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Survivor! Oracle Financials 11i Upgrade

Survivor! Oracle Financials 11i Upgrade. Release 10.6 character/10.7 NCA to 11i. Mirant . The Premier Global Integrated Power Provider We see the opportunity to change the world with our energy

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Survivor! Oracle Financials 11i Upgrade

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  1. Survivor!Oracle Financials 11i Upgrade Release 10.6 character/10.7 NCA to 11i

  2. Mirant • The Premier Global Integrated Power Provider We see the opportunity to change the world with our energy • A global competitive energy company with leading energy marketing and risk management expertise • Integrated business model: • Mirant develops, constructs,owns, and operates power plants • Sells electricity, gas, and other energy related commodity products • Extensive operations in the Americas, Europe, and Asia • Assets of $17.7 billion • Year 2000 earnings of $366 million • More than 18,000 MW of electric generating capacity worldwide • Formerly known as Southern Energy Inc. • A subsidiary of the Southern Company

  3. What Happened? • April 17, 2000 - Southern Company Board Announces IPO of Southern Energy • offering up to 19.9% of ownership • subsequent spinoff of remaining ownership to SoCo shareholders within 12 months • April 2, 2001 - Spinoff of Southern Company ownership • Mirant separation from Southern Company is completed

  4. Mirant Business Responsibilities • Identify and replace Southern Company shared services • Human Resources, Payroll, Treasury, Tax, Finance • Oracle HR/Payroll apps selection forced early upgrade of Oracle Financials to release 11i • Hardware Evaluation, Selection, and Implementation • existing HP K570 server would not meet new requirements • purchased 2 HP N4000 servers - one Test and one Production box • Focus on Oracle HR and Payroll applications implementation

  5. Oracle Financials 11i UpgradeBackground • Mirant Oracle Financials • Implemented Financials 8.3 beginning last Qtr 1992 • Currently 225 Oracle Financials users located across U.S. • Managing a 3 Ring Circus • Ongoing Production Support for Financials 10.7 NCA and Character versions • Backlog of Financials enhancement and customization requests • Planning and executing the Oracle Financials 11i upgrade • Recognized need for external expertise • Partnered with System Architechs to manage and execute the Financials 11i upgrade

  6. Oracle Financials 11i Upgrade Project Scope and Approach • Base software upgrade and retrofit of customizations • Limited deployment of new functionality • Freeze production environment for better manageability • Isolate Database and Applications upgrade • Separate database upgrade using interoperability patches • Allow stepped approach to migrate to new HP boxes • Minimize outage window needed for upgrades • Financials 11i versions and release dates • Production upgrade - Financials 11.5.2 - completed Mar. 12, 2001

  7. Oracle Financials 11i UpgradeProject Organization • Develop communication plan and identify stakeholders • Prepare documentation portfolio and archive folders • project plan, customization documentation, change log, issue log, test scripts, training materials, etc. • Secure appropriate internal resources • Identify date for production upgrade - changed twice • External resources used: • project manager, functional (2), technical (2), DBA (part-time) • Approximately 2700 external resource man-hours to complete

  8. Oracle Financials 11i Upgrade Upgrade Assistant and EMM • Available on Oracle Metalink under Apps 11i Information • Excel file of all Category 1-6 upgrade steps • Mirant enhanced internally to identify relevant tasks and assign resources • Oracle’s EasiPath Migration Method (EMM) is an option - for a price

  9. Oracle Financials 11i Upgrade Upgrade Assistant Examples Original Revised

  10. Oracle Financials 11i UpgradeCustomization Management • Research infrastructure changes to determine impact • Developed scripts to search sql scripts and reports • Developed customization workbook for recording impact, tracking changes and managing future change • Developed customization statistics summary for management reporting and monitoring progress to plan • Customization summary: • 86 sql scripts • 48 host/shell scripts • 7 forms • 69 reports • 16 extensions (packages, procedures, triggers) • 67 tables, 24 indexes, 19 views

  11. Oracle Financials 11i UpgradeCustomization Workbook

  12. Oracle Financials 11i UpgradeCustomization Statistics

  13. Oracle Financials 11i UpgradeSupplier Banks • Supplier banks no longer supported in 11i • Category 2 Payables pre-upgrade step #2: • run apmsbrep.sql script • Review output for incomplete supplier banks • Fix incomplete records before running the upgrade • Oracle has patch 747306 to fix incomplete supplier banks • Populates bank_number and branch_number with “UNKNOWN” • Mirant developed semi-automated process to fix all errors • Loaded ABA banking information from third-party into temp table • Developed scripts to cleanse incomplete supplier banks • Manual updates to fix the leftovers • Resulting in 100% accuracy

  14. Oracle Financials 11i UpgradeSupplier Banks • How 10.x supplier banks are mapped to 11i: • Bank Name • po_vendor_sites.bank_number => ap_bank_branches.bank_name • po_vendor_sites.bank_number => ap_bank_branches.bank_number • Bank ABA Number • po_vendor_sites.bank_num => ap_bank_branches.bank_num • po_vendor_sites.bank_num => ap_bank_branches.bank_branch_name • Bank Account Name • po_vendor_sites_all.bank_account_name => ap_bank_accounts_all.bank_account_name • Bank Account Number • po_vendor_sites_all.bank_account_num => ap_bank_accounts_all.bank_account_num • Missing link between suppliers and banks is ap_bank_account_uses_all

  15. Oracle Financials 11i UpgradeWorkflow • Get trained on Workflow before the upgrade • Account Generator replaces Release 10 Flexbuilder • Document business rules for modified Flexbuilder rules • Generate accounts using Flexbuilder rules is an option in 11i • Workflow impact at Mirant: • PO and requisition distribution accounts - we used the default • PO and requisition approval process for notifications • FA Generate Accounts - see next slide

  16. Oracle Financials 11i UpgradeFA Generate Accounts • New Assets concurrent process to create account combinations for each asset • Generates a plethora of accounts for each asset - whether used or not • Difficult to resolve problems - but there is a way • Profile option available to control number of workers to accelerate the process • First execution involves significant processing time • Process improved from 11.0.x to 11i - now it reports all errors to a log rather than reporting errors incrementally • Mirant added minor customization to FA generate accounts

  17. Oracle Financials 11i UpgradeADI Spreadsheets • Research identified numerous versions of ADI deployed • Used Citrix solution to standardize single version throughout the company • Murphy’s Law appears... • ADI worksbooks have one hidden sheet for each sheet in the workbook • “CriteiraX” is the hidden sheet name, where X represents the sheet number in order from left to right • Contains pointers to database that needed to be updated • Developed Excel macro to automatically update older workbooks - preserving precious time and energy

  18. Oracle Financials 11i UpgradeReceivables • Significant infrastructure changes in 11i on customers • Trading Community Architecture (TCA)/Customer Model • HZ_PARTIES, HZ_LOCATIONS, HZ_CUST_SITE_USES… • Beware of the “TCA” patch - many problems in 11.5.2 • Review Customer addendum from Metalink • Apps 11i Information > Technical Articles, under Documentation heading for Financials select Accounts Receivable • Two important documents to review: • Oracle Receivables Customer Addendum Release 11i 276828 • Doc Addendum: Customer Find/Enter User Interface Update 279687

  19. Oracle Financials 11i UpgradeTesting Strategy • Acceptance testing requires management support • How you manage it is another challenge • Establish dedicated facilities for acceptance testing • DO NOT limit the number of resources involved in testing • Perform upgrade simulations • Mirant results: Alpha (weeks), Beta (days), Gamma (hours) • Keep copious notes organized and centralized • Documents known issues at go-live • Identifies custom post-upgrade steps

  20. Oracle Financials 11i UpgradePreparing for Production • What Mirant did to support a successful upgrade to 11i: • Developed milestones spreadsheet to calculate and estimate actual and revised completion times during the upgrade • Organized two conference calls during the weekend to discuss progress and estimated completion time • Established dedicated email address and phone number for reporting problems • Staffed centralized problem tracking and resolution group • Morning meetings with key stakeholders to discuss issues

  21. Oracle Financials 11i UpgradeI Wish... • The production date didn’t change twice • We had more resources assigned on acceptance testing • We upgraded to multi-org • HRMS didn’t create a new business group • We tested the Citrx/ADI solution outside the project team

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