AMC BR100B WMS WAREHOUSE MANAGEMENT APPLICATION SETUP 29-Oct-08

AIM
BR.100AWMS WAREHOUSE
MANAGEMENT SYSTEM
APPLICATION SETUP
AM Castle
WMS Application Setup
Author: <Author>
Creation Date: November 10, 2007
Last Updated: November 13, 2007
Document Ref: <Document Reference Number>
Version: DRAFT 1A
Approvals:
<Approver 1>
<Approver 2>
BR.100Awms Warehouse Management System Application Setup Doc Ref: <Document Reference Number>
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Document Control
Change Record
3
Date Author Version Change Reference
28-Oct-08 George Moser Draft 1a No Previous Document

05-Mar-08 Martin Farley Draft 1b
Reviewers
Name Position
Distribution
Copy No. Name Location
1 Library Master Project Library

2 Project Manager
3
4
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on
the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for
document control purposes.
WMS Application Setup WMS: Define Task Type Assignment Rules 73 of 174
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Contents
Document Control......................................................................................................................ii
Application Set Up Control Sheet – Oracle Warehouse Management......................................1
WMS: Define Profile Options...................................................................................................4
WMS: Define Warehouse Parameters.......................................................................................6
WMS: Define Subinventory Attributes....................................................................................18
WMS: Define Stock Locators Attributes.................................................................................30
WMS: Define Dock Door to Staging Lane Relationships......................................................37
WMS: Define Shipping Networks...........................................................................................38
WMS: Define Unit of Measure................................................................................................45
WMS: Define Material Statuses..............................................................................................50
WMS: Define Lot and Serial Attributes..................................................................................53
WMS: Assign Descriptive Flexfield Context Mapping..........................................................57
WMS: Define Cost Groups......................................................................................................58
WMS: Define Account Alias...................................................................................................61
WMS: Define Task Types........................................................................................................63
WMS: Define Task Type Assignment Rules............................................................................70
WMS: Define Pick Type Rules................................................................................................78
WMS: Define Putaway Type Rules..........................................................................................93
WMS: Define Warehouse Resources......................................................................................111
WMS: Define Equipment Items............................................................................................121
WMS: Define Departments...................................................................................................124
WMS: Define Transaction Reasons.......................................................................................133
WMS: Define Receiving Options..........................................................................................136
WMS: Define Pick Slip Grouping Rules...............................................................................138
WMS: Define Release Rules..................................................................................................142
WMS: Define Container Types..............................................................................................147
WMS: Define Container Items – N/A...................................................................................149
WMS: Define Cartonization Groups – N/A..........................................................................153
WMS: Define Cartonization Category Sets – N/A...............................................................154
WMS: Define Container Item Relationship – N/A...............................................................156
WMS: Define Shipping Parameters......................................................................................157
WMS: Define Global Parameters..........................................................................................162
WMS: Define Label Formats.................................................................................................164
WMS: Define Associate Label Formats to Business Flows..................................................168
WMS: Assign Labels to Printers...........................................................................................170
Open and Closed Issues for this Deliverable..........................................................................171

Open Issues......................................................................................................................171
Closed Issues....................................................................................................................171
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Application Set Up Control Sheet – Oracle Warehouse Management
Environment Name: Machine: Type (definition, execution, or both):
Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name
System Administration SYS: Define Profile Options
SYS: Define Mobile User ID
Warehouse Setup WMS: Define Warehouse

Parameters
WMS: Define Subinventory

Attributes
WMS: Define Stock Locator

Attributes
WMS: Define Dock Door to

Staging Lane Relationships
WMS: Define Shipping Networks
WMS: Define Calendars
WMS: Define Calendar Exception

Templates
Material Setup WMS: Define Unit of Measure
WMS: Define Item Attributes for

WMS
WMS: Define Material Statuses
WMS: Define Lot and Serial

Attributes
WMS: Define Task Type Assignment Rules 73 of 174

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SubWorkflow Name
WMS: Assign Descriptive

Flexfield Context Mapping
Cost Group Setup WMS: Define Cost Groups
WMS: Define Account Alias
Warehouse Execution WMS: Define Task Types
WMS: Define Task Type

Assignment Rules
WMS: Define Warehouse Strategy
WMS: Define Strategy

Assignments
WMS Define Strategy Search

Order
Task Management Setup WMS: Define Warehouse

Resources
WMS: Define Equipment Items
WMS: Define Equipment Serial

Numbers
WMS: Define Departments
WMS: Define Transactions

Reasons
Inbound Setup WMS: Define Receiving Options
Outbound Setup WMS: Define Pick Slip Grouping

Rules
WMS: Define Release Sequence

Rules
WMS: Define Release Rules
WMS: Define Container Types

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SubWorkflow Name
WMS: Define Container Items
WMS: Define Cartonization

Groups
WMS: Define Cartonization

Category Sets
WMS: Define Container Item

Relationship
WMS: Define Shipping

Parameters
Labeling Setup WMS: Define Label Formats
WMS: Associate Label Formats

to Business Flows
WMS: Assign Labels to Printers

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WMS: Define Profile Options
System Administration>Profile>System
Form
Name
System Profile Values
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Profile Options are necessary for the functioning of the software. Enter these to give the software direction. System profiles will affect all users. User Profiles
will affect only the specified user.
Site Application Responsibility User
Oracle Warehouse Management Warehouse Manager

System
WMS Install(Status)
LBL
WMS: Label file prefix
/sqlcom/inbound/dom1151
WMS: Label output directory
Null
WMS_PUTAWAY_ONLINE
Null
WMS_SUGGESTIONS_STALE_PERIOD
Yes
WMS: Assign Task Types
Null
WMS: Barcode Font Name
Null
WMS: Barcode Type
Sales order
WMS: Default Source Type for Control Board
Yes
WMS: Express Returns
Null
WMS: Item/Revision Delimiter
Null
WMS: PO Number/Line Delimiter

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Null
WMS: RFID User
Null
WMS: Subinventory/Locator Delimiter
Null
WMS:Ignore Equipment
No
WMS:Sequence Picks Across Waves
Yes
MWA: Enable Personalization
Yes
MWA: Cache Personalization Data

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WMS: Define Warehouse Parameters
Setup>Warehouse Configuration>Warehouses>Define Warehouses

Form
Name
Organization
Description: Warehouse configuration requires that you set up your warehouse as an inventory organization, and then select parameters that identify the
organization as a warehouse.
Attention: When you set up your organization parameters, you should specify a
default cost group. Therefore, you should set up the default cost group before setting
up the organization.
Name
Type
Dates
From
To
Location
Internal or External
Location Address
Internal Address
Organization Classifications

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Name Enabled
Others(Accounting Information)
Additional Organization Information
Accounting Information
Others(Customer/Supplier Association)
Additional Organization Information
Customer/Supplier Association
Others(Inventory Information)
tab
Inventory Parameters

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tab
Costing Information

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Valuation Accounts
tab
Revision, Lot, Serial, LPN

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tab
ATP, Pick, Item Sourcing

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tab
Inter-Org Information

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tab
Other Accounts
tab
Warehouse

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Cross docking is enabled.

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Others(Receiving Information)
Receiving Options

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WMS: Define Subinventory Attributes
Setup>Warehouse Configuration>Warehouses>Subinventories
Form
Name
Subinventories
Stock Subinventories
ORG NAME DESCRIPTION
ARL
A MISC
G BLDG G
GULFSTREAM GULFSTREAM
MFG MANUFACTURING STAGE
NON CONF NON CONFORMANCE
Q SUB Q
RCV RECEIVING
RCV_CON RECEIVING SI FOR CONSIGNMENT
SH SHIPPING
TR TEMP SI FOR IN TRANSIT
ATL
A AFOG - OUTSIDE PROCESSING
BAE BAE
MID RIVER MID RIVER
N NOVA
O ZONE O
P PRODUCTION PAINT- OUTSIDE
PROCESSING
Q QUARANTINE
R RECEIVING
S SHIPPING
VOLUMATIC VOLUMATIC
W WATERJET

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GDN
A BLDG A
AS A SHIPPING
B BLDG B
C BLDG C
D BLDG D
E BLDG E
MFG MANUFACTURING STAGE C
Q QUARANTINE
RCV RECEIVING SUB
Z CONSIGNMENT
KEN
1 ZONE 1
2 ZONE 2
A ZONE A
B ZONE B
C ZONE C
D ZONE D
E ZONE E
F ZONE F
G ZONE G
P PERFORMANCE METALS CONSIGNMENT
Q QUARANTINE
RCV RECEIVING
SH SHIPPING
X ZONE X
OEX
A EXTRUSION BUILDING A
B EXTRUSION BUILDING B
D EXTRUSION BUILDING D
EXPERT S EXPERT SLITTERS
F EXTRUSION BUILDING FLOOR
P FLAT ROLL BUILDING P
Q QUARANTINE

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R RECEIVING
S FLAT ROLL BUILDING S
SH SHIPPING
SIKORSKY SIKORSKY
X SI X
WIE
A SI
C COIL
E EAST BAY
Q QUARANTINE
R RECEIVING
S S SUBINVENTORY
SH SHIPPING
TRIUMPH FB TRIUMPH FABRICATION
W SI W
WIW
BOEING SL BOEING-ST. LOUIS
CESSNA CESSNA
FREEMAN FREEMAN
K WEST SIDE K
LEARJET LEARJET
MFG MFG STAGE
Q QUARANTINE
R RECEIVING
SH SHIPPING
T WEST SIDE T
TR RC.RC.RC.RC.

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Shipping Subinventories

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Locators
tab
Parameters
Dock doors, Staging locators, storage locators

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tab
tab
Capacity
Capacity is not currently defined for Wave1

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tab
Dimensions

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tab
tab
Coordinates

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WMS: Define Stock Locators Attributes
Setup>Warehouse Configuration>Warehouses>Stock Locators

Form
Name
Stock Locators
Description: You use this form to setup stock locators. Locators identify physical areas within subinventories where you store items, such as rack/bin or aisle/row/bin
locations. You also set up dock doors and staging lanes as locators.
tab
Parameters

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tab
Capacity

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tab
Dimensions
tab
tab
Coordinates

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WMS: Define Dock Door to Staging Lane Relationships
Setup>Warehouse Configuration>Warehouses>Dock Door to Staging Lane Assignments

Form
Name
Associate Staging Lanes to Dock Door – None Defined for Wave 1 since Dock Scheduling is not used
Description: You use this form to assign staging lanes to dock doors.
Dock Door
Subinventory
Description
Staging Lanes
Number Subinventory Lane Description Enabled

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WMS: Define Shipping Networks
Setup>Warehouse Configuration>Warehouses>Shipping Networks

Form
Name
Shipping Networks
Description: You use this form to setup shipping networks.
New

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Inter-organization Transfer Charge

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WMS: Define Unit of Measure
Setup>Material Setup>Units of Measure>Units of Measure

Form
Name
Units of Measure
Description: You use this form to setup units of measure and their conversions
Attention: The setup for Unit of Measure can also be found in the BR100 document
for Common Manufacturing

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Conversions
tab
Standard

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tab
Intra-class

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tab
Inter-class

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WMS: Define Material Statuses
Setup>Transaction Setup>Inventory Transactions>Material Status

Form
Name
Material Status Definition
Description: 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

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WMS: Define Lot and Serial Attributes
Setup>Material Setup>Lot/Serial Attributes>Lot/Serial Attributes Descriptive Flexfield>Segments

Form
Name
Descriptive Flexfield Segments
Description: You use this form to setup descriptive flexfields that enable you to configure lot and serial attributes.
Attention: You must perform a query on the Title field for either “Serial Attributes”
or “Lot Attributes”. Uncheck the Freeze Flexfield Definition box and click on the
Code field in the Context Field Values to add the record.

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Segments
Compile

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Attention: After you save your data, check the Freeze Flexfield Definition box and
then click on the compile button. View your requests to verify that the flexfield
compiled without any errors.

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WMS: Assign Descriptive Flexfield Context Mapping
Setup>Material Setup>Define Descriptive Flexfield Context Mapping

Form
Name
Descriptive Flex Context Mapping – N/A
Description: You use this form to assign a context to an item or item category.

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Serial Attributes OR Lot Attributes

Flexfield Name
Item
Context Column
Category Set

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Context Assignment
Item Context Value

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WMS: Define Cost Groups
Setup>Material Setup>Costs>Cost Groups

Form
Name
Cost Groups
Description: You use this form to setup cost groups. Cost groups associate account information with its related inventory item.

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WIP Accounting Classes

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WMS: Define Account Alias
Setup>Transaction Setup>Inventory Transactions>Define Account Aliases

Form
Name
Account Aliases
Description: Account Aliases are used to quickly choose an account by a known name, instead of a long set of numbers. The account aliases are org specific. Select the
Org and then define the aliases for the Org.

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WMS: Define Task Types
Setup>Warehouse Configuration>Tasks>Standard Task Types

Form
Name
Standard Operations
Description: You use this form to setup task types. For each task that requires a unique combination of human and equipment type of resources, a new task type is defined.

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Operations Resources
tab
Main

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tab
tab
Scheduling

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tab
Costing

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WMS: Define Task Type Assignment Rules
Setup>Warehouse Configuration>Rules>Warehouse Execution>Rules

Form
Name
WMS Rules
Description: You use this form to define rules for Cost Group Assignments, Label Format, Pick, Put Away and Task Type assignments.
Attention: In the Type field there is a list of values which you will select from to
create your assignment rule.
The following link contains Rules, Strategies and Rules Workbench setup for Wave 2 Orgs of OBOS. It includes Pick, Put
away and Task Type Assignment Rules.
Microsoft Office
Excel Worksheet

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Task Type Assignment

Type
GDN_SALES_MFG_ALLOCATION_TASK_RULE
Name
GDN SALES MFG ALLOCATION TASK RULE
Description
SALC
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

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

Or LOV
10 Lot Lot Number IN Expression select ool.attribute4 from

oe_order_lines_all ool,
wip_discrete_jobs wdj
where
mmtt.transaction_source
_id = wdj.wip_entity_id
and wdj.source_line_id =
ool.line_id
20 AND WIP Entity Type = Constant number 1

Type
GDN_SALES_ALLOCATION_TASK_RULE
Name
GDN SALES ORDER ALLOCATION PICK TASK RULE
Description
SALC
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Lot Lot Number = Sale Order Lines Attribute4

Type
GDN_NO_PICK_TASK_RULE_SO_PICK
Name

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GDN NO PICK TASK RULE SO PICK

Description
NOPK
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Warehouse Task Transaction Quantity < Expression ROUND(inv_convert.in

v_um_convert(msi.inven
tory_item_id,null,1,'PCS'
,'LBS',null,null),0)
20 AND Item Item = Item Item
30 AND Lot Lot Number IN Expression select mln.lot_number

from mtl_lot_numbers
mln where
mln.c_attribute3 is null
and mln.c_attribute4 is
null and
mln.inventory_item_id =
msi.inventory_item_id
40 AND Sale Order Lines Line Number IS NOT
NULL

Type
GDN_OUTB_PICK_TASK_RULE
Name
GDN OUTB PICK TASK RULE
Description
OUTB
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

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Or LOV

Type
GDN_PRIORITY_PICK_TASK_RULE
Name
GDN PRIORITY PICK TASK RULE
Description
PKPR
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Sale Order Lines Shipment Priority Code = Constant character High

Type
GDN_FLAT_PICK_TASK_RULE
Name
GDN FLAT PICK TASK RULE
Description
FLAT
Return Value

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Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 WIP Entity Type = Constant number 1
20 AND Category Segment1 IN Expression 'SHEET', 'PLATE'

Type
GDN_NO_PICK_TASK_RULE_MFG_PICK
Name
GDN NO PICK TASK RULE MFG PICK
Description
NOPK
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Warehouse Task Transaction Quantity < Expression ROUND(inv_convert.in


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Or LOV
30 AND Lot Lot Number IN Expression select mln.lot_number

from mtl_lot_numbers
mln where
mln.c_attribute3 is null
and mln.c_attribute4 is
null and
msi.inventory_item_id
40 AND Warehouse Task Transaction Quantity < Expression select
wro.required_quantity
from
wip_requirement_operati
ons wro,
wip_discrete_jobs wdj
where wro.wip_entity_id
= wdj.wip_entity_id and
wro.inventory_item_id =
mmtt.inventory_item_id
and wdj.wip_entity_id =
mmtt.transaction_source
_id

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WMS: Define Pick Type Rules

Form
Name
WMS Rules

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Pick
Type
GDN_MFG_PICK_RULE_COIL
Name
GDN MFG PICK RULE COIL
Description

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Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Source Subinventory Subinventory Name IN Expression 'A','B','C','D','E','GULFST

REAM','MFG','Z'
20 AND Category Segment3 = Constant character COIL
30 AND WIP Job Status type <> Constant number 4
Pick
Type
GDN_DEFAULT_PICK_RULE_COIL
Name
GDN DEFAULT PICK RULE COIL
Description
Return Value
YES
User Defined
YES
Enabled
NO
Common to All Orgs

Or LOV

REAM','MFG','Z'
20 AND Category Segment3 = Constant character COIL

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Pick
Type
GDN_MFG_FLAT_PICK_PRIME_RULE_NO_RESTRICTIONS
Name
GDN MFG FLAT PICK PRIME RULE NO RESTRICTIONS
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV

REAM','MFG','Z'
20 AND Category Segment1 IN Expression 'PLATE','SHEET'
Pick
Type
GDN_DEFAULT_PICK_BY_LOT_ATTRIBUTE
Name
GDN DEFAULT PICK BY LOT ATTRIBUTE FROM SO
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

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Or LOV
10 Lot Lot Number = Expression select ool.attribute4 from

oe_order_lines_all ool,
mtl_txn_request_lines
mtrl where
mtrl.txn_source_line_id
= ool.line_id and
mtrl.line_id =
mptdtv.line_id
Pick
Type
GDN_DEFAULT_PICK_RULE_STOCK
Name
GDN DEFAULT PICK RULE STOCK
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV

REAM','MFG','Z'
20 AND Sale Order Lines Attribute4 IS NULL
30 AND Lot Character Attribute3 IS NULL
Pick
Type
GDN_DEFAULT_PICK_RULE_BUYOUT
Name

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GDN DEFAULT PICK RULE BUYOUT ITEMS

Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV

REAM','MFG','Z'
20 AND Item Item Type = Constant character BUYOUT
Pick
Type
GDN_MFG_COMPONENT_PICK_RULE_BY_LOT
Name
GDN MFG COMPONENT PICK BY SO LOT
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

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Or LOV
10 Lot Lot Number = Expression select ool.attribute19

from oe_order_lines_all
ool, wip_discrete_jobs
wdj,
mtrl where
mtrl.txn_source_id =
wdj.wip_entity_id and
wdj.source_line_id =
ool.line_id and
mtrl.line_id =
mptdtv.line_id
Pick
Type
GDN_MFG_COMPONENT_PICK_MAX_DROPS_BAR
Name
GDN MFG COMPONENT PICK MAX DROPS FOR BAR RULE
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Category Segment1 IN Expression 'BAR', 'TUBE'

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Or LOV
20 AND Lot Character Attribute3 >= Expression select ool.attribute10

wdj,
mtrl where
ool.line_id and
mtrl.line_id =
mptdtv.line_id
30 AND Lot Lot Number NOT IN Expression select ool.attribute14
wdj,
mtrl where
ool.line_id and
mtrl.line_id =
mptdtv.line_id
Pick
Type
GDN_MFG_PICK_PRIME_RULE
Name
GDN MFG PICK PRIME RULE
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV

REAM','MFG','Z'

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Or LOV
Pick
Type
GDN_MFG_COMPONENT_PICK_MAX_DROPS_LINEAR_0408
Name
GDN MFG COMPONENT PICK MAX DROPS FOR LINEAR 0408
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs
Seq And / ( Object Parameter Operator Object Parameter / Value / LOV Value )
Or
10 Category Segment1 IN Expression 'BAR','TUBE','EXTRUSION','PIPE','STR

UCTURAL'

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Seq And / ( Object Parameter Operator Object Parameter / Value / LOV Value )
Or
30 AND Source Locator Locator Identifier IN Expression select locator_id from (select
moq.locator_id from
mtl_onhand_quantities moq,
mtl_lot_numbers mln,
mtl_txn_request_lines mtrl,
WMS_TRX_DETAILS_TMP_V mptdtv
where moq.inventory_item_id =
mtrl.inventory_item_id and
moq.organization_id =
mtrl.organization_id and
moq.transaction_quantity > 0 and
moq.lot_number not in (select
mr.lot_number from mtl_reservations mr
where mr.inventory_item_id =
mtrl.inventory_item_id) and
moq.lot_number not in (select
mtltv.lot_number from
mtl_transaction_lots_temp_v mtltv where
mtltv.inventory_item_id =
mtltv.organization_id =
mtrl.organization_id) and
mln.C_ATTRIBUTE3 >= (select
ool.attribute10 from oe_order_lines_all
ool, wip_discrete_jobs wdj,
mtl_txn_request_lines mtrl where
mtrl.txn_source_id = wdj.wip_entity_id
and wdj.source_line_id = ool.line_id and
mtrl.line_id = mptdtv.line_id) and
moq.lot_number = mln.lot_number and
mtrl.line_id = mptdtv.line_id order by
moq.transaction_quantity asc) where
rownum < 4
Pick
Type
GDN_MFG_PICK_PRIME_RULE_0408
Name
GDN MFG PICK PRIME RULE 0408
Description
Return Value
Yes
User Defined
Yes
Enabled

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No
Common to All Orgs

Or LOV

REAM','MFG','Z'
50 AND Subinventory/Locator Actual item on-hand quantity / >= Expression ROUND(inv_convert.in

txn UOM v_um_convert(msi.inven
60 AND Stock on-hand Direct ATT/ATR Quantity >= Expression ROUND(inv_convert.in
80 AND Source Locator Locator Identifier = Source Locator Locator Identifier
Pick
Type
GDN_DEFAULT_PICK_RULE_STOCK_0408
Name
GDN DEFAULT PICK RULE STOCK 0408
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

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Or LOV

REAM','MFG','Z'


Pick
Type
GDN_DEFAULT_PICK_BY_LOT_ATTRIBUTE_0408
Name
GDN DEFAULT PICK BY LOT ATTRIBUTE FROM SO 0408
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Lot Lot Number = Sale Order Lines Attribute4

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PICK
Type
GDN_DEFAULT_PICK_RULE_STOCK_FLAT_042208
Name
GDN DEFAULT PICK RULE FLAT 042208
Description
Return Value
Yes
User Defined
Yes
Enabled
Common to All Orgs

Or LOV

REAM','MFG','Z'
30 AND Lot Character Attribute3 >= Expression select msi.attribute8 from

mtl_system_items_b msi
where
msi.inventory_item_id =
mptdtv.inventory_item_i
d and
msi.organization_id =
143
where
d and
143


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Or LOV
80 AND Category Segment1 IN Expression 'PLATE','SHEET'
PICK
Type
GDN_DEFAULT_PICK_RULE_STOCK_LINEAR_042208
Name
GDN DEFAULT PICK RULE LINEAR 042208
Description
Return Value
Yes
User Defined
Yes
Enabled
Common to All Orgs

Or LOV

REAM','MFG','Z'

where
d and
143


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Or LOV
80 AND Category Segment1 NOT IN Expression 'PLATE','SHEET'

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WMS: Define Putaway Type Rules

Form
Name
WMS Rules

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Put away
Type
GDN_QUARANTINE_PUTAWAY_RULE
Name
GDN QUARANTINE PUTAWAY RULE
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

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Or LOV
10 Destination Subinventory Subinventory Name IN Expression 'Q', 'AQ'
20 AND Actual Transaction Inspection Status = Constant number 3
Put away
Type
GDN_DEFAULT_PUTAWAY_RULE_NO_RESTRICTIONS
Name
GDN DEFAULT PUTAWAY RULE NO RESTRICTIONS
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10
Put away
Type
GDN_DEFAULT_INVENTORY_PUTAWAY_RULE
Name
GDN DEFAULT INVENTORY PUTAWAY RULE
Description
Return Value
Yes
User Defined

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Yes
Enabled
No
Common to All Orgs

Or LOV
10 Destination Subinventory Subinventory Name IN Expression 'A','B','C','D','E','GULFST

REAM','MFG','Z'
20 AND Actual Transaction Inspection Status <> Constant number 3
Put away
Type
GDN_DEFAULT_STAGING_PUTAWAY_RULE
Name
GDN DEFAULT STAGING PUTAWAY RULE
Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Destination Subinventory Subinventory Name = Constant character AS
Put away
Type
GDN_RMA_PUTAWAY_RULE
Name

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GDN RMA PUTAWAY RULE

Description
Return Value
Yes
User Defined
Yes
Enabled
No
Common to All Orgs

Or LOV
10 Destination Subinventory Subinventory Name IN Expression 'Q', 'AQ'

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WMS: Define Warehouse Strategy
Setup>Warehouse Configuration>Rules>Warehouse Execution>Strategies

Form
Name
WMS Strategies
Description: You use this form to setup the warehouse strategies for put away, pick and cost group assignment .
Suggestion: 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. This
concept is referred to as “partial success allowed (link to setting up strategies).

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Type Pick
Name Prefer single lot
Description Allocate single lot if possible, multiple lots if necessary, pick UOM
User Defined No
Strategy Enabled Yes
Common to All Orgs Yes
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Seq Rule Name Partial Success Date Type From To Common to All []
Allowed Orgs
10 Single lot, pick Yes Always
UOM
20 Rotate stock pick Yes Alway
UOM
Type Pick
Name 30-day range FEFO
Description Lots with less than 30 days life
User Defined No
Allowed Orgs
10 30-day range Yes Always
FEFO min pick
task
Type Pick
Name Rotate stock
Description Order by expiration date and earliest date received
User Defined No
Allowed Orgs
10 Rotate stock Yes Always
Type Pick
Name Rotate stock, pick UOM
Description Order by expiration date and earliest date received, pick UOM
User Defined No
Allowed Orgs
10 Rotate stock pick Yes Always
UOM
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Type Put away

Name Empty locator
Description Any empty locator
User Defined No
Allowed Orgs
10 Empty locator Yes Always
Type Put away

Name Minimize fragmentation
Description Store like items together
User Defined No
Allowed Orgs
10 Minimize Yes Always
fragmentation
Type Put away

Name Same material status code
Description Select sub or loc with same material status as lot
User Defined No
Allowed Orgs
10 Like material Yes Always
status code for
lots
Type Pick
Name Project Manufacturing Allocation Preferences
Description Prefer same task, then project, then planning group, then common, then
anything
User Defined No
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Allowed Orgs
10 Same Project, Yes Always
Same Task
20 Same Project Yes Always
30 Pick Common Yes Always
Stock
40 Same Planning Yes Always
Group
50 Seeded Default Yes Always
pick rule
Type Pick
Name GDN_SALES_ORDER_PICK_STRATEGY_042208
Description GDN_SALES_ORDER_PICK_STRATEGY_042208
User Defined Yes
Common to All Orgs No
Seq Rule Name Partial Date Type From To Common to []
Success All Orgs
Allowed
10 GDN_DEFAULT_PICK_BY_LOT_ATTRIBUTE_0408 Yes Always
20 GDN_DEFAULT_PICK_RULE_STOCK_LINEAR_04220 Yes Always
8
30 GDN_DEFAULT_PICK_RULE_STOCK_FLAT_042208 Yes Always
40 GDN_DEFAULT_PICK_RULE_STOCK_0408 Yes Always
50 GDN_DEFAULT_PICK_RULE_COIL Yes Always
60 GDN_DEFAULT_PICK_RULE_BUYOUT Yes Always
Type Pick
Name GDN_MFG_COMPONENT_PICK_STRATEGY_0408
Description GDN MFG COMPONENT PICK STRATEGY 0408
User Defined Yes
Seq Rule Name Partial Date From To Common to []
Success Type All Orgs
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Allowed
10 GDN_MFG_COMPONENT_PICK_RULE_BY_LOT Yes Always
20 GDN_MFG_COMPONENT_PICK_MAX_DROPS_LINEAR_040 Yes Always
8
30 GDN_MFG_PICK_RULE_COIL Yes Always
40 GDN_MFG_PICK_PRIME_RULE_0408 Yes Always
50 GDN_MFG_FLAT_PICK_PRIME_RULE_NO_RESTRICTIONS Yes Always
Type Pick
Name GDN_SALES_ORDER_PICK_STRATEGY_0408
Description GDN SALES ORDER PICK STRATEGY 0408
User Defined Yes
Success All Orgs
Allowed
10 GDN_DEFAULT_PICK_BY_LOT_ATTRIBUTE_040 Yes Always
8
20 GDN_DEFAULT_PICK_RULE_STOCK_0408 Yes Always
30 GDN_DEFAULT_PICK_RULE_COIL Yes Always
Type Put away

Name GDN_RMA_PUTAWAY_STRATEGY
Description GDN RMA PUTAWAY STRATEGY
User Defined Yes
Allowed Orgs
10 GDN_RMA_PUTAWAY_RUL Yes Always
E
Type Put away

Name GDN_DEFAULT_PUTAWAY_NO_RESTRICTIONS
Description GDN DEFAULT PUTAWAY NO RESTRICTIONS
User Defined Yes

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Success All Orgs
Allowed
10 GDN_DEFAULT_PUTAWAY_RULE_NO_RESTRICTION Yes Always
S
Type Put away

Name GDN_DEFAULT_STAGING_PUTAWAY_STRATEGY
Description GDN DEFAULT STAGING PUTAWAY STRATEGY
User Defined Yes
Seq Rule Name Partial Date Type From To Common to All [ ]
Success Orgs
Allowed
10 GDN_DEFAULT_STAGING_PUTAWAY_RUL Yes Always
E
Type Pick
Name GDN_MFG_COMPONENT_PICK_STRATEGY
Description GDN MFG COMPONENT PICK STRATEGY
User Defined Yes
Success All Orgs
Allowed
10 GDN_MFG_COMPONENT_PICK_RULE_BY_LOT Yes Always
20 GDN_MFG_COMPONENT_PICK_MAX_DROPS_BA Yes Always
R
30 GDN_MFG_PICK_PRIME_RULE Yes Always
Type Pick
Name GDN_SALES_ORDER_PICK_STRATEGY
Description GDN SALES ORDER PICK STRATEGY
User Defined Yes
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Success All Orgs
Allowed
10 GDN_DEFAULT_PICK_BY_LOT_ATTRIBUT Yes Always
E
20 GDN_DEFAULT_PICK_RULE_STOCK Yes Always
Type Put away

Name GDN_INVENTORY_PUTAWAY_STRATEGY
Description GDN INVENTORY PUTAWAY STRATEGY
User Defined Yes
Success All Orgs
Allowed
10 GDN_QUARANTINE_PUTAWAY_RULE Yes Always
20 GDN_DEFAULT_INVENTORY_PUTAWAY_RUL Yes Always
E

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WMS: Define Strategy Assignments
Setup>Warehouse Configuration>Rules>Warehouse Execution>WMS Rules Workbench

Form
Name
WMS Rules Workbench
Description: Strategy Assignments are used link strategies to items.
Pick Strategy Assignments

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Putaway Strategy Assignments

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WMS: Define Warehouse Resources
Setup>Warehouse Configuration>Resources>Resources
Form
Name
Resources
Description: You use this form to define people and equipment as resources.

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Overheads
Cost Types

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Rates
Employees

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Equipment
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Setups

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WMS: Define Equipment Items
Setup>Material Setup>Items>Master Items
Setup>Warehouse Configuration>Resources>Equipment Not applicable for Transtar

Form
Name
Master Item
Description: You use this form to setup WMS related attributes for equipment
Attention: 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 BOM
resource. Users sign on to the serial number of the equipment and are dispatched
tasks appropriate to that equipment.
To set up equipment for the use with WMS, you must do the following:
 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
Suggestion: You can use the Equipment Item Template to ensure that other
equipment item attributes are properly set

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Attention: The section in the Inventory tab has been bordered in bold to help you
identify the fields that must be changed to create equipment items.
tab
Inventory
Attention: Use the scroll bar at the bottom of the inventory tab to maintain Material
Status Control and Network Logistics
Attention: The section in the Physical Attributes tab has been bordered in bold to
help you identify the fields that must be changed to create equipment items.
tab
Physical Attributes

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WMS: Define Equipment Serial Numbers
Inventory Management>Material Maintenance>Generate Serial Numbers

Form
Name
Generate Serial Numbers
Description: You use this form to generate equipment serial numbers. This concurrent process will generate serial numbers after the parameters are completed and the
submit button is activated.
System Items
Item
Parameters
Item from System Items will populate this field
Item
Quantity

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WMS: Define Departments
Setup>Warehouse Configuration>Departments & Resources>Departments

Form
Name
Departments
Description: You use this form to setup departments.
Attention: A department represents a group of similar resources within a warehouse.

In order to use the task management system, you must set up at least one department.
To use a human and equipment resource to perform the same task, each must be
defined to the same department. Therefore, you should not implement separate
departments for equipment and human resources

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Rates
Resources
tab
Main (Owned)
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tab
Planning

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Instances

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Tolerance Fences

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WMS: Define Transaction Reasons
Setup>Transaction Setup>Inventory Transactions>Transaction Reasons

Form
Name
Transaction Reasons
Description: You use this form to setup transaction reasons

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WMS: Define Receiving Options
Setup>Warehouse Configuration>Warehouses>Receiving Parameters

Form
Name
Receiving Options
Description: You use this form to setup receiving options

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WMS: Define Pick Slip Grouping Rules
Setup>Warehouse Configuration>Rules>Pick Wave>Pick Slip Grouping

Form
Name
Pick Slip Grouping Rules
Description: You use this form to setup pick slip grouping rules to specify different ways in which a warehouse might choose to fulfill a group of orders.
Attention: WMS supports the following pick methodologies.
Order picking, cluster picking, zone picking, bulk picking, paper-based picking, Pick
and pass label picking and user define grouping.

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WMS: Define Release Sequence Rules
Setup>Warehouse Configuration>Rules>Pick Wave>Release Sequence

Form
Name
Release Sequence Rules
Description: You use this form to setup a rule for the release sequence priority

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WMS: Define Release Rules
Setup>Warehouse Configuration>Rules>Pick Wave>Release Rules

Form
Name
Release Rules
Description: You use this form to setup pick wave release rules

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tab
Shipping
tab
Inventory
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WMS: Define Container Types
Setup>Material Setup>Items>Container Types

Form
Name
Application Utilities: CONTAINER TYPE Lookups
Description: You use this form to setup container types.
Attention: 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
preseeded with a variety of container types but the system also enables you to set up
your own.

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WMS: Define Container Items – N/A
Setup>Material Setup>Items>Master Items

Form
Name
Master Item
Description: You use this form to setup WMS related attributes. These are Lot, Lot Expiration, Serial controlled, Physical attributes and Material Status. Container Items
need to be specified as Container in order to be used as a packing item. Also, this designation will prompt the container item to show up in the container load relationship
window.
Item
Description
tab
Inventory
Attribute Name Controlled At Value Enable
Inventory Item
Stockable
Transactable
Revision Control
Reservable
Check Material Shortage
Lot Expiration Control
Shelf Life Days
Cycle Count Enabled

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Negative Measurement Error
Positive Measurement Error
Lot Control
Lot Starting Prefix
Lot Starting Number
Serial Generation
Serial Starting Prefix
Serial Starting Number
Locator Control
Restrict Subinventories
Restrict Locators
Attention: Use the scroll bar at the bottom of the inventory tab to maintain Material
Status Control and Network Logistics
tab
Inventory (Continued)Material Status and Network Logistics
Lot Status Enabled
Default Lot Statuse
Serial Status Enabled
Default Serial Status
Lot Split Enabled
Lot Merge Enabled

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Bulk Picked
Network Logistics Trackable
Asset Creation
tab
Physical Attributes
Weight Unit of Measure
Unit Weight
Volume Unit of Measure
Unit Volume
Container
Vehicle
Container Type
Internal Volume
Maximum Load Weight
Minimum Fill Percent
Collateral Item
Electronic Format
Event
Downloadable
Equipment
OM Indivisible

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WMS: Define Cartonization Groups – N/A
Setup>Material Setup>Items>Categories>Category Codes

Form
Name
Categories
Description: A flexfield structure, called Cartonization Groups, is preseeded with the system. To define cartonization groups, you need only to select the Cartonization
Groups flexfield structure and then set up a category code for each group.
Attention: A Find Categories Box will appear after the form is open from the menu.
You can enter “Cartonization Groups” in the structure name and click on Find to see
all categories assigned to cartonization groups or click on the new button and start
entering new category codes
Code Meaning Description Inactive On
Cartonization Groups

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WMS: Define Cartonization Category Sets – N/A
Setup>Material Setup>Items>Categories>Category Sets

Form
Name
Category Sets
Description: You use this form to setup container and contained category sets
Attention: You must perform a query on the Name field for either “Container Items”
or “Contained Items”.
Container Item –OR- Contained Item

Name
Category Set for Container(d) Items
Description
Flexfield Structure
Master Level
Controlled At
Default Category
Allow Multiple Item Category Assignments
Enforce List of Valid Categories

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Assign
Items Description Category

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WMS: Define Container Item Relationship – N/A
Setup>Material Setup>Items>Define Container Item Relationship

Form
Name
Container Item Relationship
Description: You use this form to setup what items are put into what containers
Container Item Type Load Item UOM Maximum Preferred

Quantity Flag

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WMS: Define Shipping Parameters
Setup>Warehouse Configuration>Warehouses>Shipping Parameters

Form
Name
Shipping Parameters
Description: You use this form to setup shipping parameters for general weights, volumes and fill percentage, defaults for pick release, shipping transactions and delivery
grouping.
tab
General

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tab
Pick Release

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tab
Shipping Transaction

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tab
Delivery Grouping

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WMS: Define Global Parameters
Shipping Execution>Setup>Global Parameters

Form
Name
Global Parameters

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

Form
Name
Define Label Formats
Description: You use this form to setup label formats. You are setting up the data fields that you want the system to include on a particular label
Label Fields and Variables

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WMS: Define Associate Label Formats to Business Flows
Setup> Warehouse Configuration>Printing>Assign Label Types to Business Flows

Form
Name
Assign Label Types to Business Flows
Description: You use this form to assign label types to business flows.
Warning: Before you can associate label types to business flows, you must have
already defined the appropriate label format that is compatible with the business flow.
For a list of compatible label formats for business flows, see the Warehouse
Management User Guide.
Attention: The left column in the table represents the list of business flows, you must
select a business flow to which you want to associate a label type

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WMS: Assign Labels to Printers
Setup> Warehouse Configuration>Printing>Assign Printers to Documents

Form
Name
Choose Document and Label Printers
Description: You use this form to setup what labels print to what printers
Attention: The left column in the table represents the list of documents, you must
select a document to which you want to associate a label type
Documents Printer Level Value Equipment Label Comments Enable Default

Instance Format
| Documents
|----Bill of Lading
|----LPN
|----LPN Content
|----LPN Summary
|----Serial

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Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date

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AMC BR100B WMS WAREHOUSE MANAGEMENT APPLICATION SETUP 29-Oct-08

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28-Oct-08 George Moser Draft 1a No Previous Document

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1 Library Master Project Library

Application Set Up Control Sheet – Oracle Warehouse Management......................................1

WMS: Define Profile Options...................................................................................................4

WMS: Define Warehouse Parameters.......................................................................................6

WMS: Define Subinventory Attributes....................................................................................18

WMS: Define Stock Locators Attributes.................................................................................30

WMS: Define Dock Door to Staging Lane Relationships......................................................37

WMS: Define Shipping Networks...........................................................................................38

WMS: Define Unit of Measure................................................................................................45

WMS: Define Material Statuses..............................................................................................50

WMS: Define Lot and Serial Attributes..................................................................................53

WMS: Assign Descriptive Flexfield Context Mapping..........................................................57

WMS: Define Cost Groups......................................................................................................58

WMS: Define Account Alias...................................................................................................61

WMS: Define Task Types........................................................................................................63

WMS: Define Task Type Assignment Rules............................................................................70

WMS: Define Pick Type Rules................................................................................................78

WMS: Define Putaway Type Rules..........................................................................................93

WMS: Define Warehouse Resources......................................................................................111

WMS: Define Equipment Items............................................................................................121

WMS: Define Departments...................................................................................................124

WMS: Define Transaction Reasons.......................................................................................133

WMS: Define Receiving Options..........................................................................................136

WMS: Define Pick Slip Grouping Rules...............................................................................138

WMS: Define Container Types..............................................................................................147

WMS: Define Container Items – N/A...................................................................................149

WMS: Define Cartonization Groups – N/A..........................................................................153

WMS: Define Cartonization Category Sets – N/A...............................................................154

WMS: Define Container Item Relationship – N/A...............................................................156

WMS: Define Shipping Parameters......................................................................................157

WMS: Define Global Parameters..........................................................................................162

WMS: Define Label Formats.................................................................................................164

WMS: Define Associate Label Formats to Business Flows..................................................168

WMS: Assign Labels to Printers...........................................................................................170

Open and Closed Issues for this Deliverable..........................................................................171

Application Set Up Control Sheet – Oracle Warehouse Management

Environment Name: Machine: Type (definition, execution, or both):

System Administration SYS: Define Profile Options

SYS: Define Mobile User ID

Warehouse Setup WMS: Define Warehouse

WMS: Define Subinventory

WMS: Define Stock Locator

WMS: Define Dock Door to

WMS: Define Shipping Networks

WMS: Define Calendars

WMS: Define Calendar Exception

Material Setup WMS: Define Unit of Measure

WMS: Define Item Attributes for

WMS: Define Material Statuses

WMS: Define Lot and Serial

WMS: Define Task Type Assignment Rules 73 of 174

WMS: Assign Descriptive

Cost Group Setup WMS: Define Cost Groups

WMS: Define Account Alias

Warehouse Execution WMS: Define Task Types

WMS: Define Task Type

WMS: Define Warehouse Strategy

WMS: Define Strategy

WMS Define Strategy Search