R12 Flows - Internal Orders

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ORDER MANAGEMENT FLOWS

Internal Orders

Release 12

Author: Nestor Boscan

Creation Date: October 22, 2009

Last Updated: October 22, 2009

Control Number:

Version: 1

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Set Up

Define Internal Requisition DeliverTo Sites (Internal Customers)

To define your organization as the destination for an internal requisition,Order Management has to recognize you as a customer.

Set Up a Customer Association - Define Internal Customers

Navigation Path: Order Management > Customers > Standards

Every DC needs to be defined as a customer and its location included inthe customer definition. The following is an example of a DistributionCenter customer definition:

Field Value Comment

Customer Type Organization

Organization Number < System Generated > System Generated.Organization will represent thegrouping of several customers.

(Organization) Name AL Distribution Organization Name

Registry Automatically Generated

Customer Number Automatically Generated

Account Number Automatically Generated

Alternate NameTax Registration Number

Account Name

Taxpayer ID

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Tab: ClassificationProfile Class DEFAULT Default Value

Type Internal

Class

Category

Tax Code

Tax Calculation Header Default ValueTax Rounding

Salesperson

DUNS Number

Sales Channel

Reference

Default Value

SIC Code Type

SIC Code

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Sites

Details

Tab : AddressesCountry < Country >

Site Number < System

Generated >Address 1 < Address 1 > Customer Address

Address 2 < Address 2 >



Alternate Name < Alternate Name>

Customer Name

City < City >

State < State >

Postal Code < Postal Code >

Province < Province >

County < County >

EDI LocationIdentifying Address No

Active Yes

Addressee

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Business Purpose

Sub Tab : Business PurposesUsage Bill to

Location System Generated

Bill to Location

Primary Yes

Active Yes

Usage Ship to

Location System Generated

Bill to Location Bill to Location

Primary Yes

Active Yes

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Sub Tab : Ship to > Open > Order ManagementOrder Type AL Internal Order

Freight Terms Freigh Terms QuickCodes

Price List CORPORATE See Pricing

FOB

GSA NoWarehouse AL Destination

Warehouse

Ship Method UPS Freigh Quick Codes

Item Identifier Type

Request Date Type

Lines In

Ship Set No

Arrival Sets No

Push Group Schedule Date No

Earliest Schedule Limit

Overshipment Tolerance

Latest Schedule LimitUndershipment Tolerance

Overship Invoice Base

Over Return Tolerance

Under Return Tolerance

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Ensure that Proper Location is associated to theShipping from Warehouse

Ensure that Proper Location is associated to theShipping To Warehouse

Include:

o

Sales Persono Warehouse -> Shipping From

Warehouseo Internal Location -> Shipping to

Locationo Internal Organization -> Shipping to

Warehouse

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Define Internal Requisition Document Types

Purchasing > Setup > Purchasing > Document Types

This step must be entered for each operating unit.

Click on Owner Can Approve

Define Purchasing Options for Internal Requisitions

Purchasing: Setup > Organization > Purchasing Options

You need to set up these additional purchasing options to use internalrequisitions. This must be done by operating unit.

Order Type: Pick the Order Type you defined in Order Management for

internal sales orders. Purchasing uses this type to create sales ordersfrom internal requisitions.

Enforce Quantity Rounding (Optional) : In the Purchasing Optionswindow, specify whether you enforce lot quantity rounding or displayadvisory messages when you create online requisitions using theRequisitions window.

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Intercompany Price List

Transfer price list includes the prices that should be used oninter-company invoices. Transfer price list is defined just likeany other price list using QP Pricing Manager responsibility ofthe shipping operating unit.

If advanced pricing is used for intercompany invoices(Profile INV:Advanced Pricing for Intercompany Invoice isset to Yes for the shipping organization), then its importantto verify that the pricing engine will find the correct price listby setting the proper qualifiers. For example: it is usually agood idea to set a qualifier according to the internalcustomer.

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Define Organization Shipping Network

Inventory: Setup > Organizations > Shipping Network

Use the InterOrganization Shipping Network window to define accounting information and the relationshipsthat exist between shipping and destination organizations. You can specify whether an organization is ashipping organization, a destination organization, or both.

This setup must be done by Inventory Organization

The following example setup the shipping netwrok from ALD to AL

Organization ALDScope From Organization:

Main

From To TransferType

FOB ElementalVisibilityEnabled

ReceiptRouting

InternalOrder

Required

ManualReceipt atExpense D.

Comment

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ALD AL Intransit Receipt No Direct Yes No

Transfer Distance

From To TransferCharge Type

TransferCharge %

DistanceUOM

Distance Value Comment

ALD AL None

Primary Accounts

From To Transfer Credit Purchase Price Variance Comment

ALD AL 99-000-5290-00 99-000-5210-00 OPM does not use thoseaccounts

Secondary Accounts

From To Inter-Organization Receivables Inter-Organization Receivables CommentALD AL 99-000-1810-00 99-000-2370-00 OPM does not use those

accounts

Other Accounts

From To Intransit Inventory Profit in Inventory Comment

ALD AL 99-000-1460-00 OPM does not use thoseaccounts

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Define Transfer Price List(Optional)

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Transfer Order Flow

Ensure that your items are internal transfered enabled

1. Create and Approve Internal Requisition

From ALD to AL

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2. Run the Create Internal Order Request

Review log to ensure that the request run successfully

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3. Run the Import Order Request

Order Management: Orders, Returns > Import Orders > Order Import Request

Review request output to ensure the request was successful

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4. Review that the order was properly created

5. Release the Order for Picking

Order Management: Shipping > Release Sales Order > Release Sales Order

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6. Order was picked and shipped

7. For Order with Manual Picking, Transact Move Order

This step is not required for the above example. In the example release rule imdicate AutmaticAllocation, Pick Confirm and Shipping.

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8.1 If not automatic allocation requested in the releaseorder, allocate the move orders:

This step is not required for the above example. In the example release rule imdicate AutmaticAllocation, Pick Confirm and Shipping.

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9. Pick Confirm the Delivery if Release Rule does not specifyAutomatic Shipping

This step is not required for the above example. In the example release rule imdicate Autmatic

Allocation, Pick Confirm and Shipping.

Order line status should be shipped

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10. Ship Confirm the Delivery

11. Check Intransit Warehouse

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8. Process the Receipt

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Original Site Address

New Address

Internal Location: NSW ARMIDALE CEMENT- CAK

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R12 Flows - Internal Orders

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