for Master & Child Orgs
1.00
43
Y
Pre
All
Run Price list
2.00
44
Y
Pre
All
Seibel Conversion
TBD
45
Y
Pre
All
Update Item attributes
46
Y
Pre
All
EBTAX Setup for US & Cananda
47
Y
Pre
All
EBTax Verification
Pre
All
Extract Invoices with Deferred revenue.
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
Build and Unit test Resource Conversion
0.50
Build and Unit test Items 0.20
Y
Pre
All
Run Invoice Conversion(small batch)
49
Y
Pre
All
Validate small batch
50
Y
Pre
All
Run Invoice Conversion(Closed)
Pre
All
Stop Entering Invoices in Prod! Run Extract of Open Invoices from Prod
Pre Pre
End date
Build & Unit test post update script for relationship
48
Pre
Start Date
Run Invoice Conversion(Closed)
51
Y
All
Run Post update script for Invoices(Print date & Alternate Book Date)
52
Y
pre
All
Run Payment Batch
31
Y
Pre
All
Run Customer Conversion - All customers
53
Y
Pre
All
Apply POST Upgrade script to customers(relationship)
57
Y
Pre
All
Update Customers to Inactive
54
Y
Pre
All
Run Oracle Provided Scripts to check for duplicates
55
Y
Pre
All
Run Project Invoices
3/30/2012 5:20 AM
15 of 56
90538978.xls.ms_office
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Task#
UAT
Name
56
Y
Pre
58
Y
Pre
59
Y
n/a
61
Y
Pre
All
Run Projects Costs Small Batch
60
Y
Pre
All
Validate Projects
67
Y
Pre
All
Run Budgets/Agreements
63
Y
Pre
All
Run Project Revenue Small Batch
64
Y
Pre
All
Validate Costs,Revenue, Budgets
65
Y
Pre
All
Run Project Conversion (Complete Run)
66
Y
Pre
All
Run Cost conversion (Complete Run)
67
Y
Pre
All
Run Budgets/Agreements (Complete Run)
68
Y
Pre
All
Run Revenue Conversion (Complete Run)
69
Y
Pre
All
ECM import
70
N
n/a
CRP3 ONLY
Modify Customer Conversion Price list logic for missing PL
71
N
n/a
CRP3 ONLY
Take Backup of CRP3(Post All Conversion)
72
N
n/a
CRP3 ONLY
73
Y
Pre
All
Put Customer Auto - Numbering ON
74
Y
Pre
All
Turn Archive log on & Statement level processing on
75
Y
Pre
All
Turn Qualifiers for Price list headers
77
Y
Pre
All
VCI & SLC employees need to manually created as suppliers
78
Y
Pre
All
Data Quality cleanup for Canary Island addresses
80
Y
Pre
All
Touch base on PCH Refresh issue
81
Y
Pre
All
Printer Queues
83
Y
Pre
All
Review high priority TPRs
84
Y
Pre
All
85
Y
Pre
All
Need to manuall update HRMS system in Production prior to conversion run. Validate System Profile Options, Printer Setups etc.
86
Y
Post
All
Concurrent Program : Inventory Item Reconciliation Report
87
Y
Pre
All
Data Cleanup
All
Set Attribute for Sales Rep to be mandatory
All
Convert Project Small Batch
CRP3 & UAT Cold back up after Customers
Refresh PCH from CRP3
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Task#
UAT
Name
56
Y
Pre
58
Y
Pre
59
Y
n/a
61
Y
Pre
All
Run Projects Costs Small Batch
60
Y
Pre
All
Validate Projects
67
Y
Pre
All
Run Budgets/Agreements
63
Y
Pre
All
Run Project Revenue Small Batch
64
Y
Pre
All
Validate Costs,Revenue, Budgets
65
Y
Pre
All
Run Project Conversion (Complete Run)
66
Y
Pre
All
Run Cost conversion (Complete Run)
67
Y
Pre
All
Run Budgets/Agreements (Complete Run)
68
Y
Pre
All
Run Revenue Conversion (Complete Run)
69
Y
Pre
All
ECM import
70
N
n/a
CRP3 ONLY
Modify Customer Conversion Price list logic for missing PL
71
N
n/a
CRP3 ONLY
Take Backup of CRP3(Post All Conversion)
72
N
n/a
CRP3 ONLY
73
Y
Pre
All
Put Customer Auto - Numbering ON
74
Y
Pre
All
Turn Archive log on & Statement level processing on
75
Y
Pre
All
Turn Qualifiers for Price list headers
77
Y
Pre
All
VCI & SLC employees need to manually created as suppliers
78
Y
Pre
All
Data Quality cleanup for Canary Island addresses
80
Y
Pre
All
Touch base on PCH Refresh issue
81
Y
Pre
All
Printer Queues
83
Y
Pre
All
Review high priority TPRs
84
Y
Pre
All
85
Y
Pre
All
Need to manuall update HRMS system in Production prior to conversion run. Validate System Profile Options, Printer Setups etc.
86
Y
Post
All
Concurrent Program : Inventory Item Reconciliation Report
87
Y
Pre
All
Data Cleanup
88
Y
Pre
All
Correction of Cities & Counties for Customers
89
Y
Pre
All
90
Y
Pre
All
Update Term Bundles to reference revenue category of TERMLICENSE/SUPPORT Ensure Supplier Cleanup has been performed
91
Y
Post
All
92
Y
Pre
All
Update the revenue account to 404000 for S&H item at master and org levels (US & IE) Clean up Support % on Perpetual Bundles
93
Y
Pre
All
Clean up Revenue Categories in R12UAT
94
Y
Pre
All
95
Y
n/a
CRP & UAT
96
Y
Pre
All
Develop a Go No Checklist
97
Y
Pre
All
Go No GO Decision Meeting
98
Y
Pre
All
Setup Customer for OB10(Electronic Invoicing)
99
Y
Post
All
Manually change the item type for HW items(54)
100
Y
Pre
All
Patches to R12CRP
All
Set Attribute for Sales Rep to be mandatory
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
Refresh PCH from CRP3
Clean up DFFs and Categories that are no longer active Memory and Resources on the CRP3 & UAT
3/30/2012 5:20 AM
16 of 56
90538978.xls.ms_office
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Task#
UAT
101
Y
102
Y
n/a
103
Y
Pre
104
Y
n/a
108
Y
109 110
n/a
Name
CRP3 & UAT DB Patches to R12CRP.
DQ Query for missing County All
Cleanup of HRMS System for Sex Indicator
Pre
All
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 c onversion of HRMS system to get the 4 segments given in Oracle.
Y
Pre
All
Update Views and Create Database link with Oracle R12
Y
Pre
All
Schedule background Jobs(concurrent programs) in GOLD/UAT
N
n/a
All
N
n/a
CRP3 ONLY
Y
Pre
All
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
Y
Post
All
Update COA for Italian employees as they don‟t have point to Black Box
Y
Pre
All
Printer Queues
Y
Manually load 4 dormant entities and 910 Elimination Company
Y
n/a
TIMS migration to UAT
Y
Pre
TIMS migration to Production
Y
Pre
Forms path needs to be reset for QSTFORM
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
F4 Project Cutover List UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Task#
UAT
101
Y
102
Y
n/a
103
Y
Pre
104
Y
n/a
108
Y
109 110
n/a
Name
Time Taken
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
CRP3 & UAT DB Patches to R12CRP.
DQ Query for missing County All
Cleanup of HRMS System for Sex Indicator
Pre
All
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 c onversion of HRMS system to get the 4 segments given in Oracle.
Y
Pre
All
Update Views and Create Database link with Oracle R12
Y
Pre
All
Schedule background Jobs(concurrent programs) in GOLD/UAT
N
n/a
All
N
n/a
CRP3 ONLY
Y
Pre
All
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
Y
Post
All
Update COA for Italian employees as they don‟t have point to Black Box
Y
Pre
All
Printer Queues
Y
Manually load 4 dormant entities and 910 Elimination Company
Y
n/a
TIMS migration to UAT
Y
Pre
TIMS migration to Production
Y
Pre
Forms path needs to be reset for QSTFORM
Y
Pre
Update OB10 with Duns number
Y
Pre
Update Siebel Accounts for Canary Island to Spain
Y
Pre
VizionCore Invoices.
Y
Pre
Get all Cliffords items in here
Y
Pre
Y
Pre
- DQ to cleanse addresses where C/O is in address to support Project Accounting. Revenue Recognition - For July Invoices(in 11i)
Y
Post
Revenue Recognition - For July Invoices
Y
Pre
HRMS System needs to be updated to reflex R12 values(Used by Employee Interface)
Y
Pre
Y
Modify Employee Interface code after HRMS System is updated with the new COA segments Open PO Conversion
Y
Open Requisitions
3/30/2012 5:20 AM
17 of 56
90538978.xls.ms_office
F4 Project Cutover List UAT
Task#
UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Y Y
Name
Open AP Invoices Pre
All
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
F4 Project Cutover List UAT
Task#
UAT
Pre/Post Complete in ONLY,CUTOVE GOLD? R Only, UAT, All) Go-Live
Y Y
Time Taken
Name
Start Date
End date
Start Date(IST)
Start Date(IST)
Time Started
Time Completed
Open AP Invoices Pre
All
Environments setup with user preferences set to HTML with attachments add create accounting after payments and after invoices
3/30/2012 5:20 AM
18 of 56
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Auto
Validation Status
n/a n/a n/a n/a
2&3
n/a n/a n/a n/a
7
n/a
8 n/a n/a n/a n/a
90538978.xls.ms_office
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Auto
Validation Status
n/a n/a n/a n/a
2&3
n/a n/a n/a n/a
7
n/a
8 n/a n/a n/a n/a
n/a Not Started 9,10,11,12,13,1 7 19 20
9 n/a 38,28 n/a
3/30/2012 5:20 AM
19 of 56
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Validation Status
After update OBA customers and after define pl headers
Run only after Emp conversion Run Only after EMP & User ID conversion. 31
n/a n/a 35 36 37 38 39
90538978.xls.ms_office
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Validation Status
After update OBA customers and after define pl headers
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
3/30/2012 5:20 AM
20 of 56
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
55 56
58 57 64 60 61 62 63 64 65 66 Mar-00 Mar-00
69
RICE ID
Resource
Manual/Aut omated
Validation Status
90538978.xls.ms_office
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Validation Status
55 56
58 57 64 60 61 62 63 64 65 66 Mar-00 Mar-00
69
After customer conversion After Item conversion
3/30/2012 5:20 AM
21 of 56
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Validation Status
90538978.xls.ms_office
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Validation Status
Manual
-Prior to Invoice Conversion
-Prior to running Closed Invoices in PROD
- Post Conversion for Open Invoices
Manual Manual
3/30/2012 5:20 AM
22 of 56
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Manual
Validation Status
90538978.xls.ms_office
F4 Project Cutover List Time Elapsed (Planned)
Time Elapsed (Actual)
Actual time
Execution Status
Dependent Task
RICE ID
Resource
Manual/Aut omated
Validation Status
Manual
3/30/2012 5:20 AM
23 of 56
F4 Project Cutover List
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
- Prior to running the extract - Prior to running the extract
- Prior to running the extract - This should be done prior to Extract
Counties, Mexico, addr, and cost centers
- This is to increase performance of the conversion runs.
- This is to upload the PSO jobs in Oracle.
- After the Employee conversion is done.
90538978.xls.ms_office
F4 Project Cutover List
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
- Prior to running the extract - Prior to running the extract
- Prior to running the extract - This should be done prior to Extract
Counties, Mexico, addr, and cost centers
- This is to increase performance of the conversion runs.
- This is to upload the PSO jobs in Oracle.
- After the Employee conversion is done.
POST Go Live POST GO Live
Source is data from Prod
- Need to run this prior to running Customer Conversion
- Prior to running Customer Conversion
3/30/2012 5:20 AM
24 of 56
F4 Project Cutover List
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 Id‟s 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 id‟s and values provided by Oracle. Old values are post-fixed with „_R11i‟ and inactivated.
3. City based on longer values accommodated by R12/Vertex
90538978.xls.ms_office
F4 Project Cutover List
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 Id‟s 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 id‟s 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.
- NEEDS TO BE DONE IN GOLD - NEEDS TO BE DONE IN GOLD
- 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.
3/30/2012 5:20 AM
25 of 56
F4 Project Cutover List
Comments
- This is only a CRP3 Item.
- This is a CRP3 Issue only.
- 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.
- Customer will provide printer queues
- Waiting on further c larification on this issue.x
- Post Go Live - Business will need to complete the cleanup of GL trial balances before Cutover
90538978.xls.ms_office
F4 Project Cutover List
Comments
- This is only a CRP3 Item.
- This is a CRP3 Issue only.
- 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.
- Customer will provide printer queues
- Waiting on further c larification on this issue.x
- 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
3/30/2012 5:20 AM
26 of 56
F4 Project Cutover List
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
- Possibly manual update
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
90538978.xls.ms_office
F4 Project Cutover List
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
- Possibly manual update
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
3/30/2012 5:20 AM
27 of 56
F4 Project Cutover List
Comments
- Need to ensure that AP Invoices are paid out prior to conversion
90538978.xls.ms_office
F4 Project Cutover List
Comments
- Need to ensure that AP Invoices are paid out prior to conversion
3/30/2012 5:20 AM
28 of 56
Context(CRP3 ONLY, UAT ONLY.CUTOVER Step Complete Only,CRP3 & UAT, in GOLD All)
90538978.xls.ms_office
Task#
CRP3
UAT
Prod
Pre or Post Go Live
1
Y
Y
Y
Pre
All
Cold Backup of GOLD
2
Y
N
N
NA
CRP3 ONLY
Start refresh of R12CRP
3
Y
N
N
NA
CRP3 ONLY
Start refresh of OATST
4
Y
N
N
NA
CRP3 ONLY
Start refresh of SFTST
5
Y
N
N
NA
CRP3 and UAT
Create DB links between R12CRP & OATST
6
Y
Y
N
NA
CRP3 and UAT
Apply Patches to R12CRP Required for Conversion
1
Y
Y
Y
Pre
All
Turn Archive logging off and Statement level processing off
8
Y
N
N
NA
CRP3
Migrate Code to R12CRP
Name
Validate ALL setups (e.g. COA value,Segment map,Ledger map,
Context(CRP3 ONLY, UAT ONLY.CUTOVER Step Complete Only,CRP3 & UAT, in GOLD All)
Task#
CRP3
UAT
Prod
Pre or Post Go Live
1
Y
Y
Y
Pre
All
Cold Backup of GOLD
2
Y
N
N
NA
CRP3 ONLY
Start refresh of R12CRP
3
Y
N
N
NA
CRP3 ONLY
Start refresh of OATST
4
Y
N
N
NA
CRP3 ONLY
Start refresh of SFTST
5
Y
N
N
NA
CRP3 and UAT
Create DB links between R12CRP & OATST
6
Y
Y
N
NA
CRP3 and UAT
Apply Patches to R12CRP Required for Conversion
1
Y
Y
Y
Pre
All
Turn Archive logging off and Statement level processing off
8
Y
N
N
NA
CRP3
Migrate Code to R12CRP
Name
9
Y
Y
Y
Pre
All
Validate ALL setups (e.g. COA value,Segment map,Ledger map, Item Orgs etc)
10
Y
Y
Y
Pre
All
Import GL COA Black Box
11
Y
Y
Y
Pre
All
Load Job Valueset
12
Y
Y
Y
Pre
All
Load PSO Mapping Valueset
13
Y
Y
Y
Pre
All
Load HR Organizations
N
N
Y
Pre
All
Turn Off HRMS Interface in Prod(11i)
Y
Y
Y
Pre
All
HRMS System needs to be updated to reflect R12 values.
15
Y
N
N
NA
CRP3 ONLY
Build and Unit test Invoice conversion logic for Projects
20
Y
Y
Y
Pre
All
Validate Employee numbering is manual
14
UPDATE THE FIELD “US PROFESSIONAL” IN HRMS WITH
105
Y
Y
Y
Pre
All
THE ORGANIZATION VALUE ASSOCIATED WITH ALL PSO EMPLOYEES
IF PSO EMPLOYEE‟S ORG IS
106
Y
Y
Y
Pre
All
NULL THEN POPULATE THE ORGANIZATION FIELD AS “BGNAME”; THERETTA TO CONFIRM WHAT TO DO ABOUT “US PROFESSIONAL” FIELD WITH “BGNAME”
107
Y
Y
Y
Pre
All
All Non-PSO employees should HAVE ORGANIZATION FIELD POPULATED WITH “BGNAME” IN HRMS be assigned to BGNAME
14
Y
Y
Y
Pre
All
HRMS Extract
16
Y
N
N
NA
CRP3 ONLY
Unit test GL Balance Conversion changes
N
N
Y
Pre
All
Point HRMS Interface to Prod
Y 17
N N
18 19
79 21
Y Y
Y Y
N N Y N
Y Y
Y Y Y N
Y Y
Pre
Extract GL Balance data upto June 2010
Pre
All
Run GL Balance Conversion upto June 2010
All
Extract GL Balance data for July 2010
All
RUN GL Balance Conversion for July 2010
CRP3 ONLY
Build and Unit test Employee Conversion Changes
All
HRMS System update for PSO Organizations, Jobs and Addresses
All
Employee Conversion - Small Batch
Post Post NA
Pre Pre
22
Y
Y
Y
Pre
All
Validate Emp Conversion check for TPRs
23
Y
Y
Y
Pre
All
Run Emp Conversion - Complete RUN
Y
Pre
Extract Suppliers & Banks from R11i
Y
Pre
Import Suppliers & Banks(Small Batch)
Y
Pre
Validate Suppliers small batch
Y
Pre
Import Suppliers & Banks(Full Batch)
24
Y
Y
Y
Pre
All
Run FA Extract from R11i
24
Y
Y
Y
Pre
All
RUN FA Convertion
25
Y
Y
Y
Pre
All
Update Orig System Reference on OBA Customers
26
Y
Y
Y
Pre
All
Define Price list headers(formerly Update Pricelist on Customers)
27
Y
Y
Y
Pre
All
Turn Automatic Numbering off
28
Y
Y
Y
Pre
All
Run Customer Conversion Invoices(Small Batch)
29
Y
Y
Y
Pre
All
Validate Customers Small Batch
All
Run Customer conversion Invoices(Full Batch)
CRP3 ONLY
Build & Unit test post update script for relationship
30 32
Y Y
Y N
Y N
Pre NA
Y
N
N
NA
CRP3 ONLY
Build and Unit test Resource Conversion
Y
Y
Y
Pre
All
User id conversion
34
Y
Y
Y
Pre
All
Run Resource conversion(small batch)
35
Y
Y
Y
Pre
All
Validate small batch(resources)
36
Y
Y
Y
Pre
All
Run resource conveersion(Full)
37
Y
Y
Y
Pre
All
Load Siebel Categories
38
Y
Y
Y
Pre
All
Manually create PL/PS Items
39
Y
N
N
NA
CRP3 ONLY
Build and Unit test Items
40
Y
Y
Y
Pre
All
Run Item Conversion small batch
41
Y
Y
Y
Pre
All
Validate Items
33
42
Y
Y
Y
Pre
All
Run Item load for Master & Child Orgs
43
Y
Y
Y
Pre
All
Run Price list
44
Y
Y
Y
Pre
All
Seibel Conversion
45
Y
Y
Y
Pre
All
Update Item attributes
46
Y
Y
Y
Pre
All
EBTAX Setup for US & Cananda
47
Y
Y
Y
Pre
All
EBTax Verification
Y
Pre
All
Extract Invoices with Deferred revenue.
48
Y
Y
Y
Pre
All
Run Invoice Conversion(small batch)
49
Y
Y
Y
Pre
All
Validate small batch
50
Y
Y
Y
Pre
All
Run Invoice Conversion(Closed)
Y
Pre
All
Stop Entering Invoices in Prod!
Y
Pre
Run Extract of Open Invoices from Prod
Y
Pre
Run Invoice Conversion(Closed)
51
Y
Y
Y
Pre
All
Run Post update script for Invoices(Print date & Alternate Book Date)
52
Y
Y
Y
pre
All
Run Payment Batch
31
Y
Y
Y
Pre
All
Run Customer Conversion - All customers
53
Y
Y
Y
Pre
All
Apply POST Upgrade script to customers(relationship)
57
Y
Y
Y
Pre
All
Update Customers to Inactive
54
Y
Y
Y
Pre
All
Run Oracle Provided Scripts to check for duplicates
55
Y
Y
Y
Pre
All
Run Project Invoices
All
Set Attribute for Sales Rep to be mandatory
56
Y
Y
Y
Pre
58
Y
Y
Y
Pre
All
Convert Project Small Batch
59
Y
Y
N
NA
CRP3 & UAT
Cold back up after Customers
61
Y
Y
Y
Pre
All
Run Projects Costs Small Batch
60
Y
Y
Y
Pre
All
Validate Projects
67
Y
Y
Y
Pre
All
Run Budgets/Agreements
63
Y
Y
Y
Pre
All
Run Project Revenue Small Batch
64
Y
Y
Y
Pre
All
Validate Costs,Revenue, Budgets
All
Run Project Conversion (Complete Run)
All
Run Cost conversion (Complete Run)
65 66
Y Y
Y Y
Y Y
Pre Pre
67
Y
Y
Y
Pre
All
Run Budgets/Agreements (Complete Run)
68
Y
Y
Y
Pre
All
Run Revenue Conversion (Complete Run)
69
Y
Y
Y
Pre
All
ECM import
CRP3 ONLY
Modify Customer Conversion Price list logic for missing PL
70
Y
N
N
NA
71
Y
N
N
NA
CRP3 ONLY
Take Backup of CRP3(Post All Conversion)
72
Y
N
N
NA
CRP3 ONLY
Refresh PCH from CRP3
All
Put Customer Auto - Numbering ON
All
Turn Archive log on & Statement level processing on
All
Turn Qualifiers for Price list headers
All
VCI & SLC employees need to manually created as suppliers
73 74 75
77
Y Y Y
Y
Y Y Y
Y
Y Y Y
Y
Pre Pre Pre
Pre
78
Y
Y
Y
Pre
All
Data Quality cleanup for Canary Island addresses
80
Y
Y
N
Pre
All
Touch base on PCH Refresh issue
81
Y
Y
Y
Pre
All
Printer Queues
83
Y
Y
Y
Pre
All
Review high priority TPRs
All
Need to manuall update HRMS system in Production prior to conversion run.
All
Validate System Profile Options, Printer Setups etc.
84 85
Y Y
Y Y
Y Y
Pre Pre
86
Y
Y
Y
Post
All
Concurrent P rogram : Inventory Item Reconciliation Report
87
Y
Y
Y
Pre
All
Data Cleanup
88
Y
Y
Y
Pre
All
Correction of Cities & Counties for Customers
89
Y
Y
Y
Pre
All
Update Term Bundles to reference revenue category of TERMLICENSE/SUPPORT
90
Y
Y
Y
Pre
All
Ensure Supplier Cleanup has been performed
91 92 93 94
Y Y Y Y
Y Y Y Y
Y Y Y Y
Post Pre Pre Pre
All
Update the revenue account to 404000 for S&H item at master and org levels (US & IE)
All
Clean up Support % on Perpetual Bundles
All
Clean up Revenue Categories in R12UAT
All
Clean up DFFs and Categories that are no longer active
95
Y
Y
N
NA
CRP & UAT
Memory and Resources on the CRP3 & UAT
96
Y
Y
Y
Pre
All
Develop a Go No Checklist
97
Y
Y
Y
Pre
All
Go No GO Decision Meeting
98
Y
Y
Y
Pre
All
Setup Customer for OB10(Electronic Invoicing)
99
Y
Y
Y
Post
All
Manually change the item type for HW items(54)
100
Y
Y
Y
Pre
All
Patches to R12CRP
101
Y
Y
N
NA
CRP3 & UAT
DB Patches to R12CRP.
102
Y
Y
Y
NA
DQ Query for missing County
Pre
Cleanup of HRMS System for Sex Indicator
103
104
Y
Y
Y
Y
N
All
NA
Discuss CRP2 Impact if UAT instance needs to be refreshed in 2 weeks for UAT.
108
Y
Y
Y
Pre
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.
109
Y
Y
Y
Pre
All
Update Views and Create Database link with Oracle R12
All
Schedule background Jobs(concurrent programs) in GOLD/UAT
110
Y
Y
Y
Pre
Y
Y
Y
N
N
Y
N
N
Y
NA
NA
Pre
All
For CRP3 (and UAT?) make sure May is the only open period
CRP3 ONLY
Clone CRP3 after ALL Conversions Completed to R12PCH for Conv testing
All
Flag Termed employees back to Inactive after Invoice Conversion
Y
Y
Y
Post
All
Update COA for Italian employees as they don‟t have point to Black Box
Y
Y
Y
Pre
All
Printer Queues
Y
Y
Y
Y
Y
N
NA
TIMS migration to UAT
Y
Y
Y
Pre
TIMS migration to Production
Manually load 4 dormant entities and 910 Elimination Company
Y
Y
Y
Pre
Forms path needs to be reset for QSTFORM
Y
Y
Y
Pre
Update OB10 with Duns number
Y
Y
Y
Pre
Update Siebel Accounts for Canary Island to Spain
Y
Y
Y
Pre
VizionCore Invoices.
Y
Y
Y
Pre
Get all Cliffords items in here
Y
Y
Y
Pre
- DQ to cleanse addresses where C/O is in address to support Project Accounting.
Y
Y
Y
Pre
Revenue Recognition - For July Invoices(in 11i)
Post
Revenue Recognition - For July Invoices
Pre
HRMS System needs to be updated to reflex R12 values(Used by Employee Interface)
Pre
Modify Employee Interface code after HRMS System is updated with the new COA segments
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Open PO Conversion
Y
Y
Y
Open Requisitions
Y
Y
Y
Open AP Invoices
Y
Environments setup with user preferences set to HTML with attachments
Y
Y
Pre
All
add create accounting after payments and after invoices
Time Taken
Time Started
Time Completed
Time Elapsed(Planned)
Time Elapsed(Act ual)
Dependent Task
2&3
7 8
9,10,11,12,13,17 19 20
9
38,28
After update OBA customers and after define pl headers
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
After customer conversion After Item conversion
-Prior to Invoice Conversion
-Prior to running Closed Invoices in PROD - Post Conversion for Open Invoices
RICE ID
Comments
Resource
- This is to increase performance of the conversion runs.
- This is to upload the PSO jobs in Oracle.
- This should be done prior to Extract
. 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 c ontinue 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 – Wi ll be provided in the view. Evan will base that on the spreadsheets provided by Marjan.
- Prior to running the extract
Manual/Auto mated
- Prior to running the extract
- Prior to running the extract After HRMS System is updated with R12 Values
- After the Employee conversion is done.
POST Go Live POST GO Live
Source is data from Prod
- Need to run this prior to running Customer Conversion
- Activity Complete for R12CRP3 - Prior to running Customer Conversion
- After Pric elist 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. 1. Product Name from Item Id 2. Price List Id from Oracle 3. User Org Id on Siebel Accounts
- NEEDS TO BE DONE IN GOLD - NEEDS TO BE DONE IN GOLD
- 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 only a CRP3 Item.
- 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
- Waiting on further clarification on this issue.x
- 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 i n R11i as well as incorrect values. - Siebel needs to be updated as well other wise orders will error on interface.
- International suppliers with missing country code
. - 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 Aren‟t 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
- Possibly manual update
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 c all BB and instead use the segments passed over from HRMS side and use it straight. Need to be validated
Manual
Need to be validated
Manual
- Need to ensure that AP Invoices are paid out prior to conversion
Manual
Execution Status
Validation Status