WMS Zone Picking basic setup steps

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Pick Release is the process of Picking the order for ship confirming.
This process includes 3 parts, Move Order creation and Move order Allocation and Move order transaction.

When you do a pick release, it will create a move order, as per the details you have provided in the picking process, it will allocate the move order from the satisfied subinventory, locator, lot, serial, LPN.
And as per the criteria (whether auto pick confirm is Yes or No), it will transact the move order as well.

So in Shipping transaction form, the flow will happen like this

1. Ready to Release: The order is booked and ready and you can run the pick release on this
2. Released to Warehouse: Once you did pick release and if the pick release successful, it will be changed to Released to warehouse. Also if no order satisfies the criteria what you have given, then the status will remain as it is. If Auto Pick confirm is set as Yes, this satus will never come and it will move to next status Satged/Pick released.
3. Backordered: If there is no satisfied source find during the process of pick release, delivery details will be back ordered.
4. Staged/Pick Confirmed: Once pick release process including pick confirm completes (depends on the Auto pick confirm flag), status will be changed to this.

Auto Pick Confirm flag under shipping tab

Mostly this flag was kept as No for Warehouse enabled Organizations, so that the physical pick and drop process can be done from the physical location through Paper based picking or task directed picking. When this flag is No, after pick release, the status in shipping transaction form will be released to warehouse and as per setup pick slip will be printed. Warehouse operator will do the Pick and Drop transaction using the data from the pick slip in MSCA.

Also even if it in not WMS enabled organization, still if you need to manually do the Move order transactions and if your business has some checks, then also you can keep the flag as No.

If the flag is set to Yes, during pick release, system will do the move order transaction as well and status in shipping transaction form will be staged/pick confirmed. Which means pick release is complete and order/delivery is ready for shipping.

Pick release can be done in different ways
Navigation:
Order Management --> Shipping --> Release Sales Order

Using Release Sales Orders form

Here you can enter all required parameter and release the orders either in concurrent or in online method.
In this method, you can pick release individual orders and restrict them with different parameters in the order tab.

In the Shipping tab, you can select how you want to handle the picking batch, whether you want to auto create delivery, whether you want to auto pick confirm, if you want to auto ship confirm the order from this form, also you can do so, if you select Auto pick confirm as Yes and using a ship confirm rule.

You can even restrict or specify certain other parameters like ship method and which sequence rule you want to use.

In the Inventory tab, you can specify from which warehouse, subinventory, locator you want to pick from and which subinventory and locator you want to stage in.

Also you can choose allocation method here whether inventory or cross-docking.

Here you can use business required predefined pick slip grouping rule as well to group the pick slips.

Using Release Sales Orders SRS

Pre-req for this process is to have your Pick release rule defined before hand (explained below).

Benefit of this method is, you can release multiple orders in one request just using a required release Rule name which satisfies your current business need which you have already defined in system.

Note: If you have many Release Rules defined for your business and you want them to be scheduled and executed one by one. You can consolidate all requests in one request set one by one and schedule that request set.

Define Release Rule Form:

Navigation:

Order Management --> Setup --> Shipping --> Picking --> Define Release Rule Form

Pick Release rule is nothing but the predefined pick release rule with all specific restrictions and attributes depending on your business needs.

This form is exactly like the Pick release form we discussed above. The same criteria, same restrictions can be used her as well. But here, you can define the rule, so that instead of manually selecting those criteria, every time, you can use the pre-defined release rule.

You can define multiple release rules with all set of parameters like for different customer, different item category, and all type of business requirements and use the same for Pick release from using the Form or Pick release through SRS.

Post pick Release and Debugging

Post Pick release execution, if any exception occurred, you can find those details in below table

select * from WSH_EXCEPTIONS;

Tables involved in pick release are below

You will be able to find the pick release batch details like what restrictions,, attributes used for the pick release.

SELECT * FROM WSH_PICKING_BATCHES;

Other tables involved here as well for delivery are

WSH_DELIVERY_DETAILS

WSH_DELIVERY_ASSIGNMENTS

WSH_NEW_DELIVERIES

If you want to check which release rules used for which order and what is the pick release batch for your sales order, you can use below script

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SELECT wdd.source_header_number,

       oel.line_id,

       mp.organization_code,

       wpb.name,

       mtrl.creation_date,

       mtrl.last_update_date,

       mtrl.request_id mtl_req_id,

       wpb.request_id pick_batch_req_id,

       wdd.batch_id pick_batch_id,

       oel.ship_set_id,

       (select user_concurrent_program_name

          from apps.fnd_concurrent_programs_tl

         where concurrent_program_id =

               (select concurrent_program_id

                  from apps.fnd_concurrent_requests

                 where request_id = nvl(mtrl.request_id, wpb.request_id))) prog_name,

       decode((select concurrent_program_id

                from apps.fnd_concurrent_requests

               where request_id = nvl(mtrl.request_id, wpb.request_id)),

              1003890,

              (select PICKING_RULE_NAME

                 from apps.WSH_PICKING_RULES_V

                where picking_rule_id =

                      (select argument1

                         from apps.fnd_concurrent_requests

                        where request_id =

                              nvl(mtrl.request_id, wpb.request_id)))) rel_rule

  FROM apps.wsh_delivery_details  wdd,

       apps.mtl_txn_request_lines mtrl,

       apps.oe_order_lines_all    oel,

       apps.wsh_picking_batches   wpb,

       apps.mtl_parameters        mp

 WHERE wpb.batch_id = wdd.batch_id

   AND mtrl.line_id = wdd.move_order_line_id

   AND wdd.released_status IN ('S', 'Y', 'C')

   AND wdd.source_code = 'OE'

   AND wdd.source_line_id = oel.line_id

   AND oel.line_id = &LINE_ID

   and oel.ship_from_org_id = mp.organization_id;

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Pick Wave is the process of Picking a Group of orders which can be released to different warehouse operator with the use of Pick Release rule WMS Pick rule and WMS Task assignment rule.
Wave picking is a term for a process used in a warehouse management system to describe a process to support managing the work of a warehouse or distribution center. Wave picking is an application of short interval scheduling, to assign orders into groupings (waves) and release them together so as to allow management to coordinate the several parallel and sequential activities required to complete the work.
The individual orders in the wave are dependent on the criteria used to make the selection.

The wave data includes the workload by order or function (case picking, repack picking, pallet movement, pick position replenishment, packing, etc.), providing management the information to calculate staff requirements and assign staff by function, with the expectation that the work in each function, within each wave, can be started and be completed at about the same time. There are two basic planning elements and benefits of wave picking.
To organize the sequence of orders and assignment to waves, consistent with routing, loading and planned departure times of shipping vehicles or production requirements, etc., to reduce the space required for shipping dock handling to assemble orders and load; and
To assign staff to each wave and function within a wave, with the expectation that all the work assigned to each wave will be completed within the wave period, providing management with the ability to monitor and manage performance throughout the day, and respond in a timely way to problems that occur, and more effectively utilize the staffing throughout the shift.
Material handling methods and equipment are independent of waving. Each set of method (e.g., order pick, batch pick, bulk pick) and equipment (e.g.,conveyor and sorter, ASRS, order picker, pallet jack, fork lift) will yield a different expected productivity rate for management to use in determining the number of staff-hours to assign to each function by wave.

Additional benefits of wave picking include the improved ability to

• measure productivity within a function
• budget labor
• estimate the throughput capacity based on staffing levels
• evaluate the impact of changes in methods and equipment by function
• provide feedback regarding performance
• Better understand the nature of the workload as it changes seasonally, as a consequence of demand, and as a consequence of sales efforts and marketing campaigns

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To achieve this, you have to follow below steps

1. Define the Picking and Shipping Document set

2. Define a Ship confirm rule and add the shipping document here.

3. Define a a Pick Release rule

    (Make sure Auto Pick Confirm, Auto Create Delivery, Auto Pack Delivery are set as Yes)

4. Add the ship confirm rule in the shipping tab

5. Add the Picking Document set in Pick release rule

6. Make sure Auto allocate is Yes in Inventory tab.

7. Now use "Release Sales Order SRS" and Schedule it as per the frequency you need for the Pick release rule you have created.

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