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Internal Sales Order Cycle In Order Management [复制链接]

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发表于 2011-12-20 09:48 |显示全部楼层

 

Internal Sales Order Cycle In Order Management [ID 744481.1]

 

修改时间 15-OCT-2010     类型 BULLETIN     状态 PUBLISHED

 

In this Document
  Purpose
  Scope and Application
  Internal Sales Order Cycle In Order Management
     Setups Required
     Modules Involved
     Item Setups
     Internal Customer Setup
     Shipping Network Setup
     Purchasing Setups
     Testflow Steps
     Troubleshooting Methodology
     Useful SQL For Debugging
  References

Applies to:

Oracle Order Management - Version: 11.5.9 to 12.0.6 - Release: 11.5 to 12.0
Information in this document applies to any platform.
***Checked for relevance on 15-OCT-2010***

Purpose

The purpose of this bulletin is to provide Oracle Customers with a good understanding and the to build a test case for Internal Sales Orders Cycle

Scope and Application

This document helps the Support Engineers and Oracle Customers to understand the setup steps with the  relevant setup needed to create an Internal Sales Orders testcase

Screen shots of setups, testcase and scripts in this note were done in an 11.5.10 CU2 instance on an Oracle Internal Test Instance.

Scenario : There is a shortage of an item in Seattle Manufacturing Plant (M1) and a surplus of the same item in Boston Plant (M2). So to transfer the material from M2 to M1 is done by using the internal requisitions / internal sales orders testflow.

Internal Sales Order Cycle In Order Management

Setups Required

Login using

User / Password : OPERATIONS / WELCOME
Responsibility    :
Order Management Super User, Vision Operations (USA) 

Modules Involved

Use the following existing responsibilities: 
Order Management Super User 
Inventory
Purchasing

Item Setups

1. Create Items

a. Navigate to Inventory -> Items -> Master Items

-Select organization 

V1 (Vision Operations)

-Enter Item Name and Description (starting with XX as initials)

Item : XX P2P1 1 
Description :
XX P2P Flow 1 Item 1

-Go to Tools -> Copy From  

Apply the 'Purchased Item' template

Go to the Order Management tab and select the checkbox for 

Internal Ordered 
Internal Orders Enabled




- Save the record

-Go to Tools -> Organization Assignment

Check M1 and M2

- Save the record

2. Create a material cost in source org M2 for the new item

Steps 2 to 4 are optional for the testflow, but recommended to helps one to understand where the price gets derived from in an internal sales order.

- Navigate to Change Organization and select M2 as the organization 

- Navigate to Inventory -> Costs -> Item Costs

- Click on the button
New

- Enter the following information, then click on the button Open

Item : XX P2P1 1
Cost Type :
Pending


-Click on the button '''Costs'''
    Enter the following data 

Cost Element : Material
Sub-Element :
Material
Basis :
Item
Rate or Amount :
23

 

- Save the record

3. This step is a continuation of step 2 to update the actual cost of the item

- Navigate to Inventory -> Costs -> Standard Cost Update -> Update Costs 

- Enter the following data in the Parameters window

Cost Type : Pending 
Account Alias (for the Adjustment Account) :
Std. Cost Var. (01-520-5390-0000-000) 
Description :
any suitable description 
Item Range :
Specific Item 
Update Option :
Overhead, resource, activity, and item costs 
Specific Item :
XX P2P1 1



- Leave the other parameter values as default, and submit the concurrent request 

- Navigate to View -> Requests and verify that the concurrent has completed successfully

4. This step is a continuation of steps 2 and 3 to verify that the material cost has been updated for the item.

Navigate to Inventory -> Costs -> Item Costs

-Enter the following data, then click on Find 

Item : XX P2P1 1 
Cost Type :
Frozen

- Verify that a row exists with the correct details

Internal Customer Setup

5. Check the setup for the internal customer (this is already done in Vision environment)

IT IS VERY IMPORTANT TO UNDERSTAND THIS STEP

- Navigate to Customers -> Standard
Enter the following search criteria and click on Find

Name : Vision 
Customer Number :
1021

- Click on OK button

- Place cursor on the customer address starting with

3455 108th Ave., Seattle


- Click on Open button 

- Select the Business Purposes tab 

- Place cursor on the Usage field
Ship To and click Open 

- Verify the Salesperson as      

No Sales Credit

- Notice the following information on the internal block (see screenshot below)

Location : M1- Seattle 
Organization :
Seattle Manufacturing

This setup is to map the customer address to an internal receiving organization. An internal sales order will appear like a regular order, however actual shipping to an internal organization (in this case M1) is done by creating this association.

Shipping Network Setup

6. Verify setup for inter organization Shipping Network between M2 and M1

- Navigate to Inventory -> Setup -> Organizations -> Shipping Networks 

- Click on Find 

- Place the cursor in the M2 to M1 row (this row will already exist in a Vision environment) and verify the following or make changes where needed. 

Transfer Type : Intransit
FOB :
Receipt
Receipt Routing :
Direct
Internal Order Required :
checked



- Save the record if any changes were made

7. Define Inter-Location Transit Times (optional for testflow)

- Go to Inventory -> Setup -> Organizations -> Inter-Location Transit Times 

- Go to View -> Find and enter

Origin Type : Location 
Origin :
M2- Boston 
Destination Type :
Location 
Destination :
M1- Seattle

- Enter the Ship Method and Intransit Time such as :

Ship Method : Airborne 
Intransit Time :

Default Method  :
check

8. Make sure the Inventory Accounting Periods are open for M1 and M2 

- Go to
Change Organization and select M1 or M2 as necessary 

- Navigate to Inventory -> Accounting Close Cycle -> Inventory Accounting Periods 

- Verify if the Sysdate is in an Open accounting period, else open the same by clicking on the button Change Status, and clicking ok to the question "Open Period?"


9. Do a miscellaneous receipt to create on-hand quantity for the item in M2.

- Go to Change Organization and select M2 

- Navigate to Inventory -> Transactions -> Miscellaneous Transaction 

- Create a miscellaneous receipt transaction with the following information

Item : XX P2P1 1 
Subinventory :
FGI 
UOM :
Ea 
Quantity :
1000 
Account :
Select the account alias Miscellaneous (01-580-7740-0000-000)

- Save record 

- Navigate to Inventory -> On-hand, Availability -> On-hand Quantity and verify the on-hand quantity for the item

Purchasing Setups

10. Verify the transaction type and order source (this is already done in Vision environment) 

- Navigate to Purchasing -> Setup -> Organizations -> Purchasing Options 

- Click on the Internal Requisitions tab 

- Notice the Order Type and Order Source setup 

Order Type : Mixed 
       The internal sales order in OM will be created with this order type 
Order Source :
Internal 
       The internal sales order will be imported into OM with this order source

Testflow Steps

Login as

User / Password : OPERATIONS/WELCOME 
Responsibility    :
Order Management Super User, Vision Operations (USA)

1. Create an internal requisition

- Navigate to Purchasing -> Requisitions -> Requisitions (if current OM responsibility does not contain this menu, switch responsibility to Purchasing, Vision Operations (USA)) 

-  Note, the default preparer (see screenshot below) is the employee associated with the user OPERATIONS in the Vision Database and has approval privileges in PO. If current user, it is needed to have an employee association and the appropriate approval setup in PO.

Enter the following information 
In header select requisition type 
    Type              :
Internal Requisition 
Place cursor in destination region (lower left side fields) and enter 
    Organization :
Seattle Manufacturing 
    Location        :
M1 - Seattle 
Go to the lines and enter the item 
    Item                :
XX P2P1 1 
The Destination Type and Source should both automatically change to Inventory
and the Subinventory fields should now be visible in edit mode in both the regions.
Go back to the destination region and select the subinventory 
    Subinventory :
FGI 
Go to the source region (lower right side fields) and enter 
    Organization   :
Boston Manufacturing                                                                                  

Verify at this point that the price in the lines region changes to the item cost set up done in the Setup Steps 2 to 4 (item cost in M2) 
     Subinventory  :
FGI 
In the lines region, enter the following information 
    Quantity           :
10 
    Need-By Date  :
Sysdate + 10


Save record and note down the requisition number


 


Submit the requisition for approval and check status 

Click on the Approve button, then OK 
Screen goes back to a blank requisition screen 
Go to Purchasing -> Requisitions -> Requisition Summary 
Search by entering noted requisition number and verify status is Approved

2. Run the Create Internal Orders concurrent program.          

This process inserts the data from PO into the OM interface tables

-Navigate to Purchasing -> Reports -> Run

- Run the concurrent request
Create Internal Orders

- Go to View -> Requests and verify that the concurrent has completed successfully

3. Run the
Order Import process 

This process pulls the data from the OM interface tables into OM 


- Switch responsibility to Order Management Super User, Vision Operations (USA).
- Go to Orders, Returns -> Import Orders -> Order Import Request 

- Select the following parameter values and leave the rest as default 

Order Source : Internal 
Validate Only? :
No

- Submit the concurrent request

- Go to View -> Requests and verify the presence of Parent and Child requests, and that they have completed successfully 

- View the output of the Child request by clicking on the View Output button. There should be an indication on successful import and creation of the internal sales order.

4. View the created internal sales order information

� Navigate to Orders, Returns -> Order Organizer 

Query the internal sales order by entering 

Order Source : Internal 
Requisition Number : 
Enter internal requisition number from step 1

- Click on the Open button

- In the Order information tab and Main sub tab, verify the following

Order Type : Mixed (see Setup Step 10) 
Customer :
Vision, with customer number 1021 (see Setup Step 5) 
Price List :
Corporate (the one associated to the Order Type) 
Status :
Booked

- In the Order Information tab and Others sub tab, verify the following 

Order Source : Internal (see Setup Step 10) 
Order Source Reference as : 
Enter Internal Requisition number 

- In the Line Items tab, and Main sub tab, verify the following

Ordered Item : XX P2P1 1 
Qty :
10 
UOM :
Ea 
Unit Selling Price :
23 (see item cost, Setup Step 2 to 4) 
          -  Notice that even though there is a Price List in the internal sales order, the Calculate Price Flag is imported as N (Freeze) and the price of the order line is not derived from the price list. 
Request Date :
Sysdate + 10 (see Testflow Step 1) 
Status :
Awaiting Shipping

- In the Line Items tab, and Shipping sub tab, verify the following (optional) 

Schedule Ship Date + 5 = Schedule Arrival Date 
  This example assumes Setup Step 7 was done with intransit time as 5 days

- Note down the order number

5. Pick release the internal sales order

- Navigate to Shipping -> Release Sales Orders -> Release Sales Orders 

In the Order tab 

Order Number : Enter order number 
Scheduled Ship Dates : leave from/to dates as blank 
Requested Dates : leave from/to dates as blank

In the Inventory tab 

Warehouse : M2 
Auto Allocate :
Yes

In the Shipping tab 

Autocreate Delivery : Yes 
Auto Pick Confirm :
Yes

Click on the Concurrent button to submit the pick release process

6. Ship confirm the internal sales order

- Navigate to Shipping Transactions

- Select the order number and click on the Find button

- In the Lines/LPN tab, verify that the Line Status as Staged

- Go to the Delivery tab and click on the Ship Confirm button 

- Click on OK

7. Verify the status of the internal sales order 

- Query order in the order organizer and verify the line status is now Shipped 

- At this point run the Workflow Background Process to close the order line. The Invoice Interface Workflow activity will not interface internal sales order lines , even if the activity is present within the workflow process (activity will result in 'Not Eligible' status). Internal order lines are never interfaced to Oracle Receivables.

8. Now that the item has been shipped out of the warehouse M2, we will proceed to receive the shipped quantity in M1. 

- Navigate to Purchasing -> Receipts -> Receipts 

- Choose the organization as
M1

- In the Requisition field, enter requisition number and click on Find 

- Both the Receipts Header / Receipts screen will open 

- In the Receipts screen, check the checkbox to the left of the line



- Save record

-- This completes the steps for the internal salesorder testflow

Troubleshooting Methodology

Useful SQL For Debugging

1. Getting data from oe lines iface all based on PO requisition number (Before Order Import)

select *
from oe_lines_iface_all
where order_source_id = 10 --order_source_id for 'Internal'
and orig_sys_document_ref =
(select to_char(requisition_header_id)
from po_requisition_headers_all prh
where prh.segment1 = '&requisition_number');

2. Getting data from order header/lines based on PO requistion number (after Order Import)

SELECT oeh.order_number, oeh.header_id, oel.line_id, oel.line_number
FROM oe_order_lines_all oel,
oe_order_headers_all oeh,
po_requisition_headers_all porh,
po_requisition_lines_all porl
WHERE oeh.header_id = oel.header_id
AND oel.source_document_id = porh.requisition_header_id
AND oel.source_document_line_id = porl.requisition_line_id
AND porh.requisition_header_id = porl.requisition_header_id
AND oel.order_source_id = 10 --order_source_id for 'Internal'
AND oel.orig_sys_document_ref = '&requisition_number'
AND oel.org_id = porh.org_id
ORDER BY oeh.header_id, oel.line_id;

3. 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.

SELECT rtrim(hl.location_code) location_code,
hl.location_id,
ood.organization_code,
pla.organization_id,
hl.ship_to_site_flag,
hl.receiving_site_flag,
pla.customer_id,
rtrim(rc.customer_name) customer_name
FROM hr_locations_all hl,
org_organization_definitions ood,
po_location_associations_all pla,
ra_customers rc
WHERE pla.location_id = hl.location_id
AND rc.customer_id(+) = pla.customer_id
AND ood.organization_id(+) = pla.organization_id
AND rownum < 10
order by hl.creation_date desc;

4. 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.

SELECT porh.segment1, porl.line_num, pord.distribution_num,
ooh.order_number sales_order, ool.line_number so_line_num,
rsh.receipt_num, rcv.transaction_type
FROM oe_order_headers_all ooh,
po_requisition_headers_all porh,
po_requisition_lines_all porl,
po_req_distributions_all pord,
oe_order_lines_all ool,
po_system_parameters_all posp,
rcv_shipment_headers rsh,
rcv_transactions rcv
WHERE ooh.order_source_id = posp.order_source_id --instead of hardcoding to 10
AND porh.org_id = posp.org_id
AND porh.requisition_header_id = ool.source_document_id
AND porl.requisition_line_id = ool.source_document_line_id
AND porh.requisition_header_id = porl.requisition_header_id
AND porl.requisition_line_id = pord.requisition_line_id
AND porl.requisition_line_id = rcv.requisition_line_id
AND pord.distribution_id = rcv.req_distribution_id
AND rcv.shipment_header_id = rsh.shipment_header_id
AND ooh.org_id = posp.org_id
AND ool.header_id = ooh.header_id
AND ool.shipped_quantity > 0
AND ool.orig_sys_line_ref not like '%OE_ORDER_LINES_ALL%'
AND ool.source_document_line_id is not null

 

 

 

 

What Are The Complete Setup Steps For Internal Orders Across Set of Books and the Process Flow [ID 363339.1]

 

修改时间 21-NOV-2008     类型 HOWTO     状态 PUBLISHED

 

In this Document
  Goal
  Solution

Applies to:

Oracle Purchasing - Version: 11.5.10.2
Information in this document applies to any platform.

Goal

This document outlines the setups and a process flow for Internal Requisitions across Set of Books 


Solution

 

Setup steps for creating internal requisition ACROSS Different Operating Units in Release 11





Destination Information:
Inventory Organization = M1 - Seattle Manufacturing (organization_id =207)
Operating Unit = Vision Operation USA (org_id = 204)
Location/Deliver-to Location = AT&T INTERNAL (location_id = 2663)

Source Information:
Inventory Organization (warehouse)= D1 - Singapore Distribution Center
(organization_id = 229)
Operating Unit = Vision Distribution SNG (org_id = 229)



 choose responsibility: Human Resources, Vision Enterprises
1) \People\Enter and Maintain
Last Name = Horton
First Name = Connor
Type = Employee
click Assignment:
Organization = Vision Operations - HR org
Job = DIR300.Director
Position = PDR810.PRODUCTION DIRECTOR
(both Job and Position are Key flexfields)
Table: per_all_people_f, per_all_assignment_f


choose responsibility: System Administrator
2) \Security\User\Define
User Name = JWU
Person = Horton, Ms. Connor Esq.
Table: fnd_user


choose responsibility: Purchasing, Vision Operations USA
3) \Setup\Personnel\Buyer
define Horton, Ms. Connor Esq as a buyer.
It is required for creating requisition and purchase order in PO.
Table: po_agents


4) \Setup\Purchasing\Document Type
choose internal Requisition
make sure 'Owner Can Approve' checked.
Table: po_document_types_all




5) \Setup\Approvals\Approval Groups
Name = Executive
make sure Document Total and Account Range are defined.
Table: po_control_rules,po_control_groups



6) \Setup\Approvals\Approval Assignemnt
choose Position = PDR810.PRODUCTION DIRECTOR (from step 1)
define Document Type = Approve Internal Requisitions
and Approval Group = Executive
Table: po_position_controls, po_control_functions



7) \Setup\Organizations\location
define new location (destination location) for Internal requisition use.
Name = AT&T INTERNAL
Inventory organization = M1-Seattle Manufacturing - destination organization
Ship to location = AT&T INTERNAL - the same name as location name
check Ship-to site and Internal Site and Receiving Site
Table: hr_locations



8) \Items\Master Items
a) define Master Item # AS5488
make sure Item# AS5488
Purchased = Yes
Purchasble = Yes
Stockable = Yes
Internal Order Enabled = Yes
Inventory item = Yes.
Table: mtl_system_items

b) click Special/Organization Assignment
Make sure Item# AS5488 assign to
M1 - Seattle Manufacturing - destination organization
D1 - Singapore Distribution Center - source organization/warehouse
Table: mtl_system_item


choose resp:Order Management, Vision Distribution SNG
9) \Setup\Document\Define
Name = Internal
Application = Oracle Order Management
Type = automatic
Initial Value = 8502


10) \Pricing\Lists\Price Lists
Price List = Corporation
Table: oe_price_lists


11) \Setup\Transaction Type\Define
Order Type = 'Internal1’
Transaction Type Code = ORDER
Order Category = Order
Order Workflow = Order Flow - Generic
Price List = Corporation
click Assign Line Flows…
Order Type = Internal1
Line type = UPG_LINE_TYPE_ORDER_1000
Item Type = Standard Item
Line Flow - Generic
Table: oe_transaction_types_all




12) \Setup\Document\Assign
Application = Oracle Order Management
Category = Internal1
Sets of Books = Vision Distribution (SNG)
Method = Null
Sequence = Internal




Need to define customer location associations for both source and destination operating units


choose responsibility: Order Management, Vision Operation USA
13) \Customer\Standard
make sure the internal customer for each destination organization connected with destination location.
query on Customer = AT&T Universal Cards
choose Address .. - destination operating unit customer site address..
choose Ship-to...
Internal zone
location : AT&T INTERNAL
Organization : M1 - Seattle Manufacturing - destination inventory organization
(OE requires both a ship-to and an invoice-to for each order, even though internal order
lines are not invoiced., you can make the ship-to address both a ship-to and bill-to
business purpose and set the Primary flag to Yes.)

table: ra_customers, ra_addresses_all, ra_site_uses_all, po_location_associations_all





choose responsibility: Order Management, Vision Distribution SNG
14) \Customer\Standard
make sure the internal customer for each source organization connected with destination location.
query on Customer = AT&T Universal Cards
choose Address .. - source operating unit customer site address..
choose Ship-to...
Internal zone
location : AT&T INTERNAL
Organization : D1 - Singapore Distribution Center - source inventory organization
(OE requires both a ship-to and an invoice-to for each order, even though internal order
lines are not invoiced., you can make the ship-to address both a ship-to and bill-to
business purpose and set the Primary flag to Yes.)

table: ra_customers, ra_addresses_all, ra_site_uses_all, po_location_associations_all



choose responsibility: Inventory, Vision Operations USA
15) \On-Hand,Available\On-hand quantity
choose Item = AS5488 and Subinventory = FGI
make sure there is quantity available in
source organization = D1 - Singapore Distribution Center
Table: mtl_onhand_quantities


16) \setup\Organizations\Shipping Network
choose 'D1' ... add the following:
From = D1, TO = M1 and From = M1, TO = D1
Tranfer Type = Intransit
FOB = Receipt,
Receiving Routing = Standard
Internal Order Required = 'Y'.
Table: mtl_interorg_parameters


choose responsibility: Purchasing, Vision Distribution SNG
17) \Setup\Organizations\Purchasing Options
choose Internal Requisition zone
define Order type = Internal1 and Order Source = Internal
Table: po_system_parameters_all



choose responsibility: Purchasing, Vision Operations USA
18) \Requisitions\Requisitions
create an Internal Requisition
Item#=AS5488
Qty=10
Destination Type = 'Inventory'
Organization = 'M1 - Seattle Manufacturing'
Location = 'AT&T INTERNAL'
Source = 'Inventory'
Organization = 'D1 - Singapore Distribution Center'
Need By date = <current date>
created a requisition # 945
approve the requisition.
go to Requisition Summary and query out this requisition, make sure it has been approved.






choose responsibility: System Administrator
19) \Concurrent\Program\Define
query out Create Internal Sales Order
make sure Executable = POCSOPG


choose responsibility: Purchasing, Vision Operations USA
20) \Report\run
run Create Internal Sales Orders

The data will be inserted into OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL
with the following values in the interface table:
order_type = Internal
orig_sys_document_ref = requisition_header_id

Also it will set the transferred_to_oe_flag = ‘Y’ in the po_requisition_headers_all.











choose responsibility: Order Entry, Vision Distribution SNG
21) \Orders, Returns\Import Orders\Order Import Request
submit the report.

If there is no error during Order import, View the log file…it will show 1 row imported.

 
 
 
 
FAQ: Purchasing Create Internal Requisition / Sales Order [ID 223858.1]
  修改时间 01-DEC-2006     类型 FAQ     状态 PUBLISHED  
Help
Procurement (Purchasing) Last updated on Dec 01, 2006
REQUISITIONS: Create Internal Requisition / Sales Order - Release 10.7, 11.0, 11.5.X
Frequently reported how-to questions relating to product specific programs.
Instructions for the reader:  The articles below do not include bugs/patches or troubleshooting as these are addressed in great detail in the notes referenced in the Oracle Purchasing: Requisitions section of the Self Service Toolkit.
FAQ Summary
  1. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Which Requisitions are processed via Create Internal Sales Order?
  2. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Why am I unable to select ‘Inventory’ as my source type when I create a Requisition?
  3. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=When I try to enter a Requisition line, which is internally sourced, I am unable to see my source Organization in the LOV?
  4. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Is the create Internal Sales Order process Operating Unit dependent?
  5. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Why is it that after creating and approving an Internal Requisition and running the Create Internal Sales Order process my Requisition line is not transferred to OE?
  6. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Why is it that after Running ‘Create Internal Sales Order’ process and Order Import the records are still there in the Interface tables?
  7. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=What are the ways to debug the ‘Create Internal Sales Order’?
  8. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Why is the transferred_to_oe_flag at the headers updated to ‘Y’ even if some of the records failed during the ‘Create Internal Sales Order’ process?
  9. <A href='https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=FAQ&id=223858.1&clickstreamSession=ab7a1f941152aa05921a28f2ea424524f23a1cdb64dd88132955b4f98f400ab8&addClickInfo=Cannot save the internal requisition with message ‘Destination location requires customer association’ prompted?

FAQ Details

Q1. Which Requisitions are processed via Create Internal Sales Order?

A:
Only Requisitions Lines which are Internally Sourced and Approved are picked by the Create Internal Sales Order process.  Each Requisition Line is processed and picked up by the Create Internal Sales order process if the Source Type is ‘Inventory’.

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Q2. Why am I unable to select ‘Inventory’ as my source type when I create a Requisition?

A:
The Item attribute has to be ‘Internal Orderable’ for Item to be internally sourced.

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Q3. When I try to enter a Requisition line, which is internally sourced, I am unable to see my source Organization in the LOV?

A:
You need to define the Shipping Network between the Source Organization and the destination Organization. You can do this in Inventory>Setup>Organizations>Shipping Network and do the setup for the Shipping Network between the two organizations. Also make sure you set the  ‘Internal Order Required’ flag.

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Q4. Is the create Internal Sales Order process Operating Unit dependent?

A:
Yes. In Release 11i we have the enhance functionality of creating the Sales Order in the Source Organizations Operating Unit. All the Requisition line validations and Setup Validations are done in the source Organization’s Operating Unit.  If the Create Internal Sales Order fails you need to check if the Setup is done properly in the Source Organization’s Operating Unit.

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Q5. Why is it that after creating and approving an Internal Requisition and running the Create Internal Sales Order process my Requisition line is not transferred to OE?

A:
This could be because of various setup Issues. From the PO side make sure you have done the Customer location associations for the location you select in the destination and Source Org’s Operating Unit.  Also check if you have entered the Order Type and Order Source in the Purchasing>Setup>Organizations>Purchasing Options>’Internal Requisition’ tab. From the OE side also make sure you have done the Setup related with Create Internal Sales Order. The Order type you entered in the PO system Parameters must have the Order type details defined in OE.

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Q6. Why is it that after Running ‘Create Internal Sales Order’ process and Order Import the records are still there in the Interface tables?

A:
This is because the Sales Order will be created in the source Organizations Operating Unit. In Release 11 we created the Sales Order in the destination Org. But in the R11i we have the enhanced functionality of creating the Sales Order in the Source Organization’s Operating Unit. Therefore you have to run Order Import in the Source Organization.

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Q7. What are the ways to debug the ‘Create Internal Sales Order’?

A:
You have the Concurrent Log created for each ‘Create Internal Sales Order’ process run. The log will have information related to the Source and destination Organization’s Operating Unit and whether the setups are done properly in the operating Units. It will also have information of whether the record was picked for processing but failed validations later. You need to get the Database level trace to check the code flow for the ‘Create Internal Sales Order’

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Q8. Why is the transferred_to_oe_flag at the headers updated to ‘Y’ even if some of the records failed during the ‘Create Internal Sales Order’ process?

A:
This is a known issue. Check Enhancement Bug# 2204076.

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Q9. Cannot save the internal requisition with message ‘Destination location requires customer association’ prompted?

A:
The issue is caused by deliver-to location of internal requisition has not been associate with a customer. For internal requisition, deliver-to locations are need to associate with a customer, this is minimum Purchasing Setup for Internal Requisition as stated in Page 3-30 of Oracle Purchasing User Guide.
For instructions to associate an location with customer, it can reference to section 'Assigning a Business Purpose to a Customer Address' in page 3-38 of Oracle Receivables User's Guide.

Example:

1. Logon with Account Receivable responsibility
2. Navigate to Customer > Standard
3. Create an new internal customer OR query previously created internal customer
4. On Customer - Standard form
Create a new address by clicking 'New' button
OR select previous defined address shown from 'Address' tab and click 'Open' button
5. On Customer Address window, Click 'Business Purposes' tab
6. Under 'Usage' column, enter 'Ship To' (or select from LOV)
7. Under 'Location'. enter the Deliver-to Location from requisition
8. Save the record and then click 'Open' button from 'Business Purpose' tab
9. At 'Business Purpose' window > 'Detail' Tab, 'Internal' section
Enter Deliver-to Location from requisition to field 'Location' by selecting from LOV.
10. Save the record.

 

 


FAQ: Inter-Organization and Internal Sales Order Receipts [ID 210124.1]
  修改时间 17-FEB-2011     类型 FAQ     状态 PUBLISHED  

Applies to: Oracle Inventory Management - Version: 11.5.1 to 12.1.3 - Release: 11.5 to 12.1
Information in this document applies to any platform.
PurposeFAQ for Receiving Inter-Organization and Internal Sales Order Receipts - Release 10.7, 11.0, 11.5.X
Questions and Answers What is the order of defaulting of the Receipt Routing on the receipts screen which may be set at various levels?

 For Inter-Org Shipments (In-Transit Receipts) the Receipt Routing is defaulted as follows:
1. Item Attribute
2. if 1 is null, then Shipping Network for the Receiving Organization
3. if 2 is null, then Receiving Option 

 What are the different types of Inter-Organization Transfers?


Inter-Organization transfers can be performed as either direct or intransit shipments.
Direct inter-organization transfers:
Inventory is moved directly from a shipping organization to the destination organization. Receipt is not required to be made as the transfer is direct to inventory
Intransit inventory:
Usually done when transfer time is significant. Delivery location isn't specified during transfer transaction, You only need to enter subinventory you are shipping from, a shipment number, the freight information and inter-organization transfer charge. Then you need to perform Receipt from the Receiving forms. 



What are the minimum setups required for Items which we use for Internal Sales Order?


The items which we use for Internal Sales Order must be Inventory enabled, internally orderable and stockable, shippable, and Order Management transactable for the source organizations. Under Inventory, you need to select the Inventory Item, Transactable, and Stockable options. Under Order Management, you need to select the Internal Ordered, Internal Orders Enabled, OE Transactable, and Shippable options. 


 

 How do we define the Inter-Organization Shipping Network?

Use the Shipping Networks window to define your inter–organization network. You must enable the network between each source (shipping) and destination (receiving) organization.
-Select Internal Order Required if you want all transfers between these two organizations to use internal orders.
-Specify whether you ship material directly, or use intransit inventory for shipments between these two organizations.
-For intransit transfers, you can choose from the following primary receipt routings: Standard receipt, Inspection required, or Direct delivery.


 

 What are the steps to perform Inter-Organization Transfer?

 Follow these 3 simple steps:

1. Setup Shipping Network: This information describes the relationships and accounting information that exists between a from (shipping) organization and a to (distribution) organization.
Navigation path:
A. Choose the Inventory Manager responsibility.
B. Setup/Organizations - Make sure that there is an entry for from/to organization (between the organizations you intend to perform the transfer). When you click on this form, you will get a LOV with orgs.
-Choose the From Org.
-Transfer Type can be either Intransit or Direct (Direct would ship directly to Inventory, so it would be a Direct Delivery).
-FOB can be either Receipt or Shipment, if the transfer type is entered as Intransit.
If Receipt the source inventory quantities get updated at time of receipt.
If it be Shipping, then the quantities get updated as soon as the shipment is done.

2. Inventory/Transactions/Interorganization Transfer: When you click on this form, you will get a LOV with orgs. Choose the from org. Specify the to-org, transfer type as intransit, and input a value for shipment-number.
Click on the transaction lines button. Input the item, the quantity and the subinventories between which you want to do the transfer. (Sometimes there might not be enough quantity in the from-org to do this. For this : Go to: Inventory/Transactions/Miscellaneous Transactions. Specify the Type as Miscellaneous Receipt. Click on transaction lines button and specify item/quantity).

3. Receive against an Inter-org Transfer: Choose Purchasing Super User responsibility.
Under Purchasing/Receiving/Receipts - Query up against Shipment Number in the find window. In RCV Transactions block, specify the quantity you want to receive and commit the transaction. 

 

 What are the steps required for receiving against Internal Sales Order?

 The process of receiving against Internal Sales Orders involves the following steps:

1. Create an Internally Orderable Item - To do this you need to create an Item and in the Order Entry attributes, check the Internally Orderable check box.

2. Setup Shipping Network: This information describes the relationships and accounting information that exists between a from (shipping) organization and a to (distribution) organization.
Navigation path:
A. Choose the Inventory Manager responsibility.
B. Setup/Organizations - Make sure that there is an entry for from/to organization (between the organizations you intend to perform the transfer e.g.. GLO -> SAC).
When you click on this form, you will get a LOV with orgs.
-Choose the From Org.
-Transfer Type can be either Intransit or Direct (Direct would ship directly to Inventory, so it would be a Direct Delivery).
-FOB can be either Receipt or Shipment, if the transfer type is entered as Intransit.
If Receipt the source inventory quantities get updated at time of receipt.
If it be Shipping, then the quantities get updated as soon as the shipment is done.

3. Create an Internal Requisition.
-Enter the item you created in step 1.
-Enter the Source and Destination Organization. Source Organization is on the right of the form and Destination to the left.
-Enter location (e.g.. SACHQ) and Source as Inventory.
-Save and approve requisition.

4. Run the Create Internal Orders concurrent program.

5. Change responsibility to Order Entry Superuser.

6. Run Order Import concurrent program.

7. When the process completes, you will see the Order Number in the log file.

8. If the process errors : "You must enter Tax Code. Tax code attribute is missing" then:
-Change responsibility to AR Manager (Receivables)
-Navigate Setup->Transaction->Transaction Types
-Query up record with Name = "Invoice Hdwe/svcs"
-Uncheck the Tax Calculation check box
-Save

9. Run the Demand Interface concurrent program.

10. Run the Manufacturing Release concurrent program.

11. Navigate to:
-Orders, Returns -> Orders, Returns -> Do a Find on the Order Number
-Click on the View button
-Click on Cycle Status
-Your Order should now be Pick Release Eligible

12. Navigate to Shipping -> Pick Release -> Release Sales Order
-Enter a Batch Name and your Order Number
-Save
-Note the Batch_ID by doing a Help->Tools->Examine.

13. Run the Pick Release concurrent program. Use Batch Name/Order Number as parameter. This can be run from command line as:
./OESREL apps_appdemo/fnd@comp16p 0 Y (from step L)

Perform Step K. Your Order should now be Ship Confirm Eligible

14. Navigate to Shipping->Confirm Shipments->Pick Slip
-Do a Find on the Order Number
-Click on Open
-Click on details
-Check if all values of quantity to be shipped are correct
-Save

15. Change Responsibility to Purchasing Super User.
Navigate to the Enter Receipts form and query on the Requisition Number.
You can now receive against the Internal Order.
To override the destination type at receipt time you need to set the profile option RCV: Allow routing override = Yes. 


 

 How are Lot and Serial Numbers handled in Inter-Organization Transfers?

 When you perform an inter–organization transfer, the source and destination organization may have different lot/serial controls. Purchasing handles this situation as follows:
1. When the source organization uses controls and the destination organization does not, the control numbers are recorded as being issued from the source organization. Lot/serial transactions are recorded for the destination organization.
2. When the source organization does not use controls and the destination organization does, the transaction is processed normally.
3. When both source and destination organizations use controls, the control numbers are recorded as being issued from the source organization. These control numbers are tracked to insure that the same control numbers that were shipped are the ones
that are received. When items are returned from inventory to receiving or to the supplier, only the control numbers originally recorded for the delivery transaction can be used.

 What's the cause of the error RVTSH-150 and what's the solution for it?

 Error RVTSH-150 is because the following select is failing, returning 0 rows:
SQL> select ms.unit_of_measure
from mtl_supply ms
where supply_type_code = 'REQ'
and supply_source_id = :req_line_id;

The error is because the Req. Supply missing. This is mostly a data problem caused at customer site. Look into why the records are missing. May be the data has been manually changed or some cancellations for the req. shipment has taken place.
For data fix, reference Note: 267439.1

What are the main tables involved in Inter-Organization Transfer?

A check is carried out to see if the transaction date is in an open period as specified in the profile option (INV: Transaction Date Validation). The column is acct_period, the table is ORG_ACCT_PERIODS.
The organizations setting, cost information, etc, are derived from:
ORG_ORGANIZATION_DEFINITIONS, MTL_PARAMETERS, MFG_LOOKUPS, MTL_INTERORG_PARAMETERS
[HR_ORGANIZATION_INFORMATION - for rel 11I].
The transaction information is derived from MTL_TRX_TYPES_VIEW for inter-org transactions where transaction_source_type_id=13.
The item information is derived from MTL_SYSTEM_ITEMS [MTL_SYSTEM_ITEMS_B - for rel 11I].
A check is carried out to verify the available item quantity on MTL_DEMAND and
MTL_ONHAND_QUANTITIES [MTL_RESERVATIONS included in rel 11I].
MTL_SUBINVENTORIES_TRK_VAL_V keeps track of the values of the subinventories.
MTL_ITEM_LOCATIONS is searched for the locators specified (if used).
GL_CODE_COMBINATIONS is searched for a valid locator combination (if used).
The cost of the item is gotten from CST_CG_ITEM_COSTS_VIEW.
The transaction is inserted into MTL_MATERIAL_TRANSACTIONS_TEMP table.
If the item is under lot control, lot information is deleted from MTL_TRANSACTION_LOTS_TEMP, likewise the serial numbers information if the item is serialized is deleted from MTL_SERIAL_NUMBERS_TEMP, MTL_SERIAL_NUMBERS.
The new lot information is inserted into MTL_TRANSACTION_LOTS_TEMP.

How can we correct delivered lines in an Internal Requisition?

 The system allows corrections to internal requisition, but only the receiving lines and not the delivered lines. Once the internal requisition is delivered, correction is not allowed.

What to do if the physical quantity received does not match quantity shipped?

Case 1: When physical qty received is more than qty shipped.
Example: Source org ships 80 pieces, but receiving org wants to receive only 100 pieces.

An intransit shipment cannot be over-received. Receive the entire qty shipped in the receiving org and create a new intransit shipment for the remaining qty shipping it from the source org.

Case 2: When physical qty received is less than qty shipped.
Example: Source org ships 100 pieces, but receiving org receives only 80 pieces.

Partial receipt of intransit shipment is allowed, but there is no way to cancel the remaining qty.  Hence, entire qty shipped should be received.  To adjust the on-hand quantity:

 o A reverse intransit shipment can be done for the excess qty from receiving org to source org.
    OR
 o A miscellaneous issue from the receiving org for the excess qty can be done.
 
If only a partial receipt is done, then the remaining qty will continue to show in intransit until its received.

 
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