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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
This is a required step
with required setup
Ths is an optional step.
There is required setup
if you wish to use it.
This is a required step
with required setup
Ths is an optional step.
There is required setup
if you wish to use it.
Ths is an optional step.
There is required setup
if you wish to use it.
This is a required step
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 Tell if this failed
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 Tell if this failed
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
(bypass Setup steps)
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 Tell if this failed
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
(bypass Setup steps)
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 Tell if this failed
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
(bypass Setup steps)
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 Tell if this failed
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
(bypass Setup steps)
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 Tell if this failed
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
(bypass Setup steps)
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
Recommended