ORDER MANAGEMENT FLOWS Internal Orders Release 12

Author: Creation Date: Last Updated: Control Number: Version:

Nestor Boscan October 22, 2009 October 22, 2009 <Document Control Number> 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 in the customer definition. The following is an example of a Distribution Center customer definition: Field Customer Type Organization Number Value Organization < System Generated > Comment

(Organization) Name Registry Customer Number Account Number Alternate Name Tax Registration Number Account Name Taxpayer ID

AL Distribution Automatically Generated Automatically Generated Automatically Generated

System Generated. Organization will represent the grouping of several customers. Organization Name

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Tab: Classification
Profile Class Type Class Category Tax Code Tax Calculation Tax Rounding Salesperson DUNS Number Sales Channel Reference SIC Code Type SIC Code DEFAULT Internal Default Value

Header

Default Value

<Customer Number>

Default Value

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Sites Details

Tab : Addresses
Country Site Number Address 1 Address 2 Address 3 Address 4 Alternate Name City State Postal Code Province County EDI Location Identifying Address Active Addressee < Country > < System Generated > < Address 1 > < Address 2 > < Address 3 > < Address 4 > < Alternate Name > < City > < State > < Postal Code > < Province > < County > No Yes

Customer Address

Customer Name

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Business Purpose

Sub Tab : Business Purposes

Usage Location Bill to Location Primary Active Usage Location Bill to Location Primary Active Bill to System Generated

Yes Yes Ship to System Generated <Select> Yes Yes Bill to Location

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Sub Tab : Ship to > Open > Order Management

Order Type Freight Terms Price List FOB GSA Warehouse Ship Method Item Identifier Type Request Date Type Lines In Ship Set Arrival Sets Push Group Schedule Date Earliest Schedule Limit Overshipment Tolerance Latest Schedule Limit Undershipment Tolerance Overship Invoice Base Over Return Tolerance Under Return Tolerance CORPORATE No AL UPS AL Internal Order Freigh Terms Quick Codes See Pricing

Destination Warehouse Freigh Quick Codes

No No No

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Ensure that Proper Location is associated to the Shipping from Warehouse Ensure that Proper Location is associated to the Shipping To Warehouse Include: o Sales Person o Warehouse Warehouse o Internal Location Location o Internal Organization Warehouse -> Shipping -> -> From to to

Shipping Shipping

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Set Up Internal Requisition Approvals and Security

You set up approval and security rules for internal requisitions just as you do for purchase requisitions. Use the Document Types, Positions, Position Hierarchies, Approval Groups, and Assign Approval Groups windows to set up approval and security options for internal requisitions. Review/Update approval groups Purchasing > Setup > Approvals > Approval Groups See Section Step 7 - Define approval groups in the PO Setup document.

Assign Approval Groups to Positions Navigation: Setup > Approvals > Approval Assignments For every appropriated operating unit, ensure that the following records exist:

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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 internal requisitions. 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 orders from internal requisitions. Enforce Quantity Rounding (Optional) : In the Purchasing Options window, specify whether you enforce lot quantity rounding or display advisory messages when you create online requisitions using the Requisitions window.

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Intercompany Price List Transfer price list includes the prices that should be used on inter-company invoices. Transfer price list is defined just like any other price list using QP Pricing Manager responsibility of the shipping operating unit. If advanced pricing is used for intercompany invoices (Profile INV:Advanced Pricing for Intercompany Invoice is set to Yes for the shipping organization), then its important to verify that the pricing engine will find the correct price list by setting the proper qualifiers. For example: it is usually a good idea to set a qualifier according to the internal customer.

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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 relationships that exist between shipping and destination organizations. You can specify whether an organization is a shipping 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 Scope Main From

ALD From Organization:

To

Transfer Type

FOB

Elemental Visibility Enabled

Receipt Routing

Internal Order Required

Manual Receipt at Expense D.

Comment

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ALD AL Transfer Distance From ALD AL

Intransit To Transfer Charge Type None

Receipt Transfer Charge %

No Distance UOM

Direct

Yes

No Comment

Distance Value

Primary Accounts From ALD AL Secondary Accounts From ALD AL Other Accounts From ALD AL

To

Transfer Credit
99-000-5290-00

Purchase Price Variance

99-000-5210-00

Comment OPM does not use those accounts Comment OPM does not use those accounts Comment OPM does not use those accounts

To

Inter-Organization Receivables
99-000-1810-00

Inter-Organization Receivables
99-000-2370-00

To

Intransit Inventory
99-000-1460-00

Profit in Inventory

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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 Autmatic Allocation, Pick Confirm and Shipping.

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8.1 If not automatic allocation requested in the release order, allocate the move orders: This step is not required for the above example. In the example release rule imdicate Autmatic Allocation, Pick Confirm and Shipping.

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9. Pick Confirm the Delivery if Release Rule does not specify Automatic 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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New Location

JOHNSON & KENNEDY 120 NIAGARA ST ARMIDALE NSW 2350 PH 02 6772 3685 120 Niagara St Armidale NSW 2350 PH 02 6772 3685

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