Multi Org Access Control Setup: Business Group to Inventory Organization

Below is the MO Hierarchy

Business Group à Legal Entity à Operating Unit à Inventory Organization

Business Group Setup

Below are the pre-setups required for Business Group

Define a Location

Navigate to Human Recourses Responsibility -> Work Structure -> Location

Enter Address Style, Address details, Timezone in Address Details Tab
In Shipping Details Tab, select all required business purposes for this location

Define the Business Group

Navigate to Human Recourses Responsibility -> Work Structure -> Organization -> Description

Select New

Enter the Business Group Name
Enter the location you have created
Select Internal in Internal or External field
Then Click Save
Enter Business Group in Name under Organization Classification Check Enabled and the Save

Click on Others Button, select *Business Group Info option from the LOV

Click on the Business Group Info. Field, it will open the DFF

Fill All the details

Click Ok and then Save

Setup Legal Entity

Need to create below 2 Legal Entities
India LE
Singapore LE Switch responsibility to General Ledger, Visions Operations (USA)

Navigate to Setup à  Financials à Accounting Setup Manager à Accounting Setups

Select Legal Entity Tab, the click on create Legal Entity

Enter the details

Select on Create New Address radio button for creating new address, else select an address from the existing list
Fill the details in General Information

Then Click on Apply.

Again go to Legal Entity tab and click on Create Legal Entity to create Singapore LE

Create or Select from the list

Click on Apply

Confirmation message displays

Create Ledger

We have to create 2 ledgers here

Currency
Calendar
Chart of Account

Accounting Convention In multi org structure we will follow the same calendar, currency and chart of accounts for the companies. In the above scenario as we have the companies in 2 different countries we will have 2 different ledgers.

• India Ledger
• Sinapore Ledger

Switch responsibility to General Ledger, Visions Operations (USA)

Navigate to Setup à  Financials à Accounting Setup Manager à Accounting Setups

Click on Create Accounting Setup

We have already created the legal entity, so we can move to next

Enter the Primary Ledger details

You can create your own Chart of Account, Calendar, Currency and Subledger Accounting Method or you can use from the system.

Click Next

Click Finish

Create the Singapore Ledger Similarly

Create and Assign Operating Unit and Legal Entity

Switch responsibility to General Ledger, Visions Operations (USA)

Navigate to Setup à  Financials à Accounting Setup Manager à Accounting Setups

Enter the Ledger Name and Click Go 

Click Update Accounting Option button

Click Add Legal Entity 

Search for the India Legal Entity

Click on Apply button
Legal entity now attached
Click on the Update action for Ledger options and proceed next till finish.

After finish, operating unit option will be enabled

Adding Operating Unit to the Ledger

Click on the update button on the operating unit

Click on Add Operating Unit

Click Apply

Now Search the OU created

Click on Complete 

Now complete all other ledger option

Click Complete

Similarly complete the ledger setup and Operating and LE assignment for both the operating Units 

Create Inventory Organization

Read more on Oracle Inventory Organization

Navigate to Human Recourses Responsibility -> Work Structure -> Organization -> Description

Click on Others and select Accounting information

Click Ok, then Yes for the Save pop up.

Now Click others again and select Inventory Information

Enter details in the Inventory Tab

Enter the details in the costing tab

Enter the details in Revision, LOT, Serial And LPN tab

Enter the details in ATP, Pick, Item Sourcing tab

Enter the details in the Inter-org informations tab

Enter the details in the Other Accounts tab

Click on SAVE

Click OK

Create the other Inventory orgs for Kolkata and Singapore similary

Run the required programs to get access to all created OUs and Multi org structure

Run the Replicate Seed Data conc program to get access to the Operating Units created

Submit this program for all the Operating Units created

*Note: If the program not exists in Human Resource responsibility, try to look in System Administrator

Run the Multi-Org Setup Validation Report

Multi Org Access Control

This special feature of R12 allows users to submit or access data of multi operating usint using one responsibility.
Pre-requisites for this is to create a security profile and attach the required operating units under that
Navigate to Human resource responsibility

Security à Profile

Define the profile option and attach both the operating units

There are 4 ways you can control the security profile

• View All organizations (no security) 
• Secure organizations by organization hierarchy and/or organization list 
• Secure organization by single operating unit 
• Secure organizations by operating units and inventory organizations

Submit the Security List Maintenance concurrent program to activate the created security profile

Now create a new responsibility and user, assign the Multi org profile option to the responsibility and the responsibility to the user

Create Responsibility

Navigate to the System Administrator

Security à Responsibility à Define

Create User

Navigate to the System Administrator

Security à User à Define

Assign the responsibility 

Set the profile

Navigate to the System Administrator

Profile à System

You can use below profile options as as well for multi org access control

MO: Default Operating Unit: Even though you have the flexibility to choose many orgs or operating unit from the responsibility, if you want to default any specific operating unit in the responsibility, you can use this profile option.
This can be set at responsibility and user level. This comes into picture when you are using Multi Org Access Control (MOAC).

But if you are not using MOAC and want to tag the responsibility or user to an Operating Unit, you can use the profile option MO: Operating Unit.

Note:

If you are using Order Management responsibility to test this and using Sales Order Form, then Operating Unit field is not visible.

To show Operating Unit in Sales Order form, you can use folder tool to move the existing field and and show the Operating Unit filed.

You can define your own folder.

Also you can default folders to any responsibility.

Read more on how to change the folder details in a form

Download the doc in PDF

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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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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.

<<Read More on Rule Simulation/Debugging>>

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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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Document Printing

In most of the oracle process, we need documents to be printed.

For example, during shipping, we need pick slip and pack slips to be printed in the warehouse or shipping doc.

Many business do they have multiple printers setup in the warehouse in different zones for the convenience of order fulfillment.

As per the requirement, oracle has given the flexibility to assign printers to the documents.

Below pre-requisites needed for automated document printing

• Required Document Report needs to be defined and registered in oracle
• Printer to be used in the warehouse needs to be defined and installed in the network
• Printer needs to be connected on proper ip in the network

Assigning Printer to the Document

You can assign shipping documents and selected reports to specific printers. For example, you can assign pick slips and pack slips to your warehouse tractor feed printer, your mailing labels to a tractor feed printer stocked with blank labels, and other documents to a laser printer in your order entry office.
You can assign each shipping document and report to a different printer for each user, responsibility, application, or site. If a user or responsibility is not specified, Oracle Order Entry/Shipping uses the printer that you indicate for the application.

Navigate to the Order Management Super user responsibility

Setup --> Shipping --> Documents --> Choose Printer

Expand the Document Option and select the document name for which you want to assign a printer

Here you have multiple flexibility to choose a printer in different level.

You can choose a printer at below levels

• You can choose from Site, Application, Responsibility, or User
• If you select Responsibility or User in the Level field, choose the specific name in this field. If you select Site or Application in the Level field Oracle Order Entry/Shipping displays the name of your site, or Oracle Order Entry, and skips to the next field.
• Select the name of the printer to which you want the shipping document to print.
• Check the Enabled check box to activate the printer assignment

Do the setup as per your convenience.

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