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10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

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Page 1: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-1-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Page 2: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-2-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

The following is intended to outline our general productdirection. It is intended for information purposes only, and maynot be incorporated into any contract. It is not a commitment todeliver any material, code, or functionality, and should not berelied upon in making purchasing decisions.

The development, release, and timing of any features orfunctionality described for Oracle’s products remains at the solediscretion of Oracle.

Safe Harbor Statement

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-3-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Oracle Training Materials –Usage Agreement

Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:

1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and copy the

information, documents, and the online training courses (collectively, “Materials") found on this Site. The use of the

Materials is restricted to the non-commercial, internal training of the Partner’s employees only. The Materials may

not be used for training, promotion, or sales to customers or other partners or third parties.

2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other third party at

no time has any right to resell, redistribute or create derivative works from the Materials.

3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials

are provided "as is" without warranty of any kind, either express or implied, including without limitation warranties

of merchantability, fitness for a particular purpose, and non-infringement.

4. Under no circumstances shall Oracle or the Oracle Authorized Delivery Partner be liable for any loss, damage,

liability or expense incurred or suffered which is claimed to have resulted from use of this Site of Materials. As a

condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims,

losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partner’s use of the

Materials.

5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed

in any format without Oracle written consent.

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© 2011 Oracle Corporation – Proprietary and Confidential

Key Content Contributors

Contributing Companies

Page 5: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-5-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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

Order Management Boot CampShipping Execution Setup

Page 6: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-6-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

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

Boot Camp Objective

Page 7: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-7-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Carriers

Containers/LPNs

Shipping Execution Documents

International Trade Management Adapter

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

Page 8: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-8-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 9: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-9-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 10: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-10-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 11: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-11-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 12: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-12-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

• 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.

Assign Roles to users

If an Organization

is not specified,

the grant is

applicable to all

organizations

Page 13: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-13-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Roles and Users

Containers/LPNs

Shipping Execution Documents

International Trade Management Adapter

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

Page 14: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-14-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Freight Carriers

• A Freight Carrier is a commercial company that transports

shipments to and from customers, suppliers and internal

organizations.

Page 15: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-15-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 16: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-16-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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

Page 17: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-17-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Freight Costs

• You can attach multiple freight costs to a shipment. You can

group freight cost based on the freight cost type.

Page 18: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-18-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Freight Cost Set-up

Page 19: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-19-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Transit Time

• Transit time is the time taken to ship material using a given ship

method from origin to destination.

Page 20: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-20-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 21: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-21-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Roles and Users

Define Carriers

Containers/LPNs

International Trade Management Adapter

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

Page 22: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-22-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Shipping Execution Documents

Page 23: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-23-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Shipping Execution Documents

• 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

Page 24: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-24-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Define Shipping Document Set

Page 25: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-25-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Roles and Users

Define Carriers

Containers/LPNs

Shipping Execution Documents

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

Page 26: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-26-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

International Trade Management Adapter

• Oracle International Trade Management (ITM) adapter is an open

interface, which enables international trade management

functionality in Oracle Applications.

Page 27: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-27-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

ITM Process Flow

Page 28: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-28-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Services

• Denied Parties Screening

• Item Synchronization

• Party Synchronization

• Order Export Compliance

• Delivery Export Compliance

Page 29: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-29-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Order Export Compliance Process Flow

Page 30: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

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Delivery Compliance Screening Process Flow

Page 31: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-31-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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

Page 32: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-32-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 33: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-33-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Roles and Users

Define Carriers

Containers/LPNs

Shipping Execution Documents

International Trade Management Adapter

Define Pick Release Rules

Define Ship Confirm Rules

Page 34: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-34-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 35: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-35-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Shipping Exceptions

• The Shipping Exceptions are displayed in

Shipping Transactions Form

Quick Ship Window

• The Shipping Exceptions are classified as:

Seeded Exceptions

Manual Exceptions

Page 36: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-36-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 37: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-37-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 38: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-38-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

View and Update Logged Shipping Exceptions

Status

Open

Closed

No Action RequiredViewing and

UpdatingShipping

Exceptions

• You can view and update the shipping exception logged to a

shipping entity.

Page 39: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-39-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Roles and Users

Define Carriers

Containers/LPNs

Shipping Execution Documents

International Trade Management Adapter

Manage Shipping Exceptions

Define Ship Confirm Rules

Page 40: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-40-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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

Page 41: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-41-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 42: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-42-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 43: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-43-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 44: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-44-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 45: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-45-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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 Transaction’s

Action menu any time before Ship Confirm.

Page 46: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-46-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Methods of Pick Release

Page 47: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-47-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Pick Release Process Flow

Page 48: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-48-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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

Page 49: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-49-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Line Statuses before and after Pick Release

Page 50: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

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Pick Release Concepts

Page 51: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

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© 2011 Oracle Corporation – Proprietary and Confidential

Release Sequence Rules

• You define the Release Sequence Rules to specific the order in

which the eligible picking lines are allocated to Oracle Inventory

during pick release.

Page 52: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-52-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Release Sequence Rules

• 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.

Page 53: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-53-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 54: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-54-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 55: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-55-For Oracle employees and authorized partners only. Do not distribute to third parties.

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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.

Page 56: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-56-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Default Picking Rule

• If there isn’t a Picking Rule associated with the item, the system will

use the organization’s default picking rule which is found on the

ATP, Pick, Item-Sourcing Tab of the Organization Parameters for

the shipping organization.

Page 57: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-57-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Pick Slip Grouping Rules

• You define the Pick Slip Grouping Rules to specific the criteria by

which the delivery lines are grouped together in a pick slip.

Page 58: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

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Pick Slip Grouping Rules• 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.

Page 59: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-59-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

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.

Page 60: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-60-For Oracle employees and authorized partners only. Do not distribute to third parties.

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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.

Page 61: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-61-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Define Release Rules

• 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.

Page 62: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-62-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Define Release Rules

• 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.

Page 63: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-63-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

• You use the Pick Release tab in the Shipping Parameters window

to define the default values for the pick release.

Define Default values for Pick Release

Page 64: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-64-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential .

Section Objective

Define Roles and Users

Define Carriers

Containers/LPNs

Shipping Execution Documents

International Trade Management Adapter

Manage Shipping Exceptions

Define Pick Release Rules

Page 65: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-65-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

• 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.

Overview of Ship Confirm

Page 66: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-66-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

Overview of Ship Confirm

Page 67: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

-67-For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2011 Oracle Corporation – Proprietary and Confidential

• 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.

Ship Confirm

Page 68: 10.EBS_R12.1_OM_Shipping Execution Setup_v1.0 (1).pdf

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© 2011 Oracle Corporation – Proprietary and Confidential

• You use the Ship Confirm Rules window to define the Ship Confirm

Rules based on your business needs.

Defining Ship Confirm Rules

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• You use the Ship Confirm Rules window to define the Ship Confirm

Rules based on your business needs.

Define Ship Confirm Rules

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• You use the Shipping Transaction Tab in the Shipping Parameters

window of the shipping organization to define the default values for

the ship confirm.

Default Values for Ship Confirm

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Section Objective

Define Roles and Users

Define Carriers

Shipping Execution Documents

International Trade Management Adapter

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

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• 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.

Overview of Packing LPNs/Containers

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• 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

LPNs/Containers Setup

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• 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.

Container-Item Relationship

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• 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.

Default Percent Fill Basis

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• 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

Default Auto-Pack Option

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• You can define the LPN name defaults in the Organization

Parameters window.

Define LPN Name Defaults

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• 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 auto-

pack method.

Packing into Containers/LPNs

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• 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.

Packing into Containers/LPNs

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• The shipping Public API’s (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 API’s you only need to pass the required

parameters.

Mandatory

Optional

Pick, Pack and Ship using Shipping Public API

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Pick, Pack and Ship using Shipping Public API

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Section Objective

Define Roles and Users

Define Carriers

Containers/LPNs

Shipping Execution Documents

International Trade Management Adapter

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

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Thank You