Legacy ERP Legacy to WMS Mapping

This document maps legacy Oracle Forms functionality to the new WMS application phases. Use this as your implementation checklist to ensure no critical logic is missed.

Status Legend:

• ✅ Covered in WMS phases
• ⚠️ Partially covered (needs attention)
• ❌ Not yet covered (ADD TO SCOPE)
• 🔄 Handled by external module (m-*, citadel)

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Quick Reference

Legacy Module	WMS Phase	Status
Security (CCSEC)	Phase 00 (Citadel IAM)	🔄
Masters (IHMAS)	Phase 01, 06, 07	✅
Demand/Ordering (IHQRD)	Phase 11	✅
Receipts (IDRCP)	Phase 03	✅
Issues/Invoices (IDISS)	Phase 03, 13	✅
Direct Operations (IDDirect)	Phase 03	⚠️
Cash/Imprest (FDCAS, FDIMP)	FNA App	🔄
General Ledger (FHGLD)	FNA App	🔄

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1. Security & Access Control

Legacy Forms

Form	Purpose	Tables
CCSEC01F	User Master	USER_MST
CCSEC02F	Role Master	ROLE_MST
CCSEC03F	User-Role Assignment	USER_ROLE
CCSEC04F	Form Security	Form privileges
CCSEC06F	Password Management	Encryption

WMS Mapping

Legacy	WMS Equivalent	Phase	Status
USER_MST	Citadel User	00	🔄
ROLE_MST	Citadel Role	00	🔄
USER_ROLE	Citadel UserRole	00	🔄
Role Codes (GS1-3, LIF4-6)	Permission Groups	00	⚠️

⚠️ Action Required

[ ] Define permission groups in Citadel matching legacy roles:
    - GS1, GS2, GS3 (General Stores Groups 1-3)
    - LIF4, LIF5, LIF6 (Liquor/Imported Food Groups 4-6)
    - GL (General Ledger access)
[ ] Implement item filtering by VALID_GROUPS parameter
[ ] Map role prefix logic to Citadel permissions

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2. Master Data

Legacy Forms (IHMAS*)

Form	Purpose	Table	Priority
IHMAS03F	Item Master	ITEM_MST	P0
IHMAS04F	Supplier Master	SUPPLIER_MST	P0
IHMAS05F	Sub-Group Master	SUB_GROUP_MST	P0
IHMAS06F	Group Master	GROUP_MST	P0
IHMAS07F	Hub Master	HUB_MST	P0
IHMAS09F	Location Master	LOCATION_MST	P1
IHMAS10F	Generic Master	GENERIC_MST	P1
idmst06f_Spoke_mst	Spoke Master	Spoke_MST	P0

WMS Mapping

Legacy Table	WMS DocType	Phase	Status
ITEM_MST	Item	01	✅
GROUP_MST	ItemGroup	01	✅
SUB_GROUP_MST	ItemGroup (nested)	01	⚠️
GENERIC_MST	ItemGroup (nested)	01	⚠️
HUB_MST	Hub	01	✅
LOCATION_MST	Warehouse	01	✅
SUPPLIER_MST	Supplier	01	✅
Spoke_MST	Spoke	01, 07	✅
Spoke_EXT	Spoke extensions	07	⚠️

⚠️ Action Required

[ ] Item hierarchy: GROUP → SUB_GROUP → GENERIC → ITEM
    - Flatten to 3-level ItemGroup or preserve 4-level?
[ ] SUB_GROUP_MST has LIQUOR_ITEM_FLG - map to item attribute
[ ] GENERIC_MST has recommended_sufficiency_days - needed for Demand
[ ] Spoke_EXT stores Spoke extensions (secondary locations) - add to Spoke DocType

Legacy Field Mapping: ITEM_MST → Item

Legacy Field	WMS Field	Notes
INDEX_NUM	item_code	Primary key
DESCRIPTION	item_name
GROUP_CODE	item_group	FK
SUB_GROUP_CODE	(nested)	Map to parent
GENERIC_CODE	(nested)	Map to parent
CASE_PACK	stock_uom	Add as conversion
SUFFIX	variant_of	Consider variant
ITEM_TYPE	item_classification	CR, RG, Direct…
SUPPLIER_CODE	→ ItemSupplier	M2M link
ACTIVE_FLG	is_active
DELETION_DTE	deleted_at	Soft delete
LIQUOR_TRUCKLOAD	Custom field	❌ ADD

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3. Ordering & Demand

Legacy Forms

Form	Purpose	Tables
IHQRD01F	Demand Header	Demand_HDR
IHQRD02F	Demand Detail & PO Gen	Demand_DTL, PO_HDR
IDPRE012F_*	Hub Demand Gen	PRO_DEMAND_HDR
IHFCT*	Forecasting	Parameters

WMS Mapping

Legacy	WMS DocType	Phase	Status
Demand_HDR	Demand	11	✅
Demand_DTL	DemandItemDetail	11	✅
PRO_DEMAND_HDR	MaterialRequest	03	⚠️
ALLOCATION_HUB	DemandItemDetail.depot	11	✅
Sufficiency Calc	SufficiencyCalculator	11	✅
Demand → PO	DemandToPOConverter	11	✅

⚠️ Action Required

[ ] Demand Types: Normal, Liquor, Leh - all covered in Phase 11
[ ] Parameters: REVIEW_FACTOR, BLOCKING_FACTOR - add to Demand DocType
[ ] Category filters: I1, I2, I3 (Bank Guarantee flag for I3)
[ ] BG_QTY field for I3 items (Bank Guarantee quantity)
[ ] Regional shortcuts (copy qty to all depots in region)
[ ] Size shortcuts (A/B/C depot sizes)

Legacy Demand Flow

1. MSTC Data Collection (Monthly Stock Taking Card)
2. Demand Generation (calculate sufficiency, demand)
3. Demand Modification (manual adjustments)
4. Demand Finalization (approval)
5. PO Generation (convert to Purchase Orders)
6. Allocation to Hubs

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4. Receipts (GRN)

Legacy Forms

Form	Purpose	Tables
IDRCP02F_*	Receipt Entry	RECEIPT_HDR, RECEIPT_DTL
IDRCP04F_*	Form 2 (Invoice)	Sale document
IDRCP07F_*	Price Revision	Rate changes
IDRCP08F_*	Stock Revision	Adjustments

WMS Mapping

Legacy	WMS DocType	Phase	Status
RECEIPT_HDR/DTL	PurchaseReceipt	03	✅
PO_HDR/DTL	PurchaseOrder	03	✅
Price Revision	PriceRevisionRequest	09	✅
Stock Revision	StockEntry (Adjustment)	02	✅

⚠️ Action Required

[ ] Form 2 = Sales Invoice - covered by m-invoice
[ ] Receipt types: Normal, Non-Supply (penalty), Local Purchase
[ ] Link PO → GRN → Stock Entry flow
[ ] Supplier penalty logic for short/late delivery

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5. Issues & Invoicing

Legacy Forms

Form	Purpose	Tables
IDISS02F_*	Invoice/Issue	INDENT_HDR, INDENT_DTL
IDISS06F_*	Truck Details	Delivery
IDISS10F_*	UI (Unsatisfactory Issue)	DB_CR_NOTE_DTL

WMS Mapping

Legacy	WMS DocType	Phase	Status
INDENT_HDR/DTL	MaterialRequest	03	✅
INDENT_EXTENSION	MR extensions	03	⚠️
Invoice (Form 2)	DeliveryNote + m-invoice	03	✅
S/D/F Classification	InvoiceItem.classification	13	✅
DB_CR_NOTE_*	JournalEntry (m-ledger)	FNA	🔄

⚠️ Action Required

[ ] Indent Denial Logic:
    - When stock unavailable, mark item as "Denied"
    - Track denied qty per item for Demand analysis
[ ] INDENT_EXTENSION table - excess items beyond standard indent
[ ] Spoke_ATOL_MTOL (Annual/Monthly Tolerance) - credit limit check
[ ] Truck/Vehicle allocation for delivery

S/D/F Classification (Phase 13)

Legacy Term	WMS Classification	Notes
Substituted	Substitute	Customer accepts alternative
Denied	Denial	Item not in stock, customer leaves
Forced Sale	ForcedSale	Slow-moving item pushed

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6. Direct (Against Firm Demand)

Legacy Forms

Form	Purpose	Tables
IDDirect01F_*	Direct Booking	Direct_CUSTOMER_MST/DTL
IDDirect07F_refund	Refund Processing	Direct_REFUND
IDDirect10F_*	Direct Price Master	Pricing
IDDirect11F_*	Direct OR (Order Receipt)	Direct_OR_TXN
IDDirect12F_*	Direct Billing	Invoicing

WMS Mapping

Legacy	WMS Equivalent	Phase	Status
Direct_CUSTOMER_MST	SalesOrder (Make-to-Order)	03	⚠️
Direct_CUSTOMER_DTL	SalesOrderItem	03	⚠️
Direct_OR_TXN	PaymentEntry (Advance)	FNA	🔄
Direct_REFUND	Refund workflow	-	❌

❌ Missing: Direct Module

Direct is Make-to-Order for high-value items (Cars, TVs, Refrigerators)

Required DocTypes:
[ ] DirectBooking (similar to SalesOrder)
    - SR_NUM (Service Request number)
    - BENEFICIARY (member)
    - ITEM (usually single high-value item)

[ ] DirectPayment (Order Receipt)
    - OR_NUM (Order Receipt number)
    - Advance payment tracking
    - Voucher reference

[ ] DirectRefund
    - FULL_REFUND flag (blocks Form 2 issuance)
    - Partial refund support

Critical Business Rule:
IF full_refund = 'Y' THEN
    - Block all modifications to booking
    - Block Form 2 (invoice) generation
END IF

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7. Financial Operations

Legacy Forms (FNA Module - Separate App)

Directory	Purpose	Count
cash book/	Cash Receipts/Payments	12
imprest/	Imprest Management	13
Bills/	Supplier Bills	56
general ledger/	GL Entries	8
sales ledger/	Customer Accounts	3
purchase ledger/	Supplier Accounts	2

WMS Mapping

Legacy	Framework M Module	Status
Cash Book	m-ledger (Book-Keeper)	🔄
Imprest	m-imprest	🔄
Bills	m-invoice	🔄
General Ledger	m-ledger	🔄
Sales Ledger	m-ledger	🔄
Purchase Ledger	m-ledger	🔄

Note: Financial operations are handled by the separate FNA App, not WMS.

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8. Stock Monitoring & Reporting

Legacy Forms

Form	Purpose
IHSTC19F_*	Stock Status Report
IHSTC22F	Stock Valuation
MS_CPS*	Consolidated Position

WMS Mapping

Legacy	WMS Feature	Phase	Status
Stock Status	Bin query API	02	✅
Stock Valuation	StockLedgerEntry.stock_value	02	✅
Consolidated Position	Dashboard + Reports	05	✅
MSTC Summary	MSTCSummary	13	✅

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9. Data Import/Export

Legacy Forms

Form	Purpose
IDEXP01F_*	Export to HQ
export_*	Various exports
Data_Transfer/	Hub sync

WMS Mapping

Legacy	WMS Feature	Phase	Status
Data Export	REST API + Reports	10	✅
Data Import	Bulk import endpoints	10	✅
Hub Sync	Event bus (FastStream)	02	✅

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10. Implementation Priority Matrix

P0 - Critical Path (POC Scope)

Legacy Feature	WMS Phase	Files
Item Master	01	IHMAS03F
Hub/Warehouse	01	IHMAS07F
Supplier	01	IHMAS04F, 09F
Spoke	01, 07	idmst06f_Spoke
Stock Ledger	02	Core stock
PO → GRN	03	IDRCP02F
Delivery Note	03	IDISS02F

P1 - Full WMS

Legacy Feature	WMS Phase	Files
Demand Generation	11	IHQRD01F, 02F
Price Revision	09	IDRCP07F
Substitute/Denial	13	IDISS02F
MSTC Aggregation	13	Monthly
Supplier Portal	08	Portal
Bank Guarantee	14	I3 items
Permits (Liquor)	12	LIQ forms

P2 - Enhancement

Legacy Feature	WMS Phase	Notes
Direct Operations	NEW	❌ Needs Phase
Local Purchase	NEW	⚠️ Add to scope
Non-Supply Penalty	NEW	⚠️ Add to scope
Inter-Hub Transfer	02	Transfer type

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11. Missing Features - Add to Scope

❌ Direct Module (Against Firm Demand)

## NEW Phase: Direct Operations

**Duration**: 2-3 days
**Goal**: Implement Make-to-Order flow for high-value items

### DocTypes
1. DirectBooking
2. DirectPayment
3. DirectRefund

### Flow
Spoke Booking → Advance Payment → HQ Allocation →
Supplier Delivery → Form 2 (Invoice) → Refund (if needed)

⚠️ Local Purchase

Add to Phase 03:
- LocalPurchase DocType (depot-level PO)
- Approval workflow (limited items, controlled)

⚠️ Non-Supply Penalty

Add to Phase 03 or 11:
- Track supplier delivery performance
- Calculate penalty for short/late delivery
- Reference: late_sup_penalty forms

⚠️ Spoke Credit Limits

Add to Phase 07:
- Spoke_ATOL_MTOL (Annual/Monthly Tolerance)
- Credit check before indent approval
- Suspend Spoke on limit breach

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12. Form Count Summary

Category	Legacy Forms	WMS Phases	Coverage
Security	8	Phase 00	🔄 Citadel
Masters	~50	Phase 01, 06, 07	✅ 90%
Ordering/Demand	~40	Phase 11	✅ 95%
Receipts	~80	Phase 03	✅ 85%
Issues	~60	Phase 03, 13	✅ 80%
Direct	~50	❌ NEW PHASE	❌ 0%
Reports	~100	Phase 05, Various	⚠️ 60%
Financial	~240	FNA App	🔄 Separate
Total	~630		~75%

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13. Developer Checklist

Before marking a phase complete, verify:

Phase 01: Master Data

• Item with GROUP/SUBGROUP/GENERIC hierarchy
• Liquor item flag (is_liquor)
• CASE_PACK as UOM conversion
• Soft delete with deletion_date
• Role-based item filtering (GS1-3, LIF4-6)

Phase 02: Inventory

• Stock Entry types: Receipt, Issue, Transfer, Adjustment
• Bin updates on every SLE
• Negative stock validation option
• Stock valuation (FIFO/Weighted Avg)

Phase 03: Supply Chain

• MaterialRequest from Spoke with denial tracking
• PurchaseOrder from Demand
• PurchaseReceipt (GRN) → Stock Entry
• DeliveryNote → Stock Issue
• S/D/F classification on invoice items

Phase 09: Price Revision

• MRP, Legacy ERP_PRICE, Discount tracking
• Price history table
• PRC workflow with escalation rules

Phase 11: Demand

• Sufficiency calculation from MSTC
• Demand types: Normal, Liquor, Leh
• Review/Blocking factor parameters
• BG qty for I3 items
• Demand → PO conversion

Phase 13: Substitute/Denial

• Invoice item classification
• MSTCSummary monthly aggregation
• Denial ratio report
• Feed into Demand demand

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14. Cross-Reference: Legacy Tables to WMS

Legacy Table	WMS Table	Primary Key
ITEM_MST	item	item_code
GROUP_MST	item_group	name
SUB_GROUP_MST	item_group	name
HUB_MST	depot	depot_code
LOCATION_MST	warehouse	warehouse_code
SUPPLIER_MST	supplier	supplier_code
Spoke_MST	urc	urc_code
PO_HDR	purchase_order	po_no
PO_DTL	purchase_order_item	(fk)
RECEIPT_HDR	purchase_receipt	receipt_no
INDENT_HDR	material_request	request_no
INDENT_DTL	material_request_item	(fk)
Demand_HDR	prgo	prgo_id
Demand_DTL	prgo_item_detail	(fk)
ALLOCATION_HUB	in prgo_item_detail	-
INV_STS_AREA_HUB	bin	(item+warehouse)
Stock Ledger	stock_ledger_entry	auto
VOUCHER_HDR	m-ledger payment_entry	-
DB_CR_NOTE_*	m-ledger journal_entry	-
Direct_CUSTOMER_MST	❌ afd_booking	sr_num