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(Pics) What Are The Steps Required To Setup An Internal Requisition In Purchasing? [ID 406312.1]
In this Document
Goal
Solution
References
Applies to:
Goal
What are the basic setup steps required to use the Internal Requisition Functionality?
Solution
The following steps outline the setups required, followed with an internal requisition creation example:
Responsibility: Inventory
(Ensure the responsibility has access to both the source and destination inventory organizations).
Remaining in the form, choose the Purchasing Tab - add a price if the item is to be used in iProcurement.
Uncheck the purchasing checkboxes, if the item is to ONLY be ordered from an internal source.
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Next, move to the Order Management tab, and choose the attributes:
Internal Ordered
Internal Orders Enabled
OE Transactable
Remaining in the form, with the item still present, choose 'Tools/Organization Assignments' from the top text menu.
Ensure that the item is assigned to both the Source and Destination Inventory Organizations and save.
In this example, the Item will have a destination of 'V1 - Vision Operations' and the source will be 'M1 - Seattle Mfg'.
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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
Please Note - If the Source and Destination Inventory Organizations are the same, then this step is conditionally not required. (Essentially the Item is being transferred between subinventories in the same In
Organization).
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The location created will be used to tie the Destination Location in the requisition form to the Internal Customer to be used on the Sales Order form.
Choose the Inventory Organization that will be the Source Inventory Organization
Enter 'Miscellaneous Receipt' - Choose 'Transaction Lines'
Enter the Item created and then a sub-inventory, quantity, etc...
This step is being done to satisfy the Internal Sales Order which is created, as it ensures there will be ample quantity On Hand to
perform the shipping portion of the Internal Sales Order process.
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In the new form which opened - enter the basic information for Payment Terms, Salesperson, etc..
Very Important - in the Internal Block - choose the Location which was created in Step 3
This association ties the customer to the location (Explanation will be confirmed as to why in upcoming steps)
Move to enter other pertinent information such as price list, etc, save - Close this sub-form only.
It is also recommended to create a Bill To Usage record for the new customer.
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PLEASE NOTE: The Customer must be created in the Operating Unit of the Source Inventory Organization that is used on the Internal Requisition. You can check the Operating Unit for the Source Inventory
Organization by using the following sql:
Pass in the Source Inventory Organization Code - and then ensure the Customer is created in the Operating Unit for the Source Inventory Organization.
The screen to follow shows the item price that is used when creating the Internal Requisition. This is how purchasing derives the price when creating the Internal Requisition. It uses the price for the Cost - in
Source Inventory Organization. Whatever the price is in the Source Inventory Organization used on the requisition - the price is derived. The reason is that the Sales Order is being created in the Source Org
so the price in the Source Organization must be used.
Question: Why is the Following Error message encountered : 'Destination location requires customer association.'
The reason for this error is that the code is trying to match the Location that is currently entered on the form to a
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customer, and the customer association is not found. This was done earlier in step 4. The solution to this error is to
setup the employee record to default a location that was associated with a customer (as in step 4 above) or prior to
entering the item, move to the destination section of the form and enter an inventory organization and location that is
properly assigned to a customer, followed with entry of the item.
Navigation: Reports/Run
This process is responsible for inserting data into the Order Management interface Tables. One of the fields that is inserted
is the location_id - and because Order Management uses Customers rather than locations - this is why it is mandatory to assign the Internal Location to the Customer. The location that is passed from purch
correlated to a customer so as to allow the Order Import to run successfully.
Please note that the calculate_price_flag is inserted as N into the Order Management interface tables. This means that Purchasing is going to pass the price and it will not be impacted or recalculated when im
into Order Management. This is proper functionality. We are currently tracking on Enhancement Request Bug 3095239 that would allow the use of an Internal Price List.
The following sql can be used to review the data in the oe_iface tables.
It can be used as a confirmation that the requisition has been inserted into the oe_lines_iface_all table:
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Question: How can the data for Internal Requisitions be viewed in the Order Management Module?
This is possible using the Order Management Responsibility - and navigating to Orders/Import Orders/Corrections (above)
Be sure to choose Lines first - and then choose the delete icon from the toolbar - then delete the header
Deletion of the header record will NOT delete the line - it is not a cascade delete option. If the header is deleted prior to the line - it is not possible to ever again locate the line in this form - sqlplus will have to
to remove the line.
Enhancement Bug 4966920 has been created to improve this form and add the cascade delete functionality.
Question: How can the Internal Requisition be resubmitted to the Order Management interface tables?
In the po_requisition_headers_all table there is a column 'transferred_to_oe_flag'. Setting this column to a value of 'N' followed with a run of the Create Internal Orders process will again post the requisition d
the Order Management interface tables. There are currently no options available through the Oracle Purchasing forms that allow the updating of this flag, so sqlplus would have to be used.
Question (Problem): When Running the Create Internal Sales Order Process - it completes with Success but no records are inserted into the Order Management Interface Tables?
Please ensure that Patch 4756100 has been applied to the system. When the internal requisition is created the code needs to validate that the customer was created in the Operating Unit that the Source In
Organization belongs too. Prior to this patch - the validation was only checking that a Customer Existed in the Operating Unit that the Destination Deliver To Inventory Organization belonged too rather than th
Inventory Organization. When the Create Internal Sales Order process runs, if the Deliver to Location is not tied to a Customer Ship To Site in the Operating Unit of the Source Inventory Organization used on
requisition - then it will not insert data into the oe_headers_iface and oe_lines_iface table.
Please review the previous step 5 and use the sql given to ensure that the Customer was created in the Operating Unit that belongs to the Source Inventory Organization.
VERY IMPORTANT ALSO REGARDING Create Internal Orders - In Release 12 you must make sure that you are choosing an Order Type in the Purchasing Options - that was created in the SAME operat
the Purchasing Options you are setting up.
Ex. If you are in the Germany Purchasing Options - then ensure you choose a Order Management Order Type that was created in Germany Order Management. BEWARE - The list of values for Order Type
showing Transaction Types from other Operating Units. So, if you are in Germany Purchasing Options and then choose a France Created Transaction Type - no Records will be inserted during the Create In
Orders Process. This is fixed in Release 12.1.1.
Also, remember that whatever the Source Inventory Organization that is used on the Internal Requisition - the purchasing options must be setup for that Source Organizations Operating Unit. So if the interna
requisition has two inventory organizations from different Operating Units - ensure the Purchasing Options have been setup for both of the Inventory Organizations Operating Units - as the code is going to che
Purchasing Options from the operating unit of the Source Organization to obtain the Order Type to use - as the Sales Order is going to be created in the Source Organizations Operating Unit.
Enter the parameters for the Order Import request - Choosing Source Internal and Order Reference the Requisition Number
Submit the request and confirm it completes with success
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Question: Does the Purchasing Create Internal Orders process pass flexfield values from the Purchase Requisition?
Currently, the Create Internal Orders process does not pass any values from flexfields. If there are mandatory/required flexfields setup on the Order Lines table in Order Management, a value will have to be
as a default value from some other method in order for the import process to complete successfully.
Question: Can the price be updated adjusted during the Order Import?
The calculate price flag is frozen and the price cannot be changed. This is based on the values inserted by the
Create Internal Orders process from Purchasing.
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Choosing these settings will conduct the move order transaction automatically.
Choose Concurrent and Confirm the Pick Release process has completed with success
The pick release process is responsible for moving the quantity from the sub-inventory (selected during the miscellaneous transaction earlier) for the Source Organization - to the Staging sub-inventory.
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Navigation: Shipping/Transactions
Enter the Internal Sales Order in the field 'From Order Number'
Choose Find and then move to the Delivery Tab
Next choose Ship Confirm from the actions and then the GO Button
In the new sub-form that appears - take the defaults or adjust appropriately and choose Ok
During this stage, the quantity is being transacted between the staging sub-inventory and the destination inventory organization.
Earlier, when setting up the shipping network setups, Direct was chosen - meaning the receipt will be conducted at the time of ship confirm.
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This error means that a destination sub-inventory was not entered on the Requisition form in the destination section of the form. This is visible in the requisition in step 7 of this note.
To correct this error, query the item in the item master and view the Destination Organization details of the item using the inventory responsibility.
Move to the Receiving Tab - and enter a Default Receiving Subinventory in the lower right hand corner - save
Next, still in inventory - Navigate to Transactions/Transaction Open Interface - query on the item in question
Choose 'Find' and then next to the record returned in error choose 'Submit' checkbox and save
Next run of the inventory interface transaction manager will process the record using the new default sub-inventory entered into the item's receiving tab. If using iprocurement, the default sub-inventory can be
the iProcurement preferences, and will be used when creating the requisitions, avoiding the error all together for future requisitions.
SQL Scripts:
1. The following sql confirms that the Create Internal Orders concurrent process has inserted the requisition into the Order Management Interface tables.
2. The following sql can be used to confirm the Location defined in Oracle Purchasing is tied to a Customer in Order Management. The script shows that last ten locations created in order of creation date.
3. The following sql can be used to review the requisition, sales order, and receipt number. It is offered to assist in showing the joins between the various tables.
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References
BUG:3095239 - NEED TO USE INTERNAL PRICE LIST FOR INTERNAL ORDER NOT COST
NOTE:404480.1 - Internal Sales Order Deriving Price From Item Cost Instead of Xfr Price List for Intercompany Invoice
Attachments
Related
Products
Oracle E-Business Suite > Procurement > Procurement > Oracle iProcurement
Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management
Oracle E-Business Suite > Procurement > Procurement > Oracle Purchasing
Keywords
PO_LOCATION_ASSOCIATIONS_ALL; ITEM MASTER; INTERNAL ORDER; CUSTOMER ASSOCIATION; INTERNAL REQUISITION; SETUP ORGANIZATION; SHIPPING NETWORK; SUBINVENTO
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