oracle shipping execution

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

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 Management

Changes

Order Line Status: Awaiting Shipping

Order Line:Ready to Release

Shipping Execution


Shipping Concepts

Trips Deliveries Delivery Lines LPNs Locations


Pick Release Concepts

3 1 2

3 2 1Which sales order to release?

In what order to allocate inventory?

What material to release?

How to group Pick Slips?

Release Rules

Release Sequence Rules

Picking Rules

Pick Slip Grouping Rules


Book Order Run Pick Release

Pick Release Process Flow

Inventory Reservation Pick Slips

Manual Pick Confirm(OR)

Auto Pick Confirm


Ship Confirm

Delivery

Ship

Requires Re-Pick

Leave Staged

Inventory Activities

Transfer to Cycle Count

* Reservations removed

Ship Confirm Process Flow

Backorder* Stage Backorder


Automated Ship Confirm

Shipping Transaction FormQuick Ship Window

Ship Confirm Deliveries SRS

Using

Ship Confirm Rule

Based On


One Step Shipping

Autocreate Deliveries

Pick Release and Pick Confirm

Ship ConfirmAuto Create Trips Autopack Deliveries

Pick, Pack, and Ship


Shipping Transactions Form

Query Manager

TripStops

DeliveryDelivery

Line

Containers (LPNs)

Searches


Shipping Reports

Ship Confirm

Pick Release


Quick Ship User Interface

Freight Costs

Viewing and Updating Shipping Exception


Document Sets

Ship Confirm

Quick Ship Window


Shipping Roles and User Security

StopsPick Release Form

Launch Pick Release

Update Status

DeliveriesAuto-Pack

Auto-Pack MasterClose

Trips

Assign Freight Costs

Pick Release Form

Ship Confirm

Cycle Count Delivery Line

Lines/LPNs

Split Line

Unpack

GeneralConfigure Regions

Configure Buttons


Shipping Exceptions

Viewing and Updating

Logging Deleting

Shipping Exceptions


Agenda







Release Sales Orders

Selection CriteriaShip From: SeattleShip Date From: NullShip Date To: Current DateCarrier: DHL Find all the orders that are scheduled to ship today (or earlier) from Seattle, that are shipping DHL.

Awaiting Shipping

Document Sets

Prior Reservations Only


Methods to Pick Release


Online

Concurrent

SRS


Pick Release Parameters

Controls the Picking Process

• Release Sequence Rule

• Pick Slip Grouping Rule

• Default Pick Release Document Set

• Default Staging Subinventory

• Default Staging Locator

You define:


Configuring Pick Release Process

One Step Picking: Move order Created Auto Allocate = Yes Inventory Allocated

Auto Pick Confirm = Yes * Material moved to Stage

Two Step Picking: Move order CreatedAuto Allocate = Yes Inventory AllocatedAuto Pick Confirm = No

Three Step Picking Move Order CreatedAuto Allocate = No Auto Pick Confirm = No

Pick Release Sales Order Results after Pick Release

* The picking process is complete when the material has been moved to the Staging Subinventory


Auto Create Delivery

Group by:• Ship From• Ship to• Customer• Carrier• Freight Terms

FromSeattle

DHL

To San Jose

Prepaid

ABCPrint

Delivery 2

Delivery 1

From Seattle

ABC Print

DHL

To New York

Prepaid

Delivery Lines Deliveries


Agenda







Ship Confirm

Delivery Status:Staged

Ship Confirm

Auto Ship Confirm

Manual Ship Confirm


Shipping Transaction Parameters

Controls the Ship Confirmation Process

• Default Ship Confirm Document Set

• Ship Confirm Rule

• Auto-pack Options

• Goods Dispatched Account

• Enforce Packing in Containers

You define:


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 Deliveries SRSQuick Ship

Release Sales Orders for PickingShipping Transactions Form

Auto Ship Confirm ReportRelease Sales Orders SRS

Release Rules

Ship Confirm




Ship Confirm


Agenda




• Deliveries and Delivery lines



Working with Deliveries and Delivery Lines

Delivery Line

Cycle CountingDelivery Lines

Split Transfer

Delivery

Trip

Freight Costs

Weight and

Volume

Autocreate or Assign Assign


Delivery Parameters

Delivery

Shipping Parameters


Delivery Line Processing Statuses

Ready to Release Released to Warehouse Staged

Backordered Shipped


Packing into LPNs/Containers

Delivery Lines

Container-item relationship

Manually PackAutoPack

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

Trip

Delivery

Containers and Lines

AutoCreate ManuallyCreate

Freight Costs

Weight and Volume

Document Sets

Assign


Agenda







Shipping Parameters

Shipping ParametersGeneral

Pick Release

Shipping Transaction

Delivery Transportation


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


# 2

# 1

Pick Slip Grouping Rules

Released Order Lines Pick Slips #

Order No. 5345

Delivery: 61814

Srce Subinventory: FGI

Order No. 5345


Grouped by Source

Subinventory

Order No. 5345


Order No. 6532

Delivery: 61814

Srce Subinventory: MFG

Grouped by Delivery


Release Sequence Rules

Released Order LinesInventory Allocations

• Shipment Priority• Schedule Dates• Order Number• Customer’s Open Invoice value

Prioritize by:

Ascending or Descending

Move Orders Source:

• Subinventory• Locator• Revision• Lot Number


Release Rules

Release Sales Orders SRS

“Release Rule Name”

Criteria to Release Orders

By Customer

Ship Method

Order #

Date Range

Ship Date From: Ship Date to: 12-Oct-2004


“Based on Rule”

541


Freight Carriers

• Define a freight carrier name

• Select the service level for the carrier

• Select the mode of the transportation

Freight Carrier

Mode Service Level

Org Shipping Method

Viking LTL Ground M1 Vik_LTL_Ground

Yellow TL Ground M1 Yell_TL_Ground


Freight Cost Types

Freight - Insurance - Handling - Export Fees - Duty Fees

• Enter an Amount for each Type


Freight Cost – Freight Charges

Shipper’s Costs Customer’s Charges


Transit Times

Ship From Location

Ship To Location

Transit Time

Defined for each

Ship Method


Shipping Documents Sets

Grouped Shipping Document Sets

Assigned

Printed During

3 2 1

Printers Document Sequence

Pick Release Ship Confirm

Shipping Documents & Reports


Choose Printers

Pick Slips

Packing Slips

Mailing Labels

Profile Hierarchy

User

Responsibility

Application

Site

Printer 1

Printer 2

Printer 3


Shipping Roles and User Security

Users

RolesGranted

Control Access To

• Actions List• Tools Menu• Configure User Interface

STF & Quick Ship Window

User

Role 1

Role 2

Role 3

Organization 1

Organization 2

Organization 3

Full Access

View Only

Full Access


Regions and Zones

San Francisco Bay U.S.A Region

San Francisco

Oakland

Berkeley

New York

Washington D.C.

Maryland

New York U.S.A Region

Transit Time

U.S.A Zone


Calendars

Shipper

Receiver

Carrier

Calendars


Profile Options

Shipping Execution

Access and Process Data

User Profile Options

Assigned

Controls

Value


Lookups

List Of Values (LOVs)

Lookups

Update


Shipping Execution Reports

Shipping Execution

Shipping Reports

Productivity

Control of Operations


Departure Ship Notice Outbound(DSNO)

DSNO

Oracle EDI Gateway

Shipping Execution

Trading Partner

EDI Translation Software


Oracle Transportation Execution

Transportation Shipping Execution

Streamline Logistics Execution Process

Picking ShippingPacking 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

Documents

understanding shipping concepts

shipping transactions form

global shipping parameters

complete shipping cycle

shipping execution

ship date

shipping parameters

ship confirm