Oracle Warehouse Management

Basic Setup Labs

Inbound Logistics Receive Return Material
Authorization (RMA) using Mobile Application
E-Business Suite R12.2.6
VERSION 1.0 | NOVEMBER 2017
Document Control

Change Record
Date Author Version Change Reference

Nov-2017 Surya Maddula 1.0 R12.2.6 Instance

Reviewers

Name Position

Michael Schubert Support GCS

Distribution

Name Location

Global Customer Support (GCS) Global Inventory Wiki

Edgar Arroyo Project Manager

INBOUND LOGISTICS PERFORM RMA RECEIPT USING MOBILE

Table of Contents

Introduction 2

RMA Process Flow 3

Receiving Methods 3

Setups 4

Define Subinventory 4

Define Stock Locators 6

Setup WMS Putaway Rules 7

Create Putaway Rule 7

Setup Putaway Strategy and Assignments 8

Create Putaway Strategies 8

Create Strategy Assignments 9

Prerequisites for RMA Receipt 10

Create Reference Sales Order 11

Create Return Order (RMA) 12

Perform RMA Receipt 13

Review Transaction data after Receipt 15

Perform LPN Putaway 16

Review Transaction Data after Putaway 17

LPN Diagnostics 18

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Introduction
These labs were prepared to demonstrate how to perform receipt for a Return Material Authorization (RMA) order into
an LPN in a WMS enabled organization. Then show how to Putaway (Deliver) the LPN into restricted sub inventory
(Repairs) using Putaway rules.

They were developed to assist an application support analyst by:

» Introducing navigation through the Oracle Warehouse Management (WMS) forms

» Listing detail steps for the setup and use of various functions available in Oracle Warehouse Management (WMS).
» In this setup lab, we will create sub inventory XX REPAIR and Locator XXR.1.1 and create Put Away Rules
» This lab also covers usage of Mobile GUI/Telnet
» The labs will only show the support perspective information like LPN Diagnostics

Perquisites
Analyst should have a basic understanding of the below modules so that the labs can be well followed.
» Oracle Inventory
» System Administrator

Typographic Conventions Used in Oracle Application Navigation Paths in this document

(N) Warehouse Manager > Setup > Warehouse Configuration > Warehouses > SubInventories
This simplified path translates to the following:

Choose Warehouse Manger Responsibility > Navigate Setup then Warehouse Configuration and then Warehouse. After
selecting Warehouse click sub inventories and then click on ‘Create’ button to create a new sub inventory.

Notations Used in the Lab

» (N) = Navigator
» (M) = Menu
» (T) = Tab
» (B) = Button
» (H)= Hyperlink
» (ST) = SubTab

If you find any inconsistencies or have any questions, please email edgar.arroyo@oracle.com

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RMA Process Flow

Receiving Methods

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Setups
In this lesson we will cover the setups needed to perform receiving of RMA order into restricted sub inventory. We
demonstrate the creation of Repair Subinventory, locator and Put away rules.

Define Subinventory

In this lesson, we will cover the creation of restricted sub inventory ‘XX REPAIR’ with License Plate Number (LPN)
Controlled and its stock locators ‘XXR.1.1’

Note: We will create all the sub inventories and locators in the newly created organization XW1

1. (N) Warehouse Manager > Setup > Warehouse Configuration > Warehouses > SubInventories

2. Select the organization as ‘XW1’ from list of organizations in change organization form

3. Click on ‘New’ button in ‘Sub Inventories summary’ page

4. Enter the below details

 Name: XX REPAIR

 Description: XX REPAIR SUBINVENTORY

 Type : Storage

 Status: Active

 Accept the Default Cost Group

5. Under Main tab, enter the below details

 Select ‘Quantity Tracked’ check box

 Select ‘Asset Sub inventory’ check box

 Select ‘Pre-specified’ under ‘Locator Control’

 Select ‘Active’ under Default Locator Status

 Accept the ‘Order Quantity’ under Default Replenishment Count type

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 6. Under Accounts tab, following accounts will be defaulted
 Material : 01-000-1410-0000-000

 Outside Processing: 01-000-1450-0000-000

 Material Overhead: 01-000-1420-0000-000

 Overhead: 01-000-1430-0000-000

 Resource: 01-000-1440-0000-000

 Expense: 01-520-7530-0000-000

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 7. Enter the following information under ‘Warehouse’ tab

 Select ‘LPN Controlled’ check box

 Deselect ‘Enable Cartonization’

8. Click Save icon or use (Ctrl+S)

Define Stock Locators

On the Sub Inventories form, select and press ‘Locators’ button to define the stock locators in the ‘XX REPAIR’ sub
inventory.

1. On Stock Locators page, Enter the following information

 On Locator field, Enter the following information

i. ROW : XXR
ii. RACK : 1
iii. Bin : 1
 Enter Description as ‘XX REPAIR Locator 1.1’

 Select Type as ‘Storage Locator’

 Accept the default status ‘Active’

 Sub inventory is defaulted to ‘XX REPAIR’

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Setup WMS Putaway Rules
This section covers the creation of following

 Creation of Put Away Rules to Direct Inbound material to a Restricted REPAIR Sub Inventory Location

 Creation of Put Away Strategies and Strategy Assignments

Create Putaway Rule

In this section we will cover creation of RMA Put Away rule to direct inbound material to a Restricted REPAIR
Subinventory Location.

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Rules > Warehouse Execution > Rules

3. Select the organization as ‘XW1’ from list of organizations in change organization form

4. Enter the below details

 Type = Put away

 Name: XX RMA PUTAWAY RULE

 Description: XX RMA PUTAWAY RULE

 Select ‘Available Capacity by Units’ under Quantity Function

5. Under Restrictions tab, enter the below details

 Let Sequence default to 10 and enter below details in sequence

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 And/
Seq ( Object Parameter Operator Object Parameter/Value/LOV )
Or

10 ( UOM Transaction = Constant Ea

UOM Code Character

20 AND Destination Sub = Constant XX REPAIR )

Subinventory Inventory Character
Name

6. Select ‘Enabled’ check box

7. Press Save Icon or use (Ctrl+S) to save the Rule

Setup Putaway Strategy and Assignments

In this section we will cover creation of Put Away Strategies and Assignments

Create Putaway Strategies

In this section we will cover creation of Putaway Strategies

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Rules > Warehouse Execution > Strategies

3. Select the organization as ‘XW1’ from list of organizations in Organization form

4. Enter the below information in ‘WMS Strategies’ form

 Type : Put Away

 Name : XX RMA PUTAWAY RULE STRATEGY

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  Description: XX RMA PUTAWAY RULE STRATEGY

5. ‘User Defined’ check box will be enabled

6. Enter below information in Rules Section

 Seq: 10

 Rule Name: XX UOM/LOCATOR PUT AWAY RULE

 Date Type: Always

7. Press Save Icon or use (Ctrl+S) to save the Rule

Create Strategy Assignments

In this section we will cover the setup of assignment of Putaway Strategy created above using the Rules Workbench

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Rules > Warehouse Execution > Rules Workbench

3. Select the organization as ‘XW1’ from list of organizations

4. Select ‘Put Away’ in Type field.

5. Enter the following data

 Seq: 30

 Return type as ‘Strategy’

 Return Value as ‘XX RMA PUTAWAY RULE STRATEGY’

 Org will be defaulted to ‘XW1’

 Enter Item as ‘XXW102’

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  Enter Date Type as ‘Always’

 Enabled as ‘Yes’

6. Press Save Icon or use (Ctrl+S) to save the assignment

Prerequisites for RMA Receipt

In this section we will review some of the prerequisite needed to verified before performing a Receipt of an RMA

1. Following Item attributes should be enabled to make the item returnable

 Returnable: Yes

 Shippable Item: Yes

 Transact able: Yes

 Stock able: Yes

2. The transaction type should be return eligible

3. The reference sales order for which you want to create RMA, must be in shipped / closed status

4. In this test case, we will use RMA Receipt Routing = Standard receipt under Receiving parameters for

organization XW1

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Create Reference Sales Order
In this section we will cover about creation of reference sales order for which RMA receipt has to be created. The creation
of sales order, picking and shipping are covered in the video.

1. Create Sales Order

 Sales Order: 69347

 Order Type: Mixed

2. Sales order picked and shipped

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 3. Shipping delivery interfaced to inventory

Create Return Order (RMA)

In this section we will cover creating return order for the above reference order
1. Login to the application and choose responsibility = Order Management Super User responsibility.

2. Select Sales order from Orders, Returns

3. Enter valid customer from sales order number for which you wanted to create the RMA

4. Enter the item details and negative value for the quantity

5. Enter the valid WMS org, where you wanted to receive the RMA

6. Enter the line type as return

7. Save the RMA.

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 8. (B) Press Book Order

9. Now the line will in the awaiting return status, which is ready to receive

10. RMA Order Number Generated: 69349

Perform RMA Receipt

In this section we will cover steps required to perform RMA receipt using the Mobile Telnet Application.

1. Login to the mobile telnet application and choose responsibility = WMS Mobile, Vision Operations (USA).

2. Navigate to Inbound > Receive > RMA

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 3. Select organization as ‘XW1’ in Org code column in which RMA has to be received

4. Enter RMA number as ‘69349’ and Item as ‘XXW102’

5. Enter LPN or generate new LPN, here we have selected existing LPN ‘LPN115XX’

6. Enter ‘%’ in ‘To Sub’ field to verify the sub inventory getting defaulted.

7. Verify that ‘XX REC ST’ sub inventory is getting defaulted as this is defined as receiving type subinventory

8. Enter ‘%’ in ‘To Loc’ field to verify the locator getting defaulted

9. Verify that ‘XXRS.1.1’ locator is getting defaulted as this locator is defined as packing station type locator

10. Enter quantity to receive as 5 and press tab out

11. Select 5 Serial Numbers to match the receiving quantity as below. These serial number has currently status as

‘Issued out of the stores’

 XXW-1001

 XXW-1003

 XXW-1006

 XXW-1008

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  XXW-1019

12. (B) Press Done

Review Transaction data after Receipt

In this section, Using LPN Inquiry page in Mobile Telnet application, we will cover about inquiring the status and
contents of above LPN ‘LPN115XX’ once after it received

1. Login to the Mobile Telnet application and choose responsibility = WMS Mobile, Vision Operations (USA).

2. Navigate: Inquiry > LPN

3. Enter LPN = LPN115XX

4. (B) Press Find LPN

5. Verify that Sub inventory is shown as ‘XX REC STA’ and Locator as ‘XXRS.1.1

6. Status of the LPN shows as ‘In Receiving’

7. Press ‘LPN Contents’ to see the LPN Contents

8. Verify the item details as ‘XXW102’ with quantity as ‘5’ and UOM as ‘Ea’

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Perform LPN Putaway
In this section, we will cover the Putaway of the LPN into which the receipt was performed for the RMA.
To perform put away
1. Login to the Mobile GUI application and choose responsibility choose responsibility = WMS Mobile, Vision

Operations (USA).

2. Navigate to Tasks > Directed Tasks > Directed Move > Move any LPN

3. Enter LPN ‘LPN115XX’ and Press ‘DROP’

4. Optionally, Generate new LPN ‘LPN567XX’ in ‘INTO LPN’ field

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Note: Enter an Into LPN will create Nested LPN. i.e. LPN115XX will be packed into LPN LPN567XXConfirm the sub inventory and
locator

5. Confirm To Sub and To Loc

Notice the To Sub and To Loc is suggested

based on the Putaway rule “XX RMA
PUTAWAY RULE” setup earlier

6. Press ‘Drop Full LPN’ to complete the Putaway

Review Transaction Data after Putaway

In this section we will cover about inquiring the status and contents of above LPN ‘LPN567XX’ once Putaway is
completed into into restricted sub inventory ‘XX REPAIR’
1. Login to the Mobile Telnet application and choose responsibility = WMS Mobile, Vision Operations (USA).

2. Navigate: Inquiry > LPN

3. Enter LPN = LPN115XX

4. (B) Press Find LPN

5. Verify that Sub inventory is shown as ‘XX REPAIR and Locator as ‘XXR.1.1 and state as ‘In Inventory’

6. Press ‘LPN CONTENTS’ to see the LPN Contents

7. Verify the item details as ‘XXW102’ with quantity as ‘5’ and UOM as ‘Ea’

8. Outer LPN as LPN567XX and Inner LPN as LPN115XX

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Performing RMA creation and receiving into restricted ‘REPAIR’ sub inventory using putaway rule is covered in this video.

LPN Diagnostics
LPN diagnostic for the LPN used in the above transaction.
 Outer LPN: LPN567XX
 Inner LPN: LPN115XX
From Desktop:
 The diagnostic is included in R12.1.3 with Logistics RUP5 and higher (or with Patch 12883282.R12.WMS.B). It
is also included in R12.2. See the following note for details:
 Doc ID: 1913250.1: 12.1.x and 12.2.x License Plate Number (LPN) Diagnostics Run from Desktop

Using Query:
 You can use the following note to obtain the LPN check there is a standalone script available in the note.
 Doc ID: 228600.1: WMSCheckLPN.sql : Script to Query Data in all LPN-related Tables for a License Plate
Number ( LPN )
From Desktop:

Navigation:
 Switch the responsibility to ‘Application Diagnostics’
 Select Diagnose
 Select the “Select Applications” Tab
 Select search by drop down and select Application Short Name from the list of values and press tab key in the
key Board.
 Enter “WMS” and press the Go (B).
 Check the box next to WMS and click the Select button on the right side Top of the Screen.

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  Expand the LPN section.
 Select the check box next to “LPN Transaction”
 Press Execute Button at the bottom of the screen.
 Select the responsibility id from list of values (Select Warehouse Manager Responsibility)
 Enter the License Plate Number as XXLPN115XX
 Select ‘Submit’ button

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  Request is completed. You can either view or download the report
 The report shows all the transaction information about the LPN

 Output Screenshot

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