R12 What Are The Steps Required To Setup An Internal Requisition in Purchasing

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R12: What Are The Steps Required To Setup An Internal Requisition In Purchasing? [ID
1384716.1]
Modified 09-DEC-2011
Type HOWTO
Status PUBLISHED
In this Document
Goal
Solution
Step 1 - Creating the Item
Step 2 - Creating the Shipping Network
Step 3 - Create the Internal Location
Step 4 - Conduct a Miscellanous Transaction (Receipt)
Step 5 - Create the Internal Customer - Assign the Location
Step 6 - Item Price Information
Step 7 - Creating the Requisition
Step 8 - Submitting the Create Internal Orders Concurrent Request
Step 9 - Import the Internal Sales Order
Step 10 - Execute Pick Release/Ship Confirm
Step 11 - Conduct the Receipt in the Destination Organization
Step 12 - Confirm the Quantity is Delivered
Applies to:
Oracle Purchasing - Version: 12.0.0 to 12.1.3 - Release: 12 to 12.1
Information in this document applies to any platform.
Goal
What are the basic setup steps required to use the Internal Requisition Functionality?
Solution
Testcase Scnario: The following setups will demonstrate the flow of an Internal Requisition between two
inventory organizations.
M1 - Seattle Manufacturing will represent the destination organization
M2 - Boston Manufacturing will represent the source organization
In this example, the item will be procured internally from the M2 - Boston Manufacturing inventory
organization
The following responsibilities are utilized in this example:
Purchasing Super User (or equivalent)
Order Management Super User
Inventory
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=HOW... 09/01/2012
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Step 1 - Creating the Item

Purchasing Super User - Navigation: Items/Master Items
Enter the Item Name

Ensure it is Purchased and Purchasable
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Select these attributes:
Customer Ordered and Customer Orders Enabled

Shippable
Internal Ordered
Internal Orders Enabled
OE Transactable
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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.
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In the Vision Demo instance, the Purchasing and Order Management Attributes are controlled at Item
Master level.
By choosing the attributes at the item master level (V1) automatically sets these attributes for all
organizations which
are assigned (ex. M1 and M2). By choosing the attributes at the Item Master level - they are already set for
all
inventory organizations assigned.
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Step 2 - Creating the Shipping Network

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:
1. Direct - means that when the Internal Sales Order is shipped the receipt process in the
destination organization is done automatically
2. 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
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).
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Step 3 - Create the Internal Location

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
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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.
Step 4 - Conduct a Miscellanous Transaction (Receipt)

Inventory: Navigation: Transactions/Miscellaneous Transactions
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Choose the Inventory Organization that will be the Source Inventory Organization - Ex. M2
Enter 'Miscellaneous Receipt' as the type and Choose the Transaction Lines button
Enter the Item Created and then a subinventory, quantity, etc..
This step is being done to satisfy the Internal Sales Order which is created, as it ensures that there will be
ample quantity On Hand (in M2) to perform the shipping portion of the Internal Sales Order process from
the M2 inventory organization.
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Step 5 - Create the Internal Customer - Assign the Location

Order Management Super User: Navigation: Customers/Standard
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A web based form will open, choose the Create button in the lower left.
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Enter the Customer Name - in the Organization Name field.

Choose the Profile Class that applies to the customer. Ex. Excellent.
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Scroll further down and enter the Address details for the Internal Customer.
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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
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Move to the bottom of the page, and the address should be visible.
Choose the Details icon
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The Account Site Information will appear, select the Business Purposes tab
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The Ship To and Bill To should now be visible.

Select the Details icon to the right of the Ship To
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Under the Order Management section, there is a field 'Internal Location'

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 Inventory
Organization by using the following sql:
select 'The Inventory Organization '
||oo.organization_code||'has the inventory organization ID of '
||oo.organization_id||' and is under the Operating Unit'
||hro.name||' which has the Operating Unit ID of '||oo.operating_Unit
from org_organization_definitions oo, hr_all_organization_units hro
where upper(oo.organization_code) like upper('%&INV_ORG_CODE%')
and hro.organization_id = oo.operating_unit;
Pass in the Source Inventory Organization Code - and then ensure the Customer is created in the
Operating Unit for the Source Inventory Organization.
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Step 6 - Item Price Information

Purchasing Super User: Items/Master Items
The price used on the requisition comes from the item costs section.
Query back the item

Choose from the top text menu - Tools/Item Costs
The screen to follow shows the item price that is used when creating the Internal Requisition. This is how
purchasing derives the price when creating the Internal Requisition. It uses the price for the Cost - in the
Source Inventory Organization. Whatever the price is in the Source Inventory Organization used on the
requisition - the price is derived. The reason is that the Sales Order is being created in the Source
Organization, so the price in the Source Organization must be used.
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Step 7 - Creating the Requisition

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.

Question: Why is the Following Error message encountered : 'Destination location requires
customer association.'
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, and the customer association is not found. This was done earlier in step 5. The solution to this
error is to
setup the employee record to default a location that was associated with a customer (as in step 5 above) or
prior to
entering the item, move to the destination section of the form and enter an inventory organization and
location that is
properly assigned to a customer, followed with entry of the item.
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Step 8 - Submitting the Create Internal Orders Concurrent Request

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.
Please note that the calculate_price_flag is inserted as N into the Order Management interface tables. This
means that Purchasing is going to pass the price and it will not be impacted or recalculated when imported
into Order Management. This is proper functionality. We are currently tracking on Enhancement Request
Bug 3095239 that would allow the use of an Internal Price List.
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The following sql can be used to review the data in the oe_iface tables.
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
Pass in the requisition number when prompted.
Question: How can the interface data for Internal Requisitions be viewed in the Order Management
Module?
This is possible using the Order Management Responsibility - and navigating to Orders/Import
Orders/Corrections
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 - it has either been created into a Sales Order or not inserted into the
tables by the Create Internal Orders program
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The records are viewable at this stage and can be deleted.

PLEASE NOTE - if records are going to be deleted, it is necessary to Delete the Lines first and then the
header
Be sure to choose Lines first - and then choose the delete icon from the toolbar - then delete the
header
Deletion of the header record will NOT delete the line - it is not a cascade delete option. If the header is
deleted prior to the line - it is not possible to ever again locate the line in this form - sqlplus will have to be
used to remove the line.
Enhancement Bug 4966920 has been created to improve this form and add the cascade delete
functionality.
Question: How can the Internal Requisition be resubmitted to the Order Management interface
tables?
In the po_requisition_headers_all and po_requisition_lines_all table there is a column
'transferred_to_oe_flag'. 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. There are
currently no options available through the Oracle Purchasing forms that allow the updating of this flag, so
sqlplus would have to be used.
Question (Problem): When Running the Create Internal Sales Order Process - it completes with
Success but no records are inserted into the Order Management Interface Tables?
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. When the Create Internal Sales Order
process runs, 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 - then it will not insert data into the
oe_headers_iface and oe_lines_iface table.
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. For this example, it would be required to
check the Purchasing Options for the Operating Unit which M2 is belonging too.
VERY IMPORTANT ALSO REGARDING Create Internal Orders - In Release 12 you must make sure
that you are choosing an Order Type in the Purchasing Options - that was created in the SAME operating
unit for the Purchasing Options you are setting up.
Ex. If you are in the Germany Purchasing Options - then ensure you choose a Order Management Order
Type that was created in Germany Order Management. BEWARE - The list of values for Order Type is
showing Transaction Types from other Operating Units. So, if you are in Germany Purchasing Options and
then choose a France Created Transaction Type - no Records will be inserted during the Create Internal
Orders Process. This is fixed in Release 12.1.1 and beyond.
Also, remember that whatever the Source Inventory Organization that is used on the Internal Requisition the purchasing options must be setup for that Source Organizations Operating Unit. So if the internal
requisition has two inventory organizations from different Operating Units - ensure the Purchasing Options
have been setup for both of the Inventory Organizations Operating Units - 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 - as
the Sales Order is going to be created in the Source Organizations Operating Unit.
Question: Does the Purchasing Create Internal Orders process pass flexfield values from the
Purchase Requisition?
Currently, the Create Internal Orders process does not pass any values from flexfields. If there are
mandatory/required flexfields setup on the Order Lines table in Order Management, a value will have to be
defaulted as a default value from some other method in order for the import process to complete
successfully.
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Step 9 - Import the Internal Sales Order

Order Management Super User: Navigation: Orders,Returns/Import Orders/Order Import Request
Enter these values:

Operating Unit - Operating Unit of the Source Inventory Organization (Ex. M2)
Order Source - Internal (or the order type being used
Order Reference - Requisition Number
Submit the request. Confirm that it completes.
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Navigating to Orders,Returns/Order Organizer

Enter the requisition number in the Find form
Confirm that the Internal Sales Order was created from the import
Question: Can the price be updated adjusted during the Order Import?
The calculate price flag is frozen and the price cannot be changed. This is based on the values inserted by
the
Create Internal Orders process from Purchasing.
Question: Where is the schedule Ship Date coming from?
The scheduled ship date is passed from the requisition Need By Date, it cannot be defaulted any
differently.
Question: How is the Order Type being chosen?
This is coming from the Purchasing Options - Responsibility Purchasing Super User Setup/Organizations/Purchasing Options.
The following queries can be used to confirm that the Internal Sales Order was created.
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SELECT *
FROM OE_ORDER_HEADERS_ALL
SELECT *
FROM OE_ORDER_LINES_ALL
Pass the requisition number into the script when prompted.
Step 10 - Execute Pick Release/Ship Confirm

Order Management Super User: Shipping/Transactions
Enter the field - From Order Number - give the Internal Sales Order
Choose Find
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From the Actions - choose Launch Pick Release

Once the Pick Release has been completed, requery the Internal Sales Order in the shipping transactions
form.
The field 'Next Step' should now be showing Ship Confirm.

Choose the Delivery tab
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While in the Delivery form, choose actions 'Ship Confirm'
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The Ship Confirm submission form appears.

Ship Entered Quantities
Create Delivery for Staged quantities
Close Trip
The selections above were all defaulted into the ship confirm submission form. Choose OK.
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Requerying the record shows that the Next Step is to Run Interfaces.
This represents running the Interface Trip Stop process.
In this example, the Interface Trip Stop ran automatically.
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Navigation: Shipping/Interfaces/Run - Interface Trip Stop

If required, run the Interface Trip Stop process for the Trip that was created.
Confirm that it completes with success.
The shipping process in M2 will also automatically create the receipt in M1 - if the Shipping Network
was setup to have a transfer type of Direct. For this example, Intransit was used to as to be able to
demonstrate the receiving process.
Step 11 - Conduct the Receipt in the Destination Organization

Purchasing Super User: Receiving/Receipts
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Upon entering the Receiving form, search based on the requisition number.
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Select the line for Receipt - and save the record. The Receiving Transaction Processor will be engaged
and the item will be transacted into the M1 - Destination Inventory Organization.
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Navigating to Receiving/Receiving Transactions Summary - it is possible to search on the requisition and

view the completed Receiving Transactions.
Step 12 - Confirm the Quantity is Delivered

Purchasing Super User: Requisitions/Requisition Summary
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Querying the requisition lines, it is possible to view the quantity delivered - giving confirmation that the
Sales Order was shipped from the source inventory organization (M2) and receipted into the destination
inventory organization (M1).
Related
Products
Oracle E-Business Suite > Procurement > Procurement > Oracle Purchasing
Keywords
ASSOCIATION; CUSTOMER; CUSTOMER ASSOCIATION; INTERNAL LOCATION; INTERNAL
ORDER; INTERNAL REQUISITION; INTERNAL SALES ORDER; INVENTORY ORGANIZATION;
ITEM; MISCELLANEOUS TRANSACTION; ORGANIZATION; REQUISITION; SALES ORDER;
SHIPPING NETWORK; TRANSACTION
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Page 1 of 35

Step 1 - Creating the Item

Enter the Item Name

Select these attributes:

Customer Ordered and Customer Orders Enabled

Step 2 - Creating the Shipping Network

Step 3 - Create the Internal Location

Enter a Location Name - for the Internal Location

Step 4 - Conduct a Miscellanous Transaction (Receipt)

Step 5 - Create the Internal Customer - Assign the Location

Enter the Customer Name - in the Organization Name field.

The Ship To and Bill To should now be visible.

Under the Order Management section, there is a field 'Internal Location'

Step 6 - Item Price Information

Query back the item

Step 7 - Creating the Requisition

In the Order Type Field - change the Order Type to Internal

Approve the requisition.

Step 8 - Submitting the Create Internal Orders Concurrent Request

The records are viewable at this stage and can be deleted.

Step 9 - Import the Internal Sales Order

Enter these values:

Navigating to Orders,Returns/Order Organizer

Step 10 - Execute Pick Release/Ship Confirm

From the Actions - choose Launch Pick Release

The field 'Next Step' should now be showing Ship Confirm.

While in the Delivery form, choose actions 'Ship Confirm'

The Ship Confirm submission form appears.

Navigation: Shipping/Interfaces/Run - Interface Trip Stop

Step 11 - Conduct the Receipt in the Destination Organization

Navigating to Receiving/Receiving Transactions Summary - it is possible to search on the requisition and

Step 12 - Confirm the Quantity is Delivered

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