IR and ISO-iProcurement

 Setups

1.  System profile option: PO:Requisition Type  :  "Both"
2.  System profile option: POR: Allow Manual Selection of Source : "Yes"

3.  Item Master – OM Tab – Internal order to be enabled
4. Item Master – Purchasing Tab - List Price

5.  Destination organization to be defined as a customer in the source organization

6.  Inventory Location

a.   Navigation : Inventory : Setup : Location (Attached in the Inventory Organisation)

b.   Shipping Details Tab: Ship to location is mandatory

7.  Shipping Network: Navigation : Inventory : Setup : Organisation: Shipping network

a.   In Main Tab – From Org and To Org to be defined

b.   Transfer Type – Direct/ In Transit

c.    Internal Order required check box to be enabled

8.  Create Sales Order Transaction Type for ISO separately.
Transactions
9.  Switch Responsibility to Purchase:

a.   Navigation: Setup : Organisation :Purchasing Options

b.   Internal Requisition order type can be attached ,Internal order source internal

10.  Raise Internal Requisition from the destination organization purchase responsibility

11.  Run concurrent “Create Internal Orders” in destination organization

12.  Change organization and run concurrent “ Order Import” with parameter source – Internal Order.

13.   Go Sales Order organizer and Query the SO

14.   Book the SO, Do launch pick release, ship confirm and auto invoice

15. Purchase Receipt Transaction

16. Accounting and Costing

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1.Profile Option Setup

Navigation : System Administrator : Profile : System

 Navigation : System Administrator : Profile : System

 3.  Item Master – OM Tab – Internal order to be enabled

Enable the item as Internal Ordered and Internal Order Enabled Item.

Navigation : Inventory : Items : Master Items

 4. Item Master – Purchasing Tab - List Price

Provide the per unit price of the item in List Price Tab

Navigation: Inventory: Items : Master Items

 5.  Customer Creation

Destination organization to be defined as a customer in the source organization.

Navigation: Order Management : Customers : Standard

Click on Ship To Details and associate the Inventory Organization with the customer.  Attaching warehouse is Optional.

6.  Inventory Location

Associate the Inventory Organization with the respective Location.

Navigation : Inventory : Setup : Organizations : Location

  Continue..

7.  Shipping Network

Define the shipping network . Internal Order Check Mark to be Enabled which is the mandatory setup.

Navigation : Inventory : Setup : Organisation: Shipping network

8.  Transaction Type

Create Sales Order Transaction Type for ISO separately.

Navigation: Order Management : Setup : Transaction Types : Define

9.  Purchasing Option 

This is optional Setup . Internal Requisition order type can be attached ,Internal order source internal

10.  Internal Requisition [ Purchasing Responsibility ]

Raise IR  from the destination organization purchase responsibility

Navigation : Purchasing : Requisitions

 Click on Select Source

 Select the Source Organization from where the material will be shipped. Click Add to Cart.

 Click on view cart and checkout

 Update the delivery location

 Click on Submit

 Navigate to Requisitions to find the PR status.

11.  Concurrent Request - Create Internal Orders

Run concurrent “Create Internal Orders” in destination organization

 12. Concurrent Request - Order Import

Change organization and run concurrent “ Order Import” with parameter source – Internal Order

Click OK

 13. Sales Order

Go Sales Order organizer and Query the SO

Navigation: Order Management : Orders,Returns : Order Organizer

 Continue..

14.Sales order Transaction Flow

Book the Sales Order

Navigation: Order Management : Orders,Returns : Sales Orders

Launch Pick Release

Navigation : Order Management : Shipping : Release Sales Orders

   Select Launch Pick Release and Click  "GO"

Transact Move Order

Navigate to Inventory Module > Transact Move Order and click on "Transact" .

Shipping

   Navigation : Order Management : Shipping : Transactions

 Select ship confirm in Actions and Click  "GO". Click OK

 Material Shipped. 

 Check Sales Order Status " It shows as shipped "

 Run Interface Trip Stop SRS

 Check the Sales Order Line Status "Closed"

 Internal Requisition Receipt

Navigate to destination organization enter the requisition number and take receipt.

Navigation: Purchasing : Receiving : Receipts