1Copyright © 2004, Oracle. All rights reserved.Copyright © 2004, Oracle. All rights reserved.
Oracle Shipping Execution
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Objectives
After completing this module, you should be able to do the following:
• Understand the complete shipping cycle from Pick Release through Ship Confirm
• Release sales orders for picking
• Ship Confirm picked orders
• Perform the necessary shipping setups
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Agenda
• Understanding Shipping Concepts
• Using Pick Release
• Entering Ship Confirm
• Deliveries and Delivery Lines
• Defining Shipping Setups
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Shipping Execution Flow
Order Management Workflow Activities
Schedule - Line Create Supply Ship Line
Sales Order Line in Ship Line Workflow activity
Order Management
Changes
Order Line Status: Awaiting Shipping
Order Line:Ready to Release
Shipping Execution
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Shipping Concepts
Trips Deliveries Delivery Lines LPNs Locations
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Pick Release Concepts
3 1 2
3 2 1Which sales order to release?
In what order to allocate inventory?
What material to release?
How to group Pick Slips?
Release Rules
Release Sequence Rules
Picking Rules
Pick Slip Grouping Rules
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Book Order Run Pick Release
Pick Release Process Flow
Inventory Reservation Pick Slips
Manual Pick Confirm(OR)
Auto Pick Confirm
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Ship Confirm
Delivery
Ship
Requires Re-Pick
Leave Staged
Inventory Activities
Transfer to Cycle Count
* Reservations removed
Ship Confirm Process Flow
Backorder* Stage Backorder
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Automated Ship Confirm
Shipping Transaction FormQuick Ship Window
Ship Confirm Deliveries SRS
Using
Ship Confirm Rule
Based On
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One Step Shipping
Autocreate Deliveries
Pick Release and Pick Confirm
Ship ConfirmAuto Create Trips Autopack Deliveries
Pick, Pack, and Ship
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Shipping Transactions Form
Query Manager
TripStops
DeliveryDelivery
Line
Containers (LPNs)
Searches
Shipping Transactions Form
Shipping Reports
Ship Confirm
Pick Release
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Quick Ship User Interface
Freight Costs
Viewing and Updating Shipping Exception
Shipping Transactions Form
Document Sets
Ship Confirm
Quick Ship Window
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Shipping Roles and User Security
StopsPick Release Form
Launch Pick Release
Update Status
DeliveriesAuto-Pack
Auto-Pack MasterClose
Trips
Assign Freight Costs
Pick Release Form
Ship Confirm
Cycle Count Delivery Line
Lines/LPNs
Split Line
Unpack
GeneralConfigure Regions
Configure Buttons
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Shipping Exceptions
Viewing and Updating
Logging Deleting
Shipping Exceptions
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Agenda
• Understanding Shipping Concepts
• Using Pick Release
• Entering Ship Confirm
• Deliveries and Delivery Lines
• Defining Shipping Setups
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Release Sales Orders
Selection CriteriaShip From: SeattleShip Date From: NullShip Date To: Current DateCarrier: DHL Find all the orders that are scheduled to ship today (or earlier) from Seattle, that are shipping DHL.
Awaiting Shipping
Document Sets
Prior Reservations Only
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Methods to Pick Release
Release Sales Orders
Online
Concurrent
SRS
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Pick Release Parameters
Controls the Picking Process
• Release Sequence Rule
• Pick Slip Grouping Rule
• Default Pick Release Document Set
• Default Staging Subinventory
• Default Staging Locator
You define:
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Configuring Pick Release Process
One Step Picking: Move order Created Auto Allocate = Yes Inventory Allocated
Auto Pick Confirm = Yes * Material moved to Stage
Two Step Picking: Move order CreatedAuto Allocate = Yes Inventory AllocatedAuto Pick Confirm = No
Three Step Picking Move Order CreatedAuto Allocate = No Auto Pick Confirm = No
Pick Release Sales Order Results after Pick Release
* The picking process is complete when the material has been moved to the Staging Subinventory
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Auto Create Delivery
Group by:• Ship From• Ship to• Customer• Carrier• Freight Terms
FromSeattle
DHL
To San Jose
Prepaid
ABCPrint
Delivery 2
Delivery 1
From Seattle
ABC Print
DHL
To New York
Prepaid
Delivery Lines Deliveries
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Agenda
• Understanding Shipping Concepts
• Using Pick Release
• Entering Ship Confirm
• Deliveries and Delivery Lines
• Defining Shipping Setups
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Ship Confirm
Delivery Status:Staged
Ship Confirm
Auto Ship Confirm
Manual Ship Confirm
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Shipping Transaction Parameters
Controls the Ship Confirmation Process
• Default Ship Confirm Document Set
• Ship Confirm Rule
• Auto-pack Options
• Goods Dispatched Account
• Enforce Packing in Containers
You define:
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Shipping Documents
• Logical grouping of reports for: The Pick Release Process The Ship Confirm Process Document Sequencing
• Use seeded Document Sets
• Define new Document Sets
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Ship Confirm Rules
Ship Confirm Rules
Ship Confirm Deliveries SRSQuick Ship
Release Sales Orders for PickingShipping Transactions Form
Auto Ship Confirm ReportRelease Sales Orders SRS
Release Rules
Ship Confirm
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Ship Confirm Deliveries SRS
Ship Confirm Deliveries SRS
Ship Confirm
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Agenda
• Understanding Shipping Concepts
• Using Pick Release
• Entering Ship Confirm
• Deliveries and Delivery lines
• Defining Shipping Setups
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Working with Deliveries and Delivery Lines
Delivery Line
Cycle CountingDelivery Lines
Split Transfer
Delivery
Trip
Freight Costs
Weight and
Volume
Autocreate or Assign Assign
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Delivery Parameters
Delivery
Shipping Parameters
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Delivery Line Processing Statuses
Ready to Release Released to Warehouse Staged
Backordered Shipped
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Packing into LPNs/Containers
Delivery Lines
Container-item relationship
Manually PackAutoPack
Containers (LPNs)
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Container Load Details
Container Load Max Preferred Item Item UOM Quantity Flag
Box4 BB-2002 Ea 4
Pallet Box4 Ea 8
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Working with Trips
Trip
Delivery
Containers and Lines
AutoCreate ManuallyCreate
Freight Costs
Weight and Volume
Document Sets
Assign
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Agenda
• Understanding Shipping Concepts
• Using Pick Release
• Entering Ship Confirm
• Deliveries and Delivery Lines
• Defining Shipping Setups
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Shipping Parameters
Shipping ParametersGeneral
Pick Release
Shipping Transaction
Delivery Transportation
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General Parameters
General
Shipping Parameters
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Transportation
Transportation
Shipping Parameters
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Global Shipping Parameters
General Transportation
Global Shipping Parameters
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Shipping Exceptions
• Define exceptions per business requirements
• Define handling processes for exceptions (Workflow)
• Record shipping exceptions during shipment process
• Initiate exception handling
• View and track exceptions
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# 2
# 1
Pick Slip Grouping Rules
Released Order Lines Pick Slips #
Order No. 5345
Delivery: 61814
Srce Subinventory: FGI
Order No. 5345
Srce Subinventory: FGI
Grouped by Source
Subinventory
Order No. 5345
Srce Subinventory: FGI
Order No. 6532
Delivery: 61814
Srce Subinventory: MFG
Grouped by Delivery
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Release Sequence Rules
Released Order LinesInventory Allocations
• Shipment Priority• Schedule Dates• Order Number• Customer’s Open Invoice value
Prioritize by:
Ascending or Descending
Move Orders Source:
• Subinventory• Locator• Revision• Lot Number
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Release Rules
Release Sales Orders SRS
“Release Rule Name”
Criteria to Release Orders
By Customer
Ship Method
Order #
Date Range
Ship Date From: Ship Date to: 12-Oct-2004
Release Sales Orders
“Based on Rule”
541
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Freight Carriers
• Define a freight carrier name
• Select the service level for the carrier
• Select the mode of the transportation
Freight Carrier
Mode Service Level
Org Shipping Method
Viking LTL Ground M1 Vik_LTL_Ground
Yellow TL Ground M1 Yell_TL_Ground
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Freight Cost Types
Freight - Insurance - Handling - Export Fees - Duty Fees
• Enter an Amount for each Type
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Freight Cost – Freight Charges
Shipper’s Costs Customer’s Charges
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Transit Times
Ship From Location
Ship To Location
Transit Time
Defined for each
Ship Method
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Shipping Documents Sets
Grouped Shipping Document Sets
Assigned
Printed During
3 2 1
Printers Document Sequence
Pick Release Ship Confirm
Shipping Documents & Reports
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Choose Printers
Pick Slips
Packing Slips
Mailing Labels
Profile Hierarchy
User
Responsibility
Application
Site
Printer 1
Printer 2
Printer 3
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Shipping Roles and User Security
Users
RolesGranted
Control Access To
• Actions List• Tools Menu• Configure User Interface
STF & Quick Ship Window
User
Role 1
Role 2
Role 3
Organization 1
Organization 2
Organization 3
Full Access
View Only
Full Access
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Regions and Zones
San Francisco Bay U.S.A Region
San Francisco
Oakland
Berkeley
New York
Washington D.C.
Maryland
New York U.S.A Region
Transit Time
U.S.A Zone
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Calendars
Shipper
Receiver
Carrier
Calendars
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Profile Options
Shipping Execution
Access and Process Data
User Profile Options
Assigned
Controls
Value
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Lookups
List Of Values (LOVs)
Lookups
Update
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Shipping Execution Reports
Shipping Execution
Shipping Reports
Productivity
Control of Operations
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Departure Ship Notice Outbound(DSNO)
DSNO
Oracle EDI Gateway
Shipping Execution
Trading Partner
EDI Translation Software
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Oracle Transportation Execution
Transportation Shipping Execution
Streamline Logistics Execution Process
Picking ShippingPacking Delivery To Customer
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Summary
In this module, you learnt the following:
• Complete shipping cycle from Pick Release through Ship Confirm
• Release sales orders for picking
• Ship Confirm picked orders
• Perform the necessary shipping setups