IR-ISO_23_MAY_2011

1 2009 Oracle Corporation Proprietary and Confidential

2AGENDA

Presentation approximately 45 minutes

Q&A Session approximately 15 minutes

Web attendees can ask questions via Q&A panel

Phone attendees can ask questions via Q&A panel or

phone (operator assisted)

3ATTENTION AUDIO Options

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Internal Requisition To Internal Sales Order FlowPresenters Name Sirisha Padmala & Devaraju HolenarasipurPresenters Title Principal Software Engineer

7AGENDA

Presentation approximately 45 minutes

Q&A Session approximately 15 minutes

Web attendees can ask questions via Q&A panel only

Phone attendees can ask questions via Q&A panel or phone (operator assisted)

8AUDIO INFO - Teleconference

Connect details:

- Teleconference Connect details:

- Conference ID:

- International dial in:

- List with national toll free numbers is available in

You can view this info anytime during the conference using Communicate > Teleconference > Join Teleconference

from your WebEx menu

9Q&A panel

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10

your question pop-up here


The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into

any contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decision. The

development, release, and timing of any features

or functionality described for Oracles products

remains at the sole discretion of Oracle.

Safe Harbor Statement

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Internal Requisition To Internal Sales Order FlowPresenters Name Sirisha Padmala & Devaraju HolenarasipurPresenters Title Principal Software Engineer

13

Agenda

Introduction

Setup Steps

Demonstration

New Features

Trouble Shooting

Q & A

2010 Oracle Corporation Proprietary and Confidential

14

Introduction

Internal requisition is a requisition in the Purchasing system that will directly result in the generation of a

sales order in the Order Management.

Internal Requisition/Internal Sales Order provide the mechanism for requesting and transferring material

from one inventory organization to other inventory

organization or expense location.

When Purchasing, Order Management, Shipping Execution, and Inventory are installed, they combine to

give you a flexible solution for your inter-organization

and intra-organization requests.

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Sources of Internal Requisitions

Demand for internal requisitions can come from the

following sources

Online user's request for stock items out of inventory

Inventory Replenishment Requests

Inventory generates replenishment requests

automatically using the following methods:

1) Min-Max Planning

2) Reorder Point Planning

3) Subinventory Replenishments for

Replenishment Counts

4) Kanban Replenishments

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Sources of Internal Requisitions

Oracle Master Scheduling/MRP and Supply Chain Planning generated requisitions

Master Scheduling/MRP creates requisitions for

buy' items when you release them using the Planner Workbench.

External system's requests

You can automatically import internal requisitions

from other Oracle Applications or existing non-

Oracle systems using the Requisitions Open

Interface.

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Setup Steps

Item to be used on Internal requisition should have the following flags enabled.

Purchasing -> Purchasable

Order Management -> Internal Orders Enabled

Order Management -> Internal Ordered

Order Management -> OE Transactable

Item needs to be assigned to both source and destination inventory organizations.

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Setup Steps

Create shipping network between source and destination Inventory organizations.

Navigation is as follows

Inventory responsibility -> Setup -> Organizations

-> Shipping Networks

Shipping network should be created from source to destination organization.

Transfer type can be either Direct or Intransit

Internal Order required checkbox should be checked.

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Setup Steps

When using Internal Requisition/Internal Sales Orders, it is required to create an

internal customer for each destination

organization and a customer ship-to site

for each deliver-to location within the

destination organization.

Define the same address for your customer ship-to-site as your deliver-to

location.

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Setup Steps

The Customer must be created in the Operating Unit of the Source Inventory Organization that is used on

the Internal Requisition.

Profile option PO: Legal Requisition Type should be either BOTH or INTERNAL

PO: Legal Requisition Type = BOTH

- Items can be purchased from a vendor or from on

hand inventory

PO: Legal Requisition Type = INTERNAL

- Items can only be obtained from on hand inventory.


D E M O N S T R A T I O N

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IR-ISO behavior prior to 12.1.1

Prior to Release 12.1.1, Synchronizing the changes

between Internal requisition and Internal sales order were

not available.

Its a very common requirement that the following entities

on the IR-ISO need to be synchronized.

Quantities

Dates

Cancel action

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IR-ISO Change Management in 12.1.1

Propagation of Urgent Flag on Internal requisition line to the internal sales order line as Shipment Priority.

Changes to the Requested Quantity and Need By Date of Internal requisition lines in case of both full and partial shipment scenarios.

Changes to the Ordered Quantity, Schedule Ship Date /Schedule Arrival Date of Internal sales order lines for both full and partial

shipment scenarios.

Cancellation of Internal requisition header/Line.

Full/ partial cancellation of Internal sales order/Line.

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Propagation of Urgent flag to Shipment Priority

(Setup) (N)-> System Administrator>profile>System

Query for the profile

POR: Urgent Flag on Int Req maps to shipping Priority

choose the shipment priority value as High Priority at site level.

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Propagation of Urgent flag to Shipment Priority

(Continued )

Shipment Priority indicates the urgency with which an order can be shipped to the customer.

Shipment priority enables grouping shipments into different categories of urgency and can be used as a parameter for Pick Release.

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Change on Requested Quantity/Need By Date in IR

(Setup) Disable the constraint on the Update operation on Request Date

and Ordered Quantity attributes of the Order Line.

(N)OM Resp>Setup>Rules>Security>Processing constraints

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Change on Requested Quantity/Need By Date in IR

(Setup)

(N)-> System Administrator>profile>System

Set Profile "POR: Sync up Need by date on IR with OM" to 'Yes' at site level

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Change on Requested Quantity and Need By Date in IR

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Change on Ordered Quantity, Schedule Ship Date

/Schedule Arrival Date in ISO

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Change on Requested Quantity and Need By Date on IR

even in partial Shipment

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Change on Ordered Quantity / Schedule Ship Date or

Schedule Arrival Date on ISO even in partial shipment

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Cancellation of Internal Requisition Header/Line or

Internal Sales Order Header/Line(Setup).

Ensure to Disable the constraint on the Cancel Operation on

Order header and Order Line.

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Cancellation of Internal Requisition Header/Line or

Internal Sales Order Header/Line(Continued)

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Partial Cancellation of ISO/IR

Partial cancellation of ISO:

Cancel the Internal Sales order. With Cancel Remaining Order checkbox checked, indicating that only the lines eligible with

cancellation should be cancelled. The changes would be reflected in

the Internal Requisitions.

Partial cancellation of IR:

Cancel the Internal Requisition Line. The New open Internal Order

shipment line should get cancelled.

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IR-ISO some basic troubleshooting

1. Unable to select Inventory as source type while creating a Requisition.

- Verify the item attribute Internal Orderable for Item is enabled.

2. unable to see the source Organization in the LOV.

- Ensure Shipping Network between the Source Organization and the

destination Organization is defined properly.

- set the Internal Order Required flag

3. Cannot save the internal requisition with message Destination location requires customer association prompted.

- Ensure to associate the location with the customer form in AR.

4. Create internal order is not populating the OM interface tables.

- Get the concurrent program log and database trace for the request

Create internal order program to see if the data is not imported to OM interface tables.

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Further Info & Help

Recording & Material (Doc ID 740964.1) Advisor Webcast Current Schedule (Doc ID 740966.1) Procurement Advisor Webcast Calendar [ID 1083713.1] MOS Community

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Start using your Procurement Community

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Upcoming Webcast - Procurement Advisor Webcast

Calendar [ID 1083713.1]

Date Topic Details Registration

Tuesday, June 21, 2011 at (2:00 PM Western European Summer Time, 9:00 am Eastern Daylight Time, 7:00 am Mountain Daylight Time)

Using AME (Approvals Management Engine)with PO requisition workflow

Document 1304202.1

To register ()* Webcast Material * Recording * Alternate Recording

Tuesday, July 12, 2011, 2011 at at (2:00 PM Western European Summer Time, 9:00 am Eastern Daylight Time, 7:00 am Mountain Daylight Time)

Customizing the Workflows din Oracle EBS(procurement)

To register () * Webcast Material * Recording * Alternate Recording

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IR-ISO_23_MAY_2011

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