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Page 1: pick release process

Pick Release

Overview

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Pick Release

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.

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Pick Release

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Objectives

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Agenda

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Running Pick Release

Running Pick Release

• Online: You can pick release a delivery line immediately using the Release Sales Orders for Picking window. This eliminates the time spent waiting for the order to process through the concurrent manager queue. You can run the pick release online in the Release Sales Orders for Picking window. You can also run the pick release online in the Shipping Transactions form by selecting Launch Pick Release from the Actions menu.

• Concurrent: You can run pick release in the background, enabling you to run multiple processes at the same time. You can run the pick release concurrently in the Release Sales Orders for Picking window.

• Standard Report Submission (SRS): You can run pick release using the Standard Report Submission process. Use this to run pick release as a scheduled task. For example, you can run pick release at a specific time everyday. The delivery lines are selected for pick release based on the release rule you select for the standard report submission.

• Pick Release Application Program API: You can run pick release using Application Program Interface (API). For more information refer to Oracle Order Management APIs and Open Interfaces Manual.

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Release Sequence Rules

Release Sequence Rules

Order Management Super User, Vision Operations (USA)

(N) Shipping > Setup > Picking > Define Release Sequence Rules

Define the release sequence rule to specify the order in which the eligible picking lines are allocated to Oracle Inventory during pick release. You can release the picking lines by selecting one or more of the following attributes:

• Order Number: Release picking lines based on the order number. If you define a priority for the Order Number you cannot define priority for outstanding invoice value

• Outstanding Invoice Value: Release picking lines based on the outstanding invoice value.

• Scheduled Date: Release picking lines based on scheduled date of delivery

• Departure Date: Release picking lines based on the departure date of the delivery

• Shipment Priority: Release picking lines based on the shipment priority

You can set a priority level to above attributes by assigning a value from 1 to 5. 1 being the highest priority and 5 being the lowest priority. You can also decide whether the lines must be picked based on the ascending or descending order.

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Example:

Attribute Priority Level Order

Shipping Priority 1 Ascending

Schedule Date 2 Ascending

According to the above table the order lines with highest shipping priority with earliest scheduled date will be allocated with the material first.

Refer to Practice – Define Release Sequence Rules [LAB2FD6Y]

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Pick Slip Grouping Rule

Pick Slip Grouping Rule

Order Management Super User, Vision Operations (USA)

(N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules

Define the pick slip grouping rule to specify the criteria by which the delivery lines are grouped together in a pick slip. For example, if you select delivery as a grouping criteria, all delivery lines for the same delivery are grouped together on a pick slip. Use the Pick Slip Grouping Rules window to define the pick slip grouping rule. The Pick Slip Grouping Rules window is divided into three regions: Group By, Common, and Manufacturing. You can select a combination of these attributes in these regions based on your business requirement.

The attributes you can group by in the Sales Order region include the following:

• Order Number

• Customer

• Ship To

• Carrier

• Trip Stop

• Delivery

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• Shipment Priority

The attributes you can group by in the Common region include the following:

• Source Subinv

• Source Locator

• Item

• Revision

• Destination Subinv

• Destination Locator

• Project

• Task

The attributes you can group by in the Manufacturing region include the following:

• Job or Schedule

• Operation

• Department

• Push/Pull

Note: The grouping attributes in the Manufacturing region is available only if Oracle Warehouse Management system is installed.

Refer to Practice – Define Pick Slip Grouping Rules [LAB2FD4Y]

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Release Rules

Release Rules

Order Management Super User, Vision Operations (USA)

(N) Shipping > Setup > Picking > Define Release Rules

Define the release rules to specify the criteria by which the delivery lines are selected for pick releasing and to determine the picking operations that will be performed on the delivery lines. Release rules provide a means for defining one time setup for your pick release process. Create the release rules in the Release Rules window. You can create a customized pick release rule with its own set of unique parameters for pick releasing. Pick Release Rules are more convenient to use when you run pick release regularly based on the same set of criteria.

Note: You must have a release rule defined when you pick release using Release Sales Order SRS or when you use the Auto Pick Pack and Ship features.

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Release Rule – Order Tab

Release Rule – Order Tab

Order Management Super User, Vision Operations (USA)

(N) Shipping > Setup > Picking > Define Release Rules > (T) Order

Use the Order Tab in the Release Rule window to define a set of criteria specific to the order to select delivery lines for releasing. The criteria that you can define in this window includes the following:

• Effective Dates: The period of time that the release rule is valid

• Orders: The status of the order. The different statuses are:

- Unreleased

- All

- Backordered

• Order Number: The sales order number

• Ship Set: The ship set

• Prior Reservations only: You check this box to pick release only the sales order that already has items reserved for the line items

• Destination Type: You can pick release based on the following destination types:

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- Region

- Zone

- Ship-To Location

• Customer: The customer

• Item Region: In this region you select the Category Set, Category, and Item Number

• Scheduled Ship Dates/ Requested Dates: Define the range of ship dates scheduled or requested

• Order Type: The type of order

• Order Dates: You can specify a Start Date and End Date in combination with the Days field to create a moving pick window when you schedule the concurrent program to run on a regular basis. The start and end dates are relative to the system date.

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Release Rule – Shipping Tab

Release Rule – Shipping Tab

Order Management Super User, Vision Operations (USA)

(N) Shipping > Setup > Picking > Define Release Rules > (T) Shipping

Use the Shipping Tab in the Release Rule window to define a set of parameters that you want to apply in terms of shipping during pick release. The various parameters available are:

• Ship Method: Select the ship method. The system will consider all delivery lines that includes this ship method for pick release.

• Shipment Priority: Select the shipment priority. The system will consider all delivery lines that include this shipment priority for pick release.

• Ship From Location: Select the ship from location. The system will consider all delivery lines that include this ship from location for pick release.

• Include Assigned Lines: Enable the checkbox to include all the assigned lines in the pick release.

• Document Set: Select the document set you want to print at pick release.

• Release Sequence Rule: Select the release sequence rule you want to apply at pick release.

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• Autocreate Deliveries: Select Yes to autocreate deliveries at pick release.

• Autocreate Delivery Criteria: Select Across Orders, if you want to create a delivery by combining delivery lines across orders. Select Within Order, if you want to create delivery only within an order.

• Auto Pick Confirm: Select Yes to auto pick confirm.

• Autopack Delivery: Select No if you do not want to use the autopack delivery option, select Yes to enable autopacking, or select Auto Pack Master to utilize autopacking the items into a primary container and additionally automate packing the primary container into a defined master container.

• Append Deliveries: Select yes to append delivery lines to existing deliveries.

Note: You must setup the container-item relationship to support the functionality of auto pack and auto pack master.

Note: You can append deliveries only when the Appending Limit field is set to value other than Do Not Append in the Shipping Parameters window. Other prerequisites for appending deliveries is as follows:

• Oracle Transportation Planning is not installed

• Organization is specified

• Autocreate Delivery criteria must be set to Across Orders

• Autocreate Delivery must be set to Yes

• Auto Pick Confirm must be set to No

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Release Rule – Inventory Tab

Release Rule – Inventory Tab

Order Management Super User, Vision Operations (USA)

(N) Shipping > Setup > Picking > Define Release Rules > (T) Inventory

Use the Inventory Tab within the Release Rule window to define a set of parameters you want to apply in terms of inventory management during pick release. The various parameters include the following:

• Warehouse: Select the warehouse. The system will consider all delivery lines that specify this warehouse for sourcing.

• Pick Slip Grouping Rule: Select the Pick Slip Group Rule to determine the criteria that will be used for grouping delivery lines on the pick slip as part of the pick release process.

• Subinventory: Select the subinventory. The system will consider for pick release all delivery lines that have this subinventory specified on the sales order line.

• Project: Select a project. You can select a project only if Oracle Project Manufacturing is installed.

• Plan Tasks: Select either Yes or No to Enable Plan Tasks if Oracle Warehouse Management is installed and you choose to utilize the Plan Tasks feature.

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• Tasks: Select a task. You can select a task only if Oracle Project Manufacturing is installed.

• Pick From Region: Select the subinventory and locator from which you want to pick the line items.

• Default Stage Region: Select the default staging area to which you want to move the items.

Refer to Practice – Define Release Rules [LAB2FD5Y]

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Pick Release Tab In Shipping Parameters Window

Pick Release Tab In Shipping Parameters Window

Order Management Super User, Vision Operations (USA)

(N) Shipping > Shipping > Setup > Shipping Parameters > (T) Pick Release

Use the Pick Release Tab within the Shipping Parameters window to define the default values for the pick release parameters including the following:

• Release Sequence Rule: Select the release sequence rule that will be displayed by default in the Release Sequence Rule field during pick release.

• Pick Slip Grouping Rule: Select the pick slip grouping rule that will be displayed by default in the Pick Slip Grouping Rule field during pick release.

• Print Pick Slip: You specify when you want to print the Pick Slips. You can set it to either of the following:

- At the End: The pick slips are printed at the end of pick release.

- Immediate: The pick slips are printed when a specific number of pick slip lines have been accumulated for printing. You can specify number of pick slip lines that needs to be accumulated for printing in the Number of Pick Slip Lines field.

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• Number of Pick Slip Lines: The maximum number of pick slip lines that is grouped in a Pick Slip. You must specify the value when the Print Pick Slip is set to Immediate.

• Default Pick Release Document Set: Select the default pick release document set you want to print during pick release.

• Default Stage Subinventory: Select the default staging subinventory where items needs to be transferred at the end of the pick release process.

• Default Stage Locator: The default staging locator in the subinventory where the items needs to be transferred at the end of the pick release process.

• Autocreate Deliveries: Select one of the following to specify your preference for autocreating deliveries:

- Selected: Pick release automatically creates deliveries based on the delivery grouping criteria specified in the Delivery Grouping tab of the Shipping Parameters window. Delivery lines are then assigned to the created delivery.

- Cleared: Deliveries are not created automatically at pick release

• Auto Allocate: You specify the default auto allocate option during pick release. The options are:

- Selected: During Pick Release move orders are automatically created and allocated with items.

- Cleared: During Pick Release automatically creates move orders. The move orders must be allocated with the inventory items manually using the Inventory Transact Move Orders window.

• Enforce Ship Sets and Ship Models: Enable the checkbox to enforce Ship Sets and Ship Models during pick release. Ship Sets consists of a set related inventory items. When Ship Sets or Ship Models are enforced, it means that all the items belonging to a ship set or ship model should be released together, otherwise a warning message will be displayed. This feature helps to ensure that only complete ship sets and ship models are transferred to the staging subinventory.

Refer to Guided Demonstration – Pick Release Tab in Shipping Parameters Window [LAB2BABY]

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Agenda

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Auto Allocate

Auto Allocate

Auto allocation is the process by which you can automatically allocate move order lines with subinventory items based on the Oracle Inventory picking engine. To autoallocate during pick release you can set the Auto Allocate field in the Inventory tab of Release Sales Order for Picking window to Yes.

The release sequence rule selected for the pick release determines the order in which the move orders are allocated with materials. During allocation a high level reservation is placed on the items.

Allocation of inventory is a prerequisite for printing pick slips. The pick slip grouping rule selected during pick release determines the grouping criteria for the picked lines in the pick slip.

You can set the Auto Allocate option to Yes by default by setting the Auto Allocate checkbox to Yes within the Pick Release tab of the Shipping Parameters window. For more information refer to Pick Release slide.

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Autocreate Deliveries

Autocreate Deliveries

You can automatically create deliveries for delivery lines that are not assigned to delivery. During pick release you can check the Auto-Create Deliveries checkbox in the Shipping tab of Releasing Sales Order for Picking window to autocreate deliveries. The delivery lines are grouped together to form a delivery based on the parameters set in the Delivery Parameters tab within the Shipping Parameters window. You can also select a set of delivery lines in the Query window and autocreate delivery. For more information refer to Delivery Tab in Shipping Parameters Window slide.

Refer to Practice – Auto Create Deliveries [LAB2FCFY]

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Auto Pick Confirm

Auto Pick Confirm

Auto pick confirm can be set up as the default to occur immediately after the lines are detailed if an organization’s picks rarely deviate from the suggested picking lines or the overhead of requiring a pick confirmation is unmanageable. Auto pick confirm can be set up to occur by default by setting the Auto Pick Confirm field to Yes in the Shipping Tab of Release Rule window. This default option can be overridden during each pick release.

Pick confirmation follows the allocation and reservation of inventory items process automatically if both Auto Allocate and Auto Pick Confirm options are selected.

When Auto Allocate is set to Yes and Auto Pick Confirm is set to Yes:

• When the request is submitted the system automatically creates a move order for all eligible order lines that meet the picking criteria.

• The Release Sequence Rule can be used to sequence the orders for inventory allocation.

• Oracle Inventory’s Picking Rule can be used to detail the move order with suggested material.

• Pick Slips are printed and can be reprinted if needed later.

• The subinventory transfer is executed to move the material from it’s source location to the destination staging subinventory.

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• The delivery line status is changed to Stagged/Pick Confirmed, making it eligible to be Ship Confirmed.

Note: Auto Pick Confirm is not possible if Auto Allocation is not selected.

Note: Manual Pick Confirmation is required if you have Oracle Warehouse Management installed.

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Agenda

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Release Sales Orders for Picking Window

Release Sales Orders for Picking Window

Order Management Super User, Vision Operations (USA)

(N) Shipping > Release Sales Orders

Use the Release Sales Orders for Picking window to pick release sales order lines. You can select a set of parameters based on which you want to release sales order lines. You can only pick release the sales order lines that meet the following prerequisites:

• Delivery lines must be in the release status

• Delivery lines must have shippable items

• Delivery lines must have shipping workflow activity

In this window you can release sales orders based on existing release rules or define you own set of criteria to pick release.

For field description refer to Release Rule – Order Tab, Release Rule – Shipping Tab, and Release Rule – Inventory Tab slide.

Note: You can also run the pick release online in the Shipping Transactions form by selecting Launch Pick Release from the Actions menu.

Refer to Practice –Release Sales Orders [LAB2FD0Y]

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Summary

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