Query To Find All the Tax Invoices in Payable

Query To Find All the Tax Invoices in Payable

SELECT DISTINCT
--pla.po_line_id,b.line_number,pla.item_description,
    pla.line_num po_line_num,
    a.invoice_num,
    a.description invoice_description,
    a.invoice_date,
    a.source,
    a.invoice_amount,
    b.amount invoice_line_amount,
    zx.tax_amt,
    a.gl_date
--,a.vendor_id,a.vendor_site_id,
   ,
    supp.vendor_name
--,b.line_number,b.line_type_lookup_code,b.amount item_amount 
--,b.po_header_id,b.po_line_id,b.po_line_location_id,b.po_distribution_id
   ,
    poh.segment1 po_number,
    poh.comments,
    prha.segment1 po_requisition,
    (
        SELECT
            per.full_name
        FROM
            apps.per_all_people_f per
        WHERE
            prha.preparer_id = per.person_id
            AND ROWNUM < 2
    ) po_preparer_name,
    (
        SELECT
            per.full_name
        FROM
            apps.per_all_people_f per
        WHERE
            poh.agent_id = per.person_id
            AND ROWNUM < 2
    ) po_buyer_nam,
    (
        SELECT
            per.full_name
        FROM
            apps.per_all_people_f per
        WHERE
            prla.to_person_id = per.person_id
            AND ROWNUM < 2
    ) requestor,
    prla.item_description,
    gcc2.segment1 ledger,
    gcc2.segment2 location,
    gcc2.segment3 dept,
    gcc2.segment4 account
--,(select segment1 from  apps.gl_code_combinations gcc1 where gcc1.code_combination_id= pda.CODE_COMBINATION_ID) Ledger
   ,
    (
        SELECT
            gl_flexfields_pkg.get_description_sql(gcc.chart_of_accounts_id,1,gcc.segment1)
        FROM
            gl_code_combinations gcc
        WHERE
            code_combination_id = pda.code_combination_id
    ) ledger_description
--,(select segment2 from  apps.gl_code_combinations gcc1 where gcc1.code_combination_id= pda.CODE_COMBINATION_ID) Location
   ,
    (
        SELECT
            gl_flexfields_pkg.get_description_sql(gcc.chart_of_accounts_id,2,gcc.segment2)
        FROM
            gl_code_combinations gcc
        WHERE
            code_combination_id = pda.code_combination_id
    ) location_description
--,(select segment3 from  apps.gl_code_combinations gcc1 where gcc1.code_combination_id= pda.CODE_COMBINATION_ID) Dept
   ,
    (
        SELECT
            gl_flexfields_pkg.get_description_sql(gcc.chart_of_accounts_id,3,gcc.segment3)
        FROM
            gl_code_combinations gcc
        WHERE
            code_combination_id = pda.code_combination_id
    ) dept_description
--,(select segment4 from  apps.gl_code_combinations gcc1 where gcc1.code_combination_id= pda.CODE_COMBINATION_ID) Account
   ,
    (
        SELECT
            gl_flexfields_pkg.get_description_sql(gcc.chart_of_accounts_id,4,gcc.segment4)
        FROM
            gl_code_combinations gcc
        WHERE
            code_combination_id = pda.code_combination_id
    ) account_description
FROM
    apps.ap_suppliers supp,
    apps.ap_invoices_all a,
    apps.ap_invoice_lines_all b,
    apps.zx_lines_summary zx,
    apps.po_headers_all poh,
    apps.po_lines_all pla,
    apps.po_distributions_all pda,
    apps.po_req_distributions_all prda,
    apps.po_requisition_lines_all prla,
    apps.po_requisition_headers_all prha,
    apps.gl_code_combinations gcc2,
    mtl_categories_b_kfv mc
WHERE
    1 = 1
    AND a.invoice_id = zx.trx_id
    AND zx.application_id = 200
    AND zx.entity_code = 'AP_INVOICES' --and zx.summary_tax_line_number=b.line_number
    AND a.vendor_id = supp.vendor_id
    AND a.invoice_id = b.invoice_id
    AND b.po_header_id = poh.po_header_id (+)
    AND b.po_distribution_id = pda.po_distribution_id (+)
    AND b.po_line_id = pla.po_line_id (+)
    AND pla.category_id = mc.category_id
    AND pda.req_distribution_id = prda.distribution_id (+)
    AND prda.requisition_line_id = prla.requisition_line_id (+)
    AND prla.requisition_header_id = prha.requisition_header_id (+)
    AND gcc2.code_combination_id = pda.code_combination_id 
--and a.creation_date between '1-July-2018' and '31-Oct-2018'
    AND a.invoice_date BETWEEN '1-July-2018' AND '31-Oct-2018'
    AND gcc2.segment1 = '341'
--and pla.item_description not like '%RAW MATERIALS%'
    AND mc.concatenated_segments NOT LIKE '%QUARRY MATERIALS_SAND%'
--and mc.CONCATENATED_SEGMENTS not like '%RAW MATERIALS%'
--and poh.segment1= '5929253' --'5958648' --'5941453'--'5929253'
    AND a.invoice_id = 12780569
    AND zx.tax_amt != 0
    AND b.amount != 0
ORDER BY
    a.invoice_date,
    supp.vendor_name;

Query to Find All Tax Code and Tax Rate used in the Oracle R12

Query To Find All Tax Code and Tax Rate used in the Oracle R12

SELECT DISTINCT
    a.tax_id,
    a.tax tax_code,
    b.tax_full_name,
    a.tax_regime_code,
    a.tax_type_code,
    c.tax_rate_code,
    d.tax_rate_name,
    c.tax_status_code,
    c.rate_type_code,
    c.percentage_rate
--,c.DESCRIPTION,e.ENTITY_CODE,e.EVENT_CLASS_CODE,e.TRX_ID,e.TRX_NUMBER
FROM
    zx_taxes_b a,
    zx_taxes_tl b,
    zx_rates_b c,
    zx_rates_tl d,
--zx_lines_summary e,
    zx_lines_v f
WHERE
    1 = 1
    AND a.tax_id = b.tax_id
    AND c.tax = a.tax
    AND c.tax_rate_id = d.tax_rate_id
--and e.TAX = a.TAX
--and e.TAX_RATE_ID = c.TAX_RATE_ID
    AND f.tax = a.tax
    AND f.tax_rate_id = c.tax_rate_id
--and a.TAX = 'AU GST TAX'
ORDER BY
    a.tax,
    c.tax_rate_code;

To Find All Tax Code and Tax Rate defined in the Oracle R12

SELECT DISTINCT
    a.tax_id,
    a.tax tax_code,
    b.tax_full_name,
    a.tax_regime_code,
    a.tax_type_code,
    c.tax_rate_code,
    d.tax_rate_name,
    c.tax_status_code,
    c.rate_type_code,
    c.percentage_rate,
    c.description
FROM
    zx_taxes_b a,
    zx_taxes_tl b,
    zx_rates_b c,
    zx_rates_tl d
WHERE
    1 = 1
    AND a.tax_id = b.tax_id
    AND c.tax = a.tax
    AND c.tax_rate_id = d.tax_rate_id
--and a.TAX = 'AU GST TAX'
ORDER BY
    a.tax,
    c.tax_rate_code;;

Relevant Tables :

a. Tax Regimes: ZX_REGIMES_B

b. Taxes: ZX_TAXES_B

c. Tax Status: ZX_STATUS_B

d. Tax Rates: ZX_RATES_B

e. Tax Jurisdictions: ZX_JURISDICTIONS_B

f. Tax Rules: ZX_RULES_B

select * from ZX_LINES_V where ENTITY_CODE = 'AP_INVOICE';
select * from zx_lines_summary  ;
select * from ZX_TAXES_B where TAX = 'AU GST TAX';
select * from ZX_TAXES_TL where TAX_ID = 209333;
select * from ZX_RATES_B WHERE tax = 'AU GST TAX';
select * from ZX_RATES_TL;
select * from AP_TAX_CODES_ALL;

SELECT * FROM zx_regimes_b
WHERE tax_regime_code = '&tax_regime_code';

SELECT * FROM zx_taxes_b
WHERE DECODE('&tax_name',null,'xxx',tax) = nvl('&tax_name','xxx')
AND tax_regime_code = '&tax_regime_code';

SELECT * FROM zx_status_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';

SELECT * FROM zx_rates_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';

SELECT * FROM zx_jurisdictions_b
WHERE DECODE('&tax_name',null,'xxx',tax) = nvl('&tax_name','xxx')
AND tax_regime_code = '&tax_regime_code';

SELECT * FROM zx_rules_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';

EBTAX TRANSACTION TABLES 

Following are the main E-Business tax tables that will contain the transaction information that will have the tax details after tax is calculated.

a. ZX_LINES: This table will have the tax lines for associated with PO/Release schedules.

TRX_ID: Transaction ID. This is linked to the

PO_HEADERS_ALL.PO_HEADER_ID

TRX_LINE_ID: Transaction Line ID. This is linked to the

PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID

b. ZX_REC_NREC_DIST: This table will have the tax distributions for associated with PO/Release distributions.

TRX_ID: Transaction ID. This is linked to the

PO_HEADERS_ALL.PO_HEADER_ID

TRX_LINE_ID: Transaction Line ID. This is linked to the

PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID

TRX_LINE_DIST_ID: Transaction Line Distribution ID. This is linked to the

PO_DISTRIBUTIONS_ALL.PO_DISTRIBUTION_ID

RECOVERABLE_FLAG: Recoverable Flag. If the distribution is recoverable then the flag will be set to Y and there will be values in the RECOVERY_TYPE_CODE and RECOVERY_RATE_CODE.

c. PO_REQ_DISTRIBUTIONS_ALL: This table will have the tax distributions for associated with Requisition distribution.

RECOVERABLE_TAX: Recoverable tax amount

NONRECOVERABLE_TAX: Non Recoverable tax amount

d. ZX_LINES_DET_FACTORS: This table holds all the information of the tax line transaction for both the requisitions as well as the purchase orders/releases.

TRX_ID: Transaction ID. This is linked to the

PO_REQUISITION_HEADERS_ALL.REQUISITION_HEADER_ID /

PO_HEADERS_ALL.PO_HEADER_ID

TRX_LINE_ID: Transaction Line ID. This is linked to the

PO_REQUISITION_LINES_ALL.REQUISITION_LINE_ID /

PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID

To find the Transaction details based on Create accounting (Warning) program output event number

To find the payment and bank details based on Create accounting (Warning) program output event number:

=======================================================================                                                             Create accounting program goes in "warning" while extracting output file of create accounting request ,it does not provide any details of payment related even in detail mode as well as summary mode where as only the event number and event type reflects in the output report .

The accounting for payment will be generally in the partial status.

We can find the payment details by using below query ; 

select distinct aca.check_number

,cba.bank_account_name

,cba.bank_account_num

,apha.accounting_date

,apha.posted_flag

,apha.org_id

,gcc1.concatenated_segments cash

,gcc2.concatenated_segments cash_clearing

,gcc3.concatenated_segments bank_charge

,gcc4.concatenated_segments bank_error

from

ce_bank_accounts cba,

ap_checks_all aca,

ap_payment_history_all apha,

ap_payment_hist_dists aphd,

xla_distribution_links xdl,

xla_transaction_entities xte,

xla_events xe,

gl_code_combinations_kfv gcc1,

gl_code_combinations_kfv gcc2,

gl_code_combinations_kfv gcc3,

gl_code_combinations_kfv gcc4

where 1=1

and cba.asset_code_combination_id = gcc1.code_combination_id

and cba.cash_clearing_ccid = gcc2.code_combination_id

and cba.bank_charges_ccid = gcc3.code_combination_id

and cba.bank_errors_ccid = gcc4.code_combination_id

and cba.bank_account_id =aca.bank_account_id

and aca.check_id = apha.check_id

and apha.payment_history_id = aphd.payment_history_id

and aphd.payment_hist_dist_id = xdl.source_distribution_id_num_1

and xdl.event_id = xe.event_id

and xdl.source_distribution_type = 'AP_PMT_DIST'

and xe.event_type_code = 'PAYMENT CLEARING ADJUSTED' ---provide the event type based on the output file of create accounting 

and xe.event_status_code = 'U'

and xe.process_status_code = 'I'

and xe.event_number =  XXX ; --provide the event number based on the output file of create accounting

To find the PO and receipt details based on Create accounting-Cost Management (Warning) program output event number:

====================================================================

                                                                     Create accounting cost management program goes in "warning" while extracting output file of create accounting request ,it does not provide any details of PO related even in detail mode as well as summary mode where as only the event number and event type reflects in the output report .

We can find the PO details by using below query ; 

select  distinct pha.segment1 po_num,rsh.receipt_num,pv.vendor_name,haou.name org_name,hou.name ou from

xla_events xe,

xla_distribution_links xdl,

rcv_receiving_sub_ledger rrsl,

po_distributions_all pda,

po_headers_all pha,

rcv_transactions rt,

rcv_shipment_headers  rsh,

hr_operating_units hou,

hr_all_organization_units haou,

po_vendors pv

where 1=1

and xe.event_id = xdl.event_id

and xdl.source_distribution_id_num_1 = rrsl.rcv_sub_ledger_id

and rrsl.reference3 = pda.po_distribution_id

and pda.po_header_id = pha.po_header_id

and rrsl.rcv_transaction_id = rt.transaction_id

and rt.shipment_header_id = rsh.shipment_header_id

and hou.organization_id = pha.org_id

and rsh.ship_to_org_id = haou.organization_id

and pv.vendor_id = rsh.vendor_id

--and pv.vendor_site_id = rsh.vendor_site_id

and xe.event_status_code = 'U' 

and xe.process_status_code = 'I' ---for error transaction else remove 

and xe.event_type_code = 'DELIVER_EXPENSE' --provide the event type based on the output file of create accounting 

and xe.event_number = 1 ;--provide the event number based on the output file of create accounting  

If your know the PO details then we could find the accounting details using below query :

Provide PO Number to the following query. 

 SELECT PO_HEADER_ID
   FROM PO_HEADERS_ALL
  WHERE SEGMENT1 ='&PO_NUMBER';

SELECT *
FROM   XLA_DISTRIBUTION_LINKS XDL
WHERE  XDL.SOURCE_DISTRIBUTION_ID_NUM_1 IN
       (SELECT TO_CHAR(RRSL.RCV_SUB_LEDGER_ID)
       FROM    RCV_RECEIVING_SUB_LEDGER RRSL
       WHERE   RRSL.REFERENCE3 IN
               (SELECT TO_CHAR(PO_DISTRIBUTION_ID)
               FROM    PO_DISTRIBUTIONS_ALL
               WHERE   PO_HEADER_ID = 4064913) --&PO_HEADER_ID
       )
AND    SOURCE_DISTRIBUTION_TYPE = 'RCV_RECEIVING_SUB_LEDGER';
AND    APPLICATION_ID           = 707;



SELECT *
FROM   XLA_DISTRIBUTION_LINKS XDL
WHERE  XDL.SOURCE_DISTRIBUTION_ID_NUM_1 IN
       ( SELECT aida.invoice_distribution_id
       FROM    AP_INVOICE_DISTRIBUTIONS_ALL aida
       WHERE   aida.PO_DISTRIBUTION_ID IN
               (SELECT pod.PO_DISTRIBUTION_ID
               FROM    PO_DISTRIBUTIONS_ALL pod
               WHERE   pod.PO_HEADER_ID = &PO_HEADER_ID)
       )
AND    APPLICATION_ID = 200;

How to Find Active Project Manager and Project Controller based on the Oracle Projects

How to Find Active Project Manager based on the Oracle Projects

Select distinct ppa.project_id,ppa.segment1 Project_No,

ppa.name project_name,pr.name PM_name,

ppp.start_date_active,ppp.end_date_active

,ppp.project_role_type,pap.email_address,pap.employee_number

from PA_PROJECTS_all PPA,

PA_PROJECT_PLAYERS PPP,

PA_RESOURCES PR,

PA_PROJECT_OPTIONS PPO,

PER_ALL_PEOPLE_F PAP

where 1=1

and ppa.project_id = ppp.project_id

and ppp.resource_id = pr.resource_id

and pap.person_id = ppp.person_id

and (ppp.end_date_active is  null

or ppp.end_date_active > sysdate)

and ppp.project_role_type = 'PROJECT MANAGER'

and pap.business_group_id = '102'

and ppa.segment1 in ( '401012-01914','401012-01915')

How to Find Active Project Manager for All Projects:

Select distinct ppa.project_id,ppa.segment1 Project_No,

ppa.name project_name,pr.name PM_name,

ppp.start_date_active,ppp.end_date_active

,ppp.project_role_type,pap.email_address,pap.employee_number

from PA_PROJECTS_all PPA,

PA_PROJECT_PLAYERS PPP,

PA_RESOURCES PR,

PA_PROJECT_OPTIONS PPO,

PER_ALL_PEOPLE_F PAP

where 1=1

and ppa.project_id = ppp.project_id

and ppp.resource_id = pr.resource_id

and pap.person_id = ppp.person_id

and (ppp.end_date_active is  null

or ppp.end_date_active > sysdate)

and ppp.project_role_type = 'PROJECT MANAGER'

and pap.business_group_id = '102'

How to Find Active Project Controller for All Projects:

select distinct ppa.project_id,ppa.segment1 Project_num,
papf.full_name,haou.name Org_name,hou.name OU_Name 
from 
pa_projects_all ppa,
pa_project_role_types_vl pprt,
PA_PROJECT_PLAYERS ppp,
per_all_people_f papf,
hr_all_organization_units haou,
hr_operating_units hou
where 1=1
and ppa.project_id = ppp.project_id
and pprt.project_role_type = ppp.project_role_type
and ppp.person_id = papf.person_id
and ppa.carrying_out_organization_id = haou.organization_id
and ppa.org_id = hou.organization_id
and trunc(sysdate) between papf.effective_start_date and papf.effective_end_date
and trunc(sysdate) between ppp.start_date_active and nvl(ppp.end_date_active,'31-dec-4712')
and ppa.org_id in ('106','31211','39991','14010')
and ppp.project_role_type = '7001'
and ppa.project_status_code = 'APPROVED'
order by ppa.segment1;

ORACLE UNIFIED METHOD (OUM) OVERVIEW AND DOCUMENTS

ORACLE UNIFIED METHOD (OUM)

INTRODUCTION

Oracle is evolving the Oracle^® Unified Method (OUM) to realize the vision of supporting the entire Enterprise IT lifecycle, including support for the successful implementation of every Oracle product. You can tailor OUM to support your specific project situation. With its ready-made templates, guidelines, and scalable work breakdown structure, OUM provides the programmatic tools you need to manage the risks associated with your project.

OUM provides support for Application Implementation, Cloud Application Services Implementation, and Software Upgrade projects as well as the complete range of technology projects including Business Intelligence (BI), Enterprise Security, WebCenter, Service-Oriented Architecture (SOA), Application Integration Architecture (AIA), Business Process Management (BPM), Enterprise Integration, and Custom Software. Detailed techniques and tool guidance is provided, including a supplemental guide related to Oracle UPK and Tutor.

OUM includes three Focus Areas – Manage, Envision, and Implement. OUM's Manage focus area provides a framework in which all types of projects can be planned, estimated, controlled, and completed in a consistent manner. OUM’s Envision focus area deals with development and maintenance of enterprise level IT strategy, architecture, and governance. Envision also assists in the transition from enterprise-level planning and strategy activities to the identification and initiation of specific projects. The Implement focus area provides a framework to develop and implement Oracle-based business solutions with precise development and rapid deployment.

Features

The Oracle^® Unified Method (OUM) Release 6.3 features:

• OUM Cloud Application Services Implementation Approach to the Application Implementation Method (AIM) Mapping
• OUM Project Workplan, available in Primavera format, includes Tasks from OUM's Manage and Implement Focus Areas
• RACI-Responsibility Assignment Technique, Template and Examples
• Document Application Configuration Changes (MC.055) Task and Template
• Top-Level Business Capabilities Diagram (EA.040) Template and Capability Analysis Results Presentation (EA.040) Template
• Maturity Analysis Presentation (ER.015) Template
• Access to Oracle Managed Cloud Services (OMCS) Implementation Training to Aid Project Managers Interfacing with OMCS
• Updated/Enhanced
  • OUM Cloud Application Services Implementation Approach Guidance and Templates updated based on Field Input
  • Template Functionality and Format revised based on Field Requests, specifically removed Oracle Method Template Engine (OMTE) and converted to Microsoft Office 2007 format
  • Template User's Guide revised to address Template Functionality and Format revisions, such as Changing Variables, Updating Field Codes and Removing Yellow Notes
  • OUM Microsoft Project Workplan updated to include Document Application Configuration Changes (MC.055) Task and Activity Filter, converted to MS Project 2007 format and removed reliance on OUM-specific Microsoft Project Template (Global.mpt)
  • OUM Microsoft Project Workplan User's Guide updated to reflect changes to OUM Microsoft Project Workplan
  • Steering Committee Presentation (CMM.020) updated based on Subject Matter Experts Feedback
  • Project Management Framework supporting Tasks and Templates updated based on Subject Matter Experts Feedback
    

OUM Approach

OUM is built on five main principles derived from the Unified Process, the Dynamic Systems Development Method (DSDM), and Oracle's legacy methods. Those are:

• Iterative and Incremental
• Business Process and Use Case-Driven
• Architecture-Centric
• Flexible and Scalable
• Risk-Focused
  

Implementation Stages 

OUM DOCUMENTS

[RD] Business Requirements

Inception Phase

Documents

RD.001 Detail Business and System Objectives

RD.003 Identify Viewpoints

RD.005 Create System Context Diagram

RD.011.1 Develop Future Process Model

RD.012 Document Present and Future Organization Structures

RD.015 Determine KPI Collection and Reporting Strategy

RD.020 Obtain High-Level Business Descriptions

RD.030 Develop Current Business Process Model

RD.034 Document Current Business Baseline Metrics

RD.042.1 Develop Glossary

RD.045.1 Prioritize Requirements (MoSCoW)

RD.055 Detail Supplemental Requirements

RD.065 Develop Domain Model (Business Entities)

RD.070 Determine Audit and Control Requirements

RD.130.1 Develop Baseline Architecture Description

RD.134 Identify New Software Release Changes

RD.136 Perform Custom Extension Impact Analysis

RD.138 Perform Data Impact Analysis

RD.140.1 Create Requirements Specification

RD.150.1 Review Requirements Specification

Elaboration Phase

RD.011.2 Develop Future Process Model

RD.042.2 Develop Glossary

RD.045.2 Prioritize Requirements (MoSCoW)

RD.140.2 Create Requirements Specification

RD.150.2 Review Requirements Specification

Construction Phase

RD.042.3 Develop Glossary

RD.045.3 Prioritize Requirements (MoSCoW)

RD.130.2 Develop Baseline Architecture Description

Production Phase

RD.160 Convert Project Views to Reusable Viewpoints

[RA] Requirements Analysis

Inception Phase

RA.010 Simulate Business Process

RA.015 Develop Business Use Case Model

RA.019 Define Project Reference Architecture

RA.021.1 Capture User Stories

RA.023.1 Develop Use Case Model

RA.025.1 Identify Candidate Services

RA.027.1 Identify Candidate Business Rules

RA.028.1 Populate Business Rules Repository

RA.030.1 Validate Conceptual Prototype

Elaboration Phase

RA.021.2 Capture User Stories

RA.023.2 Develop Use Case Model

RA.024.1 Develop Use Case Details

RA.025.2 Identify Candidate Services

RA.026.1 Populate Services Repository

RA.027.2 Identify Candidate Business Rules

RA.028.2 Populate Business Rules Repository

RA.030.2 Validate Conceptual Prototype

RA.035 Develop High-Level Software Architecture Description

RA.055.1 Document Business Procedures

RA.085 Validate Functional Prototype

RA.095 Validate User Interface Standards Prototype

RA.160 Conduct Business Data Source Gap Analysis

RA.170.1 Conduct Data Quality Assessment

RA.180.1 Review Use Case Model

Construction Phase

RA.021.2 Capture User Stories

RA.023.3 Develop Use Case Model

RA.024.2 Develop Use Case Details

RA.025.3 Identify Candidate Services

RA.026.2 Populate Services Repository

RA.027.3 Identify Candidate Business Rules

RA.028.3 Populate Business Rules Repository

RA.055.2 Document Business Procedures

RA.170.2 Conduct Data Quality Assessment

RA.180.2 Review Use Case Model

[MC] Mapping and Configuration

Inception Phase

MC.010.1 Define Business Data Structures

MC.020 Define Business Data Structure Setups

MC.090.1 Conduct Reporting Fit Analysis

Elaboration Phase

MC.010.2 Define Business Data Structures

MC.030 Map Business Requirements

MC.040 Gather Setup Information

MC.050.1 Define Application Setups

MC.055 Document Application Configuration Changes

MC.060 Document Functional Security

MC.070 Prepare Configuration Prototype Environment

MC.080 Conduct Configuration Prototyping Workshop

MC.090.2 Conduct Reporting Fit Analysis

MC.100 Define and Estimate Application Extensions

MC.110 Define Gap Resolutions

Construction Phase

MC.050.2 Define Application Setups

[AN] Analysis

Elaboration Phase

AN.035.1 Update Existing Analysis Specification

AN.040.1 Develop Analysis Architecture Description

AN.050.1 Analyze Data

AN.060.1 Analyze Behavior

AN.070.1 Analyze Business Rules

AN.080.1 Analyze Services

AN.085.1 Define Service

AN.090.1 Analyze User Interface

AN.100.1 Prepare Analysis Specification

AN.110.1 Review Analysis Model

Construction Phase

AN.035.2 Update Existing Analysis Specification

AN.040.2 Develop Analysis Architecture Description

AN.050.2 Analyze Data

AN.060.2 Analyze Behavior

AN.070.2 Analyze Business Rules

AN.080.2 Analyze Services

AN.085.2 Define Service

AN.090.2 Analyze User Interface

AN.100.2 Prepare Analysis Specification

AN.110.2 Review Analysis Model

[DS] Design

Elaboration Phase

DS.020 Define Application Extension Strategy

DS.035.1 Update Existing Design Specification

DS.040.1 Develop Design Architecture Description

DS.050 Determine Design and Build Standards

DS.060 Define Business Rules Implementation Strategy

DS.070 Define SOA Implementation Strategy

DS.080.1 Design Software Components

DS.090.1 Design Data

DS.100.1 Design Behavior

DS.110.1 Design Business Rules

DS.120.1 Design Services

DS.130.1 Design User Interface

DS.140.1 Prepare Design Specification

DS.150.1 Develop Database Design

DS.160.1 Review Design Model

Construction Phase

DS.035.2 Update Existing Design Specification

DS.040.2 Develop Design Architecture Description

DS.080.2 Design Software Components

DS.090.2 Design Data

DS.100.2 Design Behavior

DS.110.2 Design Business Rules

DS.120.2 Design Services

DS.130.2 Design User Interface

DS.140.2 Prepare Design Specification

DS.150.2 Develop Database Design

DS.160.2 Review Design Model

[IM] Implementation

Inception Phase

IM.005.1 Develop Conceptual Prototype

Elaboration Phase

IM.005.2 Develop Conceptual Prototype

IM.007.1 Prepare Development Environment

IM.010 Develop Functional Prototype

IM.020 Develop Architectural Foundation

IM.040.1 Implement Database

IM.053.1 Register Services

IM.055.1 Perform Business Rules Implementation (Rules Engine)

IM.060.1 Perform Component Review

IM.085 Develop User Interface Standards Prototype

Construction Phase

IM.007.2 Prepare Development Environment

IM.040.2 Implement Database

IM.050 Implement Components

IM.053.2 Register Services

IM.055.2 Perform Business Rules Implementation (Rules Engine)

IM.060.2 Perform Component Review

IM.070 Assemble Components

IM.080 Integrate Services

IM.090 Create Installation Routines

[TE] Testing

Inception Phase

TE.005.1 Determine Testing Requirements

Elaboration Phase

TE.005.2 Determine Testing Requirements

TE.010 Develop Testing Strategy

TE.015.1 Develop Integration Test Plan

TE.018.1 Prepare Static Test Data

TE.020.1 Develop Unit Test Scripts

TE.025.1 Create System Test Scenarios

TE.025.2 Create System Test Scenarios

TE.030.1 Perform Unit Test

TE.035.1 Create Integration Test Scenarios

TE.038.1 Prepare Integration Test Environment

TE.040.1 Perform Integration Test

TE.050.1 Develop System Test Plan

TE.060.1 Prepare System Test Environment

TE.070.1 Perform System Test

TE.072.1 Test Pre-Upgrade Steps

TE.073.1 Test Packaged Software Upgrade

TE.074.1 Test Post-Upgrade Steps

TE.075.1 Perform Post-Upgrade Reconciliation Testing

TE.076.1 Review Upgrade Test Results

TE.080 Develop Systems Integration Test Plan

TE.082 Develop Acceptance Test Plan

Construction Phase

TE.015.2 Develop Integration Test Plan

TE.018.2 Prepare Static Test Data

TE.019.1 Collect, Assess and Refine KPI Measurements

TE.020.2 Develop Unit Test Scripts

TE.025.3 Create System Test Scenarios

TE.030.2 Perform Unit Test

TE.035.2 Create Integration Test Scenarios

TE.038.2 Prepare Integration Test Environment

TE.040.2 Perform Integration Test

TE.050.2 Develop System Test Plan

TE.060.2 Prepare System Test Environment

TE.065 Perform Installation Test

TE.070.2 Perform System Test

TE.072.2 Test Pre-Upgrade Steps

TE.073.2 Test Packaged Software Upgrade

TE.074.2 Test Post-Upgrade Steps

TE.075.2 Perform Post-Upgrade Reconciliation Testing

TE.076.2 Review Upgrade Test Results

TE.085 Prepare Systems Integration Test Environment

TE.090 Develop Systems Integration Test Scenarios

TE.100 Perform Systems Integration Test

Transition Phase

TE.105 Prepare Users for Testing

TE.110 Prepare Acceptance Test Environment

TE.120 Support Acceptance Test

Production Phase

TE.019.2 Collect, Assess and Refine KPI Measurements

[PT] Performance Management

Inception Phase

PT.010 Conduct Performance Management Workshop

Elaboration Phase

PT.020 Define Performance Management Requirements and Strategy

PT.030 Define Performance Testing Strategy

PT.040 Identify Performance Testing Models and Scenarios

PT.050 Design Performance Test Scripts and Programs

PT.060 Design Performance Test Data and Load Programs

Construction Phase

PT.070 Build Performance Test Scripts and Programs

PT.080 Construct Performance Test Environment and Database

PT.090 Conduct Performance Test Dress Rehearsal

Transition Phase

PT.100 Execute Performance Test

PT.110 Create Performance Test Report

Production Phase

PT.120 Conduct Production Performance Management

[TA] Technical Architecture

Inception Phase

TA.004 Perform Technical Architecture Impact Analysis

TA.010 Conduct Technical Architecture Workshop

Elaboration Phase

TA.006 Define Technical Prototype Subprojects

TA.020 Define Technical Architecture Requirements and Strategy

TA.030 Define Integration Requirements and Strategy

TA.040 Define Reporting and Information Access Strategy

TA.050 Define Disaster Recovery Strategy

TA.060 Define System Operations and Management Strategy

TA.070 Define Initial Architecture and Application Mapping

TA.080 Define Backup and Recovery Strategy

TA.090 Develop Security and Control Strategy

Construction Phase

TA.100 Define System Management Procedures

TA.110 Define Operational Testing Plan

TA.120 Conduct Operational Testing

TA.130 Conduct Backup and Recovery Test

TA.140 Conduct Disaster Recovery Test

TA.150 Define Final Platform and Network Architecture

TA.160 Define System Capacity Plan

[CV] Data Acquisition and Conversion

Inception Phase

CV.010 Define Data Acquisition and Conversion Requirements

Elaboration Phase

CV.020 Define Data Acquisition, Conversion and Data Quality Strategy

CV.025 Define Data Acquisition and Conversion Standards

CV.027.1 Perform Data Mapping

CV.030.1 Prepare Conversion Environment (Initial Load)

CV.035.1 Define Manual Conversion Procedures (Initial Load)

CV.040.1 Design Conversion Components (Initial Load)

CV.050.1 Prepare Conversion Test Plans (Initial Load)

CV.055.1 Implement Conversion Components (Initial Load)

CV.060.1 Perform Conversion Component Unit Test (Initial Load)

CV.062.1 Perform Conversion Component Business Object Test (Initial Load)

CV.063.1 Perform Conversion Component Validation Test (Initial Load)

Construction Phase

CV.027.2 Perform Data Mapping

CV.030.2 Prepare Conversion Environment (Initial Load)

CV.035.2 Define Manual Conversion Procedures (Initial Load)

CV.040.2 Design Conversion Components (Initial Load)

CV.050.2 Prepare Conversion Test Plans (Initial Load)

CV.055.2 Implement Conversion Components (Initial Load)

CV.060.2 Perform Conversion Component Unit Test (Initial Load)

CV.062.2 Perform Conversion Component Business Object Test (Initial Load)

CV.063.2 Perform Conversion Component Validation Test (Initial Load)

CV.064.1 Install Conversion Components (Initial Load)

CV.065.1 Convert and Verify Data (Initial Load)

CV.068.1 Clean Data

Transition Phase

CV.064.2 Install Conversion Components (Initial Load)

CV.065.2 Convert and Verify Data (Initial Load)

CV.068.2 Clean Data

[DO] Documentation

Inception Phase

DO.010 Define Documentation Requirements and Strategy

Elaboration Phase

DO.020 Define Documentation Standards and Procedures

DO.040 Prepare Documentation Environment

Construction Phase

DO.060 Publish User Reference Manual

DO.070 Publish User Guide

DO.080 Publish Technical Reference Material

DO.100 Produce Online Help

Transition Phase

DO.110 Finalize Documentation

[OCM] Organizational Change Management

Inception Phase

OCM.010 Create and Manage Ad Hoc Communications

OCM.020 Prepare for Executive Alignment Workshop

OCM.030 Conduct Executive Alignment Workshop

OCM.040 Build and Deploy Sponsorship Program

OCM.050 Prepare for Team-Building Workshop

OCM.060 Conduct Team-Building Workshop

OCM.070 Design Managers' Project Alignment Workshop

OCM.080 Conduct Managers' Project Alignment Workshop

OCM.090 Design Change Agent Workshop

OCM.100 Conduct Change Agent Workshop

OCM.110 Develop Change Readiness Assessment Strategy and Tools

OCM.120 Conduct Change Readiness Assessment and Analyze Data

OCM.130 Build Communication Strategy and Change Management Roadmap

OCM.140 Develop Communication Campaign

OCM.150.1 Conduct Change Management Roadmap / Communication Campaign

Elaboration Phase

OCM.150.2 Conduct Change Management Roadmap / Communication Campaign

OCM.155.1 Monitor Change Management Roadmap / Communication Campaign Effectiveness

OCM.160 Prepare Business Process Impact Inventory

Construction Phase

OCM.150.3 Conduct Change Management Roadmap / Communication Campaign

OCM.155.2 Monitor Change Management Roadmap / Communication Campaign Effectiveness

OCM.170 Collect and Analyze Job Change Data

OCM.180 Determine Impact of Job Changes

OCM.190 Prepare HR Transition Plan

OCM.200 Design Managers' Unit / Department Impact Workshop

OCM.210 Conduct Managers' Unit / Department Impact Workshop

Transition Phase

OCM.150.4 Conduct Change Management Roadmap / Communication Campaign

OCM.155.3 Monitor Change Management Roadmap / Communication Campaign Effectiveness

OCM.220 Prepare Assessment of Impact on IT Groups

OCM.230 Prepare IT Transition Plan

Production Phase

OCM.150.5 Conduct Change Management Roadmap / Communication Campaign

OCM.155.4 Monitor Change Management Roadmap / Communication Campaign Effectiveness

OCM.250 Measure Organizational Change Effectiveness

OCM.260 Implement IT Transition Plan

[TR] Training

Inception Phase

TR.010.1 Define Training Strategy

TR.020 Prepare Project Team Learning Plan

TR.030 Prepare Project Team Learning Environment

TR.040 Develop Project Team Learningware

TR.050 Conduct Project Team Learning Events

Elaboration Phase

TR.010.2 Define Training Strategy

Construction Phase

TR.060 Conduct User Learning Needs Analysis

TR.070 Develop User Learning Plan

TR.080 Develop User Learningware

TR.090 Prepare User Learning Environment

TR.100.1 Conduct User Learning Events

Transition Phase

TR.100.2 Conduct User Learning Events

[TS] Transition

Elaboration Phase

TS.020.1 Define Cutover Strategy

Construction Phase

TS.020.2 Define Cutover Strategy

TS.030 Develop Installation Plan

TS.040 Design Production Support Infrastructure

Transition Phase

TS.050 Prepare Production Environment

TS.052 Implement Production Support Infrastructure

TS.054 Perform Pre-Upgrade Steps

TS.055 Upgrade Production Environment

TS.056 Perform Post-Upgrade Steps

TS.057 Revise Application Setups

TS.058 Verify Production Readiness

TS.060 Go Production

TS.070 Shut Down Legacy System

[PS] Operations and Support

Production Phase

PS.010 Audit System

PS.050 Analyze Problems

PS.060 Monitor and Respond to System Problems

PS.135 Determine Future Functional Enhancements

PS.140 Plan Enhancements