PROCESSIT Application Migration Guide is intended for ReadSoft or Partner consultants who are familiar with PROCESSIT, and have been trained and certified on the product. The guide describes how to migrate from ReadSoft INVOICEIT to ReadSoft PROCESSIT.
To perform tasks described in this guide, the following is assumed:
The ReadSoft INVOICEIT to PROCESSIT Application Migration enables you to migrate invoice data objects, such as URLs, invoice images, invoice data, reminders, match hold setup rules, and invoice activity history from the INVOICEIT schema tables to the PROCESSIT schema tables. Within the PROCESSIT Migration Utility program, you can select to view the migration log, which provides allows you to view and track all of the objects that have been migrated.
The migration begins with installing the PROCESSIT Migration Utility into any Microsoft Windows workstation. The next steps involves running the migration utility from your Microsoft Windows Start Menu, and verifying that the proper INVOICEIT 3.x database connection information is available in the data source area of the screen (on the left side), and that the PROCESSIT database connection information is available on the target area of the screen (on the right side).
As the final step, you'll run the migration utility. Once completed, you may use the Search function within the PROCESSIT application to search and display migrated invoices.
As in situations where application data is being migrated to another application, the workflow processes that are already in-flight can pose significant concern. As such, careful consideration should be given to the approach and impact of the application migration if there are active workflows.
In any environment, it is possible to have active long-running workflow processes that require human interaction that need to be considered. For example, suppose that you have an invoice approval workflow that requires several levels of approval due to the amount involved and takes several days for all respective approvers to respond. As such, this is an example of an active long-running workflow.
Active long-running workflows can impact your application migration approach, coordination, and timeline for upgrading to PROCESSIT. You should consider the most optimal approach to upgrading based upon what best suits your organization's timing, personnel, and overall objectives.
In essence, there are two viable options to consider to assist with this transition, which include:
Complete processing of all active workflows successfully within INVOICEIT before migrating them to PROCESSIT, then discontinuing to use INVOICEIT, and starting any new invoice processing activity with the new PROCESSIT environment.
If you are upgrading to PROCESSIT in conjunction to an Oracle E-Business Suite R12 upgrade or if Oracle E-Business Suite R12 is already implemented, this is the preferred and recommended option.
Implement PROCESSIT as a parallel environment to your existing INVOICEIT implementation, begin any new invoice processing activity within PROCESSIT, complete processing of previous invoices already in-flight within INVOICEIT to a successful completion, migrate those invoices to PROCESSIT, discontinue the use of INVOICEIT, and begin using PROCESSIT for all invoice processing activity.
If you are upgrading to PROCESSIT while still running Oracle E-Business Suite 11i, you may proceed with either migration option. Although Option 1 is still the recommended approach.
The migration utility is looking for an invoice status of FLOW_COMPLETED in order to migrate the invoice data from INVOICEIT to PROCESSIT. Therefore, only invoices that have been completed through workflow will be migrated to PROCESSIT. The migration utility can be run multiple times, to enable invoice flows that could not be migrated originally because they were not completed, to be migrated at a later time.
Before you begin the migration process, these requirements must be met:
To migrate applications from INVOICEIT to PROCESSIT, you must install the migration utility:
Accessing the installed migration utility can be done via the Windows Start Menu:
The migration utility transfers invoice records from tables xxit3_invoices and xit3_invoice_lines in the INVOICEIT database, to tables d4_invoices and d4_invoice_lines in the PROCESSIT database.
If required, the migration utility can be run multiple times until all invoices residing in INVOICEIT are migrated to PROCESSIT.
Only invoices that were imported into Oracle Accounts Payable are migrated to PROCESSIT.
If the invoice images were stored in the INVOICEIT database (i.e. not in an external archive), the invoice images are transferred from the xxit3_interface table in INVOICEIT to the d4_archive table in PROCESSIT.
If invoice images were stored in an external archive, the URL pointer to those images is migrated to PROCESSIT for access to the images.
If Oracle E-Business Suite is upgraded from release 11i to R12 (as opposed to re-implemented), and the historical 11i invoice records exist in the R12 environment with identical AP invoice IDs, then the migration utility updates the image attachment URL to the invoices in AP. This ensures that invoice images are available from the Invoice Workbench in Oracle Payables as well.
The migration utility transfers all relevant and comparable configuration options from INVOICEIT to PROCESSIT.
For configuration options without a one-for-one match between INVOICEIT and PROCESSIT features, and that which is available in PROCESSIT, you must perform the configuration using PROCESSIT Configuration Manager.
Once migration is complete, you can search for and view the migrated invoices via PROCESSIT Search. The status processed is applied to invoices that were migrated from INVOICEIT to PROCESSIT.
Use the search criteria field Status to search for all invoices with the status Processed.