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Migration from e sourcing 5.1 to e sourcing 7.0

Former Member
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Hi experts

We are working on migration from e sourcing5.1/ CLM2.0 to E sourcing7/ CLM 7. I have a few doubts that I would like to clarify:

1. While migration, how do we ensure migration of sourcing events i.e. RFx, auctions, Projects etc .

2. How does migration of master agreement and contract documents takes place? I have seen the contract upload workbooks but they do not seem to cover all areas for e.g.

document links in master agreements, Collaborator roles etc.

Kindly help me understand these basic issues

Regards

Shobha

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi,

My repIy above is related to the one earlier versions..

if you are in veriosn 7.0, the blogs below should help :

/people/robert.stevenson/blog/2011/04/18/building-a-clm-contract-repository-part-2-of-2

/people/robert.stevenson/blog/2011/01/24/an-overview-of-the-clm-contract-load-tools

Kind Regards,

Anacia

Answers (1)

Answers (1)

Former Member
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Hi Shibha,

1. While migration, how do we ensure migration of sourcing events i.e. RFx, auctions, Projects etc .

Do you mean dat migration?

if yes , Project data could be migrated by using Project Importer ( csv file containg project data to be prepared and imported into esourcing 7.0)

RFX, Auction data : no imported tool is forseeen ( to be confirmed by SAP)

2. How does migration of master agreement and contract documents takes place? I have seen the contract upload workbooks but they do not seem to cover all areas for e.g.

document links in master agreements, Collaborator roles etc.

Basically, all needed areas is covered by the contract upload worrkbook.

Here the header of contract upload workbook :

UNIQUE_DOC_NAME STATUS DISPLAY_NAME DOCUMENT_DESCRIPTION ContractIdR3

DOC_TYPE COMPANY BUSINESS_UNIT LOCATION CURRENCY

LinkTo EFFECTIVE_DATE RENEWAL_REMINDER PERPETUAL_TERM EXPIRATION_DATE

AUTO_RENEWAL BUYER_SEARCHABLE VENDOR_VISIBLE DATE_TO_PUBLISH

SAPPORG SAPOADOCTYPE SAPSENTTOSAP ContractOwning ContractApplicable

FinalClientEntity FinalClientDept ContractDrivers BASE_DATE

VENDOR CONTACT VendorIdR3 INT_CAT VENDOR_ACCT_NUM

ExternalDexiaClientN RelatedSuppliers TotalContractAmount

CurrentYearlyAmount SpecificIndexTerms CommentsOnIndexes

SpecificRebates SpecificPenalties PeriodicityInvoice

CommentsAndSearchTerms QualityCheck EVALUATION_CRITERIA

LDEntity LDOwnerResponsible LDInterventionDate

ExternalOpinion LDDescription LDStatus TreatsDamagesRisks

OpportunitiesPotentialGain ProposedActionDeadlines

Closed ChangeOfControl CommentsOnChangeOfControl

Confidentiality

ExclNoncompete RestricOnAssign GoverningLaw CALC_METHOD

DELIVERY_TERM_1

DOC_OWNER_USER COLLABORATOR_1 COLLABORATOR_2 COLLABORATOR_3

GROUP_1

GROUP_2 GROUP_3

Regards

Anacia

Former Member
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Hi Anacia

Thanks for your reply!

I couldn't found project importer csv file. Any you plz help me locate the same.

As far as RFx and auctions are concerned, is there so solution to migrate these events? This has been a long standing query we keep getting from customers

For master agreements, I understand all the required fields are covered. But lets say I want to import all the document links associated with a master agreement. I don't think there is any way that could be achieved.

Regards

Shobha