Oracle R12 Internal Requisition and Internal Sales Order Process Flow.

This will explain the Process flow and Setup required to create Oracle Order Management Internal Sales order (ISO) from Internal requisition (IR)

What is internal sales orderA request within your company for goods or services. An internal sales order originatesfrom an employee or from another process as a requisition, such as inventory ormanufacturing, and becomes an internal sales order when the information is transferredfrom Purchasing to Order Management. Also known as internal requisition or purchaserequisition.

Oracle Purchasing usesOrder Import to transfer requisitions for internally sourcedproducts to Order Management. Once imported, the internal sales orders are processedsimilar to regular sales orders.

Note:You can create requisitions (with same number) in two different operating units.

You canpartially or fully cancelthe line quantities on internal sales orders.You can make the following attribute changes after an internal sales order has been generated:Update Scheduled Shipment DateDecrement order line quantityNote:If you cancel an internal sales order, order line, or backordered order line that is linked to an internal requisition, manually cancel the internal requisition. The order cancelProcessing issues a reminder.

Test Case Item IR Item004Assign to Inventory Org M1 and M2Create Requisition with Destination Org M1 and Source Org M2.Create Internal Sales Order in M2

1# Create Item IR Item4 , with Purchased Item as template , in Oracle Inventory Management.

2# Mark Item as Internal Order Enabled.

3# Assign Item to M1 and M2 Inventory Orgs.

4# Define Cost for Item Navigation >Costs >Item Costs

5# Update the costNavigation Costs Update Standard Costs Update Cost

6# Set the Internal Order Setup at Customer Ship To Site in Oracle Order Management.

7# Define Shipping Network setup Between M2 and M2 in Oracle Shipping.Inventory > Setup > Organization > shipping Network

8# Define Purchasing Option Setup for Internal Sales Order and defineInternal requisition Order TypeInternal requisition Order Source.in Oracle Purchasing Module

9#Create & Approve Requisition in Oracle Purchasing

Save and Approve Requisition.

10#submit Create Internal Order Concurrent program in Oracle Purchasing.

11#Submit Order Import

Query for Sales Order based on requisition Number.

12# Progress the Sales Order from Awaiting Shipping to Close.

Setup for Creating Internal Sales Orders between Operating units

There should be two Operating Unit one is Destination Organization and the other is Source Organization

1) choose responsibility: Human ResourcesPeople> Enter and MaintainEnter Last Name, First Name, Typeclick Assignment:(both Job and Position are Key flex fields)

2) choose responsibility: System AdministratorSecurity > User > Define

3) choose responsibility: Purchasing, Destination OrganizationSetup > Personnel > Buyer > defineIt is required for creating requisition and purchase order in PO.

4) Setup > Purchasing > Document Typechoose internal Requisitionmake sure 'Owner Can Approve' checked.

5) Setup > Approvals > Approval GroupsName = Executivemake sure Document Total and Account Range are defined.

6) Setup > Approvals > Approval Assignmentchoose Position (from step 1)define Document Type = Approve Internal Requisitionsand Approval Group = Executive

7) Setup > Organizations > locationdefine new location (destination location) for Internal requisition use.NameInventory organization = destination organizationShip to location = the same name as location namecheck Ship-to site and Internal Site and Receiving Site

8) Items > Master Itemsa) define Master Itemmake sure ItemPurchased = YesPurchasable = YesStock able = YesInternal Order Enabled = YesInventory item = Yes.List price = Enter the list price

b) click Special > Organization AssignmentMake sure Item assign to destination organization, source organization/warehouse

c) Setups > Inventory > CostsSet inventory cost for that item

d) Setups > Inventory > Cost UpdateRun the "update standard cost" concurrent program

9) choose resp:Order Management, Source organizationSetup > Document > DefineName = InternalApplication = Oracle Order ManagementType = automaticInitial Value =

10) Pricing > Lists > Price ListsPrice List = Corporation

11) Setup > Transaction Type > DefineOrder Type =Transaction Type Code = ORDEROrder Category = OrderOrder Work flow = Order Flow - GenericPrice List =click Assign Line FlowsOrder Type =Line type =Item Type = Standard ItemLine Flow - Generic

12) Setup > Document > AssignApplication = Oracle Order ManagementCategory = InternalSets of Books =Method =Sequence =Need to define customer location associations for both source and destination operating units

13) Choose responsibility: Order Management, Destination organization > Customer > Standardmake sure the internal customer for each destination organization connected with destinationlocation.query on Customer =choose Address .. - destination operating unit customer site address..choose Ship-to...Internal zonelocation :Organization :destination inventory organization(OE requires both a ship-to and an invoice-to for each order, even though internal order linesare not invoiced., you can make the ship-to address both a ship-to and bill-to business purposeand set the Primary flag to Yes.)

14) Choose responsibility: Order Management, Source organization > Customer > Standardmake sure the internal customer for each source organization connected with destinationlocation.query on Customer =choose Address .. - source operating unit customer site address..choose Ship-to...Internal zonelocation :Organization : source inventory organization(OE requires both a ship-to and an invoice-to for each order, even though internal order linesare not invoiced., you can make the ship-to address both a ship-to and bill-to business purposeand set the Primary flag to Yes.)

Setups - OM Customer Association - click details provide the internal organization name

15) choose responsibility: Inventory, Destination organization > On-Hand,Available > On-hand quantitychoose Item = and Sub inventory =make sure there is quantity available in source organization

16) Setup > Organizations > Shipping Networkchoose ... add the following:From = source organization, TO = Destination organization and From = Destination organization,TO = source organizationTran fer Type = In transitFOB = Receipt,Receiving Routing = StandardInternal Order Required = 'Y'.

17) choose responsibility: Purchasing, Source organizationSetup > Organizations > Purchasing Optionschoose Internal Requisition zonedefine Order type = Internal1 and Order Source = Internal

18) choose responsibility: Purchasing, Destination organizationRequisitions > Requisitionscreate an Internal RequisitionItem#=Qty=Destination Type =Organization =Location =Source =Organization =Need By date = created a requisition #approve the requisition.go to Requisition Summary and query out this requisition, make sure it has been approved.

19) choose responsibility: Purchasing, Destination organizationReport > run > run Create Internal Sales Orders

20) choose responsibility: Order Entry, Source organizationOrders, Returns > Import Orders > Order Import Request submit the report.

Alfred

SQL="SELECT v.flex_value||' - '||v.description description,v.flex_value

INTO :visible_option_value,:profile_option_value

FROM FND_FLEX_VALUES_VL v,FND_FLEX_VALUE_SETS m

WHERE m.flex_value_set_name = 'Oando Cost Centre'

AND m.flex_value_set_id = v.flex_value_set_id

AND v.enabled_flag = 'Y'

AND is_number(v.flex_value) = 1

ORDER BY v.flex_value"

COLUMN="\"Description\"(50)"