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NCH European Instance Upgrade

NCH European Instance Upgrade. Privately held Texas based company since 1919 Operates in over 50 countries around the world Product lines include Industrial lubricants and cleaners Specialty industrial supplies Water treatment and remediation Plumbing Pet care

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NCH European Instance Upgrade

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  1. NCH European Instance Upgrade

  2. Privately held Texas based company since 1919 Operates in over 50 countries around the world Product lines include Industrial lubricants and cleaners Specialty industrial supplies Water treatment and remediation Plumbing Pet care More than 8,500 employees and technical representatives NCH Overview

  3. Started implementing Oracle Applications May 2004 Oracle Applications 11.5.10 CU2 Worldwide Data Center in Irving, TX OPM Manufacturing, Inventory and Costing Worldwide implementation Manufacturing and distribution “live” in Canada, Czech Republic, Chile, China, China JV and a facility in Dallas, TX Order-to-Cash live in the US (including payroll and incentive comp) Financial modules rolled out to all North America, Europe, Latin America, Asia Pacific Main US factory to go live in three weeks European Instance….and Corporate Instance Europe instance split summer 2010 NCH and Oracle

  4. EUROPEAN • TECHNOLOGY • PROGRAMME • Goals: • Enable consolidation of facilities, services & resources • Reduce complexity • Reduce cost • Improve efficiencies • Maintain or improve customer service levels Sales / Admin Manufacturing Manufacturing 22 Sales Offices 4 Manufacturing Locations 15 Warehouse locations Warehousing 4

  5. Our Approach • Hire a consulting company to train IT staff on the new stuff • Our upgrade partner is Intelligroup (NTT) • IT team take on real upgrade; consultants in secondary role • Consultants: SCM, FIN, DBA, Tech • Workshop/Boot camp for the IT team --show us the new functionality, and we will play 20 questions. • Upgrade vs. Re-implement • We had the upgrade vs. re-implement decision • We decided to upgrade • Upgrade to latest version 12.1.3

  6. Intelligroup / NCH R12 Upgrade – Methodology

  7. Development & Testing Technical Designs Oracle Applications Ver. 11.5.x Project Planning Upgrade Iteration SIT Testing UAT Testing Upgraded R12 Production Instance Upgrade Iteration Functional Review Installation Technical Tier Upgrade Analyze Customizations Application Upgrade Migration Offshore: QA & Project Management Intelligroup Proprietary ”R12 Upgrade Uptimizer” • Uptimizer Features: • Inventory of all Custom Objects being migrated to R12.X • Impact Analysis on Code being migrated to R12 • Impact analysis includes Profiles and Personalization. • Effort Estimate on migration • Information on Data volumes on Transaction tables to help in Archive / Purge decisions before Upgrade • Patches and utilities specifically to be run for Client specific environment • Utility can be run before and after the upgrade to make sure there are no custom objects left out for migration. Uptimizer

  8. Obtaining all “customizations” • Need to obtain all your customizations and decide what you are going to do with them • They include: database views, Discoverer SQL business areas, personalizations, new forms, changed forms, new reports, value set lists of values, etc. • Decide on third party tools • Noetix views and Web Query, Clear Orbit, Vertax • Are you going to try to stay vanilla? • We created custom OPM Physical Inventory/Cycle Count forms, processes • We are going vanilla through the first physical inventory in R12 • Do you need the customization now? Can it wait? • Formula conversion tool not remediated….but Cost conversion tool was remediated.

  9. Data Validation Approach • Tier One Data Validation • IT Driven • Straight count of records • EX: Number of stock locators pre upgrade…number of locators post upgrade • Not always accurate… vendors go into the HZ_Party tables, so our post upgrade “customer” count was wrong. • Tier Two Data Validation • User Driven • Using reports/queries obtain relevant data • EX: List of open purchase orders, AP Trial Balance • Make sure your report/query is correct. We spent time debugging bad user queries—data was correct, query wrong. • Other • We obtain detailed list of inventory (warehouse, location, item, quantity UOM/UOM2, Lot, Status) for comparison post upgrade

  10. Final Cutover Schedule FF/EDC Close Books & Run Tier 2 22 Countries Close Books & Run Tier 2 Onsite Support Joe FF till 11th Tom FF till 11th Onsite Support Robert FF till 18th Kevin FF till 8th Tier 1 Post Go Live Support Post Go Live Support Critical Setups Upgrade Go Live Prep PreUpgrade IT Health Check PostUpgrade Tier 1 & 2 Val Cut Over Code Migration Onsite Support Todd France till 11th Kal Germany till 11th IT Health Check Onsite Support Martina till 8th Kal till 8th BIZ Health Check Tier 1 & 2 Val Onsite Support Meloney UK till 11th R12 EPROD Trans Catch Up Onsite Support Kevin FF/EDC till 17th

  11. Before the Upgrade • Understand what needs to be done between when the users get off of the system and what you need to do... • Complete all intercompany/internal order processing...don't leave things stuck in between • OPM items active...ODM item inactive (or visa versa) • Back order all sales orders • Nothing in Released to Warehouse, Staged/Pick Confirmed, Shipped • Either Ready to Release or Backordered (or Interfaced) • Push all batches to PENDING status • We did not leave anything in WIP status or Completed (not Closed) • Make sure all allocations/reservations are broken • We broke all reservations associated to sales orders or batches

  12. After The Upgrade • Lots of new configuration • Create subinventory for Staging, Receiving, MRB • Account Aliases • Delete ADR rules and re-create them (upload from QA instance) • Organization parameters • Process Execution parameters • Inventory picking rules • Item templates: add OPM related attributes • Lots of configuration changes • Shipping parameters: add default staging subinventory • ODM transaction types • INV% profile options • About one day for all the configuration to be completed: supply chain and finance

  13. FYI – Things we learned along the way… • Get a copy of the R12 Implementation Guide and read it • New functionality, new forms, new setup, obsolete setup • Check out the seeded super user responsibilities • Most of the new forms are dropped under the super user responsibilities • EX: Batches Detail, FPO, Lot Numbers • Plan for your change to custom menus and responsibilities • Clean your house first • Deactivate old responsibilities, menu options, concurrent programs • Process Manufacturing Business Intelligence area (seeded Discoverer views) are no longer available • New profile options? Yes • Existing profile options you set years ago and now need to care about? Yes (INV% profiles)

  14. More things we learned along the way… SAMPLE Changed Form New Form – Process Exec Parm Default Category Sets • ADR is really…REALLY different then the MAC • Oracle states online: that after an upgrade, if you have a lot of MAC rules, the ADR generation could create errors. THIS HAPPENED TO US. We needed to delete a lot of junk.

  15. More Stuff We Learned…INVENTORY! • Read all documentation regarding the upgrade and inventory transformation. • Migration from Oracle Process Inventory to Oracle Inventory, Release 12 Note: 69687.1 (study this) • More good info Oracle Process Manufacturing Release 12 White Papers : Note 1066297.1 • We discovered what converts and what doesn’t • Item numbers that convert...what items don’t over .. Item Attributes* • Lot numbers that convert…lot/status combinations* (e.g., xxx-ACTV) • Impact to costing and the Draft Accounting* • Lot status converting to material status….”allow reservations”* • Lot expiration: time based...user based (GMA: Max Date) • Material status (and NOT lot, location or subinventory status) • Finding a spot for warehouse rule data, OPM item master and other things that go away • Edit text on recipes, formulas, routings, etc.

  16. More Stuff We Learned… • Make sure your consultants are top notch. We had some bad ones and some GREAT ones. If they are spending as much time on Metalink as you…are they worth it? • We totally under estimated E-Biz TAX. We had one person assigned to it and to GL and Report Manager. WRONG! Get help…trust me! Find a consultant with upgrade experience. Spend the money. • We are still having some issues with Report Manager. Get help on that too! • Get help with ADR and the subledger. This is really different then MAC. We are still having issues with internal order accounting with transfer pricing/PIN. • Make sure your users can perform their daily tasks in R11; we found a lot of one-off / new users that needed training in the current version

  17. Focus…Focus…Focus • We chose to upgrade…and not to add any new technology or functionality • The European business community has a large project stack we will address…”after the upgrade” • During upgrade all stock locators go into the same subinventory you have now (same as inventory org name); we will address warehouse optimization with new subinventory logic later • This upgrade is a full time job – don’t try to take on additional rollouts with the team members • Understand long lead time items • Bank interfaces with AP and Bank of America • iExpense Customizations • Report Manager reports

  18. What else…. • Get your Oracle Sales and Support resources aligned • We got help in many different areas because our Oracle team knew our deadlines • Patches and Software • You need to be aware of new patches after you make that decision • Keep abreast of the latest fixes on all your modules (material status!) • Let the business know what they can do during the actual upgrade • Create on-hand report for emergency shipments • Allow access to test system to print work order for emergency batches • Manual shipments…but keep track of what you did! • The real upgrade went faster then our previous iterations • In our test upgrades we didn’t all work around the clock – during the actual upgrade…we did • People scheduled to travel during ‘down time’ were actually in the air during the post upgrade time

  19. Current Status as of Today We still have an issue with QC sample disposition material status change (SR opened) Still need to find out who (user id) changed the status of the material (and when) Report manager – drill down/dill back functionality Several localization issues with VAT reporting (and eBiz Tax)

  20. What’s next for Europe Post Upgrade!! • Now we have an R12.1.3 base users are looking for • Additional warehouses in Europe to come up on Oracle • WMS in our main distribution center • OTM and EDI - communicate to transportation vendors • Product Data Hub – manage all items, all attributes in one spot • Demantra and ASCP • And much more….

  21. Any questions? Questions? Ask! Joe.Lenard@nch.com

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