Oracle Warehouse Management

Basic Setup Labs

Task Management Setup-Managing Tasks using
WMS Control Board
E-Business Suite R12.2.6
VERSION 1.0 | NOVEMBER 2017
Document Control

Change Record
Date Author Version Change Reference

Nov -2017 Brian Miller 1.0 R12.2.6 Instance

Reviewers

Name Position

Mike Schubert Support GCS

Distribution

Name Location

Global Customer Support (GCS) Global Inventory Wiki

Edgar Arroyo Project Manager

TASK MANAGEMENT SETUP – TASK MANAGEMENT USING WMS CONTROL BOARD

Table of Contents

Introduction 2

Prerequisites 3

How to Query a Pending Task for Sales Order 5

How to Queue a Pending Task to an Employee and assign a Priority 7

How to Customize the Control Board Form to Show/Hide Columns 11

Additional Data collection for Tasks 14

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Introduction
These labs were prepared to demonstrate how to manage Outbound picking tasks in WMS using Warehouse Control
board form.

They were developed to assist an application support analyst by:

» Introducing navigation through the Oracle Warehouse Management (WMS) forms

» Listing detail steps for the setup and use of various functions available in Oracle Warehouse Management (WMS).
» In this setup lab, we will show how to query pick tasks, queue the task to a user and assign priority. We will also show
how users can customize the output view by show/hide columns
» The labs will only show ways to ways and means to diagnose tasks show on WMS Control board.

Perquisites
Analyst should have a basic understanding of the below modules so that the labs can be well followed.
» Oracle Inventory
» Oracle Warehouse Management

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 edgar.arroyo@oracle.com

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Prerequisites
1. Create a sales Order for Plain Item and booked.

2. Run the pick release for the Order and verify if it successfully allocated or not

3. Create a Standard Tasks Type for task type = Pick

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 4. Created Operation resources for the Pick Task Type

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How to Query a Pending Task for Sales Order
This section covers the details on how to query pending tasks associated with a Sales order. The Pick Tasks in Pending
status are created when a Sales order is pick released with auto allocate =Yes.

Once the order is successfully allocated, to view all tasks in Pending status for sales order, perform the following steps:

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Inquiry – > Warehouse Control Board

3. Select the organization as ‘XW1’ from list of organizations in change organization form

4. In the Find Tasks Form, Enter the below details under Task Tab
 Select ‘Outbound’ under source
 Select ‘Pending’ under Status

5. Enter the below details under Outbound Tab

 Enter ‘nnnnn%’ for Order (For e.g. If Sales Order Number is 69337, then enter 69337%) and press
the Tab button

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 6. Press the Find Button. The Warehouse Control Board displays all the Pending Tasks for the Specified

sales order.

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Review the following key columns in the WMS Control board form
 Source Header = Displays the Source Document Number (i.e Sales Order Number )

 Status = Displays the current status of the Task. (i.e Pending)

 User Task Type = Displays the Task Type assigned to the Task.

How to Queue a Pending Task to an Employee and assign a Priority

This section covers the details on how to Queue (assign) a pending task to an Employee. To Queue a pending task to
an Employee Resource, perform the following

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Inquiry – > Warehouse Control Board Setup

3. Select the organization as ‘XW1’ from list of organizations in change organization form

4. Query up the Task which is ‘Pending’ Status as in Page 3 as shown below

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 5. Select the Task that need to be assigned to a User and press ’Manage’ Button.

6. In the Manage Tasks form, enter the below details

 Select ‘Queued’ under Status

 Enter Priority = 999 and make sure Priority set is selected

 Select “Stock, Ms. Pat” ( with Role = XXPICER”) as Employee from Employee LOV

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 7. Press the Execute Now button to update the Task Status to ‘Queued ‘

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 8. Press Save Icon or use (Ctrl+S) to save the changes to the task

Notice the following information in the Warehouse Control board

 The Task status is now shows as ‘Queued’

 The Task has been assigned the Priority user specified

 An employee has been associated to the task

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Customizing the Control Board Form to Show/Hide Columns
For Performance reasons, not all columns are shown when you query for Tasks. Users can on need basis show/hide
columns depending on what they prefer to see. For example, when users query the pending task for the sales order in
the previous examples, the Customer Name or the Role Columns are no shown or populated.

In order to make a column visible in the Output view and show the values in that column, users can perform the following
steps
1. Login to the application and choose responsibility = Warehouse Manager
2. Navigate : Inquiry – > Warehouse Control Board Setup
3. Select the organization as ‘XW1’ from list of organizations in change
4. In the Find Tasks Form, Enter the below details under Task Tab
 Select ‘Outbound’ under source
 Select ‘Queued’ under Status

5. Click Find Button to view the Task which is in Queued Status.

Notice that the Customer or Role Column is missing in the Control board Task Grid View

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 6. To add Customer Name column,
 Right Click on the column name
 Press Show field > Customer
 Again Press Show field > Role

7. Notice the Column Role and Customer got added to the Tasks display view.

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 8. To display the value in Customer column
 Right Click on the column name
 Press Customizations > Save

9. You will notice the following message on save

9. Close the Control board form and query the task again
10. Notice the Customer Name = Computer Service and Rentals and Role = XXPICKER are displayed.

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Additional Data collection for Tasks
In this section we will cover how to gather additional details for tasks that are shows on Warehouse Control board.

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Inquiry – > Warehouse Control Board Setup

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 3. Select the organization as ‘XW1’ from list of organizations in change organization form

4. In the Find Tasks Form, Enter the below details under Task Tab
a. Select ‘Outbound’ under source
b. Select ‘Pending’ under Status

5. Enter the below details under Outbound Tab

 Enter ‘nnnnn%’ for Order (For e.g. If Sales Order Number is 69337, then enter 69337%) and press
the Tab button

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 6. Press the Find Button. The Warehouse Control Board displays all the Pending Tasks for the Specified

sales order.
7. Add a column ‘Transaction Number’. To do this, perform the following
a. Right Click on the column name
b. Press Show field > Transaction Number

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 8. The value in column ‘Transaction Number’ is the TRANSACTION_TEMP_ID from table
MTL_MATERIAL_TRANSACTIONS_TEMP.
9. The following SQL can be used to get some additional information on the task which is in Pending status.

SELECT mp.organization_code,
mmtt.transaction_temp_id "Transaction Number",
ml2.meaning "Status",
bso.operation_code "User Task Type",
bsor.standard_operation_id

FROM bom_standard_operations bso,

bom_std_op_resources bsor,
bom_resources bremp,
mtl_parameters mp,

mtl_material_transactions_temp mmtt,
mfg_lookups ml1,

mfg_lookups ml2
WHERE mmtt.standard_operation_id = bso.standard_operation_id

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 AND bso.standard_operation_id = bsor.standard_operation_id
AND bsor.resource_id = bremp.resource_id
AND bremp.organization_id = mp.organization_id
AND ml1.lookup_code = mmtt.wms_task_type
AND ml1.lookup_type = 'WMS_TASK_TYPES'
AND ml2.lookup_code = mmtt.wms_task_status
AND ml2.lookup_type = 'WMS_TASK_STATUS'
AND ml1.lookup_code = mmtt.wms_task_type

AND mmtt.transaction_temp_id = 26213222;

SQL Output:

To get additional Information for Queued tasks, perform the following

1. Query up the Queued Tasks on the Warehouse Control Board

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 2. For Task in Queued Status, some additional information like the resource to whom the task is queued to

can be gather from WMS_DISPATCHED_TASKS (WDT) table. The WMS_DISPATCHED_TASKS (WDT)

table can be joined with MTL_MATERIAL_TRANSACTIONS_TEMP (MMTT) table using column

transaction_temp_id

3. The following SQL can be used to get some additional details on task which is in ‘Queued’ status.

SELECT mp.organization_code "Org",

mmtt.transaction_temp_id "Transaction number",

ml2.meaning "Status",
ppf.full_name "Full Name",
fu.user_name "Application User Name"
FROM bom_resources bremp,
bom_resource_employees bre,
per_people_f ppf,

fnd_user fu,

mtl_parameters mp,
mfg_lookups ml2,
mtl_material_transactions_temp mmtt,

wms_dispatched_tasks wdt
WHERE mmtt.transaction_temp_id = wdt.transaction_temp_id

AND wdt.person_id = fu.employee_id

AND wdt.person_resource_id = bre.resource_id

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 AND bremp.resource_id = bre.resource_id

AND bre.person_id = ppf.person_id

AND ppf.person_id = fu.employee_id
AND bremp.organization_id = mp.organization_id

AND ml2.lookup_code = wdt.status

AND ml2.lookup_type = 'WMS_TASK_STATUS'
AND mmtt.transaction_temp_id = 26213222;
SQL Output:

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