Setup Internal Order Process

This post will guide thought how to setup an Internal Order Process in Oracle Order Management and Oracle Inventory.

1-Create Item

-Navigate to Inventory -> Items -> Master Items

-Select organization V1 (Vision Operations)

-Enter Item Name and Description (starting with OVT as initials)

Item : OVT_Internal_Order1 
Description : OVT Internal Order Flow 1

-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 the record

-Go to Tools -> Organization Assignment -> Check M1 and D1

-Save the record

2-Internal Customer Setup

- Navigate to Customers -> Standard
    Enter the following search criteria and click on Find

    Name : Vision 
    Customer Number : 1021

- Click on Customer row
- Place cursor on the customer address starting with 3455 108th Ave., Seattle
- Click on that row
- Select the Business Purposes tab

- Place cursor on the Usage field Ship To and click Open
- Verify the Salesperson as No Sales Credit

- Notice the following information on the internal block (see screenshoot below) 

    Location : M1- Seattle
    Organization : Seattle Manufacturing

 

This setup is to map the customer address to an internal receiving organization. An internal sales order will appear like a regular order, however actual shipping to an internal organization (in this case M1) is done by creating this association.

3-Setup Shipping Network between Inventory Organizations

- Navigate to Inventory -> Setup -> Organizations -> Shipping Networks
- Click on Find
- Place the cursor in the D1 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 : Standard
    Internal Order Required : checked

- Save the record if any changes were made

4-Define Inter-Location Transit Time

- Go to Inventory -> Setup -> Organizations -> Inter-Location Transit Times
- Go to View -> Find and enter 

     Origin Type : Location
     Origin : D1- Singapore
     Destination Type : Location 
     Destination : M1- Seattle

- Enter the Ship Method and Intransit Time such as :

     Ship Method : DHL
     Intransit Time : 7
     Default Method  : check

5-Open Inventory Accounting Periods

- Go to Change Organization and select M1 or D1 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 this Period?"

6-Create On-hand for Item in Source Inventory Organization

- Go to Change Organization and select D1
- Navigate to Inventory -> Transactions -> Miscellaneous Transaction
- Create a miscellaneous receipt transaction with the following information

    Item : OVT_Internal_Order1
    Subinventory : FGI     UOM : Ea     Quantity : 1500     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

7-Define Transaction Type and Order Source in Purchasing setup

- Navigate to Purchasing -> Setup -> Organizations -> Purchasing Options
- Click on the Internal Requisitions tab
- Notice the Order Type and Order Source setup

    Internal Requisition Order Type : Mixed (The internal sales order in OM will be created with this order type)
    Internal Requisition Order Source : Internal (The internal sales order will be imported into OM with this order source) 

8-Define Inter-Location Transit Time

- Go to Inventory -> Setup -> Organizations -> Intercompany Transaction Flows

- Click on Intercompany Relation

OracleValues Team