0
1© 2009 Oracle Corporation – Proprietary and Confidential
2Day, Date, 2004time p.m. ETTeleconference Access:North America: xxxxInternational: xxxxPassword: AdvisorWed., April 18, 2...
<Insert Picture Here>Picking and Using Picking Rules with OPM BatchesGlenn RuhlOracle Principal Technical Support Engineer
4The following is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may n...
<Insert Picture Here>Picking and Using Picking Rules with OPM BatchesGlenn RuhlOracle Principal Technical Support Engineer
6Agenda• OPM Picking Rules Overview• Auto Detail• Select Available Inventory• Picking – High Level Description• Picking Ru...
7Batch Picking Overview• Picking Rules in R12 replace the 11i AutoAllocationrules.• They are a way to select inventory bas...
8Auto Detail• Automatic creation of detailed reservations foringredients based on Picking Rules• Analogous to AutoAllocati...
9Auto Detail© 2009 Oracle Corporation – Proprietary and Confidential
10Select Available Inventory• Presents list showing the available inventory for aningredient line• Analogous to 11i Pick L...
11Select Available Inventory© 2009 Oracle Corporation – Proprietary and Confidential
12Select Available Inventory© 2009 Oracle Corporation – Proprietary and Confidential
13Picking• Creates move order to move material from storagelocation to shop floor for consumption in batch• For example, y...
14Picking Button© 2009 Oracle Corporation – Proprietary and Confidential
15Picking Rule Setup• You define picking rules for batches on the InventoryPicking Rules screen (or in WMS for a WMS-enabl...
16Inventory Picking RulesInventory -> Setup -> Rules -> Picking
17Rules Workbench• Rules must be assigned on the Rules Workbench• Specifies the selection criteria for the rules, which ru...
18Rules Workbench screenshotInventory -> Setup -> Rules -> Picking -> Assignment
19Rules Workbench screenshot 2Inventory -> Setup -> Rules -> Picking -> Assignment
20WMS Rule© 2009 Oracle Corporation – Proprietary and ConfidentialWhse Mgmt -> Setup -> Warehouse Configuration -> Rules -...
21Rules Hierarchy• First looks at Rules Workbench to find the picking ruleto use• If the situation does not fit the criter...
22Picking Process and Move Order• Must have a supply subinventory/locator on theingredient line, so picking knows the dest...
23Supply Subinventory© 2009 Oracle Corporation – Proprietary and Confidential
24Click the Picking Button© 2009 Oracle Corporation – Proprietary and Confidential
25Picking “Find Batches” Screen© 2009 Oracle Corporation – Proprietary and Confidential
26Batches Meeting Criteria are Displayed© 2009 Oracle Corporation – Proprietary and Confidential
27Batch List© 2009 Oracle Corporation – Proprietary and Confidential
28Move Order and Pick Slip Created© 2009 Oracle Corporation – Proprietary and Confidential
29Pick Slip© 2009 Oracle Corporation – Proprietary and Confidential
30Move Order AllocationInventory-> Move Orders -> Move Orders© 2009 Oracle Corporation – Proprietary and Confidential
31Move Order• Transacting the move order moves the material to thesupply subinventory and locator• The system also automat...
32Transact Move OrderInventory-> Move Orders -> Move Orders© 2009 Oracle Corporation – Proprietary and Confidential
33Troubleshooting• Things to check if you have onhand inventory butnothing is reserved or allocated by Auto Detail orPicki...
34Gotchas and Known Issues• On Rules Workbench, make sure you specify Job orSchedule in the Transaction Source field, othe...
35Gotchas and Known Issues• Bug 12884372 – If the Shelf Life Days field has anentry, the picking rule will not work with n...
36• To ask a question on thephone line, select *1 on yourphone.• To ask a question online, usethe Q&A area at the top.• Yo...
37Collaborate with a large network of your industry peers, support professionals, and Oracleexperts to exchange informatio...
38OPM Advisor Webcast Calendar andArchive (Doc Id 1064676.1)© 2012 Oracle Corporation – Proprietary and Confidential
39• Your feedback is a valuable part of ensuring theAdvisor Webcast program continues to meetyour needs.• Assist Oracle wi...
40THANK YOU© 2012 Oracle Corporation – Proprietary and Confidential
4141
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  1. 1. 1© 2009 Oracle Corporation – Proprietary and Confidential
  2. 2. 2Day, Date, 2004time p.m. ETTeleconference Access:North America: xxxxInternational: xxxxPassword: AdvisorWed., April 18, 201211:00 AM ET / 09:00 MTVOICESTREAMINGENABLEDTeleconference Access:Conference ID:38860493 or Oracle OPMNorth America:(866) 627-3315International:+1-706-758-7972Other Global Toll Free:Doc ID: 1148600.1Upcoming OPM Community Webcasts:May 16, 2012: On-hand Material Status: ChangingStatus For One Lot (Doc ID 1064676.1)June 20, 2012: To Be Announced (Doc ID 1064676.1)July 18, 2012: To Be Announced (Doc ID 1064676.1)For complete details OPM Webcast Events, please see Note1064676.1.okFor complete details on All Other upcoming Oracle AdvisorWebcast Events, please Note 398884.1.Do you have any requests for future Advisor Webcast Events?Please email your suggestions to bonnie.barstad@oracle.com,subject: Topics of Interest.Oracle Process Manufacturing (OPM)© 2012 Oracle Corporation – Proprietary and Confidential
  3. 3. <Insert Picture Here>Picking and Using Picking Rules with OPM BatchesGlenn RuhlOracle Principal Technical Support Engineer
  4. 4. 4The following is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may not be incorporated intoany contract. It is not a commitment to deliver anymaterial, code, or functionality, and should not berelied upon in making purchasing decision. Thedevelopment, release, and timing of any featuresor functionality described for Oracle’s productsremains at the sole discretion of Oracle.Safe Harbor Statement© 2012 Oracle Corporation – Proprietary and Confidential
  5. 5. <Insert Picture Here>Picking and Using Picking Rules with OPM BatchesGlenn RuhlOracle Principal Technical Support Engineer
  6. 6. 6Agenda• OPM Picking Rules Overview• Auto Detail• Select Available Inventory• Picking – High Level Description• Picking Rule Setup• Rule Defaulting Hierarchy• Picking and Move Orders – Detailed Description• Troubleshooting• Gotchas and Known Issues• References & Training
  7. 7. 7Batch Picking Overview• Picking Rules in R12 replace the 11i AutoAllocationrules.• They are a way to select inventory based on rulessuch as First In First Out (FIFO) or First Expired FirstOut (FEFO), and other considerations• Used for three different purposes in batches:– Auto Detail– Select Available Inventory– Picking per se
  8. 8. 8Auto Detail• Automatic creation of detailed reservations foringredients based on Picking Rules• Analogous to AutoAllocation for batches in 11i OPM• From Batch Details screen, go to Inventory > AutoDetail Batch or Auto Detail Line• Must be initiated as above, no “fully automaticautoallocation” when a batch is created as there wasin 11i, although you can automatically create highlevel reservations upon batch creation
  9. 9. 9Auto Detail© 2009 Oracle Corporation – Proprietary and Confidential
  10. 10. 10Select Available Inventory• Presents list showing the available inventory for aningredient line• Analogous to 11i Pick Lots• Uses Picking Rules as part of filtering criteria and insorting the inventory• Can be accessed from Tools menu on ItemReservation Window in batches, to select lots toreserve to the batch• Can also be accessed from the Material Transactionsscreen in batches to select lots to consume andtransact
  11. 11. 11Select Available Inventory© 2009 Oracle Corporation – Proprietary and Confidential
  12. 12. 12Select Available Inventory© 2009 Oracle Corporation – Proprietary and Confidential
  13. 13. 13Picking• Creates move order to move material from storagelocation to shop floor for consumption in batch• For example, you store ingredients in a raw materialwarehouse• You need to transfer this inventory to the shop floorbefore consuming it in a batch• Picking creates a move order to do this transfer, anduses the Picking Rules to allocate specific lots to themove order
  14. 14. 14Picking Button© 2009 Oracle Corporation – Proprietary and Confidential
  15. 15. 15Picking Rule Setup• You define picking rules for batches on the InventoryPicking Rules screen (or in WMS for a WMS-enabledorg)• Define the rules by with material will be selected– For example, First In First Out or First Expired First Out– Is partial allocation allowed?– Must only a single lot be selected?– Shelf Days – lot must not expire within this number of days
  16. 16. 16Inventory Picking RulesInventory -> Setup -> Rules -> Picking
  17. 17. 17Rules Workbench• Rules must be assigned on the Rules Workbench• Specifies the selection criteria for the rules, which rulewill be used when• Can specify by:– Organization– Item– Transaction source and/or transaction type (very important)– Date range, etc.
  18. 18. 18Rules Workbench screenshotInventory -> Setup -> Rules -> Picking -> Assignment
  19. 19. 19Rules Workbench screenshot 2Inventory -> Setup -> Rules -> Picking -> Assignment
  20. 20. 20WMS Rule© 2009 Oracle Corporation – Proprietary and ConfidentialWhse Mgmt -> Setup -> Warehouse Configuration -> Rules ->Warehouse Execution -> Rules
  21. 21. 21Rules Hierarchy• First looks at Rules Workbench to find the picking ruleto use• If the situation does not fit the criteria for any of therules as specified on Rules Workbench, then usesdefault set up on Organization Parameters, ATP,Pick, Item-Sourcing tab.• If no Org level default, then uses the system default –rule_id 2, Absolute LIFO (Last In First Out)
  22. 22. 22Picking Process and Move Order• Must have a supply subinventory/locator on theingredient line, so picking knows the destinationsubinventory/locator of the move order, i.e., where tomove the material to• Defaulting hierarchy for supply subinventory/locator– Org level default specified on Process Execution Parametersscreen– Item default specified on Organization Items screen– Can be entered or edited directly on Batch Details• Note that this field is not used to direct Auto Detail tolook first in this subinventory• If the ingredient already has a detailed reservation,the move order will use that instead of applyingpicking rules© 2009 Oracle Corporation – Proprietary and Confidential
  23. 23. 23Supply Subinventory© 2009 Oracle Corporation – Proprietary and Confidential
  24. 24. 24Click the Picking Button© 2009 Oracle Corporation – Proprietary and Confidential
  25. 25. 25Picking “Find Batches” Screen© 2009 Oracle Corporation – Proprietary and Confidential
  26. 26. 26Batches Meeting Criteria are Displayed© 2009 Oracle Corporation – Proprietary and Confidential
  27. 27. 27Batch List© 2009 Oracle Corporation – Proprietary and Confidential
  28. 28. 28Move Order and Pick Slip Created© 2009 Oracle Corporation – Proprietary and Confidential
  29. 29. 29Pick Slip© 2009 Oracle Corporation – Proprietary and Confidential
  30. 30. 30Move Order AllocationInventory-> Move Orders -> Move Orders© 2009 Oracle Corporation – Proprietary and Confidential
  31. 31. 31Move Order• Transacting the move order moves the material to thesupply subinventory and locator• The system also automatically creates a reservationof the inventory in the new location to the batch so itcannot be taken for something else© 2009 Oracle Corporation – Proprietary and Confidential
  32. 32. 32Transact Move OrderInventory-> Move Orders -> Move Orders© 2009 Oracle Corporation – Proprietary and Confidential
  33. 33. 33Troubleshooting• Things to check if you have onhand inventory butnothing is reserved or allocated by Auto Detail orPicking or shown on Select Available Inventory– Picking Rule setup and rules assignment– Available to Reserve and Available to Transact on MaterialWorkbench (Inventory -> Onhand, Availability -> – the onhandinventory may already be reserved– Material Status on Material Workbench – does it allowreservations, does it allow WIP Issue or Backflush Transfertransaction types– Expiration date on Lots form – are the lots expired, or will theyexpire within the number of days specified on the Shelf LifeDays field on the Picking Rule© 2009 Oracle Corporation – Proprietary and Confidential
  34. 34. 34Gotchas and Known Issues• On Rules Workbench, make sure you specify Job orSchedule in the Transaction Source field, otherwisesales order and batch picking rules can interfere witheach other and stop working.• For Picking itself, you must have supplysubinventory/locator on ingredient line, otherwise Pickingwill fail because it will not know the destinationsubinventory• If autoallocation for the move order line fails because ofa problem with picking rule setup, the move order linewill be canceled immediately – you do not have theoption of allocating it manually
  35. 35. 35Gotchas and Known Issues• Bug 12884372 – If the Shelf Life Days field has anentry, the picking rule will not work with non-expirationcontrolled items - all lots will be excluded• Bug 13966853 – Select Available Inventory is notsorting based on FIFO or FEFO as specified onPicking Rule – seems to be sorting alphanumericallybased on lot number– This does work correctly with Auto Detail and Picking, just notthe sorting of the display on Select Available. Note thatcreation date and expiration date are shown on the form,however, so you can select the correct lot.© 2009 Oracle Corporation – Proprietary and Confidential
  36. 36. 36• To ask a question on thephone line, select *1 on yourphone.• To ask a question online, usethe Q&A area at the top.• Your question will beread aloud in the orderreceived.• Question can also be askedon the ProcessManufacturing Community© 2012 Oracle Corporation – Proprietary and Confidential
  37. 37. 37Collaborate with a large network of your industry peers, support professionals, and Oracleexperts to exchange information, ask questions & get answers. Find out how your peers areusing Oracle technologies and services to better meet their support and business needs.• Exchange Knowledge• Resolve Issues• Gain ExpertiseVisit My Oracle CommunitiesVisit the My Oracle SupportCommunity now!!1. Log into My Oracle Support.2. Select the Community tab.3. Select the Enter Here button.4. Select the Community Namelink under the E-BusinessSuite section of the MyCommunities Menu on the leftside of the window.© 2012 Oracle Corporation – Proprietary and Confidential
  38. 38. 38OPM Advisor Webcast Calendar andArchive (Doc Id 1064676.1)© 2012 Oracle Corporation – Proprietary and Confidential
  39. 39. 39• Your feedback is a valuable part of ensuring theAdvisor Webcast program continues to meetyour needs.• Assist Oracle with the consistent delivery ofquality webcasts, and to help identifyopportunities for improvement.• Please take a moment to complete the AdvisorWebcast Assessment , which will be emailed toyou in the next week.• Your feedback is greatly appreciated.• You may also contact me directly atbonnie.barstad@oracle.com.Advisor Webcast Assessment© 2012 Oracle Corporation – Proprietary and Confidential
  40. 40. 40THANK YOU© 2012 Oracle Corporation – Proprietary and Confidential
  41. 41. 4141
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