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Upcoming Advisor Webcast Schedule
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Next Webcast: Crossdocking In WMS - Overview, Setup And Troubleshooting Oct 19th, 2016

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Oracle Advisor Webcast
Crossdocking In WMS- Overview, Setup
And Troubleshooting

Sudarsan Royam and John Chankaramangalam

October 19th 2016

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 3

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 decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 4

Oracle Advisor Webcast
Crossdocking In WMS- Overview, Setup
And Troubleshooting

Sudarsan Royam and John Chankaramangalam

October 19th 2016

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 5

Objectives
What is Crossdocking

How to Plan and Execute Crossdocking

Setup and Use Crossdocking

Troubleshooting

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Agenda

1 Crossdocking - Overview
2 Types of Crossdocking
3 Crossdock Planning and Execution
4 Setup and Process Flow

5 Demo

6 Troubleshooting

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 7

Crossdocking Overview
Material is received at receiving docks and then immediately moved to
the shipping docks for shipping

Inbound Material
Arrives

Warehouse
Outbound Material
Leaves

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 8

Types of Crossdocking
Planned Crossdocking
Demand is planned to be fulfilled Sales Crossdock Purchase
Order Order
using incoming supply. Decision

Happens at pick release Crossdock Planning Crossdock Execution

Use business rules to make Inbound Material

Arrives
Crossdock decision
Later, when material arrives, it is
moved directly to the shipping area
for fulfilling the demand

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 9

Types of Crossdocking Contd..
Opportunistic Crossdocking
Inbound material is dynamically
allocated to fulfill a demand Purchase Crossdock Sales
Order Decision Order
Happens at the time of receipt
Crossdock Execution
Uses business rules to make
Crossdock decision Inbound Material
Arrives
Material is moved directly to the
shipping area for fulfilling this
demand

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 10

Crossdocking Planning & Execution
Crossdock Planning
Define Criteria for Crossdock.
Define and prioritize eligible
Supply and Demand Sources
Define Crossdocking Goal.
Crossdock criteria is used for both
planned and opportunistic
Crossdocking.
Crossdock Execution
Create Or merge Existing Delivery
Determine final staging lane
Synchronize Inbound operation
plan with outbound consolidation
plan
Create Putaway tasks for
Crossdock during Receiving
Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 11
Setup and Process

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Crossdock Planning
Setup and Process Flow
Receive material in the
Run pick release to warehouse
Define Crossdock generate planned
criteria for Planned cross docks
and opportunistic
cross docks Check setup
Do planned
No for
cross docks
Check setup opportunistic
exist for this
Assign Crossdock for planned Crossdock
supply?
criteria to objects Crossdock
using rules
workbench
Can
Yes Yes opportunistic
Yes
Crossdock planned Crossdock
Define default be made?
Crossdock criteria
for opportunistic
Crossdock No No
Create Crossdock Create Crossdock
Fulfill demand
Reservation. Set tasks to Putaway the Putaway the material
using on-hand
WDD as Planned material to the to the storage area
inventory
for Crossdock staging area
Automated process

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 13

Crossdock Planning
Setup - Define Crossdock Criteria
Planned Crossdock Opportunistic Crossdock

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 14

Crossdock Planning
Setup - Define Crossdock Criteria
Crossdocking Time fences - Identify eligible supply sources (for planned
Crossdocking) or eligible demand sources (for opportunistic Crossdocking)
Crossdock Window (CW) : Wait Time
Order Processing Time (OPT) : Load/unload/move Time
Buffer Time (BT) : Safety margin
Past Due Supply Cut-off (PDS) : To exclude uncertain supplies

Crossdocking Goal - Choose one or more supply (or demand) sources from
the pool of eligible supply (or demand) sources
Maximize Crossdock (FIFO)
Minimize Wait (LIFO)
Custom

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 15

Crossdock Planning
Setup Define Crossdock Criteria
Eligible Supply Sources Eligible Demand Sources
( Planned Crossdock ) (Opportunistic Crossdock )

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 16

Crossdock Planning
Determine Eligible Supply
Planned Crossdock Backward scheduling
Current Time: 11:00 / Scheduled Ship time: 16:00
OPT = 1 Hr, BT = 1 Hr, Crossdock Window = 2 Hrs
Latest arrival for supply to be Crossdock = 16:00 (1+1) = 14:00
Earliest arrival time for supply to be Crossdock = 14:00 2 = 12:00
PDS Now Crossdock Window BT OPT
Scheduled
1100 1200 1300 1400 1500 1600 1700 Shipment

1200 1300
Scheduled
Receipt

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 17

Crossdock Planning
Determine Eligible Demand
Opportunistic Crossdock Forward scheduling
Current Time - 11:00, Supply arrives at 11:00
OPT = 1 Hr, BT = 1 Hr, Crossdock Window = 2 Hrs
Earliest departure for Crossdocking = 11:00 + (1+1) = 13:00
Latest departure time for Crossdocking = 13:00 + 2 = 15:00
NO NO YES NO
Now
Scheduled
1100 1200 1300 1400 1500 1600 1700 Shipment

1300 1400
OPT BT Crossdock Window Scheduled
Receipt

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 18

Crossdock Planning Setup Contd..
Determine expected arrival time for supply
Dock appointment time
Planned arrival date
Expected receipt date
Shipped date + Transit time
Promise date
Need by date
Determine expected departure time for demand
Dock appointment time
Planned departure date
Schedule ship date
Promise date

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 19

 Crossdock Planning Setup Contd..
Setup Assigning Crossdocking Criteria to Objects

Rule Types for Crossdocking

A specific Crossdock Criteria can be assigned to one or
more objects e.g. use Default Planned Crossdock
Criteria to identify supply for planned Crossdock, when
demand is for item rs_plan1 in Organization W1.

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 20

Crossdock Planning Setup Contd..
Setup - Define Crossdock Criteria for opportunistic Crossdock
Organization parameter setup

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 21

Crossdock Planning
Process For Planned Crossdock

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Crossdock Execution
Setup and Process Flow
PROCESS
SETUP

Receive material in the

Define inbound warehouse
operation plans
for Crossdock

Does No Can No
planned opportunistic Create
Crossdoc Crossdock Putaway tasks
Define default k exist? be made?
staging lane in
shipping Yes
parameters Yes
Merge to an Putaway the
existing delivery material to the
or create a new storage area
delivery

Create Execute Crossdock

Determine Crossdock tasks and Putaway
staging lane Putaway the material to the
tasks staging area
Automated process

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Crossdock Execution
Setup - Define Crossdock Operation Plan

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Crossdock Execution
Setup - Define Default Staging lane

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Demonstration

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Crossdocking Does Not Happen For
Drop ship purchase orders.
Lot indivisible or non-transactable or non-reservable items.
Documents with expense or shop floor destinations.
Non-WMS orgs . Org Has To Be WMS Enabled.
Direct ship order lines.
Ship set or ship model WDD lines.
Order Lines, Fulfilled by Secondary UOM, Are Not Considered for
Crossdocking.

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Crossdock Planning/ Execution Setup Issues
Verify Crossdock Criteria Setup
For Crossdock Time Fence validation, List of Eligible Supply/Demand Sources
Verify Rules workbench setup
Verify Org Parameters setup (for Opportunistic Crossdocking)
Verify Default Staging Subinventory/Locator Setup
Verify WMS Pick/Putaway Rules Setup
Verify Operation Plan related Setups.

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Debug Files Needed for troubleshooting Crossdocking Issues
For Planned Crossdocking
Pick release concurrent request Log with INV Debug Enbled.
Pre-generate Putaway Suggestions concurrent request Log with INV Debug Enabled.
For Opportunistic Crossdocking
Pre-generate Putaway Suggestions concurrent request Log with INV Debug Enabled
PLSQL Files
WMS_CROSS_DOCK_PVT - WMSCRDKB.pls (Body) / WMSCRDKS.pls(Spec)
WMS_XDOCK_PEGGING_PUB - WMSXDCKB.pls(Body) / WMSXDCKS.pls (Spec)
WMS_PUTAWAY_SUGGESTIONS - WMSPRGEB.pls (Body) / WMSPRGEB.pls (Spec)

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pick release Log file - Planned Crossdock

Start for Plan Crossdocking. Shows

the Demand (WDD) line and Item
being considered

Shows the Crossdock Criteria

details

Shows the Crossdock Criteria ID

and the Eligible Supply Source
considered

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pick release Log file - Planned Crossdock ( Contd.,)
Based on the Crossdock Criteria, it
shows the Number of Supply Lines
Considered and Out fo those which
of those was finally Pegged

Once successful, It creates a

Crossdock Reservation

End Of Planned Crossdock with

Return Status = Success

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pregenerate Putaway Log file - Planned Crossdock
Start of Pre-generate Program after
Receipt.

System Checks for Crossdock

Identifies material In LPN is

Planned for Crossdock

Determine Staging Lane

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pregenerate Putaway Log file - Planned Crossdock

Assign Operation Plan

Finally Generate Putaway Task to

Move the LPN .

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pregenerate Putaway Log file - Opportunistic Crossdock

Start of Opportunistic Crossdocking.

Show Pregenerate Putaway calling
to check for Crossdock

Shows default settings from Org

Parameters

System identifies the

Crossdock Criteria and calls
to perform Opportunistic
Crossdocking

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pregenerate Putaway Log file - Opportunistic Crossdock
Shows the WIP Demand considered
for Crossdocking

Create RSV to Link Supply and

Demand

Determine Staging
Lane

Crossdock is success and

System create Putaway
Task

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
Pregenerate Putaway Log file - Opportunistic Crossdock

Show the Supply Info and calculated

value for Crossdock window

Shows the system identified

eligible Demand Line. Then It
calculates Expected Scheduled
Ship date for Demand Line

Notice Schedule Demand

any time on Shipment Date
is checked..which means
demand can be scheduled to
ship anytime in that 24 hr
period

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Troubleshooting
For Planned Crossdocking :
After releasing the SO : After receiving the supply:
MTL_RESERVATION
MTL_RESERVATION
supply_source_header_id = NULL,
supply_source_header_id = <po header id > supply_source_line_id = NULL
supply_source_line_id = <<po_line_location_id>> supply_source_type_id = 27 (In Receiving)
crossdock_flag=y, lpn_id = <<Received LPN_id >>
crossdock_criteria_id =<Plan Crossdock criteria id>
external_source_code = 'xdock,
supply_source_type_id =1 (by purchase order) WSH_DELIVERY_DETAILS
move_order_line_id= mtrl.line_id
WSH_DELIVERY_DETAILS Released_status= Released to Warehouse

released_status=Planned For Crossdock

move_order_line_id=null MTL_TXN_REQUEST_LINES:

MTL_TXN_REQUEST_LINES: mtrl.backorder_delivery_detail_id=wdd. delivery_detail_id

mtrl.crossdock_type =1 (Inbound type)
No MTRL Lines mtrl.to_subinventory_code = <<STG Sub>>,
mtrl.to_locator_id = <<STG LOC>>

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Crossdocking- Troubleshooting
For Opportunistic Crossdocking :
After receiving supply
If demand is SO or Internal Order: If demand is WIP job:
MTL_TXN_REQUEST_LINE MTL_TXN_REQUEST_LINES:
mtrl.backorder_delivery_detail_id=wdd.delivery_detail_id
mtrl.to_subinventory_code=< Supply sub>
mtrl.crossdock_type=1 (Inbound type)
mtrl.to_subinventory_code =<<STG Sub>> , mtrl.to_locator_id= <Supply Loc>>
mtrl.to_locator_id= <<STG Loc>> mtrl.backorder_delivery_detail_id = <<wip_entity_id>>
mtrl.crossdock_type=2 ,
MTL_RESERVATION: mtrl.wip_entity_id= <<wip_entity_id>>
mr.crossdock_flag=y, mtrl.wip_supply_type=1
mr.crossdock_criteria_id=<Crossdock criteria id>
mr.external_source_code= 'xdock', WIP_MATERIAL_SHORTAGES_V
WMS_DELIVERY_DETAILS:
Entry of material shortage will be deleted.
wdd.released_status=S ,
wdd.move_order_line_id=mtrl.line_id

Copyright 2016 Oracle and/or its affiliates. All rights reserved. | 39

Troubleshooting
Diagnostics Scripts
Note 133464.1 - Sales Order Diagnostic Script
Note 463602.1 - Item Diagnostics
Note 276207.1 - Diagnostics: Apps Check Concurrent Program
Note 1913250.1 - LPN Diagnostics Run from Desktop
Note 463636.1 - Inventory Purchase Orders Data Collection Test

Crossdocking White Paper

Note 430935.1 - How to Setup and Diagnose WMS Planned and Opportunistic
Crossdocking Functionality

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Summary
What we covered today

Understand Crossdocking
Crossdocking Planning & Execution
How to Setups and Use Crossdocking
Troubleshooting

Copyright 2016 Oracle and/or its affiliates. All rights reserved. |

Q&A
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Question can also be asked on the
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Top Articles and Community Links
Document for this webcast: (Doc ID
430935.1)

Oracle Inventory, Product Information

Management and Warehouse
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Webcasts (Doc ID 1290983.1)

Oracle Advisor Webcast

Schedule/Archive [ID 740966.1]

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Session Related Community Links

Questions? For follow up questions on topics

covered in this webcast connect via this
Logistics Community thread:

https://community.oracle.com/thread/3982813

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Q&A
To ask a question on the phone
line, select *1 on your phone.
To ask a question online, use the
Q&A area at the top.
Your question will be read aloud in
the order received.
Question can also be asked on the
My Oracle Support Communities

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THANK YOU

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Oracle Advisor Webcast Program
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