10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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AtreIR ISO process (Explained in detail)Tuesday, October 16, 2012 by Ajay Atre

Step#1 Creating the ItemInventory Super User Navigation: Items/Master ItemsEnter item name and descriptionTable affected – MTL_SYSTEM_ITEMS_B

Copy from template tools – copy from –purchased item

Ensure it is Purchased and Purchasable under Purchasing tab

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10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Ensure below attributes under Order managementCustomer Ordered and Customer Orders Enabled, Shippable, Internal Ordered, Internal Orders Enabled,OE Transactable

Organization assignmentAssigning to M1 and M2 as M1 will be the destination inventory organization and M2 will be the SourceInventory Organization.

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10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Please note hereIn the Vision Demo instance, the Purchasing and Order Management Attributes are controlled at ItemMaster level. By choosing the attributes at the item master level (V1) automatically sets these attributesfor all organizations which are assigned (ex. M1 and M2). By choosing the attributes at the Item Masterlevel they are already set for all inventory organizations assigned.

Step#2 Shipping Network CreationInventory: Navigation: Setup/Organizations/Shipping Networks

Enter the Inventory Organization that will be the Source and the scope should be From or ToOrganizationsChoose the Transfer Type:

Direct means that when the Internal Sales Order is shipped the receipt process in thedestination organization is done automatically

Intransit means that when the Internal Sales Order is shipped the destination inventory

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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organization has to manually do the receiving process in PurchasingChoose Internal Order Required checkbox Save

Please note hereIf the Source and Destination Inventory Organizations are the same, then this step is conditionally notrequired. (Essentially the Item is being transferred between subinventories in the same InventoryOrganization).

Step#3 Internal Location CreationPurchasing Super User: Setup/Organizations/LocationsThe location created will be used to tie the Destination Location in the requisition form to the InternalCustomer to be used on the Sales Order form. Purchasing does not allow the entry of a Customer therefore it passes the location to OrderManagement.During Order Import in Order Management the system locates the Customer Record to which theLocation is assigned. Associating the location to the customer record will be done in the later steps.

Assign the location to the inventory organization

Step#4 – Inventory creation using Miscellanous Transaction(Receipt) in source whsInventory: Navigation: Transactions/Miscellaneous TransactionsChoose the source inventory organization. For example M2 here, Misc receipt transaction will create aninventory for the item.Table affected – MTL_MATERIAL_TRANSACTIONS

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You can see onhand using material workbenchInventory: Navigation: On hand, AvailabilityTable affected – MTL_ONHAND_QUANTITIES_DETAIL

Step#5 Create the Internal Customer Assign the LocationOrder Management Super User: Navigation: Customers/Standard

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Add ship to and bill to

Under ship to add the location we have created, which is ORATEST_INTERNAL LOCATION

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Step#6 Item Price InformationPurchasing Super User: Items/Master Items

The price used on the requisition comes from the item costs section.To view this information Query back the item Choose from the top text menu Tools/Item Costs

Step#7 Creating the RequisitionPurchasing Super User: Navigation Requisitions/RequisitionsTable affected – PO_REQUISITION_HEADERS_ALL (segment1 is requisition number),PO_REQUISITION_LINES_ALL

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Step#8 – Requisition ApprovalBy default requisition will not get approved it will in incomplete status, you will need to define approvalin purchasing.To get this tutorial going I have defined position based approval in purchasing adding those steps

1. Operating unit parametersPurchasing Super User: Navigation – Setup, Organizations, Financial parametersUncheck the Use approval hierarchies check box

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2. Define jobPurchasing Super User: Navigation – Setup, Personnel, JobsI have defined job as TEST IR APPROVER

3. Define Approval GroupPurchasing Super User: Navigation – Setup, Approvals, Approval Group

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4. Approval assignmentsPurchasing Super User: Navigation – Setup, Approvals, Approval AssignmentsAssignments are done to job which we have defined in earlier step (TIR.TEST IR APPROVER)I am assigning the job (TIR.TEST IR APPROVER) to approval group (TEST APPROVAL GROUP)

5. Employee creation /job assignment

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Click on assignment; Assign the job to the employee

Once these steps have done you should able to approve the requisition.

Step#9 Submitting the Create Internal Orders ConcurrentRequestPurchasing Super User: Navigation Reports/Run

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Create Internal Orders will insert data into the Order Management interface TablesImportant columns inserted are

location_id Order Management uses this information to get the customer associated with thelocation

calculate_price_flag Will be N This means that Purchasing is going to pass the price and it willnot be impacted or recalculated when imported into Order Management

Create Internal Orders process does not pass any values from flexfields

Step#10 Import the Internal Sales OrderOrder Management Super User: Navigation: Orders, Returns/Import Orders/Order Import RequestTable affected – OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL

Step#11 – View the Internal Sales Order, book and reserveinventoryFind the order which was importedTable affected – OE_ORDER_HEADERS_ALL, OE_ORDER_LINES_ALLFLOW_STATUS_CODE is available in both the headers and lines tables which tell us the status of theorder at each stage.

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You can see the requisition number under others tab

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Check the ship from location

Table affected –OE_ORDER_HEADERS_ALL (FLOW_STATUS_CODE is Entered)

Book the order, once booked allocate the inventory against the order

Table affected –OE_ORDER_HEADERS_ALL (FLOW_STATUS_CODE is BOOKED)OE_ORDER_LINES_ALL (FLOW_STATUS_CODE is AWAITING_SHIPPING)WSH_DELIVERY_DETAILS (Records will be created in this table with RELEASED_STATUS=’R’ (Ready toRelease))WSH_DELIVERY_ASSIGNMENTS (Records will get created in this table also)

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Table affected – MTL_RESERVATIONS (DEMAND_SOURCE_LINE_ID is OE_ORDER_LINES_ALL.line_id)

Step#12 – Pick Confirm the ISO (Internal Sales Order)Order Management Super User: Navigation: shipping transactions

GrantsIf you are seeing the shipping transactions menu under Action is disabled

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Then setup, shipping, grants and Role definitions, grantsEnter the user name and role as upgrade Role

Pick release the orderOrder Management Super User: Navigation: shipping transactionsQuery the order and use launch pick release under actions and click go

Table affected –If Autocreate Delivery is set to ‘Yes’ then a new record is created in the table WSH_NEW_DELIVERIESDELIVERY_ID is populated in the table WSH_DELIVERY_ASSIGNMENTSThe RELEASED_STATUS in WSH_DELIVERY_DETAILS would be now set to ‘Y’ (Pick Confirmed) if AutoPick Confirm is set to Yes otherwise RELEASED_STATUS is ‘S’ (Release to Warehouse).

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Behind the scene it will submit program as Pick Selection List Generation which will pick confirm theorderIf you query back the order, you should be seeing the line status as Staged/Pick Confirmed

So as the order line status will change from awaiting shipping to picked

Step#13 – Ship Confirm the ISO (Internal Sales Order)Order Management Super User: Navigation: shipping transactionsQuery the order and click on delivery tab and then click on ship confirmTable affected –RELEASED_STATUS in WSH_DELIVERY_DETAILS would be C (Ship Confirmed)FLOW_STATUS_CODE in OE_ORDER_HEADERS_ALL would be BOOKEDFLOW_STATUS_CODE in OE_ORDER_LINES_ALL would be SHIPPED

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Click ok

Behind the scene it will submit Interface Trip Stop which will now actually reduce inventoryIf you query back the order on shipping transaction you should see the order status as shipped.If it’s shipped then you need to run the workflow background process

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Once successfully completed you shall see the order as interfaced under shipping transactions

At this point the order is shipped fully.

The next step is Sales Order was shipped from the source inventory organization (M2) and needs to bereceived into the destination inventory organization (M1).

Step#14 – Receive the ISO (Internal Sales Order)Receive the ISO in destination organizationPurchasing Super User: Navigation – Receiving, receiptsSelect the destination organization M1 hereYou can receive by requisition number or the shipment number (shipment number is nothing but thedelivery number of an order). In case if the order is shipped with multiple deliveries then suggestionwould be receive by shipment number.

Table affected –RCV_SHIPMENT_HEADERS (shipment_num is oracle delivery number, SHIPMENT_LINE_STATUS_CODEshows fully received partially received)RCV_SHIPMENT_LINES (RCV_SHIPMENT_HEADERS.shipment_header_id, to_organization_id,quantity_shipped, quantity_receivedrcv_transactions and mtl_material_transactions shows the receiving transactions

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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Check the line and click save

10/7/2015 Oracle Applications Knowledge Sharing Ajay Atre: IR ISO process (Explained in detail)

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You can cross check the receipts under receiving transactions summery

Filed under IRISO, OM, R12 having

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9 comments:

Amaresh Ashok Gangal said...

Excellent explained

January 11, 2013 at 11:54 AMRaja said...

Very well explained.The Best Article on IR ISO on internet.Kudos.

January 31, 2013 at 2:13 AMAnonymous said...

Very goodAppreciate your sharing knowledge

Venkatesh

February 13, 2013 at 5:37 PMAnonymous said...

Its very good even for Technical person to know the tables involved in IR ISO process.

April 19, 2013 at 8:55 AMAnonymous said...

Thank you, could you provide steps for IR ISO process between Discrete to OPM org.

May 22, 2013 at 12:05 AMgaurav said...

Good one...efforts can be seen on document...

June 5, 2013 at 2:29 PMAnonymous said...

Excellent....

June 12, 2013 at 2:26 PMAnonymous said...

Highly appreciated

July 10, 2013 at 3:53 AMSatya (Sipu) said...

Hi Ajay,

Much Appreciated.I have gone through many documents on IRISO, but this one is a classic one.Could you please share the accounting entries for the IRISO process please, if you have any ?

Regards,Satya

September 3, 2015 at 9:18 PM

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