How part-mgmt data migration impacts downstream ERP and MES integrations: lessons from recent projects

We’re planning a part management migration to Agile 9.3.6 and need to understand the downstream impacts on our ERP (SAP) and MES (Siemens Opcenter) integrations. The migration involves 35,000 part records with extensive attribute mappings that feed into manufacturing and procurement systems.

I’m concerned about integration cutover planning and how to manage the transition without disrupting production. Our ERP integration pulls part master data, BOMs, and engineering changes from Agile. The MES integration relies on work instruction attributes and manufacturing specifications stored in Agile part records.

What attribute mapping challenges should we anticipate? How have others handled integration cutover during major part data migrations? I’d especially value hearing lessons learned from projects where the migration impacted real-time manufacturing operations.

Consider the impact on procurement and supplier management. If part numbers change during migration, or if supplier part associations aren’t preserved correctly, you’ll have purchasing problems immediately. We created a part number cross-reference table that mapped old part numbers to new Agile part numbers, then shared this with procurement and suppliers before cutover. This prevented order disruptions.

Don’t underestimate the validation effort. After part migration, we discovered that 8% of parts had attribute values that didn’t meet ERP validation rules. The migration import succeeded in Agile, but when the integration tried to push those parts to SAP, they failed. We should have run ERP validation rules against the migration data before importing to Agile. This would have caught issues earlier and prevented integration errors.

From an operations perspective, the MES integration is your highest risk. Shop floor systems need accurate work instructions, specifications, and BOM data in real-time. Any gap or error in part data can halt production lines. We implemented a cutover validation phase where we ran test production orders through the new Agile-MES integration before going live. This caught several attribute mapping issues that would have caused production delays.

Based on managing several part management migrations with complex ERP and MES integrations, here are the key challenges and lessons learned:

Attribute Mapping Challenges

The most common and impactful challenges:

Data Type Mismatches: Your legacy system might store manufacturing lead time as text (“5 days”), but SAP expects an integer (5) with a separate unit of measure field. During migration, you must transform these attributes to match downstream system requirements.

Example transformation needed:

  • Legacy: LeadTime = “5 days”
  • Agile: LeadTimeDays = 5, LeadTimeUOM = “Days”
  • SAP expects: LEAD_TIME (integer), UOM (code)

Create a comprehensive attribute mapping matrix:


Source Attribute → Agile Attribute → ERP Field → MES Field → Transformation Rule
LegacyPartNum → PartNumber → MATNR → PartID → Direct mapping
MfgLeadTime → LeadTimeDays → LEAD_TIME → ProdLeadTime → Extract integer
WorkCenter → MfgLocation → ARBPL → WorkCenterCode → Lookup table conversion

Missing Required Attributes: ERP and MES systems often have mandatory fields that weren’t required in your legacy PLM. During migration, you must either:

  • Populate with default values (document the business rule)
  • Derive from existing data (e.g., calculate unit cost from total cost and quantity)
  • Obtain from supplementary data sources

We encountered this with SAP’s Material Type field, which was mandatory but didn’t exist in the source PLM. We created a classification rule based on part number prefixes to assign appropriate material types.

Multi-System Attribute Dependencies: Some attributes feed multiple downstream systems with different requirements. Manufacturing routing information might need to be in Agile for MES consumption but also summarized differently for ERP costing. This requires careful design of Agile’s attribute structure to satisfy both integrations.

Custom Attributes and Extensions: If your integrations rely on custom Agile attributes, ensure these are recreated in the new environment before migration. We’ve seen cases where custom attributes weren’t migrated, breaking integration mappings that referenced them.

Integration Cutover Planning

A structured cutover approach minimizes disruption:

Phase 1: Pre-Cutover Preparation (4-6 weeks before)

  • Freeze integration configuration changes
  • Create integration test environment mirroring production
  • Migrate sample part data to test Agile instance
  • Validate test integrations with sample data
  • Document all integration endpoints and data flows
  • Identify critical parts that cannot have data gaps (A-items, production-active parts)

Phase 2: Parallel Run (2-3 weeks) Run both old and new PLM systems simultaneously:

  • Configure dual integration feeds (legacy PLM → ERP/MES and Agile → ERP/MES)
  • Implement data reconciliation checks to compare outputs
  • Monitor for discrepancies in real-time
  • Maintain change synchronization between systems

This approach requires additional infrastructure but provides safety net. For your 35,000 parts, focus parallel run on:

  • 100% of active production parts (A and B items)
  • 50% sample of C items
  • All parts with recent engineering changes

Phase 3: Cutover Weekend Execute final migration and integration switch:

Friday Evening:

  • Complete final part data migration to Agile
  • Run comprehensive validation queries
  • Execute integration smoke tests
  • Verify critical part attributes in downstream systems

Saturday:

  • Disable legacy PLM integrations
  • Enable production Agile integrations
  • Monitor integration logs continuously
  • Execute test transactions in ERP and MES
  • Validate BOM explosions and work order creation

Sunday:

  • Run production validation scenarios
  • Test end-to-end flows (engineering change → ERP update → MES work instruction)
  • Prepare rollback plan if critical issues found

Monday Morning:

  • Hypercare support mode
  • Real-time monitoring of integration queues
  • Rapid response team for integration issues

Lessons from Real Projects

Lesson 1: Integration Testing Must Include Business Scenarios Technical integration tests (“Does the API call succeed?”) aren’t sufficient. Test complete business processes:

  • Create engineering change in Agile → Verify change propagates to ERP → Confirm MES receives updated work instructions
  • Release new part in Agile → Verify part appears in SAP → Confirm procurement can create purchase requisition

We discovered integration issues only during business scenario testing that passed technical API tests.

Lesson 2: Attribute Validation Before Migration Validate part attributes against downstream system rules before importing to Agile:

-- Example: Validate part numbers meet SAP format requirements
SELECT part_number, 'Invalid SAP format' as issue
FROM staging_parts
WHERE LENGTH(part_number) > 18  -- SAP MATNR limit
   OR part_number NOT REGEXP '^[A-Z0-9-]+$';  -- SAP allowed characters

Run these validation queries against staging data, fix issues before Agile import. This prevented 2,500 parts from failing ERP integration in our project.

Lesson 3: MES Integration Requires Manufacturing Input Manufacturing engineers must validate work instruction attributes. We had technically correct migrations where attribute values were preserved, but manufacturing couldn’t use the parts because work instruction formatting was lost or attribute semantics changed.

Conduct manufacturing validation sessions:

  • Show sample parts in new Agile system
  • Have engineers verify work instructions are usable
  • Test actual MES consumption of part data
  • Confirm shop floor displays show correct information

Lesson 4: Supplier Integration Often Overlooked If suppliers access Agile for part specifications or have integration feeds, coordinate with them:

  • Provide advance notice of migration and any part number changes
  • Share updated part cross-reference tables
  • Test supplier portal access post-migration
  • Verify supplier integration endpoints still function

We had a supplier integration failure that delayed production because supplier systems couldn’t find parts under new Agile part numbers.

Lesson 5: Phased Cutover by Product Line For very large migrations, consider phased cutover by product family:

  • Week 1: Migrate and cutover Product Line A parts
  • Week 2: Migrate and cutover Product Line B parts
  • Week 3: Migrate and cutover remaining parts

This limits blast radius if issues occur and allows learning from early phases. We used this for a 50,000+ part migration across multiple manufacturing sites.

Practical Recommendations for Your Project

Given your scope (35,000 parts, SAP ERP, Siemens MES):

  1. Create comprehensive attribute mapping matrix covering Agile → SAP and Agile → MES
  2. Build validation queries that check part data against both SAP and MES requirements
  3. Plan 2-week parallel run focusing on active production parts
  4. Schedule cutover during planned production downtime if possible
  5. Establish 24/7 support coverage for first week post-cutover
  6. Prepare rollback plan with detailed steps and decision criteria
  7. Conduct manufacturing validation sessions before cutover
  8. Test complete business scenarios, not just technical integration calls

The integration complexity typically doubles the overall migration effort. Budget accordingly and don’t underestimate testing requirements. Our most successful migrations allocated 40% of project time to integration validation and cutover activities.