Doyen System Pvt. Ltd.

THURSDAY, 18 DECEMBER 2014

IR & ISO - Internal Sales Order Cycle with Setup Steps
in R12.2

Definition:

Internal Requisition/Internal Sales Order provide the mechanism for

requesting and transferring material from one inventory organization to other
inventory organization.

Below is the process flow which has to be followed in each module in

order to execute Internal Sales Order:

Mandatory Setups:
Inventory Setups:
1.
2.
3.
4.

Create two different Locations

Create two Inventory Organizations
Link the Inventory Organizations into Internal Locations
Create at least one Sub-inventory in each of the Inventory
Organizations
5. Define Shipping Networks
6. Create Internal Item - Enable the Attributes "Internal Ordered" and
"Internal Order Enabled"
Purchasing Setups:

1.
2.
3.
4.
5.

Attach
Define
Define
Define
Define

the Internal Order Type in Purchasing Options

Document Types for Internal Requisitions
Approval Hierarchies for Internal Requisitions
Approval Groups and Approval Assignments
the Receiving Options for the Destination Organization

Order Management Setups:

1. Create Internal Transaction Type
2. Define the Document Sequence / Assignments
3. Create Internal Customer
1. Attach the Order Type, Internal Location and Organization into
Customer Ship To site
b. Define Shipping Parameters
Lets see each step in detail,
STEP 1: INVENTORY MODULE

Lets create two Inventory Organizations and two different Locations

first.

(You can also perform copy org from previously created org by invoking
Inventory Setup Organization Organization Copy Maintain Interface)

Or create a new inventory from Inventory Setup Organization

Organization

Here we have created 2 Inventory Organizations

First Inventory Org Name : FIRST INVENTORY Sub-Inventory

Name: Good Down

Second Inventory Org Name : SECOND INVENTORY Sub-Inventory

Name: Store Room

If you are creating new inventory organization then make sure you are
providing all the details in Receiving Information, Inventory information,
Accounting Information and Shipping Networks. If you copy the Inventory
Organization from an existing Organization then system will copy all these
details automatically as like as the model organization.

Open the Periods in Inventory, Purchasing, and General Ledger for the
current month.

Now lets add the inventory to the location created by clicking on other
details as below.
Invoking: Inventory Setup Organization Location

Item Creation
Invoking: Inventory Items Master Items

Name: ITEM 1

Unit Price: $15

Purchasing template applied

Internal Ordered Check box enabled in Order Management.

Assigned to all inventory

Shipping Networks
Inventory Setup Organization Shipping Networks

Now lets input the Source and Destination Inventories to transfer the
items.
Prerequisites:

From & To inventories to be mentioned

Internal Order Required Checked

Primary Accounts number

Save and exit the dialog box, now switch to Order Management
Responsibility.

STEP 2: ORDER MANAGEMENT MODULE

Here lets create a separate transaction type

Invoking: Order Management Setup Transaction Type Define

Sales Document Type: Sales Order

Fulfillment Flow: Order Flow generic

Here I have attached Line Type from the one I previously created and
assigned (Int_Sales_Transac_Line).
Validate the Workflow

Document Sequence & Assign

Lets create a new document sequence by Invoking: Order Management

Setup Documents Define

Here Sequence name is New SEQ and Sales Order # will be generated
starting from 3600.

And assign the sequence by selecting Order Management Setup

Documents Assign

CUSTOMER Creation

Create a new Customer by selecting Order Management Customers

Standard

I have created a new customer as PAYPAL below by filling up the Legal

Address.

Make sure you create the customer type as Internal not External

Query again the customer and follow the below steps.

Click on details from below.

Click on details again,

Select Business Purpose tab

Click on details which indicate both Ship to & Bill to Option you created
before.

Now under here in order type select the transaction type you created
and fill in the Internal Location and Internal Organization respectively as below.

Save the page and switch the responsibility to Purchasing.

STEP 3: PURCHASING MODULE
Document Types:

Before proceeding further lets make sure the document type is perfect.

Invoking: Purchasing Setup Purchasing Document Types

Select the line Requisition Internal

And enter the below information correspondingly.

The default Hierarchy is the one which you created before for
purchasing setup.
Creating Requisition:

Lets create a REQ, Invoking: Purchasing Requisition Requisitions

Enter the item which we created before

ITEM 1

Quantity # 6

Fill up the Source and Destination inventory as below.

Req # generated 4019

Approve the Requisition and query the REQ in Requisition Summary as

above, after making sure the REQ has been approved run the report
Create Internal Orders from View Request Submit a New Request
Create Internal Orders.

STEP 4: Order Import & Perform O2C Cycle

Now lets switch the responsibility to Order Management and perform Order
Import
Invoking: Order Management Orders, Returns Import Orders Order
Import Request

Select the respective Operating Unit

Order Source as Internal

Order Reference # 4019 (Req created before)

This process will run two concurrent programs and we have to make
sure if the program "Order Import Child Req 1" is completed successfully by
viewing the output.
Here No of orders found is 1, Imported 1, Failed 0

Now query the Internal Sales Order number in Order organizer with
Order Source as Internal and Order Source Reference as "Internal Requisition
Number" from Orders, Returns > Order Organizer as below.

Below the order number is generated with sequence 3600, as we

updated while Document Sequencing.

In case, if error emerges and unable to pull the order number through
order organizer do correction by

Invoking: Order Management Orders, Returns Import Orders

Correction

Mention the request ID from which the program ran and select find, the
dialog box will prompt the error and follow the instruction for solution.

Now query the order number in sales order and perform O2C cycle.

Now if you check the On hand quantity for the First Inventory it will be
displayed as below.

After performing receiving in Purchasing or Inventory responsibility, if

you check the On hand quantity in SECOND INVENTORY it will be displayed as
below.

Conclusion:

Hence the item from the First Inventory has been transferred to the
Second Inventory respectively.

The other method of transferring is use of "Inter Organization Transfer"

Feature & the reason why we are using this is,

IR and ISO provide us with a way to transfer material where we

can introduce an approval mechanism for ordering material, and also track the
transaction through documents. These features are not available in the Inter
Organization Transfer utility.
Thank you ||Raja||

Posted by Raju Devaraj at 03:53

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Labels: EBS Functional, Internal Sales Order, IR & ISO, Order Management

11 comments:
1.
Muhammad Tariq23 August 2015 at 04:59
Nice Article :). Good Job.
Reply
2.
Dilan Franza4 November 2015 at 03:11
Excellent Article!!!! Thumb up!!!
Reply
3.
Anonymous16 November 2015 at 18:13
Great Article! Thanks for sharing :)
Reply
4.
Anonymous9 December 2015 at 00:26
Superb !!!!!!!!!!
Reply
5.
Unknown24 December 2015 at 02:11
Very Good Document which is nicely documented.
Reply
6.
Chilukuri Dayakar Reddy28 December 2015 at 02:50
Good Document
Reply
7.
John Rathan31 December 2015 at 04:01

Nice Document
Reply
8.
Anonymous8 January 2016 at 05:57
Thanks a lot!!!
Reply
9.
Anonymous23 January 2016 at 21:52
Very nice document
Reply
10.
Anonymous26 January 2016 at 23:15
Excellent Document
Reply
11.
Anonymous26 February 2016 at 15:06
Is there any article or configuration document for ISO process for Service/Expense
items
-- thanks
Reply

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