Oracle WMS Setup

Oracle Apps Purchasing

Oracle Apps Manufacturing & DistributionAuthorJagan Vidyala

Freelance Consultant and Corporate TrainerORACLE SCM / MFG / ASCP / EAM Suites

10 Yrs of experience in IT consulting in addition to 18 Yrs of domain experience in Manufacturing, Inventory, Global Procurement, Sales & Marketing and Turnkey Project execution.

[email protected] +91-91774-77013

Overview Warehouse Management

Processes of a Warehouse

Processes of Warehouse Receiving: Receiving material and finished goods. Put away: Put away materials and finished goods you receive. Storage: Storage items within the Warehouse. Picking: Pick orders for manufacturing and shipping. Packing: Pack orders for shipping. Shipping: Ship orders to customers. Value added services: Manufacturing, assembly, knitting, and labeling.Warehouse ManagementSupply Chain Inventory Management

Inbound LogisticsStorage and Facility Mgt.Mfg and Value added ServicesOutboundLogisticsReverse LogisticsSupply Chain Inventory MgmtComponents Inbound Logistics: Includes receiving directly into inventory, receipt inspections, label printing, and rules-based directed put away to storage or opportunistic cross docking Value Added Services: Includes labeling, packing, and kitting Outbound Logistics: Includes picking, staging, packing, product consolidation, loading, and shipping Reverse Logistics: Includes product returns, refurbishment, and recyclingSupply Chain Inventory MgmtComponents Storage and Facility Mgmt: In addition to Oracle's suite of Mixed Mode Manufacturing storage and facility mgmt module, Warehouse Mgmt extends intra-organization replenishments, container mgmt, storage space optimization, cycle counting and physical inventory, and physical warehouse mapping.

Additional Product Requirement

To use Warehouse Management, you must implement INV, PO, BOM, and OM.

Inventory to setup items, Orgs, SI and Locators. BOM to define resources people, and calendars. OM and PO provide the basic shipping and receiving capability on which Warehouse Management builds.Warehouse Management Application HierarchyWarehouse Management

LPNsTaskMgt.Material Mgt.Lot, SplitMergeRules EngineMobile Supply Chain Applications

Oracle Mobile (RF) TechnologyExisting: Oracle Manufacturing & Distribution Applications

BOMWIPQualityProject Mfg.InventoryOrder Mgt.ShippingPurchasingReceivingMobile Supply Chain Application MSCA provides a mobile user interface for existing inventory, receiving, manufacturing, quality, and shipping transactions. The mobile environment provides operators with an alternate set of pages to perform the transactions supported in these environments. Operators can use hand-held frequency devices to perform transactions in both WHM and MSCA. WHM extends the capability available in MSCA to encompass the demand placed on a dynamic high-volume warehouse.WHM - FeaturesWHM provides the following features in addition to features provided in MSCA Task management Material tracking with LPNs A configurable rules engine that enables to create custom picking rules, put away rules, and compliance labeling rules. Advance inventory and material mgmt including material status, lot, and serial support. WHM also is heavily integrated with, and extends some of the current functionality in manufacturing applications.Inbound Logistics - Tasks Receiving with or without ASNs

Receipt check-in

Quality control inspection

Bar code printing

Directed put-away and storage optimization

Opportunistic cross dockingInventory, Storage, and Facility Mgmt - Tasks Container and license plate management Subinventory configuration Advanced locator definition Kanban replenishment management Move orders (intra-org transfers and issues) LPN based WIP completions Task dispatching Material status control Lot and serial genealogy and tracking Visibility of inventory ownership Cycle counting and physical inventory Date coding and shelf life monitoring ABC classification and analysisValue Added Services - Tasks Kitting and dekitting

Customer compliance labeling

Mixed-mode manufacturingOutbound Logistics - Tasks Wave picking Pick methodologies Dock assignments Directed picking rules Task dispatching and interleaving Task monitoring through the Oracle Warehouse Management Control Board Cartonization and packing Interface with compliance labeling system Shipment stage, consolidation, and loading Shipment verification and closeReverse Logistics - Tasks Return Material Authorization (RMA) receiving

Return To Vendor (RTV)

Refurbishment and Recycling

Optionally, if Oracle Service and Oracle Depot Repair, then use Warehouse Mgmt as part of the refurbishment or recycling process.Inventory, WHM and MSCACapabilityInventoryWarehouse ManagementMSCALPN ManagementNoYesNoTask ManagementNo YesNoCountingYesYesYesRules No YesNoRFIDNoYesYesLabel PrintingNoYesYesMSCA provides a streamlined radio frequency based interface for core inventory, shipping, quality, WIP, and receiving capabilities.

Warehouse Mgmt extends these capabilities beyond the base functionality Inventory and MSCA provide.Inbound Logistics

Outbound Logistics

Outbound LogisticsWMS Control Board: Provides warehouse managers with a real time snap shot of the warehouse, and enables them to redistribute operators as needed. They can monitor the progress of tasks as well as manually dispatch tasks to operators.Consolidation: WM enables operators to consolidate partially filled containers into fewer and better-optimized containers.Dock Appointment for Trips: Managers can use Warehouse Mgmt to schedule outbound carrier appointments, dock door availability, and staging lane usage within the warehouse.Shipment Verification and close: Once operators pick and load an order, the system automatically determines the items and qualities to deduct from Inventory.Value Added Services

Value Added ServicesKitting and De-kitting: Supports kit to stock(work order-less completion)and kit to order Pick to order).Mixed-Mode Manufacturing: Supports ATO, project-based or ETO, discrete and repetitive or flow manufacturing concurrently.Manufacturing Component Picking: Supports picking for WIP through the mobile user interface.Manufacturing Assembly Completion and Put Away: Supports WIP completion and put away through the mobile user interface.Manufacturing Quality Inspection: The statem automatically generates material movement transactions to move an item into the quality control inspection area from manufacturing , based on options defined during implementation.Value Added ServicesProduct Compliance Labeling: Supports product specific labels, based on rules defined.Manufacturing Quality Inspection: The statement automatically generates material movement transactions to move an item into the quality control inspection area from manufacturing , based on options defined during implementation.Integration with Project Manufacturing, Flow Mfg,and Shop Floor Manufacturing: WM integrates with Project Mgmt, Flow Mfg, and Floor Mgmt. Integration with Project Manufacturing, Flow Mfg,and Shop Floor Manufacturing: WM integrates with Project Mgmt, Flow Mfg, and Floor Mgmt.

Storage and Facility Management

Mobile Application Architecture

License Plate Numbers (LPNs)

Nesting LPNs

LPN Context Resides In Inventory Resides in WIP Resides in Receiving Resides in In-transit Issued out of Stores Pre-generated Packing Picked Defined but not Used Resides at Vendor Site Pre-pack for WIP Loaded for ShipmentLPN Context

LPN Context

LPN Context

Material status

SI and Locator - Material status

Lot and Serial Attributes

Material Allocation

Allocation Decision Tree

Rules Setup Define Rules

Define Strategies

Assign Strategies in Rules WorkbenchDefine Rules: Restriction

Define Rules: Sort Criteria

Define Rules: Default

Strategies List of Rules

Different levels

Assign StrategiesTask Type, Label Format, and Operation Plan Selection Rules Are not assigned to strategies

Linked directly to an organization

Rule weight determines search orderConsistency Requirement

Rules Simulation The rules Engine Simulator enables to create and debug the picking and put away processes.

Use the rules simulator for thefollowing:

Test individual rules Test strategies Test the rules processRFID Technology Unique identifiers

Associate identifiers with system records

Export events to Warehouse Management

Report Exceptions

Radio Frequency Devices WHM Supports, two types of UIs

1. Telnet - telnet over TCP/IP

2. GUI - J2ME compatible Java virtual machines

Labeling

Label Types

Label Types

Label Formats

Assigning Label Types to Business Flows Print labels automatically as part of the business flow

Associate a label type to more than one flow

Receiving Flows or Routings

Subinventory Types

Locator - Types

Document based Receiving

Item based Receiving

Receiving Methods

Standard Routing Flow

Inspection Routing Receipt

Direct Receipt Flow

Express Receipt Routing

Express Receipts

Mixed Receipt Routing

Desktop vs. Mobile ReceivingReceiveInspectionPut away

Desktop

DesktopDesktopDesktop

MobileMobileMobile

DesktopMobileMobile

MobileMobileMaterial is loose

Material Resides in LPN*

Material Resides in LPN

Material Resides in LPNMobile Receiving Option

Unavailable Mobile Receiving Option

LPN Receipts

Lot and Serial Receiving

Automated Matching of Received Material

Automated Matching of Received Material

Receiving - GTINs

GTIN - Setup

Quality vs. Purchasing Inspection

Standard Inspection

accepted materialQuality Inspection

accepted materialInspection Storage Requirement

Returns

ResponsibilitiesWhse Mgmt Super User Vision Operations (USA)

Warehouse Manager

Whse Mgmt Mobile User Vision Operations (USA)

Whse Mgmt

Cost Groups

Cost Groups

System Assigned Cost Groups

System Assigned Cost Groups Warehouse Mgmt assigns a cost group to inbound material at receipt. Set up rules to determine the appropriate cost group based on item, item category, and supplier. If the system does not find a appropriate cost group it will assign default cost group of the SI where the material is put away.

Cost groups are assigned by system when the following transactions are performed Material is put away in a storage locator Material is cross docked Any material movement in an operation plan which is in inventory. Cost Groups Setup1.Define cost group for org 2.Define subinventory and assign default cost group3.Define cost group rules4.Define cost group strategies5.Assign strategies in rules workbenchComminglingThe system prevents commingling of items when cost group is the only distinguishing characteristic between two quantities of loose inventory within a single locator or LPNMultiple cost groups of a single item may reside within a single Locator or LPN as long as each cost group is uniquely identifiable.

System Assigned Cost Groups Warehouse Mgmt assigns a cost group to inbound material at receipt. Set up rules to determine the appropriate cost group based on item, item category, and supplier. If the system does not find a appropriate cost group it will assign default cost group of the SI where the material is put away.

Cost groups are assigned by system when the following transactions are performed Material is put away in a storage locator Material is cross docked Any material movement in an operation plan which is in inventory. Put Away Rules

Put Away RulesPossible uses of Put away rules

Direct an operator to put away an item in the same locator where other quantity of the item already resides. This minimizes item fragmentation. Prohibit commingling of different items or different lots of the same item in a single locator Avoid lot commingling in a locator Base the put away location on inspection results, the type of purchase order, or item category Direct operator to put away items based on refrigeration restrictions An operator can override suggestions of put away rule, must provide reason code for override. Restrictions and sort criteria for Put Away Rules

Setting Up Put Away RulesDefine RulesDefine StrategiesAssign Strategies1.3.2.Setting up Put Away Rules: Define Rules

Setting up Put Away Rules: Define Strategy

Setting up Put Away Rules: Assign Strategies to Business Objects

Put Away

Put Away Load

Put Away Drop

Put Away Drop

Put Away Drop Nested LPN

Item Based Put Away

Item Based Put Away

Cross Docking Put Away

Cross Docking to Outbound staging Flow

Advance Task Framework (ATF)Advanced Task Framework

Model and Manage Complex Inbound Business Processes

The Advanced Task Framework is:

Tailorable User-definable Balances Work load

Advance Task FrameworkAdvanced Framework enables to configure and execute complex material flows for inbound items. Plan and configure material flows to address specific business objectives. It also simplifies the inbound material movement execution process.

ATF enables to Perform multi-step material movement Define sequence of operations to be performed during material flow Define predictable material movement paths Perform advanced operations such as incremental consolidation, sorting, and packing Use zones to balance workloads Monitor progressATF Capabilities

ATF Capabilities

Use ATF to perform following functions:

Consolidation of similar items for palletization Consolidation of items going to the same location Deconsolidation of LPNs with mixed items Movement of material requiring inspection to inspection location Movement of loose material to packing station Use of Pick and Drop Locator to Perform an "n" step put awayATF Concepts Activity: An activity can be defined as one or more consecutive operations performed on material in a warehouse in order to accomplish a specific warehousing function. Example-Put away Operation Plan: Planned sequence of operations. Three types of operations are Standard, Inspection, Cross dock Load: Load is the act of picking material from a locator and transferring it into the hands of an operator, onto equipment, into a tote, or onto a conveyor. An operator performs loads when material needs to be moved. Loading is the first step performed for material movement. Drop: Drop is the act of dropping loaded material into a locator. A load operation should always precede a drop operation.ATF ConceptsTask: A task is the unit of work a warehouse performed by a warehouse worker, automated equipment, or a work-equipment combination.A task and a operation are two different things. A task is the work performed on the warehouse floor, where as operation is what defines the task to perform. A task is an instance of an operation. Material Grouping: use operation plans to control material grouping in locators and LPNs during intermediate moves. Consolidate material in a locator/ LPN based on Destination / Operation / Subinventory /Similar item.ATF Concepts

ATF Example

ATF ExampleATF applies to standard and inspection receipts. ATF cannot be used for Direct routed receipts. Above example is complex receiving process use ATF to map.

Material received into the R1.1.1 receiving SI is routed to either to the inspection area, to inventory, or to an outbound staging area. Each operation shows how material moves through the warehouse. The rules engine selects the operation plan, the material is moved from operation to operation until it is finally inspected, put away in inventory, or cross-dockedATF Setup1.Zones (Optional)2.Put away rules (Optional)3.Put away strategies (Optional)4.Strategies Assignment (Optional)5.Defien operation plans6.Define operational plan rulesATF-Zones: Setup

ATF Operation Plan Setup

Warehousing Features Describe Warehouse Mgmt vs. partner label printing responsibility

Define printers

Know what to print

Describe task types

Describe resources

Explain the Warehouse Control BoardCompliance Labeling

Warehouse Mgmt vs. partner label printing responsibilities

Label Printing Components

Setup Register label formats - Associate label formats to label types - Specify list of used fields

Assign label types to business flows

Build labeling rules

Define printers

Assign printers to label types

Registering label Formats

Assigning label types to business flows

Label format Assignment Rules

Defining and Assigning Printers

Printing Mode

Profile Options:WMS: Print Mode determines print mode Asynchronous Mode

Synchronous Mode

Synchronous Mode TCP/IP

Viewing Label Requests