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Oracle Shipping Execution

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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

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Agenda

Understanding Shipping Concepts Using Pick Release Entering Ship Confirm Deliveries and Delivery Lines Defining Shipping Setups

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Shipping Execution Flow


Order Management Workflow Activities

Schedule - Line

Create Supply

Ship Line

Sales Order Line in Ship Line Workflow activity Order Line:Ready to Release

Changes

Order Management

Order Line Status: Awaiting Shipping


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Shipping Execution

Shipping Concepts
Trips Deliveries Delivery Lines LPNs Locations

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Pick Release Concepts


Which sales order to release? Release Rules 3 2 1

In what order to allocate inventory?

Release Sequence Rules

What material to release? How to group Pick Slips?

Picking Rules

Pick Slip Grouping Rules

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Pick Release Process Flow

Book Order

Run Pick Release

Inventory Reservation

Pick Slips

Manual Pick Confirm (OR) Auto Pick Confirm

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Ship Confirm Process Flow

Ship Confirm

Delivery

Ship Inventory Activities

*Backorder
Requires Re-Pick

Stage Leave Staged

Backorder Transfer to Cycle Count

* Reservations removed
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Automated Ship Confirm

Using

Shipping Transaction Form Quick Ship Window Ship Confirm Deliveries SRS
Based On Ship Confirm Rule

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One Step Shipping

Pick, Pack, and Ship

Autocreate Deliveries

Pick Release and Pick Confirm

Auto Create Trips

Ship Confirm

Autopack Deliveries

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Shipping Transactions Form


Query Manager
Searches

Shipping Transactions Form

Stops Trip Shipping Reports Delivery Delivery Line Ship Confirm

Pick Release Containers (LPNs)

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Quick Ship User Interface

Viewing and Updating Shipping Exception

Quick Ship Window

Freight Costs

Shipping Transactions Form

Ship Confirm

Document Sets

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Shipping Roles and User Security


Trips
Assign Freight Costs Pick Release Form Ship Confirm

General
Configure Regions

Configure Buttons

Lines/LPNs
Split Line Cycle Count Delivery Line Unpack

Stops
Pick Release Form Launch Pick Release Update Status

Deliveries
Auto-Pack Auto-Pack Master Close

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Shipping Exceptions

Shipping Exceptions

Viewing and Updating

Logging

Deleting

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Agenda

Understanding Shipping Concepts Using Pick Release Entering Ship Confirm Deliveries and Delivery Lines Defining Shipping Setups

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Release Sales Orders

Awaiting Shipping

Document Sets

Prior Reservations Only

Selection Criteria Ship From: Seattle Ship Date From: Null Ship Date To: Current Date Carrier: DHL Find all the orders that are scheduled to ship today (or earlier) from Seattle, that are shipping DHL.
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Methods to Pick Release

Release Sales Orders


Online

Concurrent

SRS

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Pick Release Parameters

Controls the Picking Process

You define: Release Sequence Rule Pick Slip Grouping Rule Default Pick Release Document Set

Default Staging Subinventory


Default Staging Locator

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Configuring Pick Release Process


Pick Release Sales Order One Step Picking: Auto Allocate = Yes Auto Pick Confirm = Yes Two Step Picking: Auto Allocate = Yes Auto Pick Confirm = No Three Step Picking Auto Allocate = No Auto Pick Confirm = No Results after Pick Release Move order Created Inventory Allocated * Material moved to Stage Move order Created Inventory Allocated

Move Order Created

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

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Auto Create Delivery


ABC Print From Seattle DHL To San Jose Delivery 1

Prepaid

ABC Print From Seattle DHL

To New York

Group by: Ship From Ship to Customer Carrier Freight Terms Delivery 2

Prepaid
Deliveries

Delivery Lines

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Agenda

Understanding Shipping Concepts Using Pick Release Entering Ship Confirm Deliveries and Delivery Lines Defining Shipping Setups

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Ship Confirm

Ship Confirm

Auto Ship Confirm

Manual Ship Confirm

Delivery Status:Staged

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Shipping Transaction Parameters

Controls the Ship Confirmation Process

You define: Default Ship Confirm Document Set Ship Confirm Rule Auto-pack Options

Goods Dispatched Account


Enforce Packing in Containers

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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

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Ship Confirm Rules

Ship Confirm Rules Ship Confirm Deliveries SRS Quick Ship Release Sales Orders for Picking Shipping Transactions Form Auto Ship Confirm Report Release Sales Orders SRS Release Rules

Ship Confirm

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Ship Confirm Deliveries SRS

Ship Confirm Deliveries SRS

Ship Confirm

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Agenda

Understanding Shipping Concepts Using Pick Release Entering Ship Confirm Deliveries and Delivery lines Defining Shipping Setups

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Working with Deliveries and Delivery Lines


Split Transfer Cycle Counting

Delivery Lines

Autocreate or Assign
Delivery Delivery Line

Assign

Freight Costs

Trip

Weight and Volume

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Delivery Parameters
Delivery

Shipping Parameters

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Delivery Line Processing Statuses

Ready to Release

Released to Warehouse

Staged

Backordered

Shipped

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Packing into LPNs/Containers

Container-item relationship

AutoPack

Manually Pack

Delivery Lines

Containers (LPNs)

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Container Load Details


Container Item Box4 Pallet Load Item BB-2002 Box4 Max Quantity 4 8 Preferred Flag

UOM
Ea Ea

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Working with Trips


Delivery Containers and Lines AutoCreate Trip Assign Manually Create

Freight Costs

Document Sets

Weight and Volume

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Agenda

Understanding Shipping Concepts Using Pick Release Entering Ship Confirm Deliveries and Delivery Lines Defining Shipping Setups

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Shipping Parameters

General

Shipping Parameters

Shipping Transaction

Delivery

Transportation

Pick Release

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General Parameters

General

Shipping Parameters

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Transportation
Transportation

Shipping Parameters

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Global Shipping Parameters

General

Transportation

Global Shipping Parameters

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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

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Pick Slip Grouping Rules


Released Order Lines Order No. 5345 Srce Subinventory: FGI Order No. 5345 Srce Subinventory: FGI Order No. 5345 Delivery: 61814 Srce Subinventory: FGI Order No. 6532 Delivery: 61814 Srce Subinventory: MFG Pick Slips # Grouped by Source Subinventory

#1

Grouped by Delivery

#2

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Release Sequence Rules


Inventory Allocations Released Order Lines

Prioritize by:
Shipment Priority Schedule Dates Order Number Customers Open Invoice value Ascending or Descending

Move Orders Source:

Subinventory Locator Revision Lot Number

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Release Rules
Criteria to Release Orders By Customer Ship Method Order # Date Range Based on Rule Release Sales Orders SRS 54 1 Release Sales Orders

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

Release Rule Name

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Freight Carriers
Define a freight carrier name

Select the service level for the carrier


Select the mode of the transportation

Freight Carrier Viking Yellow

Mode LTL TL

Service Level Ground Ground

Org M1 M1

Shipping Method Vik_LTL_Ground Yell_TL_Ground

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Freight Cost Types


Enter an Amount for each Type

Freight - Insurance - Handling - Export Fees - Duty Fees


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Freight Cost Freight Charges

Shippers Costs

Customers Charges

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Transit Times
Ship Method

Defined for each

Transit Time Ship From Location Ship To Location

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Shipping Documents Sets


3 2 1 Printers Document Sequence Assigned Grouped Shipping Document Sets Printed During

Shipping Documents & Reports

Pick Release

Ship Confirm

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Choose Printers
Printer 1 Profile Hierarchy Pick Slips User Printer 2

Responsibility
Packing Slips Printer 3 Application Site

Mailing Labels

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Shipping Roles and User Security


STF & Quick Ship Window Control Actions List Access To Tools Menu Configure User Interface Users Full Access View Only Full Access

Roles

Granted

Role 1

Organization 1

Role 2 User Role 3

Organization 2

Organization 3

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Regions and Zones


U.S.A Zone

New York U.S.A Region New York Washington D.C. Maryland Transit Time

San Francisco Bay U.S.A Region San Francisco Oakland Berkeley

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Calendars

Shipper

Receiver

Calendars

Carrier
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Profile Options
Value Assigned Controls Access and Process Data

Shipping Execution User Profile Options

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Lookups

Update

Lookups

List Of Values (LOVs)

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Shipping Execution Reports

Productivity Control of Operations Shipping Execution Shipping Reports

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Departure Ship Notice Outbound (DSNO)

Shipping Execution

EDI Translation Software

DSNO

Oracle EDI Gateway Trading Partner

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Oracle Transportation Execution

Transportation

Shipping Execution

Streamline Logistics Execution Process

Picking

Packing

Shipping

Delivery To Customer

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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

Copyright 2004, Oracle. All rights reserved.

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