oracle r12 internal requisition and internal sales order process

7/18/2019 Oracle R12 Internal Requisition and Internal Sales Order Process

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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 our compan for goods or ser!ices" An internal sales order originates

from an emploee or from another process as a requisition# such as in!entor or

manufacturing# and $ecomes an internal sales order when the information is transferred

from Purchasing to Order Management" Also %nown as internal requisition or purchase

requisition"

Oracle Purchasing uses Order Import to transfer requisitions for internall sourced

products to Order Management" Once imported# the internal sales orders are processed

similar to regular sales orders"

Note: &ou can create requisitions (with same num$er) in two different operating units"

&ou can partially or fully cancel the line quantities on internal sales orders"

&ou can ma%e the following attri$ute changes after an internal sales order has $een generated'

pdate Scheduled Shipment ate

ecrement order line quantit

Note: If ou cancel an internal sales order# order line# or $ac%ordered order line that is lin%ed

to an internal requisition# manuall cancel the internal requisition" The order

cancelProcessing issues a reminder"

Test Case – Item * IR Item++,

Assign to In!entor Org M- and M.

/reate Requisition with estination Org M- and Source Org M."/reate Internal Sales Order

in M.

-0 /reate Item IR Item, # with 1Purchased Item2 as template # in Oracle In!entor

Management"



.0 Mar% Item as Internal Order 3na$led"

40 Assign Item to M- and M. In!entor Orgs"

,0 efine /ost for Item 5a!igation 6/osts 6Item /osts



70 pdate the cost

5a!igation

/osts

pdate Standard /osts

pdate /ost



80 Set the Internal Order Setup at /ustomer Ship To Site in Oracle Order Management"



90 efine Shipping 5etwor% setup :etween M. and M. in Oracle Shipping"

In!entor 6 Setup 6 Organi;ation 6 shipping 5etwor%



<0 efine Purchasing Option Setup for Internal Sales Order and define

Internal requisition Order Tpe

Internal requisition Order Source"

in Oracle Purchasing Module

=0/reate > Appro!e Requisition in Oracle Purchasing



Sa!e and Appro!e Requisition"

-+0su$mit 1/reate Internal Order2 /oncurrent program in Oracle Purchasing"

--0Su$mit Order Import



?uer for Sales Order $ased on requisition 5um$er"

-.0 Progress the Sales Order from Awaiting Shipping to /lose"



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 Resources

eople! "nter and #aintain

"nter $ast %ame& 'irst %ame& Type

clic( ssignment:

*both +ob and osition are ,ey -e. /elds)

0) choose responsibility: System dministrator

Security ! User ! De/ne

) choose responsibility: urchasing& Destination Organization

Setup ! ersonnel ! 2uyer ! de/ne3t is re4uired 5or creating re4uisition and purchase order in O6

7) Setup ! urchasing ! Document Type

choose internal Re4uisition

ma(e sure 8Owner 9an pproe8 chec(ed6

;) Setup ! pproals ! pproal <roups

%ame = ".ecutie

ma(e sure Document Total and ccount Range are de/ned6

>) Setup ! pproals ! pproal ssignment

choose osition *5rom step 1)

de/ne Document Type = pproe 3nternal Re4uisitions

and pproal <roup = ".ecutie

?) Setup ! Organizations ! location

de/ne new location *destination location) 5or 3nternal re4uisition use6

%ame

3nentory organization = destination organization

Ship to location = the same name as location namechec( Ship@to site and 3nternal Site and Receiing Site

A) 3tems ! #aster 3tems

a) de/ne #aster 3tem

ma(e sure 3tem

urchased = Bes

urchasable = Bes

Stoc( able = Bes

3nternal Order "nabled = Bes

3nentory item = Bes6$ist price = "nter the list price



b) clic( Special ! Organization ssignment

#a(e sure 3tem assign to destination organization& source

organizationCwarehouse

c) Setups ! 3nentory ! 9osts

Set inentory cost 5or that item

d) Setups ! 3nentory ! 9ost Update

Run the update standard cost concurrent program

E) choose resp:Order #anagement& Source organization

Setup ! Document ! De/ne

%ame = 3nternal

pplication = Oracle Order #anagement

Type = automatic3nitial Falue =

1G) ricing ! $ists ! rice $ists

rice $ist = 9orporation

11) Setup ! Transaction Type ! De/ne

Order Type =

Transaction Type 9ode = ORD"R

Order 9ategory = Order

Order or( -ow = Order 'low @ <enericrice $ist =

clic( ssign $ine 'lowsI

Order Type =

$ine type =

3tem Type = Standard 3tem

$ine 'low @ <eneric

10) Setup ! Document ! ssign

pplication = Oracle Order #anagement

9ategory = 3nternalSets o5 2oo(s =

#ethod =

Se4uence =

%eed to de/ne customer location associations 5or both source and destination

operating units

1) 9hoose responsibility: Order #anagement& Destination organization !

9ustomer ! Standard

ma(e sure the internal customer 5or each destination organization connected

with destinationlocation6



4uery on 9ustomer =

choose ddress 66 @ destination operating unit customer site address66

choose Ship@to666

3nternal zone

location :

Organization :destination inentory organization

*O" re4uires both a ship@to and an inoice@to 5or each order& een though internal

order lines

are not inoiced6& you can ma(e the ship@to address both a ship@to and bill@to

business purpose

and set the rimary -ag to Bes6)

17) 9hoose responsibility: Order #anagement& Source organization ! 9ustomer

! Standard

ma(e sure the internal customer 5or each source organization connected with

destinationlocation6

4uery on 9ustomer =

choose ddress 66 @ source operating unit customer site address66

choose Ship@to666

3nternal zone

location :

Organization : source inentory organization

*O" re4uires both a ship@to and an inoice@to 5or each order& een though internal

order lines

are not inoiced6& you can ma(e the ship@to address both a ship@to and bill@tobusiness purpose

and set the rimary -ag to Bes6)

Setups @ O# 9ustomer ssociation @ clic( details proide the internal organization

name

1;) choose responsibility: 3nentory& Destination organization ! On@

Hand&ailable ! On@hand 4uantity

choose 3tem = and Sub inentory =

ma(e sure there is 4uantity aailable in source organization

1>) Setup ! Organizations ! Shipping %etwor(

choose 666 add the 5ollowing:

'rom = source organization& TO = Destination organization and 'rom =

Destination organization&

TO = source organization

Tran 5er Type = 3n transit

'O2 = Receipt&

Receiing Routing = Standard

3nternal Order Re4uired = 8B86



1?) choose responsibility: urchasing& Source organization

Setup ! Organizations ! urchasing Options

choose 3nternal Re4uisition zone

de/ne Order type = 3nternal1 and Order Source = 3nternal

1A) choose responsibility: urchasing& Destination organization

Re4uisitions ! Re4uisitions

create an 3nternal Re4uisition

3temJ=

Kty=

Destination Type =

Organization =

$ocation =

Source =

Organization =

%eed 2y date = Lcurrent date!created a re4uisition J

approe the re4uisition6

go to Re4uisition Summary and 4uery out this re4uisition& ma(e sure it has been

approed6

1E) choose responsibility: urchasing& Destination organization

Report ! run ! run 9reate 3nternal Sales Orders

0G) choose responsibility: Order "ntry& Source organization

Orders& Returns ! 3mport Orders ! Order 3mport Re4uest submit the report6

oracle r12 internal requisition and internal sales order process

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