So out of these groupings emerges a sort of CEO and executive agenda. How will you grow your business this year and in the coming years? The good news is that there are continued signs of global economic recovery. In fact, 80% of the world’s top corporate CEOs said in a recent survey that their primary objective has shifted from cost-cutting to revenue growth. And you see that focus reflected in this agenda. However that renewed focus on growth puts new demands on the business. [NEXT] ============================================= [ Note to Presenter: The next few HIDDEN slides elaborate on each of these agenda items. In most cases you can skip ahead -- because the next question, is if these are the things that CEOs care about, what standing does a software company have to talk about these things?]
Previous to Release 12, Oracle EBS had 2 inventory modules, one serviced discrete industries and business practices and the other was part of the Oracle Process Manufacturing suite and serviced process industries such as chemicals, pharmaceuticals, food and beverage, textiles and other non discrete industries. Oracle Order Management, Procurement and Advanced Supply Chain Planning applications supported both inventory modules. Each module supported its own manufacturing, costing and quality applications.
In R12 and beyond there will be only one inventory module supporting both process and discrete organizations. Note that the organization type distinction (process vs discrete) will still be required as the manufacturing, costing and quality applications are not converging in this release. Although Oracle Inventory will integrate with both product suites, users must still determine their organization type in order to indicate which costing application, which production application and which quality application they will use.
The secondary UOM is included in the Material Workbench, showing the on-hand in both primary and secondary UOMs. Availability is also calculated using secondary UOMs if applicable. Process attributes added include: Grade control lots Expiration dates re-test dates
Notice in the receipt page, the addition of the secondary quantity field. This allows the user to enter the secondary quantity at receipt and all subsequent transactions. This field will be defaulted according to the defaulting logic setup on the Item Master, but can be changed by the user within the deviation tolerances setup on the Item Master. Notice also the on-hand and available is shown below in both the primary and secondary UOMs. Every transaction form now allows entering a secondary UOM and quantity, if the Item is dual UOM controlled. If another module in the e-Business Suite or a third party application posts a transaction to Inventory via the transaction open interface that does not indicate the secondary quantity, the default conversion will be used
Quality Control and product lifecycle issues may require that certain material, although stored in a ready to use state in the warehouse or production facility, may not be usable for certain applications. A lot that has not yet passed inspection should not be shipped to a customer or consumed in production. A warehouse location that has been discovered to have erroneous inventory balances should not be included in available to promise calculations. The functionality previously only available to Oracle Warehouse Management users that enable users to assign a material status to the material in an inventory lot, serial, subinventory or locator and to use that status to restrict transactions is now available to all Oracle Inventory users. Those material statuses will dictate which transactions can be performed on the lot, the serial or the material that is stored in the subinventory or locator. In addition, Oracle's planning applications and Inventory's availability calculations can now take the material status into consideration when determining availability. Users can determine whether or not product of a particular status can be reservable, included in ATP calculations or netted in production planning. Using material status warehouse employees, materials managers, production planners and customer service representatives will be provided with a more granular and accurate picture of the inventory that is available for them to use for each business purpose. Oracle Shipping Execution, Receiving, Advanced Planning & Scheduling, Inventory and the Process Manufacturing Modules will honor material status
Unified view of Lot and Serial Genealogy Provides both lot and serial genealogy in a single view Displays genealogy through the job for lot and serial components Displays direct genealogy for the exact lot and serial component details ‘ Source’ tab displays the child genealogy in both job and direct fashions ‘ Where Used’ tab displays the parent genealogy in both job and direct fashions This screenshot depicts Where Used tab of the unified view of lot and serial genealogy with the appropriate tabs enabled which include Work Order Details, Serial Details, Lot Attributes, Material Transactions, etc.
Planned crossdocking involves pre-allocation of an incoming supply source to a given demand source. It is a demand driven planning. There are 2 components to planned crossdocks – crossdock planning and crossdock execution. When demands are placed, system checks to see if there are any planned inbound material that will be coming to the warehouse around the same time when the outbound shipments are required to be shipped to satisfy that demand. If it finds any such matches based on business rules, system plans to use those incoming supplies for this demand. This part is known as crossdock planning. Later, when material arrives at the warehouse, it is moved directly to the shipping area for fulfilling this demand. This part is known as crossdock execution. In this release, planned crossdocks of supplies to demands can be created based on business rules and this process is triggered during the pick release process.
Opportunistic Crossdocking involves dynamic allocation of incoming supply source to a demand source on receipt. The assignment is ‘postponed’ until the material is received into the warehouse As compared to planned crossdock, opportunistic crossdock is a supply driven crossdock. Here, planning is done at the time of material receipt. When material arrives at the warehouse, system checks to see if there are any demands that need to be fulfilled now that could be fulfilled using this material, based on business rules. If it finds any such matching, then the received material is moved directly to the shipping area for fulfilling this demand. In this release, opportunistic crossdocks of supplies to demands can be created based on business rules and this process is triggered during the receipt of material.
Crossdocking allows warehouses to increase its operational efficiency by transferring inbound material directly to an outbound area. It bypasses the inventory-holding function of a warehouse while still allowing it to serve its consolidation and shipping functions. Prior to this release, crossdock execution had many limitations such as outbound staging to default locator, lack of consolidation support, etc. With this feature, crossdocking can be planned in the warehouse using a set of crossdock criteria. The system can identify cross docking opportunities in the warehouse by comparing expected receipts and outbound shipments. When a cross docking opportunity is identified, the scheduled inbound receipt is pegged to the outbound shipment. A specific inbound receipt is identified based on whether the warehouse wants to maximize cross docking or minimize wait time. In this release, Opportunistic cross docking has been enhanced such that cross docking occurs on the basis of cross dock criteria. In addition its no longer necessary to have backordered sales orders to perform opportunistic cross dock. The execution of cross docking has been streamlined as well. This feature extends the Advanced Task Framework in the cross dock execution process. Features such as consolidation, suggestion of staging lane, creation or merge with an outbound delivery etc. can be leveraged to better support your cross docking material handling processes.
This slide shows a cross dock peg created by pick release process. It is stored in our reservation entity. A new parameter, “cross dock” has been added to the reservation entity. When a cross dock peg is created, the status of the delivery line changes to “Planned for cross docking”. When the material is received, this status changes to “Released to Warehouse”. In this example, one sales order is planned to be fulfilled using a combination of on-hand inventory and an incoming purchase order. Notice that the Cross dock attribute is “Y” for the reservation against purchase order. Cross dock reservations can not be created or modified using the reservation form. Also, they can not be deleted if the supply source is “receiving”. If the supply source is receiving, then a cross dock task must have been created. If operator does not wish to use cross dock for that demand, it should delete the cross dock task itself.
Labor costs constitute a major portion of the operating expenses in a distribution center. Warehouse managers need a system to log user performance, accurately measure how much work has been completed and is left to complete, and reward employees accordingly. The Oracle Labor Management feature provides valuable analytics that will help distribution managers optimize their resources. This feature allows you to view the amount of time that specific events within the warehouse would take, as well as define a benchmark for employees to strive for in terms of productivity. Engineered Labor Standards (ELS) benchmarks can be set by the distribution manager. This feature will compare the deviation of the actual productivity versus the expected productivity for individuals and groups of work. It will allow the warehouse manager to compare expected to actual times taken to perform work, forecast the amount of labor required and optimize labor usage. The two main analyses offered by the Labor Management feature are the Expected resource/time requirements analysis and the Labor Productivity analysis.
The user interface uses that historical data to tell you how long it is going to take to complete the work you have pending on the floor based on those task times and the number of resources you have available. Managers can use this information to reassign people throughout the floor as required to get the work done. The Work Outstanding chart to the Right shows a listing of all the outstanding work in the warehouse, broken down by functional activity. The Warehouse Productivity chart shows the productivity performance of the entire organization. Clicking on the warehouse will show the productivity listing detailed by activity area.
The first shows you historical average task execution times by task type and allows you to input your resource utilization data as well as the number of people you typically assign to each job function (receiving vs. picking etc). The labor management system can indicate to you when you’re average times are exceeding a tolerance you state around typical task completion rates so that negative trends can be immediately identified and resolved.
Clicking on an individual user in the Labor Productivity report will show that user’s performance broken down by activity area, such as Inbound Receiving and Outbound Picking. This view may help managers decide what tasks to assign certain users based on how well they perform in different activities. The user’s overall productivity summary is shown at the top of the page as well. The same screen that is available for a user can be seen for an organization as a whole. This allows the user to analyze the performance of an organization across different activity areas.
With this release, Oracle Warehouse Management can be used to execute work required for parts picking and other maintenance work order resource and material transactions. WMS will be able to dispatch tasks for parts required for Oracle Enterprise Asset Management and Oracle Complex Maintenance, Repair and Overhaul work orders as seamlessly as tasks are dispatched for sales orders, production work orders, replenishments and other material requests. The WMS control board can be used to monitor, summarize, and reprioritize those tasks as required. Thus if the maintenance manager calls the warehouse manager inquiring on the status of their parts requests for a given job, the warehouse manager can respond with the number of parts remaining to be picked, who has the goods and the estimated time required to finish the pick(s). If the order is escalated, the warehouse manager can increase the priority of all tasks for the work order or assign them to an individual for faster picking.
Material Consolidation across deliveries This new feature allows to consolidate material across deliveries in a staging lane Material can optionally be consolidated to an LPN. When consolidating multiple deliveries The outermost consolidation LPN cannot have any loose material. All the LPNs inside the outermost LPN, whether nested further or not, cannot have material from more than one delivery. Allows consolidating material during Pick Drop, Staging Move, Mass Consolidate, and Cross dock. Appropriate consolidation can be achieved via the outbound operation plans and their selection rules.
This slide summarizes the new and changes features that are available for RFID Compliance for this release. In this release, RFID Compliance framework has been significantly enhanced to support EPC generation for serials and standard pack quantities. It is also enhanced to provide EPC support for inbound and outbound ASNs, to support EPC generation and cross-reference, and enhanced EPC verification features for serial and GTIN based EPC. Also, our label and printing solution have been enhanced to provide support for label sets and rules based printer selection
The key setup steps are: First define RFID parameters for the organization. Make sure that the RFID profiles have been defined. Define RFID devices. Assign devices to business events. Define label formats and/or label sets. Define rules for label format or label set selection. Define rules for printer selection The following processes are supported for RFID enablement – Direct receipt Standard or Inspection routed receipts LPN load LPN Load and ship
This slide shows an example of seeded PDF templates. This one is for Commercial Invoice. Some things to consider on the report layout are: XML publisher lets you define your report using broadly accepted tools such as MS word etc. Within Word you will be able to choose the information you want, where you need it to be printed and any fonts, colors, or logos you prefer for the report. You can start by copying the seeded RTF (Rich txt Format) template provided with Shipping Execution and modifying it or you can start from scratch an define any desired report layout you prefer. Please refer to XML Publisher documentation for more information on template creation.
A web service is an application functionality that is turned into a “service” that can be consumed by other applications. In release 9, PeopleSoft CRM applications offer web services in the area of orders, leads, cases and customers. PeopleSoft FMS offers web services in the area of OFAC, Digital Signatures, Certified Documents, send and receive bill/invoice . PeopleSoft HCM offers web services in the areas of person, job data, photo, address, phone . PeopleSoft SCM will offer web services in the area of procure-to-pay, vendor validation, and customers. BPEL or Business Process Execution Language is a standard language put forward by Oracle, IBM, Microsoft, and SAP to define composite Applications or process-centric Applications. It is an umbrella of standards and technology to reduce the cost and complexity of developing, deploying and managing a new class of connected applications. Using BPEL, customers can develop Business Processes that are portable across products from different vendors. Such portable processes eliminate the lock-in that customers faced when they used EAI or Business Process Management solutions from pure-play solution providers Oracle’s BPEL Process Manager provides a map between applications to orchestrate how the services created by an application should be used by other applications. These services can be consumed in a logical sequence or in parallel. BPEL Process Manager also provides portals/interfaces on each of the applications to receive or send the services. These portals/interfaces also work with web user interfaces to facilitate an action using a “service” and an external website. Oracle’s BPEL Process Manager is the only solution in the industry that offers advanced capabilities: Native BPEL Support rather than import-export translation of BPEL for performance and scalability Parallel Execution and Compensation to allow multiple steps to be executed in parallel with the ability to rollback or compensate steps across systems Can be used across different applications from different vendors Enables monitoring and messaging Can be used to integrate with web content Using web services and the BPEL Business Process Manager will help you: Link applications together to improve efficiencies of a business process Better inform decision makers with cross application information (better data/results/processes, better decisions) Deliver strong, automated controls over entire process (automating and integrating more of the process) Reconfigure app integration more easily than recustomizing software
03 r12 mrp_fr_logistics_overview
Oracle Inventory and Warehouse ManagementWhat’s New in Release 12Carole Sheridan-Weir
Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Management ChallengesGlobalization creates unique challenges in managing… Compliance Mandates Competitors Increased and varying The introduction of the regulatory / security internet eliminates requirements exert additional borders making all burdens on businesses markets global markets Customers & Employees Suppliers Sell any product, anywhere; Margin pressures force companies to search for Manage employees and goods & services anywhere material across geographic in the world resulting in and cultural boundaries complex supply networksCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
To Meet These Challenges, Businesses Must… Think Globally to make the right decisions Work Globally to be more productive Manage Systems Globally to lower cost and increase performanceCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Release 12 Enables You To… Think Globally Work Globally Manage Systems Globally Make more informed and compliant decisions with a global view of customers, suppliers, products, and operations
View Global Inventory R11i10 view of Inventory for Process & Discrete Industries Order Management Procurement ASCP OPM Inventory Discrete Inventory OPM OPM OPM WIP Costing QualityProduction Costing QualityCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
View Global Inventory R12 Consolidates your inventory view, regardless of manufacturing method Order Management Procurement ASCP Oracle Inventory OPM OPM OPM WIP Costing QualityProduction Costing QualityCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
View Global Inventory Simplicity in a consolidated view of inventory Maintain One Item Master Add Process Attributes to Item Definition Dual Quantity Tracking for any item Central View of Inventory On-hand balances in one application Inventory transacted by one system Integrated Supply Chain Seamless integration to other products like WMS & MSCA available to Process usersCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
View Global Inventory Capture and transact with process attributes View onhand and availability in both UOMsCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
View Global Inventory Support dual quantities in all logistics transactions Enter receipts with secondary quantityCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
View Global Inventory Manage material lifecycle with material statuses Visibility to product holds in ATP and other planning calculations Control transactions on a lot, serial or material in a subinventory or locatorCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
View Global Inventory Unified view of lot and serial genealogy in a single inquiry View Parent Assembly- Component Direct Genealogy Relationship Enforce component returns Genealogy Report Genealogy Through JobCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Report on Operations Real-Time Make better and faster decisions at dramatically lower cost Daily Results, Flexible Periods Related links Flexible Comparisons Performance Measures (KPIs): Graphs / TrendsCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Release 12 Enables You To… Think Globally Work Globally Manage Systems Globally Increase productivity with global processes that cross applications, divisions, and regions
Manage Finances Globally Increase the efficiency of shared services and single database operations with streamlined PROCESSING, REPORTING, and ACCESS across Operating UnitsLedger Architecture • Limit accounts to those belonging to the Legal Entity an Organization belongs toLegal Entity Architecture • Validate all transactions and accounting are based and validated from the ledger-legal entityMulti-Org Access Control • Receive goods for any operating unit a user has access to CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Manage Finances Globally Recognize revenue and COGS based on customer acceptance Customers Region 1 Region 2 Customer Acceptance: Recognize revenue through user-directed events, or implicit Customers acceptance a number of days Region 3 Region 4 after ship confirmation COGs recognition: De-couple the event of shippingDistribution Center the goods from the recognition of COGS; defer until all contract contingencies have been Assembly fulfilled Plant CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Cross Dock Material for Efficient MovesMatch demand to incoming supply, before material arrives with planned crossdocking Sales Crossdock Purchase Order Decision Order Cross dock Planning Cross dock Execution Inbound Material Arrives •Peg demand to inbound receipt to maximize crossdocking, or minimize wait times •Backward schedule from planned shipment timeCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Cross Dock Material for Efficient Moves Dynamically match supply upon receipt to demand with opportunistic cross docking • Triggered at receipt of Purchase Cross dock Sales Order Order material Decision • Leverage same goals as Cross dock Execution planned cross docking • Forward schedule fromInbound Material Arrives receipt date to determine cross dock window CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Cross Dock Material for Efficient MovesIncrease material flow selectively by identifying eligible sources Designate eligible supply types Designate eligible demand typesCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Cross Dock Material for Efficient MovesPeg the material for the cross dock via reservations Reservation created with cross dock attributeCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Manage Labor Productivity Labor Management Data Collection and Reporting Task Performance Reporting • View historical task completion times • Task time trending • Warehouse employee work time allocation tracking Wave Progress Tracking • View number of tasks outstanding • Time to complete remaining work • Analyze potential resource reallocation to completeCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Manage Labor Productivity Summarize resource requirements, outstanding work and productivity Time Requirements Outstanding Work Summary Warehouse Productivity Summary ResourceRequirements CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Manage Labor Productivity Define standard resource information and establish your rating algorithm Work and Resource DistributionPerformance Measures Resource to Task Allocation CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Manage Labor Productivity Evaluate individual productivity for each activity, or look at an entire organizationCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Manage Asset Transactions Warehouse visibility to EAM and CMRO transactions Manage parts picking & resource transactions inEAM Business Flow WMS mobile user interfaces Work Requests Entry Material Request Work Scheduling Work Order Work Order Update Resource Planning Generation and Close Out Task Planning Forecasting Asset Performance CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Consolidate Material to Cut Freight Costs Improve transportation cost efficiency for complex routes• Material that shares the first leg of a trip: • Reduce freight costs by consolidating material that are destined for a deconsolidation center or freight forwarder • Pack items into the same pallet/container even if there are multiple ultimate destinations • Allows consolidating material during Pick Drop, Staging Move, Mass Consolidate, and Cross dock • Operation plans and selection rules provide the means to achieve appropriate consolidationCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Release 12 Enables You To… Think Globally Work Globally Manage Systems Globally Reduce implementation, integration, and management costs of global applications
Deliver Expanded RFID Generate RFID labels for outbound ASNs and capture on automated receipt• EPC generation for serials and standard pack quantities• EPC support for inbound and outbound ASNs• EPC generation and cross-reference• Label sets and formats• Rules based printer selection• Enhanced EPC verification for serial-EPC and GTIN-EPCCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Deliver Expanded RFIDSETUP PROCESS Start Ship Confirm Define RFID parameters Start receipt for the Organization Perform Perform RFID Define RFID profiles RFID enabled enabled LPN Load LPN Load Define RFID devices and Ship Perform RFID Perform Assign devices to events enabled RFID standard or enabled inspection Close truck Define label formats/sets direct Close truck routed on mobile receipt via public receipt LPN Ship API page Define rules for label format/set selection Define rules for printer Finish receipt Finish Ship Confirm selection Automated process CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Integrate with Material Handling Devices Integrate warehouse devices through a middleware framework • Seamless layer to integrate with material handling using devices like – Carousels, Conveyors, ASRS, Voice, etc., -- for achieving the efficiency goals • Flexible device definition and configuration capabilities • Flexible device response formats • Improved exception handling with workflowCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Pick Release in Parallel Multi-threaded pick release for high volume warehouses• Each item or ship set in a released batch can be allocated simultaneously• Continue to enforce: • Pick slip grouping rules • Cartonization • Ship sets • Document printing• Specify the number of threads available based on the available processorsCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Enable Workflow for Shipping Manage pick-to-ship events through an integrated workflow Manage Delivery Events Add granularity to existing order-to-cash workflow Build Workflow for Trips Create events, notifications based on a trip’s lifecycle Tie Delivery Lines to Shipments Assign delivery lines to deliveries and trips; Follow workflow events for the entire shipmentCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Enable Workflow for Shipping Insert Notifications at Pick-to-Ship event Points Add Customer Email Notification At Ship ConfirmCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Create Global Shipping Documents Produce regional or customer-specific documents in PDF format •Pick Slip •Packing Slip •Mailing Label •Bill of Lading •Master BOL •Commercial Invoice •Vehicle Load SheetCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Create Global Shipping Documents With XML Publisher, efficiently customize templatesCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Next Generation Business Process Mgmt Integrate Oracle, 3rd party & legacy applications to extend process automation • Quickly integrate heterogeneousOracle PeopleSoft Custom Order applications using an EBS Financials Application intuitive, graphical UI • Manage system • Standard Interfaces performance via web withBPEL Process Manager • Cross-application maps a user-friendly consoleBusiness Step Step Step Step Step • Reduce connectivity Process 1 2 3 4 5 headaches with pre-packaged, standard interfaces for applications and legacy systemsSiebel Freight New Web Forwarder Application • Built on widely adopted CRM industry standard language (BPEL) CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
R12 is the Global Business Release Think Globally to make the right decisions Work Globally to be more productive Manage Systems Globally to lower cost and increase performance Brought to you by Oracle Applications UnlimitedCONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract