2012 0418 opm_webex_advisorwebcast

1 © 2009 Oracle Corporation – Proprietary and Confidential

2

Day, Date, 2004 time p.m. ET

Teleconference Access: North America: xxxx International: xxxx Password: Advisor

Wed., April 18, 2012 11:00 AM ET / 09:00 MT VOICESTREAMING ENABLED Teleconference Access: Conference ID: 38860493 or Oracle OPM North America: (866) 627-3315 International: +1-706-758-7972 Other Global Toll Free: Doc ID: 1148600.1

Upcoming OPM Community Webcasts: May 16, 2012: On-hand Material Status: Changing Status For One Lot (Doc ID 1064676.1)

June 20, 2012: To Be Announced (Doc ID 1064676.1)

July 18, 2012: To Be Announced (Doc ID 1064676.1)

For complete details OPM Webcast Events, please see Note 1064676.1.ok

For complete details on All Other upcoming Oracle Advisor Webcast Events, please Note 398884.1.

Do you have any requests for future Advisor Webcast Events? Please email your suggestions to bonnie.barstad@oracle.com, subject: Topics of Interest.

Oracle Process Manufacturing (OPM)

© 2012 Oracle Corporation – Proprietary and Confidential

<Insert Picture Here>

Picking and Using Picking Rules with OPM Batches Glenn Ruhl Oracle Principal Technical Support Engineer

4

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement

© 2012 Oracle Corporation – Proprietary and Confidential

<Insert Picture Here>

Picking and Using Picking Rules with OPM Batches Glenn Ruhl Oracle Principal Technical Support Engineer

6

Agenda

• OPM Picking Rules Overview • Auto Detail • Select Available Inventory • Picking – High Level Description • Picking Rule Setup • Rule Defaulting Hierarchy • Picking and Move Orders – Detailed Description • Troubleshooting • Gotchas and Known Issues • References & Training

7

Batch Picking Overview

• Picking Rules in R12 replace the 11i AutoAllocation rules.

• They are a way to select inventory based on rules such as First In First Out (FIFO) or First Expired First Out (FEFO), and other considerations

• Used for three different purposes in batches: – Auto Detail – Select Available Inventory – Picking per se

8

Auto Detail

• Automatic creation of detailed reservations for ingredients based on Picking Rules

• Analogous to AutoAllocation for batches in 11i OPM • From Batch Details screen, go to Inventory > Auto

Detail Batch or Auto Detail Line • Must be initiated as above, no “fully automatic

autoallocation” when a batch is created as there was in 11i, although you can automatically create high level reservations upon batch creation

9

Auto Detail

© 2009 Oracle Corporation – Proprietary and Confidential

10

Select Available Inventory

• Presents list showing the available inventory for an ingredient line

• Analogous to 11i Pick Lots • Uses Picking Rules as part of filtering criteria and in

sorting the inventory • Can be accessed from Tools menu on Item

Reservation Window in batches, to select lots to reserve to the batch

• Can also be accessed from the Material Transactions screen in batches to select lots to consume and transact

11

Select Available Inventory

© 2009 Oracle Corporation – Proprietary and Confidential

12

Select Available Inventory

© 2009 Oracle Corporation – Proprietary and Confidential

13

Picking

• Creates move order to move material from storage location to shop floor for consumption in batch

• For example, you store ingredients in a raw material warehouse

• You need to transfer this inventory to the shop floor before consuming it in a batch

• Picking creates a move order to do this transfer, and uses the Picking Rules to allocate specific lots to the move order

14

Picking Button

© 2009 Oracle Corporation – Proprietary and Confidential

15

Picking Rule Setup

• You define picking rules for batches on the Inventory Picking Rules screen (or in WMS for a WMS-enabled org)

• Define the rules by with material will be selected – For example, First In First Out or First Expired First Out – Is partial allocation allowed? – Must only a single lot be selected? – Shelf Days – lot must not expire within this number of days

16

Inventory Picking Rules Inventory -> Setup -> Rules -> Picking

17

Rules Workbench

• Rules must be assigned on the Rules Workbench • Specifies the selection criteria for the rules, which rule

will be used when • Can specify by:

– Organization – Item – Transaction source and/or transaction type (very important) – Date range, etc.

18

Rules Workbench screenshot Inventory -> Setup -> Rules -> Picking -> Assignment

19

Rules Workbench screenshot 2 Inventory -> Setup -> Rules -> Picking -> Assignment

20

WMS Rule

© 2009 Oracle Corporation – Proprietary and Confidential

Whse Mgmt -> Setup -> Warehouse Configuration -> Rules -> Warehouse Execution -> Rules

21

Rules Hierarchy

• First looks at Rules Workbench to find the picking rule to use

• If the situation does not fit the criteria for any of the rules as specified on Rules Workbench, then uses default set up on Organization Parameters, ATP, Pick, Item-Sourcing tab.

• If no Org level default, then uses the system default – rule_id 2, Absolute LIFO (Last In First Out)

22

Picking Process and Move Order • Must have a supply subinventory/locator on the

ingredient line, so picking knows the destination subinventory/locator of the move order, i.e., where to move the material to

• Defaulting hierarchy for supply subinventory/locator – Org level default specified on Process Execution Parameters

screen – Item default specified on Organization Items screen – Can be entered or edited directly on Batch Details

• Note that this field is not used to direct Auto Detail to look first in this subinventory

• If the ingredient already has a detailed reservation, the move order will use that instead of applying picking rules

© 2009 Oracle Corporation – Proprietary and Confidential

23

Supply Subinventory

© 2009 Oracle Corporation – Proprietary and Confidential

24

Click the Picking Button

© 2009 Oracle Corporation – Proprietary and Confidential

25

Picking “Find Batches” Screen

© 2009 Oracle Corporation – Proprietary and Confidential

26

Batches Meeting Criteria are Displayed

© 2009 Oracle Corporation – Proprietary and Confidential

27

Batch List

© 2009 Oracle Corporation – Proprietary and Confidential

28

Move Order and Pick Slip Created

© 2009 Oracle Corporation – Proprietary and Confidential

29

Pick Slip

© 2009 Oracle Corporation – Proprietary and Confidential

30

Move Order Allocation Inventory-> Move Orders -> Move Orders

© 2009 Oracle Corporation – Proprietary and Confidential

31

Move Order

• Transacting the move order moves the material to the supply subinventory and locator

• The system also automatically creates a reservation of the inventory in the new location to the batch so it cannot be taken for something else

© 2009 Oracle Corporation – Proprietary and Confidential

32

Transact Move Order Inventory-> Move Orders -> Move Orders

© 2009 Oracle Corporation – Proprietary and Confidential

33

Troubleshooting

• Things to check if you have onhand inventory but nothing is reserved or allocated by Auto Detail or Picking or shown on Select Available Inventory – Picking Rule setup and rules assignment – Available to Reserve and Available to Transact on Material

Workbench (Inventory -> Onhand, Availability -> – the onhand inventory may already be reserved

– Material Status on Material Workbench – does it allow reservations, does it allow WIP Issue or Backflush Transfer transaction types

– Expiration date on Lots form – are the lots expired, or will they expire within the number of days specified on the Shelf Life Days field on the Picking Rule

© 2009 Oracle Corporation – Proprietary and Confidential

34

Gotchas and Known Issues

• On Rules Workbench, make sure you specify Job or Schedule in the Transaction Source field, otherwise sales order and batch picking rules can interfere with each other and stop working.

• For Picking itself, you must have supply subinventory/locator on ingredient line, otherwise Picking will fail because it will not know the destination subinventory

• If autoallocation for the move order line fails because of a problem with picking rule setup, the move order line will be canceled immediately – you do not have the option of allocating it manually

35

Gotchas and Known Issues

• Bug 12884372 – If the Shelf Life Days field has an entry, the picking rule will not work with non-expiration controlled items - all lots will be excluded

• Bug 13966853 – Select Available Inventory is not sorting based on FIFO or FEFO as specified on Picking Rule – seems to be sorting alphanumerically based on lot number – This does work correctly with Auto Detail and Picking, just not

the sorting of the display on Select Available. Note that creation date and expiration date are shown on the form, however, so you can select the correct lot.

© 2009 Oracle Corporation – Proprietary and Confidential

36

• To ask a question on the phone line, select *1 on your phone.

• To ask a question online, use the Q&A area at the top.

• Your question will be read aloud in the order received.

• Question can also be asked on the Process Manufacturing Community

© 2012 Oracle Corporation – Proprietary and Confidential

37

Collaborate with a large network of your industry peers, support professionals, and Oracle experts to exchange information, ask questions & get answers. Find out how your peers are using Oracle technologies and services to better meet their support and business needs.

• Exchange Knowledge

• Resolve Issues

• Gain Expertise

Visit My Oracle Communities

Visit the My Oracle Support Community now!! 1. Log into My Oracle Support.

2. Select the Community tab.

3. Select the Enter Here button.

4. Select the Community Name link under the E-Business Suite section of the My Communities Menu on the left side of the window.

© 2012 Oracle Corporation – Proprietary and Confidential

38

OPM Advisor Webcast Calendar and Archive (Doc Id 1064676.1)

© 2012 Oracle Corporation – Proprietary and Confidential

39

• Your feedback is a valuable part of ensuring the Advisor Webcast program continues to meet your needs.

• Assist Oracle with the consistent delivery of quality webcasts, and to help identify opportunities for improvement.

• Please take a moment to complete the Advisor Webcast Assessment , which will be emailed to you in the next week.

• Your feedback is greatly appreciated.

• You may also contact me directly at bonnie.barstad@oracle.com.

Advisor Webcast Assessment

© 2012 Oracle Corporation – Proprietary and Confidential

40

THANK YOU

© 2012 Oracle Corporation – Proprietary and Confidential

41 41