Chapter 4   Completing the Upgrade


After the you migrate data from BuyerXpert 3.x to BuyerXpert 4.x with the Upgrade utility, you must complete the following manual data migration tasks before deploying the staging system:

• Change user passwords

• Configure the iPlanet Process Manager

• Protect secure information, such as credit card information

• Set catalog and catalog view permissions

• Configure new BuyerXpert business rules

• Migrate user customizations lost in the upgrade process

Changing User Passwords

The Upgrade utility does not migrate user passwords. All user password are reset to iPlanet. For security reasons, all users must immediately change their passwords.

Configuring the Process Manager

In order to view the approver matrix and the approval log data, you must configure the Process Manager. See the BuyerXpert Installation Guide for instructions about how to configure the Process Manager.

Protecting Secure Information

During data migration, the Upgrade utility decrypts credit card information and stores it in the import files. This information is re-encrypted when it is imported into BuyerXpert 4.x. For security reasons, the import file containing this sensitive information is overwritten after import.

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Note	This overwrite is done by the Upgrade utility and does not occur if you import this information using the Import utility. You may want to do a manual audit on the cci_time-date-stamp.imp file to ensure that this file was correctly overwritten.

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Migrating Pending Orders

Orders that were pending approval at the data migration time are migrated as drafts. The purchase order number appears with "upgrade_" before the number. These orders need to be resubmitted through the approval process.

Setting Catalog Views and Permissions

Permissions for catalogs and catalog views are not migrated. Refer to the BuyerXpert Administrator's Guide for instructions on how to set up this information.

Configuring New Business Rules

The Upgrade utility migrates all business rules that existed in BuyerXpert 3.x and have a corresponding business rule and role in BuyerXpert 4.x. However, the Upgrade utility cannot populate the new BuyerXpert 4.x business rules. You must configure these rules before deploying the staging system.

The reasons for less than a 100% automated business rule migration are:

• New rule functionality exists in BuyerXpert 4.x and there were no corresponding rules in BuyerXpert 3.x.

• No corresponding role in BuyerXpert 4.x exists for a voter in BuyerXpert 3.x.

The following tables list all of the BuyerXpert 3.x rules and voters and indicate whether or not they are migrated by the Upgrade utility.

Table 4-1 lists the BuyerXpert 3.x rule name and voter type, and whether or not it is migrated by the Upgrade utility.

Table 4-1    BuyerXpert 3.x Rules Migration Status  (1 of 11)

BuyerXpert 3.x Rule Name	BuyerXpert 3.x Rule Voter Type	Migrated?
ACCOUNTING_CODE_SEG (1-99)	BILL_TO_LOCATION	No
ACCOUNTING_CODE_SEG (1-99)	BUYER_COMPANY	Yes
ACCOUNTING_CODE_SEG (1-99)	PRICELIST	No
ACCOUNTING_CODE_SEG (1-99)	PRODUCT	No
ACCOUNTING_CODE_SEG (1-99)	SELLER_COMPANY	No
ACCOUNTING_CODE_SEG (1-99)	USER_CREATED_FOR	Yes
ACCTG_CODE_DELIMITER	BUYER_COMPANY	No
COMMODITY_CODE_SEG (1-99)	BILL_TO_LOCATION	No
COMMODITY_CODE_SEG (1-99)	BUYER_COMPANY	Yes
COMMODITY_CODE_SEG (1-99)	PRICELIST	No
COMMODITY_CODE_SEG (1-99)	PRODUCT	No
COMMODITY_CODE_SEG (1-99)	SELLER_COMPANY	No
COMMODITY_CODE_SEG (1-99)	USER_CREATED_FOR	Yes
DISPLAY_CURRENCY	BUYER_COMPANY	Yes
DISPLAY_CURRENCY	USER_CURRENT	Yes
ORDER_ XFER_VIA_ECX	BUYER_COMPANY	No
ORDER_ XFER_VIA_ECX	SELLER_COMPANY	No
USER_DISPLAY_CURRENCY	BUYER_COMPANY	No
USER_DISPLAY_CURRENCY	USER_CURRENT	No
XMIT_DOCUMENT_FORMAT	BILL_TO_LOCATION	No
XMIT_DOCUMENT_FORMAT	BUYER_COMPANY	Yes
XMIT_DOCUMENT_FORMAT	SELLER_COMPANY	Yes
XMIT_DOCUMENT_FORMAT	USER_CREATED_FOR	Yes
XMIT_DOCUMENT_TYPE	BILL_TO_LOCATION	No
XMIT_DOCUMENT_TYPE	BUYER_COMPANY	Yes
XMIT_DOCUMENT_TYPE	SELLER_COMPANY	Yes
XMIT_DOCUMENT_TYPE	USER_CREATED_FOR	Yes
XMIT_DOCUMENT_VERSION	BILL_TO_LOCATION	No
XMIT_DOCUMENT_VERSION	BUYER_COMPANY	Yes
XMIT_DOCUMENT_VERSION	SELLER_COMPANY	Yes
XMIT_DOCUMENT_VERSION	USER_CREATED_FOR	Yes
XMIT_FUNCTIONAL_GROUP_ID	BILL_TO_LOCATION	No
XMIT_FUNCTIONAL_GROUP_ID	BUYER_COMPANY	No
XMIT_FUNCTIONAL_GROUP_ID	SELLER_COMPANY	No
XMIT_FUNCTIONAL_GROUP_ID	USER_CREATED_FOR	No
XMIT_MESSAGE_RELEASE_NO	BILL_TO_LOCATION	No
XMIT_MESSAGE_RELEASE_NO	BUYER_COMPANY	No
XMIT_MESSAGE_RELEASE_NO	SELLER_COMPANY	No
XMIT_MESSAGE_RELEASE_NO	USER_CREATED_FOR	No
XMIT_OTHER_FIELD	BILL_TO_LOCATION	No
XMIT_OTHER_FIELD	BUYER_COMPANY	No
XMIT_OTHER_FIELD	SELLER_COMPANY	No
XMIT_OTHER_FIELD	USER_CREATED_FOR	No
XMIT_RECEIVER_APP	BILL_TO_LOCATION	No
XMIT_RECEIVER_APP	BUYER_COMPANY	Yes
XMIT_RECEIVER_APP	SELLER_COMPANY	Yes
XMIT_RECEIVER_APP	USER_CREATED_FOR	Yes
XMIT_RECEIVER_APP_QUALIFIER	BILL_TO_LOCATION	No
XMIT_RECEIVER_APP_QUALIFIER	BUYER_COMPANY	Yes
XMIT_RECEIVER_APP_QUALIFIER	SELLER_COMPANY	Yes
XMIT_RECEIVER_APP_QUALIFIER	USER_CREATED_FOR	Yes
XMIT_RECEIVER_ID	BILL_TO_LOCATION	No
XMIT_RECEIVER_ID	BUYER_COMPANY	Yes
XMIT_RECEIVER_ID	SELLER_COMPANY	Yes
XMIT_RECEIVER_ID	USER_CREATED_FOR	Yes
XMIT_RECEIVER_ID_QUALIFIER	BILL_TO_LOCATION	No
XMIT_RECEIVER_ID_QUALIFIER	BUYER_COMPANY	Yes
XMIT_RECEIVER_ID_QUALIFIER	SELLER_COMPANY	Yes
XMIT_RECEIVER_ID_QUALIFIER	USER_CREATED_FOR	Yes
XMIT_SENDER_APP	BILL_TO_LOCATION	No
XMIT_SENDER_APP	BUYER_COMPANY	Yes
XMIT_SENDER_APP	SELLER_COMPANY	Yes
XMIT_SENDER_APP	USER_CREATED_FOR	Yes
XMIT_SENDER_APP_QUALIFIER	BILL_TO_LOCATION	No
XMIT_SENDER_APP_QUALIFIER	BUYER_COMPANY	Yes
XMIT_SENDER_APP_QUALIFIER	SELLER_COMPANY	Yes
XMIT_SENDER_APP_QUALIFIER	USER_CREATED_FOR	Yes
XMIT_SENDER_ID	BILL_TO_LOCATION	No
XMIT_SENDER_ID	BUYER_COMPANY	Yes
XMIT_SENDER_ID	SELLER_COMPANY	Yes
XMIT_SENDER_ID	USER_CREATED_FOR	Yes
XMIT_SENDER_ID_QUALIFIER	BILL_TO_LOCATION	No
XMIT_SENDER_ID_QUALIFIER	BUYER_COMPANY	Yes
XMIT_SENDER_ID_QUALIFIER	SELLER_COMPANY	Yes
XMIT_SENDER_ID _QUALIFIER	USER_CREATED_FOR	Yes
INVENTORY_MGMT_MODEL	BUYER_COMPANY	No
INVENTORY_MGMT_MODEL	PRODUCT	No
INVENTORY_MGMT_MODEL	SELLER_COMPANY	No
INVENTORY_UOM	PRODUCT	No
INVENTORY_UOM	SELLER_COMPANY	No
INVENTORY_UOM_DIM	PRODUCT	No
INVENTORY_UOM_DIM	SELLER_COMPANY	No
INVENTORY_UOM_WEIGHT	PRODUCT	No
INVENTORY_UOM_WEIGHT	SELLER_COMPANY	No
PROD_AVAIL_MODEL	BUYER_COMPANY	No
PROD_AVAIL_MODEL	PRODUCT	No
PROD_AVAIL_MODEL	SELLER_COMPANY	No
PROD_AVAIL_MODEL	SHIP_FROM_LOCATION	No
APPROVAL_LIMIT	USER_GROUP	Yes
APPROVAL_LIMIT_CURRENCY	USER_GROUP	Yes
DEFAULT_SELLER_COMPANY	BUYER_COMPANY	No
DEFAULT_SELLER_COMPANY	USER_CREATED_FOR	No
HOME_PAGE	BUYER_COMPANY	No
HOME_PAGE	USER_CURRENT	No
PO_NUMBER_LENGTH	BILL_TO_LOCATION	No
PO_NUMBER_LENGTH	BUYER_COMPANY	Yes
PO_NUMBER_PREFIX	BILL_TO_LOCATION	No
PO_NUMBER_PREFIX	BUYER_COMPANY	Yes
REQ_NUMBER_LENGTH	BILL_TO_LOCATION	No
REQ_NUMBER_LENGTH	BUYER_COMPANY	Yes
REQ_NUMBER_PREFIX	BILL_TO_LOCATION	No
REQ_NUMBER_PREFIX	BUYER_COMPANY	Yes
ROUNDING_METHOD	BUYER_COMPANY	No
BILL_TO_LOCATION	BUYER_COMPANY	Yes
BILL_TO_LOCATION	SELLER_COMPANY	Yes
BILL_TO_LOCATION	USER_CREATED_FOR	Yes
DEFAULT_CONTACT_BILLTO	BILL_TO_LOCATION	No
DEFAULT_CONTACT_BILLTO	BUYER_COMPANY	Yes
DEFAULT_CONTACT_BILLTO	SELLER_COMPANY	Yes
DEFAULT_CONTACT_PAYTO	PAY_TO_LOCATION	Yes
DEFAULT_CONTACT_PAYTO	SELLER_COMPANY	Yes
PAY_TO_LOCATION	SELLER_COMPANY	Yes
PAYMENT_METHOD	BUYER_COMPANY	Yes
PAYMENT_METHOD	SELLER_COMPANY	Yes
PAYMENT_METHOD	USER_CREATED_FOR	Yes
PAYMENT_METHOD_MODEL	BUYER_COMPANY	No
PAYMENT_METHOD_MODEL	SELLER_COMPANY	No
PAYMENT_METHOD_MODEL	USER_CREATED_FOR	No
PAYMENT_TERMS_ID	BILL_TO_LOCATION	Yes
PAYMENT_TERMS_ID	BUYER_COMPANY	Yes
PAYMENT_TERMS_ID	SELLER_COMPANY	Yes
PAYMENT_TERMS_MODEL	BILL_TO_LOCATION	No
PAYMENT_TERMS_MODEL	BUYER_COMPANY	No
PAYMENT_TERMS_MODEL	SELLER_COMPANY	No
COMMON_CURRENCY	BILL_TO_LOCATION	No
COMMON_CURRENCY	BUYER_COMPANY	Yes
COMMON_CURRENCY	SELLER_COMPANY	No
COMMON_CURRENCY	USER_CREATED_FOR	Yes
COMMON_UNIT_OF_MEASURE	PRICELIST	No
COMMON_UNIT_OF_MEASURE	SELLER_COMPANY	No
COMMON_UNIT_OF_MEASURE_PRECISION	PRICELIST	No
COMMON_UNIT_OF_MEASURE_PRECISION	SELLER_COMPANY	No
CONVERTED_PRICE_PER_UNIT_PRECISION	BUYER_COMPANY	No
CONVERTED_PRICE_PER_UNIT_PRECISION	SELLER_COMPANY	No
CONVERTED_PRICE_PER_UNIT_PRECISION	USER_CURRENT	No
CURRENCY_CONVERSION_MODEL	BUYER_COMPANY	No
CURRENCY_CONVERSION_MODEL	USER_CURRENT	No
CURRENCY_CONVERSION_TABLE_ID	BILL_TO_LOCATION	No
CURRENCY_CONVERSION_TABLE_ID	BUYER_COMPANY	Yes
CURRENCY_CONVERSION_TABLE_ID	SELLER_COMPANY	Yes
MAX_DISCOUNT	BILL_TO_LOCATION	No
MAX_DISCOUNT	BUYER_COMPANY	Yes
MAX_DISCOUNT	SELLER_COMPANY	Yes
MAX_MARKUP	BILL_TO_LOCATION	No
MAX_MARKUP	BUYER_COMPANY	Yes
MAX_MARKUP	SELLER_COMPANY	Yes
PRICE_COLUMN_LOWEST_CHOICE	BUYER_COMPANY	Yes
PRICE_COLUMN_LOWEST_CHOICE	PRICELIST	No
PRICE_COLUMN_LOWEST_CHOICE	SELLER_COMPANY	Yes
PRICE_PER_UNIT_PRECISION	BUYER_COMPANY	No
PRICE_PER_UNIT_PRECISION	PRICELIST	No
PRICE_PER_UNIT_PRECISION	PRODUCT	No
PRICE_PER_UNIT_PRECISION	SELLER_COMPANY	No
PRICELIST	PRICE_LIST_PRODUCT	No
PRICELIST	SELLER_COMPANY	Yes
PRICELIST_COLUMN_LOOKUP	PRICE_LIST_PRODUCT	No
PRICELIST_COLUMN_LOOKUP	SELLER_COMPANY	Yes
PRICELIST_DEFAULT_COLUMN	SELLER_COMPANY	Yes
PRICELIST_DISCOUNT_MARKUP	SELLER_COMPANY	Yes
PRICING_ADJUSTMENT_SINGLE_RELATIONSHIP	PRICE_ADJS_PRODUCT	No
PRICING_ADJUSTMENT_SINGLE_RELATIONSHIP	PRICELIST	Yes
PRICING_ADJUSTMENT_SINGLE_RELATIONSHIP	PRODUCT	No
PRICING_ADJUSTMENT_SINGLE_RELATIONSHIP	SELLER_COMPANY	Yes
PRICING_ADJUSTMENT_SINGLE_RELATIONSHIP	SHIP_FROM_LOCATION	No
PRICING_ADJUSTMENT_SINGLE_RELATIONSHIP	SHIP_FROM_STATE	No
PROD_PRICING_MODEL	BILL_TO_LOCATION	No
PROD_PRICING_MODEL	BUYER_COMPANY	Yes
PROD_PRICING_MODEL	SELLER_COMPANY	Yes
PROD_PRICE_SELECTION	BUYER_COMPANY	No
PROD_PRICE_SELECTION	PRODUCT	No
PROD_PRICE_SELECTION	SELLER_COMPANY	No
REQUESTED_UNIT_OF_MEASURE	PRICELIST	No
REQUESTED_UNIT_OF_MEASURE	PRODUCT	No
REQUESTED_UNIT_OF_MEASURE	SELLER_COMPANY	No
MAX_WEIGHT_PRECISION	BUYER_COMPANY	No
MAX_WEIGHT_PRECISION	PRODUCT	No
MAX_WEIGHT_PRECISION	SELLER_COMPANY	Yes
PRODUCT_CATALOGS	BUYER_COMPANY	No
PRODUCT_CATALOGS	USER_CREATED_FOR	No
QUANTITY_PRECISION	BUYER_COMPANY	No
QUANTITY_PRECISION	PRODUCT	No
QUANTITY_PRECISION	SELLER_COMPANY	Yes
UNIT_CONVERSION_TABLE_ID	PRICELIST	No
UNIT_CONVERSION_TABLE_ID	PRODUCT	No
UNIT_CONVERSION_TABLE_ID	SELLER_COMPANY	No
UNIT_CONVERSION_TABLE_ID	UNIT_CONV_PRODUCT	No
GENERATE_1099	SELLER_COMPANY	No
MINORITY_VENDOR	SELLER_COMPANY	No
PARENT_COMPANY	SELLER_COMPANY	No
UNIT_CLASS	UNITCONV	No
ALLOW_CERT_LOGIN	BUYER_COMPANY	No
ALLOW_CERT_LOGIN	SELLER_COMPANY	No
ALLOW_CERT_LOGIN	USER_CURRENT	No
ALLOW_PASSWORD_LOGIN	BUYER_COMPANY	Yes
ALLOW_PASSWORD_LOGIN	SELLER_COMPANY	Yes
ALLOW_PASSWORD_LOGIN	USER_CURRENT	Yes
ALLOW_SELF_REGISTRATION	BUYER_COMPANY	No
ALLOW_SELF_REGISTRATION	SELLER_COMPANY	No
COMMON_UNIT_OF_WEIGHT	PRICELIST	No
COMMON_UNIT_OF_WEIGHT	SELLER_COMPANY	No
COMMON_UNIT_OF_WEIGHT_PRECISION	PRICELIST	No
COMMON_UNIT_OF_WEIGHT_PRECISION	SELLER_COMPANY	No
DEFAULT_CONTACT_SHIPFROM	SELLER_COMPANY	Yes
DEFAULT_CONTACT_SHIPFROM	SHIP_FROM_LOCATION	Yes
DEFAULT_CONTACT_SHIPTO	BUYER_COMPANY	Yes
DEFAULT_CONTACT_SHIPTO	SELLER_COMPANY	No
DEFAULT_CONTACT_SHIPTO	SHIP_TO_LOCATION	Yes
ESTIMATED_SHIP_DATE_CUTOFF_TIME	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_CUTOFF_TIME	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_CUTOFF_TIME	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_FRI	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_FRI	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_FRI	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_MODEL	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_MODEL	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_MODEL	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_MON	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_MON	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_MON	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_OFFSET	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_OFFSET	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_OFFSET	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_SAT	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_SAT	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_SAT	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_SUN	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_SUN	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_SUN	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_THU	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_THU	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_THU	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_TUE	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_TUE	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_TUE	SHIP_FROM_LOCATION	No
ESTIMATED_SHIP_DATE_WED	BUYER_COMPANY	No
ESTIMATED_SHIP_DATE_WED	SELLER_COMPANY	No
ESTIMATED_SHIP_DATE_WED	SHIP_FROM_LOCATION	No
FREIGHT_TERMS_ID	BUYER_COMPANY	Yes
FREIGHT_TERMS_ID	SELLER_COMPANY	Yes
FREIGHT_TERMS_ID	SHIPPING_METHOD	Yes
FREIGHT_TERMS_MODEL	BILL_TO_LOCATION	No
FREIGHT_TERMS_MODEL	BUYER_COMPANY	No
FREIGHT_TERMS_MODEL	SELLER_COMPANY	No
FREIGHT_TERMS_MODEL	SHIPPING_METHOD	No
ORDER_SPLIT_ALLOWED	BILL_TO_LOCATION	No
ORDER_SPLIT_ALLOWED	BUYER_COMPANY	No
ORDER_SPLIT_ALLOWED	SELLER_COMPANY	No
ORDER_SPLIT_MODEL	BILL_TO_LOCATION	No
ORDER_SPLIT_MODEL	BUYER_COMPANY	No
ORDER_SPLIT_MODEL	SELLER_COMPANY	No
SHIP_FROM_LOCATION	PRODUCT	No
SHIP_FROM_LOCATION	SELLER_COMPANY	Yes
SHIP_TO_LOCATION	BILL_TO_LOCATION	No
SHIP_TO_LOCATION	BUYER_COMPANY	Yes
SHIP_TO_LOCATION	SELLER_COMPANY	No
SHIP_TO_LOCATION	USER_CREATED_FOR	Yes
SHIPPING_CHARGE	SELLER_COMPANY	Yes
SHIPPING_CHARGE_MODEL	BUYER_COMPANY	No
SHIPPING_CHARGE_MODEL	SELLER_COMPANY	No
SHIPPING_CHARGE_MODEL	SHIP_FROM_LOCATION	No
SHIPPING_CHARGE_MODEL	SHIP_FROM_STATE	No
SHIPPING_LOCATION_TABLE_ID	SELLER_COMPANY	No
SHIPPING_LOCATION_TABLE_ID	SHIP_FROM_LOCATION	No
SHIPPING_METHOD	BUYER_COMPANY	Yes
SHIPPING_METHOD	SELLER_COMPANY	Yes
SHIPPING_METHOD	SHIP_TO_LOCATION	Yes
SHIPPING_METHOD_MODEL	BILL_TO_LOCATION	No
SHIPPING_METHOD_MODEL	BUYER_COMPANY	No
SHIPPING_METHOD_MODEL	SELLER_COMPANY	No
SHIPPING_POINT_SELECTION_MODEL	BUYER_COMPANY	No
SHIPPING_POINT_SELECTION_MODEL	PRODUCT	No
SHIPPING_POINT_SELECTION_MODEL	SELLER_COMPANY	No
SHIPPING_POINT_SELECTION_MODEL	SHIP_TO_LOCATION	No
SHIPPING_POINT_SELECTION_MODEL	SHIP_TO_STATE	No
CUSTOMER_TAX_CERTIFICATE_ID	BILL_TO_LOCATION	No
CUSTOMER_TAX_CERTIFICATE_ID	BUYER_COMPANY	Yes
CUSTOMER_TAX_CERTIFICATE_ID	SELLER_COMPANY	Yes
CUSTOMER_TAX_CERTIFICATE_ID	SHIP_TO_LOCATION	Yes
CUSTOMER_TAX_CERTIFICATE_ID	USER_CREATED_FOR	Yes
CUSTOMER_TAXABILITY	BILL_TO_LOCATION	No
CUSTOMER_TAXABILITY	BUYER_COMPANY	Yes
CUSTOMER_TAXABILITY	SELLER_COMPANY	Yes
CUSTOMER_TAXABILITY	SHIP_TO_LOCATION	Yes
CUSTOMER_TAXABILITY	USER_CREATED_FOR	Yes
PRODUCT_TAXABILITY	BUYER_COMPANY	Yes
PRODUCT_TAXABILITY	PRICELIST	No
PRODUCT_TAXABILITY	PRODUCT	No
PRODUCT_TAXABILITY	SELLER_COMPANY	Yes
TAX_ADJUSTMENT_ID	BUYER_COMPANY	Yes
TAX_ADJUSTMENT_ID	SELLER_COMPANY	Yes
TAX_ADJUSTMENT_ID	SHIP_TO_STATE	No
TAX_ADJUSTMENT_ID	TAX_PRODUCT_GROUP	No
TAX_ADJUSTMENT_MODEL	BUYER_COMPANY	Yes
TAX_ADJUSTMENT_MODEL	SELLER_COMPANY	Yes
TAX_ADJUSTMENT_MODEL	SHIP_TO_STATE	No
ESCALATION_MODEL	BUYER_COMPANY	Yes
ESCALATION_MODEL	USER_CURRENT	Yes
INVISIBLE_EMAIL_DELEGATOR	BUYER_COMPANY	No
INVISIBLE_EMAIL_DELEGATOR	USER_CURRENT	No
INVISIBLE_EMAIL_POOL	BUYER_COMPANY	No
INVISIBLE_EMAIL_POOL	USER_CURRENT	No
INVISIBLE_INBOX_DELEGATOR	BUYER_COMPANY	No
INVISIBLE_INBOX_DELEGATOR	USER_CURRENT	No
INVISIBLE_INBOX_POOL	BUYER_COMPANY	No
INVISIBLE_INBOX_POOL	USER_CURRENT	No
REMINDER_INTERVAL_MINUTES	BUYER_COMPANY	Yes
REMINDER_INTERVAL_MINUTES	USER_CURRENT	Yes
REMINDER_LIMIT	BUYER_COMPANY	Yes
REMINDER_LIMIT	USER_CURRENT	Yes
REMINDER_USE_CALENDAR	BUYER_COMPANY	Yes
REMINDER_USE_CALENDAR	USER_CURRENT	Yes
WORKFLOW_PURCHASE_APPROVAL_PROCESS	BUYER_COMPANY	No
WORKFLOW_PURCHASE_APPROVAL_PROCESS	ORGANIZATION_UNIT	No
WORKFLOW_PURCHASE_APPROVAL_PROCESS	USER_CURRENT	No

Table 4-2 lists the new BuyerXpert 4.x rules that are not populated by the Upgrade utility during the automated data migration. You must configure these rules before deploying your staging system.

Table 4-2    BuyerXpert 4.x Rules Not Populated by the Upgrade Utility 

BuyerXpert 4.1 Rule Name	Populated by the Upgrade Utility?
Accounting Code Rules
ACCNT_CODE_EXTAPI_SERVER	No
Additional Information Rules
LINE_ITEM_ADDITION_INFO_STRUCT	No
Approval Rules
APPROVAL_LIMIT	No
APP_MATRIX_TYPES	No
CAN_DELETE_APPROVER	No
CAN_ESCALATE_APPROVER	No
CAN_RECEIVE_EMAIL_NOTIFICATION	No
ESCALATION_MODEL	No
PURCHASE_APPROVAL_PROCESS_ DEFAULT	No
REMINDER	No
Commodity Code Rules
COMMODITY_CODE_MODEL	No
COMMODITY_CODE_EXTAPI_SERVER	No
COMMODITY_CODE_MAP_MODEL	No
COMMODITY_CODE_MAP_EXTAPI_SERVER	No
Company Rules
SELLER_COMPANIES	No
Contract Rules
CONTRACT_DEFAULT	No
CONTRACT_LIST	No
CONTRACT_ADMIN	No
Currency Rules
CURRENCY_RATE_FREEZE_MODEL	No
DISPLAY_CURRENCY_PRECISION	No
Discount Charge Rules
GROUP_ADJUSTMENTS	No
LINE_ADJUSTMENTS	No
MAX_ADJ_LIMIT	No
Invoice Matching Rules
INVOICE_MATCHING_ALGORITHM	No
ALLOWED_TO_PAY_INVOICE	No
PAYMENT_VOUCHER_CURRENCY	No
INVOICING_USER	No
Locale Rules
PREFERRED_LOCALE	No
CONTACT_SENDTO_DEFAULT	No
CONTACT_SENDTO_LIST	No
Location Rule
RECEIVING_TOLERANCE_PRECISION	No
CAN_RECEIVE	No
SEND_TO_LOCATION_DEFAULT	No
SEND_TO_LOCATION_LIST	No
Pricing Rules
CAN_OVERRIDE_PRICE	No
PRICE_ADDITIONAL_PRECISION	No
Quality Entry Rule
QUALITY_ENTRY_FORM	No
Receiving Rules
RECEIVING_TOLERANCE	No
RECEIVING_TOLERANCE_PRECISION	No
CAN_RECEIVE	No
Security Rules
ALLOW_PASSWORD_LOGIN	No
CAN_SET_OWNER	No
Tax Rules
TAX_CODE	No
GROUP_DCAP_TAX_TABLE	No
GROUP_FREIGHT_TAX_TABLE	No
Timecard Rules
CAN_CREATE_TIMECARD	No
TIMECARD_APPROVAL_PROCESS_DEFAULT	No
Transmission Rules
AUTO_SUBMIT	No
OBI_COMPLIANT	No
Unit Conversion Rules
QUANTITY_CONVERSION_TABLE	No
WEIGHT_CONVERSION_TABLE	No

Table 4-3 shows the mapping of BuyerXpert 3.x rules and voters to BuyerXpert 4.x rules and roles.

Table 4-3    Mapping BuyerXpert 3.x Rules/Voter Type to BuyerXpert 4.1 Rules/Role   (1 of 7)

BuyerXpert 3.x Rule Name	BuyerXpert 3.x Rule Voter Type	BuyerXpert 4.1 Rule Name	BuyerXpert 4.1 Role
ACCOUNTING_CODE_SEG (1-99)	BUYER_COMPANY	UDF_DEFAULT_VALUE	USER_CURRENT
ACCOUNTING_CODE_SEG (1-99)	USER_CREATED_FOR	UDF_DEFAULT_VALUE	USER_CURRENT
COMMODITY_CODE_SEG (1-99)	BUYER_COMPANY	UDF_DEFAULT_VALUE	USER_CURRENT
COMMODITY_CODE_SEG (1-99)	USER_CREATED_FOR	UDF_DEFAULT_VALUE	USER_CURRENT
DISPLAY_CURRENCY	BUYER_COMPANY	DISPLAY_CURRENCY_DEFAULT/LIST	USER_CURRENT
DISPLAY_CURRENCY	USER_CURRENT	DISPLAY_CURRENCY_DEFAULT/LIST	USER_CURRENT
XMIT_DOCUMENT_FORMAT	BUYER_COMPANY	XMIT_DOCUMENT:XMIT_DOCUMENT_FORMAT	USER_CREATED_FOR
XMIT_DOCUMENT_FORMAT	SELLER_COMPANY	XMIT_DOCUMENT:XMIT_DOCUMENT_FORMAT	SEND_TO_LOCATION
XMIT_DOCUMENT_FORMAT	USER_CREATED_FOR	XMIT_DOCUMENT:XMIT_DOCUMENT_FORMAT	USER_CREATED_FOR
XMIT_DOCUMENT_TYPE	BUYER_COMPANY	XMIT_DOCUMENT:XMIT_DOCUMENT_TYPE	USER_CREATED_FOR
XMIT_DOCUMENT_TYPE	SELLER_COMPANY	XMIT_DOCUMENT:XMIT_DOCUMENT_TYPE	SEND_TO_LOCATION
XMIT_DOCUMENT_TYPE	USER_CREATED_FOR	XMIT_DOCUMENT:XMIT_DOCUMENT_TYPE	USER_CREATED_FOR
XMIT_DOCUMENT_VERSION	BUYER_COMPANY	XMIT_DOCUMENT:XMIT_DOCUMENT_VERSION	USER_CREATED_FOR
XMIT_DOCUMENT_VERSION	SELLER_COMPANY	XMIT_DOCUMENT:XMIT_DOCUMENT_VERSION	SEND_TO_LOCATION
XMIT_DOCUMENT_VERSION	USER_CREATED_FOR	XMIT_DOCUMENT:XMIT_DOCUMENT_VERSION	USER_CREATED_FOR
XMIT_RECEIVER_APP	BUYER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_APP	USER_CREATED_FOR
XMIT_RECEIVER_APP	SELLER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_APP	SEND_TO_LOCATION
XMIT_RECEIVER_APP	USER_CREATED_FOR	XMIT_RECEIVER:XMIT_RECEIVER_APP	USER_CREATED_FOR
XMIT_RECEIVER_APP_QUALIFIER	BUYER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_APP_QUALIFIER	USER_CREATED_FOR
XMIT_RECEIVER_APP_QUALIFIER	SELLER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_APP_QUALIFIER	SEND_TO_LOCATION
XMIT_RECEIVER_APP_QUALIFIER	USER_CREATED_FOR	XMIT_RECEIVER:XMIT_RECEIVER_APP_QUALIFIER	USER_CREATED_FOR
XMIT_RECEIVER_ID	BUYER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_ID	USER_CREATED_FOR
XMIT_RECEIVER_ID	SELLER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_ID	SEND_TO_LOCATION
XMIT_RECEIVER_ID	USER_CREATED_FOR	XMIT_RECEIVER:XMIT_RECEIVER_ID	USER_CREATED_FOR
XMIT_RECEIVER_ID_QUALIFIER	BUYER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_ID_QUALIFIER	USER_CREATED_FOR
XMIT_RECEIVER_ID_QUALIFIER	SELLER_COMPANY	XMIT_RECEIVER:XMIT_RECEIVER_ID_QUALIFIER	SEND_TO_LOCATION
XMIT_RECEIVER_ID_QUALIFIER	USER_CREATED_FOR	XMIT_RECEIVER:XMIT_RECEIVER_ID_QUALIFIER	USER_CREATED_FOR
XMIT_SENDER_APP	BUYER_COMPANY	XMIT_SENDER:XMIT_SENDER_APP	USER_CREATED_FOR
XMIT_SENDER_APP	SELLER_COMPANY	XMIT_SENDER:XMIT_SENDER_APP	SEND_TO_LOCATION
XMIT_SENDER_APP	USER_CREATED_FOR	XMIT_SENDER:XMIT_SENDER_APP	USER_CREATED_FOR
XMIT_SENDER_APP_QUALIFIER	BUYER_COMPANY	XMIT_SENDER:XMIT_SENDER_APP_QUALIFIER	USER_CREATED_FOR
XMIT_SENDER_APP_QUALIFIER	SELLER_COMPANY	XMIT_SENDER:XMIT_SENDER_APP_QUALIFIER	SEND_TO_LOCATION
XMIT_SENDER_APP_QUALIFIER	USER_CREATED_FOR	XMIT_SENDER:XMIT_SENDER_APP_QUALIFIER	USER_CREATED_FOR
XMIT_SENDER_ID	BUYER_COMPANY	XMIT_SENDER:XMIT_SENDER_ID	USER_CREATED_FOR
XMIT_SENDER_ID	SELLER_COMPANY	XMIT_SENDER:XMIT_SENDER_ID	SEND_TO_LOCATION
XMIT_SENDER_ID	USER_CREATED_FOR	XMIT_SENDER:XMIT_SENDER_ID	USER_CREATED_FOR
XMIT_SENDER_ID_QUALIFIER	BUYER_COMPANY	XMIT_SENDER:XMIT_SENDER_ID_QUALIFIER	USER_CREATED_FOR
XMIT_SENDER_ID_QUALIFIER	SELLER_COMPANY	XMIT_SENDER:XMIT_SENDER_ID_QUALIFIER	SEND_TO_LOCATION
XMIT_SENDER_ID_QUALIFIER	USER_CREATED_FOR	XMIT_SENDER:XMIT_SENDER_ID_QUALIFIER	USER_CREATED_FOR
APPROVAL_LIMIT	USER_GROUP	APPROVAL_LIMIT:AMOUNT	APPROVER
APPROVAL_LIMIT_CURRENCY	USER_GROUP	APPROVAL_LIMIT:CURRENCY	APPROVER
PO_NUMBER_LENGTH	BUYER_COMPANY	LG_NUMBER:LENGTH	USER_CREATED_FOR
PO_NUMBER_PREFIX	BUYER_COMPANY	LG_NUMBER:PREFIX	USER_CREATED_FOR
REQ_NUMBER_LENGTH	BUYER_COMPANY	LG_NUMBER:LENGTH	USER_CREATED_FOR
REQ_NUMBER_PREFIX	BUYER_COMPANY	LG_NUMBER:PREFIX	USER_CREATED_FOR
PAYMENT_TERMS_ID	BILL_TO_LOCATION	PAYMENT_TERMS_DEFAULT/LIST	BILL_TO_LOCATION
PAYMENT_TERMS_ID	BUYER_COMPANY	PAYMENT_TERMS_DEFAULT/LIST	USER_CREATED_FOR
PAYMENT_TERMS_ID	SELLER_COMPANY	PAYMENT_TERMS_DEFAULT/LIST	SELLER_COMPANY
BILL_TO_LOCATION	BUYER_COMPANY	BILL_TO_LOCATION_DEFAULT/LIST	USER_CREATED_FOR
BILL_TO_LOCATION	SELLER_COMPANY	BILL_TO_LOCATION_DEFAULT/LIST	SEND_TO_LOCATION
BILL_TO_LOCATION	USER_CREATED_FOR	BILL_TO_LOCATION_DEFAULT/LIST	USER_CREATED_FOR
DEFAULT_CONTACT_BILLTO	BUYER_COMPANY	CONTACT_BILLTO_DEFAULT/LIST	USER_CREATED_FOR
DEFAULT_CONTACT_BILLTO	SELLER_COMPANY	CONTACT_BILLTO_DEFAULT/LIST	SEND_TO_LOCATION
DEFAULT_CONTACT_PAYTO	PAY_TO_LOCATION	CONTACT_PAYTO_DEFAULT/LIST	PAY_TO_LOCATION
DEFAULT_CONTACT_PAYTO	SELLER_COMPANY	CONTACT_PAYTO_DEFAULT/LIST	PAY_TO_LOCATION
PAY_TO_LOCATION	SELLER_COMPANY	PAYTO_LOCATION_DEFAULT/LIST	SEND_TO_LOCATION
PAYMENT_METHOD	BUYER_COMPANY	PAYMENT_SUBTYPE_DEFAULT/LIST:METHOD	USER_CREATED_FOR
PAYMENT_METHOD	SELLER_COMPANY	PAYMENT_SUBTYPE_DEFAULT/LIST:METHOD	SEND_TO_LOCATION
PAYMENT_METHOD	USER_CREATED_FOR	PAYMENT_SUBTYPE_DEFAULT/LIST:METHOD	USER_CREATED_FOR
COMMON_CURRENCY	BUYER_COMPANY	COMMON_CURRENCY	USER_CREATED_FOR
COMMON_CURRENCY	USER_CREATED_FOR	COMMON_CURRENCY	USER_CREATED_FOR
CURRENCY_CONVERSION_TABLE	BUYER_COMPANY	CURRENCY_CONVERSION_TABLE	USER_CREATED_FOR
CURRENCY_CONVERSION_TABLE	SELLER_COMPANY	CURRENCY_CONVERSION_TABLE	SELLER_COMPANY
MAX_DISCOUNT	BUYER_COMPANY	MAX_ADJ_LIMIT:MAX_LINE_DISCOUNT	USER_CREATED_FOR
MAX_DISCOUNT	SELLER_COMPANY	MAX_ADJ_LIMIT:MAX_LINE_ DISCOUNT	PRODUCT
MAX_MARKUP	BUYER_COMPANY	MAX_ADJ_LIMIT:MAX_LINE_MARKUP	USER_CREATED_FOR
MAX_MARKUP	SELLER_COMPANY	MAX_ADJ_LIMIT:MAX_LINE_ DISCOUNT	PRODUCT
PRICE_COLUMN_LOWEST_CHOICE	BUYER_COMPANY	PRICELIST:PRICE_COLUMN_LOWEST_ CHOICE	PRODUCT
PRICE_COLUMN_LOWEST_CHOICE	SELLER_COMPANY	PRICELIST:PRICE_COLUMN_LOWEST_ CHOICE	PRODUCT
PRICELIST	SELLER_COMPANY	PRICELIST:PRICELIST	PRODUCT
PRICELIST_COLUMN_LOOKUP	SELLER_COMPANY	PRICELIST:PRICELIST_COLUMN_ LOOKUP	USER_CREATED_FOR
PRICELIST_DEFAULT_COLUMN	SELLER_COMPANY	PRICELIST:PRICELIST_DEFAULT_ COLUMN	PRODUCT
PRICELIST_DISCOUNT_MARKUP	SELLER_COMPANY	PRICELIST:DISCOUNT_MARKUP	SELLER_COMPANY
PRICING_ADJUSTMENT_SINGLE_ RELATIONSHIP	PRICELIST	PRICE_ADJUSTMENTS	PRICELIST
PRICING_ADJUSTMENT_SINGLE_ RELATIONSHIP	SELLER_COMPANY	PRICE_ADJUSTMENTS	PRODUCT
PROD_PRICING_MODEL	BUYER_COMPANY	PRICING_MODEL	USER_CREATED_FOR
PROD_PRICING_MODEL	SELLER_COMPANY	PRICING_MODEL	PRODUCT
MAX_WEIGHT_PRECISION	SELLER_COMPANY	WEIGHT_PRECISION	PRODUCT
QUANTITY_PRECISION	SELLER_COMPANY	QUANTITY_PRECISION	PRODUCT
ALLOW_PASSWORD_LOGIN	BUYER_COMPANY	ALLOW_PASSWORD_LOGIN	USER_CURRENT
ALLOW_PASSWORD_LOGIN	SELLER_COMPANY	ALLOW_PASSWORD_LOGIN	USER_CURRENT
ALLOW_PASSWORD_LOGIN	USER_CURRENT	ALLOW_PASSWORD_LOGIN	USER_CURRENT
DEFAULT_CONTACT_SHIPFROM	SELLER_COMPANY	CONTACT_SHIPFROM_DEFAULT/LIST	SHIP_FROM_ LOCATION
DEFAULT_CONTACT_SHIPFROM	SHIP_FROM_LOCATION	CONTACT_SHIPFROM_DEFAULT/LIST	SHIP_FROM_LOCATION
DEFAULT_CONTACT_SHIPTO	BUYER_COMPANY	CONTACT_SHIPTO_DEFAULT/LIST	SHIP_FROM_ LOCATION
DEFAULT_CONTACT_SHIPTO	SHIP_TO_LOCATION	CONTACT_SHIPTO_DEFAULT/LIST	SHIP_TO_LOCATION
FREIGHT_TERMS_ID	BUYER_COMPANY	FREIGHT_TERM_DEFAULT/LIST	USER_CREATED_FOR
FREIGHT_TERMS_ID	SELLER_COMPANY	FREIGHT_TERM_DEFAULT/LIST	SELLER_COMPANY
FREIGHT_TERMS_ID	SHIPPING_METHOD	FREIGHT_TERM_DEFAULT/LIST	SHIPPING_METHOD
SHIP_FROM_LOCATION	SELLER_COMPANY	SHIP_FROM_LOCATION_DEFAULT/LIST	SELLER_COMPANY
SHIP_TO_LOCATION	BUYER_COMPANY	SHIPTO_LOCATION_DEFAULT/LIST	USER_CREATED_FOR
SHIP_TO_LOCATION	USER_CREATED_ FOR	SHIPTO_LOCATION_DEFAULT/LIST	USER_CREATED_FOR
SHIPPING_CHARGE	SELLER_COMPANY	GROUP_LEVEL_SHIPPING_CHARGE/ LINE_LEVEL_SHIPPING_CHARGE	SHIP_FROM_LOCATION
SHIPPING_METHOD	BUYER_COMPANY	SHIPPING_METHOD_DEFAULT/LIST	USER_CREATED_FOR
SHIPPING_METHOD	SELLER_COMPANY	SHIPPING_METHOD_DEFAULT/LIST	SELLER_COMPANY
SHIPPING_METHOD	SHIP_TO_LOCATION	SHIPPING_METHOD_DEFAULT/LIST	SHIP_TO_LOCATION
CUSTOMER_TAX_CERTIFICATE_ID	BUYER_COMPANY	CUSTOMER_TAXABILITY:CUSTOMER_TAX_CERTIFICATE_ID	USER_CREATED_FOR
CUSTOMER_TAX_CERTIFICATE_ID	SELLER_COMPANY	CUSTOMER_TAXABILITY:CUSTOMER_TAX_CERTIFICATE_ID	SHIP_FROM_LOCATION
CUSTOMER_TAX_CERTIFICATE_ID	SHIP_TO_LOCATION	CUSTOMER_TAXABILITY:CUSTOMER_TAX_CERTIFICATE_ID	SHIP_TO_LOCATION
CUSTOMER_TAX_CERTIFICATE_ID	USER_CREATED_ FOR	CUSTOMER_TAXABILITY:CUSTOMER_TAX_CERTIFICATE_ID	USER_CREATED_FOR
CUSTOMER_TAXABILITY	BUYER_COMPANY	CUSTOMER_TAXABILITY:CUSTOMER_TAXABILITY	USER_CREATED_FOR
CUSTOMER_TAXABILITY	SELLER_COMPANY	CUSTOMER_TAXABILITY:CUSTOMER_TAXABILITY	SHIP_FROM_LOCATION
CUSTOMER_TAXABILITY	SHIP_TO_LOCATION	CUSTOMER_TAXABILITY:CUSTOMER_TAXABILITY	SHIP_TO_LOCATION
CUSTOMER_TAXABILITY	USER_CREATED_ FOR	CUSTOMER_TAXABILITY:CUSTOMER_TAXABILITY	USER_CREATED_FOR
PRODUCT_TAXABILITY	BUYER_COMPANY	TAX:PRODUCT_TAXABILITY	USER_CREATED_FOR
PRODUCT_TAXABILITY	SELLER_COMPANY	TAX:PRODUCT_TAXABILITY	PRODUCT
TAX_ADJUSTMENT_ID	BUYER_COMPANY	TAX:TAX_TABLE	USER_CREATED_FOR
TAX_ADJUSTMENT_ID	SELLER_COMPANY	TAX:TAX_TABLE	PRODUCT
TAX_MODEL	BUYER_COMPANY	TAX:TAX_MODEL	USER_CREATED_FOR
TAX_MODEL	SELLER_COMPANY	TAX:TAX_MODEL	PRODUCT
ESCALATION_MODEL	BUYER_COMPANY	ESCALATION_MODEL	USER_CURRENT
ESCALATION_MODEL	USER_CURRENT	ESCALATION_MODEL	USER_CURRENT
REMINDER_INTERVAL_MINUTES	BUYER_COMPANY	REMINDER:REMINDER_INTERVAL_ MINUTES	APPROVER
REMINDER_INTERVAL_MINUTES	USER_CURRENT	REMINDER:REMINDER_INTERVAL_ MINUTES	APPROVER
REMINDER_LIMIT	BUYER_COMPANY	REMINDER:REMINDER_LIMIT	APPROVER
REMINDER_LIMIT	USER_CURRENT	REMINDER:REMINDER_LIMIT	APPROVER

Migrating User Interface Customizations

The Upgrade utility does not migrate customizations that were made to a BuyerXpert 3.x system. You must manually migrate these customizations, which include the following types:

• User interface customizations made to BuyerXpert 3.x

• Customizations made to ECXpert Mercator maps.

  ECXpert provides a standard set of Mercator Maps that has the same set of functionality as the maps provided with BuyerXpert 3.x. Refer to the ECXpert Administration Guide for instructions.

  For more information about migrating BuyerXpert 3.x customizations to BuyerXpert 4.x, contact iPlanet Support at:

  http://www.iplanetcustomers.com