10.EBS - R12.1 - OM - Shipping Execution Setup - v1.0 PDF

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2011 Oracle Corporation Proprietary and Confidential
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Key Content Contributors
Contributing Companies
-4-
Oracle E-Business Suite R12.1 Partner Boot Camp Training

Order Management Boot Camp
Shipping Execution Setup
-5-
Boot Camp Objective

Overview of Oracle Order Management
Order Entities and Order Flows
Multiple Organization Access Control Setup
Oracle Inventory Setup for Oracle Order Management
Oracle Receivables Setup for Oracle Order Management
Oracle Order Management Setup Steps
Holds, Order Purge, and Exception Management Setup
Basic Pricing Setup
Overview of Shipping Execution
-6- .
Section Objective
Define Carriers
Shipping Execution Documents
International Trade Management Adapter
Manage Shipping Exceptions

Define Pick Release Rules
Define Ship Confirm Rules
Containers/LPNs
-7- .
Roles & Users

Oracle Shipping Execution provides data access controls called
roles that control users access to the Actions List and Tools Menu
in the Shipping Transactions Form and the Quick Ship Window.
Roles are assigned to users using grants that control access to
view or edit specific shipping data or actions.
-8-
Roles & Users

You can create customized roles by defining the access controls
you want.
A user can have different roles in different organizations.

If an Organization is not specified when granting a role to a user.
The grant would be applicable to all organizations.
-9-
Roles & Users

A Role can provide either view-only, edit-only, or a combination of
view and edit access to the shipping entities depending on the set
up of the role.
-10-
Define Roles
You can define roles by either coping an existing role or manually
defining a new role
Enable each action, on the shipping entities, that you want the user
to have permission to perform.
-11-
Assign Roles to users

The role is assigned to an user by a grant.
More than one grant can be assigned if the user requires different
access controls to more than one organization.
To change the role, you must end the user's existing role and assign
a new role with the new privileges.
If an Organization
is not specified,
the grant is
applicable to all
organizations
-12-
Section Objective
Define Roles and Users


Containers/LPNs
-13-.
Freight Carriers
A Freight Carrier is a commercial company that transports
shipments to and from customers, suppliers and internal
organizations.
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Freight Carriers
You must set up each carrier's information as a party in Oracle
Shipping Execution before shipping goods.
You should assign a carrier to each delivery.
You also must associate a general ledger account with each carrier
to collect associated costs.
Four setup steps are required. The are as follows:
Define a Freight Carrier Name.
Create or select Service Level like Ground, Air, etc.
Create or select Mode of Transportation like Truck, Rail, etc.
Assign the Ship Method to the Organization.
-15-
Define Freight Carriers

Define a Freight Carrier Name
Classify a freight carrier as:
Active
Generic
Select service level and mode
of transportation for the
carrier.
Ship Method is concatenation
of Carrier's short name,
Service Level and Mode.
Specify address, contacts,
classify it as carrier and save.
Then assign the Ship Method
to the Organizations.
Each organization
can only have one
generic carrier
For the ship method

to be used by an
organization, it must
be assigned to it
-16-
Freight Costs
You can attach multiple freight costs to a shipment. You can
group freight cost based on the freight cost type.
-17-
Freight Cost Set-up
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Transit Time
Transit time is the time taken to ship material using a given ship
method from origin to destination.
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Shipment Transit Time

You define Transit time using the Transit times Window.
The Origin/Destination Types can be Internal, External, Region
or Zone.
Then choice the Ship Methods and specify the transit time.
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Section Objective
Define Carriers

Containers/LPNs
-21-.
-22-

You can group related shipping documents and other reports in a
set that can be printed at Pick Release or Ship Confirm.
You can include a variety of shipping documents in a set such as a
Bill of Lading and Packing Slip Report and determine the print
sequence.
Shipping Execution provides three pre-defined (seeded) document
sets:
All Pick Release documents: You can set the default Pick
Release Document Set in the Pick Release tab of the Shipping
Parameters window
Ship Confirm documents: You can set the default in the
Document Set field of the Ship Confirm window
Pack Slip only (at ship confirm): You can set the default in the
Document Set field of the Ship Confirm window
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Define Shipping Document Set
-24-
Section Objective
Define Carriers

Containers/LPNs
-25-.

Oracle International Trade Management (ITM) adapter is an open
interface, which enables international trade management
functionality in Oracle Applications.
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ITM Process Flow
-27-
Services
Denied Parties Screening
Item Synchronization
Party Synchronization
Order Export Compliance
Delivery Export Compliance
-28-
Order Export Compliance Process Flow
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Delivery Compliance Screening Process Flow
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ITM Setup
All the required setup in Oracle TCA, Oracle Bills of Materials,
Oracle Order Management, Oracle Shipping Execution, and
Oracle XML Gateway must be complete before the respective
ITM feature may be used.
To set up ITM function you must:
Define ITM Partners
Define ITM Users

Setup ITM Partner Service Types
Setup ITM Adapter parameters
Setup ITM Response Rules
-31-
ITM Setup
XML Gateway Setup
Define Trading Partner
Order Management Set
Include Export Screening activity in the order line workflow
Shipping Execution Setup
Enable Shipping Parameters for Export Compliance
Screening
Optionally, specify any custom filtering criterion for party
synchronization, item synchronization and deliveries
screening.
Optionally, assign the exception behavior for the shipping
exception.
-32-
Section Objective
Define Carriers

Containers/LPNs
-33-.
Overview of Shipping Exceptions

During shipping and transportation of goods unforeseen shipping
exceptions can occur that violate the requirements of the shipper,
transport carrier or the customer.
-34-
Shipping Exceptions
The Shipping Exceptions are displayed in
Shipping Transactions Form
Quick Ship Window
The Shipping Exceptions are classified as:
Seeded Exceptions
Manual Exceptions
-35-
Defining Shipping Exception

You define shipping exceptions using the Define Shipping
Exceptions window.
You give a name, description and then select exception type. Then
select exception behavior and check the enabled box and save.
-36-
Logging Shipping Exceptions

Shipping Exceptions can be logged against shipping entities
manually or automatically.
The Log Exception window can be invoked from the Shipping
Transactions form and the Quick Ship window.
-37-
View and Update Logged Shipping Exceptions

You can view and update the shipping exception logged to a
shipping entity.
Status
Open
Closed
No Action Required
Viewing and
Updating
Shipping
Exceptions
-38-
Section Objective
Define Carriers

Containers/LPNs
-39-.
Pick Release
Pick Release creates move orders for picking from inventory. You
can customize the release criteria by defining:
Release Rules
Release Sequence Rules
Pick Slip Grouping Rules
-40-
Move Orders
The Pick Release process creates move orders pre approved
requests for subinventory transfer. To release move order lines, the
lines must be allocated with the materials from the subinventory.
-41-
Auto Allocate
Auto Allocation is a process by which you can automatically
allocate move order lines with subinventory items based on the
Oracle Inventory picking engine.
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Pick Confirm
Pick Confirmation is a process that performs the transfer of
materials from the source subinventory to the staging location. The
transfer is performed based on the allocation made by Oracle
Inventory to the move order lines.
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Auto Pick Confirm

Auto pick confirm can be set up as the default to occur immediately
after the lines are detailed if an organization's picks rarely deviate
from the suggested picking lines or the overhead of requiring a pick
confirmation is unmanageable.
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Auto Create Delivery

Deliveries are required to perform Ship Confirm.
Deliveries can be automatically created from the Release Sales
Order form during Pick Release or from the Shipping Transactions
Action menu any time before Ship Confirm.
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Methods of Pick Release
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Pick Release Process Flow
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Configuring the Pick Release Process

You can configure the pick release process as per your business
requirement.
The picking process is complete when the material has been
moved to the Staging Subinventory
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Line Statuses before and after Pick Release
-49-
Pick Release Concepts
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You define the Release Sequence Rules to specific the order in
which the eligible picking lines are allocated to Oracle Inventory
during pick release.
-51-

To define Release Sequence Rules you give a name, description
and effective date for the rule.
Then give the Release Priority on which you want to allocate
inventory to eligible lines during the pick release.
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Picking Rules
You define the Picking Rules to specific the order in which material
to use, based on inventory controls such as revision control, lot
control, FIFO (first in first out) or subinventory/locator picking
numbers.
-53-
Define Picking Rules

Picking Rules are defined and maintained in Oracle Inventory.
To define Picking Rules you give a name, description and enable it.
Then give the Sort Criteria on which you want to the items to be
picked from the inventory.
You also rank the criteria and save your work.
-54-
Define Picking Rules

After the Picking Rule is defined, you have to assign the picking
rule to the Item using the Master Item Window.
On the Order Management Tab you specify the picking rule for the
item.
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Default Picking Rule

If there isnt a Picking Rule associated with the item, the system will
use the organizations default picking rule which is found on the
ATP, Pick, Item-Sourcing Tab of the Organization Parameters for
the shipping organization.
-56-

You define the Pick Slip Grouping Rules to specific the criteria by
which the delivery lines are grouped together in a pick slip.
-57-

To define Pick Slip Grouping Rule you give a name, description
and effective date for the rule.
Then give the criteria on which you want to group the delivery lines
and save.
-58-
Release Rules
You define the Release Rules to specific the criteria by which the
delivery lines are selected for pick releasing and to determine the
picking operations that will be performed on the delivery lines.
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Define Release Rules

To define Release Rules you give a name and effective date for the
rule.
Use the Order tab to define a set of criteria specific to the order to
select delivery lines for releasing.
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You use the Shipping tab in the Release Rule window to define a
set of parameters that you want to apply in terms of shipping during
the pick release.
-61-

You use the Inventory tab in the Release Rule window to define a
set of parameters that you want to apply in terms of inventory
management during the pick release.
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Define Default values for Pick Release

You use the Pick Release tab in the Shipping Parameters window
to define the default values for the pick release.
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Section Objective
Define Carriers

Containers/LPNs
-64-.
Overview of Ship Confirm

Ship Confirm is the last step in the shipping process. Order lines
that have been Ship Confirmed and have a status of Shipped will
be allowed to continue through the workflow to the Invoicing
activity.
Prerequisites for Ship Confirm:
Delivery lines must have a status of Staged/Pick Confirmed.
Delivery must be open.
At least one delivery line must be assigned to the delivery.
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Overview of Ship Confirm
-66-
Ship Confirm
Ship Confirming a delivery or a trip records the results of the
shipping process. These results could be shipped, backordered,
staged or cycle count or a combination of all four.
-67-
Defining Ship Confirm Rules

You use the Ship Confirm Rules window to define the Ship Confirm
Rules based on your business needs.
-68-

You use the Ship Confirm Rules window to define the Ship Confirm
Rules based on your business needs.
-69-
Default Values for Ship Confirm

You use the Shipping Transaction Tab in the Shipping Parameters
window of the shipping organization to define the default values for
the ship confirm.
-70-
Section Objective
Define Carriers

-71-.
Overview of Packing LPNs/Containers

Containers, also called as License Plate Numbers(LPNs), are used
to pack items. You can create and manage LPNs at any point in the
shipping process.
-72-
LPNs/Containers Setup
To be able to pack lines into LPNs/Containers the following setups
need to be done.
Mandatory Setup:
Weights and volumes for the items that will be involved in the
packing process
Container Types
Container-Load Relationship
Shipping Parameters
Optional Setup:
Default Master and Detail Container for Customer Item
Define LPN name Defaults
-73-
Container-Item Relationship
The container-item relationship defines the number of items that
can be packed into a container. When setting this relationship
define the maximum quantity that can be packed into the container.
-74-
Default Percent Fill Basis

Specify the basis on which the minimum fill percentage for a
container in your organization is calculated.
The value you specify for this parameter ensures that the
containers are filled at least with the minimum percentage of its
total capacity.
-75-
Default Auto-Pack Option

The items from the delivery lines are automatically packed into
containers based on the container-item relationship.
Auto-Packing has two options of packing:
Auto-pack
Auto-pack Master
-76-
Define LPN Name Defaults

You can define the LPN name defaults in the
Parameters window.
Organization
-77-
Packing into Containers/LPNs

You can pack multiple containers with multiple lines using one of
following methods:
Auto-Packing: The delivery lines are packed automatically
into LPNs based on the container-item relationship set up in
Oracle Inventory.
Packing Workbench: You can use the Packing Workbench to
split the delivery lines between containers or to pack
sequentially one container at a time to its full capacity.
Manually Packing: You can manually pack containers if you
have delivery lines you want to pack without using the autopack method.
-78-
Packing into Containers/LPNs

You can pack delivery lines into containers:
Manually: using the action Create LPNs in the Shipping
Transaction form.
Automatically: Items are packed based on the Customer-item
relationship.
-79-
Pick, Pack and Ship using Shipping Public API

The shipping Public APIs (Application Program Interface) are
PL/SQL packages which when called using wrapper files will
perform the same actions that are possible from the Shipping
applications User Interfaces.
In order to call these APIs you only need to pass the required
parameters.
Mandatory
Optional
-80-
Pick, Pack and Ship using Shipping Public API
-81-
Section Objective
Define Carriers

Containers/LPNs
-82-.
-83-
Thank You
-84-

10.EBS - R12.1 - OM - Shipping Execution Setup - v1.0 PDF

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For Oracle employees and authorized partners only. Do not distribute to third parties.

2011 Oracle Corporation Proprietary and Confidential

Safe Harbor Statement

Oracle Training Materials Usage Agreement

Key Content Contributors

Oracle E-Business Suite R12.1 Partner Boot Camp Training

Boot Camp Objective

Overview of Shipping Execution

Manage Shipping Exceptions

Roles & Users

Roles & Users

A user can have different roles in different organizations.

Roles & Users

Assign Roles to users

Shipping Execution Documents

Manage Shipping Exceptions

Define Freight Carriers

For the ship method

Freight Cost Set-up

Shipment Transit Time

International Trade Management Adapter

Manage Shipping Exceptions

Shipping Execution Documents

Shipping Execution Documents

Define Shipping Document Set

Manage Shipping Exceptions

International Trade Management Adapter

ITM Process Flow

Order Export Compliance Process Flow

Delivery Compliance Screening Process Flow

Define ITM Users

Define Pick Release Rules

Overview of Shipping Exceptions

Defining Shipping Exception

Logging Shipping Exceptions

View and Update Logged Shipping Exceptions

Manage Shipping Exceptions

Define Ship Confirm Rules

Auto Pick Confirm

Auto Create Delivery

Methods of Pick Release

Pick Release Process Flow

Configuring the Pick Release Process

Line Statuses before and after Pick Release

Pick Release Concepts

Release Sequence Rules

Release Sequence Rules

Define Picking Rules

Define Picking Rules

Default Picking Rule

Pick Slip Grouping Rules

Pick Slip Grouping Rules

Define Release Rules

Define Release Rules

Define Release Rules

Define Default values for Pick Release

Manage Shipping Exceptions

Overview of Ship Confirm

Overview of Ship Confirm

Defining Ship Confirm Rules

Define Ship Confirm Rules

Default Values for Ship Confirm