Internal Orders - Intransit Lead Times Setup Steps

Scope of this Article ...................................................................................................... 1

Key Setups ....................................................................................................................... 2
Internal Customer Setup – 11.5.10 ............................................................................ 3
Inter-Location Transit Times / Shipping Networks Setup ................................... 7
Patch Notes .................................................................................................................... 7
Transit Times Form (or Inter-location Transit Times) WSHFILTM ..................... 7
Shipping Networks Form - INVSDOSI ...................................................................... 8
Collecting the Data for Order Scheduling ............................................................... 9
Appendix A – R12 and 12.1 Customer Setup ....................................................... 10
Appendix B - SQL and Technical Information .................................................... 13
References ...................................................................................................................... 15

Scope of this Article

This will demonstrate the key setups to allow Internal Orders to be created
successfully with correct Scheduled Ship Date and Arrival Date, showing the
offset of the transit time. The Need By Date on the Internal Requisition should be
the Arrival Date for the Internal Sales Order.
Additionally, starting in 11.5.10 with the new calendar functionality, we have
related articles to help manage this functionality with specific calendars
controlling when orders are shipping, transited and received.
This article assumes that the basic setups have been completed for the following:
1. Locations setup – Inventory>Setup>Organizations>Locations
2. Organization setup – Inventory>Setup>Organizations
3. Freight Carriers and assignments – Inventory>Setup>Freight Carriers
1. Ship Methods are created here and assigned to the organizations
4. Customer setup including names, addresses
5. Optionally, starting in 11.5.10, the Carrier transit time can be managed by
a calendar when profile MSC: Use Shipping/Receiving Calendars = Yes
1. If your carrier does not work 24x7, then assign an appropriate
calendar to the Trading Partner - Carrier / Calendar Usage –
Carrier.
2. The most common case is carrier moves only 5 days, like a 5 day
Org calendar – so assigning the Org calendar to the Carrier makes
sure the transit days that cross over the weekend do not include the
weekends.
3. NAV: Order Management>Setup>Shipping>Calendars>Assign
4. Note 436771.1 - FAQ - Understanding the ATP Results and the
Availability Window of the Sales Order Form. This has
information on Calendar setups and for shipping on Specific Days
under the following Q/A
i. How Can I Setup Calendars To Ship to Customers Only On
Certain Days Of The Week?
ii. How Can I Setup Carrier Transit Calendar and Customer
Receiving Calendar?
© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
1
 Internal Orders - Intransit Lead Times Setup Steps

Our example we will use the standard Vision database

Customer - Vision – Cuts # 1021
Ship From D1- Singapore - organization_id = 229 / location_id 328
Ship to M1 – Seattle organization_id = 207 / location_id = 207

Key Setups
1. When setting up the Internal Customer record – while all field are important,
common error is the Request Date Type is NOT set to Arrival
a. This will cause the Schedule Ship Date to be the same as the Need by Date
on the Internal Requisition.
b. When this setup is complete, then the Order Date Type in the Sales Order /
Other tab should show Arrival
c. Customer Setup – Request Date Type = Sales Order Header – Order Date
Type
2. The Shipping Networks Form / Shipping Methods and Transit Times forms must
have matching records for Ship Method and Default Flag
3. AFTER you have setup the Shipping Networks / Ship Methods, then setup the
Sourcing Rule for Transfer From and make sure the Ship Method is populated.
4. Sourcing rule must be setup in the Assignment Set used for scheduling orders and
also for the ASCP plan. The following should match
a. Profile - MRP: ATP Assignment Set
b. Profile - MSC: ATP Assignment Set
c. In Plan Options of the ASCP Plan – Assignment Set where internal orders
are planned and released.

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
2
 Internal Orders - Intransit Lead Times Setup Steps

Internal Customer Setup – 11.5.10

NAV: Order Management>Customers>Standard (navigation will vary depending
on release.) See Appendix A for R12 navigation for Customer Setup
THEN – find the Customer – 1021 Vision
Click Find – and the following screen appears - Now click OK

THEN highlight Seattle Address line and click OPEN

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
3
 Internal Orders - Intransit Lead Times Setup Steps

With Ship To row highlighted, Click OPEN

For the Details Tab

1. The Internal region and Location fields are critical setups.
2. Other fields may be required by your business practices.

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
4
 Internal Orders - Intransit Lead Times Setup Steps

THEN click the Order Management Tab

1. Request Date Type – Arrival – This is critical so that when the Internal
Req is sent to Order Management, is offsets the Scheduled Ship Date
form the Need By Date on the Internal Requisition.
2. Price List
3. Warehouse
4. Ship Method – optional – should match to default method in Inter-locations
Lead times form as shown below.
5. Other fields may be required per your business practices

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
5
 Internal Orders - Intransit Lead Times Setup Steps

Now SAVE your work!

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
6
 Internal Orders - Intransit Lead Times Setup Steps

Inter-Location Transit Times / Shipping Networks Setup

BOTH of these forms, while they look very similar, are different, and are
responsible for setting up this process completely and correctly. They MUST be
setup exactly the same for Ship Methods and Default Flag!

Patch Notes
In 11.5.10 it has been noted that three critical patches are required before this
functionality is working as designed.
• The latest GOP/ATP Rollup patch for SCP_PF.J/11.5.10 from Section II
of Note 223026.1 - List of High Priority Patches for the APS Suite.
• Shipping Patch 5745021 which contains the latest version of the form
WSHFILTM.fmb - 115.21.11510.8 – Inter-Locations transit times form
• Inventory Patch 5262930 to get INVSDOSI.fmb 115.44.115100.8 for the
Shipping Networks form

For 11.5.8 and below – fixed in 11.5.9

There are two patches that fix how the Inter-Location Transit Times populate the
table MTL_INTERORG_SHIP_METHODS
• Patch 2894224 for Inter-Location Lead Times fixes the form so that
saving of the record populates all 4 relevant fields –
FROM_LOCATION_ID, TO_LOCATION_ID, and now also
FROM_ORGNANIZATION_ID, TO_ORGANIZATION_ID
• Patch 2937723 is the data fix that populates FROM_LOCATION_ID and
TO_LOCATION_ID where the %ORGANIZATION_ID is not NULL

Transit Times Form (or Inter-location Transit Times) WSHFILTM

NAV: Order Management>Shipping>Regions and Zones>Transit Times
OR
NAV: Inventory>Setup>Organizations>Inter-Location Transit Times
1. Enter the From Location – D1 Singapore
2. Enter the To Location – M1 Seattle
3. Enter at least one Ship Method, with an Intransit time, and check the Default
Flag to the right.
3.1 Yellow Freight – Truck - TL Standard is our Default Method
4. Save your work

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
7
 Internal Orders - Intransit Lead Times Setup Steps

Shipping Networks Form - INVSDOSI

NAV: Inventory>Setup>Organizations>Shipping Networks
Then for Organization M1 – Scope To Organization - click Find
In this screen below – highlight From D1 to M1
NAV: Tools> Shipping Methods
Note that the Ship Methods and the Default Flag are the same.

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
8
 Internal Orders - Intransit Lead Times Setup Steps

Final Note: It may be that the Shipping Methods shown above will default in
correctly after applying the patches mentioned above.
BUT it is imperative that these two screens match, SO check all setups and
confirm.

Collecting the Data for Order Scheduling

The ATP routines are called during scheduling to determine the status and
availability of an item. These are the routines that calculate when an item can be
available for use and schedule the shipping accordingly.

ATP Data Collection will collect the necessary setups when a Complete Refresh
of Collections is performed. For reference to the setups and running of Data
Collections, please refer to:
Note 145419.1 - How to Set Up Data Collection for Order Management ATP
Availability

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
9
 Internal Orders - Intransit Lead Times Setup Steps

Appendix A – R12 and 12.1 Customer Setup

Navigate to the Customers form

Then query your Organization customer record

Then click to open the customer record

And move to the Site region at the bottom of the page to find your customer site address
© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
10
 Internal Orders - Intransit Lead Times Setup Steps

Bottom of page – click Select button for Customer and see Accounts appear, click on
Details

On Order Management Tab - set Request Date Type to Arrival and Save

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
11
 Internal Orders - Intransit Lead Times Setup Steps

In the Sales Order form, the Other tab, you can use Folder /Show Field to see the Order
Date Type if it is not already visible.

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
12
 Internal Orders - Intransit Lead Times Setup Steps

Appendix B - SQL and Technical Information

Once the data is collected the following SQL should reveal the setups are present
in the system.

Verifying setups in Transit Time and Shipping Networks

SELECT
from_organization_id from_org,
to_organization_id to_org,
from_location_id from_loc,
to_location_id to_loc,
ship_method,
intransit_time time,
default_flag DF
FROM
mtl_interorg_ship_methods
WHERE
from_organization_id = 229 and
to_organization_id = 207

FROM_ORG TO_ORG FROM_LOC TO_LOC SHIP_METHOD TIME DF

229 207 328 207 000001_United Par_A_3DS 3 2
229 207 328 207 000001_United Par_P_UPSG 14 1

select
loc.location_id, -- LOCATION_ID from ERP Source Instance
location_code,
sr_tp_site_id,
-- ERP Source SITE_USE_ID that appears in Sales Order
tp_site_id
-- Cross reference id assigned during data collections
from
msc_tp_site_id_lid tpsid,
msc_location_associations loc
where
tpsid.partner_type = 2 and -- 2 = Customer
loc.partner_site_id = tpsid.tp_site_id and
loc.sr_instance_id = tpsid.sr_instance_id and
loc.organization_id is null
-- Organization_id must be NULL for internal orders

LOCATION_ID LOCATION_CODE SR_TP_SITE_ID TP_SITE_ID

472 HR- San Jose 1001 2742
1998 M4-Minneapolis 1026 2773
328 D1- Singapore 1123 3077
207 M1- Seattle 1168 3075
If this SQL does not return the expected values, then check the setups for Data
Collections in Note 145419.1 – Particularly the profile option MSC: Collection
Window for Trading Partner Changes (Days) – which must be NULL.

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
13
 Internal Orders - Intransit Lead Times Setup Steps

The following is the trail of inter-locking columns that tracks these relationships
through the ERP Source and APS Destination tables.

Source ERP information stored in the transactional schemas (INV, BOM, WIP,
MRP, ONT, etc) are collected to the APS Destination schema MSC so that the
APS Suite can use it.

Reference Tables:
MSC_INTERORG_SHIP_METHODS
MSC_LOCATION_ASSOCIATIONS to MSC_TP_SITE_ID_LID
PARTNER_TYPE
PARTNER_SITE_ID = TP_SITE_ID
MSC_TP_SITE_ID_LID
SR_TP_SITE_ID
PARTNER_SITE_ID

Note: PARTNER_SITE_ID and PARTNER_ID are dynamically assigned during

the ODS Data Load of Data Collections. PARTNER_SITE_ID numbers can be
relational (location_id) OR are assigned via a sequence and have no relational
value to any ERP Source data depending on the type of partner relationship. For
Internal Orders, these are assigned by the sequence.

Source ERP Tables

OE_ORDER_LINES_ALL
SR_TP_SITE_ID = SHIP_TO_ORG_ID
HZ_CUST_SITE_USES_ALL
SITE_USE_ID = SR_TP_SITE_ID
PO_LOCATION_ASSOCIATIONS_ALL
SITE_USE_ID = SR_TP_SITE_ID
LOCATION_ID
MTL_INTERORG_SHIP_METHODS
LOCATION_ID = FROM_LOCATION_ID
LOCATION_ID = TO_LOCATION_ID
Notes:
1. SR% Columns – In MSC tables, these refer to values from the ERP Source
Instance.
2. SR_INSTANCE_ID = The MSC Tables use this to identify the Source
ERP Instance. IF you are collecting from more than one Source instance,
THEN you will need to stripe the above data accordingly
3. PARTNER_TYPE
a. 1 = Supplier
b. 2 = Customer
c. 3 = Organization

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
14
 Internal Orders - Intransit Lead Times Setup Steps

References
Note 145419.1 - How to Set Up Data Collection for Order Management ATP
Availability
Note 436771.1 - FAQ - Understanding the ATP Results and the Availability Window of
the Sales Order Form
Changes to Inter-Location Transit Times Form (PDF, 155175 bytes)

© Oracle Corporation 2003, 2009

This article is delivered in draft form and not guaranteed to be suitable for any purpose.
Version 2.0 September 2009
Version 1.1 October 2003
Comments may be directed to david.goddard@oracle.com - dagoddar

© Oracle Corporation 2003, 2009 – For Internal and Customer Use only
Rev 2.0 – Sepetember 2009 251449.1_Internal_Orders_Intransit_LT_Rev2.0.doc / pdf
15