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Oracle Warehouse Management Overview

Overview

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Oracle Warehouse Management Overview


System References
Examples: (Please delete the red text examples once you have added your information) Product Name > Window / Form Name racle Wor! in Process > "iscrete #o$s racle rder %ana&ement > 'ales rders racle (nventory > )ransactions

Distribution
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)he #o$ )itle +list,-our.ompany/com0'u$1ect2E"3xxxxx4 is responsi$le for ensurin& that this document is necessary and that it reflects actual practice/

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i Oracle Warehouse Management Overview

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O+,ectives

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Agenda

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Agenda

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What is a Warehouse-

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(rocesses o& a Warehouse

Processes of a Warehouse )he followin& is an a$$reviated list of the functions users can perform in racle Warehouse %ana&ement (Warehouse %ana&ement): 5 6eceivin&: 6eceive materials and finished &oods/ 5 Put away: Put away materials and finished &oods you receive/ 5 'tora&e: 'tore items within the warehouse/ 5 Pic!in&: Pic! orders for manufacturin& and shippin&/ 5 Pac!in&: Pac! orders for shippin&/ 5 'hippin&: 'hip orders to customers/

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Additional (roduct )e/uirements

Additional Product Requirements )o use Warehouse %ana&ement7 you must implement racle (nventory ((nventory)7 racle Purchasin& (Purchasin&)7 racle 8ills of %aterial (8ills of %aterial)7 and racle rder %ana&ement ( rder %ana&ement)/ -ou use (nventory to set up items7 or&ani9ations7 su$inventories and locators/ -ou use 8ills of %aterial to define people7 resources7 and calendars/ rder %ana&ement and Purchasin& provide the $asic shippin& and receivin& capa$ilities on which Warehouse %ana&ement $uilds/ 5 For more information on (nventory setup see7 verview of 'ettin& 3p7 Oracle Inventory Users Guide/ 5 For more information on 8ills of %aterial setup see7 verview of 'ettin& 3p7 Oracle Bills of Material Users Guide/ 5 For more information on receivin& setup see7 verview of 'ettin& 3p7 Oracle Purchasing Users Guide/ 5 Fore more information on shippin& setup see7 racle 'hippin& Execution 'etup7 Oracle Order Management Implementation Manual.

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Warehouse Management Application 0ierarchy

Warehouse Management Application ierarchy )he a$ove &raphic represents the relationship $etween existin& racle manufacturin& applications7 Warehouse %ana&ement7 and racle %o$ile 'upply .hain :pplications (%'.:)/ %'.: provides a mo$ile user interface for existin& inventory7 receivin&7 manufacturin&7 ;uality7 and shippin& transactions/ )he mo$ile environment provides users with an alternate set of pa&es to perform the transactions supported in these environments/ 3sers can use hand< held fre;uency devices to perform transactions in $oth Warehouse %ana&ement and %'.:/ Warehouse %ana&ement extends the capa$ilities availa$le in %'.: to encompass the demands placed on a dynamic hi&h<volume warehouse/ Warehouse Management !eatures Warehouse %ana&ement provides the followin& features in addition availa$le in %'.:: 5 )as! mana&ement 5 %aterial trac!in& with =icense Plate Num$ers (=PNs) 5 : confi&ura$le rules en&ine that ena$les you create custom pic!in& rules7 put away rules7 and compliance la$elin& rules/

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:dvanced inventory and materials mana&ement includin& material status7 lot7 and serial support/ Warehouse %ana&ement also is heavily inte&rated with7 and extends some of the current functionality in racle manufacturin& applications/

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1nventory, Warehouse Management and M2CA

"nventory# Warehouse Management and MS$A When you implement Warehouse %ana&ement7 you must implement (nventory as well/ (n addition7 you must consider additional attri$utes such as =PN mana&ement when you implement Warehouse %ana&ement/ %'.: does not have the same capa$ilities as Warehouse %ana&ement/ %'.: has the same capa$ilities as the (nventory7 racle >uality (>uality)7 and racle Wor! in Process (W(P) des!top applications7 except it presents transactions on a mo$ile user interface/ Warehouse %ana&ement extends these capa$ilities $eyond the $ase functionality (nventory and %'.: provide as indicated in the a$ove dia&ram/

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)adio 3re/uency 4evices

Radio !requency Devices When you implement Warehouse %ana&ement7 you can use any 6F device that supports ).P/(P and telnet/ -ou can use either a character mode interface7 or a &raphical user interface (?3() that mimics the des!top application/ )he type of interface you choose depends on the type of data entry in your implementation7 and the capa$ilities of the mo$ile device/ (f you plan to use the ?3( interface7 you must install a #@%E compati$le #ava virtual machine and the ?3( client application on the mo$ile device/

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Agenda

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Overview o& 1n+ound 5ogistics

Overview of "nbound %ogistics Warehouse %ana&ement in$ound lo&istics refers to receivin&7 inspection7 and put away processes within the warehouse/ (t includes the followin& features: 5 6eceivin&: Warehouse %ana&ement uses the three standard Purchasin& receipt modes: standard receipt7 direct receipt7 and inspection receipt/ (t also handles return material authori9ations (6%:s)7 internal re;uisitions7 and in<transit shipments/ 5 >uality (nspection: Warehouse %ana&ement inspects incomin& material $ased on supplier7 product7 or or&ani9ation level default/ 5 =a$el Printin&: Warehouse %ana&ement can print product or pac!a&in& la$els on demand accordin& to any num$er of criteria you define for your implementation/ 5 "irected Put :way and 'tora&e ptimi9ation: Warehouse %ana&ement matches the material handlin& constraints and item or inventory attri$utes to provide users with an availa$le stora&e location for put away/ 5 .ross "oc!in&: Warehouse %ana&ement chec!s $ac!ordered sales orders and redirects in$ound items at receipt/ (f necessary7 it routes the material directly from the receivin& doc! to a sta&in& lane or shippin& doc! without placin& it in a put away location/

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:dvanced )as! Framewor!: -ou can use Warehouse %ana&ement to create operation plans that ena$le users to perform multi<step directed put away throu&hout the warehouse/

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)everse 5ogistics

Reverse %ogistics 5 6eturn %aterial :uthori9ation (6%:): Warehouse %ana&ement ena$les users to record the inspection and receipt information of customer authori9ed returned items/ 3sers can verify receipt items7 date7 and ;uantity a&ainst the 6%:/ 5 6eturn to Aendor (6)A): Warehouse %ana&ement ena$les users to return material $ac! to the appropriate supplier from a previously received purchase order or purchase a&reement/ 5 6efur$ishment and 6ecyclin&: ptionally7 if you install racle 'ervice and racle "epot 6epair7 then you can use Warehouse %ana&ement as part of the refur$ishment or recyclin& process/

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Agenda

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Overview o& Out+ound 5ogistics

Pic& Release )he pic! release process selects sales order lines to release for pic!in& and shippin&/ -ou can perform manual pic! release7 or create a series of rules to automate the process/ )he system uses the followin& rules to release orders: pic! release rules7 release se;uence rules7 and pic! slip &roupin& rules/ Pic! release rules determine how the system selects sales orders for release/ (f trips are not scheduled for doc! doors7 then pic! release rules also determine the appropriate sta&in& lane for sales orders/ :fter the system determines which sales orders to release7 it uses release se;uence rules to determine the se;uence delivery lines are released for pic!in& $ased on sales order num$er7 outstandin& invoice value7 scheduled date7 departure date7 and shipment priority/ Pic! slip &roupin& rules esta$lish how tas!s are &rouped on a move order pic! slip/ )hey wor! in con1unction with the different pic! methodolo&ies/ Pic! methodolo&ies refer to the different ways users perform pic!in& tas!s/ For example7 a user may select to pic! an order $y itself7 or to pic! multiple orders at the same time/ nce you esta$lish the rules for your implementation7 the system &enerates pic!in& tas!s and dispatches them to ;ualified users/ :fter users complete pic!s7 the system su&&ests the appropriate num$er and si9e of containers the order re;uires for shippin&/ WMS $ontrol 'oard
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)he W%' .ontrol 8oard provides warehouse mana&ers with a real<time snap shot of the warehouse7 and ena$les them to redistri$ute users as needed/ )hey can monitor the pro&ress of tas!s as well as manually dispatch tas!s to users/ $onsolidation Warehouse %ana&ement ena$les users to consolidate partially filled containers into fewer and $etter<optimi9ed containers/ Pac&ing Warehouse %ana&ement ena$les users to pac! containers with multiple levels of nestin&7 and sends notifications if an order contains special pac!in& instructions/ 3sers can perform pac!in& durin& pic!in& or as an independent process/ Doc& Appointments for (rips %ana&ers can use Warehouse %ana&ement to schedule out$ound carrier appointments7 doc! door availa$ility7 and sta&in& lane usa&e within the warehouse/ Shipment )erification and $lose nce users pic! and load an order7 the system automatically determines the items and ;uantities to deduct from inventory/

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Agenda

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6alue Added 2ervices

)alue Added Services 5 Bittin& and "e<!ittin&: 'upports !it to stoc! (supported $y wor! order<less completion) and !it to order (supported $y pic! to order)/ 5 %ixed<%ode %anufacturin&: 'upports assem$le to order (:) )7 pro1ect<$ased or en&ineer to order (E) )7 discrete and repetitive or flow environments concurrently/ 5 %anufacturin& .omponent Pic!in&: 'upports pic!in& for wor! in process (W(P) throu&h the mo$ile user interface/ 5 %anufacturin& :ssem$ly .ompletion and Put :way: 'upports W(P completion and put away throu&h the mo$ile user interface/ 5 Product .ompliance =a$elin&: 'upports product specific la$els7 $ased on rules you define/ 5 %anufacturin& >uality (nspections: )he system automatically &enerates material movement transactions to move an item into the ;uality control inspection area from manufacturin&7 $ased on options you define durin& implementation/ 5 (nte&ration with Pro1ect %anufacturin&7 Flow %anufacturin&7 and 'hop Floor %anufacturin&: Warehouse %ana&ement inte&rates with Pro1ect %ana&ement7 Flow %anufacturin&7 and 'hop Floor %ana&ement/
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6adio Fre;uency (dentification (6F("): Warehouse %ana&ement supports 6F("/ 6F(" is an automated data collection technolo&y that ena$les e;uipment to read ta&s attached to the o$1ects without contact or line of si&ht/ 6F(" uses radio fre;uency (6F) waves to transfer data $etween a reader and an item to identify7 trac!7 or locate the item/

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Agenda

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2torage and 3acility Management

Storage and !acility Management 5 :dvanced =ot and 'erial .ontrol: Warehouse %ana&ement ena$les users to split7 mer&e7 and rename lots/ For more information see7 "escri$in& =ot 'plit7 %er&e7 and ?enealo&y7 Oracle Warehouse Management Users Guide/ 5 .ontainer %ana&ement: Warehouse %ana&ement ena$les users to trac! the contents of any container in receivin&7 W(P7 inventory7 shippin&7 and in<transit/ 5 %aterial 'tatus .ontrol: %aterial status control ena$les users to control the eli&i$ility of material for various transactions/ 5 Ban$an %ana&ement: Warehouse %ana&ement supports $oth internal and external supplier !an$ans/ Ban$an is a means of supportin& pullC$ased replenishment in manufacturin& systems/ For more information on !an$an mana&ement see: verview of Ban$an %ana&ement7 Oracle Inventory Users Guide/ 5 (nventory Features: Warehouse %ana&ement facilitates the movement of &oods in to7 out of7 and within the warehouse/ 5 Wor!flow 8ased Exception %ana&ement: -ou can confi&ure real<time alerts and wor!flow $ased notifications of supply chain events to improve the efficiency of $usiness operations/ For example7 when a user pic!s less than the re;uired amount for an order7 wor!flow sends a notification to the user to count the locator/
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.ountin&: 3sers can perform cycle counts and physical inventory counts/ For more information see verview of .ycle .ountin&7 and verview of Physical (nventory7 Oracle Inventory Users Guide/ 6eplenishment 5 Warehouse %ana&ement ena$les mana&ers to mana&e inventory levels usin& any com$ination of plannin& and replenishment features7 includin&: min<max plannin&7 reorder point plannin&7 or !an$an replenishment/ -ou can use (nventory and %6P replenishment plannin&7 dynamic replenishment7 and replenishment direct from receivin&/

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Agenda

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Oracle Mo+ile Applications Architecture

Mobile Applications %o$ile applications ena$les users to input real<time transactions and receive warehouse tas!s the system assi&ns/ Warehouse %ana&ement and %'.: use the same applications architecture/

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5icense (late 7um+ers 85(7s9

*+plaining %icense Plate ,umbers -%P,s. :n =PN is any o$1ect that exists in a location and holds items/ -ou can use Warehouse %ana&ement to trac!7 transact7 and nest =PNs and their contents/ /sing %P,s -ou can use =PNs in the followin& ways: 5 'tore information a$out an =PN such as item7 revision7 lot7 serial7 or&ani9ation7 su$inventory7 or locator 5 )rac! contents of any container in receivin&7 inventory7 or in<transit 5 6eceive7 store7 and pic! material $y =PN 5 Aiew on<hand $alances $y =PN 5 %ove multiple items in a transaction $y =PN 5 )ransfer =PN contents 5 Pac!7 unpac!7 consolidate7 split7 and update =PNs 5 Print la$els and reports for referencin& container contents 5 )rac! nested =PNs 5 6euse empty =PNs
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7esting 5(7s

,esting %icense Plate ,umbers -ou can nest =PNs within other =PNs/ Nested =PNs must $e associated with an o$1ect/ )he o$1ect may either $e a collection of items or another =PN/ (n the a$ove example7 item : is pac!ed in =PN @7 and =PND7 =PN@7 and =PNE are nested within =PNF/ When you transact =PNF7 all of the =PNs nested within it are transacted

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:enerating 5(7s

0enerating %icense Plate ,umbers -ou can &enerate an =PN to match industry standards7 such as ''..7 that includes the re;uired chec! di&it/ -ou can also confi&ure the num$erin& scheme to match an existin& internal method/

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5(7 Conte;t

%P, $onte+t Warehouse %ana&ement defines a context for each =PN to denote the current state/ -ou can use these contexts to define speciali9ed pic!in& and put away rules/ Resides in "nventory :n =PN with this context indicates material associated with this =PN is costed and accounted for in inventory/ : user cannot this context when receivin& material a&ainst a standard or inspection routed receipt7 $ut can use it for a direct delivery routed receipt/ 3sers can perform out$ound transactions on =PNs with this context/ Resides in W"P :n =PN with this context indicates material associated with this =PN is currently part of a W(P operation/ )he material does not reside in inventory7 and is not costed/ Resides in Receiving :n =PN with this context indicates material associated with this =PN was received usin& a standard routin& or inspection routin& receipt7 $ut still resides at the receivin& doc!/ )he material does not reside in inventory and is not costed/ Resides in "n1transit

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:n =PN with this context indicates material is movin& from one location to another/ For example7 when an =PN moves from one or&ani9ation to another/ =PNs in this context are in an intermediary state7 $ut are accounted for in the system/ )his context is used only for inter<or& transit or internal sales orders where an indirect shippin& networ! is defined $etween the or&ani9ations/

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5(7 Conte;t

%P, $onte+t "ssued out of Stores =PNs with this context do not reside in the warehouse/ Gowever7 the system retains the =PN transaction history/ =PNs shipped out of inventory receive this context and can not $e re< received/ Pre1generated Pre<&enerated =PNs exist in the system7 $ut7 are not associated with any physical material/ Pac&ing $onte+t )he system uses this context internally as an intermediary/ "o not use it anywhere7 includin& the setup of pic!in& or put away rules/ Pic&ed Pic!ed =PNs receive this context/ )hey are in<transit within the warehouse/

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5(7 Conte;t

%P, $onte+t Defined but not /sed )his context refers to an =PN defined that does not contain material/ :n example is a reusa$le tote a user can use to pic! orders/ Resides at )endor Site When a vendor sends an :dvanced 'hipment Notice (:'N) :'N7 Warehouse %ana&ement &enerates an =PN and associates it with the material information on the :'N/ Warehouse %ana&ement does not reco&ni9e material associated with =PNs of this context as on<hand or costed/ Pre1Pac& of W"P =PNs that reside in W(P7 and are associated with material pre<pac!ed in W(P7 receive this context/ )his context is used after Warehouse %ana&ement associates the =PN with the material7 $ut the material is not physically pac!ed in the =PN/ %oaded for Shipment )his context refers to material loaded for shipment onto a carrier that is ready to leave the warehouse/ nce the carrier leaves the doc!7 the =PN context chan&es to resides in in<transit7 or issued out of stores/
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Material 2tatus

Defining Material Status $ontrol %aterial status control provides more &ranular transaction control than item status control/ (t controls the types of transactions you can perform/ -ou can assi&n material status to an item lot7 serial7 su$inventory7 or locator/ (ransaction $ontrol -ou use material status control to specify material statuses at the su$inventory7 locator7 lot7 or serial level/ )his ena$les you to specify the allowed and disallowed transactions for inventory material/ (t also ena$les you to ;uery material $y current status7 and to &enerate and view reports of all historical status chan&es for material in the warehouse/ Assigning and /pdating Material Status $ontrol 5 assi&n material status control to lot and serial controlled items upon entrance to the warehouse/ 5 "etermine the allowed transactions for su$inventories and locators durin& set up/ 5 3pdate material status control as necessary/ 5 "isallowed material status transactions are cumulative/

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2u+inventory and 5ocator Material 2tatus

Subinventory and %ocator Material Status -ou can set each status to allow or disallow various inventory transactions/ For example7 you may disallow all transactions for items with the Gold status7 allow all transactions for material with the status of ?ood7 and allow scrappin& transactions for material with the status of 'crap/

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5ot 2tatus

%ot Status =ot 'tatus is used to control how you use an inventory lot/ -ou can indicate if a lot controlled item is also status controlled at the item level/ (f the item is lot<status ena$led7 you can set a default lot status upon receipt of a new lot of the item/ For example7 if you receive a lot is from a supplier you could set the status to Gold to prevent use until ;uality testin& is complete/ nce tested7 you can chan&e the status to either Fail7 or ?ood/ (f the lot is dama&ed7 re<tested7 and is unusa$le7 or out of date7 you could chan&e the status to 'crap or 6ewor!/ (f the lot matures after production it may have a status of >uar/ -ou can reserve the lot for a shipment $ut not allow it ship until you chan&e the status to ?ood/

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2erial 2tatus

Serial Status -ou can use serial status to control transactions of serial controlled items/ For example7 a company that supplies and maintains photocopiers on contract has a new machine in stoc! with the status New/ When the company ships the copier to a client the status $ecomes (nHuse/ (f the client reports a pro$lem the copier status chan&es to Fault/ nce repaired7 the status chan&es $ac! to (nHuse/ When the contract ends7 and the client returns the machine7 the status chan&es to Worn/ (f the company reconditions the copier7 the status $ecomes 6econ and is availa$le for delivery to a client7 $ut at a different rate than a New machine/ When the useful life of the copier is over7 the status chan&es to 'crap7 and the company disposes of the machine/ Each status can have a different set of allowed transactions/

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5ot and 2erial Attri+utes

%ot and Serial Attributes =ot and serial attri$utes trac! the characteristics of items $ased on lot or serial num$ers/ "escriptive flexfields ena$le you to confi&ure lot and serial attri$ute flexfields to capture additional information/ -ou can define re;uired or optional attri$utes7 or trac! information at the item or item cate&ory level/ 'ample lot and serial attri$ute values include &rade7 cycles since new7 and $est $uy date/ )o setup attri$utes and attri$ute value sets7 you associate them with a flexfield se&ment/ For example7 you can set up a value set for the ?rade se&ment/ )he ?rade value set includes three &rades: Excellent7 :vera&e7 and Poor/ /sing %ot and Serial Attributes -ou can $uild pic! and put away rules $ased on lot and serial attri$utes/

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Cost :roups

$ost 0roups .ost &roups associate account information with related inventory items/ .ost &roups provide a way to trac! the inventory accountin& attri$utes of material in the warehouse7 and ena$le mana&ers to effectively mana&e inventory with different accountin& attri$utes/ %aterial receives a cost &roup upon receipt into inventory/ %aterial enters the warehouse $y: 5 6eceivin& (from external source)7 includin&: - 'tandard receivin& - "irect receivin& - 6eceivin& with inspection - %iscellaneous receipt - (n<transit receipt - "irect or& transfer 5 W(P transactions (from internal manufacturin&)7 includin&: - W(P assem$ly completion - W(P component return $ost 0roup "nformation
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)he rules en&ine can use any num$er of different attri$utes to assi&n cost &roups includin&: 5 'upplier 5 "escriptive flexfield information 5 .ustomer 5 (tem 5 =ocation 5 (tem cate&ory 5 (tem status 5 (tem disposition (used7 new7 and refur$ished) $ost 0roup Restrictions :fter the rules en&ine assi&ns the cost &roup7 the transaction mana&er chec!s for conflicts $etween the assi&ned cost &roup and cost &roups of existin& material in the location/ $ommingling %ultiple cost &roups of a sin&le item can reside in the same locator or =PN if material within each cost &roup that resides in the =PN or locator is uni;uely identifia$le/ -ou cannot perform a transaction in a commin&led =PN or locator/

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<as= Assignment

*+plaining (as&s Warehouse %ana&ement uses tas!s to control the flow of material throu&h the warehouse/ (t dispatches tas!s to users $ased on s!ill sets/ -ou can &roup users into common s!ill set &roups and desi&nate them as resources/ -ou must define each s!ill and associate it with an employee $efore the system can dispatch tas!s to ;ualified users/ Warehouse %ana&ement uses the 8 % 6esource window to capture the s!ill sets of the employees re;uired to perform specific tas!s/ For each tas! that re;uires a uni;ue set of s!ills7 you must define a new resource/ Gowever7 if users that have the same set of s!ills can perform a variety of tas!s7 then you do not need to define individual resource types/ Describing the (as& (ype Assignment Process )he tas! type assi&nment process ena$les the system to assi&n tas! types you define $ased on any num$er of criteria includin&: 5 %aterial type: For example7 the tas! type assi&nment en&ine dispatches a refri&erated material pic! differently than a ha9ardous material pic!/ 5 )as! splittin& and mer&in&: )he system splits tas!s if the e;uipment re;uired cannot hold the num$er of containers the tas! re;uires7 or if the pac!in& containers the tas!
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5 5

re;uires cannot fit the entire tas! ;uantity/ )he system mer&es tas!s if $ul! pic!in& is selected/ perator location: )he tas! dispatch en&ine considers the current location of the user and dispatches the next tas! $ased on proximity if the user meets the tas! criteria/ Exception messa&es: )he tas! dispatch en&ine has a set of predefined exception messa&es and transaction reasons7 which handle all &eneric exceptions durin& tas! dispatch7 and tri&&er appropriate actions and wor!flows $ased on these exceptions/

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)ules and the )ules %ngine

Rules and the Rules *ngine -ou can use the rules en&ine to create rules to effectively dispatch tas!s and mana&e inventory/ -ou can use it to streamline pic!in& and put away of material7 assi&n newly received material to a cost &roup7 ensure customer compliant la$elin&7 assi&n tas!s to a resource with the appropriate trainin& and e;uipment7 and select the correct operation plan for tas!s/ -ou can create rules $ased on nearly any attri$ute in the data$ase7 includin& flexfields you define/ Restriction :ll rules have restrictions/ -ou compare two different attri$utes to define restrictions/ For instance7 a put away restriction that puts material away to the su$inventory 83=B7 e;uates the destination su$inventory with the text 83=B/ Strategies : strate&y is a se;uence of rules the rules en&ine runs to try to allocate material7 allocate space7 or fulfill a re;uest/ Pic!in&7 put away and cost &roup assi&nment rules use strate&ies/ -ou construct strate&ies in the 'trate&ies window from one or more rules/ -ou can reuse rules for multiple strate&ies/ (f a strate&y cannot find enou&h material to fulfill a pic! or find enou&h space for a put away7 then the material is $ac!ordered or the put away fails/ )his may $e the desired outcome7 or you may wish to put less restrictive rules at the end of the strate&y/ Other Rules $omponents
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6ules and strate&ies have other components as well7 such as ;uantity functions7 allocation modes7 consistency restrictions7 return values7 and strate&y assi&nments7 which are covered in later modules/

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)ules %ngine >ses

Rules *ngine /ses -ou can use the rules en&ine to create six different types of rules7 includin& pic!in&7 put away7 tas! type assi&nment7 cost &roup assi&nment7 la$el format assi&nment7 and operation plan assi&nment/ Material Allocations for Pic&ing "irected pic!in& determines how material is allocated for an order7 and directs users to pic! material from specific locators/ Warehouse %ana&ement allocates stoc! to meet customer re;uirements such as stoc! condition7 stoc! ;uality7 lot expiration date7 or country of ori&in/ -ou can use a rule to allocate material $ased on F(F (first in first out) or FEF (first expired7 first out) rule at the or&ani9ation level/ -ou can also use pic!in& rules to perform a pic! that depletes a location in order to free up additional warehouse space7 or to perform a pic! $y cost &roup/ Directed Put Away Rules "irected put away directs users to put material receipts into the most appropriate locators/ 'ome common processes the rules model include: 5 %inimi9e item fra&mentation 5 .ontrol lot commin&lin& in a locator
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5 "irect ha9ardous materials to a correspondin& ha9ardous stora&e location 5 'tore seasonal items in a su$inventory dependent on time of year 5 Put away material $ased on inspection results7 purchase order type7 or item cate&ory/ -ou can also put away material to locations the rules en&ine su&&ests for any items anywhere within the warehouse/ Note: Pic!in& and put away rules also have a ;uantity function7 which specifies how to determine the material availa$le for pic!in&7 or the space availa$le for put away/ (as& (ype Assignment Rules )as! type assi&nment captures s!ill sets and e;uipment re;uired for a warehouse tas!/ 3sers can si&n onto a mo$ile 6F device7 and optionally specify the availa$le e;uipment/ Warehouse %ana&ement assi&ns tas!s to users $ased on s!ill set7 e;uipment re;uirements and capacity7 or su$inventory/ For instance7 the system assi&ns ha9ardous tas!s to users with the appropriate ha9mat trainin&7 and can limit material put away to the top rac!s to users si&ned onto hi&h< reach for!lifts/ $ompliance %abeling Rules -ou can use the rules en&ine to select the appropriate la$el format7 type7 and printer for material7 $ased on customer7 carrier7 item cate&ory7 or transportation method/ -ou can then &enerate a la$el with the re;uired information and $arcode sym$ols for the material $ased on the result/ )he system can print different la$els for frei&ht carrier or shipment type/ )he rules en&ine can also &enerate la$els for use inside the warehouse/ $ost 0roup Rules .ost &roups capture the material valuation accounts necessary for trac!in& inventory value/ For instance7 you can set up different accounts for refur$ished7 consi&ned7 and company<owned inventory/ When material is received into the warehouse7 Warehouse %ana&ement determines the ownin& cost &roup and the material valuation accounts/ Operation Plan Selection Rules -ou create operation plan selection rules to determine the operation plan for consolidation/ For example7 if you want certain item cate&ories to &o throu&h a consolidation step7 and item cate&ories to $e dropped directly to a sta&in& lane7 you can create an operation plan selection rule that selects the operation plan $ased on the item cate&ory/

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Material Allocation %;ample

Material Allocation *+ample 'uppose you run a warehouse that sells straw$erries/ )he straw$erries are set up as a lot controlled and expiration date controlled item/ )hey are also trac!ed $y the lot attri$ute ?rade/ Excellent7 ?ood7 and :vera&e are the possi$le &rades within the system/ 'upreme 8erries is a straw$erry distri$utor7 and does not accept :vera&e straw$erries/ )hey re;uest Excellent straw$erries if they are availa$le7 $ut will accept ?ood straw$erries if necessary/ )he system allocates &raded lots on a FEF $asis/ .ost .utters ma!es straw$erry 1am/ )hey can use any &rade of straw$erry7 $ut $ecause they do not pay top dollar7 you prefer to ship them :vera&e straw$erries/ Gowever7 if there are no :vera&e straw$erries availa$le7 you ship hi&her &rade straw$erries/ =ots are allocated on a F(F $asis/ :ll other customers have no preference on the &rade of straw$erries they receive7 and they are allocated lots on a FEF $asis/

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Allocation 4ecision <ree

Allocation Decision (ree )his decision tree represents the $usiness scenario from the previous slide/ "rawin& a decision provides a $aseline for the strate&ies and rules to define/ 8efore you set up rules and strate&ies7 you must understand the types of rules to model/ )hou&h you can create new rules and strate&ies without code chan&es7 it is important to carefully thin! throu&h your rules and strate&ies durin& implementation/ :dditionally7 well defined rules and strate&ies can $e reused in multiple strate&y assi&nments/

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)ules 2etup

Rules Setup )he setup for pic!in& rules7 put away rules7 and cost &roup rules are similar/ 'ettin& up these rules involves three steps covered in the followin& slides/

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4e&ining )ules? )estrictions

Rule Restrictions -ou define rules for pic!in& and put away tas!s $ased on availa$le items and locators/ Pic!in& rules can place restrictions on lot attri$utes7 source su$inventory or locator7 item cate&ory7 or any of hundreds of other item attri$utes/ )he rules en&ine does not allocate material that does not meet the rule restrictions/ (f the availa$le ;uantity is as indicated a$ove7 and the sin&le restriction Ilot &rade of ExcellentJ is imposed7 then the rules en&ine does not consider &ood and avera&e straw$erries/

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4e&ining )ules? 2ort Criteria

Sort $riteria 'ort criteria specify the most desira$le material that meets the restrictions of the rule/ )he example a$ove sorts the excellent straw$erries in order of expiration dateK those that expire first are shipped first/

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4e&ining )ules? 4e&ault

Defining Rules2 Default -ou can also define a default rule that does not have any restrictions/ -ou can assi&n a default rule as part of a strate&y7 or as the or&ani9ation default pic!in& or put away rule7 that executes if the rules en&ine does not return an applica$le strate&y assi&nment/ (n this example any availa$le $ox of straw$erries meets these restrictions/

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2trategies

Strategies : strate&y is a list of se;uential rules the rules en&ine applies until a tas! is performed/ nce the rules en&ine determines the strate&y it does not search for another strate&y if it cannot fulfill the tas!/ )herefore7 unless you want the strate&y to fail7 the last rule of a strate&y should $e a &eneric rule with no restrictions/ Assigning Strategies in the Rules Wor&bench -ou can assi&n strate&ies to various o$1ects or com$inations of o$1ects in the rules wor!$ench such as customer7 vendor7 transaction type7 or item cate&ory/ -ou can also specify dates for strate&ies in the rules wor!$ench/

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<as= <ype, 5a+el 3ormat, and Operation (lan 2election )ules

(as& (ype# %abel !ormat and Operation Plane Selection Rules )as! type rules7 la$el format rules7 and operation plan rules are not assi&ned to strate&ies7 $ut are automatically lin!ed directly to an or&ani9ation/ 6ule wei&hts determine the search order7 and you can set a rule wei&ht for each rule/ 6ules with hi&her wei&hts ta!e precedence over rules with lower wei&hts/ For example7 an or&ani9ation has three types of tas!s: 5 G:L%:) tas! < 6e;uired whenever item has a G:L%:) code 5 Gi&h reach < 6e;uired whenever an item is in a locator with rac! num$er &reater than F 5 "efault tas! < :ll other tas!s :ssumin& the G:L%:) tas! ta!es priority (if a tas! is $oth a G:L%:) tas! and a hi&h reach tas!7 then G:L%:) tas! should $e returned)7 three rules are re;uired: D/ Gi&h wei&ht rule: (f item has a G:L%:) code7 return G:L%:) tas! @/ %id wei&ht rule: (f item is in a rac! &reater than F7 return hi&h reach tas!/ E/ =ow wei&ht rule: 6eturn default tas!/

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Consistency )e/uirements

$onsistency Requirements .onsistency 6e;uirements are uni;ue to pic!in& rules/ )hey ensure all allocations for a particular line have one or several common criteria/ )he most common consistency re;uirement is customer acceptance of a sin&le lot/ )his means a customer does not accept an order if it contains more than one lot/ -ou can set up a rule strate&y for a customer that prefers a sin&le lot7 $ut accepts mixed lots if necessary/ -ou can also use consistency re;uirements for other lot and allocation attri$utes/ Note: 6ules that include consistency restrictions do not perform partial allocations/ (f the allocation ;uantity cannot $e found in its entirety7 the rule does not allocate at all/

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)ules 2imulation

Rules Simulation For more information on rules simulation see: Explainin& the W%' 6ules En&ine 'imulator7 Oracle Warehouse Management Users Guide.

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)314 <echnology

R!"D 6F(" is a technolo&y that ta&s physical items with a uni;ue identifier a scanner can read/ -ou can associate the identifier with a system representation of the o$1ect that contains all associated item records/ :n 6F(" device can communicate directly with Warehouse %ana&ement via the racle 'ensor Ed&e server7 which receives the physical details of an 6"(" reader and filters out $ac!&round noise/ Warehouse %ana&ement can tri&&er a response messa&e to si&nal a li&ht stac!7 $u99er7 or messa&e $oard via the 'ensor Ed&e server to provide the user with physical confirmation of the transaction7 which is performed without a 3( or mo$ile device/

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5a+eling

Supplier %abeling -ou can scan and print $ar codes for material you receive in to the warehouse/ )his results in less receipt processin& time7 immediate reco&nition of availa$le materials7 and hi&her receivin& accuracy/ $ustomer %abeling -ou can produce customer specific la$els on demand for each shipment7 to comply with customer re;uirements for $ar code la$elin& and advance shipment notifications (:'Ns)/ Manufacturing -ou can use compliance la$elin& within manufacturin&/ )here are four ma1or points identified where Warehouse %ana&ement prints la$els for manufacturin&: 5 Prior to the start of the first operation < For example7 a la$el that contains routin& information/ 5 "urin& any operation < 8ased on a special outcome of an operation7 the location of the next assem$ly routin& may $e dynamically determined/ )he system can print a la$el to route the material to the desired destination such as a scrap su$inventory/

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:fter ;uality inspection of an operation C )he material may not pass inspection/ )he system can print a la$el that sends the material to a prior operation7 to scrap7 or forward to the next operation/ 5 :t assem$ly completion < :n or&ani9ation may $uild finished &oods or assem$le to order products/ )he system can print a stoc! la$el that contains the finished &oods information7 or a shippin& la$el for assem$le to order products that contains the shippin& instructions7 address7 and the sales order num$er/ Other (ransactions )he a$ove examples are 1ust a few of the automatically tri&&ered la$el flows/ =a$els can also $e tri&&ered $y cycle countin&7 physical countin&7 purchase order receipts7 pac!in& or movement transactions/

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5a+el <ypes

%abel (ypes )he system supports the followin& la$el types: 5 %aterials: )his la$el provides information a$out the item7 includin& lot information if applica$le/ 5 'erial: )his la$el provides information specific to the serial num$er of the item/ 5 =ocation: )his la$el provides information a$out specific warehouse locators/ 5 W(P .ontent: )his la$el provides information a$out W(P components pic!ed for a 1o$/ (t includes the component num$er7 serial7 lot7 1o$ num$er7 assem$ly num$er7 and start date/

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5a+el <ypes

%abel (ypes -$ont. 5 =PN: )his la$el provides information a$out the =PN/ (t does not contain content information/ -ou use this information to trac! the =PN throu&h the warehouse/ 5 =PN .ontent: )his la$el provides information a$out the =PN and content details/ 5 =PN 'ummary: )his la$el provides information a$out the =PN and a summary of the contents/ (f the =PN contains nested =PNs7 the la$el also summari9es the content of those =PNs/ 5 'hippin&: )his la$el provides information a$out the out$ound shipment/ (t does not include shipment content information/ 5 'hippin& .ontents: )his la$el provides information a$out the out$ound shipment and the contents of the shipment/

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5a+el 3ormats

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Assigning 5a+el <ypes to @usiness 3lows

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Agenda

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2ummary

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