2012 0418 opm_webex_advisorwebcast

2
Day, Date, 2004
time p.m. ET
Teleconference Access:
North America: xxxx
International: xxxx
Password: Advisor
Wed., April 18, 2012
11:00 AM ET / 09:00 MT
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Teleconference Access:
Conference ID:
38860493 or Oracle OPM
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+1-706-758-7972
Other Global Toll Free:
Doc ID: 1148600.1
Upcoming OPM Community Webcasts:
May 16, 2012: On-hand Material Status: Changing
Status For One Lot (Doc ID 1064676.1)
June 20, 2012: To Be Announced (Doc ID 1064676.1)
July 18, 2012: To Be Announced (Doc ID 1064676.1)
For complete details OPM Webcast Events, please see Note
1064676.1.ok
For complete details on All Other upcoming Oracle Advisor
Webcast Events, please Note 398884.1.
Do you have any requests for future Advisor Webcast Events?
Please email your suggestions to bonnie.barstad@oracle.com,
subject: Topics of Interest.
Oracle Process Manufacturing (OPM)
© 2012 Oracle Corporation – Proprietary and Confidential

<Insert Picture Here>
Picking and Using Picking Rules with OPM Batches
Glenn Ruhl
Oracle Principal Technical Support Engineer

4
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
Safe Harbor Statement

6
Agenda
• OPM Picking Rules Overview
• Auto Detail
• Select Available Inventory
• Picking – High Level Description
• Picking Rule Setup
• Rule Defaulting Hierarchy
• Picking and Move Orders – Detailed Description
• Troubleshooting
• Gotchas and Known Issues
• References & Training

7
Batch Picking Overview
• Picking Rules in R12 replace the 11i AutoAllocation
rules.
• They are a way to select inventory based on rules
such as First In First Out (FIFO) or First Expired First
Out (FEFO), and other considerations
• Used for three different purposes in batches:
– Auto Detail
– Select Available Inventory
– Picking per se

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Auto Detail
• Automatic creation of detailed reservations for
ingredients based on Picking Rules
• Analogous to AutoAllocation for batches in 11i OPM
• From Batch Details screen, go to Inventory > Auto
Detail Batch or Auto Detail Line
• Must be initiated as above, no “fully automatic
autoallocation” when a batch is created as there was
in 11i, although you can automatically create high
level reservations upon batch creation

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Auto Detail

10
Select Available Inventory
• Presents list showing the available inventory for an
ingredient line
• Analogous to 11i Pick Lots
• Uses Picking Rules as part of filtering criteria and in
sorting the inventory
• Can be accessed from Tools menu on Item
Reservation Window in batches, to select lots to
reserve to the batch
• Can also be accessed from the Material Transactions
screen in batches to select lots to consume and
transact

11

12

13
Picking
• Creates move order to move material from storage
location to shop floor for consumption in batch
• For example, you store ingredients in a raw material
warehouse
• You need to transfer this inventory to the shop floor
before consuming it in a batch
• Picking creates a move order to do this transfer, and
uses the Picking Rules to allocate specific lots to the
move order

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Picking Button

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Picking Rule Setup
• You define picking rules for batches on the Inventory
Picking Rules screen (or in WMS for a WMS-enabled
org)
• Define the rules by with material will be selected
– For example, First In First Out or First Expired First Out
– Is partial allocation allowed?
– Must only a single lot be selected?
– Shelf Days – lot must not expire within this number of days

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Inventory Picking Rules
Inventory -> Setup -> Rules -> Picking

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Rules Workbench
• Rules must be assigned on the Rules Workbench
• Specifies the selection criteria for the rules, which rule
will be used when
• Can specify by:
– Organization
– Item
– Transaction source and/or transaction type (very important)
– Date range, etc.

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Rules Workbench screenshot
Inventory -> Setup -> Rules -> Picking -> Assignment

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Rules Workbench screenshot 2
Inventory -> Setup -> Rules -> Picking -> Assignment

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WMS Rule
Whse Mgmt -> Setup -> Warehouse Configuration -> Rules ->
Warehouse Execution -> Rules

21
Rules Hierarchy
• First looks at Rules Workbench to find the picking rule
to use
• If the situation does not fit the criteria for any of the
rules as specified on Rules Workbench, then uses
default set up on Organization Parameters, ATP,
Pick, Item-Sourcing tab.
• If no Org level default, then uses the system default –
rule_id 2, Absolute LIFO (Last In First Out)

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Picking Process and Move Order
• Must have a supply subinventory/locator on the
ingredient line, so picking knows the destination
subinventory/locator of the move order, i.e., where to
move the material to
• Defaulting hierarchy for supply subinventory/locator
– Org level default specified on Process Execution Parameters
screen
– Item default specified on Organization Items screen
– Can be entered or edited directly on Batch Details
• Note that this field is not used to direct Auto Detail to
look first in this subinventory
• If the ingredient already has a detailed reservation,
the move order will use that instead of applying
picking rules

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Supply Subinventory

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Click the Picking Button

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Picking “Find Batches” Screen

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Batches Meeting Criteria are Displayed

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Batch List

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Move Order and Pick Slip Created

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Pick Slip

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Move Order Allocation
Inventory-> Move Orders -> Move Orders

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Move Order
• Transacting the move order moves the material to the
supply subinventory and locator
• The system also automatically creates a reservation
of the inventory in the new location to the batch so it
cannot be taken for something else

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Transact Move Order
Inventory-> Move Orders -> Move Orders

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Troubleshooting
• Things to check if you have onhand inventory but
nothing is reserved or allocated by Auto Detail or
Picking or shown on Select Available Inventory
– Picking Rule setup and rules assignment
– Available to Reserve and Available to Transact on Material
Workbench (Inventory -> Onhand, Availability -> – the onhand
inventory may already be reserved
– Material Status on Material Workbench – does it allow
reservations, does it allow WIP Issue or Backflush Transfer
transaction types
– Expiration date on Lots form – are the lots expired, or will they
expire within the number of days specified on the Shelf Life
Days field on the Picking Rule

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Gotchas and Known Issues
• On Rules Workbench, make sure you specify Job or
Schedule in the Transaction Source field, otherwise
sales order and batch picking rules can interfere with
each other and stop working.
• For Picking itself, you must have supply
subinventory/locator on ingredient line, otherwise Picking
will fail because it will not know the destination
subinventory
• If autoallocation for the move order line fails because of
a problem with picking rule setup, the move order line
will be canceled immediately – you do not have the
option of allocating it manually

35
Gotchas and Known Issues
• Bug 12884372 – If the Shelf Life Days field has an
entry, the picking rule will not work with non-expiration
controlled items - all lots will be excluded
• Bug 13966853 – Select Available Inventory is not
sorting based on FIFO or FEFO as specified on
Picking Rule – seems to be sorting alphanumerically
based on lot number
– This does work correctly with Auto Detail and Picking, just not
the sorting of the display on Select Available. Note that
creation date and expiration date are shown on the form,
however, so you can select the correct lot.

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• To ask a question on the
phone line, select *1 on your
phone.
• To ask a question online, use
the Q&A area at the top.
• Your question will be
read aloud in the order
received.
• Question can also be asked
on the Process
Manufacturing Community

37
Collaborate with a large network of your industry peers, support professionals, and Oracle
experts to exchange information, ask questions & get answers. Find out how your peers are
using Oracle technologies and services to better meet their support and business needs.
• Exchange Knowledge
• Resolve Issues
• Gain Expertise
Visit My Oracle Communities
Visit the My Oracle Support
Community now!!
1. Log into My Oracle Support.
2. Select the Community tab.
3. Select the Enter Here button.
4. Select the Community Name
link under the E-Business
Suite section of the My
Communities Menu on the left
side of the window.

38
OPM Advisor Webcast Calendar and
Archive (Doc Id 1064676.1)

39
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• Please take a moment to complete the Advisor
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Advisor Webcast Assessment

40
THANK YOU

2012 0418 opm_webex_advisorwebcast

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