ISO is required when there is a shortage of an item in Seattle Manufacturing Plant

(M1) and excess of the same item in Boston Plant (M2).

So to transfer the material from M2 to M1 is done by using the internal
requisitions / internal sales orders.
Modules Involved here is po,inv,om
Setups
------------------

1. Create Items
a. Navigate to Inventory -> Items -> Master Items
-Select organization
V1 (Vision Operations)
-Enter Item Name and Description
CM334455-- item name
-Go to Tools -> Copy From
Apply the 'Purchased Item' template
Go to the Order Management tab and select the checkbox for Internal Ordered
Internal Orders Enabled
- Save
-Go to Tools -> Organization Assignment
enable for M1 and M2
- Save

2. Create a material cost in source org M2 for the new item

- Navigate to Change Organization in inventory and select M2 as the organization

go to Inventory responsibility-> Costs -> Item Costs

- Click on New
- Enter the following information, then click on the button Open
Item : CM334455
Cost Type : Pending
-Click on the button '''Costs'''
Enter the following data
Cost Element : Material
Sub-Element : Material
Basis : Item
Rate or Amount : 5000
- Save
3. update cost:
---------------------------------
Inventory -> Costs -> Standard Cost Update -> Update Costs

- Enter the following data in the Parameters window

Cost Type : Pending
Account Alias (for the Adjustment Account) : Std. Cost Var. (01-520-5390-0000-000)
Description : any suitable description
Item Range : Specific Item
sort Option -- Item
Update Option : Overhead, resource, activity, and item costs
Specific Item:CM334455

- Leave the other parameter values as default, and submit the concurrent
request .Not required to pass optional paramter values here.

- Navigate to View -> Requests and verify that the concurrent has completed
successfully

4. verify that the material cost has been updated or not for the item.
go to Inventory responsibility -> Costs -> Item Costs

-Enter the following data, then click on Find

Item : CM334455
Cost Type : Frozen
- Verify that a row exists with the correct details

5) Internal Customer Setup

Check the setup for the internal customer (this is already done in Vision
environment)

- Navigate to Customers -> customers

provide the name as vision and account number as 1021 and find

- Place cursor on the customer address starting with

3455 108th Ave., Seattle
click on details

- Select the Business Purposes tab

- select the Ship To radio button and click on details

- Verify the Salesperson as
No Sales Credit
- Notice the following information on the internal block (see screenshot below)
Location : M1- Seattle
Organization : Seattle Manufacturing
it acts as internal customer

6) Shipping Network Setup between M2 and M1

Verify setup for inter organization Shipping Network between M2 and M1
- Navigate to Inventory -> Setup -> Organizations -> Shipping Networks
- Click on Find
- Place the cursor in the M2 to M1 row (this row will already exist in a Vision
environment) and verify the following or make changes where needed.
Transfer Type : Intransit
FOB : Receipt
Receipt Routing : Direct
Internal Order Required : checked
- Save the record if any changes were made

7. Define Inter-Location Transit Times

- Go to Inventory responsibility -> Setup -> Organizations -> Inter-Location

Transit Times
- Go to View -> Find and enter
Origin Type : Location
Origin : M2- Boston
Destination Type : Location
Destination : M1- Seattle
- Enter the Ship Method and Intransit Time such as :
Ship Method : Airborne
Intransit Time : 5
Default Method : check
8. Make sure the Inventory Accounting Periods are open for M1 and M2
- Go to Change Organization and select M1 or M2 as necessary
- Navigate to Inventory -> Accounting Close Cycle -> Inventory Accounting Periods
- Verify if the Sysdate is in an Open accounting period, else open the same by
clicking on the button Change Status, and clicking ok to the question "Open
Period?"

9. Do a miscellaneous receipt to create on-hand quantity for the item in M2.

- Go to Change Organization and select M2
- Navigate to Inventory -> Transactions -> Miscellaneous Transaction
- Create a miscellaneous receipt transaction with the following information
Item : CM334455
Subinventory : FGI
UOM : Ea
Quantity : 300
Account : Select the account alias Miscellaneous (01-580-7740-0000-000)
- Save record
- Navigate to Inventory -> On-hand, Availability -> On-hand Quantity and verify the
on-hand quantity for the item
Purchasing Setups

10. Verify the transaction type and order source (this is already done in Vision
environment)
- Navigate to Purchasing -> Setup -> Organizations -> Purchasing Options
- verify the following details under "Document Defaults"
Internal Requisition --Mixed
Internal Requisition Order Source --Internal

The internal sales order will be imported into OM with this order source

Flow Steps
---------------

1. Create an internal requisition & approve

Responsibility : Purchasing , Vision Operations (USA)
- Navigate to Purchasing -> Requisitions -> Requisitions
Type : Internal Requisition
Place cursor in destination region (lower left side fields) and enter
Organization : Seattle Manufacturing
Location : M1 - Seattle
Go to the lines and enter the item
Item : CM334455
The Destination Type and Source should both automatically change to Inventory
and the Subinventory fields should now be visible in edit mode in both the regions.

Go back to the destination region and select the subinventory

Subinventory : FGI
Go to the source region (lower right side fields) and enter
Organization : Boston Manufacturing

Verify at this point that the price in the lines region changes to the item cost
set up done in the Setup Steps 2 to 4 (item cost in M2)
Subinventory : FGI
In the lines region, enter the following information
Quantity : 10
Need-By Date : Sysdate + 10
Save record and note down the requisition number
Submit the requisition for approval and check status
Click on the Approve button, then OK
Go to Purchasing -> Requisitions -> Requisition Summary
Search by entering noted requisition number and verify status is Approved

2. Run the Create Internal Orders concurrent program.

This process inserts the data from PO into the OM interface tables
-Navigate to Purchasing responsibility -> Reports -> Run
- Run the concurrent request Create Internal Orders
- Go to View -> Requests and verify that the concurrent has completed successfully

3. Run the Order Import process

This process pulls the data from the OM interface tables into OM
- Switch responsibility to Order Management Super User, Vision Operations (USA).
- Go to Orders, Returns -> Import Orders -> Order Import Request
- Select the following parameter values and leave the rest as default
Operation unit- vision operations
Order Source : Internal
order reference : enter your requisition number
Validate Only? : No
Leave other feilds as it is ..

- Submit the concurrent request

- Go to View -> Requests and verify the presence of Parent and Child requests, and
that they have completed successfully
- View the output of the Child request by clicking on the View Output button. There
should be an indication on successful import and creation of the internal sales
order. here our order will become automatically booked.

4. View the created internal sales order information

Navigate to Orders, Returns -> Order Organizer

Query the internal sales order by entering

Order Source : Internal
Requisition Number : Enter internal requisition number from step 1 or enter the
requisition number under order source reference
- Click on the Open button
- In the Order information tab and Main sub tab, verify the following
Order Type : Mixed (This is derived from the last functional setup)
Customer : Vision, with customer number 1021
Price List : Corporate
Status : Booked
- In the Order Information tab and Others sub tab, verify the following
Order Source : Internal (This is derived from the last functional setup)
Order Source Reference as : Enter Internal Requisition number
- In the Line Items tab, and Main sub tab, verify the following
Ordered Item : CM334455
Qty : 30
UOM : Ea
Unit Selling Price : 5000 (see item cost setup)
Request Date : Sysdate + 10
Status : Awaiting Shipping
- In the Line Items tab, and Shipping sub tab, verify the following (optional)
Schedule Ship Date + 5 = Schedule Arrival Date
this is derived from the step (setup 7 : Inter-Location Transit Times )
- Note down the order number
5. Pick release the internal sales order

- Navigate to Shipping -> Release Sales Orders -> Release Sales Orders

In the Order tab

Order Number : Enter order number
Scheduled Ship Dates : leave from/to dates as blank
Requested Dates : leave from/to dates as blank
In the Inventory tab
Warehouse : M2
Auto Allocate : Yes
In the Shipping tab
Autocreate Delivery : Yes
Auto Pick Confirm : Yes
Click on the execute button to submit the pick release process and shipping
automatically(in 11i we have to do shipping manually)
Here it will submit the below programs automatically.
Pick Slip Report
Shipping Exceptions Report
Bill of Lading
Packing Slip Report
Commercial Invoice
Vehicle Load Sheet Details
Interface Trip Stop
Auto Pack Report (Auto-pack Report)
Auto Ship Confirm Report (Auto Ship Confirm Report)
(Decription of each programs we can find in standard o2c cycle)

(in 11i -- Ship confirm the internal sales order

- Navigate to Shipping Transactions

- Select the order number and click on the Find button

- In the Lines/LPN tab, verify that the Line Status as Staged

- Go to the Delivery tab and click on the Ship Confirm button

- Click on OK )

7. Verify the status of the internal sales order

- Query order in the order organizer and verify the line status is now Shipped
..Header level no change ..

Internal order lines are never interfaced to Oracle Receivables.

8. Now that the item has been shipped out of the warehouse M2, we will proceed to
receive the shipped quantity in M1.

- Change the organization M1

- Navigate to Purchasing -> Receipts -> Receipts

- In the Requisition field, enter requisition number and click on Find

- Both the Receipts Header / Receipts screen will open

- In the Receipts screen, check the checkbox to the left of the line
--- Save record

Back end query

-------------------

Requisition, sales order, and receipt number

---------------------------------------------------------
SELECT porh.segment1, porl.line_num, pord.distribution_num,
ooh.order_number sales_order, ool.line_number so_line_num,
rsh.receipt_num, rcv.transaction_type
FROM oe_order_headers_all ooh,
po_requisition_headers_all porh,
po_requisition_lines_all porl,
po_req_distributions_all pord,
oe_order_lines_all ool,
po_system_parameters_all posp,
rcv_shipment_headers rsh,
rcv_transactions rcv
WHERE ooh.order_source_id = posp.order_source_id
AND porh.org_id = posp.org_id
AND porh.requisition_header_id = ool.source_document_id
AND porl.requisition_line_id = ool.source_document_line_id
AND porh.requisition_header_id = porl.requisition_header_id
AND porl.requisition_line_id = pord.requisition_line_id
AND porl.requisition_line_id = rcv.requisition_line_id
AND pord.distribution_id = rcv.req_distribution_id
AND rcv.shipment_header_id = rsh.shipment_header_id
AND ooh.org_id = posp.org_id
AND ool.header_id = ooh.header_id
AND ool.shipped_quantity > 0
AND ool.orig_sys_line_ref not like '%OE_ORDER_LINES_ALL%'
AND ool.source_document_line_id is not null
and porh.segment1='14300'