January 5, 2016

Oracle WMS Rule

Oracle WMS provides a complete advanced set of tools which enables a warehouse to work effectively dispatching tasks in time error free to the correct destination and operators.
Non WMS warehouses are mostly managed by manual interventions and decisions taken by the operators which increases the scope for manual error, delay in delivering a task, sometimes serious mistakes which incur huge loss in inventory management.
Also some complex decisions cannot be taken by human operators which can increase the warehouse optimization.

To all these questions, concerns and mistakes, oracle has answered in the WMS in the form of WMS rule engine.

The rules engine enables directed picking and put away, assigns newly received material to a cost group, ensures customer compliant labeling, assigns tasks to a resource with the appropriate training and equipment, and selects the correct operation plan for a task. You can also use the cartonization criteria to assign the four options of the cartonization algorithm at the organization or subinventory level. Rules can be based on nearly any attribute in the database, including user-defined flexfields. Strategies, or a collection of rules, can be organization specific, customer specific, item specific, or specific to one of many additional business objects. Below are the different types of rules which can be defined in WMS rule engine.
Below are the different types of rules which can be defined in WMS rule engine:

Directed Picking and Putaway

The rules engine provides intelligent suggestions for put away locations of new material, based on virtually any business process. Some common processes the rules are capable of modeling include: minimizing item fragmentation, requiring no lot commingling in a locator, directing hazardous materials to a corresponding hazardous storage location, or placing seasonal items in a subinventory dependent on time of year. Other put away possibilities include: basing the location on inspection results, purchase order type, or item category. The rules engine also suggest material put away to intelligent locations suggested by the rules engine, for any items anywhere within the warehouse. 

When the system releases a pick wave to the warehouse floor, the rules engine determines the allocation suggestions. You can create picking rules to model business practices such as: to ensure stock rotation, meet customer requirements such as stock condition or quality, lot expiration date, or country of origin. You can allocate material by a simple FIFO or FEFO (first expired, first out) rule at the organization level, picking rules that pick to deplete a location to free up additional warehouse space, or rules to pick by cost group ownership. You can also model customer requirements so a single lot fills an entire order, or warehouse preferences so an item is picked from a single locator.

Task Type Assignment

Task type assignment captures the skill sets and equipment required for a warehouse task so work is assigned to appropriate users. Operators can sign onto a mobile RF device, optionally specifying the equipment available to them. Tasks are assigned to operators based on the operators skill set, equipment requirements and capacity, or the subinventory in which the task occurs. For example, you can assign hazardous tasks to personnel with the appropriate HAZMAT training, and limit put aways to the top racks to operators who signed on with a high-reach forklift.

Cost Group Assignment

Cost groups capture the material valuation accounts necessary for tracking inventory value. For instance, you can set up different accounts for refurbished, consigned, and company-owned inventory. You can also keep different cost groups for different sales channels. When you receive new material into the warehouse the owning cost group must be determined.
Material handlers should not make Cost group decisions. The rules engine automates this decision making, removes complexity from the floor and still provides material valuation accounts tracking. Cost group assignment can be made by inspection results, with a failed item assigned to a Hold for MRB cost group. Cost groups can also be assigned by supplier site, item category, or by item. The system uses default cost group of the items storage subinventory when it cannot find a rule for the transaction.

Label Format Assignment

Compliant labeling is becoming increasingly important, but also increasingly difficult as different customers or carriers may require a different label format. The rules engine can select the appropriate label format based on customer, carrier, item category, or transportation method. These formats are associated with the required information, barcode symbologies, and appropriate layout for each item or container. Additionally, odd sized items may require different label types, or some order types may require weather-resistant labels. The rules engine can print different labels for different freight carriers or shipment types. The rules engine can also select label formats for use inside the warehouse. When you receive lot controlled items, the rules engine can print the appropriate lot stickers automatically.

Operation Plan Assignment

Operation plans determine the routing, packing, and consolidation operations that a task must go through. Some outbound processes may require LPN-based consolidation, whereby the system suggests which LPN to consolidate a delivery into when dropping an LPN in a staging lane, while other deliveries do not use this LPN consolidation. The operation plan selected during task creation controls these options as well as several additional features. The Rule Engine selects the operation plan based on the source subinventory, destination staging lane, customer class, or item type, or any number of different criteria.

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December 24, 2015

Please go through the Setup steps, their significance and the navigation to the setup forms.

Define Profile Options
Define Mobile User ID

Navigation:
System Administration>Security>User>Define

Define Warehouse

Navigation:
Setup>Warehouse Configuration>Warehouses>Define Warehouses

Define Warehouse Parameters

Enable WMS attribute
  • Serial Control
  • Lot Control
  • LPN Control
  • Crossdocking Information
  • Time Zone
  • Default Cycle Count Header
  • Default Picking Rule
  • Default Put away rule
  • Cartonization Options
  • Default pick task type
  • Default replenishment task type
  • Default Move Order Transaction Type
  • Default Move Order issue Task Type
Navigation:
Setup>Warehouse Configuration>Warehouses>Warehouse Parameter

Receiving Options

Navigation:
Setup>Warehouse Configuration>Warehouses>Receiving Parameters

Define Subinventory Attributes

Navigation:
Setup>Warehouse Configuration>Warehouses>Receiving Parameters

Define Stock Locators Attributes

Units, volume, weight, Dimansions, coordinates

Navigation:
Setup>Warehouse Configuration>Warehouses>Stock Locators

Define Dock Door to Staging Lane Relationships

Navigation:
Setup>Warehouse Configuration>Warehouses>Dock Door to Staging Lane Assignments

Define Shipping Networks

Define the required shipping networks between different warehouses also attach the shipping method if needed

Navigation:
Setup>Warehouse Configuration>Warehouses>Shipping Networks

Define Item Attributes for WMS

Lot, Lot Expiration,Serial controlled, Physical attributes and Material Status

Navigation:
Setup>Material Setup>Items>Master Items

Define Material Statuses

You use this form to setup material status codes that enable you to control the movement and usage of material for portions of on-hand inventory that might have distinct differences

Navigation:
Setup>Transaction Setup>Inventory Transactions>Material Status

Define Lot and Serial Attributes

Navigation:
Setup>Material Setup>Lot/Serial Attributes>Lot/Serial Attributes Descriptive Flexfield>Segments

Define Warehouse Resources

Define all resources here Human, Equipment, etc so that accordingly you can assign tasks to these resources

Navigation:
Setup>Warehouse Configuration>Resources>Resources

Define Equipment Items

Equipment, such as forklifts, pallet jacks, and so on are used to perform tasks in a warehouse.  In WMS, you set up equipment as a serialized item and a resource.  
Users sign on to the serial number of the equipment and are dispatched tasks appropriate to that equipment.
  • Define the equipment as an item
  • Define the item as an equipment type 
  • Specify the equipment as serial controlled (predefined)
  • Enter the equipment capacity (optional)
  • Generate serial numbers for the individual pieces of equipment

Navigation:
Setup>Material Setup>Items>Master Items
Setup>Warehouse Configuration>Resources>Equipment

Define Equipment Serial Numbers

Navigation:
Setup>Inventory Management>Material Maintenance>Generate Serial Numbers

Define Departments

Navigation:
Setup>Warehouse Configuration>Departments & Resources>Departments

Define Transaction Reasons

Navigation:
Setup>Transaction Setup>Inventory Transactions>Transaction Reasons

Define Label Formats

You are setting up the data fields that you want the system to include on a particular label

Navigation:
Setup>Warehouse Configuration>Printing>Define Label Formats

Define Associate Label Formats to Business Flows

Navigation:
Setup> Warehouse Configuration>Printing>Assign Label Types to Business Flows

Assign Labels to Printers

Navigation:
Setup> Warehouse Configuration>Printing>Assign Printers to Documents

Define Cost Groups

Navigation:
Setup>Material Setup>Costs>Cost Groups

Define Account Alias

Navigation:
Setup>Transaction Setup>Inventory Transactions>Define Account Aliases

Define Pick Sliationp Grouping Rules

Setup pick slip grouping rules to specify different ways in which a warehouse might choose to fulfill a group of orders

Navigation:
Setup>Warehouse Configuration>Rules>Pick Wave>Pick Slip Grouping

Define Release Sequence Rules

Navigation:
Setup>Warehouse Configuration>Rules>Pick Wave>Release Sequence

Define Release Rules

Navigation:
Setup>Warehouse Configuration>Rules>Pick Wave>Release Rules

Define Container Types

Before you set up cartonization and container items, you should verify that the appropriate container types exist.  Container types represent the codes that you assign to various containers, such as boxes, bins and pallets.  The WMS system comes pre-seeded with a variety of container types but the system also enables you to set up your own

Navigation:
Setup>Material Setup>Items>Container Types

Define Container Items

Containers can be defined as item
Navigation:
Setup>Material Setup>Items>Master Items

Define Cartonization Groups

Inventory class categories can be defined for this
Navigation:
Setup>Material Setup>Items>Categories>Category Codes

Define Cartonization Category Sets

Navigation:
Setup>Material Setup>Items>Categories>Category Sets

Define Container Item Relationship

Navigation:
Setup>Material Setup>Items>Define Container Item Relationship

Define Shipping Parameters

Navigation:
Setup>Warehouse Configuration>Warehouses>Shipping Parameters

Define Task Types

For each unique combination of human and equipment resourses, a new task type should have been defined.

Navigation:
Setup>Warehouse Configuration>Tasks>Standard Task Types

Define Task Type Assignment Rules

To define rules for Cost Group Assignments, Label Format, Pick, Put Away and Task Type assignments.

Navigation:
Setup>Warehouse Configuration>Rules>Warehouse Execution>Rules

Define Warehouse Strategy

A strategy is an ordered sequence of rules that the system uses to fulfill complex business demands. The rules strategy are selected in sequence until the put away or picking task is fully allocated, or until a cost group that meets the restriction is found. When you define strategies, you also specify the date or range of dates on which the strategy is effective. You also specify whether you want the system to execute a strategy, if it can only successfully execute part of that strategy.

Navigation:
Setup>Warehouse Configuration>Rules>Warehouse Execution>Strategies

Define Warehouse Rules Workbench

Add the strategies here in a sequence with required parameter values to execute in required sequence.

Navigation:
Setup>Warehouse Configuration>Rules>Warehouse Execution>Rules Workbench

Define MWA Personalization Framework

To customize any mobile pages, any fileds in there, you can use this to customize
Navigation:
Setup>MWA Personalization Framework
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