Oracle Warehouse Management
Basic Setup Labs
Inbound Logistics – Opportunistic Crossdocking in
WMS
E-Business Suite R12.2.6
VERSION 1.0 | NOVEMBER 2017
Document Control
Change Record
Date Author Version Change Reference
Nov -2017 SP Chowdary 1.0 R12.2.6 Instance
Reviewers
Name Position
Michael Schubert Support GCS
Distribution
Name Location
Global Customer Support (GCS) Global Inventory Wiki
Edgar Arroyo Project Manager
INBOUND LOGISTICS – OPPORTUNISTIC CROSSDOCKING
Table of Contents
Introduction 3
Prerequisites: 4
Define an Opportunistic Crossdock Criteria 4
Crossdock Criteria Assignment 8
Setup Organization Parameters 10
Shipping Parameter Setup 11
Create Sales Order 12
Perform Pick Release of Sales Order 15
Review Sales Order after Pick Release 17
Diagnostic Tool 18
Review the Sales Order using the Sales Order Analyzer 18
Review the On Hand availability for the Item using Item Data Collection 19
Create Purchase Order 20
Diagnostic Tool- Review Purchase Order Using Receiving Analyzer 23
Receive Purchase Order via Telnet 25
Review Purchase Order Using Analyzer 28
View Reservation 29
Review the Item Reservations using Item Data Collection 30
Using LPN Diagnostics 31
Perform LPN Putaway 32
Review Purchase Order Details after Putaway 35
Review Sales Order details after Putaway 36
Using Shipping Transactions form 36
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Using Sales Order Analyzer 38
Using LPN Diagnostics 38
Review Item Reservation details After Putaway 40
Review the Item Reservations using Item Data Collection 41
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Introduction
This lab was prepared to demonstrate about the opportunistic Crossdock functionality in oracle warehouse
management.
Oracle Warehouse Management invokes opportunistic crossdocking when it generates Putaway suggestions. During
Putaway, if opportunistic crossdocking is enable for the organization, the system suggestions to drop the material to
staging directly. The rules workbench to determine the Crossdock criteria. If the system does not find Crossdock
criteria, then it uses the organization default Crossdock criteria.
Perquisites
Analyst should have a basic understanding of the below modules so that the labs can be well followed.
» Oracle Inventory
» Oracle Warehouse Management
» Oracle Order Management
» Oracle Purchasing
» System Administrator
Typographic Conventions Used in Oracle Application Navigation Paths in this document
(N) Warehouse Manager > Inquiry – > Warehouse Control Board
This simplified path translates to the following:
Choose Warehouse Manager Responsibility > Navigate Inquiry then Warehouse Control board. After selecting Source
and Status, you will see more options, enter Order numbers and then click on ‘Find’ button to query Tasks.
Notations Used in the Lab
» (N) = Navigator
» (M) = Menu
» (T) = Tab
» (B) = Button
» (H)= Hyperlink
» (ST) = SubTab
If you find any inconsistencies or have any questions, please email [Link]@[Link]
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Prerequisites:
In this example we will show how Opportunistic Crossdocking happens for a PO as Supply and Sales Order as Demand.
We will define an item and assign it to organization XW1.
Then we will create a PO for the item for quantity 10.
Then we create a Sales Order for the item for quantity 10.
Now we do PO receipt for quantity of 10.
When you try to do Putaway system will prompt you that crossdocking opportunity exists.
Execute cross docking.
Now below is the eligible criteria for the opportunistic Crossdock based on the following setups.
Eligible demands for opportunistic Crossdock:
o Sales Order (Backordered)
Eligible supplies for opportunistic Crossdock
o Receipts: PO
Opportunistic Crossdock – Forward scheduling
o Current Time is 11:00
o Supply arrives at 11:00
o Order Processing Time = 1 Hour
o Buffer Time = 1 Hour
o Crossdock Window = 2 Hour
Earliest departure time for crossdocking to a demand = Current Time + (Order Processing Time + Buffer
Time) = 11:00 + (1+1) = 13:00
Latest departure time for crossdocking to a demand = Earliest departure time for crossdocking to a demand
+ Crossdock Window = 13:00 + 2 = 15:00
Define an Opportunistic Crossdock Criteria
In this section, we are defining the opportunistic Crossdock criteria.
1. Login to the application and choose responsibility = Warehouse Manager
2. (N) Navigate: Setup>Warehouse Configuration>Rules>Warehouse Execution>Crossdock Criteria
3. Enter the below details for Crossdock Criteria:
Name = XX CROSS DOCK OPPORTUNISTIC
Description = XX CROSS DOCK OPPORTUNISTIC
Opportunistic Crossdocking check box = Enable(Yes)
4. Under Planning Tab, Enter the below details:
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Crossdock window = 2 Hours (Select Hours from the List)
Buffer Time = 1 Hours (Select Hours from the List)
Order Processing Time = 1 Hours (Select Hours from the List)
Crossdocking Goal = Maximize Crossdock(Select Hours from the List)
Schedule Demand any Time on Shipment Date = Yes (Enable)
Prioritize Documents = Yes (Enable)
Demand Schedule for Crossdock = Earliest Appointment Time (Select from the List)
5. Under Demand Tab, Enter the below details:
Select ‘Sales Order (Backordered)’ from Available Demand Sources List
(B) Press > to add ‘Sales Order (Backordered)’ as Eligible Demand Sources
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6. Press Save Icon to save the changes.
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Define Item
In This section defining a new item for this opportunistic Crossdock functionality testing
1. Login to the application and choose responsibility = Warehouse Manager
2. (N) Navigate: Setup>Material Setup>Items>Master Items
3. Select the organization as ‘XW1’ from list of organizations in change organization form
4. Enter the Below Details.
Item : XXW-OPCROSSDOCKITEM
Description: Opportunistic Cross Dock Item
5. (M) Click on the top Menu under “Tools”
6. Click on “Copy From”
7. Template: Finished Good
8. (B) Click on “Apply” then “Done”
9. Save (Ctrl-S).
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10. Assign your new item to XX-WMSOrganization1 (XW1).
11. Left side of the window .Click on Organization Assignment Tab.
12. Enable Assigned check box for Org XW1.
13. Save (Ctrl-S).
Crossdock Criteria Assignment
In this section we will show how to setup Crossdock criteria assignment using Rules Workbench
1. Login to the application and choose responsibility = Warehouse Manager
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2. (N) Navigate: Setup>Warehouse Configuration>Rules>Warehouse Execution>Rules Workbench
3. Enter the below details
Type = Opportunistic Crossdock (Select from the List)
Place the Cursor in Main section under Sequence value.
Press to add a new row
Seq = 20 (Enter the next available Sequence value)
Return Type = Value
Return Value = XX CROSS DOCK OPPORTUNISTIC (Select from the List of Values)
Item = XXW-OPCROSSDOCKITEM (Select from the List of Values)
Date Type = Always
Enabled = Yes (Enable the check box)
4. Press Save Icon to save the changes.
We created a new assignment with a sequence number. Lower the sequence higher the precedence.
Note: Always remember to run ‘Generate All Rules’ Concurrent program after you have defined any new rule or made
changes to existing rule.
(N)Navigate: Other > Requests > Requests > Run
Name: Generate All Rules
Press the (B) Submit.
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Setup Organization Parameters
In this section, we will show how to enable “opportunistic Crossdocking’ in Organization parameters form.
1. Login to the application and choose responsibility = Warehouse Manager
2. (N) Navigate: Setup>Warehouse Configuration>Warehouses>Warehouse Parameters
3. Select the organization as ‘XW1’ from list of organizations in change organization form
4. Select the Organization “XW1”
5. Select the “Warehouse” tab from the right Arrow from right side of the window.
6. Enter the below details:
Enabled = Yes (Check box Enabled)
Default Crossdock Criteria = XX CROSS DOCK OPPORTUNISTIC (Select from the list of values)
7. Leave all the default Values.
8. Press Save Icon to save the changes.
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Shipping Parameter Setup
1. Login to the application and choose responsibility = Order Management Super User, Vision Operations
2. (N)Navigate Setup>Shipping>Shipping Parameters
3. Select the organization as ‘XW1’ from list of organizations in change organization form
4. Select the Pick Release Tab.
5. Enter Below details:
Release Sequence Rule = All Standard Orders(select from the list of values)
Pick Slip Grouping Rule = Customer, Delivery(select from the list of values)
Print Pick Slip = At the End (select from the list)
Default Stage Subinventory = XX STAGING(Select from the List of Values)
Default Stage Locator = Press the List of Values.
o Enter the below details :
o Row = XXST
o Rack = 1
o Bin = 1
o Press Ok Button.
Auto Create Deliveries = Yes
Auto Allocate = Yes
6. Press Save Icon to save the changes.
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Create Sales Order
In this section, we will see show how to create a new sales order. We will be using Customer = Computer services and
Rental and create the sales order for the Item XXW-OPCROSSDOCKITEM and book it.
To create the sales order, perform the following
1. Login to the application and choose responsibility = Manufacturing and Distribution Manager
2. (N)Navigate : Order Management > Orders, Returns > Sales Orders
3. Select the organization as XX-WMSOrganization1 (XW1)
4. Enter the below data under the Main Tab:
Customer Number = 1006 , press <tab>
Price List = Corporate
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5. Press Others Tab and enter the below data:
Warehouse = XW1
6. Then press Lines Tab and enter the following for Line 1.1
Order Item = XXW-OPCROSSDOCKITEM
Qty = 10
UOM = Ea
Scheduled Ship Date = Today’s date
7. Under Shipping Tab, verify Warehouse is XW1
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8. Press ‘Book Order’ and book the order
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Note down the Order Number = 69380
Perform Pick Release of Sales Order
In this section we will show how to perform Pick release of the booked order in a WMS Enabled org.
1. Login to the application and choose responsibility = Warehouse Manager
2. (N)Navigate : Outbound Logistics > Release Pick Waves
3. Under Order Tab, enter the below details
Select ‘Unreleased’ as Orders
Select ‘69380’ as Order Number
4. Clear the Scheduled Ship and Requested dates
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5. Under the Inventory tab, enter the following data
Warehouse = XW1
Auto Allocate =Yes
Plan Tasks = No
Default Stage Subinventory = XX Staging
6. Press Concurrent to submit your request. Note the Request ID
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7. Go to (M) View > Requests and verify that concurrent request completed successfully.
Review Sales Order after Pick Release
Using Shipping Transactions form
1. Login to the application and choose responsibility = Warehouse Manager
2. (N) Navigate : Outbound Logistics > Shipment Planning & Transactions
3. In Query Manager form, Enter From Order number = 69380 and press the tab
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4. Press Find button
Notice the Delivery Detail line status shows as ‘Backordered’
Diagnostic Tool
Review the Sales Order using the Sales Order Analyzer
1. Run the sales order Analyzer from DOC ID 2038363.1 for the SO 69380 and review the Output
2. Under Shipping Section, Notice the Delivery Details Line status as “Backordered”
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Review On Hand availability for Item
In this section we will see the on hand quantity of the item from the Material Workbench form.
1. Login to the application and choose responsibility = Manufacturing and Distribution Manager
2. (N)Navigate: Inventory> On-hand, Availability > On-hand Quantity
Select the organization as XX-WMSOrganization1 (XW1)
3. Enable the On-hand check box under Material Locations
4. Enter the below details under Item Tab:
Item / Revision = XXW-OPCROSSDOCKITEM
5. Press the Find Button.
Notice that the there is no on-hand quantity for this item.
Review the On Hand availability for the Item using Item Data Collection
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1. Run the Item Diagnostics by following the note: "Oracle Item Data Collection" Diagnostic (See Doc ID:
463602.1).
In this Analyzer output we can see the on-hand quantity and reservations for the item. Verify the
Output for the on-hand Quantity.
Create Purchase Order
This section covers the following:
Creation of Standard Routing Purchase Order
Approval of Standard Routing Purchase Order
1. Login to the application and choose responsibility = Manufacturing and Distribution Manager
2. (N)Navigate : Purchasing > Purchase Orders > Purchase Orders
3. Select the organization as ‘XW1’ from list of organizations in change organization form
Enter the below Purchase Order Header details
Type = Standard Purchase Order
Supplier = Allied Manufacturing
Site = DANVILLE-CTR
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Ship-To = XX-WMSLocation1
Bill-To = XX-WMSLocation1
Description = XX-Crossdock PO
Under Lines tab, enter the below details(Select the Lines Tab)
Let Num default to 1
Let Type default to Goods
Item = XXW-OPCROSSDOCKITEM
Quantity = 10
Price: 100
Promised = Select today’s current date from List of Values(LOV)
Need By = Select today’s current date from List of Values( LOV)
Press Shipments button
Press Receiving Controls button
Receipt Routing = Standard Receipt
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4. Press OK button
Press ‘X’ icon to close Shipments window
5. Press Save Icon or use (Ctrl+S) to save the Purchase Order.
6. Note down the Purchase Order Number for next sections of the [Link] Order Number : 6596
7. Press Approve button
Note: How to create approver/user for Purchasing 2314513.1
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8. Press OK button to approve the purchase order
9. This completes the Purchase Order creation and approval process.
Diagnostic Tool- Review Purchase Order Using Receiving Analyzer
1. EBS Procurement Receiving Analyzer from -Doc ID: 2012304.1
The EBS Procurement Receiving Analyzer is a self-service health-check script that reviews receiving related data,
analyzes current configurations and settings for the environment, and provides solutions for known issues, feedback and
recommendations on best practices.
Below is the output for the PO created in this lab the analyzer is helpful to gathering all the data at once.
All the data related to the PO 6596 is captured.
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Purchase Order Header Information under Purchase Order Data Collection section
Purchase Order Line Information under Purchase Order Data Collection section
Purchase Order Shipments data under Purchase Order Data Collection section
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Purchase Order Distributions data under Purchase Order Data Collection section
Receive Purchase Order via Telnet
In this section we will cover the initial receipt for the Standard Routing Purchase Order.
1. Login using Mobile telnet application and choose responsibility = Whse Mgmt
2. (N)Navigate : Inbound > Receive > PO
3. Select the organization as ‘XW1’ from list of organizations in change organization form
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4. Enter the below
PO Num = Your purchase order number(6596)
5. Press the Enter key
6. Enter Line Num = 1
7. Press the Enter key
8. Press Enter key to confirm the Item
9. Press Ctrl-G to create an LPN
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10. Press the Enter Key
11. Press the Enter Key to Enter the To Sub = XX REC STA
12. Press the Enter Key to Enter the To Loc = XXRS.1.1
13. Press the Enter Key
14. Press Enter key to get to Qty field
15. Enter Qty 10
16. Press Enter key
17. Select Done
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18. Enter Carrier, Pick Slip, BOL, Waybill and Airbill as appropriate
19. Press Done
20. This completes the initial receipt
Review Purchase Order Using Analyzer
1. EBS Procurement Receiving Analyzer from -Doc ID: 2012304.1
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The EBS Procurement Receiving Analyzer is a self-service health-check script that reviews receiving related data,
analyzes current configurations and settings for the environment, and provides solutions for known issues, feedback and
recommendations on best practices.
Below is the output for the PO created in this lab the analyzer is helpful to gathering all the data at once.
All the data related to the PO 6596 is captured.
Purchase Order Shipments data under Purchase Order Data Collection section
Notice the Quantity Received
View Reservation
In this section checking the reservations and Crossdock status.
1. Login to the application and choose responsibility = Warehouse Manager
2. (N)Navigate : Inquiry > View Reservations
3. Select the organization as ‘XW1’ from list of organizations in change organization form
4. Enter the organization name = XW1
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5. Enter the Item = XXW-OPCROSSDOCKITEM
6. Include Crossdock check box = Yes (Enabled)
7. Press the Find Button.
Press the Supply Tab
Notice that the Crossdock Flag is “Yes”
Review the Item Reservations using Item Data Collection
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1. Run the Item Diagnostics by following the note: "Oracle Item Data Collection" Diagnostic (See Doc ID:
463602.1).
2. Verify the Output about the reservations and pending item transactions at receiving Subinventory.
Using LPN Diagnostics
1. Run the LPN Diagnostics by following the note: Note 1913250.1 - 12.1.x and 12.2.x License Plate Number (LPN)
Diagnostics Run from Desktop
2. Verify the output for the LPN that was received.
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Notice Table WMS_LICENSE_PLATE_NUMBERS shows the LPN related info. Notice the column
LPN_ID, LICENSE_PLATE_NUMBER,LPN_CONTEXT= 3 (Resides in Receiving)
Notice Table WMS_LPN_CONTENSTS shows the Quantity. Notice the column LPN_ID,
PARENT_LPN_ID, Quantity.
Notice table RCV_TRANSACTIONS shows the TRANSFER_LPN_ID, PO_HEADER_ID, and
PO_LINE_ID
Perform LPN Putaway
In this section we will show how the Crossdock execution happened during Putaway of the LPN which was received
earlier for the Standard Routing Purchase Order.
1. Login to the mobile telnet application and choose responsibility = Whse Mgmt
2. (N)Navigate : Tasks > Directed Tasks > Directed Move > Move Any LPN
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3. Select the organization as ‘XW1’ from list of organizations in change organization form
4. Enter the below Find Receiving Transactions Receipts details
LPN = Your LPN created from the Receipt
5. Press the Enter key
6. Click Enter on Drop
7. Press Enter key
8. Confirm the Subinventory
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9. Press Ctrl+B
10. Press F2 Key
11. Confirm Locator
12. Select Drop Full LPN
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13. This concludes the delivery of the purchase order
Review Purchase Order Details after Putaway
1. EBS Procurement Receiving Analyzer from -Doc ID: 2012304.1
The EBS Procurement Receiving Analyzer is a self-service health-check script that reviews receiving related data,
analyzes current configurations and settings for the environment, and provides solutions for known issues, feedback and
recommendations on best practices.
Below is the output for the PO created in this lab the analyzer is helpful to gathering all the data at once.
All the data related to the PO 6596 is captured.
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2. Review the Delivered quantity in the Purchase order Data Collection section.
Review Sales Order details after Putaway
In this section will see the sales order delivery statuses.
Using Shipping Transactions form
1. Login to the application and choose responsibility = Warehouse Manager
2. (N)Navigate : Outbound Logistics>Shipment Planning & Transactions
3. Select Lines from the query window and then put in the order number. In our case the order number was
69380. You will see that line status is “Staged/Pick Confirmed”.
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4. Select LPN’s from the query window and then put in LPN number. In our case the LPN number was
LPN237XX. You will see that LPN status is “Picked”.
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Using Sales Order Analyzer
1. Run the sales order Analyzer from DOC ID 2038363.1 for the SO 69380 and review the Output
2. Under Shipping Section, Notice the Delivery Details Line status “Staged”
Using LPN Diagnostics
1. Run the LPN Diagnostics by following the note: Note 1913250.1 - 12.1.x and 12.2.x License Plate Number (LPN)
Diagnostics Run from Desktop
Verify the output for the LPN that was received.
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Notice Table WMS_LICENSE_PLATE_NUMBERS shows the LPN related info. Notice the column
LPN_ID, LICENSE_PLATE_NUMBER,LPN_CONTEXT= 11 (Picked)
Notice Table WMS_LPN_CONTENSTS shows the Quantity. Notice the column LPN_ID,
PARENT_LPN_ID, Quantity.
Notice table RCV_TRANSACTIONS shows the TRANSFER_LPN_ID, PO_HEADER_ID, and
PO_LINE_ID,TRANSACTION_TYPE = ‘DELIVER’
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Review Item Reservation details After Putaway
In this section Review the reservations and Crossdock status.
1. Login to the application and choose responsibility = Warehouse Manager
2. (N)Navigate : Inquiry > View Reservations
3. Select the organization as ‘XW1’ from list of organizations in change organization form
4. Enter the organization name = XW1
5. Enter the Item = XXW-OPCROSSDOCKITEM
6. Include Crossdock check box = Yes (Enabled)
7. Press the Find Button.
8. Notice the Crossdock flag is No
Select the Supply Tab
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Review the Item Reservations using Item Data Collection
1. Run the Item Diagnostics by following the note: "Oracle Item Data Collection" Diagnostic (See Doc ID:
463602.1).
2. Verify the Output for the item reservations.
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