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Agenda
Rules Engine review
Rules Engine setup and simple picking example
LPN Allocation Overview of four allocation modes and examples
Example
Complex example and how Rules Engine behaves
Trouble shooting
Debugging setup using desktop forms
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Agenda
Rules Engine review
Allocation Mode
Example Trouble shooting
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Rules Engine Advantages
Repository of business restrictions & requirements
Easier to setup and maintain
No code change to modify rules
Helps reduce need for customization
Complexity of rules hidden from view
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Rules Engine Functions
Based on user defined rules, the rules engine intelligently
suggests material allocations for picking
suggests putaway locations for LPNs
assigns task types to tasks assigns cost groups to transactions
formats labels for printing
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Setup for Picking Rules
Prioritize Strategy Search Order#1
Define Rules#2
Define Strategies#3
Assign Strategies#4
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Strategy Search Order
Conflicting demands placed on warehouse
Which take priority?
Customer Requi rementLot has at least 60 days of
life remaining
Organization PolicyLot has at least 30 days of
life remaining (but pick
lots closest to expiration)
Check for a strategy at the most restrictive level If there is no match, look at the next level
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Strategy Search Order
2. Org
1. Customer
Levels are searched in user defined order
Search stops when first match is found
Search order should be hierarchy in which
exceptions to the rules occur
If all customers except a few follow a general rule...
then customer should be searched first
WH3
Business World Jam Mfg
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Defining Rule: Restrictions
Excellent
A rule is defined by restrictions and sort criteria
Restrictions: what items will be considered
Good Average
Restrictions: excellent strawberries
Available:
ExcellentFulfilled
Restrictions:
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Color Code: Lot expires next week Lot expires next month
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Defining Rule: Sort Criteria
Sort criteria impose an order on those that meet the
restrictions
Sort criteria: first-expired first-out (FEFO)
:
The three cases that expire next week are detailed
Only if the pick is for more than three will the other
five cases be used
ExcellentFulfilled
Restrictions:
ExcellentOrdered
Output:
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Color Code: Lot expires next week Lot expires next month
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Anatomy of a Strategy
A strategy is a list of rules to be applied in order
If an allocation cannot be filled in its entirety by a rule,
go to the next rule
Rules may be effective only during certain periods Seasonal rules
Shift dependent rules
End-of-quarter rules
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Picking Rule Differences
Picking rules have additional features
Allocation mode
Allocate full units-of-measure
Allocate particular license plates Allocate only full license plates
Consistency requirements
Allocations for a line must have common attribute
Example: Pick must come from one lot
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Consistency Requirement
Allocations for line must have common criteria
Does not matter what that value is
Common usage Customer does not care what lot number he gets
As long the order comes from just one lot
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Color Code: Different colors represent different lot numbers
Expiration Order (first to last): A B C D
Consistency Requirement Example
Business World places an order for 5 cases
Requires consistent lot numberExcellent Good Average
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A A A B BB D D D D DDC C C C DC
E E E E
E
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Consistency Requirement Example
Average strawberries are not considered
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Excellent Good
A A A B BB D D D D DD
C C C C DC
Not enough Excellent strawberries in one lot
Good
D D D D DD
C C C C DC
Color Code: Different colors represent different lot numbers
Expiration Order (first to last): A B C D
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Consistency Requirement Example
Of those that remain...
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Color Code: Different colors represent different lot numbers
Expiration Order (first to last):
Good
D D D D DD
C C C C DC
Good
pick based on FEFO
C C C C C
C D
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Agenda
Rules Engine review
Allocation Mode
Example Trouble shooting
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Allocation mode
Allows warehouse to fully take advantage of LPNs
WMS Rules Engine can select the best LPN in warehouse
Honors the way the material is already packed
Minimizes unpacking / repacking
Optimizes pick confirmation process
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Allocation mode
The Rules Engine can allocate specific LPNs forpicking
Controlled by Allocation Mode on Rule
Allocation not made to LPN level
No LPN Allocation
No LPN Allocation, prioritize pick UOM
Specific LPN Allocated (new with H)
Allocate LPN and Loose
Allocate Entire LPN Only
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Allocation mode
Allocate LPN and Loose
Allocates to the LPN level if the material is packed in anLPN
Allocates partial / multiple partial LPNs if necessary
Allocates loose material
Allocate Entire LPN Only
Allocates only to the LPN level
Allocates only LPNs that can be entirely consumed by task
Heterogeneous LPNs not considered
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Allocation modes
Customer orders 15 of lot controlled item
Pick UOM in CASE=DZ (12); Pick UOM in EACH=Ea(1)
Excluded by customer restriction
Preferred by customer
Accepted by customer
A
B
C
LPN L1A LPN L2A LPN L3A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
C
C
C
C
C
C
C
C
C
C
C
C
A
B
B
A
B
C
A
B
C
A
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C
B
B
C
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Excluded by customer restriction
Preferred by customer
Accepted by customer
A
B
C
Allocation mode
Allocation mode: No LPN Allocation
Loc Lot LPN QtyC1.1.1 15
LPN L1A LPN L2A LPN L3A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
C
C
C
C
C
C
C
C
C
C
C
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
B
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Excluded by customer restriction
Preferred by customer
Accepted by customer
A
B
C
LPN L1A LPN L2A LPN L3A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
C
C
C
C
C
C
C
C
C
C
C
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
Allocation mode
Allocation mode: No LPN Allocation, prioritize pickUOM
Loc Lot LPN QtyC1.1.1 12
E1.1.1 3
B
B
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Excluded by customer restrictionPreferred by customer
Accepted by customer
A
B
C
LPN L1A LPN L2A LPN L3A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
C
C
C
C
C
C
C
C
C
C
C
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
Allocation mode
Allocation mode: Allocate LPN and Loose
Loc Lot LPN QtyC1.1.1 L1A 7
C1.1.1 L2A 8
B
B
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Excluded by customer restrictionPreferred by customer
Accepted by customer
A
B
C
LPN L1A LPN L2A LPN L3A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
C
C
C
C
C
C
C
C
C
C
C
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
Allocation mode
Allocation mode: Allocate Entire LPN Only
Loc Lot LPN QtyC1.1.1 L2A 9
C1.1.1 L2A 3
Backordered (no complete LPN) 3
B
C
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LPN Reservations
Reservations can be made to LPN level
Via manually entering LPN on reservation line
Via manually creating reservation for entire LPN
Via reservations interface
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LPN Allocation
Transactions that break reservation / allocationprevented
Cannot unpack LPN that has been reserved
Cannot issue LPN that has been allocated
Sub transfer of reserved LPN transfers reservations
LPN completion of ATO job creates LPN reservation
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LPN Allocation
Cartonization skipped when entire LPN allocated
Partially allocated LPNs still cartonized
Tasks not merged for bulk picking
Tasks potentially split based on equipment capacity
User able to override allocated LPN
Triggers exception process
Allocations visible on Transact Move Order form
LPN allocations not updateable
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LPN Task
Task presented to user with allocated LPN
If LPN is nested, user also shown outermost LPN
User can perform task as suggested
Or pick from loose or another LPN
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LPN Allocation
Allocate Entire LPN Only best with standard sizeLPNs
Does not perform best fit
Suppose following three LPNs in locator with same item
Sales order for quantity 5
Allocation mode Allocate Entire LPN Only
Rules Engine might allocate LPN L6A first
Rules Engine will backorder quantity of 1
Consistency restrictions compound the issue
LPN L4A LPN L5A LPN L6A
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Agenda
Rules Engine review
Allocation Mode
Example
Trouble shooting
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Semiconductor Scenario
Warehouse carries semiconductors Stored in standard box size of 10,000
Semiconductors have lot attributes
Fab Site, Country of Origin General Technologies demands
Will not accept Fab Site of FST
Pick only country of origin codes USA, PRC, & THA
Warehouse policy:
Full boxes stored separately from loose material
Allocate full boxes (sub CASE), then loose (sub EACH)
Break full boxes only if necessary
Manual process: move broken boxes to EACHsubinventory
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1) Full case, with lot restrictions
2) Broken case, with lot restrictions
3) Break a case, with lot restrictions
Decision Tree
Start
What customer is
the order for?
General Technologies
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Other
1) Full case
2) Broken case
3) Break a case
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Strategy Search Order
2. Org
1. Customer
Levels are searched in user defined order
Search stops when first match is found
Search order should be hierarchy in which exceptions tothe rules occur
If all customers except a few follow a general rule...
then customer should be searched first
WH3
General
Technologies
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Full Case with Lot Rest.
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Broken Case with Lot Rest.
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Break Case with Lot Rest.
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Strategy with Lot Rest.
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Full Case
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Broken Case
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Break Case
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General Policy
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Strategy for General Tech.
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Fab Site: FST CoE: USA (unacceptable)
Fab Site: PPS CoE: PRC (acceptable)
Fab Site: YAS CoE: THA (acceptable)
A
B
C
LPN Allocation
General Tech. orders 25 pieces
LPN L1A LPN L2A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
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Fab Site: FST CoE: USA (unacceptable)
Fab Site: PPS CoE: PRC (acceptable)
Fab Site: YAS CoE: THA (acceptable)
A
B
C
LPN Allocation
General Tech. orders 25 pieces
LPN L1A LPN L2A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
Loc Lot LPN Qty Rule
C1.1.1 L2A 9 Full Case w/ Lot Rest.
C1.1.1 L2A 3 Full Case w/ Lot Rest.
B
C
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Fab Site: FST CoE: USA (unacceptable)
Fab Site: PPS CoE: PRC (acceptable)
Fab Site: YAS CoE: THA (acceptable)
A
B
C
LPN Allocation
General Tech. orders 25 pieces
LPN L1A LPN L2A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
Loc Lot LPN Qty Rule
C1.1.1 L2A 9 Full Case w/ Lot Rest.
C1.1.1 L2A 3 Full Case w/ Lot Rest.
E1.1.1 7 Broken Case w/ Lot
E1.1.1 4 Broken Case w/ Lot
B
C
B
C
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Fab Site: FST CoE: USA (unacceptable)
Fab Site: PPS CoE: PRC (acceptable)
Fab Site: YAS CoE: THA (acceptable)
A
B
C
LPN Allocation
General Tech. orders 25 pieces
LPN L1A LPN L2A
CASE C1.1.1 EACH E1.1.1
A
A
B
A
B
B
A
B
B
A
B
B
B
B
B
B
B
C
B
B
C
B
B
C
A
B
B
A
B
C
A
B
C
A
B
C
B
B
C
Loc Lot LPN Qty Rule
C1.1.1 L2A 9 Full Case w/ Lot Rest.
C1.1.1 L2A 3 Full Case w/ Lot Rest.
E1.1.1 7 Broken Case w/ Lot
E1.1.1 4 Broken Case w/ Lot
C1.1.1 L1A 2 Break a Case w/ Lot
B
C
B
C
B
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Agenda
Rules Engine review
Allocation Mode
Example Trouble shooting
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Common problems
Possible problems reported by user
Sales order line backorders
Sales order line not released
No task available to user
These can all be investigated via the forms
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Pick Status
Check Pick Status on Shipping Transactions Form
Ready to Release: release criteria did not pick up the line
Verify no holds on order, correct criteria onpick release
Staged: auto-pick confirm enabled or non-reservable item
Backordered: material not avail, or rules setup problem
Released to Warehouse: task setup problem
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Backordered Pick Status
Rules Engine could not allocate
Check availability of material
Check material status of subinventory, locator, lot, serial
Check capacity of staging lane
Check strategy search order
Check rules setup
Regenerate rules if patches recently applied
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Putaway Setup
Putaway rules must be setup for sales order picks
Staging lane is defaulted by pick release
Rules Engine still required to validate default
Without putaway rules that validate lane, order willbackorder
Verify setup
Make Transaction Type first in putaway search order
Define putaway rule with no restrictions
Define putaway strategy with that single rule
Assign strategy to Transaction Types
External / Internal Order Staging Transfer
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Simulation Modes
If still unable to allocate
Pick release with auto-allocation disabled and useSimulator
Select Simulation mode on tree Simulate entire process for pick and putaway
Simulate just a pick rule or strategy
Simulate just a putaway rule or strategy
Start debugging process by simulating entire pickprocess
Will show which strategy was selected and why
Will highlight the reasons particular material was excluded
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Simulation Modes
Select a pick rule
Select a pick strategy
Select pick entire process
Simulator tree provides quick
summary of overall setup
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Move Order for Simulation
Select the move order to simulate
Enter the sales order pick released from before
Select the move order and click the Simulate button
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Simulation Results
Source information displayed for picking simulation
Source locator, cost group
LPN if LPN allocation enabled
Lot number and lot attributes
Serial number and serial attributes if serial allocationenabled
Destination information displayed for putaway
simulation Destination locator
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Simulation Results
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Trace Output
Further level of detail available
Trace node displays search order, strategies, and rulesused
Checkmark indicates rule or strategy used Cross indicates rule used but no allocations made from it
No icon indicates that rule or strategy not used
Selecting rule in trace node shows why material
excluded Capacity limitation hit for locator
Material on-hand, but not available
Cost group commingling error will result
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Trace Output
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Run-time Trace Output
Sales order may be backordered in production
Unable to pick release sales order with auto-allocate off
Can view same trace data would get from simulator
Logging must be enabled
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Released to Warehouse Status
Lines in this status have been allocated
Verify organization is WMS-enabled
Query for task on WMS Controlboard by enteringorder
Check for User Task Type field on Controlboard
If value is empty task type rules are not definedcorrectly
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Task Setup
If User Task Type is present but no task on mobile
Task type is setup incorrectly or user not qualified for task
Check resources required on task type
Check resource definition
Verify employee name & number of user logged into mobile
Verify same employee defined on the resource
If equipment is required for task verify user logged ontoeqpt.
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Conclusion
Rules Engine review
Rules Engine setup and simple picking example
Allocation Mode
Discussion of all allocation modes available
Example
Complex example and how Rules Engine behaves
Trouble shooting Debugging setup using desktop forms
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011064 Strawberries 1000 PT
CM11062 Mouse Pad 10 EA
Item Description Qty UOM Subinventory Locator Lot
011064 Strawberries 1000 PT COLDPICK 5.1.10.. STR0129
CM11062 Mouse Pad 10 EA EACHPICK 10.1.17..
Item Description Qty UOM Subinventory Locator Lot
Allocations of material by location and lot
based on customer requirements
based on organization policies
Sales order is ready for task type assignment
The Big Picture
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Contacts
[email protected] Monitored by Product Management
Monitored by Development http://www-apps.us.oracle.com/wms/toi
Newsgroup: oracle.corp.wms.news
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