Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips and Tricks Michelle Taylor AST Corporation

1. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips and Tricks Michelle Taylor AST Corporation February 21, 2014 Specialized.Recognized. Preferred. The right partner makes all the difference.

2. Specialized. Recognized. Preferred. The right partner makes all the difference.

3. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Agenda • Introduction/ Overview • Shipping • Inventory • Bill of Materials (BOM) • Conclusion/ Questions

4. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Agenda • Introduction/ Overview • Shipping • Inventory • Bill of Materials (BOM) • Conclusion/ Questions

5. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Introduction/ Overview • Customer was a worldwide manufacturer of construction/ building materials • All US & Canadian locations were included in this upgrade • ~300 Manufacturing facilities in North America • Customer was upgrading their entire Oracle footprint to R12.1.2 • Financials • Supply Chain – Manufacturing (WIP, BOM), Demand Planning, Shipping, Inventory, MSCA, Order Management • Customer was on a hybrid instance of Oracle R11.5.9 and R11.5.10 • Order Management & Shipping were on R11.5.9 • Inventory, BOM & WIP were on R11.5.10

6. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks • Extensive use of Third Party Applications • All were not being replaced by the Oracle Upgrade • Order Entry, Accounts Receivables, Freight Carrier Manifesting & Truck Load Management, just to name a few • R12.1.2 upgrade project started in Dec 2010 with a non-negotiable go live of Aug 2011 • Maintaining like for like functionality • Inclusive of existing RICE items • Agreed to review new functionality after post go live stabilization was completed • Customer had been preparing for upgrade for 2 years prior to the project kicking off • A lot of internal testing, troubleshooting was done ahead of time

7. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Agenda • Introduction/ Overview • Shipping • Inventory • Bill of Materials (BOM) • Conclusion/ Questions

8. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Shipping • “A valid document category does not exist” - Error thrown at Ship Confirm • Document Sets had to be setup for Bill of Lading, Master Bill of Lading and Pack Slip even though they were not being used at all • Ship Confirm Backorder All • R12.1.2 checks for empty deliveries at ship confirm and will not proceed until they are unassigned from/ closed on the associated Trip • Empty deliveries are created when backorder is done at pick confirm • Upgraded Shipping Roles • General Tab> Configure Buttons and Regions functions were disabled • SR for data-fix script

9. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks • Ship Confirm Warning for Null Weight • Weight/ Volume calculation parameter was set to Manual in 1159, and in R12 the parameter is obsolete • R11.5.9

10. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks • R12.1.2

11. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks

12. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks • Resolution required that ALL open shipping transactions have the reset weight/ volume action engaged to update the flags at the trip, stops, delivery(ies) and line(s) • SR for data-fix/ update script to resolve issue – ran 8+hrs & slowed other upgrade processes/ programs down while it ran • Oracle Support> Bug 10266548 - MISSING OR INCORRECT WEIGHT/VOLUME IN SHIPPING TRANSACTIONS FORM • Bug is fixed in R12.WSH.C, slated for inclusion in R12.1.4

13. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks • BONUS: Global Parameters> Consolidate Backordered Lines • Optimizes shipping transactions delivery lines data manageability for users

14. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks

15. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks

16. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Agenda • Introduction/ Overview • Shipping • Inventory • Bill of Materials (BOM) • Conclusion/ Questions

17. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Inventory • Stock Locator Names appearing as ‘X’ • Post upgrade setup step • Recompiling Stock Locator Key FF • Run ‘Generate Stock Locator Flexfield Definition for Mobile Transactions’ concurrent program • Picking Expired Lots • Error message “Lot And/Or Serial Number Quantity Does Not Match Transaction Quantity” • SR for patch • Post patch, run “Generate All Rules” concurrent program

18. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks • User-defined Picking Rules • Application function moved from Inventory to WMS Inventory Picking Rules with upgrade • Delete exist user-defined picking rule in Inventory • Re-create user-defined picking rule that was deleted in WMS Inventory Picking Rules • For EACH Inventory Org • Organization Parameters> ATP, Pick, Item-Sourcing> Picking Defaults> Rule • Change to the new user-defined WMS Inventory Picking Rule and save • “Rotate Stock” is the default WMS Inventory Picking Rules rule • Run “Generate All Rules” concurrent program • Move order allocations will error out if you don’t run the program

19. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Agenda • Introduction/ Overview • Shipping • Inventory • Bill of Materials (BOM) • Conclusion/ Questions

20. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Bill of Materials (BOM) • Delete constraint for flow schedule (BIL_CON20 - seeded) did not upgrade • Needed to create it as a new Deletion Constraint (new # suffix)

21. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Agenda • Introduction/ Overview • Shipping • Inventory • Bill of Materials (BOM) • Conclusion/ Questions

22. Order Fulfillment R11.5.9 to R12.1.2 Upgrade Tips & Tricks Conclusion/ Questions Michelle Taylor AST Corporation mtaylor@astcorporation.com www.astcorporation.com