This document outlines the internal material transfer (IMT) process within the same business unit for both planned and non-planned items, detailing the setup and steps required for enabling and processing internal requisitions. It includes instructions for enabling features, creating items, setting up interorganization parameters, and managing sourcing rules, as well as the specific processes for transferring materials. The document also provides a test scenario for executing an internal requisition and generating a transfer order.

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Internal Material Transfer
Under the same BU For Planned and nonplanned item
This document will illustrate the IMT Under the same BU For
Planned and nonplanned item Internal Requisition process.
providing a detailed explanation of most of the application’s
screens.

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Table of Contents
What is Internal Material Transfer ..........................................................................................................3
Quick setup without prints screens.........................................................................................................4
SET UP Print Screens................................................................................................................................6
1- Enable Internal Material Transfer Enable the Internal Material Transfer feature for Self Service
Procurement if not already enabled.........................................................................................................6
2-Create item and Enable Internal Material Transfer Enable the Internal Material Transfer feature ..........6
3- Enable supply availability details on the Configure Requisitioning Business Function page.Select the
Enable supply availability for internal transfers check box........................................................................7
4- After item creation next step is defining the Interorganization Parameters between source and
destination organizations.........................................................................................................................7
5-Create shipping method and assign to organizations on the Manage Carriers page...............................8
6- Create Transit Times between source and destination locations on the Manage Transit Times page....9
Completing The Required setup to create internal requisition for planned item ..................................10
7-Create ATP Rule..................................................................................................................................10
7.1 -Fill The ATP Rule Criteria .............................................................................................................10
7.2 -ATP Rule Assignment ..................................................................................................................11
8-Manage Sourcing Rules ......................................................................................................................12
9-Manage Assignment Set.....................................................................................................................13
Test scenario .........................................................................................................................................14

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What is Internal Material Transfer
-An internal material transfer is an automated or manual transfer request of materials within or between
organizations.
 Types of internal Transfer
 intercompany transfer (transfer between different legal entities)
 Intracompany transfer (transfer between different BU)
 Internal transfer (transfer between 2 Orgs under The Same BU)
-You can transfer material to an inventory destination or an expense destination (under the same Org)
- Internal Material Transfer generates Transfer Order (TO)
- IMT can be done for various reasons, such as Supply Request (Supply Chain Orchestration), Internal
Requisition, Min-Max Planning
Note
Internal Material Transfer can be used for Planned and
nonplanned item
-nonplanned Item Uses supply chain orchestration
-planned item uses Global Order Promising
At the next pages we will setup and process for Both of
nonplanned & Planned items

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Quick setup without prints screens
nonplanned item
1- Enable Internal Material Transfer Enable the Internal Material Transfer feature for Self Service
Procurement if not already enabled
2- Enable supply availability details on the Configure Requisitioning Business Function page. Select the
Enable supply availability for internal transfers check box
3- Create an item with these attributes and values:
Attribute Value
Transfer Order Enabled yes
Internally Transferable yes
Planning Method Not Planned
Calculate ATP no
4- Create Interorganization parameters between source and destination organizations on the Manage
Interorganization Parameters page
5- Create shipping method and assign to organizations on the Manage Carriers page
6- Create transit times between source and destination locations on the Manage Transit Times page
7- Schedule Process (Transfer Transactions from Inventory to Costing). Note: Ensure you have a default
cost profile
8- Run the Create Cost Accounting Distributions process.
Review item costs. Cost should be defined for item to be transferred.
(Note: The Source Organization priority ranking is based on the distance parameters in the
Interorganization Parameters)
running the processes of
1- Transfer Transactions from Inventory to Costing
2- Transfer Transactions from Receiving to Costing
3- Transfer Costs to Cost Management
4- create cost accounting distributions – (Review item cost and cost should be defined for item to be
transferred).
‫اللي‬ ‫االورجات‬ ‫ترتيب‬
‫منها‬ ‫نسورس‬ ‫ممكن‬
‫حسب‬ ‫علي‬ ‫بيترتب‬
‫األقرب‬

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Planned item
Same previous setup with different item attributes
Attribute Value
Transfer Order Enabled yes
Internally Transferable yes
Planning Method MRP planning
Calculate ATP yes
Additional setup for planned item only
1- Add orgs to Manage Planning Source Systems to specify Oracle
Order Orchestration and Planning as your source system
steps: Home Page >> Setup and Maintenance >> Manage Planning Source Systems >>
select OPS >>manage organization list >>add organizations (Refresh Organization List) >> Save
and Close>> Run 'Collect Planning Data' for Entity Organizations
2-Create ATP Rule
2.1 -Fill The ATP Rule Criteria
2.2 -ATP Rule Assignment
3-Manage Sourcing Rules
4-Manage Assignment Set
- Run processes of
1-Collect Planning data
2-Refresh And Start the Order Promising Server
3-Transfer Transactions from Inventory to Costing. Note: Ensure you have a default cost profile
4-Transfer Transactions from Receiving to Costing
5- Transfer Costs to Cost Management
6- Create Cost Accounting Distribution

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SET UP Print Screens
1- Enable Internal Material Transfer Enable the Internal Material Transfer feature for Self Service
Procurement if not already enabled
2-Create item and Enable Internal Material Transfer Enable the Internal Material Transfer feature
Planned Item Specific setups
Planning Method = MRP Planning or MPS Planning and Calculate ATP = Yes
note
A planned item is an item used for planning purposes. You can use planned items to create supply in Oracle
Fusion Cloud Supply Chain Planning depends on supply and demand

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3- Enable supply availability details on the Configure Requisitioning Business Function page.Select the
Enable supply availability for internal transfers check box
Steps: Home Page >> Setup and Maintenance >> Setup: Manufacturing and Supply Chain Materials
Management >> Configure Requisitioning Business Function >> Fill Data >> Save and Close
4- After item creation next step is defining the Interorganization Parameters between source and
destination organizations
Steps: Home Page >> Setup and Maintenance >> Setup: Manufacturing and Supply Chain Materials
Management >> Manage Interorganization Parameters>> Select or Create >> Fill Data >> Save and Close
Transfer Order Required Prevents Creation of Interorganization transfer from inventory management
screen

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5-Create shipping method and assign to organizations on the Manage Carriers page
Steps: Home Page >> Setup and Maintenance >> Setup: Procurement >> Manage carriers >> Fill Data >>
Save and Close

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6- Create Transit Times between source and destination locations on the Manage Transit Times page
Steps: Home Page >> Setup and Maintenance >> Setup: Procurement >> Manage Transit Times >> Fill
Data >> Save and Close
Note
At this point setup is done for non-planned item and internal transfer process can work after running the
processes of
1- Transfer Transactions from Inventory to Costing
2- Transfer Transactions from Receiving to Costing
3- Transfer Costs to Cost Management
4- create cost accounting distributions – (Review item cost and cost must be defined for item to be
transferred).
Please note that this source org that will appears while creating internal
requisition is coming from
1- inter-organization parameter for non-planned item
2- sourcing rule for planned item

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Completing The Required setup to create internal requisition for planned item
7-Create ATP Rule
N
7.1-Fill The ATP Rule Criteria

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7.2-ATP Rule Assignment
Note if your org doesn’t show on rule Assignment follow the below steps.
1. Go to Setup and Maintenance --> Manage Planning Source Systems
2. Click 'Manage Organization List' --> Refresh Organization List --> Enable the new
Organizations for collections
3. Save and Close
4. Run 'Collect Planning Data' for Entity Organizations.
5. Check whether the new Organizations are now available in Manage Sourcing, ATP rules and
Assignment Set pages.

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8-Manage Sourcing Rules
CREATE Sourcing rule for your orgs

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9-Manage Assignment Set
- Run processes of
1-Collect Planning data
2-Refresh And Start the Order Promising Server
3-Transfer Transactions from Inventory to Costing. Note: Ensure you have a default cost profile
4-Transfer Transactions from Receiving to Costing
5- Transfer Costs to Cost Management
6- Create Cost Accounting Distribution– (Review item cost and cost must be defined for item to
be transferred).

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Test scenario
Internal Requisition-Process Flow
1-Create Requisition and select source as inventory
2- Select Supply Source org note that this source org will come from
 inter-organization parameter for non-planned item
 sourcing rule for planned item
3-Submit Requisition for approval , this will automatically generate transfer order . note down that
transfer order number

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4- create Pick wave
5- CONFIRM PICK SLIP
5.1Press on pick Slip number

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7- receive transfer order on destination org