R12 Field Readiness Training

Oracle Warehouse Management

Crossdock Planning and Execution

R12 Field Readiness Training WMS - Crossdocking

Purpose:
This document provides an overview of features and enhancements included in
Release 12. It is intended solely to help you assess the business benefits of
upgrading to Release 12.
Disclaimer:
This document in any form, software or printed matter, contains proprietary
information that is the exclusive property of Oracle. Your access to and use of
this confidential material is subject to the terms and conditions of your Oracle
Software License and Service Agreement, which has been executed and with
which you agree to comply. This document and information contained herein
may not be disclosed, copied, reproduced or distributed to anyone outside Oracle
without prior written consent of Oracle. This document is not part of your license
agreement nor can it be incorporated into any contractual agreement with Oracle
or its subsidiaries or affiliates. This document is for informational purposes only
and is intended solely to assist you in planning for the implementation and
upgrade of the product features described. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making
purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely
include all features described in this document without risking significant
destabilization of the code.

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Crossdocking Setup for Hands On Exercise

Oracle Warehouse Management now enables users to crossdock material received to

fulfill a scheduled demand in two fashions: Planned and Opportunistic.

Incoming supply can be pegged to outgoing demand using crossdock rules. In case of
Planned crossdocking the pre-allocation is done during Pick Release. In
opportunistic crossdocking dynamic allocation is done during material putaway.

Operation plans can be used to consolidate the material appropriately in the staging area
for shipping purposes.

Refer to the Crossdocking TOI material for a detailed functional and technical overview.

This document focuses on the setup requirements of Oracle Warehouse Management

module for using Crossdocking features. The exercise will cover setting up Crossdock
parameters, Crossdock Rules, Operation Plans. Subsequent exercises will cover Planned
Crossdock and Opportunistic Crossdock processes.

The setup steps -- indicated as (ADHOC) -- are necessary data setup for executing the
hands-on exercises. They are not new features.

Step 1: Define a Planned Crossdock Rule

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Warehouse Configuration > Rules > Warehouse Execution > Crossdock Criteria

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Enter a Name and Description

Select Planned Crossdocking for Criterion Type
Set up the necessary criteria on the planning tab
Click on the Supply Tab

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Select the desired supply sources ( Priority only matters if prioritize documents is
checked on the planning tab. For the purposes of hands-on exercise this does not
matter.) Approved PO has to be selected.
Save the rule
Rule Name ________________________ (MPUPLAN1)

Step 2 : Define an Opportunistic Crossdock rule

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Warehouse Configuration > Rules > Warehouse Execution > Crossdock Criteria

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Enter a Name and Description

Select Planned Crossdocking for Criterion Type
Set up the necessary criteria on the planning tab
Click on the Supply Tab

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Select the desired supply sources ( Priority only matters if prioritize documents is
checked on the planning tab. For the purposes of the hands-on exercise this does
not matter.) Sales Order (Scheduled) has to be selected.
Save the rule
Rule Name ______________________ (MPUOPP)

Step 3: Ensure Organization is enabled for Opportunistic Crossdocking

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Warehouse Configuration > Warehouses > Warehouse Parameters

Check Enabled and select the Default Crossdock Criteria in Opportunistic

Crossdocking group box.

Step 4: Define Two new items (ADHOC)

There is no change in the process to create new items. This step is to ensure users are
working with their own items for the purposes of hands-on exercises to avoid any
confusion.

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Material Setup > Items > Master Items

Enter an Item name and Description

Copy from purchased item template
Save
Assign it to the WMS Organization you are working with.
Crossdock Item Name _________________________ (MPUXDK100)
Warehouse Organization _________ (W1)

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Repeat the above steps to create another item and assign it to Warehouse
Organization (W1)
Inventory Item Name __________________ (MPU-100)

Step 5: Setting Up Crossdock rule assignment

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Warehouse Configuration > Rules > Warehouse Execution > Rules Workbench

Select Planned Crossdock as the rule type

Create a new assignment with a sequence number
o Lower the sequence higher the precedence
o Ensure there are no active open-ended rule assignment with a lower
sequence than yours
Select your planned crossdock rule (MPUPLAN1)
Select the organization (W1)
Select the crossdock planned item (MPUXDK100)
Select Always in the Date Type column
Check Enabled

Repeat the above steps for rule type (opportunistic crossdock), opportunistic
crossdock rule (MPUOPP), Organization (W1), and Inventory planned item
(MPUXDK100)

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Step 6: Create inventory levels (ADHOC)

Mobile Navigation: Whse Mgmt > Warehousing > Inventory > Receipts > Miscellaneous
Receipt

The procedure to perform a miscellaneous receipt is same as before.

Receive a quantity of 1000 to a storage locator for crossdock planned item

(MPUXDK100)
Receive a quantity of 1000 to a storage locator for inventory planned item (MPU-
100)
Ensure the storage locators are easily accessible for picking ( One way to ensure
this is to have a default picking rule with no restrictions. And include it on all the
strategies at the end. )

Record the details

Item Qty LPN Subinventory Locator

Step 7: Order Management and Shipping Parameter setup (ADHOC)

Navigation: Order Managment > Setup > System Parameters > Values

Set a value of 0 for Reservation Time Fence parameter.

Hint: This setting will ensure that no high level reservations are created when the
sales orders are booked. This is necessary because system will not try to
crossdock for the demand lines with any reservations.

Navigation: Order Management > Shipping > Setup > Global Parameters

Select Transportation tab

For Delivery Date Calculation Method field select Scheduled Date, Requested
Date value
Hint: This will ensure that the Deliverys initial pickup date is correctly set as per the
scheduled ship date.

Step 8: Create Purchase and Sales Orders (ADHOC)

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P1 P2 P3 P4 P5 P6 S1 S2 S3 S4 S5

Time Line
CW BT OPT
Planned

OPT BT CW
Opportunistic
5:00 PM

The above is a picture depicting the Time Line. Each slice can be Days, Hours, or
Minutes. For the purposes of illustration in the context of the sample data used for the
hands-on exercise the above picture also indicates 5:00pm on a working day and each
slice here should be interpreted as an hour. There are Six Purchase Orders with arrival
time and Five Sales Orders with shipment time indications along the time line. The
minimum required for the basic preliminary hands-on exercises are two POs (P1 & P2)
and two SOs (S4 & S5).

The Planned depiction of Crossdock Window (CW), Buffer Time (BT), and Order
Processing Time (OPT) will be used in Planned Crossdocking process for backward
scheduling. Similarly Opportunistic depiction will be used for Opportunistic
Crossdocking process for forward scheduling.

The timeline, supply arrival date and times, and demand departure date and times are
particularly important to understand the effects of the various parameter settings on the
crossdock criteria.

There is no change in the procedure to create a Purchase Order or a Sales Order. The
following is a generic guideline with specifics for the hands-on exercises.

Creation of a PO:
Create a Standard PO
Set Ship-To and Bill-To to your Organization (W1)
Create a line for the crossdock planned item (MPUXDK100) for a qty of 5
Enter a promise date with time details E.g.: For Purchase Order P1 the promise
date would be 15-OCT-2006 12:30:00 PM, for P2 it would be 15-OCT-2006
1:00:00 PM.
Change the Receipt Routing to Standard Receipt

For the purposes of this document the details of the POs are as below for easier reference.

Purchase Order Number Promise date

P1 15-OCT-2006 12:30:00 PM
P2 15-OCT-2006 1:00:00 PM

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P3 15-OCT-2006 1:30:00 PM
P4 15-OCT-2006 2:30:00 PM
P5 15-OCT-2006 3:00:00 PM
P6 15-OCT-2006 3:30:00 PM

Record your Purchase Orders and Promise dates

Purchase Order Number Promise date

Creation of a SO:
Navigation: Manufacturing and Distribution Manager > Order Management >
Orders, Returns > Sales Orders
Create a Standard Sales Order
Change Warehouse on Others tab to the Organization(W1) in use.
Enter a sales order line for the crossdock planned item (MPUXDK100) for a
quantity of 5
Enter the desired date in the Scheduled Ship Date field.
Save the Order
Book the sales order

The following steps are not required if the crossdock time fences (CW, OPT, BT,
PDS) are specified as a number of days. They are required if the time fences are
specified in hours and minutes for the purposes of our exercise.

Navigation: Manufacturing and Distribution Manager > Warehouse Manager >

Outbound Logistics > Shipment Planning & Transactions Shipping
Transactions Form
Using Auto create Delivery action, create a delivery for the sales order
Using Auto create Trip action, create a trip for the sales order
Navigation: Manufacturing and Distribution Manager > Warehouse Manager >
Outbound Logistics > Dock Assignment
Create a dock appointment for the sales order indicating the expected shipment
time on the scheduled shipment date

For the purposes of this document the details of the Sales Orders are as below for easier
reference.

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Sales Order Delivery Trip Dock Appointment Time

Number
S1 D1 T1 15-OCT-2006 3:45:00 PM
S2 D2 T2 15-OCT-2006 4:10:00 PM
S3 D3 T3 15-OCT-2006 4:40:00 PM
S4 D4 T4 15-OCT-2006 5:00:00 PM
S5 D5 T5 15-OCT-2006 5:30:00 PM

Record your Sales Orders and the details ( Need Delivery, Trip, and Dock Appointment
time when the time fences are defined in hours or minutes. Otherwise use scheduled ship
date. )

Sales Order Delivery Trip Dock Appointment Scheduled Ship Date

Number Time and Time

Step 9: Create a Crossdock Operation plan

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Warehouse Configuration > Warehouses > Operation Plans

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The procedure to create a Crossdock operation plan remains same to a large extent except
for the following details:

Check Crossdock to WIP if this operation plan is intended to be used for WIP
Component issues
On Cross dock operation, select the appropriate outbound operation plan in
Crossdock Method field that should be used while crossdocking the material

Step 10: Create a mobile user for yourself (ADHOC)

Navigation: Manufacturing and Distribution Manager > Warehouse Manager > Setup >
Warehouse Configuration > Resources > Employee

Create a new employee for yourself

Navigation: System Administrator > Security > User > Define

Create user for the employee created above

Record your user id ____________________
Assign Whse Mgmt(Application Warehouse Management) and Materials &
Mfg(Application Inventory) responsibilities to this user

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