Oracle Training Labs:

Internal Requisition
Across Operating Units
E-Business Suite R 12

The following lab is designed to demonstrate the process of
creating an Internal Requisition across two Operating Units
of an Organization.

James Spaith
October 2008


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Table of Contents

Introduction.................................................................................................................................... 4
1. Create an HR Record for a Purchasing User ............................................................................ 5
2. Associate the HR Record with a system user name ................................................................. 5
3. Define the new Purchasing User as a buyer. ............................................................................ 5
4. Confirm Owner Approval of Internal Requisitions is enabled. ................................................... 5
5. Confirm that Approval Groups exist and have parameters defined........................................... 5
6. Confirm that the users Position permits approvals ................................................................... 6
7. Define new location (destination location) for Internal requisition use. ...................................... 6
8. Create an Item to be Internally Requisitioned............................................................................ 6
9. Receive Quantity of the new Item into Inventory ....................................................................... 6
10. Create a Document Type for the Internal Order ...................................................................... 7
11. Add the new Item to the Corporate Price List .......................................................................... 7
12. Create a new Internal Order type............................................................................................. 7
13. Assign the new document to a Set of Books ........................................................................... 7
14. Connect the internal customer for the destination organization to the destination location. 8
15. Connect the internal customer for the source organization to the destination location. ....... 9
16. Create the Shipping Network between the two organizations ................................................. 9
17. Create a new Internal Requisition type with your Order Type.................................................. 9
18. Create the Requisition ........................................................................................................... 10
19. Confirm that the correct executable is associated with the Create Internal SO Process ...... 10
20. Run the internal order process .............................................................................................. 11
21. Import the Order .................................................................................................................... 11



3
Document Change History

Event Person Date
1. Initial Document
Creation
Edgar Arroyo 2004
2. Updates for
Release 12
James
Spaith/Rodrigo
Castro
October 2008
3. Formatting
changes
James Spaith January 2009


4
Introduction

The following lab is designed to demonstrate the process of creating an Internal Requisition
across two Operating Units of an Organization.

The requirements for using the lab are:
1. Access to an Oracle Vision Demo Instance. Although any test environment can be used,
all the examples reference entities within a Vision Demo instance.
2. Oracle SQL*Plus or Oracle SQL Developer. These are free downloads from the Oracle
Technology Network (OTN) website: (http://otn.oracle.com). Click the Downloads link to
access all downloads.
3. Oracle SQL*Net Client. This is a free download from the Oracle Technology Network
website as part of the Oracle Client software. This is needed by SQL*Plus and SQL
Developer to connect to an instance. SQL*Net Client is automatically installed when you
install SQL*Plus.

The lab will take you through several initial setup steps, including creating a user, granting that
user certain rights, creating tax documents, etc. You may start working in the lab at any point
where you are comfortable that these required setups exist in the system you are working with.

The following is a description of the Source and Destination Organizations. This information will
be referred to throughout the document.


DESTINATION INFORMATION
INVENTORY ORGANIZATION M1 - SEATTLE MANUFACTURING (ORG_ID =207)
OPERATING UNIT VISION OPERATIONS (ORG_ID = 204)
LOCATION/DELIVER-TO LOCATION AT&T INTERNAL (LOCATION_ID = 2663)


SOURCE INFORMATION
INVENTORY ORGANIZATION D1- SINGAPORE DISTRIBUTION CENTER (ORG_ID = 229)
OPERATING UNIT SINGAPORE DISTRIBUTION CENTER (ORG_ID = 229)


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1. CREATE AN HR RECORD FOR A PURCHASING USER

Choose Responsibility: Human Resources, Vision Enterprises

(N) People>Enter and Maintain
Last Name = <Your Last Name>
First Name = <Your First Name>
Type = Employee
Action = Create Employment
SSN = any numbers in the format XXX-XX-XXXX

Click the Assignment Button:
Organization = Vision Operations - HR org
Job = DIR300.Director
Position = PDR810.PRODUCTION DIRECTOR
Save
(Both Job and Position are Key flexfields)
Table: per_people_f, per_assignment_f

2. ASSOCIATE THE HR RECORD WITH A SYSTEM USER NAME

Choose Responsibility: System Administrator

(N) Security>User>Define
User Name = <your login name>
Person = <as created above>
Save
Table: fnd_user

3. DEFINE THE NEW PURCHASING USER AS A BUYER.

Choose Responsibility: Purchasing, Vision Operations (USA)

The user must be defined as a Buyer for creating requisitions and purchase orders.
(N) Setup>Personnel>Buyer
Click Add
Add the new employee created in step 1
Save
Table: po_agents

4. CONFIRM OWNER APPROVAL OF INTERNAL REQUISITIONS IS ENABLED.

(N) Setup>Purchasing>Document Type
Choose internal Requisition
Make sure 'Owner Can Approve' is checked.
Table: po_document_types

5. CONFIRM THAT APPROVAL GROUPS EXIST AND HAVE PARAMETERS DEFINED.

(N) Setup>Approvals>Approval Groups
Query for Name = Executive
Make sure Document Total and Account Range are defined.
Note: if the form does not allow for query, close it and reopen it. Query (press F11 or the
flashlight) before clicking anywhere on the form. This behavior is explained in Metalink Note
#604527.1, Approval Group Form Does Not Allow Enter Query Mode

Table: po_control_rules, po_control_groups

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6. CONFIRM THAT THE USERS POSITION PERMITS APPROVALS

(N) Setup>Approvals>Approval Assignment
Choose Position = PDR810.PRODUCTION DIRECTOR (from step 1)
Query for Document Type = Approve Internal Requisitions and Approval Group = Executive
Table: po_position_controls, po_control_functions

7. DEFINE NEW LOCATION (DESTINATION LOCATION) FOR INTERNAL REQUISITION USE.

(N) Setup>Organizations>Location
Name = AT&T INTERNAL
Other Details Tab: Inventory organization = M1-Seattle Manufacturing - destination organization
Shipping Details Tab: Ship to location = AT&T INTERNAL - the same name as location name
Check the boxes for Ship-to site, Internal Site and Receiving Site
Save
Table: hr_locations

8. CREATE AN ITEM TO BE INTERNALLY REQUISITIONED

a) Create the Item
(N) Items>Master Items
Item Name: xxxIntReq (where xxx are your initials)
Description: Internal Requisition Item
Inventory Tab: Stockable = Yes; Inventory item = Yes.
Purchasing Tab: Purchased = Yes; Purchasable = Yes
Order Management Tab: Internal Order Enabled = Yes
Save
Table: mtl_system_items

b) Assign the Item to the D1 and M1 Organizations
(M) Click Tools/Organization Assignment
Assign Item# xxxIntReq to
M1 - Seattle Manufacturing - destination organization
D1 - Singapore Distribution Center - source organization
Save
Table: mtl_system_items

9. RECEIVE QUANTITY OF THE NEW ITEM INTO INVENTORY

(N) Inventory>Transactions>Miscellaneous Transactions
Organization: D1
Transaction Type = Miscellaneous Receipt
Click Transaction Lines button
Item = xxxIntReq
Subinventory = Stores
Quantity = 50
Unit of Measure = Ea
Account: press Ctrl-L for the List of Values; type an M into the Account Alias field and press Ctrl-L
again. Select the Miscellaneous account.
Save.


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10. CREATE A DOCUMENT TYPE FOR THE INTERNAL ORDER

Choose Responsibility: Order Management, Vision Distribution (SNG)

(N) Setup>Documents>Define
Name = Internal
Application = Oracle Order Management
Type = automatic
Save

11. ADD THE NEW ITEM TO THE CORPORATE PRICE LIST

(N) Pricing Manager>Price Lists>Price Lists Setup
Query for Price List = Corporate
Make sure Currency = SNG
In the lower part of the screen, insert a row:
Item = xxxIntReq
Value = 10
Save
Table: so_price_lists, so_price_list_lines

12. CREATE A NEW INTERNAL ORDER TYPE.

(N)Setup>Transaction Types>Define
Transaction Type = 'Internal1
Transaction Type Code = ORDER
Order Category = Order
Fulfillment Flow = Order Flow - Generic
Price List = Corporate
Click Assign Line Flows button
Order Type = Internal1
Line type = Standard Line (SNG)
Item Type = Standard Item
Process Name = Line Flow - Generic
Start Date: Use todays date
Save
Table: OE_TRANSACTION_TYPES_ALL

Use the following SQL statement to observe that a new Internal Order type was created. Note that
Organization ID 229 corresponds to D1.

SQL> select price_list_id, transaction_type_id, org_id, creation_date
from oe_transaction_types_all
where org_id = 229;

13. ASSIGN THE NEW DOCUMENT TO A SET OF BOOKS

(N) Setup>Documents>Assign
Query for Application = Order Management and Category = Internal1
Ledger = Vision Distribution (SNG)
Method = Null
Sequence = Internal
Start Date: Use todays date


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14. CONNECT THE INTERNAL CUSTOMER FOR THE DESTINATION ORGANIZATION TO THE
DESTINATION LOCATION.

Responsibility: Order Management, Vision Operation (USA)

(N)Customers>Standard

In the Name Field, enter AT&T% and click Go.

Click the AT&T Universal Cards hyperlink near the bottom of the screen. (Note that AT&T
Universal Cards is Account Number 1005). From the list of addresses at the bottom of the screen,
find 5645 Main Street, JACKSONVILLE, FL 32209. Click the Details icon to the right of this
address. This will open the Site Form.

Click the Business Purposes tab. Review and if necessary update/add rows so that
1. Purpose: Bill To Location is Jacksonville (OPS) and Primary is checked
2. Purpose: Ship To Location is 13223, Bill To Location is 5682 and Primary is checked.



Click the Details icon on the Ship To line. This will open the Business Purpose Form. Near the
bottom of the screen, confirm that:
a. Internal Location = AT&T INTERNAL
b. Internal Organization = Seattle Manufacturing
Save.

tables: ra_customers, ra_addresses_all, ra_site_uses_all, po_location_associations_all

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15. CONNECT THE INTERNAL CUSTOMER FOR THE SOURCE ORGANIZATION TO THE
DESTINATION LOCATION.

Responsibility: Order Management, Singapore Distribution

Repeat the steps in Step 14 under the Order Management, Singapore Distribution responsibility.
Save.

The following SQL query will show that the association exists for both organizations.

SQL> select org_id, customer_id, location_id
from po_location_associations_all where customer_id=1005;

ORG_ID CUSTOMER_ID LOCATION_ID
204 (Vision Operation) 1005 25464 (AT&T INTERNAL)
229 (Singapore Distribution
Center)
1005 25464 (AT&T INTERNAL)


16. CREATE THE SHIPPING NETWORK BETWEEN THE TWO ORGANIZATIONS

Responsibility: Inventory, Vision Operations (USA)

(N) Setup>Organizations>Shipping Networks
Select Organization D1 Singapore Distribution; click the Find button.
Verify that the following records exist, or create them (click the New icon):
From = D1, To = M1 AND From = M1, To = D1
Transfer Type = Intransit
FOB = Receipt
Receiving Routing = Standard
Internal Order required is checked
Save.
Table: mtl_interorg_parameters

17. CREATE A NEW INTERNAL REQUISITION TYPE WITH YOUR ORDER TYPE
(Order type was created in Step 12)

Responsibility: Purchasing, Vision Distributions (SNG)

(N) Setup>Organizations>Purchasing Options
In the Document Defaults section of the form, confirm that:
a. Internal Requisition Order Type = Internal (SNG)
b. Internal Requisition Order Source = Internal
Save.

Table: po_system_parameters

The following SQL query will show the order type ID.

SQL> select order_type_id from po_system_parameters_all
where org_id = 229;


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18. CREATE THE REQUISITION

Responsibility: Purchasing, Vision Operations (USA)
(N) Requisitions>Requisitions
Operating Unit = Vision Operations
Type=Internal Requisition
Item#=xxxIntReq
Quantity=10
Destination Type = 'Inventory'
Organization = Seattle Manufacturing'
Location = 'AT&T INTERNAL'
Source = 'Inventory'
Organization = 'Singapore Distribution Center'
Need_By_date = <current date>
Save.
Note the new requisition number. Click the Approve button to approve the requisition. On the next
screen click OK to complete the approval.
Go to Requisition Summary and query out this requisition, make sure it has been approved.

This SQL query will return rows if your requisition has been successfully saved and approved.

SQL> select prh.transferred_to_oe_flag, prh.org_id,
prh.requisition_header_id
from po_requisition_headers_all prh
where nvl(prh.transferred_to_oe_flag,'N') ='N'
and prh.authorization_status = 'APPROVED'
and exists(select '&requisition_number'
from po_requisition_lines_all prl
where prh.requisition_header_id = prl.requisition_header_id
and prl.source_type_code = 'Inventory'
and nvl(prl.cancel_flag,'N') = 'N'
and nvl(prl.closed_code,'OPEN') != 'FINALLY CLOSED' );

Make sure you have rows returned for the above select statement.

19. CONFIRM THAT THE CORRECT EXECUTABLE IS ASSOCIATED WITH THE CREATE
INTERNAL SALES ORDER PROCESS

Responsibility: System Administrator

(N) Concurrent>Program>Define
Query for Executable Name = POCSOPG
Make sure this is associated with Program Create Internal Orders


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20. RUN THE INTERNAL ORDER PROCESS

Responsibility: Purchasing, Vision Operations (USA)

(N) Report>Run
Program: Create Internal Orders
This will submit a Concurrent Process.
Select (M) View>Requests and check the status of the process. It should complete with Status:
Normal.

The data will be inserted into OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL with
order_type = Internal and orig_sys_document_ref = requisition_header_id in the interface table.
It will also set the transferred_to_oe_flag = Y in PO_REQUISITION_HEADERS_ALL.

Use the following SQL queries to see that data is inserted for your requisition.

SQL> select prh.transferred_to_oe_flag, prh.org_id,
prh.requisition_header_id
from po_requisition_headers_all prh;

SQL> select order_source_id, substr(orig_sys_document_ref,1,10),
org_id,ordered_date,order_type_id
from oe_headers_iface_all;

SQL> select order_source_id,orig_sys_document_ref,
org_id,schedule_date,ordered_quantity
from oe_lines_iface_all;


21. IMPORT THE ORDER

Choose Responsibility: Order Management, Singapore Distribution

(N) Orders, Returns>Import Orders>Order Import Request.
When the Parameters window opens, leave the defaults and click OK.
Submit the report.
Check the Concurrent Program ((M)View>Requests) to make sure that the Order Import and any
children it spawns complete with Status: Normal.

Check the status of Order Import:

SQL> select order_source_id, substr(orig_sys_document_ref,1,10),
org_id,ordered_date,order_type_id, error_flag,
request_id, interface_status
from oe_headers_iface_all;

SQL> select order_source_id,substr(orig_sys_document_ref,1,10),
org_id,schedule_date,ordered_quantity, error_flag,
request_id, interface_status
from oe_lines_iface_all;

If the error_flag = Y, that means it errored out. View the report output and/or log to get more
details about the problem.

Then modify the data, reset the error_flag, request_id and interface_status, as follows. Then rerun
the Order Import process.


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SQL> update oe_headers_iface_all
set error_flag = null,
request_id = null,
interface_status = null
where org_id = 229;

SQL> update oe_lines_iface_all
set error_flag = null,
request_id = null,
interface_status = null
where org_id = 229;

SQL> commit;

View the log file from the Import Orders Concurrent Process. It will show 1 row imported if there
are no errors.