Restrict

Thursday, January 17, 2019

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




Sunday, March 12, 2017

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;



Friday, May 13, 2016

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;





Wednesday, May 20, 2015

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