Вы находитесь на странице: 1из 83

Oracle Warehouse Management System

MWA Personalization

Release 12.1.1

White Paper

Feb 25 2009

Page 1 of 83
Main Objectives:

The main objective of this document is to show basic setups required for mobile personalization
(Release 12.1.1) and has examples of some flows that will give any user a head start in using
the functionality.

Primary Author: John Changaramangalam

The information contained in this document is subject to change without notice. If you find any
problems in the documentation, please report them by e-mailing
john.chankaramangalam@oracle.com.

Special Thanks to Harry Herman (Support), Bhanu (Development), Bunnei Cheng (Program
Management) , Support team & Development team.

Page 2 of 83
Table of Contents
Overview Of Mobile Personalization ....................................................................................................... 4
Mobile Personalization:......................................................................................................................... 5
Mobile Personalization Prerequisites: ..................................................................................................... 6
Personalization For Mobile PO Receipt Page:........................................................................................ 8
Personalization For Mobile PO Information Page: ................................................................................ 18
De-Activation of Personalization For Mobile PO Receipt and Information page: ................................. 22
Mobile Personalization For Move Any LPN page:................................................................................. 28
Mobile Personalization for Move Any LPN – Select Items page:.......................................................... 34
Mobile Personalization for WMS Inbound Manual Load: ...................................................................... 39
Mobile Personalization for WMS Inbound Manual Load – Select Contents: ........................................ 42
Personalization for Pick Load – Mobile WMS Manual Picking:............................................................. 46
Personalization for Pick Load – Mobile WMS Drop Loaded LPNs: ...................................................... 54
Personalization for Mobile LPN Ship:.................................................................................................... 63
Personalization for Mobile LPN Ship – Ship Confirm:........................................................................... 71
Personalization for Mobile WMS Update LPN: ..................................................................................... 78
Debugging Issues: ................................................................................................................................. 83

Page 3 of 83
Mobile Personalization
Overview Of Mobile Personalization

Mobile personalization enables you to customize Oracle Warehouse Management pages without making
code changes. You can hide fields and provide default field values to reduce the amount of information a
user must enter on a page. These changes reduce the number of scans and improve overall efficiency
and execution. You can also set additional fields as required if these fields are essential to your business.

With mobile personalization you can:


• Hide fields and buttons
• Provide default field values
• Copy the value of a field to another field
• Set editable fields as read only
• Set non-required fields as required.

Personalization can be controlled at multiple levels:

Users will be allowed to customize the mobile pages and hence their experience while transaction
execution at various levels that should include Function, Organization, Responsibility and User. The
customizations done at a Function level will be reflected across the instance and will be experienced by
all the users of the system. All the users in a particular organization will experience the customizations
done at an Organization level. The customizations done at a Responsibility level will be experienced by
all the users of that responsibility. The customizations done at a User level will be experienced only by
that user.

Available for most common Oracle Warehouse Management transactions:


• Inbound
• Receipt, Putaway, Load and Drop
• Outbound
• Pick Load, Drop, and Ship Confirm

Personalization is supported for the following pages:


1. Mobile PO Receipt page
2. Mobile PO Receipt Information Page
3. Putaway Drop Page
4. Item Load Page
5. Move Any LPN page
6. Manual Load Page
7. Update LPN Page
8. Pick Load Page
9. Pick Drop Page
10. LPN Ship Page
11. Mobile Ship Confirm Page

Page 4 of 83
Mobile Personalization:

Step Mobile Personalization Setup


PreReqs Prerequisites Required WMS should be
setup up.
PPER Mobile Personalization Profile Setups
PPER 1 Personalization For Mobile PO Receipt page
PPER 2 Personalization For Mobile PO Information
PPER 3 De-Activation of Personalization For Mobile PO
Receipt and Information page
PPER 4 Personalization for Move Any LPN page using
Descriptive Flexfield.
PPER 5 Personalization for Move Any LPN – Select Items
page
PPER 6 Personalization for WMS Inbound Manual Load
PPER 7 Personalization for WMS Inbound Manual Load –
Select Contents
PPER 8 Personalization for Pick Load – Mobile WMS
Manual Picking
PPER 9 Personalization for Pick Load – Mobile WMS Drop
Loaded LPNs
PPER 10 Personalization for Mobile LPN Ship
PPER 11 Personalization for Mobile LPN Ship – Ship
Confirm
PPER 12 Personalization for Mobile WMS Update LPN
Debugging Issues

Page 5 of 83
Mobile Personalization Prerequisites:

PREREQS Prerequisites Required

Complete all WMS setups.

PPER Mobile Personalization Profile Setups

Responsibility: System Administration


Navigation: → Profile → System

MWA: Cache Personalized Metadata (Controls whether or not you need to bounce the MWA server)
If you set the profile option MWA: Cache Personalized Metadata to Yes, then you must bounce the
mobile server for personalization to take effect. Caching is recommended in a production environment to
enhance performance.

Profile Value Description


No You do not need to bounce the MWA server
Yes You need to bounce the MWA server for personalization

MWA: Enable Personalization (Controls whether personalization is enabled)


MWA Enable Personalization controls whether or not personalization is enabled for the user.

Profile Value Description


No Personalization is not enabled
Yes Personalization is enabled

Page 6 of 83
We have set the following for user CJOHNP
MWA: Cache Personalized Metadata No
MWA: Enable Personalization Yes

Page 7 of 83
Personalization For Mobile PO Receipt Page:

PPER 1 Personalization For Mobile PO Receipt page

Responsibility: Warehouse Manager

Business Approach:
In this example we will show how MWA personalization can be done for PO receipt page. We will change
the LPN prompt to ‘Pallet No.’ and make it a required field. We will default subinventory name ‘RCV ‘ in
To Sub field. We will also change the name of prompt on button Next Item to ‘More Items’.

Navigation: → Setup Æ MWA Personalization Framework

Page 8 of 83
We search by ‘Mobile%’. We see all the pages listed. We select ‘Mobile PO Receipt’ page.
Then we select the Personalize button.

Page 9 of 83
We select Edit for LPN field.

Page 10 of 83
You can modify the following:
•Prompt: Changes the field or button prompt
•Copy From: Adds the value of a field by copying the value on the same page.
•Default Value: Adds a fixed value to a mobile page.
You can set an editable field as read only if:
•The field is not required.
•The field is required, but you provide a default value.
You can hide any field on a page if:
•The field is not required.
•The field is required, but you provide a default value.
•The field is a display only field

In the above screen we change the prompt from LPN to Pallet No.
We also set required from No to Yes.
Once done we select Apply button to finish.

Page 11 of 83
Now we see that personalized Level Function is checked for LPN field.

We default the subinventory name ‘RCV’ for To Sub field in Default Value function. We also make the
field read-only by setting the read-only function to True.

Page 12 of 83
Now we see that Personalized level Function for To Sub is checked.

Now we change the Next Item button prompt to More Items.

Page 13 of 83
Prompt for Next Item changed to More Items.

You will see that the Personalized Level Function for button Next Item is checked.

Page 14 of 83
Now we see that the personalization for Mobile PO Receipt is checked i.e. made Active.

Responsibility: Warehouse Manager


Navigation: → Setup → Material Setup → Items → Master Items

We create item ‘testitem’ and assign it to W1 organization.

Page 15 of 83
Responsibility: Purchasing Super User
Navigation: → Purchase Orders → Purchase Orders

We create Purchase Order # 5900 for item ‘testitem’ and quantity 10.

Page 16 of 83
Responsibility:Whse Mgmt
Navigation: → Inbound → Receipt →PO

Now we log into mobile. We do a PO receipt. (Above is the screen that shows fields without
personalization activated. Below is the screen that shows with personalization activated.)

You will see the LPN prompt is changed to Pallet No. In To Sub filed RCV gets defaulted and it is not
editable. The Next Item button prompt shows More Items.

Page 17 of 83
Personalization For Mobile PO Information Page:

PPER 2 Personalization For Mobile PO Information

Responsibility: Warehouse Manager

Business Approach:
In this example we will show how MWA personalization can be done for Mobile PO Receipt Information
page. We will hide Cancel button on the Mobile PO Receipt Information page.

Navigation: → Setup Æ MWA Personalization Framework

We select Mobile PO Receipt Information.

We select the Cancel button personalization field properties. We change the rendered to False so that the
button is not displayed.

Page 18 of 83
Now we see that Personalized Level Function for button Cancel is checked.

Now Mobile PO Receipt Information page for personalization is made active.

Page 19 of 83
Responsibility: Purchasing Super User
Navigation: → Purchase Orders → Purchase Orders

Created Purchase Order # 5908 for item ‘testitem’ quantity 10.


Below is the screen shot of PO Receipt information page before MWA personalization for the page was
activated. You can see the Cancel button.

Responsibility:Whse Mgmt

Page 20 of 83
Navigation: → Inbound → Receipt →PO

User can navigate to PO Receipt Information page if Done button is clicked on PO Receipt page.
Now you see the Cancel button is hidden when the personalization was activated.

Page 21 of 83
De-Activation of Personalization For Mobile PO Receipt and Information page:

PPER 3 De-Activation of Personalization For Mobile PO


Receipt and Information page

Responsibility: Warehouse Manager

Business Approach:
In this example we will show how to de-active specific Mobile pages. In our example we will deactivate
PO Receipt page and Information page.

Navigation: → Setup Æ MWA Personalization Framework

We select Mobile PO Receipt page.

Page 22 of 83
Now we select function and then select the Deactivate button.

You will see the message ‘Function level personalization to Mobile PO Receipt deactivated successfully.’

Page 23 of 83
Responsibility:Whse Mgmt
Navigation: → Inbound → Receipt →PO

Below is the screen shot of the how the page looked when personalization was active.

Below is the screen shot of the Mobile PO Receipt page after personalization was deactivated. Now you
see all the standard field prompt names. Also you can see that To Sub filed is now enterable and
subinventory name ‘RCV’ is not defaulted.

Page 24 of 83
Now we deactivate personalization for Mobile PO Receipt Information page.

Page 25 of 83
Note: That the function name for Mobile PO Receipt Information page shows name Mobile PO receipt.

We deactivate the function. You will see the message ‘Function level personalization for Mobile PO
Receipt deactivated successfully.

Below is how the screen looks before deactivation. The Cancel button is hidden.

Now after deactivation you see the Cancel Button.

Page 26 of 83
Page 27 of 83
Mobile Personalization For Move Any LPN page:

PPER 4 Personalization for Move Any LPN page using


Descriptive Flexfield

Responsibility: Warehouse Manager

Business Approach:
In this example we will show how to personalize Mobile WMS Move Any LPN page and also activating
LPN DFF.

Responsibility: Warehouse Manager


Navigation: → Setup Æ Material Setup Æ Flexfields Æ Descriptive Æ Segment

We query the descriptive flexfield WMS License Plate Numbers. We define new context LPN
Dimensions.

Page 28 of 83
Defined 3 attributes Length, Width and Height.

Navigation: → Setup Æ MWA Personalization Framework

We select Mobile WMS Move Any LPN page.

Page 29 of 83
We select Personalize.

Page 30 of 83
We select DFF for Into LPN.

We rename the prompt ‘Into LPN DFF’ to ‘Dimensions’.


We make rendered True and Display Inline True.

You can choose to enable users to update the descriptive flexfield, or display it as a read-only field on the
mobile page. How the field appears, depends on the choices you select in the Personalization Field
Properties page. To personalize descriptive flexfields on mobile pages, follow the procedure for
personalizing mobile pages. The personalization options for descriptive
flexfields are:
•Display Inline: If you set the field to yes, then the descriptive flexfields are displayed on the same page. If
you set the field to no, then the user enters the descriptive flexfield values on a separate page.
•Default Context: If you set the field to yes, then the user can enter a default context for the descriptive
flexfield.

Page 31 of 83
We activate personalization for the mobile page.

Page 32 of 83
Responsibility:Whse Mgmt
Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN

Page 33 of 83
Mobile Personalization for Move Any LPN – Select Items page:

PPER 5 Personalization for Move Any LPN – Select Items


page

Responsibility: Warehouse Manager

Business Approach:
We modify Drop Page (Move Any LPN – Select Items page). We try to copy the quantity from Qty field
into Confirm field.

Responsibility: Warehouse Manager


Navigation: → System Administrator Æ Application Æ Function
If the form function parameter SUGGESTION is set to LINES for the function Mobile WMS Move Any LPN
then user will be able to navigate to Putaway Drop Page.

ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= SYSTEM_DROP DROP_INTO_LPN=YES


DROP_FULL_LPN=YES DROP_TRANSFER_CONTENTS=YES

We change the above to the following:

ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= SYSTEM_DROP DROP_INTO_LPN=YES


DROP_FULL_LPN=YES DROP_TRANSFER_CONTENTS=YES SUGGESTION= LINES

Page 34 of 83
Responsibility: Warehouse Manager
Navigation: → Setup Æ MWA Personalization Framework

Now we select page Mobile WMS Move Any LPN (Select Item)

Page 35 of 83
We select prompt Copy From and in the list of values we select Qty.

We select Qty from the list of values from copy from.

Page 36 of 83
Now we activate the personalization.

Page 37 of 83
Responsibility:Whse Mgmt
Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN

You will see that quantity 10 in Confirm field getting inherited from Qty field.

Page 38 of 83
Mobile Personalization for WMS Inbound Manual Load:

PPER 6 Personalization for WMS Inbound Manual Load

Responsibility: Warehouse Manager

Business Approach:
We modify WMS Inbound Manual Load and make the Into LPN field required.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

We select Mobile WMS Inbound Manual Load.

Page 39 of 83
We select field ‘Into LPN’ and select required.

Now we activate the function.

Page 40 of 83
Responsibility:Whse Mgmt
Navigation: → Tasks → Manual Tasks → Manual load

We now see we cannot tab from the Into LPN field unless we enter a lpn number.

Page 41 of 83
Mobile Personalization for WMS Inbound Manual Load – Select Contents:

PPER 7 Personalization for WMS Inbound Manual Load –


Select Contents

Responsibility: Warehouse Manager

Business Approach:
We modify WMS Inbound Manual Load –Select Contents and change the load/drop button prompt to
Complete Putaway.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

Changing Prompt on Load/drop button to Complete Putaway


Make sure you add to function WMS_IN_MANLD_MOB (Mobile WMS Inbound Manual Load) form
parameter (LOAD_DROP=YES DROP_FULL_LPN=YES)
It will look like this.
ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= MANUAL_LOAD LOAD_INTO_LPN=YES
LOAD_FULL_LPN=YES LOAD_CONTENTS=YES LOAD_TRANSFER_CONTENTS=YES
SERIALLY_COUNTED=NO SERIAL_TYPE=RANGE LOAD_DROP=YES DROP_FULL_LPN=YES

Page 42 of 83
We change the button prompt from Load and Drop to Complete Putaway.
We now activate the function.

Page 43 of 83
Responsibility:Whse Mgmt
Navigation: → Tasks → Manual Tasks → Manual load

Once in Manual Load page one can select ‘Select Contents’ and then one sees the ‘Load And Drop’ now
shows prompt ‘Complete Putaway’.

Page 44 of 83
Page 45 of 83
Personalization for Pick Load – Mobile WMS Manual Picking:

PPER 8 Personalization for Pick Load – Mobile WMS Manual


Picking

Responsibility: Warehouse Manager

Business Approach:
We modify Mobile Pick Load – Mobile WMS Manual Picking and make transfer lpn (Xfer LPN) field
required.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

We select ‘Mobile Pick Load – Mobile WMS Manual Picking’.

Page 46 of 83
We select Xfer LPN field and change it to required ‘Yes’.

Page 47 of 83
We Activate the personalization for this page.

Responsibility: Manufacturing And Distribution Manager


Navigation: → Order Management Æ Orders, Returns Æ Order Organizer

We create sales order 65080 for testitem quantity 10.

Page 48 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Shipping Æ Release Sales Orders Æ Release Sales Orders

We run pick release.

Page 49 of 83
Page 50 of 83
Pick release output.

Page 51 of 83
Responsibility: Warehouse Manager
Navigation: → Inquiry Æ Warehouse Control Board

We select the transaction number, which is the pick id.

Responsibility:Whse Mgmt
Navigation: → Tasks → Manual Tasks → Paper Based Pick

We go to the load page. You will see that now the Xfer LPN field is required.

Page 52 of 83
Enter the transfer LPN and then load and drop the lpn.

Page 53 of 83
Personalization for Pick Load – Mobile WMS Drop Loaded LPNs:

PPER 9 Personalization for Pick Load – Mobile WMS Drop


Loaded LPNs

Responsibility: Warehouse Manager

Business Approach:
We modify WMS Drop Loaded LPNs such that we default to subinventory to 'STA' and to locator to
'L1.1.1' . Also we make these field's read only so that user does not have to enter values thus reducing
keystrokes. For confirm subinventory we copy the value from To Sub field. For confirm locator we copy
the value from To Loc field.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

We select Mobile Pick Drop – Mobile WMS Drop Loaded LPNs.

Page 54 of 83
We select To Sub and default ‘STA’.

Page 55 of 83
We select To Loc and default ‘L1.1.1’.

Page 56 of 83
For confirm subinventory we copy the value from To Sub field.

Page 57 of 83
For confirm locator we copy value from To Loc.

Page 58 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Orders, Returns Æ Order Organizer

Create sales order 65096 for item ‘testitem’ quantity 10.

Page 59 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Shipping Æ Release Sales Orders Æ Release Sales Orders

Now we run pick release for the order 65096.

Page 60 of 83
Pick release output.

Responsibility: Warehouse Manager


Navigation: → Inquiry Æ Warehouse Control Board

We now select the transaction number, which becomes the pick id.

Page 61 of 83
Responsibility:Whse Mgmt
Navigation: → Tasks → Manual Tasks → Paper Based Pick

Enter pick id and then select load and drop option.

When you go to drop screen you see staging subinventory STA and staging locator L1.1.1 being
defaulted.

Page 62 of 83
Personalization for Mobile LPN Ship:

PPER 10 Personalization for Mobile LPN Ship

Responsibility: Warehouse Manager

Business Approach:
We modify LPN Ship page to default dock door ‘D1.1.1’.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

We select Mobile LPN Ship.

Page 63 of 83
In the default value field for dock door we put value ‘D1.1.1’ so that user does not have to select it.

Page 64 of 83
We activate personalization for this page.

Page 65 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Orders, Returns Æ Order Organizer

We create sales order 65261 for item ‘testitem’ and quantity 10.

Page 66 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Shipping Æ Release Sales Orders Æ Release Sales Orders

We run pick release.

Page 67 of 83
Above is the pick release output.

Responsibility:Whse Mgmt
Navigation: → Tasks → Manual Tasks → Paper Based Pick

We load the LPN and then drop it to staging.

Page 68 of 83
Responsibility:Whse Mgmt
Navigation: → Outbound → Shipping → LPN Ship

Now we see dock door defaulted to ‘D1.1.1’.

Page 69 of 83
We load the LPN and ship it.

Page 70 of 83
Personalization for Mobile LPN Ship – Ship Confirm:

PPER 11 Personalization for Mobile LPN Ship – Ship Confirm

Responsibility: Warehouse Manager

Business Approach:
We modify LPN Ship – Ship Confirm page to make field 'Weight' to rendered 'False' so that it is not
displayed.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

We select ‘Mobile LPN Ship – Ship Confirm’.

Page 71 of 83
We make rendered False for the weight field.

Now we activate personalization.

Page 72 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Orders, Returns Æ Order Organizer

We create sales order 65262 for item ‘testitem’ for quantity 10.

Page 73 of 83
Responsibility: Manufacturing And Distribution Manager
Navigation: → Order Management Æ Shipping Æ Release Sales Orders Æ Release Sales Orders

We now run pick release.

Page 74 of 83
Responsibility:Whse Mgmt
Navigation: → Tasks → Manual Tasks → Paper Based Pick

Page 75 of 83
We load and drop the LPN in staging.

Responsibility:Whse Mgmt
Navigation: → Outbound → Shipping → LPN Ship

Page 76 of 83
The above screen shows the weight field before personalization was activated.

The below screen shows that the weight field is hidden after personalization is activated.

Page 77 of 83
Personalization for Mobile WMS Update LPN:

PPER 11 Personalization for Mobile WMS Update LPN

Responsibility: Warehouse Manager

Business Approach:
We modify WMS Update LPN page and default ‘LB’ in Weight UOM field.

Responsibility: Warehouse Manager


Navigation: → Setup Æ MWA Personalization Framework

We select ‘Mobile WMS Update LPN’.

In Wt UOM field we default ‘LB’.

Page 78 of 83
We activate the personalization for Update LPN.

Page 79 of 83
Responsibility: Warehouse Manager
Navigation: → Inquiry Æ Material Workbench

For lpn LPN194 we see no weight when we check through material work bench by selecting attributes
button.

Page 80 of 83
Responsibility:Whse Mgmt
Navigation: → Warehousing → LPN Transactions → LPN Update

We query lpn LPN194. We enter weight 200. Wt UOM defaults to ‘LB’.

Page 81 of 83
Now we go back to material workbench and we see weight UOM ‘LB’ and weight 200.

Page 82 of 83
Debugging Issues :

The following are the requirements from support for logging a tar.
• Screen shots of the issue along with a good scenario.

Set profile options


select value from v$parameter where name = 'utl_file_dir';>
INV: Debug Trace = YES
INV: Debug File = [directory value from above query]/logfilename.log (make sure that you have
write permission for this file and directory)]
INV: Debug Level = 9
1. set mwa.cfg to trace level. To do this go to the mwa server config file mwa.cfg, and
modify log level to trace
2. restart the mobile server and hit ctrl-X, see what directory is for the logging
3. perform the transaction again and get the following log files from that log directory
[port].INV.log
[port]WMS.log
[port].system.log
Inventory Debug log from the directory set in profile 'INV: Debug File’

Reference :

Note 469339.1 Oracle WMS Personalization Framework

Page 83 of 83