Oracle Shipping Execution

1
Oracle Shipping Execution
Copyright © 2004, Oracle. All rights reserved.

Objectives
After completing this module, you should be able

to do the following:
• Understand the complete shipping cycle from
Pick Release through Ship Confirm
• Release sales orders for picking
• Ship Confirm picked orders
• Perform the necessary shipping setups

Agenda
• Understanding Shipping Concepts

• Using Pick Release
• Entering Ship Confirm
• Deliveries and Delivery Lines
• Defining Shipping Setups

Shipping Execution Flow
Order Management Workflow Activities
Schedule - Line Create Supply Ship Line
Sales Order Line in Ship Line Workflow activity
Order Line:Ready
Changes to Release
Order Order Line Status: Shipping

Management Awaiting Shipping Execution

Shipping Concepts
Trips Deliveries Delivery Lines LPNs Locations

Pick Release Concepts
Which sales order to Release Rules
release? 3 2 1
In what order to Release Sequence

allocate inventory? 3 1 2 Rules
What material to Picking Rules

release?
How to group Pick Pick Slip Grouping

Slips? Rules

Pick Release Process Flow
Book Order Run Pick Release
Inventory Reservation Pick Slips
Manual Pick Confirm

(OR)
Auto Pick Confirm

Ship Confirm Process Flow
Ship Confirm
Delivery
Ship *Backorder Stage Backorder
Inventory Requires Leave Transfer to

Activities Re-Pick Staged Cycle Count
* Reservations removed

Automated Ship Confirm
Using
Shipping Transaction Form

Quick Ship Window
Ship Confirm Deliveries SRS
Based On
Ship Confirm Rule

One Step Shipping
Pick, Pack, Autocreate Pick Release and

and Ship Deliveries Pick Confirm
Auto Create Trips Ship Confirm Autopack Deliveries

Shipping Transactions Form
Query Manager Shipping Transactions Form

Searches
Stops
Trip
Shipping Ship Confirm

Reports
Delivery
Delivery Line
Pick Release
Containers (LPNs)

Quick Ship User Interface
Quick Ship
Viewing and Updating Window Freight
Shipping Exception Costs
Shipping Transactions Ship Confirm Document

Form Sets

Shipping Roles and User Security
Trips General
Assign Freight Costs Configure Regions
Pick Release Form Configure Buttons
Ship Confirm
Lines/LPNs
Split Line
Cycle Count
Delivery Line
Unpack
Stops Deliveries
Pick Release Form Auto-Pack
Launch Pick Release Auto-Pack Master
Update Status Close

Shipping Exceptions
Shipping Exceptions
Viewing and Logging Deleting

Updating

Agenda


Release Sales Orders
Awaiting Document Prior Reservations

Shipping Sets Only
Selection Criteria
Ship From: Seattle
Ship Date From: Null
Ship Date To: Current Date
Carrier: DHL
Find all the orders that are
scheduled to ship today
(or earlier) from Seattle, that
are shipping DHL.

Methods to Pick Release

Online
Concurrent
SRS

Pick Release Parameters
Controls the Picking Process
You define:
• Release Sequence Rule
• Pick Slip Grouping Rule
• Default Pick Release Document Set
• Default Staging Subinventory
• Default Staging Locator

Configuring Pick Release Process
Pick Release Sales Order Results after Pick Release
One Step Picking: Move order Created

Auto Allocate = Yes Inventory Allocated
Auto Pick Confirm = Yes * Material moved to Stage
Two Step Picking: Move order Created

Auto Allocate = Yes Inventory Allocated
Auto Pick Confirm = No
Three Step Picking Move Order Created

Auto Allocate = No
Auto Pick Confirm = No
* The picking process is complete

when the material has been moved
to the Staging Subinventory

Auto Create Delivery
ABC To
Print San
Jose Delivery 1
From
Seattle
Group by:
DHL Prepaid • Ship From
• Ship to
• Customer
ABC To New • Carrier
Print York • Freight Terms
From
Seattle Delivery 2
DHL Prepaid
Delivery Lines Deliveries

Agenda


Ship Confirm
Ship Confirm
Auto Ship Manual Ship

Confirm Confirm
Delivery
Status:Staged

Shipping Transaction Parameters
Controls the Ship Confirmation Process
You define:
• Default Ship Confirm Document Set
• Ship Confirm Rule
• Auto-pack Options
• Goods Dispatched Account
• Enforce Packing in Containers

Shipping Documents
• Logical grouping of reports for:

 The Pick Release Process
 The Ship Confirm Process
 Document Sequencing
• Use seeded Document Sets
• Define new Document Sets

Ship Confirm Rules
Ship Confirm Rules Ship Confirm

Quick Ship
Release Sales Orders for Picking
Shipping Transactions Form
Auto Ship Confirm Report
Release Sales Orders SRS
Release Rules

Ship Confirm Ship Confirm

Deliveries SRS

Agenda

• Deliveries and Delivery lines

Working with Deliveries and Delivery Lines
Split Transfer
Cycle Counting
Delivery Lines
Autocreate
or Assign Assign Freight
Costs
Delivery Delivery Line
Weight
and
Trip Volume

Delivery Parameters
Delivery
Shipping Parameters

Delivery Line Processing Statuses
Ready to Release Released to Warehouse Staged
Backordered Shipped

Packing into LPNs/Containers
Container-item AutoPack Manually Pack

relationship
Delivery Lines
Containers (LPNs)

Container Load Details
Container Load Max Preferred

Item Item UOM Quantity Flag
Box4 BB-2002 Ea 4
Pallet Box4 Ea 8

Working with Trips
Delivery
Containers AutoCreate Manually
and Lines Create
Trip
Assign
Freight Document Weight and

Costs Sets Volume

Agenda


Shipping Parameters
Shipping
General Shipping Parameters
Transaction
Delivery Transportation Pick Release

General Parameters
General
Shipping Parameters

Transportation
Transportation
Shipping Parameters

Global Shipping Parameters
General Transportation
Global Shipping
Parameters

Shipping Exceptions
• Define exceptions per

business requirements
• Define handling processes
for exceptions (Workflow)
• Record shipping exceptions
during shipment process
• Initiate exception handling
• View and track exceptions

Pick Slip Grouping Rules
Released Order Lines Pick Slips #
Grouped by
Order No. 5345 Source
Srce Subinventory: FGI Subinventory #1
Order No. 5345

Srce Subinventory: FGI
Order No. 5345

Delivery: 61814
Srce Subinventory: FGI Grouped by
Delivery #2
Order No. 6532
Delivery: 61814
Srce Subinventory: MFG

Release Sequence Rules
Inventory Allocations Released Order Lines
Prioritize by:
• Shipment Priority
• Schedule Dates
Move Orders Source: • Order Number
• Subinventory • Customer’s Open
• Locator Invoice value
• Revision
Ascending or Descending
• Lot Number

Release Rules
Criteria to Release Orders Release Sales Orders
By Customer
Ship Method
Order #
Date Range “Based on Rule”

SRS
54
1
Ship Date From:

“Release Rule Name”
Ship Date to: 12-Oct-2004

Freight Carriers
• Define a freight carrier name

• Select the service level for the carrier
• Select the mode of the transportation
Freight Mode Service Org Shipping Method

Carrier Level
Viking LTL Ground M1 Vik_LTL_Ground
Yellow TL Ground M1 Yell_TL_Ground

Freight Cost Types
• Enter an Amount for each Type
Freight - Insurance - Handling - Export Fees - Duty Fees

Freight Cost – Freight Charges
Shipper’s Costs Customer’s Charges

Transit Times
Ship Method
Defined for
each
Transit Time
Ship From Ship To

Location Location

Shipping Documents Sets
3 2 1
Printers Document Sequence
Assigned
Grouped Shipping
Document Sets
Printed
Shipping Documents
During
& Reports
Pick Release Ship Confirm

Choose Printers
Printer 1
Profile Hierarchy
Pick Slips
User
Printer 2
Responsibility
Application
Packing Slips
Site
Printer 3
Mailing Labels

Shipping Roles and User Security
STF & Quick Ship
Window
Control • Actions List
Granted Access To • Tools Menu
Roles
• Configure
User Interface
Users
Full
Access Organization 1
Role 1
View
Only
Role 2 Organization 2
Full
User
Access Organization 3
Role 3

Regions and Zones
U.S.A Zone
New York U.S.A San Francisco Bay

Region U.S.A Region
New York San Francisco
Transit
Washington D.C. Time Oakland
Maryland Berkeley

Calendars
Shipper
Calendars
Receiver
Carrier

Profile Options
Value
Assigned
Controls Access and

Process Data
Shipping Execution
User Profile
Options

Lookups
Update
Lookups List Of Values

(LOVs)

Shipping Execution Reports
Productivity
Control of
Operations
Shipping Shipping
Execution Reports

Departure Ship Notice Outbound
(DSNO)
Shipping
Execution EDI Translation DSNO
Software
Oracle EDI
Gateway
Trading Partner

Oracle Transportation Execution
Transportation Shipping Execution
Streamline Logistics Execution Process
Picking Packing Shipping Delivery To

Customer

Summary
In this module, you learnt the following:

• Complete shipping cycle from Pick Release
through Ship Confirm
• Release sales orders for picking
• Ship Confirm picked orders
• Perform the necessary shipping setups

Oracle Shipping Execution

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1

Oracle Shipping Execution

Copyright © 2004, Oracle. All rights reserved.

After completing this module, you should be able

Copyright © 2004, Oracle. All rights reserved.

• Understanding Shipping Concepts

Copyright © 2004, Oracle. All rights reserved.

Order Management Workflow Activities

Schedule - Line Create Supply Ship Line

Sales Order Line in Ship Line Workflow activity

Order Order Line Status: Shipping

Copyright © 2004, Oracle. All rights reserved.

Copyright © 2004, Oracle. All rights reserved.

In what order to Release Sequence

What material to Picking Rules

How to group Pick Pick Slip Grouping

Copyright © 2004, Oracle. All rights reserved.

Book Order Run Pick Release

Inventory Reservation Pick Slips

Manual Pick Confirm

Copyright © 2004, Oracle. All rights reserved.

Ship *Backorder Stage Backorder

Inventory Requires Leave Transfer to

Copyright © 2004, Oracle. All rights reserved.

Shipping Transaction Form

Ship Confirm Rule

Copyright © 2004, Oracle. All rights reserved.

Pick, Pack, Autocreate Pick Release and

Auto Create Trips Ship Confirm Autopack Deliveries

Copyright © 2004, Oracle. All rights reserved.

Query Manager Shipping Transactions Form

Shipping Ship Confirm

Copyright © 2004, Oracle. All rights reserved.

Shipping Transactions Ship Confirm Document

Copyright © 2004, Oracle. All rights reserved.

Copyright © 2004, Oracle. All rights reserved.

Viewing and Logging Deleting

Copyright © 2004, Oracle. All rights reserved.

• Understanding Shipping Concepts

Copyright © 2004, Oracle. All rights reserved.

Awaiting Document Prior Reservations

Copyright © 2004, Oracle. All rights reserved.

Release Sales Orders

Copyright © 2004, Oracle. All rights reserved.

Controls the Picking Process

Copyright © 2004, Oracle. All rights reserved.

One Step Picking: Move order Created

Two Step Picking: Move order Created

Three Step Picking Move Order Created

* The picking process is complete

Copyright © 2004, Oracle. All rights reserved.

Delivery Lines Deliveries

Copyright © 2004, Oracle. All rights reserved.

• Understanding Shipping Concepts

Copyright © 2004, Oracle. All rights reserved.

Auto Ship Manual Ship

Copyright © 2004, Oracle. All rights reserved.

Controls the Ship Confirmation Process

Copyright © 2004, Oracle. All rights reserved.

• Logical grouping of reports for:

Copyright © 2004, Oracle. All rights reserved.

Ship Confirm Rules Ship Confirm