Job Aid

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Inventory: Requisition Creation and Multi-

Flow Process Assignment

R12 UPK Changes

Inventory Transactions
Inventory: Requisition Creation and Multi-Flow Process Assignment

Procedure
Welcome to the GSLO Oracle R12 Upgrade Training!

In this module you will learn how to create a Requisition and understand how the Multi-flow
Assignment process works.

This training demonstrates four significant changes:

1. In 11i, users would open the requisition form, select the item, and then select the destination
and source. In R12, this sequence is changing. Users must first select the destination
organization which will systemically derive the operating unit and then be brought to the
requisition form. This change is driven by an Oracle out-of-the-box requisition form that

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requires operating unit selection first. Also there will no longer be Dex related fields and flow
status type.
2. In the process of creating a requisition, multi-flow assignment takes place for international
orders only. In 11i, flow assignment happens at the internal requisition and internal sales
order header level. In R12, this assignment happens at the line level. This alleviates manual
entry of multiple SOs for the same source/destination with a mix of flow types, expanded
assignment/grouping beyond just ISOs and supports Oracle Transportation Management
(OTM).
3. Orders with multiple lines (RMAs, Repair, and manually created IRs) do not get the
systematic benefit of flow type assignment/grouping.
4. The operational impact is for International shipments only. There is no impact to domestic
orders. Scheduling function and error logic on manually entered orders to check for flow type
will be removed.

UPK Training

If you are using this Job Aide to accompany the UPK training (online training), please see the
descriptions below so as to better understand the features of UPK

1. Review the training in the “See It” mode. This is a visual experience without a voiceover
where you will need to review a series of screenshots with notes. No other action is
required.
2. Execute the training in the “Try It” mode. This will be a completely interactive experience
and requires you to actively execute the necessary steps to complete the activity. This
provides you with the opportunity to practice the logical steps in the system.

Step Action
1. Login to the Oracle environment.

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Step Action
2. For this example, we are logging into the CTS Inventory User - MOAC responsibility.

This can be performed by other responsibilities mentioned under the "Impacted

Responsibilities" in the first screen.

3. Click the Requisitions link.

4. Select the Org to select the destination.

NOTE- This is a new R12 feature.

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Step Action
5. Click in the Find field.

6. Enter the desired information into the Find field.

In this example, enter "ID1%".

7. Click the Find button.

or Press [Alt+F].
8. Note: The ‘Operating Unit’ field on the IR will be auto-populated based on the
selection from the previous ‘Deliver-to Organizations’ window.
9. Click in the Item field.

10. Enter the desired information into the Item field.

In this example, enter "CISCO1841".

11. Press [Tab].
12. or Press [Alt+O].
13. Click the OK button.

or Press [Alt+O].
14. Click in the Quantity field.

15. Enter the desired information into the Quantity field.

In this example, enter "1".

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Step Action
16. Enter the appropriate information in the following fields:

Destination Location
Destination Subinventory
Source Organization
Source Subinventory

Note: Destination Organization will be auto-populated based on the selection

made in the ‘Deliver-to Organizations’ window for the first line on the IR; adding
subsequent lines will require users to manually enter the desired values

17. Click the Save button.

18. The IR number will be generated now.

19. The "Flow Status" information will now be visible at the Line level in R12
(highlighted area).

Note: In 11i, this information was available at the header level DFF.
20. Click in the [ ] field.

21. You can see the Flow Status auto-populated here.

22. Click the OK button.

or Press [Alt+O].
23. Click in the Type field.

24. Click in the Item field.

25. Enter the desired information into the Item field.

In this example, enter "GLC-SX-MM=".

26. Press [Tab].

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Step Action
27. Enter the desired information into the Quantity field.

In this example, enter "1".

28. Click in the Organization field.

29. Enter the desired information into the Organization field.

Enter "ID1".
30. Enter the desired information into the Location field.

Enter "ID1".
31. Enter the desired information into the Subinventory field.

Enter "WHS".
32. Click in the Organization field.

33. Enter the desired information into the Organization field.

Enter "NL1".
34. Click in the Subinventory field.

35. Enter the desired information into the Subinventory field.

Enter "WHS".
36. Click the Save button.

37. Click in the [ ] field.

38. You can see the Flow Status for the second line here.

Note- This field gets auto-populated when the IR is saved.

39. Click the OK button.

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Step Action
or Press [Alt+O].
40. Click the Approve... button.

or Press [Alt+A].
41. Click in the Note field.

This is an Optional field.

42. Enter the desired information into the Note field.

In this example, enter "Test".

43. Click the OK button.

or Press [Alt+O].
44. In this module you have learned how to create a Requisition and understand
how the Multi-flow Assignment process works.

End of Procedure.

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