Rules Engine Presentation

8/13/2019 Rules Engine Presentation

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Agenda

Rules Engine review

Rules Engine setup and simple picking example

LPN Allocation Overview of four allocation modes and examples

Example

Complex example and how Rules Engine behaves

Trouble shooting

Debugging setup using desktop forms


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Agenda

Rules Engine review

Allocation Mode

Example Trouble shooting


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Rules Engine Advantages

Repository of business restrictions & requirements

Easier to setup and maintain

No code change to modify rules

Helps reduce need for customization

Complexity of rules hidden from view

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Rules Engine Functions

Based on user defined rules, the rules engine intelligently

suggests material allocations for picking

suggests putaway locations for LPNs

assigns task types to tasks assigns cost groups to transactions

formats labels for printing

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Setup for Picking Rules

Prioritize Strategy Search Order#1

Define Rules#2

Define Strategies#3

Assign Strategies#4

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Strategy Search Order

Conflicting demands placed on warehouse

Which take priority?

Customer Requi rementLot has at least 60 days of

life remaining

Organization PolicyLot has at least 30 days of

life remaining (but pick

lots closest to expiration)

Check for a strategy at the most restrictive level If there is no match, look at the next level

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2. Org

1. Customer

Levels are searched in user defined order

Search stops when first match is found

Search order should be hierarchy in which

exceptions to the rules occur

If all customers except a few follow a general rule...

then customer should be searched first

WH3

Business World Jam Mfg

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Defining Rule: Restrictions

Excellent

A rule is defined by restrictions and sort criteria

Restrictions: what items will be considered

Good Average

Restrictions: excellent strawberries

Available:

ExcellentFulfilled

Restrictions:

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Color Code: Lot expires next week Lot expires next month


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Defining Rule: Sort Criteria

Sort criteria impose an order on those that meet the

restrictions

Sort criteria: first-expired first-out (FEFO)

:

The three cases that expire next week are detailed

Only if the pick is for more than three will the other

five cases be used

ExcellentFulfilled

Restrictions:

ExcellentOrdered

Output:

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Color Code: Lot expires next week Lot expires next month


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Anatomy of a Strategy

A strategy is a list of rules to be applied in order

If an allocation cannot be filled in its entirety by a rule,

go to the next rule

Rules may be effective only during certain periods Seasonal rules

Shift dependent rules

End-of-quarter rules

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Picking Rule Differences

Picking rules have additional features

Allocation mode

Allocate full units-of-measure

Allocate particular license plates Allocate only full license plates

Consistency requirements

Allocations for a line must have common attribute

Example: Pick must come from one lot

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Consistency Requirement

Allocations for line must have common criteria

Does not matter what that value is

Common usage Customer does not care what lot number he gets

As long the order comes from just one lot

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Color Code: Different colors represent different lot numbers

Expiration Order (first to last): A B C D

Consistency Requirement Example

Business World places an order for 5 cases

Requires consistent lot numberExcellent Good Average

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A A A B BB D D D D DDC C C C DC

E E E E

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Average strawberries are not considered

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Excellent Good

A A A B BB D D D D DD

C C C C DC

Not enough Excellent strawberries in one lot

Good

D D D D DD

C C C C DC


Expiration Order (first to last): A B C D


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Of those that remain...

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Expiration Order (first to last):

Good

D D D D DD

C C C C DC

Good

pick based on FEFO

C C C C C

C D


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Agenda

Rules Engine review

Allocation Mode



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Allocation mode

Allows warehouse to fully take advantage of LPNs

WMS Rules Engine can select the best LPN in warehouse

Honors the way the material is already packed

Minimizes unpacking / repacking

Optimizes pick confirmation process


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Allocation mode

The Rules Engine can allocate specific LPNs forpicking

Controlled by Allocation Mode on Rule

Allocation not made to LPN level

No LPN Allocation

No LPN Allocation, prioritize pick UOM

Specific LPN Allocated (new with H)

Allocate LPN and Loose

Allocate Entire LPN Only


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Allocation mode

Allocate LPN and Loose

Allocates to the LPN level if the material is packed in anLPN

Allocates partial / multiple partial LPNs if necessary

Allocates loose material

Allocate Entire LPN Only

Allocates only to the LPN level

Allocates only LPNs that can be entirely consumed by task

Heterogeneous LPNs not considered


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Allocation modes

Customer orders 15 of lot controlled item

Pick UOM in CASE=DZ (12); Pick UOM in EACH=Ea(1)

Excluded by customer restriction

Preferred by customer

Accepted by customer

A

B

C

LPN L1A LPN L2A LPN L3A

CASE C1.1.1 EACH E1.1.1

A

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B

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A

B

C

Allocation mode

Allocation mode: No LPN Allocation

Loc Lot LPN QtyC1.1.1 15



A

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B

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A

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Allocation mode

Allocation mode: No LPN Allocation, prioritize pickUOM

Loc Lot LPN QtyC1.1.1 12

E1.1.1 3

B

B


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Excluded by customer restrictionPreferred by customer


A

B

C



A

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Allocation mode

Allocation mode: Allocate LPN and Loose

Loc Lot LPN QtyC1.1.1 L1A 7

C1.1.1 L2A 8

B

B


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Excluded by customer restrictionPreferred by customer


A

B

C



A

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Allocation mode

Allocation mode: Allocate Entire LPN Only

Loc Lot LPN QtyC1.1.1 L2A 9

C1.1.1 L2A 3

Backordered (no complete LPN) 3

B

C


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LPN Reservations

Reservations can be made to LPN level

Via manually entering LPN on reservation line

Via manually creating reservation for entire LPN

Via reservations interface


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LPN Allocation

Transactions that break reservation / allocationprevented

Cannot unpack LPN that has been reserved

Cannot issue LPN that has been allocated

Sub transfer of reserved LPN transfers reservations

LPN completion of ATO job creates LPN reservation


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LPN Allocation

Cartonization skipped when entire LPN allocated

Partially allocated LPNs still cartonized

Tasks not merged for bulk picking

Tasks potentially split based on equipment capacity

User able to override allocated LPN

Triggers exception process

Allocations visible on Transact Move Order form

LPN allocations not updateable


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LPN Task

Task presented to user with allocated LPN

If LPN is nested, user also shown outermost LPN

User can perform task as suggested

Or pick from loose or another LPN


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LPN Allocation

Allocate Entire LPN Only best with standard sizeLPNs

Does not perform best fit

Suppose following three LPNs in locator with same item

Sales order for quantity 5

Allocation mode Allocate Entire LPN Only

Rules Engine might allocate LPN L6A first

Rules Engine will backorder quantity of 1

Consistency restrictions compound the issue



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Agenda

Rules Engine review

Allocation Mode

Example

Trouble shooting


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Semiconductor Scenario

Warehouse carries semiconductors Stored in standard box size of 10,000

Semiconductors have lot attributes

Fab Site, Country of Origin General Technologies demands

Will not accept Fab Site of FST

Pick only country of origin codes USA, PRC, & THA

Warehouse policy:

Full boxes stored separately from loose material

Allocate full boxes (sub CASE), then loose (sub EACH)

Break full boxes only if necessary

Manual process: move broken boxes to EACHsubinventory

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1) Full case, with lot restrictions

2) Broken case, with lot restrictions

3) Break a case, with lot restrictions

Decision Tree

Start

What customer is

the order for?

General Technologies

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Other

1) Full case

2) Broken case

3) Break a case


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2. Org

1. Customer

Levels are searched in user defined order

Search stops when first match is found

Search order should be hierarchy in which exceptions tothe rules occur

If all customers except a few follow a general rule...

then customer should be searched first

WH3

General

Technologies

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Full Case with Lot Rest.


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Broken Case with Lot Rest.


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Break Case with Lot Rest.


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Strategy with Lot Rest.


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Full Case


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Broken Case


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Break Case


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General Policy


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Strategy for General Tech.

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Fab Site: FST CoE: USA (unacceptable)

Fab Site: PPS CoE: PRC (acceptable)

Fab Site: YAS CoE: THA (acceptable)

A

B

C

LPN Allocation

General Tech. orders 25 pieces

LPN L1A LPN L2A


A

A

B

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B

B

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A

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LPN Allocation


LPN L1A LPN L2A


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Loc Lot LPN Qty Rule

C1.1.1 L2A 9 Full Case w/ Lot Rest.


B

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A

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LPN Allocation


LPN L1A LPN L2A


A

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E1.1.1 7 Broken Case w/ Lot


B

C

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C


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A

B

C

LPN Allocation


LPN L1A LPN L2A


A

A

B

A

B

B

A

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A

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C1.1.1 L1A 2 Break a Case w/ Lot

B

C

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B


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Agenda

Rules Engine review

Allocation Mode



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Common problems

Possible problems reported by user

Sales order line backorders

Sales order line not released

No task available to user

These can all be investigated via the forms


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Pick Status

Check Pick Status on Shipping Transactions Form

Ready to Release: release criteria did not pick up the line

Verify no holds on order, correct criteria onpick release

Staged: auto-pick confirm enabled or non-reservable item

Backordered: material not avail, or rules setup problem

Released to Warehouse: task setup problem


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Backordered Pick Status

Rules Engine could not allocate

Check availability of material

Check material status of subinventory, locator, lot, serial

Check capacity of staging lane

Check strategy search order

Check rules setup

Regenerate rules if patches recently applied


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Putaway Setup

Putaway rules must be setup for sales order picks

Staging lane is defaulted by pick release

Rules Engine still required to validate default

Without putaway rules that validate lane, order willbackorder

Verify setup

Make Transaction Type first in putaway search order

Define putaway rule with no restrictions

Define putaway strategy with that single rule

Assign strategy to Transaction Types

External / Internal Order Staging Transfer


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Simulation Modes

If still unable to allocate

Pick release with auto-allocation disabled and useSimulator

Select Simulation mode on tree Simulate entire process for pick and putaway

Simulate just a pick rule or strategy

Simulate just a putaway rule or strategy

Start debugging process by simulating entire pickprocess

Will show which strategy was selected and why

Will highlight the reasons particular material was excluded


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Simulation Modes

Select a pick rule

Select a pick strategy

Select pick entire process

Simulator tree provides quick

summary of overall setup


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Move Order for Simulation

Select the move order to simulate

Enter the sales order pick released from before

Select the move order and click the Simulate button


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Simulation Results

Source information displayed for picking simulation

Source locator, cost group

LPN if LPN allocation enabled

Lot number and lot attributes

Serial number and serial attributes if serial allocationenabled

Destination information displayed for putaway

simulation Destination locator


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Simulation Results


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Trace Output

Further level of detail available

Trace node displays search order, strategies, and rulesused

Checkmark indicates rule or strategy used Cross indicates rule used but no allocations made from it

No icon indicates that rule or strategy not used

Selecting rule in trace node shows why material

excluded Capacity limitation hit for locator

Material on-hand, but not available

Cost group commingling error will result


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Trace Output


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Run-time Trace Output

Sales order may be backordered in production

Unable to pick release sales order with auto-allocate off

Can view same trace data would get from simulator

Logging must be enabled


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Released to Warehouse Status

Lines in this status have been allocated

Verify organization is WMS-enabled

Query for task on WMS Controlboard by enteringorder

Check for User Task Type field on Controlboard

If value is empty task type rules are not definedcorrectly


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Task Setup

If User Task Type is present but no task on mobile

Task type is setup incorrectly or user not qualified for task

Check resources required on task type

Check resource definition

Verify employee name & number of user logged into mobile

Verify same employee defined on the resource

If equipment is required for task verify user logged ontoeqpt.


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Conclusion

Rules Engine review

Rules Engine setup and simple picking example

Allocation Mode

Discussion of all allocation modes available

Example

Complex example and how Rules Engine behaves

Trouble shooting Debugging setup using desktop forms


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011064 Strawberries 1000 PT

CM11062 Mouse Pad 10 EA

Item Description Qty UOM Subinventory Locator Lot

011064 Strawberries 1000 PT COLDPICK 5.1.10.. STR0129

CM11062 Mouse Pad 10 EA EACHPICK 10.1.17..

Item Description Qty UOM Subinventory Locator Lot

Allocations of material by location and lot

based on customer requirements

based on organization policies

Sales order is ready for task type assignment

The Big Picture


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Contacts

[email protected] Monitored by Product Management

[email protected]

Monitored by Development http://www-apps.us.oracle.com/wms/toi

Newsgroup: oracle.corp.wms.news


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Documents

Rules Engine Presentation