Create MoveOrder Lines

SelectDelivery Lines

to Release

AllocateMove Order

Lines

Assign PickSlip Number

Cartonize theAllocations

AssignTask Type

MergeTasks

Split Tasks

User AcceptsTasks

There is no requiredsetup for this step after

the organization andshipping parameters

are set. There isrequired run time data

entry

No required setup orrun time data entry

required

This is a required stepwith required setup

This is a required stepwith required setup

Ths is an optional step.There is required setup

if you wish to use it.

This is a required stepwith required setup

Ths is an optional step.There is required setup

if you wish to use it.

Ths is an optional step.There is required setup

if you wish to use it.

This is a required stepwith required setup

This document is intended to describe allprocesses that happen between PickRelease and the user siging on to acceptpicking tasks in WMS. This document isonly intended to provide an overview ofthe steps required. For a more detaileddiscussion of implementing and troubleshooting each step, please refer to theWMS User's Guide and the WMSimplementation Guide.

Click each node on the process flow tothe right to be taken to a list of setupsteps required for that step to executecorrectly

Oracle Warehouse Management Pick Release Overview

Click Here for the WMSPick Release Trouble

Shooting Guide

Go to ShippingTransactions formand get Delivery

Line Status

What is thedelivery line

status?

Allocation Failed. Double ClickHere to go to Allocation SetupBackordered

Pick Selection Failed. DoubleClick Here to go to Release

Rule Setup

Ready for Release

Is the itemreservable?

Items must be reservable to be picked inWMS. Change the organization item

attribute and start overNo

Yes

You selected auto pickconfirm when pick releasing.

Double click here to go toRelease Rule setup

Staged

Go to theWarehouse

Control Board &query the task

Released to Warehouse

Is ther a UserTask Typeassigned?

Task Type assignment failed.Double Click Here to go to Task

Type Assignment SetupNo

Yes

What is thestatus of the

task?

You aren't qualified to performthe task. Double Click here to

go to Task Dispatch SetupPending

Somone else has been assigned thetask. Either they have accepted it orthey are workin on another task in the

same pick grouping. Double Clickhere to go to Pick Methodology setup.

Dispatched

Someone manuallyassigned the task toanother user in the

control board

Queued

I pick released but I got notasks available

Return to PickRelease Setup

What this Does

How to Tell if this failed

How to Set this Up

Pick Release Selection

Select Delivery Lines (Delivery Details) to be released forpicking to the warehouse

The delivery line status will be "Ready for Release"when queried in the Shipping Transactions form. If theline is "Staged", release worked but you either set autopick confirm to yes or the item was non reservable (seesetup)Create a Release Rule with the Selection Criteria that would selectthe appropriate delivery line(s). (optional).Navigate(Desktop Warehouse Manager Responsibility)Setup->Warehouse Configuration->Rules->Pick Wave->ReleaseRules1. Give the rule a name2. Enter the selection criteria required to select the delivery lines3. If you are using WMS to pick with tasks, set auto allocate toyes and auto pick confirm to No4. Save5. In Organization items form, make sure the item is transactableand reservable

Run-time Steps

Bare Minimum setup(bypass Setup steps)

Release Pick Waves (aka Pick release)Navigate(Desktop Warehouse Manager Responsibility)Outbound->Release Pick Waves1. If you set up a Release rule, enter the rule name in the releaserule fieldelse1. Enter selection criteria that will select the delivery lines

Proceed with Run time steps and enter selection criteria in the Pickrelease form. Release rules do not have to be set up.

If the Release Process was successful in selecting lines to be released, after the pick release requestends, the delivery lines will be in status "Released to Warehouse", or Backordered"

Back toProcess

Flow

View the SetupUser Interfaces

View theRuntime User

Interfaces

What this Does

How to Tell if this failed

How to Set this Up

Allocation

Determines where material comes from (subinventory, locator,lot (optionally serial and LPN), selects staging subinventorylocator. The output of this is a transaction suggestion whichwill become a task.

The delivery line status will be "Backordered" whenqueried in the Shipping Transactions form

1. Set up the strategy search order for the organization for picking.Make sure source organization is on the search order.2. Create a picking rule that will select material for allocation. Makesure it is not so restrictive that it will never find acceptable material.3. Assign the rule to a strategy.4. Assign the strategy to a business object on the delivery line. if thisis the first picking strategy being created, assign it to the SourceOrganization on the delivery line.4. Set up the strategy search order for the organization for put away.Make sure source organization is on the search order.5. Create a put away rule that will select material for allocation.Make sure it is not so restrictive that it will never find acceptablematerial.6. Assign the rule to a strategy.7. Assign the strategy to a business object on the delivery line. Ifthere is already a put away strategy assigned to the organization,make sure that the last rule in that strategy has minimal restrictions sothat they system will let you "put away" an item to a staging lane.

Run-time Steps

Bare Minimum setup(bypass Setup steps)

None. This process happens automatically at allocation.

Navigate (Desktop Warehouse Manager responsibility)Setup->Warehouse Configuration->Warehouse ParametersGo to Warehouse tabIn the field called picking enter "Default Picking Rule"In the field called put away enter "Default Put Away Rule"These are unrestrictive rules that will be used if no valid strategyassignment exists. This will make pick release allocate successfullyeven if no other rule setup is done.After patchset H this will be done automatically

If the Allocation Process was successful, after the pick release request ends, the delivery lines will bein status "Released to Warehouse"

Back toProcess

Page

View the CreatePick Rule Page

View the BareMinimum

Setup Page

What this Does

How to Tell if this failed

How to Set this Up

Pick Methodology Grouping (aka Pick Slip Grouping)

Groups allocations (now tasks) according to pick methodologyso that users are dispatched tasks in groups (by sales order,subinventory etc.). This grouping will override task/resourcesetups. So once someone is given a task in a given group,they will get all tasks in that group regardless of qualifications.

Lines are always grouped, but they may not be groupedin the way you would expect or want.

Create a Grouping Rule.Navigage in the Warehouse Manager desktop responsibilitySetup->Warehouse configuration->Rules->Pick Wave->Pick SlipGrouping1. Create a new rule. If you want to use a seeded pick methodology,enter the methodology and save. If you want to create your own, giveit a name and select the criteria for grouping tasks.2. You must have at least one grouping rule to setup shippingparameters and to pick release.Note: when you apply this rule at pick release, every allocated linethat shares the selected criteria will be given to a single user forpicking .(Optional) if you have created release rules, you can save the pickslip grouping rule on the release rule or you can save it on theShipping parameters form as the default for the organization.

Run-time Steps

Bare Minimum setup(bypass Setup steps)

If you have saved the pick slip grouping rule on the release rule or theshipping parameters, you will not have to enter it at pick release.Otherwise, you will have to enter the value when you Pick release

There is no getting around this setup step. You must have at leastone pick slip grouping rule and it is a required field on the ShippingParameters form.

If the Pick Slip Grouping was successful, each line in mtl_material_transactions_temp will have apick_slip_number and each task that will be grouped together will have the same pick_slip_number

value

Back toProcess

Flow

View the PickMethodologySetup Page

What this Does

How to Tell if this failed

How to Set this Up

Cartonization

Suggests packed configurations for material to be picked. If itis used, the user will see not only the task to pick material butthe LPN and container item into which they need to pick. Isused in consolidation while picking for a "pick and pass" flow.

When the user accepts a task, there will be no To LPNand Container item field at the bottom of the page.1. Create cartonization categories for the items and the containers.These are categories in the seeded Container Items and ContainedItems category sets. You will need one category in each set. Theordered items need to be assigned to the contained item categoryand the container items need to be assigned to the category in theContainer Item set.2. Assign dimensions and weights to the ordered item3. Assign volume and weight capacity to the container items4. In the organization parameters form, set the cartonization enabledparameter to enabled or at subinventory level5. If cartonization is enabled at subinventory level, enable it in thesubinventories from which picked material must be cartonized.6. For best results, you should set up LPN labels to print at pickrelease so that users can scan the lpn in the pick by label page to beautomatically given the tasks that need to be picked into the LPN.

Run-time Steps

Bare Minimum setup(bypass Setup steps)

None. this will happen automatically if you set up cartonizationcorrectly.

This is an optional feature. If you don't want cartonization, you don'tneed to use it. If you do want cartonization, you can also set up thecontainer-item relationships in the Shipping Container Loadrelationships form. Cartonization would still have to be enabled at theorganization or subinventory level but the data in the Shipping formwould replace the category assignments step.

If the Cartonization was successful, the picker would see not only the task details but also the To LPNdefaulted and the container item field filled out when they go to Accept Next Task

Back toProcess

Flow

ViewCartonizationSetup Page

What this Does

How to Tell if this failed

How to Set this Up

Task Type Assignment

Assigns task type to a task. This will determine who iscapable of completing the task.

Query the task in the control board. The user task typefield will be blank if no task type was assigned.

1. Create a task type (bom standard operations) for each type ofpicking task that requires a different combination of people skills orequipment.Navigate in Warehouse Manager desktop responsibilitySetup->Warehouse Configuration->Tasks->Standard Task TypesEnter a code, enter a department. You must enter a task type (in thiscase Pick)!2. Set up task type assignment rules to identify when each pick taskis of that task type.NavigateSetup->Warehouse Configuration->Rules->Warehouse execution->Rules3. Assign a default task type to the organization so that even if allrules fail to return a type some default task type is assigned to eachpicking task so that someone can do the workNavigate (from Warehouse manager desktop)Setup->Warehouse Configuration->Warehouses->WarehouseParametersin the warehouse tab, fill in a value for default picking task type.

Run-time Steps

Bare Minimum setup(bypass Setup steps)

None. this will happen automatically if you set up task typeassignment rules correctly.

If you only have one task type and all users in the warehouse arecapable of performing that task, you only need to create one tasktype, assign it to a department and make that task the default pickingtask type for the organization on the Warehouse Parameters form.

If the Task type assignment was successful, when you query the task in the control board, there willbe a value in the user task type field.

Return toProcess Flow

View BareMinimum

Setup Form

View TaskType Setup

What this Does

How to Tell if this failed

How to Set this Up

Task Merge

Merges tasks with same source item, subinventory & locatorcreated in one pick release run if bulk picking is enabled. Thiis not a required feature or setup.

User will receive individual tasks, each for the deliveryline qty instead of one task with the sum of the deliveryline quantities.

There are 2 ways to do this: at the pick slip grouping rule level or atthe item level.To do this at the item level:1. Go to the organization items form and check the bulk pickedcheckbox in the inventory tab for those items for which tasks can bemerged. These items will be bulk picked regardless of the pick slipgrouping rule used at pick release.To do this at the pick methodology level1. Go to the pick slip grouping rule form, create a pick slip groupingrule that uses the Bulk Pick methodology. This will group orders intothe same pick slip that have the same item/revision/subinventory/locator.

Run-time Steps

Bare Minimum setup(bypass Setup steps)

None. Tasks will automatically be merged if you have enabled bulkpicking.

You must go through the setup in order to bulk pick. Bulk picking isnot required. You can pick without this feature.

If the Task Merge was successful, when you accept tasks you will see one task per item/subinventory/locator combination.

Return toProcess

Flow

View BulkPicking Setup

Page

What this Does

How to Tell if this failed

How to Set this Up

Task Split

Splits tasks that are too large to be completed by the smallestequipment capable of performing the task. This is an optionalstep. If equipment is not used, it does not have to be done.

Query the task in the control board. If you see one taskthat is too large for the equipment, they did not split.

1. Create equipment items for the equipment you use. For eachitem, specify the weight and volume capacity on the item.2. Create equipment resources for each group of equipment itemsthat can fulfill a different task type (eg pallet jacks vs carts). In theresources form click the equipment button and enter the itemscreated in step 1 that are of that equipment type.navigate in warehouse manager desktop responsibilitysetup->warehouse configuration->resources->resources2. Assign the resources to the department used for warehousepicking.Navigate (from Warehouse manager desktop)Setup->Warehouse Configuration->Resources->Departments3. Assign the resources to the task types that those resources canfulfillNavigate (from warehouse manager desktop)Setup->Warehouse configuration->Tasks->Standard Task typesQuery the task type, click the resources button and enter theequipment resource that can perform that task.

Run-time Steps

Bare Minimum setup(bypass Setup steps)

None. Tasks will automatically be split if you have setup equipmentwith capacities to perform the tasks.

You must go through the setup in order to split tasks. Task Splitting isnot required. You can pick without this feature.

If the Task Split was successful, when you accept tasks you will see tasks divided into workablequantities.

Return toProcess

Flow

View TaskSplitting Setup

Pages

What this Does

How to Tell if this failed

How to Set this Up

Task Dispatch

Matches tasks to the assigned user or to the nextappropriately trained user. Note that this is required even ifyou use pick by label or manual pick to get to the tasks.

If in the Shipping Transactions form, the delivery line isreleased to warehouse but you get no tasks available,you were not dispatched the task.

1. Setup task types as described on the Task Type assignment page.2. Setup employee skill sets. In general you will need one per tasktype unless you have other equipment requirements. In the on thispage, click the employee button and enter the employees who havethis skill set.Navigate in warehouse manager desktopSetup->Warehouse Configuration->Resources->Resources3. Assign the resources to the department to which the tasks areassigned.navigate in warehouse manager desktopsetup->warehouse configuration->resources->departments4. Query each picking task, click the resources button and indicatethe employee resource (human skill set) who can perform the task.Navigate (in warehouse manager desktop)setup-.warehouse configuration->tasks->standard task types

Run-time Steps

Bare Minimum setup(bypass Setup steps)

None. Tasks will automatically be split if you have setup equipmentwith capacities to perform the tasks.

You must have at least one task type and one resource defined forpicking to take place. You can go through the bare minimum setupfor task types, then create a single resource (type human), assign allpicker employees to that resource, assign the resource to thedepartment and then assign the resource to the task type.

If the Task Dispatch was successful, when you click accept next task, or enter the task id for manualpick or the LPN for pick by label you will be taken to the task page.

Return toProcess

Flow

View the TaskDispatch Setup

Forms

Give your rule a name. Thiswill be the name that peopleuse every time they wish to

apply this rule in pick releaseso make the rule name easy

for others to understand.

These are the dateswithin which users will

be able to use this rule.If you want to keep

using it. Don't fill in theend date.

These fields will all be usedto query the delivery linesthat will be pick released.

The delivery lines that do notmeet these criteria will not bereleased when you apply this

rule.

Special Note: If youcheck this box, only

delivery lines for salesorders that already

have reservations willbe released.

Go to theShipping Tab

Pick Release RuleSetup: Order Tab

Ship Method, Priority,Ship From are all

further query criteriawhich will determine

which lines getreleased.

If this box is checked,only lines that have beenassigned to deliveries will

be released.

NOT QUERYCRITERIA! Thisdetermines which

document set will beprinted after the lines

are allocated.

NOT QUERYCRITERIA! This will

determine if the systemautomatically createsdeliveries for the lines

that are released.

NOT QUERYCRITERIA! This fielddetermines the rule

used to sequence thelines for allocation in

the event of shortsupply.

Pick Release RuleSetup: Shipping Tab

Go toInventory

Tab

NOT QUERY CRITERIA! Thisdetermines the staging subinventoryand locator that will be assigned to

the lines that are released. Note thatthis criteria specification will be

validated using the put away rules. Ifthe put away rules will not allow youto put material in this location, the

delivery lines will backorder.

More Query Criteria

NOT QUERY CRITERIA! Pick slip grouping rule is thepick methodology that will be applied to this batch. Autoallocate will imediately create tasks upon pick release.Set this to No if you want to simulate and test out rules.

Otherwise, set it to yes for easiest processing. Auto pickconfirm will automatically complete the tasks without any

user confirmation. This will bypass tasks, LPNs and otherWMS features. You can use this in a WMS organization

but ONLY if you are picking from non LPN controlledsubinventories or inventory inaccuracies will result

Pick Release RuleSetup: Inventory Tab

Go back toPick ReleaseSetup Flow

Run Time Pick Release

Note that this looksexacly like the Setup

form. If you don't builda rule at the outset, youwill essentially build anew rule with every

pick release.

You don't have to fill inany data in this form if

you have alreadycreated a release rule

(see setup). Justindicate the rule youwant to use and clickconcurrent or online.

Pick Release is aconcurrent request.You can set up therequest to run at

regular intervals basedon the release rule you

created in the setupsteps.

Return to PickRelease

SelectionPage

Create Pick Rule

There are no restrictions in thistab, the system will allocate anyavailable material for the sales

order. It is best to start with thiskind of rule and build restrictions

over time.

Go to StrategyCreation Page

Create Pick Strategy

Now that a rule is created, we need to add these rules to astrategy in order that they will be called to create allocations for

the orders. If customers have specific restrictions for whichyou are building a strategy, start with the more restrictive rules

and finally, end with the least restrictive rule (like the oneabove).

Continue toCreate a Strategy

Search Order

Create Strategy SearchOrder for Picking

We now indicate the order in which the system should searchfor strategies when pick releasing. Start with the mostspecific cases (the entities that have the most stringent

requirements like customers) and end with the most general(such as the organization). You will not be able to assign a

strategy to an entity no tlisted here.

Go to StrategyAssignments

Note: If your put away strategies are all very specific (eg put the item in the itemlocation in the Forward Pick area), they will cause pick release to backorder. Makesure you have an unrestricted rule at the end of your put away strategies or create anew put away strategy with an empty rule and assign it to the transaction types Sales

Order Pick and Internal Order Pick so that pick release will run uninterrupted.

Create StrategyAssignment for Picking

Here, you must assign the strategy to the business object that hasthose requirements. For the most generic assignment that can be

used in all pick release runs, assign the strategy to yourorganization as shown here.

Return toAllocation Flow

Page

Bare Minimum Setupfor Allocation

Fill in these default rules and pick releasewill be able to allocate any available

material and drop it in whatever locationwas specified at pick release (the staging

subinventory and locator)

Return toAllocation

Page

Bare Minimum Setupfor Allocation

Either enter a pick methodology in the top field touse a system defined grouping rule or select your

own group by criteria in the section below.

Return to PickMethodology

Page

Cartonization Setup

Create the Samecategory in each ofthese category sets.The category setsare pre-Seeded for

you.

Continue toCartonization

CategorySetup

Cartonization Setup

Assign the items to the appropriate categories in thecontained item cateogry sets. Assign the

corresponding container items to the categories inthe container item category set.

Continue toCartonization

Item Setup

All of these fields needto be filled in for the

items to be cartonizedand the container to be

suggested.

These fields must alsobe filled out for the

containers.

Cartonization ItemSetup

Return toCartonization

Page

Department Setup

Create a Department and assign all resources youhave created for WMS purposes to this department

by clicking the resources button

Continue toCreate Task

Types

Create Task Types

Create the pick task types here. Be sure to fill in theTask Type field with the value "Pick" for sales order/

internal order picking tasks. In the DepartmentField, fill in the department you created in the last

step.

Continue toCreate Task Type

AssignmentRules

Create Task TypeAssignment Rules

Create the rule that would allow the system to identifywhen a task is of each type. The system will go

through each rule in order of their weight from highestto lowest until a rule is able to return a value

Return toTask Type

Page

Minimum Setup for Task TypeAssignment

Create one task type and put the task typein this fields. With no additional rules, alltasks will be stamped with this task type.

Return ToTask TypeSetup Page

Bulk Picking Setup

In order to bulk pick, set the bulk picked attribute on the item orcreate a pick slip grouping rule using the "Bulk Pick" Pick

methodology

Return toTask Merging

Page

Task Splitting Setup: CreatingEquipment Item

Create an item to model yourequipment. Give the equipment item

a maximum load weight, volume,dimensions and weight. Be sure tocheck the equipment box. You mayneed to check the container item boxas well in order to add the rest of the

physical attributes.

You will also need to make sure that theitems to be picked have weights, volumes

and dimensions

Continue toAssociate this

Item to anEquipmentResource

Equipment Resource Setup

Create an equipment resource for the item created in the previous step. Then click theEquipment button and enter your item created in the last step to tie the item to the resource.

Continue to theEquipmentTask Setup

Page

Equipment Task Association

Query the Task Type you've created where the tasks needto be split to fit the equipment. Click the Operation

Resources button and enter the equipment resource youcreated in the last step. None of the other fields on this

page matter to WMS execution

Return toTask Splitting

Page

Employee Setup

In Order to pick, all users must be set up as employees in Oracle HR. Create an employee for each ofyour users. Users cannot share the same employee.

Continue toAssociate theEmployee to a

skill Set

Employee Resource Setup

Create a resource to model a particular skill set thatyour employees have. Click the employees button andlist the employees who have this skill set. In upcomingsteps, this skill set will be linked to the task type these

people can perform.

Continue toAssociate thisResource to aDepartment

Department Resource Setup

Associate your employee resource to the Departmentyou set up for picking when you set up Task Types

Continue toResource Task

TypeAssociation

Resource - Task TypeAssociation

Link the Task Type created previously to the employeeresource you just created. Now any employee

associated to that resource can perform this tasks ofthis task type

Return toTask Dispatch

Page