Internal Requisition – Transfer Order Setups and flow

In Release 13 we have added two new sources to create internal material transfer (IMT). These sources
are Oracle Self Service Procurement and create supply requests from the Manage Item Quantity page. In
this document we will review all the setups and flow to create IMT from self-service requisition.

There is a minor difference in setups to create internal requisition for planned and non-planned items.
Here we will review common, planned item and non-planned item setups and flows for creating Internal
Requisition.

Common Setups
1) Enable Internal Material Transfer feature for procurement

2) Enable supply availability details in Configure Requisitioning Business functions

3) Create inter-organization parameters between source and destination organizations

4) Assign inventory organizations to respective locations

5) Create shipping method and assign to organizations

6) Create transit times between source and destination locations

7) Create on-hand in source organizations. Provide cost details while creating transactions.
8) Transfer inventory transactions to costing

9) Run create cost accounting distributions

 10) Review item cost and cost should be defined for item to be transferred.

Planned Item Specific setups

1) Create item with attributes Transfer Order Enabled = Yes, Planning Method = MRP Planning or
MPS Planning and Calculate ATP = Yes
2) Assign item to all required inventory organizations
3) Run collections
4) Create ATP rules and assign to inventory organization
5) Create sourcing rule to transfer from other inventory organizations and assign to assignment set
6) Run refresh and start order promising server
Non Planned Item setups
1) Item setup: Planning method = Not planned, Calculate ATP = No

2) Create inter-organization parameter along with distance values.

Internal requisition – transfer order flow
1) Create requisition and select source as Inventory

2) Click supply source and select source organization. Please note that this list is coming from
sourcing rule for planned item and from inter-organization parameter for non-planned item
3) Submit requisition for approval. This will automatically generate transfer order. Note down the
transfer order number.

4) Create pick wave to release the transfer order

5) Ship confirm the transfer order

6) Receive transfer order in destination organization

7) Put away transfer order in destination organization.

8) Check transfer order and requisition details