IITA ORACLE ORDER

MANAGEMENT USER GUIDE

International Institute of Tropical
Agriculture
Logistics Processes

Author: Oracle Implementation Team

Control Number: IITA_OM_UG
Version: 1.4

Copy Number _____

Material Request/Issue (MRI) Processing
The following steps present an overview of MRI processing:

WHAT IS THE TASK? WHO DOES IT?

Create Internal Requisition Requestor
Approve Internal Requisition Requestor
Run Internal Requisition Status Report Centralized Unit*
Create Internal Sales Order Centralized Unit*
Correct Internal Sales Order Centralized Unit*
Import Internal Sales Orders Centralized Unit*
Check Item Availability and Reserve Items Centralized Unit*
Import Delivery Lines Centralized Unit*
Pick Release Internal Sales Order Centralized Unit*
Informing Requestor and Warehouse about Delivery Centralized Unit
Printing Pick Slip Report Warehouse
Collection of Items and signing MRI form Requestor and Warehouse
Sending signed copies to the Centralized Unit Warehouse
Confirm Shipment and file the Pick Slip Report Centralized Unit
*These steps are actually carried out by an automated, scheduled (for every 15 minutes) MRI processing program
– the details of the actual process are presented here for information purposes so as to understand how the
program works and identify where an error may have occurred in the program execution. Please see the last
section Automated MRI Process With Control Points for the steps to be followed when using the MRI
processing program.

Prerequisites
• Internal Requisition is created
• Internal Requisition is approved by Budget Officer

TRANSACTION NATURE NAVIGATION TASKS

1. Run Internal
Requisition Status
Report.
Note: This report shows
all the approved internal
requisitions that have not
yet been converted to
internal sales orders.
Oracle Purchasing> 1.1 Confirm that Single Request is checked in the Submit
Reports> Run a New Request window.
1.2 Enter the report name Internal Requisition Status
Report and press the tab key to bring up the
Parameters window.
1.3 Enter an optional title for the report.
1.4 In the Status field select Approved.
1.5 In any of the other fields, you may also enter any
other criteria you want to reduce the scope of the
report (e.g. Creation Dates From, To, Items From, To,
Requestor, Requistion Numbers From, To) –
however, the minimum recommended is to select the
status Approved. Please note that if you want to
restrict the report to certain items (e.g. International
House items), you can utilize the Items From and To
fields to do this.
1.6 You can optionally enter a Sort By parameter which
specifies the order in which you want the requisition

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TRANSACTION NATURE
2. Create Internal Sales
Order(s).
3. Correct Internal Sales
Order(s).
Attention: Before the
internal sales orders can
be imported into order
management, they must
be “corrected” to include
parameters that the
internal requisition does
not supply but which order
management requires. It
is vital that these
parameters are entered
exactly as stated in this
guide – a helpful tip is to
enter the first parameter
in the top row and then
copy it, to paste in the
other rows in that
column.
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NAVIGATION TASKS
lines displayed – it is recommended you sort the
request by Requestor.
1.7 Click on OK to close the parameters window.
1.8 To select the printer for the report, click on the
Options button. Under the Print Output To: section,
click the list of values in the Printer field and select an
appropriate printer e.g. MML_HP2100N,
PPS_PRINTER, etc, and click OK.
1.9 Enter the number of copies desired e.g. 1.
1.10 Click OK and Choose the Submit button to launch the
report.
1.11 Answer No to the Submit another request? decision
prompt.
Oracle Purchasing> 2.1 Confirm that Single Request is checked in the Submit
Reports> Run a New Request window.
2.2 Enter the report name Create Internal Sales Order.
2.3 Choose the Submit button to launch the report.
2.4 Answer No to the Submit another request? decision
prompt.
Navigate to the Find 3.1 Optionally select an Order Source of Internal.
Orders window: 3.2 If you only want to process a specific internal
requisition, select the number in the Order Reference
Oracle Order field.
Management> 3.3 Note: When you select the number, the number you
Orders, Returns> see displayed in the field will change from what you
Import Orders> selected – do not be alarmed, the number that you
Corrections see instead is the internal system number for the
Internal Requisition you selected.
This brings up the Find 3.4 Click on the Find Orders button.
Orders window. 3.5 This brings up the Corrections window.
Note: The corrections are carried out on two levels –
header and line. Each header corresponds to a
requisition – the line(s) corresponds to the line(s) in the
requisition. You first have to correct the headers, then go
back and correct all their lines.
Enter the following in the Header level:
3.6 In the Main tabbed region, under the Customer
Name column enter IITA
3.7 Save your work.
3.8 Select the header detail for which you want to enter
line corrections.
3.9 Click on the Lines button.
TRANSACTION NATURE NAVIGATION TASKS
Enter the following in the Line level:
3.10 In the Main tabbed region, under the Line Type
column enter MRI_L
3.11 In the Accounting tabbed region, under the Tax
Code column enter IITA Tax
3.12 Save your work.
3.13 Close the Lines window.
3.14 Repeat the process of correcting the line level details
for every header detail line.

4. Import Internal Sales Import button in the 4.1 If you have only one header detail line, or you only
Order(s). Corrections window want to process one header detail line (which you
would do if you selected a specific requisition to
OR process) Click on the Import button in the Corrections
window.
Navigate to the Order 4.2 Wait for the Order Processed Successfully message
Import Request: to appear (it may take some time). Click OK to
acknowledge it. You will see a number appear in the
Oracle Order Request ID column – this is a further confirmation that
Management> the order was processed successfully. If you see the
Orders, Returns> message Order failed with errors instead, that means
Import Orders> that order import was not successful. If this happens,
Order Import Request click OK, and answer OK to any other messages that
may appear.
Attention: If you have 4.3 You may use Validate button in Corrections window
corrected several in order to validate your settings before running order
headers and lines, it will Import process.
be much faster to run
the Order Import To run the order import process:
process. 4.4 Navigate to the Order Import Request. This brings up
the parameters window for the request.
4.5 Select the Order Source Internal.
4.6 If known/required, optionally enter the Order
Reference which will be the Internal Requisition
Number. This you would do if you are processing a
specific MRI.
4.7 Confirm that the Validate Only option is set to No.
4.8 Click on OK to close the parameters window.
4.9 Click on Submit to submit the request and then
answer No to the Submit another request? Prompt.

To determine the status of the order import request:

4.10 Select Requests from the View menu.
4.11 Check the Specific Requests option.
4.12 Enter Order Import% in the Name field.
4.13 Select today's date in the Date Submitted field.
4.14 Click on Find to locate the requests.

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TRANSACTION NATURE NAVIGATION TASKS
4.15 In all the Order Import Child Req1 lines, select the
line and and click on the View Output button to see if
the order import was successful. If you see any line
with the message No. Of orders failed: (any
number but 0) please read the messages to find out
which imports failed and why – the most common
reason is incorrectly entering the required details in
the corrections window.

5. What to do if the order Navigate to the Find 5.1 Check the Orders with errors only option.
import was not Orders window: 5.2 Click on the Find Orders button to find the order(s)
successful. with an error. The line(s) with an error will be
Oracle Order highlighted in red.
Management> 5.3 Delete the number in the Request ID column in the
Orders, Returns> Main tab
Import Orders> 5.4 Go to the Status tab region and uncheck the Error
Corrections Flag.
5.5 Save your work.
5.6 Re-query (using CTRL-F11) in order to see the
changes. The change you should see is that the red
flag that turns to normal color.
5.7 Please review all the information you entered in the
Header and Line levels and confirm that it is exactly
as previously stated (correct any entries that may be
in error). You may click on the Errors button to
understand the reason for failure.
5.8 When you have corrected all the errors, resubmit
your order import request as you did before.

6. Check Item Availability Navigate to the Order 6.1 Select a status of Booked in the Status field.
and Reserve Items. Organizer through the Note: Internal requisitions can be imported in both
Find Orders window: Booked and Entered statuses. Entered status means
that you have not entered all required information in
Oracle Order the corrections form and you need to enter the same
Management> missing information to header and line level of sales
Orders, Returns> order by checking determined fields one by one.
Order Organizer 6.2 If you are processing a specific internal requisition,
you can also enter its number in the Requisition
This brings up the Find Number field.
Orders window. 6.3 Click on the Find button.
6.4 If you see a decision prompt This query could take a
long time. Do you wish to continue? Answer Yes.
6.5 This brings up the Order Organizer.

Alternatively: You may click on Order Organizer screen

and bypass the Find Orders screen. Click on the + sign in
front of the Public Folders and double-click on the MRIs
icon. This will give you a view of all Internal Sales Orders

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TRANSACTION NATURE NAVIGATION TASKS
and their Order Source Reference (meaning the Internal
Requisition Number) in a folder called MRI_FOLDER.

6.6 For every order you are going to process, select the
line and click on the Open Order button. This opens
the Sales Orders window.
6.7 In the Order Information tab, select the Others tab.
6.8 Take note of the Order Source Reference (which is
the internal requisition number) on the Internal
Requisition Status Report and write the Sales Order
number beside it (you can see the sales order
number on the Main tab).
6.9 Select the Line Items tabbed region.
6.10 Select the order lines, and for each line click on the
Availability button. This will show you if the item
requested for on that line is available to reserve for
the requestor.
6.11 The Available field shows you what was requested
for, the On Hand field shows the actual quantity in the
inventory while the Reservable field shows the
quantity available to reserve for this new request.
6.12 If the requested quantity is less than the quantity
available to reserve, it is okay to process the order.
6.13 If the quantity is less, please hold the related order
line and inform the Requestor and Purchasing Office
of the reason. If requestor would not want to wait for
replenishment or Purchasing Office would not source
the related item please release the hold and cancel
the sales order. In replenishment case when item has
been replenished you need to release the hold and
continue to process.

Note: In order to track relation between MRI on Hold and

purchasing document that will be raised in order to
replenish the inventory; the Justification field should be
used.

7. How to hold an order. In the Sales Orders 7.1 In the list of actions that comes up, select Apply
window, click on the Holds.
Actions button. 7.2 Choose the hold name OUT OF STOCK from the list
of values.
7.3 Enter the date that this hold expires.
7.4 Enter any comments if necessary.
7.5 Click on Apply Holds button and acknowledge the
message by clicking OK. The order will be on hold.
You may re-query the changes (by pressing CTRL-
F11) and see that the hold box is checked in the
MRI_FOLDER.

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TRANSACTION NATURE
8. How to view the orders
on hold.
9. How to release an
order from hold.
10. To cancel an order line
(if required).
11. To process the order
normally for each line.
12. Viewing reservation
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NAVIGATION TASKS
Navigate to the Order 8.1 Navigate to the Holds Information Main Tab and enter
Organizer through the the hold name
Find Orders window: 8.2 Note that you are going to see the order on hold with
only this specific Hold Name.
Oracle Order 8.3 Click on the Find button.
Management> 8.4 If you see a decision prompt This query could take a
Orders, Returns> long time. Do you wish to continue? Answer Yes.
Order Organizer 8.5 This brings up the Order Organizer in the
MRI_FOLDER so you see the orders on hold.
8.6 For every order you are going to see will be the
orders in hold, select the line and click on the Open
Order button. This opens the Sales Orders window.
In the Sales Orders 9.1 In the Sales Orders window, click on the Actions
window, click on the button.
Actions button. 9.2 In the list of actions that comes up, select Release
Holds.
9.3 You will see the current hold information.
9.4 In the reason field, select REPLENISHMENT.
9.5 Enter your comments if applicable.
9.6 Click on the Release button and click OK for the
acknowledgement message. Order will be released
from hold. You may re-query the changes and see
the hold box is now unchecked.
In the Sales Orders 10.1 In the list of actions that comes up, select Cancel.
window in Order Header 10.2 In the reason field, select Out of Stock.
level, click on the 10.3 Click on the OK button. The quantity for the selected
Actions button. line will be reduced to 0.
Note: The requestor must then cancel the internal
requisition and may decide to raise a purchase requisition
for the item instead.
Periodically run the Requistions on Cancelled Sales
Orders Report in Oracle Purchasing to see which
requisitions have not yet been cancelled for the purpose
of identification and cancellation.
Sales Orders window. 11.1 Select the line you want to process in the Line Items
tabbed region.
11.2 Select Scheduling from the Tools menu.
11.3 Select Reserve from the list of scheduling actions.
11.4 Click on the Availability button again to confirm that
the reservation was successful.
11.5 Close the Sales Orders window.
Sales Orders window. 12.1 Select the line you want to process in the Line Items
TRANSACTION NATURE NAVIGATION TASKS
details. tabbed region.
12.2 Select Scheduling from the Tools menu.
12.3 Select Reservation Details from the list of scheduling
actions.
12.4 This will show you the reservation details that has
been assigned by the system depending on the
FEFO (First Expire First Out).

Note: If you want to change the system defined

reservations you need to edit reservation details.

13. To edit reservation Sales Orders window. 13.1 View the reservation details (as described above).
details. 13.2 Navigate to the Supply main tab.
13.3 Click on the Type field and confirm that the value is
Inventory.
13.4 Choose the lot number that you want to allocate to
this order from the list of values (if the item is lot
controlled).
13.5 Choose the Subinventory and the Locator in that
subinventory where the on hand value is being
stored.
13.6 Save your work and close the form. This will return
you to the order line window.

14. Import delivery lines. Navigate to the 14.1 Click on OK.

Shipping Interfaces 14.2 Enter Import Delivery Lines as the request name.
request window: 14.3 Verify that source is Order Management.
14.4 Click on the Submit button.
Oracle Order 14.5 Answer No to the Submit another request prompt.
Management>
Shipping> Interfaces>
Run

15. Pick Release Internal Navigate to the shipping 15.1 Confirm that Lines is selected in the Search for
Sales Order(s). Query Manager: section.
15.2 In the Lines tabbed region, confirm that a status of
Oracle Order Not Shipped is selected.
Management> 15.3 If you intend to process a specific order, enter the
Shipping> Transactions order number in the Order Numbers field.
15.4 Click on the Find button. This opens the Shipping
Transactions window. You will observe that the
Delivery field is empty and the Pick Status is Ready
to Release.
15.5 For each line you want to pick release, click on the
line and then select Pick Release Form from the
Tools menu. This opens the Release Orders for
Picking window.
15.6 In the Release Orders for Picking window, enter MRI

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TRANSACTION NATURE NAVIGATION TASKS
PICK RELEASE as the Document Set and in the
Based on Rule field select the release rule
corresponding to the organization from which the MRI
is being processed e.g. when the source is WII use
WII_MRI_RELEASE.
15.7 In the Order tabbed region, you can optionally select
the order you want to process in the Order Number
field.
15.8 In the Inventory tabbed region, in the Default Stage
section confirm that the Subinventory is MRI and
enter DELIVERY as the Locator.
15.9 Click on the Concurrent button to launch pick release
request and click on OK to confirm the submission.
15.10 Take note of the batch number in the Batch field on
the left top of the screen, and close the Release
Orders for Picking window. This batch number
corresponds to the number of the move order
that will complete the picking transaction.
15.11 Continue to monitor the status of pick release by
pressing CTRL-F11 repeatedly. You will soon see a
Delivery number appear – please take note of it.
The Pick Status will change to Released to
Warehouse and then finally Staged.
15.12 When the request is completed, a pick slip report
will be automatically generated.

Locate the Pick Slip Report with the following steps:

15.13 Select View Requests from the View menu.
15.14 Check the Specific Requests option.
15.15 Enter Pick Slip Report in the Name field.
15.16 Select today's date in the Date Submitted field.
15.17 Click on Find to locate the request(s).
15.18 Select a line and click the View Output button to
see the report.
15.19 Page through the report with the Next button and
note which Pick Slip Report numbers belong to
which subinventories.
15.20 Notify the correct subinventories of the pick slip
report numbers and the requestor names
(obtainable from the Internal Requisition status
report using the order number as the cross-
reference) via e-mail.
15.21 Notify the requestors that the pick slip reports for
their MRIs have been sent to the correct
subinventories via e-mail.

Attention: If the Pick Status changes to Backordered, it

means that the requested items are not available to pick

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TRANSACTION NATURE
NAVIGATION TASKS
release in the requested quantity – if the steps preceding
pick release are followed correctly, you will not have this
problem. Under no condition must it be allowed to
happen. If by any chance the pick status gets to the
backordered state – all is not lost – you should check the
on-hand quantity and confirm that this is the reason for
the backordered state. Then notify the requestor,
supplying details of when the item is expected in stock. If
the requestor decides to wait, when the stock arrives,
run Pick Release again on the Backordered sales order
and continue processing normally. If the requestor
decides to cancel the order instead, cancel the sales
order line corresponding to the requestors order (See 10)
and then locate the pick release staging transaction in
order to reverse it (See 16).

16. To locate the inventory Navigate to the Material 16.1 Select the date range in which the Pick Release
transaction Transactions screen transaction was generated in the Transaction Dates
corresponding to a field.
backordered pick Oracle Inventory> 16.2 In the Item field, enter the item code for the item on
release for reversal Transactions> the sales order whose pick release transaction is to
Material Transactions be reversed
16.3 In the Source Type field, enter Internal Order
16.4 In the Source field enter the order number followed
by .MRI.ORDER ENTRY i.e., if the order number is
22, you will have to enter 22.MRI.ORDER ENTRY
16.5 In the Action field, enter Staging Transfer
16.6 Click on the find button to display the required
transactions
16.7 Note the quantities and the subinventory(ies) and
stock locator(s) from which the item was transferred
to the MRI stage location
16.8 Perform a subinventory transfer to return the item
back to the source location(s) in the right
quantity(ies).

18. Printing the Pick Slip Oracle Order 18.1 Confirm that Single Request is checked and click on
Report in the Management> OK.
warehouses. Shipping> Reports and 18.2 Enter Pick Slip Report in the Name field and press
Documents tab. This brings up the Parameters window.
18.3 If you know the Pick Slip Number, enter it in the Pick
Slip Number (Low) and Pick Slip Number (High) fields
18.4 If you do not know the pick slip number but you know
the sales order number, enter MRI in the Sales Order
Type field, and then enter the corresponding Sales
Order Number in the Sales Order Number (Low) and
Sales Order Number (High) fields.
18.5 Click on OK to close the parameters window.

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TRANSACTION NATURE
19. Confirm Shipment(s).
Note: You will carry out
this transaction only after
the items have been
collected from the stores
and the collector has
signed for them.
20. What to do if not all the
items on a delivery are
on the pick slip
Note: This can happen if
the order from which the
pick slip came has items
from more than one store
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NAVIGATION TASKS
18.6 To select the printer for the report, click on the
Options button. Under the Print Output To: section,
click the list of values in the Printer field and select an
appropriate printer e.g. MML_HP2100N,
PPS_PRINTER, etc, and click OK.
18.7 Enter the number of copies as 2.
18.8 Click OK and Choose the Submit button to launch the
report.
18.9 Answer No to the Submit another request? decision
prompt.
18.10 Write the name of the name of the requestor from
the on the printed copies of the pick slip report.
18.11 Locate and issue the item(s).
18.12 When the item is collected, the collector and store
keeper must sign both copies, one copy is filed and
the collector takes the other copy away.
Note: Pick Release transaction will move items from their
current location to the DELIVERY location of MRI
warehouse. The items are then said to be Staged. After
the items are shipped, the next transaction to be carried
out is shipment confirmation.
Navigate to the shipping 19.1 Confirm that Lines is selected in the Search for
Query Manager: section.
19.2 Enter the order number that you have pick released
Oracle Order in the Order Numbers field.
Management> 19.3 Click on the Find button. This opens the Shipping
Shipping> Transactions Transactions window.
19.4 Locate and click on the delivery line you want to ship
confirm.
19.5 Click on the Delivery tab at the bottom of the window.
19.6 In the Actions section, select Ship Confirm and then
click on Go. This brings up the Confirm Delivery
window.
19.7 In the Confirm Delivery window check the Ship All
option, uncheck Set Delivery In-Transit and click on
OK.
19.8 Confirm that Defer Interface is unchecked. Click on
OK to confirm the submission of the document set.
Navigate to the shipping 20.1 Query for the shipment as usual (see steps above)
Query Manager: 20.2 Before ship confirm, please remove the delivery for
the item from the Lines/LPNs tabbed by first selecting
Oracle Order the line
Management> 20.3 You will observe that the line has a delivery number
Shipping> Transactions (the same one you will see on the pick slip)
20.4 In the Actions section, select Unassign from Delivery
and click on Go
TRANSACTION NATURE
– meaning there are
different pick slips for the
different stores. If the
other pick slips have not
yet arrived, you may have
to remove them from the
delivery so that you can
ship confirm the ones that
have arrived.
21. To create a delivery for
a line whose delivery
was earlier removed
22. What to do if you see a
status of Released to
Warehouse instead of
staged in the shipping
transactions form
23. If the quantity of items
issued is less than the
requested quantity.
NAVIGATION TASKS
20.5 You will observe that the delivery number is now
gone
Navigate to the shipping 21.1 Query for the shipment as usual (see steps above)
Query Manager: 21.2 Before ship confirm, please remove the items from
the Lines/LPNs tabbed by first selecting the line
Oracle Order 21.3 You will observe that the line does not have a
Management> delivery number
Shipping> Transactions 21.4 In the Actions section, select Auto-create Deliveries
and click on Go
21.5 You will observe that a delivery number has now
been assigned
21.6 You can now ship confirm as before
You will have to 22.1 In Lines tab, in the Item field, enter the item code for
backorder the line from the item on the sales order whose pick release
Oracle Inventory transaction ended in Released to Warehouse
22.2 In the Source Type field, enter Internal Order
Inventory> Move 22.3 In the Pick Wave tabbed region, enter the order
Orders> Transact Move number followed by .MRI.ORDER ENTRY in the
Orders Sales Order Number filed(s) i.e., if the order number
is 22, you will have to enter 22.MRI.ORDER ENTRY
22.4 Click on the find button to display the required move
order line
22.5 Select Back Order Line from the Tools menu.
Order Management and 23.1 Complete the normal processing, writing the quantity
Inventory that was actually issued (along with a signature) on
the Pick Slip Report, and raise a Material Return
(MRR) crediting the requestor’s account for the
difference in quantities.
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Automated MRI Process with Control Points

In order to minimize workload for MRI processing an automated process has been developed, but this has made
this process more advanced meaning that control should be implemented within the automated steps.

WHAT IS THE TASK? WHO DOES IT? WHO CONTROLS IT?

Create Internal Requisition Requestor Requestor
Approve Internal Requisition Requestor Requestor
Run Internal Requisition Status Report Automated Oracle Report Centralized Unit

Create Internal Sales Order Automated Oracle Report Centralized Unit

Correct Internal Sales Order Automated Oracle Report Centralized Unit

Import Internal Sales Orders Automated Oracle Report Centralized Unit

Check Item Availability and Reserve Items Automated Oracle Report Centralized Unit

Import Delivery Lines Automated Oracle Report Centralized Unit

Pick Release Internal Sales Order Automated Oracle Report Centralized Unit
Informing Requestor and Warehouse about Delivery Centralized Unit Centralized Unit
Printing Pick Slip Report Warehouse Warehouse
Collection of Items and signing MRI form Requestor and Warehouse Requestor and Warehouse
Sending signed copies to the Centralized Unit Warehouse Warehouse
Confirm Shipment and file the Pick Slip Report. Centralized Unit Centralized Unit

Automated Oracle Report that is called MRI is going to be scheduled to work in every 15 minutes sequentially and
it is going to run this reports respectively:
Create Internal Sales Order: This process integrates Internal Requisition data to Order Management
interface that Order Import is going to read in order to create internal sales orders.
Correct Internal Sales Order: In this step system defaults some critical information to this open
interface.
Import Internal Sales Order: Order Management interface is going to be read by the system and
Internal Sales Order is going to be created automatically.
Check Item Availability and Reserve Items: This process is going to be done automatically. End
users are supposed to check on hand balance and create MRIs, but if they do not, system is going to
create Backorders in order to fulfill the Internal Requisition if there is no on hand balance.

Backorders are going to be processed automatically by Centralized Unit if requestor would like to get the rest of
his request, if he does not, Internal Sales Order is going to be cancelled and Requestor will be asked to cancel his
Internal Requisition. If he wants to get the quantity available, he should create a new Internal Requisition for it.

Import Delivery Lines: This process is going to create delivery lines for Oracle Shipping Execution
module that triggers Pick Release process.
Pick Release Internal Sales Order: This process is going to move items from their current location to
MRI_DELIVERY of MRI Sub-Inventory in WII. Operational users should not transact items in MRI
Warehouse for any purpose. These items will be shipped by Ship Confirm Process by Centralized Unit
when signed copies of MRI report is printed, signed and sent to Centralized Unit after collection of
items from stores by requestor.

After the Oracle Automated Report called MRI ends, the Centralized Unit is going to locate the generated pick slip
reports by checking the system periodically, every 20 minutes (Navigation: View>Requests>Specific
Requests>Name: Pick Slip Report> View Output). Send a reference to the Pick Slip Report to the related
Warehouse and, a notification of which subinventory to get the items from to the Requestor via e-mail (as detailed

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in process step 15). Warehouse should print 2 copies of Pick slip Report (see step 17) and collect items from the
right location stated in the Pick Slip Report. One copy of Pick Slip report is going to be signed by Collector and
this copy will be sent to Centralized Unit who is going to do the Ship Confirm Process (see step 18).

The schedule of the MRI report set should not be changed and this report set should not be run separately from
scheduled runs, as this will cause problems.

Control Points for MRI Processing

Review the log of the Automated Oracle Report, MRI, from View>Requests

If MRI has not processed any order Pick Slip Generation report ends with a status Warning. In other
cases all reports should end with normal status. If you find any error status in reports please click
on Log button to explore the reason for the problem.

Use Pre-defined Folders

In all queries user should use pre-defined folders that have been developed by the implementation
team in order to see all-important fields at the same time.

Monitor the System

What causes this kind of Problems, some database tablespace problems, problems in Concurrent
requests, any kind of overloaded transaction Manager. The only way to solve these problems is to
monitor the system.

Check for the Statuses

For the processed Orders by Automated Oracle Report, MRI should have the following statuses in
defined levels.

Navigation -> Oracle Order Management>Orders, Returns>Order Organizer> Enter Order Number
and click OK. Navigate to the header and line level.
Internal Sales Orders header status should be BOOKED, live level Status should be PICKED (If
BackOrder Occurs status should be PARTIALLY PICKED)

Navigation -> Oracle Order Management>Shipping>Transactions> Enter Order Number and click
OK.
Transaction line status should be STAGED (If BackOrder Occurs, the status will be
BACKORDERED)

Solution for Problematic MRIs

If you see NOT READY TO RELEASE in Transaction Line (Navigation -> Oracle Order Management>
Shipping>Transactions> Enter Order Number and click OK.), it means that something is wrong. You need to
check Error Messages and Workflow Status and SYSADMIN Notification Summary (Please contact the Oracle
System Administration for this) Error message is going to help you to solve the problem. In some cases system do
not send any notification until you progress the order. Navigate to the Order Organizer and click on line level, right
click of your mouse and chose Progress Order and click again on it, after that navigate to the Tools menu and
chose Workflow Status, this will show you the Workflow status and related error message if exists. If it tells you
any error message, it means that system sent a notification to System Administration, please ask the SYSADMIN

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to check his Notification and Retry the process if this option is available. After that you need to run Import Delivery
Lines Process to help the system to process this stuck order.

If any other problems occur please contact your Super Users who have ability to explore the causes of functional
problems with access to the Oracle Metalink knowledge pool.

Exception screen shows you the exceptions that occurred during any process related with Order Management.
(Navigation -> Oracle Order Management>Shipping>Exceptions)

Contingency Plan

You may cancel Internal Sales Order (selecting the CANCELLED BY MANAGEMENT reason) ask the requestor
to Final Close the Internal Requisition and ask Warehouse Keepers to issue items with Miscellaneous
Transactions to the proper account that requestor used in his Internal Requisition. This will be used only with the
approval of Materials Management and Shipping Manager or International House Manager.

Ship Confirmed Transactions Stuck in Inventory Transactions Interface Table

Sometimes, an MRI is filled out incorrectly with destination type is set as Inventory instead of expense.
Everything else is filled correctly, so the MRI gets processed up till the point of ship confirmation. The
transactions will then get stuck in the Interface Table and will not proceed further. To help resolve this
type of problem a special subinventory called MRI_ERROR has been created in the IITA (IRO)
organization, which can be used to receive these items, and then issued to the correct account that
should have been used on the MRI.

TRANSACTION NATURE NAVIGATION TASKS

1. To correct the stuck Oracle Inventory> 1.1 Select Error in the Process Flag field
transactions in the Transactions> 1.2 Select Internal order in the Source Type field
transactions interface Transactions Open 1.3 Click the Find button
table Interface 1.4 Check that the error explanation is Default
subinventory is not defined in the destination
Note: Please be sure organization Action: Either the transfer
to select the right subinventory should be populated or a default
organization (WII) subinventory should be setup for the destination
before you start organization using the inventory forms
1.5 For each line with that error:
1.6 Check the Submit option at the start of the line
1.7 In the Location tabbed region, select the Transfer
Subinventory field and enter MRI_ERROR as the
subinventory code.
1.8 Save your changes
1.9 Close the transactions interface form

2. To process the
corrected transactions
Oracle Inventory> 2.1 Pick the line for Material Transaction
Setup> Transactions> 2.2 Select Launch Manager from the Tools menu
Interface Managers 2.3 The Launch Inventory Managers form will appear wit
the request name Process Transaction Interface
You will see the 2.4 Click on Submit to submit the request
Interface Managers 2.5 Answer OK to the default parameters confirmation

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TRANSACTION NATURE NAVIGATION TASKS
form 2.6 Answer OK to the concurrent request submission

3. To issue the items to Oracle Inventory and 3.1 In Oracle Inventory, change the organization to IITA
the correct account Oracle Purchasing (IRO)
3.2 Navigate to the Find Material Transactions screen
(Transactions> Material Transactions)
3.3 Enter Internal requisition as the source type) and click
on Find
3.4 Go to the Source field in the Location tabbed region
to determine the MRI number on which the item was
requested
3.5 Go to Oracle Purchasing and query that MRI in the
Requisition Summary screen to determine what the
correct account should have been (you can get the
requestor name from the MRI)
3.6 Issue the item (in the correct quantity which you can
see on the Material Transactions form) from the
MRI_ERROR subinventory in IRO to the correct
account using a Miscellaneous Transaction – please
enter the MRI number as the reference in the
transaction

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