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Oracle Warehouse Management Pick Release Overview

There is no required
Select setup for this step after
Delivery Lines the organization and
to Release shipping parameters
are set. There is
required run time data
entry

This document is intended to describe all No required setup or


Create Move
processes that happen between Pick run time data entry
Order Lines
Release and the user siging on to accept required
picking tasks in WMS. This document is
only intended to provide an overview of
the steps required. For a more detailed Allocate
Move Order This is a required step
discussion of implementing and trouble
Lines with required setup
shooting each step, please refer to the
WMS User's Guide and the WMS
implementation Guide.

Assign Pick This is a required step


Slip Number with required setup

Click each node on the process flow to


Cartonize the Ths is an optional step.
the right to be taken to a list of setup There is required setup
Allocations
steps required for that step to execute if you wish to use it.
correctly

Assign This is a required step


Task Type with required setup

Ths is an optional step.


Merge There is required setup
Tasks if you wish to use it.
Click Here for the WMS
Pick Release Trouble
Shooting Guide
Ths is an optional step.
Split Tasks There is required setup
if you wish to use it.

User Accepts
Tasks This is a required step
with required setup
I pick released but I got no
tasks available
You selected auto pick
confirm when pick releasing.
Double click here to go to
Release Rule setup
Pick Selection Failed. Double
Click Here to go to Release
Rule Setup Yes

Items must be reservable to be picked in


No WMS. Change the organization item
Is the item
Staged attribute and start over
reservable?
Ready for Release

Go to Shipping
What is the
Transactions form Allocation Failed. Double Click
delivery line Backordered
and get Delivery Here to go to Allocation Setup
status?
Line Status

Released to Warehouse

Go to the Task Type assignment failed.


Is ther a User No Double Click Here to go to Task
Warehouse
Task Type Type Assignment Setup
Control Board &
assigned?
query the task

Yes

You aren't qualified to perform


Someone manually Pending the task. Double Click here to
assigned the task to What is the go to Task Dispatch Setup
Queued
another user in the status of the
control board task?

Dispatched

Somone else has been assigned the


task. Either they have accepted it or
they are workin on another task in the
same pick grouping. Double Click Return to Pick
here to go to Pick Methodology setup.
Release Setup
Pick Release Selection

What this Does Select Delivery Lines (Delivery Details) to be released for
picking to the warehouse
The delivery line status will be "Ready for Release"
when queried in the Shipping Transactions form. If the
How to Tell if this failed line is "Staged", release worked but you either set auto
pick confirm to yes or the item was non reservable (see
setup)
Create a Release Rule with the Selection Criteria that would select
the appropriate delivery line(s). (optional).
How to Set this Up Navigate
(Desktop Warehouse Manager Responsibility)
Setup->Warehouse Configuration->Rules->Pick Wave->Release
View the Setup Rules
User Interfaces 1. Give the rule a name
2. Enter the selection criteria required to select the delivery lines
3. If you are using WMS to pick with tasks, set auto allocate to
yes and auto pick confirm to No
4. Save
5. In Organization items form, make sure the item is transactable
and reservable
Run-time Steps Release Pick Waves (aka Pick release)
Navigate
(Desktop Warehouse Manager Responsibility)
View the
Outbound->Release Pick Waves
Runtime User 1. If you set up a Release rule, enter the rule name in the release
Interfaces rule field
else
1. Enter selection criteria that will select the delivery lines

Bare Minimum setup Proceed with Run time steps and enter selection criteria in the Pick
(bypass Setup steps) release form. Release rules do not have to be set up.

If the Release Process was successful in selecting lines to be released, after the pick release request
ends, the delivery lines will be in status "Released to Warehouse", or Backordered"

Back to
Process
Flow
Allocation

Determines where material comes from (subinventory, locator,


What this Does lot (optionally serial and LPN), selects staging subinventory
locator. The output of this is a transaction suggestion which
will become a task.

How to Tell if this failed The delivery line status will be "Backordered" when
queried in the Shipping Transactions form

How to Set this Up 1. Set up the strategy search order for the organization for picking.
Make sure source organization is on the search order.
2. Create a picking rule that will select material for allocation. Make
sure it is not so restrictive that it will never find acceptable material.
3. Assign the rule to a strategy.
View the Create 4. Assign the strategy to a business object on the delivery line. if this
Pick Rule Page is the first picking strategy being created, assign it to the Source
Organization on the delivery line.
4. Set up the strategy search order for the organization for put away.
Make sure source organization is on the search order.
5. Create a put away rule that will select material for allocation.
Make sure it is not so restrictive that it will never find acceptable
material.
6. Assign the rule to a strategy.
7. Assign the strategy to a business object on the delivery line. If
there is already a put away strategy assigned to the organization,
make sure that the last rule in that strategy has minimal restrictions so
that they system will let you "put away" an item to a staging lane.

Run-time Steps None. This process happens automatically at allocation.

Bare Minimum setup Navigate (Desktop Warehouse Manager responsibility)


Setup->Warehouse Configuration->Warehouse Parameters
(bypass Setup steps) Go to Warehouse tab
In the field called picking enter "Default Picking Rule"
In the field called put away enter "Default Put Away Rule"
View the Bare
Minimum These are unrestrictive rules that will be used if no valid strategy
Setup Page assignment exists. This will make pick release allocate successfully
even if no other rule setup is done.
After patchset H this will be done automatically

If the Allocation Process was successful, after the pick release request ends, the delivery lines will be
in status "Released to Warehouse"

Back to
Process
Page
Pick Methodology Grouping (aka Pick Slip Grouping)
Groups allocations (now tasks) according to pick methodology
What this Does so that users are dispatched tasks in groups (by sales order,
subinventory etc.). This grouping will override task/resource
setups. So once someone is given a task in a given group,
they will get all tasks in that group regardless of qualifications.

Lines are always grouped, but they may not be grouped


How to Tell if this failed in the way you would expect or want.

How to Set this Up Create a Grouping Rule.


Navigage in the Warehouse Manager desktop responsibility
Setup->Warehouse configuration->Rules->Pick Wave->Pick Slip
Grouping
1. Create a new rule. If you want to use a seeded pick methodology,
View the Pick enter the methodology and save. If you want to create your own, give
Methodology it a name and select the criteria for grouping tasks.
Setup Page
2. You must have at least one grouping rule to setup shipping
parameters and to pick release.
Note: when you apply this rule at pick release, every allocated line
that shares the selected criteria will be given to a single user for
picking .
(Optional) if you have created release rules, you can save the pick
slip grouping rule on the release rule or you can save it on the
Shipping parameters form as the default for the organization.

Run-time Steps If you have saved the pick slip grouping rule on the release rule or the
shipping parameters, you will not have to enter it at pick release.
Otherwise, you will have to enter the value when you Pick release

Bare Minimum setup There is no getting around this setup step. You must have at least
one pick slip grouping rule and it is a required field on the Shipping
(bypass Setup steps) Parameters form.

If the Pick Slip Grouping was successful, each line in mtl_material_transactions_temp will have a
pick_slip_number and each task that will be grouped together will have the same pick_slip_number
value

Back to
Process
Flow
Cartonization
Suggests packed configurations for material to be picked. If it
is used, the user will see not only the task to pick material but
What this Does
the LPN and container item into which they need to pick. Is
used in consolidation while picking for a "pick and pass" flow.
When the user accepts a task, there will be no To LPN
How to Tell if this failed and Container item field at the bottom of the page.
1. Create cartonization categories for the items and the containers.
How to Set this Up These are categories in the seeded Container Items and Contained
Items category sets. You will need one category in each set. The
ordered items need to be assigned to the contained item category
View
and the container items need to be assigned to the category in the
Cartonization Container Item set.
Setup Page 2. Assign dimensions and weights to the ordered item
3. Assign volume and weight capacity to the container items
4. In the organization parameters form, set the cartonization enabled
parameter to enabled or at subinventory level
5. If cartonization is enabled at subinventory level, enable it in the
subinventories from which picked material must be cartonized.
6. For best results, you should set up LPN labels to print at pick
release so that users can scan the lpn in the pick by label page to be
automatically given the tasks that need to be picked into the LPN.

Run-time Steps None. this will happen automatically if you set up cartonization
correctly.

Bare Minimum setup This is an optional feature. If you don't want cartonization, you don't
(bypass Setup steps) need to use it. If you do want cartonization, you can also set up the
container-item relationships in the Shipping Container Load
relationships form. Cartonization would still have to be enabled at the
organization or subinventory level but the data in the Shipping form
would replace the category assignments step.

If the Cartonization was successful, the picker would see not only the task details but also the To LPN
defaulted and the container item field filled out when they go to Accept Next Task

Back to
Process
Flow
Task Type Assignment

Assigns task type to a task. This will determine who is


What this Does
capable of completing the task.

Query the task in the control board. The user task type
How to Tell if this failed
field will be blank if no task type was assigned.

How to Set this Up 1. Create a task type (bom standard operations) for each type of
picking task that requires a different combination of people skills or
equipment.
Navigate in Warehouse Manager desktop responsibility
Setup->Warehouse Configuration->Tasks->Standard Task Types
Enter a code, enter a department. You must enter a task type (in this
View Task
case Pick)!
Type Setup
2. Set up task type assignment rules to identify when each pick task
is of that task type.
Navigate
Setup->Warehouse Configuration->Rules->Warehouse execution-
>Rules
3. Assign a default task type to the organization so that even if all
rules fail to return a type some default task type is assigned to each
picking task so that someone can do the work
Navigate (from Warehouse manager desktop)
Setup->Warehouse Configuration->Warehouses->Warehouse
Parameters
in the warehouse tab, fill in a value for default picking task type.

Run-time Steps None. this will happen automatically if you set up task type
assignment rules correctly.
Bare Minimum setup
(bypass Setup steps) If you only have one task type and all users in the warehouse are
capable of performing that task, you only need to create one task
View Bare
Minimum
type, assign it to a department and make that task the default picking
Setup Form task type for the organization on the Warehouse Parameters form.

If the Task type assignment was successful, when you query the task in the control board, there will
be a value in the user task type field.

Return to
Process Flow
Task Merge

Merges tasks with same source item, subinventory & locator


What this Does created in one pick release run if bulk picking is enabled. Thi
is not a required feature or setup.

How to Tell if this failed User will receive individual tasks, each for the delivery
line qty instead of one task with the sum of the delivery
line quantities.

How to Set this Up There are 2 ways to do this: at the pick slip grouping rule level or at
the item level.
To do this at the item level:
1. Go to the organization items form and check the bulk picked
View Bulk checkbox in the inventory tab for those items for which tasks can be
Picking Setup
merged. These items will be bulk picked regardless of the pick slip
Page
grouping rule used at pick release.
To do this at the pick methodology level
1. Go to the pick slip grouping rule form, create a pick slip grouping
rule that uses the Bulk Pick methodology. This will group orders into
the same pick slip that have the same item/revision/subinventory/
locator.

Run-time Steps None. Tasks will automatically be merged if you have enabled bulk
picking.

Bare Minimum setup You must go through the setup in order to bulk pick. Bulk picking is
(bypass Setup steps) not required. You can pick without this feature.

If the Task Merge was successful, when you accept tasks you will see one task per item/subinventory/
locator combination.

Return to
Process
Flow
Task Split

What this Does Splits tasks that are too large to be completed by the smallest
equipment capable of performing the task. This is an optional
step. If equipment is not used, it does not have to be done.

Query the task in the control board. If you see one task
How to Tell if this failed
that is too large for the equipment, they did not split.

How to Set this Up 1. Create equipment items for the equipment you use. For each
item, specify the weight and volume capacity on the item.
2. Create equipment resources for each group of equipment items
View Task
that can fulfill a different task type (eg pallet jacks vs carts). In the
Splitting Setup resources form click the equipment button and enter the items
Pages created in step 1 that are of that equipment type.
navigate in warehouse manager desktop responsibility
setup->warehouse configuration->resources->resources
2. Assign the resources to the department used for warehouse
picking.
Navigate (from Warehouse manager desktop)
Setup->Warehouse Configuration->Resources->Departments
3. Assign the resources to the task types that those resources can
fulfill
Navigate (from warehouse manager desktop)
Setup->Warehouse configuration->Tasks->Standard Task types
Query the task type, click the resources button and enter the
equipment resource that can perform that task.

Run-time Steps None. Tasks will automatically be split if you have setup equipment
with capacities to perform the tasks.

Bare Minimum setup You must go through the setup in order to split tasks. Task Splitting is
(bypass Setup steps) not required. You can pick without this feature.

If the Task Split was successful, when you accept tasks you will see tasks divided into workable
quantities.

Return to
Process
Flow
Task Dispatch

Matches tasks to the assigned user or to the next


What this Does appropriately trained user. Note that this is required even if
you use pick by label or manual pick to get to the tasks.
If in the Shipping Transactions form, the delivery line is
How to Tell if this failed released to warehouse but you get no tasks available,
you were not dispatched the task.

How to Set this Up 1. Setup task types as described on the Task Type assignment page.
2. Setup employee skill sets. In general you will need one per task
type unless you have other equipment requirements. In the on this
page, click the employee button and enter the employees who have
this skill set.
View the Task Navigate in warehouse manager desktop
Dispatch Setup Setup->Warehouse Configuration->Resources->Resources
Forms 3. Assign the resources to the department to which the tasks are
assigned.
navigate in warehouse manager desktop
setup->warehouse configuration->resources->departments
4. Query each picking task, click the resources button and indicate
the employee resource (human skill set) who can perform the task.
Navigate (in warehouse manager desktop)
setup-.warehouse configuration->tasks->standard task types

Run-time Steps None. Tasks will automatically be split if you have setup equipment
with capacities to perform the tasks.

Bare Minimum setup You must have at least one task type and one resource defined for
(bypass Setup steps) picking to take place. You can go through the bare minimum setup
for task types, then create a single resource (type human), assign all
picker employees to that resource, assign the resource to the
department and then assign the resource to the task type.

If the Task Dispatch was successful, when you click accept next task, or enter the task id for manual
pick or the LPN for pick by label you will be taken to the task page.

Return to
Process
Flow
Pick Release Rule
Setup: Order Tab
Give your rule a name. This
will be the name that people These are the dates
use every time they wish to within which users will
apply this rule in pick release be able to use this rule.
so make the rule name easy If you want to keep
for others to understand. using it. Don't fill in the
end date.

Special Note: If you


check this box, only These fields will all be used
delivery lines for sales to query the delivery lines
orders that already that will be pick released.
have reservations will The delivery lines that do not
be released. meet these criteria will not be
released when you apply this
Go to the rule.
Shipping Tab
Pick Release Rule
Setup: Shipping Tab

Ship Method, Priority, NOT QUERY


Ship From are all CRITERIA! This
further query criteria determines which NOT QUERY
which will determine document set will be CRITERIA! This field
which lines get printed after the lines determines the rule
released. are allocated. used to sequence the
lines for allocation in
the event of short
supply.

If this box is checked,


only lines that have been
assigned to deliveries will
be released.
NOT QUERY
CRITERIA! This will
determine if the system
Go to automatically creates
Inventory deliveries for the lines
Tab that are released.
Pick Release Rule
Setup: Inventory Tab

NOT QUERY CRITERIA! This


More Query Criteria determines the staging subinventory
and locator that will be assigned to
the lines that are released. Note that
this criteria specification will be
validated using the put away rules. If
the put away rules will not allow you
to put material in this location, the
delivery lines will backorder.
NOT QUERY CRITERIA! Pick slip grouping rule is the
pick methodology that will be applied to this batch. Auto
allocate will imediately create tasks upon pick release.
Go back to Set this to No if you want to simulate and test out rules.
Pick Release Otherwise, set it to yes for easiest processing. Auto pick
Setup Flow confirm will automatically complete the tasks without any
user confirmation. This will bypass tasks, LPNs and other
WMS features. You can use this in a WMS organization
but ONLY if you are picking from non LPN controlled
subinventories or inventory inaccuracies will result
Run Time Pick Release
You don't have to fill in
any data in this form if
you have already
created a release rule
(see setup). Just
indicate the rule you
want to use and click
concurrent or online.

Pick Release is a
Return to Pick
concurrent request.
Release
Note that this looks You can set up the
Selection
exacly like the Setup request to run at
Page
form. If you don't build regular intervals based
a rule at the outset, you on the release rule you
will essentially build a created in the setup
new rule with every steps.
pick release.
Create Pick Rule

There are no restrictions in this


tab, the system will allocate any
available material for the sales
order. It is best to start with this
kind of rule and build restrictions
over time.

Go to Strategy
Creation Page
Create Pick Strategy

Now that a rule is created, we need to add these rules to a


strategy in order that they will be called to create allocations for
the orders. If customers have specific restrictions for which
you are building a strategy, start with the more restrictive rules
and finally, end with the least restrictive rule (like the one
above).

Continue to
Create a Strategy
Search Order
Create Strategy Search
Order for Picking

We now indicate the order in which the system should search


for strategies when pick releasing. Start with the most
specific cases (the entities that have the most stringent
requirements like customers) and end with the most general
(such as the organization). You will not be able to assign a
strategy to an entity no tlisted here.

Note: If your put away strategies are all very specific (eg put the item in the item
location in the Forward Pick area), they will cause pick release to backorder. Make
sure you have an unrestricted rule at the end of your put away strategies or create a
new put away strategy with an empty rule and assign it to the transaction types Sales
Order Pick and Internal Order Pick so that pick release will run uninterrupted.

Go to Strategy
Assignments
Create Strategy
Assignment for Picking

Here, you must assign the strategy to the business object that has
those requirements. For the most generic assignment that can be
used in all pick release runs, assign the strategy to your
organization as shown here.

Return to
Allocation Flow
Page
Bare Minimum Setup
for Allocation

Fill in these default rules and pick release


will be able to allocate any available
material and drop it in whatever location Return to
was specified at pick release (the staging Allocation
subinventory and locator) Page
Bare Minimum Setup
for Allocation

Either enter a pick methodology in the top field to


use a system defined grouping rule or select your
own group by criteria in the section below.

Return to Pick
Methodology
Page
Cartonization Setup

Create the Same


category in each of
these category sets.
The category sets
are pre-Seeded for
you.

Continue to
Cartonization
Category
Setup
Cartonization Setup

Assign the items to the appropriate categories in the


contained item cateogry sets. Assign the
corresponding container items to the categories in
the container item category set.

Continue to
Cartonization
Item Setup
Cartonization Item
Setup

All of these fields need


to be filled in for the These fields must also
items to be cartonized be filled out for the
and the container to be containers.
suggested.

Return to
Cartonization
Page
Department Setup

Create a Department and assign all resources you


have created for WMS purposes to this department
by clicking the resources button

Continue to
Create Task
Types
Create Task Types

Create the pick task types here. Be sure to fill in the


Task Type field with the value "Pick" for sales order/
internal order picking tasks. In the Department
Field, fill in the department you created in the last
step.

Continue to
Create Task Type
Assignment
Rules
Create Task Type
Assignment Rules

Create the rule that would allow the system to identify


when a task is of each type. The system will go
through each rule in order of their weight from highest
to lowest until a rule is able to return a value

Return to
Task Type
Page
Minimum Setup for Task Type
Assignment

Create one task type and put the task type


in this fields. With no additional rules, all
tasks will be stamped with this task type.

Return To
Task Type
Setup Page
Bulk Picking Setup

In order to bulk pick, set the bulk picked attribute on the item or
create a pick slip grouping rule using the "Bulk Pick" Pick
methodology

Return to
Task Merging
Page
Task Splitting Setup: Creating
Equipment Item

Create an item to model your


equipment. Give the equipment item
a maximum load weight, volume, You will also need to make sure that the
dimensions and weight. Be sure to items to be picked have weights, volumes
check the equipment box. You may and dimensions
need to check the container item box
as well in order to add the rest of the
physical attributes.

Continue to
Associate this
Item to an
Equipment
Resource
Equipment Resource Setup

Create an equipment resource for the item created in the previous step. Then click the
Equipment button and enter your item created in the last step to tie the item to the resource.

Continue to the
Equipment
Task Setup
Page
Equipment Task Association

Query the Task Type you've created where the tasks need Return to
to be split to fit the equipment. Click the Operation Task Splitting
Resources button and enter the equipment resource you Page
created in the last step. None of the other fields on this
page matter to WMS execution
Employee Setup

In Order to pick, all users must be set up as employees in Oracle HR. Create an employee for each of
your users. Users cannot share the same employee.

Continue to
Associate the
Employee to a
skill Set
Employee Resource Setup

Create a resource to model a particular skill set that


your employees have. Click the employees button and
list the employees who have this skill set. In upcoming
steps, this skill set will be linked to the task type these
people can perform.

Continue to
Associate this
Resource to a
Department
Department Resource Setup

Associate your employee resource to the Department


you set up for picking when you set up Task Types

Continue to
Resource Task
Type
Association
Resource - Task Type
Association

Link the Task Type created previously to the employee


resource you just created. Now any employee
associated to that resource can perform this tasks of
this task type

Return to
Task Dispatch
Page

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