oracle shipping execution

Overview of Shipping Execution

Overview

Copyright © Oracle Corporation, 2005. All rights reserved.

Overview of Shipping Execution document.docEffective Paradigm_effective of 31 Rev Paradigm_revision


System References

Distribution

Job Title*

Ownership

The Job Title [[email protected]?Subject=EDUxxxxx] is responsible for ensuring that this document is necessary and that it reflects actual practice.



Objectives



Agenda



Delivery and Delivery Lines

Delivery and Delivery Lines

Delivery Lines

Sales order lines that have been booked or scheduled are called delivery lines.

Delivery

You can either manually or automatically group delivery lines to create a delivery. If a delivery is auto-created, the delivery lines are grouped together by the mandatory default criteria, Ship From Location and Ship To Location. However, additional grouping criteria can be included such as:

- Customer

- Freight Terms

- FOB Code

- Intermediate Ship To Location

- Ship Method



Trips and Stops

Trips

A trip is an instance of a specific freight carrier departing from a particular location containing deliveries. A trip is carrier specific and contains at least two stops such as the pick-up stop and drop-off stop. Trips can be created automatically or manually.

Stops

A stop is a point along the route of the trip. A stop can be either a pick-up or drop-off stop or both.



Delivery Leg

Delivery Leg

A delivery leg is synonymous to bill of lading and consists of at least two stops. A bill of lading is an agreement between the shipper and carrier acknowledging receipt of goods shipped. The bill of lading has all the details specifying the terms of delivery. A delivery might consist of several delivery legs to reach its final destination.



Containers/LPNs

Containers/LPNs

License Plate Numbers (LPNs), also known as containers, are used for packing delivery lines. You can create containers without assigning them to a delivery. This is useful if you want to create multiple containers of the same type then pack them with unassigned delivery lines.



Agenda



Pick Release

Pick Release

Pick release is the process of finding and releasing eligible delivery lines that meet the release criteria that you specify. Pick release creates move orders for picking from inventory. The release criteria is defined based on your business requirements. You customize the release criteria by defining the following:

• Release Rules: The release rules identify which delivery lines should be considered for pick release and the picking operations that should be performed on the selected lines.

• Release Sequence Rules: The release sequence rules define the order in which eligible picks are allocated inventory.

• Pick Slip Grouping Rules: The pick slip grouping rules define how released order lines are grouped on the pick slips for ease of picking.



Move Orders

Move Orders

A move order is a request to transfer materials from subinventory to a staging location. The pick release process creates move orders pre-approved requests for subinventory transfer. The move order consists of move order lines that must be moved from the subinventory to the staging location. To release the move order lines, the lines must be allocated with the materials from the subinventory. Oracle Inventory picking engine fills in the move order lines with the transaction details. It also places a high-level reservation on the material if no reservation previously exists. This process is called allocation.

Staging Location

A staging location is the destination subinventory where the materials are deposited after picking. Material deposited in the staging location is then in position for its next step, which is ship confirm. Each organization must designate at least one staging subinventory. In a warehouse, the staging location is physically located typically near the shipping dock. Staging subinventories should be reservable. Each pick release batch created at pick release will have the same destination staging subinventory.



Pick Confirmation

Pick Confirmation

Pick confirmation is a process that performs the transfer of materials from the source subinventory location to the staging location. The transfer is performed based on the allocation made by Oracle Inventory to the move order lines. Pick confirmation automatically transfers the high level reservation to an allocated reservation (including lots, subinventory, and locators) in the staging location.



Ship Confirm

Ship Confirm

Ship Confirm is the process of confirming that items have been shipped from the staging location. Delivery lines must be in the Staged/Pick Confirmed status to perform Ship Confirm. During Ship Confirm you can perform the following actions:

• Backordering: Backordering when only a partial quantity of items that were pick released require shipping. When a delivery line is backorder, the delivery line is split into two delivery lines. The original line quantity is the detailed quantity. The new line quantity is the difference between the requested quantity and the detailed quantity.

• Consolidating Backorders: Consolidating backorders is an automatic process that combines several backordered delivery lines having the same source line, back into one delivery line. Consolidating Backorders is performed during Pick Release, Cycle Count, or Ship Confirm. When a backorder occurs, Oracle Shipping Execution searches for the existing backorder delivery lines for a particular source line.

Note: To consolidate backorders the Consolidate Backorder Lines field in the Global Parameters window must be selected.

• Making Items Non-Reservable: Making items non-reservable places a reservation on the items such that they are not available for other delivery lines. While making the items



non-reservable you must specify the subinventory and stock locator to pick the items from. If the items are serial controlled, lot controlled, or revision controlled you must specify the respective details while making items non-reservable.

• Models: You can ship Model items non-proportionately, for example:

- You ship all the components but not in the correct proportion

- You do not ship all of the components



Automated Shipping Process

Automated Shipping Process

The automated shipping processes will be useful when the shipping personnel rarely alter or modify the attributes of the shipment. The automated shipping process can be used to perform the following automatically:

• Pick Release: The pick release process can be automated to perform delivery creation, pick selection, pick allocation, and pick confirmation.

• Packing: You can run Auto-Pack SRS to run the packing process periodically.

• Ship Confirm: You can run Auto Ship Confirm SRS to run the ship confirm process periodically.

One Step Shipping performs Pick Release, Pack, and Ship Confirm all in one go.



One Step Shipping

One Step Shipping

One step shipping involves picking and shipping, or picking, packing, and shipping of one or more deliveries or delivery lines. When you perform one step shipping you achieve the following:

• Auto create deliveries for delivery lines, if delivery lines are not associated with a delivery.

• Pick release and pick confirm all delivery lines assigned to the deliveries. This includes the deliveries that were autocreated.

• Auto pack all delivery lines assigned to the deliveries that are in the Staged/Pick Confirmed status.

Note: To automatically pack all delivery lines into LPNs, you must set the autopack level for your organization as Yes or Autopack Master in the Shipping Transaction tab of Shipping Parameters window. For more information, see the lesson titled “Shipping Transaction Parameters” slide.Note: Container-load relationship should be defined for the delivery line items



• Ship confirm all delivery lines assigned to the deliveries that are in the Staged status and which does not require assignment of serial numbers.

Note: To automatically ship confirm, you must assign a ship confirm rule to your organization. You can assign the same in the Shipping Transaction tab of Shipping Parameters window. For more information, see the lesson titled “Shipping Transaction Parameters” slide.

• Auto create trips, if trips and stops are not manually created for the delivery lines.

Note: If pick, pack, and ship process is not successful for even one delivery line of a delivery, the one step shipping cannot be performed on the entire delivery.

Note: To ship confirm from the Shipping Transactions form, the organization to which the sales order belongs should be attached with a ship confirm rule.



Agenda



Shipping Transactions Form

Shipping Transactions Form

Order Management Super User, Vision Operations (USA)

(N) Shipping > Transactions > Query Manager (Perform a search in the Query Manager window. The search results are displayed in the Shipping Transactions form.)

You can use the shipping transaction form to plan, execute, and view all aspects of the shipping process. The user interface is composed of two elements; the Query Manager and the Data Manager. You can use extensively the Oracle folder and tree capabilities.



Query Manager

Query Manager


(N) Shipping > Transactions > Query Manager

The Query Manager is a window used to search and save queries created on the shipping entities. You create customized queries by entering your search criteria and saving them. You can use the saved query for future searches. The queries are classified into the following:

• Personal Query: Queries you save for your personal use. This query is not available to other users.

• Public Query: Queries you save and share with other users. This is very useful if you want to centrally manage the queries.

• Temporary Query: Queries that are not used frequently such as those that you use only once. These are queries which are not used frequently. Temporary queries are not saved and are valid for that session only.



Data Manager

Data Manager

The data manager is a part of the Shipping Transactions form. You can perform the following using the data manager:

• Create or modify data pertaining to shipping entities

• Plan shipping entities

• Perform shipping operations such as Pick Release and Ship Confirm

• Generate reports



Quick Ship Window

Quick Ship Window


(N) Shipping > Quick Ship

Quick Ship enables you to enter minimum requirements and process a shipment.

The Quick Ship window provides the following features:

• Visibility to trips, deliveries, and delivery lines in the same window

• Ship confirm multiple deliveries at the same time

• Change ship quantities and also specify the inventory controls for each delivery line

• View and resolve the shipping exceptions for the delivery, trip and delivery lines

• Customization of the display of fields, initial view (delivery or trip), and folder options for each entity based on your business needs



Agenda



Reports and Documents

Reports and Documents

Oracle Shipping Execution provides you with a variety of flexible and easy-to-use reports to help you improve productivity and increase control. Text attachments can be used with reports and documents to print shipping application data: for example, unpacking instructions entered on a delivery line can be printed on the Packing Slip. You use the Shipping Reports and Documents window to select the report you want to generate. The Shipping Execution Reports are displayed based on the report parameters that you enter.

Printers


(N) Shipping > Setup > Documents > Choose Printers

You can assign shipping documents and reports to specific printers. Printers can be assigned at multiple levels, including the following:

• User

• Responsibility

• Applications

• Site



Agenda



Integration With Oracle Order Management

Shipping Integration With Order Management

After a sales order is booked, the sales order lines must complete all workflow activities leading up to the shipping activity. Two typical preceding workflow activities are Schedule – Line and Schedule – Line Manual:

Schedule – Line:

The Schedule – Line subprocess schedules an order line for all order lines that must be shipped. This activity makes the order line’s demand visible to Oracle Inventory for planning. It also sets the shipment schedule date for the order line.

Ship – Line Manual:

The Ship – Line Manual enables you to manually initiate shipping for an order line. The Ship – Line Manual process can return one of the following and reaches the end activity:

• Over Shipped Beyond Tolerance

• Ship Confirm

• Non Shippable

• Unreserved



Integration With Oracle Transportation Execution

Shipping Integration With Transportation

If Oracle Transportation Execution is installed, you can utilize the following functionality in Oracle Shipping Execution:

• Compatibility Constraints: This enables you to define a variety of transportation related restrictions related to the items, carriers, modes of transport, facilities, organizations, and customers. These restrictions are used by the application to warn or prevent further order processing if the defined undesirable condition is encountered.

• Load Tendering: This enables you to communicate the characteristics of a delivery with your carriers to facilitate shipment pickup.

• Carrier Manifesting: Oracle Transportation Execution uses XML transactions to transmit delivery details to the carrier manifesting system. Once the Carrier Manifesting system has processed the information for the deliveries, the shipping details are transmitted back to Oracle Transportation Execution using XML shipment process transaction.



Integration With Oracle Warehouse Management

Shipping Integration with Warehouse Management

If Oracle Warehouse Management is installed, it provides the following functionality to Oracle Shipping Execution

• Plan Tasks: The planning tasks of warehouse such as pick, put away, moves and replenishments are done by Oracle Warehouse Management.

• Pick Methodologies: The pick methodologies are determined by Warehouse Management.



Integration with Oracle Transportation Planning

Integration with Oracle Transportation Planning

Oracle Shipping Execution coverts order lines input from Order Management to delivery lines. Oracle Transportation Planning obtains information including delivery lines, firm deliveries, and firm trips from Oracle Shipping Execution. Oracle Transportation Planning release plan output including deliveries and trips to Oracle Shipping Execution. Oracle Shipping Execution validates the plan output and if the release is successful, Oracle Transportation Execution executes the planned trips.



Summary



oracle shipping execution

Documents

Transcript of oracle shipping execution