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THURSDAY, 18 DECEMBER 2014IR & ISO - Internal Sales Order Cycle with Setup Steps in R12.2

Definition:

Internal Requisition/Internal Sales Order provide the mechanism for requesting and transferring material from one inventory organization to other inventory organization. Below is the process flow which has to be followed in each module in order to execute Internal Sales Order:

Mandatory Setups:

Inventory Setups:

1. Create two different Locations2. Create two Inventory Organizations3. Link the Inventory Organizations into Internal Locations4. Create at least one Sub-inventory in each of the Inventory Organizations5. Define Shipping Networks6. Create Internal Item - Enable the Attributes "Internal Ordered" and "Internal Order Enabled"

Purchasing Setups:

1. Attach the Internal Order Type in Purchasing Options2. Define Document Types for Internal Requisitions3. Define Approval Hierarchies for Internal Requisitions4. Define Approval Groups and Approval Assignments5. Define the Receiving Options for the Destination Organization

Order Management Setups:

1. Create Internal Transaction Type2. Define the Document Sequence / Assignments3. Create Internal Customer

a. Attach the Order Type, Internal Location and Organization into Customer Ship To site

4. Define Shipping Parameters

Let’s see each step in detail,

STEP 1: INVENTORY MODULE

Let’s create two Inventory Organizations and two different Locations first. (You can also perform copy org from previously created org by invoking Inventory → Setup → Organization → Organization Copy → Maintain Interface) Or create a new inventory from Inventory → Setup → Organization → Organization Here we have created 2 Inventory Organizations First Inventory Org Name : FIRST INVENTORY Sub-Inventory Name: Good Down Second Inventory Org Name : SECOND INVENTORY Sub-Inventory Name: Store Room If you are creating new inventory organization then make sure you are providing all the details in Receiving Information, Inventory information, Accounting Information and Shipping Networks. If you copy the Inventory Organization from an existing Organization then system will copy all these details automatically as like as the model organization. Open the Periods in Inventory, Purchasing, and General Ledger for the current month.

Now let’s add the inventory to the location created by clicking on other details as below.

Invoking: Inventory → Setup → Organization → Location

Item Creation

Invoking: Inventory → Items → Master Items

Name: ITEM 1 Unit Price: $15 Purchasing template applied Internal Ordered Check box enabled in Order Management. Assigned to all inventory

Shipping Networks

Inventory → Setup → Organization → Shipping Networks

Now let’s input the Source and Destination Inventories to transfer the items.

Prerequisites:

From & To inventories to be mentioned Internal Order Required Checked Primary Accounts number

Save and exit the dialog box, now switch to Order Management Responsibility.

STEP 2: ORDER MANAGEMENT MODULE

Here let’s create a separate transaction type Invoking: Order Management → Setup → Transaction Type → Define Sales Document Type: Sales Order Fulfillment Flow: Order Flow generic Here I have attached Line Type from the one I previously created and assigned (Int_Sales_Transac_Line). Validate the Workflow

Document Sequence & Assign

Let’s create a new document sequence by Invoking: Order Management → Setup → Documents →Define

Here Sequence name is New SEQ and Sales Order # will be generated starting from 3600. And assign the sequence by selecting Order Management → Setup → Documents →Assign

CUSTOMER Creation

Create a new Customer by selecting Order Management → Customers → Standard I have created a new customer as PAYPAL below by filling up the Legal Address. Make sure you create the customer type as Internal not External Query again the customer and follow the below steps.

Click on details from below.

Click on details again,

Select Business Purpose tab

Click on details which indicate both Ship to & Bill to Option you created before.

Now under here in order type select the transaction type you created and fill in the Internal Location and Internal Organization respectively as below.

Save the page and switch the responsibility to Purchasing.

STEP 3: PURCHASING MODULE

Document Types:

Before proceeding further let’s make sure the document type is perfect. Invoking: Purchasing → Setup → Purchasing →Document Types Select the line Requisition Internal

And enter the below information correspondingly.

The default Hierarchy is the one which you created before for purchasing setup.

Creating Requisition:

Let’s create a REQ, Invoking: Purchasing → Requisition → Requisitions Enter the item which we created before ITEM 1

Quantity # 6 Fill up the Source and Destination inventory as below. Req # generated 4019

Approve the Requisition and query the REQ in Requisition Summary as above, after making sure the REQ has been approved run the report Create Internal Orders from View → Request → Submit a New Request → Create Internal Orders.

STEP 4: Order Import & Perform O2C CycleNow let’s switch the responsibility to Order Management and perform Order Import

Invoking: Order Management →Orders, Returns → Import Orders → Order Import Request

Select the respective Operating Unit Order Source as Internal Order Reference # 4019 (Req created before) This process will run two concurrent programs and we have to make sure if the program "Order Import Child Req 1" is completed successfully by viewing the output. Here No of orders found is 1, Imported 1, Failed 0

Now query the Internal Sales Order number in Order organizer with Order Source as Internal and Order Source Reference as "Internal Requisition Number" from Orders, Returns > Order Organizer as below.

Below the order number is generated with sequence 3600, as we updated while Document Sequencing.

In case, if error emerges and unable to pull the order number through order organizer do correction by Invoking: Order Management →Orders, Returns → Import Orders → Correction Mention the request ID from which the program ran and select find, the dialog box will prompt the error and follow the instruction for solution.

Now query the order number in sales order and perform O2C cycle.

Now if you check the On hand quantity for the First Inventory it will be displayed as below.

After performing receiving in Purchasing or Inventory responsibility, if you check the On hand quantity in SECOND INVENTORY it will be displayed as below.

Conclusion:

Hence the item from the First Inventory has been transferred to the Second Inventory respectively. The other method of transferring is use of "Inter Organization Transfer" Feature & the reason why we are using this is, IR and ISO provide us with a way to transfer material where we can introduce an approval mechanism for ordering material, and also track the transaction through documents. These features are not available in the Inter Organization Transfer utility.

Thank you ||Raja||

Posted by Raju Devaraj at 03:53 Email ThisBlogThis!Share to TwitterShare to FacebookShare to PinterestLabels: EBS Functional, Internal Sales Order, IR & ISO, Order Management

11 comments:1.

Muhammad Tariq 23 August 2015 at 04:59

Nice Article :). Good Job.

Reply

2.

Dilan Franza 4 November 2015 at 03:11

Excellent Article!!!! Thumb up!!!

Reply3.

Anonymous16 November 2015 at 18:13

Great Article! Thanks for sharing :)

Reply4.

Anonymous9 December 2015 at 00:26

Superb !!!!!!!!!!

Reply5.

Unknown 24 December 2015 at 02:11

Very Good Document which is nicely documented.

Reply

6.

Chilukuri Dayakar Reddy 28 December 2015 at 02:50

Good Document

Reply

7.

John Rathan 31 December 2015 at 04:01

Nice Document

Reply8.

Anonymous8 January 2016 at 05:57

Thanks a lot!!!

Reply9.

Anonymous23 January 2016 at 21:52

Very nice document

Reply10.

Anonymous26 January 2016 at 23:15

Excellent Document

Reply11.

Anonymous26 February 2016 at 15:06

Is there any article or configuration document for ISO process for Service/Expense items 

-- thanks

Reply

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CONTRIBUTORSVimal Richard DoyenTeam K Nikethan Reddy Suresh Kumar Mani Beena Thomas Raju Devaraj Rajesh Varma wesly manoj anand jp Doyen Techteam Archana

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