Internal_Requisition-Internal_Sales_Order

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Oracle Engineer Brownbag
Internal Requisition/Internal Sales Order
Abhiram
September 08, 2015

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Objectives
• Business Concept
• Process Demo
• Data flow
• Trouble shooting methodologies

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Agenda
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Introduction to Internal Requisition/Internal Sales Order
(IR/ISO)
Setups related to IR/ISO
Differences between IR/ISO and Inter-Org transfer
Demonstration
Trouble Shooting Techniques
Q & A
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There are 2 ways in Oracle Applications to transfer material from one organization to
another organization
1. Internal Requisitions / Internal Sales Order Cycle - In this case, destination
organization makes a formal request for the goods by creating an Internal Requisition.
This Internal Requisition request is then sent to the Source Organization, which then
treats this as a sale and creates an Internal Sales Order and ships it like any other sales
order.
2. Inter-Organization Transfer - This is a simple and easy to use one-step transaction in
Oracle Inventory to transfer goods from one organization to another.
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Definition of Internal Sales Order
• Internal Requisitions/Internal sales orders are used to transfer material from one
inventory org to another inventory org within an operating unit/across an operating
unit/across Legal entity.
• Material has to be requisitioned by an organization, called the Destination
Organization. This is the organization that creates the IR. This material will be
supplied by an organization called the Source Organization. This is the organization
that ships the ISO.
Concepts
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Introduction to Internal Sales Orders

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IR/ISO Process Overview
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Pre-requisites/Setups for IR/ISO:
• Step 1 - Creating the Item (Navigation: Items/Master Items)
Select these attributes: Customer Ordered and Customer Orders Enabled ,Shippable, Internal Ordered,
Internal Orders Enabled & OE Transactable.
• Assign the Items to both the Inventory Organizations.
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Pre-requisites/Setups for IR/ISO:
• Step-2: Define the Shipping Network
• Inventory: Navigation: Setup/Organizations/Shipping Networks
Enter the Inventory Organization that will be the Source and the scope should be From or To Organizations
Choose the Transfer Type:
• Direct - means that when the Internal Sales Order is shipped the receipt process in the destination organization is done
automatically
• Intransit - means that when the Internal Sales Order is shipped - the destination inventory organization has to manually do the
receiving process in Purchasing
• Choose Internal Order Required checkbox – Save
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• Step 3: - Create the Internal Location
Enter a Location Name - for the Internal Location. This is the location that is used as the Destination
Location & will eventually be tied to a customer
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• Step 4: - Create the Internal Customer - Assign the Location
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• Step-5: Purchasing Option
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• Step-6: Transaction Type
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Step-7: Define WMS Pick Rule
Navigation: Whse Mgmt> Setup > Warehouse configuration > Rules > Warehouse
Execution > Rules
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Introduction to License Plate Number (LPN)
• An LPN, in Oracle WMS, is any object that exists in a location and holds items. An LPN might be a
container, but it does not need to represent a physical entity. It could be as simple as a label on a
collection of items. Oracle WMS enables users to track, transact, and nest LPNs and their contents.
• Advantage of LPN is to do mass transactions. Once LPN is created any transactions
performed on LPN automatically affects all the lines/goods it holds thus
avoid multiple transactions manually for each line.
LPN functionality is available only through Oracle WMS
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Nested LPN

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LPN Contexts
• Oracle Warehouse Management system (WMS) defines a context for each LPN to denote the current
state of the LPN. Some of these contexts can be used in the WMS Rules Engine to define specialized
picking and put away rules. The table below summarizes the LPN context codes currently defined in
Oracle WMS.
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IR/ISO - Steps to be followed
• 1. Create Internal Requisition and submit for approval.
• 2. In Purchasing, run “Create Internal Orders” (Internal Requisition should be approved in order to
create internal order and inserts the data into Order Management Interface tables)
• 3. In Order Management, Run “Order Import”
• 4. Internal Sales Order will be created (other order information will be picked from the purchasing
options, Transaction types etc) and will be in Booked status (Standard functionality for Order Import
creates orders in 'Booked' status , if it should be in “Entered” status then profile option:
OM: Prevent Booking for Line Generic Holds should be set to Yes and criteria should be selected in
OM>Setup>Orders >Holds)
• 5. Run a Pick Release for your order (Order Management > Shipping > Release Sales Order )
• 6. View Task Assignments and update the Task status and Priority
• 7. Completing Task Assignments
(N) Mobile > Tasks > Directed Tasks > Outbound > Order Picking
• 8. Ship Confirm (N) Mobile > Outbound > Shipping > Quick Ship
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• Destination Organization Receiving:
1. Destination Org receiving (N) Mobile > Inbound > Receive > Int Req.
2. Load and Drop
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Demonstration

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Internal Sales Order in WMS enabled organization process flow demonstration
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Technical Overview
• Tables involved in the ISO process:
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Technical Overview
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Note: 1913250.1: 12.1.x and 12.2.x License Plate Number (LPN) Diagnostics Run from Desktop – Detailed diagnostics output related
to LPN

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Differences between Internal Sales Order and Inter-Org transfers:
Inter-organization transfer
1. No Approval process
2. Tracking is not possible
3. There is no functionality to Cancel, delete or
Return or not receive an In-transit Shipment.
(Enhancement Request bug 7168639 (CANCEL AN
INTER-ORG INTRANSIT SHIPMENTS FROM MANAGE
SHIPMENTS FORM) has been logged for this issue)
4. The inter-org cycle is more simple flow (few
steps), more user friendly and no interfaces used.
• IR/Internal Sales Order
• 1. Approval process is required
• 2. Tracking is possible
• 3. RMA is possible in IR/ISO
• 4. The IR cycle useful for more tracking, control
(IR, SO), approvals and generating pick slips
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Diagnostics
• Setup Instructions For Internal Sales Orders Across Operating Units [ID 403786.1]
• Note 423279.1 (Receiving Data Collection Script)
This diagnostic test will collect setup and transactional data for a specific internal requisition or inter-
organization transfer.
• Note 133464.1 (HTMOMSE Sales Order Diagnostic Script)
This script will collect information related to an internal sales order, its shipment lines and workflow
status.
• Oracle Warehouse Management LPN Transaction Data Collection Test (Doc ID 298052.1)
• How To Create INV Debug and MWA Log Files From WMS/MSCA Transactions (Doc ID 1400383.1)
• How To Diagnose An Intransit Shipment:Is It An Inter-Organization Transfer Or An Internal Order? (Doc
ID 826969.1)
• Note 210124.1 (FAQ: Inter-Organization and Internal Sales Order Receipts)
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Internal Sales Order concept
IR/ISO process flow
Data flow into tables
Diagnostics
What we covered today
Summary

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THANK YOU

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