Step2: Logical conversion by adjusting data using DUE

In the Companies (ttaad1100m000) session, the companies that are connected to the new Service Pack / Feature Pack Package combination have the status "Upgrade Needed".

Before you use the new Feature Pack, you must complete several required tasks. You must perform these tasks in each Feature Pack upgrade.

Caution: 
If you use table sharing, you must adjust the table sharing first with the Table Sharing Modeler before running the Data Upgrade Engine. We recommend that you manually update the table sharing and not use the automatic update. Otherwise, the resulting table sharing can be incomplete.

See the Infor LN User Guide for Table Sharing

To convert the companies:

  1. Start the Data Upgrade Runs (ttspt2500m000) session. A new run is shown. This run is generated by the installation of the Feature Pack, or during the move of your companies to the new Package Combination.
    To initialize and run the Data Upgrade Run:
    • Select Specific > Initialize Data Upgrade Run. Ensure that the Source Feature Pack is the number of the previous Feature Pack that was installed in your environment. If not, update Source Feature Pack to the previous Feature Pack that was installed.

      When you initialized an upgrade run for the incorrect Source Feature Pack (SFP), you can change the SFP for all upgrade tasks. Go to the Data Upgrade Task (ttspt2520m000) session. Select Specific > Global Change Source Feature Pack. Change the SFP before starting the upgrade run from Data Upgrade Runs (ttspt2500m000).

    • Optionally fine tune the Data Upgrade Run. For example you can move Companies to another Run or change the Runtime Classes of Data Upgrade Tasks.
    • Select Specific > Data Upgrade Engine. Optionally you can run a Simulation first.

    For more information about the Data Upgrade Engine, see the online help.

  2. Initialize new integration mapping scheme master data and reconciliation master data, and deactivate obsolete master data. Only changes are made active. Existing data is not overwritten.
    • Initialize Mapping Scheme Data (tcfin0210m000) session. By default, the options that are applicable to your environment are selected. Clear options only if they are not used in your enterprise setup.

    Note that from Service Pack 1 onwards, the Manual Sales ledger account must be a FAM disposal account.

  3. From Mapping Scheme tfgld4573m000 session, copy the mapping scheme to the new mapping scheme version.
    1. Start the Mapping Scheme (tfgld4573m000) session.
    2. Click Specific > Find Active Mapping scheme.
    3. Click Specific > Copy to New Mapping Scheme Version and confirm Copy.
      Ensure the copied Mapping Scheme is visible in the session.
    4. Click Specific > Check Mapping Scheme.
    5. Check the errors and warnings tab, and resolve any errors.
    6. Click Specific > Activate Mapping Scheme.
  4. In FP2, the business partner tax country is added to the order lines. Only approved tax codes must be used. Therefore, we recommend that you check these sessions that contain the data used for tax defaulting:
    • General Company Data (tccom0502m000): specify the tax ID of your own company.
    • Tax Parameters (tctax0100m000): Check the search order of tax libraries.
    • Tax codes by Country (tcmcs0536m000): Check whether the tax codes are approved.
    • Tax Handling (tctax0138m000): Check whether enough default Tax Codes are present; you might not be able to enter order lines any other way.
    • Tax Numbers by Business Partner (tctax4100m000): Check whether a tax number is present for the business partners in another EU country. Note that the country used in this session is used for the defaulting of the business partner tax country of order lines.
    • To resolve issues with the new tax model, use these sessions:
      • Tax Exceptions by Country (tctax1100m000), and Tax Exceptions by Country Set (tctax1101m000): To create exceptions in the tax defaulting scenarios, use these sessions.
      • Test Tax Model (tctax8100m000): To simulate the tax scenarios used for tax defaulting, use this session.
      • Unless used in your situation, for updates from SP0 to SP1, run the Generate Order planning (cprrp1210m000) session with a full range for all scenarios.