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Data Conversion,Migration and interface ..Why important
Posted By Sanjit Anand On June 9, 2007 @ 2:14 am In Conversion | 68 Comments
Do you know how many ways; we can enter the data into oracle application. Most of us can guess three different ways as:
But those who works in some complex business environment may figure out some of more like:
And there are many more, but most of these are used for master data, and few cases for transaction data via Open interface if available.
Importance of data conversion/migration and interfaces within any ERP implementation project can't be ignored. Since ERP mostly deals with data which finally leads into Information , thus it is equally important to understand the aspect how "data" is important in any ERP system specailly in implementation phase, no matter how simple and unified operation is. Since I been involved in some big transformation oracle apps project thus It is a absolute a good cause to share some information about integration touch point, conversion/migration and interface development to someone who is very new to ERP world as well as Oracle application.
Let's start with some common situation, we have three cases,
The answer of the 1 is data migration and 2 is more pronounced as data conversion where as thirds is popularly known as Interface. The ways these are working haven't much difference but it is more important to understand definition and need. I never found any big difference between migration/conversion unless there is huge transformation of data, the only things figure out is conversion might required some less steps to perform, as assumption is that set up related stuff been already been taken care before execution of activity.
Let's understand like this: Data Migration as a process of moving required (and most often very large) volumes of data from our clients' existing systems to new systems. Existing systems can be anything from custom-built IT infrastructures to spreadsheets and standalone databases. Data conversion can be defined as a process of converting data from one structural form to another to suit the requirements of the system to which it is migrated.
Lets take a deep drive to understand better:
Why conversion/Migration is more important in ERP?
Before Go-Live in the production environment the required master data, the open transaction data and the historical transaction data need to be imported from the old legacy applications to Oracle Applications. Since data structure and data design in legacy systems are different from those of Oracle Applications, data need to be messaged/ converted satisfying the business rules to suite the Oracle requirement. Initial data can be migrated by any other means as discussed above depending upon cetain paramater like Volumn, usage, complexity , business rule etc..
How we Define Data Conversion
What Is An Interface then
Does the conversion/migration/interface have Life Cycle
Yes, they have, because they have a significant efforts required in development and design and implementation
Conversion is assumed as one time activity but never looks like small activity which can be performed with couple of days.

How conversion and interface differ?
There are good numbers of parameter on which they can be categorize. Take few of them:
Interface Type
You have learned how interface is differ from Conversion/Migration. Now lets take few types of interfaces:
Normally in any system , there are two kinds of interface as:
Inbound Interfaces
- An inbound interface receives data from one system (legacy) and inserts into Oracle open interface tables.
- A typical inbound interface would follow these steps:
- Extract data from legacy system into a flat file.
- Use SQL*Loader or equivalent tool to upload information into a temporary table.
- Write a PL/SQL program to take data from the temp table and insert into the Open Interface Tables.
- Through the concurrent manager in Oracle Applications, run the standard Oracle Interface program to transform interface tables into Oracle data.
Outbound Interfaces
o An outbound interface takes data from Oracle tables and inserts it into an external system (via tables or flat file).
o A typical outbound interface would follow these steps:
- Write a PL/SQL program to extract data from Oracle base tables into a flat file.
- Use a custom program to read that data and post it into the legacy system
Do we have some other standard way to do interface?
What Is An Open Interface Table (OIT)?
Oracle Interface Program
Examples of standard import programs:
- GL: Journal Import
- AP: Payables Open Interface
- AR: Customer Interface
- INV : Item Import
- AR - Autoinvoice
Ok, thats is all about Conversion and Interfaces briefing. I will write some more for Tools used for Conversion/Interface and will discuss some granular details about a conversion/migration project and share some information about how and where AIM's documents fits into conversion and Migration projects. So watch out this space for some more stuff for conversions.. Till than..your comment and requset you to share some information relaeted to these areas.![]()
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[2] : mailto:sajeedmujawar@gmail.com
[3] : mailto:triveni.muppaneni@gmail.com
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Disclaimer The opinions expressed here represent solely my own represent personal conjecture based upon experience, practice and observation and does not represent the thoughts, intentions, plans or strategies of my current & previous employers and their clients. Copyright © 2007-2010 OracleApps Epicenter. All rights reserved.
68 Comments To "Data Conversion,Migration and interface ..Why important"
#1 Comment By amit On June 11, 2007 @ 6:22 am
hello,
it is really a great stuff.
keep it man
-amit
#2 Comment By patrick On June 19, 2007 @ 9:10 am
hi, i want to know what r the api available in oracle quality module for loading the data from stagging area to base tables.
Regards,
Patrick
#3 Comment By Anand On June 19, 2007 @ 6:47 pm
Patric,
take a quick look on doc B25516_06.
I donot know which API’s you are looking for, if you provide some input , i will surly assist you.
There are some Inbound supported API’s avaiable
OPM Quality Specifications APIs
OPM Quality Specification Validity Rules APIs
OPM Quality Test APIs
OPM Quality Samples APIs
OPM Quality Results APIs
hope this helps
-anand
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#5 Comment By abhi On July 17, 2007 @ 1:57 pm
Hi Anand,
Great Work!!!!!!!
If we have both interface tables as well as APIs. What is the good practice whether to use Interface tables or APIs.
Ex: Customer conversion, we have interface tables as well as TCA APIs.
Thanks a lot
Abhi
#6 Comment By Uday On September 3, 2007 @ 8:26 pm
Hi, Anand: It is a great work.
In what interfaces/conversions you are very much familiar?
Uday
#7 Comment By Abhishek On September 16, 2007 @ 6:57 pm
Hi,
I have to do the conversion process from SAp to oracle. Could anyone help me?
#8 Comment By naidu On September 24, 2007 @ 10:35 pm
hi anand,
how r u..?
u r doing great job man…keep it up…
please let me know any interface or conversion process that takes place in real time…
i need each and everything about interface/conversion with sample code also…
please give me reply as soon as possible..waiting for ur reply..
thanks®ards,
naidu.
#9 Comment By Arsh On October 16, 2007 @ 1:27 pm
hi anand,
how r u..?
u r doing great job man…keep it up…
please let me know any interface or conversion process that takes place in real time…
i need each and everything about interface/conversion with sample code also…
please give me reply as soon as possible..waiting for ur reply..
thanks®ards,
Arsh
#10 Comment By Harish On October 22, 2007 @ 10:17 pm
Simple and easy-to-understand explanations. You are beginning to quash many ERP myths.
#11 Comment By jagath On October 26, 2007 @ 3:10 am
hi
i want to know wether we have interface tables for approved supplier conversion.
regards
jagath
#12 Comment By debasish mohanty On October 31, 2007 @ 7:51 am
its really excellent
#13 Comment By Amit kumar On November 13, 2007 @ 4:16 am
Hi Anand,
It seems u have a very good experience in oracle interfacing/conversion.
Keep it up.
Thanks & Regards
Amit
#14 Comment By lenin On November 13, 2007 @ 11:09 pm
its much better with examples.
but its a really nice medium of knowledge sharing
#15 Comment By Lakshmi On November 15, 2007 @ 11:48 pm
Hi Anand,
ur explanation is easy to understand and will help for quick review.
Can u please clarify my doubts
If we have both interface tables as well as APIs. What is the good practice whether to use Interface tables or APIs.
what is the difference between Customer conversion using interface table and using TCA APIs.
#16 Comment By Venkat On December 21, 2007 @ 10:55 am
brief and beautiful…good job and thanks for the efforts
#17 Comment By gk On January 2, 2008 @ 3:32 am
for beginners it will be so helpful
can u plz explain with one inerface cycle with full deatail
thank
#18 Comment By N.Sagar. On January 31, 2008 @ 11:51 pm
Hi,
Let me know does conversion use API while upoading the data from interface tables to standard tables….
If it is using we can use that conversion program as an interface.
#19 Comment By sivakumar On February 1, 2008 @ 3:21 am
Hi Anand,
I found this article quite informative. I am actually an applications DBA currently dealing with Merge a Financial module into another instance which is running Manufacturing modules. Can you kindly provide me any deatil doc for loading module wise from legact to existing system.
Thanks & Best regards,
Siva
#20 Comment By Sanjit Anand On February 4, 2008 @ 7:55 am
hello sivakumar,
there is nothing from Oracle side, which can quickly merge Unified Financial opartion with Unified Manufacturing opertion, if running seperatly..
The point which need to be understtod that, the target instance should be one where the entire basic setup have to be performed.This can be better understood less gap requirement, custaomization if pergormed by inhoues team , but the more inmportant is ;
1.extending the existing COA of target instance to accomdate the new structure.
2. New setup required for all basic setup required for Manufacturing opertion like Inv org,accounting structure,etc…
I donot find any critical role for a DBA side in this whole exercise, as the requirement is purly functional from setup point of view, and more time to stressed on testing, as your more important exsiting system can’t be jeoparadies.
And secondly, you need to do data conversion quickly and cleanly from One instance to other instance.
third, all customaztion and interface from one instance should be targetted to target instance.
Therefore whole exerice consist of:
1. Research on existing COA stucture
2. Extend the existing COA to accomadte new (???? most challengling)
3. Replicate the basic setup in target instance.
4. Test the setup
5.Do the data conversion activity atleast for open items, like item master, onhand, BOM,open sales order etc etc..
5.test the migrated data
6. test the integaration of data with other module
7.Migrate all customzation and interface from one instace to another, Move is bit easy, but testing is one of time consuming activity.
8. User involvement.
You can treat this as, some sort of re-implemenation exercise.The whole task would be based out of how best existing chart of account can be extended.
As my experince ,PURLY FINANCIALAL instance the COA of account normally have 6 to 7 segments where the Manufacturing will have some more additional 3-4 segments to capture at lower leval.
I donot have any formal document, but can walk through some high points what is really required in this exerice.
I hope atleast , now you can think what is required.
More over, if you provide some more point like
1. COA stucture of two instances.
2.The product module which are targeted in final instance.
3. Are the both the instance running on same releases.
#21 Comment By Sanjit Anand On February 4, 2008 @ 7:58 am
hello sagar,
it depends, but what the oracle is using internally is not public API’s.
Conversion and interface does not have any big difference. the name is only difference from project prospective. the basic flow with in both are same, indeed interface will have some more error handling mechasim , this is only big difference.
#22 Pingback By API’s or Open Interface On February 12, 2008 @ 9:38 pm
[...] dear friend, there is hardly any difference the way both is working,do check my previous post. Anyway here is back to basic [...]
#23 Comment By Radhika On February 18, 2008 @ 2:10 pm
Hy Anand:
Great stuff and keep up the good work!!
Will really appreciate if you can provide the procedural steps for each and every interface of how to go about it and the tables dealt with!! Thanks a lot again!!
Rads
#24 Comment By Anand Iyer On February 27, 2008 @ 12:57 am
Is it possible to convert expenses invoice (AP)with project/task distribution and xferto PA but NOT to GL ?
Reason: Customer has been using AP, AR and GL for some time now. We are implementing PA. Customer wants to convert cost (Expenses). These costs are allready present as expense invoices and hence the converted costs should not be posted to GL.
Any help would be welcome.
Thanks
#25 Comment By anjali On February 28, 2008 @ 2:41 pm
the information provided here has really helped me a lot.
I appretiate the author who has done such a gud job
#26 Comment By hussain On March 18, 2008 @ 11:33 pm
could you please help me out on the
item conversion
your help will be appreciated
Thanks
hussain
#27 Comment By Sanjit Anand On March 20, 2008 @ 8:42 am
You can use the item interface to update items and category assignments by populating:
- MTL_SYSTEM_ITEMS_INTERFACE
- MTL_ITEM_CATEGORIES_INTERFACE
then run the respective seeded program
#28 Comment By Manoj On March 27, 2008 @ 5:12 am
such a nice stuff
i came 2 know many thinks which i needed
…… i am new for oracle app
could u tell me steps 2 learn it throughly …
THANX.
#29 Comment By Ehsan On April 23, 2008 @ 11:30 am
Hi,
How to define the steps in defining the scope of work and query to complete conversion process?
e.g.
- Legacy Data
- Ensuring Data of Interest
- Entities of Interest
- Quality of Data
- Integrity issues
- unmatched foreign keys
- Constraints issue etc etc
- Data Cleansing
- Creation of unnormalized data structures (Interface Tables)
- Simulation etc etc
There are many similar tasks involved in this process.
Do you have the ideal way of listing all such activities including Queries Scope and plan?
e.g.
Task: Data Of Interest
This task must execute 10 queries Q1, Q2..Q10
Q1 Scope: Shall determine the target data base (must Have fields) and Legacy Fields
Q2 scope….
etc etc
I need this type of document.
Thanks for emailing me any document/ template you have for conversion guys.!!!
#30 Comment By RAJESH On May 9, 2008 @ 10:27 am
Dear Anand,
Can you provide me some example doc. of financial functinal specification and end-user training manual in any module e.g. AR,AP,GL,PO,CM
Help apperciated
#31 Comment By pradeep kumar On June 3, 2008 @ 12:20 pm
Hi,
Which module data will be imported first? for example it is GL,INV,AP and then AR
Thanks
#32 Comment By Giri On July 7, 2008 @ 4:13 am
Hi,
I am Giri. the information in [1] is very valuble.
i have one doubt in conversion we will do validations based on original values of apps tables.
my doubt while doing validation we have to use base tables or views.
Pls give me info ASAP.
Thanks & Regards
GIRI
#33 Comment By Giri On July 7, 2008 @ 4:13 am
Hi,
I am Giri. the information in [1] is very good stuff.
i have one doubt in conversion we will do validations based on original values of apps tables.
my doubt while doing validation we have to use base tables or views.
Pls give me info ASAP.
Thanks & Regards
GIRI
#34 Comment By Sanjit Anand On July 7, 2008 @ 8:54 pm
Putting Validation either from table or Views , does not make any difference.Moreover Its depends upon how comfortable you are in recalling table or view name with there corresponding column.
Just for example….validation for CCID either from base table GL_CODE_COMBINATION OR GL_CODE_COMBINATION_kfv does not make any sense.
Its depends upon how you are using. Moreover there are some instances when views will nor serve the purpose, as they are multiorg enabled where not need to set the environment for OU.
Moreover Lookups are only part of validation, and best practice is to use base table rather than view.
Another trick , is that if you are not sure what column and table details, better to navigate the Oracle form and try to get the information from the last menu attached with that form.
Conversion or migration, the more you stress should be
1. rewind processs :how you are going to rewind the whole process as you are dealing of hell lot of bulk data
2.Expection handling : your code should be smart enough in term of reporting so that exception should be easily identified and you can fix it.
3.Putting data Loading in Batches : this is more important. Lets say you are dealing with 7 years Transaction data, its not recommeded to load in one batch. design your program from easiness and range of parameter so that other factors can be automatically taken care.
4.If you are retriving CCID, in code recomended to use CCID Function rather putting All segment value, but again this is choice , and Volumn of data in a batch.
#35 Comment By Khadija On July 10, 2008 @ 7:53 am
Thank you so much, it is so helpful article.
#36 Comment By k. Nara hari On July 12, 2008 @ 4:27 am
hi, friends this is hari, actually i want to know the interface tables while converting the data from legacy system to feeder system in AR,AP,GL,PO,FA,CM
#37 Comment By K.C.Mishra On August 4, 2008 @ 10:17 pm
It’s really helpgul having requisite materials at one place
#38 Comment By anitha On August 5, 2008 @ 2:05 pm
Anand, Thanks much. It is very useful.
#39 Comment By anjan On August 26, 2008 @ 12:42 am
It is very important whose are facing interview at time this matter very useful and also understanding very easily quickly learning
thanks for posting
#40 Comment By Umesh Pendhare On August 26, 2008 @ 9:51 pm
Hi Ananad,
Nice stuff your doing….I really appriciate it. I am looking for data conversion for unit of measure, so can you please suggest me any Open Interface of API for the same….
Thanks in Advance….
UMESH
#41 Comment By Swamy On August 30, 2008 @ 9:16 am
It is really stuff
#42 Comment By Vaishali On September 25, 2008 @ 12:20 am
Hi Anand,
It’s very good stuff worth reading. I am working as APPS tech person. I am looking for AR open Balances converstion and AR miscellaenous Transaction interface. If you have some resuable code or if you can share triggering point to start work on it, would be gr8 help for me.
Thanks,
Vaishali
#43 Comment By mkr On October 11, 2008 @ 12:12 am
hi..Anand nice any one can understand by reading this About interfaces and converstions.
thanks Anand.ASAP keep more info about it.
thanks,
madhu
#44 Comment By Lewis On October 29, 2008 @ 1:59 pm
Hi All,
If you are working with APPS Conversions or Interfaces, I suggest don’t do everything from scratch, you should find a Tool to help in the process. We used “Conviface” (www.conviface.com) in our last implementation and it was really fast.
Thanks,
Lewis
#45 Comment By khan On November 12, 2008 @ 4:13 am
Inbound interfac can be regular task like monthly or weekly or it is only one time JOB
#46 Comment By sangi On November 24, 2008 @ 3:44 am
very great stuff, if you pasible provide more thinks on this stuff. thank you very much Annand.
#47 Comment By Vijay On November 27, 2008 @ 2:43 am
Hi
Its really good stuff.This helps a lot
#48 Comment By Ramesh On December 4, 2008 @ 12:26 am
it really helps me a lot personally. keep it going on
thanks
#49 Comment By Debashis On April 7, 2009 @ 11:33 pm
Hi Anand,
What is the approach for conversion of history data?
I have a case where client is maintaining Oracle application for 4 years with module stacks like AP,AR GL,CM,INV,PO,OM. Now they want to move one of the legal entity to a seperate instance and also wants history data to be migrated.There is no change of COA structure requirement.
Thanks
#50 Comment By vinod kumar.j On May 4, 2009 @ 2:58 am
Hi Anand,
I just want to Know the steps for migration of data from excel to base tables. please send the steps to ma gmail id(vinodkumarg2@gmail.com). Help me out.
#51 Comment By jayakrishna On June 12, 2009 @ 6:51 am
hi there is an any API for journal import in R12 applications
please tell me any of the api to import
#52 Comment By sam On August 9, 2009 @ 6:06 pm
Hello Anand,
Many thanks for posting such useful notes on the website. I am a regular visitor.
Data conversion in an implementation can face 2 scenarios:
1) Fresh instance available for implementation and a business is going to go-live on the instance
2) An instance which is already used (other Operating Units are setup etc). In such a case, probably we might need to look at what are the fields already used (for example attributes in master items table for inventory)
With the above, we might need to work accordingly to prepare the data conversion templates. Do you have any help document on how to go about preparing a data conversion template for various entities (for example, items, open sales orders)
You can write to me on [2]
many thanks again…
#53 Comment By Triveni On August 21, 2009 @ 12:51 am
Hi Sanjith ,
please let me know about the rules (Specified below) while preparing the CV 40 -Functional Document as part of Coversions (Migration).
processing Rules
Translation Rules
Filter Rules
Foreign Key Rules
Derivation Rules
Default value Rules
In detail the meaning of that Rules & existance ,For more understanding take an ex: Ar Open Invoices conversion , in this perspect how to map this task (Ar Open Invoices) to the above mentioned Rules.
Please forward any document available on conversions & Rules.
Hope iam clear , Appreciate in advance all your Responses .
And
what is quick codes ?
How to identify the quick codes please map in perspective of AR Open Invoices conversion?
How to identify the Foreign key validations for a specific conversion take any other Example & map .
Please let us know more about the quick code validation .
Please replu to [3]
Thanks
Triveni
#54 Comment By Kavita On March 10, 2010 @ 9:53 am
Hi,
The information provided here is really helpfull for professionals who are new in this field.
It really helps me to understand the basics of Data migration & conversion process in Oracle apps.
Its just what I was looking for.
Thanks a lot for your efforts.
#55 Comment By Salma On June 15, 2010 @ 4:06 am
Dear Sanjith,
Do you have a complete scope of work for ERP Data preparation/cleansing towards ORACLE full suite?
Many thanks. Salma
#56 Comment By Sanjit Anand On June 15, 2010 @ 4:14 am
Salma;
CV.010 : Data migration Stretegy Document is good to have in the begining, thats have details for entire data prep as well as cleaning activity.
If you are looking for a sample i can share with you.
Best
sanjit
#57 Comment By Salma On June 15, 2010 @ 11:44 pm
Yes please,
I would like to have a look at the sample.
Many thanks, Salma
#58 Comment By maruthireddy On July 22, 2010 @ 7:13 am
Plz send me a sample query of supplier conversion
#59 Comment By Brenden On October 20, 2010 @ 11:25 pm
Sanjit,
Great work!
Can you share CV.010 : Data migration Strategy Document with me too please.
Much appreciated.
Brenden
#60 Comment By Srini On October 27, 2010 @ 10:13 am
Hi
I would really appreciate your work, thanks for sharing info.
i have one question
Suppose i want to load the flat file information to header level and line level, in this case will i get one flat file or 2 flat files
i am very new this oracle apps so pls dont hesitate to answer small questions
#61 Comment By Srini On October 27, 2010 @ 10:15 am
One more Question is
how to do validation before inserting into interface table.
please tell with one example (with column validation)
thanks in advance
Srini
#62 Comment By Sudhakar On November 9, 2010 @ 3:32 am
Hi,
Article is very good for begginers like me. Keep it continue with the same tempo for us.
Thanks
#63 Comment By srinu babu On November 11, 2010 @ 10:21 am
hi thanx for the exclusive information…plz send is there any workflow documets with full information
[4]
#64 Comment By sujith On November 17, 2011 @ 3:11 am
Article is very good for begginers like me. I wish to know more about different types of conversions like gl conversion, item conversion etc. please add more topics on conversion
thanks
sujith
#65 Comment By Kashif Rasheed On January 18, 2012 @ 2:36 am
Dear,
I need your help if any one can.
Actually we wants to migrate data in Oracle eBs:
1- GL Opening Balances
2- Customer Master with opening balances
3- Supplier Master with opening balances
4 – Fixed Asstes Master with opening balances
5- Employee Master with Salary Details
Can anyone provide me the excel templetes for those files, I am really appreciated and thankful to you.
My email address is [5]
Best regards,
Kashif Rasheed
#66 Comment By Javed khan On October 13, 2012 @ 7:44 am
Thanks Sanjit for providing such an important information related to interfaces.
I have one question can you please help me to clarify my doubt…
What i have understood from this article that interfaces are meant to transfer or synchronizing the data from one system to other system..
But when we synchronize the data within oracle apps from one module to other (say OM to install base or OM to AR) then this kind of data synchronization can also be considered as interfacing …
OR
when data transfermation done between oracle apps with some other legacy system (say Geneva billing) then only it can be said as interfacing .
Thanks and Regards,
Javed Khan
#67 Comment By kavitha On February 14, 2013 @ 10:57 pm
Hi,
Can u tel me APIs used in oracle apss while developig the code using interfaces(i.e, inbound & outbound).
and also provide the code for iterfaces using APIs for any module(ex.., move order).
please provide this information as soon as poosible.
mail id: [6]
#68 Comment By Shrikant On February 26, 2013 @ 5:49 am
This is truly a great stuff; You are doing gr8 service to the Apps community :)