Few Questions & Answers on Internal Sales Order Generation

Why is the Error message found: 'Destination location requires customer association'
The reason for this error is that the code is trying to match the Location that is currently entered on the form to a customer, and the customer association is not found. The solution to this error is to setup the employee record to default a location that was associated with the customer (Internal Requesting Org) or prior to entering the item, move to the destination section of the form and enter an inventory organization and location that is properly assigned to the customer.

Why the Shipping Inventory Organization is not showing the inventory organization which was setup in the shipping networks?

If the internal requisition is going to be for a cross operating unit scenario - then it should be noted that the HR: Security Profile is used.
Both operating units for which the inventory organizations belong to must exist in the HR: Security Profile.

How can the interface data for Internal Requisitions be viewed in the Order Management Module?
Navigate to Order Management Responsibility > Orders>Import Orders>Corrections

• Choose an order type of Internal
• In Order Reference use the List of Values to locate the Requisition Number
• If the Requisition is not located - it has either been created into a Sales Order or not inserted into the tables by the Create Internal Orders program

When Running the Create Internal Sales Order Process - it completes with Success but no records are inserted into the Order Management Interface Tables? 
When the internal requisition is created the code needs to validate that the customer was created in the Operating Unit that the Source Inventory Organization belongs to. When the Create Internal Sales Order process runs, if the Deliver to Location is not tied to a Customer Ship To Site in the Operating Unit of the Source Inventory Organization used on the requisition - then it will not insert data into the oe_headers_iface and oe_lines_iface table.

Does the Purchasing Create Internal Orders process pass flexfield values from the Purchase Requisition?
Currently, the Create Internal Orders process does not pass any flexfields values from Requisition.

Can the price be updated adjusted during the Order Import?
The calculate price flag is frozen and the price cannot be changed.

Where is the schedule Ship Date coming from?
The scheduled ship date is passed from the requisition Need By Date, it cannot be defaulted any differently.

How is the Order Type being chosen for an ISO?
Order Type is chosen from the Purchasing Options - 

Purchasing Super User Responsibility > Setup > Organizations > Purchasing Options.

Short notes on Internal Sales Order Setup

Short notes on Internal Sales Order Setup

• Item attributes - Internal Ordered, Internal Order enabled, Customer Ordered, Customer Order Enabled, Shippable, OE Transactable, Purchased & Purchasable should be enabled for an item
• Create Shipping Network between the Requesting & Sourcing Organization
• Transfer Type – Direct / Intransit to be selected based on the requirement

Direct - When the ISO is shipped from the source org and the receipt process in the requested org is done automatically

Intransit - When the ISO is shipped from the source org and the requested Org has to manually do the receipt process in Purchasing

• Create the Internal Location for the Requesting Organization
• Create the Internal Customer for the Requesting Organization in Sourcing Operating Unit
• Assign the Internal Location to the Internal Customer
• Purchasing Option for both Requesting & Sourcing Operating Units to defined
• Internal Order type to be defined in Purchasing Option
• Though price is calculated from Item cost for ISO, price to be defined for the item in the Price list which is already defined in Internal Order Type
• Create Internal Requisition
• After Approval process, Submit the Create Internal Orders Concurrent Request
• Submit the Order Import Concurrent Request
• Query the Order organiser with Order Source as Internal to check the ISO

Further Shipment from Sourcing Org and receipt at Requesting Org against the created ISO.

O2C Cycle Flow (India Localization) with Accounting Entries

O2C Cycle Flow (India Localization)
Step	Activity	Navigation	Responsibility
1	Book Sale Order with all details	India Localization > Sales Orders > Order/Returns	India Local Order Management
2	Attach Tax to the SO	India Localization > Sales Orders > Order/Returns	India Local Order Management
3	Release Sale Order	Oracle Order Management > Shipping > Transactions	India Local Order Management
4	Ship Sale Order (On Availability of Parts)	Oracle Order Management > Shipping > Transactions	India Local Order Management
5	Check Completion of Report "Interface Trip Stop"  (For decreasing the stock quantity from inventory)	View (Alt + V) > Requests > Find	India Local Order Management
6	Check Completion of Report "Workflow Background process"	View (Alt + V) > Requests > Find	India Local Order Management
7	Check Sales Order Status (Line status to be Closed Status)	India Localization > Sales Orders > Order/Returns	India Local Order Management
8	Trigger "Autoinvoice master Program (For Importing the Transaction from Order management to Receivables)	View (Alt + V) > Requests > Submit New Request	India Local Order Management
9	Trigger “India - Excise Invoice Generation” (To insert Excise Taxes to Receivables)	View (Alt + V) > Requests > Submit New Request	India Local Order Management
10	Trigger “India - VAT Invoice Generation / Accounting” (To insert VAT to Receivables)	View (Alt + V) > Requests > Submit New Request	India Local Order Management

Requisition Cancellation

Requisition Cancellation

Requisition line can be cancelled by two methods:

ü  Cancel Requisition Line

ü  Finally Close

·         Cancel Requisition Line:

The line will be cancelled and the quantity will be available in Cancelled Quantity field only, the item will not reflect in Autocreate menu for the mentioned requisition.

·         Finally Close:

The line will be closed and the item will not reflect in Autocreate menu for the mentioned requisition.

Navigation:

Responsibility: India Local Purchasing > Oracle Purchasing > Requisitions > Requisition Summary > Lines > Tools > Control.

·         Cancel Requisition Line:

1.       Query Requisition from Requisition Summary 

        (Here ref – 196 queried which is in Incomplete status with multiple line items):

2.       Approved status of requisition in the summary

3.     Select the Line which is to be cancelled in the summary form. (S no – 5 selected here)

4.      Navigate to Tools > Control

5.      Selected the “Cancel Requisition Line”  and define with reason.

6.      Displays Warning Message “Once document is cancelled it cannot be undone”.

7.      Warning Message displays “Control action is completed successfully. Please re-query to see the changes”.

8.      Requery the summary – The line no : 5 show as cancelled with reason.

  

·         Finally Close:

1.      Select the Line which is to be Finally Close in the summary form. (S no – 4 selected here)

2.      Navigate to Tools > Control, Select Finally Closed and provide reason.

3.      Requery the summary – The line no : 4 show as Closed with reason.

·         Auto Create Process:

1.      Query the Requisition Number in the Auto Create Menu.

2.      Line nos - 1, 2 & 3 is available for conversion in Autocreate Menu.