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What Are the Steps Required to Setup an Internal Requisition in Purchasing

What Are the Steps Required to Setup an Internal Requisition in Purchasing

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What Are The Steps Required To Setup An Internal Requisition In Purchasing? [ID 406312.

1] Modified 29-JUL-2009 In this Document Goal Solution Type HOWTO Status PUBLISHED

Applies to:
Oracle iProcurement - Version: 11.5.1 to 11.5.10 Oracle Order Management - Version: 11.5 to 11.5.10 Oracle Purchasing - Version: 11.5.1 to 11.5.10 Information in this document applies to any platform. iProcurement - Version: 11.5 to 11.5.10

What are the basic setup steps required to use the Internal Requisition Functionality?

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). Step 1 - Creating the Item Navigation: Items/Master Items y y Enter the Item Name and Description From the top text menu - choose Tools/Copy From o Apply the 'Purchased Item' template - then Choose Done

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.

and choose the attributes: y y y Internal Ordered Internal Orders Enabled OE Transactable .Next. move to the Order Management tab.

choose 'Tools/Organization Assignments' from the top text menu.y Save the item Remaining in the form. Ensure that the item is assigned to both the Source and Destination Inventory Organizations and save.Vision Operations' and the source will be 'M1 Seattle Mfg'. the Item will have a destination of 'V1 . . In this example. with the item still present.

Step 2 .Save y .the destination inventory organization has to manually do the receiving process in Purchasing Choose Internal Order Required checkbox .means that when the Internal Sales Order is shipped .means that when the Internal Sales Order is shipped the receipt process in the destination organization is done automatically o Intransit .Create the Shipping Network Navigation: Setup/Organizations/Shipping Networks y y Enter the Inventory Organization that will be the Source and the scope should be From or To Organizations Choose the Transfer Type o Direct .

then this step is conditionally not required.Please Note .Create the Location Navigation: Setup/Organization/Locations y y y Enter a Location Name .If the Source and Destination Inventory Organizations are the same. (Essentially the Item is being transferred between subinventories in the same Inventory Organization).for the Internal Location This is the location that is used as the Destination Location The Location will eventually be tied to a customer . Step 3 .

. .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.. quantity. etc.Conduct a Miscellaneous Receipt Navigation: Transactions/Miscellaneous Transactions y y y Choose the Inventory Organization that will be the Source Inventory Organization Enter 'Miscellaneous Receipt' . Step 4 .Choose 'Transaction Lines' Enter the Item created and then a sub-inventory.

Create the Internal Customer .enter a usage . as it ensures there will be ample quantity On Hand to perform the shipping portion of the Internal Sales Order process.Choose the Find Button If it is a new customer .define the Customer appropriately in both operating units for the source and destination inventory organizations y y y y y Enter the Internal Customer Name .Assign the Location Navigation: Customers/Standard . Responsibility: Order Management Super User Step 5 .This step is being done to satisfy the Internal Sales Order which is created.choose Open and enter the address details Move to the lower half of the form .of 'Ship To' Followed by choosing the Open button in the lower right hand corner of the form .choose New from the dialog box that appears In this form .

etc. etc.enter the basic information for Payment Terms.In the new form which opened .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. save . .in the Internal Block .. y y y Very Important . Salesperson.Close this sub-form only.

It is also recommended to create a Bill To Usage record for the new customer.and call this Bill To Hit Open and enter any new information that pertains to the Bill To . y y Add a new record to the usage .

name||' which has the Operating Unit ID of '||oo.organization_code) like upper('%&INV_ORG_CODE%') and hro.organization_id = oo. Responsibility: Purchasing Super User Step 6 .operating_unit.Item Price (Informational Step .and then ensure the Customer is created in the Operating Unit for the Source Inventory Organization. Pass in the Source Inventory Organization Code .PLEASE NOTE: The Customer must be created in the Operating Unit of the Source Inventory Organization that is used on the Internal Requisition.organization_code||'has the inventory organization ID of ' ||oo.organization_id||' and is under the Operating Unit' ||hro.No Action Taken) Navigation: Items/Master Items y y y y Enter query mode using the F11 key or View/Query By Example Enter the item 'INTERNAL ITEM' in this scenario Execute the query to fetch the item Choose Tools/Item Costs from the top text menu . hr_all_organization_units hro where upper(oo. You can check the Operating Unit for the Source Inventory Organization by using the following sql: select 'The Inventory Organization ' ||oo.operating_Unit from org_organization_definitions oo.

change the Order Type to Internal Click into the Lines Region on the Item field At this point .move to that field and change it If the Location is not the internal location .look to the Destination fields .The screen to follow shows the item price that is used when creating the Internal Requisition. Step 7 .move to that field and change it to the new Internal Location .Creating the Requisition Navigation: Requisitions/Purchase Requisitions y y y y y In the Order Type Field .this information is fetched from the Employee Record If the Destination Inventory Organization is not proper . This is how purchasing derives the price when creating the Internal Requisition.

followed with entry of the item. and the customer association is not found.Submit the 'Create Internal Orders' process Navigation: Reports/Run y Single Request .'Create Internal Orders' . Approve the Requisition. move to the destination section of the form and enter an inventory organization and location that is properly assigned to a customer.Question: Why is the Following Error message encountered : 'Destination location requires customer association. This was done earlier in step 4.' The reason for this error is that the code is trying to match the Location that is currently entered on the form to a customer. Step 8 .execute the request . 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.

.This process is responsible for inserting data into the Order Management interface Tables. The location that is passed from purchasing is correlated to a customer so as to allow the Order Import to run successfully. One of the fields that is inserted is the location_id .this is why it is mandatory to assign the Internal Location to the Customer.and because Order Management uses Customers rather than locations .

It can be used as a confirmation that the requisition has been inserted into the oe_lines_iface_all table: select count(*) from oe_lines_iface_all where orig_sys_line_ref in (select requisition_line_id from po_requisition_lines_all where requisition_header_id in (select requisition_header_id from po_requisition_headers_all where segment1 = '&Requisition_Number')) .The following sql can be used to review the data in the oe_iface tables.

Question: How can the data for Internal Requisitions be viewed in the Order Management Module? This is possible using the Order Management Responsibility .it is not possible to ever again locate the line in this form .then delete the header Deletion of the header record will NOT delete the line . If the header is deleted prior to the line . PLEASE NOTE .it is not a cascade delete option.it has either been created into a Sales Order or not inserted into the tables by the Create Internal Orders program The records are viewable at this stage and can be deleted.and then choose the delete icon from the toolbar .if records are going to be deleted. .sqlplus will have to be used to remove the line. it is necessary to Delete the Lines first and then the header y Be sure to choose Lines first .and navigating to Orders/Import Orders/Corrections (above) y y y Choose an order type of Internal In Order Reference use the List of Values to locate the Requisition Number If the Requisition is not located .

Enhancement Bug 4966920 has been created to improve this form and add the cascade delete functionality. If you are in the Germany Purchasing Options .1. so sqlplus would have to be used.The list of values for Order Type is showing Transaction Types from other Operating Units. 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'.1.In Release 12 you must make sure that you are choosing an Order Type in the Purchasing Options . There are currently no options available through the Oracle Purchasing forms that allow the updating of this flag.Import the Internal Sales Order Responsibility: Order Management Super User Navigation: Orders-Returns/Import Orders/Order Import Request y y Enter the parameters for the Order Import request .the validation was only checking that a Customer Existed in the Operating Unit that the Destination Deliver To Inventory Organization belonged too rather than the Source Inventory Organization. When the internal requisition is created the code needs to validate that the customer was created in the Operating Unit that the Source Inventory Organization belongs too. VERY IMPORTANT ALSO REGARDING Create Internal Orders .ensure the Purchasing Options have been setup for both of the Inventory Organizations Operating Units . Ex.as the code is going to check the Purchasing Options from the operating unit of the Source Organization to obtain the Order Type to use .the purchasing options must be setup for that Source Organizations Operating Unit.as the Sales Order is going to be created in the Source Organizations Operating Unit.that was created in the SAME operating unit for the Purchasing Options you are setting up.no Records will be inserted during the Create Internal Orders Process.Choosing Source Internal and Order Reference the Requisition Number Submit the request and confirm it completes with success . Setting this column to a value of 'N' followed with a run of the Create Internal Orders process will again post the requisition data into the Order Management interface tables.then it will not insert data into the oe_headers_iface and oe_lines_iface table. So if the internal requisition has two inventory organizations from different Operating Units . This is fixed in Release 12. Question (Problem): When Running the Create Internal Sales Order Process . Also. So. Prior to this patch . 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. remember that whatever the Source Inventory Organization that is used on the Internal Requisition .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.then ensure you choose a Order Management Order Type that was created in Germany Order Management. 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 the requisition . BEWARE . Step 9 . When the Create Internal Sales Order process runs. if you are in Germany Purchasing Options and then choose a France Created Transaction Type .

a value will have to be defaulted as a default value from some other method in order for the import process to complete successfully. Navigation: Orders-Returns/Order Organizer y y y In the Find form enter the requisition number Choose Find and the Sales Order is presented .Question: Does the Purchasing Create Internal Orders process pass flexfield values from the Purchase Requisition? Currently. If there are mandatory/required flexfields setup on the Order Lines table in Order Management. the Create Internal Orders process does not pass any values from flexfields.which confirms the order was imported The corrections form should be used to confirm if any errors have occurred during the import if the sales order is not found .

Question: How is the Order Type being chosen? This is coming from the Purchasing Options . Question: Where is the schedule Ship Date coming from? The scheduled ship date is passed from the requisition Need By Date. Step 10 .Question: Can the price be updated adjusted during the Order Import? The calculate price flag is frozen and the price cannot be changed.choose Yes for Autocreate Delivery and Auto Pick Confirm .and adjust the ship dates to include the ship date on the order line Move to the Shipping Tab . This is based on the values inserted by the Create Internal Orders process from Purchasing.and choose the source inventory organization Enter the Internal Sales Order number .Execute Pick Release against the Sales Order Navigation: Shipping/Release Sales Order y y y Move to Inventory tab . it cannot be defaulted any differently.Responsibility Purchasing Super User Setup/Organizations/Purchasing Options.



Execute the Ship Confirm for the Sales Order Navigation: Shipping/Transactions y y y 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 . Step 11 .to the Staging sub-inventory. y 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 .Choosing these settings will conduct the move order transaction automatically.

In the new sub-form that appears .take the defaults or adjust appropriately and choose Ok .

During this stage. Step 12 . when setting up the shipping network setups.and hit find .meaning the receipt will be conducted at the time of ship confirm. Earlier. the quantity is being transacted between the staging sub-inventory and the destination inventory organization.choose transactions . Direct was chosen .Confirm the Quantity is Delivered on the Requisition Responsibility: Purchasing Super User Navigation: Receiving/Receiving Transactions Summary y y Choose the Destination Inventory Organization Change the source to Internal and enter the Item Number .

why? Error: Default sub-inventory is not defined in the destination organization Action: Either the transfer sub-inventory should be populated or a default sub-inventory should be setup for the destination organization using the inventory forms.save Next. If using iprocurement.The transactions are displayed. Question: Sometimes the following error occurs. query the item in the item master and view the Destination Organization details of the item using the inventory responsibility. This error means that a destination sub-inventory was not entered on the Requisition form in the destination section of the form.Navigate to Transactions/Transaction Open Interface .and enter a Default Receiving Subinventory in the lower right hand corner . To correct this error. y y y Move to the Receiving Tab .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 subinventory entered into the item's receiving tab. the default sub-inventory can be . still in inventory . This is visible in the requisition in step 7 of this note.

ooh.customer_name) customer_name FROM hr_locations_all hl.customer_id AND ood. and will be used when creating the requisitions.line_number so_line_num.receipt_num. .ship_to_site_flag. It is offered to assist in showing the joins between the various tables. Receiving. The script shows that last ten locations created in order of creation date.order_number sales_order.line_num. hl. SELECT porh. avoiding the error all together for future requisitions.transaction_type FROM oe_order_headers_all ooh. and receipt number. The following sql can be used to review the requisition.organization_id. rcv. rtrim(rc.location_id = hl. SELECT rtrim(hl.location_id AND rc. select count(*) from oe_lines_iface_all where orig_sys_line_ref in (select requisition_line_id from po_requisition_lines_all where order_source_id = 10 and requisition_header_id in (select requisition_header_id from po_requisition_headers_all where segment1 = '&Requisition_Number')) 2. po_system_parameters_all posp. hl. ood.organization_id AND rownum < 10 order by hl.organization_id(+) = pla.organization_code. SQL Scripts: 1. porl.location_id. po_location_associations_all pla. po_req_distributions_all pord. ool. delivers all table data for Purchasing. po_requisition_headers_all porh. which when executed for the Internal Sales Order. pla. po_requisition_lines_all porl. org_organization_definitions ood. Note 224341.creation_date desc. ra_customers rc WHERE pla.location_code) location_code.1 supplies an excellent diagnostic script to verify all setups are complete for Internal Requisition creation. pla.receiving_site_flag. rsh. Suggested Debugging Actions: 1. pord.customer_id(+) = pla. Inventory and Order Management.distribution_num. hl. oe_order_lines_all ool. Note 133464.segment1.1 delivers the omse11i.sql script. The following sql confirms that the Create Internal Orders concurrent process has inserted the requisition into the Order Management Interface tables. 3. 2. The following sql can be used to confirm the Location defined in Oracle Purchasing is tied to a Customer in Order Management.customer_id.set in the iProcurement preferences. sales order.

order_source_id --instead of hardcoding to 10 AND porh.01 KB) image20.jpg (52.37 KB) image24.91 KB) image11.jpg (56.order_source_id = posp.rcv_shipment_headers rsh.org_id = posp.jpg (58 KB) image3.jpg (57.jpg (49.jpg (60.req_distribution_id AND rcv.98 KB) image21.header_id = ooh.19 KB) image6.jpg (50.jpg (55.requisition_header_id AND porl.header_id AND ool.shipped_quantity > 0 AND ool.jpg (43.96 KB) image4.05 KB) image2.jpg (29.org_id = posp.19 KB) image8.61 KB) image19.33 KB) .jpg (43.3 KB) image18.jpg (61.requisition_header_id = ool.82 KB) image22.jpg (56.distribution_id = rcv.org_id AND porh.42 KB) image13.source_document_id AND porl.jpg (48.requisition_header_id = porl.76 KB) image5.86 KB) image14.shipment_header_id AND ooh.orig_sys_line_ref not like '%OE_ORDER_LINES_ALL%' AND ool.jpg (56.jpg (57.source_document_line_id AND porh.requisition_line_id AND porl.jpg (55. rcv_transactions rcv WHERE ooh.31 KB) image9.source_document_line_id is not null Attachments image1.shipment_header_id = rsh.jpg (42.92 KB) image15.27 KB) image7.74 KB) image16.jpg (50.jpg (53.jpg (55.jpg (63.requisition_line_id = rcv.89 KB) image12.requisition_line_id = pord.org_id AND ool.jpg (56.requisition_line_id = ool.17 KB) image17.requisition_line_id AND pord.09 KB) image4_5.

PO_LOCATION_ASSOCIATIONS_ALL. INTERNAL REQUISITION. ITEM MASTER. CUSTOMER ASSOCIATION. SHIPPING NETWORK. INTERNAL ORDER. SETUP ORGANIZATION . SUBINVENTORY.Related Products y y y Keywords Oracle E-Business Suite > Procurement > Procurement > iProcurement Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management Oracle E-Business Suite > Procurement > Procurement > Oracle Purchasing SETUP ORGANIZATION.

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