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Purpose: The intent of this worksheet is to outline the Oracle configuration setup tasks by module to ensure they are completed when necessary to support conversion and complete an instance setup.
ID Module Task Required: In Gold Owner Conversion Conversion Element Dependent on Comments CRP 3 check CRP3
Y, N Copy: Relationship: Prior, element list (D = done, Comments
Y, N Post, N/A NS = not
started, IP = In
process
AP Define Employee EFT Bank Accounts Employees Add to supplier post conversion
AP Define Distribution Sets NA
AP Define Additional Payment Terms NA
AP Define Expense Report Template NA
AP Add Project Expenditure Types to Project Expenditure Types
Expense report Template
AP Define AP Aging Periods NA
AP Define Additional Suppliers Post Suppliers Part of Conversion
AP Define Tax Codes and Rates NA
AP Define Tolerance NA May be part of Purchasing Setup
AP Add Service engineers as suppliers Post Employee Employee Only need to add Service techs as
suppliers. All others will automatically get
created through iExpense 1st time.
Service is using custom interface this is
why we must add manually. Must link
supplier to the employee record.
ID Module Task Required: In Gold Owner Conversion Conversion Element Dependent on Comments CRP 3 check CRP3
Y, N Copy: Relationship: Prior, element list (D = done, Comments
Y, N Post, N/A NS = not
started, IP = In
process
Fixed Assets Define All Key Flexfield Segments, Prior Used same from CRP2
Values, Rules
Fixed Assets Define System Controls Prior
Fixed Assets Define Book Controls Prior Need to validate for tax
Fixed Assets Define Depreciation Methods NA Methods are seeded. Setup required only
if need custom methods
Fixed Assets Define Asset Ceilings NA
ID Module Task Required: In Gold Owner Conversion Conversion Element Dependent on Comments CRP 3 check CRP3
Y, N Copy: Relationship: Prior, element list (D = done, Comments
Y, N Post, N/A NS = not
started, IP = In
process
ID Module Task Required: In Gold Owner Conversion Conversion Element Dependent on Comments CRP 3 check CRP3
Y, N Copy: Relationship: Prior, element list (D = done, Comments
Y, N Post, N/A NS = not
started, IP = In
process
Inventory Define Drop Ship Locations Prior PO Hackney. Need to review others. NS
Inventory Define PO Categories Prior Items List located in ERP ->? Note: EXP needs D Hyperlink to categories list
to be added to list
Inventory Decide & Define Default Category Set TBD TBD input for default category set
Inventory Decide & Define Item Statuses Prior Items
Inventory Decide & Define Item Types Prior Items
Inventory Decide & Define Item Templates Prior Items Don't input lead times
Inventory Define default lead times on BUY and Post Items
BULK templates
Inventory Decide & Define Account Aliases D
Inventory Decide & Define Organization D
Parameters
Inventory Decide & Define Inventory Item Prior Items Product Line & Model . New map D
Categories required
Inventory Decide & Define Inventory Item Category Prior Items Product Line & Model . New map D
Set required
Inventory Review Item Attribute Controls
Inventory Create Item Subinventories Prior Inventory Balances 78 subinventory in Gold because one is D Hyperlink to Sub inv doc
required for other setups. Note.
Reservable not required for all depots
and toolboxes. List of additional required
sub-inventories
Inventory Create Item Locators Prior Inventory Balances DEFAULT locator in Gold because one is D
required for other setups
Inventory Define material sub-elements
Inventory Material overhead absorption rules
Inventory Material overhead default Setup MOH for buy items, total value, .13
per input from Imparato
Inventory Define material overheads and rates Pending absorption account review from
Imparato. Leanne reviewed. Setup
"Subk OH," and "MOH."
Inventory Define direct/department overheads MFG OH and OSP OH setup
Inventory Complete direct/department overheads Requires setup of departments
Inventory Create Sub-Inventories for Preferred Prior Inventory Balances D
locations
Inventory Create Locators for Preferred locations Prior Inventory Balances D
Inventory Define freight carriers Prior N/A List located in ERP ->Materials NS
Inventory Define shipping methods NS
Inventory Define transaction types D
Inventory Define transaction source types D
Inventory Define transaction reasons N/A
Inventory Determine use of ABC analysis - define NS
classifications
Inventory define cycle count names NS
Inventory Setup Physical Inventory NS
Inventory Material shortage parameters NS
Inventory Material shortage items (review/update ?
item templates
Inventory Load safety stock for planning This should be done durinh conversion? ?
ID Module Task Required: In Gold Owner Conversion Conversion Element Dependent on Comments CRP 3 check CRP3
Y, N Copy: Relationship: Prior, element list (D = done, Comments
Y, N Post, N/A NS = not
started, IP = In
process
Purpose: The intent of this worksheet is to summerize high level conversion data by element. Detailed conversion tasks
will be defined on the conversion tasks worksheet.
Data Element Resource(s) Est. # Records Conversion Originating Technical CRP1 Conv CRP2 Conv CRP3 Conv Status / Issues Risk Assessment
Lead in Bold Method Medium Contract Scope & Results Scope & Results Scope
Open PO's Electronic Yes None Full load, minor Full load Cleanup status? Low
account issues
Inventory Electronic Yes Full load, minor None Full Load Cleanup status? Low
Balances problems with
valid subinv
Suppliers Electronic Yes Full load only 21 80 Full Load Cleanup status? Low
kickouts
Sales Manual No None ? ? Need details from Joe Med
Opportunities
Price Lists Manual No Manually setup X? Manually setup ? Need details from Joe Low
X?
Project Contracts Manual No None ? ? 1) Plan to enter all active contracts CRP3? Med
2) Need details from Joe
Sales Orders Manual No None None ? 1) Source of data? Med
2) Need details from Joe
Employee Master Electronic Yes Manually setup Manually setup Full Load using Havn't loaded employees through ADP interface yet High
team members 300, Date ADP interface ?
effective issues
GL Balances Electronic Yes None FY05 & 4 month's FY06 and 4-5 1) Determine scope of budget load CRP3 Low
activity, minor months activity 2) Loading using ADI- 1 years history
issues
Open AR Manual No None None Load invoices for 1) Plan single distribution line for all open receivables Med
one supplier 2) 500 invoices, 100 open deferred balances
Routings Electronic Yes Full load only 3 None Full Load Cleanup work remains Low
kickouts
Open Work Manual No None None 15-25 jobs of all 1) Concerned with duration of doing this manually High
Orders types 2) Need to generate data loaders.
3) Need validated cost data.
Contracts Library Manual No None None ? Unsure of scope Med
Project Setup & Manual No None Manually setup Manually Setup Source Data - Source Data - Excel Sheet identifying High
WBS 8 Conversion 10 Conversion conversion projects with all project setup info identified.
projects for open projects for open 4thshift/PS7 filefor WBS (make sure PS7 WBS
PO, 1 conversion PO, 1 structure maps to Fourthshift WBS structure)
project to test ITD conversion
cost upload project to test Non-contract projects (any projects need for go-live for
ITD cost upload either historical capture or new capture) include
Expense (Support), FS, Payroll, B&P, IRAD, PTO,
Capital, Work Order Labor
Data Element Resource(s) Est. # Records Conversion Originating Technical CRP1 Conv CRP2 Conv CRP3 Conv Status / Issues Risk Assessment
Lead in Bold Method Medium Contract Scope & Results Scope & Results Scope
Project Budgets Manual/Electro No None Manually Setup 1 1 project test Source Data - Excel Sheet identifying conversion High
nic/Oracle Web Successfully projects with all project setup info identified. PS7
ADI Budget Files with resources mapped to new
expenditure type.
Project Costs Manual/Electro No None Manually Setup 1 1 project test Oracle ADI. Contract Projects only 20, 13 conversion High
nic/Oracle WEB Successfully project expenditure types *15 tasks, ITD by task by
ADI fiscal year. All Material will go to Z conv material exp
type and be categorized as Material (Item) even though
may not be item - to convert ITD by GLCA is not
recommended - need to convert at higher level using
spendtype categories in access.
BOM's Electronic Yes Full load with None Full load 1) Update Smarteam data to match 4th shift High
28803 comp 2) Clean up overlapping comp effec dates
kickouts 3) No tests yet of Smarteam interface
4) Item & BOM reduction impact
Item Master Electronic Yes Full load, 4334 None Full Load 1) Update Smarteam data to match 4th shift High
problem items, 2)Set template values 3) No tests yet
minor kickouts for of Smarteam interface 4) Item & BOM reduction
rev, UOM, impact
catagories
Sales Quotes Not converting
RFQ's Not converting
Service Contracts Manual No None 100 loaded, 30-40 Need to surpress invoices post load Low
minimal problems
Customers & Electronic Yes None Full load, many Full load Lots of clean up (Terry P Finance) and mapping work High
Sites problems required
1) Have never converted or tested method Med
Customer 2) Joe to work with Maureen Saterial to test importing
Contacts Electronic No None None Full load using a spreadsheet utility within CRM
Low
Budgets Electronic/ADI No None Sample Full load Load with ADI either as Journal entry or budget upload
Low
Open Project Approx. 20 projects with 50 open actions per project.
Action Items Manual No None None 1 project test These can even be entered post-go-live if necessary.
Conv Element Load Seq
Purpose: The intent of this worksheet is to identify AS&E's data elements, show load dependencies and provide a gross potential load sequence. Detailed load sequencing tasks will be
defined on the "Conversion Tasks" worksheet and the element load schedule will be defined in the project schedule.
A B C D E F G
Load Seq 1 Employee Master Customers GL Balances Assets Contracts Library Budgets
Load Seq 2 Items Master & Org Project Setup & WBS Suppliers Open AR Sales Staff Customer Contacts Quote Approval Rules
Predecessors 1A 1A, 1B 1A 1B 1A 1B 1A
Load Seq 3 Routings Sales Opportunities Install Base Item Cost Price Lists Open Project Actions
Predecessors 2A 1B, 2E, 2F 2A (1A, 1B) 2A 2A 2B (1A)
Load Seq 4 BOM's Service Contracts Inventory Balances Warranty Contracts
Predecessors 3A 3C (1B) 3D 3C (1B)
Load Seq 5 Sales Orders Service Requests Open PO's Sales Items Assignments
Predecessors 4A ( 1B, 2A, 3D) 4B (3C) 4A (2B) 4A
Load Seq 6 Project Contracts
Predecessors 5A (Key ID)
Load Seq 7 Proj. Budgets Proj. Costs
Predecessors 6A 6A
Load Seq 8 Open Work Orders
Predecessors 7A
Purpose: The intent of this worksheet is to outline conversion tasks by data element, identify conversion owners, identify verification subelements, identify supporting program location, estimate task durations and record comments by task.
ID Sequence Element Task Owner Verification Data Sub-elements Script / Dataloader/ Program Task Comments
File Name & Location Duration
(hours)
4 10 BOM's Cleanup Components Overlapping Effectivity Dates
5 10 BOM's Cleanup Components Reference Designators
6 10 BOM's Cleanup Duplicate Components
7 10 Customers Cleanup Missing Names
8 10 Customers Cleanup Duplicate site addresses via spreadsheet from
HEAT
9 10 Customers Cleanup Update new customer profiles in heat with 4th
shift custid and make sure that custid is mapped to a main
customer
10 10 Customers Cleanup Duplicate Contacts
11 10 Customers Set Create Customer Flag to Y not N you must receive list
of customers from FS
23 10 Items Cleanup ECO Item and Revision Date Mismatches Are we still loading ECO Data?
24 10 Items Cleanup Fourth Shift and Smarteam Part Numbers
25 10 Items Cleanup Item Revision Date Mismatches
26 10 Install Base Cleanup duplicate serial numbers. And incorrect S/N in 4
Heat
27 10 Install Base Cleanup Fourth Shift ID in MainProc field in Heat
28 10 Install Base Cleanup Addresses in Heat
29 10 Install Base Cleanup Top level part numbers into Maintphone field in 6
heat before data conversion
30 10 Service Requests Update all Data Mapping Issues From CRP2 Load 2 See CRP2 Conversion Issues Doc
40 20 Service Requests Updated Mapping table Heat Businees Unit to Oracle ..\Data Cleaning & Conversion\BipulConversionMappings\Mapping
2 Data Conversion Tables.mdb
41 20 Service Requests Updated Mapping table FRU / Serial Number to Oracle ..\Data Cleaning & Conversion\BipulConversionMappings\Mapping
2 Data Conversion Tables.mdb
42 20 Items Update Mapping table and Define items serialized at ..\Data Cleaning & Conversion\BipulConversionMappings\Mapping Data Conversion Tables.mdb
receipt
ID Sequence Element Task Owner Verification Data Sub-elements Script / Dataloader/ Program Task Comments
File Name & Location Duration
(hours)
43 20 items Update Mapping table FRU conversion mapping doc that ..\Data Cleaning & Conversion\BipulConversionMappings\Mapping
4 Ted must get this list
Data
priorConversion
to item Tables.mdb
will change the exisitng FRU list prior to pulling into conversion
smarteam. List must containe new top level part numbers
and any additional scrubbed 4th shift FRU numbers
60 2000 Items Setup New OSP Items In Smarteam prior to item conversion
61 2000 Items Setup New ATO, PTO & BILL ONLY Items In Smarteam prior to item conversion
62 2000 Items Need Buyer code mapping table updated W:\ERP Project\Data Cleaning & Conversion\BipulConversionMappings\Mapping
Dependent on Employees Data Conversion Tables.mdb
63 2000 Items Need Planner code mapping table updated W:\ERP Project\Data Cleaning Dependent on Employees
&
Conversion\BipulConversionMa
ppings\Mapping Data
Conversion Tables.mdb
64 2000 Items Need Sub inventory location mapping table updated W:\ERP Project\Data Cleaning
&
Conversion\BipulConversionMa
ppings\Mapping Data
Conversion Tables.mdb
65 2010 Items Run validation scripts against mapping tables using C:\Work\ERP\Conversion Pull
Microsoft Access From Fourth Shift\Data
Conversion.mdb
66 2020 Items Perform item extract Smarteam New FRU list must overwrite all
smarteam FRU attributes Question: Is
the Item Master in Smarteam the
master?
67 2040 Items Run Microsoft Access scripts and create tables from C:\Work\ERP\Conversion Pull This is backed up weekly, will put this in
Fourth Shift Copy and Smarteam From Fourth Shift\Data a centralized area with Bipuls scripts.
Conversion.mdb
68 2060 Items Load Staging Tables, Run Microsoft Access C:\Work\ERP\Conversion Push This is backed up weekly, will put this in
To Oracle\ directory\Convert To a centralized area with Bipuls scripts.
Oracle.mdb Also need staging table name from
Bipul.
ID Sequence Element Task Owner Verification Data Sub-elements Script / Dataloader/ Program Task Comments
File Name & Location Duration
(hours)
69 2070 Items Validate counts between Fourth Shift \ Sql Server \ Need to code for this
Staging tables.
70 2075 Items Item extract validation Verify "x" items for: Item Number,
Item Description, Item
Type/Template, Item Revision,
Subinventory, Comodity Code,
Product Line, Buyer Code, Planner
Code
105 3100 Routings Input ATO Model Routings & Update any other routings 16 90 Routings
req for BOM's with detailed op seq numbers
106 3110 Routings Input Stock Kit Item Routings 0.5 278-1254-1, 219-6221-1 - 9, 219-1523-1
107 3110 Routings Run calculate lead times concurent process all items 0.1
ID Sequence Element Task Owner Verification Data Sub-elements Script / Dataloader/ Program Task Comments
File Name & Location Duration
(hours)
108 3110 Routings Run roll lead times concurrent process all items 0.1
109 3300 Install Base Update Data Mapping for Customer & Install Location 16
110 3300 Install Base Update counter assocaitions with all top level part 4
numbers prior to install base extract
111 3320 Install Base Run Microsoft Access scripts and create tables from C:\Work\ERP\Conversion Pull This is backed up weekly, will put this in
Fourth Shift Copy From Fourth Shift\Data a centralized area with Bipuls scripts.
Conversion.mdb
112 3330 Install Base Load Staging Tables, Run Microsoft Access C:\Work\ERP\Conversion Push This is backed up weekly, will put this in
To Oracle\ directory\Convert To a centralized area with Bipuls scripts.
Oracle.mdb Also need staging table name from
Bipul.
113 3360 Install Base Validate counts between Fourth Shift \ Sql Server \ Verify number of install base items Need to code for this
Staging tables.
114 3370 Install Base Extract validation 8
115 3380 Install Base Import to Oracle
116 3390 Install Base Validate & signoff install base 4 ties into ID 103
117 3391 Install Base Update Install Base with Key ID as Required 8 Post Contract Creation
118 3400 Item Cost Run Microsoft Access scripts and create tables from
Fourth Shift Copy
119 3400 Item Cost Item Cost extract validation
120 3400 Item Cost Load Staging Tables, Run Microsoft Access
121 3400 Item Cost Item Cost Import
122 3400 Item Cost Item Cost Validate inventory tie to GL & Signoff
123 3500 Price Lists Price list setup 32 Manual Convesion
124 3500 Service price list Service price list setup using Joe dataloader and the 16 Manual Convesion
list of parts with prices from the
existing spare parts database
205 3610 Open Project Action Items Validate & Signoff load in Oracle
128 4020 BOM's Run Microsoft Access scripts and create tables from C:\Work\ERP\Conversion Pull This is backed up weekly, will put this in
Fourth Shift Copy From Fourth Shift\Data a centralized area with Bipuls scripts.
Conversion.mdb
129 4030 BOM's Load Staging Tables, Run Microsoft Access C:\Work\ERP\Conversion Push This is backed up weekly, will put this in
To Oracle\ directory\Convert To a centralized area with Bipuls scripts.
Oracle.mdb Also need staging table name from
Bipul.
130 4040 BOM's Validate counts between Fourth Shift \ Sql Server \ Verify number of BOM component Need to code for this
Staging tables. records
131 4050 BOM's Extract validation
132 4060 BOM's Import BOM's to Oracle
133 4070 BOM's Validate & Signoff BOM load in Oracle
134 4080 BOM's Complete ATO & PTO Product BOM attributes 4 Setup BOM attributes not feed from
Smarteam
135 4080 BOM's Review and complete backflushing BOM data for desired 16 Needed for go-live only
BOM's
136 4100 Service Contracts Manually enter 177 service contracts into Oracle 60
137 4110 Service Contracts Validate & signoff service contracts 4
138 4120 Service Contracts Run "generate Draft revenue"
139 4130 Service Contracts Purge Draft revenue from AR interface tables
140 4215 Inventory Balances Updated Mapping table Sub Loaction to Oracle ..\Data Cleaning & Conversion\BipulConversionMappings\Mapping Data Conversion Tables.mdb
141 4220 Inventory Balances Run Microsoft Access scripts and create tables from C:\Work\ERP\Conversion Pull This is backed up weekly, will put this in
Fourth Shift Copy From Fourth Shift\Data a centralized area with Bipuls scripts.
Conversion.mdb
142 4225 Inventory Balances Extract validation
143 4230 Inventory Balances Load Staging Tables, Run Microsoft Access C:\Work\ERP\Conversion Push This is backed up weekly, will put this in
To Oracle\ directory\Convert To a centralized area with Bipuls scripts.
Oracle.mdb Also need staging table name from
Bipul.
144 4240 Inventory Balances Run validation scripts against mapping tables using C:\Work\ERP\Conversion Pull
Microsoft Access Conversion.mdb From Fourth Shift\Data
Conversion.mdb
145 4250 Inventory Balances Validate counts between Fourth Shift \ Sql Server \ Verify number of items and Need to code for this
Staging tables. inventory value
146 4270 Inventory Balances Import inventory balances into Oracle
147 4280 Inventory Balances Validate & signoff inventory balances
148 4290 Inventory Balances Input Inv balances with serial number data for serialized
items on-hand in inventory
149 4300 Warranty Contracts Enter about 100 warranty Contracts into Oracle 40
150 4310 Warranty Contracts Validate & Signoff warranty contract load in Oracle 4
151 5000 Sales Orders Sales order conversion 8 Manual Convesion
152 5010 Sales Orders Validate & Signoff sales order load in Oracle 2
ID Sequence Element Task Owner Verification Data Sub-elements Script / Dataloader/ Program Task Comments
File Name & Location Duration
(hours)
153 5120 Service Requests Run Microsoft Access scripts and create tables from C:\Work\ERP\Conversion Pull This is backed up weekly, will put this in
Fourth Shift Copy From Fourth Shift\Data a centralized area with Bipuls scripts.
Conversion.mdb
154 5125 Service Requests Extract validation
155 5130 Service Requests Load Staging Tables, Run Microsoft Access C:\Work\ERP\Conversion Push This is backed up weekly, will put this in
To Oracle\ directory\Convert To a centralized area with Bipuls scripts.
Oracle.mdb Also need staging table name from
Bipul.
156 5140 Service Requests Validate counts between Fourth Shift \ Sql Server \ Verify number of service requests Need to code for this
Staging tables.
157 5160 Service Requests Import to Oracle
158 5170 Service Requests Validate & Signoff load in Oracle
159 5180 Service Requests manually enter data into open service request 80-200 All depeneds on how many we bring
over that are open
160 6000 Project Contracts Project Contract Entry into Oracle including key identifier 12 Manual Convesion
reference as required
161 6010 Project Contracts Validate & Signoff contracts load 2
162 2600 Create Project, Enter WBS Data and Add Key ID if req'd 44
Project Setup & WBS
163 2610 Project Setup & WBS Enable in Project in Project Manufacturing 1
164 2620 Project Setup & WBS Validate & Signoff WBS load in Oracle 1
165 8000 Project Contracts Funding Workbench 8
166 8001 Project Budgets Enter Project Budget Data 60
167 8010 Project Budgets Validate & Signoff load in Oracle 4
168 8100 Project Costs Feb 2007: Enter Legacy Data in Oracle 46
169 8100 Project Costs Feb 2007: Load Project Cost Data Using ADI 7
170 8105 Project Costs Feb 2007: Enter EAC Budget 5
171 8107 Project Costs Feb 2007: Manual Billing Events Feb 2007 10
172 8110 Project Costs Feb 2007: Validate & Signoff load in Oracle 7
173 8120 Project Billing Feb 2007: Run generate draft revenue process 10
174 8140 Project Billing Feb 2007: Finance reconcillation of projects
175 8130 Project Billing Feb 2007: Interface Revenue to G/L
176 8130 Project Billing Feb 2007: Post and reverse revenue batches
177 8120 Project Billing Feb 2007: Run generate draft invoice process
178 8140 Project Billing Feb 2007: Finance reconcillation of projects
179 8130 Project Billing Feb 2007: Interface Invoices to AR
180 8130 Project Billing Feb 2007: Interface Project Invoices AR to G/L
181 8130 Project Billing Feb 2007: Post and reverse project invoice batches
182 8000 Project Contracts Funding Workbench - Additional Funding If Applicable 4
183 8100 Project Costs Mar 2007: Enter Legacy Data in Oracle 46
184 8100 Project Costs Mar 2007: Load Project Cost Data Using ADI 7
8105 Project Costs Mar 2007: Enter EAC Budget 5
8107 Project Costs Mar 2007: Manual Billing Events Mar 2007 10
187 8110 Project Costs Mar 2007: Validate & Signoff load in Oracle 7
188 8120 Project Billing Mar 2007: Run generate draft revenue process 10
189 8140 Project Billing Mar 2007: Finance reconcillation of projects
190 8130 Project Billing Mar 2007: Interface Revenue to G/L
191 8130 Project Billing Mar 2007: Post and reverse revenue batches
192 8120 Project Billing Mar 2007: Run generate draft invoice process
193 8140 Project Billing Mar 2007: Finance reconcillation of projects
194 8130 Project Billing Mar 2007: Interface Invoices to AR
195 8130 Project Billing Mar 2007: Interface Project Invoices AR to G/L
196 8130 Project Billing Mar 2007: Post and reverse project invoice batches
197 9000 Open Work Orders Setup conversion items for each open work order 4 See work order conversion plan for
Details
198 9010 Open Work Orders Perform avg cost updates for each conversion item 4
199 9020 Open Work Orders Put the conversion items on-hand in inventory 2
200 9020 Open Work Orders Open released nonstd jobs for all open WO's 2
201 9030 Open Work Orders Add conversion item and req material to jobs 2
Open Work Orders Make sure process "PRC: Transaction import" and "Cost 0.5 We need to make sure the costs do not
Collector" are not running automatically get loaded into projects.
203 9040 Open Work Orders Issue the conversion item to each new job 2
Open Work Orders run concurrent program "cost collector" 0.5
Open Work Orders Purge cost transactions from Projects interface tables 0.5 We need to purge these transactions
(PA_TRANSACTION_INTERFACE_ALL) before "PRC: Transaction import" runs.
213 5340 Open PO's Run Microsoft Access scripts and create tables from C:\Work\ERP\Conversion Pull This is backed up weekly, will put this in
Fourth Shift Copy From Fourth Shift\Data a centralized area with Bipuls scripts.
Conversion.mdb
214 5350 Open PO's Run validation scripts against mapping tables using C:\Work\ERP\Conversion Pull
Microsoft Access From Fourth Shift\Data
Conversion.mdb
215 5360 Open PO's Load Staging Tables, Run Microsoft Access scripts C:\Work\ERP\Conversion Push This is backed up weekly, will put this in
To Oracle\ directory\Convert To a centralized area with Bipuls scripts.
Oracle.mdb Also need staging table name from
Bipul.
216 5370 Open PO's Validate counts between Fourth Shift \ Sql Server \ Verify number of PO headers and Need to code for this
Staging tables. lines
217 5380 Open PO's Extract validation
218 5390 Open PO's Import PO Header
219 5391 Open PO's Update ASL Release method
220 5392 Open PO's Import Po Lines
221 5392 Open PO's Import Blanket Releases (Exclude Expense)
222 5394 Open PO's Manually Release G Code blanket releases
223 5395 Open PO's Filter out items on down rev PO's, setup revisions post Burl - 6-12-06 - Not sure if this is
conversion and load PO's manually required. I created a DFF on purchase
orders for Item rvision to handle down
rev parts on P.O.s..
224 5400 Open PO's Validate & Signoff load in Oracle 4
225 Assets Fixed asset extract
226 Assets Extract validation
227 Assets Import to Oracle
228 Assets Validate FA amd depreciation tie to GL & signoff Verify number of assets and value
Verify DB Synonyms
Hot & Cold Backup Integration
Switch Database Links
Disaster Recovery Setup
Create Prod Performance Baseline
Test Customizations
Turn on Managers
Performance Monitoring & Tuning
Define Concurrent Process for Automatic Running
with Frequency
Purpose: The intent of this worksheet is to define the senior management criterion for deciding if we are ready to go-live. The
Configuration, Conversion and Cut Over task sheets along with the CRP3 and mini CRP script will capture the details.