wmspick release overview

8/3/2019 WMSPICK Release Overview

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Create Move

Order Lines

Select

Delivery Lines

to Release

Allocate

Move Order

Lines

Assign Pick

Slip Number

Cartonize the

Allocations

Assign

Task Type

Merge

Tasks

Split Tasks

User Accepts

Tasks

There is no required

setup for this step after

the organization and

shipping parameters

are set. There is

required run time data

entry

No required setup or

run time data entry

required

This is a required step

with required setup


with required setup

Ths is an optional step.

There is required setup

if you wish to use it.


with required setup








with required setup

This document is intended to describe all

processes that happen between Pick

Release and the user siging on to accept

picking tasks in WMS. This document is

only intended to provide an overview of

the steps required. For a more detailed

discussion of implementing and trouble

shooting each step, please refer to the

WMS User's Guide and the WMS

implementation Guide.

Click each node on the process flow to

the right to be taken to a list of setup

steps required for that step to execute

correctly

Oracle Warehouse Management Pick Release Overview

Click Here for the WMS

Pick Release Trouble

Shooting Guide


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Go to Shipping

Transactions form

and get Delivery

Line Status

What is the

delivery line

status?

Allocation Failed. Double Click

Here to go to Allocation SetupBackordered

Pick Selection Failed. Double

Click Here to go to Release

Rule Setup

Ready for Release

Is the item

reservable?

Items must be reservable to be picked inWMS. Change the organization item

attribute and start overNo

Yes

You selected auto pick

confirm when pick releasing.

Double click here to go to

Release Rule setup

Staged

Go to the

Warehouse

Control Board &

query the task

Released to Warehouse

Is ther a User

Task Type

assigned?

Task Type assignment failed.

Double Click Here to go to Task

Type Assignment Setup

No

Yes

What is the

status of the

task?

You aren't qualified to perform

the task. Double Click here togo to Task Dispatch Setup

Pending

Somone else has been assigned the

task. Either they have accepted it or

they are workin on another task in the

same pick grouping. Double Click

here to go to Pick Methodology setup.

Dispatched

Someone manuallyassigned the task to

another user in the

control board

Queued

I pick released but I got no

tasks available

Return to PickRelease Setup


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What this Does

How to Tell if this failed

How to Set this Up

Pick Release Selection

Select Delivery Lines (Delivery Details) to be released for

picking to the warehouse

The delivery line status will be "Ready for Release"

when queried in the Shipping Transactions form. If theline is "Staged", release worked but you either set auto

pick confirm to yes or the item was non reservable (see

setup)Create a Release Rule with the Selection Criteria that would select

the appropriate delivery line(s). (optional).

Navigate

(Desktop Warehouse Manager Responsibility)

Setup->Warehouse Configuration->Rules->Pick Wave->Release

Rules

1. Give the rule a name

2. Enter the selection criteria required to select the delivery line3. If you are using WMS to pick with tasks, set auto allocate to

yes and auto pick confirm to No

4. Save

5. In Organization items form, make sure the item is transactab

and reservable

Run-time Steps

Bare Minimum setup

bypass Setup steps)

Release Pick Waves (aka Pick release)

Navigate

(Desktop Warehouse Manager Responsibility)

Outbound->Release Pick Waves

1. If you set up a Release rule, enter the rule name in the releaserule field

else

1. Enter selection criteria that will select the delivery lines

Proceed with Run time steps and enter selection criteria in the Pick

release form. Release rules do not have to be set up.

If the Release Process was successful in selecting lines to be released, after the pick release request

ends, the delivery lines will be in status "Released to Warehouse", or Backordered"

Back to

Process

Flow

View the Setup

User Interfaces

View the

Runtime UserInterfaces


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What this Does


How to Set this Up

Allocation

Determines where material comes from (subinventory, locator,

lot (optionally serial and LPN), selects staging subinventory

locator. The output of this is a transaction suggestion which

will become a task.

The delivery line status will be "Backordered" when

queried in the Shipping Transactions form

1. Set up the strategy search order for the organization for picking.

Make sure source organization is on the search order.

2. Create a picking rule that will select material for allocation. Mak

sure it is not so restrictive that it will never find acceptable material.

3. Assign the rule to a strategy.

4. Assign the strategy to a business object on the delivery line. if t

is the first picking strategy being created, assign it to the Source

Organization on the delivery line.4. Set up the strategy search order for the organization for put awa

Make sure source organization is on the search order.

5. Create a put away rule that will select material for allocation.

Make sure it is not so restrictive that it will never find acceptable

material.

6. Assign the rule to a strategy.

7. Assign the strategy to a business object on the delivery line. If

there is already a put away strategy assigned to the organization,

make sure that the last rule in that strategy has minimal restrictions

that they system will let you "put away" an item to a staging lane.

Run-time Steps

Bare Minimum setup

(bypass Setup steps)

None. This process happens automatically at allocation.

Navigate (Desktop Warehouse Manager responsibility)

Setup->Warehouse Configuration->Warehouse Parameters

Go to Warehouse tab

In the field called picking enter "Default Picking Rule"

In the field called put away enter "Default Put Away Rule"

These are unrestrictive rules that will be used if no valid strategy

assignment exists. This will make pick release allocate successfull

even if no other rule setup is done.After patchset H this will be done automatically

If the Allocation Process was successful, after the pick release request ends, the delivery lines will be

in status "Released to Warehouse"

Back to

Process

Page

View the Create

Pick Rule Page

View the Bare

Minimum

Setup Page


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What this Does


How to Set this Up

Pick Methodology Grouping (aka Pick Slip Grouping)

Groups allocations (now tasks) according to pick methodology

so that users are dispatched tasks in groups (by sales order,

subinventory etc.). This grouping will override task/resource

setups. So once someone is given a task in a given group,

they will get all tasks in that group regardless of qualifications.

Lines are always grouped, but they may not be grouped

in the way you would expect or want.

Create a Grouping Rule.

Navigage in the Warehouse Manager desktop responsibility

Setup->Warehouse configuration->Rules->Pick Wave->Pick Slip

Grouping

1. Create a new rule. If you want to use a seeded pick methodolog

enter the methodology and save. If you want to create your own, g

it a name and select the criteria for grouping tasks.

2. You must have at least one grouping rule to setup shippingparameters and to pick release.

Note: when you apply this rule at pick release, every allocated line

that shares the selected criteria will be given to a single user for

picking .

(Optional) if you have created release rules, you can save the pick

slip grouping rule on the release rule or you can save it on the

Shipping parameters form as the default for the organization.

Run-time Steps

Bare Minimum setup


If you have saved the pick slip grouping rule on the release rule or

shipping parameters, you will not have to enter it at pick release.Otherwise, you will have to enter the value when you Pick release

There is no getting around this setup step. You must have at least

one pick slip grouping rule and it is a required field on the Shipping

Parameters form.

If the Pick Slip Grouping was successful, each line in mtl_material_transactions_temp will have a

pick_slip_number and each task that will be grouped together will have the same pick_slip_number

value

Back to

Process

Flow

View the Pick

Methodology

Setup Page


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What this Does


How to Set this Up

Cartonization

Suggests packed configurations for material to be picked. If it

is used, the user will see not only the task to pick material but

the LPN and container item into which they need to pick. Is

used in consolidation while picking for a "pick and pass" flow.

When the user accepts a task, there will be no To LPNand Container item field at the bottom of the page.

1. Create cartonization categories for the items and the containers

These are categories in the seeded Container Items and Contained

Items category sets. You will need one category in each set. The

ordered items need to be assigned to the contained item category

and the container items need to be assigned to the category in the

Container Item set.

2. Assign dimensions and weights to the ordered item

3. Assign volume and weight capacity to the container items

4. In the organization parameters form, set the cartonization enablparameter to enabled or at subinventory level

5. If cartonization is enabled at subinventory level, enable it in the

subinventories from which picked material must be cartonized.

6. For best results, you should set up LPN labels to print at pick

release so that users can scan the lpn in the pick by label page to b

automatically given the tasks that need to be picked into the LPN.

Run-time Steps

Bare Minimum setup


None. this will happen automatically if you set up cartonization

correctly.

This is an optional feature. If you don't want cartonization, you don

need to use it. If you do want cartonization, you can also set up the

container-item relationships in the Shipping Container Load

relationships form. Cartonization would still have to be enabled at t

organization or subinventory level but the data in the Shipping form

would replace the category assignments step.

If the Cartonization was successful, the picker would see not only the task details but also the To LPN

defaulted and the container item field filled out when they go to Accept Next Task

Back to

Process

Flow

View

Cartonization

Setup Page


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What this Does


How to Set this Up

Task Type Assignment

Assigns task type to a task. This will determine who is

capable of completing the task.

Query the task in the control board. The user task type

field will be blank if no task type was assigned.

1. Create a task type (bom standard operations) for each type of

picking task that requires a different combination of people skills or

equipment.

Navigate in Warehouse Manager desktop responsibility

Setup->Warehouse Configuration->Tasks->Standard Task Types

Enter a code, enter a department. You must enter a task type (in th

case Pick)!

2. Set up task type assignment rules to identify when each pick tas

is of that task type.Navigate

Setup->Warehouse Configuration->Rules->Warehouse execution-

>Rules

3. Assign a default task type to the organization so that even if all

rules fail to return a type some default task type is assigned to each

picking task so that someone can do the work

Navigate (from Warehouse manager desktop)

Setup->Warehouse Configuration->Warehouses->Warehouse

Parameters

in the warehouse tab, fill in a value for default picking task type.

Run-time Steps

Bare Minimum setup


None. this will happen automatically if you set up task type

assignment rules correctly.

If you only have one task type and all users in the warehouse are

capable of performing that task, you only need to create one task

type, assign it to a department and make that task the default picki

task type for the organization on the Warehouse Parameters form.

If the Task type assignment was successful, when you query the task in the control board, there will

be a value in the user task type field.

Return to

Process Flow

View Bare

Minimum

Setup Form

View Task

Type Setup


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What this Does


How to Set this Up

Task Split

Splits tasks that are too large to be completed by the smallest

equipment capable of performing the task. This is an optional

step. If equipment is not used, it does not have to be done.

Query the task in the control board. If you see one task

that is too large for the equipment, they did not split.

1. Create equipment items for the equipment you use. For each

item, specify the weight and volume capacity on the item.

2. Create equipment resources for each group of equipment items

that can fulfill a different task type (eg pallet jacks vs carts). In the

resources form click the equipment button and enter the items

created in step 1 that are of that equipment type.

navigate in warehouse manager desktop responsibility

setup->warehouse configuration->resources->resources2. Assign the resources to the department used for warehouse

picking.

Navigate (from Warehouse manager desktop)

Setup->Warehouse Configuration->Resources->Departments

3. Assign the resources to the task types that those resources can

fulfill

Navigate (from warehouse manager desktop)

Setup->Warehouse configuration->Tasks->Standard Task types

Query the task type, click the resources button and enter the

equipment resource that can perform that task.

Run-time Steps

Bare Minimum setup


None. Tasks will automatically be split if you have setup equipmen

with capacities to perform the tasks.

You must go through the setup in order to split tasks. Task Splitting

not required. You can pick without this feature.

If the Task Split was successful, when you accept tasks you will see tasks divided into workable

quantities.

Return to

Process

Flow

View Task

Splitting Setup

Pages


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What this Does


How to Set this Up

Task Dispatch

Matches tasks to the assigned user or to the next

appropriately trained user. Note that this is required even if

you use pick by label or manual pick to get to the tasks.

If in the Shipping Transactions form, the delivery line is

released to warehouse but you get no tasks available,

you were not dispatched the task.

1. Setup task types as described on the Task Type assignment pa

2. Setup employee skill sets. In general you will need one per task

type unless you have other equipment requirements. In the on this

page, click the employee button and enter the employees who have

this skill set.

Navigate in warehouse manager desktop

Setup->Warehouse Configuration->Resources->Resources

3. Assign the resources to the department to which the tasks areassigned.

navigate in warehouse manager desktop

setup->warehouse configuration->resources->departments

4. Query each picking task, click the resources button and indicate

the employee resource (human skill set) who can perform the task.

Navigate (in warehouse manager desktop)

setup-.warehouse configuration->tasks->standard task types

Run-time Steps

Bare Minimum setup


None. Tasks will automatically be split if you have setup equipmen

with capacities to perform the tasks.

You must have at least one task type and one resource defined for

picking to take place. You can go through the bare minimum setup

for task types, then create a single resource (type human), assign a

picker employees to that resource, assign the resource to the

department and then assign the resource to the task type.

If the Task Dispatch was successful, when you click accept next task, or enter the task id for manual

pick or the LPN for pick by label you will be taken to the task page.

Return to

Process

Flow

View the Task

Dispatch Setup

Forms


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Give your rule a name. This

will be the name that people

use every time they wish to

apply this rule in pick release

so make the rule name easy

for others to understand.

These are the dates

within which users will

be able to use this rule.

If you want to keep

using it. Don't fill in the

end date.

These fields will all be usedto query the delivery lines

that will be pick released.

The delivery lines that do not

meet these criteria will not be

released when you apply this

rule.

Special Note: If you

check this box, onlydelivery lines for sales

orders that already

have reservations will

be released.

Go to the

Shipping Tab

Pick Release Rule

Setup: Order Tab


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Ship Method, Priority,

Ship From are all

further query criteria

which will determine

which lines get

released.

If this box is checked,

only lines that have beenassigned to deliveries will

be released.

NOT QUERY

CRITERIA! This

determines which

document set will be

printed after the lines

are allocated.

NOT QUERY

CRITERIA! This will

determine if the system

automatically creates

deliveries for the lines

that are released.

NOT QUERY

CRITERIA! This

determines the r

used to sequence

lines for allocatio

the event of sho

supply.

Pick Release Rule

Setup: Shipping Tab

Go to

Inventory

Tab


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NOT QUERY CRITERIA! This

determines the staging subinvent

and locator that will be assigned

the lines that are released. Note

this criteria specification will be

validated using the put away rules

the put away rules will not allow y

to put material in this location, th

delivery lines will backorder.

More Query Criteria

NOT QUERY CRITERIA! Pick slip grouping rule is thepick methodology that will be applied to this batch. Auto

allocate will imediately create tasks upon pick release.

Set this to No if you want to simulate and test out rules.

Otherwise, set it to yes for easiest processing. Auto pick

confirm will automatically complete the tasks without any

user confirmation. This will bypass tasks, LPNs and other

WMS features. You can use this in a WMS organization

but ONLY if you are picking from non LPN controlled

subinventories or inventory inaccuracies will result

Pick Release Rule

Setup: Inventory Tab

Go back to

Pick Release

Setup Flow


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Run Time Pick Release

Note that this looks

exacly like the Setup

form. If you don't build

a rule at the outset, you

will essentially build a

new rule with every

pick release.

You don't have to fill in

any data in this form if

you have already

created a release rule

(see setup). Justindicate the rule you

want to use and click

concurrent or online.

Pick Release is a

concurrent request.

You can set up the

request to run at

regular intervals based

on the release rule you

created in the setup

steps.

Return to Pick

Release

Selection

Page


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Create Pick Rule

There are no restrictions in this

tab, the system will allocate any

available material for the sales

order. It is best to start with this

kind of rule and build restrictions

over time.

Go to StrategyCreation Page


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Create Pick Strategy

Now that a rule is created, we need to add these rules to a

strategy in order that they will be called to create allocations for

the orders. If customers have specific restrictions for which

you are building a strategy, start with the more restrictive rules

and finally, end with the least restrictive rule (like the one

above).

Continue to

Create a Strategy

Search Order


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Create Strategy Search

Order for Picking

We now indicate the order in which the system should search

for strategies when pick releasing. Start with the most

specific cases (the entities that have the most stringent

requirements like customers) and end with the most general

(such as the organization). You will not be able to assign a

strategy to an entity no tlisted here.

Go to Strategy

Assignments

Note: If your put away strategies are all very specific (eg put the item in the itemlocation in the Forward Pick area), they will cause pick release to backorder. Make

sure you have an unrestricted rule at the end of your put away strategies or create a

new put away strategy with an empty rule and assign it to the transaction types Sales

Order Pick and Internal Order Pick so that pick release will run uninterrupted.


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Create Strategy

Assignment for Picking

Here, you must assign the strategy to the business object that has

those requirements. For the most generic assignment that can be

used in all pick release runs, assign the strategy to your

organization as shown here.

Return toAllocation Flow

Page


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Bare Minimum Setup

for Allocation

Fill in these default rules and pick release

will be able to allocate any available

material and drop it in whatever location

was specified at pick release (the staging

subinventory and locator)

Return to

Allocation

Page


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Bare Minimum Setup

for Allocation

Either enter a pick methodology in the top field to

use a system defined grouping rule or select your

own group by criteria in the section below.

Return to Pick

Methodology

Page


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Cartonization Setup

Create the Same

category in each of

these category sets.

The category sets

are pre-Seeded for

you.

Continue to

Cartonization

Category

Setup


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Cartonization Setup

Assign the items to the appropriate categories in the

contained item cateogry sets. Assign the

corresponding container items to the categories in

the container item category set.

Continue to

Cartonization

Item Setup


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All of these fields need

to be filled in for the

items to be cartonized

and the container to be

suggested.

These fields must also

be filled out for the

containers.

Cartonization Item

Setup

Return to

Cartonization

Page


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Department Setup

Create a Department and assign all resources you

have created for WMS purposes to this department

by clicking the resources button

Continue to

Create Task

Types


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Create Task Types

Create the pick task types here. Be sure to fill in theTask Type field with the value "Pick" for sales order/

internal order picking tasks. In the Department

Field, fill in the department you created in the last

step.

Continue to

Create Task Type

Assignment

Rules


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Create Task Type

Assignment Rules

Create the rule that would allow the system to identify

when a task is of each type. The system will go

through each rule in order of their weight from highest

to lowest until a rule is able to return a value

Return to

Task Type

Page


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Minimum Setup for Task Type

Assignment

Create one task type and put the task typein this fields. With no additional rules, all

tasks will be stamped with this task type.

Return To

Task Type

Setup Page


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Bulk Picking Setup

In order to bulk pick, set the bulk picked attribute on the item or

create a pick slip grouping rule using the "Bulk Pick" Pick

methodology

Return to

Task Merging

Page


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Task Splitting Setup: Creating

Equipment Item

Create an item to model your

equipment. Give the equipment item

a maximum load weight, volume,

dimensions and weight. Be sure to

check the equipment box. You may

need to check the container item box

as well in order to add the rest of the

physical attributes.

You will also need to make sure that the

items to be picked have weights, volumesand dimensions

Continue to

Associate this

Item to an

Equipment

Resource


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Equipment Resource Setup

Create an equipment resource for the item created in the previous step. Then click the

Equipment button and enter your item created in the last step to tie the item to the resource.

Continue to the

EquipmentTask Setup

Page


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Equipment Task Association

Query the Task Type you've created where the tasks need

to be split to fit the equipment. Click the Operation

Resources button and enter the equipment resource you

created in the last step. None of the other fields on this

page matter to WMS execution

Return to

Task Splitting

Page


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Employee Setup

In Order to pick, all users must be set up as employees in Oracle HR. Create an employee for each o

your users. Users cannot share the same employee.

Continue toAssociate the

Employee to a

skill Set


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Employee Resource Setup

Create a resource to model a particular skill set that

your employees have. Click the employees button and

list the employees who have this skill set. In upcomingsteps, this skill set will be linked to the task type these

people can perform.

Continue to

Associate this

Resource to a

Department


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Department Resource Setup

Associate your employee resource to the Department

you set up for picking when you set up Task Types

Continue to

Resource Task

Type

Association


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Resource - Task Type

Association

Link the Task Type created previously to the employee

resource you just created. Now any employee

associated to that resource can perform this tasks of

this task type

Return to

Task Dispatch

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