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Vendor Master Data to migrate to cloud

  • 1.  Vendor Master Data to migrate to cloud

    Posted 01-20-2021 02:22 PM
    Hi, 

    We are looking to clean up vendor data in our EBS R12 instance to prepare for migration to a new Cloud implementation. We are trying to determine what vendor data to keep (e.g. vendors that have been paid in the last 3 years). Is there any best practice recommendation regarding this?

    Thanks,
    Joyita.

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    Joyita Mallik
    Lead Systems Analyst
    WSP
    Ephrata PA
    -
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  • 2.  RE: Vendor Master Data to migrate to cloud

    Posted 01-21-2021 09:00 AM
    It depends on your business rules.

    If you haven't any business with the vendor for 3 or 4 years then it may not require to bring it in. But you should also consider history of transactions associated with the vendor. If they are required then you may have bring the vendor say for last 8 years. 


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    Balaji Kandru
    Director Oracle E-Business
    Kravet Inc.
    Bethpage NY
    (516) 293-2000
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  • 3.  RE: Vendor Master Data to migrate to cloud

    Posted 01-21-2021 07:56 PM
    Thank you, Balaji.

    Thanks,
    Joyita.

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    Joyita Mallik
    Lead Systems Analyst
    WSP
    Ephrata PA
    -
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  • 4.  RE: Vendor Master Data to migrate to cloud

    Posted 01-21-2021 10:15 AM
    This will be a function of the the other information that you will be moving to the cloud - e.g. Purchase Orders, Invoices. We decided to only move Vendors for which we had opened orders or Vendors that we have done business with in last 5 years. In addition we did massive cleanup of duplicate Vendors, Vendors with no Tax ID or DUNS. etc. prior to import.

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    Monika Lasota
    Fermilab
    Batavia IL
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  • 5.  RE: Vendor Master Data to migrate to cloud

    Posted 01-21-2021 08:01 PM
    Thank you, Monika.

    We are also cleaning up duplicate vendors using the Suppliers Report, Supplier Audit Report and some other custom reports. Can you please share what you did to identify duplicate vendors?
    Thanks,
    Joyita.

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    Joyita Mallik
    Lead Systems Analyst
    WSP
    Ephrata PA
    -
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  • 6.  RE: Vendor Master Data to migrate to cloud

    OATUG Forum Speaker
    Posted 01-22-2021 09:37 PM
    Edited by Geert Mouwen 01-25-2021 11:31 AM
    Hello Joyita,
    We might be able of help. We have a global payment application for EBS and one of the features is that you can retrieve your supplier data based on the date last 'paid'. The tool also validates the bank account details (basic validation and more advanced Accuity validation) from the vendor allowing you to do a cleanup, end-date accounts if needed and export data. It is not really build to identify duplicate suppliers, but if the bank account number is the same that could be one way of spotting duplicates.
    For Oracle Financials Cloud we offer an interfacing application that can be connected to external sources or data files to import data like suppliers, POs and Invoices from EBS, for one time or recurring data loads.

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    Geert Mouwen
    Managing Consultant Presales
    APRO Software Solutions
    Austin TX
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  • 7.  RE: Vendor Master Data to migrate to cloud

    Oracle Ace
    Posted 01-25-2021 06:35 AM
    Hi Joyita, We have a tool, 'Limelyte Entity Manager' that you can load all suppliers, customers and legal entities and we will scan for duplicates, leading/trailing spaces etc but its main purposes is to validate and check the VAT numbers are correct and runs them against the appropriate tax authority website and checks the the VAT number is correct as well as the location and address that you have compared to what is registered. You can load the data from any country however so it should be suitable for your global reach.

    Its quite staggering the number of issues we find for companies that run their data through it. happy for you to send over a sample data and we can process sit for you to see what is discovered.

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    Andrew Bohnet
    Managing Director
    Innovate Tax
    Bognor Regis
    (441) 243-
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  • 8.  RE: Vendor Master Data to migrate to cloud

    SIG Leader
    Posted 01-25-2021 12:17 PM
    Hi Joyita, 

    That is quite a huge undertaking, from what I remember!
    What we had done was to use use "Supplier Merge" standard program in R12. You can control if you want to transfer all Invoices (paid and unpaid), PO's or both from old Supplier/Site to new Supplier/site through the program parameters and it gives a complete audit summary report in the end. Identifying the right old to new vendor/site mapping was a big task though and we had to build several custom queries/ reports for that using Taxpayer id for uniqueness.  
    There is also a simpler excel-based solution from More4Apps where you can use their excel-based pre-built Supplier Wizard to identify similar-named suppliers using simple wildcard (%) searches and then easily deactivate specific supplier/sites in bulk after doing the above Supplier Merge step. Much simpler to identify the similar-named vendor list there. Plus it works as a regular day-to-day vendor maintenance spreadsheet for users (create/ update/ deactivate sites, vendors etc). 
    For long term in R12, use this Profile option "POS: Allow Suppliers with Duplicate Taxpayer ID" and set to "No" to prevent duplicate occurrences with same taxpayer id. 

    Hope that helps. Good luck, and do share your solution!
    Thanks, 
    Rachana

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    Rachana Haste
    Presales Product Strategist
    More4apps
    Hamilton
    (949) 444-6684
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  • 9.  RE: Vendor Master Data to migrate to cloud

    Posted 01-25-2021 12:33 PM
    The cleaning process was tedious and we used several tools available. However our problem was two folded - we had Suppliers data (Prospective and Spend Authorized as per Cloud terminology) in two separate and non integrated systems:


    • Vendor Audit (Standard eBS report)
    • D&B services to enhance and  the data we had in eBS (we provided them data extract adn they matched that data to what they have in Hoover database)
    • We used custom built  queries for eBS data
    • We used APEX to build an app for Suppliers to go online and update their information that was later imported to Cloud
    • SAM.gov public extract of Vendors registered in SAM



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    Monika Lasota
    Systems & Business Analytics
    Fermilab, Batavia IL
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