Order Management - Pick Release Concepts

Release Rules

• Release rules define the criteria to be used during Pick Release. Only orders that meet the criteria and are eligible will be released. An order line is eligible if it has completed the prerequisite workflow activities, such as Schedule - Line or Create Supply.

Release Sequence Rules

• Release Sequence rules determines the order in which inventory is allocated to sales orders. You choose to allocate by order, outstanding Invoice value, Scheduled Date, Departure Date and Shipment Priority.
• The order in which sales orders are filled could be very important. If a company has a problem of running out of material before all of their orders have been filled it is very important that they have filled their most important orders first.

Picking Rules

• Picking rules, which are created and maintained in Oracle Inventory, suggest which material to use, based on inventory controls such as revision control, lot control, FIFO (first in first out) or subinventory/locator picking numbers.
• Picking rule is an Item Attribute. Create a variety of picking rules and associate them with the appropriate items. If there isnt a Picking Rule associated with the item, the system will use the organizations default picking rule which is found on the Shipping organizations Parameters.
• Note: Picking Rules are covered in Oracle Inventory. To learn more see Oracle Inventory users guide.

Pick Slip Grouping Rules

• Pick Slip Grouping Rules organize how released order lines are grouped on Pick Slips for ease of picking. For Example: By using the Pick Slip Grouping Rule as Subinventory, the user can reduce the number of trips to a particular subinventory by grouping all lines for that subinventory on to one Pick Slip.

Order Management - Shipping Concepts

Trip

• A trip is carrier specific and represent a unique instance of that carrier leaving your warehouse with deliveries.
• The carrier could be a public carrier such as DHL or could be a companys own fleet of trucks.
• A trip could represent a truck, air cargo, ship cargo, or railcar. These entities would be set up as items in Oracle Inventory with an item type of Vehicle.
• Each trip has a minimum of two stops, pick-up and drop-off.
• A trip can be created automatically or manually from the Shipping Transactions form or can be automatically created from the Ship Confirm window. You can also create a trip as a part of a concurrent process.
• Companies that use public carriers can enable the system to automatically create Trips as part of of the Ship Confirm process. This eliminates unnecessary transactions.

Stops

• A stop is a point along the route of a trip that is due for pick-up or drop-off.
• The Ship Confirm process can initiate closing the pick-up stop updating the delivery
  status to Intransit.
• Manually record all stops made by the Trip using the Shipping Transactions form or
  have the Ship Confirm process automatically close a Trip, which creates and closes the
  pick-up stop and drop-off stop and changes the Delivery status to Closed.
• Companies that use public carries let the system automatically close a Trip as part of Ship
  Confirm.

Delivery leg

• A delivery leg consists of two stops where the delivery is picked up and dropped off, respectively on the same trip. The delivery might travel through several legs to get to its final destination and is synonymous to the Bill of Lading.
• A bill of lading is a receipt, listing all the goods that were signed over to a carrier.
• The Ship Confirm window enables you to generate a bill of lading which can then be printed separately or as part of the Delivery Document Set.

Deliveries

• A delivery must be created to perform Ship Confirm. It represent all the goods that were shipped from the same warehouse, going to the same Customer location.
• The grouping of delivery lines into deliveries is restricted by the grouping rules that are established on the Shipping Parameters - Delivery Tab.
• A delivery can be created automatically or manually from the Shipping Transactions form at any time after the order line status has become Awaiting Shipment or can be automatically created during the Release Sales Order process.
• A delivery is also automatically created when you invoke the action Pick and Ship or Pick, Pack, and Ship.

Delivery Lines

• Delivery lines are sales order lines which have completed all their workflow activities that are prerequisites to Oracle Shipping Execution such as Schedule Line or Create Supply.
• Delivery lines are visible from the Shipping Transactions form. They are also visible from the sales order lines Additional Information Deliveries tab.
• Delivery lines with similar attributes can be systematically grouped together into deliveries based on grouping rules.

LPNs

• LPN, (License Plate Number) are also known as Containers. An LPN can be loaded inside of another container, for example, pack an item into a box and then pack that box onto a pallet.
• Optionally LPNs can be setup as inventory items if the shipper is interested in using weight and Volume and packing functionality.
• LPNs can be made mandatory using your Shipping Parameters.

Ship From

• The ship-from location represents the warehouse that is performing the shipping transaction. A warehouse is an Inventory organization.

Ship to

• The Ship To Location represents a Ship-To address that has been setup on the customers record.

Order Management Concepts - Shipping Execution Flow

After a sales order has been 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 Create Supply.

Schedule – Line:


Scheduling the line makes the order lines demand visible to Oracle Inventory for planning. It
also sets the Shipment Schedule Date.

Create Supply:

Variety of subflow paths can be taken within Create Supply Line based on the type of item
shipped. They are as follows:
Configurable Items: Configurable items must complete the Create Supply activity
which takes an order line through a build cycle. The final assemblies that are completed
out of Oracle Work in Process are received into Oracle Inventory as Reserved for a
specific customers order.
Drop ship: Drop ship order lines must complete the Create Supply activity too. After a
Purchase Requisition has been passed to Oracle Purchasing the order line advances to the
Shipping Activity.
Standard Shippable Items: Standard shippable items don't need to perform any of the
Create Supply activities so directly advance to the Shipping activity.

Shipping:

What happens when the order line reaches ‘Ship Line’ workflow activity?

• Oracle Order Management calls Oracle Shipping Execution APIs to indicate that a line is Ready to Release.
• The sales order line status is changed to Awaiting Shipping. Order lines that are awaiting shipping are called Delivery Lines in the Oracle Shipping Execution module
• Pick Release process creates move orders to move items to the staging location and create
• reservation in Oracle Inventory
• From the staging area shipments are weighed, packed and shipped 
• Deliveries are Ship Confirmed out of the staging location
• When a delivery is Ship Confirmed, Oracle Shipping Execution calls OM APIs to communicate the event, triggering the line flow to move forward