IR-ISP Set Up Basics

Internal Sales Order Setup Flow

Setup Instructions For Internal Sales Orders Across Operating Units [ID 403786.1]
________________________________________
Modified 03-NOV-2011 Type HOWTO Status PUBLISHED
In this Document
Goal
Solution
References
________________________________________
Applies to:
Oracle Purchasing - Version: 11.5.10.2 to 12.0.6 - Release: 11.5 to 12
Oracle Order Management - Version: 11.5.6 to 12.0.6 [Release: 11.5 to 12.0]
Information in this document applies to any platform.
Goal
What are the mandatory setups for creating internal sales order between operating units?
Solution
Setup for creating Internal Sales orders between Operating units

There should be two Operating Unit one is Destination Organization and the other is Source Organization

1) choose responsibility: Human Resources
People> Enter and Maintain
Enter Last Name, First Name, Type
click Assignment:
(both Job and Position are Key flex fields)

2) choose responsibility: System Administrator
Security > User > Define

3) choose responsibility: Purchasing, Destination Organization
Setup > Personnel > Buyer > define
It is required for creating requisition and purchase order in PO.

4) Setup > Purchasing > Document Type
choose internal Requisition
make sure 'Owner Can Approve' checked.

5) Setup > Approvals > Approval Groups
Name = Executive
make sure Document Total and Account Range are defined.

6) Setup > Approvals > Approval Assignment
choose Position (from step 1)
define Document Type = Approve Internal Requisitions
and Approval Group = Executive

7) Setup > Organizations > location
define new location (destination location) for Internal requisition use.
Name
Inventory organization = destination organization
Ship to location = the same name as location name
check Ship-to site and Internal Site and Receiving Site

8) Items > Master Items
a) define Master Item
make sure Item
Purchased = Yes
Purchasable = Yes
Stock able = Yes
Internal Order Enabled = Yes
Inventory item = Yes.
List price = Enter the list price

b) click Special > Organization Assignment
Make sure Item assign to destination organization, source organization/warehouse

c) Setups > Inventory > Costs
Set inventory cost for that item

d) Setups > Inventory > Cost Update
Run the "update standard cost" concurrent program

9) choose resp:Order Management, Source organization
Setup > Document > Define
Name = Internal
Application = Oracle Order Management
Type = automatic
Initial Value =

10) Pricing > Lists > Price Lists
Price List = Corporation

11) Setup > Transaction Type > Define
Order Type =
Transaction Type Code = ORDER
Order Category = Order
Order Work flow = Order Flow - Generic
Price List =
click Assign Line Flows…
Order Type =
Line type =
Item Type = Standard Item
Line Flow - Generic

12) Setup > Document > Assign
Application = Oracle Order Management
Category = Internal
Sets of Books =
Method =
Sequence =
Need to define customer location associations for both source and destination operating units

13) Choose responsibility: Order Management, Destination organization > Customer > Standard
make sure the internal customer for each destination organization connected with destination
location.
query on Customer =
choose Address .. - destination operating unit customer site address..
choose Ship-to...
Internal zone
location :
Organization :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.)

14) Choose responsibility: Order Management, Source organization > Customer > Standard
make sure the internal customer for each source organization connected with destination
location.
query on Customer =
choose Address .. - source operating unit customer site address..
choose Ship-to...
Internal zone
location :
Organization : 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.)

Setups - OM Customer Association - click details provide the internal organization name

15) choose responsibility: Inventory, Destination organization > On-Hand,Available > On-hand quantity
choose Item = and Sub inventory =
make sure there is quantity available in source organization

16) Setup > Organizations > Shipping Network
choose ... add the following:
From = source organization, TO = Destination organization and From = Destination organization,
TO = source organization
Tran fer Type = In transit
FOB = Receipt,
Receiving Routing = Standard
Internal Order Required = 'Y'.

17) choose responsibility: Purchasing, Source organization
Setup > Organizations > Purchasing Options
choose Internal Requisition zone
define Order type = Internal1 and Order Source = Internal

18) choose responsibility: Purchasing, Destination organization
Requisitions > Requisitions
create an Internal Requisition
Item#=
Qty=
Destination Type =
Organization =
Location =
Source =
Organization =
Need By date = <current date>
created a requisition #
approve the requisition.
go to Requisition Summary and query out this requisition, make sure it has been approved.

19) choose responsibility: Purchasing, Destination organization
Report > run > run Create Internal Sales Orders

20) choose responsibility: Order Entry, Source organization
Orders, Returns > Import Orders > Order Import Request submit the report.
References
NOTE:744481.1 - Internal Sales Order Cycle In Order Management