IR to ISO Cycle - Internal Requisition to Internal Sales Order

Oracle IR-ISO/Internal Sales Order Process

IRISO Stands for Internal Requisition Internal Sales Orders. IR ISO is used to transfer the material from one inventory organization or warehouse to another with in the same company. IR ISO tracks the material movement in the system. We will go through the complete flow of information from Purchasing to Order Management to Shipping and Inventory during the life cycle from an Internal Requisition creation until the Internal Order is received into the destination organization.

The process of receiving against Internal Sales Orders involves the following steps:

Internal Requisitions can be raised to transfer goods between

1. Source and Destination inventory organizations in the Same Operating Unit.
2. Source and Destination inventory organizations Across Operating Units.

IRISO Process

IR ISO - Same Operating Unit
1. Create Internal Requisition (IR) and associate Destination Inventory Org, Location and Sub-inventory
2. Approve Internal Requisition (IR).
3. Run (Create Internal Orders) Concurrent program from purchasing responsibility.

4. Run (Order Import) Concurrent program from order management responsibility from source organization.
5. Internal Sales Order gets created with the Entered / Book status.
6. Pick the material and Ship the material from the Source Inventory Organization.
7. Material will be available in the destination inventory.

8. Material Receipts at destination organization.

IR ISO - Across Operating Units - OU1 & OU2
1. Create Internal Requisition in OU2 (Destination OU)
2. Approve IR
3. Run Create ISO(Internal Sales Order) import process and Order Import Process
4. Internal Sales Order gets created in OU1.
5. Schedule Order and Issue demand in OU1.
6. Perform Pick Release and print picking documents.
7. Ship Confirm in OU1
8. Manual Receipt and Delivery of goods in OU2.
9. Run Create Intercompany AR Invoices Concurrent Program.
10. Run Auto Invoice Master Program.
11. Run Create Intercompany AP invoices.
12. Run Payables import concurrent program.

  

IR-ISO Cycle

Prerequisites 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 Internal Requisition (IR):

Navigation:

Oracle Purchasing User Responsibility→ Requisitions→ Requisitions

Provide the Details:

-          Requisition Type (It should be ‘Internal Requisition’)
-          Description
-          Item Details
-          Quantity
-          Need by Date
-          Source Organization

-          Destination Organization
-          Destination Location

-      Destination Sub-inventory

After entering the required data, click on ‘Save’, to update the details.

One Requisition Number (33643) will be generated and status will be in ‘Incomplete’

Click on ‘Approve’ button to make the Internal requisition Approved. Click OK button.

Navigationà Requisition Summary

Enter Requisition number and click Find button.

Created Requisition will open. Check the approval status.

Creating Internal Order from Internal Requisition (IR)

After getting the Internal Requisition Approved,

Navigate:

View → Requests →Submit a New Request→ Single Request

From the List of Requests, select ‘Create Internal Orders’ process

Click on ‘Submit’

Click on ‘OK’ button for decision check box and for Submitting another request, click on ’No’ button Request will be submitted and click on ‘Find’ button and verify that the request is completed successfully, without any Error/Warning. Wait till the program is completed.

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

Importing Order from OM

Navigation:

From Order manager User Responsibility:

Goto View → Requests →Submit a New Request→ Single Request

From the Requests LOV, select ‘Order Import’ process

In Parameters, provide the details data:

-          Operating Unit
-          Order Source
-          Order Reference Number

Click on ‘OK’ button and Submit to Process the Request.

‘Order Import’ Request will trigger a Child Request. Both Requests have to complete successfully.

Wait till the program is completed.

This process will run two concurrent programs and we have to make sure always if the program "Order Import Child Req 1" is completed successfully by viewing the output data.

Here No of orders found is 1, Imported 1, Failed 0

Verifying Import Order from Order Organizer Form

Navigation: Orders, Returns→ Order Organizer

‘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.

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.

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

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

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

Pick Releasing the Order

Navigate to:    Shipping→ Release Sale Orders→ Release Sale Orders

Select ‘Release Sale Orders’ and click on ‘Open’

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 Order

Navigate 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 ‘Transacting’

Gives the information of Transaction completion.

Click on ’Transact’

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

Ship Confirm the Order Line

Navigation:

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 Organization

Navigate to ‘Material Workbench’ from Destination Organization and query with Item Code

Receiving Process at Destination Organization

Create 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’.

Receiving Transactions

From 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 ‘OK’

After completing the process for all lines, click on ‘Save’ ico, to process the Transaction.

Deliver Material to Inventory

Again navigate to ‘Receiving Transactions’ form with same Receipt number.

Deliver Material to Inventory

Again navigate to ‘Receiving Transactions’ form with same Receipt number.

Verify On-hand quantity of material from Material Workbench.

Complete The Process No Data Fond……………………………………

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.