Oracle EBS to Fusion Migration, 10-Step Checklist

Moving from Oracle E-Business Suite to Oracle Fusion Cloud ERP is not an upgrade. It is a reimplementation. You configure Fusion rather than customise it, so EBS code, tables and forms cannot be copied across.

In this video we walk through the ten areas that decide whether an EBS to Fusion move goes well: customisation triage, scope and phasing, chart of accounts redesign, data scope, integrations on Oracle Integration, reports, security roles, testing cycles, cutover, and EBS archive and coexistence.

The full written checklist, with a data-scope table, is on the Egisedge website. Oracle's own documentation on FBDI data import and EBS coexistence is linked from our knowledge repository.

Learn more: https://egisedge.com/articles/oracle-ebs-to-fusion-migration-checklist/

#OracleFusion #OracleEBS #CloudERP

Transcript

[Scene: Presenter on camera. On-screen title: "EBS to Fusion: the 10-step checklist".]

PRESENTER: Many Oracle E-Business Suite customers are planning their move to Oracle Fusion Cloud ERP. The first thing to accept is simple. This is not an upgrade. EBS is software you run and modify. Fusion is a SaaS service that Oracle updates every quarter, and you configure it rather than customise it. So you redesign, you decide what data really needs to move, and you rebuild only what the business still needs. Here are the ten steps we use.

[Scene: Two-column graphic. Left: "Lift and shift: EBS moves to OCI, customisations kept". Right: "Move to Fusion: new setup, new data loads, new integrations, new reports".]

PRESENTER: One point on language. Lift and shift means moving EBS itself onto Oracle Cloud Infrastructure. Moving to Fusion is a reimplementation. Be clear with your board and auditors about which one you are doing.

[Scene: Chapter card, "Step 1: Triage customisations".]

PRESENTER: Step one. List every report, interface, conversion, extension and workflow. Many teams call this the RICEW list. For each item, record the owner, how often it is used and why it exists. Then put each one in a group: retire it, meet it with standard Fusion, rebuild it as an extension or integration, or rebuild it as a report.

[Scene: Spreadsheet on screen. Columns: Item, Type, Owner, Usage, Decision.]

[Scene: Chapter card, "Steps 2 and 3: Scope and chart of accounts".]

PRESENTER: Step two. Decide big bang or phased, by ledger, entity, region or module. Write the scope down and freeze it before design starts. Step three. Do not copy the EBS chart of accounts by default. Simplify segments, align with management and statutory reporting, and build a full mapping from old account combinations to the new structure. That mapping drives balance conversion and reconciliation.

[Scene: Chapter card, "Step 4: Data scope".]

PRESENTER: Step four. Decide object by object what moves. A typical finance scope loads active suppliers and customers, open invoices and receipts, opening balances with a year or two of period balances, active assets and open purchase orders. Closed history usually stays in an EBS archive. Fusion loads most of this with File-Based Data Import templates.

[Scene: Table graphic: Data area, Usually migrate, Usually archive.]

[Scene: Chapter card, "Steps 5 and 6: Integrations and reports".]

PRESENTER: Step five. Many EBS interfaces write straight to interface tables or call PL/SQL. Fusion does not allow that. Plan each interface on Oracle Integration, using the ERP Cloud adapter, REST services or file-based loads. Step six. Check the standard Fusion reports first. Rebuild ad hoc reports in OTBI and formatted outputs in Analytics Publisher. Decide early where users will look up EBS-era history.

[Scene: Chapter card, "Step 7: Security roles".]

PRESENTER: Step seven. EBS responsibilities do not map one to one to Fusion roles. Start from Oracle's predefined job roles, adjust where needed in the Security Console, and design data access by ledger and business unit. Review segregation of duties before user acceptance testing, not after.

[Scene: Chapter card, "Steps 8 and 9: Testing and cutover".]

PRESENTER: Step eight. Plan at least two or three mock data loads, each reconciled back to EBS. Then system integration testing with real interfaces, and user acceptance testing with the business. Step nine. Write an hour-by-hour cutover plan and rehearse it at least once with production-sized data.

[Scene: Timeline graphic: Mock 1, Mock 2, SIT, UAT, Dress rehearsal, Go-live.]

[Scene: Chapter card, "Step 10: Archive and coexistence".]

PRESENTER: Step ten. After go-live, keep EBS read-only for an agreed period, or move its history to a reporting store, so auditors can reach old transactions. If you move in phases, plan coexistence. Oracle publishes a reference architecture for running EBS alongside Fusion, connected through Oracle Integration.

[Scene: Chapter card, "Recap". Presenter back on camera.]

PRESENTER: So: triage customisations, fix scope, redesign the chart of accounts, agree data scope, rebuild integrations and reports, map security, test with mock loads, rehearse cutover, and plan the archive. The full checklist is on egisedge dot com. If you would like help planning your move from EBS to Fusion, email info at egisedge dot com.

[Scene: End card with egisedge.com and a link to "Oracle Fusion Financials setup walkthrough".]