1

© 2009 Oracle Corporation – Proprietary and Confidential

2

AGENDA

Presentation – approximately 45 minutes

Q&A Session – approximately 15 minutes

– Web attendees can ask questions via Q&A

panel

– Phone attendees can ask questions via Q&A

panel or

phone (operator assisted)

3

ATTENTION – AUDIO Options

You can

either listen the audio broadcast on your computer

or join teleconference (dial in)

4

Voice Streaming – Audio Broadcast

• Listen only mode

• Advantage: no need to dial in

• What about Questions?

Type your questions into WebEx Q&A panel

• If you prefer full audio access in order to ask

questions directly, please connect to our

teleconference

• Connect details you will find at next slide

5

ATTENTION – AUDIO INFORMATION

Teleconference Connect details:

1. Conference ID: <52023803>

2. International dial in: <+44 (0) 1452 552 816 >3. List with national toll free numbers is available in

note <1304153.1>

You can view this info anytime during the conference using Communicate > Teleconference > Join Teleconference

from your WebEx menu

6

<Insert Picture Here>

Internal Requisition To Internal Sales Order FlowPresenter’s Name Sirisha Padmala & Devaraju Holenarasipur

Presenter’s Title Principal Software Engineer

7

AGENDA

Presentation – approximately 45 minutes

Q&A Session – approximately 15 minutes

Web attendees can ask questions via Q&A

panel only

Phone attendees can ask questions via Q&A

panel or phone (operator assisted)

8

AUDIO INFO - Teleconference

Connect details:

- Teleconference Connect details:

- Conference ID: <52023803>

- International dial in: <+44 (0) 1452 552 816 >

- List with national toll free numbers is available in

<<Document1304153.1>>

You can view this info anytime during the conference using Communicate > Teleconference > Join Teleconference

from your WebEx menu

9

Q&A panel

type your question here1

Send your question3

Who to ask?2

10

your question pop-up here

11© 2010 Oracle Corporation – Proprietary and Confidential

The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into

any contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decision. The

development, release, and timing of any features

or functionality described for Oracle‟s products

remains at the sole discretion of Oracle.

Safe Harbor Statement

12

<Insert Picture Here>

Internal Requisition To Internal Sales Order FlowPresenter’s Name Sirisha Padmala & Devaraju Holenarasipur

Presenter’s Title Principal Software Engineer

13

Agenda

• Introduction

• Setup Steps

• Demonstration

• New Features

• Trouble Shooting

• Q & A

© 2010 Oracle Corporation – Proprietary and Confidential

14

Introduction

•Internal requisition is a requisition in the Purchasing

system that will directly result in the generation of a

sales order in the Order Management.

•Internal Requisition/Internal Sales Order provide the

mechanism for requesting and transferring material

from one inventory organization to other inventory

organization or expense location.

•When Purchasing, Order Management, Shipping

Execution, and Inventory are installed, they combine to

give you a flexible solution for your inter-organization

and intra-organization requests.

15

Sources of Internal Requisitions

Demand for internal requisitions can come from the

following sources

•Online user's request for stock items out of inventory

•Inventory Replenishment Requests

Inventory generates replenishment requests

automatically using the following methods:

1) Min-Max Planning

2) Reorder Point Planning

3) Subinventory Replenishments for

Replenishment Counts

4) Kanban Replenishments

16

Sources of Internal Requisitions

•Oracle Master Scheduling/MRP and Supply Chain

Planning generated requisitions

Master Scheduling/MRP creates requisitions for

„buy' items when you release them using the

Planner Workbench.

•External system's requests

You can automatically import internal requisitions

from other Oracle Applications or existing non-

Oracle systems using the Requisitions Open

Interface.

17

Setup Steps

•Item to be used on Internal requisition should have the

following flags enabled.

•Purchasing -> Purchasable

•Order Management -> Internal Orders Enabled

•Order Management -> Internal Ordered

•Order Management -> OE Transactable

•Item needs to be assigned to both source and

destination inventory organizations.

18

19

20

21

22

23

Setup Steps

• Create shipping network between source and

destination Inventory organizations.

•Navigation is as follows

Inventory responsibility -> Setup -> Organizations

-> Shipping Networks

•Shipping network should be created from source to

destination organization.

•Transfer type can be either Direct or Intransit

•Internal Order required checkbox should be checked.

24

25

26

Setup Steps

• When using Internal Requisition/Internal

Sales Orders, it is required to create an

internal customer for each destination

organization and a customer ship-to site

for each deliver-to location within the

destination organization.

• Define the same address for your

customer ship-to-site as your deliver-to

location.

27

28

29

30

Setup Steps

• The Customer must be created in the Operating Unit

of the Source Inventory Organization that is used on

the Internal Requisition.

• Profile option PO: Legal Requisition Type should be

either BOTH or INTERNAL

PO: Legal Requisition Type = BOTH

- Items can be purchased from a vendor or from on

hand inventory

PO: Legal Requisition Type = INTERNAL

- Items can only be obtained from on hand inventory.

31© 2010 Oracle Corporation – Proprietary and Confidential

D E M O N S T R A T I O N

32

33

34

35

IR-ISO behavior prior to 12.1.1

Prior to Release 12.1.1, Synchronizing the changes

between Internal requisition and Internal sales order were

not available.

It‟s a very common requirement that the following entities

on the IR-ISO need to be synchronized.

• Quantities

• Dates

• Cancel action

36

IR-ISO Change Management in 12.1.1

• Propagation of Urgent Flag on Internal requisition line to the internal

sales order line as Shipment Priority.

• Changes to the Requested Quantity and Need By Date of Internal

requisition lines in case of both full and partial shipment scenarios.

• Changes to the Ordered Quantity, Schedule Ship Date /Schedule

Arrival Date of Internal sales order lines for both full and partial

shipment scenarios.

• Cancellation of Internal requisition header/Line.

• Full/ partial cancellation of Internal sales order/Line.

37

Propagation of Urgent flag to Shipment Priority

(Setup)• (N)-> System Administrator>profile>System

Query for the profile

“POR: Urgent Flag on Int Req maps to shipping Priority”

• choose the shipment priority value as High Priority at site level.

38

Propagation of Urgent flag to Shipment Priority

(Continued …)

• Shipment Priority indicates the urgency with which an order can be

shipped to the customer.

• Shipment priority enables grouping shipments into different categories

of urgency and can be used as a parameter for Pick Release.

39

Change on Requested Quantity/Need By Date in IR

(Setup)• Disable the constraint on the Update operation on „Request Date‟

and „Ordered Quantity‟ attributes of the Order Line.

• (N)OM Resp>Setup>Rules>Security>Processing constraints

40

Change on Requested Quantity/Need By Date in IR

(Setup)

• (N)-> System Administrator>profile>System

• Set Profile "POR: Sync up Need by date on IR with OM" to 'Yes'

at site level

41

Change on Requested Quantity and Need By Date in IR

42

Change on Ordered Quantity, Schedule Ship Date

/Schedule Arrival Date in ISO

43

Change on Requested Quantity and Need By Date on IR

even in partial Shipment

44

Change on Ordered Quantity / Schedule Ship Date or

Schedule Arrival Date on ISO even in partial shipment

45

Cancellation of Internal Requisition Header/Line or

Internal Sales Order Header/Line(Setup).

• Ensure to Disable the constraint on the Cancel Operation on

Order header and Order Line.

46

Cancellation of Internal Requisition Header/Line or

Internal Sales Order Header/Line(Continued…)

47

Partial Cancellation of ISO/IR

Partial cancellation of ISO:

Cancel the Internal Sales order. With „Cancel Remaining Order‟

checkbox checked, indicating that only the lines eligible with

cancellation should be cancelled. The changes would be reflected in

the Internal Requisitions.

Partial cancellation of IR:

Cancel the Internal Requisition Line. The New open Internal Order

shipment line should get cancelled.

48

IR-ISO some basic troubleshooting

1. Unable to select ‘Inventory’ as source type while creating a

Requisition.

- Verify the item attribute „Internal Orderable‟ for Item is enabled.

2. unable to see the source Organization in the LOV.

- Ensure Shipping Network between the Source Organization and the

destination Organization is defined properly.

- set the „Internal Order Required‟ flag

3. Cannot save the internal requisition with message ‘Destination

location requires customer association’ prompted.

- Ensure to associate the location with the customer form in AR.

4. Create internal order is not populating the OM interface tables.

- Get the concurrent program log and database trace for the request

„Create internal order program‟ to see if the data is not imported to OM

interface tables.

49

50

Q&A panel

type your question here1

Send your question3

Who to ask?2

51

Further Info & Help

• Recording & Material (Doc ID 740964.1)

• Advisor Webcast Current Schedule (Doc ID 740966.1)• Procurement Advisor Webcast Calendar [ID 1083713.1]

• MOS Community <Procurement Community>

52

© 2011 Oracle Corporation – Proprietary and Confidential

Start using your Procurement Community

53

Upcoming Webcast - Procurement Advisor Webcast

Calendar [ID 1083713.1]

Date Topic Details Registration

Tuesday, June 21, 2011 at (2:00 PM Western European Summer Time, 9:00 am Eastern Daylight Time, 7:00 am Mountain Daylight Time)

Using AME (Approvals Management Engine)with PO requisition workflow

Document 1304202.1

To register ()* Webcast Material * Recording * Alternate Recording

Tuesday, July 12, 2011, 2011 at at (2:00 PM Western European Summer Time, 9:00 am Eastern Daylight Time, 7:00 am Mountain Daylight Time)

Customizing the Workflows din Oracle EBS(procurement)

To register () * Webcast Material * Recording * Alternate Recording

54

© 2010 Oracle Corporation – Proprietary and Confidential

THANK YOU