Oracle Inventory Management IR/ISO Cycle & PO Receipts

Oracle Inventory Management IR-ISO & PO Receipts

Contents

1. Index32. IR/ISO Cycle42.1. Creating Internal Requisition42.2. Trigger Create Internal Order request62.3. Order Import Process82.4. Verifying Import Order102.5. Pick Releasing ISO132.6. Allocating & Transacting ISO142.7. Ship confirming ISO172.8. Verifying Onhand - IR Inbound QTY203. Receiving process at Destination Org213.1. Creating Receipts213.2. Delivering Receipts244. PO Receipt Process274.1. Creating Receipts for PO274.2. Receiving Transactions305. Open and Closed Issues34

IR-ISO CyclePrerequisites for making IR-ISO:1) Item Attributes for Internal Ordered and Org assignment.2) Shipping networks with Internal Order Required flag enable. 3) Internal customer assignment.4) Internal Requisition Approval Assignment.5) Grant privileges to Ship material.

Creating a new Internal Requisition (IR):Navigation:Oracle Purchasing User Responsibility Requisitions Requisitions

Select Requisitions and click on Open

Provide the Details: Requisition Type (It should be Internal Requisition) Description Item Details Quantity Need by Date Source Organization Destination Organization Destination Location

After entering the required details, click on Save, to update the details.One Requisition Number will be generated and status will be in Incomplete

Click on Approve to make the Internal requisition Approved.

Creating Internal Order from IRAfter getting the Internal Requisition Approved, Navigate to: View Requests Submit a New Request Single Request

From the List of Requests, select Create Internal Orders

Click on Submit

Click on OK for decision check box and for Submitting another request, click on NoRequest will be submitted and click on Find and verify that the request is completed successfully, without any Error/Warning.

*Now from Order management Responsibility, Order has to be Imported and Processed for Shipping.

Importing Order from OMNavigation:From Order manager User Responsibility:Goto View Requests Submit a New Request Single Request

From the Requests LOV, select Order Import

In Parameters, provide the details: Operating Unit (Optional) Order Source (It will be internal) Order Reference Number (Internal Requisition Number)Click on OK and Submit to Process the Request.Order Import Request will trigger a Child Request. Both Requests have to complete successfully.

Verifying Import Order from Order Organizer FormNavigation:Orders, Returns Order Organizer

Select Order Organizer and click on Open.

Find Orders/Quotes form will open.

Enter the Requisition number in Find Orders/Quotes form and click on Find

Click on Open in Order Organizer form.

Sale Order Form will open with all details of the Order Header and Line Information.

Pick Releasing the OrderNavigate to:Shipping Release Sale Orders Release Sale Orders

Select Release Sale Orders and click on OpenProvide the Order Number and click on Concurrent.

It will trigger a Concurrent Request and generates the Request ID.Close Release Sale Orders form and verify for successful completion of Concurrent request.(If Pick release not happened from Release Sale Orders form, we can do it from Shipping Transactions form)

Transacting move OrderNavigate to:Move Orders Transact Move Order

Select Transact Move Orders and click on Open

Provide the Move Order number and click on Find

Select the line and click on Allocate. Allocations will be done based on the Material Availability and Picking rules defined.Click on View/Update Allocations to view the Material Allocations and for TransactingGives the information of Transaction completion.Click on Transact

One pop-up will trigger and gives the information of Transaction completion.

Ship Confirm the Order LineNavigation:Shipping Transactions

Select Transactions and click on Open

Provide the Order Number and click on Find

Click on Delivery Tab.

Click on Ship Confirm

Click on OK

One Message box will open and gives the details about delivery is completed successfully.

Verifying Inbound Quantity from Destination OrganizationNavigate to Material Workbench from Destination Organization and query with Item Code

Receiving Process at Destination OrganizationCreate a new receipt From Destination Organization,Navigate to:Oracle Inventory User Responsibility Transactions Receiving Receipts

Select Receipts and click on Open

Provide Requisition Number and click on Find

Select the Lines and click on Save. One receipt number will generate. To view the Receipt Number, click on Header.

Deliver Receipt QuantityNavigate to:Oracle Inventory User Responsibility Transactions Receiving Receiving Transactions

Select Receiving Transactions and click on Open

Provide Receipt Number/Requisition number, and click on Find

Select the Line and provide Subinventory, Locator and LOT Details to deliver the material.Click on Save to complete the transaction.Now On-hand quantity of the Item at Destination is updated with the Receipt Delivered quantity.

PO Receipt ProcessCreating Receipts for PONavigation:Oracle Inventory User Responsibility Transactions Receiving Receipts

Select Receipts and click on Open

Provide the Purchase Order number and click on Find

Select the lines that are need to Receive.Quantity will show the pending shipment quantity of PO. We can override the quantity value. Click on Save icon to create a new receipt for selected lines with provided quantity.Click on Header to view the Receipt number.

Close the form to proceed for Delivering.

Receiving TransactionsFrom Receiving Transactions form we can inspect & Deliver the material.Navigate to:Transactions Receiving Receiving Transactions

Select Receiving Transactions and click on Open

Provide Receipt Number and click on Find

Select the lines to be Inventoried and provide Location Name.(We can modify the receipt quantity to deliver to inventory.)Now Select each line, one by one, and click on Inspect.(Inspect option is available for only the Shipments which are routed through Inspection Required) Inspection details form will be opened.

Provide the Accepted quantity and click on OKAfter completing the process for all lines, click on Save ico, to process the Transaction.Deliver Material to InventoryAgain navigate to Receiving Transactions form with same Receipt number.

Select the lines to be delivered to inventory and Provide Subinventory, Locator and LOT Details.Click on Save icon to complete the Transaction.Verify On-hand quantity of material from Material Workbench.

Open and Closed Issues for this Deliverable

Open Issues

IDIssueResolutionResponsibilityTarget DateImpact Date

Closed Issues

IDIssueResolutionResponsibilityTarget DateImpact Date