COUNTDOWN
TO
GO-lIVE
ERP
SERVICE UPDATES
Newsletter
APRIL 2025
SEE WHAT TESTERS ARE SAYING
SERVICE BRANCHES
CANADA
SERVICE HUBS
We have been testing the our
business processes and systems
during our 5-week User Acceptance
Testing (UAT) event.
As we wrap up our testing phases,
we will start sharing our findings with
you through our “Office Hours” and
“Classroom Training” initiatives.
In these sessions, we will
demonstrate various topics and
processes while also addressing any
questions you may have.
Service Branches
Service Hubs
Service Branches will begin with learning
sessions, Oracle+ Office Hours.
Training & Events
Service Hubs start with classroom training
before accessing a practice environment.
Commercial Service (Dusties & NPD)
will begin learning in May.
If you haven't received any information about these sessions, please check
with your manager. With only about 90 days left until Go-Live, we will begin
our learning journey soon!
Blackouts: Don’t Get
Left In The Dark
Let’s stay alert to a few upcoming blackouts.
Since dates can sometimes change, be sure
to check these details for every
communication.
Here are a few until Mid June:
- Customer Master: 5/16 - No New /
Changes to Existing Customer Data - BOMs/Item Structures: 6/1 - OB, Gardner,
Service Hub Items* (Includes NPD & Parts) - Service Attributes & Min/Max Levels: 6/1 -
No changes, hold all requests - All Remaining Item Master/BOM: 6/15 -
Requests including NEW Items, Parts, - Cost Updates for items held in AX/Oracle:
6/16 - All Items are locked, which means
costs are locked, no changes to BOMs,
packaging, etc. - NST Product Sales Order Entry & Branch
Sales - 6/20 - Order Entry to Quality
Calibration for NST Orders - ASC Warranty Claims: 6/20 - No Warranty
Claims can be entered into the system.
Connect will not allow this function. - Transfer Orders of TOs: 6/21 - Creation &
Outbound Shipping DC .
Branch/Hub/Gardner/MFG - Transfer Orders of TOs: 6/21 - Creation &
Outbound Shipping Branch/Hub >
Branch/Hub/DC
Changes You Should Know About
Return Policy: Branches and Canada Returns
Return Policy📦
At Go-Live, our return acceptance policy will remain unchanged.
In the future, we will enhance our control over returnable items and will no longer allow non-returnable
goods to enter our hubs.
Systems/Tools: Oracle + Connect and One Point:
Returns are done in AX today and will be done in Connect+ tomorrow except for branches who will do
them in One Point.
New attributes in Oracle will allow Connect+ to pass information back and forth, controlling which
options are presented on the front end and controlling a workflow with permissions tied to Connect
platform.
What does this change mean?
🔍Overall, we will have improved visibility and management of the entire return process, including
exception workflows.
⚙️✨This means that, based on specific rules and eligibility criteria, we will be able to automate
exceptions rather than always requiring approval.
Service Transfer Orders
What's the change?
Today we use term PK for transfers. Tomorrow if talking to DCs, 3PL or Hubs you will use IN# or GP#.
Every site will have their own prefix. What you communicate to the 3PL or DC is going to be different.
More info and guidance about this change will be provided in training.
Today's world the shipping branch creates the transfer.
Tomorrow's world, the requesting branch will create the transfer request that the shipping branch will
fulfill.
Important Dates:
More information coming
- WE ARE MOVING TO ORACLE!
- WE NEED TO PACK UP OUR DATA AND OTHER IMPORTANT
THINGS AND START MOVING THEM TO oRACLE.
THIS MEANS: Systems will be temporarily OFFLINE,
affecting EVERYTHING FROM customer orders and
shipping TO SERVICE.
- Data migration from AX to Oracle will pause many
business operations. - Adjust activities to occur before or after the July 7th
go-live date. - All transactions, including inventory receiving and
employee orders, will stop during this period. - Oracle's launch on July 7th is vital for achieving the
North American 20BY30 goal, enhancing business speed
and agility.
manufacturing/ Facilities / Maintenance:
- Employee Orders: 4/1 - 9/1
- Customer Master: 5/23 - 7/7
- No Charge Orders: 6/1 - 7/7
- BYH Items Create or Change: 6/1 - 7/7
- Customer Master - Mexico: 6/6 - 7/7
- Custom Logo Sales Order Entry: 6/10 - 7/7
service:
- Employee Orders: 4/1 - 9/1
- Customer Master: 5/23 - 7/7
- change to bill of materials (boms)
- for ob, gardner, and service hubs: 6/1
- service attributes, min/max levels: 6/1
training details
INSTRUCTOR LED TRAINING:
training INVITATIONS WILL BE SENT
IN mid-april
training will begin may
BEGIN WITH E-lEARNING
JOIN LEARNING SESSIONS OFFERED
SUCH AS ORACLE HOUR.
prc100:
procurement
navigation &
concepts
Training for teams that
place purchase requests
for production, MRO or
expenses non-stock items
inv100:
inventory
navigation &
concepts
Training for teams that
manage receiving, shipping,
cycle count, inventory
movement, looking up on-
hand inventory
mfg100:
oracle
manufacturing
navigation &
concepts
Training manufacturing team members
cos100:
costing
navigation &
concepts
Training for teams
involved in costing
om100:
order
management
NAVIGATION &
CONCEPTS
Training for teams that
manage sales orders
pln100:
demand
management
navigation &
concepts
Training on demand planning process
pln100:
demand
management
navigation &
concepts
Training on demand planning process
E-Learning enables users to learn Oracle at
their own pace.
Here's how it works:
- Users have control over the learning
speed. - Visual instructions, audio, and closed
caption options are provided. - Users can navigate through the content at
their preferred pace.
Each course outlines specific objectives and
includes a knowledge check at the conclusion.
OUR TRAINING INCLUDES THE
FOLLOWING
ElEARNING COURSES: BEGIN LEARNING THE BASICS OF
NAVIGATION, ORACLE TERMINOLOGY
OFFICE HOURS: WE’LL HOST SESSIONS FOR YOU TO WATCH
PROCESSES, ASK QUESTIONS, LEARN SYSTEM. “oRACLE HOUR”
vIDEO/DEMONSTRATIONS: MANY VIDEOS ARE HOSTED ON OUR
LEARNING PAGES TO REVIEW
HANDS-ON PRACTICE: iN-SYSTEM PRACTICE WILL ALLOW YOU TO
LEARN THE SYSTEM
WORK INSTRUCTIONS & JOB AIDS: WILL HELP YOU WITH STEP-BY-
STEP INSTRUCTIONS
must be completed prior to april’s
instructor led training
Make sure you get up to speed with basic
navigation or terminology by completing
your eLearning courses.
START LEARNING WITH E-LEARNING
service updates
February 2025
▶ Click the above images to view. (1-min videos/ea)
July 7th, 2025
Starting in April, we will be training users for our Oracle+ Go-Live which includes our
new ERP (Oracle), Connect+ (Order Entry Portal), and OnePoint (Service POS).
However, you can begin LEARNING by reading our communications, attending learning
sessions and more!
Training invitations will be sent in late March/ early April. Training will begin in April. We will be publishing links to get started
with our eLearning modules.
💥oracle‘s next milestone💥
We will be starting our last testing event in March.
This event will last 5-weeks. After the testing is
complete, we will then begin training.
You will get your training invites sometime in late
March / early April. Please make it a priority to:
-Visit the SharePoint Site
-Complete any eLearning
-Join any learning sessions
-Read emails/communications
We continue to post process spotlights to
familiarize team members with how our
processes will be laid out in some of our new
systems.
Starting July 7th, OnePoint will be our system
at our US and Canadian Branches, similar to a
POS system.
Interested in learning more?
Reach out to
Amie Frew for Canadian Branch Training
Jean Caputa for US Branch Training
Cody Nance for Service Hubs
We will be hosting Q&A Sessions regarding
our new processes in the coming weeks.
at the conclusion of this event
we will be in a position to begin
our go-live activities: training,
move data, prepare for go-live
milestone
user acceptance testing
Message from Leadership
July 7th, 2025 Go-Live: Please watch the above video and remember the following:
1) Raise your hand if you've got questions.✋
2) Attend any learning opportunities or trainings. 📅
3) Read your emails ✉
***We are sharing important info regarding what you need to know and what we need you to do
prior to Go-LIve.***
countdown to oracle erp go-live
THIS NEWSLETTER
Message from Tim Albrecht regarding the importance of Oracle as our foundation for 20BY30
Begin learning, join an office hours
session and start with our eLearning
courses.
March to April will be our last testing event. After we will begin training.
Inside
Please NOTE: For those who work today in AX and our Maintenance Team members who use FIXX the below is for you. We want
to continue to share info regarding this transformation for all team members.
The Oracle system is crucial for our scalable growth and part of our
20BY30 plan, as it will unify our facilities under one system,
standardizing processes and reports. Although implementing a new
system can be challenging, it's important to seek clarification and
take advantage of available training. Asking questions is vital for
learning, and I believe our team will successfully launch Oracle. Let's
engage, learn, and contribute to this achievement as we prepare for
the upcoming training sessions!
In January we sent our Kickoff Communication.
see below if you missed it.
we recently distributed an All Milwaukee Tool email
featuring a message from our group president, Tim Albrecht.
Please NOTE: For those who work today in
AX and our Maintenance Team members
who use FIXX the below is for you. We want
to continue to share info regarding this
transformation for all team members.
Team, take a moment to view the message from Tim Albrecht, Group President, by clicking the image above.
We are entering an exciting phase, and there is much to accomplish in preparation for our July 7th Go-Live.
It’s crucial that we prioritize learning the new system. Scroll to our eLearning page to watch some of our
learning modules. Engaging with these resources will enhance your understanding of Oracle.
Additionally, you should join an Oracle Hour Session to learn about upcoming business processes changes
and new terminology that will be used. Information regarding who to contact is found on this site.
If you’re in AX today - this will be very beneficial to get a jump start on how your day-to-day job will change.
Lastly, Training invites will be sent in April. Start learning today.
- KINDLY SHOW PATIENCE TOWARDS TEAM MEMBERS WHO ARE BALANCING
TESTING TASKS ALONG WITH THEIR REGULAR RESPONSIBILITIES.