Internal Requisition Setup in Oracle
Apps
Internal Requisitions :
Internal Requisitions (IR) are used to transfer material
from one inventory organization or warehouse to another, within the same
company with Approval process.
Set ups:
Let take an Example of two orgs below:
- M1 –
Will represent the destination organization
- M2 -
will represent the source organization
In this example, the item will be procured internally from
the M2 inventory organization
INV Super User:->Master Item
- Enter
the Item Name
- Ensure
it is Purchased and Purchasable
Select these attributes:
- Customer
Ordered and Customer Orders Enabled
- Shippable
- Internal
Ordered
- Internal
Orders Enabled
- OE
Transactable
Assign the item to the inventory organizations which are
involved in the Internal Requisitioning process.
M1 will be the destination inventory organization and M2
will be the Source Inventory Organization.
Assign this item to M1 and M2 Org
Inventory: Navigation: Setup/Organizations/Shipping Networks
- 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, Enter various Accounts required in internal requisition process flow.
In this example, the setups are being done to allow the user
to Enter a Receipt in M1 after the item has been shipped from M2 (Intransit).
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 Inventory Organization).
Purchasing Super User: Setup/Organizations/Locations
Enter a Location Name - for the Internal Location
- This
is the location that is used as the Destination Location
- The
Location will eventually be tied to a customer
- Choose
the Other Details tab, enter the Inventory Organization for the
Destination Organization.
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.
Purchasing does not allow the entry of a Customer -
therefore it passes the location to Order Management.
During Order Import in Order Management - the system locates
the Customer Record to which the Location is assigned. Associating the location
to the customer record will be done in the later steps.
-->Purchasing maps Source Organization from Internal location
that we assign to customer.
Order Management Super User: Navigation:
Customers/Standard
A web based form will open, choose the Create button in the
lower left.
Enter the Customer Name - in the Organization Name field.
Choose the Profile Class that applies to the customer. Ex.
Excellent.
Scroll further down and enter the Address details for the
Internal Customer.
Move to the bottom of the form and under Business Purposes -
Choose Add Another Row.
- Set
the purpose for the new row as 'Ship To'
- Choose
the Save and Add Details
Move to the bottom of the page, and the address should be
visible.
- Choose
the Details icon
The Account Site Information will appear, select the
Business Purposes tab
The Ship To and Bill To should now be visible.
- Select
the Details icon to the right of the Ship To
Under the Order
Management section, there is a field 'Internal Location'
Purchasing maps Source Organization from Internal location
that we assign to customer.
- Enter
the Location that was created in Step 3 (Ex. M1-Internal Location)
- Apply
and save the record
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
Purchasing Super User: Navigation - Requisitions/Requisitions
- In
the Order Type Field - change the Order Type to Internal
- Click
into the Lines Region on the Item field
- At
this point - look to the Destination fields - this information is fetched
from the Employee Record
- If
the Destination Inventory Organization is not proper - move to that field
and change it
- If
the Location is not the internal location - move to that field and change
it to the new Internal Location
Approve the requisition. Make sure Requisition preparer has
approver assigned.
Purchasing Super User: 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 purchasing is correlated to a customer so as
to allow the Order Import to run successfully.In case order not generates check
in Oe_order_iface_tables
Or go to Order Import-Correction screen and query by
Org_sys_doc_ref or requisition Number.
SELECT *
FROM OE_HEADERS_IFACE_ALL
WHERE order_source_id = 10
AND orig_sys_document_ref IN (SELECT REQUISITION_HEADER_ID
FROM PO_REQUISITION_HEADERS_ALL
WHERE segment1 = '&requisition_number');
SELECT *
FROM OE_LINES_IFACE_ALL
WHERE order_source_id = 10
AND orig_sys_document_ref IN (SELECT REQUISITION_HEADER_ID
FROM PO_REQUISITION_HEADERS_ALL
WHERE segment1 = '&requisition_number');
Pass in the requisition number when prompted.
