Module 5- Pick Release, Material Allocations, & Beyond Presenter’s Name Presenter’s Title.

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Module 5- Pick Release, Material Allocations, & BeyondPresenter’s NamePresenter’s Title

Agenda

• Pick Release Enhancements• Parallel Pick Release• Rules Engine Enhancements• Enhanced Manual Material Allocations• Material Workbench Enhancements• RFID Compliance

Pick Release Enhancements

Description

• Support WMS Crossdocking at Pick Release

• Consider additional supply sources for crossdocks• Inbound Purchase Orders• Internal Requisitions• WIP Jobs

• Set Task Priority at Pick Release

• Reduce fulfillment times • Select material for crossdocking at Pick Release• Use more material sources sooner (avoid putaway prior to

eligibility)

• Increase flexibility• Inventory allocation options; more control over supply

• Improve warehouse efficiency…• Prioritize tasks according to inherent nature or time-of-day

considerations• Cycle counts behind Customer Order picks• Late-day dispatch for certain Carrier’s loads

• Take advantage of Crossdocking rules and features• Use materials sooner; avoid unnecessary putaways/picks

Benefits

Constraints• Over-Picking & -Shipping

• Delivery Lines that are Planned for Crossdocking are not eligible for over-picking or over-shipping.

• Ship Sets and “Ship Model Complete” (“SMC’s”) • Will not be processed for Crossdocking

• View Picking Requests• Disabled from Toolbar for lines with status “Planned for

Crossdocking”

• Prior Reservations • Not Applicable for Crossdock Allocation Methods

Allocation Method

New to 12.0

Allocation Method

Allocation Method• Tells system which supply to consider as available for

allocation• Four Alternatives:

1. Consider ONLY on-hand material2. Consider ONLY incoming material3. Look 1st to on-hand balances, then to incoming mat’l4. Look 1st to incoming material, then to on-hand mat’l

Crossdock CriteriaNew To 12.0

Cross Dock Criteria

Crossdock Criteria

Choose from among defined rules, potentially:• One for promotion distribution, chosen when

promotional orders are pick released• One for regular replenishment merchandise• One for a special merchandise arrival, where initial

distribution should be flowed through with none put in storage racks

• One for a particular Customer’s high-volume orders

Task PriorityNew To 12.0

Task Priority

Define task priority at time of pick release; all tasks will be stamped with same value

• Pick release according to Customer’s importance; perform tasks according to shipment dispatch time• Improves Customer satisfaction flexibility• Decreases manual task management requirements• Reduces shipping dock gridlock

• Assign different priorities to different pick releases - Prioritize tasks according to their nature or time-of-day• Cycle counts behind Customer Order picks• Replenishments for 2nd-shift performance

New Release Status Defined• “Planned For Crossdocking”

• Visible in Shipping Transaction Form, Quick Ship UI, and Oracle Transportation Lines Workbench

• Added to Line Status LOV in Shipping Transactions Form Query Manager

Parallel Pick Release

• Multiple concurrent processes handle Sales Order Pick Release simultaneously

• User can specify number of parallel processes (defaults to 1)• New Profile Option and Pick Release SRS Parameter

• Pick & Ship, Pick Pack & Ship and Launch Pick Release are NOT supported for Parallel Pick

Description

• Reduce Pick Release processing time• Evenly distribute load between multiple concurrent

processes

• Meet shorter time windows &/or higher-volume requirements

• Optimize hardware capabilities/utilization

Benefits

• New parameter - Number of Child Processes • Defaults from Profile Option• Can override default value for any individual Pick Release

Setup- SRS Parameters

Sample Screens

Parent Pick Release Request

Child Processes

Rules Engine Enhancements

Description

Rules Engine now allows/enables Users to:

• Assign a strategy/rule/value directly in the workbench

• Assign Crossdock rules in the workbench

• Honor serial-level detailed reservations

• Control allocation of serial numbers at a locator

Benefits

• Reduce User effort in setup & maintenance • Assign Rules and Values directly when requirements are simple e.g.: All material received from supplier ‘SSS’ should be

assigned to cost group ‘CG001’.

• Improve system performance• Assign Rules and Values directly

e.g.: When a value is assigned directly, the strategy selection process is simplified and hence the improvement in performance.

• Increased control while allocating serial numbers

Assign Values in the Workbench

• Assign Rules and Values directly along with strategies using the Rules Workbench

• Display Strategy/Rule/Value information in Rules Engine Simulator and Execution Trace log

• Return a Strategy, Rule, or value using the custom strategy selection API

• Evaluates and processes only the first assignment that satisfies the conditions

Valid Assignments

The following depicts the valid assignments by rule types

Rule Type Strategy Rule Value

Pick Yes Yes No

Putaway Yes Yes No

Cost Group Yes Yes Yes

Planned Crossdock

No Yes No

Opportunistic Crossdock

No Yes No

Assigning Crossdock Rules

• Assign crossdock rules using the Rules Workbench• Supports both Planned (“demand-driven”) &

Opportunistic (“supply-driven”) crossdock rule assignments

• Assign rules based on criteria including Organization, Customer, Supplier, Item, Project, and Task

Sample Screens

Return Type and Return

Value replace the Strategy

Column

Assigning a Rule directly

using the Workbench

Assigning a Value directly

using Workbench

Assigning Crossdock rules using the Workbench

Honoring Serial Reservations

• Rules engine always honors the serial-level detailed reservations before applying any rules

• Rules engine verifies availability and material status of serial numbers on reservations

Enhanced Manual Material Allocations

• Manual material allocation available from Transact Move Order form

• Move order form presents all material available for allocation

• Users have flexibility to select for themselves which material should be picked

• Includes front-most or highest pallets

• Selections validated by Rules Engine• As long as selected materials don’t violate Customer rules,

system allows transaction

• Required for Oracle Process Manufacturing Clients

Description

• Improve Client & Customer Satisfaction• More closely match supply with demand

• e.g., 560-lb. coil, 24-foot pole, or 36-carton pallet

• Improve efficiency• Don’t pull/pick inappropriate materials• No need to set aside materials to get to allocated ones• Don’t need to “cut off” excess from over-sized allocation

• Meet needs of specific industries (e.g. Process)• Metal coils/sheets/other not always uniform length/weight/?• Food (poultry, steaks, etc.) not always uniform weight• Chemical batches not always equal volume/weight

Benefits

Process View

Manual Material

Allocation

Pick Release

(Auto-Allocation off)

Transact

Move Order

Inventory

Allocate

Order Management

Manufacturing

Manual Material

AllocationManual Material

Allocation

Sample Screens

Check Source Warehousing

Check Status Pending

Transaction Type

View / Update Allocations

Sample Screens

Check Source Warehousing

Check Status Pending

Select Available Inventory

Enhanced Manual Material AllocationsSample Screen- Allocation

Search by a specific rule name

Enter Selected Transaction Quantity to

Allocate

Form Buttons

Material Workbench Enhancements

Description

• In-Transit Visibility• View in-transit material • Displayed & query material due from supplier or internal

organization

• Summary and Detailed View• New summary view allows users to see material in different material

locations• In Transit, Receiving, & Onhand.

• All locations can be viewed across all organizations on one screen.

Description- Continued

• View and Query dual Unit of Measure• View and Query additional lot attributes• View serial availability• Use flex grid for display of query results• Save and reuse queries

Benefits

• Greater productivity through• More functionality from a single screen• Better control of inventory• Easier navigation in the user interface

Sample- Query Form

• Query against multiple Item cross-references

• Multi-selectable material locations

• Query by In-transit criteria

• View inbound material with or without ASN

• Save queries for future or public use

Sample Form- “View Results”

Tree shows material in three different locations

Summary view shows On-hand, Receiving, and

Inbound material for each organization

Sample Screen- Dual Unit of Measure

Results window shows secondary UOM and quantity

Sample Screen- Availability

• More attributes on availability screen

• Availability by serial

Lot enhancements

• Grade attribute enabled on Material Workbench• Query by Grade• View by Grade

• Additional Lot attributes in results pane• “Grade Update” Tools menu option

RFID Compliance

Description

• EPC generation for serial numbers and standard pack quantities

• EPC support for inbound and outbound ASNs

• EPC generation and cross-reference

• Label sets and formats

• Rules-based printer selection

• Enhanced EPC verification for serial-EPC and GTIN-EPC

• User interface to modify EPC-generation rules

• Meet RFID mandates from retail customers• Use standard features; avoid costly customization

• Reduce incremental cost of data capture

• Improve usability of labels

RFID Compliance

Benefits

RFID Compliance

EPC generation for serials and SPQs • EPC generation for serial and material label types

• Support a list of predefined EPC generation rules

• Assign EPC generation rules to label formats

• EPC generation attributes are Organization parameters• Enable Electronic Product Code Generation• Company Prefix, Company Prefix Index, Commercial &

Government Entity Number

• Define EPC generation encoding as a profile option• WMS:EPC Generation Encoding (Values - Hexadecimal, Binary, Decimal)

• Define a new parameter “LPN is standard or non-standard” on the LPN object in rules engine

RFID Compliance

EPC support for ASNs• Support LPN and Serial # EPC’s on inbound ASN

• Obtain from designated column in ASN• 2 New Profile Options identify which columns

• Store in cross-reference table

• Support LPN and Serial # EPC’s on outbound ASN

RFID Compliance

EPC Cross-Reference & Inquiry

• A single cross-reference table to store EPC for any objects – LPN, Serial and material

• Mobile LPN inquiry to show the corresponding EPC

• Mobile serial inquiry to show the corresponding EPC

RFID Compliance

Label Sets and Formats

• Define label sets to allow printing of multiple different formats of a single label type

• Rule-based selection of label sets or label formats

• System to print all labels in the label set

• Support user-initiated printing of all formats in a label set from mobile user interface

• Prevent printing of labels that do not have any variables defined in the format

RFID Compliance

Rules-Based Printer Selection

• Select printer based on label format

• Makes printer override field in label format obsolete

• Changes printer selection order1.Select format using rules engine2.Perform printer assignment, potentially taking into account

which format returned by rules engine

RFID Compliance

Enhanced EPC Verification

• Support EPC verification for • Serial EPC’s • GTIN EPC’s • LPN EPC’s

Module 5- Pick Release, Material Allocations, & Beyond Presenter’s Name Presenter’s Title.

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