WMS White Paper

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Standalone Warehouse Management

System

(Architecture and Solution Overview)

An Oracle White Paper

April 2009



TABLE OF CONTENTS

1 STANDALONE WMS SOLUTION – THE NEED ...................................................................

SALIENT FEATURES ............................................................................................................................ 5

! A"#HITE#TU"E AND $USINESS %LOWS .......................................................................... &

2.1 I NBOUN !ATERIAL FLOW ............................................................................................................ "

2.2 OUTBOUN !ATERIAL FLOW ......................................................................................................... 9

2.# I NTERNAL !ATERIAL TRANSFER FLOW ......................................................................................... 10

2.$ R ETURN !ATERIAL AUT%ORI&ATION 'R!A( ................................................................................. 11

2.5 !ANUFA)TURIN* TO ISTRIBUTION )ENTER !ATERIAL FLOW .......................................................... 12

2.+ I N,ENTOR- !ANA*E!ENT ........................................................................................................... 1#

2." S-N)%RONI&ATION OF R EFEREN)E ATA ........................................................................................ 1#

' SOLUTION ............................................................................................................................... 1

#.1 I NBOUN !ATERIAL FLOW ........................................................................................................... 1$

3.1.1 Create and Approve PO in Host System ........................................................................ 15

3.1.2 Populate PO Interface on Standalone Instance ............................................................. 16

3.1.3 Process Interface ata to Create PO in Standalone System .......................................... 16

3.1.! "eceipt of #aterial in t$e %are$ouse ........................................................................... 1&

3.1.5 Populate "eceivin' Open Interface in t$e Host System ................................................. 1&

3.1.6 Process "eceipt Information in Host System ................................................................. 1(

3.1.& Ot$er Considerations ................................................................................................... 1(

#.2 OUTBOUN !ATERIAL FLOW ........................................................................................................ 213.2.1 Create and )oo* Sales Order in Host System ................................................................ 22

3.2.2 "un Concurrent Pro'ram to +enerate S$ipment )atc$es ............................................. 22

3.2.3 ,ransfer S$ipment "e-uest to Standalone System ......................................................... 22

3.2.! Process S$ipment "e-uest in Standalone System .......................................................... 23

3.2.5 Pic* Pac* and S$ip #aterial a'ainst S$ipment "e-uest in Standalone System ........... . 2!

3.2.6 +enerate S$ipment Advice /#0 #essa'e in t$e Standalone System If usin' /#0

+ateay ................................................................................................................................ 2!

3.2.& Import S$ipment Advice in t$e Host System .................................................................. 25

3.2.( Process S$ipment Advice in t$e Host System ................................................................. 25

3.2.4 Ot$er Considerations ................................................................................................... 25

#.# I NTERNAL !ATERIAL TRANSFER ................................................................................................... 2

3.3.1 Create and Approve Internal "e-uisitionInternal Orders in Host System .................... 243.3.2 "un Concurrent Pro'ram to +enerate S$ipment )atc$es ............................................ 24

3.3.3 ,ransfer S$ipment "e-uest to Standalone S$ippin' Instance and Purc$ase Order ata

to "eceivin' Standalone Instance ........................................................................................... 24

3.3.! Import S$ipment "e-uest and S$ip #aterial from Standalone S$ippin' Instance ......... 3

3.3.5 Import and Process S$ipment Advice in t$e Host System .............................................. 3

3.3.6 Import and Process PO in Standalone "eceivin' Instance ............................................ 3

3.3.& "eceipt of #aterial in t$e "eceivin' %are$ouse ........................................................... 31

3.3.( Populate "eceivin' Interface and Process "eceipt Confirmation in Host System .... ..... 31

3.3.4 Ot$er Considerations ................................................................................................... 31

#.$ R ETURN !ATERIAL AUT%ORI&ATION 'R!A( ................................................................................. ##

3.!.1 Create and )oo* "#A in Host System ........................................................................... 3!

3.!.2 Populate Order Interface on Standalone System ........................................................... 3!

Oracle Corporation Confidential Page 2 of 46



3.!.3 Process Interface ata to Create "#A in Standalone System ....................................... 3!

3.!.! "eceipt of #aterial in t$e %are$ouse ........................................................................... 3!

3.!.5 78tract "#A "eceipt ata from Standalone and Import into Host System ................... 3!

3.!.6 Process "#A "eceipt in t$e Host System ...................................................................... 35

#.5 !ANUFA)TURIN* TO ISTRIBUTION )ENTER !ATERIAL FLOW .......................................................... #+

3.5.1 Create and Approve 9o: order in Host System .............................................................. 3(

3.5.2 Create and Approve Internal OrdersIntransit S$ipment in Host System ...................... 3(

3.5.3 Sc$edule Concurrent Pro'ram to 78tract S$ipment ata ............................................. 3(

3.5.! ,ransform S$ipment "e-uest to 7-uivalent PO and Populate PO Interface ,a:les of

Standalone System. ................................................................................................................. 3(

3.5.5 Import and Process PO in Standalone System ............................................................... 3(

3.5.6 "eceipt of #aterial in t$e %are$ouse ........................................................................... 3(

3.5.& Import "eceipt Confirmation in Host System ................................................................. 3(

3.5.( Ot$er Considerations ................................................................................................... 34

#.+ I N,ENTOR- !ANA*E!ENT ........................................................................................................... $0

3.6.1 Inventory Ad;ustments ................................................................................................... !

3.6.2 On Hand )alances ......................................................................................................... !2

#." S-N)%RONI&ATION OF R EFEREN)E ATA ....................................................................................... $23.&.1 Import Item Information ................................................................................................ !!

3.&.2 Import Supplier Information .......................................................................................... !!

3.&.3 Import Customer Information ........................................................................................ !!

#. SALES ORER AN PUR)%ASE ORER !ANA*E!ENT .................................................................... $5




Oracle Standalone WMS Solution

1 Standalone WMS Solution – The Need

The current Oracle EBS Warehouse Management Sstem !WMS" is an integral part ofOracle E#Business Suite and hence $oth the transaction source sstems li%e Purchasing andOrder Management and e&ecution sstems li%e WMS reside and operate 'ithin the same

instance( The main ad)antage of such an integrated solution is that it eliminates the need forreference and transaction data integrations* 'hich are needed for a tpical +$olt#on, WMSsolution( -t the same time it ma%es it increasingl difficult for the customers to implementOracle EBS WMS outside the frame'or% of an E#Business solution( This limitation restrictsthe potential target mar%ets of Oracle EBS WMS due to the $elo' mentioned reasons.

Standalone WMS

Ensure h(gh a)a(la*(l(ty%/0 t/ en1re that a 3i11i/ncritical applicati/n li4e W!S i1

a5aila6le 2$7"8

W!S in1tance9ec/ple9 :r/3 ERP

Ea1il; inte<rate 0ithan; h/1t 1;1te3

Strea3line9 pr/ce11e1 =

5i1i6ilit;

WMS + a ,edge -rodu.t%/0 can I 1e W!S t/

3ana<e 3; 0areh/1e 0ith/tOracle E B1ine11 Site h/1t

1;1te38

Le)erage *est+(n+.lass /eatures%/0 can I 1e the :eatre1 in the late1t W!S

relea1e 0ith/t p<ra9in< the 0h/le applicati/n1ite8

W!S in1tance9ec/ple9 :r/3 ERP

Ea1il; inte<rate 0ithan; h/1t 1;1te3

Strea3line9 pr/ce11e1 =

5i1i6ilit;

>

%a.(l(tate Outsour.(ng%/0 t/ 1er5e the nee91 /: LSP1 :/r a 0areh/1e

1/lti/n that han9le1 c/3ple?it; an9 inte<rati/n0ith client 1;1te31 8

Figure 1: Need for a Standalone WMS Solution

Customers or prospects 'ho are considering a long#term transition to Oracle SupplChain* $ut 'ho currentl operate 'ith !some" e&isting legac transaction sstems* 'illtend to prefer a $olt#on WMS solution due to its integration fle&i$ilit( /f a $olt#on solutionsecures this $usiness prior to full adoption of the suite* then it is li%el that the WMScomponent of the suite 'ill $e lost fore)er( This means that an Oracle EBS WMS

implementation can onl $e considered as an upgrade in an e&isting Oracle E#$usinessSuite implementation or 'hen all of the transaction and e&ecution sstems are replacedin a $ig $ang( /t cannot $e used as a 'edge product( This is a particularl se)ere pro$lemas man customers are loo%ing to logistics and e&ecution#$ased pro0ects as preferredin)estment areas due to their more immediate 1O/(

Business li%e ogistics Ser)ice Pro)iders !SP" ha)e thin transaction source sstemreuirements* $ut 'ho integrate 'ith a )ariet of transaction sources* 'ill loo% forsimplicit of operation and setup* and so 'ill tend to prefer $olt#ons(

There are customers 'ho prefer to +de#couple, the e&ecution sstems from their main

E1P sstem so that mission critical applications li%e WMS are a)aila$le 24 $ e)en'hen the central E1P or host sstem is do'n for maintenance or other reasons(





- standalone sstem capa$le of integrating 'ith the host sstem 'ill allo' the customerto le)erage the $est#in#class features of the latest Oracle EBS WMS release 'ithoutha)ing to upgrade the 'hole application suite(

This 'hite paper is an attempt to document and e&plain the EBS Standalone WMS solutionOracle is planning to $uild* 'hich 'ill operate in a distri$uted en)ironment( This is potentiall

targeted for prospects that are inclined to ha)e a $olt#on WMS solution instead of completetransition to Oracle E#Business Suite( -t a high le)el it also pro)ides an insight as to ho'customers can implement this solution( The target audience for this document is sales andimplementation consultants(

Salient Features

Some of the salient features of the Standalone WMS solution 5

Standalone WMS solution 'ill $e an independent E1P instance capa$le of ser)ingmultiple independent 'arehouses or organiations(

Standalone WMS 'ill $e a$le to integrate 'ith an host sstem including legac sstems*other E1P sstem li%e S-P etc( or another Oracle E1P sstem(

Standalone sstem 'ill $e independent WMS solution 'ith minimal set up reuirements(/t 'ill support all the routine 'arehouse and in)entor functions a)aila$le in the E#Business suite toda(

Standalone sstem 'ill $e a pure e&ecution sstem and 'ill not ha)e an costing oraccounting implications of material transactions( The financial implications of thetransactions 'ill $e maintained in the host sstem(

Transaction sources li%e Sales Orders and Purchase Orders 'ill $e created in the hostinstance and 'ill $e communicated to the standalone instance( The standalone sstem'ill e&ecute the transactions and pro)ide a mechanism to send the confirmations $ac% tothe host sstem(

-n change management supported for the transaction documents li%e Sales Order andPurchase Order in the E#Business Suite toda 'ill also $e supported in the Standalonesstem(

Standalone WMS solution 'ill pro)ide a mechanism through 'hich an in)entorad0ustments or current on hand in)entor snap shot can $e sent to the host sstem asneeded(

- ne' profile option +WMS. 7eploment Mode, 'ill $e pro)ided to identif the instance asstandalone(

Detailed steps to configure a standalone WMS instance and its implementation will becaptured in a separate white paper.

2 Arhiteture and Business Flo!s

- tpical $usiness 'ith the need for a standalone WMS solution 'ill ha)e a central E1Psstem 'hich 'ill $e responsi$le for planning* procurement* demand management and





maintaining financial* 91 and reference data( The 'arehouses or the organiations 'illoperate on a standalone instance and 'ill $e responsi$le for e&ecution of transactionsli%e receipts and shipments( Oracle standalone WMS solution 'ill communicate 'ith anhost sstem through an integration frame'or% to accomplish these transactions as sho'nin the figure $elo' 5

Figure 2: Standalone and "ost S#ste$ %ntegration

The host sstem 'ill recei)e the demand from the customers and 'ill procure the ra'material from its suppliers( /t 'ill communicate the demand and suppl source documentsto the standalone sstem using the integration frame'or%( Once the transactions arecompleted in the standalone instance* the 'ill $e transmitted to the host sstem throughthe integration laer( The actual steps to configure a standalone instance 'ill $e capturedin a separate 'hite paper(

Belo' process flo' diagram depicts the tpical flo' of documents $et'een a distri$uted'arehouse* its host sstem* customers and suppliers(


"ost S#ste$ &EBS or Non'EBS(

:inished;oods

Warehouse<

1a'Material

Warehouse

7istri$ution Center = 7istri$ution Center 2

/ntegrated $ut decoupled WMS /nstances

Procurement<<

OrderManagement

:inancials

Master 7ataManagement

/ntegration:rame'or

%




Su))lier S1

E * % + , - A S N

Standalone Logistis

WMS

1ecei)ing

/n)entor

Shipping

Outsourer O1

. e e i ) t C o n f i r $ a t i o n

/urhase Order

2ight'eight

Purchasing2eight'eight

OrderManagement

Custo$er C1

Sales Order

Su))lier Custo$er

"ost S#ste$

OTM

O n h a n d

s # n h r o n i 0 a t i o n

S h i ) M a t e r i a l

. e f e r e n e * a t a –

% t e $

C u s t o $ e r s

S u ) ) l i e r s e t

% n 3 e n t o r # A d 4 u s t $ e n t s

/a#$ent

%n3oie For 5oods

%n3oie

/a#$ent

S h i ) $ e n t C o n f i r $ a t i o n

S h i ) $ e n t . e 6 u e s t

/ u r h a s e O r d e r

E*% +,- ASN

/

h # s i a l A r r i 3 a l o f 5 o o d s

E * % + , - A S N

Figure 7: /roess Flo! in3ol3ing a standalone s#ste$ its host usto$ers and su))liers

/n the a$o)e figure* distri$uted 'arehouse is using Oracle Standalone WMS solution for supplchain e&ecution* 'hile the host sstem can $e an of the follo'ing 5 legac sstem* other E1Psstem* other +$est of $reed, solutions* or another Oracle E1P sstem(

/n order to $etter understand these flo's* let,s classif them into follo'ing functional areas 5

21 %n8ound Material Flo!

The figure $elo' depicts the steps in)ol)ed in a tpical in$ound flo' 5

Oracle Corporation Confidential Page of 46




Create 9 u)date/O

7 Create 9

u)date /O

: /erfor$ reei)t1lose /O 9

finish )a#$ent

E./

Standalone %nstane

Su))lier Su))liers

1 S e n d / O

d e t a i l s

t o S u ) ) l i e r ;

2 Send /O details toStandalone %nstane

- Create ASN on

to) of the /O

< S e n d A S N t o 8 u # e r

, F o r ! a r d t o

S t a n d a l o n e % n s t a n e

Warehouse e=eution

&reei)t>ins)et>)ut'a!a#(

+ S

e n d r e

e i ) t

o n f i r $

a t i o

n t o

E . /

? S e n

d g o o d s t o

S t a n

d a l o n

e

% n s t a n

e

Note' Ste)s <1,1- are o)tional One an reei3e dir etl# against a /O !ithout getting a ASN

Create 9 u)date/O

7 Create 9

u)date /O

: /erfor$ reei)t1lose /O 9

finish )a#$ent

E./

Standalone %nstane

Su))lier Su))liers

1 S e n d / O

d e t a i l s

t o S u ) ) l i e r ;

2 Send /O details toStandalone %nstane

- Create ASN on

to) of the /O

< S e n d A S N t o 8 u # e r

, F o r ! a r d t o

S t a n d a l o n e % n s t a n e

Warehouse e=eution

&reei)t>ins)et>)ut'a!a#(

+ S

e n d r e

e i ) t

o n f i r $

a t i o

n t o

E . /

? S e n

d g o o d s t o

S t a n

d a l o n

e

% n s t a n

e

Note' Ste)s <1,1- are o)tional One an reei3e dir etl# against a /O !ithout getting a ASN

Figure <: %n8ound Material Flo! in a *istri8uted En3iron$ent

=" The +9ost, sstem plans for material and places purchase orders on itssuppliers to ship the material to the 'arehouse(

2" Once the supplier accepts the purchase order* host sstem is responsi$le to send theinformation a$out these purchase orders to the 'arehouse so that material can $erecei)ed against the purchase order in the 'arehouse(

3" The standalone 'arehouse sstem creates purchase orders $ased on the informationsent $ the host(

4" Sometimes* after the supplier finalies its deli)er schedule* it sends an ad)anceshipment notice !-S>" to the standalone sstem 'ith information a$out the details ofthe shipment( The -S> can also $e sent to the host sstem 'hich can then send theinformation to the standalone sstem(

8" Once the standalone sstem recei)es the -S> from the supplier* it can plan its la$our$etter and ma%e receipts against these -S>s 'hen material arri)es(

6" The standalone 'arehouse imports -S>s $ased on the information sent $ the host(

" When material sho's up at its door* 'arehouse recei)es the material against thepurchase order !or the -S>* if -S> information 'as sent"(

?" -fter material is recei)ed* 'arehouse 'ill pro)ide a mechanism through 'hich thehost sstem can pull the information a$out the receipt that 'as made against thepurchase order or the -S>(

Oracle Corporation Confidential Page ? of 46




@" The host sstem performs the receipt transactions and updates its account paa$lesstem for the material recei)ed(

22 Out8ound Material Flo!

The figure $elo' depicts the steps in)ol)ed in a tpical out$ound flo' 5

Create 9 u)dateSales Order

7 Create 9u)date Orders

? /erfor$shi))ing1 lose

SO 9 finishin3oiing

E./

Standalone %nstane

Custo$er Custo$ers

1 C u s t o $ e r O r d e r s

M a t e r i a l

2 Send Orders to shi) toStandalone %nstane 3iaShi)$ent Ad3ie &:<@(

Warehouse e=eution&)i>load>dro)>onsolidate(

- S

e n d s h i )

$ e n

t

o n f i r $

a t i o n t o

E . /

, S h i ) g

o o d s t o

C u s t o

$ e r > S

e n d A S N

< /i release orders to)re)are for shi))ing

Create 9 u)dateSales Order

7 Create 9u)date Orders

? /erfor$shi))ing1 lose

SO 9 finishin3oiing

E./

Standalone %nstane

Custo$er Custo$ers

1 C u s t o $ e r O r d e r s

M a t e r i a l

2 Send Orders to shi) toStandalone %nstane 3iaShi)$ent Ad3ie &:<@(

Warehouse e=eution&)i>load>dro)>onsolidate(

- S

e n d s h i )

$ e n

t

o n f i r $

a t i o n t o

E . /

, S h i ) g

o o d s t o

C u s t o

$ e r > S

e n d A S N

< /i release orders to)re)are for shi))ing

Figure ,: Out8ound Material Flo! in a *istri8uted En3iron$ent

=" Customer places a sales order on the host sstem to ship goods to an address(

2" 9ost sstem performs sourcing optimiation and determines that it needs toship the goods from this 'arehouse to the customer( 9ost sstem sends do'nShipment 1euest that can ha)e information a$out one or more sales orders* to the'arehouse(

3" The distri$uted 'arehouse creates sales orders $ased on the information sent $ thehost sstem

4" Warehouse releases the orders to the 'arehouse( Material is pac%ed and deli)eriesare consolidated for shipment(

8" The goods are shipped to the customer and an -S> is sent to the Customer(

6" Once the goods are shipped* 'arehouse pro)ides a mechanism through 'hich hostsstem can pull the information regarding the shipment transaction(

" 9ost sstem updates its order management sstem 'ith the shipment information and

updates its accounts recei)a$les for the goods shipped(

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27 %nternal Material Transfer Flo!

The figure $elo' depicts the steps in)ol)ed in an /nternal Material Transfer flo' assumingthe shipping and recei)ing 'arehouse are on separate standalone instances( This can $eachie)ed using the out$ound and in$ound flo' descri$ed a$o)e 5

E./

Standalone %nstane 1 Standalone %nstane 2

Create 9 u)datesales order

7 Warehousee=eution

&/i>)a>Shi)(

< S e n d s h i ) $ e n t

a d 3 i e & : < , ( t o

E . /

, S e n d / O & + , @ ( t o

% n s t a n e 2

- Shi) Materialto instane 2

!ith*SNO>ASN

2 S e n d s h i ) $ e n t

r e 6 u e s t & : < @ ( t o

% n s t a n e 1

? Warehouse e=eution&reei)t>ins)et>)ut' a!a#(

+ S e n d r e e i ) t

o n f i r $ a t i o n

& : < < ( t o E . /

Create 9 u)date)urhase

order

Create ASNon to) of the

/O

1 Create internal re6uisition>internal order

Ste) - is o)tional ' One an reei3e diretl# against a /O !ithout getting a ASN

Figure -: %nternal Material Transfer Flo! in a *istri8uted En3iron$ent

=" 9ost sstem creates an internal reuisitionAinternal order to mo)e material from one'arehouse to another 'arehouse(

2" 9ost sstem sends the shipment reuest to the standalone instance representing theshipping 'arehouse( The distri$uted 'arehouse creates sales orders $ased on theinformation sent $ the host sstem(

3" The order is released* material is pic%ed and shipped to the destination 'arehouse(

4" - shipment ad)ice is sent to the host sstem once the material is shipped(

8" -n eui)alent purchase order is created from the internal order and sent to the

instance representing the recei)ing 'arehouse so that it can recei)e the material(

6" Optionall the shipping instance can also send an -S> message along 'ith theshipment( The standalone destination 'arehouse imports -S>s $ased on theinformation sent(

" When material sho's up at its door* recei)ing 'arehouse recei)es the materialagainst the purchase order !or the -S>* if -S> information 'as sent"(

?" Once the material is recei)ed* the recei)ing instance 'ill pro)ide a mechanismthrough 'hich host sstem can pull the information regarding the receipt transactionso that in)entor can $e updated in the host sstem and reuisition can $e closed(

Oracle Corporation Confidential Page = of 46




2< .eturn Material Authori0ation &.MA(

The figure $elo' depicts the steps in)ol)ed in a tpical 1M- flo' 5

Create 9 u)date.MA

7 Create 9 u)date .MAfro$ .MA %nfor$ation

E./

Standalone %nstane

Custo$er Custo$ers

1 C u s

t o $ e r

C a

l l s

t o

. e

t u r n

M a

t e r i a

l

2 Send .MA details toStandalone %nstane

- /erfor$ reei)tlose .MA 9

finish )a#$ent

< Warehouse e=eution&reei)t>ins)et>)ut a!a#('

,

S e n

d r e e i ) t

o n f i r $

a t i o n

t o

E . /

S e n d g o o d s t o

S t a

n d a l o n e

% n s t a n e

Figure ?: .eturn Material Authori0ation Flo! in a *istri8uted En3iron$ent

=" Customer calls to return material and an 1M- is created in the host sstem to recei)eit(

2" 1M- information from the host sstem is sent to the standalone sstem(

3" 1M- is created in the standalone sstem( 1M- num$er is same as the host sstem(

4" When the goods are recei)ed from the customer* it is recei)ed against the 1M-(

8" -fter material is recei)ed* 'arehouse 'ill pro)ide a mechanism through 'hich thehost sstem can pull the information a$out the receipt that 'as made against the

1M-(

6" The host sstem performs the receipt transactions and updates its account paa$lesstem for the material recei)ed(

Oracle Corporation Confidential Page == of 46




2, Manufaturing to *istri8ution Center Material Flo!

The figure $elo' depicts the steps in)ol)ed in a flo' of finished goods from amanufacturing plant to a distri$ution Center( Manufacturing is either a separate sstem orpart of the host itself 5

Create 9 u)dateWor order

Create 9 u)date /O fro$internal order infor$ation

? /erfor$ reei)tand lose

internal order

E./

Standalone %nstane

Manufaturing/lant/lant

1 S e n

d ! o r o r d e r

d e

t a i l s t o )

l a n

t

< Send internal order details toreate /O in Standalone %nstane

, Warehouse e=eution

&reei)t>ins)et>)ut a!a#('

- S e n

d r e e i ) t

o n f i r

$ a t i o

n t o

E . /

S e n d g o o d

s t o

S t a n d a l o n e

% n s t a

n e

2 Co$)leteWor Order

7 Create %nternalOrder>%nter org

transfer to $o3efinished goods fro$)lant to !arehouse

Figure +: Manufaturing to *istri8ution Center Material Flo!

=" 9ost sstem creates a 'or% order to produce finished goods( The information is sentto the manufacturing sstem(

2" Wor% order is completed and information is sent $ac% to the host sstem

3" The host sstem creates an internal order or inter#org transfer to mo)e the finishedgoods from plant to the distri$uted 'arehouse(

4" The internal order information is then sent to the standalone sstem to create aneui)alent purchase order so that material can $e recei)ed in the 'arehouse(

8" When the goods are recei)ed from the manufacturing plant* it is recei)ed against thePO created in a$o)e step(

6" -fter material is recei)ed* 'arehouse 'ill pro)ide a mechanism through 'hich thehost sstem can pull the information a$out the receipt that 'as made against the1M-(

" The host sstem performs the intransit receipt transactions and updates the in)entorto close the internal order(

Oracle Corporation Confidential Page =2 of 46




2- %n3entor# Manage$ent

The host sstem needs to trac% in)entor of material at different 'arehouses so that itcan plan and source material( This can $e achie)ed if 5

=" The standalone 'arehouse management sstem 'ould pro)ide a mechanism through

'hich the host sstem can periodicall deri)e a snapshot of in)entor at the'arehouse( The host sstem can process these snapshots and update its snapshot ofthe in)entor(

2" Sometimes* in)entor ma $e updated at the 'arehouse due to a )ariet ofreasons other than in$ound and out$ound shipments such as ccle count ormiscellaneous receiptsAissues( The standalone 'arehouse sstem should $e a$le topro)ide a snapshot of these ad0ustments to the host sstem so that the in)entor isal'as snchronied $et'een the standalone 'arehouse management sstem andthe host sstem(

2? S#nhroni0ation of .eferene *ata

/n order to e&ecute the a$o)e flo's* reference data such as item* customers* andsuppliers need to $e snchronied $et'een the host sstem and the standalone sstem(The host sstem is the o!ner of the reference data( The follo'ing flo's are reuired$et'een the host and the standalone sstem 5

=" Whene)er an item is created or modified in the host sstem* it should send thatinformation to the standalone sstem(

2" The standalone sstem should process this information and create or modif thatitem(

3" Whene)er a )endor !or supplier" is created or modified in the host sstem* it shouldsend that information to the standalone sstem(

4" The standalone sstem should process this information and create or modif that)endor(

8" Whene)er a customer is created or modified in the host sstem* it should send thatinformation to the standalone sstem(

6" The standalone sstem should process this information and create modif thatcustomer(

1eference data needs to $e snchronied $et'een the host sstem and the standalonesstem so that transactions do not fail due to lac% of reference data( /n some cases suchas customer data* reference data can $e created 'hile processing the transactions !salesorders" and therefore* in those cases* there ma not $e a need to snchronie thatreference data $efore attempting to process the transactions(





7 Solution

This section focuses on the solution and implementation of Oracle Standalone WMS solutionfor the distri$uted 'arehouse( This assumes that the host sstem can $e an of the follo'ing 5legac sstem* other E1P sstem such as S-P* other +$est of $reed, solutions* or another

Oracle E1P sstem( The follo'ing picture descri$es the responsi$ilit across 9ost andStandalone sstem for )arious $usiness functions to ena$le Oracle Standalone WMS solutionfor the distri$uted 'arehouse(

/urhaseOrder ASN .eei3e

and %ns)et/uta!a#

and StoreCross

doingA/

/roes

%n8oundLogistis

Out8oundLogistis

WarehouseFuntions

Setu) 9Master *ata

Order Entr#Order

.eleaseWa3e

/lanning/i and

/aShi)

Confir$A.

/roes

Transfersand Mo3es

Wa3e 9La8or /lan

Count andAd4ust$ent

La8eling 9alue Adds 5L /roe

/roduts Custo$ers endors .ules La#out

Wa3e 9La8or /lan

"ost Funtion Figure : Business Funtions in Standalone and "ost S#ste$

We 'ill ta%e indi)idual flo's identified in the earlier section and see ho' the can $e fulfilledusing Oracle Standalone WMS solution for the distri$uted 'arehouse(

71 %n8ound Material Flo!

The steps in)ol)ed in implementing information flo' $et'een the host sstem and thestandalone sstem for material in$ound to the 'arehouse are descri$ed $elo' 5





/n$ound Process :lo'

Create and -ppro)e

Purchase Orders !PO" Process the receipttransactions

/nitiate paa$les forthe material recei)ed

Populate PO interface on

standalone instance

Populate the

1ecei)ing open

interface( " o s t & E B S

1 1 , 1 @ (

S

t a n d a l o n e

& E B S 1 2 1 1 (

Process interface data tocreate PO

1ecei)e and Puta'athe material

Out of the $o&/mplementation StepPlease refer to Standalone WMS technical 'hitepaper for more details on implementation steps(

Figure 1@: %n8ound /roess Flo!

/n the a$o)e figures the host is assumed to $e EBS ==(8(= and the standalone sstem is

EBS =2(=(=( 9o'e)er the host sstem can $e an other )ersion of EBS* other E1P orlegac sstem( Steps descri$ed $elo' are applica$le onl for an EBS host and machange for a different E1P or legac sstem(

We can $rea% do'n the a$o)e flo' in the follo'ing steps 5=" Create and appro)e Purchase Order !PO" in the host sstem2" se Oracle 7ata /ntegrator !O7/" maps or using pu$lished -P/s create and schedule

concurrent program to e&tract the PO lines to $e recei)ed from the host sstem andinsert into interface ta$les of standalone sstem(

3" /mport and process purchase order in the standalone sstem(4" 1ecei)e and puta'a the material in the 'arehouse(8" se O7/ maps or using pu$lished -P/s create and schedule concurrent program to

import receipt information from standalone sstem into 1ecei)ing Open interface ofthe host sstem(

6" Process receipt transaction in the host sstem(" /nitiate paa$les against the lines recei)ed(

711 Create and A))ro3e /O in "ost S#ste$

The host sstem creates and appro)es the purchase orders( /f the host sstem is anOracle EBS sstem* purchase orders can $e created using forms or purchasing openinterfaces(

Please refer to “Oracle Purchasing Implementation Guide” for detailed information on

how to create new purchase orders.





712 /o)ulate /O %nterfae on Standalone %nstane

The host sstem is responsi$le for transmitting purchase order information to thestandalone sstem( /f the host sstem is an Oracle EBS sstem* purchase orders can $etransmitted using -SC D=2 ?8AE7/:-CT O17E1S or its DM eui)alent( -n changesto purchase orders can $e transmitted using -SC D=2 ?6 or its E7/ or DM eui)alent(

7uring implementation* sstems integrator 'ill need to read or e&tract these purchaseorders from the host sstem and populate the PO interface ta$les in the standalonesstem using the Purchasing 7ocument Open /nterfaces( This can $e achie)ed $ 5

• Creating and scheduling a concurrent program 5 sing pu$lished -P/s andprocesses* the sstem integrator can create a concurrent program to e&tract thePO data from the host sstem and insert into PO interface of the standalonesstem( /t should also perform an code con)ersions as 'ell as mapping reuiredto populate the interface ta$les in the standalone sstem(

• sing Oracle 7ata /ntegrator !O7/"( :or more details on ho' to create andconfigure an O7/ map* please refer to Standalone WMS /ntegrations 'hite paper(

The host can pass specific recei)ing controls li%e receipt routing* o)er receipt tolerance*receipt das earl or late for each PO line( /f this information is not passed* then it 'illdefault from the recei)ing parameters defined in the standalone sstem for thatorganiation(

Sstem /ntegrators 'ill also $e responsi$le to %eep the information updated in thestandalone sstem as the purchase orders are updated or cancelled in the host sstem(The 'ill ha)e to call appropriate purchasing pu$lic -P/s to orchestrate these changes(

717 /roess %nterfae *ata to Create /O in Standalone S#ste$

The Purchasing 7ocuments Open /nterface uses -pplication Program /nterfaces !-P/s"to process the data in the Oracle -pplications interface ta$les to ensure that it is )alid$efore importing it into Oracle Purchasing( >e' Purchase orders can $e imported intodistri$uted 'arehouse !operating on standalone WMS solution" $ processing informationin the purchasing documents open interface( The cannot $e imported through E7/ orDM gate'a(

Once the interface ta$les ha)e $een loaded* the /mport Standard Purchase OrderprogramF must $e run in the Standalone sstem to import the data from the interfaceta$les into Oracle Purchasing( The Purchasing 7ocuments Open /nterface programrecei)es the data* deri)es and defaults an missing data* and )alidates the data( /f noerrors are found in the su$mission process* the data in the Purchasing 7ocuments Open/nterface ta$les is loaded into the purchasing $ase ta$les to create the standard purchase

order( The purchase order should $e created in appro)ed status and should ha)e thesame document num$er as in the host sstem(

/f the Purchasing 7ocuments Open /nterface program finds errors in the interface ta$les*the record identification num$er and the details of the error are 'ritten to thePOG/>TE1:-CEGE11O1S ta$le( Hou can launch the Purchasing /nterface Errors1eport in Purchasing to )ie' the ro's that 'ere not imported $ the Purchasing7ocuments Open /nterface along 'ith the failure reason!s" for each ro'(

The Purchasing 7ocuments Open /nterfaceF sa)es or errors out on a line#$#line $asis(This means that if an error is found in a document line* onl that line is rolled $ac% !notsu$mitted to Purchasing"* and ou can find the error in the POG/>TE1:-CEGE11O1S

ta$le( The error records in the interface ta$les must $e updated $efore the re#run of the





import program( Because the Purchasing 7ocuments Open /nterface sa)es or errors outline $ line* it can accept partial documents( -ssumption for importing purchase ordersinto the standalone sstem is that the reuired reference data such as item* supplier !or)endor"* supplier site* $uer information* OM* organiation* su$in)entories* locatorsmust alread $e set up in the standalone sstem(

Please refer to “Oracle Purchasing Open Interfaces and PIs manual” for detailed information onwhat fields to populate for importing new purchase orders.

71< .eei)t of Material in the Warehouse

When material is phsicall recei)ed in the 'arehouse* it is recei)ed against thepurchase order !or the -S>" in the distri$uted 'arehouse( sers can configure the puta'a rules using WMS rules engine to direct the users to put a'a the material toappropriate locations $ased on the $usiness constraints(

Please refer to “Oracle Warehouse Management !sers Guide” for detailed information on how to perform recei"ing transactions.

71, /o)ulate .eei3ing O)en %nterfae in the "ost S#ste$

Once material is recei)ed in the 'arehouse* standalone sstem 'ill pro)ide a mechanismsuch that the host sstem can update its in)entor sstem 'ith the receipts* procurementsstem for the purchase order !or -S>" against 'hich receipt is made* and the accountspaa$le for the )alue of the material recei)ed( The host sstem ma also use receipt andinspection information to monitor supplier compliance(

9istorical information a$out the receipts made and results of ualit inspection etc( arestored in 1CI G T1->S-CT/O>S !1T" ta$le in Oracle Purchasing( Standalone solution 'illpro)ide a )ie' +1CI G 1ECE/PT G CO>:/1M-T/O> G I, 'hich 'ill contain all the detailed informationa$out the receipt transactions that ha)e $een +7eli)ered,( The )ie' 'ill contain

information li%e source document num$er !POJ"* line num$er* shipment num$er* item*uantit recei)ed* unit of measure etc( and 'ill contain information a$out the follo'ingtransaction tpes 5 PO 1eceipt* 1eturn to 1ecei)ing* Corrections* 1M- 1eceipt* /nternal1euisition /ntransit 1eceipt* /n)entor /ntransit 1eceipt( Onl those transactions 'hichaffect on hand 'ill $e retrie)ed $ the )ie' and therefore 1eturn to 1ecei)ing 'ill $eplaed $ac% as 1eturn to Iendor or 1eturn to Customer in the host sstem $ased onsource document tpe(

Sstem /ntegrators can uer this )ie' directl to fetch all the ne' receipts for 'hichconfirmation has not $een sent to the host sstem( The can then con)ert this informationinto appropriate format to populate the recei)ing interface ta$les of the host sstem( This

can $e achie)ed in either of the follo'ing 'as 5

• -s an implementation step* using pu$lished -P/s or )ie's create and schedule aconcurrent program or

• Create and configure O7/ maps( :or more details on ho' to create and configurean O7/ map* please refer to Standalone WMS /ntegrations 'hite paper(

- ne' flag +1ECE/PT G CO>:/1M-T/O> G EDT1-CTE7, in the 1CI G T1->S-CT/O>S ta$le has $een created*'hich can $e updated to indicate the status if the receipt confirmation has $een sent tothe host sstem or not( Once the confirmation is successfull sent to the host sstem* ane' pu$lic -P/ 'ill allo' the users to update +1ECE/PT G CO>:/1M-T/O> G EDT1-CTE7, flag in the1T ta$le( Customers can decide and update the flag 'ith the an )alues 'hich can

indicate an of the follo'ing statuses #

Oracle Corporation Confidential Page = of 46




> 5 1eceipt confirmation not sent to the host sstemSent Pending Confirmation 5 1eceipt confirmation sent to the host sstem $ut a'aitingconfirmation from host(Sent Confirmed # 1eceipt confirmation successfull recei)ed $ the host sstem(

71- /roess .eei)t %nfor$ation in "ost S#ste$

The host sstem should process the receipt information o$tained from the standalonesstem and update its in)entor records* procurement sstem for the purchase order !or -S>" against 'hich receipt is made* and the accounts paa$le for the )alue of thematerial recei)ed(

/f the host sstem is an Oracle E#Business Suite* then the information can directl $e'ritten into the 1ecei)ing 7ocuments Open /nterfaceF of the host sstem( Sstemintegrator should load the receipt information of standalone sstem in the recei)inginterface ta$les of the host sstem( Once the receipts ha)e $een imported into 1ecei)ing7ocuments Open /nterfaceF* one can periodicall schedule the 1ecei)ing TransactionProcessorF to process these transactions and create receipts in the host sstem(

Please refer to “Oracle Purchasing Open Interfaces and PIs manual” for detailed information onhow to ma#e use of “$ecei"ing Documents Open Interface” to update receipt information in thehost s%stem.

71? Other Considerations

Change Manage$ent ' /urhase Order Changes and Canellations

/f the host sstem has modified or cancelled the purchase order after it has $eendo'nloaded in the standalone sstem* such changes can $e transmitted to thestandalone sstem using the pu$lic -P/s( -ll the PO change management supportedcurrentl in the E#Business suite 'ill $e supported for the standalone sstem as 'ell( The

purchase order change -P/ allo's ou to update uantit* price or promise date onstandard purchase orders or cancel an e&isting purchase order( These -P/s perform allthe necessar )alidation $efore updating the changes( The B2B or integration laer 'ill$e responsi$le for transmitting and populating the change data or calling the appropriate -P/s(

Please refer to “Oracle Purchasing Open Interfaces and PIs manual” for detailedinformation on how to in"o#e purchase order change and cancellation PIs.

%$)ort ASNsSupplier 'ill send the -S>s to the standalone sstem( One can import -S>s into OracleStandalone Sstem $ passing the data in the form of -SC D=2 ?86 E7/ or its eui)alent

DM transaction( :or the E7/ADM import to successfull go through suppliers andsupplier sites should $e defined as trading partners and Oracle e#commerce gate'ashould $e appropriatel set up( Once all the setups are complete* one can run the Oraclee#commerce gate'a import program to process the transactions( Supplier can also sendthe -S>s to the host sstem from 'here the can $e imported into the StandaloneSstem $ a )ariet of methods 5 /#Supplier portal* E7/* or DM(

/f the reuired data is not pro)ided in the transaction* the Oracle e#Commerce ;ate'aimport process fails the transaction( Then an e&ception message is displaed in the Iie'Staged 7ocuments 'indo'( /f the trading partner is )alid and the transaction is ena$led*the import process proceeds to )alidate the transaction using the user#defined columnrules( /f no process or column rule e&ceptions are detected* the Oracle e#Commerce;ate'a import program 'ill 'rite the transaction to the 1ecei)ing Open /nterfaceF

Oracle Corporation Confidential Page =? of 46




ta$les to $e processed $ the 1ecei)ing Open /nterface -P/( The sstem integrators canalso 'rite the -S> information in the 1ecei)ing Open /nterfaceF ta$les directl using thepu$lic -P/s( To successfull import -S>s into Oracle Purchasing* one must run the1ecei)ing Transaction ManagerF(

Please refer to “&'commerce PO Implementation guide” for detail information on how to import

new S(s.

/urhase Order isi8ilit# and StatusThe standalone sstem 'ill allo' the users to uer the purchase orders created againstthe receipt ad)ice sent $ the host sstem using the Purchase Order and Purchase Ordersummar form( The assumption is that the purchase order 'ill $e created in thestandalone sstem 'ith the same num$er as the purchase order num$er in the hostsstem( So in the standalone sstem* users can directl uer the purchase order usingthe host sstem,s purchase order num$er(

The Purchase order form can also $e utilied to manuall create a purchase order in thestandalone sstem 'hen the integration laer is do'n and receipt ad)ice can not $e sentor recei)ed( The purchase order num$er in the standalone sstem should $e same aspurchase order num$er in the host sstem(

.e3erse LogistisStandalone sstem users can perform a +1eturn to 1ecei)ing, transaction to initiate areturn to )endor( Once the +1eturn to 1ecei)ing, transaction is done in the standalonesstem* the goods 'ill mo)e from in)entor to recei)ing and on hand 'ill getdecremented( The 1eceipt confirmation )ie' 'ill pic% these transactions and once thehost interface ta$les are updated* the 1eturn to )endor transaction 'ill $e created in thehost sstem e)en if the Standalone sstem has performed onl 1eturn to 1ecei)ingtransaction( This is necessar for in)entor snchroniation(

/f for some reason* standalone sstem decides to put the material $ac% into /n)entor!7eli)er transaction"* then a ne' receipt transaction 'ill $e created in the host sstem(

Ma))ing of o8 .ole .es)onsi8ilit# and Flo! Ste)s

Ta$le $elo' specifies 'ho 'ould e&ecute the steps mentioned in the flo' diagram andmaps it to their 0o$ role and application responsi$ilit 5

o8 .ole .es)onsi8ilit# %$)le$entation Ste)Order Entrcler%ABuer

Purchasing ser Create Purchase order and su$mits forappro)al in host sstem(

Sstem /ntegrator 7istri$uted WarehouseSstem -dministrator

Creates the program to e&tract the purchaseorder lines from host sstem and group them$ PO num$er( /nsert the data intopurchasing interface ta$les of standalonesstem(

WarehouseuserArecei)ing cler%

7istri$uted Warehouseser

1ecei)es the item against the PO created inthe standalone sstem(


Creates the program to e&tract the receiptinformation from standalone sstem usingreceipt confirmation )ie' and insert intorecei)ing interface ta$les of host sstem

Assu$)tions – Some of the %e assumptions for the in$ound flo' descri$ed a$o)e are

summaried again 5

Oracle Corporation Confidential Page =@ of 46




=" -ll the reuired reference data must $e created in ad)ance in the standalone sstem$efore purchase order is sent(

2" There should $e one to one mapping of purchase orders $et'een host andstandalone sstem i(e( for e)er PO in the host sstem* a corresponding PO 'ill $ecreated in the standalone sstem(

3" The purchase order in the standalone sstem should $e created in appro)ed status

and its num$er should $e same as purchase order num$er in the host sstem(4" /f the host sstem 'ants specific recei)ing controls on a gi)en PO line* then the

recei)ing controls must $e passed to the standalone sstem along 'ith the POinformation( Other'ise sstem 'ill default the recei)ing controls from the 1ecei)ingParameters defined in the standalone sstem( :or simplicit it is recommended thatreceipt routing for PO in the host sstem $e +7irect 7eli)er, 'hile it can $e +Standard,or +/nspection 1euired, in the standalone sstem $ased on the reuirements(





72 Out8ound Material Flo!

The steps in)ol)ed in implementing information flo' $et'een the host sstem and thestandalone sstem for material out$ound from the 'arehouse are descri$ed $elo' #

" o s t & E B S 1 1 , 1 @ (

Create and $oo% Sales

Order(

Out$ound Process :lo'

;enerate shipment$atches(

/mport shipment ad)ice

S t a n d a l o n e

& E B S 1 2 1 1 (

Process shipment

re3uest to create

shipment

Pic% and stagematerial

Ship material

Out of the $o&/mplementation stepPlease refer to Standalone WMS technical 'hitepaper for more details on implementation steps(

Transfer shipmentre3uest to standalone

instance(

/n)oice for materialshipped

Process shipment ad)ice

Figure 11: Out8ound /roess Flo!

/n the a$o)e figure the host is assumed to $e EBS ==(8(= and the standalone sstem isEBS =2(=(=( 9o'e)er the host sstem can $e an other )ersion of EBS* other E1P orlegac sstem( Steps descri$ed $elo' are applica$le onl for an EBS host and machange for a different E1P or legac sstem(

Customers can transfer the shipment data from the host sstem to standalone sstemand shipment ad)ice from standalone sstem to the host sstem using an of thefollo'ing 'as 5

=" sing Oracle 7ata /ntegrator !O7/" !1ecommended approach" 5 Customers canconfigure the O7/ maps to send shipment reuest to the standalone sstem andprocess the shipment ad)ice e&tracted from the standalone sstem(

2" sing Oracle Open /nterfaces and Pu$lic -pplication Programming /nterfaces !-P/s" #To insert shipment data into interface ta$les of the standalone sstem and to processthe shipment ad)ice e&tracted from the standalone sstem(

3" sing DM ;ate'a # Oracle DM gate'a can $e configured to insert the shipmentdata passed from host sstem into shipping interface ta$les of the standalone sstemand in)o%e appropriate program to process this data(

Oracle Corporation Confidential Page 2= of 46




We 'ill discuss each of these methods for data transfer 'hile descri$ing the steps for thea$o)e flo'( We can $rea% do'n the a$o)e flo' in the follo'ing steps 5=" Create and $oo% Sales Order in the host sstem2" 1un concurrent program +Create Shipment Batches, to group deli)er details into

Shipment 1euest $atches(3" Transfer and insert shipment $atches into interface ta$les of standalone sstem(

4" Process shipment reuest in standalone sstem(8" Pic%* pac% and ship the sales order in the standalone sstem( :or this customer can

use the latest features a)aila$le in WMS in Oracle =2(=(= li%e 'a)e planning*ad)anced replenishment to replenish our for'ard pic% area* mo$ile personaliationto personalie the mo$ile screens* WMS#OTM integration for doc% snchroniationand scheduling* rules engine to configure $usiness rules* ad)ance material status etc(

6" ;enerate the shipment ad)ice message in the standalone sstem !/f using DM;ate'a"

" se O7/ maps or schedule pu$lished -P/s to e&tract shipment ad)ice data fromstandalone sstem

?" Process shipment ad)ices to ship confirm the corresponding SO lines in the host

sstem(@" Create in)oice against the fulfilled SO in the host sstem

721 Create and Boo Sales Order in Host System

The host sstem creates and $oo%s the sales orders for customer order fulfilment( /f thehost sstem is an Oracle EBS sstem* sales orders can $e created using forms* E7/transactions or Order /mport open interface( The organiation in the host sstem shouldena$le the +7istri$uted Organiation, flag in Organiation parameters 'hich 'ill ena$lethe Third Part Warehousing !TPW" functionalit( This 'ill pre)ent Orders from getting+Pic% 1eleased, on the host instance and reduce the efforts !steps" 'hen the shipmentad)ice is recei)ed from the standalone sstem and plaed $ac% in the host sstem(

Please refer to “Oracle Order Management !sers Guide” for detailed information on howto create new sales orders.

722 .un Conurrent /rogra$ to 5enerate Shi)$ent Bathes

The host sstem should identif the SO lines to $e shipped from standalone 'arehouse(Based on the parameters entered* a ne' concurrent program +Create Shipment Batches,'ill create $atches for each group of eligi$le lines not alread assigned to a shipment$atch( These lines 'ill $e grouped $ customer* $ill#to location* ship#to location* freightterms and :OB( Each group 'ill represent a shipment reuest and the program 'illcreate a uniue num$er to identif the group( This uniue num$er 'ill $e the shipmentreuest num$er 'hich 'ill $e passed to the standalone sstem(

727 Transfer Shi)$ent .e6uest to Standalone S#ste$

The shipment reuest can $e sent to the standalone sstem in an of the follo'ing 'as 5

• sing O7/ maps # Customers can create and configure O7/ maps to e&tract thedata from shipment )ie's and insert into shipping interface ta$les of thestandalone sstem( Please refer to Standalone Warehouse Management Sstem/ntegrations 'hite paper for more details on ho' to create and configure O7/maps(





• 7irectl populate the data into shipping interface ta$les on the standalone sstemusing pu$lic -P/s

• -s an DM message 5 /f standalone instance is configured 'ith Oracle DM;ate'a* customer can generate an DM message for shipment reuest $atchesand post it to DM ;ate'a( Oracle DM gate'a 'ill insert the data into shippinginterface ta$les in the standalone sstem and in)o%e appropriate programs toprocess it( This shipment reuest DM message should $e generated $ased on ane' DM map !WS9GST>7/GO-;2=G/>" 'hich has $een created $ased onO-; =6=Gsho'GshipmentG8(dtd to process the shipment reuest recei)edfrom the host sstem(

Please refer to “Oracle )M* Gatewa% manual” for detailed information on how to set up )M*

gatewa% to import shipment into Oracle Shipping &+ecution.

72< /roess Shi)$ent .e6uest in Standalone S#ste$

/f the host sstem sends the shipment reuest as an DM message then Oracle DMgate'a must $e installed and configured on Oracle Standalone sstem( The standalone

sstem organiations must $e defined as a trading partner 'ithin the DM gate'a( Oncethe DM message is recei)ed from the host sstem* it is parsed in the DM gate'a forformat and )alidit of the information( DM gate'a also ta%es care of an codecon)ersion and mapping reuired to populate the shipping interface ta$les 'ithin thestandalone sstem $ased on the seeded schema( DM gate'a 'ill load data intointerface ta$les and 'ill trigger shipment reuest processing

-lternatel if DM gate'a is not used then customers can use O7/ or create aconcurrent program to fetch the shipment reuest data from shipment )ie's and directlpopulate the information in the shipping interface ta$les of the standalone sstem usingthe pu$lic -P/s( Once the records are loaded into the shipping interface ta$les* the can$e processed in an of the follo'ing 'as 5

• sing the +Process Shipment 1euestsK concurrent program

• sing the pu$lic -P/s

-ll the reuired reference data li%e customer* ship#to and Bill#to locations* customercontacts* items* OMs* ship methods* carriers* freight terms* :OB* organiation* su$in)entories and locators must $e alread set up in the standalone sstem $efore theshipment reuest is recei)ed and processed( /f not* the recei)ed shipment reuests 'illerror out( 9o'e)er standalone sstem can create customer* customer addresses andcontacts on the fl if the customer data does not alread e&ist in the standalone sstemand is sent in the shipment reuest(

-n interface error records can $e )ie'ed and corrected in the Shipment MessageCorrections /( Once the records are corrected* the can $e re#su$mitted for processing(Once the shipment reuest is processed successfull* deli)er details are created ormodified in the standalone sstem( -dditionall if ou use DM gate'a to process theshipment reuest data then a confirmation Business O$0ect 7ocument !BO7" can $e sentto the host sstem( The confirmation BO7 'ill $e sent to the host sstem onl if thetrading partner is set up to send the confirmation BO7(

The shipment reuest 'ill contain header and detail le)el information( The host sstemshould pro)ide a uniue document num$er !7ocument/7 in DM schema" in theshipment reuest header and a uniue document line num$er

!TD>GS1CG/>EG>MBE1 in DM schema" for each shipment reuest line( The





shipment reuest processing 'ill automaticall create a sales order in the standalonesstem and the sales order num$er in the standalone sstem 'ill $e same as thisdocument num$er( The host sstem sales order and sales order line num$er 'ill $estored as reference num$er and reference line num$er attri$ute in the deli)er details ofthe standalone sstem( The standalone sstem 'ill maintain the reference of theshipment reuest num$er and shipment reuest line num$er and use it 'hen sending the

shipment confirmation to the host sstem(

Please refer to “Oracle )M* Gatewa% manual” for detailed information on how to set up )M*gatewa% to import shipment into Oracle Shipping &+ecution.

72, /i /a and Shi) Material against Shi)$ent .e6uest in Standalone S#ste$

Orders are released* tas%s are created* and material is pic%ed* pac%ed* and shipped fromthe 'arehouse for the shipment reuests( The host sstem,s sales order and line num$erinformation is stored in the deli)er details in the standalone sstem( When the shipmentis done from the standalone sstem* all the shipping documents li%e pac%ing slip orcustomer la$els generated* 'ill contain the host sstem sales order num$er(

/f reuired* the standalone sstem can send shipment information to the customer in theform of E7/ ?86( This E7/ document can $e generated in Oracle Standalone Sstem*once the order has $een ship confirmed(

Please refer to “Oracle Warehouse Management !ser guide” for detailed information on how to process and ship a sales order using Oracle &,S WMS and refer to “Oracle &'-ommerceShipping Implementation Guide” for detailed information on how to generate and send S(s &DI/012 to the customers.

72- 5enerate Shi)$ent Ad3ie DML Message in the Standalone S#ste$ &%f using DML5ate!a#(

Shipment ad)ice can $e generated in the standalone sstem as an DM message 'henDM gate'a is used( DM shipment ad)ice message can $e generated using DMtransaction ShipmentG-d)ice 'hich is eui)alent to E7/ transaction @48 out$ound(Oracle DM gate'a must $e installed to generate the DM messages( - ne' DM map!WS9GST>7OGO-;2=GOT" has $een created $ased on O-;=6=Gsho'GshipmentG8 dtd to generate the shipment ad)ice from the standalonesstem( The standalone sstem organiation must $e defined as trading partner andtransaction must $e ena$led in DM gate'a for generating the shipment ad)ice(

- shipment ad)ice 'ill contain information li%e the document num$er recei)ed in theshipment reuest* host SO and line num$er* item* uantit* customer* ship to addressetc( Shipment ad)ice can $e generated once the deli)er is in Closed or /n#transit status

in the standalone sstem( The standalone sstem can initiate the DM shipment ad)ice ineither of the follo'ing 'as 5

• sing the Send Out$ound Message action in the Shipment Transaction :orm!>a)igation. Shipping Transaction form L 7eli)er ta$ L -ctions L SendOut$ound Message L Select Send Shipment -d)ice"(

This can $e used if confirmation is to $e generated for an indi)idual deli)er(

• sing the -utomated Shipment 1euest A Shipment -d)ice concurrentprogram for $atch processing( Based on the parameters entered in the a$o)econcurrent program* the sstem 'ill loo% for all the transactions for 'hich





shipment confirmation has not $een sent and 'ill create a shipment ad)ice foreach of the deli)eries shipped(

72? %$)ort Shi)$ent Ad3ie in the "ost S#ste$

Periodicall the host sstem should e&tract the shipment information from the standalonesstem( This is reuired so that the host sstem can update its in)entor sstem 'ith theshipments* Order management sstem 'ith the sales order shipped* and the accountsrecei)a$les for the )alue of the material shipped(

-s an implementation step* sstem integrator can configure O7/ maps or using pu$lished -P/s* create a concurrent program to read the shipment ad)ice DM generated $ astandalone sstem using DM gate'a( /f DM gate'a is not installed* then using thee&isting shipping )ie's* implementers can e&tract the reuired deli)er and deli)erdetails data from the standalone sstem( The program should also update the transactionstatus to +Sent, in WS9GT1->S-CT/O>SG9/STO1H ta$le in the standalone sstem(The shipment ad)ice data should $e populated in the shipping interface of the hostsstem(

72+ /roess Shi)$ent Ad3ie in the "ost S#ste$

Customer can schedule to run a concurrent program 'hich 'ill )alidate the importeddata( /t 'ill then group the lines for each deli)er created in the standalone sstem andfor each deli)er it 'ill

# Create a deli)er in the host sstem using the pu$lic -P/s(# ship confirm the deli)er using pu$lic -P/s

The a$o)e process assumes that the organiation in the host sstem is 7istri$utedorganiation( This 'ill ena$le to directl create and ship confirm the deli)er 'ithoutha)ing to call the -P/s to reser)e and pic% release the deli)er in the host sstem* 'hich

can $e a significant o)erhead in terms of processing the transactions(

Hou must ensure that on hand uantities are snchronied $et'een the host andstandalone sstem $efore ou pla$ac% the shipment ad)ice in the host sstem( :orsimplicit* negati)e $alances can $e allo'ed in the organiation in the host sstem and anegati)e $alance 'ill $e an indicator or 'arning that the in)entor has not $eensnchronied $et'een the t'o sstems( /f negati)e $alances are not allo'ed in theorganiation and sufficient in)entor is not a)aila$le* it 'ill error out the shipment processin the host sstem and on hand $alances must $e snchronied $efore transactions arere#processed( Once the sales orders are shipped in the host sstem* it can generatein)oices for the fulfilled orders(

Please refer to “Oracle Order Management Open Interfaces3 PIs and &lectronic Messagingguide” for detailed information on how to use interface and PIs to update shipment information inthe host s%stem.

72 Other Considerations

.eser3ations # /f the host sstem 'ould li%e the standalone sstem to ship specificmaterial !lot" from a specific location then it can $e done in either of the follo'ing 'as #

• The can pass this information in the shipment reuest DM( When the orders arepic% released in the standalone sstem* in)entor 'ill honour this information'hen mo)e ordersAtas%s are created(





• 7irectl populate the reser)ation information into the reser)ation interface ta$lesof the standalone sstem( The reser)ation information should contain a referenceto the shipment reuest num$er and other mandator in)entor details li%e lotnum$ers* location etc(

/f item is serial controlled item* then reser)ations can onl $e created through thereser)ations interfaces in the standalone sstem(

Sales Order isi8ilit# and Status 5 The standalone sstem 'ill allo' the users to uerthe sales order created against the shipment reuest sent $ the host sstem using theSales Order and Order Organier form( Standalone sstem can pro)ide the information tothe host sstem using the host sstem,s shipment reuest num$er( The shipment reuestnum$er of the host is the sales order num$er in the standalone sstem( The standalonesstem can also pro)ide the status of an order $ased on host sstem,s sales ordernum$er and sales order line num$er using the Shipping Transaction :orm( 9ost sstem,sales order num$er and sales order line num$er 'ill $e stored as reference num$er andreference line num$er in the deli)er details of the standalone sstem and 'ill $e

a)aila$le in the shipment transaction form as uer parameters(

The Sales order form can also $e utilied to manuall create a sales order in thestandalone sstem 'hen the integration laer is do'n and shipment reuest can not $esent or recei)ed( 9o'e)er it is recommended not to create orders manuall in thestandalone sstem unless it is )er critical since data 'ill need to $e reconciled $et'eenmanuall created order in the standalone sstem and shipment reuest data generated inthe host* 'hen sstems are $ac% up and running( This reconciliation might reuiresignificant effort and update of data in the standalone and host sstem(

Please refer to Standalone WMS technical white paper on details of the data elements whichneeds to be reconciled and other details

Change Manage$ent ' Shi)$ent .e6uest Changes or Canellations - shipment reuest can $e cancelled or changed in the standalone sstem $ populatingthe shipping interface ta$les 'ith the changed data and processing it using the pu$lic -P/s(

/f the host sstem has modified or cancelled the shipment reuest !sales orderAdeli)er"after it has $een sent to the standalone sstem* such changes can also $e communicatedas an DM message using the DM gate'a( When the DM message is recei)ed thestandalone sstem 'ill )erif if the document num$er alread e&ists( /f there are multipleshipment reuests for a gi)en document num$er then the document num$er 'ith thelatest or ma&imum re)ision 'ill $e processed and 'or%flo' for the pre)ious re)isions 'ill

$e closed( - shipment reuest can $e cancelled pro)ided none of the deli)er details arealread ship confirmed(

Please refer to “Oracle Order Management Open Interfaces3 PIs and &lectronic Messagingguide” for detailed information on how to process the shipping interface data.

%ntegration !ith Orale Trans)ortation Manage$ent &OTM(The standalone sstem can integrate 'ith OTM so that customers can plan the trips andcreate doc% appointments in OTM and send the information $ac% to standalone WMS(Hou define the doc% doors in WMS and 'ith =2(=(= ou can snchronie the doc% doorinformation $et'een WMS and OTM sstems( Hou can also create deli)eries in WMSand interface the information to OTM using a concurrent reuest( OTM can then perform





transportation planning and schedule a doc% appointment( The information is then sent$ac% to the WMS sstem to create the trip and doc% assignment(

4or more details please refer to &,S $elease 56.5 documentation on Oracle Metalin#www.metalin#.oracle.com2.

Ma))ing of o8 .ole .es)onsi8ilit# and Flo! Ste)s 5Ta$le $elo' specifies 'ho 'ould e&ecute the steps mentioned in the flo' diagram andmaps it to their 0o$ role and application responsi$ilit 5

o8 .ole .es)onsi8ilit# %$)le$entation Ste)Order Entr Cler% Order Entr ser Create and Boo% Sales order in host sstem(


Creates the program to e&tract the salesorder lines from host sstem and group them$ased on criteria specified( /nsert the datainto interface ta$les of standalone sstem ifDM gate'a is not used(

Warehouse Manager 7istri$uted WarehouseMana Management Superuser Pic% release the sales order created instandalone sstem(

WarehouseuserAshipping cler%

7istri$uted Warehouseser

Pic%* pac% and ship the material(


Creates the program to e&tract the shipmentad)ice information from standalone sstemand insert into interface ta$les of host sstem

Assu$)tions – Some of the %e assumptions for the out$ound flo' descri$ed a$o)e aresummaried again 5

=" -ll the reuired reference data must $e created in ad)ance in the standalone sstem$efore shipment reuest is sent(

2" The organiation in the host sstem is a 7istri$uted organiation(3" The lines identified for shipment in the host sstem must $e in +1ead to 1elease, line

status i(e( the should not $e pic% released(4" The shipment reuest num$er generated $ the Create Shipment Batches program

must $e a uniue num$er(8" The SO lines for the shipment reuest in the host sstem 'ill $e identified and

e&tracted using a seeded concurrent program $ased on criteria li%e customer*schedule ship dates etc( The resulting lines 'ill $e grouped $ Customer* Bill#tolocation* Ship#to location* :reight terms and :OB( Each group 'ill represent oneshipment reuest and must $e identified $ a uniue num$er(

6" /f the host sstem 'ants the standalone sstem to ship specific material !lot" from aspecific location* the can pro)ide the information in the shipment reuest DM(9o'e)er

# :or serial controlled items* reser)ation interface needs to $e used(# Separate lines need to $e created for each lot or locator( /f for e&ample

host sstem 'ants to ship 8 different lots for the same SO line* then eachlot has to $e sent separatel in the shipment reuest DM( This meansthere 'ill $e 8 deli)er lines != for each lot" created in the standalonesstem each referring to same SO and SO line of the host sstem(

" On hand $alances must $e snchronied $et'een the t'o sstems $efore theshipment ad)ice data is imported and plaed $ac% in the host sstem(





77 %nternal Material Transfer

/nternal orders can $e mapped using the in$ound and out$ound flo's descri$ed in thesection 3(= and 3(2( :igure $elo' pro)ides an o)er)ie' of the steps in)ol)ed in internalmaterial transfer process(

" o s

t

S t a n d a l o n e S h i ) ) i n g

% n s t a n e

Create internal

orders to ship from

shipping instance to

recei)ing instance

/nternal Transfer Process :lo'

Process

shipment ad)ice

Process thereceipt

transactions

Ship material torecei)ing

instance and

generate 7S>O

Pic% and stagematerial

S t a n d a l o n e

. e

e i 3 i n g % n s t a n e

Process interfacedata to create PO

1ecei)e andputa'a the

products

recei)ed

1ecei)e and

create -S>

O p t i o n a l : l o '

Out of the $o&/mplementation Step## ## ## Optional :lo'

• Transfer shipment re3uest to

standalone shipping instance(

• Transform shipment intoe3ui)alent PO and populatePO interface on standalone

recei)ing instance(

Process shipment

re3uest to createshipment

Close shipmentre3uest

/mport shipment

ad)ice

Populate therecei)ing open

interface

Populate recei)ing

interface 'ith -S>

information((

Please refer to Standalone WMS technical 'hitepaper for more deta ils on implementation steps(

;enerate

shipment$atches

Figure 12: O3er3ie! of %nternal Material Transfer /roess

/n the a$o)e figures the host is assumed to $e EBS ==(8(= and the standalone sstem isEBS =2(=(=( 9o'e)er the host sstem can $e an other )ersion of EBS* other E1P or

Oracle Corporation Confidential Page 2? of 46




legac sstem( Steps descri$ed $elo' are applica$le onl for an EBS host and machange for a different E1P or legac sstem(

The internal transfer process can $e achie)ed using a com$ination of out$ound andin$ound flo' descri$ed in earlier sections( This flo' assumes that $oth the shipping andrecei)ing organiation are on separate standalone instance(

We can $rea% do'n the internal order flo' in the follo'ing steps 5=" Create and appro)e internal reuisitionAinternal order in the host sstem(2" 1un +Create Shipment Batches, concurrent program to e&tract the internal order lines

from the host sstem and create shipment reuest(3" sing O7/ maps or pu$lished -P/s insert the shipment reuest into shipping interface

ta$les of standalone shipping instance( /nsert the internal order data into purchasinginterface ta$les of the standalone recei)ing instance to create an eui)alent purchaseorder(

4" /mport shipment reuest and ship confirm the material from standalone shipping instance(8" se O7/ maps or using pu$lished -P/s create and schedule a concurrent program to

import shipment confirmation data from standalone shipping sstem and ship confirm the

corresponding internal order lines in the host instance6" /mport and process purchase order in the standalone recei)ing instance(" 1ecei)e the material in the standalone recei)ing instance(?" se O7/ maps or using pu$lished -P/s* create and schedule a concurrent program to

import and transform the PO receipt information from standalone recei)ing instance andrecei)e corresponding intransit shipment lines in the host sstem

771 Create and A))ro3e %nternal .e6uisition>%nternal Orders in "ost S#ste$

The internal reuisition or internal order 'ill $e created in the host instance( /f the hostsstem is an Oracle EBS sstem* internal orders can $e created using forms or Order/mport open interfaces(

Please refer to “Oracle Purchasing !sers Guide” for detailed information on how to create internalsales orders.

772 .un Conurrent /rogra$ to 5enerate Shi)$ent Bathes

The host sstem should e&tract the internal order lines to $e shipped from shipping'arehouse and create shipment $atches $ running the +Create Shipment Batches,concurrent program(

Please refer to the Out$ound Material :lo' section 3(2(2 to get more details on ho' tocreate shipment reuest and insert the data into standalone sstem(

777 Transfer Shi)$ent .e6uest to Standalone Shi))ing %nstane and /urhase Order

*ata to .eei3ing Standalone %nstane

The shipment reuest can $e inserted into shipping interface ta$les of the shippingstandalone instance using an of the follo'ing 'as 5

• sing O7/ maps( Please refer to Standalone Warehouse Management Sstem/ntegrations 'hite paper for more details on ho' to create and configure O7/maps(

• 7irectl populate the data into shipping interface ta$les 'ithin the standaloneshipping instance using pu$lic -P/s(

• /f DM gate'a is installed then using some DM tool con)ert the data from

shipping )ie's into DM message and send it to DM gate'a(

Oracle Corporation Confidential Page 2@ of 46




The shipment data from the host sstem should also $e con)erted to populate the POinterface ta$les of the standalone instance representing recei)ing organiation to createan eui)alent purchase order( The purchase order num$er in the standalone recei)inginstance should $e %ept same as internal sales order num$er in the host sstem tomaintain the reference $et'een t'o sstems( The shipping organiation must $e defined

as a supplier in the standalone recei)ing instance to facilitate the creation of PO( Pleaserefer to the in$ound flo' section 3(2 to get more details on the steps to send POinformation to a standalone sstem(

77< %$)ort Shi)$ent .e6uest and Shi) Material fro$ Standalone Shi))ing %nstane

Shipment reuest data can $e imported using DM gate'a !if installed" or $ directlpopulating the shipping interface ta$les of the standalone shipping instance( Once theinterface data is populated* users can run the +Process Shipment 1euest, program oruse pu$lic -P/s to process the data( :or more details please refer to Out$ound Material:lo' section 3(2(4( To facilitate creation of sales order in shipping standalone instance*the recei)ing organiation must $e defined as a customer(

Orders are released* tas%s are created* and material is pic%ed* pac%ed* and shipped fromthe 'arehouse to the destination organiation( Optionall the shipping instance can alsosend an -S> to the recei)ing organiation(

Please refer to “Oracle Warehouse Management !ser guide” for detailed information on how to process and ship a sales order using Oracle &,S WMS and refer to “Oracle &'-ommerceShipping Implementation Guide” for detailed information on how to generate and send S(s &DI/012 to the customers.

77, %$)ort and /roess Shi)$ent Ad3ie in the "ost S#ste$

Periodicall the host sstem should e&tract the shipment information from the shipping

standalone sstem( -s an implementation step* sstem integrator can e&tract theshipment data from the shipping standalone instance and insert it into shipping interfaceta$les of the host sstem in an of the follo'ing 'as 5

• sing pu$lished -P/s and )ie's* create a concurrent program to read theshipment ad)ice generated !if using DM gate'a" $ shipping instance else theshipment data $e e&tracted from the e&isting shipping )ie's( The data shouldthen $e inserted into shipping interface ta$les of the host sstem(

• sing O7/ maps( Please refer to Standalone Warehouse Management Sstem/ntegrations 'hite paper for more details on ho' to create and configure O7/maps(

Once the data is loaded into the shipping interface ta$les of the host sstem* it can $eprocessed $ scheduling the standard concurrent program 'hich 'ill create and shipconfirm the deli)eries( :or more details please refer to the Out$ound Material :lo'section 3(2( and 3(2(?

77- %$)ort and /roess /O in Standalone .eei3ing %nstane

Once the interface ta$les ha)e $een loaded as e&plained in section 3(3(3* the /mportStandard Purchase Order programF must $e run in the Standalone recei)ing instance toimport the data from the interface ta$les into Oracle Purchasing( The Purchasing7ocuments Open /nterface uses -pplication Program /nterfaces !-P/s" to process thedata and create a purchase order( :or more details please refer to /n$ound Material :lo'





section 3(=(3( The shipping organiation must $e defined as a supplier to facilitate thecreation of PO in recei)ing instance(

Please refer to “Oracle Purchasing Open Interfaces and PIs manual” for detailed information onwhat fields to populate for importing new purchase orders

77? .eei)t of Material in the .eei3ing WarehouseWhen material is phsicall recei)ed in the 'arehouse* it is recei)ed against thepurchase order !or the -S>"( sers can configure the put a'a rules using WMS rulesengine to direct the users to put a'a the material to appropriate locations $ased on the$usiness constraints(


77+ /o)ulate .eei3ing %nterfae and /roess .eei)t Confir$ation in "ost S#ste$

-s an implementation step* sstem integrators can uer the 1eceipt Confirmation )ie'

directl to fetch all the ne' receipts for 'hich confirmation has not $een sent to the hostsstem( The 'ill then need to con)ert the PO receipt of the recei)ing instance into aneui)alent internal order receipt and insert the data into recei)ing interface ta$les of thehost sstem( This can $e done using the dumm supplier setup as e&plained in step 3(3(3so that an PO receipts of this supplier can $e separated from normal PO receipt andcon)erted into internal order receipt(

The data can $e sent from the recei)ing instance to the host sstem using an of thefollo'ing 'as5

• -s an implementation step* using pu$lished -P/s or )ie's create and schedule aconcurrent program 'hich e&tracts the receipt data from the recei)ing instance

and populate the interface ta$les on the host sstem or • Create and configure O7/ maps( :or more details on ho' to create and configure

an O7/ map* please refer to Standalone WMS /ntegrations 'hite paper

The host sstem should process the receipt information o$tained from the standalonesstem and update its in)entor records so that the internal reuisition or order can $eclosed(

:or more details on ho' to recei)e and process receipt information in the host sstem*please refer to /n$ound Material :lo' section 3(=(8 and 3(=(6(

77 Other Considerations

Multi)le Organi0ations in Single Standalone %nstaneThe a$o)e flo' assumed that the shipping and recei)ing organiations 'ere on separatestandalone instances( Customers can also configure the standalone instance such thatall the 'arehouses could $e on a single standalone instance( /n this scenario* the internalorder flo' can $e mapped easil 'ith host creating the internal order( -s animplementation step* the sstem integrator can e&tract the internal reuisition data andpopulate the reuisition interface ta$les to create an internal reuisition in standaloneinstance( The internal reuisition num$er in the standalone instance should $e same asin the host sstem to maintain the reference( Hou do not need to create an e&ternal orderand purchase order as $oth the shipping and recei)ing organiation are on the sameinstance( The shipping organiation 'ill ship the material against the internal order and

recei)ing organiation 'ill recei)e the material against the internal order( The internal





order receipt information can then $e e&tracted from the standalone sstem and insertedinto recei)ing interface ta$les of the host sstem 'ith reference to the internal reuisitionso that receipt can $e processed and in)entor can $e updated(

Assu$)tions – Some of the %e assumptions for the internal order flo' descri$ed a$o)e

are summaried again 5=" -ll the reuired reference data must $e created in ad)ance in the standalone sstem

$efore purchase order is sent(2" The purchase order num$er in the standalone recei)ing sstem should $e same as

internal order num$er in the host sstem to maintain the reference $et'een t'osstems(

3" Customer should ma%e sure that PO num$er seuence should not conflict 'ith theseuence for /nternal Sales order of host as internal order num$er of host 'ill $ecomePO num$er in the recei)ing instance( 7ocument num$er entr method can $e set asManual so that PO can $e set programmaticall to $e same as internal order num$erof the host sstem(





7< .eturn Material Authori0ation &.MA(The steps in)ol)ed in implementing information flo' $et'een the host sstem and thestandalone sstem for material returned from customer and in$ound to the 'arehouse aredescri$ed $elo' 5

" o s t & E B

S 1 1 , 1 @ (

S t a n d a l o n e

& E B S 1 2 1 1 (

Create and Boo% 1eturn

Material -uthori6ation

!1M-"

Populate order importinterface on standalone

sstem

Process interfacerecords to create

1M-

1ecei)e and Puta'athe material

Process the 1M-receipt transactions

1M- Process :lo'

Out of the $o&/mplementation Step

Populate the recei)ing

open interface

Please refer to Standalone WMS technical 'hitepaper for more details on implementation steps(

Figure 17: .MA /roess Flo!

/n the a$o)e figure the host is assumed to $e EBS ==(8(= and the standalone sstem isEBS =2(=(=( 9o'e)er the host sstem can $e an other )ersion of EBS* other E1P orlegac sstem( Steps descri$ed $elo' are applica$le onl for an EBS host and machange for a different E1P or legac sstem(

We can $rea% do'n the a$o)e flo' in the follo'ing steps 5

=" Create and $oo% 1M- in the host sstem2" se O7/ maps or using pu$lished -P/s create and schedule concurrent program to

e&tract the 1M- lines to $e recei)ed from the host sstem and insert into orderinterface of standalone sstem(

3" Process interface data to create 1M- in the standalone sstem(4" 1ecei)e and puta'a the material in the 'arehouse(8" se O7/ maps or using pu$lished -P/s or )ie's* create and schedule a concurrent

program to import receipt information from standalone sstem6" Process to recei)e corresponding 1M- lines in the host sstem(





7<1 Create and Boo .MA in "ost S#ste$

The host sstem creates and $oo%s the 1eturn Material -uthoriation !1M-"( /f the hostsstem is an Oracle EBS sstem* 1M- can $e created using forms or E7/ transactions ororder import open interfaces(

Please refer to “Oracle Order Management Implementation Guide” for detailed information on how

to create $Ms.

7<2 /o)ulate Order %nterfae on Standalone S#ste$

-s an implementation step* the sstem integrator 'ill need to e&tract the 1M- data andinsert into the interface ta$les of the standalone sstem( :or simplicit and reference* the1M- num$er in the standalone sstem should $e same as 1M- num$er in the hostsstem( This can $e done in either of follo'ing 'as 5

• sing the pu$lic -P/s* create and schedule a concurrent program 'hich 'ille&tract the 1M- data from the host sstem and populate the interface ta$les onstandalone sstem(

• sing Oracle 7ata /ntegrator !O7/"( :or more details on ho' to create andconfigure an O7/ map* please refer to Standalone WMS /ntegrations 'hite paper(

7<7 /roess %nterfae *ata to Create .MA in Standalone S#ste$

Standalone sstem can import the 1M- information using Order /mport open interface(Order import is an Order Management open interface that consists of open interfaceta$les and uses a set of -P/s to process the data in the interface ta$les to ensure that itis )alid $efore importing it into Oracle Order management( Once the data is loaded in theinterface ta$les* one must schedule the Order /mportF concurrent program on a periodic$asis to import the data from the interface ta$les into Oracle Order management( Orderimport program )alidates and defaults an missing data( /f the Order /mport program findserrors in the interface ta$les* it can $e corrected using the Order /mport Corrections /(

Please refer to “Oracle Order Management Open Interfaces and PIs manual” for detailedinformation on how to import orders into Oracle Order management.

7<< .eei)t of Material in the Warehouse

When material is phsicall recei)ed in the 'arehouse* it is recei)ed against the 1M- inthe distri$uted 'arehouse( sers can configure the put a'a rules using WMS rulesengine to direct the users to put a'a the material to appropriate locations(

Please refer to “Oracle Warehouse Management !sers Guide” for detailed information on how to

perform $M recei"ing transactions

7<, E=trat .MA .eei)t *ata fro$ Standalone and %$)ort into "ost S#ste$

The sstem integrator can uer all the 1M- receipts from the 1eceipt Confirmation )ie'!+1CI G 1ECE/PT G CO>:/1M-T/O> G I," for 'hich confirmation has not $een sent to the host sstem(The can then con)ert this information into appropriate format to populate the recei)inginterface ta$les of the host sstem( This can $e achie)ed in either of the follo'ing 'as 5

• -s an implementation step* using pu$lished -P/s or )ie's create and schedule aconcurrent program 'hich 'ill e&tract the 1M- receipt data from standalonesstem and populate the recei)ing interface ta$les on host sstem or

• Create and configure O7/ maps( :or more details on ho' to create and configure

an O7/ map* please refer to Standalone WMS /ntegrations 'hite paper(





+1ECE/PT G CO>:/1M-T/O> G EDT1-CTE7, flag in the 1CI G T1->S-CT/O>S ta$le of standalone sstemshould $e updated using the pu$lic -P/s for the records for 'hich confirmation has $eensent( :or more details on ho' to utilie 1eceipt Confirmation )ie' please refer to /n$oundMaterial :lo' section 3(=(8(

7<- /roess .MA .eei)t in the "ost S#ste$

Once the recei)ing interface ta$les are populated 'ith 1M- receipt data* the receiptinformation can $e processed in the host sstem( /f the host sstem is an Oracle E#Business Suite* then the information can directl $e 'ritten into the 1ecei)ing7ocuments Open /nterfaceF of the host sstem( Sstem integrator should load the receiptinformation of standalone sstem in the recei)ing interface ta$les of the host sstem(Once the receipts ha)e $een imported into 1ecei)ing 7ocuments Open /nterfaceF* onecan schedule the 1ecei)ing Transaction ProcessorF to process these transactions andcreate receipts in the host sstem(

Assu$)tions – Some of the assumptions for the a$o)e flo' are re#summaried #=" -ll the reuired reference data must $e created in ad)ance in the standalone sstem

$efore the 1M- is sent(2" There 'ill $e one to one mapping of 1M-s $et'een host and standalone sstem i(e(

for e)er 1M- in the host sstem* a corresponding 1M- 'ill $e created in thestandalone sstem(

3" The 1M- num$er in the standalone sstem should $e same as 1M- num$er in thehost sstem(





7, Manufaturing to *istri8ution Center Material Flo!

/n a tpical manufacturing en)ironment* goods are manufactured in the plants and arestored and distri$uted through finished goods !:;" 'arehouses or distri$ution centers!7C"( The customer demand is fulfilled through these :; 'arehouses or 7C 'hich inturn dri)es the planning and production in the plants( This can $e modelled in )arious'as $ the customers 5

A The manufacturing plant ma operate on a legac sstem 'hile planning andother functions are maintained in a central E1P or host sstem( Warehouse is

a separate organiation using the standalone WMS solution and once thefinished goods are manufactured in the plant* the are transferred to'arehouse or 7C( The 'arehouse ma also store ra' materials and suppl itto the manufacturing plant(

B When the finished goods are manufactured and stored in a dedicated storagearea for finished goods !su$in)entor 'ithin same organiation or a separate'arehouse"( /n such a case customer ma 'ant to upgrade the storage areato standalone WMS so that the can utilie the latest features of the EBSWMS and 'ill need a mechanism to $ring the finished goods in)entor intostandalone WMS sstem(





2

e g a c M f g

S s t e m

Process interface

records to createWor% order

Create o$ Order

Mfg to 7C Transfer Process :lo'

Complete 'or% order

and send goods to'arehouse

Complete

'or% order

Process PO interfacerecord to create PO

1ecei)e andputa'a theproduct from

manufacturing

Process the

receipttransactions

" o s t & E B S 1 1 , 1

@ (

Create /nternal Order

or intransit shipment

to mo)e goods fromplant to 'arehouseA

7C


Populate W/P /nterfaceon Mfg sstem

Transform PO receipt

into intransit receiptand populate recei)ing

open interface(

Please refer to Standalone WMS technical 'hite

paper for more details on implementation steps(

S t a n

d a

l o n e

% n s

t a n

e

& E B S 1 2

1 1

(

;enerate ShipmentBatches

Transform shipmentre3uest to e3ui)alent

purchase order andpopulate PO interface on

standalone instance

Figure 1<: O3er3ie! of Manufaturing to *C /roess Flo! !hen Manufaturing o)erates

on a Lega# S#ste$The figure a$o)e displas ho' manufacturing to 7C material flo' can $e mapped forscenario -( /n the figure the host is assumed to $e EBS ==(8(= and the standalonesstem is EBS =2(=(=( 9o'e)er the host sstem can $e an other )ersion of EBS* otherE1P or legac sstem(

We can $rea% do'n the flo' in the follo'ing steps5=" Create and appro)e o$ Order in the host sstem and send 0o$ information to legac

manufacturing sstem(2" 1ecei)e 0o$ completion information from legac manufacturing sstem and create an

internal orderAinter org transfer to mo)e material from plant to 7C(3" 1un concurrent program +Create Shipment Batches, to e&tract the internal order lines

from the host sstem(4" se O7/ maps or using pu$lished -P/s* schedule a concurrent program to con)ert

into an eui)alent PO and insert into recei)ing interface ta$les of standalone sstem(8" /mport and process purchase order in the standalone sstem(6" 1ecei)e and put a'a the material in the standalone sstem(" se O7/ maps or using pu$lished -P/s create and schedule a concurrent program to

import and con)ert PO receipt information from standalone sstem into intransitshipment receipt and recei)e corresponding shipment lines in the host sstem





7,1 Create and A))ro3e o8 order in "ost S#ste$

- manufacturing 0o$ order 'ill $e created in the host sstem( /f host is an EBS sstem* 0o$ orders can $e created through forms or using W/P open interfaces( The 0o$ order issent to manufacturing sstem

Please refer to “Oracle Wor# in Process !sers Guide” for detailed information on how to create 7ob

orders.

7,2 Create and A))ro3e %nternal Orders>%ntransit Shi)$ent in "ost S#ste$

When the 0o$ is completed in the legac manufacturing sstem* the host needs tocomplete the 0o$ order and create an internal order or inter org transfer to mo)e thefinished goods from plant to 'arehouse or 7C(

7,7 Shedule Conurrent /rogra$ to E=trat Shi)$ent *ata

Customers can e&tract the internal order lines to $e shipped $ scheduling the +CreateShipment Batches, concurrent program( :or more details on the program please refer tosection 3(2(2( /f the material is transferred using an inter org transfer transaction then the

data can directl $e e&tracted from material transaction ta$le of the host sstem(

7,< Transfor$ Shi)$ent .e6uest to E6ui3alent /O and /o)ulate /O %nterfae Ta8lesof Standalone S#ste$

-s an implementation step* the sstem integrator 'ill need to con)ert the shipment orinter org transfer data into an eui)alent purchase order against 'hich standalone'arehouse can recei)e the finished goods 'hen it is recei)ed from the manufacturingplant( This can $e achie)ed $ 5

• sing pu$lished -P/sAIie's # Sstem integrator can create and schedule aconcurrent reuest to e&tract shipment data for internal orders or inter org data

from material transaction( The data should then $e transformed into an eui)alentpurchase order against 'hich standalone sstem can recei)e the material(

• sing O7/ Maps # :or more details on ho' to create and configure an O7/ map*please refer to Standalone WMS /ntegrations 'hite paper

The data 'ill $e inserted into purchasing interface ta$les of the standalone sstem( ThePO num$er should $e same as the internal order or intransit shipment num$er tomaintain the reference $et'een the t'o sstems(

7,, %$)ort and /roess /O in Standalone S#ste$

Please refer to /n$ound Material :lo' Section 3(=(3 to get details on ho' to import andprocess PO in a standalone sstem(

7,- .eei)t of Material in the WarehouseWhen material is phsicall recei)ed in the 'arehouse* it is recei)ed against thepurchase order in the distri$uted 'arehouse( sers can configure the put a'a rulesusing WMS rules engine to direct the users to put a'a the material to appropriatelocations $ased on the $usiness constraints(


7,? %$)ort .eei)t Confir$ation in "ost S#ste$

-s an implementation step* sstem integrators can uer the 1eceipt Confirmation )ie'

directl to fetch all the ne' receipts for 'hich confirmation has not $een sent to the hostsstem( The 'ill then need to con)ert the PO receipt of the standalone instance into an

Oracle Corporation Confidential Page 3? of 46




eui)alent internal orderAintransit shipment receipt and insert the data into recei)inginterface ta$les of the host sstem( This can $e achie)ed $ 5


• sing pu$lished -P/s # Sstem integrator can create and schedule a concurrentreuest to e&tract the receipt data from standalone sstem and insert intorecei)ing interface ta$les of the host sstem(

The host sstem should process the receipt information o$tained from the standalonesstem and update its in)entor records so that internal orderAintransit shipment can $eclosed( -lso the program should $e a$le to distinguish these PO receipts from othersupplier PO receipts 'hich 'ill $e processed as PO receipts in the host sstem( Hou canuse the supplier to distinguish the receipts 'hich are done for finished goods recei)edfrom the plant( These receipts 'ill $e plaed $ac% as internal order receipt or intransitshipment receipt in the host sstem( :or this ou can either create a dumm supplier orsetup plant as a supplier( -n PO receipts ueried from the )ie' against this dumm

supplier 'ill then $e plaed $ac% as internal order or intransit shipment receipt in the hostsstem(

7,+ Other Considerations

1. The standalone 'arehouse ma also store and suppl the ra' material to theplant( :or this the host 'ill ha)e to create an internal orderA intransit shipmentto mo)e the ra' material from 7C or 'arehouse to manufacturing plant( Sincethe standalone sstem 'ill not support an manufacturing transactions* theplant organiation 'ill not $e mapped into a standalone instance( Thestandalone instance might perform an alias issue to issue out the ra' material'hich should $e imported as an internal order or intransit receipt in the hostsstem( Please refer to /nternal Material Transfer Process flo' section 3(3 to

get more details on ho' to create and process an internal order to mo)ematerial in a standalone scenario(

2. :or model B descri$ed a$o)e* if the dedicated storage area is a separate'arehouse then it 'ill $e an internal material transfer or inter#org scenario(Please refer to /nternal Material Transfer Process section 3(3 for more details(

#. :or model B descri$ed a$o)e* if the dedicated storage area is a su$in)entor'ithin the plant organiation* then it 'ill $e a su$in)entor transfer process'here finished goods are transferred to the dedicated su$in)entor once the 0o$ is completed( -s an implementation step* sstem integrators can createprogram to perform -lias or Miscellaneous receipt into the finished goodssu$in)entor in the standalone sstem for all the su$in)entor transfers* 'hichhappen $et'een shop floor and finished goods area in the host sstem(

Assu$)tions – Some of the %e assumptions for the manufacturing to 7C material flo'descri$ed a$o)e are summaried again 5

=" -ll the reuired reference data must $e created in ad)ance in the standalone sstem$efore shipment reuest is sent(

2" The organiation in the host sstem is a 7istri$uted organiation(3" The shipment reuest num$er generated $ the Create Shipment Batches program

must $e a uniue num$er(4" The PO num$er in the recei)ing instance is same as /SO num$er or intransit

shipment num$er of the host sstem(

Oracle Corporation Confidential Page 3@ of 46




8" The manufacturing plant must $e defined as supplier in the standalone sstem(

7- %n3entor# Manage$ent

7-1 %n3entor# Ad4ust$ents

/n case of a distri$uted !or standalone" 'arehouse* the host sstem needs to trac%in)entor of material at different 'arehouses so that it can plan and source material( -part from receipts and shipments* there are some other processes 'hich can updatein)entor in a 'arehouse( This includes ad0ustments due to ccle counts* miscellaneousreceipts and miscellaneous issues etc( The 'arehouse needs to send such in)entorad0ustments to the host sstem( :igure $elo' gi)es an o)er)ie' of the steps in)ol)ed in

snchroniing in)entor $et'een the host sstem and the standalone 'arehouse sstem(

The standalone solution 'ill pro)ide a )ie' !MT G -7STME>T G SH>C G P G I"* 'hich 'ill pro)ideall the detailed information for the follo'ing transactions 5 ccle count and phsicalin)entor ad0ustments* miscellaneous issue and receipts* account alias issue andreceipts* su$ in)entor transfers* mo)e order transactions* staging transfer transactions(

The )ie' 'ill e&tract the information for all the ad0ustment transactions for 'hichconfirmation has not $een sent( -s an implementation step* sstem integrators 'ill needto e&tract the ad0ustment information from this )ie' and transform it to populate thematerial transaction interface !MT/" ta$le in the host sstem( This can $e done $ eitherof the follo'ing 'as 5






• sing pu$lished -P/s # Sstem integrator can create and schedule a concurrentreuest to e&tract the ad0ustment data from standalone sstem and insert intointerface ta$les of the host sstem(

- ne' flag !T1->S-CT/O> G EDT1-CTE7" in the MT G M-TE1/- G T1->S-CT/O>S !MMT" ta$le has $eencreated* 'hich can $e updated using pu$lic -P/s to indicate the status if the ad0ustmentconfirmation has $een sent to the host sstem or not( Customers can update the flag 'ithan )alues 'hich can indicate an of the follo'ing statuses 5

> 5 -d0ustment confirmation not sent to the host sstemSent But Pending Confirmation 5 -d0ustment confirmation sent to the host sstem $uta'aiting confirmation if host sstem recei)ed it successfull or not(Sent Confirmed # -d0ustment confirmation successfull recei)ed $ the host sstem(

:or simplicit* it is recommended that the host sstem creates an alias receipt or issues

against the ad0ustments done in the standalone sstem* e(g( creating an aliasissueAreceipt for ccle count or phsical in)entor ad0ustments in 'arehouse( :or greatercontrol and )isi$ilit* the host sstem can also ha)e a one to one mapping of thead0ustment transactions e(g( populating the ccle count interface of the host 'ith cclecount ad0ustments done in 'arehouse and then processing these interface records(

/n order to maintain a reference of ad0ustment transactions in the host sstem* it isrecommended to populate the transaction reference field in Material Transaction /nterface!MT/" of the host sstem 'ith the transaction /7 field of the MMT in the standalonesstem for all the ad0ustment transactions 'hich ha)e $een sent and successfullrecei)ed in the host sstem(





" o s t S # s t e $

S t a n d a l o n e

S # s t e $ Perform ad0ustment

transactions e(g(Ccle countad0ustment

Process thead0ustment

transactions

/n)entor -d0ustments


Populate ad0ustment

information into materialtransaction interface

Please refer to Standalone WMS O7/ 'hite

paper for more details on ho' to use O7/s(

Figure 1,: O3er3ie! of %n3entor# Ad4ust$ents S#nhroni0ation

7-2 On "and Balanes

The host sstem needs to trac% accurate on hand $alances in the standalone sstem(

This is reuired for order fulfilment and planning purposes( The standalone solution 'illpro)ide a )ie' MTGO>9->7GSH>CGPGI that 'ill pro)ide the details a$out the onhand uantit of items li%e total on hand uantit* lot and serial details* snapshot date etc( -s an implementation step* sstem integrators can e&tract the information from this )ie'and create a report to compare 'ith on hand $alances in the host sstem on a periodic$asis( On hand $alance can $e in the form of a flat file or DM file depending on the $estmethod that the host sstem can ma%e use of( -n mismatch $et'een the host andstandalone 'ill indicate that transactions are not reconciled $et'een the t'o sstems andcan ser)e as a trigger to initiate the snchroniation process(

/f the on hand $alances $et'een the t'o sstems are not same then users need to ma%esure that all the receipt and shipment confirmations ha)e $een sent to the host along 'ith

an ad0ustments transactions( /f the discrepancies still persist then the might need tocompare the transactions histor $et'een the t'o sstems and ta%e appropriate actionsfor the missing transactions(

7? S#nhroni0ation of .eferene *ata

/n order to e&ecute a$o)e flo's* reference data such as item* customers* and )endors !orsuppliers" needs to $e snchronied $et'een the host sstem and the standalonesstem( :igure $elo' gi)es an o)er)ie' of the steps in)ol)ed in snchroniing referencedata $et'een the host sstem and the standalone sstem( /t should $e noted that thehost sstem is the o!ner of reference data(

Customers can use Oracle 7ata /ntegrator !O7/" for all data related integrations i(e( tosnchronie the reference data as 'ell as transactional data li%e Purchase and sales





order from the host sstem to standalone and receipt confirmations and shipment ad)icesfrom the standalone to host sstem( O7/ can $e used as data transfer tool since 5

• O7/ is designed for migrating and transforming data across data$ase instances

• O7/ has the a$ilit to migrate data across different data$ase technologies( Thismeans standalone instance and E1P do not need to $e of identical -pplications

)ersion or 17BMS release(

• O7/ has the a$ilit to directl in)o%e 'e$ ser)ices if the customer 'ants to $passthe open interface and perform the transactions in real time(

• O7/ has a ournaliing capa$ilit that disco)ers 'hich transaction records arene'( This needs to $e used to facilitate incremental snchroniation(

:or more details on O7/ mappings and configurations in Standalone WMS* please referto Standalone WMS /ntegrations 'hite paper(

B2B or %ntegration La#er se Oracle O7/ or Create program to e&tract item*

supplier and customer data from the host sstem andinsert into Oracle Standalone WMS open interfaces

"ost S#ste$

/nterface for the host sstem

Oracle StandaloneWMS Sstem

/nsert records in Oraclestandalone sstem open interface

Customer Open

/nterface/tem Open /nterface

Supplier Open

/nterface

-P/s

Orale Standalone WMS O)en %nterfaes

Figure 1-: O3er3ie! of referene data transfer fro$ lega# s#ste$ to orale

standalone s#ste$





7?1 %$)ort %te$ %nfor$ation

One can import items from an source into Oracle Standalone Sstem using the itemopen interfaces( /t allo's ou to con)ert in)entor /tems from another in)entor sstem*migrate assem$l and component items from a legac manufacturing sstem* con)ertpurchased items from a custom purchasing sstem* and import ne' items from a Product

7ata Management pac%age( Hou can also import item categor assignments( This can $edone simultaneousl 'ith process of importing items* or as a separate tas% of importingitem categor assignments onl(

When items are imported through the item open interface in standalone sstem* it cancreate ne' item in item master organiation* update e&isting item* or assign e&isting itemto additional organiations( Hou can specif )alues for all the item attri$utes* or ou canspecif 0ust a fe' attri$utes and let the remainder default or remain null( The /tem/nterface also lets ou import re)ision details* including past and future re)isions andeffecti)it dates(

Sstem /ntegrators must e&tract item information from the host sstem and inserts the

records into the item and item categor interface ta$les of standalone sstem( -fter ouload item* re)ision* and item categor assignment records into these interface ta$les* oucan run the /tem /nterface program to import the data( The item interface assigns defaultsto missing data* )alidates the data* and imports the ne' items or modifies e&isting items(

:or ease and simplicit* it is recommended to define the items as plain item and maintainin)entor at aggregate !su$in)entor" le)el in the host sstem 'hile maintain specificin)entor controls li%e lot or serial control for the item in the standalone sstem( /n certainscenarios* if the host sstem 'ants to maintain the e&act details then the item andlocation controls can $e same in the host and standalone sstem( (

Please refer to “Oracle In"entor%8s Open Interfaces and PIs manual” for information on

how to use “Item Open Interfaces” to update item information in standalone s%stem.

7?2 %$)ort Su))lier %nfor$ation

One can import suppliers* supplier sites and their contacts into Oracle StandaloneSstem using the Suppliers open interface( Sstem /ntegrators must e&tract the supplierinformation from the source sstem and inserts the records into the supplier interfaceta$les( -fter ou load supplier* supplier sites* and supplier contact records into theinterface ta$les* ou can run the Suppliers /nterface program to import the data( TheSuppliers /nterface assigns defaults to missing data* )alidates the data and then importsthe ne' suppliers or modifies e&isting suppliers in the standalone sstem(

Please refer to “Oracle Pa%able8s Open Interfaces and PIs manual” for detailedinformation on how to use “Supplier Open Interface” to update Supplier information.

7?7 %$)ort Custo$er %nfor$ation

One can import customers from an source into Oracle Standalone sstem using theCustomer open /nterface( With this interface* ou can create ne' customers or updatee&isting customers( Sstem /ntegrators must e&tract the customer data from the sourcesstem( The data can then $e transferred into customer interface ta$les( Once the importdata is loaded into the interface ta$les* ou can run Customer /nterface to )alidate thedata* default an missing data* and con)ert it into $ase customer ta$les(Please refer to “Oracle $ecei"able8s Open Interfaces and PIs manual” for detailedinformation on how to use “-ustomer Open Interface” to create and update -ustomer

information in the standalone warehouse s%stem.





7+ Sales Order and /urhase Order Manage$ent

The standalone sstem 'ill need a mechanism to uer the shipment reuests andpurchase orders sent $ the host sstem( :or this* users in standalone sstem 'ill ha)eaccess to the Order Organier* Sales Order* Purchase Order Summar and Purchase

order forms(

Order Manage$ent

What is Su))orted

• sers can uer the shipment reuest sent $ the host sstem and its currentstatus using the shipment reuest num$er( The shipment reuest num$er 'ill $ethe sales order num$er in the standalone sstem( The can also uer theshipment reuests using other criteria li%e customer* order date* ship to etc(

• sers can use the Sales Order form to manuall create and $oo% a sales order inthe standalone sstem 'hen the integration laer is do'n and shipment reuestcan not $e sent or recei)ed( This 'ill allo' the 'arehouse to create and process

orders 'hich are critical(• sers can pic% release the $oo%ed sales order* perform pic% and ship confirm the

deli)er(

What !ill not 8e su))orted

• >o accounting or costing implications of the transactions performed in thestandalone sstem(

• Standalone sstem 'ill not support ad)anced pricing(

• sers cannot in)oice for the sales order created in a standalone sstem( These'ill $e a ship onl sales order(

• 7ata reconciliation $et'een manuall created SO and actual shipment reuest

needs to $e done 'hen sstem is up and running( /t is not recommended to createsales order manuall in the standalone sstem as data reconciliation effort could$e significant(

/urhasing

What is Su))orted

• sers can uer the purchase orders sent $ the host sstem( The purchase ordernum$er in the standalone sstem should $e the same as purchase order num$er inthe host sstem( Purchase orders can also $e ueried using other criteria li%esupplier* item* ship to location etc(

• sers can use the Purchase Order form to manuall create and appro)e a

purchase order in the standalone sstem 'hen the integration laer is do'n andpurchase orders can not $e sent or recei)ed(

• Perform the receipts against the manuall created purchase orders in thestandalone sstem(

What !ill not 8e su))orted

• >o accounting or costing implications of the transactions performed in thestandalone sstem(

• sers cannot initiate the Paa$les for the receipts performed in standalonesstem(

• 7ata reconciliation $et'een manuall created purchase order and actual

purchase order 'ill not $e as high as in case of order management( Standalone





sstem needs to ma%e sure that purchase order num$er in the standalone sstemis same as in the host sstem(

Orale Standalone WMSA)ril 2@@Author: .ahul Mehta &.ahulMehtaoraleo$(

Orale Cor)orationWorld "ead6uarters,@@ Orale /ar!a#.ed!ood Shores CA <@-,SA

World!ide %n6uiries:/hone: G1-,@,@-?@@@Fa=: G1-,@,@-?2@@!!!oraleo$

Orale Cor)oration )ro3ides the soft!are that )o!ers the %nternet

Orale is a registered trade$ar of Orale Cor)oration arious)rodut and ser3ie na$es referened herein $a# 8e trade$arsof Orale Cor)oration All other )rodut and ser3ie na$es$entioned $a# 8e trade$ars of their res)eti3e o!ners

Co)#right H 2@@ Orale Cor)oration

All r(ghts reser)ed.

http://www.oracle.com/

