Legacy ERP Business Logic Summary

This document comprehensively captures all business logic, roles, actors, entities, and flows extracted from the legacy Oracle Forms (FMB) source code for Legacy ERP Head Office (Legacy ERPHQ) and Legacy ERP Hubs.

Source: Extracted from /reference/extracted_fmb_content/ containing:

Legacy ERPHQ_SOSpokeE_CODE: 474 files across 7 modules

Hub_FMBs: 844 files

📊 System Architecture Overview

The ILegacy ERPS (Integrated Legacy ERP System) follows a Hub-and-Spoke architecture:

                    ┌─────────────────────────┐
                    │    Legacy ERP Head Office      │
                    │       (Legacy ERPHQ)           │
                    │ ─ Policy & Procurement  │
                    │ ─ Master Data           │
                    │ ─ Demand Generation       │
                    └───────────┬─────────────┘
                                │
        ┌───────────────────────┼───────────────────────┐
        │                       │                       │
        ▼                       ▼                       ▼
┌───────────────┐       ┌───────────────┐       ┌───────────────┐
│    Hub 1    │       │    Hub 2    │       │   Hub N     │
│ ─ Receipts    │       │ ─ Receipts    │       │ ─ Receipts    │
│ ─ Issues      │       │ ─ Issues      │       │ ─ Issues      │
│ ─ Spoke Sales   │       │ ─ Spoke Sales   │       │ ─ Spoke Sales   │
└───────┬───────┘       └───────┬───────┘       └───────┬───────┘
        │                       │                       │
        ▼                       ▼                       ▼
┌───────────────┐       ┌───────────────┐       ┌───────────────┐
│   Spoke 1..N    │       │   Spoke 1..N    │       │   Spoke 1..N    │
│ (End Outlets) │       │ (End Outlets) │       │ (End Outlets) │
└───────────────┘       └───────────────┘       └───────────────┘

🔐 Security & Access Control

Security Forms (`Legacy ERPHQ/Security/Forms/`)

Form	Purpose
`CCSEC01F`	User Master management (USER_MST)
`CCSEC02F`	Role Master management (ROLE_MST)
`CCSEC03F`	User-Role assignment (USER_ROLE)
`CCSEC04F`	Form-level security privileges
`CCSEC05F`	Menu security
`CCSEC06F`	Password management

Core Security Tables

Table	Purpose	Key Fields
`USER_MST`	System users	`USER_CODE`, `PERSONAL_NUM`, `PASSWORD`, `ORACLE_USER_FLG`
`ROLE_MST`	Role definitions	`ROLE_CODE`, `DESCRIPTION`
`USER_ROLE`	User-role mapping	`USER_CODE`, `ROLE_CODE`

Role-Based Access Control (RBAC) Hierarchy

The system implements product category-based roles:

┌─────────────────────────────────────────────────────────────────┐
│                      ROLE HIERARCHY                             │
├─────────────────────────────────────────────────────────────────┤
│  General Stores (GS)           │  Liquor/Imported Food (LIF)   │
│  ─────────────────────         │  ─────────────────────────     │
│  GS1 : Group 1 items           │  LIF4 : Liquor Group 4        │
│  GS2 : Group 2 items           │  LIF5 : Liquor Group 5        │
│  GS3 : Group 3 items           │  LIF6 : Liquor Group 6        │
├─────────────────────────────────────────────────────────────────┤
│  Special Roles                                                  │
│  ─────────────────                                              │
│  GL  : General Ledger access                                    │
│  F   : Full access (VALID_GROUPS = -1)                          │
└─────────────────────────────────────────────────────────────────┘

Implementation Logic (from IHMAS03F.fmb):

-- Role prefix determines access level
IF (SUBSTR(vRole,1,3) = 'GS1') THEN :PARAMETER.VALID_GROUPS := 1;
ELSIF (SUBSTR(vRole,1,3) = 'GS2') THEN :PARAMETER.VALID_GROUPS := 2;
ELSIF (SUBSTR(vRole,1,3) = 'GS3') THEN :PARAMETER.VALID_GROUPS := 3;
ELSIF (SUBSTR(vRole,1,4) = 'LIF4') THEN :PARAMETER.VALID_GROUPS := 4;
ELSIF (SUBSTR(vRole,1,4) = 'LIF5') THEN :PARAMETER.VALID_GROUPS := 5;
ELSIF (SUBSTR(vRole,1,4) = 'LIF6') THEN :PARAMETER.VALID_GROUPS := 6;
END IF;

🏢 Legacy ERP Head Office (Legacy ERPHQ) Modules

File Structure

Legacy ERPHQ_SOSpokeE_CODE/
├── Audit/                    # Audit forms
├── FNA/                      # Finance & Accounts (240 files)
│   ├── Bills/                # Bill processing
│   ├── Payroll/              # Salary processing
│   ├── cash book/            # Cash management
│   ├── costing&claims/       # TA/DA, LTC claims
│   ├── general ledger/       # GL transactions
│   ├── imprest/              # Imprest management
│   ├── masters/              # FNA master data
│   ├── purchase ledger/      # Supplier ledger
│   └── sales ledger/         # Customer ledger
├── GM/                       # General Management
├── INV/                      # Inventory (189 files)
│   ├── Data_Transfer/        # Hub data sync
│   ├── forecasting/          # Demand forecasting
│   ├── masters/              # Item, Supplier masters
│   ├── ordering/             # Demand, PO generation
│   ├── stock_monitoring/     # Stock status
│   └── stock_updation/       # Stock updates
├── MIS/                      # Reporting
├── PNA/                      # Personnel & Admin (26 files)
│   ├── Admin/
│   │   ├── Budget/           # HR Budget
│   │   ├── Employee Family/  # Dependents
│   │   ├── leave/            # Leave management
│   │   └── Pension/          # Pension processing
│   └── Personnel/
└── Security/                 # Access control (8 files)

INV (Inventory) Module

Master Data Forms (`INV/masters/`)

Form	Table	Purpose
`IHMAS03F`	`ITEM_MST`	Item/Product Master
`IHMAS04F`	`SUPPLIER_MST`	Supplier Master
`IHMAS05F`	`SUB_GROUP_MST`	Product Sub-Groups
`IHMAS06F`	`GROUP_MST`	Product Groups
`IHMAS07F`	`HUB_MST`	Hub Master
`IHMAS09F`	`LOCATION_MST`	Hub Locations
`IHMAS10F`	`GENERIC_MST`	Generic Product Categories

Ordering Forms (`INV/ordering/`)

Form	Purpose
`IHQRD01F`	Demand Header creation
`IHQRD02F`	Demand Detail & PO Generation
`IHQRD07F`	Hub allocation
`IHQRD08F`	PO approval
`IHQRD10F`	PO amendments
`IHQRD16F`	Consolidated PO
`IHFCT08F`	Forecasting parameters

Key Demand Logic (from `IHQRD02F`):

Demand Consolidation: Aggregates depot demands from Demand_HDR
PO Generation: Creates PO_HDR and PO_DTL records
Hub Allocation: Distributes stock via ALLOCATION_HUB table

FNA (Finance & Accounts) Module

Sub-Modules

Directory	Forms	Purpose
`Bills/`	56	Supplier bill processing, DB/CR notes
`Payroll/`	61	Salary, advances, recoveries
`cash book/`	12	Cash receipts, payments
`costing&claims/`	70	TA/DA, LTC, medical claims
`general ledger/`	8	Journal entries, trial balance
`imprest/`	13	Imprest requisition, statement
`purchase ledger/`	2	Supplier accounts
`sales ledger/`	3	Spoke/Customer accounts

Key Forms

Form	Purpose
`FHBUD03F`	Budget allocation
`FHGLD14F-17F`	General Ledger entries
`FHIMP25F`, `FHIMP26F`	Imprest management
`FHCNC05F`, `FHCNC06F`	Costing & claims
`FHBIL09F`	Bill processing

PNA (Personnel & Admin) Module

Sub-Modules

Directory	Forms	Purpose
`Budget/`	9	HR budget management
`Employee Family/`	1	Dependent details
`leave/`	11	Leave management
`Pension/`	5	Pension processing

Key Forms

Form	Purpose
`AHEMP01F`	Employee master
`AHLEV01F-14F`	Leave applications, orders, credits
`AHPEN01F-15F`	Pension processing (PPPO → FPPO)
`AHATN01F`	Attendance
`AHBUD08F-99F`	Budget allocation & monitoring

🏭 Legacy ERP Hub Module

File Categories (844 total files)

Based on naming conventions, the Hub forms cover:

Prefix	Count	Module
`IDISS*`	~60	Invoice/Issue (Sales to Spokes)
`IDRCP*`	~80	Receipt (Stock receiving)
`IDDirect*`	~50	Direct (Against Firm Demand)
`IDPRE*`	~30	Demand/Demand generation
`IDGOD*`	~25	Goods/Delivery
`IDMAS*`	~15	Hub masters
`IDEXP*`	~15	Export to HQ
`FDCAS*`	~15	Cash management
`FDIMP*`	~10	Imprest (Hub)
`FDSLD*`	~10	Sales ledger
`JE_FORM*`	~30	Journal entries
`pro_*`	~50	Pro-forma/Demand

Core Hub Entities

Master Tables

Table	Purpose	Key Fields
`HUB_MST`	Hub info	`HUB_CODE`, `NAME`, `ADDRESS`
`Spoke_MST`	Unit Run Canteens	`Spoke_CODE`, `NAME`, `HUB_CODE`
`Spoke_EXT`	Spoke extensions	`Spoke_CODE`, `EXT`
`ITEM_MST`	Products	`INDEX_NUM`, `DESCRIPTION`, `GROUP_CODE`
`SUPPLIER_MST`	Suppliers	`SUPPLIER_CODE`, `NAME`
`SUB_GROUP_MST`	Sub-groups	`SUB_GROUP_CODE`, `LIQUOR_ITEM_FLG`
`LOCATION_MST`	Stock locations	`INDEX_NUM`, `ACTIVE_FLG`

Transaction Tables

Table	Purpose	Key Fields
`PO_HDR`	Purchase Orders	`HUB_CODE`, `PO_NUM`, `SUPPLIER_CODE`
`PO_DTL`	PO Line Items	`PO_NUM`, `INDEX_NUM`, `CASES_ORDERED`
`INDENT_HDR`	Spoke Indents	`INDENT_NUM`, `Spoke_CODE`, `APP_STATUS`
`INDENT_DTL`	Indent Items	`INDENT_NUM`, `INDEX_NUM`, `QTY_CASES`
`INDENT_EXTENSION`	Extended items	`INDENT_NUM`, `INDEX_NUM`
`RECEIPT_HDR`	Goods receipts	`RECEIPT_NUM`, `PO_NUM`
`ALLOCATION_HUB`	Stock allocation	`HUB_CODE`, `PO_NUM`, `INDEX_NUM`
`PRO_DEMAND_HDR`	Pro-forma demand	`Demand_ID`, `Spoke_CODE`
`Demand_HDR`	Demand at Hub	`Demand_ID`, `Demand_DTE`, `Demand_STATUS`

Financial Tables

Table	Purpose
`VOUCHER_HDR`	Payment vouchers
`Direct_OR_TXN`	Direct Order Receipts
`Direct_REFUND`	Direct Refunds
`DB_CR_NOTE_DTL`	Debit/Credit notes
`CASH_STMT`	Cash statements
`IMPREST_STMT`	Imprest statements

🔄 Key Business Flows

1. General Stores (GS) Flow

┌──────────────┐    ┌──────────────┐    ┌──────────────┐    ┌──────────────┐
│     Spoke      │───▶│    Hub     │───▶│     HQ       │───▶│   Supplier   │
│  (Indent)    │    │  (Aggregate) │    │   (Demand)     │    │   (Supply)   │
└──────────────┘    └──────────────┘    └──────────────┘    └──────────────┘
       │                   │                   │                   │
       │                   │                   │                   │
       ▼                   ▼                   ▼                   ▼
 INDENT_HDR         PRO_DEMAND_HDR        Demand_HDR            PO_HDR
 INDENT_DTL         (consolidation)       (policy)            PO_DTL

Forms Involved:

IDISS02F_INVOICE: Spoke indent processing
IDPRE012F_*: Demand generation at Hub
IHQRD02F: PO generation at HQ
IDRCP02F_*: Receipt processing

2. Direct (Against Firm Demand) Flow

┌──────────────┐    ┌──────────────┐    ┌──────────────┐    ┌──────────────┐
│   Customer   │───▶│    Hub     │───▶│     HQ       │───▶│   Supplier   │
│  (Booking)   │    │  (SR_NUM)    │    │  (Allocate)  │    │  (Deliver)   │
└──────────────┘    └──────────────┘    └──────────────┘    └──────────────┘
       │                   │                   │                   │
       │   Payment         │                   │                   │
       ▼   (OR_NUM)        ▼                   ▼                   ▼
 Direct_CUSTOMER_MST    Direct_OR_TXN         ALLOCATION        Form 2 (Invoice)
 Direct_CUSTOMER_DTL    VOUCHER_HDR        _HUB

Forms Involved:

IDDirect01F_*: Direct booking & PO
IDDirect07F_refund: Refund processing
IDDirect11F_*: Direct OR (Order Receipt)
IDDirect12F_*: Direct billing

Key Direct Logic (from IDDirect01F):

-- Check if full refund exists; if so, block Form 2 issuance
SELECT full_refund INTO vfull_refund
FROM afd_refund
WHERE po_num = :afd_customer_mst.po_num;

IF vfull_refund = 'Y' THEN
    -- Block all modifications
    SET_BLOCK_PROPERTY('Direct_CUSTOMER_MST', UPDATE_ALLOWED, PROPERTY_FALSE);
END IF;

3. Receipt & Stock Update Flow

┌──────────────┐    ┌──────────────┐    ┌──────────────┐
│   Supplier   │───▶│    Hub     │───▶│  Stock Ledger│
│  (Delivery)  │    │   (GRN)      │    │   (Update)   │
└──────────────┘    └──────────────┘    └──────────────┘
       │                   │                   │
       │                   ▼                   ▼
       │           RECEIPT_HDR          INV_STS_AREA_HUB
       │           RECEIPT_DTL          (bin balances)
       │                   │
       ▼                   ▼
   PO_DTL             Price Revision
   (received_qty)     (if applicable)

Forms Involved:

IDRCP02F_*: Receipt entry
IDRCP04F_*: Form 2 (Sales document)
IDRCP07F_*: Price revision
IDRCP08F_*: Stock revision

4. Financial Posting Flow

┌──────────────┐    ┌──────────────┐    ┌──────────────┐
│ Transaction  │───▶│   Voucher    │───▶│    Ledger    │
│ (Sale/Rcpt)  │    │  Generation  │    │   Posting    │
└──────────────┘    └──────────────┘    └──────────────┘
       │                   │                   │
       ▼                   ▼                   ▼
   Source Doc        VOUCHER_HDR          FDSLD (Sales)
   (Invoice/GRN)     DB_CR_NOTE_HDR       Account Heads

Forms Involved:

JE_FORM*: Journal entry
FDCAS01F_*: Cash statement/OR
FDSLD01F_*: DB/CR notes
FDORT01F_*: Trial balance

📋 Global Parameters

The system uses PARAMETER_MST for configuration:

Parameter	Purpose
`CURRENT_YEAR_CODE`	Active financial year
`ILegacy ERPS_INSTALLATION`	Hub code (context)
`ENCRYPTION_KEY`	Password encryption

Accessed via: PARA_NUM_VALUE('PARAMETER_NAME')

🔄 Legacy to Framework M Mapping

Legacy Entity	Framework M Equivalent	Notes
`INDENT_HDR/DTL`	`MaterialRequest`	Spoke demand
`PRO_DEMAND_HDR`	`PurchaseRequest`	Hub aggregation
`Demand_HDR/DTL`	`PurchaseOrder` (Draft)	HQ consolidation
`PO_HDR/DTL`	`PurchaseOrder`	Supplier orders
`RECEIPT_HDR/DTL`	`PurchaseReceipt`	GRN
Form 2 (`IDRCP04F`)	`SalesInvoice`	Spoke billing
`Direct_CUSTOMER_MST`	`SalesOrder`	Make-to-order
`VOUCHER_HDR`	`PaymentEntry`	Financial vouchers
`DB_CR_NOTE_*`	`JournalEntry`	Adjustments
`ITEM_MST`	`Item` (m-core)	Product catalog
`Spoke_MST`	`Customer` (m-core)	Outlet master
`SUPPLIER_MST`	`Supplier` (m-core)	Vendor master
`HUB_MST`	`Warehouse`	Stock location
`USER_MST`	Citadel IAM `User`	Authentication
`ROLE_MST`	Citadel IAM `Role`	Authorization

⚠️ Critical Business Rules

1. Item Deletion Guard

-- Cannot delete active items
SELECT 1 INTO vId FROM location_mst
WHERE index_num = :item_mst.index_num AND active_flg = 'Y';
IF vId = 1 THEN
    RAISE 'This item is active, therefore cannot be deleted.';
END IF;

2. Liquor Item Type Validation

-- Liquor sub-groups only allow CR (Contract Rum) or RG (Regular)
IF vLiq_flg = 'Y' THEN
    IF :item_mst.item_type NOT IN ('CR', 'RG') THEN
        RAISE 'For this subgroup, item type can only be Contract Rum or Regular.';
    END IF;
END IF;

3. Master-Detail Cascade Block

-- Prevent deletion of master with child records
IF exists(SELECT 1 FROM indent_dtl WHERE indent_num = :indent_hdr.indent_num) THEN
    RAISE 'Cannot delete master record when matching detail records exist.';
END IF;

4. Indent Approval Lock

-- Lock blocks after approval
IF app_status = 'C' THEN  -- 'C' = Completed/Approved
    SET_BLOCK_PROPERTY('INDENT_HDR', UPDATE_ALLOWED, PROPERTY_FALSE);
    SET_BLOCK_PROPERTY('INDENT_DTL', UPDATE_ALLOWED, PROPERTY_FALSE);
END IF;

📂 File Inventory Summary

Legacy ERPHQ Files by Module

Module	Files	Key Areas
FNA	240	Bills, Payroll, GL, Imprest, Claims
INV	189	Masters, Ordering, Forecasting, Stock
PNA	26	Leave, Pension, Budget
Security	8	User, Role, Menu security
MIS	4	Reports
GM	6	General
Audit	1	Audit forms

Hub Files by Prefix

Prefix	~Count	Purpose
`IDRCP*`	80	Receipts
`IDISS*`	60	Issues/Invoices
`IDDirect*`	50	Direct operations
`pro_*`	50	Pro-forma demand
`IDPRE*`	30	Demand
`JE_FORM*`	30	Journal entries
`IDGOD*`	25	Goods/Delivery
`FDCAS*`	15	Cash
`IDMAS*`	15	Masters
`IDEXP*`	15	HQ Export
`FDIMP*`	10	Imprest
Others	~460	Various utilities

✅ Implementation Checklist

Based on the legacy analysis, ensure Framework M covers:

Legacy ERP Business Logic Summary

📊 System Architecture Overview

🔐 Security & Access Control

Security Forms (Legacy ERPHQ/Security/Forms/)

Core Security Tables

Role-Based Access Control (RBAC) Hierarchy

🏢 Legacy ERP Head Office (Legacy ERPHQ) Modules

File Structure

INV (Inventory) Module

Master Data Forms (INV/masters/)

Ordering Forms (INV/ordering/)

Key Demand Logic (from IHQRD02F):

FNA (Finance & Accounts) Module

Sub-Modules

Key Forms

PNA (Personnel & Admin) Module

Sub-Modules

Key Forms

🏭 Legacy ERP Hub Module

File Categories (844 total files)

Core Hub Entities

Master Tables

Transaction Tables

Financial Tables

🔄 Key Business Flows

1. General Stores (GS) Flow

2. Direct (Against Firm Demand) Flow

3. Receipt & Stock Update Flow

4. Financial Posting Flow

📋 Global Parameters

🔄 Legacy to Framework M Mapping

⚠️ Critical Business Rules

1. Item Deletion Guard

2. Liquor Item Type Validation

3. Master-Detail Cascade Block

4. Indent Approval Lock

📂 File Inventory Summary

Legacy ERPHQ Files by Module

Hub Files by Prefix

✅ Implementation Checklist

Security Forms (`Legacy ERPHQ/Security/Forms/`)

Master Data Forms (`INV/masters/`)

Ordering Forms (`INV/ordering/`)

Key Demand Logic (from `IHQRD02F`):